koha 讀者

第三章 讀者

Chapter 3. Patrons目次 Table of Contents

1. 新增讀者 Add a new patron

2. 新增館員讀者 Add a Staff Patron

3. 新增統計讀者 Add a Statistical Patron

4. 抄錄讀者資料 Duplicate a Patron

5. 編輯讀者 Editing Patrons

6. 讀者權限 Patron Permissions

6.1. 設定讀者權限 Setting Patron Permissions

6.2. 讀者權限內容 Patron Permissions Defined

7. 讀者資訊 Patron Information

7.1. 借出 Check Out

7.2. 詳情 Details

7.3. 罰款 Fines

7.4. 借出記錄 Circulation History

7.5. 修改記錄 Modification Log

7.6. 通知 Notices

8. 搜尋讀者 Patron Search

匯入或新增讀者之前，應先設定讀者類別。Before importing and/or adding patrons be sure to set up your patron categories.
1. 新增讀者 Add a new patron到‘讀者模組’，新增讀者。Patrons are added by going to the 'Patrons' module.

• 點選‘新增’ Click 'New'

• 首先輸入辨識用的資訊。First enter the identifying information regarding your patron

• 必備欄位在系統偏好的 BorrowerMandatoryField 裡設定。Required fields are defined in the BorrowerMandatoryField system preference
• 在 BorrowersTitles 系統偏好，設定敬稱。Salutation is populated by the BorrowersTitles system preference

• 接著，輸入連絡資訊。Next enter the contact information

• 主 要電話與主要電子郵件將出現在流通產生的通知與收條(收據、轉移收條與預約收條)，主要電子郵件也是寄發逾期通知與其他訊息的地方。For contact information, note that the primary phone and email addresses are the ones that appear on notices and slips printed during circulation (reciepts, transfer slips and hold slips). The primary email is also the one that overdue notices and other messages go to.

• 兒童讀者必須依附在成年人讀者之下。If this patron is a child, you will be asked to attach the child patron to an adult patron

• 點選‘搜尋讀者’，搜尋讀者。Click 'Set to Patron' to search your system for an existing patron
• 若保證人不在系統內，您可以在欄位裡輸入姓名。If the Guarantor is not in the system, you can enter the first and last name in the fields available
• 保證人與兒童讀者與保證人的關係，設定在 borrowerRelationship 系統偏好。The relationships are set using the borrowerRelationship system preference

• 專家讀者，則需依附在機構讀者之下。If this patron is a professional, you will be asked to attach the patron to an organizational patron

• 點選‘搜尋讀者’，搜尋讀者。Click 'Set to Patron to search your system for an existing patron

• 每個讀者都有其他連絡方式。Each patron can have an alternate contact

• 其 他連絡人可以是父母或法定代理人。在學校裡，可以是住家地址。An alternate contact could be a parent or guardian. It can also be used in academic settings to store the patron's home address.

• 圖書館管理區塊裡，放的是館內使用的資訊。The library management section includes values that are used within the library

• 讀 者證號碼欄位是自動給予，如果在 autoMemberNum 系統設定裡，已經設定好。The card number field is automatically calculated if you have the autoMemberNum system preference set that way

• 說明 Note

剛 安裝好的系統，讀者證號碼由 1 開始，每次增加 1。可以指定條碼號為開始的數字，以後就每次增加 1。For a newly installed system this preference will start at 1 and increment by 1 each time after. To have it start with the starting number of your barcodes, enter the first barcode by hand in the patron record and save the patron. After that the field will increment that number by 1.

• 選錯的讀者類型，可以在這裡調整。If you accidentally chose the wrong patron category at the beginning you can fix that here

• 排序 1 與排序 2，係供圖書館統計之用。Sort 1 and 2 are used for statistical purposes within your library

• 接著，設定圖書館區塊裡，包括以下設定。Next, the Library Setup section includes additional library settings

• 登記日期將自動填入今天。The registration date will automatically be filled in with today's date
• 有 效日期(留空白，系統會自動計算)，會自動計算。If your patron cards expire (based on your patron category settings) the Expiry date will automatically be calculated
• 線上公用目錄說明顯示在線上公用目錄裡的讀者記錄上。The OPAC Note is a note for the patron - it will appear in the OPAC on the patron's record
• 流 通說明祗給館員看，借出與還入時，顯示在館員介面上。The Circulation Note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron

• 登 入線上公用 目錄/館員介面欄位，是館員/讀者登入線上公用目錄/館員介面時，用到的帳號與密碼。The Staff/OPAC asks for the username and password to be used by the patron (and/or staff member) to log into their account in the OPAC and for staff to log in to the staff client.

