Salve! I love the little help clickies, but I'm noticing that many are blank. I also know that you guys have been working on stuff, as evidenced by my shiny new reports module. (Hooray! I won't have to manually count every book in the Library next year!) Thanks so much! I wrote some junk for the Member clickies, seeing as how that's a rather important slice of the ILS to me. Also, it's one of the pieces that I'm fairly comfortable with, so here goes. The URL is what I would theoretically see if I were on the page I would want the help clickie to refer to. _________________________________________________________________ http://65.110.139.7:8080/cgi-bin/koha/members/members-home.pl This is the Members portion of Koha. The Members portion stores the information you add about your patrons. To add a patron, type their name into the search box on the left, and click the OK button. If there is already a borrower matching the name you searched, it will show after you click OK. This can be particularly useful when people have lost their cards or when children forget their cards. That way, you can avoid having multiple numbers for the same patron. Alternatively, you can browse a section of borrowers by selecting the first letter of the Patron's last name from the list on the right. _____________________________________________________________________ http://65.110.139.7:8080/cgi-bin/koha/members/memberentry.pl Add Member This is the form for adding a new single member to the database. There is also a form for organisations, such as other libraries and non profit organisations you might lend to. You should use the Add Organisation tab at the top of the Member page for that. Every field with an asterisk must be filled out, or you will get an error, and the record will not be added to the database. If you accidentally have two members with the same card number, the second duplicate will show up as just commas after you confirm the record. When you are done with the record, click the Save button at the bottom. The clear all Fields button will reset the page to a blank form in case you made a mistake. ______________________________________________________________________ http://65.110.139.7:8080/cgi-bin/koha/members/memberentry.pl?categorycod e=I&actionType=Add Add Member, Institutional This is the form for adding a group of members. Suppose you had a YMCA group, or lend books to other Libraries. This would be the form to use for that purpose. Every field with an asterisk must be filled out, or you will get an error, and the record will not be added to the database. If you accidentally have two members with the same card number, the second duplicate will show up as just commas after you confirm the record. When you are done with the record, click the Save button at the bottom. The clear all Fields button will reset the page to a blank form in case you made a mistake. You can always come back and edit what you enter in the Add Member screen by searching for the borrower by using their last name or card number, selecting a user by clicking on the entry in the search list, and then clicking the Modify button on the member information screen. _________________________________________________________________ http://65.110.139.7:8080/cgi-bin/koha/members/moremember.pl? Member Information Screen This screen shows the information associated with a given patron. On the top left is their address and card number. A patron's annual membership fee payment status also shows on this screen. Any fines a patron has will show up in the top middle of this screen. Any materials a patron has requested will show up on the top right of this screen. You can get information on what a patron has read in the past by clicking on the Reading Record button. Any items a patron currently has out will show up under "Items currently on issue". If you would like to edit a patron's information, click the modify button on the lower left. If you would like to PERMANENTLY delete a user, click the delete button on the lower left. A confirmation box will appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete! The change password button allows a user to either set a new password or change their current password. This is useful to patrons that wish to place reserves online from home. You cannot see a password again once you change it, but you can reset a password. Modify user flags allows an administrator to set which clerks, librarians, patrons, technical support people or trustees have access to certain parts of the database. Right now, one can either have permission to access everything on the Intranet side, or just have access to the OPAC. ________________________________________________________________________ ___ Ta da, Brooke @ Hinsdale