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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/admin/preferences/patrons.pref (-197 / +200 lines)
Lines 1-23 Link Here
1
Patrons:
1
Patrons:
2
    General:
2
    General:
3
     -
3
     -
4
         - When adding new patrons or editing existing patrons, collapse the following fields from the full form (can still be expanded later)
4
         - pref: CheckPrevCheckout
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         - pref: CollapseFieldsPatronAddForm
5
           default: no
6
           multiple:
6
           choices:
7
               identity: "Organization/Patron identity"
7
               hardyes: "Do"
8
               guarantor: "Guarantor information"
8
               softyes: "Unless overridden by patron category, do"
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               primary_address: "Main address"
9
               softno: "Unless overridden by patron category, do not"
10
               primary_contact: "Contact information"
10
               hardno: "Do not"
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               alt_address: "Alternate address"
11
         - " check borrower checkout history to see if the current item has been checked out before."
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               alt_contact: "Alternate contact"
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     -
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               lib_mgmt: "Library management"
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         - pref: ExtendedPatronAttributes
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               lib_setup: "Library setup"
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           choices:
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               login: "OPAC/Staff login"
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               yes: Enable
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               flags: "Patron account flags (existing patrons)"
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               no: "Don't enable"
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               debarments: "Patron restrictions (existing patrons)"
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         - searching, editing and display of custom attributes on patrons.
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               housebound: "Housebound roles"
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     -
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               additional: "Additional attributes and identifiers"
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         - pref: intranetreadinghistory
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               messaging: "Patron messaging preferences"
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           choices:
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               yes: "Allow"
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               no: "Don't allow"
23
         - "staff to access a patron's checkout and hold history (reading history is still stored, regardless of staff being allowed access or not)."
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     -
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         - The late fine for all checkouts will only go up to
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         - pref: MaxFine
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           class: currency
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         - '[% local_currency %].'
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         - Empty value means no limit. Single item caps are specified in the circulation rules matrix.
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     -
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         - pref: patronimages
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           choices:
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               yes: Allow
34
               no: "Don't allow"
35
         - images to be uploaded and shown for patrons on the staff client.
36
     -
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         - By default, show
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         - pref: PatronsPerPage
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           class: integer
40
         - results per page in the staff client.
41
     -
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         - pref: DefaultPatronSearchFields
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           class: multi
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         - "Comma separated list defining the default fields to be used during a patron search using the \"standard\" option. If empty Koha will default to \"surname,firstname,othernames,cardnumber,userid\". Additional fields added to this preference will be added as search options in the dropdown menu on the patron search page."
45
     -
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         - "Show the following fields from the items database table as columns on the statistics tab on the patron record: "
47
         - pref: StatisticsFields
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           class: multi
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         - "(separate fields with |, without trailing |). Default if empty: location|itype|ccode"
50
     -
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         - pref: EnableBorrowerFiles
52
           choices:
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               yes: Do
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               no: "Don't"
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         - enable the ability to upload and attach arbitrary files to a borrower record.
56
     -
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         - pref: useDischarge
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           choices:
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               yes: Allow
60
               no: "Don't allow"
61
         - librarians to discharge borrowers and borrowers to request a discharge.
62
     -
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         - pref: FeeOnChangePatronCategory
64
           choices:
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               yes: Do
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               no: "Don't"
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         - charge a fee when a patron changes to a category with an enrollment fee.
68
     -
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         - pref: TrackLastPatronActivity
70
           choices:
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               yes: Do
72
               no: "Don't"
73
         - track last patron activity.
74
         - Every time a patron will connect, the borrowers.lastseen will be updated with the current time.
75
     -
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         - pref: ProtectSuperlibrarianPrivileges
77
           choices:
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               yes: Allow only superlibrarians
79
               no: Allow all permitted users
80
         - "to access/change superlibrarian privileges."
81
         - "<br><strong>NOTE:</strong> A permitted user needs to have the 'permissions' flag (if no superlibrarian)."
82
     -
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         - pref: AllowPatronToControlAutorenewal
84
           choices:
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               yes: Allow patrons
86
               no: Allow only staff
87
         - "to allow/disallow auto renewal for account. If allowed a patron will be able to update their own account to allow/disallow auto renewals"
88
    Membership expiry:
89
     -
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         - When renewing borrowers, base the new expiry date on
91
         - pref: BorrowerRenewalPeriodBase
92
           choices:
93
               now: current date.