• 讀者的其他屬性，將顯示在下個區塊。If you have set additional patron attributes up, these will appear next

• 最 後，若系統設定 EnhancedMessagingPreferences 為允許，您可以選擇此讀者的訊息偏好。Finally, if you have EnhancedMessagingPreferences set to 'allow,' you can choose the messaging preferences for this patron.

• 重要 Important

這些設定將取代於讀者類型裡的設定。These preferences will override any you set via the patron categories

• 重要 Important

讀者可以經由線上公用目錄修改這些設定。These preference can be altered by the patron via the OPAC

• 完成後，按下‘儲存’鈕。Once finished, click 'Save'

若系統懷疑此讀者重複，將提示您。If the system suspects this patron is a duplicate of another it will warn you.

2. 新增館員 Add a Staff Patron
管 理 Koha 的人，必須是‘館員’類型的讀者，依照新增讀者的程序，新增館員，然後，依照館員權限的程式，設定館員的權限。All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions

重要 Important

記 得要給館員帳號及密碼，登入館員介面需用到它。Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.

3. 新增統計讀者 Add a Statistical Patron館 內使用的資訊，須以統計讀者身份取得。在讀者類型裡，先新增一個統計讀者。To track in house use of items you will need a patron of the Statistical type. First you will need a patron category set up for your Statistical patron.

再 來，依照新增讀者程序，建立讀者資料。它不是真的讀者，祗要填入必備欄位、圖書館的資料即可。Next, follow the steps put forth in the 'Add a new Patron' section of this manual. Since this patron is not a real person, simply fill in the required fields, the correct library and nothing else.
4. 抄錄讀者資料 Duplicate a Patron新 增同個家庭成員的讀者時，不需要重複輸入相同的資料，Koha 允許您複製另個讀者的資訊，然後祗更改姓名等不同的欄位。Sometimes when you're adding a new family to your system you don't want to type the contact information over and over. Koha allows for you to duplicate a patron and change only the parts you want to (or need to) change.

• 打開想要複製的讀者。Open the patron you want to use as your base (the patron you want to duplicate information from)

• 點選頁面上端的‘複製’鈕。Click the 'Duplicate' button at the top of their record
  • 除 了名、讀者證號碼、使用者名稱及密碼外，其他的資料不變；填寫之後，按下‘儲存’鈕。All of the fields with the exception of first name, card number, username and password have been duplicated. Fill in the missing pieces and click 'Save'
  • 秘訣 Tip
  點 選已有資料的欄位，將刪除該欄位的內容，以備輸入新的資料。Clicking in a field that is already populated with data will clear that field of all information (making it easier for you to type in something different)
• 然後，完成新增讀者。You will be brought to your new patron

5. 編輯讀者 Editing Patrons多種方式編輯讀者的資訊。Patrons in Koha can be edited using one of many edit buttons.

• 點選該讀者頁面上端的‘編輯’鈕，可以編輯所有的欄位。To edit the entire patron record simply click the 'Edit' button at the top of the patron record.

• 點選‘更改密碼’鈕，可以更改密碼。To only change the patron's password, click the 'Change Password' button

• 密碼都經過加密，館員不能恢復它，祗能重設新的密碼。Patron passwords are encrypted and cannot be recovered by the library staff

• 此 表格將以亂數產生自動的密碼，不是舊的密碼，祗是隨機產生的一個密碼。This form will automatically generate a random password, this password is not the patron's current password, just a new random password

• 編 輯特定區塊的資料adi，可以點選該區塊之下的 ‘編輯’鈕。To edit a specific section of the patron record (for example the Library Use section) click the 'Edit' link below the section
  • 點 選‘管理讀者照片’鈕，就可以從個人電腦裡選取照片，上傳。A patron image can be added by browsing for the image on your machine from the 'Manage Patron Image' section

• 如 果，把系統偏好 patroimages 設定為不允許，則無此管理讀者照片區塊。This form will not appear if you have the patronimages system preference to not allow patron images

