Monday Minutes: Patron Lists & Modification

by Jessie Zairo on Sep 5, 2022

In this week's Monday Minutes Kelly and Jessie show you how to set up the batch patron modification tool using lists!

Tools Module

Patron lists are a way to store a group of patrons for easy modification via the batch patron modification tool or reporting.

Navigate to More > Tools > Patrons and circulation > Patron lists

• To create a new list of patrons click the ‘New patron list’ button.
• Create a list name.
• If you select the Shared box it will make this list visible to all users with the manage_patron_lists permission.
• To add patrons to the list click the Add patrons link in the Actions menu.
  Save the list.
• Enter the patron’s name or cardnumber in the search box and click on the correct entry to add the patron.
  • You can also select Add multiple Patrons link and add barcodes in the box.

• Once you have all of the patrons you would like to add you can click the ‘Add patrons’ button to save them to the list.

With the Batch Patron Modification tool you can make edits to a batch of patron records. There are multiple ways to do this including, uploading a file of cardnumbers (one per line), choosing from a list of patrons, or scanning patron card numbers into the box.

Navigate to More > Tools > Patrons and circulation > Batch patron modification

• Staff can either add a file of barcodes, select a list, or scan barcodes.
• Click Continue.
• You will be presented with a list of the patrons and the changes you can make.
• If you want to clear the field values in a patron record, select the box to the left of each text box.
• At the bottom of the form, you can use patron attribute types.
  • If you have multiple patron attributes you can change them all by using the ‘+ New’ link to the right of the text box. This will allow you to add another attribute value.

• Once you have made the changes you want, you can click ‘Save’ and Koha will present you with the changed patron records.

Report for Expired Patrons

SELECT cardnumber, firstname, surname, dateexpiry

FROM borrowers

WHERE dateexpiry BETWEEN <<Expires bewteen|date>> AND <<and|date>>

Additional Resources

Set a Default Table View for Batch Patron Modification Tool

Monday Minutes: Patron lists