How to create a paton list
It is possible to save patron information in a list format on Koha, which can then be used by a variety of functions within Koha, such as the batch patron modification tool, or can be downloaded so patron information can be viewed outside of the Koha application.
Creating a new patron list
To create a patron list, go to Patrons > Patron lists > +New patron list.
This will open a new page with any existing patron lists on the site.
Click the +New patron list button at the top of the table of existing patron lists.
This will open a new page where the details of the list can be saved.
Name
This should be the title of the list. This can't be changed after the list details have been saved, so the name should accurately reflect the purpose of the list.
Shared
Ticking this option will allow staff members other than the list creator to add or delete patrons from the list. If this option is not ticked, only the staff member who created the list will be able to add or remove patrons from the list.
Owner
This records the staff member who created the list and cannot be edited. This field uses the username of the patron, which is the name the staff member logs in with.
Click Save.
Click Save.
Adding patrons to a list
Once the patron list has been created it will be possible to add patrons to the list.
The options for adding patrons can be seen under the Add patrons section to a list are:
Patron search
This box can be used to search the name or cardnumber of the patron to be added to the list. When typing in the information for the patron, different options for patrons that might match the search will be shown under the box.
Click the name of the patron to be added to the list.
This will add the patron to a new box titled Patrons to be added.
The indivual patron can be added by clicking the Add patrons button or more patrons can be added through the search function and then multiple patrons can be added at once by clicking the Add patrons button.
Once the patron has been added, their information will appear in a table on the same page.
This process can be repeated to add more patrons to the same list.
Add multiple patrons by cardnumbers
To add patrons by tying, pasting or scanning in their cardnumbers, click the +Add multiple patrons link.
This will open a free text box.
The cardnumber option will be selected by default.
Scan, paste or type the cardnumbers of the patron(s) to be added to the list into the freetext box, with no other characters, one cardnumber to each line.
Click Submit.
Once the patron has been added, their information will appear in a table on the same page.
Add multiple patrons by borrowernumber
To add patrons by tying or pasting in their borrowernumbers, click the +Add multiple patrons link.
This will open a free text box.
The cardnumber option will be selected by default.
To change this function to the borrowernumber option, tick into the radial button to the left hand side of Borrowernumbers.
For help finding the borrowernumbers on your site, please contact Interleaf Technology directly.
Paste or type the borrowernumbers of the patron(s) to be added to the list into the freetext box, with no other characters, one borrowernumber to each line.
Click Submit.
Once the patron has been added, their information will appear in a table on the same page.
Version | Date | Detail | Author |
1.0 | 14/04/22 | Document created | Holly Cooper |
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