1 .. include:: images.rst
4 Implementation Checklist
5 ========================
7 The following guide will walk you through the areas of Koha you need to
8 look at in order to prepare to start using the system.
10 .. _data-migration-label:
13 -----------------------------------
15 Before you can start using Koha you'll need to have some data. This can
16 be done by entering it all by hand, but most people already have their
17 data in electronic format of some sort and just need to reformat it a
18 bit for importing into Koha.
20 - Create a list of libraries and enter their info and codes into
21 :ref:`Libraries <libraries-label>`
23 - Define your list of :ref:`Item Types`
25 - Define your patron categories and enter the categories and their
26 codes into :ref:`Patron Categories`
28 - Enter any additional patron information fields you use in your
29 library in the :ref:`Patron Attributes <patron-attribute-types-label>`
31 - Requires that you first set the
32 :ref:`ExtendedPatronAttributes` system
33 preference if you have custom fields
35 - Define all of your :ref:`Authorized Values`
37 - `Collection codes <#ccode>`__
39 - `Shelving locations <#shelvelocvals>`__
41 - Item statuses (`lost <#lost>`__, `not for loan <#notforloan>`__,
42 `damaged <#damageauth>`__, `withdrawn <#withdrawnauth>`__)
44 - Plus any others that are needed in your library
46 - Optionally define :ref:`City/State/Postal Code <cities-and-towns-label>` combos
48 - :ref:`Map your bibliographic data <koha-to-marc-mapping-label>` from your legacy
49 system to Koha fields and migrate (remembering to use the collection,
50 shelving, item type and library codes you entered in the above
53 - :ref:`Map your patron data <patron-import-label>` from your legacy system to
54 the Koha fields and migrate (remembering to use the patron and
55 library codes you defined above)
57 - Test your migrated data to be sure that everything is as you expect
58 it to be, some things to test include:
60 - Check some of your titles with diacritics and make sure that they
63 - Check titles in a series and make sure that series information
66 - Make sure that your patrons have their contact information in the
69 - If your serials data was migrated search for these records in the
70 catalog and confirm that they look right.
72 - If your serials data was migrated search for these records in the
73 serials module and confirm that they look right.
75 - Check marc records to verify a variety of items are cataloged
78 - Check cataloging process to see if all necessary fields are
81 - If fines are migrated, check to see that they are applied
84 - If holds are migrated, check to see they are accurate in catalog
87 .. _admin-configuration-label:
90 -----------------------------------
92 Most of these preferences won't need to be changed to use your Koha
93 system, but there are a few that you might want to customize.
95 - If your library uses CAS Authentication, you'll want to set the
96 various :ref:`CAS system preferences <cas-authentication-label>`
98 - Administration System Preferences
100 - :ref:`KohaAdminEmailAddress` : This is the
101 email address that will be used by the system in 'from' lines and
102 to send errors to if there is no email set for the branch
104 - :ref:`noItemTypeImages` : Decide if you want to
105 show item type icons in the staff client and opac
107 - :ref:`delimiter` : This value will be put in between
108 fields when exporting data from Koha
110 - :ref:`virtualshelves` : Decide if you want the
111 staff and/or patrons to use lists in Koha
113 - :ref:`AutoLocation` : Require staff to log in to the
114 staff client from a specific IP range
116 - :ref:`IndependentBranches` : Prevent
117 librarians from editing content that belongs to other branches
119 - Go through the :ref:`Log System Preferences <logs-label>` and decide which
120 actions you want to keep track of in the logs
122 - Decide if you'd like to share your library's information with the
123 Koha community by setting the :ref:`Sharing system
124 preferences <share-anonymous-usage-statistics-label>`.
126 - Decide what `cron jobs <#cronjobsch>`__ you need to run and when.
