Koha-Library-Software/C3/Configure-Patron-Discharge-Certificate/English

Title of the Script: Configure Patron Discharge Certificate

Author: Vaibhavi Satardekar and Maya Hans

Keywords: koha, koha 24.05, system preferences, tools module, notices and slips, custom notice template, email template, discharge certificate, no dues certificate, library clearance, video tutorial.

Pre-requisites: Add a New Patron.

Visual Cue	Narration
Slide Number 1 Title Slide	Welcome to this Spoken Tutorial on Configure Patron Discharge Certificate in Koha.
Slide Number 2 Learning Objectives We will learn how to- Configure Patron Discharge Certificate	In this tutorial, we will learn how to- Configure a Patron Discharge Certificate.
Slide Number 3 System Requirement Ubuntu Linux OS v22.04 Koha v24.05 Firefox v131.0.3 A working internet connection	To record this tutorial, I am using Ubuntu Linux OS version 22 point 04 Koha version 24 point 05 Firefox version 131 point 0 point 3 I also have a working internet connection.
Slide Number 4 Pre-requisites You should have knowledge of Library Science	To follow this tutorial, you should have knowledge of Library Science.
Slide Number 5 Please note Academic libraries often issue No Dues or Clearance Certificates to patrons In Koha this can be done by enabling the Discharge feature It confirms that a patron has no checkouts, holds, or unpaid fines	Please note academic libraries often issue: Discharge Certificates or No Dues or Clearance Certificates to the patrons. In Koha, this can be done by enabling the Discharge feature. It confirms that a patron has no checkouts, holds, or unpaid fines.
Login with Superlibrarian account Username - Bella Password - Library@1 Library: Spoken Tutorial Library Click on Login.	To configure a patron discharge certificate, I have logged in as a Superlibrarian.
Koha homepage Click on Koha administration	On the Koha homepage click on the Koha administration module.
Cursor on Koha administration Click on System preferences	The Koha administration page opens. Click on System preferences.
Cursor on System preferences Accounting preferences Scroll down From left side menu, click on the Patrons	System preferences Accounting preferences page opens. Scroll down. From the left side menu, click on the Patrons option.
Cursor on System preferences Patrons preferences Cursor on useDischarge>>Allow Click on Save all Patrons preferences	System preferences Patrons preferences page opens. Under the section General, we can see two columns. One is Preference and another one is Value. Now scroll down and locate the useDischarge preference. From the drop down change the value to Allow. Next click on the Save all Patrons preferences button at the top.
Pop message in a black box confirms: Saved preference useDischarge	A message in the black box confirms the Saved preferences.
Click on Home icon Koha homepage	Let us scroll up and go to the top left corner of the page. Click on the Home icon. This will bring us back to the Koha homepage.
On the Koha staff interface, click on Tools module	To customize the patron discharge certificate click on the Tools module.
Cursor on Tools page	The Tools page opens.
Patrons and circulation section click on Notices and slips	Under the Patrons and circulation section, click on Notices and slips.
Cursor on Notices and slips Cursor on Search bar type Discharge Cursor on Library, Module, Code, Name, Last updated, Copy notice, Actions	Notices and slips page opens. In the Search bar, type Discharge. It will show the following result. The last column Actions provides the option to Edit or Delete.
Cursor on Copy notice from drop down select Copy to Spoken Tutorial Library.	From the Copy notice field drop down select Copy to Spoken Tutorial Library.
Cursor on Actions click on Edit	From the last column Actions, click on the Edit tab.
Cursor on Modify notice Cursor on Libraries: All libraries Koha module: Patron Code: Discharge Name: Discharge confirmation.	The Modify notice page opens with some predetermined fields. Here we can see that Koha has auto-filled the Name field. So we will keep it as it is. You can change the name as per your requirement.
Cursor on Email Cursor on Message subject: Discharge for <<borrowers.firstname>> <<borrowers.surname>>	Next, click on the Email section to expand the email field. Now scroll down to the Message subject field. Here we can see that Koha has auto-filled the Message subject. So we will keep it as it is. You can change it as per your requirement.
In the Message body field: Library No Dues/ Clearance Certificate This is to certify that <<title>> <<borrowers.firstname>> <<borrowers.surname>>, bearing library membership card <<borrowers.cardnumber>>, Staff/Student of <<sort1>> Department has returned all documents borrowed from the library. He/she owes no dues to the Library. <img src=" Your OPAC URL/signature.jpg" width="75" height="50"> Librarian <<branches.branchname>>	To the right side of the Message body field we can see a textbox. Delete the existing content. Now pause the video and write an email as shown here.
Scroll down the page Print, SMS and Format.	As we scroll down the page, we can see options like Print, SMS, and Format.
Click on Save Cursor on Notices and slips	Click on the Save button at the top of the page. This will bring us back to the Notices and slips page.
Narration only	We have successfully configured the patron discharge certificate. This brings us to the end of this tutorial.
Slide Number 6 Summary In this tutorial we learned to: Configure Patron Discharge Certificate	Let’s quickly recap.
Slide Number 7 Assignment Configure patron discharge certificate with pending dues	As an assignment Configure a patron discharge certificate with pending dues.
Slide Number 8 Thank you	Thank you for joining.

Contributors and Content Editors

Madhurig, Mayahans