94
               dateexpiry: current membership expiry date.
95
               combination: the latter of the current and expiry date.
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     -
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         - Show a notice if the patron is about to expire or has expired
98
         - pref: NotifyBorrowerDeparture
99
           class: integer
100
         - days beforehand.
101
     -
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         - Send an account expiration notice when a patron's card will expire in
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         - pref: MembershipExpiryDaysNotice
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           class: integer
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         - days.
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         - "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/membership_expiry.pl</code> cronjob. Ask your system administrator to schedule it."
107
    Notices and notifications:
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     -
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         - pref: EnhancedMessagingPreferences
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           choices:
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               yes: Allow
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               no: "Don't allow"
113
         - "Staff to manage which notices patrons will receive and when they will receive them."
114
         - "<br><strong>NOTE:</strong> This only applies to courtesy notices. To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC."
115
         - "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/process_message_queue.pl</code> and the <code>misc/cronjobs/advance_notices.pl</code> cronjob. Ask your system administrator to schedule them."
116
     -
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         - pref: EnhancedMessagingPreferencesOPAC
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           choices:
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               yes: Show
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               no: "Don't show"
121
         - "patron messaging setting on the OPAC."
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         - "<br><strong>NOTE:</strong> EnhancedMessagingPreferences must be enabled."
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     -
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     -
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         - pref: AutoEmailOpacUser
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         - pref: AutoEmailOpacUser
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           choices:
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           choices:
Lines 25-36 Patrons: Link Here
25
               no: "Don't send"
127
               no: "Don't send"
26
         - an email to newly created patrons with their account details.
128
         - an email to newly created patrons with their account details.
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     -
129
     -
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         - pref: FallbackToSMSIfNoEmail
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           choices:
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               yes: Enable
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               no: Disable
32
         - Send purchase suggestion messages by SMS if no patron email is defined.
33
     -
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         - pref: UseEmailReceipts
130
         - pref: UseEmailReceipts
35
           choices:
131
           choices:
36
               yes: Send
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               yes: Send
Lines 48-59 Patrons: Link Here
48
               "OFF": first valid
144
               "OFF": first valid
49
         - "patron email address for sending out emails."
145
         - "patron email address for sending out emails."
50
     -
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     -
51
         - pref: autoMemberNum
147
         - pref: TalkingTechItivaPhoneNotification
52
           choices:
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           choices:
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               yes: Do
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               yes: Enable
54
               no: "Don't"
150
               no: Disable
55
         - default the card number field on the patron addition screen to the next available card number (for example, if the largest currently used card number is 26345000012941, then this field will default to 26345000012942).
151
         - patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported).
56
         - "<strong>NOTE:</strong> If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber."
152
     -
153
         - "Use the SMS::Send::"
154
         - pref: SMSSendDriver
155
         - driver to send SMS messages.
156
         - "<br>If you would prefer to send SMS via E-mail, set SMSSendDriver to: Email"
157
     -
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         - "Define a username/login"
159
         - pref: SMSSendUsername
160
         - "and a password"
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         - pref: SMSSendPassword
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         - ". Override from address with"
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         - pref: EmailSMSSendDriverFromAddress
164
         - "for emails sent using \"Email\" send driver."
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     -
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         - pref: FallbackToSMSIfNoEmail
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           choices:
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               yes: Enable
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               no: Disable
170
         - Send purchase suggestion messages by SMS if no patron email is defined.
