en/manual.xml

   1 <?xml version="1.0" encoding="UTF-8"?>
   2 <!-- This document is maintained with oXygen. -->
   3 <!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.5//EN" "http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd">
   4 <book>
   5   <bookinfo id="manual">
   6     <title>Koha 16.05 Manual (en)</title>
   7
   8     <author id="manualauthor">
   9       <firstname>Nicole C.</firstname>
  10
  11       <surname>Engard</surname>
  12
  13       <affiliation>
  14         <orgname>ByWater Solutions/BibLibre</orgname>
  15       </affiliation>
  16     </author>
  17
  18     <copyright id="manualcopy">
  19       <year>2016</year>
  20       <holder>Nicole C. Engard/ByWater Solutions/BibLibre</holder>
  21     </copyright>
  22
  23     <legalnotice id="manuallegal">
  24       <para>This manual is licensed under the <ulink url="http://www.gnu.org/licenses/gpl.html">GNU General Public License,
  25       version 3</ulink> or later</para>
  26
  27       <para>Learn more about this license in the <link linkend="gpl">GPL3
  28       Appendix</link></para>
  29     </legalnotice>
  30
  31     <pubdate id="manualpubdate">Published: 2016</pubdate>
  32   </bookinfo>
  33   <chapter id="introchapter">
  34     <title>Introduction</title>
  35     <section>
  36       <title id="introbasics">Koha Basics</title>
  37       <para>Koha is the first free and open source software library automation package (ILS).
  38         Development is sponsored by libraries of varying types and sizes, volunteers, and support
  39         companies from around the world.</para>
  40       <para>Learn more about Koha by visiting the official Koha website: <ulink
  41           url="http://koha-community.org">http://koha-community.org</ulink></para>
  42     </section>
  43     <section id="introrecommend">
  44       <title>Koha Recommendations</title>
  45       <para>Full system recommendations can be found on the official Koha wiki along with the
  46         developer documentation: <ulink url="http://wiki.koha-community.org">
  47           http://wiki.koha-community.org</ulink></para>
  48       <para>When working in the Koha staff client it is strongly recommended that you use the
  49         Firefox browser.  Koha's staff client is not supported in Internet Explorer and has not yet
  50         been fully optimized for Google Chrome.</para>
  51     </section>
  52     <section id="usingmanual">
  53       <title>Using this Manual</title>
  54       <para>This manual is always changing and suggestions for edits can be sent to the
  55         Documentation Manager via the <ulink
  56           url="https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-docs">DOCS mailing
  57           list</ulink>.  The manual is organized by Koha module. At the start of most sections (and
  58         throughout) you will find 'Get there' tips. These lines tell you how to get to the section
  59         in Koha.  </para>
  60       <para>For example: <emphasis>Get there:</emphasis> More &gt; Administration &gt; Global System
  61         Preferences</para>
  62       <para>
  63         <screenshot>
  64           <screeninfo>Get there: More > Administration > Global System Preferences</screeninfo>
  65           <mediaobject>
  66             <imageobject>
  67               <imagedata fileref="images/intro/getthere.png"/>
  68             </imageobject>
  69           </mediaobject>
  70         </screenshot>
  71       </para>
  72       <para>The instruction tells you where to find the necessary menu option at the top of the Koha
  73         staff client.</para>
  74       <para>Links will be found throughout the manual to other sections in the manual and images
  75         will depict what should be seen on the screen.  </para>
  76       <para>The manual can be searched using the custom Google search on the <ulink
  77           url="http://koha-community.org/documentation/">Koha Documentation</ulink> page.</para>
  78     </section>
  79     <section id="contributing">
  80       <title>Contributing to the Manual</title>
  81       <para>This manual is an ever-changing document and edits to the manual are welcome at any
  82         time.  </para>
  83       <para>The <ulink url="http://manual.koha-community.org/">Koha Manual</ulink> is managed by the
  84         Documentation Manager, but that doesn't mean we can't all participate in making the best
  85         manual possible. </para>
  86       <para>The manual is stored in git at: <ulink
  87           url="http://git.koha-community.org/gitweb/?p=kohadocs.git;a=summary"
  88           >http://git.koha-community.org/gitweb/?p=kohadocs.git;a=summary</ulink></para>
  89       <para>To edit the manual we recommend <ulink url="http://www.oxygenxml.com">oXygen</ulink> or
  90         other XML/DocBook editor. We ask that every chapter and section have an ID tag associated
  91         with it to enable permanent linking and searching. </para>
  92       <para>Patches to the manual should be emailed to the <ulink
  93           url="https://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-docs">DOCS mailing
  94           list</ulink> and will be reviewed by the Documentation Manager before inclusion. </para>
  95     </section>
  96   </chapter>
  97
  98   <chapter id="administration">
  99     <title>Administration</title>
 100
 101     <section id="globalsysprefs">
 102       <title>Global System Preferences</title>
 103
 104       <para>Global system preferences control the way your Koha system works
 105       in general. Set these preferences before anything else in Koha.</para>
 106
 107       <itemizedlist>
 108         <listitem>
 109           <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Global System
 110             Preferences</para>
 111         </listitem>
 112       </itemizedlist>
 113
 114       <screenshot>
 115         <screeninfo>Global System Preferences Link and Search</screeninfo>
 116
 117         <mediaobject>
 118           <imageobject>
 119             <imagedata fileref="images/admin/globalprefs/prefsearch.png"/>
 120           </imageobject>
 121         </mediaobject>
 122       </screenshot>
 123
 124       <para>System preferences can be searched (using any part of the
 125       preference name or description) using the search box on the
 126       'Administration' page or the search box at the top of each system
 127       preferences page.</para>
 128
 129       <screenshot>
 130         <screeninfo>Preferences search at the top of System Preference
 131         page</screeninfo>
 132
 133         <mediaobject>
 134           <imageobject>
 135             <imagedata fileref="images/admin/globalprefs/prefsearch1.png"/>
 136           </imageobject>
 137         </mediaobject>
 138       </screenshot>
 139
 140       <para>When editing preferences a '(modified)' tag will appear next to
 141       items you change until you click the 'Save All' button:</para>
 142
 143       <screenshot>
 144         <screeninfo>After editing TagsModeration the '(modified)' label
 145         appears</screeninfo>
 146
 147         <mediaobject>
 148           <imageobject>
 149             <imagedata fileref="images/admin/globalprefs/saveallprefs.png"/>
 150           </imageobject>
 151         </mediaobject>
 152       </screenshot>
 153
 154       <para>After saving your preferences you'll get a confirmation message
 155       telling you what preferences were saved:</para>
 156
 157       <screenshot>
 158         <screeninfo>Preference save confirmation message</screeninfo>
 159
 160         <mediaobject>
 161           <imageobject>
 162             <imagedata fileref="images/admin/globalprefs/saveconfirmation.png"/>
 163           </imageobject>
 164         </mediaobject>
 165       </screenshot>
 166
 167       <para>Each section of preferences can be sorted alphabetically by
 168       clicking the small down arrow to the right of the word 'Preference' in
 169       the header column</para>
 170
 171       <screenshot>
 172         <screeninfo>Sort option at the top right of each section of
 173         preferences</screeninfo>
 174
 175         <mediaobject>
 176           <imageobject>
 177             <imagedata fileref="images/admin/globalprefs/sortprefs.png"/>
 178           </imageobject>
 179         </mediaobject>
 180       </screenshot>
 181
 182       <para>If the preference refers to monetary values (like <link linkend="maxoutstanding"
 183           >maxoutstanding</link>) the currency displayed will be the default you set in your <link
 184           linkend="currexchangeadmin">Currency and Exchange Rate</link> administration area. In the
 185         examples to follow they will all read USD for U.S. Dollars.<important>
 186           <para>For libraries systems with unique URLs for each site the system preference can be
 187             overridden by editing your koha-http.conf file this has to be done by a system
 188             administrator or someone with access to your system files.  For example if all libraries
 189             but one want to have search terms highlighted in results you set the
 190             OpacHighlightedWords preference to 'Highlight' then edit the koha-http.conf for the
 191             library that wants this turned off by adding 'SetEnv
 192             OVERRIDE_SYSPREF_OpacHighlightedWords "0"'. After restarting the web server that one
 193             library will no longer see highlighted terms.  Consult with your system administrator
 194             for more information.</para>
 195         </important></para>
 196
 197       <section id="acqprefs">
 198         <title>Acquisitions</title>
 199
 200         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
 201         Global System Preferences &gt; Acquisitions</para>
 202
 203         <section id="acqprefspolicy">
 204           <title>Policy</title>
 205
 206           <section id="AcqCreateItem">
 207             <title>AcqCreateItem</title>
 208
 209             <para>Default: placing an order</para>
 210
 211             <para>Asks: Create an item when ___.</para>
 212
 213             <para>Values:</para>
 214
 215             <itemizedlist>
 216               <listitem>
 217                 <para>cataloging a record</para>
 218               </listitem>
 219
 220               <listitem>
 221                 <para>placing an order</para>
 222               </listitem>
 223
 224               <listitem>
 225                 <para>receiving an order</para>
 226               </listitem>
 227             </itemizedlist>
 228
 229             <para>Description:</para>
 230
 231             <itemizedlist>
 232               <listitem>
 233                 <para>This preference lets you decide when you'd like to
 234                 create an item record in Koha. If you choose to add an item
 235                 record when 'placing an order' then you will enter item
 236                 information in as you place records in your basket. If you
 237                 choose to add the item when 'receiving an order' you will be
 238                 asked for item record information when you're receiving orders
 239                 in acquisitions. If you choose to add the item when
 240                 'cataloging a record' then item records will not be created in
 241                 acquisitions at all, you will need to go to the cataloging
 242                 module to add the items.</para>
 243               </listitem>
 244             </itemizedlist>
 245           </section>
 246           <section id="AcqEnableFiles">
 247             <title>AcqEnableFiles</title>
 248             <para>Default: Don't</para>
 249             <para>Asks: ___  enable the ability to upload and attach arbitrary files to invoices. </para>
 250             <para>Values:<itemizedlist>
 251                 <listitem>
 252                   <para>Do</para>
 253                 </listitem>
 254                 <listitem>
 255                   <para>Don't</para>
 256                 </listitem>
 257               </itemizedlist></para>
 258             <para>Description:<itemizedlist>
 259                 <listitem>
 260                   <para>This preference controls whether or not you allow the uploading of invoice
 261                     files via the acquisitions module.</para>
 262                 </listitem>
 263               </itemizedlist></para>
 264           </section>
 265           <section id="AcqItemSetSubfieldsWhenReceiptIsCancelled">
 266             <title>AcqItemSetSubfieldsWhenReceiptIsCancelled</title>
 267             <para>Asks: Upon cancelling a receipt, update the item's subfields if they were created
 268               when placing an order (e.g. o=5|a="bar foo""). ___</para>
 269             <para>Description:<itemizedlist>
 270                 <listitem>
 271                   <para>This preference is used in conjunction with the <link
 272                       linkend="AcqItemSetSubfieldsWhenReceived"
 273                       >AcqItemSetSubfieldsWhenReceived</link> preference. If you have the system set
 274                     to enter default values when you receive you will want to have those values
 275                     revert back if reeipt is cancelled. This preference allows you to do
 276                     that.</para>
 277                 </listitem>
 278               </itemizedlist></para>
 279           </section>
 280           <section id="AcqItemSetSubfieldsWhenReceived">
 281             <title>AcqItemSetSubfieldsWhenReceived</title>
 282             <para>Asks: Upon receiving items, update their subfields if they were created when
 283               placing an order (e.g. o=5|a="foo bar"). ___</para>
 284             <para>Description:<itemizedlist>
 285                 <listitem>
 286                   <para>This preference allows you to set default values for items that you receive
 287                     via acquisitions. Enter the data as subfield=value and split your values with a
 288                     bar ( | ). For example you can remove the Ordered status on the item
 289                     automatically when you receive it just by entering 7=0 in this preference. That
 290                     will set the Not for Loan status (subfield 7) to 0 which is available.</para>
 291                 </listitem>
 292               </itemizedlist></para>
 293           </section>
 294
 295           <section id="AcqViewBaskets">
 296             <title>AcqViewBaskets</title>
 297
 298             <para>Default: created by staff member</para>
 299
 300             <para>Asks: Show baskets ___</para>
 301
 302             <para>Values:</para>
 303
 304             <itemizedlist>
 305               <listitem>
 306                 <para>created by staff member</para>
 307               </listitem>
 308
 309               <listitem>
 310                 <para>from staff member's branch</para>
 311               </listitem>
 312
 313               <listitem>
 314                 <para>in system, regardless of owner</para>
 315               </listitem>
 316             </itemizedlist>
 317
 318             <para>Description:</para>
 319
 320             <itemizedlist>
 321               <listitem>
 322                 <para>When in acquisitions this preference allows you to
 323                 control whose baskets you can see when looking at a vendor.
 324                 The default value of 'created by staff member' makes it so
 325                 that you only see the baskets you created. Choosing to see
 326                 baskets 'from staff member's branch' will show you the baskets
 327                 created by anyone at the branch you're logged in at. Finally,
 328                 you can choose to set this preference to show you all baskets
 329                 regardless of who created it ('in system, regardless of
 330                 owner). Regardless of which value you choose for this
 331                 preference, superlibrarians can see all baskets created in the
 332                 system.</para>
 333               </listitem>
 334             </itemizedlist>
 335           </section>
 336           <section id="AcqWarnOnDuplicateInvoice">
 337             <title>AcqWarnOnDuplicateInvoice</title>
 338             <para>Default: Do not warn</para>
 339             <para>Asks: ___ when the librarian tries to create an invoice with a duplicate
 340               number.</para>
 341             <para>Values: <itemizedlist>
 342                 <listitem>
 343                   <para>Do not warn</para>
 344                 </listitem>
 345                 <listitem>
 346                   <para>Warn</para>
 347                 </listitem>
 348               </itemizedlist></para>
 349           </section>
 350
 351           <section id="BasketConfirmations">
 352             <title>BasketConfirmations</title>
 353
 354             <para>Default: always ask for confirmation</para>
 355
 356             <para>Asks: When closing or reopening a basket, ___.</para>
 357
 358             <para>Values:</para>
 359
 360             <itemizedlist>
 361               <listitem>
 362                 <para>always ask for confirmation</para>
 363               </listitem>
 364
 365               <listitem>
 366                 <para>do not ask for confirmation</para>
 367               </listitem>
 368             </itemizedlist>
 369
 370             <para>Descriptions:</para>
 371
 372             <itemizedlist>
 373               <listitem>
 374                 <para>This preference adds the option to skip confirmations on
 375                 closing and reopening a basket. If you skip the confirmation,
 376                 you do not create a new basket group.</para>
 377               </listitem>
 378             </itemizedlist>
 379           </section>
 380           <section id="ClaimsBccCopy">
 381             <title>ClaimsBccCopy</title>
 382             <para>Default: Don't send</para>
 383             <para>Asks: ___ blind copy (BCC) to logged in user when sending serial or acquisitions
 384               claims notices. </para>
 385             <para>Values:<itemizedlist>
 386                 <listitem>
 387                   <para>Don't send</para>
 388                 </listitem>
 389                 <listitem>
 390                   <para>Send</para>
 391                 </listitem>
 392               </itemizedlist></para>
 393             <para>Description:<itemizedlist>
 394                 <listitem>
 395                   <para>When filing a claim in the <link linkend="serialclaims">serials</link> or
 396                       <link linkend="acqclaims">acquisitions</link> module this preference will
 397                     allow for the sending of a copy of the email to the librarian.</para>
 398                 </listitem>
 399               </itemizedlist></para>
 400           </section>
 401
 402           <section id="CurrencyFormat">
 403             <title>CurrencyFormat</title>
 404
 405             <para>Default: 360,000.00 (US)</para>
 406
 407             <para>Asks: Display currencies using the following format
 408             ___</para>
 409
 410             <para>Values:</para>
 411
 412             <itemizedlist>
 413               <listitem>
 414                 <para>360,000.00 (US)</para>
 415               </listitem>
 416
 417               <listitem>
 418                 <para>360 000,00 (FR)</para>
 419               </listitem>
 420             </itemizedlist>
 421           </section>
 422
 423           <section id="gist">
 424             <title>gist</title>
 425
 426             <para>Default: 0</para>
 427
 428             <para>Asks: The default tax rate is ___</para>
 429
 430             <para>Description:</para>
 431
 432             <itemizedlist>
 433               <listitem>
 434                 <para>This preference will allow the library to define a
 435                 default Goods and Services Tax rate. The default of value of 0
 436                 will disable this preference.</para>
 437               </listitem>
 438             </itemizedlist>
 439
 440             <para><note>
 441                 <para>Enter this value as a number (.06) versus a percent
 442                 (6%).</para>
 443               </note></para>
 444           </section>
 445           <section id="MarcFieldsToOrder">
 446             <title>MarcFieldsToOrder</title>
 447             <para>Asks: Set the mapping values for a new order line created from a MARC record in a
 448               staged file. </para>
 449             <para>Description:<itemizedlist>
 450                 <listitem>
 451                   <para>This preference includes MARC fields to check for order information to use
 452                     when <link linkend="orderfromstagedfile">ordering from a staged file</link> in
 453                     acquisitions. You can use the following fields: price, quantity, budget_code,
 454                     discount, sort1, sort2.</para>
 455                   <para>For
 456                     example:<programlisting>price: 947$a|947$c
 457 quantity: 969$h
 458 budget_code: 922$a</programlisting></para>
 459                 </listitem>
 460               </itemizedlist></para>
 461           </section>
 462
 463           <section id="UniqueItemFields">
 464             <title>UniqueItemFields</title>
 465
 466             <para>Default: barcode</para>
 467
 468             <para>Asks:___ (space-separated list of fields that should be
 469             unique for items, must be valid SQL fields of <ulink url="http://schema.koha-community.org/tables/items.html">items</ulink>
 470             table)</para>
 471
 472             <para>Description:</para>
 473
 474             <itemizedlist>
 475               <listitem>
 476                 <para>If this preference is left blank when adding items in
 477                 acquisitions there will be no check for uniqueness. This means
 478                 that a duplicate barcode can be created in acquisitions which
 479                 will cause errors later when checking items in and out.</para>
 480               </listitem>
 481             </itemizedlist>
 482           </section>
 483         </section>
 484
 485         <section id="acqprefsprinting">
 486           <title>Printing</title>
 487
 488           <section id="OrderPdfFormat">
 489             <title>OrderPdfFormat</title>
 490
 491             <para>Default: pdfformat::layout2pages</para>
 492
 493             <para>Asks: Use ___ when printing basket groups.</para>
 494           </section>
 495         </section>
 496       </section>
 497
 498       <section id="adminprefs">
 499         <title>Administration</title>
 500
 501         <para>These preferences are general settings for your system.</para>
 502
 503         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
 504         Global System Preferences &gt; Administration</para>
 505
 506         <section id="casauthentication">
 507           <title>CAS Authentication</title>
 508
 509           <para>The Central Authentication Service (CAS) is a single sign-on
 510           protocol for the web. If you don't know what this is, leave these
 511           preferences set to their defaults.</para>
 512
 513           <section id="AllowPKIAuth">
 514             <title>AllowPKIAuth</title>
 515
 516             <para>Default: no</para>
 517
 518             <para>Asks: Use ___ field for SSL client certificate
 519             authentication</para>
 520
 521             <para>Values:</para>
 522
 523             <itemizedlist>
 524               <listitem>
 525                 <para>no</para>
 526               </listitem>
 527
 528               <listitem>
 529                 <para>the common name</para>
 530               </listitem>
 531
 532               <listitem>
 533                 <para>the email address</para>
 534               </listitem>
 535             </itemizedlist>
 536           </section>
 537
 538           <section id="casAuthentication">
 539             <title>casAuthentication</title>
 540
 541             <para>Default: Don't use</para>
 542
 543             <para>Asks: ___ CAS for login authentication.</para>
 544           </section>
 545
 546           <section id="casLogout">
 547             <title>casLogout</title>
 548
 549             <para>Default: Don't logout</para>
 550
 551             <para>Asks: ___ of CAS when logging out of Koha.</para>
 552           </section>
 553
 554           <section id="casServerUrl">
 555             <title>casServerUrl</title>
 556
 557             <para>Asks: The CAS Authentication Server can be found at
 558             ___</para>
 559           </section>
 560         </section>
 561
 562         <section id="adminprefsinterface">
 563           <title>Interface options</title>
 564
 565           <para>These preference are related to your Koha interface</para>
 566
 567           <section id="DebugLevel">
 568             <title>DebugLevel</title>
 569
 570             <para>Default: lots of</para>
 571
 572             <para>Asks: Show ___ debugging information in the browser when an
 573             internal error occurs.</para>
 574
 575             <para>Values:</para>
 576
 577             <itemizedlist>
 578               <listitem>
 579                 <para>lots of - will show as much information as
 580                 possible</para>
 581               </listitem>
 582
 583               <listitem>
 584                 <para>no - will only show basic error messages</para>
 585               </listitem>
 586
 587               <listitem>
 588                 <para>some - will show only some of the information
 589                 available</para>
 590               </listitem>
 591             </itemizedlist>
 592
 593             <para>Description:</para>
 594
 595             <itemizedlist>
 596               <listitem>
 597                 <para>This preference determines how much information will be
 598                 sent to the user's screen when the system encounters an error.
 599                 The most detail will be sent when the value level is set at 2,
 600                 some detail will be sent when the value is set at 1, and only
 601                 a basic error message will display when the value is set at 0.
 602                 This setting is especially important when a system is new and
 603                 the administration is interested in working out the bugs
 604                 (errors or problems) quickly. Having detailed error messages
 605                 makes quick fixes more likely in problem areas.</para>
 606               </listitem>
 607             </itemizedlist>
 608           </section>
 609           <section id="DefaultToLoggedInLibraryCircRules">
 610             <title>DefaultToLoggedInLibraryCircRules</title>
 611             <para>Default: all libraries</para>
 612             <para>Asks: When editing circulation rules show ___ the rules by default. </para>
 613             <para>Values: <itemizedlist>
 614                 <listitem>
 615                   <para>all libraries</para>
 616                 </listitem>
 617                 <listitem>
 618                   <para>logged in library's</para>
 619                 </listitem>
 620               </itemizedlist></para>
 621             <para>Description:<itemizedlist>
 622                 <listitem>
 623                   <para>This preference controls the default value in the branch pull down found at
 624                     the top of the <link linkend="circfinerules">circulation and fine
 625                     rules</link>.</para>
 626                 </listitem>
 627               </itemizedlist></para>
 628           </section>
 629           <section id="DefaultToLoggedInLibraryNoticesSlips">
 630             <title>DefaultToLoggedInLibraryNoticesSlips</title>
 631             <para>Default: all libraries</para>
 632             <para>Asks: When editing notices and slips show the ___ notices and slips by default. </para>
 633             <para>Values: <itemizedlist>
 634                 <listitem>
 635                   <para>all libraries</para>
 636                 </listitem>
 637                 <listitem>
 638                   <para>logged in library's</para>
 639                 </listitem>
 640               </itemizedlist></para>
 641             <para>Description:<itemizedlist>
 642                 <listitem>
 643                   <para>This preference controls the default value in the branch pull down found at
 644                     the top of the <link linkend="notices">notices and slips</link> tool.</para>
 645                 </listitem>
 646               </itemizedlist></para>
 647           </section>
 648           <section id="DefaultToLoggedInLibraryOverdueTriggers">
 649             <title>DefaultToLoggedInLibraryOverdueTriggers</title>
 650             <para>Default: all libraries</para>
 651             <para>Asks: When editing overdue notice/status triggers show the ___ rules by default.  </para>
 652             <para>Values: <itemizedlist>
 653                 <listitem>
 654                   <para>all libraries</para>
 655                 </listitem>
 656                 <listitem>
 657                   <para>logged in library's</para>
 658                 </listitem>
 659               </itemizedlist></para>
 660             <para>Description:<itemizedlist>
 661                 <listitem>
 662                   <para>This preference controls the default value in the branch pull down found at
 663                     the top of the <link linkend="noticetriggers">overdue notices and
 664                       triggers</link>.</para>
 665                 </listitem>
 666               </itemizedlist></para>
 667           </section>
 668
 669           <section id="delimiter">
 670             <title>delimiter</title>
 671
 672             <para>Default: semicolons</para>
 673
 674             <para>Asks: Separate columns in an exported report file with ___
 675             by default.</para>
 676
 677             <para>Values:</para>
 678
 679             <itemizedlist>
 680               <listitem>
 681                 <para>#'s</para>
 682               </listitem>
 683
 684               <listitem>
 685                 <para>backslashes</para>
 686               </listitem>
 687
 688               <listitem>
 689                 <para>commas</para>
 690               </listitem>
 691
 692               <listitem>
 693                 <para>semicolons</para>
 694               </listitem>
 695
 696               <listitem>
 697                 <para>slashes</para>
 698               </listitem>
 699
 700               <listitem>
 701                 <para>tabs</para>
 702               </listitem>
 703             </itemizedlist>
 704
 705             <para>Description:</para>
 706
 707             <itemizedlist>
 708               <listitem>
 709                 <para>This preference determines how reports exported from
 710                 Koha will separate data. In many cases you will be able to
 711                 change this option when exporting if you'd like.</para>
 712               </listitem>
 713             </itemizedlist>
 714           </section>
 715
 716           <section id="KohaAdminEmailAddress">
 717             <title>KohaAdminEmailAddress</title>
 718
 719             <para>This is the default 'From' address for emails unless there
 720             is one for the particular branch, and is referred to when an
 721             internal error occurs.</para>
 722
 723             <para>Asks: Use ___ as the email address for the administrator of
 724             Koha.</para>
 725
 726             <para>Description:</para>
 727
 728             <itemizedlist>
 729               <listitem>
 730                 <para>This preference allows one email address to be used in
 731                 warning messages set to the OPAC. If no email address is set
 732                 for the branch this address will receive messages from patrons
 733                 regarding modification requests, purchase suggestions, and
 734                 questions or information regarding overdue notices. It is
 735                 recommended that a email address that can be accessed by
 736                 multiple staff members be used for this purpose so that if one
 737                 librarian is out the others can address these requests. This
 738                 email address can be changed when needed.</para>
 739               </listitem>
 740             </itemizedlist>
 741           </section>
 742
 743           <section id="noItemTypeImages">
 744             <title>noItemTypeImages</title>
 745
 746             <para>Default: Show</para>
 747
 748             <para>Asks: ___ itemtype icons in the catalog.</para>
 749
 750             <para>Values:</para>
 751
 752             <itemizedlist>
 753               <listitem>
 754                 <para>Shows</para>
 755               </listitem>
 756
 757               <listitem>
 758                 <para>Don't show</para>
 759               </listitem>
 760             </itemizedlist>
 761
 762             <para>Description:</para>
 763
 764             <itemizedlist>
 765               <listitem>
 766                 <para>This preference allows the system administrator to
 767                 determine if users will be able to set and see an <link linkend="itemtypeadmin">item type icon</link> the catalog on
 768                 both the OPAC and the Staff Client. The images will display in
 769                 both the OPAC and the Staff Client/Intranet. If images of item
 770                 types are disabled, text labels for item types will still
 771                 appear in the OPAC and Staff Client.</para>
 772               </listitem>
 773             </itemizedlist>
 774           </section>
 775           <section id="ReplytoDefault">
 776             <title>ReplytoDefault</title>
 777             <para>Asks: Use ___ as the email address that will be set as the replyto in emails </para>
 778             <para>Description:<itemizedlist>
 779                 <listitem>
 780                   <para>By default replies to notice emails will go to the <link
 781                       linkend="libsgroups">library email address</link>, if you would like to
 782                     specify a default email address for all replies to notices you can do that
 783                     here.</para>
 784                 </listitem>
 785               </itemizedlist></para>
 786           </section>
 787           <section id="ReturnpathDefault">
 788             <title>ReturnpathDefault</title>
 789             <para>Asks: Use ___ as the email address set as the return path, if you leave this empty
 790               the KohaAdminEmailAddress will be used. </para>
 791             <para>Description:<itemizedlist>
 792                 <listitem>
 793                   <para>The return path is the email address that bounces will be delivered to. By
 794                     default bounced notices will go to the <link linkend="libsgroups">library email
 795                       address</link>, if you would like to specify a default email address for
 796                     bounces to go to then fill in this preference.</para>
 797                 </listitem>
 798               </itemizedlist></para>
 799           </section>
 800
 801           <section id="virtualshelves">
 802             <title>virtualshelves</title>
 803
 804             <para>Default: Allow</para>
 805
 806             <para>Asks: ___ staff and patrons to create and view saved lists
 807             of books.</para>
 808
 809             <para>Values:</para>
 810
 811             <itemizedlist>
 812               <listitem>
 813                 <para>Allow</para>
 814               </listitem>
 815
 816               <listitem>
 817                 <para>Don't Allow</para>
 818               </listitem>
 819             </itemizedlist>
 820
 821             <para>Description:</para>
 822
 823             <itemizedlist>
 824               <listitem>
 825                 <para>This preference controls whether the lists functionality
 826                 will be available in the staff client and OPAC. If this is set
 827                 to "Don't allow" then no one will be able to save items to
 828                 public or private lists.</para>
 829               </listitem>
 830             </itemizedlist>
 831           </section>
 832         </section>
 833
 834         <section id="adminprefslogin">
 835           <title>Login options</title>
 836
 837           <para>These preferences are related to logging into your Koha
 838           system</para>
 839
 840           <section id="AutoLocation">
 841             <title>AutoLocation</title>
 842
 843             <para>Default: Don't require</para>
 844
 845             <para>Asks: ___ staff to log in from a computer in the IP address
 846             range specified by their library (if any).</para>
 847
 848             <itemizedlist>
 849               <listitem>
 850                 <para>Set IP address range in the library administration
 851                 area</para>
 852
 853                 <itemizedlist>
 854                   <listitem>
 855                     <para><emphasis>Get there:</emphasis> More &gt;
 856                     Administration &gt; Basic Parameters &gt; <link linkend="libsgroups">Libraries &amp; Groups</link></para>
 857                   </listitem>
 858                 </itemizedlist>
 859               </listitem>
 860             </itemizedlist>
 861
 862             <para>Values:</para>
 863
 864             <itemizedlist>
 865               <listitem>
 866                 <para>Don't require</para>
 867               </listitem>
 868
 869               <listitem>
 870                 <para>Require</para>
 871               </listitem>
 872             </itemizedlist>
 873
 874             <para>Description:</para>
 875
 876             <itemizedlist>
 877               <listitem>
 878                 <para>This preference protects the system by blocking
 879                 unauthorized users from accessing the staff client program and
 880                 settings. Authorized and unauthorized users are determined by
 881                 their computer's IP addresses. When the preference is set to
 882                 'Require', IP authorization is in effect and unauthorized IP
 883                 addresses will be blocked. This means that staff cannot work
 884                 from home unless their IP address has been authorized. When
 885                 set to 'Don't require', anyone with a staff client login will
 886                 have access no matter which IP address they are using.</para>
 887               </listitem>
 888             </itemizedlist>
 889           </section>
 890
 891           <section id="IndependentBranches">
 892             <title>IndependentBranches</title>
 893             <para>Default: Don't prevent</para>
 894             <para>Asks: ___ staff (but not superlibrarians) from modifying objects (holds, items,
 895               patrons, etc.) belonging to other libraries.</para>
 896             <para>Values:</para>
 897             <itemizedlist>
 898               <listitem>
 899                 <para>Don't prevent</para>
 900               </listitem>
 901               <listitem>
 902                 <para>Prevent</para>
 903               </listitem>
 904             </itemizedlist>
 905             <para>Description:</para>
 906             <itemizedlist>
 907               <listitem>
 908                 <para>This preference should only be used by library systems which are sharing a
 909                   single Koha installation among multiple branches but are considered independent
 910                   organizations, meaning they do not share material or patrons with other branches
 911                   and do not plan to change that in the future. If set to 'Prevent' it increases the
 912                   security between library branches by: prohibiting staff users from logging into
 913                   another branch from within the staff client, filtering out patrons from patron
 914                   searches who are not a part of the login branch conducting the search, limiting
 915                   the location choices to the login branch when adding or modifying an item record,
 916                   preventing users from other branch locations from placing holds or checking out
 917                   materials from library branches other than their own, and preventing staff from
 918                   editing item records which belong to other library branches. All of these security
 919                   safeguards can be overridden only by the superlibrarian, the highest level of
 920                   privileges.</para>
 921               </listitem>
 922             </itemizedlist>
 923             <important>
 924               <para>It is important that this value be set before going live and that it NOT be
 925                 changed</para>
 926             </important>
 927           </section>
 928           <section id="SessionRestrictionByIP">
 929             <title>SessionRestrictionByIP</title>
 930             <para>Default: Enable</para>
 931             <para>Asks: ___ check for change in remote IP address for session security. Disable only
 932               when remote IP address changes frequently. </para>
 933             <para>Values:<itemizedlist>
 934                 <listitem>
 935                   <para>Disable</para>
 936                 </listitem>
 937                 <listitem>
 938                   <para>Enable</para>
 939                 </listitem>
 940               </itemizedlist></para>
 941             <para>Description:<itemizedlist>
 942                 <listitem>
 943                   <para>When this preference is set to 'Enable' Koha will log you out of the staff
 944                     client if your IP address changes as a security measure.  For some systems the
 945                     IP address changes frequently so you'll want to set this preference to 'Disable'
 946                     to prevent Koha from logging you out of the staff client every time that
 947                     happens.</para>
 948                 </listitem>
 949               </itemizedlist></para>
 950             <important>
 951               <para>This is meant to help those whose IP address changes several times during the
 952                 day, setting this preference to 'Disable' is not recommended otherwise because it is
 953                 removing important security features from your staff client.</para>
 954             </important>
 955           </section>
 956
 957           <section id="SessionStorage">
 958             <title>SessionStorage</title>
 959
 960             <para>Default: in the MySQL database</para>
 961
 962             <para>Asks: Store login session information ___</para>
 963
 964             <para>Values:</para>
 965
 966             <itemizedlist>
 967               <listitem>
 968                 <para>as temporary files</para>
 969               </listitem>
 970
 971               <listitem>
 972                 <para>in the MySQL database</para>
 973               </listitem>
 974
 975               <listitem>
 976                 <para>in the PostgreSQL database</para>
 977
 978                 <itemizedlist>
 979                   <listitem>
 980                     <important>
 981                       <para>PostgreSQL is not yet supported</para>
 982                     </important>
 983                   </listitem>
 984                 </itemizedlist>
 985               </listitem>
 986             </itemizedlist>
 987
 988             <para>Description:</para>
 989
 990             <itemizedlist>
 991               <listitem>
 992                 <para>This preference allows administrators to choose what
 993                 format session data is stored in during web sessions.</para>
 994               </listitem>
 995             </itemizedlist>
 996           </section>
 997
 998           <section id="timeout">
 999             <title>timeout</title>
1000
1001             <para>Default: 12000000</para>
1002
1003             <para>Asks: Automatically log out users after ___ seconds of inactivity.</para>
1004
1005             <para>Description:</para>
1006
1007             <itemizedlist>
1008               <listitem>
1009                 <para>This preference sets the length of time the Staff Client
1010                 or OPAC accounts can be left inactive before re-logging in is
1011                 necessary. The value of this preference is in seconds. At this
1012                 time, the amount of time before a session times out must be
1013                 the same for both the Staff Client and the OPAC.</para>
1014               </listitem>
1015             </itemizedlist>
1016           </section>
1017         </section>
1018         <section id="mozillapersona">
1019           <title>Mozilla Persona</title>
1020           <section id="persona">
1021             <title>Persona</title>
1022             <para>Default: Don't allow</para>
1023             <para>Asks: ___  Mozilla persona for login.</para>
1024             <para>Values:</para>
1025             <itemizedlist>
1026                 <listitem>
1027                   <para>Allow</para>
1028                   <screenshot>
1029                       <screeninfo>Persona login on OPAC</screeninfo>
1030                       <mediaobject>
1031                         <imageobject>
1032                           <imagedata fileref="images/admin/globalprefs/persona.png"/>
1033                         </imageobject>
1034                       </mediaobject>
1035                     </screenshot>
1036                 </listitem>
1037                 <listitem>
1038                   <para>Don't allow</para>
1039                 </listitem>
1040               </itemizedlist>
1041             <para>Description:<itemizedlist>
1042                 <listitem>
1043                   <para>Mozilla Persona is an OpenID-like service that lets you log in to multiple
1044                     websites with your Mozilla credentials.  If you allow Persona log in for Koha
1045                     then your patrons can log in to the OPAC using their Mozilla Persona.  Learn
1046                     more about Persona on the <ulink url="http://www.mozilla.org/en-US/persona/">official Mozilla site</ulink>.<important>
1047                       <para>For Persona log in to work you will need you <link linkend="OPACBaseURL">OPACBaseURL</link> preference to be set correctly.</para>
1048                     </important></para>
1049                 </listitem>
1050               </itemizedlist></para>
1051           </section>
1052         </section>
1053         <section id="heaprefs">
1054           <title>Share anonymous usage statistics</title>
1055           <para>As an open source project Koha is used all over the world. These preference will
1056             help us keep more accurate statistics on where Koha is being used. If you choose to
1057             share your information, it will be published on the <ulink
1058               url="http://hea.koha-community.org">Hea Koha community website</ulink>. You will need
1059             to enable the <link linkend="usagecron">matching cron job</link> to send this
1060             information at regular intervals to the community.</para>
1061           <section id="UsageStats">
1062             <title>UsageStats</title>
1063             <para>Default: Don't share</para>
1064             <para>Asks: ___  anonymous Koha usage data with the Koha community.</para>
1065             <para>Values:<itemizedlist>
1066                 <listitem>
1067                   <para>Don't share</para>
1068                 </listitem>
1069                 <listitem>
1070                   <para>Share</para>
1071                 </listitem>
1072               </itemizedlist></para>
1073             <para>Description:<itemizedlist>
1074                 <listitem>
1075                   <para>This data is stored to help track usage of Koha around the world. If you
1076                     choose to share your information, it will be published on the <ulink
1077                       url="http://hea.koha-community.org">Hea Koha community website</ulink>. This
1078                     information is sent using the <link linkend="usagecron">Usage Sharing Cron
1079                       Job</link>.</para>
1080                 </listitem>
1081               </itemizedlist></para>
1082           </section>
1083           <section id="UsageStatsCountry">
1084             <title>UsageStatsCountry</title>
1085             <para>Asks: The country where your library is located: ___</para>
1086             <para>Description:<itemizedlist>
1087                 <listitem>
1088                   <para>This data is stored to help track usage of Koha around the world. If you
1089                     choose to share your information, it will be published on the <ulink
1090                       url="http://hea.koha-community.org">Hea Koha community website</ulink>. This
1091                     information is sent using the <link linkend="usagecron">Usage Sharing Cron
1092                       Job</link>.</para>
1093                 </listitem>
1094               </itemizedlist></para>
1095             <important>
1096               <para>This preference depends on the <link linkend="UsageStats">UsageStats</link>
1097                 preference. Set that to 'Share' to share your information.</para>
1098             </important>
1099           </section>
1100           <section id="UsageStatsLibraryName">
1101             <title>UsageStatsLibraryName</title>
1102             <para>Asks: The library name ___ will be shown on the <ulink
1103                 url="http://hea.koha-community.org">Hea Koha community website</ulink>.</para>
1104             <para>Description:<itemizedlist>
1105                 <listitem>
1106                   <para>This data is stored to help track usage of Koha around the world. If you
1107                     choose to share your information, it will be published on the <ulink
1108                       url="http://hea.koha-community.org">Hea Koha community website</ulink>. This
1109                     information is sent using the <link linkend="usagecron">Usage Sharing Cron
1110                       Job</link>.</para>
1111                 </listitem>
1112               </itemizedlist></para>
1113             <important>
1114               <para>This preference depends on the <link linkend="UsageStats">UsageStats</link>
1115                 preference. Set that to 'Share' to share your information. If this field is empty
1116                 data will be sent anonymously if you choose 'Share' for the <link
1117                   linkend="UsageStats">UsageStats</link> preference. </para>
1118             </important>
1119           </section>
1120           <section id="UsageStatsLibraryType">
1121             <title>UsageStatsLibraryType</title>
1122             <para>Default: public</para>
1123             <para>Asks: The library type ___ will be shown on the <ulink
1124                 url="http://hea.koha-community.org">Hea Koha community website</ulink>.</para>
1125             <para>Values:<itemizedlist>
1126                 <listitem>
1127                   <para>academic </para>
1128                 </listitem>
1129                 <listitem>
1130                   <para>corporate </para>
1131                 </listitem>
1132                 <listitem>
1133                   <para>government </para>
1134                 </listitem>
1135                 <listitem>
1136                   <para>private </para>
1137                 </listitem>
1138                 <listitem>
1139                   <para>public </para>
1140                 </listitem>
1141                 <listitem>
1142                   <para>religious organization </para>
1143                 </listitem>
1144                 <listitem>
1145                   <para>research </para>
1146                 </listitem>
1147                 <listitem>
1148                   <para>school </para>
1149                 </listitem>
1150                 <listitem>
1151                   <para>society or association </para>
1152                 </listitem>
1153                 <listitem>
1154                   <para>subscription</para>
1155                 </listitem>
1156               </itemizedlist></para>
1157             <para>Description:<itemizedlist>
1158                 <listitem>
1159                   <para>This data is stored to help track usage of Koha around the world. If you
1160                     choose to share your information, it will be published on the <ulink
1161                       url="http://hea.koha-community.org">Hea Koha community website</ulink>. This
1162                     information is sent using the <link linkend="usagecron">Usage Sharing Cron
1163                       Job</link>.</para>
1164                 </listitem>
1165               </itemizedlist></para>
1166             <important>
1167               <para>This preference depends on the <link linkend="UsageStats">UsageStats</link>
1168                 preference. Set that to 'Share' to share your information. </para>
1169             </important>
1170           </section>
1171           <section id="UsageStatsLibraryUrl">
1172             <title>UsageStatsLibraryUrl</title>
1173             <para>Asks: The library URL ___ will be shown on the <ulink
1174                 url="http://hea.koha-community.org">Hea Koha community website</ulink>.</para>
1175             <para>Description:<itemizedlist>
1176                 <listitem>
1177                   <para>This data is stored to help track usage of Koha around the world. If you
1178                     choose to share your information, it will be published on the <ulink
1179                       url="http://hea.koha-community.org">Hea Koha community website</ulink>. This
1180                     information is sent using the <link linkend="usagecron">Usage Sharing Cron
1181                       Job</link>.</para>
1182                 </listitem>
1183               </itemizedlist></para>
1184             <important>
1185               <para>This preference depends on the <link linkend="UsageStats">UsageStats</link>
1186                 preference. Set that to 'Share' to share your information. </para>
1187             </important>
1188           </section>
1189         </section>
1190       </section>
1191
1192       <section id="authprefs">
1193         <title>Authorities</title>
1194
1195         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
1196         Global System Preferences &gt; Authorities</para>
1197
1198         <section id="generalauthorities">
1199           <title>General</title>
1200
1201           <section id="AuthDisplayHierarchy">
1202             <title>AuthDisplayHierarchy</title>
1203
1204             <para>Default: Don't display</para>
1205
1206             <para>Asks: ___ broader term/narrower term hierarchies when
1207             viewing authorities.</para>
1208
1209             <para>Values:</para>
1210
1211             <itemizedlist>
1212               <listitem>
1213                 <para>Display</para>
1214
1215                 <screenshot>
1216                   <screeninfo>AuthDisplayHierarchy</screeninfo>
1217
1218                   <mediaobject>
1219                     <imageobject>
1220                       <imagedata fileref="images/admin/globalprefs/AuthDisplayHierarchy.png"/>
1221                     </imageobject>
1222                   </mediaobject>
1223                 </screenshot>
1224               </listitem>
1225
1226               <listitem>
1227                 <para>Don't display</para>
1228               </listitem>
1229             </itemizedlist>
1230
1231             <para>Description:</para>
1232
1233             <itemizedlist>
1234               <listitem>
1235                 <para>If your authority records includes 5xx fields with
1236                 linked references to broader and/or narrower see also
1237                 references this preference will turn on a display of those
1238                 authorities at the top of the record.</para>
1239               </listitem>
1240             </itemizedlist>
1241           </section>
1242
1243           <section id="AutoCreateAuthorities">
1244             <title>AutoCreateAuthorities</title>
1245
1246             <para>Default: do not generate</para>
1247
1248             <para>Asks: When editing records, ___ authority records that are
1249             missing.</para>
1250
1251             <para>Values:</para>
1252
1253             <itemizedlist>
1254               <listitem>
1255                 <para>do not generate</para>
1256               </listitem>
1257
1258               <listitem>
1259                 <para>generate</para>
1260               </listitem>
1261             </itemizedlist>
1262
1263             <important>
1264               <para><link linkend="BiblioAddsAuthorities">BiblioAddsAuthorities</link>
1265               must be set to "allow" for this to have any effect</para>
1266             </important>
1267
1268             <para>Description:</para>
1269
1270             <itemizedlist>
1271               <listitem>
1272                 <para>When this and <link linkend="BiblioAddsAuthorities">BiblioAddsAuthorities</link>
1273                 are both turned on, automatically create authority records for
1274                 headings that don't have any authority link when cataloging.
1275                 When BiblioAddsAuthorities is on and AutoCreateAuthorities is
1276                 turned off, do not automatically generate authority records,
1277                 but allow the user to enter headings that don't match an
1278                 existing authority. When BiblioAddsAuthorities is off, this
1279                 has no effect.</para>
1280               </listitem>
1281             </itemizedlist>
1282           </section>
1283
1284           <section id="BiblioAddsAuthorities">
1285             <title>BiblioAddsAuthorities</title>
1286
1287             <para>Default: allow</para>
1288
1289             <para>Asks: When editing records, ___ them to automatically create
1290             new authority records if needed, rather than having to reference
1291             existing authorities.</para>
1292
1293             <para>Values:</para>
1294
1295             <itemizedlist>
1296               <listitem>
1297                 <para>allow</para>
1298
1299                 <itemizedlist>
1300                   <listitem>
1301                     <para>This setting allows you to type values in the fields
1302                     controlled by authorities and then adds a new authority if
1303                     one does not exist</para>
1304                   </listitem>
1305                 </itemizedlist>
1306               </listitem>
1307
1308               <listitem>
1309                 <para>don't allow</para>
1310
1311                 <itemizedlist>
1312                   <listitem>
1313                     <para>This setting will lock the authority controlled
1314                     fields, forcing you to search for an authority versus
1315                     allowing you to type the information in yourself.</para>
1316                   </listitem>
1317                 </itemizedlist>
1318               </listitem>
1319             </itemizedlist>
1320           </section>
1321
1322           <section id="dontmerge">
1323             <title>dontmerge</title>
1324
1325             <para>Default: Don't</para>
1326
1327             <para>Asks: ___ automatically update attached biblios when
1328             changing an authority record.</para>
1329
1330             <para>Values:</para>
1331
1332             <itemizedlist>
1333               <listitem>
1334                 <para>Do</para>
1335               </listitem>
1336
1337               <listitem>
1338                 <para>Don't</para>
1339               </listitem>
1340             </itemizedlist>
1341
1342             <para>Description:</para>
1343
1344             <itemizedlist>
1345               <listitem>
1346                 <para>This preference tells Koha how to handle changes to your Authority records. If
1347                   you edit an authority record and this preference is set to 'Do' Koha will
1348                   immediately update all of the bib records linked to the authority with the new
1349                   authority record's data. If this is set to "Don't" then Koha won't edit bib
1350                   records when changes are made to authorities, rather, this is done later by the
1351                     <link linkend="mergeauthcron">merge_authority.pl cronjob</link>.</para>
1352               </listitem>
1353             </itemizedlist>
1354
1355             <important>
1356               <para>If this is set to "Don't automatically update" you will need to ask your
1357                 administrator to enable the <link linkend="mergeauthcron">merge_authority.pl
1358                   cronjob</link>.</para>
1359             </important>
1360           </section>
1361
1362           <section id="MARCAuthorityControlField008">
1363             <title>MARCAuthorityControlField008</title>
1364
1365             <para>Default: || aca||aabn | a|a d</para>
1366
1367             <para>Asks: Use the following text for the contents of MARC21 authority control field
1368               008 position 06-39 (fixed length data elements).</para>
1369
1370             <para><important>
1371                 <para>Do not include the date (position 00-05) in this
1372                 preference, Koha will calculate automatically and put that in
1373                 before the values in this preference.</para>
1374               </important>Description:</para>
1375
1376             <itemizedlist>
1377               <listitem>
1378                 <para>This preference controls the default value in the 008
1379                 field on Authority records. It does not effect bibliographic
1380                 records.</para>
1381               </listitem>
1382             </itemizedlist>
1383           </section>
1384           <section id="UNIMARCAuthorityField100">
1385             <title>UNIMARCAuthorityField100</title>
1386             <para>Default: afrey50      ba0</para>
1387             <para>Asks: Use the following text for the contents of UNIMARC authority field 100
1388               position (fixed length data elements). <important>
1389                 <para>Do not include the date (position 00-07) in this preference, Koha will
1390                   calculate automatically and put that in before the values in this
1391                   preference.</para>
1392               </important></para>
1393             <para>Description:<itemizedlist>
1394                 <listitem>
1395                   <para>This preference controls the default value in the 100 field on Authority
1396                     records cataloged in UNIMARC. It does not effect bibliographic records.</para>
1397                 </listitem>
1398               </itemizedlist></para>
1399           </section>
1400
1401           <section id="UseAuthoritiesForTracings">
1402             <title>UseAuthoritiesForTracings</title>
1403
1404             <para>Default: Don't use</para>
1405
1406             <para>Asks: ___ authority record numbers instead of text strings
1407             for searches from subject tracings.</para>
1408
1409             <para>Values:</para>
1410
1411             <itemizedlist>
1412               <listitem>
1413                 <para>Don't use</para>
1414
1415                 <itemizedlist>
1416                   <listitem>
1417                     <para>Search links look for subject/author keywords
1418                     (example: opac-search.pl?q=su:Business%20networks)</para>
1419                   </listitem>
1420                 </itemizedlist>
1421               </listitem>
1422
1423               <listitem>
1424                 <para>Use</para>
1425
1426                 <itemizedlist>
1427                   <listitem>
1428                     <para>Search links look for an authority record (example:
1429                     opac-search.pl?q=an:354)</para>
1430                   </listitem>
1431                 </itemizedlist>
1432               </listitem>
1433             </itemizedlist>
1434
1435             <para>Description:</para>
1436
1437             <itemizedlist>
1438               <listitem>
1439                 <para>For libraries that have authority files, they may want
1440                 to make it so that when a link to an authorized subject or
1441                 author is clicked on the OPAC or staff client it takes the
1442                 searcher only to a list of results with that authority record.
1443                 Most libraries do not have complete authority files and so
1444                 setting this preference to 'Don't use' will allow searchers to
1445                 click on links to authors and subject headings and perform a
1446                 keyword search against those fields, finding all possible
1447                 relevant results instead.</para>
1448               </listitem>
1449             </itemizedlist>
1450           </section>
1451         </section>
1452
1453         <section id="linkerauthorities">
1454           <title>Linker</title>
1455
1456           <para>These preferences will control how Koha links bibliographic records to authority
1457             records. All bibliographic records added to Koha after these preferences are set will
1458             link automatically to authority records, for records added before these preferences are
1459             set there is a script (misc/link_bibs_to_authorities.pl) that your system administrator
1460             can run to link records together.</para>
1461
1462           <section id="CatalogModuleRelink">
1463             <title>CatalogModuleRelink</title>
1464
1465             <para>Default: Do not</para>
1466
1467             <para>Asks: ___ automatically relink headings that have previously
1468             been linked when saving records in the cataloging module.</para>
1469
1470             <para>Values:</para>
1471
1472             <itemizedlist>
1473               <listitem>
1474                 <para>Do</para>
1475               </listitem>
1476
1477               <listitem>
1478                 <para>Do not</para>
1479               </listitem>
1480             </itemizedlist>
1481
1482             <para>Description:</para>
1483
1484             <itemizedlist>
1485               <listitem>
1486                 <para>Longtime users of Koha don't expect the authority and
1487                 bib records to link consistently. This preference makes it
1488                 possible to disable authority relinking in the cataloging
1489                 module only (i.e. relinking is still possible if
1490                 link_bibs_to_authorities.pl is run). Note that though the
1491                 default behavior matches the previous behavior of Koha
1492                 (retaining links to outdated authority records), it does not
1493                 match the intended behavior (updating biblio/authority link
1494                 after bibliographic record is edited). Libraries that want the
1495                 intended behavior of authority control rather than the way
1496                 Koha used to handle linking should set CatalogModuleRelink to
1497                 'Do'. Once setting this to 'Do' the following preferences can
1498                 also be set.</para>
1499               </listitem>
1500             </itemizedlist>
1501           </section>
1502
1503           <section id="LinkerKeepStale">
1504             <title>LinkerKeepStale</title>
1505
1506             <para>Default: Do not</para>
1507
1508             <para>Asks: ___ keep existing links to authority records for
1509             headings where the linker is unable to find a match.</para>
1510
1511             <para>Values:</para>
1512
1513             <itemizedlist>
1514               <listitem>
1515                 <para>Do</para>
1516               </listitem>
1517
1518               <listitem>
1519                 <para>Do not</para>
1520               </listitem>
1521             </itemizedlist>
1522
1523             <para>Description:</para>
1524
1525             <itemizedlist>
1526               <listitem>
1527                 <para>When set to 'Do', the linker will never remove a link to
1528                 an authority record, though, depending on the value of <link linkend="LinkerRelink">LinkerRelink</link>, it may change the
1529                 link.</para>
1530               </listitem>
1531             </itemizedlist>
1532           </section>
1533
1534           <section id="LinkerModule">
1535             <title>LinkerModule</title>
1536
1537             <para>Default: Default</para>
1538
1539             <para>Asks: Use the ___ linker module for matching headings to
1540             authority records.</para>
1541
1542             <para>Values:</para>
1543
1544             <itemizedlist>
1545               <listitem>
1546                 <para>Default</para>
1547
1548                 <itemizedlist>
1549                   <listitem>
1550                     <para>Retains Koha's previous behavior of only creating
1551                     links when there is an exact match to one and only one
1552                     authority record; if the <link linkend="LinkerOptions">LinkerOptions</link> preference is
1553                     set to 'broader_headings', it will try to link headings to
1554                     authority records for broader headings by removing
1555                     subfields from the end of the heading</para>
1556                   </listitem>
1557                 </itemizedlist>
1558               </listitem>
1559
1560               <listitem>
1561                 <para>First match</para>
1562
1563                 <itemizedlist>
1564                   <listitem>
1565                     <para>Creates a link to the first authority record that
1566                     matches a given heading, even if there is more than one
1567                     authority record that matches</para>
1568                   </listitem>
1569                 </itemizedlist>
1570               </listitem>
1571
1572               <listitem>
1573                 <para>Last match</para>
1574
1575                 <itemizedlist>
1576                   <listitem>
1577                     <para>Creates a link to the last authority record that
1578                     matches a given heading, even if there is more than one
1579                     record that matches</para>
1580                   </listitem>
1581                 </itemizedlist>
1582               </listitem>
1583             </itemizedlist>
1584
1585             <para>Description:</para>
1586
1587             <itemizedlist>
1588               <listitem>
1589                 <para>This preference tells Koha which match to use when
1590                 searching for authority matches when saving a record.</para>
1591               </listitem>
1592             </itemizedlist>
1593           </section>
1594
1595           <section id="LinkerOptions">
1596             <title>LinkerOptions</title>
1597
1598             <para>Asks: Set the following options for the authority linker
1599             ___<important>
1600                 <para>This feature is experimental and shouldn't be used in a
1601                 production environment until further expanded upon.</para>
1602               </important></para>
1603
1604             <para>Description:</para>
1605
1606             <itemizedlist>
1607               <listitem>
1608                 <para>This is a pipe separated (|) list of options. At the
1609                 moment, the only option available is "broader_headings." With
1610                 this option set to "broader_headings", the linker will try to
1611                 match the following heading as follows:<programlisting>=600 10$aCamins-Esakov, Jared$xCoin collections$vCatalogs$vEarly works to 1800.</programlisting></para>
1612
1613                 <para>First: Camins-Esakov, Jared--Coin
1614                 collections--Catalogs--Early works to 1800</para>
1615
1616                 <para>Next: Camins-Esakov, Jared--Coin
1617                 collections--Catalogs</para>
1618
1619                 <para>Next: Camins-Esakov, Jared--Coin collections</para>
1620
1621                 <para>Next: Camins-Esakov, Jared (matches! if a previous
1622                 attempt had matched, it would not have tried this)</para>
1623               </listitem>
1624             </itemizedlist>
1625           </section>
1626
1627           <section id="LinkerRelink">
1628             <title>LinkerRelink</title>
1629
1630             <para>Default: Do</para>
1631
1632             <para>Asks: ___ relink headings that have previously been linked
1633             to authority records.</para>
1634
1635             <para>Values:</para>
1636
1637             <itemizedlist>
1638               <listitem>
1639                 <para>Do</para>
1640               </listitem>
1641
1642               <listitem>
1643                 <para>Do not</para>
1644               </listitem>
1645             </itemizedlist>
1646
1647             <para>Description:</para>
1648
1649             <itemizedlist>
1650               <listitem>
1651                 <para>When set to 'Do', the linker will confirm the links for
1652                 headings that have previously been linked to an authority
1653                 record when it runs, correcting any incorrect links it may
1654                 find. When set to 'Do not', any heading with an existing link
1655                 will be ignored, even if the existing link is invalid or
1656                 incorrect.</para>
1657               </listitem>
1658             </itemizedlist>
1659           </section>
1660         </section>
1661       </section>
1662
1663       <section id="catprefs">
1664         <title>Cataloging</title>
1665
1666         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
1667         Global System Preferences &gt; Cataloging</para>
1668
1669         <section id="catdisplayprefs">
1670           <title>Display</title>
1671
1672           <para/>
1673           <section id="AcquisitionDetails">
1674             <title>AcquisitionDetails</title>
1675             <para>Default: Display</para>
1676             <para>Asks: ___ acquisition details on the biblio detail page. </para>
1677             <para>Values:<itemizedlist>
1678                 <listitem>
1679                   <para>Display</para>
1680                 </listitem>
1681                 <listitem>
1682                   <para>Don't display</para>
1683                 </listitem>
1684               </itemizedlist></para>
1685             <para>Description:<itemizedlist>
1686                 <listitem>
1687                   <para>This preference controls whether a tab will show on the detail page in the
1688                     staff client that includes detailed acquisitions information for the title. This
1689                     tab will include links to order information stored in the acquisitions module.<screenshot>
1690                       <screeninfo>AcquisitionDetails</screeninfo>
1691                       <mediaobject>
1692                         <imageobject>
1693                           <imagedata fileref="images/admin/globalprefs/AcquisitionDetails.png"/>
1694                         </imageobject>
1695                       </mediaobject>
1696                     </screenshot></para>
1697                 </listitem>
1698               </itemizedlist></para>
1699           </section>
1700
1701           <section id="authoritysep">
1702             <title>AuthoritySeparator</title>
1703
1704             <para>Default: --</para>
1705
1706             <para>Asks: Separate multiple displayed authors, series or
1707             subjects with ___.</para>
1708           </section>
1709
1710           <section id="hide_marc">
1711             <title>hide_marc</title>
1712
1713             <para>Default: Display</para>
1714
1715             <para>Asks: ___ MARC tag numbers, subfield codes and indicators in
1716             MARC views.</para>
1717
1718             <para>Values:</para>
1719
1720             <itemizedlist>
1721               <listitem>
1722                 <para>Display -- shows the tag numbers on the cataloging
1723                 interface</para>
1724
1725                 <screenshot>
1726                   <screeninfo>MARC editor with tags showing</screeninfo>
1727
1728                   <mediaobject>
1729                     <imageobject>
1730                       <imagedata fileref="images/admin/globalprefs/hide_marc-display.png"/>
1731                     </imageobject>
1732                   </mediaobject>
1733                 </screenshot>
1734               </listitem>
1735
1736               <listitem>
1737                 <para>Don't display -- shows just descriptive text when
1738                 cataloging</para>
1739
1740                 <screenshot>
1741                   <screeninfo>MARC editor without tags showing</screeninfo>
1742
1743                   <mediaobject>
1744                     <imageobject>
1745                       <imagedata fileref="images/admin/globalprefs/hide_marc-dont.png"/>
1746                     </imageobject>
1747                   </mediaobject>
1748                 </screenshot>
1749               </listitem>
1750             </itemizedlist>
1751           </section>
1752
1753           <section id="IntranetBiblioDefaultView">
1754             <title>IntranetBiblioDefaultView</title>
1755
1756             <para>Default: ISBD form</para>
1757
1758             <para>Asks: By default, display biblio records in ___</para>
1759
1760             <para>Values:</para>
1761
1762             <itemizedlist>
1763               <listitem>
1764                 <para>ISBD form -- displays records in the staff client in the
1765                 old card catalog format</para>
1766
1767                 <itemizedlist>
1768                   <listitem>
1769                     <para>See <link linkend="isbdpref">ISBD</link> preference
1770                     for more information</para>
1771                   </listitem>
1772                 </itemizedlist>
1773               </listitem>
1774
1775               <listitem>
1776                 <para>Labelled MARC form -- displays records in the staff
1777                 client in MARC with text labels to explain the different
1778                 fields</para>
1779               </listitem>
1780
1781               <listitem>
1782                 <para>MARC form -- displays records in the staff client in
1783                 MARC</para>
1784               </listitem>
1785
1786               <listitem>
1787                 <para>normal form -- visual display in the staff client (for
1788                 the average person)</para>
1789               </listitem>
1790             </itemizedlist>
1791
1792             <para>Description:</para>
1793
1794             <itemizedlist>
1795               <listitem>
1796                 <para>This setting determines the bibliographic record display
1797                 when searching the catalog on the staff client. This setting
1798                 does not affect the display in the OPAC which is changed using
1799                 the <link linkend="BiblioDefaultView">BiblioDefaultView</link>
1800                 preference under the OPAC preference tab. This setting changes
1801                 the look of the record when first displayed. The MARC and ISBD
1802                 views can still be seen by clicking in the sidebar.</para>
1803               </listitem>
1804             </itemizedlist>
1805           </section>
1806
1807           <section id="isbdpref">
1808             <title>ISBD</title>
1809
1810             <para>Default: <link linkend="isbddefault">MARC21 Default
1811             Appendix</link> or <link linkend="unimarcdefault">UNIMARC Default
1812             Appendix</link></para>
1813
1814             <para>Asks: Use the following as the ISBD template:</para>
1815
1816             <para>Description:</para>
1817
1818             <itemizedlist>
1819               <listitem>
1820                 <para>This determines how the ISBD information will display.
1821                 Elements in the list can be reordered to produce a different
1822                 ISBD view. ISBD, the International Standard Bibliographic
1823                 Description, was first introduced by IFLA (International
1824                 Federation of Library Associations) in 1969 in order to
1825                 provide guidelines for descriptive cataloging. The purpose of
1826                 ISBD is to aid the international exchange of bibliographic
1827                 records for a variety of materials.</para>
1828               </listitem>
1829             </itemizedlist>
1830           </section>
1831
1832           <section id="LabelMARCView">
1833             <title>LabelMARCView</title>
1834
1835             <para>Default: Don't</para>
1836
1837             <para>Asks: ___ collapse repeated tags of the same type into one
1838             tag entry.</para>
1839
1840             <para>Values:</para>
1841
1842             <itemizedlist>
1843               <listitem>
1844                 <para>Do -- will combine all identical tag numbers under one
1845                 heading in the MARC view in the OPAC and Staff Client</para>
1846
1847                 <screenshot>
1848                   <screeninfo>MARC View in the Staff Client with LabelMARCView
1849                   set to Do</screeninfo>
1850
1851                   <mediaobject>
1852                     <imageobject>
1853                       <imagedata fileref="images/admin/globalprefs/LabelMARCView-do.png"/>
1854                     </imageobject>
1855                   </mediaobject>
1856                 </screenshot>
1857               </listitem>
1858
1859               <listitem>
1860                 <para>Don't -- will list all of the tags individually in the
1861                 MARC view in the OPAC and Staff Client</para>
1862
1863                 <screenshot>
1864                   <screeninfo>MARC View in the Staff Client with LabelMARCView
1865                   set to Don't</screeninfo>
1866
1867                   <mediaobject>
1868                     <imageobject>
1869                       <imagedata fileref="images/admin/globalprefs/LabelMARCView-dont.png"/>
1870                     </imageobject>
1871                   </mediaobject>
1872                 </screenshot>
1873               </listitem>
1874             </itemizedlist>
1875           </section>
1876           <section id="MergeReportFields">
1877             <title>MergeReportFields</title>
1878             <para>Asks: ___ fields to display for deleted records after merge </para>
1879             <para>Description:<itemizedlist>
1880                 <listitem>
1881                   <para>When merging records together you can receive a report of the merge process
1882                     once it's done, this preference lets you set the default values for this
1883                     report.</para>
1884                 </listitem>
1885               </itemizedlist></para>
1886             <para>Example: '001,245ab,600' displays: <itemizedlist>
1887                 <listitem>
1888                   <para>value of 001</para>
1889                 </listitem>
1890                 <listitem>
1891                   <para>subfields a and b of fields 245</para>
1892                 </listitem>
1893                 <listitem>
1894                   <para>all subfields of fields 600</para>
1895                 </listitem>
1896               </itemizedlist></para>
1897           </section>
1898           <section id="NotesBlacklist">
1899             <title>NotesBlacklist</title>
1900             <para>Asks: Don't show these ___ note fields in title notes separator (OPAC record
1901               details) and in the description separator (Staff client record details). </para>
1902             <para>Description:<itemizedlist>
1903                 <listitem>
1904                   <para>This preference lets you define which of your note fields are hidden from
1905                     the title notes (OPAC) and descriptions (Staff) tabs.  Enter the values as a
1906                     comma separated list. For example to hide the local note and the bibliography
1907                     note in MARC21 enter 504, 590.</para>
1908                 </listitem>
1909               </itemizedlist></para>
1910           </section>
1911
1912           <section id="OpacSuppression">
1913             <title>OpacSuppression, OpacSuppressionByIPRange, OpacSuppressionRedirect, and
1914               OpacSuppressionMessage</title>
1915             <para>OpacSuppression Default: Don't hide</para>
1916
1917             <para>Asks:  ___ items marked as suppressed from OPAC search results. Note that you must
1918               have the Suppress index set up in Zebra and at least one suppressed item, or your
1919               searches will be broken. Restrict the suppression to IP adresses outside of the IP
1920               range ___ (Leave blank if not used. Define a range like 192.168..) Redirect the opac
1921               detail page for suppressed records to ___ Display the following message on the
1922               redirect page for suppressed biblios ___.</para>
1923
1924             <para>OpacSuppression Values:</para>
1925
1926             <itemizedlist>
1927               <listitem>
1928                 <para>Don't hide</para>
1929
1930                 <itemizedlist>
1931                   <listitem>
1932                     <para>Will show records in OPAC search results if they are marked
1933                       suppressed</para>
1934                   </listitem>
1935                 </itemizedlist>
1936               </listitem>
1937
1938               <listitem>
1939                 <para>Hide</para>
1940
1941                 <itemizedlist>
1942                   <listitem>
1943                     <para>Will not show records in OPAC search results if they're marked as
1944                       suppressed</para>
1945                   </listitem>
1946                 </itemizedlist>
1947               </listitem>
1948             </itemizedlist>
1949             <para>OpacSuppressionRedirect Values:<itemizedlist>
1950                 <listitem>
1951                   <para>an explanatory page ('This record is blocked').</para>
1952                 </listitem>
1953                 <listitem>
1954                   <para>the 404 error page ('Not found').</para>
1955                 </listitem>
1956               </itemizedlist></para>
1957
1958             <para>Description:</para>
1959
1960             <itemizedlist>
1961               <listitem>
1962                 <para>These preferences control hiding of bibliographic records from display in the
1963                   OPAC. Each bibliogrphic record you want to hide from the OPAC simply needs to have
1964                   the value "1" in the field mapped with Suppress index (942$n field in MARC21, no
1965                   official field in UNIMARC). The indexer then hides it from display in OPAC but
1966                   will still display it in the Staff Client. If you want to further control
1967                   suppression you can set an IP address range to still show suppressed items to.
1968                   Define a range like 192.168.. If you don't want to limit suppression in this way,
1969                   leave the IP field blank. You can also decide what the patrons will see in the
1970                   OPAC when a title is suppressed by setting the OpacSuppressionRedirect and
1971                   OpacSuppressionMessage preferences.  You can either show the patron a 404 page if
1972                   they try to see a suppressed record or you can create a custom page by entering
1973                   the HTML in the OpacSuppressionMessage part of this preference.</para>
1974                 <para>
1975                   <note>
1976                     <para>An <link linkend="authorizedvalues">authorized value</link> for the MARC21
1977                       942$n field (or the equivalent UNIMARC field) should be set to eliminate
1978                       errors. One example would be to create an authorized value titled SUPPRESS
1979                       with a value of 0 for don't suppress and 1 for suppress.</para>
1980                   </note>
1981                 </para>
1982               </listitem>
1983             </itemizedlist>
1984
1985             <important>
1986               <para>If this preference is set to 'hide' and you have the 942n
1987               field set to 1, it will hide the entire bib record - not just an
1988               individual item.</para>
1989             </important>
1990
1991             <important>
1992               <para>You must have the Suppress index set up in Zebra and at least one record with
1993                 the value "1" in the field mapped with this index, or your searches will be
1994                 completely broken in OPAC (you won't get any results at all).</para>
1995             </important>
1996           </section>
1997           <section id="SeparateHoldings">
1998             <title>SeparateHoldings &amp; SeparateHoldingsBranch </title>
1999             <para>SeparateHoldings default: Don't separate</para>
2000             <para>SeparateHoldingsBranch default: home library </para>
2001             <para>Asks:  ___ items display into two tabs, where the first tab contains items whose
2002               ___ is the logged in user's library. The second tab will contain all other items. </para>
2003             <para>SeparateHoldings values:<itemizedlist>
2004                 <listitem>
2005                   <para>Don't separate</para>
2006                 </listitem>
2007                 <listitem>
2008                   <para>Separate</para>
2009                 </listitem>
2010               </itemizedlist></para>
2011             <para>SeparateHoldingsBranch values:<itemizedlist>
2012                 <listitem>
2013                   <para>holding library</para>
2014                 </listitem>
2015                 <listitem>
2016                   <para>home library</para>
2017                 </listitem>
2018               </itemizedlist></para>
2019             <para>Description:</para>
2020             <itemizedlist>
2021                 <listitem>
2022                   <para>This preference lets you decide if you would like to have the holding
2023                     information on the bibliographic detail page in the staff client split in to
2024                     multiple tabs.  The default is to show all holdings on one tab.</para>
2025                   <screenshot>
2026                       <screeninfo>Separate holdings tabs</screeninfo>
2027                       <mediaobject>
2028                         <imageobject>
2029                           <imagedata fileref="images/admin/globalprefs/SeparateHoldings.png"/>
2030                         </imageobject>
2031                       </mediaobject>
2032                     </screenshot>
2033                 </listitem>
2034               </itemizedlist>
2035           </section>
2036
2037           <section id="URLLinkText">
2038             <title>URLLinkText</title>
2039
2040             <para>Default: Online Resource</para>
2041
2042             <para>Asks: Show ___ as the text of links embedded in MARC
2043             records.</para>
2044
2045             <para>Description:</para>
2046
2047             <itemizedlist>
2048               <listitem>
2049                 <para>If the 856 field does not have a subfield 3 or y
2050                 defined, the OPAC will say 'Click here to access online.' If
2051                 you would like the field to say something else enter that in
2052                 this field.</para>
2053               </listitem>
2054             </itemizedlist>
2055           </section>
2056
2057           <section id="UseControlNumber">
2058             <title>UseControlNumber</title>
2059
2060             <para>Default: Don't use</para>
2061
2062             <para>Asks: ___ record control number ($w subfields) and control
2063             number (001) for linking of bibliographic records.</para>
2064
2065             <para>Values:</para>
2066
2067             <itemizedlist>
2068               <listitem>
2069                 <para>Don't use</para>
2070
2071                 <itemizedlist>
2072                   <listitem>
2073                     <para>When clicking on links to titles that appear next to
2074                     'Continues' and 'Continued by' in the detail display Koha
2075                     will perform a title search</para>
2076                   </listitem>
2077                 </itemizedlist>
2078               </listitem>
2079
2080               <listitem>
2081                 <para>Use</para>
2082
2083                 <itemizedlist>
2084                   <listitem>
2085                     <para>When clicking on links to titles that appear next to
2086                     'Continues' and 'Continued by' in the detail display Koha
2087                     will perform a control number (MARC field 001)
2088                     search</para>
2089                   </listitem>
2090                 </itemizedlist>
2091               </listitem>
2092             </itemizedlist>
2093
2094             <important>
2095               <para>Unless you are going in and manually changing 773$w to
2096               match your rigorously-defined bibliographic relationships, you
2097               should set this preference to "Don't use" and instead set <link linkend="EasyAnalyticalRecords">EasyAnalyticalRecords</link> to
2098               "Display"</para>
2099             </important>
2100
2101             <para>Description:</para>
2102
2103             <itemizedlist>
2104               <listitem>
2105                 <para>If you have a serial called "Journal of Interesting
2106                 Things" which has a separate record from when it was called
2107                 "Transactions of the Interesting Stuff Society," you could add
2108                 linking fields to indicate the relationship between the two
2109                 records. UseControlNumber allows you to use your local
2110                 accession numbers for those links. In MARC21, the relevant
2111                 sections of the two records might look like
2112                 this:<programlisting>    =001    12345
2113     =110  2_$aInteresting Stuff Society.
2114     =245  10$aTransactions of the Interesting Stuff Society.
2115     =785  00$aInteresting Stuff Society$tJournal of Interesting Things.$w12346
2116
2117     =001    12346
2118     =110  2_$aInteresting Stuff Society.
2119     =245  10$aJournal of Interesting Things.
2120     =780  00$aInteresting Stuff Society$tTransactions of the Interesting Stuff Society.$w12345</programlisting></para>
2121
2122                 <para>With UseControlNumber set to 'Use', the 78x links will
2123                 use the Control Numbers is subfield $w, instead of doing a
2124                 title search on "Journal of Interesting Things" and
2125                 "Transactions of the Interesting Stuff Society"
2126                 respectively.</para>
2127               </listitem>
2128             </itemizedlist>
2129           </section>
2130         </section>
2131         <section id="catexportprefs">
2132           <title>Exporting</title>
2133           <section id="BibtexExportAdditionalFields">
2134             <title>BibtexExportAdditionalFields</title>
2135             <para>Asks: Include following fields when exporting BibTeX</para>
2136             <para>Description: <itemizedlist>
2137                 <listitem>
2138                   <para>Use one line per tag in the format BT_TAG: TAG$SUBFIELD ( e.g. lccn: 010$a )
2139                   </para>
2140                 </listitem>
2141                 <listitem>
2142                   <para>To specificy multiple marc tags/subfields as targets for a repeating BibTex
2143                     tag, use the following format: BT_TAG: [TAG2$SUBFIELD1, TAG2$SUBFIELD2] ( e.g.
2144                     notes: [501$a, 505$g] )</para>
2145                 </listitem>
2146                 <listitem>
2147                   <para>All values of repeating tags and subfields will be printed with the given
2148                     BibTeX tag. </para>
2149                 </listitem>
2150                 <listitem>
2151                   <para>Use '@' ( with quotes ) as the BT_TAG to replace the bibtex record type with
2152                     a field value of your choosing.  </para>
2153                 </listitem>
2154               </itemizedlist></para>
2155           </section>
2156           <section id="RisExportAdditionalFields">
2157             <title>RisExportAdditionalFields</title>
2158             <para>Asks: Include following fields when exporting RIS</para>
2159             <para>Description: <itemizedlist>
2160                 <listitem>
2161                   <para>Use one line per tag in the format RIS_TAG: TAG$SUBFIELD ( e.g. LC: 010$a )
2162                   </para>
2163                 </listitem>
2164                 <listitem>
2165                   <para>To specificy multiple marc tags/subfields as targets for a repeating RIS
2166                     tag, use the following format: RIS_TAG: [TAG2$SUBFIELD1, TAG2$SUBFIELD2] ( e.g.
2167                     NT: [501$a, 505$g] ) </para>
2168                 </listitem>
2169                 <listitem>
2170                   <para>All values of repeating tags and subfields will be printed with the given
2171                     RIS tag.  </para>
2172                 </listitem>
2173                 <listitem>
2174                   <para>Use of TY ( record type ) as a key will <emphasis role="italic"
2175                       >replace</emphasis> the default TY with the field value of your choosing.
2176                   </para>
2177                 </listitem>
2178               </itemizedlist></para>
2179           </section>
2180         </section>
2181         <section id="catimportprefs">
2182           <title>Importing</title>
2183           <section id="AggressiveMatchOnISBN">
2184             <title>AggressiveMatchOnISBN</title>
2185             <para>Default: don't</para>
2186             <para>Asks: When matching on ISBN with the record import tool, ___ attempt to match
2187               aggressively by trying all variations of the ISBNs in the imported record as a phrase
2188               in the ISBN fields of already cataloged records. </para>
2189             <para>Values:<itemizedlist>
2190                 <listitem>
2191                   <para>do</para>
2192                 </listitem>
2193                 <listitem>
2194                   <para>don't</para>
2195                 </listitem>
2196               </itemizedlist>Description:<itemizedlist>
2197                 <listitem>
2198                   <para>This preference allows you to choose to alter the ISBN matching rule used
2199                     when staging records for import to be more aggressive. This means that all text
2200                     will be stripped from the ISBN field so that a pure number match is possible. If
2201                     this preference is set to "Don't" then Koha will find a match only if the ISBN
2202                     fields are identical.</para>
2203                 </listitem>
2204               </itemizedlist><important>
2205                 <para>Note that this preference has no effect if <link linkend="UseQueryParser"
2206                     >UseQueryParser</link> is on. </para>
2207               </important></para>
2208           </section>
2209         </section>
2210
2211         <section id="catinterfaceprefs">
2212           <title>Interface</title>
2213
2214           <para/>
2215
2216           <section id="advancedMARCeditor">
2217             <title>advancedMARCeditor</title>
2218
2219             <para>Default: Don't display</para>
2220
2221             <para>Asks: ___ descriptions of fields and subfields in the MARC
2222             editor.</para>
2223
2224             <para>Description:</para>
2225
2226             <itemizedlist>
2227               <listitem>
2228                 <para>This preference determines whether or not MARC field
2229                 names will be present when editing or creating MARC
2230                 records.</para>
2231               </listitem>
2232             </itemizedlist>
2233
2234             <para>Values:</para>
2235
2236             <itemizedlist>
2237               <listitem>
2238                 <para>Display</para>
2239
2240                 <screenshot>
2241                   <screeninfo>MARC editor with text labels</screeninfo>
2242
2243                   <mediaobject>
2244                     <imageobject>
2245                       <imagedata fileref="images/admin/globalprefs/advancedMARCeditor-display.png"/>
2246                     </imageobject>
2247                   </mediaobject>
2248                 </screenshot>
2249               </listitem>
2250
2251               <listitem>
2252                 <para>Don't display</para>
2253
2254                 <screenshot>
2255                   <screeninfo>MARC editor without text labels</screeninfo>
2256
2257                   <mediaobject>
2258                     <imageobject>
2259                       <imagedata fileref="images/admin/globalprefs/advancedMARCeditor-dontdisplay.png"/>
2260                     </imageobject>
2261                   </mediaobject>
2262                 </screenshot>
2263               </listitem>
2264             </itemizedlist>
2265           </section>
2266
2267           <section id="DefaultClassificationSource">
2268             <title>DefaultClassificationSource</title>
2269
2270             <para>Default: Dewey Decimal System</para>
2271
2272             <para>Asks: Use ___ as the default classification source.</para>
2273
2274             <para>Values:</para>
2275
2276             <itemizedlist>
2277               <listitem>
2278                 <para>ANSCR (Sound Recordings)</para>
2279               </listitem>
2280
2281               <listitem>
2282                 <para>Dewey Decimal Classification</para>
2283               </listitem>
2284
2285               <listitem>
2286                 <para>Library of Congress Classification</para>
2287               </listitem>
2288
2289               <listitem>
2290                 <para>Other/Generic Classification Scheme</para>
2291               </listitem>
2292
2293               <listitem>
2294                 <para>SuDoc Classification (U.S. GPO)</para>
2295               </listitem>
2296
2297               <listitem>
2298                 <para>Universal Decimal Classification</para>
2299               </listitem>
2300             </itemizedlist>
2301           </section>
2302
2303           <section id="EasyAnalyticalRecords">
2304             <sectioninfo>
2305               <authorgroup>
2306                 <author>
2307                   <firstname>Linda</firstname>
2308                   <surname>Culberson</surname>
2309                   <affiliation>
2310                     <orgname>Ms. Dept. of Archives and History</orgname>
2311                   </affiliation>
2312                 </author>
2313
2314                 <editor>
2315                   <firstname>Nicole C.</firstname>
2316                   <surname>Engard</surname>
2317                   <contrib>Fixed typos, changed content
2318                     where necessary and added new screenshots.</contrib>
2319                 </editor>
2320               </authorgroup>
2321
2322               <pubdate>October 2011</pubdate>
2323             </sectioninfo>
2324
2325             <title>EasyAnalyticalRecords</title>
2326             <para>Default: Don't Display</para>
2327
2328             <para>Asks: ___ easy ways to create analytical record
2329             relationships</para>
2330
2331             <para>Values:</para>
2332
2333             <itemizedlist>
2334               <listitem>
2335                 <para>Display</para>
2336               </listitem>
2337
2338               <listitem>
2339                 <para>Don't Display</para>
2340               </listitem>
2341             </itemizedlist>
2342
2343             <important>
2344               <para>If you decide to use this feature you'll want to make sure
2345               that your <link linkend="UseControlNumber">UseControlNumber</link> preference is
2346               set to "Don't use" or else the "Show analytics" links in the
2347               staff client and the OPAC will be broken.</para>
2348             </important>
2349
2350             <para>Description:</para>
2351
2352             <itemizedlist>
2353               <listitem>
2354                 <para>An analytic entry in a catalog is one that describes a
2355                 part of a larger work that is also described in the catalog.
2356                 In bibliographic cataloging, analytic entries may be made for
2357                 chapters in books or special issues of articles in
2358                 periodicals. In archival cataloging, analytic entries may be
2359                 made for series or items within a collection. This feature in
2360                 Koha allows for an easy way of linking analytic entries to the
2361                 host records, and this system preference adds several new menu
2362                 options to the staff cataloging detail pages to allow that to
2363                 happen.</para>
2364               </listitem>
2365             </itemizedlist>
2366           </section>
2367         </section>
2368
2369         <section id="catrecordprefs">
2370           <title>Record Structure</title>
2371
2372           <para/>
2373
2374           <section id="AlternateHoldingsField">
2375             <title>AlternateHoldingsField &amp;
2376             AlternateHoldingsSeparator</title>
2377
2378             <para>Asks: Display MARC subfield ___ as holdings information for
2379             records that do not have items, with the subfields separated by
2380             ___.</para>
2381
2382             <para>Description:</para>
2383
2384             <itemizedlist>
2385               <listitem>
2386                 <para>Sometimes libraries migrate to Koha with their holding
2387                 info in the 852 field (OCLC holdings information field) and
2388                 choose not to transfer that information into the 952 (Koha
2389                 holdings information field) because they don't plan on
2390                 circulating those items. For those libraries or other
2391                 libraries that have data in the 852 fields of their records
2392                 that they want to display, these preferences let you choose to
2393                 display holdings info from a field other than the 952 field.
2394                 The AlternateHoldingsField preference can contain multiple
2395                 subfields to look in; for instance 852abhi would look in 852
2396                 subfields a, b, h, and i.</para>
2397               </listitem>
2398
2399               <listitem>
2400                 <para>With AlternateHoldingsField set to 852abhi and
2401                 AlternateHoldingsSeparator set to a space the holdings would
2402                 look like the following:</para>
2403
2404                 <screenshot>
2405                   <screeninfo>Alternate Holdings Display</screeninfo>
2406
2407                   <mediaobject>
2408                     <imageobject>
2409                       <imagedata fileref="images/admin/globalprefs/AlternateHoldingsField.png"/>
2410                     </imageobject>
2411                   </mediaobject>
2412                 </screenshot>
2413               </listitem>
2414             </itemizedlist>
2415           </section>
2416
2417           <section id="autoBarcode">
2418             <title>autoBarcode</title>
2419
2420             <para>Default: generated in the form
2421             &lt;branchcode&gt;yymm0001</para>
2422
2423             <para>Asks: Barcodes are ___</para>
2424
2425             <para>Values:</para>
2426
2427             <itemizedlist>
2428               <listitem>
2429                 <para>generated in the form &lt;branchcode&gt;yymm0001</para>
2430               </listitem>
2431
2432               <listitem>
2433                 <para>generated in the form &lt;year&gt;-0001, &lt;year&gt;-0002</para>
2434               </listitem>
2435
2436               <listitem>
2437                 <para>generated in the form 1, 2, 3</para>
2438               </listitem>
2439
2440               <listitem>
2441                 <para>incremental EAN-13 barcodes</para>
2442               </listitem>
2443
2444               <listitem>
2445                 <para>not generated automatically</para>
2446               </listitem>
2447             </itemizedlist>
2448
2449             <para>Description:</para>
2450
2451             <itemizedlist>
2452               <listitem>
2453                 <para>This setting is for libraries wishing to generate
2454                 barcodes from within Koha (as opposed to scanning in
2455                 pre-printed barcodes or manually assigning them). The default
2456                 behavior makes it so that when you click in the barcode field
2457                 (952$p in MARC21) it will populate with the automatic barcode
2458                 you have chosen. If you would rather it only enter an
2459                 automatic barcode when you click on the plugin (the ... to the
2460                 right of the field) you can change the plugin used for that
2461                 field in the framework. Set the plugin for 952$p (if using
2462                 MARC21 or equivalent field mapped to items.barcode in your
2463                 local MARC format) for your frameworks to barcode_manual.pl
2464                 instead of barcode.pl. Learn more about editing frameworks
2465                 under the <link linkend="marcbibframeworks">MARC Bibliographic
2466                 Frameworks</link> section of this manual.</para>
2467               </listitem>
2468             </itemizedlist>
2469           </section>
2470
2471           <section id="DefaultLanguageField008">
2472             <title>DefaultLanguageField008</title>
2473             <para>Default: Empty defaults to eng</para>
2474
2475             <para>Asks: Fill in the default language for field 008 Range 35-37 of MARC21 records
2476               ___.</para>
2477
2478             <para>Description:</para>
2479
2480             <itemizedlist>
2481               <listitem>
2482                 <para>This preference will allow you to set the language for your MARC21 008 field
2483                   by default. If this is left empty it will default to English (eng). See the <ulink
2484                     url="http://www.loc.gov/marc/languages/language_code.html">MARC Code List for
2485                     Languages</ulink> for additional values for this preference.</para>
2486               </listitem>
2487             </itemizedlist>
2488             <note>
2489               <para>This preference won't have any effect if your records are in UNIMARC.</para>
2490             </note>
2491           </section>
2492
2493           <section id="item-level_itypes">
2494             <title>item-level_itypes</title>
2495
2496             <para>Default: specific item</para>
2497
2498             <para>Asks: Use the item type of the ___ as the authoritative item
2499             type (for determining circulation and fines rules, etc).</para>
2500
2501             <para>Values:</para>
2502
2503             <itemizedlist>
2504               <listitem>
2505                 <para>biblio record</para>
2506               </listitem>
2507
2508               <listitem>
2509                 <para>specific item</para>
2510               </listitem>
2511             </itemizedlist>
2512
2513             <para>Description:</para>
2514
2515             <itemizedlist>
2516               <listitem>
2517                 <para>This preference determines whether the item type Koha
2518                 uses for issuing rules will be an attribute of the
2519                 bibliographic record or the item record. Most libraries refer
2520                 to the item record for item types. It also determines if the
2521                 item type icon appears on the OPAC search results. If you have
2522                 the preference set to 'biblio record' then Koha displays the
2523                 item type icon on the search results to the left of the result
2524                 info.</para>
2525
2526                 <screenshot>
2527                   <screeninfo>Item Type Icons to the Left of Result
2528                   Information</screeninfo>
2529
2530                   <mediaobject>
2531                     <imageobject>
2532                       <imagedata fileref="images/admin/globalprefs/item-level_itypes.png"/>
2533                     </imageobject>
2534                   </mediaobject>
2535                 </screenshot>
2536               </listitem>
2537             </itemizedlist>
2538           </section>
2539
2540           <section id="itemcallnumber">
2541             <title>itemcallnumber</title>
2542
2543             <para>Default: 082ab</para>
2544
2545             <para>Asks: Map the MARC subfield to an item's callnumber.</para>
2546
2547             <note>
2548               <para>This can contain multiple subfields to look in; for
2549               instance 082ab would look in 082 subfields a and b.</para>
2550             </note>
2551
2552             <para>Description:</para>
2553
2554             <itemizedlist>
2555               <listitem>
2556                 <para>This setting determines which MARC field will be used to determine the call
2557                   number that will be entered into item records automatically (952$o). The value is
2558                   set by providing the MARC field code (050, 082, 090, 852 are all common in MARC21)
2559                   and the subfield codes without the delimiters ($a, $b would be ab).</para>
2560               </listitem>
2561             </itemizedlist>
2562
2563             <para>Examples:</para>
2564
2565             <itemizedlist>
2566               <listitem>
2567                 <para>Dewey: 082ab or 092ab; LOC: 050ab or 090ab; from the
2568                 item record: 852hi</para>
2569               </listitem>
2570             </itemizedlist>
2571           </section>
2572
2573           <section id="marcflavour">
2574             <title>marcflavour</title>
2575
2576             <para>Default: MARC21</para>
2577
2578             <para>Asks: Interpret and store MARC records in the ___
2579             format.</para>
2580
2581             <para>Values:</para>
2582
2583             <itemizedlist>
2584               <listitem>
2585                 <para>MARC21<itemizedlist>
2586                     <listitem>
2587                       <para>The standard style for the US, Canada, Australia, New Zealand, United
2588                         Kingdom, Germany and other countries</para>
2589                     </listitem>
2590                   </itemizedlist></para>
2591               </listitem>
2592
2593               <listitem>
2594                 <para>UNIMARC<itemizedlist>
2595                     <listitem>
2596                       <para>The standard style used in France, Italy, Portugal, Russia, and other
2597                         countries</para>
2598                     </listitem>
2599                   </itemizedlist></para>
2600               </listitem>
2601               <listitem>
2602                 <para>NORMARC<itemizedlist>
2603                     <listitem>
2604                       <para>The standard style for Norway</para>
2605                     </listitem>
2606                   </itemizedlist></para>
2607               </listitem>
2608             </itemizedlist>
2609             <para>Description:</para>
2610             <itemizedlist>
2611               <listitem>
2612                 <para>This preference defines global MARC style (MARC21, UNIMARC or NORMARC) used
2613                   for encoding.</para>
2614               </listitem>
2615             </itemizedlist>
2616             <important>
2617               <para>Changing the value of this preference will not convert your records from one
2618                 MARC style to an other.</para>
2619             </important>
2620           </section>
2621
2622           <section id="MARCOrgCode">
2623             <title>MARCOrgCode</title>
2624
2625             <para>Default: OSt</para>
2626
2627             <para>Asks: Fill in the MARC organization code ___ by default in new MARC21 records
2628               (leave blank to disable). </para>
2629
2630             <para>Description:</para>
2631
2632             <itemizedlist>
2633               <listitem>
2634                 <para>The MARC Organization Code is used to identify libraries
2635                 with holdings of titles and more.</para>
2636               </listitem>
2637             </itemizedlist>
2638
2639             <para>Learn more and find your library's MARC21 code on the <ulink
2640                 url="http://www.loc.gov/marc/organizations/orgshome.html">MARC Code list for
2641                 Organizations</ulink> or in Canada on the <ulink
2642                 url="http://www.collectionscanada.gc.ca/illcandir-bin/illsear/l=0/c=1">Canadian
2643                 Symbols Directory</ulink>.<note>
2644                 <para>This preference won't have any effect if your records are in UNIMARC.</para>
2645               </note></para>
2646           </section>
2647
2648           <section id="NewItemsDefaultLocation">
2649             <title>NewItemsDefaultLocation</title>
2650
2651             <para>Asks: When items are created, give them the temporary
2652             location of ___ (should be a location code, or blank to
2653             disable).</para>
2654           </section>
2655           <section id="PrefillItem">
2656             <title>PrefillItem</title>
2657             <para>Default: the new item is not prefilled with last created item values.</para>
2658             <para>Asks: When a new item is added ___</para>
2659             <para>Values:<itemizedlist>
2660                 <listitem>
2661                   <para>the new item is not prefilled with last created item values.</para>
2662                 </listitem>
2663                 <listitem>
2664                   <para>the new item is prefilled with last created item values.</para>
2665                 </listitem>
2666               </itemizedlist></para>
2667             <para>Description:<itemizedlist>
2668                 <listitem>
2669                   <para>This preference controls the behavior used when adding new items.  Using the
2670                     options here you can choose to have your next new item prefill with the values
2671                     used in the last item was added to save time typing values or to have the item
2672                     form appear completely blank. Using <link linkend="SubfieldsToUseWhenPrefill">SubfieldsToUseWhenPrefill</link> you can control specifically which fields
2673                     are prefilled.</para>
2674                 </listitem>
2675               </itemizedlist></para>
2676           </section>
2677           <section id="SubfieldsToAllowForRestrictedBatchmod">
2678             <title>SubfieldsToAllowForRestrictedBatchmod</title>
2679             <para>Asks: Define a list of subfields for which editing is authorized when <link
2680                 linkend="items_batchmod_restricted">items_batchmod_restricted</link> permission is
2681               enabled, separated by spaces. ___</para>
2682             <para>Examples:<itemizedlist>
2683                 <listitem>
2684                   <para>UNIMARC: "995$f 995$h 995$j" </para>
2685                 </listitem>
2686                 <listitem>
2687                   <para>MARC21: "952$a 952$b 952$c" </para>
2688                 </listitem>
2689               </itemizedlist></para>
2690             <para>Description:<itemizedlist>
2691                 <listitem>
2692                   <para>This preference lets you define what fields can be edited via the <link
2693                       linkend="batchmodifyitems">batch item modification tool</link> if the
2694                     items_batchmod_restricted permission is enabled.</para>
2695                   <para>
2696                     <note>
2697                       <para>The FA framework is excluded from the permission. If the pref is empty,
2698                         no fields are restricted. </para>
2699                     </note>
2700                   </para>
2701                 </listitem>
2702               </itemizedlist></para>
2703           </section>
2704           <section id="SubfieldsToAllowForRestrictedEditing">
2705             <title>SubfieldsToAllowForRestrictedEditing</title>
2706             <para>Asks: Define a list of subfields for which editing is authorized when
2707               edit_items_restricted permission is enabled, separated by spaces. ___</para>
2708             <para>Examples:<itemizedlist>
2709                 <listitem>
2710                   <para>UNIMARC: "995$f 995$h 995$j"</para>
2711                 </listitem>
2712                 <listitem>
2713                   <para>MARC21: "952$a 952$b 952$c"</para>
2714                 </listitem>
2715               </itemizedlist></para>
2716             <para>Description:<itemizedlist>
2717                 <listitem>
2718                   <para>This preference lets you define what fields can be edited via cataloging if
2719                     the <link linkend="edit_items_restricted">edit_items_restricted</link>
2720                     permission is enabled<note>
2721                       <para>The Fast Add (FA) framework is excluded from the permission. If the pref
2722                         is empty, no fields are restricted. </para>
2723                     </note></para>
2724                 </listitem>
2725               </itemizedlist></para>
2726           </section>
2727           <section id="SubfieldsToUseWhenPrefill">
2728             <title>SubfieldsToUseWhenPrefill</title>
2729             <para>Asks: Define a list of subfields to use when prefilling items ___<important>
2730                 <para>Separate values with a space.</para>
2731               </important></para>
2732             <para>Description:<itemizedlist>
2733                 <listitem>
2734                   <para>When the <link linkend="PrefillItem">PrefillItem</link> preference is set to
2735                     prefill item values with those from the last added item, this preference can
2736                     control which fields are prefilled (and which are not). Enter a space separated
2737                     list of fields that you would like to prefill when adding a new item.</para>
2738                 </listitem>
2739               </itemizedlist></para>
2740           </section>
2741
2742           <section id="z3950NormalizeAuthor">
2743             <title>z3950NormalizeAuthor &amp; z3950AuthorAuthFields</title>
2744
2745             <para>Defaults: Don't copy &amp; 701,702,700</para>
2746
2747             <para>Asks: ___ authors from the UNIMARC ___ tags (separated by
2748             commas) to the correct author tags when importing a record using
2749             Z39.50.</para>
2750
2751             <para>Description for z3950NormalizeAuthor:</para>
2752
2753             <itemizedlist>
2754               <listitem>
2755                 <para>This preference allows for 'Personal Name Authorities'
2756                 to replace authors as the bibliographic authority. This
2757                 preference should only be considered by libraries using
2758                 UNIMARC.</para>
2759               </listitem>
2760             </itemizedlist>
2761
2762             <para>Values for z3950NormalizeAuthor:</para>
2763
2764             <itemizedlist>
2765               <listitem>
2766                 <para>Copy</para>
2767               </listitem>
2768
2769               <listitem>
2770                 <para>Don't copy</para>
2771               </listitem>
2772             </itemizedlist>
2773
2774             <para>Description for z3950AuthorAuthFields:</para>
2775
2776             <itemizedlist>
2777               <listitem>
2778                 <para>This preference defines which MARC fields will be used
2779                 for 'Personal Name Authorities' to replace authors as the
2780                 bibliographic authorities. This preference only applies to
2781                 those using UNIMARC encoding. The MARC fields selected here
2782                 will only be used if 'z3950NormalizeAuthor' is set to "Copy".
2783                 The default field are 700, 701, and 702.</para>
2784               </listitem>
2785             </itemizedlist>
2786           </section>
2787         </section>
2788
2789         <section id="catspineprefs">
2790           <title>Spine Labels</title>
2791
2792           <para/>
2793
2794           <section id="SpineLabelAutoPrint">
2795             <title>SpineLabelAutoPrint</title>
2796
2797             <para>Default: don't</para>
2798
2799             <para>Asks: When using the quick spine label printer, ___
2800             automatically pop up a print dialog.</para>
2801
2802             <para>Values:</para>
2803
2804             <itemizedlist>
2805               <listitem>
2806                 <para>do</para>
2807               </listitem>
2808
2809               <listitem>
2810                 <para>don't</para>
2811               </listitem>
2812             </itemizedlist>
2813           </section>
2814
2815           <section id="SpineLabelFormat">
2816             <title>SpineLabelFormat</title>
2817
2818             <para>Default: &lt;itemcallnumber&gt;&lt;copynumber&gt;</para>
2819
2820             <para>Asks: Include the following fields on a quick-printed spine
2821             label: (Enter in columns from the biblio, biblioitems or items
2822             tables, surrounded by &lt; and &gt;.)</para>
2823           </section>
2824
2825           <section id="SpineLabelShowPrintOnBibDetails">
2826             <title>SpineLabelShowPrintOnBibDetails</title>
2827
2828             <para>Default: Don't display</para>
2829
2830             <para>Asks: ___ buttons on the bib details page to print item
2831             spine labels.</para>
2832
2833             <para>Values:</para>
2834
2835             <itemizedlist>
2836               <listitem>
2837                 <para>Display</para>
2838
2839                 <screenshot>
2840                   <screeninfo>'Print Label' link appears on bibliographic
2841                   record in the staff client</screeninfo>
2842
2843                   <mediaobject>
2844                     <imageobject>
2845                       <imagedata fileref="images/admin/globalprefs/SpineLabelShowPrintOnBibDetails.png"/>
2846                     </imageobject>
2847                   </mediaobject>
2848                 </screenshot>
2849               </listitem>
2850
2851               <listitem>
2852                 <para>Don't display</para>
2853               </listitem>
2854             </itemizedlist>
2855           </section>
2856         </section>
2857       </section>
2858
2859       <section id="circprefs">
2860         <title>Circulation</title>
2861
2862         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
2863         Global System Preferences &gt; Circulation</para>
2864         <section id="batchcheckoutprefs">
2865           <title>Batch Checkout</title>
2866           <section id="BatchCheckouts">
2867             <title>BatchCheckouts</title>
2868             <para>Default: Don't allow</para>
2869             <para>Asks: ___ batch checkouts </para>
2870             <para>Values:<itemizedlist>
2871                 <listitem>
2872                   <para>Allow</para>
2873                 </listitem>
2874                 <listitem>
2875                   <para>Don't allow</para>
2876                 </listitem>
2877               </itemizedlist></para>
2878           </section>
2879           <section id="BatchCheckoutsValidCategories">
2880             <title>BatchCheckoutsValidCategories</title>
2881             <para>Asks: Patron categories allowed to checkout in a batch ___ (list of patron
2882               categories separated with a pipe '|') </para>
2883           </section>
2884         </section>
2885         <section id="checkinpolicyprefs">
2886           <title>Checkin Policy</title>
2887           <para/>
2888           <section id="AllowMultipleIssuesOnABiblio">
2889             <title>AllowMultipleIssuesOnABiblio</title>
2890             <para>Default: Allow</para>
2891             <para>Asks: ___  patrons to check out multiple items from the same record. </para>
2892             <para>Values:<itemizedlist>
2893                 <listitem>
2894                   <para>Allow</para>
2895                 </listitem>
2896                 <listitem>
2897                   <para>Don't allow</para>
2898                 </listitem>
2899               </itemizedlist></para>
2900             <para>Description:<itemizedlist>
2901                 <listitem>
2902                   <para>If this preference is set to 'Allow' then patrons will be able to check out
2903                     multiple copies of the same title at the same time. If it's set to "Don't allow"
2904                     then patrons will only be allowed to check out one item attached to a record at
2905                     a time. Regardless of the option chosen in this preference records with
2906                     subscriptions attached will allow multiple check outs.<important>
2907                       <para>This will only effect records without a subscription attached.</para>
2908                     </important></para>
2909                 </listitem>
2910               </itemizedlist></para>
2911           </section>
2912           <section id="BlockReturnOfWithdrawnItems">
2913             <title>BlockReturnOfWithdrawnItems</title>
2914             <para>Default: Block</para>
2915             <para>Asks: ___ returning of items that have been withdrawn. </para>
2916             <para>Values:<itemizedlist>
2917                 <listitem>
2918                   <para>Block</para>
2919                 </listitem>
2920                 <listitem>
2921                   <para>Don't block</para>
2922                 </listitem>
2923               </itemizedlist>Description:<itemizedlist>
2924                 <listitem>
2925                   <para>This preference controls whether and item with a withdrawn status (952$0 in
2926                     MARC21) can be checked in or not.</para>
2927                 </listitem>
2928               </itemizedlist></para>
2929           </section>
2930           <section id="CalculateFinesOnReturn">
2931             <title>CalculateFinesOnReturn</title>
2932             <para>Default: Do</para>
2933             <para>Asks: ___ calculate and update overdue charges when an item is returned.</para>
2934             <para>Values:<itemizedlist>
2935                 <listitem>
2936                   <para>Do</para>
2937                 </listitem>
2938                 <listitem>
2939                   <para>Don't</para>
2940                 </listitem>
2941               </itemizedlist></para>
2942             <para>Description:<itemizedlist>
2943                 <listitem>
2944                   <para>If this preference is set to "Do" and the <link linkend="finescronjob">fines
2945                       cron job</link> is off then Koha will calculate fines only when items are
2946                     returned. If you have the fines cron job on and this preference set to "Do" then
2947                     this preference will calculate fines based on the cron (usually run nightly) and
2948                     then again when you check the item in.  This option is best for those who are
2949                     doing hourly loans.  If this preference is set to "Don't" then fines will only
2950                     be accrued if the fines cron job is running.</para>
2951                 </listitem>
2952               </itemizedlist></para>
2953             <para>
2954               <important>
2955                 <para>If you are doing hourly loans then you should have this set to 'Do'.</para>
2956               </important>
2957             </para>
2958           </section>
2959           <section id="RentalFeesCheckoutConfirmation">
2960             <title>RentalFeesCheckoutConfirmation</title>
2961             <para>Default: do not ask</para>
2962             <para>Asks: When checking out an item with rental fees, ___ for confirmation.</para>
2963             <para>Values:<itemizedlist>
2964                 <listitem>
2965                   <para>ask<screenshot>
2966                       <screeninfo>RentalFeesCheckoutConfirmation</screeninfo>
2967                       <mediaobject>
2968                         <imageobject>
2969                           <imagedata
2970                             fileref="images/admin/globalprefs/RentalFeesCheckoutConfirmation.png"/>
2971                         </imageobject>
2972                       </mediaobject>
2973                     </screenshot></para>
2974                 </listitem>
2975                 <listitem>
2976                   <para>do not ask</para>
2977                 </listitem>
2978               </itemizedlist></para>
2979             <para>Description:<itemizedlist>
2980                 <listitem>
2981                   <para>If you are charging rental fees for items this preference will make it so
2982                     that you can show (or not show) a confirmation before checking out an item that
2983                     will incur a rental charge.</para>
2984                 </listitem>
2985               </itemizedlist></para>
2986           </section>
2987           <section id="UpdateNotForLoanStatusOnCheckin">
2988             <title>UpdateNotForLoanStatusOnCheckin</title>
2989             <para>Asks: This is a list of value pairs. When an item is checked in, if the not for
2990               loan value on the left matches the items not for loan value it will be updated to the
2991               right-hand value. E.g. '-1: 0' will cause an item that was set to 'Ordered' to now be
2992               available for loan. Each pair of values should be on a separate line. </para>
2993           </section>
2994         </section>
2995
2996         <section id="circcheckoutpolicy">
2997           <title>Checkout Policy</title>
2998
2999           <para/>
3000
3001           <section id="AgeRestrictionMarker">
3002             <title>AgeRestrictionMarker</title>
3003
3004             <para>Asks: Restrict patrons with the following target audience
3005             values from checking out inappropriate materials: ___</para>
3006
3007             <para>Description:</para>
3008
3009             <itemizedlist>
3010               <listitem>
3011                 <para>This preference defines certain keywords that will
3012                 trigger Koha to restrict checkout based on age. These
3013                 restrictions can be overridden by the <link linkend="AgeRestrictionOverride">AgeRestrictionOverride</link>
3014                 preference. Enter in this field a series of keywords separated
3015                 by bar (|) with no spaces. For example PG|R|E|EC|Age| will
3016                 look for PG followed by an age number, R folllowed by an age
3017                 number, Age followed by an age number, and so on. These values
3018                 can appear in any MARC field, but Library of Congress
3019                 recommends the 521$a (Target Audience Note). Whatever field
3020                 you decide to use you must map the word agerestriction in the
3021                 biblioitems table to that field in the <link linkend="kohamarcmapping">Koha to MARC Mapping</link>. When
3022                 cataloging you can enter values like PG 13 or E 10 in the
3023                 521$a and Koha will then notify circulation librarians that
3024                 the material may not be recommended for the patron based on
3025                 their age.<important>
3026                     <para>You must map the word agerestriction in the biblioitems table to the MARC
3027                       field where this information will appear via the <link linkend="kohamarcmapping">Koha to MARC Mapping</link> administration
3028                       area.</para>
3029                   </important></para>
3030               </listitem>
3031             </itemizedlist>
3032           </section>
3033
3034           <section id="AgeRestrictionOverride">
3035             <title>AgeRestrictionOverride</title>
3036
3037             <para>Default: Don't allow</para>
3038
3039             <para>Asks: ___ staff to check out an item with age
3040             restriction.</para>
3041
3042             <para>Values:</para>
3043
3044             <itemizedlist>
3045               <listitem>
3046                 <para>Allow</para>
3047
3048                 <screenshot>
3049                   <screeninfo>Allow age restriction override</screeninfo>
3050
3051                   <mediaobject>
3052                     <imageobject>
3053                       <imagedata fileref="images/admin/globalprefs/AgeRestrictionOverride.png"/>
3054                     </imageobject>
3055                   </mediaobject>
3056                 </screenshot>
3057               </listitem>
3058
3059               <listitem>
3060                 <para>Don't allow</para>
3061
3062                 <screenshot>
3063                   <screeninfo>Don't allow age restriction
3064                   override</screeninfo>
3065
3066                   <mediaobject>
3067                     <imageobject>
3068                       <imagedata fileref="images/admin/globalprefs/AgeRestrictionMarker.png"/>
3069                     </imageobject>
3070                   </mediaobject>
3071                 </screenshot>
3072               </listitem>
3073             </itemizedlist>
3074
3075             <para>Description:</para>
3076
3077             <itemizedlist>
3078               <listitem>
3079                 <para>When the <link linkend="AgeRestrictionMarker">AgeRestrictionMarker</link>
3080                 preference is set, Koha will try to warn circulation
3081                 librarians before checking out an item that might have an age
3082                 restriction listed in the MARC record. This preference asks if
3083                 you would like the staff to be able to still check out these
3084                 items to patrons under the age limit.</para>
3085               </listitem>
3086             </itemizedlist>
3087           </section>
3088
3089           <section id="AllFinesNeedOverride">
3090             <title>AllFinesNeedOverride</title>
3091
3092             <para>Default: Require</para>
3093
3094             <para>Asks: ___ staff to manually override all fines, even fines
3095             less than <link linkend="noissuescharge">noissuescharge</link>.</para>
3096
3097             <para>Values:</para>
3098
3099             <itemizedlist>
3100               <listitem>
3101                 <para>Don't require</para>
3102               </listitem>
3103
3104               <listitem>
3105                 <para>Require</para>
3106               </listitem>
3107             </itemizedlist>
3108
3109             <para>Description:</para>
3110
3111             <itemizedlist>
3112               <listitem>
3113                 <para>This preference let's you decide if you want to always
3114                 be warned that the patron has fines when checking out. If you
3115                 have it set to 'Require' then no matter how much money the
3116                 patron owes a message will pop up warning you that the patron
3117                 owes money.</para>
3118               </listitem>
3119             </itemizedlist>
3120           </section>
3121
3122           <section id="AllowFineOverride">
3123             <title>AllowFineOverride</title>
3124
3125             <para>Default: Don't allow</para>
3126
3127             <para>Asks: ___ staff to manually override and check out items to
3128             patrons who have more than <link linkend="noissuescharge">noissuescharge</link> in fines.</para>
3129
3130             <para>Values:</para>
3131
3132             <itemizedlist>
3133               <listitem>
3134                 <para>Allow</para>
3135               </listitem>
3136
3137               <listitem>
3138                 <para>Don't allow</para>
3139               </listitem>
3140             </itemizedlist>
3141
3142             <para>Description:</para>
3143
3144             <itemizedlist>
3145               <listitem>
3146                 <para>This preference lets you decide if you staff can check
3147                 out to patrons who owe more money than you usually let them
3148                 carry on their account. If set to 'Allow' staff will be warned
3149                 that the patrons owes money, but it won't stop the staff from
3150                 checking out to the patron.</para>
3151               </listitem>
3152             </itemizedlist>
3153           </section>
3154
3155           <section id="AllowItemsOnHoldCheckout">
3156             <title>AllowItemsOnHoldCheckout</title>
3157
3158             <para>Default: Don't allow</para>
3159
3160             <para>Asks: ___ checkouts of items reserved to someone else. If
3161             allowed do not generate RESERVE_WAITING and RESERVED warning. This
3162             allows self checkouts for those items.</para>
3163
3164             <para>Values:</para>
3165
3166             <itemizedlist>
3167               <listitem>
3168                 <para>Allow</para>
3169               </listitem>
3170
3171               <listitem>
3172                 <para>Don't allow</para>
3173               </listitem>
3174             </itemizedlist>
3175
3176             <important>
3177               <para>This system preference relates only to SIP based self
3178               checkout, not Koha's web based self checkout.</para>
3179             </important>
3180
3181             <para>Description:</para>
3182
3183             <itemizedlist>
3184               <listitem>
3185                 <para>When this preference is set to 'Allow' patrons will be
3186                 able to use your external self check machine to check out a
3187                 book to themselves even if it's on hold for someone else. If
3188                 you would like Koha to prevent people from checking out books
3189                 that are on hold for someone else set this preference to
3190                 "Don't allow."</para>
3191               </listitem>
3192             </itemizedlist>
3193           </section>
3194
3195           <section id="AllowNotForLoanOverride">
3196             <title>AllowNotForLoanOverride</title>
3197
3198             <para>Default: Allow</para>
3199
3200             <para>Asks: ___ staff to override and check out items that are
3201             marked as not for loan.</para>
3202
3203             <para>Values:</para>
3204
3205             <itemizedlist>
3206               <listitem>
3207                 <para>Allow</para>
3208               </listitem>
3209
3210               <listitem>
3211                 <para>Don't allow</para>
3212               </listitem>
3213             </itemizedlist>
3214
3215             <para>Description:</para>
3216
3217             <itemizedlist>
3218               <listitem>
3219                 <para>This parameter is a binary setting which controls the
3220                 ability of staff (patrons will always be prevented from
3221                 checking these items out) to check out items that are marked
3222                 as "not for loan". Setting it to "Allow" would allow such
3223                 items to be checked out, setting it to "Don't allow" would
3224                 prevent this. This setting determines whether items meant to
3225                 stay in the library, such as reference materials, and other
3226                 library resources can be checked out by patrons.</para>
3227               </listitem>
3228             </itemizedlist>
3229           </section>
3230
3231           <section id="AllowRenewalLimitOverride">
3232             <title>AllowRenewalLimitOverride</title>
3233
3234             <para>Default: Allow</para>
3235
3236             <para>Asks: ___ staff to manually override the renewal limit and
3237             renew a checkout when it would go over the renewal limit.</para>
3238
3239             <para>Values:</para>
3240
3241             <itemizedlist>
3242               <listitem>
3243                 <para>Allow</para>
3244               </listitem>
3245
3246               <listitem>
3247                 <para>Don't allow</para>
3248               </listitem>
3249             </itemizedlist>
3250
3251             <para>Description:</para>
3252
3253             <itemizedlist>
3254               <listitem>
3255                 <para>This preference is a binary setting which controls the
3256                 ability of staff to override the limits placed on the number
3257                 of times an item can be renewed. Setting it to "Allow" would
3258                 allow such limits to be overridden, setting it to "Don't
3259                 allow" would prevent this. This is a preference in which if it
3260                 is set to "allow" it would allow the library staff to use
3261                 their judgment for overriding the renew limit for special
3262                 cases, setting it to "Don't allow" prevents an opportunity for
3263                 abuse by the library staff.</para>
3264               </listitem>
3265             </itemizedlist>
3266           </section>
3267
3268           <section id="AllowReturnToBranch">
3269             <title>AllowReturnToBranch</title>
3270
3271             <para>Default: to any library</para>
3272
3273             <para>Asks: Allow materials to be returned to ___</para>
3274
3275             <para>Values:</para>
3276
3277             <itemizedlist>
3278               <listitem>
3279                 <para>either the library the item is from or the library it
3280                 was checked out from.</para>
3281               </listitem>
3282
3283               <listitem>
3284                 <para>only the library the item is from.</para>
3285               </listitem>
3286
3287               <listitem>
3288                 <para>only the library the item was checked out from.</para>
3289               </listitem>
3290
3291               <listitem>
3292                 <para>to any library.</para>
3293               </listitem>
3294             </itemizedlist>
3295
3296             <para>Description:</para>
3297
3298             <itemizedlist>
3299               <listitem>
3300                 <para>This preference lets the library system decide how they
3301                 will accept returns. Some systems allow for items to be
3302                 returned to any library in the system (the default value of
3303                 this preference) others want to limit item returns to only
3304                 specific branches. This preference will allow you to limit
3305                 item returns (checkins) to the branch(es) set in the
3306                 value.</para>
3307               </listitem>
3308             </itemizedlist>
3309           </section>
3310           <section id="AllowTooManyOverride">
3311             <title>AllowTooManyOverride</title>
3312             <para>Default: Allow</para>
3313             <para>Asks: ___  staff to override and check out items when the patron has reached the
3314               maximum number of allowed checkouts.</para>
3315             <para>Values:</para>
3316             <itemizedlist>
3317                 <listitem>
3318                   <para>Allow</para>
3319                   <screenshot>
3320                       <screeninfo>Allow too many checkouts override</screeninfo>
3321                       <mediaobject>
3322                         <imageobject>
3323                           <imagedata fileref="images/admin/globalprefs/AllowTooManyOverride-yes.png"
3324                           />
3325                         </imageobject>
3326                       </mediaobject>
3327                     </screenshot>
3328                 </listitem>
3329                 <listitem>
3330                   <para>Don't allow</para>
3331                   <screenshot>
3332                     <screeninfo>Don't allow too many checkouts override</screeninfo>
3333                     <mediaobject>
3334                       <imageobject>
3335                         <imagedata fileref="images/admin/globalprefs/AllowTooManyOverride-no.png"/>
3336                       </imageobject>
3337                     </mediaobject>
3338                   </screenshot>
3339                 </listitem>
3340               </itemizedlist>
3341             <para>Description:<itemizedlist>
3342                 <listitem>
3343                   <para>If this preference is set to "Allow" then staff all will be presented with
3344                     an option to checkout more items to a patron than are normally allowed in the
3345                       <link linkend="circfinerules">Circulation and Fine Rules</link>.  If this
3346                     preference is set to "Don't allow" then no staff member will be able to check
3347                     out more than the circulation limit.</para>
3348                 </listitem>
3349               </itemizedlist></para>
3350           </section>
3351
3352           <section id="AutomaticItemReturn">
3353             <title>AutomaticItemReturn</title>
3354
3355             <para>Default: Do</para>
3356
3357             <para>Asks: ___ automatically transfer items to their home branch
3358             when they are returned.</para>
3359
3360             <para>Values:</para>
3361
3362             <itemizedlist>
3363               <listitem>
3364                 <para>Do</para>
3365               </listitem>
3366
3367               <listitem>
3368                 <para>Don't</para>
3369               </listitem>
3370             </itemizedlist>
3371
3372             <para>Description:</para>
3373
3374             <itemizedlist>
3375               <listitem>
3376                 <para>This preference is a binary setting which determines
3377                 whether an item is returned to its home branch automatically
3378                 or not. If set to "Don't", the staff member checking an item
3379                 in at a location other than the item's home branch will be
3380                 asked whether the item will remain at the non-home branch (in
3381                 which case the new location will be marked as a holding
3382                 location) or returned. Setting it to "Do" will ensure that
3383                 items checked in at a branch other than their home branch will
3384                 be sent to that home branch.</para>
3385               </listitem>
3386             </itemizedlist>
3387           </section>
3388           <section id="AutoRemoveOverduesRestrictions">
3389             <title>AutoRemoveOverduesRestrictions</title>
3390             <para>Default: Do not</para>
3391             <para>Asks: ___ allow OVERDUES restrictions triggered by sent notices to be cleared
3392               automatically when all overdue items are returned by a patron. </para>
3393             <para>Values:<itemizedlist>
3394                 <listitem>
3395                   <para>Do</para>
3396                 </listitem>
3397                 <listitem>
3398                   <para>Do not</para>
3399                 </listitem>
3400               </itemizedlist></para>
3401             <para>Description:<itemizedlist>
3402                 <listitem>
3403                   <para>Using the <link linkend="noticetriggers">Overdue Notice/Status
3404                       Triggers</link> you can restrict patrons after they receive an overdue notice.
3405                     This preference lets you define whether Koha will automatically remove that
3406                     restriction once the overdue items in question are returned or not.</para>
3407                 </listitem>
3408               </itemizedlist></para>
3409           </section>
3410
3411           <section id="CircControl">
3412             <title>CircControl</title>
3413
3414             <para>Default: the library the item is from</para>
3415
3416             <para>Asks: Use the checkout and fines rules of ___</para>
3417
3418             <para>Values:</para>
3419
3420             <itemizedlist>
3421               <listitem>
3422                 <para>the library the item is from</para>
3423
3424                 <itemizedlist>
3425                   <listitem>
3426                     <para>The <link linkend="circfinerules">circulation and fines policies</link>
3427                       will be determined by the item's library where <link
3428                         linkend="HomeOrHoldingBranch">HomeOrHoldingBranch</link> chooses if item's
3429                       home library is used or holding library is used.</para>
3430                   </listitem>
3431                 </itemizedlist>
3432               </listitem>
3433
3434               <listitem>
3435                 <para>the library the patron is from</para>
3436
3437                 <itemizedlist>
3438                   <listitem>
3439                     <para>The <link linkend="circfinerules">circulation and fines policies</link>
3440                       will be determined the patron's home library</para>
3441                   </listitem>
3442                 </itemizedlist>
3443               </listitem>
3444
3445               <listitem>
3446                 <para>the library you are logged in at</para>
3447
3448                 <itemizedlist>
3449                   <listitem>
3450                     <para>The <link linkend="circfinerules">circulation and fines policies</link>
3451                       will be determined by the library that checked the item out to the
3452                       patron</para>
3453                   </listitem>
3454                 </itemizedlist>
3455               </listitem>
3456             </itemizedlist>
3457           </section>
3458           <section id="ConsiderOnSiteCheckoutsAsNormalCheckouts">
3459             <title>ConsiderOnSiteCheckoutsAsNormalCheckouts</title>
3460             <para>Default: Consider</para>
3461             <para>Asks: ___ on-site checkouts as normal checkouts. If enabled, the number of
3462               checkouts allowed will be normal checkouts + on-site checkouts. If disabled, both
3463               values will be checked separately. </para>
3464             <para>Values:<itemizedlist>
3465                 <listitem>
3466                   <para>Consider</para>
3467                 </listitem>
3468                 <listitem>
3469                   <para>Don't consider</para>
3470                 </listitem>
3471               </itemizedlist></para>
3472             <para>Description:<itemizedlist>
3473                 <listitem>
3474                   <para>This preference allows you to decide if checkouts that are <link
3475                       linkend="OnSiteCheckouts">OnSiteCheckouts</link> are counted toward the total
3476                     checkouts a patron can have. You can also set your <link linkend="circfinerules"
3477                       >circulation and fine rules</link> to allow only a certain number of normal
3478                     and OnSite checkouts.</para>
3479                 </listitem>
3480               </itemizedlist></para>
3481           </section>
3482           <section id="DefaultLongOverdueChargeValue">
3483             <title>DefaultLongOverdueChargeValue</title>
3484             <para>Asks: Charge a lost item to the borrower's account when the LOST value of the item
3485               changes to ___</para>
3486             <para>Description: <itemizedlist>
3487                 <listitem>
3488                   <para>Leave this field empty if you don't want to charge the user for lost items.
3489                     If you want the user to be charged enter the <link linkend="lost">LOST
3490                       authorized value</link> you are using in the <link
3491                       linkend="DefaultLongOverdueLostValue">DefaultLongOverdueLostValue</link>
3492                     preference. This preference is used when the <link linkend="longoverduecron"
3493                       >longoverdue cron job</link> is called without the --charge parameter.</para>
3494                 </listitem>
3495               </itemizedlist></para>
3496           </section>
3497           <section id="DefaultLongOverdueLostValue">
3498             <title>DefaultLongOverdueLostValue &amp; DefaultLongOverdueDays </title>
3499             <para>Asks: By default, set the LOST value of an item to ___ when the item has been
3500               overdue for more than ___ days. </para>
3501             <para>Description:<itemizedlist>
3502                 <listitem>
3503                   <para>These preferences are used when the <link linkend="longoverduecron"
3504                       >longoverdue cron job</link> is called without the --lost parameter. It allows
3505                     users to set the values of the <link linkend="longoverduecron">longoverdue
3506                       cron</link> without having to edit the crontab.  Setting the values to 1 and
3507                     30 for example will mark the item with the <link linkend="lost">LOST authorized
3508                       value</link> of 1 after the item is 30 days overdue. </para>
3509                 </listitem>
3510               </itemizedlist></para>
3511           </section>
3512           <section id="HoldsInNoissuesCharge">
3513             <title>HoldsInNoissuesCharge</title>
3514             <para>Default: Don't include</para>
3515             <para>Asks: ___ hold charges when summing up charges for noissuescharge.</para>
3516             <para>Values:<itemizedlist>
3517                 <listitem>
3518                   <para>Don't include</para>
3519                 </listitem>
3520                 <listitem>
3521                   <para>Include</para>
3522                 </listitem>
3523               </itemizedlist></para>
3524           </section>
3525
3526           <section id="HomeOrHoldingBranch">
3527             <title>HomeOrHoldingBranch</title>
3528
3529             <para>Default: the library the item was checked out from</para>
3530
3531             <para>Asks: Use the checkout and fines rules of ___</para>
3532
3533             <para>Values:</para>
3534
3535             <itemizedlist>
3536               <listitem>
3537                 <para>the library the item is from<itemizedlist>
3538                     <listitem>
3539                       <para>This is equivalent to 'home library'</para>
3540                     </listitem>
3541                   </itemizedlist></para>
3542               </listitem>
3543
3544               <listitem>
3545                 <para>the library the item was checked out from<itemizedlist>
3546                     <listitem>
3547                       <para>This is equivalent to 'holding library'</para>
3548                     </listitem>
3549                   </itemizedlist></para>
3550               </listitem>
3551             </itemizedlist>
3552             <para>Description:</para>
3553             <itemizedlist>
3554               <listitem>
3555                 <para>This preference does several things.  <itemizedlist>
3556                     <listitem>
3557                       <para>If <link linkend="CircControl">CircControl</link> is set to 'the library
3558                         the item is from' then the <link linkend="circfinerules">circulation and
3559                           fines policies</link> will be determined by the item's library where
3560                         HomeOrHoldingBranch chooses if item's home library is used or holding
3561                         library is used.</para>
3562                     </listitem>
3563                     <listitem>
3564                       <para>If <link linkend="IndependentBranches">IndependentBranches</link> is set
3565                         to 'Prevent' then the value of this preference is used in figuring out if
3566                         the item can be checked out.  If the item's home library does not match the
3567                         logged in library, the item cannot be checked out unless you are a <link
3568                           linkend="patronpermsdefined">superlibrarian</link>.</para>
3569                     </listitem>
3570                   </itemizedlist></para>
3571               </listitem>
3572             </itemizedlist>
3573             <important>
3574               <para>It is not recommend that this setting be changed after initial setup of Koha
3575                 because it will change the behavior of items already checked out.</para>
3576             </important>
3577           </section>
3578
3579           <section id="InProcessingToShelvingCart">
3580             <title>InProcessingToShelvingCart</title>
3581
3582             <para>Default: Don't move</para>
3583
3584             <para>Asks: ___ items that have the location PROC to the location
3585             CART when they are checked in.</para>
3586
3587             <para>Values:</para>
3588
3589             <itemizedlist>
3590               <listitem>
3591                 <para>Don't move</para>
3592               </listitem>
3593
3594               <listitem>
3595                 <para>Move</para>
3596               </listitem>
3597             </itemizedlist>
3598             <para>Description:<itemizedlist>
3599                 <listitem>
3600                   <para>This preference is used to manage automatically changing item locations from
3601                     processing (PROC) to the book cart (CART). A <link linkend="proccartcron">cron
3602                       job</link> needs to be set to run at specified intervals to age items from
3603                     CART to the permanent shelving location. (For example, an hourly cron entry of
3604                     cart_to_shelf.pl --hours 3 where --hours is the amount of time an item should
3605                     spend on the cart before aging to its permanent location.) More information can
3606                     be found in the <link linkend="processinglocations">related chapter</link> in
3607                     this manual.</para>
3608
3609                     <itemizedlist>
3610                       <listitem>
3611                         <note>
3612                           <para>If the <link linkend="ReturnToShelvingCart"
3613                               >ReturnToShelvingCart</link> system preference is turned on, any newly
3614                             checked-in item is also automatically put into the shelving cart, to be
3615                             covered by the same script run.</para>
3616                         </note>
3617                       </listitem>
3618                       <listitem>
3619                         <important>
3620                           <para>Checkins with confirmed holds will not go into the shelving cart. If
3621                             items on the shelving cart are checked out, the cart location will be
3622                             cleared.</para>
3623                         </important>
3624                       </listitem>
3625                     </itemizedlist>
3626
3627                 </listitem>
3628               </itemizedlist></para>
3629           </section>
3630
3631           <section id="IssuingInProcess">
3632             <title>IssuingInProcess</title>
3633
3634             <para>Default: Don't prevent</para>
3635
3636             <para>Asks: ___ patrons from checking out an item whose rental
3637             charge would take them over the limit.</para>
3638
3639             <para>Values:</para>
3640
3641             <itemizedlist>
3642               <listitem>
3643                 <para>Don't prevent</para>
3644               </listitem>
3645
3646               <listitem>
3647                 <para>Prevent</para>
3648               </listitem>
3649             </itemizedlist>
3650
3651             <para>Description:</para>
3652
3653             <itemizedlist>
3654               <listitem>
3655                 <para>This preference determines if a patron can check items
3656                 out if there is an overdue fine on the account and any of the
3657                 materials the patron wishes to check out will potentially tip
3658                 the account balance over the maximum fines policy the library
3659                 has in place.</para>
3660               </listitem>
3661             </itemizedlist>
3662
3663             <para>Example: Your library has a $5 limit set for 'fines' (ie,
3664             after incurring $5 in fines, a patron can no longer check out
3665             items). A patron comes to the desk with 5 items to check out (4
3666             books and a video) The patron has $4 in charges already on their
3667             account. One of the videos has a rental charge of $1, therefore
3668             making the total fines on the patron's account suddenly $5 (the
3669             limit).</para>
3670           </section>
3671
3672           <section id="IssueLostItem">
3673             <title>IssueLostItem</title>
3674
3675             <para>Default: display a message</para>
3676
3677             <para>Asks: When issuing an item that has been marked as lost,
3678             ___.</para>
3679
3680             <para>Values:</para>
3681
3682             <itemizedlist>
3683               <listitem>
3684                 <para>display a message</para>
3685
3686                 <screenshot>
3687                   <screeninfo>Lost message when checking out</screeninfo>
3688
3689                   <mediaobject>
3690                     <imageobject>
3691                       <imagedata fileref="images/admin/globalprefs/IssueLostItem-msg.png"/>
3692                     </imageobject>
3693                   </mediaobject>
3694                 </screenshot>
3695               </listitem>
3696
3697               <listitem>
3698                 <para>do nothing</para>
3699
3700                 <itemizedlist>
3701                   <listitem>
3702                     <para>This option will just check the item out without
3703                     notifying you that the item was marked lost.</para>
3704                   </listitem>
3705                 </itemizedlist>
3706               </listitem>
3707
3708               <listitem>
3709                 <para>require confirmation</para>
3710
3711                 <screenshot>
3712                   <screeninfo>Confirm checkout of lost item</screeninfo>
3713
3714                   <mediaobject>
3715                     <imageobject>
3716                       <imagedata fileref="images/admin/globalprefs/IssueLostItem-confirm.png"/>
3717                     </imageobject>
3718                   </mediaobject>
3719                 </screenshot>
3720               </listitem>
3721             </itemizedlist>
3722
3723             <para>Description:</para>
3724
3725             <itemizedlist>
3726               <listitem>
3727                 <para>This preference lets you define how library staff are
3728                 notified that an item with a lost status is being checked out.
3729                 This will help staff mark items as 'available' if you choose
3730                 to 'display a message' or 'require confirmation.' If you
3731                 choose to 'do nothing,' there will be no notification that the
3732                 item being checked out is marked as 'lost.'</para>
3733               </listitem>
3734             </itemizedlist>
3735           </section>
3736           <section id="ManInvInNoissuesCharge">
3737             <title>ManInvInNoissuesCharge</title>
3738             <para>Default: Include</para>
3739             <para>Asks: ___  MANUAL_INV charges when summing up charges for noissuescharge. </para>
3740             <para>Values:<itemizedlist>
3741                 <listitem>
3742                   <para>Don't include</para>
3743                 </listitem>
3744                 <listitem>
3745                   <para>Include</para>
3746                 </listitem>
3747               </itemizedlist></para>
3748             <para>Description:<itemizedlist>
3749                 <listitem>
3750                   <para>This preference lets you decide if charges entered as manual invoices are
3751                     included when calculating the <link linkend="noissuescharge">noissuescharge</link>. If this is set to include then Koha will include all
3752                     manual invoices when deciding if the patron owes too much money to check
3753                     anything else out of the library.  If it's set to Don't include then Koha will
3754                     ignore all manual invoice charges when figuring out if the patron owes too much
3755                     money to checkout additional materials.</para>
3756                 </listitem>
3757               </itemizedlist></para>
3758           </section>
3759
3760           <section id="maxoutstanding">
3761             <title>maxoutstanding</title>
3762
3763             <para>Default: 5</para>
3764
3765             <para>Asks: Prevent patrons from making holds on the OPAC if they
3766             owe more than ___ USD in fines.</para>
3767           </section>
3768
3769           <section id="noissuescharge">
3770             <title>noissuescharge</title>
3771
3772             <para>Default: 5</para>
3773
3774             <para>Asks: Prevent patrons from checking out books if they have
3775             more than ___ USD in fines.</para>
3776
3777             <para>Description:</para>
3778
3779             <itemizedlist>
3780               <listitem>
3781                 <para>This preference is the maximum amount of money owed to the library before the
3782                   user is banned from borrowing more items. Using the <link linkend="ManInvInNoissuesCharge">ManInvInNoissuesCharge</link> and <link linkend="RentalsInNoissuesCharge">RentalsInNoissuesCharge</link> preferences you
3783                   can control which types of charges are considered in this total. This also
3784                   coincides with <link linkend="maxoutstanding">maxoutstanding</link> that limits
3785                   patrons from placing holds when the maximum amount is owed to the library.</para>
3786               </listitem>
3787             </itemizedlist>
3788           </section>
3789           <section id="OnSiteCheckouts">
3790             <title>OnSiteCheckouts</title>
3791             <para>Default: Disable</para>
3792             <para>Asks: ___ the on-site checkouts feature.</para>
3793             <para>Values:<itemizedlist>
3794                 <listitem>
3795                   <para>Disable</para>
3796                 </listitem>
3797                 <listitem>
3798                   <para>Enable<screenshot>
3799                       <screeninfo>OnSiteCheckouts</screeninfo>
3800                       <mediaobject>
3801                         <imageobject>
3802                           <imagedata fileref="images/admin/globalprefs/OnSiteCheckouts.png"/>
3803                         </imageobject>
3804                       </mediaobject>
3805                     </screenshot></para>
3806                 </listitem>
3807               </itemizedlist></para>
3808             <para>Description:<itemizedlist>
3809                 <listitem>
3810                   <para>This preference lets you check out items that are 'not for loan' to patrons.
3811                     A checkbox is added to the checkout screen when this preference is set to
3812                     'Enable' labeled 'On-site checkout'. This allows you to track who's using items
3813                     that are normally not for loan or are in a closed stack setting.</para>
3814                 </listitem>
3815               </itemizedlist></para>
3816           </section>
3817           <section id="OnSiteCheckoutsForce">
3818             <title>OnSiteCheckoutsForce</title>
3819             <para>Default: Disable</para>
3820             <para>Asks: ___ the on-site for all cases (Even if a user is debarred, etc.).</para>
3821             <para>Values:<itemizedlist>
3822                 <listitem>
3823                   <para>Disable</para>
3824                 </listitem>
3825                 <listitem>
3826                   <para>Enable</para>
3827                   <screenshot>
3828                     <screeninfo>Force checkouts on restricted patrons</screeninfo>
3829                     <mediaobject>
3830                       <imageobject>
3831                         <imagedata fileref="images/admin/globalprefs/OnSiteCheckoutsForce.png"/>
3832                       </imageobject>
3833                     </mediaobject>
3834                   </screenshot>
3835                 </listitem>
3836
3837               </itemizedlist></para>
3838             <para>Description:<itemizedlist>
3839                 <listitem>
3840                   <para>This preference lets the staff override any restrictions a patron might have
3841                     and check out items for use within the library.  The <link
3842                       linkend="OnSiteCheckouts">OnSiteCheckouts</link> preference must first be set
3843                     to 'Enable' for this preference to be considered.</para>
3844                 </listitem>
3845               </itemizedlist></para>
3846           </section>
3847
3848           <section id="OverduesBlockCirc">
3849             <title>OverduesBlockCirc</title>
3850
3851             <para>Default: Ask for confirmation</para>
3852
3853             <para>Asks: ___ when checking out to a borrower that has overdues
3854             outstanding</para>
3855
3856             <para>Values:</para>
3857
3858             <itemizedlist>
3859               <listitem>
3860                 <para>Ask for confirmation</para>
3861
3862                 <itemizedlist>
3863                   <listitem>
3864                     <para>Will not let you check an item out to patrons with
3865                     overdues until a librarian confirms that it is okay</para>
3866                   </listitem>
3867                 </itemizedlist>
3868               </listitem>
3869
3870               <listitem>
3871                 <para>Block</para>
3872
3873                 <itemizedlist>
3874                   <listitem>
3875                     <para>Block all patrons with overdue items from being able
3876                     to check out</para>
3877                   </listitem>
3878                 </itemizedlist>
3879               </listitem>
3880
3881               <listitem>
3882                 <para>Don't block</para>
3883
3884                 <itemizedlist>
3885                   <listitem>
3886                     <para>Allow all patrons with overdue items to continue to
3887                     check out</para>
3888                   </listitem>
3889                 </itemizedlist>
3890               </listitem>
3891             </itemizedlist>
3892           </section>
3893           <section id="OverduesBlockRenewing">
3894             <title>OverduesBlockRenewing</title>
3895             <para>Default: allow renewing</para>
3896             <para>Asks: When a patron's checked out item is overdue, ___</para>
3897             <para>Values:<itemizedlist>
3898                 <listitem>
3899                   <para>allow renewing</para>
3900                 </listitem>
3901                 <listitem>
3902                   <para>block renewing for all the patron's items</para>
3903                 </listitem>
3904                 <listitem>
3905                   <para>block renewing for only this item</para>
3906                 </listitem>
3907               </itemizedlist></para>
3908           </section>
3909
3910           <section id="OverdueNoticeBcc">
3911             <title>OverdueNoticeBcc</title>
3912
3913             <para>Asks: Send all notices as a BCC to this email address
3914             ___</para>
3915
3916             <para>This preference makes it so that a librarian can get a copy of every notice sent
3917               out to patrons.<note>
3918                 <para>If you'd like more than one person to receive the blind copy you can simply
3919                   enter in multiple email addresses separated by commas.</para>
3920               </note><note>
3921                 <para>The name of this preference is misleading, it does not only send overdues, but
3922                   all notices to the BCC address.</para>
3923               </note></para>
3924           </section>
3925           <section id="OverdueNoticeCalendar">
3926             <title>OverdueNoticeCalendar</title>
3927             <para>Default: Ignore calendar</para>
3928             <para>Asks: ___  when working out the period for overdue notices</para>
3929             <para>Values:<itemizedlist>
3930                 <listitem>
3931                   <para>Ignore calendar<itemizedlist>
3932                       <listitem>
3933                         <para>Notices do not take holidays into account, so they will be sent even
3934                           if holidays have meant the item is not actually overdue yet</para>
3935                       </listitem>
3936                     </itemizedlist></para>
3937                 </listitem>
3938                 <listitem>
3939                   <para>Use calendar<itemizedlist>
3940                       <listitem>
3941                         <para>Notices take holidays into account, so they will not be sent if
3942                           holidays mean the item is not actually overdue yet</para>
3943                       </listitem>
3944                     </itemizedlist></para>
3945                 </listitem>
3946               </itemizedlist></para>
3947           </section>
3948
3949           <section id="PrintNoticesMaxLines">
3950             <title>PrintNoticesMaxLines</title>
3951
3952             <para>Asks: Include up to ___ item lines in a printed overdue
3953             notice.</para>
3954
3955             <note>
3956               <para>If the number of items is greater than this number, the
3957               notice will end with a warning asking the borrower to check
3958               their online account for a full list of overdue items.</para>
3959             </note>
3960
3961             <note>
3962               <para>Set to 0 to include all overdue items in the notice, no
3963               matter how many there are.</para>
3964             </note>
3965
3966             <important>
3967               <para>This preference only refers to the print notices, not
3968               those sent via email.</para>
3969             </important>
3970           </section>
3971
3972           <section id="RenewalPeriodBase">
3973             <title>RenewalPeriodBase</title>
3974
3975             <para>Default: the old due date of the checkout</para>
3976
3977             <para>Asks: When renewing checkouts, base the new due date on
3978             ___</para>
3979
3980             <para>Values:</para>
3981
3982             <itemizedlist>
3983               <listitem>
3984                 <para>the old due date of the checkout</para>
3985               </listitem>
3986
3987               <listitem>
3988                 <para>the current date</para>
3989               </listitem>
3990             </itemizedlist>
3991           </section>
3992           <section id="RenewalSendNotice">
3993             <title>RenewalSendNotice</title>
3994             <para> Default: Don't send </para>
3995             <para>Asks: ____ a renewal notice according to patron checkout alert preferences. </para>
3996             <para>Values: <itemizedlist>
3997                 <listitem>
3998                   <para>Don't send</para>
3999                 </listitem>
4000                 <listitem>
4001                   <para>Send</para>
4002                 </listitem>
4003               </itemizedlist></para>
4004             <para>Description:<itemizedlist>
4005                 <listitem>
4006                   <para>If a patron has chosen to receive a check out notice in their messaging
4007                     preferences and this preference is set to 'Send' then those patrons will also
4008                     receive a notice when they renew materials. You will want to set up a <link
4009                       linkend="addnotices">new notice</link> with the code of RENEWAL (if you don't
4010                     already have it) with custom text for renewing items.<important>
4011                       <para>This preference requires that you have <link
4012                           linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link>
4013                         set to 'Allow'</para>
4014                     </important></para>
4015                 </listitem>
4016               </itemizedlist></para>
4017           </section>
4018           <section id="RentalsInNoissuesCharge">
4019             <title>RentalsInNoissuesCharge</title>
4020             <para>Default: Include</para>
4021             <para>Asks: ___  rental charges when summing up charges for noissuescharge. </para>
4022             <para>Values:<itemizedlist>
4023                 <listitem>
4024                   <para>Don't include</para>
4025                 </listitem>
4026                 <listitem>
4027                   <para>Include</para>
4028                 </listitem>
4029               </itemizedlist></para>
4030             <para>Description:<itemizedlist>
4031                 <listitem>
4032                   <para>This preference lets you decide if rental charges are included when
4033                     calculating the <link linkend="noissuescharge">noissuescharge</link>. If this is
4034                     set to include then Koha will include all rental charges when deciding if the
4035                     patron owes too much money to check anything else out of the library.  If it's
4036                     set to Don't include then Koha will ignore all rental charges when figuring out
4037                     if the patron owes too much money to checkout additional materials.</para>
4038                 </listitem>
4039               </itemizedlist></para>
4040           </section>
4041           <section id="RestrictionBlockRenewing">
4042             <title>RestrictionBlockRenewing</title>
4043             <para>Default: Allow</para>
4044             <para>Asks: If patron is restricted, ___ renewing of items. </para>
4045             <para>Values:<itemizedlist>
4046                 <listitem>
4047                   <para>Allow</para>
4048                 </listitem>
4049                 <listitem>
4050                   <para>Block</para>
4051                 </listitem>
4052               </itemizedlist></para>
4053           </section>
4054
4055           <section id="ReturnBeforeExpiry">
4056             <title>ReturnBeforeExpiry</title>
4057
4058             <para>Default: Don't require</para>
4059
4060             <para>Asks: ___ patrons to return books before their accounts
4061             expire (by restricting due dates to before the patron's expiration
4062             date).</para>
4063
4064             <para>Values:</para>
4065
4066             <itemizedlist>
4067               <listitem>
4068                 <para>Don't require</para>
4069               </listitem>
4070
4071               <listitem>
4072                 <para>Require</para>
4073               </listitem>
4074             </itemizedlist>
4075
4076             <para>Description:</para>
4077
4078             <itemizedlist>
4079               <listitem>
4080                 <para>This is preference may prevent a patron from having
4081                 items checked out after their library card has expired. If
4082                 this is set to "Require", then a due date of any checked out
4083                 item can not be set for a date which falls after the patron's
4084                 card expiration. If the setting is left "Don't require" then
4085                 item check out dates may exceed the expiration date for the
4086                 patron's library card.</para>
4087               </listitem>
4088             </itemizedlist>
4089           </section>
4090
4091           <section id="ReturnToShelvingCart">
4092             <title>ReturnToShelvingCart</title>
4093
4094             <para>Default: Don't move</para>
4095
4096             <para>Asks: ___ all items to the location CART when they are
4097             checked in.</para>
4098
4099             <para>Values:</para>
4100
4101             <itemizedlist>
4102               <listitem>
4103                 <para>Don't move</para>
4104               </listitem>
4105
4106               <listitem>
4107                 <para>Move</para>
4108               </listitem>
4109             </itemizedlist>
4110             <para>Description:<itemizedlist>
4111                 <listitem>
4112                   <para>More information can be found in the <link linkend="processinglocations"
4113                       >related chapter</link> in this manual.</para>
4114                 </listitem>
4115               </itemizedlist></para>
4116           </section>
4117           <section id="StaffSearchResultsDisplayBranch">
4118             <title>StaffSearchResultsDisplayBranch</title>
4119             <para>Default: the library the item is held by</para>
4120             <para>Asks: For search results in the staff client, display the branch of ___</para>
4121             <para>Values:<itemizedlist>
4122                 <listitem>
4123                   <para>the library the item is from</para>
4124                 </listitem>
4125                 <listitem>
4126                   <para>the library the items is held by</para>
4127                 </listitem>
4128               </itemizedlist></para>
4129           </section>
4130
4131           <section id="TransfersMaxDaysWarning">
4132             <title>TransfersMaxDaysWarning</title>
4133
4134             <para>Default: 3</para>
4135
4136             <para>Asks: Show a warning on the "Transfers to Receive" screen if
4137             the transfer has not been received ___ days after it is
4138             sent.</para>
4139
4140             <para>Description:</para>
4141
4142             <itemizedlist>
4143               <listitem>
4144                 <para>The TransferMaxDaysWarning preference is set at a
4145                 default number of days. This preference allows for a warning
4146                 to appear after a set amount of time if an item being
4147                 transferred between library branches has not been received.
4148                 The warning will appear in the <link linkend="transferstoreceive">Transfers to Receive</link>
4149                 report.</para>
4150               </listitem>
4151             </itemizedlist>
4152           </section>
4153
4154           <section id="UseBranchTransferLimits">
4155             <title>UseBranchTransferLimits &amp;
4156             BranchTransferLimitsType</title>
4157
4158             <para>Defaults: Don't enforce &amp; collection code</para>
4159
4160             <para>Asks: ___ branch transfer limits based on ___</para>
4161
4162             <para>UseBranchTransferLimits Values:</para>
4163
4164             <itemizedlist>
4165               <listitem>
4166                 <para>Don't enforce</para>
4167               </listitem>
4168
4169               <listitem>
4170                 <para>Enforce</para>
4171               </listitem>
4172             </itemizedlist>
4173
4174             <para>BranchTransferLimitsType Values:</para>
4175
4176             <itemizedlist>
4177               <listitem>
4178                 <para>collection code</para>
4179               </listitem>
4180
4181               <listitem>
4182                 <para>item type</para>
4183               </listitem>
4184             </itemizedlist>
4185
4186             <para>BranchTransferLimitsType Description:</para>
4187
4188             <itemizedlist>
4189               <listitem>
4190                 <para>This parameter is a binary setting which determines
4191                 whether items are transferred according to item type or
4192                 collection code. This value determines how the library manager
4193                 is able to restrict what items can be transferred between the
4194                 branches.</para>
4195               </listitem>
4196             </itemizedlist>
4197           </section>
4198
4199           <section id="useDaysMode">
4200             <title>useDaysMode</title>
4201
4202             <para>Default: Don't include</para>
4203
4204             <para>Asks: Calculate the due date using ___.</para>
4205
4206             <para>Values:</para>
4207
4208             <itemizedlist>
4209               <listitem>
4210                 <para>circulation rules only.</para>
4211               </listitem>
4212
4213               <listitem>
4214                 <para>the calendar to push the due date to the next open
4215                 day.</para>
4216               </listitem>
4217
4218               <listitem>
4219                 <para>the calendar to skip all days the library is
4220                 closed.</para>
4221               </listitem>
4222             </itemizedlist>
4223
4224             <para>Description:</para>
4225
4226             <itemizedlist>
4227               <listitem>
4228                 <para>This preference controls how scheduled library closures
4229                 affect the due date of a material. The 'the calendar to skip
4230                 all days the library is closed' setting allows for a scheduled
4231                 closure not to count as a day in the loan period, the
4232                 'circulation rules only' setting would not consider the
4233                 scheduled closure at all, and 'the calendar to push the due
4234                 date to the next open day' would only effect the due date if
4235                 the day the item is due would fall specifically on the day of
4236                 closure.</para>
4237               </listitem>
4238             </itemizedlist>
4239
4240             <para>Example:</para>
4241
4242             <itemizedlist>
4243               <listitem>
4244                 <para>The library has put December 24th and 25th in as
4245                 closures on the calendar. A book checked out by a patron has a
4246                 due date of December 25th according to the circulation and
4247                 fine rules. If this preference is set to 'circulation rules
4248                 only' then the item will remain due on the 25th. If the
4249                 preference is set to 'the calendar to push the due date to the
4250                 next open day' then the due date will be December 26th. If the
4251                 preference is set to 'the calendar to skip all days the
4252                 library is closed' then the due date will be pushed to the
4253                 27th of December to accommodate for the two closed
4254                 days.</para>
4255               </listitem>
4256             </itemizedlist>
4257
4258             <para>The calendar is defined on a branch by branch basis. To
4259             learn more about the calendar, check out the '<link linkend="calholidays">Calendar &amp; Holidays</link>' section of
4260             this manual.</para>
4261           </section>
4262           <section id="UseTransportCostMatrix">
4263             <title>UseTransportCostMatrix</title>
4264             <para>Default: Don't use</para>
4265             <para>Asks: ___  Transport Cost Matrix for calculating optimal holds filling between
4266               branches.</para>
4267             <para>Values:<itemizedlist>
4268                 <listitem>
4269                   <para>Don't use</para>
4270                 </listitem>
4271                 <listitem>
4272                   <para>Use</para>
4273                 </listitem>
4274               </itemizedlist></para>
4275             <para>Description:<itemizedlist>
4276                 <listitem>
4277                   <para>If the system is configured to use the <link linkend="transportcostmatrix">Transport cost matrix</link> for filling holds, then when attempting to fill
4278                     a hold, the system will search for the lowest cost branch, and attempt to fill
4279                     the hold with an item from that branch first. Branches of equal cost will be
4280                     selected from randomly. The branch or branches of the next highest cost shall be
4281                     selected from only if all the branches in the previous group are unable to fill
4282                     the hold.</para>
4283                   <para>The system will use the item's current holding branch when determining
4284                     whether the item can fulfill a hold using the Transport Cost Matrix. </para>
4285                 </listitem>
4286               </itemizedlist></para>
4287           </section>
4288         </section>
4289         <section id="coursereserveprefs">
4290           <title>Course Reserves</title>
4291           <section id="UseCourseReserves">
4292             <title>UseCourseReserves</title>
4293             <para>Default: Don't use</para>
4294             <para>Asks: ___ course reserves</para>
4295             <para>Values:</para>
4296             <itemizedlist>
4297               <listitem>
4298                 <para>Don't use</para>
4299               </listitem>
4300               <listitem>
4301                 <para>Use</para>
4302               </listitem>
4303             </itemizedlist>
4304             <para>Description:<itemizedlist>
4305                 <listitem>
4306                   <para>The <link linkend="coursereserves">Course Reserves</link> module in Koha
4307                     allows you to temporarily move items to 'reserve' and assign different
4308                     circulation rules to these items while they are being used for a specific
4309                     course.</para>
4310                 </listitem>
4311               </itemizedlist></para>
4312           </section>
4313         </section>
4314
4315         <section id="circfinespolicy">
4316           <title>Fines Policy</title>
4317
4318           <para/>
4319
4320           <section id="finesCalendar">
4321             <title>finesCalendar</title>
4322
4323             <para>Default: not including the days the library is closed</para>
4324
4325             <para>Asks: Calculate fines based on days overdue ___</para>
4326
4327             <para>Values:</para>
4328
4329             <itemizedlist>
4330               <listitem>
4331                 <para>directly</para>
4332               </listitem>
4333
4334               <listitem>
4335                 <para>not including the days the library is closed</para>
4336               </listitem>
4337             </itemizedlist>
4338
4339             <para>Description:</para>
4340
4341             <itemizedlist>
4342               <listitem>
4343                 <para>This preference will determine whether or not fines will
4344                 be accrued during instances when the library is closed.
4345                 Examples include holidays, library in-service days, etc.
4346                 Choosing "not including the days the library is closed"
4347                 setting will enable Koha to access its <link linkend="calholidays">Calendar</link> module and be
4348                 considerate of dates when the library is closed. To make use
4349                 of this setting the administrator must first access Koha's
4350                 calendar and mark certain days as "holidays" ahead of
4351                 time.</para>
4352               </listitem>
4353             </itemizedlist>
4354
4355             <para>The calendar is defined on a branch by branch basis. To
4356             learn more about the calendar, check out the '<link linkend="calholidays">Calendar &amp; Holidays</link>' section of
4357             this manual.</para>
4358           </section>
4359           <section id="FinesIncludeGracePeriod">
4360             <title>FinesIncludeGracePeriod</title>
4361             <para>Default: Include</para>
4362             <para>Asks: ___  the grace period when calculating the fine for an overdue item.</para>
4363             <para>Values:<itemizedlist>
4364                 <listitem>
4365                   <para>Don't include</para>
4366                 </listitem>
4367                 <listitem>
4368                   <para>Include</para>
4369                 </listitem>
4370               </itemizedlist></para>
4371             <para>Description:<itemizedlist>
4372                 <listitem>
4373                   <para>This preference lets you control how Koha calculates fines when there is a
4374                     grace period. If you choose to include the grace period when calculating fines
4375                     then Koha will charge for the days in the grace period should the item be
4376                     overdue more than those days. If you choose not to include the grace period then
4377                     Koha will only charge for the days overdue after the grace period.</para>
4378                 </listitem>
4379               </itemizedlist></para>
4380           </section>
4381
4382           <section id="finesMode">
4383             <title>finesMode</title>
4384
4385             <para>Default: Calculate (but only for mailing to the
4386             admin)</para>
4387
4388             <para>Asks: ___ fines</para>
4389
4390             <para>Values:</para>
4391
4392             <itemizedlist>
4393               <listitem>
4394                 <para>Calculate (but only for mailing to the admin)</para>
4395               </listitem>
4396
4397               <listitem>
4398                 <para>Calculate and charge</para>
4399               </listitem>
4400
4401               <listitem>
4402                 <para>Don't calculate</para>
4403               </listitem>
4404             </itemizedlist>
4405
4406             <important>
4407               <para>Requires that you have the fines cron job running
4408               (misc/cronjobs/fines.pl)</para>
4409             </important>
4410           </section>
4411           <section id="RefundLostItemFeeOnReturn">
4412             <title>RefundLostItemFeeOnReturn</title>
4413             <para>Default: Refund</para>
4414             <para>Asks: ___  lost item fees charged to a borrower when the lost item is
4415               returned.</para>
4416             <para>Values:<itemizedlist>
4417                 <listitem>
4418                   <para>Don't refund</para>
4419                 </listitem>
4420                 <listitem>
4421                   <para>Refund</para>
4422                 </listitem>
4423               </itemizedlist></para>
4424             <para>Description:<itemizedlist>
4425                 <listitem>
4426                   <para>When an item is marked lost in Koha the system charges the patron the
4427                     replacement fee for the item.  This preference lets you control how Koha handles
4428                     returns of these items.  By default when an item that was previously marked lost
4429                     is checked in Koha refunds the patron the replacement fee. Change this
4430                     preference to "Don't refund" if you would like Koha to not refund the
4431                     replacement fee.</para>
4432                 </listitem>
4433               </itemizedlist></para>
4434           </section>
4435           <section id="WhenLostChargeReplacementFee">
4436             <title>WhenLostChargeReplacementFee</title>
4437             <para>Default: Charge</para>
4438             <para>Asks: ___  the replacement price when a patron loses an item. </para>
4439             <para>Values:<itemizedlist>
4440                 <listitem>
4441                   <para>Charge</para>
4442                 </listitem>
4443                 <listitem>
4444                   <para>Don't charge</para>
4445                 </listitem>
4446               </itemizedlist></para>
4447             <para>Description:<itemizedlist>
4448                 <listitem>
4449                   <para>This preference lets you tell Koha what to do with an item is marked lost.
4450                     If you want Koha can 'Charge' the patron the replacement fee listed on the item
4451                     they lost or it can do nothing in reference to the patron and just mark the item
4452                     lost in the catalog.</para>
4453                 </listitem>
4454               </itemizedlist></para>
4455           </section>
4456           <section id="WhenLostForgiveFine">
4457             <title>WhenLostForgiveFine</title>
4458             <para>Default: Don't forgive</para>
4459             <para>Asks: ___  the fines on an item when it is lost.</para>
4460             <para>Values:<itemizedlist>
4461                 <listitem>
4462                   <para>Don't forgive</para>
4463                 </listitem>
4464                 <listitem>
4465                   <para>Forgive</para>
4466                 </listitem>
4467               </itemizedlist></para>
4468             <para>Description:<itemizedlist>
4469                 <listitem>
4470                   <para>This preference allows the library to decide if fines are charged in
4471                     addition to the replacement fee when an item is marked as lost.  If this
4472                     preference is set to 'Forgive' then the patron won't be charged fines in
4473                     addition to the replacement fee.</para>
4474                 </listitem>
4475               </itemizedlist></para>
4476           </section>
4477         </section>
4478
4479         <section id="circholdspolicy">
4480           <title>Holds Policy</title>
4481
4482           <para/>
4483
4484           <section id="AllowHoldDateInFuture">
4485             <title>AllowHoldDateInFuture</title>
4486
4487             <para>Default: Allow</para>
4488
4489             <para>Asks: ___ hold requests to be placed that do not enter the
4490             waiting list until a certain future date.</para>
4491
4492             <para>Values:</para>
4493
4494             <itemizedlist>
4495               <listitem>
4496                 <para>Allow</para>
4497               </listitem>
4498
4499               <listitem>
4500                 <para>Don't allow</para>
4501               </listitem>
4502             </itemizedlist>
4503           </section>
4504
4505           <section id="AllowHoldsOnDamagedItems">
4506             <title>AllowHoldsOnDamagedItems</title>
4507
4508             <para>Default: Allow</para>
4509
4510             <para>Asks: ___ hold requests to be placed on damaged
4511             items.</para>
4512
4513             <para>Values:</para>
4514
4515             <itemizedlist>
4516               <listitem>
4517                 <para>Allow</para>
4518               </listitem>
4519
4520               <listitem>
4521                 <para>Don't allow</para>
4522               </listitem>
4523             </itemizedlist>
4524
4525             <para>Description:</para>
4526
4527             <itemizedlist>
4528               <listitem>
4529                 <para>This parameter is a binary setting which controls
4530                 whether or not hold requests can be placed on items that are
4531                 marked as "damaged" (items are marked as damaged by editing
4532                 subfield 4 on the item record). Setting this value to "Don't
4533                 allow" will prevent anyone from placing a hold on such items,
4534                 setting it to "Allow" will allow it. This preference is
4535                 important because it determines whether or not a patron can
4536                 place a request for an item that might be in the process of
4537                 being repaired or not in good condition. The library may wish
4538                 to set this to "Don't allow" if they were concerned about
4539                 their patrons not receiving the item in a timely manner or at
4540                 all (if it is determined that the item is beyond repair).
4541                 Setting it to "Allow" would allow a patron to place a hold on
4542                 an item and therefore receive it as soon as it becomes
4543                 available.</para>
4544               </listitem>
4545             </itemizedlist>
4546           </section>
4547           <section id="AllowHoldsOnPatronsPossessions">
4548             <title>AllowHoldsOnPatronsPossessions</title>
4549             <para>Default: Allow </para>
4550             <para>Asks: ____ a patron to place a hold on a record where the patron already has one
4551               or more items attached to that record checked out. </para>
4552             <para>Values:<itemizedlist>
4553                 <listitem>
4554                   <para>Allow</para>
4555                 </listitem>
4556                 <listitem>
4557                   <para>Don't allow</para>
4558                 </listitem>
4559               </itemizedlist></para>
4560             <para>Description:<itemizedlist>
4561                 <listitem>
4562                   <para>By setting to "Don't allow," you can prevent patrons from placing holds on
4563                     items they already have out, thus preventing them from blocking anyone else from
4564                     getting an item. </para>
4565                 </listitem>
4566               </itemizedlist></para>
4567           </section>
4568
4569           <section id="AllowHoldPolicyOverride">
4570             <title>AllowHoldPolicyOverride</title>
4571
4572             <para>Default: Allow</para>
4573
4574             <para>Asks: ___ staff to override hold policies when placing
4575             holds.</para>
4576
4577             <para>Values:</para>
4578
4579             <itemizedlist>
4580               <listitem>
4581                 <para>Allow</para>
4582               </listitem>
4583
4584               <listitem>
4585                 <para>Don't allow</para>
4586               </listitem>
4587             </itemizedlist>
4588
4589             <para>Description:</para>
4590
4591             <itemizedlist>
4592               <listitem>
4593                 <para>This preference is a binary setting which controls
4594                 whether or not the library staff can override the circulation
4595                 and fines rules as they pertain to the placement of holds.
4596                 Setting this value to "Don't allow" will prevent anyone from
4597                 overriding, setting it to "Allow" will allow it. This setting
4598                 is important because it determines how strict the libraries
4599                 rules for placing holds are. If this is set to "Allow",
4600                 exceptions can be made for patrons who are otherwise normally
4601                 in good standing with the library, but there is opportunity
4602                 for the staff to abuse this function. If it is set to "Don't
4603                 allow", no abuse of the system is possible, but it makes the
4604                 system entirely inflexible in respect to holds.</para>
4605               </listitem>
4606             </itemizedlist>
4607           </section>
4608           <section id="AllowRenewalIfOtherItemsAvailable">
4609             <title>AllowRenewalIfOtherItemsAvailable</title>
4610             <para>Default: Don't allow</para>
4611             <para>Asks: ___  a patron to renew an item with unfilled holds if other available items
4612               can fill that hold.</para>
4613             <para>Values:<itemizedlist>
4614                 <listitem>
4615                   <para>Allow</para>
4616                 </listitem>
4617                 <listitem>
4618                   <para>Don't allow</para>
4619                 </listitem>
4620               </itemizedlist></para>
4621           </section>
4622
4623           <section id="AutoResumeSuspendedHolds">
4624             <title>AutoResumeSuspendedHolds</title>
4625
4626             <para>Default: Allow</para>
4627
4628             <para>Asks: ___ suspended holds to be automatically resumed by a
4629             set date.</para>
4630
4631             <para>Values:</para>
4632
4633             <itemizedlist>
4634               <listitem>
4635                 <para>Allow</para>
4636               </listitem>
4637
4638               <listitem>
4639                 <para>Don't allow</para>
4640               </listitem>
4641             </itemizedlist>
4642
4643             <para>Description:</para>
4644
4645             <itemizedlist>
4646               <listitem>
4647                 <para>If this preference is set to 'Allow' then all suspended holds will be able to
4648                   have a date at after which they automatically become unsuspended. If you have this
4649                   preference set to 'Allow' you will also need the <link linkend="unsuspendholdcron">Unsuspend Holds</link> cron job running.</para>
4650               </listitem>
4651             </itemizedlist>
4652             <important>
4653               <para>The holds will become unsuspended the date after that entered by the
4654                 patron.</para>
4655             </important>
4656           </section>
4657
4658           <section id="canreservefromotherbranches">
4659             <title>canreservefromotherbranches</title>
4660
4661             <para>Default: Allow</para>
4662
4663             <para>Asks: ___ a user from one library to place a hold on an item
4664             from another library</para>
4665
4666             <para>Description:</para>
4667
4668             <itemizedlist>
4669               <listitem>
4670                 <para>This preference is a binary setting which determines
4671                 whether patrons can place holds on items from other branches.
4672                 If the preference is set to "Allow" patrons can place such
4673                 holds, if it is set to "Don't allow" they cannot. This is an
4674                 important setting because it determines if users can use Koha
4675                 to request items from another branch. If the library is
4676                 sharing an installation of Koha with other independent
4677                 libraries which do not wish to allow interlibrary borrowing it
4678                 is recommended that this parameter be set to "Don't
4679                 allow".</para>
4680               </listitem>
4681             </itemizedlist>
4682
4683             <para>Values:</para>
4684
4685             <itemizedlist>
4686               <listitem>
4687                 <para>Allow</para>
4688               </listitem>
4689
4690               <listitem>
4691                 <para>Don't allow (with <link linkend="IndependentBranches">independent
4692                     branches</link>)</para>
4693               </listitem>
4694             </itemizedlist>
4695           </section>
4696           <section id="ConfirmFutureHolds">
4697             <title>ConfirmFutureHolds</title>
4698             <para>Default: 0</para>
4699             <para>Asks: Confirm future hold requests (starting no later than ___ days from now) at
4700               checkin time.  </para>
4701             <para>Description:<itemizedlist>
4702                 <listitem>
4703                   <para>When confirming a hold at checkin time, the number of days in this
4704                     preference is taken into account when deciding which holds to show alerts for.
4705                     This preference does not interfere with renewing, checking out or transferring a
4706                     book.</para>
4707                 </listitem>
4708               </itemizedlist></para>
4709             <note>
4710               <para>This number of days will be used too in calculating the default end date for the
4711                 Holds to pull-report. But it does not interfere with issuing, renewing or
4712                 transferring books.</para>
4713             </note>
4714             <important>
4715               <para>This preference is only looked at if you're allowing hold dates in the future
4716                 with <link linkend="AllowHoldDateInFuture">AllowHoldDateInFuture</link> or <link
4717                   linkend="OPACAllowHoldDateInFuture">OPACAllowHoldDateInFuture</link></para>
4718             </important>
4719           </section>
4720           <section id="decreaseLoanHighHolds">
4721             <title>decreaseLoanHighHolds, decreaseLoanHighHoldsDuration and
4722               decreaseLoanHighHoldsValue</title>
4723             <para>Asks: ___ the reduction of loan period to ___ days for items with more than ___
4724               holds. </para>
4725             <para>decreaseLoanHighHolds default: Don't enable</para>
4726             <para>decreaseLoanHighHolds values:<itemizedlist>
4727                 <para>Don't enable</para>
4728                 <listitem>
4729                   <para>Enable</para>
4730                 </listitem>
4731               </itemizedlist>Description:<itemizedlist>
4732                 <listitem>
4733                   <para>These preferences let you change the loan length for items that have many
4734                     holds on them.  This will not effect items that are already checked out, but
4735                     items that are checked out after the decreaseLoanHighHoldsValue is met will only
4736                     be checked out for the number of days entered in the
4737                     decreaseLoanHighHoldsDuration preference.</para>
4738                   <screenshot>
4739                     <screeninfo>Warning on checkout</screeninfo>
4740                     <mediaobject>
4741                       <imageobject>
4742                         <imagedata fileref="images/admin/globalprefs/decreaseLoanHighHoldsDuration.png"/>
4743                       </imageobject>
4744                     </mediaobject>
4745                   </screenshot>
4746                 </listitem>
4747               </itemizedlist></para>
4748           </section>
4749
4750           <section id="DisplayMultiPlaceHold">
4751             <title>DisplayMultiPlaceHold</title>
4752
4753             <para>Default: Don't enable</para>
4754
4755             <para>Asks: ___ the ability to place holds on multiple biblio from
4756             the search results</para>
4757
4758             <para>Values:</para>
4759
4760             <itemizedlist>
4761               <listitem>
4762                 <para>Don't enable</para>
4763               </listitem>
4764
4765               <listitem>
4766                 <para>Enable</para>
4767               </listitem>
4768             </itemizedlist>
4769           </section>
4770
4771           <section id="emailLibrarianWhenHoldIsPlaced">
4772             <title>emailLibrarianWhenHoldIsPlaced</title>
4773
4774             <para>Default: Don't enable</para>
4775
4776             <para>Asks: ___ sending an email to the Koha administrator email
4777             address whenever a hold request is placed.</para>
4778
4779             <para>Values:</para>
4780
4781             <itemizedlist>
4782               <listitem>
4783                 <para>Don't enable</para>
4784               </listitem>
4785
4786               <listitem>
4787                 <para>Enable</para>
4788               </listitem>
4789             </itemizedlist>
4790
4791             <para>Description:</para>
4792
4793             <itemizedlist>
4794               <listitem>
4795                 <para>This preference enables Koha to email the library staff
4796                 whenever a patron requests an item to be held. While this
4797                 function will immediately alert the librarian to the patron's
4798                 need, it is extremely impractical in most library settings. In
4799                 most libraries the hold lists are monitored and maintained
4800                 from a separate interface. That said, many libraries that
4801                 allow on shelf holds prefer to have this preference turned on
4802                 so that they are alerted to pull an item from the
4803                 shelf.</para>
4804               </listitem>
4805             </itemizedlist>
4806
4807             <important>
4808               <para>In order for this email to send you must have a <link linkend="notices"
4809                   >notice</link> template with the code of HOLDPLACED</para>
4810             </important>
4811
4812             <important>
4813               <para>This notice will only be sent if the <link linkend="msgqueuecron">process_message_queue.pl cronjob</link>
4814               being run periodically to send the messages.</para>
4815             </important>
4816           </section>
4817
4818           <section id="ExpireReservesMaxPickUpDelay">
4819             <title>ExpireReservesMaxPickUpDelay</title>
4820
4821             <para>Default: Don't allow</para>
4822
4823             <para>Asks: ___ holds to expire automatically if they have not
4824             been picked by within the time period specified in <link linkend="ReservesMaxPickUpDelay">ReservesMaxPickUpDelay</link></para>
4825
4826             <para>Values:</para>
4827
4828             <itemizedlist>
4829               <listitem>
4830                 <para>Allow</para>
4831               </listitem>
4832
4833               <listitem>
4834                 <para>Don't allow</para>
4835               </listitem>
4836             </itemizedlist>
4837
4838             <para>Description:</para>
4839
4840             <itemizedlist>
4841               <listitem>
4842                 <para>If set to 'allow' this will cancel holds that have been
4843                 waiting for longer than the number of days specified in the
4844                 <link linkend="ReservesMaxPickUpDelay">ReservesMaxPickUpDelay</link>
4845                 system preference. Holds will only be cancelled if the <link linkend="expiredholdscron">Expire Holds cron job</link> is
4846                 runnning.</para>
4847               </listitem>
4848             </itemizedlist>
4849           </section>
4850
4851           <section id="ExpireReservesMaxPickUpDelayCharge">
4852             <title>ExpireReservesMaxPickUpDelayCharge</title>
4853
4854             <para>Default: 0</para>
4855
4856             <para>Asks: If using <link linkend="ExpireReservesMaxPickUpDelay">ExpireReservesMaxPickUpDelay</link>,
4857             charge a borrower who allows his or her waiting hold to expire a
4858             fee of ___ USD</para>
4859
4860             <para>Description:</para>
4861
4862             <itemizedlist>
4863               <listitem>
4864                 <para>If you are expiring holds that have been waiting too
4865                 long you can use this preference to charge the patron for not
4866                 picking up their hold. If you don't charge patrons for items
4867                 that aren't picked up you can leave this set to the default
4868                 which is 0. Holds will only be cancelled and charged if the
4869                 <link linkend="expiredholdscron">Expire Holds cron job</link>
4870                 is running.</para>
4871               </listitem>
4872             </itemizedlist>
4873           </section>
4874           <section id="ExpireReservesOnHolidays">
4875             <title>ExpireReservesOnHolidays</title>
4876             <para>Default: Allow</para>
4877             <para>Asks: ___  expired holds to be cancelled on days the library is closed.</para>
4878             <para>Values:<itemizedlist>
4879                 <listitem>
4880                   <para>Allow</para>
4881                 </listitem>
4882                 <listitem>
4883                   <para>Don't allow</para>
4884                 </listitem>
4885               </itemizedlist></para>
4886           </section>
4887           <section label="" id="LocalHoldsPriority">
4888             <title>LocalHoldsPriority, LocalHoldsPriorityPatronControl,
4889               LocalHoldsPriorityItemControl</title>
4890             <para>Asks: ___ priority for filling holds to patrons whose ___ matches the item's
4891               ___</para>
4892             <para>LocalHoldsPriority Values:<itemizedlist>
4893                 <listitem>
4894                   <para>Don't give</para>
4895                 </listitem>
4896                 <listitem>
4897                   <para>Give</para>
4898                 </listitem>
4899               </itemizedlist></para>
4900             <para>LocalHoldsPriorityPatronControl Values:<itemizedlist>
4901                 <listitem>
4902                   <para>home library</para>
4903                 </listitem>
4904                 <listitem>
4905                   <para>pickup library</para>
4906                 </listitem>
4907               </itemizedlist></para>
4908             <para>LocalHoldsPriorityItemControl Values:<itemizedlist>
4909                 <listitem>
4910                   <para>holding library</para>
4911                 </listitem>
4912                 <listitem>
4913                   <para>home library</para>
4914                 </listitem>
4915               </itemizedlist></para>
4916             <para>Description:<itemizedlist>
4917                 <listitem>
4918                   <para>This feature will allow libraries to specify that, when an item is returned,
4919                     a local hold may be given priority for fulfillment even though it is of lower
4920                     priority in the list of unfilled holds. </para>
4921                 </listitem>
4922               </itemizedlist></para>
4923           </section>
4924
4925           <section id="maxreserves">
4926             <title>maxreserves</title>
4927
4928             <para>Default: 50</para>
4929
4930             <para>Asks: Patrons can only have ___ holds at once.</para>
4931           </section>
4932
4933           <section id="OPACAllowHoldDateInFuture">
4934             <title>OPACAllowHoldDateInFuture</title>
4935
4936             <para>Default: Allow</para>
4937
4938             <para>Asks: ___ patrons to place holds that don't enter the
4939             waiting list until a certain future date.</para>
4940
4941             <para>Values:</para>
4942
4943             <itemizedlist>
4944               <listitem>
4945                 <para>Allow</para>
4946
4947                 <itemizedlist>
4948                   <listitem>
4949                     <para><link linkend="AllowHoldDateInFuture">AllowHoldDateInFuture</link>
4950                     must also be enabled for this to work</para>
4951                   </listitem>
4952                 </itemizedlist>
4953               </listitem>
4954
4955               <listitem>
4956                 <para>Don't allow</para>
4957               </listitem>
4958             </itemizedlist>
4959           </section>
4960
4961           <section id="OPACAllowUserToChooseBranch">
4962             <title>OPACAllowUserToChooseBranch</title>
4963
4964             <para>Default: Allow</para>
4965
4966             <para>Asks: ___ a user to choose the branch to pick up a hold
4967             from.</para>
4968
4969             <para>Values:</para>
4970
4971             <itemizedlist>
4972               <listitem>
4973                 <para>Allow</para>
4974               </listitem>
4975
4976               <listitem>
4977                 <para>Don't allow</para>
4978               </listitem>
4979             </itemizedlist>
4980
4981             <para>Description:</para>
4982
4983             <itemizedlist>
4984               <listitem>
4985                 <para>Changing this preference will not prevent staff from
4986                 being able to transfer titles from one branch to another to
4987                 fill a hold, it will only prevent patrons from saying they
4988                 plan on picking a book up at a branch other than their home
4989                 branch.</para>
4990               </listitem>
4991             </itemizedlist>
4992           </section>
4993
4994           <section id="ReservesControlBranch">
4995             <title>ReservesControlBranch</title>
4996
4997             <para>Default: item's home library</para>
4998
4999             <para>Asks: Check the ___ to see if the patron can place a hold on
5000             the item.</para>
5001
5002             <para>Values:</para>
5003
5004             <itemizedlist>
5005               <listitem>
5006                 <para>item's home library.</para>
5007               </listitem>
5008
5009               <listitem>
5010                 <para>patron's home library.</para>
5011               </listitem>
5012             </itemizedlist>
5013           </section>
5014
5015           <section id="ReservesMaxPickUpDelay">
5016             <title>ReservesMaxPickUpDelay</title>
5017
5018             <para>Default: 7</para>
5019
5020             <para>Asks: Mark a hold as problematic if it has been waiting for
5021             more than ___ days.</para>
5022
5023             <para>Description:</para>
5024
5025             <itemizedlist>
5026               <listitem>
5027                 <para>This preference (based on calendar days, not the <link linkend="calholidays">Koha holiday calendar</link>) puts an
5028                 expiration date on an item a patron has on hold. After this
5029                 expiration date the staff will have the option to release the
5030                 unclaimed hold which then may be returned to the library shelf
5031                 or issued to the next patron on the item's hold list. Items
5032                 that are 'expired' by this preference are moved to the 'Holds
5033                 Over' tab on the '<link linkend="holdspickup">Holds Awaiting
5034                 Pickup</link>' report.</para>
5035               </listitem>
5036             </itemizedlist>
5037           </section>
5038
5039           <section id="ReservesNeedReturns">
5040             <title>ReservesNeedReturns</title>
5041
5042             <para>Default: Don't automatically</para>
5043
5044             <para>Asks: ___ mark holds as found and waiting when a hold is
5045             placed specifically on them and they are already checked
5046             in.</para>
5047
5048             <para>Values:</para>
5049
5050             <itemizedlist>
5051               <listitem>
5052                 <para>Automatically</para>
5053               </listitem>
5054
5055               <listitem>
5056                 <para>Don't automatically</para>
5057               </listitem>
5058             </itemizedlist>
5059
5060             <para>Description:</para>
5061
5062             <itemizedlist>
5063               <listitem>
5064                 <para>This preference refers to 'item specific' holds where
5065                 the item is currently on the library shelf. This preference
5066                 allows a library to decide whether an 'item specific' hold is
5067                 marked as "Waiting" at the time the hold is placed or if the
5068                 item will be marked as "Waiting" after the item is checked in.
5069                 This preference will tell the patron that their item is
5070                 'Waiting' for them at their library and ready for check
5071                 out.</para>
5072               </listitem>
5073             </itemizedlist>
5074           </section>
5075
5076           <section id="holdqueueweight">
5077             <title>StaticHoldsQueueWeight &amp;
5078             RandomizeHoldsQueueWeight</title>
5079
5080             <para>StaticHoldsQueueWeight Default: 0</para>
5081
5082             <para>RandomizeHoldsQueueWeight Default: in that order</para>
5083
5084             <para>Asks: Satisfy holds from the libraries ___ (as branchcodes,
5085             separated by commas; if empty, uses all libraries) ___</para>
5086
5087             <para>RandomizeHoldsQueueWeight Values:</para>
5088
5089             <itemizedlist>
5090               <listitem>
5091                 <para>in random order</para>
5092
5093                 <itemizedlist>
5094                   <listitem>
5095                     <para>If StaticHoldsQueueWeight is left at the default
5096                     Koha will randomize all libraries, otherwise it will
5097                     randomize the libraries listed.</para>
5098                   </listitem>
5099                 </itemizedlist>
5100               </listitem>
5101
5102               <listitem>
5103                 <para>in that order</para>
5104
5105                 <itemizedlist>
5106                   <listitem>
5107                     <para>If StaticHoldsQueueWeight is left at the default
5108                     then this will use all of your branches in alphabetical
5109                     order, otherwise it will use the branches in the order
5110                     that you entered them in the StaticHoldsQueueWeight
5111                     preference.</para>
5112                   </listitem>
5113                 </itemizedlist>
5114               </listitem>
5115             </itemizedlist>
5116
5117             <para>Descriptions:</para>
5118
5119             <itemizedlist>
5120               <listitem>
5121                 <para>These preferences control how the <link linkend="holdsqueue">Holds Queue report</link> is generated
5122                 using <link linkend="buildholdscron">a cron job</link>.</para>
5123
5124                 <para>If you do not want all of your libraries to participate
5125                 in the on-shelf holds fulfillment process, you should list the
5126                 the libraries that *do* participate in the process here by
5127                 inputting all the participating library's branchcodes,
5128                 separated by commas ( e.g. "MPL,CPL,SPL,BML" etc. ).</para>
5129
5130                 <para>By default, the holds queue will be generated such that
5131                 the system will first attempt to hold fulfillment using items
5132                 already at the pickup library if possible. If there are no
5133                 items available at the pickup library to fill a hold,
5134                 build_holds_queue.pl will then use the list of libraries
5135                 defined in StaticHoldsQueueWeight. If
5136                 RandomizeHoldsQueueWeight is disabled ( which it is by default
5137                 ), the script will assign fulfillment requests in the order
5138                 the branches are placed in the StaticHoldsQueueWeight system
5139                 preference.</para>
5140
5141                 <para>For example, if your system has three libraries, of
5142                 varying sizes ( small, medium and large ) and you want the
5143                 burden of holds fulfillment to be on larger libraries before
5144                 smaller libraries, you would want StaticHoldsQueueWeight to
5145                 look something like "LRG,MED,SML".</para>
5146
5147                 <para>If you want the burden of holds fulfillment to be spread
5148                 out equally throughout your library system, simply enable
5149                 RandomizeHoldsQueueWeight. When this system preference is
5150                 enabled, the order in which libraries will be requested to
5151                 fulfill an on-shelf hold will be randomized each time the list
5152                 is regenerated.</para>
5153
5154                 <para>Leaving StaticHoldsQueueWeight empty is contraindicated
5155                 at this time. Doing so will cause the build_holds_queue script
5156                 to ignore RandomizeHoldsQueueWeight, causing the script to
5157                 request hold fulfillment not randomly, but by alphabetical
5158                 order.</para>
5159               </listitem>
5160             </itemizedlist>
5161             <important>
5162               <para>The <link linkend="transportcostmatrix">Transport Cost Matrix</link> takes
5163                 precedence in controlling where holds are filled from, if the matrix is not used
5164                 then Koha checks the StaticHoldsQueueWeight.  To use the Transport Cost Matrix
5165                 simply set your <link linkend="UseTransportCostMatrix">UseTransportCostMatrix</link>
5166                 preference to 'Use'</para>
5167             </important>
5168           </section>
5169
5170           <section id="SuspendHoldsIntranet">
5171             <title>SuspendHoldsIntranet</title>
5172
5173             <para>Default: Allow</para>
5174
5175             <para>Asks: ___ holds to be suspended from the intranet.</para>
5176
5177             <para>Values:</para>
5178
5179             <itemizedlist>
5180               <listitem>
5181                 <para>Allow</para>
5182               </listitem>
5183
5184               <listitem>
5185                 <para>Don't allow</para>
5186               </listitem>
5187             </itemizedlist>
5188
5189             <para>Description:</para>
5190
5191             <itemizedlist>
5192               <listitem>
5193                 <para>The holds suspension feature can be turned on and off in
5194                 the staff client by altering this system preference. If this
5195                 is set to 'allow' you will want to set the <link linkend="AutoResumeSuspendedHolds">AutoResumeSuspendedHolds</link>
5196                 system preference.</para>
5197               </listitem>
5198             </itemizedlist>
5199           </section>
5200
5201           <section id="SuspendHoldsOpac">
5202             <title>SuspendHoldsOpac</title>
5203
5204             <para>Default: Allow</para>
5205
5206             <para>Asks: ___ holds to be suspended from the OPAC.</para>
5207
5208             <para>Values:</para>
5209
5210             <itemizedlist>
5211               <listitem>
5212                 <para>Allow</para>
5213               </listitem>
5214
5215               <listitem>
5216                 <para>Don't allow</para>
5217               </listitem>
5218             </itemizedlist>
5219
5220             <para>Description:</para>
5221
5222             <itemizedlist>
5223               <listitem>
5224                 <para>The holds suspension feature can be turned on and off in
5225                 the OPAC by altering this system preference. If this is set to
5226                 'allow' you will want to set the <link linkend="AutoResumeSuspendedHolds">AutoResumeSuspendedHolds</link>
5227                 system preference.</para>
5228               </listitem>
5229             </itemizedlist>
5230           </section>
5231           <section id="TransferWhenCancelAllWaitingHolds">
5232             <title>TransferWhenCancelAllWaitingHolds</title>
5233             <para>Default: Don't transfer</para>
5234             <para>Asks: ___  items when cancelling all waiting holds. </para>
5235             <para>Values:<itemizedlist>
5236                 <listitem>
5237                   <para>Don't transfer</para>
5238                 </listitem>
5239                 <listitem>
5240                   <para>Transfer</para>
5241                 </listitem>
5242               </itemizedlist></para>
5243             <para>Description:<itemizedlist>
5244                 <listitem>
5245                   <para>When TransferWhenCancelAllWaitingHolds is set to "Don't transfer", no branch
5246                     transfer records are created. Koha will not allow the holds to be transferred,
5247                     because that would orphan the items at the library where the holds were awaiting
5248                     pickup, without any further instruction to staff as to what items are at the
5249                     library or where they need to go. When that system preference set to "Transfer",
5250                     branch transfers are created, so the holds may be cancelled.</para>
5251                 </listitem>
5252               </itemizedlist></para>
5253           </section>
5254         </section>
5255
5256         <section id="circinterfaceprefs">
5257           <title>Interface</title>
5258
5259           <para/>
5260
5261           <section id="AllowAllMessageDeletion">
5262             <title>AllowAllMessageDeletion</title>
5263
5264             <para>Default: Don't allow</para>
5265
5266             <para>Asks: ___ staff to delete messages added from other
5267             libraries.</para>
5268
5269             <para>Values:</para>
5270
5271             <itemizedlist>
5272               <listitem>
5273                 <para>Allow</para>
5274               </listitem>
5275
5276               <listitem>
5277                 <para>Don't allow</para>
5278               </listitem>
5279             </itemizedlist>
5280           </section>
5281           <section id="AllowOfflineCirculation">
5282             <title>AllowOfflineCirculation</title>
5283             <para>Default: Do not enable</para>
5284             <para>Asks: ___  offline circulation on regular circulation computers. </para>
5285             <para>Values:<itemizedlist>
5286                 <listitem>
5287                   <para>Do not enable</para>
5288                 </listitem>
5289                 <listitem>
5290                   <para>Enable</para>
5291                 </listitem>
5292               </itemizedlist></para>
5293             <para>Description:<itemizedlist>
5294                 <listitem>
5295                   <para>Setting this preference to 'Enable' allows you to use the Koha interface for
5296                       <link linkend="offlinecirc">offline circulation</link>. This system preference
5297                     does not affect the <link linkend="firefoxofflinecirc">Firefox plugin</link> or
5298                     the <link linkend="windowsofflinecirc">desktop application</link>, any of these
5299                     three options can be used for offline circulation without effecting the
5300                     other.</para>
5301                 </listitem>
5302               </itemizedlist></para>
5303           </section>
5304           <section id="AudioAlerts">
5305             <title>AudioAlerts</title>
5306             <para>Default: Don't enable</para>
5307             <para>Asks: ___ audio alerts for events defined in the audio alerts section of
5308               administration.</para>
5309             <para>Values:</para>
5310             <itemizedlist>
5311               <listitem>
5312                 <para>Don't enable</para>
5313               </listitem>
5314               <listitem>
5315                 <para>Enable</para>
5316               </listitem>
5317             </itemizedlist>
5318             <para>
5319               <important>
5320                 <para>This feature is not supported by all browsers. Requires an HTML5 compliant
5321                   browser.</para>
5322               </important>
5323             </para>
5324           </section>
5325
5326           <section id="CircAutocompl">
5327             <title>CircAutocompl</title>
5328
5329             <para>Default: Try</para>
5330
5331             <para>Asks: ___ to automatically fill in the member when entering
5332             a patron search on the circulation screen.</para>
5333
5334             <para>Description:</para>
5335
5336             <itemizedlist>
5337               <listitem>
5338                 <para>This preference is a binary setting which determines
5339                 whether auto-completion of fields is enabled or disabled for
5340                 the circulation input field. Setting it to "Try" would enable
5341                 a staff member to begin typing a name or other value into the
5342                 field and have a menu pop up with suggestions for completing
5343                 it. Setting it to "Don't try" would disable this feature. This
5344                 preference can make staff members' jobs easier or it could
5345                 potentially slow down the page loading process.</para>
5346               </listitem>
5347             </itemizedlist>
5348
5349             <para>Values:</para>
5350
5351             <itemizedlist>
5352               <listitem>
5353                 <para>Don't try</para>
5354               </listitem>
5355
5356               <listitem>
5357                 <para>Try</para>
5358
5359                 <screenshot>
5360                   <screeninfo>When CircAutocompl is turned on search results
5361                   will appear below the search box</screeninfo>
5362
5363                   <mediaobject>
5364                     <imageobject>
5365                       <imagedata fileref="images/admin/globalprefs/CircAutocompl.png"/>
5366                     </imageobject>
5367                   </mediaobject>
5368                 </screenshot>
5369               </listitem>
5370             </itemizedlist>
5371           </section>
5372
5373           <section id="CircAutoPrintQuickSlip">
5374             <title>CircAutoPrintQuickSlip</title>
5375
5376             <para>Default: open a print quick slip window</para>
5377
5378             <para>Asks: When an empty barcode field is submitted in
5379             circulation ___</para>
5380
5381             <para>Values:</para>
5382
5383             <itemizedlist>
5384               <listitem>
5385                 <para>clear the screen</para>
5386               </listitem>
5387
5388               <listitem>
5389                 <para>open a print quick slip window</para>
5390               </listitem>
5391               <listitem>
5392                 <para>open a print slip window</para>
5393               </listitem>
5394             </itemizedlist>
5395
5396             <para>Description:</para>
5397
5398             <itemizedlist>
5399               <listitem>
5400                 <para>If this preference is set to open a quick slip (<link
5401                     linkend="existingnotices">ISSUEQSLIP</link>) or open a slip (<link
5402                     linkend="existingnotices">ISSUESLIP</link>) for printing it will eliminate the
5403                   need for the librarian to click the print button to generate a checkout receipt
5404                   for the patron they're checking out to. If the preference is set to clear the
5405                   screen then "checking out" an empty barcode will clear the screen of the patron
5406                   you were last working with.</para>
5407               </listitem>
5408             </itemizedlist>
5409           </section>
5410
5411           <section id="FilterBeforeOverdueReport">
5412             <title>FilterBeforeOverdueReport</title>
5413
5414             <para>Default: Don't require</para>
5415
5416             <para>Asks: ___ staff to choose which checkouts to show before
5417             running the overdues report.</para>
5418
5419             <para>Description:</para>
5420
5421             <itemizedlist>
5422               <listitem>
5423                 <para>Koha's overdue report shows you all of the overdue items
5424                 in your library system. If you have a large library system
5425                 you'll want to set this preference to 'Require' to force those
5426                 running the report to first limit the data generated to a
5427                 branch, date range, patron category or other such filter.
5428                 Requiring that the report be filtered before it's run prevents
5429                 your staff from running a system heavy report and slowing down
5430                 other operations in the system.</para>
5431
5432                 <screenshot>
5433                   <screeninfo>Overdue Report Filters</screeninfo>
5434
5435                   <mediaobject>
5436                     <imageobject>
5437                       <imagedata fileref="images/admin/globalprefs/FilterBeforeOverdueReport.png"/>
5438                     </imageobject>
5439                   </mediaobject>
5440                 </screenshot>
5441               </listitem>
5442             </itemizedlist>
5443
5444             <para>Values:</para>
5445
5446             <itemizedlist>
5447               <listitem>
5448                 <para>Don't require</para>
5449               </listitem>
5450
5451               <listitem>
5452                 <para>Require</para>
5453               </listitem>
5454             </itemizedlist>
5455           </section>
5456
5457           <section id="FineNotifyAtCheckin">
5458             <title>FineNotifyAtCheckin</title>
5459
5460             <para>Default: Don't notify</para>
5461
5462             <para>Asks: ___ librarians of overdue fines on the items they are
5463             checking in.</para>
5464
5465             <para>Values:</para>
5466
5467             <itemizedlist>
5468               <listitem>
5469                 <para>Don't notify</para>
5470               </listitem>
5471
5472               <listitem>
5473                 <para>Notify</para>
5474               </listitem>
5475             </itemizedlist>
5476
5477             <para>Description:</para>
5478
5479             <itemizedlist>
5480               <listitem>
5481                 <para>With this preference set to 'Notify' all books that have
5482                 overdue fines owed on them will pop up a warning when checking
5483                 them in. This warning will need to acknowledged before you can
5484                 continue checking items in. With this preference set to 'Don't
5485                 notify,' you will still see fines owed on the patron record,
5486                 you just won't have an additional notification at check
5487                 in.</para>
5488
5489                 <screenshot>
5490                   <screeninfo>Fine notification at checkin</screeninfo>
5491
5492                   <mediaobject>
5493                     <imageobject>
5494                       <imagedata fileref="images/admin/globalprefs/FineNotifyAtCheckin.png"/>
5495                     </imageobject>
5496                   </mediaobject>
5497                 </screenshot>
5498               </listitem>
5499             </itemizedlist>
5500           </section>
5501
5502           <section id="DisplayClearScreenButton">
5503             <title>DisplayClearScreenButton</title>
5504
5505             <para>Default: Show</para>
5506
5507             <para>Asks: ___ a button to clear the current patron from the
5508             screen on the circulation screen.</para>
5509
5510             <para>Values:</para>
5511
5512             <itemizedlist>
5513               <listitem>
5514                 <para>Don't show</para>
5515
5516                 <screenshot>
5517                   <screeninfo>No X in the top right</screeninfo>
5518
5519                   <mediaobject>
5520                     <imageobject>
5521                       <imagedata fileref="images/admin/globalprefs/DisplayClearScreenButtonOff.png"/>
5522                     </imageobject>
5523                   </mediaobject>
5524                 </screenshot>
5525               </listitem>
5526
5527               <listitem>
5528                 <para>Show</para>
5529
5530                 <screenshot>
5531                   <screeninfo>X in the top right will clear the
5532                   screen</screeninfo>
5533
5534                   <mediaobject>
5535                     <imageobject>
5536                       <imagedata fileref="images/admin/globalprefs/DisplayClearScreenButton.png"/>
5537                     </imageobject>
5538                   </mediaobject>
5539                 </screenshot>
5540               </listitem>
5541             </itemizedlist>
5542           </section>
5543           <section id="ExportRemoveFields">
5544             <title>ExportRemoveFields</title>
5545             <para>Asks: The following fields should be excluded from the patron checkout history CSV
5546               or iso2709 export ___ </para>
5547             <para>Description:<itemizedlist>
5548                 <listitem>
5549                   <para>This space separated list of fields (e.g. 100a 245b) will automatically be
5550                     excluded when exporting the patron's current checkout history.</para>
5551                   <screenshot>
5552                     <screeninfo>ExportRemoveFields</screeninfo>
5553                     <mediaobject>
5554                       <imageobject>
5555                         <imagedata fileref="images/admin/globalprefs/ExportRemoveFields.png"/>
5556                       </imageobject>
5557                     </mediaobject>
5558                   </screenshot>
5559                 </listitem>
5560               </itemizedlist></para>
5561           </section>
5562           <section id="ExportWithCsvProfile">
5563             <title>ExportWithCsvProfile</title>
5564             <para>Asks: Use the ___ CSV profile when exporting patron checkout history</para>
5565             <para>Description:<itemizedlist>
5566                 <listitem>
5567                   <para>Use this preference to define which <link linkend="csvprofiles">CSV
5568                       profile</link> should be used when exporting patron's current checkout data.
5569                     Enter the CSV Profile name as the value for this preference. If this preference
5570                     is left blank you will not be able to export the patron's current checkout
5571                     summary.</para>
5572                   <screenshot>
5573                     <screeninfo>ExportWithCsvProfile</screeninfo>
5574                     <mediaobject>
5575                       <imageobject>
5576                         <imagedata fileref="images/admin/globalprefs/ExportWithCsvProfile.png"/>
5577                       </imageobject>
5578                     </mediaobject>
5579                   </screenshot>
5580                 </listitem>
5581               </itemizedlist></para>
5582           </section>
5583           <section id="HoldsToPullStartDate">
5584             <title>HoldsToPullStartDate</title>
5585             <para>Default: 2</para>
5586             <para>Asks: Set the default start date for the Holds to pull list to ___ day(s) ago. </para>
5587             <para>Description:<itemizedlist>
5588                 <listitem>
5589                   <para>The <link linkend="holdspull">Holds to Pull</link> report in circulation
5590                     defaults to filtering holds placed 2 days ago. This preference allows you to set
5591                     this default filter to any number of days.</para>
5592                 </listitem>
5593               </itemizedlist></para>
5594           </section>
5595           <section id="itemBarcodeFallbackSearch">
5596             <title>itemBarcodeFallbackSearch</title>
5597             <para>Default: Don't enable</para>
5598             <para>Asks: ___  the automatic use of a keyword catalog search if the phrase entered as
5599               a barcode on the checkout page does not turn up any results during an item barcode
5600               search. </para>
5601             <para>Values:</para>
5602             <itemizedlist>
5603                 <listitem>
5604                   <para>Don't enable</para>
5605                 </listitem>
5606                 <listitem>
5607                   <para>Enable</para>
5608                   <screenshot>
5609                       <screeninfo>Checkout by keyword</screeninfo>
5610                       <mediaobject>
5611                         <imageobject>
5612                           <imagedata
5613                             fileref="images/admin/globalprefs/itemBarcodeFallbackSearch.png"/>
5614                         </imageobject>
5615                       </mediaobject>
5616                     </screenshot>
5617                 </listitem>
5618               </itemizedlist>
5619             <para>Description:<itemizedlist>
5620                 <listitem>
5621                   <para>Sometimes libraries want to checkout using something other than the barcode.
5622                     Enabling this preference will do a keyword search of Koha to find the item
5623                     you're trying to check out. You can use the call number, barcode, part of the
5624                     title or anything you'd enter in the keyword search when this preference is
5625                     enabled and Koha will ask you which item you're trying to check out.</para>
5626                 </listitem>
5627               </itemizedlist></para>
5628             <important>
5629               <para>While you're not searching by barcode a barcode is required on every title you
5630                 check out. Only titles with barcodes will appear in the search results.</para>
5631             </important>
5632           </section>
5633
5634           <section id="itemBarcodeInputFilter">
5635             <title>itemBarcodeInputFilter</title>
5636
5637             <para>Default: Don't filter</para>
5638
5639             <para>Asks: ___ scanned item barcodes.</para>
5640
5641             <para>Values:</para>
5642
5643             <itemizedlist>
5644               <listitem>
5645                 <para>Convert from CueCat format</para>
5646               </listitem>
5647
5648               <listitem>
5649                 <para>Convert from Libsuite8 form</para>
5650               </listitem>
5651
5652               <listitem>
5653                 <para>Don't filter</para>
5654               </listitem>
5655
5656               <listitem>
5657                 <para>EAN-13 or zero-padded UPC-A from</para>
5658               </listitem>
5659
5660               <listitem>
5661                 <para>Remove spaces from</para>
5662               </listitem>
5663
5664               <listitem>
5665                 <para>Remove the first number from T-prefix style</para>
5666
5667                 <itemizedlist>
5668                   <listitem>
5669                     <para>This format is common among those libraries
5670                     migrating from Follett systems</para>
5671                   </listitem>
5672                 </itemizedlist>
5673               </listitem>
5674             </itemizedlist>
5675           </section>
5676
5677           <section id="NoticeCSS">
5678             <title>NoticeCSS</title>
5679
5680             <para>Asks: Include the stylesheet at ___ on Notices.<important>
5681                 <para>This should be a complete URL, starting with
5682                 http://</para>
5683               </important></para>
5684
5685             <para>Description:</para>
5686
5687             <itemizedlist>
5688               <listitem>
5689                 <para>If you would like to style your notices with a
5690                 consistent set of fonts and colors you can use this preference
5691                 to point Koha to a stylesheet specifically for your
5692                 notices.</para>
5693               </listitem>
5694             </itemizedlist>
5695           </section>
5696
5697           <section id="numReturnedItemsToShow">
5698             <title>numReturnedItemsToShow</title>
5699
5700             <para>Default: 20</para>
5701
5702             <para>Asks : Show the ___ last returned items on the checkin
5703             screen.</para>
5704           </section>
5705
5706           <section id="previousIssuesDefaultSortOrder">
5707             <title>previousIssuesDefaultSortOrder</title>
5708
5709             <para>Default: earliest to latest</para>
5710
5711             <para>Asks: Sort previous checkouts on the circulation page from
5712             ___ due date.</para>
5713
5714             <para>Values:</para>
5715
5716             <itemizedlist>
5717               <listitem>
5718                 <para>earliest to latest</para>
5719               </listitem>
5720
5721               <listitem>
5722                 <para>latest to earliest</para>
5723               </listitem>
5724             </itemizedlist>
5725           </section>
5726
5727           <section id="RecordLocalUseOnReturn">
5728             <title>RecordLocalUseOnReturn</title>
5729
5730             <para>Default: Don't record</para>
5731
5732             <para>Asks: ___ local use when an unissued item is checked
5733             in.</para>
5734
5735             <para>Values:</para>
5736
5737             <itemizedlist>
5738               <listitem>
5739                 <para>Don't record</para>
5740               </listitem>
5741
5742               <listitem>
5743                 <para>Record</para>
5744               </listitem>
5745             </itemizedlist>
5746
5747             <para>Description:</para>
5748
5749             <itemizedlist>
5750               <listitem>
5751                 <para>When this preference is set to "Don't record" you can
5752                 record local use of items by checking items out to the
5753                 statistical patron. With this preference set to "Record" you
5754                 can record local use by checking out to the statistical patron
5755                 and/or by checking in a book that is not currently checked
5756                 out.</para>
5757               </listitem>
5758             </itemizedlist>
5759           </section>
5760           <section id="ShowAllCheckins">
5761             <title>ShowAllCheckins</title>
5762             <para>Default: Do not show</para>
5763             <para>Asks: ___ all items in the "Checked-in items" list, even items that were not
5764               checked out.</para>
5765             <para>Values: <itemizedlist>
5766                 <listitem>
5767                   <para>Do not show</para>
5768                 </listitem>
5769                 <listitem>
5770                   <para>Show</para>
5771                 </listitem>
5772               </itemizedlist>Description:<itemizedlist>
5773                 <listitem>
5774                   <para>When items that are not currently checked out are checked in they don't show
5775                     on the list of checked in items.  This preference allows you to choose how you'd
5776                     like the log of checked in items displays.</para>
5777                 </listitem>
5778               </itemizedlist></para>
5779           </section>
5780
5781           <section id="SpecifyDueDate">
5782             <title>SpecifyDueDate</title>
5783
5784             <para>Default: Allow</para>
5785
5786             <para>Asks: ___ staff to specify a due date for a checkout.</para>
5787
5788             <para>Due dates are calculated using your circulation and fines
5789             rules, but staff can override that if you allow them to specify a
5790             due date at checkout.</para>
5791
5792             <para>Description:</para>
5793
5794             <itemizedlist>
5795               <listitem>
5796                 <para>This preference allows for circulation staff to change a
5797                 due date from the automatic due date to another calendar date.
5798                 This option would be used for circumstances in which the due
5799                 date may need to be decreased or extended in a specific
5800                 circumstance. The "Allow" setting would allow for this option
5801                 to be utilized by staff, the "Don't allow" setting would bar
5802                 staff from changing the due date on materials.</para>
5803               </listitem>
5804             </itemizedlist>
5805
5806             <para>Values:</para>
5807
5808             <itemizedlist>
5809               <listitem>
5810                 <para>Allow</para>
5811
5812                 <screenshot>
5813                   <screeninfo>Specify Due Date Box Shows</screeninfo>
5814
5815                   <mediaobject>
5816                     <imageobject>
5817                       <imagedata fileref="images/admin/globalprefs/SpecifyDueDate.png"/>
5818                     </imageobject>
5819                   </mediaobject>
5820                 </screenshot>
5821               </listitem>
5822
5823               <listitem>
5824                 <para>Don't allow</para>
5825
5826                 <screenshot>
5827                   <screeninfo>Specify Due Date Box Doesn't Show</screeninfo>
5828
5829                   <mediaobject>
5830                     <imageobject>
5831                       <imagedata fileref="images/admin/globalprefs/SpecifyDueDate-no.png"/>
5832                     </imageobject>
5833                   </mediaobject>
5834                 </screenshot>
5835               </listitem>
5836             </itemizedlist>
5837           </section>
5838           <section id="SpecifyReturnDate">
5839             <title>SpecifyReturnDate</title>
5840             <para>Default: Don't allow</para>
5841             <para>Asks: ___  staff to specify a return date for a check in.</para>
5842             <para>Values:<itemizedlist>
5843                 <listitem>
5844                   <para>Allow<screenshot>
5845                       <screeninfo>Allow return date edits</screeninfo>
5846                       <mediaobject>
5847                         <imageobject>
5848                           <imagedata fileref="images/admin/globalprefs/SpecifyReturnDate.png"/>
5849                         </imageobject>
5850                       </mediaobject>
5851                     </screenshot></para>
5852                 </listitem>
5853                 <listitem>
5854                   <para>Don't allow<screenshot>
5855                       <screeninfo>Don't allow return date edits</screeninfo>
5856                       <mediaobject>
5857                         <imageobject>
5858                           <imagedata fileref="images/admin/globalprefs/SpecifyReturnDate-no.png"/>
5859                         </imageobject>
5860                       </mediaobject>
5861                     </screenshot></para>
5862                 </listitem>
5863               </itemizedlist></para>
5864             <para>Description:<itemizedlist>
5865                 <listitem>
5866                   <para>This preference lets you decide if staff can specify an arbitrary return
5867                     date when checking in items.</para>
5868                 </listitem>
5869               </itemizedlist></para>
5870           </section>
5871
5872           <section id="todaysIssuesDefaultSortOrder">
5873             <title>todaysIssuesDefaultSortOrder</title>
5874
5875             <para>Default: latest to earliest</para>
5876
5877             <para>Asks: Sort today's checkouts on the circulation page from
5878             ___ due date.</para>
5879
5880             <para>Values:</para>
5881
5882             <itemizedlist>
5883               <listitem>
5884                 <para>earliest to latest</para>
5885               </listitem>
5886
5887               <listitem>
5888                 <para>latest to earliest</para>
5889               </listitem>
5890             </itemizedlist>
5891           </section>
5892
5893           <section id="UpdateTotalIssuesOnCirc">
5894             <title>UpdateTotalIssuesOnCirc</title>
5895
5896             <para>Default: Do not</para>
5897
5898             <para>Asks: ___ update a bibliographic record's total issues count
5899             whenever an item is issued</para>
5900
5901             <para>Values:</para>
5902
5903             <itemizedlist>
5904               <listitem>
5905                 <para>Do<important>
5906                     <para>This increases server load significantly; if
5907                     performance is a concern, use the <link linkend="updateissuescron">cron job</link> to update the
5908                     total issues count instead.</para>
5909                   </important></para>
5910               </listitem>
5911
5912               <listitem>
5913                 <para>Do not</para>
5914               </listitem>
5915             </itemizedlist>
5916
5917             <para>Description:</para>
5918
5919             <itemizedlist>
5920               <listitem>
5921                 <para>Koha can track the number of times and item is checked
5922                 out and store that on the item record in the database. This
5923                 information is not stored by default. Setting this preference
5924                 to 'Do' will tell Koha to track that info everytime the item
5925                 is checked out in real time. Otherwise you could use the <link linkend="updateissuescron">cron job</link> to have Koha update
5926                 that field nightly.</para>
5927               </listitem>
5928             </itemizedlist>
5929           </section>
5930
5931           <section id="WaitingNotifyAtCheckin">
5932             <title>WaitingNotifyAtCheckin</title>
5933
5934             <para>Default: Don't notify</para>
5935
5936             <para>Asks: ___ librarians of waiting holds for the patron whose
5937             items they are checking in.</para>
5938
5939             <para>Values:</para>
5940
5941             <itemizedlist>
5942               <listitem>
5943                 <para>Don't notify</para>
5944               </listitem>
5945
5946               <listitem>
5947                 <para>Notify</para>
5948
5949                 <screenshot>
5950                   <screeninfo>Notification that a hold is waiting</screeninfo>
5951
5952                   <mediaobject>
5953                     <imageobject>
5954                       <imagedata fileref="images/admin/globalprefs/WaitingNotifyAtCheckin.png"/>
5955                     </imageobject>
5956                   </mediaobject>
5957                 </screenshot>
5958               </listitem>
5959             </itemizedlist>
5960
5961             <para>Description:</para>
5962
5963             <itemizedlist>
5964               <listitem>
5965                 <para>When checking in books you can choose whether or not to
5966                 have a notice pop up if the patron who returned the book has a
5967                 hold waiting for pick up. If you choose 'Notify' for
5968                 WaitingNotifyAtCheckin then every time a hold is found for the
5969                 patron who had the book out last a message will appear on your
5970                 check in screen.</para>
5971               </listitem>
5972             </itemizedlist>
5973           </section>
5974         </section>
5975
5976         <section id="circscoprefs">
5977           <title>Self Checkout</title>
5978
5979           <para/>
5980
5981           <section id="AllowSelfCheckReturns">
5982             <title>AllowSelfCheckReturns</title>
5983
5984             <para>Default: Don't allow</para>
5985
5986             <para>Asks: ___ patrons to return items through web-based self
5987             checkout system.</para>
5988
5989             <para>Values:</para>
5990
5991             <itemizedlist>
5992               <listitem>
5993                 <para>Allow</para>
5994               </listitem>
5995
5996               <listitem>
5997                 <para>Don't allow</para>
5998               </listitem>
5999             </itemizedlist>
6000
6001             <para>Description:</para>
6002
6003             <itemizedlist>
6004               <listitem>
6005                 <para>This preference is used to determine if you want patrons
6006                 to be allowed to return items through your self check
6007                 machines. By default Koha's self check interface is simply for
6008                 checking items out.</para>
6009               </listitem>
6010             </itemizedlist>
6011           </section>
6012
6013           <section id="AutoSelfCheckAllowed">
6014             <title>AutoSelfCheckAllowed, AutoSelfCheckID &amp;
6015             AutoSelfCheckPass</title>
6016
6017             <important>
6018               <para>Most libraries will want to leave this set to 'Don't
6019               allow.' This preference turns off the requirement to log into
6020               the self checkout machine with a staff username and password by
6021               storing the username and password for automatic login.</para>
6022             </important>
6023
6024             <para>AutoSelfCheckAllowed Default: Don't allow</para>
6025
6026             <para>Asks: ___ the web-based self checkout system to
6027             automatically login with this staff login ___ and this password
6028             ___ .</para>
6029
6030             <para>AutoSelfCheckAllowed Values:</para>
6031
6032             <itemizedlist>
6033               <listitem>
6034                 <para>Allow</para>
6035               </listitem>
6036
6037               <listitem>
6038                 <para>Don't allow</para>
6039               </listitem>
6040             </itemizedlist>
6041
6042             <para>AutoSelfCheckID Value:<itemizedlist>
6043                 <listitem>
6044                   <para>The username of a staff patron with 'circulate' <link linkend="patronpermissions">permissions</link>.</para>
6045                 </listitem>
6046               </itemizedlist></para>
6047
6048             <para>AutoSelfCheckPass Value:<itemizedlist>
6049                 <listitem>
6050                   <para>The password of a staff patron with 'circulate' <link linkend="patronpermissions">permissions</link>.</para>
6051                 </listitem>
6052               </itemizedlist></para>
6053           </section>
6054           <section id="SCOUserCSS">
6055             <title>SCOUserCSS</title>
6056             <para>Asks: Include the following CSS on all pages in the web-based self checkout</para>
6057             <para>Description:<itemizedlist>
6058                 <listitem>
6059                   <para>The CSS entered in this preference will be used on all of your Koha self
6060                     checkout screens.</para>
6061                 </listitem>
6062               </itemizedlist></para>
6063           </section>
6064           <section id="SCOUserJS">
6065             <title>SCOUserJS</title>
6066             <para>Asks: Include the following JavaScript on all pages in the web-based self
6067               checkout</para>
6068             <para>Description:<itemizedlist>
6069                 <listitem>
6070                   <para>The JavaScript entered in this preference will effect all of your Koha self
6071                     checkout screens.</para>
6072                 </listitem>
6073               </itemizedlist></para>
6074           </section>
6075
6076           <section id="SelfCheckHelpMessage">
6077             <title>SelfCheckHelpMessage</title>
6078
6079             <para>Asks: Include the following HTML in the Help page of the
6080             web-based self checkout system</para>
6081
6082             <para>Description:</para>
6083
6084             <itemizedlist>
6085               <listitem>
6086                 <para>Clicking the 'Help' link in the top right of the self
6087                 checkout interface opens up a three step process for using the
6088                 self check interface. Adding HTML to this system preference
6089                 will print that additional help text above what's already
6090                 included.</para>
6091               </listitem>
6092             </itemizedlist>
6093           </section>
6094
6095           <section id="SelfCheckoutByLogin">
6096             <title>SelfCheckoutByLogin</title>
6097
6098             <para>Default: Barcode</para>
6099
6100             <para>Asks: Have patrons login into the web-based self checkout
6101             system with their ___</para>
6102
6103             <para>Values:</para>
6104
6105             <itemizedlist>
6106               <listitem>
6107                 <para>Barcode</para>
6108
6109                 <screenshot>
6110                   <screeninfo>Self Checkout Patron Card Number</screeninfo>
6111
6112                   <mediaobject>
6113                     <imageobject>
6114                       <imagedata fileref="images/circ/selfcheckout.png"/>
6115                     </imageobject>
6116                   </mediaobject>
6117                 </screenshot>
6118               </listitem>
6119
6120               <listitem>
6121                 <para>Username and password</para>
6122
6123                 <screenshot>
6124                   <screeninfo>Shelf checkout by login</screeninfo>
6125
6126                   <mediaobject>
6127                     <imageobject>
6128                       <imagedata fileref="images/circ/SelfCheckoutByLogin.png"/>
6129                     </imageobject>
6130                   </mediaobject>
6131                 </screenshot>
6132               </listitem>
6133             </itemizedlist>
6134
6135             <para>Description:</para>
6136
6137             <itemizedlist>
6138               <listitem>
6139                 <para>This preference lets you decide how your patrons will
6140                 log in to the self checkout machine. Barcode is the patron's
6141                 card number and their username and password is set using the
6142                 opac/staff username and password fields on the patron
6143                 record.</para>
6144               </listitem>
6145             </itemizedlist>
6146           </section>
6147           <section id="SelfCheckReceiptPrompt">
6148             <title>SelfCheckReceiptPrompt</title>
6149             <para>Default: Show</para>
6150             <para>Asks: ___  the print receipt popup dialog when self checkout is finished.</para>
6151             <para>Values:<itemizedlist>
6152                 <listitem>
6153                   <para>Don't show</para>
6154                 </listitem>
6155                 <listitem>
6156                   <para>Show</para>
6157                 </listitem>
6158               </itemizedlist></para>
6159             <para>Description:<itemizedlist>
6160                 <listitem>
6161                   <para>This preference controls whether a prompt shows up on the web based self
6162                     check out when the patron clicks the 'Finish' button.</para>
6163                 </listitem>
6164               </itemizedlist></para>
6165           </section>
6166
6167           <section id="SelfCheckTimeout">
6168             <title>SelfCheckTimeout</title>
6169
6170             <para>Default: 120</para>
6171
6172             <para>Asks: Time out the current patron's web-based self checkout
6173             system login after ___ seconds.</para>
6174
6175             <para>Description:</para>
6176
6177             <itemizedlist>
6178               <listitem>
6179                 <para>After the machine is idle for the time entered in this
6180                 preference the self check out system will log out the current
6181                 patron and return to the starting screen.</para>
6182               </listitem>
6183             </itemizedlist>
6184           </section>
6185
6186           <section id="ShowPatronImageInWebBasedSelfCheck">
6187             <title>ShowPatronImageInWebBasedSelfCheck</title>
6188
6189             <para>Default: Don't show</para>
6190
6191             <para>Asks: ___ the patron's picture (if one has been added) when
6192             they use the web-based self checkout.</para>
6193
6194             <para>Values:</para>
6195
6196             <itemizedlist>
6197               <listitem>
6198                 <para>Don't show</para>
6199               </listitem>
6200
6201               <listitem>
6202                 <para>Show</para>
6203               </listitem>
6204             </itemizedlist>
6205           </section>
6206
6207           <section id="WebBasedSelfCheck">
6208             <title>WebBasedSelfCheck</title>
6209
6210             <para>Default: Don't enable</para>
6211
6212             <para>Asks: ___ the web-based self checkout system.</para>
6213
6214             <para>Values:</para>
6215
6216             <itemizedlist>
6217               <listitem>
6218                 <para>Don't enable</para>
6219               </listitem>
6220
6221               <listitem>
6222                 <para>Enable</para>
6223               </listitem>
6224             </itemizedlist>
6225
6226             <para>Enabling this preference will allow access to the <link linkend="selfcheckout">self checkout</link> module in Koha.</para>
6227           </section>
6228         </section>
6229       </section>
6230
6231
6232
6233       <section id="enhancedcontent">
6234         <title>Enhanced Content</title>
6235
6236         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
6237         Global System Preferences &gt; Enhanced Content</para>
6238
6239         <important>
6240           <para>Always read the terms of service associated with external data
6241           sources to be sure that you are using the products within the
6242           allowed limits.</para>
6243         </important>
6244
6245         <note>
6246           <para>You cannot have more than one service for cover images
6247           (including local cover images) set up. If you set up more than one
6248           you will get multiple cover images. Instead choose only one source
6249           for cover images.</para>
6250         </note>
6251
6252         <section id="frbrenhancedprefs">
6253           <title>All</title>
6254
6255           <para/>
6256
6257           <section id="FRBRizeEditions">
6258             <title>FRBRizeEditions</title>
6259
6260             <para>Default: Don't show</para>
6261
6262             <para>Asks: ___ other editions of an item on the staff
6263             client</para>
6264
6265             <para>Values:</para>
6266
6267             <itemizedlist>
6268               <listitem>
6269                 <para>Don't show</para>
6270               </listitem>
6271
6272               <listitem>
6273                 <para>Show</para>
6274
6275                 <screenshot>
6276                   <screeninfo>Editions tab in staff client</screeninfo>
6277
6278                   <mediaobject>
6279                     <imageobject>
6280                       <imagedata fileref="images/admin/globalprefs/editionstab.png"/>
6281                     </imageobject>
6282                   </mediaobject>
6283                 </screenshot>
6284               </listitem>
6285             </itemizedlist>
6286
6287             <para>Description:</para>
6288
6289             <itemizedlist>
6290               <listitem>
6291                 <para>Using the rules set forth in the Functional Requirements for Bibliographic
6292                   records, this option, when enabled, pulls all editions of the same title available
6293                   in your collection regardless of material type. Items will appear under an
6294                   'Editions' tab on the detail page for the title in question.. According to
6295                     <emphasis>Libraries Unlimited's Online Dictionary for Library and Information
6296                     Science</emphasis> (<ulink url="http://lu.com/odlis/">http://lu.com/odlis/</ulink>), FRBRizing the catalog involves collating MARC
6297                   records of similar materials. FRBRization brings together entities (sets of Works,
6298                   Expressions, or Manifestations), rather than just sets of Items. It can aid
6299                   patrons in selecting related items, expressions, and manifestations that will
6300                   serve their needs. When it is set to "Show", the OPAC will query one or more ISBN
6301                   web services for associated ISBNs and display an Editions tab on the details
6302                   pages. Once this preference is enabled, the library must select one of the ISBN
6303                   options (<link linkend="ThingISBN">ThingISBN</link> and/or <link linkend="XISBN">XISBN</link>). This option is only for the Staff Client; the <link linkend="OPACFRBRizeEditions">OPACFRBRizeEditions</link> option must be enabled
6304                   to have the Editions tab appear on the OPAC.</para>
6305               </listitem>
6306             </itemizedlist>
6307
6308             <important>
6309               <para>Requires that you turn on one or more of the ISBN services (<link linkend="ThingISBN">ThingISBN</link> and/or <link linkend="XISBN">XISBN</link>)</para>
6310             </important>
6311           </section>
6312
6313           <section id="OPACFRBRizeEditions">
6314             <title>OPACFRBRizeEditions</title>
6315
6316             <para>Default: Don't show</para>
6317
6318             <para>Asks: ___ other editions of an item on the OPAC.</para>
6319
6320             <para>Description:</para>
6321
6322             <itemizedlist>
6323               <listitem>
6324                 <para>Using the rules set forth in the Functional Requirements for Bibliographic
6325                   records, this option, when enabled, pulls all editions of the same title available
6326                   in your collection regardless of material type. Items will appear under an
6327                   'Editions' tab on the detail page for the title in question.. According to
6328                     <emphasis>Libraries Unlimited's Online Dictionary for Library and Information
6329                     Science</emphasis> (<ulink url="http://lu.com/odlis/">http://lu.com/odlis/</ulink>), FRBRizing the catalog involves collating MARC
6330                   records of similar materials. FRBRization brings together entities (sets of Works,
6331                   Expressions, or Manifestations), rather than just sets of Items. It can aid
6332                   patrons in selecting related items, expressions, and manifestations that will
6333                   serve their needs. When it is set to "Show", the OPAC will query one or more ISBN
6334                   web services for associated ISBNs and display an Editions tab on the details
6335                   pages. Once this preference is enabled, the library must select one of the ISBN
6336                   options (<link linkend="ThingISBN">ThingISBN</link> and/or <link linkend="XISBN">XISBN</link>). This option is only for the OPAC; the <link linkend="FRBRizeEditions">FRBRizeEditions</link> option must be turned "On" to
6337                   have the Editions tab appear on the Staff Client.</para>
6338               </listitem>
6339             </itemizedlist>
6340
6341             <para>Values:</para>
6342
6343             <itemizedlist>
6344               <listitem>
6345                 <para>Don't show</para>
6346               </listitem>
6347
6348               <listitem>
6349                 <para>Show</para>
6350
6351                 <screenshot>
6352                   <screeninfo>Editions tab in the OPAC</screeninfo>
6353
6354                   <mediaobject>
6355                     <imageobject>
6356                       <imagedata fileref="images/admin/globalprefs/editions.png"/>
6357                     </imageobject>
6358                   </mediaobject>
6359                 </screenshot>
6360               </listitem>
6361             </itemizedlist>
6362
6363             <para>This preference pulls all editions of the same title
6364             available in your collection regardless of material type. Items
6365             will appear under an 'Editions' tab on the detail page for the
6366             title in question.</para>
6367
6368             <important>
6369               <para>Requires that you turn on one or more of the ISBN services (<link linkend="ThingISBN">ThingISBN</link> and/or <link linkend="XISBN">XISBN</link>)</para>
6370             </important>
6371           </section>
6372         </section>
6373
6374         <section id="amazonprefs">
6375           <title>Amazon</title>
6376
6377           <para/>
6378
6379           <section id="AmazonAssocTag">
6380             <title>AmazonAssocTag</title>
6381
6382             <para>Asks: Put the associate tag ___ on links to Amazon.</para>
6383
6384             <note>
6385               <para>This can net your library referral fees if a patron
6386               decides to buy an item after clicking through to Amazon from
6387               your site.</para>
6388             </note>
6389
6390             <para>Description:</para>
6391
6392             <itemizedlist>
6393               <listitem>
6394                 <para>An Amazon Associates Tag allows a library to earn a
6395                 percentage of all purchases made on Amazon when a patron
6396                 accesses Amazon's site via links on the library's website.
6397                 More information about the Amazon Associates program is
6398                 available at Amazon's Affiliate Program's website, <ulink url="https://affiliate-program.amazon.com/">https://affiliate-program.amazon.com/</ulink>.
6399                 Before a tag can be obtained, however, the library must first
6400                 apply for an Amazon Web Services (AWS) account. Applications
6401                 are free of charge and can be made at <ulink url="http://aws.amazon.com">http://aws.amazon.com</ulink>.
6402                 Once an AWS account has been established, the library can then
6403                 obtain the Amazon Associates Tag.</para>
6404               </listitem>
6405             </itemizedlist>
6406
6407             <para>Sign up at: <ulink url="https://affiliate-program.amazon.com/">https://affiliate-program.amazon.com/</ulink></para>
6408           </section>
6409
6410           <section id="AmazonCoverImages">
6411             <title>AmazonCoverImages</title>
6412
6413             <para>Default: Don't show</para>
6414
6415             <para>Asks: ___ cover images from Amazon on search results and
6416             item detail pages on the staff interface.</para>
6417
6418             <para>Values:</para>
6419
6420             <itemizedlist>
6421               <listitem>
6422                 <para>Don't show</para>
6423               </listitem>
6424
6425               <listitem>
6426                 <para>Show</para>
6427               </listitem>
6428             </itemizedlist>
6429
6430             <para>Description:</para>
6431
6432             <itemizedlist>
6433               <listitem>
6434                 <para>This preference makes it possible to either allow or
6435                 prevent Amazon cover images from being displayed in the Staff
6436                 Client. Cover images are retrieved by Amazon, which pulls the
6437                 content based on the first ISBN number in the item's MARC
6438                 record. Amazon offers this service free of charge. If the
6439                 value for this preference is set to "Show", the cover images
6440                 will appear in the Staff Client, and if it is set to "Don't
6441                 show", the images will not appear. Finally, if you're using
6442                 Amazon cover images, all other cover image services must be
6443                 disabled. If they are not disabled, they will prevent
6444                 AmazonCoverImages from functioning properly.</para>
6445               </listitem>
6446             </itemizedlist>
6447           </section>
6448
6449           <section id="AmazonLocale">
6450             <title>AmazonLocale</title>
6451
6452             <para>Default: American</para>
6453
6454             <para>Asks: Use Amazon data from its ___ website.</para>
6455
6456             <para>Value:</para>
6457
6458             <itemizedlist>
6459               <listitem>
6460                 <para>American</para>
6461               </listitem>
6462
6463               <listitem>
6464                 <para>British</para>
6465               </listitem>
6466
6467               <listitem>
6468                 <para>Canadian</para>
6469               </listitem>
6470
6471               <listitem>
6472                 <para>French</para>
6473               </listitem>
6474
6475               <listitem>
6476                 <para>German</para>
6477               </listitem>
6478
6479               <listitem>
6480                 <para>Japanese</para>
6481               </listitem>
6482             </itemizedlist>
6483           </section>
6484
6485           <section id="OPACAmazonCoverImages">
6486             <title>OPACAmazonCoverImages</title>
6487
6488             <para>Default: Don't show</para>
6489
6490             <para>Asks: ___ cover images from Amazon on search results and
6491             item detail pages on the OPAC.</para>
6492
6493             <para>Values:</para>
6494
6495             <itemizedlist>
6496               <listitem>
6497                 <para>Don't show</para>
6498               </listitem>
6499
6500               <listitem>
6501                 <para>Show</para>
6502               </listitem>
6503             </itemizedlist>
6504
6505             <para>Description:</para>
6506
6507             <itemizedlist>
6508               <listitem>
6509                 <para>This preference makes it possible to either allow or
6510                 prevent Amazon cover images from being displayed in the OPAC.
6511                 Cover images are retrieved by Amazon, which pulls the content
6512                 based on the first ISBN number in the item's MARC record.
6513                 Amazon offers this service free of charge. If the value for
6514                 this preference is set to "Show", the cover images will appear
6515                 in the OPAC, and if it is set to "Don't show", the images will
6516                 not appear. Finally, if you're using Amazon cover images, all
6517                 other cover image services must be disabled. If they are not
6518                 disabled, they will prevent AmazonCoverImages from functioning
6519                 properly.</para>
6520               </listitem>
6521             </itemizedlist>
6522           </section>
6523         </section>
6524
6525         <section id="Babelthequeprefs">
6526           <title>Babelthèque</title>
6527
6528           <para/>
6529
6530           <section id="Babeltheque">
6531             <title>Babeltheque</title>
6532
6533             <para>Default: Don't</para>
6534
6535             <para>Asks: ___ include information (such as reviews and
6536             citations) from Babelthèque in item detail pages on the
6537             OPAC.</para>
6538
6539             <para>Description:</para>
6540
6541             <itemizedlist>
6542               <listitem>
6543                 <para>This preference makes it possible to display a
6544                 Babeltheque tab in the OPAC, allowing patrons to access tags,
6545                 reviews, and additional title information provided by
6546                 Babeltheque. The information which Babeltheque supplies is
6547                 drawn from the French language-based <ulink url="http://www.babelio.com/">Babelio.com</ulink>, a French
6548                 service similar to LibraryThing for Libraries. More
6549                 information about Babeltheque is available through its
6550                 website, <ulink url="http://www.babeltheque.com/">http://www.babeltheque.com</ulink>.
6551                 Libraries that wish to allow access to this information must
6552                 first register for the service at <ulink url="http://www.babeltheque.com">http://www.babeltheque.com</ulink>.
6553                 Please note that this information is only provided in
6554                 French.</para>
6555               </listitem>
6556             </itemizedlist>
6557
6558             <para>Values:</para>
6559
6560             <itemizedlist>
6561               <listitem>
6562                 <para>Do</para>
6563
6564                 <screenshot>
6565                   <screeninfo>Data from Babelthèque on the bib
6566                   record</screeninfo>
6567
6568                   <mediaobject>
6569                     <imageobject>
6570                       <imagedata fileref="images/admin/globalprefs/Babeltheque.png"/>
6571                     </imageobject>
6572                   </mediaobject>
6573                 </screenshot>
6574               </listitem>
6575
6576               <listitem>
6577                 <para>Don't</para>
6578               </listitem>
6579             </itemizedlist>
6580           </section>
6581
6582           <section id="Babeltheque_url_js">
6583             <title>Babeltheque_url_js</title>
6584
6585             <para>Asks: ___ Defined the url for the Babeltheque javascript
6586             file (eg. http://www.babeltheque.com/bw_XX.js)</para>
6587           </section>
6588
6589           <section id="Babeltheque_url_update">
6590             <title>Babeltheque_url_update</title>
6591
6592             <para>Asks: ___ Defined the url for the Babeltheque update
6593             periodically (eq.
6594             http://www.babeltheque.com/.../file.csv.bz2).</para>
6595           </section>
6596         </section>
6597
6598         <section id="btcontentprefs">
6599           <title>Baker &amp; Taylor</title>
6600
6601           <important>
6602             <para>This is a pay service, you must contact Baker &amp; Taylor
6603             to subscribe to this service before setting these options.</para>
6604           </important>
6605
6606           <section id="BakerTaylorEnabled">
6607             <title>BakerTaylorEnabled</title>
6608
6609             <para>Default: Don't add</para>
6610
6611             <para>Asks: ___ Baker and Taylor links and cover images to the
6612             OPAC and staff client. This requires that you have entered in a
6613             username and password (which can be seen in image links).</para>
6614
6615             <para>Values:</para>
6616
6617             <itemizedlist>
6618               <listitem>
6619                 <para>Add</para>
6620               </listitem>
6621
6622               <listitem>
6623                 <para>Don't add</para>
6624               </listitem>
6625             </itemizedlist>
6626
6627             <para>Description:</para>
6628
6629             <itemizedlist>
6630               <listitem>
6631                 <para>This preference makes it possible to display Baker &amp;
6632                 Taylor content (book reviews, descriptions, cover images,
6633                 etc.) in both the Staff Client and the OPAC. Libraries that
6634                 wish to display Baker &amp; Taylor content must first register
6635                 and pay for this service with Baker &amp; Taylor (<ulink url="http://www.btol.com">http://www.btol.com</ulink>). If
6636                 Baker &amp; Taylor content is enabled be sure to turn off
6637                 other cover and review services to prevent
6638                 interference.</para>
6639               </listitem>
6640             </itemizedlist>
6641
6642             <important>
6643               <para>To use this you will need to also set the <link linkend="btuserpass">BakerTaylorUsername &amp;
6644               BakerTaylorPassword</link> system preferences</para>
6645             </important>
6646           </section>
6647
6648           <section id="BakerTaylorBookstoreURL">
6649             <title>BakerTaylorBookstoreURL</title>
6650
6651             <para>Asks: Baker and Taylor "My Library Bookstore" links should
6652             be accessed at https:// ___ isbn</para>
6653
6654             <para>Description:</para>
6655
6656             <itemizedlist>
6657               <listitem>
6658                 <para>Some libraries generate additional funding for the
6659                 library by selling books and other materials that are
6660                 purchased from or have been previously leased from Baker &amp;
6661                 Taylor. These materials can be accessed via a link on the
6662                 library's website. This service is often referred to as "My
6663                 Library Bookstore." In order to participate in this program,
6664                 the library must first register and pay for the service with
6665                 Baker &amp; Taylor. Additional information about this and
6666                 other services provided by Baker &amp; Taylor is available at
6667                 the Baker &amp; Taylor website, <ulink url="http://www.btol.com">http://www.btol.com</ulink>. The
6668                 BakerTaylorBookstoreURL preference establishes the URL in
6669                 order to link to the library's Baker &amp; Taylor-backed
6670                 online bookstore, if such a bookstore has been established.
6671                 The default for this field is left blank; if no value is
6672                 entered, the links to My Library Bookstore will remain
6673                 inactive. If enabling this preference, enter the library's
6674                 Hostname and Parent Number in the appropriate location within
6675                 the URL. The "key" value (key=) should be appended to the URL,
6676                 and https:// should be prepended.</para>
6677               </listitem>
6678             </itemizedlist>
6679
6680             <para>This should be filled in with something like
6681             koha.mylibrarybookstore.com/MLB/actions/searchHandler.do?nextPage=bookDetails&amp;parentNum=10923&amp;key=</para>
6682
6683             <note>
6684               <para>Leave it blank to disable these links.</para>
6685             </note>
6686
6687             <important>
6688               <para>Be sure to get this information from Baker &amp; Taylor
6689               when subscribing.</para>
6690             </important>
6691           </section>
6692
6693           <section id="btuserpass">
6694             <title>BakerTaylorUsername &amp; BakerTaylorPassword</title>
6695
6696             <para>Asks: Access Baker and Taylor using username ___ and
6697             password ___</para>
6698
6699             <para>Descriptions:</para>
6700
6701             <itemizedlist>
6702               <listitem>
6703                 <para>This setting in only applicable if the library has a
6704                 paid subscription to the external Content Café service from
6705                 Baker &amp; Taylor. Use the box provided to enter in the
6706                 library's Content Café username and password. Also, ensure
6707                 that the <link linkend="BakerTaylorBookstoreURL">BakerTaylorBookstoreURL</link>
6708                 and <link linkend="BakerTaylorEnabled">BakerTaylorEnabled</link>
6709                 settings are properly set. The Content Café service is a feed
6710                 of enhanced content such as cover art, professional reviews,
6711                 and summaries that is displayed along with Staff Client/OPAC
6712                 search results. For more information on this service please
6713                 see the Baker &amp; Taylor website: <ulink url="http://www.btol.com">http://www.btol.com</ulink></para>
6714               </listitem>
6715             </itemizedlist>
6716
6717             <important>
6718               <para>Be sure to get this information from Baker &amp; Taylor
6719               when subscribing.</para>
6720             </important>
6721           </section>
6722         </section>
6723         <section id="coceimages">
6724           <title>Coce Cover images cache</title>
6725           <para>Coce is a remote image URL cache. With this option, cover images are not fetched
6726             directly from Amazon, Google, and so on. Their URLs are requested via a web service to
6727             Coce which manages a cache of URLs. </para>
6728           <section id="Coce">
6729             <title>Coce</title>
6730             <para>Default: Don't enable</para>
6731             <para>Asks: ___  a Coce image cache service.</para>
6732             <para>Values:<itemizedlist>
6733                 <listitem>
6734                   <para>Don't enable</para>
6735                 </listitem>
6736                 <listitem>
6737                   <para>Enable</para>
6738                 </listitem>
6739               </itemizedlist></para>
6740             <para>Description: <itemizedlist>
6741                 <listitem>
6742                   <para>Coce has many benefits when it comes to choosing and displaying cover images
6743                     in Koha:<itemizedlist>
6744                       <listitem>
6745                         <para>If a book cover is not available from a provider, but is available
6746                           from another one, Koha will be able to display a book cover, which isn't
6747                           the case now </para>
6748                       </listitem>
6749                       <listitem>
6750                         <para>Since URLs are cached, it isn't necessary for each book cover to
6751                           request, again and again, the provider, and several of them if necessary.
6752                         </para>
6753                       </listitem>
6754                       <listitem>
6755                         <para>Amazon book covers are retrieved with Amazon Product Advertising API,
6756                           which means that more covers are retrieved (ISBN13).</para>
6757                       </listitem>
6758                     </itemizedlist><important>
6759                       <para>Coce does not come bundled with Koha. Your Koha install with not already
6760                         have a Coce server set up. Before enabling this functionality you will want
6761                         to be sure to have a Coce server set up.  Instructions on installing and
6762                         setting up Coce can be found on the official github page at <ulink
6763                           url="https://github.com/fredericd/coce"
6764                           >https://github.com/fredericd/coce</ulink>.</para>
6765                     </important></para>
6766                 </listitem>
6767               </itemizedlist></para>
6768           </section>
6769           <section id="CoceHost">
6770             <title>CoceHost</title>
6771             <para>Asks: Coce server URL ___</para>
6772             <para>Description:<itemizedlist>
6773                 <listitem>
6774                   <para>This will be the full URL (starting with http://) to your Coce server.