128 - If you're using the long overdue cron job be sure to set your
129 :ref:`DefaultLongOverdueChargeValue`,
130 :ref:`DefaultLongOverdueLostValue <defaultlongoverduelostvalue-&-defaultlongoverduedays-label>` &
131 :ref:`DefaultLongOverdueDays <defaultlongoverduelostvalue-&-defaultlongoverduedays-label>`
134 .. _localization-configuration-label:
136 Localization Configuration
137 ------------------------------------------
139 Koha is used worldwide and so you need to make sure you set your
140 localization preferences so that options throughout Koha appear properly
141 for your location/language.
143 - Localization/Internationalization System Preferences
145 - :ref:`dateformat` : Decide how dates are displayed
148 - :ref:`opaclanguagesdisplay` : Decide if
149 patrons can choose what language the OPAC appears in
151 - :ref:`opaclanguages` : Decide which languages the
152 patrons can choose from
154 - :ref:`language` : Decide which languages appear in
157 - :ref:`CalendarFirstDayOfWeek` : Define your
158 first day of the week
160 .. _circulation-configuration-label:
162 Circulation Configuration
163 ----------------------------------------
165 Before you start circulating your collection you'll need to set up your
166 rules and preferences for circulation.
168 - Define your :ref:`Circulation/Fine rules <circulation-and-fine-rules-label>`
170 - Enter the :ref:`days your library is closed <calendar-label>` for fines
171 and due date calculations
173 - Circulation System Preferences
175 - :ref:`CircControl` : Define whether circ rules are
176 based on item's location, patron's location or transaction
179 - :ref:`useDaysMode` : Define how due dates are
182 - :ref:`finesCalendar` : Define how fines are
183 calculated (for every late date or only for days the library is
186 - :ref:`SpecifyDueDate` : Decide if staff are allowed
187 to override due dates on checkout
189 - :ref:`SpecifyReturnDate` : Decide if you want to
190 let the staff specify an arbitrary return date on checkin
192 - :ref:`itemBarcodeFallbackSearch` :
193 Decide if you want staff to be able to checkout using a keyword
194 search (title, call number, etc)
196 - :ref:`AutomaticItemReturn` : Decide if items
197 are sent back to the owning branch when checked in
199 - :ref:`todaysIssuesDefaultSortOrder` :
200 Decide how items checked out today display on the patron record
202 - :ref:`previousIssuesDefaultSortOrder`
203 : Decide how items checked out prior to today display on the
206 - :ref:`noissuescharge` : Define the maximum amount a
207 patron can owe before checkouts are blocked
209 - :ref:`ReturnBeforeExpiry` : Decide if patrons
210 need to return items before their accounts expire
212 - :ref:`AllowHoldsOnDamagedItems` : Decide
213 if patrons can place holds on items that are marked as damaged
215 - :ref:`AllowHoldPolicyOverride` : Decide
216 if you want the staff to be able to override the setting for
217 the above at checkout
219 - :ref:`maxreserves` : Decide how many items a patron
220 can have on hold at once
222 - :ref:`AllowHoldPolicyOverride` : Decide
223 if you want the staff to be able to override the setting for
224 the above at checkout
226 - :ref:`maxoutstanding` : Define the maximum amount a
227 patron can owe before holds are blocked
229 - :ref:`AllowHoldPolicyOverride` : Decide
230 if you want the staff to be able to override the setting for
231 the above at checkout
233 - :ref:`ReservesMaxPickUpDelay` : Define the
234 number of days before a hold expires
236 - :ref:`WebBasedSelfCheck` : Decide if you want to
237 use the built in web-based self-checkout system
239 - :ref:`AutoSelfCheckAllowed <autoselfcheckallowed-autoselfcheckid-&-autoselfcheckpass-label>` : Decide if
240 the self-checkout system requires login
242 - :ref:`ShowPatronImageInWebBasedSelfCheck`
243 : Decide if you want patron images to show on the self checkout
246 - :ref:`AllowNotForLoanOverride` : Decide if
247 you want the staff to be able to checkout items marked as 'not for
