Koha How-To

New Director: Patron Tools

by Kelly McElligott on Apr 8, 2021

Here is a compilation of our documentation for Patron Tools.

Patron Lists

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

Here is a tutorial video and blog post on how to make Patron Lists:

Monday Minutes: Patron lists

Patron Clubs

Patron clubs create clubs in which patrons may be enrolled. It is useful for tracking summer reading programs, book clubs and other such clubs.

Here is a tutorial video and blog post on using to make Patron Clubs:

Setting Up the Patron Clubs feature in Koha

Patron Clubs Hold Feature

Import Patrons

The patron import tool can be used at any time to add patrons in bulk. It is commonly used in universities and schools when a new batch of students registers.

Here is a tutorial video and blog post on how to import a file of patrons:

Monday Minutes : Using the Patron Import Tool

Patron Card Creator

The patron card creator allows you to use layouts and templates which you design to print your custom patron cards on your printer.

Here is a blog post about using this tool:

Using the Patron Card Creator Tool

Batch Patron Deletion

This tool allows you to bulk anonymize circulation histories (this means that you keep records of how many times items were checked out - but not the patrons who checked the items out) or bulk delete patrons (remove them from the system completely).

Batch Patron Modification

With this tool, you can make edits to a batch of patron records. Simply load in a file of card numbers (one per line), choose from a list of patrons or scan patron card numbers in to the box provided.

Here is a blog post and tutorial video on using this tool in Koha:

Batch Patron Modification