--- /dev/null
+.. include:: images.rst
+
+Cataloging
+==========
+
+Before you start cataloging in Koha you're going to want to do some
+basic setup. Refer to the `Implementation Checklist <#implementation>`__
+for a full list of these things. Most importantly you're going to want
+to make sure that your `Frameworks <#marcbibframeworks>`__ are all
+defined the way you want. Once in the cataloging module you will not be
+able to add or remove fields and subfields so your frameworks must be
+ready before you start cataloging.
+
+You can also use OCLC Connexion to send records directly in to Koha. For
+more information on that please review the `OCLC Connexion Setup
+appendix <#oclcappendix>`__.
+
+- *Get there:* More > Cataloging
+
+`Bibliographic Records <#catbibs>`__
+------------------------------------
+
+In Koha the bibliographic record contains the main information related
+to the material. This includes things like the title, author, ISBN, etc.
+This information is stored in Koha in Marc (different flavors of Marc
+are supported in Koha). Once this information is saved, `items or
+holdings <#catitems>`__ can be attached.
+
+`Adding Records <#addbibrec>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Records can be added to Koha via original or copy cataloging. You can
+also choose to use the basic or advanced cataloging interface for all of
+your work.
+
+If you would like to catalog a record using a blank template in the
+basic editor
+
+- Click 'New Record'
+
+ New Record Menu
+ |image627|
+
+ - Choose the framework you would like to base your record off of
+
+If you would like to catalog a record using a blank template in the
+advanced editor
+
+- Enable the
+ `EnableAdvancedCatalogingEditor <#EnableAdvancedCatalogingEditor>`__
+ preference
+
+- Click the 'Advanced editor' buttonAdvanced editor button
+
+If you want to catalog a record based on an existing record at another
+library in the editor you last used (basic or advanced)
+
+- Click 'New from Z39.50/SRU'
+
+ Z39.50 Search
+ |image628|
+
+ - Search for the item you would like to catalog
+
+ - **Note**
+
+ If no results are found, try searching for fewer fields,
+ not all Z39.50 targets can search all of the fields above.
+
+ - Search targets can be altered by using the `Z39.50
+ Admin <#z3950admin>`__ area.
+
+ - From the results you can view the MARC or Card view for the
+ records or choose to Import them into Koha
+
+ Z39.50 Search Results
+ |image629|
+
+ - In addition to the Import link to the right of each title, you
+ can click on the title you're interested in and a menu will pop
+ up with links to preview the record and import it
+
+ Import Link Popup on Z39.50 Search Results
+ |image630|
+
+ - If you don't find the title you need in your Z39.50 search
+ results you can click the 'Try Another Search' button at the
+ bottom left of your results
+
+ Try another search
+ |image631|
+
+`Basic Editor Cataloging <#basicatalog>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+In the basic editor once you've opened a blank framework or imported a
+record via Z39.50 you will be presented with the form to continue
+cataloging
+
+Add MARC Record
+|image632|
+
+- If you would rather not see the MARC tag numbers you can change the
+ value in your `hide\_marc <#hide_marc>`__ system preference or each
+ user can check the box next to 'Show tags' found under 'Settings'.
+
+- To expand a collapsed tag click on the tag description
+
+- To get help from the Library of Congress on a Marc tag click the
+ question mark (?) to the right of each field number
+
+ - If you feel that this clutters the screen you can hide the
+ question marks by unchecking the box next to the 'Show MARC tag
+ documentation links' note found under 'Settings'
+
+- Sometimes fields may not be editable due to the value in your
+ `BiblioAddsAuthorities <#BiblioAddsAuthorities>`__ system preference.
+ If you have this preference set to not allow catalogers to type in
+ fields controlled by authorities you may see a lock symbol to the
+ left of the field.
+
+ Authority fields locked against editing
+ |image633|
+
+ - If this icon appears you must click the icon to the right of the
+ field to search for an existing authority.
+
+ Search for authority
+ |image634|
+
+ - From the results list click 'Choose authority' to bring that into
+ your catalog record
+
+ Authority search results
+ |image635|
+
+- To duplicate a field click on the 'repeat this tag' icon to the right
+ of the tag
+
+ Duplicate a Field
+ |image636|
+
+ - To move subfields in to the right order, click the up arrow to the
+ left of the field
+
+ - To duplicate a subfield click on the clone icon (to remove a
+ copied field, click the delete clone icon) to the right of the
+ field
+
+ Clone Subfield
+ |image637|
+
+ - To remove a subfield (if there is more than one of the same type),
+ click the - (minus sign) to the right of the field
+
+- To use a plugin click on the icon to the right of the filed
+
+ Leader Builder Plugin
+ |image638|
+
+ - Some fixed fields have editors that will change based on the
+ material type you're cataloging (for example the 006 and the 008
+ fields)
+
+ 008 Plugin
+ |image639|
+
+- Once you've finished, click the 'Save' button at the top and choose
+ whether you want to save and view the bib record you have created or
+ continue on to add/edit items attached to the record
+
+ Record save options
+ |image640|
+
+ - Choosing 'Save and view record' will bring you right to the record
+ you just cataloged
+
+ - Choosing 'Save and edit items' will bring you to the add/edit item
+ form after saving the bib record so that you can attach holdings
+
+ - Choosing 'Save and continute editing' will allow you to save your
+ work so far and keep you in the editor to continue working
+
+- If you are about to add a duplicate record to the system you will be
+ warned before saving
+
+ Duplicate Record Warning
+ |image641|
+
+`Advanced Editor Cataloging <#advancededitor>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+In order to use the Advanced cataloging editor you need to enable the
+`EnableAdvancedCatalogingEditor <#EnableAdvancedCatalogingEditor>`__
+preference.
+
+ **Important**
+
+ This feature is currently experimental, and may have bugs that cause
+ corruption of records. It also does not include any support for
+ UNIMARC or NORMARC fixed fields. Please help us test it and report
+ any bugs, but do so at your own risk.
+
+In the advanced editor once you've opened a blank framework or imported
+a record via Z39.50 you will be presented with the form to continue
+catalogingAdvanced cataloging editor
+
+Using the search box on the left you can perform Z39.50 searches
+
+Advanced Z39.50 results
+|image642|
+
+And from those Z39.50 results you can view the marc record by clicking
+the link to the right
+
+Advanced Z39.50 results
+|image643|
+
+Clicking 'Import' will bring the record in to the editor where you can
+perform your edits
+
+Advanced Cataloging
+|image644|
+
+ **Note**
+
+ When adding a new field in the Advanced Editor, you need to key
+ underscores for a blank indicator, and surround the indicators with
+ spaces.
+
+ **Note**
+
+ You need to key a space before the first subfield delimiter, but not
+ before or after other subfield delimiters in the field.
+
+At the bottom of the editor you will see help from the Library of
+Congress for the field you are on. In cases where your MARC is invalid
+you will see red highlighting. To edit the record using only keyboard
+functions the Keyboard shortcuts button will inform you of the necessary
+commands
+
+Advanced Z39.50 results
+|image645|
+
+`Advanced Cataloging Keyboard Shortcuts <#advancedkeyshortcuts>`__
+''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
+
+The following keyboard shortcuts can be used in the advanced cataloging
+module to save time and clicking.
+
++----------------+--------------------------------+
+| Shortcut | Behavior |
++================+================================+
+| Ctrl-D | Insert delimiter (‡) |
++----------------+--------------------------------+
+| Ctrl-H | Get help on current subfield |
++----------------+--------------------------------+
+| Ctrl-S | Save record |
++----------------+--------------------------------+
+| Ctrl-X | Delete current field |
++----------------+--------------------------------+
+| Ctrl-Shift-X | Delete current subfield |
++----------------+--------------------------------+
+| Enter | New field on next line |
++----------------+--------------------------------+
+| Shift-Enter | Insert line break |
++----------------+--------------------------------+
+| Tab | Move to next position |
++----------------+--------------------------------+
+| Shift-Tab | Move to previous position |
++----------------+--------------------------------+
+
+`Macros in Advanced Cataloging <#macroscataloging>`__
+'''''''''''''''''''''''''''''''''''''''''''''''''''''
+
+To record a new macro:
+
+- Select the "> Macros..." button
+
+- A window will pop up. In this window, select "New macro...," key the
+ new macro's name in the pop-up box and select OK.
+
+- Now click to the right of the little number 1, and key the first line
+ of your macro. For a multi-line, i.e., multi-field macro, hit the
+ return key so that a little number 2 appears, and key the second
+ line/field, etc.
+
+- Your macros will be automatically saved. When finished you can select
+ the "x" to close the window, or select a macro to run on the record
+ that you're editing, or select another macro to run.
+
+To edit an existing macro:
+
+- Select the "> Macros..." button
+
+- A window will pop up. In this window, select the macro that you wish
+ to edit & make your changes.
+
+- Your work will automatically be saved, and when finished you can
+ select the "x" to close the window, or select a macro to run on the
+ record that you're editing, or select another macro to run.
+
+The basic syntax of the macro language:
+
+- new 500=‡aEdited with Rancor
+
+ - Creates a new 500 with a ‡a subfield and sets it to "Edited with
+ Rancor".
+
+- 245c= by J.K. Rowling.
+
+ - Sets the first ‡c subfield of the first 245 tag in the record to "
+ by J.K. Rowling", creating it if necessary.
+
+- 082a={084a}
+
+ - Sets the ‡a subfield of the first 082 tag (creating the subfield
+ if necessary) to the contents of the first 084‡a.
+
+- indicators=\_1
+
+ - Sets the indicators of the last mentioned tag (in this case, 082)
+ to "\_" and "1".
+
+- new 090a=Z674.75.W67
+
+ - Creates a new ‡a subfield on the first 090 (but only if that field
+ already exists) and sets it to Z674.75.W67.
+
+- new 090a at end=Z674.75.W67
+
+ - Same as above.
+
+- new 245b after a= a tale of might and magic /
+
+ - Creates a new ‡b after the first a subfield and sets it to " a
+ tale of might and magic /".
+
+- delete 245b
+
+ - Deletes the first ‡b subfield on the first 245 to ‡b
+
+`Adding Analytic Records <#cataloganalytics>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Libraries sometimes make journal articles and articles within monographs
+and serials accessible to library patrons through analytics cataloging.
+Analytics cataloging creates separate bibliographic records for these
+articles, chapters, sections, etc. found within a larger resource such
+as a book, an article within a journal, newspaper or serial. In
+analytics cataloging, although a separate bib record is created for the
+title, it is not physically separated from the host item. Learn more
+about Analytics in Chapter 13 of AACR2.
+
+If you would like to catalog analytic records there are two options. One
+is to use the `Easy Analytics <#catalogeasyanalytics>`__ funtion; the
+other is the `Analytics Enhanced Workflow <#catalogenhanceanalytics>`__.
+
+`Easy Analytics <#catalogeasyanalytics>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+The Easy Analytics feature makes linking analytic records together
+easier. The first thing you need to do is set the
+`EasyAnalyticalRecords <#EasyAnalyticalRecords>`__ preference to
+'Display' and the `UseControlNumber <#UseControlNumber>`__ preference to
+'Don't use.'
+
+After cataloging your analytic record (see `Adding
+Records <#addbibrec>`__ for more on creating records) click 'Edit' from
+the normal view and choose to 'Link to Host Item'
+
+Link to Host Item
+|image646|
+
+This will prompt you to enter the barcode for the item this record
+should be linked to.
+
+Barcode for Analytic Linking
+|image647|
+
+After entering the item's barcode and clicking 'Select' you will receive
+a confirmation message.
+
+Analytic Link Success
+|image648|
+
+The record will now have the 773 field filled in properly to complete
+the link.
+
+773
+|image649|
+
+To view all of the items tied to the host record, do a search for the
+record, click the Analytics tab on the left and the analytics tied to
+each barcode will be shown under the "Used in" column.
+
+Analytics Tab
+|image650|
+
+ **Note**
+
+ It is also possible to create analytic records from this screen by
+ clicking on "Create Analytics"
+
+You can also see the analytics attached to this record by clicking the
+'Show Analytic' link towards the top of the record in the normal view.
+
+Show Analytics on Bib Record
+|image651|
+
+When looking at the anaytic record you will also see a link to the host
+item under the 'Host records' column in the holdings table when viewing
+the 'Analtyics' tab.
+
+Host Record
+|image652|
+
+`Analytics Enhanced Workflow <#catalogenhanceanalytics>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To use the Enhanced Workflow method of adding analytics, the first thing
+you need to do is set the
+`EasyAnalyticalRecords <#EasyAnalyticalRecords>`__ preference to 'Don't
+display' and the `UseControlNumber <#UseControlNumber>`__ preference to
+'Use.'
+
+After cataloging your original record (see `Adding
+Records <#addbibrec>`__ for more on creating records) click 'New' from
+the normal view and choose to 'New child record.'
+
+New child record
+|image653|
+
+This will open a new blank record for cataloging. The blank record will
+only have the 773 field filled in properly to complete the link once the
+record is saved.
+
+773
+|image654|
+
+To view all of the items tied to the host record, do a search for the
+record, click the Analytics tab on the left and the analytics tied to
+each barcode will be shown under the "Used in" column.
+
+Analytics Tab
+|image655|
+
+You can also see the analytics attached to this record by clicking the
+'Show Analytic' link towards the top of the record in the normal view.
+
+Show Analytics on Bib Record
+|image656|
+
+When looking at the anaytic record you will also see a link to the host
+item under the 'Host records' column in the holdings table when viewing
+the 'Analtyics' tab.
+
+Host Record
+|image657|
+
+`Editing Analytics <#analyticediting>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If you have linked an analytic record incorrectly you can remove that
+link by editing the item on the analytic record (not the host record).
+To do this, go to the analytic record and click the 'Edit' button and
+choose to 'Edit items'. To the left of each item you will see two
+options.
+
+Edit Analytic Item Record
+|image658|
+
+- Clicking 'Edit in Host' will allow you to edit the item on the host
+ record.
+
+- Clicking 'Delink' will remove the 773 field and the link between the
+ analytic and the host.
+
+`Editing Records <#editbibrec>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To edit a record you can click 'Edit Biblio' from the search results on
+the cataloging page
+
+Edit Biblio Option on Search Results
+|image659|
+
+or by clicking the Edit button on the Bibliographic Record and choosing
+'Edit Record'
+
+Edit Record Option on Bibliographic Record
+|image660|
+
+The record will open in the MARC editor
+
+Editing MARC Record
+|image661|
+
+The alternative is to search via Z39.50 to overlay your record with a
+fuller record found at another library. You can do this by choosing
+'Replace Record via Z39.50' from the Edit menu.
+
+Replace via Z39.50
+|image662|
+
+Once you choose that you will be brought to a Z39.50 search window to
+search other libraries for the record in question.