250 - :ref:`AllowRenewalLimitOverride` :
251 Decide if you want staff to override the limit put on renewals
253 - :ref:`AllowFineOverride` : Decide if you want
254 staff to be able to override fine limits
256 - :ref:`AllowTooManyOverride` : Descide if you
257 want staff to be able to check out more than the limit to a patron
259 - :ref:`RenewalPeriodBase` : Decide what date
260 renewals are based on
262 - :ref:`finesMode` : Switch to 'Calculate and Charge'
263 before go live if you charge fines
265 - `OverdueNoticeBcc <#OverdueNoticeBcc>`__ : If you want to receive
266 a copy of every overdue notice sent out, enter your email address
269 - :ref:`emailLibrarianWhenHoldIsPlaced`
270 : Decide if you want an email every time a hold is placed
272 - :ref:`ReservesControlBranch` : Decide which
273 branch's hold rules are considered first
275 - :ref:`soundon <audioalerts-label>` : Decide if you want to have sounds on
276 for circulation actions
278 - :ref:`FilterBeforeOverdueReport` : If
279 you have a large amount of overdues, you might want to turn this
280 preference on so as to allow you to filter before results appear
282 - :ref:`DisplayClearScreenButton` : If you
283 have a lot of staff members sharing one circ computer you might
284 want to enable this so that staff can clear the screen in between
285 checkouts to protect patron's privacy
287 - :ref:`CircAutoPrintQuickSlip` : Decide how
288 you want Koha to react if you scan in a blank barcode on the
291 - :ref:`SuspendHoldsIntranet` and/or
292 :ref:`SuspendHoldsOpac` : Decide if you want
293 patrons and/or staff to be able to suspend holds
295 - :ref:`AutoResumeSuspendedHolds` : If
296 you allow holds to be suspended decide if you want them to
297 automatically resume on the date entered by the staff and/or
300 - :ref:`OnSiteCheckouts` : Decide if you want to
301 allow items to be checked out for use within the library
303 - :ref:`RecordLocalUseOnReturn` : Set this to
304 record local use of items when you check them in
306 - Customize your :ref:`Notices & Slips`
308 - Define your :ref:`Overdue Notice Triggers <overdue-notice/status-triggers-label>`
310 - Set up your :ref:`cron jobs <cron-jobs-label>`
312 - Populate :ref:`your holds queue <holds-queue-label>` (every 1-4 hours)
314 - Decide :ref:`when holds expire <expired-holds-label>` (daily)
316 - :ref:`Calculate fines due <fines-label>` (daily)
318 - Fines on hourly loans will calculate when you check the items
321 - :ref:`Mark long overdue items as lost <long-overdues-label>` (daily)
323 - Decide when the system :ref:`sends out messages <message-queue-label>` (1-4
326 - Decide when the system :ref:`queues overdue
327 notices <overdue-notice-label>` (daily)
329 - Set up :ref:`hold notices that didn't send for
330 printing <print-hold-notices-label>` (daily after overdues and message
333 - Decide when the system :ref:`queues the advanced notice of items
334 due <advanced-notice-label>` (daily)
336 - Find holds that need to be :ref:`resumed and remove
337 suspension <unsuspend-holds-label>` (daily)
339 - If you're allowing automatic renewal of items :ref:`set them to
340 renew <automatic-renewal-label>` (nightly)
342 .. _patron-configuration-label:
345 ---------------------------------------
347 You have already imported patron data from your old system, but there
348 are plenty of options available to you regarding patrons and their
351 - Enter your :ref:`staff members as patrons <add-a-staff-patron-label>`
353 - Define :ref:`staff members access permissions <patron-permissions-label>`
355 - Patron System Preferences
357 - :ref:`autoMemberNum` : Decide if the patrons
358 barcodes are auto-generated or if you enter them yourself
360 - :ref:`MaxFine` : Determine the maximum amount that people
363 - :ref:`NotifyBorrowerDeparture` : Decide
364 when to warn staff that the patron account is about to expire
366 - :ref:`intranetreadinghistory` : Decide if
367 the staff can see the patron's reading/checkout history
