--- /dev/null
+.. include:: images.rst
+
+OPAC
+====
+
+This chapter assumes that you have the following preferences set as
+follows:
+
+- `opacthemes <#opacthemes>`__ = bootstrap
+
+- `OPACXSLTResultsDisplay <#OPACXSLTResultsDisplay>`__ = default
+
+- `OPACXSLTDetailsDisplay <#OPACXSLTDetailsDisplay>`__ = default
+
+- `DisplayOPACiconsXSLT <#DisplayOPACiconsXSLT>`__ = show
+
+- `TagsEnabled <#TagsEnabled>`__ = Allow
+
+- `TagsInputOnDetail <#TagsInputOnDetail>`__ =Allow
+
+- `TagsInputOnList <#TagsInputOnList>`__ = Allow
+
+- `reviewson <#reviewson>`__ = Allow
+
+- `ShowReviewer <#ShowReviewer>`__ = Allow
+
+- `ShowReviewerPhoto <#ShowReviewerPhoto>`__ =Allow
+
+- `OPACFRBRizeEditions <#OPACFRBRizeEditions>`__ = Show
+
+- `OPACAmazonCoverImages <#OPACAmazonCoverImages>`__ = Show
+
+- `XISBN <#XISBN>`__ = Use
+
+- `OPACSearchForTitleIn <#OPACSearchForTitleIn>`__ = Default set of
+ links
+
+- `OPACShowCheckoutName <#OPACShowCheckoutName>`__ = Don't show
+
+- `RequestOnOpac <#RequestOnOpac>`__ = Allow
+
+- `AutoResumeSuspendedHolds <#AutoResumeSuspendedHolds>`__ = Allow
+
+- `OpacBrowseResults <#OpacBrowseResults>`__ = Enable
+
+- `SuspendHoldsOpac <#SuspendHoldsOpac>`__ = Allow
+
+- `OPACShowBarcode <#OPACShowBarcode>`__ = Don't show
+
+- `OpacSeparateHoldings <#OpacSeparateHoldings>`__ = Don't separate
+
+- `OpacSeparateHoldingsBranch <#OpacSeparateHoldings>`__ = home library
+
+- `DisplayLibraryFacets <#DisplayLibraryFacets>`__ = holding library
+
+If your system preferences are set differently your displays may differ.
+
+`Search Results <#opacsearchresults>`__
+---------------------------------------
+
+To search the OPAC you can either choose to enter your search words in
+the box at the top of the OPAC or click on the 'Advanced Search' link to
+perform a more detailed search.
+
+OPAC Search Box
+|image937|
+
+For more on searching check the '`Searching <#searching>`__' chapter in
+this manual.
+
+`Results Overview <#opacresultsoverview>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After performing a search the number of results found for your search
+will appear above the results
+
+Total Results
+|image938|
+
+By default your search results will be sorted based on your
+`OPACdefaultSortField and OPACdefaultSortOrder <#opacdefaultsort>`__
+system preference values. To change this you can choose another sorting
+method from the pull down on the right.
+
+Results Sorting Options
+|image939|
+
+Under each title on your results list a series of values from your
+leader will appear. It is important to note that this has nothing to do
+with the item types or collection codes you have applied to your
+records, this data is all pulled from your fixed fields. This can be
+turned on or off with the
+`DisplayOPACiconsXSLT <#DisplayOPACiconsXSLT>`__ system preference.
+
+Leader Visualization
+|image940|
+
+Below each title you will see the availability for the items attached to
+the record.
+
+ **Note**
+
+ Even if you filtered on one library location all locations that hold
+ the item will appear on the search results.
+
+ **Important**
+
+ An item's hold status doesn't not affect whether or not the item is
+ 'available' until the item is in 'waiting' status. Items with
+ on-shelf holds will show as available until a librarian has pulled
+ them from the shelf and checked the item in make it show 'waiting'.
+
+Holdings Information
+|image941|
+
+If you have turned on `Enhanced Content <#enhancedcontent>`__
+preferences you may have book jackets on your search results.
+
+Book Jacket on Results
+|image942|
+
+If you have set your `Did you mean? <#didyoumean>`__ options you will
+see a yellow bar across the top of your results will other related
+searches.
+
+Did you mean?
+|image943|
+
+If you performed an advanced search you see an option to go back and
+edit your advanced search blow the list of results pages.Return to the
+last advanced search
+
+`Filters <#opacfilter>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To filter your results click on the links below the 'Refine Your Search'
+menu on the left of your screen
+
+Refine Your Results
+|image944|
+
+Depending on your setting for the
+`DisplayLibraryFacets <#DisplayLibraryFacets>`__ system preference you
+will see filters for your home, holding or both libraries.Library Facet
+
+After clicking a facet you can remove that filter from your results by
+clicking the small 'x' that appears to the right of the facet.Remove
+library facet
+
+`Search RSS Feeds <#searchrss>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+You will be able to subscribe to your search results as an RSS feed by
+clicking the RSS icon in your address bar or next to the number of
+results. To learn more about what RSS feeds are check out `this tutorial
+video <http://www.youtube.com/watch?v=0klgLsSxGsU>`__.
