|image246|
-Enter a list name and save the list.
+Enter a list name.
+
+Checking the 'Shared' box will make this list visible to all users with
+the :ref:`manage_patron_lists permission <granular-tools-permissions-label>`.
+
+Save the list.
|image247|
#. The vendor contact marked as 'Primary acquisitions contact' and
'Contact when ordering' has a valid email address.
-- ACQ_NOTIF_ON_REVEIV
+- ACQ_NOTIF_ON_RECEIV
- Used in the acquisition module to inform patrons on receiving orders
they have been added to.
-- AR\_CANCELLED
+- AR\_CANCELED
- This notice is sent to the patron when an article request is cancelled
by staff.
2. The patron has requested to receive this notice
- - *Get there:*\ OPAC > Login > my messaging
+ - *Get there:*\ OPAC > Login > your messaging
- *Get there:*\ Staff client > Patron record >
:ref:`Notices`
2. The patron has requested to receive this notice
- - *Get there:*\ OPAC > Login > my messaging
+ - *Get there:*\ OPAC > Login > your messaging
- *Get there:*\ Staff client > Patron record >
:ref:`Notices`
2. The patron has requested to receive this notice
- - *Get there:*\ OPAC > Login > my messaging
+ - *Get there:*\ OPAC > Login > your messaging
- *Get there:*\ Staff client > Patron record >
:ref:`Notices`
2. The patron has requested to receive this notice as a digest
- - *Get there:*\ OPAC > Login > my messaging
+ - *Get there:*\ OPAC > Login > your messaging
- *Get there:*\ Staff client > Patron record >
:ref:`Notices`
2. The patron has requested to receive this notice
- - *Get there:*\ OPAC > Login > my messaging
+ - *Get there:*\ OPAC > Login > your messaging
- *Get there:*\ Staff client > Patron record >
:ref:`Notices`
2. The patron has requested to receive this notice
- - *Get there:*\ OPAC > Login > my messaging
+ - *Get there:*\ OPAC > Login > your messaging
- *Get there:*\ Staff client > Patron record >
:ref:`Notices`
2. The patron has requested to receive this notice as a digest
- - *Get there:*\ OPAC > Login > my messaging
+ - *Get there:*\ OPAC > Login > your messaging
- *Get there:*\ Staff client > Patron record >
:ref:`Notices`
3. The patron has requested to receive the checkout notice
- - *Get there:*\ OPAC > Login > my messaging
+ - *Get there:*\ OPAC > Login > your messaging
- *Get there:*\ Staff client > Patron record >
:ref:`Notices`
|image1225|
-After choosing the 'Add item(s)' button the patron search window pops
+After choosing the 'Add patron(s)' button the Patron Search window pops
up.
|image1226|
'Approve' below the table.
- To reject a tag, you can either click the 'Reject' button in line
- with the term, or check all terms you want to approve and click
+ with the term, or check all terms you want to reject and click
'Reject' below the table.
Once a tag has been approved or rejected it will be moved to the
You will be presented with a confirmation screen. From here you can
uncheck the items you don't want to delete and decide if Koha should
delete the bib record if the last item is being deleted before clicking
-'Delete selected items.' If you'd like you can delete the bibliogrphic
+'Delete selected items.' If you'd like you can delete the bibliographic
record if you're deleting the last item by clicking the checkbox next to
'Delete records if no items remain'.
- *Get there:* More > Tools > Catalog > Batch record modification
This tool will allow you to edit batches of bibliographic and/or
-authority records using :ref:`MARC Modification
-Templates <marc-modification-templates-label>`. Before visiting this tool you will
+authority records using :ref:`MARC modification
+templates <marc-modification-templates-label>`. Before visiting this tool you will
want to set up at least one MARC modification template.
|image303|
- Enter the numbers (one per line) in the box provided
-- Finally choose the MARC Modification Template you'd like to use to
+- Finally choose the MARC modification template you'd like to use to
edit these records.