6775                   </para>
6776                 </listitem>
6777               </itemizedlist></para>
6778           </section>
6779           <section id="CoceProviders">
6780             <title>CoceProviders</title>
6781             <para>Asks: Use the following providers to fetch the covers ___</para>
6782             <para>Values:<itemizedlist>
6783                 <listitem>
6784                   <para>[Select all]</para>
6785                 </listitem>
6786                 <listitem>
6787                   <para>Amazon Web Services</para>
6788                 </listitem>
6789                 <listitem>
6790                   <para>Google Books</para>
6791                 </listitem>
6792                 <listitem>
6793                   <para>Open Library</para>
6794                 </listitem>
6795               </itemizedlist></para>
6796             <para>Description:<itemizedlist>
6797                 <listitem>
6798                   <para>The providers chosen here will be used to gather cover images for display in
6799                     your Koha catalog.</para>
6800                 </listitem>
6801               </itemizedlist></para>
6802           </section>
6803         </section>
6804
6805         <section id="googleprefs">
6806           <title>Google</title>
6807
6808           <para/>
6809
6810           <section id="GoogleJackets">
6811             <title>GoogleJackets</title>
6812
6813             <para>Default: Don't add</para>
6814
6815             <para>Asks: ___ cover images from Google Books to search results
6816             and item detail pages on the OPAC.</para>
6817
6818             <para>Values:</para>
6819
6820             <itemizedlist>
6821               <listitem>
6822                 <para>Add</para>
6823               </listitem>
6824
6825               <listitem>
6826                 <para>Don't add</para>
6827               </listitem>
6828             </itemizedlist>
6829
6830             <para>Description:</para>
6831
6832             <itemizedlist>
6833               <listitem>
6834                 <para>This setting controls the display of applicable cover
6835                 art from the free Google Books database, via the Google Books
6836                 API. Please note that to use this feature, all other cover
6837                 services should be turned off.</para>
6838               </listitem>
6839             </itemizedlist>
6840           </section>
6841         </section>
6842         <section id="html5">
6843           <title>HTML5 Media</title>
6844           <section id="HTML5MediaEnabled">
6845             <title>HTML5MediaEnabled</title>
6846             <para>Default: not at all</para>
6847             <para>Asks: Show a tab with a HTML5 media player for files catalogued in field 856
6848               ___</para>
6849             <para>Values:<itemizedlist>
6850                 <listitem>
6851                   <para>in OPAC and staff client</para>
6852                 </listitem>
6853                 <listitem>
6854                   <para>in the OPAC</para>
6855                   <screenshot>
6856                     <screeninfo>HTML5 Media in the OPAC</screeninfo>
6857                     <mediaobject>
6858                       <imageobject>
6859                         <imagedata fileref="images/admin/globalprefs/HTML5MediaEnabled-opac.png"/>
6860                       </imageobject>
6861                     </mediaobject>
6862                   </screenshot>
6863                 </listitem>
6864                 <listitem>
6865                   <para>in the staff client</para>
6866                   <screenshot>
6867                       <screeninfo>HTML5 Media in the staff client</screeninfo>
6868                       <mediaobject>
6869                         <imageobject>
6870                           <imagedata fileref="images/admin/globalprefs/HTML5MediaEnabled-staff.png"/>
6871                         </imageobject>
6872                       </mediaobject>
6873                     </screenshot>
6874                 </listitem>
6875                 <listitem>
6876                   <para>not at all</para>
6877                 </listitem>
6878               </itemizedlist></para>
6879             <para>Description:<itemizedlist>
6880                 <listitem>
6881                   <para>If you have media elements in the 856 of your MARC record this preference
6882                     can run/show those media files in a separate tab using HTML5.</para>
6883                 </listitem>
6884               </itemizedlist></para>
6885           </section>
6886           <section id="HTML5MediaExtensions">
6887             <title>HTML5MediaExtensions</title>
6888             <para>Default: webm|ogg|ogv|oga|vtt</para>
6889             <para>Asks: Media file extensions ___</para>
6890             <para>Description:<itemizedlist>
6891                 <listitem>
6892                   <para>Enter in file extensions separated with bar (|)</para>
6893                 </listitem>
6894               </itemizedlist></para>
6895           </section>
6896         </section>
6897         <section id="HTML5MediaYouTube">
6898           <title>HTML5MediaYouTube</title>
6899           <para>Default: Don't embed</para>
6900           <para><important>
6901               <para>To turn this on first enable <link linkend="HTML5MediaEnabled"
6902                   >HTML5MediaEnabled</link></para>
6903             </important>Asks: ___ YouTube links as videos.</para>
6904           <para>Values: <itemizedlist>
6905               <listitem>
6906                 <para>Don't embed</para>
6907               </listitem>
6908               <listitem>
6909                 <para>Embed</para>
6910               </listitem>
6911             </itemizedlist></para>
6912           <para>Description:<itemizedlist>
6913               <listitem>
6914                 <para>This preference will allow MARC21 856$u that points to YouTube to appear as a
6915                   playable video on the pages defined in <link linkend="HTML5MediaEnabled"
6916                     >HTML5MediaEnabled</link>.</para>
6917               </listitem>
6918             </itemizedlist></para>
6919         </section>
6920         <section id="IDreamLibraries">
6921           <title>IDreamLibraries</title>
6922           <para><ulink url="http://idreambooks.com/">IDreamBooks.com</ulink> aggregates book reviews
6923             by critics to help you discover the very best of what's coming out each week.  These
6924             preferences let you integrated content from <ulink url="http://IDreamBooks.com">IDreamBooks.com</ulink> in to your Koha OPAC.  <note>
6925               <para>This is a new website and has limited content, so you may only see these
6926                 features on new popular titles until the database grows some more.</para>
6927             </note></para>
6928           <section id="IDreamBooksReadometer">
6929             <title>IDreamBooksReadometer</title>
6930             <para>Default: Don't add</para>
6931             <para>Asks: ___ a "Readometer" that summarizes the reviews gathered by IDreamBooks.com
6932               to the OPAC details page. </para>
6933             <para>Values:<itemizedlist>
6934                 <listitem>
6935                   <para>Add</para>
6936                   <screenshot>
6937                       <screeninfo>Readometer on the details page</screeninfo>
6938                       <mediaobject>
6939                         <imageobject>
6940                           <imagedata fileref="images/admin/globalprefs/IDreamBooksReadometer.png"/>
6941                         </imageobject>
6942                       </mediaobject>
6943                     </screenshot>
6944                 </listitem>
6945                 <listitem>
6946                   <para>Don't add</para>
6947                 </listitem>
6948               </itemizedlist></para>
6949           </section>
6950           <section id="IDreamBooksResults">
6951             <title>IDreamBooksResults</title>
6952             <para>Default: Don't add</para>
6953             <para>Asks: ___ the rating from IDreamBooks.com to OPAC search results. </para>
6954             <para>Values:<itemizedlist>
6955                 <listitem>
6956                   <para>Add</para>
6957                   <screenshot>
6958                       <screeninfo>iDreamBooks rating on search results</screeninfo>
6959                       <mediaobject>
6960                         <imageobject>
6961                           <imagedata fileref="images/admin/globalprefs/IDreamBooksResults.png"/>
6962                         </imageobject>
6963                       </mediaobject>
6964                     </screenshot>
6965                 </listitem>
6966                 <listitem>
6967                   <para>Don't add</para>
6968                 </listitem>
6969               </itemizedlist></para>
6970           </section>
6971           <section id="IDreamBooksReviews">
6972             <title>IDreamBooksReviews</title>
6973             <para>Default: Don't add</para>
6974             <para>Asks: ___ a tab on the OPAC details with book reviews from critics aggregated by
6975               IDreamBooks.com. </para>
6976             <para>Values:<itemizedlist>
6977                 <listitem>
6978                   <para>Add</para>
6979                     <screenshot>
6980                       <screeninfo>Reviews tab on the detail page</screeninfo>
6981                       <mediaobject>
6982                         <imageobject>
6983                           <imagedata fileref="images/admin/globalprefs/IDreamBooksReviews.png"/>
6984                         </imageobject>
6985                       </mediaobject>
6986                     </screenshot>
6987                 </listitem>
6988                 <listitem>
6989                   <para>Don't add</para>
6990                 </listitem>
6991               </itemizedlist></para>
6992           </section>
6993         </section>
6994
6995         <section id="librarythingprefs">
6996           <title>LibraryThing</title>
6997
6998           <para>LibraryThing for Libraries is a pay service. You must first
6999           contact LibraryThing directly for pricing and subscription
7000           information. Learn more at <ulink url="http://www.librarything.com/forlibraries">http://www.librarything.com/forlibraries</ulink>.
7001           Also, for further configuration instructions please see the
7002           LibraryThing Wiki: <ulink url="http://www.librarything.com/wiki/index.php/Koha">http://www.librarything.com/wiki/index.php/Koha</ulink></para>
7003
7004           <section id="LibraryThingForLibrariesEnabled">
7005             <title>LibraryThingForLibrariesEnabled</title>
7006
7007             <para>Default: Don't show</para>
7008
7009             <para>Asks: ___ reviews, similar items, and tags from Library
7010             Thing for Libraries on item detail pages on the OPAC.</para>
7011
7012             <para>Values:</para>
7013
7014             <itemizedlist>
7015               <listitem>
7016                 <para>Don't show</para>
7017               </listitem>
7018
7019               <listitem>
7020                 <para>Show</para>
7021               </listitem>
7022             </itemizedlist>
7023
7024             <para>Description:</para>
7025
7026             <itemizedlist>
7027               <listitem>
7028                 <para>This setting is only applicable if the library has a
7029                 paid subscription to the external LibraryThing for Libraries
7030                 service. This service can provide patrons with the display of
7031                 expanded information on catalog items such as book
7032                 recommendations. It also can offer advanced features like
7033                 tagged browsing, patron written reviews, and a virtual library
7034                 display accessed from the details tab.</para>
7035               </listitem>
7036             </itemizedlist>
7037
7038             <important>
7039               <para>If this is set to 'show' you will need to enter a value in
7040               the '<link linkend="LibraryThingForLibrariesID">LibraryThingForLibrariesID</link>'
7041               system preference.</para>
7042             </important>
7043           </section>
7044
7045           <section id="LibraryThingForLibrariesID">
7046             <title>LibraryThingForLibrariesID</title>
7047
7048             <para>Asks: Access Library Thing for Libraries using the customer
7049             ID ___</para>
7050
7051             <para>Description:</para>
7052
7053             <itemizedlist>
7054               <listitem>
7055                 <para>This setting is only applicable if the library has a
7056                 paid subscription to the external LibraryThing for Libraries
7057                 service. Use the box provided to enter in the library's
7058                 LibraryThing for Libraries ID as provided to the library by
7059                 LibraryThing. The ID number is a series of numbers in the form
7060                 ###-#########, and can be found on the library's account page
7061                 at LibraryThing for Libraries. This service can provide
7062                 patrons with the display of expanded information on catalog
7063                 items such as book recommendations and cover art. It also can
7064                 offer advanced features like tagged browsing, patron written
7065                 reviews, and a virtual library display accessed from the
7066                 details tab.</para>
7067               </listitem>
7068             </itemizedlist>
7069           </section>
7070
7071           <section id="LibraryThingForLibrariesTabbedView">
7072             <title>LibraryThingForLibrariesTabbedView</title>
7073
7074             <para>Default: in line with bibliographic information</para>
7075
7076             <para>Asks: Show Library Thing for Libraries content ___</para>
7077
7078             <para>Values:</para>
7079
7080             <itemizedlist>
7081               <listitem>
7082                 <para>in line with bibliographic information</para>
7083               </listitem>
7084
7085               <listitem>
7086                 <para>in tabs</para>
7087               </listitem>
7088             </itemizedlist>
7089
7090             <para>Description:</para>
7091
7092             <itemizedlist>
7093               <listitem>
7094                 <para>This setting is only applicable if the library has a
7095                 paid subscription to the external LibraryThing for Libraries
7096                 service. This service can provide patrons with the display of
7097                 expanded information on catalog items such as book
7098                 recommendations and cover art. It also can offer advanced
7099                 features like tagged browsing, patron written reviews, and a
7100                 virtual library display accessed from the details tab.</para>
7101               </listitem>
7102             </itemizedlist>
7103           </section>
7104           <section id="ThingISBN">
7105             <title>ThingISBN</title>
7106             <para>Default: Don't use</para>
7107             <para>Asks: ___ the ThingISBN service to show other editions of a title</para>
7108             <para>Values:</para>
7109             <itemizedlist>
7110               <listitem>
7111                 <para>Don't use</para>
7112               </listitem>
7113               <listitem>
7114                 <para>Use</para>
7115               </listitem>
7116             </itemizedlist>
7117             <para>Description:</para>
7118             <itemizedlist>
7119               <listitem>
7120                 <para>Set to 'Use' to display an "Editions" tab on the item's detail page. Editions
7121                   are listed, complete with cover art (if you have one of the cover services
7122                   enabled) and bibliographic information. The feed comes from LibraryThing's
7123                   ThingISBN web service. This is a free service to non-commercial sites with fewer
7124                   than 1,000 requests per day.</para>
7125               </listitem>
7126             </itemizedlist>
7127             <important>
7128               <para>Requires <link linkend="FRBRizeEditions">FRBRizeEditions</link> and/or <link
7129                   linkend="OPACFRBRizeEditions">OPACFRBRizeEditions</link> set to 'show'</para>
7130             </important>
7131             <important>
7132               <para>This is separate from Library Thing for Libraries and does not have a cost
7133                 associated with it.</para>
7134             </important>
7135           </section>
7136         </section>
7137
7138         <section id="localimages">
7139           <title>Local Cover Images</title>
7140
7141           <para/>
7142
7143           <section id="AllowMultipleCovers">
7144             <title>AllowMultipleCovers</title>
7145
7146             <para>Default: Don't allow</para>
7147
7148             <para>Asks: ___ multiple images to be attached to each
7149             bibliographic record.</para>
7150
7151             <para>Values:</para>
7152
7153             <itemizedlist>
7154               <listitem>
7155                 <para>Allow</para>
7156               </listitem>
7157
7158               <listitem>
7159                 <para>Don't allow</para>
7160               </listitem>
7161             </itemizedlist>
7162
7163             <para>Description:</para>
7164
7165             <itemizedlist>
7166               <listitem>
7167                 <para>If this preference is set to 'Allow' then you can upload
7168                 multiple images that will appear in the images tab on the bib
7169                 record in the OPAC and the staff client. This preference
7170                 requires that either one or both <link linkend="LocalCoverImages">LocalCoverImages</link> and <link linkend="OPACLocalCoverImages">OPACLocalCoverImages</link> are
7171                 set to 'Display.'</para>
7172
7173                 <screenshot>
7174                   <screeninfo>Multiple cover images</screeninfo>
7175
7176                   <mediaobject>
7177                     <imageobject>
7178                       <imagedata fileref="images/admin/globalprefs/AllowMultipleCovers.png"/>
7179                     </imageobject>
7180                   </mediaobject>
7181                 </screenshot>
7182               </listitem>
7183             </itemizedlist>
7184           </section>
7185
7186           <section id="LocalCoverImages">
7187             <title>LocalCoverImages</title>
7188
7189             <para>Default: Don't display</para>
7190
7191             <para>Asks: ___ local cover images on intranet search and details
7192             pages.</para>
7193
7194             <para>Values:</para>
7195
7196             <itemizedlist>
7197               <listitem>
7198                 <para>Display</para>
7199               </listitem>
7200
7201               <listitem>
7202                 <para>Don't display</para>
7203               </listitem>
7204             </itemizedlist>
7205
7206             <para>Description:</para>
7207
7208             <itemizedlist>
7209               <listitem>
7210                 <para>Setting this preference to 'Display' allows you to
7211                 upload your own cover images to bib records and display them
7212                 on the detail page in the staff client. At this time the cover
7213                 will only show under the 'Images' tab on the holdings table on
7214                 the detail display, not next to the title at the top left or
7215                 on the search results.</para>
7216               </listitem>
7217             </itemizedlist>
7218           </section>
7219
7220           <section id="OPACLocalCoverImages">
7221             <title>OPACLocalCoverImages</title>
7222
7223             <para>Default: Don't display</para>
7224
7225             <para>Asks: ___ local cover images on OPAC search and details
7226             pages.</para>
7227
7228             <para>Values:</para>
7229
7230             <itemizedlist>
7231               <listitem>
7232                 <para>Display</para>
7233               </listitem>
7234
7235               <listitem>
7236                 <para>Don't display</para>
7237               </listitem>
7238             </itemizedlist>
7239
7240             <para>Description:</para>
7241
7242             <itemizedlist>
7243               <listitem>
7244                 <para>Setting this preference to 'Display' allows you to
7245                 upload your own cover images to bib records and display them
7246                 on the detail page and search results in the OPAC.</para>
7247               </listitem>
7248             </itemizedlist>
7249           </section>
7250         </section>
7251
7252         <section id="novelistselect">
7253           <title>Novelist Select</title>
7254
7255           <para>Novelist Select is not a free service. Contact your Ebsco
7256           representitive to get your log in information to embed this content
7257           in the OPAC.<important>
7258               <para>Novelist Select does not include cover images for the search results and
7259                 bibliographic detail pages. You can choose any other cover image service for this
7260                 content or you can contract with Ebsco to get access to the <link linkend="btcontentprefs">Baker &amp; Taylor Content Cafe</link> for an added
7261                 fee.</para>
7262             </important></para>
7263
7264           <section id="NovelistSelectEnabled">
7265             <title>NovelistSelectEnabled</title>
7266
7267             <para>Default: Don't add</para>
7268
7269             <para>Asks: ___ Novelist Select content to the OPAC.</para>
7270
7271             <para>Values:</para>
7272
7273             <itemizedlist>
7274               <listitem>
7275                 <para>Add</para>
7276               </listitem>
7277
7278               <listitem>
7279                 <para>Don't add</para>
7280               </listitem>
7281             </itemizedlist>
7282
7283             <para><important>
7284                 <para>Enabling this requires that you have entered in a user
7285                 profile and password in the <link linkend="NovelistSelectProfile">NovelistSelectProfile &amp;
7286                 NovelistSelectPassword</link> preferences</para>
7287               </important>Description:</para>
7288
7289             <itemizedlist>
7290               <listitem>
7291                 <para>Novelist Select from Ebsco is a subscription service
7292                 that can provide additional content in the OPAC.</para>
7293               </listitem>
7294             </itemizedlist>
7295           </section>
7296
7297           <section id="NovelistSelectProfile">
7298             <title>NovelistSelectProfile &amp; NovelistSelectPassword</title>
7299
7300             <para>Asks: Access Novelist Select using user profile ___ and
7301             password ___.</para>
7302
7303             <important>
7304               <para>This information will be visible if someone views the
7305               source code on your OPAC.</para>
7306             </important>
7307
7308             <para>Description:</para>
7309
7310             <itemizedlist>
7311               <listitem>
7312                 <para>Novelist Select from Ebsco is a subscription service
7313                 that can provide additional content in the OPAC.</para>
7314               </listitem>
7315             </itemizedlist>
7316           </section>
7317
7318           <section id="NovelistSelectView">
7319             <title>NovelistSelectView</title>
7320
7321             <para>Default: in an OPAC tab</para>
7322
7323             <para>Asks: Display Novelist Select content ___</para>
7324
7325             <para>Description:</para>
7326
7327             <itemizedlist>
7328               <listitem>
7329                 <para>Novelist Select provides a lot of content, for that
7330                 reason you have four choices of where to display this content.
7331                 The default view is in a tab in the holdings table.</para>
7332
7333                 <screenshot>
7334                   <screeninfo>Novelist Select in a tab</screeninfo>
7335
7336                   <mediaobject>
7337                     <imageobject>
7338                       <imagedata fileref="images/admin/globalprefs/novelisttab.png"/>
7339                     </imageobject>
7340                   </mediaobject>
7341                 </screenshot>
7342
7343                 <para>The content is the same if you choose to show it above
7344                 the holdings table or below it. If shown in the right column
7345                 of the page it's the same content, but displays a bit
7346                 differently since space is limited.</para>
7347
7348                 <screenshot>
7349                   <screeninfo>Novelist Select on the side</screeninfo>
7350
7351                   <mediaobject>
7352                     <imageobject>
7353                       <imagedata fileref="images/admin/globalprefs/novelistside.png"/>
7354                     </imageobject>
7355                   </mediaobject>
7356                 </screenshot>
7357               </listitem>
7358             </itemizedlist>
7359
7360             <para>Values:</para>
7361
7362             <itemizedlist>
7363               <listitem>
7364                 <para>above the holdings table</para>
7365               </listitem>
7366
7367               <listitem>
7368                 <para>below the holdings table</para>
7369               </listitem>
7370
7371               <listitem>
7372                 <para>in an OPAC tab</para>
7373               </listitem>
7374
7375               <listitem>
7376                 <para>under the Save Record dropdown on the right</para>
7377               </listitem>
7378             </itemizedlist>
7379           </section>
7380         </section>
7381
7382         <section id="oclcprefs">
7383           <title>OCLC</title>
7384
7385           <para/>
7386
7387           <section id="XISBN">
7388             <title>XISBN</title>
7389
7390             <para>Default: Don't use</para>
7391
7392             <para>Asks: ___ the OCLC xISBN service to show other editions of a
7393             title</para>
7394
7395             <para>Description:</para>
7396
7397             <itemizedlist>
7398               <listitem>
7399                 <para>Set to 'Use' to display an "Editions" tab on the item's
7400                 detail page. Editions are listed, complete with cover art and
7401                 bibliographic information. The feed comes from OCLC's xISBN
7402                 web service. The feed limit for non-commercial sites is 1000
7403                 requests per day.</para>
7404               </listitem>
7405             </itemizedlist>
7406
7407             <para>Values:</para>
7408
7409             <itemizedlist>
7410               <listitem>
7411                 <para>Don't use</para>
7412               </listitem>
7413
7414               <listitem>
7415                 <para>Use</para>
7416               </listitem>
7417             </itemizedlist>
7418
7419             <important>
7420               <para>Requires <link linkend="FRBRizeEditions">FRBRizeEditions</link> and/or <link linkend="OPACFRBRizeEditions">OPACFRBRizeEditions</link> set to
7421               'show'</para>
7422             </important>
7423           </section>
7424
7425           <section id="OCLCAffiliateID">
7426             <title>OCLCAffiliateID</title>
7427
7428             <para>Asks: Use the OCLC affiliate ID ___ to access the xISBN
7429             service.</para>
7430
7431             <para>Description:</para>
7432
7433             <itemizedlist>
7434               <listitem>
7435                 <para>This setting is only applicable if the library has an
7436                 OCLC Affiliate ID. This allows WorldCat searching in the OPAC
7437                 via the XISBN programming interface. Simply enter the
7438                 library's OCLC Affiliate ID in the box provided. Please note
7439                 that using this data is only necessary if <link linkend="FRBRizeEditions">FRBRizeEditions</link> and/or <link linkend="OPACFRBRizeEditions">OPACFRBRizeEditions</link> and
7440                 <link linkend="XISBN">XISBN</link> settings are enabled. For
7441                 more information on this service please visit the OCLC
7442                 website: <ulink url="http://www.worldcat.org/affiliate/default.jsp">http://www.worldcat.org/affiliate/default.jsp</ulink>.</para>
7443               </listitem>
7444             </itemizedlist>
7445
7446             <important>
7447               <para>Unless you have signed up for an ID with OCLC, you are
7448               limited to 1000 requests per day. Available at: <ulink url="http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp">http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp</ulink></para>
7449             </important>
7450           </section>
7451
7452           <section id="XISBNDailyLimit">
7453             <title>XISBNDailyLimit</title>
7454
7455             <para>Default: 999</para>
7456
7457             <para>Asks: Only use the xISBN service ___ times a day.</para>
7458
7459             <important>
7460               <para>Unless you have signed up for an ID with OCLC, you are
7461               limited to 1000 requests per day. Available at: <ulink url="http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp">http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp</ulink></para>
7462             </important>
7463           </section>
7464         </section>
7465
7466         <section id="OpenLibraryPrefs">
7467           <title>Open Library</title>
7468
7469           <section id="OpenLibraryCovers">
7470             <title>OpenLibraryCovers</title>
7471
7472             <para>Default: Don't add</para>
7473
7474             <para>Asks: ___ cover images from Open Library to search results
7475             and item detail pages on the OPAC.</para>
7476
7477             <para>Values:</para>
7478
7479             <itemizedlist>
7480               <listitem>
7481                 <para>Add</para>
7482               </listitem>
7483
7484               <listitem>
7485                 <para>Don't add</para>
7486               </listitem>
7487             </itemizedlist>
7488
7489             <para>Description:</para>
7490
7491             <itemizedlist>
7492               <listitem>
7493                 <para>This setting controls the display of applicable cover
7494                 art from the free Open Library database, via the Open Library
7495                 API. Please note that to use this feature, all other cover
7496                 services should be turned off.</para>
7497               </listitem>
7498             </itemizedlist>
7499           </section>
7500           <section id="OpenLibrarySearch">
7501             <title>OpenLibrarySearch</title>
7502             <para>Default: Don't show</para>
7503             <para>Asks: ___ search results from Open Library on the OPAC. </para>
7504             <para>Values:<itemizedlist>
7505                 <listitem>
7506                   <para>Don't show</para>
7507                 </listitem>
7508                 <listitem>
7509                   <para>Show<screenshot>
7510                       <screeninfo>Open Library results</screeninfo>
7511                       <mediaobject>
7512                         <imageobject>
7513                           <imagedata fileref="images/admin/globalprefs/OpenLibrarySearch.png"/>
7514                         </imageobject>
7515                       </mediaobject>
7516                     </screenshot></para>
7517                 </listitem>
7518               </itemizedlist></para>
7519           </section>
7520         </section>
7521         <section id="overdriveprefs">
7522           <title>Overdrive</title>
7523           <para>OverDrive is an pay service. You must first contact OverDrive directly for pricing
7524             and subscription information. Enabling this service will integrate Overdrive results in
7525             to your OPAC searches. You will have to apply for these 3 pieces of information through
7526             an application as an API developer. Overdrive API applications are evaluated once a week
7527             so you may not be able to use this feature immediately after signing up. To learn more
7528             please contact your OverDrive representative.</para>
7529           <screenshot>
7530               <screeninfo>Overdrive results</screeninfo>
7531               <mediaobject>
7532                 <imageobject>
7533                   <imagedata fileref="images/admin/globalprefs/Overdrive.png"/>
7534                 </imageobject>
7535               </mediaobject>
7536             </screenshot>
7537           <section id="OverDriveClientKey">
7538             <title>OverDriveClientKey and OverDriveClientSecret</title>
7539             <para>Asks: Include OverDrive availability information with the client key __ and client
7540               secret ___</para>
7541             <para>Description:<itemizedlist>
7542                 <listitem>
7543                   <para>OverDrive customers can get this information by visiting the <ulink
7544                       url="https://developer.overdrive.com/docs/getting-started">OverDrive Developer
7545                       Portal</ulink> and following the instructions found there to apply as an API
7546                     developer. Once this data and the <link linkend="OverDriveLibraryID"
7547                       >OverDriveLibraryID</link> are populated you will see OverDrive results on
7548                     your OPAC searches.</para>
7549                 </listitem>
7550               </itemizedlist></para>
7551           </section>
7552           <section id="OverDriveLibraryID">
7553             <title>OverDriveLibraryID</title>
7554             <para>Asks: Show items from the OverDrive catalog of library # ___</para>
7555             <para>Description:<itemizedlist>
7556                 <listitem>
7557                   <para>OverDrive customers can get this information by visiting the <ulink
7558                       url="https://developer.overdrive.com/docs/getting-started">OverDrive Developer
7559                       Portal</ulink> and following the instructions found there to apply as an API
7560                     developer. Once this data and the <link linkend="OverDriveClientKey"
7561                       >OverDriveClientKey and OverDriveClientSecret</link> are populated you will
7562                     see OverDrive results on your OPAC searches.</para>
7563                 </listitem>
7564               </itemizedlist></para>
7565           </section>
7566         </section>
7567         <section id="pluginprefs">
7568           <title>Plugins</title>
7569           <section id="UseKohaPlugins">
7570             <title>UseKohaPlugins</title>
7571             <para>Default: Don't enable</para>
7572             <para>Asks: ___  the ability to use Koha Plugins.</para>
7573             <para>Values:<itemizedlist>
7574                 <listitem>
7575                   <para>Don't enable</para>
7576                 </listitem>
7577                 <listitem>
7578                   <para>Enable</para>
7579                 </listitem>
7580               </itemizedlist></para>
7581             <note>
7582               <para>The plugin system must also be enabled in the Koha configuration file to be
7583                 fully enabled. Learn more in the <link linkend="pluginsystem">Plugins
7584                 chapter</link>.</para>
7585             </note>
7586           </section>
7587         </section>
7588
7589         <section id="Syndeticsprefs">
7590           <title>Syndetics</title>
7591
7592           <para>Syndetics is a pay service. You must first contact Syndetics
7593           directly for pricing and subscription information.</para>
7594
7595           <section id="SyndeticsEnabled">
7596             <title>SyndeticsEnabled</title>
7597
7598             <para>Default: Don't use</para>
7599
7600             <para>Asks: ___ content from Syndetics.</para>
7601
7602             <para>Values:</para>
7603
7604             <itemizedlist>
7605               <listitem>
7606                 <para>Don't use</para>
7607               </listitem>
7608
7609               <listitem>
7610                 <para>Use</para>
7611               </listitem>
7612             </itemizedlist>
7613
7614             <para>Description:</para>
7615
7616             <itemizedlist>
7617               <listitem>
7618                 <para>When this option is enabled any of the Syndetics options
7619                 can be used.</para>
7620               </listitem>
7621             </itemizedlist>
7622
7623             <important>
7624               <para>Requires that you enter your <link linkend="SyndeticsClientCode">SyndeticsClientCode</link> before
7625               this content will appear.</para>
7626             </important>
7627           </section>
7628
7629           <section id="SyndeticsClientCode">
7630             <title>SyndeticsClientCode</title>
7631
7632             <para>Asks: Use the client code ___ to access Syndetics.</para>
7633
7634             <para>Description:</para>
7635
7636             <itemizedlist>
7637               <listitem>
7638                 <para>Once the library signs up for Syndetics' services,
7639                 Syndetics will provide the library with an access code. (Visit
7640                 the Syndetics homepage at <ulink url="http://www.bowker.com/syndetics/">http://www.bowker.com/syndetics/</ulink>
7641                 for more information.) This is the code that must be entered
7642                 to access Syndetics' subscription services. Syndetics is a
7643                 paid subscription service. This value must be entered before
7644                 <link linkend="SyndeticsEditions">SyndeticsEditions</link> can
7645                 be enabled. If the code is lost, corrupted, or forgotten, a
7646                 new one can be obtained from <ulink url="http://www.bowker.com/syndetics/">http://www.bowker.com/syndetics/</ulink>.</para>
7647               </listitem>
7648             </itemizedlist>
7649
7650             <important>
7651               <para>You will need to get your client code directly from
7652               Syndetics.</para>
7653             </important>
7654           </section>
7655
7656           <section id="SyndeticsCoverImages">
7657             <title>SyndeticsCoverImages &amp; SyndeticsCoverImageSize</title>
7658
7659             <para>SyndeticsCoverImages Default: Don't show</para>
7660
7661             <para>SyndeticsCoverImageSize Default: medium</para>
7662
7663             <para>Asks: ___ cover images from Syndetics on search results and
7664             item detail pages on the OPAC in a ___ size.</para>
7665
7666             <para>Descriptions:</para>
7667
7668             <itemizedlist>
7669               <listitem>
7670                 <para>When enabled, SyndeticsCoverImages, allows libraries to
7671                 display Syndetics' collection of full-color cover images for
7672                 books, videos, DVDs and CDs on their OPAC. For each book or
7673                 item that comes up during a user search, the cover image for
7674                 that title will be displayed. Since these cover images come in
7675                 three sizes, the optimum size must be selected using the
7676                 SyndeticsCoverImageSize preference after SyndeticsCoverImages
7677                 are enabled. Syndetics cover images come in two sizes:
7678                 mid-size (187 x 187 pixels), and large (400 x 400 pixels).
7679                 Syndetics is a paid subscription service. The <link linkend="SyndeticsClientCode">SyndeticsClientCode</link> must
7680                 be entered and the <link linkend="SyndeticsEnabled">SyndeticsEnabled</link> option must
7681                 be activated before this service can be used. Other cover
7682                 image preferences should also be disabled to avoid
7683                 interference.</para>
7684               </listitem>
7685             </itemizedlist>
7686
7687             <para>SyndeticsCoverImages Values:</para>
7688
7689             <itemizedlist>
7690               <listitem>
7691                 <para>Don't show</para>
7692               </listitem>
7693
7694               <listitem>
7695                 <para>Show</para>
7696               </listitem>
7697             </itemizedlist>
7698
7699             <para>SyndeticsCoverImageSize Values:</para>
7700
7701             <itemizedlist>
7702               <listitem>
7703                 <para>medium</para>
7704               </listitem>
7705
7706               <listitem>
7707                 <para>large</para>
7708               </listitem>
7709             </itemizedlist>
7710           </section>
7711
7712           <section id="SyndeticsAuthorNotes">
7713             <title>SyndeticsAuthorNotes</title>
7714
7715             <para>Default: Don't show</para>
7716
7717             <para>Asks: ___ notes about the author of a title from Syndetics
7718             on item detail pages on the OPAC.</para>
7719
7720             <para>Values:</para>
7721
7722             <itemizedlist>
7723               <listitem>
7724                 <para>Don't show</para>
7725               </listitem>
7726
7727               <listitem>
7728                 <para>Show</para>
7729               </listitem>
7730             </itemizedlist>
7731
7732             <para>Description:</para>
7733
7734             <itemizedlist>
7735               <listitem>
7736                 <para>When this option is set to "Show", Syndetics provides
7737                 notes and short author biographies for more that 300,000
7738                 authors, in both fiction and nonfiction. With this option
7739                 enabled the library can display Syndetics Author Notes on the
7740                 OPAC. According to the Syndetics Solutions website (<ulink url="http://www.bowker.com/syndetics/">http://www.bowker.com/syndetics/</ulink>),
7741                 Author Notes include lists of contributors for many
7742                 multi-author texts and compilations. The <link linkend="SyndeticsClientCode">SyndeticsClientCode</link> must
7743                 be entered and the <link linkend="SyndeticsEnabled">SyndeticsEnabled</link> option must
7744                 be activated before this service can be used.</para>
7745               </listitem>
7746             </itemizedlist>
7747           </section>
7748
7749           <section id="SyndeticsAwards">
7750             <title>SyndeticsAwards</title>
7751
7752             <para>Default: Don't show</para>
7753
7754             <para>Asks: ___ information from Syndetics about the awards a
7755             title has won on item detail pages on the OPAC.</para>
7756
7757             <para>Values:</para>
7758
7759             <itemizedlist>
7760               <listitem>
7761                 <para>Don't show</para>
7762               </listitem>
7763
7764               <listitem>
7765                 <para>Show</para>
7766               </listitem>
7767             </itemizedlist>
7768
7769             <para>Description:</para>
7770
7771             <itemizedlist>
7772               <listitem>
7773                 <para>When this option is set to "Show", Syndetics provides
7774                 its clients with a list of awards that any title has won. With
7775                 this service enabled the library can display those awards for
7776                 each book on its website. For each book or item that comes up
7777                 during a user search, the list of awards for that title will
7778                 be displayed. When a user clicks on a given award, information
7779                 about that award is presented along with a list of the other
7780                 titles that have won that award. If the user clicks on any
7781                 title in the list, they will see holdings information about
7782                 that title in their region. This option is a paid subscription
7783                 service. The <link linkend="SyndeticsClientCode">SyndeticsClientCode</link> must
7784                 be entered and the <link linkend="SyndeticsEnabled">SyndeticsEnabled</link> option must
7785                 be activated before this service can be used.</para>
7786               </listitem>
7787             </itemizedlist>
7788           </section>
7789
7790           <section id="SyndeticsEditions">
7791             <title>SyndeticsEditions</title>
7792
7793             <para>Default: Don't show</para>
7794
7795             <para>Asks: ___ information about other editions of a title from
7796             Syndetics on item detail pages on the OPAC</para>
7797
7798             <para>Description:</para>
7799
7800             <itemizedlist>
7801               <listitem>
7802                 <para>When enabled this option shows information on other
7803                 editions of a title from Syndetics on the item detail pages of
7804                 the OPAC. Syndetics is a paid subscription service. The <link linkend="SyndeticsClientCode">SyndeticsClientCode</link> must
7805                 be entered and the <link linkend="SyndeticsEnabled">SyndeticsEnabled</link> option must
7806                 be activated before this service can be used.</para>
7807               </listitem>
7808             </itemizedlist>
7809
7810             <para>Values:</para>
7811
7812             <itemizedlist>
7813               <listitem>
7814                 <para>Don't show</para>
7815               </listitem>
7816
7817               <listitem>
7818                 <para>Show</para>
7819               </listitem>
7820             </itemizedlist>
7821
7822             <important>
7823               <para>Requires <link linkend="OPACFRBRizeEditions">OPACFRBRizeEditions</link> set to
7824               'show'</para>
7825             </important>
7826           </section>
7827
7828           <section id="SyndeticsExcerpt">
7829             <title>SyndeticsExcerpt</title>
7830
7831             <para>Default: Don't show</para>
7832
7833             <para>Asks: ___ excerpts from of a title from Syndetics on item
7834             detail pages on the OPAC.</para>
7835
7836             <para>Values:</para>
7837
7838             <itemizedlist>
7839               <listitem>
7840                 <para>Don't show</para>
7841               </listitem>
7842
7843               <listitem>
7844                 <para>Show</para>
7845               </listitem>
7846             </itemizedlist>
7847
7848             <para>Description:</para>
7849
7850             <itemizedlist>
7851               <listitem>
7852                 <para>This preference allows Syndetics to display excerpts
7853                 given to them from selected publishers. The excerpts are
7854                 available from prominently reviewed new titles, both fiction
7855                 and non-fiction. The excerpts include poems, essays, recipes,
7856                 forwards and prefaces. Automatic links provided by the ISBNs
7857                 within local MARC records are required to integrate Syndetics
7858                 secured, high-speed Internet servers to the library OPACs. For
7859                 more information see (<ulink url="http://www.bowker.com/syndetics/">http://www.bowker.com/syndetics/</ulink>).</para>
7860               </listitem>
7861             </itemizedlist>
7862           </section>
7863
7864           <section id="SyndeticsReviews">
7865             <title>SyndeticsReviews</title>
7866
7867             <para>Default: Don't show</para>
7868
7869             <para>Asks: ___ reviews of a title from Syndetics on item detail
7870             pages on the OPAC.</para>
7871
7872             <para>Values:</para>
7873
7874             <itemizedlist>
7875               <listitem>
7876                 <para>Don't show</para>
7877               </listitem>
7878
7879               <listitem>
7880                 <para>Show</para>
7881               </listitem>
7882             </itemizedlist>
7883
7884             <para>Description:</para>
7885
7886             <itemizedlist>
7887               <listitem>
7888                 <para>Syndetics Reviews is an accumulation of book reviews
7889                 available from a variety of journals and serials. The reviews
7890                 page displays colored images of reviewed books dust jackets,
7891                 partnered with the names of the journal or serial providing
7892                 the review. Clicking on an icon opens a window revealing the
7893                 book title, author's name, book cover icon and the critic's
7894                 opinion of the book. Automatic links provided by the ISBNs
7895                 within local MARC records are required to integrate Syndetics
7896                 secured, high-speed Internet servers to the library OPACs. For
7897                 more information see (<ulink url="http://www.bowker.com/syndetics/">http://www.bowker.com/syndetics/</ulink>).</para>
7898               </listitem>
7899             </itemizedlist>
7900           </section>
7901
7902           <section id="SyndeticsSeries">
7903             <title>SyndeticsSeries</title>
7904
7905             <para>Default: Don't show</para>
7906
7907             <para>Asks: ___ information on other books in a title's series
7908             from Syndetics on item detail pages on the OPAC.</para>
7909
7910             <para>Values:</para>
7911
7912             <itemizedlist>
7913               <listitem>
7914                 <para>Don't show</para>
7915               </listitem>
7916
7917               <listitem>
7918                 <para>Show</para>
7919               </listitem>
7920             </itemizedlist>
7921
7922             <para>Description:</para>
7923
7924             <itemizedlist>
7925               <listitem>
7926                 <para>Each fiction title within a series is linked to the
7927                 complete series record. The record displays each title in
7928                 reading order and also displays the publication order, if
7929                 different. Alternate series titles are also displayed.
7930                 Automatic links provided by the ISBNs within local MARC
7931                 records are required to integrate Syndetics secured, high-
7932                 speed Internet servers to the library OPACs. For more
7933                 information see (<ulink url="http://www.bowker.com/syndetics/">http://www.bowker.com/syndetics/</ulink>).</para>
7934               </listitem>
7935             </itemizedlist>
7936           </section>
7937
7938           <section id="SyndeticsSummary">
7939             <title>SyndeticsSummary</title>
7940
7941             <para>Default: Don't show</para>
7942
7943             <para>Asks: ___ a summary of a title from Syndetics on item detail
7944             pages on the OPAC.</para>
7945
7946             <para>Values:</para>
7947
7948             <itemizedlist>
7949               <listitem>
7950                 <para>Don't show</para>
7951               </listitem>
7952
7953               <listitem>
7954                 <para>Show</para>
7955               </listitem>
7956             </itemizedlist>
7957
7958             <para>Description:</para>
7959
7960             <itemizedlist>
7961               <listitem>
7962                 <para>Providing more than 5.6 million summaries and
7963                 annotations derived from book jackets, edited publisher copy,
7964                 or independently written annotations from Book News, Inc.
7965                 Covering fiction and non-fiction, this summaries option
7966                 provides annotations on both trade and scholarly titles. For
7967                 more information see (<ulink url="http://www.bowker.com/syndetics/">http://www.bowker.com/syndetics/</ulink>).</para>
7968               </listitem>
7969             </itemizedlist>
7970           </section>
7971
7972           <section id="SyndeticsTOC">
7973             <title>SyndeticsTOC</title>
7974
7975             <para>Default: Don't show</para>
7976
7977             <para>Asks: ___ the table of contents of a title from Syndetics on
7978             item detail pages on the OPAC.</para>
7979
7980             <para>Values:</para>
7981
7982             <itemizedlist>
7983               <listitem>
7984                 <para>Don't show</para>
7985               </listitem>
7986
7987               <listitem>
7988                 <para>Show</para>
7989               </listitem>
7990             </itemizedlist>
7991
7992             <para>Description:</para>
7993
7994             <itemizedlist>
7995               <listitem>
7996                 <para>This preference allows staff and patrons to review the
7997                 Table of Contents from a wide variety of publications from
7998                 popular self-help books to conference proceedings. Specific
7999                 Information access is the main purpose for this option,
8000                 allowing patrons guidance to their preferred section of the
8001                 book. Special arrangements with selected book services is used
8002                 to obtain the table of contents for new publications each
8003                 year. Automatic links provided by the ISBNs within local MARC
8004                 records are required to integrate Syndetics secured,
8005                 high-speed Internet servers to the library OPACs. For more
8006                 information see (<ulink url="http://www.bowker.com/syndetics/">http://www.bowker.com/syndetics/</ulink>).</para>
8007               </listitem>
8008             </itemizedlist>
8009           </section>
8010         </section>
8011
8012         <section id="taggingprefs">
8013           <title>Tagging</title>
8014
8015           <section id="TagsEnabled">
8016             <title>TagsEnabled</title>
8017
8018             <para>Default: Allow</para>
8019
8020             <para>Asks: ___ patrons and staff to put tags on items.</para>
8021
8022             <para>Values:</para>
8023
8024             <itemizedlist>
8025               <listitem>
8026                 <para>Allow</para>
8027               </listitem>
8028
8029               <listitem>
8030                 <para>Don't allow</para>
8031               </listitem>
8032             </itemizedlist>
8033
8034             <para>Description:</para>
8035
8036             <itemizedlist>
8037               <listitem>
8038                 <para>Set to 'Allow' enable tagging. A tag is metadata, a word
8039                 added to identify an item. Tags allow patrons to classify
8040                 materials on their own. TagsEnabled is the main switch that
8041                 permits the tagging features. TagsEnable must be set to
8042                 'Allow' to allow for other tagging features.</para>
8043               </listitem>
8044             </itemizedlist>
8045           </section>
8046
8047           <section id="TagsModeration">
8048             <title>TagsModeration</title>
8049
8050             <para>Default: Don't require</para>
8051
8052             <para>Asks: ___ that tags submitted by patrons be reviewed by a
8053             staff member before being shown.</para>
8054
8055             <para>Values:</para>
8056
8057             <itemizedlist>
8058               <listitem>
8059                 <para>Don't require</para>
8060               </listitem>
8061
8062               <listitem>
8063                 <para>Require</para>
8064               </listitem>
8065             </itemizedlist>
8066
8067             <para>Description:</para>
8068
8069             <itemizedlist>
8070               <listitem>
8071                 <para>When set to 'Require,' all tags to be first filtered by
8072                 the tag moderator. Only approved tags will be visible to
8073                 patrons. When set to 'Don't require' tags will bypass the tag
8074                 moderator and patrons' tags to be immediately visible. When
8075                 this preference is enabled the moderator, a staff member,
8076                 would approve the tag in the Staff Client. The moderator will
8077                 have the option to approve or reject each pending tag
8078                 suggestion.</para>
8079               </listitem>
8080             </itemizedlist>
8081
8082             <para>When moderation is required all tags go through the tag
8083             moderation tool before becoming visible.</para>
8084
8085             <itemizedlist>
8086               <listitem>
8087                 <para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
8088                 <link linkend="tagsmoderation">Tags</link></para>
8089               </listitem>
8090             </itemizedlist>
8091           </section>
8092
8093           <section id="TagsShowOnList">
8094             <title>TagsShowOnList</title>
8095
8096             <para>Default: 6</para>
8097
8098             <para>Asks: Show ___ tags on search results on the OPAC.</para>
8099
8100             <note>
8101               <para>Set the value to 0 (zero) to turn this feature off.</para>
8102             </note>
8103           </section>
8104
8105           <section id="TagsInputOnList">
8106             <title>TagsInputOnList</title>
8107
8108             <para>Default: Allow</para>
8109
8110             <para>Asks: ___ patrons to input tags on search results on the
8111             OPAC.</para>
8112
8113             <para>Values:</para>
8114
8115             <itemizedlist>
8116               <listitem>
8117                 <para>Allow</para>
8118
8119                 <screenshot>
8120                   <screeninfo>Tags on Search Results</screeninfo>
8121
8122                   <mediaobject>
8123                     <imageobject>
8124                       <imagedata fileref="images/admin/globalprefs/TagsInputOnList.png"/>
8125                     </imageobject>
8126                   </mediaobject>
8127                 </screenshot>
8128               </listitem>
8129
8130               <listitem>
8131                 <para>Don't allow</para>
8132               </listitem>
8133             </itemizedlist>
8134           </section>
8135
8136           <section id="TagsShowOnDetail">
8137             <title>TagsShowOnDetail</title>
8138
8139             <para>Default: 10</para>
8140
8141             <para>Asks: Show ___ tags on item detail pages on the OPAC.</para>
8142
8143             <note>
8144               <para>Set the value to 0 (zero) to turn this feature off.</para>
8145             </note>
8146           </section>
8147
8148           <section id="TagsInputOnDetail">
8149             <title>TagsInputOnDetail</title>
8150
8151             <para>Default: Allow</para>
8152
8153             <para>Asks: ___ patrons to input tags on item detail pages on the
8154             OPAC.</para>
8155
8156             <para>Values:</para>
8157
8158             <itemizedlist>
8159               <listitem>
8160                 <para>Allow</para>
8161
8162                 <screenshot>
8163                   <screeninfo>Add Tags on Detail</screeninfo>
8164
8165                   <mediaobject>
8166                     <imageobject>
8167                       <imagedata fileref="images/admin/globalprefs/TagsInputOnDetail.png"/>
8168                     </imageobject>
8169                   </mediaobject>
8170                 </screenshot>
8171               </listitem>
8172
8173               <listitem>
8174                 <para>Don't allow</para>
8175               </listitem>
8176             </itemizedlist>
8177           </section>
8178
8179           <section id="TagsExternalDictionary">
8180             <title>TagsExternalDictionary</title>
8181
8182             <para>Asks: Allow tags in the dictionary of the ispell executable
8183             ___ on the server to be approved without moderation.</para>
8184
8185             <para>Description:</para>
8186
8187             <itemizedlist>
8188               <listitem>
8189                 <para>The dictionary includes a list of accepted and rejected
8190                 tags. The accepted list includes all the tags that have been
8191                 pre-allowed. The rejected list includes tags that are not
8192                 allowed. This preference identifies the "accepted" dictionary
8193                 used. Ispell is an open source dictionary which can be used as
8194                 a list of accepted terms. Since the dictionary allows for
8195                 accurately spelled obscenities, the libraries policy may
8196                 dictate that modifications are made to the Ispell dictionary
8197                 if this preference is use. For more information about Ispell
8198                 <ulink url="http://www.gnu.org/software/ispell/ispell.html">http://www.gnu.org/software/ispell/ispell.html</ulink>.
8199                 Enter the path on your server to a local ispell executable,
8200                 used to set $Lingua::Ispell::path.</para>
8201               </listitem>
8202             </itemizedlist>
8203           </section>
8204         </section>
8205       </section>
8206
8207       <section id="l18nprefs">
8208         <title>I18N/L10N</title>
8209
8210         <para>These preferences control your Internationalization and Localization
8211               settings.</para>
8212
8213         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
8214         Global System Preferences &gt; I18N/L10N</para>
8215         <section id="AddressFormat">
8216           <title>AddressFormat</title>
8217           <para>Default: US style ([Street number], [Address] - [City], [Zip/Postal Code],
8218             [Country])</para>
8219           <para>Asks: Format postal addresses using ___</para>
8220           <para>Values:<itemizedlist>
8221               <listitem>
8222                 <para>German style ([Address] [Street number] - [Zip/Postal Code] [City] -
8223                   [Country]) </para>
8224               </listitem>
8225               <listitem>
8226                 <para>US style ([Street number], [Address] - [City], [Zip/Postal Code],
8227                   [Country])</para>
8228               </listitem>
8229             </itemizedlist>Description:<itemizedlist>
8230               <listitem>
8231                 <para>This preference will let you control how Koha displays patron addresses given
8232                   the information entered in the various fields on their record.</para>
8233               </listitem>
8234             </itemizedlist></para>
8235         </section>
8236         <section id="alphabet">
8237           <title>alphabet</title>
8238           <para>Default: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z</para>
8239           <para>Asks: Use the alphabet ___ for lists of browsable letters. This should be a space
8240             separated list of uppercase letters. </para>
8241           <para>Description:</para>
8242           <itemizedlist>
8243             <listitem>
8244               <para>This preference allows you define your own alphabet for browsing patrons in Koha.</para>
8245               <screenshot>
8246                   <screeninfo>Alphabet browse on patron module</screeninfo>
8247                   <mediaobject>
8248                     <imageobject>
8249                       <imagedata fileref="images/admin/globalprefs/alphabet.png"/>
8250                     </imageobject>
8251                   </mediaobject>
8252                 </screenshot>
8253             </listitem>
8254           </itemizedlist>
8255         </section>
8256
8257         <section id="CalendarFirstDayOfWeek">
8258           <title>CalendarFirstDayOfWeek</title>
8259
8260           <para>Default: Sunday</para>
8261
8262           <para>Asks: Use ___ as the first day of week in the calendar.</para>
8263
8264           <para>Values:</para>
8265
8266           <itemizedlist>
8267             <listitem>
8268               <para>Sunday</para>
8269             </listitem>
8270             <listitem>
8271               <para>Monday</para>
8272             </listitem>
8273
8274             <listitem>
8275               <para>Tuesday</para>
8276             </listitem>
8277             <listitem>
8278               <para>Wednesday</para>
8279             </listitem>
8280             <listitem>
8281               <para>Thursday</para>
8282             </listitem>
8283             <listitem>
8284               <para>Friday</para>
8285             </listitem>
8286             <listitem>
8287               <para>Saturday</para>
8288             </listitem>
8289           </itemizedlist>
8290
8291           <para>Description:</para>
8292
8293           <itemizedlist>
8294             <listitem>
8295               <para>Using this preference you can control what day shows as
8296               the first day of the week in the calendar pop ups throughout
8297               Koha and on the Calendar tool. If you change this preference and
8298               don't see a change in your browser try clearing your cache since
8299               it makes changes to the Javascript on these pages.</para>
8300             </listitem>
8301           </itemizedlist>
8302         </section>
8303
8304         <section id="dateformat">
8305           <title>dateformat</title>
8306
8307           <para>Default: mm/dd/yyyy</para>
8308
8309           <para>Asks: Format dates like ___</para>
8310
8311           <para>Values:</para>
8312
8313           <itemizedlist>
8314             <listitem>
8315               <para>dd.mm.yyyy</para>
8316             </listitem>
8317             <listitem>
8318               <para>dd/mm/yyyy</para>
8319             </listitem>
8320
8321             <listitem>
8322               <para>mm/dd/yyyy</para>
8323             </listitem>
8324
8325             <listitem>
8326               <para>yyyy/mm/dd</para>
8327             </listitem>
8328           </itemizedlist>
8329
8330           <para>Description:</para>
8331
8332           <itemizedlist>
8333             <listitem>
8334               <para>This preference controls how the date is displayed. The
8335               options are the United States method, mm/dd/yyyy (04/24/2010),
8336               the metric method, dd/mm/yyyy (24/04/2010) or ISO, which is the
8337               International Standard of Organization, yyyy/mm/dd (2010/04/24).
8338               The International Standard of Organization would primarily be
8339               used by libraries with locations in multiple nations that may
8340               use different date formats, to have a single display type, or if
8341               the library would be in a region that does not use the United
8342               States or metric method. More information regarding the ISO date
8343               format can be found at <ulink url="http://www.iso.org/iso/iso_catalogue.htm">http://www.iso.org/iso/iso_catalogue.htm</ulink>.</para>
8344             </listitem>
8345           </itemizedlist>
8346         </section>
8347
8348         <section id="languagepref">
8349           <title>language</title>
8350
8351           <para>Default: English</para>
8352
8353           <para>Asks: Enable the following languages on the staff
8354           interface</para>
8355
8356           <para>Values:</para>
8357
8358           <itemizedlist>
8359             <listitem>
8360               <para>English</para>
8361             </listitem>
8362           </itemizedlist>
8363
8364           <para>To install additional languages please refer to <ulink
8365               url="http://wiki.koha-community.org/wiki/Installation_of_additional_languages_for_OPAC_and_INTRANET_staff_client"
8366               >http://wiki.koha-community.org/wiki/Installation_of_additional_languages_for_OPAC_and_INTRANET_staff_client</ulink>
8367           </para>
8368         </section>
8369
8370         <section id="opaclanguages">
8371           <title>opaclanguages</title>
8372
8373           <para>Default: English</para>
8374
8375           <para>Asks: Enable the following languages on the OPAC</para>
8376
8377           <para>Values:</para>
8378
8379           <itemizedlist>
8380             <listitem>
8381               <para>English</para>
8382             </listitem>
8383           </itemizedlist>
8384           <note>
8385             <para>To install additional languages you need to run misc/translation/install-code.pl.
8386               For example, to install French you would run the following command install-code.pl
8387               fr-FR to make the templates, once they exist and are in the right place then they will
8388               show up as an option in this preference.</para>
8389           </note>
8390         </section>
8391
8392         <section id="opaclanguagesdisplay">
8393           <title>opaclanguagesdisplay</title>
8394
8395           <para>Default: Don't allow</para>
8396
8397           <para>Asks: ___ patrons to select their language on the OPAC.</para>
8398
8399           <para>Values:</para>
8400
8401           <itemizedlist>
8402             <listitem>
8403               <para>Allow<itemizedlist>
8404                   <listitem>
8405                     <para>Patrons can choose their language from a list at the bottom of the public
8406                       catalog</para>
8407
8408                     <screenshot>
8409                       <screeninfo>Language selector in OPAC</screeninfo>
8410
8411                       <mediaobject>
8412                         <imageobject>
8413                           <imagedata fileref="images/admin/globalprefs/opaclanguagesdisplay.png"/>
8414                         </imageobject>
8415                       </mediaobject>
8416                     </screenshot>
8417                   </listitem>
8418                 </itemizedlist></para>
8419
8420
8421             </listitem>
8422
8423             <listitem>
8424               <para>Don't allow<itemizedlist>
8425                   <listitem>
8426                     <para>The public catalog will not give an option to choose a language</para>
8427                   </listitem>
8428                 </itemizedlist></para>
8429             </listitem>
8430           </itemizedlist>
8431           <para>Description:<itemizedlist>
8432               <listitem>
8433                 <para>Using the <link linkend="OpacLangSelectorMode">OpacLangSelectorMode</link>
8434                   preference you can decide where these language options will appear in the public
8435                   catalog.</para>
8436               </listitem>
8437             </itemizedlist></para>
8438         </section>
8439         <section id="TimeFormat">
8440           <title>TimeFormat</title>
8441           <para>Default: 24 hour format</para>
8442           <para>Asks: Format times in ___ </para>
8443           <para>Values:<itemizedlist>
8444               <listitem>
8445                 <para>12 hour format (eg 02:18PM)</para>
8446               </listitem>
8447               <listitem>
8448                 <para>24 hour format (eg 14:18)</para>
8449               </listitem>
8450             </itemizedlist></para>
8451         </section>
8452       </section>
8453       <section id="labsprefs">
8454         <title>Labs</title>
8455         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Global System
8456           Preferences &gt; Labs</para>
8457         <para>The preferences in this section are for experimental features that need additional
8458           testing and debugging.</para>
8459         <section id="EnableAdvancedCatalogingEditor">
8460           <title>EnableAdvancedCatalogingEditor</title>
8461           <para>Default: Don't enable</para>
8462           <para>Asks: ___ the advanced cataloging editor.</para>
8463           <para>Description:<itemizedlist>
8464               <listitem>
8465                 <para>This preference will allow you to choose between a basic editor and a advanced
8466                   editor for cataloging.</para>
8467               </listitem>
8468             </itemizedlist></para>
8469           <para>
8470             <important>
8471               <para>This feature is currently experimental, and may have bugs that cause corruption
8472                 of records. It also does not include any support for UNIMARC or NORMARC fixed
8473                 fields. Please help us test it and report any bugs, but do so at your own risk.
8474               </para>
8475             </important>
8476           </para>
8477         </section>
8478       </section>
8479
8480       <section id="localprefs">
8481         <title>Local Use</title>
8482
8483         <para>These preferences are defined
8484         locally.</para>
8485
8486         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
8487         Global System Preferences &gt; Local Use<note>
8488             <para>Sometimes preferences which are either new or outdated will
8489             appear in this tab, if you didn't add any preferences to this tab
8490             then it's best to ignore preferences listed here.</para>
8491           </note></para>
8492       </section>
8493
8494       <section id="logs">
8495         <title>Logs</title>
8496
8497         <para>Logs keep track of transaction on the system. You can decide which actions you want to
8498           log and which you don't using these preferences.  Logs can then be viewed in the <link
8499             linkend="logviewer">Log Viewer</link> under Tools.</para>
8500
8501         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
8502         Global System Preferences &gt; Logs</para>
8503         <section id="debuggingprefs">
8504           <title>Debugging</title>
8505           <section id="DumpTemplateVarsIntranet">
8506             <title>DumpTemplateVarsIntranet</title>
8507             <para>Default: Don't</para>
8508             <para>Asks: ___  dump all Template Toolkit variable to a comment in the html source for
8509               the staff intranet. </para>
8510             <para>Value: <itemizedlist>
8511                 <listitem>
8512                   <para>Don't </para>
8513                 </listitem>
8514                 <listitem>
8515                   <para>Do</para>
8516                 </listitem>
8517               </itemizedlist></para>
8518           </section>
8519           <section id="DumpTemplateVarsOpac">
8520             <title>DumpTemplateVarsOpac</title>
8521             <para>Default: Don't</para>
8522             <para>Asks: ___  dump all Template Toolkit variable to a comment in the html source for
8523               the OPAC. </para>
8524             <para>Value: <itemizedlist>
8525                 <listitem>
8526                   <para>Don't </para>
8527                 </listitem>
8528                 <listitem>
8529                   <para>Do</para>
8530                 </listitem>
8531               </itemizedlist></para>
8532           </section>
8533         </section>
8534         <section id="loggingprefs">
8535           <title>Logging</title>
8536           <section id="AuthoritiesLog">
8537             <title>AuthoritiesLog</title>
8538             <para>Default: Don't log</para>
8539             <para>Asks: ___ changes to authority records.</para>
8540             <para>Values:</para>
8541             <itemizedlist>
8542               <listitem>
8543                 <para>Don't log</para>
8544               </listitem>
8545               <listitem>
8546                 <para>Log</para>
8547               </listitem>
8548             </itemizedlist>
8549           </section>
8550           <section id="BorrowersLog">
8551             <title>BorrowersLog</title>
8552             <para>Default: Log</para>
8553             <para>Asks: ___ changes to patron records.</para>
8554             <para>Values:</para>
8555             <itemizedlist>
8556               <listitem>
8557                 <para>Don't log</para>
8558               </listitem>
8559               <listitem>
8560                 <para>Log</para>
8561               </listitem>
8562             </itemizedlist>
8563           </section>
8564           <section id="CataloguingLog">
8565             <title>CataloguingLog</title>
8566             <para>Default: Don't log</para>
8567             <para>Asks: ___ any changes to bibliographic or item records.</para>
8568             <para>Values:</para>
8569             <itemizedlist>
8570               <listitem>
8571                 <para>Don't log</para>
8572               </listitem>
8573               <listitem>
8574                 <para>Log</para>
8575               </listitem>
8576             </itemizedlist>
8577             <important>
8578               <para>Since this occurs whenever a book is cataloged, edited, or checked in or out it
8579                 can be very resource intensive - slowing down your system.</para>
8580             </important>
8581           </section>
8582           <section id="CronjobLog">
8583             <title>CronjobLog</title>
8584             <para>Default: Don't log</para>
8585             <para>Asks: ___ information from cron jobs. </para>
8586             <para>Values:</para>
8587             <itemizedlist>
8588               <listitem>
8589                 <para>Don't log</para>
8590               </listitem>
8591               <listitem>
8592                 <para>Log</para>
8593               </listitem>
8594             </itemizedlist>
8595           </section>
8596           <section id="FinesLog">
8597             <title>FinesLog</title>
8598             <para>Default: Log</para>
8599             <para>Asks: ___ when overdue fines are charged or automatically forgiven.</para>
8600             <para>Values:</para>
8601             <itemizedlist>
8602               <listitem>
8603                 <para>Don't log</para>
8604               </listitem>
8605               <listitem>
8606                 <para>Log</para>
8607               </listitem>
8608             </itemizedlist>
8609           </section>
8610           <section id="IssueLog">
8611             <title>IssueLog</title>
8612             <para>Default: Log</para>
8613             <para>Asks: ___ when items are checked out.</para>
8614             <para>Values:</para>
8615             <itemizedlist>
8616               <listitem>
8617                 <para>Don't log</para>
8618               </listitem>
8619               <listitem>
8620                 <para>Log</para>
8621               </listitem>
8622             </itemizedlist>
8623           </section>
8624           <section id="LetterLog">
8625             <title>LetterLog</title>
8626             <para>Default: Log</para>
8627             <para>Asks: ___ when an automatic claim notice is sent.</para>
8628             <para>Values:</para>
8629             <itemizedlist>
8630               <listitem>
8631                 <para>Don't log</para>
8632               </listitem>
8633               <listitem>
8634                 <para>Log</para>
8635               </listitem>
8636             </itemizedlist>
8637             <note>
8638               <para>This log tracks all notices that go to patrons including the overdue
8639                 notices.</para>
8640             </note>
8641           </section>
8642           <section id="ReportsLog">
8643             <title>ReportsLog</title>
8644             <para>Default: Don't log</para>
8645             <para>Asks: ___ when reports are added, deleted or changed.</para>
8646             <para>Values:</para>
8647             <itemizedlist>
8648               <listitem>
8649                 <para>Don't log</para>
8650               </listitem>
8651               <listitem>
8652                 <para>Log</para>
8653               </listitem>
8654             </itemizedlist>
8655           </section>
8656           <section id="ReturnLog">
8657             <title>ReturnLog</title>
8658             <para>Default: Log</para>
8659             <para>Asks: ___ when items are returned.</para>
8660             <para>Values:</para>
8661             <itemizedlist>
8662               <listitem>
8663                 <para>Don't log</para>
8664               </listitem>
8665               <listitem>
8666                 <para>Log</para>
8667               </listitem>
8668             </itemizedlist>
8669           </section>
8670           <section id="SubscriptionLog">
8671             <title>SubscriptionLog</title>
8672             <para>Default: Log</para>
8673             <para>Asks: ___ when serials are added, deleted or changed.</para>
8674             <para>Values:</para>
8675             <itemizedlist>
8676               <listitem>
8677                 <para>Don't log</para>
8678               </listitem>
8679               <listitem>
8680                 <para>Log</para>
8681               </listitem>
8682             </itemizedlist>
8683           </section>
8684         </section>
8685       </section>
8686
8687       <section id="opacprefs">
8688         <title>OPAC</title>
8689
8690         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
8691         Global System Preferences &gt; OPAC</para>
8692         <section id="advancedsearchopt">
8693           <title>Advanced Search Options</title>
8694           <para/>
8695           <section id="OpacAdvSearchMoreOptions">
8696             <title>OpacAdvSearchMoreOptions</title>
8697             <para>Default: Select All</para>
8698             <para>Asks: Show search options for the expanded view ___</para>
8699             <para>Values:<itemizedlist>
8700                 <listitem>
8701                   <para>[Select all]</para>
8702                 </listitem>
8703                 <listitem>
8704                   <para>Item types</para>
8705                 </listitem>
8706                 <listitem>
8707                   <para>Language</para>
8708                 </listitem>
8709                 <listitem>
8710                   <para>Location and availability</para>
8711                 </listitem>
8712                 <listitem>
8713                   <para>Publication date</para>
8714                 </listitem>
8715                 <listitem>
8716                   <para>Sorting</para>
8717                 </listitem>
8718                 <listitem>
8719                   <para>Subtypes</para>
8720                 </listitem>
8721               </itemizedlist></para>
8722             <para>Description:<itemizedlist>
8723                 <listitem>
8724                   <para>The settings in this preference will determine which search fields will show
8725                     when the patron is using the 'More options' mode on the advanced search
8726                     page.</para>
8727                 </listitem>
8728               </itemizedlist></para>
8729           </section>
8730           <section id="OpacAdvSearchOptions">
8731             <title>OpacAdvSearchOptions</title>
8732             <para>Default: Item types, Language, Location and availability, Publication date,
8733               Sorting</para>
8734             <para>Asks: Show search options ___ </para>
8735             <para>Values:<itemizedlist>
8736                 <listitem>
8737                   <para>[Select all]</para>
8738                 </listitem>
8739                 <listitem>
8740                   <para>Item types</para>
8741                 </listitem>
8742                 <listitem>
8743                   <para>Language</para>
8744                 </listitem>
8745                 <listitem>
8746                   <para>Location and availability</para>
8747                 </listitem>
8748                 <listitem>
8749                   <para>Publication date</para>
8750                 </listitem>
8751                 <listitem>
8752                   <para>Sorting</para>
8753                 </listitem>
8754                 <listitem>
8755                   <para>Subtypes</para>
8756                 </listitem>
8757               </itemizedlist></para>
8758             <para>Description:<itemizedlist>
8759                 <listitem>
8760                   <para>The settings in this preference will determine which search fields will show
8761                     when the patron is using the 'Fewer options' mode on the advanced search
8762                     page.</para>
8763                 </listitem>
8764               </itemizedlist></para>
8765           </section>
8766         </section>
8767
8768         <section id="opacappearanceprefs">
8769           <title>Appearance</title>
8770
8771           <para>These preferences control how things appear in the
8772           OPAC.</para>
8773
8774           <section id="AuthorisedValueImages">
8775             <title>AuthorisedValueImages</title>
8776
8777             <para>Default: Don't show</para>
8778
8779             <para>Asks: ___ images for authorized values (such as lost
8780             statuses and locations) in search results and item detail pages on
8781             the OPAC.</para>
8782
8783             <para>Values:</para>
8784
8785             <itemizedlist>
8786               <listitem>
8787                 <para>Don't show</para>
8788               </listitem>
8789
8790               <listitem>
8791                 <para>Show</para>
8792               </listitem>
8793             </itemizedlist>
8794
8795             <para><emphasis>Get there:</emphasis> More &gt; Administration
8796             &gt; <link linkend="authorizedvalues">Authorized
8797             Values</link></para>
8798           </section>
8799
8800           <section id="BiblioDefaultView">
8801             <title>BiblioDefaultView</title>
8802
8803             <para>Default: in simple form</para>
8804
8805             <para>Asks: By default, show bib records ___</para>
8806
8807             <para>Values:</para>
8808
8809             <itemizedlist>
8810               <listitem>
8811                 <para>as specified in the ISBD template.</para>
8812
8813                 <itemizedlist>
8814                   <listitem>
8815                     <para>See <link linkend="isbdpref">ISBD</link> preference
8816                     for more information</para>
8817                   </listitem>
8818                 </itemizedlist>
8819               </listitem>
8820
8821               <listitem>
8822                 <para>in simple form.</para>
8823               </listitem>
8824
8825               <listitem>
8826                 <para>in their MARC format.</para>
8827               </listitem>
8828             </itemizedlist>
8829
8830             <para>Description:</para>
8831
8832             <itemizedlist>
8833               <listitem>
8834                 <para>This preference determines the level of bibliographic
8835                 detail that the patron will see on the OPAC detail page. The
8836                 simple form displays the graphical interface; MARC format
8837                 displays the MARC21 cataloging view; ISBD displays the ISBD
8838                 (International Standard Bibliographic Description, AACR2)
8839                 view.</para>
8840               </listitem>
8841             </itemizedlist>
8842           </section>
8843
8844           <section id="COinSinOPACResults">
8845             <title>COinSinOPACResults</title>
8846
8847             <para>Default: Include</para>
8848
8849             <para>Asks: ___ COinS / OpenURL / Z39.88 in OPAC search
8850             results.</para>
8851
8852             <para>Values:</para>
8853
8854             <itemizedlist>
8855               <listitem>
8856                 <para>Don't include</para>
8857
8858                 <itemizedlist>
8859                   <listitem>
8860                     <para>If you choose not to include COinS on the search
8861                     results, it will still be loaded on the individual
8862                     bibliographic records.</para>
8863                   </listitem>
8864                 </itemizedlist>
8865               </listitem>
8866
8867               <listitem>
8868                 <para>Include</para>
8869
8870                 <itemizedlist>
8871                   <listitem>
8872                     <para>Enabling this feature will slow OPAC search response
8873                     times.</para>
8874                   </listitem>
8875                 </itemizedlist>
8876               </listitem>
8877             </itemizedlist>
8878
8879             <para>Description:</para>
8880
8881             <itemizedlist>
8882               <listitem>
8883                 <para>COinS stands for ContextObjects in Spans. COinS is a
8884                 method to embed bibliographic metadata in the HTML code of web
8885                 pages. This allows bibliographic software to publish
8886                 machine-readable bibliographic items and client reference
8887                 management software (such as Zotero) to retrieve bibliographic
8888                 metadata. The metadata can also be sent to an OpenURL
8889                 resolver. This allows, for instance, searching for a copy of a
8890                 book in one's own library.</para>
8891               </listitem>
8892             </itemizedlist>
8893           </section>
8894
8895           <section id="DisplayOPACiconsXSLT">
8896             <title>DisplayOPACiconsXSLT</title>
8897
8898             <para>Default: Don't show</para>
8899
8900             <para>Asks: On pages displayed with XSLT stylesheets on the OPAC,
8901             ___ icons for itemtype and authorized values.<important>
8902                 <para><link linkend="OPACXSLTResultsDisplay">OPACXSLTResultsDisplay</link>
8903                 and/or <link linkend="OPACXSLTDetailsDisplay">OPACXSLTDetailsDisplay</link>
8904                 must be set to use an XSLT stylesheet for this to show
8905                 (default or custom)</para>
8906               </important></para>
8907
8908             <para>Values:</para>
8909
8910             <itemizedlist>
8911               <listitem>
8912                 <para>Don't show</para>
8913               </listitem>
8914
8915               <listitem>
8916                 <para>Show</para>
8917
8918                 <screenshot>
8919                   <screeninfo>DisplayOPACiconsXSLT</screeninfo>
8920
8921                   <mediaobject>
8922                     <imageobject>
8923                       <imagedata fileref="images/admin/globalprefs/DisplayOPACiconsXSLT.png"/>
8924                     </imageobject>
8925                   </mediaobject>
8926                 </screenshot>
8927               </listitem>
8928             </itemizedlist>
8929
8930             <para><note>
8931                 <para>See the <link linkend="XSLTiTypes">XSLT Icon
8932                 Guide</link> for more information on these icons.</para>
8933               </note></para>
8934           </section>
8935
8936           <section id="hidelostitems">
8937             <title>hidelostitems</title>
8938
8939             <para>Default: Don't show</para>
8940
8941             <para>Asks: ___ lost items on search and detail pages.</para>
8942
8943             <para>Description:</para>
8944
8945             <itemizedlist>
8946               <listitem>
8947                 <para>Items that are marked lost by the library can either be
8948                 shown or not shown on the OPAC. By setting the value to "Don't
8949                 show," the lost item is not shown on the OPAC. By setting the
8950                 value "Show," the lost item is shown on the OPAC for patrons
8951                 to view with a status of 'lost.'</para>
8952               </listitem>
8953             </itemizedlist>
8954
8955             <para>Values:</para>
8956
8957             <itemizedlist>
8958               <listitem>
8959                 <para>Don't show</para>
8960               </listitem>
8961
8962               <listitem>
8963                 <para>Show</para>
8964
8965                 <screenshot>
8966                   <screeninfo>Lost item showing in the OPAC</screeninfo>
8967
8968                   <mediaobject>
8969                     <imageobject>
8970                       <imagedata fileref="images/admin/globalprefs/hidelostitems.png"/>
8971                     </imageobject>
8972                   </mediaobject>
8973                 </screenshot>
8974               </listitem>
8975             </itemizedlist>
8976           </section>
8977           <section id="HighlightOwnItemsOnOPAC">
8978             <title>HighlightOwnItemsOnOPAC &amp; HighlightOwnItemsOnOPACWhich</title>
8979             <para>HighlightOwnItemsOnOPAC Default: Don't emphasize</para>
8980             <para>HighlightOwnItemsOnOPACWhich Default: patron's home library </para>
8981             <para>Asks: ___  results from the ___ by moving the results to the front and increasing
8982               the size or highlighting the rows for those results. </para>
8983             <para>HighlightOwnItemsOnOPAC Values:<itemizedlist>
8984                 <listitem>
8985                   <para>Don't emphasize</para>
8986                 </listitem>
8987                 <listitem>
8988                   <para>Emphasize</para>
8989                 </listitem>
8990               </itemizedlist></para>
8991             <para>HighlightOwnItemsOnOPACWhich Values:<itemizedlist>
8992                 <listitem>
8993                   <para>OPAC's branch based via the URL<itemizedlist>
8994                       <listitem>
8995                         <para>The library is chosen based on the Apache environment variable
8996                           BRANCHCODE. For example, this could be added to the OPAC section of
8997                           koha-httpd.conf: SetEnv BRANCHCODE "CPL"</para>
8998                       </listitem>
8999                     </itemizedlist></para>
9000                 </listitem>
9001                 <listitem>
9002                   <para>patron's home library<itemizedlist>
9003                       <listitem>
9004                         <para>The items emphasized will be those of the same library as the patron's
9005                           library. If no one is logged into the OPAC, no items will be
9006                           highlighted.</para>
9007                       </listitem>
9008                     </itemizedlist></para>
9009                 </listitem>
9010               </itemizedlist></para>
9011             <important>
9012               <para>This preference will only effect sites that are not using an XSLT stylesheet.
9013                 XSLT stylesheets are defined in the <link linkend="OPACXSLTResultsDisplay">OPACXSLTResultsDisplay</link> and <link linkend="OPACXSLTDetailsDisplay">OPACXSLTDetailsDisplay</link> preferences.</para>
9014             </important>
9015           </section>
9016           <section id="GoogleIndicTransliteration">
9017             <title>GoogleIndicTransliteration</title>
9018             <para>Default: Don't show</para>
9019             <para>Asks: ___ GoogleIndicTransliteration on the OPAC. </para>
9020             <para>Values:<itemizedlist>
9021                 <listitem>
9022                   <para>Don't show</para>
9023                 </listitem>
9024                 <listitem>
9025                   <para>Show<screenshot>
9026                       <screeninfo/>
9027                       <mediaobject>
9028                         <imageobject>
9029                           <imagedata
9030                             fileref="images/admin/globalprefs/GoogleIndicTransliteration.png"/>
9031                         </imageobject>
9032                       </mediaobject>
9033                     </screenshot></para>
9034                 </listitem>
9035               </itemizedlist></para>
9036           </section>
9037
9038           <section id="LibraryName">
9039             <title>LibraryName</title>
9040
9041             <para>Asks: Show ___ as the name of the library on the
9042             OPAC.</para>
9043
9044             <note>
9045               <para>This value will appear in the title bar of the
9046               browser</para>
9047             </note>
9048
9049             <note>
9050               <para>Edit '<link linkend="opacheader">opacheader</link>' if
9051               you'd like to add a library name above your search box on the
9052               OPAC</para>
9053             </note>
9054
9055             <screenshot>
9056               <screeninfo>Browser title and address bar</screeninfo>
9057
9058               <mediaobject>
9059                 <imageobject>
9060                   <imagedata fileref="images/admin/globalprefs/LibraryName.png"/>
9061                 </imageobject>
9062               </mediaobject>
9063             </screenshot>
9064           </section>
9065           <section id="NoLoginInstructions">
9066             <title>NoLoginInstructions</title>
9067             <para>Asks: Show the following HTML on the OPAC login form when a patron is not logged
9068               in: </para>
9069             <para>Description:<itemizedlist>
9070                 <listitem>
9071                   <para>This preference allows you to override the default text seen on the log in
9072                     page in the Koha OPAC.  The default HTML
9073                     is:<programlisting>&lt;h5>Don't have a password yet?&lt;/h5>
9074 &lt;p> If you don't have a password yet, stop by the circulation desk the next time you're in the library. We'll happily set one up for you.&lt;/p>
9075 &lt;h5>Don't have a library card?&lt;/h5>
9076 &lt;p> If you don't have a library card, stop by your local library to sign up.&lt;/p></programlisting></para>
9077                   <para>Any HTML in this box will replace the above text below the log in box.<screenshot>
9078                       <screeninfo>No login instructions</screeninfo>
9079                       <mediaobject>
9080                         <imageobject>
9081                           <imagedata fileref="images/admin/globalprefs/NoLoginInstructions.png"/>
9082                         </imageobject>
9083                       </mediaobject>
9084                     </screenshot></para>
9085                 </listitem>
9086               </itemizedlist></para>
9087           </section>
9088
9089           <section id="OpacAddMastheadLibraryPulldown">
9090             <title>OpacAddMastheadLibraryPulldown</title>
9091
9092             <para>Default: Don't add</para>
9093
9094             <para>Asks: ___ a library select pulldown menu on the OPAC
9095             masthead.</para>
9096
9097             <para>Values:</para>
9098
9099             <itemizedlist>
9100               <listitem>
9101                 <para>Add</para>
9102
9103                 <screenshot>
9104                   <screeninfo>Library select box on Koha OPAC</screeninfo>
9105
9106                   <mediaobject>
9107                     <imageobject>
9108                       <imagedata fileref="images/admin/globalprefs/OpacAddMastheadLibraryPulldown-add.png"/>
9109                     </imageobject>
9110                   </mediaobject>
9111                 </screenshot>
9112               </listitem>
9113
9114               <listitem>
9115                 <para>Don't Add</para>
9116
9117                 <screenshot>
9118                   <screeninfo>No library select box on Koha OPAC</screeninfo>
9119
9120                   <mediaobject>
9121                     <imageobject>
9122                       <imagedata fileref="images/admin/globalprefs/OpacAddMastheadLibraryPulldown-dontadd.png"/>
9123                     </imageobject>
9124                   </mediaobject>
9125                 </screenshot>
9126               </listitem>
9127             </itemizedlist>
9128           </section>
9129
9130           <section id="OPACBaseURL">
9131             <title>OPACBaseURL</title>
9132
9133             <para>Asks: The OPAC is located at ___</para>
9134             <para>Description:<itemizedlist>
9135                 <listitem>
9136                   <para>This preference is looking for the URL of your public catalog (OPAC) with
9137                     the http:// in front of it (enter http://www.mycatalog.com instead of
9138                     www.mycatalog.com). Once it is filled in Koha will use it to generate permanent
9139                     links in your RSS feeds, for your social network share buttons and in your staff
9140                     client when generating links to bib records in the OPAC.</para>
9141                 </listitem>
9142               </itemizedlist></para>
9143             <important>
9144               <para>Do not include a trailing slash in the URL this will break links created using
9145                 this URL. (example: http://www.google.com not http://www.google.com/)</para>
9146             </important>
9147
9148             <important>
9149               <para>This must be filled in with the URL of your public catalog for RSS, unAPI, and
9150                 search plugins to work.</para>
9151             </important>
9152
9153             <important>
9154               <para>This must be filled in with the URL of your public catalog to show 'OPAC View'
9155                 links from bib records in the staff client:</para>
9156             </important>
9157
9158             <screenshot>
9159               <screeninfo>With OPACBaseURL set, links to the OPAC will appear
9160               on each individual bib record in the staff client</screeninfo>
9161
9162               <mediaobject>
9163                 <imageobject>
9164                   <imagedata fileref="images/admin/globalprefs/OPACBaseURL.png"/>
9165                 </imageobject>
9166               </mediaobject>
9167             </screenshot>
9168           </section>
9169
9170           <section id="OpacAdditionalStylesheet">
9171             <title>OpacAdditionalStylesheet</title>
9172             <para>Asks: Include the additional CSS stylesheet ___ to override specified settings
9173               from the default stylesheet.</para>
9174             <para>Description:</para>
9175             <itemizedlist>
9176               <listitem>
9177                 <para>The preference can look for stylesheets in the template directory for your
9178                   OPAC language, for instance: /koha-tmpl/opac-tmpl/prog/en/css. If you upload a
9179                   custom file, opac-mystyles.css to this directory, you can specify it by entering
9180                   opac-mystyles.css in your opaccolorstylesheet system preference. This adds your
9181                   custom stylesheet as a linked stylesheet alongside the OPAC's default CSS files.
9182                   This method is preferable because linked stylesheets are cached by the user's
9183                   browser, meaning upon repeat visits to your site the user's browser will not have
9184                   to re-download the stylesheet, instead using the copy in the browser's
9185                   cache.</para>
9186               </listitem>
9187               <listitem>
9188                 <para>If you would rather, you can upload your CSS to another server and enter the
9189                   full URL pointing to it's location remember to begin the URL with http://</para>
9190               </listitem>
9191             </itemizedlist>
9192             <note>
9193               <para>Leave this field blank to disable it</para>
9194             </note>
9195             <para>
9196               <note>
9197                 <para>This file will add a linked CSS, not replace the existing default CSS.</para>
9198               </note>
9199             </para>
9200           </section>
9201
9202           <section id="opaccredits">
9203             <title>opaccredits</title>
9204
9205             <para>Asks: Include the following HTML in the footer of all pages
9206             in the OPAC:</para>
9207
9208             <note>
9209               <para>Click the 'Click to edit; link to enter HTML to appear at
9210               the bottom of every page in the OPAC</para>
9211             </note>
9212
9213             <screenshot>
9214               <screeninfo>HTML version of a footer for your OPAC</screeninfo>
9215
9216               <mediaobject>
9217                 <imageobject>
9218                   <imagedata fileref="images/admin/globalprefs/opaccredits-html.png"/>
9219                 </imageobject>
9220               </mediaobject>
9221             </screenshot>
9222
9223             <screenshot>
9224               <screeninfo>A sample of what can appear in your OPAC
9225               credits/footer</screeninfo>
9226
9227               <mediaobject>
9228                 <imageobject>
9229                   <imagedata fileref="images/admin/globalprefs/opaccredits.png"/>
9230                 </imageobject>
9231               </mediaobject>
9232             </screenshot>
9233
9234             <para>Description:</para>
9235
9236             <itemizedlist>
9237               <listitem>
9238                 <para>This setting is for credits that will appear at the
9239                 bottom of your OPAC pages. Credits traditionally encompass
9240                 copyright information, last date updated, hyperlinks or other
9241                 information represented in an HTML format. This is static
9242                 information and any updates must be entered manually.</para>
9243               </listitem>
9244             </itemizedlist>
9245
9246             <para>Learn more in the <link linkend="editableopac">OPAC Editable
9247             Regions</link> section.</para>
9248           </section>
9249           <section id="OpacCustomSearch">
9250             <title>OpacCustomSearch</title>
9251             <para>Asks: Replace the search box at the top of OPAC pages with the following
9252               HTML</para>
9253             <para>Description:<itemizedlist>
9254                 <listitem>
9255                   <para>This preference allows you to replace the default search box at the top of
9256                     the OPAC : <screenshot>
9257                       <screeninfo>Default search box</screeninfo>
9258                       <mediaobject>
9259                         <imageobject>
9260                           <imagedata fileref="images/admin/globalprefs/OpacCustomSearch-default.png"
9261                           />
9262                         </imageobject>
9263                       </mediaobject>
9264                     </screenshot></para>
9265                   <para>with any HTML you would like :<screenshot>
9266                       <screeninfo>Edited search box area</screeninfo>
9267                       <mediaobject>
9268                         <imageobject>
9269                           <imagedata fileref="images/admin/globalprefs/OpacCustomSearch.png"/>
9270                         </imageobject>
9271                       </mediaobject>
9272                     </screenshot></para>
9273                 </listitem>
9274               </itemizedlist></para>
9275           </section>
9276
9277           <section id="OPACDisplay856uAsImage">
9278             <title>OPACDisplay856uAsImage</title>
9279
9280             <para>Default: Neither details or results page</para>
9281
9282             <para>Asks: Display the URI in the 856u field as an image on:
9283             ___</para>
9284
9285             <para>Values:</para>
9286
9287             <itemizedlist>
9288               <listitem>
9289                 <para>Both results and details pages</para>
9290
9291                 <itemizedlist>
9292                   <listitem>
9293                     <important>
9294                       <para>Not implemented yet</para>
9295                     </important>
9296                   </listitem>
9297                 </itemizedlist>
9298               </listitem>
9299
9300               <listitem>
9301                 <para>Detail page only</para>
9302
9303                 <itemizedlist>
9304                   <listitem>
9305                     <important>
9306                       <para><link linkend="OPACXSLTDetailsDisplay">OPACXSLTDetailsDisplay</link>
9307                         needs to have a value in it for this preference to work.</para>
9308                     </important>
9309                   </listitem>
9310                 </itemizedlist>
9311
9312                 <screenshot>
9313                   <screeninfo>Showing the 856u as an image</screeninfo>
9314
9315                   <mediaobject>
9316                     <imageobject>
9317                       <imagedata fileref="images/admin/globalprefs/OPACDisplay856uAsImage.png"/>
9318                     </imageobject>
9319                   </mediaobject>
9320                 </screenshot>
9321               </listitem>
9322
9323               <listitem>
9324                 <para>Neither details or results page</para>
9325               </listitem>
9326
9327               <listitem>
9328                 <para>Results page only</para>
9329
9330                 <itemizedlist>
9331                   <listitem>
9332                     <important>
9333                       <para>Not yet implemented</para>
9334                     </important>
9335                   </listitem>
9336                 </itemizedlist>
9337               </listitem>
9338             </itemizedlist>
9339
9340             <para>Description:</para>
9341
9342             <itemizedlist>
9343               <listitem>
9344                 <para>In addition to this option being set, the corresponding
9345                 XSLT option must be turned on. Also, the corresponding 856q
9346                 field must have a valid MIME image extension (e.g., "jpg") or
9347                 MIME image type (i.e. starting with "image/"), or the generic
9348                 indicator "img" entered in the field. When all of the
9349                 requirements are met, an image file will be displayed instead
9350                 of the standard link text. Clicking on the image will open it
9351                 in the same way as clicking on the link text. When you click
9352                 on the image it should open to full size, in the current
9353                 window or in a new window depending on the value in the system
9354                 pref <link linkend="OPACURLOpenInNewWindow">OPACURLOpenInNewWindow</link>.</para>
9355
9356                 <screenshot>
9357                   <screeninfo>Sample 856 in MARC Record</screeninfo>
9358
9359                   <mediaobject>
9360                     <imageobject>
9361                       <imagedata fileref="images/admin/globalprefs/856imagemarc.png"/>
9362                     </imageobject>
9363                   </mediaobject>
9364                 </screenshot>
9365               </listitem>
9366             </itemizedlist>
9367           </section>
9368
9369           <section id="OpacExportOptions">
9370             <title>OpacExportOptions</title>
9371
9372             <para>Default: <screenshot>
9373                 <screeninfo>Default OpacExportOptions options</screeninfo>
9374                 <mediaobject>
9375                   <imageobject>
9376                     <imagedata fileref="images/admin/globalprefs/OpacExportOptions.png"/>
9377                   </imageobject>
9378                 </mediaobject>
9379               </screenshot></para>
9380
9381             <para>Asks: List export options that should be available from OPAC detail page :
9382               ___</para>
9383
9384             <para>Description:</para>
9385
9386             <itemizedlist>
9387               <listitem>
9388                 <para>In the OPAC on the right of each bib record there is a
9389                 menu that allows for saving the record in various formats.
9390                 This patch will allow you to define which options are in the
9391                 pull down menu. Available options are: BIBTEX (bibtex), Dublin
9392                 Core (dc), MARCXML (marcxml), MARC-8 encoded MARC (marc8),
9393                 Unicode/UTF-8 encoded MARC (utf8), Unicode/UTF-8 encoded MARC
9394                 without local use -9xx, x9x, xx9- fields and subfields
9395                 (marcstd), MODS (mods), and RIS (ris).</para>
9396               </listitem>
9397             </itemizedlist>
9398           </section>
9399           <section id="OPACFallback">
9400             <title>OPACFallback</title>
9401             <para>Default: bootstrap</para>
9402             <para>Asks: Use the ___ theme as the fallback theme on the OPAC. </para>
9403             <para>Description:<itemizedlist>
9404                 <listitem>
9405                   <para>This preference has no use right now, as Koha has only one theme, but if
9406                     your library has a custom theme it will show here as an option.  The purpose of
9407                     this preference is to provide a way to choose to what theme to fallback on when
9408                     you have a partial theme in place.</para>
9409                 </listitem>
9410               </itemizedlist></para>
9411           </section>
9412
9413           <section id="OpacFavicon">
9414             <title>OpacFavicon</title>
9415
9416             <para>Asks: Use the image at ___ for the OPAC's favicon.
9417             <important>
9418                 <para>This should be a complete URL, starting with
9419                 http://</para>
9420               </important></para>
9421
9422             <note>
9423               <para>Turn your logo into a favicon with the <ulink url="http://antifavicon.com/">Favicon Generator</ulink>.</para>
9424             </note>
9425
9426             <para>Description:</para>
9427
9428             <itemizedlist>
9429               <listitem>
9430                 <para>The favicon is the little icon that appears next to the
9431                 URL in the address bar in most browsers. The default value for
9432                 this field (if left blank) is the small 'K' in the Koha
9433                 logo.</para>
9434
9435                 <screenshot>
9436                   <screeninfo>Default Koha Favicon</screeninfo>
9437
9438                   <mediaobject>
9439                     <imageobject>
9440                       <imagedata fileref="images/admin/globalprefs/favicon.png"/>
9441                     </imageobject>
9442                   </mediaobject>
9443                 </screenshot>
9444               </listitem>
9445             </itemizedlist>
9446           </section>
9447
9448           <section id="opacheader">
9449             <title>opacheader</title>
9450
9451             <para>Asks: Include the following HTML in the header of all pages
9452             in the OPAC</para>
9453
9454             <screenshot>
9455               <screeninfo>Sample HTML to be displayed at the top of my
9456               OPAC</screeninfo>
9457
9458               <mediaobject>
9459                 <imageobject>
9460                   <imagedata fileref="images/admin/globalprefs/opacheader-html.png"/>
9461                 </imageobject>
9462               </mediaobject>
9463             </screenshot>
9464
9465             <note>
9466               <para>This value will appear above the main content of your
9467               page</para>
9468             </note>
9469
9470             <screenshot>
9471               <screeninfo>OPAC display of the value from
9472               'opacheader'</screeninfo>
9473
9474               <mediaobject>
9475                 <imageobject>
9476                   <imagedata fileref="images/admin/globalprefs/opacheader.png"/>
9477                 </imageobject>
9478               </mediaobject>
9479             </screenshot>
9480
9481             <note>
9482               <para>Edit '<link linkend="LibraryName">LibraryName</link>' if
9483               you'd like to edit the contents of the &lt;title&gt; tag</para>
9484             </note>
9485
9486             <para>Learn more in the <link linkend="editableopac">OPAC Editable
9487             Regions</link> section.</para>
9488           </section>
9489
9490           <section id="OpacHighlightedWords">
9491             <title>OpacHighlightedWords &amp; NotHighlightedWords</title>
9492
9493             <para>OpacHighlightedWords Default: Don't highlight</para>
9494             <para>NotHighlightedWords Default: and|or|not</para>
9495
9496             <para>Asks: ___ words the patron searched for in their search results and detail pages;
9497               To prevent certain words from ever being highlighted, enter a list of stopwords here
9498               ___ (separate columns with |) </para>
9499
9500             <para>OpacHighlightedWords Values:</para>
9501
9502             <itemizedlist>
9503               <listitem>
9504                 <para>Don't highlight</para>
9505               </listitem>
9506
9507               <listitem>
9508                 <para>Highlight</para>
9509               </listitem>
9510             </itemizedlist>
9511           </section>
9512
9513           <section id="OpacKohaUrl">
9514             <title>OpacKohaUrl</title>
9515
9516             <para>Default: Don't show</para>
9517
9518             <para>Values:</para>
9519
9520             <itemizedlist>
9521               <listitem>
9522                 <para>Don't show</para>
9523               </listitem>
9524
9525               <listitem>
9526                 <para>Show</para>
9527               </listitem>
9528             </itemizedlist>
9529
9530             <para>Description:</para>
9531
9532             <itemizedlist>
9533               <listitem>
9534                 <para>When this preference is set to 'Show' text will appear
9535                 in the bottom right of the OPAC footer stating 'Powered by
9536                 Koha' and linking to the official Koha website.</para>
9537
9538                 <screenshot>
9539                   <screeninfo>Powered by Koha</screeninfo>
9540
9541                   <mediaobject>
9542                     <imageobject>
9543                       <imagedata fileref="images/admin/globalprefs/OpacKohaUrl.png"/>
9544                     </imageobject>
9545                   </mediaobject>
9546                 </screenshot>
9547               </listitem>
9548             </itemizedlist>
9549           </section>
9550           <section id="OpacLangSelectorMode">
9551             <title>OpacLangSelectorMode</title>
9552             <para>Default: only footer</para>
9553             <para>Asks: Display language selector on ___.</para>
9554             <para>Values:<itemizedlist>
9555                 <listitem>
9556                   <para>both top and footer</para>
9557                 </listitem>
9558                 <listitem>
9559                   <para>only footer</para>
9560                 </listitem>
9561                 <listitem>
9562                   <para>top</para>
9563                 </listitem>
9564               </itemizedlist>Description:<itemizedlist>
9565                 <listitem>
9566                   <para>If you have the <link linkend="opaclanguagesdisplay"
9567                       >opaclanguagesdisplay</link> preference set to display language options in the
9568                     public catlaog, then this preference will allow you to control where the
9569                     language selector shows. You can choose to show it only on the top or bottom or
9570                     in both places.</para>
9571                 </listitem>
9572               </itemizedlist></para>
9573           </section>
9574
9575           <section id="opaclayoutstylesheet">
9576             <title>opaclayoutstylesheet</title>
9577
9578             <para>Default: opac.css</para>
9579
9580             <para>Asks: Use the CSS stylesheet /css/ ___ on all pages in the
9581             OPAC, instead of the default</para>
9582
9583             <para>Description:</para>
9584
9585             <itemizedlist>
9586               <listitem>
9587                 <para>This setting's function is to point to the *.css file
9588                 used to define the OPAC layout. A *.css file is a cascading
9589                 stylesheet which is used in conjunction with HTML to set how
9590                 the HTML page is formatted and will look on the OPAC. There
9591                 are two stylesheets that come with the system; opac.css and
9592                 opac2.css. A custom stylesheet may also be used. The
9593                 stylesheets listed in the opaclayoutstylesheet preference are
9594                 held on the Koha server.</para>
9595               </listitem>
9596             </itemizedlist>
9597
9598             <note>
9599               <para>Leave this field blank to disable it and let Koha use the
9600               default file instead</para>
9601             </note>
9602             <important>
9603               <para>Using a custom value in this preference causes Koha to completely ignore the
9604                 default layout stylesheet.</para>
9605             </important>
9606           </section>
9607           <section id="OpacLocationBranchToDisplay">
9608             <title>OpacLocationBranchToDisplay</title>
9609             <para>Default: holding library</para>
9610             <para>Asks: Display the ___ for items on the OPAC record details page. </para>
9611             <para>Values:<itemizedlist>
9612                 <listitem>
9613                   <para>holding library</para>
9614                 </listitem>
9615                 <listitem>
9616                   <para>home and holding library</para>
9617                 </listitem>
9618                 <listitem>
9619                   <para>home library</para>
9620                 </listitem>
9621               </itemizedlist></para>
9622             <para>Description:<itemizedlist>
9623                 <listitem>
9624                   <para>Defines whether to display the holding library, the home library, or both
9625                     for the opac details page.</para>
9626                 </listitem>
9627               </itemizedlist></para>
9628           </section>
9629           <section id="OpacLocationBranchToDisplayShelving">
9630             <title>OpacLocationBranchToDisplayShelving</title>
9631             <para>Default: holding library</para>
9632             <para>Asks: Display the shelving location under the ___ for items on the OPAC record
9633               details page. </para>
9634             <para>Values:</para>
9635             <itemizedlist>
9636               <listitem>
9637                 <para>holding library</para>
9638               </listitem>
9639               <listitem>
9640                 <para>home and holding library</para>
9641               </listitem>
9642               <listitem>
9643                 <para>home library</para>
9644               </listitem>
9645             </itemizedlist>
9646             <para>Description:<itemizedlist>
9647                 <listitem>
9648                   <para>Defines where the shelving location should be displayed, under the home
9649                     library, the holding library, or both.</para>
9650                 </listitem>
9651               </itemizedlist></para>
9652           </section>
9653
9654           <section id="OpacMaintenance">
9655             <title>OpacMaintenance</title>
9656
9657             <para>Default: Don't show</para>
9658
9659             <para>Asks: ___ a warning that the OPAC is under maintenance,
9660             instead of the OPAC itself. <note>
9661                 <para>this shows the same warning as when the database needs
9662                 to be upgraded, but unconditionally.</para>
9663               </note></para>
9664
9665             <para>Description:</para>
9666
9667             <itemizedlist>
9668               <listitem>
9669                 <para>This preference allows the system administrator to turn
9670                 off the OPAC during maintenance and display a message to
9671                 users. When this preference is switched to "Show" the OPAC is
9672                 not usable. The text of this message is not editable at this
9673                 time.</para>
9674               </listitem>
9675             </itemizedlist>
9676
9677             <para>Values:</para>
9678
9679             <itemizedlist>
9680               <listitem>
9681                 <para>Don't show</para>
9682               </listitem>
9683
9684               <listitem>
9685                 <para>Show</para>
9686
9687                 <itemizedlist>
9688                   <listitem>
9689                     <para>When this preference is set to show the maintenance message the ability to
9690                       search the OPAC is disabled and a message appears.  The default message can be
9691                       altered by using the <link linkend="OpacMaintenanceNotice"
9692                         >OpacMaintenanceNotice</link> preference.</para>
9693
9694                     <screenshot>
9695                       <screeninfo>OPAC Maintenance Message</screeninfo>
9696
9697                       <mediaobject>
9698                         <imageobject>
9699                           <imagedata fileref="images/admin/globalprefs/opacmaintenance.png"/>
9700                         </imageobject>
9701                       </mediaobject>
9702                     </screenshot>
9703                   </listitem>
9704                 </itemizedlist>
9705               </listitem>
9706             </itemizedlist>
9707           </section>
9708           <section id="OpacMaintenanceNotice">
9709             <title>OpacMaintenanceNotice</title>
9710             <para>Asks: Show the following HTML when OpacMaintenance is enabled</para>
9711             <para>Descritpion:<itemizedlist>
9712                 <listitem>
9713                   <para>This preference will allow you to set the text the OPAC displays when the
9714                       <link linkend="OpacMaintenance">OpacMaintenance</link> preference is set to
9715                     'Show.'</para>
9716                 </listitem>
9717               </itemizedlist></para>
9718           </section>
9719
9720           <section id="OpacMainUserBlock">
9721             <title>OpacMainUserBlock</title>
9722
9723             <para>Default: Welcome to Koha... &lt;hr&gt;</para>
9724
9725             <para>Asks: Show the following HTML in its own column on the main
9726             page of the OPAC</para>
9727
9728             <para>Description: </para>
9729             <itemizedlist>
9730               <listitem>
9731                 <para>HTML entered in this field will appear in the center of the main page of your
9732                   OPAC</para>
9733               </listitem>
9734             </itemizedlist>
9735
9736             <screenshot>
9737               <screeninfo>Sample OpacMainUserBlock appears below the search
9738               bar</screeninfo>
9739
9740               <mediaobject>
9741                 <imageobject>
9742                   <imagedata fileref="images/admin/globalprefs/OpacMainUserBlock.png"/>
9743                 </imageobject>
9744               </mediaobject>
9745             </screenshot>
9746
9747             <para>Learn more in the <link linkend="editableopac">OPAC Editable
9748             Regions</link> section.</para>
9749           </section>
9750           <section id="OpacMaxItemsToDisplay">
9751             <title>OpacMaxItemsToDisplay</title>
9752             <para>Default: 50</para>
9753             <para>Asks: Display up to ___ items on the biblio detail page  </para>
9754             <para>Description:<itemizedlist>
9755                 <listitem>
9756                   <para>This preference will help with slow load times on the bibliographic detail
9757                     pages by limiting the number of items to display by default. If the biblio has
9758                     more items than this, a link is displayed instead that allows the user to choose
9759                     to display all items.</para>
9760                 </listitem>
9761               </itemizedlist></para>
9762           </section>
9763
9764           <section id="OPACMySummaryHTML">
9765             <title>OPACMySummaryHTML</title>
9766
9767             <para>Asks: Include a "Links" column on the "my summary" tab when
9768             a user is logged in to the OPAC, with the following HTML (leave
9769             blank to disable).</para>
9770
9771             <para>Description:</para>
9772
9773             <itemizedlist>
9774               <listitem>
9775                 <para>In this preference you can enter HTML that will appear
9776                 on the 'Checked Out' tab on the 'My Summary' section when
9777                 logged in to the OPAC. The placeholders {BIBLIONUMBER},
9778                 {TITLE}, {ISBN} and {AUTHOR} will be replaced with information
9779                 from the displayed record. This can be used to enter in
9780                 'share' links for social networks or generate searches against
9781                 other library catalogs.</para>
9782
9783                 <screenshot>
9784                   <screeninfo>Example of 'Links' column with a value in the
9785                   OPACMySummaryHTML preference</screeninfo>
9786
9787                   <mediaobject>
9788                     <imageobject>
9789                       <imagedata fileref="images/admin/globalprefs/OPACMySummaryHTML.png"/>
9790                     </imageobject>
9791                   </mediaobject>
9792                 </screenshot>
9793               </listitem>
9794             </itemizedlist>
9795
9796             <para>Sample Data:<programlisting>&lt;p&gt;&lt;a href="http://www.facebook.com/sharer.php?u=http://YOUROPAC.ORG/cgi-bin/koha/opac-detail.pl?biblionumber={BIBLIONUMBER}"&gt;Share on Facebook&lt;/a&gt;
9797 &lt;br /&gt;TITLE: {TITLE}
9798 &lt;br /&gt;AUTHOR: {AUTHOR}
9799 &lt;br /&gt;ISBN: {ISBN}
9800 &lt;br /&gt;BIBLIONUMBER: {BIBLIONUMBER}&lt;/p&gt;</programlisting></para>
9801           </section>
9802           <section id="OPACMySummaryNote">
9803             <title>OPACMySummaryNote</title>
9804             <para>Asks: Note to display on the patron summary page. </para>
9805             <para>Description:<itemizedlist>
9806                 <listitem>
9807                   <para>This preference will display text above the patron's summary and below the
9808                     welcome message when the patron logs in to the OPAC and view their 'my summary' tab.<screenshot>
9809                       <screeninfo>OPACMySummaryNote in the OPAC</screeninfo>
9810                       <mediaobject>
9811                         <imageobject>
9812                           <imagedata fileref="images/admin/globalprefs/OPACMySummaryNote.png"/>
9813                         </imageobject>
9814                       </mediaobject>
9815                     </screenshot></para>
9816                 </listitem>
9817               </itemizedlist></para>
9818           </section>
9819
9820           <section id="OpacNav">
9821             <title>OpacNav</title>
9822
9823             <para>Default: Important links here.</para>
9824
9825             <para>Asks: Show the following HTML on the left hand column of the
9826             main page and patron account on the OPAC (generally navigation
9827             links)</para>
9828
9829             <screenshot>
9830               <screeninfo>Sample navigation links</screeninfo>
9831
9832               <mediaobject>
9833                 <imageobject>
9834                   <imagedata fileref="images/admin/globalprefs/OpacNav.png"/>
9835                 </imageobject>
9836               </mediaobject>
9837             </screenshot>
9838
9839             <para>Learn more in the <link linkend="editableopac">OPAC Editable
9840             Regions</link> section.</para>
9841           </section>
9842
9843           <section id="OpacNavBottom">
9844             <title>OpacNavBottom</title>
9845
9846             <para>Asks: Show the following HTML on the left hand column of the
9847             main page and patron account on the OPAC, after <link linkend="OpacNav">OpacNav</link>, and before patron account links
9848             if available:</para>
9849
9850             <para>Description: When a patron is logged in to their account
9851             they see a series of tabs to access their account information.
9852             <link linkend="OpacNav">OpacNav</link> appears above this list of
9853             tabs and OpacNavBottom will appear below them. When not on the
9854             patron account pages the HTML in OpacNavBottom will just appear
9855             right below <link linkend="OpacNav">OpacNav</link>.</para>
9856
9857             <screenshot>
9858               <screeninfo>OpacNav and OpacNavBottom on Patron
9859               Account</screeninfo>
9860
9861               <mediaobject>
9862                 <imageobject>
9863                   <imagedata fileref="images/admin/globalprefs/OpacNavBottom.png"/>
9864                 </imageobject>
9865               </mediaobject>
9866             </screenshot>
9867           </section>
9868
9869           <section id="OpacNavRight">
9870             <title>OpacNavRight</title>
9871
9872             <para>Asks: Show the following HTML in the right hand column of
9873             the main page under the main login form.</para>
9874
9875             <para>Description: HTML entered in this preference will appear on
9876             the right hand side of the OPAC under the log in form. If the log
9877             in form is not visible this content will move up on the right
9878             column.</para>
9879
9880             <screenshot>
9881               <screeninfo>OpacNavRight</screeninfo>
9882
9883               <mediaobject>
9884                 <imageobject>
9885                   <imagedata fileref="images/admin/globalprefs/OpacNavRight.png"/>
9886                 </imageobject>
9887               </mediaobject>
9888             </screenshot>
9889           </section>
9890
9891           <section id="OPACNoResultsFound">
9892             <title>OPACNoResultsFound</title>
9893
9894             <para>No Default</para>
9895
9896             <para>Asks: Display this HTML when no results are found for a
9897             search in the OPAC</para>
9898
9899             <para>This HTML will display below the existing notice that no
9900             results were found for your search.</para>
9901
9902             <screenshot>
9903               <screeninfo>HTML in OPACNoResultsFound will appear below lines
9904               that look like this</screeninfo>
9905
9906               <mediaobject>
9907                 <imageobject>
9908                   <imagedata fileref="images/admin/globalprefs/OPACNoResultsFound.png"/>
9909                 </imageobject>
9910               </mediaobject>
9911             </screenshot>
9912             <note>
9913               <para>You can insert placeholders {QUERY_KW} that will be replaced with the keywords
9914                 of the query. </para>
9915             </note>
9916           </section>
9917
9918           <section id="OpacPublic">
9919             <title>OpacPublic</title>
9920
9921             <para>Default: Enable</para>
9922
9923             <para>Asks: ___ Koha OPAC as public. Private OPAC requires
9924             authentication before accessing the OPAC.</para>
9925
9926             <para>Values:</para>
9927
9928             <itemizedlist>
9929               <listitem>
9930                 <para>Don't enable</para>
9931               </listitem>
9932
9933               <listitem>
9934                 <para>Enable</para>
9935               </listitem>
9936             </itemizedlist>
9937
9938             <para>Description:</para>
9939
9940             <itemizedlist>
9941               <listitem>
9942                 <para>This preference determines if your OPAC is accessible
9943                 and searchable by anyone or only by members of the library. If
9944                 set to 'Don't enable' only members who are logged into the
9945                 OPAC can search. Most libraries will leave this setting at its
9946                 default of 'Enable' to allow their OPAC to be searched by
9947                 anyone and only require login for access to personalized
9948                 content.</para>
9949               </listitem>
9950             </itemizedlist>
9951           </section>
9952
9953           <section id="OPACResultsSidebar">
9954             <title>OPACResultsSidebar</title>
9955
9956             <para>Asks: Include the following HTML under the facets in OPAC
9957             search results</para>
9958
9959             <para>Description:</para>
9960
9961             <itemizedlist>
9962               <listitem>
9963                 <para>The HTML entered in this preference will appear on the
9964                 search results pages below the list of facets on the left side
9965                 of the screen.</para>
9966               </listitem>
9967             </itemizedlist>
9968           </section>
9969
9970           <section id="OPACSearchForTitleIn">
9971             <title>OPACSearchForTitleIn</title>
9972
9973             <para>Default: &lt;li&gt;&lt;a
9974             href="http://worldcat.org/search?q={TITLE}"
9975             target="_blank"&gt;Other Libraries (WorldCat)&lt;/a&gt;&lt;/li&gt;
9976             &lt;li&gt;&lt;a
9977             href="http://www.scholar.google.com/scholar?q={TITLE}"
9978             target="_blank"&gt;Other Databases (Google
9979             Scholar)&lt;/a&gt;&lt;/li&gt; &lt;li&gt;&lt;a
9980             href="http://www.bookfinder.com/search/?author={AUTHOR}&amp;title={TITLE}&amp;st=xl&amp;ac=qr"
9981             target="_blank"&gt;Online Stores
9982             (Bookfinder.com)&lt;/a&gt;&lt;/li&gt;</para>
9983
9984             <para>Asks: Include a "More Searches" box on the detail pages of
9985             items on the OPAC, with the following HTML (leave blank to
9986             disable)</para>
9987
9988             <note>
9989               <para>The placeholders {BIBLIONUMBER}, {CONTROLNUMBER}, {TITLE},
9990               {ISBN}, {ISSN} and {AUTHOR} will be replaced with information
9991               from the displayed record.</para>
9992             </note>
9993           </section>
9994           <section id="OpacSeparateHoldings">
9995             <title>OpacSeparateHoldings &amp; OpacSeparateHoldingsBranch </title>
9996             <para>OpacSeparateHoldings default: Don't separate</para>
9997             <para>OpacSeparateHoldingsBranch default: home library </para>
9998             <para>Asks: ___ items display into two tabs, where the first tab contains items whose
9999               ___ is the logged in user's library. The second tab will contain all other items. </para>
10000             <para>OpacSeparateHoldings values:<itemizedlist>
10001                 <listitem>
10002                   <para>Don't separate</para>
10003                 </listitem>
10004                 <listitem>
10005                   <para>Separate</para>
10006                 </listitem>
10007               </itemizedlist></para>
10008             <para>OpacSeparateHoldingsBranch values:<itemizedlist>
10009                 <listitem>
10010                   <para>holding library</para>
10011                 </listitem>
10012                 <listitem>
10013                   <para>home library</para>
10014                 </listitem>
10015               </itemizedlist></para>
10016             <para>Description:<itemizedlist>
10017                 <listitem>
10018                   <para>This preference lets you decide if you would like to have the holding
10019                     information on the bibliographic detail page in the OPAC split in to multiple
10020                     tabs. The default is to show all holdings on one tab.</para>
10021                   <screenshot>
10022                       <screeninfo>Separate holdings tabs</screeninfo>
10023                       <mediaobject>
10024                         <imageobject>
10025                           <imagedata fileref="images/admin/globalprefs/OpacSeparateHoldings.png"/>
10026                         </imageobject>
10027                       </mediaobject>
10028                     </screenshot>
10029                 </listitem>
10030               </itemizedlist></para>
10031           </section>
10032
10033           <section id="OPACShowBarcode">
10034             <title>OPACShowBarcode</title>
10035
10036             <para>Default: Don't show</para>
10037
10038             <para>Asks: ___ the item's barcode on the holdings tab.</para>
10039
10040             <para>Values:</para>
10041
10042             <itemizedlist>
10043               <listitem>
10044                 <para>Don't show</para>
10045
10046                 <screenshot>
10047                   <screeninfo>Barcode not shown in the OPAC</screeninfo>
10048
10049                   <mediaobject>
10050                     <imageobject>
10051                       <imagedata fileref="images/admin/globalprefs/OPACShowBarcode-noshow.png"/>
10052                     </imageobject>
10053                   </mediaobject>
10054                 </screenshot>
10055               </listitem>
10056
10057               <listitem>
10058                 <para>Show</para>
10059
10060                 <screenshot>
10061                   <screeninfo>Barcode shown in the OPAC</screeninfo>
10062
10063                   <mediaobject>
10064                     <imageobject>
10065                       <imagedata fileref="images/admin/globalprefs/OPACShowBarcode-show.png"/>
10066                     </imageobject>
10067                   </mediaobject>
10068                 </screenshot>
10069               </listitem>
10070             </itemizedlist>
10071
10072             <para>Description:</para>
10073
10074             <itemizedlist>
10075               <listitem>
10076                 <para>This preference allows you to control whether patrons
10077                 can see items' barcodes in the OPAC.</para>
10078               </listitem>
10079             </itemizedlist>
10080           </section>
10081
10082           <section id="OPACShowCheckoutName">
10083             <title>OPACShowCheckoutName</title>
10084
10085             <para>Default: Don't show</para>
10086
10087             <para>Asks: ___ the name of the patron that has an item checked
10088             out on item detail pages on the OPAC.</para>
10089
10090             <para>Values:</para>
10091
10092             <itemizedlist>
10093               <listitem>
10094                 <para>Don't show</para>
10095               </listitem>
10096
10097               <listitem>
10098                 <para>Show</para>
10099               </listitem>
10100             </itemizedlist>
10101
10102             <para>Description:</para>
10103
10104             <itemizedlist>
10105               <listitem>
10106                 <para>This preference allows all patrons to see who has the
10107                 item checked out if it is checked out. In small corporate
10108                 libraries (where the OPAC is behind a firewall and not
10109                 publicly available) this can be helpful so coworkers can just
10110                 contact the patron with the book themselves. In larger public
10111                 and academic libraries setting this to 'Show' would pose
10112                 serious privacy issues.</para>
10113               </listitem>
10114             </itemizedlist>
10115           </section>
10116
10117           <section id="OPACShowHoldQueueDetails">
10118             <title>OPACShowHoldQueueDetails</title>
10119
10120             <para>Default: Don't show any hold details</para>
10121
10122             <para>Asks: ___ to patrons in the OPAC.</para>
10123
10124             <para>Values:</para>
10125
10126             <itemizedlist>
10127               <listitem>
10128                 <para>Don't show any hold details</para>
10129               </listitem>
10130
10131               <listitem>
10132                 <para>Show holds</para>
10133
10134                 <screenshot>
10135                   <screeninfo>The holdings table on the bibliographic record
10136                   will show the number of holds</screeninfo>
10137
10138                   <mediaobject>
10139                     <imageobject>
10140                       <imagedata fileref="images/admin/globalprefs/OPACShowHoldQueueDetails-showholds.png"/>
10141                     </imageobject>
10142                   </mediaobject>
10143                 </screenshot>
10144               </listitem>
10145
10146               <listitem>
10147                 <para>Show holds and priority level</para>
10148               </listitem>
10149
10150               <listitem>
10151                 <para>Show priority level</para>
10152
10153                 <screenshot>
10154                   <screeninfo>Patron record in the OPAC shows where in line
10155                   the patron waits for their hold.</screeninfo>
10156
10157                   <mediaobject>
10158                     <imageobject>
10159                       <imagedata fileref="images/admin/globalprefs/OPACShowHoldQueueDetails-priority.png"/>
10160                     </imageobject>
10161                   </mediaobject>
10162                 </screenshot>
10163
10164                 <itemizedlist>
10165                   <listitem>
10166                     <para><link linkend="opacuserlogin">opacuserlogin</link>
10167                     needs to be set to 'allow'</para>
10168                   </listitem>
10169                 </itemizedlist>
10170               </listitem>
10171             </itemizedlist>
10172           </section>
10173
10174           <section id="OpacShowRecentComments">
10175             <title>OpacShowRecentComments</title>
10176
10177             <para>Default: Don't show</para>
10178
10179             <para>Asks: ___ a link to recent comments in the OPAC
10180             masthead.</para>
10181
10182             <para>Values:</para>
10183
10184             <itemizedlist>
10185               <listitem>
10186                 <para>Don't show</para>
10187               </listitem>
10188
10189               <listitem>
10190                 <para>Show</para>
10191               </listitem>
10192             </itemizedlist>
10193
10194             <para>Description:</para>
10195
10196             <itemizedlist>
10197               <listitem>
10198                 <para>If you have chosen to allow comments in your OPAC by
10199                 setting <link linkend="reviewson">reviewson</link> to 'Allow'
10200                 you can include a link to the recent comments under the search
10201                 box at the top of your OPAC with this preference.</para>
10202
10203                 <screenshot>
10204                   <screeninfo>Recent Comments link on OPAC</screeninfo>
10205
10206                   <mediaobject>
10207                     <imageobject>
10208                       <imagedata fileref="images/admin/globalprefs/OpacShowRecentComments.png"/>
10209                     </imageobject>
10210                   </mediaobject>
10211                 </screenshot>
10212               </listitem>
10213             </itemizedlist>
10214           </section>
10215
10216           <section id="OPACShowUnusedAuthorities">
10217             <title>OPACShowUnusedAuthorities</title>
10218
10219             <para>Default: Show</para>
10220
10221             <para>Asks: ___ unused authorities in the OPAC authority
10222             browser.</para>
10223
10224             <para>Values:</para>
10225
10226             <itemizedlist>
10227               <listitem>
10228                 <para>Do not show</para>
10229               </listitem>
10230
10231               <listitem>
10232                 <para>Show</para>
10233
10234                 <itemizedlist>
10235                   <listitem>
10236                     <important>
10237                       <para>Requires that the <link linkend="OpacAuthorities">OpacAuthorities</link>
10238                       preference is set to 'Allow'</para>
10239                     </important>
10240                   </listitem>
10241                 </itemizedlist>
10242               </listitem>
10243             </itemizedlist>
10244
10245             <para>Description:</para>
10246
10247             <itemizedlist>
10248               <listitem>
10249                 <para>When patrons search your authority file via the OPAC
10250                 they will see all authorities in your system even if you don't
10251                 have them linked to any bibliographic records. This preference
10252                 lets you determine what the default behavior is when searching
10253                 authorities via the OPAC. If you choose 'Do not show' it will
10254                 only show patrons authority records that are linked to bib
10255                 records in the search results. Otherwise the system will show
10256                 all authority records even if they aren't linked to
10257                 records.</para>
10258               </listitem>
10259             </itemizedlist>
10260           </section>
10261
10262           <section id="OpacStarRatings">
10263             <title>OpacStarRatings</title>
10264
10265             <para>Default: no</para>
10266
10267             <para>Asks: Show star-ratings on ___ pages.</para>
10268
10269             <para>Values:</para>
10270
10271             <itemizedlist>
10272               <listitem>
10273                 <para>no</para>
10274               </listitem>
10275
10276               <listitem>
10277                 <para>only details</para>
10278
10279                 <screenshot>
10280                   <screeninfo>Star Ratings on the Details Page</screeninfo>
10281
10282                   <mediaobject>
10283                     <imageobject>
10284                       <imagedata fileref="images/admin/globalprefs/OpacStarRatings-details.png"/>
10285                     </imageobject>
10286                   </mediaobject>
10287                 </screenshot>
10288               </listitem>
10289
10290               <listitem>
10291                 <para>results and details</para>
10292
10293                 <screenshot>
10294                   <screeninfo>OPAC Star Ratings on the Search
10295                   Results</screeninfo>
10296
10297                   <mediaobject>
10298                     <imageobject>
10299                       <imagedata fileref="images/admin/globalprefs/OpacStarRatings-results.png"/>
10300                     </imageobject>
10301                   </mediaobject>
10302                 </screenshot>
10303               </listitem>
10304             </itemizedlist>
10305
10306             <para>Description:</para>
10307
10308             <itemizedlist>
10309               <listitem>
10310                 <para>Star ratings are a way for your patrons to leave ratings
10311                 without having to leave a full review. Patrons who are not
10312                 logged in will only be able to see the stars, once logged in
10313                 patrons can click on the stars on the details page to leave
10314                 their own rating. Clicking on the stars on the search results
10315                 will not submit a rating.</para>
10316               </listitem>
10317             </itemizedlist>
10318           </section>
10319           <section id="OpacSuggestionManagedBy">
10320             <title>OpacSuggestionManagedBy</title>
10321             <para>Default: Show</para>
10322             <para>Asks: ___  the name of the staff member who managed a suggestion in OPAC. </para>
10323             <para>Values:<itemizedlist>
10324                 <listitem>
10325                   <para>Don't show</para>
10326                 </listitem>
10327                 <listitem>
10328                   <para>Show</para>
10329                 </listitem>
10330               </itemizedlist></para>
10331             <para>Description:<itemizedlist>
10332                 <listitem>
10333                   <para>If you're <link linkend="suggestionspref">allowing patrons to make purchase
10334                       suggestions</link> then they will see the 'my suggestions' tab when logged in.
10335                     This tab shows the patron the librarian who approved or rejected the purchase
10336                     suggestion. This preference controls if the patron sees the librarian's name or
10337                     not.</para>
10338                 </listitem>
10339               </itemizedlist></para>
10340           </section>
10341
10342           <section id="opacthemes">
10343             <title>opacthemes</title>
10344
10345             <para>Default: bootstrap</para>
10346
10347             <para>Asks: Use the ___ theme on the OPAC.</para>
10348
10349             <para>Values:</para>
10350
10351             <itemizedlist>
10352               <listitem>
10353                 <para>bootstrap</para>
10354                 <para>
10355                   <screenshot>
10356                     <screeninfo>Bootstrap Theme</screeninfo>
10357                     <mediaobject>
10358                       <imageobject>
10359                         <imagedata fileref="images/admin/globalprefs/opacthemes-bootstrap.png"/>
10360                       </imageobject>
10361                     </mediaobject>
10362                   </screenshot>
10363                 </para>
10364                 <para>This theme is completely responsive</para>
10365               </listitem>
10366             </itemizedlist>
10367           </section>
10368
10369           <section id="OPACURLOpenInNewWindow">
10370             <title>OPACURLOpenInNewWindow</title>
10371
10372             <para>Default: don't</para>
10373
10374             <para>Asks: When patrons click on a link to another website from
10375             your OPAC (like Amazon or OCLC), ___ open the website in a new
10376             window.</para>
10377
10378             <para>Values:</para>
10379
10380             <itemizedlist>
10381               <listitem>
10382                 <para>do</para>
10383               </listitem>
10384
10385               <listitem>
10386                 <para>don't</para>
10387               </listitem>
10388             </itemizedlist>
10389
10390             <para>Description:</para>
10391
10392             <itemizedlist>
10393               <listitem>
10394                 <para>This preference determines if URLs in the OPAC will open
10395                 in a new window or not. When clicking on a link in the OPAC, a
10396                 patron does not need to worry about navigating away from their
10397                 search results.</para>
10398               </listitem>
10399             </itemizedlist>
10400           </section>
10401
10402           <section id="OPACUserCSS">
10403             <title>OPACUserCSS</title>
10404
10405             <para>Asks: Include the following CSS on all pages in the
10406             OPAC</para>
10407
10408             <para>Description:</para>
10409
10410             <itemizedlist>
10411               <listitem>
10412                 <para>OPACUserCSS allows the administrator to enter styles that will overwrite the
10413                   OPAC's default CSS as defined in 'opaclayoutstylesheet' or 'opacstylesheet'.
10414                   Styles may be entered for any of the selectors found in the default style sheet.
10415                   The default stylesheet will likely be found at
10416                   http://your_koha_address/opac-tmpl/bootstrap/css/opac.css. Unlike <link
10417                     linkend="OpacAdditionalStylesheet">OpacAdditionalStylesheet</link> and <link
10418                     linkend="opaclayoutstylesheet">opaclayoutstylesheet</link> this preference will
10419                   embed the CSS directly on your OPAC pages.</para>
10420               </listitem>
10421             </itemizedlist>
10422           </section>
10423
10424           <section id="opacuserjs">
10425             <title>OPACUserJS</title>
10426
10427             <para>Asks: Include the following JavaScript on all pages in the
10428             OPAC</para>
10429
10430             <screenshot>
10431               <screeninfo>OPAC login box before OPACUserJS edit</screeninfo>
10432
10433               <mediaobject>
10434                 <imageobject>
10435                   <imagedata fileref="images/admin/globalprefs/opacuserjs-before.png"/>
10436                 </imageobject>
10437               </mediaobject>
10438             </screenshot>
10439
10440             <screenshot>
10441               <screeninfo>JavaScript in OPACUserJS to change the OPAC login box</screeninfo>
10442
10443               <mediaobject>
10444                 <imageobject>
10445                   <imagedata fileref="images/admin/globalprefs/opacuserjs.png"/>
10446                 </imageobject>
10447               </mediaobject>
10448             </screenshot>
10449
10450             <screenshot>
10451               <screeninfo>New OPAC login box after editing OPACUserJS</screeninfo>
10452
10453               <mediaobject>
10454                 <imageobject>
10455                   <imagedata fileref="images/admin/globalprefs/opacuserjs-after.png"/>
10456                 </imageobject>
10457               </mediaobject>
10458             </screenshot>
10459
10460             <para>Description:</para>
10461
10462             <itemizedlist>
10463               <listitem>
10464                 <para>This preference allows the administrator to enter
10465                 JavaScript or JQuery that will be embedded across all pages of
10466                 the OPAC. Administrators may use this preference to customize
10467                 some of the interactive sections of Koha, customizing the text
10468                 for the login prompts, for example. Sample JQuery scripts used
10469                 by Koha libraries can be found on the wiki: <ulink url="http://wiki.koha-community.org/wiki/JQuery_Library">http://wiki.koha-community.org/wiki/JQuery_Library</ulink>.</para>
10470               </listitem>
10471             </itemizedlist>
10472           </section>
10473
10474           <section id="OPACXSLTDetailsDisplay">
10475             <title>OPACXSLTDetailsDisplay</title>
10476
10477             <para>Default: default</para>
10478
10479             <para>Asks: Display OPAC details using XSLT stylesheet at
10480             ___</para>
10481
10482             <para>Values:</para>
10483
10484             <itemizedlist>
10485               <listitem>
10486                 <para>leave empty to not use the XSLT stylesheet</para>
10487
10488                 <itemizedlist>
10489                   <listitem>
10490                     <para>In previous versions of Koha this was the setting
10491                     that read 'normally'</para>
10492                   </listitem>
10493                 </itemizedlist>
10494               </listitem>
10495
10496               <listitem>
10497                 <para>enter "default" for the default one</para>
10498               </listitem>
10499
10500               <listitem>
10501                 <para>put a path to define a XSLT file</para>
10502
10503                 <itemizedlist>
10504                   <listitem>
10505                     <para>ex: /path/to/koha/and/your/stylesheet.xsl</para>
10506                   </listitem>
10507
10508                   <listitem>
10509                     <para>If in a multi-language system you can enter
10510                     {langcode} in the path to tell Koha to look in the right
10511                     language folder</para>
10512
10513                     <itemizedlist>
10514                       <listitem>
10515                         <para>ex:
10516                           /home/koha/src/koha-tmpl/opac-tmpl/bootstrap/{langcode}/xslt/MARC21slim2OPACDetail.xsl</para>
10517                       </listitem>
10518
10519                       <listitem>
10520                         <para>ex.
10521                         http://mykohaopac.org/{langcode}/stylesheet.xsl</para>
10522                       </listitem>
10523                     </itemizedlist>
10524                   </listitem>
10525                 </itemizedlist>
10526               </listitem>
10527
10528               <listitem>
10529                 <para>put an URL for an external specific stylesheet</para>
10530
10531                 <itemizedlist>
10532                   <listitem>
10533                     <para>ex: http://mykohaopac.org/stylesheet.xsl</para>
10534                   </listitem>
10535                 </itemizedlist>
10536               </listitem>
10537             </itemizedlist>
10538
10539             <para>Description:</para>
10540
10541             <itemizedlist>
10542               <listitem>
10543                 <para>XSLT stylesheets allow for the customization of the
10544                 details shows on the screen when viewing a bib record. This
10545                 preference will allow you either use the default look that
10546                 comes with Koha or design your own stylesheet.</para>
10547               </listitem>
10548             </itemizedlist>
10549           </section>
10550
10551           <section id="OPACXSLTResultsDisplay">
10552             <title>OPACXSLTResultsDisplay</title>
10553
10554             <para>Default: default</para>
10555
10556             <para>Asks: Display OPAC results using XSLT stylesheet at
10557             ___</para>
10558
10559             <para>Values:</para>
10560
10561             <itemizedlist>
10562               <listitem>
10563                 <para>leave empty to not use the XSLT stylesheet</para>
10564
10565                 <itemizedlist>
10566                   <listitem>
10567                     <para>In previous versions of Koha this was the setting
10568                     that read 'normally'</para>
10569                   </listitem>
10570                 </itemizedlist>
10571               </listitem>
10572
10573               <listitem>
10574                 <para>enter "default" for the default one</para>
10575               </listitem>
10576
10577               <listitem>
10578                 <para>put a path to define a XSLT file</para>
10579
10580                 <itemizedlist>
10581                   <listitem>
10582                     <para>ex: /path/to/koha/and/your/stylesheet.xsl</para>
10583                   </listitem>
10584
10585                   <listitem>
10586                     <para>If in a multi-language system you can enter
10587                     {langcode} in the path to tell Koha to look in the right
10588                     language folder</para>
10589
10590                     <itemizedlist>
10591                       <listitem>
10592                         <para>ex:
10593                           /home/koha/src/koha-tmpl/opac-tmpl/bootstrap/{langcode}/xslt/MARC21slim2OPACResults.xsl</para>
10594                       </listitem>
10595
10596                       <listitem>
10597                         <para>ex.
10598                         http://mykohaopac.org/{langcode}/stylesheet.xsl</para>
10599                       </listitem>
10600                     </itemizedlist>
10601                   </listitem>
10602                 </itemizedlist>
10603               </listitem>
10604
10605               <listitem>
10606                 <para>put an URL for an external specific stylesheet</para>
10607
10608                 <itemizedlist>
10609                   <listitem>
10610                     <para>ex: http://mykohaopac.org/stylesheet.xsl</para>
10611                   </listitem>
10612                 </itemizedlist>
10613               </listitem>
10614             </itemizedlist>
10615
10616             <para>Description:</para>
10617
10618             <itemizedlist>
10619               <listitem>
10620                 <para>XSLT stylesheets allow for the customization of the
10621                 details shows on the screen when viewing the search results.
10622                 This preference will allow you either use the default look
10623                 that comes with Koha or design your own stylesheet.</para>
10624               </listitem>
10625             </itemizedlist>
10626           </section>
10627         </section>
10628
10629         <section id="opacfeaturesprefs">
10630           <title>Features</title>
10631
10632           <para/>
10633
10634           <section id="numSearchRSSResults">
10635             <title>numSearchRSSResults</title>
10636
10637             <para>Default: 50</para>
10638
10639             <para>Asks: Display ___ search results in the RSS feed.</para>
10640
10641             <para>Description:</para>
10642
10643             <itemizedlist>
10644               <listitem>
10645                 <para>By default the RSS feed that is automatically generated
10646                 for every search results page will list 50 items. This can
10647                 sometimes be too much for some RSS feed readers and for some
10648                 people this isn't enough. This preference allows you to adjust
10649                 this number to show the best number of results for your
10650                 patrons.</para>
10651               </listitem>
10652             </itemizedlist>
10653           </section>
10654           <section id="OPACAcquisitionDetails">
10655             <title>OPACAcquisitionDetails</title>
10656             <para>Default: Don't display</para>
10657             <para>Asks: ___  the acquisition details on OPAC detail pages.</para>
10658             <para>Values:<itemizedlist>
10659                 <listitem>
10660                   <para>Display<screenshot>
10661                       <screeninfo>Acquisitions details in the OPAC</screeninfo>
10662                       <mediaobject>
10663                         <imageobject>
10664                           <imagedata fileref="images/admin/globalprefs/OPACAcquisitionDetails.png"/>
10665                         </imageobject>
10666                       </mediaobject>
10667                     </screenshot></para>
10668                 </listitem>
10669                 <listitem>
10670                   <para>Don't display</para>
10671                 </listitem>
10672               </itemizedlist></para>
10673             <para>Description:<itemizedlist>
10674                 <listitem>
10675                   <para>This preference shows the patrons how many items are on order in the
10676                     Holdings tab if you have the <link linkend="AcqCreateItem">AcqCreateItem</link>
10677                     set to 'cataloging the record'</para>
10678                 </listitem>
10679               </itemizedlist></para>
10680           </section>
10681
10682           <section id="OpacAuthorities">
10683             <title>OpacAuthorities</title>
10684
10685             <para>Default: Allow</para>
10686
10687             <para>Asks: ___ patrons to search your authority records.</para>
10688
10689             <para>Description:</para>
10690
10691             <itemizedlist>
10692               <listitem>
10693                 <para>This preference displays the link on the OPAC for the authority search. By
10694                   setting the preference to "Allow" patrons can use this search link of the
10695                   OPAC.</para>
10696               </listitem>
10697             </itemizedlist>
10698
10699             <para>Values:</para>
10700
10701             <itemizedlist>
10702               <listitem>
10703                 <para>Allow</para>
10704
10705                 <itemizedlist>
10706                   <listitem>
10707                     <para>A link labeled 'Authority search' will appear at the top of your OPAC
10708                       under the search box</para>
10709
10710                     <screenshot>
10711                       <screeninfo>'Browse by Subject' link under search box on
10712                       OPAC</screeninfo>
10713
10714                       <mediaobject>
10715                         <imageobject>
10716                           <imagedata fileref="images/admin/globalprefs/authoritysearch.png"/>
10717                         </imageobject>
10718                       </mediaobject>
10719                     </screenshot>
10720                   </listitem>
10721                 </itemizedlist>
10722               </listitem>
10723
10724               <listitem>
10725                 <para>Don't allow</para>
10726               </listitem>
10727             </itemizedlist>
10728           </section>
10729
10730           <section id="opacbookbag">
10731             <title>opacbookbag</title>
10732
10733             <para>Default: Allow</para>
10734
10735             <para>Asks: ___ patrons to store items in a temporary "Cart" on
10736             the OPAC.</para>
10737
10738             <para>Values:</para>
10739
10740             <itemizedlist>
10741               <listitem>
10742                 <para>Allow</para>
10743               </listitem>
10744
10745               <listitem>
10746                 <para>Don't allow</para>
10747               </listitem>
10748             </itemizedlist>
10749
10750             <para>Description:</para>
10751
10752             <itemizedlist>
10753               <listitem>
10754                 <para>This preference allows the user to temporarily save a
10755                 list of items found on the catalog. By using the Book Bag, or
10756                 Cart, the user can print out or email a list of items found.
10757                 The user does not need to be logged in. This list is temporary
10758                 and will be emptied, or cleared, at the end of the
10759                 session.</para>
10760               </listitem>
10761             </itemizedlist>
10762           </section>
10763
10764           <section id="OpacBrowser">
10765             <title>OpacBrowser</title>
10766
10767             <important>
10768               <para>This preference only applies to French systems at this
10769               time.</para>
10770             </important>
10771
10772             <para>Default: Don't allow</para>
10773
10774             <para>Asks: ___ patrons to browse subject authorities on
10775             OPAC</para>
10776
10777             <para>Values:</para>
10778
10779             <itemizedlist>
10780               <listitem>
10781                 <para>Allow</para>
10782               </listitem>
10783
10784               <listitem>
10785                 <para>Don't allow</para>
10786               </listitem>
10787             </itemizedlist>
10788
10789             <para><important>
10790                 <para>run the <link linkend="authbrowsercron">Authorities
10791                 Browser Cron Job</link> to create the browser list</para>
10792               </important></para>
10793           </section>
10794
10795           <section id="OpacBrowseResults">
10796             <title>OpacBrowseResults</title>
10797
10798             <para>Default: enable</para>
10799
10800             <para>Asks: ___ browsing and paging search results from the OPAC
10801             detail page.</para>
10802
10803             <para>Values:</para>
10804
10805             <itemizedlist>
10806               <listitem>
10807                 <para>disable</para>
10808               </listitem>
10809
10810               <listitem>
10811                 <para>enable</para>
10812
10813                 <screenshot>
10814                   <screeninfo>Browsing and Paging Search Results</screeninfo>
10815
10816                   <mediaobject>
10817                     <imageobject>
10818                       <imagedata fileref="images/admin/globalprefs/OpacBrowseResults.png"/>
10819                     </imageobject>
10820                   </mediaobject>
10821                 </screenshot>
10822               </listitem>
10823             </itemizedlist>
10824
10825             <para>Description:</para>
10826
10827             <itemizedlist>
10828               <listitem>
10829                 <para>This preference will control the option to return to
10830                 your results and/or browse them from the detail page in the
10831                 OPAC.</para>
10832               </listitem>
10833             </itemizedlist>
10834           </section>
10835           <section id="OpacCloud">
10836             <title>OpacCloud</title>
10837             <para><important>
10838                 <para>This preference only applies to French systems at this time.</para>
10839               </important>Default: Don't show</para>
10840             <para>Asks: ___  a subject cloud on OPAC</para>
10841             <para>Values:<itemizedlist>
10842                 <listitem>
10843                   <para>Don't show</para>
10844                 </listitem>
10845                 <listitem>
10846                   <para>Show</para>
10847                 </listitem>
10848               </itemizedlist></para>
10849             <para>
10850               <important>
10851                 <para>run the <link linkend="authbrowsercron">Authorities Browser Cron Job</link> to
10852                   create the browser list</para>
10853               </important>
10854             </para>
10855           </section>
10856
10857           <section id="OPACFinesTab">
10858             <title>OPACFinesTab</title>
10859
10860             <para>Default: Allow</para>
10861
10862             <para>Asks: ___ patrons to access the Fines tab on the My Account
10863             page on the OPAC.</para>
10864
10865             <para>Values:</para>
10866
10867             <itemizedlist>
10868               <listitem>
10869                 <para>Allow</para>
10870
10871                 <itemizedlist>
10872                   <listitem>
10873                     <para><link linkend="opacuserlogin">opacuserlogin</link>
10874                     needs to be set to 'allow'</para>
10875                   </listitem>
10876                 </itemizedlist>
10877               </listitem>
10878
10879               <listitem>
10880                 <para>Don't allow</para>
10881               </listitem>
10882             </itemizedlist>
10883           </section>
10884           <section id="OpacHoldNotes">
10885             <title>OpacHoldNotes</title>
10886             <para>Default: Do not allow</para>
10887             <para>Asks: ___  users to add a note when placing a hold.</para>
10888             <para>Values:<itemizedlist>
10889                 <listitem>
10890                   <para>Allow</para>
10891                   <screenshot>
10892                       <screeninfo>Holds notes in the OPAC</screeninfo>
10893                       <mediaobject>
10894                         <imageobject>
10895                           <imagedata fileref="images/admin/globalprefs/OpacHoldNotes.png"/>
10896                         </imageobject>
10897                       </mediaobject>
10898                     </screenshot>
10899                 </listitem>
10900                 <listitem>
10901                   <para>Do not allow</para>
10902                 </listitem>
10903               </itemizedlist></para>
10904           </section>
10905           <section id="OpacItemLocation">
10906             <title>OpacItemLocation</title>
10907             <para>Default: call number only</para>
10908             <para>Asks: Show ____ for items on the OPAC search results.</para>
10909             <para>Values:<itemizedlist>
10910                 <listitem>
10911                   <para>call number only</para>
10912                 </listitem>
10913                 <listitem>
10914                   <para>collection code</para>
10915                 </listitem>
10916                 <listitem>
10917                   <para>location</para>
10918                 </listitem>
10919               </itemizedlist></para>
10920             <para>Description: </para>
10921             <itemizedlist>
10922               <listitem>
10923                 <para>This setting allows users of the OPAC results XSLT stylesheet to choose to
10924                   display collection code or location in addition to call number.</para>
10925               </listitem>
10926             </itemizedlist>
10927           </section>
10928
10929           <section id="OpacPasswordChange">
10930             <title>OpacPasswordChange</title>
10931
10932             <para>Default: Allow</para>
10933
10934             <para>Asks: ___ patrons to change their own password on the
10935             OPAC.</para>
10936
10937             <para>Values:</para>
10938
10939             <itemizedlist>
10940               <listitem>
10941                 <para>Allow</para>
10942
10943                 <itemizedlist>
10944                   <listitem>
10945                     <para><link linkend="opacuserlogin">opacuserlogin</link>
10946                     needs to be set to 'allow'</para>
10947                   </listitem>
10948                 </itemizedlist>
10949               </listitem>
10950
10951               <listitem>
10952                 <para>Don't allow</para>
10953               </listitem>
10954             </itemizedlist>
10955
10956             <important>
10957               <para>Enabling this will break LDAP authentication.</para>
10958             </important>
10959           </section>
10960
10961           <section id="OPACPatronDetails">
10962             <title>OPACPatronDetails</title>
10963
10964             <para>Default: Allow</para>
10965
10966             <para>Asks: ___ patrons to notify the library of changes to their
10967             contact information from the OPAC.</para>
10968
10969             <para>Values:</para>
10970
10971             <itemizedlist>
10972               <listitem>
10973                 <para>Allow</para>
10974
10975                 <itemizedlist>
10976                   <listitem>
10977                     <para><link linkend="opacuserlogin">opacuserlogin</link>
10978                     needs to be set to 'allow'</para>
10979                   </listitem>
10980                 </itemizedlist>
10981               </listitem>
10982
10983               <listitem>
10984                 <para>Don't allow</para>
10985               </listitem>
10986             </itemizedlist>
10987
10988             <para>Description:</para>
10989
10990             <itemizedlist>
10991               <listitem>
10992                 <para>If patrons are allowed to notify the library of changes to their account then
10993                   staff will need to approve the changes via the staff client.  Notification of
10994                   patron account requests will appear on the dashaboard below the list of modules
10995                   with other pending actions.</para>
10996                 <screenshot>
10997                     <screeninfo>Patrons requesting modifications</screeninfo>
10998                     <mediaobject>
10999                       <imageobject>
11000                         <imagedata fileref="images/admin/globalprefs/OPACPatronDetails.png"/>
11001                       </imageobject>
11002                     </mediaobject>
11003                   </screenshot>
11004                 <para>Once you click the notification you will be presented with the changes the
11005                   patron would like to make to their account and from there you can choose how to
11006                   proceed.</para>
11007                 <screenshot>
11008                   <screeninfo>Patrons modifications</screeninfo>
11009                   <mediaobject>
11010                     <imageobject>
11011                       <imagedata fileref="images/admin/globalprefs/OPACPatronDetails-approve.png"/>
11012                     </imageobject>
11013                   </mediaobject>
11014                 </screenshot>
11015                 <note>
11016                   <para>You can control what fields patrons see and can modify via the OPAC by
11017                     setting the <link linkend="PatronSelfRegistrationBorrowerMandatoryField">PatronSelfRegistrationBorrowerMandatoryField</link>
11018                     <link linkend="PatronSelfRegistrationBorrowerUnwantedField">PatronSelfRegistrationBorrowerUnwantedField</link> preferences.</para>
11019                 </note>
11020               </listitem>
11021             </itemizedlist>
11022           </section>
11023
11024           <section id="OPACpatronimage">
11025             <title>OPACpatronimage</title>
11026
11027             <para>Default: Don't show</para>
11028
11029             <para>Asks: ___ patron images on the patron information page in
11030             the OPAC.</para>
11031
11032             <para>Values:</para>
11033
11034             <itemizedlist>
11035               <listitem>
11036                 <para>Don't show</para>
11037               </listitem>
11038
11039               <listitem>
11040                 <para>Show</para>
11041               </listitem>
11042             </itemizedlist>
11043
11044             <para>Description:</para>
11045
11046             <itemizedlist>
11047               <listitem>
11048                 <para>If <link linkend="patronimages">patronimages</link> is
11049                 set to allow the upload of patron images via the staff client,
11050                 then setting this preference to 'show' will show the patron
11051                 what image you have on file for them when they view their
11052                 personal information on their account in the OPAC.</para>
11053               </listitem>
11054             </itemizedlist>
11055           </section>
11056           <section id="OPACPopupAuthorsSearch">
11057             <title>OPACPopupAuthorsSearch</title>
11058             <para>Default: Don't display</para>
11059             <para>Asks: ___  the list of authors/subjects in a popup for a combined search on OPAC
11060               detail pages.</para>
11061             <para>Values:<itemizedlist>
11062                 <listitem>
11063                   <para>Display</para>
11064                   <para>
11065                     <screenshot>
11066                       <screeninfo>Subject search pop up</screeninfo>
11067                       <mediaobject>
11068                         <imageobject>
11069                           <imagedata fileref="images/admin/globalprefs/OPACPopupAuthorsSearch.png"/>
11070                         </imageobject>
11071                       </mediaobject>
11072                     </screenshot>
11073                     <itemizedlist>
11074                       <listitem>
11075                         <important>
11076                           <para>This will only display the pop up if you are not using an XSLT
11077                             stylesheet.  Review your <link linkend="OPACXSLTDetailsDisplay">OPACXSLTDetailsDisplay</link> to find out what stylesheet you're
11078                             using.</para>
11079                         </important>
11080                       </listitem>
11081                     </itemizedlist>
11082                   </para>
11083                 </listitem>
11084                 <listitem>
11085                   <para>Don't display<itemizedlist>
11086                       <listitem>
11087                         <para>Authors and subjects will display as search links instead of pop up
11088                           menus.</para>
11089                       </listitem>
11090                     </itemizedlist></para>
11091                 </listitem>
11092               </itemizedlist></para>
11093             <para>Description:<itemizedlist>
11094                 <listitem>
11095                   <para>If this preference is set to 'Display' then clicking a subject or author
11096                     from the details page in the OPAC will present the searcher with a pop up box.
11097                     From this box you can check off any of the subjects or authors listed and search
11098                     them all at once by clicking 'Search' at the bottom of the pop up.  The default
11099                     behavior is for Koha to search just the clicked author or subject.</para>
11100                 </listitem>
11101               </itemizedlist></para>
11102           </section>
11103           <section id="OpacResetPassword">
11104             <title>OpacResetPassword</title>
11105             <para>Default: not allowed</para>
11106             <para>Asks: Library users are ___ to recover their password via e-mail in the
11107               OPAC.</para>
11108             <para>Values:<itemizedlist>
11109                 <listitem>
11110                   <para>allowed<screenshot>
11111                       <screeninfo>Forgot your password link</screeninfo>
11112                       <mediaobject>
11113                         <imageobject>
11114                           <imagedata fileref="images/admin/globalprefs/OpacResetPassword.png"/>
11115                         </imageobject>
11116                       </mediaobject>
11117                     </screenshot></para>
11118                 </listitem>
11119                 <listitem>
11120                   <para>not allowed</para>
11121                 </listitem>
11122               </itemizedlist></para>
11123             <para>Description:<itemizedlist>
11124                 <listitem>
11125                   <para>This preference controls whether you present users of the public catalog
11126                     with a 'Forgot your password' link or not.  Learn more in the <link
11127                       linkend="resetpwopac">OPAC section</link> of this manual.</para>
11128                 </listitem>
11129               </itemizedlist></para>
11130           </section>
11131
11132           <section id="OpacTopissue">
11133             <title>OpacTopissue</title>
11134
11135             <para>Default: Don't allow</para>
11136
11137             <para>Asks: ___ patrons to access a list of the most checked out
11138             items on the OPAC.</para>
11139
11140             <para>Values:</para>
11141
11142             <itemizedlist>
11143               <listitem>
11144                 <para>Allow</para>
11145
11146                 <itemizedlist>
11147                   <listitem>
11148                     <para>A link to 'Most Popular' will appear at the top of
11149                     your OPAC</para>
11150
11151                     <screenshot>
11152                       <screeninfo>'Most Popular' link under the search
11153                       box</screeninfo>
11154
11155                       <mediaobject>
11156                         <imageobject>
11157                           <imagedata fileref="images/admin/globalprefs/OpacTopissue.png"/>
11158                         </imageobject>
11159                       </mediaobject>
11160                     </screenshot>
11161                   </listitem>
11162                 </itemizedlist>
11163               </listitem>
11164
11165               <listitem>
11166                 <para>Don't allow</para>
11167               </listitem>
11168             </itemizedlist>
11169
11170             <para>Description:</para>
11171
11172             <itemizedlist>
11173               <listitem>
11174                 <para>This preference allows the administrator to choose to
11175                 show the "Most Popular" link at the top of the OPAC under the
11176                 search box. The "Most Popular" page shows the top circulated
11177                 items in the library, as determined by the number of times a
11178                 title has been circulated. This allows users to see what
11179                 titles are popular in their community. It is recommended that
11180                 you leave this preference set to 'Don't allow' until you have
11181                 been live on Koha for a couple of months, otherwise the data
11182                 that it shows will not be an accurate portrayal of what's
11183                 popular in your library.</para>
11184
11185                 <screenshot>
11186                   <screeninfo>Sample top issues page</screeninfo>
11187
11188                   <mediaobject>
11189                     <imageobject>
11190                       <imagedata fileref="images/admin/globalprefs/topissues.png"/>
11191                     </imageobject>
11192                   </mediaobject>
11193                 </screenshot>
11194               </listitem>
11195             </itemizedlist>
11196           </section>
11197
11198           <section id="opacuserlogin">
11199             <title>opacuserlogin</title>
11200
11201             <para>Default: Allow</para>
11202
11203             <para>Asks: ___ patrons to log in to their accounts on the
11204             OPAC.</para>
11205
11206             <para>Values:</para>
11207
11208             <itemizedlist>
11209               <listitem>
11210                 <para>Allow</para>
11211               </listitem>
11212
11213               <listitem>
11214                 <para>Don't allow</para>
11215
11216                 <itemizedlist>
11217                   <listitem>
11218                     <para>The OPAC will still be searchable if patrons can't
11219                     log in, this just disables the patron account access via
11220                     the OPAC</para>
11221                   </listitem>
11222                 </itemizedlist>
11223               </listitem>
11224             </itemizedlist>
11225           </section>
11226
11227           <section id="QuoteOfTheDay">
11228             <title>QuoteOfTheDay</title>
11229
11230             <para>Default: Disable</para>
11231
11232             <para>Asks: ___ Quote of the Day display on OPAC home page</para>
11233
11234             <para>Values:</para>
11235
11236             <itemizedlist>
11237               <listitem>
11238                 <para>Disable</para>
11239               </listitem>
11240
11241               <listitem>
11242                 <para>Enable</para>
11243               </listitem>
11244             </itemizedlist>
11245
11246             <para>Description:</para>
11247
11248             <itemizedlist>
11249               <listitem>
11250                 <para>This feature will allow you to enter a series of quotes
11251                 that will then show on the OPAC homepage in random order. To
11252                 add/edit quotes, visit the <link linkend="QOTDEditor">Quote of
11253                 the Day Editor</link> under Tools.</para>
11254               </listitem>
11255             </itemizedlist>
11256           </section>
11257
11258           <section id="RequestOnOpac">
11259             <title>RequestOnOpac</title>
11260
11261             <para>Default: Allow</para>
11262
11263             <para>Asks: ___ patrons to place holds on items from the
11264             OPAC.</para>
11265
11266             <para>Values:</para>
11267
11268             <itemizedlist>
11269               <listitem>
11270                 <para>Allow</para>
11271
11272                 <itemizedlist>
11273                   <listitem>
11274                     <para><link linkend="opacuserlogin">opacuserlogin</link>
11275                     needs to be set to 'allow'</para>
11276                   </listitem>
11277                 </itemizedlist>
11278               </listitem>
11279
11280               <listitem>
11281                 <para>Don't allow</para>
11282               </listitem>
11283             </itemizedlist>
11284           </section>
11285
11286           <section id="reviewson">
11287             <title>reviewson</title>
11288
11289             <para>Default: Allow</para>
11290
11291             <para>Asks: ___ patrons to make comments on items on the
11292             OPAC.</para>
11293
11294             <para>Values:</para>
11295
11296             <itemizedlist>
11297               <listitem>
11298                 <para>Allow</para>
11299
11300                 <itemizedlist>
11301                   <listitem>
11302                     <para>Patrons comments/reviews all require moderation
11303                     before they appear in the OPAC</para>
11304                   </listitem>
11305
11306                   <listitem>
11307                     <para><link linkend="opacuserlogin">opacuserlogin</link>
11308                     needs to be set to 'Allow'</para>
11309                   </listitem>
11310                 </itemizedlist>
11311               </listitem>
11312
11313               <listitem>
11314                 <para>Don't allow</para>
11315               </listitem>
11316             </itemizedlist>
11317
11318             <para>Description:</para>
11319
11320             <itemizedlist>
11321               <listitem>
11322                 <para>This button allows the patrons to submit comments on
11323                 books they have read via the OPAC. If this preference is set
11324                 to "Allow" reviews are first sent to the staff client for
11325                 staff approval before the review is displayed in the OPAC. The
11326                 staff member who reviews and approves comments may find the
11327                 pending comments on the <link linkend="comments">Comments</link> tool. The staff member can
11328                 then choose to approve or delete the comments.</para>
11329               </listitem>
11330             </itemizedlist>
11331           </section>
11332
11333           <section id="ShowReviewer">
11334             <title>ShowReviewer</title>
11335
11336             <para>Default: full name</para>
11337
11338             <para>Asks: Show ___ of commenter with comments in OPAC.</para>
11339
11340             <para>Values:</para>
11341
11342             <itemizedlist>
11343               <listitem>
11344                 <para>first name</para>
11345               </listitem>
11346
11347               <listitem>
11348                 <para>first name and last initial</para>
11349               </listitem>
11350
11351               <listitem>
11352                 <para>full name</para>
11353               </listitem>
11354
11355               <listitem>
11356                 <para>last name</para>
11357               </listitem>
11358
11359               <listitem>
11360                 <para>no name</para>
11361               </listitem>
11362
11363               <listitem>
11364                 <para>username</para>
11365               </listitem>
11366             </itemizedlist>
11367
11368             <para>Description:</para>
11369
11370             <itemizedlist>
11371               <listitem>
11372                 <para>If you would like to protect your patron's privacy in
11373                 the OPAC you can choose to hide their names or parts of their
11374                 names from any of the comments they leave on bib records in
11375                 your system. <link linkend="reviewson">reviewson</link> needs
11376                 to be set to 'Allow' for this to preference to come in to
11377                 play</para>
11378               </listitem>
11379             </itemizedlist>
11380           </section>
11381
11382           <section id="ShowReviewerPhoto">
11383             <title>ShowReviewerPhoto</title>
11384
11385             <para>Default: Show</para>
11386
11387             <para>Asks: ___ reviewer's photo beside comments in OPAC.</para>
11388
11389             <para>Values:</para>
11390
11391             <itemizedlist>
11392               <listitem>
11393                 <para>Hide</para>
11394               </listitem>
11395
11396               <listitem>
11397                 <para>Show</para>
11398
11399                 <itemizedlist>
11400                   <listitem>
11401                     <para><link linkend="reviewson">reviewson</link> needs to
11402                     be set to 'Allow' and <link linkend="ShowReviewer">ShowReviewer</link> needs to be set
11403                     to 'Show' for this to preference to come in to play</para>
11404
11405                     <screenshot>
11406                       <screeninfo>ShowReviewerPhoto set to 'Show'</screeninfo>
11407
11408                       <mediaobject>
11409                         <imageobject>
11410                           <imagedata fileref="images/admin/globalprefs/ShowReviewerPhoto.png"/>
11411                         </imageobject>
11412                       </mediaobject>
11413                     </screenshot>
11414                   </listitem>
11415                 </itemizedlist>
11416               </listitem>
11417             </itemizedlist>
11418
11419             <para>Description:</para>
11420
11421             <itemizedlist>
11422               <listitem>
11423                 <para>This system preference allows libraries to show avatars
11424                 next to patron's comments in the OPAC. These avatars are
11425                 pulled from the <ulink url="https://www.libravatar.org">Libravatar</ulink> library,
11426                 an open source powered product that allows Internet users to
11427                 choose a small icon to display next to their name on various
11428                 different websites. The library has no control over the images
11429                 the patron chooses to display.</para>
11430               </listitem>
11431             </itemizedlist>
11432           </section>
11433
11434           <section id="SocialNetworks">
11435             <title>SocialNetworks</title>
11436
11437             <para>Default: Disable</para>
11438
11439             <para>Asks: ___ social network links in opac detail pages</para>
11440
11441             <para>Values:</para>
11442
11443             <itemizedlist>
11444               <listitem>
11445                 <para>Disable</para>
11446               </listitem>
11447
11448               <listitem>
11449                 <para>Enable</para>
11450
11451                 <screenshot>
11452                   <screeninfo>Social Networks</screeninfo>
11453
11454                   <mediaobject>
11455                     <imageobject>
11456                       <imagedata fileref="images/admin/globalprefs/SocialNetworks.png"/>
11457                     </imageobject>
11458                   </mediaobject>
11459                 </screenshot>
11460               </listitem>
11461             </itemizedlist>
11462
11463             <para>Description:</para>
11464
11465             <itemizedlist>
11466               <listitem>
11467                 <para>This preference will enable a line of social network
11468                 share buttons below the right hand column on the detail pages
11469                 of records in the OPAC.</para>
11470               </listitem>
11471             </itemizedlist>
11472
11473             <important>
11474               <para>In order for these share buttons to work when clicked you
11475               must have filled in your <link linkend="OPACBaseURL">OPACBaseURL</link> preference.</para>
11476             </important>
11477           </section>
11478
11479           <section id="suggestionspref">
11480             <title>suggestion</title>
11481
11482             <para>Default: Allow</para>
11483
11484             <para>Asks: ___ patrons to make purchase suggestions on the
11485             OPAC.</para>
11486
11487             <para>Values:</para>
11488
11489             <itemizedlist>
11490               <listitem>
11491                 <para>Allow</para>
11492
11493                 <itemizedlist>
11494                   <listitem>
11495                     <para><link linkend="opacuserlogin">opacuserlogin</link>
11496                     needs to be set to 'allow' unless <link linkend="AnonSuggestions">AnonSuggestions</link> is set to
11497                     'allow'</para>
11498                   </listitem>
11499                 </itemizedlist>
11500               </listitem>
11501
11502               <listitem>
11503                 <para>Don't allow</para>
11504               </listitem>
11505             </itemizedlist>
11506           </section>
11507         </section>
11508         <section id="opacpayments">
11509           <title>Payments</title>
11510           <para>These preferences will allow you control the tools you use to accept online payments
11511             from your patrons via the OPAC.</para>
11512           <section id="EnablePayPalOpacPayments">
11513             <title>EnablePayPalOpacPayments &amp; PayPalSandboxMode</title>
11514             <para>EnablePayPalOpacPayments Default: Don't all</para>
11515             <para>PayPalSandboxMode Default: Sandbox</para>
11516             <para>Asks: ___ patrons to make payments from the OPAC via PayPal in ___ mode. </para>
11517             <para>EnablePayPalOpacPayments values:<itemizedlist>
11518                 <listitem>
11519                   <para>Allow</para>
11520                 </listitem>
11521                 <listitem>
11522                   <para>Don't allow</para>
11523                 </listitem>
11524               </itemizedlist></para>
11525             <para>PayPalSandboxMode values:<itemizedlist>
11526                 <listitem>
11527                   <para>Production<itemizedlist>
11528                       <listitem>
11529                         <para>Visit <ulink url="https://developer.paypal.com/"
11530                             >https://developer.paypal.com/</ulink> to get information for accepting
11531                           payments in production</para>
11532                       </listitem>
11533                     </itemizedlist></para>
11534                 </listitem>
11535                 <listitem>
11536                   <para>Sandbox<itemizedlist>
11537                       <listitem>
11538                         <para>Visit <ulink url="https://developer.paypal.com/developer/accounts/"
11539                             >https://developer.paypal.com/developer/accounts/</ulink> to get
11540                           information for your sandbox account</para>
11541                       </listitem>
11542                     </itemizedlist></para>
11543                 </listitem>
11544               </itemizedlist></para>
11545             <para>Description:<itemizedlist>
11546                 <listitem>
11547                   <para>This preference will allow you to accept credit card payments via the OPAC
11548                     for fines via PayPal.  You will need to set up your PayPal account and it is
11549                     recommended that you run tests before using this in production. </para>
11550                 </listitem>
11551               </itemizedlist></para>
11552             <important>
11553               <para>PayPayl's terms of service state that you cannot charge your patrons for the
11554                 processing fees and so this plugin will not add additional fees to the
11555                 charges.</para>
11556             </important>
11557           </section>
11558           <section id="PayPalChargeDescription">
11559             <title>PayPalChargeDescription</title>
11560             <para>Default: Koha fee payment</para>
11561             <para>Asks: The patron should see the charge description as ___</para>
11562             <para>Description<itemizedlist>
11563                 <listitem>
11564                   <para>This preference controls what the patron will see on their PayPal
11565                     account/Bank account for this charge.</para>
11566                 </listitem>
11567               </itemizedlist></para>
11568           </section>
11569           <section id="PayPalPwd">
11570             <title>PayPalPwd</title>
11571             <para>Asks: The password for the PayPal account to receive payments is ___</para>
11572           </section>
11573           <section id="PayPalSignature">
11574             <title>PayPalSignature</title>
11575             <para>Asks: The signature for the PayPal account to receive payments is ___</para>
11576           </section>
11577           <section id="PayPalUser">
11578             <title>PayPalUser</title>
11579             <para>Asks: The email address to receive PayPal payments is ___</para>
11580           </section>
11581         </section>
11582
11583         <section id="opacpolicyprefs">
11584           <title>Policy</title>
11585
11586           <para/>
11587
11588           <section id="AllowPurchaseSuggestionBranchChoice">
11589             <title>AllowPurchaseSuggestionBranchChoice</title>
11590
11591             <para>Default: Don't allow</para>
11592
11593             <para>Asks: ___ patrons to select branch when making a purchase
11594             suggestion</para>
11595
11596             <para>Values:</para>
11597
11598             <itemizedlist>
11599               <listitem>
11600                 <para>Allow</para>
11601               </listitem>
11602
11603               <listitem>
11604                 <para>Don't allow</para>
11605               </listitem>
11606             </itemizedlist>
11607
11608             <para>Description:</para>
11609
11610             <itemizedlist>
11611               <listitem>
11612                 <para>If your library system lets patrons make purchase
11613                 suggestions for a specific branch you can set this preference
11614                 to 'Allow' to add a branch selection option to the purchase
11615                 suggestion form.</para>
11616               </listitem>
11617             </itemizedlist>
11618           </section>
11619           <section id="BlockExpiredPatronOpacActions">
11620             <title>BlockExpiredPatronOpacActions</title>
11621             <para>Default: Don't block</para>
11622             <para>Asks: ___ expired patrons from OPAC actions such as placing a hold or renewing. </para>
11623             <para>Values:<itemizedlist>
11624                 <listitem>
11625                   <para>Block</para>
11626                 </listitem>
11627                 <listitem>
11628                   <para>Don't block</para>
11629                 </listitem>
11630               </itemizedlist></para>
11631             <para>Description:<itemizedlist>
11632                 <listitem>
11633                   <para>This preference lets you set a default value for how Koha handles
11634                     permissions for patrons who are expired. This preference can be overwritten by
11635                     the setting on <link linkend="patcats">individual patron
11636                     categories</link>.</para>
11637                 </listitem>
11638               </itemizedlist></para>
11639           </section>
11640
11641           <section id="OpacAllowPublicListCreation">
11642             <title>OpacAllowPublicListCreation</title>
11643
11644             <para>Default: Allow</para>
11645
11646             <para>Asks: ___ opac users to create public lists</para>
11647
11648             <para>Values:</para>
11649
11650             <itemizedlist>
11651               <listitem>
11652                 <para>Allow</para>
11653               </listitem>
11654
11655               <listitem>
11656                 <para>Don't allow</para>
11657               </listitem>
11658             </itemizedlist>
11659
11660             <para>Description:</para>
11661
11662             <itemizedlist>
11663               <listitem>
11664                 <para>Public lists are visible to anyone who visits your OPAC.
11665                 With this preference you can control whether or now patrons
11666                 are allowed to create these public lists. If this is set to
11667                 "Don't allow" then only staff will be able to create public
11668                 lists.</para>
11669               </listitem>
11670             </itemizedlist>
11671
11672             <important>
11673               <para>This preference will only be taken in to account if you
11674               have <link linkend="virtualshelves">virtualshelves</link> set to
11675               'Allow'</para>
11676             </important>
11677           </section>
11678
11679           <section id="OpacAllowSharingPrivateLists">
11680             <title>OpacAllowSharingPrivateLists</title>
11681
11682             <para>Default: Don't allow</para>
11683
11684             <para>Asks: ___ opac users to share private lists with other
11685             patrons.</para>
11686
11687             <para>Values:</para>
11688
11689             <itemizedlist>
11690               <listitem>
11691                 <para>Allow</para>
11692               </listitem>
11693
11694               <listitem>
11695                 <para>Don't allow</para>
11696               </listitem>
11697             </itemizedlist>
11698
11699             <para>Description:</para>
11700
11701             <itemizedlist>
11702               <listitem>
11703                 <para>This feature will add the option for patrons to share their lists with other
11704                   patrons. When this is set to 'Allow' patrons will see a share link at the top of
11705                   their list. When they click that link it will ask for the email of the patron they
11706                   would like to share with. Koha will then email the patron an invitation to see the
11707                   list.</para>
11708               </listitem>
11709             </itemizedlist>
11710           </section>
11711
11712           <section id="OPACFineNoRenewals">
11713             <title>OPACFineNoRenewals</title>
11714
11715             <para>Default: 99999</para>
11716
11717             <para>Asks: Only allow patrons to renew their own books on the
11718             OPAC if they have less than ___ USD in fines</para>
11719
11720             <note>
11721               <para>Leave this field blank to disable</para>
11722             </note>
11723
11724             <important>
11725               <para>To allow renewals in the OPAC, <link linkend="opacuserlogin">opacuserlogin</link> needs to be set to
11726               'allow'</para>
11727             </important>
11728           </section>
11729
11730           <section id="OpacHiddenItems">
11731             <title>OpacHiddenItems</title>
11732
11733             <para>Asks: Allows to define custom rules for hiding specific
11734             items at opac. <note>
11735                 <para>See docs/opac/OpacHiddenItems.txt in your Koha install
11736                 directory for more information</para>
11737               </note></para>
11738
11739             <para>Description:</para>
11740
11741             <itemizedlist>
11742               <listitem>
11743                 <para>In this field you can enter criteria for items you would
11744                 like to hide from display in the OPAC. This field takes any
11745                 combination of item fields (from the items table in the Koha
11746                 database) for blocking. For example a value of:</para>
11747
11748                 <para><programlisting>itype: [07, 10]
11749 location: [STAFF, ISO]</programlisting>Will block items with an itype code of
11750                 07 or 10 as well as items that have a shelving location of
11751                 STAFF or ISO.</para>
11752
11753                 <para>In items my items.itype 07 is defined in Item Types
11754                 Administration as Staff Assigned My items.itype 10 in Item
11755                 Types is Archival Copy The locations STAFF and ISO are in
11756                 Authorized Values for category=LOC STAFF means it's assigned
11757                 to the staff reading room and ISO means it is in the isolation
11758                 room.</para>
11759               </listitem>
11760             </itemizedlist>
11761           </section>
11762
11763           <section id="OpacRenewalAllowed">
11764             <title>OpacRenewalAllowed</title>
11765
11766             <para>Default: Don't allow</para>
11767
11768             <para>Asks: ___ patrons to renew their own books on the
11769             OPAC.</para>
11770
11771             <para>Values:</para>
11772
11773             <itemizedlist>
11774               <listitem>
11775                 <para>Allow</para>
11776
11777                 <itemizedlist>
11778                   <listitem>
11779                     <para><link linkend="opacuserlogin">opacuserlogin</link>
11780                     needs to be set to 'allow'</para>
11781                   </listitem>
11782                 </itemizedlist>
11783               </listitem>
11784
11785               <listitem>
11786                 <para>Don't allow</para>
11787
11788                 <itemizedlist>
11789                   <listitem>
11790                     <para>Staff will still be able to renew items for patrons
11791                     via the staff client</para>
11792                   </listitem>
11793                 </itemizedlist>
11794               </listitem>
11795             </itemizedlist>
11796
11797             <para>Description:</para>
11798
11799             <itemizedlist>
11800               <listitem>
11801                 <para>This preference allows the administration to choose if
11802                 patrons can renew their checked out materials via their
11803                 checked out history in the OPAC. It allows patrons to renew
11804                 their materials without having to contact the library or
11805                 having to return to the library.</para>
11806               </listitem>
11807             </itemizedlist>
11808           </section>
11809
11810           <section id="OpacRenewalBranch">
11811             <title>OpacRenewalBranch</title>
11812
11813             <para>Default: the branch the item was checked out from</para>
11814
11815             <para>Asks: Use ___ as branchcode to store in the statistics
11816             table</para>
11817
11818             <para>Values:</para>
11819
11820             <itemizedlist>
11821               <listitem>
11822                 <para>NULL</para>
11823               </listitem>
11824
11825               <listitem>
11826                 <para>'OPACRenew'</para>
11827               </listitem>
11828
11829               <listitem>
11830                 <para>the item's home branch</para>
11831               </listitem>
11832
11833               <listitem>
11834                 <para>the patron's home branch</para>
11835               </listitem>
11836
11837               <listitem>
11838                 <para>the branch the item was checked out from</para>
11839               </listitem>
11840             </itemizedlist>
11841
11842             <para>Description:</para>
11843
11844             <itemizedlist>
11845               <listitem>
11846                 <para>This value is used in the statistics table to help with
11847                 reporting. The statistics table in Koha keeps track of all
11848                 checkouts and renewals, this preference defines which branch
11849                 is entered in to the table when a patron renews an item for
11850                 themselves via the OPAC.</para>
11851               </listitem>
11852             </itemizedlist>
11853           </section>
11854
11855           <section id="OPACViewOthersSuggestions">
11856             <title>OPACViewOthersSuggestions</title>
11857
11858             <para>Default: Don't show</para>
11859
11860             <para>Asks: ___ purchase suggestions from other patrons on the
11861             OPAC.</para>
11862
11863             <para>Values:</para>
11864
11865             <itemizedlist>
11866               <listitem>
11867                 <para>Don't show</para>
11868               </listitem>
11869
11870               <listitem>
11871                 <para>Show</para>
11872
11873                 <itemizedlist>
11874                   <listitem>
11875                     <para><link linkend="opacuserlogin">opacuserlogin</link>
11876                     needs to be set to 'allow'</para>
11877                   </listitem>
11878                 </itemizedlist>
11879               </listitem>
11880             </itemizedlist>
11881           </section>
11882
11883           <section id="SearchMyLibraryFirst">
11884             <title>SearchMyLibraryFirst</title>
11885
11886             <para>Default: Don't limit</para>
11887
11888             <para>Asks: ___ patrons' searches to the library they are
11889             registered at.</para>
11890
11891             <para>Values:</para>
11892
11893             <itemizedlist>
11894               <listitem>
11895                 <para>Don't limit</para>
11896
11897                 <itemizedlist>
11898                   <listitem>
11899                     <para>Searching the OPAC will show results from all
11900                     libraries</para>
11901                   </listitem>
11902
11903                   <listitem>
11904                     <para>If you're a one branch system, choose 'Don't
11905                     limit'</para>
11906                   </listitem>
11907                 </itemizedlist>
11908               </listitem>
11909
11910               <listitem>
11911                 <para>Limit</para>
11912
11913                 <itemizedlist>
11914                   <listitem>
11915                     <para>Patrons will still be able to search other libraries
11916                     via the Advanced search page - but will be limited to
11917                     searches for their library only from the basic search
11918                     box</para>
11919                   </listitem>
11920
11921                   <listitem>
11922                     <para><link linkend="opacuserlogin">opacuserlogin</link>
11923                     needs to be set to 'allow'</para>
11924                   </listitem>
11925                 </itemizedlist>
11926               </listitem>
11927             </itemizedlist>
11928           </section>
11929
11930           <section id="singleBranchMode">
11931             <title>singleBranchMode</title>
11932
11933             <para>Default: Don't allow</para>
11934
11935             <para>Asks: ___ patrons to select their branch on the OPAC.</para>
11936
11937             <para>Values:</para>
11938
11939             <itemizedlist>
11940               <listitem>
11941                 <para>Allow</para>
11942
11943                 <itemizedlist>
11944                   <listitem>
11945                     <para><link linkend="opacuserlogin">opacuserlogin</link>
11946                     needs to be set to 'allow'</para>
11947                   </listitem>
11948                 </itemizedlist>
11949               </listitem>
11950
11951               <listitem>
11952                 <para>Don't allow</para>
11953               </listitem>
11954             </itemizedlist>
11955
11956             <para>Description:</para>
11957
11958             <itemizedlist>
11959               <listitem>
11960                 <para>This preference is for libraries that have branches but
11961                 do not want to share their items among other branches within
11962                 their system. If the preference is set to "Don't allow" then
11963                 holdings will be shown for all branches within a system. On
11964                 the "Home" screen of the OPAC users have the choice of
11965                 narrowing down results by item location. Setting this
11966                 preference to "Allow" will display only one branch's
11967                 holdings.</para>
11968               </listitem>
11969             </itemizedlist>
11970           </section>
11971         </section>
11972
11973         <section id="opacprivacyprefs">
11974           <title>Privacy</title>
11975
11976           <para/>
11977           <section id="AllowPatronToSetCheckoutsVisibilityForGuarantor">
11978             <title>AllowPatronToSetCheckoutsVisibilityForGuarantor</title>
11979             <para>Default: Don't allow</para>
11980             <para>Asks: ___ patrons to choose their own privacy settings for showing the patron's
11981               checkouts to the patron's guarantor".</para>
11982             <para>Values:<itemizedlist>
11983                 <listitem>
11984                   <para>Allow</para>
11985                 </listitem>
11986                 <listitem>
11987                   <para>Don't allow</para>
11988                 </listitem>
11989               </itemizedlist></para>
11990             <para>Description:<itemizedlist>
11991                 <listitem>
11992                   <para>By default staff can see checkouts to family members via the staff client.
11993                     This preference will allow guarantees (children) to grant permission to
11994                     guarantors (guardians) to view their current checkouts via the public catalog.
11995                     This preference requires that you allow patrons to se their own privacy with the
11996                       <link linkend="OPACPrivacy">OPACPrivacy</link> preference.</para>
11997                 </listitem>
11998               </itemizedlist></para>
11999           </section>
12000
12001           <section id="AnonSuggestions">
12002             <title>AnonSuggestions</title>
12003
12004             <para>Default: Don't allow</para>
12005
12006             <para>Asks: ___ patrons that aren't logged in to make purchase
12007             suggestions. <important>
12008                 <para>If set to 'Allow', suggestions are connected to the
12009                 <link linkend="AnonymousPatron">AnonymousPatron</link></para>
12010               </important></para>
12011
12012             <para>Values:</para>
12013
12014             <itemizedlist>
12015               <listitem>
12016                 <para>Allow</para>
12017               </listitem>
12018
12019               <listitem>
12020                 <para>Don't allow</para>
12021               </listitem>
12022             </itemizedlist>
12023           </section>
12024
12025           <section id="AnonymousPatron">
12026             <title>AnonymousPatron</title>
12027
12028             <para>Default: 0</para>
12029
12030             <para>Asks: Use borrowernumber ___ as the Anonymous Patron (for anonymous suggestions
12031               and reading history) </para>
12032             <note>
12033               <para>Before setting this preference <link linkend="addnewpatron">create a
12034                   patron</link> to be used for all anonymous suggestions and/or reading history
12035                 items. This patron can be any type and should be named something to make it clear to
12036                 you that they're anonymous (ex. Anonymous Patron).</para>
12037             </note>
12038             <important>
12039               <para>Remember to use the borrowernumber note the patron's cardnumber for this value.
12040                 The borrowernumber can be found on the patron record under 'Library use' on the right.<screenshot>
12041                   <screeninfo>Borrowernumber</screeninfo>
12042                   <mediaobject>
12043                     <imageobject>
12044                       <imagedata fileref="images/admin/globalprefs/AnonymousPatron.png"/>
12045                     </imageobject>
12046                   </mediaobject>
12047                 </screenshot></para>
12048             </important>
12049           </section>
12050
12051           <section id="EnableOpacSearchHistory">
12052             <title>EnableOpacSearchHistory</title>
12053
12054             <para>Default: Keep</para>
12055
12056             <para>Asks: ___ patron search history in the OPAC.</para>
12057
12058             <para>Values:</para>
12059
12060             <itemizedlist>
12061               <listitem>
12062                 <para>Don't keep</para>
12063               </listitem>
12064
12065               <listitem>
12066                 <para>Keep</para>
12067               </listitem>
12068             </itemizedlist>
12069           </section>
12070
12071           <section id="OPACPrivacy">
12072             <title>OPACPrivacy</title>
12073
12074             <para>Default: Don't allow</para>
12075
12076             <para>Asks: ___ patrons to choose their own privacy settings for
12077             their reading history. <important>
12078                 <para>This requires <link linkend="opacreadinghistory">opacreadinghistory</link> set to
12079                 'Allow' and <link linkend="AnonymousPatron">AnonymousPatron</link> to be set to
12080                 your anonymous patron's borrowernumber.</para>
12081               </important></para>
12082
12083             <para>Values:</para>
12084
12085             <itemizedlist>
12086               <listitem>
12087                 <para>Allow</para>
12088               </listitem>
12089
12090               <listitem>
12091                 <para>Don't allow</para>
12092               </listitem>
12093             </itemizedlist>
12094             <para>Description:<itemizedlist>
12095                 <listitem>
12096                   <para>The default privacy setting for each patron category can be set in the <link
12097                       linkend="patcats">Patrons Categories</link> area. If you set this preference
12098                     to 'allow' then patrons can change that for themselves via the OPAC.</para>
12099                 </listitem>
12100               </itemizedlist><important>
12101                 <para>If patron has chosen to have their reading history anonymized and you have
12102                     <link linkend="StoreLastBorrower">StoreLastBorrower</link> set to "Don't store"
12103                   then as soon as the item is checked in the last borrower will be
12104                   anonymized.</para>
12105               </important></para>
12106           </section>
12107
12108           <section id="opacreadinghistory">
12109             <title>opacreadinghistory</title>
12110
12111             <para>Default: Allow</para>
12112
12113             <para>Asks: ___ patrons to see what books they have checked out in
12114             the past.</para>
12115
12116             <important>
12117               <para>Enabling this will make it so that patrons can view their circulation history in
12118                 the OPAC unless you have <link linkend="OPACPrivacy">OPACPrivacy</link> set to
12119                 'Allow.'</para>
12120             </important>
12121
12122             <important>
12123               <para>This data is stored in the system regardless of your
12124               choice, unless your patrons have chosen to never have their
12125               reading history kept.</para>
12126             </important>
12127           </section>
12128           <section id="StoreLastBorrower">
12129             <title>StoreLastBorrower</title>
12130             <para>Default: Don't store</para>
12131             <para>Asks: ___ the last patron to return an item.  </para>
12132             <para>Values: <itemizedlist>
12133                 <listitem>
12134                   <para>Don't store</para>
12135                 </listitem>
12136                 <listitem>
12137                   <para>Store</para>
12138                 </listitem>
12139               </itemizedlist></para>
12140             <para>Description:<itemizedlist>
12141                 <listitem>
12142                   <para>This preference allows you to store the last patron to borrow an item even
12143                     if the patron has chosen to have their reading history anonymized.  </para>
12144                 </listitem>
12145               </itemizedlist><note>
12146                 <para>This setting is independent of <link linkend="opacreadinghistory"
12147                     >opacreadinghistory</link> and/or <link linkend="AnonymousPatron"
12148                     >AnonymousPatron</link>.</para>
12149               </note></para>
12150           </section>
12151           <section id="TrackClicks">
12152             <title>TrackClicks</title>
12153             <para>Default: Don't track</para>
12154             <para>Asks: ___  links that patrons click on.</para>
12155             <para>Values:<itemizedlist>
12156                 <listitem>
12157                   <para>Don't track</para>
12158                 </listitem>
12159                 <listitem>
12160                   <para>Track</para>
12161                 </listitem>
12162                 <listitem>
12163                   <para>Track anonymously</para>
12164                 </listitem>
12165               </itemizedlist></para>
12166             <para>Description:<itemizedlist>
12167                 <listitem>
12168                   <para>By setting this preference to one of the track options you will allow Koha
12169                     to track every link clicked in Koha.  This data will be stored in a database
12170                     table so that you can run reports against that data.  If you choose to 'Track'
12171                     clicks then Koha will record both the link clicked and the logged in user who
12172                     clicked the link. If you choose to 'Track anonymously' then the borrowernumber
12173                     will not be recorded, but the rest of the data will.<note>
12174                       <para>Remember to update your local privacy policies and link to them from the
12175                         OPAC to notify your users that you are tracking their information.</para>
12176                     </note></para>
12177                 </listitem>
12178               </itemizedlist></para>
12179           </section>
12180         </section>
12181         <section id="opacrestrictedpg">
12182           <title>Restricted Page</title>
12183           <para>Using the following preference you can create a page within your Koha system that is
12184             accessible by only specific IP addresses. This can be used to house links to databases
12185             that can only be accessed from with the library or other licensed content.</para>
12186           <section id="RestrictedPageContent">
12187             <title>RestrictedPageContent</title>
12188             <para>Asks: HTML content of your restricted page.</para>
12189           </section>
12190           <section id="RestrictedPageLocalIPs">
12191             <title>RestrictedPageLocalIPs</title>
12192             <para>Asks: Access from IP addresses beginning with ___ do not need to be
12193               authenticated</para>
12194             <para>Description:<itemizedlist>
12195                 <listitem>
12196                   <para>You can enter individual IPS as a comma separated list (ex:
12197                     '127.0.0,127.0.1') or just the beginning of the IP range allowed (ex:
12198                     '127.0.')</para>
12199                 </listitem>
12200               </itemizedlist></para>
12201           </section>
12202           <section id="RestrictedPageTitle">
12203             <title>RestrictedPageTitle</title>
12204             <para>Asks: Use ___ as title of your restricted page</para>
12205             <para>Description:<itemizedlist>
12206                 <listitem>
12207                   <para>This title will appear in the breadcrumb and on the top of the restricted
12208                     page.</para>
12209                 </listitem>
12210               </itemizedlist></para>
12211           </section>
12212         </section>
12213         <section id="opacselfregistrationprefs">
12214           <title>Self Registration</title>
12215           <section id="PatronSelfModificationBorrowerUnwantedField">
12216             <title>PatronSelfModificationBorrowerUnwantedField</title>
12217             <para>Default: password</para>
12218             <para>Asks: The following <ulink
12219                 url="http://schema.koha-community.org/tables/borrowers.html">database
12220                 columns</ulink> will not appear on the patron self-modification screen: ___</para>
12221             <para>Description:</para>
12222             <itemizedlist>
12223               <listitem>
12224                 <para>This preference allows you to define what fields patrons can edit if you're
12225                   allowing them to update their personal information via the public catalog with the
12226                     <link linkend="OPACPatronDetails">OPACPatronDetails</link> preference.</para>
12227               </listitem>
12228             </itemizedlist>
12229             <important>
12230               <para>Separate columns with |</para>
12231             </important>
12232           </section>
12233           <section id="PatronSelfRegistration">
12234             <title>PatronSelfRegistration</title>
12235             <para>Default: Don't allow</para>
12236             <para>Asks: ___ library patrons to register an account via the OPAC.</para>
12237             <para>Values:<itemizedlist>
12238                 <listitem>
12239                   <para>Allow</para>
12240                 </listitem>
12241                 <listitem>
12242                   <para>Don't allow</para>
12243                 </listitem>
12244               </itemizedlist></para>
12245             <para>Description:</para>
12246             <itemizedlist>
12247               <listitem>
12248                 <para>Setting this preference to 'Allow' will provide a link on the OPAC to register
12249                   for a new account.  Using the other <link linkend="opacselfregistrationprefs">Self
12250                     Registration</link> system preferences you can control how this preference will function.</para>
12251                 <screenshot>
12252                     <screeninfo>Register link in the OPAC</screeninfo>
12253                     <mediaobject>
12254                       <imageobject>
12255                         <imagedata fileref="images/admin/globalprefs/PatronSelfRegistration.png"/>
12256                       </imageobject>
12257                     </mediaobject>
12258                   </screenshot>
12259               </listitem>
12260             </itemizedlist>
12261             <important>
12262               <para>Patrons registering via the OPAC will not need to be approved by a librarian.
12263                 For this reason it is recommended that you set up a provisional <link linkend="patcats">patron category</link> with no <link linkend="circfinerules">circulation rights</link>.  That way patrons will have to come in to the library
12264                 to verify their identity before given circulation rights at the library. Once the
12265                 patron confirms their identiy the library staff can change the category to one with
12266                 permissions to check items out and place holds.</para>
12267             </important>
12268           </section>
12269           <section id="PatronSelfRegistrationAdditionalInstructions">
12270             <title>PatronSelfRegistrationAdditionalInstructions</title>
12271             <para>Asks: Display the following additional instructions for patrons who self register
12272               via the OPAC ( HTML is allowed ): </para>
12273             <para>Description:<itemizedlist>
12274                 <listitem>
12275                   <para>This preference takes any HTML you'd like to display on the page the patron
12276                     sees after successfully registering for their library card.</para>
12277                 </listitem>
12278               </itemizedlist></para>
12279           </section>
12280           <section id="PatronSelfRegistrationBorrowerMandatoryField">
12281             <title>PatronSelfRegistrationBorrowerMandatoryField</title>
12282             <para>Default: surname|firstname</para>
12283             <para>Asks: The following database columns must be filled in on the patron entry screen:
12284               ___</para>
12285             <para>Description:</para>
12286             <itemizedlist>
12287               <listitem>
12288                 <para>This preference allows you to define what fields patrons must fill in on their
12289                   self regisration form.  If any of the required fields are blank Koha will not let
12290                   the patron register.</para>
12291               </listitem>
12292             </itemizedlist>
12293             <important>
12294               <para>Separate columns with |</para>
12295             </important>
12296             <note>
12297               <para>For help with field names, ask your system administrator or <ulink url="http://schema.koha-community.org/tables/borrowers.html">view the database
12298                   structure</ulink> associated with the borrowers table.</para>
12299             </note>
12300             <note>
12301               <para>If you're going to require that patrons verify their accounts via email with the
12302                   <link linkend="PatronSelfRegistrationVerifyByEmail">PatronSelfRegistrationVerifyByEmail</link> preference the email field will
12303                 automatically be marked as required.</para>
12304             </note>
12305           </section>
12306           <section id="PatronSelfRegistrationBorrowerUnwantedField">
12307             <title>PatronSelfRegistrationBorrowerUnwantedField</title>
12308             <para>Default: password</para>
12309             <para>Asks: The following database columns will not appear on the patron entry screen:
12310               ___</para>
12311             <para>Description:</para>
12312             <itemizedlist>
12313               <listitem>
12314                 <para>Using this preference you can hide fields from the patron registraion and
12315                   update form in the OPAC.</para>
12316               </listitem>
12317             </itemizedlist>
12318             <important>
12319               <para>Separate columns with |</para>
12320             </important>
12321             <note>
12322               <para>For help with field names, ask your system administrator or <ulink url="http://schema.koha-community.org/tables/borrowers.html">view the database
12323                   structure</ulink> associated with the borrowers table.</para>
12324             </note>
12325           </section>
12326           <section id="PatronSelfRegistrationDefaultCategory">
12327             <title>PatronSelfRegistrationDefaultCategory</title>
12328             <para>Asks: Use the patron category code ___ as the default patron category for patrons
12329               registered via the OPAC. </para>
12330             <para>Description:</para>
12331             <itemizedlist>
12332               <listitem>
12333                 <para>Enter in the patron category code for the category that all new patrons
12334                   registered via the OPAC will be put in to.</para>
12335               </listitem>
12336             </itemizedlist>
12337             <important>
12338               <para>Patrons registering via the OPAC will not need to be approved by a librarian.
12339                 For this reason it is recommended that you set up a provisional <link linkend="patcats">patron category</link> with no <link linkend="circfinerules">circulation rights</link>.  That way patrons will have to come in to the library
12340                 to verify their identity before given circulation rights at the library. Once the
12341                 patron confirms their identiy the library staff can change the category to one with
12342                 permissions to check items out and place holds.</para>
12343             </important>
12344             <important>
12345               <para>If you leave this blank or enter in an invalid code your patrons will still be
12346                 able to register but will not be given a username. There will be no errors on the
12347                 page to explain this, so be sure to enter a valid patron category code.</para>
12348             </important>
12349           </section>
12350           <section id="PatronSelfRegistrationExpireTemporaryAccountsDelay">
12351             <title>PatronSelfRegistrationExpireTemporaryAccountsDelay</title>
12352             <para>Default: 0</para>
12353             <para>Asks: Delete patrons registered via the OPAC, but not yet verified after ___
12354               days.</para>
12355             <para>Description:<itemizedlist>
12356                 <listitem>
12357                   <para>This prefence links to the <link linkend="deleteexpiredregistrationcron"
12358                       >delete_expired_opac_registrations.pl cron job</link>. If that cron is set to
12359                     run nightly it will clean up any registrations that have not been verified via
12360                     email in the number of days entered on this preference. This is dependent on
12361                       <link linkend="PatronSelfRegistrationVerifyByEmail"
12362                       >PatronSelfRegistrationVerifyByEmail</link> preference.</para>
12363                 </listitem>
12364               </itemizedlist></para>
12365           </section>
12366           <section id="PatronSelfRegistrationVerifyByEmail">
12367             <title>PatronSelfRegistrationVerifyByEmail</title>
12368             <para>Default: Don't require</para>
12369             <para>Asks: ___  that a self-registering patron verify his or herself via email.</para>
12370             <para>Values:<itemizedlist>
12371                 <listitem>
12372                   <para>Don't require</para>
12373                 </listitem>
12374                 <listitem>
12375                   <para>Require</para>
12376                 </listitem>
12377               </itemizedlist></para>
12378             <para>Description:<itemizedlist>
12379                 <listitem>
12380                   <para>If you require patrons to verify their accounts via email they will not be
12381                     able to log in to the OPAC until they acknowledge the email sent by Koha. If you
12382                     don't require this then patrons will be able to log in as soon as they fill in
12383                     the registration form. You can set the <link
12384                       linkend="PatronSelfRegistrationExpireTemporaryAccountsDelay"
12385                       >PatronSelfRegistrationExpireTemporaryAccountsDelay</link> preference to
12386                     delete the un-verified self registrations after a certain number of days.</para>
12387                 </listitem>
12388               </itemizedlist><note>
12389                 <para>If you're going to require that patrons verify their accounts via email then
12390                   the email field will automatically be marked as required.</para>
12391               </note></para>
12392           </section>
12393         </section>
12394
12395         <section id="shelfbrowseprefs">
12396           <title>Shelf Browser</title>
12397
12398           <para/>
12399
12400           <section id="OPACShelfBrowser">
12401             <title>OPACShelfBrowser</title>
12402
12403             <para>Default: Show</para>
12404
12405             <para>Asks: ___ a shelf browser on item details pages, allowing
12406             patrons to see what's near that item on the shelf.</para>
12407
12408             <para>Values:</para>
12409
12410             <itemizedlist>
12411               <listitem>
12412                 <para>Don't show</para>
12413               </listitem>
12414
12415               <listitem>
12416                 <para>Show</para>
12417
12418                 <screenshot>
12419                   <screeninfo>OPACShelfBrowser</screeninfo>
12420
12421                   <mediaobject>
12422                     <imageobject>
12423                       <imagedata fileref="images/admin/globalprefs/OPACShelfBrowser.png"/>
12424                     </imageobject>
12425                   </mediaobject>
12426                 </screenshot>
12427               </listitem>
12428             </itemizedlist>
12429
12430             <para>Description:</para>
12431
12432             <itemizedlist>
12433               <listitem>
12434                 <para>This preference allows patrons to view what is located
12435                 on the shelf near the item they looked up. The shelf browser
12436                 option appears on the details page to the right of each items'
12437                 call number. Clicking the 'Browse Shelf' link allows for a
12438                 virtual shelf browsing experience via the OPAC and lets
12439                 patrons see other books that may relate to their search and
12440                 items that sit on the shelf near the item they are looking
12441                 at.</para>
12442               </listitem>
12443             </itemizedlist>
12444
12445             <important>
12446               <para>This uses up a fairly large amount of resources on your
12447               server, and should be avoided if your collection has a large
12448               number of items.</para>
12449             </important>
12450           </section>
12451
12452           <section id="ShelfBrowserUsesCcode">
12453             <title>ShelfBrowserUsesCcode</title>
12454
12455             <para>Default: Don't use</para>
12456
12457             <para>Asks: ___ the item collection code when finding items for
12458             the shelf browser.</para>
12459
12460             <para>Values:</para>
12461
12462             <itemizedlist>
12463               <listitem>
12464                 <para>Don't use</para>
12465               </listitem>
12466
12467               <listitem>
12468                 <para>Use</para>
12469               </listitem>
12470             </itemizedlist>
12471
12472             <para>Description:</para>
12473
12474             <itemizedlist>
12475               <listitem>
12476                 <para>If your library uses collection codes then you might
12477                 want the shelf browser to take into consideration what
12478                 collection the books belong to when populating the virtual
12479                 shelf browser.</para>
12480               </listitem>
12481             </itemizedlist>
12482           </section>
12483
12484           <section id="ShelfBrowserUsesHomeBranch">
12485             <title>ShelfBrowserUsesHomeBranch</title>
12486
12487             <para>Default: Use</para>
12488
12489             <para>Asks: ___ the item home branch when finding items for the
12490             shelf browser.</para>
12491
12492             <para>Values:</para>
12493
12494             <itemizedlist>
12495               <listitem>
12496                 <para>Don't use</para>
12497               </listitem>
12498
12499               <listitem>
12500                 <para>Use</para>
12501               </listitem>
12502             </itemizedlist>
12503
12504             <para>Description:</para>
12505
12506             <itemizedlist>
12507               <listitem>
12508                 <para>If you have a multiple branch system you may want to
12509                 make sure that Koha takes into consideration what branch owns
12510                 the books when populating the virtual shelf browser for
12511                 accuracy.</para>
12512               </listitem>
12513             </itemizedlist>
12514           </section>
12515
12516           <section id="ShelfBrowserUsesLocation">
12517             <title>ShelfBrowserUsesLocation</title>
12518
12519             <para>Default: Use</para>
12520
12521             <para>Asks: ___ the item location when finding items for the shelf
12522             browser.</para>
12523
12524             <para>Values:</para>
12525
12526             <itemizedlist>
12527               <listitem>
12528                 <para>Don't use</para>
12529               </listitem>
12530
12531               <listitem>
12532                 <para>Use</para>
12533               </listitem>
12534             </itemizedlist>
12535
12536             <para>Description:</para>
12537
12538             <itemizedlist>
12539               <listitem>
12540                 <para>If your library uses shelving locations then you might
12541                 want the shelf browser to take into consideration what
12542                 shelving location the books belong to when populating the
12543                 virtual shelf browser.</para>
12544               </listitem>
12545             </itemizedlist>
12546           </section>
12547         </section>
12548       </section>
12549
12550       <section id="patronprefs">
12551         <title>Patrons</title>
12552
12553         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
12554         Global System Preferences &gt; Patrons</para>
12555
12556         <section id="generalpatronpref">
12557           <title>General</title>
12558           <section id="AutoEmailOPACUser">
12559             <title>AutoEmailOpacUser</title>
12560             <para>Default: Don't send</para>
12561             <para>Asks: ___ an email to newly created patrons with their account details.</para>
12562             <para>Description:</para>
12563             <itemizedlist>
12564               <listitem>
12565                 <para>AutoEmailOpacUser allows library users to be notified by email of their
12566                   account details when a new account is opened at the email address specified in the
12567                     <link linkend="AutoEmailPrimaryAddress">AutoEmailPrimaryAddress</link>
12568                   preference. The email contains the username and password given to or chosen by the
12569                   patron when signing up for their account and can be customized by editing the
12570                     <link linkend="ACCTDETAILS">ACCTDETAILS</link> notice.</para>
12571               </listitem>
12572             </itemizedlist>
12573             <para>Values:</para>
12574             <itemizedlist>
12575               <listitem>
12576                 <para>Don't send</para>
12577               </listitem>
12578               <listitem>
12579                 <para>Send</para>
12580               </listitem>
12581             </itemizedlist>
12582           </section>
12583           <section id="AutoEmailPrimaryAddress">
12584             <title>AutoEmailPrimaryAddress</title>
12585             <para>Default: alternate</para>
12586             <para>Asks: Use ___ patron email address for sending out emails.</para>
12587             <para>Values:</para>
12588             <itemizedlist>
12589               <listitem>
12590                 <para>alternate</para>
12591               </listitem>
12592               <listitem>
12593                 <para>first valid</para>
12594               </listitem>
12595               <listitem>
12596                 <para>home</para>
12597               </listitem>
12598               <listitem>
12599                 <para>work</para>
12600               </listitem>
12601             </itemizedlist>
12602             <para>Description:</para>
12603             <itemizedlist>
12604               <listitem>
12605                 <para>If you choose 'first valid' as the value for AutoEmailPrimaryAddress the
12606                   system will check the email fields in this order: home, work, then alternate.
12607                   Otherwise the system will use the email address you specify.</para>
12608               </listitem>
12609             </itemizedlist>
12610           </section>
12611           <section id="autoMemberNum">
12612             <title>autoMemberNum</title>
12613             <para>Default: Do</para>
12614             <para>Asks: ___ default the card number field on the patron addition screen to the next
12615               available card number</para>
12616             <para>Values:</para>
12617             <itemizedlist>
12618               <listitem>
12619                 <para>Do</para>
12620                 <itemizedlist>
12621                   <listitem>
12622                     <para>If the largest currently used card number is 26345000012941, then this
12623                       field will default to 26345000012942 for the next patron</para>
12624                   </listitem>
12625                 </itemizedlist>
12626               </listitem>
12627               <listitem>
12628                 <para>Don't</para>
12629               </listitem>
12630             </itemizedlist>
12631             <para>Description:</para>
12632             <itemizedlist>
12633               <listitem>
12634                 <para>This preference determines if the patron's barcode is automatically
12635                   calculated. This prevents the person setting up the library card account from
12636                   having to assign a number to the new card. If set to 'Do' the system will
12637                   calculate a new patron barcode by adding 1 to the maximum barcode already present
12638                   in the database.</para>
12639               </listitem>
12640             </itemizedlist>
12641           </section>
12642           <section id="BorrowerMandatoryField">
12643             <title>BorrowerMandatoryField</title>
12644             <para>Default: surname|cardnumber|barcode</para>
12645             <para>Asks: The following database columns must be filled in on the patron entry screen:
12646               ___</para>
12647             <para>Description:</para>
12648             <itemizedlist>
12649               <listitem>
12650                 <para>This preference enables the system administrator to choose which fields your
12651                   library would like required for patron accounts. Enter field names separated by |
12652                   (bar). This ensures that basic information is included in each patron record. If a
12653                   patron leaves one of the required fields blank an error message will issue and the
12654                   account will not be created.</para>
12655               </listitem>
12656             </itemizedlist>
12657             <important>
12658               <para>Separate columns with |</para>
12659             </important>
12660             <note>
12661               <para>For help with field names, ask your system administrator or <ulink
12662                   url="http://schema.koha-community.org/tables/borrowers.html">view the database
12663                   structure</ulink> associated with the borrowers table.</para>
12664             </note>
12665           </section>
12666           <section id="borrowerRelationship">
12667             <title>borrowerRelationship</title>
12668             <para>Default: father|mother</para>
12669             <para>Asks: Guarantors can be the following of those they guarantee ___</para>
12670             <para>Description:</para>
12671             <itemizedlist>
12672               <listitem>
12673                 <para>This preference enables the system administrator to define valid relationships
12674                   between a guarantor (usually a parent) &amp; a guarantee (usually a child).
12675                   Defining values for this field does not make the guarantor field required when
12676                   adding a guarantee type patron. This preference creates a drop down list
12677                   identifying the relationship of the guarantor to the guarantee. To disable the
12678                   ability to add children types in Koha you can leave this field blank.</para>
12679               </listitem>
12680             </itemizedlist>
12681             <important>
12682               <para>Input multiple choices separated by |</para>
12683             </important>
12684           </section>
12685           <section id="BorrowerRenewalPeriodBase">
12686             <title>BorrowerRenewalPeriodBase</title>
12687             <para>Default: current date</para>
12688             <para>Asks: When renewing borrowers, base the new expiry date on ___</para>
12689             <para>Values:</para>
12690             <itemizedlist>
12691               <listitem>
12692                 <para>current date.</para>
12693               </listitem>
12694               <listitem>
12695                 <para>current membership expiry date.</para>
12696               </listitem>
12697             </itemizedlist>
12698             <para>Description:</para>
12699             <itemizedlist>
12700               <listitem>
12701                 <para>This preference controls what the patron's new expiration date will be when
12702                   you renew their card. Using the 'current date' will add the subscription period to
12703                   today's date when calculating the new expiration date. Using 'current membership
12704                   expiry date' will add the subscription period to the old expiration date for the
12705                   patron when renewing their account.</para>
12706               </listitem>
12707             </itemizedlist>
12708           </section>
12709           <section id="BorrowersTitles">
12710             <title>BorrowersTitles</title>
12711             <para>Default: Mr|Mrs|Miss|Ms</para>
12712             <para>Asks: Borrowers can have the following titles ___</para>
12713             <para>Description:</para>
12714             <itemizedlist>
12715               <listitem>
12716                 <para>This preference allows the staff to choose the titles that can be assigned to
12717                   patrons. The choices present as a drop down list when creating a patron
12718                   record.</para>
12719               </listitem>
12720             </itemizedlist>
12721             <important>
12722               <para>Input multiple choices separated by |</para>
12723             </important>
12724           </section>
12725           <section id="BorrowerUnwantedField">
12726             <title>BorrowerUnwantedField</title>
12727             <para>Asks: The following database columns will not appear on the patron entry screen:
12728               ___</para>
12729             <para>Description:</para>
12730             <itemizedlist>
12731               <listitem>
12732                 <para>This preference enables the system administrator to choose which fields your
12733                   library doesn't need to see on the patron entry form. Enter field names separated
12734                   by | (bar).</para>
12735               </listitem>
12736             </itemizedlist>
12737             <important>
12738               <para>Separate columns with |</para>
12739             </important>
12740             <note>
12741               <para>For help with field names, ask your system administrator or <ulink
12742                   url="http://schema.koha-community.org/tables/borrowers.html">view the database
12743                   structure</ulink> associated with the borrowers table.</para>
12744             </note>
12745           </section>
12746           <section id="CardnumberLength">
12747             <title>CardnumberLength</title>
12748             <para>Asks: Card numbers for patrons must be ___ characters long. </para>
12749             <para>Description:<itemizedlist>
12750                 <listitem>
12751                   <para>The length can be a single number to specify an exact length, a range
12752                     separated by a comma (i.e., 'Min,Max'), or a maximum with no minimum (i.e.,
12753                     ',Max'). If 'cardnumber' is included in the <link
12754                       linkend="BorrowerMandatoryField">BorrowerMandatoryField</link> list, the
12755                     minimum length, if not specified here, defaults to one. </para>
12756                 </listitem>
12757               </itemizedlist></para>
12758           </section>
12759           <section id="checkdigit">
12760             <title>checkdigit</title>
12761             <para>Default: Don't</para>
12762             <para>Asks: ___ check and construct borrower card numbers in the Katipo style.</para>
12763             <para>Values:</para>
12764             <itemizedlist>
12765               <listitem>
12766                 <para>Do</para>
12767               </listitem>
12768               <listitem>
12769                 <para>Don't</para>
12770               </listitem>
12771             </itemizedlist>
12772             <important>
12773               <para>This overrides <link linkend="autoMemberNum">autoMemberNum</link> if on.</para>
12774             </important>
12775           </section>
12776           <section id="EnableBorrowerFiles">
12777             <title>EnableBorrowerFiles</title>
12778             <para>Default: Don't</para>
12779             <para>Asks: ___ enable the ability to upload and attach arbitrary files to a borrower
12780               record.</para>
12781             <para>Values:</para>
12782             <itemizedlist>
12783               <listitem>
12784                 <para>Do</para>
12785               </listitem>
12786               <listitem>
12787                 <para>Don't</para>
12788               </listitem>
12789             </itemizedlist>
12790             <para>Description:</para>
12791             <itemizedlist>
12792               <listitem>
12793                 <para>When enabled this will add a 'Files' tab to the left of the patron detail page
12794                   where you can view and upload files to the patron record.</para>
12795               </listitem>
12796             </itemizedlist>
12797           </section>
12798           <section id="EnhancedMessagingPreferences">
12799             <title>EnhancedMessagingPreferences</title>
12800             <para>Default: Allow</para>
12801             <para>Asks: ___ patrons to choose which notices they receive and when they receive
12802               them.</para>
12803             <para>Values:</para>
12804             <itemizedlist>
12805               <listitem>
12806                 <para>Allow</para>
12807               </listitem>
12808               <listitem>
12809                 <para>Don't allow</para>
12810               </listitem>
12811             </itemizedlist>
12812             <important>
12813               <para>This only applies to certain kinds of notices, overdue notices will be sent
12814                 based on the library's rules, not the patron's choice.</para>
12815             </important>
12816             <para>Description:</para>
12817             <itemizedlist>
12818               <listitem>
12819                 <para>These messages are in addition to the overdue notices that the library sends.
12820                   The difference between these notices and overdues is that the patron can opt-in
12821                   and out of these. Setting this preference to 'Allow' will allow patrons to choose
12822                   to receive any one of the following messages:</para>
12823                 <itemizedlist>
12824                   <listitem>
12825                     <para>Item Checkout : A notice that lists all the of the items the patron has
12826                       just checked out and/or renewed, this is an electronic form of the checkout
12827                       receipt</para>
12828                   </listitem>
12829                   <listitem>
12830                     <para>Item Due : A notice on the day and item is due back at the library</para>
12831                   </listitem>
12832                   <listitem>
12833                     <para>Hold Filled : A notice when you have confirmed the hold is waiting for the
12834                       patron</para>
12835                   </listitem>
12836                   <listitem>
12837                     <para>Item Checkin : A notice that lists all the of the items the patron has
12838                       just checked in</para>
12839                   </listitem>
12840                   <listitem>
12841                     <para>Advanced Notice : A notice in advance of the patron's items being due (The
12842                       patron can choose the number of days in advance)</para>
12843                   </listitem>
12844                 </itemizedlist>
12845               </listitem>
12846             </itemizedlist>
12847           </section>
12848           <section id="ExtendedPatronAttributes">
12849             <title>ExtendedPatronAttributes</title>
12850             <para>Default: Enable</para>
12851             <para>Asks: ___ searching, editing and display of custom attributes on patrons.</para>
12852             <para>Values:</para>
12853             <itemizedlist>
12854               <listitem>
12855                 <para>Don't enable</para>
12856               </listitem>
12857               <listitem>
12858                 <para>Enable</para>
12859                 <itemizedlist>
12860                   <listitem>
12861                     <para>Define attributes in Koha administration</para>
12862                   </listitem>
12863                   <listitem>
12864                     <para>Get there: More &gt; Administration &gt; <link
12865                         linkend="patronattributetypes">Patron Attribute Types</link></para>
12866                   </listitem>
12867                 </itemizedlist>
12868               </listitem>
12869             </itemizedlist>
12870             <para>Description:</para>
12871             <itemizedlist>
12872               <listitem>
12873                 <para>Patron attributes are library-defined custom fields that can be applied to
12874                   patron records.</para>
12875               </listitem>
12876             </itemizedlist>
12877             <note>
12878               <para>Use custom attributes for fields that the default patron record does not support
12879                 such as driver's license number or student ID number.</para>
12880             </note>
12881           </section>
12882           <section id="FeeOnChangePatronCategory">
12883             <title>FeeOnChangePatronCategory</title>
12884             <para>Default: Do</para>
12885             <para>Asks: ___ charge a fee when a patron changes to a category with an enrollment
12886               fee.</para>
12887             <para>Values:<itemizedlist>
12888                 <listitem>
12889                   <para>Do</para>
12890                 </listitem>
12891                 <listitem>
12892                   <para>Don't</para>
12893                 </listitem>
12894               </itemizedlist></para>
12895           </section>
12896           <section id="intranetreadinghistory">
12897             <title>intranetreadinghistory</title>
12898             <para>Default: Allow</para>
12899             <para>Asks: ___  staff to access a patron's checkout history. <important>
12900                 <para>If you have the <link linkend="OPACPrivacy">OPACPrivacy</link> preference set
12901                   to 'Allow' and the patron has decided to not have their history kept staff will
12902                   only see currently checked out items.</para>
12903               </important></para>
12904             <para>Values:</para>
12905             <itemizedlist>
12906               <listitem>
12907                 <para>Allow</para>
12908               </listitem>
12909               <listitem>
12910                 <para>Don't allow</para>
12911               </listitem>
12912             </itemizedlist>
12913             <important>
12914               <para>Reading history is still stored, regardless of staff being allowed access or not
12915                 unless the patron has chosen to have their history anonymized via their <link
12916                   linkend="opacmyprivacy">privacy page</link>.</para>
12917             </important>
12918           </section>
12919           <section id="MaxFine">
12920             <title>MaxFine</title>
12921             <para>Default: 9999</para>
12922             <para>Asks: The late fine for all checkouts will only go up to ___ USD.</para>
12923             <para>Description:</para>
12924             <itemizedlist>
12925               <listitem>
12926                 <para>This preference controls the default cap on fines accrued by the patron.
12927                   Leaving this preference blank means that there is no cap on the amount of fines a
12928                   patron can accrue. If you'd like, single item caps can be specified in the <link
12929                     linkend="circfinerules">circulation rules matrix</link>.</para>
12930               </listitem>
12931             </itemizedlist>
12932           </section>
12933           <section id="MembershipExpiryDaysNotice">
12934             <title>MembershipExpiryDaysNotice</title>
12935             <para>Asks: Send an account expiration notice when a patron's card will expire in ___
12936               days.</para>
12937             <para>Description:<itemizedlist>
12938                 <listitem>
12939                   <para>If you would like to notify patrons that their accounts are about to expire
12940                     then you can enter a number of days before expiration in this preference.  The
12941                     notice text can be customized in the <link linkend="notices">Notices &amp;
12942                       Slips</link> tool.</para>
12943                 </listitem>
12944               </itemizedlist><important>
12945                 <para>You will need to enable the <link linkend="patronexpirycron">membership expiry
12946                     cron job</link> for this notice to send.</para>
12947               </important></para>
12948           </section>
12949           <section id="minPasswordLength">
12950             <title>minPasswordLength</title>
12951             <para>Default: 3</para>
12952             <para>Asks: Login passwords for staff and patrons must be at least ___ characters
12953               long.</para>
12954             <important>
12955               <para>This applies to both the staff login and the patron OPAC login.</para>
12956             </important>
12957           </section>
12958           <section id="NotifyBorrowerDeparture">
12959             <title>NotifyBorrowerDeparture</title>
12960             <para>Default: 30</para>
12961             <para>Asks: Show a notice that a patron is about to expire ___ days beforehand.</para>
12962             <para>Description:</para>
12963             <itemizedlist>
12964               <listitem>
12965                 <para>When the patron attempts to check out materials, a warning will appear in the
12966                   check out window of the Staff Client telling the librarian that the patrons
12967                   account is about to expire.</para>
12968               </listitem>
12969             </itemizedlist>
12970             <important>
12971               <para>This notice will appear on the patron's record in the staff client.</para>
12972             </important>
12973           </section>
12974           <section id="patronimages">
12975             <title>patronimages</title>
12976             <para>Default: Allow</para>
12977             <para>Asks: ___ images to be uploaded and shown for patrons on the staff client.</para>
12978             <para>Values:</para>
12979             <itemizedlist>
12980               <listitem>
12981                 <para>Allow</para>
12982               </listitem>
12983               <listitem>
12984                 <para>Don't allow</para>
12985               </listitem>
12986             </itemizedlist>
12987             <para>Description:<itemizedlist>
12988                 <listitem>
12989                   <para>If this preference is set to 'Allow' the staff will be able to upload images
12990                     of patrons either <link linkend="addpatronimages">one by one</link> or <link
12991                       linkend="uploadpatronimages">in bulk</link>. Patrons images will show on the
12992                     detail page to the left of the patron information. They can also show in the
12993                     OPAC if you set the <link linkend="OPACpatronimage">OPACpatronimage</link>
12994                     preference or in the self check out module if you set the <link
12995                       linkend="ShowPatronImageInWebBasedSelfCheck"
12996                       >ShowPatronImageInWebBasedSelfCheck</link> preference.</para>
12997                 </listitem>
12998               </itemizedlist></para>
12999           </section>
13000           <section id="PatronsPerPage">
13001             <title>PatronsPerPage</title>
13002             <para>Default: 20</para>
13003             <para>Asks: By default, show ___ results per page in the staff client.</para>
13004             <para>Description:<itemizedlist>
13005                 <listitem>
13006                   <para>This preference will let you define how many patrons to show on patron
13007                     search results pages.</para>
13008                 </listitem>
13009               </itemizedlist></para>
13010           </section>
13011           <section id="SMSSendDriver">
13012             <title> SMSSendDriver, SMSSendUsername, and SMSSendPassword </title>
13013             <para>Asks: Use the SMS::Send:: ___ driver to send SMS messages. Define a username/login
13014               ___ and a password ___.</para>
13015             <para><important>
13016                 <para> Please refer to your national laws concerning the sending of bulk SMS
13017                   messages before enabling this feature.</para>
13018               </important>Descritpion:<itemizedlist>
13019                 <listitem>
13020                   <para>There are two options for using SMS in Koha. You can use the Email protocol
13021                     for free by entering 'Email' as the SMSSendDriver or you can pay for a SMS
13022                     driver. Some examples of values for the driver are:</para>
13023                   <itemizedlist>
13024                     <listitem>
13025                       <para>SMS::Send::Us::Ipipi</para>
13026                     </listitem>
13027                     <listitem>
13028                       <para>SMS::Send::US::TMobile</para>
13029                     </listitem>
13030                     <listitem>
13031                       <para>SMS::Send::US::Verizon</para>
13032                     </listitem>
13033                     <listitem>
13034                       <para>SMS::Send::IN::Unicel</para>
13035                     </listitem>
13036                   </itemizedlist>
13037                   <para>Additional values can be found here: <ulink
13038                       url="http://search.cpan.org/search?query=sms%3A%3Asend&amp;mode=all"
13039                       >http://search.cpan.org/search?query=sms%3A%3Asend&amp;mode=all
13040                     </ulink></para>
13041                   <important>
13042                     <para>Only drivers available as Perl modules will work in this preference, so
13043                       make sure a Perl module is available before choosing an SMS service.</para>
13044                   </important>
13045                   <para>Once a driver is entered in the preference an option will appear in the
13046                     staff client and the OPAC on the patron messaging form to choose to receive
13047                     messages as SMS</para>
13048                   <screenshot>
13049                     <screeninfo>SMSSendDriver Options</screeninfo>
13050                     <mediaobject>
13051                       <imageobject>
13052                         <imagedata fileref="images/admin/globalprefs/SMSSendDriver.png"/>
13053                       </imageobject>
13054                     </mediaobject>
13055                   </screenshot>
13056                 </listitem>
13057               </itemizedlist></para>
13058             <important>
13059               <para>You must allow <link linkend="EnhancedMessagingPreferences"
13060                   >EnhancedMessagingPreferences</link> for this to work.</para>
13061             </important>
13062           </section>
13063           <section id="StatisticsFields">
13064             <title>StatisticsFields</title>
13065             <para>Default: location|itype|ccode</para>
13066             <para>Asks: Show the following fields from the items database table as columns on the
13067               statistics tab on the patron record: ___</para>
13068             <screenshot>
13069               <screeninfo>Statistics on Patron Record</screeninfo>
13070               <mediaobject>
13071                 <imageobject>
13072                   <imagedata fileref="images/admin/globalprefs/StatisticsFields.png"/>
13073                 </imageobject>
13074               </mediaobject>
13075             </screenshot>
13076             <important>
13077               <para>Enter the values separated by bars (|)</para>
13078             </important>
13079             <para>Description:</para>
13080             <itemizedlist>
13081               <listitem>
13082                 <para>This preference lets you set which fields will show on the patron record on
13083                   the Statistics tab.</para>
13084               </listitem>
13085             </itemizedlist>
13086           </section>
13087           <section id="TalkingTechItivaPhoneNotification">
13088             <title>TalkingTechItivaPhoneNotification</title>
13089             <para>Default: Disable</para>
13090             <para>Asks: ___ patron phone notifications using Talking Tech i-tiva (overdues, predues
13091               and holds notices currently supported).</para>
13092             <para>Values:</para>
13093             <itemizedlist>
13094               <listitem>
13095                 <para>Disable</para>
13096               </listitem>
13097               <listitem>
13098                 <para>Enable</para>
13099               </listitem>
13100             </itemizedlist>
13101             <para>Description:</para>
13102             <itemizedlist>
13103               <listitem>
13104                 <para>To learn more about setting up this third party product view the <link
13105                     linkend="talkingtechappendix">Talking Tech Appendix</link>.</para>
13106               </listitem>
13107             </itemizedlist>
13108             <important>
13109               <para>Requires that you have <link linkend="EnhancedMessagingPreferences"
13110                   >EnhancedMessagingPreferences</link> set to Allow to use.</para>
13111             </important>
13112           </section>
13113           <section id="uppercasesurnames">
13114             <title>uppercasesurnames</title>
13115             <para>Default: Don't</para>
13116             <para>Asks: ___ store and display surnames (last names) in upper case.</para>
13117             <para>Values:</para>
13118             <itemizedlist>
13119               <listitem>
13120                 <para>Do</para>
13121               </listitem>
13122               <listitem>
13123                 <para>Don't</para>
13124               </listitem>
13125             </itemizedlist>
13126           </section>
13127           <section id="useDischarge">
13128             <title>useDischarge</title>
13129             <para>Default: Don't allow</para>
13130             <para>Asks: ___  librarians to discharge borrowers and borrowers to request a
13131               discharge.</para>
13132             <para>Values:<itemizedlist>
13133                 <listitem>
13134                   <para>Allow</para>
13135                 </listitem>
13136                 <listitem>
13137                   <para>Don't allow</para>
13138                 </listitem>
13139               </itemizedlist></para>
13140             <para>Description:<itemizedlist>
13141                 <listitem>
13142                   <para>A discharge is a certificate that says the patron has no current checkouts,
13143                     no holds and owe no money.<note>
13144                       <para>In France a "quitus" ("discharge") is needed if you want to register for
13145                         an account in a library or a university). </para>
13146                     </note><note>
13147                       <para>Academic libraries often require that you have a clear record at the
13148                         library before you can graduate.</para>
13149                     </note></para>
13150                 </listitem>
13151               </itemizedlist></para>
13152           </section>
13153         </section>
13154         <section id="norwegianpref">
13155           <title>Norwegian patron database</title>
13156           <section id="NorwegianPatronDBEnable">
13157             <title>NorwegianPatronDBEnable &amp; NorwegianPatronDBEndpoint</title>
13158             <para>NorwegianPatronDBEnable Default: Disable</para>
13159             <para>Asks: ___ the ability to communicate with the Norwegian national patron database
13160               via the ___ endpoint. </para>
13161             <para>Values:<itemizedlist>
13162                 <listitem>
13163                   <para>Disable</para>
13164                 </listitem>
13165                 <listitem>
13166                   <para>Enable</para>
13167                 </listitem>
13168               </itemizedlist></para>
13169           </section>
13170           <section id="NorwegianPatronDBSearchNLAfterLocalHit">
13171             <title>NorwegianPatronDBSearchNLAfterLocalHit</title>
13172             <para>Default: Don't</para>
13173             <para>Asks: ___ search the Norwegian national patron database after a local search
13174               result was found.</para>
13175             <para>Values:</para>
13176             <itemizedlist>
13177               <listitem>
13178                 <para>Do</para>
13179               </listitem>
13180               <listitem>
13181                 <para>Don't</para>
13182               </listitem>
13183             </itemizedlist>
13184           </section>
13185           <section id="NorwegianPatronDBUsername">
13186             <title>NorwegianPatronDBUsername &amp; NorwegianPatronDBPassword</title>
13187             <para>Asks: Communicate with the Norwegian national patron database using the username
13188               ___ and the password ___. </para>
13189             <para>Description:<itemizedlist>
13190                 <listitem>
13191                   <para>You can get these from "Base Bibliotek", which is maintained by the
13192                     Norwegian National Library. </para>
13193                 </listitem>
13194               </itemizedlist></para>
13195           </section>
13196         </section>
13197       </section>
13198
13199       <section id="searchingprefs">
13200         <title>Searching</title>
13201
13202         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
13203         Global System Preferences &gt; Searching</para>
13204
13205         <section id="searchfeatureprefs">
13206           <title>Features</title>
13207
13208           <para/>
13209           <section id="EnableSearchHistory">
13210             <title>EnableSearchHistory</title>
13211             <para>Default: Don't keep</para>
13212             <para>Asks: ___ patron search history in the staff client.</para>
13213             <para>Values:<itemizedlist>
13214                 <listitem>
13215                   <para>Don't keep</para>
13216                 </listitem>
13217                 <listitem>
13218                   <para>Keep<screenshot>
13219                       <screeninfo>EnableSearchHistory</screeninfo>
13220                       <mediaobject>
13221                         <imageobject>
13222                           <imagedata fileref="images/admin/globalprefs/EnableSearchHistory.png"/>
13223                         </imageobject>
13224                       </mediaobject>
13225                     </screenshot></para>
13226                 </listitem>
13227               </itemizedlist>Description:<itemizedlist>
13228                 <listitem>
13229                   <para>This preference controls whether the staff client keeps search history for
13230                     logged in users. Search history will be accessible under the link to your
13231                     account in the top right of the staff client.</para>
13232                 </listitem>
13233               </itemizedlist></para>
13234           </section>
13235           <section id="IncludeSeeFromInSearches">
13236             <title>IncludeSeeFromInSearches</title>
13237             <para>Default: Don't include</para>
13238             <para>Asks: ___  <emphasis role="italic">see from</emphasis> (non-preferred form)
13239               headings in bibliographic searches. </para>
13240             <para>Values:<itemizedlist>
13241                 <listitem>
13242                   <para>Don't include</para>
13243                 </listitem>
13244                 <listitem>
13245                   <para>Include</para>
13246                 </listitem>
13247               </itemizedlist></para>
13248             <para>Description: <itemizedlist>
13249                 <listitem>
13250                   <para>When this preference is set to include the search engine indexer will insert
13251                       <emphasis role="italic">see from</emphasis> headings from authority records
13252                     into bibliographic records when indexing, so that a search on an obsolete term
13253                     will turn up relevant records.  For example when you search for cookery (the old
13254                     term) you get titles with the heading of cooking (the new term).</para>
13255                 </listitem>
13256               </itemizedlist><important>
13257                 <para>You will need to reindex your bibliographic database when changing this
13258                   preference. </para>
13259               </important></para>
13260           </section>
13261
13262           <section id="OpacGroupResults">
13263             <title>OpacGroupResults</title>
13264
13265             <para>Default: Don't use</para>
13266
13267             <para>Asks: ___ PazPar2 to group similar results on the
13268             OPAC.</para>
13269
13270             <para>Values:</para>
13271
13272             <itemizedlist>
13273               <listitem>
13274                 <para>Don't use</para>
13275               </listitem>
13276
13277               <listitem>
13278                 <para>Use</para>
13279               </listitem>
13280             </itemizedlist>
13281
13282             <important>
13283               <para>This requires that <ulink url="http://www.indexdata.com/pazpar2">PazPar2</ulink> is set up
13284               and running.</para>
13285             </important>
13286           </section>
13287
13288           <section id="QueryAutoTruncate">
13289             <title>QueryAutoTruncate</title>
13290
13291             <para>Default: automatically</para>
13292
13293             <para>Asks: Perform wildcard searching (where, for example, Har
13294             would match Harry and harp) ___ (The * character would be used
13295             like so: Har* or *logging.)</para>
13296
13297             <para>Values:</para>
13298
13299             <itemizedlist>
13300               <listitem>
13301                 <para>automatically</para>
13302               </listitem>
13303
13304               <listitem>
13305                 <para>only if * is added</para>
13306               </listitem>
13307             </itemizedlist>
13308
13309             <para>Description:</para>
13310
13311             <itemizedlist>
13312               <listitem>
13313                 <para>This setting allows for searches to be automatically
13314                 truncated or for additional characters to be added to the end
13315                 of a search string. When set to "automatically" the search
13316                 string automatically ends with a wildcard function. For
13317                 example, a search for the word "invent" with auto truncation
13318                 enabled will also retrieve results for inventor, invention,
13319                 inventory, etc. If you don't want this to happen automatically
13320                 you can still be perform wildcard searches manually by adding
13321                 an asterisk (*). Typing "invent*" even with auto truncation
13322                 disabled will retrieve the same inventor, invention, inventory
13323                 results. Auto truncation bypasses the necessity to type long
13324                 search strings in their entirety.</para>
13325               </listitem>
13326             </itemizedlist>
13327           </section>
13328
13329           <section id="QueryFuzzy">
13330             <title>QueryFuzzy</title>
13331
13332             <para>Default: Try</para>
13333
13334             <para>Asks: ___ to match similarly spelled words in a search (for
13335             example, a search for flang would also match flange and
13336             fang)</para>
13337
13338             <para>Values:</para>
13339
13340             <itemizedlist>
13341               <listitem>
13342                 <para>Don't try</para>
13343               </listitem>
13344
13345               <listitem>
13346                 <para>Try</para>
13347               </listitem>
13348             </itemizedlist>
13349
13350             <para>Description:</para>
13351
13352             <itemizedlist>
13353               <listitem>
13354                 <para>This preference enables "fuzzy" searching, in which the
13355                 search engine returns results that are similar to, but not
13356                 exactly matching, the word or words entered by the user. This
13357                 preference enables the search function to compensate for
13358                 slightly misspelled names or phrases.</para>
13359               </listitem>
13360             </itemizedlist>
13361
13362             <important>
13363               <para>Requires that <link linkend="UseICU">UseICU</link> set to 'Not using'</para>
13364             </important>
13365           </section>
13366
13367           <section id="QueryStemming">
13368             <title>QueryStemming</title>
13369
13370             <para>Default: Try</para>
13371
13372             <para>Asks: ___ to match words of the same base in a search</para>
13373
13374             <para>Values:</para>
13375
13376             <itemizedlist>
13377               <listitem>
13378                 <para>Don't try</para>
13379               </listitem>
13380
13381               <listitem>
13382                 <para>Try</para>
13383
13384                 <itemizedlist>
13385                   <listitem>
13386                     <para>A search for enabling would also match enable and
13387                     enabled</para>
13388                   </listitem>
13389                 </itemizedlist>
13390               </listitem>
13391             </itemizedlist>
13392
13393             <para>Description:</para>
13394
13395             <itemizedlist>
13396               <listitem>
13397                 <para>This preference enables word stemming. Stemming allows
13398                 the search function to return multiple versions of the same
13399                 word, as well as related terms (i.e., both fish and fishing
13400                 would be returned).</para>
13401               </listitem>
13402             </itemizedlist>
13403           </section>
13404
13405           <section id="QueryWeightFields">
13406             <title>QueryWeightFields</title>
13407
13408             <para>Default: Enable</para>
13409
13410             <para>Asks: ___ ranking of search results by relevance</para>
13411
13412             <para>Values:</para>
13413
13414             <itemizedlist>
13415               <listitem>
13416                 <para>Disable</para>
13417               </listitem>
13418
13419               <listitem>
13420                 <para>Enable</para>
13421               </listitem>
13422             </itemizedlist>
13423           </section>
13424
13425           <section id="TraceCompleteSubfields">
13426             <title>TraceCompleteSubfields</title>
13427
13428             <para>Default: Force</para>
13429
13430             <para>Asks: ___ subject tracings in the OPAC and Staff Client to
13431             search only for complete-subfield matches.</para>
13432
13433             <para>Values:</para>
13434
13435             <itemizedlist>
13436               <listitem>
13437                 <para>Don't force</para>
13438
13439                 <itemizedlist>
13440                   <listitem>
13441                     <para>Searches for subject keywords (example:
13442                     opac-search.pl?q=su:World%20Wide%20Web)</para>
13443                   </listitem>
13444                 </itemizedlist>
13445               </listitem>
13446
13447               <listitem>
13448                 <para>Force</para>
13449
13450                 <itemizedlist>
13451                   <listitem>
13452                     <para>Searches for complete subject fields (example:
13453                     opac-search.pl?q=su,complete-subfield:World%20Wide%20Web)</para>
13454                   </listitem>
13455                 </itemizedlist>
13456               </listitem>
13457             </itemizedlist>
13458
13459             <para>Description:</para>
13460
13461             <itemizedlist>
13462               <listitem>
13463                 <para>When TraceCompleteSubfields is set to "force," clicking
13464                 on links in non-authority controlled subject tracings will
13465                 only find other records where the entire subfields match.
