3月26日KOHA

讀者與流通

讀者與流通 Patrons & Circulation
1. 讀者類型 Patron Categories
2. 縣市與鄉鎮 Cities and Towns
3. 道路型式 Road Types
4. 讀者屬性型式 Patron Attribute Types
5. 流通與罰款規則 Circulation and Fine Rules
6. 圖書館轉移限制 Library Transfer Limits
7. 館藏流通提示 Item Circulation Alerts

控制流通與讀者的資訊,在這裡設定。
Settings for controlling circulation and patron information.
1. 讀者類型
Patron Categories
依角色、年齡、類別等因素,把讀者分為不同的類型。
Patron categories allow you to organize your patrons into different roles, age groups, and patron types.
首頁 › 管理 › 讀者和流通 › 讀者類型
Get there: More>Administration > Patrons & Circulation > Patron Categories


讀者屬於六種類型之一:
Patrons are assigned to one of six main categories:
成人 Adult
最常用的讀者類型。Most common patron type, usually used for a general 'Patron' category.
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兒童 Child
Children patrons can have a guardian to be attached to them.
館員 Staff
圖書館員(工讀生、志工)應給館員類型,適度授權,進入館員介面。Librarians (and library workers) should be
assigned the staff category so that you can set their
permissions and give them access to the staff client.
機構 Organizational
機構讀者就是機構,是專業讀者的保證人。
Organizational patrons are organizations. Organizations can be used as guarantors for Professional patrons.
專業 Professional
專業讀者與機構連結。
Professional patrons can be linked to Organizational patrons
統計 Statistical
統計之用的讀者,如:館內使用統計。
This patron type is used strictly for statistical purposes, such as in house use of items.
1.1.新增讀者類型
Adding a patron category
點選頁面上緣的 ‘新增類型’,即可新增讀者類型。
To add a new patron category click 'New Category' at the top of the page


‘類型代碼’是辨識碼。
The 'Category Code' is an identifier for
your new code.
重要 Important
類型代碼須在10字元以內(數字與文字)。
The category codeis limited to 10 characters (numbers and letters)
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重要 Important
此欄位為必備,若空白,則出現錯誤。
This field is required in order to save your patron category. If left blank you will be presented with an error.


在‘描述’輸入純文字。
Enter a plain text version of the category in the 'Description' field.
重要 Important
此欄位為必備,若空白,則出現錯誤。
This field is required in order to save your patron category. If left blank you will
be presented with an error.


註冊有效日期(月)應填入讀者的有效月份(如:小學生讀者證有效為6年,或交換學生證有效期至指定日期)。
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)
重要 Important
不能同時輸入有效的月份與特定日期,祗能二選一。
You cannot enter both a month limit and a date until. Choose to
enter either one or the other.
重要 Important
此欄位為必備,若空白,則出現錯誤。
This field is required in order to save your patron category. If left blank you will
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最後,您可以對讀者類型給予預設的指定進階訊息偏好。
Finally you can assign advanced messaging preferences by default to
a patron category
重要 Important
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應先設定‘允許’這個偏好設定‘讀者選擇收取訊息的種類與時間。這個選項祗適用於特定的訊息’。
Requires that you have EnhancedMessagingPreferences enabled
重要 Important
個別讀者可以改變此設定,此設定祗是對全體類別的預設值。
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
2.縣市和鄉鎮 Cities and Towns
為了標準化輸入內容,可以設定縣市與鄉鎮,新增讀者時,祗需從表單裡選擇,不必逐一輸入資訊。
To standardize patron input youcan define cities or towns within your region so that when newpatrons are added librarians simply have to select the town from alist instead of having to type the town and zip (or postal) codeinformation.
首頁 › 管理 › 讀者和流通 › 讀者類型 › 縣市和鄉鎮
Get there:More > Administration > Patrons & Circulation > Cities and
Towns
1.新增縣市 Adding a City
點選頁面上端的‘新增縣市’鈕,輸入縣市名、狀態、郵寄區號、國家。
To add a new city, click the 'New City' button at the top of the
page and enter the city name, state, zip/postal code and country.


點選‘送出’後,儲存該縣市。
One you click Submit, your city will besaved and will be listed on the Cities and Towns page
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任何時間,都可以編修或刪除縣市。
Cities can be edited or deleted at any time.
2.2.在新增讀者表格檢視縣市 Viewing Cities on Patron Add Form
以新增縣市表格定義縣市後,新增或編輯讀者記錄時,就可以從下拉選單使用該縣市。
If you have defined local cities using the New city form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.


