Koha Question of the Week: How to Set Up a Quick Add Patron?

by Kelly McElligott on Feb 18, 2022

Each Friday, we will bring you a new Koha Question of the Week. We will select real questions that we receive and share the answers with you!

Question: How to Setup A Quick Add Patron

Answer: There are two ways to create a patron in Koha. A library can utilize the full patron form when registering, or choose to use a more streamlined version called "Quick Add". A few things will need to be set up prior to using the Quick Add option to ensure all fields are filled in that are mandatory and important to the library.

System Preferences

The first system preference that works with this feature, is called: PatronQuickAddFields. This is the system preference to add or delete fields in your quick add patron form. Clicking this system preference will present a pop-up window and display all the fields that a library would like to have visible in the quick add form.

Any fields that are chosen in this system preference will be displayed in the Quick Add form.

The second system preference that works with this Quick Add form is the system preference for required fields when registering patrons: BorrowerMandatoryField.

By default, the mandatory fields will display in the quick add as well as the Patron Category and the branch.

At any time during using the Quick Add form, a staff member can opt to go in the full form which is a nice option to have.