1 # SOME DESCRIPTIVE TITLE.
2 # Copyright (C) 2017, Koha Community
3 # This file is distributed under the same license as the Koha Manual
5 # FIRST AUTHOR <EMAIL@ADDRESS>, 2017.
10 "Project-Id-Version: Koha Manual 17.11\n"
11 "Report-Msgid-Bugs-To: \n"
12 "POT-Creation-Date: 2017-10-25 12:27-0300\n"
13 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
14 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
15 "Language-Team: LANGUAGE <LL@li.org>\n"
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19 "Generated-By: Babel 2.3.4\n"
21 #: ../../source/01_installation.rst:4
22 msgid "Introduction to the Koha Installation Process"
25 #: ../../source/01_installation.rst:6
26 msgid "This is the Koha Installation Manual 17.05 for Koha 17.05."
29 #: ../../source/01_installation.rst:8
30 msgid "The Koha Library Management System installation process uses 2 tools:"
33 #: ../../source/01_installation.rst:10
37 #: ../../source/01_installation.rst:11 ../../source/01_installation.rst:320
38 msgid "Onboarding tool"
41 #: ../../source/01_installation.rst:13
42 msgid "This documentation will outline both of these tools."
45 #: ../../source/01_installation.rst:16
46 msgid "What is the Koha web installer?"
49 #: ../../source/01_installation.rst:17
51 "The web installer sets up the database tables that store the all the data "
52 "you work with in Koha, for example the library branches, patrons and items."
55 #: ../../source/01_installation.rst:19
57 "The web installer starts with a login screen for you to enter the database "
58 "administrator account credentials."
61 #: ../../source/01_installation.rst:21
63 "The installer will then create the tables and fill the tables with data. The "
64 "next step in the process is to set up a few mandatory first use settings, "
65 "via the Onboarding tool."
68 #: ../../source/01_installation.rst:25
69 msgid "What is the Koha Onboarding tool?"
72 #: ../../source/01_installation.rst:27
74 "The onboarding tool makes sure you have at least one library, patron "
75 "category, patron, item type and circulation rule before you start using Koha."
78 #: ../../source/01_installation.rst:29
80 "If you installed sample data for library, patron category, and/or item type "
81 "then the screens to create these will be skipped."
84 #: ../../source/01_installation.rst:31
86 "You will, however, always have to create a patron (to log into the staff "
87 "interface at the end of the onboarding tool) and a circulation rule."
90 #: ../../source/01_installation.rst:35
94 #: ../../source/01_installation.rst:38
95 msgid "Web installer login"
98 #: ../../source/01_installation.rst:40
99 msgid "**Web Installer login**"
102 #: ../../source/01_installation.rst:43
104 "This login screen is the first screen that appears when installing Koha."
107 #: ../../source/01_installation.rst:45
111 #: ../../source/01_installation.rst:48
112 msgid "Web Installer login"
115 #: ../../source/01_installation.rst:50
117 "**Koha version name**: This will display whatever Koha version number you "
121 #: ../../source/01_installation.rst:52
123 "**Username**: This is database administrator username which is "
124 "*koha_kohadev* by default."
127 #: ../../source/01_installation.rst:54
129 "**Password**: This is the database administrator password which is "
130 "*password* by default."
133 #: ../../source/01_installation.rst:56
134 msgid "*Log in*: Select this button to login"
137 #: ../../source/01_installation.rst:60
138 msgid "Language picker"
141 #: ../../source/01_installation.rst:62
142 msgid "**Installer Start screen**"
145 #: ../../source/01_installation.rst:65
146 msgid "This is the first screen of the web installer."
149 #: ../../source/01_installation.rst:67
153 #: ../../source/01_installation.rst:69
154 msgid "Web installer start screen"
157 #: ../../source/01_installation.rst:71
159 "*Language picker* dropdown box: This is specifying the language you want "
163 #: ../../source/01_installation.rst:74
165 "Installing other languages that have translations for the installer (DE or "
166 "FR, for example) will allow those languages to be used for the web installer."
