[Koha] Member help?

[BWS Johnson]

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 
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