Firstname: Nicole C.
Surname: Engard
Initials: NCE
然後可在收條列印 <<borrowers.initials>> 而不是全名 (NCE)。
或您可以這麼做：
Firstname: Nicole
Surname: Engard
Initials: E
然後可在收條列印 <<borrowers.initials>>, <<borrowers.firstname>> 而不是全名 (E, Nicole)。
Guarantors can only be attached to patrons whose category
has 'Can be guarantee' set to 'Yes'.
If the guarantor is a patron of the library, click 'Add guarantor' to
search your system for an existing patron
點擊 '選擇' 選擇讀者
The relationships are set using the
borrowerRelationship system preference
可以在一個讀者帳戶上增加一個以上的擔保人（例如父母雙方）。
如果擔保人不是讀者，你仍然可以在 '非讀者擔保人' 部分新增他們的訊息。
接下來輸入主要地址和聯繫資訊
The street type drop-down menu is populated by the ROADTYPE
authorized values
對聯絡資訊而言，主要電話號碼和主要電子郵件地址都出現在流通的印本通知與收條(包括轉移收條與預約收條)。主要電子郵件也是接收逾期通知與其他通知的管道。
The 'Main contact method' can be used in reports and for staff to know
which method to use first when trying to contact the patron.
你還可以為每個讀者記錄一個備用地址。例如，這可以在學術環境中用於儲存讀者的住家地址。
每個讀者都可以有一個備用聯繫人。例如，備用聯繫人可以是父母或監護人。
圖書館管理區塊包括圖書館內部用的值
The card number field is automatically calculated if you have the
autoMemberNum system preference set that way
For a newly installed system, this preference will start at 1 and
increment by 1 each time after. To have it start with the starting
number of your barcodes, enter the first barcode by hand in the patron
record and save the patron. After that, the field will increment that
number by 1.
當初選錯讀者類型，可以在這裡修訂
排序1與2用於圖書館的統計
你可以通過在Bsort1和Bsort2 :ref:`容許值類別<existing-values-label>`中新增數值來為這些欄段建立下拉式選單。
'允許自動續借物品 '用於控制該讀者的借閱是否會根據流通規則進行續借。如果設置為 '是'，流通規則中啟用自動更新的物品將被自動更新。這就要求 :ref:`自動_更新 工作排程 <cron-automatic-renewal-label>`每天運行。如果設置為 '否'，流通規則中啟用自動更新的館藏將不會被自動更新。
Protected: protected patrons cannot be deleted either manually or by batch.
Use this for system patrons such as
statistical patrons,
SIP2 patrons, the
self checkout user, or superadmins.
The 'Protected' option was added in version 23.11 of Koha.
'Check for previous checkouts' is used to set the patron's personal
preference regarding checking their circulation history to see if they
have borrowed This item in the past. This overrides the setting of the
patron category and of the
CheckPrevCheckout system preference.
Preferred language for notices: if TranslateNotices
is set to allow, you will be able to choose among the installed languages
the language in which the patron would prefer to receive notices (such
as overdue notices and advanced notices).
接著，圖書館設定區塊包括其他的設定
自動填入今天為發證日
過期日期將根據您的 :ref:`讀者類別設置<patron-categories-label>`自動計算
OPAC 說明是給讀者的說明 ，它將出現在讀者的OPAC線上帳號中
參見 OPAC訊息
流通說明係供館員使用，借出館藏時顯示在流通館員的螢幕
'登入OPAC /館員介面時'部分要求使用者（或館員）使用使用者名稱和密碼登入他們在 OPAC 中的帳戶，並要求館員登入館員界面。
Staff will only be able to use this login information to log in to
the staff interface if they have at least the
catalogue permission.
If you have enabled the housebound module (with the HouseboundModule
system preference), you will be able to choose a
housebound role for this patron.
若你在管理模組中設定了 其他讀者屬性，接著會出現
Finally, if you have the EnhancedMessagingPreferences system
preference set to 'allow,' you can choose the messaging preferences for
this patron.
參見 :ref:`預先通知和保留通知 <advance-notices-and-hold-notices-label>`部分中每個通知的定義
此偏好取代在 讀者類型 的設定
These preferences can be altered by the patron via the OPAC if the
EnhancedMessagingPreferencesOPAC
system preference is set to 'show'.
做好後，勾選 '儲存'
若系統懷疑該讀者已重複，則提示。
See the PatronDuplicateMatchingAddFIelds
system preference to see or change which fields are used to detect duplicate
patrons. The default is the surname, the firstname and the date of birth.
已在讀者類型設定年齡的下限或上限，且要求填入生日，若年齡在此範圍外，Koha 將警示：
如果讀者的 :ref:`類別<patron-categories-label>`有註冊費，那麼在建立帳戶時，該費用將從該讀者的帳戶中扣除。然後你可以在讀者的 :ref:`會計標籤 <fines-label>`中管理這筆費用。
快速新增讀者
流通櫃台極為忙碌時，可以用 '快速新增' 功能新增讀者。祗需填寫若干必要欄位，就能新增讀者。
This feature uses two system preferences: BorrowerMandatoryField
and PatronQuickAddFields. These are the two system preferences that
control which fields are in the quick add form.
進入 '讀者' 模組，快速新增讀者
到那： 讀者
按 '快速新增讀者' 鈕。
將被要求選定讀者屬性。
然後，出現簡短表單。
將表單填寫好後，按 '儲存'
需要近用完整表單時，可以按 '儲存' 鈕上方的 '顯示完整表單'。
新增館員讀者
All staff members must be entered into Koha as patrons of the 'Staff'
type. Follow the steps in Add a Patron to add a
staff member. To give the staff member permissions to access the staff
interface, follow the steps in patron permissions.