169 #: ../../source/01_installation.rst:76
171 "Click the *Continue to the next step* button to load the next stage of the "
175 #: ../../source/01_installation.rst:80
176 msgid "Installer Perl Modules Installed"
179 #: ../../source/01_installation.rst:82
181 "This screen tells you that the installer has all the dependencies it needs, "
182 "to create the database in the next screen."
185 #: ../../source/01_installation.rst:84
189 #: ../../source/01_installation.rst:86
190 msgid "Perl modules installed"
193 #: ../../source/01_installation.rst:89
195 "Click on the *Continue to the next step* button to load the next stage of "
199 #: ../../source/01_installation.rst:93
200 msgid "Database Settings"
203 #: ../../source/01_installation.rst:95
205 "This screen informs you of the database settings and asks you to confirm "
206 "them by clicking the *Continue to the next step* button."
209 #: ../../source/01_installation.rst:99
211 "For the majority of users these settings should be correct, if not then you "
212 "should contact your support provider."
215 #: ../../source/01_installation.rst:103
219 #: ../../source/01_installation.rst:105
220 msgid "Database settings"
223 #: ../../source/01_installation.rst:108
224 msgid "**Database Settings:** Check these database settings are correct."
227 #: ../../source/01_installation.rst:109
229 "Click the *Continue to the next step* button to confirm the database settings"
232 #: ../../source/01_installation.rst:113
233 msgid "**Connection Established**"
236 #: ../../source/01_installation.rst:116
237 msgid "After you click the *Next* button the database connection is confirmed:"
240 #: ../../source/01_installation.rst:118
244 #: ../../source/01_installation.rst:120
245 msgid "Database connection established"
248 #: ../../source/01_installation.rst:122
250 "**Connection established message:** This informs you that the database has "
251 "been successfully created."
254 #: ../../source/01_installation.rst:123 ../../source/01_installation.rst:138
255 msgid "Click the *Continue to the next step* button to load the next stage"
258 #: ../../source/01_installation.rst:125
260 "If you have database connection difficulties here, the installer will not "
261 "proceed. Double check the connection information in your koha-conf.xml file, "
262 "and verify that the permissions and credentials on the database itself are "
266 #: ../../source/01_installation.rst:130
267 msgid "Ready to fill tables with data"
270 #: ../../source/01_installation.rst:132
272 "This screen is informing you everything is set up for you to create the "
273 "database tables in the next screen."
276 #: ../../source/01_installation.rst:134
280 #: ../../source/01_installation.rst:136
281 msgid "Database ready for data"
284 #: ../../source/01_installation.rst:141
285 msgid "This step can take some time. Please be patient."
288 #: ../../source/01_installation.rst:145 ../../source/01_installation.rst:149
289 msgid "Database tables created"
290 msgstr "Tabelas das base de dados criadas"
292 #: ../../source/01_installation.rst:147
296 #: ../../source/01_installation.rst:151 ../../source/01_installation.rst:163
297 msgid "Click the *Continue to the next step* button"
300 #: ../../source/01_installation.rst:155 ../../source/01_installation.rst:161
301 msgid "Ready for basic configurations"
304 #: ../../source/01_installation.rst:157
306 "This screen leads onto installing basic configurations necessary to use Koha."
309 #: ../../source/01_installation.rst:159
313 #: ../../source/01_installation.rst:167 ../../source/01_installation.rst:173
314 msgid "Select MARC flavour"
317 #: ../../source/01_installation.rst:169
319 "You must choose your MARC flavour (format you want the bibliographic "
320 "(catalog) records to be stored in the database) on this screen:"
323 #: ../../source/01_installation.rst:171
327 #: ../../source/01_installation.rst:175
329 "**Unimarc:** This is frequently used in European countries (except for the "
333 #: ../../source/01_installation.rst:177
335 "**MARC21:** Selected by default, as it is more commonly used globally than "
339 #: ../../source/01_installation.rst:179
340 msgid "Click the *Continue to the next step* button to confirm your choices"
343 #: ../../source/01_installation.rst:184
344 msgid "MARC21 and UNIMARC setup"
347 #: ../../source/01_installation.rst:186
349 "In the previous screen you either choose MARC21 or UNIMARC as your MARC "
350 "flavour. This page outlines both."
