How to reset Patron Category Expiry Date

How to reset Patron Category Expiry Date


This document explains how to reset patron category expiry date. If you have set an Enrollment period that expires on an absolute date rather than giving an expiry date based on a number of months after registration you will need to reset the expiry date annually, otherwise all borrowers created with the patron category in question will be expire immediately.
Go to the Koha Administration > Patrons and circulation > Patron categories.


You will be presented with the list of all the patron categories currently on the system.


Scroll to the right hand side and click on the Edit button beside the patron category you wish to change.

 
Go to Enrollment period > Until date.

Click into the date box beside the Until date line. This will cause a calendar widget to drop out where a date can be set.


Change the Until Date and Save.

Version History

Version

Date

Detail

Author

1.0

06/09/18

Creating document

Daphne Hoolahan

2.026/05/20Moving document to Zoho

2.1  

20/10/25Updating for newer version of KohaHolly Cooper
























Retention Policy

Permanent







    • Related Articles

    • Options for expired patrons

      This document will outline what it means when a patron account is expired and what options there are for how expired patrons are treated on the system. What is patron expiry? When a patron is created on the system, their account is automatically ...
    • How to view the Patron Categories saved on your site

      This document outlines how to view patron categories which already exist on your site and explains the purpose of the different fields that will need to be addressed to create new patron categories. Relevance of patron categories Patron categories ...
    • How to create a template for predefined notes on patron accounts

      As well as being able to type notes manually into the patron account it is also possible to define default templates to populate the note field. Step 1 - Find the Bor_Notes Authorised Value Go to KOHA administration > Basic parameters > Authorized ...
    • How to require strong passwords for patron accounts

      A password is required to be able to log into a patron account. This document will outline the system preferences that determine the required length and strength of a password on a patron account, as well as options for setting exceptions to these ...
    • What are patron cardnumbers and how to find them

      What is a cardnumber? Cardnumbers are unique numbers that are manually applied to new patron records by the staff member creating the patron record. They do not necessarily need to come from a physical card. The cardnumber must be unique but it can ...