How to use the change due date plugin

How to use the change due date plugin

This plugin allows item due dates to be changed in bulk from within the Koha application. This process allows due dates to be changed under a variety of parameters including across patron categories, within a range of patrons or by checkout date.

Please note, in releases of Koha from 18.11.16 onwards there is a built in change due date functionality, which replaced the plugin described in this document. For more details on the built in tool, please check our Help Centre.

To confirm which release of Koha your site is on, and therefore which tool should be used to change due dates, please check our Help Centre

Step 1 - Download the plugin

Go to https://inlibro.com/en/koha-plugins/ and download the appropriate plugin.

Step 2 - Uploading Plugin to Koha

Go to Koha administration > Plugins > Manage plugins

If plugins have been enabled on your system there will be the option to upload plugins.


If plugins have not been enabled on your system please contact Interleaf Technology directly.

Once you have clicked Upload plugin you will be taken to a new page where you will be prompted to choose a file to upload.

Upload the plugin file downloaded earlier.

Once this has been successfully uploaded the ChangeDueDate plugin will appear:

Step 3 - Run the plugin

Clicking on Actions beside the Change Due Date plugin will create a dropdown menu, click Run tool.

This will bring you to a new page where you must determine the parameters to run the plugin with. The options are by patron category, item type, borrowernumber, expected return date and checkout date.  

One or more of these parameters can be defined but not all of these fields need to be filled in. It is possible to do a batch change based only on patron category or item type or with a range of specific borrower numbers or circulation dates. It is also possible to use multiple parameters at once.

Please note, when using the Expected return date this will change the checkout date in the database table to the date the items were updated. This checkout date is not updated in the circulation table on the patron account. This is relevant if the same items need their due dates updated multiple times. This issue does not arise with the other fields of this plugin.

Some examples have been provided below to demonstrate different ways the plugin can be used, but these should not be taken to be the only options.


If you have any questions about other ways to change the dates with the plugin, please contact Interleaf Technology directly.

The example below outlines how to change the due date for all items of any item type, checked out to any patron based on the due date they currently have.

The patron below has one item checked out which is due on 11/02/20 and another item due on 07/02/20, both have different item types, checkout dates etc, but these features will not impact on changing the due date in this example.

The patron below has two items checked out which are due on 11/02/20 and another item due on 31/12/19. They all have the same item type and other similar features, but these will not impact on changing the due date in this example.

The plugin field that will be used in this example is the Expected return date.

Using this field you can select a range of due dates or a single date to target, this example will use a single date. Clicking in the From box will create a calendar dropdown where you can select the due date to target.









Once the selected due date has appeared in the Expected return date box you can set the new due date for matching items. 










Click in the box beside the New return date line and a calendar option will be created. 






Selected the new due date for the items matching the parameters specified previously and hit Change.









This plugin does not provide a confirmation screen after being run, however the items on both accounts with the matching due date of 11/02/2020 have been updated while the items with other due dates have remained unchanged.

Another way of using the plugin to batch update due dates is to set the update for a specific item type checked out to a specific patron category.



The patron below has one item checked out which is due on 06/05/19. The item has an item type of print book items.

This patron has an item due on 06/05/2019 and an item type of Standard.

Both patrons are in the patron category Staff.







The plugin parameters are set to the Staff category and item type print book items. The new due date is set to 30/04/19.











The due date for items on the account with matching parameters has been changed.

While the due date for items on the account with non-matching parameters has remained the same.


Version History

Version

Date

Detail

Author

1.0

11/12/19

Change Due Date Plugin

Holly Cooper

1.1

13/12/19

Adding details

Holly Cooper

1.2

20/12/19

Adding new example

Holly Cooper

2.014/05/20Migrate to ZohoHolly Cooper
2.116/03/22Updating information for new releasesHolly Cooper

Retention Policy

Permanent







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