353 #: ../../source/01_installation.rst:189 ../../source/01_installation.rst:194
357 #: ../../source/01_installation.rst:192
361 #: ../../source/01_installation.rst:196
363 "**Default MARC21 Standard Authority Types:** An authority type is a template "
364 "of an authority record (stores the search fields used to search an "
365 "institutions catalog for an item). This option will install sample authority "
369 #: ../../source/01_installation.rst:198
371 "**Default MACR21 bibliographic framework:** Following on from the MARC21 "
372 "selection in the previous screen selecting this checkbox (and the *Import* "
373 "button) will actually setup the MARC21 bibliographic framework as the "
374 "desired MARC flavour."
377 #: ../../source/01_installation.rst:200
379 "**Selected matching rules for MARC21 bibliographic records:** The MARC21 "
380 "matching rules are used to find all the information about specific "
381 "bibliographic records using the authority type search values."
384 #: ../../source/01_installation.rst:202
386 "**'FA', a 'Fast Add' minimal MARC21 framework suitable for ILL, or on the "
387 "fly cataloging:** The FA MARC framework displays fewer fields, and allows "
388 "for faster cataloguing on the fly. Select this checkbox to install this "
392 #: ../../source/01_installation.rst:204
394 "**Sample MARC21 bibliographic frameworks for some common types of "
395 "bibliographic material:** This installs the template you will use to create "
399 #: ../../source/01_installation.rst:206
401 "**Default Koha system authorised values:** This installs mandatory "
402 "authorised values that every Koha installation needs."
405 #: ../../source/01_installation.rst:208
407 "**Default classification sources and filling rules:** This will insert "
408 "several common library classification sources such as dewey decimal."
411 #: ../../source/01_installation.rst:210
413 "**Defines default message transports for email and sms:** This provides the "
414 "option to the user of being able to change how the library contacts them. "
415 "They can choose from the following: email address, printed message, sms, or "
416 "phone call. Notices will not work without these."
419 #: ../../source/01_installation.rst:212
421 "**Patron attributes:** This does not install any data, and it needs to be "
425 #: ../../source/01_installation.rst:214
427 "**Sample frequencies for subscriptions:** For items that arrive on a regular "
428 "and predictable basis (e.g. monthly magazines), installing sample "
429 "frequencies is useful because you can simply select a pre-installed sample "
430 "frequency when you create the item."
433 #: ../../source/01_installation.rst:216
435 "**Sample notices:** This inserts sample notices into the database, meaning "
436 "all you have to do is customize these sample notices before you use them. "
437 "Creating these by hand can be very time consuming and error prone."
440 #: ../../source/01_installation.rst:218
442 "**Defines default messages for the enhanced messaging configuration:** The "
443 "enhanced messaging configuration lets the user choose what messages they "
444 "receive from the institution. Selecting this will insert sample message "
445 "types for the Due, Predue, and Advance notice message types."
448 #: ../../source/01_installation.rst:220
450 "**Defines default message transports for sending item due messages and "
451 "advance notice messages through email and SMS:** This inserts the SMS and "
452 "email transport types. Mandatory if you want to send notices by email or SMS."
455 #: ../../source/01_installation.rst:222
457 "**Sample numbering patterns for subscriptions:** This option will install "
458 "sample numbering patterns, saving you having to manually insert them for "
459 "magazines and other periodicals."
462 #: ../../source/01_installation.rst:224
464 "**Some basic default authorised values for library locations, item lost "
465 "status, etc. You can change these at any time after installation:** This "
466 "installs authorised values, which filter user inputs, to make sure they "
467 "match specified criteria before the library or other object is created."
470 #: ../../source/01_installation.rst:226
472 "**CSV profiles:** Using Koha you can export items. The CSV profile defines "
473 "how you want to export the item(s). CSV/Tab exports will not work without "
477 #: ../../source/01_installation.rst:228
479 "**Coded values conforming to the Z39.71-2006 holdings statements for "
480 "bibliographic items:** Not required to use Koha. A holding statement tells "
481 "the user if the library has a specific item and where it is located. "
482 "Selecting will install sample code values for items in the holding "
486 #: ../../source/01_installation.rst:230
488 "**MARC code list for relators:** Not required to use Koha. A relator is a "
489 "person who was invloved in the development of the item (e.g. author). "
490 "Selecting this will insert sample relator records into the database."
