Patron Testing


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The following checklist will walk you through steps to test your Patron skills in your new Koha system, each step includes a link to the most recent Koha manual and a tutorial video if one exists.

  • Browse your patrons by the first letter of their last name. Confirm that the data looks as you expect it to. (Learn more)

  • Search for a patron by last name. Confirm that the data looks as you expect it to. (Learn more)

  • Search for a patron by first name. Confirm that the data looks as you expect it to. (Learn more)

  • Search for a patron by full name (first then last or last then first). Confirm that the data looks as you expect it to. (Learn more)

  • Search for a patron by card number/barcode. Confirm that the data looks as you expect it to. (Learn more)

  • Search for a patron by first name in a specific patron category. Confirm that the data looks as you expect it to. (Learn more)

  • Search for a patron by last name at a specific branch. Confirm that the data looks as you expect it to. (Learn more)

  • Perform a broad patron search. Confirm that the data looks as you expect it to. (Learn more)

  • Add a new adult patron. (Learn more | Tutorial Video)

  • Attach a child patron to the adult patron you just added (if you have a children type at your library). (Learn more | Tutorial Video)

  • Add a new child patron from the main patron's page. (Learn more | Tutorial Video)

  • Add a staff patron. (Learn more | Tutorial Video)

  • Add a statistical patron. (Learn more | Tutorial Video)

  • Give your new staff patron permissions needed at your circulation desk. (Learn more | Tutorial Video)

  • Edit your adult patron and flag their library card as lost. (Learn more)

  • Search for a self registered patron (if you're allowing this) and edit them to make them a regular (adult or child) patron. (Learn more)

  • Review patron submitted account changes (if you're allowing this). (Learn more)

If you have further questions on how to use Koha be sure to use your support provider’s ticketing system or the Koha mailing lists and chat room.

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