• 上傳大批讀者照片，使用工具裡的上傳大批讀者照片。To add patron images in bulk, use the Upload Patron Images Tool

• 設定讀者旗標，就能阻止讀者借出館藏。Patrons can also be blocked from checking items out by setting Patron Flags

• Koha 沒有讓兒童讀者自動成長為成年讀者的設計，必須在‘更多’選單裡，點選‘更新兒童讀者為成年讀者。’Children patrons do not become adults automatically in Koha. To upgrade a child patron to and adult patron category click on the 'More' menu and choose 'Update Child to Adult Patron'

6. 讀者權限 Patron Permissions讀者權限是讓館員讀者近用館員介面之用。Patron Permissions are used to allow staff members access to the staff client.

重要 Important

必 須先有‘編目’權限，才能進入館員介面。In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.

6.1. 設定讀者權限 Setting Patron Permissions必須先讓讀者有‘館員’屬性，才能設定讀者權限。To set patron permissions, you must first have a patron of the 'Staff' type open

• 在讀者記錄頁面，點選‘更多’，選擇‘設定權限’，改變讀者的權限。On the patron record click More and choose Set Permissions to alter patron permissions

• 有 一長串的偏好，部份的偏好之前有加號，點選之後，可以展開該偏好。You will be presented with a list of preferences, some of which can be expanded by clicking the plus sign to the left of the section title.
  6.2. 讀者權限內容 Patron Permissions Defined
• 超級圖書館員 superlibrarian
  • 可以近用館員介面的所有功能。Access to all functions within the staff client
    • 秘訣 Tip

勾選超級圖書館員之後，不必再勾選其他的權限。With this selected there is no need to choose any other permissions

• 流通 circulate
  • 可以近用館員介面的‘流通’頁面，並執行借出與還入工作。Ability to check (issue) books out and in and access the 'Circulation' page in the staff client
  • 可擴充此功能。This section can be expanded (Learn more)
• 目錄 catalogue
  • 允許館員在館員介副搜尋目錄 Allows staff members to search the catalog via the staff client
  • 所有的館員都必須有此權限。Must be given to all staff members to allow them to login to the staff client
• 參數 parameters
  • 近用至管理選單的所有區塊。Provides access to all areas of the Administration menu
• 讀者 borrowers
  • 允許新增或修改館員(但不能設定權限)。Allows staff members to add or modify patrons (with the exception of setting permissions)
• 權限 permissions

• 允許設定讀者權限。Ability to set patron permissions

• 為讀者預約 reserveforothers
  • 經由館員介面為讀者預約。Ability to place holds on books for patrons via the staff interface
  • 可擴充此功能。This section can be expanded (Learn more)
• 借出 borrow
  • 館員可以從此圖書館借出。Grants staff members the rights to borrow books from the library
• 編輯目錄 editcatalogue
  • 可以編目館藏(新增與編輯書目與預約資訊)。Ability to catalog items (add and edit bibliographic and holdings data)
  • 可擴充此功能。This section can be expanded (Learn more)
• 更新收費 updatecharges
  • 管理讀者帳號(包括應付罰款、新增罰款與新增收據)。Manage patron accounts (including paying fines, adding credits, and creating invoices)
• 採訪 acquisition
  • 近用採訪與讀者推薦購買模組 。Provides access to the acquisitions and patron purchase suggestion modules
  • 可擴充此功能。This section can be expanded (Learn more)
• management
  • 不再使用此權限 No longer in use
• tools
  • 近用館員介面工具區裡的所有功能 Access to all items in the Tools section of the staff client
  • 可擴充此功能。This section can be expanded (Learn more)
• editauthorities
  • 近用至編輯權威記錄 Provides access to edit the authority record
• serials
  • 近用至期刊模組 Allows access to the serials module
  • 可擴充此功能。This section can be expanded (Learn more)
• reports
  • 近用至報表模組(新增、編輯及執行所有的報表) Allow access to the Reports module (ability to create, edit and run all reports)
  • 流通頁面的報表，不受此權限管理 Reports found on the Circulation page are not controlled by this permission
  • 可擴充此功能。This section can be expanded (Learn more)
• staffaccess
  • 具有修改館員讀者登入/權限的能力 Provides the ability to modify login / permissions for staff users
  • 重要 Important