+
+RSS Feed Icon
+|image945|
+
+Subscribing to search results as RSS feeds will allow you to see when a
+new item is added to the catalog in your area of interest.
+
+`Bibliographic Record <#opacbibrec>`__
+--------------------------------------
+
+When you click on a title from the search results, you're brought to the
+bibliographic detail of the record. This page is broken down in several
+different areas.
+
+At the top of your screen will be the title and the GMD:
+
+Title
+|image946|
+
+Below the title the authors will be listed. These come from your 1xx and
+7xx fields. Clicking the author will run a search for other titles with
+that author.
+
+Author Display
+|image947|
+
+If you have an authority file you will see a magnifying glass to the
+right of author (and other) authorities. Clicking that magnifying glass
+will take you directly to the authority record.
+
+Authority link
+|image948|
+
+If you have your `DisplayOPACiconsXSLT <#DisplayOPACiconsXSLT>`__
+preference set to 'show' you will see a material type that is determined
+by values in your fixed fields (learn more in the `XSLT Item
+Types <#XSLTiTypes>`__ Appendix).
+
+XSLT Item Type
+|image949|
+
+Next you'll see the description of the record you're viewing:
+
+Basic Details
+|image950|
+
+Following that information you'll find the subject headings which can be
+clicked to search for other titles on similar topics
+
+Bibliographic Subjects
+|image951|
+
+If your record has a table of contents or summary it will appear next to
+the 'Summary' or 'Table of Contents' label
+
+Summary
+|image952|
+
+If your record has data in the 856 fields you'll see the links to the
+right of the 'Online Resources' label
+
+Online Resources
+|image953|
+
+If the title you're viewing is in a public list then you'll see a list
+of those to the right of the 'List(s) this item appears in' label and if
+it has tags they will appear below the 'Tags from this library' label
+
+Tags
+|image954|
+
+In the tabs below the details you will find your holdings data
+
+|image955|
+
+Any notes (5xx fields) that have been cataloged will appear under 'Title
+Notes'
+
+Title notes
+|image956|
+
+If you're allowing comments they will appear in the next tab
+
+Comments
+|image957|
+
+And finally if you have enabled FRBR and you have other editions of the
+title in your collection you will see the 'Editions' tab.
+
+Editions
+|image958|
+
+To the right of the details you'll find a series of boxes. The first box
+is a list of buttons to help navigate the search results. From there you
+can see the next or previous result from your search or return to the
+results.
+
+Search Options
+|image959|
+
+Clicking Browse Results at the top of the right column will open up your
+search results on the detail page
+
+Search Results
+|image960|
+
+Below the search buttons you'll find the links to place a hold, print
+the record, save the record to your lists, or add it to your cart
+
+More options
+|image961|
+
+Clicking 'More Searches' will show the list of libraries you entered in
+your `OPACSearchForTitleIn <#OPACSearchForTitleIn>`__ preference
+
+More Searches
+|image962|
+
+Under the 'Save Record' label you will find a series of file formats you
+can save the record as. This list can be customized by altering the
+`OpacExportOptions <#OpacExportOptions>`__ system preference.
+
+Save Record
+|image963|
+
+If at any time you want to change the view from the 'Normal' view to see
+the Marc or the ISBD you can click the tabs across the top of the record
+
+Record Views
+|image964|
+
+`Lists & Cart <#opaclistscart>`__
+---------------------------------
+
+A cart is a temporary holding place for records you're interested in
+finding during this session. That means that once you log out of the
+OPAC or close the browser you lose the items in your cart. A list is a
+more permanent location for saving items. To learn more about lists,
+check the `Lists in the Staff Client <#stafflists>`__ chapter of this
+manual.
+
+`Lists <#opaclists>`__
+~~~~~~~~~~~~~~~~~~~~~~
+
+Patrons can manage their own private lists by visiting the 'my lists'
+section of their account.
+
+Lists Management
+|image965|
+
+`Creating Lists <#opacaddlists>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Lists can also be created by choosing the 'New List' option in the 'Add
+to' menu on the search results
+
+Add to New List
+|image966|
+
+To create a list the patron simply needs to click the 'New List' link
+and populate the form that appears
+
+Create a new list
+|image967|
+
+The only field required is the 'List Name,' but the patron can also
+choose how they want the list sorted and if the list is public or
+private.
+
+- A Private List is managed by you and can be seen only by you
+ (depending on your permissions settings below)
+
+- A Public List can be seen by everybody, but managed only by you
+ (depending on your permissions settings below)
+
+ **Important**
+
+ If you aren't allowing patrons to create public lists with the
+ `OpacAllowPublicListCreation <#OpacAllowPublicListCreation>`__
+ preference then patrons will only be able to create private lists.
