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-<title>Online Help › System Preferences › Borrower Categories</title>
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<h1>Patron Categories</h1>
-<p>This is where you define the types of users of your library and how they will be handled.</p>
+<p>Patron categories allow you to organize your patrons into different roles, age groups, and patron types.</p>
-<h2>Category, Descriptions and Types</h2>
-<p>Start by assigning a Category Code and a Description to each patron category. Each Category can be one of four types:</p>
+<p>Patrons are assigned to one of six main categories:</p>
+
+<ul>
+ <li>Adult
+<ul>
+ <li>Most common patron type, usually used for a general 'Patron' category.</li>
+</ul>
+</li>
+ <li>Child
<ul>
- <li>Adult Patrons can be linked as "guarantors" to other patrons who are their dependents.</li>
- <li>Child Patrons a patron category that has a "guarantor"</li>
- <li>Organisational Patrons can be used for institutional members, like other libraries that borrow from you, in which case Koha expects slightly different information about the institution;</li>
- <li>Professional Patrons </li>
+ <li>Children patrons can have a guardian to be attached to them.</li>
+</ul>
+</li>
+ <li>Staff
+<ul>
+ <li>Patrons within the staff category will have access to the staff client.</li>
+</ul>
+</li>
+ <li>Organizational
+<ul>
+ <li>Organizational patrons are organizations. Organizations can be used as guarantors for Professional patrons.</li>
+</ul>
+</li>
+ <li>Professional
+<ul>
+ <li>Professional patrons can be linked to Organizational patrons</li>
+</ul>
+</li>
+ <li>Statistical
+<ul>
+ <li>This patron type is used strictly for statistical purposes, such as in house use of items.</li>
+</ul>
+</li>
</ul>
-<h2>Enrollment Period</h2>
-<p>Enrollment period is a number indicating how many years a user's enrollment is valid. If you consider enrollments to expire after four years for example (as in a school, perhaps), then set this number to 4. If enrollments never expire, set this to an impossibly high number (99).</p>
+<h2>Adding a patron category</h2>
-<h2>Upper Age Limit and Age Required</h2>
-<p>Upper Age Limit and Age Required set the age parameters for this type of user. If you issue children's cards to users between the ages of 2 and 18, for example, then Age Required would be "2" and Upper Age Limit would be "18." If there is no upper age limit, set this value to 99 (the highest allowed).</p>
+<p>To add a new patron category click 'New Category' at the top of the page</p>
-<h2>Enrollment Fee and Reserve Fee</h2>
-<p>Enrollment Fee and Reserve Fee (if any) should be entered either as whole numbers or with six decimal places, with no currency notation (e.g. "1.250000" instead of "$1.25").</p>
+<ul>
+ <li>The 'Category Code' is an identifier for your new code.
+<ul>
+ <li style="color: #990000;">Important: The category code is limited to 10 characters (numbers and letters)</li>
+</ul>
+</li>
+ <li>Enter a plain text version of the category in the 'Description' field.</li>
+ <li>Enrollment period (in months) should be filled in if you have a limited enrollment period for your patrons (eg. Student cards expire after 9 months or until a specific date)
+<ul>
+ <li style="color: #990000;">Important: You cannot enter both a month limit and a date until. Choose to enter either one or the other.</li>
+</ul>
+</li>
+ <li>Some patron categories can have a minimum age (in years) requirement associated with them, enter this age in the 'Age required'</li>
+ <li>Patron categories can also have a maximum age (in years) associated with them (such as children), enter this age in the 'Upperage limit'</li>
+ <li>If you charge a membership fee for your patrons (such as those who live in another region) you can enter that in the 'Enrollment fee' field.
+<ul>
+ <li style="color: #990000;">Important: Only enter numbers and decimals in this field</li>
+</ul>
+</li>
+ <li>If you want your patron to receive overdue notices, set the 'Overdue notice required' to 'Yes'</li>
+ <li>If you charge patrons for placing holds on items, enter the fee amount in the 'Hold fee' field.
+<ul>
+ <li style="color: #990000;">Important: Only enter numbers and decimals in this field</li>
+</ul>
+</li>
+ <li>In the 'Category type' field choose one of the six main parent categories</li>
+ <li>Finally you can assign advanced messaging preferences by default to a patron category
+<ul>
+ <li style="color: #990000;">Important: Requires that you have EnhancedMessagingPreferences enabled</li>
+ <li style="color: #990000;">Important: These can be changed for individual patrons, this setting is just a default to make it easier to set up messages for an entire category</li>
+</ul>
+</li>
+</ul>
-<h2>Overdue Notice Required</h2>
-<p>Overdue Notice Required lets you bypass generating overdue notices for this user type.</p>
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projects / koha.git / blobdiff