+
+Once you have made your edits (via either method) you can click 'Save'
+at the top left of the editor.
+
+You can also use the edit menu to add your own custom cover image if you
+have either `OPACLocalCoverImages <#OPACLocalCoverImages>`__ and/or
+`LocalCoverImages <#LocalCoverImages>`__ set to 'Display' by choosing
+'Upload Image' from the menu.
+
+Upload Image
+|image663|
+
+Choosing to 'Upload Image' will take you to the `Upload Local Cover
+Image Tool <#uploadlocalimages>`__.
+
+`Duplicating Records <#dupbibrec>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Sometimes a copy of the record you need to catalog can't be found via
+Z39.50. In these cases you can create a duplicate of similar record and
+edit the necessary pieces to create a new record. To duplicate an
+existing record click 'Edit as New (Duplicate)' from the Edit menu on
+the Bibliographic Record
+
+Edit as New (Duplicate) Bibliographic Record
+|image664|
+
+This will open a new MARC record with the fields filled in with the
+values from the original Bibliographic Record.
+
+New Duplicate Record
+|image665|
+
+`Attaching files to Records <#uploadbibfile>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you would like to upload files to Koha you can do so with a few
+settings.
+
+- You will need to ask your system administrator to set the
+ 'upload\_path' config variable to point to where the files will be
+ stored
+
+ - You can see if your upload path is set correctly by visiting About
+ Koha > System Information. If there is an error you will see it
+ there.Upload Path Warning
+
+- You will want to be sure that your `OPACBaseURL <#OPACBaseURL>`__
+ system preference is set appropriately
+
+- You will want to add the upload.pl plugin to the 856$u subfield in
+ one (or multiple) of your `frameworks <#editsubfields>`__
+
+Once you are all set up you can continue with cataloging as regular. You
+will see a plugin icon next to the 856$u that will open up the upload
+and/or search windowUpload file to record
+
+From this menu you can click browse to find a file and attach it, or you
+can search files you have uploaded previously using the search box. From
+the search results you can choose which file to attach.Uploaded files
+
+Once the file is chosen it will appear as a link in the MARC record and
+on the detail display.
+
+`Merging Records <#mergebibs>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To merge bibliographic records together you will want to go to the
+Cataloging module and perform a search.
+
+If you see duplicates on that search results screen you can check the
+boxes next to the duplicates and click the 'Merge selected' button at
+the top of the results.
+
+Once you have selected the records you want to merge, click the 'Merge
+selected' button at the top of the list. You will be asked which of the
+records you would like to keep as your primary record and which will be
+deleted after the merge. If the records were created using different
+frameworks, Koha will also ask you what Framework you would like the
+newly merged record to use.
+
+Choose Primary Record for Merge
+|image666|
+
+You will be presented with the MARC for all of the records (each
+accessible by tabs labeled with the bib numbers for those records). By
+default the entire first record will be selected, uncheck the fields you
+don't want in the final (destination) record and then move on to the
+second tab to choose which fields should be in the final (destination)
+record.
+
+Merging Records
+|image667|
+
+Should you try to add a field that is not repeatable two times (like
+choosing the 245 field from both record #1 and #2) you will be presented
+with an error
+
+Non-repeatable Error
+|image668|
+
+Below the records you are merging is an option to enter fields to report
+on. This will allow you to control what fields you see on the merge
+confirmation page:
+
+Merge report fields
+|image669|
+
+If you enter nothing you will be presented with a confirmation of
+biblionumbers only
+
+Merge report
+|image670|
+
+If you enter fields you will see those on the confirmation page (you can
+set defaults with the `MergeReportFields <#MergeReportFields>`__
+preference)
+
+Merge report
+|image671|
+
+Once you have completed your selections click the 'merge' button. The
+primary record will now CONTAIN the data you chose for it as well as all
+of the items/holdings from both bib records, and the second record will
+be deleted.
+
+ **Important**
+
+ It is important to rebuild your zebra index immediately after
+ merging records. If a search is performed for a record which has
+ been deleted Koha will present the patrons with an error in the
+ OPAC.
+
+ **Note**
+
+ If you would like you can also use the `Lists <#lists>`__ tool for
+ merging records together. `Learn more here <#mergebibrecs>`__.
+
+`Deleting Records <#deleterecord>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To delete a bibliographic record simply choose the 'Edit' button and
+select 'Delete record'
+
+Delete record
+|image672|
+
+Bibliographic records can only be deleted one all items have been
+deleted. If you try to delete a bibliographic record with items still
+attached you will see that the delete option is grayed out.
+
+Record with items still attached
+|image673|
+
+`Item Records <#catitems>`__
+----------------------------
+
+In Koha each bibliographic record can have one or more items attached.
+These items are sometimes referred to as holdings. Each item includes
+information to the physical copy the library has.
+
+`Adding Items <#addingitems>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After saving a new bibliographic record, you will be redirected to a
+blank item record so that you can attach an item to the bibliographic
+record. You can also click 'Add/Edit Items' from the cataloging search
+results
+
+Add/Edit Items Option on Search Results
+|image674|
+
+or you can add new item at any time by clicking 'New' on the
+bibliographic record and choosing 'New Item'
+
+New Item Button
+|image675|
+
+The item edit form will appear:
+
+Add item form
+|image676|
+
+At the very least, if you plan on circulating the item, the following
+fields should be entered for new items:
+
+- 2 - Source of classification
+
+- a - Permanent location
+
+- b - Current location
+
+- o - Full call number
+
+ - If you'd like you can use the `call number browser
+ plugin <#cnbrowseplugin>`__ for this field. If it's enabled you'll
+ see a ... to the right of the field. When clicked that will open a
+ call number browser window if the row is highlighted in Red then
+ the call number is in use, if there is a thin Green line instead
+ then the call number can be used.Call number browser
+
+- p - Barcode
+
+- v - Cost, replacement price
+
+ - This value will be charged to patrons when you mark an item they
+ have checked out as 'Lost'
+
+- y - Koha item type
+
+To make sure that these values are filled in you can mark them as
+mandatory in the `framework <#marcbibframeworks>`__ you're using and
+then they will appear in red with a 'required' label. The item will not
+save until the required fields are filled in.
+
+Required Item Subfield
+|image677|
+
+- **Note**
+
+ To make item subfields required in a framework you'll want to
+ edit the 952 field in the `framework
+ editor <#marcbibframeworks>`__.
+
+Below the add form there are 3 buttons for adding the item
+
+Add Item Buttons
+|image678|
+
+- Add Item will add just the one item
+
+- Add & Duplicate will add the item and fill in a new form with the
+ same values for your to alter
+
+- Add Multiple items will ask how many items and will then add that
+ number of items adding +1 to the barcode so each barcode is unique
+
+Your added items will appear above the add form once submitted
+
+Items
+|image679|
+
+Your items will also appear below the bibliographic details on the bib
+record display.
+
+List of Items on the Bib Record
+|image680|
+
+If you have
+`SpineLabelShowPrintOnBibDetails <#SpineLabelShowPrintOnBibDetails>`__
+set to 'Display' then there will also be a link to print a quick spine
+label next to each item.
+
+List of Items on the Bib Record with a Print Label link
+|image681|
+
+You can also filter the contents of your holdings table by clicking the
+'Activate filters' links. This will show a row at the top where you can
+type in any column to filter the results in the table.
+
+Filter holdings
+|image682|
+
+`Editing Items <#editingitems>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Items can be edited in several ways.
+
+- Clicking 'Edit' and 'Edit Items' from the bibliographic record
+
+ Edit Items Menu Option
+ |image683|
+
+ Which will open up a list of items where you can click the 'Actions'
+ button to the left of the specific item you would like to edit and
+ choose 'Edit'.
+
+ Edit individual items
+ |image684|
+
+- Clicking 'Edit Items' beside the item on the 'Items' tab
+
+ Items Tab
+ |image685|
+
+ Which will open up the editor on the item you'd like to edit
+
+ Edit individual items
+ |image686|
+
+- Clicking 'Edit' and then 'Edit items in batch'
+
+ Edit items in a batch
+ |image687|
+
+ This will open up the `batch item modification
+ tool <#batchmodifyitems>`__ where you can edit all of the items on
+ this record as a batch.
+
+- You can also enable
+ `StaffDetailItemSelection <#StaffDetailItemSelection>`__ to have
+ checkboxes appear to the left of each item on the detail display. You
+ can then check off the items you would like to edit and click 'Modify
+ selected items' at the top of the list.
+
+ Editing selected items
+ |image688|
+
+- You can click 'Edit' to the right of each item in the Holdings
+ tabEdit individual items
+
+- There is also a link to Edit items from the search results in the
+ staff clientEdit item on the search results
+
+- Finally you can use the `Batch Item
+ Modification <#batchmodifyitems>`__ tool
+
+`Quick Item Status Updates <#itemquickedit>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Often circulation staff need to change the status of an item to Lost or
+Damaged. This doesn't require you to edit the entire item record.
+Instead clicking on the item barcode on the checkout summary or checkin
+history will bring you to an item summary. You can also get to the item
+summary by clicking on the Items tab to the left of the bib detail page.
+
+Item Edit
+|image689|
+
+From this view you can mark an item lost by choosing a lost status from
+the pull down and clicking the 'Set Status' button.
+
+Edit Lost Status
+|image690|
+
+You can also mark an item as damaged by choosing a damaged status from
+the pull down and clicking the 'Set Status' button.
+
+Edit Damaged Status
+|image691|
+
+`Duplicating Items <#duplicateitem>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+You can easily duplicate each item by clicking the 'Action' button the
+left of each item on the edit items screen
+
+Edit individual items
+|image692|
+
+From here you can choose to 'Duplicate' the item and this will populate
+the form with the values from the item you chose.
+
+`Item Information <#iteminfo>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To the left of every bibliographic record there is a tab to view the
+items.
+
+Items Tab
+|image693|
+
+Clicking that tab will give you basic information about the items. From
+here you can see basic information about the item such as the home
+library, item type, collection code, call number and replacement price.
+You can also see and edit the status information. If an item is marked
+lost or withdrawn you will also see the date that status was applied.
+
+In the History section you will see infomration about the check out
+history of the item and if you ordered the item via the acquisitions
+module then this section will include information about the order.
+
+History with order info
+|image694|
+
+If the Order or Accession date is linked, clicking it will bring you to
+the acquisitions information for that item.
+
+`Moving Items <#moveitemrec>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Items can be moved from one bibliographic record to another using the
+Attach Item option
+
+Attach Item Option
+|image695|
+
+Visit the bibliographic record you want to attach the item to and choose
+'Attach Item' from the 'Edit' menu.
+
+Attach Item Form
+|image696|
+
+Simply enter the barcode for the item you want to move and click
+'Select'
+
+If you want to move all items to a new record creating only one
+bibliographic record you can use the `Merge Records
+tool <#mergebibrecs>`__ instead.
+
+`Deleting Items <#deleteitems>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+There are many ways to delete item records. If you only need to delete
+one item you can do this by opening up the detail page for the bib
+record and clicking the 'Edit' button at the top. From there you can
+choose to 'Edit items'.
+
+'Edit Items' menu option
+|image697|
+
+You will be presented with a list of items and next to each one will be
+a link labeled 'Delete'. Click that link and if the item is not checked
+out it will delete that item.
+
+Delete link on the left
+|image698|
+
+If you know that all of the items attached to your record are not
+currently checked out you can use the 'Delete all items' option under
+the 'Edit menu' and it will remove all items from the record.
+
+You can also enable
+`StaffDetailItemSelection <#StaffDetailItemSelection>`__ to have
+checkboxes appear to the left of each item on the detail display. You
+can then check off the items you would like to delete and click 'Delete
+selected items' at the top of the list.
+
+Deleting selected items
+|image699|
+
+Finally you can use the `batch delete tool <#batchdeleteitems>`__ to
+delete a batch of items.
+
+`Item Specific Circulation History <#itemcirchistory>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Each bibliographic record keeps a circulation history (with or without
+the patron information depending on your settings), but each item also
+has its own circulation history page. To see this, click on the 'Items'
+tab to the left of the record you are viewing.
+
+Items tab
+|image700|
+
+Below the 'History' heading is a link to 'View item's checkout history,'
+clicking that will open up the item's history which will look slightly
+different from the bibliographic record's history page.
+
+Item Specific Circulation History
+|image701|
+
+`Authorities <#catauthorities>`__
+---------------------------------
+
+Authority records are a way of controlling fields in your MARC records.
+Using authority records will provide you with control over subject
+headings, personal names and places.
+
+`Adding Authorities <#addauthorities>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To add a new authority record you can either choose the authority type
+from the 'New Authority' button or search another library by clicking
+the 'New from Z39.50' button.
+
+New Authority Record Options
+|image702|
+
+If you choose to enter a new authority from scratch, the form that
+appears will allow you to enter all of the necessary details regarding
+your authority record.
+
+New Authority Record
+|image703|
+
+To expand collapsed values simply click on the title and the subfields
+will appear. To duplicate a field or subfield just click the plus sign
+(+) to the right of the label. To use field helper plugins simply click
+the ellipsis (...) to the right of the field.
+
+When linking authorities to other headings, you can use the authority
+finder plugin by clicking the ellipsis (...) to the right of the field.
+
+Authority search plugin
+|image704|
+
+From there you can search your authority file for the authority to link.
+If you can't find the authority to link, you can click the 'Create new'
+button and add the necessary authority for the link. This plugin also
+allows for you to choose the link relationship between the authorities.
+
+Authority relationships
+|image705|
+
+If you choose to search another library for the authority record you
+will be presented with a search box
+
+Authority Z39.50 Search
+|image706|
+
+From the results you can choose the 'Import' link to the right of the
+record you would like to add to Koha
+
+Authority Z39.50 Results
+|image707|
+
+You will then be presented with the form to edit the authority before
+saving it to your system
+
+Imported Authority
+|image708|
+
+`Searching Authorities <#searchauthorities>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+From the authorities page you can search for existing terms and the
+bibliographic records they are attached to.
+
+Authority Search
+|image709|
+
+From the results you will see the authority record, how many
+bibliographic records it is attached to, an 'Actions' menu that includes
+the ability to `edit <#editauthorities>`__, `merge <#authoritymerge>`__
+and `delete <#editauthorities>`__ (if there are no bibliographic records
+attached).
+
+Authority Search Results
+|image710|
+
+Clicking on the Details link to the right of the authority record
+summary will open the full record and the option to edit the record.
+
+Authority Record
+|image711|
+
+If the authority has See Alsos in it you will see those broken out on
+the search results, clicking the linked headings will run a search for
+that heading instead.
+
+See Also in Authorities
+|image712|
+
+`Editing Authorities <#editauthorities>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Authorities can be edited by clicking on the authority summary from the
+search results and then clicking the 'Edit' button above the record. Or
+by clicking on the 'Edit' link to the left of the authority on the
+search results.