493 #: ../../source/01_installation.rst:232
495 "**Some basic currencies with USA dollar as default for ACQ module:** Install "
496 "US dollar, Great British Pound, Canadian Dollar and Euro currencies. Set the "
497 "US dollar as the default acquisition currency. Not installing these will "
498 "mean that a currency will need to be defined before Acquisitions can be used."
501 #: ../../source/01_installation.rst:234
503 "**Useful patron attribute types:** Not required to use Koha. Patrons have a "
504 "barcode which identifies them. By clicking this checkbox your making sure "
505 "that this patron barcode is displayed on the patron summary screen."
508 #: ../../source/01_installation.rst:236
510 "**Sample patron types and categories:** Not required to use Koha. Selecting "
511 "this will install sample patron categories into the database. This will mean "
512 "the Create patron category step in the onboarding tool is skipped."
515 #: ../../source/01_installation.rst:238
517 "**Sample label and patron card data:** Not required to use Koha, but "
518 "recommended for most new installs. Selecting this will install sample data "
519 "for labels and patron cards and will make it easier to create a labels and "
520 "patron cards in the future."
523 #: ../../source/01_installation.rst:240
525 "**Sample holidays: Sunday, Christmas, New Year’s** Not required to use Koha. "
526 "Selecting this will insert sample repeatable public holidays (e.g. "
527 "Christmas) into the database."
530 #: ../../source/01_installation.rst:242
532 "**A set of default item types:** Not required for Koha. Selecting this will "
533 "insert sample item type data into the database, meaning Create Item type "
534 "step in the onboarding tool will be skipped."
537 #: ../../source/01_installation.rst:244
539 "**Sample Libraries:** Not required for Koha. Selecting this will insert "
540 "sample libraries into the database. Developers will often want this for demo "
541 "or development purposes. Selecting this means the Create library step in the "
542 "onboarding tool will be skipped."
545 #: ../../source/01_installation.rst:246
547 "**Sample news items:** Not required for Koha. Selecting this will insert "
548 "sample news items that are displayed on the OPAC (Online Public Access "
549 "Catalog) and staff client into the database."
552 #: ../../source/01_installation.rst:248
554 "**Sample patrons:** Not required for Koha. Patrons are the people who use "
555 "the Koha Library Management System, for example: library users and staff. "
556 "Selecting this will insert a number of sample patrons into the database. "
557 "Developers will often want this for demo or development purposes."
560 #: ../../source/01_installation.rst:250
562 "**Sample quotes:** Not required for Koha. Quotes of the day can be displayed "
563 "to library users on the OPAC (Online Public Access Catalog) interface. "
564 "Selecting this will install a few library related sample quotes."
567 #: ../../source/01_installation.rst:252
569 "**Allow access to the following servers to search and download record "
570 "information:** Not required to use Koha, but recommended for most new "
571 "installs. Selecting this configures Koha to allow access to a selection of "
572 "Z39.50 targets, which allow searching the target servers for MARC21 records "
573 "to import them into your Koha instance. This can avoid the need to manually "
574 "input all record information manually, or greatly speed up the process."
577 #: ../../source/01_installation.rst:254
579 "Click the *Import* button to install the default and selected data values."
582 #: ../../source/01_installation.rst:259 ../../source/01_installation.rst:273
583 msgid "Unimarc setup"
586 #: ../../source/01_installation.rst:262
588 "There are only 2 data values in the Unimarc advanced setup which are unique:"
591 #: ../../source/01_installation.rst:264
592 msgid "Authority Structure for UNIMARC in English"
595 #: ../../source/01_installation.rst:265
596 msgid "Default UNIMARC bibliographic framework in English"
599 #: ../../source/01_installation.rst:268
601 "Optional values are the same for both Unimarc and MARC21, therefore their "
602 "definition will not be repeated."