369 - :ref:`BorrowerMandatoryField` : List fields
370 that you want to appear as mandatory on the patron add/edit form
372 - :ref:`BorrowersTitles` : Add or change the titles
375 - :ref:`borrowerRelationship` : Add or change
376 borrower relationships (child to adult and professional to
379 - :ref:`AutoEmailPrimaryAddress` : Determine
380 if the patrons get an email confirming the creation of their
383 - :ref:`EnhancedMessagingPreferences` :
384 Decide if staff can choose from a series of notices (other than
385 overdues) for patrons
387 - :ref:`EnhancedMessagingPreferencesOPAC`:
388 Decide if patrons can choose from a series of notices (other than
389 ovedues) for themselves
391 - :ref:`patronimages` : Decide if you want to save
392 patron images in your system
394 - :ref:`ExtendedPatronAttributes` : Decide
395 if you want to enable custom patron fields
397 - :ref:`minPasswordLength` : Enter the minimum
398 number of characters you want passwords to have
400 - :ref:`BorrowerUnwantedField` : Decide what
401 fields your library doesn't need to see on the patron entry form
403 - Set up your :ref:`cron jobs <cron-jobs-label>`
405 - Decide if you would like :ref:`children to automatically be come
406 adults <update-child-to-adult-patron-type-label>`
408 .. _cataloging-configuration-label:
410 Cataloging Configuration
411 ------------------------------------------
413 Before you start cataloging in Koha you'll want to set up your
414 preferences and other rules.
416 - Define your cataloging templates aka :ref:`MARC Bibliographic
417 Frameworks <marc-bibliographic-frameworks-label>`
419 - Run the :ref:`MARC Bibliographic Framework
420 Test <marc-bibliographic-framework-test-label>` to be sure your changes are valid
422 - Define any :ref:`authorized values <authorized-values-label>` you might want
425 - Set up :ref:`custom classification sources <classification-sources-label>` (if
426 you use something other than the defaults)
428 - Set up :ref:`MARC matching rules <record-matching-rules-label>` for importing
429 records from mrc files or Z39.50
431 - Set up :ref:`Koha to Keyword mapping <keywords-to-marc-mapping-label>` for deciding how
432 to display marc fields to the screen (still in beta - only one field)
434 - Set up the :ref:`Z39.50 targets <z39.50/sru-servers-label>` you want to search for
435 cataloging (and acquisitions)
437 - Cataloging System Preferences
439 - :ref:`URLLinkText` : Enter text to display when 856
440 fields do not have pre-defined labels
442 - :ref:`hide\_marc <hide\_marc-label>` : If you are unfamiliar with MARC you
443 can have the MARC fields number hidden
445 - :ref:`LabelMARCView` : Choose how you want duplicate
446 fields to appear on the editor
448 - :ref:`DefaultClassificationSource` :
449 Choose which classification source is the default in your library
451 - :ref:`advancedMARCeditor` : Decide if you need
452 labels to appear on your MARC editor
454 - :ref:`marcflavour` : Choose your MARC format
456 - :ref:`itemcallnumber` : Enter which field and
457 subfields to look into for the call number
459 - :ref:`MARCOrgCode` : Enter your MARC Organizational
460 Code (not the same as your OCLC number)
462 - :ref:`autoBarcode` : Decide if Koha generates item
465 - :ref:`OpacSuppression <opacsuppression,-opacsuppressionbyiprange,-opacsuppressionredirect,-and-opacsuppressionmessage-label>` : Decide if you want to
466 hide items marked as suppressed from the OPAC search results
468 - Set up your :ref:`cron jobs <cron-jobs-label>`
470 - Decide when the system :ref:`checks URLs in catalog
471 records <check-urls-label>` to see if they are still valid
473 .. _authorities-configuration-label:
475 Authorities Configuration
476 -----------------------------------------------
478 Koha has the ability to keep track of your authority records and how
479 they're linked to your bibliographic records. Before using authorities
480 you should configure several preferences.