13466                 Leaving it at "don't force" does a keyword search of the
13467                 subject indexes.</para>
13468               </listitem>
13469             </itemizedlist>
13470
13471             <important>
13472               <para>This preference assumes that you're using XSLT stylesheets
13473               as set in the <link linkend="OPACXSLTDetailsDisplay">OPACXSLTDetailsDisplay</link>
13474               preference.</para>
13475             </important>
13476           </section>
13477
13478           <section id="TraceSubjectSubdivisions">
13479             <title>TraceSubjectSubdivisions</title>
13480
13481             <para>Default: Include</para>
13482
13483             <para>Asks: ___ subdivisions for searches generated by clicking on
13484             subject tracings.</para>
13485
13486             <para>Values:</para>
13487
13488             <itemizedlist>
13489               <listitem>
13490                 <para>Don't include</para>
13491
13492                 <itemizedlist>
13493                   <listitem>
13494                     <para>Searches for subject keywords (example:
13495                     opac-search.pl?q=su,complete-subfield:%22Web%20sites%22)</para>
13496                   </listitem>
13497                 </itemizedlist>
13498               </listitem>
13499
13500               <listitem>
13501                 <para>Include</para>
13502
13503                 <itemizedlist>
13504                   <listitem>
13505                     <para>Searches for complete subject fields (example:
13506                     opac-search.pl?q=(su,complete-subfield:%22Web%20sites%22)%20and%20(su,complete-subfield:%22Design.%22))</para>
13507                   </listitem>
13508                 </itemizedlist>
13509               </listitem>
13510             </itemizedlist>
13511
13512             <para>Description:</para>
13513
13514             <itemizedlist>
13515               <listitem>
13516                 <para>When TraceSubjectSubdivisions is set to "Include," if
13517                 you click on a subject with subdivisions (subfields other than
13518                 'a') they will be searched along with the subject heading
13519                 (subfield 'a'). To have only the subject heading (subfield
13520                 'a') searched, set this preference to "Don't include."</para>
13521               </listitem>
13522             </itemizedlist>
13523
13524             <important>
13525               <para>This preference assumes that you're using XSLT stylesheets
13526               as set in the <link linkend="OPACXSLTDetailsDisplay">OPACXSLTDetailsDisplay</link>
13527               preference.</para>
13528             </important>
13529           </section>
13530
13531           <section id="UseICU">
13532             <title>UseICU</title>
13533
13534             <para>Default: Not using</para>
13535
13536             <para>Asks: ___ ICU Zebra indexing.</para>
13537
13538             <para>Values:</para>
13539
13540             <itemizedlist>
13541               <listitem>
13542                 <para>Not using</para>
13543               </listitem>
13544
13545               <listitem>
13546                 <para>Using</para>
13547               </listitem>
13548             </itemizedlist>
13549
13550             <para>Description:</para>
13551
13552             <itemizedlist>
13553               <listitem>
13554                 <para>ICU is a set of code libraries providing Unicode and
13555                 Globalization support for software applications. What this
13556                 means is ICU Zebra indexing is only necessary if you use
13557                 non-roman characters in your cataloging. If using ICU Zebra
13558                 indexing you will want to not use <link linkend="QueryFuzzy">QueryFuzzy</link>.</para>
13559               </listitem>
13560             </itemizedlist>
13561
13562             <important>
13563               <para>This setting will not affect Zebra indexing, it should
13564               only be used to tell Koha that you have activated ICU indexing
13565               if you have actually done so, since there is no way for Koha to
13566               figure this out on its own.</para>
13567             </important>
13568
13569             <important>
13570               <para>Talk to your system administrator when changing this
13571               preference to make sure that your system is set up properly for
13572               this to work.</para>
13573             </important>
13574           </section>
13575           <section id="UseQueryParser">
13576             <title>UseQueryParser</title>
13577             <para>Default: Do not try</para>
13578             <para>Asks: ___  to use the QueryParser module for parsing queries. <note>
13579                 <para>Enabling this will have no impact if you do not have QueryParser installed,
13580                   and everything will continue to work as usual.</para>
13581               </note></para>
13582             <para>Values:<itemizedlist>
13583                 <listitem>
13584                   <para>Do not try</para>
13585                 </listitem>
13586                 <listitem>
13587                   <para>Try</para>
13588                 </listitem>
13589               </itemizedlist></para>
13590             <para>Description:<itemizedlist>
13591                 <listitem>
13592                   <para>This preference enables an experimental new query parser which opens the
13593                     door for a more expressive and more-effective search syntax.</para>
13594                 </listitem>
13595               </itemizedlist></para>
13596           </section>
13597         </section>
13598
13599         <section id="searchresultsprefs">
13600           <title>Results Display</title>
13601
13602           <para/>
13603
13604           <section id="defaultSortField">
13605             <title>defaultSortField &amp; defaultSortOrder</title>
13606
13607             <para>defaultSortField Default: author</para>
13608
13609             <para>defaultSortOrder Default: ascending</para>
13610
13611             <para>Asks: By default, sort search results in the staff client by
13612             ___, ____</para>
13613
13614             <para>Description:</para>
13615
13616             <itemizedlist>
13617               <listitem>
13618                 <para>These preferences set the default sort field and sort
13619                 order for searches on the staff side. Regardless of your
13620                 choice, the other sort options are still available in the drop
13621                 down list on the advanced search page.</para>
13622               </listitem>
13623             </itemizedlist>
13624
13625             <para>defaultSortField Values:</para>
13626
13627             <itemizedlist>
13628               <listitem>
13629                 <para>author</para>
13630               </listitem>
13631
13632               <listitem>
13633                 <para>call number</para>
13634               </listitem>
13635
13636               <listitem>
13637                 <para>date added</para>
13638               </listitem>
13639
13640               <listitem>
13641                 <para>date of publication</para>
13642               </listitem>
13643
13644               <listitem>
13645                 <para>relevance</para>
13646               </listitem>
13647
13648               <listitem>
13649                 <para>title</para>
13650               </listitem>
13651
13652               <listitem>
13653                 <para>total number of checkouts</para>
13654               </listitem>
13655             </itemizedlist>
13656
13657             <para>defaultSortOrder Values:</para>
13658
13659             <itemizedlist>
13660               <listitem>
13661                 <para>ascending</para>
13662               </listitem>
13663
13664               <listitem>
13665                 <para>descending</para>
13666               </listitem>
13667
13668               <listitem>
13669                 <para>from A to Z</para>
13670               </listitem>
13671
13672               <listitem>
13673                 <para>from Z to A</para>
13674               </listitem>
13675             </itemizedlist>
13676           </section>
13677
13678           <section id="displayFacetCount">
13679             <title>displayFacetCount</title>
13680
13681             <para>Default: Don't show</para>
13682
13683             <para>Asks: ___ facet counts.</para>
13684
13685             <para>Description:</para>
13686
13687             <itemizedlist>
13688               <listitem>
13689                 <para>This preference lets you decide if you show how many
13690                 times a facet is used in your search results in the OPAC and
13691                 the staff client. The relevance of these numbers highly
13692                 depends on the value of the <link linkend="maxRecordsForFacets">maxRecordsForFacets</link>
13693                 preference. Showing these numbers can potentially effect the
13694                 performance of your searching, so test your system with
13695                 different values for this preference to see what works
13696                 best.</para>
13697               </listitem>
13698             </itemizedlist>
13699
13700             <para>Values:</para>
13701
13702             <itemizedlist>
13703               <listitem>
13704                 <para>Don't show</para>
13705               </listitem>
13706
13707               <listitem>
13708                 <para>Show</para>
13709
13710                 <screenshot>
13711                   <screeninfo>Number of times each Facet is found in
13712                   results</screeninfo>
13713
13714                   <mediaobject>
13715                     <imageobject>
13716                       <imagedata fileref="images/admin/globalprefs/displayFacetCount.png"/>
13717                     </imageobject>
13718                   </mediaobject>
13719                 </screenshot>
13720               </listitem>
13721             </itemizedlist>
13722           </section>
13723           <section id="DisplayLibraryFacets">
13724             <title>DisplayLibraryFacets</title>
13725             <para>Default: holding library</para>
13726             <para>Asks: Show facets for ___</para>
13727             <para>Values:<itemizedlist>
13728                 <listitem>
13729                   <para>both home and holding library</para>
13730                 </listitem>
13731                 <listitem>
13732                   <para>holding library</para>
13733                 </listitem>
13734                 <listitem>
13735                   <para>home library</para>
13736                 </listitem>
13737               </itemizedlist></para>
13738             <para>Description:<itemizedlist>
13739                 <listitem>
13740                   <para>This preferenc controls the libraries facet that displays on search results
13741                     in the staff and opac.  The value selected here will determin which library(s)
13742                     show in the facets when a search is run.</para>
13743                 </listitem>
13744               </itemizedlist></para>
13745           </section>
13746
13747           <section id="FacetLabelTruncationLength">
13748             <title>FacetLabelTruncationLength</title>
13749
13750             <para>Default: 20</para>
13751
13752             <para>Asks: Truncate facets length to ___ characters, in
13753             OPAC/staff interface.</para>
13754
13755             <para>Description:</para>
13756
13757             <itemizedlist>
13758               <listitem>
13759                 <para>In the OPAC and the staff client your facets are cut off
13760                 at 20 characters by default. Depending on your layout this may
13761                 be too many or two few letters, this preference lets you
13762                 decide what number is best for your library's design.</para>
13763               </listitem>
13764             </itemizedlist>
13765           </section>
13766           <section id="FacetMaxCount">
13767             <title>FacetMaxCount</title>
13768             <para>Default: 20</para>
13769             <para>Asks: Show up ___ to facets for each category.</para>
13770             <para>Description:<itemizedlist>
13771                 <listitem>
13772                   <para>This preference allows you to control how many possible limits show under
13773                     each heading (Author, Series, Topics, etc) on the facets in the OPAC.</para>
13774                 </listitem>
13775               </itemizedlist></para>
13776           </section>
13777
13778           <section id="maxItemsInSearchResults">
13779             <title>maxItemsInSearchResults</title>
13780
13781             <para>Default: 20</para>
13782
13783             <para>Asks: Show up to ___ items per biblio in the search
13784             results</para>
13785
13786             <para>Description:</para>
13787
13788             <itemizedlist>
13789               <listitem>
13790                 <para>This preference will let you set how many results
13791                 display by default when a search is run on the Staff
13792                 Client.</para>
13793               </listitem>
13794             </itemizedlist>
13795           </section>
13796
13797           <section id="maxRecordsForFacets">
13798             <title>maxRecordsForFacets</title>
13799
13800             <para>Default: 20</para>
13801
13802             <para>Asks: Build facets based on ___ records from the search
13803             results.</para>
13804
13805             <para>Description:</para>
13806
13807             <itemizedlist>
13808               <listitem>
13809                 <para>By default Koha only bases facets on the first page of
13810                 results (usually 20 results). This preference lets you tell
13811                 Koha to based the facet descriptions and numbers on any number
13812                 of search results returned. The higher this number the longer
13813                 it will take for your search results to return, so test with
13814                 various different values to find the best balance for your
13815                 library.</para>
13816               </listitem>
13817             </itemizedlist>
13818           </section>
13819
13820           <section id="numSearchResults">
13821             <title>numSearchResults</title>
13822
13823             <para>Default: 20</para>
13824
13825             <para>Asks: By default, show ___ results per page in the staff
13826             client.</para>
13827           </section>
13828
13829           <section id="opacdefaultsort">
13830             <title>OPACdefaultSortField &amp; OPACdefaultSortOrder</title>
13831
13832             <para>OPACdefaultSortField Default: relevance</para>
13833
13834             <para>OPACdefaultSortOrder Default: ascending</para>
13835
13836             <para>Asks: By default, sort search results in the OPAC by ___,
13837             ___</para>
13838
13839             <para>Description:</para>
13840
13841             <itemizedlist>
13842               <listitem>
13843                 <para>These preferences set the default sort field and sort
13844                 order for searches on the OPAC. Regardless of your choice, the
13845                 other sort options are still available in the drop down list
13846                 on the advanced search page.</para>
13847               </listitem>
13848             </itemizedlist>
13849
13850             <para>OPACdefaultSortField Values:</para>
13851
13852             <itemizedlist>
13853               <listitem>
13854                 <para>author</para>
13855               </listitem>
13856
13857               <listitem>
13858                 <para>call number</para>
13859               </listitem>
13860
13861               <listitem>
13862                 <para>date added</para>
13863               </listitem>
13864
13865               <listitem>
13866                 <para>date of publication</para>
13867               </listitem>
13868
13869               <listitem>
13870                 <para>relevance</para>
13871               </listitem>
13872
13873               <listitem>
13874                 <para>title</para>
13875               </listitem>
13876
13877               <listitem>
13878                 <para>total number of checkouts</para>
13879               </listitem>
13880             </itemizedlist>
13881
13882             <para>OPACdefaultSortOrder Values:</para>
13883
13884             <itemizedlist>
13885               <listitem>
13886                 <para>ascending</para>
13887               </listitem>
13888
13889               <listitem>
13890                 <para>descending</para>
13891               </listitem>
13892
13893               <listitem>
13894                 <para>from A to Z</para>
13895               </listitem>
13896
13897               <listitem>
13898                 <para>from Z to A</para>
13899               </listitem>
13900             </itemizedlist>
13901           </section>
13902
13903           <section id="OPACItemsResultsDisplay">
13904             <title>OPACItemsResultsDisplay</title>
13905
13906             <para>Default: Don't show</para>
13907
13908             <para>Asks: ___ an item's branch, location and call number in OPAC
13909             search results.</para>
13910
13911             <para>Values:</para>
13912
13913             <itemizedlist>
13914               <listitem>
13915                 <para>Don't show</para>
13916               </listitem>
13917
13918               <listitem>
13919                 <para>Show</para>
13920               </listitem>
13921             </itemizedlist>
13922
13923             <para>Description:</para>
13924
13925             <itemizedlist>
13926               <listitem>
13927                 <para>This setting selects the information about an item that
13928                 will display in the search results page of the OPAC. The
13929                 results can display the status of an item and/or full details
13930                 including branch, location, and call number. While the 'Show'
13931                 option allows for more information to be displayed on the
13932                 search results page, the information can be overwhelming for
13933                 large collections with multiple branches.</para>
13934               </listitem>
13935             </itemizedlist>
13936           </section>
13937
13938           <section id="OPACnumSearchResults">
13939             <title>OPACnumSearchResults</title>
13940
13941             <para>Default: 20</para>
13942
13943             <para>Asks: By default, show ___ results per page in the
13944             OPAC.</para>
13945           </section>
13946           <section id="SearchWithISBNVariations">
13947             <title>SearchWithISBNVariations</title>
13948             <para>Default: don't search</para>
13949             <para>Asks: When searching on the ISBN index, ___ on all variations of the ISBN.</para>
13950             <para>Values:<itemizedlist>
13951                 <listitem>
13952                   <para>don't search</para>
13953                 </listitem>
13954                 <listitem>
13955                   <para>search</para>
13956                 </listitem>
13957               </itemizedlist> Descriptions:<itemizedlist>
13958                 <listitem>
13959                   <para>With this preference set to search you'll be able to search for ISBNs even
13960                     if there are dashes or spaces in the field.  So if you search for 9781843345855
13961                     but the ISBN was cataloged as 978-1843345855 you'll still be able to find it if
13962                     this preference is set to 'search'.</para>
13963                 </listitem>
13964               </itemizedlist><important>
13965                 <para>This preference has no effect if <link linkend="UseQueryParser"
13966                     >UseQueryParser</link> is on</para>
13967               </important></para>
13968           </section>
13969         </section>
13970
13971         <section id="searchformprefs">
13972           <title>Search Form</title>
13973           <section id="AdvancedSearchLanguages">
13974             <title>AdvancedSearchLanguages</title>
13975             <para>Asks: Limit the languages listed in the advanced search drop-down to the ___ ISO
13976               639-2 language codes (separate values with | or ,).</para>
13977             <para>Description:<itemizedlist>
13978                 <listitem>
13979                   <para>This preference will allow you to decide what languages show in the pull
13980                     down menu on the advanced search page in the OPAC and the staff client.  If this
13981                     preference is left blank, all languages will show. To limit the languages that
13982                     are shown enter their <ulink
13983                       url="http://www.loc.gov/standards/iso639-2/php/code_list.php">ISO 639-2
13984                       language codes</ulink> separated by comma ( , ) or bar ( | ).  For example to
13985                     limit listing to French and Italian, enter ita|fre. </para>
13986                 </listitem>
13987               </itemizedlist></para>
13988           </section>
13989
13990           <section id="AdvancedSearchTypes">
13991             <title>AdvancedSearchTypes</title>
13992
13993             <para>Default: itemtype</para>
13994
13995             <para>Asks: Show tabs in OPAC and staff-side advanced search for
13996             limiting searches on the ___ fields (separate values with
13997             |).</para>
13998
13999             <para>Description:</para>
14000
14001             <itemizedlist>
14002               <listitem>
14003                 <para>On the advanced search page you can choose to allow
14004                 filters on one or all of the following: Item types
14005                 (itemtypes), Collection Codes (ccode) and Shelving Location
14006                 (loc). If you would like to be able to limit searches on item
14007                 type and shelving location for example you would enter
14008                 itemtypes|loc in the preference input box. The order of these
14009                 fields will determine the order of the tabs in the OPAC and
14010                 staff client advanced search screens. Values within the search
14011                 type are OR'ed together, while each different search type is
14012                 AND'ed together in the query limits. The current stored values
14013                 are supported without any required modification.Each set of
14014                 advanced search fields are displayed in tabs in both the OPAC
14015                 and staff client. The first value in the AdvancedSearchTypes
14016                 syspref is the selected tab; if no values are present,
14017                 "itemtypes" is used. For non-itemtype values, the value in
14018                 AdvancedSearchTypes must match the Authorised Value name, and
14019                 must be indexed with 'mc-' prefixing that name.</para>
14020
14021                 <screenshot>
14022                   <screeninfo>Searching by Item Type and Shelving
14023                   Location</screeninfo>
14024
14025                   <mediaobject>
14026                     <imageobject>
14027                       <imagedata fileref="images/admin/globalprefs/AdvancedSearchTypes.png"/>
14028                     </imageobject>
14029                   </mediaobject>
14030                 </screenshot>
14031               </listitem>
14032             </itemizedlist>
14033           </section>
14034
14035           <section id="expandedSearchOption">
14036             <title>expandedSearchOption</title>
14037
14038             <para>Default: don't show</para>
14039
14040             <para>Asks: By default, ___ "More options" on the OPAC and staff
14041             advanced search pages.</para>
14042
14043             <para>Values:</para>
14044
14045             <itemizedlist>
14046               <listitem>
14047                 <para>don't show</para>
14048               </listitem>
14049
14050               <listitem>
14051                 <para>show</para>
14052               </listitem>
14053             </itemizedlist>
14054           </section>
14055           <section id="IntranetNumbersPreferPhrase">
14056             <title>IntranetNumbersPreferPhrase</title>
14057             <para>Default: don't use</para>
14058             <para>Asks: By default, ___ the operator "phr" in the callnumber and standard number
14059               staff client searches </para>
14060             <para>Values:<itemizedlist>
14061                 <listitem>
14062                   <para>don't use</para>
14063                 </listitem>
14064                 <listitem>
14065                   <para>use</para>
14066                 </listitem>
14067               </itemizedlist></para>
14068             <para>Description:<itemizedlist>
14069                 <listitem>
14070                   <para>When searching by call number and standard number (biblionumber) in Koha
14071                     Staff Client you can choose to force the search to be a phrase search by setting
14072                     this preference to 'use.' This will allow for more accurate results over doing a
14073                     general keyword field search.</para>
14074                 </listitem>
14075               </itemizedlist></para>
14076           </section>
14077           <section id="OPACNumbersPreferPhrase">
14078             <title>OPACNumbersPreferPhrase</title>
14079             <para>Default: don't use</para>
14080             <para>Asks: By default, ___ the operator "phr" in the callnumber and standard number
14081               OPAC searches </para>
14082             <para>Values:<itemizedlist>
14083                 <listitem>
14084                   <para>don't use</para>
14085                 </listitem>
14086                 <listitem>
14087                   <para>use</para>
14088                 </listitem>
14089               </itemizedlist></para>
14090             <para>Description:<itemizedlist>
14091                 <listitem>
14092                   <para>When searching by call number and standard number (biblionumber) in the Koha
14093                     OPAC you can choose to force the search to be a phrase search by setting this
14094                     preference to 'use.' This will allow for more accurate results over doing a
14095                     general keyword field search.</para>
14096                 </listitem>
14097               </itemizedlist></para>
14098           </section>
14099         </section>
14100       </section>
14101
14102       <section id="serialsprefs">
14103         <title>Serials</title>
14104
14105         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
14106         Global System Preferences &gt; Serials</para>
14107
14108         <section id="opacSerialDefaultTab">
14109           <title>opacSerialDefaultTab</title>
14110
14111           <para>Default: Subscriptions tab</para>
14112
14113           <para>Asks: Show ___ as default tab for serials in OPAC. </para>
14114
14115           <para>Values:</para>
14116
14117           <itemizedlist>
14118             <listitem>
14119               <para>Holdings tab</para>
14120             </listitem>
14121
14122             <listitem>
14123               <para>Serial Collection tab</para>
14124               <important>
14125                 <para>Please note that the Serial Collection tab is currently available only for
14126                   systems using the UNIMARC standard.</para>
14127               </important>
14128               <screenshot>
14129                 <screeninfo>Serial Collection tab</screeninfo>
14130                 <mediaobject>
14131                   <imageobject>
14132                     <imagedata fileref="images/admin/globalprefs/opacSerialDefaultTab-colltab.png"/>
14133                   </imageobject>
14134                 </mediaobject>
14135               </screenshot>
14136             </listitem>
14137
14138             <listitem>
14139               <para>Subscriptions tab</para>
14140               <screenshot>
14141                   <screeninfo>Subscritions tab</screeninfo>
14142                   <mediaobject>
14143                     <imageobject>
14144                       <imagedata fileref="images/admin/globalprefs/opacSerialDefaultTab-subtab.png"
14145                       />
14146                     </imageobject>
14147                   </mediaobject>
14148                 </screenshot>
14149             </listitem>
14150           </itemizedlist>
14151         </section>
14152
14153         <section id="OPACSerialIssueDisplayCount">
14154           <title>OPACSerialIssueDisplayCount</title>
14155
14156           <para>Default: 3</para>
14157
14158           <para>Asks: Show the ___ previous issues of a serial on the
14159           OPAC.</para>
14160
14161           <para>Description:</para>
14162
14163           <itemizedlist>
14164             <listitem>
14165               <para>This preference allows the administrator to select the
14166               number of recent issues for each serial which appear in the OPAC
14167               when the serial is accessed. This is just the default value,
14168               patrons can always click to see a full list of serials.</para>
14169             </listitem>
14170           </itemizedlist>
14171         </section>
14172
14173         <section id="RenewSerialAddsSuggestion">
14174           <title>RenewSerialAddsSuggestion</title>
14175
14176           <para>Default: Don't add</para>
14177
14178           <para>Asks: ___ a suggestion for a biblio when its attached serial
14179           is renewed.</para>
14180
14181           <para>Values:</para>
14182
14183           <itemizedlist>
14184             <listitem>
14185               <para>Add</para>
14186             </listitem>
14187
14188             <listitem>
14189               <para>Don't add</para>
14190             </listitem>
14191           </itemizedlist>
14192
14193           <para>Description:</para>
14194
14195           <itemizedlist>
14196             <listitem>
14197               <para>If set to "Add", this preference will automatically add a
14198               serial to the Acquisitions Purchase Suggestions menu when
14199               clicking the 'renew' option. If you don't use the Acquisitions
14200               module to manage serials purchases it's best to leave this set
14201               as 'Don't add.'</para>
14202             </listitem>
14203           </itemizedlist>
14204         </section>
14205
14206         <section id="RoutingListAddReserves">
14207           <title>RoutingListAddReserves</title>
14208
14209           <para>Default: Place</para>
14210
14211           <para>Asks: ___ received serials on hold if they are on a routing
14212           list.</para>
14213
14214           <para>Values:</para>
14215
14216           <itemizedlist>
14217             <listitem>
14218               <para>Place</para>
14219             </listitem>
14220
14221             <listitem>
14222               <para>Don't place</para>
14223             </listitem>
14224           </itemizedlist>
14225         </section>
14226
14227         <section id="RoutingListNote">
14228           <title>RoutingListNote</title>
14229
14230           <para>Asks: Include following note on all routing lists</para>
14231
14232           <para>Description:</para>
14233
14234           <itemizedlist>
14235             <listitem>
14236               <para>Text entered in this box will appear below the routing
14237               list information.</para>
14238             </listitem>
14239           </itemizedlist>
14240         </section>
14241
14242         <section id="RoutingSerials">
14243           <title>RoutingSerials</title>
14244
14245           <para>Default: Don't add</para>
14246
14247           <para>Asks: ___ received serials to the routing list.</para>
14248
14249           <para>Description:</para>
14250
14251           <itemizedlist>
14252             <listitem>
14253               <para>This preference determines if serials routing lists are
14254               enabled or disabled for the library. When set to "Add", serials
14255               routing is enabled and a serial can be directed through a list
14256               of people by identifying who should receive it next. The list of
14257               people can be established for each serial to be passed using the
14258               Serials module. This preference can be used to ensure each
14259               person who needs to see a serial when it arrives at the library
14260               will get it. Learn more in the <link linkend="routinglist">routing list</link> section of this
14261               manual.</para>
14262             </listitem>
14263           </itemizedlist>
14264
14265           <para>Values:</para>
14266
14267           <itemizedlist>
14268             <listitem>
14269               <para>Add</para>
14270             </listitem>
14271
14272             <listitem>
14273               <para>Don't add</para>
14274             </listitem>
14275           </itemizedlist>
14276         </section>
14277
14278         <section id="StaffSerialIssueDisplayCount">
14279           <title>StaffSerialIssueDisplayCount</title>
14280
14281           <para>Default: 3</para>
14282
14283           <para>Asks: Show the ___ previous issues of a serial on the staff
14284           client.</para>
14285
14286           <para>Description:</para>
14287
14288           <itemizedlist>
14289             <listitem>
14290               <para>This preference allows the administrator to select the
14291               number of recent issues for each serial which appear in the
14292               Staff Client when the serial is accessed. This is just the
14293               default value, staff members can always click to see a full list
14294               of serials.</para>
14295             </listitem>
14296           </itemizedlist>
14297         </section>
14298
14299         <section id="SubscriptionDuplicateDroppedInput">
14300           <title>SubscriptionDuplicateDroppedInput</title>
14301
14302           <para>Asks: List of fields which must not be rewritten when a
14303           subscription is duplicated (Separated by pipe |) ___</para>
14304
14305           <para>Description:</para>
14306
14307           <itemizedlist>
14308             <listitem>
14309               <para>When duplicating a subscription sometimes you don't want
14310               all of the fields duplicated, using this preference you can list
14311               the fields that you don't want to be duplicated. These field
14312               names come from the subscription table in the Koha database.
14313               Learn what fields are in that table on the <ulink url="http://schema.koha-community.org/tables/subscription.html">Koha
14314               DB Schema</ulink> site.</para>
14315             </listitem>
14316           </itemizedlist>
14317         </section>
14318
14319         <section id="SubscriptionHistory">
14320           <title>SubscriptionHistory</title>
14321
14322           <para>Default: full history</para>
14323
14324           <para>Asks: When showing the subscription information for a
14325           bibliographic record, preselect ___ view of serial issues.</para>
14326
14327           <para>Values:</para>
14328
14329           <itemizedlist>
14330             <listitem>
14331               <para>brief history</para>
14332
14333               <screenshot>
14334                 <screeninfo>Brief History</screeninfo>
14335
14336                 <mediaobject>
14337                   <imageobject>
14338                     <imagedata fileref="images/admin/globalprefs/SubscriptionHistory-brief.png"/>
14339                   </imageobject>
14340                 </mediaobject>
14341               </screenshot>
14342             </listitem>
14343
14344             <listitem>
14345               <para>full history</para>
14346
14347               <screenshot>
14348                 <screeninfo>Full History</screeninfo>
14349
14350                 <mediaobject>
14351                   <imageobject>
14352                     <imagedata fileref="images/admin/globalprefs/SubscriptionHistory-full.png"/>
14353                   </imageobject>
14354                 </mediaobject>
14355               </screenshot>
14356             </listitem>
14357           </itemizedlist>
14358
14359           <para>Description:</para>
14360
14361           <itemizedlist>
14362             <listitem>
14363               <para>This preference determines what information appears in the
14364               OPAC when the user clicks the More Details option. The 'brief'
14365               option displays a one-line summary of the volume and issue
14366               numbers of all issues of that serial held by the library. The
14367               'full' option displays a more detailed breakdown of issues per
14368               year, including information such as the issue date and the
14369               status of each issue.</para>
14370             </listitem>
14371           </itemizedlist>
14372         </section>
14373       </section>
14374
14375       <section id="staffprefs">
14376         <title>Staff Client</title>
14377
14378         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
14379         Global System Preferences &gt; Staff Client</para>
14380
14381         <section id="staffappearprefs">
14382           <title>Appearance</title>
14383
14384           <para/>
14385
14386           <section id="Display856uAsImage">
14387             <title>Display856uAsImage</title>
14388
14389             <para>Default: Neither details or results page</para>
14390
14391             <para>Asks: Display the URI in the 856u field as an image on:
14392             ___</para>
14393
14394             <para>Values:</para>
14395
14396             <itemizedlist>
14397               <listitem>
14398                 <para>Both results and details pages</para>
14399
14400                 <itemizedlist>
14401                   <listitem>
14402                     <important>
14403                       <para>Not implemented yet</para>
14404                     </important>
14405                   </listitem>
14406                 </itemizedlist>
14407               </listitem>
14408
14409               <listitem>
14410                 <para>Detail page only</para>
14411
14412                 <itemizedlist>
14413                   <listitem>
14414                     <important>
14415                       <para><link linkend="XSLTDetailsDisplay">XSLTDetailsDisplay</link>
14416                       needs to be on for this preference to work.</para>
14417                     </important>
14418                   </listitem>
14419                 </itemizedlist>
14420
14421                 <screenshot>
14422                   <screeninfo>Showing the 856u as an image</screeninfo>
14423
14424                   <mediaobject>
14425                     <imageobject>
14426                       <imagedata fileref="images/admin/globalprefs/Display856uAsImage.png"/>
14427                     </imageobject>
14428                   </mediaobject>
14429                 </screenshot>
14430               </listitem>
14431
14432               <listitem>
14433                 <para>Neither details or results page</para>
14434               </listitem>
14435
14436               <listitem>
14437                 <para>Results page only</para>
14438
14439                 <itemizedlist>
14440                   <listitem>
14441                     <important>
14442                       <para>Not yet implemented</para>
14443                     </important>
14444                   </listitem>
14445                 </itemizedlist>
14446               </listitem>
14447             </itemizedlist>
14448
14449             <para>Description:</para>
14450
14451             <itemizedlist>
14452               <listitem>
14453                 <para>In addition to this option being set, the corresponding
14454                 XSLT option must be turned on. Also, the corresponding 856q
14455                 field must have a valid MIME image extension (e.g., "jpg") or
14456                 MIME image type (i.e. starting with "image/"), or the generic
14457                 indicator "img" entered in the field. When all of the
14458                 requirements are met, an image file will be displayed instead
14459                 of the standard link text. Clicking on the image will open it
14460                 in the same way as clicking on the link text. When you click
14461                 on the image it should open to full size, in the current
14462                 window or in a new window depending on the value in the system
14463                 pref <link linkend="OPACURLOpenInNewWindow">OPACURLOpenInNewWindow</link>.</para>
14464
14465                 <screenshot>
14466                   <screeninfo>Sample 856 Field</screeninfo>
14467
14468                   <mediaobject>
14469                     <imageobject>
14470                       <imagedata fileref="images/admin/globalprefs/856imagemarc.png"/>
14471                     </imageobject>
14472                   </mediaobject>
14473                 </screenshot>
14474               </listitem>
14475             </itemizedlist>
14476           </section>
14477           <section id="DisplayIconsXSLT">
14478             <title>DisplayIconsXSLT</title>
14479             <para>Default: Show</para>
14480             <para>Asks: ___ the format, audience, and material type icons in XSLT MARC21 results and
14481               detail pages in the staff client.<important>
14482                 <para><link linkend="XSLTResultsDisplay">XSLTResultsDisplay</link> and/or <link linkend="XSLTDetailsDisplay">XSLTDetailsDisplay</link> must be set to use an
14483                   XSLT stylesheet (default or custom) for these icons to show.</para>
14484               </important></para>
14485             <para>Values:</para>
14486             <itemizedlist>
14487               <listitem>
14488                 <para>Don't show</para>
14489               </listitem>
14490               <listitem>
14491                 <para>Show</para>
14492                 <screenshot>
14493                   <screeninfo>DisplayIconsXSLT</screeninfo>
14494                   <mediaobject>
14495                     <imageobject>
14496                       <imagedata fileref="images/admin/globalprefs/DisplayIconsXSLT.png"/>
14497                     </imageobject>
14498                   </mediaobject>
14499                 </screenshot>
14500               </listitem>
14501             </itemizedlist>
14502             <para>
14503               <note>
14504                 <para>See the <link linkend="XSLTiTypes">XSLT Icon Guide</link> for more information
14505                   on these icons.</para>
14506               </note>
14507             </para>
14508           </section>
14509
14510           <section id="intranet_includes">
14511             <title>intranet_includes</title>
14512
14513             <para>Default: includes</para>
14514
14515             <para>Asks: Use include files from the ___ directory in the
14516             template directory, instead of includes/. (Leave blank to
14517             disable)</para>
14518           </section>
14519
14520           <section id="intranetcolorstylesheet">
14521             <title>intranetcolorstylesheet</title>
14522
14523             <para>Asks: Include the additional CSS stylesheet ___ to override specified settings
14524               from the default stylesheet</para>
14525
14526             <para>Description:</para>
14527
14528             <itemizedlist>
14529               <listitem>
14530                 <para>This preference is used to set the background color and style of the Staff
14531                   Client. The value is a .css file. The system administrator should determine which
14532                   file is appropriate. Enter just a filename, a full local path or a complete URL
14533                   starting with http:// (if the file lives on a remote server). Please note that if
14534                   you just enter a filename, the file should be in the css subdirectory for each
14535                   active theme and language within the Koha templates directory. A full local path
14536                   is expected to start from your HTTP document root. </para>
14537               </listitem>
14538             </itemizedlist>
14539
14540             <important>
14541               <para>Leave this field blank to disable.</para>
14542             </important>
14543           </section>
14544
14545           <section id="IntranetFavicon">
14546             <title>IntranetFavicon</title>
14547
14548             <para>Asks: Use the image at ___ for the Staff Client's favicon.
14549             <important>
14550                 <para>This should be a complete URL, starting with
14551                 http://</para>
14552               </important></para>
14553
14554             <note>
14555               <para>Turn your logo into a favicon with the <ulink url="http://antifavicon.com/">Favicon Generator</ulink>.</para>
14556             </note>
14557
14558             <para>Description:</para>
14559
14560             <itemizedlist>
14561               <listitem>
14562                 <para>The favicon is the little icon that appears next to the
14563                 URL in the address bar in most browsers. The default value for
14564                 this field (if left blank) is the small 'K' in the Koha
14565                 logo.</para>
14566
14567                 <screenshot>
14568                   <screeninfo>Default Koha Favicon</screeninfo>
14569
14570                   <mediaobject>
14571                     <imageobject>
14572                       <imagedata fileref="images/admin/globalprefs/favicon.png"/>
14573                     </imageobject>
14574                   </mediaobject>
14575                 </screenshot>
14576               </listitem>
14577             </itemizedlist>
14578           </section>
14579
14580           <section id="IntranetmainUserblock">
14581             <title>IntranetmainUserblock</title>
14582
14583             <para>Asks: Show the following HTML in its own column on the main
14584             page of the staff client</para>
14585
14586             <screenshot>
14587               <screeninfo>Sample HTML for IntranetmainUserblock</screeninfo>
14588
14589               <mediaobject>
14590                 <imageobject>
14591                   <imagedata fileref="images/admin/globalprefs/IntranetmainUserblock-html.png"/>
14592                 </imageobject>
14593               </mediaobject>
14594             </screenshot>
14595
14596             <screenshot>
14597               <screeninfo>Message from IntranetmainUserblock as it appears on
14598               the Staff Client main page</screeninfo>
14599
14600               <mediaobject>
14601                 <imageobject>
14602                   <imagedata fileref="images/admin/globalprefs/IntranetmainUserblock.png"/>
14603                 </imageobject>
14604               </mediaobject>
14605             </screenshot>
14606           </section>
14607
14608           <section id="IntranetNav">
14609             <title>IntranetNav</title>
14610
14611             <para>Asks: Show the following HTML in the More menu at the top of
14612             each page on the staff client (should be a list of links or
14613             blank)</para>
14614           </section>
14615
14616           <section id="IntranetSlipPrinterJS">
14617             <title>IntranetSlipPrinterJS</title>
14618
14619             <para>Asks: Use the following JavaScript for printing
14620             slips.</para>
14621
14622             <para>Description:</para>
14623
14624             <itemizedlist>
14625               <listitem>
14626                 <para>The most logical use of this preference is in
14627                 conjunction with the <ulink url="http://jsprintsetup.mozdev.org/">jsPrintSetup</ulink>
14628                 Firefox add-on. Learn more about this preference and the
14629                 add-on setup on the Koha wiki at <ulink url="http://wiki.koha-community.org/wiki/Setting_up_slip_printer_to_print_silently">http://wiki.koha-community.org/wiki/Setting_up_slip_printer_to_print_silently</ulink>.</para>
14630               </listitem>
14631             </itemizedlist>
14632           </section>
14633
14634           <section id="intranetstylesheet">
14635             <title>intranetstylesheet</title>
14636
14637             <para>Asks: Use the CSS stylesheet ___ on all pages in the staff interface, instead of
14638               the default css (used when leaving this field blank). </para>
14639
14640             <para>Description:</para>
14641
14642             <itemizedlist>
14643               <listitem>
14644                 <para>The Intranetstylesheet preference is a layout and design feature for the
14645                   intranet or staff client. This preference allows a library to customize the
14646                   appearance of the Staff Client. Enter just a filename, a full local path or a
14647                   complete URL starting with http:// (if the file lives on a remote server). Please
14648                   note that if you just enter a filename, the file should be in the css subdirectory
14649                   for each active theme and language within the Koha templates directory. A full
14650                   local path is expected to start from your HTTP document root. </para>
14651               </listitem>
14652             </itemizedlist>
14653           </section>
14654
14655           <section id="IntranetUserCSS">
14656             <title>IntranetUserCSS</title>
14657
14658             <para>Asks: Include the following CSS on all pages in the staff
14659             client</para>
14660           </section>
14661
14662           <section id="intranetuserjs">
14663             <title>IntranetUserJS</title>
14664
14665             <para>Asks: Include the following JavaScript on all pages in the
14666             staff interface</para>
14667
14668             <para>Description:</para>
14669
14670             <itemizedlist>
14671               <listitem>
14672                 <para>This preference allows the administrator to enter
14673                 JavaScript or JQuery that will be embedded across all pages of
14674                 the Staff Client. Administrators may use this preference to
14675                 customize some of the interactive sections of Koha,
14676                 customizing the text for the login prompts, for example.
14677                 Sample JQuery scripts used by Koha libraries can be found on
14678                 the wiki: <ulink url="http://wiki.koha-community.org/wiki/JQuery_Library">http://wiki.koha-community.org/wiki/JQuery_Library</ulink>.</para>
14679               </listitem>
14680             </itemizedlist>
14681           </section>
14682
14683           <section id="SlipCSS">
14684             <title>SlipCSS</title>
14685
14686             <para>Asks: Include the stylesheet at ___ on Issue and Reserve
14687             Slips.<important>
14688                 <para>This should be a complete URL, starting with
14689                 http://</para>
14690               </important></para>
14691
14692             <para>Description:</para>
14693
14694             <itemizedlist>
14695               <listitem>
14696                 <para>If you would like to style your receipts or slips with a
14697                 consistent set of fonts and colors you can use this preference
14698                 to point Koha to a stylesheet specifically for your
14699                 slips.</para>
14700               </listitem>
14701             </itemizedlist>
14702           </section>
14703
14704           <section id="StaffAuthorisedValueImages">
14705             <title>StaffAuthorisedValueImages</title>
14706
14707             <para>Default: Show</para>
14708
14709             <para>Asks: ___ images for authorized values (such as lost
14710             statuses and locations) in search results.</para>
14711
14712             <para>Values:</para>
14713
14714             <itemizedlist>
14715               <listitem>
14716                 <para>Don't show</para>
14717               </listitem>
14718
14719               <listitem>
14720                 <para>Show</para>
14721               </listitem>
14722             </itemizedlist>
14723           </section>
14724
14725           <section id="staffClientBaseURL">
14726             <title>staffClientBaseURL</title>
14727
14728             <para>Asks: The staff client is located at http:// ___</para>
14729           </section>
14730
14731           <section id="template">
14732             <title>template</title>
14733
14734             <para>Default: prog</para>
14735
14736             <para>Asks: Use the ___ theme on the staff interface.</para>
14737
14738             <para>Values:</para>
14739
14740             <itemizedlist>
14741               <listitem>
14742                 <para>prog</para>
14743               </listitem>
14744             </itemizedlist>
14745             <important>
14746               <para>Do not include a trailing slash in the URL this will break links created using
14747                 this URL.  (example: www.google.com not www.google.com/)</para>
14748             </important>
14749           </section>
14750
14751           <section id="XSLTDetailsDisplay">
14752             <title>XSLTDetailsDisplay</title>
14753
14754             <para>Default: default</para>
14755
14756             <para>Asks: Display details in the staff client using XSLT
14757             stylesheet at ___</para>
14758
14759             <para>Values:</para>
14760
14761             <itemizedlist>
14762               <listitem>
14763                 <para>leave empty to not use the XSLT stylesheet</para>
14764
14765                 <itemizedlist>
14766                   <listitem>
14767                     <para>In previous versions of Koha this was the setting
14768                     that read 'normally'</para>
14769
14770                     <screenshot>
14771                       <screeninfo>Detail display without XSLT
14772                       stylesheets</screeninfo>
14773
14774                       <mediaobject>
14775                         <imageobject>
14776                           <imagedata fileref="images/admin/globalprefs/XSLTDetailsDisplay-off.png"/>
14777                         </imageobject>
14778                       </mediaobject>
14779                     </screenshot>
14780                   </listitem>
14781                 </itemizedlist>
14782               </listitem>
14783
14784               <listitem>
14785                 <para>enter "default" for the default one</para>
14786
14787                 <screenshot>
14788                   <screeninfo>Detail display using XSLT
14789                   stylesheets</screeninfo>
14790
14791                   <mediaobject>
14792                     <imageobject>
14793                       <imagedata fileref="images/admin/globalprefs/XSLTDetailsDisplay-on.png"/>
14794                     </imageobject>
14795                   </mediaobject>
14796                 </screenshot>
14797               </listitem>
14798
14799               <listitem>
14800                 <para>put a path to define a XSLT file</para>
14801
14802                 <itemizedlist>
14803                   <listitem>
14804                     <para>ex: /path/to/koha/and/your/stylesheet.xsl</para>
14805                   </listitem>
14806
14807                   <listitem>
14808                     <para>If in a multi-language system you can enter
14809                     {langcode} in the path to tell Koha to look in the right
14810                     language folder</para>
14811
14812                     <itemizedlist>
14813                       <listitem>
14814                         <para>ex:
14815                         /home/koha/src/koha-tmpl/intranet-tmpl/prog/{langcode}/xslt/intranetDetail.xsl</para>
14816                       </listitem>
14817
14818                       <listitem>
14819                         <para>ex.
14820                         http://mykoha.org/{langcode}/stylesheet.xsl</para>
14821                       </listitem>
14822                     </itemizedlist>
14823                   </listitem>
14824                 </itemizedlist>
14825               </listitem>
14826
14827               <listitem>
14828                 <para>put an URL for an external specific stylesheet</para>
14829
14830                 <itemizedlist>
14831                   <listitem>
14832                     <para>ex: http://mykoha.org/stylesheet.xsl</para>
14833                   </listitem>
14834                 </itemizedlist>
14835               </listitem>
14836             </itemizedlist>
14837
14838             <para>Description:</para>
14839
14840             <itemizedlist>
14841               <listitem>
14842                 <para>XSLT stylesheets allow for the customization of the
14843                 details shows on the screen when viewing a bib record. This
14844                 preference will allow you either use the default look that
14845                 comes with Koha or design your own stylesheet.</para>
14846               </listitem>
14847             </itemizedlist>
14848           </section>
14849
14850           <section id="XSLTResultsDisplay">
14851             <title>XSLTResultsDisplay</title>
14852
14853             <para>Default: default</para>
14854
14855             <para>Asks: Display results in the staff client using XSLT
14856             stylesheet at ___</para>
14857
14858             <para>Values:</para>
14859
14860             <itemizedlist>
14861               <listitem>
14862                 <para>leave empty to not use the XSLT stylesheet</para>
14863
14864                 <itemizedlist>
14865                   <listitem>
14866                     <para>In previous versions of Koha this was the setting
14867                     that read 'normally'</para>
14868                   </listitem>
14869                 </itemizedlist>
14870               </listitem>
14871
14872               <listitem>
14873                 <para>enter "default" for the default one</para>
14874               </listitem>
14875
14876               <listitem>
14877                 <para>put a path to define a XSLT file</para>
14878
14879                 <itemizedlist>
14880                   <listitem>
14881                     <para>ex: /path/to/koha/and/your/stylesheet.xsl</para>
14882                   </listitem>
14883
14884                   <listitem>
14885                     <para>If in a multi-language system you can enter
14886                     {langcode} in the path to tell Koha to look in the right
14887                     language folder</para>
14888
14889                     <itemizedlist>
14890                       <listitem>
14891                         <para>ex:
14892                         /home/koha/src/koha-tmpl/intranet-tmpl/prog/{langcode}/xslt/intranetDetail.xsl</para>
14893                       </listitem>
14894
14895                       <listitem>
14896                         <para>ex.
14897                         http://mykoha.org/{langcode}/stylesheet.xsl</para>
14898                       </listitem>
14899                     </itemizedlist>
14900                   </listitem>
14901                 </itemizedlist>
14902               </listitem>
14903
14904               <listitem>
14905                 <para>put an URL for an external specific stylesheet</para>
14906
14907                 <itemizedlist>
14908                   <listitem>
14909                     <para>ex: http://mykoha.org/stylesheet.xsl</para>
14910                   </listitem>
14911                 </itemizedlist>
14912               </listitem>
14913             </itemizedlist>
14914
14915             <para>Description:</para>
14916
14917             <itemizedlist>
14918               <listitem>
14919                 <para>XSLT stylesheets allow for the customization of the
14920                 details shows on the screen when viewing the search results.
14921                 This preference will allow you either use the default look
14922                 that comes with Koha or design your own stylesheet.</para>
14923               </listitem>
14924             </itemizedlist>
14925           </section>
14926         </section>
14927
14928         <section id="staffoptsprefs">
14929           <title>Options</title>
14930
14931           <section id="HidePatronName">
14932             <title>HidePatronName</title>
14933
14934             <para>Default: Show</para>
14935
14936             <para>Asks: ___ the names of patrons that have items checked out
14937             or on hold on detail pages or the "Place Hold" screen.</para>
14938
14939             <para>Values:</para>
14940
14941             <itemizedlist>
14942               <listitem>
14943                 <para>Don't show</para>
14944               </listitem>
14945
14946               <listitem>
14947                 <para>Show</para>
14948               </listitem>
14949             </itemizedlist>
14950           </section>
14951
14952           <section id="intranetbookbag">
14953             <title>intranetbookbag</title>
14954
14955             <para>Default: Show</para>
14956
14957             <para>Asks: ___ the cart option in the staff client.</para>
14958
14959             <para>Values:</para>
14960
14961             <itemizedlist>
14962               <listitem>
14963                 <para>Don't show</para>
14964               </listitem>
14965
14966               <listitem>
14967                 <para>Show</para>
14968               </listitem>
14969             </itemizedlist>
14970           </section>
14971           <section id="StaffDetailItemSelection ">
14972             <title>StaffDetailItemSelection</title>
14973             <para>Default: Enable</para>
14974             <para>Asks: ___  item selection in record detail page. </para>
14975             <para>Values:<itemizedlist>
14976                 <listitem>
14977                   <para>Disable</para>
14978                 </listitem>
14979                 <listitem>
14980                   <para>Enable</para>
14981                 </listitem>
14982               </itemizedlist></para>
14983             <para>Description:<itemizedlist>
14984                 <listitem>
14985                   <para>This preference lets you choose to show (or not show) checkboxes to the left
14986                     of every item in the holdings tab on the detail display of a record in the staff
14987                     client. Showing these checkboxes allows the staff members to select multiple
14988                     items to edit or delete at once.</para>
14989                   <screenshot>
14990                       <screeninfo>Items with the checkboxes enabled</screeninfo>
14991                       <mediaobject>
14992                         <imageobject>
14993                           <imagedata fileref="images/admin/globalprefs/StaffDetailItemSelection.png"
14994                           />
14995                         </imageobject>
14996                       </mediaobject>
14997                     </screenshot>
14998                 </listitem>
14999               </itemizedlist></para>
15000           </section>
15001           <section id="UseWYSIWYGinSystemPreferences">
15002             <title>UseWYSIWYGinSystemPreferences</title>
15003             <para>Default: Don't show</para>
15004             <para>Asks: ___ WYSIWYG editor when editing certain HTML system preferences.</para>
15005             <para>Values:<itemizedlist>
15006                 <listitem>
15007                   <para>Don't show</para>
15008                 </listitem>
15009                 <listitem>
15010                   <para>Show<screenshot>
15011                       <screeninfo>WYSIWYG Editor in Sys Prefs</screeninfo>
15012                       <mediaobject>
15013                         <imageobject>
15014                           <imagedata
15015                             fileref="images/admin/globalprefs/UseWYSIWYGinSystemPreferences.png"/>
15016                         </imageobject>
15017                       </mediaobject>
15018                     </screenshot></para>
15019                 </listitem>
15020               </itemizedlist></para>
15021             <para>Description:<itemizedlist>
15022                 <listitem>
15023                   <para>This preference allows you to chang system preferences with HTML in them to
15024                     WYSIWYG editors instead of plain text boxes.</para>
15025                 </listitem>
15026               </itemizedlist></para>
15027           </section>
15028
15029           <section id="viewISBD">
15030             <title>viewISBD</title>
15031
15032             <para>Default: Allow</para>
15033
15034             <para>Asks: ___ staff to view records in ISBD form on the staff
15035             client.</para>
15036
15037             <para>Values:</para>
15038
15039             <itemizedlist>
15040               <listitem>
15041                 <para>Allow</para>
15042               </listitem>
15043
15044               <listitem>
15045                 <para>Don't allow</para>
15046               </listitem>
15047             </itemizedlist>
15048           </section>
15049
15050           <section id="viewLabeledMARC">
15051             <title>viewLabeledMARC</title>
15052
15053             <para>Default: Allow</para>
15054
15055             <para>Asks: ___ staff to view records in labeled MARC form on the
15056             staff client.</para>
15057
15058             <para>Values:</para>
15059
15060             <itemizedlist>
15061               <listitem>
15062                 <para>Allow</para>
15063               </listitem>
15064
15065               <listitem>
15066                 <para>Don't allow</para>
15067               </listitem>
15068             </itemizedlist>
15069           </section>
15070
15071           <section id="viewMARC">
15072             <title>viewMARC</title>
15073
15074             <para>Default: Allow</para>
15075
15076             <para>Asks: ___ staff to view records in plain MARC form on the
15077             staff client.</para>
15078
15079             <para>Values:</para>
15080
15081             <itemizedlist>
15082               <listitem>
15083                 <para>Allow</para>
15084               </listitem>
15085
15086               <listitem>
15087                 <para>Don't allow</para>
15088               </listitem>
15089             </itemizedlist>
15090           </section>
15091         </section>
15092       </section>
15093       <section id="toolsprefs">
15094         <title>Tools</title>
15095         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Global System
15096           Preferences &gt; Tools</para>
15097         <section id="batchitemodprefs">
15098           <title>Batch Item Modification</title>
15099           <para>These preferences are in reference to the <link linkend="batchmodifyitems">Batch
15100               Item Modification</link> tool.</para>
15101           <section id="MaxItemsForBatch">
15102             <title>MaxItemsForBatch</title>
15103             <para>Default: 1000</para>
15104             <para>Asks: Process up to ___ items in a single modification or deletion batch. </para>
15105             <para>Description:<itemizedlist>
15106                 <listitem>
15107                   <para>In the <link linkend="batchdeleteitems">batch item delete tool</link> this
15108                     will prevent the display of more than the items you entered in this preference,
15109                     but you will be able to delete more than the number you enter here. In the <link
15110                       linkend="batchmodifyitems">batch item modification tool</link> this preference
15111                     will prevent the editing of more than the number entered here.</para>
15112                 </listitem>
15113               </itemizedlist></para>
15114           </section>
15115         </section>
15116         <section id="newstoolprefs">
15117           <title>News</title>
15118           <section id="NewsAuthorDisplay">
15119             <title>NewsAuthorDisplay</title>
15120             <para>Default: not at all</para>
15121             <para>Asks: Show the author for news items: ___</para>
15122             <para>Values:<itemizedlist>
15123                 <listitem>
15124                   <para>Both OPAC and staff client</para>
15125                 </listitem>
15126                 <listitem>
15127                   <para>Not at all</para>
15128                 </listitem>
15129                 <listitem>
15130                   <para>OPAC only</para>
15131                 </listitem>
15132                 <listitem>
15133                   <para>Staff client only</para>
15134                 </listitem>
15135               </itemizedlist></para>
15136           </section>
15137         </section>
15138         <section id="patcardprefs">
15139           <title>Patron Cards</title>
15140           <para>These preferences are in reference to the <link linkend="patroncardcreator">Patron
15141               Card Creator</link> tool.</para>
15142           <section id="ImageLimit">
15143             <title>ImageLimit</title>
15144             <para>Asks: Limit the number of creator images stored in the database to ___
15145               images.</para>
15146           </section>
15147         </section>
15148       </section>
15149
15150       <section id="webserviceprefs">
15151         <title>Web Services</title>
15152
15153         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
15154         Global System Preferences &gt; Web Services</para>
15155         <section id="idref">
15156           <title>IdRef</title>
15157           <para>Default: Disable</para>
15158           <para>Asks: ___ the IdRef webservice from the opac detail page.  IdRef allows to request
15159             authorities from the Sudoc database. </para>
15160           <para>Values:<itemizedlist>
15161               <listitem>
15162                 <para>Disable</para>
15163               </listitem>
15164               <listitem>
15165                 <para>Enable</para>
15166               </listitem>
15167             </itemizedlist></para>
15168           <para>Description:<itemizedlist>
15169               <listitem>
15170                 <para>IdRef is a French service for Sudoc autorities. Using the <ulink
15171                     url="http://www.sudoc.abes.fr/">Sudoc database</ulink>, it allows to request /
15172                   modify / add authorities. If a record comes from the Sudoc (so 009 is filled with
15173                   an integer), at the OPAC you will see "Author: Idref" if a 7..$3 (unimarc author)
15174                   if filled with a ppn. On clicking on the Idref link, a popup will display. <screenshot>
15175                     <screeninfo>IdRef link</screeninfo>
15176                     <mediaobject>
15177                       <imageobject>
15178                         <imagedata fileref="images/admin/globalprefs/idref1.png"/>
15179                       </imageobject>
15180                     </mediaobject>
15181                   </screenshot></para>
15182                 <para>The Idref webservice is requested and all records (by roles) for this author
15183                   will be displayed<screenshot>
15184                     <screeninfo>Sudoc</screeninfo>
15185                     <mediaobject>
15186                       <imageobject>
15187                         <imagedata fileref="images/admin/globalprefs/idref2.png"/>
15188                       </imageobject>
15189                     </mediaobject>
15190                   </screenshot></para>
15191                 <para>There is 1 line / record and 2 links at the end. 1 will request Koha
15192                   (cgi-bin/koha/opac-search.pl?q=ident:003381862), the other one will redirect to
15193                   the sudoc page (http://www.sudoc.fr/003381862).</para>
15194               </listitem>
15195               <listitem>
15196                 <para>
15197                   <important>
15198                     <para>Please note that this feature is available only for libraries using
15199                       UNIMARC. </para>
15200                   </important>
15201                 </para>
15202               </listitem>
15203               <listitem>
15204                 <note>
15205                   <para>The French Sudoc database should not be confused with the US Superintendent
15206                     of Documents (SuDocs) Classification Scheme.</para>
15207                 </note>
15208               </listitem>
15209             </itemizedlist></para>
15210         </section>
15211
15212         <section id="ilsdiprefs">
15213           <title>ILS-DI</title>
15214
15215           <para/>
15216
15217           <section id="ILS-DI">
15218             <title>ILS-DI</title>
15219
15220             <para>Default: Disable</para>
15221
15222             <para>Asks: ___ ILS-DI services for OPAC users</para>
15223
15224             <para>Values:</para>
15225
15226             <itemizedlist>
15227               <listitem>
15228                 <para>Disable</para>
15229               </listitem>
15230
15231               <listitem>
15232                 <para>Enable</para>
15233               </listitem>
15234             </itemizedlist>
15235           </section>
15236
15237           <section id="ILS-DIAuthorized_IPs">
15238             <title>ILS-DI:AuthorizedIPs</title>
15239
15240             <para>Asks: ___ allowed IPs to use the ILS-DI services</para>
15241           </section>
15242         </section>
15243
15244         <section id="oaiprefs">
15245           <title>OAI-PMH</title>
15246
15247           <section id="OAI-PMH">
15248             <title>OAI-PMH</title>
15249
15250             <para>Default: Disable</para>
15251
15252             <para>Asks: ___ Koha's OAI-PMH server.</para>
15253
15254             <para>Values:</para>
15255
15256             <itemizedlist>
15257               <listitem>
15258                 <para>Disable</para>
15259               </listitem>
15260
15261               <listitem>
15262                 <para>Enable</para>
15263               </listitem>
15264             </itemizedlist>
15265
15266             <para>Description:</para>
15267
15268             <itemizedlist>
15269               <listitem>
15270                 <para>Once enabled you can visit http://YOURKOHACATALOG/cgi-bin/koha/oai.pl to see
15271                   your file. For the Open Archives Initiative-Protocol for Metadata Harvesting
15272                   (OAI-PMH) there are two groups of 'participants': Data Providers and Service
15273                   Providers. Data Providers (open archives, repositories) provide free access to
15274                   metadata, and may, but do not necessarily, offer free access to full texts or
15275                   other resources. OAI-PMH provides an easy to implement, low barrier solution for
15276                   Data Providers. Service Providers use the OAI interfaces of the Data Providers to
15277                   harvest and store metadata. Note that this means that there are no live search
15278                   requests to the Data Providers; rather, services are based on the harvested data
15279                   via OAI-PMH. Koha at present can only act as a Data Provider. It can not harvest
15280                   from other repositories. The biggest stumbling block to having Koha harvest from
15281                   other repositories is that MARC is the only metadata format that Koha indexes
15282                   natively. Visit <ulink url="http://www.oaforum.org/tutorial/english/page3.htm"
15283                     >http://www.oaforum.org/tutorial/english/page3.htm</ulink> for diagrams of how
15284                   OAI-PMH works.</para>
15285               </listitem>
15286             </itemizedlist>
15287
15288             <para>Learn more about OAI-PMH at: <ulink url="http://www.openarchives.org/pmh/">http://www.openarchives.org/pmh/</ulink></para>
15289           </section>
15290
15291           <section id="OAI-PMHarchiveID">
15292             <title>OAI-PMH:archiveID</title>
15293
15294             <para>Default: KOHA-OAI-TEST</para>
15295
15296             <para>Asks: Identify records at this site with the prefix ___
15297             :</para>
15298           </section>
15299
15300           <section id="OAI-PMHAutoUpdateSets">
15301             <title>OAI-PMH:AutoUpdateSets</title>
15302
15303             <para>Default: Disable</para>
15304
15305             <para>Asks: ___ automatic update of OAI-PMH sets when a
15306             bibliographic record is created or updated.</para>
15307
15308             <para>Values:</para>
15309
15310             <itemizedlist>
15311               <listitem>
15312                 <para>Disable</para>
15313               </listitem>
15314
15315               <listitem>
15316                 <para>Enable</para>
15317               </listitem>
15318             </itemizedlist>
15319           </section>
15320
15321           <section id="OAI-PMHConfFile">
15322             <title>OAI-PMH:ConfFile</title>
15323
15324             <para>If this preference is left empty, Koha's OAI Server operates
15325             in normal mode, otherwise it operates in extended mode. In
15326             extended mode, it's possible to parameter other formats than
15327             marcxml or Dublin Core. OAI-PMH:ConfFile specify a YAML
15328             configuration file which list available metadata formats and XSL
15329             file used to create them from marcxml records.</para>
15330
15331             <para>For more information, see the <link linkend="oaiconfsample">sample conf file</link> in the
15332             appendix.</para>
15333           </section>
15334           <section id="OAI-PMHDeletedRecord">
15335             <title>OAI-PMH:DeletedRecord</title>
15336             <para>Default: will never be emptied or truncated (persistent)</para>
15337             <para>Asks: Koha's deletedbiblio table ___</para>
15338             <para>Values:<itemizedlist>
15339                 <listitem>
15340                   <para>will never have any data in it (no)</para>
15341                 </listitem>
15342                 <listitem>
15343                   <para>will never be emptied or truncated (persistent)</para>
15344                 </listitem>
15345                 <listitem>
15346                   <para>might be emptied or truncated at some point (transient)</para>
15347                 </listitem>
15348               </itemizedlist></para>
15349           </section>
15350
15351           <section id="OAI-PMHMaxCount">
15352             <title>OAI-PMH:MaxCount</title>
15353
15354             <para>Default: 50</para>
15355
15356             <para>Asks: Only return ___ records at a time in response to a
15357             ListRecords or ListIdentifiers query.</para>
15358
15359             <para>Description:</para>
15360
15361             <itemizedlist>
15362               <listitem>
15363                 <para>This is the maximum number of records that would be
15364                 returned based on ListRecord or ListIdentifier queries from
15365                 harvesters. ListRecords harvest the entire records while the
15366                 ListIdentifier is an abbreviated form of ListRecords,
15367                 retrieving only headers rather than records.</para>
15368               </listitem>
15369             </itemizedlist>
15370           </section>
15371         </section>
15372         <section id="reportingservice">
15373           <title>Reporting</title>
15374           <section id="SvcMaxReportRows">
15375             <title>SvcMaxReportRows</title>
15376             <para>Default: 10</para>
15377             <para>Asks: Only return ___ rows of a report requested via the reports web
15378               service.</para>
15379             <para>Description:<itemizedlist>
15380                 <listitem>
15381                   <para>This value will be used to limit the number of results returned by <link linkend="publicreport">public reports</link>.</para>
15382                 </listitem>
15383               </itemizedlist></para>
15384           </section>
15385         </section>
15386       </section>
15387     </section>
15388
15389     <section id="basicparams">
15390       <title>Basic Parameters</title>
15391
15392       <para><emphasis>Get there:</emphasis> More &gt; Administration</para>
15393
15394       <important>
15395         <para>Configure all 'parameters' in the order they appear.</para>
15396       </important>
15397
15398       <section id="libsgroups">
15399         <title>Libraries &amp; Groups</title>
15400
15401         <para>When setting up your Koha system you will want to add
15402         information for every library that will be sharing your system. This
15403         data is used in several areas of Koha.</para>
15404
15405         <itemizedlist>
15406           <listitem>
15407             <para><emphasis>Get there:</emphasis> More &gt; Administration
15408             &gt; Basic Parameters &gt; Libraries and Groups</para>
15409           </listitem>
15410         </itemizedlist>
15411
15412         <para>When visiting this page you are presented with a list of the
15413         libraries and groups that have already been added to the
15414         system.</para>
15415
15416         <screenshot>
15417           <screeninfo>Library List</screeninfo>
15418
15419           <mediaobject>
15420             <imageobject>
15421               <imagedata fileref="images/admin/basicparams/librarylist.png"/>
15422             </imageobject>
15423           </mediaobject>
15424         </screenshot>
15425
15426         <screenshot>
15427           <screeninfo>Group Lists</screeninfo>
15428
15429           <mediaobject>
15430             <imageobject>
15431               <imagedata fileref="images/admin/basicparams/grouplists.png"/>
15432             </imageobject>
15433           </mediaobject>
15434         </screenshot>
15435
15436         <section id="addingalibrary">
15437           <title>Adding a Library</title>
15438
15439           <para>To add a new library:</para>
15440
15441           <itemizedlist>
15442             <listitem>
15443               <para>Click 'New Library'</para>
15444             </listitem>
15445
15446             <listitem>
15447               <para>The top of the form asks for some basics about the
15448               library</para>
15449
15450               <screenshot>
15451                 <screeninfo>Basic Library Info</screeninfo>
15452
15453                 <mediaobject>
15454                   <imageobject>
15455                     <imagedata fileref="images/admin/basicparams/newlibrary.png"/>
15456                   </imageobject>
15457                 </mediaobject>
15458               </screenshot>
15459
15460               <itemizedlist>
15461                 <listitem>
15462                   <para>The library code should not contain any spaces and be
15463                   10 or fewer characters. This code will be used as a unique
15464                   identifier in the database.</para>
15465                 </listitem>
15466
15467                 <listitem>
15468                   <para>The name will be displayed on the OPAC wherever the
15469                   library name displays to the public and should be a name
15470                   that makes sense to your patrons.</para>
15471                 </listitem>
15472
15473                 <listitem>
15474                   <para>If you have <link linkend="addinglibgroup">groups</link> set up you can choose
15475                   what group this library belongs to after entering in the
15476                   code and name</para>
15477                 </listitem>
15478               </itemizedlist>
15479             </listitem>
15480
15481             <listitem>
15482               <para>Next you can enter basic contact info about the
15483               branch</para>
15484
15485               <screenshot>
15486                 <screeninfo>Library Contact Info</screeninfo>
15487
15488                 <mediaobject>
15489                   <imageobject>
15490                     <imagedata fileref="images/admin/basicparams/librarycontact.png"/>
15491                   </imageobject>
15492                 </mediaobject>
15493               </screenshot>
15494
15495               <itemizedlist>
15496                 <listitem>
15497                   <para>The address and contact fields can be used to make
15498                   notices custom for each library</para>
15499                 </listitem>
15500
15501                 <listitem>
15502                   <para>The email address field is not required, but it should
15503                   be filled for every library in your system</para>
15504
15505                   <itemizedlist>
15506                     <listitem>
15507                       <important>
15508                         <para>Be sure to enter a library email address to make
15509                         sure that notices are sent to and from the right
15510                         address</para>
15511                       </important>
15512                     </listitem>
15513                   </itemizedlist>
15514                 </listitem>
15515
15516                 <listitem>
15517                   <para>If you'd like you can enter a different 'Reply-To' email address. This is
15518                     the email address that all replies will go to.<itemizedlist>
15519                       <listitem>
15520                         <para>
15521                           <note>
15522                             <para>If you do not fill in this value Koha will use the address in the
15523                                 <link linkend="ReplytoDefault">ReplytoDefault</link>
15524                               preference</para>
15525                           </note>
15526                         </para>
15527                       </listitem>
15528                     </itemizedlist></para>
15529                 </listitem>
15530                 <listitem>
15531                   <para>If you'd like you can also enter a different 'Return-Path' email address.
15532                     This is the email address that all bounced messages will go to.<itemizedlist>
15533                       <listitem>
15534                         <note>
15535                           <para>If you do not fill in this value Koha will use the address in the
15536                               <link linkend="ReturnpathDefault">ReturnpathDefault</link>
15537                             preference</para>
15538                         </note>
15539                       </listitem>
15540                     </itemizedlist></para>
15541                 </listitem>
15542                 <listitem>
15543                   <para>If the URL field is populated then the library name will be linked in the
15544                     holdings table on the OPAC</para>
15545                   <screenshot>
15546                     <screeninfo>Linked Library Name</screeninfo>
15547                     <mediaobject>
15548                       <imageobject>
15549                         <imagedata fileref="images/admin/basicparams/librarylink.png"/>
15550                       </imageobject>
15551                     </mediaobject>
15552                   </screenshot>
15553                 </listitem>
15554
15555                 <listitem>
15556                   <para>The OPAC Info box is for you to put information about
15557                   the library that will appear in the OPAC when the branch
15558                   name is moused over in the holdings table</para>
15559
15560                   <screenshot>
15561                     <screeninfo>OPAC Info</screeninfo>
15562
15563                     <mediaobject>
15564                       <imageobject>
15565                         <imagedata fileref="images/admin/basicparams/opacinfo.png"/>
15566                       </imageobject>
15567                     </mediaobject>
15568                   </screenshot>
15569                 </listitem>
15570
15571                 <listitem>
15572                   <para>IP Address does not have be filled in unless you plan
15573                   on limiting access to your staff client to a specific IP
15574                   Address</para>
15575
15576                   <itemizedlist>
15577                     <listitem>
15578                       <important>
15579                         <para>An IP address is required if you have enabled
15580                         <link linkend="AutoLocation">AutoLocation</link></para>
15581                       </important>
15582                     </listitem>
15583                   </itemizedlist>
15584                 </listitem>
15585
15586                 <listitem>
15587                   <para>Finally, if you have any notes you can put them here.
15588                   These will not show in the OPAC</para>
15589                 </listitem>
15590               </itemizedlist>
15591             </listitem>
15592           </itemizedlist>
15593
15594           <note>
15595             <para>Of the fields listed, only 'Library code' and 'Name' are
15596             required</para>
15597           </note>
15598
15599           <para/>
15600         </section>
15601
15602         <section id="editingalibrary">
15603           <title>Editing/Deleting a Library</title>
15604
15605           <para>You will be unable to delete any library that has patrons or
15606           items attached to it.</para>
15607
15608           <screenshot>
15609             <screeninfo>Staff will be presented with a warning when trying to
15610             delete a library that is being used</screeninfo>
15611
15612             <mediaobject>
15613               <imageobject>
15614                 <imagedata fileref="images/admin/basicparams/cannotdeletelibrary.png"/>
15615               </imageobject>
15616             </mediaobject>
15617           </screenshot>
15618
15619           <para>Each library will have an 'Edit' link to the right of it.
15620           Click this link to edit/alter details associated with the library in
15621           question.</para>
15622
15623           <important>
15624             <para>You will be unable to edit the 'Library code'</para>
15625           </important>
15626         </section>
15627
15628         <section id="addinglibgroup">
15629           <title>Adding a group</title>
15630
15631           <para>To add a Search Domain or Library Property Group click the
15632           'New Group' button at the top of the screen</para>
15633
15634           <screenshot>
15635             <screeninfo>Add group form</screeninfo>
15636
15637             <mediaobject>
15638               <imageobject>
15639                 <imagedata fileref="images/admin/basicparams/addlibgroup.png"/>
15640               </imageobject>
15641             </mediaobject>
15642           </screenshot>
15643           <para>Give the group a 'Category type; of 'searchdomain' and if you would like the group
15644             to show up in the library pull down at the top of the OPAC (with  <link
15645               linkend="OpacAddMastheadLibraryPulldown">OpacAddMastheadLibraryPulldown</link> set to
15646             'Add') and on the advanced search page you can check the 'Show in search pulldown'
15647             box.</para>
15648
15649           <para>Of the fields on the group form, 'Category code', 'Name', and 'Category type' are
15650             the only required fields</para>
15651
15652           <section id="searchdomaingroups">
15653             <title>Search Domain Groups</title>
15654
15655             <para>Search Domain Groups allow you to search a group of
15656             libraries at the same time instead of searching just one library
15657             or all libraries.</para>
15658
15659             <screenshot>
15660               <screeninfo>Search Domain Groups</screeninfo>
15661
15662               <mediaobject>
15663                 <imageobject>
15664                   <imagedata fileref="images/admin/basicparams/searchgroup.png"/>
15665                 </imageobject>
15666               </mediaobject>
15667             </screenshot>
15668
15669             <para>To see Search Domain Groups in action visit the staff client
15670             advanced search page in your Koha system:</para>
15671
15672             <screenshot>
15673               <screeninfo>Library group search on staff client</screeninfo>
15674
15675               <mediaobject>
15676                 <imageobject>
15677                   <imagedata fileref="images/admin/basicparams/stafflibgroupsearch.png"/>
15678                 </imageobject>
15679               </mediaobject>
15680             </screenshot>
15681           </section>
15682
15683           <section id="libpropertygroups">
15684             <title>Library Property Groups</title>
15685
15686             <para>You can assign specific categories to your libraries by
15687             adding groups for them</para>
15688
15689             <screenshot>
15690               <screeninfo>Library Property Groups</screeninfo>
15691
15692               <mediaobject>
15693                 <imageobject>
15694                   <imagedata fileref="images/admin/basicparams/groupproperties.png"/>
15695                 </imageobject>
15696               </mediaobject>
15697             </screenshot>
15698
15699             <para>Properties are then applied to libraries via the add or edit
15700             library form</para>
15701
15702             <screenshot>
15703               <screeninfo>Groups on the Add/Modify library form</screeninfo>
15704
15705               <mediaobject>
15706                 <imageobject>
15707                   <imagedata fileref="images/admin/basicparams/addlibrarytogroup.png"/>
15708                 </imageobject>
15709               </mediaobject>
15710             </screenshot>
15711           </section>
15712         </section>
15713       </section>
15714
15715       <section id="itemtypeadmin">
15716         <title>Item Types</title>
15717
15718         <para>Koha allows you to organize your collection by item types and
15719         collection codes.</para>
15720
15721         <itemizedlist>
15722           <listitem>
15723             <para><emphasis>Get there:</emphasis> More &gt; Administration
15724             &gt; Basic Parameters &gt; Item Types</para>
15725           </listitem>
15726         </itemizedlist>
15727
15728         <para>Item types typically refer to the material type (book, cd, dvd,
15729         etc), but can be used in any way that works for your library.</para>
15730
15731         <screenshot>
15732           <screeninfo>Item Types</screeninfo>
15733
15734           <mediaobject>
15735             <imageobject>
15736               <imagedata fileref="images/admin/basicparams/itemtypes.png"/>
15737             </imageobject>
15738           </mediaobject>
15739         </screenshot>
15740
15741         <section id="additemtype">
15742           <title>Adding Item Types</title>
15743
15744           <para>To add a new item type, simply click the 'New Item Type'
15745           button at the top of the Item Types page.</para>
15746
15747           <screenshot>
15748             <screeninfo>New Item Type</screeninfo>
15749
15750             <mediaobject>
15751               <imageobject>
15752                 <imagedata fileref="images/admin/basicparams/additemtype.png"/>
15753               </imageobject>
15754             </mediaobject>
15755           </screenshot>
15756
15757           <itemizedlist>
15758             <listitem>
15759               <para>In the 'Item Type' field, enter a short code for your item
15760               type</para>
15761             </listitem>
15762
15763             <listitem>
15764               <para>The description is the plain text definition of the item type (for those with
15765                 multiple languages installed you can translate the item type description in to all
15766                 of those languages using the 'Translate in to other languages' link)</para>
15767             </listitem>
15768             <listitem>
15769               <para>Item types and can grouped together for searching at the same time. For example
15770                 you can put DVDs and Bluray in to a group called Movie and then they can be searched
15771                 together. These groups are defined in the ITEMTYPECAT authorized value.</para>
15772             </listitem>
15773
15774             <listitem>
15775               <para>You can choose to have an image associated with your item
15776               type</para>
15777
15778               <itemizedlist>
15779                 <listitem>
15780                   <para>You can choose from a series of image
15781                   collections</para>
15782                 </listitem>
15783
15784                 <listitem>
15785                   <para>You can link to a remote image</para>
15786                 </listitem>
15787
15788                 <listitem>
15789                   <para>Or you can just have no image associated with the item
15790                   type</para>
15791                 </listitem>
15792
15793                 <listitem>
15794                   <important>
15795                     <para>To have your item type images appear in the OPAC you
15796                     need to set noItemTypeImages to 'Show'</para>
15797                   </important>
15798
15799                   <itemizedlist>
15800                     <listitem>
15801                       <para><emphasis>Get there: </emphasis>More &gt;
15802                       Administration &gt; Global System Preferences &gt; <link linkend="adminprefs">Admin</link></para>
15803                     </listitem>
15804                   </itemizedlist>
15805                 </listitem>
15806               </itemizedlist>
15807             </listitem>
15808             <listitem>
15809               <para>For items that you are suppressing from the OPAC you can hide their item type
15810                 from being searched in the OPAC</para>
15811             </listitem>
15812
15813             <listitem>
15814               <para>For items that do not circulate, check the 'Not for loan'
15815               options</para>
15816
15817               <itemizedlist>
15818                 <listitem>
15819                   <para>Items marked 'Not for loan' will appear in the
15820                   catalog, but cannot be checked out to patrons</para>
15821                 </listitem>
15822               </itemizedlist>
15823             </listitem>
15824
15825             <listitem>
15826               <para id="rentalcharge">For items that you charge a rental fee
15827               for, enter the total fee you charge in the 'Rental charge'
15828               field</para>
15829
15830               <itemizedlist>
15831                 <listitem>
15832                   <important>
15833                     <para>Do not enter symbols in this field, only numbers and
15834                     decimal points (ex. $5.00 should be entered as 5 or
15835                     5.00)</para>
15836                   </important>
15837                 </listitem>
15838
15839                 <listitem>
15840                   <para>This will charge the patron on checkout</para>
15841                 </listitem>
15842               </itemizedlist>
15843             </listitem>
15844
15845             <listitem>
15846               <para>If you would like a message or alert to appear when items of this type are
15847                 checked in you can enter that in the 'Checkin message' box</para>
15848               <screenshot>
15849                 <screeninfo>Checkin message setup</screeninfo>
15850                 <mediaobject>
15851                   <imageobject>
15852                     <imagedata fileref="images/admin/basicparams/itemtype-msgsetup.png"/>
15853                   </imageobject>
15854                 </mediaobject>
15855               </screenshot>
15856               <para>
15857                 <itemizedlist>
15858                   <listitem>
15859                     <para>The Checkin message type can be a Message or an Alert.  The only
15860                       difference between these two is the styling. By default a Message is blue </para>
15861                     <screenshot>
15862                       <screeninfo>Checkin Message</screeninfo>
15863                       <mediaobject>
15864                         <imageobject>
15865                           <imagedata fileref="images/admin/basicparams/itemtype-msg.png"/>
15866                         </imageobject>
15867                       </mediaobject>
15868                     </screenshot>
15869                     <para>and an Alert is yellow.</para>
15870                     <screenshot>
15871                         <screeninfo>Checkin Alert</screeninfo>
15872                         <mediaobject>
15873                           <imageobject>
15874                             <imagedata fileref="images/admin/basicparams/itemtype-alert.png"/>
15875                           </imageobject>
15876                         </mediaobject>
15877                       </screenshot>
15878                   </listitem>
15879                 </itemizedlist>
15880               </para>
15881             </listitem>
15882             <listitem>
15883               <para>Some SIP devices need you to use a SIP-specific media type instead of Koha's
15884                 item type (usually lockers and sorters need this media type), if you use a device
15885                 like this you'll want to enter the SIP media type.</para>
15886             </listitem>
15887             <listitem>
15888               <para>When finished, click 'Save Changes'</para>
15889               <itemizedlist>
15890                 <listitem>
15891                   <note>
15892                     <para>All fields, with the exception of the 'Item Type' will be editable from
15893                       the Item Types list</para>
15894                   </note>
15895                 </listitem>
15896               </itemizedlist>
15897             </listitem>
15898
15899             <listitem>
15900               <para>Your new item type will now appear on the list</para>
15901
15902               <screenshot>
15903                 <screeninfo>New DVD Item Type</screeninfo>
15904
15905                 <mediaobject>
15906                   <imageobject>
15907                     <imagedata fileref="images/admin/basicparams/newitemtype.png"/>
15908                   </imageobject>
15909                 </mediaobject>
15910               </screenshot>
15911             </listitem>
15912           </itemizedlist>
15913         </section>
15914
15915         <section id="edititemtype">
15916           <title>Editing Item Types</title>
15917
15918           <para>Each item type has an Edit button beside it. To edit an item
15919           simply click the 'Edit' link.</para>
15920
15921           <important>
15922             <para>You will not be able to edit the code you assigned as the
15923             'Item Type' but you will be able to edit the description for the
15924             item.</para>
15925           </important>
15926         </section>
15927
15928         <section id="deleteitemtype">
15929           <title>Deleting Item Types</title>
15930
15931           <para>Each item has a Delete button beside it. To delete an item,
15932           simply click the 'Delete' link.</para>
15933
15934           <important>
15935             <para>You will not be able to delete item types that are being
15936             used by items within your system.</para>
15937           </important>
15938
15939           <screenshot>
15940             <screeninfo>Warning when you try to delete an item that is in
15941             use</screeninfo>
15942
15943             <mediaobject>
15944               <imageobject>
15945                 <imagedata fileref="images/admin/basicparams/nodeleteitemtype.png"/>
15946               </imageobject>
15947             </mediaobject>
15948           </screenshot>
15949         </section>
15950       </section>
15951
15952       <section id="authorizedvalues">
15953         <title>Authorized Values</title>
15954
15955         <para>Authorized values can be used in several areas of Koha. One
15956         reason you would add an authorized value category would be to control
15957         the values that can be entered into MARC fields by catalogers.</para>
15958
15959         <itemizedlist>
15960           <listitem>
15961             <para><emphasis>Get there:</emphasis> More &gt; Administration
15962             &gt; Basic Parameters &gt; Authorized Values</para>
15963           </listitem>
15964         </itemizedlist>
15965
15966         <section id="existingauthvalues">
15967           <title>Existing Values</title>
15968
15969           <para>Koha installs with pre-defined values that your library is
15970           likely to use, for instance 'Lost'.</para>
15971
15972           <itemizedlist>
15973             <listitem id="asort1">
15974               <para>Asort1</para>
15975               <itemizedlist>
15976                 <listitem>
15977                   <para>Used for acquisitions statistical purposes</para>
15978                 </listitem>
15979               </itemizedlist>
15980             </listitem>
15981
15982             <listitem id="asort2">
15983               <para>Asort2</para>
15984               <itemizedlist>
15985                 <listitem>
15986                   <para>Used for acquisitions statistical purposes</para>
15987                 </listitem>
15988               </itemizedlist>
15989             </listitem>
15990
15991             <listitem id="bornotes">
15992               <para>BOR_NOTES</para>
15993               <itemizedlist>
15994                 <listitem>
15995                   <para>Values for custom patron messages that appear on the circulation screen and
15996                     the OPAC. The value in the Description field should be the message text and is
15997                     limited to 200 characters.</para>
15998                   <screenshot>
15999                     <screeninfo>Borrower messages</screeninfo>
16000                     <mediaobject>
16001                       <imageobject>
16002                         <imagedata fileref="images/admin/basicparams/bor_notes.png"/>
16003                       </imageobject>
16004                     </mediaobject>
16005                   </screenshot>
16006                 </listitem>
16007               </itemizedlist>
16008             </listitem>
16009
16010             <listitem id="bsort1">
16011               <para>Bsort1</para>
16012               <itemizedlist>
16013                 <listitem>
16014                   <para>Values that can be entered to fill in the patron's sort 1 field</para>
16015                 </listitem>
16016               </itemizedlist>
16017             </listitem>
16018
16019             <listitem id="bsort2">
16020               <para>Bsort2</para>
16021               <itemizedlist>
16022                 <listitem>
16023                   <para>Values that can be entered to fill in the patron's sort 2 field</para>
16024                 </listitem>
16025               </itemizedlist>
16026             </listitem>
16027
16028             <listitem id="cartauth">
16029               <para>CART</para>
16030               <itemizedlist>
16031                 <listitem>
16032                   <para>Is the shelving cart location, used by <link linkend="InProcessingToShelvingCart">InProcessingToShelvingCart</link> and
16033                       <link linkend="ReturnToShelvingCart">ReturnToShelvingCart</link></para>
16034                 </listitem>
16035               </itemizedlist>
16036             </listitem>
16037
16038             <listitem id="ccode">
16039               <para>CCODE</para>
16040               <itemizedlist>
16041                 <listitem>
16042                   <para>Collection codes (appears when cataloging and working with items)</para>
16043                 </listitem>
16044               </itemizedlist>
16045             </listitem>
16046
16047             <listitem id="damageauth">
16048               <para>DAMAGED</para>
16049               <itemizedlist>
16050                 <listitem>
16051                   <para>Descriptions for items marked as damaged (appears when cataloging and
16052                     working with items)</para>
16053                 </listitem>
16054               </itemizedlist>
16055             </listitem>
16056
16057             <listitem id="hingsas">
16058               <para>DEPARTMENT<itemizedlist>
16059                   <listitem>
16060                     <para>Departments are required by and will be used in the <link
16061                         linkend="coursereserves">Course Reserves</link> module</para>
16062                   </listitem>
16063                 </itemizedlist></para>
16064             </listitem>
16065             <listitem>
16066               <para>HINGS_AS</para>
16067               <itemizedlist>
16068                 <listitem>
16069                   <para>General Holdings: Acquisition Status Designator :: This data element
16070                     specifies acquisition status for the unit at the time of the holdings
16071                     report.</para>
16072                 </listitem>
16073               </itemizedlist>
16074             </listitem>
16075
16076             <listitem id="hingsc">
16077               <para>HINGS_C</para>
16078               <itemizedlist>
16079                 <listitem>
16080                   <para>General Holdings: Completeness Designator</para>
16081                 </listitem>
16082               </itemizedlist>
16083             </listitem>
16084
16085             <listitem id="hingspf">
16086               <para>HINGS_PF</para>
16087               <itemizedlist>
16088                 <listitem>
16089                   <para>Physical Form Designators</para>
16090                 </listitem>
16091               </itemizedlist>
16092             </listitem>
16093
16094             <listitem id="hingsrd">
16095               <para>HINGS_RD</para>
16096               <itemizedlist>
16097                 <listitem>
16098                   <para>General Holdings: Retention Designator :: This data element specifies the
16099                     retention policy for the unit at the time of the holdings report.</para>
16100                 </listitem>
16101               </itemizedlist>
16102             </listitem>
16103
16104             <listitem id="hingsut">
16105               <para>HINGS_UT</para>
16106               <itemizedlist>
16107                 <listitem>
16108                   <para>General Holdings: Type of Unit Designator</para>
16109                 </listitem>
16110               </itemizedlist>
16111             </listitem>
16112
16113             <listitem id="shelvelocvals">
16114               <para>LOC</para>
16115               <itemizedlist>
16116                 <listitem>
16117                   <para>Shelving location (usually appears when adding or editing an item)</para>
16118                 </listitem>
16119               </itemizedlist>
16120             </listitem>
16121
16122             <listitem id="lost">
16123               <para>LOST</para>
16124               <itemizedlist>
16125                 <listitem>
16126                   <para>Descriptions for the items marked as lost (appears when adding or editing an
16127                     item)</para>
16128                 </listitem>
16129                 <listitem>
16130                   <important>
16131                     <para>Values given to lost statuses should be numeric and not alphabetical in
16132                       order for statuses to appear properly</para>
16133                   </important>
16134                 </listitem>
16135               </itemizedlist>
16136             </listitem>
16137
16138             <listitem id="manualinvvals">
16139               <para>MANUAL_INV</para>
16140               <itemizedlist>
16141                 <listitem>
16142                   <para>Values for manual invoicing types</para>
16143                 </listitem>
16144                 <listitem>
16145                   <para>
16146                     <important>
16147                       <para>The value set as the Authorized Value for the MANUAL_INV authorized
16148                         value category will appear as the Description and the Authorized Value
16149                         Description will be used as the amount. Enter monetary amounts in the
16150                         description without currency symbols.</para>
16151                     </important>
16152                   </para>
16153                 </listitem>
16154               </itemizedlist>
16155             </listitem>
16156
16157             <listitem id="notforloan">
16158               <para>NOT_LOAN</para>
16159               <itemizedlist>
16160                 <listitem>
16161                   <para>Reasons why a title is not for loan</para>
16162                 </listitem>
16163                 <listitem>
16164                   <important>
16165                     <para>Values given to lost statuses should be numeric and not alphabetical in
16166                       order for statuses to appear properly</para>
16167                   </important>
16168                 </listitem>
16169                 <listitem>
16170                   <note>
16171                     <para>Negative number values will still allow holds (use for on order statuses
16172                       for example) where as positive numbers will not allow holds or
16173                       checkouts</para>
16174                   </note>
16175                 </listitem>
16176               </itemizedlist>
16177             </listitem>
16178
16179             <listitem id="procauth">
16180               <para>ORDER_CANCELLATION_REASON<itemizedlist>
16181                   <listitem>
16182                     <para>Reasons why an order might have been cancelled</para>
16183                   </listitem>
16184                 </itemizedlist></para>
16185             </listitem>
16186             <listitem>
16187               <para>PROC</para>
16188               <itemizedlist>
16189                 <listitem>
16190                   <para>The location to be used for <link linkend="NewItemsDefaultLocation"
16191                       >NewItemsDefaultLocation</link> (change description as desired), also the
16192                     location expected by <link linkend="InProcessingToShelvingCart"
16193                       >InProcessingToShelvingCart</link>.</para>
16194                 </listitem>
16195               </itemizedlist>
16196             </listitem>
16197
16198             <listitem id="reportgroup">
16199               <para>REPORT_GROUP</para>
16200               <itemizedlist>
16201                 <listitem>
16202                   <para>A way to sort and filter your reports, the default values in this category
16203                     include the Koha modules (Accounts, Acquitisions, Catalog, Circulation,
16204                     Patrons)</para>
16205                   <screenshot>
16206                     <screeninfo>Report Groups</screeninfo>
16207                     <mediaobject>
16208                       <imageobject>
16209                         <imagedata fileref="images/admin/basicparams/report_group.png"/>
16210                       </imageobject>
16211                     </mediaobject>
16212                   </screenshot>
16213                 </listitem>
16214               </itemizedlist>
16215             </listitem>
16216
16217             <listitem id="reportsubgroup">
16218               <para>REPORT_SUBGROUP</para>
16219               <itemizedlist>
16220                 <listitem>
16221                   <para>Can be used to further sort and filter your reports. This category is empty
16222                     by default. Values here need to include the authorized value code from
16223                     REPORT_GROUP in the Description (OPAC) field to link the subgroup to the
16224                     appropriate group.</para>
16225                   <screenshot>
16226                     <screeninfo>Report Subgroups</screeninfo>
16227                     <mediaobject>
16228                       <imageobject>
16229                         <imagedata fileref="images/admin/basicparams/report_subgroup.png"/>
16230                       </imageobject>
16231                     </mediaobject>
16232                   </screenshot>
16233                 </listitem>
16234               </itemizedlist>
16235             </listitem>
16236
16237             <listitem id="restricted">
16238               <para>RESTRICTED</para>
16239               <itemizedlist>
16240                 <listitem>
16241                   <para>Restricted status of an item</para>
16242                 </listitem>
16243               </itemizedlist>
16244             </listitem>
16245
16246             <listitem id="suggestauthorized">
16247               <para>ROADTYPE<itemizedlist>
16248                   <listitem>
16249                     <para>Road types to be used in patron addresses</para>
16250                   </listitem>
16251                 </itemizedlist></para>
16252             </listitem>
16253             <listitem>
16254               <para>SIP_MEDIA_TYPE<itemizedlist>
16255                   <listitem>
16256                     <para>Used when <link linkend="additemtype">creating</link> or <link
16257                         linkend="edititemtype">editing</link> an item type to assign a SIP specific
16258                       media type for devices like lockers and sorters.</para>
16259                   </listitem>
16260                 </itemizedlist></para>
16261             </listitem>
16262             <listitem>
16263               <para>SUGGEST</para>
16264               <itemizedlist>
16265                 <listitem>
16266                   <para>List of patron suggestion reject or accept reasons (appears when managing
16267                     suggestions)</para>
16268                 </listitem>
16269               </itemizedlist>
16270             </listitem>
16271
16272             <listitem id="withdrawnauth">
16273               <para>WITHDRAWN</para>
16274               <itemizedlist>
16275                 <listitem>
16276                   <para>Description of a withdrawn item (appears when adding or editing an
16277                     item)</para>
16278                 </listitem>
16279               </itemizedlist>
16280             </listitem>
16281
16282             <listitem id="yesnoauth">
16283               <para>YES_NO</para>
16284               <itemizedlist>
16285                 <listitem>
16286                   <para>A generic authorized value field that can be used anywhere you need a simple
16287                     yes/no pull down menu.</para>
16288                 </listitem>
16289               </itemizedlist>
16290             </listitem>
16291           </itemizedlist>
16292         </section>
16293
16294         <section id="newauthvalcat">
16295           <title>Add new Authorized Value Category</title>
16296
16297           <para>In addition to the existing categories that come by default
16298           with Koha, librarians can add their own authorized value categories
16299           to control data that is entered into the system. To add a new
16300           category:</para>
16301
16302           <itemizedlist>
16303             <listitem>
16304               <para>Click 'New Category'</para>
16305
16306               <screenshot>
16307                 <screeninfo>New Authorized Category form</screeninfo>
16308
16309                 <mediaobject>
16310                   <imageobject>
16311                     <imagedata fileref="images/admin/basicparams/addauthcat.png"/>
16312                   </imageobject>
16313                 </mediaobject>
16314               </screenshot>
16315             </listitem>
16316
16317             <listitem>
16318               <para>Limit your Category to 10 characters (something short to
16319               make it clear what the category is for)</para>
16320
16321               <itemizedlist>
16322                 <listitem>
16323                   <important>
16324                     <para>Category cannot have spaces or special characters
16325                     other than underscores and hyphens in it.</para>
16326                   </important>
16327                 </listitem>
16328               </itemizedlist>
16329             </listitem>
16330
16331             <listitem>
16332               <para>When adding a new category you're asked to create at least
16333               one authorized value</para>
16334
16335               <itemizedlist>
16336                 <listitem>
16337                   <para>Enter a code for your Authorized Value into the
16338                   'Authorized value' field</para>
16339
16340                   <itemizedlist>
16341                     <listitem>
16342                       <important>
16343                         <para>Authorized value is limited to 80 characters and
16344                         cannot have spaces or special characters other than
16345                         underscores and hyphens in it.</para>
16346                       </important>
16347                     </listitem>
16348                   </itemizedlist>
16349                 </listitem>
16350
16351                 <listitem>
16352                   <para>Use the Description field for the actual value that will be displayed. If
16353                     you want something different to show in the OPAC, enter a 'Description
16354                     (OPAC)'</para>
16355                 </listitem>
16356                 <listitem>
16357                   <para>If you would like to limit this authorized value category to only specific
16358                     libraries you can choose them from the 'Branches limitation' menu. To have it
16359                     show for all libraries just choose 'All branches' at the top of the list.</para>
16360                 </listitem>
16361
16362                 <listitem>
16363                   <para>If you have <link linkend="StaffAuthorisedValueImages">StaffAuthorisedValueImages</link>
16364                   and/or <link linkend="AuthorisedValueImages">AuthorisedValueImages</link>
16365                   set to show images for authorized values you can choose the
16366                   image under 'Choose an icon'</para>
16367                 </listitem>
16368               </itemizedlist>
16369             </listitem>
16370
16371             <listitem>
16372               <para>Click 'Save'</para>
16373             </listitem>
16374
16375             <listitem>
16376               <para>Your new category and value will appear on the list of
16377               Authorized Values</para>
16378
16379               <screenshot>
16380                 <screeninfo>Custom Authorized Value on list of
16381                 values</screeninfo>
16382
16383                 <mediaobject>
16384                   <imageobject>
16385                     <imagedata fileref="images/admin/basicparams/authvallist.png"/>
16386                   </imageobject>
16387                 </mediaobject>
16388               </screenshot>
16389             </listitem>
16390           </itemizedlist>
16391         </section>
16392
16393         <section id="newauthval">
16394           <title>Add new Authorized Value</title>
16395
16396           <para>New authorized values can be added to any existing or new
16397           category. To add a value:</para>
16398
16399           <itemizedlist>
16400             <listitem>
16401               <para>Click 'New authorized value for ...'</para>
16402
16403               <screenshot>
16404                 <screeninfo>New Authorized Value form</screeninfo>
16405
16406                 <mediaobject>
16407                   <imageobject>
16408                     <imagedata fileref="images/admin/basicparams/addauthvalue.png"/>
16409                   </imageobject>
16410                 </mediaobject>
16411               </screenshot>
16412             </listitem>
16413
16414             <listitem>
16415               <para>Enter a code for your Authorized Value into the
16416               'Authorized value' field</para>
16417
16418               <itemizedlist>
16419                 <listitem>
16420                   <important>
16421                     <para>Authorized value is limited to 80 characters and
16422                     cannot have spaces or special characters other than
16423                     underscores and hyphens in it.</para>
16424                   </important>
16425                 </listitem>
16426               </itemizedlist>
16427             </listitem>
16428
16429             <listitem>
16430               <para>Use the Description field for the actual value that will be displayed. If you
16431                 want something different to show in the OPAC, enter a 'Description (OPAC)'</para>
16432             </listitem>
16433             <listitem>
16434               <para>If you would like to limit this authorized value category to only specific
16435                 libraries you can choose them from the 'Branches limitation' menu. To have it show
16436                 for all libraries just choose 'All branches' at the top of the list.</para>
16437             </listitem>
16438
16439             <listitem>
16440               <para>If you have <link linkend="StaffAuthorisedValueImages">StaffAuthorisedValueImages</link>
16441               and/or <link linkend="AuthorisedValueImages">AuthorisedValueImages</link> set
16442               to show images for authorized values you can choose the image
16443               under 'Choose an icon'</para>
16444             </listitem>
16445
16446             <listitem>
16447               <para>Click 'Save'</para>
16448             </listitem>
16449
16450             <listitem>
16451               <para>The new value will appear in the list along with existing
16452               values</para>
16453
16454               <screenshot>
16455                 <screeninfo>List of authorized values in MARC504
16456                 category</screeninfo>
16457
16458                 <mediaobject>
16459                   <imageobject>
16460                     <imagedata fileref="images/admin/basicparams/authvals.png"/>
16461                   </imageobject>
16462                 </mediaobject>
16463               </screenshot>
16464             </listitem>
16465           </itemizedlist>
16466         </section>
16467       </section>
16468     </section>
16469
16470     <section id="patscirc">
16471       <title>Patrons &amp; Circulation</title>
16472
16473       <para>Settings for controlling circulation and patron
16474       information.</para>
16475
16476       <section id="patcats">
16477         <title>Patron Categories</title>
16478
16479         <para>Patron categories allow you to organize your patrons into
16480         different roles, age groups, and patron types.</para>
16481
16482         <itemizedlist>
16483           <listitem>
16484             <para><emphasis>Get there:</emphasis> More &gt; Administration
16485             &gt; Patrons &amp; Circulation &gt; Patron Categories</para>
16486           </listitem>
16487         </itemizedlist>
16488
16489         <screenshot>
16490           <screeninfo>Patron category list</screeninfo>
16491
16492           <mediaobject>
16493             <imageobject>
16494               <imagedata fileref="images/admin/patroncirc/patroncatlist.png"/>
16495             </imageobject>
16496           </mediaobject>
16497         </screenshot>
16498
16499         <para>Patrons are assigned to one of six main categories:</para>
16500
16501         <itemizedlist>
16502           <listitem>
16503             <para>Adult</para>
16504
16505             <itemizedlist>
16506               <listitem>
16507                 <para>Most common patron type, usually used for a general
16508                 'Patron' category.</para>
16509               </listitem>
16510             </itemizedlist>
16511           </listitem>
16512
16513           <listitem>
16514             <para>Child</para>
16515
16516             <itemizedlist>
16517               <listitem>
16518                 <para>Children patrons can have a guardian to be attached to
16519                 them.</para>
16520               </listitem>
16521             </itemizedlist>
16522           </listitem>
16523
16524           <listitem>
16525             <para>Staff</para>
16526
16527             <itemizedlist>
16528               <listitem>
16529                 <para>Librarians (and library workers) should be assigned the
16530                 staff category so that you can <link linkend="patronpermissions">set their permissions</link> and
16531                 give them access to the staff client.</para>
16532               </listitem>
16533             </itemizedlist>
16534           </listitem>
16535
16536           <listitem>
16537             <para>Organizational</para>
16538
16539             <itemizedlist>
16540               <listitem>
16541                 <para>Organizational patrons are organizations. Organizations
16542                 can be used as guarantors for Professional patrons.</para>
16543               </listitem>
16544             </itemizedlist>
16545           </listitem>
16546
16547           <listitem>
16548             <para>Professional</para>
16549
16550             <itemizedlist>
16551               <listitem>
16552                 <para>Professional patrons can be linked to Organizational
16553                 patrons</para>
16554               </listitem>
16555             </itemizedlist>
16556           </listitem>
16557
16558           <listitem>
16559             <para>Statistical</para>
16560
16561             <itemizedlist>
16562               <listitem>
16563                 <para>This patron type is used strictly for statistical
16564                 purposes, such as in house use of items.</para>
16565               </listitem>
16566             </itemizedlist>
16567           </listitem>
16568         </itemizedlist>
16569
16570         <section id="addingpatroncat">
16571           <title>Adding a patron category</title>
16572
16573           <para>To add a new patron category click 'New Category' at the top
16574           of the page</para>
16575
16576           <screenshot>
16577             <screeninfo>New patron category form</screeninfo>
16578
16579             <mediaobject>
16580               <imageobject>
16581                 <imagedata fileref="images/admin/patroncirc/newpatroncat.png"/>
16582               </imageobject>
16583             </mediaobject>
16584           </screenshot>
16585
16586           <itemizedlist>
16587             <listitem>
16588               <para>The 'Category Code' is an identifier for your new
16589               code.</para>
16590
16591               <itemizedlist>
16592                 <listitem>
16593                   <important>
16594                     <para>The category code is limited to 10 characters
16595                     (numbers and letters)</para>
16596                   </important>
16597                 </listitem>
16598
16599                 <listitem>
16600                   <important>
16601                     <para>This field is required in order to save your patron
16602                     category. If left blank you will be presented with an
16603                     error.</para>
16604
16605                     <screenshot>
16606                       <screeninfo>Missing fields error</screeninfo>
16607
16608                       <mediaobject>
16609                         <imageobject>
16610                           <imagedata fileref="images/admin/patroncirc/patcaterror.png"/>
16611                         </imageobject>
16612                       </mediaobject>
16613                     </screenshot>
16614                   </important>
16615                 </listitem>
16616               </itemizedlist>
16617             </listitem>
16618
16619             <listitem>
16620               <para>Enter a plain text version of the category in the
16621               'Description' field.</para>
16622
16623               <itemizedlist>
16624                 <listitem>
16625                   <important>
16626                     <para>This field is required in order to save your patron
16627                     category. If left blank you will be presented with an
16628                     error.</para>
16629
16630                     <screenshot>
16631                       <screeninfo>Missing fields error</screeninfo>
16632
16633                       <mediaobject>
16634                         <imageobject>
16635                           <imagedata fileref="images/admin/patroncirc/patcaterror.png"/>
16636                         </imageobject>
16637                       </mediaobject>
16638                     </screenshot>
16639                   </important>
16640                 </listitem>
16641               </itemizedlist>
16642             </listitem>
16643
16644             <listitem>
16645               <para>Enrollment period (in months) should be filled in if you
16646               have a limited enrollment period for your patrons (eg. Student
16647               cards expire after 9 months or until a specific date)</para>
16648
16649               <itemizedlist>
16650                 <listitem>
16651                   <important>
16652                     <para>You cannot enter both a month limit and a date
16653                     until. Choose to enter either one or the other.</para>
16654                   </important>
16655                 </listitem>
16656
16657                 <listitem>
16658                   <important>
16659                     <para>This field is required in order to save your patron
16660                     category. If left blank you will be presented with an
16661                     error.</para>
16662
16663                     <screenshot>
16664                       <screeninfo>Missing fields error</screeninfo>
16665
16666                       <mediaobject>
16667                         <imageobject>
16668                           <imagedata fileref="images/admin/patroncirc/patcaterror.png"/>
16669                         </imageobject>
16670                       </mediaobject>
16671                     </screenshot>
16672                   </important>
16673                 </listitem>
16674               </itemizedlist>
16675             </listitem>
16676
16677             <listitem>
16678               <para>Some patron categories can have a minimum age (in years)
16679               requirement associated with them, enter this age in the 'Age
16680               required'</para>
16681
16682               <itemizedlist>
16683                 <listitem>
16684                   <important>
16685                     <para>This value will only be checked if <link linkend="BorrowerMandatoryField">BorrowerMandatoryField</link>
16686                     defines the dateofbirth as a required field on the patron
16687                     record</para>
16688                   </important>
16689                 </listitem>
16690               </itemizedlist>
16691             </listitem>
16692
16693             <listitem>
16694               <para>Patron categories can also have a maximum age (in years)
16695               associated with them (such as children), enter this age in the
16696               'Upperage limit'</para>
16697
16698               <itemizedlist>
16699                 <listitem>
16700                   <important>
16701                     <para>This value will only be checked if <link linkend="BorrowerMandatoryField">BorrowerMandatoryField</link>
16702                     defines the dateofbirth as a required field on the patron
16703                     record</para>
16704                   </important>
16705                 </listitem>
16706               </itemizedlist>
16707             </listitem>
16708
16709             <listitem>
16710               <para>If you charge a membership fee for your patrons (such as
16711               those who live in another region) you can enter that in the
16712               'Enrollment fee' field.</para>
16713
16714               <itemizedlist>
16715                 <listitem>
16716                   <important>
16717                     <para>Only enter numbers and decimals in this field</para>
16718                   </important>
16719                 </listitem>
16720                 <listitem>
16721                   <note><para>Depending on your value for the <link linkend="FeeOnChangePatronCategory"
16722                       >FeeOnChangePatronCategory</link> preference this fee will be charged on
16723                     patron renewal as well as when they are first enrolled.</para></note>
16724                 </listitem>
16725               </itemizedlist>
16726             </listitem>
16727
16728             <listitem>
16729               <para>If you want your patron to receive overdue notices, set
16730               the 'Overdue notice required' to 'Yes'</para>
16731             </listitem>
16732
16733             <listitem>
16734               <para>You can decide on a patron category basis if lost items
16735               are shown in the staff client by making a choice from the 'Lost
16736               items in staff client' pull down</para>
16737
16738               <screenshot>
16739                 <screeninfo>Choose a value for 'Hide Lost Items'</screeninfo>
16740
16741                 <mediaobject>
16742                   <imageobject>
16743                     <imagedata fileref="images/admin/patroncirc/hidelostitemspatron.png"/>
16744                   </imageobject>
16745                 </mediaobject>
16746               </screenshot>
16747
16748               <itemizedlist>
16749                 <listitem>
16750                   <important>
16751                     <para>Note that this is only applicable in the staff
16752                     client, so changing this value on patron categories who do
16753                     not have access to the staff client won't make any
16754                     difference</para>
16755                   </important>
16756                 </listitem>
16757               </itemizedlist>
16758             </listitem>
16759
16760             <listitem>
16761               <para>If you charge patrons for placing holds on items, enter
16762               the fee amount in the 'Hold fee' field.</para>
16763
16764               <itemizedlist>
16765                 <listitem>
16766                   <important>
16767                     <para>Only enter numbers and decimals in this field</para>
16768                   </important>
16769                 </listitem>
16770               </itemizedlist>
16771             </listitem>
16772
16773             <listitem>
16774               <para>In the 'Category type' field choose one of the six main
16775               parent categories</para>
16776
16777               <screenshot>
16778                 <screeninfo>Six main patron categories</screeninfo>
16779
16780                 <mediaobject>
16781                   <imageobject>
16782                     <imagedata fileref="images/admin/patroncirc/patroncatpulldown.png"/>
16783                   </imageobject>
16784                 </mediaobject>
16785               </screenshot>
16786
16787               <itemizedlist>
16788                 <listitem>
16789                   <important>
16790                     <para>This field is required in order to save your patron
16791                     category. If left blank you will be presented with an
16792                     error.</para>
16793
16794                     <screenshot>
16795                       <screeninfo>Missing fields error</screeninfo>
16796
16797                       <mediaobject>
16798                         <imageobject>
16799                           <imagedata fileref="images/admin/patroncirc/patcaterror.png"/>
16800                         </imageobject>
16801                       </mediaobject>
16802                     </screenshot>
16803                   </important>
16804                 </listitem>
16805               </itemizedlist>
16806             </listitem>
16807
16808             <listitem>
16809               <para>The Branch Limitations let you limit this patron category to only some branches
16810                 in your library system.  Select 'All branches' if you would like any library to be
16811                 able to use this category.</para>
16812             </listitem>
16813             <listitem>
16814               <para>You can decide if this patron category is blocked from performing actions in the
16815                 OPAC if their card is expired using the next option.  By default it will follow the
16816                 rule set in the <link linkend="BlockExpiredPatronOpacActions"
16817                   >BlockExpiredPatronOpacActions</link> preference<screenshot>
16818                   <screeninfo>Block expired patrons</screeninfo>
16819                   <mediaobject>
16820                     <imageobject>
16821                       <imagedata fileref="images/admin/patroncirc/blockexpired.png"/>
16822                     </imageobject>
16823                   </mediaobject>
16824                 </screenshot></para>
16825             </listitem>
16826             <listitem>
16827               <para>Next you can choose the default privacy settings for this patron category.  This
16828                 setting can be edited by the patron via the OPAC if you allow it with the <link
16829                   linkend="OPACPrivacy">OPACPrivacy</link> system preference.<screenshot>
16830                   <screeninfo>Default privacy</screeninfo>
16831                   <mediaobject>
16832                     <imageobject>
16833                       <imagedata fileref="images/admin/patroncirc/defaultprivacy.png"/>
16834                     </imageobject>
16835                   </mediaobject>
16836                 </screenshot></para>
16837             </listitem>
16838             <listitem>
16839               <para>Finally you can assign advanced messaging preferences by default to a patron
16840                 category</para>
16841               <itemizedlist>
16842                 <listitem>
16843                   <para>
16844                     <important>
16845                       <para>Requires that you have <link linkend="EnhancedMessagingPreferences"
16846                           >EnhancedMessagingPreferences</link> enabled</para>
16847                     </important>
16848                   </para>
16849                 </listitem>
16850                 <listitem>
16851                   <para>These defaults will be applied to new patrons that are added to the system.
16852                     They will not edit the preferences of the existing patrons. Also, these can be
16853                     changed for individual patrons, this setting is just a default to make it easier
16854                     to set up messages for an entire category.<itemizedlist>
16855                       <listitem>
16856                         <note>
16857                           <para>After setting the default for the patron category you can force
16858                             those changes to all existing patrons by running the <emphasis
16859                               role="italic">borrowers-force-messaging-defaults</emphasis> script
16860                             found in the <emphasis role="italic">misc/maintenance</emphasis> folder.
16861                             Ask your system administrator for assistance with this script.</para>
16862                         </note>
16863                       </listitem>
16864                     </itemizedlist></para>
16865                 </listitem>
16866               </itemizedlist>
16867             </listitem>
16868           </itemizedlist>
16869         </section>
16870       </section>
16871       <section id="circfinerules">
16872         <title>Circulation and Fine Rules</title>
16873         <para>These rules define how your items are circulated, how/when fines are calculated and
16874           how holds are handled.</para>
16875         <itemizedlist>
16876           <listitem>
16877             <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Patrons &amp;
16878               Circulation &gt; Circulation and fines rules</para>
16879           </listitem>
16880         </itemizedlist>
16881         <para>The rules are applied from most specific to less specific, using the first found in
16882           this order:</para>
16883         <itemizedlist>
16884           <listitem>
16885             <para>same library, same patron type, same item type</para>
16886           </listitem>
16887           <listitem>
16888             <para>same library, same patron type, all item type</para>
16889           </listitem>
16890           <listitem>
16891             <para>same library, all patron types, same item type</para>
16892           </listitem>
16893           <listitem>
16894             <para>same library, all patron types, all item types</para>
16895           </listitem>
16896           <listitem>
16897             <para>default (all libraries), same patron type, same item type</para>
16898           </listitem>
16899           <listitem>
16900             <para>default (all libraries), same patron type, all item types</para>
16901           </listitem>
16902           <listitem>
16903             <para>default (all libraries), all patron types, same item type</para>
16904           </listitem>
16905           <listitem>
16906             <para>default (all libraries), all patron types, all item types</para>
16907           </listitem>
16908         </itemizedlist>
16909         <para>The <link linkend="CircControl">CircControl</link> and <link
16910             linkend="HomeOrHoldingBranch">HomeOrHoldingBranch</link> also come in to play when
16911           figuring out which circulation rule to follow.<itemizedlist>
16912             <listitem>
16913               <para>If CircControl is set to "the library you are logged in at" circ rules will be
16914                 selected based on the library you are logged in at </para>
16915             </listitem>
16916             <listitem>
16917               <para>If CircControl is set to "the library the patron is from" circ rules will be
16918                 selected based on the patron's library </para>
16919             </listitem>
16920             <listitem>
16921               <para>If CircControl is set to "the library the item is from" circ rules will be
16922                 selected based on the item's library where HomeOrHoldingBranch chooses if item's
16923                 home library is used or holding library is used.</para>
16924             </listitem>
16925             <listitem>
16926               <para>If <link linkend="IndependentBranches">IndependentBranches</link> is set to
16927                 'Prevent' then the value of HomeOrHoldingBranch is used in figuring out if the item
16928                 can be checked out. If the item's home library does not match the logged in library,
16929                 the item cannot be checked out unless you are a <link linkend="patronpermsdefined"
16930                   >superlibrarian</link>.</para>
16931             </listitem>
16932           </itemizedlist></para>
16933         <note>
16934           <para>If you are a single library system choose your branch name before creating rules
16935             (sometimes having only rules for the 'all libraries' option can cause issues with
16936             holds)</para>
16937         </note>
16938         <para>
16939           <important>
16940             <para>At the very least you will need to set a default circulation rule. This rule
16941               should be set for all item types, all libraries and all patron categories. That will
16942               catch all instances that do not match a specific rule. When checking out if you do not
16943               have a rule for all libraries, all item types and all patron types then you may see
16944               patrons getting blocked from placing holds. You will also want a rule for your
16945               specific library set for all item types and all patron types to avoid this holds
16946               issue. Koha needs to know what rule to fall back on.</para>
16947           </important>
16948         </para>
16949         <section id="defaultcircrules">
16950           <title>Default Circulation Rules</title>
16951           <para>Using the issuing rules matrix you can define rules that depend on patron/item type
16952             combos. To set your rules, choose a library from the pull down (or 'all libraries' if
16953             you want to apply these rules to all branches):</para>
16954           <screenshot>
16955             <screeninfo>Libraries to apply the rules to</screeninfo>
16956             <mediaobject>
16957               <imageobject>
16958                 <imagedata fileref="images/admin/patroncirc/selectissuinglibrary.png"/>
16959               </imageobject>
16960             </mediaobject>
16961           </screenshot>
16962           <para>From the matrix you can choose any combination of patron categories and item types
16963             to apply the rules to</para>
16964           <screenshot>
16965             <screeninfo>Setting issuing rules for your libraries</screeninfo>
16966             <mediaobject>
16967               <imageobject>
16968                 <imagedata fileref="images/admin/patroncirc/addcircrule.png"/>
16969               </imageobject>
16970             </mediaobject>
16971           </screenshot>
16972           <itemizedlist>
16973             <listitem>
16974               <para>First choose which patron category you'd like the rule to be applied to. If you
16975                 leave this to 'All' it will apply to all patron categories</para>
16976             </listitem>
16977             <listitem>
16978               <para>Choose the 'Item type' you would like this rule to apply to. If you leave this
16979                 to 'All' it will apply to all item types</para>
16980             </listitem>
16981             <listitem>
16982               <para>Limit the number of items a patron can have checked out at the same time by
16983                 entering a number in the 'Current checkouts allowed' field</para>
16984             </listitem>
16985             <listitem>
16986               <para>If you're allowing <link linkend="OnSiteCheckouts">OnSiteCheckouts</link> then
16987                 you may also want to set a limit on the number of items patron's can have onsite.<itemizedlist>
16988                   <listitem>
16989                     <note>
16990                       <para>This setting also depends on the <link
16991                           linkend="ConsiderOnSiteCheckoutsAsNormalCheckouts"
16992                           >ConsiderOnSiteCheckoutsAsNormalCheckouts</link> preference</para>
16993                     </note>
16994                   </listitem>
16995                 </itemizedlist></para>
16996             </listitem>
16997             <listitem>
16998               <para>Define the period of time an item can be checked out to a patron by entering the
16999                 number of units (days or hours) in the 'Loan period' box.</para>
17000             </listitem>
17001             <listitem>
17002               <para>Choose which unit of time, Days or Hours, that the loan period and fines will be
17003                 calculated in in the 'Unit' column</para>
17004             </listitem>
17005             <listitem>
17006               <para>You can also define a hard due date for a specific patron category and item
17007                 type. A hard due date ignores your usual circulation rules and makes it so that all
17008                 items of the type defined are due on, before or after the date you specify.</para>
17009             </listitem>
17010             <listitem>
17011               <para>'Fine amount' should have the amount you would like to charge for overdue
17012                 items</para>
17013               <itemizedlist>
17014                 <listitem>
17015                   <important>
17016                     <para>Enter only numbers and decimal points (no currency symbols).</para>
17017                   </important>
17018                 </listitem>
17019               </itemizedlist>
17020             </listitem>
17021             <listitem>
17022               <para>Enter the 'Fine charging interval' in the unit you set (ex. charge fines every 1
17023                 day, or every 2 hours)</para>
17024             </listitem>
17025             <listitem>
17026               <para>'When to charge' is most handy in libraries that have a fine charging interval
17027                 of more than 1 day.  <itemizedlist>
17028                   <listitem>
17029                     <para>End of interval<itemizedlist>
17030                         <listitem>
17031                           <para>Given a grace period of 2 days and a fine interval of 7 days, the
17032                             first fine will appear 7 days after the due date, it will always take
17033                             one fine interval (7 days), before the first fine is charged</para>
17034                         </listitem>
17035                       </itemizedlist></para>
17036                   </listitem>
17037                   <listitem>
17038                     <para>Start of interval<itemizedlist>
17039                         <listitem>
17040                           <para>Given a grace period of 2 days and a fine interval of 7 days, the
17041                             first fine will appear 2 days after the due date and the second fine 7
17042                             days after the due date.</para>
17043                         </listitem>
17044                       </itemizedlist></para>
17045                   </listitem>
17046                 </itemizedlist></para>
17047             </listitem>
17048             <listitem>
17049               <para>The 'Fine grace period' is the period of time an item can be overdue before you
17050                 start charging fines.</para>
17051               <itemizedlist>
17052                 <listitem>
17053                   <important>
17054                     <para>This can only be set for the Day unit, not in Hours</para>
17055                   </important>
17056                 </listitem>
17057               </itemizedlist>
17058             </listitem>
17059             <listitem>
17060               <para>The 'Overdue fines cap' is the maximum fine for this patron and item
17061                 combination</para>
17062               <itemizedlist>
17063                 <listitem>
17064                   <important>
17065                     <para>If this field is left blank then Koha will not put a limit on the fines
17066                       this item will accrue. A maximum fine amount can be set using the <link linkend="MaxFine">MaxFine</link> system preference.</para>
17067                   </important>
17068                 </listitem>
17069               </itemizedlist>
17070             </listitem>
17071             <listitem>
17072               <para>If you would like to prevent overcharging patrons for a lost items, you can
17073                 check the box under 'Cap fine at replacement price.' This will prevent the patron's
17074                 fines from going above the replacement price on the item.<itemizedlist>
17075                   <listitem>
17076                     <note>
17077                       <para>If the 'Overdue fines cap' is also set, the fine will be the lesser of
17078                         the two, if both apply to the given overdue checkout.</para>
17079                     </note>
17080                   </listitem>
17081                 </itemizedlist></para>
17082             </listitem>
17083             <listitem>
17084               <para>If your library 'fines' patrons by suspending their account you can enter the
17085                 number of days their fine should be suspended in the 'Suspension in days'
17086                 field</para>
17087               <itemizedlist>
17088                 <listitem>
17089                   <important>
17090                     <para>This can only be set for the Day unit, not in Hours</para>
17091                   </important>
17092                 </listitem>
17093               </itemizedlist>
17094             </listitem>
17095             <listitem>
17096               <para>You can also define the maximum number of days a patron will be suspended in the
17097                 'Max suspension duration' setting</para>
17098             </listitem>
17099             <listitem>
17100               <para>Next decide if the patron can renew this item type and if so, enter how many
17101                 times they can renew it in the 'Renewals allowed' box</para>
17102             </listitem>
17103             <listitem>
17104               <para>If you're allowing renewals you can control how long the renewal loan period
17105                 will be (in the units you have chosen) in the 'Renewal period' box</para>
17106             </listitem>
17107             <listitem>
17108               <para>If you're allowing renewals you can control how soon before the due date patrons
17109                 can renew their materials with the 'No renewals before' box.<itemizedlist>
17110                   <listitem>
17111                     <para>Items can be renewed at any time if this value is left blank. Otherwise
17112                       items can only be renewed if the item is due after the number in units
17113                       (days/hours) entered in this box.</para>
17114                   </listitem>
17115                 </itemizedlist></para>
17116             </listitem>
17117             <listitem>
17118               <para>You can enable automatic renewals for certain items/patrons if you'd like. This
17119                 will renew automatically following your circulation rules unless there is a hold on
17120                 the item<itemizedlist>
17121                   <listitem>
17122                     <important>
17123                       <para>You will need to enable the <link linkend="autorenewcron">automatic
17124                           renewal cron job</link> for this to work.</para>
17125                     </important>
17126                   </listitem>
17127                   <listitem>
17128                     <important>
17129                       <para>This feature needs to have the "no renewal before" column filled in or
17130                         it will auto renew everyday after the due date </para>
17131                     </important>
17132                   </listitem>
17133                 </itemizedlist></para>
17134             </listitem>
17135             <listitem>
17136               <para>If the patron can place holds on this item type, enter the total numbers of
17137                 items (of this type) that can be put on hold in the 'Holds allowed' field</para>
17138             </listitem>
17139             <listitem>
17140               <para>Next you can decide if this patron/item combo are allowed to place holds on
17141                 items that are on the shelf (or available in the library) or not. If you choose 'no'
17142                 then items can only be placed on hold if checked out</para>
17143             </listitem>
17144             <listitem>
17145               <para>You can also decide if patrons are allowed to place item specific holds on the
17146                 item type in question.  The options are:<itemizedlist>
17147                   <listitem>
17148                     <para>Allow: Will allow patrons the option to choose next available or item
17149                       specific</para>
17150                   </listitem>
17151                   <listitem>
17152                     <para>Don't allow: Will only allow patrons to choose next available</para>
17153                   </listitem>
17154                   <listitem>
17155                     <para>Force: Will only allow patrons to choose an specific item</para>
17156                   </listitem>
17157                 </itemizedlist></para>
17158             </listitem>
17159             <listitem>
17160               <para>Finally, if you charge a <link linkend="rentalcharge">rental fee</link> for the
17161                 item type and want to give a specific patron type a discount on that fee, enter the
17162                 percentage discount (without the % symbol) in the 'Rental Discount' field</para>
17163             </listitem>
17164           </itemizedlist>
17165           <para>When finished, click 'Add' to save your changes. To modify a rule, simply click the
17166             'Edit' link to the right of the fule and edit the values that appear filled in at the
17167             bottom of the form.</para>
17168           <screenshot>
17169               <screeninfo>Edit circ and fine rule</screeninfo>
17170               <mediaobject>
17171                 <imageobject>
17172                   <imagedata fileref="images/admin/patroncirc/editcircfine.png"/>
17173                 </imageobject>
17174               </mediaobject>
17175             </screenshot>
17176           <para>If you would like to delete your rule, click the 'Delete' link to the right of the
17177             rule.</para>
17178           <para>To save time you can clone rules from one library to another by choosing the clone
17179             option above the rules matrix.</para>
17180           <screenshot>
17181             <screeninfo>Circulation &amp; Fine Rules Clone Tool</screeninfo>
17182             <mediaobject>
17183               <imageobject>
17184                 <imagedata fileref="images/admin/patroncirc/clonerules.png"/>
17185               </imageobject>
17186             </mediaobject>
17187           </screenshot>
17188           <para>After choosing to clone you will be presented with a confirmation message.</para>
17189           <screenshot>
17190             <screeninfo>Circulation &amp; Fine Rules Successfully Cloned Message</screeninfo>
17191             <mediaobject>
17192               <imageobject>
17193                 <imagedata fileref="images/admin/patroncirc/rulescloned.png"/>
17194               </imageobject>
17195             </mediaobject>
17196           </screenshot>
17197         </section>
17198         <section id="defaultcheckoutpolicy">
17199           <title>Default Checkouts and Hold Policy</title>
17200           <para>You can set a default maximum number of checkouts and hold policy that will be used
17201             if none is defined below for a particular item type or category.  This is the fall back
17202             rule for defaults.</para>
17203           <screenshot>
17204             <screeninfo>Default Checkouts and Hold Policy</screeninfo>
17205             <mediaobject>
17206               <imageobject>
17207                 <imagedata fileref="images/admin/patroncirc/defaultcheckholds.png"/>
17208               </imageobject>
17209             </mediaobject>
17210           </screenshot>
17211           <para>From this menu you can set a default to apply to all item types and patrons in the
17212             library if no other option is set in the forms below.</para>
17213           <itemizedlist>
17214             <listitem>
17215               <para>In 'Total current checkouts allowed' enter the total number of items patrons can
17216                 have checked out at one time</para>
17217             </listitem>
17218             <listitem>
17219               <para>In 'Total current on-site checkouts allowed' enter the total number of items
17220                 patrons can have checked out on site at a time (<link linkend="OnSiteCheckouts"
17221                   >OnSiteCheckouts</link> needs to be set to 'Enable')</para>
17222             </listitem>
17223             <listitem>
17224               <para>Control where patrons can place holds from using the 'Hold Policy' menu</para>
17225               <itemizedlist>
17226                 <listitem>
17227                   <para>From Any Library: Patrons from any library may put this item on hold.
17228                     (default if none is defined)</para>
17229                 </listitem>
17230                 <listitem>
17231                   <para>From Home Library: Only patrons from the item's home library may put this
17232                     book on hold.</para>
17233                 </listitem>
17234                 <listitem>
17235                   <para>No Holds Allowed: No patron may put this book on hold.</para>
17236                 </listitem>
17237               </itemizedlist>
17238             </listitem>
17239             <listitem>
17240               <para>Control where the item returns to once it is checked in</para>
17241               <itemizedlist>
17242                 <listitem>
17243                   <para>Item returns home</para>
17244                 </listitem>
17245                 <listitem>
17246                   <para>Item returns to issuing branch</para>
17247                 </listitem>
17248                 <listitem>
17249                   <para>Item floats</para>
17250                   <itemizedlist>
17251                     <listitem>
17252                       <para>When an item floats it stays where it was checked in and does not ever
17253                         return 'home'</para>
17254                     </listitem>
17255                   </itemizedlist>
17256                 </listitem>
17257               </itemizedlist>
17258             </listitem>
17259             <listitem>
17260               <para>Once your policy is set, you can unset it by clicking the 'Unset' link to the
17261                 right of the rule</para>
17262             </listitem>
17263           </itemizedlist>
17264         </section>
17265         <section id="checkoutperpatron">
17266           <title>Checkouts Per Patron</title>
17267           <para>For this library, you can specify the maximum number of loans that a patron of a
17268             given category can make, regardless of the item type.  </para>
17269           <screenshot>
17270             <screeninfo>Set default checkouts per patron category</screeninfo>
17271             <mediaobject>
17272               <imageobject>
17273                 <imagedata fileref="images/admin/patroncirc/checkoutsperpatron.png"/>
17274               </imageobject>
17275             </mediaobject>
17276           </screenshot>
17277           <note>
17278             <para>If the total amount loanable for a given patron category is left blank, no limit
17279               applies, except possibly for a limit you define for a specific item type.</para>
17280           </note>
17281           <para>For example, if you have a rule in the matrix that says Board patrons are allowed 10
17282             books and 5 DVDs but you want to make it so that Board patrons only have a total of 12
17283             things checked out at once.  If you enter 12 here and the patron has 10 books out
17284             already they will only be allowed 2 DVDs to equal the 12 total they're allowed.</para>
17285         </section>
17286         <section id="holdpolicies">
17287           <title>Item Hold Policies</title>
17288           <para>For this library, you can edit hold and return policies for a given item type,
17289             regardless of the patron's category.</para>
17290           <screenshot>
17291             <screeninfo>Hold policies per item type</screeninfo>
17292             <mediaobject>
17293               <imageobject>
17294                 <imagedata fileref="images/admin/patroncirc/holdsperitem.png"/>
17295               </imageobject>
17296             </mediaobject>
17297           </screenshot>
17298           <para>The various Hold Policies have the following effects:</para>
17299           <itemizedlist>
17300             <listitem>
17301               <para>From Any Library: Patrons from any library may put this item on hold. (default
17302                 if none is defined)</para>
17303             </listitem>
17304             <listitem>
17305               <para>From Home Library: Only patrons from the item's home library may put this book
17306                 on hold.</para>
17307             </listitem>
17308             <listitem>
17309               <para>No Holds Allowed: No patron may put this book on hold.</para>
17310             </listitem>
17311           </itemizedlist>
17312           <important>
17313             <para>Note that if the system preference <link linkend="AllowHoldPolicyOverride">AllowHoldPolicyOverride</link> set to 'allow', these policies can be overridden by
17314               your circulation staff.</para>
17315           </important>
17316           <important>
17317             <para>These policies are based on the patron's home branch, not the branch that the
17318               reserving staff member is from.</para>
17319           </important>
17320           <para>The various Return Policies have the following effects:</para>
17321           <itemizedlist>
17322             <listitem>
17323               <para>Item returns home: The item will prompt the librarian to transfer the item to
17324                 its home library</para>
17325               <itemizedlist>
17326                 <listitem>
17327                   <important>
17328                     <para>If the <link linkend="AutomaticItemReturn">AutomaticItemReturn</link>
17329                       preference is set to automatically transfer the items home, then a prompt will
17330                       not appear</para>
17331                   </important>
17332                 </listitem>
17333               </itemizedlist>
17334             </listitem>
17335             <listitem>
17336               <para>Item returns to issuing branch: The item will prompt the librarian to transfer
17337                 the item back to the library where it was checked out</para>
17338               <itemizedlist>
17339                 <listitem>
17340                   <important>
17341                     <para>If the <link linkend="AutomaticItemReturn">AutomaticItemReturn</link>
17342                       preference is set to automatically transfer the items home, then a prompt will
17343                       not appear</para>
17344                   </important>
17345                 </listitem>
17346               </itemizedlist>
17347             </listitem>
17348             <listitem>
17349               <para>Item floats: The item will not be transferred from the branch it was checked in
17350                 at, instead it will remain there until transferred manually or checked in at another
17351                 branch</para>
17352             </listitem>
17353           </itemizedlist>
17354           <para>For example you might allow holds at your libraries but not what New items or DVDs to
17355             be placed on hold by other branches so you can set the 'Hold policy' to 'From home
17356             library' so that those items can only be placed on hold if the items' owning library and
17357             the patron's home library are the same.  You can also block holds completely on specific
17358             item types from this form.  This is also how you can set up floating item types and
17359             types that remain with their home library.</para>
17360         </section>
17361       </section>
17362       <section id="patronattributetypes">
17363         <title>Patron Attribute Types</title>
17364         <para>Patron attributes can be used to define custom fields to associate with your patron
17365           records. In order to enable the use of custom fields you need to set the <link linkend="ExtendedPatronAttributes">ExtendedPatronAttributes</link> system
17366           preference.</para>
17367         <itemizedlist>
17368           <listitem>
17369             <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Patrons &amp;
17370               Circulation &gt; Patron attribute types</para>
17371           </listitem>
17372         </itemizedlist>
17373         <para>A common use for this field would be for a student ID number or a Driver's license
17374           number.</para>
17375         <screenshot>
17376           <screeninfo>List of Patron Attributes</screeninfo>
17377           <mediaobject>
17378             <imageobject>
17379               <imagedata fileref="images/admin/patroncirc/attributes.png"/>
17380             </imageobject>
17381           </mediaobject>
17382         </screenshot>
17383         <section id="addpatattributes">
17384           <title>Adding Patron Attributes</title>
17385           <para>To add a new Patron Attribute Type, click the 'New Patron Attribute Type' button at
17386             the top of the page</para>
17387           <screenshot>
17388             <screeninfo>Add Patron Attribute Type form</screeninfo>
17389             <mediaobject>
17390               <imageobject>
17391                 <imagedata fileref="images/admin/patroncirc/addattribute.png"/>
17392               </imageobject>
17393             </mediaobject>
17394           </screenshot>
17395           <itemizedlist>
17396             <listitem>
17397               <para>In the 'Patron attribute type code', enter a short code to identify this
17398                 field</para>
17399               <itemizedlist>
17400                 <listitem>
17401                   <important>
17402                     <para>This field is limited to 10 characters (numbers and letters only)</para>
17403                   </important>
17404                 </listitem>
17405                 <listitem>
17406                   <important>
17407                     <para>This setting cannot be changed after an attribute is defined</para>
17408                   </important>
17409                 </listitem>
17410               </itemizedlist>
17411             </listitem>
17412             <listitem>
17413               <para>In the 'Description' field, enter a longer (plain text) explanation of what this
17414                 field will contain</para>
17415             </listitem>
17416             <listitem>
17417               <para>Check the box next to 'Repeatable' to let a patron record have multiple values
17418                 of this attribute.</para>
17419               <itemizedlist>
17420                 <listitem>
17421                   <important>
17422                     <para>This setting cannot be changed after an attribute is defined</para>
17423                   </important>
17424                 </listitem>
17425               </itemizedlist>
17426             </listitem>
17427             <listitem>
17428               <para>If 'Unique identifier' is checked, the attribute will be a unique identifier
17429                 which means, if a value is given to a patron record, the same value cannot be given
17430                 to a different record.</para>
17431               <itemizedlist>
17432                 <listitem>
17433                   <para>Unique attributes can be used as match points on the <link
17434                       linkend="patronimport">patron import tool</link></para>
17435                 </listitem>
17436                 <listitem>
17437                   <important>
17438                     <para>This setting cannot be changed after an attribute is defined</para>
17439                   </important>
17440                 </listitem>
17441               </itemizedlist>
17442             </listitem>
17443             <listitem>
17444               <para>Check 'Allow password' to make it possible to associate a password with this
17445                 attribute.</para>
17446             </listitem>
17447             <listitem>
17448               <para>Check 'Display in OPAC' to display this attribute on a patron's details page in
17449                 the OPAC.</para>
17450             </listitem>
17451             <listitem>
17452               <para>Check 'Searchable' to make this attribute searchable in the staff patron
17453                 search.</para>
17454             </listitem>
17455             <listitem>
17456               <para>Check 'Display in check-out' to make this attribute visible in the patron's
17457                 short detail display on the left of the checkout screen and other patron
17458                 pages</para>
17459               <screenshot>
17460                 <screeninfo>Show attribute in patron detail on the left</screeninfo>
17461                 <mediaobject>
17462                   <imageobject>
17463                     <imagedata fileref="images/admin/patroncirc/showattribute.png"/>
17464                   </imageobject>
17465                 </mediaobject>
17466               </screenshot>
17467             </listitem>
17468             <listitem>
17469               <para>Authorized value category; if one is selected, the patron record input page will
17470                 only allow values to be chosen from the authorized value list.</para>
17471               <itemizedlist>
17472                 <listitem>
17473                   <para>You will first need to add an authorized value list for it to appear in this
17474                     menu</para>
17475                   <itemizedlist>
17476                     <listitem>
17477                       <para><emphasis>Get there: </emphasis>More &gt; Administration &gt; Basic
17478                         Parameters &gt; <link linkend="authorizedvalues">Authorized
17479                         Values</link></para>
17480                     </listitem>
17481                   </itemizedlist>
17482                 </listitem>
17483                 <listitem>
17484                   <important>
17485                     <para>an authorized value list is not enforced during batch patron
17486                       import.</para>
17487                   </important>
17488                 </listitem>
17489               </itemizedlist>
17490             </listitem>
17491             <listitem>
17492               <para>If you would like this attribute to only be used by specific branches you can
17493                 choose those branches from the 'Branches limitation' list. Choose 'All branches' to
17494                 show it for all libraries.<itemizedlist>
17495                   <listitem>
17496                     <important>
17497                       <para>Note that items with locations already set on them will not be altered.
17498                         The branch limitation only limits the choosing of an authorized value based
17499                         on the home branch of the current staff login. All authorized values for
17500                         item records (LOC, LOST, CCODE, etc) will show in the OPAC for all
17501                         patrons.</para>
17502                     </important>
17503                   </listitem>
17504                 </itemizedlist></para>
17505             </listitem>
17506             <listitem>
17507               <para>If you'd like to only show this attribute on patrons of one type choose that
17508                 patron type from the 'Category' pull down</para>
17509             </listitem>
17510             <listitem>
17511               <para>If you have a lot of attributes it might be handy to group them so that you can
17512                 easily find them for editing. If you create an <link linkend="authorizedvalues">Authorized Value</link> for PA_CLASS it will show in the 'Class' pull down and
17513                 you can then change your attributes page to have sections of attributes</para>
17514               <screenshot>
17515                 <screeninfo>Patron Attributes Sorted</screeninfo>
17516                 <mediaobject>
17517                   <imageobject>
17518                     <imagedata fileref="images/admin/patroncirc/pa_class.png"/>
17519                   </imageobject>
17520                 </mediaobject>
17521               </screenshot>
17522             </listitem>
17523             <listitem>
17524               <para>Click Save to save your new attribute</para>
17525             </listitem>
17526           </itemizedlist>
17527           <para>Once added your attribute will appear on the list of attributes and also on the
17528             patron record add/edit form</para>
17529           <screenshot>
17530             <screeninfo>Patron Attributes list on the Patron add/edit form</screeninfo>
17531             <mediaobject>
17532               <imageobject>
17533                 <imagedata fileref="images/admin/patroncirc/patronattribute.png"/>
17534               </imageobject>
17535             </mediaobject>
17536           </screenshot>
17537           <para>If you have set up classes for organizing attributes they will appear that way on
17538             the add/edit patron form</para>
17539           <screenshot>
17540             <screeninfo>Grouped Attributes</screeninfo>
17541             <mediaobject>
17542               <imageobject>
17543                 <imagedata fileref="images/admin/patroncirc/pa_class-patron.png"/>
17544               </imageobject>
17545             </mediaobject>
17546           </screenshot>
17547         </section>
17548         <section id="editpatattributes">
17549           <title>Editing/Deleting Patron Attributes</title>
17550           <para>Each patron attribute has an edit and a delete link beside it on the list of
17551             attributes.</para>
17552           <para>Some fields in the attribute will not be editable once created:</para>
17553           <itemizedlist>
17554             <listitem>
17555               <para>Patron attribute type code</para>
17556             </listitem>
17557             <listitem>
17558               <para>Repeatable</para>
17559             </listitem>
17560             <listitem>
17561               <para>Unique identifier</para>
17562             </listitem>
17563           </itemizedlist>
17564           <para>You will be unable to delete an attribute if it's in use.</para>
17565           <screenshot>
17566             <screeninfo>Warning when trying to delete an attribute that is in use</screeninfo>
17567             <mediaobject>
17568               <imageobject>
17569                 <imagedata fileref="images/admin/patroncirc/deletepatronattr.png"/>
17570               </imageobject>
17571             </mediaobject>
17572           </screenshot>
17573         </section>
17574       </section>
17575       <section id="libtransferlimits">
17576         <title>Library Transfer Limits</title>
17577         <para>Limit the ability to transfer items between libraries based on the library sending,
17578           the library receiving, and the collection code involved.</para>
17579         <itemizedlist>
17580           <listitem>
17581             <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Patrons &amp;
17582               Circulation &gt; Library Transfer Limits</para>
17583           </listitem>
17584         </itemizedlist>
17585         <para>These rules only go into effect if the preference <link linkend="UseBranchTransferLimits">UseBranchTransferLimits</link> is set to
17586           'enforce'.</para>
17587         <para>Before you begin you will want to choose which library you are setting these limits
17588           for.</para>
17589         <screenshot>
17590           <screeninfo>Choose the library you're setting limits for</screeninfo>
17591           <mediaobject>
17592             <imageobject>
17593               <imagedata fileref="images/admin/patroncirc/librarytransferselect.png"/>
17594             </imageobject>
17595           </mediaobject>
17596         </screenshot>
17597         <para>Transfer limits are set based on the collections codes you have applied via the <link linkend="authorizedvalues">Authorized Value</link> administration area.</para>
17598         <screenshot>
17599           <screeninfo>Collection Code values assigned in the Authorized Value area</screeninfo>
17600           <mediaobject>
17601             <imageobject>
17602               <imagedata fileref="images/admin/patroncirc/collectcodes.png"/>
17603             </imageobject>
17604           </mediaobject>
17605         </screenshot>
17606         <para>Collection codes will appear as tabs above the checkboxes:</para>
17607         <screenshot>
17608           <screeninfo>Collection Code tabs</screeninfo>
17609           <mediaobject>
17610             <imageobject>
17611               <imagedata fileref="images/admin/patroncirc/limittocollcode.png"/>
17612             </imageobject>
17613           </mediaobject>
17614         </screenshot>
17615         <para>Check the boxes for the libraries that you accept checkins from for the item type you
17616           have selected at the top (in the example below - FIC)</para>
17617         <screenshot>
17618           <screeninfo>Example transfer limits set up</screeninfo>
17619           <mediaobject>
17620             <imageobject>
17621               <imagedata fileref="images/admin/patroncirc/transferlimits.png"/>
17622             </imageobject>
17623           </mediaobject>
17624         </screenshot>
17625         <para>In the above example, Centerville library will allow patrons to return items from all
17626           libraries except Liberty and Franklin to their branch.</para>
17627       </section>
17628       <section id="transportcostmatrix">
17629         <title>Transport cost matrix</title>
17630         <para>The Transport cost matrix lets a library system define relative costs to transport
17631           books to one another. In order for the system to use this matrix you must first set the
17632             <link linkend="UseTransportCostMatrix">UseTransportCostMatrix</link> preference to
17633           'Use'.  <important>
17634             <para>The Transport cost matrix takes precedence in controlling where holds are filled
17635               from, if the matrix is not used then Koha checks the <link linkend="holdqueueweight">StaticHoldsQueueWeight</link>.</para>
17636           </important></para>
17637         <para>Costs are decimal values between some arbitrary maximum value (e.g. 1 or 100) and 0
17638           which is the minimum (no) cost. For example, you could just use the distance between each
17639           library in miles as your 'cost', if that would accurately reflect the cost of transferring
17640           them. Perhaps post offices would be a better measure. Libraries sharing a post office
17641           would have a cost of 1, adjacent post offices would have a cost of 2, etc.</para>
17642         <para>To enter transport costs simply click in the cell you would like to alter, uncheck the
17643           'Disable' box and enter your 'cost'</para>
17644         <screenshot>
17645             <screeninfo>Transport cost matrix</screeninfo>
17646             <mediaobject>
17647               <imageobject>
17648                 <imagedata fileref="images/admin/patroncirc/transportcostmatrix.png"/>
17649               </imageobject>
17650             </mediaobject>
17651           </screenshot>
17652         <para>After entering in your cost, hit 'Enter' on your keyboard or click the 'Save' button
17653           at the bottom of the matrix to save your changes.</para>
17654         <para>
17655           <note>
17656             <para>A NULL value will make no difference where the From and To libraries are the same
17657               library. However, as a best practice, you should put a 0 in there. For all other
17658               To/From combinations, a NULL value will cause that relationship to act as if it has
17659               been disabled. So, in summary, don't leave any of the values empty. It's best to
17660               always put a number in there ( even if you choose to disable that given To/From option
17661               ).</para>
17662           </note>
17663         </para>
17664       </section>
17665       <section id="itemcircalerts">
17666         <title>Item Circulation Alerts</title>
17667         <para>Libraries can decide if they want to have patrons automatically notified of
17668           circulation events (check ins and check outs).</para>
17669         <itemizedlist>
17670           <listitem>
17671             <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Patrons &amp;
17672               Circulation &gt; Item Circulation Alerts</para>
17673           </listitem>
17674         </itemizedlist>
17675         <para>These preferences are set based on patron types and item types.</para>
17676         <important>
17677           <para>These preference can be overridden by changes in the individual patron's messaging
17678             preferences.</para>
17679         </important>
17680         <para>To set up circulation alerts:</para>
17681         <itemizedlist>
17682           <listitem>
17683             <para>Choose your library from the pull down at the top of the screen</para>
17684             <screenshot>
17685               <screeninfo>Libraries to set Circulation Alerts</screeninfo>
17686               <mediaobject>
17687                 <imageobject>
17688                   <imagedata fileref="images/admin/patroncirc/librariesforalert.png"/>
17689                 </imageobject>
17690               </mediaobject>
17691             </screenshot>
17692             <itemizedlist>
17693               <listitem>
17694                 <para>To set preferences for all libraries, keep the menu set to 'Default'</para>
17695               </listitem>
17696             </itemizedlist>
17697           </listitem>
17698           <listitem>
17699             <para>By default all item types and all patrons are notified of check ins and check
17700               outs. To change this, click on the item/patron type combo that you would like to stop
17701               notices for.</para>
17702             <screenshot>
17703               <screeninfo>Circulation Alert Matrix</screeninfo>
17704               <mediaobject>
17705                 <imageobject>
17706                   <imagedata fileref="images/admin/patroncirc/alertmatrix.png"/>
17707                 </imageobject>
17708               </mediaobject>
17709             </screenshot>
17710             <itemizedlist>
17711               <listitem>
17712                 <para>In the above example, Juveniles and Kids will not receive check out
17713                   notices.</para>
17714               </listitem>
17715             </itemizedlist>
17716           </listitem>
17717         </itemizedlist>
17718       </section>
17719
17720       <section id="citytowns">
17721         <title>Cities and Towns</title>
17722
17723         <para>To standardize patron input you can define cities or towns
17724         within your region so that when new patrons are added librarians
17725         simply have to select the town from a list instead of having to type
17726         the town and zip (or postal) code information.</para>
17727
17728         <itemizedlist>
17729           <listitem>
17730             <para><emphasis>Get there:</emphasis> More &gt; Administration
17731             &gt; Patrons &amp; Circulation &gt; Cities and Towns</para>
17732           </listitem>
17733         </itemizedlist>
17734
17735         <section id="addingcity">
17736           <title>Adding a City</title>
17737
17738           <para>To add a new city, click the 'New City' button at the top of
17739           the page and enter the city name, state, zip/postal code and
17740           country.</para>
17741
17742           <screenshot>
17743             <screeninfo>New city entry form</screeninfo>
17744
17745             <mediaobject>
17746               <imageobject>
17747                 <imagedata fileref="images/admin/patroncirc/newcity.png"/>
17748               </imageobject>
17749             </mediaobject>
17750           </screenshot>
17751
17752           <para>One you click Submit, your city will be saved and will be
17753           listed on the Cities and Towns page</para>
17754
17755           <screenshot>
17756             <screeninfo>List of Cities</screeninfo>
17757
17758             <mediaobject>
17759               <imageobject>
17760                 <imagedata fileref="images/admin/patroncirc/cities.png"/>
17761               </imageobject>
17762             </mediaobject>
17763           </screenshot>
17764
17765           <para>Cities can be edited or deleted at any time.</para>
17766         </section>
17767
17768         <section id="citiesonpatform">
17769           <title>Viewing Cities on Patron Add Form</title>
17770
17771           <para>If you have defined local cities using the New city form, then
17772           when adding or editing a patron record you will see those cities in
17773           a pull down menu to make city selection easy.</para>
17774
17775           <screenshot>
17776             <screeninfo>Cities pull down on the patron record</screeninfo>
17777
17778             <mediaobject>
17779               <imageobject>
17780                 <imagedata fileref="images/admin/patroncirc/patroncity.png"/>
17781               </imageobject>
17782             </mediaobject>
17783           </screenshot>
17784
17785           <para>This will allow for easy entry of local cities into the patron
17786           record without risking the potential for typos or mistaken
17787           zip/postal codes.</para>
17788         </section>
17789       </section>
17790     </section>
17791
17792     <section id="catadmin">
17793       <title>Catalog Administration</title>
17794
17795       <para>Set these controls before you start cataloging on your Koha
17796       system.</para>
17797
17798       <itemizedlist>
17799         <listitem>
17800           <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
17801           Catalog</para>
17802         </listitem>
17803       </itemizedlist>
17804
17805       <section id="marcbibframeworks">
17806         <title>MARC Bibliographic Frameworks</title>
17807
17808         <para>Think of Frameworks as templates for creating new bibliographic
17809         records. Koha comes with some predefined frameworks that can be edited
17810         or deleted, and librarians can create their own frameworks for content
17811         specific to their libraries.</para>
17812
17813         <itemizedlist>
17814           <listitem>
17815             <para><emphasis>Get there:</emphasis> More &gt; Administration
17816             &gt; Catalog &gt; MARC Bibliographic Frameworks</para>
17817           </listitem>
17818         </itemizedlist>
17819
17820         <screenshot>
17821           <screeninfo>Frameworks List</screeninfo>
17822
17823           <mediaobject>
17824             <imageobject>
17825               <imagedata fileref="images/admin/cataloging/frameworks.png"/>
17826             </imageobject>
17827           </mediaobject>
17828         </screenshot>
17829
17830         <important>
17831           <para>Do not delete or edit the Default Framework since this will
17832           cause problems with your cataloging records - always create a new
17833           template based on the Default Framework, or alter the other
17834           Frameworks.</para>
17835         </important>
17836
17837         <para>After clicking the 'MARC structure' link to the right of each
17838         framework you can decide how many fields you want to see on one screen
17839         by using the pagination options at the top of the table.</para>
17840
17841         <screenshot>
17842           <screeninfo>Pagination options</screeninfo>
17843
17844           <mediaobject>
17845             <imageobject>
17846               <imagedata fileref="images/admin/cataloging/frameworkoptions.png"/>
17847             </imageobject>
17848           </mediaobject>
17849         </screenshot>
17850
17851         <section id="addframework">
17852           <title>Add New Framework</title>
17853
17854           <para>To add a new framework</para>
17855
17856           <itemizedlist>
17857             <listitem>
17858               <para>Click 'New Framework'</para>
17859
17860               <screenshot>
17861                 <screeninfo>Add Framework Form</screeninfo>
17862
17863                 <mediaobject>
17864                   <imageobject>
17865                     <imagedata fileref="images/admin/cataloging/addframework.png"/>
17866                   </imageobject>
17867                 </mediaobject>
17868               </screenshot>
17869
17870               <itemizedlist>
17871                 <listitem>
17872                   <para>Enter a code of 4 or fewer characters</para>
17873                 </listitem>
17874
17875                 <listitem>
17876                   <para>Use the Description field to enter a more detailed
17877                   definition of your framework</para>
17878                 </listitem>
17879               </itemizedlist>
17880             </listitem>
17881
17882             <listitem>
17883               <para>Click 'Submit'</para>
17884             </listitem>
17885
17886             <listitem>
17887               <para>Once your Framework is added click 'MARC structure' to the
17888               right of it on the list of Frameworks</para>
17889
17890               <screenshot>
17891                 <screeninfo>Choose basis for new Framework</screeninfo>
17892
17893                 <mediaobject>
17894                   <imageobject>
17895                     <imagedata fileref="images/admin/cataloging/startnewframework.png"/>
17896                   </imageobject>
17897                 </mediaobject>
17898               </screenshot>
17899
17900               <itemizedlist>
17901                 <listitem>
17902                   <para>You will be asked to choose a Framework to base your
17903                   new Framework off of, this will make it easier than starting
17904                   from scratch</para>
17905                 </listitem>
17906               </itemizedlist>
17907             </listitem>
17908
17909             <listitem>
17910               <para>Once your Framework appears on the screen you can edit or
17911               delete each field by following the instructions for <link linkend="editsubfields">editing subfields</link></para>
17912             </listitem>
17913           </itemizedlist>
17914         </section>
17915
17916         <section id="editframeworks">
17917           <title>Edit Existing Frameworks</title>
17918
17919           <para>Clicking 'Edit' to the right of a Framework will only allow
17920           you to edit the Description for the Framework:</para>
17921
17922           <screenshot>
17923             <screeninfo>Edit Framework</screeninfo>
17924
17925             <mediaobject>
17926               <imageobject>
17927                 <imagedata fileref="images/admin/cataloging/editframework.png"/>
17928               </imageobject>
17929             </mediaobject>
17930           </screenshot>
17931
17932           <para>To make edits to the fields associated with the Framework you
17933           must first click 'MARC Structure' and then follow the instructions
17934           for <link linkend="editsubfields">editing subfields</link></para>
17935         </section>
17936
17937         <section id="addsubfieldsframework">
17938           <title>Add subfields to Frameworks</title>
17939
17940           <para>To add a field to a Framework click the 'New Tag' button at
17941           the top of the Framework definition</para>
17942
17943           <screenshot>
17944             <screeninfo>New Tag Button</screeninfo>
17945
17946             <mediaobject>
17947               <imageobject>
17948                 <imagedata fileref="images/admin/cataloging/newtag.png"/>
17949               </imageobject>
17950             </mediaobject>
17951           </screenshot>
17952
17953           <para>This will open up a blank form for entering MARC field
17954           data</para>
17955
17956           <screenshot>
17957             <screeninfo>Add a new tag to framework</screeninfo>
17958
17959             <mediaobject>
17960               <imageobject>
17961                 <imagedata fileref="images/admin/cataloging/newtagform.png"/>
17962               </imageobject>
17963             </mediaobject>
17964           </screenshot>
17965
17966           <para>Enter the information about your new tag:</para>
17967
17968           <itemizedlist>
17969             <listitem>
17970               <para>The 'Tag' is the MARC field number</para>
17971             </listitem>
17972
17973             <listitem>
17974               <para>The 'Label for lib' is the text that will appear in the
17975               staff client when in the cataloging module</para>
17976             </listitem>
17977
17978             <listitem>
17979               <para>The 'Label for OPAC' is the text that will appear in the
17980               OPAC when viewing the MARC version of the record</para>
17981             </listitem>
17982
17983             <listitem>
17984               <para>If this field can be repeated, check the 'Repeatable'
17985               box</para>
17986             </listitem>
17987
17988             <listitem>
17989               <para>If this field is mandatory, check the 'Mandatory'
17990               box</para>
17991             </listitem>
17992
17993             <listitem>
17994               <para>If you want this field to be a pull down with limited
17995               possible answers, choose which 'Authorized value' list you want
17996               to use</para>
17997             </listitem>
17998           </itemizedlist>
17999
18000           <para>When you're finished, click 'Save Changes' and you will be
18001           presented with your new field</para>
18002
18003           <screenshot>
18004             <screeninfo>New tag and link to subfields</screeninfo>
18005
18006             <mediaobject>
18007               <imageobject>
18008                 <imagedata fileref="images/admin/cataloging/subfieldslink.png"/>
18009               </imageobject>
18010             </mediaobject>
18011           </screenshot>
18012
18013           <para>To the right of the new field is a link to 'Subfields,' you
18014           will need to add subfields before this tag will appear in your MARC
18015           editor. The process of entering the settings for the new subfield is
18016           the same as those found in the <link linkend="editsubfields">editing
18017           subfields in frameworks</link> section of this manual.</para>
18018         </section>
18019
18020         <section id="editsubfields">
18021           <title>Edit Framework Subfields</title>
18022
18023           <para>Frameworks are made up of MARC fields and subfields. To make
18024           edits to most Frameworks you must edit the fields and subfields.
18025           Clicking 'Edit' to the right of each subfield will allow you to make
18026           changes to the text associated with the field</para>
18027
18028           <screenshot>
18029             <screeninfo>Modify MARC Field</screeninfo>
18030
18031             <mediaobject>
18032               <imageobject>
18033                 <imagedata fileref="images/admin/cataloging/editfield.png"/>
18034               </imageobject>
18035             </mediaobject>
18036           </screenshot>
18037
18038           <itemizedlist>
18039             <listitem>
18040               <para>Each field has a tag (which is the MARC tag) that is uneditable</para>
18041
18042               <itemizedlist>
18043                 <listitem>
18044                   <para>The 'Label for lib' is what will show in the staff
18045                   client if you have <link linkend="advancedMARCeditor">advancedMARCeditor</link> set
18046                   to display labels</para>
18047                 </listitem>
18048
18049                 <listitem>
18050                   <para>The 'Label for OPAC' is what will show on the MARC
18051                   view in the OPAC</para>
18052                 </listitem>
18053
18054                 <listitem>
18055                   <para>If you check 'Repeatable' then the field will have a
18056                   plus sign next to it allowing you to add multiples of that
18057                   tag</para>
18058                 </listitem>
18059
18060                 <listitem>
18061                   <para>If you check 'Mandatory' the record will not be
18062                   allowed to save unless you have a value assigned to this
18063                   tag</para>
18064                 </listitem>
18065
18066                 <listitem>
18067                   <para>'Authorized value' is where you define an <link linkend="authorizedvalues">authorized value</link> that your
18068                   catalogers can choose from a pull down to fill this field
18069                   in</para>
18070                 </listitem>
18071               </itemizedlist>
18072             </listitem>
18073           </itemizedlist>
18074
18075           <para>To edit the subfields associated with the tag, click
18076           'Subfields' to the right of the tag on the 'MARC Structure'
18077           listing</para>
18078
18079           <itemizedlist>
18080             <listitem>
18081               <para>From the list of subfields you can click 'Delete' to the
18082               right of each to delete the subfields</para>
18083             </listitem>
18084
18085             <listitem>
18086               <para>To edit the subfields click 'Edit Subfields'</para>
18087             </listitem>
18088
18089             <listitem>
18090               <para>For each subfield you can set the following Basic constraint values</para>
18091               <screenshot>
18092                 <screeninfo>Editing the 504 Subfield</screeninfo>
18093                 <mediaobject>
18094                   <imageobject>
18095                     <imagedata fileref="images/admin/cataloging/editsubfield.png"/>
18096                   </imageobject>
18097                 </mediaobject>
18098               </screenshot>
18099
18100               <itemizedlist>
18101                 <listitem>
18102                   <para>Text for librarian</para>
18103
18104                   <itemizedlist>
18105                     <listitem>
18106                       <para>what appears before the subfield in the librarian
18107                       interface</para>
18108                     </listitem>
18109                   </itemizedlist>
18110                 </listitem>
18111
18112                 <listitem>
18113                   <para>Text for OPAC</para>
18114
18115                   <itemizedlist>
18116                     <listitem>
18117                       <para>what appears before the field in the OPAC.</para>
18118
18119                       <itemizedlist>
18120                         <listitem>
18121                           <para>If left empty, the text for librarian is used
18122                           instead</para>
18123                         </listitem>
18124                       </itemizedlist>
18125                     </listitem>
18126                   </itemizedlist>
18127                 </listitem>
18128
18129                 <listitem>
18130                   <para>Repeatable</para>
18131
18132                   <itemizedlist>
18133                     <listitem>
18134                       <para>the field will have a plus sign next to it
18135                       allowing you to add multiples of that tag</para>
18136                     </listitem>
18137                   </itemizedlist>
18138                 </listitem>
18139
18140                 <listitem>
18141                   <para>Mandatory</para>
18142
18143                   <itemizedlist>
18144                     <listitem>
18145                       <para>the record will not be allowed to save unless you
18146                       have a value assigned to this tag</para>
18147                     </listitem>
18148                   </itemizedlist>
18149                 </listitem>
18150
18151                 <listitem>
18152                   <para>Managed in tab</para>
18153
18154                   <itemizedlist>
18155                     <listitem>
18156                       <para>defines the tab where the subfield is shown. All
18157                       subfields of a given field must be in the same tab or
18158                       ignored. Ignore means that the subfield is not
18159                       managed.</para>
18160                     </listitem>
18161                   </itemizedlist>
18162                 </listitem>
18163               </itemizedlist>
18164             </listitem>
18165             <listitem>
18166               <para>For each subfield you can set the following Advanced constraint values</para>
18167               <screenshot>
18168                   <screeninfo>Advanced constraints</screeninfo>
18169                   <mediaobject>
18170                     <imageobject>
18171                       <imagedata fileref="images/admin/cataloging/advancedoptsubfield.png"/>
18172                     </imageobject>
18173                   </mediaobject>
18174                 </screenshot>
18175               <itemizedlist>
18176                 <listitem>
18177                   <para>Default value</para>
18178                   <itemizedlist>
18179                     <listitem>
18180                       <para>defines what you want to appear in the field by default, this will be
18181                         editable, but it saves time if you use the same note over and over or the
18182                         same value in a field often.</para>
18183                     </listitem>
18184                     <listitem>
18185                       <note>
18186                         <para>If you would like a field to fill in with today's date you can use the
18187                           YYYY MM DD syntax in the 'Default value'.  For example: a default of
18188                           "Year:YYYY Month:MM Day:DD" (without quotes) will print as "Year:2015
18189                           Month:11 Day:30"</para>
18190                       </note>
18191                     </listitem>
18192                   </itemizedlist>
18193                 </listitem>
18194                 <listitem>
18195                   <para>Visibility</para>
18196                   <itemizedlist>
18197                     <listitem>
18198                       <para>allows you to select from where this subfield is visible/hidden, simply
18199                         check the boxes where you would like the field to show and uncheck the boxes
18200                         where you would like it hidden.</para>
18201                       <screenshot>
18202                           <screeninfo>Framework visibility</screeninfo>
18203                           <mediaobject>
18204                             <imageobject>
18205                               <imagedata fileref="images/admin/cataloging/frameworkvisibility.png"/>
18206                             </imageobject>
18207                           </mediaobject>
18208                         </screenshot>
18209                     </listitem>
18210                   </itemizedlist>
18211                 </listitem>
18212                 <listitem>
18213                   <para>Is a URL</para>
18214                   <itemizedlist>
18215                     <listitem>
18216                       <para>if checked, it means that the subfield is a URL and can be
18217                         clicked</para>
18218                     </listitem>
18219                   </itemizedlist>
18220                 </listitem>
18221                 <listitem>
18222                   <para>Link</para>
18223                   <itemizedlist>
18224                     <listitem>
18225                       <para>If you enter a field/subfield here (200b), a link appears after the
18226                         subfield in the MARC Detail view. This view is present only in the staff
18227                         client, not the OPAC. If the librarian clicks on the link, a search is done
18228                         on the database for the field/subfield with the same value. This can be used
18229                         for 2 main topics :</para>
18230                       <itemizedlist>
18231                         <listitem>
18232                           <para>on a field like author (200f in UNIMARC), put 200f here, you will be
18233                             able to see all bib records with the same author.</para>
18234                         </listitem>
18235                         <listitem>
18236                           <para>on a field that is a link (4xx) to reach another bib record. For
18237                             example, put 011a in 464$x, will find the serials that are with this
18238                             ISSN.</para>
18239                         </listitem>
18240                       </itemizedlist>
18241                     </listitem>
18242                     <listitem>
18243                       <warning>
18244                         <para>This value should not change after data has been added to your
18245                           catalog. If you need to change this value you must ask your system
18246                           administrator to run misc/batchRebuildBiblioTables.pl. </para>
18247                       </warning>
18248                     </listitem>
18249                   </itemizedlist>
18250                 </listitem>
18251                 <listitem>
18252                   <para>Koha link</para>
18253                   <itemizedlist>
18254                     <listitem>
18255                       <para>Koha is multi-MARC compliant. So, it does not know what the 245$a means,
18256                         neither what 200$f (those 2 fields being both the title in MARC21 and
18257                         UNIMARC). So, in this list you can "map" a MARC subfield to its meaning.
18258                         Koha constantly maintains consistency between a subfield and its meaning.
18259                         When the user want to search on "title", this link is used to find what is
18260                         searched (245 if you're MARC21, 200 if you're UNIMARC).</para>
18261                     </listitem>
18262                   </itemizedlist>
18263                 </listitem>
18264               </itemizedlist>
18265             </listitem>
18266             <listitem>
18267               <para>For each subfield you can set the following Other option values</para>
18268               <screenshot>
18269                   <screeninfo/>
18270                   <mediaobject>
18271                     <imageobject>
18272                       <imagedata fileref="images/admin/cataloging/otheroptssubfield.png"/>
18273                     </imageobject>
18274                   </mediaobject>
18275                 </screenshot>
18276               <itemizedlist>
18277                 <listitem>
18278                   <para>Authorized value</para>
18279                   <itemizedlist>
18280                     <listitem>
18281                       <para>means the value cannot by typed by the librarian, but must be chosen
18282                         from a pull down generated by the <link linkend="authorizedvalues"
18283                           >authorized value</link> list</para>
18284                     </listitem>
18285                     <listitem>
18286                       <para>In the example above, the 504a field will show the MARC504 Authorized
18287                         Values when cataloging</para>
18288                       <screenshot>
18289                         <screeninfo>Example of an Authorized Subfield</screeninfo>
18290                         <mediaobject>
18291                           <imageobject>
18292                             <imagedata fileref="images/admin/cataloging/504auth.png"/>
18293                           </imageobject>
18294                         </mediaobject>
18295                       </screenshot>
18296                     </listitem>
18297                   </itemizedlist>
18298                 </listitem>
18299                 <listitem>
18300                   <para>Thesaurus</para>
18301                   <itemizedlist>
18302                     <listitem>
18303                       <para>means that the value is not free text, but must be searched in the
18304                         authority/thesaurus of the selected category</para>
18305                     </listitem>
18306                   </itemizedlist>
18307                 </listitem>
18308                 <listitem>
18309                   <para>Plugin</para>
18310                   <itemizedlist>
18311                     <listitem>
18312                       <para>means the value is calculated or managed by a plugin. Plugins can do
18313                         almost anything.</para>
18314                     </listitem>
18315                     <listitem>
18316                       <para>Examples:<itemizedlist>
18317                           <listitem id="cnbrowseplugin">
18318                             <para>For call numbers there is an option to add a call number browser
18319                               next to the the call number subfield so that you can identify which
18320                               call numbers are in use and which are not. Simply choose the
18321                               cn_browser.pl plugin. Learn more in the <link linkend="addingitems"
18322                                 >cataloging section</link> of this manual.</para>
18323                           </listitem>
18324                           <listitem>
18325                             <para>If you'd like to let file uploads via cataloging you can choose
18326                               the upload.pl plugin and this will allow you to <link
18327                                 linkend="uploadbibfile">upload files to Koha to link to your
18328                                 records</link>.</para>
18329                           </listitem>
18330                           <listitem>
18331                             <para>In UNIMARC there are plugins for every 1xx fields that are coded
18332                               fields. The plugin is a huge help for cataloger! There are also two
18333                               plugins (unimarc_plugin_210c and unimarc_plugin_225a that can
18334                               "magically" find the editor from an ISBN, and the collection list for
18335                               the editor)</para>
18336                           </listitem>
18337                         </itemizedlist></para>
18338                     </listitem>
18339                   </itemizedlist>
18340                 </listitem>
18341               </itemizedlist>
18342             </listitem>
18343
18344             <listitem>
18345               <para>To save your changes simply click the 'Save Changes'
18346               button at the top of the screen</para>
18347             </listitem>
18348           </itemizedlist>
18349
18350           <para/>
18351         </section>
18352
18353         <section id="importexportframeworks">
18354           <title>Import/Export Frameworks</title>
18355
18356           <para>Next to each framework is a link to either import or export
18357           the framework.</para>
18358
18359           <section id="exportframeworks">
18360             <title>Export Framework</title>
18361
18362             <para>To export a framework simply click the 'Export' link to the
18363             right of framework title.</para>
18364
18365             <screenshot>
18366               <screeninfo>Export link next to framework</screeninfo>
18367
18368               <mediaobject>
18369                 <imageobject>
18370                   <imagedata fileref="images/admin/cataloging/importexport.png"/>
18371                 </imageobject>
18372               </mediaobject>
18373             </screenshot>
18374
18375             <para>When you click 'Export' you will be prompted to choose what
18376             format to export the file in.</para>
18377
18378             <screenshot>
18379               <screeninfo>Export formats</screeninfo>
18380
18381               <mediaobject>
18382                 <imageobject>
18383                   <imagedata fileref="images/admin/cataloging/exportoptions.png"/>
18384                 </imageobject>
18385               </mediaobject>
18386             </screenshot>
18387
18388             <para>A framework exported this way can be imported into any other
18389             Koha installation using the import framework option.</para>
18390           </section>
18391
18392           <section id="importframeworks">
18393             <title>Import Framework</title>
18394
18395             <para>An easy way to create a new framework is to import one created for your or another
18396               Koha installation. This framework would need to be exported from the other system
18397                 <link linkend="exportframeworks">using the instructions above</link> to be available
18398               for import here. </para>
18399             <para>To import a framework you first need to create <link linkend="addframework">a new
18400                 framework</link>. Once you have that framework, click 'Import' to the right of the
18401               new framework.</para>
18402
18403             <screenshot>
18404               <screeninfo>Import link next to framework</screeninfo>
18405
18406               <mediaobject>
18407                 <imageobject>
18408                   <imagedata fileref="images/admin/cataloging/importexport.png"/>
18409                 </imageobject>
18410               </mediaobject>
18411             </screenshot>
18412
18413             <para>You will be prompted to find a file on your computer to
18414             import into the framework.</para>
18415
18416             <screenshot>
18417               <screeninfo>Choose a file to import</screeninfo>
18418
18419               <mediaobject>
18420                 <imageobject>
18421                   <imagedata fileref="images/admin/cataloging/importfile.png"/>
18422                 </imageobject>
18423               </mediaobject>
18424             </screenshot>
18425
18426             <para>You will be asked to confirm your actions before the file is
18427             imported.</para>
18428
18429             <screenshot>
18430               <screeninfo>Confirm your desire to import</screeninfo>
18431
18432               <mediaobject>
18433                 <imageobject>
18434                   <imagedata fileref="images/admin/cataloging/importconfirm.png"/>
18435                 </imageobject>
18436               </mediaobject>
18437             </screenshot>
18438
18439             <para>As your file is uploaded you will see an image that will
18440             confirm that the system is working.</para>
18441
18442             <screenshot>
18443               <screeninfo>Import timer</screeninfo>
18444
18445               <mediaobject>
18446                 <imageobject>
18447                   <imagedata fileref="images/admin/cataloging/importtimer.png"/>
18448                 </imageobject>
18449               </mediaobject>
18450             </screenshot>
18451
18452             <para>Once your import is complete you will be brought to the
18453             framework edit tool where you can make any changes you need to the
18454             framework you imported.</para>
18455           </section>
18456         </section>
18457       </section>
18458
18459       <section id="kohamarcmapping">
18460         <title>Koha to MARC Mapping</title>
18461
18462         <para>While Koha stores the entire MARC record, it also stores common
18463         fields for easy access in various tables in the database. Koha to MARC
18464         Mapping is used to tell Koha where to find these values in the MARC
18465         record. In many cases you will not have to change the default values
18466         set by in this tool on installation, but it is important to know that
18467         the tool is here and can be used at any time.</para>
18468
18469         <itemizedlist>
18470           <listitem>
18471             <para><emphasis>Get there:</emphasis> More &gt; Administration
18472             &gt; Catalog &gt; Koha to MARC Mapping</para>
18473           </listitem>
18474         </itemizedlist>
18475
18476         <para>The Koha to MARC Mapping page offers you the option of choosing
18477         from one of three tables in the database to assign values to.</para>
18478
18479         <screenshot>
18480           <screeninfo>Koha to MARC Mapping Table Pull Down</screeninfo>
18481
18482           <mediaobject>
18483             <imageobject>
18484               <imagedata fileref="images/admin/cataloging/kohamarcmapping.png"/>
18485             </imageobject>
18486           </mediaobject>
18487         </screenshot>
18488
18489         <para>After choosing the table you would like to view, click 'OK.' To
18490         edit any mapping click on the 'Koha Filed' or the 'Edit' link.</para>
18491
18492         <screenshot>
18493           <screeninfo>Map MARC Field to Koha Field</screeninfo>
18494
18495           <mediaobject>
18496             <imageobject>
18497               <imagedata fileref="images/admin/cataloging/mapmarc.png"/>
18498             </imageobject>
18499           </mediaobject>
18500         </screenshot>
18501
18502         <para>Choose which MARC field you would like to map to this Koha Field
18503         and click the 'OK' button. If you would like to clear all mappings,
18504         click the 'Click to "Unmap"' button.</para>
18505
18506         <important>
18507           <para>At this time you can map only 1 MARC field to 1 Koha field.
18508           This means that you won't be able to map both the 100a and the 700a
18509           to the author field, you need to choose one or the other.</para>
18510         </important>
18511
18512         <para/>
18513       </section>
18514
18515       <section id="keywordmapping">
18516         <title>Keywords to MARC Mapping</title>
18517
18518         <para>This tool will allow you to map MARC fields to a set of
18519         predefined keywords.</para>
18520
18521         <itemizedlist>
18522           <listitem>
18523             <para><emphasis>Get there:</emphasis> More &gt; Administration
18524             &gt; Catalog &gt; Keywords to MARC Mapping</para>
18525           </listitem>
18526         </itemizedlist>
18527
18528         <important>
18529           <para>This tool only effects sites that are not using the XSLT
18530           Stylesheets.</para>
18531         </important>
18532
18533         <para>At this time the only keyword in use is 'subtitle.'</para>
18534
18535         <para>Using this tool you can define what MARC field prints to the
18536         detail screen of the bibliographic record using keywords. The
18537         following example will use the subtitle field.</para>
18538
18539         <para>Using the Framework pull down menu, choose the <link linkend="marcbibframeworks">Framework</link> you would like to apply
18540         this rule to. For example, the subtitle for books can be found in the
18541         245$b field.</para>
18542
18543         <screenshot>
18544           <screeninfo>Assigning Book Subtitle</screeninfo>
18545
18546           <mediaobject>
18547             <imageobject>
18548               <imagedata fileref="images/admin/cataloging/subtitlebookmapping.png"/>
18549             </imageobject>
18550           </mediaobject>
18551         </screenshot>
18552
18553         <para>However the subtitle for DVDs appears in 245$p</para>
18554
18555         <screenshot>
18556           <screeninfo>Assigning DVD Subtitle</screeninfo>
18557
18558           <mediaobject>
18559             <imageobject>
18560               <imagedata fileref="images/admin/cataloging/subtitledvdmapping.png"/>
18561             </imageobject>
18562           </mediaobject>
18563         </screenshot>
18564
18565         <para>Using this tool you can tell Koha to print the right field as
18566         the subtitle when viewing the bibliographic record in the OPAC.</para>
18567
18568         <screenshot>
18569           <screeninfo>Subtitle display in the OPAC</screeninfo>
18570
18571           <mediaobject>
18572             <imageobject>
18573               <imagedata fileref="images/admin/cataloging/subtitlebookinopac.png"/>
18574             </imageobject>
18575           </mediaobject>
18576         </screenshot>
18577
18578         <para>This tool can be used to chain together pieces of the record as
18579         well. If you want the series number to show in the title on your
18580         search results you simply have to map 490 $v to 'subtitle' along with
18581         the 245 $b. <note>
18582             <para>Chain together the fields you want to show after the item
18583             title in the order in which you want them to appear.</para>
18584           </note></para>
18585
18586         <para>Future developments will include additional keyword assigned
18587         fields.</para>
18588       </section>
18589
18590       <section id="marcbibframeworkstest">
18591         <title>MARC Bibliographic Framework Test</title>
18592
18593         <para>Checks the MARC structure.</para>
18594
18595         <itemizedlist>
18596           <listitem>
18597             <para><emphasis>Get there:</emphasis> More &gt; Administration
18598             &gt; Catalog &gt; MARC Bibliographic Framework Test</para>
18599           </listitem>
18600         </itemizedlist>
18601
18602         <para>If you change your MARC Bibliographic framework it's recommended
18603         that you run this tool to test for errors in your definition.</para>
18604
18605         <screenshot>
18606           <screeninfo>Framework Test</screeninfo>
18607
18608           <mediaobject>
18609             <imageobject>
18610               <imagedata fileref="images/admin/cataloging/frameworktest.png"/>
18611             </imageobject>
18612           </mediaobject>
18613         </screenshot>
18614       </section>
18615
18616       <section id="authoritiesadmin">
18617         <title>Authority Types</title>
18618
18619         <para>Authority Types are basically MARC Frameworks for Authority
18620         records and because of that they follow the same editing rules found
18621         in the <link linkend="marcbibframeworks">MARC Bibliographic
18622         Frameworks</link> section of this manual. Koha comes with many of the
18623         necessary Authority frameworks already installed. To learn how to add
18624         and edit Authority Types, simply review the <link linkend="marcbibframeworks">MARC Bibliographic Frameworks</link>
18625         section of this manual.</para>
18626
18627         <itemizedlist>
18628           <listitem>
18629             <para><emphasis>Get there:</emphasis> More &gt; Administration
18630             &gt; Catalog &gt; Authority Types</para>
18631           </listitem>
18632         </itemizedlist>
18633       </section>
18634
18635       <section id="classificationsources">
18636         <sectioninfo>
18637           <authorgroup>
18638             <author>
18639               <firstname>Savitra</firstname>
18640               <surname>Sirohi</surname>
18641               <affiliation>
18642                 <orgname>Nucsoft OSS Labs</orgname>
18643               </affiliation>
18644             </author>
18645
18646             <editor>
18647               <firstname>Nicole C.</firstname>
18648               <surname>Engard</surname>
18649               <contrib>Fixed typos, changed content where
18650                 necessary and added new screenshots.</contrib>
18651             </editor>
18652           </authorgroup>
18653
18654           <pubdate>2010</pubdate>
18655         </sectioninfo>
18656
18657         <title>Classification Sources</title>
18658
18659         <para>Source of classification or shelving scheme is an <link linkend="authorizedvalues"
18660             >Authorized Values</link> category that is mapped to field 952$2 and 942$2 in Koha's
18661           MARC Bibliographic frameworks and stored in the items.cn_source field in the
18662           database.</para>
18663
18664         <itemizedlist>
18665           <listitem>
18666             <para><emphasis>Get there:</emphasis> More &gt; Administration
18667             &gt; Catalog &gt; Classification sources</para>
18668           </listitem>
18669         </itemizedlist>
18670
18671         <screenshot>
18672           <screeninfo>Classification Sources</screeninfo>
18673
18674           <mediaobject>
18675             <imageobject>
18676               <imagedata fileref="images/admin/cataloging/classsources.png"/>
18677             </imageobject>
18678           </mediaobject>
18679         </screenshot>
18680
18681         <para>Commonly used values of this field are:</para>
18682
18683         <itemizedlist>
18684           <listitem>
18685             <para>ddc - Dewey Decimal Classification</para>
18686           </listitem>
18687
18688           <listitem>
18689             <para>lcc - Library of Congress Classification</para>
18690           </listitem>
18691         </itemizedlist>
18692
18693         <para>If you chose to install classification sources during Koha's
18694         installation, you would see other values too:</para>
18695
18696         <itemizedlist>
18697           <listitem>
18698             <para>ANSCR (sound recordings)</para>
18699           </listitem>
18700
18701           <listitem>
18702             <para>SuDOC classification</para>
18703           </listitem>
18704
18705           <listitem>
18706             <para>Universal Decimal Classification</para>
18707           </listitem>
18708
18709           <listitem>
18710             <para>Other/Generic Classification</para>
18711           </listitem>
18712         </itemizedlist>
18713
18714         <section id="addingclasssource">
18715           <title>Adding/Editing Classification Sources</title>
18716
18717           <para>You can add your own source of classification by using the New
18718           Classification Source button. To edit use the Edit link.</para>
18719
18720           <screenshot>
18721             <screeninfo>Add classification source</screeninfo>
18722
18723             <mediaobject>
18724               <imageobject>
18725                 <imagedata fileref="images/admin/cataloging/addclasssource.png"/>
18726               </imageobject>
18727             </mediaobject>
18728           </screenshot>
18729
18730           <para>When creating or editing:</para>
18731
18732           <itemizedlist>
18733             <listitem>
18734               <para>You will need to enter a code and a description.</para>
18735             </listitem>
18736
18737             <listitem>
18738               <para>Check the 'Source in use?' checkbox if you want the value
18739               to appear in the drop down list for this category.</para>
18740             </listitem>
18741
18742             <listitem>
18743               <para>Select the appropriate <link linkend="classfilingrules">filing rule</link> from the drop down
18744               list.</para>
18745             </listitem>
18746           </itemizedlist>
18747
18748           <para/>
18749         </section>
18750
18751         <section id="classfilingrules">
18752           <title>Classification Filing Rules</title>
18753
18754           <para>Filing rules determine the order in which items are placed on
18755           shelves.</para>
18756
18757           <para>Values that are pre-configured in Koha are:</para>
18758
18759           <itemizedlist>
18760             <listitem>
18761               <para>Dewey</para>
18762             </listitem>
18763
18764             <listitem>
18765               <para>LCC</para>
18766             </listitem>
18767
18768             <listitem>
18769               <para>Generic</para>
18770             </listitem>
18771           </itemizedlist>
18772
18773           <para>Filing rules are mapped to <link linkend="addingclasssource">Classification sources</link>. You can
18774           setup new filing rules by using the New Filing Rule button. To edit
18775           use the Edit link.</para>
18776
18777           <para>When creating or editing:</para>
18778
18779           <itemizedlist>
18780             <listitem>
18781               <para>Enter a code and a description</para>
18782             </listitem>
18783
18784             <listitem>
18785               <para>Choose an appropriate filing routine - dewey, generic or
18786               lcc</para>
18787             </listitem>
18788           </itemizedlist>
18789         </section>
18790       </section>
18791
18792       <section id="recordmatchingrules">
18793         <sectioninfo>
18794           <authorgroup>
18795             <author>
18796               <firstname>Joy</firstname>
18797               <surname>Nelson</surname>
18798               <affiliation>
18799                 <orgname>ByWater Solutions</orgname>
18800               </affiliation>
18801             </author>
18802
18803             <editor>
18804               <firstname>Nicole C.</firstname>
18805               <surname>Engard</surname>
18806               <contrib>Changed/edited content where necessary.</contrib>
18807             </editor>
18808           </authorgroup>
18809
18810           <pubdate>2013</pubdate>
18811         </sectioninfo>
18812         <title>Record Matching Rules</title>
18813
18814         <para>Record matching rules are used when importing MARC records into
18815         Koha.</para>
18816
18817         <itemizedlist>
18818           <listitem>
18819             <para><emphasis>Get there:</emphasis> More &gt; Administration
18820             &gt; Catalog &gt; Record Matching Rules</para>
18821           </listitem>
18822         </itemizedlist>
18823
18824         <para>The rules that you set up here will be referenced with you <link linkend="stagemarc">Stage MARC Records for Import</link>.</para>
18825         <para>It is important to understand the difference between Match Points and Match Checks
18826           before adding new matching rules to Koha.</para>
18827
18828        <para>Match Points are the criteria that you enter that must be met in order for an incoming
18829           record to match an existing MARC record in your catalog. You can have multiple match
18830           points on an import rule each with its own score. An incoming record will be compared
18831           against your existing records (‘one record at a time’) and given a score for each match
18832           point. When the total score of the matchpoints matches or exceeds the threshold given for
18833           the matching rule, Koha assumes a good match and imports/overlays according your
18834           specifications in the import process. An area to watch out for here is the sum of the
18835           match points. Doublecheck that the matches you want will add up to a successful
18836           match.</para>
18837
18838 <para>Example: </para>
18839         <para>Threshold of 1000 </para>
18840         <para>Match Point on 020$a 1000 </para>
18841         <para>Match Point on 022$a 1000 </para>
18842         <para>Match Point on 245$a 500 </para>
18843         <para>Match Point on 100$a 100</para>
18844
18845 <para>In the example above, a match on either the 020$a or the 022$a will result in a successful match.  A match on 245$a title and 100$a author (and not on 020$a or 022$a) will only add up to 600 and not be a match.  And a match on 020$a and 245$a will result in 1500 and while this is a successful match, the extra 500 point for the 245$a title match are superfluous.  The incoming record successfully matched on the 020$a without the need for the 245$a match.  However, if you assigned a score of 500 to the 100$a Match Point, a match on 245$a title and 100$a author will be considered a successful match (total of 1000) even if the 020$a is not a match.</para>
18846
18847 <para>Match Checks are not commonly used in import rules. However, they can serve a couple of
18848           purposes in matching records. First, match checks can be used as the matching criteria
18849           instead of the match points if your indexes are stale and out of date. The match checks go
18850           right for the data instead of relying on the data in the indexes. (If you fear your
18851           indexes are out of date, a rebuild of your indexes would be a great idea and solve that
18852           situation!) The other use for a Match Check is as a “double check” or “veto” of your
18853           matching rule. For example, if you have a matching rule as below:</para>
18854 <para>Threshold of 1000 </para>
18855         <para>Match Point on 020$a 1000 </para>
18856         <para>Match Check on 245$a</para>
18857
18858 <para>Koha will first look at the 020$a tag/subfield to see if the incoming record matches an existing record.  If it does, it will then move on to the Match Check and look directly at the 245$a value in the incoming data and compare it to the 245$a in the existing ‘matched’ record in your catalog.  If the 245$a matches, Koha continues on as if a match was successful.  If the 245$a does not match, then Koha concludes that the two records are not a match after all.  The Match Checks can be a really useful tool in confirming true matches.</para>
18859
18860 <para>When looking to create matching rules for your authority records the following indexes will be
18861           of use:</para>
18862         <table frame="void" id="authorityindexes">
18863           <caption>Authority Indexes</caption>
18864           <thead>
18865             <tr>
18866               <th>Index name</th>
18867               <th>Matches Marc Tag</th>
18868             </tr>
18869           </thead>
18870           <tbody>
18871             <tr>
18872               <td>LC-cardnumber</td>
18873               <td>010$a</td>
18874             </tr>
18875             <tr>
18876               <td>Personal-name</td>
18877               <td>100$a</td>
18878             </tr>
18879             <tr>
18880               <td>Corporate-name-heading</td>
18881               <td>110$a</td>
18882             </tr>
18883             <tr>
18884               <td>Meeting-name</td>
18885               <td>111$a</td>
18886             </tr>
18887             <tr>
18888               <td>Title-uniform</td>
18889               <td>130$a</td>
18890             </tr>
18891             <tr>
18892               <td>Chronological-term</td>
18893               <td>148$a</td>
18894             </tr>
18895             <tr>
18896               <td>Subject-topical</td>
18897               <td>150$a</td>
18898             </tr>
18899             <tr>
18900               <td>Name-geographic</td>
18901               <td>151$a</td>
18902             </tr>
18903             <tr>
18904               <td>Term-genre-form</td>
18905               <td>155$a</td>
18906             </tr>
18907           </tbody>
18908         </table>
18909         <section id="addrecordmatchrule">
18910           <title>Adding Matching Rules</title>
18911           <para>To create a new matching rule :</para>
18912           <itemizedlist>
18913             <listitem>
18914               <para>Click 'New Record Matching Rule'</para>
18915               <screenshot>
18916                 <screeninfo>Add record matching rule</screeninfo>
18917                 <mediaobject>
18918                   <imageobject>
18919                     <imagedata fileref="images/admin/cataloging/newmatchrule.png"/>
18920                   </imageobject>
18921                 </mediaobject>
18922               </screenshot>
18923               <itemizedlist>
18924                 <listitem>
18925                   <para>Choose a unique name and enter it in the 'Matching rule code' field</para>
18926                 </listitem>
18927                 <listitem>
18928                   <para>'Description' can be anything you want to make it clear to you what rule
18929                     you're picking</para>
18930                 </listitem>
18931                 <listitem>
18932                   <para>'Match threshold' is the total number of 'points' a biblio must earn to be
18933                     considered a 'match'</para>
18934                 </listitem>
18935                 <listitem>
18936                   <para>'Record type' is the type of import this rule will be used for - either
18937                     authority or bibliographic</para>
18938                 </listitem>
18939                 <listitem>
18940                   <para>Match points are set up to determine what fields to match on</para>
18941                 </listitem>
18942                 <listitem>
18943                   <para>'Search index' can be found by looking at the ccl.properties file on your
18944                     system which tells the zebra indexing what data to search for in the MARC
18945                     data".</para>
18946                 </listitem>
18947                 <listitem>
18948                   <para>'Score' - The number of 'points' a match on this field is worth. If the sum
18949                     of each score is greater than the match threshold, the incoming record is a
18950                     match to the existing record</para>
18951                 </listitem>
18952                 <listitem>
18953                   <para>Enter the MARC tag you want to match on in the 'Tag' field</para>
18954                 </listitem>
18955                 <listitem>
18956                   <para>Enter the MARC tag subfield you want to match on in the 'Subfields'
18957                     field</para>
18958                 </listitem>
18959                 <listitem>
18960                   <para>'Offset' - For use with control fields, 001-009</para>
18961                 </listitem>
18962                 <listitem>
18963                   <para>'Length' - For use with control fields, 001-009</para>
18964                 </listitem>
18965                 <listitem>
18966                   <para>Koha only has one 'Normalization rule' that removes extra characters such as
18967                     commas and semicolons. The value you enter in this field is irrelevant to the
18968                     normalization process.</para>
18969                 </listitem>
18970                 <listitem>
18971                   <para>'Required match checks' - ??</para>
18972                 </listitem>
18973               </itemizedlist>
18974             </listitem>
18975           </itemizedlist>
18976         </section>
18977         <section id="samplerecordmatch">
18978           <title>Sample Bibliographic Record Matching Rule: Control Number</title>
18979
18980           <screenshot>
18981             <screeninfo>LOC Matching Rule</screeninfo>
18982
18983             <mediaobject>
18984               <imageobject>
18985                 <imagedata fileref="images/admin/cataloging/samplematchrule.png"/>
18986               </imageobject>
18987             </mediaobject>
18988           </screenshot>
18989
18990           <itemizedlist>
18991             <listitem>
18992               <para>Match threshold: 100</para>
18993             </listitem>
18994             <listitem>
18995               <para>Record type: Bibliographic<itemizedlist>
18996                   <listitem>
18997                     <note>
18998                       <para>If you'd like a rule to match on the 001 in authority records you will
18999                         need the repeat all of these values and change just the record type to
19000                         'Authority record'</para>
19001                     </note>
19002                   </listitem>
19003                 </itemizedlist></para>
19004             </listitem>
19005
19006             <listitem>
19007               <para>Matchpoints (just the one):</para>
19008             </listitem>
19009
19010             <listitem>
19011               <para>Search index: Control-number</para>
19012             </listitem>
19013
19014             <listitem>
19015               <para>Score: 101</para>
19016             </listitem>
19017
19018             <listitem>
19019               <para>Tag: 001</para>
19020
19021               <itemizedlist>
19022                 <listitem>
19023                   <note>
19024                     <para>this field is for the control number assigned by the
19025                     organization creating, using, or distributing the
19026                     record</para>
19027                   </note>
19028                 </listitem>
19029               </itemizedlist>
19030             </listitem>
19031
19032             <listitem>
19033               <para>Subfields: a</para>
19034             </listitem>
19035
19036             <listitem>
19037               <para>Offset: 0</para>
19038             </listitem>
19039
19040             <listitem>
19041               <para>Length: 0</para>
19042             </listitem>
19043
19044             <listitem>
19045               <para>Normalization rule: Control-number</para>
19046             </listitem>
19047
19048             <listitem>
19049               <para>Required Match checks: none (remove the blank one)</para>
19050
19051               <screenshot>
19052                 <screeninfo>Remove match check</screeninfo>
19053
19054                 <mediaobject>
19055                   <imageobject>
19056                     <imagedata fileref="images/admin/cataloging/removematchcheck.png"/>
19057                   </imageobject>
19058                 </mediaobject>
19059               </screenshot>
19060             </listitem>
19061           </itemizedlist>
19062         </section>
19063       </section>
19064
19065       <section id="oaisetsconfig">
19066         <title>OAI Sets Configuration</title>
19067
19068         <para>On this page you can create, modify and delete OAI-PMH
19069         sets</para>
19070
19071         <section id="oaicreate">
19072           <title>Create a set</title>
19073
19074           <para>To create a set:</para>
19075
19076           <itemizedlist>
19077             <listitem>
19078               <para>Click on the link 'Add a new set'</para>
19079             </listitem>
19080
19081             <listitem>
19082               <para>Fill the mandatory fields 'setSpec' and 'setName'</para>
19083             </listitem>
19084
19085             <listitem>
19086               <para>Then you can add descriptions for this set. To do this
19087               click on 'Add description' and fill the newly created text box.
19088               You can add as many descriptions as you want.</para>
19089             </listitem>
19090
19091             <listitem>
19092               <para>Click on 'Save' button'</para>
19093             </listitem>
19094           </itemizedlist>
19095         </section>
19096
19097         <section id="oaimodify">
19098           <title>Modify/Delete a set</title>
19099
19100           <para>To modify a set, just click on the link 'Modify' on the same
19101           line of the set you want to modify. A form similar to set creation
19102           form will appear and allow you to modify the setSpec, setName and
19103           descriptions.</para>
19104
19105           <para>To delete a set, just click on the link 'Delete' on the same
19106           line of the set you want to delete.</para>
19107         </section>
19108
19109         <section id="oaimapping">
19110           <title>Define mappings</title>
19111
19112           <para>Here you can define how a set will be build (what records will
19113           belong to this set) by defining mappings. Mappings are a list of
19114           conditions on record content. A record only need to match one
19115           condition to belong to the set.</para>
19116
19117           <itemizedlist>
19118             <listitem>
19119               <para>Fill the fields 'Field', 'Subfield' and 'Value'. For
19120               example if you want to include in this set all records that have
19121               a 999$9 equal to 'XXX'. Fill 'Field' with 999, 'Subfield' with 9
19122               and 'Value' with XXX.</para>
19123             </listitem>
19124
19125             <listitem>
19126               <para>If you want to add another condition, click on 'OR' button
19127               and repeat step 1.</para>
19128             </listitem>
19129
19130             <listitem>
19131               <para>Click on 'Save'</para>
19132             </listitem>
19133           </itemizedlist>
19134
19135           <para>To delete a condition, just leave at least one of 'Field',
19136           'Subfield' or 'Value' empty and click on 'Save'.<note>
19137               <para>Actually, a condition is true if value in the
19138               corresponding subfield is strictly equal to what is defined if
19139               'Value'. A record having 999$9 = 'XXX YYY' will not belong to a
19140               set where condition is 999$9 = 'XXX'.</para>
19141             </note></para>
19142
19143           <para>And it is case sensitive : a record having 999$9 = 'xxx' will
19144           not belong to a set where condition is 999$9 = 'XXX'.</para>
19145         </section>
19146
19147         <section id="oaibuild">
19148           <title>Build sets</title>
19149
19150           <para>Once you have configured all your sets, you have to build the
19151           sets. This is done by calling the script
19152           misc/migration_tools/build_oai_sets.pl.</para>
19153         </section>
19154       </section>
19155       <section id="itemsearchadmin">
19156         <title>Item search fields</title>
19157         <para>From here you can add custom search fields to the <link
19158             linkend="searchguide-itemsearch">item search</link> option in the staff client.  <screenshot>
19159             <screeninfo/>
19160             <mediaobject>
19161               <imageobject>
19162                 <imagedata fileref="images/admin/cataloging/itemsearchfields.png"/>
19163               </imageobject>
19164             </mediaobject>
19165           </screenshot></para>
19166         <para>To add a new search term simply fill in the 'Add a new field' area:<itemizedlist>
19167             <listitem>
19168               <para>Name is a field for you to identify the search term</para>
19169             </listitem>
19170             <listitem>
19171               <para>Label is what will appear on the item search page</para>
19172             </listitem>
19173             <listitem>
19174               <para>MARC field allows you to pick which field you'd like to search in</para>
19175             </listitem>
19176             <listitem>
19177               <para>MARC subfield is the subfield you'd like to search in</para>
19178             </listitem>
19179             <listitem>
19180               <para>Authorised values category can be used to turn this search field in to a pull
19181                 down instead of a free text field</para>
19182             </listitem>
19183           </itemizedlist></para>
19184         <para>Once your new field is added it will be visible at the top of this page and on the
19185           item search page<screenshot>
19186             <screeninfo>Search option</screeninfo>
19187             <mediaobject>
19188               <imageobject>
19189                 <imagedata fileref="images/admin/cataloging/customsearch.png"/>
19190               </imageobject>
19191             </mediaobject>
19192           </screenshot></para>
19193       </section>
19194     </section>
19195
19196     <section id="acqadmin">
19197       <title>Acquisitions</title>
19198
19199       <para>The Koha Acquisitions module provides a way for the library to
19200       record orders placed with vendors and manage purchase budgets.</para>
19201
19202       <para>Before using the <link linkend="acqmodule">Acquisitions
19203       Module</link>, you will want to make sure that you have completed all of
19204       the set up.</para>
19205
19206       <itemizedlist>
19207         <listitem>
19208           <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
19209           Acquisitions</para>
19210         </listitem>
19211       </itemizedlist>
19212
19213       <section id="currexchangeadmin">
19214         <title>Currencies and Exchange Rates</title>
19215
19216         <para>If you place orders from more than one country you will want to
19217         input currency exchange rates so that your acquisitions module will
19218         properly calculate totals.</para>
19219
19220         <itemizedlist>
19221           <listitem>
19222             <para><emphasis>Get there:</emphasis> More &gt; Administration
19223             &gt; Acquisitions &gt; Currencies and Exchange Rates</para>
19224           </listitem>
19225         </itemizedlist>
19226
19227         <screenshot>
19228           <screeninfo>Currencies</screeninfo>
19229
19230           <mediaobject>
19231             <imageobject>
19232               <imagedata fileref="images/admin/acquisitions/currencies.png"/>
19233             </imageobject>
19234           </mediaobject>
19235         </screenshot>
19236
19237         <note>
19238           <para>This data is not automatically updated, so be sure to keep it
19239           up to date so that your accounting is kept correct.</para>
19240         </note>
19241         <para>The ISO code you enter will be used when importing MARC files via the staging tools,
19242           the tool will attempt to find and use the price of the currently active currency. </para>
19243
19244         <para>The active currency is the main currency you use in your
19245         library. Your active currency will have a check mark in the 'Active'
19246         column. If you don't have an active currency you will see an error
19247         message telling you to choose an active currency.</para>
19248
19249         <screenshot>
19250           <screeninfo>No active currency warning</screeninfo>
19251
19252           <mediaobject>
19253             <imageobject>
19254               <imagedata fileref="images/admin/acquisitions/nocurrency.png"/>
19255             </imageobject>
19256           </mediaobject>
19257         </screenshot>
19258       </section>
19259
19260       <section id="budgetplanning">
19261         <title>Budgets</title>
19262
19263         <para>Budgets are used for tracking accounting values related to acquisitions. For example
19264           you could create a Budget for the current year (ex. 2015) and then break that into <link
19265             linkend="funds">Funds</link> for different areas of the library (ex. Books, Audio,
19266           etc).</para>
19267
19268         <itemizedlist>
19269           <listitem>
19270             <para><emphasis>Get there:</emphasis> More &gt; Administration
19271             &gt; Acquisitions &gt; Budgets</para>
19272           </listitem>
19273         </itemizedlist>
19274
19275         <para>When visiting the main budget administration you will see two
19276         tabs, one for active and one for inactive budgets.</para>
19277
19278         <screenshot>
19279           <screeninfo>Budgets List</screeninfo>
19280
19281           <mediaobject>
19282             <imageobject>
19283               <imagedata fileref="images/admin/acquisitions/budgetslist.png"/>
19284             </imageobject>
19285           </mediaobject>
19286         </screenshot>
19287
19288         <section id="addbudget">
19289           <title>Adding budgets</title>
19290
19291           <para>Budgets can either be created <link linkend="addnewbudget">from scratch</link>, by
19292               <link linkend="duplicatebudget">duplicating the previous year's budget</link> or by
19293               <link linkend="closebudget">closing a previous year's budget</link>.</para>
19294           <section id="addnewbudget">
19295             <title>Add a new budget</title>
19296             <para>If you haven't used Koha before for acquisitions then you'll need to start fresh
19297               with a new budget. To add a new budget click the 'New Budget' button.</para>
19298             <screenshot>
19299               <screeninfo>New Budget Form</screeninfo>
19300               <mediaobject>
19301                 <imageobject>
19302                   <imagedata fileref="images/admin/acquisitions/newbudgetform.png"/>
19303                 </imageobject>
19304               </mediaobject>
19305             </screenshot>
19306             <itemizedlist>
19307               <listitem>
19308                 <para>Choose the time period this budget is for, whether it's an academic year, a
19309                   fiscal year, a quarter, etc.</para>
19310               </listitem>
19311               <listitem>
19312                 <para>The Description should be something that will help you identify the budget
19313                   when ordering</para>
19314               </listitem>
19315               <listitem>
19316                 <para>In the amount box do not use any symbols, simply enter the amount of the
19317                   budget with numbers and decimals.</para>
19318               </listitem>
19319               <listitem>
19320                 <para>Marking a budget active makes it usable when placing orders in the
19321                   acquisitions module, even if the order is placed after the budget end date. This
19322                   will allow you to record orders that were places in a previous budget
19323                   period.</para>
19324               </listitem>
19325               <listitem>
19326                 <para>Locking a budget means that Funds will not be able to be modified by
19327                   librarians</para>
19328               </listitem>
19329             </itemizedlist>
19330             <para>Once you have made your edits, click the 'Save Changes' button. You will be
19331               brought to a list of your existing budgets.</para>
19332             <screenshot>
19333               <screeninfo>List of Budgets</screeninfo>
19334               <mediaobject>
19335                 <imageobject>
19336                   <imagedata fileref="images/admin/acquisitions/budgetslist.png"/>
19337                 </imageobject>
19338               </mediaobject>
19339             </screenshot>
19340           </section>
19341           <section id="duplicatebudget">
19342             <title>Duplicate a budget</title>
19343             <para>To duplicate a budget from a previous year, click on the link for the budget name
19344               from the list of budgets</para>
19345             <screenshot>
19346               <screeninfo>Budgets List</screeninfo>
19347               <mediaobject>
19348                 <imageobject>
19349                   <imagedata fileref="images/admin/acquisitions/budgetslist.png"/>
19350                 </imageobject>
19351               </mediaobject>
19352             </screenshot>
19353             <para>On the screen listing the budget breakdown click the Edit button at the top and
19354               choose to Duplicate budget</para>
19355             <screenshot>
19356               <screeninfo>Duplicate Budget</screeninfo>
19357               <mediaobject>
19358                 <imageobject>
19359                   <imagedata fileref="images/admin/acquisitions/duplicatebudget.png"/>
19360                 </imageobject>
19361               </mediaobject>
19362             </screenshot>
19363             <para>You can also click the 'Actions' button to the right of the budget and choose 'Duplicate'.<screenshot>
19364                 <screeninfo>Duplicate budget</screeninfo>
19365                 <mediaobject>
19366                   <imageobject>
19367                     <imagedata fileref="images/admin/acquisitions/duplicateaction.png"/>
19368                   </imageobject>
19369                 </mediaobject>
19370               </screenshot></para>
19371             <para>In both cases you will be presented with a form where you simply need to enter the
19372               new start and end date and save the budget.</para>
19373             <screenshot>
19374               <screeninfo>New Duplicate Budget</screeninfo>
19375               <mediaobject>
19376                 <imageobject>
19377                   <imagedata fileref="images/admin/acquisitions/duplicatestartend.png"/>
19378                 </imageobject>
19379               </mediaobject>
19380             </screenshot>
19381             <para>Check the box for 'Mark the original budget as inactive' if the original budget
19382               should no longer be used. </para>
19383             <para>Check the box for 'Set all funds to zero' if you wish the new budget to contain
19384               all the same fund structures as the previous budget but no allocations until you
19385               manually enter an amount in the fund.</para>
19386             <para>This will not only duplicate your budget, but all of the funds associated with
19387               that budget so that you can reuse budgets and funds from year to year and so that you
19388               can move unreceived orders and if desired unspent funds from a previous budget to the
19389               new budget.</para>
19390           </section>
19391           <section id="closebudget">
19392             <sectioninfo>
19393               <authorgroup>
19394                 <author>
19395                   <firstname>Denise</firstname>
19396                   <surname>Hannibal</surname>
19397                   <affiliation>
19398                     <orgname>Washington University in St. Louis</orgname>
19399                   </affiliation>
19400                 </author>
19401                 <editor>
19402                   <firstname>Nicole C.</firstname>
19403                   <surname>Engard</surname>
19404                 </editor>
19405               </authorgroup>
19406               <pubdate>2014</pubdate>
19407             </sectioninfo>
19408             <title>Close a budget</title>
19409             <para>Close a budget to move or roll over unreceived orders and if desired unspent funds
19410               from a previous budget to a new budget. Before closing your budget you might want to
19411                 <link linkend="duplicatebudget">duplicate the previous year's budget</link> so that
19412               you have somewhere for the unreceived orders to roll to.</para>
19413             <para>Find the previous budget with unreceived orders on the Active budgets or the
19414               Inactive budgets tab and select 'Close' under 'Actions'. <screenshot>
19415                 <screeninfo>Close a budget</screeninfo>
19416                 <mediaobject>
19417                   <imageobject>
19418                     <imagedata fileref="images/admin/acquisitions/closebudget.png"/>
19419                   </imageobject>
19420                 </mediaobject>
19421               </screenshot></para>
19422             <note>
19423               <para>In order for the unreceived orders to be automatically moved to the new budget,
19424                 the fund structures in the previous budget must exist in the new budget. Budgets
19425                 without unreceived orders cannot be closed.</para>
19426             </note>
19427             <para>When you select 'Close' you will be presented with a form.<screenshot>
19428                 <screeninfo>Closing a budget</screeninfo>
19429                 <mediaobject>
19430                   <imageobject>
19431                     <imagedata fileref="images/admin/acquisitions/closebudgetoptions.png"/>
19432                   </imageobject>
19433                 </mediaobject>
19434               </screenshot></para>
19435             <para>Use the 'Select a budget' drop down to choose the new budget for the unreceived
19436               orders.</para>
19437             <para>Check the box for 'Move remaining unspent funds' to move the unspent amounts from
19438               the funds of the budget being closed to the selected budget.</para>
19439             <para>Once you have made your choices, click the 'Move unreceived orders' button. You
19440               will be presented with a dialog box that says 'You have chosen to move all unreceived
19441               orders from 'Budget X' to 'Budget Y'. This action cannot be reversed. Do you wish to
19442               continue?' Budget X is the budget to be closed and Budget Y is the selected budget. <screenshot>
19443                 <screeninfo>Close warning</screeninfo>
19444                 <mediaobject>
19445                   <imageobject>
19446                     <imagedata fileref="images/admin/acquisitions/closewarning.png"/>
19447                   </imageobject>
19448                 </mediaobject>
19449               </screenshot></para>
19450             <para>If everything seems correct click 'OK' and the unreceived orders and, if selected,
19451               unspent funds will be moved. </para>
19452             <para>Wait until the 'Report after moving unreceived orders from budget X to Y'
19453               displays. This will list the order numbers which have been impacted (grouped by fund)
19454               and detail if the unreceived order was moved or if there was a problem. For example,
19455               if the new budget does not contain a fund with the same name as the previous budget,
19456               the order will not be moved.</para>
19457             <screenshot>
19458               <screeninfo>Close report</screeninfo>
19459               <mediaobject>
19460                 <imageobject>
19461                   <imagedata fileref="images/admin/acquisitions/closereport.png"/>
19462                 </imageobject>
19463               </mediaobject>
19464             </screenshot>
19465           </section>
19466         </section>
19467       </section>
19468
19469       <section id="funds">
19470         <title>Funds</title>
19471
19472         <itemizedlist>
19473           <listitem>
19474             <para><emphasis>Get there:</emphasis> More &gt; Administration
19475             &gt; Acquisitions &gt; Funds</para>
19476           </listitem>
19477         </itemizedlist>
19478
19479         <section id="addbudgetfund">
19480           <title>Add a Fund</title>
19481
19482           <para>A fund is added to a budget.</para>
19483
19484           <para><important>
19485               <para>A <link linkend="addbudget">budget</link> must be defined
19486               before a fund can be created.</para>
19487             </important>To add a new fund click the New button and then choose
19488           which Budget you would like to add the fund to.</para>
19489
19490           <screenshot>
19491             <screeninfo>Choose which budget to add a fund to</screeninfo>
19492
19493             <mediaobject>
19494               <imageobject>
19495                 <imagedata fileref="images/admin/acquisitions/newfund.png"/>
19496               </imageobject>
19497             </mediaobject>
19498           </screenshot>
19499
19500           <para>In the form that appears you want to enter the basics about your fund.</para>
19501
19502           <screenshot>
19503             <screeninfo>New Fund Form</screeninfo>
19504
19505             <mediaobject>
19506               <imageobject>
19507                 <imagedata fileref="images/admin/acquisitions/newfundform.png"/>
19508               </imageobject>
19509             </mediaobject>
19510           </screenshot>
19511
19512           <para>The three first fields are required, the rest are
19513           optional</para>
19514
19515           <itemizedlist>
19516             <listitem>
19517               <para>Fund Code is a unique identifier for your fund</para>
19518             </listitem>
19519
19520             <listitem>
19521               <para>The Fund Name should be something that librarians will
19522               understand</para>
19523             </listitem>
19524
19525             <listitem>
19526               <para>Amount should be entered with only numbers and decimals, no other
19527                 characters</para>
19528             </listitem>
19529             <listitem>
19530               <para>Warning at (%) or Warning at (amount) can be filled in to make Koha warn you
19531                 before you spend a certain percentage or amount of your budget. This will prevent
19532                 you from overspending.</para>
19533             </listitem>
19534
19535             <listitem>
19536               <para>You can choose to assign this fund to a librarian. Doing
19537               so will make it so that only that librarian can make changes to
19538               the Fund</para>
19539             </listitem>
19540
19541             <listitem>
19542               <para>Choose which library will be using this fund</para>
19543             </listitem>
19544
19545             <listitem>
19546               <para>You can restrict who can order from this fund by choosing either the 'owner',
19547                 'owner and users' or 'owner, users and library' from the 'Restrict access to'
19548                 menu</para>
19549
19550               <screenshot>
19551                 <screeninfo>Restrict Fund Access</screeninfo>
19552
19553                 <mediaobject>
19554                   <imageobject>
19555                     <imagedata fileref="images/admin/acquisitions/restrictfund.png"/>
19556                   </imageobject>
19557                 </mediaobject>
19558               </screenshot>
19559               <itemizedlist>
19560                 <listitem>
19561                   <important>
19562                     <para>Without an owner, the access restriction will be ignored, be sure to enter
19563                       an owner as well as choose a restriction</para>
19564                   </important>
19565                 </listitem>
19566               </itemizedlist>
19567             </listitem>
19568
19569             <listitem>
19570               <para>Notes are simply for any descriptive notes you might want
19571               to add so that librarians know when to use this fund</para>
19572             </listitem>
19573
19574             <listitem>
19575               <para>Planning categories are used for statistical purposes. To
19576               learn more about planning categories, check out the <link linkend="planningcatfaq">Planning Category FAQ</link>.</para>
19577             </listitem>
19578           </itemizedlist>
19579
19580           <para>When complete, click 'Submit' and you will be brought to a
19581           list of all of the funds for the budget.</para>
19582
19583           <screenshot>
19584             <screeninfo>List of funds</screeninfo>
19585
19586             <mediaobject>
19587               <imageobject>
19588                 <imagedata fileref="images/admin/acquisitions/fundlist.png"/>
19589               </imageobject>
19590             </mediaobject>
19591           </screenshot>
19592           <para>The monetary columns in the fund table break down as follows:<orderedlist>
19593               <listitem>
19594                 <para>Base-level allocated is the "Amount" value you defined when creating the
19595                   fund</para>
19596               </listitem>
19597               <listitem>
19598                 <para>Base-level ordered is the ordered amount for this fund (without child
19599                   funds)</para>
19600               </listitem>
19601               <listitem>
19602                 <para>Total ordered is the base-level ordered for this fund and all its child
19603                   funds</para>
19604               </listitem>
19605               <listitem>
19606                 <para>Base-level spent is the spent amount for this fund (without child
19607                   funds)</para>
19608               </listitem>
19609               <listitem>
19610                 <para>Total spent is the base-level spent for this fund and all its child
19611                   funds</para>
19612               </listitem>
19613               <listitem>
19614                 <para>Base-level available is 1 - 2</para>
19615               </listitem>
19616               <listitem>
19617                 <para>Total available is 1 - 3</para>
19618               </listitem>
19619             </orderedlist></para>
19620
19621           <para>To the right of each fund you will find the 'Actions' button under which you will
19622             find the 'Edit,' 'Delete,' and 'Add Child Fund' options. </para>
19623           <screenshot>
19624             <screeninfo>Fund actions</screeninfo>
19625             <mediaobject>
19626               <imageobject>
19627                 <imagedata fileref="images/admin/acquisitions/fundactions.png"/>
19628               </imageobject>
19629             </mediaobject>
19630           </screenshot>
19631           <para>A child fund simply a sub-fund of the fund listed. An example would be to have a
19632             fund for 'Fiction' and under that have a fund for 'New Releases' and a fund for 'Science
19633             Fiction.' It is an optional way to further organize your finances.</para>
19634           <para>Funds with children will show with a small arrow to the left. Clicking that will
19635             show you the children funds.</para>
19636           <screenshot>
19637               <screeninfo>Child funds</screeninfo>
19638               <mediaobject>
19639                 <imageobject>
19640                   <imagedata fileref="images/admin/acquisitions/childfunds.png"/>
19641                 </imageobject>
19642               </mediaobject>
19643             </screenshot>
19644         </section>
19645
19646         <section id="fundsplanning">
19647           <title>Budget Planning</title>
19648
19649           <para>When viewing the list of funds click the 'Planning' button and
19650           choose how you would like to plan to spend your budget.</para>
19651
19652           <screenshot>
19653             <screeninfo>Planning pull down menu</screeninfo>
19654
19655             <mediaobject>
19656               <imageobject>
19657                 <imagedata fileref="images/admin/acquisitions/planningpulldown.png"/>
19658               </imageobject>
19659             </mediaobject>
19660           </screenshot>
19661
19662           <para>If you choose 'Plan by MONTHS' you will see the budgeted
19663           amount broken down by months:</para>
19664
19665           <screenshot>
19666             <screeninfo>Budget Planning Formula</screeninfo>
19667
19668             <mediaobject>
19669               <imageobject>
19670                 <imagedata fileref="images/admin/acquisitions/planningbymonths.png"/>
19671               </imageobject>
19672             </mediaobject>
19673           </screenshot>
19674
19675           <para>To hide some of the columns you can click the 'hide' link to the right (or below as
19676             in the screenshot above) the dates. To add more columns you can click the 'Show a
19677             column' link found below the 'Fund Remaining' heading.</para>
19678
19679           <screenshot>
19680             <screeninfo>Choose columns to add</screeninfo>
19681
19682             <mediaobject>
19683               <imageobject>
19684                 <imagedata fileref="images/admin/acquisitions/addplanningcol.png"/>
19685               </imageobject>
19686             </mediaobject>
19687           </screenshot>
19688
19689           <para>From here you can plan your budget spending by manually
19690           entering values or by clicking the 'Auto-fill row' button. If you
19691           choose to auto-fill the form the system will try to divide the
19692           amount accordingly, you may have to make some edits to split things
19693           more accurately.</para>
19694
19695           <screenshot>
19696             <screeninfo>Auto-filled columns</screeninfo>
19697
19698             <mediaobject>
19699               <imageobject>
19700                 <imagedata fileref="images/admin/acquisitions/autofill.png"/>
19701               </imageobject>
19702             </mediaobject>
19703           </screenshot>
19704
19705           <para>Once your changes are made, click the 'Save' button. If you
19706           would like to export your data as a CSV file you can do so by
19707           entering a file name in the 'Output to a file named' field and
19708           clicking the 'Output' button.</para>
19709
19710           <screenshot>
19711             <screeninfo>Export planning as CSV</screeninfo>
19712
19713             <mediaobject>
19714               <imageobject>
19715                 <imagedata fileref="images/admin/acquisitions/planningcsv.png"/>
19716               </imageobject>
19717             </mediaobject>
19718           </screenshot>
19719         </section>
19720       </section>
19721     </section>
19722
19723     <section id="additionaladmin">
19724       <title>Additional Parameters</title>
19725
19726       <itemizedlist>
19727         <listitem>
19728           <para><emphasis>Get there:</emphasis> More &gt; Administration &gt;
19729           Additional Parameters</para>
19730         </listitem>
19731       </itemizedlist>
19732
19733       <section id="z3950admin">
19734         <title>Z39.50/SRU servers</title>
19735
19736         <para>Z39.50 is a client–server protocol for searching and retrieving information from
19737           remote computer databases, in short it's a tool used for copy cataloging. </para>
19738         <para>SRU- Search/Retrieve via URL -  is a standard XML-based protocol for search queries,
19739           utilizing  CQL - Contextual Query Language - a standard syntax for representing queries. </para>
19740         <para>Using Koha you can connect to any Z39.50 or SRU target that is publicly available or
19741           that you have the log in information to and copy both bibliographic and/or authority
19742           records from that source.</para>
19743
19744         <itemizedlist>
19745           <listitem>
19746             <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Additional
19747               Parameters &gt; Z39.50/SRU Servers</para>
19748           </listitem>
19749         </itemizedlist>
19750
19751         <para>Koha comes with a default list of Z39.50/SRU targets set up that you can add to, edit
19752           or delete</para>
19753
19754         <screenshot>
19755           <screeninfo>List of Z39.50 Servers in Koha</screeninfo>
19756
19757           <mediaobject>
19758             <imageobject>
19759               <imagedata fileref="images/admin/additional/z39list.png"/>
19760             </imageobject>
19761           </mediaobject>
19762         </screenshot>
19763
19764         <para>To find additional Z39.50 targets you use IndexData's IRSpy: <ulink
19765             url="http://irspy.indexdata.com/">http://irspy.indexdata.com</ulink> or the Library of
19766           Congress's List of Targets <ulink url="http://www.loc.gov/z3950/"
19767             >http://www.loc.gov/z3950/</ulink>
19768         </para>
19769
19770         <section id="addztarget">
19771           <title>Add a Z39.50 Target</title>
19772
19773           <itemizedlist>
19774             <listitem>
19775               <para>From the main Z39.50 page, click 'New Z39.50
19776               Server'</para>
19777               <screenshot>
19778                 <screeninfo>New Z39.50 Server Form</screeninfo>
19779                 <mediaobject>
19780                   <imageobject>
19781                     <imagedata fileref="images/admin/additional/newz39.png"/>
19782                   </imageobject>
19783                 </mediaobject>
19784               </screenshot>
19785
19786               <itemizedlist>
19787                 <listitem>
19788                   <para>'Z39.50 server' should be populated with a name that will help you identify
19789                     the source (such as the library name).</para>
19790                 </listitem>
19791                 <listitem>
19792                   <para>'Hostname' will be the address to the Z39.50 target.</para>
19793                 </listitem>
19794                 <listitem>
19795                   <para>'Port' tells Koha what port to listen on to get results from this
19796                     target.</para>
19797                 </listitem>
19798                 <listitem>
19799                   <para>'Userid' and 'Password' are only required for servers that are password
19800                     protected.</para>
19801                 </listitem>
19802                 <listitem>
19803                   <para>Check the 'Preselected' box if you want this target to always be selected by
19804                     default.</para>
19805                 </listitem>
19806                 <listitem>
19807                   <para>'Rank' lets you enter where in the list you'd like this target to appear.<itemizedlist>
19808                       <listitem>
19809                         <para>If this is left blank the targets will be in alphabetical
19810                           order.</para>
19811                       </listitem>
19812                     </itemizedlist></para>
19813                 </listitem>
19814                 <listitem>
19815                   <para>'Syntax' is the MARC flavor you use.</para>
19816                 </listitem>
19817                 <listitem>
19818                   <para>'Encoding' tells the system how to read special characters.</para>
19819                 </listitem>
19820                 <listitem>
19821                   <para>'Timeout' is helpful for targets that take a long while. You can set the
19822                     timeout so that it doesn't keep trying the target if results aren't found in a
19823                     reasonable amount of time.</para>
19824                 </listitem>
19825                 <listitem>
19826                   <para>'Record type' lets you define if this is a bibliographic or an authority
19827                     target.</para>
19828                 </listitem>
19829                 <listitem>
19830                   <para>'XSLT file(s)' lets enter one or more (comma-separated) XSLT file names that
19831                     you want to apply on the search results.<itemizedlist>
19832                       <listitem>
19833                         <para>When retrieving records from external targets you may wish to automate
19834                           some changes to those records. XSLT's allow you to do this. Koha ships
19835                           with some sample XSLT files in the /koha-tmpl/intranet-tmpl/prog/en/xslt/
19836                           directory ready for use: <itemizedlist>
19837                             <listitem>
19838                               <para>Del952.xsl: Remove items (MARC21/NORMARC)</para>
19839                             </listitem>
19840                             <listitem>
19841                               <para>Del995.xsl: Remove items (UNIMARC)</para>
19842                             </listitem>
19843                             <listitem>
19844                               <para>Del9LinksExcept952.xsl: Remove $9 links. Skip item fields
19845                                 (MARC21/NORMARC)</para>
19846                             </listitem>
19847                             <listitem>
19848                               <para>Del9LinksExcept995.xsl: Remove $9 links. Skip item fields
19849                                 (UNIMARC)</para>
19850                             </listitem>
19851                           </itemizedlist></para>
19852                       </listitem>
19853                     </itemizedlist></para>
19854                 </listitem>
19855               </itemizedlist>
19856             </listitem>
19857           </itemizedlist>
19858         </section>
19859
19860         <section id="suggestztarget">
19861           <title>Suggested Bibliographic Z39.50 Targets</title>
19862           <para>Koha libraries with open Z39.50 targets can share and find connection information on
19863             the Koha wiki: <ulink url="http://wiki.koha-community.org/wiki/Koha_Open_Z39.50_Sources"
19864               >http://wiki.koha-community.org/wiki/Koha_Open_Z39.50_Sources</ulink>. You can also
19865             find open Z39.50 targets by visiting IRSpy: <ulink url="http://irspy.indexdata.com"
19866               >http://irspy.indexdata.com</ulink>.</para>
19867
19868           <para>The following targets have been used successfully by other
19869           Koha libraries (in the Americas):</para>
19870
19871           <itemizedlist>
19872             <listitem>
19873               <para>ACCESS PENNSYLVANIA 205.247.101.11:210 INNOPAC</para>
19874             </listitem>
19875             <listitem>
19876               <para>CUYAHOGA COUNTY PUBLIC webcat.cuyahoga.lib.oh.us:210
19877               INNOPAC</para>
19878             </listitem>
19879
19880             <listitem>
19881               <para>GREATER SUDBURY PUBLIC 216.223.90.51:210 INNOPAC</para>
19882             </listitem>
19883
19884             <listitem>
19885               <para>HALIFAX PUBLIC catalogue.halifaxpubliclibraries.ca:210
19886               horizon</para>
19887             </listitem>
19888
19889             <listitem>
19890               <para>HALTON HILLS PUBLIC cat.hhpl.on.ca:210 halton_hills</para>
19891             </listitem>
19892
19893             <listitem>
19894               <para>LIBRARY OF CONGRESS lx2.loc.gov: 210 LCDB</para>
19895             </listitem>
19896
19897             <listitem>
19898               <para>LONDON PUBLIC LIBRARY catalogue.londonpubliclibrary.ca:210
19899               INNOPAC</para>
19900             </listitem>
19901
19902             <listitem>
19903               <para>MANITOBA PUBLIC library.gov.mb.ca:210 horizon</para>
19904             </listitem>
19905
19906             <listitem>
19907               <para>MILTON PL cat.mpl.on.ca:210 horizon</para>
19908             </listitem>
19909
19910             <listitem>
19911               <para>NATIONAL LIBRARY OF WALES cat.llgc.org.uk:210 default</para>
19912             </listitem>
19913             <listitem>
19914               <para>NHUPAC 199.192.6.130:211 nh_nhupac</para>
19915             </listitem>
19916             <listitem>
19917               <para>OCEAN STATE LIBRARIES (RI) catalog.oslri.net:210 INNOPAC</para>
19918             </listitem>
19919             <listitem>
19920               <para>OHIOLINK olc1.ohiolink.edu:210 INNOPAC</para>
19921             </listitem>
19922             <listitem>
19923               <para>PUBCAT prod890.dol.state.vt.us:2300 unicorn</para>
19924             </listitem>
19925             <listitem>
19926               <para>SAN JOAQUIN VALLEY PUBLIC LIBRARY SYSTEM (CA) hip1.sjvls.org:210 ZSERVER</para>
19927             </listitem>
19928             <listitem>
19929               <para>SEATTLE PUBLIC LIBRARY ZSERVER.SPL.ORG:210 HORIZON</para>
19930             </listitem>
19931
19932             <listitem>
19933               <para>TORONTO PUBLIC symphony.torontopubliclibrary.ca:2200
19934               unicorn</para>
19935             </listitem>
19936
19937             <listitem>
19938               <para>TRI-UNI 129.97.129.194:7090 voyager</para>
19939             </listitem>
19940
19941             <listitem>
19942               <para>VANCOUVER PUBLIC LIBRARY z3950.vpl.ca:210 Horizon</para>
19943             </listitem>
19944           </itemizedlist>
19945         </section>
19946         <section id="suggestauthz39">
19947           <title>Suggested Authority Z39.50 Targets</title>
19948           <para>The following targets have been used successfully by other Koha libraries (in the
19949             Americas):</para>
19950           <itemizedlist>
19951             <listitem>
19952               <para>LIBRARIESAUSTRALIA AUTHORITIES z3950-test.librariesaustralia.nla.gov.au:210
19953                 AuthTraining Userid: ANLEZ / Password: z39.50</para>
19954             </listitem>
19955             <listitem>
19956               <para>LIBRARY OF CONGRESS NAME AUTHORITIES lx2.loc.gov:210 NAF </para>
19957             </listitem>
19958             <listitem>
19959               <para>LIBRARY OF CONGRESS SUBJECT AUTHORITIES lx2.loc.gov:210 SAF</para>
19960             </listitem>
19961           </itemizedlist>
19962         </section>
19963         <section id="addsru">
19964           <title>Add a SRU Target</title>
19965           <itemizedlist>
19966             <listitem>
19967               <para>From the main Z39.50/SRU page, click 'New SRU Server'</para>
19968               <screenshot>
19969                 <screeninfo>New SRU Server Form</screeninfo>
19970                 <mediaobject>
19971                   <imageobject>
19972                     <imagedata fileref="images/admin/additional/newsru.png"/>
19973                   </imageobject>
19974                 </mediaobject>
19975               </screenshot>
19976               <itemizedlist>
19977                 <listitem>
19978                   <para>'Server name' should be populated with a name that will help you identify
19979                     the source (such as the library name).</para>
19980                 </listitem>
19981                 <listitem>
19982                   <para>'Hostname' will be the address to the Z39.50 target.</para>
19983                 </listitem>
19984                 <listitem>
19985                   <para>'Port' tells Koha what port to listen on to get results from this
19986                     target.</para>
19987                 </listitem>
19988                 <listitem>
19989                   <para>'Userid' and 'Password' are only required for servers that are password
19990                     protected.</para>
19991                 </listitem>
19992                 <listitem>
19993                   <para>Check the 'Preselected' box if you want this target to always be selected by
19994                     default.</para>
19995                 </listitem>
19996                 <listitem>
19997                   <para>'Rank' lets you enter where in the list you'd like this target to appear.<itemizedlist>
19998                       <listitem>
19999                         <para>If this is left blank the targets will be in alphabetical
20000                           order.</para>
20001                       </listitem>
20002                     </itemizedlist></para>
20003                 </listitem>
20004                 <listitem>
20005                   <para>'Syntax' is the MARC flavor you use.</para>
20006                 </listitem>
20007                 <listitem>
20008                   <para>'Encoding' tells the system how to read special characters.</para>
20009                 </listitem>
20010                 <listitem>
20011                   <para>'Timeout' is helpful for targets that take a long while. You can set the
20012                     timeout so that it doesn't keep trying the target if results aren't found in a
20013                     reasonable amount of time.</para>
20014                 </listitem>
20015                 <listitem>
20016                   <para>'Additional SRU options' is where you can enter additional options of the
20017                     external server here, like sru_version=1.1 or schema=marc21, etc. Note that
20018                     these options are server dependent.</para>
20019                 </listitem>
20020                 <listitem>
20021                   <para>'SRU Search field mapping' lets you add or update the mapping from the
20022                     available fields on the Koha search form to the specific server dependent index
20023                     names. <itemizedlist>
20024                       <listitem>
20025                         <para>To further refine your searches, you could add the following index
20026                           names to the SRU search field mappings. To do this, edit the server and
20027                           click the Modify button next to this field.
20028                             <table cellpadding="4" cellspacing="4" frame="all">
20029                               <title>SRU Mapping</title>
20030
20031                               <tgroup align="left" cols="2" colsep="1" rowsep="1">
20032                               <tbody>
20033                                 <row>
20034                                   <entry>Title</entry>
20035                                   <entry>dc.title</entry>
20036                                 </row>
20037                                 <row>
20038                                   <entry>ISBN</entry>
20039                                   <entry>bath.isbn</entry>
20040                                 </row>
20041                                 <row>
20042                                   <entry>Any</entry>
20043                                   <entry>cql.anywhere</entry>
20044                                 </row>
20045                                 <row>
20046                                   <entry>Author</entry>
20047                                   <entry>dc.author</entry>
20048                                 </row>
20049                                 <row>
20050                                   <entry>ISSN</entry>
20051                                   <entry>bath.issn</entry>
20052                                 </row>
20053                                 <row>
20054                                   <entry>Subject</entry>
20055                                   <entry>dc.subject</entry>
20056                                 </row>
20057                                 <row>
20058                                   <entry>Standard ID</entry>
20059                                   <entry>bath.standardIdentifier</entry>
20060                                 </row>
20061                               </tbody>
20062                               </tgroup>
20063                           </table></para>
20064                       </listitem>
20065                     </itemizedlist></para>
20066                 </listitem>
20067                 <listitem>
20068                   <para>'XSLT file(s)' lets enter one or more (comma-separated) XSLT file names that
20069                     you want to apply on the search results.<itemizedlist>
20070                       <listitem>
20071                         <para>When retrieving records from external targets you may wish to automate
20072                           some changes to those records. XSLT's allow you to do this. Koha ships
20073                           with some sample XSLT files in the /koha-tmpl/intranet-tmpl/prog/en/xslt/
20074                           directory ready for use: <itemizedlist>
20075                             <listitem>
20076                               <para>Del952.xsl: Remove items (MARC21/NORMARC)</para>
20077                             </listitem>
20078                             <listitem>
20079                               <para>Del995.xsl: Remove items (UNIMARC)</para>
20080                             </listitem>
20081                             <listitem>
20082                               <para>Del9LinksExcept952.xsl: Remove $9 links. Skip item fields
20083                                 (MARC21/NORMARC)</para>
20084                             </listitem>
20085                             <listitem>
20086                               <para>Del9LinksExcept995.xsl: Remove $9 links. Skip item fields
20087                                 (UNIMARC)</para>
20088                             </listitem>
20089                           </itemizedlist></para>
20090                       </listitem>
20091                     </itemizedlist></para>
20092                 </listitem>
20093               </itemizedlist>
20094             </listitem>
20095           </itemizedlist>
20096         </section>
20097       </section>
20098       <section id="didyoumean">
20099         <title>Did you mean?</title>
20100         <para><emphasis>Get there:</emphasis> More &gt; Administration &gt; Additional Parameters
20101           &gt; Did you mean?</para>
20102         <para>Koha can offer 'Did you mean?' options on searches based on values in your <link linkend="catauthorities">authorities</link>.  <important>
20103             <para>Did you mean? only works in the OPAC at this time. The Intranet options are here
20104               for future development.</para>
20105           </important></para>
20106         <para>Using this page you can control which options Koha gives patrons on their search results.</para>
20107         <screenshot>
20108             <screeninfo>Did you mean?</screeninfo>
20109             <mediaobject>
20110               <imageobject>
20111                 <imagedata fileref="images/admin/additional/didyoumean.png"/>
20112               </imageobject>
20113             </mediaobject>
20114           </screenshot>
20115         <para>To turn on the 'Did you mean?' bar on your search results you need to check the box
20116           next to each plugin you would like to use. The two plugins you have to choose from are:<itemizedlist>
20117             <listitem>
20118               <para>The ExplodedTerms plugin suggests that the user try searching for
20119                 broader/narrower/related terms for a given search (e.g. a user searching for "New
20120                 York (State)" would click the link for narrower terms if they're also interested in
20121                 "New York (City)"). This is only relevant for libraries with highly hierarchical
20122                 authority data. </para>
20123             </listitem>
20124             <listitem>
20125               <para>The AuthorityFile plugin searches the authority file and suggests the user might
20126                 be interested in bibs linked to the top 5 authorities</para>
20127             </listitem>
20128           </itemizedlist></para>
20129         <para>If you want one plugin to take priority over another you simply drag it above the other.</para>
20130         <screenshot>
20131             <screeninfo>Drag and drop options</screeninfo>
20132             <mediaobject>
20133               <imageobject>
20134                 <imagedata fileref="images/admin/additional/didyoumeandrag.png"/>
20135               </imageobject>
20136             </mediaobject>
20137           </screenshot>
20138         <para>If you choose both plugins you will see several options at the top of your search results</para>
20139         <screenshot>
20140             <screeninfo>Both plugins</screeninfo>
20141             <mediaobject>
20142               <imageobject>
20143                 <imagedata fileref="images/admin/additional/didyoumeanopacexplode.png"/>
20144               </imageobject>
20145             </mediaobject>
20146           </screenshot>
20147         <para>If you choose just the AuthorityFile you'll see just authorities.</para>
20148         <screenshot>
20149             <screeninfo>AuthorityFile</screeninfo>
20150             <mediaobject>
20151               <imageobject>
20152                 <imagedata fileref="images/admin/additional/didyoumeanopacauth.png"/>
20153               </imageobject>
20154             </mediaobject>
20155           </screenshot>
20156       </section>
20157       <section id="admincolumns">
20158         <title>Column settings</title>
20159         <para>This administration area will help you hide or display columns on fixed tables
20160           throughout the staff client. </para>
20161         <itemizedlist>
20162           <listitem>
20163             <para><emphasis>Get there:</emphasis> Administration &gt; Additional Parameters > Column
20164               settings</para>
20165           </listitem>
20166         </itemizedlist>
20167         <screenshot>
20168           <screeninfo>Column settings</screeninfo>
20169           <mediaobject>
20170             <imageobject>
20171               <imagedata fileref="images/admin/additional/columns.png"/>
20172             </imageobject>
20173           </mediaobject>
20174         </screenshot>
20175         <para>Clicking on the module you'd like to edit tables for will show you the options
20176           available to you. </para>
20177         <para>This area lets you control the columns that show in the table in question. If nothing
20178           is hidden you will see no check marks in the 'is hidden by default' column.</para>
20179         <screenshot>
20180           <screeninfo>Column settings</screeninfo>
20181           <mediaobject>
20182             <imageobject>
20183               <imagedata fileref="images/admin/additional/setcurrencynohide.png"/>
20184             </imageobject>
20185           </mediaobject>
20186         </screenshot>
20187         <para>And will see all of the columns when viewing the table on its regular page.</para>
20188         <screenshot>
20189           <screeninfo>Columns on currency table</screeninfo>
20190           <mediaobject>
20191             <imageobject>
20192               <imagedata fileref="images/admin/additional/currenciesnohide.png"/>
20193             </imageobject>
20194           </mediaobject>
20195         </screenshot>
20196         <para>If columns are hidden they will have checks in the 'is hidden by default'
20197           column.</para>
20198         <screenshot>
20199           <screeninfo>Column settings</screeninfo>
20200           <mediaobject>
20201             <imageobject>
20202               <imagedata fileref="images/admin/additional/setcurrencyhide.png"/>
20203             </imageobject>
20204           </mediaobject>
20205         </screenshot>
20206         <para>And hidden when you view the table.</para>
20207         <screenshot>
20208           <screeninfo>Columns on currency table</screeninfo>
20209           <mediaobject>
20210             <imageobject>
20211               <imagedata fileref="images/admin/additional/currencieshide.png"/>
20212             </imageobject>
20213           </mediaobject>
20214         </screenshot>
20215         <para>You can also toggle columns using the 'Show/Hide Columns button in the top right of
20216           the page</para>
20217         <screenshot>
20218           <screeninfo>Toggle columns</screeninfo>
20219           <mediaobject>
20220             <imageobject>
20221               <imagedata fileref="images/admin/additional/togglecolumns.png"/>
20222             </imageobject>
20223           </mediaobject>
20224         </screenshot>
20225       </section>
20226       <section id="audioadmin">
20227         <title>Audio alerts</title>
20228         <para>If you have your <link linkend="AudioAlerts">AudioAlerts</link> preference set to
20229           'Enable' you will be able to control the various alert sounds that Koha uses from this
20230           area.</para>
20231         <itemizedlist>
20232           <listitem>
20233             <para><emphasis>Get there:</emphasis> More &gt; Administration > Additional Parameters >
20234               Audio alerts</para>
20235           </listitem>
20236         </itemizedlist>
20237         <para>Each dialog box in Koha has a CSS class assigned to it that can be used as a selector
20238           for a sound.<screenshot>
20239             <screeninfo>Audio alerts</screeninfo>
20240             <mediaobject>
20241               <imageobject>
20242                 <imagedata fileref="images/admin/additional/alerts.png"/>
20243               </imageobject>
20244             </mediaobject>
20245           </screenshot></para>
20246         <para>You can edit the defaults by clicking the 'Edit' button to the right of each alert<screenshot>
20247             <screeninfo>Edit alert</screeninfo>
20248             <mediaobject>
20249               <imageobject>
20250                 <imagedata fileref="images/admin/additional/editalert.png"/>
20251               </imageobject>
20252             </mediaobject>
20253           </screenshot></para>
20254         <para>You can assign alerts to other CSS classes in Koha by entering that information in the
20255           selector box.  For example if you enter
20256           <programlisting id="comment_text_146">body:contains('Check in message')</programlisting></para>
20257         <para>Then when you visit the checkin page you will hear an alert.</para>
20258         <para>Every page in Koha has a unique ID in the body tag which can be used to limit a sound
20259           to a specific page </para>
20260         <para>Any ID selector (where html contains id="name_of_id" ) and can also be a trigger as:
20261           #name_of_selector </para>
20262       </section>
20263       <section id="smsadmin">
20264         <title>SMS cellular providers</title>
20265         <important><para>This option will only appear if the <link linkend="SMSSendDriver">SMSSendDriver</link>
20266           preference is set to 'Email'</para></important>
20267         <para>From here you can enter as many cellular providers as you need to send SMS notices to
20268           your patrons using the email protocol.<screenshot>
20269             <screeninfo>SMS Providers</screeninfo>
20270             <mediaobject>
20271               <imageobject>
20272                 <imagedata fileref="images/admin/additional/smsproviders.png"/>
20273               </imageobject>
20274             </mediaobject>
20275           </screenshot></para>
20276         <para>Some examples in the US are:<table frame="all" id="smsproviderstbl">
20277             <title>SMS Provider Examples</title>
20278             <tgroup cols="2">
20279               <colspec colname="c1" colnum="1"/>
20280               <colspec colname="c2" colnum="2"/>
20281               <thead>
20282                 <row>
20283                   <entry>Mobile Carrier</entry>
20284                   <entry>SMS Gateway Domain</entry>
20285                 </row>
20286               </thead>
20287               <tbody>
20288                 <row>
20289                   <entry>Alltel</entry>
20290                   <entry>sms.alltelwireless.com</entry>
20291                 </row>
20292                 <row>
20293                   <entry>AT&amp;T</entry>
20294                   <entry>txt.att.net</entry>
20295                 </row>
20296                 <row>
20297                   <entry>Boost Mobile</entry>
20298                   <entry>sms.myboostmobile.com</entry>
20299                 </row>
20300                 <row>
20301                   <entry>Project Fi</entry>
20302                   <entry>msg.fi.google.com</entry>
20303                 </row>
20304                 <row>
20305                   <entry>Republic Wireless</entry>
20306                   <entry>text.republicwireless.com</entry>
20307                 </row>
20308                 <row>
20309                   <entry>Sprint</entry>
20310                   <entry>messaging.sprintpcs.com</entry>
20311                 </row>
20312                 <row>
20313                   <entry>T-Mobile</entry>
20314                   <entry>tmomail.net</entry>
20315                 </row>
20316                 <row>
20317                   <entry>U.S. Cellular</entry>
20318                   <entry>email.uscc.net</entry>
20319                 </row>
20320                 <row>
20321                   <entry>Verizon Wireless</entry>
20322                   <entry>vtext.com</entry>
20323                 </row>
20324                 <row>
20325                   <entry>Virgin Mobile</entry>
20326                   <entry>vmobl.com</entry>
20327                 </row>
20328               </tbody>
20329             </tgroup>
20330           </table></para>
20331
20332         <para>To add new providers enter the details in the form and click 'Add new' to save.<screenshot>
20333             <screeninfo>Add SMS Provider</screeninfo>
20334             <mediaobject>
20335               <imageobject>
20336                 <imagedata fileref="images/admin/additional/smsadd.png"/>
20337               </imageobject>
20338             </mediaobject>
20339           </screenshot></para>
20340         <para>These options will appear in the OPAC for patrons to choose from on the <link
20341             linkend="opacmymsgs">messaging tab</link> if you have <link
20342             linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link> enabled.<screenshot>
20343             <screeninfo>Options for providers in the OPAC</screeninfo>
20344             <mediaobject>
20345               <imageobject>
20346                 <imagedata fileref="images/admin/additional/smsopacoptions.png"/>
20347               </imageobject>
20348             </mediaobject>
20349           </screenshot></para>
20350       </section>
20351     </section>
20352   </chapter>
20353
20354   <chapter id="tools">
20355     <title>Tools</title>
20356
20357     <para>Tools in Koha all perform some sort of action. Often many of the
20358     items listed under Tools in Koha are referred to as 'Reports' in other
20359     library management systems.</para>
20360
20361     <itemizedlist>
20362       <listitem>
20363         <para><emphasis>Get there:</emphasis> More &gt; Tools</para>
20364       </listitem>
20365     </itemizedlist>
20366
20367     <section id="patrontools">
20368       <title>Patrons and Circulation</title>
20369
20370       <para/>
20371       <section id="patronlists">
20372         <title>Patron lists</title>
20373         <itemizedlist>
20374           <listitem>
20375             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons and Circulation &gt;
20376               Patron lists</para>
20377           </listitem>
20378         </itemizedlist>
20379         <para>Patron lists are a way to store a group of patrons for easy modification via the <link
20380             linkend="batchpatronmod">batch patron modification tool</link> or reporting.</para>
20381         <screenshot>
20382           <screeninfo>Patron lists</screeninfo>
20383           <mediaobject>
20384             <imageobject>
20385               <imagedata fileref="images/tools/patronlists/patronlists.png"/>
20386             </imageobject>
20387           </mediaobject>
20388         </screenshot>
20389         <para>To create a new list of patrons click the 'New patron list' button</para>
20390         <screenshot>
20391             <screeninfo>New patron list</screeninfo>
20392             <mediaobject>
20393               <imageobject>
20394                 <imagedata fileref="images/tools/patronlists/newpatronlist.png"/>
20395               </imageobject>
20396             </mediaobject>
20397           </screenshot>
20398         <para>Enter a list name and save the list.</para>
20399         <screenshot>
20400             <screeninfo>Empty patron list</screeninfo>
20401             <mediaobject>
20402               <imageobject>
20403                 <imagedata fileref="images/tools/patronlists/addtopatronlist.png"/>
20404               </imageobject>
20405             </mediaobject>
20406           </screenshot>
20407         <para>To add patrons to the list click the 'Add patrons' button to the right of the list
20408           name.</para>
20409           <screenshot>
20410             <screeninfo>Add patron to a list</screeninfo>
20411             <mediaobject>
20412               <imageobject>
20413                 <imagedata fileref="images/tools/patronlists/addpatrontolist.png"/>
20414               </imageobject>
20415             </mediaobject>
20416           </screenshot>
20417         <para>Enter the patron's name or cardnumber in the search box and click on the right result
20418           to add the patron.</para>
20419         <screenshot>
20420             <screeninfo>Patrons to add</screeninfo>
20421             <mediaobject>
20422               <imageobject>
20423                 <imagedata fileref="images/tools/patronlists/patronstoadd.png"/>
20424               </imageobject>
20425             </mediaobject>
20426           </screenshot>
20427         <para>Once you have all of the patrons you would like to add you can click the 'Update'
20428           button to save them to the list.</para>
20429           <screenshot>
20430             <screeninfo>List of patrons</screeninfo>
20431             <mediaobject>
20432               <imageobject>
20433                 <imagedata fileref="images/tools/patronlists/patronlist.png"/>
20434               </imageobject>
20435             </mediaobject>
20436           </screenshot>
20437       </section>
20438
20439       <section id="comments">
20440         <title>Comments</title>
20441
20442         <itemizedlist>
20443           <listitem>
20444             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
20445             and Circulation &gt; Comments</para>
20446           </listitem>
20447         </itemizedlist>
20448
20449         <para>All comments added by patrons via the OPAC to bibliographic records require moderation
20450           by the librarians. If there are comments awaiting moderation they will be listed on the
20451           main page of the staff client below the module list:</para>
20452
20453         <screenshot>
20454           <screeninfo>Comments pending approval</screeninfo>
20455
20456           <mediaobject>
20457             <imageobject>
20458               <imagedata fileref="images/tools/comments/commentswaiting.png"/>
20459             </imageobject>
20460           </mediaobject>
20461         </screenshot>
20462         <para>and next to the Comments tool on the Tools Module<screenshot>
20463             <screeninfo>Comment count on Tools</screeninfo>
20464             <mediaobject>
20465               <imageobject>
20466                 <imagedata fileref="images/tools/comments/commentswaitingtools.png"/>
20467               </imageobject>
20468             </mediaobject>
20469           </screenshot></para>
20470
20471         <para>To moderate comments click on the notification on the main
20472         dashboard or go directly to the Comments Tool and click 'Approve' or
20473         'Delete' to the right of the comments awaiting moderation.</para>
20474
20475         <screenshot>
20476           <screeninfo>Comment awaiting moderation</screeninfo>
20477
20478           <mediaobject>
20479             <imageobject>
20480               <imagedata fileref="images/tools/comments/commentmoderation.png"/>
20481             </imageobject>
20482           </mediaobject>
20483         </screenshot>
20484
20485         <para>If there are no comments to moderate you will see a message
20486         saying just that</para>
20487
20488         <screenshot>
20489           <screeninfo>No comments to moderate</screeninfo>
20490
20491           <mediaobject>
20492             <imageobject>
20493               <imagedata fileref="images/tools/comments/nocomments.png"/>
20494             </imageobject>
20495           </mediaobject>
20496         </screenshot>
20497
20498         <para>You can also review and unapprove comments you have approved in
20499         the past by choosing the 'Approved comments' tab</para>
20500
20501         <screenshot>
20502           <screeninfo>Approved comments</screeninfo>
20503
20504           <mediaobject>
20505             <imageobject>
20506               <imagedata fileref="images/tools/comments/commentapproved.png"/>
20507             </imageobject>
20508           </mediaobject>
20509         </screenshot>
20510       </section>
20511
20512       <section id="patronimport">
20513         <title>Patron Import</title>
20514
20515         <itemizedlist>
20516           <listitem>
20517             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
20518             and Circulation &gt; Import Patrons</para>
20519           </listitem>
20520         </itemizedlist>
20521
20522         <para>The patron import tool can be used at any time to add patrons in
20523         bulk. It is commonly used in universities and schools when a new batch
20524         of students registers.</para>
20525
20526         <section id="createpatronfile">
20527           <title>Creating Patron File</title>
20528
20529           <para>Your Koha installation comes with a blank CSV file that you
20530           can use as a template for your patron records. If you would like to
20531           create the file yourself, make sure that your file has the following
20532           fields in this order as the header row:</para>
20533           <para>cardnumber, surname, firstname, title, othernames, initials, streetnumber,
20534             streettype, address, address2, city, state, zipcode, country, email, phone, mobile, fax,
20535             emailpro, phonepro, B_streetnumber, B_streettype, B_address, B_address2, B_city,
20536             B_state, B_zipcode, B_country, B_email, B_phone, dateofbirth, branchcode, categorycode,
20537             dateenrolled, dateexpiry, gonenoaddress, lost, debarred, debarredcomment, contactname,
20538             contactfirstname, contacttitle, guarantorid, borrowernotes, relationship, ethnicity,
20539             ethnotes, sex, password, flags, userid, opacnote, contactnote, sort1, sort2,
20540             altcontactfirstname, altcontactsurname, altcontactaddress1, altcontactaddress2,
20541             altcontactaddress3, altcontactstate, altcontactzipcode, altcontactcountry,
20542             altcontactphone, smsalertnumber, privacy, patron_attributes  </para>
20543
20544           <important>
20545             <para>The 'password' should be stored in plaintext, and will be converted to a Bcrypt
20546               hash.</para>
20547
20548                 <para>If your passwords are already encrypted, talk to your
20549                 systems administrator about options</para>
20550           </important>
20551
20552           <important>
20553             <para>Date formats should match your <link linkend="dateformat">system preference</link>, and must be
20554             zero-padded, e.g. '01/02/2008'.</para>
20555           </important>
20556
20557           <important>
20558             <para>The fields 'branchcode', 'categorycode' and all fields you have defined in the
20559                 <link linkend="BorrowerMandatoryField">BorrowerMandatoryField</link> preference are
20560               required and must match valid entries in your database.</para>
20561           </important>
20562
20563           <note>
20564             <para>If loading <link linkend="patronattributetypes">patron
20565             attributes</link>, the 'patron_attributes' field should contain a
20566             comma-separated list of attribute types and values.</para>
20567
20568             <itemizedlist>
20569               <listitem>
20570                 <para>The attribute type code and a colon should precede each value.<itemizedlist>
20571                     <listitem>
20572                       <para>For example: "INSTID:12345,BASEBALL:Cubs" </para>
20573                     </listitem>
20574                     <listitem>
20575                       <para>This field must be wrapped in quotes if multiple values are defined.
