.. include:: images.rst
+.. _administration-label:
+
Administration
==============
-.. _administration-label:
+.. _basic-parameters-label:
Basic parameters
-----------------------------------
You will be unable to edit the 'Library code'
+.. _library-groups-label:
+
Library groups
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
points (ex. $5.00 should be entered as 5 or 5.00)
- You can add a default replacement cost for this type of item. If left
- blank, the replacement price of the item itelf will be cherged to the
+ blank, the replacement price of the item itself will be charged to the
user when the item is lost.
- **Important**
- Collection codes (appears when cataloging and working with items)
+- CONTROL\_NUM\_SEQUENCE
+
+ - Used to generate control numbers in the advanced cataloguing editor.
+ Enter a string ending with a number as the authorized value and use
+ the description to describe the type of number. For example: 'sprLib0001'
+ 'Springfield library'. In the advanced editor this will activate a
+ new widget that will allow you to choose the type of number and
+ generate the next number in the sequence.
+
+- COUNTRY
+
+ - Used in UNIMARC 102 $a
+
- DAMAGED
- Descriptions for items marked as damaged (appears when cataloging
- Departments are required by and will be used in the `Course
Reserves <#coursereserves>`__ module
+- ETAT
+
+ - Used in French UNIMARC installations in field 995 $o to identify item status.
+ Similar to NOT_LOAN
+
- HINGS\_AS
- General holdings: acquisition status designator :: This data
- General holdings: type of unit designator
+- HSBND\_FREQ
+
+ - Frequencies used by the housebound module. They are displayed on
+ the housebound tab in the patron account in staff.
+
- ITEMTYPECAT
- Allows multiple Item types to be searched in a category. Categories can be
This is helpful when a patron chooses the Search category of NEW, they could
get Koha to search multiple Item types with a single search.
+- LANG
+
+ - ISO 639-2 standard language codes
+
- LOC
Shelving location (usually appears when adding or editing an item). LOC maps to
Enter monetary amounts in the description without currency
symbols.
+- OPAC\_SUG
+
+ - A list of reasons displayed in the suggestion form on the OPAC.
+
- NOT\_LOAN
- Reasons why a title is not for loan
- Reasons why an order might have been cancelled
+- PAYMENT\_TYPE
+
+ - Populates a dropdown list of custom payment types when paying fines
+
+- qualif
+
+ - Function codes (author, editor, collaborator, etc.) used in UNIMARC 7XX $4
+ (French)
+
+- RELTERMS
+
+ - French terms of relations
+
- REPORT\_GROUP
- A way to sort and filter your reports, the default values in this
- List of patron suggestion reject or accept reasons (appears when
managing suggestions)
- - SUGGEST_FORMAT
+- SUGGEST\_FORMAT
- - List of Item types to display in a drop down menu on the Purchase suggestion
- form on the OPAC. When creating the authorized values for SUGGEST_FORMAT,
- enter a description into this form so it is visible on the OPAC to patrons.
+ - List of Item types to display in a drop down menu on the Purchase suggestion
+ form on the OPAC. When creating the authorized values for SUGGEST_FORMAT,
+ enter a description into this form so it is visible on the OPAC to patrons.
- - TERM
+- SUGGEST\_STATUS
- - Terms to be used in `Course Reserves <#coursereserves>`__ module.
- Enter Terms that will show in the drop down menu when setting up a Course
- reserve. (For example: Spring, Summer, Winter, Fall).
+ - A list of additional custom status values for suggestions that can
+ be used in addition to the default values.
+
+- STACK
+
+ - Shelving control number
+
+- TERM
+
+ - Terms to be used in `Course Reserves <#coursereserves>`__ module.
+ Enter Terms that will show in the drop down menu when setting up a Course
+ reserve. (For example: Spring, Summer, Winter, Fall).
- WITHDRAWN
|image1204|
+- You can set the preference for checking the patron's circulation history
+ when checking out an item. The default value for this is set in the
+ :ref:`CheckPrevCheckout` system preference. This setting can be
+ overridden on a per-patron basis in their :ref:`individual file <add-a-new-patron>`.