482 - Set :ref:`Authority Frameworks <authority-types-label>` aka templates
484 - Authority System Preferences
486 - :ref:`BiblioAddsAuthorities` : Decide if
487 Koha creates authorities when cataloging
489 - `dontmerge <#dontmerge>`__ : Decide if updates to authorities
490 trigger updates to the bibliographic records that link to them
492 - :ref:`AutoCreateAuthorities` : Decide when
493 authorities are created
495 - :ref:`LinkerModule` : Decide which match the
496 authority linker should use
498 - :ref:`LinkerOptions` : Decide if you want authority
499 linking to be broader or more specific
501 - :ref:`CatalogModuleRelink` : Decide if you
502 want to enable authority linking while cataloging
504 - Set up your :ref:`cron jobs <cron-jobs-label>`
506 - Choose when the system looks for authorities updates to :ref:`merge
507 changes into bibliographic records <update-authorities-label>`
509 .. _searching-configuration-label:
511 Searching Configuration
512 -------------------------------------------
514 There are several system preferences related to searching, it is not
515 always recommended to make too many changes to these preferences since
516 they are set to get you the most relevant results. If you would like to
517 change the default way that Koha handles searching, view the :ref:`Searching
518 system preferences <searching-label>` tab.
520 - Set up your :ref:`cron jobs <cron-jobs-label>`
522 - Decide how often your :ref:`system rebuilds the search
523 index <rebuild-index-label>` (4-10 min)
525 - Searching System Preferences
527 - :ref:`AdvancedSearchTypes` : Decide which
528 authorized value fields you want patrons and staff to be able to
529 limit their advanced searches by
531 - :ref:`AdvancedSearchLanguages` : Decide
532 which languages you want people to be able to limit to via the
535 - :ref:`UseAuthoritiesForTracings` :
536 Decide how you want Koha to handle subject searches in the OPAC
538 - :ref:`TraceCompleteSubfields` : Decide
539 how you want Koha to handle subject searches in the OPAC
541 - :ref:`TraceSubjectSubdivisions` :
542 Decide how you want Koha to handle subject searches in the OPAC
544 - :ref:`displayFacetCount` : Decide whether to
545 show facet counts on search results
547 .. _opac-configuration-label:
550 ---------------------------------
552 There are a lot of ways you can customize your OPAC in Koha.
554 - Decide how you want your OPAC to look & what content you want on the
557 - Create a library branded stylesheet using CSS
561 Do not edit the default CSS files, instead create a new one,
562 that way the system can always fall back on the original CSS.
564 - Create a custom XSLT stylesheet to change the way search results and
565 bib records appear in the OPAC
567 - OPAC System preferences
569 - :ref:`OPACBaseURL` : Enter your library's url
571 - :ref:`opacuserlogin` : Decide if you want to allow
572 patrons to login to the OPAC to access customized functionality
573 (searching will be allowed without logging in)
575 - :ref:`RequestOnOpac` : Decide if patrons can
576 place holds via the OPAC
578 - :ref:`OpacPasswordChange` : Decide if
579 patrons can change their password (don't allow this if you're
582 - :ref:`OpacRenewalAllowed` : Decide if
583 patrons can renew their checked out items via the OPAC
585 - :ref:`opacreadinghistory` : Decide if
586 patrons can view their reading/checkout history via the OPAC
588 - :ref:`reviewson` : Decide if you want to allow
589 patrons to comment on bib records via the OPAC
591 - :ref:`OpacStarRatings` : Decide if patrons can
594 - :ref:`virtualshelves` : Decide if you want
595 patrons to be able to create Lists
597 - :ref:`OpacAllowPublicListCreation`
598 : If patrons can create lists then decide if they are allowed
599 to create public lists
601 - :ref:`suggestion` : Decide if you want patrons
602 to be able to submit purchase suggestions
604 - :ref:`OPACViewOthersSuggestions` :
605 Decide if you want patrons to be able to see purchase
606 suggestions made by other patrons
608 - :ref:`opacbookbag` : Decide if patrons can save items