記得給予館員安全的名稱與密碼，登入館員介面所需。
新增統計讀者
館內使用的追蹤方式之一，是把該等館藏 "借出" 給統計讀者。此 "借出" 並不是真的借出，祗是追蹤館內使用的館藏。需先設定 讀者屬性 供統計讀者使用。
接著，新增一個統計屬性的讀者。
接著，照著本手冊 '新增讀者' 區塊的步驟。此類讀者不是真的讀者，祗需填入必備的欄位與正確的圖書館就夠了。
本手冊的 追蹤館內使用 章節，還有其他追蹤館藏使用的方法。
複製讀者
讀者的家族成員新辦讀者證時不需重新鍵入連絡資訊。Koha 允許您複製讀者資料再修改 (需要的) 的。
開啟讀者做為使用的基礎(做為複製之用)
勾選紀錄上方的 '重複' 鈕
除了名、讀者號、姓與密碼外，其他欄位都是重複的。填入資料再按 '儲存'
點入已有資料的欄位，將清除其中的資訊(鍵入資料會容易些)
Adding patron images
You can add patron pictures to help identify patrons. To enable this feature,
you must first set the patronimages system
preference to 'Allow'.
If the preference is set to 'Allow', you will see a placeholder image
under the patron's name on the left of the screen.
Click the 'Add' button on the placeholder image.
You have the option of either uploading an existing picture from the computer
or taking a picture with the webcam.
To upload an existing image, click 'Browse' or 'Choose file' to find the image
on your computer and click 'Upload' to load the image in the patron's file.
每張照片的大小不能超過 100K，建議解析度不超過 200x300 圖素。
To take a picture with the webcam, click the 'Take photo' button once the webcam
is facing the patron. The system will take a picture and present it to you for
review. If you are satisfied, click 'Upload'. If not, click 'Retake photo' to
take a new picture. You can also download the picture by clicking 'Download
photo'.
使用 上傳讀者照片 工具，上傳大批讀者照片。
編輯讀者
以任何一個編輯鈕就能編輯讀者。
Only staff with the
edit_borrowers permission
(or the superlibrarian permission)
will be able to edit patron files.
按下讀者紀錄上方的 '編輯' 鈕，就能編輯整個讀者紀錄。
勾選區塊 (如：'圖書館使用') 裡的 '編輯' 連結，就能編輯讀者紀錄的 特定區塊。
Edit the patron's file and click 'Save'.
Note that changing your own username will log you out of Koha.
Modifying patron passwords
Patron passwords are not recoverable.
The stars on the patron details page next to the password label are always there
even if a password isn't set.
If a patron forgets their password, the only option is to reset their password.
This can be done from the staff interface. To change the patron's password,
click the 'Change password' button.
Koha不能顯示密碼，資料庫祗保留加密後的密碼。保留該欄位空白，即未改變密碼。
若您點選標示為 "勾選將產生隨機建議。密碼以純文字顯示。" 此表單就能自動產生隨機密碼
Note that changing your own username here will log you out of Koha.
通過這個表格修改密碼，也會更新密碼的有效期，正如在 :ref:`讀者類型<patron-categories-label>`中設置的那樣。
If the NotifyPasswordChange system
preference is enabled, the patron will receive a notification indicating their
password was changed.
The content of this email can be customized with the
Notices and slips tool. The code of the letter
is PASSWORD_CHANGE.
If the OpacResetPassword system preference is
enabled, or if the patron category allows it,
you can also send a password reset email to the patron by clicking on 'More' and
choosing 'Send password reset'.
This will send a password reset email to the patron, similar to the one sent if
they click on the 'Forgot your password?'
link on the OPAC. However, the reset link is set to expire after 5 days rather
than 2 days when it is sent this way.
The content of the email can be customized with the
Notices and slips tool. The code of the
letter is STAFF_PASSWORD_RESET.
Only staff members with the
superlibrarian permission can see and
change the password expiry date manually. This date can be changed by clicking
the 'Edit' button at the top of the patron's record, or the 'Edit' button next
to the 'Library use' section.
Adding patron flags
Restrictions




    
 are used to prevent patrons from
checking out.
Patrons can also be blocked from checking items out by setting patron flags.
If you would like your circulation staff to confirm a patron's address before
checking items out to the patron, set the 'Gone no address' flag. This will
create a warning when checking out.
If the patron reports that they have lost their card you can set the 'Lost card'
flag to prevent someone else from using that card to check items out.
If you would like to bar a patron from the library you can add a manual
restriction.
This is the same as the restrictions tab
at the bottom of the patrons details page.
A patron can automatically be restricted with the
Overdue/notice status triggers
If you enter in a date and/or note related to the restriction, you will see that
in the restricted message as well.
Adding notes and messages to a patron record
You can leave notes in a patron record. There are several ways to do this:
you can either add a circulation note or an internal message. These will not
show in the OPAC for the patron to see. If you want the patron to see the notes
and messages, use OPAC notes and
OPAC messages.
Circulation notes
Circulation notes are added to the patron's file through the
add patron form or the
edit patron form, in the 'Library set-up'
section.
In the staff interface, circulation notes will be in the 'Library use' section
of the patron's file.
Circulation messages
Internal messages are added to the patron's file using the 'Add message' button.
To leave an internal message, choose "Staff - Internal note" in the 'Add a
message for' field. Enter your message in the box, or choose a predefined
message in the drop-down menu.
預定義的訊息被新增到 BOR_NOTES :ref:`容許值價值類別<existing-values-label>`中
Once saved, the internal message is shown in bold red on the patron's detail
page in the staff interface, at the top of the page just under the row of action
buttons.
它也會出現在借出頁面，在借出箱的右邊。
If you need to edit the message, click the 'Edit' button next to the message,
edit the text and click 'Save'.
Changing children to adults
Children patrons do not become adults automatically in Koha unless the
update patron categories cron job
is running.
To upgrade a child patron to and adult patron category manually go to the 'More'
menu and choose 'Update child to adult patron'.
You will then be presented with a pop up window asking which one of your adult
patron categories this child should be updated to.
This list shows the patron categories that
have the category type 'adult'.
以人工方式編輯到期日，或以從上方工具選項的更多選單裡，點選 '更新讀者' 選項，就能夠更新讀者帳號。
Using the latter the new expiry date will be calculated using the
enrollment period configured for the patron category of the user.
