.. include:: images.rst
+.. _administration-label:
+
Administration
==============
-.. _administration-label:
+.. _basic-parameters-label:
-Basic Parameters
+Basic parameters
-----------------------------------
*Get there:* More > Administration
.. _adding-a-library-label:
-Adding a Library
+Adding a library
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To add a new library:
-- Click 'New Library'
+- Click 'New library'
- The top of the form asks for some basics about the library
.. _editing/deleting-a-library-label:
-Editing/Deleting a Library
+Editing/deleting a library
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
You will be unable to delete any library that has patrons or items
You will be unable to edit the 'Library code'
+.. _library-groups-label:
+
Library groups
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. _item-types-label:
-Item Types
+Item types
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Koha allows you to organize your collection by item types and collection
codes.
-- *Get there:* More > Administration > Basic Parameters > Item Types
+- *Get there:* More > Administration > Basic parameters > Item types
Item types typically refer to the material type (book, cd, dvd, etc),
but can be used in any way that works for your library.
.. _adding-item-types-label:
-Adding Item Types
+Adding item types
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-To add a new item type, simply click the 'New Item Type' button at the
-top of the Item Types page.
+To add a new item type, simply click the 'New item type' button at the
+top of the Item types page.
|image135|
-- In the 'Item Type' field, enter a short code for your item type (maximum of 10 characters)
+- In the 'Item type' field, enter a short code for your item type (maximum
+ of 10 characters)
- The description is the plain text definition of the item type (for
those with multiple languages installed you can translate the item
To have your item type images appear in the OPAC you need to
set :ref:`noItemTypeImages` to 'Show'
- - *Get there:*\ More > Administration > Global System Preferences
- > :ref:`Admin <administration-label>`
+ - *Get there:*\ More > Administration > Global system preferences
+ > :ref:`Administration <administration-label>`
- For items that you are suppressing from the OPAC you can hide their
item type from being searched in the OPAC
Do not enter symbols in this field, only numbers and decimal
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 user when the item is lost.
+- You can add a default replacement cost for this type of item. If left
+ blank, the replacement price of the item itself will be charged to the
+ user when the item is lost.
- **Important**
Do not enter symbols in this field, only numbers and decimal
if you use a device like this you'll want to enter the SIP media
type.
-- When finished, click 'Save Changes'
+- When finished, click 'Save changes'
- **Note**
- All fields, with the exception of the 'Item Type' will be
- editable from the Item Types list
+ All fields, with the exception of the 'Item type' will be
+ editable from the Item types list
- Your new item type will now appear on the list
.. _editing-item-types-label:
-Editing Item Types
+Editing item types
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Each item type has an Edit button beside it. To edit an item simply
**Important**
You will not be able to edit the code you assigned as the 'Item
- Type' but you will be able to edit the description for the item.
+ type' but you will be able to edit the description for the item.
.. _deleting-item-types-label:
-Deleting Item Types
+Deleting item types
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Each item has a Delete button beside it. To delete an item type, simply click
.. _authorized-values-label:
-Authorized Values
+Authorized values
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Authorized values can be used in several areas of Koha. One reason you
would add an authorized value category would be to control the values
that can be entered into MARC fields by catalogers.
-- *Get there:* More > Administration > Basic Parameters > Authorized
- Values
+- *Get there:* More > Administration > Basic parameters > Authorized
+ values
.. _existing-values-label:
-Existing Values
+Existing values
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Koha installs with pre-defined values that your library is likely to
- 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: acquisition status designator :: This data
element specifies acquisition status for the unit at the time of
the holdings report.
- HINGS\_C
- - General Holdings: Completeness Designator
+ - General holdings: completeness designator
- HINGS\_PF
- - Physical Form Designators
+ - Physical form designators
- HINGS\_RD
- - General Holdings: Retention Designator :: This data element
+ - General holdings: retention designator :: This data element
specifies the retention policy for the unit at the time of the
holdings report.
- HINGS\_UT
- - General Holdings: Type of Unit Designator
+ - 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
- entered into the Authorized Value ITEMTYPECAT. To combine Item Types to this
- category, enter this Search Category to any Item Types.
+ - Allows multiple Item types to be searched in a category. Categories can be
+ entered into the Authorized value ITEMTYPECAT. To combine Item types to this
+ category, enter this Search category to any Item types.
- For example, an ITEMTYPECAT could be NEW, then in the Item Type
+ For example, an ITEMTYPECAT could be NEW, then in the Item type
for NEW BOOKS NEW DVDS, etc the search category could be added NEW.