611 - :ref:`AnonSuggestions` : Decide if you want non
612 logged in users to be able to make purchase suggestions
614 - :ref:`LibraryName` : Enter your library name for
615 display in the <title> tag and on the top of the OPAC
617 - :ref:`opaccredits` : Enter HTML to appear at the
618 bottom of every page in the OPAC
620 - :ref:`OpacMainUserBlock` : Enter HTML that will
621 appear in the center of the main OPAC page
623 - :ref:`OpacNav` : Enter HTML that will appear to the left
624 on the main OPAC page
626 - :ref:`OpacNavBottom` : Enter HTML that will appear
629 - :ref:`OpacNavRight` : Enter HTML that will appear
630 below the login box on the right
632 - :ref:`opacheader` : Enter the HTML that will appear
633 above the search box on the OPAC
635 - :ref:`OPACNoResultsFound` : Enter the HTML that
636 will appear when no results are found
638 - :ref:`OPACResultsSidebar` : Enter the HTML that
639 will appear below the facets on your search results
641 - :ref:`OPACMySummaryHTML` : Enter the HTML that
642 will appear in the far right of the circulation summary in the
645 - Customize your stylesheets:
647 - :ref:`OPACUserCSS` : Enter any additional fields
648 you want to define styles for
650 - :ref:`opaclayoutstylesheet` : Point to a
651 CSS file on your Koha server
653 - :ref:`OpacHighlightedWords <opachighlightedwords-&-nothighlightedwords-label>` : Decide if you
654 want search terms to be highlighted on the search results
656 - :ref:`hidelostitems` : Decide if you want to show
657 patrons items you have marked as lost
659 - :ref:`BiblioDefaultView` : Decide what view is
660 the default for bib records on the OPAC
662 - :ref:`OPACShelfBrowser` : Decide if you want to
663 enable the shelf browse functionality
665 - :ref:`OPACURLOpenInNewWindow` : Decide if
666 URLs clicked in the OPAC are opened in a new window
668 - :ref:`SearchMyLibraryFirst` : If you have a
669 multi-branch system decide if you want patrons to search their
672 - :ref:`OpacAuthorities` : Decide if you want
673 patrons to be able to search your authority file
675 - :ref:`OpacBrowser` : Decide if you want patrons to
676 browse your authority file (French libraries only)
678 - :ref:`OPACSearchForTitleIn` : Choose which
679 libraries you want patrons to be able to re-run their search in
681 - :ref:`OpacAddMastheadLibraryPulldown`
682 : If you're a multi-branch system you can add a pull down to the
683 search bar for patrons to search which library to search
685 - :ref:`EnableOpacSearchHistory` : Decide if
686 you want the system to keep a search history
688 - Set up your :ref:`cron jobs <cron-jobs-label>`
690 - If you have the :ref:`OpacBrowser` preference set
691 decide :ref:`when you want the contents to
692 rebuild <authorities-browser-label>` (French libraries only)
694 - If you have :ref:`custom RSS feeds <custom-rss-feeds-label>`, decide when you
695 want the :ref:`feed to be populated <rss-feeds-label>`
697 .. _editable-opac-regions-label:
699 Editable OPAC Regions
700 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
702 Using the OPAC system preferences you can customize various regions, the
703 following graphic will define what preferences update each of the
704 regions in the Bootstrap theme.
708 .. _enhanced-content-configuration-label:
710 Enhanced Content Configuration
711 -------------------------------------------------
713 Koha allows you to pull in content from outside sources to enhance your
714 bib records. All of this content can be toggled on and off using the
715 enhanced content system preferences.
717 - :ref:`FRBR/Editions <frbrizeeditions-label>`
719 - If you would like to have your OPAC and/or staff client show an
720 'Editions' tab on the bibliographic record, you want to enable one or the
721 other FRBR preferences and then the ISBN
724 - :ref:`Amazon <amazon-label>` : This service is free and just requires
725 that you visit http://aws.amazon.com to sign up
727 - Using the Amazon preferences you can choose to show cover images
730 - :ref:`Babelthèque`
732 - This is a pay service. Contact Babelthèque to learn how to enable
733 this content in the OPAC.