+
+Edit Authority Record
+|image713|
+
+Once you've made the necessary edits, simply click 'Save' and
+`dontmerge <#dontmerge>`__ is set to 'Do', Koha will immediately update
+all of the bib records linked to the authority with the new authority
+record's data. If dontmerge is set to "Don't" then Koha won't edit bib
+records when changes are made to authorities, rather, this is done later
+by the `merge\_authority.pl cronjob <#mergeauthcron>`__.
+
+To delete an authority record you first must make sure it's not linked
+to any bibliographic records. If it is not used by any bibliographic
+records a 'Delete' link will appear to the right of the record on the
+search results and as a button that appears after clicking on the
+summary of the authority record.
+
+`Merging Authorities <#authoritymerge>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you have duplicate authority records you can merge them together by
+clicking the 'Merge' link, found in the actions menu, next to two
+results on an authority search.
+
+Duplicate authorities results
+|image714|
+
+After clicking 'Merge' on the first result you will see that authority
+listed at the top of the results.
+
+Merging authorities results
+|image715|
+
+Next you need to click 'Merge' next to the second result you'd like to
+merge.
+
+You will be asked which of the two records you would like to keep as
+your primary record and which will be deleted after the merge.
+
+Merging authorities
+|image716|
+
+You will be presented with the MARC for both of the records (each
+accessible by tabs labeled with the authority numbers for those
+records). By default the entire first record will be selected, uncheck
+the fields you don't want in the final (destination) record and then
+move on to the second tab to choose which fields should be in the final
+(destination) record.
+
+Authorities to merge
+|image717|
+
+Once you have completed your selections click the 'Merge' button. The
+primary record will now contain the data you chose for it and the second
+record will be deleted.
+
+Merged authority
+|image718|
+
+`Cataloging Guides <#catguides>`__
+----------------------------------
+
+`Bibliographic Record Cataloging Cheat Sheet <#bibcatcheatsheet>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| Tag | Label | Description | Instructions |
++=======+=====================================+======================================================================================================================================================+===================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================+
+| 000 | LEADER | Describes the record(i.e. surrogate) -- is it a record for a monograph? A serial? | Click in this field to fill it in. Then set "Bibliographic level" to 'a' for articles or 's' for serials. Otherwise, leave everything as is. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 001 | CONTROL NUMBER | Accession number. | Enter the accession number written inside the item here. For articles and items which do not have accession numbers, leave blank. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 003 | CONTROL NUMBER IDENTIFIER | Your MARC Organizational Code | Click in this field to fill it in (will auto fill if you have your `MARCOrgCode <#MARCOrgCode>`__ preference set). |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 005 | D & T LATEST TRANSACTION | Current date and time. | Click in this field to fill it in. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 008 | FIXED-LENGTH DATA ELEMENTS | Field containing computer-readable representations of a number of things. | Generally you will only use 's' (single) or 'm' (multiple) options for position 06- use the former when the item was published in a single year, the latter when it was published over the course of several. If there is a single date, only enter a date in the first date field (positions 07-10). Enter the three-digit country code in positions 15-17, being sure to add spaces if the country code is fewer than three characters long. If there is an index, note that fact in position 31. Enter the three-letter language code in positions 35-37. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 010 | LCCN | A number assigned by the Library of Congress to uniquely identify the work. | Check on the copyright page of the book (if it was published in the US) or the LC catalog for this number. If you can't find it, don't worry about it. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 020 | ISBN | Unique number used by publishers to identify books. | If this number isn't listed on the book, there probably isn't one. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 022 | ISSN | Unique number used by publishers to identify serials. | If this number isn't listed on the book, there probably isn't one. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 033 | DATE/TIME OF EVENT | Used for auction dates. Required for auction catalogs. | For auctions that took place on only one day, enter the date of the auction in the format YYYYMMDD in the subfield 'a' and a '0' in the first indicator. For auctions that took place over two consecutive days or any number of non-consecutive days, create a subfield 'a' for each day with the date in the format YYYYMMDD, and put a '1' in the first indicator. For auctions that took place over more than two consecutive days, create a subfield 'a' (in format YYYYMMDD) for the first day and a subfield 'a' (also in format YYYYMMDD) for the last day, and put a '2' in the first indicator. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 040 | CATALOGING SOURCE | Identifies which libraries created and modified the record. | For imported records, add a subfield 'd' with your OCLC code as the value. For new records, make sure that the subfield 'c' with your OCLC code as the value. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 041 | LANGUAGE CODE | Identifies all the languages used in an item, when two or more languages are present. | For significant portions of a text in a given language, there should be a subfield 'a' with that language code. If there are only summaries or abstracts in a specific language, create a subfield 'b' with that language code. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 100 | MAIN ENTRY--PERSONAL | Authorized form of the main author's name | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 110 | MAIN ENTRY--CORPORATE | Authorized form of the name of the main corporate author. Required for auction catalogs. | Auction catalogs should use a 110 field rather than a 100 field. See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 111 | MAIN ENTRY--MEETING | Authorized form of the name of a meeting which acted as a main offer (e.g. conference proceedings) | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 245 | TITLE STATEMENT | Transcription of the title statement from the title page (or chief source of information) | Enter the title in subfield 'a', the subtitle in subfield 'b', and the statement of responsibility in subfield 'c'. If you are creating a record for a single volume or part of a multi-part item, you should put the part number in subfield 'n' and the part title in subfield 'p.' For auction catalogs, the date (in 'MM/DD/YYYY' format) should be listed in square brackets in subfield 'f'. See ISBD punctuation sheet. Set the first indicator to '0' if there is no author, otherwise set it to '1'. Set the second indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the second indicator to '4'). |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 246 | VARYING FORM OF TITLE | Alternate form of title for searching and filing purposes | If the patron might look for the work under a different title, enter it here. Do not include initial articles. The first indicator should be '3', unless the title is merely a variant spelling, in which case the first indicator should be '1'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 250 | EDITION STATEMENT | Transcription of the edition statement from the title page (or chief source of information) | Transcribe the edition statement exactly as it appears on the title-page. You may abbreviate if the edition statement is very long. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 260 | PUBLICATION (IMPRINT) | Publication information. | Put the location of publication in subfield 'a', the publisher in subfield 'b', and the year (or probable year) in subfield 'c'. See ISBD punctuation sheet. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 300 | PHYSICAL DESCRIPTION | Physical description | Enter the pagination statement in subfield 'a', a brief description of "special" contents such as illustrations or maps in subfield 'b' (see AACR2), and the size of the item in subfield 'c'. See ISBD punctuation sheet. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 490 | SERIES STATEMENT | Shows the series statement exactly as it appears on the item. | Transcribe the series statement into subfield 'a' with the volume number in subfield 'v'. See ISBD punctuation sheet. Set the first indicator to '1' if you are using an 830. As a general rule, you should do so. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 500 | GENERAL NOTE | Notes that don't fit anywhere else. | Enter notes as full sentences, with a separate 500 field for each distinct topic. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 501 | WITH NOTE | Notes whether the work is bound with the works described by other records. | Put description of relationship in subfield 'a'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 504 | BIBLIOGRAPHY, ETC. NOTE | Indicates whether the work includes a bibliography. | If the work includes a bibliography and index, put the text "Includes bibliographical references (p. XXX-XXX) and index." in subfield 'a'. If the work does not include an index, remove that part of the sentence. If the references are scattered throughout the work and not gathered into a distinct sentence, remove the parenthetical statement. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 505 | FORMATTED CONTENTS | List of contents in a standard format. Unformatted contents can be listed in a 500 (General Note) field. | See ISBD punctuation sheet. Set the first indicator to '0'. If you are separately coding authors and titles, set the second indicator to '0'. Otherwise, leave the second indicator blank. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 518 | DATE/TIME OF EVENT NOTE | Used for auction dates. | For auction catalogs, enter the date of the auction in the format 'January 2, 1984' in the subfield 'a' |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 520 | SUMMARY, ETC. | A brief summary or abstract of the book or article. | In general you do not need to write a summary. A summary might be called for, however, with items that cannot be easily reviewed by a patron, such as books with highly acidic paper or CD-ROMs. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 546 | LANGUAGE NOTE | Note describing the languages used in the work | Only needed for works in multiple languages. See ISBD punctuation sheet. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 561 | PROVENANCE INFORMATION | Describes the previous ownership of the item. | Used only for rare books. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 563 | BINDING INFORMATION | Describes the binding of the item. | Used only for rare books. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 590 | LOCAL NOTE | Local notes. Required for auction catalogs. | Used for auction catalogs to indicate what types of coins are sold in the auction- Roman, Greek, etc. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 600 | SUBJECT ADDED--PERSONAL | Authorized form of personal names for people discussed in the work | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 610 | SUBJECT ADDED--CORPORATE | Authorized form of corporate names for organizations discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to '2'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 611 | SUBJECT ADDED--MEETING | Authorized form of meeting names for meetings discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to '2'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 630 | SUBJECT ADDED--UNIFORM TITLE | Authorized form of titles for other works discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the first indicator to '4'). If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 650 | SUBJECT ADDED--TOPICAL | Library of Congress Subject Heading terms describing the subject of the work | See Authorized headings sheet and AACR2. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 651 | SUBJECT ADDED--GEOGRAPHICAL | Library of Congress Subject Heading geographical terms describing the subject of the work | See Authorized headings sheet and AACR2. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 655 | INDEX TERM--GENRE/FORM | Describes what an item is as opposed to what the item is about. | Generally used only for auction catalogs, which should have the genre heading "Auction catalogs." (make sure to find the authorized heading!) If you found the name in the LC authority file, set the second indicator to '0'. If you are using a term from a specific thesaurus, set the second indicator to '7' and put the code for the thesaurus in subfield '2'. Otherwise set the second indicator to '4'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 690 | LOCAL SUBJECT ADDED--TOPICAL | Used for headings from any custom subject authority file. | If there is no appropriate LCSH term, you can use a 690 with subject headings you find on other items in the catalog. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 691 | LOCAL SUBJECT ADDED--GEOGRAPHICAL | Used for headings from any custom subject authority file. | If there is no appropriate LCSH term, you can use a 691 with subject headings you find on other items in the catalog. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 700 | ADDED ENTRY--PERSONAL | Used for second authors and other persons related to the production of the work. | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 710 | ADDED ENTRY--CORPORATE | Used for corporate bodies related to the production of the work (e.g. publishers). | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 711 | ADDED ENTRY--MEETING | Used for meetings related to the production of the work (e.g. symposia that contributed to the work). | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 730 | ADDED ENTRY--UNIFORM TITLE | Used for uniform titles related to the production of the work (e.g. a work that inspired the present work) | See Authorized headings sheet and AACR2. Set the first indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the first indicator to '4'). |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 773 | HOST ITEM ENTRY | Describes the larger bibliographic unit that contains the work (e.g. book or journal containing the article being described in the current record) | If the host publication is author main entry, enter the authorized form of the author's name in subfield 'a'. Put the title in subfield 't'. If the host publication is an independent work, put publication information in subfield 'd'. When available, ISSN and ISBN should always be used in, in subfields 'x' and 'z' respectively. Relationship information (e.g. volume number, page number, etc.) goes in subfield 'g'. Subfield 'q' contains an encoded representation of the location of the item: volume, issue, and section numbers are separated by colons, and the first page is entered following a '<' at the end of the subfield. See ISBD punctuation sheet. Set the first indicator to '0'. If you want the label "In:" to be generated, leave the second indicator blank. If you want something else displayed before the 773 text, set the second indicator to '8' and add a subfield 'i' with the label you want at the beginning of the field (e.g. "$iOffprint from:"). |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 830 | SERIES ENTRY--UNIFORM TITLE | Authorized form of the series name transcribed in the 490 field. Often this will just be the same as the 490. | See Authorized headings sheet and AACR2. Set the second indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the second indicator to '4'). |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 852 | LOCATION/CALL NUMBER | Provides the section name for pre-barcode books, pamphlets, and some articles and serials. | Do not put anything in this field if you are cataloging a volume which gets only one record and a barcode. If the item does not get a barcode, or you are currently creating a record for an article in a volume, put the section in subfield 'a' (see ANS cataloging documentation), and the call number in subfield 'i'. Set the first indicator to '8'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 856 | ELECTRONIC ACCESS | Links to material available online. | Put the URL of any electronic copies or summaries, etc. in subfield 'u' and a link title in subfield 'y'. Set the first indicator to '4'. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 942 | ADDED ENTRY ELEMENTS (KOHA) | Used for Koha-specific data. | Set the subfield 'c' to the appropriate item type. |
++-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+
+Table: Cataloging Guide
+
+`Item/Holdings Record Cataloging Guide <#itemcatguide>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This table represents the default embedded holdings data in Koha. This
+information can be used for migration or importing data purposes
+
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| MARC21 Tag/subfield | Data Element | Description | Notes |
++=======================+=====================================================+==================================================================================+==========================================================================================================================================================================================================================================================================+
+| 952$0 | Withdrawn status | Default values: | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('WITHDRAWN' in default installation) |
+| | | | |
+| | | - 0 = Not withdrawn | |
+| | | | |
+| | | - 1 = Withdrawn | |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$1 | Lost status | Default values: | It's possible to configure OPAC so that lost items don't display with the `hidelostitems <#hidelostitems>`__ system preference. |
+| | | | |
+| | | - 0 = Available | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('LOST' in default installation) |
+| | | | |
+| | | - 1 = Lost | |
+| | | | |
+| | | - 2 = Long Overdue (Lost) | |
+| | | | |
+| | | - 3 = Lost and Paid For | |
+| | | | |
+| | | - 4 = Missing in Inventory | |
+| | | | |
+| | | - 5 = Missing in Hold Queue | |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$2 | Classification | Classification scheme that defines filing rules used for sorting call numbers. | A choice of `classification sources <#classificationsources>`__ as they are defined in administration. If no classification scheme is entered, the system will use the value entered in the `DefaultClassificationSource <#DefaultClassificationSource>`__ preference. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$3 | Materials specified | Specific issues of serials or multi-part items. | Displayed when items are checked out and in to tell the staff how many pieces the item has. Copy/volume data is stored in 952$h and $t for display in Normal views. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$4 | Damaged status | Default values: | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('DAMAGE' in default installation) |
+| | | | |
+| | | - 0 = Not damaged | |
+| | | | |
+| | | - 1 = Damaged | |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$5 | Use restrictions | Default values: | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('RESTRICT' in default installation). This value has no effect on circulation. |
+| | | | |
+| | | - 0 = No use restrictions | |
+| | | | |
+| | | - 1 = Restricted Access | |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$7 | Not for loan | Default values: | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('NOT\_LOAN' in default installation). Negative number values can still be placed on hold. |
+| | | | |
+| | | - -1 = Ordered | |
+| | | | |
+| | | - 0 = Available for loans | |
+| | | | |
+| | | - 1 = Not for Loan | |
+| | | | |
+| | | - 2 = Staff Collection | |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$8 | Collection code | Coded value | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('CCODE' in default installation) |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$9 | Item number | System-generated item number. | Does not display in the item record. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$a | Owning Library \*\* | Branch code | **Required**. Code must be defined in `Libraries, Branches and Groups <#libsgroups>`__ |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$b | Holding library \*\* (usually the same as 952$a ) | Branch code | **Required**. Code must be defined in `Libraries, Branches and Groups <#libsgroups>`__ |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$c | Shelving location code | | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('LOC' in default installation) |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$d | Date acquired | YYYY-MM-DD | Date formats in the 952 subfields are required to be in the system internal format for data loading and subsequent item editing: YYYY-MM-DD |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$e | Source of acquisition | Coded value or vendor string | Filled in automatically with the Koha assigned vendor id by Acquisitions when an item is received. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$g | Purchase price | Decimal number, no currency symbol (ex. 10.00) | Filled in automatically by Acquisitions when an item is received. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$h | Serial enumeration | | Filled in automatically by Serials if the issue is received there. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$o | Koha full call number | | Can be filled in automatically based on the `itemcallnumber <#itemcallnumber>`__ system preference. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$p | Barcode \* | Max 20 characters | |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$t | Copy number | Max 32 characters | |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$u | Uniform Resource Identifier | Item specific URL | Full URL starting with http:// Only needed if your item has its own URL, not necessary if the bib record has a 856$u that applies to all items on the record. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$v | Replacement price | Decimal number, no currency symbol (ex. 10.00) | Filled in automatically by Acquisitions when an item is received. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$w | Price effective from | YYYY-MM-DD | Date formats in the 952 subfields are required to be in the system internal format for data loading and subsequent item editing: YYYY-MM-DD. Filled in automatically by Acquisitions when an item is received. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$x | Nonpublic note | | This is a note field for notes that will not appear in the OPAC. Right now this note does not appear anywhere but in the item edit screen in the staff client. |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$y | Koha item type \*\* | Coded value, required field for circulation | **Required**. Coded value, must be defined in `Item types <#itemtypeadmin>`__ |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+| 952$z | Public note | | |
++-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
+
+Table: Koha Embedded Holdings Data
+
+\* - required for circulation
+
+\*\* - required by Koha
+
+`Handling On Order Items and Holds <#onorderitemholds>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you tend to import your MARC records when you have ordered the book
+(as opposed to when you receive the books), and allow patrons to place
+holds on those books, you may need to add item records to the \*.mrc
+file before importing.
