Koha 22.11: New Borrower Fields and Patron Import Options
New pronoun and middle name fields
When creating or editing patrons' records, libraries will see these two new fields:
Patrons’ pronouns will display in the brief information panel and directly under their name in their account Details tab. Middle names appear between patrons’ first and last names. Middle names display in patrons' accounts in the OPAC, but pronouns do not.
This introduces new fields to the 22.11 schema:
Pronouns field -- borrowers.pronouns, deletedborrower.pronouns, borrower_modification.pronouns
Middle name -- borrowers.middle_name, deletedborrowers.middle_name, borrower_modification.middle_name
The Middle name field will be included by default in DefaultPatronSearchFields for libraries who had First name selected.
As with other patron data fields, these can be made required with BorrowerMandatoryField or hidden with BorrowerUnwantedField, and can be available for patrons to edit through their Koha OPAC account.
Many libraries have repurposed a different patron field or are using a patron attribute for pronouns. Similarly, some libraries have been including middle names in the First name field. If your library would like assistance moving such data to the new Pronouns or Middle name fields, please submit a ticket.
Update account expiration dates during patron import
Bug 27920 Add ability to update patron expiration dates when importing patrons adds options for handling patrons’ expiration dates when their information is overwritten by import. When a library selects ‘Overwrite the existing one with this’ (that is, when a library wants to overwrite an existing patron record with the data in the import file) there are now options to renew those patrons accounts in one of three ways:
Using the datexpiry in the file, if any – Note that if the file includes a dateexpiry column with blank values, the expiration date will be set to the date of import. Libraries who have been importing patrons with a blank dateexpiry column will need to update their files to prevent setting inaccurate account expiration dates.
From the current membership expiry date – Koha will calculate the patron’s new expiration date from their current account expiration date using the time set in their patron category.
From the current date – Koha will renew the patron’s account from the date of import using the time set in their patron category.
Read more by Sara Brown