20576                       </para>
20577                     </listitem>
20578                     <listitem>
20579                       <para>Since values can contain spaces, additional doubled-quotes may be
20580                         required: <itemizedlist>
20581                           <listitem>
20582                             <para>"INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox""" </para>
20583                           </listitem>
20584                         </itemizedlist></para>
20585                     </listitem>
20586                     <listitem>
20587                       <para>When replacing a patron record, any attributes specified in the input
20588                         file replace all of the attribute values of any type that were previously
20589                         assigned to the patron record. </para>
20590                     </listitem>
20591                   </itemizedlist></para>
20592               </listitem>
20593             </itemizedlist>
20594           </note>
20595         </section>
20596
20597         <section id="importpatrons">
20598           <title>Importing Patrons</title>
20599
20600           <para>Once you have created your file, you can use the Patron Import
20601           Tool to bring the data into Koha.</para>
20602
20603           <itemizedlist>
20604             <listitem>
20605               <para>Choose your CSV file </para>
20606               <screenshot>
20607                 <screeninfo>Import Patron Form</screeninfo>
20608                 <mediaobject>
20609                   <imageobject>
20610                     <imagedata fileref="images/tools/importpatrons/importpatrons.png"/>
20611                   </imageobject>
20612                 </mediaobject>
20613               </screenshot>
20614             </listitem>
20615             <listitem>
20616               <para>Choose to match on 'Cardnumber' or 'Username' to prevent adding of duplicate
20617                 card numbers to the system</para>
20618               <screenshot>
20619                 <screeninfo>Patron match options</screeninfo>
20620                 <mediaobject>
20621                   <imageobject>
20622                     <imagedata fileref="images/tools/importpatrons/patronmatch.png"/>
20623                   </imageobject>
20624                 </mediaobject>
20625               </screenshot>
20626             </listitem>
20627
20628             <listitem>
20629               <para>Next you can choose default values to apply to all patrons
20630               you are importing</para>
20631
20632               <itemizedlist>
20633                 <listitem>
20634                   <para>ex. If you're importing patrons specific to one branch
20635                   you can use the field on the Import form to apply the branch
20636                   code to all those you are importing.</para>
20637                 </listitem>
20638               </itemizedlist>
20639             </listitem>
20640
20641             <listitem>
20642               <para>Finally you need to decide on what data you want to
20643               replace if there are duplicates.</para>
20644
20645               <screenshot>
20646                 <screeninfo>If match found</screeninfo>
20647
20648                 <mediaobject>
20649                   <imageobject>
20650                     <imagedata fileref="images/tools/importpatrons/patronmatching.png"/>
20651                   </imageobject>
20652                 </mediaobject>
20653               </screenshot>
20654
20655               <itemizedlist>
20656                 <listitem>
20657                   <para>A matching record is found using the field you chose
20658                   for matching criteria to prevent duplication</para>
20659                 </listitem>
20660
20661                 <listitem>
20662                   <para>If you included patron attributes in your file you can
20663                   decide whether to add your values to existing values or
20664                   erase existing values and enter only your new values.</para>
20665                 </listitem>
20666               </itemizedlist>
20667             </listitem>
20668           </itemizedlist>
20669         </section>
20670       </section>
20671
20672       <section id="notices">
20673         <title>Notices &amp; Slips</title>
20674
20675         <itemizedlist>
20676           <listitem>
20677             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
20678             and Circulation &gt; Notices &amp; Slips</para>
20679           </listitem>
20680         </itemizedlist>
20681
20682         <para>All notices and circulation receipts (or slips) generated by
20683         Koha can be customized using the Notices &amp; Slips Tool. The system
20684         comes with several predefined templates that will appear when you
20685         first visit this tool.</para>
20686
20687         <screenshot>
20688           <screeninfo>Notices &amp; Slips Tool</screeninfo>
20689
20690           <mediaobject>
20691             <imageobject>
20692               <imagedata fileref="images/tools/notices/notices.png"/>
20693             </imageobject>
20694           </mediaobject>
20695         </screenshot>
20696
20697         <para>Each notice can be edited, but only a few can be deleted, this
20698         is to prevent system errors should a message try to send without a
20699         template. Each notice and slip can be edited on a per library basis,
20700         by default you will see the notices for all libraries.</para>
20701
20702         <para>If you have a style you'd like applied to all slips you can
20703         point the <link linkend="SlipCSS">SlipCSS</link> preference to a
20704         stylesheet. The same is true for notices, using the <link linkend="NoticeCSS">NoticeCSS</link> preference to define a
20705         stylesheet.</para>
20706         <para>You will also want to review the <link linkend="noticesfieldguide">Notices &amp; Slips
20707             Field Guide</link> for more information on formatting these notices. </para>
20708
20709         <section id="addnotices">
20710           <title>Adding Notices &amp; Slips</title>
20711
20712           <para>To add a new notice or slip</para>
20713
20714           <itemizedlist>
20715             <listitem>
20716               <para>Click 'New Notice'</para>
20717
20718               <screenshot>
20719                 <screeninfo>New Notice Form</screeninfo>
20720
20721                 <mediaobject>
20722                   <imageobject>
20723                     <imagedata fileref="images/tools/notices/newnotice.png"/>
20724                   </imageobject>
20725                 </mediaobject>
20726               </screenshot>
20727             </listitem>
20728
20729             <listitem>
20730               <para>Choose which library this notice or slip is for<itemizedlist>
20731                   <listitem>
20732                     <important>
20733                       <para>Not all notices can be branch specific for more information review the
20734                           <link linkend="noticesfieldguide">Notices &amp; Slips Field Guide</link>
20735                         in this manual. </para>
20736                     </important>
20737                   </listitem>
20738                 </itemizedlist></para>
20739             </listitem>
20740
20741             <listitem>
20742               <para>Choose the module this notice is related to</para>
20743             </listitem>
20744
20745             <listitem>
20746               <para>The Code is limited to 20 characters</para>
20747
20748               <itemizedlist>
20749                 <listitem>
20750                   <important>
20751                     <para>When working with the overdue notices you want each
20752                     notice at each branch to have a unique code. Think about
20753                     using the branch code in front of the notice code for each
20754                     branch.</para>
20755                   </important>
20756                 </listitem>
20757               </itemizedlist>
20758             </listitem>
20759
20760             <listitem>
20761               <para>Use the name field to expand on your Code</para>
20762
20763               <itemizedlist>
20764                 <listitem>
20765                   <note>
20766                     <para>With overdue notices, be sure to put your branch
20767                     name in the description as well so that it will be visible
20768                     when setting up your <link linkend="noticetriggers">triggers</link>.</para>
20769                   </note>
20770                 </listitem>
20771               </itemizedlist>
20772             </listitem>
20773
20774             <listitem>
20775               <para>Next you can customize the notice for every possible delivery method<itemizedlist>
20776                   <listitem>
20777                     <para>Every notice should have an Email template set for it<screenshot>
20778                         <screeninfo>New Email notice</screeninfo>
20779                         <mediaobject>
20780                           <imageobject>
20781                             <imagedata fileref="images/tools/notices/newemail.png"/>
20782                           </imageobject>
20783                         </mediaobject>
20784                       </screenshot></para>
20785                   </listitem>
20786                   <listitem>
20787                     <para>If you're using the <link linkend="TalkingTechItivaPhoneNotification"
20788                         >TalkingTechItivaPhoneNotification</link> service you can set up a Phone notification<screenshot>
20789                         <screeninfo>New Phone notice</screeninfo>
20790                         <mediaobject>
20791                           <imageobject>
20792                             <imagedata fileref="images/tools/notices/newphone.png"/>
20793                           </imageobject>
20794                         </mediaobject>
20795                       </screenshot></para>
20796                   </listitem>
20797                   <listitem>
20798                     <para>If you plan on printing this notice you can set the Print template next<screenshot>
20799                         <screeninfo>New Print notice</screeninfo>
20800                         <mediaobject>
20801                           <imageobject>
20802                             <imagedata fileref="images/tools/notices/newprint.png"/>
20803                           </imageobject>
20804                         </mediaobject>
20805                       </screenshot></para>
20806                   </listitem>
20807                   <listitem>
20808                     <para>If you have enabled SMS notices with the <link linkend="SMSSendDriver"
20809                         >SMSSendDriver</link> preference you can set the text for your SMS notices next<screenshot>
20810                         <screeninfo>New SMS notice</screeninfo>
20811                         <mediaobject>
20812                           <imageobject>
20813                             <imagedata fileref="images/tools/notices/newsms.png"/>
20814                           </imageobject>
20815                         </mediaobject>
20816                       </screenshot></para>
20817                   </listitem>
20818                 </itemizedlist></para>
20819             </listitem>
20820             <listitem>
20821               <para>Each notice offers you the same options<itemizedlist>
20822                 <listitem>
20823                   <para>If you plan on writing the notice or slip in HTML check
20824                     the 'HTML Message' box, otherwise the content will be generated
20825                     as plain text</para>
20826                 </listitem>
20827
20828                 <listitem>
20829                   <para>Message Subject is what will appear in the subject line of
20830                     the email</para>
20831                 </listitem>
20832
20833                 <listitem>
20834                   <para>In the message body feel free to type whatever message you
20835                     feel is best, use the fields on the left hand side to enter
20836                     individualized data from the from database.</para>
20837
20838                   <itemizedlist>
20839                       <listitem>
20840                         <note>
20841                           <para>Review the <link linkend="noticesfieldguide">Notices &amp; Slip
20842                               Field Guide</link> for info on what fields can be used here.</para>
20843                         </note>
20844                       </listitem>
20845                     <listitem>
20846                       <important>
20847                         <para>Overdue notices can use &lt;&lt;items.content&gt;&gt; tags by themselves,
20848                           or use &lt;item&gt;&lt;/item&gt; to span all of the tags. Learn more about the
20849                           <link linkend="noticemarkup">Overdue Notice Markup</link></para>
20850                         <itemizedlist>
20851                           <listitem>
20852                             <para>On overdue notices make sure to use &lt;&lt;items.content&gt;&gt; tags
20853                               to print out the data related to all items that are overdue.</para>
20854                           </listitem>
20855                         </itemizedlist>
20856                         <itemizedlist>
20857                           <listitem>
20858                             <para>The other option, only for overdue notices, is to use the
20859                               &lt;item&gt;&lt;/item&gt; tags to span the line so that it will print out
20860                               multiple lines One example for the &lt;item&gt;&lt;/item&gt; tag option
20861                               is:</para>
20862                             <para>&lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by
20863                               &lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;,
20864                               Barcode: &lt;&lt;items.barcode&gt;&gt; , Checkout date:
20865                               &lt;&lt;issues.issuedate&gt;&gt;, Due date:
20866                               &lt;&lt;issues.date_due&gt;&gt; Fine: &lt;&lt;items.fine>> Due date:
20867                               &lt;&lt;issues.date_due&gt;&gt; &lt;/item&gt;</para>
20868                           </listitem>
20869                         </itemizedlist>
20870                       </important>
20871                     </listitem>
20872                     <listitem>
20873                       <important>
20874                         <para>Only the overdue notices take advantage of the &lt;item&gt;&lt;/item&gt;
20875                           tags, all other notices referencing items need to use
20876                           &lt;&lt;items.content&gt;&gt;</para>
20877                       </important>
20878                     </listitem>
20879                     <listitem>
20880                       <note>
20881                         <para>To add today's date you can use the &lt;&lt;today&gt;&gt; syntax</para>
20882                       </note>
20883                     </listitem>
20884                       <listitem>
20885                         <note>
20886                           <para>If you don't want to print the patron's full name on your slips or
20887                             notice you can enter data in the Other name or Initials field for each
20888                             patron and use that value instead.</para>
20889                         </note>
20890                       </listitem>
20891                   </itemizedlist>
20892                 </listitem>
20893                 </itemizedlist></para>
20894             </listitem>
20895           </itemizedlist>
20896
20897           <section id="noticemarkup">
20898             <title>Overdue Notice Markup</title>
20899
20900             <para>When creating your overdue notices there are two tags in addition to the various
20901               database fields that you can use in your notices. You will also want to review the
20902                 <link linkend="noticesfieldguide">Notices &amp; Slips Field Guide</link> for
20903               information on formatting item information in these notices. <important>
20904                 <para>These new tags only work on the overdue notices, not other circulation related
20905                   notices at this time.</para>
20906               </important>These tags are &lt;item&gt; and &lt;/item&gt; which should enclose all
20907               fields from the biblio, biblioitems, and items tables.</para>
20908
20909             <para>An example of using these tags in a notice template might be like:</para>
20910
20911             <programlisting>   The following item(s) is/are currently overdue:
20912
20913    &lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by &lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;, Barcode: &lt;&lt;items.barcode&gt;&gt; Fine: &lt;&lt;items.fine>>&lt;/item&gt;</programlisting>
20914
20915             <para>Which, assuming two items were overdue, would result in a notice
20916               like:<programlisting>   The following item(s) is/are currently overdue:
20917
20918    "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
20919    "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50</programlisting></para>
20920           </section>
20921         </section>
20922
20923         <section id="existingnotices">
20924           <title>Existing Notices &amp; Slips</title>
20925
20926           <para>Among the default notices are notices for several common actions within Koha. All of
20927             these notices can be customized by altering their text via the Notices &amp; Slips tool
20928             and their style using the <link linkend="NoticeCSS">NoticeCSS</link> preference to
20929             define a stylesheet. You will also want to review the <link linkend="noticesfieldguide"
20930               >Notices &amp; Slips Field Guide</link> for information on formatting item information
20931             in these notices. Here are some of what those notices do:</para>
20932
20933           <itemizedlist>
20934             <listitem>
20935               <para id="ACCTDETAILS">ACCTDETAILS</para>
20936
20937               <itemizedlist>
20938                 <listitem>
20939                   <para>Sent to patrons when their account is set up if the
20940                   <link linkend="AutoEmailOPACUser">AutoEmailOPACUser</link>
20941                   preference is set to 'Send'</para>
20942                 </listitem>
20943               </itemizedlist>
20944             </listitem>
20945
20946             <listitem>
20947               <para id="ACQCLAIM">ACQCLAIM (Acquisition Claim)</para>
20948
20949               <itemizedlist>
20950                 <listitem>
20951                   <para>Used in the claim acquisition module</para>
20952                 </listitem>
20953
20954                 <listitem>
20955                   <para><emphasis>Get there:</emphasis> More &gt; Acquisitions
20956                   &gt; Late issues</para>
20957                 </listitem>
20958               </itemizedlist>
20959             </listitem>
20960             <listitem>
20961               <para>CHECKIN<itemizedlist>
20962                   <listitem>
20963                     <para>This notice is sent as the 'Check in' notice for all items that are
20964                       checked in</para>
20965                   </listitem>
20966                   <listitem>
20967                     <para>This notice is used if two criteria are met:</para>
20968                     <orderedlist>
20969                       <listitem>
20970                         <para>The <link linkend="EnhancedMessagingPreferences"
20971                             >EnhancedMessagingPreferences</link> is set to 'Allow'</para>
20972                       </listitem>
20973                       <listitem>
20974                         <para>The patron has requested to receive this notice</para>
20975                         <itemizedlist>
20976                           <listitem>
20977                             <para><emphasis>Get there: </emphasis>OPAC &gt; Login &gt; my
20978                               messaging</para>
20979                           </listitem>
20980                           <listitem>
20981                             <para><emphasis>Get there: </emphasis>Staff Client &gt; Patron Record
20982                               &gt; <link linkend="patnotices">Notices</link></para>
20983                           </listitem>
20984                         </itemizedlist>
20985                       </listitem>
20986                     </orderedlist>
20987                   </listitem>
20988                 </itemizedlist></para>
20989             </listitem>
20990             <listitem>
20991               <para>CHECKOUT<itemizedlist>
20992                   <listitem>
20993                     <para>This notice is sent as the 'Check out' notice for all items that are
20994                       checked out</para>
20995                   </listitem>
20996                   <listitem>
20997                     <para>This notice is used if two criteria are met:</para>
20998                     <orderedlist>
20999                       <listitem>
21000                         <para>The <link linkend="EnhancedMessagingPreferences"
21001                             >EnhancedMessagingPreferences</link> is set to 'Allow'</para>
21002                       </listitem>
21003                       <listitem>
21004                         <para>The patron has requested to receive this notice</para>
21005                         <itemizedlist>
21006                           <listitem>
21007                             <para><emphasis>Get there: </emphasis>OPAC &gt; Login &gt; my
21008                               messaging</para>
21009                           </listitem>
21010                           <listitem>
21011                             <para><emphasis>Get there: </emphasis>Staff Client &gt; Patron Record
21012                               &gt; <link linkend="patnotices">Notices</link></para>
21013                           </listitem>
21014                         </itemizedlist>
21015                       </listitem>
21016                     </orderedlist>
21017                   </listitem>
21018                 </itemizedlist></para>
21019             </listitem>
21020             <listitem>
21021               <para>DUE<itemizedlist>
21022                   <listitem>
21023                     <para>This notice is sent as the 'Item due' for an item is due</para>
21024                   </listitem>
21025                   <listitem>
21026                     <para>This notice is used if two criteria are met:</para>
21027                     <orderedlist>
21028                       <listitem>
21029                         <para>The <link linkend="EnhancedMessagingPreferences"
21030                             >EnhancedMessagingPreferences</link> is set to 'Allow'</para>
21031                       </listitem>
21032                       <listitem>
21033                         <para>The patron has requested to receive this notice</para>
21034                         <itemizedlist>
21035                           <listitem>
21036                             <para><emphasis>Get there: </emphasis>OPAC &gt; Login &gt; my
21037                               messaging</para>
21038                           </listitem>
21039                           <listitem>
21040                             <para><emphasis>Get there: </emphasis>Staff Client &gt; Patron Record
21041                               &gt; <link linkend="patnotices">Notices</link></para>
21042                           </listitem>
21043                         </itemizedlist>
21044                       </listitem>
21045                     </orderedlist>
21046                   </listitem>
21047                 </itemizedlist></para>
21048             </listitem>
21049             <listitem>
21050               <para>DUEDGST<itemizedlist>
21051                   <listitem>
21052                     <para>This notice is sent as the 'Item due' for all items that are due</para>
21053                   </listitem>
21054                   <listitem>
21055                     <para>This notice is used if two criteria are met:</para>
21056                     <orderedlist>
21057                       <listitem>
21058                         <para>The <link linkend="EnhancedMessagingPreferences"
21059                             >EnhancedMessagingPreferences</link> is set to 'Allow'</para>
21060                       </listitem>
21061                       <listitem>
21062                         <para>The patron has requested to receive this notice as a digest</para>
21063                         <itemizedlist>
21064                           <listitem>
21065                             <para><emphasis>Get there: </emphasis>OPAC &gt; Login &gt; my
21066                               messaging</para>
21067                           </listitem>
21068                           <listitem>
21069                             <para><emphasis>Get there: </emphasis>Staff Client &gt; Patron Record
21070                               &gt; <link linkend="patnotices">Notices</link></para>
21071                           </listitem>
21072                         </itemizedlist>
21073                       </listitem>
21074                     </orderedlist>
21075                   </listitem>
21076                 </itemizedlist></para>
21077             </listitem>
21078
21079             <listitem>
21080               <para id="HOLDnotice">HOLD (Hold Available for Pickup)</para>
21081
21082               <itemizedlist>
21083                 <listitem>
21084                   <para>This notice is used if two criteria are met:</para>
21085
21086                   <orderedlist>
21087                     <listitem>
21088                       <para>The <link linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link>
21089                       is set to 'Allow'</para>
21090                     </listitem>
21091
21092                     <listitem>
21093                       <para>The patron has requested to receive this
21094                       notice</para>
21095
21096                       <itemizedlist>
21097                         <listitem>
21098                           <para><emphasis>Get there: </emphasis>OPAC &gt;
21099                           Login &gt; my messaging</para>
21100                         </listitem>
21101
21102                         <listitem>
21103                           <para><emphasis>Get there: </emphasis>Staff Client
21104                           &gt; Patron Record &gt; <link linkend="patnotices">Notices</link></para>
21105                         </listitem>
21106                       </itemizedlist>
21107                     </listitem>
21108                   </orderedlist>
21109                 </listitem>
21110
21111                 <listitem>
21112                   <para>When this notice references the branches table it is
21113                   referring to the pickup branch information.</para>
21114                 </listitem>
21115               </itemizedlist>
21116             </listitem>
21117
21118             <listitem>
21119               <para id="HOLDPLACED">HOLDPLACED (a notice to the library staff
21120               that a hold has been placed)</para>
21121
21122               <itemizedlist>
21123                 <listitem>
21124                   <para>This notice requires the <link linkend="emailLibrarianWhenHoldIsPlaced">emailLibrarianWhenHoldIsPlaced</link>
21125                   system preference to be set to 'Enable'</para>
21126                 </listitem>
21127
21128                 <listitem>
21129                   <para>When this notice references the branches table it is
21130                   referring to the pickup branch information.</para>
21131                 </listitem>
21132               </itemizedlist>
21133             </listitem>
21134             <listitem>
21135               <para>MEMBERSHIP_EXPIRY<itemizedlist>
21136                   <listitem>
21137                     <para>This notice can be sent to patrons to warn them that their cards are
21138                       expiring soon.</para>
21139                   </listitem>
21140                   <listitem>
21141                     <para>Requires that you have the <link linkend="MembershipExpiryDaysNotice"
21142                         >MembershipExpiryDaysNotice</link> set and the <link
21143                         linkend="patronexpirycron">related cron job</link> set.</para>
21144                   </listitem>
21145                 </itemizedlist></para>
21146             </listitem>
21147
21148             <listitem>
21149               <para id="ODUE">ODUE (Overdue Notice)</para>
21150
21151               <itemizedlist>
21152                 <listitem>
21153                   <para>This notice is used to send Overdue Notices to
21154                   Patrons</para>
21155                 </listitem>
21156
21157                 <listitem>
21158                   <para>See a <link linkend="samplenotice">Sample Overdue
21159                   Notice</link></para>
21160                 </listitem>
21161
21162                 <listitem>
21163                   <para>Requires that you set <link linkend="noticetriggers">Overdue Notice/Status
21164                   Triggers</link></para>
21165                 </listitem>
21166               </itemizedlist>
21167             </listitem>
21168             <listitem>
21169               <para>PREDUE<itemizedlist>
21170                   <listitem>
21171                     <para>This notice is sent as the 'Advanced notice' for an item is due</para>
21172                   </listitem>
21173                   <listitem>
21174                     <para>This notice is used if two criteria are met:</para>
21175                     <orderedlist>
21176                       <listitem>
21177                         <para>The <link linkend="EnhancedMessagingPreferences"
21178                             >EnhancedMessagingPreferences</link> is set to 'Allow'</para>
21179                       </listitem>
21180                       <listitem>
21181                         <para>The patron has requested to receive this notice</para>
21182                         <itemizedlist>
21183                           <listitem>
21184                             <para><emphasis>Get there: </emphasis>OPAC &gt; Login &gt; my
21185                               messaging</para>
21186                           </listitem>
21187                           <listitem>
21188                             <para><emphasis>Get there: </emphasis>Staff Client &gt; Patron Record
21189                               &gt; <link linkend="patnotices">Notices</link></para>
21190                           </listitem>
21191                         </itemizedlist>
21192                       </listitem>
21193                     </orderedlist>
21194                   </listitem>
21195                 </itemizedlist></para>
21196             </listitem>
21197             <listitem>
21198               <para>PREDUEDGST<itemizedlist>
21199                   <listitem>
21200                     <para>This notice is sent as the 'Advanced notice' for all items that are
21201                       due</para>
21202                   </listitem>
21203                   <listitem>
21204                     <para>This notice is used if two criteria are met:</para>
21205                     <orderedlist>
21206                       <listitem>
21207                         <para>The <link linkend="EnhancedMessagingPreferences"
21208                             >EnhancedMessagingPreferences</link> is set to 'Allow'</para>
21209                       </listitem>
21210                       <listitem>
21211                         <para>The patron has requested to receive this notice as a digest</para>
21212                         <itemizedlist>
21213                           <listitem>
21214                             <para><emphasis>Get there: </emphasis>OPAC &gt; Login &gt; my
21215                               messaging</para>
21216                           </listitem>
21217                           <listitem>
21218                             <para><emphasis>Get there: </emphasis>Staff Client &gt; Patron Record
21219                               &gt; <link linkend="patnotices">Notices</link></para>
21220                           </listitem>
21221                         </itemizedlist>
21222                       </listitem>
21223                     </orderedlist>
21224                   </listitem>
21225                 </itemizedlist></para>
21226             </listitem>
21227             <listitem>
21228               <para>RENEWAL<itemizedlist>
21229                   <listitem>
21230                     <para>This notice is sent as the 'Check out' notice for all items that are
21231                       renewed</para>
21232                   </listitem>
21233                   <listitem>
21234                     <para>This notice is used if three criteria are met:</para>
21235                     <orderedlist>
21236                       <listitem>
21237                         <para>The <link linkend="EnhancedMessagingPreferences"
21238                             >EnhancedMessagingPreferences</link> is set to 'Allow'</para>
21239                       </listitem>
21240                       <listitem>
21241                         <para>The <link linkend="RenewalSendNotice">RenewalSendNotice</link>
21242                           preference is set to 'Send'</para>
21243                       </listitem>
21244                       <listitem>
21245                         <para>The patron has requested to receive the checkout notice</para>
21246                         <itemizedlist>
21247                           <listitem>
21248                             <para><emphasis>Get there: </emphasis>OPAC &gt; Login &gt; my
21249                               messaging</para>
21250                           </listitem>
21251                           <listitem>
21252                             <para><emphasis>Get there: </emphasis>Staff Client &gt; Patron Record
21253                               &gt; <link linkend="patnotices">Notices</link></para>
21254                           </listitem>
21255                         </itemizedlist>
21256                       </listitem>
21257                     </orderedlist>
21258                   </listitem>
21259                 </itemizedlist></para>
21260             </listitem>
21261
21262             <listitem>
21263               <para id="RLIST">RLIST (Routing List)</para>
21264
21265               <itemizedlist>
21266                 <listitem>
21267                   <para>Used in the serials module to notify patrons/staff of
21268                   new issues of a serial</para>
21269
21270                   <itemizedlist>
21271                     <listitem>
21272                       <para><emphasis>Get there:</emphasis> More &gt; Serials
21273                       &gt; <link linkend="newsubscription">New
21274                       Subscription</link></para>
21275                     </listitem>
21276                   </itemizedlist>
21277                 </listitem>
21278
21279                 <listitem>
21280                   <para>You have the option to select the 'Routing List'
21281                   notice when creating a new subscription (Choose from the
21282                   'Patron notification' drop down).</para>
21283                 </listitem>
21284
21285                 <listitem>
21286                   <note>
21287                     <para>Notice also that if you'd like to notify patrons of
21288                     new serial issues, you can click on 'define a notice'
21289                     which will take you to the 'Notices' tool</para>
21290                   </note>
21291                 </listitem>
21292               </itemizedlist>
21293             </listitem>
21294             <listitem>
21295               <para>SHARE_ACCEPT<itemizedlist>
21296                   <listitem>
21297                     <para>Used to notify a patron when another patron has accepted their shared
21298                       list.</para>
21299                   </listitem>
21300                   <listitem>
21301                     <para>Requires that you set <link linkend="OpacAllowSharingPrivateLists"
21302                         >OpacAllowSharingPrivateLists</link> to 'Allow'</para>
21303                   </listitem>
21304                 </itemizedlist></para>
21305             </listitem>
21306             <listitem>
21307               <para>SHARE_INVITE <itemizedlist>
21308                   <listitem>
21309                     <para>Used to notify a patron that another patron would like to share a list
21310                       with them.</para>
21311                   </listitem>
21312                   <listitem>
21313                     <para>Requires that you set <link linkend="OpacAllowSharingPrivateLists"
21314                         >OpacAllowSharingPrivateLists</link> to 'Allow'</para>
21315                   </listitem>
21316                 </itemizedlist></para>
21317             </listitem>
21318             <listitem id="toprocessnotice">
21319               <para>TO_PROCESS<itemizedlist>
21320                   <listitem>
21321                     <para>Used to notify a staff member if a purchase suggestion has been moved to
21322                       the fund they manage</para>
21323                   </listitem>
21324                   <listitem>
21325                     <para>Requires the <link linkend="emailsuggestfund"
21326                         >notice_unprocessed_suggestions</link> cron job</para>
21327                   </listitem>
21328                 </itemizedlist></para>
21329             </listitem>
21330           </itemizedlist>
21331
21332           <para>There are also a set of predefined slips (or receipts) listed
21333           on this page. All of these slips can be customized by altering their
21334           text via the Notices &amp; Slips tool and their style using the
21335           <link linkend="SlipCSS">SlipCSS</link> preference to define a
21336           stylesheet. Here is what those slips are used for:</para>
21337
21338           <itemizedlist>
21339             <listitem>
21340               <para>ISSUEQSLIP</para>
21341
21342               <itemizedlist>
21343                 <listitem>
21344                   <para>Used to print the quick slip in circulation</para>
21345                 </listitem>
21346
21347                 <listitem>
21348                   <para>The quick slip only includes items that were checked
21349                   out today</para>
21350                 </listitem>
21351               </itemizedlist>
21352             </listitem>
21353
21354             <listitem>
21355               <para>ISSUESLIP</para>
21356
21357               <itemizedlist>
21358                 <listitem>
21359                   <para>Used to print a full slip in circulation</para>
21360                 </listitem>
21361
21362                 <listitem>
21363                   <para>The slip or receipt will show items checked out today
21364                   as well as items that are still checked out</para>
21365                 </listitem>
21366               </itemizedlist>
21367             </listitem>
21368
21369             <listitem>
21370               <para>HOLD_SLIP</para>
21371
21372               <itemizedlist>
21373                 <listitem>
21374                   <para>Used to print a holds slip</para>
21375                 </listitem>
21376
21377                 <listitem>
21378                   <para>The holds slip is generated when a hold is
21379                   confirmed</para>
21380                 </listitem>
21381               </itemizedlist>
21382             </listitem>
21383             <listitem>
21384               <para>TRANSFERSLIP</para>
21385               <itemizedlist>
21386                 <listitem>
21387                   <para>Used to print a transfer slip</para>
21388                 </listitem>
21389                 <listitem>
21390                   <para>The transfer slip is printed when you confirm a transfer from one branch to
21391                     another in your system</para>
21392                 </listitem>
21393               </itemizedlist>
21394             </listitem>
21395           </itemizedlist>
21396         </section>
21397       </section>
21398
21399       <section id="noticetriggers">
21400         <title>Overdue Notice/Status Triggers</title>
21401
21402         <itemizedlist>
21403           <listitem>
21404             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
21405             and Circulation &gt; Overdue Notice/Status Triggers</para>
21406           </listitem>
21407         </itemizedlist>
21408
21409         <para>In order to send the overdue notices that you defined using the
21410         <link linkend="notices">Notices</link> tool, you need to first set the
21411         triggers to have these messages.</para>
21412
21413         <important>
21414           <para>In order to have overdue notices sent to your patrons, you
21415           need to <link linkend="addingpatroncat">set that patron
21416           category</link> to require overdue notices.</para>
21417         </important>
21418
21419         <para><important>
21420             <para>Depending on the value of your <link linkend="OverdueNoticeCalendar"
21421                 >OverdueNoticeCalendar</link> preference the delay may or may not include days the
21422               library is closed based on the <link linkend="calholidays">holiday
21423               calendar</link>.</para>
21424           </important>The Overdue Notice/Status Triggers tool gives the librarian the power to send
21425           up to three notices to each patron type notifying them of overdue items</para>
21426
21427         <screenshot>
21428           <screeninfo>Overdue Notice/Status Triggers Tool</screeninfo>
21429
21430           <mediaobject>
21431             <imageobject>
21432               <imagedata fileref="images/tools/triggers.png"/>
21433             </imageobject>
21434           </mediaobject>
21435         </screenshot>
21436
21437         <itemizedlist>
21438           <listitem>
21439             <para>Delay is the number of days after an issue is due before an
21440             action is triggered.</para>
21441
21442             <itemizedlist>
21443               <listitem>
21444                 <important>
21445                   <para>If you want Koha to trigger an action (send a letter
21446                   or restrict member), a delay value is required.</para>
21447                 </important>
21448               </listitem>
21449             </itemizedlist>
21450           </listitem>
21451
21452           <listitem>
21453             <para>To send additional notices, click on the tabs for 'Second'
21454             and 'Third' notice</para>
21455           </listitem>
21456
21457           <listitem>
21458             <para>If you would like to prevent a patron from checking items out because of their
21459               overdue items, check the 'Restrict' box, this will put a notice on the patron's record
21460               at checkout informing the librarian that the patron cannot check out due to overdue items.<itemizedlist>
21461                 <listitem>
21462                   <para>If you choose to restrict a patron in this way you can also have Koha
21463                     automatically remove that restriction with the <link
21464                       linkend="AutoRemoveOverduesRestrictions">AutoRemoveOverduesRestrictions</link>
21465                     preference.</para>
21466                 </listitem>
21467               </itemizedlist></para>
21468           </listitem>
21469
21470           <listitem>
21471             <para>Next you can choose the delivery method for the overdue notice. You can choose
21472               from Email, Phone (if you are using the <link
21473                 linkend="TalkingTechItivaPhoneNotification">iTiva Talking Tech service</link>),
21474               Print and SMS (if you have set your <link linkend="SMSSendDriver"
21475               >SMSSendDriver</link>). <itemizedlist>
21476                 <listitem>
21477                   <note>
21478                     <para>The Feed option is not yet a feature in Koha, it is there for future
21479                       development.</para>
21480                   </note>
21481                 </listitem>
21482               </itemizedlist></para>
21483           </listitem>
21484           <listitem>
21485             <para>See a <link linkend="samplenotice">Sample Overdue Notice</link></para>
21486           </listitem>
21487         </itemizedlist>
21488       </section>
21489
21490       <section id="patroncardcreator">
21491         <title>Patron Card Creator</title>
21492
21493         <itemizedlist>
21494           <listitem>
21495             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patron Card Creator</para>
21496           </listitem>
21497         </itemizedlist>
21498
21499         <para>The Patron Card Creator allow you to use layouts and templates which you design to
21500           print your custom patron cards on your printer. Here are some of the features of the
21501           Patron Card Creator module:</para>
21502
21503         <itemizedlist>
21504           <listitem>
21505             <para>Customize patron card layouts with text retrieved from the Koha patron data</para>
21506           </listitem>
21507
21508           <listitem>
21509             <para>Design custom card templates for printed patron cards (to match the label
21510               sheets)</para>
21511           </listitem>
21512
21513           <listitem>
21514             <para>Build and manage batches of patron cards to print</para>
21515           </listitem>
21516
21517           <listitem>
21518             <para>Export (as PDF) single or multiple batches to print</para>
21519           </listitem>
21520
21521           <listitem>
21522             <para>Export (as PDF) single or multiple patron cards from within a batch</para>
21523           </listitem>
21524         </itemizedlist>
21525         <section id="cardlayouts">
21526           <title>Layouts</title>
21527           <itemizedlist>
21528             <listitem>
21529               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patron Card Creator &gt;
21530                 Manage > Layouts</para>
21531             </listitem>
21532           </itemizedlist>
21533           <para>A layout defines the text and images that will be printed on to the card and where
21534             it will appear. <note>
21535               <para>Up to three lines of text, the patron's number in barcode representation and up
21536                 to two images can be printed on to the card.</para>
21537             </note></para>
21538           <section id="addcardlayout">
21539             <title>Add a Layout</title>
21540             <para>If you have no layouts defined, you will add a new layout by clicking the 'New'
21541               button and choosing 'Layout'.<screenshot>
21542                 <screeninfo>New layout button</screeninfo>
21543                 <mediaobject>
21544                   <imageobject>
21545                     <imagedata fileref="images/tools/patroncards/newlayout.png"/>
21546                   </imageobject>
21547                 </mediaobject>
21548               </screenshot></para>
21549             <para>You may also choose to press 'Manage layout' on the left side. Here you are
21550               offered a list of available layouts you can select for editing. But at the top of the
21551               page there is still the 'New layout' button.</para>
21552             <screenshot>
21553               <screeninfo>Add New Layout</screeninfo>
21554               <mediaobject>
21555                 <imageobject>
21556                   <imagedata fileref="images/tools/patroncards/addlayout.png"/>
21557                 </imageobject>
21558               </mediaobject>
21559             </screenshot>
21560             <itemizedlist>
21561               <listitem>
21562                 <para>The name you assign to the layout is for your benefit, name it something that
21563                   will be easy to identify at a later date</para>
21564               </listitem>
21565               <listitem>
21566                 <para>The Units pull down is used to define what measurement scale you're going to
21567                   be using for your layout.</para>
21568                 <screenshot>
21569                   <screeninfo>Units of Measurement</screeninfo>
21570                   <mediaobject>
21571                     <imageobject>
21572                       <imagedata fileref="images/tools/patroncards/units.png"/>
21573                     </imageobject>
21574                   </mediaobject>
21575                 </screenshot>
21576                 <itemizedlist>
21577                   <listitem>
21578                     <note>
21579                       <para>A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch is 25.4 SI
21580                         Millimeters </para>
21581                     </note>
21582                   </listitem>
21583                 </itemizedlist>
21584               </listitem>
21585               <listitem>
21586                 <para>Next note if this layout is for the front or the back of the patron
21587                   card</para>
21588                 <itemizedlist>
21589                   <listitem>
21590                     <para>
21591                       <note>
21592                         <para>You will need a layout for both the front and back of your card if you
21593                           have 2-sided library cards, this option doesn't allow you to print two
21594                           sided cards, just lets you track which side of the card you're
21595                           designing.</para>
21596                       </note>
21597                     </para>
21598                   </listitem>
21599                 </itemizedlist>
21600               </listitem>
21601               <listitem>
21602                 <para>You have the option of adding up to 3 lines of text to your card. Your text
21603                   can be static text of your choosing and/or fields from the patron record. If you
21604                   want to print fields from the patron record you want to put the field names in
21605                   brackets like so - &lt;firstname&gt;<itemizedlist>
21606                     <listitem>
21607                       <note>
21608                         <para>A full list of field names can be found in the database schema at
21609                             <ulink url="http://schema.koha-community.org"
21610                             >http://schema.koha-community.org</ulink></para>
21611                       </note>
21612                     </listitem>
21613                   </itemizedlist></para>
21614               </listitem>
21615               <listitem>
21616                 <para>For each line of text, you can choose your font, font size and the location of
21617                   the text on the card using the lower X and Y coordinates</para>
21618               </listitem>
21619               <listitem>
21620                 <para>In order to show the barcode and the patron card number you will need to check
21621                   the 'Print Card Number as Barcode' option. This will turn the patron card number
21622                   into a barcode. If you want the number to print in human readable format you will
21623                   need to check the 'Print Card Number as Text Under Barcode' option.</para>
21624               </listitem>
21625               <listitem>
21626                 <para>Finally you can choose up to two images to print on the card.</para>
21627                 <itemizedlist>
21628                   <listitem>
21629                     <para>One can be the <link linkend="uploadpatronimages">patron image</link>
21630                       which you can resize to meet your needs.</para>
21631                   </listitem>
21632                   <listitem>
21633                     <para>The other image can be something like a library logo or symbol that you
21634                       uploaded using the '<link linkend="managecardimages">Manage Images</link>'
21635                       module of the Patron Card Creator Tool.</para>
21636                   </listitem>
21637                 </itemizedlist>
21638               </listitem>
21639             </itemizedlist>
21640             <para><important>
21641                 <para>It is the designers responsibility to define textlines, barcode and images
21642                   such that overlap is avoided.</para>
21643               </important>After saving, your layouts will appear on the 'Manage layouts'
21644               page.</para>
21645             <screenshot>
21646               <screeninfo>Manage Layouts</screeninfo>
21647               <mediaobject>
21648                 <imageobject>
21649                   <imagedata fileref="images/tools/patroncards/managelayouts.png"/>
21650                 </imageobject>
21651               </mediaobject>
21652             </screenshot>
21653           </section>
21654         </section>
21655
21656         <section id="patrontemplate">
21657           <title>Templates</title>
21658
21659           <itemizedlist>
21660             <listitem>
21661               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patron Card Creator &gt;
21662                 Manage > Card templates</para>
21663             </listitem>
21664           </itemizedlist>
21665
21666           <para>A template describes the arrangement of labels on the label sheet/card stock you are
21667             using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or
21668             Avery 28371 for your patron cards, just to give a couple of examples. All of the
21669             information you will need for setting up a template may be on the packaging, and if not
21670             it can usually be found on the vendor's website or can be measured from a sample
21671             sheet.</para>
21672
21673           <section id="addcardtemplate">
21674             <title>Add a Template</title>
21675
21676             <para>To add a new template click on the 'New template' button at the top of your page
21677               which brings you to the Edit template form immediately. You may also choose to press
21678               'Manage templates' on the left side. Here you are offered a list of available
21679               templates you can select for editing. But in the top of the page there is still the
21680               'New template' button.</para>
21681             <screenshot>
21682               <screeninfo>New template button</screeninfo>
21683               <mediaobject>
21684                 <imageobject>
21685                   <imagedata fileref="images/tools/patroncards/newtemplate.png"/>
21686                 </imageobject>
21687               </mediaobject>
21688             </screenshot>
21689
21690             <para>Using the form that appears after pressing either 'Edit' or 'New template'you can
21691               define the template for your sheet of labels or cards. </para>
21692
21693             <screenshot>
21694               <screeninfo>Add Patron Card Template</screeninfo>
21695
21696               <mediaobject>
21697                 <imageobject>
21698                   <imagedata fileref="images/tools/patroncards/edittemplate.png"/>
21699                 </imageobject>
21700               </mediaobject>
21701             </screenshot>
21702
21703             <itemizedlist>
21704               <listitem>
21705                 <para>Template ID is simply a system generated unique id</para>
21706               </listitem>
21707
21708               <listitem>
21709                 <para>Template Code should be the name of this template to identify it on a list of
21710                   templates</para>
21711               </listitem>
21712
21713               <listitem>
21714                 <para>You can use the Template Description to add additional
21715                 information about the template</para>
21716               </listitem>
21717
21718               <listitem>
21719                 <para>The Units pull down is used to define what measurement scale you're going to
21720                   be using for the template. </para>
21721                 <screenshot>
21722                   <screeninfo>Measurement Units</screeninfo>
21723                   <mediaobject>
21724                     <imageobject>
21725                       <imagedata fileref="images/tools/patroncards/units.png"/>
21726                     </imageobject>
21727                   </mediaobject>
21728                 </screenshot>
21729                 <itemizedlist>
21730                   <listitem>
21731                     <note>
21732                       <para>A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch is 25.4 SI
21733                         Millimeters </para>
21734                     </note>
21735                   </listitem>
21736                 </itemizedlist>
21737               </listitem>
21738
21739               <listitem>
21740                 <para>The measurements (page height, page width, card width, card height) may be on
21741                   the packaging, and if not it can usually be found on the vendor's website or can
21742                   be measured from a sample sheet.</para>
21743               </listitem>
21744
21745               <listitem>
21746                 <para>A profile is a set of "adjustments" applied to a given template just prior to
21747                   printing which compensates for anomalies unique and peculiar to a given printer
21748                   (to which the profile is assigned). </para>
21749
21750                 <itemizedlist>
21751                   <listitem>
21752                     <para>Before defining a profile try printing some sample cards so that you can
21753                       take measurements to define a profile to perform the right adjustments for
21754                       your printer/template combination.</para>
21755                   </listitem>
21756
21757                   <listitem>
21758                     <para>After finding and documenting any anomalies in the printed document, then
21759                       you can <link linkend="addcardprofile">create a profile</link> and assign it
21760                       to the template.</para>
21761                   </listitem>
21762                   <listitem>
21763                     <para>
21764                       <important>
21765                         <para>Do not specify a profile unless needed, i.e. do not click to define a
21766                           printer profile. It is not possible to remove a profile from a template
21767                           but you can switch to another profile. </para>
21768                       </important>
21769                     </para>
21770                   </listitem>
21771                   <listitem>
21772                     <note>
21773                       <para>If you are using different printers you may be required to define
21774                         several templates that are identical only different profiles are
21775                         specified.</para>
21776                     </note>
21777                   </listitem>
21778                 </itemizedlist>
21779               </listitem>
21780             </itemizedlist>
21781
21782             <para>After saving, your templates will appear on the 'Manage templates' page.</para>
21783
21784             <screenshot>
21785               <screeninfo>Manage Templates</screeninfo>
21786
21787               <mediaobject>
21788                 <imageobject>
21789                   <imagedata fileref="images/tools/patroncards/managetemplates.png"/>
21790                 </imageobject>
21791               </mediaobject>
21792             </screenshot>
21793           </section>
21794         </section>
21795
21796         <section id="patronprofile">
21797           <title>Profiles</title>
21798
21799           <itemizedlist>
21800             <listitem>
21801               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patron Card Creator &gt;
21802                 Manage > Profiles</para>
21803             </listitem>
21804           </itemizedlist>
21805
21806           <para>A profile is a set of "adjustments" applied to a given <link
21807               linkend="patrontemplate">template</link> just prior to printing which compensates for
21808             anomalies unique and peculiar to a given printer. This means if you set a template up
21809             and then print a sample set of data and find that the items are not all aligned the same
21810             on each card, you need to set up a profile for each printer (or even different tray
21811             selections on the same printer) to make up for the differences in printing styles, such
21812             as the shifting of text to the left, right, top or bottom.</para>
21813
21814           <para>If your cards are printing just the way you want, you will not
21815           need a profile.</para>
21816
21817           <section id="addcardprofile">
21818             <title>Add a Profile</title>
21819
21820             <para>To add a new profile, you want to click on the 'Profiles'
21821             button at the top of your page and choose 'New Profile'</para>
21822
21823             <screenshot>
21824               <screeninfo>New Profile Button</screeninfo>
21825
21826               <mediaobject>
21827                 <imageobject>
21828                   <imagedata fileref="images/tools/patroncards/newprofile.png"/>
21829                 </imageobject>
21830               </mediaobject>
21831             </screenshot>
21832             <para>To add a new profile, you want to click on the 'New profile' button at the top of
21833               your page. Using the form that appears you can define the values to correct the card
21834               misalignments on your label sheet. You may also choose 'Manage profiles' on the left
21835               side and select one of the currently available profiles for editing.</para>
21836
21837             <screenshot>
21838               <screeninfo>Add Printer Profile</screeninfo>
21839
21840               <mediaobject>
21841                 <imageobject>
21842                   <imagedata fileref="images/tools/patroncards/addprofile.png"/>
21843                 </imageobject>
21844               </mediaobject>
21845             </screenshot>
21846
21847             <itemizedlist>
21848               <listitem>
21849                 <para>The Printer Name and Paper Bin do not have to match your printer exactly, they
21850                   are for your reference so you can remember what printer you have set the profile
21851                   for. <itemizedlist>
21852                     <listitem>
21853                       <para>
21854                         <note>
21855                           <para>For example: if you want to use the Printer model number in printer
21856                             name you can, or you can call it 'the printer on my desk'</para>
21857                         </note>
21858                       </para>
21859                     </listitem>
21860                   </itemizedlist></para>
21861               </listitem>
21862
21863               <listitem>
21864                 <para>Template will be filled in once you have chosen which
21865                 template to apply the profile to on the <link linkend="addcardtemplate">template edit form</link></para>
21866               </listitem>
21867
21868               <listitem>
21869                 <para>The Units pull down is used to define what measurement
21870                 scale you're going to be using for your profile.</para>
21871
21872                 <screenshot>
21873                   <screeninfo>Units of Measurement</screeninfo>
21874
21875                   <mediaobject>
21876                     <imageobject>
21877                       <imagedata fileref="images/tools/patroncards/units.png"/>
21878                     </imageobject>
21879                   </mediaobject>
21880                 </screenshot>
21881                 <itemizedlist>
21882                   <listitem>
21883                     <note>
21884                       <para>A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch is 25.4 SI
21885                         Millimeters </para>
21886                     </note>
21887                   </listitem>
21888                 </itemizedlist>
21889               </listitem>
21890
21891               <listitem>
21892                 <para>Offset should be used when the entire image is off center either vertically or
21893                   horizontally. Creep describes a condition where the distance between the labels changes
21894                   across the page or up and down the page<itemizedlist>
21895                     <listitem>
21896                       <para>For offset and creep values, negative numbers move the printed
21897                         information up and to the left on the printed sheet and positive numbers
21898                         move down and to the right</para>
21899                     </listitem>
21900                   <listitem>
21901                     <para>Example: the text is printed 0 .25" from the left edge of the first label,
21902                       0 .28" from the left edge of the second label and 0 .31" from the left edge of
21903                       the third label. This means the horizontal creep should be set to (minus)
21904                       -0.03 " to make up for this difference.</para>
21905                   </listitem>
21906                 </itemizedlist></para>
21907               </listitem>
21908             </itemizedlist>
21909
21910             <para>After saving, your profiles will appear on the 'Manage Printer Profiles'
21911               page.</para>
21912
21913             <screenshot>
21914               <screeninfo>Manage Profiles</screeninfo>
21915
21916               <mediaobject>
21917                 <imageobject>
21918                   <imagedata fileref="images/tools/patroncards/manageprofiles.png"/>
21919                 </imageobject>
21920               </mediaobject>
21921             </screenshot>
21922
21923             <para>Once you have saved your new profile, you can return to the
21924             list of templates and choose to edit the template that this
21925             profile is for.</para>
21926           </section>
21927         </section>
21928
21929         <section id="patroncardbatches">
21930           <title>Batches</title>
21931
21932           <itemizedlist>
21933             <listitem>
21934               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patron Card Creator &gt;
21935                 Manage > Card batches</para>
21936             </listitem>
21937           </itemizedlist>
21938
21939           <para>A batch is a collection of patrons for whom you want to
21940           generate cards.</para>
21941
21942           <section id="addcardbatch">
21943             <title>Add a Batch</title>
21944
21945             <para>To add a new batch, you want to click on the 'New batches' button at the top of
21946               your page. Choosing the menu item 'Manage batches' on the left a list of already
21947               defined batches is displayed. In this display you can either select a batch for
21948               editing or add a new batch.</para>
21949
21950             <screenshot>
21951               <screeninfo>New Batch Button</screeninfo>
21952
21953               <mediaobject>
21954                 <imageobject>
21955                   <imagedata fileref="images/tools/patroncards/newbatch.png"/>
21956                 </imageobject>
21957               </mediaobject>
21958             </screenshot>
21959             <para> For a new batch a message pops up and directs you to select patrons to be
21960               processed in this batch.<screenshot>
21961                 <screeninfo>No items in batch</screeninfo>
21962                 <mediaobject>
21963                   <imageobject>
21964                     <imagedata fileref="images/tools/patroncards/noitemsbatch.png"/>
21965                   </imageobject>
21966                 </mediaobject>
21967               </screenshot></para>
21968
21969             <para>After choosing the 'Add item(s)' button the Patron Search window pops up.<screenshot>
21970                 <screeninfo>Patron search</screeninfo>
21971                 <mediaobject>
21972                   <imageobject>
21973                     <imagedata fileref="images/tools/patroncards/patronsearch.png"/>
21974                   </imageobject>
21975                 </mediaobject>
21976               </screenshot></para>
21977             <para>From here you can search for patrons to add to your batch by any part of their
21978               name, their category and/or library. Entering * in the search box will display all the
21979               patrons. <screenshot>
21980                 <screeninfo>Patron search results</screeninfo>
21981                 <mediaobject>
21982                   <imageobject>
21983                     <imagedata fileref="images/tools/patroncards/addpatrons.png"/>
21984                   </imageobject>
21985                 </mediaobject>
21986               </screenshot></para>
21987             <para>From the results you can add patrons to the batch by clicking the 'Add' button.
21988               After adding patrons from the results you can start over and perform another search or
21989               click 'Close' at the bottom of the screen to indicate that you are done. You will then
21990               be presented with your batch.<screenshot>
21991                 <screeninfo>Patron batch</screeninfo>
21992                 <mediaobject>
21993                   <imageobject>
21994                     <imagedata fileref="images/tools/patroncards/batchsummary.png"/>
21995                   </imageobject>
21996                 </mediaobject>
21997               </screenshot></para>
21998             <para>If you are satisfied with your batch you can proceed to export. If you want to
21999               correct or even delete that batch the buttons to do so can be found at the top of your
22000               screen. You can always come back here through the 'Manage > Card batches' button. </para>
22001             <para>If you would like to export all patron cards you can click 'Export card batch'
22002               otherwise you can choose specific patrons to print cards for by checking the box to
22003               the right of their names and then choose 'Export selected card(s)' at the top. </para>
22004             <para>The export menu will ask you to choose a template, a layout and starting position
22005               (where on the sheet should printing begin).<note>
22006                 <para>For the starting position if the first 6 labels have already been used on your
22007                   sheet you can start printing on label in position 7 on the sheet. The labels are
22008                   numbered left to right from top to bottom.</para>
22009               </note><screenshot>
22010                 <screeninfo>Export batch</screeninfo>
22011                 <mediaobject>
22012                   <imageobject>
22013                     <imagedata fileref="images/tools/patroncards/export.png"/>
22014                   </imageobject>
22015                 </mediaobject>
22016               </screenshot></para>
22017             <para>Once you click 'Export' you will be presented with a PDF of your labels for printing<screenshot>
22018                 <screeninfo>PDF Export</screeninfo>
22019                 <mediaobject>
22020                   <imageobject>
22021                     <imagedata fileref="images/tools/patroncards/pdf.png"/>
22022                   </imageobject>
22023                 </mediaobject>
22024               </screenshot></para>
22025             <para>When you open the PDF you will see the cards for printing</para>
22026             <screenshot>
22027               <screeninfo>Final cards</screeninfo>
22028               <mediaobject>
22029                 <imageobject>
22030                   <imagedata fileref="images/tools/patroncards/cards.png"/>
22031                 </imageobject>
22032               </mediaobject>
22033             </screenshot>
22034             <para>The above image shows a layout that is made up of two textlines. The first one is
22035               just plain text, the second one is composed of the &lt;firstname> &lt;surname> fields.
22036               A patron image is printed (if available) and the barcode of patrons number is
22037               displayed in code 39. All this is printed on a template with three columns and 8 rows
22038               using position 1-3 here. When printing this PDF please take care that your printer
22039               doesn't rescale the PDF (e.g do not fit to paper size) otherwise the printer will not
22040               be able to print to the right place per your templates.</para>
22041           </section>
22042         </section>
22043
22044         <section id="managecardimages">
22045           <title>Manage Images</title>
22046
22047           <itemizedlist>
22048             <listitem>
22049               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patron Card Creator &gt;
22050                 Manage > Images</para>
22051             </listitem>
22052           </itemizedlist>
22053
22054           <para>Images uploaded using this tool will appear on the menu when
22055           creating <link linkend="cardlayouts">patron card layouts</link>. You
22056           are limited in how many images you can upload (not counting patron
22057           images) by the <link linkend="ImageLimit">ImageLimit</link> system
22058           preference.</para>
22059
22060           <important>
22061             <para>Images must be under 500k in size.</para>
22062           </important>
22063
22064           <note>
22065             <para>Pictures uploaded with this tool should be at least 300dpi
22066             which is the minimum quality for a printable image.</para>
22067           </note>
22068
22069           <para>In the center of the screen is a simple upload form, simply
22070           browse for the file on your computer and give it a name you'll
22071           recognize later.</para>
22072
22073           <screenshot>
22074             <screeninfo>Upload Images</screeninfo>
22075
22076             <mediaobject>
22077               <imageobject>
22078                 <imagedata fileref="images/tools/patroncards/imageupload.png"/>
22079               </imageobject>
22080             </mediaobject>
22081           </screenshot>
22082
22083           <para>Once the file is uploaded you will be presented with a
22084           confirmation message.</para>
22085
22086           <screenshot>
22087             <screeninfo>Image Uploaded</screeninfo>
22088
22089             <mediaobject>
22090               <imageobject>
22091                 <imagedata fileref="images/tools/patroncards/imageuploaded.png"/>
22092               </imageobject>
22093             </mediaobject>
22094           </screenshot>
22095
22096           <para>And the image will be listed with all of your others on the
22097           right hand side of the page.</para>
22098
22099           <screenshot>
22100             <screeninfo>Images</screeninfo>
22101
22102             <mediaobject>
22103               <imageobject>
22104                 <imagedata fileref="images/tools/patroncards/imagedelete.png"/>
22105               </imageobject>
22106             </mediaobject>
22107           </screenshot>
22108
22109           <para>To delete one or multiple of these images, click the checkbox
22110           to the right of each image you want to delete and click the 'Delete'
22111           button.</para>
22112         </section>
22113       </section>
22114
22115       <section id="anonpatrons">
22116         <title>Patrons (anonymize, bulk-delete)</title>
22117
22118         <itemizedlist>
22119           <listitem>
22120             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
22121             and Circulation &gt; Patrons (anonymize, bulk-delete)</para>
22122           </listitem>
22123         </itemizedlist>
22124         <para>This tool allows you to bulk anonymize circulation histories (this means that you keep
22125           records of how many times items were checked out - but not the patrons who checked the
22126           items out) or bulk delete patrons (remove them from the system completely).<important>
22127             <para>Patrons with outstanding fines or items checked out are not saved. They are not
22128               completely removed from the system (they are only moved to the delete_borrowers
22129               table), but this tool does not provide as many checks as one may desire.</para>
22130           </important></para>
22131         <important>
22132           <para>Before using this tool it is recommended that you backup your database. Changes made
22133             here are permanent.</para>
22134         </important>
22135         <important>
22136           <para>The anonymization will fail quietly if <link linkend="AnonymousPatron">AnonymousPatron</link> preference does not contain a valid value.</para>
22137         </important>
22138
22139         <screenshot>
22140           <screeninfo>Patron Anonymize/Bulk Delete Tool</screeninfo>
22141
22142           <mediaobject>
22143             <imageobject>
22144               <imagedata fileref="images/tools/anonymize/patronbulkdelete.png"/>
22145             </imageobject>
22146           </mediaobject>
22147         </screenshot>
22148
22149         <para>To either delete or anonymize patrons</para>
22150
22151         <itemizedlist>
22152           <listitem>
22153             <para>Check the 'Verify' box on the task you would like to complete (Delete or
22154               Anonymize)</para>
22155           </listitem>
22156
22157           <listitem>
22158             <para>Enter a date before which you want to alter the data</para>
22159           </listitem>
22160           <listitem>
22161             <para>If deleting patrons you can also choose to find patrons with a specific expiration
22162               date or category</para>
22163           </listitem>
22164
22165           <listitem>
22166             <para>Click 'Next'</para>
22167           </listitem>
22168
22169           <listitem>
22170             <para>A confirmation will appear asking if you're sure this is
22171             what you want to happen</para>
22172
22173             <screenshot>
22174               <screeninfo>Patron Anonymize/Bulk Delete
22175               Confirmation</screeninfo>
22176
22177               <mediaobject>
22178                 <imageobject>
22179                   <imagedata fileref="images/tools/anonymize/patronanonconfirm.png"/>
22180                 </imageobject>
22181               </mediaobject>
22182             </screenshot>
22183           </listitem>
22184
22185           <listitem>
22186             <para>Clicking 'Finish' will delete or anonymize your data</para>
22187
22188             <screenshot>
22189               <screeninfo>Completed Process</screeninfo>
22190
22191               <mediaobject>
22192                 <imageobject>
22193                   <imagedata fileref="images/tools/anonymize/patronanoncomplete.png"/>
22194                 </imageobject>
22195               </mediaobject>
22196             </screenshot>
22197           </listitem>
22198         </itemizedlist>
22199       </section>
22200
22201       <section id="batchpatronmod">
22202         <title>Batch patron modification</title>
22203
22204         <itemizedlist>
22205           <listitem>
22206             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
22207             and Circulation &gt; Batch patron modification</para>
22208           </listitem>
22209         </itemizedlist>
22210
22211         <para>With this tool you can make edits to a batch of patron records. Simply load in a file
22212           of cardnumbers (one per line), choose from a <link linkend="patronlists">list of
22213             patrons</link> or scan patron card numbers in to the box provided.</para>
22214
22215         <screenshot>
22216           <screeninfo>Batch patron modification</screeninfo>
22217
22218           <mediaobject>
22219             <imageobject>
22220               <imagedata fileref="images/tools/batchpatron/batchmodify.png"/>
22221             </imageobject>
22222           </mediaobject>
22223         </screenshot>
22224
22225         <para>Once you have the file loaded or the barcodes scanned click
22226         'Continue.' You will be presented with a list of the patrons and the
22227         changes you can make.</para>
22228
22229         <screenshot>
22230           <screeninfo>Patrons to modify</screeninfo>
22231
22232           <mediaobject>
22233             <imageobject>
22234               <imagedata fileref="images/tools/batchpatron/modifyform.png"/>
22235             </imageobject>
22236           </mediaobject>
22237         </screenshot>
22238
22239         <para>To the left of each text box there is a checkbox. Clicking that
22240         checkbox will clear our the field values. <important>
22241             <para>If the field is mandatory you will not be able to clear the
22242             value in it.</para>
22243           </important></para>
22244
22245         <para>If you have multiple patron attributes you can change them all
22246         by using the plus (+) sign to the right of the text box. This will
22247         allow you to add another attribute value.</para>
22248
22249         <screenshot>
22250           <screeninfo>Editing patron attributes</screeninfo>
22251
22252           <mediaobject>
22253             <imageobject>
22254               <imagedata fileref="images/tools/batchpatron/attributes.png"/>
22255             </imageobject>
22256           </mediaobject>
22257         </screenshot>
22258
22259         <para>Once you have made the changes you want, you can click 'Save'
22260         and Koha will present you with the changed patron records.</para>
22261       </section>
22262
22263       <section id="tagsmoderation">
22264         <title>Tag Moderation</title>
22265
22266         <itemizedlist>
22267           <listitem>
22268             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
22269             and Circulation &gt; Tags</para>
22270           </listitem>
22271         </itemizedlist>
22272
22273         <para>Depending on your <link linkend="taggingprefs">tagging system preferences</link>,
22274           librarians may need to approve tags before they are published on the OPAC. This is done
22275           via the Tag Moderation Tool. If there are tags awaiting moderation they will be listed on
22276           the main staff dashboard under the module labels:</para>
22277
22278         <screenshot>
22279           <screeninfo>Tags pending approval</screeninfo>
22280
22281           <mediaobject>
22282             <imageobject>
22283               <imagedata fileref="images/tools/tagging/pendingtags.png"/>
22284             </imageobject>
22285           </mediaobject>
22286         </screenshot>
22287
22288         <para>To moderate the tags visit the Tags tool. When first visiting
22289         the tool, you will be presented with a list of tags that are pending
22290         approval or rejection by a librarian</para>
22291
22292         <screenshot>
22293           <screeninfo>Tags pending moderation</screeninfo>
22294
22295           <mediaobject>
22296             <imageobject>
22297               <imagedata fileref="images/tools/tagging/tagpending.png"/>
22298             </imageobject>
22299           </mediaobject>
22300         </screenshot>
22301
22302         <itemizedlist>
22303           <listitem>
22304             <para>To see all of the titles this tag was added to simply click on the term<screenshot>
22305                 <screeninfo>Titles with a specific tag</screeninfo>
22306                 <mediaobject>
22307                   <imageobject>
22308                     <imagedata fileref="images/tools/tagging/taggedtitles.png"/>
22309                   </imageobject>
22310                 </mediaobject>
22311               </screenshot><itemizedlist>
22312                 <listitem>
22313                   <para>From this list of titles you can remove a tag without outright rejecting it
22314                     from being used in the future by clicking the 'Remove tag' button to the right
22315                     of the title.</para>
22316                 </listitem>
22317               </itemizedlist></para>
22318           </listitem>
22319           <listitem>
22320             <para>To approve a tag, you can either click the 'Approve' button in line with the term,
22321               or check all terms you want to approve and click 'Approve' below the table.</para>
22322           </listitem>
22323
22324           <listitem>
22325             <para>To reject a tag, you can either click the 'Reject' button in
22326             line with the term, or check all terms you want to approve and
22327             click 'Reject' below the table.</para>
22328           </listitem>
22329         </itemizedlist>
22330
22331         <para>Once a tag has been approved or rejected it will be moved to the
22332         appropriate list of tags. A summary of all tags will appear on the
22333         right of the screen.</para>
22334
22335         <screenshot>
22336           <screeninfo>Summary of tags</screeninfo>
22337
22338           <mediaobject>
22339             <imageobject>
22340               <imagedata fileref="images/tools/tagging/tagsummary.png"/>
22341             </imageobject>
22342           </mediaobject>
22343         </screenshot>
22344
22345         <para>Even though a tag is approved or rejected, it can still be moved
22346         to another list. When viewing approved tags each tag has the option to
22347         reject:</para>
22348
22349         <screenshot>
22350           <screeninfo>Approved Tags</screeninfo>
22351
22352           <mediaobject>
22353             <imageobject>
22354               <imagedata fileref="images/tools/tagging/tagapproved.png"/>
22355             </imageobject>
22356           </mediaobject>
22357         </screenshot>
22358
22359         <para>To check terms against the approved and rejected lists (and
22360         possibly against <link linkend="TagsExternalDictionary">the
22361         dictionary</link> you have assigned for tag moderation) simply enter
22362         the term into the search box on the bottom right of the screen to see
22363         the status of the term</para>
22364
22365         <screenshot>
22366           <screeninfo>Sample Check list test search</screeninfo>
22367
22368           <mediaobject>
22369             <imageobject>
22370               <imagedata fileref="images/tools/tagging/tagblacklisttest-neither.png"/>
22371             </imageobject>
22372           </mediaobject>
22373         </screenshot>
22374         <para>Finally you can find tags by using the filters on the left.</para>
22375         <screenshot>
22376           <screeninfo>Tag filters</screeninfo>
22377           <mediaobject>
22378             <imageobject>
22379               <imagedata fileref="images/tools/tagging/tagfilters.png"/>
22380             </imageobject>
22381           </mediaobject>
22382         </screenshot>
22383       </section>
22384
22385       <section id="uploadpatronimages">
22386         <title>Upload Patron Images</title>
22387
22388         <itemizedlist>
22389           <listitem>
22390             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
22391             and Circulation &gt; Upload Patron Images</para>
22392           </listitem>
22393         </itemizedlist>
22394
22395         <para>Patron images can be uploaded in bulk if you are <link linkend="patronimages">allowing patron images</link> to be attached to
22396         patron records. These images can also be used when creating <link linkend="patroncardcreator">patron cards</link>.</para>
22397
22398         <itemizedlist>
22399           <listitem>
22400             <para>Create a txt file and title it "DATALINK.TXT" or
22401             "IDLINK.TXT"</para>
22402           </listitem>
22403
22404           <listitem>
22405             <para>On each line in the text file enter the patron's card number
22406             followed by comma (or tab) and then the image file name</para>
22407
22408             <screenshot>
22409               <screeninfo>Sample file and image</screeninfo>
22410
22411               <mediaobject>
22412                 <imageobject>
22413                   <imagedata fileref="images/tools/patronphotos/uploadphotosfile.png"/>
22414                 </imageobject>
22415               </mediaobject>
22416             </screenshot>
22417
22418             <itemizedlist>
22419               <listitem>
22420                 <para>Make sure that your TXT file is a plain text document,
22421                 not RTF.</para>
22422               </listitem>
22423             </itemizedlist>
22424           </listitem>
22425
22426           <listitem>
22427             <para>Zip up the text file and the image files</para>
22428           </listitem>
22429
22430           <listitem>
22431             <para>Go to the Upload Patron Images Tool</para>
22432
22433             <screenshot>
22434               <screeninfo>Upload Image Tool for Single Image</screeninfo>
22435
22436               <mediaobject>
22437                 <imageobject>
22438                   <imagedata fileref="images/tools/patronphotos/uploadimagetool.png"/>
22439                 </imageobject>
22440               </mediaobject>
22441             </screenshot>
22442           </listitem>
22443
22444           <listitem>
22445             <para>For a single image, simply point to the image file and enter
22446             the patron card number</para>
22447           </listitem>
22448
22449           <listitem>
22450             <para>For multiple images, choose to upload a zip file</para>
22451           </listitem>
22452
22453           <listitem>
22454             <para>After uploading you will be presented with a
22455             confirmation</para>
22456
22457             <screenshot>
22458               <screeninfo>Image Upload Confirmation</screeninfo>
22459
22460               <mediaobject>
22461                 <imageobject>
22462                   <imagedata fileref="images/tools/patronphotos/imageuploadconfirm.png"/>
22463                 </imageobject>
22464               </mediaobject>
22465             </screenshot>
22466           </listitem>
22467         </itemizedlist>
22468
22469         <important>
22470           <para>There is a limit of 100K on the size of the picture uploaded and it is recommended
22471             that the image be 200x300 pixels, but smaller images will work as well.</para>
22472         </important>
22473       </section>
22474       <section id="rotatingcollections">
22475         <sectioninfo>
22476           <authorgroup>
22477             <author>
22478               <firstname>Cindy</firstname>
22479               <surname>Murdock Ames</surname>
22480               <affiliation>
22481                 <orgname>Meadville Public Library | CCFLS</orgname>
22482               </affiliation>
22483             </author>
22484             <editor>
22485               <firstname>Nicole C.</firstname>
22486               <surname>Engard</surname>
22487             </editor>
22488           </authorgroup>
22489           <pubdate>2014</pubdate>
22490         </sectioninfo>
22491         <title>Rotating Collections</title>
22492         <itemizedlist>
22493           <listitem>
22494             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog &gt; Rotating
22495               Collections</para>
22496           </listitem>
22497         </itemizedlist>
22498         <para>Rotating Collections is a tool for managing collections of materials that frequently
22499           get shifted from library to library. It adds the ability to store not only an item's home
22500           library and current location but also information about where it is supposed to be
22501           transferred to next to ensure that all items in the collection are sent to the correct
22502           library. When an item in a rotating collection is checked in, library staff is notified
22503           that the item is part of a rotating collection and which branch it should be sent to if it
22504           is not at the correct one.</para>
22505         <important>
22506           <para>The <link linkend="AutomaticItemReturn">AutomaticItemReturn</link> system preference
22507             must be set to "Don't automatically transfer items to their home library when they are
22508             returned" for Rotating Collections to function properly.</para>
22509         </important>
22510         <itemizedlist>
22511           <listitem>
22512             <para>To create a new rotating collection, click the "New Collection" button, fill in
22513               the Title and Description, and click Submit. Once submitted you'll see "Collection
22514               Name added successfully"; click "Return to rotating collections home" to return to the
22515               main Rotating Collections management page (or click Rotating Collections in the
22516               sidebar).</para>
22517           </listitem>
22518           <listitem>
22519             <para>To add items to a collection, click "Add or remove items" next to the collection's
22520               name in the list of collections. Under "Add or remove items" scan or type in the
22521               barcode of the item you wish to add to the collection, and hit Enter or click Submit
22522               if necessary.</para>
22523           </listitem>
22524           <listitem>
22525             <para>To remove an item from a collection, either click Remove next to the item's
22526               barcode in the list of items within the collection or check the "Remove item from
22527               collection" box next to the Barcode text box under "Add or remove items, and scan or
22528               type in the barcode, clicking Submit or hitting Enter if necessary. Note: The "Remove
22529               item from collection" checkbox will remain checked as long as you are on the "Add or
22530               remove items" page, unless you uncheck it, to facilitate quickly removing a number of
22531               items at a time by scanning their barcodes. </para>
22532           </listitem>
22533         </itemizedlist>
22534         <section id="transferrotatingcollection">
22535           <title>Transfer a Rotating Collection</title>
22536           <para>Transferring a collection will:</para>
22537           <itemizedlist>
22538             <listitem>
22539               <para>Change the current location of the items in that collection to the library it is
22540                 to be transferred to</para>
22541             </listitem>
22542             <listitem>
22543               <para>Initiate a transfer from its original current location/holding library to the
22544                 current location/holding library it is to be rotated to. When a library receives a
22545                 collection they will need to check in the items to complete the transfer.</para>
22546             </listitem>
22547           </itemizedlist>
22548           <para>You can transfer a collection in one of two ways:</para>
22549           <itemizedlist>
22550             <listitem>
22551               <para>From the main Rotating Collections page, click on Transfer next to the title of
22552                 the collection you wish to transfer; choose the library you wish to transfer the
22553                 collection to and click "Transfer collection".</para>
22554             </listitem>
22555             <listitem>
22556               <para>Or, from the "add or remove items" page for a collection, you can click the
22557                 Transfer button, choose the library you wish to transfer the collection to and click
22558                 "Transfer Collection".</para>
22559             </listitem>
22560           </itemizedlist>
22561           <important>
22562             <para>In order to complete the transfer process, the library receiving the rotating
22563               collection should check in all items from the collection as they receive them. This
22564               will clear the transfer so that the items are no longer shown as being "in
22565               transit".</para>
22566           </important>
22567           <para>If an item in a rotating collection is checked in at a library other than the one it
22568             is supposed to be transferred to, a notification will appear notifying library staff
22569             that the item is part of a rotating collection, also letting them know where the item
22570             needs to be sent.</para>
22571           <screenshot>
22572             <screeninfo>Rotating Collection Item Notification</screeninfo>
22573             <mediaobject>
22574               <imageobject>
22575                 <imagedata fileref="images/tools/rotatingcollections/rotatingcollectionnotice.png"/>
22576               </imageobject>
22577             </mediaobject>
22578           </screenshot>
22579         </section>
22580       </section>
22581     </section>
22582
22583
22584
22585     <section id="catalogtools">
22586       <title>Catalog</title>
22587
22588       <para/>
22589
22590       <section id="batchmodifyitems">
22591         <title>Batch item modification</title>
22592
22593         <itemizedlist>
22594           <listitem>
22595             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
22596             &gt; Batch item modification</para>
22597           </listitem>
22598         </itemizedlist>
22599
22600         <para>This tool will allow you to modify a batch of item records in
22601         Koha.</para>
22602
22603         <screenshot>
22604           <screeninfo>Batch Modification Tool</screeninfo>
22605
22606           <mediaobject>
22607             <imageobject>
22608               <imagedata fileref="images/tools/batchmod/batchmod.png"/>
22609             </imageobject>
22610           </mediaobject>
22611         </screenshot>
22612
22613         <para>From the tool you can choose to upload a file of barcodes or item ids, or you can scan
22614           items one by one into the box below the upload tool. You can also decide the items edited
22615           should be populated with the default values you have defined in your <link
22616             linkend="marcbibframeworks">default framework</link>.</para>
22617         <para>Once you have your file uploaded or the barcodes listed you can click
22618           'Continue.'</para>
22619
22620         <screenshot>
22621           <screeninfo>Batch Modify Summary</screeninfo>
22622
22623           <mediaobject>
22624             <imageobject>
22625               <imagedata fileref="images/tools/batchmod/batchmodsummary.png"/>
22626             </imageobject>
22627           </mediaobject>
22628         </screenshot>
22629
22630         <para>You will be presented with a summary of the items you want to modify. From here you
22631           can uncheck the items you don't want to modify before making changes in the form below.
22632           You can also hide columns you don't need to see to prevent having to scroll from left to
22633           right to see the entire item form.<note>
22634             <para>To uncheck all items thar are currently checked out you can click the 'Clear on
22635               loan' link at the top of the form.</para>
22636           </note></para>
22637
22638         <para>Using the edit form you can choose which fields to make edits
22639         to. By checking the checkbox to the right of each field you can clear
22640         the values in that field for the records you are modifying.</para>
22641
22642         <screenshot>
22643           <screeninfo>Choose fields you want to change in bulk</screeninfo>
22644
22645           <mediaobject>
22646             <imageobject>
22647               <imagedata fileref="images/tools/batchmod/batchmodform.png"/>
22648             </imageobject>
22649           </mediaobject>
22650         </screenshot>
22651
22652         <para>Once you have made you changes you will be presented with the
22653         resulting items.</para>
22654
22655         <screenshot>
22656           <screeninfo>Item results summary</screeninfo>
22657
22658           <mediaobject>
22659             <imageobject>
22660               <imagedata fileref="images/tools/batchmod/batchmodresults.png"/>
22661             </imageobject>
22662           </mediaobject>
22663         </screenshot>
22664
22665         <note>
22666           <para>You can also edit items on one bib record in a batch by going
22667           to the bib record and clicking Edit &gt; Edit items in batch</para>
22668         </note>
22669
22670         <screenshot>
22671           <screeninfo>Edit items in a batch</screeninfo>
22672
22673           <mediaobject>
22674             <imageobject>
22675               <imagedata fileref="images/tools/batchmod/editinbatch.png"/>
22676             </imageobject>
22677           </mediaobject>
22678         </screenshot>
22679       </section>
22680
22681       <section id="batchdeleteitems">
22682         <title>Batch item deletion</title>
22683
22684         <itemizedlist>
22685           <listitem>
22686             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
22687             &gt; Batch item deletion</para>
22688           </listitem>
22689         </itemizedlist>
22690
22691         <para>This tool will allow you to delete a batch of item records from
22692         Koha.</para>
22693
22694         <para>From the tool you can choose to upload a file of barcodes or
22695         item ids, or you can scan items one by one into the box below the
22696         upload tool.</para>
22697
22698         <screenshot>
22699           <screeninfo>Batch Deletion Tool</screeninfo>
22700
22701           <mediaobject>
22702             <imageobject>
22703               <imagedata fileref="images/tools/batchdelete/batchdel.png"/>
22704             </imageobject>
22705           </mediaobject>
22706         </screenshot>
22707
22708         <para>Once you have your file uploaded or the barcodes scanned you can
22709         click 'Continue.'</para>
22710
22711         <para>You will be presented with a confirmation screen. From here you can uncheck the items
22712           you don't want to delete and decide if Koha should delete the bib record if the last item
22713           is being deleted before clicking 'Delete selected items.'  If you'd like you can delete
22714           the bibliogrphic record if you're deleting the last item by clicking the checkbox next to
22715           'Delete records if no items remain'.</para>
22716
22717         <screenshot>
22718           <screeninfo>Confirm Deletion</screeninfo>
22719
22720           <mediaobject>
22721             <imageobject>
22722               <imagedata fileref="images/tools/batchdelete/confirmbatchdel.png"/>
22723             </imageobject>
22724           </mediaobject>
22725         </screenshot>
22726
22727         <para>If your file (or list of scanned barcodes) has more than 1000
22728         barcodes, Koha will be unable to present you with a list of the items.
22729         You will still be able to delete them, but not able to choose which
22730         items specifically to delete or delete the biblio records.</para>
22731
22732         <screenshot>
22733           <screeninfo>More than 1000 records in the file</screeninfo>
22734
22735           <mediaobject>
22736             <imageobject>
22737               <imagedata fileref="images/tools/batchdelete/toomanytodelete.png"/>
22738             </imageobject>
22739           </mediaobject>
22740         </screenshot>
22741
22742         <para>If the items are checked out you will be presented with an error
22743         after clicking 'Delete selected items' and the items will not be
22744         deleted.</para>
22745
22746         <screenshot>
22747           <screeninfo>Items not Deleted</screeninfo>
22748
22749           <mediaobject>
22750             <imageobject>
22751               <imagedata fileref="images/tools/batchdelete/nobatchdel.png"/>
22752             </imageobject>
22753           </mediaobject>
22754         </screenshot>
22755
22756         <para>If the items can be deleted they will be and you will be
22757         presented with a confirmation of your deletion.</para>
22758
22759         <screenshot>
22760           <screeninfo>Batch Deletion Confirmation</screeninfo>
22761
22762           <mediaobject>
22763             <imageobject>
22764               <imagedata fileref="images/tools/batchdelete/batchdeldone.png"/>
22765             </imageobject>
22766           </mediaobject>
22767         </screenshot>
22768       </section>
22769       <section id="batchrecorddelete">
22770         <title>Batch record deletion</title>
22771         <para>This tool will take a batch of record numbers for either bibliographic records or
22772           authority records and allow you to delete all those records and any items attached to them
22773           in a batch.  <screenshot>
22774             <screeninfo>Batch record deletion</screeninfo>
22775             <mediaobject>
22776               <imageobject>
22777                 <imagedata fileref="images/tools/batchrecorddel/tool.png"/>
22778               </imageobject>
22779             </mediaobject>
22780           </screenshot></para>
22781         <para>First you need to tell the tool if you're deleting bibliographic or authority records.
22782           Next you can load a file with biblionumbers or authids or enter a list of those numbers in
22783           the box provided.  Once you submit the form you will be presented with a summary of the
22784           records you are trying to delete.<screenshot>
22785             <screeninfo>Summary</screeninfo>
22786             <mediaobject>
22787               <imageobject>
22788                 <imagedata fileref="images/tools/batchrecorddel/summary.png"/>
22789               </imageobject>
22790             </mediaobject>
22791           </screenshot></para>
22792         <para>If a record you want to delete can't be deleted it will be highlighted.  </para>
22793         <para>Check the records you want to delete and click the 'Delete selected records' button to
22794           finish the process.</para>
22795       </section>
22796       <section id="batchrecordmod">
22797         <title>Batch Record Modification</title>
22798         <itemizedlist>
22799           <listitem>
22800             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog &gt; Batch record
22801               modification</para>
22802           </listitem>
22803         </itemizedlist>
22804         <para>This tool will allow you to edit batches of bibliographic and/or authority records
22805           using <link linkend="marcmodtemplates">MARC Modification Templates</link>. Before visiting
22806           this tool you will want to set up at least one MARC modification template.</para>
22807         <screenshot>
22808           <screeninfo>Batch record modification</screeninfo>
22809           <mediaobject>
22810             <imageobject>
22811               <imagedata fileref="images/tools/batchbibmod/batchbibmod.png"/>
22812             </imageobject>
22813           </mediaobject>
22814         </screenshot>
22815         <para>When you visit the tool it will ask you:</para>
22816         <itemizedlist>
22817           <listitem>
22818             <para>Choose whether you're editing bibliographic or authority records</para>
22819           </listitem>
22820           <listitem>
22821             <para>Enter the biblionumbers or authids<itemizedlist>
22822                 <listitem>
22823                   <para>You can upload a file of these numbers or</para>
22824                 </listitem>
22825                 <listitem>
22826                   <para>Enter the numbers (one per line) in the box provided</para>
22827                 </listitem>
22828               </itemizedlist></para>
22829           </listitem>
22830           <listitem>
22831             <para>Finally choose the MARC Modification Template you'd like to use to edit these
22832               records.</para>
22833           </listitem>
22834         </itemizedlist>
22835         <para>Once you've entered your critera click 'Continue'<screenshot>
22836             <screeninfo>Records to edit</screeninfo>
22837             <mediaobject>
22838               <imageobject>
22839                 <imagedata fileref="images/tools/batchbibmod/recordstoedit.png"/>
22840               </imageobject>
22841             </mediaobject>
22842           </screenshot></para>
22843         <para>You will be presented with a list of records that will be edited. Next to each one is
22844           a checkbox so you can uncheck any items you would rather not edit at this time. </para>
22845         <para>Clicking Preview MARC will allow you to see what edits will be made when you finalize
22846           the edit.<screenshot>
22847             <screeninfo>Modified MARC Preview</screeninfo>
22848             <mediaobject>
22849               <imageobject>
22850                 <imagedata fileref="images/tools/batchbibmod/marcpreview.png"/>
22851               </imageobject>
22852             </mediaobject>
22853           </screenshot></para>
22854         <para>Once you're sure everything is the way you want you can click the 'Modify selected
22855           records' button and your records will be modified.</para>
22856       </section>
22857       <section id="autoitemagemod">
22858         <title>Automatic item modifications by age</title>
22859         <itemizedlist>
22860           <listitem>
22861             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog &gt; Automatic item
22862               modifications by age</para>
22863           </listitem>
22864         </itemizedlist>
22865         <para>This tool allows librarians to update item specific fields when an item reaches a
22866           certain age.</para>
22867         <para>
22868           <note>
22869             <para>Staff need the items_batchmod permission to access this tool</para>
22870           </note>
22871         </para>
22872         <para>
22873           <important>
22874             <para>The settings in this tool will be acted upon by the <link
22875                 linkend="autoitemupdatecron">corresponding cron job</link></para>
22876           </important>
22877         </para>
22878         <para>To create a new rule click the 'Edit' button at the top of the page<screenshot>
22879             <screeninfo>Automatic item modifications by age</screeninfo>
22880             <mediaobject>
22881               <imageobject>
22882                 <imagedata fileref="images/tools/autoitemmodage/newrule.png"/>
22883               </imageobject>
22884             </mediaobject>
22885           </screenshot></para>
22886         <para>In the form that appears you can set :<itemizedlist>
22887             <listitem>
22888               <para>the age in days at which the item will update (Age)</para>
22889             </listitem>
22890             <listitem>
22891               <para>what criteria is needed to trigger the update (Conditions)</para>
22892             </listitem>
22893             <listitem>
22894               <para>what changes are made when the script runs (Substitutions)</para>
22895             </listitem>
22896           </itemizedlist>
22897         </para>
22898         <screenshot>
22899           <screeninfo>New rule</screeninfo>
22900           <mediaobject>
22901             <imageobject>
22902               <imagedata fileref="images/tools/autoitemmodage/ruleform.png"/>
22903             </imageobject>
22904           </mediaobject>
22905         </screenshot>
22906         <para>Once you're done you can click the 'Add this rule' link and then add additional rules
22907           or you can click the 'Submit these rules' button to save your changes.</para>
22908         <screenshot>
22909           <screeninfo>List of rules</screeninfo>
22910           <mediaobject>
22911             <imageobject>
22912               <imagedata fileref="images/tools/autoitemmodage/savedrule.png"/>
22913             </imageobject>
22914           </mediaobject>
22915         </screenshot>
22916       </section>
22917
22918       <section id="exportbibs">
22919         <title>Export Data (MARC &amp; Authorities)</title>
22920
22921         <itemizedlist>
22922           <listitem>
22923             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
22924             &gt; Export Data</para>
22925           </listitem>
22926         </itemizedlist>
22927
22928         <para>Koha comes with a tool that will allow you to export your
22929         bibliographic, holdings and/or authority data in bulk. This can be
22930         used to send your records to fellow libraries, organizations or
22931         services; or simply for backup purposes.</para>
22932
22933         <section id="exportmarc">
22934           <title>Export Bibliographic Records</title>
22935
22936           <para>At the top of the screen you need to pick what data you're
22937           exporting. If you're exporting bibliographic records with or without
22938           the holdings information you want to click the 'Export bibliographic
22939           records' tab.</para>
22940
22941           <itemizedlist>
22942             <listitem>
22943               <para>Fill in the form in order to limit your export to a
22944               specific range (all fields are optional)</para>
22945
22946               <screenshot>
22947                 <screeninfo>Select Records to Export</screeninfo>
22948
22949                 <mediaobject>
22950                   <imageobject>
22951                     <imagedata fileref="images/tools/exportmarc/marcexport-pt1.png"/>
22952                   </imageobject>
22953                 </mediaobject>
22954               </screenshot>
22955
22956               <itemizedlist>
22957                 <listitem>
22958                   <para>Choose to limit your export by any one or more of the
22959                   following options</para>
22960
22961                   <itemizedlist>
22962                     <listitem>
22963                       <para>Limit to a bib number range</para>
22964                     </listitem>
22965
22966                     <listitem>
22967                       <para>Limit to a specific item type<itemizedlist>
22968                           <listitem>
22969                             <important>
22970                               <para>This limit will use the type you have defined in the <link
22971                                   linkend="item-level_itypes">item-level_itypes</link> preference.
22972                                 If you have the item-level_itypes preference set to 'specific item'
22973                                 and you have no items attached to a bib record it will not be
22974                                 exported.  To get all bib records of a specific type you will need
22975                                 your item-level_itypes preference set to 'biblio record'.</para>
22976                             </important>
22977                           </listitem>
22978                         </itemizedlist></para>
22979                     </listitem>
22980
22981                     <listitem>
22982                       <para>Limit to a specific library or group of libraries</para>
22983                     </listitem>
22984
22985                     <listitem>
22986                       <para>Limit to a call number range</para>
22987                     </listitem>
22988
22989                     <listitem>
22990                       <para>Limit to an acquisition date range</para>
22991                     </listitem>
22992                   </itemizedlist>
22993                 </listitem>
22994
22995                 <listitem>
22996                   <para>If you'd like you can load a file of biblionumbers for the records you would
22997                     like to export</para>
22998                   <screenshot>
22999                     <screeninfo>File of Records to Export</screeninfo>
23000                     <mediaobject>
23001                       <imageobject>
23002                         <imagedata fileref="images/tools/exportmarc/fileexport.png"/>
23003                       </imageobject>
23004                     </mediaobject>
23005                   </screenshot>
23006                 </listitem>
23007                 <listitem>
23008                   <para>Next choose what to skip when exporting</para>
23009                   <screenshot>
23010                     <screeninfo>Export options</screeninfo>
23011                     <mediaobject>
23012                       <imageobject>
23013                         <imagedata fileref="images/tools/exportmarc/marcexport-pt2.png"/>
23014                       </imageobject>
23015                     </mediaobject>
23016                   </screenshot>
23017                   <itemizedlist>
23018                     <listitem>
23019                       <para>By default items will be exported, if you would like to only export
23020                         bibliographic data, check the 'Don't export items' box</para>
23021                     </listitem>
23022                     <listitem>
23023                       <para>To limit your export only to items from the library you're logged in as
23024                         (if you leave the 'Library' field set to 'All') or to the library you
23025                         selected above check the 'Remove non-local items' box</para>
23026                     </listitem>
23027                     <listitem>
23028                       <para>You can also choose what fields you don't want to export. This can be
23029                         handy if you're sharing your data, you can remove all local fields before
23030                         sending your data to another library</para>
23031                     </listitem>
23032                   </itemizedlist>
23033                 </listitem>
23034
23035                 <listitem>
23036                   <para>Finally choose the file type and file name</para>
23037
23038                   <screenshot>
23039                     <screeninfo>File export format</screeninfo>
23040
23041                     <mediaobject>
23042                       <imageobject>
23043                         <imagedata fileref="images/tools/exportmarc/marcexport-pt3.png"/>
23044                       </imageobject>
23045                     </mediaobject>
23046                   </screenshot>
23047
23048                   <itemizedlist>
23049                     <listitem>
23050                       <para>Choose to export your data in marc or marcxml
23051                       format</para>
23052                     </listitem>
23053
23054                     <listitem>
23055                       <para>Choose the name you want your file to save
23056                       as</para>
23057                     </listitem>
23058                   </itemizedlist>
23059                 </listitem>
23060
23061                 <listitem>
23062                   <para>Click 'Export bibliographic records'</para>
23063                 </listitem>
23064               </itemizedlist>
23065             </listitem>
23066           </itemizedlist>
23067         </section>
23068
23069         <section id="exportauthority">
23070           <title>Export Authority Records</title>
23071
23072           <para>At the top of the screen you need to pick what data you're
23073           exporting. If you're exporting authority records you want to click
23074           the 'Export authority records' tab.</para>
23075
23076           <itemizedlist>
23077             <listitem>
23078               <para>Fill in the form in order to limit your export to a
23079               specific range or type of authority record (all fields are
23080               optional)</para>
23081
23082               <screenshot>
23083                 <screeninfo>Export authorities</screeninfo>
23084
23085                 <mediaobject>
23086                   <imageobject>
23087                     <imagedata fileref="images/tools/exportmarc/authexport-pt1.png"/>
23088                   </imageobject>
23089                 </mediaobject>
23090               </screenshot>
23091             </listitem>
23092
23093             <listitem>
23094               <para>Or you can choose a file of authids to export<screenshot>
23095                   <screeninfo>Authorities file</screeninfo>
23096                   <mediaobject>
23097                     <imageobject>
23098                       <imagedata fileref="images/tools/exportmarc/authexport-pt1-5.png"/>
23099                     </imageobject>
23100                   </mediaobject>
23101                 </screenshot></para>
23102             </listitem>
23103             <listitem>
23104               <para>Next choose fields that you would like to exclude from the export separated by a
23105                 space (no commas)</para>
23106               <screenshot>
23107                 <screeninfo>Authority export options</screeninfo>
23108                 <mediaobject>
23109                   <imageobject>
23110                     <imagedata fileref="images/tools/exportmarc/authexport-pt2.png"/>
23111                   </imageobject>
23112                 </mediaobject>
23113               </screenshot>
23114               <itemizedlist>
23115                 <listitem>
23116                   <para>If you'd like to exclude all subfields of the 200 for example just enter
23117                     200</para>
23118                 </listitem>
23119                 <listitem>
23120                   <para>If you'd like to exclude a specific subfield enter it beside the field value
23121                     100a will exclude just the subfield 'a' of the 100</para>
23122                 </listitem>
23123               </itemizedlist>
23124             </listitem>
23125
23126             <listitem>
23127               <para>Finally choose the file type and file name</para>
23128
23129               <screenshot>
23130                 <screeninfo>Export format</screeninfo>
23131
23132                 <mediaobject>
23133                   <imageobject>
23134                     <imagedata fileref="images/tools/exportmarc/authexport-pt3.png"/>
23135                   </imageobject>
23136                 </mediaobject>
23137               </screenshot>
23138
23139               <itemizedlist>
23140                 <listitem>
23141                   <para>Choose to export your data in marc or marcxml
23142                   format</para>
23143                 </listitem>
23144
23145                 <listitem>
23146                   <para>Choose the name you want your file to save as</para>
23147                 </listitem>
23148               </itemizedlist>
23149             </listitem>
23150
23151             <listitem>
23152               <para>Click 'Export authority records'</para>
23153             </listitem>
23154           </itemizedlist>
23155         </section>
23156       </section>
23157
23158       <section id="inventory">
23159         <title>Inventory/Stocktaking</title>
23160
23161         <itemizedlist>
23162           <listitem>
23163             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
23164             &gt; Inventory/Stocktaking</para>
23165           </listitem>
23166         </itemizedlist>
23167
23168         <para>Koha's Inventory Tool can be used in one of two ways, the first
23169         is by printing out a shelf list that you can then mark items off on,
23170         or by uploading a text files of barcodes gathered by a portable
23171         scanner.</para>
23172
23173         <para>If you do not have the ability to use your barcode scanner on
23174         the floor of the library, the first option available to you is to
23175         generate a shelf list based on criteria you enter.</para>
23176
23177         <screenshot>
23178           <screeninfo>Inventory &amp; Stocktaking Tool</screeninfo>
23179
23180           <mediaobject>
23181             <imageobject>
23182               <imagedata fileref="images/tools/inventory/generateshelflist.png"/>
23183             </imageobject>
23184           </mediaobject>
23185         </screenshot>
23186
23187         <para>Choose which library, shelving location, call number range, item
23188         status and when the item was last seen to generate a shelf list that
23189         you can then print to use while walking around the library checking
23190         your collection</para>
23191
23192         <screenshot>
23193           <screeninfo>Shelf List</screeninfo>
23194
23195           <mediaobject>
23196             <imageobject>
23197               <imagedata fileref="images/tools/inventory/shelflist.png"/>
23198             </imageobject>
23199           </mediaobject>
23200         </screenshot>
23201
23202         <para>Alternatively you can export the list to a CSV file for altering
23203         in an application on your desktop. Simply check the box next to
23204         'Export to csv file' to generate this file.</para>
23205
23206         <para>Once you have found the items on your shelves you can return to
23207         this list and check off the items you found to have the system update
23208         the last seen date to today.</para>
23209
23210         <para>If you have a portable scanner (or a laptop and USB scanner) you
23211         can walk through the library with the scanner in hand and scan
23212         barcodes as you come across them. Once finished you can then upload
23213         the text file generated by the scanner to Koha</para>
23214
23215         <screenshot>
23216           <screeninfo>Barcode Import for Inventory Tool</screeninfo>
23217
23218           <mediaobject>
23219             <imageobject>
23220               <imagedata fileref="images/tools/inventory/importbarcodes.png"/>
23221             </imageobject>
23222           </mediaobject>
23223         </screenshot>
23224
23225         <para>Choose the text file and the date you want to mark all items as seen and then scroll
23226           to the very bottom and click 'Submit.'</para>
23227       </section>
23228
23229       <section id="labelcreator">
23230         <title>Label Creator</title>
23231
23232         <itemizedlist>
23233           <listitem>
23234             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
23235             &gt; Label Creator</para>
23236           </listitem>
23237         </itemizedlist>
23238
23239         <para>The Label Creator allow you to use layouts and templates which
23240         you design to print a nearly unlimited variety of labels including
23241         barcodes. Here are some of the features of the Label Creator
23242         module:</para>
23243
23244         <itemizedlist>
23245           <listitem>
23246             <para>Customize label layouts</para>
23247           </listitem>
23248
23249           <listitem>
23250             <para>Design custom label templates for printed labels</para>
23251           </listitem>
23252
23253           <listitem>
23254             <para>Build and manage batches of labels</para>
23255           </listitem>
23256
23257           <listitem>
23258             <para>Export single or multiple batches</para>
23259           </listitem>
23260
23261           <listitem>
23262             <para>Export single or multiple labels from within a batch</para>
23263           </listitem>
23264
23265           <listitem>
23266             <para>Export label data in one of three formats:</para>
23267
23268             <itemizedlist>
23269               <listitem>
23270                 <para>PDF - Readable by any standard PDF reader, making labels
23271                 printable directly on a printer</para>
23272               </listitem>
23273
23274               <listitem>
23275                 <para>CSV - Export label data after your chosen layout is
23276                 applied allowing labels to be imported in to a variety of
23277                 applications</para>
23278               </listitem>
23279
23280               <listitem>
23281                 <para>XML - Included as an alternate export format</para>
23282               </listitem>
23283             </itemizedlist>
23284           </listitem>
23285         </itemizedlist>
23286
23287         <section id="labeltemplates">
23288           <title>Templates</title>
23289
23290           <itemizedlist>
23291             <listitem>
23292               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Label Creator &gt; Manage >
23293                 Label templates</para>
23294             </listitem>
23295           </itemizedlist>
23296
23297           <para>A template is based on the label/card stock you are using.
23298           This might be Avery 5160 for address labels, Gaylord 47-284 for
23299           spine labels or Avery 28371 for your patron cards, just to give a
23300           couple of examples. These labels will include all of the information
23301           you will need for setting up a Koha, this information may be on the
23302           packaging, and if not it can usually be found on the vendor's
23303           website.</para>
23304
23305           <section id="addlabeltemplate">
23306             <title>Add a Template</title>
23307
23308             <para>To add a new template, you want to click on the 'New' button at the top of the
23309               Label Creator and choosing 'Label template'.</para>
23310
23311             <screenshot>
23312               <screeninfo>New Label Template Option</screeninfo>
23313
23314               <mediaobject>
23315                 <imageobject>
23316                   <imagedata fileref="images/tools/labelcreator/newtemplate.png"/>
23317                 </imageobject>
23318               </mediaobject>
23319             </screenshot>
23320
23321             <para>Using the form that appears you can define the template for
23322             your sheet of labels or cards.</para>
23323
23324             <screenshot>
23325               <screeninfo>Label Template Form</screeninfo>
23326
23327               <mediaobject>
23328                 <imageobject>
23329                   <imagedata fileref="images/tools/labelcreator/labelform.png"/>
23330                 </imageobject>
23331               </mediaobject>
23332             </screenshot>
23333
23334             <itemizedlist>
23335               <listitem>
23336                 <para>Template ID will be automatically generated after saving
23337                 your template, this is simply a system generated unique
23338                 id</para>
23339               </listitem>
23340
23341               <listitem>
23342                 <para>Template Code should be something you can use to
23343                 identify your template on a list of templates</para>
23344               </listitem>
23345
23346               <listitem>
23347                 <para>You can use the Template Description to add additional
23348                 information about the template</para>
23349               </listitem>
23350
23351               <listitem>
23352                 <para>The Units pull down is used to define what measurement
23353                 scale you're going to be using for the template. This should
23354                 probably match the unit of measurement used on the template
23355                 description provided by the product vendor.</para>
23356
23357                 <screenshot>
23358                   <screeninfo>Measurement Units</screeninfo>
23359
23360                   <mediaobject>
23361                     <imageobject>
23362                       <imagedata fileref="images/tools/patroncards/units.png"/>
23363                     </imageobject>
23364                   </mediaobject>
23365                 </screenshot>
23366               </listitem>
23367
23368               <listitem>
23369                 <para>The measurements, number of columns and number of rows
23370                 can be found on the vendor product packaging or
23371                 website.</para>
23372
23373                 <itemizedlist>
23374                   <listitem>
23375                     <important>
23376                       <para>If you do not supply a left text margin in the
23377                       template, a 3/16" (13.5 point) left text margin will
23378                       apply by default.</para>
23379                     </important>
23380                   </listitem>
23381                 </itemizedlist>
23382               </listitem>
23383
23384               <listitem>
23385                 <para>A profile is a set of "adjustments" applied to a given
23386                 template just prior to printing which compensates for
23387                 anomalies unique and peculiar to a given printer (to which the
23388                 profile is assigned).</para>
23389
23390                 <itemizedlist>
23391                   <listitem>
23392                     <para>Before picking a profile try printing some sample
23393                     labels so that you can easily define a profile that is
23394                     right for your printer/template combination.</para>
23395                   </listitem>
23396
23397                   <listitem>
23398                     <para>After finding any anomalies in the printed document,
23399                     <link linkend="addlabelprofile">create a profile</link>
23400                     and assign it to the template.</para>
23401                   </listitem>
23402                 </itemizedlist>
23403               </listitem>
23404             </itemizedlist>
23405
23406             <para>After saving, your templates will appear on the 'Manage' area under 'Label
23407               templates'.</para>
23408
23409             <screenshot>
23410               <screeninfo>List of label templates</screeninfo>
23411
23412               <mediaobject>
23413                 <imageobject>
23414                   <imagedata fileref="images/tools/labelcreator/labeltemplates.png"/>
23415                 </imageobject>
23416               </mediaobject>
23417             </screenshot>
23418           </section>
23419         </section>
23420
23421         <section id="labelprofiles">
23422           <title>Profiles</title>
23423
23424           <itemizedlist>
23425             <listitem>
23426               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Label Creator &gt; Manage >
23427                 Printer Profiles</para>
23428             </listitem>
23429           </itemizedlist>
23430
23431           <para>A profile is a set of "adjustments" applied to a given <link linkend="addlabeltemplate">template</link> just prior to printing
23432           which compensates for anomalies unique and peculiar to a given
23433           printer (to which the profile is assigned). This means if you set a
23434           template up and then print a sample set of data and find that the
23435           items are not all aligned the same on each label, you need to set up
23436           a profile for each printer to make up for the differences in
23437           printing styles, such as the shifting of text to the left, right,
23438           top or bottom.</para>
23439
23440           <para>If your labels are printing just the way you want, you will
23441           not need a profile.</para>
23442
23443           <section id="addlabelprofile">
23444             <title>Add a Profile</title>
23445
23446             <para>To add a new profile, you want to click on the 'New' button at the top of the
23447               Label Creator tool and choose 'Printer profile'.</para>
23448
23449             <screenshot>
23450               <screeninfo>New Profile Button</screeninfo>
23451
23452               <mediaobject>
23453                 <imageobject>
23454                   <imagedata fileref="images/tools/labelcreator/newprofile.png"/>
23455                 </imageobject>
23456               </mediaobject>
23457             </screenshot>
23458
23459             <para>Using the form that appears you can create a profile to fix
23460             any problems with your template.</para>
23461
23462             <screenshot>
23463               <screeninfo>Create a Printer Profile</screeninfo>
23464
23465               <mediaobject>
23466                 <imageobject>
23467                   <imagedata fileref="images/tools/labelcreator/newprofileform.png"/>
23468                 </imageobject>
23469               </mediaobject>
23470             </screenshot>
23471
23472             <itemizedlist>
23473               <listitem>
23474                 <para>The Printer Name and Paper Bin do not have to match your
23475                 printer exactly, they are for your reference so you can
23476                 remember what printer you have set the profile for. So if you
23477                 want to use the Printer model number in printer name or you
23478                 can call it 'the printer on my desk'</para>
23479               </listitem>
23480
23481               <listitem>
23482                 <para>Template will be filled in once you have chosen which
23483                 template to apply the profile to on the <link linkend="addlabeltemplate">template edit form</link></para>
23484               </listitem>
23485
23486               <listitem>
23487                 <para>The Units pull down is used to define what measurement
23488                 scale you're going to be using for your profile.</para>
23489
23490                 <screenshot>
23491                   <screeninfo>Units of Measurement</screeninfo>
23492
23493                   <mediaobject>
23494                     <imageobject>
23495                       <imagedata fileref="images/tools/patroncards/units.png"/>
23496                     </imageobject>
23497                   </mediaobject>
23498                 </screenshot>
23499               </listitem>
23500
23501               <listitem>
23502                 <para>Offset describes what happens when the entire image is
23503                 off center either vertically or horizontally and creep
23504                 describes a condition where the distance between the labels
23505                 changes across the page or up and down the page</para>
23506
23507                 <itemizedlist>
23508                   <listitem>
23509                     <para>For these values, negative numbers move the error up
23510                     and to the left and positive numbers move the error down
23511                     and to the right</para>
23512                   </listitem>
23513
23514                   <listitem>
23515                     <para>Example: the text is .25" from the left edge of the
23516                     first label, .28" from the left edge of the second label
23517                     and .31" from the left edge of the third label. This means
23518                     the horizontal creep should be set to .03" to make up for
23519                     this difference.</para>
23520                   </listitem>
23521                 </itemizedlist>
23522               </listitem>
23523             </itemizedlist>
23524
23525             <para>After saving, your profiles will appear on the 'Manage' area under 'Printer
23526               profiles'.</para>
23527
23528             <screenshot>
23529               <screeninfo>List of Profiles</screeninfo>
23530
23531               <mediaobject>
23532                 <imageobject>
23533                   <imagedata fileref="images/tools/labelcreator/profiles.png"/>
23534                 </imageobject>
23535               </mediaobject>
23536             </screenshot>
23537
23538             <para>Once you have saved your new profile, you can return to the
23539             list of templates and choose to edit the template that this
23540             profile is for.</para>
23541           </section>
23542         </section>
23543
23544         <section id="labellayouts">
23545           <title>Layouts</title>
23546
23547           <itemizedlist>
23548             <listitem>
23549               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Label Creator &gt; Manage >
23550                 Layouts</para>
23551             </listitem>
23552           </itemizedlist>
23553
23554           <para>A layout is used to define the fields you want to appear on
23555           your labels.</para>
23556
23557           <section id="addlabellayout">
23558             <title>Add a Layout</title>
23559
23560             <para>To add a new layout, you want to click on the 'New' button at the top of the Label
23561               Creator tool and choose 'Layout'.</para>
23562
23563             <screenshot>
23564               <screeninfo>New Layout Button</screeninfo>
23565
23566               <mediaobject>
23567                 <imageobject>
23568                   <imagedata fileref="images/tools/labelcreator/newlayout.png"/>
23569                 </imageobject>
23570               </mediaobject>
23571             </screenshot>
23572
23573             <para>Using the form that appears you can create a profile to fix
23574             any problems with your template.</para>
23575
23576             <screenshot>
23577               <screeninfo>Add New Layout</screeninfo>
23578
23579               <mediaobject>
23580                 <imageobject>
23581                   <imagedata fileref="images/tools/labelcreator/layoutform.png"/>
23582                 </imageobject>
23583               </mediaobject>
23584             </screenshot>
23585
23586             <itemizedlist>
23587               <listitem>
23588                 <para>The name of your layout can be anything you'd like to
23589                 help you identify it later.</para>
23590               </listitem>
23591
23592               <listitem>
23593                 <para>If this is a barcode label you'll want to choose the
23594                 encoding (Code 39 is the most common)</para>
23595               </listitem>
23596
23597               <listitem>
23598                 <para>The layout type can be any combination of bibliographic
23599                 information and/or barcode. For example a spine label would
23600                 just be Biblio whereas a label for your circulation staff to
23601                 use to checkout the book would probably be
23602                 Biblio/Barcode.</para>
23603               </listitem>
23604
23605               <listitem>
23606                 <para>The Bibliographic Data to Print includes any of the data
23607                 fields that may be mapped to your MARC frameworks. You can
23608                 choose from the preset list of fields or you can click on
23609                 'List Fields' and enter your own data. In 'List Fields', you
23610                 can specify MARC subfields as a 4-character tag-subfield
23611                 string: (ie. 254a for the title field), You can also enclose a
23612                 whitespace-separated list of fields to concatenate on one line
23613                 in double quotes. (ie. "099a 099b" or "itemcallnumber
23614                 barcode"). The fields available are from the database tables
23615                 list below. Finally you could add in static text strings in
23616                 single-quote (ie. 'Some static text here.')</para>
23617
23618                 <itemizedlist>
23619                   <listitem>
23620                     <para>You can use the schema viewer (<ulink url="http://schema.koha-community.org">http://schema.koha-community.org</ulink>)
23621                     with the following tables to find field names to
23622                     use:</para>
23623
23624                     <itemizedlist>
23625                       <listitem>
23626                         <para>Currently all fields in the following tables are
23627                         used: items, biblioitems, biblio, branches</para>
23628
23629                         <screenshot>
23630                           <screeninfo>List fields</screeninfo>
23631
23632                           <mediaobject>
23633                             <imageobject>
23634                               <imagedata fileref="images/tools/labelcreator/listlabelfields.png"/>
23635                             </imageobject>
23636                           </mediaobject>
23637                         </screenshot>
23638                       </listitem>
23639                     </itemizedlist>
23640                   </listitem>
23641                 </itemizedlist>
23642               </listitem>
23643
23644               <listitem>
23645                 <para>Choose if the label maker should print out the
23646                 guidelines around each label</para>
23647               </listitem>
23648
23649               <listitem>
23650                 <para>Choose if you'd like Koha to try to split your call
23651                 numbers (usually used on Spine Labels)</para>
23652               </listitem>
23653
23654               <listitem>
23655                 <para>Finally choose your text settings such as alignment,
23656                 font type and size.</para>
23657               </listitem>
23658             </itemizedlist>
23659
23660             <para>After saving, your layouts will appear on the 'Manage
23661             Layouts' page.</para>
23662           </section>
23663         </section>
23664
23665         <section id="labelbatches">
23666           <title>Batches</title>
23667
23668           <itemizedlist>
23669             <listitem>
23670               <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Label Creator &gt; Manage >
23671                 Label batches</para>
23672             </listitem>
23673           </itemizedlist>
23674
23675           <para>Batches are made up of the barcodes you would like to print.
23676           Once in this tool you can search for the item records you would like
23677           to print out labels for.</para>
23678
23679           <section id="addlabelbatch">
23680             <title>Add a Batch</title>
23681
23682             <para>Batches can be created in one of two ways. The first is to
23683             click the 'Create Label Batch' link on the '<link linkend="managestaged">Staged MARC Management</link>' page:</para>
23684
23685             <screenshot>
23686               <screeninfo>Create Label Batch Link on Staged Records
23687               List</screeninfo>
23688
23689               <mediaobject>
23690                 <imageobject>
23691                   <imagedata fileref="images/tools/labelcreator/labelfromstaged.png"/>
23692                 </imageobject>
23693               </mediaobject>
23694             </screenshot>
23695
23696             <para>The other is to choose to create a new batch from the label
23697             creator tool</para>
23698
23699             <screenshot>
23700               <screeninfo>Create New Batch</screeninfo>
23701
23702               <mediaobject>
23703                 <imageobject>
23704                   <imagedata fileref="images/tools/labelcreator/newbatch.png"/>
23705                 </imageobject>
23706               </mediaobject>
23707             </screenshot>
23708
23709             <para>You will be brought to an empty batch with a box to scan barcodes or itemnumbers
23710               in to and an 'Add item(s)' button at the bottom of the page.</para>
23711
23712             <screenshot>
23713               <screeninfo>Add Items</screeninfo>
23714
23715               <mediaobject>
23716                 <imageobject>
23717                   <imagedata fileref="images/tools/labelcreator/addbatchitems.png"/>
23718                 </imageobject>
23719               </mediaobject>
23720             </screenshot>
23721
23722             <para>You can either scan barcodes in to the box provided and
23723             click the 'Add item(s)' button or you can click the 'Add item(s)'
23724             button with the barcodes box empty. Clicking 'Add item(s)' with
23725             nothing in the barcodes box will open a search window for you to
23726             find the items you want to add to the batch.</para>
23727
23728             <screenshot>
23729               <screeninfo>Search for items for a Batch</screeninfo>
23730
23731               <mediaobject>
23732                 <imageobject>
23733                   <imagedata fileref="images/tools/labelcreator/searchforbatch.png"/>
23734                 </imageobject>
23735               </mediaobject>
23736             </screenshot>
23737
23738             <para>From the search results, click the check box next to the
23739             items you want to add to the batch and click the 'Add checked'
23740             button. You can also add items one by one by clicking the 'Add'
23741             link to the left of each item.</para>
23742
23743             <screenshot>
23744               <screeninfo>Batch search results</screeninfo>
23745
23746               <mediaobject>
23747                 <imageobject>
23748                   <imagedata fileref="images/tools/labelcreator/batchsearchresults.png"/>
23749                 </imageobject>
23750               </mediaobject>
23751             </screenshot>
23752
23753             <para>Once you have added all of the items click the 'Done'
23754             button. The resulting page will list the items you have
23755             selected.</para>
23756
23757             <screenshot>
23758               <screeninfo>List of items in the batch</screeninfo>
23759
23760               <mediaobject>
23761                 <imageobject>
23762                   <imagedata fileref="images/tools/labelcreator/itemsinbarch.png"/>
23763                 </imageobject>
23764               </mediaobject>
23765             </screenshot>
23766
23767             <para>To print your labels, click the 'Export full batch' button. To print only some of
23768               the labels, click the 'Export selected item(s)' button. Either way you will be
23769               presented with a confirmation screen where you can choose your template and
23770               layout.</para>
23771
23772             <screenshot>
23773               <screeninfo>Start batch export</screeninfo>
23774
23775               <mediaobject>
23776                 <imageobject>
23777                   <imagedata fileref="images/tools/labelcreator/exportbatch.png"/>
23778                 </imageobject>
23779               </mediaobject>
23780             </screenshot>
23781
23782             <para>You will then be presented with three download options: PDF,
23783             Excel, and CSV.</para>
23784
23785             <screenshot>
23786               <screeninfo>Batch save options</screeninfo>
23787
23788               <mediaobject>
23789                 <imageobject>
23790                   <imagedata fileref="images/tools/labelcreator/savebatch.png"/>
23791                 </imageobject>
23792               </mediaobject>
23793             </screenshot>
23794
23795             <para>After saving your file, simply print to the blank labels you
23796             have in your library.</para>
23797           </section>
23798         </section>
23799       </section>
23800
23801       <section id="quicklabelcreator">
23802         <title>Quick Spine Label Creator</title>
23803
23804         <itemizedlist>
23805           <listitem>
23806             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
23807             &gt; Quick Spine Label Creator</para>
23808           </listitem>
23809         </itemizedlist>
23810
23811         <note>
23812           <para>This tool does not use the label layouts or templates, it
23813           simply prints a spine label in the first spot on the label
23814           sheet.</para>
23815
23816           <itemizedlist>
23817             <listitem>
23818               <para>Define the fields you want to print on the spine label in
23819               the <link linkend="SpineLabelFormat">SpineLabelFormat</link>
23820               system preference</para>
23821             </listitem>
23822
23823             <listitem>
23824               <para>Format your label printing by editing spinelabel.css found
23825               in koha-tmpl/intranet-tmpl/prog/en/css/</para>
23826             </listitem>
23827           </itemizedlist>
23828         </note>
23829
23830         <para>To use this tool you simply need the barcode for the book you'd
23831         like to print the spine label for.</para>
23832
23833         <screenshot>
23834           <screeninfo>Quick Spine Label Creator</screeninfo>
23835
23836           <mediaobject>
23837             <imageobject>
23838               <imagedata fileref="images/tools/quickspinelable.png"/>
23839             </imageobject>
23840           </mediaobject>
23841         </screenshot>
23842       </section>
23843       <section id="marcmodtemplates">
23844         <title>MARC modification templates</title>
23845         <para>The MARC Modification Templates system gives Koha users the power to make alterations
23846           to MARC records automatically while staging MARC records for import. </para>
23847         <para>This tool is useful for altering MARC records from various venders/sources work with
23848           your MARC framework. The system essentially allows one to create a basic script using
23849           actions to Copy, Move, Add, Update and Delete fields. </para>
23850         <para>Start by adding a new template (a template can be made up of one or more actions) by
23851           entering a name and clicking 'Create template'.</para>
23852         <screenshot>
23853             <screeninfo>Add a new template</screeninfo>
23854             <mediaobject>
23855               <imageobject>
23856                 <imagedata fileref="images/tools/marcmodtemplates/addtemplate.png"/>
23857               </imageobject>
23858             </mediaobject>
23859           </screenshot>
23860         <para>Next you can add actions to the template by filling in the Action box.  For example if
23861           you're loading in a batch of files from your EBook vendor you might want to add the biblio
23862           item type of EBOOK to the 942$c.<screenshot>
23863             <screeninfo>Add action</screeninfo>
23864             <mediaobject>
23865               <imageobject>
23866                 <imagedata fileref="images/tools/marcmodtemplates/addaction.png"/>
23867               </imageobject>
23868             </mediaobject>
23869           </screenshot><itemizedlist>
23870             <listitem>
23871               <para>Choose 'Add/Update'</para>
23872             </listitem>
23873             <listitem>
23874               <para>Enter the field 942 and subfield c</para>
23875             </listitem>
23876             <listitem>
23877               <para>Enter the value of 'EBOOK' (or whatever your ebook item type code is)</para>
23878             </listitem>
23879             <listitem>
23880               <para>Provide a description so you can identify this action later</para>
23881             </listitem>
23882             <listitem>
23883               <para>Click 'Add action'</para>
23884             </listitem>
23885           </itemizedlist></para>
23886         <para>Each action can also have an optional condition to check the value or existance of
23887           another field. For example you might want to add the call number to the item record if
23888           it's not already there.</para>
23889         <screenshot>
23890           <screeninfo>Add conditional action</screeninfo>
23891           <mediaobject>
23892             <imageobject>
23893               <imagedata fileref="images/tools/marcmodtemplates/ifexample.png"/>
23894             </imageobject>
23895           </mediaobject>
23896         </screenshot>
23897         <itemizedlist>
23898           <listitem>
23899             <para>Choose 'Copy'</para>
23900           </listitem>
23901           <listitem>
23902             <para>Decide if you want to copy the first occurance or all occurances of the
23903               field</para>
23904           </listitem>
23905           <listitem>
23906             <para>Enter the field 090 (or other biblio call number field) and subfield a to
23907               copy</para>
23908           </listitem>
23909           <listitem>
23910             <para>Enter the 952 field and o subfield to copy to</para>
23911           </listitem>
23912           <listitem>
23913             <para>Choose 'if'</para>
23914           </listitem>
23915           <listitem>
23916             <para>Enter the 952 field and o subfield</para>
23917           </listitem>
23918           <listitem>
23919             <para>Choose "doesn't exist"</para>
23920           </listitem>
23921           <listitem>
23922             <para>Provide a description so you can identify this action later</para>
23923           </listitem>
23924           <listitem>
23925             <para>Click 'Add action'</para>
23926           </listitem>
23927         </itemizedlist>
23928         <para>The Copy &amp; Move actions also support Regular Expressions, which can be used to
23929           automatically modify field values during the copy/move. An example would be to strip out
23930           the '$' character in field 020$c.</para>
23931         <screenshot>
23932           <screeninfo>Add regex action</screeninfo>
23933           <mediaobject>
23934             <imageobject>
23935               <imagedata fileref="images/tools/marcmodtemplates/regexexample.png"/>
23936             </imageobject>
23937           </mediaobject>
23938         </screenshot>
23939         <itemizedlist>
23940           <listitem>
23941             <para>Choose 'Copy and replace'</para>
23942           </listitem>
23943           <listitem>
23944             <para>Decide if you want to copy the first occurance or all occurances of the
23945               field</para>
23946           </listitem>
23947           <listitem>
23948             <para>Enter the field 020 and subfield c to copy</para>
23949           </listitem>
23950           <listitem>
23951             <para>Enter the 020 field and c subfield to copy to</para>
23952           </listitem>
23953           <listitem>
23954             <para>Check the 'RegEx' box and enter your regular expression (in this case s/\$//
23955               )</para>
23956           </listitem>
23957           <listitem>
23958             <para>Choose 'if'</para>
23959           </listitem>
23960           <listitem>
23961             <para>Enter the 020 field and c subfield</para>
23962           </listitem>
23963           <listitem>
23964             <para>Choose "matches"</para>
23965           </listitem>
23966           <listitem>
23967             <para>Check the 'RegEx' box and enter your regular expression (in this case m/^\$/
23968               )</para>
23969           </listitem>
23970           <listitem>
23971             <para>Provide a description so you can identify this action later</para>
23972           </listitem>
23973           <listitem>
23974             <para>Click 'Add action'</para>
23975           </listitem>
23976         </itemizedlist>
23977         <note>
23978           <para>The value for an update can include variables that change each time the template is
23979             used. Currently, the system supports two variables, __BRANCHCODE__ which is replaced
23980             with the branchcode of the library currently using the template, and __CURRENTDATE__
23981             which is replaced with the current date in ISO format ( YYYY-MM-DD ).</para>
23982         </note>
23983         <para>You could also use regular expressions to add your library's proxy URL in front of
23984           links in your MARC record.<screenshot>
23985             <screeninfo>Add proxy URL</screeninfo>
23986             <mediaobject>
23987               <imageobject>
23988                 <imagedata fileref="images/tools/marcmodtemplates/proxyurl.png"/>
23989               </imageobject>
23990             </mediaobject>
23991           </screenshot><itemizedlist>
23992             <listitem>
23993               <para>Choose 'Copy and replace'</para>
23994             </listitem>
23995             <listitem>
23996               <para>Decide if you want to copy the first occurance or all occurances of the
23997                 field</para>
23998             </listitem>
23999             <listitem>
24000               <para>Enter the field 856 and subfield u to copy</para>
24001             </listitem>
24002             <listitem>
24003               <para>Enter the 856 field and u subfield to copy to</para>
24004             </listitem>
24005             <listitem>
24006               <para>Check the 'RegEx' box and enter your regular expression (in this case
24007                 s/^/PROXY_URL/ )</para>
24008             </listitem>
24009             <listitem>
24010               <para>Provide a description so you can identify this action later</para>
24011             </listitem>
24012             <listitem>
24013               <para>Click 'Add action'</para>
24014             </listitem>
24015           </itemizedlist></para>
24016         <para>When choosing between 'Copy' and 'Copy and replace' keep the following example in
24017           mind:</para>
24018         <programlisting>245 _aThe art of computer programming _cDonald E. Knuth.
24019 300 _aA_exists _bB_exists </programlisting>
24020         <para>If we apply action (a) Copy the whole field 245 to 300, we get: </para>
24021         <programlisting>245 _aThe art of computer programming _cDonald E. Knuth.
24022 300 _aA_exists _bB_exists
24023 300 _aThe art of computer programming _cDonald E. Knuth. </programlisting>
24024         <para>If we apply action (b) Copy the subfield 245$a to 300$a, we get: </para>
24025         <programlisting>245 _aThe art of computer programming _cDonald E. Knuth.
24026 300 _aThe art of computer programming _bB_exists</programlisting>
24027         <para>Once your actions are saved you can view them at the top of the screen. Actions can be
24028           moved around using the arrows to the left of them. </para>
24029         <screenshot>
24030           <screeninfo>View actions</screeninfo>
24031           <mediaobject>
24032             <imageobject>
24033               <imagedata fileref="images/tools/marcmodtemplates/viewactions.png"/>
24034             </imageobject>
24035           </mediaobject>
24036         </screenshot>
24037         <para>Depending on your actions the order may be very important. For example you don't want
24038           to delete a field before you copy it to another field.</para>
24039         <para>To add another template you can either start fresh or click the 'Duplicate current
24040           template' checkbox to create a copy of an existing template to start with.</para>
24041         <screenshot>
24042           <screeninfo>Duplicate template</screeninfo>
24043           <mediaobject>
24044             <imageobject>
24045               <imagedata fileref="images/tools/marcmodtemplates/duplicate.png"/>
24046             </imageobject>
24047           </mediaobject>
24048         </screenshot>
24049         <para>Once your template is saved you will be able to pick it when using the <link
24050             linkend="stagemarc">Stage MARC Records for Import</link> tool.</para>
24051         <screenshot>
24052           <screeninfo>Choose template</screeninfo>
24053           <mediaobject>
24054             <imageobject>
24055               <imagedata fileref="images/tools/marcmodtemplates/templatechoice.png"/>
24056             </imageobject>
24057           </mediaobject>
24058         </screenshot>
24059       </section>
24060
24061       <section id="stagemarc">
24062         <title>Stage MARC Records for Import</title>
24063
24064         <itemizedlist>
24065           <listitem>
24066             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
24067             &gt; Stage MARC records for import</para>
24068           </listitem>
24069         </itemizedlist>
24070
24071         <para>This tool can be used to import both bibliographic and authority
24072         records that are saved in MARC format. Importing records into Koha
24073         includes two steps. The first is to stage records for import.</para>
24074
24075         <itemizedlist>
24076           <listitem>
24077             <para>First find the MARC file on your computer</para>
24078
24079             <screenshot>
24080               <screeninfo>Stage MARC Records for Import</screeninfo>
24081
24082               <mediaobject>
24083                 <imageobject>
24084                   <imagedata fileref="images/tools/marcimport/stagemarc-pt1.png"/>
24085                 </imageobject>
24086               </mediaobject>
24087             </screenshot>
24088           </listitem>
24089
24090           <listitem>
24091             <para>Next you will be presented with options for record matching
24092             and item imports</para>
24093
24094             <screenshot>
24095               <screeninfo>Upload options</screeninfo>
24096
24097               <mediaobject>
24098                 <imageobject>
24099                   <imagedata fileref="images/tools/marcimport/stagemarc-pt2.png"/>
24100                 </imageobject>
24101               </mediaobject>
24102             </screenshot>
24103
24104             <itemizedlist>
24105               <listitem>
24106                 <para>Enter 'Comments about this file' to identify your upload
24107                 when going to the '<link linkend="managestaged">Manage Staged
24108                 MARC Records</link>' tool</para>
24109               </listitem>
24110
24111               <listitem>
24112                 <para>Tell Koha which type of file this is, bibliographic or
24113                 authority</para>
24114
24115                 <screenshot>
24116                   <screeninfo>Record type</screeninfo>
24117
24118                   <mediaobject>
24119                     <imageobject>
24120                       <imagedata fileref="images/tools/marcimport/recordtype.png"/>
24121                     </imageobject>
24122                   </mediaobject>
24123                 </screenshot>
24124               </listitem>
24125
24126               <listitem>
24127                 <para>Choose the character encoding</para>
24128
24129                 <screenshot>
24130                   <screeninfo>Chracter encoding</screeninfo>
24131
24132                   <mediaobject>
24133                     <imageobject>
24134                       <imagedata fileref="images/tools/marcimport/encoding.png"/>
24135                     </imageobject>
24136                   </mediaobject>
24137                 </screenshot>
24138               </listitem>
24139
24140               <listitem>
24141                 <para>Choose if you would like to use a <link linkend="marcmodtemplates">MARC
24142                     Modification Template</link> to alter the data you're about to import</para>
24143                 <screenshot>
24144                   <screeninfo>Choose modification template</screeninfo>
24145                   <mediaobject>
24146                     <imageobject>
24147                       <imagedata fileref="images/tools/marcimport/templatechoice.png"/>
24148                     </imageobject>
24149                   </mediaobject>
24150                 </screenshot>
24151               </listitem>
24152               <listitem>
24153                 <para>Choose whether or not you want to look for matching records</para>
24154                 <screenshot>
24155                   <screeninfo>Look for matches</screeninfo>
24156                   <mediaobject>
24157                     <imageobject>
24158                       <imagedata fileref="images/tools/marcimport/matches.png"/>
24159                     </imageobject>
24160                   </mediaobject>
24161                 </screenshot>
24162                 <itemizedlist>
24163                   <listitem>
24164                     <para>You can set up <link linkend="recordmatchingrules">record matching
24165                         rules</link> through the administration area</para>
24166                     <screenshot>
24167                       <screeninfo>Matching rules</screeninfo>
24168                       <mediaobject>
24169                         <imageobject>
24170                           <imagedata fileref="images/tools/marcimport/matchrule.png"/>
24171                         </imageobject>
24172                       </mediaobject>
24173                     </screenshot>
24174                     <itemizedlist>
24175                       <listitem>
24176                         <para>When using the ISBN matching rule Koha will find only exact matches.
24177                           If you find that the ISBN match is not working to your satisfaction you
24178                           can change the <link linkend="AggressiveMatchOnISBN"
24179                             >AggressiveMatchOnISBN</link> preference to 'Do' and then run your
24180                           import again.</para>
24181                       </listitem>
24182                     </itemizedlist>
24183                   </listitem>
24184                 </itemizedlist>
24185               </listitem>
24186
24187               <listitem>
24188                 <para>Next choose what to do with matching records if they are
24189                 found</para>
24190               </listitem>
24191
24192               <listitem>
24193                 <para>Finally choose what to do with records that are
24194                 unique</para>
24195               </listitem>
24196
24197               <listitem>
24198                 <para>Next you can choose whether or not to import the item
24199                 data found in the MARC records (if the file you're loading is
24200                 a bibliographic file)</para>
24201
24202                 <screenshot>
24203                   <screeninfo>Import items</screeninfo>
24204
24205                   <mediaobject>
24206                     <imageobject>
24207                       <imagedata fileref="images/tools/marcimport/checkitems.png"/>
24208                     </imageobject>
24209                   </mediaobject>
24210                 </screenshot>
24211
24212               <itemizedlist>
24213                 <listitem><para>From here you can choose to always add items regardless of matching status, add them only if a
24214                       matching bib was found, add items only if there was no matching bib record,
24215                       replace items if a matching bib was found (The match will look at the
24216                       itemnumbers and barcodes to match on for items. Itemnumbers take precendence
24217                       over barcodes), or Ignore items and not add them.</para></listitem>
24218               </itemizedlist>
24219               </listitem>
24220             </itemizedlist>
24221           </listitem>
24222           <listitem>
24223             <para>Click 'Stage for import'</para>
24224           </listitem>
24225
24226           <listitem>
24227             <para>You will be presented with a confirmation of your MARC
24228             import</para>
24229
24230             <screenshot>
24231               <screeninfo>MARC Import Confirmation</screeninfo>
24232
24233               <mediaobject>
24234                 <imageobject>
24235                   <imagedata fileref="images/tools/marcimport/stagemarc-results.png"/>
24236                 </imageobject>
24237               </mediaobject>
24238             </screenshot>
24239           </listitem>
24240
24241           <listitem>
24242             <para>To complete the process continue to the <link linkend="managestaged">Manage Staged
24243                 MARC Records Tool</link></para>
24244           </listitem>
24245         </itemizedlist>
24246       </section>
24247
24248       <section id="managestaged">
24249         <title>Staged MARC Record Management</title>
24250
24251         <itemizedlist>
24252           <listitem>
24253             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
24254             &gt; Staged MARC Record Management</para>
24255           </listitem>
24256         </itemizedlist>
24257
24258         <para>Once you have <link linkend="stagemarc">staged</link> your
24259         records for import you can complete the import using this tool.</para>
24260
24261         <screenshot>
24262           <screeninfo>List of Staged MARC Records</screeninfo>
24263
24264           <mediaobject>
24265             <imageobject>
24266               <imagedata fileref="images/tools/marcimport/managestaged.png"/>
24267             </imageobject>
24268           </mediaobject>
24269         </screenshot>
24270
24271         <itemizedlist>
24272           <listitem>
24273             <para>From the list of staged records, click on the file name that
24274             you want to finish importing</para>
24275
24276             <itemizedlist>
24277               <listitem>
24278                 <para>You will note that records that have already been
24279                 imported will say so under 'Status'</para>
24280               </listitem>
24281             </itemizedlist>
24282           </listitem>
24283
24284           <listitem>
24285             <para>A summary of your import will appear along with the option
24286             to change your matching rules</para>
24287
24288             <screenshot>
24289               <screeninfo>Manage Staged Records Batch</screeninfo>
24290
24291               <mediaobject>
24292                 <imageobject>
24293                   <imagedata fileref="images/tools/marcimport/managestagedrecords.png"/>
24294                 </imageobject>
24295               </mediaobject>
24296             </screenshot>
24297           </listitem>
24298
24299           <listitem>
24300             <para>Below the summary is the option to import the batch of bib
24301             records using a specific framework</para>
24302
24303             <screenshot>
24304               <screeninfo>Choose Framework to Import Into</screeninfo>
24305
24306               <mediaobject>
24307                 <imageobject>
24308                   <imagedata fileref="images/tools/marcimport/importframework.png"/>
24309                 </imageobject>
24310               </mediaobject>
24311             </screenshot>
24312
24313             <itemizedlist>
24314               <listitem>
24315                 <para>Choosing a framework other than 'Default' isn't
24316                 necessary, but it's helpful for running reports and having the
24317                 right bib level item type selected on import.</para>
24318               </listitem>
24319             </itemizedlist>
24320           </listitem>
24321
24322           <listitem>
24323             <para>Below the framework selection there will be a list of the
24324             records that will be imported</para>
24325
24326             <screenshot>
24327               <screeninfo>List of Staged Records</screeninfo>
24328
24329               <mediaobject>
24330                 <imageobject>
24331                   <imagedata fileref="images/tools/marcimport/stagedrecords.png"/>
24332                 </imageobject>
24333               </mediaobject>
24334             </screenshot>
24335
24336             <itemizedlist>
24337               <listitem>
24338                 <para>Review your summary before completing your import to make sure that your
24339                   matching rule worked and that the records appear as you expect them to</para>
24340               </listitem>
24341               <listitem>
24342                 <para>Matches will appear with info under the 'Match details column'</para>
24343                 <screenshot>
24344                   <screeninfo>Matched record</screeninfo>
24345                   <mediaobject>
24346                     <imageobject>
24347                       <imagedata fileref="images/tools/marcimport/matchfound.png"/>
24348                     </imageobject>
24349                   </mediaobject>
24350                 </screenshot>
24351                 <para>and when clicking the 'View' link under 'Diff' you can see the difference
24352                   between versions.</para>
24353                 <screenshot>
24354                   <screeninfo>Record differences</screeninfo>
24355                   <mediaobject>
24356                     <imageobject>
24357                       <imagedata fileref="images/tools/marcimport/stagediff.png"/>
24358                     </imageobject>
24359                   </mediaobject>
24360                 </screenshot>
24361               </listitem>
24362             </itemizedlist>
24363           </listitem>
24364
24365           <listitem>
24366             <para>Click 'Import into catalog' to complete the import</para>
24367
24368             <screenshot>
24369               <screeninfo>Import summary</screeninfo>
24370
24371               <mediaobject>
24372                 <imageobject>
24373                   <imagedata fileref="images/tools/marcimport/importedrecords.png"/>
24374                 </imageobject>
24375               </mediaobject>
24376             </screenshot>
24377           </listitem>
24378
24379           <listitem>
24380             <para>Once your import is complete a link to the new bib records
24381             will appear to the right of each title that was imported</para>
24382           </listitem>
24383
24384           <listitem>
24385             <para>You can also undo your import by clicking the 'Undo import
24386             into catalog' button</para>
24387           </listitem>
24388         </itemizedlist>
24389
24390         <para>Records imported using this tool remain in the 'reservoir' until
24391         they are cleaned. These items will appear when searching the catalog
24392         from the <link linkend="cataloging">Cataloging</link> tool:</para>
24393
24394         <screenshot>
24395           <screeninfo>Reservoir Results</screeninfo>
24396
24397           <mediaobject>
24398             <imageobject>
24399               <imagedata fileref="images/tools/marcimport/reservoirresults.png"/>
24400             </imageobject>
24401           </mediaobject>
24402         </screenshot>
24403
24404         <para>To clean items out of the 'reservoir':</para>
24405
24406         <itemizedlist>
24407           <listitem>
24408             <para>Visit the main screen of the Manage Staged MARC Records
24409             tool</para>
24410
24411             <screenshot>
24412               <screeninfo>List of Staged MARC Records</screeninfo>
24413
24414               <mediaobject>
24415                 <imageobject>
24416                   <imagedata fileref="images/tools/marcimport/managestaged.png"/>
24417                 </imageobject>
24418               </mediaobject>
24419             </screenshot>
24420           </listitem>
24421
24422           <listitem>
24423             <para>To clean a batch, click the 'Clean' button to the
24424             right</para>
24425           </listitem>
24426
24427           <listitem>
24428             <para>You will be presented with a confirmation message</para>
24429
24430             <screenshot>
24431               <screeninfo>Clean MARC Records Confirmation</screeninfo>
24432
24433               <mediaobject>
24434                 <imageobject>
24435                   <imagedata fileref="images/tools/marcimport/cleanbatch.png"/>
24436                 </imageobject>
24437               </mediaobject>
24438             </screenshot>
24439
24440             <itemizedlist>
24441               <listitem>
24442                 <para>Accept the deletion and the records will be removed from
24443                 the reservoir and the status will be changed to
24444                 'cleaned'</para>
24445               </listitem>
24446             </itemizedlist>
24447           </listitem>
24448         </itemizedlist>
24449       </section>
24450
24451       <section id="uploadlocalimages">
24452         <title>Upload Local Cover Image</title>
24453
24454         <itemizedlist>
24455           <listitem>
24456             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
24457             &gt; Upload Local Cover Image</para>
24458           </listitem>
24459         </itemizedlist>
24460
24461         <para>This tool will allow you to upload cover images for the materials in your catalog. To
24462           access this tool, staff will need the <link linkend="toolspermissions"
24463             >upload_local_cover_images permission</link>. In order for images to show in the staff
24464           client and/or OPAC you will need to set your <link linkend="LocalCoverImages"
24465             >LocalCoverImages</link> and/or <link linkend="OPACLocalCoverImages"
24466             >OPACLocalCoverImages</link> preferences to 'Display.' Images can be uploaded in batches
24467           or one by one.<note>
24468             <para>Koha does not have a maximum file size limit for this tool, but Apache may limit
24469               the maximum size of uploads (talk to your sys admin).</para>
24470           </note><note>
24471             <para>When you want to upload multiple images onto a bib record, they will display left
24472               to right (then top to bottom, depending on screen real estate) in order of uploading,
24473               and the one on the left (the first one uploaded) will be the one used as a thumbnail
24474               cover in search results and on the detail page. There is no way to reorder cover
24475               images uploaded in this way, so be sure to upload them in the order you'd like them to appear.<screenshot>
24476                 <screeninfo>Multiple cover images on one record</screeninfo>
24477                 <mediaobject>
24478                   <imageobject>
24479                     <imagedata fileref="images/tools/uploadlocalimg/multiplecovers.png"/>
24480                   </imageobject>
24481                 </mediaobject>
24482               </screenshot></para>
24483           </note></para>
24484
24485         <para>If uploading a single image:</para>
24486
24487         <itemizedlist>
24488           <listitem>
24489             <para>Visit the tool and click the 'Browse' button to browse to
24490             the image on your local machine.</para>
24491
24492             <screenshot>
24493               <screeninfo>Upload single cover image</screeninfo>
24494
24495               <mediaobject>
24496                 <imageobject>
24497                   <imagedata fileref="images/tools/uploadlocalimg/uploadsingle.png"/>
24498                 </imageobject>
24499               </mediaobject>
24500             </screenshot>
24501           </listitem>
24502
24503           <listitem>
24504             <para>Click 'Upload file'</para>
24505           </listitem>
24506
24507           <listitem>
24508             <para>Choose 'Image file' under the 'File type' section</para>
24509           </listitem>
24510
24511           <listitem>
24512             <para>Enter the biblionumber for the record you're attaching this
24513             image to. This is not the same as the barcode, this is the system
24514             generated number assigned by Koha.</para>
24515
24516             <itemizedlist>
24517               <listitem>
24518                 <para>Find the biblionumber by looking at the end of the URL
24519                 in the address bar when on the detail page</para>
24520
24521                 <screenshot>
24522                   <screeninfo>Biblionumber in URL</screeninfo>
24523
24524                   <mediaobject>
24525                     <imageobject>
24526                       <imagedata fileref="images/tools/uploadlocalimg/bibnumurl.png"/>
24527                     </imageobject>
24528                   </mediaobject>
24529                 </screenshot>
24530               </listitem>
24531
24532               <listitem>
24533                 <para>or by clicking on the MARC tab on the detail page in the
24534                 staff client</para>
24535
24536                 <screenshot>
24537                   <screeninfo>Biblionumber on MARC Record</screeninfo>
24538
24539                   <mediaobject>
24540                     <imageobject>
24541                       <imagedata fileref="images/tools/uploadlocalimg/bibnummarc.png"/>
24542                     </imageobject>
24543                   </mediaobject>
24544                 </screenshot>
24545               </listitem>
24546             </itemizedlist>
24547           </listitem>
24548
24549           <listitem>
24550             <para>If you would like to replace any other cover images you may
24551             have uploaded in the past, check the 'Replace existing covers' box
24552             under the 'Options' section</para>
24553           </listitem>
24554
24555           <listitem>
24556             <para>Click 'Process images'</para>
24557           </listitem>
24558
24559           <listitem>
24560             <para>You will be presented with a summary of the upload and a
24561             link to the record you have just added the image to</para>
24562           </listitem>
24563         </itemizedlist>
24564
24565         <para>If uploading a batch of images at once you will need to prepare
24566         a ZIP file first.</para>
24567
24568         <itemizedlist>
24569           <listitem>
24570             <para>Enter in to the ZIP file all the images you are
24571             uploading</para>
24572           </listitem>
24573
24574           <listitem>
24575             <para>Also include a text file (*.TXT) named either datalink.txt
24576             or idlink.txt listing the biblionumber followed by the image name
24577             for each image one per line</para>
24578
24579             <itemizedlist>
24580               <listitem>
24581                 <para>ex. 4091,image4091.jpg</para>
24582
24583                 <screenshot>
24584                   <screeninfo>ZIP File Contents</screeninfo>
24585
24586                   <mediaobject>
24587                     <imageobject>
24588                       <imagedata fileref="images/tools/uploadlocalimg/zipfiles.png"/>
24589                     </imageobject>
24590                   </mediaobject>
24591                 </screenshot>
24592               </listitem>
24593             </itemizedlist>
24594           </listitem>
24595
24596           <listitem>
24597             <para>Browse your local computer to the ZIP file</para>
24598           </listitem>
24599
24600           <listitem>
24601             <para>Click 'Upload file'</para>
24602           </listitem>
24603
24604           <listitem>
24605             <para>Choose 'Zip file' under the 'File type' section</para>
24606           </listitem>
24607
24608           <listitem>
24609             <para>If you would like to replace any other cover images you may
24610             have uploaded in the past, check the 'Replace existing covers' box
24611             under the 'Options' section</para>
24612           </listitem>
24613
24614           <listitem>
24615             <para>Click 'Process images'</para>
24616           </listitem>
24617
24618           <listitem>
24619             <para>You will be presented with a summary of the upload</para>
24620
24621             <screenshot>
24622               <screeninfo>Upload Summary</screeninfo>
24623
24624               <mediaobject>
24625                 <imageobject>
24626                   <imagedata fileref="images/tools/uploadlocalimg/uploadsummary.png"/>
24627                 </imageobject>
24628               </mediaobject>
24629             </screenshot>
24630           </listitem>
24631         </itemizedlist>
24632
24633         <important>
24634           <para>The source image is used to generate a 140 x 200 px thumbnail image and a 600 x 800
24635             px full-size image. The original sized image uploaded will not be stored by Koha</para>
24636         </important>
24637
24638         <para>You will be able to see your cover images in the staff client on
24639         the detail page under the 'Image' tab in the holdings table at the
24640         bottom</para>
24641
24642         <screenshot>
24643           <screeninfo>Cover images in the staff client</screeninfo>
24644
24645           <mediaobject>
24646             <imageobject>
24647               <imagedata fileref="images/admin/globalprefs/AllowMultipleCovers.png"/>
24648             </imageobject>
24649           </mediaobject>
24650         </screenshot>
24651
24652         <para>In the OPAC the cover images will also appear in the images tab,
24653         as well as next to the title and on the search results.</para>
24654         <para>If you would like to remove a cover image you can click 'Delete image' below the image
24655           if you have the <link linkend="toolspermissions">upload_local_cover_images
24656             permission</link>.</para>
24657       </section>
24658     </section>
24659
24660     <section id="additionaltools">
24661       <title>Additional Tools</title>
24662
24663       <para/>
24664
24665       <section id="calholidays">
24666         <title>Calendar</title>
24667
24668         <itemizedlist>
24669           <listitem>
24670             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
24671             Additional Tools &gt; Calendar</para>
24672           </listitem>
24673         </itemizedlist>
24674
24675         <para>Libraries can define library closings and holidays to be used
24676         when calculating due dates. You can make use of the Calendar by
24677         turning on the proper system preferences:</para>
24678
24679         <itemizedlist>
24680           <listitem>
24681             <para><emphasis>Get there: </emphasis>More &gt; Administration
24682             &gt; Global System Preferences &gt; Circulation &gt; <link linkend="useDaysMode">useDaysMode</link></para>
24683
24684             <itemizedlist>
24685               <listitem>
24686                 <para>Choose the method for calculating due date - either
24687                 include days the library is closed in the calculation or don't
24688                 include them.</para>
24689               </listitem>
24690             </itemizedlist>
24691           </listitem>
24692
24693           <listitem>
24694             <para><emphasis>Get there:</emphasis> More &gt; Administration
24695             &gt; Global System Preferences &gt; Circulation &gt; <link linkend="finesCalendar">finescalendar</link></para>
24696
24697             <itemizedlist>
24698               <listitem>
24699                 <para>This will check the holiday calendar before charging
24700                 fines</para>
24701               </listitem>
24702             </itemizedlist>
24703           </listitem>
24704         </itemizedlist>
24705
24706         <screenshot>
24707           <screeninfo>Calendar &amp; Holidays Tools</screeninfo>
24708
24709           <mediaobject>
24710             <imageobject>
24711               <imagedata fileref="images/tools/calendar/calendar.png"/>
24712             </imageobject>
24713           </mediaobject>
24714         </screenshot>
24715
24716         <section id="addevents">
24717           <title>Adding Events</title>
24718
24719           <para>Before adding events, choose the library you would like to
24720           apply the closings to. When adding events you will be asked if you
24721           would like to apply the event to one branch or all branches. To add
24722           events, simply</para>
24723
24724           <itemizedlist>
24725             <listitem>
24726               <para>Click on the date on the calendar that you would like to
24727               apply the closing to</para>
24728
24729               <screenshot>
24730                 <screeninfo>Calendar Add Form</screeninfo>
24731
24732                 <mediaobject>
24733                   <imageobject>
24734                     <imagedata fileref="images/tools/calendar/calendaradd.png"/>
24735                   </imageobject>
24736                 </mediaobject>
24737               </screenshot>
24738             </listitem>
24739
24740             <listitem>
24741               <para>In the form that appears above the calendar, enter the
24742               closing information (for more info on each option click the
24743               question mark [?] to the right of the option)</para>
24744
24745               <itemizedlist>
24746                 <listitem>
24747                   <para>Library will be filled in automatically based on the
24748                   library you chose from the pull down at the top of the
24749                   page</para>
24750                 </listitem>
24751
24752                 <listitem>
24753                   <para>The day information will also be filled in
24754                   automatically based on the date you clicked on the
24755                   calendar</para>
24756                 </listitem>
24757
24758                 <listitem>
24759                   <para>In the description enter the reason the library is
24760                   closed</para>
24761                 </listitem>
24762
24763                 <listitem>
24764                   <para>Next you can choose if this event is a one time event
24765                   or if it is repeatable.</para>
24766
24767                   <itemizedlist>
24768                     <listitem>
24769                       <para>If this is a one day holiday choose 'Holiday only
24770                       on this day'</para>
24771                     </listitem>
24772
24773                     <listitem>
24774                       <para>If this is a weekly closing (like a weekend day)
24775                       then you can choose 'Holiday repeated every same day of
24776                       the week'</para>
24777                     </listitem>
24778
24779                     <listitem>
24780                       <para>If this is an annual holiday closing choose
24781                       'Holiday repeated yearly on the same date'</para>
24782                     </listitem>
24783
24784                     <listitem>
24785                       <para>If the library is going to be closed for the week
24786                       or a range of time choose 'Holiday on a range' and enter
24787                       a 'To Date' at the top</para>
24788                     </listitem>
24789
24790                     <listitem>
24791                       <para>If the library is going to be closed for a range
24792                       of time each year (such as summer holidays for schools)
24793                       choose 'Holiday repeated yearly on a range' and enter a
24794                       'To Date' at the top</para>
24795                     </listitem>
24796                   </itemizedlist>
24797                 </listitem>
24798
24799                 <listitem>
24800                   <para>Finally decide if this event should be applied to all
24801                   libraries or just the one you have originally
24802                   selected</para>
24803
24804                   <itemizedlist>
24805                     <listitem>
24806                       <para>If you'd rather enter all the holidays and then
24807                       copy them all to another branch all at once you can use
24808                       the copy menu below the calendar</para>
24809
24810                       <screenshot>
24811                         <screeninfo>Copy holidays</screeninfo>
24812
24813                         <mediaobject>
24814                           <imageobject>
24815                             <imagedata fileref="images/tools/calendar/copyholidays.png"/>
24816                           </imageobject>
24817                         </mediaobject>
24818                       </screenshot>
24819                     </listitem>
24820                   </itemizedlist>
24821                 </listitem>
24822               </itemizedlist>
24823             </listitem>
24824
24825             <listitem>
24826               <para>After saving you will see the event listed in the summary
24827               to the right the calendar</para>
24828
24829               <screenshot>
24830                 <screeninfo>Calendar Summary</screeninfo>
24831
24832                 <mediaobject>
24833                   <imageobject>
24834                     <imagedata fileref="images/tools/calendar/calendarsummary.png"/>
24835                   </imageobject>
24836                 </mediaobject>
24837               </screenshot>
24838             </listitem>
24839           </itemizedlist>
24840         </section>
24841
24842         <section id="editevents">
24843           <title>Editing Events</title>
24844
24845           <para>To edit events</para>
24846
24847           <itemizedlist>
24848             <listitem>
24849               <para>Click on the event on the calendar that you want to change
24850               (do this by clicking on the date on the calendar, not the event
24851               listed in the summary)</para>
24852
24853               <screenshot>
24854                 <screeninfo>Edit holiday form</screeninfo>
24855
24856                 <mediaobject>
24857                   <imageobject>
24858                     <imagedata fileref="images/tools/calendar/calendaredit.png"/>
24859                   </imageobject>
24860                 </mediaobject>
24861               </screenshot>
24862             </listitem>
24863
24864             <listitem>
24865               <para>From this form you can make edits to the holiday or delete the holiday
24866                 completely. <itemizedlist>
24867                   <listitem>
24868                     <para>All actions require that you click 'Save' before the change will be
24869                       made.</para>
24870                   </listitem>
24871                 </itemizedlist></para>
24872             </listitem>
24873
24874             <listitem>
24875               <para>Clicking on repeatable events will offer slightly
24876               different options</para>
24877
24878               <screenshot>
24879                 <screeninfo>Edit repeatable event</screeninfo>
24880
24881                 <mediaobject>
24882                   <imageobject>
24883                     <imagedata fileref="images/tools/calendar/calendarexception.png"/>
24884                   </imageobject>
24885                 </mediaobject>
24886               </screenshot>
24887
24888               <itemizedlist>
24889                 <listitem>
24890                   <para>In the form above you will note that there is now an option to 'Generate an
24891                     exception for this repeated holiday,' choosing this option will allow you to
24892                     make it so that this date is not closed even though the library is usually
24893                     closed on this date.<itemizedlist>
24894                       <listitem>
24895                         <para>All actions require that you click 'Save' before the change will be
24896                           made.</para>
24897                       </listitem>
24898                     </itemizedlist></para>
24899                 </listitem>
24900               </itemizedlist>
24901             </listitem>
24902           </itemizedlist>
24903         </section>
24904
24905         <section id="calendarhelp">
24906           <title>Additional Help</title>
24907
24908           <para>When adding or editing events you can get additional help by
24909           clicking on the question mark next to various different options on
24910           the form</para>
24911
24912           <screenshot>
24913             <screeninfo>Additional Calendar Help Buttons</screeninfo>
24914
24915             <mediaobject>
24916               <imageobject>
24917                 <imagedata fileref="images/tools/calendar/calendarhelp.png"/>
24918               </imageobject>
24919             </mediaobject>
24920           </screenshot>
24921         </section>
24922       </section>
24923
24924       <section id="csvprofiles">
24925         <title>CSV Profiles</title>
24926
24927         <itemizedlist>
24928           <listitem>
24929             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
24930             Additional Tools &gt; CSV Profiles</para>
24931           </listitem>
24932         </itemizedlist>
24933
24934         <para>CSV Profiles are created to define how you would like your cart
24935         or list to export.</para>
24936
24937         <section id="addcsvprofile">
24938           <title>Add CSV Profiles</title>
24939
24940           <para>To add a CSV Profile</para>
24941
24942           <itemizedlist>
24943             <listitem>
24944               <para>Click 'CSV Profiles' from the Tools menu</para>
24945             </listitem>
24946             <listitem>
24947               <para>The 'Profile type' determines what type of fields you plan to use (MARC or SQL)
24948                 to define your profile<itemizedlist>
24949                   <listitem>
24950                     <para>If you choose MARC then you will need to enter MARC fields</para>
24951                   </listitem>
24952                 </itemizedlist></para>
24953               <screenshot>
24954                 <screeninfo>MARC CSV Profile</screeninfo>
24955                 <mediaobject>
24956                   <imageobject>
24957                     <imagedata fileref="images/tools/csvprofiles/addcsv.png"/>
24958                   </imageobject>
24959                 </mediaobject>
24960               </screenshot>
24961               <itemizedlist>
24962                 <listitem>
24963                   <para>If you choose SQL then you will need to enter SQL database fields</para>
24964                   <screenshot>
24965                       <screeninfo>SQL CSV Profile</screeninfo>
24966                       <mediaobject>
24967                         <imageobject>
24968                           <imagedata fileref="images/tools/csvprofiles/addcsv-sql.png"/>
24969                         </imageobject>
24970                       </mediaobject>
24971                     </screenshot>
24972                 </listitem>
24973               </itemizedlist>
24974               <itemizedlist>
24975                 <listitem>
24976                   <para>The 'Profile name' will appear on the export pull down list when choosing
24977                     'Download' from your cart or list</para>
24978                   <screenshot>
24979                       <screeninfo>Download List</screeninfo>
24980                       <mediaobject>
24981                         <imageobject>
24982                           <imagedata fileref="images/tools/csvprofiles/downloadcsv.png"/>
24983                         </imageobject>
24984                       </mediaobject>
24985                     </screenshot>
24986                 </listitem>
24987                 <listitem>
24988                   <para>The 'Profile description' is for your own benefit, but will also appear in
24989                     the OPAC when patrons download content, so make sure it's clear to your patrons
24990                     as well</para>
24991                 </listitem>
24992                 <listitem>
24993                   <para>The 'CSV separator' is the character used to separate values and value groups<note>
24994                       <para>The most common option here is comma because most spreadsheet
24995                         applications know how to open files split by commas.</para>
24996                     </note></para>
24997                 </listitem>
24998                 <listitem>
24999                   <para>The 'Field separator' is the character used to separate duplicate
25000                     fields</para>
25001                   <itemizedlist>
25002                     <listitem>
25003                       <para>Example: You may have multiple 650 fields and this is the character that
25004                         will appear in between each one in the column</para>
25005                       <screenshot>
25006                           <screeninfo>Field separators in between multiple subjects</screeninfo>
25007                           <mediaobject>
25008                             <imageobject>
25009                               <imagedata fileref="images/tools/csvprofiles/csvfieldsep.png"/>
25010                             </imageobject>
25011                           </mediaobject>
25012                         </screenshot>
25013                     </listitem>
25014                   </itemizedlist>
25015                 </listitem>
25016                 <listitem>
25017                   <para>The 'Subfield separator' is the character used to separate duplicate
25018                     subfields</para>
25019                   <itemizedlist>
25020                     <listitem>
25021                       <para>Example: You may have multiple $a subfields in a field</para>
25022                     </listitem>
25023                   </itemizedlist>
25024                 </listitem>
25025                 <listitem>
25026                   <para>The 'Encoding' field lets you define the encoding used when saving the
25027                     file</para>
25028                 </listitem>
25029                 <listitem>
25030                   <para>Finally format your CSV file using the 'Profile MARC' or 'Profile SQL'
25031                     field</para>
25032                   <itemizedlist>
25033                     <listitem>
25034                       <para>Define which fields or subfields you want to export, separated by pipes.
25035                         Example : 200|210$a|301 for MARC and biblio.title|biblio.author for
25036                         SQL</para>
25037                     </listitem>
25038                     <listitem>
25039                       <note>
25040                         <para>You can also use your own headers (instead of the ones from Koha) by
25041                           prefixing the field number with an header, followed by the equal sign.
25042                           Example : Personal name=100|title=245$a|300</para>
25043                       </note>
25044                     </listitem>
25045                   </itemizedlist>
25046                 </listitem>
25047               </itemizedlist>
25048               <para>When you have entered in all of the information for you profile, simply click
25049                 'Submit' and you will be presented with a confirmation that your profile has been saved.</para>
25050               <screenshot>
25051                   <screeninfo>Confirmation of new CSV profile</screeninfo>
25052                   <mediaobject>
25053                     <imageobject>
25054                       <imagedata fileref="images/tools/csvprofiles/csvadded.png"/>
25055                     </imageobject>
25056                   </mediaobject>
25057                 </screenshot>
25058             </listitem>
25059           </itemizedlist>
25060         </section>
25061
25062         <section id="editcsvprofile">
25063           <title>Modify CSV Profiles</title>
25064
25065           <para>Once you have created at least one CSV Profile an 'Edit
25066           profile' tab will appear next to the 'New profile' button.</para>
25067
25068           <screenshot>
25069             <screeninfo>Modify CSV Profiles</screeninfo>
25070
25071             <mediaobject>
25072               <imageobject>
25073                 <imagedata fileref="images/tools/csvprofiles/modifycsv.png"/>
25074               </imageobject>
25075             </mediaobject>
25076           </screenshot>
25077
25078           <itemizedlist>
25079             <listitem>
25080               <para>Choose the profile you would like to edit and alter the necessary fields.</para>
25081             </listitem>
25082             <listitem>
25083               <para>After submitting your changes you will be presented with a confirmation message
25084                 at the top of the screen</para>
25085               <screenshot>
25086                   <screeninfo>Confirmation of CSV modification</screeninfo>
25087                   <mediaobject>
25088                     <imageobject>
25089                       <imagedata fileref="images/tools/csvprofiles/csvmodified.png"/>
25090                     </imageobject>
25091                   </mediaobject>
25092                 </screenshot>
25093             </listitem>
25094
25095             <listitem>
25096               <para>To delete a profile, check the 'Delete selected profile'
25097               option before clicking 'Submit Query'</para>
25098
25099               <screenshot>
25100                 <screeninfo>Delete an existing CSV Profile</screeninfo>
25101
25102                 <mediaobject>
25103                   <imageobject>
25104                     <imagedata fileref="images/tools/csvprofiles/deletecsv.png"/>
25105                   </imageobject>
25106                 </mediaobject>
25107               </screenshot>
25108             </listitem>
25109           </itemizedlist>
25110         </section>
25111
25112         <section id="usecsvprofiles">
25113           <title>Using CSV Profiles</title>
25114
25115           <para>Your CSV Profiles will appear on the export list or cart menu under the 'Download'
25116             button in both the staff client and the OPAC</para>
25117
25118           <screenshot>
25119             <screeninfo>CSV Profiles on Download Menu in the Staff Client</screeninfo>
25120
25121             <mediaobject>
25122               <imageobject>
25123                 <imagedata fileref="images/tools/csvprofiles/exportlist.png"/>
25124               </imageobject>
25125             </mediaobject>
25126           </screenshot>
25127         </section>
25128       </section>
25129
25130       <section id="logviewer">
25131         <title>Log Viewer</title>
25132
25133         <itemizedlist>
25134           <listitem>
25135             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
25136             Additional Tools &gt; Log Viewer</para>
25137           </listitem>
25138         </itemizedlist>
25139
25140         <para>Actions within the Koha system are tracked in log files. Your
25141         <link linkend="logs">system preferences</link> can be changed to
25142         prevent the logging of different actions. These logs can be viewed
25143         using the Log Viewer Tool.</para>
25144
25145         <screenshot>
25146           <screeninfo>Log Viewer</screeninfo>
25147
25148           <mediaobject>
25149             <imageobject>
25150               <imagedata fileref="images/tools/logs/logviewer.png"/>
25151             </imageobject>
25152           </mediaobject>
25153         </screenshot>
25154
25155         <para>Choosing different combinations of menu options will produce the
25156         log file for that query.</para>
25157
25158         <screenshot>
25159           <screeninfo>A query for all logs related to the Circulation module
25160           produces a result like this</screeninfo>
25161
25162           <mediaobject>
25163             <imageobject>
25164               <imagedata fileref="images/tools/logs/logresults.png"/>
25165             </imageobject>
25166           </mediaobject>
25167         </screenshot>
25168       </section>
25169
25170       <section id="newstool">
25171         <title>News</title>
25172
25173         <itemizedlist>
25174           <listitem>
25175             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
25176             Additional Tools &gt; News</para>
25177           </listitem>
25178         </itemizedlist>
25179
25180         <para>Koha's news module allows librarians to post news to the OPAC,
25181         staff interface and circulation receipts.</para>
25182
25183         <screenshot>
25184           <screeninfo>Koha News Module</screeninfo>
25185
25186           <mediaobject>
25187             <imageobject>
25188               <imagedata fileref="images/tools/news/news.png"/>
25189             </imageobject>
25190           </mediaobject>
25191         </screenshot>
25192
25193         <para>To add news to either the OPAC, the Staff Client or a
25194         Circulation receipt:</para>
25195
25196         <itemizedlist>
25197           <listitem>
25198             <para>Click 'New Entry'</para>
25199
25200             <screenshot>
25201               <screeninfo>Add Koha News Form</screeninfo>
25202
25203               <mediaobject>
25204                 <imageobject>
25205                   <imagedata fileref="images/tools/news/addnews.png"/>
25206                 </imageobject>
25207               </mediaobject>
25208             </screenshot>
25209
25210             <itemizedlist>
25211               <listitem>
25212                 <para>Under 'Display Location' choose whether to put the news on the OPAC, Slip
25213                   (circulation receipt) or the Librarian (Staff) Interface.<screenshot>
25214                     <screeninfo>Display location</screeninfo>
25215                     <mediaobject>
25216                       <imageobject>
25217                         <imagedata fileref="images/tools/news/displaylocation.png"/>
25218                       </imageobject>
25219                     </mediaobject>
25220                   </screenshot></para>
25221               </listitem>
25222
25223               <listitem>
25224                 <para>Choose the library this news item will show for</para>
25225               </listitem>
25226               <listitem>
25227                 <para>Choose a title for your entry</para>
25228               </listitem>
25229
25230               <listitem>
25231                 <para>Using the publication and expiration date fields you can
25232                 control from which date and for how long your news
25233                 item appears</para>
25234                 <para>
25235                   <itemizedlist>
25236                     <listitem>
25237                       <para>Examples: (these assume today's date as 07-May-2015)<itemizedlist>
25238                           <listitem>
25239                             <para>Publish on current date: set publication date as
25240                               07-May-2015</para>
25241                           </listitem>
25242                           <listitem>
25243                             <para>Schedule for publishing in future: set date later than
25244                               07-May-2015</para>
25245                           </listitem>
25246                           <listitem>
25247                             <para>Backdate the news item: set date earlier than 07-May-2015</para>
25248                           </listitem>
25249                         </itemizedlist></para>
25250                     </listitem>
25251                   </itemizedlist>
25252                 </para>
25253               </listitem>
25254
25255               <listitem>
25256                 <para>'Appear in position' lets you decide what order your
25257                 news items appear in</para>
25258               </listitem>
25259
25260               <listitem>
25261                 <para>The 'News' box allows for the use of HTML for formatting
25262                 of your news item</para>
25263               </listitem>
25264             </itemizedlist>
25265           </listitem>
25266
25267           <listitem>
25268             <para>After filling in all of the fields, click 'Submit'</para>
25269           </listitem>
25270
25271           <listitem>
25272             <para>News in the OPAC will appear above the <link linkend="OpacMainUserBlock">OpacMainUserBlock</link></para>
25273
25274             <screenshot>
25275               <screeninfo>News in the OPAC</screeninfo>
25276
25277               <mediaobject>
25278                 <imageobject>
25279                   <imagedata fileref="images/tools/news/opacnews.png"/>
25280                 </imageobject>
25281               </mediaobject>
25282             </screenshot>
25283             <itemizedlist>
25284               <listitem>
25285                 <para>Below the news in the OPAC there will be an RSS icon allowing you to subscribe
25286                   to library news<screenshot>
25287                     <screeninfo>News RSS feed</screeninfo>
25288                     <mediaobject>
25289                       <imageobject>
25290                         <imagedata fileref="images/tools/news/newsrss.png"/>
25291                       </imageobject>
25292                     </mediaobject>
25293                   </screenshot></para>
25294               </listitem>
25295             </itemizedlist>
25296           </listitem>
25297
25298           <listitem>
25299             <para>News in the Staff Client will appear on the far left of the
25300             screen</para>
25301
25302             <screenshot>
25303               <screeninfo>News in the Staff Client</screeninfo>
25304
25305               <mediaobject>
25306                 <imageobject>
25307                   <imagedata fileref="images/tools/news/librariannews.png"/>
25308                 </imageobject>
25309               </mediaobject>
25310             </screenshot>
25311           </listitem>
25312
25313           <listitem>
25314             <para>News on the circulation receipts will appear below the items
25315             that are checked out</para>
25316
25317             <screenshot>
25318               <screeninfo>News at the bottom of the circulation
25319               receipt</screeninfo>
25320
25321               <mediaobject>
25322                 <imageobject>
25323                   <imagedata fileref="images/tools/news/slipnews.png"/>
25324                 </imageobject>
25325               </mediaobject>
25326             </screenshot>
25327           </listitem>
25328           <listitem>
25329             <para>Depending on your choice for the <link linkend="NewsAuthorDisplay"
25330                 >NewsAuthorDisplay</link> preference you will also see the person who created the
25331               news item (this uses the logged in person)</para>
25332           </listitem>
25333         </itemizedlist>
25334       </section>
25335
25336       <section id="taskscheduler">
25337         <title>Task Scheduler</title>
25338
25339         <itemizedlist>
25340           <listitem>
25341             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
25342             Additional Tools &gt; Task Scheduler</para>
25343           </listitem>
25344         </itemizedlist>
25345
25346         <para>The task scheduler is a way to schedule reports to run whenever
25347         you want.</para>
25348
25349         <para>To schedule a task, visit the Task Scheduler and fill in the
25350         form</para>
25351
25352         <screenshot>
25353           <screeninfo>Task Scheduler</screeninfo>
25354
25355           <mediaobject>
25356             <imageobject>
25357               <imagedata fileref="images/tools/tasksched/taskscheduler.png"/>
25358             </imageobject>
25359           </mediaobject>
25360         </screenshot>
25361
25362         <itemizedlist>
25363           <listitem>
25364             <para>Current Server Time shows the time on your server (schedule
25365             all of your reports to run based on that time - not on your local
25366             time)</para>
25367           </listitem>
25368
25369           <listitem>
25370             <para>Time should be entered as hh:mm (2 digit hour, 2 digit
25371             minute)</para>
25372           </listitem>
25373
25374           <listitem>
25375             <para>Date should be entered using the calendar pop up</para>
25376           </listitem>
25377
25378           <listitem>
25379             <para>From Report choose the report you want to schedule</para>
25380           </listitem>
25381
25382           <listitem>
25383             <para>Choose whether to receive the text of or a link to the
25384             results</para>
25385           </listitem>
25386
25387           <listitem>
25388             <para>In the Email filed enter the email of the person you want to
25389             receive your report</para>
25390           </listitem>
25391         </itemizedlist>
25392
25393         <para>Below the task scheduler form, there is a list of scheduled
25394         reports</para>
25395
25396         <screenshot>
25397           <screeninfo>Scheduled Tasks</screeninfo>
25398
25399           <mediaobject>
25400             <imageobject>
25401               <imagedata fileref="images/tools/tasksched/scheduledreports.png"/>
25402             </imageobject>
25403           </mediaobject>
25404         </screenshot>
25405
25406         <para>You can also schedule reports directly from the list of saved
25407         reports by clicking the 'Schedule' link</para>
25408
25409         <screenshot>
25410           <screeninfo>Saved Reports List</screeninfo>
25411
25412           <mediaobject>
25413             <imageobject>
25414               <imagedata fileref="images/tools/tasksched/savedreports.png"/>
25415             </imageobject>
25416           </mediaobject>
25417         </screenshot>
25418
25419         <section id="taskscedtroubleshoot">
25420           <title>Troubleshooting</title>
25421
25422           <para>Task scheduler will not work if the user the web server runs
25423           as doesn't have the permission to use it. To find out if the right
25424           user has the permissions necessary, check /etc/at.allow to see what
25425           users are in it. If you don't have that file, check etc/at.deny. If
25426           at.deny exists but is blank, then every user can use it. Talk to
25427           your system admin about adding the user to the right place to make
25428           the task scheduler work.</para>
25429         </section>
25430       </section>
25431
25432       <section id="QOTDEditor">
25433         <title>Quote of the Day (QOTD) Editor</title>
25434         <itemizedlist>
25435           <listitem>
25436             <para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Additional Tools &gt; Edit
25437               quotes for QOTD feature</para>
25438           </listitem>
25439         </itemizedlist>
25440
25441         <para>This tool will allow you to add and edit quotes to show on the
25442         OPAC if you're using the Quote of the Day (QOTD) feature.</para>
25443
25444         <para>To turn this feature on set the <link linkend="QuoteOfTheDay">QuoteOfTheDay</link> preference to 'Enable and
25445         add at least one quote via the Quote of the Day Editor. Once these
25446         steps are complete you will see your quotes above the <link linkend="OpacMainUserBlock">OpacMainUserBlock</link> in the
25447         OPAC:</para>
25448
25449         <screenshot>
25450           <screeninfo>Quote in the OPAC</screeninfo>
25451
25452           <mediaobject>
25453             <imageobject>
25454               <imagedata fileref="images/tools/qotd/quoteinopac.png"/>
25455             </imageobject>
25456           </mediaobject>
25457         </screenshot>
25458
25459         <section id="addquote">
25460           <title>Add a Quote</title>
25461
25462           <para>To add a quote:</para>
25463
25464           <itemizedlist>
25465             <listitem>
25466               <para>Click the 'Add quote' button in the toolbar and an empty
25467               quote entry will be added to the end of the current quote
25468               list.</para>
25469
25470               <screenshot>
25471                 <screeninfo>Add quote button</screeninfo>
25472
25473                 <mediaobject>
25474                   <imageobject>
25475                     <imagedata fileref="images/tools/qotd/quotebuttons.png"/>
25476                   </imageobject>
25477                 </mediaobject>
25478               </screenshot>
25479
25480               <itemizedlist>
25481                 <listitem>
25482                   <important>
25483                     <para>Both the 'Source' and the 'Text' fields must be
25484                     filled in in order to save the new quote.</para>
25485
25486                     <screenshot>
25487                       <screeninfo>Add quote</screeninfo>
25488
25489                       <mediaobject>
25490                         <imageobject>
25491                           <imagedata fileref="images/tools/qotd/addquote.png"/>
25492                         </imageobject>
25493                       </mediaobject>
25494                     </screenshot>
25495                   </important>
25496                 </listitem>
25497               </itemizedlist>
25498             </listitem>
25499
25500             <listitem>
25501               <para>When finished filling in both fields, press the
25502               &lt;Enter&gt; key on your keyboard to save the new quote.</para>
25503             </listitem>
25504
25505             <listitem>
25506               <para>The list will update and the new quote should now be
25507               visible in the list.</para>
25508             </listitem>
25509           </itemizedlist>
25510
25511           <note>
25512             <para>You may cancel the addition of a new quote any time prior to
25513             saving it simply by pressing the &lt;Esc&gt; key on your
25514             keyboard.</para>
25515           </note>
25516         </section>
25517
25518         <section id="editquote">
25519           <title>Edit/Delete a Quote</title>
25520
25521           <para>Once the current quote pool has been loaded into the editing
25522           table, you may edit the quote source and text.</para>
25523
25524           <itemizedlist>
25525             <listitem>
25526               <para>Edit either the 'Source' or 'Text' fields by clicking on
25527               the desired field.</para>
25528
25529               <screenshot>
25530                 <screeninfo>Edit quote</screeninfo>
25531
25532                 <mediaobject>
25533                   <imageobject>
25534                     <imagedata fileref="images/tools/qotd/editquote.png"/>
25535                   </imageobject>
25536                 </mediaobject>
25537               </screenshot>
25538             </listitem>
25539
25540             <listitem>
25541               <para>When you are finished editing a field, press the
25542               &lt;Enter&gt; key on your keyboard to save the changes.</para>
25543             </listitem>
25544           </itemizedlist>
25545
25546           <para>The list will be updated, the edits saved, and visible.</para>
25547
25548           <para>If you'd like you can also delete quote(s).</para>
25549
25550           <itemizedlist>
25551             <listitem>
25552               <para>Select the quote(s) you desire to delete by clicking on
25553               the corresponding quote id.</para>
25554             </listitem>
25555
25556             <listitem>
25557               <para>Once quote selection is finished, simply click the 'Delete
25558               quote(s)' button.</para>
25559             </listitem>
25560
25561             <listitem>
25562               <para>You will be prompted to confirm the deletion.</para>
25563             </listitem>
25564
25565             <listitem>
25566               <para>After confirming the deletion, the list will update and
25567               the quote(s) will no longer appear.</para>
25568             </listitem>
25569           </itemizedlist>
25570         </section>
25571
25572         <section id="importquote">
25573           <title>Import Quotes</title>
25574
25575           <para>If you'd like you can import a batch of quotes as a CSV file.
25576           Your file must contain two columns in the form: "source","text" with
25577           no header row.</para>
25578
25579           <note>
25580             <para>You will be prompted to confirm upload of files larger than
25581             512KB.</para>
25582           </note>
25583
25584           <itemizedlist>
25585             <listitem>
25586               <para>To start the import process click the 'Import quotes'
25587               button at the top of the screen</para>
25588
25589               <screenshot>
25590                 <screeninfo>Import quotes button</screeninfo>
25591
25592                 <mediaobject>
25593                   <imageobject>
25594                     <imagedata fileref="images/tools/qotd/quotebuttons.png"/>
25595                   </imageobject>
25596                 </mediaobject>
25597               </screenshot>
25598             </listitem>
25599
25600             <listitem>
25601               <para>Once on the import quotes screen you can browse your
25602               computer for the file you would like to import</para>
25603
25604               <screenshot>
25605                 <screeninfo>Import quotes</screeninfo>
25606
25607                 <mediaobject>
25608                   <imageobject>
25609                     <imagedata fileref="images/tools/qotd/importquotes.png"/>
25610                   </imageobject>
25611                 </mediaobject>
25612               </screenshot>
25613             </listitem>
25614
25615             <listitem>
25616               <para>After selecting the CSV file, click the 'Open' button and
25617               the file will be uploaded into a temporary editing table.</para>
25618
25619               <screenshot>
25620                 <screeninfo>Imported quotes</screeninfo>
25621
25622                 <mediaobject>
25623                   <imageobject>
25624                     <imagedata fileref="images/tools/qotd/importedsummary.png"/>
25625                   </imageobject>
25626                 </mediaobject>
25627               </screenshot>
25628             </listitem>
25629
25630             <listitem>
25631               <para>From the listing you can edit either the 'Source' or
25632               'Text' fields by clicking on the desired field. When you are
25633               finished editing a field, press the &lt;Enter&gt; key on your
25634               keyboard to save the changes.</para>
25635
25636               <screenshot>
25637                 <screeninfo>Edit imported quote</screeninfo>
25638
25639                 <mediaobject>
25640                   <imageobject>
25641                     <imagedata fileref="images/tools/qotd/editimported.png"/>
25642                   </imageobject>
25643                 </mediaobject>
25644               </screenshot>
25645             </listitem>
25646
25647             <listitem>
25648               <para>You can also delete quotes from this listing before
25649               completing the import.</para>
25650
25651               <itemizedlist>
25652                 <listitem>
25653                   <para>Select the quote(s) you desire to delete by clicking
25654                   on the corresponding quote id.</para>
25655
25656                   <screenshot>
25657                     <screeninfo>Selected for deletion</screeninfo>
25658
25659                     <mediaobject>
25660                       <imageobject>
25661                         <imagedata fileref="images/tools/qotd/selectfordelete.png"/>
25662                       </imageobject>
25663                     </mediaobject>
25664                   </screenshot>
25665                 </listitem>
25666
25667                 <listitem>
25668                   <para>Once quote selection is finished, simply click the
25669                   'Delete quote(s)' key.</para>
25670
25671                   <screenshot>
25672                     <screeninfo>Delete quote(s)</screeninfo>
25673
25674                     <mediaobject>
25675                       <imageobject>
25676                         <imagedata fileref="images/tools/qotd/importquotebuttons.png"/>
25677                       </imageobject>
25678                     </mediaobject>
25679                   </screenshot>
25680                 </listitem>
25681
25682                 <listitem>
25683                   <para>You will be prompted to confirm the deletion.</para>
25684
25685                   <screenshot>
25686                     <screeninfo>Confirm deletion</screeninfo>
25687
25688                     <mediaobject>
25689                       <imageobject>
25690                         <imagedata fileref="images/tools/qotd/confirmdelete.png"/>
25691                       </imageobject>
25692                     </mediaobject>
25693                   </screenshot>
25694                 </listitem>
25695
25696                 <listitem>
25697                   <para>After confirming the deletion, the list will update
25698                   and the quote(s) will no longer appear.</para>
25699                 </listitem>
25700               </itemizedlist>
25701             </listitem>
25702
25703             <listitem>
25704               <para>Once you are satisfied with the quotes, click the 'Save
25705               quotes' button in the toolbar at the top and the quotes will be
25706               saved.</para>
25707
25708               <screenshot>
25709                 <screeninfo>Save quotes button</screeninfo>
25710
25711                 <mediaobject>
25712                   <imageobject>
25713                     <imagedata fileref="images/tools/qotd/importquotebuttons.png"/>
25714                   </imageobject>
25715                 </mediaobject>
25716               </screenshot>
25717             </listitem>
25718           </itemizedlist>
25719         </section>
25720       </section>
25721     </section>
25722   </chapter>
25723
25724   <chapter id="patrons">
25725     <title>Patrons</title>
25726
25727     <para>Before importing and/or adding patrons be sure to set up your <link linkend="patcats">patron categories</link>.</para>
25728
25729     <section id="addnewpatron">
25730       <title>Add a new patron</title>
25731
25732       <para>Patrons are added by going to the 'Patrons' module.<itemizedlist>
25733           <listitem>
25734             <para><emphasis>Get there:</emphasis> Patrons</para>
25735           </listitem>
25736         </itemizedlist></para>
25737       <para>Once there you can add a new patron.</para>
25738
25739       <itemizedlist>
25740         <listitem>
25741           <para>Click 'New patron'</para>
25742
25743           <screenshot>
25744             <screeninfo>Choose patron type</screeninfo>
25745
25746             <mediaobject>
25747               <imageobject>
25748                 <imagedata fileref="images/patrons/newpatron.png"/>
25749               </imageobject>
25750             </mediaobject>
25751           </screenshot>
25752         </listitem>
25753
25754         <listitem>
25755           <para>The fields that appear on the patron add form can be
25756           controlled by editing the <link linkend="BorrowerUnwantedField">BorrowerUnwantedField</link> system
25757           preference.</para>
25758         </listitem>
25759
25760         <listitem>
25761           <para>First enter the identifying information regarding your
25762           patron</para>
25763
25764           <screenshot>
25765             <screeninfo>Add Patron Form</screeninfo>
25766
25767             <mediaobject>
25768               <imageobject>
25769                 <imagedata fileref="images/patrons/addpatronform.png"/>
25770               </imageobject>
25771             </mediaobject>
25772           </screenshot>
25773
25774           <itemizedlist>
25775             <listitem>
25776               <para>Required fields are defined in the <link linkend="BorrowerMandatoryField">BorrowerMandatoryField</link>
25777               system preference</para>
25778             </listitem>
25779
25780             <listitem>
25781               <para>Salutation is populated by the <link linkend="BorrowersTitles">BorrowersTitles</link> system
25782               preference</para>
25783             </listitem>
25784             <listitem>
25785               <note>
25786                 <para>If you'd like to prevent full names from printing on <link linkend="notices"
25787                     >slips</link> and you're not using the Initials or Other name fields for
25788                   anything else, you can use them for shortened versions of the name to then be
25789                   printed on the slip.  </para>
25790                 <para>For example:
25791                   <programlisting>Firstname: Nicole C.
25792 Surname: Engard
25793 Initials: NCE</programlisting></para>
25794                 <para>Then on the slip you can have it print the &lt;&lt;borrowers.initials>>
25795                   instead of the full name (NCE).</para>
25796                 <para>Or you could do something like
25797                   this:<programlisting>Firstname: Nicole
25798 Surname: Engard
25799 Initials: E</programlisting></para>
25800                 <para>Then on the slip you can have it print the &lt;&lt;borrowers.initials>>,
25801                   &lt;&lt;borrowers.firstname>> instead of the full name (E, Nicole).</para>
25802               </note>
25803             </listitem>
25804           </itemizedlist>
25805         </listitem>
25806
25807         <listitem>
25808           <para>Next enter the contact information</para>
25809
25810           <screenshot>
25811             <screeninfo>Patron Contact Information</screeninfo>
25812
25813             <mediaobject>
25814               <imageobject>
25815                 <imagedata fileref="images/patrons/addcontact.png"/>
25816               </imageobject>
25817             </mediaobject>
25818           </screenshot>
25819
25820           <itemizedlist>
25821             <listitem>
25822               <para>For contact information, note that the primary phone and
25823               email addresses are the ones that appear on notices and slips
25824               printed during circulation (receipts, transfer slips and hold
25825               slips). The primary email is also the one that overdue notices
25826               and other messages go to.</para>
25827             </listitem>
25828           </itemizedlist>
25829         </listitem>
25830
25831         <listitem>
25832           <para>If this patron is a child, you will be asked to attach the
25833           child patron to an adult patron</para>
25834
25835           <screenshot>
25836             <screeninfo>Guarantor Linking</screeninfo>
25837
25838             <mediaobject>
25839               <imageobject>
25840                 <imagedata fileref="images/patrons/addGuarantor.png"/>
25841               </imageobject>
25842             </mediaobject>
25843           </screenshot>
25844
25845           <itemizedlist>
25846             <listitem>
25847               <para>Click 'Set to Patron' to search your system for an
25848               existing patron</para>
25849             </listitem>
25850
25851             <listitem>
25852               <para>If the Guarantor is not in the system, you can enter the
25853               first and last name in the fields available</para>
25854             </listitem>
25855
25856             <listitem>
25857               <para>The relationships are set using the <link linkend="borrowerRelationship">borrowerRelationship</link>
25858               system preference</para>
25859             </listitem>
25860           </itemizedlist>
25861         </listitem>
25862
25863         <listitem>
25864           <para>If this patron is a professional, you will be asked to attach
25865           the patron to an organizational patron</para>
25866
25867           <screenshot>
25868             <screeninfo>Organization Linking</screeninfo>
25869
25870             <mediaobject>
25871               <imageobject>
25872                 <imagedata fileref="images/patrons/addOrg.png"/>
25873               </imageobject>
25874             </mediaobject>
25875           </screenshot>
25876
25877           <itemizedlist>
25878             <listitem>
25879               <para>Click 'Set to Patron to search your system for an existing
25880               patron</para>
25881             </listitem>
25882           </itemizedlist>
25883         </listitem>
25884
25885         <listitem>
25886           <para>Each patron can have an alternate contact</para>
25887
25888           <screenshot>
25889             <screeninfo>Alternate Contact</screeninfo>
25890
25891             <mediaobject>
25892               <imageobject>
25893                 <imagedata fileref="images/patrons/addaltcontact.png"/>
25894               </imageobject>
25895             </mediaobject>
25896           </screenshot>
25897
25898           <itemizedlist>
25899             <listitem>
25900               <para>An alternate contact could be a parent or guardian. It can
25901               also be used in academic settings to store the patron's home
25902               address.</para>
25903             </listitem>
25904           </itemizedlist>
25905         </listitem>
25906
25907         <listitem>
25908           <para>The library management section includes values that are used
25909           within the library</para>
25910
25911           <screenshot>
25912             <screeninfo>Library Management</screeninfo>
25913
25914             <mediaobject>
25915               <imageobject>
25916                 <imagedata fileref="images/patrons/addlibmanagement.png"/>
25917               </imageobject>
25918             </mediaobject>
25919           </screenshot>
25920
25921           <itemizedlist>
25922             <listitem>
25923               <para>The card number field is automatically calculated if you
25924               have the <link linkend="autoMemberNum">autoMemberNum</link>
25925               system preference set that way</para>
25926
25927               <itemizedlist>
25928                 <listitem>
25929                   <note>
25930                     <para>For a newly installed system this preference will
25931                     start at 1 and increment by 1 each time after. To have it
25932                     start with the starting number of your barcodes, enter the
25933                     first barcode by hand in the patron record and save the
25934                     patron. After that the field will increment that number by
25935                     1.</para>
25936                   </note>
25937                 </listitem>
25938               </itemizedlist>
25939             </listitem>
25940
25941             <listitem>
25942               <para>If you accidentally chose the wrong patron category at the
25943               beginning you can fix that here</para>
25944             </listitem>
25945
25946             <listitem>
25947               <para>Sort 1 and 2 are used for statistical purposes within your
25948               library</para>
25949             </listitem>
25950           </itemizedlist>
25951         </listitem>
25952
25953         <listitem>
25954           <para>Next, the Library Setup section includes additional library
25955           settings</para>
25956
25957           <screenshot>
25958             <screeninfo>Library set-up options</screeninfo>
25959
25960             <mediaobject>
25961               <imageobject>
25962                 <imagedata fileref="images/patrons/addlibsetup.png"/>
25963               </imageobject>
25964             </mediaobject>
25965           </screenshot>
25966
25967           <itemizedlist>
25968             <listitem>
25969               <para>The registration date will automatically be filled in with
25970               today's date</para>
25971             </listitem>
25972
25973             <listitem>
25974               <para>If your patron cards expire (based on your <link linkend="patcats">patron category settings</link>) the Expiry
25975               date will automatically be calculated</para>
25976             </listitem>
25977
25978             <listitem>
25979               <para>The OPAC Note is a note for the patron - it will appear in
25980               the OPAC on the patron's record</para>
25981             </listitem>
25982
25983             <listitem>
25984               <para>The Circulation Note is meant solely for your library
25985               staff and will appear when the circulation staff goes to check
25986               an item out to the patron</para>
25987
25988               <screenshot>
25989                 <screeninfo>Sample Circulation Note</screeninfo>
25990
25991                 <mediaobject>
25992                   <imageobject>
25993                     <imagedata fileref="images/patrons/circnote.png"/>
25994                   </imageobject>
25995                 </mediaobject>
25996               </screenshot>
25997             </listitem>
25998
25999             <listitem>
26000               <para>The Staff/OPAC asks for the username and password to be
26001               used by the patron (and/or staff member) to log into their
26002               account in the OPAC and for staff to log in to the staff
26003               client.</para>
26004
26005               <itemizedlist>
26006                 <listitem>
26007                   <para>Staff will only be able to use this log in info to log
26008                   in to the staff client if they have the <link linkend="patronpermissions">necessary
26009                   permissions</link>.</para>
26010                 </listitem>
26011               </itemizedlist>
26012             </listitem>
26013           </itemizedlist>
26014         </listitem>
26015
26016         <listitem>
26017           <para>If you have set <link linkend="patronattributetypes">additional patron attributes</link>
26018           up, these will appear next</para>
26019
26020           <screenshot>
26021             <screeninfo>Additional Patron Attributes</screeninfo>
26022
26023             <mediaobject>
26024               <imageobject>
26025                 <imagedata fileref="images/patrons/addattributes.png"/>
26026               </imageobject>
26027             </mediaobject>
26028           </screenshot>
26029         </listitem>
26030
26031         <listitem>
26032           <para id="setpatronmessaging">Finally, if you have <link linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link>
26033           set to 'allow,' you can choose the messaging preferences for this
26034           patron.</para>
26035
26036           <screenshot>
26037             <screeninfo>Patron Messaging Settings</screeninfo>
26038
26039             <mediaobject>
26040               <imageobject>
26041                 <imagedata fileref="images/patrons/addpatronmsg.png"/>
26042               </imageobject>
26043             </mediaobject>
26044           </screenshot>
26045
26046           <itemizedlist>
26047             <listitem>
26048               <para>These notices are:</para>
26049               <itemizedlist>
26050                 <listitem>
26051                   <para>Advanced notice : A notice in advance of the patron's items being due (The
26052                     patron can choose the number of days in advance)</para>
26053                 </listitem>
26054                 <listitem>
26055                   <para>Item checkout : A notice that lists all the of the items the patron has just
26056                     checked out and/or renewed, this is an electronic form of the checkout
26057                     receipt</para>
26058                 </listitem>
26059                 <listitem>
26060                   <para>Hold filled : A notice when you have confirmed the hold is waiting for the
26061                     patron</para>
26062                 </listitem>
26063                 <listitem>
26064                   <para>Item due : A notice on the day and item is due back at the library</para>
26065                 </listitem>
26066                 <listitem>
26067                   <para>Item check-in : A notice that lists all the of the items the patron has just
26068                     checked in</para>
26069                 </listitem>
26070               </itemizedlist>
26071             </listitem>
26072             <listitem>
26073               <para>Patrons can choose to receive their notices as a digest by checking the 'Digest
26074                 only?' box along with the delivery method. A digest is a combination of all the
26075                 messages of that type (so all items due in 3 days in one email) in to one email
26076                 instead of multiple emails for each alert.</para>
26077             </listitem>
26078             <listitem>
26079               <important>
26080                 <para>These preferences will override any you set via the
26081                 <link linkend="addingpatroncat">patron
26082                 categories</link></para>
26083               </important>
26084             </listitem>
26085
26086             <listitem>
26087               <important>
26088                 <para>These preference can be altered by the patron via the
26089                 OPAC</para>
26090               </important>
26091             </listitem>
26092           </itemizedlist>
26093         </listitem>
26094
26095         <listitem>
26096           <para>Once finished, click 'Save'</para>
26097         </listitem>
26098       </itemizedlist>
26099
26100       <para>If the system suspects this patron is a duplicate of another it
26101       will warn you.</para>
26102
26103       <screenshot>
26104         <screeninfo>Patron Duplicate Suspected</screeninfo>
26105
26106         <mediaobject>
26107           <imageobject>
26108             <imagedata fileref="images/patrons/duplicatewarn.png"/>
26109           </imageobject>
26110         </mediaobject>
26111       </screenshot>
26112       <note>
26113         <para>A duplicate patron is detected if first and last names match and there is no date of
26114           birth populated or if first name, last name and date of birth fields are all populated. If
26115           two patrons have matching names, but one has a date of birth and the other does not they
26116           will not match as duplicates.</para>
26117       </note>
26118
26119       <para>If you have set a minimum or upper age limit on the patron
26120       category and are requiring that the birth date be filled in, Koha will
26121       warn you if the patron you're adding is too old or young for the patron
26122       category you have selected:</para>
26123
26124       <screenshot>
26125         <screeninfo>Patron age warning</screeninfo>
26126
26127         <mediaobject>
26128           <imageobject>
26129             <imagedata fileref="images/patrons/patronagelimit.png"/>
26130           </imageobject>
26131         </mediaobject>
26132       </screenshot>
26133     </section>
26134
26135     <section id="addstaffpatron">
26136       <title>Add a Staff Patron</title>
26137
26138       <para>All staff members must be entered into Koha as patrons of the
26139       'Staff' type. Follow the steps in <link linkend="addnewpatron">Add a
26140       Patron</link> to add a staff member. To give the staff member
26141       permissions to access the staff client, follow the steps in <link linkend="patronpermissions">Patron Permissions</link></para>
26142
26143       <important>
26144         <para>Remember to assign your staff secure usernames and passwords
26145         since these will be used to log into the staff client.</para>
26146       </important>
26147     </section>
26148
26149     <section id="addstatspatron">
26150       <title>Add a Statistical Patron</title>
26151
26152       <para>One way to track use of in house items is to "check out" the materials to a statistical
26153         patron. The "check out" process doesn’t check the book out, but instead tracks an in house
26154         use of the item. To use this method for tracking in house use you first will need a <link
26155           linkend="patcats">patron category</link> set up for your Statistical patron.</para>
26156
26157       <screenshot>
26158         <screeninfo>In House Patron Category</screeninfo>
26159
26160         <mediaobject>
26161           <imageobject>
26162             <imagedata fileref="images/patrons/statspatcat.png"/>
26163           </imageobject>
26164         </mediaobject>
26165       </screenshot>
26166
26167       <para>Next, you will need to create a new patron of the statistical
26168       type</para>
26169
26170       <screenshot>
26171         <screeninfo>New In House Patron</screeninfo>
26172
26173         <mediaobject>
26174           <imageobject>
26175             <imagedata fileref="images/patrons/newinhouse.png"/>
26176           </imageobject>
26177         </mediaobject>
26178       </screenshot>
26179
26180       <para>Next, follow the steps put forth in the '<link linkend="addnewpatron">Add a new Patron</link>' section of this manual.
26181       Since this patron is not a real person, simply fill in the required
26182       fields, the correct library and nothing else.</para>
26183
26184       <para>To learn about other methods of tracking in house use visit the
26185       <link linkend="trackinhouse">Tracking inhouse use</link> section of this
26186       manual.</para>
26187     </section>
26188
26189     <section id="duplicatepatron">
26190       <title>Duplicate a Patron</title>
26191
26192       <para>Sometimes when you're adding a new family to your system you don't
26193       want to type the contact information over and over. Koha allows for you
26194       to duplicate a patron and change only the parts you want to (or need to)
26195       change.</para>
26196
26197       <itemizedlist>
26198         <listitem>
26199           <para>Open the patron you want to use as your base (the patron you
26200           want to duplicate information from)</para>
26201         </listitem>
26202
26203         <listitem>
26204           <para>Click the 'Duplicate' button at the top of their record</para>
26205
26206           <screenshot>
26207             <screeninfo>The Duplicate Button is the 3rd one in</screeninfo>
26208
26209             <mediaobject>
26210               <imageobject>
26211                 <imagedata fileref="images/patrons/patronedit.png"/>
26212               </imageobject>
26213             </mediaobject>
26214           </screenshot>
26215         </listitem>
26216
26217         <listitem>
26218           <para>All of the fields with the exception of first name, card
26219           number, username and password have been duplicated. Fill in the
26220           missing pieces and click 'Save'</para>
26221
26222           <screenshot>
26223             <screeninfo>Duplicating Patron Form</screeninfo>
26224
26225             <mediaobject>
26226               <imageobject>
26227                 <imagedata fileref="images/patrons/duplicatedpatron.png"/>
26228               </imageobject>
26229             </mediaobject>
26230           </screenshot>
26231
26232           <itemizedlist>
26233             <listitem>
26234               <note>
26235                 <para>Clicking in a field that is already populated with data
26236                 will clear that field of all information (making it easier for
26237                 you to type in something different)</para>
26238               </note>
26239             </listitem>
26240           </itemizedlist>
26241         </listitem>
26242
26243         <listitem>
26244           <para>You will be brought to your new patron</para>
26245
26246           <screenshot>
26247             <screeninfo>Newly created patron</screeninfo>
26248
26249             <mediaobject>
26250               <imageobject>
26251                 <imagedata fileref="images/patrons/duplicatedpatronfinal.png"/>
26252               </imageobject>
26253             </mediaobject>
26254           </screenshot>
26255         </listitem>
26256       </itemizedlist>
26257     </section>
26258     <section id="addpatronimages">
26259       <title>Add Patron Images</title>
26260       <para>If you would like you can add patron images to help identify patrons.  To enable this
26261         feature you must first set the <link linkend="patronimages">patronimages</link> preference
26262         to 'Allow'.</para>
26263       <para>If the preference is set to 'Allow' you will see a placeholder image under the patron's
26264         name and box to upload a patron image below the basic contact information.</para>
26265       <screenshot>
26266           <screeninfo>Add patron image</screeninfo>
26267           <mediaobject>
26268             <imageobject>
26269               <imagedata fileref="images/patrons/addpatronimage.png"/>
26270             </imageobject>
26271           </mediaobject>
26272         </screenshot>
26273       <para>In the 'Upload Patron Image' box click 'Browse' to find the image on your computer and
26274         'Upload' to load the image on to the patron record.</para>
26275       <screenshot>
26276           <screeninfo>Patron image</screeninfo>
26277           <mediaobject>
26278             <imageobject>
26279               <imagedata fileref="images/patrons/patronimage.png"/>
26280             </imageobject>
26281           </mediaobject>
26282         </screenshot>
26283       <para>
26284         <important>
26285           <para>There is a limit of 100K on the size of the picture uploaded and it is recommended
26286             that the image be 200x300 pixels, but smaller images will work as well.</para>
26287         </important>
26288       </para>
26289     </section>
26290
26291     <section id="editpatrons">
26292       <title>Editing Patrons</title>
26293
26294       <para>Patrons in Koha can be edited using one of many edit
26295       buttons.</para>
26296
26297       <itemizedlist>
26298         <listitem>
26299           <para>To edit the entire patron record simply click the 'Edit'
26300           button at the top of the patron record.</para>
26301
26302           <screenshot>
26303             <screeninfo>Main Patron Edit Menu</screeninfo>
26304
26305             <mediaobject>
26306               <imageobject>
26307                 <imagedata fileref="images/patrons/patronedit.png"/>
26308               </imageobject>
26309             </mediaobject>
26310           </screenshot>
26311         </listitem>
26312
26313         <listitem>
26314           <para>Patron passwords are not recoverable. The stars show on the
26315           patron detail next to the Password label are always there even if a
26316           password isn't set. If a patron forgets their password the only
26317           option is to reset their password. To change the patron's password,
26318           click the 'Change Password' button</para>
26319
26320           <screenshot>
26321             <screeninfo>Patron Password Change Form</screeninfo>
26322
26323             <mediaobject>
26324               <imageobject>
26325                 <imagedata fileref="images/patrons/patronpassword.png"/>
26326               </imageobject>
26327             </mediaobject>
26328           </screenshot>
26329
26330           <itemizedlist>
26331             <listitem>
26332               <para>Koha cannot display existing passwords. Leave the field
26333               blank to leave password unchanged.</para>
26334             </listitem>
26335
26336             <listitem>
26337               <para>This form can automatically generate a random password if
26338               you click the link labeled "Click to fill with a randomly
26339               generated suggestion. Passwords will be displayed as
26340               text."</para>
26341             </listitem>
26342           </itemizedlist>
26343         </listitem>
26344
26345         <listitem>
26346           <para>To edit a specific section of the patron record (for example
26347           the Library Use section) click the 'Edit' link below the
26348           section</para>
26349
26350           <screenshot>
26351             <screeninfo>Library Use Section of Patron Record</screeninfo>
26352
26353             <mediaobject>
26354               <imageobject>
26355                 <imagedata fileref="images/patrons/patroneditsection.png"/>
26356               </imageobject>
26357             </mediaobject>
26358           </screenshot>
26359         </listitem>
26360
26361         <listitem>
26362           <para>A patron image can be added by browsing for the image on your
26363           machine from the 'Manage Patron Image' section</para>
26364
26365           <screenshot>
26366             <screeninfo>Manage Patron Image Form</screeninfo>
26367
26368             <mediaobject>
26369               <imageobject>
26370                 <imagedata fileref="images/patrons/patronaddimage.png"/>
26371               </imageobject>
26372             </mediaobject>
26373           </screenshot>
26374
26375           <itemizedlist>
26376             <listitem>
26377               <para>This form will not appear if you have the <link linkend="patronimages">patronimages</link> system preference to
26378               not allow patron images</para>
26379             </listitem>
26380
26381             <listitem>
26382               <para>To add patron images in bulk, use the <link linkend="uploadpatronimages">Upload Patron Images</link>
26383               Tool</para>
26384             </listitem>
26385           </itemizedlist>
26386         </listitem>
26387
26388         <listitem>
26389           <para id="patronflags">Patrons can also be blocked from checking
26390           items out by setting Patron Flags</para>
26391
26392           <screenshot>
26393             <screeninfo>Patron Warning Flags</screeninfo>
26394
26395             <mediaobject>
26396               <imageobject>
26397                 <imagedata fileref="images/patrons/patronflags.png"/>
26398               </imageobject>
26399             </mediaobject>
26400           </screenshot>
26401
26402           <itemizedlist>
26403             <listitem>
26404               <para>If you would like your circulation staff to confirm a
26405               patron's address before checking items out to the patron, you
26406               can see the 'Gone no Address' flag</para>
26407
26408               <screenshot>
26409                 <screeninfo>Patron's address in doubt</screeninfo>
26410
26411                 <mediaobject>
26412                   <imageobject>
26413                     <imagedata fileref="images/patrons/patronaddress.png"/>
26414                   </imageobject>
26415                 </mediaobject>
26416               </screenshot>
26417             </listitem>
26418             <listitem>
26419               <para>If the patron reports that they have lost their card you can set the 'Lost Card'
26420                 flag to prevent someone else from using that card to check items out</para>
26421               <screenshot>
26422                 <screeninfo>Patron lost card</screeninfo>
26423                 <mediaobject>
26424                   <imageobject>
26425                     <imagedata fileref="images/patrons/patroncardlost.png"/>
26426                   </imageobject>
26427                 </mediaobject>
26428               </screenshot>
26429             </listitem>
26430
26431             <listitem>
26432               <para>If you would like to bar a patron from the library you can add a manual
26433                 restriction</para>
26434               <screenshot>
26435                 <screeninfo>Add manual restriction</screeninfo>
26436                 <mediaobject>
26437                   <imageobject>
26438                     <imagedata fileref="images/patrons/addpatronrestriction.png"/>
26439                   </imageobject>
26440                 </mediaobject>
26441               </screenshot>
26442
26443               <itemizedlist>
26444                 <listitem>
26445                   <note><para>This flag can automatically be set with the <link linkend="noticetriggers">Overdue/Notice Status
26446                   Triggers</link></para></note>
26447                 </listitem>
26448               </itemizedlist>
26449             </listitem>
26450
26451             <listitem>
26452               <para>If you enter in a date and/or note related to the
26453               restriction you will see that in the restricted message as
26454               well</para>
26455
26456               <screenshot>
26457                 <screeninfo>Restricted until message</screeninfo>
26458
26459                 <mediaobject>
26460                   <imageobject>
26461                     <imagedata fileref="images/patrons/restricteduntil.png"/>
26462                   </imageobject>
26463                 </mediaobject>
26464               </screenshot>
26465             </listitem>
26466           </itemizedlist>
26467         </listitem>
26468
26469         <listitem>
26470           <para>Children patrons do not become adults automatically in Koha unless you have <link linkend="j2acron">Juvenile to Adult cron job</link> running. To upgrade a child patron
26471             to and adult patron category manually go to the 'More' menu and choose 'Update Child to
26472             Adult Patron'</para>
26473
26474           <screenshot>
26475             <screeninfo>Update Child to Adult Patron</screeninfo>
26476
26477             <mediaobject>
26478               <imageobject>
26479                 <imagedata fileref="images/patrons/updatetoadult.png"/>
26480               </imageobject>
26481             </mediaobject>
26482           </screenshot>
26483
26484           <itemizedlist>
26485             <listitem>
26486               <para>You will then be presented with a pop up window asking
26487               which one of your adult patron categories this Child should be
26488               updated to</para>
26489
26490               <screenshot>
26491                 <screeninfo>Choose Adult Category to Update To</screeninfo>
26492
26493                 <mediaobject>
26494                   <imageobject>
26495                     <imagedata fileref="images/patrons/choosadulttype.png"/>
26496                   </imageobject>
26497                 </mediaobject>
26498               </screenshot>
26499             </listitem>
26500           </itemizedlist>
26501         </listitem>
26502       </itemizedlist>
26503     </section>
26504     <section id="mangepatronedits">
26505       <title>Managing Patron Self Edits</title>
26506       <para>If you are allowing patrons to edit their accounts via the OPAC with the <link linkend="OPACPatronDetails">OPACPatronDetails</link> preference then you will need to
26507         approve all changes via the staff client before they're applied. If there are patron edits
26508         awaiting action they will appear on the staff client dashboard below the modules list (along
26509         with other items awaiting action).</para>
26510       <screenshot>
26511           <screeninfo>Patron requests waiting</screeninfo>
26512           <mediaobject>
26513             <imageobject>
26514               <imagedata fileref="images/patrons/pendingpatronrequest.png"/>
26515             </imageobject>
26516           </mediaobject>
26517         </screenshot>
26518       <para><note>
26519           <para>Superlibrarians will see modifications for any branch, other staff will only see
26520             modifications for patrons who belong to their logged in branch.</para>
26521         </note>When you click the 'Patrons requesting modifications' link you will be brought to a
26522         list of patrons with requested changes.</para>
26523       <screenshot>
26524           <screeninfo>Manage patron updates</screeninfo>
26525           <mediaobject>
26526             <imageobject>
26527               <imagedata fileref="images/patrons/managepatronupdates.png"/>
26528             </imageobject>
26529           </mediaobject>
26530         </screenshot>
26531       <para>From here you can 'Approve' and apply the changes to the patron record, 'Delete' and
26532         remove the changes or 'Ignore' and keep the changes pending to review later.</para>
26533       <para>If you would like to see the entire patron record you can click the 'Patron details'
26534         links to the right of the buttons. This will open in a new tab.</para>
26535     </section>
26536
26537     <section id="patronpermissions">
26538       <title>Patron Permissions</title>
26539
26540       <para>Patron Permissions are used to allow staff members access to the
26541       staff client.</para>
26542
26543       <important>
26544         <para>In order for a staff member to log into the staff interface they
26545         must have (at the very least) 'catalogue' permissions which allow them
26546         to view the staff interface.</para>
26547       </important>
26548
26549       <section id="setpatronperms">
26550         <title>Setting Patron Permissions</title>
26551
26552         <para>To set patron permissions, you must first <link linkend="addstaffpatron">have a patron of the 'Staff' type</link>
26553         open</para>
26554
26555         <itemizedlist>
26556           <listitem>
26557             <para>On the patron record click More and choose Set Permissions
26558             to alter patron permissions</para>
26559
26560             <screenshot>
26561               <screeninfo>Set Patron Permissions</screeninfo>
26562
26563               <mediaobject>
26564                 <imageobject>
26565                   <imagedata fileref="images/patrons/editpatronpermissions.png"/>
26566                 </imageobject>
26567               </mediaobject>
26568             </screenshot>
26569           </listitem>
26570
26571           <listitem>
26572             <para>You will be presented with a list of preferences, some of
26573             which can be expanded by clicking the plus sign to the left of the
26574             section title.</para>
26575
26576             <screenshot>
26577               <screeninfo>Patron Permissions</screeninfo>
26578
26579               <mediaobject>
26580                 <imageobject>
26581                   <imagedata fileref="images/patrons/GranularPermissions.png"/>
26582                 </imageobject>
26583               </mediaobject>
26584             </screenshot>
26585           </listitem>
26586         </itemizedlist>
26587       </section>
26588
26589       <section id="patronpermsdefined">
26590         <title>Patron Permissions Defined</title>
26591
26592         <para/>
26593
26594         <itemizedlist>
26595           <listitem>
26596             <para>superlibrarian</para>
26597
26598             <itemizedlist>
26599               <listitem>
26600                 <para>Access to all librarian functions</para>
26601
26602                 <itemizedlist>
26603                   <listitem>
26604                     <note>
26605                       <para>With this selected there is no need to choose any
26606                       other permissions</para>
26607                     </note>
26608                   </listitem>
26609                 </itemizedlist>
26610               </listitem>
26611             </itemizedlist>
26612           </listitem>
26613
26614           <listitem>
26615             <para>circulate</para>
26616
26617             <itemizedlist>
26618               <listitem>
26619                 <para>Check out and check in items</para>
26620               </listitem>
26621
26622               <listitem>
26623                 <para>This section can be expanded (<link linkend="circpermissions">Learn more</link>)</para>
26624               </listitem>
26625             </itemizedlist>
26626           </listitem>
26627
26628           <listitem>
26629             <para>catalogue</para>
26630
26631             <itemizedlist>
26632               <listitem>
26633                 <para><emphasis role="bold">Required for staff login.</emphasis> Staff access,
26634                   allows viewing the catalogue in staff client<itemizedlist>
26635                     <listitem>
26636                       <important>
26637                         <para>Must be given to all staff members to allow them to login to the staff
26638                           client</para>
26639                       </important>
26640                     </listitem>
26641                   </itemizedlist></para>
26642               </listitem>
26643             </itemizedlist>
26644           </listitem>
26645
26646           <listitem>
26647             <para>parameters</para>
26648
26649             <itemizedlist>
26650               <listitem>
26651                 <para>Manage Koha system systems (Administration panel)</para>
26652               </listitem>
26653
26654               <listitem>
26655                 <para>This section can be expanded (<link linkend="parameterpermissions">Learn
26656                     more</link>)</para>
26657               </listitem>
26658             </itemizedlist>
26659           </listitem>
26660
26661           <listitem>
26662             <para>borrowers</para>
26663
26664             <itemizedlist>
26665               <listitem>
26666                 <para>Add or modify patrons</para>
26667               </listitem>
26668             </itemizedlist>
26669           </listitem>
26670
26671           <listitem>
26672             <para>permissions</para>
26673
26674             <itemizedlist>
26675               <listitem>
26676                 <para>Set user permissions</para>
26677               </listitem>
26678             </itemizedlist>
26679           </listitem>
26680
26681           <listitem>
26682             <para>reserveforothers</para>
26683
26684             <itemizedlist>
26685               <listitem>
26686                 <para>Place and modify holds for patrons</para>
26687               </listitem>
26688
26689               <listitem>
26690                 <para>This section can be expanded (<link linkend="reservepermissions">Learn more</link>)</para>
26691               </listitem>
26692             </itemizedlist>
26693           </listitem>
26694
26695           <listitem>
26696             <para>editcatalogue</para>
26697
26698             <itemizedlist>
26699               <listitem>
26700                 <para>Edit Catalog (Modify bibliographic/holdings data)</para>
26701               </listitem>
26702
26703               <listitem>
26704                 <para>This section can be expanded (<link linkend="catpermissions">Learn more</link>)</para>
26705               </listitem>
26706             </itemizedlist>
26707           </listitem>
26708
26709           <listitem>
26710             <para>updatecharges</para>
26711
26712             <itemizedlist>
26713               <listitem>
26714                 <para>Manage patrons fines and fees</para>
26715               </listitem>
26716               <listitem>
26717                 <para>This section can be expanded (<link linkend="updatechargespermissions">Learn
26718                     more</link>)</para>
26719               </listitem>
26720             </itemizedlist>
26721           </listitem>
26722
26723           <listitem>
26724             <para>acquisition</para>
26725
26726             <itemizedlist>
26727               <listitem>
26728                 <para>Acquisition and/or suggestion management</para>
26729               </listitem>
26730
26731               <listitem>
26732                 <para>This section can be expanded (<link linkend="acqpermissions">Learn more</link>)</para>
26733               </listitem>
26734             </itemizedlist>
26735           </listitem>
26736
26737           <listitem>
26738             <para>management</para>
26739
26740             <itemizedlist>
26741               <listitem>
26742                 <para>Set library management params (deprecated)<itemizedlist>
26743                     <listitem>
26744                       <important>
26745                         <para>This permission level no longer controls anything.</para>
26746                       </important>
26747                     </listitem>
26748                   </itemizedlist></para>
26749               </listitem>
26750             </itemizedlist>
26751           </listitem>
26752
26753           <listitem>
26754             <para>tools</para>
26755
26756             <itemizedlist>
26757               <listitem>
26758                 <para>Use all tools</para>
26759               </listitem>
26760
26761               <listitem>
26762                 <para>This section can be expanded (<link linkend="toolspermissions">Learn more</link>)</para>
26763               </listitem>
26764             </itemizedlist>
26765           </listitem>
26766
26767           <listitem>
26768             <para>editauthorities</para>
26769
26770             <itemizedlist>
26771               <listitem>
26772                 <para>Edit Authorities</para>
26773               </listitem>
26774             </itemizedlist>
26775           </listitem>
26776
26777           <listitem>
26778             <para>serials</para>
26779
26780             <itemizedlist>
26781               <listitem>
26782                 <para>Manage serial subscriptions</para>
26783               </listitem>
26784
26785               <listitem>
26786                 <para>This section can be expanded (<link linkend="serpermissions">Learn more</link>)</para>
26787               </listitem>
26788             </itemizedlist>
26789           </listitem>
26790
26791           <listitem>
26792             <para>reports</para>
26793
26794             <itemizedlist>
26795               <listitem>
26796                 <para>Allow access to the reports module</para>
26797               </listitem>
26798
26799               <listitem>
26800                 <para>Reports found on the Circulation page are not controlled
26801                 by this permission</para>
26802               </listitem>
26803
26804               <listitem>
26805                 <para>This section can be expanded (<link linkend="reportpermissions">Learn more</link>)</para>
26806               </listitem>
26807             </itemizedlist>
26808           </listitem>
26809
26810           <listitem>
26811             <para>staffaccess</para>
26812
26813             <itemizedlist>
26814               <listitem>
26815                 <para>Allow staff members to modify permissions for other staff members</para>
26816               </listitem>
26817
26818               <listitem>
26819                 <important>
26820                   <para>Requires the borrowers permission above</para>
26821                 </important>
26822               </listitem>
26823             </itemizedlist>
26824           </listitem>
26825           <listitem>
26826             <para>plugins<itemizedlist>
26827                 <listitem>
26828                   <para>Koha plugins</para>
26829                 </listitem>
26830                 <listitem>
26831                   <para>This section can be expanded (<link linkend="pluginpermissions">Learn
26832                       more</link>)</para>
26833                 </listitem>
26834               </itemizedlist></para>
26835           </listitem>
26836           <listitem>
26837             <para>lists<itemizedlist>
26838                 <listitem>
26839                   <para>Koha Lists</para>
26840                 </listitem>
26841                 <listitem>
26842                   <para>
26843                     <important>
26844                       <para>All staff have permission to create and modify their own lists, this
26845                         permission is only necessary if you'd like to give a staff member permission
26846                         to delete public lists that they have not created.</para>
26847                     </important>
26848                   </para>
26849                 </listitem>
26850                 <listitem>
26851                   <para>This section can be expanded (<link linkend="listspermissions">Learn
26852                       more</link>)</para>
26853                 </listitem>
26854               </itemizedlist></para>
26855           </listitem>
26856         </itemizedlist>
26857
26858         <section id="circpermissions">
26859           <title>Granular Circulate Permissions</title>
26860
26861           <para>If the staff member has 'circulate' permissions they have the
26862           ability to perform all of these actions. If you would like to
26863           control circulation permissions on a more granular level choose from
26864           these options:</para>
26865
26866           <itemizedlist>
26867             <listitem>
26868               <para>circulate_remaining_permissions</para>
26869
26870               <itemizedlist>
26871                 <listitem>
26872                   <para>Remaining circulation permissions</para>
26873                 </listitem>
26874                 <listitem>
26875                   <para>All circulation rights except those covered by permissions listed
26876                     below</para>
26877                 </listitem>
26878               </itemizedlist>
26879             </listitem>
26880             <listitem>
26881               <para>force_checkout<itemizedlist>
26882                   <listitem>
26883                     <para>Force checkout if a limitation exists</para>
26884                   </listitem>
26885                   <listitem>
26886                     <para>With this permission a librarian will be allowed to override a check out
26887                       restriction in the following cases: <itemizedlist>
26888                         <listitem>
26889                           <para>age restriction</para>
26890                         </listitem>
26891                         <listitem>
26892                           <para>the item is issued to another patron</para>
26893                         </listitem>
26894                         <listitem>
26895                           <para>the item is not for loan</para>
26896                         </listitem>
26897                         <listitem>
26898                           <para>the patron has overdue items</para>
26899                         </listitem>
26900                         <listitem>
26901                           <para>the item is lost </para>
26902                         </listitem>
26903                         <listitem>
26904                           <para>the item is a high demand item</para>
26905                         </listitem>
26906                         <listitem>
26907                           <para>the item is on hold</para>
26908                         </listitem>
26909                       </itemizedlist></para>
26910                   </listitem>
26911               </itemizedlist></para></listitem>
26912             <listitem><para>manage_restrictions<itemizedlist>
26913                   <listitem>
26914                     <para>Manage restrictions for accounts</para>
26915                   </listitem>
26916                   <listitem>
26917                     <para>Grants permission to the staff member to lift a restriction that might be
26918                       on the patron's record</para>
26919                   </listitem>
26920                 </itemizedlist></para>
26921             </listitem>
26922             <listitem>
26923               <para>overdues_report<itemizedlist>
26924                   <listitem>
26925                     <para> Execute overdue items report </para>
26926                   </listitem>
26927                   <listitem>
26928                     <para>The permission to run the overdues reports found under Circulation</para>
26929                   </listitem>
26930                 </itemizedlist></para>
26931             </listitem>
26932
26933             <listitem>
26934               <para>override_renewals</para>
26935
26936               <itemizedlist>
26937                 <listitem>
26938                   <para>Override blocked renewals</para>
26939                 </listitem>
26940
26941                 <listitem>
26942                   <para>Requires that the staff member also has
26943                   circulate_remaining_permissions</para>
26944                 </listitem>
26945               </itemizedlist>
26946             </listitem>
26947           </itemizedlist>
26948         </section>
26949
26950         <section id="parameterpermissions">
26951           <title>Granular Parameters Permissions</title>
26952
26953           <para>If the staff member has 'parameters' permissions they have the
26954           ability to perform all of these actions. If you would like to
26955           control parameter permissions on a more granular level choose from
26956           these options:</para>
26957
26958           <itemizedlist>
26959             <listitem>
26960               <para>manage_circ_rules</para>
26961
26962               <itemizedlist>
26963                 <listitem>
26964                   <para>Manage circulation rules</para>
26965                 </listitem>
26966                 <listitem>
26967                   <para>The ability to access the <link linkend="circfinerules">Circulation and
26968                       fines rules</link> in the administration area</para>
26969                 </listitem>
26970               </itemizedlist>
26971             </listitem>
26972
26973             <listitem>
26974               <para>parameters_remaining_permissions</para>
26975
26976               <itemizedlist>
26977                 <listitem>
26978                   <para>Remaining system parameters permissions</para>
26979                 </listitem>
26980                 <listitem>
26981                   <para>The ability to access all areas in Administration (other than the
26982                     Circulation and fine rules)</para>
26983                 </listitem>
26984               </itemizedlist>
26985             </listitem>
26986           </itemizedlist>
26987         </section>
26988
26989         <section id="reservepermissions">
26990           <title>Granular Holds Permissions</title>
26991
26992           <para>If the staff member has 'reserveforothers' permissions they
26993           have the ability to perform all of these actions. If you would like
26994           to control holds permissions on a more granular level choose from
26995           these options:</para>
26996
26997           <itemizedlist>
26998             <listitem>
26999               <para>modify_holds_priority</para>
27000
27001               <itemizedlist>
27002                 <listitem>
27003                   <para>Modify holds priority</para>
27004                 </listitem>
27005                 <listitem>
27006                   <para>Allow staff members to alter the holds priority (moving patrons up and down
27007                     the queue)</para>
27008                 </listitem>
27009               </itemizedlist>
27010             </listitem>
27011
27012             <listitem>
27013               <para>place_holds</para>
27014
27015               <itemizedlist>
27016                 <listitem>
27017                   <para>Place holds for patrons</para>
27018                 </listitem>
27019               </itemizedlist>
27020             </listitem>
27021           </itemizedlist>
27022         </section>
27023
27024         <section id="catpermissions">
27025           <title>Granular Cataloging Permissions</title>
27026
27027           <para>If the staff member has 'editcatalogue' permissions they have
27028           the ability to perform all of these actions. If you would like to
27029           control cataloging permissions on a more granular level choose from
27030           these options:</para>
27031
27032           <itemizedlist>
27033             <listitem>
27034               <para>delete_all_items<itemizedlist>
27035                   <listitem>
27036                     <para>Delete all items at once</para>
27037                   </listitem>
27038                   <listitem>
27039                     <para>Ability to use the 'Delete all items' option found under the 'Edit' menu
27040                       in cataloging</para>
27041                   </listitem>
27042                 </itemizedlist></para>
27043             </listitem>
27044             <listitem>
27045               <para>edit_catalogue</para>
27046
27047               <itemizedlist>
27048                 <listitem>
27049                   <para>Edit catalog (Modify bibliographic/holdings data)</para>
27050                 </listitem>
27051                 <listitem>
27052                   <para>Ability to access all cataloging functions via the <link linkend="cataloging">Cataloging</link> page</para>
27053                 </listitem>
27054               </itemizedlist>
27055             </listitem>
27056
27057             <listitem>
27058               <para>edit_items</para>
27059
27060               <itemizedlist>
27061                 <listitem>
27062                   <para>Edit items</para>
27063                 </listitem>
27064                 <listitem>
27065                   <para>Ability to make <link linkend="editingitems">edits to item/holdings
27066                       records</link>, but not bibliographic records</para>
27067                 </listitem>
27068               </itemizedlist>
27069             </listitem>
27070             <listitem id="edit_items_restricted">
27071               <para>edit_items_restricted<itemizedlist>
27072                   <listitem>
27073                     <para>Limit item modification to subfields defined in the <link
27074                         linkend="SubfieldsToAllowForRestrictedEditing"
27075                         >SubfieldsToAllowForRestrictedEditing</link> preference</para>
27076                   </listitem>
27077                   <listitem>
27078                     <para>
27079                       <note>
27080                         <para>Please note that edit_items permission is still required</para>
27081                       </note>
27082                     </para>
27083                   </listitem>
27084                 </itemizedlist></para>
27085             </listitem>
27086
27087             <listitem>
27088               <para id="fastaddpermissions">fast_cataloging</para>
27089
27090               <itemizedlist>
27091                 <listitem>
27092                   <para>Fast cataloging</para>
27093                 </listitem>
27094                 <listitem>
27095                   <para>The ability to catalog using only the <link linkend="fastaddcat">Fast Add
27096                       Framework</link> found on the <link linkend="circulation">Circulation</link>
27097                     page</para>
27098                 </listitem>
27099               </itemizedlist>
27100             </listitem>
27101           </itemizedlist>
27102         </section>
27103         <section id="updatechargespermissions">
27104           <title>Granular Fines and Charges Permissions</title>
27105           <para>If a staff member has 'updatecharges' permission they have the ability to perform
27106             all of these actions. If you would like to control fines and charges permissions on a
27107             more granular level choose from these options:<itemizedlist>
27108               <listitem>
27109                 <para>remaining_permissions<itemizedlist>
27110                     <listitem>
27111                       <para>Remaining permissions for managing fines and fees other than the ability
27112                         to write off charges</para>
27113                     </listitem>
27114                   </itemizedlist></para>
27115               </listitem>
27116               <listitem>
27117                 <para>writeoff<itemizedlist>
27118                     <listitem>
27119                       <para>Write off fines and fees</para>
27120                     </listitem>
27121                   </itemizedlist></para>
27122               </listitem>
27123             </itemizedlist></para>
27124         </section>
27125
27126         <section id="acqpermissions">
27127           <title>Granular Acquisitions Permissions</title>
27128
27129           <para>If the staff member has 'acquisition' permissions they have
27130           the ability to perform all of these actions. If you would like to
27131           control acquisitions permissions on a more granular level choose
27132           from these options:</para>
27133
27134           <itemizedlist>
27135             <listitem>
27136               <para>budget_add_del</para>
27137
27138               <itemizedlist>
27139                 <listitem>
27140                   <para>Add and delete budgets (but can't modify budgets)</para>
27141                 </listitem>
27142               </itemizedlist>
27143             </listitem>
27144
27145             <listitem>
27146               <para>budget_manage</para>
27147               <itemizedlist>
27148                 <listitem>
27149                   <para>Manage budgets</para>
27150                 </listitem>
27151               </itemizedlist>
27152             </listitem>
27153
27154             <listitem>
27155               <para>budget_manage_all <itemizedlist>
27156                   <listitem>
27157                     <para>Manage all budgets</para>
27158                   </listitem>
27159                 </itemizedlist></para>
27160               <para>budget_modify</para>
27161               <itemizedlist>
27162                 <listitem>
27163                   <para>Modify budget (can't create lines, but can modify existing ones)</para>
27164                 </listitem>
27165               </itemizedlist>
27166             </listitem>
27167
27168             <listitem>
27169               <para>contracts_manage</para>
27170
27171               <itemizedlist>
27172                 <listitem>
27173                   <para>Manage contracts</para>
27174                 </listitem>
27175               </itemizedlist>
27176             </listitem>
27177
27178             <listitem>
27179               <para>group_manage</para>
27180
27181               <itemizedlist>
27182                 <listitem>
27183                   <para>Manage orders and basket groups</para>
27184                 </listitem>
27185               </itemizedlist>
27186             </listitem>
27187
27188             <listitem>
27189               <para>order_manage</para>
27190
27191               <itemizedlist>
27192                 <listitem>
27193                   <para>Manage orders and baskets</para>
27194                 </listitem>
27195               </itemizedlist>
27196             </listitem>
27197             <listitem>
27198               <para>order_manage_all<itemizedlist>
27199                   <listitem>
27200                     <para>Manage all orders and baskets, regardless of restrictions on them</para>
27201                   </listitem>
27202                 </itemizedlist></para>
27203             </listitem>
27204
27205             <listitem>
27206               <para>order_receive</para>
27207
27208               <itemizedlist>
27209                 <listitem>
27210                   <para>Manage orders and baskets</para>
27211                 </listitem>
27212               </itemizedlist>
27213             </listitem>
27214
27215             <listitem>
27216               <para>period_manage</para>
27217
27218               <itemizedlist>
27219                 <listitem>
27220                   <para>Manage periods</para>
27221                 </listitem>
27222               </itemizedlist>
27223             </listitem>
27224
27225             <listitem>
27226               <para>planning_manage</para>
27227
27228               <itemizedlist>
27229                 <listitem>
27230                   <para>Manage budget planning</para>
27231                 </listitem>
27232               </itemizedlist>
27233             </listitem>
27234
27235             <listitem>
27236               <para>vendors_manage</para>
27237
27238               <itemizedlist>
27239                 <listitem>
27240                   <para>Manage vendors</para>
27241                 </listitem>
27242               </itemizedlist>
27243             </listitem>
27244           </itemizedlist>
27245         </section>
27246
27247         <section id="serpermissions">
27248           <title>Granular Serials Permissions</title>
27249
27250           <para>If the staff member has 'serials' permissions they have the
27251           ability to perform all of these actions. If you would like to
27252           control serials permissions on a more granular level choose from
27253           these options:</para>
27254
27255           <itemizedlist>
27256             <listitem>
27257               <para>check_expiration</para>
27258
27259               <itemizedlist>
27260                 <listitem>
27261                   <para>Check the <link linkend="serialexpiration">expiration of a
27262                     serial</link></para>
27263                 </listitem>
27264               </itemizedlist>
27265             </listitem>
27266
27267             <listitem>
27268               <para>claim_serials</para>
27269
27270               <itemizedlist>
27271                 <listitem>
27272                   <para>Claim missing serials via the <link linkend="serialclaims">Claims
27273                       section</link></para>
27274                 </listitem>
27275               </itemizedlist>
27276             </listitem>
27277
27278             <listitem>
27279               <para>create_subscription</para>
27280
27281               <itemizedlist>
27282                 <listitem>
27283                   <para>Create <link linkend="newsubscription">a new subscription</link></para>
27284                 </listitem>
27285               </itemizedlist>
27286             </listitem>
27287
27288             <listitem>
27289               <para>delete_subscription</para>
27290
27291               <itemizedlist>
27292                 <listitem>
27293                   <para>Delete an existing subscription</para>
27294                 </listitem>
27295               </itemizedlist>
27296             </listitem>
27297
27298             <listitem>
27299               <para>edit_subscription</para>
27300
27301               <itemizedlist>
27302                 <listitem>
27303                   <para>Edit an existing subscription</para>
27304                 </listitem>
27305                 <listitem>
27306                   <para>This permission does not include the ability to delete or create a
27307                     subscription</para>
27308                 </listitem>
27309               </itemizedlist>
27310             </listitem>
27311
27312             <listitem>
27313               <para>receive_serials</para>
27314
27315               <itemizedlist>
27316                 <listitem>
27317                   <para>Serials receiving</para>
27318                 </listitem>
27319                 <listitem>
27320                   <para>Receive serials on existing subscriptions</para>
27321                 </listitem>
27322               </itemizedlist>
27323             </listitem>
27324
27325             <listitem>
27326               <para>renew_subscription</para>
27327
27328               <itemizedlist>
27329                 <listitem>
27330                   <para>Renew a subscription</para>
27331                 </listitem>
27332               </itemizedlist>
27333             </listitem>
27334
27335             <listitem>
27336               <para>routing</para>
27337
27338               <itemizedlist>
27339                 <listitem>
27340                   <para>Routing</para>
27341                 </listitem>
27342                 <listitem>
27343                   <para>Manage <link linkend="routinglist">routing lists</link></para>
27344                 </listitem>
27345               </itemizedlist>
27346             </listitem>
27347             <listitem>
27348               <para>superserials<itemizedlist>
27349                   <listitem>
27350                     <para>Manage subscriptions from any branch (only applies when <link
27351                         linkend="IndependentBranches">IndependantBranches</link> is used)</para>
27352                   </listitem>
27353                 </itemizedlist></para>
27354             </listitem>
27355           </itemizedlist>
27356         </section>
27357
27358         <section id="toolspermissions">
27359           <title>Granular Tools Permissions</title>
27360
27361           <para>If the staff member has 'tools' permissions they have the
27362           ability to access and use all items under the Tools menu. If you
27363           would like to control which tools staff members have access to on a
27364           more granular level choose from these options:</para>
27365
27366           <itemizedlist>
27367             <listitem>
27368               <para>batch_upload_patron_images</para>
27369
27370               <itemizedlist>
27371                 <listitem>
27372                   <para>Upload patron images in batch or one at a time </para>
27373                 </listitem>
27374                 <listitem>
27375                   <para>Access to the <link linkend="uploadpatronimages">Image Upload
27376                     Tool</link></para>
27377                 </listitem>
27378               </itemizedlist>
27379             </listitem>
27380
27381             <listitem>
27382               <para>delete_anonymize_patrons</para>
27383
27384               <itemizedlist>
27385                 <listitem>
27386                   <para>Delete old borrowers and anonymize circulation/reading history (deletes
27387                     borrower reading history)</para>
27388                 </listitem>
27389                 <listitem>
27390                   <para>Access to the <link linkend="anonpatrons">Anonymize Patron
27391                     Tool</link></para>
27392                 </listitem>
27393               </itemizedlist>
27394             </listitem>
27395
27396             <listitem>
27397               <para>edit_calendar</para>
27398
27399               <itemizedlist>
27400                 <listitem>
27401                   <para>Define days when the library is closed </para>
27402                 </listitem>
27403                 <listitem>
27404                   <para>Access to the <link linkend="calholidays">Calendar/Holidays
27405                     Tool</link></para>
27406                 </listitem>
27407               </itemizedlist>
27408             </listitem>
27409
27410             <listitem>
27411               <para>edit_news</para>
27412
27413               <itemizedlist>
27414                 <listitem>
27415                   <para>Write news for the OPAC and staff interfaces </para>
27416                 </listitem>
27417                 <listitem>
27418                   <para>Access to the <link linkend="newstool">News Tool</link></para>
27419                 </listitem>
27420               </itemizedlist>
27421             </listitem>
27422
27423             <listitem>
27424               <para>edit_notice_status_triggers</para>
27425
27426               <itemizedlist>
27427                 <listitem>
27428                   <para>Set notice/status triggers for overdue items </para>
27429                 </listitem>
27430                 <listitem>
27431                   <para>Access to the <link linkend="noticetriggers">Overdue Notice Status/Triggers
27432                       Tool</link></para>
27433                 </listitem>
27434               </itemizedlist>
27435             </listitem>
27436
27437             <listitem>
27438               <para>edit_notices</para>
27439
27440               <itemizedlist>
27441                 <listitem>
27442                   <para>Define notices </para>
27443                 </listitem>
27444                 <listitem>
27445                   <para>Access to the <link linkend="notices">Notices Tool</link></para>
27446                 </listitem>
27447               </itemizedlist>
27448             </listitem>
27449
27450             <listitem>
27451               <para>export_catalog</para>
27452
27453               <itemizedlist>
27454                 <listitem>
27455                   <para>Export bibliographic, authorities and holdings data </para>
27456                 </listitem>
27457                 <listitem>
27458                   <para>Access to the <link linkend="exportbibs">Export Data Tool</link></para>
27459                 </listitem>
27460               </itemizedlist>
27461             </listitem>
27462
27463             <listitem>
27464               <para>import_patrons</para>
27465
27466               <itemizedlist>
27467                 <listitem>
27468                   <para>Import patron data </para>
27469                 </listitem>
27470                 <listitem>
27471                   <para>Access to the <link linkend="patronimport">Import Patrons Tool</link></para>
27472                 </listitem>
27473               </itemizedlist>
27474             </listitem>
27475
27476             <listitem>
27477               <para>inventory</para>
27478
27479               <itemizedlist>
27480                 <listitem>
27481                   <para>Perform inventory (stocktaking) of your catalog </para>
27482                 </listitem>
27483                 <listitem>
27484                   <para>Access to the <link linkend="inventory">Inventory Tool</link></para>
27485                 </listitem>
27486               </itemizedlist>
27487             </listitem>
27488
27489             <listitem>
27490               <para>items_batchdel</para>
27491
27492               <itemizedlist>
27493                 <listitem>
27494                   <para>Perform batch deletion of items </para>
27495                 </listitem>
27496                 <listitem>
27497                   <para>Access to the <link linkend="batchdeleteitems">Batch Item Deletion
27498                       Tool</link></para>
27499                 </listitem>
27500               </itemizedlist>
27501             </listitem>
27502
27503             <listitem>
27504               <para>items_batchmod</para>
27505
27506               <itemizedlist>
27507                 <listitem>
27508                   <para>Perform batch modification of items </para>
27509                 </listitem>
27510                 <listitem>
27511                   <para>Access to the <link linkend="batchmodifyitems">Batch Item Modification
27512                       Tool</link></para>
27513                 </listitem>
27514               </itemizedlist>
27515             </listitem>
27516             <listitem id="items_batchmod_restricted">
27517               <para>items_batchmod_restricted<itemizedlist>
27518                   <listitem>
27519                     <para>Limit <link linkend="batchmodifyitems">batch item modification</link> to
27520                       subfields defined in the <link linkend="SubfieldsToAllowForRestrictedBatchmod"
27521                         >SubfieldsToAllowForRestrictedBatchmod</link> preference</para>
27522                   </listitem>
27523                   <listitem>
27524                     <para>
27525                       <note>
27526                         <para>Please note that items_batchmod permission is still required</para>
27527                       </note>
27528                     </para>
27529                   </listitem>
27530                 </itemizedlist></para>
27531             </listitem>
27532
27533             <listitem>
27534               <para>label_creator</para>
27535
27536               <itemizedlist>
27537                 <listitem>
27538                   <para>Create printable labels and barcodes from catalog and patron data </para>
27539                 </listitem>
27540                 <listitem>
27541                   <para>Access to the <link linkend="labelcreator">Label Creator</link> and <link linkend="quicklabelcreator">Quick Label Creator</link> Tools</para>
27542                 </listitem>
27543               </itemizedlist>
27544             </listitem>
27545
27546             <listitem>
27547               <para>manage_csv_profiles</para>
27548
27549               <itemizedlist>
27550                 <listitem>
27551                   <para>Manage CSV export profiles</para>
27552                 </listitem>
27553                 <listitem>
27554                   <para>Access to the <link linkend="csvprofiles">CSV Profiles Tool</link></para>
27555                 </listitem>
27556               </itemizedlist>
27557             </listitem>
27558
27559             <listitem>
27560               <para>manage_staged_marc</para>
27561
27562               <itemizedlist>
27563                 <listitem>
27564                   <para>Manage staged MARC records, including completing and reversing imports </para>
27565                 </listitem>
27566                 <listitem>
27567                   <para>Access to the <link linkend="managestaged">Manage Staged MARC Records
27568                       Tool</link></para>
27569                 </listitem>
27570               </itemizedlist>
27571             </listitem>
27572
27573             <listitem>
27574               <para>moderate_comments</para>
27575
27576               <itemizedlist>
27577                 <listitem>
27578                   <para>Moderate patron comments </para>
27579                 </listitem>
27580                 <listitem>
27581                   <para>Access to the <link linkend="comments">Comments Tool</link>
27582                   </para>
27583                 </listitem>
27584               </itemizedlist>
27585             </listitem>
27586
27587             <listitem>
27588               <para>moderate_tags<itemizedlist>
27589                   <listitem>
27590                     <para>Moderate patron tags</para>
27591                   </listitem>
27592                   <listitem>
27593                     <para>Access to the <link linkend="tagsmoderation">Tags Tool</link></para>
27594                   </listitem>
27595                 </itemizedlist></para>
27596             </listitem>
27597             <listitem>
27598               <para>records_batchdel<itemizedlist>
27599                   <listitem>
27600                     <para>Perform batch deletion of records (bibliographic or authority)</para>
27601                   </listitem>
27602                   <listitem>
27603                     <para>Access to the <link linkend="batchrecorddelete">Batch Record Deletion
27604                         Tool</link></para>
27605                   </listitem>
27606                 </itemizedlist></para>
27607             </listitem>
27608             <listitem>
27609               <para>rotating_collections<itemizedlist>
27610                   <listitem>
27611                     <para>Manage rotating collections</para>
27612                   </listitem>
27613                   <listitem>
27614                     <para>Access to the <link linkend="rotatingcollections">Rotating Collections
27615                         Tool</link></para>
27616                   </listitem>
27617                 </itemizedlist></para>
27618             </listitem>
27619             <listitem>
27620               <para>schedule_tasks</para>
27621               <itemizedlist>
27622                 <listitem>
27623                   <para>Schedule tasks to run </para>
27624                 </listitem>
27625                 <listitem>
27626                   <para>Access to the <link linkend="taskscheduler">Task Scheduler
27627                     Tool</link></para>
27628                 </listitem>
27629               </itemizedlist>
27630             </listitem>
27631
27632             <listitem>
27633               <para>stage_marc_import</para>
27634
27635               <itemizedlist>
27636                 <listitem>
27637                   <para>Stage MARC records into the reservoir </para>
27638                 </listitem>
27639                 <listitem>
27640                   <para>Access to the <link linkend="stagemarc">Stage MARC Records
27641                     Tool</link></para>
27642                 </listitem>
27643               </itemizedlist>
27644             </listitem>
27645
27646             <listitem>
27647               <para>upload_local_cover_images</para>
27648
27649               <itemizedlist>
27650                 <listitem>
27651                   <para>Upload local cover images </para>
27652                 </listitem>
27653                 <listitem>
27654                   <para>Access to the <link linkend="uploadlocalimages">Upload Local Cover Image
27655                       Tool</link> as well as permission to add and delete local cover images from
27656                     the bib detail page</para>
27657                 </listitem>
27658               </itemizedlist>
27659             </listitem>
27660
27661             <listitem>
27662               <para>view_system_logs</para>
27663
27664               <itemizedlist>
27665                 <listitem>
27666                   <para>Browse the system logs </para>
27667                 </listitem>
27668                 <listitem>
27669                   <para>Access to the <link linkend="logviewer">Log Viewer Tool</link></para>
27670                 </listitem>
27671               </itemizedlist>
27672             </listitem>
27673           </itemizedlist>
27674         </section>
27675
27676         <section id="reportpermissions">
27677           <title>Granular Reports Permissions</title>
27678
27679           <para>If the staff member has 'reports' permissions they have the
27680           ability to perform all of these actions. If you would like to
27681           control reports permissions on a more granular level choose from
27682           these options:</para>
27683
27684           <itemizedlist>
27685             <listitem>
27686               <para>create_reports</para>
27687
27688               <itemizedlist>
27689                 <listitem>
27690                   <para>Create SQL Reports</para>
27691                 </listitem>
27692                 <listitem>
27693                   <para>The ability to create and edit but not run SQL reports</para>
27694                 </listitem>
27695               </itemizedlist>
27696             </listitem>
27697
27698             <listitem>
27699               <para>execute_reports</para>
27700
27701               <itemizedlist>
27702                 <listitem>
27703                   <para>Execute SQL Reports</para>
27704                 </listitem>
27705                 <listitem>
27706                   <para>The ability to run but not create or edit SQL reports </para>
27707                 </listitem>
27708               </itemizedlist>
27709             </listitem>
27710           </itemizedlist>
27711         </section>
27712         <section id="pluginpermissions">
27713           <title>Granular Plugins Permissions</title>
27714           <para>If the staff member has 'plugins' permissions they have the ability to perform all
27715             of these actions. If you would like to control reports permissions on a more granular
27716             level choose from these options:<itemizedlist>
27717               <listitem>
27718                 <para>configure<itemizedlist>
27719                     <listitem>
27720                       <para>Configure plugins</para>
27721                     </listitem>
27722                     <listitem>
27723                       <para>The ability to run the 'configure' section of a plugin if it has
27724                         one</para>
27725                     </listitem>
27726                   </itemizedlist></para>
27727               </listitem>
27728               <listitem>
27729                 <para>manage<itemizedlist>
27730                     <listitem>
27731                       <para>Manage plugins </para>
27732                     </listitem>
27733                     <listitem>
27734                       <para>The ability to install or uninstall plugins</para>
27735                     </listitem>
27736                   </itemizedlist></para>
27737               </listitem>
27738               <listitem>
27739                 <para>report<itemizedlist>
27740                     <listitem>
27741                       <para>Use report plugins</para>
27742                     </listitem>
27743                     <listitem>
27744                       <para>The ability to use report plugins</para>
27745                     </listitem>
27746                   </itemizedlist></para>
27747               </listitem>
27748               <listitem>
27749                 <para>tool<itemizedlist>
27750                     <listitem>
27751                       <para>Use tool plugins</para>
27752                     </listitem>
27753                     <listitem>
27754                       <para>The ability to use tool plugins</para>
27755                     </listitem>
27756                   </itemizedlist></para>
27757               </listitem>
27758             </itemizedlist></para>
27759         </section>
27760         <section id="listspermissions">
27761           <title>Granular Lists Permissions</title>
27762           <para>All staff members have permission to access lists.  This section only needs to be
27763             checked off if you want to give permission to a staff member to delete public lists that
27764             they have no created themselves.<itemizedlist>
27765               <listitem>
27766                 <para>delete_public_lists<itemizedlist>
27767                   <listitem><para>Delete public lists</para></listitem>
27768                   </itemizedlist></para>
27769               </listitem>
27770             </itemizedlist></para>
27771         </section>
27772       </section>
27773     </section>
27774
27775     <section id="patroninformation">
27776       <title>Patron Information</title>
27777
27778       <para>When viewing a patron record you have the option to view information from one of many
27779         tabs found on the left hand side of the record.<itemizedlist>
27780           <listitem>
27781             <para><emphasis role="italic">Get there:</emphasis> Patrons > Browse or search for
27782               patron > Click patron name</para>
27783           </listitem>
27784         </itemizedlist></para>
27785
27786       <section id="patcheckout">
27787         <title>Check Out</title>
27788
27789         <para>For instruction on checking items out, view the <link linkend="checkingout">Checking Out</link> section of this
27790         manual.</para>
27791         <para>Staff members can access their own check out screen by clicking their username in the
27792           top right of the staff client and choosing 'My checkouts'<screenshot>
27793             <screeninfo>My checkouts</screeninfo>
27794             <mediaobject>
27795               <imageobject>
27796                 <imagedata fileref="images/patrons/mycheckouts.png"/>
27797               </imageobject>
27798             </mediaobject>
27799           </screenshot></para>
27800       </section>
27801
27802       <section id="patrondetails">
27803         <title>Details</title>
27804         <para>Staff members can access their own account details by clicking their username in the
27805           top right of the staff client and choosing 'My account'</para>
27806         <screenshot>
27807           <screeninfo>My account</screeninfo>
27808           <mediaobject>
27809             <imageobject>
27810               <imagedata fileref="images/patrons/myaccount.png"/>
27811             </imageobject>
27812           </mediaobject>
27813         </screenshot>
27814
27815         <para>All patron information will appear on the Details tab. This
27816         includes all the contact information, notes, custom patron attributes,
27817         messaging preferences, etc entered when adding the patron.</para>
27818
27819         <para>In the case of patrons who are marked as 'Child' or
27820         'Professional' and their Guarantors additional information will appear
27821         on their record.</para>
27822
27823         <itemizedlist>
27824           <listitem>
27825             <para>A child patron will list their Guarantor</para>
27826
27827             <screenshot>
27828               <screeninfo>Guarantor listed and linked from the child
27829               record</screeninfo>
27830
27831               <mediaobject>
27832                 <imageobject>
27833                   <imagedata fileref="images/patrons/child.png"/>
27834                 </imageobject>
27835               </mediaobject>
27836             </screenshot>
27837           </listitem>
27838
27839           <listitem>
27840             <para>On the Guarantor's record, all children and/or professionals
27841             will be listed</para>
27842
27843             <screenshot>
27844               <screeninfo>Guarantees listed on the Guarantor's
27845               profile</screeninfo>
27846
27847               <mediaobject>
27848                 <imageobject>
27849                   <imagedata fileref="images/patrons/parent.png"/>
27850                 </imageobject>
27851               </mediaobject>
27852             </screenshot>
27853           </listitem>
27854         </itemizedlist>
27855
27856         <section id="patcircsummary">
27857           <title>Circulation Summary</title>
27858
27859           <para>Below the patron's information on the details screen is a
27860           tabbed display of the items they have checked out, overdue, and on
27861           hold.</para>
27862
27863           <screenshot>
27864             <screeninfo>Checkout summary</screeninfo>
27865
27866             <mediaobject>
27867               <imageobject>
27868                 <imagedata fileref="images/patrons/checkoutsummary.png"/>
27869               </imageobject>
27870             </mediaobject>
27871           </screenshot>
27872
27873           <para>If they have family at the library staff can see what the
27874           other family members have checked out.</para>
27875
27876           <screenshot>
27877             <screeninfo>Relative checkouts</screeninfo>
27878
27879             <mediaobject>
27880               <imageobject>
27881                 <imagedata fileref="images/patrons/relativecheckouts.png"/>
27882               </imageobject>
27883             </mediaobject>
27884           </screenshot>
27885           <para>The Restrictions tab will show for all patrons. If the patron has no restrictions
27886             you will see that on the tab.</para>
27887           <screenshot>
27888             <screeninfo>Patron restrictions</screeninfo>
27889             <mediaobject>
27890               <imageobject>
27891                 <imagedata fileref="images/patrons/patronrestrictions-none.png"/>
27892               </imageobject>
27893             </mediaobject>
27894           </screenshot>
27895           <para>If the patron has restrictions on their account the tab will show the number and the
27896             description.</para>
27897           <screenshot>
27898             <screeninfo>Patron restrictions</screeninfo>
27899             <mediaobject>
27900               <imageobject>
27901                 <imagedata fileref="images/patrons/patronrestrictions.png"/>
27902               </imageobject>
27903             </mediaobject>
27904           </screenshot>
27905           <para>Using the 'Add manual restriction' button you can add a restriction to the patron
27906             record from here.</para>
27907           <screenshot>
27908             <screeninfo>Add restriction</screeninfo>
27909             <mediaobject>
27910               <imageobject>
27911                 <imagedata fileref="images/patrons/addrestriction.png"/>
27912               </imageobject>
27913             </mediaobject>
27914           </screenshot>
27915         </section>
27916       </section>
27917
27918       <section id="patronfines">
27919         <title>Fines</title>
27920
27921         <para>The patron's complete accounting history will appear on the
27922         Fines tab. Contrary to its name, the Fines tab does not just show fine
27923         data, it also shows membership fees, rental fees, reserve fees and any
27924         other charge you may have for patrons.</para>
27925
27926         <screenshot>
27927           <screeninfo>Patron Accounting Summary</screeninfo>
27928
27929           <mediaobject>
27930             <imageobject>
27931               <imagedata fileref="images/patrons/patronaccount.png"/>
27932             </imageobject>
27933           </mediaobject>
27934         </screenshot>
27935
27936         <para>The table will show you the following columns:</para>
27937
27938         <itemizedlist>
27939           <listitem>
27940             <para>Date: the date the charge/payment was posted</para>
27941
27942             <itemizedlist>
27943               <listitem>
27944                 <para>In the case of fines this will be the last day that the
27945                 fine was accrued</para>
27946               </listitem>
27947             </itemizedlist>
27948           </listitem>
27949
27950           <listitem>
27951             <para>Description: a description of the charges including the due
27952             date for overdue items and a link to the item record where one is
27953             available</para>
27954           </listitem>
27955
27956           <listitem>
27957             <para>Note: any notes about this charge/payment<itemizedlist>
27958                 <listitem>
27959                   <para>If you're allowing patrons to pay fines via the OPAC with PayPal (<link
27960                       linkend="EnablePayPalOpacPayments">EnablePayPalOpacPayments</link>) you will
27961                     see a Note that says 'PayPal' for items paid this way<screenshot>
27962                       <screeninfo>PayPal Fines</screeninfo>
27963                       <mediaobject>
27964                         <imageobject>
27965                           <imagedata fileref="images/circ/paypalpaid.png"/>
27966                         </imageobject>
27967                       </mediaobject>
27968                     </screenshot></para>
27969                 </listitem>
27970               </itemizedlist></para>
27971           </listitem>
27972
27973           <listitem>
27974             <para>Amount: the total amount of the payment or charge</para>
27975           </listitem>
27976
27977           <listitem>
27978             <para>Outstanding: the amount still due on charge</para>
27979           </listitem>
27980           <listitem>
27981             <para>The ability to reverse a payment</para>
27982           </listitem>
27983           <listitem>
27984             <para>A link to print a receipt for that line item</para>
27985           </listitem>
27986         </itemizedlist>
27987         <para>At the top of the table you can click the 'Filter paid transaction' to hide all
27988           completed transaction and above that you can use the search box to find a specific charge
27989           or payment.</para>
27990
27991         <section id="chargefines">
27992           <title>Charging Fines/Fees</title>
27993
27994           <para>Most fees and fines will be charged automatically if the <link linkend="finescronjob">fines cron job</link> is running:</para>
27995
27996           <itemizedlist>
27997             <listitem>
27998               <para>Fines will be charged based on your <link linkend="circfinerules">Circulation &amp; Fines
27999               Rules</link></para>
28000             </listitem>
28001
28002             <listitem>
28003               <para>Hold fees will be charged based on the rules you set in
28004               the <link linkend="patcats">Patron Types &amp; Categories</link>
28005               administration area</para>
28006             </listitem>
28007
28008             <listitem>
28009               <para>Rental fees will be charged based on the settings in your
28010               <link linkend="itemtypeadmin">Item Types</link> administration
28011               area</para>
28012             </listitem>
28013
28014             <listitem>
28015               <para>Marking an item 'Lost' via the cataloging module will
28016               automatically charge the patron the replacement cost for that
28017               item</para>
28018             </listitem>
28019           </itemizedlist>
28020         </section>
28021
28022         <section id="payfines">
28023           <title>Pay/Reverse Fines</title>
28024
28025           <para>Each line item can be paid in full (or written off) using the
28026           'Pay Fines' tab.</para>
28027
28028           <screenshot>
28029             <screeninfo>Paying Fines</screeninfo>
28030
28031             <mediaobject>
28032               <imageobject>
28033                 <imagedata fileref="images/patrons/makepayment.png"/>
28034               </imageobject>
28035             </mediaobject>
28036           </screenshot>
28037
28038           <itemizedlist>
28039             <listitem>
28040               <para>Each line item can be paid in full, partially paid, or
28041               written off.</para>
28042             </listitem>
28043
28044             <listitem>
28045               <para>Pay a fine in full</para>
28046
28047               <itemizedlist>
28048                 <listitem>
28049                   <para>If you have a note about the payment please type that first then move
28050                     on</para>
28051                 </listitem>
28052                 <listitem>
28053                   <para>Click "Pay" next to the fine you want to pay in full</para>
28054                 </listitem>
28055
28056                 <listitem>
28057                   <para>The full amount of the fine will be populated for you
28058                   in the "Collect From Patron" box</para>
28059
28060                   <screenshot>
28061                     <screeninfo>Pay fine</screeninfo>
28062
28063                     <mediaobject>
28064                       <imageobject>
28065                         <imagedata fileref="images/patrons/payfine.png"/>
28066                       </imageobject>
28067                     </mediaobject>
28068                   </screenshot>
28069                 </listitem>
28070
28071                 <listitem>
28072                   <para>Click "Confirm"</para>
28073                 </listitem>
28074
28075                 <listitem>
28076                   <para>The fine will be removed from outstanding fines, and
28077                   displayed as fully paid.</para>
28078                 </listitem>
28079               </itemizedlist>
28080             </listitem>
28081
28082             <listitem>
28083               <para>Pay a partial fine</para>
28084
28085               <itemizedlist>
28086                 <listitem>
28087                   <para>Click "Pay" next to the fine you want to partially
28088                   pay</para>
28089                 </listitem>
28090
28091                 <listitem>
28092                   <para>Enter the amount you are collecting from the patron in
28093                   the "Collect From Patron" box</para>
28094
28095                   <screenshot>
28096                     <screeninfo>Pay partial fine</screeninfo>
28097
28098                     <mediaobject>
28099                       <imageobject>
28100                         <imagedata fileref="images/patrons/paypartial.png"/>
28101                       </imageobject>
28102                     </mediaobject>
28103                   </screenshot>
28104                 </listitem>
28105
28106                 <listitem>
28107                   <para>Click "Confirm"</para>
28108                 </listitem>
28109
28110                 <listitem>
28111                   <para>The fine will be updated to show the original Amount,
28112                   and the current Amount Outstanding</para>
28113                 </listitem>
28114               </itemizedlist>
28115             </listitem>
28116
28117             <listitem>
28118               <para>Pay an amount towards all fines</para>
28119
28120               <itemizedlist>
28121                 <listitem>
28122                   <para>Click the "Pay Amount" button</para>
28123                 </listitem>
28124
28125                 <listitem>
28126                   <para>Enter the amount you are collecting from the patron in
28127                   "Collect from Patron." The sum of all fines is shown in
28128                   "Total Amount Outstanding"</para>
28129
28130                   <screenshot>
28131                     <screeninfo>Pay Amount</screeninfo>
28132
28133                     <mediaobject>
28134                       <imageobject>
28135                         <imagedata fileref="images/patrons/payamount.png"/>
28136                       </imageobject>
28137                     </mediaobject>
28138                   </screenshot>
28139                 </listitem>
28140
28141                 <listitem>
28142                   <para>Click "Confirm"</para>
28143                 </listitem>
28144
28145                 <listitem>
28146                   <para>The fine totals will be updated with the payment
28147                   applied to oldest fines first.</para>
28148                 </listitem>
28149               </itemizedlist>
28150             </listitem>
28151
28152             <listitem>
28153               <para>Pay Selected fines</para>
28154
28155               <itemizedlist>
28156                 <listitem>
28157                   <para>Check the selection boxes next to the fines you wish
28158                   to pay, click "Pay Selected"</para>
28159
28160                   <screenshot>
28161                     <screeninfo>Select lines to pay</screeninfo>
28162
28163                     <mediaobject>
28164                       <imageobject>
28165                         <imagedata fileref="images/patrons/payselected-select.png"/>
28166                       </imageobject>
28167                     </mediaobject>
28168                   </screenshot>
28169                 </listitem>
28170
28171                 <listitem>
28172                   <para>Enter an amount to pay towards the fines.</para>
28173
28174                   <screenshot>
28175                     <screeninfo>Pay Selected</screeninfo>
28176
28177                     <mediaobject>
28178                       <imageobject>
28179                         <imagedata fileref="images/patrons/payselected.png"/>
28180                       </imageobject>
28181                     </mediaobject>
28182                   </screenshot>
28183                 </listitem>
28184
28185                 <listitem>
28186                   <para>Click "Confirm"</para>
28187                 </listitem>
28188
28189                 <listitem>
28190                   <para>The fine totals will be updated with the payment
28191                   applied to the oldest selected fines first.</para>
28192                 </listitem>
28193               </itemizedlist>
28194             </listitem>
28195
28196             <listitem>
28197               <para>Writeoff a single fine</para>
28198
28199               <itemizedlist>
28200                 <listitem>
28201                   <para>Click "Writeoff" next to the fine you wish to
28202                   writeoff.</para>
28203                 </listitem>
28204
28205                 <listitem>
28206                   <para>The fine will be removed from outstanding fines, and
28207                   displayed as written off.</para>
28208                 </listitem>
28209               </itemizedlist>
28210             </listitem>
28211
28212             <listitem>
28213               <para>Writeoff All fines</para>
28214
28215               <itemizedlist>
28216                 <listitem>
28217                   <para>Click the "Writeoff All" button</para>
28218                 </listitem>
28219
28220                 <listitem>
28221                   <para>All fines will be removed from outstanding fines, and
28222                   displayed as written off.</para>
28223                 </listitem>
28224               </itemizedlist>
28225             </listitem>
28226
28227             <listitem>
28228               <para>If you accidentally mark and item as paid, you can reverse
28229               that line item by clicking 'Reverse' to the right of the
28230               line</para>
28231
28232               <screenshot>
28233                 <screeninfo>Reverse Link</screeninfo>
28234
28235                 <mediaobject>
28236                   <imageobject>
28237                     <imagedata fileref="images/patrons/reverselink.png"/>
28238                   </imageobject>
28239                 </mediaobject>
28240               </screenshot>
28241
28242               <itemizedlist>
28243                 <listitem>
28244                   <para>Once clicked a new line item will be added to the
28245                   account, showing the payment as reversed</para>
28246
28247                   <screenshot>
28248                     <screeninfo>Reversed Payment</screeninfo>
28249
28250                     <mediaobject>
28251                       <imageobject>
28252                         <imagedata fileref="images/patrons/reversed.png"/>
28253                       </imageobject>
28254                     </mediaobject>
28255                   </screenshot>
28256                 </listitem>
28257               </itemizedlist>
28258             </listitem>
28259           </itemizedlist>
28260         </section>
28261
28262         <section id="manualinvoice">
28263           <title>Creating Manual Invoices</title>
28264
28265           <para>For fees that are not automatically charged, librarians can
28266           create a manual invoice</para>
28267
28268           <screenshot>
28269             <screeninfo>Create Manual Invoice</screeninfo>
28270
28271             <mediaobject>
28272               <imageobject>
28273                 <imagedata fileref="images/patrons/manualinvoice.png"/>
28274               </imageobject>
28275             </mediaobject>
28276           </screenshot>
28277
28278           <itemizedlist>
28279             <listitem>
28280               <para>First choose the type of invoice you would like to
28281               create</para>
28282
28283               <itemizedlist>
28284                 <listitem>
28285                   <para>To add additional values to the manual invoice type pull down menu, add them
28286                     to the <link linkend="manualinvvals">MANUAL_INV</link> Authorized Value</para>
28287                 </listitem>
28288                 <listitem>
28289                   <para>
28290                     <important>
28291                       <para>The value set as the Authorized Value for the MANUAL_INV authorized
28292                         value category will appear as the Description and the Authorized Value
28293                         Description will be used as the amount.</para>
28294                     </important>
28295                   </para>
28296                 </listitem>
28297               </itemizedlist>
28298             </listitem>
28299
28300             <listitem>
28301               <para>If the fee is associated with an item you can enter its
28302               barcode so that the line item shows a link to that item</para>
28303             </listitem>
28304
28305             <listitem>
28306               <para>The description field is where you will enter the
28307               description of the charge</para>
28308             </listitem>
28309
28310             <listitem>
28311               <para>In the amount field, do not enter currency symbols, only
28312               numbers and decimals</para>
28313             </listitem>
28314           </itemizedlist>
28315         </section>
28316
28317         <section id="manualcredit">
28318           <title>Creating Manual Credits</title>
28319
28320           <para>Manual credits can be used to pay off parts of fines, or to
28321           forgive a fine amount.</para>
28322
28323           <screenshot>
28324             <screeninfo>Create Manual Credit</screeninfo>
28325
28326             <mediaobject>
28327               <imageobject>
28328                 <imagedata fileref="images/patrons/manualcredit.png"/>
28329               </imageobject>
28330             </mediaobject>
28331           </screenshot>
28332
28333           <itemizedlist>
28334             <listitem>
28335               <para>First choose the type of credit you'd like to apply</para>
28336             </listitem>
28337
28338             <listitem>
28339               <para>If this credit is associated with an item you can enter
28340               that item's barcode so that the line item links to the right
28341               item</para>
28342             </listitem>
28343
28344             <listitem>
28345               <para>The description field is where you will enter the
28346               description of the credit</para>
28347             </listitem>
28348
28349             <listitem>
28350               <para>In the amount field, do not enter currency symbols, only
28351               numbers and decimals</para>
28352             </listitem>
28353           </itemizedlist>
28354         </section>
28355
28356         <section id="printinglineitems">
28357           <title>Printing Invoices</title>
28358
28359           <para>To the right of each account line there is a print link.