需要前述的讀者權限 Requires the borrowers permission above

6.2.1. 流通權限 Granular Circulate Permissions具 有‘流通’(circulate)權限的館員，可以執行以下的工作，可以進一步細分權限。If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:

• circulate_remaining_permissions
  • 除了續借以外的流通功能。All circulation rights except the ability to override renewals
• override_renewals
  • 取代禁止續借。Override blocked renewals
  • 館員同時應有 circulate_remaining_permissions 的權限。Requires that the staff member also has circulate_remaining_permissions

6.2.2. 預約權限 Granular Holds Permissions具 有‘為他人預約’(reserveforothers)權限的館員，可以執行以下的工作，可以進一步細分權限。If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:

• 修改預約順序 modify_holds_priority
  • 改變預約順序(升降排列的順位)。Allow staff members to alter the holds priority (moving patrons up and down the queue)
• 預約 place_holds
  • 在館員介面為讀者預約。Allows staff members to place holds for patrons via the staff interface

6.2.3. 編目權限 Granular Cataloging Permissions具 有‘編輯目錄’(editcatalogue)權限的館員，可以執行以下的工作，可以進一步細分權限。If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:

• 編輯書目 edit_catalogue
  • 經由編目頁面近用所有編目功能。Ability to access all cataloging functions via the Cataloging page
• 編輯館藏 edit_items
  • 編輯館藏，不是編輯書目的權限。Ability to make edits to item records, but not bib records
• 快速編目 fast_cataloging
  • 進入流通頁面的快速編目。The ability to catalog using only the Fast Add Framework found on the Circulation page

6.2.4. 採訪權限 Granular Acquisitions Permissions具 有‘採訪’(acquistion)權限的館員，可以執行以下的工作，可以進一步細分權限：If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:

• budget_add_del
  • 新增與刪除預算(不是修改) Ability to add and delete budgets (not modify)
• budget_manage
  • 管理預算 Manage budgets
• budget_modify
  • 編輯預算(不是新增或刪除)Ability to edit existing budgets (not to add or delete)
• contracts_manage
  • 管理合約 Manage contracts
• group_manage
  • 管理訂單與購物籃群組 Manage orders and basket groups
• order_manage
  • 管理訂單與購物籃 Manage orders and baskets
• order_receive
  • 簽收訂單與購物籃 Manage orders and baskets
• period_manage
  • 管理囗囗 Mange periods
• planning_manage
  • 管理預算規畫 Manage budget planning
• vendors_manage
  • 管理供應商 Manage vendors

6.2.5. 期刊權限 Granular Serials Permissions具 有‘期刊’(serials)權限的館員，可以執行以下的工作，可以進一步細分權限:：If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:

• check_expiration
  • 核對期刊到期日 Check the expiration of a serial
• claim_serials
  • 催缺 Claim missing serials
• create_subscription
  • 新增訂閱 Create a new subscription
• delete_subscription
  • 刪除訂閱 Delete an existing subscription
• edit_subscription
  • 編輯既有的訂閱(不是新增也不是刪除) Edit (but not delete or create) an existing subscription
• receive_serials
  • 簽收到館期刊 Receive serials on existing subscriptions
• renew_subscription
  • 續訂 Renew an existing subscription
• routing
  • 管理傳閱清單 Manage routing lists

6.2.6. 工具權限 Granular Tools Permissions具 有‘為他人預約’(reserveforothers)權限的館員，可以執行以下的工作，可以進一步細分權限：If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:

