How To Edit Patrons | Best Book Buddies
  1. Koha ManualKoha Manual
  2. Patrons
  3. How to edit patrons?

Patrons

How to edit patrons?

Patrons in Koha can be edited using one of many edit buttons.

  • To edit the entire patron record simply click the 'Edit' button at the top of the patron record.

     koha How to edit patrons
  • Patron passwords are not recoverable. The stars show on the patron detail next to the Password label are always there even if a password isn't set. If a patron forgets their password the only option is to reset their password. To change the patron's password, click the 'Change Password' button

     koha How to edit patrons
    • Koha cannot display existing passwords. Leave the field blank to leave password unchanged.

    • This form can automatically generate a random password if you click the link labeled "Click to fill with a randomly generated suggestion. Passwords will be displayed as text."

  • To edit a specific section of the patron record (for example the Library Use section) click the 'Edit' link below the section

     koha How to edit patrons
  • A patron image can be added by browsing for the image on your machine from the 'Manage Patron Image' section

     koha How to edit patrons
    • This form will not appear if you have the patronimages system preference to not allow patron images

    • To add patron images in bulk, use the Upload Patron Images Tool

  • Patrons can also be blocked from checking items out by setting Patron Flags

     koha How to edit patrons
    • If you would like your circulation staff to confirm a patron's address before checking items out to the patron, you can see the 'Gone no Address' flag

       koha How to edit patrons
    • If the patron reports that they have lost their card you can set the 'Lost Card' flag to prevent someone else from using that card to check items out

       koha How to edit patrons
    • If you would like to bar a patron from the library you can add a manual restriction

       koha How to edit patrons
    • If you enter in a date and/or note related to the restriction you will see that in the restricted message as well

       koha How to edit patrons
  • Children patrons do not become adults automatically in Koha unless you have Juvenile to Adult cron job running. To upgrade a child patron to and adult patron category manually go to the 'More' menu and choose 'Update Child to Adult Patron'

     koha How to edit patrons
    • You will then be presented with a pop up window asking which one of your adult patron categories this Child should be updated to

       koha How to edit patrons

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