+
+ Create a new private list
+ |image968|
+
+- Finally decide what your permissions will be on the list. You can all
+ or disallow:
+
+ - anyone else to add entries
+
+ - anyone to remove his own contributed entries
+
+ - **Note**
+
+ The owner of a list is always allowed to add entries, but
+ needs permission to remove.
+
+ - anyone to remove other contributed entries
+
+`Adding titles to Lists <#opacaddtolists>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Titles can be added to lists from the search results and/or from the
+bibliographic record. On the search results options to add items to the
+list appear below each result and across the top of the results page
+
+Add to Lists from Results
+|image969|
+
+To add a single title to a list, click the 'Save to Lists' option and
+then choose the list you'd like to add the title to. To add multiple
+titles to a list check the boxes on the left of the titles you want to
+add and then choose the list you want to add the titles to from the 'Add
+too' pull down at the top of the screen.
+
+`Viewing Lists Contents <#listscontent>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To view the contents of a list, click on the list name under the Lists
+button.
+
+Lists
+|image970|
+
+The contents of the list will look similar to your search results pages
+except that there will be different menu options across the top of the
+list.
+
+List View
+|image971|
+
+To the right of the list title there is an RSS icon that will allow you
+to subscribe to updates to the list.
+
+Using the menu options above the list you can place multiple items on
+hold, download the list contents, email the list or print the list out.
+
+- To place a hold on one or more list items check the box to the left
+ of the item and click the 'Place Hold' link at the top
+
+- To download the list contents click the 'Download List' link and
+ choose the format you'd like to download the list in
+
+- To email the list contents to someone, click the 'Send List' link and
+ enter in your email details in the form that pops up (`view a sample
+ Lists email <#examplelistemail>`__)
+
+ Email List Contents
+ |image972|
+
+- To print the contents of your list out click the 'Print List' link
+
+`Managing Lists <#opacmanagelists>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Once the list is saved patrons can begin adding items to it. From the
+'my lists' tab on the patron record the patron can edit and delete the
+lists they have created by clicking the appropriate link to the right of
+the list name.
+
+My Lists
+|image973|
+
+To edit the list's title or sorting patrons click the 'Edit' link to the
+right of the list description.
+
+Editing List
+|image974|
+
+When clicking 'Delete' next to a list you will be asked to confirm that
+you want to delete the list.
+
+Delete list confirmation
+|image975|
+
+The list will not be deleted until the 'Confirm' button is clicked to
+the right of the list you'd like to delete.
+
+If the library is allowing you to share private lists with the
+`OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__
+preference then you will see the 'Share' link on your list of lists and
+the 'Share list' link at the top of each individual list. Clicking this
+will ask you to enter the email address of a patron.Share list
+
+Once the email address is entered Koha will present you with a
+confirmation message
+
+Share list confirmation
+|image976|
+
+and will send a message to that patron.
+
+`Cart <#opaccart>`__
+~~~~~~~~~~~~~~~~~~~~
+
+`Adding titles to the Cart <#opacaddtocart>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Titles can be added to the cart from the search results and/or from the
+bibliographic record. On the search results options to add items to the
+cart appear below each result and across the top of the results page
+
+Add to Cart on Search Results
+|image977|
+
+Clicking the 'Add to Cart' button will add the one title to your cart.
+To add multiple titles at once, check the box to the left of each result
+and then choose 'Cart' from the 'Add to' pull down at the top of the
+screen. Once titles are added to the cart you will be presented with a
+confirmation
+
+Items added to Cart
+|image978|
+
+From the results you will see which items are in your cart and will be
+able to remove those items by clicking '(remove)'.Item in your cart
+
+`Managing the Cart <#manageopaccart>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Once you have titles in your cart you can manage the contents by
+clicking on the 'Cart' button usually found at the top of the screen.
+Your cart will open in a new window.
+
+Contents of your cart
+|image979|
+
+From this window you are presented with several options. Across the top
+of the cart are several buttons.
+
+First is the 'More details' button. Clicking this will show you
+additional information about the titles in your cart (ISBNs, Subjects,
+Publisher Info, Notes and more).More details in the cart
+
+Next is the option to send the contents of your cart to an email
+address. This is handy if you want to send the resources you found at
+the library to your home email account to refer to later or to send to a
+patron researching a specific topic. Clicking this link will open up a
+new window that asks for the email address and message to send. `View a
+sample Cart email <#examplecartemail>`__.
+
+Email Cart
+|image980|
+
+ **Important**
+
+ The cart can only be emailed by logged in users. This will prevent
+ your cart email function from being used for spamming.
+
+In addition to sending your cart you can download the contents of your
+cart in several pre-defined formats or using a `CSV
+Profile <#csvprofiles>`__ that you defined in the Tools module.
+
+Download Cart
+|image981|
+
+Finally you can print out the contents of your cart by choosing the
+'Print' link.