- 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.
+ 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 items.location in the Koha database.
+ Shelving location (usually appears when adding or editing an item). LOC maps to
+ items.location in the Koha database.
- CART
- **Important**
- The value set as the Authorized Value for the MANUAL\_INV
+ The value set as the Authorized value for the MANUAL\_INV
authorized value category will appear as the Description and
- the Authorized Value Description will be used as the amount.
+ the Authorized value description will be used as the amount.
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.
+
+- SUGGEST\_STATUS
+
+ - A list of additional custom status values for suggestions that can
+ be used in addition to the default values.
+
+- STACK
- - 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.
+ - Shelving control number
- - TERM
+- TERM
- - Terms to be used in Course Reserves Module. Enter Terms that will show
- in the drop down menu when setting up a Course Reserve. (For example:
- Spring, Summer, Winter, Fall).
+ - 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
.. _add-new-authorized-value-category-label:
-Add new Authorized Value Category
+Add new authorized value category
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
In addition to the existing categories that come by default with Koha,
librarians can add their own authorized value categories to control data
that is entered into the system. To add a new category:
-- Click 'New Category'
+- Click 'New category'
|image144|
- When adding a new category you're asked to create at least one
authorized value
- - Enter a code for your Authorized Value into the 'Authorized value'
+ - Enter a code for your Authorized value into the 'Authorized value'
field
- **Important**
- Click 'Save'
- Your new category and value will appear on the list of Authorized
- Values
+ values
|image145|
.. _add-new-authorized-value-label:
-Add new Authorized Value
+Add new authorized value
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
New authorized values can be added to any existing or new category. To
|image146|
-- Enter a code for your Authorized Value into the 'Authorized value'
+- Enter a code for your authorized value into the 'Authorized value'
field
- **Important**
.. _patrons-&-circulation-label:
-Patrons & Circulation
+Patrons and circulation
-------------------------------------
Settings for controlling circulation and patron information.
.. _patron-categories-label:
-Patron Categories
+Patron categories
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Patron categories allow you to organize your patrons into different
roles, age groups, and patron types.
-- *Get there:* More > Administration > Patrons & Circulation > Patron
- Categories
+- *Get there:* More > Administration > Patrons and circulation > Patron
+ categories
|image148|
Adding a patron category
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-To add a new patron category click 'New Category' at the top of the page
+To add a new patron category click 'New category' at the top of the page
|image149|
-- The 'Category Code' is an identifier for your new code.
+- The 'Category code' is an identifier for your new code.
- **Important**
|image155|
-- The Branch Limitations let you limit this patron category to only
+- The Branch limitations let you limit this patron category to only
some branches in your library system. Select 'All branches' if you
would like any library to be able to use this category.
|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
.. _circulation-and-fine-rules-label:
-Circulation and Fine Rules
+Circulation and fines rules
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
These rules define how your items are circulated, how/when fines are
calculated and how holds are handled.
-- *Get there:* More > Administration > Patrons & Circulation >
+- *Get there:* More > Administration > Patrons and circulation >
Circulation and fines rules
The rules are applied from most specific to less specific, using the
:ref:`HomeOrHoldingBranch` also come in to play when
figuring out which circulation rule to follow.
-- If CircControl is set to "the library you are logged in at" circ
+- If CircControl is set to "the library you are logged in at" circulation
rules will be selected based on the library you are logged in at
-- If CircControl is set to "the library the patron is from" circ rules
+- If CircControl is set to "the library the patron is from" circulation rules
will be selected based on the patron's library
-- If CircControl is set to "the library the item is from" circ rules
+- If CircControl is set to "the library the item is from" circulation rules
will be selected based on the item's library where
HomeOrHoldingBranch chooses if item's home library is used or holding
library is used.
.. _default-circulation-rules-label:
-Default Circulation Rules
+Default circulation rules
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Using the issuing rules matrix you can define rules that depend on
.. _default-checkouts-and-hold-policy-label:
-Default Checkouts and Hold Policy
+Default checkout, hold and return policy
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
You can set a default maximum number of checkouts and hold policy that
.. _checkouts-per-patron-label:
-Checkouts Per Patron
+Default checkout limit by patron cateogry
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
For this library, you can specify the maximum number of loans that a
12 here and the patron has 10 books out already they will only be
allowed 2 DVDs to equal the 12 total they're allowed.