The system preference BorrowerRenewalPeriodBase determines if
the new expiry date will be calculated from the current date or from the
old expiry date.
使用 '更新讀者' 選項，可以讀者身份在 action_logs 表單更新，並可從讀者帳號使用 記錄檔檢視器 或 修改記錄檔。
可在詳情分頁看到讀者帳號的更新日期。
如果讀者在一個 :ref:`讀者類別 <patron-categories-label>`中，有會員費，續費時也會增加費用。然後，你可以在讀者的 :ref:`會計標籤 <fines-label>`中管理該費用。
刪除讀者帳戶
從 '更多' 下拉選單中，可以刪除讀者帳號。
Only staff with the
delete_borrowers permission
(or the superlibrarian permission)
will be able to delete patrons.
如果顧客有結帳、預約、罰款或積分，就會有提示。
如果顧客目前有借出，則無法刪除。
如果讀者有未付的罰款，就不可能刪除。
如果一個讀者有未使用的積分，可以選擇刪除該讀者，但會有一個警告。
If a patron has existing holds on their account, the option to delete the
patron is possible. The hold will be cancelled and moved to the old_reserves
table.
If a patron has public or shared lists, those will be
deleted along with the patron, unless the
ListOwnershipUponPatronDeletion
system preference is set to 'change owner of these lists'.
If a patron is protected, the 'Delete' option will be disabled. To delete the
patron anyway, edit the patron and choose
'No' under 'Protected' in the 'Library management' section, save, and
then delete.
管理讀者自助編輯
If you are allowing patrons to edit their accounts via the OPAC with the
OPACPatronDetails preference then you will need
to approve all changes via the staff interface before they're applied. If
there are patron edits awaiting action they will appear on the staff
interface dashboard below the modules list (along with other items awaiting
action).
超級圖書館員可看到所有分館的編修，其他館員祗能看到所屬圖書館讀者的編修。
勾選 '讀者要求修改' 連結後，進入要求修改的讀者清單。
從這裡，您可以 '批准' 並採用此改變於讀者記錄；'刪除' 並移除這些改變；或 '忽略' 並維持此改變待來日再決定。
可按右方的 '讀者詳情' 鈕。就可在新分頁看到該讀者的完整內容。
合併讀者紀錄
同個讀者擁有兩張讀者證時，可以將其合併不必遺失任何借出與預約紀錄。
選欲合併的紀錄再按 '合併選定的紀錄' 鈕就可。
可以同時合併兩筆以上的紀錄。
選擇你想保留的讀者記錄
如果有必要，點擊 '比較讀者' 按鈕，看看不同帳戶之間的差異。
按 '合併讀者' 按鈕。
借出與統計將轉移至正確的紀錄，並刪除另個紀錄。
讀者權限
Patron permissions are used to allow staff members access to the staff
interface.
In order for a staff member to log into the staff interface they
must have (at the very least) the
catalogue permission which allows them
to view the staff interface.
設定讀者權限
Only staff with the
permissions permission
(or the superlibrarian permission)
will be able to set permissions for other staff members.
In addition to the
permissions permission, only staff
with the staffaccess permission will
be able to set permission for other staff members whose
category is of the 'staff' type.
On the patron record, click 'More' and choose 'Set permissions' to alter
the patron's permissions.
顯示偏好清單, 點擊標題右側的'顯示詳細'連結展開偏好.
In all cases, if the parent permission is checked, the user has all the
child permissions. If you want to set permissions on a more granular level,
expand the section and only check the permissions you want that staff members
to have.
設定讀者權限
This section describes the different permissions.
存取所有圖書館館員職責的權限(超級圖書館館員)
This permission grants access to everything in the Koha staff interface.
The superlibrarian permission also gives access to things that might otherwise
be restricted by system preferences for example.
With this permission selected, there is no need to choose any other
permission.
借出與還入館藏(流通)
The following permissions are used to give access to functions from the
circulation module. Checking the circulate
permission will give access to all functionalities. Click 'Show details' to give
specific permissions.
保持流通權限 (流通_保持_權限)
This permission grants all circulation rights except those covered by
permissions listed below.
若有限制則強迫借出 (force_checkout)
With this permission, a staff member will be allowed to override a check out
restriction in the following cases:
此館藏已被其他讀者借出
此館藏不外借
持有逾期館藏的讀者
the patron is restricted
此館藏已遺失
此館藏是熱門館藏
此館館已被預約
將借出說明標記為已看/未看 (manage_checkout_notes)
This permission allows staff to manage the checkout notes
written by users through the OPAC.
Manage curbside pickups (manage_curbside_pickups)
This permission allows staff to manage
patron curbside pickup appointments.
管理帳號的限制 (manage_restrictions)
This permission allows staff to lift a restriction that might be on the patron's
record, or add a manual restriction.
Note that a staff member without manage_restrictions but who has
force_checkout will be able to
temporarily override a patron's restriction in order to check out an item to
them.
執行逾期館藏報表 (overdues_report)
This permission allows staff to run the overdues reports found under Circulation
(Overdues and
Overdues with fines).
取消禁止續借 (override_renewals)
This permission allows staff to override renewals restrictions.
Requires that the staff member also have
circulate_remaining_permissions.
Staff access, allows viewing the catalogue in staff interface (catalogue)
This permission must be given to all staff members to allow them to log
into the staff interface
This permission allows access to the staff interface, with the possibility of
searching the catalogue (simple search,
advanced search and
item search)
searching the authorities
viewing the checkout history of a title (no patron information is shown)
creating private or public lists,
adding items to private lists and public lists,
if the public list permission allows it, editing and deleting private
lists
using the cart
viewing course reserves
管理Koha系統設置 (管理面板) (參數)
The following permissions are used to give access to various pages from the
administration module. Checking the parameters
permission will give access to all pages. Click 'Show details' to give access
to specific pages only.
管理帳戶借項和信用類型 (管理_帳戶)
This permission gives access to the debit types and
credit types management sections.
Manage additional fields for baskets or subscriptions (manage_additional_fields)
This permission gives access to the
additional fields management sections.
This permission requires that the staff member also have the corresponding
permission for the particular additional fields.
