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

Madhurig at 06:21, 17 October 2025

2025-10-17T06:21:53Z

Mayahans: Created page with "'''Title of the Script: Configure Patron Discharge Certificate''' Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''koha, koha 24.05, system preferences, tools mo..."

2025-09-10T05:52:28Z

Created page with "'''Title of the Script: Configure Patron Discharge Certificate''' Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''koha, koha 24.05, system preferences, tools mo..."

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'''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

{|border=1
|-
|| '''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 dropdown 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''' '''dropdown select '''Copy to Spoken Tutorial Library'''
|| From the '''Copy notice''' field dropdown 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: <center><h1>Library No Dues/ Clearance Certificate</h1></center>

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">

<h2>Librarian</h2>

<<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 6'''

'''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.
|-
|}

@@ Line 1: / Line 1: @@
 '''Title of the Script: Configure Patron Discharge Certificate'''
-Author: '''Vaibhavi Satardekar and Maya Hans
+'''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
+Pre-requisites: '''Add a New Patron'''.
 {|border=1
@@ Line 15: / Line 17: @@
 '''Title Slide'''
-|| Welcome to this Spoken Tutorial on '''Configure Patron''' '''Discharge Certificate '''in '''Koha'''.
+|| Welcome to this Spoken Tutorial on '''Configure Patron Discharge Certificate '''in '''Koha'''.
 |-
 || '''Slide Number 2'''
@@ Line 26: / Line 28: @@
 || In this tutorial, we will learn how to-
-* '''Configure '''a''' Patron Discharge Certificate'''.
+* '''Configure ''' a '''Patron Discharge Certificate'''.
 |-
@@ Line 48: / Line 50: @@
 '''Pre-requisites'''
 * You should have knowledge of Library Science
 || To follow this tutorial, you should have knowledge of Library Science.
@@ Line 59: / Line 60: @@
 * It confirms that a patron has '''no checkouts''', '''holds''', or '''unpaid fines'''
-|| Please note academic libraries often issue:* '''Discharge''' '''Certificates''' or
+|| Please note academic libraries often issue:
-* '''No Dues''' or
-* '''Clearance Certificates''' to the patrons.
+*  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'''.
+It confirms that a patron has no  checkouts,  holds, or  unpaid fines.
 |-
 || Login with '''Superlibrarian''' account
@@ Line 75: / Line 76: @@
 '''Library: Spoken Tutorial Library'''
-Click on '''Login'''
+Click on '''Login'''.
-|| To '''configure '''a''' patron discharge certificate''', I have logged in as a '''Superlibrarian'''.
 |-
@@ Line 87: / Line 89: @@
 Click on '''System preferences'''
-|| The '''Koha administration '''page opens.
+|| The '''Koha administration ''' page opens.
 Click on '''System preferences'''.
@@ Line 96: / Line 98: @@
 From left side menu, click on the '''Patrons'''
-|| '''System preferences Accounting preferences '''page opens.
+|| '''System preferences Accounting preferences''' page opens.
 Scroll down.
@@ Line 107: / Line 109: @@
 Click on '''Save all Patrons preferences'''
-Under the section''' General''' we can see two columns.
+|| '''System preferences Patrons preferences ''' page opens.
-One is '''Preference '''and another one is '''Value'''.
+Under the section ''' General''', we can see two columns.
 Now scroll down and locate the '''useDischarge''' preference.
-From the dropdown change the value to '''Allow'''.
+From the drop down change the value to '''Allow'''.
-Next click on the '''Save all Patrons preferences '''button at the top.
+Next click on the '''Save all Patrons preferences''' button at the top.
 |-
 || Pop message in a black box confirms:
@@ Line 134: / Line 137: @@
 |-
 || On the '''Koha''' '''staff interface''', click on '''Tools '''module
-|| To customize the patron discharge certificate click on the '''Tools '''module.
+|| To customize the patron discharge certificate click on the '''Tools ''' module.
 |-
 || Cursor on''' Tools''' page
@@ Line 140: / Line 143: @@
 |-
 || '''Patrons and circulation '''section''' '''click on '''Notices and slips'''
-|| Under the '''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'''
@@ Line 156: / Line 159: @@
 The last column '''Actions''' provides the option to '''Edit''' or '''Delete'''.
 |-
-|| Cursor on '''Copy notice '''from''' '''dropdown select '''Copy to Spoken Tutorial Library'''
+|| Cursor on '''Copy notice '''from''' '''drop down select '''Copy to Spoken Tutorial Library'''.
-|| From the '''Copy notice''' field dropdown select '''Copy to''' '''Spoken Tutorial Library'''.
 |-
 || Cursor on '''Actions '''click on '''Edit'''
@@ Line 172: / Line 176: @@
 '''Code''': '''Discharge'''
-'''Name: Discharge confirmation'''
+'''Name: Discharge confirmation'''.
 || The '''Modify notice''' page opens with some predetermined fields.
@@ Line 187: / Line 192: @@
 <<borrowers.surname>>'''
-|| Next, click on the '''Email '''section to expand the email field.
+|| Next, click on the '''Email ''' section to expand the email field.
-Now scroll down to the '''Message subject '''field.
+Now scroll down to the '''Message subject ''' field.
 Here we can see that '''Koha''' has auto-filled the '''Message subject'''.
@@ Line 212: / Line 217: @@
 <<branches.branchname>>
-|| To the right side of the '''Message body '''field''' '''we can see a textbox.
+|| To the right side of the '''Message body ''' field we can see a textbox.
 Delete the existing content.
@@ Line 221: / Line 226: @@
 || Scroll down the page
-'''Print, SMS '''and '''Format'''
+'''Print, SMS '''and '''Format'''.
 || As we scroll down the page, we can see options like '''Print''', '''SMS''', and '''Format'''.
 |-
@@ Line 227: / Line 233: @@
 Cursor on '''Notices and slips'''
-|| Click on the''' Save '''button at the top of the page.
+|| Click on the ''' Save ''' button at the top of the page.
 This will bring us back to the '''Notices and slips''' page.
@@ Line 245: / Line 251: @@
 || Let’s quickly recap.
 |-
-|| '''Slide Number 6'''
+|| '''Slide Number 7'''
 '''Assignment'''
@@ Line 257: / Line 263: @@
 '''Thank you'''
-||
+|| Thank you for joining.
-−
 Thank you for joining.
 |-
 |}