+
+The easiest way to import your latest order is to first run your records
+through `MARCEdit <http://marcedit.reeset.net/>`__. Download your MARC
+records, saving them to your desktop or some other location you use/will
+remember. If you have MARCEdit already installed you should simply have
+to double click on your MARC records, and they will automatically open
+in MARCEdit.
+
+ **Important**
+
+ This tutorial was written with MARCEdit version 5.2.3769.41641 on
+ Windows XP, instructions may be different if your version or
+ operating system is different.
+
+- Your original file will automatically be in the input; ensure
+ MarcBreaker is chosen, and then click "Execute"
+
+ MarcBreaker
+ |image719|
+
+- You will be presented with a summary of the records processed at the
+ bottom of the screen
+
+ MarcBreaker Summary
+ |image720|
+
+- Click 'Edit Records' to continue on to adding item records
+
+- Your screen will be replaced with a larger screen containing the MARC
+ records
+
+ MARC file for editing
+ |image721|
+
+- Click on Tools > Add/Edit Field
+
+ Add/Delete Field
+ |image722|
+
+- Enter in the Koha specific item info
+
+ Add 942 Field
+ |image723|
+
+ - In the Field box, type 942
+
+ - In the Field Data box, type \\\\$c and the item type code
+ (\\\\$cBOOK in this example)
+
+ - Check the 'Insert last' option
+
+ - Click 'Add Field'
+
+- Enter in the item record data
+
+ Add 952 Field
+ |image724|
+
+ - In the Field box, type 952
+
+ - In the Field Data box, type
+ $7ORDERED\_STATUS$aPERM\_LOC$bCURR\_LOC$cSHELVING\_LOCATION$eSOURCE\_OF\_ACQ$yITEM\_TYPE
+
+ - ex. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK
+
+ - In a default install of Koha -1 is the value for the Ordered
+ status
+
+ - You may want to look at other subfields you would like data in
+ -- for example, changing the collection code to put all the
+ items in the same collection (8), automatically fill in the
+ acquisition date (d), or put in a public note (z).
+
+ - Be sure you use the $ to separate subfields; adding each
+ subfield on a separate line will cause that many items to be
+ imported with your MARC record (in the example above, four
+ items, each with one of those subfields corrected)
+
+ - Make sure you look at the Administration > Authorized Values in
+ Koha to put the correct code into the field
+
+ - Check the 'Insert last' option
+
+ - Click 'Add Field'
+
+- Close the field editor window
+
+- Click on File > Compile into MARC
+
+ Compile into MARC
+ |image725|
+
+- Choose where to save your file
+
+Now you want to go into your Koha system and follow the instructions for
+`importing MARC records <#stagemarc>`__.
+
+Once the item has come in, you will need to go to the item record and
+individually change the item to have the correct barcode, and manually
+change the status from Ordered to the blank line in the Not for Loan
+field.
+
+ **Note**
+
+ If you purchase your cataloged item records, you may want to request
+ your vendor put in the information you need into the MARC records
+ for you; that way, you could import the edited-by-the-vendor file,
+ overwriting the current record, automatically replacing the data
+ with what you need.
--- /dev/null
+.. include:: images.rst
+
+Circulation
+===========
+
+Circulation functions can be accessed in several different ways. On the
+main page of the staff client there are some quick links in the center
+of the page to check items out, in or transfer them. For a complete
+listing of Circulation functions you can visit the Circulation page
+which is linked from the top left of every page or from the center of
+the main page.
+
+Before circulating your collection you will want to set your `Global
+System Preferences <#globalsysprefs>`__, `Basic
+Parameters <#basicparams>`__ and `Patrons & Circulation
+Rules <#patscirc>`__.
+
+While in Circulation you can jump between the tabs on the quick search
+box at the top of the screen by using the following hot keys:
+
+- jump to the catalog search with Alt+Q
+
+- jump to the checkout with Alt+U
+
+ - this will not work for Mac users
+
+- jump to the checkin with Alt+R
+
+ **Note**
+
+ Mac users use the OPTION button in place of ALT
+
+`Check Out (Issuing) <#checkingout>`__
+--------------------------------------
+
+To begin the checkout process you must enter the patron barcode or part
+of their name. The checkout option appears in three main places:
+
+- Check out option on the top of the main staff client
+
+ Check out box on main Koha Staff Client page
+ |image482|
+
+- Check out option on the patron record
+
+ Check out tab on a patron record
+ |image483|
+
+- If you have enabled `batch checkouts <#batchcheckoutprefs>`__ then
+ click the batch check out option on the patron recordBatch checkout
+
+- Check out option on the quick search bar on the circulation page
+
+ Check out tab on quick search bar
+ |image484|
+
+`Checking Items Out <#checkitemout>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To check an item out to a patron, first search for that patron using one
+of the many options listed above. You will then be presented with the
+checkout screen.
+
+Check Out Screen
+|image485|
+
+If you have chosen to 'Always show checkouts immediately' then you will
+see the list of checkouts below the check out box.
+
+Check Out Screen
+|image486|
+
+At the top of the Check Out screen is a box for you to type or scan the
+item's barcode into.
+
+- **Important**
+
+ Many modern barcode scanners will send a 'return' to the browser,
+ making it so that the 'Check Out' button is automatically clicked
+
+- If the barcode is not found you will be prompted to use fast
+ cataloging to add the item. Learn more about `fast
+ cataloging <#fastaddcat>`__ later in this manual.
+
+- If you have
+ `itemBarcodeFallbackSearch <#itemBarcodeFallbackSearch>`__ set to
+ 'Enable' then you can enter a keyword search in this box instead of
+ just a barcode (this will make it possible to check out using title
+ and/or call number).
+
+To see more checkout options click the 'Checkout settings' link to
+expand the checkout area.Checkout settings
+
+Below the box for the barcode there may be options for you to override
+the default due date for the item.
+
+- This option will only appear if you have set the
+ `SpecifyDueDate <#SpecifyDueDate>`__ system preference to allow staff
+ to override the due date
+
+Below the box for the barcode you will see a checkbox for 'Automatic
+renewal'. This will allow this item to automatically renew if the
+`appropriate cron job <#autorenewcron>`__ is running and there are no
+holds on the item.
+
+Next is an option to no decrease the loan length based on holds. This
+overrides the `decreaseLoanHighHolds <#decreaseLoanHighHolds>`__
+preference.
+
+If you're allowing the `checkout of items on site <#OnSiteCheckouts>`__
+to patrons (these are usually items that are not for loan that you would
+like to check for in library use) then you will see the 'On-site
+checkout' checkbox after clicking the 'Checkout settings' link to expand
+your circulation options.On-site checkout
+
+At the bottom of the page there is a summary of the patron's current
+checked out items along with the due date (and time if the item is an
+hourly loan), items checked out today will appear at the top.
+
+ **Note**
+
+ Items that are hourly loan items will include the time with the due
+ date.
+
+Patron's checkout summary
+|image487|
+
+If you checked out an item for on site use you will see that highlighted
+in red in the checkout summary.
+
+Patron's on-site checkout
+|image488|
+
+If you have set your `ExportWithCsvProfile <#ExportWithCsvProfile>`__
+preference, you will also see the option to export the patron's current
+checkout information using a CSV Profile or ISO2709 (MARC21) format.
+
+Export patron's checkout information
+|image489|
+
+Also at the bottom of the page is the list of items the patron has on
+hold
+
+Holds summary on check out screen
+|image490|
+
+From the holds list you can suspend or resume patrons holds using the
+options at the bottom of the list if you have the
+`SuspendHoldsIntranet <#SuspendHoldsIntranet>`__ preference set to
+'allow.'
+
+ **Note**
+
+ If you have your
+ `AutoResumeSuspendedHolds <#AutoResumeSuspendedHolds>`__ preference
+ set to "Don't allow" then you will not have the option to put an end
+ date on the hold suspension
+
+If there are notes on the patron record these will appear to the right
+of the checkout box
+
+Patron notes on check out screen
+|image491|
+
+If the patron has a hold waiting at the library that too will appear to
+the right of the check out box making it easy for the circulation
+librarian to see that there is another item to give the patron
+
+Hold waiting message on check out screen
+|image492|
+
+The details of the checkouts will appear on the bib detail page in the
+staff client as well.
+
+Circulation information on holdings tab
+|image493|
+
+`Printing Receipts <#printcircreceipt>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Once you have checked out all of the items for the patron you can print
+them a receipt by choosing one of two methods.
+
+If you have the `CircAutoPrintQuickSlip <#CircAutoPrintQuickSlip>`__
+preference set to 'open a print quick slip window' you can simply hit
+enter on your keyboard or scan a blank piece of paper with your barcode
+scanner. The idea being that you're "checking out" a blank barcode which
+triggers Koha to print the 'Quick slip.'
+
+You can also click the Print button at the top of the screen and choose
+'Print slip' or 'Print quick slip'.
+
+Print receipt to slip printer
+|image494|
+
+If you choose 'Print slip' it will print all of the items the patron has
+checked out, including those they checked out at an earlier date.
+Choosing 'Print quick slip' will print only the items that were checked
+out today.
+
+'Print summary' will generate a full page summary for the patron's
+circulation information and 'Print overdues' will print out a slip that
+lists all items that are overdue.
+
+What prints on the slips can be customized by altering the slip
+templates under the `Notices & Slips <#notices>`__ tool.
+
+`Clear Patron Information <#clearpatroninfo>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+When you're done checking an item out if you have the
+`DisplayClearScreenButton <#DisplayClearScreenButton>`__ preference set
+to 'Show' you can clear the current patron by clicking the X in the top
+right of the patron's info to remove the current patron from the screen
+and start over.
+
+Clear Screen Button
+|image495|
+
+If you have the `CircAutoPrintQuickSlip <#CircAutoPrintQuickSlip>`__
+preference set to 'clear the screen' then you simply need to hit enter
+or scan a blank barcode and the screen will be cleared of the current
+patron.
+
+`Batch Checkouts <#batchcheckout>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you would like to perform a batch check out you can do so by turning
+on the `BatchCheckouts <#BatchCheckouts>`__ system preference and
+assigning the proper patron categories via the
+`BatchCheckoutsValidCategories <#BatchCheckoutsValidCategories>`__
+preference. This will allow you to use an RFID pad that reads multiple
+barcodes or perform a batch check out for training internal use.Batch
+checkouts
+
+From this screen you can scan several barcodes or load a file of
+barcodes. If those items cannot be checked out they will provide a
+warning on the following screen
+
+Batch checkout warnings
+|image496|
+
+If you are using a statistical patron type then you'll see that local
+use was recorded for each item you scanned.
+
+Batch local use
+|image497|
+
+`Check Out Messages <#checkoutmsg>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you check out an item that has multiple pieces and you have cataloged
+that information in subfield 3 of the item record (in MARC21) a message
+will pop up when you check out that item telling you how many pieces
+should be there.
+
+Materials in the checked out item
+|image498|
+
+There are times when Koha will prevent the librarian from being able to
+check out items to a patron. When this happens a warning will appear
+notifying the librarian of why the patron cannot check items out.
+
+- Patron owes too much in fines
+
+ Patron owes too much in fines
+ |image499|
+
+ - You can set the amount at which patron checkouts are blocked with
+ the `noissuescharge <#noissuescharge>`__ system preference
+
+- Patron has a restriction on their account
+
+ Patron account restricted
+ |image500|
+
+ - This can be set by the librarian editing a patron record and
+ adding a `restriction <#patronflags>`__ or by the `Overdue/Notice
+ Status Triggers <#noticetriggers>`__
+
+ - If the staff member has the right permission they can override the
+ restriction temporarily
+
+ Patron account restricted
+ |image501|
+
+- Patron needs to confirm their address
+
+ Patron's address warning
+ |image502|
+
+ - This can be set by the librarian editing a patron record and
+ adding a `flag <#patronflags>`__
+
+- Patrons has lost their library card
+
+ Lost patron card warning
+ |image503|
+
+ - This can be set by the librarian editing a patron record and
+ adding a `flag <#patronflags>`__
+
+`Check Out Warnings <#checkoutwarn>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Sometimes checkouts will trigger warning messages that will appear in a
+yellow box above the check out field. These warnings need to be
+acknowledged before you will be able to continue checking items out.