+.. _item-fee-refund-on-return-label:
+
+Default lost item fee refund on return policy
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Here, you can specify the default policy for lost item fees on return.
+This policy will apply to this library. This rule is to be used with the
+:ref:`RefundLostOnReturnControl <refundlostonreturncontrol-label>`
+system preference.
+
.. _item-hold-policies-label:
-Item Hold Policies
+Default holds policy by item type
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
For this library, you can edit hold and return policies for a given item
|image163|
-The various Hold Policies have the following effects:
+The various hold policies have the following effects:
-- From Any Library: Patrons from any library may put this item on hold.
+- From any library: Patrons from any library may put this item on hold.
(default if none is defined)
-- From Home Library: Only patrons from the item's home library may put
+- From home library: Only patrons from the item's home library may put
this book on hold.
-- No Holds Allowed: No patron may put this book on hold.
+- No holds allowed: No patron may put this book on hold.
**Important**
place the hold, instead the hold will only be fillable when an
item matching the pickup location becomes available.
-The various Return Policies have the following effects:
+The various return policies have the following effects:
- Item returns home: The item will prompt the librarian to transfer the
item to its home library
.. _patron-attribute-types-label:
-Patron Attribute Types
+Patron attribute types
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Patron attributes can be used to define custom fields to associate with
need to set the :ref:`ExtendedPatronAttributes`
system preference.
-- *Get there:* More > Administration > Patrons & Circulation > Patron
+- *Get there:* More > Administration > Patrons and circulation > Patron
attribute types
A common use for this field would be for a student ID number or a
.. _adding-patron-attributes-label:
-Adding Patron Attributes
+Adding patron attributes
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-To add a new Patron Attribute Type, click the 'New Patron Attribute
-Type' button at the top of the page
+To add a new patron attribute type, click the 'New patron attribute
+type' button at the top of the page
|image165|
- You will first need to add an authorized value list for it to
appear in this menu
- - *Get there:*\ More > Administration > Basic Parameters >
- :ref:`Authorized Values`
+ - *Get there:*\ More > Administration > Basic parameters >
+ :ref:`Authorized values <authorized-values-label>`
- **Important**
- If you have a lot of attributes it might be handy to group them so
that you can easily find them for editing. If you create an
- :ref:`Authorized Value <authorized-values-label>` for PA\_CLASS it will show
+ :ref:`Authorized value <authorized-values-label>` for PA\_CLASS it will show
in the 'Class' pull down and you can then change your attributes page
to have sections of attributes
.. _editing/deleting-patron-attributes-label:
-Editing/Deleting Patron Attributes
+Editing/deleting patron attributes
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Each patron attribute has an edit and a delete link beside it on the
.. _library-transfer-limits-label:
-Library Transfer Limits
+Library transfer limits
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Limit the ability to transfer items between libraries based on the
library sending, the library receiving, and the collection code
involved.
-- *Get there:* More > Administration > Patrons & Circulation > Library
- Transfer Limits
+- *Get there:* More > Administration > Patrons and circulation > Library
+ transfer limits
These rules only go into effect if the preference
:ref:`UseBranchTransferLimits <usebranchtransferlimits-&-branchtransferlimitstype-label>` is set to
|image171|
Transfer limits are set based on the collections codes you have applied
-via the :ref:`Authorized Value <authorized-values-label>` administration area.
+via the :ref:`Authorized value <authorized-values-label>` administration area.
|image172|
Transport cost matrix
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-The Transport cost matrix lets a library system define relative costs to
+The transport cost matrix lets a library system define relative costs to
transport books to one another. In order for the system to use this
matrix you must first set the
:ref:`UseTransportCostMatrix` preference to
**Important**
- The Transport cost matrix takes precedence in controlling where
+ The transport cost matrix takes precedence in controlling where
holds are filled from, if the matrix is not used then Koha checks
the :ref:`StaticHoldsQueueWeight <staticholdsqueueweight,-holdsqueueskipclosed-&-randomizeholdsqueueweight-label>`.
.. _item-circulation-alerts-label:
-Item Circulation Alerts
+Item circulation alerts
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Libraries can decide if they want to have patrons automatically notified
of circulation events (check ins and check outs).
-- *Get there:* More > Administration > Patrons & Circulation > Item
- Circulation Alerts
+- *Get there:* More > Administration > Patrons and circulation > Item
+ circulation alerts
These preferences are set based on patron types and item types.