• batch_upload_patron_images
  • 批次或逐個上傳讀者照片 Upload patron images in batch or one at a time (Access to the Image Upload Tool)
• delete_anonymize_patrons
  • 刪除舊讀者和匿名流通記錄(刪除讀者借出記錄) Delete old borrowers and anonymize circulation/reading history (Access to the Anonymize Patron Tool)
• edit_calendar
  • 設定閉館日 Define days when the library is closed (Access to the Calendar/Holidays Tool)
• edit_news
  • 發佈公告到線上公用目錄和館員介面 Write news for the OPAC and staff interfaces (Access to the News Tool)
• edit_notice_status_triggers
  • 設定逾期館藏的通知/狀況 Set notice/status triggers for overdue items (Access to the Overdue Notice Status/Triggers Tool)
• edit_notices
  • 設定通知(列印和 E-mail 逾期通知等訊息 Define notices (Access to the Notices Tool)
• export_catalog
  • 匯出書目和館藏資料 Export bibliographic and holdings data (Access to the Export Bibliographic & Holdings Data Tool)
• import_patrons
  • 匯入讀者資料 Import patron data (Access to the Import Patrons Tool)
• inventory
  • 盤點館藏 Perform inventory (stocktaking) of your catalog (Access to the Inventory Tool)
• items_batchdel
  • 刪除批次館藏 Perform batch deletion of items (Access to the Delete a queryset of items Tool)
• items_batchmod
  • 刪除修改館藏 Perform batch modification of items (Access to the Modify a queryset of items Tool)
• label_creator
  • 從 目錄與讀者資料，新增可列印的畫標與條碼(近用至新增標籤與快速新增標籤工具) Create printable labels and barcodes from catalog and patron data (Access to the Label Creator and Quick Label Creator Tools)
• manage_csv_profiles
  • 新增與編輯 CSV 設定檔(近用至 CSV 設定檔工具) Create and edit CSV profiles (Access to the CSV Profiles Tool)
• manage_staged_marc
  • 匯 入 MARC 書目管理，包括完成與回復匯入(近用至匯入 MARC 書目管理工具) Managed staged MARC records, including completing and reversing imports (Access to the Manage Staged MARC Records Tool)
• moderate_comments
  • 核可讀者的評論(近用至評論與標籤工具) Moderate patron comments (Access to the Comments and Tags Tools)
• schedule_tasks
  • 執行排程(近用至排程工具) Schedule tasks to run (Access to the Task Scheduler Tool)
• stage_marc_import
  • 匯入MARC記錄至儲存庫(近用至匯入 MARC 書目工具) Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)
• view_system_logs
  • 瀏覽系統記錄(近用至瀏覽記錄檔工具) Browse the system logs (Access to the Log Viewer Tool)

6.2.7. 報表權限 Granular Reports Permissions具 有‘報表’(reports)權限的館員，可以執行以下的工作，可以進一步細分權限:If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

• create_reports
  • 新增與編輯，但不能執行 SQL 報表 The ability to create and edit but not run SQL reports
• execute_reports
  • 可執行，但不能新增與編輯 SQL 報表 The ability to run but not create or edit SQL reports

7. 讀者資訊 Patron Information檢 視左欄的讀者資訊。When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.
7.1. 借出 Check Out從這裡可以看到借出的館藏。For instruction on checking items out, view the Checking Out section of this manual.
7.2. 詳情 Details所 有的讀者資訊都顯示在詳情裡，包括：連絡資訊、說明、讀者屬性、訊息偏好等。All patron information will appear on the Details tab. This includes all the contact information, notes, custom patron attributes, messaging preferences, etc entered when adding the patron.

7.3. 罰款 Fines讀 者的帳號記錄，顯示在罰款裡。不祗是給罰款金額，還顯示註冊費、借閱費、預約費等其他費用。The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.
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7.3.1. 罰款/費用 Charging Fines/Fees大部份的費用從預設排程中取得：Most fees and fines will be charged automatically if the fines cron job is running:

• 依照流通與罰款規則收取 Fines will be charged based on your Circulation & Fines Rules
• 預約費用由讀者類型設定 Hold fees will be charged based on the rules you set in the Patron Types & Categories administration area
• 租金由館藏類型設定 Rental fees will be charged based on the settings in your Item Types administration area
• 在 編目模組中設定‘遺失’館藏時，自動向讀者收取重置費用。Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item

7.3.2. 繳交罰款/免除Pay/Reverse Fines全額繳交罰款，點選‘罰款’鈕，Each line item can be paid in full (or written off) using the 'Pay Fines' tab.

• 每筆館藏的罰款，可以個別或全額繳交、部份繳文，或免除。Each line item can be paid in full, partially paid, or written off.
• 全額繳交 Pay a fine in full
  • 在想要繳交的館藏列旁，點選‘繳交’鈕。Click "Pay" next to the fine you want to pay in full
  • 罰款總額會送到‘從讀者收到’盒裡。The full amount of the fine will be populated for you in the "Collect From Patron" box