171
    Patron forms:
57
     -
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     -
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         - "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a> must be filled in on the patron entry screen:"
173
         - "The following <a href='http://schema.koha-community.org/__VERSION__/tables/borrowers.html' target='blank'>database columns</a> must be filled in on the patron entry screen:"
59
         - pref: BorrowerMandatoryField
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         - pref: BorrowerMandatoryField
Lines 66-144 Patrons: Link Here
66
           class: multi
181
           class: multi
67
         - (separate columns with |)
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         - (separate columns with |)
68
     -
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     -
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         - "Guarantors can be the following of those they guarantee:"
70
         - pref: borrowerRelationship
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           class: multi
72
         - (input multiple choices separated by |). Leave empty to deactivate
73
     -
74
         - "Borrowers can have the following titles:"
184
         - "Borrowers can have the following titles:"
75
         - pref: BorrowersTitles
185
         - pref: BorrowersTitles
76
           class: multi
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           class: multi
77
         - (separate multiple choices with |)
187
         - (separate multiple choices with |)
78
     -
188
     -
79
         - pref: CheckPrevCheckout
189
         - pref: autoMemberNum
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           default: no
81
           choices:
82
               hardyes: "Do"
83
               softyes: "Unless overridden by patron category, do"
84
               softno: "Unless overridden by patron category, do not"
85
               hardno: "Do not"
86
         - " check borrower checkout history to see if the current item has been checked out before."
87
     -
88
         - pref: EnhancedMessagingPreferences
89
           choices:
90
               yes: Allow
91
               no: "Don't allow"
92
         - "Staff to manage which notices patrons will receive and when they will receive them."
93
         - "<br><strong>NOTE:</strong> This only applies to courtesy notices. To manage if patrons have also access to these settings, use EnhancedMessagingPreferencesOPAC."
94
         - "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/process_message_queue.pl</code> and the <code>misc/cronjobs/advance_notices.pl</code> cronjob. Ask your system administrator to schedule them."
95
     -
96
         - pref: ExtendedPatronAttributes
97
           choices:
98
               yes: Enable
99
               no: "Don't enable"
100
         - searching, editing and display of custom attributes on patrons.
101
     -
102
         - pref: intranetreadinghistory
103
           choices:
190
           choices:
104
               yes: "Allow"
191
               yes: Do
105
               no: "Don't allow"
192
               no: "Don't"
106
         - "staff to access a patron's checkout and hold history (reading history is still stored, regardless of staff being allowed access or not)."
193
         - default the card number field on the patron addition screen to the next available card number (for example, if the largest currently used card number is 26345000012941, then this field will default to 26345000012942).
107
     -
194
         - "<strong>NOTE:</strong> If autoMemberNum is enabled, the system preference BorrowerMandatoryField must not contain the field cardnumber."
108
         - The late fine for all checkouts will only go up to
109
         - pref: MaxFine
110
           class: currency
111
         - '[% local_currency %].'
112
         - Empty value means no limit. Single item caps are specified in the circulation rules matrix.
113
     -
195
     -
114
         - Login passwords for staff and patrons must be at least
196
         - Card numbers for patrons must be
115
         - pref: minPasswordLength
197
         - pref: CardnumberLength
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           class: integer
198
         - "characters long. The length can be a single number to specify an exact length, a range separated by a comma (i.e., 'Min,Max'), or a maximum with no minimum (i.e., ',Max')."
117
         - characters long.
199
         - "If 'cardnumber' is included in the BorrowerMandatoryField list, the minimum length, if not specified here, defaults to one. Maximum cannot be bigger than the database field size of 32."
118
     -
200
     -
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         - pref: RequireStrongPassword
201
         - pref: uppercasesurnames
120
           choices:
202
           choices:
121
               yes: "Require"
203
               yes: Do
122
               no: "Don't require"
204
               no: "Don't"
123
         - a strong password for staff and patrons
205
         - store and display surnames in upper case.
124
         - (Must contain at least one digit, one lowercase and one uppercase).
125
     -
206
     -
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         - Show a notice if the patron is about to expire or has expired
207
         - pref: PatronQuickAddFields
127
         - pref: NotifyBorrowerDeparture
208
           class: multi
128
           class: integer
209
         - (separate columns with |)
129
         - days beforehand.
210
         - "add these fields to the patron quick add form when entering a new patron. Displays only mandatory fields and fields specified here. If applicable the guarantor form will be shown as well, individual fields in that form will be ignored."
130
     -
211
     -
131
         - Send an account expiration notice when a patron's card will expire in
212
         - When adding new patrons or editing existing patrons, collapse the following fields from the full form (can still be expanded later)
132
         - pref: MembershipExpiryDaysNotice
213
         - pref: CollapseFieldsPatronAddForm
133
           class: integer
214
           multiple:
134
         - days.