.. _cities-and-towns-label:
-Cities and Towns
+Cities and towns
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To standardize patron input you can define cities or towns within your
select the town from a list instead of having to type the town and zip
(or postal) code information.
-- *Get there:* More > Administration > Patrons & Circulation > Cities
- and Towns
+- *Get there:* More > Administration > Patrons and circulation > Cities
+ and towns
.. _adding-a-city-label:
-Adding a City
+Adding a city
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-To add a new city, click the 'New City' button at the top of the page
+To add a new city, click the 'New city' button at the top of the page
and enter the city name, state, zip/postal code and country.
|image178|
One you click Submit, your city will be saved and will be listed on the
-Cities and Towns page
+Cities and towns page
|image179|
.. _viewing-cities-on-patron-add-form-label:
-Viewing Cities on Patron Add Form
+Viewing cities on patron add form
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-If you have defined local cities using the New city form, then when
+If you have defined local cities using the 'New city' form, then when
adding or editing a patron record you will see those cities in a pull
down menu to make city selection easy.
.. _catalog-administration-label:
-Catalog Administration
+Catalog administration
--------------------------------------
Set these controls before you start cataloging on your Koha system.
.. _marc-bibliographic-frameworks-label:
-MARC Bibliographic Frameworks
+MARC bibliographic frameworks
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-Think of Frameworks as templates for creating new bibliographic records.
+Think of frameworks as templates for creating new bibliographic records.
Koha comes with some predefined frameworks that can be edited or
deleted, and librarians can create their own frameworks for content
specific to their libraries.
-- *Get there:* More > Administration > Catalog > MARC Bibliographic
- Frameworks
+- *Get there:* More > Administration > Catalog > MARC bibliographic
+ frameworks
|image181|
**Important**
- Do not delete or edit the Default Framework since this will cause
+ Do not delete or edit the Default framework since this will cause
problems with your cataloging records - always create a new template
- based on the Default Framework, or alter the other Frameworks.
+ based on the Default framework, or alter the other frameworks.
After clicking the 'MARC structure' link to the right of each framework
you can decide how many fields you want to see on one screen by using
.. _add-new-framework-label:
-Add New Framework
+Add new framework
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To add a new framework
-- Click 'New Framework'
+- Click 'New framework'
|image183|
- Click 'Submit'
-- Once your Framework is added click 'MARC structure' to the right of
- it on the list of Frameworks
+- Once your framework is added click 'MARC structure' to the right of
+ it on the list of frameworks
|image184|
- - You will be asked to choose a Framework to base your new Framework
+ - You will be asked to choose a framework to base your new framework
off of, this will make it easier than starting from scratch
-- Once your Framework appears on the screen you can edit or delete each
+- Once your framework appears on the screen you can edit or delete each
field by following the instructions for :ref:`editing
subfields <edit-framework-subfields-label>`
.. _edit-existing-frameworks-label:
-Edit Existing Frameworks
+Edit existing frameworks
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-Clicking 'Edit' to the right of a Framework will only allow you to edit
-the Description for the Framework:
+Clicking 'Edit' to the right of a framework will only allow you to edit
+the description for the framework:
|image185|
-To make edits to the fields associated with the Framework you must first
+To make edits to the fields associated with the framework you must first
click 'MARC Structure' and then follow the instructions for :ref:`editing
subfields <edit-framework-subfields-label>`
.. _add-subfields-to-frameworks-label:
-Add subfields to Frameworks
+Add subfields to frameworks
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-To add a field to a Framework click the 'New Tag' button at the top of
-the Framework definition
+To add a field to a framework click the 'New tag' button at the top of
+the framework definition
|image186|
- If you want this field to be a pull down with limited possible
answers, choose which 'Authorized value' list you want to use
-When you're finished, click 'Save Changes' and you will be presented
+When you're finished, click 'Save changes' and you will be presented
with your new field
|image188|
.. _edit-framework-subfields-label:
-Edit Framework Subfields
+Edit framework subfields
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Frameworks are made up of MARC fields and subfields. To make edits to
-most Frameworks you must edit the fields and subfields. Clicking 'Edit'
+most frameworks you must edit the fields and subfields. Clicking 'Edit'
to the right of each subfield will allow you to make changes to the text
associated with the field
- From the list of subfields you can click 'Delete' to the right of
each to delete the subfields
-- To edit the subfields click 'Edit Subfields'
+- To edit the subfields click 'Edit subfields'
-- For each subfield you can set the following Basic constraint values
+- For each subfield you can set the following basic constraint values
|image190|
given field must be in the same tab or ignored. Ignore means
that the subfield is not managed.