605 #: ../../source/01_installation.rst:271
609 #: ../../source/01_installation.rst:275
611 "*Authority structure for UNIMARC in English:* Authority records store the "
612 "search terms used to find items in the database. Unlike MARC21, when using "
613 "Unimarc the authority structure needs to be compatible with Unimarc. "
614 "Selecting this option makes it compatible."
617 #: ../../source/01_installation.rst:277
619 "*Default UNIMARC bibliographic framework in English:* In the previous screen "
620 "you clicked to use the Unimarc flavour, now by selecting this option you are "
621 "confirming you want to use that framework."
624 #: ../../source/01_installation.rst:279
625 msgid "Click the *Import* button to install the sample data"
628 #: ../../source/01_installation.rst:285 ../../source/01_installation.rst:291
629 msgid "Selected data added"
632 #: ../../source/01_installation.rst:287
634 "After you have clicked the *Import* button in either the MARC21 or UNIMARC "
635 "setup screen this screen will appear. It shows you if the selected/default "
636 "data values were successfully inserted into the database."
639 #: ../../source/01_installation.rst:289
643 #: ../../source/01_installation.rst:293
645 "**Optional data added:** If you selected an optional data value then it will "
646 "be displayed here. If you did not choose any optional data value then the "
647 "**optional data added** title will not be displayed."
650 #: ../../source/01_installation.rst:295
652 "**Mysql data added:** These data values will always be installed and "
653 "consequently displayed on this screen."
656 #: ../../source/01_installation.rst:297
657 msgid "**Mandatory data added:** Same as above."
660 #: ../../source/01_installation.rst:299
662 "**Installation message:** Tells you if the Koha database was successfully "
663 "created ready for you to use the onboarding tool."
666 #: ../../source/01_installation.rst:301
668 "Click the *Set up some of Koha's basic requirements* button to go to a "
669 "redirection screen, which in turn will take you to the onboarding tool."
672 #: ../../source/01_installation.rst:306 ../../source/01_installation.rst:312
673 msgid "Redirect to onboarding tool"
676 #: ../../source/01_installation.rst:308
678 "If you wait for around 10 seconds this screen should redirect you to the "
679 "onboarding tool start screen."
682 #: ../../source/01_installation.rst:310
686 #: ../../source/01_installation.rst:316
688 "If after waiting you are not redirected select the link pointed out by the "
689 "arrow in the above screenshot."
692 #: ../../source/01_installation.rst:323
693 msgid "Create a library"
696 #: ../../source/01_installation.rst:324
698 "The installer will prompt to create the first library or branch if the "
699 "sample libraries were not installed."
702 #: ../../source/01_installation.rst:326
704 "A library in Koha is the digital representation of a \"physical\" place. "
705 "More libraries can be added later by going to Administration -> Libraries "
709 #: ../../source/01_installation.rst:328
713 #: ../../source/01_installation.rst:330
714 msgid "Create library"
717 #: ../../source/01_installation.rst:333
718 msgid "**Library code:** code consisting of up to 10 letters."
721 #: ../../source/01_installation.rst:334
722 msgid "**Name:** Official name of the library, as it is commonly known."
725 #: ../../source/01_installation.rst:335
727 "**Create more libraries:** If more libraries are required, or changes need "
728 "to be made to this freshly created library, go to Administration->Libraries "
732 #: ../../source/01_installation.rst:336
733 msgid "Click the *Submit* button to create a library."
736 #: ../../source/01_installation.rst:339 ../../source/01_installation.rst:388
737 #: ../../source/01_installation.rst:431 ../../source/01_installation.rst:461
738 #: ../../source/01_installation.rst:531
742 #: ../../source/01_installation.rst:341
746 #: ../../source/01_installation.rst:343
747 msgid "Create library example"
750 #: ../../source/01_installation.rst:346
752 "**Library code:** The regular expression that filters the acceptable inputs "
753 "for library code only accepts up to 10 letters."