215
               identity: "Organization/Patron identity"
135
         - "<br><strong>NOTE:</strong> This system preference requires the <code>misc/cronjobs/membership_expiry.pl</code> cronjob. Ask your system administrator to schedule it."
216
               guarantor: "Guarantor information"
217
               primary_address: "Main address"
218
               primary_contact: "Contact information"
219
               alt_address: "Alternate address"
220
               alt_contact: "Alternate contact"
221
               lib_mgmt: "Library management"
222
               lib_setup: "Library setup"
223
               login: "OPAC/Staff login"
224
               flags: "Patron account flags (existing patrons)"
225
               debarments: "Patron restrictions (existing patrons)"
226
               housebound: "Housebound roles"
227
               additional: "Additional attributes and identifiers"
228
               messaging: "Patron messaging preferences"
229
    Patron relationships:
136
     -
230
     -
137
         - pref: patronimages
231
         - "Guarantors can be the following of those they guarantee:"
138
           choices:
232
         - pref: borrowerRelationship
139
               yes: Allow
233
           class: multi
140
               no: "Don't allow"
234
         - (input multiple choices separated by |). Leave empty to deactivate
141
         - images to be uploaded and shown for patrons on the staff client.
142
     -
235
     -
143
         - "When adding a guarantee to a guarantor patron fill the following fields in the guarantee's member entry form from the guarantors record:"
236
         - "When adding a guarantee to a guarantor patron fill the following fields in the guarantee's member entry form from the guarantors record:"
144
         - pref: PrefillGuaranteeField
237
         - pref: PrefillGuaranteeField
Lines 176-238 Patrons: Link Here
176
               zipcode: "Main address - ZIP/Postal code"
269
               zipcode: "Main address - ZIP/Postal code"
177
               streetnumber: "Main address - street number"
270
               streetnumber: "Main address - street number"
178
     -
271
     -
179
         - By default, show
180
         - pref: PatronsPerPage
181
           class: integer
182
         - results per page in the staff client.
183
     -
184
         - pref: DefaultPatronSearchFields
185
           class: multi
186
         - "Comma separated list defining the default fields to be used during a patron search using the \"standard\" option. If empty Koha will default to \"surname,firstname,othernames,cardnumber,userid\". Additional fields added to this preference will be added as search options in the dropdown menu on the patron search page."
187
     -
188
         - pref: PatronQuickAddFields
189
           class: multi
190
         - (separate columns with |)
191
         - "add these fields to the patron quick add form when entering a new patron. Displays only mandatory fields and fields specified here. If applicable the guarantor form will be shown as well, individual fields in that form will be ignored."
192
     -
193
         - "Use the SMS::Send::"
194
         - pref: SMSSendDriver
195
         - driver to send SMS messages.
196
         - "<br>If you would prefer to send SMS via E-mail, set SMSSendDriver to: Email"
197
     -
198
         - "Define a username/login"
199
         - pref: SMSSendUsername
200
         - "and a password"
201
         - pref: SMSSendPassword
202
         - ". Override from address with"
203
         - pref: EmailSMSSendDriverFromAddress
204
         - "for emails sent using \"Email\" send driver."
205
     -
206
         - pref: uppercasesurnames
207
           choices:
208
               yes: Do
209
               no: "Don't"
210
         - store and display surnames in upper case.
211
     -
212
         - When renewing borrowers, base the new expiry date on
213
         - pref: BorrowerRenewalPeriodBase
214
           choices:
215
               now: current date.
216
               dateexpiry: current membership expiry date.
217
               combination: the latter of the current and expiry date.
218
     -
219
         - pref: TalkingTechItivaPhoneNotification
220
           choices:
221
               yes: Enable
222
               no: Disable
223
         - patron phone notifications using Talking Tech i-tiva (overdues, predues and holds notices currently supported).
224
     -
225
         - "Show the following fields from the items database table as columns on the statistics tab on the patron record: "
226
         - pref: StatisticsFields
227
           class: multi
228
         - "(separate fields with |, without trailing |). Default if empty: location|itype|ccode"
229
     -
230
         - pref: EnableBorrowerFiles
231
           choices:
232
               yes: Do
233
               no: "Don't"
234
         - enable the ability to upload and attach arbitrary files to a borrower record.