Additional fields
Corresponding permission
Order baskets (aqbasket)
Manage basket and order lines (order_manage)
Order lines (aqorders)
Manage basket and order lines (order_manage)
Invoices (aqinvoices)
編輯發票 (edit_invoices)
Subscriptions (subscription)
編輯既有的訂閱 (edit_subscription)
Account lines (credit) (accountlines:credit)
管理罰款與費用的權限 (remaining_permissions)
Account lines (debit) (accountlines:debit)
管理罰款與費用的權限 (remaining_permissions)
Manage authorized value categories and authorized values (manage_auth_values)
This permission gives access to the auhorized values
management section.
Manage background jobs (manage_background_jobs)
This permission gives access to the jobs management




    

section.
Add, edit and archive cash registers (manage_cash_registers)
This permission gives access to the cash registers
management section.
管理流通規則 (manage_circ_rules)
This permission gives access to the
circulation and fine rules management
section.
Manage circulation rules from any library (manage_circ_rules_from_any_libraries)
This permission grants the right to manage circulation rules from any library.
If a staff member does not have this permission, but has the
manage_circ_rules
permission, they can only edit circulation rules from their own library.
管理縣市與鄉鎮 (manage_cities)
This permission gives access to the cities and towns
management section.
管理分類法來源與排序規則 (manage_classifications)
This permission gives access to the
classification sources management section.
管理欄的組態 (manage_column_config)
This permission gives access to the table settings
section.
Manage curbside pickups (manage_curbside_pickups)
This permission gives access to the
curbside pickup management section.
This section is used to manage the pickup slots and other curbside pickup
parameters. Circulation staff who manage the actual pickups need the
manage_curbside_pickups permission
under circulate.
管理您的意思是？組態 (manage_didyoumean)
This permission gives access to the Did you mean?
management section.
Manage authentication providers (manage_identity_providers)
This permission gives access to the identity providers
management section.
管理館藏流通提示 (manage_item_circ_alerts)
This permission gives access to the
item circulation alerts management
section.
管理館藏搜索欄位 (管理_館藏_搜索_欄位)
This permission gives access to the
item search fields management section.
管理館藏類型 (管理_館藏類型)
This permission gives access to the item types
management section.
Manage keyboard shortcuts for the advanced cataloging editor (manage_keyboard_shortcuts)
This permission gives access to the keyboard shortcuts management section.
管理圖書館與圖書館群組 (manage_libraries)
This permission gives access to the libraries and
library groups management sections.
管理Mana KB內容共享 (管理_mana)
This permission gives access to the
share content with Mana KB section.
管理 MARC 書目與權威框架並測試之 (manage_marc_frameworks)
This permission gives access to the following sections:
MARC bibliographic framework
Authority types
Koha to MARC mapping
MARC Bibliographic framework test
Manage MARC overlay rules configuration (manage_marc_overlay_rules)
This permission gives access to the
record overlay rules management section.
管理紀錄匹配規則 (manage_matching_rules)
This permission gives access to the
record matching rules management section.
管理詮釋資料擷取開放檔案計畫協定設置 (管理_詮釋資料擷取開放檔案計畫協定_設置)
This permission gives access to the
OAI sets configuration section.
管理讀者的延伸屬性 (manage_patron_attributes)
This permission gives access to the
patron attribute types management section.
管理讀者目錄 (管理_讀者_目錄)
This permission gives access to the patron categories
management section.
Manage patron restrictions (manage_patron_restrictions)
This permission gives access to the
patron restriction types management
section.
管理搜尋引擎組態 (manage_search_engine_config)
This permission gives access to the
search engine configuration section.
This section is only visible when the
SearchEngine system preference is set to
'Elasticsearch'.
Manage saved search filters (manage_search_filters)
This permission gives access to the
search filters management section.
管理 Z39.50 與 SRU 伺服器的組態 (manage_search_targets)
This permission gives access to the
Z39.50/SRU servers management section.
Manage SMS cellular providers (manage_sms_providers)
This permission gives access to the
SMS cellular providers management section.
This section will only be visible when the
SMSSendDriver system preference is set to
'Email'.
Manage SMTP servers (manage_smtp_servers)
This permission gives access to the SMTP servers
management section.
Manage system preferences (manage_sysprefs)
This permission gives access to the
system preferences.
管理圖書館轉移限制及轉移成本矩陣 (manage_transfers)
This permission gives access to the
library transfer limits and the
transport cost matrix management sections.
管理使用情況統計資料設定 (管理_使用情況_統計資料)
This permission gives access to the
share your usage statistics
section.
其他系統參數權限 (parameters_remaining_permissions)
This permission gives access to any remaining sections of the administration
module not mentioned above.
增加, 修改和查看讀者資訊 (借閱者)
The following permissions are used to give access to functions from the
patrons module. Checking the borrowers
permission will give access to all functionalities. Click 'Show details' to give
specific permissions.
Delete patrons (delete_borrowers)
This permission grants the ability to
delete patrons.
新增、修改與檢視讀者資訊 (edit_borrowers)
This permission gives access to the patrons module to
search for and view patron files, as well as adding new patrons and editing
existing patron.
Search, list and view patrons (list_borrowers)
This permission gives access to the patrons module to
search for and view patron files.
Staff members with this permissions, but without the
edit_borrowers permission will be
able to view patrons, but not add new patrons or edit existing patrons.
從任意圖書館查看讀者資訊 (查看_借閱者_資訊_從_任意_圖書館)
This permission grants the right to access patron files from any library.
If a staff member does not have this permission, but has the
edit_borrowers
permission, they can only view patrons from their own library or library group.
設定使用者權限 (權限)
This permission grants the ability to
set permissions for other staff
members.
Staff members with this permission will not be able to set permissions for
patrons whose category is of the 'staff'
type unless they also have the
staffaccess permission.
為讀者安排與修改預約 (為其他人預約)
The following permissions are used to give access to
holds options. Checking the reserveforothers
permission will give access to all functionalities. Click 'Show details' to give
specific permissions.
