Circulation
How to use the built in Batch Change Due Date tool
This built in feature to allows staff to bulk edit due dates on checked out items. This document will outline how to navigate to and use the tool and includes a specific example to demonstrate how the process works. Step 1 - Navigate to the batch ...
Holds for Scooter sites
This document outlines the different options school sites have when setting up holds for their students. The instructions in this document assume the site is working with a one branch system, not including any Book Rental branches, as items in ...
How to address GONE patrons with items checked out
Summary of the issue Once a year patron accounts are updated so students move into their new yeargroups and new first years are added to the site. At this time any students that were in their final year of study will be sent to GONE, indicating they ...
Restrict Holds to Borrower's own Branch
Restrict Holds to Borrower’s own Branch If you want to prevent borrowers placing holds on items in other branches you set the restrictions in the Circulation and Fines Rules. First go to Administration, Circulation and Fines Rules and set the ...
How to use the Claim Returned function on Koha
It is possible to meaningfully record on the patron account items that are not on the shelf but that the patron claims to have returned. This document will outline the different options for enabling and formatting this feature. How to enable the ...
Setting a quarantined shelving location for items at check in
Introduction Many libraries have been advised to set newly returned items aside for sanitation before returning them to regular circulation. Koha can be used to support this process by temporarily marking returned items with a “Quarantined” shelving ...
How to resend a notice
This document will outline how resend a notice to a patron by locating the record of notices already on the patron account. Locate the notice that has already been sent out Go to the patron account and look in the Notices tab on the left hand side. ...
How to perform a batch deletion of items
This document will outline how to delete multiple item records in a batch using the batch delete function. Finding items to delete In order to delete items from your system it is necessary to have the barcodes or itemnumbers of the items to be ...
Overriding renewal rules
The rules for the renewal function are set at an overall level on the site, however, it is possible to give staff members permission to override these rules on individual patron accounts. Step 1 - Enable the ability to override renewal limits Go to ...
How to use the Batch Patron Anonymization tool
This tool enables you to anonymise patron circulation history, either instead of deleting patrons or in order to ensure circulation history can still be meaningfully reported on after a patron has been deleted. It is optional to enable the ...
Bug 23551 - Problem with renewal period when using the renewal tab in 18.11 and 19.05.03
We have been made aware of an issue with renewals being performed through the context sensitive search bar at the top of the home and circulation pages on the staff side. When an item is renewed in this area the due date is automatically set to the ...
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 ...
Currently being updated - How to enable patrons to control how long their circulation history is kept on the OPAC
In order for this function to work the Anonymous Patron system preference must be configured correctly. Please contact Interleaf Technology for help with this, or check the FAQ page for instructions. OPACPrivacy System Preference Go to Koha ...
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 ...
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 ...
How to 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. Enable the functionality Go to Koha administration > System Preferences and search for ...
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
Identifying the items to be modified In order to batch modify items from your system it is necessary to have an identifying number for the items to be modified. This identifying number can be barcodes or itemnumbers. These can be accumulated in a ...
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 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 set a custom due date at checkout
It is possible to set a specific date for an item to be returned by when checking out that will over-ride the due date set by the fines and circulation rules. For more information on how to set overall due dates through the fine and circulation ...
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
This document will outline how to require a specific field be filled out when a new patron is being created. + New patron form before marking a field as mandatory Navigate to the patron add form through Patrons > New patron dropdown and choose any ...