6. Patron Permissions

Patron Permissions are used to allow staff members access to the staff client.

Important

In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.

6.1. Setting Patron Permissions

To set patron permissions, you must first have a patron of the 'Staff' type open

  • On the patron record click More and choose Set Permissions to alter patron permissions

  • You will be presented with a list of preferences, some of which can be expanded by clicking the plus sign to the left of the section title.

6.2. Patron Permissions Defined

  • superlibrarian

    • Access to all librarian functions

      • Tip

        With this selected there is no need to choose any other permissions

  • circulate

    • Check out and check in items

    • This section can be expanded (Learn more)

  • catalogue

    • Required for staff login. Staff access, allows viewing the catalogue in staff client

      • Important

        Must be given to all staff members to allow them to login to the staff client

  • parameters

    • Manage Koha system systems (Administration panel)

    • This secton can be expanded (Learn more)

  • borrowers

    • Add or modify patrons

  • permissions

    • Set user permissions

  • reserveforothers

    • Place and modify holds for patrons

    • This section can be expanded (Learn more)

  • borrow

    • Borrow books

  • editcatalogue

    • Edit Catalog (Modify bibliographic/hodings data)

    • This section can be expanded (Learn more)

  • updatecharges

    • Manage patrons fines and fees

  • acquisition

    • Acquisition and/or suggestion management

    • This section can be expanded (Learn more)

  • management

    • Set library management paraments (deprecated)

      • Important

        This permission level no longer controls anything.

  • tools

    • Use all tools

    • This section can be expanded (Learn more)

  • editauthorities

    • Edit Authorities

  • serials

    • Manage serial subscriptions

    • This section can be expanded (Learn more)

  • reports

    • Allow access to the reports module

    • Reports found on the Circulation page are not controlled by this permission

    • This section can be expanded (Learn more)

  • staffaccess

    • Allow staff members to modify permissions for other staff members

    • Important

      Requires the borrowers permission above

6.2.1. Granular Circulate Permissions

If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:

  • circulate_remaining_permissions

    • Remaining circulation permissions

    • All circulation rights except the ability to override renewals

  • override_renewals

    • Override blocked renewals

    • Requires that the staff member also has circulate_remaining_permissions

6.2.2. Granular Parameters Permissions

If the staff member has 'parameters' permissions they have the ability to perform all of these actions. If you would like to control parameter permissions on a more granular level choose from these options:

  • manage_circ_rules

  • parameters_remaining_permissions

    • Remaining system parameters permissions

    • The ability to access all areas in Administration (other than the Circulation and fine rules)

6.2.3. Granular Holds Permissions

If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:

  • modify_holds_priority

    • Modify holds priority

    • Allow staff members to alter the holds priority (moving patrons up and down the queue)

  • place_holds

    • Place holds for patrons

6.2.4. Granular Cataloging Permissions

If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:

6.2.5. Granular Acquisitions Permissions

If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:

  • budget_add_del

    • Add and delete budgets (but can't modify them)

  • budget_manage

    • Manage budgets

  • budget_manage_all

    • Manage all budgets

    budget_modify

    • Modify budget (can't create lines, but can modify existing ones)

  • contracts_manage

    • Manage contracts

  • group_manage

    • Manage orders and basket groups

  • order_manage

    • Manage orders and baskets

  • order_receive

    • Manage orders and baskets

  • period_manage

    • Manage periods

  • planning_manage

    • Manage budget planning

  • vendors_manage

    • Manage vendors

6.2.6. Granular Serials Permissions

If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:

  • check_expiration

  • claim_serials

  • create_subscription

  • delete_subscription

    • Delete an existing subscription

  • edit_subscription

    • Edit an existing subscription

    • This permission does not include the ability to delete or create a subscription

  • receive_serials

    • Serials receiving

    • Receive serials on existing subscriptions

  • renew_subscription

    • Renew a subscription

  • routing

6.2.7. Granular Tools Permissions

If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:

6.2.8. Granular Reports Permissions

If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

  • create_reports

    • Create SQL Reports

    • The ability to create and edit but not run SQL reports

  • execute_reports

    • Execure SQL Reports

    • The ability to run but not create or edit SQL reports

      • Tip

        This include Circulation reports such as Overdues