Find the Bor_Notes Authorised Value

Go to Koha administration > Basic parameters > Authorized Values.

This will open a page with all the authorised value categories on your system.

Add a new authorised value for BOR_NOTES

Click the +New authorized value for BOR_NOTES.

This will take you to a new page with a form to fill out the specifics of template being created.

Authorized value

This should be a short, unique code in keeping with coding conventions on your site. It cannot be changed after being defined.

Description

This should be a descriptive explanation that will appear on the staff side. This can be changed after being saved.

Description (OPAC)

This should be a descriptive explanation that will appear on the OPAC side. It can be edited after the fact and it does not have to match the description for the staff side.

Libraries limitation

This is an optional restriction that can be enabled so the template is only available to use for staff logged in at a specific branch.

Choose an icon

It is possible to add an image to the reason, either one on the system by default or one loaded from the users own computer. It is best practice to be consistent in assigning icons and use all from the one collection.

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Adding the predefined message to a patron account

Go to a patron account and hit the Add message button.

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This will create a pop up box for adding a message.

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There will be the option to add a Staff-Internal note which will only appear on the staff side or an OPAC note that will appear on the OPAC.