28360           Clicking that link will print an invoice for the line item that
28361           includes the date and description of the line item along with the
28362           total outstanding on the account.</para>
28363
28364           <screenshot>
28365             <screeninfo>Sample Invoice</screeninfo>
28366
28367             <mediaobject>
28368               <imageobject>
28369                 <imagedata fileref="images/patrons/patroninvoice.png"/>
28370               </imageobject>
28371             </mediaobject>
28372           </screenshot>
28373         </section>
28374       </section>
28375
28376       <section id="patronroutingtab">
28377         <title>Routing Lists</title>
28378
28379         <para>A list of all of the serial routing lists the patron belongs to
28380         will be accessible via the 'Routing Lists' tab on the patron
28381         record.</para>
28382
28383         <screenshot>
28384           <screeninfo>Routing Lists</screeninfo>
28385
28386           <mediaobject>
28387             <imageobject>
28388               <imagedata fileref="images/patrons/routinglisttab.png"/>
28389             </imageobject>
28390           </mediaobject>
28391         </screenshot>
28392
28393         <para>On this tab you will be able to see and edit all of the routing
28394         lists that this patron is on.</para>
28395
28396         <screenshot>
28397           <screeninfo>Patron's routing lists</screeninfo>
28398
28399           <mediaobject>
28400             <imageobject>
28401               <imagedata fileref="images/patrons/patronroutinglists.png"/>
28402             </imageobject>
28403           </mediaobject>
28404         </screenshot>
28405       </section>
28406
28407       <section id="circhistory">
28408         <title>Circulation History</title>
28409
28410         <para>The circulation history tab will appear if you have set the
28411         <link linkend="intranetreadinghistory">intranetreadinghistory</link>
28412         preference to allow it to appear. If you have the <link linkend="OPACPrivacy">OPACPrivacy</link> system preference set to
28413         'Allow' and the patron has decided that the library cannot keep this
28414         information this tab will only show currently checked out
28415         items.</para>
28416
28417         <screenshot>
28418           <screeninfo>Patron Circulation History</screeninfo>
28419
28420           <mediaobject>
28421             <imageobject>
28422               <imagedata fileref="images/patrons/readinghistory.png"/>
28423             </imageobject>
28424           </mediaobject>
28425         </screenshot>
28426
28427         <para>If you would like to export a list of barcodes for the items
28428         checked in today you can find that option under the More menu on the
28429         top right of the page.</para>
28430
28431         <screenshot>
28432           <screeninfo>Export today's checkins</screeninfo>
28433
28434           <mediaobject>
28435             <imageobject>
28436               <imagedata fileref="images/patrons/readinghistory-export.png"/>
28437             </imageobject>
28438           </mediaobject>
28439         </screenshot>
28440
28441         <para>This will generate a text file with one barcode per line.</para>
28442       </section>
28443
28444       <section id="patmodlog">
28445         <title>Modification Log</title>
28446
28447         <para>If you have set your <link linkend="BorrowersLog">BorrowersLog</link> to track changes to patron
28448         records, then this tab will appear. The Modification Log will show
28449         when changes were made to the patron record. If you also have turned
28450         on the <link linkend="IssueLog">IssueLog</link> and <link linkend="ReturnLog">ReturnLog</link> you will see checkins and outs on
28451         this screen as well.</para>
28452
28453         <screenshot>
28454           <screeninfo>Changes to Patron</screeninfo>
28455
28456           <mediaobject>
28457             <imageobject>
28458               <imagedata fileref="images/patrons/borrowerlog.png"/>
28459             </imageobject>
28460           </mediaobject>
28461         </screenshot>
28462
28463         <itemizedlist>
28464           <listitem>
28465             <para>The Librarian field shows the patron number for the
28466             librarian who made the changes</para>
28467           </listitem>
28468
28469           <listitem>
28470             <para>The module lists 'MEMBERS' for the patron module</para>
28471           </listitem>
28472
28473           <listitem>
28474             <para>The action will tell you what action was being logged</para>
28475           </listitem>
28476
28477           <listitem>
28478             <para>The Object field lists the borrowernumber that is being
28479             modified (in the example above, it was my changing my own
28480             record)</para>
28481           </listitem>
28482         </itemizedlist>
28483       </section>
28484
28485       <section id="patnotices">
28486         <title>Notices</title>
28487
28488         <para>The <link linkend="setpatronmessaging">patron's messaging
28489         preferences</link> are set when <link linkend="addnewpatron">adding</link> or <link linkend="editpatrons">editing</link> the patron. This tab will show
28490         the messages that have been sent and those that are queued to be
28491         sent:</para>
28492
28493         <screenshot>
28494           <screeninfo>Patron Notices Tab</screeninfo>
28495
28496           <mediaobject>
28497             <imageobject>
28498               <imagedata fileref="images/patrons/patnoticestab.png"/>
28499             </imageobject>
28500           </mediaobject>
28501         </screenshot>
28502
28503         <para>Clicking on the message title will expand the view to show you
28504         the full text of the message that was sent.</para>
28505
28506         <screenshot>
28507           <screeninfo>Full message text</screeninfo>
28508
28509           <mediaobject>
28510             <imageobject>
28511               <imagedata fileref="images/patrons/patnoticestab-full.png"/>
28512             </imageobject>
28513           </mediaobject>
28514         </screenshot>
28515       </section>
28516
28517       <section id="patronstatstab">
28518         <title>Statistics</title>
28519
28520         <para>Depending on what you set for the values of your <link linkend="StatisticsFields">StatisticsFields</link> system preference,
28521         you can see statistics for one patron's circulation actions.</para>
28522
28523         <screenshot>
28524           <screeninfo>Patron's Statistics</screeninfo>
28525
28526           <mediaobject>
28527             <imageobject>
28528               <imagedata fileref="images/patrons/patronstats.png"/>
28529             </imageobject>
28530           </mediaobject>
28531         </screenshot>
28532       </section>
28533
28534       <section id="patronfiles">
28535         <title>Files</title>
28536
28537         <para>If you set the <link linkend="EnableBorrowerFiles">EnableBorrowerFiles</link> preference to
28538         'Do' the Files tab will be visible on the patron information
28539         page.</para>
28540
28541         <screenshot>
28542           <screeninfo>Patron Files Tab</screeninfo>
28543
28544           <mediaobject>
28545             <imageobject>
28546               <imagedata fileref="images/patrons/patronfilestab.png"/>
28547             </imageobject>
28548           </mediaobject>
28549         </screenshot>
28550
28551         <para>From here you can upload files to attach to the patron
28552         record.</para>
28553
28554         <screenshot>
28555           <screeninfo>Upload patron files</screeninfo>
28556
28557           <mediaobject>
28558             <imageobject>
28559               <imagedata fileref="images/patrons/nopatronfiles.png"/>
28560             </imageobject>
28561           </mediaobject>
28562         </screenshot>
28563
28564         <para>All files that are uploaded will appear above a form where
28565         additional files can be uploaded from.</para>
28566
28567         <screenshot>
28568           <screeninfo>List of files on the patron record</screeninfo>
28569
28570           <mediaobject>
28571             <imageobject>
28572               <imagedata fileref="images/patrons/patronfileslist.png"/>
28573             </imageobject>
28574           </mediaobject>
28575         </screenshot>
28576       </section>
28577       <section id="patronsuggestions">
28578         <title>Purchase Suggestions</title>
28579         <para>If the patron has made any purchase suggestions you will see a purchase suggestions
28580           tab on the patron record.<screenshot>
28581             <screeninfo>Patron purchase suggestions</screeninfo>
28582             <mediaobject>
28583               <imageobject>
28584                 <imagedata fileref="images/patrons/purchasesuggestions.png"/>
28585               </imageobject>
28586             </mediaobject>
28587           </screenshot></para>
28588         <para>From here you can see all suggestions made by the patron and their status, you can
28589           also create a purchase suggestion on the patron's behalf by clicking the 'New purchase
28590           suggestion' button at the top.</para>
28591         <para>Learn more about <link linkend="purchasesuggest">Purchase suggestions</link> in the
28592             <link linkend="acqmodule">Acquisitions</link> chapter of this manual.</para>
28593       </section>
28594       <section id="patrondischarge">
28595         <title>Patron discharges</title>
28596         <para>A discharge is a certificate that says the patron has no current checkouts, no holds
28597           and owe no money. To enable this option on the patron record you need to set the <link
28598             linkend="useDischarge">useDischarge</link> system preference to 'Allow'.</para>
28599                 <note>
28600                   <para>In France a "quitus" ("discharge") is needed if you want to register for an
28601                     account in a library or a university). </para>
28602                 </note>
28603                 <note>
28604                   <para>Academic libraries often require that you have a clear record at the library
28605                     before you can graduate.</para>
28606                 </note>
28607         <para>Patrons can <link linkend="opacdischarge">request discharges via the OPAC</link>. Any
28608           pending discharges will be listed below the menu buttons on the main staff client page<screenshot>
28609             <screeninfo>Pending discharges</screeninfo>
28610             <mediaobject>
28611               <imageobject>
28612                 <imagedata fileref="images/patrons/dischargepending.png"/>
28613               </imageobject>
28614             </mediaobject>
28615           </screenshot></para>
28616         <para>Clicking the pending requests will open a screen where you can allow those discharges<screenshot>
28617             <screeninfo>Pending discharges</screeninfo>
28618             <mediaobject>
28619               <imageobject>
28620                 <imagedata fileref="images/patrons/dischargependingapprove.png"/>
28621               </imageobject>
28622             </mediaobject>
28623           </screenshot></para>
28624         <para>To generate a discharge for a specific patron click the 'Discharge' tab on the left of
28625           the patron record<screenshot>
28626             <screeninfo>Discharge</screeninfo>
28627             <mediaobject>
28628               <imageobject>
28629                 <imagedata fileref="images/patrons/discharge.png"/>
28630               </imageobject>
28631             </mediaobject>
28632           </screenshot></para>
28633         <para>If the patron can have a discharge generated then it will have a button that says
28634           'Generate discharge'</para>
28635         <screenshot>
28636           <screeninfo>Generate discharge</screeninfo>
28637           <mediaobject>
28638             <imageobject>
28639               <imagedata fileref="images/patrons/generatedischarge.png"/>
28640             </imageobject>
28641           </mediaobject>
28642         </screenshot>
28643         <para>If not then you'll see an error explaining why you can't discharge the patron.</para>
28644         <screenshot>
28645           <screeninfo>Cannot discharge</screeninfo>
28646           <mediaobject>
28647             <imageobject>
28648               <imagedata fileref="images/patrons/cantdischarge.png"/>
28649             </imageobject>
28650           </mediaobject>
28651         </screenshot>
28652         <para>Once the letter is generated you will have a PDF to download</para>
28653         <screenshot>
28654           <screeninfo>Discharge letter</screeninfo>
28655           <mediaobject>
28656             <imageobject>
28657               <imagedata fileref="images/patrons/dischargeletter.png"/>
28658             </imageobject>
28659           </mediaobject>
28660         </screenshot>
28661         <para>The patron will have a restriction added to their account<screenshot>
28662             <screeninfo>Discharge restriction</screeninfo>
28663             <mediaobject>
28664               <imageobject>
28665                 <imagedata fileref="images/patrons/dischargerestrict.png"/>
28666               </imageobject>
28667             </mediaobject>
28668           </screenshot></para>
28669         <para>And a history of discharges will be added to the 'Discharge' tab<screenshot>
28670             <screeninfo>Discharge history</screeninfo>
28671             <mediaobject>
28672               <imageobject>
28673                 <imagedata fileref="images/patrons/dischargehistory.png"/>
28674               </imageobject>
28675             </mediaobject>
28676           </screenshot></para>
28677
28678
28679       </section>
28680     </section>
28681
28682     <section id="patronsearch">
28683       <title>Patron Search</title>
28684
28685       <para>Clicking on the link to the Patron module will bring you to a search/browse screen for
28686         patrons. From here you can search for a patron by any part of their name or their card
28687         number.</para>
28688
28689       <screenshot>
28690         <screeninfo>Patron Search</screeninfo>
28691
28692         <mediaobject>
28693           <imageobject>
28694             <imagedata fileref="images/patrons/patronsearch.png"/>
28695           </imageobject>
28696         </mediaobject>
28697       </screenshot>
28698       <para>Clicking the small plus sign [+] to the right of the search box will open up an advanced
28699         patron search with more filters including the ability to limit to a specific category and/or library.</para>
28700       <screenshot>
28701           <screeninfo>Expanded patron search</screeninfo>
28702           <mediaobject>
28703             <imageobject>
28704               <imagedata fileref="images/patrons/patronsearchexpand.png"/>
28705             </imageobject>
28706           </mediaobject>
28707         </screenshot>
28708       <para>You can also filter your patron results using the search options on the left hand side
28709         of the page.<screenshot>
28710           <screeninfo>Patron search filters</screeninfo>
28711           <mediaobject>
28712             <imageobject>
28713               <imagedata fileref="images/patrons/patronsearchfilters.png"/>
28714             </imageobject>
28715           </mediaobject>
28716         </screenshot></para>
28717
28718       <para>Depending on what you have chosen for the 'Search fields' you can
28719       search for patrons in various different ways.</para>
28720
28721       <screenshot>
28722         <screeninfo>Patron Search Fields</screeninfo>
28723
28724         <mediaobject>
28725           <imageobject>
28726             <imagedata fileref="images/patrons/patronfieldsearch.png"/>
28727           </imageobject>
28728         </mediaobject>
28729       </screenshot>
28730
28731       <itemizedlist>
28732         <listitem>
28733           <para>Standard:</para>
28734
28735           <itemizedlist>
28736             <listitem>
28737               <para>Enter any part of their name, username, email address or
28738               barcode</para>
28739             </listitem>
28740           </itemizedlist>
28741         </listitem>
28742
28743         <listitem>
28744           <para>Email:</para>
28745
28746           <itemizedlist>
28747             <listitem>
28748               <para>Enter any part of their email address and choose 'Contains' instead of 'Starts
28749                 with'</para>
28750             </listitem>
28751           </itemizedlist>
28752         </listitem>
28753
28754         <listitem>
28755           <para>Borrower number:</para>
28756
28757           <itemizedlist>
28758             <listitem>
28759               <para>Enter the Koha borrower number</para>
28760             </listitem>
28761           </itemizedlist>
28762         </listitem>
28763
28764         <listitem>
28765           <para>Phone number:</para>
28766
28767           <itemizedlist>
28768             <listitem>
28769               <para>Enter the phone number exactly as it is in the system or
28770               by using spaces between each batch of numbers.</para>
28771             </listitem>
28772
28773             <listitem>
28774               <para>Example: To find (212) 555-1212 you can search for it
28775               exactly as it was entered or by searching for 212 555
28776               1212</para>
28777             </listitem>
28778           </itemizedlist>
28779         </listitem>
28780
28781         <listitem>
28782           <para>Street address:</para>
28783
28784           <itemizedlist>
28785             <listitem>
28786               <para>Enter any part of the patron's address (includes all address fields) and choose
28787                 'Contains' instead of 'Starts with' to find the string anywhere in the
28788                 address</para>
28789             </listitem>
28790           </itemizedlist>
28791         </listitem>
28792         <listitem>
28793           <para>Date of birth<itemizedlist>
28794               <listitem>
28795                 <para>Birth dates should be entered using the format set forth in the <link
28796                     linkend="dateformat">dateformat</link> preference. </para>
28797               </listitem>
28798             </itemizedlist></para>
28799         </listitem>
28800         <listitem>
28801           <para>Sort field 1<itemizedlist>
28802               <listitem>
28803                 <para>This is a custom field that libraries can use for any type of data about the
28804                   patron.</para>
28805               </listitem>
28806             </itemizedlist></para>
28807         </listitem>
28808         <listitem>
28809           <para>Sort field 2<itemizedlist>
28810               <listitem>
28811                 <para>This is a custom field that libraries can use for any type of data about the
28812                   patron.</para>
28813               </listitem>
28814             </itemizedlist></para>
28815         </listitem>
28816       </itemizedlist>
28817       <para>You can also choose to either search for fields that start with the string you entered
28818         or contain the string.  Choosing 'Contains' will work like a wildcard search.</para>
28819       <screenshot>
28820           <screeninfo>Contains or Starts with Search</screeninfo>
28821           <mediaobject>
28822             <imageobject>
28823               <imagedata fileref="images/patrons/patronsearchcontains.png"/>
28824             </imageobject>
28825           </mediaobject>
28826         </screenshot>
28827
28828       <para>You can also browse through the patron records by clicking on the
28829       linked letters across the top.</para>
28830
28831       <screenshot>
28832         <screeninfo>Patron Browse</screeninfo>
28833
28834         <mediaobject>
28835           <imageobject>
28836             <imagedata fileref="images/patrons/patronbrowse.png"/>
28837           </imageobject>
28838         </mediaobject>
28839       </screenshot>
28840     </section>
28841   </chapter>
28842
28843   <chapter id="circulation">
28844     <title>Circulation</title>
28845
28846     <para>Circulation functions can be accessed in several different ways. On
28847     the main page of the staff client there are some quick links in the center
28848     of the page to check items out, in or transfer them. For a complete
28849     listing of Circulation functions you can visit the Circulation page which
28850     is linked from the top left of every page or from the center of the main
28851     page.</para>
28852
28853     <para>Before circulating your collection you will want to set your <link linkend="globalsysprefs">Global System Preferences</link>, <link linkend="basicparams">Basic Parameters</link> and <link linkend="patscirc">Patrons &amp; Circulation Rules</link>.</para>
28854
28855     <para>While in Circulation you can jump between the tabs on the quick
28856     search box at the top of the screen by using the following hot
28857     keys:</para>
28858
28859     <itemizedlist>
28860       <listitem>
28861         <para>jump to the catalog search with Alt+Q</para>
28862       </listitem>
28863
28864       <listitem>
28865         <para>jump to the checkout with Alt+U</para>
28866
28867         <itemizedlist>
28868           <listitem>
28869             <para>this will not work for Mac users</para>
28870           </listitem>
28871         </itemizedlist>
28872       </listitem>
28873
28874       <listitem>
28875         <para>jump to the checkin with Alt+R</para>
28876       </listitem>
28877     </itemizedlist>
28878
28879     <para><note>
28880         <para>Mac users use the OPTION button in place of ALT</para>
28881       </note></para>
28882
28883     <section id="checkingout">
28884       <title>Check Out (Issuing)</title>
28885
28886       <para>To begin the checkout process you must enter the patron barcode or
28887       part of their name. The checkout option appears in three main
28888       places:</para>
28889
28890       <itemizedlist>
28891         <listitem>
28892           <para>Check out option on the top of the main staff client</para>
28893
28894           <screenshot>
28895             <screeninfo>Check out box on main Koha Staff Client
28896             page</screeninfo>
28897
28898             <mediaobject>
28899               <imageobject>
28900                 <imagedata fileref="images/circ/checkoutmain.png"/>
28901               </imageobject>
28902             </mediaobject>
28903           </screenshot>
28904         </listitem>
28905
28906         <listitem>
28907           <para>Check out option on the patron record</para>
28908
28909           <screenshot>
28910             <screeninfo>Check out tab on a patron record</screeninfo>
28911
28912             <mediaobject>
28913               <imageobject>
28914                 <imagedata fileref="images/circ/checkoutpatron.png"/>
28915               </imageobject>
28916             </mediaobject>
28917           </screenshot>
28918         </listitem>
28919         <listitem>
28920           <para>If you have enabled <link linkend="batchcheckoutprefs">batch checkouts</link> then
28921             click the batch check out option on the patron record<screenshot>
28922               <screeninfo>Batch checkout</screeninfo>
28923               <mediaobject>
28924                 <imageobject>
28925                   <imagedata fileref="images/circ/batchcheckout.png"/>
28926                 </imageobject>
28927               </mediaobject>
28928             </screenshot></para>
28929         </listitem>
28930
28931         <listitem>
28932           <para>Check out option on the quick search bar on the circulation
28933           page</para>
28934
28935           <screenshot>
28936             <screeninfo>Check out tab on quick search bar</screeninfo>
28937
28938             <mediaobject>
28939               <imageobject>
28940                 <imagedata fileref="images/circ/circquickbox.png"/>
28941               </imageobject>
28942             </mediaobject>
28943           </screenshot>
28944         </listitem>
28945       </itemizedlist>
28946
28947       <section id="checkitemout">
28948         <title>Checking Items Out</title>
28949
28950         <para>To check an item out to a patron, first search for that patron using one of the many
28951           options listed above. You will then be presented with the checkout screen.</para>
28952         <screenshot>
28953           <screeninfo>Check Out Screen</screeninfo>
28954           <mediaobject>
28955             <imageobject>
28956               <imagedata fileref="images/circ/checkingout-noshow.png"/>
28957             </imageobject>
28958           </mediaobject>
28959         </screenshot>
28960         <para>If you have chosen to 'Always show checkouts immediately' then you will see the list
28961           of checkouts below the check out box.</para>
28962
28963         <screenshot>
28964           <screeninfo>Check Out Screen</screeninfo>
28965
28966           <mediaobject>
28967             <imageobject>
28968               <imagedata fileref="images/circ/checkingout.png"/>
28969             </imageobject>
28970           </mediaobject>
28971         </screenshot>
28972
28973         <para>At the top of the Check Out screen is a box for you to type or
28974         scan the item's barcode into.</para>
28975
28976         <itemizedlist>
28977           <listitem>
28978             <important>
28979               <para>Many modern barcode scanners will send a 'return' to the
28980               browser, making it so that the 'Check Out' button is
28981               automatically clicked</para>
28982             </important>
28983           </listitem>
28984
28985           <listitem>
28986             <para>If the barcode is not found you will be prompted to use fast cataloging to add the
28987               item. Learn more about <link linkend="fastaddcat">fast cataloging</link> later in this
28988               manual.</para>
28989           </listitem>
28990           <listitem>
28991             <para>If you have <link linkend="itemBarcodeFallbackSearch"
28992                 >itemBarcodeFallbackSearch</link> set to 'Enable' then you can enter a keyword
28993               search in this box instead of just a barcode (this will make it possible to check out
28994               using title and/or call number).</para>
28995           </listitem>
28996         </itemizedlist>
28997         <para>Below the box for the barcode you will see a checkbox for 'Automatic renewal'.  This
28998           will allow this item to automatically renew if the <link linkend="autorenewcron"
28999             >appropriate cron job</link> is running and there are no holds on the item.</para>
29000
29001         <para>Below the box for the barcode there may be options for you to
29002         override the default due date for the item.</para>
29003
29004         <itemizedlist>
29005           <listitem>
29006             <para>This option will only appear if you have set the <link linkend="SpecifyDueDate">SpecifyDueDate</link> system preference
29007             to allow staff to override the due date</para>
29008           </listitem>
29009         </itemizedlist>
29010         <para>If you're allowing the <link linkend="OnSiteCheckouts">checkout of items on
29011             site</link> to patrons (these are usually items that are not for loan that you would
29012           like to check for in library use) then you will see the 'On-site checkout' checkbox.<screenshot>
29013             <screeninfo>On-site checkout</screeninfo>
29014             <mediaobject>
29015               <imageobject>
29016                 <imagedata fileref="images/circ/allowonsitecheckout.png"/>
29017               </imageobject>
29018             </mediaobject>
29019           </screenshot></para>
29020
29021         <para>At the bottom of the page there is a summary of the patron's
29022         current checked out items along with the due date (and time if the
29023         item is an hourly loan), items checked out today will appear at the
29024         top.</para>
29025
29026         <note>
29027           <para>Items that are hourly loan items will include the time with the due date.</para>
29028         </note>
29029
29030         <screenshot>
29031           <screeninfo>Patron's checkout summary</screeninfo>
29032
29033           <mediaobject>
29034             <imageobject>
29035               <imagedata fileref="images/circ/checkoutsummary.png"/>
29036             </imageobject>
29037           </mediaobject>
29038         </screenshot>
29039         <para>If you checked out an item for on site use you will see that highlighted in red in the
29040           checkout summary.</para>
29041         <screenshot>
29042           <screeninfo>Patron's on-site checkout </screeninfo>
29043           <mediaobject>
29044             <imageobject>
29045               <imagedata fileref="images/circ/onsitecheckout.png"/>
29046             </imageobject>
29047           </mediaobject>
29048         </screenshot>
29049         <para>If you have set your <link linkend="ExportWithCsvProfile">ExportWithCsvProfile</link>
29050           preference, you will also see the option to export the patron's current checkout
29051           information using a CSV Profile or ISO2709 (MARC21) format.</para>
29052         <screenshot>
29053           <screeninfo>Export patron's checkout information</screeninfo>
29054           <mediaobject>
29055             <imageobject>
29056               <imagedata fileref="images/circ/exportcheckouts.png"/>
29057             </imageobject>
29058           </mediaobject>
29059         </screenshot>
29060
29061         <para>Also at the bottom of the page is the list of items the patron
29062         has on hold</para>
29063
29064         <screenshot>
29065           <screeninfo>Holds summary on check out screen</screeninfo>
29066
29067           <mediaobject>
29068             <imageobject>
29069               <imagedata fileref="images/circ/holdssummary.png"/>
29070             </imageobject>
29071           </mediaobject>
29072         </screenshot>
29073
29074         <para>From the holds list you can suspend or resume patrons holds
29075         using the options at the bottom of the list if you have the <link linkend="SuspendHoldsIntranet">SuspendHoldsIntranet</link> preference
29076         set to 'allow.'</para>
29077
29078         <note>
29079           <para>If you have your <link linkend="AutoResumeSuspendedHolds">AutoResumeSuspendedHolds</link>
29080           preference set to "Don't allow" then you will not have the option to
29081           put an end date on the hold suspension</para>
29082         </note>
29083
29084         <para>If there are notes on the patron record these will appear to the
29085         right of the checkout box</para>
29086
29087         <screenshot>
29088           <screeninfo>Patron notes on check out screen</screeninfo>
29089
29090           <mediaobject>
29091             <imageobject>
29092               <imagedata fileref="images/circ/patronnotes.png"/>
29093             </imageobject>
29094           </mediaobject>
29095         </screenshot>
29096
29097         <para>If the patron has a hold waiting at the library that too will
29098         appear to the right of the check out box making it easy for the
29099         circulation librarian to see that there is another item to give the
29100         patron</para>
29101
29102         <screenshot>
29103           <screeninfo>Hold waiting message on check out screen</screeninfo>
29104
29105           <mediaobject>
29106             <imageobject>
29107               <imagedata fileref="images/circ/holdwaiting.png"/>
29108             </imageobject>
29109           </mediaobject>
29110         </screenshot>
29111         <para>The details of the checkouts will appear on the bib detail page in the staff client as
29112           well.</para>
29113         <screenshot>
29114           <screeninfo>Circulation information on holdings tab</screeninfo>
29115           <mediaobject>
29116             <imageobject>
29117               <imagedata fileref="images/circ/circonholdings.png"/>
29118             </imageobject>
29119           </mediaobject>
29120         </screenshot>
29121
29122         <section id="printcircreceipt">
29123           <title>Printing Receipts</title>
29124
29125           <para>Once you have checked out all of the items for the patron you
29126           can print them a receipt by choosing one of two methods.</para>
29127
29128           <para>If you have the <link linkend="CircAutoPrintQuickSlip">CircAutoPrintQuickSlip</link>
29129           preference set to 'open a print quick slip window' you can simply
29130           hit enter on your keyboard or scan a blank piece of paper with your
29131           barcode scanner. The idea being that you're "checking out" a blank
29132           barcode which triggers Koha to print the 'Quick slip.'</para>
29133
29134           <para>You can also click the Print button at the top of the screen
29135           and choose 'Print slip' or 'Print quick slip'.</para>
29136
29137           <screenshot>
29138             <screeninfo>Print receipt to slip printer</screeninfo>
29139
29140             <mediaobject>
29141               <imageobject>
29142                 <imagedata fileref="images/circ/printslip.png"/>
29143               </imageobject>
29144             </mediaobject>
29145           </screenshot>
29146
29147           <para>If you choose 'Print slip' it will print all of the items the
29148           patron has checked out, including those they checked out at an
29149           earlier date. Choosing 'Print quick slip' will print only the items
29150           that were checked out today.</para>
29151           <para>'Print summary' will generate a full page summary for the patron's circulation
29152             information and 'Print overdues' will print out a slip that lists all items that are
29153             overdue.</para>
29154
29155           <para>What prints on the slips can be customized by altering the
29156           slip templates under the <link linkend="notices">Notices &amp;
29157           Slips</link> tool.</para>
29158         </section>
29159
29160         <section id="clearpatroninfo">
29161           <title>Clear Patron Information</title>
29162
29163           <para>When you're done checking an item out if you have the <link linkend="DisplayClearScreenButton">DisplayClearScreenButton</link>
29164           preference set to 'Show' you can clear the current patron by
29165           clicking the X in the top right of the patron's info to remove the
29166           current patron from the screen and start over.</para>
29167
29168           <screenshot>
29169             <screeninfo>Clear Screen Button</screeninfo>
29170
29171             <mediaobject>
29172               <imageobject>
29173                 <imagedata fileref="images/admin/globalprefs/DisplayClearScreenButton.png"/>
29174               </imageobject>
29175             </mediaobject>
29176           </screenshot>
29177
29178           <para>If you have the <link linkend="CircAutoPrintQuickSlip">CircAutoPrintQuickSlip</link>
29179           preference set to 'clear the screen' then you simply need to hit
29180           enter or scan a blank barcode and the screen will be cleared of the
29181           current patron.</para>
29182         </section>
29183       </section>
29184       <section id="batchcheckout">
29185         <title>Batch Checkouts</title>
29186         <para>If you would like to perform a batch check out you can do so by turning on the <link
29187             linkend="BatchCheckouts">BatchCheckouts</link> system preference and assigning the
29188           proper patron categories via the <link linkend="BatchCheckoutsValidCategories"
29189             >BatchCheckoutsValidCategories</link> preference.  This will allow you to use an RFID
29190           pad that reads multiple barcodes or perform a batch check out for training internal use.<screenshot>
29191             <screeninfo>Batch checkouts</screeninfo>
29192             <mediaobject>
29193               <imageobject>
29194                 <imagedata fileref="images/circ/batchcheckoutscan.png"/>
29195               </imageobject>
29196             </mediaobject>
29197           </screenshot></para>
29198         <para>From this screen you can scan several barcodes or load a file of barcodes.  If those
29199           items cannot be checked out they will provide a warning on the following screen</para>
29200         <screenshot>
29201           <screeninfo>Batch checkout warnings</screeninfo>
29202           <mediaobject>
29203             <imageobject>
29204               <imagedata fileref="images/circ/batchcheckoutwarn.png"/>
29205             </imageobject>
29206           </mediaobject>
29207         </screenshot>
29208         <para>If you are using a statistical patron type then you'll see that local use was recorded
29209           for each item you scanned.</para>
29210         <screenshot>
29211           <screeninfo>Batch local use</screeninfo>
29212           <mediaobject>
29213             <imageobject>
29214               <imagedata fileref="images/circ/batchlocaluse.png"/>
29215             </imageobject>
29216           </mediaobject>
29217         </screenshot>
29218       </section>
29219
29220       <section id="checkoutmsg">
29221         <title>Check Out Messages</title>
29222
29223         <para>If you check out an item that has multiple pieces and you have
29224         cataloged that information in subfield 3 of the item record (in
29225         MARC21) a message will pop up when you check out that item telling you
29226         how many pieces should be there.</para>
29227
29228         <screenshot>
29229           <screeninfo>Materials in the checked out item</screeninfo>
29230
29231           <mediaobject>
29232             <imageobject>
29233               <imagedata fileref="images/circ/materialspecified.png"/>
29234             </imageobject>
29235           </mediaobject>
29236         </screenshot>
29237
29238         <para>There are times when Koha will prevent the librarian from being
29239         able to check out items to a patron. When this happens a warning will
29240         appear notifying the librarian of why the patron cannot check items
29241         out.</para>
29242
29243         <itemizedlist>
29244           <listitem>
29245             <para>Patron owes too much in fines</para>
29246
29247             <screenshot>
29248               <screeninfo>Patron owes too much in fines</screeninfo>
29249
29250               <mediaobject>
29251                 <imageobject>
29252                   <imagedata fileref="images/circ/fineswarning.png"/>
29253                 </imageobject>
29254               </mediaobject>
29255             </screenshot>
29256
29257             <itemizedlist>
29258               <listitem>
29259                 <para>You can set the amount at which patron checkouts are
29260                 blocked with the <link linkend="noissuescharge">noissuescharge</link> system
29261                 preference</para>
29262               </listitem>
29263             </itemizedlist>
29264           </listitem>
29265
29266           <listitem>
29267             <para>Patron has a restriction on their account</para>
29268
29269             <screenshot>
29270               <screeninfo>Patron account restricted</screeninfo>
29271
29272               <mediaobject>
29273                 <imageobject>
29274                   <imagedata fileref="images/circ/debarwarning.png"/>
29275                 </imageobject>
29276               </mediaobject>
29277             </screenshot>
29278
29279             <itemizedlist>
29280               <listitem>
29281                 <para>This can be set by the librarian editing a patron record and adding a <link
29282                     linkend="patronflags">restriction</link> or by the <link
29283                     linkend="noticetriggers">Overdue/Notice Status Triggers</link></para>
29284               </listitem>
29285               <listitem>
29286                 <para>If the staff member has the right permission they can override the restriction
29287                   temporarily</para>
29288                 <screenshot>
29289                   <screeninfo>Patron account restricted</screeninfo>
29290                   <mediaobject>
29291                     <imageobject>
29292                       <imagedata fileref="images/circ/overridetemporarily.png"/>
29293                     </imageobject>
29294                   </mediaobject>
29295                 </screenshot>
29296               </listitem>
29297             </itemizedlist>
29298           </listitem>
29299
29300           <listitem>
29301             <para>Patron needs to confirm their address</para>
29302
29303             <screenshot>
29304               <screeninfo>Patron's address warning</screeninfo>
29305
29306               <mediaobject>
29307                 <imageobject>
29308                   <imagedata fileref="images/circ/addresswarning.png"/>
29309                 </imageobject>
29310               </mediaobject>
29311             </screenshot>
29312
29313             <itemizedlist>
29314               <listitem>
29315                 <para>This can be set by the librarian editing a patron record
29316                 and adding a <link linkend="patronflags">flag</link></para>
29317               </listitem>
29318             </itemizedlist>
29319           </listitem>
29320
29321           <listitem>
29322             <para>Patrons has lost their library card</para>
29323
29324             <screenshot>
29325               <screeninfo>Lost patron card warning</screeninfo>
29326
29327               <mediaobject>
29328                 <imageobject>
29329                   <imagedata fileref="images/circ/lostcardwarning.png"/>
29330                 </imageobject>
29331               </mediaobject>
29332             </screenshot>
29333
29334             <itemizedlist>
29335               <listitem>
29336                 <para>This can be set by the librarian editing a patron record
29337                 and adding a <link linkend="patronflags">flag</link></para>
29338               </listitem>
29339             </itemizedlist>
29340           </listitem>
29341         </itemizedlist>
29342       </section>
29343
29344       <section id="checkoutwarn">
29345         <title>Check Out Warnings</title>
29346
29347         <para>Sometimes checkouts will trigger warning messages that will
29348         appear in a yellow box above the check out field. These warnings need
29349         to be acknowledged before you will be able to continue checking items
29350         out.</para>
29351
29352         <itemizedlist>
29353           <listitem>
29354             <para>Patron has outstanding fines</para>
29355
29356             <screenshot>
29357               <screeninfo>Patron has a debt</screeninfo>
29358
29359               <mediaobject>
29360                 <imageobject>
29361                   <imagedata fileref="images/circ/warnings/patrondebt.png"/>
29362                 </imageobject>
29363               </mediaobject>
29364             </screenshot>
29365           </listitem>
29366
29367           <listitem>
29368             <para>Item on hold for someone else</para>
29369
29370             <screenshot>
29371               <screeninfo>Item is on hold for someone else</screeninfo>
29372
29373               <mediaobject>
29374                 <imageobject>
29375                   <imagedata fileref="images/circ/warnings/onhold.png"/>
29376                 </imageobject>
29377               </mediaobject>
29378             </screenshot>
29379           </listitem>
29380
29381           <listitem>
29382             <para>Item should be on the hold shelf waiting for someone
29383             else</para>
29384
29385             <screenshot>
29386               <screeninfo>Item is on hold shelf waiting for someone
29387               else</screeninfo>
29388
29389               <mediaobject>
29390                 <imageobject>
29391                   <imagedata fileref="images/circ/warnings/holdwaiting.png"/>
29392                 </imageobject>
29393               </mediaobject>
29394             </screenshot>
29395           </listitem>
29396
29397           <listitem>
29398             <para>Item already checked out to this patron</para>
29399
29400             <screenshot>
29401               <screeninfo>Item is currently checked out to this
29402               patron</screeninfo>
29403
29404               <mediaobject>
29405                 <imageobject>
29406                   <imagedata fileref="images/circ/warnings/alreadycheckedout.png"/>
29407                 </imageobject>
29408               </mediaobject>
29409             </screenshot>
29410           </listitem>
29411
29412           <listitem>
29413             <para>Item checked out to another patron</para>
29414
29415             <screenshot>
29416               <screeninfo>Item checked out to another patron</screeninfo>
29417
29418               <mediaobject>
29419                 <imageobject>
29420                   <imagedata fileref="images/circ/warnings/checkedoutelse.png"/>
29421                 </imageobject>
29422               </mediaobject>
29423             </screenshot>
29424             <itemizedlist>
29425               <listitem>
29426                 <para>This warning will allow you to place a hold on the item for the patron you're
29427                   trying to check it out to.</para>
29428               </listitem>
29429             </itemizedlist>
29430           </listitem>
29431
29432           <listitem>
29433             <para>Item not for loan</para>
29434
29435             <screenshot>
29436               <screeninfo>Item is not normally for loan</screeninfo>
29437
29438               <mediaobject>
29439                 <imageobject>
29440                   <imagedata fileref="images/circ/warnings/notforloan.png"/>
29441                 </imageobject>
29442               </mediaobject>
29443             </screenshot>
29444           </listitem>
29445
29446           <listitem>
29447             <para>Patron has too many things checked out and <link linkend="AllowTooManyOverride"
29448                 >AllowTooManyOverride</link> is set to 'Allow'</para>
29449
29450             <screenshot>
29451               <screeninfo>Too many checkouts</screeninfo>
29452
29453               <mediaobject>
29454                 <imageobject>
29455                   <imagedata fileref="images/circ/warnings/toomanycheckouts.png"/>
29456                 </imageobject>
29457               </mediaobject>
29458             </screenshot>
29459           </listitem>
29460           <listitem>
29461             <para>Patron has too many things checked out and <link linkend="AllowTooManyOverride"
29462                 >AllowTooManyOverride</link> is set to "Don't allow"</para>
29463             <screenshot>
29464               <screeninfo>Too many checkouts</screeninfo>
29465               <mediaobject>
29466                 <imageobject>
29467                   <imagedata fileref="images/circ/warnings/toomanycheckouts-no.png"/>
29468                 </imageobject>
29469               </mediaobject>
29470             </screenshot>
29471           </listitem>
29472
29473           <listitem>
29474             <para>Item cannot be renewed</para>
29475
29476             <screenshot>
29477               <screeninfo>No more renewals</screeninfo>
29478
29479               <mediaobject>
29480                 <imageobject>
29481                   <imagedata fileref="images/circ/warnings/norenewals.png"/>
29482                 </imageobject>
29483               </mediaobject>
29484             </screenshot>
29485
29486             <itemizedlist>
29487               <listitem>
29488                 <para>This can be overridden with the <link linkend="AllowRenewalLimitOverride">AllowRenewalLimitOverride</link>
29489                 system preference</para>
29490               </listitem>
29491             </itemizedlist>
29492           </listitem>
29493
29494           <listitem>
29495             <para>Barcode not found</para>
29496
29497             <screenshot>
29498               <screeninfo>Barcode not found</screeninfo>
29499
29500               <mediaobject>
29501                 <imageobject>
29502                   <imagedata fileref="images/circ/barcodefastadd.png"/>
29503                 </imageobject>
29504               </mediaobject>
29505             </screenshot>
29506
29507             <itemizedlist>
29508               <listitem>
29509                 <para>Learn more about <link linkend="fastaddcat">fast
29510                 cataloging</link> later in this manual.</para>
29511               </listitem>
29512             </itemizedlist>
29513           </listitem>
29514
29515           <listitem>
29516             <para>Item being checked out is marked as 'lost'</para>
29517
29518             <itemizedlist>
29519               <listitem>
29520                 <para>Depending on the value in your <link linkend="IssueLostItem">IssueLostItem</link> preference, you
29521                 may just see a warning</para>
29522
29523                 <screenshot>
29524                   <screeninfo>Warning that item is lost</screeninfo>
29525
29526                   <mediaobject>
29527                     <imageobject>
29528                       <imagedata fileref="images/circ/lostitemmsg.png"/>
29529                     </imageobject>
29530                   </mediaobject>
29531                 </screenshot>
29532
29533                 <para>or a confirmation box</para>
29534
29535                 <screenshot>
29536                   <screeninfo>Confirm checkout of lost item</screeninfo>
29537
29538                   <mediaobject>
29539                     <imageobject>
29540                       <imagedata fileref="images/circ/lostitemconfirm.png"/>
29541                     </imageobject>
29542                   </mediaobject>
29543                 </screenshot>
29544               </listitem>
29545             </itemizedlist>
29546           </listitem>
29547
29548           <listitem>
29549             <para>Item being checked out is not recommended for a patron of
29550             this age</para>
29551
29552             <screenshot>
29553               <screeninfo>Age warning</screeninfo>
29554
29555               <mediaobject>
29556                 <imageobject>
29557                   <imagedata fileref="images/circ/warnings/agewarning.png"/>
29558                 </imageobject>
29559               </mediaobject>
29560             </screenshot>
29561           </listitem>
29562           <listitem>
29563             <para>Item being checked out meets the <link linkend="decreaseLoanHighHolds">decreaseLoanHighHolds</link> system preference criteria</para>
29564             <screenshot>
29565               <screeninfo>Too many holds</screeninfo>
29566               <mediaobject>
29567                 <imageobject>
29568                   <imagedata fileref="images/circ/warnings/decreaseLoanHighHoldsDuration.png"/>
29569                 </imageobject>
29570               </mediaobject>
29571             </screenshot>
29572           </listitem>
29573         </itemizedlist>
29574       </section>
29575     </section>
29576
29577     <section id="circrenew">
29578       <title>Renewing</title>
29579
29580       <para>Checked out items can be renewed (checked out for another period of time) based on your
29581           <link linkend="circfinerules">circulation rules</link> and <link
29582           linkend="RenewalPeriodBase">renewal preferences</link>. </para>
29583       <para>If <link linkend="OpacRenewalAllowed">you allow it</link>, patrons can renew their own
29584         items via the OPAC, but sometimes you'll need to help them by renewing their items via the
29585         staff client. </para>
29586       <para>To renew items checked out to a patron, you can do one of two things. </para>
29587       <para>The first is to visit their details page or checkout page and review their checkout
29588         summary at the bottom.</para>
29589
29590       <screenshot>
29591         <screeninfo>Circulation Summary</screeninfo>
29592
29593         <mediaobject>
29594           <imageobject>
29595             <imagedata fileref="images/circ/circsummary.png"/>
29596           </imageobject>
29597         </mediaobject>
29598       </screenshot>
29599
29600       <para>In the Renew column you will see how many times each item has been
29601       renewed and a checkbox to renew the item for the patron. Check the boxed
29602       of the items you would like to renew and click the 'Renew or Return
29603       checked items' button, or to renew all items checked out to the patron
29604       simply click the 'Renew all' button.</para>
29605
29606       <screenshot>
29607         <screeninfo>Renew buttons</screeninfo>
29608
29609         <mediaobject>
29610           <imageobject>
29611             <imagedata fileref="images/circ/renewbutton.png"/>
29612           </imageobject>
29613         </mediaobject>
29614       </screenshot>
29615
29616       <para>Sometimes renewals will be blocked based on your circulation
29617       rules, to override this block you must have your <link linkend="AllowRenewalLimitOverride">AllowRenewalLimitOverride</link>
29618       preference set to 'Allow'. If you allow renewal limit overrides, you
29619       will see a checkbox at the bottom left of the circulation summary. Check
29620       that box and then choose the items you would like to renew.</para>
29621
29622       <screenshot>
29623         <screeninfo>Override renewal limit</screeninfo>
29624
29625         <mediaobject>
29626           <imageobject>
29627             <imagedata fileref="images/circ/overriderenew.png"/>
29628           </imageobject>
29629         </mediaobject>
29630       </screenshot>
29631
29632       <para>Checking that box will add checkboxes in the renew column above
29633       where before the item was not renewable.</para>
29634       <para>The second option is to visit the 'Renew' page found under the Circulation menu.</para>
29635       <screenshot>
29636         <screeninfo>Renew</screeninfo>
29637         <mediaobject>
29638           <imageobject>
29639             <imagedata fileref="images/circ/renewcirc.png"/>
29640           </imageobject>
29641         </mediaobject>
29642       </screenshot>
29643       <para>And scan the barcodes of the items you would like to renew.</para>
29644       <screenshot>
29645         <screeninfo>Barcode to renew</screeninfo>
29646         <mediaobject>
29647           <imageobject>
29648             <imagedata fileref="images/circ/renewbarcode.png"/>
29649           </imageobject>
29650         </mediaobject>
29651       </screenshot>
29652       <para>If the item is renewed you will receive a confirmation message.</para>
29653       <screenshot>
29654         <screeninfo>Item renewed</screeninfo>
29655         <mediaobject>
29656           <imageobject>
29657             <imagedata fileref="images/circ/renewed.png"/>
29658           </imageobject>
29659         </mediaobject>
29660       </screenshot>
29661       <para>If the barcode is not found you will be presented with an error.</para>
29662       <screenshot>
29663         <screeninfo>No barcode found</screeninfo>
29664         <mediaobject>
29665           <imageobject>
29666             <imagedata fileref="images/circ/renewnomatch.png"/>
29667           </imageobject>
29668         </mediaobject>
29669       </screenshot>
29670       <para>If the item is not actually checked out you will also receive an error.</para>
29671       <screenshot>
29672         <screeninfo>Item not checked out</screeninfo>
29673         <mediaobject>
29674           <imageobject>
29675             <imagedata fileref="images/circ/renewnotchecked.png"/>
29676           </imageobject>
29677         </mediaobject>
29678       </screenshot>
29679     </section>
29680
29681     <section id="checkingin">
29682       <title>Check In (Returning)</title>
29683
29684       <para>Checking in items can be performed from various different
29685       locations</para>
29686
29687       <itemizedlist>
29688         <listitem>
29689           <para>The check in box on the top of the main staff client</para>
29690
29691           <screenshot>
29692             <screeninfo>Check out box on main Koha Staff Client
29693             page</screeninfo>
29694
29695             <mediaobject>
29696               <imageobject>
29697                 <imagedata fileref="images/circ/checkinmain.png"/>
29698               </imageobject>
29699             </mediaobject>
29700           </screenshot>
29701         </listitem>
29702
29703         <listitem>
29704           <para>The check in option on the quick search bar on the Circulation
29705             page</para>
29706           <screenshot>
29707               <screeninfo>Check in tab on quick search bar</screeninfo>
29708
29709               <mediaobject>
29710                 <imageobject>
29711                   <imagedata fileref="images/circ/checkinquickbox.png"/>
29712                 </imageobject>
29713               </mediaobject>
29714             </screenshot>
29715         </listitem>
29716
29717         <listitem>
29718           <para>The check in link on the patron's checkout summary (and on the
29719           checkout summary page)</para>
29720
29721           <screenshot>
29722             <screeninfo>Patron checkout summary includes 'Check In'
29723             link</screeninfo>
29724
29725             <mediaobject>
29726               <imageobject>
29727                 <imagedata fileref="images/circ/checkinlink.png"/>
29728               </imageobject>
29729             </mediaobject>
29730           </screenshot>
29731         </listitem>
29732
29733         <listitem>
29734           <para>The Check in page under the Circulation menu</para>
29735
29736           <screenshot>
29737             <screeninfo>Check in link on Circulation Module</screeninfo>
29738
29739             <mediaobject>
29740               <imageobject>
29741                 <imagedata fileref="images/circ/checkincirc.png"/>
29742               </imageobject>
29743             </mediaobject>
29744           </screenshot>
29745         </listitem>
29746       </itemizedlist>
29747
29748       <section id="checkitemin">
29749         <title>Checking Items In</title>
29750
29751         <para>To check an item in scan the barcode for the item into the box
29752         provided. A summary of all items checked in will appear below the
29753         checkin box</para>
29754
29755         <screenshot>
29756           <screeninfo>Check In Summary</screeninfo>
29757
29758           <mediaobject>
29759             <imageobject>
29760               <imagedata fileref="images/circ/checkin.png"/>
29761             </imageobject>
29762           </mediaobject>
29763         </screenshot>
29764
29765         <para>If you are checking items in that were put in the book drop while the library was
29766           closed you can check the 'Book drop mode' box before scanning items. This will effectively
29767           roll back the returned date to the last date the library was open.</para>
29768
29769         <itemizedlist>
29770           <listitem>
29771             <para>This requires that you have your closings added to the <link linkend="calholidays">Holidays &amp; Calendar Tool </link></para>
29772           </listitem>
29773         </itemizedlist>
29774
29775         <para>You can also choose to forgive all overdue charges for items you
29776         are checking in by checking the 'Forgive overdue charges' box before
29777         scanning items.</para>
29778         <para>If you have the <link linkend="SpecifyReturnDate">SpecifyReturnDate</link> preference
29779           set to 'Allow' you will be able to arbitrarily set the return date from below the check in box.<screenshot>
29780             <screeninfo>Specify check in date</screeninfo>
29781             <mediaobject>
29782               <imageobject>
29783                 <imagedata fileref="images/circ/SpecifyReturnDate.png"/>
29784               </imageobject>
29785             </mediaobject>
29786           </screenshot></para>
29787       </section>
29788
29789       <section id="checkinmsg">
29790         <title>Check In Messages</title>
29791
29792         <para>There are several messages that can appear when checking items
29793         in:</para>
29794
29795         <itemizedlist>
29796           <listitem>
29797             <para>If you are checking an item in at a library other than the
29798             home branch, a message will appear asking you to transfer the book
29799             to the home library</para>
29800
29801             <screenshot>
29802               <screeninfo>Check in Transfer Message</screeninfo>
29803
29804               <mediaobject>
29805                 <imageobject>
29806                   <imagedata fileref="images/circ/checkintransfer.png"/>
29807                 </imageobject>
29808               </mediaobject>
29809             </screenshot>
29810
29811             <itemizedlist>
29812               <listitem>
29813                 <para>After this item is checked in the status of the item
29814                 will be changed in the catalog to 'in transit'</para>
29815
29816                 <screenshot>
29817                   <screeninfo>In Transit Status</screeninfo>
29818
29819                   <mediaobject>
29820                     <imageobject>
29821                       <imagedata fileref="images/circ/transferstatus.png"/>
29822                     </imageobject>
29823                   </mediaobject>
29824                 </screenshot>
29825               </listitem>
29826
29827               <listitem>
29828                 <para>To mark an item as back at the home branch, check the
29829                 item in at the home branch</para>
29830
29831                 <screenshot>
29832                   <screeninfo>Check In Transferred Item</screeninfo>
29833
29834                   <mediaobject>
29835                     <imageobject>
29836                       <imagedata fileref="images/circ/transfercheckin.png"/>
29837                     </imageobject>
29838                   </mediaobject>
29839                 </screenshot>
29840
29841                 <itemizedlist>
29842                   <listitem>
29843                     <para>A message will appear tell you that the item is not
29844                     checked out, but the status will now say available in the
29845                     catalog. This step is necessary to mark items as received
29846                     by the home branch.</para>
29847                   </listitem>
29848                 </itemizedlist>
29849               </listitem>
29850             </itemizedlist>
29851           </listitem>
29852
29853           <listitem>
29854             <para>If you are checking in an item that should have multiple
29855             parts or pieces a message will appear warning you about the number
29856             of pieces you should have in your hand</para>
29857
29858             <screenshot>
29859               <screeninfo>Materials Specified</screeninfo>
29860
29861               <mediaobject>
29862                 <imageobject>
29863                   <imagedata fileref="images/circ/materialspecified.png"/>
29864                 </imageobject>
29865               </mediaobject>
29866             </screenshot>
29867           </listitem>
29868
29869           <listitem>
29870             <para>If you're checking an item in that has a hold on it, you
29871             will be prompted to confirm the hold</para>
29872
29873             <screenshot>
29874               <screeninfo>Hold Found Check In Message</screeninfo>
29875
29876               <mediaobject>
29877                 <imageobject>
29878                   <imagedata fileref="images/circ/holdfound.png"/>
29879                 </imageobject>
29880               </mediaobject>
29881             </screenshot>
29882
29883             <itemizedlist>
29884               <listitem>
29885                 <para>Clicking the Confirm hold button will mark the item as
29886                 waiting for pickup from the library</para>
29887
29888                 <screenshot>
29889                   <screeninfo>Hold waiting at the library</screeninfo>
29890
29891                   <mediaobject>
29892                     <imageobject>
29893                       <imagedata fileref="images/circ/waitingstatus.png"/>
29894                     </imageobject>
29895                   </mediaobject>
29896                 </screenshot>
29897               </listitem>
29898
29899               <listitem>
29900                 <para>Clicking the Print Slip and Confirm button will mark the
29901                 item as waiting for pickup at the library and present the
29902                 library with a receipt to print and place on the book with the
29903                 patron's information</para>
29904               </listitem>
29905
29906               <listitem>
29907                 <para>Ignoring the hold will leave the item on hold, but leave
29908                 its status as Available (it will not cancel the hold)</para>
29909               </listitem>
29910             </itemizedlist>
29911           </listitem>
29912
29913           <listitem>
29914             <para>If you're checking in an item that has a hold on it at
29915             another branch you will be prompted to confirm and transfer the
29916             item</para>
29917
29918             <screenshot>
29919               <screeninfo>Hold found for another branch</screeninfo>
29920
29921               <mediaobject>
29922                 <imageobject>
29923                   <imagedata fileref="images/circ/holdconfirmtransfer.png"/>
29924                 </imageobject>
29925               </mediaobject>
29926             </screenshot>
29927
29928             <itemizedlist>
29929               <listitem>
29930                 <para>Clicking the Confirm hold and Transfer button will mark
29931                 the item as in transit to the library where the hold was
29932                 placed</para>
29933
29934                 <screenshot>
29935                   <screeninfo>In transit hold status</screeninfo>
29936
29937                   <mediaobject>
29938                     <imageobject>
29939                       <imagedata fileref="images/circ/intransithold.png"/>
29940                     </imageobject>
29941                   </mediaobject>
29942                 </screenshot>
29943               </listitem>
29944
29945               <listitem>
29946                 <para>Clicking the Print Slip, Transfer and Confirm button
29947                 will mark the item as in transit to the library where the hold
29948                 was placed and present the library with a receipt to print and
29949                 place on the book with the patron's information</para>
29950               </listitem>
29951
29952               <listitem>
29953                 <para>Ignoring the hold will leave the item on hold, but leave
29954                 its status as Available (it will not cancel the hold)</para>
29955               </listitem>
29956             </itemizedlist>
29957           </listitem>
29958
29959           <listitem>
29960             <para>If you have the system showing you fines at the time of
29961             checkin (<link linkend="FineNotifyAtCheckin">FineNotifyAtCheckin</link>) you will
29962             see a message telling you about the fine and providing you a link
29963             to the payment page for that patron</para>
29964
29965             <screenshot>
29966               <screeninfo>FineNotifyAtCheckin</screeninfo>
29967
29968               <mediaobject>
29969                 <imageobject>
29970                   <imagedata fileref="images/admin/globalprefs/FineNotifyAtCheckin.png"/>
29971                 </imageobject>
29972               </mediaobject>
29973             </screenshot>
29974           </listitem>
29975         </itemizedlist>
29976       </section>
29977     </section>
29978
29979     <section id="circmessages">
29980       <title>Circulation Messages</title>
29981
29982       <para>Circulation messages are short messages that librarians can leave
29983       for their patrons or their colleagues that will appear at the time of
29984       circulation.</para>
29985
29986       <section id="setcircmsg">
29987         <title>Setting up Messages</title>
29988
29989         <para>Circulation messages are set up as <link linkend="authorizedvalues">Authorized Values</link>. To add or edit
29990         Circulation Messages you want to work with the <link linkend="bornotes">BOR_NOTES</link> value.</para>
29991
29992         <screenshot>
29993           <screeninfo>BOR_NOTES Authorized Values</screeninfo>
29994
29995           <mediaobject>
29996             <imageobject>
29997               <imagedata fileref="images/circ/bor_notes.png"/>
29998             </imageobject>
29999           </mediaobject>
30000         </screenshot>
30001
30002         <para>The 'Description' field can hold a canned message that you would
30003         like to appear on the patron's record. <important>
30004             <para>The 'Description' field is limited to 80 characters, but the
30005             patron message field can hold more than that. Enter 80 characters
30006             in the 'Description' field and then type the rest on the patron
30007             record.</para>
30008           </important></para>
30009       </section>
30010
30011       <section id="addcircmsg">
30012         <title>Adding a Message</title>
30013
30014         <para>When on the patron's check out tab you will see a link to 'Add a
30015         new message' to the right of the check out box.</para>
30016
30017         <screenshot>
30018           <screeninfo>Circulation Message in Staff Client</screeninfo>
30019
30020           <mediaobject>
30021             <imageobject>
30022               <imagedata fileref="images/circ/staffmessages.png"/>
30023             </imageobject>
30024           </mediaobject>
30025         </screenshot>
30026
30027         <para>When you click 'Add a new message' you will be asked to choose
30028         if the message is for the librarians or the patron and the message you
30029         would like to leave.</para>
30030
30031         <screenshot>
30032           <screeninfo>Leave a Circulation Message</screeninfo>
30033
30034           <mediaobject>
30035             <imageobject>
30036               <imagedata fileref="images/circ/leavecircmsg.png"/>
30037             </imageobject>
30038           </mediaobject>
30039         </screenshot>
30040
30041         <note>
30042           <para>A message for the patron will also show to the library
30043           staff.</para>
30044         </note>
30045       </section>
30046
30047       <section id="viewcircmsg">
30048         <title>Viewing Messages</title>
30049
30050         <para>Circulation messages meant for the staff and/or the patron will
30051         appear on the patron's checkout screen to the right of the checkout
30052         box. Messages in bold and red are meant for the library staff only,
30053         whereas messages in regular italics font are meant for the patron and
30054         the librarian.</para>
30055
30056         <screenshot>
30057           <screeninfo>Circulation Message in Staff Client</screeninfo>
30058
30059           <mediaobject>
30060             <imageobject>
30061               <imagedata fileref="images/circ/staffmessages.png"/>
30062             </imageobject>
30063           </mediaobject>
30064         </screenshot>
30065
30066         <para>Circulation messages meant for the patron will also appear when
30067         they log into the OPAC.</para>
30068
30069         <screenshot>
30070           <screeninfo>Circulation Message in OPAC</screeninfo>
30071
30072           <mediaobject>
30073             <imageobject>
30074               <imagedata fileref="images/circ/opacmsg.png"/>
30075             </imageobject>
30076           </mediaobject>
30077         </screenshot>
30078       </section>
30079     </section>
30080
30081     <section id="holds">
30082       <title>Holds</title>
30083
30084       <para>Koha allows patrons to put things on hold.  A 'Hold' is a way to reserve an item.
30085         Depending on your <link linkend="circfinerules">circulation and fine rules</link> and <link linkend="circholdspolicy">hold preference</link> settings patrons will be able to place
30086         items on hold for pickup at the library at a later date/time.</para>
30087
30088       <section id="holdsinstaff">
30089         <title>Placing Holds in Staff Client</title>
30090
30091         <para>There are several ways to place holds from the staff client. The
30092         most obvious is using the 'Place Hold' button at the top of any
30093         bibliographic record.</para>
30094
30095         <screenshot>
30096           <screeninfo>Place Hold Button on Bib Record</screeninfo>
30097
30098           <mediaobject>
30099             <imageobject>
30100               <imagedata fileref="images/circ/placeholdbib.png"/>
30101             </imageobject>
30102           </mediaobject>
30103         </screenshot>
30104
30105         <para>You can also click the smaller 'Place Hold' link found at the
30106         top of your catalog search results, or the 'Holds' link found below
30107         each result.</para>
30108
30109         <screenshot>
30110           <screeninfo>Hold options on search results</screeninfo>
30111
30112           <mediaobject>
30113             <imageobject>
30114               <imagedata fileref="images/circ/placeholdsearch.png"/>
30115             </imageobject>
30116           </mediaobject>
30117         </screenshot>
30118
30119         <para>You will be asked to search for a patron by barcode or any part
30120         of their name to start the hold process.</para>
30121
30122         <screenshot>
30123           <screeninfo>Find Patron For Hold</screeninfo>
30124
30125           <mediaobject>
30126             <imageobject>
30127               <imagedata fileref="images/circ/placeholdfindpatron.png"/>
30128             </imageobject>
30129           </mediaobject>
30130         </screenshot>
30131
30132         <para>If you'd like to search for the patron first and then the bib
30133         record for the hold, you can open the patron record and click on the
30134         'Search to Hold' button at the top of the patron record.</para>
30135
30136         <screenshot>
30137           <screeninfo>Search to Hold on Patron Record</screeninfo>
30138
30139           <mediaobject>
30140             <imageobject>
30141               <imagedata fileref="images/circ/searchtohold.png"/>
30142             </imageobject>
30143           </mediaobject>
30144         </screenshot>
30145
30146         <para>After clicking the button you will be brought to the catalog
30147         search page where you can find the book(s) you want to place a hold
30148         on. Under each title on the results you'll see an option to 'Hold for
30149         Patron Name.'</para>
30150
30151         <screenshot>
30152           <screeninfo>Hold for Patron links on Search Results</screeninfo>
30153
30154           <mediaobject>
30155             <imageobject>
30156               <imagedata fileref="images/circ/holdresults.png"/>
30157             </imageobject>
30158           </mediaobject>
30159         </screenshot>
30160
30161         <para>If you want to place a hold on multiple items, simply check the
30162         boxes to the left of them and click the arrow to the right of the
30163         'Place Hold' button.</para>
30164
30165         <screenshot>
30166           <screeninfo>Hold Multiple Items for Patron</screeninfo>
30167
30168           <mediaobject>
30169             <imageobject>
30170               <imagedata fileref="images/circ/holdmultiresults.png"/>
30171             </imageobject>
30172           </mediaobject>
30173         </screenshot>
30174
30175         <para>Depending on how many items you choose to place a hold on at
30176         once you will see a different place hold form. If you are placing a
30177         hold on one bibliographic record you will see a list of all of the
30178         items you can place a hold on.</para>
30179
30180         <screenshot>
30181           <screeninfo>Place Hold Form</screeninfo>
30182
30183           <mediaobject>
30184             <imageobject>
30185               <imagedata fileref="images/circ/placeholdsingle.png"/>
30186             </imageobject>
30187           </mediaobject>
30188         </screenshot>
30189
30190         <itemizedlist>
30191           <listitem>
30192             <para>Enter any notes that might apply to this hold</para>
30193           </listitem>
30194
30195           <listitem>
30196             <para>Choose the library where the patron will pick up the
30197             item</para>
30198           </listitem>
30199
30200           <listitem>
30201             <para>If the patron wants the hold to start on a date other than
30202             today, enter that in the 'Hold starts on date' field</para>
30203
30204             <itemizedlist>
30205               <listitem>
30206                 <para>This option will only appear if the <link linkend="AllowHoldDateInFuture">AllowHoldDateInFuture</link>
30207                 system preference is set to 'Allow'</para>
30208               </listitem>
30209             </itemizedlist>
30210           </listitem>
30211
30212           <listitem>
30213             <para>If the patron has specified that they don't want the item
30214             after a certain date, or if you have limits on hold lengths, you
30215             can enter an expiration date for the hold in the 'Hold expires on
30216             date'</para>
30217
30218             <itemizedlist>
30219               <listitem>
30220                 <para>To have expired holds canceled automatically you will
30221                 need to have the <link linkend="expiredholdscron">Expired
30222                 Holds</link> cron job set to run on a regular basis.</para>
30223               </listitem>
30224             </itemizedlist>
30225           </listitem>
30226
30227           <listitem>
30228             <para>Next choose if you want to place a hold on the next
30229             available item or a specific item by clicking the radio button
30230             next to an individual item.</para>
30231           </listitem>
30232         </itemizedlist>
30233
30234         <para>If you're placing a hold on multiple items you will be presented
30235         with the next available option for all titles. If no items are
30236         available for hold it will say so on the confirmation screen.</para>
30237
30238         <screenshot>
30239           <screeninfo>Place multiple items on hold</screeninfo>
30240
30241           <mediaobject>
30242             <imageobject>
30243               <imagedata fileref="images/circ/placeholdmultiple.png"/>
30244             </imageobject>
30245           </mediaobject>
30246         </screenshot>
30247
30248         <para>Once your hold is placed, if you'd like to have Koha forget that
30249         you used the 'Search to Hold' function, you can choose to have Koha
30250         'forget' the patron's name by clicking the arrow to the right of the
30251         'Place Hold' button on the search results and choosing the 'Forget'
30252         option.</para>
30253
30254         <screenshot>
30255           <screeninfo>Forget Search to Hold Option</screeninfo>
30256
30257           <mediaobject>
30258             <imageobject>
30259               <imagedata fileref="images/circ/forgethold.png"/>
30260             </imageobject>
30261           </mediaobject>
30262         </screenshot>
30263       </section>
30264
30265       <section id="manageholds">
30266         <title>Managing Holds</title>
30267
30268         <para>Holds can be altered and canceled from the Holds tab found on
30269         the left of the bibliographic record.</para>
30270
30271         <screenshot>
30272           <screeninfo>Bibliographic Record Tabs</screeninfo>
30273
30274           <mediaobject>
30275             <imageobject>
30276               <imagedata fileref="images/circ/holdtab.png"/>
30277             </imageobject>
30278           </mediaobject>
30279         </screenshot>
30280
30281         <para>From the list of holds you can change the order of the holds,
30282         the pickup location, suspend and/or cancel the hold.</para>
30283
30284         <screenshot>
30285           <screeninfo>Lists of Holds</screeninfo>
30286
30287           <mediaobject>
30288             <imageobject>
30289               <imagedata fileref="images/circ/holdslist.png"/>
30290             </imageobject>
30291           </mediaobject>
30292         </screenshot>
30293
30294         <note>
30295           <para>If you have your <link linkend="AutoResumeSuspendedHolds">AutoResumeSuspendedHolds</link>
30296           preference set to "Don't allow" then you will not have the option to
30297           put an end date on the hold suspension</para>
30298         </note>
30299
30300         <note>
30301           <para>Depending on how you have your <link linkend="HidePatronName">HidePatronName</link> system preference set
30302           the list may show card numbers instead of names in the Patron column
30303           like in the image above.</para>
30304         </note>
30305
30306         <para>To rearrange or delete holds, simply make a selection from the
30307         'Priority' pull down or click the arrows to the right of the priority
30308         pull down.</para>
30309
30310         <screenshot>
30311           <screeninfo>Hold Priority Menu</screeninfo>
30312
30313           <mediaobject>
30314             <imageobject>
30315               <imagedata fileref="images/circ/holdpriority.png"/>
30316             </imageobject>
30317           </mediaobject>
30318         </screenshot>
30319
30320         <para>If you use the priority pull down to rearrange or delete holds
30321         you will need to click the 'Update hold(s)' button to save your
30322         changes.</para>
30323
30324         <para>Clicking the down arrow to the right of the hold will stick the
30325         hold at the bottom of the list even if more requests are made.</para>
30326
30327         <para>For example, your library has home-bound patrons that are
30328         allowed to keep books out for months at a time. It would not be fair
30329         to other patrons if a home-bound patron were able to check out a brand
30330         new book and keep it for months. For this reason, the home-bound
30331         patron's hold request would stay at the bottom of the queue until
30332         everyone else who wanted to read that book has already done so.</para>
30333
30334         <screenshot>
30335           <screeninfo>Lowest Priority &amp; Delete Options for
30336           Holds</screeninfo>
30337
30338           <mediaobject>
30339             <imageobject>
30340               <imagedata fileref="images/circ/lowestpriority.png"/>
30341             </imageobject>
30342           </mediaobject>
30343         </screenshot>
30344
30345         <para>If a patron asks to have their hold suspended and you have the
30346         <link linkend="SuspendHoldsIntranet">SuspendHoldsIntranet</link>
30347         system preference set to 'allow' you can do so by clicking the Suspend
30348         button to far right. If the patron gives you a date for the items to
30349         become unsuspended you can enter that in the date box and click the
30350         'Update hold(s)' button to save your changes.</para>
30351
30352         <screenshot>
30353           <screeninfo>Hold suspension column</screeninfo>
30354
30355           <mediaobject>
30356             <imageobject>
30357               <imagedata fileref="images/circ/suspendholds.png"/>
30358             </imageobject>
30359           </mediaobject>
30360         </screenshot>
30361
30362         <para>To delete or cancel a hold click the red 'X' to the right of the
30363         hold line. To delete/cancel a bunch of holds you can choose 'del' from
30364         pull down to the left of each line and then click 'Update hold(s)' at
30365         the bottom of the list.</para>
30366
30367         <screenshot>
30368           <screeninfo>Cancel Holds</screeninfo>
30369
30370           <mediaobject>
30371             <imageobject>
30372               <imagedata fileref="images/circ/cancelholds.png"/>
30373             </imageobject>
30374           </mediaobject>
30375         </screenshot>
30376       </section>
30377
30378       <section id="receiveholds">
30379         <title>Receiving Holds</title>
30380
30381         <para>When items that are on hold are <link linkend="checkingin">checked in</link> or <link linkend="checkingout">out</link> the system will remind the circulation librarian that
30382           the item is on hold and offer them options for managing the hold.</para>
30383
30384         <para>When you check in an item that has a hold on it the system will
30385         ask you to either confirm and transfer the item</para>
30386
30387         <screenshot>
30388           <screeninfo>Confirm Hold &amp; Transfer</screeninfo>
30389
30390           <mediaobject>
30391             <imageobject>
30392               <imagedata fileref="images/circ/holdconfirmtransfer.png"/>
30393             </imageobject>
30394           </mediaobject>
30395         </screenshot>
30396
30397         <para>or just confirm the hold</para>
30398
30399         <screenshot>
30400           <screeninfo>Confirm Hold</screeninfo>
30401
30402           <mediaobject>
30403             <imageobject>
30404               <imagedata fileref="images/circ/holdconfirm.png"/>
30405             </imageobject>
30406           </mediaobject>
30407         </screenshot>
30408
30409         <para>Clicking the Confirm button will mark the item as on hold for
30410         the patron. If the item needs to be transferred the item will also be
30411         marked as in transit to the proper branch. Clicking 'Ignore' will
30412         retain the hold, but allow you to check the item out to another
30413         patron. Choosing to confirm and print will present you with a
30414         printable page that you can slip inside the book with the necessary
30415         hold and/or transfer information.</para>
30416
30417         <para>Once confirmed the hold will show on the patron record and on
30418         the checkout screen under the 'Hold' tab.</para>
30419
30420         <screenshot>
30421           <screeninfo>Hold on Patron Record</screeninfo>
30422
30423           <mediaobject>
30424             <imageobject>
30425               <imagedata fileref="images/circ/holdpatronrec.png"/>
30426             </imageobject>
30427           </mediaobject>
30428         </screenshot>
30429         <para>From here if the patron would like you suspend their holds you can do so one by one or
30430           in bulk.</para>
30431
30432         <para>The item record will also show that the item is on hold.</para>
30433
30434         <screenshot>
30435           <screeninfo>Hold on Item Record</screeninfo>
30436
30437           <mediaobject>
30438             <imageobject>
30439               <imagedata fileref="images/circ/holditem.png"/>
30440             </imageobject>
30441           </mediaobject>
30442         </screenshot>
30443
30444         <para>In some cases a patron may come in to pick up a hold for their
30445         partner (or someone else in their household). In this case you want to
30446         make sure that the hold is cancelled when you check the item out to
30447         someone else. When trying to check out an item that is already waiting
30448         for someone else you will be presented with a warning message.</para>
30449
30450         <screenshot>
30451           <screeninfo>Hold waiting for someone else</screeninfo>
30452
30453           <mediaobject>
30454             <imageobject>
30455               <imagedata fileref="images/circ/holdwaitingwarn.png"/>
30456             </imageobject>
30457           </mediaobject>
30458         </screenshot>
30459
30460         <para>From here you can check the item out to the patron at the desk
30461         and cancel the hold for the patron.</para>
30462       </section>
30463     </section>
30464
30465     <section id="transfers">
30466       <title>Transfers</title>
30467
30468       <para>If you work in a multi-branch system you can transfer items from one library to another
30469         by using the Transfer tool.<itemizedlist>
30470           <listitem>
30471             <para><emphasis role="italic">Get there</emphasis>: Circulation > Transfer</para>
30472           </listitem>
30473         </itemizedlist></para>
30474       <para>To transfer an item</para>
30475
30476       <itemizedlist>
30477         <listitem>
30478           <para>Click 'Transfer' on the Circulation page</para>
30479
30480           <screenshot>
30481             <screeninfo>Transfer Tool</screeninfo>
30482
30483             <mediaobject>
30484               <imageobject>
30485                 <imagedata fileref="images/circ/transfer.png"/>
30486               </imageobject>
30487             </mediaobject>
30488           </screenshot>
30489
30490           <itemizedlist>
30491             <listitem>
30492               <para>Enter the library you would like to transfer the item
30493               to</para>
30494             </listitem>
30495
30496             <listitem>
30497               <para>Scan or type the barcode on the item you would like to
30498               transfer</para>
30499             </listitem>
30500           </itemizedlist>
30501         </listitem>
30502
30503         <listitem>
30504           <para>Click 'Submit'</para>
30505
30506           <screenshot>
30507             <screeninfo>Transfer Summary</screeninfo>
30508
30509             <mediaobject>
30510               <imageobject>
30511                 <imagedata fileref="images/circ/itemtransferred.png"/>
30512               </imageobject>
30513             </mediaobject>
30514           </screenshot>
30515         </listitem>
30516
30517         <listitem>
30518           <para>The item will now say that it is in transit</para>
30519
30520           <screenshot>
30521             <screeninfo>Item in Transit</screeninfo>
30522
30523             <mediaobject>
30524               <imageobject>
30525                 <imagedata fileref="images/circ/itemintransit.png"/>
30526               </imageobject>
30527             </mediaobject>
30528           </screenshot>
30529         </listitem>
30530
30531         <listitem>
30532           <para>When the item arrives at the other branch the librarian must
30533           check the item in to acknowledge that it is no longer in
30534           transit</para>
30535         </listitem>
30536
30537         <listitem>
30538           <para>The item will not be permanently moved to the new
30539           library</para>
30540
30541           <screenshot>
30542             <screeninfo>Item record</screeninfo>
30543
30544             <mediaobject>
30545               <imageobject>
30546                 <imagedata fileref="images/circ/itemlocations.png"/>
30547               </imageobject>
30548             </mediaobject>
30549           </screenshot>
30550
30551           <itemizedlist>
30552             <listitem>
30553               <para>The item shows the same 'Home Library' but has updated the
30554               'Current Location' to note where it resides at this time</para>
30555             </listitem>
30556           </itemizedlist>
30557         </listitem>
30558       </itemizedlist>
30559     </section>
30560
30561     <section id="setlibrary">
30562       <title>Set Library</title>
30563
30564       <para>By default you will enter the staff client as if you are at your
30565       home library. This library will appear in the top right of the Staff
30566       Client.</para>
30567
30568       <screenshot>
30569         <screeninfo>My Library</screeninfo>
30570
30571         <mediaobject>
30572           <imageobject>
30573             <imagedata fileref="images/circ/mylibrary.png"/>
30574           </imageobject>
30575         </mediaobject>
30576       </screenshot>
30577
30578       <para>This is the library that all circulation transactions will take
30579       place at. If you are at another library (or on a bookmobile) you will
30580       want to set your library before you start circulating items. To do this
30581       you can click 'Set' at the top right or on the Circulation page.</para>
30582
30583       <screenshot>
30584         <screeninfo>Set Library Form</screeninfo>
30585
30586         <mediaobject>
30587           <imageobject>
30588             <imagedata fileref="images/circ/setlibrary.png"/>
30589           </imageobject>
30590         </mediaobject>
30591       </screenshot>
30592
30593       <para>Once you have saved your changes you new library will appear in
30594       the top right.</para>
30595     </section>
30596
30597     <section id="fastaddcat">
30598       <title>Fast Add Cataloging</title>
30599
30600       <para>Sometimes circulation librarians need to quickly add a record to
30601       the system for an item they are about to check out. This is called 'Fast
30602       Add.' To allow circulation librarians access to the Fast Add Cataloging
30603       tool, simply make sure they have the <link linkend="fastaddpermissions">fast_cataloging</link> permissions. There
30604       are two ways to add titles via fast add. If you know that you're about
30605       to check out an item that isn't in you catalog you can go to the
30606       Circulation module and click 'Fast cataloging.'</para>
30607
30608       <screenshot>
30609         <screeninfo>Circulation Menu</screeninfo>
30610
30611         <mediaobject>
30612           <imageobject>
30613             <imagedata fileref="images/circ/circmenu.png"/>
30614           </imageobject>
30615         </mediaobject>
30616       </screenshot>
30617
30618       <para>The cataloging interface will open up with the short cataloging
30619       record:</para>
30620
30621       <screenshot>
30622         <screeninfo>Fast Add Framework</screeninfo>
30623
30624         <mediaobject>
30625           <imageobject>
30626             <imagedata fileref="images/circ/fastadd.png"/>
30627           </imageobject>
30628         </mediaobject>
30629       </screenshot>
30630
30631       <para>After adding your cataloging data you will be asked to enter item
30632       data. Enter the items barcode, collection code, etc and save the item
30633       before checking it out.</para>
30634
30635       <para>The other way to fast catalog is from the checkout screen. When
30636       you enter a barcode at checkout that Koha can't find, it will prompt you
30637       to use fast cataloging to add the item to Koha and check it out.</para>
30638
30639       <screenshot>
30640         <screeninfo>Barcode not found</screeninfo>
30641
30642         <mediaobject>
30643           <imageobject>
30644             <imagedata fileref="images/circ/barcodefastadd.png"/>
30645           </imageobject>
30646         </mediaobject>
30647       </screenshot>
30648
30649       <para>Clicking 'Fast cataloging' will bring you to the fast cataloging
30650       form where you can enter the title information</para>
30651
30652       <screenshot>
30653         <screeninfo>Fast cataloging</screeninfo>
30654
30655         <mediaobject>
30656           <imageobject>
30657             <imagedata fileref="images/circ/fastaddbarcode.png"/>
30658           </imageobject>
30659         </mediaobject>
30660       </screenshot>
30661
30662       <para>After clicking 'Save' you will be brought to the item record where
30663       the barcode will already be filled in with the barcode you're trying to
30664       check out.</para>
30665
30666       <screenshot>
30667         <screeninfo>Fast cataloging item record</screeninfo>
30668
30669         <mediaobject>
30670           <imageobject>
30671             <imagedata fileref="images/circ/fastadditem.png"/>
30672           </imageobject>
30673         </mediaobject>
30674       </screenshot>
30675
30676       <para>After clicking the 'Add item' button the item will automatically
30677       be checked out the patron you were trying to check the book out to
30678       originally.</para>
30679
30680       <screenshot>
30681         <screeninfo>Checked out item</screeninfo>
30682
30683         <mediaobject>
30684           <imageobject>
30685             <imagedata fileref="images/circ/fastaddcheckedout.png"/>
30686           </imageobject>
30687         </mediaobject>
30688       </screenshot>
30689     </section>
30690
30691     <section id="circreports">
30692       <title>Circulation Reports</title>
30693
30694       <para>Most reports can be found via the Reports module, but some of the more common
30695         circulation reports are available right from the Circulation module.<itemizedlist>
30696           <listitem>
30697             <para><emphasis role="italic">Get there</emphasis>: Circulation > Circulation
30698               reports</para>
30699           </listitem>
30700         </itemizedlist></para>
30701
30702       <section id="holdsqueue">
30703         <title>Holds Queue</title>
30704
30705         <para>This report will show you all of the holds at your
30706         library.</para>
30707
30708         <screenshot>
30709           <screeninfo>Sample Holds Queue</screeninfo>
30710
30711           <mediaobject>
30712             <imageobject>
30713               <imagedata fileref="images/circ/holdsqueue.png"/>
30714             </imageobject>
30715           </mediaobject>
30716         </screenshot>
30717
30718         <para>To generate this report, you must have the <link linkend="buildholdscron">Build Holds Queue cron job</link> running.
30719         This cron job is a script that should be run periodically if your
30720         library system allows borrowers to place on-shelf holds. This script
30721         decides which library should be responsible for fulfilling a given
30722         hold request.</para>
30723
30724         <para>It's behavior is controlled by the system preferences <link linkend="holdqueueweight">StaticHoldsQueueWeight</link> and <link linkend="holdqueueweight">RandomizeHoldsQueueWeight</link>.</para>
30725
30726         <para>If you do not want all of your libraries to participate in the on-shelf holds
30727           fulfillment process, you should list the libraries that *do* participate in the process
30728           here by inputting all the participating library's branchcodes, separated by commas ( e.g.
30729           "MPL,CPL,SPL,BML" etc. ).</para>
30730
30731         <para>By default, the holds queue will be generated such that the
30732         system will first attempt to hold fulfillment using items already at
30733         the pickup library if possible. If there are no items available at the
30734         pickup library to fill a hold, build_holds_queue.pl will then use the
30735         list of libraries defined in StaticHoldsQueueWeight. If
30736         RandomizeHoldsQueueWeight is disabled ( which it is by default ), the
30737         script will assign fulfillment requests in the order the branches are
30738         placed in the StaticHoldsQueueWeight system preference.</para>
30739
30740         <para>For example, if your system has three libraries, of varying
30741         sizes ( small, medium and large ) and you want the burden of holds
30742         fulfillment to be on larger libraries before smaller libraries, you
30743         would want StaticHoldsQueueWeight to look something like
30744         "LRG,MED,SML".</para>
30745
30746         <para>If you want the burden of holds fulfillment to be spread out
30747         equally throughout your library system, simply enable
30748         RandomizeHoldsQueueWeight. When this system preference is enabled, the
30749         order in which libraries will be requested to fulfill an on-shelf hold
30750         will be randomized each time the list is regenerated.</para>
30751
30752         <para>Leaving StaticHoldsQueueWeight empty is contraindicated at this
30753         time. Doing so will cause the build_holds_queue script to ignore
30754         RandomizeHoldsQueueWeight, causing the script to request hold
30755         fulfillment not randomly, but by alphabetical order.</para>
30756       </section>
30757
30758       <section id="holdspull">
30759         <title>Holds to pull</title>
30760
30761         <para>This report will show you all of the items that have holds on
30762         them that are available at the library for pulling. If the items are
30763         available at multiple branches then all branches with that item
30764         available will see the hold to pull until one library triggers the
30765         hold.</para>
30766
30767         <screenshot>
30768           <screeninfo>Holds to Pull</screeninfo>
30769
30770           <mediaobject>
30771             <imageobject>
30772               <imagedata fileref="images/circ/holdstopull.png"/>
30773             </imageobject>
30774           </mediaobject>
30775         </screenshot>
30776
30777         <para>You can limit the results you see by using the Refine box on the
30778         left side of the page:</para>
30779
30780         <screenshot>
30781           <screeninfo>Refine Holds to Pull Report</screeninfo>
30782
30783           <mediaobject>
30784             <imageobject>
30785               <imagedata fileref="images/circ/refineholdstopull.png"/>
30786             </imageobject>
30787           </mediaobject>
30788         </screenshot>
30789       </section>
30790
30791       <section id="holdspickup">
30792         <title>Holds awaiting pickup</title>
30793
30794         <para>This report will show all of the holds that are waiting for
30795         patrons to pick them up.</para>
30796
30797         <screenshot>
30798           <screeninfo>Holds Awaiting Pickup</screeninfo>
30799
30800           <mediaobject>
30801             <imageobject>
30802               <imagedata fileref="images/circ/holdspickup.png"/>
30803             </imageobject>
30804           </mediaobject>
30805         </screenshot>
30806
30807         <para>Items that have been on the hold shelf longer than you normally
30808         allow (based on the <link linkend="ReservesMaxPickUpDelay">ReservesMaxPickUpDelay</link>
30809         preference value) will appear on the 'Holds Over' tab, they will not
30810         automatically be cancelled unless you have set the <link linkend="expiredholdscron">cron job</link> to do that for you, but you
30811         can cancel all holds using the button at the top of the list.</para>
30812
30813         <screenshot>
30814           <screeninfo>Items waiting on the hold shelf too long</screeninfo>
30815
30816           <mediaobject>
30817             <imageobject>
30818               <imagedata fileref="images/circ/holdspickupover.png"/>
30819             </imageobject>
30820           </mediaobject>
30821         </screenshot>
30822       </section>
30823
30824       <section id="holdratios">
30825         <title>Hold ratios</title>
30826
30827         <para>Hold ratios help with collection development. Using this report
30828         you will be able to see how many of your patrons have holds on items
30829         and whether you should buy more. By default it will be set to the
30830         library needing 3 items per hold that has been placed. The report will
30831         tell you how many additional items need to be purchased to meet this
30832         quota.</para>
30833
30834         <screenshot>
30835           <screeninfo>Hold Ratios</screeninfo>
30836
30837           <mediaobject>
30838             <imageobject>
30839               <imagedata fileref="images/circ/holdratio.png"/>
30840             </imageobject>
30841           </mediaobject>
30842         </screenshot>
30843       </section>
30844
30845       <section id="transferstoreceive">
30846         <title>Transfers to receive</title>
30847
30848         <para>This report will list all of the items that Koha thinks are in
30849         transit to your library.</para>
30850
30851         <screenshot>
30852           <screeninfo>Transfers to Receive</screeninfo>
30853
30854           <mediaobject>
30855             <imageobject>
30856               <imagedata fileref="images/circ/transitreceive.png"/>
30857             </imageobject>
30858           </mediaobject>
30859         </screenshot>
30860
30861         <para>If your transfers are late in arriving at your library you will
30862         see a message stating how late your items are.</para>
30863
30864         <screenshot>
30865           <screeninfo>Late transfers include warning messages</screeninfo>
30866
30867           <mediaobject>
30868             <imageobject>
30869               <imagedata fileref="images/circ/transferlate.png"/>
30870             </imageobject>
30871           </mediaobject>
30872         </screenshot>
30873
30874         <important>
30875           <para>An item is considered late based on the number of days you
30876           have entered in the <link linkend="TransfersMaxDaysWarning">TransfersMaxDaysWarning</link>
30877           system preference.</para>
30878         </important>
30879       </section>
30880
30881       <section id="overduesreport">
30882         <title>Overdues</title>
30883
30884         <important>
30885           <para>For libraries with a large patron base, this report may take a
30886           significant amount of time to run.</para>
30887         </important>
30888
30889         <note>
30890           <para>Large libraries can choose to filter the report before it runs
30891           by setting the <link linkend="FilterBeforeOverdueReport">FilterBeforeOverdueReport</link>
30892           system preference to 'Require'.</para>
30893         </note>
30894
30895         <para>This report will list all items that are overdue at your
30896         library.</para>
30897
30898         <screenshot>
30899           <screeninfo>Overdues List</screeninfo>
30900
30901           <mediaobject>
30902             <imageobject>
30903               <imagedata fileref="images/circ/overdues.png"/>
30904             </imageobject>
30905           </mediaobject>
30906         </screenshot>
30907
30908         <para>The report can be filtered using the menu options found on the left of the report.<note>
30909             <para>The 'Show any items currently checked out' checkbox basically switches this from a
30910               report of overdues to a report of checkouts.  It will show all titles checked out
30911               regardless of due date.</para>
30912           </note></para>
30913       </section>
30914
30915       <section id="overduesfines">
30916         <title>Overdues with fines</title>
30917
30918         <para>This report will show you any overdues at your library that have
30919         accrued fines on them.</para>
30920
30921         <screenshot>
30922           <screeninfo>Overdues with fines</screeninfo>
30923
30924           <mediaobject>
30925             <imageobject>
30926               <imagedata fileref="images/circ/overduewfines.png"/>
30927             </imageobject>
30928           </mediaobject>
30929         </screenshot>
30930
30931         <para>If you would like to limit the report you can use the pull down
30932         menu at the top to limit to a specific shelving location at your
30933         branch. To see overdues with fines at other branches you will have to
30934         <link linkend="setlibrary">change your branch</link> or log in at that
30935         branch.<important>
30936             <para>If you do not charge fines and/or don't have the <link linkend="finescronjob">fines cron job</link> running you will see
30937             no data on this report.</para>
30938           </important></para>
30939       </section>
30940       <section id="pendingonsite">
30941         <title>Pending on-site checkouts</title>
30942         <para>If you are using the on site checkouts functionality (<link linkend="OnSiteCheckouts"
30943             >OnSiteCheckouts</link>) then you'll have a report to view all items that are currently
30944           checked out on site.<screenshot>
30945             <screeninfo>Pending onsite checkouts</screeninfo>
30946             <mediaobject>
30947               <imageobject>
30948                 <imagedata fileref="images/circ/pendingonsite.png"/>
30949               </imageobject>
30950             </mediaobject>
30951           </screenshot></para>
30952         <para>This will list the due date (overdues in red), who has the item, item information and
30953           what library the item is at.</para>
30954       </section>
30955     </section>
30956
30957     <section id="trackinhouse">
30958       <title>Tracking In house Use</title>
30959
30960       <para>Many libraries track the use of items within the library. <note>
30961           <para>This is different from tracking on site usage.  In house use is the use of items in
30962             the library by patrons without them having to check them out.  On site use is the use of
30963             items on site that must first be checked out. To learn more about on site usage please
30964             review the <link linkend="OnSiteCheckouts">OnSiteCheckouts</link> preference.</para>
30965         </note></para>
30966       <para>Tracking the use of items in the library without checking them out can be done in Koha
30967         one of two ways. The first is to create one or more <link linkend="addstatspatron"
30968           >Statistical Patrons</link>. When collecting items that have been used within the library,
30969         you will want to check them out to your statistical patron:</para>
30970
30971       <screenshot>
30972         <screeninfo>Check Out Items to Stats Patron</screeninfo>
30973
30974         <mediaobject>
30975           <imageobject>
30976             <imagedata fileref="images/circ/checkoutinhouse.png"/>
30977           </imageobject>
30978         </mediaobject>
30979       </screenshot>
30980
30981       <para>Instead of marking the item as 'checked out' the system will
30982       record that the item was used in house:</para>
30983
30984       <screenshot>
30985         <screeninfo>Local Use Recorded</screeninfo>
30986
30987         <mediaobject>
30988           <imageobject>
30989             <imagedata fileref="images/circ/localuserecorded.png"/>
30990           </imageobject>
30991         </mediaobject>
30992       </screenshot>
30993
30994       <para>Repeat these steps for all items that have been used within the
30995       library to keep accurate statistics for item use.</para>
30996
30997       <para>The other way to record local use of items is to set your <link linkend="RecordLocalUseOnReturn">RecordLocalUseOnReturn</link>
30998       preference to 'Record.' Then whenever you check an item in that is not
30999       checked out and not on hold a local use will be recorded.</para>
31000
31001       <screenshot>
31002         <screeninfo>Local Use Recorded</screeninfo>
31003
31004         <mediaobject>
31005           <imageobject>
31006             <imagedata fileref="images/circ/localusecheckin.png"/>
31007           </imageobject>
31008         </mediaobject>
31009       </screenshot>
31010
31011       <note>
31012         <para>If you have <link linkend="RecordLocalUseOnReturn">RecordLocalUseOnReturn</link> set to
31013         'Record' you can still use your statistical patrons to record local
31014         use as well.</para>
31015       </note>
31016     </section>
31017
31018     <section id="processinglocations">
31019       <title>In Processing / Book Cart Locations</title>
31020
31021       <para>Koha allows for handling temporary locations like the processing
31022       center and/or book carts throughout the library. For this feature to
31023       work you must first make sure you have <link linkend="authorizedvalues">authorized values</link> set in the <link linkend="shelvelocvals">LOC</link> category for PROC (Processing Center)
31024       and CART (Book Cart).</para>
31025
31026       <screenshot>
31027         <screeninfo>CART &amp; PROC values in LOC</screeninfo>
31028
31029         <mediaobject>
31030           <imageobject>
31031             <imagedata fileref="images/circ/LOCvalues.png"/>
31032           </imageobject>
31033         </mediaobject>
31034       </screenshot>
31035
31036       <para>Next you need to set the <link linkend="NewItemsDefaultLocation">NewItemsDefaultLocation</link> system
31037       preference to PROC. This will set the new items to the Processing Center
31038       as their default location.</para>
31039
31040       <para>When creating items you enter in their desired final shelving location and Koha will
31041         temporarily change that to PROC.  If <link linkend="InProcessingToShelvingCart"
31042           >InProcessingToShelvingCart</link> is set to "Don't move" then when an item with a
31043         location of PROC is checked in it will either automatically update the item to use the
31044         permanent location. If <link linkend="InProcessingToShelvingCart"
31045           >InProcessingToShelvingCart</link> is set to "Move" then when an item is checked in the
31046         location is changed from PROC to CART.</para>
31047
31048               <para>A <link linkend="proccartcron">cron job</link> is then set to run at specified
31049         intervals to age items from CART to the permanent shelving location. (For example, an hourly
31050         cron entry of cart_to_shelf.pl --hours 3 where --hours is the amount of time an item should
31051         spend on the cart before aging to its permanent location.)</para>
31052               <itemizedlist>
31053                 <listitem>
31054                   <note>
31055                     <para>If the <link linkend="ReturnToShelvingCart">ReturnToShelvingCart</link>
31056               system preference is set to "Move", any newly checked-in item is also automatically
31057               put into the shelving cart, to be covered by the same script run.</para>
31058                   </note>
31059                 </listitem>
31060                 <listitem>
31061                   <important>
31062                     <para>Checkins with confirmed holds will not go into the shelving cart. If items
31063                       on the shelving cart are checked out, the cart location will be
31064                       cleared.</para>
31065                   </important>
31066                 </listitem>
31067               </itemizedlist>
31068     </section>
31069
31070     <section id="selfcheckout">
31071       <title>Self Checkout</title>
31072
31073       <para>Koha comes with a very basic self checkout module. To enable this
31074       module you need to set the <link linkend="WebBasedSelfCheck">WebBasedSelfCheck</link> preference to
31075       'Enable.' To use this module you have to log in as a <link linkend="addstaffpatron">staff member</link> with <link linkend="patronpermissions">circulation permissions</link>.</para>
31076
31077       <note>
31078         <para>Create a <link linkend="addstaffpatron">staff patron</link>
31079         specifically for this action so that you don't leave a real staff
31080         client logged into a computer all day</para>
31081       </note>
31082
31083       <para>There is no link to the Self Checkout module, but a simple addition to the <link
31084           linkend="intranetuserjs">IntranetUserJS</link> system preference can add one.</para>
31085
31086       <programlisting>$(document).ready(function(){ $("#login
31087       #submit").parent().after("&lt;p&gt;&lt;a
31088       href=\"http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sco/sco-main.pl\"
31089       target=\"_blank\"&gt;Self-Checkout&lt;/a&gt;&lt;/p&gt;"); }); </programlisting>
31090
31091       <important>
31092         <para>The code above has line breaks added to make it more readable,
31093         please be sure to enter the above as one line in when putting it in
31094         the system preference.</para>
31095       </important>
31096
31097       <para>The link will then appear at the bottom of the log in page:</para>
31098
31099       <screenshot>
31100         <screeninfo>Self Checkout Link on Staff Login</screeninfo>
31101
31102         <mediaobject>
31103           <imageobject>
31104             <imagedata fileref="images/circ/selfcheckoutlink.png"/>
31105           </imageobject>
31106         </mediaobject>
31107       </screenshot>
31108
31109       <para>You can also access this module by going to :
31110       http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sco/sco-main.pl</para>
31111
31112       <para>When on the self checkout page depending on your value in the
31113       <link linkend="SelfCheckoutByLogin">SelfCheckoutByLogin</link>
31114       preference you will be asked to enter you cardnumber</para>
31115
31116       <screenshot>
31117         <screeninfo>Self Checkout Patron Card Number</screeninfo>
31118
31119         <mediaobject>
31120           <imageobject>
31121             <imagedata fileref="images/circ/selfcheckout.png"/>
31122           </imageobject>
31123         </mediaobject>
31124       </screenshot>
31125
31126       <para>or your username and password:</para>
31127
31128       <screenshot>
31129         <screeninfo>Shelf checkout by login</screeninfo>
31130
31131         <mediaobject>
31132           <imageobject>
31133             <imagedata fileref="images/circ/SelfCheckoutByLogin.png"/>
31134           </imageobject>
31135         </mediaobject>
31136       </screenshot>
31137
31138       <para>Once you're logged in to the self check module you will be asked
31139       to scan the items you are checking out</para>
31140
31141       <screenshot>
31142         <screeninfo>Self Checkout</screeninfo>
31143
31144         <mediaobject>
31145           <imageobject>
31146             <imagedata fileref="images/circ/selfcheckoutuser.png"/>
31147           </imageobject>
31148         </mediaobject>
31149       </screenshot>
31150
31151       <para>As you scan items they will appear below the barcode box</para>
31152
31153       <screenshot>
31154         <screeninfo>Self Checkout Summary</screeninfo>
31155
31156         <mediaobject>
31157           <imageobject>
31158             <imagedata fileref="images/circ/selfcheckoutsummary.png"/>
31159           </imageobject>
31160         </mediaobject>
31161       </screenshot>
31162
31163       <para>When you are finished scanning items it is important to click the 'Finish' button. This
31164         will prompt you to print a receipt and log you out of the self check module.</para>
31165       <screenshot>
31166           <screeninfo>Self Checkout Receipt</screeninfo>
31167           <mediaobject>
31168             <imageobject>
31169               <imagedata fileref="images/circ/selfreceiptprint.png"/>
31170             </imageobject>
31171           </mediaobject>
31172         </screenshot>
31173
31174       <para>When attempting to check items out there are some instances where
31175       error messages will appear and the patron will be directed to the
31176       librarian. This will happen even if you are allowing overrides on
31177       circulation functions. Only a librarian can override a circulation block
31178       and so patrons must go to the librarian for help in these
31179       situations.</para>
31180
31181       <screenshot>
31182         <screeninfo>Self Checkout Error Message</screeninfo>
31183
31184         <mediaobject>
31185           <imageobject>
31186             <imagedata fileref="images/circ/selfcheckoutfines.png"/>
31187           </imageobject>
31188         </mediaobject>
31189       </screenshot>
31190     </section>
31191
31192     <section id="offlinecirc">
31193       <title>Offline Circulation Utilities</title>
31194       <para>Koha allows for you to continue circulation actions while offline by using any one of
31195         three utilities.</para>
31196       <section id="kohaofflinecirc">
31197         <title>Offline Circulation in Koha</title>
31198         <para>If the <link linkend="AllowOfflineCirculation">AllowOfflineCirculation</link>
31199           preference is set to 'Enable' the library staff can continue to perform circulation
31200           actions within Koha when the system is offline.  You will want to visit
31201           http://your-koha-staff-client-url/cgi-bin/koha/circ/offline.pl at least once while online
31202           and bookmark that page. That is the page you will go to when you are offline.</para>
31203         <important>
31204           <para>The offline interface uses HTML LocalStorage, which depending on the browser and
31205             user setting, is limited to 2.5MB or 5MB per domain. This means that larger systems will
31206             not be able to synchronize their data and are recommended to use either the <link
31207               linkend="firefoxofflinecirc">Firefox</link> or <link linkend="windowsofflinecirc"
31208               >Windows</link> application for offline circulation.</para>
31209         </important>
31210         <section id="kohaofflinesetup">
31211           <title id="offlinesetup">Setup</title>
31212           <para>Before the first time the system goes offline go to Circulation and choose 'Built-in
31213             offline circulation interface'</para>
31214           <screenshot>
31215               <screeninfo>Built-in offline circulation interface</screeninfo>
31216               <mediaobject>
31217                 <imageobject>
31218                   <imagedata fileref="images/circ/offlinecirc.png"/>
31219                 </imageobject>
31220               </mediaobject>
31221             </screenshot>
31222           <para>And synchronize your data on every circulation computer by clicking the
31223             'Synchronize' link on the right of the screen.</para>
31224           <screenshot>
31225               <screeninfo>Synchronize data</screeninfo>
31226               <mediaobject>
31227                 <imageobject>
31228                   <imagedata fileref="images/circ/syncoffline.png"/>
31229                 </imageobject>
31230               </mediaobject>
31231             </screenshot>
31232           <important>
31233             <para>The offline interface uses HTML LocalStorage, which depending on the browser and
31234               user setting, is limited to 2.5MB or 5MB per domain. This means that larger systems
31235               will not be able to synchronize their data and are recommended to use either the <link
31236                 linkend="firefoxofflinecirc">Firefox</link> or <link linkend="windowsofflinecirc"
31237                 >Windows</link> application for offline circulation.</para>
31238           </important>
31239           <para>This will allow you download a local copy of your patrons and circulation data.
31240             Click the 'Download records' link at the top of the page to synchronize your data.</para>
31241           <screenshot>
31242               <screeninfo>Download records for offline use</screeninfo>
31243               <mediaobject>
31244                 <imageobject>
31245                   <imagedata fileref="images/circ/downloadoffline.png"/>
31246                 </imageobject>
31247               </mediaobject>
31248             </screenshot>
31249           <para>Once your data is downloaded you will see the dates your data was last synced to the
31250             right of each data set.<screenshot>
31251               <screeninfo>Synced offline data</screeninfo>
31252               <mediaobject>
31253                 <imageobject>
31254                   <imagedata fileref="images/circ/syncedoffline.png"/>
31255                 </imageobject>
31256               </mediaobject>
31257             </screenshot>This should be done regularly in preparation for any unexpected connection
31258             losses.</para>
31259         </section>
31260         <section id="kohaofflinecirculating">
31261           <title id="offlinecirculating">Circulating</title>
31262           <para>When your system goes offline visit the Offline Circulation page
31263             (http://your-koha-staff-client-url/cgi-bin/koha/circ/offline.pl) in Koha and click
31264             'Check out' or 'Check in' to perform offline actions.</para>
31265           <para>Checking out is done by searching for the patron by barcode or name at the top of
31266             the 'Check out' screen. After selecting a patron you will be presented with the synced
31267             patron info, including fines and check outs.</para>
31268           <screenshot>
31269               <screeninfo>Check out offline</screeninfo>
31270               <mediaobject>
31271                 <imageobject>
31272                   <imagedata fileref="images/circ/offlinecheckout.png"/>
31273                 </imageobject>
31274               </mediaobject>
31275             </screenshot>
31276           <para>Scan the barcode of the item you would like to check out and enter a due date. If
31277             you don't enter a due date Koha will prompt you for one.</para>
31278           <screenshot>
31279               <screeninfo>Offline due date</screeninfo>
31280               <mediaobject>
31281                 <imageobject>
31282                   <imagedata fileref="images/circ/offlineduedate.png"/>
31283                 </imageobject>
31284               </mediaobject>
31285             </screenshot>
31286           <para>Once the item is checked out it will appear below the patron's info.</para>
31287           <screenshot>
31288               <screeninfo>Offline checkouts</screeninfo>
31289               <mediaobject>
31290                 <imageobject>
31291                   <imagedata fileref="images/circ/offlinecheckouts.png"/>
31292                 </imageobject>
31293               </mediaobject>
31294             </screenshot>
31295           <para/>
31296         </section>
31297         <section id="kohaofflineupload">
31298           <title>Koha Offline Uploading</title>
31299           <para>Once the system is back online visit the Synchronize page on the Offline Circulation
31300             module and click 'Upload transactions'</para>
31301           <screenshot>
31302               <screeninfo>Upload transactions</screeninfo>
31303               <mediaobject>
31304                 <imageobject>
31305                   <imagedata fileref="images/circ/offlineupload.png"/>
31306                 </imageobject>
31307               </mediaobject>
31308             </screenshot>
31309           <para>After the files are uploaded you can click 'View pending offline circulation
31310             actions' on the right.</para>
31311           <screenshot>
31312               <screeninfo>View pending offline circulation actions</screeninfo>
31313               <mediaobject>
31314                 <imageobject>
31315                   <imagedata fileref="images/circ/viewkohaoffline.png"/>
31316                 </imageobject>
31317               </mediaobject>
31318             </screenshot>
31319           <para>After clicking 'View pending offline circulation actions' you will be brought to a
31320             summary of all of the actions you loaded in to Koha in your *.koc file.</para>
31321           <screenshot>
31322             <screeninfo>Offline Circulation</screeninfo>
31323             <mediaobject>
31324               <imageobject>
31325                 <imagedata fileref="images/circ/offlinecirclog.png"/>
31326               </imageobject>
31327             </mediaobject>
31328           </screenshot>
31329           <itemizedlist>
31330             <listitem>
31331               <para>Once all of the logs from all of the circulation computers are loaded you will
31332                 be able to check them all or select just those you want to process into Koha.</para>
31333             </listitem>
31334             <listitem>
31335               <para>Click on the Process button and Koha will record every stored transaction one by
31336                 one. For each transaction, the status will change to:<itemizedlist>
31337                   <listitem>
31338                     <para>"Success." if the transaction was processed correctly</para>
31339                   </listitem>
31340                   <listitem>
31341                     <para>"Borrower not found." if the borrower card number is incorrect</para>
31342                   </listitem>
31343                   <listitem>
31344                     <para>"Item not found." if the item barcode is wrong</para>
31345                   </listitem>
31346                   <listitem>
31347                     <para>"Item not issued." if you checked in an available item</para>
31348                   </listitem>
31349                 </itemizedlist></para>
31350             </listitem>
31351           </itemizedlist>
31352           <para>Once finished you will have a summary of all of your transactions</para>
31353           <screenshot>
31354             <screeninfo>Offline Circulation Summary</screeninfo>
31355             <mediaobject>
31356               <imageobject>
31357                 <imagedata fileref="images/circ/offlinecircsuccess.png"/>
31358               </imageobject>
31359             </mediaobject>
31360           </screenshot>
31361         </section>
31362       </section>
31363
31364       <section id="firefoxofflinecirc">
31365         <sectioninfo>
31366           <authorgroup>
31367             <author>
31368               <firstname>Franois</firstname>
31369               <surname>Charbonnier</surname>
31370               <affiliation>
31371                 <orgname>BibLibre</orgname>
31372               </affiliation>
31373             </author>
31374
31375             <editor>
31376               <firstname>Nicole C.</firstname>
31377               <surname>Engard</surname>
31378               <contrib>Changed/edited content where necessary.</contrib>
31379             </editor>
31380           </authorgroup>
31381
31382           <pubdate>2012</pubdate>
31383         </sectioninfo>
31384         <title>Firefox Plugin</title>
31385
31386         <para>There is an offline circulation tool that you can add to your Firefox browser as an
31387           addon. To do so, just go to <ulink url="https://addons.mozilla.org/en/firefox/addon/koct/"
31388             >https://addons.mozilla.org/en/firefox/addon/koct/</ulink> page and click on the
31389           "install now" button. You may have to confirm the installation, just click on "install
31390           now" and then restart Firefox to complete the installation.</para>
31391
31392         <para>Once you have installed the plugins and restarted Firefox, you will see the Koha logo
31393           in the download bar at the bottom right of Firefox.</para>
31394
31395         <screenshot>
31396           <screeninfo>Koha Icon on Add-on Bar</screeninfo>
31397
31398           <mediaobject>
31399             <imageobject>
31400               <imagedata fileref="images/circ/koctstatusbar.png"/>
31401             </imageobject>
31402           </mediaobject>
31403         </screenshot>
31404
31405         <para>A click on the logo will open the tool in its own window.</para>
31406
31407         <screenshot>
31408           <screeninfo>Koha Offline Circ Tool</screeninfo>
31409
31410           <mediaobject>
31411             <imageobject>
31412               <imagedata fileref="images/circ/koct.png"/>
31413             </imageobject>
31414           </mediaobject>
31415         </screenshot>
31416
31417         <para>The plugin consists of four tabs:</para>
31418
31419         <itemizedlist>
31420           <listitem>
31421             <para>The Check Out tab is where you check out items</para>
31422           </listitem>
31423
31424           <listitem>
31425             <para>The Check In tab is where you check in items</para>
31426           </listitem>
31427
31428           <listitem>
31429             <para>The Log tab keeps track of every transaction done while in
31430             offline mode</para>
31431
31432             <itemizedlist>
31433               <listitem>
31434                 <para>The log will keep information until you empty it. Each
31435                 time you open the plugin and it contains data in the log it
31436                 will warn you</para>
31437
31438                 <screenshot>
31439                   <screeninfo>Koha Offline Circ Warning</screeninfo>
31440
31441                   <mediaobject>
31442                     <imageobject>
31443                       <imagedata fileref="images/circ/koctwarn.png"/>
31444                     </imageobject>
31445                   </mediaobject>
31446                 </screenshot>
31447
31448                 <para>If you'd like to clear the log, check the 'I want to
31449                 delete rows' box before hitting the 'OK' button. Otherwise
31450                 clicking 'OK' will keep the items in the log and let you
31451                 continue working with the tool.</para>
31452               </listitem>
31453             </itemizedlist>
31454           </listitem>
31455
31456           <listitem>
31457             <para>The Param tab is to set up the plugin</para>
31458           </listitem>
31459         </itemizedlist>
31460
31461         <para>The first thing you want to do then is to set up the plugin. Go
31462         to the Param tab to set up the plugin</para>
31463
31464         <screenshot>
31465           <screeninfo>Koha Offline CIrc Params</screeninfo>
31466
31467           <mediaobject>
31468             <imageobject>
31469               <imagedata fileref="images/circ/koctparam.png"/>
31470             </imageobject>
31471           </mediaobject>
31472         </screenshot>
31473
31474         <para>Answer the 4 questions presented:</para>
31475
31476         <itemizedlist>
31477           <listitem>
31478             <para>Server = the URL of the librarian interface</para>
31479           </listitem>
31480
31481           <listitem>
31482             <para>Branch Code = the code for the branch where you are
31483             located</para>
31484           </listitem>
31485
31486           <listitem>
31487             <para>Username = your staff account login</para>
31488           </listitem>
31489
31490           <listitem>
31491             <para>Password = your staff account password</para>
31492           </listitem>
31493         </itemizedlist>
31494
31495         <para><important>
31496             <para>To save the settings, you will have to close the plugin
31497             window and re-open it by clicking again on the Koha logo in the
31498             add-on bar.</para>
31499           </important><note>
31500             <para>You can create a staff account dedicated to the offline
31501             circulation. So that, no matter who is at the circulation desk,
31502             they can all use the same login. Along those lines, you can use a
31503             group login that you already have in place for circulation as
31504             well.</para>
31505           </note>Once you have everything set up you can start checking items
31506         in and out.</para>
31507
31508         <para>Checking out:</para>
31509
31510         <screenshot>
31511           <screeninfo>Koha Offline Circulation Check Out</screeninfo>
31512
31513           <mediaobject>
31514             <imageobject>
31515               <imagedata fileref="images/circ/koct.png"/>
31516             </imageobject>
31517           </mediaobject>
31518         </screenshot>
31519
31520         <itemizedlist>
31521           <listitem>
31522             <para>Go to the Check Out tab</para>
31523           </listitem>
31524
31525           <listitem>
31526             <para>Scan the patron barcode</para>
31527           </listitem>
31528
31529           <listitem>
31530             <para>Scan the item barcode</para>
31531           </listitem>
31532
31533           <listitem>
31534             <para>Click 'Save'</para>
31535           </listitem>
31536         </itemizedlist>
31537
31538         <para>Checking in:</para>
31539
31540         <screenshot>
31541           <screeninfo>Koha Offline Circulation Check In</screeninfo>
31542
31543           <mediaobject>
31544             <imageobject>
31545               <imagedata fileref="images/circ/koctcheckin.png"/>
31546             </imageobject>
31547           </mediaobject>
31548         </screenshot>
31549
31550         <itemizedlist>
31551           <listitem>
31552             <para>Go to the Check In tab</para>
31553           </listitem>
31554
31555           <listitem>
31556             <para>Scan the item barcode</para>
31557           </listitem>
31558
31559           <listitem>
31560             <para>Click Save</para>
31561           </listitem>
31562         </itemizedlist>
31563
31564         <para>Each time, you check out or check in an item, a new transaction
31565         is recorded in the local plugin database and you will see, at the
31566         bottom of the plugin how many transactions has been made during the
31567         offline circulation. For example, "10 Row(s) Added" means you did 10
31568         transactions.</para>
31569
31570         <screenshot>
31571           <screeninfo>Koha Offline Circulation Tool Count</screeninfo>
31572
31573           <mediaobject>
31574             <imageobject>
31575               <imagedata fileref="images/circ/koctcount.png"/>
31576             </imageobject>
31577           </mediaobject>
31578         </screenshot>
31579
31580         <para>Then, if you want an overview of every transaction, go to the
31581         Log tab. This tab will show you the transactions in the plugin
31582         database</para>
31583
31584         <screenshot>
31585           <screeninfo>Koha Offline Circulation Log</screeninfo>
31586
31587           <mediaobject>
31588             <imageobject>
31589               <imagedata fileref="images/circ/koctlog.png"/>
31590             </imageobject>
31591           </mediaobject>
31592         </screenshot>
31593
31594         <para><note>
31595             <para>The status will be "Local." as long as you are offline and
31596             don't process the transactions into Koha.</para>
31597           </note>When your Internet connection comes back up you will want to
31598         get these transactions in to Koha. Before processing these
31599         transactions you should be aware of a few issues.</para>
31600
31601         <para>Because you are not connected to your Koha database when using
31602         this plugin holds will need additional processing. If an item you
31603         check in while offline has a hold, the hold is kept on the item.
31604         Since, you can't confirm holds found during the processing of every
31605         check in, the holds stay on the item and will need to be managed
31606         later. If you only checked in a few items you can just keep a record
31607         of them all. If you checked in a lot of items you can use the Holds
31608         Queue once it rebuilds to see what holds made it to the shelf
31609         erroneously.</para>
31610
31611         <para>Similarly, if an patron card was expired, the offline
31612         circulation tool won't know about it, so the checkout will be recorded
31613         regardless of the patron's account being blocked normally.</para>
31614
31615         <para>You have two options for adding this data to Koha</para>
31616
31617         <itemizedlist>
31618           <listitem>
31619             <para>Commit to Koha</para>
31620
31621             <itemizedlist>
31622               <listitem>
31623                 <para>If you checked in/out on more than one computer at the
31624                 same time, what you want is to process every transaction
31625                 consistently. Let's say for instance that one patron checked a
31626                 book out on one computer and then checked the same book in on
31627                 another computer. To be consistent, you need to record the
31628                 check out first and then the check in. Not the opposite! To do
31629                 so, you need to group every transaction in one place, sort
31630                 them all and then, process everything. So, you need to use the
31631                 "Commit to Koha" option from every plugin/computer you worked
31632                 with. This way, the log will go to Koha and be accessible from
31633                 the Offline Circulation page.</para>
31634
31635                 <screenshot>
31636                   <screeninfo>Circulation Menu</screeninfo>
31637
31638                   <mediaobject>
31639                     <imageobject>
31640                       <imagedata fileref="images/circ/offlinecirclink.png"/>
31641                     </imageobject>
31642                   </mediaobject>
31643                 </screenshot>
31644               </listitem>
31645
31646               <listitem>
31647                 <para><emphasis>Get there:</emphasis> Circulation &gt; Pending offline circulation
31648                   actions</para>
31649
31650                 <screenshot>
31651                   <screeninfo>Offline Circulation</screeninfo>
31652
31653                   <mediaobject>
31654                     <imageobject>
31655                       <imagedata fileref="images/circ/offlinecirclog.png"/>
31656                     </imageobject>
31657                   </mediaobject>
31658                 </screenshot>
31659               </listitem>
31660
31661               <listitem>
31662                 <para>Once all of the logs from all of the circulation
31663                 computers are loaded you will be able to check them all or
31664                 select just those you want to process into Koha.</para>
31665               </listitem>
31666
31667               <listitem>
31668                 <para>Click on the Process button and Koha will record every stored transaction one
31669                   by one. For each transaction, the status will change to:</para>
31670
31671                 <itemizedlist>
31672                   <listitem>
31673                     <para>"Success." if the transaction was processed
31674                     correctly</para>
31675                   </listitem>
31676
31677                   <listitem>
31678                     <para>"Borrower not found." if the borrower card number is
31679                     incorrect</para>
31680                   </listitem>
31681
31682                   <listitem>
31683                     <para>"Item not found." if the item barcode is
31684                     wrong</para>
31685                   </listitem>
31686
31687                   <listitem>
31688                     <para>"Item not issued." if you checked in an available
31689                     item</para>
31690                   </listitem>
31691                 </itemizedlist>
31692               </listitem>
31693
31694               <listitem>
31695                 <para>Once finished you will have a summary of all of your
31696                 transactions</para>
31697
31698                 <screenshot>
31699                   <screeninfo>Offline Circulation Summary</screeninfo>
31700
31701                   <mediaobject>
31702                     <imageobject>
31703                       <imagedata fileref="images/circ/offlinecircsuccess.png"/>
31704                     </imageobject>
31705                   </mediaobject>
31706                 </screenshot>
31707               </listitem>
31708             </itemizedlist>
31709           </listitem>
31710
31711           <listitem>
31712             <para>Apply directly</para>
31713
31714             <itemizedlist>
31715               <listitem>
31716                 <para>If you performed all of the circulation actions on one
31717                 computer then everything is sorted already so you can choose
31718                 to "Apply directly"</para>
31719               </listitem>
31720
31721               <listitem>
31722                 <para>The status column will be updated to let you know if the
31723                 transactions were applied</para>
31724
31725                 <itemizedlist>
31726                   <listitem>
31727                     <para>"Success." if the transaction was processed
31728                     correctly</para>
31729                   </listitem>
31730
31731                   <listitem>
31732                     <para>"Borrower not found." if the borrower card number is
31733                     incorrect</para>
31734                   </listitem>
31735
31736                   <listitem>
31737                     <para>"Item not found." if the item barcode is
31738                     wrong</para>
31739                   </listitem>
31740
31741                   <listitem>
31742                     <para>"Item not issued." if you checked in an available
31743                     item</para>
31744                   </listitem>
31745                 </itemizedlist>
31746               </listitem>
31747
31748               <listitem>
31749                 <para>Once you're finished you can review all of the items
31750                 right in the Log tab</para>
31751
31752                 <screenshot>
31753                   <screeninfo>Koha Offline Circulation Apply
31754                   Directly</screeninfo>
31755
31756                   <mediaobject>
31757                     <imageobject>
31758                       <imagedata fileref="images/circ/koctdirectly.png"/>
31759                     </imageobject>
31760                   </mediaobject>
31761                 </screenshot>
31762               </listitem>
31763             </itemizedlist>
31764           </listitem>
31765         </itemizedlist>
31766
31767         <para>Once you are done you can clear the log by clicking Clear. If
31768         you don't you will be warned the next time you open the Offline
31769         Circulation tool.</para>
31770
31771         <screenshot>
31772           <screeninfo>Koha Offline Circulation Tool Warning</screeninfo>
31773
31774           <mediaobject>
31775             <imageobject>
31776               <imagedata fileref="images/circ/koctwarn.png"/>
31777             </imageobject>
31778           </mediaobject>
31779         </screenshot>
31780       </section>
31781
31782       <section id="windowsofflinecirc">
31783         <title>Offline Circ Tool for Windows</title>
31784
31785         <para>The Offline Circulation Utility can be downloaded at: <ulink
31786             url="https://github.com/bywatersolutions/koha-offline-circulation/releases"
31787             >https://github.com/bywatersolutions/koha-offline-circulation/releases</ulink></para>
31788         <para>To generate a borrowers.db file for loading in to the Windows tool you will need to
31789           run the <link linkend="offlinecirccron">file generator via a cron job</link>.</para>
31790         <section id="uploadofflinecirc">
31791           <title>Upload Offline Circ File</title>
31792           <para>The <link linkend="windowsofflinecirc">offline circulation tool for Windows</link>
31793             will generate a KOC file that you can upload into Koha once your system comes back
31794             up.</para>
31795           <para>On the Circulation menu click 'Upload offline circulation file (.koc)'</para>
31796           <screenshot>
31797             <screeninfo>Circulation menu</screeninfo>
31798             <mediaobject>
31799               <imageobject>
31800                 <imagedata fileref="images/circ/offlinecirclink.png"/>
31801               </imageobject>
31802             </mediaobject>
31803           </screenshot>
31804           <para>Browse your computer for the *.koc file</para>
31805           <screenshot>
31806             <screeninfo>Upload KOC File</screeninfo>
31807             <mediaobject>
31808               <imageobject>
31809                 <imagedata fileref="images/circ/uploadofflinecirc.png"/>
31810               </imageobject>
31811             </mediaobject>
31812           </screenshot>
31813           <para>Once the file is uploaded, click the process the file</para>
31814           <screenshot>
31815             <screeninfo>Process offline circulation file</screeninfo>
31816             <mediaobject>
31817               <imageobject>
31818                 <imagedata fileref="images/circ/processoffline.png"/>
31819               </imageobject>
31820             </mediaobject>
31821           </screenshot>
31822           <para>When this is complete you'll be able to upload another file or tend to pending
31823             offline circulation actions.</para>
31824           <screenshot>
31825             <screeninfo>Summary of offline actions</screeninfo>
31826             <mediaobject>
31827               <imageobject>
31828                 <imagedata fileref="images/circ/offlinesummary.png"/>
31829               </imageobject>
31830             </mediaobject>
31831           </screenshot>
31832           <para>After clicking 'View pending offline circulation actions' you will be brought to a
31833             summary of all of the actions you loaded in to Koha in your *.koc file.</para>
31834           <screenshot>
31835             <screeninfo>Offline Circulation</screeninfo>
31836             <mediaobject>
31837               <imageobject>
31838                 <imagedata fileref="images/circ/offlinecirclog.png"/>
31839               </imageobject>
31840             </mediaobject>
31841           </screenshot>
31842           <itemizedlist>
31843             <listitem>
31844               <para>Once all of the logs from all of the circulation computers are loaded you will
31845                 be able to check them all or select just those you want to process into Koha.</para>
31846             </listitem>
31847             <listitem>
31848               <para>Click on the Process button and Koha will record every stored transaction one by
31849                 one. For each transaction, the status will change to:<itemizedlist>
31850                   <listitem>
31851                     <para>"Success." if the transaction was processed correctly</para>
31852                   </listitem>
31853                   <listitem>
31854                     <para>"Borrower not found." if the borrower card number is incorrect</para>
31855                   </listitem>
31856                   <listitem>
31857                     <para>"Item not found." if the item barcode is wrong</para>
31858                   </listitem>
31859                   <listitem>
31860                     <para>"Item not issued." if you checked in an available item</para>
31861                   </listitem>
31862                 </itemizedlist></para>
31863             </listitem>
31864           </itemizedlist>
31865           <para>Once finished you will have a summary of all of your transactions</para>
31866           <screenshot>
31867             <screeninfo>Offline Circulation Summary</screeninfo>
31868             <mediaobject>
31869               <imageobject>
31870                 <imagedata fileref="images/circ/offlinecircsuccess.png"/>
31871               </imageobject>
31872             </mediaobject>
31873           </screenshot>
31874         </section>
31875       </section>
31876     </section>
31877   </chapter>
31878
31879   <chapter id="cataloging">
31880     <title>Cataloging</title>
31881
31882     <para>Before you start cataloging in Koha you're going to want to do some
31883     basic setup. Refer to the <link linkend="implementation">Implementation
31884     Checklist</link> for a full list of these things. Most importantly you're
31885     going to want to make sure that your <link linkend="marcbibframeworks">Frameworks</link> are all defined the way you
31886     want. Once in the cataloging module you will not be able to add or remove
31887     fields and subfields so your frameworks must be ready before you start
31888     cataloging.</para>
31889     <para>You can also use OCLC Connexion to send records directly in to Koha.  For more information
31890       on that please review the <link linkend="oclcappendix">OCLC Connexion Setup
31891       appendix</link>.</para>
31892
31893     <itemizedlist>
31894       <listitem>
31895         <para><emphasis>Get there:</emphasis> More &gt; Cataloging</para>
31896       </listitem>
31897     </itemizedlist>
31898
31899     <section id="catbibs">
31900       <title>Bibliographic Records</title>
31901
31902       <para>In Koha the bibliographic record contains the main information
31903       related to the material. This includes things like the title, author,
31904       ISBN, etc. This information is stored in Koha in Marc (different flavors
31905       of Marc are supported in Koha). Once this information is saved, <link linkend="catitems">items or holdings</link> can be attached.</para>
31906
31907       <section id="addbibrec">
31908         <title>Adding Records</title>
31909
31910         <para>Records can be added to Koha via original or copy cataloging. You can also choose to
31911           use the basic or advanced cataloging interface for all of your work.  </para>
31912         <para>If you would like to catalog a record using a blank template in the basic
31913           editor</para>
31914
31915         <itemizedlist>
31916           <listitem>
31917             <para>Click 'New Record'</para>
31918
31919             <screenshot>
31920               <screeninfo>New Record Menu</screeninfo>
31921
31922               <mediaobject>
31923                 <imageobject>
31924                   <imagedata fileref="images/cataloging/newfromframework.png"/>
31925                 </imageobject>
31926               </mediaobject>
31927             </screenshot>
31928
31929             <itemizedlist>
31930               <listitem>
31931                 <para>Choose the framework you would like to base your record
31932                 off of</para>
31933               </listitem>
31934             </itemizedlist>
31935           </listitem>
31936         </itemizedlist>
31937         <para>If you would like to catalog a record using a blank template in the advanced editor<itemizedlist>
31938             <listitem>
31939               <para>Enable the <link linkend="EnableAdvancedCatalogingEditor"
31940                   >EnableAdvancedCatalogingEditor</link> preference</para>
31941             </listitem>
31942             <listitem>
31943               <para>Click the 'Advanced editor' button<screenshot>
31944                   <screeninfo>Advanced editor button</screeninfo>
31945                   <mediaobject>
31946                     <imageobject>
31947                       <imagedata fileref="images/cataloging/advanceditorbtn.png"/>
31948                     </imageobject>
31949                   </mediaobject>
31950                 </screenshot></para>
31951             </listitem>
31952           </itemizedlist></para>
31953
31954         <para>If you want to catalog a record based on an existing record at another library in the
31955           editor you last used (basic or advanced)</para>
31956
31957         <itemizedlist>
31958           <listitem>
31959             <para>Click 'New from Z39.50/SRU'</para>
31960
31961             <screenshot>
31962               <screeninfo>Z39.50 Search</screeninfo>
31963
31964               <mediaobject>
31965                 <imageobject>
31966                   <imagedata fileref="images/cataloging/zsearch.png"/>
31967                 </imageobject>
31968               </mediaobject>
31969             </screenshot>
31970
31971             <itemizedlist>
31972               <listitem>
31973                 <para>Search for the item you would like to catalog</para>
31974
31975                 <itemizedlist>
31976                   <listitem>
31977                     <note>
31978                       <para>If no results are found, try searching for fewer
31979                       fields, not all Z39.50 targets can search all of the
31980                       fields above.</para>
31981                     </note>
31982                   </listitem>
31983                 </itemizedlist>
31984               </listitem>
31985
31986               <listitem>
31987                 <para>Search targets can be altered by using the <link linkend="z3950admin">Z39.50 Admin</link> area.</para>
31988               </listitem>
31989
31990               <listitem>
31991                 <para>From the results you can view the MARC or Card view for
31992                 the records or choose to Import them into Koha</para>
31993
31994                 <screenshot>
31995                   <screeninfo>Z39.50 Search Results</screeninfo>
31996
31997                   <mediaobject>
31998                     <imageobject>
31999                       <imagedata fileref="images/cataloging/zsearchresults.png"/>
32000                     </imageobject>
32001                   </mediaobject>
32002                 </screenshot>
32003
32004                 <itemizedlist>
32005                   <listitem>
32006                     <para>In addition to the Import link to the right of each
32007                     title, you can click on the title you're interested in and
32008                     a menu will pop up with links to preview the record and
32009                     import it</para>
32010
32011                     <screenshot>
32012                       <screeninfo>Import Link Popup on Z39.50 Search
32013                       Results</screeninfo>
32014
32015                       <mediaobject>
32016                         <imageobject>
32017                           <imagedata fileref="images/cataloging/importz39.png"/>
32018                         </imageobject>
32019                       </mediaobject>
32020                     </screenshot>
32021                   </listitem>
32022
32023                   <listitem>
32024                     <para>If you don't find the title you need in your Z39.50
32025                     search results you can click the 'Try Another Search'
32026                     button at the bottom left of your results</para>
32027
32028                     <screenshot>
32029                       <screeninfo>Try another search</screeninfo>
32030
32031                       <mediaobject>
32032                         <imageobject>
32033                           <imagedata fileref="images/cataloging/tryanotherzsearch.png"/>
32034                         </imageobject>
32035                       </mediaobject>
32036                     </screenshot>
32037                   </listitem>
32038                 </itemizedlist>
32039               </listitem>
32040             </itemizedlist>
32041           </listitem>
32042         </itemizedlist>
32043         <section id="basicatalog">
32044           <title>Basic Editor Cataloging</title>
32045           <para>In the basic editor once you've opened a blank framework or imported a record via
32046             Z39.50 you will be presented with the form to continue cataloging</para>
32047           <screenshot>
32048             <screeninfo>Add MARC Record</screeninfo>
32049             <mediaobject>
32050               <imageobject>
32051                 <imagedata fileref="images/cataloging/addmarc.png"/>
32052               </imageobject>
32053             </mediaobject>
32054           </screenshot>
32055           <itemizedlist>
32056             <listitem>
32057               <para>If you would rather not see the MARC tag numbers you can change the value in
32058                 your <link linkend="hide_marc">hide_marc</link> system preference or each user can
32059                 check the box next to 'Show tags' at the top of the editor.</para>
32060             </listitem>
32061             <listitem>
32062               <para>To expand a collapsed tag click on the tag description</para>
32063             </listitem>
32064             <listitem>
32065               <para>To get help from the Library of Congress on a Marc tag click the question mark
32066                 (?) to the right of each field number</para>
32067               <itemizedlist>
32068                 <listitem>
32069                   <para>If you feel that this clutters the screen you can hide the question marks by
32070                     unchecking the box next to the 'Show MARC tag documentation links' note at the
32071                     top right of the editor</para>
32072                   <screenshot>
32073                     <screeninfo>Show MARC tag documentation links checkbox</screeninfo>
32074                     <mediaobject>
32075                       <imageobject>
32076                         <imagedata fileref="images/cataloging/marcdoclinks.png"/>
32077                       </imageobject>
32078                     </mediaobject>
32079                   </screenshot>
32080                 </listitem>
32081               </itemizedlist>
32082             </listitem>
32083             <listitem>
32084               <para>Sometimes fields may not be editable due to the value in your <link
32085                   linkend="BiblioAddsAuthorities">BiblioAddsAuthorities</link> system preference. If
32086                 you have this preference set to not allow catalogers to type in fields controlled by
32087                 authorities you may see a lock symbol to the left of the field.</para>
32088               <screenshot>
32089                 <screeninfo>Authority fields locked against editing</screeninfo>
32090                 <mediaobject>
32091                   <imageobject>
32092                     <imagedata fileref="images/cataloging/lockedauthority.png"/>
32093                   </imageobject>
32094                 </mediaobject>
32095               </screenshot>
32096               <itemizedlist>
32097                 <listitem>
32098                   <para>If this icon appears you must click the icon to the right of the field to
32099                     search for an existing authority.</para>
32100                   <screenshot>
32101                     <screeninfo>Search for authority</screeninfo>
32102                     <mediaobject>
32103                       <imageobject>
32104                         <imagedata fileref="images/cataloging/catauthoritysearch.png"/>
32105                       </imageobject>
32106                     </mediaobject>
32107                   </screenshot>
32108                 </listitem>
32109                 <listitem>
32110                   <para>From the results list click 'Choose authority' to bring that into your
32111                     catalog record</para>
32112                   <screenshot>
32113                     <screeninfo>Authority search results</screeninfo>
32114                     <mediaobject>
32115                       <imageobject>
32116                         <imagedata fileref="images/cataloging/catauthoritysearchresults.png"/>
32117                       </imageobject>
32118                     </mediaobject>
32119                   </screenshot>
32120                 </listitem>
32121               </itemizedlist>
32122             </listitem>
32123             <listitem>
32124               <para>To duplicate a field click on the 'repeat this tag' icon to the right of the
32125                 tag</para>
32126               <screenshot>
32127                 <screeninfo>Duplicate a Field</screeninfo>
32128                 <mediaobject>
32129                   <imageobject>
32130                     <imagedata fileref="images/cataloging/dupfield.png"/>
32131                   </imageobject>
32132                 </mediaobject>
32133               </screenshot>
32134               <itemizedlist>
32135                 <listitem>
32136                   <para>To move subfields in to the right order, click the up arrow to the left of
32137                     the field</para>
32138                 </listitem>
32139                 <listitem>
32140                   <para>To duplicate a subfield click on the clone icon (to remove a copied field,
32141                     click the delete clone icon) to the right of the field</para>
32142                   <screenshot>
32143                     <screeninfo>Clone Subfield</screeninfo>
32144                     <mediaobject>
32145                       <imageobject>
32146                         <imagedata fileref="images/cataloging/clonesubfield.png"/>
32147                       </imageobject>
32148                     </mediaobject>
32149                   </screenshot>
32150                 </listitem>
32151                 <listitem>
32152                   <para>To remove a subfield (if there is more than one of the same type), click the
32153                     - (minus sign) to the right of the field</para>
32154                 </listitem>
32155               </itemizedlist>
32156             </listitem>
32157             <listitem>
32158               <para>To use a plugin click on the icon to the right of the filed</para>
32159               <screenshot>
32160                 <screeninfo>Leader Builder Plugin</screeninfo>
32161                 <mediaobject>
32162                   <imageobject>
32163                     <imagedata fileref="images/cataloging/leaderbuilder.png"/>
32164                   </imageobject>
32165                 </mediaobject>
32166               </screenshot>
32167               <itemizedlist>
32168                 <listitem>
32169                   <para>Some fixed fields have editors that will change based on the material type
32170                     you're cataloging (for example the 006 and the 008 fields)</para>
32171                   <screenshot>
32172                     <screeninfo>008 Plugin</screeninfo>
32173                     <mediaobject>
32174                       <imageobject>
32175                         <imagedata fileref="images/cataloging/008plugin.png"/>
32176                       </imageobject>
32177                     </mediaobject>
32178                   </screenshot>
32179                 </listitem>
32180               </itemizedlist>
32181             </listitem>
32182             <listitem>
32183               <para>Once you've finished, click the 'Save' button at the top and choose whether you
32184                 want to save and view the bib record you have created or continue on to add/edit
32185                 items attached to the record</para>
32186               <screenshot>
32187                 <screeninfo>Record save options</screeninfo>
32188                 <mediaobject>
32189                   <imageobject>
32190                     <imagedata fileref="images/cataloging/savecataloging.png"/>
32191                   </imageobject>
32192                 </mediaobject>
32193               </screenshot>
32194               <itemizedlist>
32195                 <listitem>
32196                   <para>Choosing 'Save and view record' will bring you right to the record you just
32197                     cataloged</para>
32198                 </listitem>
32199                 <listitem>
32200                   <para>Choosing 'Save and edit items' will bring you to the add/edit item form
32201                     after saving the bib record so that you can attach holdings</para>
32202                 </listitem>
32203                 <listitem>
32204                   <para>Choosing 'Save and continute editing' will allow you to save your work so
32205                     far and keep you in the editor to continue working</para>
32206                 </listitem>
32207               </itemizedlist>
32208             </listitem>
32209             <listitem>
32210               <para>If you are about to add a duplicate record to the system you will be warned
32211                 before saving</para>
32212               <screenshot>
32213                 <screeninfo>Duplicate Record Warning</screeninfo>
32214                 <mediaobject>
32215                   <imageobject>
32216                     <imagedata fileref="images/cataloging/duprecordwarn.png"/>
32217                   </imageobject>
32218                 </mediaobject>
32219               </screenshot>
32220             </listitem>
32221           </itemizedlist>
32222         </section>
32223         <section id="advancededitor">
32224           <title>Advanced Editor Cataloging</title>
32225           <para>In order to use the Advanced cataloging editor you need to enable the <link
32226               linkend="EnableAdvancedCatalogingEditor">EnableAdvancedCatalogingEditor</link>
32227             preference.</para>
32228           <para>
32229             <important>
32230               <para>This feature is currently experimental, and may have bugs that cause corruption
32231                 of records. It also does not include any support for UNIMARC or NORMARC fixed
32232                 fields. Please help us test it and report any bugs, but do so at your own risk.
32233               </para>
32234             </important>
32235           </para><para>In the advanced editor once you've opened a blank framework or imported a record
32236             via Z39.50 you will be presented with the form to continue cataloging<screenshot>
32237               <screeninfo>Advanced cataloging editor</screeninfo>
32238               <mediaobject>
32239                 <imageobject>
32240                   <imagedata fileref="images/cataloging/advancededitor.png"/>
32241                 </imageobject>
32242               </mediaobject>
32243             </screenshot></para>
32244           <para>Using the search box on the left you can perform Z39.50 searches</para>
32245           <screenshot>
32246             <screeninfo>Advanced Z39.50 results</screeninfo>
32247             <mediaobject>
32248               <imageobject>
32249                 <imagedata fileref="images/cataloging/advancedzresults.png"/>
32250               </imageobject>
32251             </mediaobject>
32252           </screenshot>
32253           <para>And from those Z39.50 results you can view the marc record by clicking the link to
32254             the right</para>
32255           <screenshot>
32256             <screeninfo>Advanced Z39.50 results</screeninfo>
32257             <mediaobject>
32258               <imageobject>
32259                 <imagedata fileref="images/cataloging/advancedzviewmarc.png"/>
32260               </imageobject>
32261             </mediaobject>
32262           </screenshot>
32263           <para>Clicking 'Import' will bring the record in to the editor where you can perform your
32264             edits</para>
32265           <screenshot>
32266             <screeninfo>Advanced Cataloging</screeninfo>
32267             <mediaobject>
32268               <imageobject>
32269                 <imagedata fileref="images/cataloging/advancedcataloging.png"/>
32270               </imageobject>
32271             </mediaobject>
32272           </screenshot>
32273           <note>
32274             <para>When adding a new field in the Advanced Editor, you need to key underscores for a
32275               blank indicator, and surround the indicators with spaces. </para>
32276           </note>
32277           <note>
32278             <para>You need to key a space before the first subfield delimiter, but not before or
32279               after other subfield delimiters in the field. </para>
32280           </note>
32281           <para>At the bottom of the editor you will see help from the Library of Congress for the
32282             field you are on.  In cases where your MARC is invalid you will see red highlighting. To
32283             edit the record using only keyboard functions the Keyboard shortcuts button will inform
32284             you of the necessary commands</para>
32285           <screenshot>
32286             <screeninfo>Advanced Z39.50 results</screeninfo>
32287             <mediaobject>
32288               <imageobject>
32289                 <imagedata fileref="images/cataloging/advancedkeyshort.png"/>
32290               </imageobject>
32291             </mediaobject>
32292           </screenshot>
32293           <section id="advancedkeyshortcuts">
32294             <title>Advanced Cataloging Keyboard Shortcuts</title>
32295             <para>The following keyboard shortcuts can be used in the advanced cataloging module to
32296               save time and clicking.</para>
32297             <informaltable class="table table-condensed">
32298               <tgroup cols="2">
32299                 <colspec colnum="1" colname="col1"/>
32300                 <colspec colnum="2" colname="col2"/>
32301                 <thead>
32302                   <row>
32303                     <entry>Shortcut</entry>
32304                     <entry>Behavior</entry>
32305                   </row>
32306                 </thead>
32307                 <tbody>
32308                   <row>
32309                     <entry>Ctrl-D</entry>
32310                     <entry>Insert delimiter (‡)</entry>
32311                   </row>
32312                   <row>
32313                     <entry>Ctrl-H</entry>
32314                     <entry>Get help on current subfield</entry>
32315                   </row>
32316                   <row>
32317                     <entry>Ctrl-S</entry>
32318                     <entry>Save record</entry>
32319                   </row>
32320                   <row>
32321                     <entry>Ctrl-X</entry>
32322                     <entry>Delete current field</entry>
32323                   </row>
32324                   <row>
32325                     <entry>Ctrl-Shift-X</entry>
32326                     <entry>Delete current subfield</entry>
32327                   </row>
32328                   <row>
32329                     <entry>Enter</entry>
32330                     <entry>New field on next line</entry>
32331                   </row>
32332                   <row>
32333                     <entry>Shift-Enter</entry>
32334                     <entry>Insert line break</entry>
32335                   </row>
32336                   <row>
32337                     <entry>Tab</entry>
32338                     <entry>Move to next position</entry>
32339                   </row>
32340                   <row>
32341                     <entry>Shift-Tab</entry>
32342                     <entry>Move to previous position</entry>
32343                   </row>
32344                 </tbody>
32345               </tgroup>
32346             </informaltable>
32347           </section>
32348           <section id="macroscataloging">
32349             <title>Macros in Advanced Cataloging</title>
32350             <para>To record a new macro:<itemizedlist>
32351                 <listitem>
32352                   <para>Select the "&gt; Macros..." button</para>
32353                 </listitem>
32354                 <listitem>
32355                   <para>A window will pop up. In this window, select "New macro...," key the new
32356                     macro's name in the pop-up box and select OK.</para>
32357                 </listitem>
32358                 <listitem>
32359                   <para>Now click to the right of the little number 1, and key the first line of
32360                     your macro. For a multi-line, i.e., multi-field macro, hit the return key so
32361                     that a little number 2 appears, and key the second line/field, etc.</para>
32362                 </listitem>
32363                 <listitem>
32364                   <para>Your macros will be automatically saved. When finished you can select the
32365                     "x" to close the window, or select a macro to run on the record that you're
32366                     editing, or select another macro to run.</para>
32367                 </listitem>
32368               </itemizedlist></para>
32369             <para>To edit an existing macro:<itemizedlist>
32370                 <listitem>
32371                   <para>Select the "&gt; Macros..." button</para>
32372                 </listitem>
32373                 <listitem>
32374                   <para>A window will pop up. In this window, select the macro that you wish to edit
32375                     &amp; make your changes. </para>
32376                 </listitem>
32377                 <listitem>
32378                   <para>Your work will automatically be saved, and when finished you can select the
32379                     "x" to close the window, or select a macro to run on the record that you're
32380                     editing, or select another macro to run.</para>
32381                 </listitem>
32382               </itemizedlist></para>
32383             <para>The basic syntax of the macro language:</para>
32384             <para>
32385               <itemizedlist>
32386                 <listitem>
32387                   <para>new 500=‡aEdited with Rancor<itemizedlist>
32388                       <listitem>
32389                         <para>Creates a new 500 with a ‡a subfield and sets it to "Edited with
32390                           Rancor".</para>
32391                       </listitem>
32392                     </itemizedlist></para>
32393                 </listitem>
32394                 <listitem>
32395                   <para>245c= by J.K. Rowling.<itemizedlist>
32396                       <listitem>
32397                         <para>Sets the first ‡c subfield of the first 245 tag in the record to " by
32398                           J.K. Rowling", creating it if necessary.</para>
32399                       </listitem>
32400                     </itemizedlist></para>
32401                 </listitem>
32402                 <listitem>
32403                   <para>082a={084a}<itemizedlist>
32404                       <listitem>
32405                         <para>Sets the ‡a subfield of the first 082 tag (creating the subfield if
32406                           necessary) to the contents of the first 084‡a.</para>
32407                       </listitem>
32408                     </itemizedlist></para>
32409                 </listitem>
32410                 <listitem>
32411                   <para> indicators=_1<itemizedlist>
32412                       <listitem>
32413                         <para>Sets the indicators of the last mentioned tag (in this case, 082) to
32414                           "_" and "1".</para>
32415                       </listitem>
32416                     </itemizedlist></para>
32417                 </listitem>
32418                 <listitem>
32419                   <para> new 090a=Z674.75.W67<itemizedlist>
32420                       <listitem>
32421                         <para>Creates a new ‡a subfield on the first 090 (but only if that field
32422                           already exists) and sets it to Z674.75.W67.</para>
32423                       </listitem>
32424                     </itemizedlist></para>
32425                 </listitem>
32426                 <listitem>
32427                   <para>new 090a at end=Z674.75.W67<itemizedlist>
32428                       <listitem>
32429                         <para>Same as above.</para>
32430                       </listitem>
32431                     </itemizedlist></para>
32432                 </listitem>
32433                 <listitem>
32434                   <para>new 245b after a= a tale of might and magic / <itemizedlist>
32435                       <listitem>
32436                         <para>Creates a new ‡b after the first a subfield and sets it to " a tale of
32437                           might and magic /".</para>
32438                       </listitem>
32439                     </itemizedlist></para>
32440                 </listitem>
32441                 <listitem>
32442                   <para>delete 245b<itemizedlist>
32443                       <listitem>
32444                         <para>Deletes the first ‡b subfield on the first 245 to ‡b</para>
32445                       </listitem>
32446                     </itemizedlist></para>
32447                 </listitem>
32448               </itemizedlist>
32449             </para>
32450           </section>
32451         </section>
32452       </section>
32453
32454       <section id="cataloganalytics">
32455         <title>Adding Analytic Records</title>
32456
32457         <para>Libraries sometimes make journal articles and articles within
32458         monographs and serials accessible to library patrons through analytics
32459         cataloging. Analytics cataloging creates separate bibliographic
32460         records for these articles, chapters, sections, etc. found within a
32461         larger resource such as a book, an article within a journal, newspaper
32462         or serial. In analytics cataloging, although a separate bib record is
32463         created for the title, it is not physically separated from the host
32464         item.  Learn more about Analytics in Chapter 13 of AACR2.</para>
32465
32466         <para>If you would like to catalog analytic records there are two options. One is to use the
32467             <link linkend="catalogeasyanalytics">Easy Analytics</link> funtion; the other is the
32468             <link linkend="catalogenhanceanalytics">Analytics Enhanced Workflow</link>.</para>
32469         <section id="catalogeasyanalytics">
32470           <title>Easy Analytics</title>
32471           <para>The Easy Analytics feature makes linking analytic records together easier.  The
32472             first thing you need to do is set the <link linkend="EasyAnalyticalRecords"
32473               >EasyAnalyticalRecords</link> preference to 'Display' and the <link
32474               linkend="UseControlNumber">UseControlNumber</link> preference to 'Don't use.' </para>
32475           <para>After cataloging your analytic record (see <link linkend="addbibrec">Adding
32476               Records</link> for more on creating records) click 'Edit' from the normal view and
32477             choose to 'Link to Host Item'</para>
32478           <screenshot>
32479             <screeninfo>Link to Host Item</screeninfo>
32480             <mediaobject>
32481               <imageobject>
32482                 <imagedata fileref="images/cataloging/analyticslink.png"/>
32483               </imageobject>
32484             </mediaobject>
32485           </screenshot>
32486           <para>This will prompt you to enter the barcode for the item this record should be linked
32487             to.</para>
32488           <screenshot>
32489             <screeninfo>Barcode for Analytic Linking</screeninfo>
32490             <mediaobject>
32491               <imageobject>
32492                 <imagedata fileref="images/cataloging/analyticsbarcode.png"/>
32493               </imageobject>
32494             </mediaobject>
32495           </screenshot>
32496           <para>After entering the item's barcode and clicking 'Select' you will receive a
32497             confirmation message.</para>
32498           <screenshot>
32499             <screeninfo>Analytic Link Success</screeninfo>
32500             <mediaobject>
32501               <imageobject>
32502                 <imagedata fileref="images/cataloging/analyticlinksuccess.png"/>
32503               </imageobject>
32504             </mediaobject>
32505           </screenshot>
32506           <para>The record will now have the 773 field filled in properly to complete the
32507             link.</para>
32508           <screenshot>
32509             <screeninfo>773</screeninfo>
32510             <mediaobject>
32511               <imageobject>
32512                 <imagedata fileref="images/cataloging/analytics773.png"/>
32513               </imageobject>
32514             </mediaobject>
32515           </screenshot>
32516           <para>To view all of the items tied to the host record, do a search for the record, click
32517             the Analytics tab on the left and the analytics tied to each barcode will be shown under
32518             the "Used in" column.</para>
32519           <screenshot>
32520             <screeninfo>Analytics Tab</screeninfo>
32521             <mediaobject>
32522               <imageobject>
32523                 <imagedata fileref="images/cataloging/analyticstab.png"/>
32524               </imageobject>
32525             </mediaobject>
32526           </screenshot>
32527           <note>
32528             <para>It is also possible to create analytic records from this screen by clicking on
32529               "Create Analytics"</para>
32530           </note>
32531           <para>You can also see the analytics attached to this record by clicking the 'Show
32532             Analytic' link towards the top of the record in the normal view.</para>
32533           <screenshot>
32534             <screeninfo>Show Analytics on Bib Record</screeninfo>
32535             <mediaobject>
32536               <imageobject>
32537                 <imagedata fileref="images/cataloging/anayticbib.png"/>
32538               </imageobject>
32539             </mediaobject>
32540           </screenshot>
32541           <para>When looking at the anaytic record you will also see a link to the host item under
32542             the 'Host records' column in the holdings table when viewing the 'Analtyics' tab.</para>
32543           <screenshot>
32544               <screeninfo>Host Record</screeninfo>
32545               <mediaobject>
32546                 <imageobject>
32547                   <imagedata fileref="images/cataloging/hostrecords.png"/>
32548                 </imageobject>
32549               </mediaobject>
32550             </screenshot>
32551         </section>
32552         <section id="catalogenhanceanalytics">
32553           <title>Analytics Enhanced Workflow </title>
32554           <para>To use the Enhanced Workflow method of adding analytics, the first thing you need to
32555             do is set the <link linkend="EasyAnalyticalRecords">EasyAnalyticalRecords</link>
32556             preference to 'Don't display' and the <link linkend="UseControlNumber"
32557               >UseControlNumber</link> preference to 'Use.' </para>
32558           <para>After cataloging your original record (see <link linkend="addbibrec">Adding
32559               Records</link> for more on creating records) click 'New' from the normal view and
32560             choose to 'New child record.'</para>
32561           <screenshot>
32562               <screeninfo>New child record</screeninfo>
32563               <mediaobject>
32564                 <imageobject>
32565                   <imagedata fileref="images/cataloging/analyticschildlink.png"/>
32566                 </imageobject>
32567               </mediaobject>
32568             </screenshot>
32569           <para>This will open a new blank record for cataloging. The blank record will only have
32570             the 773 field filled in properly to complete the link once the record is saved.</para>
32571           <screenshot>
32572             <screeninfo>773</screeninfo>
32573             <mediaobject>
32574               <imageobject>
32575                 <imagedata fileref="images/cataloging/analytics773child.png"/>
32576               </imageobject>
32577             </mediaobject>
32578           </screenshot>
32579           <para>To view all of the items tied to the host record, do a search for the record, click
32580             the Analytics tab on the left and the analytics tied to each barcode will be shown under
32581             the "Used in" column.</para>
32582           <screenshot>
32583             <screeninfo>Analytics Tab</screeninfo>
32584             <mediaobject>
32585               <imageobject>
32586                 <imagedata fileref="images/cataloging/analyticstab.png"/>
32587               </imageobject>
32588             </mediaobject>
32589           </screenshot>
32590           <para>You can also see the analytics attached to this record by clicking the 'Show
32591             Analytic' link towards the top of the record in the normal view.</para>
32592           <screenshot>
32593             <screeninfo>Show Analytics on Bib Record</screeninfo>
32594             <mediaobject>
32595               <imageobject>
32596                 <imagedata fileref="images/cataloging/anayticbib.png"/>
32597               </imageobject>
32598             </mediaobject>
32599           </screenshot>
32600           <para>When looking at the anaytic record you will also see a link to the host item under
32601             the 'Host records' column in the holdings table when viewing the 'Analtyics' tab.</para>
32602           <screenshot>
32603               <screeninfo>Host Record</screeninfo>
32604               <mediaobject>
32605                 <imageobject>
32606                   <imagedata fileref="images/cataloging/hostrecords.png"/>
32607                 </imageobject>
32608               </mediaobject>
32609             </screenshot>
32610         </section>
32611         <section id="analyticediting">
32612           <title>Editing Analytics</title>
32613           <para>If you have linked an analytic record incorrectly you can remove that link by
32614             editing the item on the analytic record (not the host record). To do this, go to the
32615             analytic record and click the 'Edit' button and choose to 'Edit items'. To the left of
32616             each item you will see two options.</para>
32617           <screenshot>
32618             <screeninfo>Edit Analytic Item Record</screeninfo>
32619             <mediaobject>
32620               <imageobject>
32621                 <imagedata fileref="images/cataloging/analyticdelink.png"/>
32622               </imageobject>
32623             </mediaobject>
32624           </screenshot>
32625           <itemizedlist>
32626             <listitem>
32627               <para>Clicking 'Edit in Host' will allow you to edit the item on the host
32628                 record.</para>
32629             </listitem>
32630             <listitem>
32631               <para>Clicking 'Delink' will remove the 773 field and the link between the analytic
32632                 and the host.</para>
32633             </listitem>
32634           </itemizedlist>
32635         </section>
32636       </section>
32637
32638       <section id="editbibrec">
32639         <title>Editing Records</title>
32640
32641         <para>To edit a record you can click 'Edit Biblio' from the search
32642         results on the cataloging page</para>
32643
32644         <screenshot>
32645           <screeninfo>Edit Biblio Option on Search Results</screeninfo>
32646
32647           <mediaobject>
32648             <imageobject>
32649               <imagedata fileref="images/cataloging/catalogsearch.png"/>
32650             </imageobject>
32651           </mediaobject>
32652         </screenshot>
32653
32654         <para>or by clicking the Edit button on the Bibliographic Record and
32655         choosing 'Edit Record'</para>
32656
32657         <screenshot>
32658           <screeninfo>Edit Record Option on Bibliographic Record</screeninfo>
32659
32660           <mediaobject>
32661             <imageobject>
32662               <imagedata fileref="images/cataloging/editrecord.png"/>
32663             </imageobject>
32664           </mediaobject>
32665         </screenshot>
32666
32667         <para>The record will open in the MARC editor</para>
32668
32669         <screenshot>
32670           <screeninfo>Editing MARC Record</screeninfo>
32671
32672           <mediaobject>
32673             <imageobject>
32674               <imagedata fileref="images/cataloging/editingrecord.png"/>
32675             </imageobject>
32676           </mediaobject>
32677         </screenshot>
32678
32679         <para>The alternative is to search via Z39.50 to overlay your record
32680         with a fuller record found at another library. You can do this by
32681         choosing 'Replace Record via Z39.50' from the Edit menu.</para>
32682
32683         <screenshot>
32684           <screeninfo>Replace via Z39.50</screeninfo>
32685
32686           <mediaobject>
32687             <imageobject>
32688               <imagedata fileref="images/cataloging/replaceviaz39.png"/>
32689             </imageobject>
32690           </mediaobject>
32691         </screenshot>
32692
32693         <para>Once you choose that you will be brought to a Z39.50 search
32694         window to search other libraries for the record in question.</para>
32695
32696         <para>Once you have made your edits (via either method) you can click
32697         'Save' at the top left of the editor.</para>
32698
32699         <para>You can also use the edit menu to add your own custom cover
32700         image if you have either <link linkend="OPACLocalCoverImages">OPACLocalCoverImages</link> and/or
32701         <link linkend="LocalCoverImages">LocalCoverImages</link> set to
32702         'Display' by choosing 'Upload Image' from the menu.</para>
32703
32704         <screenshot>
32705           <screeninfo>Upload Image</screeninfo>
32706
32707           <mediaobject>
32708             <imageobject>
32709               <imagedata fileref="images/cataloging/uploadimage.png"/>
32710             </imageobject>
32711           </mediaobject>
32712         </screenshot>
32713
32714         <para>Choosing to 'Upload Image' will take you to the <link linkend="uploadlocalimages">Upload Local Cover Image
32715         Tool</link>.</para>
32716       </section>
32717
32718       <section id="dupbibrec">
32719         <title>Duplicating Records</title>
32720
32721         <para>Sometimes a copy of the record you need to catalog can't be
32722         found via Z39.50. In these cases you can create a duplicate of similar
32723         record and edit the necessary pieces to create a new record. To
32724         duplicate an existing record click 'Edit as New (Duplicate)' from the
32725         Edit menu on the Bibliographic Record</para>
32726
32727         <screenshot>
32728           <screeninfo>Edit as New (Duplicate) Bibliographic
32729           Record</screeninfo>
32730
32731           <mediaobject>
32732             <imageobject>
32733               <imagedata fileref="images/cataloging/createduplicate.png"/>
32734             </imageobject>
32735           </mediaobject>
32736         </screenshot>
32737
32738         <para>This will open a new MARC record with the fields filled in with
32739         the values from the original Bibliographic Record.</para>
32740
32741         <screenshot>
32742           <screeninfo>New Duplicate Record</screeninfo>
32743
32744           <mediaobject>
32745             <imageobject>
32746               <imagedata fileref="images/cataloging/newduprecord.png"/>
32747             </imageobject>
32748           </mediaobject>
32749         </screenshot>
32750       </section>
32751       <section id="uploadbibfile">
32752         <title>Attaching files to Records</title>
32753         <para>If you would like to upload files to Koha you can do so with a few settings.<itemizedlist>
32754             <listitem>
32755               <para>You will need to ask your system administrator to set the 'upload_path' config
32756                 variable to point to where the files will be stored<itemizedlist>
32757                   <listitem>
32758                     <para>You can see if your upload path is set correctly by visiting About Koha >
32759                       System Information. If there is an error you will see it there.<screenshot>
32760                         <screeninfo>Upload Path Warning</screeninfo>
32761                         <mediaobject>
32762                           <imageobject>
32763                             <imagedata fileref="images/cataloging/uploadwarning.png"/>
32764                           </imageobject>
32765                         </mediaobject>
32766                       </screenshot></para>
32767                   </listitem>
32768                 </itemizedlist></para>
32769             </listitem>
32770             <listitem>
32771               <para>You will want to be sure that your <link linkend="OPACBaseURL"
32772                   >OPACBaseURL</link> system preference is set appropriately </para>
32773             </listitem>
32774             <listitem>
32775               <para>You will want to add the upload.pl plugin to the 856$u subfield in one (or
32776                 multiple) of your <link linkend="editsubfields">frameworks</link></para>
32777             </listitem>
32778           </itemizedlist></para>
32779         <para>Once you are all set up you can continue with cataloging as regular. You will see a
32780           plugin icon next to the 856$u that will open up the upload and/or search window<screenshot>
32781             <screeninfo>Upload file to record</screeninfo>
32782             <mediaobject>
32783               <imageobject>
32784                 <imagedata fileref="images/cataloging/uploadfilebib.png"/>
32785               </imageobject>
32786             </mediaobject>
32787           </screenshot></para>
32788         <para>From this menu you can click browse to find a file and attach it, or you can search
32789           files you have uploaded previously using the search box. From the search results you can
32790           choose which file to attach.<screenshot>
32791             <screeninfo>Uploaded files</screeninfo>
32792             <mediaobject>
32793               <imageobject>
32794                 <imagedata fileref="images/cataloging/uploadedfiles.png"/>
32795               </imageobject>
32796             </mediaobject>
32797           </screenshot></para>
32798         <para>Once the file is chosen it will appear as a link in the MARC record and on the detail
32799           display.</para>
32800       </section>
32801
32802       <section id="mergebibs">
32803         <title>Merging Records</title>
32804         <para>To merge bibliographic records together you will want to go to the Cataloging module
32805           and perform a search. </para>
32806         <para>If you see duplicates on that search results screen you can check the boxes next to
32807           the duplicates and click the 'Merge selected' button at the top of the results. </para>
32808               <para>Once you have selected the records you want to merge, click the 'Merge selected'
32809           button at the top of the list. You will be asked which of the records you would like to
32810           keep as your primary record and which will be deleted after the merge. If the records were
32811           created using different frameworks, Koha will also ask you what Framework you would like
32812           the newly merged record to use.</para>
32813               <screenshot>
32814                 <screeninfo>Choose Primary Record for Merge</screeninfo>
32815                 <mediaobject>
32816                   <imageobject>
32817                     <imagedata fileref="images/lists/mergeprimary.png"/>
32818                   </imageobject>
32819                 </mediaobject>
32820               </screenshot>
32821               <para>You will be presented with the MARC for all of the records (each accessible by
32822           tabs labeled with the bib numbers for those records). By default the entire first record
32823           will be selected, uncheck the fields you don't want in the final (destination) record and
32824           then move on to the second tab to choose which fields should be in the final (destination)
32825           record.</para>
32826               <screenshot>
32827                 <screeninfo>Merging Records</screeninfo>
32828                 <mediaobject>
32829                   <imageobject>
32830                     <imagedata fileref="images/lists/mergerecs.png"/>
32831                   </imageobject>
32832                 </mediaobject>
32833               </screenshot>
32834               <para>Should you try to add a field that is not repeatable two times (like choosing
32835                 the 245 field from both record #1 and #2) you will be presented with an error</para>
32836               <screenshot>
32837                 <screeninfo>Non-repeatable Error</screeninfo>
32838                 <mediaobject>
32839                   <imageobject>
32840                     <imagedata fileref="images/lists/nondupfield.png"/>
32841                   </imageobject>
32842                 </mediaobject>
32843               </screenshot>
32844         <para>Below the records you are merging is an option to enter fields to report on. This will
32845           allow you to control what fields you see on the merge confirmation page:</para>
32846         <screenshot>
32847           <screeninfo>Merge report fields</screeninfo>
32848           <mediaobject>
32849             <imageobject>
32850               <imagedata fileref="images/lists/mergereportvalues.png"/>
32851             </imageobject>
32852           </mediaobject>
32853         </screenshot>
32854         <para>If you enter nothing you will be presented with a confirmation of biblionumbers
32855           only</para>
32856         <screenshot>
32857           <screeninfo>Merge report</screeninfo>
32858           <mediaobject>
32859             <imageobject>
32860               <imagedata fileref="images/lists/mergeblankreport.png"/>
32861             </imageobject>
32862           </mediaobject>
32863         </screenshot>
32864         <para>If you enter fields you will see those on the confirmation page (you can set defaults
32865           with the <link linkend="MergeReportFields">MergeReportFields</link> preference)</para>
32866         <screenshot>
32867           <screeninfo>Merge report</screeninfo>
32868           <mediaobject>
32869             <imageobject>
32870               <imagedata fileref="images/lists/mergereport.png"/>
32871             </imageobject>
32872           </mediaobject>
32873         </screenshot>
32874               <para>Once you have completed your selections click the 'merge' button. The primary
32875                 record will now CONTAIN the data you chose for it as well as all of the
32876                 items/holdings from both bib records, and the second record will be deleted.<important>
32877                   <para>It is important to rebuild your zebra index immediately after merging
32878                     records. If a search is performed for a record which has been deleted Koha will
32879                     present the patrons with an error in the OPAC.</para>
32880                 </important></para>
32881
32882         <para>
32883           <note>
32884             <para>If you would like you can also use the <link linkend="lists">Lists</link> tool for
32885               merging records together. <link linkend="mergebibrecs">Learn more here</link>.</para>
32886           </note>
32887         </para>
32888       </section>
32889       <section id="deleterecord">
32890         <title>Deleting Records</title>
32891         <para>To delete a bibliographic record simply choose the 'Edit' button and select 'Delete record'</para>
32892         <screenshot>
32893             <screeninfo>Delete record</screeninfo>
32894             <mediaobject>
32895               <imageobject>
32896                 <imagedata fileref="images/cataloging/deleterecord.png"/>
32897               </imageobject>
32898             </mediaobject>
32899           </screenshot>
32900         <para>Bibliographic records can only be deleted one all items have been deleted. If you try
32901           to delete a bibliographic record with items still attached you will see that the delete
32902           option is grayed out.</para>
32903         <screenshot>
32904             <screeninfo>Record with items still attached</screeninfo>
32905             <mediaobject>
32906               <imageobject>
32907                 <imagedata fileref="images/cataloging/nodeleterecord.png"/>
32908               </imageobject>
32909             </mediaobject>
32910           </screenshot>
32911       </section>
32912     </section>
32913
32914     <section id="catitems">
32915       <title>Item Records</title>
32916
32917       <para>In Koha each bibliographic record can have one or more items
32918       attached. These items are sometimes referred to as holdings. Each item
32919       includes information to the physical copy the library has.</para>
32920
32921       <section id="addingitems">
32922         <title>Adding Items</title>
32923
32924         <para>After saving a new bibliographic record, you will be redirected
32925         to a blank item record so that you can attach an item to the
32926         bibliographic record. You can also click 'Add/Edit Items' from the
32927         cataloging search results</para>
32928
32929         <screenshot>
32930           <screeninfo>Add/Edit Items Option on Search Results</screeninfo>
32931
32932           <mediaobject>
32933             <imageobject>
32934               <imagedata fileref="images/cataloging/catalogsearch.png"/>
32935             </imageobject>
32936           </mediaobject>
32937         </screenshot>
32938
32939         <para>or you can add new item at any time by clicking 'New' on the
32940         bibliographic record and choosing 'New Item'</para>
32941
32942         <screenshot>
32943           <screeninfo>New Item Button</screeninfo>
32944
32945           <mediaobject>
32946             <imageobject>
32947               <imagedata fileref="images/cataloging/newitem.png"/>
32948             </imageobject>
32949           </mediaobject>
32950         </screenshot>
32951
32952         <para>The item edit form will appear:</para>
32953
32954         <screenshot>
32955           <screeninfo>Add item form</screeninfo>
32956
32957           <mediaobject>
32958             <imageobject>
32959               <imagedata fileref="images/cataloging/additem.png"/>
32960             </imageobject>
32961           </mediaobject>
32962         </screenshot>
32963
32964         <para>At the very least, if you plan on circulating the item, the
32965         following fields should be entered for new items:</para>
32966
32967         <itemizedlist>
32968           <listitem>
32969             <para>2 - Source of classification</para>
32970           </listitem>
32971
32972           <listitem>
32973             <para>a - Permanent location</para>
32974           </listitem>
32975
32976           <listitem>
32977             <para>b - Current location</para>
32978           </listitem>
32979
32980           <listitem>
32981             <para>o - Full call number<itemizedlist>
32982                 <listitem>
32983                   <para>If you'd like you can use the <link linkend="cnbrowseplugin">call number
32984                       browser plugin</link> for this field. If it's enabled you'll see a ... to the
32985                     right of the field. When clicked that will open a call number browser window if
32986                     the row is highlighted in Red then the call number is in use, if there is a thin
32987                     Green line instead then the call number can be used.<screenshot>
32988                       <screeninfo>Call number browser</screeninfo>
32989                       <mediaobject>
32990                         <imageobject>
32991                           <imagedata fileref="images/cataloging/cnbrowser.png"/>
32992                         </imageobject>
32993                       </mediaobject>
32994                     </screenshot></para>
32995                 </listitem>
32996               </itemizedlist></para>
32997           </listitem>
32998
32999           <listitem>
33000             <para>p - Barcode</para>
33001           </listitem>
33002
33003           <listitem>
33004             <para>v - Cost, replacement price</para>
33005
33006             <itemizedlist>
33007               <listitem>
33008                 <para>This value will be charged to patrons when you mark an
33009                 item they have checked out as 'Lost'</para>
33010               </listitem>
33011             </itemizedlist>
33012           </listitem>
33013
33014           <listitem>
33015             <para>y - Koha item type</para>
33016           </listitem>
33017         </itemizedlist>
33018
33019         <para>To make sure that these values are filled in you can mark them
33020         as mandatory in the <link linkend="marcbibframeworks">framework</link>
33021         you're using and then they will appear in red with a 'required' label.
33022         The item will not save until the required fields are filled in.</para>
33023
33024         <screenshot>
33025           <screeninfo>Required Item Subfield</screeninfo>
33026
33027           <mediaobject>
33028             <imageobject>
33029               <imagedata fileref="images/cataloging/requireditemfields.png"/>
33030             </imageobject>
33031           </mediaobject>
33032         </screenshot>
33033
33034         <itemizedlist>
33035           <listitem>
33036             <note>
33037               <para>To make item subfields required in a framework you'll want
33038               to edit the 952 field in the <link linkend="marcbibframeworks">framework editor</link>.</para>
33039             </note>
33040           </listitem>
33041         </itemizedlist>
33042
33043         <para>Below the add form there are 3 buttons for adding the
33044         item</para>
33045
33046         <screenshot>
33047           <screeninfo>Add Item Buttons</screeninfo>
33048
33049           <mediaobject>
33050             <imageobject>
33051               <imagedata fileref="images/cataloging/additembuttons.png"/>
33052             </imageobject>
33053           </mediaobject>
33054         </screenshot>
33055
33056         <itemizedlist>
33057           <listitem>
33058             <para>Add Item will add just the one item</para>
33059           </listitem>
33060
33061           <listitem>
33062             <para>Add &amp; Duplicate will add the item and fill in a new form
33063             with the same values for your to alter</para>
33064           </listitem>
33065
33066           <listitem>
33067             <para>Add Multiple items will ask how many items and will then add that number of items
33068               adding +1 to the barcode so each barcode is unique</para>
33069           </listitem>
33070         </itemizedlist>
33071
33072         <para>Your added items will appear above the add form once
33073         submitted</para>
33074
33075         <screenshot>
33076           <screeninfo>Items</screeninfo>
33077
33078           <mediaobject>
33079             <imageobject>
33080               <imagedata fileref="images/cataloging/items.png"/>
33081             </imageobject>
33082           </mediaobject>
33083         </screenshot>
33084
33085         <para>Your items will also appear below the bibliographic details on
33086         the bib record display.</para>
33087
33088         <screenshot>
33089           <screeninfo>List of Items on the Bib Record</screeninfo>
33090
33091           <mediaobject>
33092             <imageobject>
33093               <imagedata fileref="images/cataloging/items-withoutlabelprint.png"/>
33094             </imageobject>
33095           </mediaobject>
33096         </screenshot>
33097
33098         <para>If you have <link linkend="SpineLabelShowPrintOnBibDetails">SpineLabelShowPrintOnBibDetails</link>
33099         set to 'Display' then there will also be a link to print a quick spine
33100         label next to each item.</para>
33101
33102         <screenshot>
33103           <screeninfo>List of Items on the Bib Record with a Print Label
33104           link</screeninfo>
33105
33106           <mediaobject>
33107             <imageobject>
33108               <imagedata fileref="images/cataloging/items-withlabelprint.png"/>
33109             </imageobject>
33110           </mediaobject>
33111         </screenshot>
33112         <para>You can also filter the contents of your holdings table by clicking the 'Activate
33113           filters' links.  This will show a row at the top where you can type in any column to
33114           filter the results in the table.</para>
33115         <screenshot>
33116             <screeninfo>Filter holdings</screeninfo>
33117             <mediaobject>
33118               <imageobject>
33119                 <imagedata fileref="images/cataloging/items-activatefilters.png"/>
33120               </imageobject>
33121             </mediaobject>
33122           </screenshot>
33123       </section>
33124
33125       <section id="editingitems">
33126         <title>Editing Items</title>
33127
33128         <para>Items can be edited in several ways.</para>
33129
33130         <itemizedlist>
33131           <listitem>
33132             <para>Clicking 'Edit' and 'Edit Items' from the bibliographic
33133             record</para>
33134
33135             <screenshot>
33136               <screeninfo>Edit Items Menu Option</screeninfo>
33137
33138               <mediaobject>
33139                 <imageobject>
33140                   <imagedata fileref="images/cataloging/edititem.png"/>
33141                 </imageobject>
33142               </mediaobject>
33143             </screenshot>
33144
33145             <para>Which will open up a list of items where you can click the 'Actions' button to the
33146               left of the specific item you would like to edit and choose 'Edit'.</para>
33147
33148             <screenshot>
33149               <screeninfo>Edit individual items</screeninfo>
33150
33151               <mediaobject>
33152                 <imageobject>
33153                   <imagedata fileref="images/cataloging/edititemlink.png"/>
33154                 </imageobject>
33155               </mediaobject>
33156             </screenshot>
33157           </listitem>
33158
33159           <listitem>
33160             <para>Clicking 'Edit Items' beside the item on the 'Items'
33161             tab</para>
33162
33163             <screenshot>
33164               <screeninfo>Items Tab</screeninfo>
33165
33166               <mediaobject>
33167                 <imageobject>
33168                   <imagedata fileref="images/cataloging/itemstab.png"/>
33169                 </imageobject>
33170               </mediaobject>
33171             </screenshot>
33172
33173             <para>Which will open up the editor on the item you'd like to edit</para>
33174
33175             <screenshot>
33176               <screeninfo>Edit individual items</screeninfo>
33177
33178               <mediaobject>
33179                 <imageobject>
33180                   <imagedata fileref="images/cataloging/edititemlinkfromtab.png"/>
33181                 </imageobject>
33182               </mediaobject>
33183             </screenshot>
33184           </listitem>
33185
33186           <listitem>
33187             <para>Clicking 'Edit' and then 'Edit items in batch'</para>
33188
33189             <screenshot>
33190               <screeninfo>Edit items in a batch</screeninfo>
33191
33192               <mediaobject>
33193                 <imageobject>
33194                   <imagedata fileref="images/cataloging/editinbatch.png"/>
33195                 </imageobject>
33196               </mediaobject>
33197             </screenshot>
33198
33199             <para>This will open up the <link linkend="batchmodifyitems">batch
33200             item modification tool</link> where you can edit all of the items
33201             on this record as a batch.</para></listitem>
33202             <listitem><para>You can also enable <link linkend="StaffDetailItemSelection">StaffDetailItemSelection
33203             </link> to have checkboxes appear to the left of each item
33204               on the detail display. You can then check off the items you would like to edit and
33205               click 'Modify selected items' at the top of the list.</para>
33206               <screenshot>
33207                 <screeninfo>Editing selected items</screeninfo>
33208                 <mediaobject>
33209                   <imageobject>
33210                     <imagedata fileref="images/cataloging/editwithitemchecks.png"/>
33211                   </imageobject>
33212                 </mediaobject>
33213               </screenshot>
33214           </listitem>
33215           <listitem>
33216             <para>You can click 'Edit' to the right of each item in the Holdings tab<screenshot>
33217                 <screeninfo>Edit individual items</screeninfo>
33218                 <mediaobject>
33219                   <imageobject>
33220                     <imagedata fileref="images/cataloging/editindividual.png"/>
33221                   </imageobject>
33222                 </mediaobject>
33223               </screenshot></para>
33224           </listitem>
33225           <listitem>
33226             <para>There is also a link to Edit items from the search results in the staff client<screenshot>
33227                 <screeninfo>Edit item on the search results</screeninfo>
33228                 <mediaobject>
33229                   <imageobject>
33230                     <imagedata fileref="images/cataloging/edititemssearch.png"/>
33231                   </imageobject>
33232                 </mediaobject>
33233               </screenshot></para>
33234           </listitem>
33235           <listitem>
33236             <para>Finally you can use the <link linkend="batchmodifyitems">Batch Item
33237                 Modification</link> tool</para>
33238           </listitem>
33239         </itemizedlist>
33240
33241         <section id="itemquickedit">
33242           <title>Quick Item Status Updates</title>
33243
33244           <para>Often circulation staff need to change the status of an item
33245           to Lost or Damaged. This doesn't require you to edit the entire item
33246           record. Instead clicking on the item barcode on the checkout summary
33247           or checkin history will bring you to an item summary. You can also
33248           get to the item summary by clicking on the Items tab to the left of
33249           the bib detail page.</para>
33250
33251           <screenshot>
33252             <screeninfo>Item Edit</screeninfo>
33253
33254             <mediaobject>
33255               <imageobject>
33256                 <imagedata fileref="images/cataloging/quickitemedit.png"/>
33257               </imageobject>
33258             </mediaobject>
33259           </screenshot>
33260
33261           <para>From this view you can mark an item lost by choosing a lost
33262           status from the pull down and clicking the 'Set Status'
33263           button.</para>
33264
33265           <screenshot>
33266             <screeninfo>Edit Lost Status</screeninfo>
33267
33268             <mediaobject>
33269               <imageobject>
33270                 <imagedata fileref="images/cataloging/editloststatus.png"/>
33271               </imageobject>
33272             </mediaobject>
33273           </screenshot>
33274
33275           <para>You can also mark an item as damaged by choosing a damaged
33276           status from the pull down and clicking the 'Set Status'
33277           button.</para>
33278
33279           <screenshot>
33280             <screeninfo>Edit Damaged Status</screeninfo>
33281
33282             <mediaobject>
33283               <imageobject>
33284                 <imagedata fileref="images/cataloging/editdamagedstatus.png"/>
33285               </imageobject>
33286             </mediaobject>
33287           </screenshot>
33288         </section>
33289         <section id="duplicateitem">
33290           <title>Duplicating Items</title>
33291           <para>You can easily duplicate each item by clicking the 'Action' button the left of each
33292             item on the edit items screen</para>
33293           <screenshot>
33294             <screeninfo>Edit individual items</screeninfo>
33295             <mediaobject>
33296               <imageobject>
33297                 <imagedata fileref="images/cataloging/edititemlink.png"/>
33298               </imageobject>
33299             </mediaobject>
33300           </screenshot>
33301           <para>From here you can choose to 'Duplicate' the item and this will populate the form
33302             with the values from the item you chose.</para>
33303         </section>
33304       </section>
33305
33306       <section id="iteminfo">
33307         <title>Item Information</title>
33308
33309         <para>To the left of every bibliographic record there is a tab to view
33310         the items.</para>
33311
33312         <screenshot>
33313           <screeninfo>Items Tab</screeninfo>
33314
33315           <mediaobject>
33316             <imageobject>
33317               <imagedata fileref="images/cataloging/quickitemedit.png"/>
33318             </imageobject>
33319           </mediaobject>
33320         </screenshot>
33321
33322         <para>Clicking that tab will give you basic information about the items. From here you can
33323           see basic information about the item such as the home library, item type, collection code,
33324           call number and replacement price. You can also see and edit the status information.  If
33325           an item is marked lost or withdrawn you will also see the date that status was applied.<screenshot>
33326             <screeninfo/>
33327             <mediaobject>
33328               <imageobject>
33329                 <imagedata fileref="images/cataloging/itemstatuses.png"/>
33330               </imageobject>
33331             </mediaobject>
33332           </screenshot></para>
33333         <para>In the History section you will see infomration about the check out history of the
33334           item and if you ordered the item via the acquisitions module then this section will
33335           include information about the order.</para>
33336
33337         <screenshot>
33338           <screeninfo>History with order info</screeninfo>
33339
33340           <mediaobject>
33341             <imageobject>
33342               <imagedata fileref="images/cataloging/itemorderinfo.png"/>
33343             </imageobject>
33344           </mediaobject>
33345         </screenshot>
33346
33347         <para>If the Order or Accession date is linked, clicking it will bring
33348         you to the acquisitions information for that item.</para>
33349       </section>
33350
33351       <section id="moveitemrec">
33352         <title>Moving Items</title>
33353
33354         <para>Items can be moved from one bibliographic record to another
33355         using the Attach Item option</para>
33356
33357         <screenshot>
33358           <screeninfo>Attach Item Option</screeninfo>
33359
33360           <mediaobject>
33361             <imageobject>
33362               <imagedata fileref="images/cataloging/attachitem.png"/>
33363             </imageobject>
33364           </mediaobject>
33365         </screenshot>
33366
33367         <para>Visit the bibliographic record you want to attach the item to
33368         and choose 'Attach Item' from the 'Edit' menu.</para>
33369
33370         <screenshot>
33371           <screeninfo>Attach Item Form</screeninfo>
33372
33373           <mediaobject>
33374             <imageobject>
33375               <imagedata fileref="images/cataloging/attachitemform.png"/>
33376             </imageobject>
33377           </mediaobject>
33378         </screenshot>
33379
33380         <para>Simply enter the barcode for the item you want to move and click
33381         'Select'</para>
33382
33383         <para>If you want to move all items to a new record creating only one
33384         bibliographic record you can use the <link linkend="mergebibrecs">Merge Records tool</link> instead.</para>
33385       </section>
33386
33387       <section id="deleteitems">
33388         <title>Deleting Items</title>
33389
33390         <para>There are many ways to delete item records. If you only need to
33391         delete one item you can do this by opening up the detail page for the
33392         bib record and clicking the 'Edit' button at the top. From there you
33393         can choose to 'Edit items'.</para>
33394
33395         <screenshot>
33396           <screeninfo>'Edit Items' menu option</screeninfo>
33397
33398           <mediaobject>
33399             <imageobject>
33400               <imagedata fileref="images/cataloging/edititemstodelete.png"/>
33401             </imageobject>
33402           </mediaobject>
33403         </screenshot>
33404
33405         <para>You will be presented with a list of items and next to each one
33406         will be a link labeled 'Delete'. Click that link and if the item is
33407         not checked out it will delete that item.</para>
33408
33409         <screenshot>
33410           <screeninfo>Delete link on the left</screeninfo>
33411
33412           <mediaobject>
33413             <imageobject>
33414               <imagedata fileref="images/cataloging/deleteitemlink.png"/>
33415             </imageobject>
33416           </mediaobject>
33417         </screenshot>
33418
33419         <para>If you know that all of the items attached to your record are
33420         not currently checked out you can use the 'Delete all items' option
33421         under the 'Edit menu' and it will remove all items from the
33422         record.</para>
33423         <para>You can also enable <link linkend="StaffDetailItemSelection">StaffDetailItemSelection</link>
33424           to have checkboxes appear to the left of each item on
33425           the detail display. You can then check off the items you would like to delete and click
33426           'Delete selected items' at the top of the list.</para>
33427         <screenshot>
33428             <screeninfo>Deleting selected items</screeninfo>
33429             <mediaobject>
33430               <imageobject>
33431                 <imagedata fileref="images/cataloging/editwithitemchecks.png"/>
33432               </imageobject>
33433             </mediaobject>
33434           </screenshot>
33435
33436         <para>Finally you can use the <link linkend="batchdeleteitems">batch
33437         delete tool</link> to delete a batch of items.</para>
33438       </section>
33439
33440       <section id="itemcirchistory">
33441         <title>Item Specific Circulation History</title>
33442
33443         <para>Each bibliographic record keeps a circulation history (with or
33444         without the patron information depending on your settings), but each
33445         item also has its own circulation history page. To see this, click on
33446         the 'Items' tab to the left of the record you are viewing.</para>
33447
33448         <screenshot>
33449           <screeninfo>Items tab</screeninfo>
33450
33451           <mediaobject>
33452             <imageobject>
33453               <imagedata fileref="images/cataloging/itemstab-long.png"/>
33454             </imageobject>
33455           </mediaobject>
33456         </screenshot>
33457
33458         <para>Below the 'History' heading is a link to 'View item's checkout
33459         history,' clicking that will open up the item's history which will
33460         look slightly different from the bibliographic record's history
33461         page.</para>
33462
33463         <screenshot>
33464           <screeninfo>Item Specific Circulation History</screeninfo>
33465
33466           <mediaobject>
33467             <imageobject>
33468               <imagedata fileref="images/cataloging/itemspecifichistory.png"/>
33469             </imageobject>
33470           </mediaobject>
33471         </screenshot>
33472       </section>
33473     </section>
33474
33475     <section id="catauthorities">
33476       <title>Authorities</title>
33477
33478       <para>Authority records are a way of controlling fields in your MARC
33479       records. Using authority records will provide you with control over
33480       subject headings, personal names and places.</para>
33481
33482       <section id="addauthorities">
33483         <title>Adding Authorities</title>
33484
33485         <para>To add a new authority record you can either choose the authority type from the 'New
33486           Authority' button or search another library by clicking the 'New from Z39.50'
33487           button.</para>
33488
33489         <screenshot>
33490           <screeninfo>New Authority Record Options</screeninfo>
33491
33492           <mediaobject>
33493             <imageobject>
33494               <imagedata fileref="images/cataloging/newauthtypes.png"/>
33495             </imageobject>
33496           </mediaobject>
33497         </screenshot>
33498
33499         <para>If you choose to enter a new authority from scratch, the form that appears will allow
33500           you to enter all of the necessary details regarding your authority record.</para>
33501
33502         <screenshot>
33503           <screeninfo>New Authority Record</screeninfo>
33504
33505           <mediaobject>
33506             <imageobject>
33507               <imagedata fileref="images/cataloging/newauthrec.png"/>
33508             </imageobject>
33509           </mediaobject>
33510         </screenshot>
33511
33512         <para>To expand collapsed values simply click on the title and the
33513         subfields will appear. To duplicate a field or subfield just click the
33514         plus sign (+) to the right of the label. To use field helper plugins
33515         simply click the ellipsis (...) to the right of the field.</para>
33516
33517         <para>When linking authorities to other headings, you can use the
33518         authority finder plugin by clicking the ellipsis (...) to the right of
33519         the field.</para>
33520
33521         <screenshot>
33522           <screeninfo>Authority search plugin</screeninfo>
33523
33524           <mediaobject>
33525             <imageobject>
33526               <imagedata fileref="images/cataloging/creatnewauthfromlink.png"/>
33527             </imageobject>
33528           </mediaobject>
33529         </screenshot>
33530
33531         <para>From there you can search your authority file for the authority
33532         to link. If you can't find the authority to link, you can click the
33533         'Create new' button and add the necessary authority for the link. This
33534         plugin also allows for you to choose the link relationship between the
33535         authorities.</para>
33536
33537         <screenshot>
33538           <screeninfo>Authority relationships</screeninfo>
33539
33540           <mediaobject>
33541             <imageobject>
33542               <imagedata fileref="images/cataloging/authrelationships.png"/>
33543             </imageobject>
33544           </mediaobject>
33545         </screenshot>
33546         <para>If you choose to search another library for the authority record you will be presented
33547           with a search box</para>
33548         <screenshot>
33549             <screeninfo>Authority Z39.50 Search</screeninfo>
33550             <mediaobject>
33551               <imageobject>
33552                 <imagedata fileref="images/cataloging/authzsearch.png"/>
33553               </imageobject>
33554             </mediaobject>
33555           </screenshot>
33556         <para>From the results you can choose the 'Import' link to the right of the record you would
33557           like to add to Koha</para>
33558         <screenshot>
33559             <screeninfo>Authority Z39.50 Results</screeninfo>
33560             <mediaobject>
33561               <imageobject>
33562                 <imagedata fileref="images/cataloging/authimport.png"/>
33563               </imageobject>
33564             </mediaobject>
33565           </screenshot>
33566         <para>You will then be presented with the form to edit the authority before saving it to
33567           your system</para>
33568         <screenshot>
33569             <screeninfo>Imported Authority</screeninfo>
33570             <mediaobject>
33571               <imageobject>
33572                 <imagedata fileref="images/cataloging/authorityimported.png"/>
33573               </imageobject>
33574             </mediaobject>
33575           </screenshot>
33576       </section>
33577
33578       <section id="searchauthorities">
33579         <title>Searching Authorities</title>
33580
33581         <para>From the authorities page you can search for existing terms and
33582         the bibliographic records they are attached to.</para>
33583
33584         <screenshot>
33585           <screeninfo>Authority Search</screeninfo>
33586
33587           <mediaobject>
33588             <imageobject>
33589               <imagedata fileref="images/cataloging/authoritysearch.png"/>
33590             </imageobject>
33591           </mediaobject>
33592         </screenshot>
33593
33594         <para>From the results you will see the authority record, how many bibliographic records it
33595           is attached to, an <link linkend="editauthorities">edit</link> link, a <link
33596             linkend="authoritymerge">merge</link> link and a <link linkend="editauthorities"
33597             >delete</link> link (if there are no bibliographic records attached).</para>
33598
33599         <screenshot>
33600           <screeninfo>Authority Search Results</screeninfo>
33601
33602           <mediaobject>
33603             <imageobject>
33604               <imagedata fileref="images/cataloging/authorityresults.png"/>
33605             </imageobject>
33606           </mediaobject>
33607         </screenshot>
33608
33609         <para>Clicking on the Details link to the right of the authority
33610         record summary will open the full record and the option to edit the
33611         record.</para>
33612
33613         <screenshot>
33614           <screeninfo>Authority Record</screeninfo>
33615
33616           <mediaobject>
33617             <imageobject>
33618               <imagedata fileref="images/cataloging/authrecord.png"/>
33619             </imageobject>
33620           </mediaobject>
33621         </screenshot>
33622
33623         <para>If the authority has See Alsos in it you will see those broken
33624         out on the search results, clicking the linked headings will run a
33625         search for that heading instead.</para>
33626
33627         <screenshot>
33628           <screeninfo>See Also in Authorities</screeninfo>
33629
33630           <mediaobject>
33631             <imageobject>
33632               <imagedata fileref="images/cataloging/authoritiesseealso.png"/>
33633             </imageobject>
33634           </mediaobject>
33635         </screenshot>
33636       </section>
33637
33638       <section id="editauthorities">
33639         <title>Editing Authorities</title>
33640
33641         <para>Authorities can be edited by clicking on the authority summary from the search results
33642           and then clicking the 'Edit' button above the record. Or by clicking on the 'Edit' link to
33643           the left of the authority on the search results.</para>
33644
33645         <screenshot>
33646           <screeninfo>Edit Authority Record</screeninfo>
33647
33648           <mediaobject>
33649             <imageobject>
33650               <imagedata fileref="images/cataloging/editauthority.png"/>
33651             </imageobject>
33652           </mediaobject>
33653         </screenshot>
33654
33655         <para>Once you've made the necessary edits, simply click 'Save' and <link
33656             linkend="dontmerge">dontmerge</link> is set to 'Do', Koha will immediately update all of
33657           the bib records linked to the authority with the new authority record's data. If dontmerge
33658           is set to "Don't" then Koha won't edit bib records when changes are made to authorities,
33659           rather, this is done later by the <link linkend="mergeauthcron">merge_authority.pl
33660             cronjob</link>.</para>
33661
33662         <para>To delete an authority record you first must make sure it's not
33663         linked to any bibliographic records. If it is not used by any
33664         bibliographic records a 'Delete' link will appear to the right of the
33665         record on the search results and as a button that appears after
33666         clicking on the summary of the authority record.</para>
33667       </section>
33668       <section id="authoritymerge">
33669         <title>Merging Authorities</title>
33670         <para>If you have duplicate authority records you can merge them together by clicking the
33671           'Merge' link next to two results on an authority search. </para>
33672         <screenshot>
33673           <screeninfo>Duplicate authorities results</screeninfo>
33674           <mediaobject>
33675             <imageobject>
33676               <imagedata fileref="images/cataloging/dupauth.png"/>
33677             </imageobject>
33678           </mediaobject>
33679         </screenshot>
33680         <para>After clicking 'Merge' on the first result you will see that authority listed at the
33681           top of the results.</para>
33682         <screenshot>
33683             <screeninfo>Merging authorities results</screeninfo>
33684             <mediaobject>
33685               <imageobject>
33686                 <imagedata fileref="images/cataloging/authmergesearch.png"/>
33687               </imageobject>
33688             </mediaobject>
33689           </screenshot>
33690         <para>Next you need to click 'Merge' next to the second result you'd like to merge. </para>
33691         <para>You will be asked which of the two records you would like to keep as your primary
33692           record and which will be deleted after the merge.</para>
33693         <screenshot>
33694           <screeninfo>Merging authorities</screeninfo>
33695           <mediaobject>
33696             <imageobject>
33697               <imagedata fileref="images/cataloging/authmergechoice.png"/>
33698             </imageobject>
33699           </mediaobject>
33700         </screenshot>
33701         <para>You will be presented with the MARC for both of the records (each accessible by tabs
33702           labeled with the authority numbers for those records). By default the entire first record
33703           will be selected, uncheck the fields you don't want in the final (destination) record and
33704           then move on to the second tab to choose which fields should be in the final (destination)
33705           record.</para>
33706         <screenshot>
33707           <screeninfo>Authorities to merge</screeninfo>
33708           <mediaobject>
33709             <imageobject>
33710               <imagedata fileref="images/cataloging/authmerging.png"/>
33711             </imageobject>
33712           </mediaobject>
33713         </screenshot>
33714         <para>Once you have completed your selections click the 'Merge' button. The primary record
33715           will now contain the data you chose for it and the second record will be deleted.</para>
33716         <screenshot>
33717           <screeninfo>Merged authority</screeninfo>
33718           <mediaobject>
33719             <imageobject>
33720               <imagedata fileref="images/cataloging/authmerged.png"/>
33721             </imageobject>
33722           </mediaobject>
33723         </screenshot>
33724       </section>
33725     </section>
33726
33727     <section id="catguides">
33728       <title>Cataloging Guides</title>
33729
33730       <para/>
33731
33732       <section id="bibcatcheatsheet">
33733         <sectioninfo>
33734           <authorgroup>
33735             <author>
33736               <firstname>Jared</firstname>
33737               <surname>Camins-Esakov</surname>
33738               <affiliation>
33739                 <orgname>American Numismatic Society</orgname>
33740               </affiliation>
33741             </author>
33742
33743             <editor>
33744               <firstname>Nicole C.</firstname>
33745               <surname>Engard</surname>
33746               <contrib>Changed/edited content where necessary.</contrib>
33747             </editor>
33748           </authorgroup>
33749
33750           <pubdate>2010</pubdate>
33751         </sectioninfo>
33752         <title>Bibliographic Record Cataloging Cheat Sheet</title>
33753
33754         <table cellpadding="4" cellspacing="4" frame="all">
33755           <title>Cataloging Guide</title>
33756
33757           <tgroup align="left" cols="4" colsep="1" rowsep="1">
33758             <thead>
33759               <row>
33760                 <entry><para>Tag</para></entry>
33761
33762                 <entry><para>Label</para></entry>
33763
33764                 <entry><para>Description</para></entry>
33765
33766                 <entry><para>Instructions</para></entry>
33767               </row>
33768             </thead>
33769
33770             <tbody>
33771               <row>
33772                 <entry><para>000</para></entry>
33773
33774                 <entry><para>LEADER</para></entry>
33775
33776                 <entry><para>Describes the record(i.e. surrogate) -- is it a
33777                 record for a monograph? A serial?</para></entry>
33778
33779                 <entry><para>Click in this field to fill it in. Then set
33780                 "Bibliographic level" to 'a' for articles or 's' for serials.
33781                 Otherwise, leave everything as is.</para></entry>
33782               </row>
33783
33784               <row>
33785                 <entry><para>001</para></entry>
33786
33787                 <entry><para>CONTROL NUMBER</para></entry>
33788
33789                 <entry><para>Accession number.</para></entry>
33790
33791                 <entry><para>Enter the accession number written inside the
33792                 item here. For articles and items which do not have accession
33793                 numbers, leave blank.</para></entry>
33794               </row>
33795
33796               <row>
33797                 <entry><para>003</para></entry>
33798
33799                 <entry><para>CONTROL NUMBER IDENTIFIER</para></entry>
33800
33801                 <entry><para>Your MARC Organizational Code</para></entry>
33802
33803                 <entry><para>Click in this field to fill it in (will auto fill
33804                 if you have your <link linkend="MARCOrgCode">MARCOrgCode</link> preference
33805                 set).</para></entry>
33806               </row>
33807
33808               <row>
33809                 <entry><para>005</para></entry>
33810
33811                 <entry><para>D &amp; T LATEST TRANSACTION</para></entry>
33812
33813                 <entry><para>Current date and time.</para></entry>
33814
33815                 <entry><para>Click in this field to fill it in.</para></entry>
33816               </row>
33817
33818               <row>
33819                 <entry><para>008</para></entry>
33820
33821                 <entry><para>FIXED-LENGTH DATA ELEMENTS</para></entry>
33822
33823                 <entry><para>Field containing computer-readable
33824                 representations of a number of things.</para></entry>
33825
33826                 <entry><para>Generally you will only use 's' (single) or 'm'
33827                 (multiple) options for position 06- use the former when the
33828                 item was published in a single year, the latter when it was
33829                 published over the course of several. If there is a single
33830                 date, only enter a date in the first date field (positions
33831                 07-10). Enter the three-digit country code in positions 15-17,
33832                 being sure to add spaces if the country code is fewer than
33833                 three characters long. If there is an index, note that fact in
33834                 position 31. Enter the three-letter language code in positions
33835                 35-37.</para></entry>
33836               </row>
33837
33838               <row>
33839                 <entry><para>010</para></entry>
33840
33841                 <entry><para>LCCN</para></entry>
33842
33843                 <entry><para>A number assigned by the Library of Congress to
33844                 uniquely identify the work.</para></entry>
33845
33846                 <entry><para>Check on the copyright page of the book (if it
33847                 was published in the US) or the LC catalog for this number. If
33848                 you can't find it, don't worry about it.</para></entry>
33849               </row>
33850
33851               <row>
33852                 <entry><para>020</para></entry>
33853
33854                 <entry><para>ISBN</para></entry>
33855
33856                 <entry><para>Unique number used by publishers to identify
33857                 books.</para></entry>
33858
33859                 <entry><para>If this number isn't listed on the book, there
33860                 probably isn't one.</para></entry>
33861               </row>
33862
33863               <row>
33864                 <entry><para>022</para></entry>
33865
33866                 <entry><para>ISSN</para></entry>
33867
33868                 <entry><para>Unique number used by publishers to identify
33869                 serials.</para></entry>
33870
33871                 <entry><para>If this number isn't listed on the book, there
33872                 probably isn't one.</para></entry>
33873               </row>
33874
33875               <row>
33876                 <entry><para>033</para></entry>
33877
33878                 <entry><para>DATE/TIME OF EVENT</para></entry>
33879
33880                 <entry><para>Used for auction dates. Required for auction
33881                 catalogs.</para></entry>
33882
33883                 <entry><para>For auctions that took place on only one day,
33884                 enter the date of the auction in the format YYYYMMDD in the
33885                 subfield 'a' and a '0' in the first indicator. For auctions
33886                 that took place over two consecutive days or any number of
33887                 non-consecutive days, create a subfield 'a' for each day with
33888                 the date in the format YYYYMMDD, and put a '1' in the first
33889                 indicator. For auctions that took place over more than two
33890                 consecutive days, create a subfield 'a' (in format YYYYMMDD)
33891                 for the first day and a subfield 'a' (also in format YYYYMMDD)
33892                 for the last day, and put a '2' in the first
33893                 indicator.</para></entry>
33894               </row>
33895
33896               <row>
33897                 <entry><para>040</para></entry>
33898
33899                 <entry><para>CATALOGING SOURCE</para></entry>
33900
33901                 <entry><para>Identifies which libraries created and modified
33902                 the record.</para></entry>
33903
33904                 <entry><para>For imported records, add a subfield 'd' with
33905                 your OCLC code as the value. For new records, make sure that
33906                 the subfield 'c' with your OCLC code as the
33907                 value.</para></entry>
33908               </row>
33909
33910               <row>
33911                 <entry><para>041</para></entry>
33912
33913                 <entry><para>LANGUAGE CODE</para></entry>
33914
33915                 <entry><para>Identifies all the languages used in an item,
33916                 when two or more languages are present.</para></entry>
33917
33918                 <entry><para>For significant portions of a text in a given
33919                 language, there should be a subfield 'a' with that language
33920                 code. If there are only summaries or abstracts in a specific
33921                 language, create a subfield 'b' with that language
33922                 code.</para></entry>
33923               </row>
33924
33925               <row>
33926                 <entry><para>100</para></entry>
33927
33928                 <entry><para>MAIN ENTRY--PERSONAL</para></entry>
33929
33930                 <entry><para>Authorized form of the main author's
33931                 name</para></entry>
33932
33933                 <entry><para>See Authorized headings sheet and AACR2. The
33934                 first indicator should generally be a '1', to indicate that
33935                 the entry is surname first. If the name consists only of a
33936                 forename, however, the first indicator should be
33937                 '0'.</para></entry>
33938               </row>
33939
33940               <row>
33941                 <entry><para>110</para></entry>
33942
33943                 <entry><para>MAIN ENTRY--CORPORATE</para></entry>
33944
33945                 <entry><para>Authorized form of the name of the main corporate
33946                 author. Required for auction catalogs.</para></entry>
33947
33948                 <entry><para>Auction catalogs should use a 110 field rather
33949                 than a 100 field. See Authorized headings sheet and AACR2. Set
33950                 the first indicator to '2'.</para></entry>
33951               </row>
33952
33953               <row>
33954                 <entry><para>111</para></entry>
33955
33956                 <entry><para>MAIN ENTRY--MEETING</para></entry>
33957
33958                 <entry><para>Authorized form of the name of a meeting which
33959                 acted as a main offer (e.g. conference
33960                 proceedings)</para></entry>
33961
33962                 <entry><para>See Authorized headings sheet and AACR2. Set the
33963                 first indicator to '2'.</para></entry>
33964               </row>
33965
33966               <row>
33967                 <entry><para>245</para></entry>
33968
33969                 <entry><para>TITLE STATEMENT</para></entry>
33970
33971                 <entry><para>Transcription of the title statement from the
33972                 title page (or chief source of information)</para></entry>
33973
33974                 <entry><para>Enter the title in subfield 'a', the subtitle in
33975                 subfield 'b', and the statement of responsibility in subfield
33976                 'c'. If you are creating a record for a single volume or part
33977                 of a multi-part item, you should put the part number in
33978                 subfield 'n' and the part title in subfield 'p.' For auction
33979                 catalogs, the date (in 'MM/DD/YYYY' format) should be listed
33980                 in square brackets in subfield 'f'. See ISBD punctuation
33981                 sheet. Set the first indicator to '0' if there is no author,
33982                 otherwise set it to '1'. Set the second indicator to the
33983                 number of non-filing characters (i.e. characters in an initial
33984                 articles plus the space... for "The " set the second indicator
33985                 to '4').</para></entry>
33986               </row>
33987
33988               <row>
33989                 <entry><para>246</para></entry>
33990
33991                 <entry><para>VARYING FORM OF TITLE</para></entry>
33992
33993                 <entry><para>Alternate form of title for searching and filing
33994                 purposes</para></entry>
33995
33996                 <entry><para>If the patron might look for the work under a
33997                 different title, enter it here. Do not include initial
33998                 articles. The first indicator should be '3', unless the title
33999                 is merely a variant spelling, in which case the first
34000                 indicator should be '1'.</para></entry>
34001               </row>
34002
34003               <row>
34004                 <entry><para>250</para></entry>
34005
34006                 <entry><para>EDITION STATEMENT</para></entry>
34007
34008                 <entry><para>Transcription of the edition statement from the
34009                 title page (or chief source of information)</para></entry>
34010
34011                 <entry><para>Transcribe the edition statement exactly as it
34012                 appears on the title-page. You may abbreviate if the edition
34013                 statement is very long.</para></entry>
34014               </row>
34015
34016               <row>
34017                 <entry><para>260</para></entry>
34018
34019                 <entry><para>PUBLICATION (IMPRINT)</para></entry>
34020
34021                 <entry><para>Publication information.</para></entry>
34022
34023                 <entry><para>Put the location of publication in subfield 'a',
34024                 the publisher in subfield 'b', and the year (or probable year)
34025                 in subfield 'c'. See ISBD punctuation sheet.</para></entry>
34026               </row>
34027
34028               <row>
34029                 <entry><para>300</para></entry>
34030
34031                 <entry><para>PHYSICAL DESCRIPTION</para></entry>
34032
34033                 <entry><para>Physical description</para></entry>
34034
34035                 <entry><para>Enter the pagination statement in subfield 'a', a
34036                 brief description of "special" contents such as illustrations
34037                 or maps in subfield 'b' (see AACR2), and the size of the item
34038                 in subfield 'c'. See ISBD punctuation sheet.</para></entry>
34039               </row>
34040
34041               <row>
34042                 <entry><para>490</para></entry>
34043
34044                 <entry><para>SERIES STATEMENT</para></entry>
34045
34046                 <entry><para>Shows the series statement exactly as it appears
34047                 on the item.</para></entry>
34048
34049                 <entry><para>Transcribe the series statement into subfield 'a'
34050                 with the volume number in subfield 'v'. See ISBD punctuation
34051                 sheet. Set the first indicator to '1' if you are using an 830.
34052                 As a general rule, you should do so.</para></entry>
34053               </row>
34054
34055               <row>
34056                 <entry><para>500</para></entry>
34057
34058                 <entry><para>GENERAL NOTE</para></entry>
34059
34060                 <entry><para>Notes that don't fit anywhere
34061                 else.</para></entry>
34062
34063                 <entry><para>Enter notes as full sentences, with a separate
34064                 500 field for each distinct topic.</para></entry>
34065               </row>
34066
34067               <row>
34068                 <entry><para>501</para></entry>
34069
34070                 <entry><para>WITH NOTE</para></entry>
34071
34072                 <entry><para>Notes whether the work is bound with the works
34073                 described by other records.</para></entry>
34074
34075                 <entry><para>Put description of relationship in subfield
34076                 'a'.</para></entry>
34077               </row>
34078
34079               <row>
34080                 <entry><para>504</para></entry>
34081
34082                 <entry><para>BIBLIOGRAPHY, ETC. NOTE</para></entry>
34083
34084                 <entry><para>Indicates whether the work includes a
34085                 bibliography.</para></entry>
34086
34087                 <entry><para>If the work includes a bibliography and index,
34088                 put the text "Includes bibliographical references (p. XXX-XXX)
34089                 and index." in subfield 'a'. If the work does not include an
34090                 index, remove that part of the sentence. If the references are
34091                 scattered throughout the work and not gathered into a distinct
34092                 sentence, remove the parenthetical statement.</para></entry>
34093               </row>
34094
34095               <row>
34096                 <entry><para>505</para></entry>
34097
34098                 <entry><para>FORMATTED CONTENTS</para></entry>
34099
34100                 <entry><para>List of contents in a standard format.
34101                 Unformatted contents can be listed in a 500 (General Note)
34102                 field.</para></entry>
34103
34104                 <entry><para>See ISBD punctuation sheet. Set the first
34105                 indicator to '0'. If you are separately coding authors and
34106                 titles, set the second indicator to '0'. Otherwise, leave the
34107                 second indicator blank.</para></entry>
34108               </row>
34109
34110               <row>
34111                 <entry><para>518</para></entry>
34112
34113                 <entry><para>DATE/TIME OF EVENT NOTE</para></entry>
34114
34115                 <entry><para>Used for auction dates.</para></entry>
34116
34117                 <entry><para>For auction catalogs, enter the date of the
34118                 auction in the format 'January 2, 1984' in the subfield
34119                 'a'</para></entry>
34120               </row>
34121
34122               <row>
34123                 <entry><para>520</para></entry>
34124
34125                 <entry><para>SUMMARY, ETC.</para></entry>
34126
34127                 <entry><para>A brief summary or abstract of the book or
34128                 article.</para></entry>
34129
34130                 <entry><para>In general you do not need to write a summary. A
34131                 summary might be called for, however, with items that cannot
34132                 be easily reviewed by a patron, such as books with highly
34133                 acidic paper or CD-ROMs.</para></entry>
34134               </row>
34135
34136               <row>
34137                 <entry><para>546</para></entry>
34138
34139                 <entry><para>LANGUAGE NOTE</para></entry>
34140
34141                 <entry><para>Note describing the languages used in the
34142                 work</para></entry>
34143
34144                 <entry><para>Only needed for works in multiple languages. See
34145                 ISBD punctuation sheet.</para></entry>
34146               </row>
34147
34148               <row>
34149                 <entry><para>561</para></entry>
34150
34151                 <entry><para>PROVENANCE INFORMATION</para></entry>
34152
34153                 <entry><para>Describes the previous ownership of the
34154                 item.</para></entry>
34155
34156                 <entry><para>Used only for rare books.</para></entry>
34157               </row>
34158
34159               <row>
34160                 <entry><para>563</para></entry>
34161
34162                 <entry><para>BINDING INFORMATION</para></entry>
34163
34164                 <entry><para>Describes the binding of the item.</para></entry>
34165
34166                 <entry><para>Used only for rare books.</para></entry>
34167               </row>
34168
34169               <row>
34170                 <entry><para>590</para></entry>
34171
34172                 <entry><para>LOCAL NOTE</para></entry>
34173
34174                 <entry><para>Local notes. Required for auction
34175                 catalogs.</para></entry>
34176
34177                 <entry><para>Used for auction catalogs to indicate what types
34178                 of coins are sold in the auction- Roman, Greek,
34179                 etc.</para></entry>
34180               </row>
34181
34182               <row>
34183                 <entry><para>600</para></entry>
34184
34185                 <entry><para>SUBJECT ADDED--PERSONAL</para></entry>
34186
34187                 <entry><para>Authorized form of personal names for people
34188                 discussed in the work</para></entry>
34189
34190                 <entry><para>See Authorized headings sheet and AACR2. The
34191                 first indicator should generally be a '1', to indicate that
34192                 the entry is surname first. If the name consists only of a
34193                 forename, however, the first indicator should be '0'. If you
34194                 found the name in the LC authority file, set the second
34195                 indicator to '0'. Otherwise set the second indicator to
34196                 '4'.</para></entry>
34197               </row>
34198
34199               <row>
34200                 <entry><para>610</para></entry>
34201
34202                 <entry><para>SUBJECT ADDED--CORPORATE</para></entry>
34203
34204                 <entry><para>Authorized form of corporate names for
34205                 organizations discussed in the work</para></entry>
34206
34207                 <entry><para>See Authorized headings sheet and AACR2. Set the
34208                 first indicator to '2'. If you found the name in the LC
34209                 authority file, set the second indicator to '0'. Otherwise set
34210                 the second indicator to '4'.</para></entry>
34211               </row>
34212
34213               <row>
34214                 <entry><para>611</para></entry>
34215
34216                 <entry><para>SUBJECT ADDED--MEETING</para></entry>
34217
34218                 <entry><para>Authorized form of meeting names for meetings
34219                 discussed in the work</para></entry>
34220
34221                 <entry><para>See Authorized headings sheet and AACR2. Set the
34222                 first indicator to '2'. If you found the name in the LC
34223                 authority file, set the second indicator to '0'. Otherwise set
34224                 the second indicator to '4'.</para></entry>
34225               </row>
34226
34227               <row>
34228                 <entry><para>630</para></entry>
34229
34230                 <entry><para>SUBJECT ADDED--UNIFORM TITLE</para></entry>
34231
34232                 <entry><para>Authorized form of titles for other works
34233                 discussed in the work</para></entry>
34234
34235                 <entry><para>See Authorized headings sheet and AACR2. Set the
34236                 first indicator to the number of non-filing characters (i.e.
