Difference between revisions of "Koha-Library-Software/C3/Configure-Patron-Discharge-Certificate/English"

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(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'''
 
'''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.
 
'''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
 
{|border=1
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'''Title Slide'''
 
'''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'''
 
|| '''Slide Number 2'''
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|| In this tutorial, we will learn how to-
 
|| In this tutorial, we will learn how to-
  
−
* '''Configure '''a''' Patron Discharge Certificate'''.
+
* '''Configure ''' a '''Patron Discharge Certificate'''.
  
 
|-
 
|-
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'''Pre-requisites'''
 
'''Pre-requisites'''
 
* You should have knowledge of Library Science
 
* You should have knowledge of Library Science
−
 
  
 
|| To follow this tutorial, you should have knowledge of Library Science.
 
|| To follow this tutorial, you should have knowledge of Library Science.
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* It confirms that a patron has '''no checkouts''', '''holds''', or '''unpaid fines'''
 
* 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.
 
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  
 
|| Login with '''Superlibrarian''' account  
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'''Library: Spoken Tutorial Library'''
 
'''Library: Spoken Tutorial Library'''
  
−
Click on '''Login'''
+
Click on '''Login'''.
−
|| To '''configure '''a''' patron discharge certificate''', I have logged in as a '''Superlibrarian'''.
+
 
 +
|| To configure a patron discharge certificate, I have logged in as a '''Superlibrarian'''.
  
 
|-
 
|-
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Click on '''System preferences'''
 
Click on '''System preferences'''
−
|| The '''Koha administration '''page opens.
+
|| The '''Koha administration ''' page opens.
  
 
Click on '''System preferences'''.
 
Click on '''System preferences'''.
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From left side menu, click on the '''Patrons'''
 
From left side menu, click on the '''Patrons'''
−
|| '''System preferences Accounting preferences '''page opens.
+
|| '''System preferences Accounting preferences''' page opens.
  
 
Scroll down.
 
Scroll down.
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Click on '''Save all Patrons preferences'''
 
Click on '''Save all Patrons preferences'''
−
|| '''System preferences Patrons preferences '''page opens.
 
  
−
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.
 +
 
 +
One is '''Preference ''' and another one is '''Value'''.
  
 
Now scroll down and locate the '''useDischarge''' preference.
 
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:
 
|| Pop message in a black box confirms:
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|-
 
|-
 
|| On the '''Koha''' '''staff interface''', click on '''Tools '''module
 
|| 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  
 
|| Cursor on''' Tools''' page  
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|-  
 
|-  
 
|| '''Patrons and circulation '''section''' '''click on '''Notices and slips'''
 
|| '''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'''
 
|| Cursor on '''Notices and slips'''
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The last column '''Actions''' provides the option to '''Edit''' or '''Delete'''.
 
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'''.
+
 
 +
|| From the '''Copy notice''' field drop down select '''Copy to''' '''Spoken Tutorial Library'''.
 
|-  
 
|-  
 
|| Cursor on '''Actions '''click on '''Edit'''
 
|| Cursor on '''Actions '''click on '''Edit'''
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'''Code''': '''Discharge'''
 
'''Code''': '''Discharge'''
  
−
'''Name: Discharge confirmation'''
+
'''Name: Discharge confirmation'''.
 +
 
 
|| The '''Modify notice''' page opens with some predetermined fields.
 
|| The '''Modify notice''' page opens with some predetermined fields.
  
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<<borrowers.surname>>'''
 
<<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'''.
 
Here we can see that '''Koha''' has auto-filled the '''Message subject'''.
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<<branches.branchname>>
 
<<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.  
 
Delete the existing content.  
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|| Scroll down the page
 
|| 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'''.
 
|| As we scroll down the page, we can see options like '''Print''', '''SMS''', and '''Format'''.
 
|-  
 
|-  
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Cursor on '''Notices and slips'''
 
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.
 
This will bring us back to the '''Notices and slips''' page.
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|| Let’s quickly recap.
 
|| Let’s quickly recap.
 
|-
 
|-
−
|| '''Slide Number 6'''
+
|| '''Slide Number 7'''
  
 
'''Assignment'''
 
'''Assignment'''
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'''Thank you'''
 
'''Thank you'''
−
||  
+
|| Thank you for joining.
−
 
+
−
Thank you for joining.
+
 
|-
 
|-
 
|}
 
|}

Latest revision as of 11:51, 17 October 2025

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

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