756 #: ../../source/01_installation.rst:351 ../../source/01_installation.rst:366
757 msgid "Create a patron category"
760 #: ../../source/01_installation.rst:353
762 "All patrons in Koha must have a patron category. The patron category is like "
763 "a jelly mold; multiple individual patron accounts can share common "
764 "characteristics, such as circulation rules, notice frequency, holds allowed, "
765 "and much more. Koha requires at least one patron category in order to add "
769 #: ../../source/01_installation.rst:355
770 msgid "A patron category requires:"
773 #: ../../source/01_installation.rst:357
774 msgid "Category code"
775 msgstr "Código de Categoria"
777 #: ../../source/01_installation.rst:358 ../../source/01_installation.rst:449
781 #: ../../source/01_installation.rst:359
782 msgid "Overdue notice required"
785 #: ../../source/01_installation.rst:360
786 msgid "Category type"
789 #: ../../source/01_installation.rst:361
790 msgid "Default privacy"
791 msgstr "Privacidade padrão"
793 #: ../../source/01_installation.rst:362
794 msgid "Enrolment period: In months OR Until date"
797 #: ../../source/01_installation.rst:364
801 #: ../../source/01_installation.rst:368
803 "**Library creation message:** Indicates whether the library was created "
807 #: ../../source/01_installation.rst:370
808 msgid "**Category code:** Code consisting of up to 10 letters."
811 #: ../../source/01_installation.rst:372
812 msgid "**Description:** Sentence describing what the patron category is."
815 #: ../../source/01_installation.rst:374
817 "*Overdue notice required* dropdown button: Set by default to 'No'. This "
818 "specifies if you want the patron category to receive overdue notices."
821 #: ../../source/01_installation.rst:376
822 msgid "**Category type:** This makes the category created a staff member."
825 #: ../../source/01_installation.rst:378
827 "**Default privacy:** Set by default to 'Default'. The Default privacy "
828 "controls the amount of time that the reading history of the patron is stored "
832 #: ../../source/01_installation.rst:380
834 "**Enrolment period-In months:** This is the number of months that the "
835 "patrons created from this patron category are enrolled for."
838 #: ../../source/01_installation.rst:382
840 "**Enrolment period-Until date:** Select a date from the interactive "
841 "datepicker calendar icon which appears when you click on this input box. The "
842 "date you choose will be the enrolment end date for patrons created from this "
846 #: ../../source/01_installation.rst:384
848 "**Path to create patron category:** More patron categories can be created or "
849 "altered by going to Administration -> Patron categories"
852 #: ../../source/01_installation.rst:386
853 msgid "Click the *Submit* button to create the patron category."
856 #: ../../source/01_installation.rst:390
860 #: ../../source/01_installation.rst:396 ../../source/01_installation.rst:414
861 msgid "Create a patron"
864 #: ../../source/01_installation.rst:398
866 "A superlibrarian patron user is required to log into the Koha staff "
867 "interface, once the onboarding process has been completed."
870 #: ../../source/01_installation.rst:400
872 "It is very important to document the username and password created here as "
873 "they are the account credentials required to login as an administrator "
874 "(superlibrarian) of Koha."
877 #: ../../source/01_installation.rst:402
878 msgid "You will need to input/select:"
881 #: ../../source/01_installation.rst:404
885 #: ../../source/01_installation.rst:405
889 #: ../../source/01_installation.rst:406
891 msgstr "Número do cartão"
893 #: ../../source/01_installation.rst:407
897 #: ../../source/01_installation.rst:408
898 msgid "Patron category"
899 msgstr "Categoria de usuário"
901 #: ../../source/01_installation.rst:409
903 msgstr "Nome de usuário"
905 #: ../../source/01_installation.rst:410
909 #: ../../source/01_installation.rst:412
913 #: ../../source/01_installation.rst:416
915 "**Patron category creation message:** This indicates that if the patron "
916 "category was created successfully."
919 #: ../../source/01_installation.rst:417
920 msgid "**Surname:** Surname, or something descriptive"
923 #: ../../source/01_installation.rst:418
924 msgid "**First name:** First name, or something descriptive"
927 #: ../../source/01_installation.rst:419
928 msgid "**Card Number:** This number must be unique"
931 #: ../../source/01_installation.rst:420
933 "*Library* dropdown box: If a library has been created using this onboarding "
934 "tool, it will be the only option. Otherwise select a random library from the "
935 "sample libraries installed by the web installer."