+
+- Patron has outstanding fines
+
+ Patron has a debt
+ |image504|
+
+- Item on hold for someone else
+
+ Item is on hold for someone else
+ |image505|
+
+- Item should be on the hold shelf waiting for someone else
+
+ Item is on hold shelf waiting for someone else
+ |image506|
+
+- Item already checked out to this patron
+
+ Item is currently checked out to this patron
+ |image507|
+
+- Item checked out to another patron
+
+ Item checked out to another patron
+ |image508|
+
+ - This warning will allow you to place a hold on the item for the
+ patron you're trying to check it out to.
+
+- Item not for loan
+
+ Item is not normally for loan
+ |image509|
+
+- Patron has too many things checked out and
+ `AllowTooManyOverride <#AllowTooManyOverride>`__ is set to 'Allow'
+
+ Too many checkouts
+ |image510|
+
+- Patron has too many things checked out and
+ `AllowTooManyOverride <#AllowTooManyOverride>`__ is set to "Don't
+ allow"
+
+ Too many checkouts
+ |image511|
+
+- Item cannot be renewed
+
+ No more renewals
+ |image512|
+
+ - This can be overridden with the
+ `AllowRenewalLimitOverride <#AllowRenewalLimitOverride>`__ system
+ preference
+
+- Barcode not found
+
+ Barcode not found
+ |image513|
+
+ - Learn more about `fast cataloging <#fastaddcat>`__ later in this
+ manual.
+
+- Item being checked out is marked as 'lost'
+
+ - Depending on the value in your `IssueLostItem <#IssueLostItem>`__
+ preference, you may just see a warning
+
+ Warning that item is lost
+ |image514|
+
+ or a confirmation box
+
+ Confirm checkout of lost item
+ |image515|
+
+- Item being checked out is not recommended for a patron of this age
+
+ Age warning
+ |image516|
+
+- Item being checked out meets the
+ `decreaseLoanHighHolds <#decreaseLoanHighHolds>`__ system preference
+ criteria
+
+ Too many holds
+ |image517|
+
+`Renewing <#circrenew>`__
+-------------------------
+
+Checked out items can be renewed (checked out for another period of
+time) based on your `circulation rules <#circfinerules>`__ and `renewal
+preferences <#RenewalPeriodBase>`__.
+
+If `you allow it <#OpacRenewalAllowed>`__, patrons can renew their own
+items via the OPAC, but sometimes you'll need to help them by renewing
+their items via the staff client.
+
+To renew items checked out to a patron, you can do one of two things.
+
+The first is to visit their details page or checkout page and review
+their checkout summary at the bottom.
+
+Circulation Summary
+|image518|
+
+In the Renew column you will see how many times each item has been
+renewed and a checkbox to renew the item for the patron. Check the boxed
+of the items you would like to renew and click the 'Renew or Return
+checked items' button, or to renew all items checked out to the patron
+simply click the 'Renew all' button.
+
+Renew buttons
+|image519|
+
+Sometimes renewals will be blocked based on your circulation rules, to
+override this block you must have your
+`AllowRenewalLimitOverride <#AllowRenewalLimitOverride>`__ preference
+set to 'Allow'. If you allow renewal limit overrides, you will see a
+checkbox at the bottom left of the circulation summary. Check that box
+and then choose the items you would like to renew.
+
+Override renewal limit
+|image520|
+
+Checking that box will add checkboxes in the renew column above where
+before the item was not renewable.
+
+The second option is to visit the 'Renew' page found under the
+Circulation menu.
+
+Renew
+|image521|
+
+And scan the barcodes of the items you would like to renew.
+
+Barcode to renew
+|image522|
+
+If the item is renewed you will receive a confirmation message.
+
+Item renewed
+|image523|
+
+If the barcode is not found you will be presented with an error.
+
+No barcode found
+|image524|
+
+If the item is not actually checked out you will also receive an error.
+
+Item not checked out
+|image525|
+
+`Check In (Returning) <#checkingin>`__
+--------------------------------------
+
+Checking in items can be performed from various different locations
+
+- The check in box on the top of the main staff client
+
+ Check out box on main Koha Staff Client page
+ |image526|
+
+- The check in option on the quick search bar on the Circulation page
+
+ Check in tab on quick search bar
+ |image527|
+
+- The check in link on the patron's checkout summary (and on the
+ checkout summary page)
+
+ Patron checkout summary includes 'Check In' link
+ |image528|
+
+- The Check in page under the Circulation menu
+
+ Check in link on Circulation Module
+ |image529|
+
+`Checking Items In <#checkitemin>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To check an item in scan the barcode for the item into the box provided.
+A summary of all items checked in will appear below the checkin box
+
+Check In Summary
+|image530|
+
+If you are checking items in that were put in the book drop while the
+library was closed you can check the 'Book drop mode' box before
+scanning items. This will effectively roll back the returned date to the
+last date the library was open.
+
+- This requires that you have your closings added to the `Holidays &
+ Calendar Tool <#calholidays>`__
+
+You can also choose to forgive all overdue charges for items you are
+checking in by checking the 'Forgive overdue charges' box before
+scanning items.
+
+If you have the `SpecifyReturnDate <#SpecifyReturnDate>`__ preference
+set to 'Allow' you will be able to arbitrarily set the return date from
+below the check in box.Specify check in date
+
+`Check In Messages <#checkinmsg>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+There are several messages that can appear when checking items in:
+
+- If you are checking an item in at a library other than the home
+ branch, a message will appear asking you to transfer the book to the
+ home library
+
+ Check in Transfer Message
+ |image531|
+
+ - After this item is checked in the status of the item will be
+ changed in the catalog to 'in transit'
+
+ In Transit Status
+ |image532|
+
+ - To mark an item as back at the home branch, check the item in at
+ the home branch
+
+ Check In Transferred Item
+ |image533|
+
+ - A message will appear tell you that the item is not checked
+ out, but the status will now say available in the catalog. This
+ step is necessary to mark items as received by the home branch.
+
+- If you are checking in an item that should have multiple parts or
+ pieces a message will appear warning you about the number of pieces
+ you should have in your hand
+
+ Materials Specified
+ |image534|
+
+- If you're checking an item in that has a hold on it, you will be
+ prompted to confirm the hold
+
+ Hold Found Check In Message
+ |image535|
+
+ - Clicking the Confirm hold button will mark the item as waiting for
+ pickup from the library
+
+ Hold waiting at the library
+ |image536|
+
+ - Clicking the Print Slip and Confirm button will mark the item as
+ waiting for pickup at the library and present the library with a
+ receipt to print and place on the book with the patron's
+ information
+
+ - Ignoring the hold will leave the item on hold, but leave its
+ status as Available (it will not cancel the hold)
+
+- If you're checking in an item that has a hold on it at another branch
+ you will be prompted to confirm and transfer the item
+
+ Hold found for another branch
+ |image537|
+
+ - Clicking the Confirm hold and Transfer button will mark the item
+ as in transit to the library where the hold was placed
+
+ In transit hold status
+ |image538|
+
+ - Clicking the Print Slip, Transfer and Confirm button will mark the
+ item as in transit to the library where the hold was placed and
+ present the library with a receipt to print and place on the book
+ with the patron's information
+
+ - Ignoring the hold will leave the item on hold, but leave its
+ status as Available (it will not cancel the hold)
+
+- If you have the system showing you fines at the time of checkin
+ (`FineNotifyAtCheckin <#FineNotifyAtCheckin>`__) you will see a
+ message telling you about the fine and providing you a link to the
+ payment page for that patron
+
+ FineNotifyAtCheckin
+ |image539|
+
+`Circulation Messages <#circmessages>`__
+----------------------------------------
+
+Circulation messages are short messages that librarians can leave for
+their patrons or their colleagues that will appear at the time of
+circulation.
+
+`Setting up Messages <#setcircmsg>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Circulation messages are set up as `Authorized
+Values <#authorizedvalues>`__. To add or edit Circulation Messages you
+want to work with the `BOR\_NOTES <#bornotes>`__ value.
+
+BOR\_NOTES Authorized Values
+|image540|
+
+The 'Description' field can hold a canned message that you would like to
+appear on the patron's record.
+
+ **Important**
+
+ The 'Description' field is limited to 80 characters, but the patron
+ message field can hold more than that. Enter 80 characters in the
+ 'Description' field and then type the rest on the patron record.
+
+`Adding a Message <#addcircmsg>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+When on the patron's check out tab you will see a link to 'Add a new
+message' to the right of the check out box and a button at the top to
+'Add message'.
+
+Circulation Message in Staff Client
+|image541|
+
+When you click either of these options you will be asked to choose if
+the message is for the librarians or the patron and the message you
+would like to leave.
+
+Leave a Circulation Message
+|image542|
+
+ **Note**
+
+ A message for the patron will also show to the library staff.
+
+`Viewing Messages <#viewcircmsg>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Circulation messages meant for the staff and/or the patron will appear
+on the patron's checkout screen to the right of the checkout box.
+Messages in bold and red are meant for the library staff only, whereas
+messages in regular italics font are meant for the patron and the
+librarian.
+
+Circulation Message in Staff Client
+|image543|
+
+Circulation messages meant for the patron will also appear when they log
+into the OPAC.
+
+Circulation Message in OPAC
+|image544|
+
+`Holds <#holds>`__
+------------------
+
+Koha allows patrons to put things on hold. A 'Hold' is a way to reserve
+an item. Depending on your `circulation and fine
+rules <#circfinerules>`__ and `hold preference <#circholdspolicy>`__
+settings patrons will be able to place items on hold for pickup at the
+library at a later date/time.
+
+`Placing Holds in Staff Client <#holdsinstaff>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+There are several ways to place holds from the staff client. The most
+obvious is using the 'Place Hold' button at the top of any bibliographic
+record.
+
+Place Hold Button on Bib Record
+|image545|
+
+You can also click the smaller 'Place Hold' link found at the top of
+your catalog search results, or the 'Holds' link found below each
+result.
+
+Hold options on search results
+|image546|
+
+You will be asked to search for a patron by barcode or any part of their
+name to start the hold process.
+
+Find Patron For Hold
+|image547|
+
+If you'd like to search for the patron first and then the bib record for
+the hold, you can open the patron record and click on the 'Search to
+Hold' button at the top of the patron record.
+
+Search to Hold on Patron Record
+|image548|
+
+After clicking the button you will be brought to the catalog search page
+where you can find the book(s) you want to place a hold on. Under each
+title on the results you'll see an option to 'Hold for Patron Name.'
+
+Hold for Patron links on Search Results
+|image549|
+
+If you want to place a hold on multiple items, simply check the boxes to
+the left of them and click the arrow to the right of the 'Place Hold'
+button.
+
+Hold Multiple Items for Patron
+|image550|
+
+Depending on how many items you choose to place a hold on at once you
+will see a different place hold form. If you are placing a hold on one
+bibliographic record you will see a list of all of the items you can
+place a hold on.
+
+Place Hold Form
+|image551|
+
+- Enter any notes that might apply to this hold
+
+- Choose the library where the patron will pick up the item
+
+- If you have the
+ `AllowHoldItemTypeSelection <#AllowHoldItemTypeSelection>`__
+ preference set to 'Allow' and the record had more than one item type
+ attached you will see an option to choose to limit the hold to a
+ specific item typeAllowHoldItemTypeSelection
+
+- If the patron wants the hold to start on a date other than today,
+ enter that in the 'Hold starts on date' field
+
+ - This option will only appear if the
+ `AllowHoldDateInFuture <#AllowHoldDateInFuture>`__ system
+ preference is set to 'Allow'
+
+- If the patron has specified that they don't want the item after a
+ certain date, or if you have limits on hold lengths, you can enter an
+ expiration date for the hold in the 'Hold expires on date'
+
+ - To have expired holds canceled automatically you will need to have
+ the `Expired Holds <#expiredholdscron>`__ cron job set to run on a
+ regular basis.
+
+- Next choose if you want to place a hold on the next available item or
+ a specific item by clicking the radio button next to an individual
+ item.
+
+If you're placing a hold on multiple items you will be presented with
+the next available option for all titles. If no items are available for
+hold it will say so on the confirmation screen.
+
+Place multiple items on hold
+|image552|
+
+Once your hold is placed, if you'd like to have Koha forget that you
+used the 'Search to Hold' function, you can choose to have Koha 'forget'
+the patron's name by clicking the arrow to the right of the 'Place Hold'
+button on the search results and choosing the 'Forget' option.
+
+Forget Search to Hold Option
+|image553|
+
+`Managing Holds <#manageholds>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Holds can be altered and canceled from the Holds tab found on the left
+of the bibliographic record.
+
+Bibliographic Record Tabs
+|image554|
+
+From the list of holds you can change the order of the holds, the pickup
+location, suspend and/or cancel the hold.
+
+Lists of Holds
+|image555|
+
+ **Note**
+
+ If you have your
+ `AutoResumeSuspendedHolds <#AutoResumeSuspendedHolds>`__ preference
+ set to "Don't allow" then you will not have the option to put an end
+ date on the hold suspension
+
+ **Note**
+
+ Depending on how you have your `HidePatronName <#HidePatronName>`__
+ system preference set the list may show card numbers instead of
+ names in the Patron column like in the image above.
+
+To rearrange or delete holds, simply make a selection from the
+'Priority' pull down or click the arrows to the right of the priority
+pull down.
+
+Hold Priority Menu
+|image556|
+
+If you use the priority pull down to rearrange or delete holds you will
+need to click the 'Update hold(s)' button to save your changes.
+
+Clicking the down arrow to the right of the hold will stick the hold at
+the bottom of the list even if more requests are made.
+
+For example, your library has home-bound patrons that are allowed to
+keep books out for months at a time. It would not be fair to other
+patrons if a home-bound patron were able to check out a brand new book
+and keep it for months. For this reason, the home-bound patron's hold
+request would stay at the bottom of the queue until everyone else who
+wanted to read that book has already done so.
+
+Lowest Priority & Delete Options for Holds
+|image557|
+
+If a patron asks to have their hold suspended and you have the
+`SuspendHoldsIntranet <#SuspendHoldsIntranet>`__ system preference set
+to 'allow' you can do so by clicking the Suspend button to far right. If
+the patron gives you a date for the items to become unsuspended you can
+enter that in the date box and click the 'Update hold(s)' button to save
+your changes.
+
+Hold suspension column
+|image558|
+
+To delete or cancel a hold click the red 'X' to the right of the hold
+line. To delete/cancel a bunch of holds you can choose 'del' from pull
+down to the left of each line and then click 'Update hold(s)' at the
+bottom of the list.