+
- Finally you can assign advanced messaging preferences by default to a
patron category
The rules are applied from most specific to less specific, using the
first found in this order:
-- same library, same patron type, same item type
+- same library, same patron category, same item type
-- same library, same patron type, all item type
+- same library, same patron category, all item types
-- same library, all patron types, same item type
+- same library, all patron categories, same item type
-- same library, all patron types, all item types
+- same library, all patron categories, all item types
-- default (all libraries), same patron type, same item type
+- default (all libraries), same patron category, same item type
-- default (all libraries), same patron type, all item types
+- default (all libraries), same patron category, all item types
-- default (all libraries), all patron types, same item type
+- default (all libraries), all patron categories, same item type
-- default (all libraries), all patron types, all item types
+- default (all libraries), all patron categories, all item types
The :ref:`CircControl` and
:ref:`HomeOrHoldingBranch` also come in to play when
the logged in library, the item cannot be checked out unless you are
a :ref:`superlibrarian <patron-permissions-defined-label>`.
- **Note**
-
- If you are a single library system choose your branch name before
- creating rules (sometimes having only rules for the 'all libraries'
- option can cause issues with holds)
-
**Important**
At the very least you will need to set a default circulation rule.
This rule should be set for all item types, all libraries and all
patron categories. That will catch all instances that do not match a
specific rule. When checking out if you do not have a rule for all
- libraries, all item types and all patron types then you may see
- patrons getting blocked from placing holds. You will also want a
- rule for your specific library set for all item types and all patron
- types to avoid this holds issue. Koha needs to know what rule to
- fall back on.
+ libraries, all item types and all patron categories then you may see
+ patrons getting blocked from placing holds.
-.. _default-circulation-rules-label:
+.. _defining-circulation-rules-label:
-Default circulation rules
+Defining circulation rules
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Using the issuing rules matrix you can define rules that depend on
-patron/item type combos. To set your rules, choose a library from the
-pull down (or 'all libraries' if you want to apply these rules to all
+patron category/item type combos. To set your rules, choose a library from the
+pull down (or 'Standard rules for all libraries' if you want to apply these rules to all
branches):
|image156|
- First choose which patron category you'd like the rule to be applied
to. If you leave this to 'All' it will apply to all patron categories
-- Choose the 'Item type' you would like this rule to apply to. If you
+- Choose the item type you would like this rule to apply to. If you
leave this to 'All' it will apply to all item types
+
+- Add notes about your circulation rule into the notes field. This can
+ be helpful to remember why and when something was last changed.
- Limit the number of items a patron can have checked out at the same
- time by entering a number in the 'Current checkouts allowed' field
+ time by entering a number in the 'Current checkouts allowed' field.
- If you're allowing :ref:`OnSiteCheckouts` then you
may also want to set a limit on the number of items patron's can have
entering the number of units (days or hours) in the 'Loan period'
box.
-- Choose which unit of time, Days or Hours, that the loan period and
+- Choose which unit of time, days or hours, that the loan period and
fines will be calculated in in the 'Unit' column
- You can also define a hard due date for a specific patron category
- and item type. A hard due date ignores your usual circulation rules
- and makes it so that all items of the type defined are due on, before
- or after the date you specify.
+ and item type. The hard due date offers three options:
+
+ - Exactly on: The due date of any item checked out with this rule
+ will be set to the hard due date.
+
+ - Before: Koha will calculate the normal loan period. If the calculated
+ due date would be after or on the hard due date, the hard due date
+ will be used instead.
+
+ - After: Koha will calculate the normal loan period. If the calculated
+ due date would be before the hard due date, the hard due date will
+ be used instead.
- 'Fine amount' should have the amount you would like to charge for
- overdue items
+ overdue items.
- **Important**
Enter only numbers and decimal points (no currency symbols).
- Enter the 'Fine charging interval' in the unit you set (ex. charge
- fines every 1 day, or every 2 hours)
+ fines every 1 day, or every 2 hours). The :ref:`finesCalendar`system
+ preference controls wether the days the library is closed will be taken
+ into account or not.
