VaibhaviS at 06:43, 3 October 2025

2025-10-03T06:43:25Z

VaibhaviS: Created page with "'''Title of the Script: Issue Patron Discharge Certificate''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''koha, koha 24.05, discharge certificate, no due..."

2025-09-09T09:09:06Z

Created page with "'''Title of the Script: Issue Patron Discharge Certificate''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''koha, koha 24.05, discharge certificate, no due..."

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'''Title of the Script: Issue Patron Discharge Certificate'''

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''koha, koha 24.05, discharge certificate, no dues certificate, library clearance, generate discharge, issue discharge certificate, restrict patron, video tutorial.

'''Pre-requisites: '''Configure Patron Discharge Certificate

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Issue Patron Discharge Certificate '''in '''Koha'''.
|-
|| '''Slide Number 2'''

'''Learning Objectives'''

We will learn how to-
* '''Issue''' '''Patron''' '''Discharge Certificate'''

|| In this tutorial, we will learn how to-
* '''Issue '''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.
|-
|| Narration only
|| Please remember in an earlier tutorial we had '''Configured '''a''' Patron Discharge Certificate'''.

Now, we will learn to issue a''' Patron Discharge Certificate '''to the patron.
|-
|| Login with '''Superlibrarian''' account

'''Username - Bella '''

'''Password - Library@1'''

'''Library: Spoken Tutorial Library'''

Click on '''Login'''
|| I have already logged in as a '''Superlibrarian.'''

|-
| In the '''Check out '''bar >>''' '''type '''Krishna '''press '''Enter'''
|| On the '''Koha''' staff interface locate the '''Check out '''search bar.

Enter the patron card number or a partial name.

I will enter the patron’s name as''' Krishna '''and press '''Enter'''.
|-
| Cursor on '''Checkout'''

|| A '''Checkouts''' page with the details of Mister''' Krishna Gautam''' opens.
|-
| '''Slide Number 5'''

'''Please note'''
* Patrons must clear all dues and return books before the discharge is issued
* The '''discharge certificate''' can only be issued after all items have been '''checked in'''

|| Please note.

Patrons must clear all dues and return books before the discharge is issued.

The '''discharge certificate''' can only be issued after all items have been '''checked in'''.
|-
|| Narration only

Cursor on '''More>>Discharges'''

Under the patron details click on '''Discharges'''
|| To give discharge from the top menu bar click on '''More'''.

And from the dropdown select '''Discharge'''.
|-
|| Cursor on '''Discharge'''

Click on '''Generate discharge'''

Click on the download icon
|| The '''Discharge '''page opens with the option to '''Generate discharge'''.

Click on the''' Generate discharge '''button.

The certificate will be downloaded in pdf format.

To view the discharge certificate click on the download icon and select the file.

The '''Print notices''' '''certificate''' will open in a new tab.

We have now successfully issued the discharge certificate.
|-
|| Narration only

Library No Dues/Clearance Certificate

Put highlight boxes while editing.
|| Please note, once you generate a discharge certificate.

It means that the patron has returned all the items.

Patron now is no longer an active borrower as his/her account is closed.
|-
|| From the left side panel under the patron details>> click on '''Details'''

Cursor on '''Attention>>''' text highlighted in red says-
* Restricted since 07/30/2025: Patron's account is restricted.

Click on the '''view restrictions'''

Cursor on table details
|| Now close this '''Print notices''' '''certificate '''tab.

This will bring us back to the '''Discharge '''page.

Go to the left side menu.

Under the patron details click on '''Details'''.

A page with details of Mister''' Krishna Gautam '''opens.

Here under the '''Attention '''the text highlighted in red says-
* Restricted since 07/30/2025: Patron's account is restricted.

To view the restrictions click on the '''view restrictions '''tab.

This will display a table at the bottom of the page with Restrictions details.

To remove''' '''restrictions''' '''you may''' '''click on the''' Remove '''tab.

For now we will leave it as it is.
|-
|| Narration only
|| With this we come to the end of the tutorial.
|-
|| '''Slide Number 6'''

'''Summary'''

In this tutorial we learned to:
* '''Issue Patron Discharge Certificate'''

|| Let’s quickly recap.
|-
|| '''Slide Number 7'''

'''Assignment'''
* Issue '''Discharge Certificate''' to another patron

|| As an assignment
* Issue a '''Discharge Certificate''' to another patron.

|-
|| '''Slide Number 8'''

'''Thank you'''
||

Thank you for joining.
|-
|}

@@ Line 135: / Line 135: @@
 * Restricted since 07/30/2025: Patron's account is restricted.
-Click on the '''view restrictions'''
+Click on the '''view restrictions''' button
 Cursor on table details
@@ Line 151: / Line 151: @@
 * Restricted since 07/30/2025: Patron's account is restricted.
-To view the restrictions click on the '''view restrictions '''tab.
+To view the restrictions click on the '''view restrictions '''button.
 This will display a table at the bottom of the page with Restrictions details.
-To remove''' '''restrictions''' '''you may''' '''click on the''' Remove '''tab.
+To remove''' '''restrictions''' '''you may''' '''click on the''' Remove '''button.
 For now we will leave it as it is.

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

VaibhaviS at 06:43, 3 October 2025

VaibhaviS: Created page with "'''Title of the Script: Issue Patron Discharge Certificate''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''koha, koha 24.05, discharge certificate, no due..."