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Patron /User List

To create a patron list in Koha, you can follow these steps:

  1. Navigate to Patron Management: Look for the section labeled "Patrons" or "Patron Management" in the main menu or sidebar.
  2. Search for Patrons: Use the search feature to find the patrons you want to include in the list. You can search by various criteria such as name, barcode, patron category, etc.

  3. Select Patrons: Once you've located the patrons you want to include in the list, select them by checking the checkboxes next to their names.

  4. Create List: After selecting the desired patrons, look for an option to create a new list or add them to an existing list. This option may be labeled as "Create List," "Add to List," or similar.

  5. Name the List: Give your list a descriptive name that reflects its contents or purpose. This will help you easily identify the list in the future.

  6. Save the List: Save the newly created list. The selected patrons will now be grouped together in the list.

  7. View and Manage Lists: You can view and manage your patron lists under the "Patrons" or "Patron Management" section. Look for an option to view lists or manage existing lists.

  8. Edit or Update Lists: If needed, you can edit or update your patron lists by adding or removing patrons, renaming the list, or making other modifications.

  9. Utilize Lists: Once your patron lists are created, you can utilize them for various purposes such as sending targeted communications, managing circulation policies, generating reports, and more.