優先修改預約 (修改_預約_優先)
This permission allows staff members to
alter the holds priority




    
 (moving patrons up
and down the queue).
為讀者預約 (place_holds)
This permission allows staff members to
place holds in the staff interface.
編集目錄 (修改書目/預約資料) (編輯目錄)
The following permissions are used to give access to functions from the
cataloging module. Checking the editcatalogue
permission will give access to all functionalities. Click 'Show details' to give
specific permissions.
使用進階編目編輯器 (進階_編輯器)
This permission grants the ability to use the
advanced cataloging editor in the
cataloging module.
Staff members with this permission also need to have the
edit_catalogue permission.
Create shared macros (create_shared_macros)
This permission grants the ability to
create macros to be used in the
advanced cataloging editor.
Staff members with this permission also need to have the
advanced_editor permission.
立即刪除所有館藏 (delete_all_items)
This permission grants the ability to use the 'Delete all items' option found
under the 'Edit' menu in cataloging, to
delete all of a record's items.
Delete shared macros (delete_shared_macros)
This permission grants the ability to
delete macros from the
advanced cataloging editor.
Staff members with this permission also need to have the
advanced_editor permission.
Edit any item including items that would otherwise be restricted (edit_any_item)
This permission grants the ability to edit items belonging to libraries from
other library groups.
Staff members with this permission also need to have the
edit_items permission.
編輯編目 (修改書目/館藏資料) (edit_catalogue)
This permission grants the ability to
add bibliographic records (including importing
records through z39.50/SRU, and
duplicating records),
edit existing bibliographic records,
merge existing bibliographic records, and
delete bibliographic records.
編輯館藏 (edit_items)
This permission grants the ability to add new items,
edit items, and
delete items, but not bibliographic records.
This permission also lets the staff member create and use
item templates, but the
manage_item_editor_templates permission
is required to manage item templates created by other staff members.
Limit item modification to subfields defined in the SubfieldsToAllowForRestrictedEditing system preference (edit_items_restricted)
This permission limits the ability to edit items
to subfields specified in the
SubfieldsToAllowForRestrictedEditing
system preference.
Staff members with this permission also need to have the
edit_items permission.
快速編目 (fast_cataloging)
This permission grants the ability to catalog new records using the
fast cataloging option found on the main
circulation page and on the main cataloging page.
Create, update and delete item editor templates owned by others (manage_item_editor_templates)
This permission grants the ability to manage
item templates created by other users.
Anyone who has the edit_items permission
can create and share item templates, and delete their own templates.
Create, update and delete item groups, add or remove items from an item group (manage_item_groups)
This permission grants the ability to create, edit, and delete
item groups.
管理讀者罰款與費用(更新費用)
The following permissions are used to give access to functions from the
accounting tab in the patron records. Checking the
updatecharges permission will give access to all functionalities. Click 'Show
details' to give specific permissions.
讀者折扣款項 (折扣)
This permission grants the ability to apply discounts to charges.
Staff members with this permission also need to have the
remaining_permissions permission.
Add manual credits to a patron account (manual_credit)
This permission grants the ability to
add manual credits to a patron's account.
Staff members with this permission also need to have the
remaining_permissions permission.
Add manual invoices to a patron account (manual_invoice)
This permission grants the ability to
create manual invoices in a patron's account.
Staff members with this permission also need to have the
remaining_permissions permission.
支付給讀者的餘額 (payout)
This permission grants the ability to reimburse credits to patrons.
Staff members with this permission also need to have the
remaining_permissions permission.
退還款項給讀者(退還)
This permission grants the ability to refund payments that patrons have already
made to the library.
Staff members with this permission also need to have the
remaining_permissions permission.
管理罰款與費用的權限 (remaining_permissions)
This permission grants the ability to manage fines and fees other than the
actions described in the other sub-permissions (discounts, payouts, refunds,
and writeoffs).
This includes, but is not limited to:
the ability to access to the patrons' accounting tab;
the ability to pay existing charges;
the ability to cancel charges;
the ability to void payments; and
the ability to see the patron's transaction history.
註銷罰款與費用 (writeoff)
This permission grants the ability to
write off patron fees.
Staff members with this permission also need to have the
remaining_permissions permission.
採訪管理 (採訪)
The following permissions are used to give access to functions from the
acquisitions module. Checking the acquisition
permission will give access to all functionalities. Click 'Show details' to give
specific permissions.
所有的採訪子權限均允許近用採訪主頁。擁有以下一項或多項權限的館員可以查看預算，搜尋和檢視供應商訊息以及發票。
新增且刪除預算 (但不能修改預算) (budget_add_del)
This permission grants the ability to add funds and
delete funds within a budget.
Staff members with this permission also need to have the
budget_manage permission and
the budget_modify permission.
Without the period_manage permission,
staff members will only be able to add sub-funds, as they will not be able
to access the budgets administration page to add first-level funds.
基金管理 (budget_manage)
This permission grants the ability to access the
fund administration page.
Note that this only gives viewing access to the page, you will need
to give your staff the
budget_add_del permission and the
budget_modify permission if you want
them to be able to make changes to the funds.
管理全部基金 (budget_manage_all)
This permission grants viewing access to all funds regardless of restrictions on
them (owner, user or library restrictions).
Staff members with this permission also need to have the
budget_manage permission.
修改預算 (不能新增，但可以修改既有的) (budget_modify)
This permission grants the ability to edit fund information and amounts.
Staff members with this permission also need to have the
budget_manage permission and
the budget_add_del permission.
管理合約 (contracts_manage)
This permission grants the ability to add, edit and delete
contracts with vendors.
管理幣別與匯率 (currencies_manage)
This permission grants the ability to access the
Currencies and exchange rates
configuration page.
刪除籃（刪除_籃）
This permission grants the ability to delete
baskets




    
.
Staff members with this permission also need to have the
order_manage permission to be able
to view the baskets in order to delete them.
刪除發票 (delete_invoices)
This permission grants the ability to delete invoices.