-- For each subfield you can set the following Advanced constraint
+- For each subfield you can set the following advanced constraint
values
|image191|
value <authorized-values-label>` list
- In the example above, the 504a field will show the MARC504
- Authorized Values when cataloging
+ authorized values when cataloging
|image194|
unimarc\_plugin\_225a that can "magically" find the editor
from an ISBN, and the collection list for the editor)
-- To save your changes simply click the 'Save Changes' button at the
+- To save your changes simply click the 'Save changes' button at the
top of the screen
.. _import/export-frameworks-label:
-Import/Export Frameworks
+Import/export frameworks
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Next to each framework is a link to either import or export the
.. _export-framework-label:
-Export Framework
+Export framework
''''''''''''''''''''''''''''''''''''''''
To export a framework simply click the 'Export' link to the right of
.. _import-framework-label:
-Import Framework
+Import framework
''''''''''''''''''''''''''''''''''''''''
An easy way to create a new framework is to import one created for your
.. _koha-to-marc-mapping-label:
-Koha to MARC Mapping
+Koha to MARC mapping
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
While Koha stores the entire MARC record, it also stores common fields
-for easy access in various tables in the database. Koha to MARC Mapping
+for easy access in various tables in the database. Koha to MARC mapping
is used to tell Koha where to find these values in the MARC record. In
many cases you will not have to change the default values set by in this
tool on installation, but it is important to know that the tool is here
and can be used at any time.
-- *Get there:* More > Administration > Catalog > Koha to MARC Mapping
+- *Get there:* More > Administration > Catalog > Koha to MARC mapping
-The Koha to MARC Mapping page offers you the option of choosing from one
-of three tables in the database to assign values to.
+The table shows all the database fields that can be mapped to MARC fields.
|image201|
-After choosing the table you would like to view, click 'OK.' To edit any
-mapping click on the 'Koha Filed' or the 'Edit' link.
+To add a new mapping, click on the 'Add' button to the right of the
+appropriate field.
|image202|
-Choose which MARC field you would like to map to this Koha Field and
-click the 'OK' button. If you would like to clear all mappings, click
-the 'Click to "Unmap"' button.
+Write in the MARC field and subfield you would like to map, separated
+by a comma, to this Koha field and click the 'OK' button.
- **Important**
+ **Note**
- At this time you can map only 1 MARC field to 1 Koha field. This
- means that you won't be able to map both the 100a and the 700a to
- the author field, you need to choose one or the other.
+ It is possible to link more than one MARC field to a database field.
+ For example, you could link both 260$a and 264$a to the biblioitems.place
+ field.
+
+If you would like to clear the mapping for a database field, click
+the 'Remove' button.
+
+ **Note**
+
+ All changes are immediate.
.. _keywords-to-marc-mapping-label:
-Keywords to MARC Mapping
+Keywords to MARC mapping
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
This tool will allow you to map MARC fields to a set of predefined
keywords.
- *Get there:* More > Administration > Catalog > Keywords to MARC
- Mapping
+ mapping
**Important**
- This tool only effects sites that are not using the XSLT
- Stylesheets.
+ This tool only affects sites that are not using the XSLT
+ stylesheets.
At this time the only keyword in use is 'subtitle.'
screen of the bibliographic record using keywords. The following example
will use the subtitle field.
-Using the Framework pull down menu, choose the
+Using the framework pull down menu, choose the
:ref:`Framework <marc-bibliographic-frameworks-label>` you would like to apply this rule to.
For example, the subtitle for books can be found in the 245$b field.
.. _marc-bibliographic-framework-test-label:
-MARC Bibliographic Framework Test
+MARC bibliographic framework test
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Checks the MARC structure.
-- *Get there:* More > Administration > Catalog > MARC Bibliographic
- Framework Test
+- *Get there:* More > Administration > Catalog > MARC bibliographic
+ framework test
-If you change your MARC Bibliographic framework it's recommended that
+If you change your MARC bibliographic framework it's recommended that
you run this tool to test for errors in your definition.
|image206|
.. _authority-types-label:
-Authority Types
+Authority types
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-Authority Types are basically MARC Frameworks for Authority records and
+Authority types are basically MARC frameworks for authority records and
because of that they follow the same editing rules found in the :ref:`MARC
-Bibliographic Frameworks <marc-bibliographic-frameworks-label>` section of this manual.
