Circulation
Inter Branch Holds
Libraries often don’t allow holds to be placed on items that are currently available on the shelves in the library. However, if you have multiple branches you may want to allow patrons in branch A to place holds on items which are currently on the ...
How to add a link for the last consulted patron on the staff client
This document will outling how to link back to the last patron record you were on after you have moved to a new page. How to enable the link to the last consulted patron Go to Koha administration > Global system preferences and search for ...
How to enable patrons to control how long their circulation history is kept on the OPAC
This document will outline how to provide options for patrons about how long their circulation history will be recorded. In order for this function to work the Anonymous Patron system preference must be configured correctly. Please contact Interleaf ...
What happens when you try to issue and item that is already checked out?
Koha has two options for issuing items that are already checked out to a different patron account. These options are controlled by the AutoReturnCheckedOutItems system preference. This document will outline how to locate and edit the system ...
How to automatically charge a patron for a lost item and refund their account if the item is returned
Step 1 - Finding the lost statuses The first step is determining which lost value the item status will change to. There are several lost statuses on your system, set under Koha Administration > Basic parameters > Authorised values. This will bring up ...
Tracking In House Use
Many libraries track the use of items within the library. Tracking the use of items in the library without checking them out can be done in Koha one of two ways. The first is to create one or more Statistical Patrons with a Patron Category of the ...
Overview of Offline Circulation
Offline circulation works in two ways, either by using a browser based address to record circulation information or using a desktop based application to record circulation information. This document will cover both. Please note that offline ...
How to get Hold Expiry Date to exclude closed days
If you want the system to exclude closed days when calculating how long to keep requested items on the hold shelf : Set SysPref ExcludeHolidaysFromMaxPickUpDelay = Allow Closed days to be taken into account in reserves max pickup delay. Version ...
Current Renewals Count
Within the item record, Koha displays the total for Current Renewals. This total is actually the total number of renewals ever on this item, so the description is a little misleading. Whether the item is currently checked out or not, the Current ...
Adding a phone number column to checkout search results
It is possible to hide or display the phone number saved on a patron account when searching for patrons through the checkout option in the context sensitive search bar. This document will outline how to enable this functionality. Before enabling the ...
Suspensions
This function means that if a borrower returns an overdue book, their system privileges are suspended for a number of days after the event. If you want to 'fine' patrons by suspending their account, the rules for suspensions are set in Circulation ...
Enable renewals on the OPAC
It is possible to allow patrons to renew their own items from their accounts on the OPAC. This can be done instead of or in tandem with staff renewals. Step 1 - Enable the functionality Go to KOHA administration > Global System Preferences and search ...
How to change the Due Date and Time at Checkout
This document explains how to change the Due Date and Time at Checkout Koha uses the Circ and Fines Rules you have set in Administration, and the branch calendar, to calculate the Due Date and Time for each checkout but there is an option in the ...
How to email receipts to borrowers when paying or writing off fines
This document outlines how to enable automatically emailing a receipt to a patron for credits paid against a fine on their account. How to view the payment/writeoff notices Go to Tools > Patrons and circulation > Notices and slips This will take you ...
How to perform a batch modification of items
This document will outline how to complete a batch edit of unrelated items using the Batch item modification tool. Step 1 - Finding items to modify In order to modify items from your system it is necessary to have the barcodes or itemnumbers of the ...
Display Checkouts
The sequence in which Koha displays items which are checked out to the borrower is controlled by two SysPrefs. The SysPrefs are: PreviousIssuesDefaultSortOrder and TodaysIssuesDefaultSortOrder And you can access them in Administration. Version ...
How do Suspensions work?
Enhancements in 18.11 provided additional functionality for suspensions. This document provides the details. This feature allows the library to suspend a borrower’s circulation privileges for a number of days if items are returned late. The rules ...
How to enable the Print Borrower Notice Plugin
Setting up print versions of overdue notices notices tends to be time consuming as notices must be configured correctly and may need several edits to ensure they are displaying as you want them. Additionally, printing a bulk of notices is not always ...
How to use the “Set Due Date” function when checking out
It is possible to set a specific date for an item to be returned when checking out in Koha that will over-ride the due date set by the fines and circulation rules. Setting the due date just for the current checkout When checking out an item to a ...
Lost Charge or Fine
If you want the Lost charge to replace the Fines when a book is Lost : Set SysPref WhenLostForgiveFine = Forgive the fines on an item when it is lost Version History Version Date Detail Author 1.0 28/04/18 Doc. created Daphne Hoolahan 2.0 15/05/20 ...
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. ...
How to make fields on the borrower registration form mandatory
Step 1 - The Patron Registration Form Navigate to the patron add form through Patrons > New patron dropdown and choose any patron category from dropdown. As it is possible to add or remove items from the Patron Registration form, the content may ...
How to enable and perform batch checkouts
The standard checkout function on Koha allows items to be checked out to patrons one at a time, however, it is possible to allow multiple items to be checked out in the same action. This document will explain how to enable and use this option on the ...