+
+Cancel Holds
+|image559|
+
+`Receiving Holds <#receiveholds>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+When items that are on hold are `checked in <#checkingin>`__ or
+`out <#checkingout>`__ the system will remind the circulation librarian
+that the item is on hold and offer them options for managing the hold.
+
+When you check in an item that has a hold on it the system will ask you
+to either confirm and transfer the item
+
+Confirm Hold & Transfer
+|image560|
+
+or just confirm the hold
+
+Confirm Hold
+|image561|
+
+Clicking the Confirm button will mark the item as on hold for the
+patron. If the item needs to be transferred the item will also be marked
+as in transit to the proper branch. Clicking 'Ignore' will retain the
+hold, but allow you to check the item out to another patron. Choosing to
+confirm and print will present you with a printable page that you can
+slip inside the book with the necessary hold and/or transfer
+information.
+
+Once confirmed the hold will show on the patron record and on the
+checkout screen under the 'Hold' tab.
+
+Hold on Patron Record
+|image562|
+
+From here if the patron would like you suspend their holds you can do so
+one by one or in bulk.
+
+The item record will also show that the item is on hold.
+
+Hold on Item Record
+|image563|
+
+In some cases a patron may come in to pick up a hold for their partner
+(or someone else in their household). In this case you want to make sure
+that the hold is cancelled when you check the item out to someone else.
+When trying to check out an item that is already waiting for someone
+else you will be presented with a warning message.
+
+Hold waiting for someone else
+|image564|
+
+From here you can check the item out to the patron at the desk and
+cancel the hold for the patron.
+
+`Transfers <#transfers>`__
+--------------------------
+
+If you work in a multi-branch system you can transfer items from one
+library to another by using the Transfer tool.
+
+- *Get there*: Circulation > Transfer
+
+To transfer an item
+
+- Click 'Transfer' on the Circulation page
+
+ Transfer Tool
+ |image565|
+
+ - Enter the library you would like to transfer the item to
+
+ - Scan or type the barcode on the item you would like to transfer
+
+- Click 'Submit'
+
+ Transfer Summary
+ |image566|
+
+- The item will now say that it is in transit
+
+ Item in Transit
+ |image567|
+
+- When the item arrives at the other branch the librarian must check
+ the item in to acknowledge that it is no longer in transit
+
+- The item will not be permanently moved to the new library
+
+ Item record
+ |image568|
+
+ - The item shows the same 'Home Library' but has updated the
+ 'Current Location' to note where it resides at this time
+
+`Set Library <#setlibrary>`__
+-----------------------------
+
+By default you will enter the staff client as if you are at your home
+library. This library will appear in the top right of the Staff Client.
+
+My Library
+|image569|
+
+This is the library that all circulation transactions will take place
+at. If you are at another library (or on a bookmobile) you will want to
+set your library before you start circulating items. To do this you can
+click 'Set' at the top right or on the Circulation page.
+
+Set Library Form
+|image570|
+
+Once you have saved your changes you new library will appear in the top
+right.
+
+`Fast Add Cataloging <#fastaddcat>`__
+-------------------------------------
+
+Sometimes circulation librarians need to quickly add a record to the
+system for an item they are about to check out. This is called 'Fast
+Add.' To allow circulation librarians access to the Fast Add Cataloging
+tool, simply make sure they have the
+`fast\_cataloging <#fastaddpermissions>`__ permissions. There are two
+ways to add titles via fast add. If you know that you're about to check
+out an item that isn't in you catalog you can go to the Circulation
+module and click 'Fast cataloging.'
+
+Circulation Menu
+|image571|
+
+The cataloging interface will open up with the short cataloging record:
+
+Fast Add Framework
+|image572|
+
+After adding your cataloging data you will be asked to enter item data.
+Enter the items barcode, collection code, etc and save the item before
+checking it out.
+
+The other way to fast catalog is from the checkout screen. When you
+enter a barcode at checkout that Koha can't find, it will prompt you to
+use fast cataloging to add the item to Koha and check it out.
+
+Barcode not found
+|image573|
+
+Clicking 'Fast cataloging' will bring you to the fast cataloging form
+where you can enter the title information
+
+Fast cataloging
+|image574|
+
+After clicking 'Save' you will be brought to the item record where the
+barcode will already be filled in with the barcode you're trying to
+check out.
+
+Fast cataloging item record
+|image575|
+
+After clicking the 'Add item' button the item will automatically be
+checked out the patron you were trying to check the book out to
+originally.
+
+Checked out item
+|image576|
+
+`Circulation Reports <#circreports>`__
+--------------------------------------
+
+Most reports can be found via the Reports module, but some of the more
+common circulation reports are available right from the Circulation
+module.
+
+- *Get there*: Circulation > Circulation reports
+
+`Holds Queue <#holdsqueue>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This report will show you all of the holds at your library.
+
+Sample Holds Queue
+|image577|
+
+To generate this report, you must have the `Build Holds Queue cron
+job <#buildholdscron>`__ running. This cron job is a script that should
+be run periodically if your library system allows borrowers to place
+on-shelf holds. This script decides which library should be responsible
+for fulfilling a given hold request.
+
+It's behavior is controlled by the system preferences
+`StaticHoldsQueueWeight <#holdqueueweight>`__ and
+`RandomizeHoldsQueueWeight <#holdqueueweight>`__.
+
+If you do not want all of your libraries to participate in the on-shelf
+holds fulfillment process, you should list the libraries that \*do\*
+participate in the process here by inputting all the participating
+library's branchcodes, separated by commas ( e.g. "MPL,CPL,SPL,BML" etc.
+).
+
+By default, the holds queue will be generated such that the system will
+first attempt to hold fulfillment using items already at the pickup
+library if possible. If there are no items available at the pickup
+library to fill a hold, build\_holds\_queue.pl will then use the list of
+libraries defined in StaticHoldsQueueWeight. If
+RandomizeHoldsQueueWeight is disabled ( which it is by default ), the
+script will assign fulfillment requests in the order the branches are
+placed in the StaticHoldsQueueWeight system preference.
+
+For example, if your system has three libraries, of varying sizes (
+small, medium and large ) and you want the burden of holds fulfillment
+to be on larger libraries before smaller libraries, you would want
+StaticHoldsQueueWeight to look something like "LRG,MED,SML".
+
+If you want the burden of holds fulfillment to be spread out equally
+throughout your library system, simply enable RandomizeHoldsQueueWeight.
+When this system preference is enabled, the order in which libraries
+will be requested to fulfill an on-shelf hold will be randomized each
+time the list is regenerated.
+
+Leaving StaticHoldsQueueWeight empty is contraindicated at this time.
+Doing so will cause the build\_holds\_queue script to ignore
+RandomizeHoldsQueueWeight, causing the script to request hold
+fulfillment not randomly, but by alphabetical order.
+
+`Holds to pull <#holdspull>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This report will show you all of the items that have holds on them that
+are available at the library for pulling. If the items are available at
+multiple branches then all branches with that item available will see
+the hold to pull until one library triggers the hold.
+
+Holds to Pull
+|image578|
+
+You can limit the results you see by using the Refine box on the left
+side of the page:
+
+Refine Holds to Pull Report
+|image579|
+
+`Holds awaiting pickup <#holdspickup>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This report will show all of the holds that are waiting for patrons to
+pick them up.
+
+Holds Awaiting Pickup
+|image580|
+
+Items that have been on the hold shelf longer than you normally allow
+(based on the `ReservesMaxPickUpDelay <#ReservesMaxPickUpDelay>`__
+preference value) will appear on the 'Holds Over' tab, they will not
+automatically be cancelled unless you have set the `cron
+job <#expiredholdscron>`__ to do that for you, but you can cancel all
+holds using the button at the top of the list.
+
+Items waiting on the hold shelf too long
+|image581|
+
+`Hold ratios <#holdratios>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Hold ratios help with collection development. Using this report you will
+be able to see how many of your patrons have holds on items and whether
+you should buy more. By default it will be set to the library needing 3
+items per hold that has been placed. The report will tell you how many
+additional items need to be purchased to meet this quota.
+
+Hold Ratios
+|image582|
+
+`Transfers to receive <#transferstoreceive>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This report will list all of the items that Koha thinks are in transit
+to your library.
+
+Transfers to Receive
+|image583|
+
+If your transfers are late in arriving at your library you will see a
+message stating how late your items are.
+
+Late transfers include warning messages
+|image584|
+
+ **Important**
+
+ An item is considered late based on the number of days you have
+ entered in the
+ `TransfersMaxDaysWarning <#TransfersMaxDaysWarning>`__ system
+ preference.
+
+`Overdues <#overduesreport>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+ **Important**
+
+ For libraries with a large patron base, this report may take a
+ significant amount of time to run.
+
+ **Note**
+
+ Large libraries can choose to filter the report before it runs by
+ setting the
+ `FilterBeforeOverdueReport <#FilterBeforeOverdueReport>`__ system
+ preference to 'Require'.
+
+This report will list all items that are overdue at your library.
+
+Overdues List
+|image585|
+
+The report can be filtered using the menu options found on the left of
+the report.
+
+ **Note**
+
+ The 'Show any items currently checked out' checkbox basically
+ switches this from a report of overdues to a report of checkouts. It
+ will show all titles checked out regardless of due date.
+
+`Overdues with fines <#overduesfines>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This report will show you any overdues at your library that have accrued
+fines on them.
+
+Overdues with fines
+|image586|
+
+If you would like to limit the report you can use the pull down menu at
+the top to limit to a specific shelving location at your branch. To see
+overdues with fines at other branches you will have to `change your
+branch <#setlibrary>`__ or log in at that branch.
+
+ **Important**
+
+ If you do not charge fines and/or don't have the `fines cron
+ job <#finescronjob>`__ running you will see no data on this report.
+
+`Pending on-site checkouts <#pendingonsite>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you are using the on site checkouts functionality
+(`OnSiteCheckouts <#OnSiteCheckouts>`__) then you'll have a report to
+view all items that are currently checked out on site.Pending onsite
+checkouts
+
+This will list the due date (overdues in red), who has the item, item
+information and what library the item is at.
+
+`Tracking In house Use <#trackinhouse>`__
+-----------------------------------------
+
+Many libraries track the use of items within the library.
+
+ **Note**
+
+ This is different from tracking on site usage. In house use is the
+ use of items in the library by patrons without them having to check
+ them out. On site use is the use of items on site that must first be
+ checked out. To learn more about on site usage please review the
+ `OnSiteCheckouts <#OnSiteCheckouts>`__ preference.
+
+Tracking the use of items in the library without checking them out can
+be done in Koha one of two ways. The first is to create one or more
+`Statistical Patrons <#addstatspatron>`__. When collecting items that
+have been used within the library, you will want to check them out to
+your statistical patron:
+
+Check Out Items to Stats Patron
+|image587|
+
+Instead of marking the item as 'checked out' the system will record that
+the item was used in house:
+
+Local Use Recorded
+|image588|
+
+Repeat these steps for all items that have been used within the library
+to keep accurate statistics for item use.
+
+The other way to record local use of items is to set your
+`RecordLocalUseOnReturn <#RecordLocalUseOnReturn>`__ preference to
+'Record.' Then whenever you check an item in that is not checked out and
+not on hold a local use will be recorded.
+
+Local Use Recorded
+|image589|
+
+ **Note**
+
+ If you have `RecordLocalUseOnReturn <#RecordLocalUseOnReturn>`__ set
+ to 'Record' you can still use your statistical patrons to record
+ local use as well.
+
+`In Processing / Book Cart Locations <#processinglocations>`__
+--------------------------------------------------------------
+
+Koha allows for handling temporary locations like the processing center
+and/or book carts throughout the library. For this feature to work you
+must first make sure you have `authorized values <#authorizedvalues>`__
+set in the `LOC <#shelvelocvals>`__ category for PROC (Processing
+Center) and CART (Book Cart).
+
+CART & PROC values in LOC
+|image590|
+
+Next you need to set the
+`NewItemsDefaultLocation <#NewItemsDefaultLocation>`__ system preference
+to PROC. This will set the new items to the Processing Center as their
+default location.
+
+When creating items you enter in their desired final shelving location
+and Koha will temporarily change that to PROC. If
+`InProcessingToShelvingCart <#InProcessingToShelvingCart>`__ is set to
+"Don't move" then when an item with a location of PROC is checked in it
+will either automatically update the item to use the permanent location.
+If `InProcessingToShelvingCart <#InProcessingToShelvingCart>`__ is set
+to "Move" then when an item is checked in the location is changed from
+PROC to CART.
+
+A `cron job <#proccartcron>`__ is then set to run at specified intervals
+to age items from CART to the permanent shelving location. (For example,
+an hourly cron entry of cart\_to\_shelf.pl --hours 3 where --hours is
+the amount of time an item should spend on the cart before aging to its
+permanent location.)
+
+- **Note**
+
+ If the `ReturnToShelvingCart <#ReturnToShelvingCart>`__ system
+ preference is set to "Move", any newly checked-in item is also
+ automatically put into the shelving cart, to be covered by the
+ same script run.
+
+- **Important**
+
+ Checkins with confirmed holds will not go into the shelving cart.
+ If items on the shelving cart are checked out, the cart location
+ will be cleared.
+
+`Self Checkout <#selfcheckout>`__
+---------------------------------
+
+Koha comes with a very basic self checkout module. To enable this module
+you need to set the `WebBasedSelfCheck <#WebBasedSelfCheck>`__
+preference to 'Enable.' To use this module you have to log in as a
+`staff member <#addstaffpatron>`__ with `circulation
+permissions <#patronpermissions>`__.
+
+ **Note**
+
+ Create a `staff patron <#addstaffpatron>`__ specifically for this
+ action so that you don't leave a real staff client logged into a
+ computer all day
+
+There is no link to the Self Checkout module, but a simple addition to
+the `IntranetUserJS <#intranetuserjs>`__ system preference can add one.
+
+::
+
+ $(document).ready(function(){ $("#login
+ #submit").parent().after("<p><a
+ href=\"http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sco/sco-main.pl\"
+ target=\"_blank\">Self-Checkout</a></p>"); });
+
+ **Important**
+
+ The code above has line breaks added to make it more readable,
+ please be sure to enter the above as one line in when putting it in
+ the system preference.
+
+The link will then appear at the bottom of the log in page:
+
+Self Checkout Link on Staff Login
+|image591|
+
+You can also access this module by going to :
+http://YOUR\_KOHA\_OPAC\_URL/cgi-bin/koha/sco/sco-main.pl
+
+When on the self checkout page depending on your value in the
+`SelfCheckoutByLogin <#SelfCheckoutByLogin>`__ preference you will be
+asked to enter you cardnumber
+
+Self Checkout Patron Card Number
+|image592|
+
+or your username and password:
+
+Shelf checkout by login
+|image593|
+
+Once you're logged in to the self check module you will be asked to scan
+the items you are checking out
+
+Self Checkout
+|image594|
+
+As you scan items they will appear below the barcode box
+
+Self Checkout Summary
+|image595|
+
+When you are finished scanning items it is important to click the
+'Finish' button. This will prompt you to print a receipt and log you out
+of the self check module.