-Koha comes with many of the necessary Authority frameworks already
-installed. To learn how to add and edit Authority Types, simply review
-the :ref:`MARC Bibliographic Frameworks` section of
-this manual.
+bibliographic frameworks <marc-bibliographic-frameworks-label>` section of this manual.
+Koha comes with many of the necessary authority frameworks already
+installed. To learn how to add and edit authority types, simply review
+the :ref:`MARC bibliographic frameworks` section of this manual.
-- *Get there:* More > Administration > Catalog > Authority Types
+- *Get there:* More > Administration > Catalog > Authority types
.. _classification-sources-label:
-Classification Sources
+Classification sources
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Source of classification or shelving scheme is an :ref:`Authorized
-Values <authorized-values-label>` category that is mapped to field 952$2 and
-942$2 in Koha's MARC Bibliographic frameworks and stored in the
+values <authorized-values-label>` category that is mapped to field 952$2 and
+942$2 in Koha's MARC bibliographic frameworks and stored in the
items.cn\_source field in the database.
- *Get there:* More > Administration > Catalog > Classification sources
.. _adding/editing-classification-sources-label:
-Adding/Editing Classification Sources
+Adding/editing classification sources
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-You can add your own source of classification by using the New
-Classification Source button. To edit use the Edit link.
+You can add your own source of classification by using the 'New
+classification source' button. To edit use the 'Edit' button.
|image208|
.. _classification-filing-rules-label:
-Classification Filing Rules
+Classification filing rules
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Filing rules determine the order in which items are placed on shelves.
- Generic
Filing rules are mapped to :ref:`Classification
-sources <adding/editing-classification-sources-label>`. You can setup new filing rules by using
-the New Filing Rule button. To edit use the Edit link.
+sources <adding/editing-classification-sources-label>`. You can setup new
+filing rules by using the 'New filing rule' button. To edit use the 'Edit'
+button.
When creating or editing:
.. _record-matching-rules-label:
-Record Matching Rules
+Record matching rules
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Record matching rules are used when importing MARC records into Koha.
-- *Get there:* More > Administration > Catalog > Record Matching Rules
+- *Get there:* More > Administration > Catalog > Record matching rules
The rules that you set up here will be referenced with you :ref:`Stage MARC
-Records for Import <stage-marc-records-for-import-label>`.
+records for import <stage-marc-records-for-import-label>`.
-It is important to understand the difference between Match Points and
-Match Checks before adding new matching rules to Koha.
+It is important to understand the difference between 'Match points' and
+'Match checks' before adding new matching rules to Koha.
-Match Points are the criteria that you enter that must be met in order
+Match points are the criteria that you enter that must be met in order
for an incoming record to match an existing MARC record in your catalog.
You can have multiple match points on an import rule each with its own
score. An incoming record will be compared against your existing records
('one record at a time') and given a score for each match point. When
-the total score of the matchpoints matches or exceeds the threshold
+the total score of the match points matches or exceeds the threshold
given for the matching rule, Koha assumes a good match and
imports/overlays according your specifications in the import process. An
-area to watch out for here is the sum of the match points. Doublecheck
+area to watch out for here is the sum of the match points. Double check
that the matches you want will add up to a successful match.
Example:
Threshold of 1000
-Match Point on 020$a 1000
+Match point on 020$a 1000
-Match Point on 022$a 1000
+Match point on 022$a 1000
-Match Point on 245$a 500
+Match point on 245$a 500
-Match Point on 100$a 100
+Match point on 100$a 100
In the example above, a match on either the 020$a or the 022$a will
result in a successful match. A match on 245$a title and 100$a author
will be considered a successful match (total of 1000) even if the 020$a
is not a match.