34237                 characters in an initial articles plus the space... for "The "
34238                 set the first indicator to '4'). If you found the name in the
34239                 LC authority file, set the second indicator to '0'. Otherwise
34240                 set the second indicator to '4'.</para></entry>
34241               </row>
34242
34243               <row>
34244                 <entry><para>650</para></entry>
34245
34246                 <entry><para>SUBJECT ADDED--TOPICAL</para></entry>
34247
34248                 <entry><para>Library of Congress Subject Heading terms
34249                 describing the subject of the work</para></entry>
34250
34251                 <entry><para>See Authorized headings sheet and AACR2. If you
34252                 found the name in the LC authority file, set the second
34253                 indicator to '0'. Otherwise set the second indicator to
34254                 '4'.</para></entry>
34255               </row>
34256
34257               <row>
34258                 <entry><para>651</para></entry>
34259
34260                 <entry><para>SUBJECT ADDED--GEOGRAPHICAL</para></entry>
34261
34262                 <entry><para>Library of Congress Subject Heading geographical
34263                 terms describing the subject of the work</para></entry>
34264
34265                 <entry><para>See Authorized headings sheet and AACR2. If you
34266                 found the name in the LC authority file, set the second
34267                 indicator to '0'. Otherwise set the second indicator to
34268                 '4'.</para></entry>
34269               </row>
34270
34271               <row>
34272                 <entry><para>655</para></entry>
34273
34274                 <entry><para>INDEX TERM--GENRE/FORM</para></entry>
34275
34276                 <entry><para>Describes what an item is as opposed to what the
34277                 item is about.</para></entry>
34278
34279                 <entry><para>Generally used only for auction catalogs, which
34280                 should have the genre heading "Auction catalogs." (make sure
34281                 to find the authorized heading!) If you found the name in the
34282                 LC authority file, set the second indicator to '0'. If you are
34283                 using a term from a specific thesaurus, set the second
34284                 indicator to '7' and put the code for the thesaurus in
34285                 subfield '2'. Otherwise set the second indicator to
34286                 '4'.</para></entry>
34287               </row>
34288
34289               <row>
34290                 <entry><para>690</para></entry>
34291
34292                 <entry><para>LOCAL SUBJECT ADDED--TOPICAL</para></entry>
34293
34294                 <entry><para>Used for headings from any custom subject
34295                 authority file.</para></entry>
34296
34297                 <entry><para>If there is no appropriate LCSH term, you can use
34298                 a 690 with subject headings you find on other items in the
34299                 catalog.</para></entry>
34300               </row>
34301
34302               <row>
34303                 <entry><para>691</para></entry>
34304
34305                 <entry><para>LOCAL SUBJECT ADDED--GEOGRAPHICAL</para></entry>
34306
34307                 <entry><para>Used for headings from any custom subject
34308                 authority file.</para></entry>
34309
34310                 <entry><para>If there is no appropriate LCSH term, you can use
34311                 a 691 with subject headings you find on other items in the
34312                 catalog.</para></entry>
34313               </row>
34314
34315               <row>
34316                 <entry><para>700</para></entry>
34317
34318                 <entry><para>ADDED ENTRY--PERSONAL</para></entry>
34319
34320                 <entry><para>Used for second authors and other persons related
34321                 to the production of the work.</para></entry>
34322
34323                 <entry><para>See Authorized headings sheet and AACR2. The
34324                 first indicator should generally be a '1', to indicate that
34325                 the entry is surname first. If the name consists only of a
34326                 forename, however, the first indicator should be
34327                 '0'.</para></entry>
34328               </row>
34329
34330               <row>
34331                 <entry><para>710</para></entry>
34332
34333                 <entry><para>ADDED ENTRY--CORPORATE</para></entry>
34334
34335                 <entry><para>Used for corporate bodies related to the
34336                 production of the work (e.g. publishers).</para></entry>
34337
34338                 <entry><para>See Authorized headings sheet and AACR2. Set the
34339                 first indicator to '2'.</para></entry>
34340               </row>
34341
34342               <row>
34343                 <entry><para>711</para></entry>
34344
34345                 <entry><para>ADDED ENTRY--MEETING</para></entry>
34346
34347                 <entry><para>Used for meetings related to the production of
34348                 the work (e.g. symposia that contributed to the
34349                 work).</para></entry>
34350
34351                 <entry><para>See Authorized headings sheet and AACR2. Set the
34352                 first indicator to '2'.</para></entry>
34353               </row>
34354
34355               <row>
34356                 <entry><para>730</para></entry>
34357
34358                 <entry><para>ADDED ENTRY--UNIFORM TITLE</para></entry>
34359
34360                 <entry><para>Used for uniform titles related to the production
34361                 of the work (e.g. a work that inspired the present
34362                 work)</para></entry>
34363
34364                 <entry><para>See Authorized headings sheet and AACR2. Set the
34365                 first indicator to the number of non-filing characters (i.e.
34366                 characters in an initial articles plus the space... for "The "
34367                 set the first indicator to '4').</para></entry>
34368               </row>
34369
34370               <row>
34371                 <entry><para>773</para></entry>
34372
34373                 <entry><para>HOST ITEM ENTRY</para></entry>
34374
34375                 <entry><para>Describes the larger bibliographic unit that
34376                 contains the work (e.g. book or journal containing the article
34377                 being described in the current record)</para></entry>
34378
34379                 <entry><para>If the host publication is author main entry,
34380                 enter the authorized form of the author's name in subfield
34381                 'a'. Put the title in subfield 't'. If the host publication is
34382                 an independent work, put publication information in subfield
34383                 'd'. When available, ISSN and ISBN should always be used in,
34384                 in subfields 'x' and 'z' respectively. Relationship
34385                 information (e.g. volume number, page number, etc.) goes in
34386                 subfield 'g'. Subfield 'q' contains an encoded representation
34387                 of the location of the item: volume, issue, and section
34388                 numbers are separated by colons, and the first page is entered
34389                 following a '&lt;' at the end of the subfield. See ISBD
34390                 punctuation sheet. Set the first indicator to '0'. If you want
34391                 the label "In:" to be generated, leave the second indicator
34392                 blank. If you want something else displayed before the 773
34393                 text, set the second indicator to '8' and add a subfield 'i'
34394                 with the label you want at the beginning of the field (e.g.
34395                 "$iOffprint from:").</para></entry>
34396               </row>
34397
34398               <row>
34399                 <entry><para>830</para></entry>
34400
34401                 <entry><para>SERIES ENTRY--UNIFORM TITLE</para></entry>
34402
34403                 <entry><para>Authorized form of the series name transcribed in
34404                 the 490 field. Often this will just be the same as the
34405                 490.</para></entry>
34406
34407                 <entry><para>See Authorized headings sheet and AACR2. Set the
34408                 second indicator to the number of non-filing characters (i.e.
34409                 characters in an initial articles plus the space... for "The "
34410                 set the second indicator to '4').</para></entry>
34411               </row>
34412
34413               <row>
34414                 <entry><para>852</para></entry>
34415
34416                 <entry><para>LOCATION/CALL NUMBER</para></entry>
34417
34418                 <entry><para>Provides the section name for pre-barcode books,
34419                 pamphlets, and some articles and serials.</para></entry>
34420
34421                 <entry><para>Do not put anything in this field if you are
34422                 cataloging a volume which gets only one record and a barcode.
34423                 If the item does not get a barcode, or you are currently
34424                 creating a record for an article in a volume, put the section
34425                 in subfield 'a' (see ANS cataloging documentation), and the
34426                 call number in subfield 'i'. Set the first indicator to
34427                 '8'.</para></entry>
34428               </row>
34429
34430               <row>
34431                 <entry><para>856</para></entry>
34432
34433                 <entry><para>ELECTRONIC ACCESS</para></entry>
34434
34435                 <entry><para>Links to material available
34436                 online.</para></entry>
34437
34438                 <entry><para>Put the URL of any electronic copies or
34439                 summaries, etc. in subfield 'u' and a link title in subfield
34440                 'y'. Set the first indicator to '4'.</para></entry>
34441               </row>
34442
34443               <row>
34444                 <entry><para>942</para></entry>
34445
34446                 <entry><para>ADDED ENTRY ELEMENTS (KOHA)</para></entry>
34447
34448                 <entry><para>Used for Koha-specific data.</para></entry>
34449
34450                 <entry><para>Set the subfield 'c' to the appropriate item
34451                 type.</para></entry>
34452               </row>
34453             </tbody>
34454           </tgroup>
34455         </table>
34456       </section>
34457
34458       <section id="itemcatguide">
34459         <title>Item/Holdings Record Cataloging Guide</title>
34460
34461         <para>This table represents the default embedded holdings data in Koha. This information can
34462           be used for migration or importing data purposes</para>
34463
34464         <table cellpadding="4" cellspacing="4" frame="all">
34465           <title>Koha Embedded Holdings Data</title>
34466
34467           <tgroup align="left" cols="4" colsep="1" rowsep="1">
34468             <colspec colname="tag" colnum="1"/>
34469
34470             <colspec colname="data" colnum="2"/>
34471
34472             <colspec colname="desc" colnum="3"/>
34473
34474             <colspec colname="note" colnum="4"/>
34475
34476             <thead>
34477               <row>
34478                 <entry><para>MARC21 Tag/subfield</para></entry>
34479
34480                 <entry><para>Data Element</para></entry>
34481
34482                 <entry><para>Description</para></entry>
34483
34484                 <entry><para>Notes</para></entry>
34485               </row>
34486             </thead>
34487
34488             <tbody>
34489               <row>
34490                 <entry><para>952$0</para></entry>
34491
34492                 <entry><para>Withdrawn status</para></entry>
34493
34494                 <entry><para>Default values: </para> <itemizedlist>
34495                     <listitem>
34496                       <para>0 = Not withdrawn</para>
34497                     </listitem>
34498
34499                     <listitem>
34500                       <para>1 = Withdrawn</para>
34501                     </listitem>
34502                   </itemizedlist></entry>
34503
34504                 <entry><para>Coded value, matching <link linkend="authorizedvalues">Authorized Value</link> category
34505                 ('WITHDRAWN' in default installation)</para></entry>
34506               </row>
34507
34508               <row>
34509                 <entry><para>952$1</para></entry>
34510
34511                 <entry><para>Lost status</para></entry>
34512
34513                 <entry><para>Default values:</para> <itemizedlist>
34514                     <listitem>
34515                       <para>0 = Available</para>
34516                     </listitem>
34517
34518                     <listitem>
34519                       <para>1 = Lost</para>
34520                     </listitem>
34521
34522                     <listitem>
34523                       <para>2 = Long Overdue (Lost)</para>
34524                     </listitem>
34525
34526                     <listitem>
34527                       <para>3 = Lost and Paid For</para>
34528                     </listitem>
34529
34530                     <listitem>
34531                       <para>4 = Missing in Inventory</para>
34532                     </listitem>
34533
34534                     <listitem>
34535                       <para>5 = Missing in Hold Queue</para>
34536                     </listitem>
34537                   </itemizedlist></entry>
34538
34539                 <entry><para>It's possible to configure OPAC so that lost
34540                 items don't display with the <link linkend="hidelostitems">hidelostitems</link> system
34541                 preference. </para> <para>Coded value, matching <link linkend="authorizedvalues">Authorized Value</link> category
34542                 ('LOST' in default installation)</para></entry>
34543               </row>
34544
34545               <row>
34546                 <entry><para>952$2</para></entry>
34547
34548                 <entry><para>Classification</para></entry>
34549
34550                 <entry><para>Classification scheme that defines filing rules
34551                 used for sorting call numbers.</para></entry>
34552
34553                 <entry><para>A choice of <link linkend="classificationsources">classification sources</link>
34554                 as they are defined in administration. If no classification
34555                 scheme is entered, the system will use the value entered in
34556                 the <link linkend="DefaultClassificationSource">DefaultClassificationSource</link>
34557                 preference.</para></entry>
34558               </row>
34559
34560               <row>
34561                 <entry><para>952$3</para></entry>
34562
34563                 <entry><para>Materials specified</para></entry>
34564
34565                 <entry><para>Specific issues of serials or multi-part
34566                 items.</para></entry>
34567
34568                 <entry><para>Displayed when items are checked out and in to
34569                 tell the staff how many pieces the item has. Copy/volume data
34570                 is stored in 952$h and $t for display in Normal
34571                 views.</para></entry>
34572               </row>
34573
34574               <row>
34575                 <entry><para>952$4</para></entry>
34576
34577                 <entry><para>Damaged status</para></entry>
34578
34579                 <entry><para>Default values: </para> <itemizedlist>
34580                     <listitem>
34581                       <para>0 = Not damaged</para>
34582                     </listitem>
34583
34584                     <listitem>
34585                       <para>1 = Damaged</para>
34586                     </listitem>
34587                   </itemizedlist></entry>
34588
34589                 <entry><para>Coded value, matching <link linkend="authorizedvalues">Authorized Value</link> category
34590                 ('DAMAGE' in default installation)</para></entry>
34591               </row>
34592
34593               <row>
34594                 <entry><para>952$5</para></entry>
34595
34596                 <entry><para>Use restrictions</para></entry>
34597
34598                 <entry><para>Default values:</para> <itemizedlist>
34599                     <listitem>
34600                       <para>0 = No use restrictions</para>
34601                     </listitem>
34602
34603                     <listitem>
34604                       <para>1 = Restricted Access</para>
34605                     </listitem>
34606                   </itemizedlist></entry>
34607
34608                 <entry><para>Coded value, matching <link linkend="authorizedvalues">Authorized Value</link> category
34609                 ('RESTRICT' in default installation). This value has no effect
34610                 on circulation.</para></entry>
34611               </row>
34612
34613               <row>
34614                 <entry><para>952$7</para></entry>
34615
34616                 <entry><para>Not for loan</para></entry>
34617
34618                 <entry><para>Default values:</para> <itemizedlist>
34619                     <listitem>
34620                       <para>-1 = Ordered</para>
34621                     </listitem>
34622
34623                     <listitem>
34624                       <para>0 = Available for loans</para>
34625                     </listitem>
34626
34627                     <listitem>
34628                       <para>1 = Not for Loan</para>
34629                     </listitem>
34630
34631                     <listitem>
34632                       <para>2 = Staff Collection</para>
34633                     </listitem>
34634                   </itemizedlist></entry>
34635
34636                 <entry><para>Coded value, matching <link linkend="authorizedvalues">Authorized Value</link> category
34637                 ('NOT_LOAN' in default installation). Negative number values
34638                 can still be placed on hold.</para></entry>
34639               </row>
34640
34641               <row>
34642                 <entry><para>952$8</para></entry>
34643
34644                 <entry><para>Collection code</para></entry>
34645
34646                 <entry><para>Coded value</para></entry>
34647
34648                 <entry><para>Coded value, matching <link linkend="authorizedvalues">Authorized Value</link> category
34649                 ('CCODE' in default installation)</para></entry>
34650               </row>
34651
34652               <row>
34653                 <entry><para>952$9</para></entry>
34654
34655                 <entry><para>Item number</para></entry>
34656
34657                 <entry><para>System-generated item number.</para></entry>
34658
34659                 <entry><para>Does not display in the item
34660                 record.</para></entry>
34661               </row>
34662
34663               <row>
34664                 <entry><para>952$a</para></entry>
34665
34666                 <entry><para>Owning Library **</para></entry>
34667
34668                 <entry><para>Branch code</para></entry>
34669
34670                 <entry><para><emphasis role="bold">Required</emphasis>. Code
34671                 must be defined in <link linkend="libsgroups">Libraries,
34672                 Branches and Groups</link></para></entry>
34673               </row>
34674
34675               <row>
34676                 <entry><para>952$b</para></entry>
34677
34678                 <entry><para>Holding library ** (usually the same as 952$a
34679                 )</para></entry>
34680
34681                 <entry><para>Branch code</para></entry>
34682
34683                 <entry><para><emphasis role="bold">Required</emphasis>. Code
34684                 must be defined in <link linkend="libsgroups">Libraries,
34685                 Branches and Groups</link></para></entry>
34686               </row>
34687
34688               <row>
34689                 <entry><para>952$c</para></entry>
34690
34691                 <entry><para>Shelving location code</para></entry>
34692
34693                 <entry><para/></entry>
34694
34695                 <entry><para>Coded value, matching <link linkend="authorizedvalues">Authorized Value</link> category
34696                 ('LOC' in default installation)</para></entry>
34697               </row>
34698
34699               <row>
34700                 <entry><para>952$d</para></entry>
34701
34702                 <entry><para>Date acquired</para></entry>
34703
34704                 <entry><para>YYYY-MM-DD</para></entry>
34705
34706                 <entry><para>Date formats in the 952 subfields are required to
34707                 be in the system internal format for data loading and
34708                 subsequent item editing: YYYY-MM-DD</para></entry>
34709               </row>
34710
34711               <row>
34712                 <entry><para>952$e</para></entry>
34713
34714                 <entry><para>Source of acquisition</para></entry>
34715
34716                 <entry><para>Coded value or vendor string</para></entry>
34717
34718                 <entry><para>Filled in automatically with the Koha assigned
34719                 vendor id by Acquisitions when an item is
34720                 received.</para></entry>
34721               </row>
34722
34723               <row>
34724                 <entry><para>952$g</para></entry>
34725
34726                 <entry><para>Purchase price</para></entry>
34727
34728                 <entry><para>Decimal number, no currency symbol (ex.
34729                 10.00)</para></entry>
34730
34731                 <entry><para>Filled in automatically by Acquisitions when an
34732                 item is received.</para></entry>
34733               </row>
34734
34735               <row>
34736                 <entry><para>952$h</para></entry>
34737
34738                 <entry><para>Serial enumeration</para></entry>
34739
34740                 <entry><para/></entry>
34741
34742                 <entry><para>Filled in automatically by Serials if the issue
34743                 is received there.</para></entry>
34744               </row>
34745
34746               <row>
34747                 <entry><para>952$o</para></entry>
34748
34749                 <entry><para>Koha full call number</para></entry>
34750
34751                 <entry><para/></entry>
34752
34753                 <entry><para>Can be filled in automatically based on the <link linkend="itemcallnumber">itemcallnumber</link> system
34754                 preference.</para></entry>
34755               </row>
34756
34757               <row>
34758                 <entry><para>952$p</para></entry>
34759
34760                 <entry><para>Barcode *</para></entry>
34761
34762                 <entry><para>Max 20 characters</para></entry>
34763
34764                 <entry><para/></entry>
34765               </row>
34766
34767               <row>
34768                 <entry><para>952$t</para></entry>
34769
34770                 <entry><para>Copy number</para></entry>
34771
34772                 <entry><para>Max 32 characters</para></entry>
34773
34774                 <entry><para/></entry>
34775               </row>
34776               <row>
34777                 <entry>
34778                   <para>952$u</para>
34779                 </entry>
34780                 <entry>
34781                   <para>Uniform Resource Identifier </para>
34782                 </entry>
34783                 <entry>
34784                   <para>Item specific URL</para>
34785                 </entry>
34786                 <entry>
34787                   <para>Full URL starting with http:// Only needed if your item has its own URL, not
34788                     necessary if the bib record has a 856$u that applies to all items on the record.
34789                   </para>
34790                 </entry>
34791               </row>
34792               <row>
34793                 <entry>
34794                   <para>952$v</para>
34795                 </entry>
34796                 <entry>
34797                   <para>Replacement price</para>
34798                 </entry>
34799                 <entry>
34800                   <para>Decimal number, no currency symbol (ex. 10.00)</para>
34801                 </entry>
34802                 <entry>
34803                   <para>Filled in automatically by Acquisitions when an item is received.</para>
34804                 </entry>
34805               </row>
34806
34807               <row>
34808                 <entry><para>952$w</para></entry>
34809
34810                 <entry><para>Price effective from</para></entry>
34811
34812                 <entry><para>YYYY-MM-DD</para></entry>
34813
34814                 <entry>Date formats in the 952 subfields are required to be in
34815                 the system internal format for data loading and subsequent
34816                 item editing: YYYY-MM-DD. Filled in automatically by
34817                 Acquisitions when an item is received.</entry>
34818               </row>
34819               <row>
34820                 <entry>
34821                   <para>952$x</para>
34822                 </entry>
34823                 <entry>
34824                   <para>Nonpublic note</para>
34825                 </entry>
34826                 <entry>
34827                   <para/>
34828                 </entry>
34829                 <entry>This is a note field for notes that will not appear in the OPAC. Right now
34830                   this note does not appear anywhere but in the item edit screen in the staff
34831                   client.</entry>
34832               </row>
34833
34834               <row>
34835                 <entry><para>952$y</para></entry>
34836
34837                 <entry><para>Koha item type **</para></entry>
34838
34839                 <entry><para>Coded value, required field for
34840                 circulation</para></entry>
34841
34842                 <entry><para><emphasis role="bold">Required</emphasis>. Coded
34843                 value, must be defined in <link linkend="itemtypeadmin">Item
34844                 types</link></para></entry>
34845               </row>
34846
34847               <row>
34848                 <entry><para>952$z</para></entry>
34849
34850                 <entry><para>Public note</para></entry>
34851
34852                 <entry><para/></entry>
34853
34854                 <entry><para/></entry>
34855               </row>
34856             </tbody>
34857           </tgroup>
34858         </table>
34859
34860         <para>* - required for circulation</para>
34861
34862         <para>** - required by Koha</para>
34863       </section>
34864
34865       <section id="onorderitemholds">
34866         <sectioninfo>
34867           <corpauthor>VOKAL</corpauthor>
34868
34869           <editor>
34870             <firstname>Nicole C.</firstname>
34871
34872             <surname>Engard</surname>
34873           </editor>
34874
34875           <pubdate>2010</pubdate>
34876
34877           <bibliosource><ulink url="http://docs.google.com/View?id=dcccx9zm_3htvhwzgc#Handling_On_Order_items_and_ho">http://docs.google.com/View?id=dcccx9zm_3htvhwzgc#Handling_On_Order_items_and_ho</ulink></bibliosource>
34878         </sectioninfo>
34879
34880         <title>Handling On Order Items and Holds</title>
34881
34882         <para>If you tend to import your MARC records when you have ordered
34883         the book (as opposed to when you receive the books), and allow patrons
34884         to place holds on those books, you may need to add item records to the
34885         *.mrc file before importing.</para>
34886
34887         <para>The easiest way to import your latest order is to first run your records through
34888             <ulink url="http://marcedit.reeset.net/">MARCEdit</ulink>. Download your MARC records,
34889           saving them to your desktop or some other location you use/will remember. If you have
34890           MARCEdit already installed you should simply have to double click on your MARC records,
34891           and they will automatically open in MARCEdit.<important>
34892             <para>This tutorial was written with MARCEdit version 5.2.3769.41641 on Windows XP,
34893               instructions may be different if your version or operating system is different.</para>
34894           </important></para>
34895
34896         <itemizedlist>
34897           <listitem>
34898             <para>Your original file will automatically be in the input;
34899             ensure MarcBreaker is chosen, and then click "Execute"</para>
34900
34901             <screenshot>
34902               <screeninfo>MarcBreaker</screeninfo>
34903
34904               <mediaobject>
34905                 <imageobject>
34906                   <imagedata fileref="images/appendix-onorder/marcbreaker.png"/>
34907                 </imageobject>
34908               </mediaobject>
34909             </screenshot>
34910           </listitem>
34911
34912           <listitem>
34913             <para>You will be presented with a summary of the records
34914             processed at the bottom of the screen</para>
34915
34916             <screenshot>
34917               <screeninfo>MarcBreaker Summary</screeninfo>
34918
34919               <mediaobject>
34920                 <imageobject>
34921                   <imagedata fileref="images/appendix-onorder/marcbreaker-summary.png"/>
34922                 </imageobject>
34923               </mediaobject>
34924             </screenshot>
34925           </listitem>
34926
34927           <listitem>
34928             <para>Click 'Edit Records' to continue on to adding item
34929             records</para>
34930           </listitem>
34931
34932           <listitem>
34933             <para>Your screen will be replaced with a larger screen containing
34934             the MARC records</para>
34935
34936             <screenshot>
34937               <screeninfo>MARC file for editing</screeninfo>
34938
34939               <mediaobject>
34940                 <imageobject>
34941                   <imagedata fileref="images/appendix-onorder/editrecords.png"/>
34942                 </imageobject>
34943               </mediaobject>
34944             </screenshot>
34945           </listitem>
34946
34947           <listitem>
34948             <para>Click on Tools &gt; Add/Edit Field</para>
34949
34950             <screenshot>
34951               <screeninfo>Add/Delete Field</screeninfo>
34952
34953               <mediaobject>
34954                 <imageobject>
34955                   <imagedata fileref="images/appendix-onorder/addfield.png"/>
34956                 </imageobject>
34957               </mediaobject>
34958             </screenshot>
34959           </listitem>
34960
34961           <listitem>
34962             <para>Enter in the Koha specific item info</para>
34963
34964             <screenshot>
34965               <screeninfo>Add 942 Field</screeninfo>
34966
34967               <mediaobject>
34968                 <imageobject>
34969                   <imagedata fileref="images/appendix-onorder/add942.png"/>
34970                 </imageobject>
34971               </mediaobject>
34972             </screenshot>
34973
34974             <itemizedlist>
34975               <listitem>
34976                 <para>In the Field box, type 942</para>
34977               </listitem>
34978
34979               <listitem>
34980                 <para>In the Field Data box, type \\$c and the item type code
34981                 (\\$cBOOK in this example)</para>
34982               </listitem>
34983
34984               <listitem>
34985                 <para>Check the 'Insert last' option</para>
34986               </listitem>
34987
34988               <listitem>
34989                 <para>Click 'Add Field'</para>
34990               </listitem>
34991             </itemizedlist>
34992           </listitem>
34993
34994           <listitem>
34995             <para>Enter in the item record data</para>
34996
34997             <screenshot>
34998               <screeninfo>Add 952 Field</screeninfo>
34999
35000               <mediaobject>
35001                 <imageobject>
35002                   <imagedata fileref="images/appendix-onorder/add952.png"/>
35003                 </imageobject>
35004               </mediaobject>
35005             </screenshot>
35006
35007             <itemizedlist>
35008               <listitem>
35009                 <para>In the Field box, type 952</para>
35010               </listitem>
35011
35012               <listitem>
35013                 <para>In the Field Data box, type
35014                 $7ORDERED_STATUS$aPERM_LOC$bCURR_LOC$cSHELVING_LOCATION$eSOURCE_OF_ACQ$yITEM_TYPE</para>
35015
35016                 <itemizedlist>
35017                   <listitem>
35018                     <para>ex. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK</para>
35019
35020                     <itemizedlist>
35021                       <listitem>
35022                         <para>In a default install of Koha -1 is the value for
35023                         the Ordered status</para>
35024                       </listitem>
35025                     </itemizedlist>
35026                   </listitem>
35027
35028                   <listitem>
35029                     <para>You may want to look at other subfields you would
35030                     like data in -- for example, changing the collection code
35031                     to put all the items in the same collection (8),
35032                     automatically fill in the acquisition date (d), or put in
35033                     a public note (z).</para>
35034                   </listitem>
35035
35036                   <listitem>
35037                     <para>Be sure you use the $ to separate subfields; adding
35038                     each subfield on a separate line will cause that many
35039                     items to be imported with your MARC record (in the example
35040                     above, four items, each with one of those subfields
35041                     corrected)</para>
35042                   </listitem>
35043
35044                   <listitem>
35045                     <para>Make sure you look at the Administration &gt;
35046                     Authorized Values in Koha to put the correct code into the
35047                     field</para>
35048                   </listitem>
35049                 </itemizedlist>
35050               </listitem>
35051
35052               <listitem>
35053                 <para>Check the 'Insert last' option</para>
35054               </listitem>
35055
35056               <listitem>
35057                 <para>Click 'Add Field'</para>
35058               </listitem>
35059             </itemizedlist>
35060           </listitem>
35061
35062           <listitem>
35063             <para>Close the field editor window</para>
35064           </listitem>
35065
35066           <listitem>
35067             <para>Click on File &gt; Compile into MARC</para>
35068
35069             <screenshot>
35070               <screeninfo>Compile into MARC</screeninfo>
35071
35072               <mediaobject>
35073                 <imageobject>
35074                   <imagedata fileref="images/appendix-onorder/compile.png"/>
35075                 </imageobject>
35076               </mediaobject>
35077             </screenshot>
35078           </listitem>
35079
35080           <listitem>
35081             <para>Choose where to save your file</para>
35082           </listitem>
35083         </itemizedlist>
35084
35085         <para>Now you want to go into your Koha system and follow the
35086         instructions for <link linkend="stagemarc">importing MARC
35087         records</link>.</para>
35088
35089         <para>Once the item has come in, you will need to go to the item
35090         record and individually change the item to have the correct barcode,
35091         and manually change the status from Ordered to the blank line in the
35092         Not for Loan field.</para>
35093
35094         <note>
35095           <para>If you purchase your cataloged item records, you may want to
35096           request your vendor put in the information you need into the MARC
35097           records for you; that way, you could import the edited-by-the-vendor
35098           file, overwriting the current record, automatically replacing the
35099           data with what you need.</para>
35100         </note>
35101       </section>
35102     </section>
35103   </chapter>
35104   <chapter id="coursereserves">
35105     <title>Course Reserves</title>
35106     <para>The course reserves module in Koha allows you to temporarily move items to 'reserve' and
35107       assign different circulation rules to these items while they are being used for a specific
35108       course.</para>
35109     <section id="coursesetup">
35110       <title>Course Reserves Setup</title>
35111       <para>Before using Course Reserves you will need to do some set up.  </para>
35112       <para>First you will need to enable course reserves by setting the <link
35113           linkend="UseCourseReserves">UseCourseReserves</link> preference to 'Use'.</para>
35114       <para>Next you will need to have all of your course instructors <link linkend="addnewpatron"
35115           >added as patrons</link>.</para>
35116       <para>Next you will want to add a couple of new <link linkend="newauthval">authorized
35117           values</link> for Departments and Terms. </para>
35118       <para>You may also want to create new <link linkend="additemtype">item types</link>, <link
35119           linkend="ccode">collection codes</link> and/or <link linkend="shelvelocvals">shelving
35120           locations</link> to make it clear that the items are on reserve to your patrons. You will
35121         also want to be sure to confirm that your <link linkend="circfinerules">circulation and fine
35122           rules</link> are right for your new item types (whether they be hourly or daily
35123         loans).</para>
35124     </section>
35125     <section id="addingcourses">
35126       <title>Adding Courses</title>
35127       <para>Once you have completed your set up for Course Reserves you can start creating courses
35128         and adding titles to the reserve list.</para>
35129       <screenshot>
35130           <screeninfo>Course Reserves Admin</screeninfo>
35131           <mediaobject>
35132             <imageobject>
35133               <imagedata fileref="images/coursereserves/coursesblank.png"/>
35134             </imageobject>
35135           </mediaobject>
35136         </screenshot>
35137       <para>From the main course reserves page you can add a new course by clicking the 'New course'
35138         button at the top left.</para>
35139       <screenshot>
35140           <screeninfo>Add a new course</screeninfo>
35141           <mediaobject>
35142             <imageobject>
35143               <imagedata fileref="images/coursereserves/newcourse.png"/>
35144             </imageobject>
35145           </mediaobject>
35146         </screenshot>
35147       <para>Your new course will need a Department, Number and Name at the bare minimum. You can
35148         also add in additional details like course section number and term. To link an instructor to
35149         this course simply start typing their name and Koha will search your patron database to find
35150         you the right person.</para>
35151       <screenshot>
35152           <screeninfo>Instrcutor search</screeninfo>
35153           <mediaobject>
35154             <imageobject>
35155               <imagedata fileref="images/coursereserves/instructorsearch.png"/>
35156             </imageobject>
35157           </mediaobject>
35158         </screenshot>
35159       <para>Once the instructor you want appears just click their name and they will be added. You
35160         can repeat this for all instructors on this course. Each instructor will appear above the
35161         search box and can be removed by clicking the 'Remove' link to the right of their name.</para>
35162       <screenshot>
35163           <screeninfo>Instructors</screeninfo>
35164           <mediaobject>
35165             <imageobject>
35166               <imagedata fileref="images/coursereserves/instructorremove.png"/>
35167             </imageobject>
35168           </mediaobject>
35169         </screenshot>
35170       <para>If you would like your course to show publicly you'll want to be sure to check the
35171         'Enabled?' box before saving your new course.</para>
35172       <para>Once your course is saved it will show on the main course reserves page and be
35173         searchable by any field in the course.</para>
35174       <screenshot>
35175           <screeninfo>Courses</screeninfo>
35176           <mediaobject>
35177             <imageobject>
35178               <imagedata fileref="images/coursereserves/courses.png"/>
35179             </imageobject>
35180           </mediaobject>
35181         </screenshot>
35182     </section>
35183     <section id="addreserves">
35184       <title>Adding Reserve Materials </title>
35185       <para>Before adding reserve materials you will need at least one course to add them to.  To
35186         add materials visit the Course Reserves module.</para>
35187       <screenshot>
35188         <screeninfo>Courses</screeninfo>
35189         <mediaobject>
35190           <imageobject>
35191             <imagedata fileref="images/coursereserves/courses.png"/>
35192           </imageobject>
35193         </mediaobject>
35194       </screenshot>
35195       <para>Click on the title of the course you would like to add materials to.</para>
35196       <screenshot>
35197           <screeninfo>Course administration</screeninfo>
35198           <mediaobject>
35199             <imageobject>
35200               <imagedata fileref="images/coursereserves/courseadmin.png"/>
35201             </imageobject>
35202           </mediaobject>
35203         </screenshot>
35204       <para>At the top of the course description click the 'Add reserves' button to add titles to
35205         this reserve list. You will be asked to enter the barcode for the reserve item.</para>
35206       <screenshot>
35207         <screeninfo>Add item to reserve</screeninfo>
35208         <mediaobject>
35209           <imageobject>
35210             <imagedata fileref="images/coursereserves/addbarcode.png"/>
35211           </imageobject>
35212         </mediaobject>
35213       </screenshot>
35214       <para>After you are done scanning the barcodes to add to the course you can see them on the
35215         course page</para>
35216       <screenshot>
35217         <screeninfo>Course with reserves</screeninfo>
35218         <mediaobject>
35219           <imageobject>
35220             <imagedata fileref="images/coursereserves/coursewithreserves.png"/>
35221           </imageobject>
35222         </mediaobject>
35223       </screenshot>
35224     </section>
35225     <section id="opaccoursereserves">
35226       <title>Course Reserves in the OPAC</title>
35227       <para>Once you have enabled Course Reserves and added courses you will see a link to Course
35228         Reserves below your search box in the OPAC.</para>
35229       <screenshot>
35230           <screeninfo>Course Reserves Link</screeninfo>
35231           <mediaobject>
35232             <imageobject>
35233               <imagedata fileref="images/coursereserves/courselinkopac.png"/>
35234             </imageobject>
35235           </mediaobject>
35236         </screenshot>
35237       <para>Clicking that link will show you your list of enabled courses (if you have only one
35238         course you will just see the contents of that one course).</para>
35239       <screenshot>
35240           <screeninfo>Course list in the OPAC</screeninfo>
35241           <mediaobject>
35242             <imageobject>
35243               <imagedata fileref="images/coursereserves/coursesopac.png"/>
35244             </imageobject>
35245           </mediaobject>
35246         </screenshot>
35247       <para>You can search course reserves by any field (course number, course name, instructor
35248         name, department) that is visible in the list of courses. Clicking a course name will show
35249         you the details and reserve items.</para>
35250       <screenshot>
35251           <screeninfo>Course listing</screeninfo>
35252           <mediaobject>
35253             <imageobject>
35254               <imagedata fileref="images/coursereserves/courseopac.png"/>
35255             </imageobject>
35256           </mediaobject>
35257         </screenshot>
35258     </section>
35259   </chapter>
35260
35261   <chapter id="serials">
35262     <title>Serials</title>
35263
35264     <para>Serials actions can be accessed by going to the More menu at the top
35265     of your screen and choosing Serials or by clicking Serials on the main
35266     Koha staff client page. The Serials module in Koha is used for keeping
35267     track of journals, newspapers and other items that come on a regular
35268     schedule. As with all modules, make sure you go through the related <link linkend="impserials">Implementation Checklist</link> before using the
35269     Serials module.</para>
35270
35271     <itemizedlist>
35272       <listitem>
35273         <para><emphasis>Get there:</emphasis> More &gt; Serials</para>
35274       </listitem>
35275     </itemizedlist>
35276     <section id="serialfreq">
35277       <title>Manage Serial Frequencies</title>
35278       <para>Koha keeps a record of publication frequencies for easy management and
35279         duplication.</para>
35280       <itemizedlist>
35281         <listitem>
35282           <para><emphasis>Get there:</emphasis> More &gt; Serials > Manage frequencies</para>
35283         </listitem>
35284       </itemizedlist>
35285       <para>From this page you can view all of the existing frequencies in your system</para>
35286       <screenshot>
35287         <screeninfo>Frequencies</screeninfo>
35288         <mediaobject>
35289           <imageobject>
35290             <imagedata fileref="images/serials/frequencies.png"/>
35291           </imageobject>
35292         </mediaobject>
35293       </screenshot>
35294       <para>and create new ones.</para>
35295       <screenshot>
35296         <screeninfo>New frequency</screeninfo>
35297         <mediaobject>
35298           <imageobject>
35299             <imagedata fileref="images/serials/newfrequency.png"/>
35300           </imageobject>
35301         </mediaobject>
35302       </screenshot>
35303     </section>
35304     <section id="serialpatterns">
35305       <title>Manage Serial Numbering Patterns</title>
35306       <para>Everytime you create a new numbering pattern in serials you can save it for later use.
35307         These patters are accessible via the Manage numbering patterns page.</para>
35308       <itemizedlist>
35309         <listitem>
35310           <para><emphasis>Get there:</emphasis> More &gt; Serials > Manage numbering patterns</para>
35311         </listitem>
35312       </itemizedlist>
35313       <para>This page will list for you the numbering patterns you have saved in the past as well as
35314         a few canned patterns.</para>
35315       <screenshot>
35316         <screeninfo>Number patterns</screeninfo>
35317         <mediaobject>
35318           <imageobject>
35319             <imagedata fileref="images/serials/numpatterns.png"/>
35320           </imageobject>
35321         </mediaobject>
35322       </screenshot>
35323       <para><note>
35324           <para>If you have upgraded from a previous version of Koha you will see 'Backup patterns'
35325             listed for patterns used in version before Koha 3.14. This is how Koha saved your old
35326             numbering patterns. You can edit these to give them more meaningful names from
35327             here.</para>
35328         </note>It will also allow you to create a new numbering pattern without first adding a
35329         subscription. To add new new pattern click 'New numbering pattern' at the top of the list of
35330         patterns.</para>
35331       <screenshot>
35332         <screeninfo>New number pattern</screeninfo>
35333         <mediaobject>
35334           <imageobject>
35335             <imagedata fileref="images/serials/newnumpattern.png"/>
35336           </imageobject>
35337         </mediaobject>
35338       </screenshot>
35339     </section>
35340     <section id="serialfields">
35341       <title>Custom Subscription Fields</title>
35342       <para>This module will allow you to add custom fields to your serial subscriptions for
35343         reporting and searching.</para>
35344       <para>
35345         <itemizedlist>
35346           <listitem>
35347             <para><emphasis>Get there:</emphasis> Serials > Add subscription fields</para>
35348           </listitem>
35349         </itemizedlist>
35350       </para>
35351       <para>To add custom fields simply click the 'Add subscription fields' link on the left of the
35352         Serial page and choose the 'New field' button<screenshot>
35353           <screeninfo>Add subscription fields</screeninfo>
35354           <mediaobject>
35355             <imageobject>
35356               <imagedata fileref="images/serials/newfield.png"/>
35357             </imageobject>
35358           </mediaobject>
35359         </screenshot></para>
35360       <para>The form that appears will ask for either an authorized value or a marc field to
35361         populate the field with</para>
35362       <para>
35363         <screenshot>
35364           <screeninfo>Add field</screeninfo>
35365           <mediaobject>
35366             <imageobject>
35367               <imagedata fileref="images/serials/addfield.png"/>
35368             </imageobject>
35369           </mediaobject>
35370         </screenshot>
35371       </para>
35372       <para>For example you might want to track which department you're ordering for or the
35373         collection code for this serial<screenshot>
35374           <screeninfo>Add department</screeninfo>
35375           <mediaobject>
35376             <imageobject>
35377               <imagedata fileref="images/serials/adddept.png"/>
35378             </imageobject>
35379           </mediaobject>
35380         </screenshot></para>
35381       <para>This data will then show when you are adding a subscription<screenshot>
35382           <screeninfo>Add field value</screeninfo>
35383           <mediaobject>
35384             <imageobject>
35385               <imagedata fileref="images/serials/addingfieldvalues.png"/>
35386             </imageobject>
35387           </mediaobject>
35388         </screenshot></para>
35389       <para>and when you view the subscription<screenshot>
35390           <screeninfo>Show field</screeninfo>
35391           <mediaobject>
35392             <imageobject>
35393               <imagedata fileref="images/serials/showfields.png"/>
35394             </imageobject>
35395           </mediaobject>
35396         </screenshot></para>
35397       <para>and when you search subscriptions (if you chose to make it 'searchable')<screenshot>
35398           <screeninfo>Searchable field</screeninfo>
35399           <mediaobject>
35400             <imageobject>
35401               <imagedata fileref="images/serials/searchfield.png"/>
35402             </imageobject>
35403           </mediaobject>
35404         </screenshot></para>
35405     </section>
35406
35407     <section id="newsubscription">
35408       <title>Add a subscription</title>
35409
35410       <para>Subscriptions can be added by clicking the 'New' button on any
35411       bibliographic record</para>
35412
35413       <screenshot>
35414         <screeninfo>New Subscription Button</screeninfo>
35415
35416         <mediaobject>
35417           <imageobject>
35418             <imagedata fileref="images/serials/newsubfrombib.png"/>
35419           </imageobject>
35420         </mediaobject>
35421       </screenshot>
35422
35423       <para>Or by visiting the Serials module and clicking 'New
35424       Subscription'</para>
35425
35426       <screenshot>
35427         <screeninfo>New Subscription Button</screeninfo>
35428
35429         <mediaobject>
35430           <imageobject>
35431             <imagedata fileref="images/serials/newsubbutton.png"/>
35432           </imageobject>
35433         </mediaobject>
35434       </screenshot>
35435
35436       <para>If you are entering a new subscription from the Serials module you
35437       will be presented with a blank form (if creating new from a
35438       bibliographic record the form will include the bib info).</para>
35439
35440       <screenshot>
35441         <screeninfo>Add a new subscription (1/2)</screeninfo>
35442
35443         <mediaobject>
35444           <imageobject>
35445             <imagedata fileref="images/serials/addsub.png"/>
35446           </imageobject>
35447         </mediaobject>
35448       </screenshot>
35449
35450       <itemizedlist>
35451         <listitem>
35452           <para>'Librarian' field will show the logged in librarian's
35453           username</para>
35454         </listitem>
35455
35456         <listitem>
35457           <para>'Vendor' can be found by either searching vendors entered via
35458           the <link linkend="acqmodule">Acquisitions module</link> or entering
35459           the vendor ID number</para>
35460
35461           <itemizedlist>
35462             <listitem>
35463               <para>Vendor information is not required</para>
35464             </listitem>
35465
35466             <listitem>
35467               <para>In order to claim missing and late issues you need to
35468               enter vendor information</para>
35469
35470               <screenshot>
35471                 <screeninfo>Vendor Missing Warning</screeninfo>
35472
35473                 <mediaobject>
35474                   <imageobject>
35475                     <imagedata fileref="images/serials/vendorwarning.png"/>
35476                   </imageobject>
35477                 </mediaobject>
35478               </screenshot>
35479             </listitem>
35480           </itemizedlist>
35481         </listitem>
35482
35483         <listitem>
35484           <para>'Biblio' is the MARC record you'd like to link this
35485           subscription to</para>
35486
35487           <itemizedlist>
35488             <listitem>
35489               <para>This can be done by searching for an existing record by
35490               clicking on the 'Search for Biblio' link below the boxes or by
35491               entering the bib number for a record in the first box. Only if
35492               you search with the field between the parenthesis.</para>
35493             </listitem>
35494           </itemizedlist>
35495         </listitem>
35496
35497         <listitem>
35498           <para>Next you can choose whether a new item is created when receiving an issue (if you
35499             barcode issues you'll want to create an item at this time)</para>
35500         </listitem>
35501         <listitem>
35502           <para>In order to determine how to handle irregularities in your subscription answer 'When
35503             there is an irregular issue', if the numbers are always sequential you'll want to pick
35504             'Keep issue number'</para>
35505         </listitem>
35506         <listitem>
35507           <para>Checking the 'Manual history' box will allow you to enter serials outside the
35508             prediction pattern once the subscription is saved by going to the 'Planning' tab on the
35509             subscription detail page.<screenshot>
35510               <screeninfo>Manual History</screeninfo>
35511               <mediaobject>
35512                 <imageobject>
35513                   <imagedata fileref="images/serials/manualhistory.png"/>
35514                 </imageobject>
35515               </mediaobject>
35516             </screenshot></para>
35517         </listitem>
35518         <listitem>
35519           <para>'Call Number' is for your item's call number or call number prefix</para>
35520         </listitem>
35521         <listitem>
35522           <para>'Library' is the branch that owns this subscription.</para>
35523           <itemizedlist>
35524             <listitem>
35525               <para>If more than one library subscribes to this serial you will need to create a
35526                 subscription for each library</para>
35527             </listitem>
35528             <listitem>
35529               <para>This can be done easily by using the 'Edit as New (Duplicate)' option found on
35530                 the subscription information page and changing only the 'Library' field</para>
35531               <screenshot>
35532                 <screeninfo>New Duplicate Subscription</screeninfo>
35533                 <mediaobject>
35534                   <imageobject>
35535                     <imagedata fileref="images/serials/newasdup.png"/>
35536                   </imageobject>
35537                 </mediaobject>
35538               </screenshot>
35539             </listitem>
35540           </itemizedlist>
35541         </listitem>
35542         <listitem>
35543           <para>Use the 'Public Note' for any notes you would like to appear in the OPAC for the
35544             patrons</para>
35545         </listitem>
35546         <listitem>
35547           <para>'Nonpublic Note' should be used for notes that are only visible to the librarians
35548             via the staff client</para>
35549         </listitem>
35550         <listitem>
35551           <para>The 'Patron notification' option lets you pick a notice to send to patrons who
35552             subscribe to updates on this serial via the OPAC.</para>
35553           <itemizedlist>
35554             <listitem>
35555               <para>For this option to appear you need to make sure that you have a Routing List
35556                 notice set up in the <link linkend="notices">Notices Tool</link></para>
35557             </listitem>
35558           </itemizedlist>
35559         </listitem>
35560
35561         <listitem>
35562           <para>'Location' is for the shelving location</para>
35563         </listitem>
35564
35565         <listitem>
35566           <para>The 'Grace period' is the number of days before an issue is automatically moved from
35567             'Expected' status to 'Waiting' and how many days before an issue is automatically moved
35568             from 'Waiting' status to 'Late'</para>
35569         </listitem>
35570
35571         <listitem>
35572           <para>The Staff and OPAC Display options allow you to control how
35573           many issues appear by default on bibliographic records in the Staff
35574           Client and the OPAC</para>
35575
35576           <itemizedlist>
35577             <listitem>
35578               <para>If no values are entered in these fields, they will use
35579               the <link linkend="OPACSerialIssueDisplayCount">OPACSerialIssueDisplayCount</link>
35580               and <link linkend="StaffSerialIssueDisplayCount">StaffSerialIssueDisplayCount</link>
35581               system preference values</para>
35582             </listitem>
35583           </itemizedlist>
35584         </listitem>
35585         </itemizedlist>
35586       <para>Once that data is filled in you can click 'Next' to enter the prediction pattern information.</para>
35587       <screenshot>
35588           <screeninfo>Add a new subscription (2/2)</screeninfo>
35589           <mediaobject>
35590             <imageobject>
35591               <imagedata fileref="images/serials/addsub2.png"/>
35592             </imageobject>
35593           </mediaobject>
35594         </screenshot>
35595 <itemizedlist>
35596         <listitem>
35597           <para>In 'First issue publication date' you want to enter the date
35598           of the issue you have in your hand, the date from which the
35599           prediction pattern will start</para>
35600         </listitem>
35601
35602         <listitem>
35603           <para>There are several pre-defined options for the 'Frequency' of publication all of
35604             which are visible alongside your own custom frequencies by visiting '<link
35605               linkend="serialfreq">Manage frequencies</link>'</para>
35606
35607           <itemizedlist>
35608             <listitem>
35609               <para>Without periodicy: some very specific (usually high level
35610               science journals) don't have a true periodicity. When you
35611               subscribe to the title, you subscribe for 6 issues, which can
35612               arrive in 1 year... or 2... There is no regularity or known
35613               schedule.</para>
35614             </listitem>
35615
35616             <listitem>
35617               <para>Unknown select this if none of the other choices are
35618               relevant</para>
35619             </listitem>
35620
35621             <listitem>
35622               <para>Irregular: The journal is not "regular" but has a
35623               periodicity. You know that it comes out on January, then in
35624               October and December, it is irregular, but you know when it's
35625               going to arrive.</para>
35626             </listitem>
35627
35628             <listitem>
35629               <para>2/day: Twice daily</para>
35630             </listitem>
35631
35632             <listitem>
35633               <para>1/day: Daily</para>
35634             </listitem>
35635
35636             <listitem>
35637               <para>3/week: Three times a week</para>
35638             </listitem>
35639
35640             <listitem>
35641               <para>1/week: Weekly</para>
35642             </listitem>
35643
35644             <listitem>
35645               <para>1/ 2 weeks: Twice monthly (fortnightly)</para>
35646             </listitem>
35647
35648             <listitem>
35649               <para>1/ 3 weeks: Tri-weekly</para>
35650             </listitem>
35651
35652             <listitem>
35653               <para>1/month: Monthly</para>
35654             </listitem>
35655
35656             <listitem>
35657               <para>1/ 2 months (6/year): Bi-monthly</para>
35658             </listitem>
35659
35660             <listitem>
35661               <para>1/ 3 months (1/quarter): Quarterly</para>
35662             </listitem>
35663
35664             <listitem>
35665               <para>1/quarter (seasonal) : Quarterly related to seasons (ie.
35666               Summer, Autumn, Winter, Spring)</para>
35667             </listitem>
35668
35669             <listitem>
35670               <para>2/year: Half yearly</para>
35671             </listitem>
35672
35673             <listitem>
35674               <para>1/year: Annual</para>
35675             </listitem>
35676
35677             <listitem>
35678               <para>1/ 2 years: Bi-annual</para>
35679             </listitem>
35680           </itemizedlist>
35681         </listitem>
35682         <listitem>
35683           <para>'Subscription length' is the number of issues or months in the subscription. This is
35684             also used for setting up renewal alerts</para>
35685         </listitem>
35686         <listitem>
35687           <para>'Subscription start date' is the date at which the subscription begins. This is used
35688             for setting up renewal alerts</para>
35689         </listitem>
35690         <listitem>
35691           <para>'Subscription end date' should only be entered for subscriptions that have ended (if
35692             you're entering in a backlog of serials)</para>
35693         </listitem>
35694
35695         <listitem>
35696           <para>'Numbering pattern' will help you determine how the numbers are printed for each
35697             issue. Patterns entered here are saved and editable at any time by visiting '<link
35698               linkend="serialpatterns">Manage numbering patterns</link>'</para>
35699
35700           <itemizedlist>
35701             <listitem>
35702               <para>Start with the numbering on the issue you have in hand,
35703               the numbering that matches the date you entered in the 'First
35704               issue publication' field</para>
35705             </listitem>
35706
35707             <listitem>
35708               <para>You can choose to create your own numbering pattern by choosing 'None of the
35709                 above' and clicking the 'Show/Hide Advanced Pattern' button at the bottom of the form</para>
35710               <screenshot>
35711                   <screeninfo>Advanced prediction pattern</screeninfo>
35712                   <mediaobject>
35713                     <imageobject>
35714                       <imagedata fileref="images/serials/advancedpattern.png"/>
35715                     </imageobject>
35716                   </mediaobject>
35717                 </screenshot>
35718             </listitem>
35719           </itemizedlist>
35720         </listitem>
35721         <listitem>
35722           <para>The 'Locale' option is useful when you want to display days, month or season. For
35723             example, if you have a German serial, you can use the German locale option to display
35724             days, etc. in German.</para>
35725         </listitem>
35726
35727         <listitem>
35728           <para>Once a 'Numbering pattern' is chosen the number formula will appear.<screenshot>
35729               <screeninfo>Numbering Forumla</screeninfo>
35730               <mediaobject>
35731                 <imageobject>
35732                   <imagedata fileref="images/serials/numberonly.png"/>
35733                 </imageobject>
35734               </mediaobject>
35735             </screenshot><itemizedlist>
35736               <listitem>
35737                 <para>The 'Begins with' number is the number of the issue you're holding in your
35738                   hand.</para>
35739               </listitem>
35740               <listitem>
35741                 <para>The 'Inner counter' is used to tell Koha where the "receiving cycle" starts<itemizedlist>
35742                     <listitem>
35743                       <para>For example: If the first issue to receive is "vol. 4, no. 1, iss. 796",
35744                         you need to set up "inner counter = 0" But if it's "vol. 4, no. 2, iss.
35745                         797", the inner counter should be "1".</para>
35746                     </listitem>
35747                   </itemizedlist></para>
35748               </listitem>
35749               <listitem>
35750                 <para>After filling in this data click the 'Test prediction pattern' button to see
35751                   what issues the system will generate, if there are irregularities you can choose
35752                   which issues don't exist from the list presented.</para>
35753                 <screenshot>
35754                     <screeninfo>Prediction pattern</screeninfo>
35755                     <mediaobject>
35756                       <imageobject>
35757                         <imagedata fileref="images/serials/predictionpattern.png"/>
35758                       </imageobject>
35759                     </mediaobject>
35760                   </screenshot>
35761               </listitem>
35762             </itemizedlist></para>
35763         </listitem>
35764         <listitem>
35765           <para>If you have added a <link linkend="serialfields">custom subscription field</link>,
35766             it will be editable above the buttons at the bottom of the screen<screenshot>
35767               <screeninfo>Show field</screeninfo>
35768               <mediaobject>
35769                 <imageobject>
35770                   <imagedata fileref="images/serials/addingfieldvalues.png"/>
35771                 </imageobject>
35772               </mediaobject>
35773             </screenshot></para>
35774         </listitem>
35775       </itemizedlist>
35776
35777       <para>Click 'Save Subscription' to save the information you have
35778       entered. <link linkend="sampleserialsapp">Find sample serial examples in
35779       the appendix</link>.</para>
35780     </section>
35781
35782     <section id="receiveissues">
35783       <title>Receive Issues</title>
35784
35785       <para>Issues can be marked as received from several locations. To find a
35786       subscription, use the search box at the top of the Serials page to
35787       search for the serial you'd like to receive issues for:</para>
35788
35789       <screenshot>
35790         <screeninfo>Subscription Search</screeninfo>
35791
35792         <mediaobject>
35793           <imageobject>
35794             <imagedata fileref="images/serials/subsearch.png"/>
35795           </imageobject>
35796         </mediaobject>
35797       </screenshot>
35798
35799       <para>From the search results you can click the 'Serial Receive' link or
35800       you can click on the subscription title and then click the 'Receive'
35801       button.</para>
35802
35803       <screenshot>
35804         <screeninfo>Subscription Buttons</screeninfo>
35805
35806         <mediaobject>
35807           <imageobject>
35808             <imagedata fileref="images/serials/subbuttons.png"/>
35809           </imageobject>
35810         </mediaobject>
35811       </screenshot>
35812
35813       <para>The final way to receive serials is from the 'Serial Collection'
35814       page. To the left of the Subscription summary page there is a menu with
35815       a link to 'Serial Collection'</para>
35816
35817       <screenshot>
35818         <screeninfo>Serial Subscription Menu</screeninfo>
35819
35820         <mediaobject>
35821           <imageobject>
35822             <imagedata fileref="images/serials/serialcolllink.png"/>
35823           </imageobject>
35824         </mediaobject>
35825       </screenshot>
35826
35827       <para>From the page that opens up you can click 'Edit Serial' with the
35828       issue you want to receive checked.</para>
35829
35830       <screenshot>
35831         <screeninfo>Edit Issues</screeninfo>
35832
35833         <mediaobject>
35834           <imageobject>
35835             <imagedata fileref="images/serials/editissue.png"/>
35836           </imageobject>
35837         </mediaobject>
35838       </screenshot>
35839
35840       <para>All three of these options will open up the issue receive
35841       form:</para>
35842
35843       <screenshot>
35844         <screeninfo>Receive Serials</screeninfo>
35845
35846         <mediaobject>
35847           <imageobject>
35848             <imagedata fileref="images/serials/receiveissue.png"/>
35849           </imageobject>
35850         </mediaobject>
35851       </screenshot>
35852
35853       <itemizedlist>
35854         <listitem>
35855           <para>Choose 'Arrived' from the status pull down to mark a serial as
35856           received.</para>
35857         </listitem>
35858
35859         <listitem>
35860           <para>If you have decided to have an item record created for each issue an <link linkend="addingitems">item add form</link>
35861             will appear after choosing 'Arrived'</para>
35862           <screenshot>
35863               <screeninfo>Serial item record</screeninfo>
35864               <mediaobject>
35865                 <imageobject>
35866                   <imagedata fileref="images/serials/serialitem.png"/>
35867                 </imageobject>
35868               </mediaobject>
35869             </screenshot>
35870         </listitem>
35871
35872         <listitem>
35873           <para>If your issue has a supplemental issue with it, fill in the Supplemental Issue information.<itemizedlist>
35874               <listitem>
35875                 <para>Key the entire numbering in the box after "Supplemental issue" no numbering
35876                   will be inherited/auto-filled from the main issue, and exactly what you key in the
35877                   box after "Supplemental issue" will be auto-filled in the item record's Serial
35878                   enumeration/chronology [MARC21 952$h] (if you create item records). <itemizedlist>
35879                     <listitem>
35880                       <para>E.g., key this in its entirety if it's what you would like displayed:
35881                         "v.69 no.3 (Mar. 2015) suppl." </para>
35882                     </listitem>
35883                   </itemizedlist></para>
35884               </listitem>
35885             </itemizedlist></para>
35886         </listitem>
35887
35888         <listitem>
35889           <para>If you have decided to have an item record created for each
35890           issue an <link linkend="addingitems">item add form</link> will
35891           appear for your supplement and for the issue itself</para>
35892         </listitem>
35893
35894         <listitem>
35895           <para>Once you have entered your info you can click 'Save'</para>
35896         </listitem>
35897       </itemizedlist>
35898
35899       <para>If you are receiving multiple issues at once, or have marked an
35900       issue as 'Late' or 'Missing' there you can click the 'Generate Next'
35901       button below the list of issues.</para>
35902
35903       <screenshot>
35904         <screeninfo>Generate Next Button</screeninfo>
35905
35906         <mediaobject>
35907           <imageobject>
35908             <imagedata fileref="images/serials/editissue.png"/>
35909           </imageobject>
35910         </mediaobject>
35911       </screenshot>
35912
35913       <para>Clicking this button will generate the next issue for you and mark
35914       the previously expected issue as 'Late' automatically. You can then
35915       check the 'Edit' box to the right of each issue and edit the status on
35916       multiple issues at once.</para>
35917     </section>
35918
35919     <section id="routinglist">
35920       <title>Create a Routing List</title>
35921
35922       <para>A routing list is a list of people who receive the serial before it goes to the shelf.
35923         To enable routing lists you want to set your <link linkend="RoutingSerials"
35924           >RoutingSerials</link> preference to 'Add'.</para>
35925
35926       <para>When on the subscription page you will see a link to the left that
35927       reads 'Create Routing List' or 'Edit Routing List'</para>
35928
35929       <screenshot>
35930         <screeninfo>Subscription Routing List Link</screeninfo>
35931
35932         <mediaobject>
35933           <imageobject>
35934             <imagedata fileref="images/serials/createroutinglink.png"/>
35935           </imageobject>
35936         </mediaobject>
35937       </screenshot>
35938
35939       <para>Clicking that link will bring you to the menu to add a new routing
35940       list.</para>
35941
35942       <screenshot>
35943         <screeninfo>Routing List Creation</screeninfo>
35944
35945         <mediaobject>
35946           <imageobject>
35947             <imagedata fileref="images/serials/createroutinglist.png"/>
35948           </imageobject>
35949         </mediaobject>
35950       </screenshot>
35951
35952       <para>From here you want to click 'Add recipients' in order to add
35953       people to the routing list. In the menu that appears you can filter
35954       patrons by part of their name, their library and/or patron
35955       category.</para>
35956
35957       <screenshot>
35958         <screeninfo>Add Members to Routing List</screeninfo>
35959
35960         <mediaobject>
35961           <imageobject>
35962             <imagedata fileref="images/serials/addtorouting.png"/>
35963           </imageobject>
35964         </mediaobject>
35965       </screenshot>
35966
35967       <para>Clicking 'Add' to the right of each name will add them to the
35968       routing list. When you have chosen all of the people for the list, click
35969       the 'Close' link to be redirected to the routing list.</para>
35970
35971       <screenshot>
35972         <screeninfo>Routing List</screeninfo>
35973
35974         <mediaobject>
35975           <imageobject>
35976             <imagedata fileref="images/serials/editroutinglist.png"/>
35977           </imageobject>
35978         </mediaobject>
35979       </screenshot>
35980
35981       <para>If the list looks the way you expect it to, then click 'Save'.
35982       Next you will be brought to a preview of the routing list. To print the
35983       list click 'Save and preview routing slip.' This will open a printable
35984       version of the list.</para>
35985
35986       <screenshot>
35987         <screeninfo>Preview Routing List</screeninfo>
35988
35989         <mediaobject>
35990           <imageobject>
35991             <imagedata fileref="images/serials/previewroutinglist.png"/>
35992           </imageobject>
35993         </mediaobject>
35994       </screenshot>
35995
35996       <para>If <link linkend="RoutingListAddReserves">RoutingListAddReserves</link> is set to
35997       on then patrons listed in the routing list will automatically be added
35998       to the holds list for the issue.</para>
35999
36000       <para>To see a list of all of the routing lists a specific patron is on visit the <link
36001           linkend="patronroutingtab">Routing Lists tab</link> on their patron record.</para>
36002     </section>
36003
36004     <section id="serialsubinstaff">
36005       <title>Subscriptions in Staff Client</title>
36006
36007       <para>Subscription information will appear on bibliographic records
36008       under the 'Subscriptions' tab</para>
36009
36010       <screenshot>
36011         <screeninfo>Subscription Tab on Bibliographic Record</screeninfo>
36012
36013         <mediaobject>
36014           <imageobject>
36015             <imagedata fileref="images/serials/subinfoonbib.png"/>
36016           </imageobject>
36017         </mediaobject>
36018       </screenshot>
36019
36020       <para>Clicking the 'Subscription Details' link will take you to the
36021       Subscription summary page in the staff client.</para>
36022
36023       <screenshot>
36024         <screeninfo>Subscription Detail</screeninfo>
36025
36026         <mediaobject>
36027           <imageobject>
36028             <imagedata fileref="images/serials/subscriptiondetail.png"/>
36029           </imageobject>
36030         </mediaobject>
36031       </screenshot>
36032       <para>If you are using the <link linkend="acqmodule">Acquisitions</link> module to keep <link
36033           linkend="ordersubscription">track of serial subscriptions</link> you will see that info
36034         before your subscription details.</para>
36035       <screenshot>
36036           <screeninfo>Acquisitions information for subscription</screeninfo>
36037           <mediaobject>
36038             <imageobject>
36039               <imagedata fileref="images/acquisitions/subdetails.png"/>
36040             </imageobject>
36041           </mediaobject>
36042         </screenshot>
36043     </section>
36044
36045     <section id="serialsubinopac">
36046       <title>Subscriptions in OPAC</title>
36047
36048       <para>When viewing the subscription in the OPAC there will be several
36049       options.</para>
36050
36051       <para>Like in the staff client, there will be a Subscriptions tab on the
36052       bibliographic record.</para>
36053
36054       <screenshot>
36055         <screeninfo>Subscriptions Tab in OPAC</screeninfo>
36056
36057         <mediaobject>
36058           <imageobject>
36059             <imagedata fileref="images/serials/subopac.png"/>
36060           </imageobject>
36061         </mediaobject>
36062       </screenshot>
36063
36064       <para>Under this tab will appear the number of issues you chose when
36065       setting up the subscription or in your <link linkend="OPACSerialIssueDisplayCount">OPACSerialIssueDisplayCount</link>
36066       system preference. Clicking the 'More details' link will provide you
36067       with additional information about the serial history. You can set the
36068       default view of a serial in the OPAC with the <link linkend="SubscriptionHistory">SubscriptionHistory</link> system
36069       preference.</para>
36070
36071       <para>There are two views, compact and full. The compact serial
36072       subscription will show basic information regarding the
36073       subscription</para>
36074
36075       <screenshot>
36076         <screeninfo>Compact Serial View</screeninfo>
36077
36078         <mediaobject>
36079           <imageobject>
36080             <imagedata fileref="images/serials/compactopac.png"/>
36081           </imageobject>
36082         </mediaobject>
36083       </screenshot>
36084
36085       <para>From this compact display patrons can subscribe to be notified of new issues as they are
36086         released by clicking the 'Subscribe to email notifications of new issues' button. For this
36087         link to appear you will want to have chosen to notify patrons <link
36088           linkend="newsubscription">on the subscription</link> itself.</para>
36089
36090       <screenshot>
36091         <screeninfo>Subscribe link in the OPAC</screeninfo>
36092
36093         <mediaobject>
36094           <imageobject>
36095             <imagedata fileref="images/serials/opacroutingsubscribe.png"/>
36096           </imageobject>
36097         </mediaobject>
36098       </screenshot>
36099       <para>You can see thos who subscribe to new issue alerts by going to the subscription page in
36100         the staff client and looking on the right of the 'Information' tab.<screenshot>
36101           <screeninfo>Serial notification subscribers</screeninfo>
36102           <mediaobject>
36103             <imageobject>
36104               <imagedata fileref="images/serials/subscribers.png"/>
36105             </imageobject>
36106           </mediaobject>
36107         </screenshot></para>
36108
36109       <para>Whereas the full view shows extensive details, broken out by year,
36110       regarding the subscription</para>
36111
36112       <screenshot>
36113         <screeninfo>Full Serial View</screeninfo>
36114
36115         <mediaobject>
36116           <imageobject>
36117             <imagedata fileref="images/serials/fullopac.png"/>
36118           </imageobject>
36119         </mediaobject>
36120       </screenshot>
36121     </section>
36122
36123     <section id="serialclaims">
36124       <title>Claim Late Serials</title>
36125
36126       <para>Koha can send email messages to your serial vendors if you have
36127       late issues. To the left of the main serials page there is a link to
36128       'Claims'</para>
36129
36130       <screenshot>
36131         <screeninfo>Link to Claims on Serials Menu</screeninfo>
36132
36133         <mediaobject>
36134           <imageobject>
36135             <imagedata fileref="images/serials/serialclaimmenu.png"/>
36136           </imageobject>
36137         </mediaobject>
36138       </screenshot>
36139
36140       <para>The links to claims also appears to the left of the subscription
36141       detail page</para>
36142
36143       <screenshot>
36144         <screeninfo>Link to Claims on the Serials Menu</screeninfo>
36145
36146         <mediaobject>
36147           <imageobject>
36148             <imagedata fileref="images/serials/serialclaimmenu1.png"/>
36149           </imageobject>
36150         </mediaobject>
36151       </screenshot>
36152
36153       <para>If you don't have a claim notice defined yet you will see a
36154       warning message that you need to first define a notice.</para>
36155
36156       <screenshot>
36157         <screeninfo>Missing Claims Notice Warning</screeninfo>
36158
36159         <mediaobject>
36160           <imageobject>
36161             <imagedata fileref="images/serials/noserialclaim.png"/>
36162           </imageobject>
36163         </mediaobject>
36164       </screenshot>
36165
36166       <para>Clicking 'Claims' will open a report that will ask you to choose
36167       from your various serial vendors to generate claims for late
36168       issues.</para>
36169
36170       <screenshot>
36171         <screeninfo>Serial Claims</screeninfo>
36172
36173         <mediaobject>
36174           <imageobject>
36175             <imagedata fileref="images/serials/serialclaims.png"/>
36176           </imageobject>
36177         </mediaobject>
36178       </screenshot>
36179
36180       <para>From the list of late issues you can choose which ones you want to
36181       send a claim email to by clicking the checkbox to the left of late
36182       issue, choosing the notice template to use and clicking the 'Send
36183       notification' button.</para>
36184     </section>
36185
36186     <section id="serialexpiration">
36187       <title>Check Serial Expiration</title>
36188
36189       <para>When adding serials you enter a subscription length, using the
36190       check expiration tool you can see when your subscriptions are about to
36191       expire. To use the tool click the link to 'Check expiration' on the
36192       serials menu.</para>
36193
36194       <screenshot>
36195         <screeninfo>Check Serial Expiration</screeninfo>
36196
36197         <mediaobject>
36198           <imageobject>
36199             <imagedata fileref="images/serials/serialexpiresearch.png"/>
36200           </imageobject>
36201         </mediaobject>
36202       </screenshot>
36203
36204       <para>In the form that appears you need to enter at least a date to
36205       search by.</para>
36206
36207       <para>In your results you will see all subscriptions that will expire
36208       before the date you entered. From there you can choose to view the
36209       subscription further or renew it in one click.</para>
36210
36211       <screenshot>
36212         <screeninfo>Serial Expiration Search Results</screeninfo>
36213
36214         <mediaobject>
36215           <imageobject>
36216             <imagedata fileref="images/serials/serialexpire.png"/>
36217           </imageobject>
36218         </mediaobject>
36219       </screenshot>
36220     </section>
36221
36222     <section id="serialrenew">
36223       <title>Renewing Serials</title>
36224
36225       <para>If your serial subscription has expired you won't be able to
36226       receive issues. To renew your subscription you can click the 'Renew'
36227       button at the top of your subscription detail page.</para>
36228
36229       <screenshot>
36230         <screeninfo>Renew option on subscription detail</screeninfo>
36231
36232         <mediaobject>
36233           <imageobject>
36234             <imagedata fileref="images/serials/renewsubscription.png"/>
36235           </imageobject>
36236         </mediaobject>
36237       </screenshot>
36238
36239       <para>Another option is to click the 'Renew' link to the right of the
36240       subscription on the Serial Collection page.</para>
36241
36242       <screenshot>
36243         <screeninfo>Renew option on serial collection</screeninfo>
36244
36245         <mediaobject>
36246           <imageobject>
36247             <imagedata fileref="images/serials/collectionrenew.png"/>
36248           </imageobject>
36249         </mediaobject>
36250       </screenshot>
36251
36252       <para>Once you click the 'Renew' link or button you will be presenting
36253       with renewal options.</para>
36254
36255       <screenshot>
36256         <screeninfo>Subscription renewal form</screeninfo>
36257
36258         <mediaobject>
36259           <imageobject>
36260             <imagedata fileref="images/serials/serialrenew.png"/>
36261           </imageobject>
36262         </mediaobject>
36263       </screenshot>
36264
36265       <itemizedlist>
36266         <listitem>
36267           <para>The start date should be the date your subscription period
36268           starts.</para>
36269         </listitem>
36270
36271         <listitem>
36272           <para>For the subscription length you'll want to fill in one of the
36273           three fields presented: Number of num (issues), Number of months or
36274           Number of weeks.</para>
36275         </listitem>
36276
36277         <listitem>
36278           <para>Finally enter any notes you might have about this
36279           renewal.</para>
36280         </listitem>
36281       </itemizedlist>
36282     </section>
36283
36284     <section id="serialsearch">
36285       <title>Searching Serials</title>
36286
36287       <para>Once in the Serials module there is basic search box at the top
36288       that you can use to find subscriptions using any part of the ISSN and/or
36289       title.</para>
36290
36291       <screenshot>
36292         <screeninfo>Basic Serials Search</screeninfo>
36293
36294         <mediaobject>
36295           <imageobject>
36296             <imagedata fileref="images/serials/serialsearch.png"/>
36297           </imageobject>
36298         </mediaobject>
36299       </screenshot>
36300
36301       <para>You can also click the 'Advanced Search' link to the right of the
36302       'Submit' button to do a more thorough search of your serials.</para>
36303
36304       <screenshot>
36305         <screeninfo>Advanced Serials Search</screeninfo>
36306
36307         <mediaobject>
36308           <imageobject>
36309             <imagedata fileref="images/serials/advanceserialsearch.png"/>
36310           </imageobject>
36311         </mediaobject>
36312       </screenshot>
36313
36314       <para>From your results you can filter by using the search boxes at the
36315       bottom of each column and adjust the number of resutls using the toolbar
36316       at the top of the results set.</para>
36317
36318       <screenshot>
36319         <screeninfo>Serial Search Results</screeninfo>
36320
36321         <mediaobject>
36322           <imageobject>
36323             <imagedata fileref="images/serials/serialsearchresults.png"/>
36324           </imageobject>
36325         </mediaobject>
36326       </screenshot>
36327     </section>
36328   </chapter>
36329
36330   <chapter id="acqmodule">
36331     <title>Acquisitions</title>
36332
36333     <para>The Koha Acquisitions module provides a way for the library to
36334     record orders placed with vendors and manage purchase budgets.</para>
36335
36336     <itemizedlist>
36337       <listitem>
36338         <para><emphasis>Get there:</emphasis> More &gt; Acquisitions</para>
36339       </listitem>
36340     </itemizedlist>
36341
36342     <section id="acqsetup">
36343       <title>Setup</title>
36344
36345       <para>Before using the Acquisitions Module you will want to make sure
36346       that you have completed all of the set up.</para>
36347
36348       <para>First, set your <link linkend="acqprefs">Acquisitions System
36349       Preferences</link> and <link linkend="acqadmin">Acquisitions
36350       Administration</link> to match your library's workflow.</para>
36351
36352       <para>On the main acquisitions page you will see your library's funds
36353       listed.</para>
36354
36355       <screenshot>
36356         <screeninfo>Acquisitions Funds Summary</screeninfo>
36357
36358         <mediaobject>
36359           <imageobject>
36360             <imagedata fileref="images/acquisitions/acqfunds.png"/>
36361           </imageobject>
36362         </mediaobject>
36363       </screenshot>
36364
36365       <para><note>
36366           <para>If the total line is confusing for the funds you have set up
36367           you can hide it by adding <programlisting>#funds_total {display:none;}</programlisting></para>
36368
36369           <para>to the <link linkend="IntranetUserCSS">IntranetUserCSS</link>
36370           preference.</para>
36371         </note></para>
36372
36373       <para>To see all active funds you can click the checkbox next to 'Show active and inactive'
36374         above the funds table.</para>
36375
36376       <para>To see a history of all orders in a fund you can click on the
36377       linked amount and it will run a search for you.</para>
36378
36379       <screenshot>
36380         <screeninfo>Breakdown of orders against the FIC Fund</screeninfo>
36381
36382         <mediaobject>
36383           <imageobject>
36384             <imagedata fileref="images/acquisitions/fundbreakdown.png"/>
36385           </imageobject>
36386         </mediaobject>
36387       </screenshot>
36388
36389       <para>Learn more in the <link linkend="fundtracking">Budget/Fund
36390       Tracking</link> section of this manual.</para>
36391     </section>
36392
36393     <section id="acqvendors">
36394       <title>Vendors</title>
36395
36396       <para>Before any orders can be places you must first enter at least one
36397       vendor.</para>
36398
36399       <section id="addacqvendor">
36400         <title>Add a Vendor</title>
36401
36402         <para>To add a vendor click the 'New Vendor' button on the
36403         Acquisitions page</para>
36404
36405         <screenshot>
36406           <screeninfo>New Vendor Button on Acquisitions</screeninfo>
36407
36408           <mediaobject>
36409             <imageobject>
36410               <imagedata fileref="images/acquisitions/newvendbutton.png"/>
36411             </imageobject>
36412           </mediaobject>
36413         </screenshot>
36414
36415         <para>The vendor add form is broken into three pieces</para>
36416
36417         <itemizedlist>
36418           <listitem>
36419             <para>The first section is for basic information about the
36420             Vendor</para>
36421
36422             <screenshot>
36423               <screeninfo>Basic Vendor Information</screeninfo>
36424
36425               <mediaobject>
36426                 <imageobject>
36427                   <imagedata fileref="images/acquisitions/newvendor1.png"/>
36428                 </imageobject>
36429               </mediaobject>
36430             </screenshot>
36431
36432             <itemizedlist>
36433               <listitem>
36434                 <para>Of these fields, only the Vendor name is required, the
36435                 rest of the information should be added to help with
36436                 generating claim letters and invoices</para>
36437               </listitem>
36438             </itemizedlist>
36439           </listitem>
36440
36441           <listitem>
36442             <para>The second section is for information regarding your contact
36443             at the Vendor's office</para>
36444
36445             <screenshot>
36446               <screeninfo>Vendor Contact Details</screeninfo>
36447
36448               <mediaobject>
36449                 <imageobject>
36450                   <imagedata fileref="images/acquisitions/newvendor2.png"/>
36451                 </imageobject>
36452               </mediaobject>
36453             </screenshot>
36454
36455             <itemizedlist>
36456               <listitem>
36457                 <para>None of these fields are required, they should only be
36458                 entered if you want to keep track of your contact's
36459                 information within Koha</para>
36460               </listitem>
36461             </itemizedlist>
36462           </listitem>
36463
36464           <listitem>
36465             <para>The final section is for billing information</para>
36466
36467             <screenshot>
36468               <screeninfo>Vendor Ordering/Billing Information</screeninfo>
36469
36470               <mediaobject>
36471                 <imageobject>
36472                   <imagedata fileref="images/acquisitions/newvendor3.png"/>
36473                 </imageobject>
36474               </mediaobject>
36475             </screenshot>
36476
36477             <itemizedlist>
36478               <listitem>
36479                 <para>To be able to order from a vendor you must make them
36480                 'Active'</para>
36481               </listitem>
36482
36483               <listitem>
36484                 <para>For List Prices and Invoice Prices choose the
36485                 currency</para>
36486
36487                 <itemizedlist>
36488                   <listitem>
36489                     <para>Currencies are assigned in the <link linkend="currexchangeadmin">Currencies &amp; Exchange
36490                     Rates</link> admin area</para>
36491                   </listitem>
36492                 </itemizedlist>
36493               </listitem>
36494
36495               <listitem>
36496                 <para>If your library is charged tax mark your Tax Number as
36497                 registered</para>
36498               </listitem>
36499
36500               <listitem>
36501                 <para>Note if you list prices and/or invoice prices include
36502                 tax</para>
36503               </listitem>
36504
36505               <listitem>
36506                 <para>If the vendor offers a consistent blank discount, enter
36507                 that in the 'Discount' field</para>
36508
36509                 <itemizedlist>
36510                   <listitem>
36511                     <para>You can enter item specific discounts when placing
36512                     an order</para>
36513                   </listitem>
36514                 </itemizedlist>
36515               </listitem>
36516
36517               <listitem>
36518                 <para>Enter your tax rate if your library is charged taxes on
36519                 orders</para>
36520               </listitem>
36521
36522               <listitem>
36523                 <para>If you know about how long it usually takes orders to
36524                 arrive from this vendor you can enter a delivery time. This
36525                 will allow Koha to estimate when orders will arrive at your
36526                 library on the late orders report.</para>
36527               </listitem>
36528
36529               <listitem>
36530                 <para>Notes are for internal use</para>
36531               </listitem>
36532             </itemizedlist>
36533           </listitem>
36534         </itemizedlist>
36535       </section>
36536
36537       <section id="editacqvendor">
36538         <title>View/Edit a Vendor</title>
36539
36540         <para>To view a vendor's information page you must search for the
36541         vendor from the Acquisitions home page. Your search can be for any
36542         part of the Vendor's name:</para>
36543
36544         <screenshot>
36545           <screeninfo>Vendor Search Results</screeninfo>
36546
36547           <mediaobject>
36548             <imageobject>
36549               <imagedata fileref="images/acquisitions/vendorsearch.png"/>
36550             </imageobject>
36551           </mediaobject>
36552         </screenshot>
36553
36554         <para>From the results, click on the name of the vendor you want to
36555         view or edit</para>
36556
36557         <screenshot>
36558           <screeninfo>Vendor Information Page</screeninfo>
36559
36560           <mediaobject>
36561             <imageobject>
36562               <imagedata fileref="images/acquisitions/vendorpage.png"/>
36563             </imageobject>
36564           </mediaobject>
36565         </screenshot>
36566
36567         <para>To make changes to the vendor, simply click the 'Edit vendor' button.</para>
36568
36569         <para>If the vendor has no baskets attached to it then a 'Delete vendor' button will also be
36570           visible and the vendor can be deleted. Otherwise you will see a 'Receive shipment'
36571           button.</para>
36572
36573         <screenshot>
36574           <screeninfo>Receive shipment button</screeninfo>
36575
36576           <mediaobject>
36577             <imageobject>
36578               <imagedata fileref="images/acquisitions/receivebutton.png"/>
36579             </imageobject>
36580           </mediaobject>
36581         </screenshot>
36582       </section>
36583
36584       <section id="vendorcontracts">
36585         <title>Vendor Contracts</title>
36586
36587         <para>You can define contracts (with a start and end date) and attach
36588         them to a vendor. This is used so that at the end of the year you can
36589         see how much you spent on a specific contract with a vendor. In some
36590         places, contracts are set up with a minimum and maximum yearly
36591         amount.</para>
36592
36593         <section id="addvendorcontract">
36594           <title>Add a Contract</title>
36595
36596           <para>At the top of a Vendor Information Page, you will see a 'New
36597           Contract' button.</para>
36598
36599           <screenshot>
36600             <screeninfo>New Contract Button</screeninfo>
36601
36602             <mediaobject>
36603               <imageobject>
36604                 <imagedata fileref="images/acquisitions/newcontract.png"/>
36605               </imageobject>
36606             </mediaobject>
36607           </screenshot>
36608
36609           <para>The contract form will ask for some very basic information
36610           about the contract</para>
36611
36612           <screenshot>
36613             <screeninfo>New Contract Form</screeninfo>
36614
36615             <mediaobject>
36616               <imageobject>
36617                 <imagedata fileref="images/acquisitions/newcontractform.png"/>
36618               </imageobject>
36619             </mediaobject>
36620           </screenshot>
36621
36622           <important>
36623             <para>You cannot enter a contract retrospectively. The end date
36624             must not be before today's date.</para>
36625           </important>
36626
36627           <para>Once the contract is saved it will appear below the vendor
36628           information.</para>
36629
36630           <screenshot>
36631             <screeninfo>Vendor with contracts</screeninfo>
36632
36633             <mediaobject>
36634               <imageobject>
36635                 <imagedata fileref="images/acquisitions/contractdisplay.png"/>
36636               </imageobject>
36637             </mediaobject>
36638           </screenshot>
36639
36640           <para>It will also be an option when creating a basket</para>
36641
36642           <screenshot>
36643             <screeninfo>Contract Pull Down on New Basket Form</screeninfo>
36644
36645             <mediaobject>
36646               <imageobject>
36647                 <imagedata fileref="images/acquisitions/contractonbasket.png"/>
36648               </imageobject>
36649             </mediaobject>
36650           </screenshot>
36651         </section>
36652       </section>
36653     </section>
36654
36655     <section id="managesuggest">
36656       <title>Managing Suggestions</title>
36657
36658       <para>Purchase suggestions can be generated in one of two ways. You can create suggestions via
36659         the staff client either for the library or <link linkend="patronsuggestions">on the patron's
36660           behalf</link> from their record. Depending on your settings in the <link
36661           linkend="suggestionspref">suggestion</link> system preference, patrons may also be able to
36662         make purchase suggestions via the OPAC. When a suggestion is waiting for library review, it
36663         will appear on the Acquisitions home page under the vendor search.</para>
36664
36665       <screenshot>
36666         <screeninfo>Pending suggestions on Acquisitions</screeninfo>
36667
36668         <mediaobject>
36669           <imageobject>
36670             <imagedata fileref="images/acquisitions/suggestonacq.png"/>
36671           </imageobject>
36672         </mediaobject>
36673       </screenshot>
36674
36675       <para>It will also appear on the main staff dashboard under the module
36676       labels:</para>
36677
36678       <screenshot>
36679         <screeninfo>Pending suggestions on main page</screeninfo>
36680
36681         <mediaobject>
36682           <imageobject>
36683             <imagedata fileref="images/acquisitions/pendingsuggestions.png"/>
36684           </imageobject>
36685         </mediaobject>
36686       </screenshot>
36687
36688       <para>Clicking 'Manage suggestions' will take you to the suggestion
36689       management tool. If there are no pending suggestions you can access the
36690       suggestion management tool by clicking the 'Manage suggestions' link on
36691       the menu on the left of the Acquisitions page.</para>
36692
36693       <screenshot>
36694         <screeninfo>Suggestion Management</screeninfo>
36695
36696         <mediaobject>
36697           <imageobject>
36698             <imagedata fileref="images/acquisitions/suggestmanage.png"/>
36699           </imageobject>
36700         </mediaobject>
36701       </screenshot>
36702
36703       <para>Your suggestions will be sorted into several tabs: Accepted,
36704       Pending, Checked, Ordered and/or Rejected. Each accepted or rejected
36705       suggestion will show the name of the librarian who managed the
36706       suggestion and the reason they gave for accepting or rejecting it (found
36707       under 'Status').</para>
36708       <para>An 'Accepted' suggestion is one that you have marked as 'Accepted' using the form below
36709         the suggestions.  A 'Pending' suggestion is one that is awaiting action from the library.  A
36710         'Checked' suggestion is one that has been marked as 'Checked' using the form before the
36711         suggestions.  An 'Ordered' suggestion is on that has been ordered using the '<link linkend="orderfromsuggestion">From a purchase suggestion</link>' link in your basket. A
36712         'Rejected' suggestion is one that you have marked at 'Rejected' using the form below the
36713         list of suggestions.</para>
36714
36715       <para>For libraries with lots of suggestions, there are filters on the
36716       left hand side of the Manage Suggestions page to assist in limiting the
36717       number of titles displayed on the screen.</para>
36718
36719       <screenshot>
36720         <screeninfo>Suggestion Filtering</screeninfo>
36721
36722         <mediaobject>
36723           <imageobject>
36724             <imagedata fileref="images/acquisitions/suggestionsfilters.png"/>
36725           </imageobject>
36726         </mediaobject>
36727       </screenshot>
36728
36729       <para>Clicking on the blue headings will expand the filtering options
36730       and clicking '[clear]' will clear all filters and show all
36731       suggestions.<note>
36732           <para>The suggestions page will automatically be limited to
36733           suggestions for your library. To see information for all (or any
36734           other) libraries click on the 'Acquisition information' filter and
36735           change the library.</para>
36736
36737           <screenshot>
36738             <screeninfo>Branch filter</screeninfo>
36739
36740             <mediaobject>
36741               <imageobject>
36742                 <imagedata fileref="images/acquisitions/suggestbranchfilter.png"/>
36743               </imageobject>
36744             </mediaobject>
36745           </screenshot>
36746         </note></para>
36747
36748       <para>When reviewing 'Pending' suggestions you can choose to check the
36749       box next to the item(s) you want to approve/reject and then choose the
36750       status and reason for your selection. You can also choose to completely
36751       delete the suggestion by checking the 'Delete selected' box.</para>
36752
36753       <screenshot>
36754         <screeninfo>Pending Suggestions</screeninfo>
36755
36756         <mediaobject>
36757           <imageobject>
36758             <imagedata fileref="images/acquisitions/suggestpending.png"/>
36759           </imageobject>
36760         </mediaobject>
36761       </screenshot>
36762
36763       <para>Another option for libraries with long lists of suggestions is to
36764       approve or reject suggestions one by one by clicking on the title of the
36765       suggestion to open a summary of the suggestion, including information if
36766       the item was purchased.</para>
36767
36768       <screenshot>
36769         <screeninfo>Suggestion Information</screeninfo>
36770
36771         <mediaobject>
36772           <imageobject>
36773             <imagedata fileref="images/acquisitions/suggestiondetails.png"/>
36774           </imageobject>
36775         </mediaobject>
36776       </screenshot>
36777
36778       <para>Clicking 'edit' to the right of the suggested title or at the to pof the suggestion
36779         detail page will open a suggestion editing page.</para>
36780
36781       <screenshot>
36782         <screeninfo>Edit Purchase Suggestion</screeninfo>
36783
36784         <mediaobject>
36785           <imageobject>
36786             <imagedata fileref="images/acquisitions/editsuggestion.png"/>
36787           </imageobject>
36788         </mediaobject>
36789       </screenshot>
36790
36791       <para>From this form you can make edits to the suggestion (adding more
36792       details or updating incorrect information provided by the patron). You
36793       can also choose to accept or reject the suggestion on an individual
36794       basis.</para>
36795
36796       <itemizedlist>
36797         <listitem>
36798           <para>Choosing to mark a request as 'Pending' will move the request
36799           back to the 'Pending' tab.</para>
36800         </listitem>
36801       </itemizedlist>
36802
36803       <para>Reasons for accepting and rejecting suggestions are defined by the
36804       <link linkend="suggestauthorized">SUGGEST</link> authorized
36805       value.</para>
36806
36807       <screenshot>
36808         <screeninfo>Reasons for approving or rejecting
36809         suggestions</screeninfo>
36810
36811         <mediaobject>
36812           <imageobject>
36813             <imagedata fileref="images/acquisitions/suggestreasons.png"/>
36814           </imageobject>
36815         </mediaobject>
36816       </screenshot>
36817
36818       <para>If you choose 'Others...' as your reason you will be prompted to
36819       enter your reason in a text box. Clicking 'Cancel' to the right of the
36820       box will bring back the pull down menu with authorized reasons.</para>
36821
36822       <screenshot>
36823         <screeninfo>Enter reason for 'Others...'</screeninfo>
36824
36825         <mediaobject>
36826           <imageobject>
36827             <imagedata fileref="images/acquisitions/suggestothers.png"/>
36828           </imageobject>
36829         </mediaobject>
36830       </screenshot>
36831       <para>You can also assign this suggestion to a fund.  <screenshot>
36832           <screeninfo>Edit suggestion fund</screeninfo>
36833           <mediaobject>
36834             <imageobject>
36835               <imagedata fileref="images/acquisitions/suggestfund.png"/>
36836             </imageobject>
36837           </mediaobject>
36838         </screenshot></para>
36839       <para>This edit can trigger a notice (defined in the <link linkend="notices">Notices &amp;
36840           Slips</link> tool with the <link linkend="toprocessnotice">TO_PROCESS</link> notice) to
36841         the fund owner that there is a suggestion ready for them to manage if you have turned on the
36842           <link linkend="emailsuggestfund">cron job to generate these notices</link>.</para>
36843
36844       <para>Once you have clicked 'Submit' the suggestion will be moved to the
36845       matching tab. The status will also be updated on the patron's account in
36846       the OPAC and an <link linkend="notices">email notice</link> will be sent
36847       to the patron using the template that matches the status you have
36848       chosen.</para>
36849
36850       <screenshot>
36851         <screeninfo>Purchase suggestions in the OPAC</screeninfo>
36852
36853         <mediaobject>
36854           <imageobject>
36855             <imagedata fileref="images/acquisitions/mysuggestions.png"/>
36856           </imageobject>
36857         </mediaobject>
36858       </screenshot>
36859     </section>
36860
36861     <section id="placingacqorder">
36862       <title>Placing Orders</title>
36863
36864       <para>To place an order you must first search for the vendor or
36865       bookseller you want to send the order to.</para>
36866
36867       <section id="createacqbasket">
36868         <title>Create a basket</title>
36869
36870         <para>To create a basket you must first search for the vendor you're
36871         ordering from:</para>
36872
36873         <screenshot>
36874           <screeninfo>New Basket / Add Basket Options</screeninfo>
36875
36876           <mediaobject>
36877             <imageobject>
36878               <imagedata fileref="images/acquisitions/addbasketbutton.png"/>
36879             </imageobject>
36880           </mediaobject>
36881         </screenshot>
36882
36883         <para>And click the 'New basket' button to the right of the vendor name.<note>
36884             <para>You can also add to an existing basket by clicking the 'Add to basket' link to the
36885               far right of each basket's information in the results table. </para>
36886           </note></para>
36887         <para>After clicking 'New basket' you will be asked to enter some information about the
36888           order:</para>
36889
36890         <screenshot>
36891           <screeninfo>Add Basket Form</screeninfo>
36892
36893           <mediaobject>
36894             <imageobject>
36895               <imagedata fileref="images/acquisitions/addbasket.png"/>
36896             </imageobject>
36897           </mediaobject>
36898         </screenshot>
36899
36900         <itemizedlist>
36901           <listitem>
36902             <para>When adding a basket you want to give it a name that will
36903             help you identify it later</para>
36904           </listitem>
36905
36906           <listitem>
36907             <para>Enter in the Billing Place and Delivery Place (this will
36908             default the library you're logged in at)</para>
36909           </listitem>
36910
36911           <listitem>
36912             <para>If you would like to change the vendor you're ordering from
36913             you can use the Vendor pull down menu</para>
36914           </listitem>
36915
36916           <listitem>
36917             <para>The notes fields are optional and can contain any type of
36918             information</para>
36919           </listitem>
36920         </itemizedlist>
36921
36922         <para>If you have <link linkend="addvendorcontract">added
36923         contracts</link> to the vendor you're ordering from, you will also
36924         have an option to choose which contract you're ordering these items
36925         under.</para>
36926
36927         <screenshot>
36928           <screeninfo>Basket with contract options</screeninfo>
36929
36930           <mediaobject>
36931             <imageobject>
36932               <imagedata fileref="images/acquisitions/basketwithcontracts.png"/>
36933             </imageobject>
36934           </mediaobject>
36935         </screenshot>
36936
36937         <para>When finished, click 'Save'</para>
36938
36939         <screenshot>
36940           <screeninfo>New Empty Basket</screeninfo>
36941
36942           <mediaobject>
36943             <imageobject>
36944               <imagedata fileref="images/acquisitions/basket.png"/>
36945             </imageobject>
36946           </mediaobject>
36947         </screenshot>
36948
36949         <para>Once your basket is created you are presented with several
36950         options for adding items to the order.</para>
36951
36952         <itemizedlist>
36953           <listitem>
36954             <para>If you are ordering another copy of an existing item, you
36955             can simply search for the record in your system.</para>
36956
36957             <screenshot>
36958               <screeninfo>Search for existing records</screeninfo>
36959
36960               <mediaobject>
36961                 <imageobject>
36962                   <imagedata fileref="images/acquisitions/orderfromexisting.png"/>
36963                 </imageobject>
36964               </mediaobject>
36965             </screenshot>
36966
36967             <itemizedlist>
36968               <listitem>
36969                 <para>From the results, simply click 'Order' to be brought to
36970                 the order form.</para>
36971
36972                 <screenshot>
36973                   <screeninfo>Order form</screeninfo>
36974
36975                   <mediaobject>
36976                     <imageobject>
36977                       <imagedata fileref="images/acquisitions/existingitemorder.png"/>
36978                     </imageobject>
36979                   </mediaobject>
36980                 </screenshot>
36981
36982                 <itemizedlist>
36983                   <listitem>
36984                     <para>All of the details associated with the item will already be listed under
36985                       'Catalog details.'</para>
36986                   </listitem>
36987                 </itemizedlist>
36988               </listitem>
36989             </itemizedlist>
36990           </listitem>
36991
36992           <listitem id="orderfromsuggestion">
36993             <para>If you allow patrons to make purchase suggestions (learn more in the <link linkend="managesuggest">Managing Suggestions</link> section of this manual), then
36994               you can place orders from those suggestions. In order to keep track of suggestions
36995               that have been ordered and received you must place the order using this link.  </para>
36996             <screenshot>
36997               <screeninfo>Approved Suggestions to Order From</screeninfo>
36998               <mediaobject>
36999                 <imageobject>
37000                   <imagedata fileref="images/acquisitions/orderfromsuggest.png"/>
37001                 </imageobject>
37002               </mediaobject>
37003             </screenshot>
37004             <itemizedlist>
37005               <listitem>
37006                 <para>From the results, click 'Order' next to the item you want to order and you
37007                   will be presented with the order form including a link to the suggestion</para>
37008                 <screenshot>
37009                   <screeninfo>Order from a Suggestion</screeninfo>
37010                   <mediaobject>
37011                     <imageobject>
37012                       <imagedata fileref="images/acquisitions/orderfromsuggestform.png"/>
37013                     </imageobject>
37014                   </mediaobject>
37015                 </screenshot>
37016                 <itemizedlist>
37017                   <listitem>
37018                     <para>From this form you can make changes to the Catalog Details if
37019                       necessary.</para>
37020                   </listitem>
37021                   <listitem>
37022                     <para>When the item appears in your basket it will include a link to the
37023                       suggestion.</para>
37024                     <screenshot>
37025                       <screeninfo>Suggestion Link in basket</screeninfo>
37026                       <mediaobject>
37027                         <imageobject>
37028                           <imagedata fileref="images/acquisitions/ordersuggestlink.png"/>
37029                         </imageobject>
37030                       </mediaobject>
37031                     </screenshot>
37032                   </listitem>
37033                 </itemizedlist>
37034               </listitem>
37035               <listitem>
37036                 <para>Orders added to the basket in this way will notify the patron via email that
37037                   their suggestion has been ordered and will update the patron's '<link linkend="opacmysuggestions">My purchase suggestions</link>' page in the
37038                   OPAC.</para>
37039               </listitem>
37040             </itemizedlist>
37041           </listitem>
37042           <listitem id="ordersubscription">
37043             <para>If you're using the <link linkend="serials">Serials</link> module you can link
37044               your subscription order information to acquisitions by choosing to order 'From a subscription'<itemizedlist>
37045                 <listitem>
37046                   <para>After clicking the order link you will be brought to a search page that will
37047                     help you find your subscription</para>
37048                   <screenshot>
37049                     <screeninfo>Subscription order search</screeninfo>
37050                     <mediaobject>
37051                       <imageobject>
37052                         <imagedata fileref="images/acquisitions/subordersearch.png"/>
37053                       </imageobject>
37054                     </mediaobject>
37055                   </screenshot>
37056                 </listitem>
37057                 <listitem>
37058                   <para>Your results will appear to the right of the form and each subscription will
37059                     have an 'Order' link to the right</para>
37060                   <screenshot>
37061                     <screeninfo>Subscription results</screeninfo>
37062                     <mediaobject>
37063                       <imageobject>
37064                         <imagedata fileref="images/acquisitions/suborderresults.png"/>
37065                       </imageobject>
37066                     </mediaobject>
37067                   </screenshot>
37068                 </listitem>
37069                 <listitem>
37070                   <para>Clicking 'Order' will bring the subscription info in to the order form
37071                     without an 'Add item' section since you are just ordering a subscription and an
37072                     item isn't needed</para>
37073                   <screenshot>
37074                     <screeninfo>Order from subscription</screeninfo>
37075                     <mediaobject>
37076                       <imageobject>
37077                         <imagedata fileref="images/acquisitions/suborder.png"/>
37078                       </imageobject>
37079                     </mediaobject>
37080                   </screenshot>
37081                 </listitem>
37082               </itemizedlist></para>
37083           </listitem>
37084
37085           <listitem>
37086             <para>To order from a record that can't be found anywhere else,
37087             choose the 'From a new (empty) record.'</para>
37088
37089             <screenshot>
37090               <screeninfo>Order a new record</screeninfo>
37091
37092               <mediaobject>
37093                 <imageobject>
37094                   <imagedata fileref="images/acquisitions/fromnewemptyrecord.png"/>
37095                 </imageobject>
37096               </mediaobject>
37097             </screenshot>
37098
37099             <itemizedlist>
37100               <listitem>
37101                 <para>You will be presented with an empty form to fill in all
37102                 of the necessary details about the item you are
37103                 ordering.</para>
37104               </listitem>
37105             </itemizedlist>
37106           </listitem>
37107
37108           <listitem>
37109             <para>If you want to search other libraries for an item to
37110             purchase, you can use the 'From an external source' option that
37111             will allow you to order from a MARC record found via a Z39.50
37112             search.</para>
37113
37114             <screenshot>
37115               <screeninfo>Search for record to add</screeninfo>
37116
37117               <mediaobject>
37118                 <imageobject>
37119                   <imagedata fileref="images/acquisitions/orderz39.png"/>
37120                 </imageobject>
37121               </mediaobject>
37122             </screenshot>
37123
37124             <itemizedlist>
37125               <listitem>
37126                 <para>From the results, click the Order link next to the item
37127                 you want to purchase.</para>
37128
37129                 <screenshot>
37130                   <screeninfo>Search Results to Order From</screeninfo>
37131
37132                   <mediaobject>
37133                     <imageobject>
37134                       <imagedata fileref="images/acquisitions/orderz39results.png"/>
37135                     </imageobject>
37136                   </mediaobject>
37137                 </screenshot>
37138               </listitem>
37139
37140               <listitem>
37141                 <para>If the item you're ordering from an external source
37142                 looks like it might be a duplicate, Koha will warn you and
37143                 give you options on how to proceed.</para>
37144
37145                 <screenshot>
37146                   <screeninfo>Duplicate order warning</screeninfo>
37147
37148                   <mediaobject>
37149                     <imageobject>
37150                       <imagedata fileref="images/acquisitions/dupwarning.png"/>
37151                     </imageobject>
37152                   </mediaobject>
37153                 </screenshot>
37154
37155                 <itemizedlist>
37156                   <listitem>
37157                     <para>From the warning, you can choose to order another
37158                     copy on the existing bib record, create a new bib record,
37159                     or cancel your order of this item.</para>
37160                   </listitem>
37161                 </itemizedlist>
37162               </listitem>
37163
37164               <listitem>
37165                 <para>In the order form that pops up, you will not be able to
37166                 edit the catalog details.</para>
37167
37168                 <screenshot>
37169                   <screeninfo>New order from Z39.50 Search</screeninfo>
37170
37171                   <mediaobject>
37172                     <imageobject>
37173                       <imagedata fileref="images/acquisitions/orderz39form.png"/>
37174                     </imageobject>
37175                   </mediaobject>
37176                 </screenshot>
37177               </listitem>
37178             </itemizedlist>
37179           </listitem>
37180
37181           <listitem id="orderfromstagedfile">
37182             <para>The next option for ordering is to order from a staged record (<link
37183                 linkend="stagemarc">learn more about staging records</link>).</para>
37184             <screenshot>
37185               <screeninfo>Staged Files to Order From</screeninfo>
37186               <mediaobject>
37187                 <imageobject>
37188                   <imagedata fileref="images/acquisitions/stagedfiles.png"/>
37189                 </imageobject>
37190               </mediaobject>
37191             </screenshot>
37192             <itemizedlist>
37193               <listitem>
37194                 <para>From the list of files you are presented with, choose the 'Add orders' link to
37195                   add the records in the staged file to your order. <screenshot>
37196                     <screeninfo>Staged records</screeninfo>
37197                     <mediaobject>
37198                       <imageobject>
37199                         <imagedata fileref="images/acquisitions/importallstaged.png"/>
37200                       </imageobject>
37201                     </mediaobject>
37202                   </screenshot></para>
37203               </listitem>
37204               <listitem>
37205                 <para>Next to each title is a checkbox, check the items you would like to order, or
37206                   choose 'Check all' at the top. Depending on your settings in the <link
37207                     linkend="MarcFieldsToOrder">MarcFieldsToOrder</link> preference Koha will
37208                   populate the next screen with with the relevant Quantity, Price, Fund, Statistic
37209                   1, and Statistic 2 found within the staged file.<screenshot>
37210                     <screeninfo>Add orders from staged file</screeninfo>
37211                     <mediaobject>
37212                       <imageobject>
37213                         <imagedata fileref="images/acquisitions/selecttoimport.png"/>
37214                       </imageobject>
37215                     </mediaobject>
37216                   </screenshot></para>
37217               </listitem>
37218               <listitem>
37219                 <para>In the 'Item Information' tab you can enter information that will be added to
37220                   every ordered item such as item type, collection code and not for loan status.<screenshot>
37221                     <screeninfo>Item information</screeninfo>
37222                     <mediaobject>
37223                       <imageobject>
37224                         <imagedata fileref="images/acquisitions/itemfromstaged.png"/>
37225                       </imageobject>
37226                     </mediaobject>
37227                   </screenshot></para>
37228               </listitem>
37229               <listitem>
37230                 <para>If no information is imported from the MARC record regarding fund information
37231                   the 'Default accounting details' tab can be used to apply values related to the accounting.<screenshot>
37232                     <screeninfo>Accounting details</screeninfo>
37233                     <mediaobject>
37234                       <imageobject>
37235                         <imagedata fileref="images/acquisitions/stagedaccounting.png"/>
37236                       </imageobject>
37237                     </mediaobject>
37238                   </screenshot></para>
37239               </listitem>
37240             </itemizedlist>
37241           </listitem>
37242           <listitem>
37243             <para>The final option for ordering is to order from a list of titles with the highest
37244               hold ratios<itemizedlist>
37245                 <listitem>
37246                   <para>This option will take you to the Holds Ratio report where you can find items
37247                     with a high hold ratio and order additional copies.  Next to each title will be
37248                     a link with the number of items to order, click that and it will add the item to
37249                     your basket.<screenshot>
37250                       <screeninfo>Holds Ratio Order</screeninfo>
37251                       <mediaobject>
37252                         <imageobject>
37253                           <imagedata fileref="images/acquisitions/highestholdratio.png"/>
37254                         </imageobject>
37255                       </mediaobject>
37256                     </screenshot></para>
37257                 </listitem>
37258               </itemizedlist></para>
37259           </listitem>
37260         </itemizedlist>
37261         <para>With any of the above ordering options you're presented with an option to notify
37262           patrons of the new item when it's received. The contents of that notification can be
37263           edited in the <link linkend="notices">Notices &amp; Slips</link> tool and will have the
37264           code of ACQ_NOTIF_ON_RECEIV. In the 'Patrons' section you will see an option to 'Add
37265           user'. Click that button to add patrons who will be notified of the new issue. </para>
37266             <para>
37267               <screenshot>
37268                 <screeninfo>Patron notification search</screeninfo>
37269                 <mediaobject>
37270                   <imageobject>
37271                     <imagedata fileref="images/acquisitions/patronstonotify.png"/>
37272                   </imageobject>
37273                 </mediaobject>
37274               </screenshot>
37275               <itemizedlist>
37276                 <listitem>
37277                   <para>In the window that pops up search for the patrons you'd like to notify and
37278                     click 'Select'</para>
37279                 </listitem>
37280                 <listitem>
37281                   <para>Once you're done you can close the window and you'll see the list of patrons
37282                     under the 'Patrons' section<screenshot>
37283                       <screeninfo>Patrons</screeninfo>
37284                       <mediaobject>
37285                         <imageobject>
37286                           <imagedata fileref="images/acquisitions/patronslist.png"/>
37287                         </imageobject>
37288                       </mediaobject>
37289                     </screenshot></para>
37290                 </listitem>
37291               </itemizedlist>
37292             </para>
37293
37294         <para>After bringing in the bib information (for all import methods except for the staged
37295           file), if your <link linkend="AcqCreateItem">AcqCreateItem</link> system preference is set
37296           to add an item when ordering you will enter the item info next. You need to fill out at
37297           least one item record and then click the 'Add' button at the bottom left of the item
37298           form.</para>
37299
37300         <screenshot>
37301           <screeninfo>Item order</screeninfo>
37302
37303           <mediaobject>
37304             <imageobject>
37305               <imagedata fileref="images/acquisitions/itemonorder.png"/>
37306             </imageobject>
37307           </mediaobject>
37308         </screenshot>
37309
37310         <para>After clicking the 'Add item' button below the item record the item will appear above
37311           the form and then you can enter your next item the same way (if ordering more than one
37312           item).</para>
37313
37314         <screenshot>
37315           <screeninfo>Item ordered</screeninfo>
37316
37317           <mediaobject>
37318             <imageobject>
37319               <imagedata fileref="images/acquisitions/itemonorderadded.png"/>
37320             </imageobject>
37321           </mediaobject>
37322         </screenshot>
37323
37324         <para>Once you have entered the info about the item, you need to enter
37325         the Accounting information.</para>
37326
37327         <screenshot>
37328           <screeninfo>Accounting Details</screeninfo>
37329
37330           <mediaobject>
37331             <imageobject>
37332               <imagedata fileref="images/acquisitions/accounting.png"/>
37333             </imageobject>
37334           </mediaobject>
37335         </screenshot>
37336
37337         <itemizedlist>
37338           <listitem>
37339             <para>Quantity is populated by the number of items you've added to the order above.<itemizedlist>
37340                 <listitem>
37341                   <important>
37342                     <para>You cannot edit the quantity manually, you must click 'Add' below the item
37343                       form to add as many items as you're ordering.</para>
37344                   </important>
37345                 </listitem>
37346               </itemizedlist></para>
37347           </listitem>
37348
37349           <listitem>
37350             <para>The list of funds is populated by the <link linkend="funds">funds</link> you have assigned in the Acquisitions
37351             Administration area.</para>
37352           </listitem>
37353
37354           <listitem>
37355             <para>The currency pull down will have the <link linkend="currexchangeadmin">currencies</link> you set up in the
37356             <link linkend="acqadmin">Acquisitions Administration</link>
37357             area.</para>
37358           </listitem>
37359
37360           <listitem>
37361             <para>The vendor price is the price before any taxes or discounts
37362             are applied.</para>
37363           </listitem>
37364
37365           <listitem>
37366             <para>If the price is uncertain, check the uncertain price
37367             box.</para>
37368
37369             <itemizedlist>
37370               <listitem>
37371                 <para>A basket with at least one uncertain price can't be
37372                 closed.</para>
37373               </listitem>
37374             </itemizedlist>
37375           </listitem>
37376
37377           <listitem>
37378             <para>If you are charged sales tax, choose that from the gstrate
37379             field</para>
37380           </listitem>
37381
37382           <listitem>
37383             <para>Enter the percentage discount you're receiving on this
37384             order, once you enter this, hit tab and Koha will populate the
37385             rest of the cost fields below.</para>
37386           </listitem>
37387
37388           <listitem>
37389             <para>If you added Planning Values when <link linkend="addbudgetfund">creating the Fund</link>, those values
37390             will appear in the two Planning Value fields.</para>
37391           </listitem>
37392         </itemizedlist>
37393         <para>Once you have filled in all of the fields click 'Save' to add the item to your basket.
37394           If your price goes over the amount availalbe in the fund you will be presented with a
37395           confirmation.</para>
37396         <screenshot>
37397           <screeninfo>Fund warning</screeninfo>
37398           <mediaobject>
37399             <imageobject>
37400               <imagedata fileref="images/acquisitions/fundconfirmation.png"/>
37401             </imageobject>
37402           </mediaobject>
37403         </screenshot>
37404         <para>The confirmation warning will allow you order past your fund amount if you so
37405           choose.</para>
37406
37407         <para>After an item is added to the basket you will be presented with a basket
37408           summary.</para>
37409
37410         <screenshot>
37411           <screeninfo>Basket with item info</screeninfo>
37412
37413           <mediaobject>
37414             <imageobject>
37415               <imagedata fileref="images/acquisitions/finalbasket.png"/>
37416             </imageobject>
37417           </mediaobject>
37418         </screenshot>
37419
37420         <para>If you would like to see more details you can check the 'Show
37421         all details' checkbox</para>
37422
37423         <screenshot>
37424           <screeninfo>Show all details</screeninfo>
37425
37426           <mediaobject>
37427             <imageobject>
37428               <imagedata fileref="images/acquisitions/showalldetails.png"/>
37429             </imageobject>
37430           </mediaobject>
37431         </screenshot>
37432
37433         <para>From here, you can edit or remove the items that you have
37434         added.</para>
37435
37436         <itemizedlist>
37437           <listitem>
37438             <para>Choosing to 'Delete the order' will delete the order line
37439             but leave the record in the catalog.</para>
37440           </listitem>
37441
37442           <listitem>
37443             <para>Choosing to 'Delete order and catalog record' removes both
37444             the order line and the record in the catalog.</para>
37445
37446             <itemizedlist>
37447               <listitem>
37448                 <para>The catalog record cannot always be deleted. You might
37449                 see notes explaining why.</para>
37450
37451                 <screenshot>
37452                   <screeninfo>Can't delete order line</screeninfo>
37453
37454                   <mediaobject>
37455                     <imageobject>
37456                       <imagedata fileref="images/acquisitions/cantdeleteorderline.png"/>
37457                     </imageobject>
37458                   </mediaobject>
37459                 </screenshot>
37460               </listitem>
37461             </itemizedlist>
37462           </listitem>
37463         </itemizedlist>
37464
37465         <para>On the summary page, you also have the option to edit the
37466         information that you entered about the basket by clicking the 'Edit
37467         basket header information' button, to delete the basket altogether by
37468         clicking the 'Delete this basket' button, or to export your basket as
37469         a CSV file by clicking the 'Export this basket as CSV' button.</para>
37470
37471         <screenshot>
37472           <screeninfo>Basket Buttons</screeninfo>
37473
37474           <mediaobject>
37475             <imageobject>
37476               <imagedata fileref="images/acquisitions/basketbuttons.png"/>
37477             </imageobject>
37478           </mediaobject>
37479         </screenshot>
37480
37481         <para>Once you're sure your basket is complete, you can click 'Close this basket' button to
37482           indicate that this basket is complete and has been sent to the vendor. </para>
37483         <important>
37484           <para>You must close the basket to be able to <link linkend="receiveacqorder">receive
37485               items</link> when they arrive.  Only items in closed baskets will show as ready to
37486             receive.</para>
37487         </important>
37488         <para>If you have your <link linkend="BasketConfirmations">BasketConfirmations</link>
37489           preference set to show a confirmation, you will be asked if you are sure about closing the
37490           basket.</para>
37491
37492         <screenshot>
37493           <screeninfo>Basket Closure Confirmation</screeninfo>
37494
37495           <mediaobject>
37496             <imageobject>
37497               <imagedata fileref="images/acquisitions/BasketConfirmations.png"/>
37498             </imageobject>
37499           </mediaobject>
37500         </screenshot>
37501
37502         <para>When closing the basket you can choose to add the basket to a group for easy printing
37503           and retrieval. If you check the box to 'Attach this basket to a new basket group' you will
37504           be brought to the group list where you can print a PDF of the order.</para>
37505
37506         <screenshot>
37507           <screeninfo>Closed Baskets</screeninfo>
37508
37509           <mediaobject>
37510             <imageobject>
37511               <imagedata fileref="images/acquisitions/basketgroup.png"/>
37512             </imageobject>
37513           </mediaobject>
37514         </screenshot>
37515
37516         <para><important>
37517             <para>A basket with at least one item marked as 'uncertain price'
37518             will not be able to be closed.</para>
37519
37520             <screenshot>
37521               <screeninfo>A basket with items where the price is
37522               uncertain</screeninfo>
37523
37524               <mediaobject>
37525                 <imageobject>
37526                   <imagedata fileref="images/acquisitions/basketuncertain.png"/>
37527                 </imageobject>
37528               </mediaobject>
37529             </screenshot>
37530           </important></para>
37531
37532         <para>Clicking the 'Uncertain Prices' button will call up a list of
37533         items with uncertain prices to quick editing. From that list, you can
37534         quickly edit the items by entering new prices and quantities.</para>
37535
37536         <screenshot>
37537           <screeninfo>Uncertain Prices</screeninfo>
37538
37539           <mediaobject>
37540             <imageobject>
37541               <imagedata fileref="images/acquisitions/uncertainprices.png"/>
37542             </imageobject>
37543           </mediaobject>
37544         </screenshot>
37545
37546         <important>
37547           <para>The Uncertain Prices page is independent of the basket. It is
37548           linked to the vendor so you will see all items on order with
37549           uncertain prices for that vendor.</para>
37550         </important>
37551         <para>Once your order is entered you can search for it through acquisitions or view the
37552           information on the biblio detail page in the staff client (if the <link
37553             linkend="AcquisitionDetails">AcquisitionDetails</link> preference is set to 'Display).<screenshot>
37554             <screeninfo>Acquisitions details</screeninfo>
37555             <mediaobject>
37556               <imageobject>
37557                 <imagedata fileref="images/acquisitions/AcquisitionDetails.png"/>
37558               </imageobject>
37559             </mediaobject>
37560           </screenshot></para>
37561       </section>
37562
37563       <section id="acqbasketgroup">
37564         <title>Create a basket group</title>
37565
37566         <para>A basket group is simply a group of baskets. In some libraries,
37567         you have several staff members that create baskets, and, at the end of
37568         a period of time, someone then groups them together to send to the
37569         vendor in bulk. That said, it is possible to have one basket in a
37570         basket group if that's the workflow used in your library.</para>
37571       </section>
37572
37573       <section id="printacqbasket">
37574         <title>Printing baskets</title>
37575
37576         <para>When you are finished adding items to your basket, click 'Close
37577         this Basket.'</para>
37578
37579         <screenshot>
37580           <screeninfo>Close Basket</screeninfo>
37581
37582           <mediaobject>
37583             <imageobject>
37584               <imagedata fileref="images/acquisitions/closebasket.png"/>
37585             </imageobject>
37586           </mediaobject>
37587         </screenshot>
37588
37589         <para>You will be asked if you want to 'Attach this basket to a new basket group with the
37590           same name'. A basket group is necessary if you want to be able to print PDFs of your
37591           orders.</para>
37592
37593         <screenshot>
37594           <screeninfo>Create Purchase Order</screeninfo>
37595
37596           <mediaobject>
37597             <imageobject>
37598               <imagedata fileref="images/acquisitions/createpurchaseorder.png"/>
37599             </imageobject>
37600           </mediaobject>
37601         </screenshot>
37602
37603         <para>Your completed order will be listed on the Basket Grouping page
37604         for printing or further modification.</para>
37605
37606         <screenshot>
37607           <screeninfo>Basket Grouping</screeninfo>
37608
37609           <mediaobject>
37610             <imageobject>
37611               <imagedata fileref="images/acquisitions/basketgroup.png"/>
37612             </imageobject>
37613           </mediaobject>
37614         </screenshot>
37615
37616         <para>Clicking the 'Print' button next to your order will generate a PDF for printing, which
37617           will have all of your library information followed by the items in your order.</para>
37618
37619         <screenshot>
37620           <screeninfo>Order found on PDF</screeninfo>
37621
37622           <mediaobject>
37623             <imageobject>
37624               <imagedata fileref="images/acquisitions/pdforder.png"/>
37625             </imageobject>
37626           </mediaobject>
37627         </screenshot>
37628       </section>
37629     </section>
37630
37631     <section id="receiveacqorder">
37632       <title>Receiving Orders</title>
37633       <important>
37634         <para>You must close the basket to be able to <link linkend="receiveacqorder">receive
37635             items</link> when they arrive.  Only items in closed baskets will show as ready to
37636           receive.</para>
37637       </important>
37638
37639       <para>Orders can be received from the vendor information page</para>
37640
37641       <screenshot>
37642         <screeninfo>Receive from Vendor Information</screeninfo>
37643
37644         <mediaobject>
37645           <imageobject>
37646             <imagedata fileref="images/acquisitions/receivebutton.png"/>
37647           </imageobject>
37648         </mediaobject>
37649       </screenshot>
37650
37651       <para>or the vendor search results page</para>
37652
37653       <screenshot>
37654         <screeninfo>Vendor Search Results</screeninfo>
37655
37656         <mediaobject>
37657           <imageobject>
37658             <imagedata fileref="images/acquisitions/receivefromsearch.png"/>
37659           </imageobject>
37660         </mediaobject>
37661       </screenshot>
37662
37663       <para>After clicking 'Receive shipment' you will be asked to enter a vendor invoice number, a
37664         shipment received date, a shipping cost and a budget to subtract that shipping amount
37665         from.</para>
37666
37667       <screenshot>
37668         <screeninfo>Receive Shipment</screeninfo>
37669
37670         <mediaobject>
37671           <imageobject>
37672             <imagedata fileref="images/acquisitions/receive.png"/>
37673           </imageobject>
37674         </mediaobject>
37675       </screenshot>
37676
37677       <para>The receive page will list all items still on order with the
37678       vendor regardless of the basket the item is from.</para>
37679
37680       <screenshot>
37681         <screeninfo>Receipt Summary</screeninfo>
37682
37683         <mediaobject>
37684           <imageobject>
37685             <imagedata fileref="images/acquisitions/receiptsummary.png"/>
37686           </imageobject>
37687         </mediaobject>
37688       </screenshot>
37689
37690       <para>To receive a specific item, click the 'Receive' link to the right
37691       of the item.</para>
37692
37693       <screenshot>
37694         <screeninfo>Receive Item Form</screeninfo>
37695
37696         <mediaobject>
37697           <imageobject>
37698             <imagedata fileref="images/acquisitions/receiveitem.png"/>
37699           </imageobject>
37700         </mediaobject>
37701       </screenshot>
37702
37703       <para>From this form you can alter the cost information. You can also
37704       choose to mark only part of the order as received if the vendor didn't
37705       send your entire order by checking only the boxes next to the items on
37706       the left that you want to receive. The values you enter in the
37707       'Replacement cost' and 'Actual cost' will automatically populate the
37708       item record by filling in subfield v (Cost, replacement price) and
37709       subfield g (Cost, normal purchase price) on the item record after
37710       saving.</para>
37711
37712       <screenshot>
37713         <screeninfo>Item record after receipt</screeninfo>
37714
37715         <mediaobject>
37716           <imageobject>
37717             <imagedata fileref="images/acquisitions/receiveditem.png"/>
37718           </imageobject>
37719         </mediaobject>
37720       </screenshot>
37721
37722       <para>You can also make edits to the item record from this form by clicking the 'Edit' link
37723         next to each item. This will allow you to enter in accurate call numbers and barcodes if
37724         you'd like to do that at the point of receipt. Once you have made any changes necessary (to
37725         the order and/or items, click 'Save' to mark the item(s) as received.<note>
37726           <para>If you have your <link linkend="AcqItemSetSubfieldsWhenReceived"
37727               >AcqItemSetSubfieldsWhenReceived</link> preference set to add or change values on
37728             received items those changes will take place after you hit 'Save'. </para>
37729         </note></para>
37730
37731       <screenshot>
37732         <screeninfo>Already Received Items</screeninfo>
37733
37734         <mediaobject>
37735           <imageobject>
37736             <imagedata fileref="images/acquisitions/received.png"/>
37737           </imageobject>
37738         </mediaobject>
37739       </screenshot>
37740       <para>If the item is no longer available from this vendor you can transfer the order to
37741         another vendor's basket by clicking the 'Transfer' link to the right of the title. This will
37742         pop up a vendor search box.</para>
37743       <screenshot>
37744         <screeninfo>Transfer search</screeninfo>
37745         <mediaobject>
37746           <imageobject>
37747             <imagedata fileref="images/acquisitions/transfersearch.png"/>
37748           </imageobject>
37749         </mediaobject>
37750       </screenshot>
37751       <para>From the results you can click 'Choose' to the right of the vendor you would like to
37752         reorder this item from.</para>
37753       <screenshot>
37754         <screeninfo>Transfer vendor</screeninfo>
37755         <mediaobject>
37756           <imageobject>
37757             <imagedata fileref="images/acquisitions/transfervendor.png"/>
37758           </imageobject>
37759         </mediaobject>
37760       </screenshot>
37761       <para>You will then be presented with the open baskets for that vendor to choose from. To move
37762         the item simply click 'Choose' to the right of the basket you would like to add the item
37763         to.</para>
37764       <screenshot>
37765         <screeninfo>Basket choice</screeninfo>
37766         <mediaobject>
37767           <imageobject>
37768             <imagedata fileref="images/acquisitions/transferbasket.png"/>
37769           </imageobject>
37770         </mediaobject>
37771       </screenshot>
37772       <para>Once you have chosen you will be presented with a confirmation message.</para>
37773       <screenshot>
37774         <screeninfo>Confirm transfer</screeninfo>
37775         <mediaobject>
37776           <imageobject>
37777             <imagedata fileref="images/acquisitions/transferconfirm.png"/>
37778           </imageobject>
37779         </mediaobject>
37780       </screenshot>
37781
37782       <para>When you're finished receiving items you can navigate away from
37783       this page or click the 'Finish receiving' button at the bottom of the
37784       screen.</para>
37785       <para>If the item cannot be found anywhere you can cancel the order by clicking 'Delete order'
37786         to the far right.  This will prompt you to enter your reason and confirm cancellation.<screenshot>
37787           <screeninfo>Cancel order</screeninfo>
37788           <mediaobject>
37789             <imageobject>
37790               <imagedata fileref="images/acquisitions/cancelorder.png"/>
37791             </imageobject>
37792           </mediaobject>
37793         </screenshot></para>
37794
37795       <para>You will also see that the item is received and/or cancelled if
37796       you view the basket.</para>
37797
37798       <screenshot>
37799         <screeninfo>One item marked (rcvd) in basket</screeninfo>
37800
37801         <mediaobject>
37802           <imageobject>
37803             <imagedata fileref="images/acquisitions/basketwithreceived.png"/>
37804           </imageobject>
37805         </mediaobject>
37806       </screenshot>
37807     </section>
37808     <section id="acqinvoices">
37809       <title>Invoices</title>
37810       <para>When orders are received invoices are generated.  Invoices can be searched by clicking
37811         on 'Invoices' in the left of the Acquisitions page.</para>
37812       <screenshot>
37813           <screeninfo>Invoices page</screeninfo>
37814           <mediaobject>
37815             <imageobject>
37816               <imagedata fileref="images/acquisitions/invoicesearch.png"/>
37817             </imageobject>
37818           </mediaobject>
37819         </screenshot>
37820       <para>After searching, your results will appear to the right of the search options.</para>
37821       <screenshot>
37822         <screeninfo>Invoice search results</screeninfo>
37823         <mediaobject>
37824           <imageobject>
37825             <imagedata fileref="images/acquisitions/invoices.png"/>
37826           </imageobject>
37827         </mediaobject>
37828       </screenshot>
37829       <para>From the results you can click the 'Details' link to see the full invoice or 'Close' to
37830         note that the invoice is closed/paid for.</para>
37831       <screenshot>
37832         <screeninfo>Invoice details</screeninfo>
37833         <mediaobject>
37834           <imageobject>
37835             <imagedata fileref="images/acquisitions/invoice.png"/>
37836           </imageobject>
37837         </mediaobject>
37838       </screenshot>
37839       <para>If you're allowing the uploading of acquisitions files with the <link
37840           linkend="AcqEnableFiles">AcqEnableFiles</link> preference you will see the option to
37841         manage invoice files next to the link to 'Go to receipt page'<screenshot>
37842           <screeninfo>AcqEnableFiles</screeninfo>
37843           <mediaobject>
37844             <imageobject>
37845               <imagedata fileref="images/acquisitions/AcqEnableFiles.png"/>
37846             </imageobject>
37847           </mediaobject>
37848         </screenshot></para>
37849       <para>To see or attach new files click the 'Manage invoice files' link</para>
37850       <screenshot>
37851         <screeninfo>No invoice files</screeninfo>
37852         <mediaobject>
37853           <imageobject>
37854             <imagedata fileref="images/acquisitions/noinvoicefiles.png"/>
37855           </imageobject>
37856         </mediaobject>
37857       </screenshot>
37858       <para>From here you can find a file to upload and/or see the files you have already
37859         attached.</para>
37860       <screenshot>
37861         <screeninfo>Invoice files</screeninfo>
37862         <mediaobject>
37863           <imageobject>
37864             <imagedata fileref="images/acquisitions/invoicefiles.png"/>
37865           </imageobject>
37866         </mediaobject>
37867       </screenshot>
37868       <para>From the invoice search results you can also merge together two invoices should you need
37869         to. Simply click the checkbox to the left of the invoices you would like to merge and click
37870         the 'Merge selected invoices' button at the bottom of the page. You will be presented with a
37871         confirmation screen:</para>
37872       <screenshot>
37873         <screeninfo>Merge invoices</screeninfo>
37874         <mediaobject>
37875           <imageobject>
37876             <imagedata fileref="images/acquisitions/mergeinvoices.png"/>
37877           </imageobject>
37878         </mediaobject>
37879       </screenshot>
37880       <para>Click on the row of the invoice number you would like to keep and it will be highlighted
37881         in yellow.  Enter any different billing information in the fields provided and click
37882         'Merge'. The two invoices will become one.</para>
37883     </section>
37884
37885     <section id="acqclaims">
37886       <title>Claims &amp; Late Orders</title>
37887
37888       <para>If you have entered in an email address for the vendors in your
37889       system you can send them claim emails when an order is late. Before you
37890       can send claims you will need to set up an <link linkend="ACQCLAIM">acquisitions claim notice</link>.</para>
37891
37892       <para>Upon clicking on the link to 'Late Orders' from the Acquisitions
37893       page you will be presented with a series of filter options on the left
37894       hand side. These filters will be applied only closed baskets.</para>
37895
37896       <screenshot>
37897         <screeninfo>Acquisitions Late Order Filters</screeninfo>
37898
37899         <mediaobject>
37900           <imageobject>
37901             <imagedata fileref="images/acquisitions/acqclaimfilter.png"/>
37902           </imageobject>
37903         </mediaobject>
37904       </screenshot>
37905
37906       <note>
37907         <para>The vendor pull down only shows vendors with closed baskets that
37908         are late.</para>
37909       </note>
37910
37911       <para>Once you filter your orders to show you the things you consider to
37912       be late you will be presented with a list of these items.</para>
37913
37914       <screenshot>
37915         <screeninfo>Late Orders</screeninfo>
37916
37917         <mediaobject>
37918           <imageobject>
37919             <imagedata fileref="images/acquisitions/lateorders.png"/>
37920           </imageobject>
37921         </mediaobject>
37922       </screenshot>
37923
37924       <para>To the right of each late title you will be see a checkbox. Check
37925       off the ones you want a claim letter sent to and click 'Claim Order' at
37926       the bottom right of the list. This will automatically send an email to
37927       the vendor at the email address you have on file.<note>
37928           <para>The Estimated Delivery Date is based on the Delivery time
37929           value entered on the vendor record.</para>
37930         </note></para>
37931
37932       <para>If you would rather use a different acquisition claim letter
37933       (other than the default) you can <link linkend="addnotices">create that
37934       in the notices module</link> and choose it from the menu above the list
37935       of late items.</para>
37936
37937       <screenshot>
37938         <screeninfo>Choose a Claim Letter</screeninfo>
37939
37940         <mediaobject>
37941           <imageobject>
37942             <imagedata fileref="images/acquisitions/claimletter.png"/>
37943           </imageobject>
37944         </mediaobject>
37945       </screenshot>
37946     </section>
37947
37948     <section id="acqsearch">
37949       <title>Acquisition Searches</title>
37950
37951       <para>At the top of the various Acquisition pages there is a quick
37952       search box where you can perform either a Vendor Search or an Order
37953       Search.</para>
37954
37955       <screenshot>
37956         <screeninfo>Acquisition Searches</screeninfo>
37957
37958         <mediaobject>
37959           <imageobject>
37960             <imagedata fileref="images/acquisitions/acqsearches.png"/>
37961           </imageobject>
37962         </mediaobject>
37963       </screenshot>
37964
37965       <para>In the Vendor Search you can enter any part of the vendor name to
37966       get results.</para>
37967
37968       <screenshot>
37969         <screeninfo>Vendor Search Results</screeninfo>
37970
37971         <mediaobject>
37972           <imageobject>
37973             <imagedata fileref="images/acquisitions/vendorquicksearch.png"/>
37974           </imageobject>
37975         </mediaobject>
37976       </screenshot>
37977
37978       <para>Using the Orders Search you can search for items that have been
37979       ordered with or without the vendor.</para>
37980
37981       <screenshot>
37982         <screeninfo>Order Search Box</screeninfo>
37983
37984         <mediaobject>
37985           <imageobject>
37986             <imagedata fileref="images/acquisitions/ordersearch.png"/>
37987           </imageobject>
37988         </mediaobject>
37989       </screenshot>
37990
37991       <para>You can enter info in one or both fields and you can enter any
37992       part of the title and/or vendor name.</para>
37993
37994       <screenshot>
37995         <screeninfo>Order Search Results</screeninfo>
37996
37997         <mediaobject>
37998           <imageobject>
37999             <imagedata fileref="images/acquisitions/ordersearchresults.png"/>
38000           </imageobject>
38001         </mediaobject>
38002       </screenshot>
38003
38004       <para>Clicking the plus sign to the right of the Vendor search box will
38005       expand the search and allow you to search for additional fields.</para>
38006
38007       <screenshot>
38008         <screeninfo>Expanded Orders Search</screeninfo>
38009
38010         <mediaobject>
38011           <imageobject>
38012             <imagedata fileref="images/acquisitions/ordersearchexpand.png"/>
38013           </imageobject>
38014         </mediaobject>
38015       </screenshot>
38016
38017       <para>Clicking Advanced Search to the right of the search button will
38018       give you all of the order search options available.</para>
38019
38020       <screenshot>
38021         <screeninfo>Full Order Search</screeninfo>
38022
38023         <mediaobject>
38024           <imageobject>
38025             <imagedata fileref="images/acquisitions/ordersearchfull.png"/>
38026           </imageobject>
38027         </mediaobject>
38028       </screenshot>
38029     </section>
38030
38031     <section id="fundtracking">
38032       <title>Budget/Fund Tracking</title>
38033
38034       <para>On the main acquisitions page there will be a table showing you all of your active funds
38035         and a breakdown of what has been ordered or spent against them.</para>
38036
38037       <screenshot>
38038         <screeninfo>Fund Table</screeninfo>
38039
38040         <mediaobject>
38041           <imageobject>
38042             <imagedata fileref="images/acquisitions/acqfunds.png"/>
38043           </imageobject>
38044         </mediaobject>
38045       </screenshot>
38046
38047       <para>Clicking on the linked amounts under spent or ordered will show you a summary of the
38048         titles ordered/received on that budget.</para>
38049
38050       <screenshot>
38051         <screeninfo>Titles Spent</screeninfo>
38052
38053         <mediaobject>
38054           <imageobject>
38055             <imagedata fileref="images/acquisitions/spent.png"/>
38056           </imageobject>
38057         </mediaobject>
38058       </screenshot>
38059     </section>
38060   </chapter>
38061
38062   <chapter id="stafflists">
38063     <title>Lists &amp; Cart</title>
38064
38065     <para>Lists are a way to save a collection of content on a specific topic
38066     or for a specific purpose. The Cart is a session specific storage
38067     space.</para>
38068
38069     <itemizedlist>
38070       <listitem>
38071         <para><emphasis>Get there:</emphasis> More &gt; Lists</para>
38072       </listitem>
38073     </itemizedlist>
38074
38075     <section id="lists">
38076       <title>Lists</title>
38077
38078       <para/>
38079
38080       <section id="createlist">
38081         <title>Create a List</title>
38082
38083         <para>A list can be created by visiting the Lists page and clicking
38084         'New List'</para>
38085
38086         <screenshot>
38087           <screeninfo>New List Button</screeninfo>
38088
38089           <mediaobject>
38090             <imageobject>
38091               <imagedata fileref="images/lists/newlistbutton.png"/>
38092             </imageobject>
38093           </mediaobject>
38094         </screenshot>
38095
38096         <para>The new list form offers several options for creating your
38097         list:</para>
38098
38099         <screenshot>
38100           <screeninfo>New List Form</screeninfo>
38101
38102           <mediaobject>
38103             <imageobject>
38104               <imagedata fileref="images/lists/newlistform.png"/>
38105             </imageobject>
38106           </mediaobject>
38107         </screenshot>
38108
38109         <itemizedlist>
38110           <listitem>
38111             <para>The name is what will appear on the list of Lists</para>
38112           </listitem>
38113
38114           <listitem>
38115             <para>You can also choose how to sort the list</para>
38116           </listitem>
38117           <listitem>
38118             <para>Next decide if your list is going to be private or public</para>
38119             <itemizedlist>
38120               <listitem>
38121                 <para>A Private List is managed by you and can be seen only by you (depending on
38122                   your permissions settings below)</para>
38123               </listitem>
38124               <listitem>
38125                 <para>A Public List can be seen by everybody, but managed only by you (depending on
38126                   your permissions settings below)</para>
38127               </listitem>
38128             </itemizedlist>
38129           </listitem>
38130           <listitem>
38131             <para>Finally decide what your permissions will be on the list. You can all or disallow:<itemizedlist>
38132                 <listitem>
38133                   <para>anyone else to add entries</para>
38134                 </listitem>
38135                 <listitem>
38136                   <para>anyone to remove his own contributed entries<itemizedlist>
38137                       <listitem>
38138                         <note>
38139                           <para>The owner of a list is always allowed to add entries, but needs
38140                             permission to remove.</para>
38141                         </note>
38142                       </listitem>
38143                     </itemizedlist></para>
38144                 </listitem>
38145                 <listitem>
38146                   <para>anyone to remove other contributed entries     </para>
38147                 </listitem>
38148               </itemizedlist></para>
38149           </listitem>
38150         </itemizedlist>
38151
38152         <para>A list can also be created from the catalog search
38153         results</para>
38154
38155         <screenshot>
38156           <screeninfo>New list from catalog search</screeninfo>
38157
38158           <mediaobject>
38159             <imageobject>
38160               <imagedata fileref="images/lists/newlistsearch.png"/>
38161             </imageobject>
38162           </mediaobject>
38163         </screenshot>
38164
38165         <itemizedlist>
38166           <listitem>
38167             <para>Check the box to the left of the titles you want to add to
38168             the new list</para>
38169           </listitem>
38170
38171           <listitem>
38172             <para>Choose [New List] from the 'Add to:' pull down menu</para>
38173
38174             <screenshot>
38175               <screeninfo>New List from Search Results</screeninfo>
38176
38177               <mediaobject>
38178                 <imageobject>
38179                   <imagedata fileref="images/lists/newlistfromsearch.png"/>
38180                 </imageobject>
38181               </mediaobject>
38182             </screenshot>
38183
38184             <itemizedlist>
38185               <listitem>
38186                 <para>Name the list and choose what type of list this
38187                 is</para>
38188
38189                 <itemizedlist>
38190                   <listitem>
38191                     <para>A Private List is managed by you and can be seen
38192                     only by you</para>
38193                   </listitem>
38194
38195                   <listitem>
38196                     <para>A Public List can be seen by everybody, but managed
38197                     only by you</para>
38198                   </listitem>
38199                 </itemizedlist>
38200               </listitem>
38201             </itemizedlist>
38202           </listitem>
38203         </itemizedlist>
38204
38205         <para>Once the list is saved it will accessible from the Lists page
38206         and from the 'Add to' menu at the top of the search results.</para>
38207       </section>
38208
38209       <section id="addtolist">
38210         <title>Add to a List</title>
38211
38212         <para>To add titles to an existing list click on the list name from
38213         the page of lists</para>
38214
38215         <screenshot>
38216           <screeninfo>List of Lists</screeninfo>
38217
38218           <mediaobject>
38219             <imageobject>
38220               <imagedata fileref="images/lists/listslist.png"/>
38221             </imageobject>
38222           </mediaobject>
38223         </screenshot>
38224         <para>To open a list you can click the list name.</para>
38225
38226         <para>From that page you can add titles by scanning barcodes into the box at the bottom of
38227           the page</para>
38228
38229         <screenshot>
38230           <screeninfo>Content of a List</screeninfo>
38231
38232           <mediaobject>
38233             <imageobject>
38234               <imagedata fileref="images/lists/listcontents.png"/>
38235             </imageobject>
38236           </mediaobject>
38237         </screenshot>
38238
38239         <para>A title can also be added to a list by selecting titles on the
38240         search results page and choosing the list from the 'Add to'
38241         menu</para>
38242
38243         <screenshot>
38244           <screeninfo>Add to List</screeninfo>
38245
38246           <mediaobject>
38247             <imageobject>
38248               <imagedata fileref="images/lists/addtolist.png"/>
38249             </imageobject>
38250           </mediaobject>
38251         </screenshot>
38252       </section>
38253
38254       <section id="viewlist">
38255         <title>Viewing Lists</title>
38256
38257         <para>To see the contents of a list, visit the Lists page on the staff
38258         client</para>
38259
38260         <screenshot>
38261           <screeninfo>List of Lists</screeninfo>
38262
38263           <mediaobject>
38264             <imageobject>
38265               <imagedata fileref="images/lists/listslist.png"/>
38266             </imageobject>
38267           </mediaobject>
38268         </screenshot>
38269
38270         <para>Clicking on the 'List Name' will show the contents of the
38271         list</para>
38272
38273         <screenshot>
38274           <screeninfo>Content of a List</screeninfo>
38275
38276           <mediaobject>
38277             <imageobject>
38278               <imagedata fileref="images/lists/listcontents.png"/>
38279             </imageobject>
38280           </mediaobject>
38281         </screenshot>
38282         <para>From this list of items you can perform several actions</para>
38283         <itemizedlist>
38284           <listitem>
38285             <para>'New list' will allow you to create another list</para>
38286           </listitem>
38287           <listitem>
38288             <para>'Edit' will allow you to edit the description and permissions for this list</para>
38289           </listitem>
38290           <listitem>
38291             <para>'Send list' will send the list to the email address you enter (<link
38292                 linkend="examplelistemail">view sample List email</link>)</para>
38293           </listitem>
38294           <listitem>
38295             <para>'Download list' will allow you to download the cart using one of 3 default formats
38296               or your <link linkend="csvprofiles">CSV Profiles</link></para>
38297           </listitem>
38298           <listitem>
38299             <para>'Print list' will present you with a printable version of the list</para>
38300           </listitem>
38301         </itemizedlist>
38302         <para>Using the filters at the top of each column you can find specific items in your
38303           list.</para>
38304       </section>
38305
38306       <section id="mergebibrecs">
38307         <title>Merging Bibliographic Records Via Lists</title>
38308         <para>One way to merge together duplicate bibliographic records is to add them to a list and
38309           use the Merge Tool from there.</para>
38310
38311         <screenshot>
38312           <screeninfo>List of Duplicate Records</screeninfo>
38313
38314           <mediaobject>
38315             <imageobject>
38316               <imagedata fileref="images/lists/listofdups.png"/>
38317             </imageobject>
38318           </mediaobject>
38319         </screenshot>
38320         <para>Once you have selected the records to merge together the process is the same as if you
38321           had chosen to <link linkend="mergebibs">merge via cataloging</link>.</para>
38322       </section>
38323     </section>
38324
38325     <section id="cart">
38326       <title>Cart</title>
38327
38328       <para>The cart is a temporary holding place for items in the OPAC and/or
38329       staff client. The cart will be emptied once the session is ended (by
38330       closing the browser or logging out). The cart is best used for
38331       performing batch operations (holds, printing, emailing) or for getting a
38332       list of items to be printed or emailed to yourself or a patron.</para>
38333
38334       <para>If you would like to enable the cart in the staff client, you need
38335       to set the <link linkend="intranetbookbag">intranetbookbag</link> system
38336       preference to 'Show.' To add things to the cart, search the catalog and
38337       select the items you would like added to your cart and choose 'Cart'
38338       from the 'Add to' menu</para>
38339
38340       <screenshot>
38341         <screeninfo>Add to Cart</screeninfo>
38342
38343         <mediaobject>
38344           <imageobject>
38345             <imagedata fileref="images/lists/addtocart.png"/>
38346           </imageobject>
38347         </mediaobject>
38348       </screenshot>
38349
38350       <para>A confirmation will appear below the cart button at the top of the
38351       staff client</para>
38352
38353       <screenshot>
38354         <screeninfo>Items added to Cart</screeninfo>
38355
38356         <mediaobject>
38357           <imageobject>
38358             <imagedata fileref="images/lists/itemsaddedcart.png"/>
38359           </imageobject>
38360         </mediaobject>
38361       </screenshot>
38362
38363       <para>Clicking on the Cart icon will provide you with the contents of
38364       the cart</para>
38365
38366       <screenshot>
38367         <screeninfo>Cart Contents</screeninfo>
38368
38369         <mediaobject>
38370           <imageobject>
38371             <imagedata fileref="images/lists/cart.png"/>
38372           </imageobject>
38373         </mediaobject>
38374       </screenshot>
38375       <para>From this list of items you can perform several actions</para>
38376
38377       <itemizedlist>
38378         <listitem>
38379           <para>'More details' will show more information about the items in the cart</para>
38380         </listitem>
38381
38382         <listitem>
38383           <para>'Send' will send the list to the email address you enter (<link
38384               linkend="examplecartemail">view sample Cart email</link>)</para>
38385         </listitem>
38386
38387         <listitem>
38388           <para>'Download' will allow you to download the cart using one of 3
38389           default formats or your <link linkend="csvprofiles">CSV
38390           Profiles</link></para>
38391         </listitem>
38392
38393         <listitem>
38394           <para>'Print' will present you with a printable version of the
38395           cart</para>
38396         </listitem>
38397
38398         <listitem>
38399           <para>'Empty and Close' will empty the list and close the
38400           window</para>
38401         </listitem>
38402
38403         <listitem>
38404           <para>'Hide Window' will close the window</para>
38405         </listitem>
38406       </itemizedlist>
38407     </section>
38408   </chapter>
38409
38410   <chapter id="reports">
38411     <title>Reports</title>
38412
38413     <para>Reports in Koha are a way to gather data. Reports are used to
38414     generate statistics, member lists, shelving lists, or any list of data in
38415     your database.</para>
38416
38417     <itemizedlist>
38418       <listitem>
38419         <para><emphasis>Get there:</emphasis> More &gt; Reports</para>
38420       </listitem>
38421     </itemizedlist>
38422
38423     <section id="customreports">
38424       <title>Custom Reports</title>
38425
38426       <para>Koha's data is stored in a MySQL database which means that
38427       librarians can generate nearly any report they would like by either
38428       using the <link linkend="quidedreportwizard">Guided Reports
38429       Wizard</link> or writing their own <link linkend="reportfromsql">SQL
38430       query</link>.</para>
38431
38432       <section id="customreport">
38433         <title>Add Custom Report</title>
38434
38435         <para/>
38436
38437         <section id="quidedreportwizard">
38438           <title>Guided Report Wizard</title>
38439
38440           <para>The guided report wizard will walk you through a six step
38441           process to generate a report.</para>
38442
38443           <para>Step 1: Choose the module you want to report on. This will
38444           determine what tables and fields are available for you to
38445           query.</para>
38446
38447           <para>'Report is public' should be left to the default of 'No' in
38448           most cases. A report can be made public if you intend to allow
38449           access to it through the JSON webservice interface. This is a system
38450           that can be used by developers to make custom presentations of the
38451           data from the report, for example displaying it using a graphing
38452           API. To learn more speak to your local developer.</para>
38453
38454           <itemizedlist>
38455             <listitem>
38456               <para>A public report is accessible via a URL that looks like
38457               this: http://MYOPAC/cgi-bin/koha/svc/report?id=REPORTID</para>
38458             </listitem>
38459           </itemizedlist>
38460
38461           <screenshot>
38462             <screeninfo>Chose Module for Report</screeninfo>
38463
38464             <mediaobject>
38465               <imageobject>
38466                 <imagedata fileref="images/reports/report1.png"/>
38467               </imageobject>
38468             </mediaobject>
38469           </screenshot>
38470           <note>
38471             <para>If your system administrator has set up memcache on your server you might see one
38472               more option for the Cache expiry. This is related to your public reports. If you make
38473               the report public then  it's constantly running and will cause a large load on your
38474               system. Setting this value prevents that.<screenshot>
38475                 <screeninfo>Cache expiry</screeninfo>
38476                 <mediaobject>
38477                   <imageobject>
38478                     <imagedata fileref="images/reports/cacheexiprywizard.png"/>
38479                   </imageobject>
38480                 </mediaobject>
38481               </screenshot></para>
38482           </note>
38483           <para>Step 2: Choose a report type. For now, Tabular is the only option available.</para>
38484
38485           <screenshot>
38486             <screeninfo>Report Type</screeninfo>
38487
38488             <mediaobject>
38489               <imageobject>
38490                 <imagedata fileref="images/reports/report2.png"/>
38491               </imageobject>
38492             </mediaobject>
38493           </screenshot>
38494
38495           <para>Step 3: Choose the fields you want in your report. You can
38496           select multiple fields and add them all at once by using CTRL+Click
38497           on each item you want to add before clicking the Add button.</para>
38498
38499           <screenshot>
38500             <screeninfo>Select database fields to query</screeninfo>
38501
38502             <mediaobject>
38503               <imageobject>
38504                 <imagedata fileref="images/reports/report3.png"/>
38505               </imageobject>
38506             </mediaobject>
38507           </screenshot>
38508
38509           <para>Step 4: Choose any limits you might want to apply to your
38510           report (such as item types or branches). If you don't want to apply
38511           any limits, simply click Next instead of making an option.</para>
38512
38513           <screenshot>
38514             <screeninfo>Choose limits</screeninfo>
38515
38516             <mediaobject>
38517               <imageobject>
38518                 <imagedata fileref="images/reports/report4.png"/>
38519               </imageobject>
38520             </mediaobject>
38521           </screenshot>
38522
38523           <para>Step 5: Perform math functions. If you don't want to do any
38524           calculations, simply click Next instead of making an option.</para>
38525
38526           <screenshot>
38527             <screeninfo>Choose math functions</screeninfo>
38528
38529             <mediaobject>
38530               <imageobject>
38531                 <imagedata fileref="images/reports/report5.png"/>
38532               </imageobject>
38533             </mediaobject>
38534           </screenshot>
38535
38536           <para>Step 6: Choose data order. If you want the data to print out
38537           in the order it's found in the database, simply click Finish.</para>
38538
38539           <screenshot>
38540             <screeninfo>Choose ordering</screeninfo>
38541
38542             <mediaobject>
38543               <imageobject>
38544                 <imagedata fileref="images/reports/report6.png"/>
38545               </imageobject>
38546             </mediaobject>
38547           </screenshot>
38548
38549           <para>When you are finished you will be presented with the SQL
38550           generated by the report wizard. From here you can choose to save the
38551           report by clicking 'Save' or copy the SQL and make edits to it by
38552           hand.</para>
38553
38554           <screenshot>
38555             <screeninfo>Custom Report Confirmation</screeninfo>
38556
38557             <mediaobject>
38558               <imageobject>
38559                 <imagedata fileref="images/reports/reportconfirm.png"/>
38560               </imageobject>
38561             </mediaobject>
38562           </screenshot>
38563
38564           <para>If you choose to save the report you will be asked to name your report, sort it in
38565             to groups and subgroups and enter any notes regarding it.</para>
38566
38567           <screenshot>
38568             <screeninfo>Save custom report</screeninfo>
38569
38570             <mediaobject>
38571               <imageobject>
38572                 <imagedata fileref="images/reports/reportsave.png"/>
38573               </imageobject>
38574             </mediaobject>
38575           </screenshot>
38576
38577           <para>Once your report is saved it will appear on the 'Use Saved'
38578           page with all other saved reports.</para>
38579
38580           <screenshot>
38581             <screeninfo>Saved Reports list</screeninfo>
38582
38583             <mediaobject>
38584               <imageobject>
38585                 <imagedata fileref="images/reports/savedreports.png"/>
38586               </imageobject>
38587             </mediaobject>
38588           </screenshot>
38589
38590           <para>From here you can make edits, run the report, or schedule a time to have the report
38591             run. To find the report you created you can sort by any of the columns by clicking the
38592             on the column header (creation date is the best bet for finding the report you just
38593             added). You can also filter your results using the filter menu on the left or use the
38594             tabs to find reports based on your custom groups.</para>
38595         </section>
38596
38597         <section id="reportfromsql">
38598           <title>Report from SQL</title>
38599
38600           <para>In addition to the report wizard, you have the option to write
38601           your own queries using SQL. To find reports written by other Koha
38602           users, visit the Koha Wiki: <ulink url="http://wiki.koha-community.org/wiki/SQL_Reports_Library">http://wiki.koha-community.org/wiki/SQL_Reports_Library</ulink>.
38603           You can also find your database structure in
38604           /installer/data/mysql/kohastructure.sql or online at: <ulink url="http://schema.koha-community.org/">http://schema.koha-community.org</ulink>.</para>
38605
38606           <para>To add your query, click the link to 'Create from SQL' on the main reports module or
38607             the 'New report' button at the top of the 'Saved reports' page.</para>
38608
38609           <screenshot>
38610             <screeninfo>New SQL Report</screeninfo>
38611
38612             <mediaobject>
38613               <imageobject>
38614                 <imagedata fileref="images/reports/newsql.png"/>
38615               </imageobject>
38616             </mediaobject>
38617           </screenshot>
38618
38619           <para>Fill in the form presented</para>
38620
38621           <screenshot>
38622             <screeninfo>Create Report from SQL</screeninfo>
38623
38624             <mediaobject>
38625               <imageobject>
38626                 <imagedata fileref="images/reports/reportfromsql.png"/>
38627               </imageobject>
38628             </mediaobject>
38629           </screenshot>
38630
38631           <itemizedlist>
38632             <listitem>
38633               <para>The 'Name' is what will appear on the Saved Reports page
38634               to help you identify the report later. It will also be
38635               searchable using the filters found the left of the Saved Reports
38636               page.</para>
38637             </listitem>
38638
38639             <listitem>
38640               <para>You can use the 'Report group' to organize your reports so that you can easily
38641                 filter reports by groups. Report groups are set in the <link linkend="reportgroup">REPORT_GROUP</link> authorized value category or can be added on the fly when
38642                 creating the report by choosing the 'or create' radio button.<screenshot>
38643                   <screeninfo>Report group</screeninfo>
38644                   <mediaobject>
38645                     <imageobject>
38646                       <imagedata fileref="images/reports/reportgroup.png"/>
38647                     </imageobject>
38648                   </mediaobject>
38649                 </screenshot><itemizedlist>
38650                   <listitem>
38651                     <para>
38652                       <note>
38653                         <para>If you're adding a report group on the fly, remember that you code
38654                           should be fewer than 10 characters and should not include special
38655                           characters or spaces.</para>
38656                       </note>
38657                     </para>
38658                   </listitem>
38659                 </itemizedlist></para>
38660             </listitem>
38661
38662             <listitem>
38663               <para>You can use 'Report subgroup' to further organize your reports so that you can
38664                 easily filter reports by groups and subgroups. Report subgroups are set in the <link linkend="reportsubgroup">REPORT_SUBGROUP</link> authorized value category or can
38665                 be added on the fly when creating the report by choosing the 'or create' radio
38666                 button.</para>
38667               <screenshot>
38668                 <screeninfo>Report subgroup</screeninfo>
38669                 <mediaobject>
38670                   <imageobject>
38671                     <imagedata fileref="images/reports/reportsubgroup.png"/>
38672                   </imageobject>
38673                 </mediaobject>
38674               </screenshot>
38675               <itemizedlist>
38676                 <listitem>
38677                   <para>
38678                     <note>
38679                       <para>If you're adding a report subgroup on the fly, remember that you code
38680                         should be fewer than 10 characters and should not include special characters
38681                         or spaces.</para>
38682                     </note>
38683                   </para>
38684                 </listitem>
38685               </itemizedlist>
38686             </listitem>
38687
38688             <listitem id="publicreport">
38689               <para>'Report is public' should be left to the default of 'No' in most cases. A report
38690                 can be made public if you intend to allow access to it through the JSON webservice
38691                 interface. This is a system that can be used by developers to make custom
38692                 presentations of the data from the report, for example displaying it using a
38693                 graphing API. To learn more speak to your local developer.</para>
38694               <itemizedlist>
38695                 <listitem>
38696                   <para>A public report is accessible via a URL that looks like this:
38697                     http://MYOPAC/cgi-bin/koha/svc/report?id=REPORTID</para>
38698                 </listitem>
38699               </itemizedlist>
38700             </listitem>
38701
38702             <listitem>
38703               <para>'Notes' will also appear on the Saved Reports page, this
38704               can be used to provide more details about the report or tips on
38705               how to enter values when it runs</para>
38706             </listitem>
38707
38708             <listitem>
38709               <para>The type should always be 'Tabular' at this time since the
38710               other formats have not been implemented</para>
38711             </listitem>
38712
38713             <listitem>
38714               <para>In the 'SQL' box you will type or paste the SQL for the
38715               report</para>
38716             </listitem>
38717
38718             <listitem>
38719               <para>If you feel that your report might be too resource
38720               intensive you might want to consider using runtime parameters to
38721               your query. Runtime parameters basically make a filter appear
38722               before the report is run to save your system resources.</para>
38723
38724               <para>There is a specific syntax that Koha will understand as
38725               'ask for values when running the report'. The syntax is
38726               &lt;&lt;Question to ask|authorized_value&gt;&gt;.</para>
38727
38728               <itemizedlist>
38729                 <listitem>
38730                   <para>The &lt;&lt; and &gt;&gt; are just delimiters. You
38731                   must put &lt;&lt; at the beginning and &gt;&gt; at the end
38732                   of your parameter</para>
38733                 </listitem>
38734
38735                 <listitem>
38736                   <para>The 'Question to ask' will be displayed on the left of
38737                   the string to enter.</para>
38738                 </listitem>
38739
38740                 <listitem>
38741                   <para>The authorized_value can be omitted if not applicable. If it contains an
38742                     authorized value category, or branches or itemtype or categorycode or
38743                     biblio_framework, a list with the Koha authorized values will be displayed
38744                     instead of a free field Note that you can have more than one parameter in a
38745                     given SQL Note that entering nothing at run time won't probably work as you
38746                     expect. It will be considered as "value empty" not as "ignore this parameter".
38747                     For example entering nothing for : "title=&lt;&lt;Enter title&gt;&gt;" will
38748                     display results with title='' (no title). If you want to have to have something
38749                     not mandatory, use "title like &lt;&lt;Enter title&gt;&gt;" and enter a % at run
38750                     time instead of nothing</para>
38751                 </listitem>
38752               </itemizedlist>
38753
38754               <para>Examples:</para>
38755
38756               <itemizedlist>
38757                 <listitem>
38758                   <para>SELECT surname,firstname FROM borrowers WHERE
38759                   branchcode=&lt;&lt;Enter patrons library|branches&gt;&gt;
38760                   AND surname like &lt;&lt;Enter filter for patron surname (%
38761                   if none)&gt;&gt;</para>
38762                 </listitem>
38763
38764                 <listitem>
38765                   <para>SELECT * FROM items WHERE homebranch = &lt;&lt;Pick your
38766                     branch|branches&gt;&gt; and barcode like &lt;&lt;Partial barcode value
38767                     here&gt;&gt;</para>
38768                 </listitem>
38769                 <listitem>
38770                   <para>SELECT title , author FROM biblio WHERE frameworkcode=&lt;&lt;Enter the
38771                     frameworkcode|biblio_framework>> </para>
38772                 </listitem>
38773               </itemizedlist>
38774
38775               <note>
38776                 <para>To generate a date picker calendar to the right of the
38777                 field when running a report you can use the 'date' keyword
38778                 like this: &lt;&lt;Enter Date|date&gt;&gt;</para>
38779
38780                 <screenshot>
38781                   <screeninfo>Date Picker</screeninfo>
38782
38783                   <mediaobject>
38784                     <imageobject>
38785                       <imagedata fileref="images/reports/datepicker.png"/>
38786                     </imageobject>
38787                   </mediaobject>
38788                 </screenshot>
38789               </note>
38790
38791               <note>
38792                 <para>You have to put "%" in a text box to 'leave it blank'.
38793                 Otherwise, it literally looks for "" (empty string) as the
38794                 value for the field.</para>
38795               </note>
38796
38797               <para><important>
38798                   <para>In addition to using any authorized value code to generate a dropdown, you
38799                     can use the following values as well: Framework codes (biblio_framework),
38800                     Branches (branches), Item Types (itemtypes) and Patron Categories
38801                     (categorycode). For example a branch pull down would be generated like this
38802                     &lt;&lt;Branch|branches&gt;&gt;</para>
38803
38804                   <screenshot>
38805                     <screeninfo>Branch pull down</screeninfo>
38806
38807                     <mediaobject>
38808                       <imageobject>
38809                         <imagedata fileref="images/reports/branchpulldown.png"/>
38810                       </imageobject>
38811                     </mediaobject>
38812                   </screenshot>
38813                 </important></para>
38814             </listitem>
38815           </itemizedlist>
38816
38817           <note>
38818             <para>There is a limit of 10,000 records put on SQL statements entered in Koha. To get
38819               around this you want to add 'LIMIT 100000' to the end of your SQL statement (or any
38820               other number above 10,000).</para>
38821           </note>
38822           <note>
38823             <para>If your system administrator has set up memcache on your server you might see one
38824               more option for the Cache expiry. This is related to your public reports. If you make
38825               the report public then  it's constantly running and will cause a large load on your
38826               system. Setting this value prevents that.<screenshot>
38827                 <screeninfo>Cache expiry</screeninfo>
38828                 <mediaobject>
38829                   <imageobject>
38830                     <imagedata fileref="images/reports/cacheexpiry.png"/>
38831                   </imageobject>
38832                 </mediaobject>
38833               </screenshot></para>
38834           </note>
38835
38836           <para>Once everything is entered click the 'Save Report' button and
38837           you'll be presented with options to run it. Once a report is saved
38838           you do not have to recreate it you can simply find it on the Saved
38839           Reports page and <link linkend="runcustomreport">run</link> or <link linkend="editcustomreports">edit</link> it.</para>
38840         </section>
38841         <section id="duplicatereport">
38842           <title>Duplicate Report</title>
38843           <para>Reports can also be added by duplicating an existing report.  Visit the 'Saved
38844             reports' page to see all of the reports listed on your system already.</para>
38845           <screenshot>
38846             <screeninfo>Saved Reports</screeninfo>
38847             <mediaobject>
38848               <imageobject>
38849                 <imagedata fileref="images/reports/duplicatereport.png"/>
38850               </imageobject>
38851             </mediaobject>
38852           </screenshot>
38853           <para>To the right of every report there is an 'Actions' pull down. Clickin that and
38854             choose 'Duplicate' to use an existing report as the basis for your new report. That will
38855             populate the new report form with the existing SQL for easy editing and resaving.</para>
38856         </section>
38857       </section>
38858
38859       <section id="editcustomreports">
38860         <title>Edit Custom Reports</title>
38861
38862         <para>Every report can be edited from the reports lists. To see the
38863         list of reports already stored in Koha, click 'Use Saved.'</para>
38864
38865         <screenshot>
38866           <screeninfo>Saved Reports</screeninfo>
38867
38868           <mediaobject>
38869             <imageobject>
38870               <imagedata fileref="images/reports/savedreports.png"/>
38871             </imageobject>
38872           </mediaobject>
38873         </screenshot>
38874
38875         <para>To find the report you'd like to edit you can sort by any of the columns by clicking
38876           the on the column header. You can also filter your results using the filter menu on the
38877           left or use the tabs to find reports based on your custom groups.</para>
38878
38879         <para>From this list you can edit any custom report by clicking 'Actions' to the right of
38880           the report and choosing 'Edit' from the menu that appears.</para>
38881         <screenshot>
38882           <screeninfo>Edit Report Option</screeninfo>
38883           <mediaobject>
38884             <imageobject>
38885               <imagedata fileref="images/reports/editreportoption.png"/>
38886             </imageobject>
38887           </mediaobject>
38888         </screenshot>
38889         <para>The form to edit the report will appear.</para>
38890
38891         <screenshot>
38892           <screeninfo>Edit SQL Form</screeninfo>
38893
38894           <mediaobject>
38895             <imageobject>
38896               <imagedata fileref="images/reports/editreport.png"/>
38897             </imageobject>
38898           </mediaobject>
38899         </screenshot>
38900       </section>
38901
38902       <section id="runcustomreport">
38903         <title>Running Custom Reports</title>
38904
38905         <para>Once custom reports are saved to Koha, you can run them by going to the Saved Reports
38906           page and clicking the 'Actions' button to the right of the report and choosing
38907           'Run'.</para>
38908
38909         <screenshot>
38910           <screeninfo>Run Report</screeninfo>
38911
38912           <mediaobject>
38913             <imageobject>
38914               <imagedata fileref="images/reports/runreport.png"/>
38915             </imageobject>
38916           </mediaobject>
38917         </screenshot>
38918
38919         <para>When you report runs you will either be asked for some
38920         values</para>
38921
38922         <screenshot>
38923           <screeninfo>Enter report parameters</screeninfo>
38924
38925           <mediaobject>
38926             <imageobject>
38927               <imagedata fileref="images/reports/reportparameters.png"/>
38928             </imageobject>
38929           </mediaobject>
38930         </screenshot>
38931
38932         <para>or you will see the results right away</para>
38933
38934         <screenshot>
38935           <screeninfo>Report results</screeninfo>
38936
38937           <mediaobject>
38938             <imageobject>
38939               <imagedata fileref="images/reports/reportresults.png"/>
38940             </imageobject>
38941           </mediaobject>
38942         </screenshot>
38943
38944         <para>From the results you can choose to rerun the report by clicking
38945         'Run report' at the top, edit the report by clicking the 'Edit' button
38946         or starting over and creating a new report by using the 'New' button.
38947         You can also download your results by choosing a file type at the
38948         bottom of the results next to the 'Download the report' label and
38949         clicking 'Download.'<note>
38950             <para>A Comma Separated Text file is a CSV file and it can be
38951             opened by any spreadsheet application.</para>
38952           </note></para>
38953       </section>
38954     </section>
38955
38956     <section id="statsreports">
38957       <title>Statistics Reports</title>
38958
38959       <para>Statistic reports will show you counts and sums. These reports are
38960       all about numbers and statistics, for reports that return more detailed
38961       data, use the <link linkend="quidedreportwizard">Guided Report
38962       Wizard</link>. These reports are limited in what data they can look at,
38963       so it's often recommended to use <link linkend="customreports">custom
38964       reports</link> for official end of the year statistics.</para>
38965
38966       <section id="acqstats">
38967         <title>Acquisitions Statistics</title>
38968
38969         <note>
38970           <para>These reports are limited in what data they can look at, so
38971           it's often recommended to use <link linkend="customreports">custom
38972           reports</link> for official end of the year statistics.</para>
38973         </note>
38974
38975         <para>Using the form provided, choose which value you would like to
38976         appear in the Column and which will appear in the Row.</para>
38977
38978         <screenshot>
38979           <screeninfo>Acquisitions Statistics</screeninfo>
38980
38981           <mediaobject>
38982             <imageobject>
38983               <imagedata fileref="images/reports/acqform.png"/>
38984             </imageobject>
38985           </mediaobject>
38986         </screenshot>
38987
38988         <para>If you choose to output to the browser your results will print
38989         to the screen.</para>
38990
38991         <screenshot>
38992           <screeninfo>Acquisitions Statistics Results</screeninfo>
38993
38994           <mediaobject>
38995             <imageobject>
38996               <imagedata fileref="images/reports/acqnumbers.png"/>
38997             </imageobject>
38998           </mediaobject>
38999         </screenshot>
39000
39001         <para>You can also choose to export to a file that you can manipulate
39002         to your needs.</para>
39003
39004         <para>When generating your report, note that you get to choose between
39005         counting or summing the values.</para>
39006
39007         <screenshot>
39008           <screeninfo>Acquisitions Stats Options</screeninfo>
39009
39010           <mediaobject>
39011             <imageobject>
39012               <imagedata fileref="images/reports/acqtotal.png"/>
39013             </imageobject>
39014           </mediaobject>
39015         </screenshot>
39016
39017         <para>Choosing amount will change your results to appear as the sum of
39018         the amounts spent.</para>
39019
39020         <screenshot>
39021           <screeninfo>Acquisitions statistics with totals</screeninfo>
39022
39023           <mediaobject>
39024             <imageobject>
39025               <imagedata fileref="images/reports/acqamounts.png"/>
39026             </imageobject>
39027           </mediaobject>
39028         </screenshot>
39029       </section>
39030
39031       <section id="patstats">
39032         <title>Patron Statistics</title>
39033
39034         <note>
39035           <para>These reports are limited in what data they can look at, so
39036           it's often recommended to use <link linkend="customreports">custom
39037           reports</link> for official end of the year statistics.</para>
39038         </note>
39039
39040         <para>Using the form provided, choose which value you would like to
39041         appear in the Column and which will appear in the Row.</para>
39042
39043         <screenshot>
39044           <screeninfo>Patron Statistics Options</screeninfo>
39045
39046           <mediaobject>
39047             <imageobject>
39048               <imagedata fileref="images/reports/patronform.png"/>
39049             </imageobject>
39050           </mediaobject>
39051         </screenshot>
39052
39053         <para>If you choose to output to the browser your results will print
39054         to the screen.</para>
39055
39056         <screenshot>
39057           <screeninfo>Patron Statistics Results</screeninfo>
39058
39059           <mediaobject>
39060             <imageobject>
39061               <imagedata fileref="images/reports/patronresults.png"/>
39062             </imageobject>
39063           </mediaobject>
39064         </screenshot>
39065
39066         <para>Based on your selections, you may see some query information
39067         above your results table. You can also choose to export to a file that
39068         you can manipulate to your needs.</para>
39069       </section>
39070
39071       <section id="catstats">
39072         <title>Catalog Statistics</title>
39073
39074         <note>
39075           <para>These reports are limited in what data they can look at, so
39076           it's often recommended to use <link linkend="customreports">custom
39077           reports</link> for official end of the year statistics.</para>
39078         </note>
39079
39080         <para>Using the form provided, choose which value you would like to
39081         appear in the Column and which will appear in the Row.</para>
39082
39083         <screenshot>
39084           <screeninfo>Catalog Statistics Form</screeninfo>
39085
39086           <mediaobject>
39087             <imageobject>
39088               <imagedata fileref="images/reports/catalogform.png"/>
39089             </imageobject>
39090           </mediaobject>
39091         </screenshot>
39092
39093         <para>If you choose to output to the browser your results will print
39094         to the screen.</para>
39095
39096         <screenshot>
39097           <screeninfo>Catalog Statistic Results</screeninfo>
39098
39099           <mediaobject>
39100             <imageobject>
39101               <imagedata fileref="images/reports/catalogresults.png"/>
39102             </imageobject>
39103           </mediaobject>
39104         </screenshot>
39105
39106         <para>You can also choose to export to a file that you can manipulate
39107         to your needs.</para>
39108       </section>
39109
39110       <section id="circstats">
39111         <title>Circulation Statistics</title>
39112
39113         <note>
39114           <para>These reports are limited in what data they can look at, so
39115           it's often recommended to use <link linkend="customreports">custom
39116           reports</link> for official end of the year statistics.</para>
39117         </note>
39118
39119         <para>Using the form provided, choose which value you would like to
39120         appear in the Column and which will appear in the Row.</para>
39121
39122         <screenshot>
39123           <screeninfo>Circulation Statistics</screeninfo>
39124
39125           <mediaobject>
39126             <imageobject>
39127               <imagedata fileref="images/reports/circform.png"/>
39128             </imageobject>
39129           </mediaobject>
39130         </screenshot>
39131
39132         <para>If you choose to output to the browser your results will print
39133         to the screen.</para>
39134
39135         <screenshot>
39136           <screeninfo>Circulation Statistic Results</screeninfo>
39137
39138           <mediaobject>
39139             <imageobject>
39140               <imagedata fileref="images/reports/circresults.png"/>
39141             </imageobject>
39142           </mediaobject>
39143         </screenshot>
39144
39145         <para>You can also choose to export to a file that you can manipulate
39146         to your needs.<note>
39147             <para>To get a complete picture of your monthly or daily
39148             circulation, you can run the report twice, once for 'Type' of
39149             'Checkout' and again for 'Renewal.'</para>
39150
39151             <para>This report uses 'Period,' or date, filtering that allows
39152             you to limit to a month by simply selecting the first day of the
39153             first month through the first day of the next month. For example,
39154             10/1 to 11/1 to find statistics for the month of October.</para>
39155
39156             <itemizedlist>
39157               <listitem>
39158                 <para>To find daily statistics, set your date
39159                 range.&lt;/br&gt; Example: "I want circulation data starting
39160                 with date XXX up to, but not including, date XXX."</para>
39161               </listitem>
39162
39163               <listitem>
39164                 <para>For a whole month, an example range would be: 11/01/2009
39165                 to 12/01/2009</para>
39166               </listitem>
39167
39168               <listitem>
39169                 <para>For a whole year, an example range would be: 01/01/2009
39170                 to 01/01/2010</para>
39171               </listitem>
39172
39173               <listitem>
39174                 <para>For a single day, an example would be: 11/15/2009 to
39175                 11/16/2009 to find what circulated on the 15th</para>
39176               </listitem>
39177             </itemizedlist>
39178           </note></para>
39179
39180         <section id="inhouseuse">
39181           <title>Tracking in house use</title>
39182
39183           <para>Using the Circulation statistics reporting wizard you can run
39184           reports on in house usage of items simply by choosing 'Local Use'
39185           from the 'Type' pull down:</para>
39186
39187           <screenshot>
39188             <screeninfo>In House Use Stats</screeninfo>
39189
39190             <mediaobject>
39191               <imageobject>
39192                 <imagedata fileref="images/reports/inhouse.png"/>
39193               </imageobject>
39194             </mediaobject>
39195           </screenshot>
39196         </section>
39197       </section>
39198
39199       <section id="serialstats">
39200         <title>Serials Statistics</title>
39201
39202         <note>
39203           <para>These reports are limited in what data they can look at, so
39204           it's often recommended to use <link linkend="customreports">custom
39205           reports</link> for official end of the year statistics.</para>
39206         </note>
39207
39208         <para>Using the form provided, choose how you would like to list the
39209         serials in your system.</para>
39210
39211         <screenshot>
39212           <screeninfo>Serials Statistics</screeninfo>
39213
39214           <mediaobject>
39215             <imageobject>
39216               <imagedata fileref="images/reports/serialsform.png"/>
39217             </imageobject>
39218           </mediaobject>
39219         </screenshot>
39220
39221         <para>If you choose to output to the browser your results will print
39222         to the screen.</para>
39223
39224         <screenshot>
39225           <screeninfo>Serials Results</screeninfo>
39226
39227           <mediaobject>
39228             <imageobject>
39229               <imagedata fileref="images/reports/serialsresults.png"/>
39230             </imageobject>
39231           </mediaobject>
39232         </screenshot>
39233
39234         <para>You can also choose to export to a file that you can manipulate
39235         to your needs.</para>
39236       </section>
39237
39238       <section id="holdstats">
39239         <title>Holds Statistics</title>
39240
39241         <note>
39242           <para>These reports are limited in what data they can look at, so
39243           it's often recommended to use <link linkend="customreports">custom
39244           reports</link> for official end of the year statistics.</para>
39245         </note>
39246
39247         <para>Using the form provided you can see statistics for holds placed,
39248         filled, cancelled and more at your library. From the form choose what
39249         value you want to display in the column and what value to show in the
39250         row. You can also choose from the filters on the far right of the
39251         form.</para>
39252
39253         <screenshot>
39254           <screeninfo>Hold Statistics Form</screeninfo>
39255
39256           <mediaobject>
39257             <imageobject>
39258               <imagedata fileref="images/reports/holdstatsform.png"/>
39259             </imageobject>
39260           </mediaobject>
39261         </screenshot>
39262
39263         <para>If you choose to output to the browser your results will print
39264         to the screen.</para>
39265
39266         <screenshot>
39267           <screeninfo>Hold Stats Results</screeninfo>
39268
39269           <mediaobject>
39270             <imageobject>
39271               <imagedata fileref="images/reports/holdstatsresults.png"/>
39272             </imageobject>
39273           </mediaobject>
39274         </screenshot>
39275
39276         <para>You can also choose to export to a file that you can manipulate
39277         to your needs.</para>
39278       </section>
39279
39280       <section id="mostcheckouts">
39281         <title>Patrons with the most checkouts</title>
39282
39283         <para>This report will simply list the patrons who have the most
39284         checkouts.</para>
39285
39286         <screenshot>
39287           <screeninfo>Patrons with the most checkouts form</screeninfo>
39288
39289           <mediaobject>
39290             <imageobject>
39291               <imagedata fileref="images/reports/topcheckoutsform.png"/>
39292             </imageobject>
39293           </mediaobject>
39294         </screenshot>
39295
39296         <para>If you choose to output to the browser your results will print
39297         to the screen.</para>
39298
39299         <screenshot>
39300           <screeninfo>Top checkouts results</screeninfo>
39301
39302           <mediaobject>
39303             <imageobject>
39304               <imagedata fileref="images/reports/topcheckoutsresult.png"/>
39305             </imageobject>
39306           </mediaobject>
39307         </screenshot>
39308
39309         <para>You can also choose to export to a file that you can manipulate
39310         to your needs.</para>
39311       </section>
39312
39313       <section id="mostcirculated">
39314         <title>Most Circulated Items</title>
39315
39316         <para>This report will simply list the items that have the been
39317         checked out the most.</para>
39318
39319         <screenshot>
39320           <screeninfo>Most Circulation Items Form</screeninfo>
39321
39322           <mediaobject>
39323             <imageobject>
39324               <imagedata fileref="images/reports/topcircform.png"/>
39325             </imageobject>
39326           </mediaobject>
39327         </screenshot>
39328
39329         <para>If you choose to output to the browser your results will print
39330         to the screen.</para>
39331
39332         <screenshot>
39333           <screeninfo>Top Circulation Items Results</screeninfo>
39334
39335           <mediaobject>
39336             <imageobject>
39337               <imagedata fileref="images/reports/topcircresults.png"/>
39338             </imageobject>
39339           </mediaobject>
39340         </screenshot>
39341
39342         <para>You can also choose to export to a file that you can manipulate
39343         to your needs.</para>
39344       </section>
39345
39346       <section id="patnocheckouts">
39347         <title>Patrons with no checkouts</title>
39348
39349         <para>This report will list for you the patrons in your system who
39350         haven't checked any items out.</para>
39351
39352         <screenshot>
39353           <screeninfo>Patrons with no Checkouts</screeninfo>
39354
39355           <mediaobject>
39356             <imageobject>
39357               <imagedata fileref="images/reports/patnocheckout.png"/>
39358             </imageobject>
39359           </mediaobject>
39360         </screenshot>
39361
39362         <para>If you choose to output to the browser your results will print
39363         to the screen.</para>
39364
39365         <screenshot>
39366           <screeninfo>Results for Patrons with no Checkouts</screeninfo>
39367
39368           <mediaobject>
39369             <imageobject>
39370               <imagedata fileref="images/reports/patnocheckout-results.png"/>
39371             </imageobject>
39372           </mediaobject>
39373         </screenshot>
39374
39375         <para>You can also choose to export to a file that you can manipulate
39376         to your needs.</para>
39377       </section>
39378
39379       <section id="itemnocheckouts">
39380         <title>Items with no checkouts</title>
39381
39382         <para>This report will list items in your collection that have never
39383         been checked out.</para>
39384
39385         <screenshot>
39386           <screeninfo>Items with No Checkouts</screeninfo>
39387
39388           <mediaobject>
39389             <imageobject>
39390               <imagedata fileref="images/reports/nocheckoutsform.png"/>
39391             </imageobject>
39392           </mediaobject>
39393         </screenshot>
39394
39395         <para>If you choose to output to the browser your results will print
39396         to the screen.</para>
39397
39398         <screenshot>
39399           <screeninfo>Items with no checkouts results</screeninfo>
39400
39401           <mediaobject>
39402             <imageobject>
39403               <imagedata fileref="images/reports/nocheckoutsresults.png"/>
39404             </imageobject>
39405           </mediaobject>
39406         </screenshot>
39407
39408         <para>You can also choose to export to a file that you can manipulate
39409         to your needs.</para>
39410       </section>
39411
39412       <section id="catbyitem">
39413         <title>Catalog by Item Type</title>
39414
39415         <para>This report will list the total number of items of each item
39416         type per branch.</para>
39417
39418         <screenshot>
39419           <screeninfo>Catalog by Item Type</screeninfo>
39420
39421           <mediaobject>
39422             <imageobject>
39423               <imagedata fileref="images/reports/itemtotals.png"/>
39424             </imageobject>
39425           </mediaobject>
39426         </screenshot>
39427
39428         <para>If you choose to output to the browser your results will print
39429         to the screen.</para>
39430
39431         <screenshot>
39432           <screeninfo>Total of Items by Type and Branch</screeninfo>
39433
39434           <mediaobject>
39435             <imageobject>
39436               <imagedata fileref="images/reports/itemtotalsresults.png"/>
39437             </imageobject>
39438           </mediaobject>
39439         </screenshot>
39440
39441         <para>You can also choose to export to a file that you can manipulate
39442         to your needs.</para>
39443       </section>
39444
39445       <section id="lostreport">
39446         <title>Lost Items</title>
39447
39448         <para>This report will allow you to generate a list of items that have
39449         been marked as Lost within the system</para>
39450
39451         <screenshot>
39452           <screeninfo>Lost Items Report</screeninfo>
39453
39454           <mediaobject>
39455             <imageobject>
39456               <imagedata fileref="images/reports/lostitems.png"/>
39457             </imageobject>
39458           </mediaobject>
39459         </screenshot>
39460       </section>
39461
39462       <section id="avloantime">
39463         <title>Average Loan Time</title>
39464
39465         <para>This report will list the average time items are out on loan
39466         based on the criteria you enter:</para>
39467
39468         <screenshot>
39469           <screeninfo>Average Checkout Period Form</screeninfo>
39470
39471           <mediaobject>
39472             <imageobject>
39473               <imagedata fileref="images/reports/averloanform.png"/>
39474             </imageobject>
39475           </mediaobject>
39476         </screenshot>
39477
39478         <para>If you choose to output to the browser your results will print
39479         to the screen.</para>
39480
39481         <screenshot>
39482           <screeninfo>Average Checkout Period Results</screeninfo>
39483
39484           <mediaobject>
39485             <imageobject>
39486               <imagedata fileref="images/reports/avercheckout.png"/>
39487             </imageobject>
39488           </mediaobject>
39489         </screenshot>
39490
39491         <para>You can also choose to export to a file that you can manipulate
39492         to your needs.</para>
39493       </section>
39494     </section>
39495
39496     <section id="reportdic">
39497       <title>Report Dictionary</title>
39498
39499       <para>The report dictionary is a way to pre-define common filters you'd
39500       like to apply to your reports. This is a good way to add in filters that
39501       the report wizard doesn't include by default. To add a new definition,
39502       or filter, click 'New Definition' on the Reports Dictionary page and
39503       follow the 4 step process.</para>
39504
39505       <para>Step 1: Name the definition and provide a description if
39506       necessary</para>
39507
39508       <screenshot>
39509         <screeninfo>Create a Definition</screeninfo>
39510
39511         <mediaobject>
39512           <imageobject>
39513             <imagedata fileref="images/reports/dict1.png"/>
39514           </imageobject>
39515         </mediaobject>
39516       </screenshot>
39517
39518       <para>Step 2: Choose the module that the will be queried.</para>
39519
39520       <screenshot>
39521         <screeninfo>Select Koha Module</screeninfo>
39522
39523         <mediaobject>
39524           <imageobject>
39525             <imagedata fileref="images/reports/dict2.png"/>
39526           </imageobject>
39527         </mediaobject>
39528       </screenshot>
39529
39530       <para>Step 3: Choose columns to query from the tables presented.</para>
39531
39532       <screenshot>
39533         <screeninfo>Choose columns</screeninfo>
39534
39535         <mediaobject>
39536           <imageobject>
39537             <imagedata fileref="images/reports/dict3.png"/>
39538           </imageobject>
39539         </mediaobject>
39540       </screenshot>
39541
39542       <para>Step 4: Choose the value(s) from the field(s). These will be
39543       automatically populated with options available in your database.</para>
39544
39545       <screenshot>
39546         <screeninfo>Choose fields and values</screeninfo>
39547
39548         <mediaobject>
39549           <imageobject>
39550             <imagedata fileref="images/reports/dict4.png"/>
39551           </imageobject>
39552         </mediaobject>
39553       </screenshot>
39554
39555       <para>Confirm your selections to save the definition.</para>
39556
39557       <screenshot>
39558         <screeninfo>Confirm Definition</screeninfo>
39559
39560         <mediaobject>
39561           <imageobject>
39562             <imagedata fileref="images/reports/dictconfirm.png"/>
39563           </imageobject>
39564         </mediaobject>
39565       </screenshot>
39566
39567       <para>Your definitions will all appear on the Reports Dictionary
39568       page</para>
39569
39570       <screenshot>
39571         <screeninfo>Reports Dictionary Listing</screeninfo>
39572
39573         <mediaobject>
39574           <imageobject>
39575             <imagedata fileref="images/reports/dictlist.png"/>
39576           </imageobject>
39577         </mediaobject>
39578       </screenshot>
39579
39580       <para>Then when generating reports on the module you created the value
39581       for you will see an option to limit by the definition at the bottom of
39582       the usual filters.</para>
39583
39584       <screenshot>
39585         <screeninfo>Dictionary Limit Option</screeninfo>
39586
39587         <mediaobject>
39588           <imageobject>
39589             <imagedata fileref="images/reports/dictionarylimit.png"/>
39590           </imageobject>
39591         </mediaobject>
39592       </screenshot>
39593     </section>
39594   </chapter>
39595
39596   <chapter id="opac">
39597     <title>OPAC</title>
39598
39599     <para>This chapter assumes that you have the following preferences set as
39600     follows:</para>
39601
39602     <itemizedlist>
39603       <listitem>
39604         <para><link linkend="opacthemes">opacthemes</link> = bootstrap</para>
39605       </listitem>
39606       <listitem>
39607         <para><link linkend="OPACXSLTResultsDisplay">OPACXSLTResultsDisplay</link> = default</para>
39608       </listitem>
39609
39610       <listitem>
39611         <para><link linkend="OPACXSLTDetailsDisplay">OPACXSLTDetailsDisplay</link> =
39612         default</para>
39613       </listitem>
39614
39615       <listitem>
39616         <para><link linkend="DisplayOPACiconsXSLT">DisplayOPACiconsXSLT</link>
39617         = show</para>
39618       </listitem>
39619
39620       <listitem>
39621         <para><link linkend="TagsEnabled">TagsEnabled</link> = Allow</para>
39622       </listitem>
39623
39624       <listitem>
39625         <para><link linkend="TagsInputOnDetail">TagsInputOnDetail</link>
39626         =Allow</para>
39627       </listitem>
39628
39629       <listitem>
39630         <para><link linkend="TagsInputOnList">TagsInputOnList</link> =
39631         Allow</para>
39632       </listitem>
39633
39634       <listitem>
39635         <para><link linkend="reviewson">reviewson</link> = Allow</para>
39636       </listitem>
39637
39638       <listitem>
39639         <para><link linkend="ShowReviewer">ShowReviewer</link> = Allow</para>
39640       </listitem>
39641
39642       <listitem>
39643         <para><link linkend="ShowReviewerPhoto">ShowReviewerPhoto</link>
39644         =Allow</para>
39645       </listitem>
39646
39647       <listitem>
39648         <para><link linkend="OPACFRBRizeEditions">OPACFRBRizeEditions</link> =
39649         Show</para>
39650       </listitem>
39651
39652       <listitem>
39653         <para><link linkend="OPACAmazonCoverImages">OPACAmazonCoverImages</link> =
39654         Show</para>
39655       </listitem>
39656
39657       <listitem>
39658         <para><link linkend="XISBN">XISBN</link> = Use</para>
39659       </listitem>
39660
39661       <listitem>
39662         <para><link linkend="OPACSearchForTitleIn">OPACSearchForTitleIn</link>
39663         = Default set of links</para>
39664       </listitem>
39665
39666       <listitem>
39667         <para><link linkend="OPACShowCheckoutName">OPACShowCheckoutName</link>
39668         = Don't show</para>
39669       </listitem>
39670
39671       <listitem>
39672         <para><link linkend="RequestOnOpac">RequestOnOpac</link> =
39673         Allow</para>
39674       </listitem>
39675
39676       <listitem>
39677         <para><link linkend="AutoResumeSuspendedHolds">AutoResumeSuspendedHolds</link> =
39678         Allow</para>
39679       </listitem>
39680
39681       <listitem>
39682         <para><link linkend="OpacBrowseResults">OpacBrowseResults</link> =
39683         Enable</para>
39684       </listitem>
39685
39686       <listitem>
39687         <para><link linkend="SuspendHoldsOpac">SuspendHoldsOpac</link> =
39688         Allow</para>
39689       </listitem>
39690
39691       <listitem>
39692         <para><link linkend="OPACShowBarcode">OPACShowBarcode</link> = Don't show</para>
39693       </listitem>
39694       <listitem>
39695         <para><link linkend="OpacSeparateHoldings">OpacSeparateHoldings</link> = Don't
39696           separate</para>
39697       </listitem>
39698       <listitem>
39699         <para><link linkend="OpacSeparateHoldings">OpacSeparateHoldingsBranch</link> = home
39700           library</para>
39701       </listitem>
39702       <listitem>
39703         <para><link linkend="DisplayLibraryFacets">DisplayLibraryFacets</link> = holding
39704           library</para>
39705       </listitem>
39706     </itemizedlist>
39707
39708     <para>If your system preferences are set differently your displays may
39709     differ.</para>
39710
39711     <section id="opacsearchresults">
39712       <title>Search Results</title>
39713
39714       <para>To search the OPAC you can either choose to enter your search
39715       words in the box at the top of the OPAC or click on the 'Advanced
39716       Search' link to perform a more detailed search.</para>
39717
39718       <screenshot>
39719         <screeninfo>OPAC Search Box</screeninfo>
39720
39721         <mediaobject>
39722           <imageobject>
39723             <imagedata fileref="images/opac/searchbox.png"/>
39724           </imageobject>
39725         </mediaobject>
39726       </screenshot>
39727
39728       <para>For more on searching check the '<link linkend="searching">Searching</link>' chapter in this manual.</para>
39729
39730       <section id="opacresultsoverview">
39731         <title>Results Overview</title>
39732
39733         <para>After performing a search the number of results found for your
39734         search will appear above the results</para>
39735
39736         <screenshot>
39737           <screeninfo>Total Results</screeninfo>
39738
39739           <mediaobject>
39740             <imageobject>
39741               <imagedata fileref="images/opac/totalresults-rss.png"/>
39742             </imageobject>
39743           </mediaobject>
39744         </screenshot>
39745
39746         <para>By default your search results will be sorted based on your
39747         <link linkend="opacdefaultsort">OPACdefaultSortField and
39748         OPACdefaultSortOrder</link> system preference values. To change this
39749         you can choose another sorting method from the pull down on the
39750         right.</para>
39751
39752         <screenshot>
39753           <screeninfo>Results Sorting Options</screeninfo>
39754
39755           <mediaobject>
39756             <imageobject>
39757               <imagedata fileref="images/opac/sortingresults.png"/>
39758             </imageobject>
39759           </mediaobject>
39760         </screenshot>
39761
39762         <para>Under each title on your results list a series of values from your leader will appear.
39763           It is important to note that this has nothing to do with the item types or collection
39764           codes you have applied to your records, this data is all pulled from your fixed fields.
39765           This can be turned on or off with the <link linkend="DisplayOPACiconsXSLT"
39766             >DisplayOPACiconsXSLT</link> system preference.</para>
39767
39768         <screenshot>
39769           <screeninfo>Leader Visualization</screeninfo>
39770
39771           <mediaobject>
39772             <imageobject>
39773               <imagedata fileref="images/opac/leader.png"/>
39774             </imageobject>
39775           </mediaobject>
39776         </screenshot>
39777
39778         <para>Below each title you will see the availability for the items attached to the record. <note>
39779             <para>Even if you filtered on one library location all locations that hold the item will
39780               appear on the search results.</para>
39781           </note><important>
39782             <para>An item's hold status doesn't not affect whether or not the item is 'available'
39783               until the item is in 'waiting' status. Items with on-shelf holds will show as
39784               available until a librarian has pulled them from the shelf and checked the item in
39785               make it show 'waiting'.</para>
39786           </important></para>
39787
39788         <screenshot>
39789           <screeninfo>Holdings Information</screeninfo>
39790
39791           <mediaobject>
39792             <imageobject>
39793               <imagedata fileref="images/opac/holdings-results.png"/>
39794             </imageobject>
39795           </mediaobject>
39796         </screenshot>
39797
39798         <para>If you have turned on <link linkend="enhancedcontent">Enhanced
39799         Content</link> preferences you may have book jackets on your search
39800         results.</para>
39801
39802         <screenshot>
39803           <screeninfo>Book Jacket on Results</screeninfo>
39804
39805           <mediaobject>
39806             <imageobject>
39807               <imagedata fileref="images/opac/coverresults.png"/>
39808             </imageobject>
39809           </mediaobject>
39810         </screenshot>
39811         <para>If you have set your <link linkend="didyoumean">Did you mean?</link> options you will
39812           see a yellow bar across the top of your results will other related searches.</para>
39813         <screenshot>
39814             <screeninfo>Did you mean?</screeninfo>
39815             <mediaobject>
39816               <imageobject>
39817                 <imagedata fileref="images/opac/didyoumeanopac.png"/>
39818               </imageobject>
39819             </mediaobject>
39820           </screenshot>
39821         <para>If you performed an advanced search you see an option to go back and edit your
39822           advanced search blow the list of results pages.<screenshot>
39823             <screeninfo>Return to the last advanced search</screeninfo>
39824             <mediaobject>
39825               <imageobject>
39826                 <imagedata fileref="images/opac/editadvanced.png"/>
39827               </imageobject>
39828             </mediaobject>
39829           </screenshot></para>
39830       </section>
39831
39832       <section id="opacfilter">
39833         <title>Filters</title>
39834
39835         <para>To filter your results click on the links below the 'Refine Your
39836         Search' menu on the left of your screen</para>
39837
39838         <screenshot>
39839           <screeninfo>Refine Your Results</screeninfo>
39840
39841           <mediaobject>
39842             <imageobject>
39843               <imagedata fileref="images/opac/refineresults.png"/>
39844             </imageobject>
39845           </mediaobject>
39846         </screenshot>
39847         <para>Depending on your setting for the <link linkend="DisplayLibraryFacets"
39848             >DisplayLibraryFacets</link> system preference you will see filters for your home,
39849           holding or both libraries.<screenshot>
39850             <screeninfo>Library Facet</screeninfo>
39851             <mediaobject>
39852               <imageobject>
39853                 <imagedata fileref="images/opac/locationfacet.png"/>
39854               </imageobject>
39855             </mediaobject>
39856           </screenshot></para>
39857         <para>After clicking a facet you can remove that filter from your results by clicking the
39858           small 'x' that appears to the right of the facet.<screenshot>
39859             <screeninfo>Remove library facet</screeninfo>
39860             <mediaobject>
39861               <imageobject>
39862                 <imagedata fileref="images/opac/removefilter.png"/>
39863               </imageobject>
39864             </mediaobject>
39865           </screenshot></para>
39866       </section>
39867
39868       <section id="searchrss">
39869         <title>Search RSS Feeds</title>
39870
39871         <para>You will be able to subscribe to your search results as an RSS
39872         feed by clicking the RSS icon in your address bar or next to the
39873         number of results. To learn more about what RSS feeds are check out
39874         <ulink url="http://www.youtube.com/watch?v=0klgLsSxGsU">this tutorial
39875         video</ulink>.</para>
39876
39877         <screenshot>
39878           <screeninfo>RSS Feed Icon</screeninfo>
39879
39880           <mediaobject>
39881             <imageobject>
39882               <imagedata fileref="images/opac/totalresults-rss.png"/>
39883             </imageobject>
39884           </mediaobject>
39885         </screenshot>
39886
39887         <para>Subscribing to search results as RSS feeds will allow you to see
39888         when a new item is added to the catalog in your area of
39889         interest.</para>
39890       </section>
39891     </section>
39892
39893     <section id="opacbibrec">
39894       <title>Bibliographic Record</title>
39895
39896       <para>When you click on a title from the search results, you're brought
39897       to the bibliographic detail of the record. This page is broken down in
39898       several different areas.</para>
39899
39900       <para>At the top of your screen will be the title and the GMD:</para>
39901
39902       <screenshot>
39903         <screeninfo>Title</screeninfo>
39904
39905         <mediaobject>
39906           <imageobject>
39907             <imagedata fileref="images/opac/bibdetail/bibtitle.png"/>
39908           </imageobject>
39909         </mediaobject>
39910       </screenshot>
39911
39912       <para>Below the title the authors will be listed. These come from your
39913       1xx and 7xx fields. Clicking the author will run a search for other
39914       titles with that author.</para>
39915
39916       <screenshot>
39917         <screeninfo>Author Display</screeninfo>
39918
39919         <mediaobject>
39920           <imageobject>
39921             <imagedata fileref="images/opac/bibdetail/bibauthor.png"/>
39922           </imageobject>
39923         </mediaobject>
39924       </screenshot>
39925
39926       <para>If you have an authority file you will see a magnifying glass to
39927       the right of author (and other) authorities. Clicking that magnifying
39928       glass will take you directly to the authority record.</para>
39929
39930       <screenshot>
39931         <screeninfo>Authority link</screeninfo>
39932
39933         <mediaobject>
39934           <imageobject>
39935             <imagedata fileref="images/opac/bibdetail/authoritylink.png"/>
39936           </imageobject>
39937         </mediaobject>
39938       </screenshot>
39939
39940       <para>If you have your <link linkend="DisplayOPACiconsXSLT">DisplayOPACiconsXSLT</link> preference
39941       set to 'show' you will see a material type that is determined by values
39942       in your fixed fields (learn more in the <link linkend="XSLTiTypes">XSLT
39943       Item Types</link> Appendix).</para>
39944
39945       <screenshot>
39946         <screeninfo>XSLT Item Type</screeninfo>
39947
39948         <mediaobject>
39949           <imageobject>
39950             <imagedata fileref="images/opac/bibdetail/bibleader.png"/>
39951           </imageobject>
39952         </mediaobject>
39953       </screenshot>
39954
39955       <para>Next you'll see the description of the record you're
39956       viewing:</para>
39957
39958       <screenshot>
39959         <screeninfo>Basic Details</screeninfo>
39960
39961         <mediaobject>
39962           <imageobject>
39963             <imagedata fileref="images/opac/bibdetail/bibdetails.png"/>
39964           </imageobject>
39965         </mediaobject>
39966       </screenshot>
39967
39968       <para>Following that information you'll find the subject headings which
39969       can be clicked to search for other titles on similar topics</para>
39970
39971       <screenshot>
39972         <screeninfo>Bibliographic Subjects</screeninfo>
39973
39974         <mediaobject>
39975           <imageobject>
39976             <imagedata fileref="images/opac/bibdetail/bibsubjects.png"/>
39977           </imageobject>
39978         </mediaobject>
39979       </screenshot>
39980
39981       <para>If your record has a table of contents or summary it will appear
39982       next to the 'Summary' or 'Table of Contents' label</para>
39983
39984       <screenshot>
39985         <screeninfo>Summary</screeninfo>
39986
39987         <mediaobject>
39988           <imageobject>
39989             <imagedata fileref="images/opac/bibdetail/bibsummary.png"/>
39990           </imageobject>
39991         </mediaobject>
39992       </screenshot>
39993
39994       <para>If your record has data in the 856 fields you'll see the links to
39995       the right of the 'Online Resources' label</para>
39996
39997       <screenshot>
39998         <screeninfo>Online Resources</screeninfo>
39999
40000         <mediaobject>
40001           <imageobject>
40002             <imagedata fileref="images/opac/bibdetail/biblinks.png"/>
40003           </imageobject>
40004         </mediaobject>
40005       </screenshot>
40006
40007       <para>If the title you're viewing is in a public list then you'll see a
40008       list of those to the right of the 'List(s) this item appears in' label
40009       and if it has tags they will appear below the 'Tags from this library'
40010       label</para>
40011
40012       <screenshot>
40013         <screeninfo>Tags</screeninfo>
40014
40015         <mediaobject>
40016           <imageobject>
40017             <imagedata fileref="images/opac/bibdetail/bibtags.png"/>
40018           </imageobject>
40019         </mediaobject>
40020       </screenshot>
40021
40022       <para>In the tabs below the details you will find your holdings
40023       data</para>
40024
40025       <screenshot>
40026         <screeninfo/>
40027
40028         <mediaobject>
40029           <imageobject>
40030             <imagedata fileref="images/opac/bibdetail/bibholdings.png"/>
40031           </imageobject>
40032         </mediaobject>
40033       </screenshot>
40034
40035       <para>Any notes (5xx fields) that have been cataloged will appear under
40036       'Title Notes'</para>
40037
40038       <screenshot>
40039         <screeninfo>Title notes</screeninfo>
40040
40041         <mediaobject>
40042           <imageobject>
40043             <imagedata fileref="images/opac/bibdetail/bibtitlenotes.png"/>
40044           </imageobject>
40045         </mediaobject>
40046       </screenshot>
40047
40048       <para>If you're allowing comments they will appear in the next
40049       tab</para>
40050
40051       <screenshot>
40052         <screeninfo>Comments</screeninfo>
40053
40054         <mediaobject>
40055           <imageobject>
40056             <imagedata fileref="images/opac/bibdetail/bibcomments.png"/>
40057           </imageobject>
40058         </mediaobject>
40059       </screenshot>
40060
40061       <para>And finally if you have enabled FRBR and you have other editions
40062       of the title in your collection you will see the 'Editions' tab.</para>
40063
40064       <screenshot>
40065         <screeninfo>Editions</screeninfo>
40066
40067         <mediaobject>
40068           <imageobject>
40069             <imagedata fileref="images/opac/bibdetail/bibeditions.png"/>
40070           </imageobject>
40071         </mediaobject>
40072       </screenshot>
40073
40074       <para>To the right of the details you'll find a series of boxes. The
40075       first box is a list of buttons to help navigate the search results. From
40076       there you can see the next or previous result from your search or return
40077       to the results.</para>
40078
40079       <screenshot>
40080         <screeninfo>Search Options</screeninfo>
40081
40082         <mediaobject>
40083           <imageobject>
40084             <imagedata fileref="images/opac/bibdetail/bibsearch.png"/>
40085           </imageobject>
40086         </mediaobject>
40087       </screenshot>
40088
40089       <para>Clicking Browse Results at the top of the right column will open
40090       up your search results on the detail page</para>
40091
40092       <screenshot>
40093         <screeninfo>Search Results</screeninfo>
40094
40095         <mediaobject>
40096           <imageobject>
40097             <imagedata fileref="images/opac/bibdetail/bibbrowseresults.png"/>
40098           </imageobject>
40099         </mediaobject>
40100       </screenshot>
40101
40102       <para>Below the search buttons you'll find the links to place a hold,
40103       print the record, save the record to your lists, or add it to your
40104       cart</para>
40105
40106       <screenshot>
40107         <screeninfo>More options</screeninfo>
40108
40109         <mediaobject>
40110           <imageobject>
40111             <imagedata fileref="images/opac/bibdetail/biboptions.png"/>
40112           </imageobject>
40113         </mediaobject>
40114       </screenshot>
40115
40116       <para>Clicking 'More Searches' will show the list of libraries you
40117       entered in your <link linkend="OPACSearchForTitleIn">OPACSearchForTitleIn</link>
40118       preference</para>
40119
40120       <screenshot>
40121         <screeninfo>More Searches</screeninfo>
40122
40123         <mediaobject>
40124           <imageobject>
40125             <imagedata fileref="images/opac/bibdetail/bibmoresearch.png"/>
40126           </imageobject>
40127         </mediaobject>
40128       </screenshot>
40129
40130       <para>Under the 'Save Record' label you will find a series of file
40131       formats you can save the record as. This list can be customized by
40132       altering the <link linkend="OpacExportOptions">OpacExportOptions</link>
40133       system preference.</para>
40134
40135       <screenshot>
40136         <screeninfo>Save Record</screeninfo>
40137
40138         <mediaobject>
40139           <imageobject>
40140             <imagedata fileref="images/opac/bibdetail/bibsave.png"/>
40141           </imageobject>
40142         </mediaobject>
40143       </screenshot>
40144
40145       <para>If at any time you want to change the view from the 'Normal' view
40146       to see the Marc or the ISBD you can click the tabs across the top of the
40147       record</para>
40148
40149       <screenshot>
40150         <screeninfo>Record Views</screeninfo>
40151
40152         <mediaobject>
40153           <imageobject>
40154             <imagedata fileref="images/opac/bibdetail/bibviews.png"/>
40155           </imageobject>
40156         </mediaobject>
40157       </screenshot>
40158     </section>
40159
40160     <section id="opaclistscart">
40161       <title>Lists &amp; Cart</title>
40162
40163       <para>A cart is a temporary holding place for records you're interested
40164       in finding during this session. That means that once you log out of the
40165       OPAC or close the browser you lose the items in your cart. A list is a
40166       more permanent location for saving items. To learn more about lists,
40167       check the <link linkend="stafflists">Lists in the Staff Client</link>
40168       chapter of this manual.</para>
40169
40170       <section id="opaclists">
40171         <title>Lists</title>
40172
40173         <para>Patrons can manage their own private lists by visiting the 'my
40174         lists' section of their account.</para>
40175
40176         <screenshot>
40177           <screeninfo>Lists Management</screeninfo>
40178
40179           <mediaobject>
40180             <imageobject>
40181               <imagedata fileref="images/opac/nolists.png"/>
40182             </imageobject>
40183           </mediaobject>
40184         </screenshot>
40185
40186         <section id="opacaddlists">
40187           <title>Creating Lists</title>
40188
40189           <para>Lists can also be created by choosing the 'New List' option in
40190           the 'Add to' menu on the search results</para>
40191
40192           <screenshot>
40193             <screeninfo>Add to New List</screeninfo>
40194
40195             <mediaobject>
40196               <imageobject>
40197                 <imagedata fileref="images/opac/addtonewlist.png"/>
40198               </imageobject>
40199             </mediaobject>
40200           </screenshot>
40201
40202           <para>To create a list the patron simply needs to click the 'New
40203           List' link and populate the form that appears</para>
40204
40205           <screenshot>
40206             <screeninfo>Create a new list</screeninfo>
40207
40208             <mediaobject>
40209               <imageobject>
40210                 <imagedata fileref="images/opac/publiclistpermissions.png"/>
40211               </imageobject>
40212             </mediaobject>
40213           </screenshot>
40214
40215           <para>The only field required is the 'List Name,' but the patron can also choose how they
40216             want the list sorted and if the list is public or private.<itemizedlist>
40217               <listitem>
40218                 <para>A Private List is managed by you and can be seen only by you (depending on
40219                   your permissions settings below)</para>
40220               </listitem>
40221               <listitem>
40222                 <para>A Public List can be seen by everybody, but managed only by you (depending on
40223                   your permissions settings below)</para>
40224               </listitem>
40225             </itemizedlist><important>
40226               <para>If you aren't allowing patrons to create public lists with the <link linkend="OpacAllowPublicListCreation">OpacAllowPublicListCreation</link>
40227                 preference then patrons will only be able to create private lists.</para>
40228               <screenshot>
40229                 <screeninfo>Create a new private list</screeninfo>
40230                 <mediaobject>
40231                   <imageobject>
40232                     <imagedata fileref="images/opac/newlist.png"/>
40233                   </imageobject>
40234                 </mediaobject>
40235               </screenshot>
40236             </important></para>
40237           <itemizedlist>
40238             <listitem>
40239               <para>Finally decide what your permissions will be on the list. You can all or disallow:<itemizedlist>
40240                   <listitem>
40241                     <para>anyone else to add entries</para>
40242                   </listitem>
40243                   <listitem>
40244                     <para>anyone to remove his own contributed entries<itemizedlist>
40245                         <listitem>
40246                           <note>
40247                             <para>The owner of a list is always allowed to add entries, but needs
40248                               permission to remove.</para>
40249                           </note>
40250                         </listitem>
40251                       </itemizedlist></para>
40252                   </listitem>
40253                   <listitem>
40254                     <para>anyone to remove other contributed entries     </para>
40255                   </listitem>
40256                 </itemizedlist></para>
40257             </listitem>
40258           </itemizedlist>
40259         </section>
40260
40261         <section id="opacaddtolists">
40262           <title>Adding titles to Lists</title>
40263
40264           <para>Titles can be added to lists from the search results and/or
40265           from the bibliographic record. On the search results options to add
40266           items to the list appear below each result and across the top of the
40267           results page</para>
40268
40269           <screenshot>
40270             <screeninfo>Add to Lists from Results</screeninfo>
40271
40272             <mediaobject>
40273               <imageobject>
40274                 <imagedata fileref="images/opac/addtolistcart.png"/>
40275               </imageobject>
40276             </mediaobject>
40277           </screenshot>
40278
40279           <para>To add a single title to a list, click the 'Save to Lists'
40280           option and then choose the list you'd like to add the title to. To
40281           add multiple titles to a list check the boxes on the left of the
40282           titles you want to add and then choose the list you want to add the
40283           titles to from the 'Add too' pull down at the top of the
40284           screen.</para>
40285         </section>
40286
40287         <section id="listscontent">
40288           <title>Viewing Lists Contents</title>
40289
40290           <para>To view the contents of a list, click on the list name under
40291           the Lists button.</para>
40292
40293           <screenshot>
40294             <screeninfo>Lists</screeninfo>
40295
40296             <mediaobject>
40297               <imageobject>
40298                 <imagedata fileref="images/opac/chooselist.png"/>
40299               </imageobject>
40300             </mediaobject>
40301           </screenshot>
40302
40303           <para>The contents of the list will look similar to your search
40304           results pages except that there will be different menu options
40305           across the top of the list.</para>
40306
40307           <screenshot>
40308             <screeninfo>List View</screeninfo>
40309
40310             <mediaobject>
40311               <imageobject>
40312                 <imagedata fileref="images/opac/listview.png"/>
40313               </imageobject>
40314             </mediaobject>
40315           </screenshot>
40316           <para>To the right of the list title there is an RSS icon that will allow you to subscribe
40317             to updates to the list.</para>
40318
40319           <para>Using the menu options above the list you can place multiple
40320           items on hold, download the list contents, email the list or print
40321           the list out.</para>
40322
40323           <itemizedlist>
40324             <listitem>
40325               <para>To place a hold on one or more list items check the box to
40326               the left of the item and click the 'Place Hold' link at the
40327               top</para>
40328             </listitem>
40329
40330             <listitem>
40331               <para>To download the list contents click the 'Download List'
40332               link and choose the format you'd like to download the list
40333               in</para>
40334             </listitem>
40335
40336             <listitem>
40337               <para>To email the list contents to someone, click the 'Send List' link and enter in
40338                 your email details in the form that pops up (<link linkend="examplelistemail">view a
40339                   sample Lists email</link>)</para>
40340
40341               <screenshot>
40342                 <screeninfo>Email List Contents</screeninfo>
40343
40344                 <mediaobject>
40345                   <imageobject>
40346                     <imagedata fileref="images/opac/emailist.png"/>
40347                   </imageobject>
40348                 </mediaobject>
40349               </screenshot>
40350             </listitem>
40351
40352             <listitem>
40353               <para>To print the contents of your list out click the 'Print List' link</para>
40354             </listitem>
40355           </itemizedlist>
40356         </section>
40357
40358         <section id="opacmanagelists">
40359           <title>Managing Lists</title>
40360
40361           <para>Once the list is saved patrons can begin adding items to it.
40362           From the 'my lists' tab on the patron record the patron can edit and
40363           delete the lists they have created by clicking the appropriate link
40364           to the right of the list name.</para>
40365
40366           <screenshot>
40367             <screeninfo>My Lists</screeninfo>
40368
40369             <mediaobject>
40370               <imageobject>
40371                 <imagedata fileref="images/opac/mylists.png"/>
40372               </imageobject>
40373             </mediaobject>
40374           </screenshot>
40375
40376           <para>To edit the list's title or sorting patrons click the 'Edit'
40377           link to the right of the list description.</para>
40378
40379           <screenshot>
40380             <screeninfo>Editing List</screeninfo>
40381
40382             <mediaobject>
40383               <imageobject>
40384                 <imagedata fileref="images/opac/editlist.png"/>
40385               </imageobject>
40386             </mediaobject>
40387           </screenshot>
40388
40389           <para>When clicking 'Delete' next to a list you will be asked to
40390           confirm that you want to delete the list.</para>
40391
40392           <screenshot>
40393             <screeninfo>Delete list confirmation</screeninfo>
40394
40395             <mediaobject>
40396               <imageobject>
40397                 <imagedata fileref="images/opac/deletelist.png"/>
40398               </imageobject>
40399             </mediaobject>
40400           </screenshot>
40401
40402           <para>The list will not be deleted until the 'Confirm' button is
40403           clicked to the right of the list you'd like to delete.</para>
40404
40405           <para>If the library is allowing you to share private lists with the <link
40406               linkend="OpacAllowSharingPrivateLists">OpacAllowSharingPrivateLists</link> preference
40407             then you will see the 'Share' link on your list of lists and the 'Share list' link at
40408             the top of each individual list. Clicking this will ask you to enter the email address
40409             of a patron.<screenshot>
40410               <screeninfo>Share list</screeninfo>
40411               <mediaobject>
40412                 <imageobject>
40413                   <imagedata fileref="images/opac/sharelist.png"/>
40414                 </imageobject>
40415               </mediaobject>
40416             </screenshot></para>
40417           <para>Once the email address is entered Koha will present you with a confirmation message </para>
40418           <screenshot>
40419             <screeninfo>Share list confirmation</screeninfo>
40420             <mediaobject>
40421               <imageobject>
40422                 <imagedata fileref="images/opac/shareconfirmation.png"/>
40423               </imageobject>
40424             </mediaobject>
40425           </screenshot>
40426           <para>and will send a message to that patron.</para>
40427         </section>
40428       </section>
40429
40430       <section id="opaccart">
40431         <title>Cart</title>
40432
40433         <para/>
40434
40435         <section id="opacaddtocart">
40436           <title>Adding titles to the Cart</title>
40437
40438           <para>Titles can be added to the cart from the search results and/or
40439           from the bibliographic record. On the search results options to add
40440           items to the cart appear below each result and across the top of the
40441           results page</para>
40442
40443           <screenshot>
40444             <screeninfo>Add to Cart on Search Results</screeninfo>
40445
40446             <mediaobject>
40447               <imageobject>
40448                 <imagedata fileref="images/opac/addtolistcart.png"/>
40449               </imageobject>
40450             </mediaobject>
40451           </screenshot>
40452
40453           <para>Clicking the 'Add to Cart' button will add the one title to
40454           your cart. To add multiple titles at once, check the box to the left
40455           of each result and then choose 'Cart' from the 'Add to' pull down at
40456           the top of the screen. Once titles are added to the cart you will be
40457           presented with a confirmation</para>
40458
40459           <screenshot>
40460             <screeninfo>Items added to Cart</screeninfo>
40461
40462             <mediaobject>
40463               <imageobject>
40464                 <imagedata fileref="images/opac/addedtocart.png"/>
40465               </imageobject>
40466             </mediaobject>
40467           </screenshot>
40468           <para>From the results you will see which items are in your cart and will be able to
40469             remove those items by clicking '(remove)'.<screenshot>
40470               <screeninfo>Item in your cart</screeninfo>
40471               <mediaobject>
40472                 <imageobject>
40473                   <imagedata fileref="images/opac/iteminyourcart.png"/>
40474                 </imageobject>
40475               </mediaobject>
40476             </screenshot></para>
40477         </section>
40478
40479         <section id="manageopaccart">
40480           <title>Managing the Cart</title>
40481
40482           <para>Once you have titles in your cart you can manage the contents by clicking on the
40483             'Cart' button usually found at the top of the screen. Your cart will open in a new
40484             window.</para>
40485
40486           <screenshot>
40487             <screeninfo>Contents of your cart</screeninfo>
40488
40489             <mediaobject>
40490               <imageobject>
40491                 <imagedata fileref="images/opac/cartcontents.png"/>
40492               </imageobject>
40493             </mediaobject>
40494           </screenshot>
40495
40496           <para>From this window you are presented with several options.
40497           Across the top of the cart are several buttons.</para>
40498
40499           <para>First is the 'More details' button. Clicking this will show you additional
40500             information about the titles in your cart (ISBNs, Subjects, Publisher Info, Notes and more).<screenshot>
40501               <screeninfo>More details in the cart</screeninfo>
40502               <mediaobject>
40503                 <imageobject>
40504                   <imagedata fileref="images/opac/cartmoredetails.png"/>
40505                 </imageobject>
40506               </mediaobject>
40507             </screenshot></para>
40508
40509           <para>Next is the option to send the contents of your cart to an email address. This is
40510             handy if you want to send the resources you found at the library to your home email
40511             account to refer to later or to send to a patron researching a specific topic. Clicking
40512             this link will open up a new window that asks for the email address and message to send.
40513               <link linkend="examplecartemail">View a sample Cart email</link>.</para>
40514
40515           <screenshot>
40516             <screeninfo>Email Cart</screeninfo>
40517
40518             <mediaobject>
40519               <imageobject>
40520                 <imagedata fileref="images/opac/emailcart.png"/>
40521               </imageobject>
40522             </mediaobject>
40523           </screenshot>
40524           <important>
40525             <para>The cart can only be emailed by logged in users. This will prevent your cart email
40526               function from being used for spamming.</para>
40527           </important>
40528
40529           <para>In addition to sending your cart you can download the contents
40530           of your cart in several pre-defined formats or using a <link linkend="csvprofiles">CSV Profile</link> that you defined in the
40531           Tools module.</para>
40532
40533           <screenshot>
40534             <screeninfo>Download Cart</screeninfo>
40535
40536             <mediaobject>
40537               <imageobject>
40538                 <imagedata fileref="images/opac/downloadcart.png"/>
40539               </imageobject>
40540             </mediaobject>
40541           </screenshot>
40542
40543           <para>Finally you can print out the contents of your cart by
40544           choosing the 'Print' link.</para>
40545
40546           <para>In addition to the various different ways to save the contents
40547           of your cart, there are ways to add value to the data in your cart.
40548           By selecting one or more titles from the cart you can add them to a
40549           list (click 'Add to a List'), place hold(s) (click 'Place hold'), or
40550           tag them (click 'Tag'). All of these operations follow the same
40551           procedure as they do when performing them in the OPAC.</para>
40552         </section>
40553       </section>
40554     </section>
40555
40556     <section id="opacplacehold">
40557       <title>Placing Holds</title>
40558
40559       <para>Patrons can place holds on items via the OPAC if they're logged in
40560       and you have the <link linkend="RequestOnOpac">RequestOnOpac</link>
40561       preference set to 'Allow'. If the item can be placed on hold the option
40562       to place it on hold will appear in several different places.</para>
40563
40564       <itemizedlist>
40565         <listitem>
40566           <para>When viewing a list or search results page you'll see the
40567           option to place hold on multiple items by checking the boxes to the
40568           left of the results and clicking 'Place Hold' at the top</para>
40569
40570           <screenshot>
40571             <screeninfo>Place Hold from Results</screeninfo>
40572
40573             <mediaobject>
40574               <imageobject>
40575                 <imagedata fileref="images/opac/opacplaceholdresults.png"/>
40576               </imageobject>
40577             </mediaobject>
40578           </screenshot>
40579         </listitem>
40580
40581         <listitem>
40582           <para>When viewing a list or search results page you'll see the
40583           option to place the item on hold below the basic information about
40584           the title</para>
40585
40586           <screenshot>
40587             <screeninfo>Place Hold</screeninfo>
40588
40589             <mediaobject>
40590               <imageobject>
40591                 <imagedata fileref="images/opac/opacplaceholdsindiv.png"/>
40592               </imageobject>
40593             </mediaobject>
40594           </screenshot>
40595         </listitem>
40596
40597         <listitem>
40598           <para>When viewing an individual title you'll see the option to
40599           place a hold in the box on the right side of the screen</para>
40600
40601           <screenshot>
40602             <screeninfo>Place Hold</screeninfo>
40603
40604             <mediaobject>
40605               <imageobject>
40606                 <imagedata fileref="images/opac/opacplaceholdsdetail.png"/>
40607               </imageobject>
40608             </mediaobject>
40609           </screenshot>
40610         </listitem>
40611       </itemizedlist>
40612
40613       <para>No matter which of the above links you click to place your hold
40614       you'll be brought to the same hold screen.</para>
40615
40616       <screenshot>
40617         <screeninfo>Place Hold Form</screeninfo>
40618
40619         <mediaobject>
40620           <imageobject>
40621             <imagedata fileref="images/opac/opacplacehold.png"/>
40622           </imageobject>
40623         </mediaobject>
40624       </screenshot>
40625
40626       <itemizedlist>
40627         <listitem>
40628           <para>Check the box to the left of the items you'd like to place on
40629           hold</para>
40630         </listitem>
40631
40632         <listitem>
40633           <para>The title includes a link back to the detail page for the
40634           record</para>
40635         </listitem>
40636
40637         <listitem>
40638           <para>The priority shows where in the holds queue this hold will
40639           fall</para>
40640         </listitem>
40641         <listitem>
40642           <para>If allowed by your <link linkend="OPACAllowUserToChooseBranch"
40643               >OPACAllowUserToChooseBranch</link> preference the patron can choose where they'd like
40644             to pick up their hold</para>
40645         </listitem>
40646         <listitem>
40647           <para>If you would like to see more options you can click 'Show more options'</para>
40648
40649
40650           <para>
40651             <screenshot>
40652               <screeninfo>Place Hold Form with More Options</screeninfo>
40653               <mediaobject>
40654                 <imageobject>
40655                   <imagedata fileref="images/opac/opacplaceholdmore.png"/>
40656                 </imageobject>
40657               </mediaobject>
40658             </screenshot>
40659           </para>
40660         </listitem>
40661         <listitem>
40662           <para>If allowed by your <link linkend="OPACAllowHoldDateInFuture"
40663               >OPACAllowHoldDateInFuture</link> preference, the 'Hold Starts on Date' column will
40664             show. This field allows the patron to have their hold start on a future date.</para>
40665         </listitem>
40666
40667         <listitem>
40668           <para>By default holds placed in the system remain until canceled,
40669           but if the patron fills in a 'Hold Not Needed After' date then the
40670           hold has an expiration date.</para>
40671
40672           <itemizedlist>
40673             <listitem>
40674               <important>
40675                 <para>Expired holds are removed by the <link linkend="expiredholdscron">Expired Holds Cron Job</link>, this
40676                 is not an automatic process and must be set up by your system
40677                 administrator</para>
40678               </important>
40679             </listitem>
40680           </itemizedlist>
40681         </listitem>
40682
40683         <listitem>
40684           <para>If allowed by the <link linkend="OpacHoldNotes">OpacHoldNotes</link> preference then
40685             patrons can leave notes about their holds for the library by clicking the 'Edit notes' button</para>
40686           <screenshot>
40687               <screeninfo>Hold notes</screeninfo>
40688               <mediaobject>
40689                 <imageobject>
40690                   <imagedata fileref="images/opac/holdnote.png"/>
40691                 </imageobject>
40692               </mediaobject>
40693             </screenshot>
40694         </listitem>
40695         <listitem>
40696           <para>Depending on the rules you set regarding item specific holds in your <link
40697               linkend="circfinerules">circulation and fines rules</link> the patron will be allowed
40698             to choose whether to place the hold on the next available copy and/or a specific
40699             copy</para>
40700           <screenshot>
40701             <screeninfo>Specific Copy Hold</screeninfo>
40702             <mediaobject>
40703               <imageobject>
40704                 <imagedata fileref="images/opac/opacplaceholdspecific.png"/>
40705               </imageobject>
40706             </mediaobject>
40707           </screenshot>
40708         </listitem>
40709       </itemizedlist>
40710
40711       <para>After clicking the Place Hold button the patron will be brought to
40712       their account page where they'll see all of the items they have on
40713       hold.</para>
40714     </section>
40715
40716     <section id="opacenhancedcontent">
40717       <title>Enhanced Content</title>
40718
40719       <para/>
40720
40721       <section id="opactagging">
40722         <title>Tagging</title>
40723
40724         <para>Depending on your settings for the <link linkend="TagsEnabled">TagsEnabled</link>, <link linkend="TagsInputOnList">TagsInputOnList</link> and <link linkend="TagsInputOnDetail">TagsInputOnDetail</link> preferences you
40725         may be able to add tags to bibliographic records from the search
40726         results and/or bibliographic records. If you are allowing patrons to
40727         add tags from the search results screen you will see an input box
40728         below each result and a 'Tag' option at the top of the screen.</para>
40729
40730         <screenshot>
40731           <screeninfo>Tagging Options on Results</screeninfo>
40732
40733           <mediaobject>
40734             <imageobject>
40735               <imagedata fileref="images/opac/tags-results.png"/>
40736             </imageobject>
40737           </mediaobject>
40738         </screenshot>
40739
40740         <para>To add a tag to one item, type the tabs (separated by commas) in
40741         the 'New tag' box and click 'Add'. You will be presented with a
40742         confirmation of your tags being added.</para>
40743
40744         <screenshot>
40745           <screeninfo>Tags Added on Results</screeninfo>
40746
40747           <mediaobject>
40748             <imageobject>
40749               <imagedata fileref="images/opac/tagsadded-results.png"/>
40750             </imageobject>
40751           </mediaobject>
40752         </screenshot>
40753
40754         <para>From the results you can also tag items in bulk by clicking the
40755         checkboxes on the left and then clicking the 'Tag' button at the top.
40756         After clicking the button it will change into an input box for you to
40757         add tags to all of the items you have selected.</para>
40758
40759         <screenshot>
40760           <screeninfo>Add Tags to Multiple Items</screeninfo>
40761
40762           <mediaobject>
40763             <imageobject>
40764               <imagedata fileref="images/opac/tagaddmultiple-results.png"/>
40765             </imageobject>
40766           </mediaobject>
40767         </screenshot>
40768       </section>
40769
40770       <section id="opaccomments">
40771         <title>Comments</title>
40772
40773         <para>Patrons can leave comments in the OPAC if you have the <link linkend="reviewson">reviewson</link> preference set to allow this.
40774         Each bibliographic record has a comments tab below the bibliographic
40775         information.</para>
40776
40777         <screenshot>
40778           <screeninfo>Comments Tab</screeninfo>
40779
40780           <mediaobject>
40781             <imageobject>
40782               <imagedata fileref="images/opac/commentstab.png"/>
40783             </imageobject>
40784           </mediaobject>
40785         </screenshot>
40786
40787         <para>If the patron is logged in they will see a link to add a comment
40788         to the item. Clicking this link will open a pop up window with a box
40789         for their comments.</para>
40790
40791         <screenshot>
40792           <screeninfo>Add a Comment</screeninfo>
40793
40794           <mediaobject>
40795             <imageobject>
40796               <imagedata fileref="images/opac/addcomment.png"/>
40797             </imageobject>
40798           </mediaobject>
40799         </screenshot>
40800
40801         <para>Once the comment has been typed and the 'Submit' button clicked,
40802         the patron will see their comment as pending and other patrons will
40803         simply see that there are no comments on the item.</para>
40804
40805         <screenshot>
40806           <screeninfo>Pending Comment</screeninfo>
40807
40808           <mediaobject>
40809             <imageobject>
40810               <imagedata fileref="images/opac/commentpending.png"/>
40811             </imageobject>
40812           </mediaobject>
40813         </screenshot>
40814
40815         <para>Once the comment is approved the patron will see the number of comments on the
40816           'Comments' tab and their comment labeled amongst the other comments. If you have set your
40817             <link linkend="ShowReviewerPhoto">ShowReviewerPhoto</link> preference to 'Show' then
40818           you'll see the patron's photo pulled from the <ulink url="https://www.libravatar.org"
40819             >Libravatar</ulink> library.</para>
40820
40821         <screenshot>
40822           <screeninfo>Your Comments</screeninfo>
40823
40824           <mediaobject>
40825             <imageobject>
40826               <imagedata fileref="images/opac/yourcomment.png"/>
40827             </imageobject>
40828           </mediaobject>
40829         </screenshot>
40830
40831         <para>Other patrons will see the comment with the name of the patron
40832         who left the comment (unless you have set the <link linkend="ShowReviewer">ShowReviewer</link> preference to not show
40833         patron names).</para>
40834
40835         <screenshot>
40836           <screeninfo>Comment by other patron</screeninfo>
40837
40838           <mediaobject>
40839             <imageobject>
40840               <imagedata fileref="images/opac/commentby.png"/>
40841             </imageobject>
40842           </mediaobject>
40843         </screenshot>
40844
40845         <para>If you have your <link linkend="OpacShowRecentComments">OpacShowRecentComments</link>
40846           set to show then you'll see the approved comments on that page.</para>
40847
40848         <screenshot>
40849           <screeninfo>Recent Comments List</screeninfo>
40850
40851           <mediaobject>
40852             <imageobject>
40853               <imagedata fileref="images/opac/recentcomments.png"/>
40854             </imageobject>
40855           </mediaobject>
40856         </screenshot>
40857         <para>From this page patrons can subscribe to the recent comments using RSS if they would
40858           like.</para>
40859       </section>
40860
40861       <section id="zotero">
40862         <title>Zotero</title>
40863
40864         <para>Zotero is a Firefox add on that allows for the saving and
40865         generating of a bibliography. Learn more about and download Zotero at
40866         <ulink url="http://zotero.org">http://zotero.org</ulink>.</para>
40867
40868         <para>When on the search results in the Koha OPAC, if you have Zotero
40869         installed, you will see a folder icon in the address bar to the right
40870         of the URL. Clicking that folder will open up a list of titles on the
40871         page for you to pick from to add to Zotero.</para>
40872
40873         <screenshot>
40874           <screeninfo>Zotero pop up</screeninfo>
40875
40876           <mediaobject>
40877             <imageobject>
40878               <imagedata fileref="images/opac/zoteroaddressbar.png"/>
40879             </imageobject>
40880           </mediaobject>
40881         </screenshot>
40882
40883         <para>Select the titles you want to add to Zotero and then click the
40884         'OK' button. This will add the title to Zotero. You can see the title
40885         by opening your Zotero library.</para>
40886
40887         <screenshot>
40888           <screeninfo>Title in the Zotero Library</screeninfo>
40889
40890           <mediaobject>
40891             <imageobject>
40892               <imagedata fileref="images/opac/zoterotitle.png"/>
40893             </imageobject>
40894           </mediaobject>
40895         </screenshot>
40896       </section>
40897
40898       <section id="customrss">
40899         <title>Custom RSS Feeds</title>
40900
40901         <para>Using misc/cronjobs/rss/rss.pl you can generate an RSS feed for
40902         any SQL query (for example a new acquisitions RSS feed). rss.pl is run
40903         on the command line to produce an RSS XML document.</para>
40904
40905         <para>The output should be placed in a directory accessible to the
40906         OPAC (or staff) web interface so that users can download the RSS
40907         feed.</para>
40908
40909         <para>An example of usage can be found at: misc/cronjobs/rss.pl
40910         lastAcquired.conf</para>
40911
40912         <para>Normally rss.pl should be run periodically (e.g., daily) to keep
40913         the feed up-to-date.</para>
40914
40915         <para>The configuration file (e.g., lastAcquired.conf) lists</para>
40916
40917         <itemizedlist>
40918           <listitem>
40919             <para>name of the template file to use</para>
40920           </listitem>
40921
40922           <listitem>
40923             <para>path of output file</para>
40924           </listitem>
40925
40926           <listitem>
40927             <para>SQL query</para>
40928           </listitem>
40929         </itemizedlist>
40930
40931         <para>rss.pl runs the SQL query, then feeds the output of the query
40932         through the template to produce the output file.</para>
40933
40934         <para><important>
40935             <para>To use custom RSS feeds you need to turn on the rss.pl cron job.</para>
40936           </important></para>
40937       </section>
40938     </section>
40939     <section id="selfregistration">
40940       <title>OPAC Self Registration</title>
40941       <para>If you allow it, patrons can register for their own accounts via the OPAC.  If you have
40942         the <link linkend="PatronSelfRegistration">PatronSelfRegistration</link> preference set to
40943         'Allow' then patrons will see a link to register below the log in box on the right of the
40944         main OPAC page.</para>
40945       <screenshot>
40946           <screeninfo>Registration link in OPAC</screeninfo>
40947           <mediaobject>
40948             <imageobject>
40949               <imagedata fileref="images/opac/PatronSelfRegistration.png"/>
40950             </imageobject>
40951           </mediaobject>
40952         </screenshot>
40953       <para>When the patron clicks the 'Register here' link they will be brough to a registration
40954         page. The options on the registration page can be conrolled by editing the <link
40955           linkend="PatronSelfRegistrationBorrowerMandatoryField"
40956           >PatronSelfRegistrationBorrowerMandatoryField</link> and the <link
40957           linkend="PatronSelfRegistrationBorrowerUnwantedField"
40958           >PatronSelfRegistrationBorrowerUnwantedField</link> preferences.</para>
40959       <screenshot>
40960           <screeninfo>Registration form</screeninfo>
40961           <mediaobject>
40962             <imageobject>
40963               <imagedata fileref="images/opac/patronregistration.png"/>
40964             </imageobject>
40965           </mediaobject>
40966         </screenshot>
40967       <para>Once the patron has confirmed submitted their registration they will either be sent an
40968         email to confirm their account (if you have the <link linkend="PatronSelfRegistrationVerifyByEmail">PatronSelfRegistrationVerifyByEmail</link>
40969         preference to require this) or presented with their new username and password.</para>
40970       <screenshot>
40971           <screeninfo>New account confirmation</screeninfo>
40972           <mediaobject>
40973             <imageobject>
40974               <imagedata fileref="images/opac/patronregistrationcomplete.png"/>
40975             </imageobject>
40976           </mediaobject>
40977         </screenshot>
40978       <para>Patrons registered in this way will not have a cardnumber until assigned one by the
40979         library, but will have access to all OPAC functionality immediately. For this reason it is
40980         recommended that you:<itemizedlist>
40981           <listitem>
40982             <para>set up a provisional <link linkend="addingpatroncat">patron category</link> for
40983               self registered patrons (such as 'Self Registered) instead of using an existing patron
40984               category and set that value in the <link
40985                 linkend="PatronSelfRegistrationDefaultCategory"
40986                 >PatronSelfRegistrationDefaultCategory</link> preference</para>
40987           </listitem>
40988           <listitem>
40989             <para>give this patron category minimal circulation privileges in the <link
40990                 linkend="circfinerules">Circulation and Fine Rules</link> (such as allowing a couple
40991               holds, but no check outs)</para>
40992           </listitem>
40993         </itemizedlist>That way patrons will either have to come in to the library to verify their
40994         identity before given a cardnumber and the ability to check items out or the library will
40995         have to come up with internal policy on generating cardnumbers before providing them to self
40996         registered patrons. Once this is done the library can change the category to one that is
40997         more appropriate (be it an adult, resident, non resident, student, etc) and add a
40998         cardnumber/barcode.</para>
40999     </section>
41000
41001     <section id="opacmyaccount">
41002       <title>My Account</title>
41003
41004       <para>From the OPAC patrons can log in and access their account if you
41005       have set the <link linkend="opacuserlogin">opacuserlogin</link>
41006       preference to 'Allow'. Once logged in patrons are brought to their
41007       account summary. If you would like to get to your account in the OPAC,
41008       you can click on your name in the top right of any page in the
41009       OPAC.</para>
41010       <section id="resetpwopac">
41011         <title>Resetting your password</title>
41012         <para>If you have the <link linkend="OpacResetPassword">OpacResetPassword</link> set to
41013           allow patrons to reset their password they can click 'Forgot your password?' link found
41014           under the log in box to reset their passwords.</para>
41015         <screenshot>
41016           <screeninfo>'Forgot your password?' link</screeninfo>
41017           <mediaobject>
41018             <imageobject>
41019               <imagedata fileref="images/opac/forgotpwlink.png"/>
41020             </imageobject>
41021           </mediaobject>
41022         </screenshot>
41023         <para>Once clicked they will be presented with a form asking for their username and their
41024           email address (patrons must have an email address on file to reset their password).<screenshot>
41025             <screeninfo>Recover password</screeninfo>
41026             <mediaobject>
41027               <imageobject>
41028                 <imagedata fileref="images/opac/resetpw.png"/>
41029               </imageobject>
41030             </mediaobject>
41031           </screenshot></para>
41032         <para>The system will then email the patron instructions for resetting their password.<screenshot>
41033             <screeninfo>Reset password confirmation</screeninfo>
41034             <mediaobject>
41035               <imageobject>
41036                 <imagedata fileref="images/opac/resetconfirm.png"/>
41037               </imageobject>
41038             </mediaobject>
41039           </screenshot></para>
41040       </section>
41041
41042       <section id="opacmysummary">
41043         <title>My Summary</title>
41044
41045         <screenshot>
41046           <screeninfo>My Summary</screeninfo>
41047
41048           <mediaobject>
41049             <imageobject>
41050               <imagedata fileref="images/opac/myaccount.png"/>
41051             </imageobject>
41052           </mediaobject>
41053         </screenshot>
41054
41055         <para>From the 'my summary' tab, patrons will see all of the items
41056         they have checked out with the overdue items highlighted in red. If
41057         you have <link linkend="OpacRenewalAllowed">OpacRenewalAllowed</link>
41058         set to 'Allow' then your patrons will be able to renew their books
41059         right from the OPAC. If you have HTML entered in the <link linkend="OPACMySummaryHTML">OPACMySummaryHTML</link> preference then
41060         you will see that to the right of the 'Fines' column.</para>
41061
41062         <screenshot>
41063           <screeninfo>Checked out tab with OPACMySummaryHTML set</screeninfo>
41064
41065           <mediaobject>
41066             <imageobject>
41067               <imagedata fileref="images/opac/opacsummary-wlinks.png"/>
41068             </imageobject>
41069           </mediaobject>
41070         </screenshot>
41071
41072         <para id="barcodeattribute">If your patrons would like to see the items barcodes on their
41073           list of checked out items you can set up a <link linkend="patronattributetypes">patron
41074             attribute</link> with the value of SHOW_BCODE and <link linkend="authorizedvalues"
41075             >authorized value</link> of YES_NO.</para>
41076
41077         <screenshot>
41078           <screeninfo>Add SHOW_BCODE patron attribute</screeninfo>
41079
41080           <mediaobject>
41081             <imageobject>
41082               <imagedata fileref="images/opac/SHOW_BCODEadd.png"/>
41083             </imageobject>
41084           </mediaobject>
41085         </screenshot>
41086
41087         <para>Then on the <link linkend="editpatrons">patron's record set the
41088         value</link> for SHOW_BCODE to yes.</para>
41089
41090         <screenshot>
41091           <screeninfo>Setting value for SHOW_BCODE on patron
41092           record</screeninfo>
41093
41094           <mediaobject>
41095             <imageobject>
41096               <imagedata fileref="images/opac/SHOW_BCODEattribute.png"/>
41097             </imageobject>
41098           </mediaobject>
41099         </screenshot>
41100
41101         <para>This will add a column to the check out summary in the OPAC that
41102         shows the patrons the barcodes of the items they have checked
41103         out.</para>
41104
41105         <screenshot>
41106           <screeninfo>Barcode number on checkout list in OPAC</screeninfo>
41107
41108           <mediaobject>
41109             <imageobject>
41110               <imagedata fileref="images/opac/barcodeoncheckouts.png"/>
41111             </imageobject>
41112           </mediaobject>
41113         </screenshot>
41114         <para>If their guarantee has allowed it via <link linkend="opacmyprivacy">their
41115             privacy</link>, when the guarantor logs in they will see a tab labeled "Relatives'
41116           checkouts" on their summary tab.<screenshot>
41117             <screeninfo>Relatives' checkouts</screeninfo>
41118             <mediaobject>
41119               <imageobject>
41120                 <imagedata fileref="images/opac/relativecheckouts.png"/>
41121               </imageobject>
41122             </mediaobject>
41123           </screenshot></para>
41124
41125         <para>Clicking on the 'Overdue' tab will show only the items that are
41126         overdue.</para>
41127
41128         <screenshot>
41129           <screeninfo>Overdue Items</screeninfo>
41130
41131           <mediaobject>
41132             <imageobject>
41133               <imagedata fileref="images/opac/myoverdues.png"/>
41134             </imageobject>
41135           </mediaobject>
41136         </screenshot>
41137
41138         <para>The 'Fines' tab will show just a total of what the patron owes.