+
+In addition to the various different ways to save the contents of your
+cart, there are ways to add value to the data in your cart. By selecting
+one or more titles from the cart you can add them to a list (click 'Add
+to a List'), place hold(s) (click 'Place hold'), or tag them (click
+'Tag'). All of these operations follow the same procedure as they do
+when performing them in the OPAC.
+
+`Placing Holds <#opacplacehold>`__
+----------------------------------
+
+Patrons can place holds on items via the OPAC if they're logged in and
+you have the `RequestOnOpac <#RequestOnOpac>`__ preference set to
+'Allow'. If the item can be placed on hold the option to place it on
+hold will appear in several different places.
+
+- When viewing a list or search results page you'll see the option to
+ place hold on multiple items by checking the boxes to the left of the
+ results and clicking 'Place Hold' at the top
+
+ Place Hold from Results
+ |image982|
+
+- When viewing a list or search results page you'll see the option to
+ place the item on hold below the basic information about the title
+
+ Place Hold
+ |image983|
+
+- When viewing an individual title you'll see the option to place a
+ hold in the box on the right side of the screen
+
+ Place Hold
+ |image984|
+
+No matter which of the above links you click to place your hold you'll
+be brought to the same hold screen.
+
+Place Hold Form
+|image985|
+
+- Check the box to the left of the items you'd like to place on hold
+
+- The title includes a link back to the detail page for the record
+
+- The priority shows where in the holds queue this hold will fall
+
+- If allowed by your
+ `OPACAllowUserToChooseBranch <#OPACAllowUserToChooseBranch>`__
+ preference the patron can choose where they'd like to pick up their
+ hold
+
+- If you would like to see more options you can click 'Show more
+ options'
+
+ Place Hold Form with More Options
+
+ - If you have the
+ `AllowHoldItemTypeSelection <#AllowHoldItemTypeSelection>`__
+ preference set to 'Allow' and the record had more than one item
+ type attached you will see an option to choose to limit the hold
+ to a specific item typeAllowHoldItemTypeSelection
+
+- If allowed by your
+ `OPACAllowHoldDateInFuture <#OPACAllowHoldDateInFuture>`__
+ preference, the 'Hold Starts on Date' column will show. This field
+ allows the patron to have their hold start on a future date.
+
+- By default holds placed in the system remain until canceled, but if
+ the patron fills in a 'Hold Not Needed After' date then the hold has
+ an expiration date.
+
+ - **Important**
+
+ Expired holds are removed by the `Expired Holds Cron
+ Job <#expiredholdscron>`__, this is not an automatic process
+ and must be set up by your system administrator
+
+- If allowed by the `OpacHoldNotes <#OpacHoldNotes>`__ preference then
+ patrons can leave notes about their holds for the library by clicking
+ the 'Edit notes' button
+
+ Hold notes
+ |image986|
+
+- Depending on the rules you set regarding item specific holds in your
+ `circulation and fines rules <#circfinerules>`__ the patron will be
+ allowed to choose whether to place the hold on the next available
+ copy and/or a specific copy
+
+ Specific Copy Hold
+ |image987|
+
+After clicking the Place Hold button the patron will be brought to their
+account page where they'll see all of the items they have on hold.
+
+`Enhanced Content <#opacenhancedcontent>`__
+-------------------------------------------
+
+`Tagging <#opactagging>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Depending on your settings for the `TagsEnabled <#TagsEnabled>`__,
+`TagsInputOnList <#TagsInputOnList>`__ and
+`TagsInputOnDetail <#TagsInputOnDetail>`__ preferences you may be able
+to add tags to bibliographic records from the search results and/or
+bibliographic records. If you are allowing patrons to add tags from the
+search results screen you will see an input box below each result and a
+'Tag' option at the top of the screen.
+
+Tagging Options on Results
+|image988|
+
+To add a tag to one item, type the tabs (separated by commas) in the
+'New tag' box and click 'Add'. You will be presented with a confirmation
+of your tags being added.
+
+Tags Added on Results
+|image989|
+
+From the results you can also tag items in bulk by clicking the
+checkboxes on the left and then clicking the 'Tag' button at the top.
+After clicking the button it will change into an input box for you to
+add tags to all of the items you have selected.
+
+Add Tags to Multiple Items
+|image990|
+
+`Comments <#opaccomments>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Patrons can leave comments in the OPAC if you have the
+`reviewson <#reviewson>`__ preference set to allow this. Each
+bibliographic record has a comments tab below the bibliographic
+information.
+
+Comments Tab
+|image991|
+
+If the patron is logged in they will see a link to add a comment to the
+item. Clicking this link will open a pop up window with a box for their
+comments.
+
+Add a Comment
+|image992|
+
+Once the comment has been typed and the 'Submit' button clicked, the
+patron will see their comment as pending and other patrons will simply
+see that there are no comments on the item.