Once you've entered your criteria click 'Continue'
to each one is a checkbox so you can uncheck any items you would rather
not edit at this time.
-Clicking Preview MARC will allow you to see what edits will be made when
+Clicking 'Preview MARC' will allow you to see what edits will be made when
you finalize the edit.
|image1234|
.. _export-data-(marc-&-authorities)-label:
-Export Data (MARC & Authorities)
+Export data
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Catalog > Export Data
+- *Get there:* More > Tools > Catalog > Export data
Koha comes with a tool that will allow you to export your bibliographic,
holdings and/or authority data in bulk. This can be used to send your
.. _export-bibliographic-records-label:
-Export Bibliographic Records
+Export bibliographic records
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
At the top of the screen you need to pick what data you're exporting. If
.. _export-authority-records-label:
-Export Authority Records
+Export authority records
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
At the top of the screen you need to pick what data you're exporting. If
.. _label-creator-label:
-Label Creator
+Label creator
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Catalog > Label Creator
+- *Get there:* More > Tools > Catalog > Label creator
-The Label Creator allow you to use layouts and templates which you
+The label creator tool allow you to use layouts and templates which you
design to print a nearly unlimited variety of labels including barcodes.
-Here are some of the features of the Label Creator module:
+Here are some of the features of the label creator tool:
- Customize label layouts
Templates
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Label Creator > Manage > Label templates
+- *Get there:* More > Tools > Label creator > Manage > Label templates
A template is based on the label/card stock you are using. This might be
Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery
.. _label-add-a-template-label:
-Add a Template
+Add a template
''''''''''''''''''''''''''''''''''''''
To add a new template, you want to click on the 'New' button at the top
-of the Label Creator and choosing 'Label template'.
+of the label creator page and choosing 'Label template'.
|image318|
- Template Code should be something you can use to identify your
template on a list of templates
-- You can use the Template Description to add additional information
+- You can use the template Description to add additional information
about the template
- The Units pull down is used to define what measurement scale you're
Profiles
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Label Creator > Manage > Printer Profiles
+- *Get there:* More > Tools > Label creator > Manage > Printer profiles
A profile is a set of "adjustments" applied to a given
:ref:`template <label-add-a-template-label>` just prior to printing which
.. _label-add-a-profile-label:
-Add a Profile
+Add a profile
''''''''''''''''''''''''''''''''''''
To add a new profile, you want to click on the 'New' button at the top
-of the Label Creator tool and choose 'Printer profile'.
+of the label creator tool and choose 'Printer profile'.
|image322|
Layouts
^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Label Creator > Manage > Layouts
+- *Get there:* More > Tools > Label creator > Manage > Layouts
A layout is used to define the fields you want to appear on your labels.
.. _label-add-a-layout-label:
-Add a Layout
+Add a layout
''''''''''''''''''''''''''''''''''
To add a new layout, you want to click on the 'New' button at the top of
-the Label Creator tool and choose 'Layout'.
+the Label creator tool and choose 'Layout'.
|image326|
whereas a label for your circulation staff to use to checkout the
book would probably be Biblio/Barcode.
-- The Bibliographic Data to Print includes any of the data fields that
+- The Bibliographic data to print includes any of the data fields that
may be mapped to your MARC frameworks. You can choose from the preset
list of fields or you can click on 'List Fields' and enter your own
- data. In 'List Fields', you can specify MARC subfields as a
- 4-character tag-subfield string: (ie. 254a for the title field), You
+ data. In 'List fields', you can specify MARC subfields as a
+ 4-character tag-subfield string, for example 254a for the title field. You
can also enclose a whitespace-separated list of fields to concatenate
- on one line in double quotes. (ie. "099a 099b" or "itemcallnumber
- barcode"). The fields available are from the database tables list
- below. Finally you could add in static text strings in single-quote
- (ie. 'Some static text here.')
+ on one line in double quotes, for example "099a 099b" or "itemcallnumber
+ barcode". The fields available are from the database tables list
+ below. Finally you could add in static text strings in single-quote,
+ for example 'Some static text here.'