41139         Clicking on the total will take them to the 'my fines' tab where they
41140         will see a complete breakdown of their fines and bills. If you don't
41141         charge fines at your library you can turn the display of these tabs
41142         off by setting the <link linkend="OPACFinesTab">OPACFinesTab</link>
41143         preference to 'Don't Allow.'</para>
41144
41145         <screenshot>
41146           <screeninfo>Patron Fines</screeninfo>
41147
41148           <mediaobject>
41149             <imageobject>
41150               <imagedata fileref="images/opac/myfines.png"/>
41151             </imageobject>
41152           </mediaobject>
41153         </screenshot>
41154
41155         <para>Finally, clicking on the 'Holds' tab will show the patron the status of all of the
41156           items they have on hold. </para>
41157
41158         <screenshot>
41159           <screeninfo>Patron holds status</screeninfo>
41160
41161           <mediaobject>
41162             <imageobject>
41163               <imagedata fileref="images/opac/myholds.png"/>
41164             </imageobject>
41165           </mediaobject>
41166         </screenshot>
41167
41168         <para>Patrons can cancel or suspend (depending on the value of your <link
41169             linkend="SuspendHoldsOpac">SuspendHoldsOpac</link> system preference) their own holds if
41170           they are not in transit or already waiting for them. When they click 'Suspend' they will
41171           be presented with the option to choose a date for their hold to resume.<screenshot>
41172             <screeninfo>Suspend until</screeninfo>
41173             <mediaobject>
41174               <imageobject>
41175                 <imagedata fileref="images/opac/suspenduntil.png"/>
41176               </imageobject>
41177             </mediaobject>
41178           </screenshot></para>
41179         <para>They can also suspend all of their holds indefinitely or until a specific date if they
41180           choose by filling in the suspend options at the bottom of the page.</para>
41181
41182         <note>
41183           <para>If you have your <link linkend="AutoResumeSuspendedHolds">AutoResumeSuspendedHolds</link>
41184           preference set to "Don't allow" then you will not have the option to
41185           put an end date on the hold suspension</para>
41186         </note>
41187       </section>
41188
41189       <section id="opacmyaccount-flags">
41190         <title>Patron Flags</title>
41191
41192         <para>If you have <link linkend="patronflags">flagged your patron's
41193         account</link> they may see one of the following error messages at the
41194         top of their account.</para>
41195
41196         <itemizedlist>
41197           <listitem>
41198             <para>Card marked as lost</para>
41199
41200             <screenshot>
41201               <screeninfo>Library card lost</screeninfo>
41202
41203               <mediaobject>
41204                 <imageobject>
41205                   <imagedata fileref="images/opac/nocard.png"/>
41206                 </imageobject>
41207               </mediaobject>
41208             </screenshot>
41209           </listitem>
41210
41211           <listitem>
41212             <para>Patron address in question</para>
41213
41214             <screenshot>
41215               <screeninfo>Patron address in question</screeninfo>
41216
41217               <mediaobject>
41218                 <imageobject>
41219                   <imagedata fileref="images/opac/noaddress.png"/>
41220                 </imageobject>
41221               </mediaobject>
41222             </screenshot>
41223
41224             <itemizedlist>
41225               <listitem>
41226                 <note>
41227                   <para>this error message will not include a link to the
41228                   update form if you have <link linkend="OPACPatronDetails">OPACPatronDetails</link> set to
41229                   'Don't allow'</para>
41230                 </note>
41231               </listitem>
41232             </itemizedlist>
41233           </listitem>
41234
41235           <listitem>
41236             <para>Patron marked restricted</para>
41237
41238             <screenshot>
41239               <screeninfo>Patron restricted</screeninfo>
41240
41241               <mediaobject>
41242                 <imageobject>
41243                   <imagedata fileref="images/opac/debarred.png"/>
41244                 </imageobject>
41245               </mediaobject>
41246             </screenshot>
41247           </listitem>
41248         </itemizedlist>
41249       </section>
41250
41251       <section id="opacmyfines">
41252         <title>My Fines</title>
41253
41254         <para>If your library charges fines the next tab on the left is 'my
41255         fines.' Opening this tab will show the patron an entire history of
41256         their accounting at the library.</para>
41257
41258         <screenshot>
41259           <screeninfo>Library Fines &amp; Charges</screeninfo>
41260
41261           <mediaobject>
41262             <imageobject>
41263               <imagedata fileref="images/opac/mybilling.png"/>
41264             </imageobject>
41265           </mediaobject>
41266         </screenshot>
41267         <para>If you are allowing patrons to pay their fines using PayPal with the <link
41268             linkend="EnablePayPalOpacPayments">EnablePayPalOpacPayments</link> preference there will
41269           be checkboxes to the left of each fine with an outstanding amount.<screenshot>
41270             <screeninfo>Fines with checkboxes</screeninfo>
41271             <mediaobject>
41272               <imageobject>
41273                 <imagedata fileref="images/opac/finescheckboxes.png"/>
41274               </imageobject>
41275             </mediaobject>
41276           </screenshot></para>
41277         <para>At the bottom the patron will see the option to pay with PayPal for the items they
41278           have checked.</para>
41279         <screenshot>
41280           <screeninfo>PayPal Payment</screeninfo>
41281           <mediaobject>
41282             <imageobject>
41283               <imagedata fileref="images/opac/paypaypal.png"/>
41284             </imageobject>
41285           </mediaobject>
41286         </screenshot>
41287         <para>After paying they will be presented with a confirmation<screenshot>
41288             <screeninfo>PayPal Confirmation</screeninfo>
41289             <mediaobject>
41290               <imageobject>
41291                 <imagedata fileref="images/opac/paypalconfirm.png"/>
41292               </imageobject>
41293             </mediaobject>
41294           </screenshot></para>
41295         <para>And you will see that the fine was paid using PayPal on the staff side.<screenshot>
41296             <screeninfo>Staff side fines</screeninfo>
41297             <mediaobject>
41298               <imageobject>
41299                 <imagedata fileref="images/opac/staffpaypal.png"/>
41300               </imageobject>
41301             </mediaobject>
41302           </screenshot></para>
41303       </section>
41304
41305       <section id="opacmydetails">
41306         <title>My Details</title>
41307
41308         <para>If you have your <link linkend="OPACPatronDetails">OPACPatronDetails</link> preference
41309           set to 'Allow', your patrons will see a form filled in with their contacting information
41310           by clicking on the 'my personal details' tab. You can control what fields patrons see and
41311           can modify via the OPAC by setting the <link linkend="PatronSelfRegistrationBorrowerMandatoryField">PatronSelfRegistrationBorrowerMandatoryField</link>
41312           <link linkend="PatronSelfRegistrationBorrowerUnwantedField">PatronSelfRegistrationBorrowerUnwantedField</link> preferences.</para>
41313
41314         <screenshot>
41315           <screeninfo>Patron's personal details</screeninfo>
41316
41317           <mediaobject>
41318             <imageobject>
41319               <imagedata fileref="images/opac/myprofile.png"/>
41320             </imageobject>
41321           </mediaobject>
41322         </screenshot>
41323
41324         <para>Patrons can edit their details in this form and click 'Submit Changes' to have their
41325           edits sent to the library for review before their record is updated. Staff will see all
41326           patrons requesting modification to their record listed below the modules on the main
41327           dashboard along with anything else awaiting library attention.</para>
41328         <screenshot>
41329             <screeninfo>Patron requests waiting review</screeninfo>
41330             <mediaobject>
41331               <imageobject>
41332                 <imagedata fileref="images/opac/patronrequestwaiting.png"/>
41333               </imageobject>
41334             </mediaobject>
41335           </screenshot>
41336
41337         <para>If the <link linkend="OPACPatronDetails">OPACPatronDetails</link> preference is set to
41338           'Don't allow' then patrons will simply see their details and a message stating that they
41339           should contact the library for changes.</para>
41340
41341         <screenshot>
41342           <screeninfo>Patron's personal details with no edits</screeninfo>
41343
41344           <mediaobject>
41345             <imageobject>
41346               <imagedata fileref="images/opac/myprofile-noedit.png"/>
41347             </imageobject>
41348           </mediaobject>
41349         </screenshot>
41350       </section>
41351
41352       <section id="opacmytags">
41353         <title>My Tags</title>
41354
41355         <para>If your library has <link linkend="TagsEnabled">TagsEnabled</link> set to 'Allowed' then the
41356         next tab on the left will be 'my tags.' This tab will show patrons all
41357         of the tags in the system as a cloud and then all of the tags they
41358         have applied in a list format. From here patrons have the ability to
41359         remove tags that they have added if they want.</para>
41360
41361         <screenshot>
41362           <screeninfo>Patron's tags</screeninfo>
41363
41364           <mediaobject>
41365             <imageobject>
41366               <imagedata fileref="images/opac/mytags.png"/>
41367             </imageobject>
41368           </mediaobject>
41369         </screenshot>
41370       </section>
41371
41372       <section id="opacmypassword">
41373         <title>Change My Password</title>
41374
41375         <para>Next, if you have <link linkend="OpacPasswordChange">OpacPasswordChange</link> set to 'Allow'
41376         the next tab will be 'change my password,' where patrons can change
41377         their password for logging into the OPAC. Patrons will be presented
41378         with a standard form asking them to enter their old password and then
41379         their new password twice.</para>
41380
41381         <screenshot>
41382           <screeninfo>Change my password</screeninfo>
41383
41384           <mediaobject>
41385             <imageobject>
41386               <imagedata fileref="images/opac/mypassword.png"/>
41387             </imageobject>
41388           </mediaobject>
41389         </screenshot>
41390       </section>
41391
41392       <section id="opacmysearchistory">
41393         <title>My Search History</title>
41394
41395         <para>If you have your <link linkend="EnableOpacSearchHistory">EnableOpacSearchHistory</link>
41396         preference set to 'Allow' then your patrons can access their search
41397         history via the 'my search history' tab.</para>
41398
41399         <screenshot>
41400           <screeninfo>my search history tab</screeninfo>
41401
41402           <mediaobject>
41403             <imageobject>
41404               <imagedata fileref="images/opac/mysearchhistory.png"/>
41405             </imageobject>
41406           </mediaobject>
41407         </screenshot>
41408
41409         <para>The search history is a record of all searches run by the
41410         patron. Clicking on any of the search phrases will re-run the search
41411         for the patron. The search history can be deleted by the patron at any
41412         time by clicking the 'Delete your search history' link found at the
41413         top of this tab or by clicking the little red 'x' next to the 'Search
41414         history' link at the top right of the OPAC.</para>
41415
41416         <screenshot>
41417           <screeninfo>Search history link at the top right of the
41418           OPAC</screeninfo>
41419
41420           <mediaobject>
41421             <imageobject>
41422               <imagedata fileref="images/opac/searchistory.png"/>
41423             </imageobject>
41424           </mediaobject>
41425         </screenshot>
41426       </section>
41427
41428       <section id="opacmyhistory">
41429         <title>My Reading History</title>
41430
41431         <para>Depending on your library's setting for <link linkend="opacreadinghistory">opacreadinghistory</link> your patrons
41432         may see the 'my reading history' tab next. This will show the patron
41433         their entire reading history unless they have asked the library to not
41434         keep that information via the 'my privacy' tab which will appear if
41435         you have the <link linkend="OPACPrivacy">OPACPrivacy</link> preference
41436         set to 'Allow.'</para>
41437
41438         <screenshot>
41439           <screeninfo>Patron reading history</screeninfo>
41440
41441           <mediaobject>
41442             <imageobject>
41443               <imagedata fileref="images/opac/myhistory.png"/>
41444             </imageobject>
41445           </mediaobject>
41446         </screenshot>
41447         <para>If you have HTML entered in the <link linkend="OPACMySummaryHTML"
41448             >OPACMySummaryHTML</link> preference then you will see that to the right of the 'Date'
41449           column.</para>
41450       </section>
41451
41452       <section id="opacmyprivacy">
41453         <title>My Privacy</title>
41454
41455         <para>The 'my privacy' tab will appear if you have both the <link linkend="opacreadinghistory">opacreadinghistory</link> and the <link linkend="OPACPrivacy">OPACPrivacy</link> preferences set to 'Allow.'
41456         This tab will allow the patrons to decide how the library keeps their
41457         circulation history data.</para>
41458
41459         <screenshot>
41460           <screeninfo>my privacy tab</screeninfo>
41461
41462           <mediaobject>
41463             <imageobject>
41464               <imagedata fileref="images/opac/myprivacy.png"/>
41465             </imageobject>
41466           </mediaobject>
41467         </screenshot>
41468
41469         <para>The patron can choose from three options:</para>
41470
41471         <itemizedlist>
41472           <listitem>
41473             <para>Forever: keep my reading history without limit. This is the
41474             option for users who want to keep track of what they are
41475             reading.</para>
41476           </listitem>
41477
41478           <listitem>
41479             <para>Default: keep my reading history according to local laws.
41480             This is the default option : the library will keep your reading
41481             history for the duration permitted by local laws.</para>
41482           </listitem>
41483
41484           <listitem>
41485             <para>Never: Delete my reading history immediately. This will
41486             delete all record of the item that was checked-out upon
41487             check-in.</para>
41488           </listitem>
41489         </itemizedlist>
41490
41491         <para>Depending on the patron's suggestions the contents of the '<link linkend="opacmyhistory">my reading history</link>' tab and the '<link linkend="circhistory">Circulation History</link>' tab in the staff
41492         client may change.</para>
41493
41494         <para>Regardless of the patron's choice they can delete their reading
41495         history in bulk at any time by clicking the 'Immediate deletion'
41496         button.</para>
41497
41498         <screenshot>
41499           <screeninfo>Delete Circulation History</screeninfo>
41500
41501           <mediaobject>
41502             <imageobject>
41503               <imagedata fileref="images/opac/deletecirchistory.png"/>
41504             </imageobject>
41505           </mediaobject>
41506         </screenshot>
41507
41508         <para>Clicking this button will not delete items that are currently checked out, but will
41509           clear the patron's past reading history.<important>
41510             <para>In order for the patron to be able to delete their reading history you must have
41511               the <link linkend="AnonymousPatron">AnonymousPatron</link> preference set.</para>
41512           </important></para>
41513         <para>If you're allowing guarantees to grand permission to their guarantors to view their
41514           current checkouts with the <link linkend="AllowPatronToSetCheckoutsVisibilityForGuarantor"
41515             >AllowPatronToSetCheckoutsVisibilityForGuarantor</link> preference they will see that
41516           option on this screen.<screenshot>
41517             <screeninfo>AllowPatronToSetCheckoutsVisibilityForGuarantor</screeninfo>
41518             <mediaobject>
41519               <imageobject>
41520                 <imagedata fileref="images/opac/AllowPatronToSetCheckoutsVisibilityForGuarantor.png"
41521                 />
41522               </imageobject>
41523             </mediaobject>
41524           </screenshot></para>
41525         <para>When the guarantor logs in they will see a tab labeled "Relatives' checkouts" on their
41526           summary tab.<screenshot>
41527             <screeninfo>Relatives' checkouts</screeninfo>
41528             <mediaobject>
41529               <imageobject>
41530                 <imagedata fileref="images/opac/relativecheckouts.png"/>
41531               </imageobject>
41532             </mediaobject>
41533           </screenshot></para>
41534       </section>
41535
41536       <section id="opacmysuggestions">
41537         <title>My Purchase Suggestions</title>
41538
41539         <para>If your library allows patrons to make purchase suggestions the
41540         next tab will show all suggestions that the patron made to the library
41541         and their statuses. To disable this tab and the suggestion
41542         functionality set the <link linkend="suggestionspref">suggestion</link> preference to 'Don't
41543         allow.'</para>
41544
41545         <screenshot>
41546           <screeninfo>Patron purchase suggestions</screeninfo>
41547
41548           <mediaobject>
41549             <imageobject>
41550               <imagedata fileref="images/opac/mysuggestions.png"/>
41551             </imageobject>
41552           </mediaobject>
41553         </screenshot>
41554         <para>If you have <link linkend="OPACViewOthersSuggestions">OPACViewOthersSuggestions</link>
41555           set to 'Show' then patrons will be able to search suggestions from the top of this
41556           list.</para>
41557       </section>
41558
41559       <section id="opacmymsgs">
41560         <title>My Messaging</title>
41561
41562         <para>If your library has the <link linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link>
41563         preference set to 'Allow' then your patrons will be able to choose
41564         which messages they receive from the library (with the exception of
41565         overdue notices which the library controls).</para>
41566
41567         <screenshot>
41568           <screeninfo>Patron messaging preferences</screeninfo>
41569
41570           <mediaobject>
41571             <imageobject>
41572               <imagedata fileref="images/opac/mymessages.png"/>
41573             </imageobject>
41574           </mediaobject>
41575         </screenshot>
41576
41577         <para>If you use an outside driver for sending text messages set with the <link
41578             linkend="SMSSendDriver">SMSSendDriver</link> preference, you will see an additional
41579           column to receive these messages as SMS (or text messages) and a field for a cell (or SMS)
41580           number.</para>
41581
41582         <screenshot>
41583           <screeninfo>SMSSendDriver in the OPAC</screeninfo>
41584
41585           <mediaobject>
41586             <imageobject>
41587               <imagedata fileref="images/opac/OPACSMSSendDriver.png"/>
41588             </imageobject>
41589           </mediaobject>
41590         </screenshot>
41591         <para>If you are using the Email protocol for sending text messages set with the <link
41592             linkend="SMSSendDriver">SMSSendDriver</link> preference, you will see an additional
41593           column to receive these messages as SMS (or text messages), a field for a cell (or SMS)
41594           number, and a pull down listing <link linkend="smsadmin">cellular providers entered in
41595             administration</link>.</para>
41596         <screenshot>
41597           <screeninfo>SMSSendDriver in the OPAC</screeninfo>
41598           <mediaobject>
41599             <imageobject>
41600               <imagedata fileref="images/opac/smsopac.png"/>
41601             </imageobject>
41602           </mediaobject>
41603         </screenshot>
41604         <para>If you are using the <link linkend="TalkingTechItivaPhoneNotification">Itiva Talking
41605             Tech</link> service you will see an additional column to receive these messages via Phone.<screenshot>
41606             <screeninfo>Phone messaging preferences in the OPAC</screeninfo>
41607             <mediaobject>
41608               <imageobject>
41609                 <imagedata fileref="images/opac/opacphonemsg.png"/>
41610               </imageobject>
41611             </mediaobject>
41612           </screenshot></para>
41613         <itemizedlist>
41614           <listitem>
41615             <para>These notices are:</para>
41616             <itemizedlist>
41617               <listitem>
41618                 <para>Advanced notice : A notice in advance of the patron's items being due (The
41619                   patron can choose the number of days in advance)</para>
41620               </listitem>
41621               <listitem>
41622                 <para>Item checkout : A notice that lists all the of the items the patron has just
41623                   checked out and/or renewed, this is an electronic form of the checkout
41624                   receipt</para>
41625               </listitem>
41626               <listitem>
41627                 <para>Hold filled : A notice when you have confirmed the hold is waiting for the
41628                   patron</para>
41629               </listitem>
41630               <listitem>
41631                 <para>Item due : A notice on the day and item is due back at the library</para>
41632               </listitem>
41633               <listitem>
41634                 <para>Item check-in : A notice that lists all the of the items the patron has just
41635                   checked in</para>
41636               </listitem>
41637             </itemizedlist>
41638           </listitem>
41639         </itemizedlist>
41640         <para>Patrons can choose to receive their notices as a digest by checking the 'Digest only?'
41641           box along with the delivery method.  A digest is a combination of all the messages of that
41642           type (so all items due in 3 days in one email) in to one email instead of multiple emails
41643           for each alert.</para>
41644         <important>
41645           <para>You must choose a delivery method (SMS or Email or Phone) along with 'Digest only?'
41646             if you would like to receive a digest of the messages.</para>
41647         </important>
41648       </section>
41649
41650       <section id="opacmylists">
41651         <title>My Lists</title>
41652
41653         <para>Finally, if your library has the <link linkend="virtualshelves">virtualshelves</link> set to 'Allow' then the
41654         last tab will by 'my lists.' From here your patrons can review public
41655         lists and create or edit their own private lists.</para>
41656
41657         <screenshot>
41658           <screeninfo>Patron lists</screeninfo>
41659
41660           <mediaobject>
41661             <imageobject>
41662               <imagedata fileref="images/opac/mylists.png"/>
41663             </imageobject>
41664           </mediaobject>
41665         </screenshot>
41666       </section>
41667       <section id="opacdischarge">
41668         <title>Ask for a Discharge</title>
41669         <para>If you have enabled the <link linkend="useDischarge">useDischarge</link> preference
41670           then patrons will be able to request a discharge via the OPAC.<screenshot>
41671             <screeninfo>Discharge tab</screeninfo>
41672             <mediaobject>
41673               <imageobject>
41674                 <imagedata fileref="images/opac/dischargetab.png"/>
41675               </imageobject>
41676             </mediaobject>
41677           </screenshot></para>
41678         <para>From here patrons can request a discharge</para>
41679         <screenshot>
41680           <screeninfo>Request discharge</screeninfo>
41681           <mediaobject>
41682             <imageobject>
41683               <imagedata fileref="images/opac/dischargeopac.png"/>
41684             </imageobject>
41685           </mediaobject>
41686         </screenshot>
41687         <para>And will receive confirmation of their request.</para>
41688         <screenshot>
41689           <screeninfo>Discharge confirmation</screeninfo>
41690           <mediaobject>
41691             <imageobject>
41692               <imagedata fileref="images/opac/dischargeopac-confirm.png"/>
41693             </imageobject>
41694           </mediaobject>
41695         </screenshot>
41696       </section>
41697     </section>
41698
41699     <section id="purchasesuggest">
41700       <title>Purchase Suggestions</title>
41701
41702       <para>If your library has the <link linkend="suggestionspref">suggestion</link> preference set to 'Allow'
41703       then patrons will have the option to make purchase suggestions in
41704       several areas in the OPAC.</para>
41705
41706       <para>If you are allowing everyone to see the purchase suggestions made by others with the
41707           <link linkend="OPACViewOthersSuggestions">OPACViewOthersSuggestions</link> preference,
41708         then there will be a link at the top of your OPAC under the search box.</para>
41709
41710       <screenshot>
41711         <screeninfo>Purchase Suggestions Link on Search Box</screeninfo>
41712
41713         <mediaobject>
41714           <imageobject>
41715             <imagedata fileref="images/opac/suggestfromsearch.png"/>
41716           </imageobject>
41717         </mediaobject>
41718       </screenshot>
41719
41720       <para>There will be a link when the patron finds nothing for their
41721       search.</para>
41722
41723       <screenshot>
41724         <screeninfo>Purchase Suggestion Link from Search Results</screeninfo>
41725
41726         <mediaobject>
41727           <imageobject>
41728             <imagedata fileref="images/opac/suggestfromnoresults.png"/>
41729           </imageobject>
41730         </mediaobject>
41731       </screenshot>
41732
41733       <para>And there will be a link on the patron's <link linkend="opacmysuggestions">My Purchase Suggestions</link> tab.</para>
41734
41735       <screenshot>
41736         <screeninfo>Purchase Suggestion from My Purchase Suggestions
41737         Tab</screeninfo>
41738
41739         <mediaobject>
41740           <imageobject>
41741             <imagedata fileref="images/opac/suggestfrommyaccount.png"/>
41742           </imageobject>
41743         </mediaobject>
41744       </screenshot>
41745
41746       <para>Clicking any one of these links will open the purchase suggestion
41747       form.</para>
41748
41749       <screenshot>
41750         <screeninfo>New Purchase Suggestion</screeninfo>
41751
41752         <mediaobject>
41753           <imageobject>
41754             <imagedata fileref="images/opac/newsuggestion.png"/>
41755           </imageobject>
41756         </mediaobject>
41757       </screenshot>
41758
41759       <itemizedlist>
41760         <listitem>
41761           <para>From the form on the 'Title' is required by the
41762           library.</para>
41763         </listitem>
41764         <listitem>
41765           <para>The Item type list can be edited by editing the SUGGEST_FORMAT <link
41766               linkend="authorizedvalues">authorized value</link>.</para>
41767         </listitem>
41768
41769         <listitem>
41770           <para>If you would like the 'Reason for suggestion' menu shown in
41771           the screenshot above to appear on your suggestions list you need to
41772           add an <link linkend="authorizedvalues">authorized value</link>
41773           category titled 'OPAC_SUG' and include reasons as values in that
41774           list.</para>
41775         </listitem>
41776
41777         <listitem>
41778           <para>If you would like the patron to be able to choose which branch
41779           they are making a suggestion for you need to set the <link linkend="AllowPurchaseSuggestionBranchChoice">AllowPurchaseSuggestionBranchChoice</link>
41780           preference to 'Allow'</para>
41781         </listitem>
41782       </itemizedlist>
41783
41784       <para>Once the form is submitted the data will be saved to the <link linkend="managesuggest">Acquisitions</link> module for the librarians to
41785       manage.</para>
41786     </section>
41787   </chapter>
41788
41789   <chapter id="searching">
41790     <title>Searching</title>
41791
41792     <para/>
41793
41794     <section id="searchprefixes">
41795       <title>Advanced Search Prefixes</title>
41796
41797       <para>The following prefixes can be added to search terms in the keyword
41798       search box to limit items returned</para>
41799
41800       <itemizedlist>
41801         <listitem>
41802           <para>ti: title search</para>
41803
41804           <itemizedlist>
41805             <listitem>
41806               <para>ex. ti:hamlet</para>
41807             </listitem>
41808           </itemizedlist>
41809         </listitem>
41810
41811         <listitem>
41812           <para>su: subject search</para>
41813
41814           <itemizedlist>
41815             <listitem>
41816               <para>ex. su:cooking</para>
41817             </listitem>
41818           </itemizedlist>
41819         </listitem>
41820
41821         <listitem>
41822           <para>pb: publisher search</para>
41823
41824           <itemizedlist>
41825             <listitem>
41826               <para>ex. pb:penguin</para>
41827             </listitem>
41828           </itemizedlist>
41829         </listitem>
41830
41831         <listitem>
41832           <para>au: author search</para>
41833
41834           <itemizedlist>
41835             <listitem>
41836               <para>ex. au:rowling</para>
41837             </listitem>
41838           </itemizedlist>
41839         </listitem>
41840
41841         <listitem>
41842           <para>su-geo: geographic subjects</para>
41843
41844           <itemizedlist>
41845             <listitem>
41846               <para>ex. su-geo:wales and kw:description and kw:travel</para>
41847             </listitem>
41848           </itemizedlist>
41849         </listitem>
41850
41851         <listitem>
41852           <para>bc: barcode</para>
41853
41854           <itemizedlist>
41855             <listitem>
41856               <para>ex. bc:502326000912</para>
41857             </listitem>
41858           </itemizedlist>
41859         </listitem>
41860
41861         <listitem>
41862           <para>lex: lexile</para>
41863
41864           <itemizedlist>
41865             <listitem>
41866               <para>levels lex:510</para>
41867             </listitem>
41868           </itemizedlist>
41869         </listitem>
41870       </itemizedlist>
41871
41872       <para/>
41873     </section>
41874
41875     <section id="searchguide">
41876       <sectioninfo>
41877         <authorgroup>
41878           <author>
41879             <firstname>Becky</firstname>
41880             <surname>Bell</surname>
41881             <affiliation>
41882               <orgname>WALDO</orgname>
41883             </affiliation>
41884           </author>
41885
41886           <editor>
41887             <firstname>Nicole C.</firstname>
41888             <surname>Engard</surname>
41889             <contrib>Fixed typos, changed content where necessary and added new
41890               screenshots.</contrib>
41891           </editor>
41892         </authorgroup>
41893
41894         <pubdate>October 2008</pubdate>
41895       </sectioninfo>
41896       <title>Guide to Searching</title>
41897
41898       <para>This brief guide will explain a chart that shows a sample of how a
41899       MARC21 database can be configured, as well as a brief introductory
41900       searching guide. The indexing fields described in this document relate
41901       to the bibliographic data and does not address authority database
41902       indexing.</para>
41903
41904       <section id="searchguide-indexing">
41905         <title>Indexing and Searching Description</title>
41906
41907         <para>Koha's databases are indexed by the Zebra open-source software.
41908         The overview to the documentation describes Zebra as:</para>
41909
41910         <blockquote>
41911           <para>"...Zebra is a high-performance, general-purpose structured
41912           text indexing and retrieval engine. It reads records in a variety of
41913           input formats (eg. email, XML, MARC) and provides access to them
41914           through a powerful combination of Boolean search expressions and
41915           relevance-ranked free-text queries.</para>
41916
41917           <para>Zebra supports large databases (tens of millions of records,
41918           tens of gigabytes of data). It allows safe, incremental database
41919           updates on live systems. Because Zebra supports the
41920           industry-standard information retrieval protocol, Z39.50, you can
41921           search Zebra databases using an enormous variety of programs and
41922           toolkits, both commercial and free, which understands this
41923           protocol..." Zebra - User's Guide and Reference, p. 1, <ulink url="http://www.indexdata.dk/zebra/doc/zebra.pdf">http://www.indexdata.dk/zebra/doc/zebra.pdf</ulink></para>
41924         </blockquote>
41925
41926         <para>This brief guide will explain a chart that shows a sample of how
41927         a MARC21 database can be configured, as well as a brief introductory
41928         searching guide. The indexing fields described in this document relate
41929         to the bibliographic data and does not address authority database
41930         indexing.</para>
41931
41932         <note>
41933           <para>The indexing described in this document is the set used by
41934           SouthEastern University. Your local indexing may vary.</para>
41935         </note>
41936       </section>
41937
41938       <section id="searchguide-indexconfig">
41939         <title>Indexing Configuration</title>
41940
41941         <para>There are three configuration files that Koha uses while
41942         indexing.</para>
41943
41944         <para>The first configuration file (etc/zebradb/biblios/etc/bib1.att)
41945         contains the Z39.50 bib-1 attribute list, plus the Koha local use
41946         attributes for Biblio Indexes, Items Index, and Fixed Fields and other
41947         special indexes. The Z39.50 Bib-1 profile is made up of several
41948         different types of attributes: Use, Relation, Position, Structure,
41949         Truncation, and Completeness. The bib-1 'Use' attribute is represented
41950         on the chart; the other attributes are used primarily when doing
41951         searches. While there are over 150+ use attributes that could be used
41952         to define your indexing set, it's unlikely that you will choose to use
41953         them all. The attributes you elect to use are those that become the
41954         indexing rules for your database. The other five attribute sets define
41955         the various ways that a search can be further defined, and will not
41956         specifically be addressed in this document. For a complete list of the
41957         standard Bib-1 attributes, go to <ulink url="http://www.loc.gov/z3950/agency/defns/bib1.html">http://www.loc.gov/z3950/agency/defns/bib1.html</ulink>.</para>
41958
41959         <para>The second file is etc/zebradb/marc_defs/[marc21|unimarc]/biblios/record.abs if you
41960           use grs1 indexing [the default until 3.16] or
41961           etc/zebradb/marc_defs/[marc21|unimarc]/biblios/biblio-koha-indexdefs.xml if you use dom
41962           indexing [the default from 3.18]. Either files contains the abstract syntax which maps the
41963           MARC21 tags to the set of Use Attributes you choose to use. To be more precise the xml
41964           file to be activate needs to be transform into biblio-zebra-indexdefs.xsl, read the head
41965           of biblio-zebra-indexdefs.xsl to know more about this topic. The rules established in this
41966           file provides a passable Bath level 0 and 1 service, which includes author, title,
41967           subject, keyword and exact services such as standard identifiers (LCCN, ISBN, ISSN,
41968           etc.)</para>
41969
41970         <para>The third file (etc/zebradb/ccl.properties) is the Common
41971         Command Language (CCL) field mappings. This file combines the bib-1
41972         attribute set file and the abstract file and adds the qualifiers,
41973         usually known as index names. The qualifiers, or indexes, for this
41974         database are: pn, cpn, cfn, ti, se, ut, nb, ns, sn, lcn, callnum, su,
41975         su-to, su-geo, su-ut, yr,pubdate, acqdate, ln, pl, ab, nt, rtype,
41976         mc-rtype, mus, au, su-na, kw, pb, ctype, and an.</para>
41977
41978         <para>The <link linkend="kohasearchindexes">Koha Indexing Chart</link> summarizes the
41979           contents of all three of these files in a more readable format. The first two columns
41980           labeled Z39.50 attribute and Z39.50 name matches the Z39.50 bib-1 attributes file. The
41981           third column labeled MARC tags indexed is where you find which MARC tags are mapped to an
41982           attribute. The fourth column labeled Qualifiers identifies the search abbreviations used
41983           in the internal CCL query. The following description provides a definition for the word
41984           'qualifiers'.</para>
41985
41986         <para><emphasis>Qualifiers are used to direct the search to a
41987         particular searchable index, such as title (ti) and author indexes
41988         (au). The CCL standard itself doesn't specify a particular set of
41989         qualifiers, but it does suggest a few shorthand notations. You can
41990         customize the CCL parser to support a particular set of qualifiers to
41991         reflect the current target profile. Traditionally, a qualifier would
41992         map to a particular use-attribute within the BIB-1attribute set. It is
41993         also possible to set other attributes, such as the structure
41994         attribute.</emphasis></para>
41995
41996         <para>In the MARC tags indexed column, there are some conventions used
41997         that have specific meanings. They are:</para>
41998
41999         <itemizedlist>
42000           <listitem>
42001             <para>A three digit tag (100) means that all subfields in the tag
42002             can be used in a search query. So, if you enter a search for
42003             'Jackson' as an author, you will retrieve records where Jackson
42004             could be the last name or the first name.</para>
42005           </listitem>
42006
42007           <listitem>
42008             <para>A three digit tag that has a '$' followed by a letter
42009             (600$a) means that a search query will only search the 'a'
42010             subfield.</para>
42011           </listitem>
42012
42013           <listitem>
42014             <para>A three digit tag that is followed by a ':' and a letter
42015             (240:w) means that a search query can be further qualified. The
42016             letter following the ':' identifies how to conduct the search. The
42017             most common values you'll see are 'w' (word), 'p' (phrase), 's'
42018             (sort), and 'n' (numeric).</para>
42019           </listitem>
42020         </itemizedlist>
42021
42022         <para>The contents of the MARC tags, subfields, and/or fixed field
42023         elements that are listed in this chart are all indexed. You'll see
42024         that every attribute line is not mapped to a specific qualifier
42025         (index)-LC card number, line 9 is one example. However, every indexed
42026         word (a string of characters preceded and succeeded by a space) can be
42027         searched using a keyword (kw) search. So, although an LC card number
42028         specific index doesn't exist, you can still search by the LCCN since
42029         tag 010 is assigned to the LC-card-number attribute. To verify this,
42030         enter 72180055 in the persistent search box. You should retrieve The
42031         gods themselves, by Isaac Asimov.</para>
42032
42033         <para>Examples of fixed field elements indexing can be seen on the
42034         chart between Attribute 8822 and Attribute 8703. These attributes are
42035         most commonly used for limiting. The fixed field attributes currently
42036         represent the BK codes. Other format codes, if needed, could be
42037         defined.</para>
42038       </section>
42039
42040       <section id="searchguide-basics">
42041         <title>Basic Searching</title>
42042
42043         <para>The search box that library staff and library patrons will see
42044         most often is the persistent search box at the top of the page. Koha
42045         interprets the searches as keyword searches.</para>
42046
42047         <screenshot>
42048           <screeninfo>Koha search box</screeninfo>
42049
42050           <mediaobject>
42051             <imageobject>
42052               <imagedata fileref="images/searching/searchbox.png"/>
42053             </imageobject>
42054           </mediaobject>
42055         </screenshot>
42056
42057         <para>To start a search, you enter a word or multiple words in the
42058         search box. When a single word is entered, a keyword search is
42059         performed. You can check this out by typing one word into the form and
42060         note the number of results located. Then, repeat the search with a
42061         minor change. In front of the search word, type 'kw=' followed by the
42062         same search term. The results will be identical.</para>
42063
42064         <para>When you have more than one word in the search box, Koha will
42065         still do a keyword search, but a bit differently. Each word will be
42066         searched on its own, then the Boolean connector 'and' will narrow your
42067         search to those items with all words contained in matching
42068         records.</para>
42069
42070         <para>Suppose you want to find material about how libraries are using
42071         mashups. You'll select the major words and enter them into the
42072         persistent search box.</para>
42073
42074         <screenshot>
42075           <screeninfo>Keyword Search</screeninfo>
42076
42077           <mediaobject>
42078             <imageobject>
42079               <imagedata fileref="images/searching/searchterms.png"/>
42080             </imageobject>
42081           </mediaobject>
42082         </screenshot>
42083
42084         <para>The response to this search is:</para>
42085
42086         <screenshot>
42087           <screeninfo>Results</screeninfo>
42088
42089           <mediaobject>
42090             <imageobject>
42091               <imagedata fileref="images/searching/resultssummary.png"/>
42092             </imageobject>
42093           </mediaobject>
42094         </screenshot>
42095
42096         <para>The order of the words does not affect the retrieval results, so
42097         you could also enter the search as "mashups library". The response to
42098         this search is results</para>
42099
42100         <screenshot>
42101           <screeninfo>Results</screeninfo>
42102
42103           <mediaobject>
42104             <imageobject>
42105               <imagedata fileref="images/searching/resultssummary2.png"/>
42106             </imageobject>
42107           </mediaobject>
42108         </screenshot>
42109
42110         <para>Too many words in the search box will find very few matches, as
42111         the following example illustrates:</para>
42112
42113         <screenshot>
42114           <screeninfo>No results found</screeninfo>
42115
42116           <mediaobject>
42117             <imageobject>
42118               <imagedata fileref="images/searching/noresults.png"/>
42119             </imageobject>
42120           </mediaobject>
42121         </screenshot>
42122       </section>
42123
42124       <section id="searchguide-advanced">
42125         <title>Advanced Searching</title>
42126
42127         <para>When you can't find the most appropriate material with a general
42128         search, you can move to the Advanced Search page by clicking on the
42129         Search option on the persistent toolbar.</para>
42130
42131         <screenshot>
42132           <screeninfo>Koha Menu</screeninfo>
42133
42134           <mediaobject>
42135             <imageobject>
42136               <imagedata fileref="images/searching/menubar.png"/>
42137             </imageobject>
42138           </mediaobject>
42139         </screenshot>
42140
42141         <para>The Advanced Search page offers many ways to limit the results
42142         of your search. You can search using the Boolean operators AND, OR,
42143         and NOT; limit by item type; limit by year and language; limit by
42144         subtypes audience, content, format, or additional content types; by
42145         location and by availability.</para>
42146
42147         <para>The first limiting section on the Advanced Search page provides
42148         a quick and simple way to use the Boolean operators in your search.
42149         Note that this display depends on a system preference setting. This
42150         option can be found on the Administration &gt; System Preferences &gt;
42151         Searching page. The option called <link linkend="expandedSearchOption">expandedSearchOption</link> must be set
42152         to 'show' to see the following display.</para>
42153
42154         <screenshot>
42155           <screeninfo>Advanced Search Options</screeninfo>
42156
42157           <mediaobject>
42158             <imageobject>
42159               <imagedata fileref="images/searching/searchoptions.png"/>
42160             </imageobject>
42161           </mediaobject>
42162         </screenshot>
42163
42164         <para>In this section you can choose among the many indexes by
42165         clicking on the arrow in the first box. The blank box that follows is
42166         where you enter your first search term or terms. On the second line,
42167         you can choose the Boolean operator you want to use in your search.
42168         The options are 'and', 'or', and 'not'. Then, you would again choose
42169         the index to search, followed by the second term or terms. If you have
42170         more concepts you want to include in your search, you can click the
42171         [+] to add another line for your search.</para>
42172
42173         <para>A sample search is shown next, followed by its results:</para>
42174
42175         <screenshot>
42176           <screeninfo>Advanced Search</screeninfo>
42177
42178           <mediaobject>
42179             <imageobject>
42180               <imagedata fileref="images/searching/advsearch.png"/>
42181             </imageobject>
42182           </mediaobject>
42183         </screenshot>
42184
42185         <screenshot>
42186           <screeninfo>Results from Advanced Search</screeninfo>
42187
42188           <mediaobject>
42189             <imageobject>
42190               <imagedata fileref="images/searching/numresults.png"/>
42191             </imageobject>
42192           </mediaobject>
42193         </screenshot>
42194
42195         <para>When you use the Boolean operators to broaden or narrow a
42196         search, remember the action of each operator. The 'and' operator
42197         narrows the results you'll retrieve because the search will retrieve
42198         the records that include all your search terms. The 'or' operator
42199         expands the results because the search will look for occurrences of
42200         all of your search terms. The 'not' operator excludes records with the
42201         term that follows the operator.</para>
42202
42203         <para>Note: If you leave this <link linkend="expandedSearchOption">expandedSearchOption</link> set to
42204         'don't show', this is the display you will see:</para>
42205
42206         <screenshot>
42207           <screeninfo>Fewer Search Options</screeninfo>
42208
42209           <mediaobject>
42210             <imageobject>
42211               <imagedata fileref="images/searching/feweropts.png"/>
42212             </imageobject>
42213           </mediaobject>
42214         </screenshot>
42215
42216         <para>The Advanced Search page then shows the multiple kinds of limits
42217         that can be applied to your search results. Either check a box or
42218         select from the drop down menus to narrow your search. You will type
42219         the year, year range, or a 'greater than (&gt;)' or 'less than (&lt;)'
42220         year.</para>
42221
42222         <screenshot>
42223           <screeninfo>Other Advanced Search Options</screeninfo>
42224
42225           <mediaobject>
42226             <imageobject>
42227               <imagedata fileref="images/searching/advoptions.png"/>
42228             </imageobject>
42229           </mediaobject>
42230         </screenshot>
42231
42232         <para>Finally, you can choose how the results will be sorted. The
42233         pre-defined sort options are in the final area of the Advanced Search
42234         screen.</para>
42235
42236         <screenshot>
42237           <screeninfo>Sort Results By</screeninfo>
42238
42239           <mediaobject>
42240             <imageobject>
42241               <imagedata fileref="images/searching/advsortby.png"/>
42242             </imageobject>
42243           </mediaobject>
42244         </screenshot>
42245
42246         <para>The default sort is by relevance, although you can choose to sort by author, by title,
42247           by call number, by dates, or by popularity (which uses the information on total issues
42248           found in the items table). If you would prefer a different default sort, you can set <link
42249             linkend="defaultSortField">defaultSortField</link> to one of the other choices in
42250           Administration &gt; System Preferences &gt; Searching.</para>
42251       </section>
42252       <section id="searchguide-itemsearch">
42253         <title>Item Searching</title>
42254         <para>If you are looking for specific items you can use the item search engine in the staff
42255           client to find them. <itemizedlist>
42256             <listitem>
42257               <para><emphasis>Get there:</emphasis> Search &gt; Go to item search</para>
42258             </listitem>
42259           </itemizedlist></para>
42260         <para>At the top of the advanced search page in the staff client you will see a link to 'Go
42261           to item search'<screenshot>
42262             <screeninfo>Item search link</screeninfo>
42263             <mediaobject>
42264               <imageobject>
42265                 <imagedata fileref="images/searching/itemsearchlink.png"/>
42266               </imageobject>
42267             </mediaobject>
42268           </screenshot></para>
42269         <para>Clicking that link will open up a item specific search engine.<screenshot>
42270             <screeninfo>Item search</screeninfo>
42271             <mediaobject>
42272               <imageobject>
42273                 <imagedata fileref="images/searching/itemsearch.png"/>
42274               </imageobject>
42275             </mediaobject>
42276           </screenshot></para>
42277         <para>Using the search form that is presented you can find a list of specific items that can
42278           be output to the screen or to a CSV file. If your results are printed to the screen you
42279           will have the option to narrow your search further using filters at the top.<screenshot>
42280             <screeninfo>Item search results</screeninfo>
42281             <mediaobject>
42282               <imageobject>
42283                 <imagedata fileref="images/searching/itemsearchresults.png"/>
42284               </imageobject>
42285             </mediaobject>
42286           </screenshot></para>
42287       </section>
42288
42289       <section id="searchguide-ccl">
42290         <title>Common Command Language Searching</title>
42291
42292         <para>Koha uses the Common Command Language (CCL) (ISO 8777) as its
42293         internal search protocol. Searches initiated in the graphical
42294         interface use this protocol as well, although the searcher doesn't
42295         know which indexes, operators and limiters are available and being
42296         used to conduct their search. The searcher can use the Advanced Search
42297         when more precise results set are desired and where the search indexes
42298         are somewhat known. However, some library users and many library staff
42299         prefer using a command based structure. This part of the document will
42300         present and explain the use of the Koha command based structure. The
42301         indexes, operators, and limiters used are identical to those used in
42302         the graphical interface.</para>
42303
42304         <section id="searchguide-indexes">
42305           <title>Indexes</title>
42306
42307           <para>The CCL standard itself doesn't specify a particular set of
42308           qualifiers (indexes), but it does suggest a few short-hand notations
42309           such as 'ti', 'au', and 'su'. Koha has a default set of indexes;
42310           it's possible to customize that set by adding needed indexes based
42311           on local requirements. A qualifier (index) maps to a particular
42312           use-attribute within the Z39.50 BIB-1 attribute set. The complete
42313           Z39.50 Bib-1 Attribute can be viewed at <ulink url="http://www.loc.gov/z3950/agency/defns/bib1.html">http://www.loc.gov/z3950/agency/defns/bib1.html</ulink>.</para>
42314
42315           <para>The standard Koha set of indexes is a fairly common example of
42316           MARC21 indexing rules. The indexes that are defined in Koha are
42317           indexes typically used by other integrated library systems. The
42318           defined Z39.50 Bib-1 Attribute mapped to the indexes include:</para>
42319
42320           <table cellpadding="4" cellspacing="4" frame="all">
42321             <title>Attributes</title>
42322
42323             <tgroup align="left" cols="2" colsep="1" rowsep="1">
42324               <thead>
42325                 <row>
42326                   <entry>Bib-1 Attribute</entry>
42327
42328                   <entry>Qualifier (index)</entry>
42329                 </row>
42330               </thead>
42331
42332               <tbody>
42333                 <row>
42334                   <entry>Personal-name</entry>
42335
42336                   <entry>pn</entry>
42337                 </row>
42338
42339                 <row>
42340                   <entry>Corporate-name</entry>
42341
42342                   <entry>cpn</entry>
42343                 </row>
42344
42345                 <row>
42346                   <entry>Conference-name</entry>
42347
42348                   <entry>cfn</entry>
42349                 </row>
42350
42351                 <row>
42352                   <entry>Title</entry>
42353
42354                   <entry>ti</entry>
42355                 </row>
42356
42357                 <row>
42358                   <entry>Title-series</entry>
42359
42360                   <entry>se</entry>
42361                 </row>
42362
42363                 <row>
42364                   <entry>Title-uniform</entry>
42365
42366                   <entry>ut</entry>
42367                 </row>
42368
42369                 <row>
42370                   <entry>ISBN</entry>
42371
42372                   <entry>nb</entry>
42373                 </row>
42374
42375                 <row>
42376                   <entry>ISSN</entry>
42377
42378                   <entry>ns</entry>
42379                 </row>
42380
42381                 <row>
42382                   <entry>Local number</entry>
42383
42384                   <entry>sn</entry>
42385                 </row>
42386
42387                 <row>
42388                   <entry>Local-classification</entry>
42389
42390                   <entry>lcn and callnum</entry>
42391                 </row>
42392
42393                 <row>
42394                   <entry>Subject</entry>
42395
42396                   <entry>su, su-to, su-geo, su-ut</entry>
42397                 </row>
42398
42399                 <row>
42400                   <entry>Pubdate</entry>
42401
42402                   <entry>yr,pubdate</entry>
42403                 </row>
42404
42405                 <row>
42406                   <entry>Date-of-Acquisition</entry>
42407
42408                   <entry>acqdate</entry>
42409                 </row>
42410
42411                 <row>
42412                   <entry>Language</entry>
42413
42414                   <entry>ln</entry>
42415                 </row>
42416
42417                 <row>
42418                   <entry>Place-of-publication</entry>
42419
42420                   <entry>pl</entry>
42421                 </row>
42422
42423                 <row>
42424                   <entry>Abstract</entry>
42425
42426                   <entry>ab</entry>
42427                 </row>
42428
42429                 <row>
42430                   <entry>Notes</entry>
42431
42432                   <entry>nt</entry>
42433                 </row>
42434
42435                 <row>
42436                   <entry>Record-type</entry>
42437
42438                   <entry>rtype, mc-rtype, mus</entry>
42439                 </row>
42440
42441                 <row>
42442                   <entry>Author</entry>
42443
42444                   <entry>au, aut</entry>
42445                 </row>
42446
42447                 <row>
42448                   <entry>Subject-person-name</entry>
42449
42450                   <entry>su-na</entry>
42451                 </row>
42452
42453                 <row>
42454                   <entry>Any (keyword)</entry>
42455
42456                   <entry>kw</entry>
42457                 </row>
42458
42459                 <row>
42460                   <entry>Publisher</entry>
42461
42462                   <entry>pb</entry>
42463                 </row>
42464
42465                 <row>
42466                   <entry>Content-type</entry>
42467
42468                   <entry>ctype</entry>
42469                 </row>
42470
42471                 <row>
42472                   <entry>Koha-Auth-Number</entry>
42473
42474                   <entry>an</entry>
42475                 </row>
42476
42477                 <row>
42478                   <entry>Author-personal-bibliography</entry>
42479
42480                   <entry>aub</entry>
42481                 </row>
42482
42483                 <row>
42484                   <entry>Author-in-order</entry>
42485
42486                   <entry>auo</entry>
42487                 </row>
42488               </tbody>
42489             </tgroup>
42490           </table>
42491
42492           <para>Refer to the <link linkend="kohasearchindexes">Koha Indexing Chart</link> for the
42493             MARC21 tags mapped to each Bib-1 Attribute and index combination.</para>
42494
42495           <section id="search-audexamp">
42496             <title>Audience Examples</title>
42497
42498             <itemizedlist>
42499               <listitem>
42500                 <para>aud:a Preschool</para>
42501               </listitem>
42502               <listitem>
42503                 <para>aud:b Primary</para>
42504               </listitem>
42505               <listitem>
42506                 <para>aud:c Pre-Adolescent</para>
42507               </listitem>
42508               <listitem>
42509                 <para>aud:d Adolescent</para>
42510               </listitem>
42511
42512               <listitem>
42513                 <para>aud:e Adult</para>
42514               </listitem>
42515               <listitem>
42516                 <para>aud:f Specialized</para>
42517               </listitem>
42518               <listitem>
42519                 <para>aud:g General</para>
42520               </listitem>
42521               <listitem>
42522                 <para>aud:j Juvenile</para>
42523               </listitem>
42524             </itemizedlist>
42525           </section>
42526
42527           <section id="search-contentsexamp">
42528             <title>Contents Examples</title>
42529
42530             <itemizedlist>
42531               <listitem>
42532                 <para>fic:1 Fiction</para>
42533               </listitem>
42534
42535               <listitem>
42536                 <para>fic:0 Non Fiction</para>
42537               </listitem>
42538
42539               <listitem>
42540                 <para>bio:b Biography</para>
42541               </listitem>
42542
42543               <listitem>
42544                 <para>mus:j Musical recording</para>
42545               </listitem>
42546
42547               <listitem>
42548                 <para>mus:I Non musical record</para>
42549               </listitem>
42550             </itemizedlist>
42551           </section>
42552         </section>
42553
42554         <section id="searchguide-syntax">
42555           <title>Search Syntax</title>
42556
42557           <para>In the persistent search box, single words generally retrieve
42558           large sets. To narrow a search, you can use multiple words. Koha
42559           automatically uses the 'and' Boolean operator to create a set of
42560           records matching your input. When you want to narrow the search to
42561           an author or a title or a subject or some other specific field or
42562           use a Boolean operator, there isn't an obvious way to accomplish
42563           that specificity. The library user can, of course, go to the
42564           Advanced Search page; however, if you know how to construct a CCL
42565           search, you can achieve more specificity while using the persistent
42566           search box on any page.</para>
42567
42568           <para>There is a specific order to the CCL search syntax. Although
42569           it can be used for simple searches, it is an especially effective
42570           way to perform complex searches, as it affords you a great deal of
42571           control over your search results. To construct a CCL search, first
42572           enter a desired index code, then an equal sign, followed by your
42573           search word(s). Following are examples of simple CCL
42574           searches.</para>
42575
42576           <itemizedlist>
42577             <listitem>
42578               <para>ti=principles of accounting</para>
42579             </listitem>
42580
42581             <listitem>
42582               <para>au=brown joseph</para>
42583             </listitem>
42584
42585             <listitem>
42586               <para>su=poetry</para>
42587             </listitem>
42588
42589             <listitem>
42590               <para>su-na=Shakespeare</para>
42591             </listitem>
42592
42593             <listitem>
42594               <para>kw=marlin</para>
42595             </listitem>
42596           </itemizedlist>
42597
42598           <para>You can refine your search by combining search terms with
42599           Boolean operators 'and', 'or', or 'not'. Following are examples of
42600           searches using Boolean operators.</para>
42601
42602           <itemizedlist>
42603             <listitem>
42604               <para>ti=principles of accounting and au=brown joseph</para>
42605             </listitem>
42606
42607             <listitem>
42608               <para>su=poetry not su-na=Shakespeare</para>
42609             </listitem>
42610
42611             <listitem>
42612               <para>kw=communication and su=debate</para>
42613             </listitem>
42614           </itemizedlist>
42615
42616           <para>You can also choose to search for things that start with a
42617           character or series of characters</para>
42618
42619           <itemizedlist>
42620             <listitem>
42621               <para>ti,first-in-subfield=C (will show you all titles that
42622               start with the letter 'C')</para>
42623             </listitem>
42624           </itemizedlist>
42625
42626           <para>Other string location searches can be performed with the
42627           following keywords:</para>
42628
42629           <itemizedlist>
42630             <listitem>
42631               <para>rtrn : right truncation</para>
42632             </listitem>
42633
42634             <listitem>
42635               <para>ltrn : left truncation</para>
42636             </listitem>
42637
42638             <listitem>
42639               <para>lrtrn : left and right truncation</para>
42640             </listitem>
42641
42642             <listitem>
42643               <para>st-date : type date</para>
42644             </listitem>
42645
42646             <listitem>
42647               <para>st-numeric : type number (integer)</para>
42648             </listitem>
42649
42650             <listitem>
42651               <para>ext : exact search on whole subfield (does not work with
42652               icu)</para>
42653             </listitem>
42654
42655             <listitem>
42656               <para>phr : search on phrase anywhere in the subfield</para>
42657             </listitem>
42658
42659             <listitem>
42660               <para>startswithnt : subfield starts with</para>
42661             </listitem>
42662           </itemizedlist>
42663
42664           <para>Using specific indexes and Boolean operators are not the only
42665           way a search can be refined. You can also refine your search as a
42666           phrase when looking for a title, author, or subject. The syntax for
42667           this search is <emphasis>index,phr=search words</emphasis>.</para>
42668
42669           <para>To illustrate the results of various search types, a search
42670           was done for the words 'supreme court'. The results illustrate that
42671           the search index and the word order make a difference in search
42672           results. Only the results count and the search itself is in these
42673           examples. The search executed will always be between the single
42674           quotes.</para>
42675
42676           <screenshot>
42677             <screeninfo>Sample Search 1</screeninfo>
42678
42679             <mediaobject>
42680               <imageobject>
42681                 <imagedata fileref="images/searching/ex1.png"/>
42682               </imageobject>
42683             </mediaobject>
42684           </screenshot>
42685
42686           <screenshot>
42687             <screeninfo>Sample Search 2</screeninfo>
42688
42689             <mediaobject>
42690               <imageobject>
42691                 <imagedata fileref="images/searching/ex2.png"/>
42692               </imageobject>
42693             </mediaobject>
42694           </screenshot>
42695
42696           <screenshot>
42697             <screeninfo>Sample Search 3</screeninfo>
42698
42699             <mediaobject>
42700               <imageobject>
42701                 <imagedata fileref="images/searching/ex3.png"/>
42702               </imageobject>
42703             </mediaobject>
42704           </screenshot>
42705
42706           <screenshot>
42707             <screeninfo>Sample Search 4</screeninfo>
42708
42709             <mediaobject>
42710               <imageobject>
42711                 <imagedata fileref="images/searching/ex4.png"/>
42712               </imageobject>
42713             </mediaobject>
42714           </screenshot>
42715
42716           <screenshot>
42717             <screeninfo>Sample Search 5</screeninfo>
42718
42719             <mediaobject>
42720               <imageobject>
42721                 <imagedata fileref="images/searching/ex5.png"/>
42722               </imageobject>
42723             </mediaobject>
42724           </screenshot>
42725
42726           <screenshot>
42727             <screeninfo>Sample Search 6</screeninfo>
42728
42729             <mediaobject>
42730               <imageobject>
42731                 <imagedata fileref="images/searching/ex6.png"/>
42732               </imageobject>
42733             </mediaobject>
42734           </screenshot>
42735
42736           <screenshot>
42737             <screeninfo>Sample Search 7</screeninfo>
42738
42739             <mediaobject>
42740               <imageobject>
42741                 <imagedata fileref="images/searching/ex7.png"/>
42742               </imageobject>
42743             </mediaobject>
42744           </screenshot>
42745
42746           <screenshot>
42747             <screeninfo>Sample Search 8</screeninfo>
42748
42749             <mediaobject>
42750               <imageobject>
42751                 <imagedata fileref="images/searching/ex8.png"/>
42752               </imageobject>
42753             </mediaobject>
42754           </screenshot>
42755
42756           <screenshot>
42757             <screeninfo>Sample Search 9</screeninfo>
42758
42759             <mediaobject>
42760               <imageobject>
42761                 <imagedata fileref="images/searching/ex9.png"/>
42762               </imageobject>
42763             </mediaobject>
42764           </screenshot>
42765
42766           <para>You can also choose to use limiters in your search query. Some
42767           common limiters include dates, languages, record types, and item
42768           types. In the Advance Search, you can either click a box or key in
42769           data to limit your search. You can also apply the same limits with
42770           CCL by using the syntax in the following examples. In all</para>
42771
42772           <para><emphasis>By Date: su=supreme court and
42773           yr,st-numeric=&gt;2000</emphasis></para>
42774
42775           <screenshot>
42776             <screeninfo>Sample Search 10</screeninfo>
42777
42778             <mediaobject>
42779               <imageobject>
42780                 <imagedata fileref="images/searching/ex10.png"/>
42781               </imageobject>
42782             </mediaobject>
42783           </screenshot>
42784
42785           <para>When you limit by date, you can use the '&gt;' (greater than),
42786           '&lt;' (less than), '=' (equal), or 'yyyy-yyyy' (range)
42787           symbols.</para>
42788
42789           <para><emphasis>By Item Type: su=nursing and
42790           itype:BK</emphasis></para>
42791
42792           <screenshot>
42793             <screeninfo>Sample Search 11</screeninfo>
42794
42795             <mediaobject>
42796               <imageobject>
42797                 <imagedata fileref="images/searching/ex11.png"/>
42798               </imageobject>
42799             </mediaobject>
42800           </screenshot>
42801
42802           <para>Each library will have a different set of item types defined
42803           in their circulation configuration. When you set up item types, you
42804           define a code and a name for each one. The name will appear on the
42805           Advance Search page. The code you assigned is used as a CCL search
42806           limit, formatted as 'itype:x', where 'x' is the assigned code. The
42807           initial set of item types in Koha will usually be edited to reflect
42808           your collections, so your item type limiters may be different than
42809           the initial ones. The initial item type limiters follow.</para>
42810
42811           <itemizedlist>
42812             <listitem>
42813               <para>itype:BKS Books, Booklets, Workbooks</para>
42814             </listitem>
42815
42816             <listitem>
42817               <para>itype:SR Audio Cassettes, CDs</para>
42818             </listitem>
42819
42820             <listitem>
42821               <para>itype:IR Binders</para>
42822             </listitem>
42823
42824             <listitem>
42825               <para>itype:CF CD-ROMs, DVD-ROMs, General Online
42826               Resources</para>
42827             </listitem>
42828
42829             <listitem>
42830               <para>itype:VR DVDs, VHS</para>
42831             </listitem>
42832
42833             <listitem>
42834               <para>itype:KT Kit</para>
42835             </listitem>
42836
42837             <listitem>
42838               <para>itype:AR Models</para>
42839             </listitem>
42840
42841             <listitem>
42842               <para>itype:SER Serials</para>
42843             </listitem>
42844           </itemizedlist>
42845
42846           <para><emphasis>By format: su=supreme court not
42847           l-format:sr</emphasis></para>
42848
42849           <screenshot>
42850             <screeninfo>Sample Search 12</screeninfo>
42851
42852             <mediaobject>
42853               <imageobject>
42854                 <imagedata fileref="images/searching/ex12.png"/>
42855               </imageobject>
42856             </mediaobject>
42857           </screenshot>
42858
42859           <para>The format limiters are derived from a combination of LDR, 006
42860           and 007 positions. The formats that are currently defined are the
42861           following.</para>
42862
42863           <itemizedlist>
42864             <listitem>
42865               <para>l-format:ta Regular print</para>
42866             </listitem>
42867
42868             <listitem>
42869               <para>l-format:tb Large print</para>
42870             </listitem>
42871
42872             <listitem>
42873               <para>l-format:fk Braille</para>
42874             </listitem>
42875
42876             <listitem>
42877               <para>l-format:sd CD audio</para>
42878             </listitem>
42879
42880             <listitem>
42881               <para>l-format:ss Cassette recording</para>
42882             </listitem>
42883
42884             <listitem>
42885               <para>l-format:vf VHS tape</para>
42886             </listitem>
42887
42888             <listitem>
42889               <para>l-format:vd DVD video</para>
42890             </listitem>
42891
42892             <listitem>
42893               <para>l-format:co CD software</para>
42894             </listitem>
42895
42896             <listitem>
42897               <para>l-format:cr Website</para>
42898             </listitem>
42899           </itemizedlist>
42900
42901           <para><emphasis>By content type: su=supreme court not
42902           ctype:l</emphasis></para>
42903
42904           <screenshot>
42905             <screeninfo>Sample Search 13</screeninfo>
42906
42907             <mediaobject>
42908               <imageobject>
42909                 <imagedata fileref="images/searching/ex13.png"/>
42910               </imageobject>
42911             </mediaobject>
42912           </screenshot>
42913
42914           <para>The content types are taken from the 008 MARC tag, positions
42915           24-27.</para>
42916
42917           <para>There are two other limiter types that are not described in
42918           this document. They are: Audience and Content. The only difference
42919           in the syntax of the CCL is the actual limiter. They are reproduced
42920           here just in case you would like to use these limiters.</para>
42921         </section>
42922       </section>
42923     </section>
42924
42925     <section id="kohasearchindexes">
42926       <title>Koha Search Indexes</title>
42927
42928       <para>By default, not all fields are indexed in the Zebra search engine,
42929       but many are. Below are the MARC21 fields that are indexed in
42930       Zebra.</para>
42931
42932       <table cellpadding="4" cellspacing="4" frame="all">
42933         <title>Indexes</title>
42934
42935         <tgroup align="left" cols="2" colsep="1" rowsep="1">
42936           <thead>
42937             <row>
42938               <entry><para>Field</para></entry>
42939
42940               <entry><para>Description</para></entry>
42941             </row>
42942           </thead>
42943
42944           <tbody>
42945             <row>
42946               <entry>Leader/06</entry>
42947               <entry>Record-type, rtype</entry>
42948             </row>
42949             <row>
42950               <entry>Leader/07</entry>
42951               <entry>Bib-level</entry>
42952             </row>
42953             <row>
42954               <entry>Leader/06-07</entry>
42955               <entry>Material-type</entry>
42956             </row>
42957             <row>
42958               <entry><para>001</para></entry>
42959
42960               <entry><para>Control-number</para></entry>
42961             </row>
42962
42963             <row>
42964               <entry><para>005</para></entry>
42965
42966               <entry><para>Date/time-last-modified</para></entry>
42967             </row>
42968
42969             <row>
42970               <entry><para>007</para></entry>
42971
42972               <entry><para>Microform-generation:n:range(data,11,1),
42973               Material-type,ff7-00:w:range(data,0,1),
42974               ff7-01:w:range(data,1,1), ff7-02:w:range(data,2,1),
42975               ff7-01-02:w:range(data,0,2)</para></entry>
42976             </row>
42977
42978             <row>
42979               <entry><para>008</para></entry>
42980
42981               <entry><para>date-entered-on-file:n:range(data,0,5),
42982               date-entered-on-file:s:range(data,0,5),
42983               pubdate:w:range(data,7,4), pubdate:n:range(data,7,4),
42984               pubdate:y:range(data,7,4), pubdate:s:range(data,7,4),
42985               pl:w:range(data,15,3), ta:w:range(data,22,1),
42986               ff8-23:w:range(data,23,1), ff8-29:w:range(data,29,1),
42987               lf:w:range(data,33,1), bio:w:range(data,34,1),
42988               ln:n:range(data,35,3), ctype:w:range(data,24,4),
42989               Record-source:w:range(data,39,0)</para></entry>
42990             </row>
42991
42992             <row>
42993               <entry><para>010</para></entry>
42994
42995               <entry><para>LC-card-number, Identifier-standard</para></entry>
42996             </row>
42997
42998             <row>
42999               <entry><para>011</para></entry>
43000
43001               <entry><para>LC-card-number, Identifier-standard</para></entry>
43002             </row>
43003
43004             <row>
43005               <entry><para>015</para></entry>
43006
43007               <entry><para>BNB-card-number, BGF-number, Number-db,
43008               Number-natl-biblio, Identifier-standard</para></entry>
43009             </row>
43010
43011             <row>
43012               <entry><para>017</para></entry>
43013
43014               <entry><para>Number-legal-deposit,
43015               Identifier-standard</para></entry>
43016             </row>
43017
43018             <row>
43019               <entry><para>018</para></entry>
43020
43021               <entry><para>Identifier-standard</para></entry>
43022             </row>
43023
43024             <row>
43025               <entry><para>020$a</para></entry>
43026
43027               <entry><para>ISBN:w, Identifier-standard:w</para></entry>
43028             </row>
43029
43030             <row>
43031               <entry><para>020</para></entry>
43032
43033               <entry><para>Identifier-standard</para></entry>
43034             </row>
43035
43036             <row>
43037               <entry><para>022$a</para></entry>
43038
43039               <entry><para>ISSN:w, Identifier-standard:w</para></entry>
43040             </row>
43041
43042             <row>
43043               <entry><para>022</para></entry>
43044
43045               <entry><para>Identifier-standard</para></entry>
43046             </row>
43047
43048             <row>
43049               <entry><para>023</para></entry>
43050
43051               <entry><para>Identifier-standard</para></entry>
43052             </row>
43053
43054             <row>
43055               <entry><para>024$a</para></entry>
43056
43057               <entry><para>Identifier-other</para></entry>
43058             </row>
43059
43060             <row>
43061               <entry><para>024</para></entry>
43062
43063               <entry><para>Identifier-standard</para></entry>
43064             </row>
43065
43066             <row>
43067               <entry><para>025</para></entry>
43068
43069               <entry><para>Identifier-standard</para></entry>
43070             </row>
43071
43072             <row>
43073               <entry><para>027</para></entry>
43074
43075               <entry><para>Report-number, Identifier-standard</para></entry>
43076             </row>
43077
43078             <row>
43079               <entry><para>028</para></entry>
43080
43081               <entry><para>Number-music-publisher,
43082               Identifier-standard</para></entry>
43083             </row>
43084
43085             <row>
43086               <entry><para>030</para></entry>
43087
43088               <entry><para>CODEN, Identifier-standard</para></entry>
43089             </row>
43090
43091             <row>
43092               <entry><para>034</para></entry>
43093
43094               <entry><para>Map-scale</para></entry>
43095             </row>
43096
43097             <row>
43098               <entry><para>037</para></entry>
43099
43100               <entry><para>Identifier-standard, Stock-number</para></entry>
43101             </row>
43102
43103             <row>
43104               <entry><para>040</para></entry>
43105
43106               <entry><para>Code-institution, Record-source</para></entry>
43107             </row>
43108             <row>
43109               <entry>041$a</entry>
43110               <entry>ln-audio</entry>
43111             </row>
43112             <row>
43113               <entry>041$h</entry>
43114               <entry>language-original</entry>
43115             </row>
43116             <row>
43117               <entry>041$j</entry>
43118               <entry>ln-subtitle</entry>
43119             </row>
43120
43121             <row>
43122               <entry><para>041</para></entry>
43123
43124               <entry><para>ln</para></entry>
43125             </row>
43126
43127             <row>
43128               <entry><para>043</para></entry>
43129
43130               <entry><para>Code-geographic</para></entry>
43131             </row>
43132
43133             <row>
43134               <entry><para>050$b</para></entry>
43135
43136               <entry><para>LC-call-number:w, LC-call-number:p,
43137               LC-call-number:s</para></entry>
43138             </row>
43139
43140             <row>
43141               <entry><para>050</para></entry>
43142
43143               <entry><para>LC-call-number:w, LC-call-number:p,
43144               LC-call-number:s</para></entry>
43145             </row>
43146
43147             <row>
43148               <entry><para>052</para></entry>
43149
43150               <entry><para>Geographic-class</para></entry>
43151             </row>
43152
43153             <row>
43154               <entry><para>060</para></entry>
43155
43156               <entry><para>NLM-call-number</para></entry>
43157             </row>
43158
43159             <row>
43160               <entry><para>070</para></entry>
43161
43162               <entry><para>NAL-call-number</para></entry>
43163             </row>
43164
43165             <row>
43166               <entry><para>080</para></entry>
43167
43168               <entry><para>UDC-classification</para></entry>
43169             </row>
43170
43171             <row>
43172               <entry><para>082</para></entry>
43173
43174               <entry><para>Dewey-classification:w,
43175               Dewey-classification:s</para></entry>
43176             </row>
43177
43178             <row>
43179               <entry><para>086</para></entry>
43180
43181               <entry><para>Number-govt-pub</para></entry>
43182             </row>
43183
43184             <row>
43185               <entry><para>100$9</para></entry>
43186
43187               <entry><para>Cross-Reference:w, Koha-Auth-Number</para></entry>
43188             </row>
43189
43190             <row>
43191               <entry><para>100$a</para></entry>
43192
43193               <entry><para>Author,Author:p, Author:s, Editor,
43194               Author-personal-bibliography, Author-personal-bibliography:p,
43195               Author-personal-bibliography:s</para></entry>
43196             </row>
43197
43198             <row>
43199               <entry><para>100</para></entry>
43200
43201               <entry><para>Author, Author-title, Author-name-personal, Name,
43202               Name-and-title, Personal-name</para></entry>
43203             </row>
43204
43205             <row>
43206               <entry><para>110$9</para></entry>
43207
43208               <entry><para>Koha-Auth-Number</para></entry>
43209             </row>
43210
43211             <row>
43212               <entry><para>110</para></entry>
43213
43214               <entry><para>Author, Author-title, Author-name-corporate, Name,
43215               Name-and-title, Corporate-name</para></entry>
43216             </row>
43217
43218             <row>
43219               <entry><para>111$9</para></entry>
43220
43221               <entry><para>Koha-Auth-Number</para></entry>
43222             </row>
43223
43224             <row>
43225               <entry><para>111</para></entry>
43226
43227               <entry><para>Author, Author-title, Author-name-corporate, Name,
43228               Name-and-title, Conference-name</para></entry>
43229             </row>
43230
43231             <row>
43232               <entry><para>130$n</para></entry>
43233
43234               <entry><para>Thematic-number</para></entry>
43235             </row>
43236
43237             <row>
43238               <entry><para>130$r</para></entry>
43239
43240               <entry><para>Music-key</para></entry>
43241             </row>
43242
43243             <row>
43244               <entry><para>130$9</para></entry>
43245
43246               <entry><para>Koha-Auth-Number</para></entry>
43247             </row>
43248
43249             <row>
43250               <entry><para>130</para></entry>
43251
43252               <entry><para>Title, Title-uniform</para></entry>
43253             </row>
43254
43255             <row>
43256               <entry><para>210</para></entry>
43257
43258               <entry><para>Title, Title-abbreviated</para></entry>
43259             </row>
43260
43261             <row>
43262               <entry><para>211</para></entry>
43263
43264               <entry><para>Title, Title-abbreviated</para></entry>
43265             </row>
43266
43267             <row>
43268               <entry><para>212</para></entry>
43269
43270               <entry><para>Title, Title-other-variant</para></entry>
43271             </row>
43272
43273             <row>
43274               <entry><para>214</para></entry>
43275
43276               <entry><para>Title, Title-expanded</para></entry>
43277             </row>
43278
43279             <row>
43280               <entry><para>222</para></entry>
43281
43282               <entry><para>Title, Title-key</para></entry>
43283             </row>
43284
43285             <row>
43286               <entry><para>240$r</para></entry>
43287
43288               <entry><para>Music-key</para></entry>
43289             </row>
43290
43291             <row>
43292               <entry><para>240$n</para></entry>
43293
43294               <entry><para>Thematic-number</para></entry>
43295             </row>
43296
43297             <row>
43298               <entry><para>240</para></entry>
43299
43300               <entry><para>Title:w, Title:p, Title-uniform</para></entry>
43301             </row>
43302
43303             <row>
43304               <entry><para>243$n</para></entry>
43305
43306               <entry><para>Thematic-number</para></entry>
43307             </row>
43308
43309             <row>
43310               <entry><para>243$r</para></entry>
43311
43312               <entry><para>Music-key</para></entry>
43313             </row>
43314
43315             <row>
43316               <entry><para>243</para></entry>
43317
43318               <entry><para>Title:w, Title:p, Title-collective</para></entry>
43319             </row>
43320
43321             <row>
43322               <entry><para>245$a</para></entry>
43323
43324               <entry><para>Title-cover:w, Title-cover:p, Title-cover:s,
43325               Title:w, Title:p, Title:s</para></entry>
43326             </row>
43327
43328             <row>
43329               <entry><para>245$c</para></entry>
43330
43331               <entry><para>Author, Author-in-order:w, Author-in-order:p,
43332               Author-in-order:s</para></entry>
43333             </row>
43334
43335             <row>
43336               <entry><para>245$9</para></entry>
43337
43338               <entry><para>Cross-Reference:w, Koha-Auth-Number</para></entry>
43339             </row>
43340
43341             <row>
43342               <entry><para>245</para></entry>
43343
43344               <entry><para>Title:w, Title:p</para></entry>
43345             </row>
43346
43347             <row>
43348               <entry><para>246</para></entry>
43349
43350               <entry><para>Title, Title:p, Title-abbreviated, Title-expanded,
43351               Title-former</para></entry>
43352             </row>
43353
43354             <row>
43355               <entry><para>247</para></entry>
43356
43357               <entry><para>Title, Title:p, Title-former, Title-other-variant,
43358               Related-periodical</para></entry>
43359             </row>
43360
43361             <row>
43362               <entry><para>260$a</para></entry>
43363
43364               <entry><para>pl:w, pl:p</para></entry>
43365             </row>
43366
43367             <row>
43368               <entry><para>260$b</para></entry>
43369
43370               <entry><para>Publisher:w, Publisher:p</para></entry>
43371             </row>
43372
43373             <row>
43374               <entry><para>260$c</para></entry>
43375
43376               <entry><para>copydate, copydate:s</para></entry>
43377             </row>
43378
43379             <row>
43380               <entry><para>260</para></entry>
43381
43382               <entry><para>Provider, pl</para></entry>
43383             </row>
43384             <row>
43385               <entry>264</entry>
43386               <entry>Provider</entry>
43387             </row>
43388
43389             <row>
43390               <entry><para>300</para></entry>
43391
43392               <entry><para>Extent:w, Extent:p</para></entry>
43393             </row>
43394
43395             <row>
43396               <entry><para>400$a</para></entry>
43397
43398               <entry><para>Name-and-title</para></entry>
43399             </row>
43400
43401             <row>
43402               <entry><para>400$t</para></entry>
43403
43404               <entry><para>Author-title, Name-and-title, Title,
43405               Title-series</para></entry>
43406             </row>
43407
43408             <row>
43409               <entry><para>400$9</para></entry>
43410
43411               <entry><para>Koha-Auth-Number</para></entry>
43412             </row>
43413
43414             <row>
43415               <entry><para>400</para></entry>
43416
43417               <entry><para>Author, Author-name-personal, Name,
43418               Personal-name</para></entry>
43419             </row>
43420
43421             <row>
43422               <entry><para>410</para></entry>
43423
43424               <entry><para>Author, Corporate-name</para></entry>
43425             </row>
43426
43427             <row>
43428               <entry><para>410$a</para></entry>
43429
43430               <entry><para>Name-and-title</para></entry>
43431             </row>
43432
43433             <row>
43434               <entry><para>410$t</para></entry>
43435
43436               <entry><para>Author-title, Title, Title-series</para></entry>
43437             </row>
43438
43439             <row>
43440               <entry><para>410$9</para></entry>
43441
43442               <entry><para>Koha-Auth-Number</para></entry>
43443             </row>
43444
43445             <row>
43446               <entry><para>410</para></entry>
43447
43448               <entry><para>Author-name-corporate, Name</para></entry>
43449             </row>
43450
43451             <row>
43452               <entry><para>411</para></entry>
43453
43454               <entry><para>Author, Conference-name</para></entry>
43455             </row>
43456
43457             <row>
43458               <entry><para>411$a</para></entry>
43459
43460               <entry><para>Name-and-title</para></entry>
43461             </row>
43462
43463             <row>
43464               <entry><para>411$t</para></entry>
43465
43466               <entry><para>Author-title, Title-series</para></entry>
43467             </row>
43468
43469             <row>
43470               <entry><para>411</para></entry>
43471
43472               <entry><para>Author-name-corporate, Name</para></entry>
43473             </row>
43474
43475             <row>
43476               <entry><para>440$a</para></entry>
43477
43478               <entry><para>Title-series:w, Title-series:p</para></entry>
43479             </row>
43480
43481             <row>
43482               <entry><para>440$9</para></entry>
43483
43484               <entry><para>Koha-Auth-Number</para></entry>
43485             </row>
43486
43487             <row>
43488               <entry><para>440</para></entry>
43489
43490               <entry><para>Title-series:w, Title-series:p, Title,
43491               Title-series</para></entry>
43492             </row>
43493
43494             <row>
43495               <entry><para>490$a</para></entry>
43496
43497               <entry><para>Title-series:w, Title-series:p</para></entry>
43498             </row>
43499
43500             <row>
43501               <entry><para>490</para></entry>
43502
43503               <entry><para>Title, Title-series</para></entry>
43504             </row>
43505
43506             <row>
43507               <entry><para>490$9</para></entry>
43508
43509               <entry><para>Koha-Auth-Number</para></entry>
43510             </row>
43511
43512             <row>
43513               <entry><para>500</para></entry>
43514
43515               <entry><para>Note:w, Note:p</para></entry>
43516             </row>
43517
43518             <row>
43519               <entry><para>502</para></entry>
43520
43521               <entry><para>Material-type</para></entry>
43522             </row>
43523
43524             <row>
43525               <entry><para>505$r</para></entry>
43526
43527               <entry><para>Author</para></entry>
43528             </row>
43529
43530             <row>
43531               <entry><para>505$t</para></entry>
43532
43533               <entry><para>Title</para></entry>
43534             </row>
43535
43536             <row>
43537               <entry><para>505</para></entry>
43538
43539               <entry><para>Note:w, Note:p</para></entry>
43540             </row>
43541
43542             <row>
43543               <entry><para>510</para></entry>
43544
43545               <entry><para>Indexed-by</para></entry>
43546             </row>
43547
43548             <row>
43549               <entry><para>520</para></entry>
43550
43551               <entry><para>Abstract:w, Abstract:p</para></entry>
43552             </row>
43553
43554             <row>
43555               <entry><para>521$a</para></entry>
43556
43557               <entry><para>lex:n</para></entry>
43558             </row>
43559
43560             <row>
43561               <entry><para>526$c</para></entry>
43562
43563               <entry><para>arl, arl:n</para></entry>
43564             </row>
43565
43566             <row>
43567               <entry><para>526$d</para></entry>
43568
43569               <entry><para>arp, arp:n</para></entry>
43570             </row>
43571
43572             <row>
43573               <entry><para>590</para></entry>
43574
43575               <entry><para>Note:w, Note:p</para></entry>
43576             </row>
43577
43578             <row>
43579               <entry><para>600$a</para></entry>
43580
43581               <entry><para>Name-and-title, Name, Personal-name,
43582               Subject-name-personal, Subject</para></entry>
43583             </row>
43584
43585             <row>
43586               <entry><para>600$t</para></entry>
43587
43588               <entry><para>Name-and-title, Title, Subject</para></entry>
43589             </row>
43590
43591             <row>
43592               <entry><para>600$9</para></entry>
43593
43594               <entry><para>Koha-Auth-Number</para></entry>
43595             </row>
43596
43597             <row>
43598               <entry><para>600</para></entry>
43599
43600               <entry><para>Name, Personal-name, Subject-name-personal,
43601               Subject</para></entry>
43602             </row>
43603
43604             <row>
43605               <entry><para>610$a</para></entry>
43606
43607               <entry><para>Name-and-title</para></entry>
43608             </row>
43609
43610             <row>
43611               <entry><para>610$t</para></entry>
43612
43613               <entry><para>Name-and-title, Title</para></entry>
43614             </row>
43615
43616             <row>
43617               <entry><para>610$9</para></entry>
43618
43619               <entry><para>Koha-Auth-Number</para></entry>
43620             </row>
43621
43622             <row>
43623               <entry><para>610</para></entry>
43624
43625               <entry><para>Name, Subject, Corporate-name</para></entry>
43626             </row>
43627
43628             <row>
43629               <entry><para>611</para></entry>
43630
43631               <entry><para>Conference-name</para></entry>
43632             </row>
43633
43634             <row>
43635               <entry><para>611$a</para></entry>
43636
43637               <entry><para>Name-and-title</para></entry>
43638             </row>
43639
43640             <row>
43641               <entry><para>611$t</para></entry>
43642
43643               <entry><para>Name-and-title, Title</para></entry>
43644             </row>
43645
43646             <row>
43647               <entry><para>611$9</para></entry>
43648
43649               <entry><para>Koha-Auth-Number</para></entry>
43650             </row>
43651
43652             <row>
43653               <entry><para>611</para></entry>
43654
43655               <entry><para>Name, Subject</para></entry>
43656             </row>
43657
43658             <row>
43659               <entry><para>630$n</para></entry>
43660
43661               <entry><para>Thematic-number</para></entry>
43662             </row>
43663
43664             <row>
43665               <entry><para>630$r</para></entry>
43666
43667               <entry><para>Music-key</para></entry>
43668             </row>
43669
43670             <row>
43671               <entry><para>630$9</para></entry>
43672
43673               <entry><para>Koha-Auth-Number</para></entry>
43674             </row>
43675
43676             <row>
43677               <entry><para>630</para></entry>
43678
43679               <entry><para>Subject</para></entry>
43680             </row>
43681
43682             <row>
43683               <entry><para>650$9</para></entry>
43684
43685               <entry><para>Koha-Auth-Number</para></entry>
43686             </row>
43687
43688             <row>
43689               <entry><para>650</para></entry>
43690
43691               <entry><para>Subject, Subject:p</para></entry>
43692             </row>
43693
43694             <row>
43695               <entry><para>651$9</para></entry>
43696
43697               <entry><para>Koha-Auth-Number</para></entry>
43698             </row>
43699
43700             <row>
43701               <entry><para>651</para></entry>
43702
43703               <entry><para>Name-geographic, Subject,Subject:p</para></entry>
43704             </row>
43705
43706             <row>
43707               <entry><para>652$9</para></entry>
43708
43709               <entry><para>Koha-Auth-Number</para></entry>
43710             </row>
43711
43712             <row>
43713               <entry><para>653$9</para></entry>
43714
43715               <entry><para>Koha-Auth-Number</para></entry>
43716             </row>
43717
43718             <row>
43719               <entry><para>653</para></entry>
43720
43721               <entry><para>Subject, Subject:p</para></entry>
43722             </row>
43723
43724             <row>
43725               <entry><para>654$9</para></entry>
43726
43727               <entry><para>Koha-Auth-Number</para></entry>
43728             </row>
43729
43730             <row>
43731               <entry><para>654</para></entry>
43732
43733               <entry><para>Subject</para></entry>
43734             </row>
43735
43736             <row>
43737               <entry><para>655$9</para></entry>
43738
43739               <entry><para>Koha-Auth-Number</para></entry>
43740             </row>
43741
43742             <row>
43743               <entry><para>655</para></entry>
43744
43745               <entry><para>Subject</para></entry>
43746             </row>
43747
43748             <row>
43749               <entry><para>656$9</para></entry>
43750
43751               <entry><para>Koha-Auth-Number</para></entry>
43752             </row>
43753
43754             <row>
43755               <entry><para>656</para></entry>
43756
43757               <entry><para>Subject</para></entry>
43758             </row>
43759
43760             <row>
43761               <entry><para>657$9</para></entry>
43762
43763               <entry><para>Koha-Auth-Number</para></entry>
43764             </row>
43765
43766             <row>
43767               <entry><para>657</para></entry>
43768
43769               <entry><para>Subject</para></entry>
43770             </row>
43771
43772             <row>
43773               <entry><para>690$9</para></entry>
43774
43775               <entry><para>Koha-Auth-Number</para></entry>
43776             </row>
43777
43778             <row>
43779               <entry><para>690</para></entry>
43780
43781               <entry><para>Subject, Subject:p</para></entry>
43782             </row>
43783
43784             <row>
43785               <entry><para>700$9</para></entry>
43786
43787               <entry><para>Cross-Reference, Koha-Auth-Number</para></entry>
43788             </row>
43789
43790             <row>
43791               <entry><para>700$a</para></entry>
43792
43793               <entry><para>Author, Author:p</para></entry>
43794             </row>
43795
43796             <row>
43797               <entry><para>700$n</para></entry>
43798
43799               <entry><para>Thematic-number</para></entry>
43800             </row>
43801
43802             <row>
43803               <entry><para>700$r</para></entry>
43804
43805               <entry><para>Music-key</para></entry>
43806             </row>
43807
43808             <row>
43809               <entry><para>700$t</para></entry>
43810
43811               <entry><para>Author-title, Name-and-title, Title,
43812               Title-uniform</para></entry>
43813             </row>
43814
43815             <row>
43816               <entry><para>700</para></entry>
43817
43818               <entry><para>Author, Author-name-corporate,
43819               Author-name-personal, Name, Editor, Personal-name</para></entry>
43820             </row>
43821
43822             <row>
43823               <entry><para>710</para></entry>
43824
43825               <entry><para>Author, Corporate-name</para></entry>
43826             </row>
43827
43828             <row>
43829               <entry><para>710$t</para></entry>
43830
43831               <entry><para>Author-title, Name-and-title, Title,
43832               Title-uniform</para></entry>
43833             </row>
43834
43835             <row>
43836               <entry><para>710$a</para></entry>
43837
43838               <entry><para>Name-and-title</para></entry>
43839             </row>
43840
43841             <row>
43842               <entry><para>710$9</para></entry>
43843
43844               <entry><para>Koha-Auth-Number</para></entry>
43845             </row>
43846
43847             <row>
43848               <entry><para>710</para></entry>
43849
43850               <entry><para>Author, Name</para></entry>
43851             </row>
43852
43853             <row>
43854               <entry><para>711$a</para></entry>
43855
43856               <entry><para>Name-and-title</para></entry>
43857             </row>
43858
43859             <row>
43860               <entry><para>711$t</para></entry>
43861
43862               <entry><para>Author-title, Title, Title-uniform</para></entry>
43863             </row>
43864
43865             <row>
43866               <entry><para>711$9</para></entry>
43867
43868               <entry><para>Koha-Auth-Number</para></entry>
43869             </row>
43870
43871             <row>
43872               <entry><para>711</para></entry>
43873
43874               <entry><para>Author-name-corporate, Name,
43875               Conference-name</para></entry>
43876             </row>
43877
43878             <row>
43879               <entry><para>730$n</para></entry>
43880
43881               <entry><para>Thematic-number</para></entry>
43882             </row>
43883
43884             <row>
43885               <entry><para>730$r</para></entry>
43886
43887               <entry><para>Music-key</para></entry>
43888             </row>
43889
43890             <row>
43891               <entry><para>730$9</para></entry>
43892
43893               <entry><para>Koha-Auth-Number</para></entry>
43894             </row>
43895
43896             <row>
43897               <entry><para>730</para></entry>
43898
43899               <entry><para>Title, Title-uniform</para></entry>
43900             </row>
43901
43902             <row>
43903               <entry><para>740</para></entry>
43904
43905               <entry><para>Title, Title-other-variant</para></entry>
43906             </row>
43907
43908             <row>
43909               <entry><para>773$t</para></entry>
43910
43911               <entry><para>Host-item</para></entry>
43912             </row>
43913
43914             <row>
43915               <entry><para>780$t</para></entry>
43916
43917               <entry><para>Title</para></entry>
43918             </row>
43919             <row>
43920               <entry>780$w</entry>
43921               <entry>Record-control-number</entry>
43922             </row>
43923
43924             <row>
43925               <entry><para>780</para></entry>
43926
43927               <entry><para>Title, Title-former,
43928               Related-periodical</para></entry>
43929             </row>
43930             <row>
43931               <entry>785$w</entry>
43932               <entry>Record-control-number</entry>
43933             </row>
43934
43935             <row>
43936               <entry><para>785</para></entry>
43937
43938               <entry><para>Related-periodical</para></entry>
43939             </row>
43940             <row>
43941               <entry>787$w</entry>
43942               <entry>Record-control-number</entry>
43943             </row>
43944
43945             <row>
43946               <entry><para>800$a</para></entry>
43947
43948               <entry><para>Name-and-title</para></entry>
43949             </row>
43950
43951             <row>
43952               <entry><para>800$t</para></entry>
43953
43954               <entry><para>Author-title, Name-and-title, Title,
43955               Title-series</para></entry>
43956             </row>
43957
43958             <row>
43959               <entry><para>800$9</para></entry>
43960
43961               <entry><para>Koha-Auth-Number</para></entry>
43962             </row>
43963
43964             <row>
43965               <entry><para>800</para></entry>
43966
43967               <entry><para>Author, Author-name-personal, Name,
43968               Personal-name</para></entry>
43969             </row>
43970
43971             <row>
43972               <entry><para>810$a</para></entry>
43973
43974               <entry><para>Name-and-title</para></entry>
43975             </row>
43976
43977             <row>
43978               <entry><para>810$t</para></entry>
43979
43980               <entry><para>Author-title, Name-and-title, Title,
43981               Title-series</para></entry>
43982             </row>
43983
43984             <row>
43985               <entry><para>810$9</para></entry>
43986
43987               <entry><para>Koha-Auth-Number</para></entry>
43988             </row>
43989
43990             <row>
43991               <entry><para>810</para></entry>
43992
43993               <entry><para>Author, Corporate-name, Author-name-corporate,
43994               Name</para></entry>
43995             </row>
43996
43997             <row>
43998               <entry><para>811$a</para></entry>
43999
44000               <entry><para>Name-and-title</para></entry>
44001             </row>
44002
44003             <row>
44004               <entry><para>811$9</para></entry>
44005
44006               <entry><para>Koha-Auth-Number</para></entry>
44007             </row>
44008
44009             <row>
44010               <entry><para>811$t</para></entry>
44011
44012               <entry><para>Author-title, Name-and-title, Title,
44013               Title-series</para></entry>
44014             </row>
44015
44016             <row>
44017               <entry><para>811</para></entry>
44018
44019               <entry><para>Author, Author-name-corporate, Name,
44020               Conference-name</para></entry>
44021             </row>
44022
44023             <row>
44024               <entry><para>830$9</para></entry>
44025
44026               <entry><para>Koha-Auth-Number</para></entry>
44027             </row>
44028
44029             <row>
44030               <entry><para>830</para></entry>
44031
44032               <entry><para>Title, Title-series</para></entry>
44033             </row>
44034
44035             <row>
44036               <entry><para>840</para></entry>
44037
44038               <entry><para>Title, Title-series</para></entry>
44039             </row>
44040
44041             <row>
44042               <entry><para>942$0</para></entry>
44043
44044               <entry><para>totalissues:n, totalissues:s</para></entry>
44045             </row>
44046
44047             <row>
44048               <entry><para>942$2</para></entry>
44049
44050               <entry><para>cn-bib-source</para></entry>
44051             </row>
44052
44053             <row>
44054               <entry><para>942$6</para></entry>
44055
44056               <entry><para>cn-bib-sort:n, cn-bib-sort:s</para></entry>
44057             </row>
44058
44059             <row>
44060               <entry><para>942$c</para></entry>
44061
44062               <entry><para>itemtype:w</para></entry>
44063             </row>
44064
44065             <row>
44066               <entry><para>942$n</para></entry>
44067
44068               <entry><para>Suppress:w, Suppress:n</para></entry>
44069             </row>
44070
44071             <row>
44072               <entry><para>942$h</para></entry>
44073
44074               <entry><para>cn-class</para></entry>
44075             </row>
44076
44077             <row>
44078               <entry><para>942$i</para></entry>
44079
44080               <entry><para>cn-item</para></entry>
44081             </row>
44082
44083             <row>
44084               <entry><para>942$k</para></entry>
44085
44086               <entry><para>cn-prefix</para></entry>
44087             </row>
44088
44089             <row>
44090               <entry><para>942$m</para></entry>
44091
44092               <entry><para>cn-suffix</para></entry>
44093             </row>
44094
44095             <row>
44096               <entry><para>952$0</para></entry>
44097
44098               <entry><para>withdrawn:n, withdrawn:w</para></entry>
44099             </row>
44100
44101             <row>
44102               <entry><para>952$1</para></entry>
44103
44104               <entry><para>lost, lost:n</para></entry>
44105             </row>
44106
44107             <row>
44108               <entry><para>952$2</para></entry>
44109
44110               <entry><para>classification-source</para></entry>
44111             </row>
44112
44113             <row>
44114               <entry><para>952$3</para></entry>
44115
44116               <entry><para>materials-specified</para></entry>
44117             </row>
44118
44119             <row>
44120               <entry><para>952$4</para></entry>
44121
44122               <entry><para>damaged:n, damaged:w</para></entry>
44123             </row>
44124
44125             <row>
44126               <entry><para>952$5</para></entry>
44127
44128               <entry><para>restricted:n, restricted:w</para></entry>
44129             </row>
44130
44131             <row>
44132               <entry><para>952$6</para></entry>
44133
44134               <entry><para>cn-sort:n, cn-sort:s</para></entry>
44135             </row>
44136
44137             <row>
44138               <entry><para>952$7</para></entry>
44139
44140               <entry><para>notforloan:n, notforloan:w</para></entry>
44141             </row>
44142
44143             <row>
44144               <entry><para>952$8</para></entry>
44145
44146               <entry><para>ccode</para></entry>
44147             </row>
44148
44149             <row>
44150               <entry><para>952$9</para></entry>
44151
44152               <entry><para>itemnumber:n, itemnumber:s</para></entry>
44153             </row>
44154
44155             <row>
44156               <entry><para>952$a</para></entry>
44157
44158               <entry><para>homebranch</para></entry>
44159             </row>
44160
44161             <row>
44162               <entry><para>952$b</para></entry>
44163
44164               <entry><para>holdingbranch</para></entry>
44165             </row>
44166
44167             <row>
44168               <entry><para>952$c</para></entry>
44169
44170               <entry><para>location</para></entry>
44171             </row>
44172
44173             <row>
44174               <entry><para>952$d</para></entry>
44175
44176               <entry><para>Date-of-acquisition, Date-of-acquisition:d,
44177               Date-of-acquisition:s</para></entry>
44178             </row>
44179
44180             <row>
44181               <entry><para>952$e</para></entry>
44182
44183               <entry><para>acqsource</para></entry>
44184             </row>
44185
44186             <row>
44187               <entry><para>952$f</para></entry>
44188
44189               <entry><para>coded-location-qualifier</para></entry>
44190             </row>
44191
44192             <row>
44193               <entry><para>952$g</para></entry>
44194
44195               <entry><para>price</para></entry>
44196             </row>
44197
44198             <row>
44199               <entry><para>952$j</para></entry>
44200
44201               <entry><para>stack:n, stack:w</para></entry>
44202             </row>
44203
44204             <row>
44205               <entry><para>952$l</para></entry>
44206
44207               <entry><para>issues:n, issues:w, issues:s</para></entry>
44208             </row>
44209
44210             <row>
44211               <entry><para>952$m</para></entry>
44212
44213               <entry><para>renewals:n, renewals:w</para></entry>
44214             </row>
44215
44216             <row>
44217               <entry><para>952$n</para></entry>
44218
44219               <entry><para>reserves:n, reserves:w</para></entry>
44220             </row>
44221
44222             <row>
44223               <entry><para>952$o</para></entry>
44224
44225               <entry><para>Local-classification:w, Local-classification:p,
44226               Local-classification:s</para></entry>
44227             </row>
44228
44229             <row>
44230               <entry><para>952$p</para></entry>
44231
44232               <entry><para>barcode, barcode:n</para></entry>
44233             </row>
44234
44235             <row>
44236               <entry><para>952$q</para></entry>
44237
44238               <entry><para>onloan:n, onloan:w</para></entry>
44239             </row>
44240
44241             <row>
44242               <entry><para>952$r</para></entry>
44243
44244               <entry><para>datelastseen</para></entry>
44245             </row>
44246
44247             <row>
44248               <entry><para>952$s</para></entry>
44249
44250               <entry><para>datelastborrowed</para></entry>
44251             </row>
44252
44253             <row>
44254               <entry><para>952$t</para></entry>
44255
44256               <entry><para>copynumber</para></entry>
44257             </row>
44258
44259             <row>
44260               <entry><para>952$u</para></entry>
44261
44262               <entry><para>uri:u</para></entry>
44263             </row>
44264
44265             <row>
44266               <entry><para>952$v</para></entry>
44267
44268               <entry><para>replacementprice</para></entry>
44269             </row>
44270
44271             <row>
44272               <entry><para>952$w</para></entry>
44273
44274               <entry><para>replacementpricedate</para></entry>
44275             </row>
44276
44277             <row>
44278               <entry><para>952$y</para></entry>
44279
44280               <entry><para>itype:w</para></entry>
44281             </row>
44282
44283             <row>
44284               <entry><para>952$z</para></entry>
44285
44286               <entry><para>Note:w, Note:p</para></entry>
44287             </row>
44288             <row>
44289               <entry>
44290                 <para>999$c</para>
44291               </entry>
44292               <entry>
44293                 <para>Local-Number:n, Local-Number:w, Local-Number:s</para>
44294               </entry>
44295             </row>
44296             <row>
44297               <entry>
44298                 <para>999$d</para>
44299               </entry>
44300               <entry>
44301                 <para>biblioitemnumber:n, biblioitemnumber:w, biblioitemnumber:s</para>
44302               </entry>
44303             </row>
44304           </tbody>
44305         </tgroup>
44306       </table>
44307     </section>
44308   </chapter>
44309   <chapter id="pluginsystem">
44310     <title>Plugin System</title>
44311     <para>Koha's Plugin System allows for you to add additional tools and reports to Koha that are
44312       specific to your library. Plugins are installed by uploading KPZ ( Koha Plugin Zip ) packages.
44313       A KPZ file is just a zip file containing the perl files, template files, and any other files
44314       necessary to make the plugin work.</para>
44315     <para>The plugin system needs to be turned on by a system administrator. </para>
44316     <section id="pluginsetup">
44317       <title>Set up</title>
44318       <para>To set up the Koha plugin system you must first make some changes to your install.<itemizedlist>
44319           <listitem>
44320             <para>Change &lt;enable_plugins&gt;0&lt;/enable_plugins&gt; to
44321               &lt;enable_plugins&gt;1&lt;/enable_plugins&gt; in your koha-conf.xml file</para>
44322           </listitem>
44323           <listitem>
44324             <para>Restart your webserver</para>
44325           </listitem>
44326         </itemizedlist>Once set up is complete you will need to alter your <link
44327           linkend="UseKohaPlugins">UseKohaPlugins</link> system preference. On the Tools page you
44328         will see the Tools Plugins and on the Reports page you will see the Reports Plugins.</para>
44329     </section>
44330   </chapter>
44331   <chapter id="staffsearchhistory">
44332     <title>Search History</title>
44333     <para>If you have your <link linkend="EnableSearchHistory">EnableSearchHistory</link> preference
44334       set to keep your search history then you can access this information by clicking on your
44335       username in the top right of the staff client and choosing 'Search history'.</para>
44336     <screenshot>
44337       <screeninfo>Search history</screeninfo>
44338       <mediaobject>
44339         <imageobject>
44340           <imagedata fileref="images/searchhistory/searchhistory.png"/>
44341         </imageobject>
44342       </mediaobject>
44343     </screenshot>
44344     <para>From this page you will see your bibliographic search history </para>
44345     <screenshot>
44346       <screeninfo>Bibliographic search history</screeninfo>
44347       <mediaobject>
44348         <imageobject>
44349           <imagedata fileref="images/searchhistory/bibsearch.png"/>
44350         </imageobject>
44351       </mediaobject>
44352     </screenshot>
44353     <para>And your authority search history.</para>
44354     <screenshot>
44355       <screeninfo>Authority search  history</screeninfo>
44356       <mediaobject>
44357         <imageobject>
44358           <imagedata fileref="images/searchhistory/authsearch.png"/>
44359         </imageobject>
44360       </mediaobject>
44361     </screenshot>
44362   </chapter>
44363
44364   <chapter id="aboutkoha">
44365     <title>About Koha</title>
44366
44367     <para>The 'About Koha' area will give you important server information as
44368     well as general information about Koha.</para>
44369
44370     <itemizedlist>
44371       <listitem>
44372         <para><emphasis>Get there:</emphasis> More &gt; About Koha</para>
44373       </listitem>
44374     </itemizedlist>
44375
44376     <section id="aboutserver">
44377       <title>Server Information</title>
44378
44379       <para>Under the 'Server Information' tab you will find information about
44380       the Koha version and the machine you have installed Koha on. This
44381       information is very important for debugging problems. When reporting
44382       issues to your support provider or to the various other support avenues
44383       (mailing lists, chat room, etc), it's always good to give the
44384       information from this screen.</para>
44385
44386       <screenshot>
44387         <screeninfo>Server Information on Koha</screeninfo>
44388
44389         <mediaobject>
44390           <imageobject>
44391             <imagedata fileref="images/about/aboutserver.png"/>
44392           </imageobject>
44393         </mediaobject>
44394       </screenshot>
44395     </section>
44396
44397     <section id="aboutserverperl">
44398       <title>Perl Modules</title>
44399
44400       <para>In order to take advantage of all of the functionalities of Koha,
44401       you will need to keep your Perl modules up to date. The 'Perl Modules'
44402       tab will show you all of the modules required by Koha, the version you
44403       have installed and whether you need to upgrade certain modules.</para>
44404
44405       <screenshot>
44406         <screeninfo>Perl Modules</screeninfo>
44407
44408         <mediaobject>
44409           <imageobject>
44410             <imagedata fileref="images/about/aboutperlmodules.png"/>
44411           </imageobject>
44412         </mediaobject>
44413       </screenshot>
44414
44415       <para>Items listed in bold are required by Koha, items highlighed in red
44416       are missing completely and items highlighted in yellow simply need to be
44417       upgraded.</para>
44418     </section>
44419
44420     <section id="aboutsystem">
44421       <title>System Information</title>
44422
44423       <para>This tab will provide you with warnings if you are using system
44424       preferences that have since been deprecated or system preferences that
44425       you have set without other required preferences</para>
44426
44427       <screenshot>
44428         <screeninfo>System Information</screeninfo>
44429
44430         <mediaobject>
44431           <imageobject>
44432             <imagedata fileref="images/about/systeminfo.jpg"/>
44433           </imageobject>
44434         </mediaobject>
44435       </screenshot>
44436     </section>
44437   </chapter>
44438
44439   <chapter id="implementation">
44440     <title>Implementation Checklist</title>
44441
44442     <para>The following guide will walk you through the areas of Koha you need
44443     to look at in order to prepare to start using the system.</para>
44444
44445     <section id="imp-migration">
44446       <title>Data Migration</title>
44447
44448       <para>Before you can start using Koha you'll need to have some data.
44449       This can be done by entering it all by hand, but most people already
44450       have their data in electronic format of some sort and just need to
44451       reformat it a bit for importing into Koha.</para>
44452
44453       <itemizedlist>
44454         <listitem>
44455           <para>Create a list of libraries and enter their info and codes into
44456           <link linkend="libsgroups">Libraries &amp; Groups</link></para>
44457         </listitem>
44458
44459         <listitem>
44460           <para>Define your list of <link linkend="itemtypeadmin">Item
44461           Types</link></para>
44462         </listitem>
44463
44464         <listitem>
44465           <para>Define your patron categories and enter the categories and their codes into <link
44466               linkend="patcats">Patron Categories</link></para>
44467         </listitem>
44468
44469         <listitem>
44470           <para>Enter any additional patron information fields you use in your
44471           library in the <link linkend="patronattributetypes">Patron
44472           Attributes</link></para>
44473
44474           <itemizedlist>
44475             <listitem>
44476               <para>Requires that you first set the <link linkend="ExtendedPatronAttributes">ExtendedPatronAttributes</link>
44477               system preference if you have custom fields</para>
44478             </listitem>
44479           </itemizedlist>
44480         </listitem>
44481
44482         <listitem>
44483           <para>Define all of your <link linkend="authorizedvalues">Authorized
44484           Values</link></para>
44485
44486           <itemizedlist>
44487             <listitem>
44488               <para><link linkend="ccode">Collection codes</link></para>
44489             </listitem>
44490
44491             <listitem>
44492               <para><link linkend="shelvelocvals">Shelving
44493               locations</link></para>
44494             </listitem>
44495
44496             <listitem>
44497               <para>Item statuses (<link linkend="lost">lost</link>, <link linkend="notforloan">not
44498                   for loan</link>, <link linkend="damageauth">damaged</link>, <link linkend="withdrawnauth">withdrawn</link>)</para>
44499             </listitem>
44500
44501             <listitem>
44502               <para>Plus any others that are needed in your library</para>
44503             </listitem>
44504           </itemizedlist>
44505         </listitem>
44506
44507         <listitem>
44508           <para>Optionally define <link linkend="citytowns">City/State/Postal Code</link> combos </para>
44509         </listitem>
44510
44511         <listitem>
44512           <para><link linkend="kohamarcmapping">Map your bibliographic
44513           data</link> from your legacy system to Koha fields and migrate
44514           (remembering to use the collection, shelving, item type and library
44515           codes you entered in the above setting areas)</para>
44516         </listitem>
44517
44518         <listitem>
44519           <para><link linkend="patronimport">Map your patron data</link> from
44520           your legacy system to the Koha fields and migrate (remembering to
44521           use the patron and library codes you defined above)</para>
44522         </listitem>
44523
44524         <listitem>
44525           <para>Test your migrated data to be sure that everything is as you
44526           expect it to be, some things to test include:</para>
44527
44528           <itemizedlist>
44529             <listitem>
44530               <para>Check some of your titles with diacritics and make sure
44531               that they migrated properly.</para>
44532             </listitem>
44533
44534             <listitem>
44535               <para>Check titles in a series and make sure that series
44536               information migrated properly.</para>
44537             </listitem>
44538
44539             <listitem>
44540               <para>Make sure that your patrons have their contact information
44541               in the right fields.</para>
44542             </listitem>
44543
44544             <listitem>
44545               <para>If your serials data was migrated search for these records
44546               in the catalog and confirm that they look right.</para>
44547             </listitem>
44548
44549             <listitem>
44550               <para>If your serials data was migrated search for these records
44551               in the serials module and confirm that they look right.</para>
44552             </listitem>
44553
44554             <listitem>
44555               <para>Check marc records to verify a variety of items are
44556               cataloged correctly</para>
44557             </listitem>
44558
44559             <listitem>
44560               <para>Check cataloging process to see if all necessary fields
44561               are available</para>
44562             </listitem>
44563
44564             <listitem>
44565               <para>If fines are migrated, check to see that they are applied
44566               correctly</para>
44567             </listitem>
44568
44569             <listitem>
44570               <para>If holds are migrated, check to see they are accurate in
44571               catalog and patron record</para>
44572             </listitem>
44573           </itemizedlist>
44574         </listitem>
44575       </itemizedlist>
44576     </section>
44577
44578     <section id="impadmin">
44579       <title>Admin Configuration</title>
44580
44581       <para>Most of these preferences won't need to be changed to use your
44582       Koha system, but there are a few that you might want to
44583       customize.</para>
44584
44585       <itemizedlist>
44586         <listitem>
44587           <para>If your library uses CAS Authentication, you'll want to set
44588           the various <link linkend="casauthentication">CAS system
44589           preferences</link></para>
44590         </listitem>
44591
44592         <listitem>
44593           <para>Administration System Preferences</para>
44594
44595           <itemizedlist>
44596             <listitem>
44597               <para><link linkend="KohaAdminEmailAddress">KohaAdminEmailAddress</link> :
44598               This is the email address that will be used by the system in
44599               'from' lines and to send errors to if there is no email set for
44600               the branch</para>
44601             </listitem>
44602
44603             <listitem>
44604               <para><link linkend="noItemTypeImages">noItemTypeImages</link> :
44605               Decide if you want to show item type icons in the staff client
44606               and opac</para>
44607             </listitem>
44608
44609             <listitem>
44610               <para><link linkend="delimiter">delimiter</link> : This value
44611               will be put in between fields when exporting data from
44612               Koha</para>
44613             </listitem>
44614
44615             <listitem>
44616               <para><link linkend="virtualshelves">virtualshelves</link> :
44617               Decide if you want the staff and/or patrons to use lists in
44618               Koha</para>
44619             </listitem>
44620
44621             <listitem>
44622               <para><link linkend="AutoLocation">AutoLocation</link> : Require
44623               staff to log in to the staff client from a specific IP
44624               range</para>
44625             </listitem>
44626
44627             <listitem>
44628               <para><link linkend="IndependentBranches">IndependentBranches</link> : Prevent
44629                 librarians from editing content that belongs to other branches</para>
44630             </listitem>
44631           </itemizedlist>
44632         </listitem>
44633
44634         <listitem>
44635           <para>Go through the <link linkend="logs">Log System Preferences</link> and decide which
44636             actions you want to keep track of in the logs</para>
44637         </listitem>
44638         <listitem>
44639           <para>Decide if you'd like to share your library's information with the Koha community by
44640             setting the <link linkend="heaprefs">Sharing system preferences</link>.</para>
44641         </listitem>
44642         <listitem>
44643           <para>Decide what <link linkend="cronjobsch">cron jobs</link> you need to run and when.<itemizedlist>
44644               <listitem>
44645                 <para>If you're using the long overdue cron job be sure to set your <link
44646                     linkend="DefaultLongOverdueChargeValue">DefaultLongOverdueChargeValue</link>,
44647                     <link linkend="DefaultLongOverdueLostValue">DefaultLongOverdueLostValue</link>
44648                   &amp; <link linkend="DefaultLongOverdueLostValue">DefaultLongOverdueDays</link>
44649                   preferences.</para>
44650               </listitem>
44651             </itemizedlist></para>
44652         </listitem>
44653       </itemizedlist>
44654     </section>
44655
44656     <section id="implocal">
44657       <title>Localization Configuration</title>
44658
44659       <para>Koha is used worldwide and so you need to make sure you set your
44660       localization preferences so that options throughout Koha appear properly
44661       for your location/language.</para>
44662
44663       <itemizedlist>
44664         <listitem>
44665           <para>Localization/Internationalization System Preferences</para>
44666
44667           <itemizedlist>
44668             <listitem>
44669               <para><link linkend="dateformat">dateformat</link> : Decide how
44670               dates are displayed throughout Koha</para>
44671             </listitem>
44672
44673             <listitem>
44674               <para><link linkend="opaclanguagesdisplay">opaclanguagesdisplay</link> :
44675               Decide if patrons can choose what language the OPAC appears
44676               in</para>
44677
44678               <itemizedlist>
44679                 <listitem>
44680                   <para><link linkend="opaclanguages">opaclanguages</link> :
44681                   Decide which languages the patrons can choose from</para>
44682                 </listitem>
44683               </itemizedlist>
44684             </listitem>
44685
44686             <listitem>
44687               <para><link linkend="languagepref">language</link> : Decide
44688               which languages appear in the staff client</para>
44689             </listitem>
44690
44691             <listitem>
44692               <para><link linkend="CalendarFirstDayOfWeek">CalendarFirstDayOfWeek</link> :
44693               Define your first day of the week</para>
44694             </listitem>
44695           </itemizedlist>
44696         </listitem>
44697       </itemizedlist>
44698     </section>
44699
44700     <section id="impcirc">
44701       <title>Circulation Configuration</title>
44702
44703       <para>Before you start circulating your collection you'll need to set up
44704       your rules and preferences for circulation.</para>
44705
44706       <itemizedlist>
44707         <listitem>
44708           <para>Define your <link linkend="circfinerules">Circulation/Fine rules</link></para>
44709         </listitem>
44710
44711         <listitem>
44712           <para>Enter the <link linkend="calholidays">days your library is
44713           closed</link> for fines and due date calculations</para>
44714         </listitem>
44715
44716         <listitem>
44717           <para>Circulation System Preferences</para>
44718
44719           <itemizedlist>
44720             <listitem>
44721               <para><link linkend="CircControl">CircControl</link> : Define
44722               whether circ rules are based on item's location, patron's
44723               location or transaction location</para>
44724             </listitem>
44725
44726             <listitem>
44727               <para><link linkend="useDaysMode">useDaysMode</link> : Define
44728               how due dates are calculated</para>
44729             </listitem>
44730
44731             <listitem>
44732               <para><link linkend="finesCalendar">finesCalendar</link> :
44733               Define how fines are calculated (for every late date or only for
44734               days the library is open)</para>
44735             </listitem>
44736
44737             <listitem>
44738               <para><link linkend="SpecifyDueDate">SpecifyDueDate</link> : Decide if staff are
44739                 allowed to override due dates on checkout</para>
44740             </listitem>
44741             <listitem>
44742               <para><link linkend="SpecifyReturnDate">SpecifyReturnDate</link> : Decide if you want
44743                 to let the staff specify an arbitrary return date on checkin</para>
44744             </listitem>
44745             <listitem>
44746               <para><link linkend="itemBarcodeFallbackSearch">itemBarcodeFallbackSearch</link> :
44747                 Decide if you want staff to be able to checkout using a keyword search (title, call
44748                 number, etc)</para>
44749             </listitem>
44750
44751             <listitem>
44752               <para><link linkend="AutomaticItemReturn">AutomaticItemReturn</link> :
44753               Decide if items are sent back to the owning branch when checked
44754               in</para>
44755             </listitem>
44756
44757             <listitem>
44758               <para><link linkend="todaysIssuesDefaultSortOrder">todaysIssuesDefaultSortOrder</link>
44759               : Decide how items checked out today display on the patron
44760               record</para>
44761             </listitem>
44762
44763             <listitem>
44764               <para><link linkend="previousIssuesDefaultSortOrder">previousIssuesDefaultSortOrder</link>
44765               : Decide how items checked out prior to today display on the
44766               patron record</para>
44767             </listitem>
44768
44769             <listitem>
44770               <para><link linkend="noissuescharge">noissuescharge</link> :
44771               Define the maximum amount a patron can owe before checkouts are
44772               blocked</para>
44773             </listitem>
44774
44775             <listitem>
44776               <para><link linkend="ReturnBeforeExpiry">ReturnBeforeExpiry</link> : Decide
44777               if patrons need to return items before their accounts
44778               expire</para>
44779             </listitem>
44780
44781             <listitem>
44782               <para><link linkend="AllowHoldsOnDamagedItems">AllowHoldsOnDamagedItems</link>
44783               : Decide if patrons can place holds on items that are marked as
44784               damaged</para>
44785
44786               <itemizedlist>
44787                 <listitem>
44788                   <para><link linkend="AllowHoldPolicyOverride">AllowHoldPolicyOverride</link>
44789                   : Decide if you want the staff to be able to override the
44790                   setting for the above at checkout</para>
44791                 </listitem>
44792               </itemizedlist>
44793             </listitem>
44794
44795             <listitem>
44796               <para><link linkend="maxreserves">maxreserves</link> : Decide
44797               how many items a patron can have on hold at once</para>
44798
44799               <itemizedlist>
44800                 <listitem>
44801                   <para><link linkend="AllowHoldPolicyOverride">AllowHoldPolicyOverride</link>
44802                   : Decide if you want the staff to be able to override the
44803                   setting for the above at checkout</para>
44804                 </listitem>
44805               </itemizedlist>
44806             </listitem>
44807
44808             <listitem>
44809               <para><link linkend="maxoutstanding">maxoutstanding</link> :
44810               Define the maximum amount a patron can owe before holds are
44811               blocked</para>
44812
44813               <itemizedlist>
44814                 <listitem>
44815                   <para><link linkend="AllowHoldPolicyOverride">AllowHoldPolicyOverride</link>
44816                   : Decide if you want the staff to be able to override the
44817                   setting for the above at checkout</para>
44818                 </listitem>
44819               </itemizedlist>
44820             </listitem>
44821
44822             <listitem>
44823               <para><link linkend="ReservesMaxPickUpDelay">ReservesMaxPickUpDelay</link> :
44824               Define the number of days before a hold expires</para>
44825             </listitem>
44826
44827             <listitem>
44828               <para><link linkend="WebBasedSelfCheck">WebBasedSelfCheck</link>
44829               : Decide if you want to use the built in web-based self-checkout
44830               system</para>
44831
44832               <itemizedlist>
44833                 <listitem>
44834                   <para><link linkend="AutoSelfCheckAllowed">AutoSelfCheckAllowed</link> :
44835                   Decide if the self-checkout system requires login</para>
44836                 </listitem>
44837
44838                 <listitem>
44839                   <para><link linkend="ShowPatronImageInWebBasedSelfCheck">ShowPatronImageInWebBasedSelfCheck</link>
44840                   : Decide if you want patron images to show on the self
44841                   checkout screen</para>
44842                 </listitem>
44843               </itemizedlist>
44844             </listitem>
44845
44846             <listitem>
44847               <para><link linkend="AllowNotForLoanOverride">AllowNotForLoanOverride</link>
44848               : Decide if you want the staff to be able to checkout items
44849               marked as 'not for loan'</para>
44850             </listitem>
44851
44852             <listitem>
44853               <para><link linkend="AllowRenewalLimitOverride">AllowRenewalLimitOverride</link>
44854               : Decide if you want staff to override the limit put on
44855               renewals</para>
44856             </listitem>
44857
44858             <listitem>
44859               <para><link linkend="AllowFineOverride">AllowFineOverride</link> : Decide if you want
44860                 staff to be able to override fine limits</para>
44861             </listitem>
44862             <listitem>
44863               <para><link linkend="AllowTooManyOverride">AllowTooManyOverride</link> : Descide if
44864                 you want staff to be able to check out more than the limit to a patron</para>
44865             </listitem>
44866
44867             <listitem>
44868               <para><link linkend="RenewalPeriodBase">RenewalPeriodBase</link>
44869               : Decide what date renewals are based on</para>
44870             </listitem>
44871
44872             <listitem>
44873               <para><link linkend="finesMode">finesMode</link> : Switch to
44874               'Calculate and Charge' before go live if you charge fines</para>
44875             </listitem>
44876
44877             <listitem>
44878               <para><link linkend="OverdueNoticeBcc">OverdueNoticeBcc</link> :
44879               If you want to receive a copy of every overdue notice sent out,
44880               enter your email address here</para>
44881             </listitem>
44882
44883             <listitem>
44884               <para><link linkend="emailLibrarianWhenHoldIsPlaced">emailLibrarianWhenHoldIsPlaced</link>
44885               : Decide if you want an email every time a hold is placed</para>
44886             </listitem>
44887
44888             <listitem>
44889               <para><link linkend="ReservesControlBranch">ReservesControlBranch</link> :
44890               Decide which branch's hold rules are considered first</para>
44891             </listitem>
44892
44893             <listitem>
44894               <para><link linkend="AudioAlerts">soundon</link> : Decide if you want to have sounds
44895                 on for circulation actions</para>
44896             </listitem>
44897
44898             <listitem>
44899               <para><link linkend="FilterBeforeOverdueReport">FilterBeforeOverdueReport</link>
44900               : If you have a large amount of overdues, you might want to turn
44901               this preference on so as to allow you to filter before results
44902               appear</para>
44903             </listitem>
44904
44905             <listitem>
44906               <para><link linkend="DisplayClearScreenButton">DisplayClearScreenButton</link>
44907               : If you have a lot of staff members sharing one circ computer
44908               you might want to enable this so that staff can clear the screen
44909               in between checkouts to protect patron's privacy</para>
44910             </listitem>
44911
44912             <listitem>
44913               <para><link linkend="CircAutoPrintQuickSlip">CircAutoPrintQuickSlip</link> :
44914               Decide how you want Koha to react if you scan in a blank barcode
44915               on the checkout screen</para>
44916             </listitem>
44917
44918             <listitem>
44919               <para><link linkend="SuspendHoldsIntranet">SuspendHoldsIntranet</link>
44920               and/or <link linkend="SuspendHoldsOpac">SuspendHoldsOpac</link>
44921               : Decide if you want patrons and/or staff to be able to suspend
44922               holds</para>
44923
44924               <itemizedlist>
44925                 <listitem>
44926                   <para><link linkend="AutoResumeSuspendedHolds">AutoResumeSuspendedHolds</link>
44927                   : If you allow holds to be suspended decide if you want them
44928                   to automatically resume on the date entered by the staff
44929                   and/or patron</para>
44930                 </listitem>
44931               </itemizedlist>
44932             </listitem>
44933             <listitem>
44934               <para><link linkend="OnSiteCheckouts">OnSiteCheckouts</link> : Decide if you want to
44935                 allow items to be checked out for use within the library</para>
44936             </listitem>
44937             <listitem>
44938               <para><link linkend="RecordLocalUseOnReturn">RecordLocalUseOnReturn</link> : Set this
44939                 to record local use of items when you check them in</para>
44940             </listitem>
44941           </itemizedlist>
44942         </listitem>
44943
44944         <listitem>
44945           <para>Customize your <link linkend="notices">Notices &amp;
44946           Slips</link></para>
44947         </listitem>
44948
44949         <listitem>
44950           <para>Define your <link linkend="noticetriggers">Overdue Notice
44951           Triggers</link></para>
44952         </listitem>
44953
44954         <listitem>
44955           <para>Set up your <link linkend="cronjobs">cron jobs</link></para>
44956
44957           <itemizedlist>
44958             <listitem>
44959               <para>Populate <link linkend="buildholdscron">your holds
44960               queue</link> (every 1-4 hours)</para>
44961             </listitem>
44962
44963             <listitem>
44964               <para>Decide <link linkend="expiredholdscron">when holds
44965               expire</link> (daily)</para>
44966             </listitem>
44967
44968             <listitem>
44969               <para><link linkend="finescronjob">Calculate fines due</link>
44970               (daily)</para>
44971
44972               <itemizedlist>
44973                 <listitem>
44974                   <para>Fines on hourly loans will calculate when you check
44975                   the items in</para>
44976                 </listitem>
44977               </itemizedlist>
44978             </listitem>
44979
44980             <listitem>
44981               <para><link linkend="longoverduecron">Mark long overdue items as
44982               lost</link> (daily)</para>
44983             </listitem>
44984
44985             <listitem>
44986               <para>Decide when the system <link linkend="msgqueuecron">sends
44987               out messages</link> (1-4 hours)</para>
44988             </listitem>
44989
44990             <listitem>
44991               <para>Decide when the system <link linkend="overduenoticecron">queues overdue notices</link>
44992               (daily)</para>
44993             </listitem>
44994
44995             <listitem>
44996               <para>Set up <link linkend="printholdcron">hold notices that
44997               didn't send for printing</link> (daily after overdues and
44998               message queue)</para>
44999             </listitem>
45000
45001             <listitem>
45002               <para>Decide when the system <link linkend="advnoticecron">queues the advanced notice of items
45003               due</link> (daily)</para>
45004             </listitem>
45005
45006             <listitem>
45007               <para>Find holds that need to be <link linkend="unsuspendholdcron">resumed and remove
45008                   suspension</link> (daily)</para>
45009             </listitem>
45010             <listitem>
45011               <para>If you're allowing automatic renewal of items <link linkend="autorenewcron">set
45012                   them to renew</link> (nightly)</para>
45013             </listitem>
45014           </itemizedlist>
45015         </listitem>
45016       </itemizedlist>
45017     </section>
45018
45019     <section id="imppratrons">
45020       <title>Patron Configuration</title>
45021
45022       <para>You have already imported patron data from your old system, but
45023       there are plenty of options available to you regarding patrons and their
45024       accounts.</para>
45025
45026       <itemizedlist>
45027         <listitem>
45028           <para>Enter your <link linkend="addstaffpatron">staff members as
45029           patrons</link></para>
45030
45031           <itemizedlist>
45032             <listitem>
45033               <para>Define <link linkend="patronpermissions">staff members
45034               access permissions</link></para>
45035             </listitem>
45036           </itemizedlist>
45037         </listitem>
45038
45039         <listitem>
45040           <para>Patron System Preferences</para>
45041
45042           <itemizedlist>
45043
45044             <listitem>
45045               <para><link linkend="autoMemberNum">autoMemberNum</link> :
45046               Decide if the patrons barcodes are auto-generated or if you
45047               enter them yourself</para>
45048             </listitem>
45049
45050             <listitem>
45051               <para><link linkend="MaxFine">MaxFine</link> : Determine the
45052               maximum amount that people can owe in fines</para>
45053             </listitem>
45054
45055             <listitem>
45056               <para><link linkend="NotifyBorrowerDeparture">NotifyBorrowerDeparture</link>
45057               : Decide when to warn staff that the patron account is about to
45058               expire</para>
45059             </listitem>
45060
45061             <listitem>
45062               <para><link linkend="intranetreadinghistory">intranetreadinghistory</link> :
45063               Decide if the staff can see the patron's reading/checkout
45064               history</para>
45065             </listitem>
45066
45067             <listitem>
45068               <para><link linkend="BorrowerMandatoryField">BorrowerMandatoryField</link> :
45069               List fields that you want to appear as mandatory on the patron
45070               add/edit form</para>
45071             </listitem>
45072
45073             <listitem>
45074               <para><link linkend="BorrowersTitles">BorrowersTitles</link> :
45075               Add or change the titles for your patrons</para>
45076             </listitem>
45077
45078             <listitem>
45079               <para><link linkend="borrowerRelationship">borrowerRelationship</link> : Add
45080               or change borrower relationships (child to adult and
45081               professional to organization)</para>
45082             </listitem>
45083
45084             <listitem>
45085               <para><link linkend="AutoEmailPrimaryAddress">AutoEmailPrimaryAddress</link>
45086               : Determine if the patrons get an email confirming the creation
45087               of their account</para>
45088             </listitem>
45089
45090             <listitem>
45091               <para><link linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link>
45092               : Decide if patrons can choose from a series of notices (other
45093               than overdues)</para>
45094             </listitem>
45095
45096             <listitem>
45097               <para><link linkend="patronimages">patronimages</link> : Decide
45098               if you want to save patron images in your system</para>
45099             </listitem>
45100
45101             <listitem>
45102               <para><link linkend="ExtendedPatronAttributes">ExtendedPatronAttributes</link>
45103               : Decide if you want to enable custom patron fields</para>
45104             </listitem>
45105
45106             <listitem>
45107               <para><link linkend="minPasswordLength">minPasswordLength</link>
45108               : Enter the minimum number of characters you want passwords to
45109               have</para>
45110             </listitem>
45111
45112             <listitem>
45113               <para><link linkend="BorrowerUnwantedField">BorrowerUnwantedField</link> :
45114               Decide what fields your library doesn't need to see on the
45115               patron entry form</para>
45116             </listitem>
45117           </itemizedlist>
45118         </listitem>
45119         <listitem>
45120           <para>Set up your <link linkend="cronjobs">cron jobs</link><itemizedlist>
45121               <listitem>
45122                 <para>Decide if you would like <link linkend="j2acron">children to automatically be
45123                     come adults</link></para>
45124               </listitem>
45125             </itemizedlist></para>
45126         </listitem>
45127       </itemizedlist>
45128     </section>
45129
45130     <section id="impcatalog">
45131       <title>Cataloging Configuration</title>
45132
45133       <para>Before you start cataloging in Koha you'll want to set up your
45134       preferences and other rules.</para>
45135
45136       <itemizedlist>
45137         <listitem>
45138           <para>Define your cataloging templates aka <link linkend="marcbibframeworks">MARC Bibliographic
45139           Frameworks</link></para>
45140
45141           <itemizedlist>
45142             <listitem>
45143               <para>Run the <link linkend="marcbibframeworkstest">MARC
45144               Bibliographic Framework Test</link> to be sure your changes are
45145               valid</para>
45146             </listitem>
45147           </itemizedlist>
45148         </listitem>
45149
45150         <listitem>
45151           <para>Define any <link linkend="authorizedvalues">authorized
45152           values</link> you might want to use in cataloging</para>
45153         </listitem>
45154
45155         <listitem>
45156           <para>Set up <link linkend="classificationsources">custom
45157           classification sources</link> (if you use something other than the
45158           defaults)</para>
45159         </listitem>
45160
45161         <listitem>
45162           <para>Set up <link linkend="recordmatchingrules">MARC matching rules</link> for importing
45163             records from mrc files or Z39.50</para>
45164         </listitem>
45165
45166         <listitem>
45167           <para>Set up <link linkend="keywordmapping">Koha to Keyword
45168           mapping</link> for deciding how to display marc fields to the screen
45169           (still in beta - only one field)</para>
45170         </listitem>
45171
45172         <listitem>
45173           <para>Set up the <link linkend="z3950admin">Z39.50 targets</link> you want to search for
45174             cataloging (and acquisitions)</para>
45175         </listitem>
45176
45177         <listitem>
45178           <para>Cataloging System Preferences</para>
45179
45180           <itemizedlist>
45181             <listitem>
45182               <para><link linkend="URLLinkText">URLLinkText</link> : Enter
45183               text to display when 856 fields do not have pre-defined
45184               labels</para>
45185             </listitem>
45186
45187             <listitem>
45188               <para><link linkend="hide_marc">hide_marc</link> : If you are
45189               unfamiliar with MARC you can have the MARC fields number
45190               hidden</para>
45191             </listitem>
45192
45193             <listitem>
45194               <para><link linkend="LabelMARCView">LabelMARCView</link> :
45195               Choose how you want duplicate fields to appear on the
45196               editor</para>
45197             </listitem>
45198
45199             <listitem>
45200               <para><link linkend="DefaultClassificationSource">DefaultClassificationSource</link>
45201               : Choose which classification source is the default in your
45202               library</para>
45203             </listitem>
45204
45205             <listitem>
45206               <para><link linkend="advancedMARCeditor">advancedMARCeditor</link> : Decide
45207               if you need labels to appear on your MARC editor</para>
45208             </listitem>
45209
45210             <listitem>
45211               <para><link linkend="marcflavour">marcflavour</link> : Choose
45212               your MARC format</para>
45213             </listitem>
45214
45215             <listitem>
45216               <para><link linkend="itemcallnumber">itemcallnumber</link> :
45217               Enter which field and subfields to look into for the call
45218               number</para>
45219             </listitem>
45220
45221             <listitem>
45222               <para><link linkend="MARCOrgCode">MARCOrgCode</link> : Enter
45223               your MARC Organizational Code (not the same as your OCLC
45224               number)</para>
45225             </listitem>
45226
45227             <listitem>
45228               <para><link linkend="autoBarcode">autoBarcode</link> : Decide if
45229               Koha generates item barcodes for you</para>
45230             </listitem>
45231
45232             <listitem>
45233               <para><link linkend="OpacSuppression">OpacSuppression</link> :
45234               Decide if you want to hide items marked as suppressed from the
45235               OPAC search results</para>
45236             </listitem>
45237           </itemizedlist>
45238         </listitem>
45239
45240         <listitem>
45241           <para>Set up your <link linkend="cronjobs">cron jobs</link></para>
45242
45243           <itemizedlist>
45244             <listitem>
45245               <para>Decide when the system <link linkend="checkurlcron">checks
45246               URLs in catalog records</link> to see if they are still
45247               valid</para>
45248             </listitem>
45249           </itemizedlist>
45250         </listitem>
45251       </itemizedlist>
45252     </section>
45253
45254     <section id="impauthorities">
45255       <title>Authorities Configuration</title>
45256
45257       <para>Koha has the ability to keep track of your authority records and
45258       how they're linked to your bibliographic records. Before using
45259       authorities you should configure several preferences.</para>
45260
45261       <itemizedlist>
45262         <listitem>
45263           <para>Set <link linkend="authoritiesadmin">Authority
45264           Frameworks</link> aka templates</para>
45265         </listitem>
45266
45267         <listitem>
45268           <para>Authority System Preferences</para>
45269
45270           <itemizedlist>
45271             <listitem>
45272               <para><link linkend="BiblioAddsAuthorities">BiblioAddsAuthorities</link> :
45273               Decide if Koha creates authorities when cataloging</para>
45274             </listitem>
45275
45276             <listitem>
45277               <para><link linkend="dontmerge">dontmerge</link> : Decide if
45278               updates to authorities trigger updates to the bibliographic
45279               records that link to them</para>
45280             </listitem>
45281
45282             <listitem>
45283               <para><link linkend="AutoCreateAuthorities">AutoCreateAuthorities</link> :
45284               Decide when authorities are created</para>
45285             </listitem>
45286
45287             <listitem>
45288               <para><link linkend="LinkerModule">LinkerModule</link> : Decide
45289               which match the authority linker should use</para>
45290             </listitem>
45291
45292             <listitem>
45293               <para><link linkend="LinkerOptions">LinkerOptions</link> :
45294               Decide if you want authority linking to be broader or more
45295               specific</para>
45296             </listitem>
45297
45298             <listitem>
45299               <para><link linkend="CatalogModuleRelink">CatalogModuleRelink</link> :
45300               Decide if you want to enable authority linking while
45301               cataloging</para>
45302             </listitem>
45303           </itemizedlist>
45304         </listitem>
45305
45306         <listitem>
45307           <para>Set up your <link linkend="cronjobs">cron jobs</link></para>
45308
45309           <itemizedlist>
45310             <listitem>
45311               <para>Choose when the system looks for authorities updates to
45312               <link linkend="mergeauthcron">merge changes into bibliographic
45313               records</link></para>
45314             </listitem>
45315           </itemizedlist>
45316         </listitem>
45317       </itemizedlist>
45318     </section>
45319
45320     <section id="impsearching">
45321       <title>Searching Configuration</title>
45322
45323       <para>There are several system preferences related to searching, it is
45324       not always recommended to make too many changes to these preferences
45325       since they are set to get you the most relevant results. If you would
45326       like to change the default way that Koha handles searching, view the
45327       <link linkend="searchingprefs">Searching system preferences</link>
45328       tab.</para>
45329
45330       <itemizedlist>
45331         <listitem>
45332           <para>Set up your <link linkend="cronjobs">cron jobs</link></para>
45333
45334           <itemizedlist>
45335             <listitem>
45336               <para>Decide how often your <link linkend="rebuildsearchcron">system rebuilds the search
45337               index</link> (4-10 min)</para>
45338             </listitem>
45339           </itemizedlist>
45340         </listitem>
45341
45342         <listitem>
45343           <para>Searching System Preferences</para>
45344
45345           <itemizedlist>
45346             <listitem>
45347               <para><link linkend="AdvancedSearchTypes">AdvancedSearchTypes</link> : Decide which
45348                 authorized value fields you want patrons and staff to be able to limit their
45349                 advanced searches by</para>
45350             </listitem>
45351             <listitem>
45352               <para><link linkend="AdvancedSearchLanguages">AdvancedSearchLanguages</link> : Decide
45353                 which languages you want people to be able to limit to via the search engine</para>
45354             </listitem>
45355
45356             <listitem>
45357               <para><link linkend="UseAuthoritiesForTracings">UseAuthoritiesForTracings</link>
45358               : Decide how you want Koha to handle subject searches in the
45359               OPAC</para>
45360
45361               <itemizedlist>
45362                 <listitem>
45363                   <para><link linkend="TraceCompleteSubfields">TraceCompleteSubfields</link>
45364                   : Decide how you want Koha to handle subject searches in the
45365                   OPAC</para>
45366                 </listitem>
45367
45368                 <listitem>
45369                   <para><link linkend="TraceSubjectSubdivisions">TraceSubjectSubdivisions</link>
45370                   : Decide how you want Koha to handle subject searches in the
45371                   OPAC</para>
45372                 </listitem>
45373               </itemizedlist>
45374             </listitem>
45375
45376             <listitem>
45377               <para><link linkend="displayFacetCount">displayFacetCount</link>
45378               : Decide whether to show facet counts on search results</para>
45379             </listitem>
45380           </itemizedlist>
45381         </listitem>
45382       </itemizedlist>
45383     </section>
45384
45385     <section id="impopac">
45386       <title>OPAC Configuration</title>
45387
45388       <para>There are a lot of ways you can customize your OPAC in
45389       Koha.</para>
45390
45391       <itemizedlist>
45392         <listitem>
45393           <para>Decide how you want your OPAC to look &amp; what content you
45394           want on the main page</para>
45395         </listitem>
45396
45397         <listitem>
45398           <para>Create a library branded stylesheet using CSS</para>
45399
45400           <itemizedlist>
45401             <listitem>
45402               <important>
45403                 <para>Do not edit the default CSS files, instead create a new
45404                 one, that way the system can always fall back on the original
45405                 CSS.</para>
45406               </important>
45407             </listitem>
45408           </itemizedlist>
45409         </listitem>
45410
45411         <listitem>
45412           <para>Create a custom XSLT stylesheet to change the way search
45413           results and bib records appear in the OPAC</para>
45414         </listitem>
45415
45416         <listitem>
45417           <para>OPAC System preferences</para>
45418
45419           <itemizedlist>
45420             <listitem>
45421               <para><link linkend="OPACBaseURL">OPACBaseURL</link> : Enter your library's url
45422               </para>
45423             </listitem>
45424             <listitem>
45425               <para><link linkend="opacuserlogin">opacuserlogin</link> : Decide if you want to allow
45426                 patrons to login to the OPAC to access customized functionality (searching will be
45427                 allowed without logging in)</para>
45428               <itemizedlist>
45429                 <listitem>
45430                   <para><link linkend="RequestOnOpac">RequestOnOpac</link> : Decide if patrons can
45431                     place holds via the OPAC</para>
45432                 </listitem>
45433                 <listitem>
45434                   <para><link linkend="OpacPasswordChange">OpacPasswordChange</link> : Decide if
45435                     patrons can change their password (don't allow this if you're using LDAP)</para>
45436                 </listitem>
45437                 <listitem>
45438                   <para><link linkend="OpacRenewalAllowed">OpacRenewalAllowed</link> : Decide if
45439                     patrons can renew their checked out items via the OPAC</para>
45440                 </listitem>
45441                 <listitem>
45442                   <para><link linkend="opacreadinghistory">opacreadinghistory</link> : Decide if
45443                     patrons can view their reading/checkout history via the OPAC</para>
45444                 </listitem>
45445                 <listitem>
45446                   <para><link linkend="reviewson">reviewson</link> : Decide if you want to allow
45447                     patrons to comment on bib records via the OPAC</para>
45448                 </listitem>
45449                 <listitem>
45450                   <para><link linkend="OpacStarRatings">OpacStarRatings</link> : Decide if patrons
45451                     can leave star ratings</para>
45452                 </listitem>
45453                 <listitem>
45454                   <para><link linkend="virtualshelves">virtualshelves</link> : Decide if you want
45455                     patrons to be able to create Lists</para>
45456                 </listitem>
45457                 <listitem>
45458                   <para><link linkend="OpacAllowPublicListCreation"
45459                       >OpacAllowPublicListCreation</link> : If patrons can create lists then decide
45460                     if they are allowed to create public lists</para>
45461                 </listitem>
45462                 <listitem>
45463                   <para><link linkend="suggestionspref">suggestion</link> : Decide if you want
45464                     patrons to be able to submit purchase suggestions</para>
45465                 </listitem>
45466                 <listitem>
45467                   <para><link linkend="OPACViewOthersSuggestions">OPACViewOthersSuggestions</link> :
45468                     Decide if you want patrons to be able to see purchase suggestions made by other
45469                     patrons</para>
45470                 </listitem>
45471               </itemizedlist>
45472             </listitem>
45473
45474             <listitem>
45475               <para><link linkend="opacbookbag">opacbookbag</link> : Decide if
45476               patrons can save items into their cart</para>
45477             </listitem>
45478
45479             <listitem>
45480               <para><link linkend="AnonSuggestions">AnonSuggestions</link> :
45481               Decide if you want non logged in users to be able to make
45482               purchase suggestions</para>
45483             </listitem>
45484
45485             <listitem>
45486               <para><link linkend="LibraryName">LibraryName</link> : Enter
45487               your library name for display in the &lt;title&gt; tag and on
45488               the top of the OPAC</para>
45489             </listitem>
45490
45491             <listitem>
45492               <para><link linkend="opaccredits">opaccredits</link> : Enter
45493               HTML to appear at the bottom of every page in the OPAC</para>
45494             </listitem>
45495
45496             <listitem>
45497               <para><link linkend="OpacMainUserBlock">OpacMainUserBlock</link>
45498               : Enter HTML that will appear in the center of the main OPAC
45499               page</para>
45500             </listitem>
45501
45502             <listitem>
45503               <para><link linkend="OpacNav">OpacNav</link> : Enter HTML that
45504               will appear to the left on the main OPAC page</para>
45505             </listitem>
45506
45507             <listitem>
45508               <para><link linkend="OpacNavBottom">OpacNavBottom</link> : Enter
45509               HTML that will appear below OpacNav</para>
45510             </listitem>
45511
45512             <listitem>
45513               <para><link linkend="OpacNavRight">OpacNavRight</link> : Enter
45514               HTML that will appear below the login box on the right</para>
45515             </listitem>
45516
45517             <listitem>
45518               <para><link linkend="opacheader">opacheader</link> : Enter the
45519               HTML that will appear above the search box on the OPAC</para>
45520             </listitem>
45521
45522             <listitem>
45523               <para><link linkend="OPACNoResultsFound">OPACNoResultsFound</link> : Enter
45524               the HTML that will appear when no results are found</para>
45525             </listitem>
45526
45527             <listitem>
45528               <para><link linkend="OPACResultsSidebar">OPACResultsSidebar</link> : Enter
45529               the HTML that will appear below the facets on your search
45530               results</para>
45531             </listitem>
45532
45533             <listitem>
45534               <para><link linkend="OPACMySummaryHTML">OPACMySummaryHTML</link>
45535               : Enter the HTML that will appear in the far right of the
45536               circulation summary in the OPAC</para>
45537             </listitem>
45538
45539             <listitem>
45540               <para>Customize your stylesheets:</para>
45541
45542               <itemizedlist>
45543                 <listitem>
45544                   <para><link linkend="OPACUserCSS">OPACUserCSS</link> : Enter
45545                   any additional fields you want to define styles for</para>
45546                 </listitem>
45547
45548                 <listitem>
45549                   <para><link linkend="opaclayoutstylesheet">opaclayoutstylesheet</link> :
45550                   Point to a CSS file on your Koha server</para>
45551                 </listitem>
45552               </itemizedlist>
45553             </listitem>
45554
45555             <listitem>
45556               <para><link linkend="OpacHighlightedWords">OpacHighlightedWords</link> :
45557               Decide if you want search terms to be highlighted on the search
45558               results</para>
45559             </listitem>
45560
45561             <listitem>
45562               <para><link linkend="hidelostitems">hidelostitems</link> :
45563               Decide if you want to show patrons items you have marked as
45564               lost</para>
45565             </listitem>
45566
45567             <listitem>
45568               <para><link linkend="BiblioDefaultView">BiblioDefaultView</link>
45569               : Decide what view is the default for bib records on the
45570               OPAC</para>
45571             </listitem>
45572
45573             <listitem>
45574               <para><link linkend="OPACShelfBrowser">OPACShelfBrowser</link> : Decide if you want to
45575                 enable the shelf browse functionality</para>
45576             </listitem>
45577
45578             <listitem>
45579               <para><link linkend="OPACURLOpenInNewWindow">OPACURLOpenInNewWindow</link> :
45580               Decide if URLs clicked in the OPAC are opened in a new
45581               window</para>
45582             </listitem>
45583
45584             <listitem>
45585               <para><link linkend="SearchMyLibraryFirst">SearchMyLibraryFirst</link> : If
45586               you have a multi-branch system decide if you want patrons to
45587               search their library first</para>
45588             </listitem>
45589
45590             <listitem>
45591               <para><link linkend="OpacAuthorities">OpacAuthorities</link> :
45592               Decide if you want patrons to be able to search your authority
45593               file</para>
45594             </listitem>
45595
45596             <listitem>
45597               <para><link linkend="OpacBrowser">OpacBrowser</link> : Decide if you want patrons to
45598                 browse your authority file (French libraries only)</para>
45599             </listitem>
45600
45601             <listitem>
45602               <para><link linkend="OPACSearchForTitleIn">OPACSearchForTitleIn</link> :
45603               Choose which libraries you want patrons to be able to re-run
45604               their search in</para>
45605             </listitem>
45606
45607             <listitem>
45608               <para><link linkend="OpacAddMastheadLibraryPulldown">OpacAddMastheadLibraryPulldown</link>
45609               : If you're a multi-branch system you can add a pull down to the
45610               search bar for patrons to search which library to search</para>
45611             </listitem>
45612
45613             <listitem>
45614               <para><link linkend="EnableOpacSearchHistory">EnableOpacSearchHistory</link>
45615               : Decide if you want the system to keep a search history</para>
45616             </listitem>
45617           </itemizedlist>
45618         </listitem>
45619
45620         <listitem>
45621           <para>Set up your <link linkend="cronjobs">cron jobs</link></para>
45622
45623           <itemizedlist>
45624             <listitem>
45625               <para>If you have the <link linkend="OpacBrowser">OpacBrowser</link> preference set
45626                 decide <link linkend="authbrowsercron">when you want the contents to rebuild</link>
45627                 (French libraries only)</para>
45628             </listitem>
45629
45630             <listitem>
45631               <para>If you have <link linkend="customrss">custom RSS
45632               feeds</link>, decide when you want the <link linkend="customrssfeedcron">feed to be populated</link></para>
45633             </listitem>
45634           </itemizedlist>
45635         </listitem>
45636       </itemizedlist>
45637
45638       <section id="editableopac">
45639         <title>Editable OPAC Regions</title>
45640
45641         <para>Using the OPAC system preferences you can customize various regions, the following
45642           graphic will define what preferences update each of the regions in the Bootstrap
45643           theme.</para>
45644
45645         <screenshot>
45646           <screeninfo>OPAC Editable Regions</screeninfo>
45647
45648           <mediaobject>
45649             <imageobject>
45650               <imagedata fileref="images/appendix-opac/opaccustomregions.jpg"/>
45651             </imageobject>
45652           </mediaobject>
45653         </screenshot>
45654       </section>
45655     </section>
45656
45657     <section id="impenhanced">
45658       <title>Enhanced Content Configuration</title>
45659
45660       <para>Koha allows you to pull in content from outside sources to enhance
45661       your bib records. All of this content can be toggled on and off using
45662       the enhanced content system preferences.</para>
45663
45664       <itemizedlist>
45665         <listitem>
45666           <para><link linkend="frbrenhancedprefs">FRBR/Editions</link></para>
45667
45668           <itemizedlist>
45669             <listitem>
45670               <para>If you would like to have your OPAC and/or staff client
45671               show an 'Editions' tab on the bib record, you want to enable one
45672               or the other FRBR preferences and then either one or both of the
45673               ISBN services (XISBN and ThingISBN).</para>
45674             </listitem>
45675           </itemizedlist>
45676         </listitem>
45677
45678         <listitem>
45679           <para><link linkend="amazonprefs">Amazon</link> : This service is
45680           free and just requires that you visit <ulink url="http://aws.amazon.com">http://aws.amazon.com</ulink> to sign
45681           up</para>
45682
45683           <itemizedlist>
45684             <listitem>
45685               <para>Using the Amazon preferences you can choose to show cover
45686               images from Amazon.</para>
45687             </listitem>
45688           </itemizedlist>
45689         </listitem>
45690
45691         <listitem>
45692           <para><link linkend="Babelthequeprefs">Babelthèque</link></para>
45693
45694           <itemizedlist>
45695             <listitem>
45696               <para>This is a pay service. Contact Babelthèque to learn how to
45697               enable this content in the OPAC.</para>
45698             </listitem>
45699           </itemizedlist>
45700         </listitem>
45701
45702         <listitem>
45703           <para><link linkend="btcontentprefs">Baker and Taylor</link></para>
45704
45705           <itemizedlist>
45706             <listitem>
45707               <para>This is a pay service from Baker &amp; Taylor. Contact
45708               Baker &amp; Taylor for the information to enter into these
45709               preferences.</para>
45710             </listitem>
45711           </itemizedlist>
45712         </listitem>
45713
45714         <listitem>
45715           <para><link linkend="html5">HTML5 Media</link><itemizedlist>
45716               <listitem>
45717                 <para>This allows libraries to embed streaming media in their catalog</para>
45718               </listitem>
45719             </itemizedlist></para>
45720         </listitem>
45721         <listitem>
45722           <para><link linkend="googleprefs">Google</link></para>
45723           <itemizedlist>
45724             <listitem>
45725               <para>This service is free and does not require registration, simply enable
45726                 GoogleJackets and you're set to go.</para>
45727             </listitem>
45728           </itemizedlist>
45729         </listitem>
45730
45731         <listitem>
45732           <para><link linkend="IDreamLibraries">I Deam Books</link><itemizedlist>
45733               <listitem>
45734                 <para>This is a free service that compiles reviews for popular titles from many
45735                   different sources.</para>
45736               </listitem>
45737             </itemizedlist></para>
45738         </listitem>
45739         <listitem>
45740           <para><link linkend="librarythingprefs">LibraryThing</link></para>
45741           <itemizedlist>
45742             <listitem>
45743               <para>With the exception of ThingISBN, you will need to contact LibraryThing for the
45744                 information to enter into these preferences</para>
45745             </listitem>
45746             <listitem>
45747               <para>Enabling ThingISBN will help to populate the editions tab on the bib record
45748                 display if you have enabled FRBR.</para>
45749             </listitem>
45750           </itemizedlist>
45751         </listitem>
45752
45753         <listitem>
45754           <para><link linkend="novelistselect">Novelist</link></para>
45755
45756           <itemizedlist>
45757             <listitem>
45758               <para>This is a pay service from Ebsco. Contact Ebsco for the
45759               information to enter into these preferences</para>
45760             </listitem>
45761           </itemizedlist>
45762         </listitem>
45763
45764         <listitem>
45765           <para><link linkend="oclcprefs">OCLC</link></para>
45766           <itemizedlist>
45767             <listitem>
45768               <para>XISBN is used to populate the editions tab on the bib record display if you have
45769                 enabled FRBR. This service is free for up to 999 queries a day.</para>
45770             </listitem>
45771           </itemizedlist>
45772         </listitem>
45773         <listitem>
45774           <para><link linkend="OpenLibraryPrefs">Open Library</link><itemizedlist>
45775               <listitem>
45776                 <para>Open Library project is an open system that you can pull cover images (and in
45777                   the future additional content) from</para>
45778               </listitem>
45779             </itemizedlist></para>
45780         </listitem>
45781
45782         <listitem>
45783           <para><link linkend="overdriveprefs">Overdrive</link><itemizedlist>
45784               <listitem>
45785                 <para>This is a pay service that libraries can subscribe to for ebook content.  If
45786                   the library subscribes to Overdrive they can integrate that content in to Koha for
45787                   free.</para>
45788               </listitem>
45789             </itemizedlist></para>
45790         </listitem>
45791         <listitem>
45792           <para><link linkend="Syndeticsprefs">Syndetics</link></para>
45793           <itemizedlist>
45794             <listitem>
45795               <para>This is a pay service from Syndetics to add content for your bib records.
45796                 Contact Syndetics for the information to enter into these preferences.</para>
45797             </listitem>
45798           </itemizedlist>
45799         </listitem>
45800
45801         <listitem>
45802           <para><link linkend="taggingprefs">Tagging</link></para>
45803
45804           <itemizedlist>
45805             <listitem>
45806               <para>Choose whether or not you want to allow patrons to add
45807               tags to records in Koha.</para>
45808             </listitem>
45809           </itemizedlist>
45810         </listitem>
45811       </itemizedlist>
45812     </section>
45813
45814     <section id="impacq">
45815       <title>Acquisitions Configuration</title>
45816
45817       <para>When using acquisitions in Koha you first need to define some
45818       defaults.</para>
45819
45820       <itemizedlist>
45821         <listitem>
45822           <para>Set up your <link linkend="budgetplanning">funds &amp;
45823           budgets</link></para>
45824         </listitem>
45825
45826         <listitem>
45827           <para>Choose your <link linkend="currexchangeadmin">default
45828           currency</link> and enter others if you order from multiple
45829           countries</para>
45830         </listitem>
45831
45832         <listitem>
45833           <para>Enter in your <link linkend="acqvendors">vendor
45834           information</link></para>
45835         </listitem>
45836
45837         <listitem>
45838           <para>Create an <link linkend="marcbibframeworks">Framework with the
45839           code ACQ</link> (if you're going to enter item records at the time
45840           of ordering or receiving)</para>
45841         </listitem>
45842
45843         <listitem>
45844           <para>Acquisitions System preferences</para>
45845
45846           <itemizedlist>
45847             <listitem>
45848               <para><link linkend="AcqCreateItem">AcqCreateItem</link> :
45849               Decide if an item record is created during acquisition</para>
45850             </listitem>
45851
45852             <listitem>
45853               <para><link linkend="CurrencyFormat">CurrencyFormat</link> :
45854               Decide how you want monetary amounts to display</para>
45855             </listitem>
45856
45857             <listitem>
45858               <para><link linkend="gist">gist</link> : Enter your sales tax
45859               (if you are billed for tax)</para>
45860             </listitem>
45861
45862             <listitem>
45863               <para><link linkend="OrderPdfFormat">OrderPdfFormat</link> :
45864               Decide what format you want your print orders to use</para>
45865             </listitem>
45866           </itemizedlist>
45867         </listitem>
45868       </itemizedlist>
45869     </section>
45870
45871     <section id="impserials">
45872       <title>Serials Configuration</title>
45873
45874       <para>When you use serials there are a few options you can set before
45875       hand.</para>
45876
45877       <itemizedlist>
45878         <listitem>
45879           <para>Serials System Preferences</para>
45880
45881           <itemizedlist>
45882             <listitem>
45883               <para><link linkend="RenewSerialAddsSuggestion">RenewSerialAddsSuggestion</link>
45884               : Decide if you want renewing serials to add a suggestion for
45885               easy purchasing</para>
45886             </listitem>
45887
45888             <listitem>
45889               <para><link linkend="RoutingSerials">RoutingSerials</link> :
45890               Decide if you want to route serials around your library</para>
45891             </listitem>
45892
45893             <listitem>
45894               <para><link linkend="RoutingListAddReserves">RoutingListAddReserves</link> :
45895               Decide if holds are placed on serials when there is a routing
45896               list in place</para>
45897             </listitem>
45898           </itemizedlist>
45899         </listitem>
45900
45901         <listitem>
45902           <para>Cataloging System Preferences</para>
45903
45904           <itemizedlist>
45905             <listitem>
45906               <para><link linkend="StaffSerialIssueDisplayCount">StaffSerialIssueDisplayCount</link>
45907               : Decide how many of the most recent issues to display in the
45908               staff client</para>
45909             </listitem>
45910
45911             <listitem>
45912               <para><link linkend="OPACSerialIssueDisplayCount">OPACSerialIssueDisplayCount</link>
45913               : Decide how many of the most recent issues to display in the
45914               OPAC</para>
45915             </listitem>
45916
45917             <listitem>
45918               <para><link linkend="SubscriptionHistory">SubscriptionHistory</link> :
45919               Decide how you want the subscription information to display in
45920               the OPAC</para>
45921             </listitem>
45922           </itemizedlist>
45923         </listitem>
45924       </itemizedlist>
45925     </section>
45926
45927     <section id="impgolive">
45928       <title>Planning for Go-Live</title>
45929
45930       <para>Once you have all of your settings ready, you need to prepare for
45931       making your system live:</para>
45932
45933       <itemizedlist>
45934         <listitem>
45935           <para>Decide if you need training by an outside service or if your
45936           staff can do the training themselves.</para>
45937         </listitem>
45938
45939         <listitem>
45940           <para>Make sure that there is time for your staff to play with your
45941           test system and get comfortable with it</para>
45942         </listitem>
45943
45944         <listitem>
45945           <para>If this is a migration, work with your previous company to
45946           extract data right before you go live</para>
45947         </listitem>
45948
45949         <listitem>
45950           <para>Come up with URLs for your new Koha OPAC &amp; Staff
45951           Client</para>
45952         </listitem>
45953
45954         <listitem>
45955           <para>Make sure that if you're hosting your own system you have a
45956           backup plan</para>
45957         </listitem>
45958       </itemizedlist>
45959     </section>
45960   </chapter>
45961
45962   <chapter id="sopac">
45963     <title>SOPAC2 Installation</title>
45964
45965     <section id="sopacintro">
45966       <sectioninfo>
45967         <authorgroup>
45968           <author>
45969             <firstname>Jean-André</firstname>
45970             <surname>Santoni</surname>
45971             <affiliation>
45972               <orgname>BibLibre</orgname>
45973             </affiliation>
45974           </author>
45975
45976           <editor>
45977             <firstname>Nicole C.</firstname>
45978             <surname>Engard</surname>
45979             <contrib>Translation and minor edits.</contrib>
45980           </editor>
45981         </authorgroup>
45982
45983         <pubdate>August 2009</pubdate>
45984       </sectioninfo>
45985       <title>Introduction</title>
45986
45987       <para>This is an installation guide for SOPAC2 and its Koha connector. It
45988       has been tested on Debian Lenny and Ubuntu Jaunty with Drupal 6.12 and Koha
45989       3.0.x. It does not cover the installation of Koha and Drupal, only
45990       SOPAC, its dependencies and the connector.</para>
45991     </section>
45992
45993     <section id="sopacinstall">
45994       <title>Installation of Locum and Insurge</title>
45995
45996       <para>Locum and Insurge are the two libraries used primarily by SOPAC.
45997       They serve as a layer of abstraction to the data. Insurge manages the
45998       social aspect (tags, reviews, ratings), while Locum manages the
45999       connection to the ILS via the connector. Both libraries use a different
46000       database from that of Drupal.</para>
46001
46002       <section id="sopacdepend">
46003         <title>Dependencies</title>
46004
46005         <para>There are no packages for Debian MDB2 yet, you can install it
46006         via pear:</para>
46007
46008         <programlisting># apt-get install php-pear
46009 # pear install MDB2
46010 # pear install MDB2#mysql</programlisting>
46011       </section>
46012
46013       <section id="sopacdownload">
46014         <title>Download</title>
46015
46016         <para>Download the Locum and Insurge libraries from SVN:</para>
46017
46018         <programlisting># cd /usr/local/lib
46019 # svn co http://dobby.darienlibrary.org/svn/locum/trunk/ locum
46020 # svn co http://dobby.darienlibrary.org/svn/insurge/trunk/ insurge</programlisting>
46021       </section>
46022
46023       <section id="sopaccreatedb">
46024         <title>Creation of the Database</title>
46025
46026         <programlisting>$ mysql -u root
46027 mysql&gt; create database scas;
46028 mysql&gt; grant all privileges on scas.* to scas_user@'localhost' identified by 'scas_pass';
46029 mysql&gt; flush privileges;
46030 mysql&gt; exit</programlisting>
46031       </section>
46032
46033       <section id="sopacdsn">
46034         <title>Sync DSN</title>
46035
46036         <para>This file will provide the connection information to a DB
46037         libraries:</para>
46038
46039         <programlisting># nano /usr/local/etc/locum_insurge_dsn.php</programlisting>
46040
46041         <para>It should contain:</para>
46042
46043         <programlisting>&lt;?php
46044 $dsn = 'mysql://scas_user:scas_pass@localhost/scas';</programlisting>
46045       </section>
46046
46047       <section id="sopacinstallinsurge">
46048         <title>Installation of Insurge</title>
46049
46050         <para>If you customize the name of the database, remember to edit the
46051         sql file:</para>
46052
46053         <programlisting># nano /usr/local/lib/insurge/sql/scas_insurge.sql</programlisting>
46054
46055         <para>Import Insurge:</para>
46056
46057         <programlisting>$ mysql -u root -p &lt; /usr/local/lib/insurge/sql/scas_insurge.sql</programlisting>
46058
46059         <para>Configure Insurge:</para>
46060
46061         <programlisting># nano /usr/local/lib/insurge/config/insurge.ini</programlisting>
46062
46063         <para>The variables in insurge.ini are empty. The default values are
46064         too long and cause MySQL errors.</para>
46065
46066         <para>Here is a sample of insurge.ini</para>
46067
46068         <programlisting>; This is the Locum configuration file
46069 ; General configuration options for your installation of Insurge.
46070 [insurge_config]
46071 dsn_file = "/usr/local/etc/locum_insurge_dsn.php"
46072 ; This is where you configure your repository membership information.
46073 ;
46074 ; parent_server is the server name of the repository parent server you have been
46075 ; told to use.
46076 ; group_id = The group ID you have been given by your repository admin.
46077 ; These configuration points are OPTIONAL and are only necessary if you are
46078 ; participating in a repository relationship.
46079 [repository_info]
46080 parent_server = ""
46081 group_id = ""
46082 group_key = ""</programlisting>
46083       </section>
46084
46085       <section id="sopacinstallocum">
46086         <title>Installation of Locum</title>
46087
46088         <para>The same procedure applies to Locum</para>
46089
46090         <programlisting># nano /usr/local/lib/locum/sql/scas_locum.sql
46091 # mysql &lt; /usr/local/lib/locum/sql/scas_locum.sql
46092 # nano /usr/local/lib/locum/sql/locum_init.sql
46093 # mysql &lt; /usr/local/lib/locum/sql/locum_init.sql
46094 # nano /usr/local/lib/locum/config/locum.ini
46095 # mkdir /usr/local/var
46096 # mkdir /usr/local/var/log</programlisting>
46097
46098         <para>Configure the DSN:</para>
46099
46100         <programlisting>[locum_config]
46101 dsn_file = "/usr/local/etc/locum_insurge_dsn.php"</programlisting>
46102
46103         <para>And the information for your Koha installation:</para>
46104
46105         <programlisting>[ils_config]
46106 ils = "koha";
46107 ils_version = "30x"
46108 ils_server = "localhost"
46109 ils_harvest_port = "80"</programlisting>
46110
46111         <para>The rest depends on your Koha configuration.</para>
46112       </section>
46113     </section>
46114
46115     <section id="sopackoha">
46116       <title>Installation of Koha Connector</title>
46117
46118       <para>Download the Koha connector using SVN:</para>
46119
46120       <programlisting># cd /usr/local/lib/locum/connectors/
46121 # svn co http://dobby.darienlibrary.org/svn/connectors/koha/ locum_koha_30x</programlisting>
46122     </section>
46123
46124     <section id="sopacharvest">
46125       <title>Harvest Records</title>
46126
46127       <para>Now that the connector is in place, we will be able to launch
46128       harvest.php, a tool that will reap Locum DB Koha and fill the
46129       locum.</para>
46130
46131       <para>Start by configuring harvest.php:</para>
46132
46133       <programlisting># nano /usr/local/lib/locum/tools/harvest.php</programlisting>
46134
46135       <para>Here are the variables you must change:</para>
46136
46137       <programlisting>$first_record = 1;
46138 $last_record = 30;</programlisting>
46139
46140       <para>These are the minimum and maximum biblionumbers from your Koha
46141       install.</para>
46142
46143       <para>Then start the harvest:</para>
46144
46145       <programlisting># chmod +x /usr/local/lib/locum/tools/harvest.php
46146 $ /usr/local/lib/locum/tools/harvest.php</programlisting>
46147     </section>
46148
46149     <section id="sopacphinx">
46150       <title>Installation of Sphinx</title>
46151
46152       <para>Sphinx is the indexer for the database used by Locum and
46153       Insurge.</para>
46154
46155       <section id="sphinxdepend">
46156         <title>Dependencies</title>
46157
46158         <para>There is no Debian package for Sphinx so you'll have to compile
46159         the source directly:</para>
46160
46161         <programlisting># apt-get install g++ make libmysql++-dev</programlisting>
46162       </section>
46163
46164       <section id="sphinxdownload">
46165         <title>Download and Compile</title>
46166
46167         <programlisting>$ wget http://sphinxsearch.com/downloads/sphinx-0.9.8.tar.gz
46168 $ tar zxvf sphinx-0.9.8.tar.gz
46169 $ cd sphinx-0.9.8
46170 $ ./configure --prefix=/usr/local/sphinx
46171 $ make
46172 # make install
46173 # mkdir /usr/local/sphinx
46174 # mkdir /usr/local/sphinx/lib
46175 # cp api/sphinxapi.php /usr/local/sphinx/lib/
46176 $ rm -R sphinx-0.9.8*</programlisting>
46177       </section>
46178
46179       <section id="sphinxuser">
46180         <title>Creation of User and Group</title>
46181
46182         <para>Creating a Sphinx user and change the owner:</para>
46183
46184         <programlisting># adduser sphinx
46185 # addgroup sphinx
46186 # usermod -G sphinx sphinx
46187 # mkdir /usr/local/sphinx/var/run
46188 # chown -R sphinx.sphinx /usr/local/sphinx/var</programlisting>
46189       </section>
46190
46191       <section id="demonsphinx">
46192         <title>The Sphinx daemon</title>
46193
46194         <para>Download:</para>
46195
46196         <programlisting># cd /etc/init.d
46197 # wget http://www.thesocialopac.net/sites/thesocialopac.net/files/sphinx
46198 # chmod +x /etc/init.d/sphinx</programlisting>
46199
46200         <para>Add Sphinx to the default boot services:</para>
46201
46202         <programlisting># update-rc.d sphinx defaults</programlisting>
46203       </section>
46204
46205       <section id="sphinxconfig">
46206         <title>Configuration</title>
46207
46208         <para>Copy the configuration file supplied with the source of Sphinx
46209         before the change:</para>
46210
46211         <programlisting># cp /usr/local/lib/locum/sphinx/sphinx.conf /usr/local/sphinx/etc/
46212 # sed 's/locum_db_user/scas_user/g' /usr/local/sphinx/etc/sphinx.conf &gt; tmpfile;
46213 mv tmpfile /usr/local/sphinx/etc/sphinx.conf
46214 # sed 's/locum_db_pass/scas_pass/g' /usr/local/sphinx/etc/sphinx.conf &gt; tmpfile; mv tmpfile /usr/local/sphinx/etc/sphinx.conf</programlisting>
46215
46216         <para>And if you personalize the name of the database:</para>
46217
46218         <programlisting># sed 's/scas/MY_DB/g' /usr/local/sphinx/etc/sphinx.conf &gt; tmpfile; mv tmpfile /usr/local/sphinx/etc/sphinx.conf</programlisting>
46219       </section>
46220
46221       <section id="sphinxindexing">
46222         <title>Indexing documents</title>
46223
46224         <para>Indexing is necessary if you want to use the search features of
46225         SOPAC.</para>
46226
46227         <para>You must first complete the Insurge table index</para>
46228
46229         <programlisting># chmod +x /usr/local/lib/insurge/tools/update-index.php
46230 $ /usr/local/lib/insurge/tools/update-index.php</programlisting>
46231
46232         <para>Then start indexing Sphinx</para>
46233
46234         <programlisting>$ /usr/local/sphinx/bin/indexer --all</programlisting>
46235
46236         <para>Finally, we must start the daemon:</para>
46237
46238         <programlisting># /etc/init.d/sphinx start</programlisting>
46239
46240         <para>When the daemon is running, you can update the index with:</para>
46241
46242         <programlisting>$ /usr/local/sphinx/bin/indexer --all --rotate</programlisting>
46243       </section>
46244     </section>
46245
46246     <section id="installsopac">
46247       <title>Installation of SOPAC2</title>
46248
46249       <para>Now to the SOPAC software itself:</para>
46250
46251       <section id="downloadsopac">
46252         <title>Download</title>
46253
46254         <para>Download from SVN:</para>
46255
46256         <programlisting>$ cd /chemin/vers/drupal/sites/all/
46257 $ mkdir modules
46258 $ cd modules/
46259 $ svn co http://dobby.darienlibrary.org/svn/sopac/trunk/ sopac</programlisting>
46260       </section>
46261
46262       <section id="sopacinstallation">
46263         <title>Installation</title>
46264
46265         <para>In Drupal's administration settings, activate the module.
46266         Also, enable the dependencies:</para>
46267
46268         <itemizedlist>
46269           <listitem>
46270             <para>Profile</para>
46271           </listitem>
46272
46273           <listitem>
46274             <para>PHP Filter</para>
46275           </listitem>
46276
46277           <listitem>
46278             <para>Path</para>
46279           </listitem>
46280         </itemizedlist>
46281
46282         <para>The Drupal menu should now list these entries.</para>
46283       </section>
46284
46285       <section id="configsopac">
46286         <title>Configuration</title>
46287
46288         <para>Then go into the settings of SOPAC.</para>
46289
46290         <itemizedlist>
46291           <listitem>
46292             <para>Configure the paths to the Locum and Insurge
46293             libraries</para>
46294           </listitem>
46295
46296           <listitem>
46297             <para>Choose a URL prefix SOPAC, in my "catalog". Create a node
46298             with content like:</para>
46299           </listitem>
46300         </itemizedlist>
46301
46302         <programlisting>&lt;?php
46303 print sopac_search_form('both');
46304 print theme('pages_catalog');</programlisting>
46305
46306         <itemizedlist>
46307           <listitem>
46308             <para>Check the Input Format "PHP Code"</para>
46309           </listitem>
46310
46311           <listitem>
46312             <para>Check Move to front page</para>
46313           </listitem>
46314
46315           <listitem>
46316             <para>In URL path settings, set the SOPAC URL prefix you have
46317             chosen.</para>
46318           </listitem>
46319         </itemizedlist>
46320
46321         <para>Go to the root of Drupal, a search form will appear.</para>
46322
46323         <para>Remember to empty Drupal's cache when something does not
46324         work.</para>
46325
46326         <para>Drupal offers a few blocks, which are not configured by default.
46327         You must specify on which page they should appear.</para>
46328       </section>
46329     </section>
46330   </chapter>
46331
46332   <chapter id="cronjobsch">
46333     <title>Cron Jobs</title>
46334
46335     <para>A cron job is a Linux command for scheduling a command or script on your server to
46336       complete repetitive tasks automatically. Scripts executed as a cron job are typically used to
46337       modify files or databases; however, they can perform other tasks that do not modify data on
46338       the server, like sending out email notifications. Koha has many cron jobs in place that you
46339       can enable (search engine indexing, overdue notice generation, data cleanup and more), this
46340       chapter will explain those for you.</para>
46341
46342     <section id="cronjobs">
46343       <title>Cron Jobs</title>
46344
46345       <para>The locations below assume a dev install which puts the crons in
46346       misc/, if you have a standard install you may want to look in bin/ for
46347       these files if you cannot find them in misc/</para>
46348
46349       <section id="searchcron">
46350         <title>Search</title>
46351
46352         <para/>
46353
46354         <section id="rebuildsearchcron">
46355           <title>Rebuild Index</title>
46356
46357           <para>Script path: misc/migration_tools/rebuild_zebra.pl</para>
46358
46359           <para>Does: Updates Zebra indexes with recently changed data.</para>
46360
46361           <para>Required by: Zebra</para>
46362
46363           <para>Frequency suggestion: every x minutes, (between 5-15 minutes)
46364           depending on performance needs</para>
46365         </section>
46366       </section>
46367
46368       <section id="circcron">
46369         <title>Circulation</title>
46370
46371         <section id="buildholdscron">
46372           <title>Holds Queue</title>
46373
46374           <para>Script path: misc/cronjobs/holds/build_holds_queue.pl</para>
46375
46376           <para>Does: Updates holds queue report</para>
46377
46378           <para>Required by: <link linkend="holdsqueue">Holds Queue
46379           Report</link></para>
46380
46381           <para>Frequency suggestion: every 1-4 hours</para>
46382
46383           <para>Description:</para>
46384
46385           <itemizedlist>
46386             <listitem>
46387               <para>A script that should be run periodically if your library
46388               system allows borrowers to place on-shelf holds. This script
46389               decides which library should be responsible for fulfilling a
46390               given hold request.</para>
46391
46392               <para>It's behavior is controlled by the system preferences
46393               <link linkend="holdqueueweight">StaticHoldsQueueWeight</link>
46394               and <link linkend="holdqueueweight">RandomizeHoldsQueueWeight</link>.</para>
46395
46396               <para>If you do not want all of your libraries to participate in
46397               the on-shelf holds fulfillment process, you should list the the
46398               libraries that *do* participate in the process here by inputting
46399               all the participating library's branchcodes, separated by commas
46400               ( e.g. "MPL,CPL,SPL,BML" etc. ).</para>
46401
46402               <para>By default, the holds queue will be generated such that
46403               the system will first attempt to hold fulfillment using items
46404               already at the pickup library if possible. If there are no items
46405               available at the pickup library to fill a hold,
46406               build_holds_queue.pl will then use the list of libraries defined
46407               in StaticHoldsQueueWeight. If RandomizeHoldsQueueWeight is
46408               disabled ( which it is by default ), the script will assign
46409               fulfillment requests in the order the branches are placed in the
46410               StaticHoldsQueueWeight system preference.</para>
46411
46412               <para>For example, if your system has three libraries, of
46413               varying sizes ( small, medium and large ) and you want the
46414               burden of holds fulfillment to be on larger libraries before
46415               smaller libraries, you would want StaticHoldsQueueWeight to look
46416               something like "LRG,MED,SML".</para>
46417
46418               <para>If you want the burden of holds fulfillment to be spread
46419               out equally throughout your library system, simply enable
46420               RandomizeHoldsQueueWeight. When this system preference is
46421               enabled, the order in which libraries will be requested to
46422               fulfill an on-shelf hold will be randomized each time the list
46423               is regenerated.</para>
46424
46425               <para>Leaving StaticHoldsQueueWeight empty is contraindicated at
46426               this time. Doing so will cause the build_holds_queue script to
46427               ignore RandomizeHoldsQueueWeight, causing the script to request
46428               hold fulfillment not randomly, but by alphabetical order.</para>
46429             </listitem>
46430           </itemizedlist>
46431
46432           <section id="buildholdscronperl">
46433             <title>Perl Documentation</title>
46434
46435             <para><emphasis role="bold">GetBibsWithPendingHoldRequests</emphasis></para>
46436
46437             <para>my $biblionumber_aref =
46438             GetBibsWithPendingHoldRequests();</para>
46439
46440             <para>Return an arrayref of the biblionumbers of all bibs that
46441             have one or more unfilled hold requests.</para>
46442
46443             <para><emphasis role="bold">GetPendingHoldRequestsForBib</emphasis></para>
46444
46445             <para>my $requests =
46446             GetPendingHoldRequestsForBib($biblionumber);</para>
46447
46448             <para>Returns an arrayref of hashrefs to pending, unfilled hold
46449             requests on</para>
46450
46451             <para>the bib identified by $biblionumber. The following keys are
46452             present in each hashref:</para>
46453
46454             <itemizedlist>
46455               <listitem>
46456                 <para>biblionumber</para>
46457               </listitem>
46458
46459               <listitem>
46460                 <para>borrowernumber</para>
46461               </listitem>
46462
46463               <listitem>
46464                 <para>itemnumber</para>
46465               </listitem>
46466
46467               <listitem>
46468                 <para>priority</para>
46469               </listitem>
46470
46471               <listitem>
46472                 <para>branchcode</para>
46473               </listitem>
46474
46475               <listitem>
46476                 <para>reservedate</para>
46477               </listitem>
46478
46479               <listitem>
46480                 <para>reservenotes</para>
46481               </listitem>
46482
46483               <listitem>
46484                 <para>borrowerbranch</para>
46485               </listitem>
46486             </itemizedlist>
46487
46488             <para>The arrayref is sorted in order of increasing
46489             priority.</para>
46490
46491             <para><emphasis role="bold">GetItemsAvailableToFillHoldRequestsForBib</emphasis></para>
46492
46493             <para>my $available_items =</para>
46494
46495             <para>GetItemsAvailableToFillHoldRequestsForBib($biblionumber);</para>
46496
46497             <para>Returns an arrayref of items available to fill hold requests
46498             for the bib identified by $biblionumber. An item is available to
46499             fill a hold</para>
46500
46501             <para>request if and only if:</para>
46502
46503             <itemizedlist>
46504               <listitem>
46505                 <para>it is not on loan</para>
46506               </listitem>
46507
46508               <listitem>
46509                 <para>it is not withdrawn</para>
46510               </listitem>
46511
46512               <listitem>
46513                 <para>it is not marked notforloan</para>
46514               </listitem>
46515
46516               <listitem>
46517                 <para>it is not currently in transit</para>
46518               </listitem>
46519
46520               <listitem>
46521                 <para>it is not lost</para>
46522               </listitem>
46523
46524               <listitem>
46525                 <para>it is not sitting on the hold shelf</para>
46526               </listitem>
46527             </itemizedlist>
46528
46529             <para><emphasis role="bold">MapItemsToHoldRequests</emphasis></para>
46530
46531             <para>MapItemsToHoldRequests($hold_requests,
46532             $available_items);</para>
46533
46534             <para><emphasis role="bold">CreatePickListFromItemMap</emphasis></para>
46535
46536             <para><emphasis role="bold">AddToHoldTargetMap</emphasis></para>
46537
46538             <para><emphasis role="bold">_get_branches_to_pull_from</emphasis></para>
46539
46540             <para>Query system preferences to get ordered list of branches to
46541             use to fill hold requests.</para>
46542           </section>
46543         </section>
46544
46545         <section id="expiredholdscron">
46546           <title>Expired Holds</title>
46547
46548           <para>Script path:
46549           misc/cronjobs/holds/cancel_expired_holds.pl</para>
46550
46551           <para>Does: By default, this cron job will only automatically cancel
46552           holds where the user has set an expiration date. If the library is
46553           using the <link linkend="ExpireReservesMaxPickUpDelay">ExpireReservesMaxPickUpDelay</link>
46554           and <link linkend="ExpireReservesMaxPickUpDelayCharge">ExpireReservesMaxPickUpDelayCharge</link>
46555           preferences then this script will also cancel holds that have been
46556           sitting on the hold shelf for too long and will (if the library
46557           does) charge the patron for not picking up the hold.</para>
46558
46559           <para>Frequency suggestion: daily</para>
46560         </section>
46561
46562         <section id="unsuspendholdcron">
46563           <title>Unsuspend Holds</title>
46564
46565           <para>Script path:
46566           misc/cronjobs/holds/auto_unsuspend_holds.pl</para>
46567
46568           <para>Does: This script checks to find holds that should no longer
46569           be suspended and removes the suspension if the <link linkend="AutoResumeSuspendedHolds">AutoResumeSuspendedHolds</link>
46570           preference is set to 'allow'. This puts the patron back in to the
46571           queue where they were when the hold was suspended.</para>
46572
46573           <para>Frequency suggestion: daily</para>
46574         </section>
46575
46576         <section id="finescronjob">
46577           <title>Fines</title>
46578
46579           <para>Script path: misc/cronjobs/fines.pl</para>
46580           <para>Does: Calculates and posts fines to patron accounts.</para>
46581
46582           <para>Required by: <link linkend="finesMode">finesMode</link> system
46583           preference</para>
46584
46585           <para>Frequency suggestion: nightly</para>
46586         </section>
46587
46588         <section id="longoverduecron">
46589           <title>Long Overdues</title>
46590
46591           <para>Script path: misc/cronjobs/longoverdue.pl</para>
46592
46593           <para>Does: allows one to specify delays for changing items to
46594           different lost statuses, and optionally charge for them using the
46595           replacement price listed on the item record.</para>
46596
46597           <para>Frequency suggestion: nightly<note>
46598               <para>Staff can control some of the parameters for the longoverdue cron job with the
46599                   <link linkend="DefaultLongOverdueLostValue">DefaultLongOverdueLostValue</link> and
46600                   <link linkend="DefaultLongOverdueChargeValue">DefaultLongOverdueChargeValue</link>
46601                 preferences.</para>
46602             </note></para>
46603
46604           <section id="longoverduecronperl">
46605             <title>Perl Documentation</title>
46606
46607             <para><emphasis role="bold">NAME</emphasis></para>
46608
46609             <para>longoverdue.pl cron script to set lost statuses on overdue
46610             materials. Execute without options for help.</para>
46611             <para><emphasis role="bold">DESCRIPTION</emphasis></para>
46612             <para> --lost | -l </para>
46613             <para>This option takes the form of n=lv, where n is num days overdue, and lv is the
46614               lost value. See warning below.</para>
46615             <para> --charge | -c </para>
46616             <para>This specifies what lost value triggers Koha to charge the account for the lost
46617               item. Replacement costs are not charged if this is not specified. </para>
46618             <para>--verbose | v </para>
46619             <para>verbose. </para>
46620             <para>--confirm </para>
46621             <para>confirm. without this option, the script will report the number of affected items
46622               and return without modifying any records. </para>
46623             <para>--quiet </para>
46624             <para>suppress summary output. </para>
46625             <para>--maxdays </para>
46626             <para>Specifies the end of the range of overdue days to deal with (defaults to 366).
46627               This value is universal to all lost num days overdue passed. </para>
46628             <para>--mark-returned </para>
46629             <para>When an item is marked lost, remove it from the borrowers issued items.</para>
46630           </section>
46631         </section>
46632
46633         <section id="updateissuescron">
46634           <title>Track total checkouts</title>
46635
46636           <para>Script path: misc/cronjobs/update_totalissues.pl</para>
46637
46638           <para>Does: updates the biblioitems.totalissues field in the
46639           database with the latest tally of checkouts.</para>
46640
46641           <para>Frequency suggestion: nightly</para>
46642           <section id="updateissuesperldoc">
46643             <title>Perl Documentation</title>
46644             <para><emphasis role="bold">NAME</emphasis>
46645             </para>
46646             <para>update_totalissues.pl </para>
46647             <para><emphasis role="bold">SYNOPSIS</emphasis>
46648             </para>
46649             <para>update_totalissues.pl --use-stats </para>
46650             <para>update_totalissues.pl --use-items </para>
46651             <para>update_totalissues.pl --commit=1000 </para>
46652             <para>update_totalissues.pl --since='2012-01-01' </para>
46653             <para>update_totalissues.pl --interval=30d </para>
46654             <para><emphasis role="bold">DESCRIPTION</emphasis>
46655             </para>
46656             <para>This batch job populates bibliographic records' total issues count based on
46657               historical issue statistics. </para>
46658             <para>--help Prints this help </para>
46659             <para>-v|--verbose </para>
46660             <para>Provide verbose log information (list every bib modified). </para>
46661             <para>--use-stats </para>
46662             <para>Use the data in the statistics table for populating total issues. </para>
46663             <para>--use-items </para>
46664             <para>Use items.issues data for populating total issues. Note that issues data from the
46665               items table does not respect the --since or --interval options, by definition. Also
46666               note that if both --use-stats and --use-items are specified, the count of biblios
46667               processed will be misleading. </para>
46668             <para>-s|--since=DATE </para>
46669             <para>Only process issues recorded in the statistics table since DATE. </para>
46670             <para>-i|--interval=S </para>
46671             <para>Only process issues recorded in the statistics table in the last N units of time.
46672               The interval should consist of a number with a one- letter unit suffix. The valid
46673               suffixes are h (hours), d (days), w (weeks), m (months), and y (years). The default
46674               unit is days. </para>
46675             <para>--incremental </para>
46676             <para>Add the number of issues found in the statistics table to the existing total
46677               issues count. Intended so that this script can be used as a cron job to update
46678               popularity information during low-usage periods. If neither --since or --interval are
46679               specified, incremental mode will default to processing the last twenty-four hours. </para>
46680             <para>--commit=N </para>
46681             <para>Commit the results to the database after every N records are processed. </para>
46682             <para>--test </para>
46683             <para>Only test the popularity population script. </para>
46684             <para><emphasis role="bold">WARNING</emphasis>
46685             </para>
46686             <para>If the time on your database server does not match the time on your Koha server
46687               you will need to take that into account, and probably use the --since argument instead
46688               of the --interval argument for incremental updating. </para>
46689             <para><emphasis role="bold">CREDITS</emphasis>
46690             </para>
46691             <para>This patch to Koha was sponsored by the Arcadia Public Library and the Arcadia
46692               Public Library Foundation in honor of Jackie Faust-Moreno, late director of the
46693               Arcadia Public Library. </para>
46694             <para><emphasis role="bold">AUTHOR</emphasis>
46695             </para>
46696             <para>Jared Camins-Esakov &lt;jcamins AT cpbibliography DOT com></para>
46697           </section>
46698         </section>
46699         <section id="offlinecirccron">
46700           <title>Generate Patron File for Offline Circulation</title>
46701           <para>Script path: misc/cronjobs/create_koc_db.pl</para>
46702           <para>Does: Generates the borrowers.db file for use with the <link
46703               linkend="windowsofflinecirc">Koha Offline Circulation</link> tool</para>
46704           <para>Frequency suggestion: weekly</para>
46705         </section>
46706         <section id="autorenewcron">
46707           <title>Automatic renewal</title>
46708           <para>Script path: misc/cronjobs/automatic_renewals.pl</para>
46709           <para>Does: Will automatically renew items if you're allowing automatic renewal with your
46710               <link linkend="circfinerules">circulation and fine rules</link>.</para>
46711           <para>Frequency suggestion: nightly</para>
46712           <section id="autorenewcronperl">
46713             <title>Perl Documentation</title>
46714             <para><emphasis role="bold">NAME</emphasis>
46715             </para>
46716             <para>automatic_renewals.pl - cron script to renew loans </para>
46717             <para><emphasis role="bold">SYNOPSIS</emphasis>
46718             </para>
46719             <para>./automatic_renewals.pl </para>
46720             <para>or, in crontab: 0 3 * * * automatic_renewals.pl </para>
46721             <para><emphasis role="bold">DESCRIPTION</emphasis>
46722             </para>
46723             <para>This script searches for issues scheduled for automatic renewal
46724               (issues.auto_renew). If there are still renews left (Renewals allowed) and the renewal
46725               isn't premature (No Renewal before) the issue is renewed. </para>
46726             <para><emphasis role="bold">OPTIONS</emphasis>
46727             </para>
46728             <para>No options.</para>
46729           </section>
46730         </section>
46731       </section>
46732       <section id="patroncrons">
46733         <title>Patrons</title>
46734         <para/>
46735         <section id="deleteexpiredregistrationcron">
46736           <title>Unverified Registrations</title>
46737           <para>Script path: misc/cronjobs/delete_expired_opac_registrations.pl</para>
46738           <para>Does: Deletes patron registrations that were submitted via the OPAC but not reviewed
46739             by the library within the number of days entered in the <link linkend="PatronSelfRegistrationExpireTemporaryAccountsDelay">PatronSelfRegistrationExpireTemporaryAccountsDelay</link> preference.</para>
46740           <para>Frequency suggestion: nightly</para>
46741         </section>
46742         <section id="deleteunverifiedcron">
46743           <title>Unconfirmed Registrations</title>
46744           <para>Script path: misc/cronjobs/delete_unverified_opac_registrations.pl </para>
46745           <para>Does: Deletes patron self registrations that were submitted via the OPAC but not
46746             confirmed via email within 24 hours. This is only necessary if you are requiring patrons
46747             to confirm their registrations via email with the <link linkend="PatronSelfRegistrationVerifyByEmail">PatronSelfRegistrationVerifyByEmail</link> preference.</para>
46748           <para>Frequency suggestion: hourly</para>
46749         </section>
46750         <section id="anonymizecron">
46751           <title>Anonymize Patron Data</title>
46752           <para>Script path: misc/cronjobs/batch_anonymise.pl</para>
46753           <para>Does: Used to anonymize patron data.  This will remove borrowernumbers from
46754             circulation history so that the stats are kept, but the patron information is removed
46755             for privacy reasons.</para>
46756         </section>
46757         <section id="j2acron">
46758           <title>Update Child to Adult Patron Type</title>
46759           <para>Script path: misc/cronjobs/j2a.pl</para>
46760           <para>Does: Convert juvenile/child patrons from juvenile patron category and category code
46761             to corresponding adult patron category and category code when they reach the upper age
46762             limit defined in the Patron Categories. </para>
46763           <para>Frequency suggestion: nightly</para>
46764           <section id="j2aperldoc">
46765             <title>Perl Documentation</title>
46766             <para><emphasis role="bold">NAME</emphasis>
46767             </para>
46768             <para>juv2adult.pl - convert juvenile/child patrons from juvenile patron category and
46769               category code to corresponding adult patron category and category code when they reach
46770               the upper age limit defined in the Patron Categories. </para>
46771             <para><emphasis role="bold">SYNOPSIS</emphasis>
46772             </para>
46773             <para>juv2adult.pl [ -b=&lt;branchcode> -f=&lt;categorycode> -t=&lt;categorycode> ] </para>
46774             <para>Options: </para>
46775             <para>--help brief help message </para>
46776             <para>--man full documentation </para>
46777             <para>-v verbose mode </para>
46778             <para>-n take no action, display only </para>
46779             <para>-b &lt;branchname> only deal with patrons from this library/branch </para>
46780             <para>-f &lt;categorycode> change patron category from this category </para>
46781             <para>-t &lt;categorycode> change patron category to this category </para>
46782             <para>=head1 OPTIONS </para>
46783             <para>--help Print a brief help message and exits. </para>
46784             <para>--man Prints the manual page and exits. </para>
46785             <para>-v Verbose. Without this flag set, only fatal errors are reported. </para>
46786             <para>-n No Action. With this flag set, script will report changes but not actually
46787               execute them on the database. </para>
46788             <para>-b changes patrons for one specific branch. Use the value in the
46789               branches.branchcode table.</para>
46790             <para> -f *required* defines the juvenile category to update. Expects the code from
46791               categories.categorycode. </para>
46792             <para>-t *required* defines the category juvenile patrons will be converted to. Expects
46793               the code from categories.categorycode. </para>
46794             <para><emphasis role="bold">DESCRIPTION</emphasis>
46795             </para>
46796             <para>This script is designed to update patrons from juvenile to adult patron types,
46797               remove the guarantor, and update their category codes appropriately when they reach
46798               the upper age limit defined in the Patron Categories. </para>
46799             <para><emphasis role="bold">USAGE EXAMPLES</emphasis>
46800             </para>
46801             <para>"juv2adult.pl" - Suggests that you read this help. :) </para>
46802             <para>"juv2adult.pl" -b=&lt;branchcode> -f=&lt;categorycode> -t=&lt;categorycode> -
46803               Processes a single branch, and updates the patron categories from fromcat to tocat. </para>
46804             <para>"juv2adult.pl" -f=&lt;categorycode> -t=&lt;categorycode> -v -n - Processes all
46805               branches, shows all messages, and reports the patrons who would be affected. Takes no
46806               action on the database.</para>
46807           </section>
46808         </section>
46809       </section>
46810
46811       <section id="noticescron">
46812         <title>Notices</title>
46813
46814         <para/>
46815
46816         <section id="msgqueuecron">
46817           <title>Message Queue</title>
46818
46819           <para>Script path: misc/cronjobs/process_message_queue.pl</para>
46820
46821           <para>Does: processes the message queue to send the check out, check in and hold filled
46822             emails and SMS message to users and sends outgoing emails to patrons. requires <link linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link> to be
46823             on</para>
46824
46825           <para>Frequency suggestion: 1-4 hours<important>
46826               <para>Item due and Advanced due notices are controlled by the <link linkend="advnoticecron">advance_notices cron</link>.</para>
46827             </important></para>
46828         </section>
46829
46830         <section id="advnoticecron">
46831           <title>Advanced Notice</title>
46832
46833           <para>Script path: misc/cronjobs/advance_notices.pl</para>
46834
46835           <para>Does: prepares "pre-due" notices and "item due" notices for
46836           patrons who request them prepares notices for patrons for items just
46837           due or coming due soon. requires <link linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link>
46838           to be on</para>
46839
46840           <para>Frequency suggestion: nightly</para>
46841
46842           <note>
46843             <para>This script does not actually send the notices. It queues
46844             them in the <link linkend="msgqueuecron">message queue</link> for
46845             later</para>
46846           </note>
46847
46848           <section id="advnoticecronperl">
46849             <title>Perl Documentation</title>
46850
46851             <para><emphasis role="bold">NAME</emphasis></para>
46852
46853             <para>advance_notices.pl - cron script to put item due reminders
46854             into message queue</para>
46855
46856             <para><emphasis role="bold">SYNOPSIS</emphasis></para>
46857
46858             <para>./advance_notices.pl -c</para>
46859
46860             <para>or, in crontab: 0 1 * * * advance_notices.pl -c</para>
46861
46862             <para><emphasis role="bold">DESCRIPTION</emphasis></para>
46863
46864             <para>This script prepares pre-due and item due reminders to be
46865             sent to patrons. It queues them in the message queue, which is
46866             processed by the process_message_queue.pl cronjob. The type and
46867             timing of the messages can be configured by the patrons in their
46868             "My Alerts" tab in the OPAC.</para>
46869
46870             <para><emphasis role="bold">METHODS</emphasis></para>
46871
46872             <para>parse_letter</para>
46873           </section>
46874         </section>
46875
46876         <section id="overduenoticecron">
46877           <title>Overdue Notice</title>
46878
46879           <para>Script path: misc/cronjobs/overdue_notices.pl</para>
46880
46881           <para>Does: prepares messages to alert patrons of overdue messages
46882           (both via email and print)</para>
46883
46884           <para>Frequency suggestion: nightly</para>
46885
46886           <note>
46887             <para>This script does not actually send the notices. It queues
46888             them in the <link linkend="msgqueuecron">message queue</link> for
46889             later or generates the HTML for later printing</para>
46890           </note>
46891
46892           <section id="overduenoticecronperl">
46893             <title>Perl Documentation</title>
46894
46895             <para><emphasis role="bold">NAME</emphasis></para>
46896
46897             <para>overdue_notices.pl - prepare messages to be sent to patrons
46898             for overdue items</para>
46899
46900             <para><emphasis role="bold">SYNOPSIS</emphasis></para>
46901
46902             <para>overdue_notices.pl [ -n ] [ -library &lt;branchcode&gt; ] [
46903             -library &lt;branchcode&gt;...] [ -max &lt;number of days&gt; ] [
46904             -csv [ &lt;filename&gt; ] ] [-itemscontent &lt;field list&gt;
46905             ]</para>
46906
46907             <para>Options:</para>
46908
46909             <para>-help brief help message</para>
46910
46911             <para>-man full documentation</para>
46912
46913             <para>-n No email will be sent</para>
46914
46915             <para>-max &lt;days&gt; maximum days overdue to deal with</para>
46916
46917             <para>-library &lt;branchname&gt; only deal with overdues from
46918             this library (repeatable : several libraries can be given)</para>
46919
46920             <para>-csv &lt;filename&gt; populate CSV file</para>
46921
46922             <para>-html &lt;filename&gt; Output html to file</para>
46923
46924             <para>-itemscontent &lt;list of fields&gt; item information in
46925             templates</para>
46926
46927             <para>-borcat &lt;categorycode&gt; category code that must be
46928             included</para>
46929
46930             <para>-borcatout &lt;categorycode&gt; category code that must be
46931             excluded</para>
46932
46933             <para><emphasis role="bold">OPTIONS</emphasis></para>
46934
46935             <para>-help Print a brief help message and exits.</para>
46936
46937             <para>-man Prints the manual page and exits.</para>
46938
46939             <para>-v Verbose. Without this flag set, only fatal errors are
46940             reported.</para>
46941
46942             <para>-n Do not send any email. Overdue notices that would have
46943             been sent to the patrons or to the admin are printed to standard
46944             out. CSV data (if the -csv flag is set) is written to standard out
46945             or to any csv filename given.</para>
46946
46947             <para>-max Items older than max days are assumed to be handled
46948             somewhere else, probably the longoverdues.pl script. They are
46949             therefore ignored by this program. No notices are sent for them,
46950             and they are not added to any CSV files. Defaults to 90 to match
46951             longoverdues.pl.</para>
46952
46953             <para>-library</para>
46954
46955             <para>select overdues for one specific library. Use the value in
46956             the branches.branchcode table. This option can be repeated in
46957             order to select overdues for a group of libraries.</para>
46958
46959             <para>-csv Produces CSV data. if -n (no mail) flag is set, then
46960             this CSV data is sent to standard out or to a filename if
46961             provided. Otherwise, only overdues that could not be emailed are
46962             sent in CSV format to the admin.</para>
46963
46964             <para>-itemscontent</para>
46965
46966             <para>comma separated list of fields that get substituted into
46967             templates in places of the &lt;&lt;items.content&gt;&gt;
46968             placeholder. This defaults to
46969             issuedate,title,barcode,author</para>
46970
46971             <para>Other possible values come from fields in the biblios,
46972             items, and issues tables.</para>
46973
46974             <para>-borcat Repetable field, that permit to select only few of
46975             patrons categories.</para>
46976
46977             <para>-borcatout</para>
46978
46979             <para>Repetable field, permis to exclude some patrons
46980             categories.</para>
46981
46982             <para>-t | --triggered</para>
46983
46984             <para>This option causes a notice to be generated if and only if
46985             an item is overdue by the number of days defined in a notice
46986             trigger.</para>
46987
46988             <para>By default, a notice is sent each time the script runs,
46989             which is suitable for less frequent run cron script, but requires
46990             syncing notice triggers with the cron schedule to ensure proper
46991             behavior. Add the --triggered option for daily cron, at the risk
46992             of no notice being generated if the cron fails to run on
46993             time.</para>
46994
46995             <para>-list-all</para>
46996
46997             <para>Default items.content lists only those items that fall in
46998             the range of the currently processing notice. Choose list-all to
46999             include all overdue items in the list (limited by -max
47000             setting).</para>
47001
47002             <para><emphasis role="bold">DESCRIPTION</emphasis></para>
47003
47004             <para>This script is designed to alert patrons and administrators
47005             of overdue items.</para>
47006
47007             <para>Configuration</para>
47008
47009             <para>This script pays attention to the overdue notice
47010             configuration performed in the "Overdue notice/status triggers"
47011             section of the "Tools" area of the staff interface to Koha. There,
47012             you can choose which letter templates are sent out after a
47013             configurable number of days to patrons of each library. More
47014             information about the use of this section of Koha is available in
47015             the Koha manual.</para>
47016
47017             <para>The templates used to craft the emails are defined in the
47018             "Tools: Notices" section of the staff interface to Koha.</para>
47019
47020             <para>Outgoing emails</para>
47021
47022             <para>Typically, messages are prepared for each patron with
47023             overdue items. Messages for whom there is no email address on file
47024             are collected and sent as attachments in a single email to each
47025             library administrator, or if that is not set, then to the email
47026             address in the "KohaAdminEmailAddress" system preference.</para>
47027
47028             <para>These emails are staged in the outgoing message queue, as
47029             are messages produced by other features of Koha. This message
47030             queue must be processed regularly by the
47031             misc/cronjobs/process_message_queue.pl program.</para>
47032
47033             <para>In the event that the "-n" flag is passed to this program,
47034             no emails are sent. Instead, messages are sent on standard output
47035             from this program. They may be redirected to a file if
47036             desired.</para>
47037
47038             <para>Templates</para>
47039
47040             <para>Templates can contain variables enclosed in double angle
47041             brackets like &lt;&lt;this&gt;&gt;. Those variables will be
47042             replaced with values specific to the overdue items or relevant
47043             patron. Available variables are:</para>
47044
47045             <para>&lt;&lt;bib&gt;&gt;</para>
47046
47047             <para>the name of the library</para>
47048
47049             <para>&lt;&lt;items.content&gt;&gt;</para>
47050
47051             <para>one line for each item, each line containing a tab separated
47052             list of title, author, barcode, issuedate</para>
47053
47054             <para>&lt;&lt;borrowers.*&gt;&gt;</para>
47055
47056             <para>any field from the borrowers table</para>
47057
47058             <para>&lt;&lt;branches.*&gt;&gt;</para>
47059
47060             <para>any field from the branches table</para>
47061
47062             <para>CSV output</para>
47063
47064             <para>The "-csv" command line option lets you specify a file to
47065             which overdues data should be output in CSV format.</para>
47066
47067             <para>With the "-n" flag set, data about all overdues is written
47068             to the file. Without that flag, only information about overdues
47069             that were unable to be sent directly to the patrons will be
47070             written. In other words, this CSV file replaces the data that is
47071             typically sent to the administrator email address.</para>
47072
47073             <para><emphasis role="bold">USAGE EXAMPLES</emphasis></para>
47074
47075             <para>"overdue_notices.pl" - In this most basic usage, with no
47076             command line arguments, all libraries are processed individually,
47077             and notices are prepared for all patrons with overdue items for
47078             whom we have email addresses. Messages for those patrons for whom
47079             we have no email address are sent in a single attachment to the
47080             library administrator's email address, or to the address in the
47081             KohaAdminEmailAddress system preference.</para>
47082
47083             <para>"overdue_notices.pl -n -csv /tmp/overdues.csv" - sends no
47084             email and populates /tmp/overdues.csv with information about all
47085             overdue items.</para>
47086
47087             <para>"overdue_notices.pl -library MAIN max 14" - prepare notices
47088             of overdues in the last 2 weeks for the MAIN library.</para>
47089
47090             <para><emphasis role="bold">SEE ALSO</emphasis></para>
47091
47092             <para>The misc/cronjobs/advance_notices.pl program allows you to
47093             send messages to patrons in advance of their items becoming due,
47094             or to alert them of items that have just become due.</para>
47095
47096             <para><emphasis role="bold">INTERNAL METHODS</emphasis></para>
47097
47098             <para>These methods are internal to the operation of
47099             overdue_notices.pl.</para>
47100
47101             <para>parse_letter</para>
47102
47103             <para>parses the letter template, replacing the placeholders with
47104             data specific to this patron, biblio, or item</para>
47105
47106             <para>named parameters:</para>
47107
47108             <para>letter - required hashref</para>
47109
47110             <para>borrowernumber - required integer</para>
47111
47112             <para>substitute - optional hashref of other key/value pairs that
47113             should be substituted in the letter content</para>
47114
47115             <para>returns the "letter" hashref, with the content updated to
47116             reflect the substituted keys and values.</para>
47117
47118             <para>prepare_letter_for_printing</para>
47119
47120             <para>returns a string of text appropriate for printing in the
47121             event that an overdue notice will not be sent to the patron's
47122             email address. Depending on the desired output format, this may be
47123             a CSV string, or a human-readable representation of the
47124             notice.</para>
47125
47126             <para>required parameters:</para>
47127
47128             <para>letter</para>
47129
47130             <para>borrowernumber</para>
47131
47132             <para>optional parameters:</para>
47133
47134             <para>outputformat</para>
47135           </section>
47136         </section>
47137
47138         <section id="printholdcron">
47139           <title>Print Hold Notices</title>
47140
47141           <para>Script path: misc/cronjobs/gather_print_notices.pl</para>
47142
47143           <para>Does: looks through the message queue for hold notices that
47144           didn't go through because the patron didn't have an email address
47145           and generates a print notice</para>
47146
47147           <para>Frequency suggestion: nightly</para>
47148         </section>
47149
47150         <section id="talkingtechcrons">
47151           <title>Talking Tech</title>
47152
47153           <para>To learn more about setting up this third party product view
47154           the <link linkend="talkingtechappendix">Talking Tech
47155           Appendix</link>.</para>
47156
47157           <section id="talkingtechsendcron">
47158             <title>Sending Notices File</title>
47159
47160             <para>Script path:
47161             misc/cronjobs/thirdparty/TalkingTech_itiva_outbound.pl</para>
47162
47163             <para>Does: Script to generate Spec C outbound notifications file
47164             for Talking Tech i-tiva phone notification system.</para>
47165
47166             <para>Required by: <link linkend="TalkingTechItivaPhoneNotification">TalkingTechItivaPhoneNotification</link></para>
47167
47168             <para>Frequency suggestion: nightly</para>
47169
47170             <section id="talkingsendcronperl">
47171               <title>Perl Documentation</title>
47172
47173               <para><emphasis role="bold">USAGE</emphasis></para>
47174
47175               <para>TalkingTech_itiva_outbound.pl</para>
47176
47177               <para>TalkingTech_itiva_outbound.pl --type=OVERDUE -w 0 -w 2 -w
47178               6 --output=/tmp/talkingtech/outbound.csv</para>
47179
47180               <para>TalkingTech_itiva_outbound.pl --type=RESERVE
47181               --type=PREOVERDUE --lang=FR</para>
47182
47183               <para>Script to generate Spec C outbound notifications file for
47184               Talking Tech i-tiva phone notification system.</para>
47185
47186               <para>--help -h</para>
47187
47188               <para>Prints this help</para>
47189
47190               <para>-v Provide verbose log information.</para>
47191
47192               <para>--output -o</para>
47193
47194               <para>Destination for outbound notifications file (CSV format).
47195               If no value is specified, output is dumped to screen.</para>
47196
47197               <para>--lang</para>
47198
47199               <para>Sets the language for all outbound messages. Currently
47200               supported values are EN, FR and ES. If no value is specified, EN
47201               will be used by default.</para>
47202
47203               <para>--type</para>
47204
47205               <para>REQUIRED. Sets which messaging types are to be used. Can
47206               be given multiple times, to specify multiple types in a single
47207               output file. Currently supported values are RESERVE, PREOVERDUE
47208               and OVERDUE. If no value is given, this script will not produce
47209               any outbound notifications.</para>
47210
47211               <para>--waiting-hold-day -w</para>
47212
47213               <para>OPTIONAL for --type=RESERVE. Sets the days after a hold
47214               has been set to waiting on which to call. Use switch as many
47215               times as desired. For example, passing "-w 0 -w 2 -w 6" will
47216               cause calls to be placed on the day the hold was set to waiting,
47217               2 days after the waiting date, and 6 days after. See example
47218               above. If this switch is not used with --type=RESERVE, calls
47219               will be placed every day until the waiting reserve is picked up
47220               or canceled.</para>
47221
47222               <para>--library-code --code -c</para>
47223
47224               <para>OPTIONAL The code of the source library of the message.
47225               The library code is used to group notices together for
47226               consortium purposes and apply library specific settings, such as
47227               prompts, to those notices. This field can be blank if all
47228               messages are from a single library.</para>
47229             </section>
47230           </section>
47231
47232           <section id="talkingtechreceivecron">
47233             <title>Receiving Notices File</title>
47234
47235             <para>Script path:
47236             misc/cronjobs/thirdparty/TalkingTech_itiva_inbound.pl</para>
47237
47238             <para>Does: Script to process received Results files for Talking
47239             Tech i-tiva phone notification system.</para>
47240
47241             <para>Required by: <link linkend="TalkingTechItivaPhoneNotification">TalkingTechItivaPhoneNotification</link></para>
47242
47243             <para>Frequency suggestion: nightly</para>
47244
47245             <section id="talkingreceivecronperl">
47246               <title>Perl Documentation</title>
47247
47248               <para><emphasis role="bold">USAGE</emphasis></para>
47249
47250               <para>TalkingTech_itiva_inbound.pl</para>
47251
47252               <para>TalkingTech_itiva_inbound.pl -v
47253               --input=/tmp/talkingtech/results.csv</para>
47254
47255               <para>Script to process received Results files for Talking Tech
47256               i-tiva phone notification system.</para>
47257
47258               <para>--help -h</para>
47259
47260               <para>Prints this help</para>
47261
47262               <para>-v Provide verbose log information.</para>
47263
47264               <para>--input -i</para>
47265
47266               <para>REQUIRED. Path to incoming results file.</para>
47267             </section>
47268           </section>
47269         </section>
47270         <section id="patronexpirycron">
47271           <title>Notify Patrons of Expiration</title>
47272           <para>Script path: misc/cronjobs/membership_expiry.pl </para>
47273           <para>Does: Sends messages to warn patrons of their card expiration to the <link
47274               linkend="msgqueuecron">messaage queue</link> cron.</para>
47275           <para>Requires: <link linkend="MembershipExpiryDaysNotice"
47276               >MembershipExpiryDaysNotice</link></para>
47277           <para>Frequency: nightly</para>
47278         </section>
47279       </section>
47280
47281       <section id="proccartcron">
47282         <title>In Processing/Book Cart</title>
47283
47284         <para>Script path: misc/cronjobs/cart_to_shelf.pl</para>
47285
47286         <para>Does: Updates all items with a location of CART to the item's
47287         permanent location.</para>
47288
47289         <para>Required by: <link linkend="NewItemsDefaultLocation">NewItemsDefaultLocation</link>,
47290         <link linkend="InProcessingToShelvingCart">InProcessingToShelvingCart</link>,
47291         &amp; <link linkend="ReturnToShelvingCart">ReturnToShelvingCart</link>
47292         system preferences</para>
47293
47294         <para>Frequency suggestion: hourly</para>
47295
47296         <section id="proccartcronperl">
47297           <title>Perl Documentation</title>
47298
47299           <para><emphasis role="bold">NAME</emphasis></para>
47300
47301           <para>cart_to_shelf.pl cron script to set items with location of
47302           CART to original shelving location after X hours. Execute without
47303           options for help.</para>
47304         </section>
47305       </section>
47306
47307       <section id="catalogcron">
47308         <title>Catalog</title>
47309
47310         <para/>
47311
47312         <section id="checkurlcron">
47313           <title>Check URLs</title>
47314
47315           <para>Script path: misc/cronjobs/check-url.pl</para>
47316
47317           <para>Does: checks URLs in 856$u field. Script output can now be
47318           formatted in CSV or HTML. The HTML version links directly to MARC
47319           biblio record editor.</para>
47320
47321           <para>Frequency suggestion: monthly</para>
47322
47323           <para>Learn more: <ulink url="http://wiki.koha-community.org/wiki/Check-url_enhancements">http://wiki.koha-community.org/wiki/Check-url_enhancements</ulink></para>
47324
47325           <section id="checkurlcronperl">
47326             <title>Perl Documentation</title>
47327
47328             <para><emphasis role="bold">NAME</emphasis></para>
47329
47330             <para>C4::URL::Checker - base object for checking URL stored in
47331             Koha DB</para>
47332
47333             <para><emphasis role="bold">SYNOPSIS</emphasis></para>
47334
47335             <programlisting>use C4::URL::Checker;
47336
47337         my $checker = C4::URL::Checker-&gt;new( );
47338         $checker-&gt;{ host_default } = 'http://mylib.kohalibrary.com';
47339         my $checked_urls = $checker-&gt;check_biblio( 123 );
47340         foreach my $url ( @$checked_urls ) {
47341             print "url:        ", $url-&gt;{ url       A }, "\n",
47342                   "is_success: ", $url-&gt;{ is_success }, "\n",
47343                   "status:     ", $url-&gt;{ status     }, "\n";
47344         } </programlisting>
47345
47346             <para><emphasis role="bold">FUNCTIONS</emphasis></para>
47347
47348             <para>new</para>
47349
47350             <para>Create a URL Checker. The returned object can be used to set
47351             default host variable :</para>
47352
47353             <programlisting>my $checker = C4::URL::Checker-&gt;new( );
47354         $checker-&gt;{ host_default } = 'http://mylib.kohalibrary.com'; </programlisting>
47355
47356             <para>check_biblio</para>
47357
47358             <para>Check all URL from a biblio record. Returns a pointer to an
47359             array containing all URLs with checking for each of them.</para>
47360
47361             <programlisting> my $checked_urls = $checker-&gt;check_biblio( 123 ); </programlisting>
47362
47363             <para>With 2 URLs, the returned array will look like that:</para>
47364
47365             <programlisting>     [
47366            {
47367              'url' =&gt; 'http://mylib.tamil.fr/img/62265_0055B.JPG',
47368              'is_success' =&gt; 1,
47369              'status' =&gt; 'ok'
47370            },
47371            {
47372              'url' =&gt; 'http://mylib.tamil.fr//img/62265_0055C.JPG',
47373              'is_success' =&gt; 0,
47374              'status' =&gt; '404 - Page not found'
47375            }
47376          ], </programlisting>
47377
47378             <para><emphasis role="bold">NAME</emphasis></para>
47379
47380             <para>check-url.pl - Check URLs from 856$u field.</para>
47381
47382             <para><emphasis role="bold">USAGE</emphasis></para>
47383
47384             <para>check-url.pl [--verbose|--help]
47385             [--host=http://default.tld]</para>
47386
47387             <para>Scan all URLs found in 856$u of bib records and display if
47388             resources are available or not.</para>
47389
47390             <para><emphasis role="bold">PARAMETERS</emphasis></para>
47391
47392             <para>--host=http://default.tld</para>
47393
47394             <para>Server host used when URL doesn't have one, ie doesn't begin
47395             with 'http:'. For example, if --host=http://www.mylib.com, then
47396             when 856$u contains 'img/image.jpg', the url checked is:
47397             http://www.mylib.com/image.jpg'.</para>
47398
47399             <para>--verbose|-v</para>
47400
47401             <para>Outputs both successful and failed URLs.</para>
47402
47403             <para>--html</para>
47404
47405             <para>Formats output in HTML. The result can be redirected to a
47406             file accessible by http. This way, it's possible to link directly
47407             to biblio record in edit mode. With this parameter --host-pro is
47408             required.</para>
47409
47410             <para>--host-pro=http://koha-pro.tld</para>
47411
47412             <para>Server host used to link to biblio record editing
47413             page.</para>
47414
47415             <para>--help|-h</para>
47416
47417             <para>Print this help page.</para>
47418           </section>
47419         </section>
47420
47421         <section id="mergeauthcron">
47422           <title>Update Authorities</title>
47423
47424           <para>Script path: misc/migration_tools/merge_authority.pl</para>
47425
47426           <para>Does: Updates biblio data with changes to authorities records<note>
47427               <para>The name of this script is misleading.  This script does not merge authorities
47428                 together it instead merges authority data with linked bib records. Edits to
47429                 authority records will be applied to bibliographic records that use that authority
47430                 when this script is run.</para>
47431             </note></para>
47432
47433           <para>Required by: <link linkend="dontmerge">dontmerge</link> system
47434           preference</para>
47435
47436           <para>Frequency suggestion: nightly</para>
47437         </section>
47438
47439         <section id="serialscron">
47440           <title>Serials Update</title>
47441
47442           <para>Script path: misc/cronjobs/serialsUpdate.pl</para>
47443
47444           <para>Does: checks if there is a "late" issue on active
47445           subscriptions, and if there is, the script will set it as late, and
47446           add the next one as expected.</para>
47447
47448           <para>Frequency suggestion: nightly</para>
47449         </section>
47450         <section id="autoitemupdatecron">
47451           <title>Automatic item update</title>
47452           <para>Script path: misc/cronjobs/automatic_item_modification_by_age.pl</para>
47453           <para>Does: updates items based on the list of rules set forth in the <link
47454               linkend="autoitemagemod">Automatic item modifications by age</link> tool</para>
47455           <para>Required by: <link linkend="autoitemagemod">Automatic item modifications by
47456               age</link>
47457           </para>
47458           <para>Frequency suggestions: nightly</para>
47459           <section id="autoitemupdatecrondoc">
47460             <title>Perl Documentation</title>
47461             <para><emphasis role="bold">NAME</emphasis>
47462             </para>
47463             <para>automatic_item_modification_by_age.pl </para>
47464             <para><emphasis role="bold">SYNOPSIS</emphasis>
47465             </para>
47466             <para>./automatic_item_modification_by_age.pl -h </para>
47467             <para>Toggle recent acquisitions status. Use this script to delete "new" status for
47468               items. </para>
47469             <para><emphasis role="bold">OPTIONS</emphasis>
47470             </para>
47471             <para>-h|--help Prints this help message. </para>
47472             <para>-v|--verbose Set the verbose flag. </para>
47473             <para>-c|--confirm The script will modify the items. </para>
47474             <para><emphasis role="bold">AUTHOR</emphasis>
47475             </para>
47476             <para>Jonathan Druart &lt;jonathan.druart@biblibre.com> </para>
47477             <para><emphasis role="bold">COPYRIGHT</emphasis>
47478             </para>
47479             <para>Copyright 2013 BibLibre </para>
47480             <para><emphasis role="bold">LICENSE</emphasis>
47481             </para>
47482             <para>This file is part of Koha. </para>
47483             <para>Koha is free software; you can redistribute it and/or modify it under the terms of
47484               the GNU General Public License as published by the Free Software Foundation; either
47485               version 3 of the License, or (at your option) any later version. </para>
47486             <para>Koha is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY;
47487               without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR
47488               PURPOSE. See the GNU General Public License for more details. </para>
47489             <para>You should have received a copy of the GNU General Public License along with Koha;
47490               if not, see &lt;http://www.gnu.org/licenses>.</para>
47491           </section>
47492         </section>
47493       </section>
47494
47495       <section id="opaccrons">
47496         <title>OPAC</title>
47497
47498         <para/>
47499
47500         <section id="customrssfeedcron">
47501           <title>RSS Feeds</title>
47502
47503           <para>Script path: misc/cronjobs/rss/rss.pl</para>
47504
47505           <para>Does: Produces an RSS XML document for any SQL query (not used
47506           for search results RSS feed). <link linkend="customrss">Learn
47507           more</link>.</para>
47508
47509           <para>Frequency suggestion: hourly</para>
47510         </section>
47511
47512         <section id="authbrowsercron">
47513           <title>Authorities Browser</title>
47514
47515           <para>Script path: misc/cronjobs/build_browser_and_cloud.pl</para>
47516
47517           <para>Does: Generate content for authorities browse in OPAC</para>
47518
47519           <para>Required by: <link linkend="OpacBrowser">OpacBrowser</link> system preference<important>
47520               <para>This preference and cron job should only be used on French systems.</para>
47521             </important></para>
47522         </section>
47523
47524         <section id="keywordclouds">
47525           <title>Subject/Author Clouds</title>
47526
47527           <para>Script path: misc/cronjobs/cloud-kw.pl</para>
47528
47529           <para>Does: Generates HTML keywords clouds from Koha Zebra indexes.
47530           misc/cronjobs/cloud-sample.conf has a sample of how this script
47531           operates.</para>
47532
47533           <para>Frequency: This is the type of script you can run once a month
47534           or so, the content generated isn't going to change very much over
47535           time.</para>
47536
47537           <section id="keywordcloudsperl">
47538             <title>Perl Documentation</title>
47539
47540             <para><emphasis role="bold">NAME</emphasis></para>
47541
47542             <para>cloud-kw.pl - Creates HTML keywords clouds from Koha Zebra
47543             Indexes</para>
47544
47545             <para><emphasis role="bold">USAGE</emphasis></para>
47546
47547             <para>cloud-kw.pl [--verbose|--help] --conf=cloud.conf</para>
47548
47549             <para>Creates multiple HTML files containing keywords cloud with
47550             top terms sorted by their logarithmic weight. cloud.conf is a YAML
47551             configuration file driving cloud generation process.</para>
47552
47553             <para><emphasis role="bold">PARAMETERS</emphasis></para>
47554
47555             <para>--conf=configuration file</para>
47556
47557             <para>Specify configuration file name</para>
47558
47559             <para>--verbose|-v</para>
47560
47561             <para>Enable script verbose mode.</para>
47562
47563             <para>--help|-h</para>
47564
47565             <para>Print this help page.</para>
47566
47567             <para><emphasis role="bold">CONFIGURATION</emphasis></para>
47568
47569             <para>Configuration file looks like that:</para>
47570
47571             <para><programlisting>  ---
47572          # Koha configuration file for a specific installation
47573          # If not present, defaults to KOHA_CONF
47574          KohaConf: /home/koha/mylibray/etc/koha-conf.xml
47575          # Zebra index to scan
47576          ZebraIndex: Author
47577          # Koha index used to link found kewords with an opac search URL
47578          KohaIndex: au
47579          # Number of top keyword to use for the cloud
47580          Count: 50
47581          # Include CSS style directives with the cloud
47582          # This could be used as a model and then CSS directives are
47583          # put in the appropriate CSS file directly.
47584          Withcss: Yes
47585          # HTML file where to output the cloud
47586          Output: /home/koha/mylibrary/koharoot/koha-tmpl/cloud-author.html
47587         ---
47588          KohaConf: /home/koha/yourlibray/etc/koha-conf.xml
47589          ZebraIndex: Subject
47590          KohaIndex: su
47591          Count: 200
47592          Withcss: no
47593          Output: /home/koha/yourlibrary/koharoot/koha-tmpl/cloud-subject.html</programlisting><emphasis role="bold">IMPROVEMENTS</emphasis></para>
47594
47595             <para>Generated top terms have more informations than those
47596             outputted from the time being. Some parameters could be easily
47597             added to improve this script:</para>
47598
47599             <para>WithCount</para>
47600
47601             <para>In order to output terms with the number of occurrences they
47602             have been found in Koha Catalogue by Zebra.</para>
47603
47604             <para>CloudLevels</para>
47605
47606             <para>Number of levels in the cloud. Now 24 levels are
47607             hardcoded.</para>
47608
47609             <para>Weighting</para>
47610
47611             <para>Weighting method used to distribute terms in the cloud. We
47612             could have two values: Logarithmic and Linear. Now it's
47613             Logarithmic by default.</para>
47614
47615             <para>Order</para>
47616
47617             <para>Now terms are outputted in the lexical order. They could be
47618             sorted by their weight.</para>
47619           </section>
47620         </section>
47621       </section>
47622
47623       <section id="systemcron">
47624         <title>System Administration</title>
47625
47626         <para/>
47627
47628         <section id="cleandbcron">
47629           <title>Clean up Database</title>
47630
47631           <para>Script path: misc/cronjobs/cleanup_database.pl</para>
47632
47633           <para>Does: Truncates the sessions table, cleans out old zebraqueue entries, action logs
47634             and staged MARC files.</para>
47635           <section>
47636             <title>Perl Documentation</title>
47637             <para><emphasis role="bold">USAGE</emphasis></para>
47638             <para>kohaclone/misc/cronjobs/cleanup_database.pl [-h|--help] [--sessions] [--sessdays
47639               DAYS] [-v|--verbose] [--zebraqueue DAYS] [-m|--mail] [--merged] [--import DAYS]
47640               [--logs DAYS] [--searchhistory DAYS]</para>
47641             <para><emphasis role="bold">PARAMETERS</emphasis></para>
47642             <para>-h --help </para>
47643             <para>prints this help message, and exits, ignoring all other options</para>
47644             <para>--sessions </para>
47645             <para>purge the sessions table. If you use this while users are logged into Koha, they
47646               will have to reconnect.</para>
47647             <para>--sessdays DAYS </para>
47648             <para>purge only sessions older than DAYS days</para>
47649             <para>-v --verbose </para>
47650             <para>will cause the script to give you a bit more information about the run.</para>
47651             <para>--zebraqueue DAYS </para>
47652             <para>purge completed zebraqueue entries older than DAYS days. Defaults to 30 days if no
47653               days specified.</para>
47654             <para>-m --mail DAYS </para>
47655             <para>purge items from the mail queue that are older than DAYS days. Defaults to 30 days
47656               if no days specified.</para>
47657             <para>--merged </para>
47658             <para>purged completed entries from need_merge_authorities.</para>
47659             <para>--import DAYS </para>
47660             <para>purge records from import tables older than DAYS days. Defaults to 60 days if no
47661               days specified</para>
47662             <para>--z3950 </para>
47663             <para>purge records from import tables that are the result of Z39.50 searches</para>
47664             <para>--logs DAYS </para>
47665             <para>purge entries from action_logs older than DAYS days. Defaults to 180 days if no
47666               days specified</para>
47667             <para>--searchhistory DAYS </para>
47668             <para>purge entries from search_history older than DAYS days. Defaults to 30 days if no
47669               days specified</para>
47670             <para>--list-invites DAYS </para>
47671             <para>purge (unaccepted) list share invites older than DAYS days. Defaults to 14 days if
47672               no days specified.</para>
47673             <para>--restrictions DAYS</para>
47674             <para>purge patrons restrictions expired since more than DAYS days. Defaults to 30 days
47675               if no days specified. </para>
47676           </section>
47677         </section>
47678         <section id="usagecron">
47679           <title>Share Usage Stats</title>
47680           <para>Script path: misc/cronjobs/share_usage_with_koha_community.pl</para>
47681           <para>Does: If you're sharing information via the <link linkend="UsageStats"
47682               >UsageStats</link> feature this will send your info to the <ulink
47683               url="http://hea.koha-community.org/">Hea website</ulink>.</para>
47684           <para>Frequency: monthly</para>
47685           <section id="usagecronperl">
47686             <title>Perl Documentation</title>
47687             <para><emphasis role="bold">NAME</emphasis>
47688             </para>
47689             <para>share_usage_with_koha_community.pl - Share your library's usage with the Koha
47690               community</para>
47691             <para><emphasis role="bold">SYNOPSIS</emphasis>
47692             </para>
47693             <para>share_usage_with_koha_community.pl [-h|--help] [-v|--verbose] </para>
47694             <para>If the <link linkend="UsageStats">UsageStats</link> system preference is set, you
47695               can launch this script to share your usage data anonymously with the Koha community. </para>
47696             <para>Collecting Koha usage statistics will help developers to know how Koha is used
47697               across the world. </para>
47698             <para>This script will send the usage data for the bibliographic and authority records,
47699               checkouts, holds, orders, and subscriptions. </para>
47700             <para>Only the total number is retrieved. In no case will private data be shared! </para>
47701             <para>In order to know which parts of Koha modules are used, this script will collect
47702               some system preference values. </para>
47703             <para>If you want to tell us who you are, you can fill the <link
47704                 linkend="UsageStatsLibraryName">UsageStatsLibraryName</link> system preference with
47705               your library name, <link linkend="UsageStatsLibraryUrl">UsageStatsLibraryUrl</link>,
47706                 <link linkend="UsageStatsLibraryType">UsageStatsLibraryType</link> and/or <link
47707                 linkend="UsageStatsCountry">UsageStatsCountry</link>. </para>
47708             <para>All these data will be analyzed on the <ulink url="http://hea.koha-community.org"
47709                 >http://hea.koha-community.org</ulink> Koha community website. </para>
47710             <para>IMPORTANT : please do NOT run the cron on the 1st, but on another day. The idea is
47711               to avoid all Koha libraries sending their data at the same time ! So choose any day
47712               between 1 and 28 !</para>
47713             <para><emphasis role="bold">OPTIONS</emphasis>
47714             </para>
47715             <para>-h|--help </para>
47716             <para>Print a brief help message </para>
47717             <para>-v|--verbose </para>
47718             <para>Verbose mode. </para>
47719             <para>-f|--force </para>
47720             <para>Force the update.</para>
47721             <para><emphasis role="bold">AUTHOR</emphasis>
47722             </para>
47723             <para>Alex Arnaud &lt;alex.arnaud@biblibre.com> </para>
47724             <para>Jonathan Druart &lt;jonathan.druart@biblibre.com></para>
47725             <para><emphasis role="bold">COPYRIGHT</emphasis>
47726             </para>
47727             <para>Copyright 2014 BibLibre</para>
47728             <para><emphasis role="bold">LICENSE</emphasis>
47729             </para>
47730             <para>This file is part of Koha. </para>
47731             <para>Koha is free software; you can redistribute it and/or modify it under the terms of
47732               the GNU General Public License as published by the Free Software Foundation; either
47733               version 3 of the License, or (at your option) any later version. </para>
47734             <para>You should have received a copy of the GNU General Public License along with Koha;
47735               if not, write to the Free Software Foundation, Inc., 51 Franklin Street, Fifth Floor,
47736               Boston, MA 02110-1301 USA.</para>
47737           </section>
47738         </section>
47739       </section>
47740
47741       <section id="acqcrons">
47742         <title>Acquisitions</title>
47743
47744         <section id="cleansuggcron">
47745           <title>Clean up old suggestions</title>
47746
47747           <para>Script path: misc/cronjobs/purge_suggestions.pl</para>
47748
47749           <para>Does: Removes old (defined by you) suggestions from the
47750           suggestion management area.</para>
47751         </section>
47752         <section id="emailsuggestfund">
47753           <title>Email suggestions to process</title>
47754           <para>Script path: misc/cronjobs/notice_unprocessed_suggestions.pl</para>
47755           <para>Does: Generates a notice to the fund owner that there are suggestions in need of
47756             processing</para>
47757           <section id="emailsuggestfundperl">
47758             <title>Perl Documentation</title>
47759             <para><emphasis role="bold">NAME</emphasis>
47760             </para>
47761             <para>notice_unprocessed_suggestions.pl - Generate notification for unprocessed
47762               suggestions. </para>
47763             <para>The budget owner will be notified. </para>
47764             <para>The letter template 'TO_PROCESS' will be used. </para>
47765             <para><emphasis role="bold">SYNOPSIS</emphasis>
47766             </para>
47767             <para>notice_unprocessed_suggestions.pl [-h|--help] [-v|--verbose] [-c|--confirm]
47768               [--days=NUMBER_OF_DAYS] </para>
47769             <para><emphasis role="bold">OPTIONS</emphasis>
47770             </para>
47771             <para>-h|--help Print a brief help message </para>
47772             <para>-c|--confirm This flag must be provided in order for the script to actually
47773               generate notices. If it is not supplied, the script will only report on the patron it
47774               would have noticed. </para>
47775             <para>--days This parameter is mandatory. It must contain an integer representing the
47776               number of days elapsed since the last modification of suggestions to process. </para>
47777             <para>-v|--verbose Verbose mode.</para>
47778           </section>
47779         </section>
47780       </section>
47781
47782       <section id="deprecatedcrons">
47783         <title>Deprecated scripts</title>
47784
47785         <para>These should not be run without modification:</para>
47786
47787         <para>Script path: misc/cronjobs/update_items.pl</para>
47788
47789         <para>Script path:misc/cronjobs/smsoverdues.pl</para>
47790
47791         <para>Script path:misc/cronjobs/notifyMailsOp.pl</para>
47792
47793         <para>Script path:misc/cronjobs/reservefix.pl</para>
47794
47795         <para>Script path:misc/cronjobs/zebraqueue_start.pl</para>
47796       </section>
47797     </section>
47798   </chapter>
47799
47800   <chapter id="webservices">
47801     <title>Web Services</title>
47802
47803     <para/>
47804
47805     <section id="OAI-PMHservice">
47806       <title>OAI-PMH</title>
47807       <para>For the Open Archives Initiative-Protocol for Metadata Harvesting (OAI-PMH) there are
47808         two groups of 'participants': Data Providers and Service Providers. Data Providers (open
47809         archives, repositories) provide free access to metadata, and may, but do not necessarily,
47810         offer free access to full texts or other resources. OAI-PMH provides an easy to implement,
47811         low barrier solution for Data Providers. Service Providers use the OAI interfaces of the
47812         Data Providers to harvest and store metadata. Note that this means that there are no live
47813         search requests to the Data Providers; rather, services are based on the harvested data via
47814         OAI-PMH. </para>
47815       <para>Koha at present can only act as a Data Provider. It can not harvest from other
47816         repositories. The biggest stumbling block to having Koha harvest from other repositories is
47817         that MARC is the only metadata format that Koha indexes natively. Visit <ulink
47818           url="http://www.oaforum.org/tutorial/english/page3.htm"
47819           >http://www.oaforum.org/tutorial/english/page3.htm</ulink> for diagrams of how OAI-PMH
47820         works.</para>
47821       <para>Learn more about OAI-PMH at: <ulink url="http://www.openarchives.org/pmh/"
47822           >http://www.openarchives.org/pmh/</ulink></para>
47823       <para>To enable OAI-PMH in Koha edit the <link linkend="OAI-PMH">OAI-PMH</link> preference.
47824         Once enabled you can visit http://YOURKOHACATALOG/cgi-bin/koha/oai.pl to see your
47825         file.</para>
47826
47827       <section id="oaiconfsample">
47828         <title>Sample OAI Conf File</title>
47829
47830         <para><programlisting>       format:
47831          vs:
47832            metadataPrefix: vs
47833            metadataNamespace: http://veryspecial.tamil.fr/vs/format-pivot/1.1/vs
47834            schema: http://veryspecial.tamil.fr/vs/format-pivot/1.1/vs.xsd
47835            xsl_file: /usr/local/koha/xslt/vs.xsl
47836          marcxml:
47837            metadataPrefix: marxml
47838            metadataNamespace: http://www.loc.gov/MARC21/slim
47839 http://www.loc.gov/standards/marcxml/schema/MARC21slim
47840            schema: http://www.loc.gov/MARC21/slim
47841 http://www.loc.gov/standards/marcxml/schema/MARC21slim.xsd
47842          oai_dc:
47843            metadataPrefix: oai_dc
47844            metadataNamespace: http://www.openarchives.org/OAI/2.0/oai_dc/
47845            schema: http://www.openarchives.org/OAI/2.0/oai_dc.xsd
47846            xsl_file:
47847 /usr/local/koha/koha-tmpl/intranet-tmpl/xslt/UNIMARCslim2OAIDC.xsl</programlisting></para>
47848       </section>
47849     </section>
47850     <section id="Rest-services">
47851       <title>REST services</title>
47852
47853       <para>Koha can now be requested by REST http requests. BibLibre wrotes an external module to adds more possibilities than ILS-DI can provide.There is no authentication process, but authorized ips are listed in the config file. Services have been tested in 3.10, 3.12 and 3.14 koha versions. You can find more information about it into README file and opac/rest.pl documentation on http://git.biblibre.com. If you want to add features, send us a patch at dev_patches AT biblibre DOT com.</para>
47854       <para>Services provided in 1.4 version are:
47855       <programlisting>
47856            GET branches
47857            GET user/byid/:borrowernumber/holds
47858            GET user/:user_name/holds
47859            GET user/byid/:borrowernumber/issues
47860            GET user/:user_name/issues
47861            GET user/:user_name/issues_history
47862            GET user/byid/:borrowernumber/issues_history
47863            GET user/today
47864            GET user/all
47865            POST user
47866            PUT user/:user_name
47867            GET biblio/:biblionumber/items
47868            GET biblio/:biblionumber/holdable
47869            GET biblio/:biblionumber/items_holdable_status
47870            GET item/:itemnumber/holdable
47871            PUT auth/change_password
47872            GET /suggestions
47873            GET /suggestions/:suggestionid
47874            POST /suggestions
47875            PUT /suggestions/:suggestionid
47876            DELETE /suggestions/:suggestionid
47877       </programlisting>
47878       </para>
47879     </section>
47880   </chapter>
47881
47882   <chapter id="sru">
47883     <title>Using the SRU server</title>
47884
47885     <section id="usingsru">
47886       <sectioninfo>
47887         <authorgroup>
47888           <author>
47889             <firstname>Nicolas</firstname>
47890             <surname>Morin</surname>
47891             <affiliation>
47892               <orgname>BibLibre</orgname>
47893             </affiliation>
47894           </author>
47895
47896           <editor>
47897             <firstname>Nicole C.</firstname>
47898             <surname>Engard</surname>
47899             <contrib>Edits where necessary.</contrib>
47900           </editor>
47901         </authorgroup>
47902
47903         <pubdate>December 2009</pubdate>
47904       </sectioninfo>
47905       <title>Using the SRU server</title>
47906
47907       <para>Koha implements the Search/Retrieve via URL (SRU) protocol. More
47908       information about the protocol itself can be found at <ulink url="http://www.loc.gov/standards/sru/">http://www.loc.gov/standards/sru/</ulink>.
47909       The version implemented is version 1.1.</para>
47910
47911       <section id="sru_explain">
47912         <title>Explain</title>
47913
47914         <para>If you want to have information about the implementation of SRU
47915         on a given server, you should have access to the Explain file using a
47916         request to the server without any parameter. Like
47917         &lt;http://myserver.com:9999/biblios/&gt;. The response from the
47918         server is an XML file that should look like the following and will
47919         give you information about the default settings of the SRU
47920         server.</para>
47921
47922         <programlisting>
47923                &lt;zs:explainResponse&gt;
47924                     &lt;zs:version&gt;1.1&lt;/zs:version&gt;
47925                     &lt;zs:record&gt;
47926                          &lt;zs:recordSchema&gt;http://explain.z3950.org/dtd/2.0/&lt;/zs:recordSchema&gt;
47927                          &lt;zs:recordPacking&gt;xml&lt;/zs:recordPacking&gt;
47928                          &lt;zs:recordData&gt;
47929                          &lt;explain xml:base="zebradb/explain-biblios.xml"&gt;
47930                          &lt;!--
47931                          try stylesheet url: http://./?stylesheet=docpath/sru2.xsl
47932                          --&gt;
47933                     &lt;serverInfo protocol="SRW/SRU/Z39.50"&gt;
47934                          &lt;host&gt;biblibre&lt;/host&gt;
47935                          &lt;port&gt;9999&lt;/port&gt;
47936                          &lt;database&gt;biblios&lt;/database&gt;
47937                     &lt;/serverInfo&gt;
47938                     &lt;databaseInfo&gt;
47939                          &lt;title lang="en" primary="true"&gt;Koha 3 Bibliographic SRU/SRW/Z39.50 server&lt;/title&gt;
47940                          &lt;description lang="en" primary="true"&gt;Koha 3 Bibliographic Server&lt;/description&gt;
47941                          &lt;links&gt;
47942                               &lt;sru&gt;http://biblibre:9999&lt;/sru&gt;
47943                          &lt;/links&gt;
47944                     &lt;/databaseInfo&gt;
47945                     &lt;indexInfo&gt;
47946                          &lt;set name="cql" identifier="info:srw/cql-context-set/1/cql-v1.1"&gt;
47947                               &lt;title&gt;CQL Standard Set&lt;/title&gt;
47948                          &lt;/set&gt;
47949                          &lt;index search="true" scan="true" sort="false"&gt;
47950                          &lt;title lang="en"&gt;CQL Server Choice&lt;/title&gt;
47951                          &lt;map&gt;
47952                               &lt;name set="cql"&gt;serverChoice&lt;/name&gt;
47953                          &lt;/map&gt;
47954                     &lt;map&gt;
47955                        &lt;attr type="1" set="bib1"&gt;text&lt;/attr&gt;
47956                        &lt;/map&gt;
47957                   &lt;/index&gt;
47958               &lt;index search="true" scan="true" sort="false"&gt;
47959                  &lt;title lang="en"&gt;CQL All&lt;/title&gt;
47960                      &lt;map&gt;
47961         &lt;name set="cql"&gt;all&lt;/name&gt;
47962         &lt;/map&gt;
47963         &lt;map&gt;
47964         &lt;attr type="1" set="bib1"&gt;text&lt;/attr&gt;
47965         &lt;/map&gt;
47966         &lt;/index&gt;
47967         &lt;!-- Record ID index --&gt;
47968         &lt;index search="true" scan="true" sort="false"&gt;
47969         &lt;title lang="en"&gt;Record ID&lt;/title&gt;
47970         &lt;map&gt;
47971         &lt;name set="rec"&gt;id&lt;/name&gt;
47972         &lt;/map&gt;
47973         &lt;map&gt;
47974         &lt;attr type="1" set="bib1"&gt;rec:id&lt;/attr&gt;
47975         &lt;attr type="4" set="bib1"&gt;3&lt;/attr&gt;
47976         &lt;/map&gt;
47977         &lt;/index&gt;
47978           </programlisting>
47979       </section>
47980
47981       <section id="sru_search">
47982         <title>Search</title>
47983
47984         <para>This url :
47985         http://myserver.com:9999/biblios?version=1.1&amp;operation=searchRetrieve&amp;query=reefs
47986         is composed of the following elements:</para>
47987
47988         <itemizedlist>
47989           <listitem>
47990             <para>base url of the SRU server :
47991             http://myserver.com:9999/biblios?</para>
47992           </listitem>
47993
47994           <listitem>
47995             <para>search part with the 3 required parameters : version,
47996             operation and query. The parameters within the search part should
47997             be of the key=value form, and can be combined with the &amp;
47998             character.</para>
47999           </listitem>
48000         </itemizedlist>
48001
48002         <para>One can add optional parameters to the query, for instance
48003         maximumRecords indicating the maximum number of records to be returned
48004         by the server. So
48005         http://myserver.com:9999/biblios?version=1.1&amp;operation=searchRetrieve&amp;query=reefs&amp;maximumRecords=5
48006         will only get the first 5 results results from the server.</para>
48007
48008         <para><ulink url="http://www.loc.gov/standards/sru/sru1-1archive/search-retrieve-operation.html">http://www.loc.gov/standards/sru/sru1-1archive/search-retrieve-operation.html</ulink>
48009         gives more details about the search operations and in particular the
48010         list of optional parameters for searching.</para>
48011
48012         <section id="sru_search_more_details">
48013           <title>More details about Search</title>
48014
48015           <para>The "operation" key can take two values: scan or
48016           searchRetrieve.</para>
48017
48018           <para>If operation=searchRetrieve, then the search key should be
48019           query. As in : operation=searchRetrieve&amp;query=reefs</para>
48020
48021           <para>If operation=scan, then the search key should be scanClause.