+
+Pending Comment
+|image993|
+
+Once the comment is approved the patron will see the number of comments
+on the 'Comments' tab and their comment labeled amongst the other
+comments. If you have set your
+`ShowReviewerPhoto <#ShowReviewerPhoto>`__ preference to 'Show' then
+you'll see the patron's photo pulled from the
+`Libravatar <https://www.libravatar.org>`__ library.
+
+Your Comments
+|image994|
+
+Other patrons will see the comment with the name of the patron who left
+the comment (unless you have set the `ShowReviewer <#ShowReviewer>`__
+preference to not show patron names).
+
+Comment by other patron
+|image995|
+
+If you have your `OpacShowRecentComments <#OpacShowRecentComments>`__
+set to show then you'll see the approved comments on that page.
+
+Recent Comments List
+|image996|
+
+From this page patrons can subscribe to the recent comments using RSS if
+they would like.
+
+`Zotero <#zotero>`__
+~~~~~~~~~~~~~~~~~~~~
+
+Zotero is a Firefox add on that allows for the saving and generating of
+a bibliography. Learn more about and download Zotero at
+http://zotero.org.
+
+When on the search results in the Koha OPAC, if you have Zotero
+installed, you will see a folder icon in the address bar to the right of
+the URL. Clicking that folder will open up a list of titles on the page
+for you to pick from to add to Zotero.
+
+Zotero pop up
+|image997|
+
+Select the titles you want to add to Zotero and then click the 'OK'
+button. This will add the title to Zotero. You can see the title by
+opening your Zotero library.
+
+Title in the Zotero Library
+|image998|
+
+`Custom RSS Feeds <#customrss>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Using misc/cronjobs/rss/rss.pl you can generate an RSS feed for any SQL
+query (for example a new acquisitions RSS feed). rss.pl is run on the
+command line to produce an RSS XML document.
+
+The output should be placed in a directory accessible to the OPAC (or
+staff) web interface so that users can download the RSS feed.
+
+An example of usage can be found at: misc/cronjobs/rss.pl
+lastAcquired.conf
+
+Normally rss.pl should be run periodically (e.g., daily) to keep the
+feed up-to-date.
+
+The configuration file (e.g., lastAcquired.conf) lists
+
+- name of the template file to use
+
+- path of output file
+
+- SQL query
+
+rss.pl runs the SQL query, then feeds the output of the query through
+the template to produce the output file.
+
+ **Important**
+
+ To use custom RSS feeds you need to turn on the rss.pl cron job.
+
+`OPAC Self Registration <#selfregistration>`__
+----------------------------------------------
+
+If you allow it, patrons can register for their own accounts via the
+OPAC. If you have the
+`PatronSelfRegistration <#PatronSelfRegistration>`__ preference set to
+'Allow' then patrons will see a link to register below the log in box on
+the right of the main OPAC page.
+
+Registration link in OPAC
+|image999|
+
+When the patron clicks the 'Register here' link they will be brough to a
+registration page. The options on the registration page can be conrolled
+by editing the
+`PatronSelfRegistrationBorrowerMandatoryField <#PatronSelfRegistrationBorrowerMandatoryField>`__
+and the
+`PatronSelfRegistrationBorrowerUnwantedField <#PatronSelfRegistrationBorrowerUnwantedField>`__
+preferences.
+
+Registration form
+|image1000|
+
+Once the patron has confirmed submitted their registration they will
+either be sent an email to confirm their account (if you have the
+`PatronSelfRegistrationVerifyByEmail <#PatronSelfRegistrationVerifyByEmail>`__
+preference to require this) or presented with their new username and
+password.
+
+New account confirmation
+|image1001|
+
+Patrons registered in this way will not have a cardnumber until assigned
+one by the library, but will have access to all OPAC functionality
+immediately. For this reason it is recommended that you:
+
+- set up a provisional `patron category <#addingpatroncat>`__ for self
+ registered patrons (such as 'Self Registered) instead of using an
+ existing patron category and set that value in the
+ `PatronSelfRegistrationDefaultCategory <#PatronSelfRegistrationDefaultCategory>`__
+ preference
+
+- give this patron category minimal circulation privileges in the
+ `Circulation and Fine Rules <#circfinerules>`__ (such as allowing a
+ couple holds, but no check outs)
+
+That way patrons will either have to come in to the library to verify
+their identity before given a cardnumber and the ability to check items
+out or the library will have to come up with internal policy on
+generating cardnumbers before providing them to self registered patrons.
+Once this is done the library can change the category to one that is
+more appropriate (be it an adult, resident, non resident, student, etc)
+and add a cardnumber/barcode.
+
+`My Account <#opacmyaccount>`__
+-------------------------------
+
+From the OPAC patrons can log in and access their account if you have
+set the `opacuserlogin <#opacuserlogin>`__ preference to 'Allow'. Once
+logged in patrons are brought to their account summary. If you would
+like to get to your account in the OPAC, you can click on your name in
+the top right of any page in the OPAC.
