How to use housebound module?

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How to use housebound module?

Agnes Rivers-Moore
Dear Koha users

I have failed to find any manual entries or Wiki description of how to use the homebound module.
Bugzilla #5670 has been under way for a while so the project may have changed from the original outline.
Also it may be called house bound, or homebound, or home-bound... but I still cannot find it.

Can anyone point me towards the information, please, or can anyone share some more detailed description of what this is intended to do?

Is anyone using it?
Is any further functionality intended in future?

Thanks everyone,
Agnes

(Koha 17.11.03 as of Feb 2018)
--
Agnes Rivers-Moore
CEO / Chief Librarian
Hanover Public Library
451 10th Ave,
Hanover, ON, N4N 2P1

Tel: 519.364.1420 x 1244 | Fax: 519.364.1747
Email: [hidden email]<mailto:[hidden email]> |
Web: Hanoverlibrary.ca<http://www.hanoverlibrary.ca/>
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Re: How to use housebound module?

Field, Jonathan
Hi,

You might want to look at the plan on the bugzilla report

https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=5670

In summary,

- Optionally, add additional authorised values to 'HSBND_FREQ'.
- Switch on 'HouseboundModule' syspref.
- Ensure 'ExtendedPatronAttributes syspref is on.
- On patron pages, when editing, add some to the Housebound deliverer
  and chooser groups.
- On a patron page, the Housebound menu should now be present.
  - create housebound profile
    + ensure Frequency values seem pulled from 'HSBND_FREQ'.
  - create 'housebound visits' (deliveries)
    + ensure chooser/deliverer lists are populated with patrons that
      have the Chooser or Deliverer Attribute type.
  - edit visits.
  - delete visits.
- Switch off 'HouseboundModule'
  - the Housebound menu should disappear

We were talking about this a few days ago and will try and add some proper
documentation with screens to the manual pages.
Jonathan

On 1 March 2018 at 00:20, Agnes Rivers-Moore <[hidden email]> wrote:

> Dear Koha users
>
> I have failed to find any manual entries or Wiki description of how to use
> the homebound module.
> Bugzilla #5670 has been under way for a while so the project may have
> changed from the original outline.
> Also it may be called house bound, or homebound, or home-bound... but I
> still cannot find it.
>
> Can anyone point me towards the information, please, or can anyone share
> some more detailed description of what this is intended to do?
>
> Is anyone using it?
> Is any further functionality intended in future?
>
> Thanks everyone,
> Agnes
>
> (Koha 17.11.03 as of Feb 2018)
> --
> Agnes Rivers-Moore
> CEO / Chief Librarian
> Hanover Public Library
> 451 10th Ave,
> Hanover, ON, N4N 2P1
>
> Tel: 519.364.1420 x 1244 | Fax: 519.364.1747
> Email: [hidden email]<mailto:[hidden email]> |
> Web: Hanoverlibrary.ca<http://www.hanoverlibrary.ca/>
> Facebook Hanover Public Library | Twitter @HanoverLibrary
>
> Support your library! Could you volunteer, make a donation, or remember us
> in your will? Hanover Public Library is a Registered Charity - BN
> 10802-6947-RR0001
> We use email to communicate service messages to members who provide an
> address during registration or who contact us by email, and to promote
> charitable donations and fundraising events, in compliance with CASL.
> Please contact the library to change your email preferences or use the
> link below.
> Unsubscribe request<mailto:[hidden email]?cc=[hidden email]&
> subject=CASL%20unsubscribe%20request&body=Please%
> 20remove%20my%20email%20from%20mailing%20lists%20other%
> 20than%20member%20reminder%20services>
> _______________________________________________
> Koha mailing list  http://koha-community.org
> [hidden email]
> https://lists.katipo.co.nz/mailman/listinfo/koha
>
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Re: How to use housebound module?

Agnes Rivers-Moore
Hello Jonathan and friends

Thank you for the reply, and for building the housebound module!
We can see potential for this even in a small library, and definitely in a large system with a lot of people to track.

We have tinkered around with it a bit. I may not have found all the functionality, do correct me if I missed something.

Observations so far -

  *   We would like to be able to search on chooser/deliverer - to find volunteers to match with new housebounds.
  *   We would like a way to connect chooser/deliverer with housebound person at the profile level. This option only appears when setting up a specific delivery date (and has to be selected each time a delivery is added). Our volunteer deliverers would normally always deliver to the same patrons. Maybe a syspref for this option?
  *   We would like to see which patrons a chooser/deliverer delivers for, from the chooser/deliverer record.
  *   Housebound profile tab appears on all patron types. It would be nice to be able to specify which patron type(s) get that extra menu. (Looked in patron categories admin for a flag and there's nothing new there.)
  *   Profile text boxes are single-line - would be nice if the author list and notes boxes expanded with the content.
  *   Not sure what the intention of Referrer field is.
  *   Is there a way to view/print/report scheduled deliveries for a specific deliverer?or show on OPAC account?
  *   Can we extract statistics - number of delivery visits, number of items delivered... by housebound patron and by deliverer?
  *   Waaay down the development road - it would be nice if the deliverer had a profile with available weekdays, and Koha could report schedule conflicts if a patron delivery was set up for a day they were not available. Now that's really blue-sky thinking. It might be that linking Koha with an external scheduling app could achieve this.

I should say that our library does not need this module - our deliveries are few enough to track without Koha - but we think it could be very useful and we will definitely use the profile!
If enough libraries and developers are interesting in taking this further - I would like to help with usage suggestions and maybe content for the manual.

Agnes

On 2018-03-02 12:29 PM, Field, Jonathan wrote:

- Optionally, add additional authorised values to 'HSBND_FREQ'.
- Switch on 'HouseboundModule' syspref.
- Ensure 'ExtendedPatronAttributes syspref is on.
- On patron pages, when editing, add some to the Housebound deliverer
  and chooser groups.
- On a patron page, the Housebound menu should now be present.
  - create housebound profile
    + ensure Frequency values seem pulled from 'HSBND_FREQ'.
  - create 'housebound visits' (deliveries)
    + ensure chooser/deliverer lists are populated with patrons that
      have the Chooser or Deliverer Attribute type.
  - edit visits.
  - delete visits.

--
Agnes Rivers-Moore
CEO / Chief Librarian
Hanover Public Library
451 10th Ave,
Hanover, ON, N4N 2P1

Tel: 519.364.1420 x 1244 | Fax: 519.364.1747
Email: [hidden email]<mailto:[hidden email]> |
Web: Hanoverlibrary.ca<http://www.hanoverlibrary.ca/>
Facebook Hanover Public Library | Twitter @HanoverLibrary

Support your library! Could you volunteer, make a donation, or remember us in your will? Hanover Public Library is a Registered Charity - BN 10802-6947-RR0001
We use email to communicate service messages to members who provide an address during registration or who contact us by email, and to promote charitable donations and fundraising events, in compliance with CASL.
Please contact the library to change your email preferences or use the link below.
Unsubscribe request<mailto:[hidden email]?cc=[hidden email]&subject=CASL%20unsubscribe%20request&body=Please%20remove%20my%20email%20from%20mailing%20lists%20other%20than%20member%20reminder%20services>
_______________________________________________
Koha mailing list  http://koha-community.org
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