-Match Checks are not commonly used in import rules. However, they can
+Match checks are not commonly used in import rules. However, they can
serve a couple of purposes in matching records. First, match checks can
be used as the matching criteria instead of the match points if your
indexes are stale and out of date. The match checks go right for the
data instead of relying on the data in the indexes. (If you fear your
indexes are out of date, a rebuild of your indexes would be a great idea
-and solve that situation!) The other use for a Match Check is as a
+and solve that situation!) The other use for a match check is as a
'double check' or 'veto' of your matching rule. For example, if you have
a matching rule as below:
Threshold of 1000
-Match Point on 020$a 1000
+Match point on 020$a 1000
-Match Check on 245$a
+Match check on 245$a
Koha will first look at the 020$a tag/subfield to see if the incoming
record matches an existing record. If it does, it will then move on to
following indexes will be of use:
+--------------------------+--------------------+
-| Index name | Matches Marc Tag |
+| Index name | Matches MARC tag |
+==========================+====================+
| LC-cardnumber | 010$a |
+--------------------------+--------------------+
| Term-genre-form | 155$a |
+--------------------------+--------------------+
-Table: Authority Indexes
+Table: Authority indexes
.. _adding-matching-rules-label:
-Adding Matching Rules
+Adding matching rules
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To create a new matching rule :
-- Click 'New Record Matching Rule'
+- Click 'New record matching rule'
|image209|
- 'Search index' can be found by looking at the ccl.properties file
on your system which tells the zebra indexing what data to search
- for in the MARC data". Or you can review the index for standard
- index names used. :ref:`Koha Search Indexes`
+ for in the MARC data". Or you can review the index for standard
+ index names used. :ref:`Koha Search Indexes`
- 'Score' - The number of 'points' a match on this field is worth.
If the sum of each score is greater than the match threshold, the
- 'Required match checks' - ??
-.. _sample-bibliographic-record-matching-rule:-control-number-label:
+.. _sample-bibliographic-record-matching-rule-control-number-label:
-Sample Bibliographic Record Matching Rule: Control Number
+Sample bibliographic record matching rule: Control number
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
|image210|
- Normalization rule: Control-number
-- Required Match checks: none (remove the blank one)
+- Required match checks: none (remove the blank one)
|image211|
.. _oai-sets-configuration-label:
-OAI Sets Configuration
+OAI sets configuration
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
On this page you can create, modify and delete OAI-PMH sets
.. _modify/delete-a-set-label:
-Modify/Delete a set
+Modify/delete a set
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To modify a set, just click on the link 'Modify' on the same line of the
.. _currencies-and-exchange-rates-label:
-Currencies and Exchange Rates
+Currencies and exchange rates
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you place orders from more than one country you will want to input
calculate totals.
- *Get there:* More > Administration > Acquisitions > Currencies and
- Exchange Rates
+ exchange rates
|image212|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Budgets are used for tracking accounting values related to acquisitions.
-For example you could create a Budget for the current year (ex. 2015)
+For example you could create a budget for the current year (ex. 2015)
and then break that into :ref:`Funds` for different areas of the
library (ex. Books, Audio, etc).
If you haven't used Koha before for acquisitions then you'll need to
start fresh with a new budget. To add a new budget click the 'New
-Budget' button.
+budget' button.
|image215|
- Choose the time period this budget is for, whether it's an academic
year, a fiscal year, a quarter, etc.
-- The Description should be something that will help you identify the
+- The description should be something that will help you identify the
budget when ordering
- In the amount box do not use any symbols, simply enter the amount of
date. This will allow you to record orders that were places in a
previous budget period.
-- Locking a budget means that Funds will not be able to be modified by
+- Locking a budget means that funds will not be able to be modified by
librarians
-Once you have made your edits, click the 'Save Changes' button. You will
+Once you have made your edits, click the 'Save changes' button. You will
be brought to a list of your existing budgets.
|image216|
|image217|
-On the screen listing the budget breakdown click the Edit button at the
-top and choose to Duplicate budget
+On the screen listing the budget breakdown click the 'Edit' button at the
+top and choose to 'Duplicate budget'
|image218|
A :ref:`budget <adding-budgets-label>` must be defined before a fund can be
created.
-To add a new fund click the New button and then choose which Budget you
+To add a new fund click the 'New' button and then choose which budget you
would like to add the fund to.
|image221|
The three first fields are required, the rest are optional
-- Fund Code is a unique identifier for your fund
+- Fund code is a unique identifier for your fund
-- The Fund Name should be something that librarians will understand
+- The fund name should be something that librarians will understand
- Amount should be entered with only numbers and decimals, no other
characters
budget. This will prevent you from overspending.
- You can choose to assign this fund to a librarian. Doing so will make
- it so that only that librarian can make changes to the Fund
+ it so that only that librarian can make changes to the fund
- Choose which library will be using this fund
option from the dropdown lists for the Statiscal 1 done on: and
Statistical 2 done on: fields.
-- To learn more about planning categories, check out the :ref:`Planning Category
+- To learn more about planning categories, check out the :ref:`Planning category
FAQ <planning-categories-label>`.