管理 EDIFACT 傳輸 (edi_manage)
This permission grants the ability to access the
EDI account administration page, the
library EANs administration page and access sent
EDI messages.
編輯發票 (edit_invoices)
This permission grants the ability to edit invoices (modify invoice information
such as the invoice number, billing or shipping date, add adjustments, etc.).
Staff members with this permission will not be able to receive orders
against an invoice unless they have the
order_receive permission as well.
管理採購籃群組 (group_manage)
This permission grants the ability to
create, edit, close and delete basket groups.
合併發票 (merge_invoices)
This permission grants the ability to
merge invoices.
管理採購籃與訂購順序 (order_manage)
This permission grants the ability to place orders,
including creating baskets,
adding order lines,
edit existing baskets,
closing baskets, etc.
Staff members with this permission will not be able to
order from a new file unless they also
have the
stage_marc_import permission.
Likewise, staff members will not be able to
order from titles with highest hold ratios
unless they also have the
circulate_remaining_permissions permission.
管理所有訂購籃與訂購順序，不論有何限制 (order_manage_all)
This permission grants the ability to manage all baskets and orders even if
they are restricted to the owner, users or library.
Staff members with this permission also need to have the
order_manage permission.
簽收訂單與管理運送 (order_receive)
This permission grants the ability to create invoices,
receive orders, and
claim late orders.
管理預算 (period_manage)
This permission grants access to the
budget administration page and the ability to create,
duplicate, edit, and delete budgets.
Without the
budget_manage permission,
budget_add_del permission, and
the budget_modify permission, staff
will not be able to add or edit budget funds.
管理預算規畫 (planning_manage)
This permission grants the ability to access the
budget planning page.
Staff members with this permission also need to have the
budget_manage permission, and the
period_manage permission.
重開已關閉的發票 (reopen_closed_invoices)
This permission grants the ability to reopen closed
invoices.
管理供應商 (vendors_manage)
This permission grants the ability to
add, edit, and delete vendors.
Note that vendors are used in the
acquisition module, the
serials module, and the
e-resource management module.
Suggestions management (suggestions)
The following permissions are used to give access to
purchase suggestion management
functions of the acquisitions module. There is
currently only one sub-permission. Checking either suggestions or
suggestion_manage will have the
same effect.
管理採訪建議 (suggestions_manage)
This permission grants the ability to
create and manage purchase suggestions,
including creating new suggestions and changing the suggestions' statuses.
使用所有工具 (tools)
The following permissions are used to give access to functions from the
tools module, including some
cataloguing tools. Checking the tools permission will
give access to all tools. Click 'Show details' to give access to specific tools.
近用伺服器的檔案 (access_files)
This permission gives access to the access files tool
to access files stored on the server.
Perform batch extend due dates (batch_extend_due_dates)
This permission gives access to the
batch extend due dates tool.
批次或逐一上傳讀者照片 (batch_upload_patron_images)
This permission gives access to the
patron image upload tool.
Delete old borrowers and anonymize circulation history (deletes borrower checkout history) (delete_anonymize_patrons)
This permission gives access to the
batch patron deletion and anonymization tool.
Write additional contents for the OPAC and staff interfaces (news and HTML customizations) (edit_additional_contents)
This permission gives access to the news tool, the
HTML customizations tool, and the
pages tool.
設定閉館時的天數 (edit_calendar)
This permission gives access to the calendar tool.
設定逾期館藏的通知/啟動狀態 (edit_notice_status_triggers)
This permission gives access to the
overdue notice/status triggers tool.
定義說明 (edit_notices)
This permission gives access to the
notices and slips tool.
執行批次修改讀者 (edit_patrons)
This permission gives access to the
batch patron modification tool.
編輯每日一句功能的引句 (edit_quotes)
This permission gives access to the
quote editor for the 'Quote of
the day' feature.
匯出書目與館藏資料 (export_catalog)
This permission gives access to the
export catalog data tool from
the cataloging module
Staff members with this permission also need to have at least one of the
editcatalogue sub-permissions.
匯入讀者資料 (import_patrons)
This permission gives access to the
import patrons tool.
執行館藏目錄的盤點 (inventory)
This permission gives access to the inventory tool
from the cataloging module.
執行批次刪除館藏 (items_batchdel)
This permission gives access to the
batch item deletion tool from the
cataloging module.
執行批次修改館藏 (items_batchmod)
This permission gives access to the
batch item modification tool and the
item modifications by age tool
from the cataloging module.
Limit batch item modification to subfields defined in the SubfieldsToAllowForRestrictedBatchmod preference (items_batchmod_restricted)
This permission restricts the
batch item modification tool to modify
only the subfields defined in the
SubfieldsToAllowForRestrictedBatchmod
system preference.
Staff members with this permission also need to have the
items_batchmod permission.
根據目錄與讀者資料建立可列印的標籤與條碼 (label_creator)
This permission gives access to the
patron card creator tool




    
, as well as the
label creator, the
barcode image generator tool, and the
quick spine label creator tool from
the cataloging module.
管理CSV匯出設定檔 (manage_csv_profiles)
This permission gives access to the
CSV profiles tool.
新增、編輯與刪除讀者虛擬書架及其內容 (manage_patron_lists)
This permission gives access to the
patron lists tool.
Staff members with this permission also need to have the
list_borrowers permission (and
optionally the
view_borrower_infos_from_any_libraries permission),
otherwise, they will only be able to create lists and view existing lists,
but not add patrons to the lists.
管理待處理 MARC 紀錄，包括完成與反轉匯入 (manage_staged_marc)
This permission gives access to the
manage staged MARC records tool
from the cataloging module.
Unless staff members with this permission also have the
stage_marc_import permission,
they will only be able to manage records that have already been staged by
someone else. This depends on your workflows.
管理 MARC 修改模板 (marc_modification_templates)
This permission gives access to the
MARC modification templates tool
from the cataloging module.
管理讀者的評論 (moderate_comments)
This permission gives access to the comments tool.
審核讀者標籤 (moderate_tags)
This permission gives access to the tags tool.
執行批次刪除記錄 (書目或權威) (records_batchdel)
This permission gives access to the
batch record deletion tool from the
cataloging module.