+
+`Resetting your password <#resetpwopac>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you have the `OpacResetPassword <#OpacResetPassword>`__ set to allow
+patrons to reset their password they can click 'Forgot your password?'
+link found under the log in box to reset their passwords.
+
+'Forgot your password?' link
+|image1002|
+
+Once clicked they will be presented with a form asking for their
+username and their email address (patrons must have an email address on
+file to reset their password).Recover password
+
+The system will then email the patron instructions for resetting their
+password.Reset password confirmation
+
+`My Summary <#opacmysummary>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+My Summary
+|image1003|
+
+From the 'my summary' tab, patrons will see all of the items they have
+checked out with the overdue items highlighted in red. If you have
+`OpacRenewalAllowed <#OpacRenewalAllowed>`__ set to 'Allow' then your
+patrons will be able to renew their books right from the OPAC. If you
+have HTML entered in the `OPACMySummaryHTML <#OPACMySummaryHTML>`__
+preference then you will see that to the right of the 'Fines' column.
+
+Checked out tab with OPACMySummaryHTML set
+|image1004|
+
+If your patrons would like to see the items barcodes on their list of
+checked out items you can set up a `patron
+attribute <#patronattributetypes>`__ with the value of SHOW\_BCODE and
+`authorized value <#authorizedvalues>`__ of YES\_NO.
+
+Add SHOW\_BCODE patron attribute
+|image1005|
+
+Then on the `patron's record set the value <#editpatrons>`__ for
+SHOW\_BCODE to yes.
+
+Setting value for SHOW\_BCODE on patron record
+|image1006|
+
+This will add a column to the check out summary in the OPAC that shows
+the patrons the barcodes of the items they have checked out.
+
+Barcode number on checkout list in OPAC
+|image1007|
+
+If their guarantee has allowed it via `their
+privacy <#opacmyprivacy>`__, when the guarantor logs in they will see a
+tab labeled "Relatives' checkouts" on their summary tab.Relatives'
+checkouts
+
+Clicking on the 'Overdue' tab will show only the items that are overdue.
+
+Overdue Items
+|image1008|
+
+The 'Fines' tab will show just a total of what the patron owes. Clicking
+on the total will take them to the 'my fines' tab where they will see a
+complete breakdown of their fines and bills. If you don't charge fines
+at your library you can turn the display of these tabs off by setting
+the `OPACFinesTab <#OPACFinesTab>`__ preference to 'Don't Allow.'
+
+Patron Fines
+|image1009|
+
+Finally, clicking on the 'Holds' tab will show the patron the status of
+all of the items they have on hold.
+
+Patron holds status
+|image1010|
+
+Patrons can cancel or suspend (depending on the value of your
+`SuspendHoldsOpac <#SuspendHoldsOpac>`__ system preference) their own
+holds if they are not in transit or already waiting for them. When they
+click 'Suspend' they will be presented with the option to choose a date
+for their hold to resume.Suspend until
+
+They can also suspend all of their holds indefinitely or until a
+specific date if they choose by filling in the suspend options at the
+bottom of the page.
+
+ **Note**
+
+ If you have your
+ `AutoResumeSuspendedHolds <#AutoResumeSuspendedHolds>`__ preference
+ set to "Don't allow" then you will not have the option to put an end
+ date on the hold suspension
+
+`Patron Flags <#opacmyaccount-flags>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you have `flagged your patron's account <#patronflags>`__ they may
+see one of the following error messages at the top of their account.
+
+- Card marked as lost
+
+ Library card lost
+ |image1011|
+
+- Patron address in question
+
+ Patron address in question
+ |image1012|
+
+ - **Note**
+
+ this error message will not include a link to the update form
+ if you have `OPACPatronDetails <#OPACPatronDetails>`__ set to
+ 'Don't allow'
+
+- Patron marked restricted
+
+ Patron restricted
+ |image1013|
+
+`My Fines <#opacmyfines>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If your library charges fines the next tab on the left is 'my fines.'
+Opening this tab will show the patron an entire history of their
+accounting at the library.
+
+Library Fines & Charges
+|image1014|
+
+If you are allowing patrons to pay their fines using PayPal with the
+`EnablePayPalOpacPayments <#EnablePayPalOpacPayments>`__ preference
+there will be checkboxes to the left of each fine with an outstanding
+amount.Fines with checkboxes
+
+At the bottom the patron will see the option to pay with PayPal for the
+items they have checked.
+
+PayPal Payment
+|image1015|
+
+After paying they will be presented with a confirmationPayPal
+Confirmation
+
+And you will see that the fine was paid using PayPal on the staff
+side.Staff side fines
+
+`My Details <#opacmydetails>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you have your `OPACPatronDetails <#OPACPatronDetails>`__ preference
+set to 'Allow', your patrons will see a form filled in with their
+contacting information by clicking on the 'my personal details' tab. You
+can control what fields patrons see and can modify via the OPAC by
+setting the
+`PatronSelfRegistrationBorrowerMandatoryField <#PatronSelfRegistrationBorrowerMandatoryField>`__
+`PatronSelfRegistrationBorrowerUnwantedField <#PatronSelfRegistrationBorrowerUnwantedField>`__
+preferences.