48022           As in : operation=scan&amp;scanClause=reefs</para>
48023
48024           <para>etc/zebradb/biblios/etc/bib1.att defines Zebra/3950 indexes
48025           that exist on your system. For instance you'll see that we have
48026           indexes for Subject and for Title: att 21 Subject and att 4 Title
48027           respectively.</para>
48028
48029           <para>In the pqf.properties file located under
48030           etc/zebradb/pqf.properties I see that an access point already uses
48031           my Subject index (index.dc.subject = 1=21) while another uses my
48032           Title index (index.dc.title = 1=4) I know this is my Subject index
48033           because as I've seen just before in my bib1.att file, it's called
48034           with =1=21 in Z3950: so index.dc.subject = 1=21 correctly points to
48035           my Subject index. And Title was called with 1=4 so index.dc.title =
48036           1=4 correctly points to my Title index. I can now construct my query
48037           just like I would in a search box, just preceding it with the
48038           "query" key: query=Subject=reefs and Title=coral searches "reefs" in
48039           the subject and "coral" in the title. The full url would be
48040           http://myserver.com:9999/biblios?version=1.1&amp;operation=searchRetrieve&amp;query=Subject=reefs
48041           and Title=coral If I want to limit the result set to just 5 records,
48042           I can do
48043           http://myserver.com:9999/biblios?version=1.1&amp;operation=searchRetrieve&amp;query=Subject=reefs
48044           and Title=coral&amp;maximumRecords=5</para>
48045
48046           <para>I can also play with truncate, relations, etc. Those are also
48047           defined in my pqf.properties file. I can see for instance the
48048           position properties defined as:</para>
48049
48050           <programlisting>
48051                position.first              = 3=1 6=1
48052               # "first in field"
48053                position.any                = 3=3 6=1
48054                  # "any position in field"
48055                </programlisting>
48056
48057           <para>So as an example if I want "coral" to be at the beginning of
48058           the title, I can do this query :
48059           http://myserver.com:9999/biblios?version=1.1&amp;operation=searchRetrieve&amp;query=Title=coral
48060           first</para>
48061         </section>
48062       </section>
48063
48064       <section id="sru_retrieve">
48065         <title>Retrieve</title>
48066
48067         <para>My search for
48068         http://univ_lyon3.biblibre.com:9999/biblios?version=1.1&amp;operation=searchRetrieve&amp;query=coral
48069         reefs&amp;maximumRecords=1 retrieves just on record. The response
48070         looks like this:</para>
48071
48072         <programlisting>
48073           &lt;zs:searchRetrieveResponse&gt;
48074 &lt;zs:version&gt;1.1&lt;/zs:version&gt;
48075 &lt;zs:numberOfRecords&gt;1&lt;/zs:numberOfRecords&gt;
48076 &lt;zs:records&gt;
48077 &lt;zs:record&gt;
48078 &lt;zs:recordPacking&gt;xml&lt;/zs:recordPacking&gt;
48079 &lt;zs:recordData&gt;
48080 &lt;record xsi:schemaLocation="http://www.loc.gov/MARC21/slim http://www.loc.gov/ standards/marcxml/schema/MARC21slim.xsd"&gt;
48081 &lt;leader&gt; cam a22 4500&lt;/leader&gt;
48082 &lt;datafield tag="010" ind1=" " ind2=" "&gt;
48083 &lt;subfield code="a"&gt;2-603-01193-6&lt;/subfield&gt;
48084 &lt;subfield code="b"&gt;rel.&lt;/subfield&gt;
48085 &lt;subfield code="d"&gt;159 F&lt;/subfield&gt;
48086 &lt;/datafield&gt;
48087 &lt;datafield tag="020" ind1=" " ind2=" "&gt;
48088 &lt;subfield code="a"&gt;FR&lt;/subfield&gt;
48089 &lt;subfield code="b"&gt;00065351&lt;/subfield&gt;
48090 &lt;/datafield&gt;
48091 &lt;datafield tag="101" ind1="1" ind2=" "&gt;
48092 &lt;subfield code="c"&gt;ita&lt;/subfield&gt;
48093 &lt;/datafield&gt;
48094 &lt;datafield tag="105" ind1=" " ind2=" "&gt;
48095 &lt;subfield code="a"&gt;a z 00|y|&lt;/subfield&gt;
48096 &lt;/datafield&gt;
48097 &lt;datafield tag="106" ind1=" " ind2=" "&gt;
48098 &lt;subfield code="a"&gt;r&lt;/subfield&gt;
48099 &lt;/datafield&gt;
48100 &lt;datafield tag="100" ind1=" " ind2=" "&gt;
48101 &lt;subfield code="a"&gt;20091130 frey50 &lt;/subfield&gt;
48102 &lt;/datafield&gt;
48103 &lt;datafield tag="200" ind1="1" ind2=" "&gt;
48104 &lt;subfield code="a"&gt;Guide des récifs coralliens / A Guide to Coral Reefs&lt;/subfield&gt;
48105 &lt;subfield code="b"&gt;Texte imprimé&lt;/subfield&gt;
48106 &lt;subfield code="e"&gt;la faune sous-marine des coraux&lt;/subfield&gt;
48107 &lt;subfield code="f"&gt;A. et A. Ferrari&lt;/subfield&gt;
48108 &lt;/datafield&gt;
48109 &lt;datafield tag="210" ind1=" " ind2=" "&gt;
48110 &lt;subfield code="a"&gt;Lausanne&lt;/subfield&gt;
48111 &lt;subfield code="a"&gt;Paris&lt;/subfield&gt;
48112 &lt;subfield code="c"&gt;Delachaux et Niestlé&lt;/subfield&gt;
48113 &lt;subfield code="d"&gt;cop. 2000&lt;/subfield&gt;
48114 &lt;subfield code="e"&gt;impr. en Espagne&lt;/subfield&gt;
48115 &lt;/datafield&gt;
48116 &lt;datafield tag="215" ind1=" " ind2=" "&gt;
48117 &lt;subfield code="a"&gt;287 p.&lt;/subfield&gt;
48118 &lt;subfield code="c"&gt;ill. en coul., couv. ill. en coul.&lt;/subfield&gt;
48119 &lt;subfield code="d"&gt;20 cm&lt;/subfield&gt;
48120 &lt;/datafield&gt;
48121 ......
48122 &lt;idzebra&gt;
48123 &lt;size&gt;4725&lt;/size&gt;
48124 &lt;localnumber&gt;2&lt;/localnumber&gt;
48125 &lt;filename&gt;/tmp/nw10BJv9Pk/upd_biblio/exported_records&lt;/filename&gt;
48126 &lt;/idzebra&gt;
48127 &lt;/record&gt;
48128 &lt;/zs:recordData&gt;
48129 &lt;zs:recordPosition&gt;1&lt;/zs:recordPosition&gt;
48130 &lt;/zs:record&gt;
48131 &lt;/zs:records&gt;
48132 &lt;/zs:searchRetrieveResponse&gt;
48133
48134           </programlisting>
48135       </section>
48136     </section>
48137   </chapter>
48138   <appendix id="coverflow">
48139
48140       <appendixinfo>
48141         <authorgroup>
48142           <author>
48143             <firstname>Kyle</firstname>
48144             <surname>Hall</surname>
48145             <affiliation>
48146               <orgname>ByWater Solutions</orgname>
48147             </affiliation>
48148           </author>
48149
48150           <editor>
48151             <firstname>Nicole C.</firstname>
48152             <surname>Engard</surname>
48153           </editor>
48154         </authorgroup>
48155
48156         <pubdate>2014</pubdate>
48157       </appendixinfo>
48158     <title>New titles slider for OPAC</title>
48159     <para>Often times libraries will want to add a flowing widget with new materials at the library
48160       to their main public catalog page.  To do this you can use a widget from any number of
48161       services (usually for a cost) or you can <link linkend="pluginsystem">enable plugins</link> in
48162       Koha and use the <ulink
48163         url="http://git.bywatersolutions.com/koha-plugins.git/shortlog/refs/heads/cover_flow">Cover
48164         Flow plugin</ulink> which is based on the <ulink
48165         url="https://github.com/drien/jquery-flipster">Flipster</ulink>, a responsive jQuery
48166       coverflow plugin.</para>
48167     <para>Once the plugin is installed, the steps to get your coverflow to show up are as
48168       follows:</para>
48169     <para>First, you need to create one or more public reports for your coverflow widget or widgets
48170       to be based on. This is how the plugin knows what the content of your widget should contain.
48171       Each report needs only three columns; title, biblionumber, and isbn. It is important that you
48172       have a good and valid isbn, as that is the datum used to actually fetch the cover. In the
48173       iteration of the plugin, we are using Amazon cover images, but I believe in the end I will
48174       make the cover image fetcher configurable so we can use any data source for cover image
48175       fetching.</para>
48176     <para>Second, we need to configure the plugin. The plugin configuration is a single text area
48177       that uses YAML ( actually, it’s JSON, whcih is a subset of YAML ) to store the configuration
48178       options. In this example it looks like
48179       this:<programlisting>- id: 42
48180   selector: #coverflow
48181   options:
48182   style: coverflow</programlisting></para>
48183     <para>In this example, we are telling the plugin to use the report with id 42, and use it to
48184       create a coverflow widget to replace the HTML element with the id “coverflow”. The options
48185       list is passed directly to Flipster, so any options supported by Flipster can be set from the
48186       plugin configuration! In fact, in addition to the traditional coverflow, Flipster has a
48187       “carousel” mode which is a much more compact version of the coverflow. You can also configure
48188       which cover the widget will start on, among other options.</para>
48189     <para>At the time the plugins options are saved or updated, the plugin will then generate some
48190       minified JavaScript code that is automatically stored in the Koha system preference
48191       OPACUserJS. Here is an example of the
48192       output:<programlisting>/* JS for Koha CoverFlow Plugin
48193  This JS was added automatically by installing the CoverFlow plugin
48194  Please do not modify */$(document).ready(function(){$.getScript("/plugin/Koha/Plugin/Com/ByWaterSolutions/CoverFlow/jquery-flipster/src/js/jquery.flipster.min.js",function(data,textStatus,jqxhr){$("head").append("&lt;link id='flipster-css' href='/plugin/Koha/Plugin/Com/ByWaterSolutions/CoverFlow/jquery-flipster/src/css/jquery.flipster.min.css' type='text/css' rel='stylesheet' /&gt;");$('#coverflow').load("/coverflow.pl?id=42",function(){var opt={'items':'.item','minfactor':15,'distribution':1.5,'scalethreshold':0,'staticbelowthreshold':false,'titleclass':'itemTitle','selectedclass':'selectedItem','scrollactive':true,'step':{'limit':4,'width':10,'scale':true}};$('#coverflow').flipster({style:'coverflow',});});});});
48195 /* End of JS for Koha CoverFlow Plugin */</programlisting></para>
48196     <para>Why do this? For speed! Rather than regenerating this code each and every time the page
48197       loads, we can generate it once, and use it over and over again.</para>
48198     <para>If you inspect the code closely, you’ll notice it references a script “coverflow.pl”. This
48199       is a script that is included with the coverflow plugin. Since we need to access this from the
48200       OPAC ( and we don’t want to set off any XSS attack alarms ), we need to modify the web server
48201       configuration for the public catalog and add the followup to
48202       it:<programlisting>ScriptAlias /coverflow.pl "/var/lib/koha/mykoha/plugins/Koha/Plugin/Com/ByWaterSolutions/CoverFlow/coverflow.pl"</programlisting></para>
48203     <para>This line gives us access to the coverflow.pl script from the OPAC. This script retrieves
48204       the report data and passes it back to the public catalog for creating the coverflow widget.
48205       Koha::Cache is supported in order to make the widget load as quickly as possible!</para>
48206     <para>The final step is to put your selector element somewhere in your public catalog. In this
48207       example, I put the following in the system preference
48208       OpacMainUserBlock:<programlisting>&lt;span id="coverflow"&gt;Loading...&lt;/span&gt;</programlisting></para>
48209     <para>Once that is in place, you need only refresh your OPAC page, and there you have it, your
48210       very own catalog coverflow widget! Not only do these coverflows look great on a computer
48211       screen, but they look great on mobile platforms as well, and are even touch responsive!<screenshot>
48212         <screeninfo>Coverflow Widget</screeninfo>
48213         <mediaobject>
48214           <imageobject>
48215             <imagedata fileref="images/appendix-coverflow/coverflow_2-300x170.gif"/>
48216           </imageobject>
48217         </mediaobject>
48218       </screenshot></para>
48219   </appendix>
48220
48221   <appendix id="sysprefdefaults">
48222     <title>System Preference Defaults</title>
48223
48224     <para/>
48225
48226     <section id="isbddefaults">
48227       <title>ISBD Defaults</title>
48228
48229       <para/>
48230
48231       <section id="isbddefault">
48232         <title>MARC Default</title>
48233
48234         <para>#100||{ 100a }{ 100b }{ 100c }{ 100d }{ 110a }{ 110b }{ 110c }{
48235         110d }{ 110e }{ 110f }{ 110g }{ 130a }{ 130d }{ 130f }{ 130g }{ 130h
48236         }{ 130k }{ 130l }{ 130m }{ 130n }{ 130o }{ 130p }{ 130r }{ 130s }{
48237         130t }|&lt;br/&gt;&lt;br/&gt;</para>
48238
48239         <para>#245||{ 245a }{ 245b }{245f }{ 245g }{ 245k }{ 245n }{ 245p }{
48240         245s }{ 245h }|</para>
48241
48242         <para>#246||{ : 246i }{ 246a }{ 246b }{ 246f }{ 246g }{ 246n }{ 246p
48243         }{ 246h }|</para>
48244
48245         <para>#242||{ = 242a }{ 242b }{ 242n }{ 242p }{ 242h }|</para>
48246
48247         <para>#245||{ 245c }|</para>
48248
48249         <para>#242||{ = 242c }|</para>
48250
48251         <para>#250| - |{ 250a }{ 250b }|</para>
48252
48253         <para>#254|, |{ 254a }|</para>
48254
48255         <para>#255|, |{ 255a }{ 255b }{ 255c }{ 255d }{ 255e }{ 255f }{ 255g
48256         }|</para>
48257
48258         <para>#256|, |{ 256a }|</para>
48259
48260         <para>#257|, |{ 257a }|</para>
48261
48262         <para>#258|, |{ 258a }{ 258b }|</para>
48263
48264         <para>#260| - |{ 260a }{ 260b }{ 260c }|</para>
48265
48266         <para>#300| - |{ 300a }{ 300b }{ 300c }{ 300d }{ 300e }{ 300f }{ 300g
48267         }|</para>
48268
48269         <para>#306| - |{ 306a }|</para>
48270
48271         <para>#307| - |{ 307a }{ 307b }|</para>
48272
48273         <para>#310| - |{ 310a }{ 310b }|</para>
48274
48275         <para>#321| - |{ 321a }{ 321b }|</para>
48276
48277         <para>#340| - |{ 3403 }{ 340a }{ 340b }{ 340c }{ 340d }{ 340e }{ 340f
48278         }{ 340h }{ 340i }|</para>
48279
48280         <para>#342| - |{ 342a }{ 342b }{ 342c }{ 342d }{ 342e }{ 342f }{ 342g
48281         }{ 342h }{ 342i }{ 342j }{ 342k }{ 342l }{ 342m }{ 342n }{ 342o }{
48282         342p }{ 342q }{ 342r }{ 342s }{ 342t }{ 342u }{ 342v }{ 342w }|</para>
48283
48284         <para>#343| - |{ 343a }{ 343b }{ 343c }{ 343d }{ 343e }{ 343f }{ 343g
48285         }{ 343h }{ 343i }|</para>
48286
48287         <para>#351| - |{ 3513 }{ 351a }{ 351b }{ 351c }|</para>
48288
48289         <para>#352| - |{ 352a }{ 352b }{ 352c }{ 352d }{ 352e }{ 352f }{ 352g
48290         }{ 352i }{ 352q }|</para>
48291
48292         <para>#362| - |{ 362a }{ 351z }|</para>
48293
48294         <para>#440| - |{ 440a }{ 440n }{ 440p }{ 440v }{ 440x }|.</para>
48295
48296         <para>#490| - |{ 490a }{ 490v }{ 490x }|.</para>
48297
48298         <para>#800| - |{ 800a }{ 800b }{ 800c }{ 800d }{ 800e }{ 800f }{ 800g
48299         }{ 800h }{ 800j }{ 800k }{ 800l }{ 800m }{ 800n }{ 800o }{ 800p }{
48300         800q }{ 800r }{ 800s }{ 800t }{ 800u }{ 800v }|.</para>
48301
48302         <para>#810| - |{ 810a }{ 810b }{ 810c }{ 810d }{ 810e }{ 810f }{ 810g
48303         }{ 810h }{ 810k }{ 810l }{ 810m }{ 810n }{ 810o }{ 810p }{ 810r }{
48304         810s }{ 810t }{ 810u }{ 810v }|.</para>
48305
48306         <para>#811| - |{ 811a }{ 811c }{ 811d }{ 811e }{ 811f }{ 811g }{ 811h
48307         }{ 811k }{ 811l }{ 811n }{ 811p }{ 811q }{ 811s }{ 811t }{ 811u }{
48308         811v }|.</para>
48309
48310         <para>#830| - |{ 830a }{ 830d }{ 830f }{ 830g }{ 830h }{ 830k }{ 830l
48311         }{ 830m }{ 830n }{ 830o }{ 830p }{ 830r }{ 830s }{ 830t }{ 830v
48312         }|.</para>
48313
48314         <para>#500|&lt;br/&gt;&lt;br/&gt;|{ 5003 }{ 500a }|</para>
48315
48316         <para>#501|&lt;br/&gt;&lt;br/&gt;|{ 501a }|</para>
48317
48318         <para>#502|&lt;br/&gt;&lt;br/&gt;|{ 502a }|</para>
48319
48320         <para>#504|&lt;br/&gt;&lt;br/&gt;|{ 504a }|</para>
48321
48322         <para>#505|&lt;br/&gt;&lt;br/&gt;|{ 505a }{ 505t }{ 505r }{ 505g }{
48323         505u }|</para>
48324
48325         <para>#506|&lt;br/&gt;&lt;br/&gt;|{ 5063 }{ 506a }{ 506b }{ 506c }{
48326         506d }{ 506u }|</para>
48327
48328         <para>#507|&lt;br/&gt;&lt;br/&gt;|{ 507a }{ 507b }|</para>
48329
48330         <para>#508|&lt;br/&gt;&lt;br/&gt;|{ 508a }{ 508a }|</para>
48331
48332         <para>#510|&lt;br/&gt;&lt;br/&gt;|{ 5103 }{ 510a }{ 510x }{ 510c }{
48333         510b }|</para>
48334
48335         <para>#511|&lt;br/&gt;&lt;br/&gt;|{ 511a }|</para>
48336
48337         <para>#513|&lt;br/&gt;&lt;br/&gt;|{ 513a }{513b }|</para>
48338
48339         <para>#514|&lt;br/&gt;&lt;br/&gt;|{ 514z }{ 514a }{ 514b }{ 514c }{
48340         514d }{ 514e }{ 514f }{ 514g }{ 514h }{ 514i }{ 514j }{ 514k }{ 514m
48341         }{ 514u }|</para>
48342
48343         <para>#515|&lt;br/&gt;&lt;br/&gt;|{ 515a }|</para>
48344
48345         <para>#516|&lt;br/&gt;&lt;br/&gt;|{ 516a }|</para>
48346
48347         <para>#518|&lt;br/&gt;&lt;br/&gt;|{ 5183 }{ 518a }|</para>
48348
48349         <para>#520|&lt;br/&gt;&lt;br/&gt;|{ 5203 }{ 520a }{ 520b }{ 520u
48350         }|</para>
48351
48352         <para>#521|&lt;br/&gt;&lt;br/&gt;|{ 5213 }{ 521a }{ 521b }|</para>
48353
48354         <para>#522|&lt;br/&gt;&lt;br/&gt;|{ 522a }|</para>
48355
48356         <para>#524|&lt;br/&gt;&lt;br/&gt;|{ 524a }|</para>
48357
48358         <para>#525|&lt;br/&gt;&lt;br/&gt;|{ 525a }|</para>
48359
48360         <para>#526|&lt;br/&gt;&lt;br/&gt;|{\n510i }{\n510a }{ 510b }{ 510c }{
48361         510d }{\n510x }|</para>
48362
48363         <para>#530|&lt;br/&gt;&lt;br/&gt;|{\n5063 }{\n506a }{ 506b }{ 506c }{
48364         506d }{\n506u }|</para>
48365
48366         <para>#533|&lt;br/&gt;&lt;br/&gt;|{\n5333 }{\n533a }{\n533b }{\n533c
48367         }{\n533d }{\n533e }{\n533f }{\n533m }{\n533n }|</para>
48368
48369         <para>#534|&lt;br/&gt;&lt;br/&gt;|{\n533p }{\n533a }{\n533b }{\n533c
48370         }{\n533d }{\n533e }{\n533f }{\n533m }{\n533n }{\n533t }{\n533x
48371         }{\n533z }|</para>
48372
48373         <para>#535|&lt;br/&gt;&lt;br/&gt;|{\n5353 }{\n535a }{\n535b }{\n535c
48374         }{\n535d }|</para>
48375
48376         <para>#538|&lt;br/&gt;&lt;br/&gt;|{\n5383 }{\n538a }{\n538i }{\n538u
48377         }|</para>
48378
48379         <para>#540|&lt;br/&gt;&lt;br/&gt;|{\n5403 }{\n540a }{ 540b }{ 540c }{
48380         540d }{\n520u }|</para>
48381
48382         <para>#544|&lt;br/&gt;&lt;br/&gt;|{\n5443 }{\n544a }{\n544b }{\n544c
48383         }{\n544d }{\n544e }{\n544n }|</para>
48384
48385         <para>#545|&lt;br/&gt;&lt;br/&gt;|{\n545a }{ 545b }{\n545u }|</para>
48386
48387         <para>#546|&lt;br/&gt;&lt;br/&gt;|{\n5463 }{\n546a }{ 546b }|</para>
48388
48389         <para>#547|&lt;br/&gt;&lt;br/&gt;|{\n547a }|</para>
48390
48391         <para>#550|&lt;br/&gt;&lt;br/&gt;|{ 550a }|</para>
48392
48393         <para>#552|&lt;br/&gt;&lt;br/&gt;|{ 552z }{ 552a }{ 552b }{ 552c }{
48394         552d }{ 552e }{ 552f }{ 552g }{ 552h }{ 552i }{ 552j }{ 552k }{ 552l
48395         }{ 552m }{ 552n }{ 562o }{ 552p }{ 552u }|</para>
48396
48397         <para>#555|&lt;br/&gt;&lt;br/&gt;|{ 5553 }{ 555a }{ 555b }{ 555c }{
48398         555d }{ 555u }|</para>
48399
48400         <para>#556|&lt;br/&gt;&lt;br/&gt;|{ 556a }{ 506z }|</para>
48401
48402         <para>#563|&lt;br/&gt;&lt;br/&gt;|{ 5633 }{ 563a }{ 563u }|</para>
48403
48404         <para>#565|&lt;br/&gt;&lt;br/&gt;|{ 5653 }{ 565a }{ 565b }{ 565c }{
48405         565d }{ 565e }|</para>
48406
48407         <para>#567|&lt;br/&gt;&lt;br/&gt;|{ 567a }|</para>
48408
48409         <para>#580|&lt;br/&gt;&lt;br/&gt;|{ 580a }|</para>
48410
48411         <para>#581|&lt;br/&gt;&lt;br/&gt;|{ 5633 }{ 581a }{ 581z }|</para>
48412
48413         <para>#584|&lt;br/&gt;&lt;br/&gt;|{ 5843 }{ 584a }{ 584b }|</para>
48414
48415         <para>#585|&lt;br/&gt;&lt;br/&gt;|{ 5853 }{ 585a }|</para>
48416
48417         <para>#586|&lt;br/&gt;&lt;br/&gt;|{ 5863 }{ 586a }|</para>
48418
48419         <para>#020|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;ISBN: &lt;/label&gt;|{
48420         020a }{ 020c }|</para>
48421
48422         <para>#022|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;ISSN: &lt;/label&gt;|{
48423         022a }|</para>
48424
48425         <para>#222| = |{ 222a }{ 222b }|</para>
48426
48427         <para>#210| = |{ 210a }{ 210b }|</para>
48428
48429         <para>#024|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Standard No.:
48430         &lt;/label&gt;|{ 024a }{ 024c }{ 024d }{ 0242 }|</para>
48431
48432         <para>#027|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Standard Tech. Report.
48433         No.: &lt;/label&gt;|{ 027a }|</para>
48434
48435         <para>#028|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Publisher. No.:
48436         &lt;/label&gt;|{ 028a }{ 028b }|</para>
48437
48438         <para>#013|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Patent No.:
48439         &lt;/label&gt;|{ 013a }{ 013b }{ 013c }{ 013d }{ 013e }{ 013f
48440         }|</para>
48441
48442         <para>#030|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;CODEN: &lt;/label&gt;|{
48443         030a }|</para>
48444
48445         <para>#037|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Source: &lt;/label&gt;|{
48446         037a }{ 037b }{ 037c }{ 037f }{ 037g }{ 037n }|</para>
48447
48448         <para>#010|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;LCCN: &lt;/label&gt;|{
48449         010a }|</para>
48450
48451         <para>#015|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Nat. Bib. No.:
48452         &lt;/label&gt;|{ 015a }{ 0152 }|</para>
48453
48454         <para>#016|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Nat. Bib. Agency Control
48455         No.: &lt;/label&gt;|{ 016a }{ 0162 }|</para>
48456
48457         <para>#600|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Personal
48458         Names: &lt;/label&gt;|{\n6003 }{\n600a}{ 600b }{ 600c }{ 600d }{ 600e
48459         }{ 600f }{ 600g }{ 600h }{--600k}{ 600l }{ 600m }{ 600n }{ 600o
48460         }{--600p}{ 600r }{ 600s }{ 600t }{ 600u
48461         }{--600x}{--600z}{--600y}{--600v}|</para>
48462
48463         <para>#610|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Corporate
48464         Names: &lt;/label&gt;|{\n6103 }{\n610a}{ 610b }{ 610c }{ 610d }{ 610e
48465         }{ 610f }{ 610g }{ 610h }{--610k}{ 610l }{ 610m }{ 610n }{ 610o
48466         }{--610p}{ 610r }{ 610s }{ 610t }{ 610u
48467         }{--610x}{--610z}{--610y}{--610v}|</para>
48468
48469         <para>#611|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Meeting Names:
48470         &lt;/label&gt;|{\n6113 }{\n611a}{ 611b }{ 611c }{ 611d }{ 611e }{ 611f
48471         }{ 611g }{ 611h }{--611k}{ 611l }{ 611m }{ 611n }{ 611o }{--611p}{
48472         611r }{ 611s }{ 611t }{ 611u }{--611x}{--611z}{--611y}{--611v}|</para>
48473
48474         <para>#630|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Uniform
48475         Titles: &lt;/label&gt;|{\n630a}{ 630b }{ 630c }{ 630d }{ 630e }{ 630f
48476         }{ 630g }{ 630h }{--630k }{ 630l }{ 630m }{ 630n }{ 630o }{--630p}{
48477         630r }{ 630s }{ 630t }{--630x}{--630z}{--630y}{--630v}|</para>
48478
48479         <para>#648|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Chronological
48480         Terms: &lt;/label&gt;|{\n6483 }{\n648a
48481         }{--648x}{--648z}{--648y}{--648v}|</para>
48482
48483         <para>#650|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Topical Terms:
48484         &lt;/label&gt;|{\n6503 }{\n650a}{ 650b }{ 650c }{ 650d }{ 650e
48485         }{--650x}{--650z}{--650y}{--650v}|</para>
48486
48487         <para>#651|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Geographic
48488         Terms: &lt;/label&gt;|{\n6513 }{\n651a}{ 651b }{ 651c }{ 651d }{ 651e
48489         }{--651x}{--651z}{--651y}{--651v}|</para>
48490
48491         <para>#653|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Index Terms:
48492         &lt;/label&gt;|{ 653a }|</para>
48493
48494         <para>#654|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Subjects--Facted Index
48495         Terms: &lt;/label&gt;|{\n6543
48496         }{\n654a}{--654b}{--654x}{--654z}{--654y}{--654v}|</para>
48497
48498         <para>#655|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Index Terms--Genre/Form:
48499         &lt;/label&gt;|{\n6553 }{\n655a}{--655b}{--655x
48500         }{--655z}{--655y}{--655v}|</para>
48501
48502         <para>#656|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Index Terms--Occupation:
48503         &lt;/label&gt;|{\n6563
48504         }{\n656a}{--656k}{--656x}{--656z}{--656y}{--656v}|</para>
48505
48506         <para>#657|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Index Terms--Function:
48507         &lt;/label&gt;|{\n6573
48508         }{\n657a}{--657x}{--657z}{--657y}{--657v}|</para>
48509
48510         <para>#658|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Index Terms--Curriculum
48511         Objective:
48512         &lt;/label&gt;|{\n658a}{--658b}{--658c}{--658d}{--658v}|</para>
48513
48514         <para>#050|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;LC Class. No.:
48515         &lt;/label&gt;|{ 050a }{ / 050b }|</para>
48516
48517         <para>#082|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Dewey Class. No.:
48518         &lt;/label&gt;|{ 082a }{ / 082b }|</para>
48519
48520         <para>#080|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Universal Decimal Class.
48521         No.: &lt;/label&gt;|{ 080a }{ 080x }{ / 080b }|</para>
48522
48523         <para>#070|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;National Agricultural
48524         Library Call No.: &lt;/label&gt;|{ 070a }{ / 070b }|</para>
48525
48526         <para>#060|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;National Library of
48527         Medicine Call No.: &lt;/label&gt;|{ 060a }{ / 060b }|</para>
48528
48529         <para>#074|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;GPO Item No.:
48530         &lt;/label&gt;|{ 074a }|</para>
48531
48532         <para>#086|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Gov. Doc. Class. No.:
48533         &lt;/label&gt;|{ 086a }|</para>
48534
48535         <para>#088|&lt;br/&gt;&lt;br/&gt;&lt;label&gt;Report. No.:
48536         &lt;/label&gt;|{ 088a }|</para>
48537       </section>
48538
48539       <section id="unimarcdefault">
48540         <title>UNIMARC Default</title>
48541
48542         <para>#200|&lt;h2&gt;Title : |{200a}{. 200c}{ : 200e}{200d}{. 200h}{.
48543         200i}|&lt;/h2&gt;</para>
48544
48545         <para>#461|&lt;label class="ipt"&gt;A part of : &lt;/label&gt;|&lt;a
48546         href="/cgi-bin/koha/catalogue/search.pl?op=do_search{&amp;q=461t&amp;idx=ti}"&gt;{461t}&lt;/a&gt;{N∞
48547         461h} {v. 461v}{(461d)}&lt;br/&gt;|</para>
48548
48549         <para>#200b|&lt;label class="ipt"&gt;Material Designation :
48550         &lt;/label&gt;| {200b }|&lt;br/&gt;</para>
48551
48552         <para>#101a|&lt;label class="ipt"&gt;Language(s): &lt;/label&gt;|&lt;a
48553         href="/cgi-bin/koha/catalogue/search.pl?op=do_search{&amp;q=101a&amp;idx=ln}"&gt;{101a}&lt;/a&gt;|&lt;br/&gt;</para>
48554
48555         <para>#200f|&lt;label class="ipt"&gt;Authors : &lt;/label&gt;|&lt;a
48556         href="/cgi-bin/koha/catalogue/search.pl?op=do_search{&amp;q=200f&amp;idx=au}"&gt;{200f
48557         ; }&lt;/a&gt;|&lt;br/&gt;</para>
48558
48559         <para>#200g|&lt;label class="ipt"&gt;Co-authors : &lt;/label&gt;|&lt;a
48560         href="/cgi-bin/koha/catalogue/search.pl?op=do_search{&amp;q=200g&amp;idx=au}"&gt;{200g
48561         ; }&lt;/a&gt;|&lt;br/&gt;</para>
48562
48563         <para>#210a|&lt;br/&gt;&lt;label class="ipt"&gt;Place of pubblication
48564         : &lt;/label&gt;|&lt;a
48565         href="/cgi-bin/koha/catalogue/search.pl?op=do_search&amp;idx=pl&amp;q={210a}"&gt;{210a}&lt;/a&gt;|&lt;br/&gt;</para>
48566
48567         <para>#210c|&lt;label class="ipt"&gt;Publisher : &lt;/label&gt;|&lt;a
48568         href="/cgi-bin/koha/catalogue/search.pl?op=do_search&amp;idx=pb&amp;q={210c}"&gt;{210c
48569         ; }&lt;/a&gt;|&lt;br/&gt;</para>
48570
48571         <para>#210d|&lt;label class="ipt"&gt;Date of pubblication :
48572         &lt;/label&gt;|{ 210d}|&lt;br/&gt;</para>
48573
48574         <para>#215|&lt;label class="ipt"&gt;Description :
48575         &lt;/label&gt;|{215a}{ : 215c}{ ; 215d}{ + 215e}|&lt;br/&gt;</para>
48576
48577         <para>#225a|&lt;label class="ipt"&gt;Series :&lt;/label&gt;|&lt;a
48578         href="/cgi-bin/koha/catalogue/search.pl?op=do_search{&amp;q=225a&amp;idx=se}"&gt;{225a
48579         ;}&lt;/a&gt; |</para>
48580
48581         <para>#225||{ = 225d}{ : 225e}{. 225h}{. 225i}{ / 225f}{, 225x}{ ;
48582         225v}|&lt;br/&gt;</para>
48583
48584         <para>#686|&lt;label&gt;Classification : &lt;/label&gt;|{ 686a
48585         }|&lt;br/&gt;</para>
48586
48587         <para>#608|&lt;label&gt;Form, Genre : &lt;/label&gt;|&lt;a
48588         href="/cgi-bin/koha/catalogue/search.pl?op=do_search&amp;idx=su&amp;q={608a}"&gt;&lt;img
48589         border="0" src="/opac-tmpl/css/en/images/filefind.png" height="15"
48590         title="Search on {608a}"&gt;{
48591         608a}&lt;/a&gt;|&lt;br/&gt;&lt;br/&gt;</para>
48592
48593         <para>#200||&lt;label class="ipt"&gt;Subjects :
48594         &lt;/label&gt;&lt;br/&gt;|&lt;ul&gt;</para>
48595
48596         <para>#600|&lt;label class="ipt"&gt;Person(s)
48597         &lt;/label&gt;&lt;br/&gt; |&lt;li&gt;&lt;a
48598         href="/cgi-bin/koha/catalogue/search.pl?op=do_search&amp;idx=su&amp;q={600a}"&gt;&lt;img
48599         border="0" src="/opac-tmpl/css/en/images/filefind.png" height="15"
48600         title="Search on {600a}"&gt;{
48601         600a}&lt;/a&gt;&lt;/li&gt;|&lt;br/&gt;</para>
48602
48603         <para>#601|&lt;label class="ipt"&gt;Organisation(s)
48604         &lt;/label&gt;&lt;br/&gt;|&lt;li&gt;&lt;a
48605         href="/cgi-bin/koha/catalogue/search.pl?op=do_search&amp;idx=su&amp;q={601a}"&gt;&lt;img
48606         border="0" src="/opac-tmpl/css/en/images/filefind.png" height="15"
48607         title="Search on {601a}"&gt;{
48608         601a}&lt;/a&gt;&lt;/li&gt;|&lt;br/&gt;</para>
48609
48610         <para>#606|&lt;label class="ipt"&gt;Term(s)
48611         &lt;/label&gt;&lt;br/&gt;|&lt;li&gt;&lt;a
48612         href="/cgi-bin/koha/catalogue/search.pl?op=do_search&amp;idx=su&amp;q={606a}"&gt;&lt;img
48613         border="0" src="/opac-tmpl/css/en/images/filefind.png" height="15"
48614         title="Search on {606a}"&gt;{
48615         606a}&lt;/a&gt;&lt;/li&gt;|&lt;br/&gt;</para>
48616
48617         <para>#607|&lt;label class="ipt"&gt;Place(s)
48618         &lt;/label&gt;&lt;br/&gt;|&lt;li&gt;&lt;a
48619         href="/cgi-bin/koha/catalogue/search.pl?op=do_search&amp;idx=su&amp;q={607a}"&gt;&lt;img
48620         border="0" src="/opac-tmpl/css/en/images/filefind.png" height="15"
48621         title="Search on {607a}"&gt;{
48622         607a}&lt;/a&gt;&lt;/li&gt;|&lt;br/&gt;</para>
48623
48624         <para>#610|&lt;label&gt;Keywords&lt;/label&gt;&lt;br/&gt;|&lt;li&gt;&lt;a
48625         href="/cgi-bin/koha/catalogue/search.pl?op=do_search&amp;idx=su&amp;q={610a}"&gt;&lt;img
48626         border="0" src="/opac-tmpl/css/en/images/filefind.png" height="15"
48627         title="Search on {610a}"&gt;{ 610a}&lt;/a&gt;&lt;/li&gt;|</para>
48628
48629         <para>#200||&lt;/ul&gt;|</para>
48630
48631         <para>#856|&lt;label class="ipt"&gt;Electronic resource :
48632         &lt;/label&gt;|&lt;a href="{856u}"&gt;click here&lt;/a&gt; to go to
48633         the external resource&lt;br/&gt;</para>
48634
48635         <para>#010|&lt;label class="ipt"&gt;ISBN : &lt;/label&gt;|{010a
48636         ;}|&lt;br/&gt;</para>
48637
48638         <para>#011|&lt;label class="ipt"&gt;ISSN : &lt;/label&gt;|{011a
48639         ;}|&lt;br/&gt;</para>
48640
48641         <para>#200||&lt;label class="ipt"&gt;Notes :
48642         &lt;/label&gt;|&lt;br/&gt;&lt;ul&gt;</para>
48643
48644         <para>#300||&lt;li&gt;{300a}&lt;/li&gt;|</para>
48645
48646         <para>#307||&lt;li&gt;{307a}&lt;/li&gt;|</para>
48647
48648         <para>#310||&lt;li&gt;{310a}&lt;/li&gt;|</para>
48649
48650         <para>#326||&lt;li&gt;{326a}&lt;/li&gt;|</para>
48651
48652         <para>#327||&lt;li&gt;{327a}&lt;/li&gt;|</para>
48653
48654         <para>#333|&lt;li&gt;Public : |{333a}&lt;/li&gt;|</para>
48655
48656         <para>#200||&lt;/ul&gt;|</para>
48657
48658         <para>#330||&lt;label class="ipt"&gt;Abstract :
48659         &lt;/label&gt;|&lt;br/&gt;</para>
48660
48661         <para>#330||{330a}|&lt;br/&gt;</para>
48662
48663         <para>#200||&lt;br/&gt;&lt;h2&gt;Items&lt;/h2&gt;|</para>
48664
48665         <para>#200|&lt;table&gt;|&lt;th&gt;Call
48666         number&lt;/th&gt;&lt;th&gt;Copy
48667         note&lt;/th&gt;&lt;th&gt;Fonds&lt;/th&gt;&lt;th&gt;Genre
48668         detail&lt;/th&gt;&lt;th&gt;Circulation
48669         type&lt;/th&gt;&lt;th&gt;Barcode&lt;/th&gt;|</para>
48670
48671         <para>#995||&lt;tr&gt;&lt;td&gt; {995k}&lt;/td&gt;&lt;td&gt;
48672         {995u}&lt;/td&gt;&lt;td&gt;
48673         {995y}&lt;/td&gt;&lt;td&gt;{995e}  &lt;/td&gt;&lt;td&gt;
48674         {995o}&lt;/td&gt;&lt;td&gt;{995f}&lt;/td&gt;&lt;/tr&gt;|&lt;/table&gt;</para>
48675       </section>
48676     </section>
48677   </appendix>
48678
48679   <appendix id="receiptprint">
48680     <title>Configuring Receipt Printers</title>
48681
48682     <para>The following instructions are for specific receipt printers, but
48683     can probably be used to help with setup of other brands as well.</para>
48684
48685     <section id="epsonprinters">
48686       <sectioninfo>
48687         <corpauthor>NEKLS</corpauthor>
48688
48689         <pubdate>2008</pubdate>
48690
48691         <bibliosource><ulink url="http://www.nexpresslibrary.org/go-live/configure-your-receipt-printers/">http://www.nexpresslibrary.org/go-live/configure-your-receipt-printers/</ulink></bibliosource>
48692       </sectioninfo>
48693
48694       <title>For Epson TM-T88III (3) &amp; TM-T88IV (4) Printers</title>
48695
48696       <para/>
48697
48698       <section id="epsonprintdriver">
48699         <title>In the Print Driver</title>
48700
48701         <para>For these instructions, we are using version 5,0,3,0 of the
48702         Epson TM-T88III print driver; the EPSON TM-T88IV version is ReceiptE4.
48703         Register at the <ulink url="https://www.epsonexpert.com/login">EpsonExpert Technical Resource
48704         Center website</ulink> to gain access to the drivers; go to Technical
48705         Resources, then choose the printer model from the Printers drop-down
48706         list.</para>
48707
48708         <para>Click Start &gt; Printers and Faxes &gt; Right click the receipt
48709         printer &gt; Properties:</para>
48710
48711         <itemizedlist>
48712           <listitem>
48713             <para>Advanced Tab, click Printing Defaults button</para>
48714           </listitem>
48715
48716           <listitem>
48717             <para>Layout Tab: Paper size: Roll Paper 80 x 297mm</para>
48718           </listitem>
48719
48720           <listitem>
48721             <para>TM-T88III: Layout Tab: Check Reduce Printing and Fit to
48722             Printable Width</para>
48723           </listitem>
48724
48725           <listitem>
48726             <para>TM-T88IV: Check Reduced Size Print; Click OK on the popup
48727             window that appears. Fit to Printable Width should be
48728             automatically selected.</para>
48729           </listitem>
48730
48731           <listitem>
48732             <para>OK your way out of there.</para>
48733           </listitem>
48734         </itemizedlist>
48735       </section>
48736
48737       <section id="epsonfirefox">
48738         <title>In Firefox</title>
48739
48740         <para>Under File &gt; Page Setup:</para>
48741
48742         <itemizedlist>
48743           <listitem>
48744             <para>Shrink to fit page on Format &amp; Options tab</para>
48745           </listitem>
48746
48747           <listitem>
48748             <para>0,0,0,0 for Margins on Margins &amp; Header/Footer Tab. This
48749             makes the receipts use all available space on the paper
48750             roll.</para>
48751           </listitem>
48752
48753           <listitem>
48754             <para>Set all Headers/Footers to -blank-. This removes all of the
48755             gunk you might normally find on a print from Firefox, such as the
48756             URL, number of pages, etc.</para>
48757           </listitem>
48758
48759           <listitem>
48760             <para>Click OK</para>
48761           </listitem>
48762         </itemizedlist>
48763
48764         <para>Set the default printer settings in Firefox so you don't see a
48765         "Print" dialog:</para>
48766
48767         <itemizedlist>
48768           <listitem>
48769             <para>Go to File &gt; Print</para>
48770           </listitem>
48771
48772           <listitem>
48773             <para>Set the Printer to the receipt printer.</para>
48774           </listitem>
48775
48776           <listitem>
48777             <para>Click the Advanced (or Properties) button</para>
48778           </listitem>
48779
48780           <listitem>
48781             <para>Layout Tab: Paper size: Roll Paper 80 x 297mm</para>
48782           </listitem>
48783
48784           <listitem>
48785             <para>TM-T88III: Layout Tab: Check Reduce Printing and Fit to
48786             Printable Width</para>
48787           </listitem>
48788
48789           <listitem>
48790             <para>TM-T88IV: Check Reduced Size Print; click OK on the popup
48791             window that appears. Fit to Printable Width should be
48792             automatically selected.</para>
48793           </listitem>
48794
48795           <listitem>
48796             <para>OK your way out, go ahead and print whatever page you are
48797             on.</para>
48798           </listitem>
48799
48800           <listitem>
48801             <para>Type about:config, in the address bar. Click "I'll be
48802             careful, I promise!" on the warning message.</para>
48803           </listitem>
48804
48805           <listitem>
48806             <para>Type, print.always in Filter.</para>
48807           </listitem>
48808
48809           <listitem>
48810             <para>Look for print.always_print_silent.</para>
48811
48812             <itemizedlist>
48813               <listitem>
48814                 <para>If the preference is there then set the value to
48815                 true.</para>
48816               </listitem>
48817             </itemizedlist>
48818           </listitem>
48819
48820           <listitem>
48821             <para>If the preference is not there (and it shouldn't be in most
48822             browsers) you have to add the preference.</para>
48823
48824             <itemizedlist>
48825               <listitem>
48826                 <para>Right click the preference area and select New &gt;
48827                 Boolean</para>
48828               </listitem>
48829
48830               <listitem>
48831                 <para>Type print.always_print_silent in the dialog box and set
48832                 the value to True. This sets the print settings in Firefox to
48833                 always use the same settings and print without showing a
48834                 dialog box.</para>
48835               </listitem>
48836             </itemizedlist>
48837           </listitem>
48838         </itemizedlist>
48839
48840         <warning>
48841           <para>Setting the print.always_print_silent setting in about:config
48842           DISABLES the ability to choose a printer in Firefox.</para>
48843         </warning>
48844       </section>
48845     </section>
48846
48847     <section id="epson2">
48848       <sectioninfo>
48849         <corpauthor>NEKLS</corpauthor>
48850
48851         <pubdate>2008</pubdate>
48852
48853         <bibliosource><ulink url="http://www.nexpresslibrary.org/go-live/configure-your-receipt-printers/">http://www.nexpresslibrary.org/go-live/configure-your-receipt-printers/</ulink></bibliosource>
48854       </sectioninfo>
48855
48856       <title>For Epson TM-T88II (2) Printers</title>
48857
48858       <para>Register at the <ulink url="https://www.epsonexpert.com/login">EpsonExpert Technical Resource
48859       Center website</ulink> to gain access to the drivers; go to Technical
48860       Resources, then choose the printer model from the Printers drop-down
48861       list.</para>
48862
48863       <section id="epson2firefox">
48864         <title>In Firefox</title>
48865
48866         <para>Under File &gt; Page Setup:</para>
48867
48868         <itemizedlist>
48869           <listitem>
48870             <para>Shrink to fit page on Format &amp; Options tab</para>
48871           </listitem>
48872
48873           <listitem>
48874             <para>0,0,0,0 for Margins on Margins &amp; Header/Footer Tab. This
48875             makes the receipts use all available space on the paper
48876             roll.</para>
48877           </listitem>
48878
48879           <listitem>
48880             <para>Set all Headers/Footers to -blank-. This removes all of the
48881             gunk you might normally find on a print from Firefox, such as the
48882             URL, number of pages, etc.</para>
48883           </listitem>
48884
48885           <listitem>
48886             <para>Click OK</para>
48887           </listitem>
48888         </itemizedlist>
48889
48890         <para>Set the default printer settings in Firefox so you don't see a
48891         "Print" dialog:</para>
48892
48893         <itemizedlist>
48894           <listitem>
48895             <para>Go to File &gt; Print</para>
48896           </listitem>
48897
48898           <listitem>
48899             <para>Set the Printer to the receipt printer.</para>
48900           </listitem>
48901
48902           <listitem>
48903             <para>Print whatever page you are on.</para>
48904           </listitem>
48905
48906           <listitem>
48907             <para>Type about:config, in the address bar. Click "I'll be
48908             careful, I promise!" on the warning message.</para>
48909           </listitem>
48910
48911           <listitem>
48912             <para>Type, print.always in Filter.</para>
48913           </listitem>
48914
48915           <listitem>
48916             <para>Look for, print.always_print_silent.</para>
48917
48918             <itemizedlist>
48919               <listitem>
48920                 <para>If the preference is there then set the value to
48921                 true.</para>
48922               </listitem>
48923             </itemizedlist>
48924           </listitem>
48925
48926           <listitem>
48927             <para>If the preference is not there (and it shouldn't be in most
48928             browsers) you have to add the preference.</para>
48929
48930             <itemizedlist>
48931               <listitem>
48932                 <para>Right click the preference area and select New &gt;
48933                 Boolean</para>
48934               </listitem>
48935
48936               <listitem>
48937                 <para>Type, print.always_print_silent in the dialog box and
48938                 set the value to True. This sets the print settings in Firefox
48939                 to always use the same settings and print without showing a
48940                 dialog box.</para>
48941               </listitem>
48942             </itemizedlist>
48943           </listitem>
48944         </itemizedlist>
48945
48946         <warning>
48947           <para>Setting the print.always_print_silent setting in about:config
48948           DISABLES the ability to choose a printer in Firefox.</para>
48949         </warning>
48950       </section>
48951     </section>
48952
48953     <section id="starprinter">
48954       <sectioninfo>
48955         <corpauthor>RHCL</corpauthor>
48956
48957         <editor>
48958           <firstname>Nicole C.</firstname>
48959
48960           <surname>Engard</surname>
48961         </editor>
48962
48963         <pubdate>2010</pubdate>
48964       </sectioninfo>
48965
48966       <title>For Star SP542 Printers</title>
48967
48968       <section id="installstarprinter">
48969         <title>Installing the Printer</title>
48970
48971         <para>While the following comments are based on the Star SP542 receipt
48972         printer, they probably apply to all printers in the SP5xx
48973         series.</para>
48974
48975         <para>The Star SP542 receipt printer works well with Koha and <emphasis role="bold">Firefox
48976             on Windows XP SP3</emphasis>. This printer, with either the parallel or USB interface,
48977           is fairly easy to install and configure. You will need the following executable file which
48978           is available from numerous places on the Internet:</para>
48979
48980         <para>linemode_2k-xp_20030205.exe</para>
48981
48982         <para>This executable actually does all of the installation; you will
48983         not need to use the Microsoft Windows "Add Printer" program. We
48984         recommend that when installing, the option for the software monitor
48985         not be selected; we have experienced significant pauses and delays in
48986         printing with it. Instead, simply choose to install the receipt
48987         printer without the monitor.</para>
48988
48989         <para>Additionally, the install program may not put the printer on the
48990         correct port, especially if using the USB interface. This is easily
48991         corrected by going to "Start -&gt; Printers and Faxes -&gt; Properties
48992         for the SP542 printer -&gt; Ports", then check the appropriate
48993         port.</para>
48994
48995         <para>A reboot may be required, even if not indicated by the
48996         installation software or the operating system.</para>
48997         <para><emphasis role="bold">Windows 7</emphasis> users should refer to this page:  <ulink
48998             url="http://www.starmicronics.com/supports/win7.aspx"
48999             >http://www.starmicronics.com/supports/win7.aspx</ulink>.
49000         </para>
49001       </section>
49002     </section>
49003
49004     <section id="firefoxreceipt">
49005       <sectioninfo>
49006         <corpauthor>VOKAL</corpauthor>
49007
49008         <editor>
49009           <firstname>Nicole C.</firstname>
49010
49011           <surname>Engard</surname>
49012         </editor>
49013
49014         <pubdate>2010</pubdate>
49015
49016         <bibliosource><ulink url="https://docs.google.com/View?id=dcccx9zm_3htvhwzgc#Setting_up_your_SLIP_printer_1_18087191815760117">https://docs.google.com/View?id=dcccx9zm_3htvhwzgc#Setting_up_your_SLIP_printer_1_18087191815760117</ulink></bibliosource>
49017       </sectioninfo>
49018
49019       <title>Configuring Firefox to Print to Receipt Printer</title>
49020
49021       <itemizedlist>
49022         <listitem>
49023           <para>Open File &gt; Page Setup</para>
49024         </listitem>
49025
49026         <listitem>
49027           <para>Make all the headers and footers blank</para>
49028         </listitem>
49029
49030         <listitem>
49031           <para>Set the margins to 0 (zero)</para>
49032         </listitem>
49033
49034         <listitem>
49035           <para>In the address bar of Firefox, type about:config</para>
49036         </listitem>
49037
49038         <listitem>
49039           <para>Search for print.always_print_silent and double click
49040           it</para>
49041         </listitem>
49042
49043         <listitem>
49044           <para>Change it from false to true</para>
49045
49046           <itemizedlist>
49047             <listitem>
49048               <para>This lets you skip the Print pop up box that comes up, as
49049               well as skipping the step where you have to click OK,
49050               automatically printing the right sized slip.</para>
49051             </listitem>
49052           </itemizedlist>
49053         </listitem>
49054
49055         <listitem>
49056           <para>If print.always_print_silent does not come up</para>
49057
49058           <itemizedlist>
49059             <listitem>
49060               <para>Right click on a blank area of the preference
49061               window</para>
49062             </listitem>
49063
49064             <listitem>
49065               <para>Select new &gt; Boolean</para>
49066             </listitem>
49067
49068             <listitem>
49069               <para>Enter "print.always_print_silent" as the name (without
49070               quotes)</para>
49071             </listitem>
49072
49073             <listitem>
49074               <para>Click OK</para>
49075             </listitem>
49076
49077             <listitem>
49078               <para>Select true for the value</para>
49079             </listitem>
49080           </itemizedlist>
49081         </listitem>
49082
49083         <listitem>
49084           <para>You may also want to check what is listed for
49085           print.print_printer</para>
49086
49087           <itemizedlist>
49088             <listitem>
49089               <para>You may have to choose Generic/Text Only (or whatever your
49090               receipt printer might be named)</para>
49091             </listitem>
49092           </itemizedlist>
49093         </listitem>
49094       </itemizedlist>
49095     </section>
49096   </appendix>
49097   <appendix id="noticesappendix">
49098     <title>Notice &amp; Slips Guides</title>
49099     <section id="noticesfieldguide">
49100       <sectioninfo>
49101         <authorgroup>
49102           <author>
49103             <firstname>Barton</firstname>
49104             <surname>Chittenden</surname>
49105             <affiliation>
49106               <orgname>ByWater Solutions</orgname>
49107             </affiliation>
49108           </author>
49109           <editor>
49110             <firstname>Nicole C.</firstname>
49111             <surname>Engard</surname>
49112           </editor>
49113         </authorgroup>
49114         <pubdate>2014</pubdate>
49115       </sectioninfo>
49116       <title>Field Guide for Notices &amp; Slips</title>
49117       <para>This guide will break down the notices and slips information in 3 ways.  First it will
49118         tell you what file generates the notice, then how you will present the item info in that
49119         notice and finally if the notice can be branch specific or not.</para>
49120       <para>
49121         <informaltable
49122           style="border-collapse:collapse;border:1px solid black;font-family:'Times New Roman';letter-spacing:normal;text-indent:0px;text-transform:none;word-spacing:0px">
49123           <thead>
49124             <tr>
49125               <th rowspan="1" colspan="1" align="left">Letter Code</th>
49126               <th rowspan="1" colspan="1" align="left">Used In</th>
49127               <th rowspan="1" colspan="1" align="left">Detail tag</th>
49128               <th rowspan="1" colspan="1" align="left">Can be branch specific</th>
49129             </tr>
49130           </thead>
49131           <tbody>
49132             <tr>
49133               <td rowspan="1" colspan="1" align="left">DUE</td>
49134               <td rowspan="1" colspan="1" align="left">advance_notices.pl</td>
49135               <td rowspan="1" colspan="1" align="left">&lt;&lt;items.content&gt;&gt;</td>
49136               <td rowspan="1" colspan="1" align="left">No</td>
49137             </tr>
49138             <tr>
49139               <td rowspan="1" colspan="1" align="left">DUEDGST</td>
49140               <td rowspan="1" colspan="1" align="left">advance_notices.pl</td>
49141               <td rowspan="1" colspan="1" align="left">&lt;&lt;items.content&gt;&gt;</td>
49142               <td rowspan="1" colspan="1" align="left">No</td>
49143             </tr>
49144             <tr>
49145               <td rowspan="1" colspan="1" align="left">PREDUE</td>
49146               <td rowspan="1" colspan="1" align="left">advance_notices.pl</td>
49147               <td rowspan="1" colspan="1" align="left">&lt;&lt;items.content&gt;&gt;</td>
49148               <td rowspan="1" colspan="1" align="left">No</td>
49149             </tr>
49150             <tr>
49151               <td rowspan="1" colspan="1" align="left">PREDUEDGST</td>
49152               <td rowspan="1" colspan="1" align="left">advance_notices.pl</td>
49153               <td rowspan="1" colspan="1" align="left">&lt;&lt;items.content&gt;&gt;</td>
49154               <td rowspan="1" colspan="1" align="left">No</td>
49155             </tr>
49156             <tr>
49157               <td rowspan="1" colspan="1" align="left">ODUE*</td>
49158               <td rowspan="1" colspan="1" align="left">overdue_notices.pl</td>
49159               <td rowspan="1" colspan="1" align="left">&lt;&lt;items.content&gt;&gt; or &lt;item&gt;
49160                 &lt;/item&gt;</td>
49161               <td rowspan="1" colspan="1" align="left">Yes</td>
49162             </tr>
49163             <tr>
49164               <td rowspan="1" colspan="1" align="left">CHECKOUT</td>
49165               <td rowspan="1" colspan="1" align="left">C4/Circulation.pm</td>
49166               <td rowspan="1" colspan="1" align="left">N/A</td>
49167               <td rowspan="1" colspan="1" align="left">Yes</td>
49168             </tr>
49169             <tr>
49170               <td rowspan="1" colspan="1" align="left">RENEWAL</td>
49171               <td rowspan="1" colspan="1" align="left">C4/Circulation.pm</td>
49172               <td rowspan="1" colspan="1" align="left">N/A</td>
49173               <td rowspan="1" colspan="1" align="left">Yes</td>
49174             </tr>
49175             <tr>
49176               <td rowspan="1" colspan="1" align="left">TRANSFERSLIP</td>
49177               <td rowspan="1" colspan="1" align="left">C4/Circulation.pm</td>
49178               <td rowspan="1" colspan="1" align="left">N/A</td>
49179               <td rowspan="1" colspan="1" align="left">Yes</td>
49180             </tr>
49181             <tr>
49182               <td rowspan="1" colspan="1" align="left">ISSUESLIP</td>
49183               <td rowspan="1" colspan="1" align="left">C4/Members.pm</td>
49184               <td rowspan="1" colspan="1" align="left">
49185                 <para>&lt;checkedout&gt; &lt;/checkedout&gt; </para>
49186                 <para> &lt;overdue&gt; &lt;/overdue&gt; </para>
49187                 <para> &lt;news&gt; &lt;/news&gt; </para>
49188               </td>
49189               <td rowspan="1" colspan="1" align="left">Yes</td>
49190             </tr>
49191             <tr>
49192               <td rowspan="1" colspan="1" align="left">ISSUEQSLIP</td>
49193               <td rowspan="1" colspan="1" align="left">C4/Members.pm</td>
49194               <td rowspan="1" colspan="1" align="left">&lt;checkedout&gt; &lt;/checkedout&gt;</td>
49195               <td rowspan="1" colspan="1" align="left">Yes</td>
49196             </tr>
49197             <tr>
49198               <td rowspan="1" colspan="1" align="left">HOLDPLACED</td>
49199               <td rowspan="1" colspan="1" align="left">C4/Reserves.pm</td>
49200               <td rowspan="1" colspan="1" align="left">N/A</td>
49201               <td rowspan="1" colspan="1" align="left">Yes</td>
49202             </tr>
49203             <tr>
49204               <td rowspan="1" colspan="1" align="left">RESERVESLIP</td>
49205               <td rowspan="1" colspan="1" align="left">C4/Reserves.pm</td>
49206               <td rowspan="1" colspan="1" align="left">N/A</td>
49207               <td rowspan="1" colspan="1" align="left">Yes</td>
49208             </tr>
49209             <tr>
49210               <td rowspan="1" colspan="1" align="left">ASKED</td>
49211               <td rowspan="1" colspan="1" align="left">C4/Suggestions.pm</td>
49212               <td rowspan="1" colspan="1" align="left">N/A</td>
49213               <td rowspan="1" colspan="1" align="left">Yes</td>
49214             </tr>
49215             <tr>
49216               <td rowspan="1" colspan="1" align="left">CHECKED</td>
49217               <td rowspan="1" colspan="1" align="left">C4/Suggestions.pm</td>
49218               <td rowspan="1" colspan="1" align="left">N/A</td>
49219               <td rowspan="1" colspan="1" align="left">Yes</td>
49220             </tr>
49221             <tr>
49222               <td rowspan="1" colspan="1" align="left">ACCEPTED</td>
49223               <td rowspan="1" colspan="1" align="left">C4/Suggestions.pm</td>
49224               <td rowspan="1" colspan="1" align="left">N/A</td>
49225               <td rowspan="1" colspan="1" align="left">Yes</td>
49226             </tr>
49227             <tr>
49228               <td rowspan="1" colspan="1" align="left">REJECTED</td>
49229               <td rowspan="1" colspan="1" align="left">C4/Suggestions.pm</td>
49230               <td rowspan="1" colspan="1" align="left">N/A</td>
49231               <td rowspan="1" colspan="1" align="left">Yes</td>
49232             </tr>
49233             <tr>
49234               <td rowspan="1" colspan="1" align="left">OPAC_REG_VERIFY</td>
49235               <td rowspan="1" colspan="1" align="left">opac/opac-memberentry.pl</td>
49236               <td rowspan="1" colspan="1" align="left">N/A</td>
49237               <td rowspan="1" colspan="1" align="left">No</td>
49238             </tr>
49239           </tbody>
49240         </informaltable>
49241       </para>
49242     </section>
49243   </appendix>
49244
49245   <appendix id="samplenotice">
49246     <title>Example Notice</title>
49247
49248     <para>Nicole Engard</para>
49249
49250     <para>410 Library Rd.</para>
49251
49252     <para>Philadelphia, PA 19107</para>
49253
49254     <para>Dear Nicole Engard (23529000035726),</para>
49255
49256     <para>According to our records, at the time of this notice, you have items
49257     that are overdue. Please return or renew them as soon as possible to avoid
49258     increasing late fines.</para>
49259
49260     <para>If you have registered a password with the library, you may use it
49261     with your library card number to renew online.</para>
49262
49263     <para>If you believe you have returned the items below please call at and
49264     library staff will be happy to help resolve the issue.</para>
49265
49266     <para>The following item(s) are currently overdue:</para>
49267
49268     <para>07/08/2008 Creating drug-free schools and communities : 502326000054
49269     Fox, C. Lynn.</para>
49270
49271     <para>06/27/2008 Eating fractions / 502326000022 McMillan, Bruce.</para>
49272
49273     <para>Sincerely, Library Staff</para>
49274   </appendix>
49275
49276   <appendix id="sampleserialsapp">
49277     <title>Sample Serials</title>
49278
49279     <para/>
49280
49281     <section id="readersdigestsample">
49282       <title>Reader's Digest (0034-0375)</title>
49283
49284       <itemizedlist>
49285         <listitem>
49286           <para>Published 12 times a year (monthly)</para>
49287         </listitem>
49288
49289         <listitem>
49290           <para>The Volume number changes every 6 months and the numbers
49291           continues on (requires an advanced pattern).</para>
49292
49293           <screenshot>
49294             <screeninfo>Sample Reader's Digest Subscription</screeninfo>
49295
49296             <mediaobject>
49297               <imageobject>
49298                 <imagedata fileref="images/serialssamples/readersserial.png"/>
49299               </imageobject>
49300             </mediaobject>
49301           </screenshot>
49302         </listitem>
49303       </itemizedlist>
49304
49305       <para/>
49306     </section>
49307
49308     <section id="peoplesample">
49309       <title>People Weekly (1076-0091)</title>
49310
49311       <itemizedlist>
49312         <listitem>
49313           <para>Published weekly</para>
49314
49315           <itemizedlist>
49316             <listitem>
49317               <para>The website says "on Saturday except the first week of
49318               August, Thanksgiving week, the first and last weeks of the year"
49319               but this does not match the pattern for 2007 or 2008</para>
49320             </listitem>
49321           </itemizedlist>
49322         </listitem>
49323
49324         <listitem>
49325           <para>In the Jul-Dec there are 26 issues</para>
49326         </listitem>
49327
49328         <listitem>
49329           <para>In the Jan-Jun there are 25 issues (no issue for the first
49330           week of January)</para>
49331         </listitem>
49332       </itemizedlist>
49333
49334       <para>Since the irregularity on the first # 26 does not skip a week,
49335       this would be set up as to roll over on issue 25. The 26th issue in the
49336       second half of the year would have to be received as a
49337       supplemental.</para>
49338
49339       <para>The irregularity check will complain that 52 issues were expected,
49340       but 25 entered. The current irregularity check can only check that the
49341       first position of the numbering pattern matches the expected issue count
49342       of the periodicity. But we do need to trigger the rollover on the
49343       volume, so we need to define the last two weeks of the year as
49344       irregularities. So we receive 50 issues the first 50 weeks, then one
49345       supplemental issue in week 51, which we have to define the enumeration
49346       for, then the next predicted issue will be the following year's first
49347       week.</para>
49348     </section>
49349
49350     <section id="hebrewserialsample">
49351       <title>Et-Mol</title>
49352
49353       <para>This journal is published with the following rules:</para>
49354
49355       <itemizedlist>
49356         <listitem>
49357           <para>6 issues a year (every 2 months)</para>
49358         </listitem>
49359
49360         <listitem>
49361           <para>year changes every 6 issues</para>
49362         </listitem>
49363
49364         <listitem>
49365           <para>we start in 2011</para>
49366         </listitem>
49367
49368         <listitem>
49369           <para>the issue number goes up indefinitely</para>
49370         </listitem>
49371
49372         <listitem>
49373           <para>starting from issue 215</para>
49374         </listitem>
49375       </itemizedlist>
49376
49377       <para>The planning would look like this:</para>
49378
49379       <screenshot>
49380         <screeninfo>Sample for this Hebrew Journal</screeninfo>
49381
49382         <mediaobject>
49383           <imageobject>
49384             <imagedata fileref="images/serialssamples/hebrewnewspaper.png"/>
49385           </imageobject>
49386         </mediaobject>
49387       </screenshot>
49388     </section>
49389     <section id="backpackerserial">
49390       <title>Backpacker (0277-867X)</title>
49391       <para>Published 9 times a year irregularly.  The issues continues while the volume and number
49392         rolls over every 9 issues.  If you're holding Volume 41, Number 3, Issue 302 in your hand
49393         the prediction would look like this:</para>
49394       <screenshot>
49395           <screeninfo>Backpacker numbering pattern</screeninfo>
49396           <mediaobject>
49397             <imageobject>
49398               <imagedata fileref="images/serialssamples/backpacker.png"/>
49399             </imageobject>
49400           </mediaobject>
49401         </screenshot>
49402       <para>And the received issues would number like this:</para>
49403       <para>v. 41, no. 3, iss. 302   </para>
49404       <para>v. 41, no. 4, iss. 303 </para>
49405       <para>v. 41, no. 5, iss. 304 </para>
49406       <para>v. 41, no. 6, iss. 305 </para>
49407       <para>v. 41, no. 7, iss. 306 </para>
49408       <para>v. 41, no. 8, iss. 307</para>
49409       <para>v. 41, no. 9, iss. 308 </para>
49410       <para>v. 42, no. 1, iss. 309 </para>
49411       <para>v. 42, no. 2, iss. 310 </para>
49412       <para>v. 42, no. 3, iss. 311 </para>
49413       <para>v. 42, no. 4, iss. 312</para>
49414     </section>
49415     <section id="keatsserial">
49416       <title>Keats-Shelley Journal (0453-4387)</title>
49417       <para>This journal is published once per year in July.  The numbering follows this pattern:  <itemizedlist>
49418           <listitem>
49419             <para>Vol. 61 2013</para>
49420           </listitem>
49421           <listitem>
49422             <para>Vol. 62 2014</para>
49423           </listitem>
49424           <listitem>
49425             <para>Vol. 63 2015</para>
49426           </listitem>
49427         </itemizedlist> Setup should look like this (if you're starting in July 2014):</para>
49428       <screenshot>
49429           <screeninfo>Serial planning</screeninfo>
49430           <mediaobject>
49431             <imageobject>
49432               <imagedata fileref="images/serialssamples/keatsplanning.png"/>
49433             </imageobject>
49434           </mediaobject>
49435         </screenshot>
49436     </section>
49437     <section id="cilserial">
49438       <title>Computers in Libraries (1041-7915)</title>
49439       <para>Computers in Libraries is published ten times per year (monthly with January/February
49440         and July/August combined issues).</para>
49441       <screenshot>
49442         <screeninfo>Subscription details</screeninfo>
49443         <mediaobject>
49444           <imageobject>
49445             <imagedata fileref="images/serialssamples/cilirregular.png"/>
49446           </imageobject>
49447         </mediaobject>
49448       </screenshot>
49449       <screenshot>
49450         <screeninfo>Serial Planning</screeninfo>
49451         <mediaobject>
49452           <imageobject>
49453             <imagedata fileref="images/serialssamples/cilpattern.png"/>
49454           </imageobject>
49455         </mediaobject>
49456       </screenshot>
49457       <screenshot>
49458         <screeninfo>Received details</screeninfo>
49459         <mediaobject>
49460           <imageobject>
49461             <imagedata fileref="images/serialssamples/cilreceived.png"/>
49462           </imageobject>
49463         </mediaobject>
49464       </screenshot>
49465     </section>
49466   </appendix>
49467   <appendix id="samplelistemail">
49468     <title>Sample List &amp; Cart Emails</title>
49469     <section id="examplelistemail">
49470       <title>Example Email from List</title>
49471       <para>Below is an example of an email from a list in
49472         Koha.<programlisting>Hi,
49473
49474 Here is your list called If You Like Jodi Picoult, sent from our online catalog.
49475
49476 Please note that the attached file is a MARC bibliographic records file
49477 which can be imported into a Personal Bibliographic Software like EndNote,
49478 Reference Manager or ProCite.
49479 ---------------------------------------------
49480
49481 Home safe : a novel /
49482
49483 by Berg, Elizabeth.
49484
49485 Published by: Random House,, 260 p. ;, 25 cm.
49486 Copyright year: 2009
49487 LCCN:   2008049247
49488 In the online catalog:
49489     http://MYCATALOG/cgi-bin/koha/opac-detail.pl?biblionumber=12113
49490 Items :
49491     North Branch FIC (FIC Ber) TVSN500088894O
49492     Main Library FIC (FIC Boh) TVSN5000921548
49493     South Branch FIC (FIC Boh) TVSN500092156A
49494     West Branch FIC (FIC Boh) TVSN5000921559
49495
49496 ---------------------------------------------
49497
49498 Half a heart /
49499
49500 by Brown, Rosellen.
49501
49502 Published by: Farrar, Straus, and Giroux,, 402 p. ;, 24 cm.
49503 Copyright year: 2000
49504 LCCN:    00022926
49505 In the online catalog:
49506     http://MYCATALOG/cgi-bin/koha/opac-detail.pl?biblionumber=12501
49507 Items :
49508     East Branch  (813/.54)
49509     South Branch FIC (FIC Bro) TVSN5000451333</programlisting></para>
49510     </section>
49511     <section id="examplecartemail">
49512       <title>Example Email from Cart</title>
49513       <para>Below is a sample of what an email from the Cart in Koha will look
49514         like:<programlisting>Hi,
49515
49516    Joaquin D'Planque sent you a cart from our online catalog.
49517
49518    Please note that the attached file is a MARC bibliographic records
49519    file which can be imported into personal bibliographic software like
49520    EndNote, Reference Manager or ProCite.
49521
49522    ---------------------------------------------------------------------
49523
49524
49525      1.  Book /
49526        Author(s): Brookfield, Karen. ;
49527        Published by: Knopf : | Distributed by Random House, , 63 p. : ,
49528        29 cm.
49529        Copyright year: 1993
49530        Notes : Includes index.
49531        LCCN: 93018833 /AC
49532
49533        In online catalog:
49534        http://MYCATALOG/cgi-bin/koha/opac-detail.pl?biblionumber=31644
49535
49536        Items:
49537
49538          *  East Branch (JNF 002 Bro) TVSN500017618A
49539
49540        -----------------------------------------------------------------
49541
49542      2.  The 1965 World book year book :
49543
49544        Published by: Field Enterprises Educational Corp., , 628 p. : , 26
49545        cm.
49546        Copyright year: 1965
49547        Notes : Includes index. | Spine title: Year book, 1965. | Cover
49548        title: The World book year book, 1965.
49549        URL:
49550        http://www.archive.org/details/1965worldbookyea00chic%20%7C%20http://www.openlibrary.org/books/OL24199089M
49551
49552        In online catalog:
49553        http://MYCATALOG/cgi-bin/koha/opac-detail.pl?biblionumber=88666
49554
49555        -----------------------------------------------------------------</programlisting></para>
49556     </section>
49557   </appendix>
49558
49559   <appendix id="kohacms">
49560     <title>Using Koha as a Content Management System (CMS)</title>
49561
49562     <para/>
49563
49564     <section id="kohacmssetup">
49565       <title>Setup</title>
49566
49567       <para>These are instructions for taking a default install of Koha and allowing it to function
49568         as a little content management system. This will allow a library to publish an arbitrary
49569         number of pages based on a template. This example uses the template for the main opac page,
49570         but you could just as well use any template you wish with a bit more editing. This may be
49571         appropriate if you have a small library, want to allow librarians to easily add pages, and
49572         do not want to support a complete CMS. </para>
49573
49574       <itemizedlist>
49575         <listitem>
49576           <para>Copy /usr/share/koha/opac/cgi-bin/opac/opac-main.pl to
49577             /usr/share/koha/opac/cgi-bin/opac/pages.pl (in the same directory) </para>
49578         </listitem>
49579
49580         <listitem>
49581           <para>Edit pages.pl in an editor</para>
49582         </listitem>
49583
49584         <listitem>
49585           <para>At approximately line 33 change this code: </para>
49586
49587           <programlisting>template_name  => "opac-main.tmpl",</programlisting>
49588         </listitem>
49589
49590         <listitem>
49591           <para>To this code:</para>
49592
49593           <programlisting>template_name  => "pages.tmpl", </programlisting>
49594         </listitem>
49595
49596         <listitem>
49597           <para>At approximately line 62 after this code: </para>
49598           <programlisting>$template->param(
49599            koha_news       => $all_koha_news,
49600            koha_news_count => $koha_news_count,
49601            display_daily_quote => C4::Context->preference('QuoteOfTheDay'),
49602            daily_quote         => $quote,
49603            );</programlisting>
49604         </listitem>
49605         <listitem>
49606           <para>Add these lines: </para>
49607           <programlisting>        my $page = "page_" . $input->param('p');          # go for "p" value in URL and do the concatenation
49608         my $preference = C4::Context->preference($page);  # Go for preference
49609         $template->{VARS}->{'page_test'} = $preference;   # pass variable to template pages.tt</programlisting>
49610         </listitem>
49611
49612         <listitem>
49613           <para>Note pages.pl file must have Webserver user execution permissions, you can use
49614               <ulink url="http://en.wikipedia.org/wiki/Chmod">chmod</ulink> command if you are
49615             actually logged in as such user:
49616             <programlisting>        $chmod 755 pages.pl</programlisting></para>
49617         </listitem>
49618
49619         <listitem>
49620           <para>In the browser go to Home &gt; Administration &gt; System Preferences &gt; Local Use and add
49621             a New Preference called "page_test" </para>
49622         </listitem>
49623
49624         <listitem>
49625           <para>Fill it out as so</para>
49626
49627           <itemizedlist>
49628             <listitem>
49629               <para>Explanation: test page for pages tiny cms</para>
49630             </listitem>
49631
49632             <listitem>
49633               <para>Variable: page_test</para>
49634             </listitem>
49635
49636             <listitem>
49637               <para>Value: Lorem ipsum</para>
49638             </listitem>
49639
49640             <listitem>
49641               <para>Click the TextArea link (or enter "TextArea" into the
49642               input field below it)</para>
49643             </listitem>
49644
49645             <listitem>
49646               <para>variable options (last field): 80|50</para>
49647             </listitem>
49648           </itemizedlist>
49649         </listitem>
49650
49651         <listitem>
49652           <para>In a browser go to http://youraddress/cgi-bin/koha/pages.pl?p=test The page should
49653             come up with the words "Lorem ipsum" in the main content area of the page. (replace
49654             "youraddress" with localhost, 127.0.0.1, or your domain name depending on how you have
49655             Apache set up.) </para>
49656         </listitem>
49657
49658         <listitem>
49659           <para>To add more pages simply create a system preference where the title begins with
49660             "page_" followed by any arbitrary letters. You can add any markup you want as the value
49661             of the field. Reference the new page by changing the value of the "p" parameter in the
49662             URL. </para>
49663         </listitem>
49664       </itemizedlist>
49665       <para>To learn more visit the Koha wiki page on this topic: <ulink url="http://wiki.koha-community.org/wiki/Koha_as_a_CMS">http://wiki.koha-community.org/wiki/Koha_as_a_CMS</ulink></para>
49666       <section id="kohacmstmpl">
49667         <title>Editing the pages template</title>
49668         <para>The file to create / edit for the pages template will depend on your <link
49669             linkend="opacthemes">opacthemes</link> system preference setting </para>
49670         <section id="kohacmstmplboot">
49671           <title>Editing 'bootstrap' theme template (current)</title>
49672           <itemizedlist>
49673             <listitem>
49674               <para>Copy /usr/share/koha/opac/htdocs/opac-tmpl/bootstrap/en/modules/opac-main.tt to /usr/share/koha/opac/htdocs/opac-tmpl/bootstrap/en/modules/pages.tt</para>
49675             </listitem>
49676             <listitem>
49677               <para>Edit /usr/share/koha/opac/htdocs/opac-tmpl/bootstrap/en/modules/pages.tt</para>
49678             </listitem>
49679             <listitem>
49680               <para>At approximately line 61, change this:
49681                 <programlisting>        [% IF ( OpacMainUserBlock ) %]&lt;div id="opacmainuserblock">[% OpacMainUserBlock %]&lt;/div>[% END %]</programlisting></para>
49682             </listitem>
49683             <listitem>
49684               <para>To this:
49685                 <programlisting>        [% IF ( page_test ) %]&lt;div id="opacmainuserblock">[% page_test %]&lt;/div>[% END %]</programlisting></para>
49686             </listitem>
49687           </itemizedlist>
49688           <para>Remark: You may wish to disable your News block of these CMS style pages e.g. when you do not want it displayed on the CMS style pages or where the News block is long enough that it actually makes the 'page_test' include scroll outside the default viewport dimensions. In that case, remove the following code from your pages.tt template.
49689             <programlisting>
49690                       [% IF ( koha_news_count ) %]
49691                       &lt;div id="news">
49692                       &lt;table class="table table-bordered">
49693                       [% FOREACH koha_new IN koha_news %]
49694                         &lt;thead>&lt;tr>&lt;th>[% koha_new.title %]&lt;/th>&lt;/tr>&lt;/thead>
49695                         &lt;tbody>&lt;tr>&lt;td>&lt;p>[% koha_new.new %]&lt;/p>
49696                         &lt;p class="newsfooter">&lt;i>(published on [% koha_new.newdate %])&lt;/i>&lt;/p>&lt;/td>&lt;/tr>&lt;/tbody>
49697                       [% END %]
49698                       &lt;/table>
49699                       &lt;/div>
49700                      [% END %]
49701             </programlisting>
49702           </para>
49703         </section>
49704       </section>
49705       <section id="kohacmstrouble">
49706         <title>Troubleshooting</title>
49707
49708         <para>If you have problems check file permissions on pages.pl and
49709         pages.tmpl. They should have the same user and group as other Koha
49710         files like opac-main.pl.</para>
49711       </section>
49712
49713       <section id="kohacmsbonus">
49714         <title>Bonus Points</title>
49715
49716         <para>Instead of using the address
49717         http://youraddress/cgi-bin/koha/pages.pl?p=test you can shorten it to
49718         http://youraddress/pages.pl?p=test Just open up
49719         /etc/koha/koha-httpd.conf and add the follow at about line
49720         13:<programlisting>ScriptAlias /pages.pl "/usr/share/koha/opac/cgi-bin/opac/pages.pl" </programlisting></para>
49721
49722         <para>Then restart Apache.</para>
49723       </section>
49724     </section>
49725
49726     <section id="kohacmsusage">
49727       <title>Usage</title>
49728
49729       <para>After setting up Koha as a CMS you can create new pages following
49730       these instructions:</para>
49731
49732       <section id="kohacmspages">
49733         <title>Adding Pages</title>
49734
49735         <para>To add a new page you need to add a system preference under
49736         Local Use.</para>
49737
49738         <itemizedlist>
49739           <listitem>
49740             <para>Get there: More &gt; Administration &gt; Global System
49741             Preferences &gt; Local Use</para>
49742           </listitem>
49743
49744           <listitem>
49745             <para>Click 'New Preference'</para>
49746           </listitem>
49747
49748           <listitem>
49749             <para>Enter in a description in the Explanation field</para>
49750           </listitem>
49751
49752           <listitem>
49753             <para>Enter a value that starts with 'page_' in the Variable
49754             field</para>
49755           </listitem>
49756
49757           <listitem>
49758             <para>Enter starting HTML in the Value field</para>
49759
49760             <screenshot>
49761               <screeninfo>Add a new preference</screeninfo>
49762
49763               <mediaobject>
49764                 <imageobject>
49765                   <imagedata fileref="images/appendix-cms/newpreference.png"/>
49766                 </imageobject>
49767               </mediaobject>
49768             </screenshot>
49769           </listitem>
49770
49771           <listitem>
49772             <para>Set the Variable Type to Textarea</para>
49773           </listitem>
49774
49775           <listitem>
49776             <para>Set the Variable options to something like 20|20 for 20 rows
49777             and 20 columns</para>
49778
49779             <screenshot>
49780               <screeninfo>Settings for the new preference</screeninfo>
49781
49782               <mediaobject>
49783                 <imageobject>
49784                   <imagedata fileref="images/appendix-cms/newpref-settings.png"/>
49785                 </imageobject>
49786               </mediaobject>
49787             </screenshot>
49788           </listitem>
49789         </itemizedlist>
49790       </section>
49791
49792       <section id="kohacmsview">
49793         <title>Viewing your page</title>
49794
49795         <para>You can view your new page at
49796         http://YOUR-OPAC/cgi-bin/koha/pages.pl?p=PAGENAME where PAGENAME is
49797         the part you entered after 'page_' in the Variable field.</para>
49798       </section>
49799
49800       <section id="kohacmsexpage">
49801         <title>Example</title>
49802
49803         <para>This process can be used to create recommended reading lists
49804         within Koha. So once the code changes have been made per the
49805         instructions on 'Koha as a CMS' you go through the 'Adding a New Page'
49806         instructions above to great a page for 'Recommended Reading
49807         Lists'</para>
49808
49809         <screenshot>
49810           <screeninfo>Create page by modifying a system
49811           preference</screeninfo>
49812
49813           <mediaobject>
49814             <imageobject>
49815               <imagedata fileref="images/appendix-cms/recommendedreading.png"/>
49816             </imageobject>
49817           </mediaobject>
49818         </screenshot>
49819
49820         <para>Next we need to create pages for our various classes (or
49821         categories). To do this, return to the 'Adding a New Page' section and
49822         create a preference for the first class.</para>
49823
49824         <screenshot>
49825           <screeninfo>Add a new sys pref for another page</screeninfo>
49826
49827           <mediaobject>
49828             <imageobject>
49829               <imagedata fileref="images/appendix-cms/class101-pref.png"/>
49830             </imageobject>
49831           </mediaobject>
49832         </screenshot>
49833
49834         <para>Next you'll want to link your first page to your new second
49835         page, go to the page_recommend preference and click 'Edit.' Now you
49836         want to edit the HTML to include a link to your newest page:</para>
49837
49838         <screenshot>
49839           <screeninfo>Edit original preference to add new page</screeninfo>
49840
49841           <mediaobject>
49842             <imageobject>
49843               <imagedata fileref="images/appendix-cms/editrecommendpref.png"/>
49844             </imageobject>
49845           </mediaobject>
49846         </screenshot>
49847       </section>
49848
49849       <section id="examplecms">
49850         <title>Live Examples</title>
49851
49852         <itemizedlist>
49853           <listitem>
49854             <para>The Crawford Library at Dallas Christian College is using
49855             this method for their recommended reading lists: <ulink url="http://opac.dallas.edu/">http://opac.dallas.edu/</ulink></para>
49856           </listitem>
49857         </itemizedlist>
49858       </section>
49859     </section>
49860   </appendix>
49861
49862   <appendix id="resetkohadb">
49863     <title>Resetting the Koha Database</title>
49864
49865     <para>These notes on how to reset the database for Koha were derived from the following email
49866       thread: <ulink
49867         url="http://lists.koha-community.org/pipermail/koha-devel/2009-January/008939.html"
49868         >http://lists.koha-community.org/pipermail/koha-devel/2009-January/008939.html</ulink> and
49869         <ulink url="http://lists.katipo.co.nz/public/koha/2014-June/039701.html"
49870         >http://lists.katipo.co.nz/public/koha/2014-June/039701.html</ulink>
49871     </para>
49872
49873     <para>Resetting the database may be useful if you install Koha with the
49874     sample data, and then wish to use real data without reinstalling the
49875     software.</para>
49876
49877     <section id="deletetables">
49878       <title>Delete sample data from Tables</title>
49879       <para>Use your preferred MySQL client to <ulink
49880           url="http://dev.mysql.com/doc/refman/5.5/en/delete.html">delete</ulink> the following
49881         tables:</para>
49882       <itemizedlist>
49883         <listitem>
49884           <para>bibio</para>
49885         </listitem>
49886         <listitem>
49887           <para>biblioitems</para>
49888         </listitem>
49889         <listitem>
49890           <para>items</para>
49891         </listitem>
49892         <listitem>
49893           <para>auth_header</para>
49894         </listitem>
49895         <listitem>
49896           <para>sessions</para>
49897         </listitem>
49898         <listitem>
49899           <para>zebraqueue</para>
49900         </listitem>
49901       </itemizedlist>
49902       <para>
49903           You may need to disable foreign key checks to delete data from same tables. For instructions follow this thread:
49904           <ulink url="https://lists.katipo.co.nz/pipermail/koha/2013-July/036853.html">https://lists.katipo.co.nz/pipermail/koha/2013-July/036853.html</ulink>.
49905       </para>
49906     </section>
49907
49908     <section id="resetzebra">
49909       <title>Reset the Zebra Index</title>
49910
49911       <para>Run the following commands to reset the authorities and biblios
49912       Zebra indices. <programlisting>$ zebraidx -c /etc/koha/zebradb/zebra-authorities-dom.cfg -g iso2709 -d authorities init
49913 $ zebraidx -c /etc/koha/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init </programlisting></para>
49914       <para>If you are running a package install then you'll want to run the following commands to
49915         reset the authorities and biblios Zebra indices
49916         instead:<programlisting>$ sudo zebraidx -c /etc/koha/sites/YOURLIBRARY/zebra-authorities-dom.cfg  -g iso2709 -d authorities init
49917 $ sudo zebraidx -c /etc/koha/sites/YOURLIBRARY/zebra-biblios.cfg  -g iso2709 -d biblios init </programlisting></para>
49918       <para>Replacing YOURLIBRARY with your Koha installation name.</para>
49919     </section>
49920   </appendix>
49921
49922   <appendix id="importantlinks">
49923     <title>Important Links</title>
49924
49925     <para/>
49926
49927     <section id="koharelatedlinks">
49928       <title>Koha Related</title>
49929
49930       <itemizedlist>
49931         <listitem>
49932           <para>Report Koha Bugs - <ulink url="http://bugs.koha-community.org">http://bugs.koha-community.org</ulink></para>
49933         </listitem>
49934
49935         <listitem>
49936           <para>Koha Versioning Control - <ulink url="http://git.koha-community.org/">http://git.koha-community.org/</ulink></para>
49937         </listitem>
49938
49939         <listitem>
49940           <para>Database Structure - <ulink url="http://schema.koha-community.org"
49941               >http://schema.koha-community.org</ulink></para>
49942         </listitem>
49943         <listitem>
49944           <para>Koha Community Statistics - <ulink url="http://hea.koha-community.org"
49945               >http://hea.koha-community.org</ulink></para>
49946         </listitem>
49947
49948         <listitem>
49949           <para>Koha as a CMS - <ulink url="http://wiki.koha-community.org/wiki/Koha_as_a_CMS">http://wiki.koha-community.org/wiki/Koha_as_a_CMS</ulink></para>
49950         </listitem>
49951
49952         <listitem>
49953           <para>Kyles's Koha Tools - <ulink url="http://kylehall.info/index.php/projects/koha/"
49954               >http://kylehall.info/index.php/projects/koha/</ulink></para>
49955         </listitem>
49956
49957         <listitem>
49958           <para>Koha Bibliography - <ulink url="http://www.zotero.org/groups/koha">http://www.zotero.org/groups/koha</ulink></para>
49959         </listitem>
49960
49961         <listitem>
49962           <para>Koha Shared Links - <ulink url="http://groups.diigo.com/group/everything-koha">http://groups.diigo.com/group/everything-koha</ulink></para>
49963         </listitem>
49964       </itemizedlist>
49965     </section>
49966     <section id="circrelatedlinks">
49967       <title>Circulation Related</title>
49968       <itemizedlist>
49969         <listitem>
49970           <para>Koha Desktop Offline Circulation: <ulink
49971               url="https://github.com/bywatersolutions/koha-offline-circulation/releases"
49972               >https://github.com/bywatersolutions/koha-offline-circulation/releases</ulink></para>
49973         </listitem>
49974         <listitem>
49975           <para>Koha Firefox Offline Circulation: <ulink
49976               url="https://addons.mozilla.org/en-US/firefox/addon/koct/"
49977               >https://addons.mozilla.org/en-US/firefox/addon/koct/</ulink>
49978           </para>
49979         </listitem>
49980       </itemizedlist>
49981     </section>
49982
49983     <section id="catalogrelatedlinks">
49984       <title>Cataloging Related</title>
49985
49986       <itemizedlist>
49987         <listitem>
49988           <para>Koha MARC Tutorials - <ulink url="http://www.pakban.net/brooke/">http://www.pakban.net/brooke/</ulink></para>
49989         </listitem>
49990
49991         <listitem>
49992           <para>IRSpy Open Z39.50 Server Search - <ulink url="http://irspy.indexdata.com/"
49993               >http://irspy.indexdata.com/</ulink></para>
49994         </listitem>
49995
49996         <listitem>
49997           <para>Z39.50 Server List - <ulink
49998               url="http://staff.library.mun.ca/staff/toolbox/z3950hosts.htm"
49999               >http://staff.library.mun.ca/staff/toolbox/z3950hosts.htm</ulink></para>
50000         </listitem>
50001         <listitem>
50002           <para>Open Koha Z39.50 Targets - <ulink
50003               url="http://wiki.koha-community.org/wiki/Koha_Open_Z39.50_Sources"
50004               >http://wiki.koha-community.org/wiki/Koha_Open_Z39.50_Sources</ulink></para>
50005         </listitem>
50006
50007         <listitem>
50008           <para>Library of Congress Authorities - <ulink url="http://authorities.loc.gov/">http://authorities.loc.gov/</ulink></para>
50009         </listitem>
50010
50011         <listitem>
50012           <para>MARC Country Codes - <ulink url="http://www.loc.gov/marc/countries/">http://www.loc.gov/marc/countries/</ulink></para>
50013         </listitem>
50014
50015         <listitem>
50016           <para>Search the MARC Code List for Organizations - <ulink url="http://www.loc.gov/marc/organizations/org-search.php">http://www.loc.gov/marc/organizations/org-search.php</ulink></para>
50017         </listitem>
50018
50019         <listitem>
50020           <para>Search for Canadian MARC Codes - <ulink url="http://www.collectionscanada.gc.ca/illcandir-bin/illsear/l=0/c=1">http://www.collectionscanada.gc.ca/illcandir-bin/illsear/l=0/c=1</ulink></para>
50021         </listitem>
50022
50023         <listitem>
50024           <para>Z39.50 Bib-1 Attribute - <ulink url="http://www.loc.gov/z3950/agency/defns/bib1.html">http://www.loc.gov/z3950/agency/defns/bib1.html</ulink></para>
50025         </listitem>
50026       </itemizedlist>
50027     </section>
50028
50029     <section id="enhancedcontentlinks">
50030       <title>Enhanced Content Related</title>
50031
50032       <itemizedlist>
50033         <listitem>
50034           <para>Amazon Associates - <ulink url="https://affiliate-program.amazon.com/">https://affiliate-program.amazon.com</ulink></para>
50035         </listitem>
50036
50037         <listitem>
50038           <para>Amazon Web Services - <ulink url="http://aws.amazon.com">http://aws.amazon.com</ulink></para>
50039         </listitem>
50040
50041         <listitem>
50042           <para>WorldCat Affiliate Tools - <ulink url="http://www.worldcat.org/wcpa/do/AffiliateUserServices?method=initSelfRegister">http://www.worldcat.org/wcpa/do/AffiliateUserServices?method=initSelfRegister</ulink></para>
50043         </listitem>
50044
50045         <listitem>
50046           <para>XISBN - <ulink url="http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp">http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp</ulink></para>
50047         </listitem>
50048
50049         <listitem>
50050           <para>LibraryThing for Libraries - <ulink url="http://www.librarything.com/forlibraries">http://www.librarything.com/forlibraries</ulink></para>
50051         </listitem>
50052       </itemizedlist>
50053     </section>
50054
50055     <section id="opaclinks">
50056       <title>Design Related</title>
50057
50058       <itemizedlist>
50059         <listitem>
50060           <para>JQuery Library - <ulink url="http://wiki.koha-community.org/wiki/JQuery_Library"
50061               >http://wiki.koha-community.org/wiki/JQuery_Library</ulink></para>
50062         </listitem>
50063         <listitem>
50064           <para>HTML &amp; CSS Library - <ulink
50065               url="http://wiki.koha-community.org/wiki/HTML_%26_CSS_Library"
50066               >http://wiki.koha-community.org/wiki/HTML_%26_CSS_Library</ulink></para>
50067         </listitem>
50068
50069         <listitem>
50070           <para>Owen Leonard's Koha Blog - <ulink url="http://www.myacpl.org/koha">http://www.myacpl.org/koha</ulink></para>
50071         </listitem>
50072       </itemizedlist>
50073     </section>
50074
50075     <section id="reportlinks">
50076       <title>Reports Related</title>
50077
50078       <itemizedlist>
50079         <listitem>
50080           <para>SQL Reports Library - <ulink url="http://wiki.koha-community.org/wiki/SQL_Reports_Library">http://wiki.koha-community.org/wiki/SQL_Reports_Library</ulink></para>
50081         </listitem>
50082
50083         <listitem>
50084           <para>Database Schema - <ulink url="http://schema.koha-community.org">http://schema.koha-community.org</ulink></para>
50085         </listitem>
50086
50087         <listitem>
50088           <para>Sample reports from NEKLS - <ulink
50089               url="http://www.nexpresslibrary.org/training/reports-training/"
50090               >http://www.nexpresslibrary.org/training/reports-training/</ulink></para>
50091         </listitem>
50092       </itemizedlist>
50093     </section>
50094
50095     <section id="installlinks">
50096       <title>Installation Guides</title>
50097
50098       <itemizedlist>
50099         <listitem>
50100           <para>Installing Koha 3 on Ubuntu - <ulink url="http://www.blazingmoon.org/guides/k3-on-u810-1.html">http://www.blazingmoon.org/guides/k3-on-u810-1.html</ulink></para>
50101         </listitem>
50102
50103         <listitem>
50104           <para>Koha on Debian installation documentation - <ulink url="http://openlib.org/home/krichel/courses/lis508/doc/koha_installation_overview.html">http://openlib.org/home/krichel/courses/lis508/doc/koha_installation_overview.html</ulink></para>
50105         </listitem>
50106
50107         <listitem>
50108           <para>Koha 3.2 on Debian Squeeze - <ulink url="http://wiki.koha-community.org/wiki/Koha_3.2_on_Debian_Squeeze">http://wiki.koha-community.org/wiki/Koha_3.2_on_Debian_Squeeze</ulink></para>
50109         </listitem>
50110       </itemizedlist>
50111     </section>
50112
50113     <section id="misclinks">
50114       <title>Misc</title>
50115
50116       <itemizedlist>
50117         <listitem>
50118           <para>Zotero - <ulink url="http://zotero.org">http://zotero.org</ulink></para>
50119         </listitem>
50120
50121         <listitem>
50122           <para>SOPAC - <ulink url="http://thesocialopac.net/">http://thesocialopac.net</ulink></para>
50123         </listitem>
50124       </itemizedlist>
50125     </section>
50126   </appendix>
50127
50128   <appendix id="XSLTiTypes">
50129     <title>Koha XSLT Item Types</title>
50130
50131     <para>When you have any of the XSLT system preferences (<link linkend="OPACXSLTDetailsDisplay"
50132         >OPACXSLTDetailsDisplay</link>, <link linkend="OPACXSLTResultsDisplay"
50133         >OPACXSLTResultsDisplay</link>, <link linkend="XSLTDetailsDisplay"
50134       >XSLTDetailsDisplay</link>, and/or <link linkend="XSLTResultsDisplay"
50135         >XSLTResultsDisplay</link>) along with the <link linkend="DisplayOPACiconsXSLT"
50136         >DisplayOPACiconsXSLT</link> and <link linkend="DisplayIconsXSLT">DisplayIconsXSLT</link>
50137       preferences turned on you will see item type icons on the related screen. <important>
50138         <para>These images are coming from values found in your leader, if your leader is not
50139           cataloged properly it might be best to turn off the <link linkend="DisplayOPACiconsXSLT"
50140             >DisplayOPACiconsXSLT</link> preference (which can be done while leaving the other XSLT
50141           preferences turned on).</para>
50142       </important></para>
50143
50144     <screenshot>
50145       <screeninfo>Book image</screeninfo>
50146
50147       <mediaobject>
50148         <imageobject>
50149           <imagedata fileref="images/appendix-xslt/book.png"/>
50150         </imageobject>
50151       </mediaobject>
50152     </screenshot>
50153
50154     <itemizedlist>
50155       <listitem>
50156         <para>Book [BK]</para>
50157
50158         <itemizedlist>
50159           <listitem>
50160             <para>leader6 = a (and one of the leader7 values below)</para>
50161
50162             <itemizedlist>
50163               <listitem>
50164                 <para>leader7 = a</para>
50165               </listitem>
50166
50167               <listitem>
50168                 <para>leader7 = c</para>
50169               </listitem>
50170
50171               <listitem>
50172                 <para>leader7 = d</para>
50173               </listitem>
50174
50175               <listitem>
50176                 <para>leader7 = m</para>
50177               </listitem>
50178             </itemizedlist>
50179           </listitem>
50180
50181           <listitem>
50182             <para>leader6 = t</para>
50183           </listitem>
50184         </itemizedlist>
50185       </listitem>
50186     </itemizedlist>
50187
50188     <screenshot>
50189       <screeninfo>Computer Image</screeninfo>
50190
50191       <mediaobject>
50192         <imageobject>
50193           <imagedata fileref="images/appendix-xslt/comp.png"/>
50194         </imageobject>
50195       </mediaobject>
50196     </screenshot>
50197
50198     <itemizedlist>
50199       <listitem>
50200         <para>Computer File [CF]</para>
50201
50202         <itemizedlist>
50203           <listitem>
50204             <para>leader6 = m</para>
50205           </listitem>
50206         </itemizedlist>
50207       </listitem>
50208     </itemizedlist>
50209
50210     <screenshot>
50211       <screeninfo>Continuing Resource Image</screeninfo>
50212
50213       <mediaobject>
50214         <imageobject>
50215           <imagedata fileref="images/appendix-xslt/cr.png"/>
50216         </imageobject>
50217       </mediaobject>
50218     </screenshot>
50219
50220     <itemizedlist>
50221       <listitem>
50222         <para>Continuing Resource [CR]</para>
50223
50224         <itemizedlist>
50225           <listitem>
50226             <para>leader7 = b</para>
50227           </listitem>
50228
50229           <listitem>
50230             <para>leader7 = i</para>
50231           </listitem>
50232
50233           <listitem>
50234             <para>leader7 = s</para>
50235           </listitem>
50236         </itemizedlist>
50237       </listitem>
50238     </itemizedlist>
50239
50240     <screenshot>
50241       <screeninfo>Map Image</screeninfo>
50242
50243       <mediaobject>
50244         <imageobject>
50245           <imagedata fileref="images/appendix-xslt/map.png"/>
50246         </imageobject>
50247       </mediaobject>
50248     </screenshot>
50249
50250     <itemizedlist>
50251       <listitem>
50252         <para>Map [MP]</para>
50253
50254         <itemizedlist>
50255           <listitem>
50256             <para>leader6 = e</para>
50257           </listitem>
50258
50259           <listitem>
50260             <para>leader6 = f</para>
50261           </listitem>
50262         </itemizedlist>
50263       </listitem>
50264     </itemizedlist>
50265
50266     <screenshot>
50267       <screeninfo>Mixed Materials Image</screeninfo>
50268
50269       <mediaobject>
50270         <imageobject>
50271           <imagedata fileref="images/appendix-xslt/mixed.png"/>
50272         </imageobject>
50273       </mediaobject>
50274     </screenshot>
50275
50276     <itemizedlist>
50277       <listitem>
50278         <para>Mixed [MX]</para>
50279
50280         <itemizedlist>
50281           <listitem>
50282             <para>leader6 = p</para>
50283           </listitem>
50284         </itemizedlist>
50285       </listitem>
50286     </itemizedlist>
50287
50288     <screenshot>
50289       <screeninfo>Sound Image</screeninfo>
50290
50291       <mediaobject>
50292         <imageobject>
50293           <imagedata fileref="images/appendix-xslt/sound.png"/>
50294         </imageobject>
50295       </mediaobject>
50296     </screenshot>
50297
50298     <itemizedlist>
50299       <listitem>
50300         <para>Sound [MU]</para>
50301
50302         <itemizedlist>
50303           <listitem>
50304             <para>leader6 = c</para>
50305           </listitem>
50306
50307           <listitem>
50308             <para>leader6 = d</para>
50309           </listitem>
50310
50311           <listitem>
50312             <para>leader6 = i</para>
50313           </listitem>
50314
50315           <listitem>
50316             <para>leader6 = j</para>
50317           </listitem>
50318         </itemizedlist>
50319       </listitem>
50320     </itemizedlist>
50321
50322     <screenshot>
50323       <screeninfo>Visual Material Image</screeninfo>
50324
50325       <mediaobject>
50326         <imageobject>
50327           <imagedata fileref="images/appendix-xslt/visual.png"/>
50328         </imageobject>
50329       </mediaobject>
50330     </screenshot>
50331
50332     <itemizedlist>
50333       <listitem>
50334         <para>Visual Material [VM]</para>
50335
50336         <itemizedlist>
50337           <listitem>
50338             <para>leader6 = g</para>
50339           </listitem>
50340
50341           <listitem>
50342             <para>leader6 = k</para>
50343           </listitem>
50344
50345           <listitem>
50346             <para>leader6 = r</para>
50347           </listitem>
50348         </itemizedlist>
50349       </listitem>
50350     </itemizedlist>
50351
50352     <screenshot>
50353       <screeninfo>Kit Image</screeninfo>
50354
50355       <mediaobject>
50356         <imageobject>
50357           <imagedata fileref="images/appendix-xslt/kit.png"/>
50358         </imageobject>
50359       </mediaobject>
50360     </screenshot>
50361
50362     <itemizedlist>
50363       <listitem>
50364         <para>Kit</para>
50365
50366         <itemizedlist>
50367           <listitem>
50368             <para>leader6 = o</para>
50369           </listitem>
50370         </itemizedlist>
50371       </listitem>
50372     </itemizedlist>
50373   </appendix>
50374
50375   <appendix id="marcedit">
50376     <title>MarcEdit</title>
50377
50378     <para>Many libraries like to use MarcEdit for modifications or data cleanup. If you'd like to do
50379       this you will need to download it at: <ulink url="http://marcedit.reeset.net/"
50380         >http://marcedit.reeset.net/</ulink><important>
50381         <para>Many of the actions described in this chapter can be done in Koha using <link
50382             linkend="marcmodtemplates">Marc Modification Templates</link>, but this section is here
50383           for those who are used to MarcEdit.</para>
50384       </important></para>
50385
50386     <section id="marceditprefix">
50387       <title>Adding a prefix to call numbers</title>
50388
50389       <para>When bringing data into Koha, you may want to first clean it up.
50390       One common action among Koha users is to add a prefix to the call
50391       number.</para>
50392
50393       <itemizedlist>
50394         <listitem>
50395           <para>Open MarcEdit</para>
50396
50397           <screenshot>
50398             <screeninfo>MarcEdit</screeninfo>
50399
50400             <mediaobject>
50401               <imageobject>
50402                 <imagedata fileref="images/appendix-marcedit/marcedit.png"/>
50403               </imageobject>
50404             </mediaobject>
50405           </screenshot>
50406         </listitem>
50407
50408         <listitem>
50409           <para>Click 'MarcEditor'</para>
50410         </listitem>
50411
50412         <listitem>
50413           <para>Go to Tools &gt; Edit Subfield Data</para>
50414
50415           <screenshot>
50416             <screeninfo>Edit subfield data</screeninfo>
50417
50418             <mediaobject>
50419               <imageobject>
50420                 <imagedata fileref="images/appendix-marcedit/marcedit-editsubfield.png"/>
50421               </imageobject>
50422             </mediaobject>
50423           </screenshot>
50424         </listitem>
50425
50426         <listitem>
50427           <para>To prepend data the special character is: ^b  To simply
50428           prepend data to the beginning of a subfield, add ^b to the Field
50429           Data: textbox and the data to be appended in the Replace</para>
50430
50431           <screenshot>
50432             <screeninfo>Prepend data to a field</screeninfo>
50433
50434             <mediaobject>
50435               <imageobject>
50436                 <imagedata fileref="images/appendix-marcedit/editsubfield.png"/>
50437               </imageobject>
50438             </mediaobject>
50439           </screenshot>
50440
50441           <itemizedlist>
50442             <listitem>
50443               <para>To prepend data to the beginning of the subfield while
50444               replacing a text string, add ^b[string to replace] to the Field
50445               Data textbox and the data to be appended in the Replace With
50446               textbox.</para>
50447             </listitem>
50448           </itemizedlist>
50449         </listitem>
50450       </itemizedlist>
50451     </section>
50452
50453     <section id="marceditexcel">
50454       <sectioninfo>
50455         <authorgroup>
50456           <author>
50457             <firstname>Kanika</firstname>
50458             <surname>Goyal</surname>
50459             <affiliation>
50460               <orgname>Delhi Technological University</orgname>
50461             </affiliation>
50462           </author>
50463
50464           <editor>
50465             <firstname>Nicole C.</firstname>
50466             <surname>Engard</surname>
50467             <contrib>Edits where necessary.</contrib>
50468           </editor>
50469         </authorgroup>
50470
50471         <pubdate>2010</pubdate>
50472
50473         <bibliosource><ulink url="http://www.botskool.com/geeks/how-import-excel-data-koha">http://www.botskool.com/geeks/how-import-excel-data-koha</ulink></bibliosource>
50474       </sectioninfo>
50475       <title>Importing Excel data into Koha</title>
50476
50477       <para>Suppose you have records of your library in excel data sheet
50478       format and want them to import into Koha. But how will you do this? Koha
50479       will not let you import excel records directly. Well here is a very
50480       simple solution for you which will let you import your excel records in
50481       Koha easily. First, we will convert excel file into Marc file and then
50482       will import it into Koha.</para>
50483
50484       <para>Follow the given steps to import your excel records into
50485       Koha</para>
50486
50487       <section id="convertexcel">
50488         <title>Converting from Excel format into .mrk format</title>
50489
50490         <para>First, we will convert excel format into .mrk format. For this we will use MarcEdit.
50491           You can download it from <ulink url="http://marcedit.reeset.net/"
50492             >http://marcedit.reeset.net/</ulink></para>
50493
50494         <para>Now open it and select Add-ins--&gt;Delimited Text
50495         Translator.</para>
50496
50497         <screenshot>
50498           <screeninfo>Delimited Text Translator</screeninfo>
50499
50500           <mediaobject>
50501             <imageobject>
50502               <imagedata fileref="images/appendix-marcedit/excelimport/step-1.png"/>
50503             </imageobject>
50504           </mediaobject>
50505         </screenshot>
50506
50507         <para>Click Next when the following window appears.</para>
50508
50509         <screenshot>
50510           <screeninfo>Delimited Text Translator</screeninfo>
50511
50512           <mediaobject>
50513             <imageobject>
50514               <imagedata fileref="images/appendix-marcedit/excelimport/step-2.png"/>
50515             </imageobject>
50516           </mediaobject>
50517         </screenshot>
50518
50519         <para>Browse for your excel file.</para>
50520
50521         <screenshot>
50522           <screeninfo>Delimited Text Translator</screeninfo>
50523
50524           <mediaobject>
50525             <imageobject>
50526               <imagedata fileref="images/appendix-marcedit/excelimport/step-3.png"/>
50527             </imageobject>
50528           </mediaobject>
50529         </screenshot>
50530
50531         <para>Locate your excel file by choosing the format Excel
50532         File(*.xls).</para>
50533
50534         <screenshot>
50535           <screeninfo>Delimited Text Translator</screeninfo>
50536
50537           <mediaobject>
50538             <imageobject>
50539               <imagedata fileref="images/appendix-marcedit/excelimport/step-4.png"/>
50540             </imageobject>
50541           </mediaobject>
50542         </screenshot>
50543
50544         <para>Similarly, fill all the other entries such as Output File, Excel
50545         Sheet Name and check UTF-8 Encoded (if required) and Click
50546         Next.</para>
50547
50548         <screenshot>
50549           <screeninfo>Delimited Text Translator</screeninfo>
50550
50551           <mediaobject>
50552             <imageobject>
50553               <imagedata fileref="images/appendix-marcedit/excelimport/step-5.png"/>
50554             </imageobject>
50555           </mediaobject>
50556         </screenshot>
50557
50558         <para>Now you will be prompted for mapping the fields to recognise the
50559         fields by standard marc format.</para>
50560
50561         <para>Suppose for Field 0 that is first column I entered Map to:
50562         022$a( Valid ISSN for the continuing resource) and then click on
50563         Apply.</para>
50564
50565         <screenshot>
50566           <screeninfo>Delimited Text Translator</screeninfo>
50567
50568           <mediaobject>
50569             <imageobject>
50570               <imagedata fileref="images/appendix-marcedit/excelimport/step-6.png"/>
50571             </imageobject>
50572           </mediaobject>
50573         </screenshot>
50574
50575         <note>
50576           <para>You can customize Indicators and all other things, for more
50577           information on marc21 format visit the <ulink url="http://www.loc.gov/marc/bibliographic/">official library of
50578           congress site</ulink>.</para>
50579         </note>
50580
50581         <para>Similarly map all other fields and then Click on Finish.</para>
50582
50583         <screenshot>
50584           <screeninfo>Delimited Text Translator</screeninfo>
50585
50586           <mediaobject>
50587             <imageobject>
50588               <imagedata fileref="images/appendix-marcedit/excelimport/step-7.png"/>
50589             </imageobject>
50590           </mediaobject>
50591         </screenshot>
50592
50593         <para>And then a window will appear indicating that your Marc Text
50594         File(*.mrk) has been created.</para>
50595
50596         <screenshot>
50597           <screeninfo>Delimited Text Translator</screeninfo>
50598
50599           <mediaobject>
50600             <imageobject>
50601               <imagedata fileref="images/appendix-marcedit/excelimport/step-8.png"/>
50602             </imageobject>
50603           </mediaobject>
50604         </screenshot>
50605
50606         <para>Click Close and we have created a .mrk file from .xls file in
50607         this step. You can view the file by double clicking on it.</para>
50608       </section>
50609
50610       <section id="convertmrk">
50611         <title>Convert .mrk file to .mrc</title>
50612
50613         <para>We will convert .mrk file that we have created in the above step
50614         into raw Marc format that can be directly imported into Koha.</para>
50615
50616         <para>For this again open MarcEdit and Select MARC Tools.</para>
50617
50618         <screenshot>
50619           <screeninfo>MARC Tools</screeninfo>
50620
50621           <mediaobject>
50622             <imageobject>
50623               <imagedata fileref="images/appendix-marcedit/excelimport/step-9.png"/>
50624             </imageobject>
50625           </mediaobject>
50626         </screenshot>
50627
50628         <para>Next Select MarcMaker to convert .mrk file into .mrc
50629         format.</para>
50630
50631         <screenshot>
50632           <screeninfo>MarcMaker</screeninfo>
50633
50634           <mediaobject>
50635             <imageobject>
50636               <imagedata fileref="images/appendix-marcedit/excelimport/step-10.png"/>
50637             </imageobject>
50638           </mediaobject>
50639         </screenshot>
50640
50641         <para>Locate your input file and name your output file. Then Click
50642         Execute.</para>
50643
50644         <screenshot>
50645           <screeninfo>MarcMaker</screeninfo>
50646
50647           <mediaobject>
50648             <imageobject>
50649               <imagedata fileref="images/appendix-marcedit/excelimport/step-11.png"/>
50650             </imageobject>
50651           </mediaobject>
50652         </screenshot>
50653
50654         <para>And it will show you the Result.</para>
50655
50656         <screenshot>
50657           <screeninfo>MarcMaker</screeninfo>
50658
50659           <mediaobject>
50660             <imageobject>
50661               <imagedata fileref="images/appendix-marcedit/excelimport/step-12.png"/>
50662             </imageobject>
50663           </mediaobject>
50664         </screenshot>
50665
50666         <para>Click Close and now we have raw Marc records with us (.mrc
50667         file).</para>
50668       </section>
50669
50670       <section id="importmrc">
50671         <title>Import .mrc into Koha</title>
50672
50673         <para>More information on importing records into Koha can be found in
50674         the '<link linkend="stagemarc">Stage MARC Records for Import</link>'
50675         section of this manual.</para>
50676
50677         <para>Finally we will import above created .mrc file into Koha.</para>
50678
50679         <para>Click on Tools in your Koha staff client.</para>
50680
50681         <screenshot>
50682           <screeninfo>Koha Staff Client</screeninfo>
50683
50684           <mediaobject>
50685             <imageobject>
50686               <imagedata fileref="images/appendix-marcedit/excelimport/step-13.png"/>
50687             </imageobject>
50688           </mediaobject>
50689         </screenshot>
50690
50691         <para>Next Click on Stage MARC Records for Import.</para>
50692
50693         <screenshot>
50694           <screeninfo>Stage MARC Records for Import</screeninfo>
50695
50696           <mediaobject>
50697             <imageobject>
50698               <imagedata fileref="images/appendix-marcedit/excelimport/step-14.png"/>
50699             </imageobject>
50700           </mediaobject>
50701         </screenshot>
50702
50703         <para>After this, choose your previously created .mrc file and click
50704         on Upload.</para>
50705
50706         <screenshot>
50707           <screeninfo>Stage File</screeninfo>
50708
50709           <mediaobject>
50710             <imageobject>
50711               <imagedata fileref="images/appendix-marcedit/excelimport/step-15.png"/>
50712             </imageobject>
50713           </mediaobject>
50714         </screenshot>
50715
50716         <para>You can also add comment about file and finally click on Stage
50717         For Import.</para>
50718
50719         <screenshot>
50720           <screeninfo>Stage for Import</screeninfo>
50721
50722           <mediaobject>
50723             <imageobject>
50724               <imagedata fileref="images/appendix-marcedit/excelimport/step-17.png"/>
50725             </imageobject>
50726           </mediaobject>
50727         </screenshot>
50728
50729         <para>When the import is done, you will get a result something like
50730         this</para>
50731
50732         <screenshot>
50733           <screeninfo>Staged Records Summary</screeninfo>
50734
50735           <mediaobject>
50736             <imageobject>
50737               <imagedata fileref="images/appendix-marcedit/excelimport/step-18.png"/>
50738             </imageobject>
50739           </mediaobject>
50740         </screenshot>
50741
50742         <para>Next, click on Manage staged records.</para>
50743
50744         <para>Here you can even change matching rules.</para>
50745
50746         <screenshot>
50747           <screeninfo>Manage Staged Records</screeninfo>
50748
50749           <mediaobject>
50750             <imageobject>
50751               <imagedata fileref="images/appendix-marcedit/excelimport/step-19.png"/>
50752             </imageobject>
50753           </mediaobject>
50754         </screenshot>
50755
50756         <para>Click on Import this batch into catalog when you are
50757         done.</para>
50758
50759         <para>Thats it. After all the records get imported, check Status and
50760         it should read "imported"</para>
50761
50762         <screenshot>
50763           <screeninfo>Finalize Import</screeninfo>
50764
50765           <mediaobject>
50766             <imageobject>
50767               <imagedata fileref="images/appendix-marcedit/excelimport/step-20.png"/>
50768             </imageobject>
50769           </mediaobject>
50770         </screenshot>
50771
50772         <para>You can even undo the Import operation.</para>
50773
50774         <para>And within few minutes, we have imported around 10,000 records
50775         in Koha</para>
50776       </section>
50777     </section>
50778   </appendix>
50779
50780   <appendix id="talkingtechappendix">
50781     <title>Talking Tech</title>
50782
50783     <para>Talking Tech I-tiva is a third party, proprietary, product that
50784     libraries can subscribe to. Learn more here: <ulink url="http://www.talkingtech.com/solutions/library">http://www.talkingtech.com/solutions/library</ulink>.</para>
50785
50786     <section id="talkingtechinstall">
50787       <title>Installation and Setup Instructions</title>
50788
50789       <para>Be sure you've run
50790       installer/data/mysql/atomicupdate/Bug-4246-Talking-Tech-itiva-phone-notifications.pl
50791       to install the required data pack (new syspref, notice placeholders and
50792       messaging transport preferences)</para>
50793
50794       <para>To use, <link linkend="TalkingTechItivaPhoneNotification">TalkingTechItivaPhoneNotification</link>
50795       syspref must be turned on.</para>
50796
50797       <para>If you wish to process PREOVERDUE or RESERVES messages, you'll
50798       need the <link linkend="EnhancedMessagingPreferences">EnhancedMessagingPreferences</link>
50799       system preference turned on, and patrons to have filled in a preference
50800       for receiving these notices by phone.</para>
50801
50802       <para>For OVERDUE messages, overdue notice triggers must be configured
50803       under Koha -&gt; Tools -&gt; <link linkend="noticetriggers">Overdue
50804       Notice Triggers</link>. Either branch-specific triggers or the default
50805       level triggers may be used (script will select whichever is
50806       appropriate).</para>
50807     </section>
50808
50809     <section id="talkingtechsend">
50810       <title>Sending Notices File</title>
50811
50812       <orderedlist>
50813         <listitem>
50814           <para>Add the <link linkend="talkingtechsendcron">TalkingTech_itiva_outbound.pl</link>
50815           script to your crontab</para>
50816         </listitem>
50817
50818         <listitem>
50819           <para>Add an FTP/SFTP or other transport method to send the output
50820           file to the I-tiva server</para>
50821         </listitem>
50822
50823         <listitem>
50824           <para>If you wish, archive the sent notices file in another
50825           directory after sending</para>
50826         </listitem>
50827       </orderedlist>
50828
50829       <para>Run TalkingTech_itiva_outbound.pl --help for more
50830       information</para>
50831     </section>
50832
50833     <section id="talkingtechreceive">
50834       <title>Receiving Results File</title>
50835
50836       <orderedlist>
50837         <listitem>
50838           <para>Add an FTP/SFTP or other transport method to send the Results
50839           file to a known directory on your Koha server</para>
50840         </listitem>
50841
50842         <listitem>
50843           <para>Add the <link linkend="talkingtechreceivecron">TalkingTech_itiva_inbound.pl</link>
50844           script to your crontab, aimed at that directory</para>
50845         </listitem>
50846
50847         <listitem>
50848           <para>If you wish, archive the results file in another directory
50849           after processing</para>
50850         </listitem>
50851       </orderedlist>
50852
50853       <para>Run TalkingTech_itiva_inbound.pl --help for more
50854       information</para>
50855     </section>
50856   </appendix>
50857   <appendix id="oclcappendix">
50858     <title>OCLC Connexion Gateway</title>
50859     <para>Koha can be set to work with the OCLC Connextion Gateway.  This allows libraries to use
50860       OCLC Connexion as their cataloging tool and simply send those records to Koha with a single
50861       click.  The following instructions will help you set up the OCLC Connexion Gateway, if you
50862       have a system administrator you will want to consult with them on this process.</para>
50863     <section id="oclckohasetup">
50864             <sectioninfo>
50865               <authorgroup>
50866                 <author>
50867                   <firstname>D. Ruth</firstname>
50868                   <surname>Bavousett</surname>
50869                   <affiliation>
50870                     <orgname>ByWater Solutions</orgname>
50871                   </affiliation>
50872                 </author>
50873
50874                 <editor>
50875                   <firstname>Nicole C.</firstname>
50876                   <surname>Engard</surname>
50877                 </editor>
50878               </authorgroup>
50879
50880           <pubdate>2012</pubdate>
50881         </sectioninfo>
50882       <title>Setting up OCLC service on Koha</title>
50883       <para>First, you'll need to create a file somewhere on your system with configuration
50884         information.  You could put this anywhere that is visible to the account that will be
50885         running the service. </para>
50886       <para>The file contains 11 lines. The first 6 will be about your Koha
50887         system:<programlisting>host: The IP address of your Koha server
50888 port: The port you want to use for the Connexion service. This port must be different from your SIP port, or any other service
50889 koha: The full URL of your staff client
50890 log: The location (full file specification) of your log for the service
50891 user: The default Koha username to use for importing
50892 password: The password that goes with that username</programlisting></para>
50893       <para>The remaining lines describe how to do the staging:
50894         <programlisting>match: The name of the matching rule from your system to use
50895 overlay_action: "replace", "create_new", or "ignore"-- what to do if there is a match
50896 nomatch_action: "create_new" or "ignore"-- what to do if there is no match
50897 item_action: "always_add","add_only_for_matches","add_only_for_new", or "ignore" -- what to do with embedded 952 item data
50898 import_mode: "direct" or "stage"</programlisting></para>
50899       <para> A sample file would look like
50900         this:<programlisting>host: 1.2.3.4
50901 port: 8000
50902 log: /home/koha/koha-dev/var/log/connexion.log
50903 koha: http://kohastaff.myuniversity.edu
50904 user: koha_generic_staff
50905 password: password
50906 match: 001
50907 overlay_action: replace
50908 nomatch_action: create_new
50909 item_action: ignore
50910 import_mode: direct</programlisting></para>
50911       <para>When choosing an 'import_mode' if you use "direct" then the staged record will be
50912         immediately imported into Koha, and should be searchable after your indexes catch up.  If
50913         you choose "stage", then the record will be placed in a staged batch for you to later go the
50914           <link linkend="managestaged">Manage Staged MARC Records</link> tool to finish the import. </para>
50915       <para>If you import multiple records, they'll be in the same batch, until that batch is
50916         imported, then a new batch will be created. </para>
50917       <para>In "direct" mode, each record will be in its' own batch. </para>
50918       <para>To start the service, run the script:
50919         <programlisting>/location/of/connexion/import/daemon/connexion_import_daemon.pl -d -c /location/of/config/file.cnf</programlisting></para>
50920     </section>
50921     <section id="oclcdesktopsetup">
50922       <sectioninfo>
50923         <authorgroup>
50924           <author>
50925             <firstname>D. Ruth</firstname>
50926             <surname>Bavousett</surname>
50927             <affiliation>
50928               <orgname>ByWater Solutions</orgname>
50929             </affiliation>
50930           </author>
50931
50932           <author>
50933             <firstname>Heather</firstname>
50934             <surname>Hernandez</surname>
50935             <affiliation>
50936               <orgname>San Francisco Maritime National Historical Park</orgname>
50937             </affiliation>
50938           </author>
50939
50940           <editor>
50941             <firstname>Nicole C.</firstname>
50942             <surname>Engard</surname>
50943           </editor>
50944         </authorgroup>
50945
50946         <pubdate>2012/2014</pubdate>
50947       </sectioninfo>
50948       <title>Setting up your OCLC desktop client</title>
50949       <note>
50950         <para>Screenshots are OCLC Connexion Client v.2.50, Koha v.3.12</para>
50951       </note>
50952       <para>To set up the OCLC Connexion desktop client to connect to Koha, go to Tools > Options,
50953         then choose the Export tab. <screenshot>
50954           <screeninfo>Connexion Export Tab</screeninfo>
50955           <mediaobject>
50956             <imageobject>
50957               <imagedata fileref="images/appendix-oclc/oclcexporttab.png"/>
50958             </imageobject>
50959           </mediaobject>
50960         </screenshot><itemizedlist>
50961           <listitem>
50962             <para>Click the "Create..." button to set up a new destination, then choose "OCLC
50963               Gateway Export" and click OK.</para>
50964             <itemizedlist>
50965               <listitem>
50966                 <para>Enter the following information:</para>
50967
50968               <itemizedlist>
50969               <listitem>
50970                     <para>"Host Name:" Your catalog’s appropriate IP address (from your <link
50971                         linkend="oclckohasetup">config file above</link>) </para>
50972                   </listitem>
50973                   <listitem>
50974                     <para>"Port:" Your catalog's appropriate port number (from your <link
50975                         linkend="oclckohasetup">config file above</link>) </para>
50976                   </listitem>
50977                   <listitem>
50978                     <para>"Login ID:" The cataloger's Koha login </para>
50979                   </listitem>
50980                   <listitem>
50981                     <para>"Password:" The cataloger's Koha password </para>
50982                   </listitem>
50983                   <listitem>
50984                     <para>"Notify Host Before Disconnect" = checked, </para>
50985                   </listitem>
50986                   <listitem>
50987                     <para>"Timeout" = 100, "Retries" = 3, "Delay" = 0 (zero), </para>
50988                   </listitem>
50989                   <listitem>
50990                     <para>"Send Local System Logon ID  Password" = checked. </para>
50991                   </listitem>
50992               </itemizedlist>
50993               </listitem>
50994             </itemizedlist>
50995             <screenshot>
50996               <screeninfo>OCLC Gateway Export Settings</screeninfo>
50997               <mediaobject>
50998                 <imageobject>
50999                   <imagedata fileref="images/appendix-oclc/oclcgatewaysetup.png"/>
51000                 </imageobject>
51001               </mediaobject>
51002             </screenshot>
51003           </listitem>
51004           <listitem>
51005             <para>Select "OK" when finished, and you should see your new "Gateway Export" option
51006               listed (The catalog's IP address and port are blacked out in the following
51007               screenshot)</para>
51008             <para>
51009               <screenshot>
51010                 <screeninfo>Gateway Export Added</screeninfo>
51011                 <mediaobject>
51012                   <imageobject>
51013                     <imagedata fileref="images/appendix-oclc/oclcgatewayexport.png"/>
51014                   </imageobject>
51015                 </mediaobject>
51016               </screenshot>
51017             </para>
51018           </listitem>
51019           <listitem>
51020             <para>Click on "Record Characteristics" and make sure that the bibliographic records are
51021               using MARC21, UTF-8 Unicode, and click OK to save. </para>
51022             <para>
51023               <screenshot>
51024                 <screeninfo>Record Characteristics</screeninfo>
51025                 <mediaobject>
51026                   <imageobject>
51027                     <imagedata fileref="images/appendix-oclc/oclcrecordchar.png"/>
51028                   </imageobject>
51029                 </mediaobject>
51030               </screenshot>
51031             </para>
51032           </listitem>
51033         </itemizedlist></para>
51034       <para>You should be ready to go!  To export a record from OCLC Connexion Client to Koha, just
51035         press F5 while the record is on-screen.  The export dialog will pop up, and you'll see
51036         Connexion attempting to talk to Koha.  You should get a message that the record was added or
51037         overlaid, including its biblio number, and a URL that you can copy into your web browser to
51038         jump straight to the record. </para>
51039     </section>
51040     <section id="oclcgateway">
51041       <sectioninfo>
51042         <authorgroup>
51043           <author>
51044             <firstname>Heather</firstname>
51045             <surname>Hernandez</surname>
51046             <affiliation>
51047               <orgname>San Francisco Maritime National Historical Park</orgname>
51048             </affiliation>
51049           </author>
51050           <editor>
51051             <firstname>Nicole C.</firstname>
51052             <surname>Engard</surname>
51053           </editor>
51054         </authorgroup>
51055         <pubdate>2014</pubdate>
51056       </sectioninfo>
51057       <title>Using the OCLC Connexion Gateway</title>
51058       <para>Records can be exported from Connexion either in a batch or one by one.  </para>
51059       <section id="oclconeexport">
51060         <title>Exporting records one by one</title>
51061         <para>To export bibliographic records one by one, be sure your "Batch" options are correct:
51062           from the "Tools" menu, select "Options", and select the "Batch" tab. In the "Perform local
51063           actions in batch" area, "Bibliographic Record Export" should be unchecked<screenshot>
51064             <screeninfo>Connexion batch options</screeninfo>
51065             <mediaobject>
51066               <imageobject>
51067                 <imagedata fileref="images/appendix-oclc/oclcoptions.png"/>
51068               </imageobject>
51069             </mediaobject>
51070           </screenshot></para>
51071         <para>When ready to export, from the "Action" menu, select "Export" or use the F5 key. You
51072           will see a screen similar to the following if the import is successful and if the record
51073           is new to the Catalog; you may copy &amp; paste the resulting URL into your Koha catalog
51074           to see the new record.<screenshot>
51075             <screeninfo>Connexion Export</screeninfo>
51076             <mediaobject>
51077               <imageobject>
51078                 <imagedata fileref="images/appendix-oclc/oclcstatus.png"/>
51079               </imageobject>
51080             </mediaobject>
51081           </screenshot></para>
51082         <para>If the record was overlaid, you will see a message to that effect in the "OCLC Gateway
51083           Export Status" window<screenshot>
51084             <screeninfo>Overlay confirmation</screeninfo>
51085             <mediaobject>
51086               <imageobject>
51087                 <imagedata fileref="images/appendix-oclc/oclcoverlay.png"/>
51088               </imageobject>
51089             </mediaobject>
51090           </screenshot></para>
51091       </section>
51092       <section id="oclcbatchexport">
51093         <title>Exporting records in a batch</title>
51094         <para>To export bibliographic records in a batch, be sure your "Batch" options are correct:
51095           from the "Tools" menu, select "Options", and select the "Batch" tab. In the "Perform local
51096           actions in batch" area, "Bibliographic Record Export" should be checked<screenshot>
51097             <screeninfo>OCLC Batch Export Options</screeninfo>
51098             <mediaobject>
51099               <imageobject>
51100                 <imagedata fileref="images/appendix-oclc/oclcexportbatch.png"/>
51101               </imageobject>
51102             </mediaobject>
51103           </screenshot></para>
51104         <para>When a record is ready to export, from the "Action" menu, select "Export" or use the
51105           F5 key, and it’s export status will be "ready." </para>
51106         <para>When ready to export the batch, from the "Batch" menu, select "Process batch" and
51107           check the appropriate "Path" and "Export" boxes<screenshot>
51108             <screeninfo>Batch import process</screeninfo>
51109             <mediaobject>
51110               <imageobject>
51111                 <imagedata fileref="images/appendix-oclc/oclcprocessbatch.png"/>
51112               </imageobject>
51113             </mediaobject>
51114           </screenshot></para>
51115         <para>The export will begin, and the bib records will be exported &amp; imported into Koha
51116           one by one; you will see "OCLC Gateway Export Status" windows, as above, showing you the
51117           results of each export. That window will stay there until you select "Close," and then the
51118           next record’s export/import will begin. The process will continue until all records in the
51119           batch are completed. Then you may or may not see the Connexion Client export report
51120           (depending on your Client options for that). </para>
51121       </section>
51122       <section id="oclcitems">
51123         <title>Items in OCLC</title>
51124         <para>If you'd like to create your item records in OCLC you can do so by addding a 952 for
51125           each item to the bib record you're cataloging. The <link linkend="itemcatguide"
51126             >Item/Holdings Cataloging Guide</link> will break down what subfields you can use in the
51127           952, but at the minimum you want to have subfield 2, a, b, and y on your items.</para>
51128         <example>
51129           <title>Item record example</title>
51130           <para>952 \\$2CLASSIFICATION$aHOMEBRANCHCODE$bHOLDINGBRANCHCODE$yITEMTYPECODE</para>
51131         </example>
51132         <para>
51133           <itemizedlist>
51134             <listitem>
51135               <para>The subfield 2 holds the classification code. This can be ddc for Dewey or lcc
51136                 for Library of Congress or z for Custom. Other classification sources can be found
51137                 in the <link linkend="classificationsources">Classification Sources</link> area in
51138                 administration</para>
51139             </listitem>
51140             <listitem>
51141               <para>Subfield a is your home library and needs to be the code for your home library,
51142                 not the library name. You can find these codes in the <link linkend="libsgroups"
51143                   >Libraries &amp; Groups</link> administration area.</para>
51144             </listitem>
51145             <listitem>
51146               <para>Subfield b is your holding library and needs to be the code for your holding
51147                 library, not the library name. You can find these codes in the <link
51148                   linkend="libsgroups">Libraries &amp; Groups</link> administration area.</para>
51149             </listitem>
51150             <listitem>
51151               <para>Subfield y is your item type code. It needs to be the code, not the item type
51152                 name. You can find these codes in the <link linkend="itemtypeadmin">Item
51153                   Types</link> administration area.</para>
51154             </listitem>
51155           </itemizedlist>
51156         </para>
51157         <example>
51158           <title>Item record example</title>
51159           <para>952 \\$2ddc$aMAIN$bMAIN$yBOOK</para>
51160         </example>
51161         <para>In addition to these required fields you can enter any other subfield you'd like. Most
51162           libraries will enter a call number in subfield o and a barcode in subfield p as well.
51163           Review the <link linkend="itemcatguide">Item/Holdings Cataloging Guide</link> for a full
51164           list of subfields and values.</para>
51165       </section>
51166     </section>
51167   </appendix>
51168
51169   <appendix id="faqs">
51170     <title>FAQs</title>
51171
51172     <para/>
51173
51174     <section id="displayfaq">
51175       <title>Display</title>
51176
51177       <para/>
51178
51179       <section id="customicons">
51180         <title>Custom Item Type/Authorized Value Icons</title>
51181
51182         <para><emphasis role="bold">Question:</emphasis> Can I have my own set
51183         of item type images (or authorized value icons)?</para>
51184
51185         <para><emphasis role="bold">Answer: </emphasis>Absolutely. To add
51186         additional icons to your system you simply add a new directory to
51187         koha-tmpl/intranet-tmpl/prog/img/itemtypeimg/ and to
51188         koha-tmpl/opac-tmpl/prog/itemtypeimg and put your icons in the new
51189         directory. Your icons will show up in a new tab as soon as they are in
51190         the folders.</para>
51191
51192         <itemizedlist>
51193           <listitem>
51194             <note>
51195               <para>Remember to put the icons in both places (on the OPAC and
51196               the intranet).</para>
51197             </note>
51198           </listitem>
51199         </itemizedlist>
51200       </section>
51201
51202       <section id="customkohaimages">
51203         <title>Customizing Koha Images</title>
51204
51205         <para><emphasis role="bold">Question</emphasis>: Can I customize the
51206         images in the OPAC?</para>
51207
51208         <para><emphasis role="bold">Answer</emphasis>: Absolutely. Koha comes
51209         with a series of original images that you can alter to meet your
51210         needs. The originals can be found in the misc/interface_customization/
51211         directory.</para>
51212       </section>
51213
51214       <section id="opacdisplayfaq">
51215         <title>OPAC Display Fields</title>
51216
51217         <para><emphasis role="bold">Question</emphasis>: What MARC fields
51218         print to the different OPAC screens in Koha?</para>
51219
51220         <para><emphasis role="bold">Answer</emphasis>: The XSLT preference
51221         must be set as follows for the following fields to show</para>
51222
51223         <itemizedlist>
51224           <listitem>
51225             <para><link linkend="OPACXSLTResultsDisplay">OPACXSLTResultsDisplay</link> =
51226             using XSLT stylesheets</para>
51227           </listitem>
51228
51229           <listitem>
51230             <para><link linkend="OPACXSLTDetailsDisplay">OPACXSLTDetailsDisplay</link> =
51231             using XSLT stylesheets</para>
51232           </listitem>
51233
51234           <listitem>
51235             <para><link linkend="DisplayOPACiconsXSLT">DisplayOPACiconsXSLT</link> =
51236             show</para>
51237           </listitem>
51238         </itemizedlist>
51239
51240         <para>The OPAC Results page shows:</para>
51241
51242         <itemizedlist>
51243           <listitem>
51244             <para>245</para>
51245           </listitem>
51246
51247           <listitem>
51248             <para>100, 110, 111</para>
51249           </listitem>
51250
51251           <listitem>
51252             <para>700, 710, 711</para>
51253           </listitem>
51254
51255           <listitem>
51256             <para>250</para>
51257           </listitem>
51258
51259           <listitem>
51260             <para>260</para>
51261           </listitem>
51262
51263           <listitem>
51264             <para>246</para>
51265           </listitem>
51266
51267           <listitem>
51268             <para>856</para>
51269           </listitem>
51270         </itemizedlist>
51271
51272         <para>The OPAC Details page shows:</para>
51273
51274         <itemizedlist>
51275           <listitem>
51276             <para>245</para>
51277           </listitem>
51278
51279           <listitem>
51280             <para>100, 110, 111</para>
51281           </listitem>
51282
51283           <listitem>
51284             <para>700, 710, 711</para>
51285           </listitem>
51286
51287           <listitem>
51288             <para>440, 490</para>
51289           </listitem>
51290
51291           <listitem>
51292             <para>260</para>
51293           </listitem>
51294
51295           <listitem>
51296             <para>250</para>
51297           </listitem>
51298
51299           <listitem>
51300             <para>300</para>
51301           </listitem>
51302
51303           <listitem>
51304             <para>020</para>
51305           </listitem>
51306
51307           <listitem>
51308             <para>022</para>
51309           </listitem>
51310
51311           <listitem>
51312             <para>246</para>
51313           </listitem>
51314
51315           <listitem>
51316             <para>130, 240</para>
51317           </listitem>
51318
51319           <listitem>
51320             <para>6xx</para>
51321           </listitem>
51322
51323           <listitem>
51324             <para>856</para>
51325           </listitem>
51326
51327           <listitem>
51328             <para>505</para>
51329           </listitem>
51330
51331           <listitem>
51332             <para>773</para>
51333           </listitem>
51334
51335           <listitem>
51336             <para>520</para>
51337           </listitem>
51338
51339           <listitem>
51340             <para>866</para>
51341           </listitem>
51342
51343           <listitem>
51344             <para>775</para>
51345           </listitem>
51346
51347           <listitem>
51348             <para>780</para>
51349           </listitem>
51350
51351           <listitem>
51352             <para>785</para>
51353           </listitem>
51354
51355           <listitem>
51356             <para>plus all of the 5xx fields in the Notes tab at the
51357             bottom</para>
51358           </listitem>
51359         </itemizedlist>
51360       </section>
51361
51362       <section id="displaysubtitle">
51363         <title>Subtitle Display on Bib Records</title>
51364
51365         <para><emphasis role="bold">Question</emphasis>: How do I get the
51366         subtitle to display on the detail pages for my bib records?</para>
51367
51368         <para><emphasis role="bold">Answer</emphasis>: Subtitle display now
51369         depends on there being a <link linkend="keywordmapping">keyword
51370         mapping</link> for the MARC field in question. Adding a mapping for
51371         "subtitle" -&gt; "245b" for an item's framework results in display of
51372         the subtitle in OPAC and staff client search and detail pages
51373         (although not in all instances where subtitles might be displayed,
51374         e.g. the Cart).</para>
51375       </section>
51376
51377       <section id="opacbarcodesfaq">
51378         <title>Show patrons the barcodes of items they have checked
51379         out</title>
51380
51381         <para><emphasis role="bold">Question</emphasis>: Can patrons see the
51382         barcodes for the items they have checked out.</para>
51383
51384         <para><emphasis role="bold">Answer</emphasis>: Not by default, but
51385         with a few edits to the patron record you can make a barcode column
51386         appear on the patron's check out summary in the OPAC. You can set up a
51387         <link linkend="patronattributetypes">patron attribute</link> with the
51388         value of SHOW_BCODE and <link linkend="authorizedvalues">authorized
51389         value</link> of YES_NO to make this happen.</para>
51390
51391         <screenshot>
51392           <screeninfo>Add SHOW_BCODE patron attribute</screeninfo>
51393
51394           <mediaobject>
51395             <imageobject>
51396               <imagedata fileref="images/opac/SHOW_BCODEadd.png"/>
51397             </imageobject>
51398           </mediaobject>
51399         </screenshot>
51400
51401         <para>Then on the <link linkend="editpatrons">patron's record set the
51402         value</link> for SHOW_BCODE to yes.</para>
51403
51404         <screenshot>
51405           <screeninfo>Setting value for SHOW_BCODE on patron
51406           record</screeninfo>
51407
51408           <mediaobject>
51409             <imageobject>
51410               <imagedata fileref="images/opac/SHOW_BCODEattribute.png"/>
51411             </imageobject>
51412           </mediaobject>
51413         </screenshot>
51414
51415         <para>This will add a column to the check out summary in the OPAC that
51416         shows the patrons the barcodes of the items they have checked
51417         out.</para>
51418
51419         <screenshot>
51420           <screeninfo>Barcode number on checkout list in OPAC</screeninfo>
51421
51422           <mediaobject>
51423             <imageobject>
51424               <imagedata fileref="images/opac/barcodeoncheckouts.png"/>
51425             </imageobject>
51426           </mediaobject>
51427         </screenshot>
51428
51429         <para>Clicking on the 'Overdue' tab will show only the items that are
51430         overdue.</para>
51431       </section>
51432     </section>
51433
51434     <section id="circfaq">
51435       <title>Circulation/Notices</title>
51436
51437       <para/>
51438
51439       <section id="dropboxfaq">
51440         <title>Book drop Date</title>
51441
51442         <para><emphasis role="bold">Question</emphasis>: How is the book drop date is determined? Is
51443           it the last open date for the checkout branch? Is it today's date minus one? Can the book
51444           drop checkin date be set?</para>
51445
51446         <para><emphasis role="bold">Answer</emphasis>: If the library is closed for four days for
51447           renovations, for example, there would be more than one day needed for the book drop date.
51448           You will only have one book drop date and that will be the last day that the library open
51449           (determined by the holiday calendar) because there is no real way to know what day the
51450           books were dropped into the box during the 4 closed days. The only way to change the
51451           effective checkin date in book drop mode is to modify the calendar.</para>
51452       </section>
51453       <section id="holdsreportsfaq">
51454         <title>Holds to Pull and Holds Queue</title>
51455         <para><emphasis role="bold">Question</emphasis>: What is the difference between the <link linkend="holdsqueue">Holds Queue</link> and <link linkend="holdspull">Holds to
51456             Pull</link>?</para>
51457         <para><emphasis role="bold">Answer</emphasis>: The holds to pull report gives a simple list
51458           of what holds need to be filled with available items. It should only be used in Koha
51459           installations where there is only one library. </para>
51460         <para>The holds queue tries to do the same thing, but in a 'smarter' way. This allows it to
51461           split up the list by library, consult the <link linkend="transportcostmatrix">transport
51462             cost matrix</link> and refresh regularly to provide different pull lists to each
51463           library.</para>
51464       </section>
51465
51466       <section id="dupoverduefaq">
51467         <title>Duplicate Overdue Notices</title>
51468
51469         <para><emphasis role="bold">Question</emphasis>: Why are patrons
51470         getting two overdue notices?</para>
51471
51472         <para><emphasis role="bold">Answer</emphasis>: This tool takes all
51473         branches in the overdue rules and sent notifications to them. So, if
51474         you have a default rule &amp; a branch rule, the notification will be
51475         generated twice. A quick fix is to discard "default rule" for
51476         instance.</para>
51477       </section>
51478
51479       <section id="printoverduefaq">
51480         <title>Printing Overdue Notices</title>
51481
51482         <para><emphasis role="bold">Question</emphasis>: Can I print overdue
51483         notices for patrons without email addresses on file?</para>
51484
51485         <para><emphasis role="bold">Answer</emphasis>: Yes. The <link linkend="overduenoticecron">overdue notice cron job</link> has a
51486         setting to generate the overdue notices as HTML for printing. An
51487         example of this usage would be:</para>
51488
51489         <para><programlisting>overdue_notices.pl -t -html /tmp/noticedir -itemscontent issuedate,date_due,title,barcode,author </programlisting>In
51490         this example, we wanted to use only certain item fields in our
51491         notices, so we specified itemscontent fields in the cron entry; that's
51492         not a requirement for the feature.</para>
51493
51494         <para>The command line needs to specify a web-accessible directory
51495         where the print notices will go -- they get a filename like
51496         notices-2009-11-24.html (or holdnotices-2009-11-24.html). The overdue
51497         notice itself can be formatted to fit a Z-mailer. Within the notice
51498         file, the text is spaced down or over to where it will print properly
51499         on the form. The script has code that wraps around the notice file to
51500         tell the HTML to obey the formatting, and to do a page break between
51501         notices. That's so that when staff print it out, they get one per
51502         page. We had to add an extra syspref (<link linkend="PrintNoticesMaxLines">PrintNoticesMaxLines</link>) to specify
51503         page length because our client allows a _lot_ of checkouts which meant
51504         some notices were running onto multiple pages. That syspref says to
51505         truncate the print notice at that page length and put in a message
51506         about go check your OPAC account for the full list.</para>
51507
51508         <para>The print and email overdues use the same notice file. The print
51509         notices for holds are different -- there's a separate HOLD_PRINT
51510         notice file and the system uses it if there's no email address. Then a
51511         nightly cron job runs to gather those up from the message queue and
51512         put them in an HTML file in the notice directory, as above.</para>
51513
51514         <para>The cron entry is gather_print_notices.pl /tmp/noticedir</para>
51515       </section>
51516
51517       <section id="renewfaq">
51518         <title>Unable to Renew Items</title>
51519
51520         <para><emphasis role="bold">Question</emphasis>: We're trying to renew
51521         some items for our patron. One of the items is on hold and ineligible
51522         for renewal, but the other two items refuse to renew even though they
51523         should be eligible. When I try to use the override renewal limit, it
51524         just returns a little message that says "renewal failed". Any idea
51525         what's going on here?</para>
51526
51527         <para><emphasis role="bold">Answer</emphasis>: At the very least you will need to set an
51528           absolute <link linkend="circfinerules">default circulation rule</link>. This rule should
51529           be set for the default itemtype, default branchcode and default patron category. That will
51530           catch anyone who doesn't match a specific rule. Patrons who do not match a specific rule
51531           will get blocked from placing holds or renewing items, since there was no baseline number
51532           of holds or renewals to utilize.</para>
51533       </section>
51534
51535       <section id="holdsfaq">
51536         <title>Unable to Place Holds</title>
51537
51538         <para><emphasis role="bold">Question</emphasis>: Why can't I place
51539         holds when I have all of the preferences turned on.</para>
51540
51541         <para><emphasis role="bold">Answer</emphasis>: You probably need to
51542         set a default circulation rule. At the very least you will need to set
51543         an default circulation rule. This rule should be set for all item
51544         types, all branches and all patron categories. That will catch all
51545         instances that do not match a specific rule. When checking out if you
51546         do not have a rule for the default branch, default item and default
51547         patron category then you may see patrons getting blocked from placing
51548         holds.</para>
51549       </section>
51550
51551       <section id="keyboardshort">
51552         <title>Keyboard Shortcuts</title>
51553
51554         <para><emphasis role="bold">Question</emphasis>: Do I have to use my
51555         mouse to access the checkout, checkin and cataloging tabs at the top
51556         of the circulation pages?</para>
51557
51558         <para><emphasis role="bold">Answer</emphasis>: You can jump between
51559         the tabs on the quick search box at the top of the screen by using the
51560         following hot keys (if the tab is available):</para>
51561
51562         <itemizedlist>
51563           <listitem>
51564             <para>jump to the catalog search with Alt+Q</para>
51565           </listitem>
51566
51567           <listitem>
51568             <para>jump to the checkout with Alt+U</para>
51569
51570             <itemizedlist>
51571               <listitem>
51572                 <para>this will not work for Mac user</para>
51573               </listitem>
51574             </itemizedlist>
51575           </listitem>
51576
51577           <listitem>
51578             <para>jump to the checkin with Alt+R</para>
51579           </listitem>
51580         </itemizedlist>
51581
51582         <para><note>
51583             <para>Mac users use the OPTION button in place of ALT</para>
51584           </note></para>
51585       </section>
51586
51587       <section id="smsnoticefaq">
51588         <title>SMS Notices/Messages</title>
51589
51590         <para><emphasis role="bold">Question</emphasis>: I want Koha to send
51591         notices via SMS, what do I need to do?</para>
51592
51593         <para><emphasis role="bold">Answer</emphasis>: First you need to
51594         choose a SMS service to use with Koha. There is a list available here:
51595         <ulink url="http://search.cpan.org/search?query=sms%3A%3Asend&amp;mode=all">http://search.cpan.org/search?query=sms%3A%3Asend&amp;mode=all</ulink>
51596         Not all SMS services available to libraries have Perl drivers, so be
51597         sure to check this list to see if the provider you're considering is
51598         listed. If not you want to ask your provider if they have a Perl
51599         module, if not you should consider another service. Some common
51600         options in the US (that have Perl drivers) are:</para>
51601
51602         <itemizedlist>
51603           <listitem>
51604             <para>AQL (<ulink url="http://www.aql.com">www.aql.com</ulink>)</para>
51605           </listitem>
51606
51607           <listitem>
51608             <para>Wadja (<ulink url="http://wadja.com">wadja.com</ulink>)</para>
51609           </listitem>
51610
51611           <listitem>
51612             <para>Ipipi (<ulink url="http://ipipi.com">ipipi.com</ulink>)</para>
51613           </listitem>
51614
51615           <listitem>
51616             <para>T-mobile</para>
51617           </listitem>
51618
51619           <listitem>
51620             <para>SMSDiscount (<ulink url="http://smsdiscount.com">smsdiscount.com</ulink>)</para>
51621           </listitem>
51622
51623           <listitem>
51624             <para>Clickatell</para>
51625           </listitem>
51626         </itemizedlist>
51627         <para><emphasis role="bold">Question</emphasis>: What about in India?</para>
51628
51629         <para><emphasis role="bold">Answer</emphasis>: India does not yet have too many options
51630           here. This is partly due to the Telecom regulatory authority's (TRAI) stipulations about
51631           transactional SMSes and limits on the number of SMSes that may be sent / received per
51632           users per day. India specific drivers include: <itemizedlist>
51633             <listitem>
51634               <para>Unicel Technologies Pvt Ltd (<ulink url="http://unicel.in"
51635                 >unicel.in</ulink>)</para>
51636             </listitem>
51637           </itemizedlist></para>
51638       </section>
51639     </section>
51640
51641     <section id="catfaq">
51642       <title>Cataloging</title>
51643
51644       <para/>
51645
51646       <section id="authorityfaq">
51647         <title>Authority Fields</title>
51648
51649         <para><emphasis role="bold">Question: </emphasis>Why can't I edit 1xx,
51650         6xx, or 7xx fields in my catalog record?</para>
51651
51652         <para><emphasis role="bold">Answer:</emphasis> These fields are authority controlled and you
51653           probably have the <link linkend="BiblioAddsAuthorities">BiblioAddsAuthorities</link> set
51654           to "Don't allow". When it is set to "Don't allow" these fields will be locked and require
51655           you to search for an existing authority record to populate the field with. To allow typing
51656           in these authority fields set <link linkend="BiblioAddsAuthorities">BiblioAddsAuthorities</link> to 'Allow'.<note>
51657             <para>Fields affected by this preference will show a lock symbol in them</para>
51658           </note></para>
51659
51660         <screenshot>
51661           <screeninfo>Fields affected by this preference show a lock in the field</screeninfo>
51662
51663           <mediaobject>
51664             <imageobject>
51665               <imagedata fileref="images/cataloging/lockedauthority.png"/>
51666             </imageobject>
51667           </mediaobject>
51668         </screenshot>
51669       </section>
51670
51671       <section id="kohamarcfaq">
51672         <title>Koha to MARC Mapping</title>
51673
51674         <para><emphasis role="bold">Question</emphasis>: What's the
51675         relationship between 'Koha to MARC Mapping' and 'MARC Bibliographic
51676         Frameworks'?</para>
51677
51678         <para><emphasis role="bold">Answer</emphasis>: Mapping can be defined
51679         through 'MARC Bibliographic Frameworks' OR 'Koha to MARC Mapping'.
51680         'Koha to MARC Mapping' is just a shortcut to speed up linkage. If you
51681         change a mapping in one of these modules, the mapping will change in
51682         the other as well. (In other words, the two modules 'overwrite' each
51683         other in order to prevent conflicts from existing in Koha).</para>
51684       </section>
51685
51686       <section id="itemsperbibfaq">
51687         <title>Number of Items Per Bib Record</title>
51688
51689         <para><emphasis role="bold">Question</emphasis>: Is there a limit on
51690         the number of items I can attach to a bib record?</para>
51691
51692         <para><emphasis role="bold">Answer</emphasis>: There is no explicit limit to the number of
51693           items you can attach to a bibliographic record, but if you attach enough of them, your
51694           MARC record will exceed the maximum file size limit for the ISO 2709 standard, which
51695           breaks indexing for that record. I've found this occurs somewhere between 600 and 1000
51696           items on a 'normal' bibliographic record.</para>
51697       </section>
51698
51699       <section id="analyticsfaq">
51700         <title>Analytics</title>
51701
51702         <para><emphasis role="bold">Question</emphasis>: I am using the <link linkend="EasyAnalyticalRecords">EasyAnalyticalRecords</link> feature,
51703         but my links in the OPAC and Staff Client to 'Show Analytics' are not
51704         working.</para>
51705
51706         <para><emphasis role="bold">Answer</emphasis>: If you plan on using
51707         <link linkend="EasyAnalyticalRecords">EasyAnalyticalRecords</link> you
51708         will want to make sure to set your <link linkend="UseControlNumber">UseControlNumber</link> preference to
51709         "Don't use," this will prevent broken links.</para>
51710       </section>
51711     </section>
51712
51713     <section id="acqfaq">
51714       <title>Acquisitions</title>
51715
51716       <para/>
51717
51718       <section id="planningcatfaq">
51719         <title>Planning Categories</title>
51720
51721         <para><emphasis role="bold">Question</emphasis>: What is a planning
51722         category?</para>
51723
51724         <para><emphasis role="bold">Answer</emphasis>: When you plan in
51725         advance for the way your budget is going to be spent, you initially
51726         plan for how it's going to be spent over time, that's the most natural
51727         thing to do.</para>
51728
51729         <para>So you plan for $1000 in Jan. $1000 in Feb., $3000 in March,
51730         etc. You can basically do the same thing with a list of values in lieu
51731         of the months.</para>
51732
51733         <para>Say you have a list like this one:</para>
51734
51735         <itemizedlist>
51736           <listitem>
51737             <para>&lt; 1 month</para>
51738           </listitem>
51739
51740           <listitem>
51741             <para>&lt; 6 months</para>
51742           </listitem>
51743
51744           <listitem>
51745             <para>&lt; 1 year</para>
51746           </listitem>
51747
51748           <listitem>
51749             <para>&lt; 3 years</para>
51750           </listitem>
51751
51752           <listitem>
51753             <para>&lt; 10 years</para>
51754           </listitem>
51755
51756           <listitem>
51757             <para>&gt; 10 years</para>
51758           </listitem>
51759         </itemizedlist>
51760
51761         <para>The list is meant to represent when the books acquired where
51762         published. Then you plan for it, saying: we went to spend at list 40%
51763         of our budgets on books published less than a year ago, 10% on books
51764         more than 10 years old, etc.</para>
51765
51766         <para>Upon acquiring new material, you'll be able to select, for a
51767         given item, a value from this list in a drop down. Then, after the
51768         material has been acquired, at the end of the year, you'll be able to
51769         compare the goals set, with what's been achieved.</para>
51770       </section>
51771     </section>
51772
51773     <section id="serialsfaq">
51774       <title>Serials</title>
51775
51776       <para/>
51777
51778       <section id="advancedpatternfaq">
51779         <title>Advanced Patterns</title>
51780
51781         <para><emphasis role="bold">Question</emphasis>: What is the 'inner
51782         counter' on the advanced serials pattern interface?</para>
51783
51784         <para><emphasis role="bold">Answer</emphasis>: I think it is better to
51785         give an example to understand this :</para>
51786
51787         <para>Example for a monthly subscription :</para>
51788
51789         <itemizedlist>
51790           <listitem>
51791             <para>First issue publication date : April 2010</para>
51792           </listitem>
51793
51794           <listitem>
51795             <para>Numbering : No {X}, year {Y}</para>
51796           </listitem>
51797
51798           <listitem>
51799             <para>First issue : No 4, year 2010</para>
51800           </listitem>
51801         </itemizedlist>
51802
51803         <para>For the year Y : you will want the year change on January
51804         2011</para>
51805
51806         <para>So, the advanced pattern for Y will be :</para>
51807
51808         <itemizedlist>
51809           <listitem>
51810             <para>Add : 1</para>
51811           </listitem>
51812
51813           <listitem>
51814             <para>once every : 12</para>
51815           </listitem>
51816
51817           <listitem>
51818             <para>When more than 9999999</para>
51819           </listitem>
51820
51821           <listitem>
51822             <para>inner counter : 3</para>
51823           </listitem>
51824
51825           <listitem>
51826             <para>Set back to 0</para>
51827           </listitem>
51828
51829           <listitem>
51830             <para>Begins with 2010</para>
51831           </listitem>
51832         </itemizedlist>
51833
51834         <para>Year is going to change after 12 received issues from April
51835         2010, that is in April 2011 if you don't set inner counter. Set inner
51836         counter to 3 will say to Koha : change year after 12-3 = 9 received
51837         issues.</para>
51838
51839         <para>Inner counter says to Koha to take into account the first issues
51840         of the year, even if they are not received with Koha. If you begin
51841         with first issue of the year write nothing or 0.</para>
51842       </section>
51843     </section>
51844
51845     <section id="reportsfaq">
51846       <title>Reports</title>
51847
51848       <para/>
51849
51850       <section id="accounttypefaq">
51851         <title>Define Codes Stored in DB</title>
51852
51853         <para/>
51854
51855         <section id="finescodefaq">
51856           <title>Fines Table</title>
51857
51858           <para><emphasis role="bold">Question:</emphasis> What do the codes
51859           in the accounttype field in the accountlines table stand for?</para>
51860
51861           <para><emphasis role="bold">Answer:</emphasis></para>
51862
51863           <itemizedlist>
51864             <listitem>
51865               <para>A = Account management fee</para>
51866             </listitem>
51867
51868             <listitem>
51869               <para>C = Credit</para>
51870             </listitem>
51871
51872             <listitem>
51873               <para>F = Overdue fine</para>
51874             </listitem>
51875
51876             <listitem>
51877               <para>FOR = Forgiven</para>
51878             </listitem>
51879
51880             <listitem>
51881               <para>FU = Overdue, still acccruing</para>
51882             </listitem>
51883
51884             <listitem>
51885               <para>L = Lost item</para>
51886             </listitem>
51887             <listitem>
51888               <para>LR = Lost item returned/refunded</para>
51889             </listitem>
51890
51891             <listitem>
51892               <para>M = Sundry</para>
51893             </listitem>
51894
51895             <listitem>
51896               <para>N = New card</para>
51897             </listitem>
51898
51899             <listitem>
51900               <para>PAY = Payment</para>
51901             </listitem>
51902
51903             <listitem>
51904               <para>W = Writeoff</para>
51905             </listitem>
51906           </itemizedlist>
51907         </section>
51908
51909         <section id="statscodefaq">
51910           <title>Statistics Table</title>
51911
51912           <para><emphasis role="bold">Question: </emphasis>What are the
51913           possible codes for the type field in the statistics table?</para>
51914
51915           <para><emphasis role="bold">Answer:</emphasis></para>
51916
51917           <itemizedlist>
51918             <listitem>
51919               <para>localuse</para>
51920
51921               <itemizedlist>
51922                 <listitem>
51923                   <para>Registers if an item that had been checked out to a
51924                   statistics patron (category type = 'X') is returned</para>
51925                 </listitem>
51926               </itemizedlist>
51927             </listitem>
51928
51929             <listitem>
51930               <para>issue</para>
51931             </listitem>
51932
51933             <listitem>
51934               <para>return</para>
51935             </listitem>
51936
51937             <listitem>
51938               <para>renew</para>
51939             </listitem>
51940
51941             <listitem>
51942               <para>writeoff</para>
51943             </listitem>
51944
51945             <listitem>
51946               <para>payment</para>
51947             </listitem>
51948
51949             <listitem>
51950               <para>CreditXXX</para>
51951
51952               <itemizedlist>
51953                 <listitem>
51954                   <para>The XXX stores different types of fee credits, so a query to catch them all
51955                     would include a clause like "type LIKE 'Credit%'"</para>
51956                 </listitem>
51957               </itemizedlist>
51958             </listitem>
51959           </itemizedlist>
51960         </section>
51961
51962         <section id="rescodefaq">
51963           <title>Reserves Table</title>
51964
51965           <para><emphasis role="bold">Question</emphasis>: What are the
51966           possible codes for the found field in the reserves and old_reserves
51967           tables?</para>
51968
51969           <para><emphasis role="bold">Answer</emphasis>:</para>
51970
51971           <itemizedlist>
51972             <listitem>
51973               <para>NULL: means the patron requested the 1st available, and we
51974               haven't chosen the item</para>
51975             </listitem>
51976
51977             <listitem>
51978               <para>T = Transit: the reserve is linked to an item but is in
51979               transit to the pickup branch</para>
51980             </listitem>
51981
51982             <listitem>
51983               <para>W = Waiting: the reserve is linked to an item, is at the pickup branch, and is
51984                 waiting on the hold shelf</para>
51985             </listitem>
51986
51987             <listitem>
51988               <para>F = Finished: the reserve has been completed, and is
51989               done</para>
51990             </listitem>
51991           </itemizedlist>
51992         </section>
51993
51994         <section id="reportdicfaq">
51995           <title>Reports Dictionary Table</title>
51996
51997           <para><emphasis role="bold">Question</emphasis>: What are the
51998           possible codes for the area field in the reports_dictionary
51999           table?</para>
52000
52001           <para><emphasis role="bold">Answer</emphasis>:</para>
52002
52003           <itemizedlist>
52004             <listitem>
52005               <para>1 = Circulation</para>
52006             </listitem>
52007
52008             <listitem>
52009               <para>2 = Catalog</para>
52010             </listitem>
52011
52012             <listitem>
52013               <para>3 = Patrons</para>
52014             </listitem>
52015
52016             <listitem>
52017               <para>4 = Acquisitions</para>
52018             </listitem>
52019
52020             <listitem>
52021               <para>5 = Accounts</para>
52022             </listitem>
52023           </itemizedlist>
52024         </section>
52025
52026         <section id="msgtablefaq">
52027           <title>Messages Table</title>
52028
52029           <para><emphasis role="bold">Question</emphasis>: What are the
52030           possible codes for the message_type field in the messages
52031           table?</para>
52032
52033           <para><emphasis role="bold">Answer</emphasis>:</para>
52034
52035           <itemizedlist>
52036             <listitem>
52037               <para>L = For Librarians</para>
52038             </listitem>
52039
52040             <listitem>
52041               <para>B = For Patrons/Borrowers</para>
52042             </listitem>
52043           </itemizedlist>
52044         </section>
52045
52046         <section id="serialtablefaq">
52047           <title>Serial Table</title>
52048
52049           <para><emphasis role="bold">Question</emphasis>: What are the possible codes for the
52050             status field in the serial table?</para>
52051
52052           <para><emphasis role="bold">Answer</emphasis>:</para>
52053
52054           <itemizedlist>
52055             <listitem>
52056               <para>1 = Expected </para>
52057             </listitem>
52058             <listitem>
52059               <para>2 = Arrived </para>
52060             </listitem>
52061             <listitem>
52062               <para>3 = Late </para>
52063             </listitem>
52064             <listitem>
52065               <para>4 = Missing </para>
52066             </listitem>
52067             <listitem>
52068               <para>5 = Not available </para>
52069             </listitem>
52070             <listitem>
52071               <para>6 = Delete</para>
52072             </listitem>
52073             <listitem>
52074               <para>7 = Claimed </para>
52075             </listitem>
52076             <listitem>
52077               <para>8 = Stopped</para>
52078             </listitem>
52079             <listitem>
52080               <para>41 = Missing (not received) </para>
52081             </listitem>
52082             <listitem>
52083               <para>42 = Missing (sold out) </para>
52084             </listitem>
52085             <listitem>
52086               <para>43 = Missing (damaged) </para>
52087             </listitem>
52088             <listitem>
52089               <para>44 = Missing (lost)</para>
52090             </listitem>
52091           </itemizedlist>
52092         </section>
52093         <section id="borrowerprivacyvalues">
52094           <title>Borrowers Table</title>
52095           <para><emphasis role="bold">Question</emphasis>: What are the possible codes for the
52096             privacy field in the borrowers table?</para>
52097           <para><emphasis role="bold">Answer</emphasis>:<itemizedlist>
52098               <listitem>
52099                 <para>0 = Forever</para>
52100               </listitem>
52101               <listitem>
52102                 <para>1 = Default</para>
52103               </listitem>
52104               <listitem>
52105                 <para>2 = Never</para>
52106               </listitem>
52107             </itemizedlist></para>
52108         </section>
52109         <section id="messpreffaq">
52110           <title>Messaging Preferences</title>
52111           <para><emphasis role="bold">Question</emphasis>: What are the possible codes in the
52112             message_attribute_id field in the borrower_message_preferences table?</para>
52113           <para><emphasis role="bold">Answer</emphasis>:<itemizedlist>
52114               <listitem>
52115                 <para>2 = advanced notice </para>
52116               </listitem>
52117               <listitem>
52118                 <para>6 = item checkout </para>
52119               </listitem>
52120               <listitem>
52121                 <para>4 = hold filled </para>
52122               </listitem>
52123               <listitem>
52124                 <para>1 = item due </para>
52125               </listitem>
52126               <listitem>
52127                 <para>5 = item check in</para>
52128               </listitem>
52129             </itemizedlist></para>
52130         </section>
52131       </section>
52132
52133       <section id="runtimefaq">
52134         <title>Runtime Parameters</title>
52135
52136         <para><emphasis role="bold">Question</emphasis>: Is there a way to
52137         filter my custom SQL reports before they run?</para>
52138
52139         <para><emphasis role="bold">Answer</emphasis>: If you feel that your
52140         report might be too resource intensive you might want to consider
52141         using runtime parameters to your query. Runtime parameters basically
52142         make a filter appear before the report is run to save your system
52143         resources.</para>
52144
52145         <para>There is a specific syntax that Koha will understand as 'ask for
52146         values when running the report'. The syntax is &lt;&lt;Question to
52147         ask|authorized_value&gt;&gt;.</para>
52148
52149         <itemizedlist>
52150           <listitem>
52151             <para>The &lt;&lt; and &gt;&gt; are just delimiters. You must put
52152             &lt;&lt; at the beginning and &gt;&gt; at the end of your
52153             parameter</para>
52154           </listitem>
52155
52156           <listitem>
52157             <para>The 'Question to ask' will be displayed on the left of the
52158             string to enter.</para>
52159           </listitem>
52160
52161           <listitem>
52162             <para>The authorized_value can be omitted if not applicable. If it contains an
52163               authorized value category, or branches or itemtype or categorycode or
52164               biblio_framework, a list with the Koha authorized values will be displayed instead of
52165               a free field Note that you can have more than one parameter in a given SQL Note that
52166               entering nothing at run time won't probably work as you expect. It will be considered
52167               as "value empty" not as "ignore this parameter". For example entering nothing for :
52168               "title=&lt;&lt;Enter title&gt;&gt;" will display results with title='' (no title). If
52169               you want to have to have something not mandatory, use "title like &lt;&lt;Enter
52170               title&gt;&gt;" and enter a % at run time instead of nothing</para>
52171           </listitem>
52172         </itemizedlist>
52173
52174         <para>Examples:</para>
52175
52176         <itemizedlist>
52177           <listitem>
52178             <para>SELECT surname,firstname FROM borrowers WHERE
52179             branchcode=&lt;&lt;Enter patrons library|branches&gt;&gt; AND
52180             surname like &lt;&lt;Enter filter for patron surname (% if
52181             none)&gt;&gt;</para>
52182           </listitem>
52183
52184           <listitem>
52185             <para>SELECT * FROM items WHERE homebranch = &lt;&lt;Pick your branch|branches&gt;&gt;
52186               and barcode like &lt;&lt;Partial barcode value here&gt;&gt;</para>
52187           </listitem>
52188           <listitem>
52189             <para>SELECT title , author FROM biblio WHERE frameworkcode=&lt;&lt;Enter the
52190               frameworkcode|biblio_framework>> </para>
52191           </listitem>
52192         </itemizedlist>
52193
52194         <note>
52195           <para>To generate a date picker calendar to the right of the field
52196           when running a report you can use the 'date' keyword like this:
52197           &lt;&lt;Enter Date|date&gt;&gt;</para>
52198
52199           <screenshot>
52200             <screeninfo>Date Picker</screeninfo>
52201
52202             <mediaobject>
52203               <imageobject>
52204                 <imagedata fileref="images/reports/datepicker.png"/>
52205               </imageobject>
52206             </mediaobject>
52207           </screenshot>
52208         </note>
52209
52210         <note>
52211           <para>You have to put "%" in a text box to 'leave it blank'.
52212           Otherwise, it literally looks for "" (empty string) as the value for
52213           the field.</para>
52214         </note>
52215
52216         <para><important>
52217             <para>In addition to using any authorized value code to generate a dropdown, you can use
52218               the following values as well: Framework codes (biblio_framework), Branches (branches),
52219               Item Types (itemtypes) and Patron Categories (categorycode). For example a branch pull
52220               down would be generated like this &lt;&lt;Branch|branches&gt;&gt;</para>
52221
52222             <screenshot>
52223               <screeninfo>Branch pull down</screeninfo>
52224
52225               <mediaobject>
52226                 <imageobject>
52227                   <imagedata fileref="images/reports/branchpulldown.png"/>
52228                 </imageobject>
52229               </mediaobject>
52230             </screenshot>
52231           </important></para>
52232       </section>
52233
52234       <section id="reportlimitfaq">
52235         <title>Results Limited</title>
52236
52237         <para><emphasis role="bold">Question</emphasis>: When I download my
52238         report it's limited to 10,000 results, how do I get all of the results
52239         to download?</para>
52240
52241         <para><emphasis role="bold">Answer</emphasis>: There is a limit of
52242         10,000 records put on SQL statements entered in Koha. To get around
52243         this you want to add 'LIMIT 100000' to the end of your SQL statement
52244         (or any other number above 10,000.</para>
52245       </section>
52246     </section>
52247
52248     <section id="searchfaq">
52249       <title>Searching</title>
52250
52251       <para/>
52252
52253       <section id="advancedsearchfaq">
52254         <title>Advanced Search</title>
52255
52256         <para/>
52257
52258         <section id="scanindexfaq">
52259           <title>Scan Indexes</title>
52260
52261           <para><emphasis role="bold">Question</emphasis>: What does 'scan
52262           indexes' on the advanced search page mean?</para>
52263
52264           <para><emphasis role="bold">Answer</emphasis>: When you choose an
52265           index, enter a term, click 'scan indexes' and do the search, Koha
52266           displays the searched term and the following terms found in this
52267           index with the number of corresponding records That is search is not
52268           made directly in the catalog, but first in the indexes It works only
52269           for one index at once, and only with no limit in Location (All
52270           libraries needed)</para>
52271         </section>
52272
52273         <section id="searchstartswith">
52274           <title>Searching for Terms that Start With a Character</title>
52275
52276           <para><emphasis role="bold">Question</emphasis>: How do I search for
52277           all titles that start with the letter 'C'?</para>
52278
52279           <para><emphasis role="bold">Answer</emphasis>: You can choose to
52280           search for things that start with a character or series of
52281           characters by using the CCL 'first-in-subfield'</para>
52282
52283           <itemizedlist>
52284             <listitem>
52285               <para>example: ti,first-in-subfield=C</para>
52286             </listitem>
52287           </itemizedlist>
52288         </section>
52289       </section>
52290
52291       <section id="wildcardsearchfaq">
52292         <title>Wildcard Searching</title>
52293
52294         <para><emphasis role="bold">Question</emphasis>:What is the difference
52295         between a keyword search using the '*' (asterisk) versus a keyword
52296         search using the '%' (percent)? Both work in the catalog, but return
52297         different sets. Why?</para>
52298
52299         <para><emphasis role="bold">Answer</emphasis>: A wildcard is a
52300         character (*,?,%,.) that can be used to represent one or more
52301         characters in a word. Two of the wildcard characters that can be used
52302         in Koha searches are the asterisk ('*') and the percent sign ('%').
52303         However, these two characters act differently when used in
52304         searching.</para>
52305
52306         <para>The '*' is going to force a more exact search of the first few
52307         characters you enter prior to the '*'. The asterisk will allow for an
52308         infinite number of characters in the search as long as the first few
52309         characters designated by your search remain the same. For example,
52310         searching for authors using the term, Smi*, will return a list that
52311         may include Smith, Smithers, Smithfield, Smiley, etc depending on the
52312         authors in your database.</para>
52313
52314         <para>The '%' will treat the words you enter in the terms of "is
52315         like". So a search of Smi% will search for words like Smi. This
52316         results in a much more varied results list. For example, a search on
52317         Smi% will return a list containing Smothers, Smith, Smelley,
52318         Smithfield and many others depending on what is your database.</para>
52319
52320         <para>The bottom line in searching with wildcards: '*' is more exact
52321         while '%' searches for like terms.</para>
52322       </section>
52323       <section id="titlesearchingfaq">
52324         <title>Title Searching</title>
52325         <para><emphasis role="bold">Question</emphasis>: Why does my Zebra title search for 'Help'
52326           not turn up 'The help' in the first pages of results?</para>
52327         <para><emphasis role="bold">Answer</emphasis>: When doing a title search, you actually want
52328           to search for the title (i.e., 'the help' rather than just 'help'), and it will bubble
52329           right up to the top. If you're just searching for 'help' then the relevance ranking is
52330           going to affect the results you see. </para>
52331         <para>When it comes to relevance in Zebra, here's what's happening. First, the search is
52332           done. If you search for the title "help", then any title that has "help" in it comes back.
52333           Then from those records, separately, it does relevance on the *whole* record. The more
52334           your word appears, the more relevant, and some MARC tags are worth more points than
52335           others. So a self-help book with 505 notes where "help" appears a *lot* will be at the
52336           top, regardless of keyword or title.</para>
52337         <para>But when you add a *second word*, that helps it figure things out, as it's weighing
52338           the relevance of both words and the phrase. Because of the way relevance works, if you
52339           search "the help", then "the help" or "the help I need" are more relevant than "the way to
52340           help", because they appear together in order. Likewise, "help the girl" would be lower
52341           relevance, because it's out of order, and "help for the homeless" would be lower still, as
52342           they're out of order, and apart.</para>
52343         <para>The moral of the story is that single word searches, particularly on common words,
52344           will always struggle a bit; it can't evaluate relevance well, because you've not given it
52345           enough input.</para>
52346       </section>
52347     </section>
52348
52349     <section id="enhancedcontentfaq">
52350       <title>Enhanced Content</title>
52351
52352       <para/>
52353
52354       <section id="frbrfaq">
52355         <title>FRBRizing Content</title>
52356
52357         <para><emphasis role="bold">Question: </emphasis>At our public library
52358         we are running a Koha installation and we've tried to turn on all the
52359         nice functionalities in Koha such as the frbrising tool, but do not
52360         get the same result as Nelsonville public library.</para>
52361
52362         <para><emphasis role="bold">Answer: </emphasis>In fact, this feature
52363         is quite tricky to make that right. First it looks at XISBN service.
52364         And then search in your database for that ISBN. So both XISBN and your
52365         internal ISBN (in biblio table) have to be normalized. You could
52366         therefore use the script misc/batchupdateISBNs.pl (it removes all the
52367         - in your local ISBNs)</para>
52368       </section>
52369
52370       <section id="amzfaq">
52371         <title>Amazon</title>
52372
52373         <para/>
52374
52375         <section id="amazonfaq">
52376           <title>All Amazon Content</title>
52377
52378           <para><emphasis role="bold">Question</emphasis>: I have all of the
52379           Amazon preferences turned on and have entered both of my keys, but
52380           none of the content appears in my system, why is that?</para>
52381
52382           <para><emphasis role="bold">Answer</emphasis>: Amazon's API checks
52383           your server time on all requests and if your server time is not set
52384           properly requests will be denied. To resolve this issue be sure to
52385           set your system time appropriately. Once that change in made Amazon
52386           content should appear immediately.</para>
52387
52388           <para>On Debian the the command is <emphasis>date -s "2010-06-30
52389           17:21"</emphasis> (with the proper date and time for your
52390           timezone).</para>
52391         </section>
52392       </section>
52393     </section>
52394
52395     <section id="systemfaq">
52396       <title>System Administration</title>
52397
52398       <para/>
52399
52400       <section id="zebracronfaq">
52401         <title>Errors in Zebra Cron</title>
52402
52403         <para><emphasis role="bold">Question</emphasis>: I am noticing some
52404         errors in the koha-zebradaemon-output.log file. When new records are
52405         added it takes a bit longer to index than we think they should.
52406         Running rebuild zebra is often faster. Zebra ends up indexing and
52407         search works, but I am concerned about the errors. Any ideas?</para>
52408
52409         <para><emphasis role="bold">Answer</emphasis>: Rebuild_zebra.pl -r
52410         deletes all of the files in the Zebra db directories (such as
52411         reci-0.mf) and then recreates them. Thus, permissions will be lost,
52412         and the files will be owned by the user who ran rebuild_zebra.pl. If
52413         one rebuilds the zebra indexes as root, the daemons, which typically
52414         run under the user Koha, will not be able to update the indexes. Thus,
52415         it's important then that the zebra rebuilds are put in the cronjob
52416         file of the user Koha, and not root. Also important is that other
52417         users, such as root, don't manually execute rebuilds.</para>
52418
52419         <para>If one desires that another user be able to execute
52420         rebuild_zebra.pl, he should be given the permission to execute 'sudo
52421         -u Koha .../rebuild_zebra.pl,' (if you want to do this, you also have
52422         to edit the sudoers file to pass the PERL5LIB variable with the
52423         env_keep option as by default sudo strips away almost all environment
52424         variables). Or, as root user, one can use a simple 'su koha' and then
52425         the rebuild_zebra.pl command.</para>
52426
52427         <para>I've also tried to set the sticky bit on rebuild_zebra.pl, but
52428         for whatever reason it didn't seem to work due to some problem with
52429         the PERL5LIB variable that I wasn't able to figure. That seems to me
52430         the easiest thing to do, if anybody has any idea how to make it work.
52431         If it worked and were the default, I think it would help folks to
52432         avoid a great deal of the problems that come up with zebra.</para>
52433       </section>
52434
52435       <section id="publicztarget">
52436         <title>Making Z39.50 Target Public</title>
52437
52438         <para><emphasis role="bold">Question</emphasis>: Could someone tell me
52439         the exact steps I need to take to configure Zebra to expose my Koha 3
52440         db as a public Z39.50 service?</para>
52441
52442         <para><emphasis role="bold">Answer</emphasis>: Edit the KOHA_CONF file
52443         that your Koha is using. Uncomment the publicserver line like:</para>
52444
52445         <para>&lt;!-- &lt;listen id="publicserver"
52446         &gt;tcp:@:9999&lt;/listen&gt; --&gt;</para>
52447
52448         <para>to be:</para>
52449
52450         <para>&lt;listen id="publicserver"
52451         &gt;tcp:@:9999&lt;/listen&gt;</para>
52452
52453         <para>Then restart zebasrv and connect on the port specified
52454         (9999).</para>
52455       </section>
52456
52457       <section id="authvalfaq">
52458         <title>Shelving Location Authorized Values</title>
52459
52460         <para><emphasis role="bold">Question</emphasis>: When editing an item,
52461         the new shelving location I created is not showing up by default in
52462         the items where I assigned it to.</para>
52463
52464         <para><emphasis role="bold">Answer</emphasis>: This is because you
52465         created the new shelving location with a code value of 0 (zero) Just
52466         FYI the system interprets authorized values of 0 as equaling a null so
52467         when you edit a record in cataloging where the authorized value in a
52468         field was assigned where the code was 0, the value displays as null in
52469         the item editor (or MARC editor) instead of the value the library
52470         meant it to be.</para>
52471       </section>
52472
52473       <section id="whyauthvals">
52474         <title>Why do I need Authorized Values?</title>
52475
52476         <para><emphasis role="bold">Question</emphasis>: Why would I want to
52477         define authorized values for MARC tags?</para>
52478
52479         <para><emphasis role="bold">Answer</emphasis>: Authorized Values
52480         create a 'controlled vocabulary' for your staff. As an example, let us
52481         assume that your Koha installation is used by several libraries, and
52482         you use MARC 21. You might want to restrict the 850a MARC subfield to
52483         the institution codes for just those libraries. In that case, you
52484         could define an authorized values category (perhaps called "INST") and
52485         enter the institution codes as the authorized values for that
52486         category.</para>
52487
52488         <note>
52489           <para>Koha automatically sets up authorized value categories for
52490           your item types and branch codes, and you can link these authorized
52491           values to MARC subfields when you set up your MARC tag
52492           structure.</para>
52493         </note>
52494       </section>
52495
52496       <section id="sessionstblfaq">
52497         <title>How do I clean up the sessions table?</title>
52498
52499         <para><emphasis role="bold">Question</emphasis>: Is there a periodic
52500         job that can be run to cull old sessions from the table? We don't want
52501         to backup all the useless session data every night.</para>
52502
52503         <para><emphasis role="bold">Answer</emphasis>: You can run <link linkend="cleandbcron">cleanup database cron job</link>.</para>
52504
52505         <para>Or just before doing a backup command (mysqldump), you can
52506         truncate session table:  </para>
52507
52508         <para><programlisting>mysql -u&lt;kohauser -p&lt;password &lt;koha-db-name -e 'TRUNCATE TABLE sessions'</programlisting></para>
52509       </section>
52510     </section>
52511
52512     <section id="hardwarefaq">
52513       <title>Hardware</title>
52514
52515       <para/>
52516
52517       <section id="barcodefaq">
52518         <title>Barcode Scanners</title>
52519
52520         <para><emphasis role="bold">Question</emphasis>: What barcode scanners
52521         have been known to work with Koha?</para>
52522
52523         <para><emphasis role="bold">Answer</emphasis>: The simple rule of
52524         thumb is, does it act like a keyboard device?, if so, it will work.
52525         (i.e. can you take the scanner, scan a barcode and have it show up in
52526         a text editor, if so, it will work.)</para>
52527
52528         <para>The main points to check are that it connects to your PC
52529         conveniently (can be USB or "keyboard wedge" which means it connects
52530         in line with the keyboard, which is useful with older computers), and
52531         that it scans the barcode type that you are using.</para>
52532
52533         <para>It is a good idea to test some 'used' barcodes if you have any,
52534         to see whether the scanner can read scuffed or slightly wrinkled ones
52535         successfully. Most scanners are capable of reading several barcode
52536         types - there are many, and the specification should list the ones it
52537         can read. You may need to adjust settings slightly, such as prefix and
52538         suffix characters, or whether you want to send an 'enter' character or
52539         not.</para>
52540
52541         <para>One more tip - some can be set 'always on' and may come with a
52542         stand, some have triggers under the handle, some have buttons on top,
52543         some are held like a pen. Think about the staff working with the
52544         hardware before choosing, as a button in the wrong place can be very
52545         awkward to use.</para>
52546       </section>
52547
52548       <section id="printersfaq">
52549         <title>Printers</title>
52550
52551         <para/>
52552
52553         <section id="kohaprinters">
52554           <title>Printers used by Koha libraries</title>
52555
52556           <itemizedlist>
52557             <listitem>
52558               <para>POS-X receipt printer</para>
52559             </listitem>
52560
52561             <listitem>
52562               <para>Star Micronics printer (exact model unknown) with a
52563               generic/plain text driver.</para>
52564             </listitem>
52565
52566             <listitem>
52567               <para>Star SP2000 (Nelsonville)</para>
52568             </listitem>
52569
52570             <listitem>
52571               <para>Star TSP-100 futurePRINT (Geauga)</para>
52572
52573               <itemizedlist>
52574                 <listitem>
52575                   <para>"I know there have been a lot of questions on receipt
52576                   printers so I thought I'd pass on my findings. We have been
52577                   testing the Star TSP-100 futurePRINT. I found this print to
52578                   be VERY easy to configure for Koha. I was even able to
52579                   customize the print job by adding our system logo (a .gif)
52580                   to the top of every receipt. Also with a bitmap created in
52581                   Paint was able to add a message at the bottom of each
52582                   receipt with the contact information, hours and website for
52583                   the library that the materials were checked out at."</para>
52584                 </listitem>
52585               </itemizedlist>
52586             </listitem>
52587
52588             <listitem>
52589               <para>Epson TM 88 IIIP thermal receipt printers</para>
52590             </listitem>
52591
52592             <listitem>
52593               <para>Epson TM-T88IV</para>
52594             </listitem>
52595
52596             <listitem>
52597               <para>1x1 labels using a Dymolabelwriter printer</para>
52598             </listitem>
52599           </itemizedlist>
52600         </section>
52601
52602         <section id="braillefaq">
52603           <title>Braille Support</title>
52604
52605           <para><emphasis role="bold">Question</emphasis>: Are there any
52606           braille embosser or printer which has inbuilt braille converter and
52607           it is accessible with UNIX environment?</para>
52608
52609           <para><emphasis role="bold">Answer</emphasis>: You may want to look
52610           into BRLTTY (<ulink url="http://www.emptech.info/product_details.php?ID=1232">http://www.emptech.info/product_details.php?ID=1232</ulink>).</para>
52611         </section>
52612
52613         <section id="hardwaresupport">
52614           <title>Additional Support</title>
52615
52616           <itemizedlist>
52617             <listitem>
52618               <para><ulink url="http://www.nexpresslibrary.org/go-live/configure-your-receipt-printers/">http://www.nexpresslibrary.org/go-live/configure-your-receipt-printers/</ulink></para>
52619             </listitem>
52620           </itemizedlist>
52621         </section>
52622       </section>
52623     </section>
52624   </appendix>
52625
52626   <appendix id="extending">
52627     <title>Extending Koha</title>
52628
52629     <section id="amzlookup">
52630       <sectioninfo>
52631         <authorgroup>
52632           <author>
52633             <firstname>Cab</firstname>
52634             <surname>Vinton</surname>
52635             <affiliation>
52636               <orgname>Sanbornton Public Library</orgname>
52637             </affiliation>
52638           </author>
52639           <editor>
52640             <firstname>Nicole C.</firstname>
52641             <surname>Engard</surname>
52642           </editor>
52643         </authorgroup>
52644
52645         <pubdate>September 2009</pubdate>
52646
52647         <bibliosource><ulink url="http://lists.katipo.co.nz/pipermail/koha/2009-September/020003.html">http://lists.katipo.co.nz/pipermail/koha/2009-September/020003.html</ulink></bibliosource>
52648       </sectioninfo>
52649       <title>Amazon lookup script for Koha libraries</title>
52650
52651       <para>We order most of our materials from Amazon, so I've been looking
52652       for a convenient way to tell if a book under consideration is in our
52653       catalog already.</para>
52654
52655       <para>Greasemonkey &amp; a custom user script fit the bill
52656       nicely:</para>
52657
52658       <itemizedlist>
52659         <listitem>
52660           <para><ulink url="https://addons.mozilla.org/en-US/firefox/addon/748">https://addons.mozilla.org/en-US/firefox/addon/748</ulink></para>
52661         </listitem>
52662
52663         <listitem>
52664           <para><ulink url="http://userscripts.org/scripts/show/56847">http://userscripts.org/scripts/show/56847</ulink></para>
52665         </listitem>
52666       </itemizedlist>
52667
52668       <para>A few caveats:</para>
52669
52670       <itemizedlist>
52671         <listitem>
52672           <para>Like most scripts, this one was designed to work with Firefox;
52673           I haven't explored getting it to work with other browsers.</para>
52674         </listitem>
52675
52676         <listitem>
52677           <para>I'm not a JavaScript programmer -- this was adapted from
52678           others' work. Just a few lines would have to be changed to get the
52679           script to work with your catalog.</para>
52680         </listitem>
52681
52682         <listitem>
52683           <para>It depends on the existence of ISBN for the item in question,
52684           so movies, older books, etc. would not work.</para>
52685         </listitem>
52686       </itemizedlist>
52687
52688       <para>Others have added all sorts of bells &amp; whistles: XISBN lookups
52689       to search for related titles, custom messages based on the status of
52690       items (on order, on hold, etc.), ... just search the UserScripts site
52691       for Amazon + library. For a later date!</para>
52692     </section>
52693
52694     <section id="extendkeywordclouds">
52695       <title>Keyword Clouds</title>
52696
52697       <para>In addition to the traditional tag cloud available in Koha, there
52698       is a way to generate clouds for popular subjects within Koha.</para>
52699
52700       <para>The <link linkend="keywordclouds">Author/Subject Cloud cron
52701       job</link> is used to help with this process. This cron job sends its
52702       output to files.</para>
52703
52704       <itemizedlist>
52705         <listitem>
52706           <para>/home/koha/mylibrary/koharoot/koha-tmpl/cloud-author.html</para>
52707         </listitem>
52708
52709         <listitem>
52710           <para>/home/koha/yourlibrary/koharoot/koha-tmpl/cloud-subject.html</para>
52711         </listitem>
52712       </itemizedlist>
52713
52714       <para>This means that you can produce clouds for authors, collective
52715       author, all kind of subjects, classifications, etc. And since it works
52716       on zebra indexes, it is quick, even on large DBs. Tags clouds are sent
52717       to files. It's up to library webmaster to deal with those files in order
52718       to include them in <link linkend="OpacMainUserBlock">OPACMainUserBlock</link>, or include them
52719       into their library CMS.</para>
52720
52721       <para>Some libraries even send the file into a Samba shared folder where
52722       webmaster take them, eventually clean them a little bit before
52723       integrating them into navigation widgets or pages.</para>
52724     </section>
52725
52726     <section id="newtitlesoption">
52727       <title>Newest Titles Pulldown</title>
52728
52729       <para>Often we want to add a way for our patrons to do searches for the
52730       newest items. In this example I'll show you how to create a pull down
52731       menu of the newest items by item type. These tips will work (with a
52732       couple changes) for collection codes or shelving locations as
52733       well.</para>
52734
52735       <para>First, it's important to note that every link in Koha is a
52736       permanent link. This means if I do a search for everything of a specific
52737       item type sorted by the acquisitions date and bookmark that URL,
52738       whenever I click it I'll see the newest items of that type on the first
52739       few pages of the results.</para>
52740
52741       <para>I took this knowledge and wrote a form takes this functionality in
52742       to consideration. It basically just does a search of your Koha catalog
52743       for a specific item type and sorts the results by acquisitions
52744       date.</para>
52745
52746       <para>The first thing I did was write a MySQL statement to generate a
52747       list of item types for me - why copy and paste when you can use the
52748       power of MySQL?</para>
52749
52750       <para><programlisting>select concat('&lt;option value=\"mc-itype:', itemtype, '\"&gt;',description,'&lt;/option&gt;') from itemtypes</programlisting></para>
52751
52752       <para>The above looks at the itemtypes table and slaps the necessary
52753       HTML around each item type for me. I then exported that to CSV and
52754       opened it in my text editor and added the other parts of the
52755       form.</para>
52756
52757       <para><programlisting>&lt;p&gt;&lt;strong&gt;New Items&lt;/strong&gt;&lt;/p&gt;
52758 &lt;p&gt;&lt;form name="searchform" method="get" action="/cgi-bin/koha/opac-search.pl"&gt;
52759 &lt;input name="idx" value="kw" type="hidden"&gt;
52760 &lt;input name="sort_by" value="acqdate_dsc" type="hidden"&gt;
52761 &lt;input name="do" value="OK" type="hidden"&gt;
52762 &lt;select name="limit" onchange="this.form.submit()"&gt;
52763 &lt;option&gt;-- Please choose --&lt;/option&gt;
52764 &lt;option value="mc-itype:BOOK"&gt;Book&lt;/option&gt;
52765 &lt;option value="mc-itype:BOOKCD"&gt;Book on CD&lt;/option&gt;
52766 &lt;option value="mc-itype:DVD"&gt;DVD&lt;/option&gt;
52767 &lt;option value="mc-itype:LRG_PRINT"&gt;Large print book&lt;/option&gt;
52768 &lt;option value="mc-itype:MAGAZINE"&gt;Magazine&lt;/option&gt;
52769 &lt;option value="mc-itype:NEWSPAPER"&gt;Newspaper&lt;/option&gt;
52770 &lt;option value="mc-itype:VIDEO"&gt;Videocassette&lt;/option&gt;
52771 &lt;/select&gt;
52772 &lt;/form&gt;
52773 &lt;/p&gt;</programlisting></para>
52774
52775       <para>Now, what does all of that mean? The important bits are
52776       these:</para>
52777
52778       <para>First the starting of the form.</para>
52779
52780       <para><programlisting>&lt;p&gt;&lt;form name="searchform" method="get" action="/cgi-bin/koha/opac-search.pl"&gt;</programlisting></para>
52781
52782       <para>This tells the browser to take any value selected and put it at
52783       the end of this http://YOURSITE/cgi-bin/koha/opac-search.pl. If you want
52784       to embed this form on your library website (and not on your OPAC) you
52785       can put the full OPAC URL in there.</para>
52786
52787       <para>Next, there is a hidden value that is telling the search to sort
52788       by acquisitions date descending (newest items at the top):</para>
52789
52790       <para><programlisting>&lt;input name="sort_by" value="acqdate_dsc" type="hidden"&gt;</programlisting></para>
52791
52792       <para>And finally you have an option for each item type you want people
52793       to search.<programlisting>&lt;option value="mc-itype:BOOK"&gt;Book&lt;/option&gt;</programlisting></para>
52794
52795       <para>These options each include the string "mc-itype:" which tells Koha
52796       to do an item type search.</para>
52797
52798       <para>Once you have all of that in place you can copy and paste the form
52799       to somewhere on your OPAC. The <ulink url="http://catalog.farmingtonlibraries.org">Farmington Public Libraries
52800       OPAC</ulink> has a few examples of this on the left.</para>
52801     </section>
52802
52803     <section id="colorsearch">
52804       <title>Cataloging and Searching by Color</title>
52805
52806       <para>One of the icon sets installed in Koha includes a series of
52807       colors. This set can be used to catalog and search by color if you'd
52808       like. This guide will walk you use changing collection code to color in
52809       Koha so that you can do this.</para>
52810
52811       <para>The following SQL could be used to add these colors to the CCODE
52812       authorized value category in a batch. If you wanted to use these colors
52813       for another authorized value you'd have to edit this to use that
52814       category:</para>
52815
52816       <programlisting>    insert into authorised_values (category, authorised_value, lib,
52817      lib_opac, imageurl) values ('CCODE','000000','Black','','colors/000000.png');
52818     insert into authorised_values (category, authorised_value, lib,
52819      lib_opac, imageurl) values ('CCODE','66cc66','Bright Green','','colors/66cc66.png');
52820     insert into authorised_values (category, authorised_value, lib,
52821      lib_opac, imageurl) values ('CCODE','99cc33','Olive','','colors/99cc33.png');
52822     insert into authorised_values (category, authorised_value, lib,
52823      lib_opac, imageurl) values ('CCODE','3333cc','Dark Blue','','colors/3333cc.png');
52824     insert into authorised_values (category, authorised_value, lib,
52825      lib_opac, imageurl) values ('CCODE','006600' ,'Dark Green','','colors/006600.png');
52826     insert into authorised_values (category, authorised_value, lib,
52827      lib_opac, imageurl) values ('CCODE','6600cc','Plum','','colors/6600cc.png');
52828     insert into authorised_values (category, authorised_value, lib,
52829      lib_opac, imageurl) values ('CCODE','6666cc','Purple','','colors/6666cc.png');
52830     insert into authorised_values (category, authorised_value, lib,
52831      lib_opac, imageurl) values ('CCODE','9999cc','Light Purple','','colors/9999cc.png');
52832     insert into authorised_values (category, authorised_value, lib,
52833      lib_opac, imageurl) values ('CCODE','660000' ,'Burgundy','','colors/660000.png');
52834     insert into authorised_values (category, authorised_value, lib,
52835      lib_opac, imageurl) values ('CCODE','663333' ,'Brown','','colors/663333.png');
52836     insert into authorised_values (category, authorised_value, lib,
52837      lib_opac, imageurl) values ('CCODE','990000' ,'Red','','colors/990000.png');
52838     insert into authorised_values (category, authorised_value, lib,
52839      lib_opac, imageurl) values ('CCODE','996633' ,'Tan','','colors/996633.png');
52840     insert into authorised_values (category, authorised_value, lib,
52841      lib_opac, imageurl) values ('CCODE','999999' ,'Gray','','colors/999999.png');
52842     insert into authorised_values (category, authorised_value, lib,
52843      lib_opac, imageurl) values ('CCODE','cc66cc','Pink','','colors/cc66cc.png');
52844     insert into authorised_values (category, authorised_value, lib,
52845      lib_opac, imageurl) values ('CCODE','cc99cc','Bubble Gum','','colors/cc99cc.png');
52846     insert into authorised_values (category, authorised_value, lib,
52847      lib_opac, imageurl) values ('CCODE','cc3333' ,'Orange','','colors/cc3333.png');
52848     insert into authorised_values (category, authorised_value, lib,
52849      lib_opac, imageurl) values ('CCODE','cc6666' ,'Peach','','colors/cc6666.png');
52850     insert into authorised_values (category, authorised_value, lib,
52851      lib_opac, imageurl) values ('CCODE','cc9999' ,'Rose','','colors/cc9999.png');
52852     insert into authorised_values (category, authorised_value, lib,
52853      lib_opac, imageurl) values ('CCODE','cccc00' ,'Gold','','colors/cccc00.png');
52854     insert into authorised_values (category, authorised_value, lib,
52855      lib_opac, imageurl) values ('CCODE','ffff33' ,'Yellow','','colors/ffff33.png');
52856     insert into authorised_values (category, authorised_value, lib,
52857      lib_opac, imageurl) values ('CCODE','ffffcc','Cream','','colors/ffffcc.png');
52858     insert into authorised_values (category, authorised_value, lib,
52859      lib_opac, imageurl) values ('CCODE','ffffff','White','','colors/ffffff.png');</programlisting>
52860
52861       <para>If you would like to choose the colors manually you can do that
52862       via the <link linkend="authorizedvalues">Authorized Values</link>
52863       administration area.</para>
52864
52865       <screenshot>
52866         <screeninfo>Colors for CCODE</screeninfo>
52867
52868         <mediaobject>
52869           <imageobject>
52870             <imagedata fileref="images/appendix-extending/colorccode.png"/>
52871           </imageobject>
52872         </mediaobject>
52873       </screenshot>
52874
52875       <para>Next you'll want to <link linkend="marcbibframeworks">update the
52876       frameworks</link> so that the 952$8 (if you're using collection code)
52877       label to says Color.</para>
52878
52879       <para>Once you have that in place you can start to catalog items by
52880       color.</para>
52881
52882       <para>Finally you'll want to add the following JQuery to your
52883       preferences so that it will relabel 'Collection' to 'Color'</para>
52884
52885       <para><link linkend="intranetuserjs">IntranetUserJS</link></para>
52886
52887       <programlisting>$(document).ready(function(){
52888     $("#advsearch-tab-ccode a:contains('Collection')").text("Color");
52889     $("#holdings th:contains('Collection')").text("Color");
52890     });</programlisting>
52891
52892       <para><link linkend="opacuserjs">OPACUserJS</link></para>
52893
52894       <programlisting>$(document).ready(function(){
52895     $("#advsearch-tab-ccode a:contains('Collection')").text("Color");
52896     $('#item_ccode').text("Color");
52897     });</programlisting>
52898
52899       <para/>
52900     </section>
52901   </appendix>
52902
52903   <appendix id="siteintegration">
52904     <title>Koha and Your Website</title>
52905
52906     <para>This appendix will include tips for integrating Koha in to your
52907     library website.</para>
52908
52909     <section id="embedsearch">
52910       <title>Koha search on your site</title>
52911
52912       <para>Often you'll want to add a Koha search box to your library
52913       website. To do so, just copy and paste the following code in to your
52914       library website and update the YOURCATALOG bit with your catalog's URL
52915       and you're set to go.</para>
52916
52917       <para><programlisting>
52918 &lt;form name="searchform" method="get" action="http://YOURCATLOG/cgi-bin/koha/opac-search.pl" id="searchform"&gt;
52919 &lt;input id="transl1" name="q" type="text"&gt;&lt;p&gt;
52920 &lt;select name="idx" id="masthead_search"&gt;
52921 &lt;option value="kw"&gt;Keyword&lt;/option&gt;
52922 &lt;option value="ti"&gt;Title&lt;/option&gt;
52923 &lt;option value="au"&gt;Author&lt;/option&gt;
52924 &lt;option value="su"&gt;Subject&lt;/option&gt;
52925 &lt;option value="nb"&gt;ISBN&lt;/option&gt;
52926 &lt;option value="se"&gt;Series&lt;/option&gt;
52927 &lt;option value="callnum"&gt;Call Number&lt;/option&gt;
52928 &lt;/select&gt;
52929 &lt;input value="Search" id="searchsubmit" type="submit"&gt;
52930 &lt;/p&gt;&lt;/form&gt;
52931       </programlisting></para>
52932     </section>
52933   </appendix>
52934
52935   <appendix id="gpl">
52936     <title><acronym>GNU</acronym> General Public License version 3</title>
52937
52938     <para>Version 3, 29 June 2007</para>
52939
52940     <para>Copyright © 2007 Free Software Foundation, Inc. <ulink url="http://fsf.org/">http://fsf.org/</ulink></para>
52941
52942     <para>Everyone is permitted to copy and distribute verbatim copies of this
52943     license document, but changing it is not allowed.</para>
52944
52945     <bridgehead id="Preamble" renderas="sect1">Preamble</bridgehead>
52946
52947     <para>The <acronym>GNU</acronym> General Public License is a free,
52948     copyleft license for software and other kinds of works.</para>
52949
52950     <para>The licenses for most software and other practical works are
52951     designed to take away your freedom to share and change the works. By
52952     contrast, the <acronym>GNU</acronym> General Public License is intended to
52953     guarantee your freedom to share and change all versions of a program--to
52954     make sure it remains free software for all its users. We, the Free
52955     Software Foundation, use the <acronym>GNU</acronym> General Public License
52956     for most of our software; it applies also to any other work released this
52957     way by its authors. You can apply it to your programs, too.</para>
52958
52959     <para>When we speak of free software, we are referring to freedom, not
52960     price. Our General Public Licenses are designed to make sure that you have
52961     the freedom to distribute copies of free software (and charge for them if
52962     you wish), that you receive source code or can get it if you want it, that
52963     you can change the software or use pieces of it in new free programs, and
52964     that you know you can do these things.</para>
52965
52966     <para>To protect your rights, we need to prevent others from denying you
52967     these rights or asking you to surrender the rights. Therefore, you have
52968     certain responsibilities if you distribute copies of the software, or if
52969     you modify it: responsibilities to respect the freedom of others.</para>
52970
52971     <para>For example, if you distribute copies of such a program, whether
52972     gratis or for a fee, you must pass on to the recipients the same freedoms
52973     that you received. You must make sure that they, too, receive or can get
52974     the source code. And you must show them these terms so they know their
52975     rights.</para>
52976
52977     <para>Developers that use the <acronym>GNU</acronym>
52978     <acronym>GPL</acronym> protect your rights with two steps: (1) assert
52979     copyright on the software, and (2) offer you this License giving you legal
52980     permission to copy, distribute and/or modify it.</para>
52981
52982     <para>For the developers' and authors' protection, the
52983     <acronym>GPL</acronym> clearly explains that there is no warranty for this
52984     free software. For both users' and authors' sake, the
52985     <acronym>GPL</acronym> requires that modified versions be marked as
52986     changed, so that their problems will not be attributed erroneously to
52987     authors of previous versions.</para>
52988
52989     <para>Some devices are designed to deny users access to install or run
52990     modified versions of the software inside them, although the manufacturer
52991     can do so. This is fundamentally incompatible with the aim of protecting
52992     users' freedom to change the software. The systematic pattern of such
52993     abuse occurs in the area of products for individuals to use, which is
52994     precisely where it is most unacceptable. Therefore, we have designed this
52995     version of the <acronym>GPL</acronym> to prohibit the practice for those
52996     products. If such problems arise substantially in other domains, we stand
52997     ready to extend this provision to those domains in future versions of the
52998     <acronym>GPL</acronym>, as needed to protect the freedom of users.</para>
52999
53000     <para>Finally, every program is threatened constantly by software patents.
53001     States should not allow patents to restrict development and use of
53002     software on general-purpose computers, but in those that do, we wish to
53003     avoid the special danger that patents applied to a free program could make
53004     it effectively proprietary. To prevent this, the <acronym>GPL</acronym>
53005     assures that patents cannot be used to render the program non-free.</para>
53006
53007     <para>The precise terms and conditions for copying, distribution and
53008     modification follow.</para>
53009
53010     <bridgehead>TERMS AND CONDITIONS</bridgehead>
53011
53012     <bridgehead id="Definitions" renderas="sect1">0. Definitions.</bridgehead>
53013
53014     <para>"This License" refers to version 3 of the <acronym>GNU</acronym>
53015     General Public License.</para>
53016
53017     <para>"Copyright" also means copyright-like laws that apply to other kinds
53018     of works, such as semiconductor masks.</para>
53019
53020     <para>"The Program" refers to any copyrightable work licensed under this
53021     License. Each licensee is addressed as "you". "Licensees" and "recipients"
53022     may be individuals or organizations.</para>
53023
53024     <para>To "modify" a work means to copy from or adapt all or part of the
53025     work in a fashion requiring copyright permission, other than the making of
53026     an exact copy. The resulting work is called a "modified version" of the
53027     earlier work or a work "based on" the earlier work.</para>
53028
53029     <para>A "covered work" means either the unmodified Program or a work based
53030     on the Program.</para>
53031
53032     <para>To "propagate" a work means to do anything with it that, without
53033     permission, would make you directly or secondarily liable for infringement
53034     under applicable copyright law, except executing it on a computer or
53035     modifying a private copy. Propagation includes copying, distribution (with
53036     or without modification), making available to the public, and in some
53037     countries other activities as well.</para>
53038
53039     <para>To "convey" a work means any kind of propagation that enables other
53040     parties to make or receive copies. Mere interaction with a user through a
53041     computer network, with no transfer of a copy, is not conveying.</para>
53042
53043     <para>An interactive user interface displays "Appropriate Legal Notices"
53044     to the extent that it includes a convenient and prominently visible
53045     feature that (1) displays an appropriate copyright notice, and (2) tells
53046     the user that there is no warranty for the work (except to the extent that
53047     warranties are provided), that licensees may convey the work under this
53048     License, and how to view a copy of this License. If the interface presents
53049     a list of user commands or options, such as a menu, a prominent item in
53050     the list meets this criterion.</para>
53051
53052     <bridgehead id="SourceCode" renderas="sect1">1. Source Code.</bridgehead>
53053
53054     <para>The "source code" for a work means the preferred form of the work
53055     for making modifications to it. "Object code" means any non-source form of
53056     a work.</para>
53057
53058     <para>A "Standard Interface" means an interface that either is an official
53059     standard defined by a recognized standards body, or, in the case of
53060     interfaces specified for a particular programming language, one that is
53061     widely used among developers working in that language.</para>
53062
53063     <para>The "System Libraries" of an executable work include anything, other
53064     than the work as a whole, that (a) is included in the normal form of
53065     packaging a Major Component, but which is not part of that Major
53066     Component, and (b) serves only to enable use of the work with that Major
53067     Component, or to implement a Standard Interface for which an
53068     implementation is available to the public in source code form. A "Major
53069     Component", in this context, means a major essential component (kernel,
53070     window system, and so on) of the specific operating system (if any) on
53071     which the executable work runs, or a compiler used to produce the work, or
53072     an object code interpreter used to run it.</para>
53073
53074     <para>The "Corresponding Source" for a work in object code form means all
53075     the source code needed to generate, install, and (for an executable work)
53076     run the object code and to modify the work, including scripts to control
53077     those activities. However, it does not include the work's System
53078     Libraries, or general-purpose tools or generally available free programs
53079     which are used unmodified in performing those activities but which are not
53080     part of the work. For example, Corresponding Source includes interface
53081     definition files associated with source files for the work, and the source
53082     code for shared libraries and dynamically linked subprograms that the work
53083     is specifically designed to require, such as by intimate data
53084     communication or control flow between those subprograms and other parts of
53085     the work.</para>
53086
53087     <para>The Corresponding Source need not include anything that users can
53088     regenerate automatically from other parts of the Corresponding
53089     Source.</para>
53090
53091     <para>The Corresponding Source for a work in source code form is that same
53092     work.</para>
53093
53094     <bridgehead id="BasicPermissions" renderas="sect1">2. Basic
53095     Permissions.</bridgehead>
53096
53097     <para>All rights granted under this License are granted for the term of
53098     copyright on the Program, and are irrevocable provided the stated
53099     conditions are met. This License explicitly affirms your unlimited
53100     permission to run the unmodified Program. The output from running a
53101     covered work is covered by this License only if the output, given its
53102     content, constitutes a covered work. This License acknowledges your rights
53103     of fair use or other equivalent, as provided by copyright law.</para>
53104
53105     <para>You may make, run and propagate covered works that you do not
53106     convey, without conditions so long as your license otherwise remains in
53107     force. You may convey covered works to others for the sole purpose of
53108     having them make modifications exclusively for you, or provide you with
53109     facilities for running those works, provided that you comply with the
53110     terms of this License in conveying all material for which you do not
53111     control copyright. Those thus making or running the covered works for you
53112     must do so exclusively on your behalf, under your direction and control,
53113     on terms that prohibit them from making any copies of your copyrighted
53114     material outside their relationship with you.</para>
53115
53116     <para>Conveying under any other circumstances is permitted solely under
53117     the conditions stated below. Sublicensing is not allowed; section 10 makes
53118     it unnecessary.</para>
53119
53120     <bridgehead id="Protecting" renderas="sect1">3. Protecting Users' Legal
53121     Rights From Anti-Circumvention Law.</bridgehead>
53122
53123     <para>No covered work shall be deemed part of an effective technological
53124     measure under any applicable law fulfilling obligations under article 11
53125     of the WIPO copyright treaty adopted on 20 December 1996, or similar laws
53126     prohibiting or restricting circumvention of such measures.</para>
53127
53128     <para>When you convey a covered work, you waive any legal power to forbid
53129     circumvention of technological measures to the extent such circumvention
53130     is effected by exercising rights under this License with respect to the
53131     covered work, and you disclaim any intention to limit operation or
53132     modification of the work as a means of enforcing, against the work's
53133     users, your or third parties' legal rights to forbid circumvention of
53134     technological measures.</para>
53135
53136     <bridgehead id="ConveyingVerbatim" renderas="sect1">4. Conveying Verbatim
53137     Copies.</bridgehead>
53138
53139     <para>You may convey verbatim copies of the Program's source code as you
53140     receive it, in any medium, provided that you conspicuously and
53141     appropriately publish on each copy an appropriate copyright notice; keep
53142     intact all notices stating that this License and any non-permissive terms
53143     added in accord with section 7 apply to the code; keep intact all notices
53144     of the absence of any warranty; and give all recipients a copy of this
53145     License along with the Program.</para>
53146
53147     <para>You may charge any price or no price for each copy that you convey,
53148     and you may offer support or warranty protection for a fee.</para>
53149
53150     <bridgehead id="ConveyingModified" renderas="sect1">5. Conveying Modified
53151     Source Versions.</bridgehead>
53152
53153     <para>You may convey a work based on the Program, or the modifications to
53154     produce it from the Program, in the form of source code under the terms of
53155     section 4, provided that you also meet all of these conditions:</para>
53156
53157     <orderedlist numeration="loweralpha">
53158       <listitem>
53159         <para>The work must carry prominent notices stating that you modified
53160         it, and giving a relevant date.</para>
53161       </listitem>
53162
53163       <listitem>
53164         <para>The work must carry prominent notices stating that it is
53165         released under this License and any conditions added under section 7.
53166         This requirement modifies the requirement in section 4 to "keep intact
53167         all notices".</para>
53168       </listitem>
53169
53170       <listitem>
53171         <para>You must license the entire work, as a whole, under this License
53172         to anyone who comes into possession of a copy. This License will
53173         therefore apply, along with any applicable section 7 additional terms,
53174         to the whole of the work, and all its parts, regardless of how they
53175         are packaged. This License gives no permission to license the work in
53176         any other way, but it does not invalidate such permission if you have
53177         separately received it.</para>
53178       </listitem>
53179
53180       <listitem>
53181         <para>If the work has interactive user interfaces, each must display
53182         Appropriate Legal Notices; however, if the Program has interactive
53183         interfaces that do not display Appropriate Legal Notices, your work
53184         need not make them do so.</para>
53185       </listitem>
53186     </orderedlist>
53187
53188     <para>A compilation of a covered work with other separate and independent
53189     works, which are not by their nature extensions of the covered work, and
53190     which are not combined with it such as to form a larger program, in or on
53191     a volume of a storage or distribution medium, is called an "aggregate" if
53192     the compilation and its resulting copyright are not used to limit the
53193     access or legal rights of the compilation's users beyond what the
53194     individual works permit. Inclusion of a covered work in an aggregate does
53195     not cause this License to apply to the other parts of the
53196     aggregate.</para>
53197
53198     <bridgehead id="ConveyingNonSource" renderas="sect1">6. Conveying
53199     Non-Source Forms.</bridgehead>
53200
53201     <para>You may convey a covered work in object code form under the terms of
53202     sections 4 and 5, provided that you also convey the machine-readable
53203     Corresponding Source under the terms of this License, in one of these
53204     ways:</para>
53205
53206     <orderedlist numeration="loweralpha">
53207       <listitem>
53208         <para>Convey the object code in, or embodied in, a physical product
53209         (including a physical distribution medium), accompanied by the
53210         Corresponding Source fixed on a durable physical medium customarily
53211         used for software interchange.</para>
53212       </listitem>
53213
53214       <listitem>
53215         <para>Convey the object code in, or embodied in, a physical product
53216         (including a physical distribution medium), accompanied by a written
53217         offer, valid for at least three years and valid for as long as you
53218         offer spare parts or customer support for that product model, to give
53219         anyone who possesses the object code either (1) a copy of the
53220         Corresponding Source for all the software in the product that is
53221         covered by this License, on a durable physical medium customarily used
53222         for software interchange, for a price no more than your reasonable
53223         cost of physically performing this conveying of source, or (2) access
53224         to copy the Corresponding Source from a network server at no
53225         charge.</para>
53226       </listitem>
53227
53228       <listitem>
53229         <para>Convey individual copies of the object code with a copy of the
53230         written offer to provide the Corresponding Source. This alternative is
53231         allowed only occasionally and noncommercially, and only if you
53232         received the object code with such an offer, in accord with subsection
53233         6b.</para>
53234       </listitem>
53235
53236       <listitem>
53237         <para>Convey the object code by offering access from a designated
53238         place (gratis or for a charge), and offer equivalent access to the
53239         Corresponding Source in the same way through the same place at no
53240         further charge. You need not require recipients to copy the
53241         Corresponding Source along with the object code. If the place to copy
53242         the object code is a network server, the Corresponding Source may be
53243         on a different server (operated by you or a third party) that supports
53244         equivalent copying facilities, provided you maintain clear directions
53245         next to the object code saying where to find the Corresponding Source.
53246         Regardless of what server hosts the Corresponding Source, you remain
53247         obligated to ensure that it is available for as long as needed to
53248         satisfy these requirements.</para>
53249       </listitem>
53250
53251       <listitem>
53252         <para>Convey the object code using peer-to-peer transmission, provided
53253         you inform other peers where the object code and Corresponding Source
53254         of the work are being offered to the general public at no charge under
53255         subsection 6d.</para>
53256       </listitem>
53257     </orderedlist>
53258
53259     <para>A separable portion of the object code, whose source code is
53260     excluded from the Corresponding Source as a System Library, need not be
53261     included in conveying the object code work.</para>
53262
53263     <para>A "User Product" is either (1) a "consumer product", which means any
53264     tangible personal property which is normally used for personal, family, or
53265     household purposes, or (2) anything designed or sold for incorporation
53266     into a dwelling. In determining whether a product is a consumer product,
53267     doubtful cases shall be resolved in favor of coverage. For a particular
53268     product received by a particular user, "normally used" refers to a typical
53269     or common use of that class of product, regardless of the status of the
53270     particular user or of the way in which the particular user actually uses,
53271     or expects or is expected to use, the product. A product is a consumer
53272     product regardless of whether the product has substantial commercial,
53273     industrial or non-consumer uses, unless such uses represent the only
53274     significant mode of use of the product.</para>
53275
53276     <para>"Installation Information" for a User Product means any methods,
53277     procedures, authorization keys, or other information required to install
53278     and execute modified versions of a covered work in that User Product from
53279     a modified version of its Corresponding Source. The information must
53280     suffice to ensure that the continued functioning of the modified object
53281     code is in no case prevented or interfered with solely because
53282     modification has been made.</para>
53283
53284     <para>If you convey an object code work under this section in, or with, or
53285     specifically for use in, a User Product, and the conveying occurs as part
53286     of a transaction in which the right of possession and use of the User
53287     Product is transferred to the recipient in perpetuity or for a fixed term
53288     (regardless of how the transaction is characterized), the Corresponding
53289     Source conveyed under this section must be accompanied by the Installation
53290     Information. But this requirement does not apply if neither you nor any
53291     third party retains the ability to install modified object code on the
53292     User Product (for example, the work has been installed in
53293     <acronym>ROM</acronym>).</para>
53294
53295     <para>The requirement to provide Installation Information does not include
53296     a requirement to continue to provide support service, warranty, or updates
53297     for a work that has been modified or installed by the recipient, or for
53298     the User Product in which it has been modified or installed. Access to a
53299     network may be denied when the modification itself materially and
53300     adversely affects the operation of the network or violates the rules and
53301     protocols for communication across the network.</para>
53302
53303     <para>Corresponding Source conveyed, and Installation Information
53304     provided, in accord with this section must be in a format that is publicly
53305     documented (and with an implementation available to the public in source
53306     code form), and must require no special password or key for unpacking,
53307     reading or copying.</para>
53308
53309     <bridgehead id="AdditionalTerms" renderas="sect1">7. Additional
53310     Terms.</bridgehead>
53311
53312     <para>"Additional permissions" are terms that supplement the terms of this
53313     License by making exceptions from one or more of its conditions.
53314     Additional permissions that are applicable to the entire Program shall be
53315     treated as though they were included in this License, to the extent that
53316     they are valid under applicable law. If additional permissions apply only
53317     to part of the Program, that part may be used separately under those
53318     permissions, but the entire Program remains governed by this License
53319     without regard to the additional permissions.</para>
53320
53321     <para>When you convey a copy of a covered work, you may at your option
53322     remove any additional permissions from that copy, or from any part of it.
53323     (Additional permissions may be written to require their own removal in
53324     certain cases when you modify the work.) You may place additional
53325     permissions on material, added by you to a covered work, for which you
53326     have or can give appropriate copyright permission.</para>
53327
53328     <para>Notwithstanding any other provision of this License, for material
53329     you add to a covered work, you may (if authorized by the copyright holders
53330     of that material) supplement the terms of this License with terms:</para>
53331
53332     <orderedlist numeration="loweralpha">
53333       <listitem>
53334         <para>Disclaiming warranty or limiting liability differently from the
53335         terms of sections 15 and 16 of this License; or</para>
53336       </listitem>
53337
53338       <listitem>
53339         <para>Requiring preservation of specified reasonable legal notices or
53340         author attributions in that material or in the Appropriate Legal
53341         Notices displayed by works containing it; or</para>
53342       </listitem>
53343
53344       <listitem>
53345         <para>Prohibiting misrepresentation of the origin of that material, or
53346         requiring that modified versions of such material be marked in
53347         reasonable ways as different from the original version; or</para>
53348       </listitem>
53349
53350       <listitem>
53351         <para>Limiting the use for publicity purposes of names of licensors or
53352         authors of the material; or</para>
53353       </listitem>
53354
53355       <listitem>
53356         <para>Declining to grant rights under trademark law for use of some
53357         trade names, trademarks, or service marks; or</para>
53358       </listitem>
53359
53360       <listitem>
53361         <para>Requiring indemnification of licensors and authors of that
53362         material by anyone who conveys the material (or modified versions of
53363         it) with contractual assumptions of liability to the recipient, for
53364         any liability that these contractual assumptions directly impose on
53365         those licensors and authors.</para>
53366       </listitem>
53367     </orderedlist>
53368
53369     <para>All other non-permissive additional terms are considered "further
53370     restrictions" within the meaning of section 10. If the Program as you
53371     received it, or any part of it, contains a notice stating that it is
53372     governed by this License along with a term that is a further restriction,
53373     you may remove that term. If a license document contains a further
53374     restriction but permits relicensing or conveying under this License, you
53375     may add to a covered work material governed by the terms of that license
53376     document, provided that the further restriction does not survive such
53377     relicensing or conveying.</para>
53378
53379     <para>If you add terms to a covered work in accord with this section, you
53380     must place, in the relevant source files, a statement of the additional
53381     terms that apply to those files, or a notice indicating where to find the
53382     applicable terms.</para>
53383
53384     <para>Additional terms, permissive or non-permissive, may be stated in the
53385     form of a separately written license, or stated as exceptions; the above
53386     requirements apply either way.</para>
53387
53388     <bridgehead id="Termination" renderas="sect1">8. Termination.</bridgehead>
53389
53390     <para>You may not propagate or modify a covered work except as expressly
53391     provided under this License. Any attempt otherwise to propagate or modify
53392     it is void, and will automatically terminate your rights under this
53393     License (including any patent licenses granted under the third paragraph
53394     of section 11).</para>
53395
53396     <para>However, if you cease all violation of this License, then your
53397     license from a particular copyright holder is reinstated (a)
53398     provisionally, unless and until the copyright holder explicitly and
53399     finally terminates your license, and (b) permanently, if the copyright
53400     holder fails to notify you of the violation by some reasonable means prior
53401     to 60 days after the cessation.</para>
53402
53403     <para>Moreover, your license from a particular copyright holder is
53404     reinstated permanently if the copyright holder notifies you of the
53405     violation by some reasonable means, this is the first time you have
53406     received notice of violation of this License (for any work) from that
53407     copyright holder, and you cure the violation prior to 30 days after your
53408     receipt of the notice.</para>
53409
53410     <para>Termination of your rights under this section does not terminate the
53411     licenses of parties who have received copies or rights from you under this
53412     License. If your rights have been terminated and not permanently
53413     reinstated, you do not qualify to receive new licenses for the same
53414     material under section 10.</para>
53415
53416     <bridgehead id="AcceptanceNotRequired" renderas="sect1">9. Acceptance Not
53417     Required for Having Copies.</bridgehead>
53418
53419     <para>You are not required to accept this License in order to receive or
53420     run a copy of the Program. Ancillary propagation of a covered work
53421     occurring solely as a consequence of using peer-to-peer transmission to
53422     receive a copy likewise does not require acceptance. However, nothing
53423     other than this License grants you permission to propagate or modify any
53424     covered work. These actions infringe copyright if you do not accept this
53425     License. Therefore, by modifying or propagating a covered work, you
53426     indicate your acceptance of this License to do so.</para>
53427
53428     <bridgehead id="AutomaticDownstream" renderas="sect1">10. Automatic
53429     Licensing of Downstream Recipients.</bridgehead>
53430
53431     <para>Each time you convey a covered work, the recipient automatically
53432     receives a license from the original licensors, to run, modify and
53433     propagate that work, subject to this License. You are not responsible for
53434     enforcing compliance by third parties with this License.</para>
53435
53436     <para>An "entity transaction" is a transaction transferring control of an
53437     organization, or substantially all assets of one, or subdividing an
53438     organization, or merging organizations. If propagation of a covered work
53439     results from an entity transaction, each party to that transaction who
53440     receives a copy of the work also receives whatever licenses to the work
53441     the party's predecessor in interest had or could give under the previous
53442     paragraph, plus a right to possession of the Corresponding Source of the
53443     work from the predecessor in interest, if the predecessor has it or can
53444     get it with reasonable efforts.</para>
53445
53446     <para>You may not impose any further restrictions on the exercise of the
53447     rights granted or affirmed under this License. For example, you may not
53448     impose a license fee, royalty, or other charge for exercise of rights
53449     granted under this License, and you may not initiate litigation (including
53450     a cross-claim or counterclaim in a lawsuit) alleging that any patent claim
53451     is infringed by making, using, selling, offering for sale, or importing
53452     the Program or any portion of it.</para>
53453
53454     <bridgehead id="Patents" renderas="sect1">11. Patents.</bridgehead>
53455
53456     <para>A "contributor" is a copyright holder who authorizes use under this
53457     License of the Program or a work on which the Program is based. The work
53458     thus licensed is called the contributor's "contributor version".</para>
53459
53460     <para>A contributor's "essential patent claims" are all patent claims
53461     owned or controlled by the contributor, whether already acquired or
53462     hereafter acquired, that would be infringed by some manner, permitted by
53463     this License, of making, using, or selling its contributor version, but do
53464     not include claims that would be infringed only as a consequence of
53465     further modification of the contributor version. For purposes of this
53466     definition, "control" includes the right to grant patent sublicenses in a
53467     manner consistent with the requirements of this License.</para>
53468
53469     <para>Each contributor grants you a non-exclusive, worldwide, royalty-free
53470     patent license under the contributor's essential patent claims, to make,
53471     use, sell, offer for sale, import and otherwise run, modify and propagate
53472     the contents of its contributor version.</para>
53473
53474     <para>In the following three paragraphs, a "patent license" is any express
53475     agreement or commitment, however denominated, not to enforce a patent
53476     (such as an express permission to practice a patent or covenant not to sue
53477     for patent infringement). To "grant" such a patent license to a party
53478     means to make such an agreement or commitment not to enforce a patent
53479     against the party.</para>
53480
53481     <para>If you convey a covered work, knowingly relying on a patent license,
53482     and the Corresponding Source of the work is not available for anyone to
53483     copy, free of charge and under the terms of this License, through a
53484     publicly available network server or other readily accessible means, then
53485     you must either (1) cause the Corresponding Source to be so available, or
53486     (2) arrange to deprive yourself of the benefit of the patent license for
53487     this particular work, or (3) arrange, in a manner consistent with the
53488     requirements of this License, to extend the patent license to downstream
53489     recipients. "Knowingly relying" means you have actual knowledge that, but
53490     for the patent license, your conveying the covered work in a country, or
53491     your recipient's use of the covered work in a country, would infringe one
53492     or more identifiable patents in that country that you have reason to
53493     believe are valid.</para>
53494
53495     <para>If, pursuant to or in connection with a single transaction or
53496     arrangement, you convey, or propagate by procuring conveyance of, a
53497     covered work, and grant a patent license to some of the parties receiving
53498     the covered work authorizing them to use, propagate, modify or convey a
53499     specific copy of the covered work, then the patent license you grant is
53500     automatically extended to all recipients of the covered work and works
53501     based on it.</para>
53502
53503     <para>A patent license is "discriminatory" if it does not include within
53504     the scope of its coverage, prohibits the exercise of, or is conditioned on
53505     the non-exercise of one or more of the rights that are specifically
53506     granted under this License. You may not convey a covered work if you are a
53507     party to an arrangement with a third party that is in the business of
53508     distributing software, under which you make payment to the third party
53509     based on the extent of your activity of conveying the work, and under
53510     which the third party grants, to any of the parties who would receive the
53511     covered work from you, a discriminatory patent license (a) in connection
53512     with copies of the covered work conveyed by you (or copies made from those
53513     copies), or (b) primarily for and in connection with specific products or
53514     compilations that contain the covered work, unless you entered into that
53515     arrangement, or that patent license was granted, prior to 28 March
53516     2007.</para>
53517
53518     <para>Nothing in this License shall be construed as excluding or limiting
53519     any implied license or other defenses to infringement that may otherwise
53520     be available to you under applicable patent law.</para>
53521
53522     <bridgehead id="NoSurrender" renderas="sect1">12. No Surrender of Others'
53523     Freedom.</bridgehead>
53524
53525     <para>If conditions are imposed on you (whether by court order, agreement
53526     or otherwise) that contradict the conditions of this License, they do not
53527     excuse you from the conditions of this License. If you cannot convey a
53528     covered work so as to satisfy simultaneously your obligations under this
53529     License and any other pertinent obligations, then as a consequence you may
53530     not convey it at all. For example, if you agree to terms that obligate you
53531     to collect a royalty for further conveying from those to whom you convey
53532     the Program, the only way you could satisfy both those terms and this
53533     License would be to refrain entirely from conveying the Program.</para>
53534
53535     <bridgehead id="UsedWithAGPL" renderas="sect1">13. Use with the
53536     <acronym>GNU</acronym> Affero General Public License.</bridgehead>
53537
53538     <para>Notwithstanding any other provision of this License, you have
53539     permission to link or combine any covered work with a work licensed under
53540     version 3 of the <acronym>GNU</acronym> Affero General Public License into
53541     a single combined work, and to convey the resulting work. The terms of
53542     this License will continue to apply to the part which is the covered work,
53543     but the special requirements of the <acronym>GNU</acronym> Affero General
53544     Public License, section 13, concerning interaction through a network will
53545     apply to the combination as such.</para>
53546
53547     <bridgehead id="RevisedVersions" renderas="sect1">14. Revised Versions of
53548     this License.</bridgehead>
53549
53550     <para>The Free Software Foundation may publish revised and/or new versions
53551     of the <acronym>GNU</acronym> General Public License from time to time.
53552     Such new versions will be similar in spirit to the present version, but
53553     may differ in detail to address new problems or concerns.</para>
53554
53555     <para>Each version is given a distinguishing version number. If the
53556     Program specifies that a certain numbered version of the
53557     <acronym>GNU</acronym> General Public License "or any later version"
53558     applies to it, you have the option of following the terms and conditions
53559     either of that numbered version or of any later version published by the
53560     Free Software Foundation. If the Program does not specify a version number
53561     of the <acronym>GNU</acronym> General Public License, you may choose any
53562     version ever published by the Free Software Foundation.</para>
53563
53564     <para>If the Program specifies that a proxy can decide which future
53565     versions of the <acronym>GNU</acronym> General Public License can be used,
53566     that proxy's public statement of acceptance of a version permanently
53567     authorizes you to choose that version for the Program.</para>
53568
53569     <para>Later license versions may give you additional or different
53570     permissions. However, no additional obligations are imposed on any author
53571     or copyright holder as a result of your choosing to follow a later
53572     version.</para>
53573
53574     <bridgehead id="WarrantyDisclaimer" renderas="sect1">15. Disclaimer of
53575     Warranty.</bridgehead>
53576
53577     <para>THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY
53578     APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT
53579     HOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY
53580     OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO,
53581     THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
53582     PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM
53583     IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF
53584     ALL NECESSARY SERVICING, REPAIR OR CORRECTION.</para>
53585
53586     <bridgehead id="LiabilityLimitation" renderas="sect1">16. Limitation of
53587     Liability.</bridgehead>
53588
53589     <para>IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN
53590     WRITING WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MODIFIES AND/OR
53591     CONVEYS THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES,
53592     INCLUDING ANY GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES
53593     ARISING OUT OF THE USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT
53594     LIMITED TO LOSS OF DATA OR DATA BEING RENDERED INACCURATE OR LOSSES
53595     SUSTAINED BY YOU OR THIRD PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE
53596     WITH ANY OTHER PROGRAMS), EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN
53597     ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.</para>
53598
53599     <bridgehead id="InterpretationSecs1516" renderas="sect1">17.
53600     Interpretation of Sections 15 and 16.</bridgehead>
53601
53602     <para>If the disclaimer of warranty and limitation of liability provided
53603     above cannot be given local legal effect according to their terms,
53604     reviewing courts shall apply local law that most closely approximates an
53605     absolute waiver of all civil liability in connection with the Program,
53606     unless a warranty or assumption of liability accompanies a copy of the
53607     Program in return for a fee.</para>
53608
53609     <bridgehead>END OF TERMS AND CONDITIONS</bridgehead>
53610
53611     <bridgehead id="HowToApply" renderas="sect1">How to Apply These Terms to
53612     Your New Programs</bridgehead>
53613
53614     <para>If you develop a new program, and you want it to be of the greatest
53615     possible use to the public, the best way to achieve this is to make it
53616     free software which everyone can redistribute and change under these
53617     terms.</para>
53618
53619     <para>To do so, attach the following notices to the program. It is safest
53620     to attach them to the start of each source file to most effectively state
53621     the exclusion of warranty; and each file should have at least the
53622     "copyright" line and a pointer to where the full notice is found.</para>
53623
53624     <screen>
53625 <replaceable>one line to give the program's name and a brief idea of what it does.</replaceable>
53626 Copyright (C) <replaceable>year</replaceable> <replaceable>name of author</replaceable>
53627
53628 This program is free software: you can redistribute it and/or modify
53629 it under the terms of the <acronym>GNU</acronym> General Public License as published by
53630 the Free Software Foundation, either version 3 of the License, or
53631 (at your option) any later version.
53632
53633 This program is distributed in the hope that it will be useful,
53634 but WITHOUT ANY WARRANTY; without even the implied warranty of
53635 MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
53636 <acronym>GNU</acronym> General Public License for more details.
53637
53638 You should have received a copy of the <acronym>GNU</acronym> General Public License
53639 along with this program.  If not, see <ulink url="http://www.gnu.org/licenses/">http://www.gnu.org/licenses/</ulink>.
53640   </screen>
53641
53642     <para>Also add information on how to contact you by electronic and paper
53643     mail.</para>
53644
53645     <para>If the program does terminal interaction, make it output a short
53646     notice like this when it starts in an interactive mode:</para>
53647
53648     <screen>
53649 <replaceable>program</replaceable> Copyright (C) <replaceable>year</replaceable> <replaceable>name of author</replaceable>
53650 This program comes with ABSOLUTELY NO WARRANTY; for details type `<literal>show w</literal>'.
53651 This is free software, and you are welcome to redistribute it
53652 under certain conditions; type `<literal>show c</literal>' for details.
53653   </screen>
53654
53655     <para>The hypothetical commands `<literal>show w</literal>' and
53656     `<literal>show c</literal>' should show the appropriate parts of the
53657     General Public License. Of course, your program's commands might be
53658     different; for a GUI interface, you would use an "about box".</para>
53659
53660     <para>You should also get your employer (if you work as a programmer) or
53661     school, if any, to sign a "copyright disclaimer" for the program, if
53662     necessary. For more information on this, and how to apply and follow the
53663     <acronym>GNU</acronym> <acronym>GPL</acronym>, see <ulink url="http://www.gnu.org/licenses/">http://www.gnu.org/licenses/</ulink>.</para>
53664
53665     <para>The <acronym>GNU</acronym> General Public License does not permit
53666     incorporating your program into proprietary programs. If your program is a
53667     subroutine library, you may consider it more useful to permit linking
53668     proprietary applications with the library. If this is what you want to do,
53669     use the <acronym>GNU</acronym> Lesser General Public License instead of
53670     this License. But first, please read <ulink url="http://www.gnu.org/philosophy/why-not-lgpl.html">http://www.gnu.org/philosophy/why-not-lgpl.html</ulink>.</para>
53671   </appendix>
53672 </book>