- 'When to charge' is most handy in libraries that have a fine charging
interval of more than 1 day.
- - End of interval
-
- - Given a grace period of 2 days and a fine interval of 7 days,
- the first fine will appear 7 days after the due date, it will
- always take one fine interval (7 days), before the first fine
- is charged
-
- - Start of interval
+ - End of interval: Given a grace period of 2 days and a fine interval of 7 days,
+ the first fine will appear 7 days after the due date, it will
+ always take one fine interval (7 days), before the first fine
+ is charged.
- - Given a grace period of 2 days and a fine interval of 7 days,
- the first fine will appear 2 days after the due date and the
- second fine 7 days after the due date.
+ - Start of interval: Given a grace period of 2 days and a fine interval of 7 days,
+ the first fine will appear 2 days after the due date and the
+ second fine 7 days after the due date.
- The 'Fine grace period' is the period of time an item can be overdue
- before you start charging fines.
+ before you start charging fines. The :ref:`FinesIncludeGracePeriod`
+ system preference controls if the grace period will be included when
+ calculating the fine or not.
- **Important**
This can only be set for the Day unit, not in Hours
-- The 'Overdue fines cap' is the maximum fine for this patron and item
- combination
+- The 'Overdue fines cap' is the maximum fine per item for this patron
+ and item type combination.
- **Important**
- If your library 'fines' patrons by suspending their account you can
enter the number of days their fine should be suspended in the
- 'Suspension in days' field
+ 'Suspension in days' field.
- **Important**
- This can only be set for the Day unit, not in Hours
+ This can only be set for the Day unit, not in Hours-
- You can also define the maximum number of days a patron will be
- suspended in the 'Max suspension duration' setting
+ suspended in the 'Max suspension duration' setting-
- Next decide if the patron can renew this item type and if so, enter
- how many times they can renew it in the 'Renewals allowed' box
+ how many times they can renew it in the 'Renewals allowed' box.
- If you're allowing renewals you can control how long the renewal loan
period will be (in the units you have chosen) in the 'Renewal period'
- box
+ box.
- If you're allowing renewals you can control how soon before the due
date patrons can renew their materials with the 'No renewals before'
- You can enable automatic renewals for certain items/patrons if you'd
like. This will renew automatically following your circulation rules
- unless there is a hold on the item
+ unless there is a hold on the item.
- **Important**
- **Important**
This feature needs to have the "no renewal before" column
- filled in or it will auto renew everyday after the due date
+ filled in or it will auto renew everyday after the due date.
+
+- If you are using automatic renewals, you can use the 'No automatic
+ renewals after' to limit the time a patron can have the item independent:
+ Exampple: Don't allow automatic renewals after a checkout period of 80 days.
+
+- Similar to the hard due date setting, you can also stop automatic renwals
+ after a specific date using the 'No automatic renwal after (hard limit)'
+ setting.
- If the patron can place holds on this item type, enter the total
numbers of items (of this type) that can be put on hold in the 'Holds
- allowed' field
+ allowed' field.
+
+- You can also set a daily limit on the number of holds a patron can place.
+
+- While the two settings before limit the holds that can be placed across
+ various records, the next setting is used to limit the number of holds
+ that can be placed on one record at the same time.
+ Example: For fiction books you might want to allow only one item to be placed
+ on hold at the same time by the same user. But for serials where items
+ represent different issues more than one hold at the same time is fine.
+
+- Next you can decide how the availability of items influences the ability
+ to place a hold. The 'On shelf holds allowed' option has three settings:
+
+ - Yes: This will allow to place holds on items at all times. It doesn't
+ matter if they are available or checked out.
+
+ - If any unavailable: This will allow to place a hold as soon as one
+ or more items of the record are checked out. It doesn't matter if
+ there are still one or more items available on the shelf.