+
+Patron's personal details
+|image1016|
+
+Patrons can edit their details in this form and click 'Submit Changes'
+to have their edits sent to the library for review before their record
+is updated. Staff will see all patrons requesting modification to their
+record listed below the modules on the main dashboard along with
+anything else awaiting library attention.
+
+Patron requests waiting review
+|image1017|
+
+If the `OPACPatronDetails <#OPACPatronDetails>`__ preference is set to
+'Don't allow' then patrons will simply see their details and a message
+stating that they should contact the library for changes.
+
+Patron's personal details with no edits
+|image1018|
+
+`My Tags <#opacmytags>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If your library has `TagsEnabled <#TagsEnabled>`__ set to 'Allowed' then
+the next tab on the left will be 'my tags.' This tab will show patrons
+all of the tags in the system as a cloud and then all of the tags they
+have applied in a list format. From here patrons have the ability to
+remove tags that they have added if they want.
+
+Patron's tags
+|image1019|
+
+`Change My Password <#opacmypassword>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Next, if you have `OpacPasswordChange <#OpacPasswordChange>`__ set to
+'Allow' the next tab will be 'change my password,' where patrons can
+change their password for logging into the OPAC. Patrons will be
+presented with a standard form asking them to enter their old password
+and then their new password twice.
+
+Change my password
+|image1020|
+
+`My Search History <#opacmysearchistory>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you have your `EnableOpacSearchHistory <#EnableOpacSearchHistory>`__
+preference set to 'Allow' then your patrons can access their search
+history via the 'my search history' tab.
+
+my search history tab
+|image1021|
+
+The search history is a record of all searches run by the patron.
+Clicking on any of the search phrases will re-run the search for the
+patron. The search history can be deleted by the patron at any time by
+clicking the 'Delete your search history' link found at the top of this
+tab or by clicking the little red 'x' next to the 'Search history' link
+at the top right of the OPAC.
+
+Search history link at the top right of the OPAC
+|image1022|
+
+`My Reading History <#opacmyhistory>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Depending on your library's setting for
+`opacreadinghistory <#opacreadinghistory>`__ your patrons may see the
+'my reading history' tab next. This will show the patron their entire
+reading history unless they have asked the library to not keep that
+information via the 'my privacy' tab which will appear if you have the
+`OPACPrivacy <#OPACPrivacy>`__ preference set to 'Allow.'
+
+Patron reading history
+|image1023|
+
+If you have HTML entered in the
+`OPACMySummaryHTML <#OPACMySummaryHTML>`__ preference then you will see
+that to the right of the 'Date' column.
+
+`My Privacy <#opacmyprivacy>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The 'my privacy' tab will appear if you have both the
+`opacreadinghistory <#opacreadinghistory>`__ and the
+`OPACPrivacy <#OPACPrivacy>`__ preferences set to 'Allow.' This tab will
+allow the patrons to decide how the library keeps their circulation
+history data.
+
+my privacy tab
+|image1024|
+
+The patron can choose from three options:
+
+- Forever: keep my reading history without limit. This is the option
+ for users who want to keep track of what they are reading.
+
+- Default: keep my reading history according to local laws. This is the
+ default option : the library will keep your reading history for the
+ duration permitted by local laws.
+
+- Never: Delete my reading history immediately. This will delete all
+ record of the item that was checked-out upon check-in.
+
+Depending on the patron's suggestions the contents of the '`my reading
+history <#opacmyhistory>`__' tab and the '`Circulation
+History <#circhistory>`__' tab in the staff client may change.
+
+Regardless of the patron's choice they can delete their reading history
+in bulk at any time by clicking the 'Immediate deletion' button.
+
+Delete Circulation History
+|image1025|
+
+Clicking this button will not delete items that are currently checked
+out, but will clear the patron's past reading history.
+
+ **Important**
+
+ In order for the patron to be able to delete their reading history
+ you must have the `AnonymousPatron <#AnonymousPatron>`__ preference
+ set.
+
+If you're allowing guarantees to grand permission to their guarantors to
+view their current checkouts with the
+`AllowPatronToSetCheckoutsVisibilityForGuarantor <#AllowPatronToSetCheckoutsVisibilityForGuarantor>`__
+preference they will see that option on this
+screen.AllowPatronToSetCheckoutsVisibilityForGuarantor
+
+When the guarantor logs in they will see a tab labeled "Relatives'
+checkouts" on their summary tab.Relatives' checkouts
+
+`My Purchase Suggestions <#opacmysuggestions>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If your library allows patrons to make purchase suggestions the next tab
+will show all suggestions that the patron made to the library and their
+statuses. To disable this tab and the suggestion functionality set the
+`suggestion <#suggestionspref>`__ preference to 'Don't allow.'