235
     -
236
         - pref: AllowStaffToSetCheckoutsVisibilityForGuarantor
272
         - pref: AllowStaffToSetCheckoutsVisibilityForGuarantor
237
           choices:
273
           choices:
238
               yes: Allow
274
               yes: Allow
Lines 244-299 Patrons: Link Here
244
               yes: Allow
280
               yes: Allow
245
               no: "Don't allow"
281
               no: "Don't allow"
246
         - staff to set the ability for a patron's fines to be viewed by linked patrons in the OPAC.
282
         - staff to set the ability for a patron's fines to be viewed by linked patrons in the OPAC.
247
     -
248
         - Card numbers for patrons must be
249
         - pref: CardnumberLength
250
         - "characters long. The length can be a single number to specify an exact length, a range separated by a comma (i.e., 'Min,Max'), or a maximum with no minimum (i.e., ',Max')."
251
         - "If 'cardnumber' is included in the BorrowerMandatoryField list, the minimum length, if not specified here, defaults to one. Maximum cannot be bigger than the database field size of 32."
252
     -
253
         - pref: useDischarge
254
           choices:
255
               yes: Allow
256
               no: "Don't allow"
257
         - librarians to discharge borrowers and borrowers to request a discharge.
258
     -
259
         - pref: FeeOnChangePatronCategory
260
           choices:
261
               yes: Do
262
               no: "Don't"
263
         - charge a fee when a patron changes to a category with an enrollment fee.
264
     -
265
         - pref: EnhancedMessagingPreferencesOPAC
266
           choices:
267
               yes: Show
268
               no: "Don't show"
269
         - "patron messaging setting on the OPAC."
270
         - "<br><strong>NOTE:</strong> EnhancedMessagingPreferences must be enabled."
271
     -
272
         - pref: TrackLastPatronActivity
273
           choices:
274
               yes: Do
275
               no: "Don't"
276
         - track last patron activity.
277
         - Every time a patron will connect, the borrowers.lastseen will be updated with the current time.
278
     -
279
         - Block a patron's account if it reaches
280
         - pref: FailedLoginAttempts
281
           class: integer
282
         - failed login attempts.
283
     -
284
         - pref: ProtectSuperlibrarianPrivileges
285
           choices:
286
               yes: Allow only superlibrarians
287
               no: Allow all permitted users
288
         - "to access/change superlibrarian privileges."
289
         - "<br><strong>NOTE:</strong> A permitted user needs to have the 'permissions' flag (if no superlibrarian)."
290
     -
291
         - pref: AllowPatronToControlAutorenewal
292
           choices:
293
               yes: Allow patrons
294
               no: Allow only staff
295
         - "to allow/disallow auto renewal for account. If allowed a patron will be able to update their own account to allow/disallow auto renewals"
296
297
    Privacy:
283
    Privacy:
298
     -
284
     -
299
         - Use the following URL
285
         - Use the following URL
Lines 317-319 Patrons: Link Here
317
         - days and remove anonymized patron accounts after
303
         - days and remove anonymized patron accounts after
318
         - pref: PatronRemovalDelay
304
         - pref: PatronRemovalDelay
319
         - "days.<br>IMPORTANT: No action is performed when these delays are empty (no text). But a zero value ('0') is interpreted as no delay (do it now)! The actions are performed by the cleanup database cron job."
305
         - "days.<br>IMPORTANT: No action is performed when these delays are empty (no text). But a zero value ('0') is interpreted as no delay (do it now)! The actions are performed by the cleanup database cron job."
320
- 
306
    Security:
307
     -
308
         - Login passwords for staff and patrons must be at least
309
         - pref: minPasswordLength
310
           class: integer
311
         - characters long.
312
     -
313
         - pref: RequireStrongPassword
314
           choices:
315
               yes: "Require"
316
               no: "Don't require"
317
         - a strong password for staff and patrons
318
         - (Must contain at least one digit, one lowercase and one uppercase).
319
     -
320
         - Block a patron's account if it reaches
321
         - pref: FailedLoginAttempts
322
           class: integer
323
         - failed login attempts.

Return to bug 5614