- You can use the schema viewer (http://schema.koha-community.org)
with the following tables to find field names to use:
label
- Choose if you'd like Koha to try to split your call numbers (usually
- used on Spine Labels)
+ used on spine labels)
- Finally choose your text settings such as alignment, font type and
size.
-After saving, your layouts will appear on the 'Manage Layouts' page.
+After saving, your layouts will appear on the 'Manage layouts' page.
.. _label-batches-label:
Batches
^^^^^^^^^^^^^^^^^^^^^^^^^^^
-- *Get there:* More > Tools > Label Creator > Manage > Label batches
+- *Get there:* More > Tools > Label creator > Manage > Label batches
Batches are made up of the barcodes you would like to print. Once in
this tool you can search for the item records you would like to print
.. _label-add-a-batch-label:
-Add a Batch
+Add a batch
''''''''''''''''''''''''''''''''
Batches can be created in one of two ways. The first is to click the
-'Create Label Batch' link on the ':ref:`Staged MARC
-Management <staged-marc-record-management-label>`' page:
+'Create label batch' link on the ':ref:`Staged MARC
+management <staged-marc-record-management-label>`' page:
|image329|
.. _quick-spine-label-creator-label:
-Quick Spine Label Creator
+Quick spine label creator
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Catalog > Quick Spine Label Creator
+- *Get there:* More > Tools > Catalog > Quick spine label creator
**Note**
|image292|
-.. _patrons-stock_rotation
+.. _stock-rotation-label:
-Stock Rotation
+Stock rotation
~~~~~~~~~~~~~~
-Stock Rotation helps to spread resources more fairly amongst library branches
+Stock rotation helps to spread resources more fairly amongst library branches
and allows patrons to see a wider range of titles.
Items are popular whilst they are new at a particular branch. However, their
MARC modification templates
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-The MARC Modification Templates system gives Koha users the power to
+The MARC modification templates system gives Koha users the power to
make alterations to MARC records automatically while staging MARC
records for import.
- Click 'Add action'
-The Copy & Move actions also support Regular Expressions, which can be
+The Copy & Move actions also support regular expressions, which can be
used to automatically modify field values during the copy/move. An
example would be to strip out the '$' character in field 020$c.
|image342|
Once your template is saved you will be able to pick it when using the
-:ref:`Stage MARC Records for Import` tool.
+:ref:`Stage MARC records for import` tool.
|image343|
.. _stage-marc-records-for-import-label:
-Stage MARC Records for Import
+Stage MARC records for import
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- *Get there:* More > Tools > Catalog > Stage MARC records for import
|image345|
- Enter 'Comments about this file' to identify your upload when
- going to the ':ref:`Manage Staged MARC Records <staged-marc-record-management-label>`' tool
+ going to the ':ref:`Manage staged MARC records <staged-marc-record-management-label>`' tool
- Tell Koha which type of file this is, bibliographic or authority
|image347|
- - Choose if you would like to use a :ref:`MARC Modification
- Template <marc-modification-templates-label>` to alter the data you're about to
+ - Choose if you would like to use a :ref:`MARC modification
+ template <marc-modification-templates-label>` to alter the data you're about to
import
|image348|
|image352|
-- To complete the process continue to the :ref:`Manage Staged MARC Records
+- To complete the process continue to the :ref:`Manage staged MARC records
Tool <staged-marc-record-management-label>`
.. _staged-marc-record-management-label:
-Staged MARC Record Management
+Staged MARC record management
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-- *Get there:* More > Tools > Catalog > Staged MARC Record Management
+- *Get there:* More > Tools > Catalog > Staged MARC record management
Once you have :ref:`staged <stage-marc-records-for-import-label>` your records for import you can
complete the import using this tool.
To clean items out of the 'reservoir':
-- Visit the main screen of the Manage Staged MARC Records tool
+- Visit the main screen of the manage staged MARC records tool
|image361|