-- Next you can decide if this patron/item combo are allowed to place
- holds on items that are on the shelf (or available in the library) or
- not. If you choose 'no' then items can only be placed on hold if
- checked out
+ - If all unavailable: This will allow to place a hold as soon as all
+ items on the record are checked out that could fill the hold. This is
+ especially useful for libraries that don't offer the service of getting items
+ placed on hold off the shelf for patrons.
- You can also decide if patrons are allowed to place item specific
holds on the item type in question. The options are:
- Allow: Will allow patrons the option to choose next available or
- item specific
+ a specific item.
- - Don't allow: Will only allow patrons to choose next available
+ - Don't allow: Will only allow patrons to choose next available item.
- - Force: Will only allow patrons to choose an specific item
+ - Force: Will only allow patrons to choose a specific item.
+
+- If you want to allow patrons to be able to place article requests, you
+
+ - **Important**
+
+ If you want to use the article request functionality
+ you need to enable it using the :ref:`ArticleRequests` system
+ preference and configure the form using the other related preferences.
- Finally, if you charge a `rental fee <#rentalcharge>`__ for the item
type and want to give a specific patron type a discount on that fee,
enter the percentage discount (without the % symbol) in the 'Rental
- Discount' field
+ discount' field
-When finished, click 'Add' to save your changes. To modify a rule,
-simply click the 'Edit' link to the right of the fule and edit the
-values that appear filled in at the bottom of the form.
+When finished, click 'Save' to save your changes. To modify a rule,
+simply click the 'Edit' link at the beginning or at the end of the row
+and edit the values that appear filled in at the bottom of the form.
|image158|
-If you would like to delete your rule, click the 'Delete' link to the
-right of the rule.
+If you would like to delete your rule, click the 'Delete' link at the beginning
+or at the end of the rule row.
To save time you can clone rules from one library to another by choosing
-the clone option above the rules matrix.
+the clone option above the rules matrix. Please note that this will overwrite
+all rules already configured for that library.
|image159|
.. _default-checkouts-and-hold-policy-label:
-Default checkout, hold and return policy
+Default checkout, hold, and return policy
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-You can set a default maximum number of checkouts and hold policy that
+You can set a default maximum number of checkouts, a default maximum number
+of holds and a hold policy that
will be used if none is defined below for a particular item type or
category. This is the fall back rule for defaults.
of items patrons can have checked out on site at a time
(:ref:`OnSiteCheckouts` needs to be set to 'Enable')
+- In 'Maximum total holds allowed (count)' enter the total number
+ of pending holds patrons can have at the same time.
+
- Control where patrons can place holds from using the 'Hold Policy'
menu
- Once your policy is set, you can unset it by clicking the 'Unset'
link to the right of the rule
-.. _checkouts-per-patron-label:
+.. _default-checkouts-and-hold-by-category-label:
-Default checkout limit by patron cateogry
+Default checkout and hold policy by patron cateogry
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-For this library, you can specify the maximum number of loans that a
-patron of a given category can make, regardless of the item type.
+For this library, you can specify the maximum number of checkouts,
+on-site checkouts and holds that a patron of a given category can have,
+regardless of the item type.
|image162|
**Note**
- If the total amount loanable for a given patron category is left
- blank, no limit applies, except possibly for a limit you define for
- a specific item type.
+ If the total amount of checkouts, on-site checkout and holds
+ for a given patron category is left blank, no limit applies,
+ except possibly for a limit you define in the circulation rules above.
For example, if you have a rule in the matrix that says Board patrons
are allowed 10 books and 5 DVDs but you want to make it so that Board
appear in this menu
- *Get there:*\ More > Administration > Basic parameters >
- :ref:`Authorized values <authorized_values-label>`
+ :ref:`Authorized values <authorized-values-label>`
- **Important**
|image244|
+ **Note**
+
+ Any tables with columns listed here have the option to export to Excel, export to CSV,
+ copy, or print within the table header
+
.. _audio-alerts-label:
Audio alerts
|image1216|
These options will appear in the OPAC for patrons to choose from on the
-:ref:`messaging tab <my-messaging-label>` if you have
+:ref:`messaging tab <your-messaging-label>` if you have
:ref:`EnhancedMessagingPreferences`
enabled.