When complete, click 'Submit' and you will be brought to a list of all
The monetary columns in the fund table break down as follows:
-1. Base-level allocated is the "Amount" value you defined when creating
+1. Base-level allocated is the 'Amount' value you defined when creating
the fund
2. Base-level ordered is the ordered amount for this fund (without child
7. Total available is 1 - 3
To the right of each fund you will find the 'Actions' button under which
-you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options.
+you will find the 'Edit,' 'Delete,' and 'Add child fund' options.
|image225|
A child fund simply a sub-fund of the fund listed. An example would be
to have a fund for 'Fiction' and under that have a fund for 'New
-Releases' and a fund for 'Science Fiction.' It is an optional way to
+releases' and a fund for 'Science Fiction.' It is an optional way to
further organize your finances.
Funds with children will show with a small arrow to the left. Clicking
.. _budget-planning-label:
-Budget Planning
+Budget planning
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
When viewing the list of funds click the 'Planning' button and choose
To hide some of the columns you can click the 'hide' link to the right
(or below as in the screenshot above) the dates. To add more columns you
-can click the 'Show a column' link found below the 'Fund Remaining'
+can click the 'Show a column' link found below the 'Fund remaining'
heading.
|image229|
.. _edi-accounts-label:
-EDI Accounts
+EDI accounts
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
From here you can set up the information needed to connect to your
In the form that appears enter the information provided by your vendor.
-New EAN Form
+New EAN form
.. _additional-parameters-label:
-Additional Parameters
+Additional parameters
--------------------------------------------
-- *Get there:* More > Administration > Additional Parameters
+- *Get there:* More > Administration > Additional parameters
.. _z39.50/sru-servers-label:
available or that you have the log in information to and copy both
bibliographic and/or authority records from that source.
-- *Get there:* More > Administration > Additional Parameters >
- Z39.50/SRU Servers
+- *Get there:* More > Administration > Additional parameters >
+ Z39.50/SRU servers
Koha comes with a default list of Z39.50/SRU targets set up that you can
add to, edit or delete
To find additional Z39.50 targets you use IndexData's IRSpy:
`http://irspy.indexdata.com <http://irspy.indexdata.com/>`__ or the
-Library of Congress's List of Targets http://www.loc.gov/z3950/
+Library of Congress's list of targets http://www.loc.gov/z3950/
.. _add-a-z39.50-target-label:
-Add a Z39.50 Target
+Add a Z39.50 target
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- From the main Z39.50 page, click 'New Z39.50 Server'
+- From the main Z39.50 page, click 'New Z39.50 server'
|image233|
.. _suggested-bibliographic-z39.50-targets-label:
-Suggested Bibliographic Z39.50 Targets
+Suggested bibliographic Z39.50 targets
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Koha libraries with open Z39.50 targets can share and find connection
.. _add-a-sru-target-label:
-Add a SRU Target
+Add a SRU target
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- From the main Z39.50/SRU page, click 'New SRU Server'
+- From the main Z39.50/SRU page, click 'New SRU server'
|image234|
| Standard ID | bath.standardIdentifier |
+---------------+---------------------------+
- Table: SRU Mapping
+ Table: SRU mapping
- 'XSLT file(s)' lets enter one or more (comma-separated) XSLT file
names that you want to apply on the search results.
Did you mean?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-*Get there:* More > Administration > Additional Parameters > Did you
+*Get there:* More > Administration > Additional parameters > Did you
mean?
Koha can offer 'Did you mean?' options on searches based on values in
**Important**
- Did you mean? only works in the OPAC at this time. The Intranet
+ Did you mean? only works in the OPAC at this time. The intranet
options are here for future development.
Using this page you can control which options Koha gives patrons on
This administration area will help you hide or display columns on fixed
tables throughout the staff client.
-- *Get there:* Administration > Additional Parameters > Column settings
+- *Get there:* Administration > Additional parameters > Column settings
|image239|
|image243|
-You can also toggle columns using the 'Show/Hide Columns button in the
+You can also toggle columns using the 'Show/hide columns' button in the
top right of the page
|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
'Enable' you will be able to control the various alert sounds that Koha
uses from this area.
-- *Get there:* More > Administration > Additional Parameters > Audio
+- *Get there:* More > Administration > Additional parameters > Audio
alerts
Each dialog box in Koha has a CSS class assigned to it that can be used
| Virgin Mobile | vmobl.com |
+---------------------+-----------------------------+
-Table: SMS Provider Examples
+Table: SMS provider examples
To add new providers enter the details in the form and click 'Add new'
to save.
projects / kohadocs.git / blobdiff