一次設定多次使用,免除輸入錯誤的縣市名稱與郵遞區號。
This will allow for easy entry of local cities into the patron record without risking the potential for typos or mistaken zip/postal codes.
3.道路類型 Road Types
為了標準化讀者的輸入,您可以定義道路類型,圖書館員可以從選單中挑選,不必逐一輸入。
To standardize patron input you can define road types within your region so that when new patrons are added librarians simply have to select the road from a list instead of having to type it in.
祕訣 Tip
您可以使用縮寫或全名。
If you want your patrons to have their road types abbreviated all of the time then you can enter the appropriate abbreviations here, if you'd like the road types to always be spelled out you can do that here as well.
1. 新增道路類型 Adding Road Types
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點選‘新增道路類型’,輸入想要顯示的道路類型。
To add a road type, click 'New Road Type' and then enter the road type the way you'd like it displayed.


送出表格後,新的道路類型就出現在道路類型頁面。
Once you submit the form, your new road type will be listed on the Road Types page


2.在新增讀者表格檢視道路類型 Viewing Road Types on
Patron Add form
新增或編輯讀者時,若已定義道路類型,可以從道路類型表格裡的選單找到。
When adding or editing a patron, if you have road types defined, there will be a pull down to choose the road type from.


3.讀者屬性型式 Patron Attribute Types
讀者屬性定義客製欄位與讀者記錄的關係,需先設定ExtendedPatronAttributes 系統偏好為啟用。
Patron attributes can be used to define custom fields to associate with your patron records. In order to enable the use of custom fields you need to set the ExtendedPatronAttributes system preference.
首頁 › 管理 › 讀者和流通 › 讀者屬性形式
Get there: More >Administration > Patrons & Circulation > Patron attribute types
學號、身份證字號是常用的。
A common use for this field would be for a student ID number or a Driver's license number.
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1.新增讀者屬性 Adding Patron Attributes
點選頁面上方的‘新增讀者屬性類型’鈕。
To add a new Patron Attribute Type, click the 'New Patron Attribute Type' button at the top of the page
在‘讀者屬性形式代碼’欄位,輸入該欄位的代碼。
In the 'Patron attribute type code', enter a short code to identify this field
重要 Important
此欄位的代碼最多10個字元(祗限數字與字元)。
This field is limited to 10 characters (numbers and letters only)
重要 Important
設定之後,不能改變。
This setting cannot be changed after an attribute is defined
在‘描述’欄位,輸入較長的純文字說明。
In the 'Description' field,enter a longer (plain text) explanation of what this field will contain
勾選‘可重複’欄位,讀者記錄就可以有複數的多值。
Check the box next to 'Repeatable' to let a patron record have multiple values of this attribute.
重要 Important
設定後,此值不能改變。
This setting cannot be changed after an attribute is defined
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若勾選‘唯一識別碼’,表示該屬性是唯一的識別碼,其他的讀者
記錄不能使用它。
If 'Unique identifier' is checked, the attribute will be a unique identifier which means, if a value is given to a patron record, the same value cannot be given to a different record.
重要 Important
設定後,此值不能改變。
This setting cannot be changed after an attribute is defined
勾選‘允許密碼’後,將密碼與該屬性掛勾。
Check 'Allow password' to make it possible to associate a password with this attribute.
勾選‘顯示於線上公用目錄’後,在線上公用目錄的讀者詳情,顯示此屬性。
Check 'Display in OPAC' to display this attribute ona patron's details page in the OPAC.
勾選‘可查詢’後,此屬性可以從館員介面搜尋。
Check 'Searchable' to make this attribute searchable in the staff
patron search.
勾選‘顯示於借出時’後,在借出畫面及其他的讀者頁面,可顯示此屬性。
Check 'Display in check-out' to make this attribute visible in the patron's short detail display on the left of the checkout screen and other patron pages


‘容許值類型’;選定後,讀者記錄的輸入頁面,將祗能選擇容許值。Authorized value category; if one is selected, the patron record input page will only allow values to be chosen from the authorized value list.
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首先,要把容許值加入選單。
You will first need to add an authorized value list for it to appear in this menu
首頁 ›管理 › 基本參數 › 容許值
Get there: More > Administration > Basic Parameters > Authorized Values
重要 Important
批次匯入讀者時,容許值清單不是必備的。
an authorized value list is not enforced during batch patron import.
點選儲存。Click Save to save your new attribute
新增之後,屬性將出現在屬性清單及新增/編輯讀者記錄的表格裡。
Once added your attribute will appear on the list of attributes and
also on the patron record add/edit form


2.編輯/刪除讀者屬性 Editing/Deleting Patron Attributes
在屬性清單裡,每個讀者屬性都有編輯與刪除連結。
Each patron attribute has an edit and a delete link beside it on the list of attributes.
建立之後,部份屬性的欄位不能編輯。
Some fields in the attribute will not be editable once created:
讀者屬性類型代碼 Patron attribute type code
可重複 Repeatable
唯一識別符號 Unique identifier
使用中的屬性,不能刪除它。
You will be unable to delete an
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attribute if it's in use.