+
+Self Checkout Receipt
+|image596|
+
+When attempting to check items out there are some instances where error
+messages will appear and the patron will be directed to the librarian.
+This will happen even if you are allowing overrides on circulation
+functions. Only a librarian can override a circulation block and so
+patrons must go to the librarian for help in these situations.
+
+Self Checkout Error Message
+|image597|
+
+`Offline Circulation Utilities <#offlinecirc>`__
+------------------------------------------------
+
+Koha allows for you to continue circulation actions while offline by
+using any one of three utilities.
+
+`Offline Circulation in Koha <#kohaofflinecirc>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If the `AllowOfflineCirculation <#AllowOfflineCirculation>`__ preference
+is set to 'Enable' the library staff can continue to perform circulation
+actions within Koha when the system is offline. You will want to visit
+http://your-koha-staff-client-url/cgi-bin/koha/circ/offline.pl at least
+once while online and bookmark that page. That is the page you will go
+to when you are offline.
+
+ **Important**
+
+ The offline interface uses HTML LocalStorage, which depending on the
+ browser and user setting, is limited to 2.5MB or 5MB per domain.
+ This means that larger systems will not be able to synchronize their
+ data and are recommended to use either the
+ `Firefox <#firefoxofflinecirc>`__ or
+ `Windows <#windowsofflinecirc>`__ application for offline
+ circulation.
+
+`Setup <#kohaofflinesetup>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Before the first time the system goes offline go to Circulation and
+choose 'Built-in offline circulation interface'
+
+Built-in offline circulation interface
+|image598|
+
+And synchronize your data on every circulation computer by clicking the
+'Synchronize' link on the right of the screen.
+
+Synchronize data
+|image599|
+
+ **Important**
+
+ The offline interface uses HTML LocalStorage, which depending on the
+ browser and user setting, is limited to 2.5MB or 5MB per domain.
+ This means that larger systems will not be able to synchronize their
+ data and are recommended to use either the
+ `Firefox <#firefoxofflinecirc>`__ or
+ `Windows <#windowsofflinecirc>`__ application for offline
+ circulation.
+
+This will allow you download a local copy of your patrons and
+circulation data. Click the 'Download records' link at the top of the
+page to synchronize your data.
+
+Download records for offline use
+|image600|
+
+Once your data is downloaded you will see the dates your data was last
+synced to the right of each data set.Synced offline dataThis should be
+done regularly in preparation for any unexpected connection losses.
+
+`Circulating <#kohaofflinecirculating>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+When your system goes offline visit the Offline Circulation page
+(http://your-koha-staff-client-url/cgi-bin/koha/circ/offline.pl) in Koha
+and click 'Check out' or 'Check in' to perform offline actions.
+
+Checking out is done by searching for the patron by barcode or name at
+the top of the 'Check out' screen. After selecting a patron you will be
+presented with the synced patron info, including fines and check outs.
+
+Check out offline
+|image601|
+
+Scan the barcode of the item you would like to check out and enter a due
+date. If you don't enter a due date Koha will prompt you for one.
+
+Offline due date
+|image602|
+
+Once the item is checked out it will appear below the patron's info.
+
+Offline checkouts
+|image603|
+
+`Koha Offline Uploading <#kohaofflineupload>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Once the system is back online visit the Synchronize page on the Offline
+Circulation module and click 'Upload transactions'
+
+Upload transactions
+|image604|
+
+After the files are uploaded you can click 'View pending offline
+circulation actions' on the right.
+
+View pending offline circulation actions
+|image605|
+
+After clicking 'View pending offline circulation actions' you will be
+brought to a summary of all of the actions you loaded in to Koha in your
+\*.koc file.
+
+Offline Circulation
+|image606|
+
+- Once all of the logs from all of the circulation computers are loaded
+ you will be able to check them all or select just those you want to
+ process into Koha.
+
+- Click on the Process button and Koha will record every stored
+ transaction one by one. For each transaction, the status will change
+ to:
+
+ - "Success." if the transaction was processed correctly
+
+ - "Borrower not found." if the borrower card number is incorrect
+
+ - "Item not found." if the item barcode is wrong
+
+ - "Item not issued." if you checked in an available item
+
+Once finished you will have a summary of all of your transactions
+
+Offline Circulation Summary
+|image607|
+
+`Firefox Plugin <#firefoxofflinecirc>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+There is an offline circulation tool that you can add to your Firefox
+browser as an addon. To do so, just go to
+https://addons.mozilla.org/en/firefox/addon/koct/ page and click on the
+"install now" button. You may have to confirm the installation, just
+click on "install now" and then restart Firefox to complete the
+installation.
+
+Once you have installed the plugins and restarted Firefox, you will see
+the Koha logo in the download bar at the bottom right of Firefox.
+
+Koha Icon on Add-on Bar
+|image608|
+
+A click on the logo will open the tool in its own window.
+
+Koha Offline Circ Tool
+|image609|
+
+The plugin consists of four tabs:
+
+- The Check Out tab is where you check out items
+
+- The Check In tab is where you check in items
+
+- The Log tab keeps track of every transaction done while in offline
+ mode
+
+ - The log will keep information until you empty it. Each time you
+ open the plugin and it contains data in the log it will warn you
+
+ Koha Offline Circ Warning
+ |image610|
+
+ If you'd like to clear the log, check the 'I want to delete rows'
+ box before hitting the 'OK' button. Otherwise clicking 'OK' will
+ keep the items in the log and let you continue working with the
+ tool.
+
+- The Param tab is to set up the plugin
+
+The first thing you want to do then is to set up the plugin. Go to the
+Param tab to set up the plugin
+
+Koha Offline CIrc Params
+|image611|
+
+Answer the 4 questions presented:
+
+- Server = the URL of the librarian interface
+
+- Branch Code = the code for the branch where you are located
+
+- Username = your staff account login
+
+- Password = your staff account password
+
+ **Important**
+
+ To save the settings, you will have to close the plugin window and
+ re-open it by clicking again on the Koha logo in the add-on bar.
+
+ **Note**
+
+ You can create a staff account dedicated to the offline circulation.
+ So that, no matter who is at the circulation desk, they can all use
+ the same login. Along those lines, you can use a group login that
+ you already have in place for circulation as well.
+
+Once you have everything set up you can start checking items in and out.
+
+Checking out:
+
+Koha Offline Circulation Check Out
+|image612|
+
+- Go to the Check Out tab
+
+- Scan the patron barcode
+
+- Scan the item barcode
+
+- Click 'Save'
+
+Checking in:
+
+Koha Offline Circulation Check In
+|image613|
+
+- Go to the Check In tab
+
+- Scan the item barcode
+
+- Click Save
+
+Each time, you check out or check in an item, a new transaction is
+recorded in the local plugin database and you will see, at the bottom of
+the plugin how many transactions has been made during the offline
+circulation. For example, "10 Row(s) Added" means you did 10
+transactions.
+
+Koha Offline Circulation Tool Count
+|image614|
+
+Then, if you want an overview of every transaction, go to the Log tab.
+This tab will show you the transactions in the plugin database
+
+Koha Offline Circulation Log
+|image615|
+
+ **Note**
+
+ The status will be "Local." as long as you are offline and don't
+ process the transactions into Koha.
+
+When your Internet connection comes back up you will want to get these
+transactions in to Koha. Before processing these transactions you should
+be aware of a few issues.
+
+Because you are not connected to your Koha database when using this
+plugin holds will need additional processing. If an item you check in
+while offline has a hold, the hold is kept on the item. Since, you can't
+confirm holds found during the processing of every check in, the holds
+stay on the item and will need to be managed later. If you only checked
+in a few items you can just keep a record of them all. If you checked in
+a lot of items you can use the Holds Queue once it rebuilds to see what
+holds made it to the shelf erroneously.
+
+Similarly, if an patron card was expired, the offline circulation tool
+won't know about it, so the checkout will be recorded regardless of the
+patron's account being blocked normally.
+
+You have two options for adding this data to Koha
+
+- Commit to Koha
+
+ - If you checked in/out on more than one computer at the same time,
+ what you want is to process every transaction consistently. Let's
+ say for instance that one patron checked a book out on one
+ computer and then checked the same book in on another computer. To
+ be consistent, you need to record the check out first and then the
+ check in. Not the opposite! To do so, you need to group every
+ transaction in one place, sort them all and then, process
+ everything. So, you need to use the "Commit to Koha" option from
+ every plugin/computer you worked with. This way, the log will go
+ to Koha and be accessible from the Offline Circulation page.
+
+ Circulation Menu
+ |image616|
+
+ - *Get there:* Circulation > Pending offline circulation actions
+
+ Offline Circulation
+ |image617|
+
+ - Once all of the logs from all of the circulation computers are
+ loaded you will be able to check them all or select just those you
+ want to process into Koha.
+
+ - Click on the Process button and Koha will record every stored
+ transaction one by one. For each transaction, the status will
+ change to:
+
+ - "Success." if the transaction was processed correctly
+
+ - "Borrower not found." if the borrower card number is incorrect
+
+ - "Item not found." if the item barcode is wrong
+
+ - "Item not issued." if you checked in an available item
+
+ - Once finished you will have a summary of all of your transactions
+
+ Offline Circulation Summary
+ |image618|
+
+- Apply directly
+
+ - If you performed all of the circulation actions on one computer
+ then everything is sorted already so you can choose to "Apply
+ directly"
+
+ - The status column will be updated to let you know if the
+ transactions were applied
+
+ - "Success." if the transaction was processed correctly
+
+ - "Borrower not found." if the borrower card number is incorrect
+
+ - "Item not found." if the item barcode is wrong
+
+ - "Item not issued." if you checked in an available item
+
+ - Once you're finished you can review all of the items right in the
+ Log tab
+
+ Koha Offline Circulation Apply Directly
+ |image619|
+
+Once you are done you can clear the log by clicking Clear. If you don't
+you will be warned the next time you open the Offline Circulation tool.
+
+Koha Offline Circulation Tool Warning
+|image620|
+
+`Offline Circ Tool for Windows <#windowsofflinecirc>`__
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The Offline Circulation Utility can be downloaded at:
+https://github.com/bywatersolutions/koha-offline-circulation/releases
+
+To generate a borrowers.db file for loading in to the Windows tool you
+will need to run the `file generator via a cron
+job <#offlinecirccron>`__.
+
+`Upload Offline Circ File <#uploadofflinecirc>`__
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+The `offline circulation tool for Windows <#windowsofflinecirc>`__ will
+generate a KOC file that you can upload into Koha once your system comes
+back up.
+
+On the Circulation menu click 'Upload offline circulation file (.koc)'
+
+Circulation menu
+|image621|
+
+Browse your computer for the \*.koc file
+
+Upload KOC File
+|image622|
+
+Once the file is uploaded, click the process the file
+
+Process offline circulation file
+|image623|
+
+When this is complete you'll be able to upload another file or tend to
+pending offline circulation actions.
+
+Summary of offline actions
+|image624|
+
+After clicking 'View pending offline circulation actions' you will be
+brought to a summary of all of the actions you loaded in to Koha in your
+\*.koc file.
+
+Offline Circulation
+|image625|
+
+- Once all of the logs from all of the circulation computers are loaded
+ you will be able to check them all or select just those you want to
+ process into Koha.
+
+- Click on the Process button and Koha will record every stored
+ transaction one by one. For each transaction, the status will change
+ to:
+
+ - "Success." if the transaction was processed correctly
+
+ - "Borrower not found." if the borrower card number is incorrect
+
+ - "Item not found." if the item barcode is wrong
+
+ - "Item not issued." if you checked in an available item
+
+Once finished you will have a summary of all of your transactions
+
+Offline Circulation Summary
+|image626|
-Circulation
-===========
-
-Circulation functions can be accessed in several different ways. On the
-main page of the staff client there are some quick links in the center
-of the page to check items out, in or transfer them. For a complete
-listing of Circulation functions you can visit the Circulation page
-which is linked from the top left of every page or from the center of
-the main page.
-
-Before circulating your collection you will want to set your `Global
-System Preferences <#globalsysprefs>`__, `Basic
-Parameters <#basicparams>`__ and `Patrons & Circulation
-Rules <#patscirc>`__.
-
-While in Circulation you can jump between the tabs on the quick search
-box at the top of the screen by using the following hot keys:
-
-- jump to the catalog search with Alt+Q
-
-- jump to the checkout with Alt+U
-
- - this will not work for Mac users
-
-- jump to the checkin with Alt+R
-
- **Note**
-
- Mac users use the OPTION button in place of ALT
-
-`Check Out (Issuing) <#checkingout>`__
---------------------------------------
-
-To begin the checkout process you must enter the patron barcode or part
-of their name. The checkout option appears in three main places:
-
-- Check out option on the top of the main staff client
-
- Check out box on main Koha Staff Client page
- |image482|
-
-- Check out option on the patron record
-
- Check out tab on a patron record
- |image483|
-
-- If you have enabled `batch checkouts <#batchcheckoutprefs>`__ then
- click the batch check out option on the patron recordBatch checkout
-
-- Check out option on the quick search bar on the circulation page
-
- Check out tab on quick search bar
- |image484|
-
-`Checking Items Out <#checkitemout>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To check an item out to a patron, first search for that patron using one
-of the many options listed above. You will then be presented with the
-checkout screen.
-
-Check Out Screen
-|image485|
-
-If you have chosen to 'Always show checkouts immediately' then you will
-see the list of checkouts below the check out box.
-
-Check Out Screen
-|image486|
-
-At the top of the Check Out screen is a box for you to type or scan the
-item's barcode into.
-
-- **Important**
-
- Many modern barcode scanners will send a 'return' to the browser,
- making it so that the 'Check Out' button is automatically clicked
-
-- If the barcode is not found you will be prompted to use fast
- cataloging to add the item. Learn more about `fast
- cataloging <#fastaddcat>`__ later in this manual.
-
-- If you have
- `itemBarcodeFallbackSearch <#itemBarcodeFallbackSearch>`__ set to
- 'Enable' then you can enter a keyword search in this box instead of
- just a barcode (this will make it possible to check out using title
- and/or call number).
-
-To see more checkout options click the 'Checkout settings' link to
-expand the checkout area.Checkout settings
-
-Below the box for the barcode there may be options for you to override
-the default due date for the item.