執行批次刪除記錄 (書目或權威) (records_batchmod)
This permission gives access to the
batch record modification tool from
the cataloging module.
管理巡迴館藏 (rotating_collections)
This permission gives access to the
rotating collections tool.
執行排定工作 (schedule_tasks)
This permission gives access to the
task scheduler tool.
將 MARC 記錄納入儲存庫 (stage_marc_import)
This permission gives access to the
stage MARC records tool from the
cataloging module.
Unless staff members with this permission also have the
manage_staged_marc permission,
they will only be able to stage records but not import them into the catalog.
This depends on your workflows.
上傳任何檔案 (upload_general_files)
This permission gives access to the upload tool to upload
files.
上傳本地封面圖片 (upload_local_cover_images)
This permission gives access to the
upload local cover image tool from the
cataloging module to upload a batch of cover images,
as well as the ability to
add local cover images from the record detail page
and delete local cover images.
In order to add cover images to items,
staff members will also need the
edit_items permission.
管理上傳檔案 (upload_manage)
This permission gives access to files uploaded via the
upload tool.
Staff members with this permission also need to have the
upload_general_files to
access the upload tool.
瀏覽系統紀錄 (view_system_logs)
This permission gives access to the log viewer tool,
as well as the 'Modification log' tabs (in the
patron's account, for example, or in the record
details page).
編輯權威 (editauthorities)
This permission grants the ability to create, edit, merge, and delete
authority records.
Staff with the catalogue permission will
be able to search authorities.
管理期刊訂閱 (serials)
The following permissions are used to give access to functions from the
serials module. Checking the serials
permission will give access to all functionalities. Click 'Show details' to give
specific permissions.
Staff who have one or more of the following sub-permissions
will be able to search for and view serial subscriptions, and
manage serial numbering patterns.
The serials permission is required to
manage serial frequencies.
Some staff may also need acquisitions permissions, such as the
vendors_manage permission since
vendors for serials are managed in the acquisitions module.
勾選期刊到期日 (check_expiration)
This permission gives the ability to
check the expiration date of serials.
催缺期刊 (催缺_期刊)
This permission gives the ability to
claim missing issues.
新增訂閱 (create_subscription)
This permission gives the ability to
add new subscriptions.
刪除的訂閱 (delete_subscription)
This permission gives the ability to delete serial subscriptions.
編輯既有的訂閱 (edit_subscription)
This permission gives the ability to
edit existing serial subscriptions.
簽收期刊 (receive_serials)
This permission gives the ability to receive issues
of existing subscriptions.
續訂 (renew_subscription)
This permission gives the ability to
renew serial subscriptions.
傳閱 (routing)
This permission gives the ability to manage
routing lists.
管理任何分館的訂閱 (superserials)
This permission is only useful if the IndependentBranches
system preference is used.
允許近用至報表模組 (reports)
The following permissions are used to give access to functions from the
reports module. Checking the reports
permission will give access to all functionalities. Click 'Show details' to give
specific permissions.
Staff who have one or more of the following sub-permissions
will be able to run reports in the
statistics wizard section, as well as the
other reports on the main reports page.
Reports found on the Circulation page
are not controlled by this permission.
建立 SQL 報表 (create_reports)
This permission gives the ability to create
guided reports or
SQL reports.
Staff who need to run reports already created need the
execute_reports permission.
刪除 SQL 報表 (delete_reports)
This permission gives the ability to delete saved
SQL reports.
Staff with this permission also need the
execute_reports permission.
執行 SQL 報表 (execute_reports)
This permission gives the ability to
run custom SQL reports, but not create or
edit them.
Allow staff members to modify permissions, usernames, and passwords for other staff members (staffaccess)
This permission gives the ability to modify
permissions,
passwords, and usernames of patrons who are
staff members (patrons whose category is of
the 'staff' type).
Staff with this permission also need the
edit_borrowers permission and the
permissions permission.
課程指定用書 (coursereserves)
The following permissions are used to give access to functions from the
course reserves module




    
. Checking the
coursereserves permission will give access to all functionalities. Click 'Show
details' to give specific permissions.
If the UseCourseReserves system preference
is not enabled, these permissions will not have any effect.
新增課程指定用書 (add_reserves)
This permission gives the ability to
add items to existing courses.
移除課程指定用書 (delete_reserves)
This permission gives the ability to remove items from existing courses.
新增、編輯與刪除課程 (manage_courses)
This permission gives the ability to
create, edit and delete courses.
Koha 外掛 (plugins)
The following permissions are used to give access to
plugins. Checking the plugins permission
will give access to all functionalities. Click 'Show details' to give specific
permissions.
組態外掛程式 (configure)
This permission gives the ability to run the 'configure' section of a plugin,
if it has one.
Staff with this permission also need either the
report permission or the
tool permission in order to be able to access
the plugins.
管理外掛 (manage)
This permission gives the ability to
install or uninstall plugins.
Staff with this permission also need either the
report permission or the
tool permission in order to be able to access
the plugins.
使用報表外掛程式 (report)
This permission gives the ability to use
report plugins.
使用工具外掛程式 (tool)
This permission gives the ability to use
tool plugins.
虛擬書架 (lists)
The following permissions are used to give access to public
list management. Checking the lists permission
will give access to all functionalities. Click 'Show details' to give specific
permissions.
All staff members have permission to create, modify and delete their own
lists. These permissions are only necessary if you'd like to give
a staff member permission to edit or delete public lists that they
have not created.
刪除公開虛擬書架 (delete_public_lists)
This permission gives the ability to delete public lists created by someone
else.
Edit public lists contents (edit_public_list_contents)
This permission gives the ability to change the contents of public lists that
have the "Permitted staff only" permission.
Edit public lists (edit_public_lists)
This permission gives the ability to edit the name, settings, and permissions
of a public list owned by someone else.
This does not give the staff member permission to change the contents
of the list, unless the list permissions allow them to.