938 #: ../../source/01_installation.rst:421
940 "*Patron category* dropdown box: If a patron category was created using this "
941 "onboarding tool, it will be the only option. Otherwise select the *Staff* "
945 #: ../../source/01_installation.rst:422
947 "**Superlibrarian permission:** This non-editable setting allows access to "
948 "all librarian and web based Koha administration tasks in the staff "
949 "interface. This user is the most powerful user in any Koha, so protect the "
953 #: ../../source/01_installation.rst:423
955 "**Username:** The username to log into the staff interface and OPAC (Online "
956 "Patron Access Catalogue) with."
959 #: ../../source/01_installation.rst:424
961 "**Password:** A password consisting of letters, numbers, and spaces only "
962 "which is greater than 8 characters."
965 #: ../../source/01_installation.rst:425
966 msgid "**Confirm password:** Repeat the above password again"
969 #: ../../source/01_installation.rst:426
970 msgid "Click the *Submit* button to create the patron account"
973 #: ../../source/01_installation.rst:427
975 "**Path to create patron:** Patron's can be created or altered by going to "
976 "Patrons->New patron"
979 #: ../../source/01_installation.rst:428
981 "**Assign patron permissions:** After creating a patron go More->Set "
982 "permissions to assign permissions."
985 #: ../../source/01_installation.rst:433
989 #: ../../source/01_installation.rst:435
990 msgid "Create a patron example"
993 #: ../../source/01_installation.rst:440
994 msgid "Create a Item type"
997 #: ../../source/01_installation.rst:442
999 "If you did not install sample item types in the web installer then this "
1000 "screen will be displayed."
1003 #: ../../source/01_installation.rst:444
1005 "As with the patron category the item type is basically a template which you "
1006 "use to make multiple items with common characteristics."
1009 #: ../../source/01_installation.rst:446
1010 msgid "You need to input:"
1013 #: ../../source/01_installation.rst:448
1014 msgid "Item type code"
1017 #: ../../source/01_installation.rst:451
1021 #: ../../source/01_installation.rst:453
1022 msgid "Create item type"
1025 #: ../../source/01_installation.rst:455
1027 "**Administrator account creation message:** Indicates if the administrator "
1028 "patron was created successfully"
1031 #: ../../source/01_installation.rst:456
1032 msgid "**Item type code:** Code consisting of up to 10 letters"
1035 #: ../../source/01_installation.rst:457
1036 msgid "**Description:** Sentence describing what the item type is."
1039 #: ../../source/01_installation.rst:458
1041 "**Path to create item type:** Item types can be created or altered by going "
1042 "to Administrator->Item types"
1045 #: ../../source/01_installation.rst:459
1046 msgid "Click the *Submit* button to create the item type"
1049 #: ../../source/01_installation.rst:463
1053 #: ../../source/01_installation.rst:465
1054 msgid "Create item type example"
1057 #: ../../source/01_installation.rst:468
1059 "The regular expression filtering Item Type code input will only accept "
1063 #: ../../source/01_installation.rst:474
1064 msgid "Create a Circulation Rule"
1067 #: ../../source/01_installation.rst:476
1069 "This screen will always be displayed no matter what sample data you "
1070 "installed with the web installer."
1073 #: ../../source/01_installation.rst:478
1075 "Here you are creating a rule which applies the pre-defined organisational "
1076 "decisions of your library as to what restrictions you place on patrons "
1080 #: ../../source/01_installation.rst:480
1084 #: ../../source/01_installation.rst:482
1085 msgid "Create circulation rule"
1088 #: ../../source/01_installation.rst:486
1089 msgid "Numbers are the only valid input for all input fields in this form."
1092 #: ../../source/01_installation.rst:488
1094 "**Item type creation message:** Indicates if the item type was created "
1098 #: ../../source/01_installation.rst:489
1100 "*Library branch* dropdown box: This is the library (or libraries) you want "
1101 "to apply the circulation rule to. By default it is set to *All*, however you "
1102 "can select a singular library to apply the rule to from the dropdown box."
