In this Koha Tutorial we will show you the new feature in Koha for Patron Clubs. This features adds the ability to create clubs in which patrons can enroll. It is particularly useful for tracking summer reading programs, book clubs, etc.
Permissions
Ensure your staff user has the ‘Patron clubs’ permissions
Go to your staff members account tab and click on the More drop down menu
Select Set Permissions and make sure patron clubs have checkmarks next to each of the functions you want your staff to have. Remember if your staff is a superlibrarian, they will have the permission.
Patron Club Templates
Under the tools menu, click the “Patron clubs” link
Create a new club template
Name is required. This could be something like Adult Book Club, Children’s Book Club or Summer Reading Program. Remember these templates will be starting point for each club you create.
Description can be any additional information
Allow Public Enrollment: if this box is checked it will allow patrons to enroll in a club based on this template from the OPAC
Require valid email address: if this box is checked only patrons with a valid email address can enroll.
The library drop down gives the flexibility to enroll patrons from specific branches. If set to blank, all branches will be able to enroll.
Club Fields: these fields will be used when creating a club based on this template
These fields can be connected to authorized values.
Enrollment Fields: add any additional fields you want to have filled out by your patrons.
These fields can be connected to authorized values.
Summer Reading Example
Create a Patron Club
Next, create a new club based on the newly created template.
Name Again is required, this will be the name of the specific club being created.
Description – any additional information
Start and End date for when this club runs. Once the club expires, it will be removed from the OPAC for users to enroll.
The library drop down gives you the flexibility to enroll patrons from specific branches. If set to blank, all branches will be able to enroll.
Enroll Patrons
Pull up a patron account
Notice the tab for club, click on that tab
Add the patron to the selected club by selecting the enroll button
Enrollments can be cancelled by clicking on the cancel enrollment
Placing Holds for Patron Clubs
The manual discusses how to place holds for patron clubs.
Patron Clubs in the OPAC
Login to the OPAC as a patron
On the “your summary” tab
Notice the tab for club, click on that tab
The patron can be added to the selected club by selecting the enroll button
Cancel enrollment by clicking on the cancel enrollment
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