735 - :ref:`Baker and Taylor <baker-&-taylor-label>`
737 - This is a pay service from Baker & Taylor. Contact Baker & Taylor
738 for the information to enter into these preferences.
742 - This allows libraries to embed streaming media in their catalog
746 - This service is free and does not require registration, simply
747 enable GoogleJackets and you're set to go.
749 - :ref:`I Deam Books <idreamlibraries-label>`
751 - This is a free service that compiles reviews for popular titles
752 from many different sources.
754 - :ref:`LibraryThing`
756 - With the exception of ThingISBN, you will need to contact
757 LibraryThing for the information to enter into these preferences
759 - Enabling ThingISBN will help to populate the editions tab on the
760 bib record display if you have enabled FRBR.
762 - :ref:`Novelist <novelist-select-label>`
764 - This is a pay service from Ebsco. Contact Ebsco for the
765 information to enter into these preferences
767 - :ref:`Open Library`
769 - Open Library project is an open system that you can pull cover
770 images (and in the future additional content) from
774 - This is a pay service that libraries can subscribe to for ebook
775 content. If the library subscribes to Overdrive they can integrate
776 that content in to Koha for free.
780 - This is a pay service from Syndetics to add content for your bib
781 records. Contact Syndetics for the information to enter into these
784 - :ref:`Tagging <tagging-label>`
786 - Choose whether or not you want to allow patrons to add tags to
789 .. _acquisitions-configuration-label:
791 Acquisitions Configuration
792 ----------------------------------------
794 When using acquisitions in Koha you first need to define some defaults.
796 - Set up your :ref:`funds & budgets <budgets-label>`
798 - Choose your :ref:`default currency <currencies-and-exchange-rates-label>` and enter
799 others if you order from multiple countries
801 - Enter in your :ref:`vendor information <vendors-label>`
803 - Create an :ref:`Framework with the code ACQ <marc-bibliographic-frameworks-label>` (if
804 you're going to enter item records at the time of ordering or
807 - Acquisitions System preferences
809 - :ref:`AcqCreateItem` : Decide if an item record is
810 created during acquisition
812 - :ref:`CurrencyFormat` : Decide how you want
813 monetary amounts to display
815 - :ref:`gist` : Enter your sales tax (if you are billed for
818 - :ref:`OrderPdfFormat` : Decide what format you want
819 your print orders to use
821 .. _serials-configuration-label:
823 Serials Configuration
824 ---------------------------------------
826 When you use serials there are a few options you can set before hand.
828 - Serials System Preferences
830 - :ref:`RenewSerialAddsSuggestion` :
831 Decide if you want renewing serials to add a suggestion for easy
834 - :ref:`RoutingSerials` : Decide if you want to route
835 serials around your library
837 - :ref:`RoutingListAddReserves` : Decide if
838 holds are placed on serials when there is a routing list in place
840 - Cataloging System Preferences
842 - :ref:`StaffSerialIssueDisplayCount` :
843 Decide how many of the most recent issues to display in the staff
846 - :ref:`OPACSerialIssueDisplayCount` :
847 Decide how many of the most recent issues to display in the OPAC
849 - :ref:`SubscriptionHistory` : Decide how you
850 want the subscription information to display in the OPAC
852 .. _planning-for-go-live-label:
855 -------------------------------------
857 Once you have all of your settings ready, you need to prepare for making
860 - Decide if you need training by an outside service or if your staff
861 can do the training themselves.
863 - Make sure that there is time for your staff to play with your test
864 system and get comfortable with it
866 - If this is a migration, work with your previous company to extract
867 data right before you go live
869 - Come up with URLs for your new Koha OPAC & Staff Client
871 - Make sure that if you're hosting your own system you have a backup