1105 #: ../../source/01_installation.rst:490
1107 "*Patron categories* dropdown box: This is the patron categories you want to "
1108 "apply the circulation rule to. As with *Library branch* it is set to *All* "
1109 "by default but more options are avaliable."
1112 #: ../../source/01_installation.rst:491
1114 "*Item type* dropdown box: This is the item types that you want the "
1115 "circulation rule to apply to. Again more options are avaliable than the "
1116 "default selected *All* option."
1119 #: ../../source/01_installation.rst:492
1121 "**Current checkouts allowed:** This is the number of items allowed from the "
1122 "selected library, for selected patron categories and of the selected item "
1123 "type. Set to 50 by default."
1126 #: ../../source/01_installation.rst:493
1128 "**Loan period:** Number of days or hours that an item is allowed out for. "
1129 "Set to 14 by default."
1132 #: ../../source/01_installation.rst:494
1134 "*Units* dropdown box: Set by default to *Days*, the unit selecting in this "
1135 "field is applied to the numerical values written into **Loan Period** and "
1136 "**Renewals Period**"
1139 #: ../../source/01_installation.rst:495
1141 "**Renewals Allowed:** Number of times a item can be renewed. Set to 10 by "
1145 #: ../../source/01_installation.rst:496
1147 "**Renewals Period:** Number of days or hours that a renewal lasts for. Set "
1151 #: ../../source/01_installation.rst:497
1153 "*On shelf holds allowed* dropdown box: If items can be held whilst they are "
1157 #: ../../source/01_installation.rst:498
1159 "**Path to create circulation rule:** Circulation rules can be created or "
1160 "altered by going to Administration -> Circulation and fine rules"
1163 #: ../../source/01_installation.rst:499
1164 msgid "Click the *Submit* button to create the circulation rule."
1167 #: ../../source/01_installation.rst:504
1168 msgid "Onboarding tool complete"
1171 #: ../../source/01_installation.rst:506
1173 "This page tells you if the circulation rule was created successfully, and "
1174 "that the Koha installation is complete"
1177 #: ../../source/01_installation.rst:508
1181 #: ../../source/01_installation.rst:511
1183 "**Web installer message:** Indicates if the web installation is complete"
1186 #: ../../source/01_installation.rst:512
1188 "**Circulation rule creation message:** Indicates if the circulation rule was "
1189 "created successfully."
1192 #: ../../source/01_installation.rst:513
1194 "**Start using Koha:** Click to login to Koha using the Koha administrator "
1195 "account you created using the onboarding tool."
1198 #: ../../source/01_installation.rst:518
1199 msgid "Login to access staff interface"
1202 #: ../../source/01_installation.rst:520
1204 "You have now finished using the onboarding tool and can log into the staff "
1205 "interface using the patron account credentials you created in the onboarding "
1209 #: ../../source/01_installation.rst:522
1213 #: ../../source/01_installation.rst:524
1214 msgid "Login screen"
1217 #: ../../source/01_installation.rst:526
1218 msgid "**Username:** Enter the username you created for the patron"
1221 #: ../../source/01_installation.rst:527
1222 msgid "**Password:** Enter the password you created"
1225 #: ../../source/01_installation.rst:528
1227 "**Library:** This is the library staff interface you want to log into. The "
1228 "options are either: *My library* or the library you installed/created. "
1229 "Leaving the default selected option of *My library* is fine to log in with "
1233 #: ../../source/01_installation.rst:529
1234 msgid "Click the *Login* button to access the staff interface"
1237 #: ../../source/01_installation.rst:533
1241 #: ../../source/01_installation.rst:535
1242 msgid "Login example"
1245 #: ../../source/01_installation.rst:539 ../../source/01_installation.rst:546
1246 msgid "Staff interface"
1249 #: ../../source/01_installation.rst:542
1250 msgid "The staff interface should now appear"
1253 #: ../../source/01_installation.rst:544
1257 #: ../../source/01_installation.rst:550
1259 "For more information about how to use the staff interface, please visit "
1260 "`<https://koha-community.org/documentation/>`_"