+
+Patron purchase suggestions
+|image1026|
+
+If you have `OPACViewOthersSuggestions <#OPACViewOthersSuggestions>`__
+set to 'Show' then patrons will be able to search suggestions from the
+top of this list.
+
+`My Messaging <#opacmymsgs>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If your library has the
+`EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__ and the
+`EnhancedMessagingPreferencesOPAC <#EnhancedMessagingPreferencesOPAC>`__
+preferences set to 'Allow' then your patrons will be able to choose
+which messages they receive from the library (with the exception of
+overdue notices which the library controls).
+
+Patron messaging preferences
+|image1027|
+
+If you use an outside driver for sending text messages set with the
+`SMSSendDriver <#SMSSendDriver>`__ preference, you will see an
+additional column to receive these messages as SMS (or text messages)
+and a field for a cell (or SMS) number.
+
+SMSSendDriver in the OPAC
+|image1028|
+
+If you are using the Email protocol for sending text messages set with
+the `SMSSendDriver <#SMSSendDriver>`__ preference, you will see an
+additional column to receive these messages as SMS (or text messages), a
+field for a cell (or SMS) number, and a pull down listing `cellular
+providers entered in administration <#smsadmin>`__.
+
+SMSSendDriver in the OPAC
+|image1029|
+
+If you are using the `Itiva Talking
+Tech <#TalkingTechItivaPhoneNotification>`__ service you will see an
+additional column to receive these messages via Phone.Phone messaging
+preferences in the OPAC
+
+- These notices are:
+
+ - Advanced notice : A notice in advance of the patron's items being
+ due (The patron can choose the number of days in advance)
+
+ - Item checkout : A notice that lists all the of the items the
+ patron has just checked out and/or renewed, this is an electronic
+ form of the checkout receipt
+
+ - Hold filled : A notice when you have confirmed the hold is waiting
+ for the patron
+
+ - Item due : A notice on the day and item is due back at the library
+
+ - Item check-in : A notice that lists all the of the items the
+ patron has just checked in
+
+Patrons can choose to receive their notices as a digest by checking the
+'Digest only?' box along with the delivery method. A digest is a
+combination of all the messages of that type (so all items due in 3 days
+in one email) in to one email instead of multiple emails for each alert.
+
+ **Important**
+
+ You must choose a delivery method (SMS or Email or Phone) along with
+ 'Digest only?' if you would like to receive a digest of the
+ messages.
+
+`My Lists <#opacmylists>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Finally, if your library has the `virtualshelves <#virtualshelves>`__
+set to 'Allow' then the last tab will by 'my lists.' From here your
+patrons can review public lists and create or edit their own private
+lists.
+
+Patron lists
+|image1030|
+
+`Ask for a Discharge <#opacdischarge>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you have enabled the `useDischarge <#useDischarge>`__ preference then
+patrons will be able to request a discharge via the OPAC.Discharge tab
+
+From here patrons can request a discharge
+
+Request discharge
+|image1031|
+
+And will receive confirmation of their request.
+
+Discharge confirmation
+|image1032|
+
+`Purchase Suggestions <#purchasesuggest>`__
+-------------------------------------------
+
+If your library has the `suggestion <#suggestionspref>`__ preference set
+to 'Allow' then patrons will have the option to make purchase
+suggestions in several areas in the OPAC.
+
+If you are allowing everyone to see the purchase suggestions made by
+others with the
+`OPACViewOthersSuggestions <#OPACViewOthersSuggestions>`__ preference,
+then there will be a link at the top of your OPAC under the search box.
+
+Purchase Suggestions Link on Search Box
+|image1033|
+
+There will be a link when the patron finds nothing for their search.
+
+Purchase Suggestion Link from Search Results
+|image1034|
+
+And there will be a link on the patron's `My Purchase
+Suggestions <#opacmysuggestions>`__ tab.
+
+Purchase Suggestion from My Purchase Suggestions Tab
+|image1035|
+
+Clicking any one of these links will open the purchase suggestion form.
+
+New Purchase Suggestion
+|image1036|
+
+- From the form on the 'Title' is required by the library.
+
+- The Item type list can be edited by editing the SUGGEST\_FORMAT
+ `authorized value <#authorizedvalues>`__.
+
+- If you would like the 'Reason for suggestion' menu shown in the
+ screenshot above to appear on your suggestions list you need to add
+ an `authorized value <#authorizedvalues>`__ category titled
+ 'OPAC\_SUG' and include reasons as values in that list.
+
+- If you would like the patron to be able to choose which branch they
+ are making a suggestion for you need to set the
+ `AllowPurchaseSuggestionBranchChoice <#AllowPurchaseSuggestionBranchChoice>`__
+ preference to 'Allow'
+
+Once the form is submitted the data will be saved to the
+`Acquisitions <#managesuggest>`__ module for the librarians to manage.
projects / kohadocs.git / blobdiff