讀者讀書會 (讀書會)
The following permissions are used to give access to the
patron clubs functionalities. Checking the clubs
permission will give access to all functionalities. Click 'Show details' to
give specific permissions.
新增與編輯讀書會 (edit_clubs)
This permission gives the ability to
create and edit patron clubs based on existing club
templates using the patron clubs tool.
新增與編輯讀書會模版 (edit_templates)
This permission gives the ability to
create and edit club templates using the
patron clubs tool.
在讀書會註冊的讀者 (enroll)
This permission gives the ability to
enroll patrons from the patron record in the
staff interface.
Staff with this permission also need either the
edit_borrowers permission or the
larger borrowers permission in order to
be able to access the patron records to enroll them in clubs.
自助借還模組 (self_check)
The following permissions are used to enable the
self checkout and the
self checkin modules. Checking the self_check
permission will give access to all functionalities. Click 'Show details' to
give specific permissions.
These permissions should be given to a dedicated self check patron, not a
regular staff patron.
登入自助還入模組。 (self_checkin_module)
This permission is used to enable the self checkin
module. Give it only to a dedicated self check patron created for this purpose.
This permission prevents the patron from using any other OPAC functionality.
從 OPAC 執行自助借出 (self_checkout_module)
This permission is used to enable the self checkout
module. Give it only to a dedicated self check patron created for this purpose.
This permission should be used for the patron matching the
AutoSelfCheckID system preference.
Manage stockrotation operations (stockrotation)
The following permissions are used to give access to
stockrotation management. Checking the
stockrotation permission will give access to all functionalities. Click 'Show
details' to give specific permissions.
Add and remove items from rotas (manage_rota_items)
This permission gives the ability to
manage the items in the rotas.
Create, edit and delete rotas (manage_rotas)
This permission gives the ability to
manage rotas.
Cash management (cash_management)
The following permissions are used to give access to the
point of sale module and the
cash registers functionalities.
Checking the cash_management permission will give access to all
functionalities. Click 'Show details' to give specific permissions.
Perform anonymous refund actions (anonymous_refund)
This permission gives the ability to refund payments done through the point of
sale from the
cash register transaction history.
Perform cash register cashup action (cashup)
This permission gives the ability to record
cash register cashups.
進入銷售點頁面並付款 (takepayment)
This permission gives access to the point of sale
module.
催還(recalls)
The following permissions are used to give access to the
recalls functionalities. Checking the recalls permission
will give access to all functionalities. Click 'Show details' to give specific
permissions.
Manage recalls for patrons (manage_recalls)
This permission gives access to the
recall management page.
Manage the electronic resources module (erm)
This permission gives access to the
e-resource management module.
Staff members must have this permission in order to be attached as agreement
and license users in agreement and license records.
Allow staff to change logged in library (loggedinlibrary)
This permission gives the ability to change the library when
logging into the staff interface.
This permission also gives the ability to
set the library in the staff interface.
沒有此權限的館員只能登入其館藏所在的圖書館.
Manage the preservation module (preservation)
This permission gives access to the
preservation module.
This permission was introduced in version 23.11 of Koha.
流通摘要
Below the patron's information on the details screen is a tabbed display
of the items they have checked out, overdue, and on hold, among other things.
The first tab shows the items the patron currently has checked out. The number
of current checkouts will be displayed in the tab title.
You can customize the columns of this table in the
'Table settings' section of the
Administration module (table id: issues-table, under Patrons).
Click 'Configure' at the top right of the table to access the administration
module directly.
相關的借出
If the patron has family at the library, staff can see what the other family
members have checked out. The total number of checkouts among all family members
will be displayed in the tab title.
You can customize the columns of this table in the
'Table settings' section of the
Administration module (table id: relatives-issues-table, under Patrons).
Click 'Configure' at the top right of the table to access the administration
module directly.
待付費用
The Charges tab will only show in the patron accounts that have unpaid amounts
or unused credits. The total amount of unpaid charges or unused credits will be
displayed in the tab title.
該標籤將顯示總金額，不含詳情。要查看詳情，請到 會計標籤。
Guarantees' charges
This tab will appear if the patron has guarantees and those guarantees have
unpaid charges in their account. The total amount owed by guarantees will be
displayed in the tab title.
The tab will show the guarantee's name and the total unpaid amount, without
any details. To see details, go to the guarantee's
accounting tab.
如果讀者擁有預約，則預約數量將顯示在此頁面的標題上，詳細訊息將顯示在頁面中。
條碼號和索書號僅出現在館藏層次的預約或已確認的預約中。無需等待提取的書目層級預約將不會有條碼號或索書號。
這裡可以管理讀者的預約：更改取件圖書館，取消或暫停預約。
You will only be able to suspend holds if the SuspendHoldsIntranet
system preference is set to "Allow".
If, when suspending a hold, you want to be able to set a date at which to
automatically resume the hold, set the AutoResumeSuspendedHolds
system preference to "Allow" and make sure the unsuspend_holds cron
job is activated.
If recalls are enabled, currently active
recalls requested by the patron will appear
in this tab. The number of active recalls will be displayed in the tab title.
館員在這裡可以看到每個催還的狀態，並 管理它們。
論文請求
If the ArticleRequests system preference is enabled, and the circulation
rules allow it, the patrons will be able to request articles, either through the
OPAC or in the staff interface. The number of active requests will be displayed
in the tab title.
讀者請求的詳情及其狀態可在此頁面查看。
Claims
If the patron has claimed they returned items, but
those were not checked in, the claims will be shown in this tab. The number
of resolved and unresolved claims will be displayed in the tab title. The first
number, in green (or in gray if it's 0), represents the number of resolved
claims and the second number, in yellow (or in gray if it's 0), represents the
number of unresolved claims.
From this tab, staff can edit claim notes and
resolve claims.
所有的讀者都有限制分頁。未被限制的讀者在此分頁可見到該訊息。
被限制的讀者將在此顯示其讀者號及限制的事項。
There are at least four kinds of restrictions:

使用 '新增人工限制' 連結，您可新增限制於讀者的記錄內。這適用於需要在讀者記錄上手動設置任何類型的限制。
Only staff with the