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Last modified by BibOS Admin on 2026/11/14 19:08
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BibOS Admin 1.1 1 Plan account categories, essential data and permissions for real staff roles.
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3 {{toc/}}
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5 Check the official Koha manual for your installed version.
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7 {{id name="categories"/}}
8 == Start with categories ==
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10 Koha patron categories group accounts for configuration and policy purposes. Set them up before adding or importing patrons. Staff permissions determine which parts of the system an account can use.
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12 {{id name="account-plan"/}}
13 == Prepare an account plan ==
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15 |=Decision|=What to document
16 |Categories|Who belongs to each category and why it needs different rules
17 |Required fields|The information needed to provide your library service
18 |Identifiers|How card numbers will stay unique during migration
19 |Account lifecycle|Who reviews renewals, expiry and obsolete accounts
20 |Staff roles|Which tasks each role needs to perform
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22 {{id name="test-access"/}}
23 == Test permissions with representative roles ==
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25 Create a test plan for a circulation assistant, cataloguer and administrator. Each role should be able to finish its intended tasks. Also verify that unrelated administrative tasks are unavailable.
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27 Review messages, delivery settings and account recovery with your team. Keep real patron data out of BibOS planning notes. The current workspace has no patron import or account management module.
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29 {{id name="sources"/}}
30 == Official references ==
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32 * [[Koha manual: patrons and permissions>>https://koha-community.org/manual/latest/en/html/patrons.html]]
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34 == Related guides ==
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36 * [[Planning loan and hold rules>>doc:Guides.setup.loan-rules.WebHome]]
37 * [[Planning a move to Koha>>doc:Guides.setup.migration.WebHome]]
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