-
-- This option will only appear if you have set the
- `SpecifyDueDate <#SpecifyDueDate>`__ system preference to allow staff
- to override the due date
-
-Below the box for the barcode you will see a checkbox for 'Automatic
-renewal'. This will allow this item to automatically renew if the
-`appropriate cron job <#autorenewcron>`__ is running and there are no
-holds on the item.
-
-Next is an option to no decrease the loan length based on holds. This
-overrides the `decreaseLoanHighHolds <#decreaseLoanHighHolds>`__
-preference.
-
-If you're allowing the `checkout of items on site <#OnSiteCheckouts>`__
-to patrons (these are usually items that are not for loan that you would
-like to check for in library use) then you will see the 'On-site
-checkout' checkbox after clicking the 'Checkout settings' link to expand
-your circulation options.On-site checkout
-
-At the bottom of the page there is a summary of the patron's current
-checked out items along with the due date (and time if the item is an
-hourly loan), items checked out today will appear at the top.
-
- **Note**
-
- Items that are hourly loan items will include the time with the due
- date.
-
-Patron's checkout summary
-|image487|
-
-If you checked out an item for on site use you will see that highlighted
-in red in the checkout summary.
-
-Patron's on-site checkout
-|image488|
-
-If you have set your `ExportWithCsvProfile <#ExportWithCsvProfile>`__
-preference, you will also see the option to export the patron's current
-checkout information using a CSV Profile or ISO2709 (MARC21) format.
-
-Export patron's checkout information
-|image489|
-
-Also at the bottom of the page is the list of items the patron has on
-hold
-
-Holds summary on check out screen
-|image490|
-
-From the holds list you can suspend or resume patrons holds using the
-options at the bottom of the list if you have the
-`SuspendHoldsIntranet <#SuspendHoldsIntranet>`__ preference set to
-'allow.'
-
- **Note**
-
- If you have your
- `AutoResumeSuspendedHolds <#AutoResumeSuspendedHolds>`__ preference
- set to "Don't allow" then you will not have the option to put an end
- date on the hold suspension
-
-If there are notes on the patron record these will appear to the right
-of the checkout box
-
-Patron notes on check out screen
-|image491|
-
-If the patron has a hold waiting at the library that too will appear to
-the right of the check out box making it easy for the circulation
-librarian to see that there is another item to give the patron
-
-Hold waiting message on check out screen
-|image492|
-
-The details of the checkouts will appear on the bib detail page in the
-staff client as well.
-
-Circulation information on holdings tab
-|image493|
-
-`Printing Receipts <#printcircreceipt>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Once you have checked out all of the items for the patron you can print
-them a receipt by choosing one of two methods.
-
-If you have the `CircAutoPrintQuickSlip <#CircAutoPrintQuickSlip>`__
-preference set to 'open a print quick slip window' you can simply hit
-enter on your keyboard or scan a blank piece of paper with your barcode
-scanner. The idea being that you're "checking out" a blank barcode which
-triggers Koha to print the 'Quick slip.'
-
-You can also click the Print button at the top of the screen and choose
-'Print slip' or 'Print quick slip'.
-
-Print receipt to slip printer
-|image494|
-
-If you choose 'Print slip' it will print all of the items the patron has
-checked out, including those they checked out at an earlier date.
-Choosing 'Print quick slip' will print only the items that were checked
-out today.
-
-'Print summary' will generate a full page summary for the patron's
-circulation information and 'Print overdues' will print out a slip that
-lists all items that are overdue.
-
-What prints on the slips can be customized by altering the slip
-templates under the `Notices & Slips <#notices>`__ tool.
-
-`Clear Patron Information <#clearpatroninfo>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-When you're done checking an item out if you have the
-`DisplayClearScreenButton <#DisplayClearScreenButton>`__ preference set
-to 'Show' you can clear the current patron by clicking the X in the top
-right of the patron's info to remove the current patron from the screen
-and start over.
-
-Clear Screen Button
-|image495|
-
-If you have the `CircAutoPrintQuickSlip <#CircAutoPrintQuickSlip>`__
-preference set to 'clear the screen' then you simply need to hit enter
-or scan a blank barcode and the screen will be cleared of the current
-patron.
-
-`Batch Checkouts <#batchcheckout>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If you would like to perform a batch check out you can do so by turning
-on the `BatchCheckouts <#BatchCheckouts>`__ system preference and
-assigning the proper patron categories via the
-`BatchCheckoutsValidCategories <#BatchCheckoutsValidCategories>`__
-preference. This will allow you to use an RFID pad that reads multiple
-barcodes or perform a batch check out for training internal use.Batch
-checkouts
-
-From this screen you can scan several barcodes or load a file of
-barcodes. If those items cannot be checked out they will provide a
-warning on the following screen
-
-Batch checkout warnings
-|image496|
-
-If you are using a statistical patron type then you'll see that local
-use was recorded for each item you scanned.
-
-Batch local use
-|image497|
-
-`Check Out Messages <#checkoutmsg>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If you check out an item that has multiple pieces and you have cataloged
-that information in subfield 3 of the item record (in MARC21) a message
-will pop up when you check out that item telling you how many pieces
-should be there.
-
-Materials in the checked out item
-|image498|
-
-There are times when Koha will prevent the librarian from being able to
-check out items to a patron. When this happens a warning will appear
-notifying the librarian of why the patron cannot check items out.
-
-- Patron owes too much in fines
-
- Patron owes too much in fines
- |image499|
-
- - You can set the amount at which patron checkouts are blocked with
- the `noissuescharge <#noissuescharge>`__ system preference
-
-- Patron has a restriction on their account
-
- Patron account restricted
- |image500|
-
- - This can be set by the librarian editing a patron record and
- adding a `restriction <#patronflags>`__ or by the `Overdue/Notice
- Status Triggers <#noticetriggers>`__
-
- - If the staff member has the right permission they can override the
- restriction temporarily
-
- Patron account restricted
- |image501|
-
-- Patron needs to confirm their address
-
- Patron's address warning
- |image502|
-
- - This can be set by the librarian editing a patron record and
- adding a `flag <#patronflags>`__
-
-- Patrons has lost their library card
-
- Lost patron card warning
- |image503|
-
- - This can be set by the librarian editing a patron record and
- adding a `flag <#patronflags>`__
-
-`Check Out Warnings <#checkoutwarn>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Sometimes checkouts will trigger warning messages that will appear in a
-yellow box above the check out field. These warnings need to be
-acknowledged before you will be able to continue checking items out.
-
-- Patron has outstanding fines
-
- Patron has a debt
- |image504|
-
-- Item on hold for someone else
-
- Item is on hold for someone else
- |image505|
-
-- Item should be on the hold shelf waiting for someone else
-
- Item is on hold shelf waiting for someone else
- |image506|
-
-- Item already checked out to this patron
-
- Item is currently checked out to this patron
- |image507|
-
-- Item checked out to another patron
-
- Item checked out to another patron
- |image508|
-
- - This warning will allow you to place a hold on the item for the
- patron you're trying to check it out to.
-
-- Item not for loan
-
- Item is not normally for loan
- |image509|
-
-- Patron has too many things checked out and
- `AllowTooManyOverride <#AllowTooManyOverride>`__ is set to 'Allow'
-
- Too many checkouts
- |image510|
-
-- Patron has too many things checked out and
- `AllowTooManyOverride <#AllowTooManyOverride>`__ is set to "Don't
- allow"
-
- Too many checkouts
- |image511|
-
-- Item cannot be renewed
-
- No more renewals
- |image512|
-
- - This can be overridden with the
- `AllowRenewalLimitOverride <#AllowRenewalLimitOverride>`__ system
- preference
-
-- Barcode not found
-
- Barcode not found
- |image513|
-
- - Learn more about `fast cataloging <#fastaddcat>`__ later in this
- manual.
-
-- Item being checked out is marked as 'lost'
-
- - Depending on the value in your `IssueLostItem <#IssueLostItem>`__
- preference, you may just see a warning
-
- Warning that item is lost
- |image514|
-
- or a confirmation box
-
- Confirm checkout of lost item
- |image515|
-
-- Item being checked out is not recommended for a patron of this age
-
- Age warning
- |image516|
-
-- Item being checked out meets the
- `decreaseLoanHighHolds <#decreaseLoanHighHolds>`__ system preference
- criteria
-
- Too many holds
- |image517|
-
-`Renewing <#circrenew>`__
--------------------------
-
-Checked out items can be renewed (checked out for another period of
-time) based on your `circulation rules <#circfinerules>`__ and `renewal
-preferences <#RenewalPeriodBase>`__.
-
-If `you allow it <#OpacRenewalAllowed>`__, patrons can renew their own
-items via the OPAC, but sometimes you'll need to help them by renewing
-their items via the staff client.
-
-To renew items checked out to a patron, you can do one of two things.
-
-The first is to visit their details page or checkout page and review
-their checkout summary at the bottom.
-
-Circulation Summary
-|image518|
-
-In the Renew column you will see how many times each item has been
-renewed and a checkbox to renew the item for the patron. Check the boxed
-of the items you would like to renew and click the 'Renew or Return
-checked items' button, or to renew all items checked out to the patron
-simply click the 'Renew all' button.
-
-Renew buttons
-|image519|
-
-Sometimes renewals will be blocked based on your circulation rules, to
-override this block you must have your
-`AllowRenewalLimitOverride <#AllowRenewalLimitOverride>`__ preference
-set to 'Allow'. If you allow renewal limit overrides, you will see a
-checkbox at the bottom left of the circulation summary. Check that box
-and then choose the items you would like to renew.
-
-Override renewal limit
-|image520|
-
-Checking that box will add checkboxes in the renew column above where
-before the item was not renewable.
-
-The second option is to visit the 'Renew' page found under the
-Circulation menu.
-
-Renew
-|image521|
-
-And scan the barcodes of the items you would like to renew.
-
-Barcode to renew
-|image522|
-
-If the item is renewed you will receive a confirmation message.
-
-Item renewed
-|image523|
-
-If the barcode is not found you will be presented with an error.
-
-No barcode found
-|image524|
-
-If the item is not actually checked out you will also receive an error.
-
-Item not checked out
-|image525|
-
-`Check In (Returning) <#checkingin>`__
---------------------------------------
-
-Checking in items can be performed from various different locations
-
-- The check in box on the top of the main staff client
-
- Check out box on main Koha Staff Client page
- |image526|
-
-- The check in option on the quick search bar on the Circulation page
-
- Check in tab on quick search bar
- |image527|
-
-- The check in link on the patron's checkout summary (and on the
- checkout summary page)
-
- Patron checkout summary includes 'Check In' link
- |image528|
-
-- The Check in page under the Circulation menu
-
- Check in link on Circulation Module
- |image529|
-
-`Checking Items In <#checkitemin>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To check an item in scan the barcode for the item into the box provided.
-A summary of all items checked in will appear below the checkin box
-
-Check In Summary
-|image530|
-
-If you are checking items in that were put in the book drop while the
-library was closed you can check the 'Book drop mode' box before
-scanning items. This will effectively roll back the returned date to the
-last date the library was open.
-
-- This requires that you have your closings added to the `Holidays &
- Calendar Tool <#calholidays>`__
-
-You can also choose to forgive all overdue charges for items you are
-checking in by checking the 'Forgive overdue charges' box before
-scanning items.
-
-If you have the `SpecifyReturnDate <#SpecifyReturnDate>`__ preference
-set to 'Allow' you will be able to arbitrarily set the return date from
-below the check in box.Specify check in date
-
-`Check In Messages <#checkinmsg>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-There are several messages that can appear when checking items in:
-
-- If you are checking an item in at a library other than the home
- branch, a message will appear asking you to transfer the book to the
- home library
-
- Check in Transfer Message
- |image531|
-
- - After this item is checked in the status of the item will be
- changed in the catalog to 'in transit'
-
- In Transit Status
- |image532|
-
- - To mark an item as back at the home branch, check the item in at
- the home branch
-
- Check In Transferred Item
- |image533|
-
- - A message will appear tell you that the item is not checked
- out, but the status will now say available in the catalog. This
- step is necessary to mark items as received by the home branch.
-
-- If you are checking in an item that should have multiple parts or
- pieces a message will appear warning you about the number of pieces
- you should have in your hand
-
- Materials Specified
- |image534|
-
-- If you're checking an item in that has a hold on it, you will be
- prompted to confirm the hold
-
- Hold Found Check In Message
- |image535|
-
- - Clicking the Confirm hold button will mark the item as waiting for
- pickup from the library
-
- Hold waiting at the library
- |image536|
-
- - Clicking the Print Slip and Confirm button will mark the item as
- waiting for pickup at the library and present the library with a
- receipt to print and place on the book with the patron's
- information
-
- - Ignoring the hold will leave the item on hold, but leave its
- status as Available (it will not cancel the hold)
-
-- If you're checking in an item that has a hold on it at another branch
- you will be prompted to confirm and transfer the item
-
- Hold found for another branch
- |image537|
-
- - Clicking the Confirm hold and Transfer button will mark the item
- as in transit to the library where the hold was placed
-
- In transit hold status
- |image538|
-
- - Clicking the Print Slip, Transfer and Confirm button will mark the
- item as in transit to the library where the hold was placed and
- present the library with a receipt to print and place on the book
- with the patron's information
-
- - Ignoring the hold will leave the item on hold, but leave its
- status as Available (it will not cancel the hold)
-
-- If you have the system showing you fines at the time of checkin
- (`FineNotifyAtCheckin <#FineNotifyAtCheckin>`__) you will see a
- message telling you about the fine and providing you a link to the
- payment page for that patron
-
- FineNotifyAtCheckin
- |image539|
-
-`Circulation Messages <#circmessages>`__
-----------------------------------------
-
-Circulation messages are short messages that librarians can leave for
-their patrons or their colleagues that will appear at the time of
-circulation.
-
-`Setting up Messages <#setcircmsg>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Circulation messages are set up as `Authorized
-Values <#authorizedvalues>`__. To add or edit Circulation Messages you
-want to work with the `BOR\_NOTES <#bornotes>`__ value.
-
-BOR\_NOTES Authorized Values
-|image540|
-
-The 'Description' field can hold a canned message that you would like to
-appear on the patron's record.
-
- **Important**
-
- The 'Description' field is limited to 80 characters, but the patron
- message field can hold more than that. Enter 80 characters in the
- 'Description' field and then type the rest on the patron record.
-
-`Adding a Message <#addcircmsg>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-When on the patron's check out tab you will see a link to 'Add a new
-message' to the right of the check out box and a button at the top to
-'Add message'.
-
-Circulation Message in Staff Client
-|image541|
-
-When you click either of these options you will be asked to choose if
-the message is for the librarians or the patron and the message you
-would like to leave.
-
-Leave a Circulation Message
-|image542|
-
- **Note**
-
- A message for the patron will also show to the library staff.
-
-`Viewing Messages <#viewcircmsg>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Circulation messages meant for the staff and/or the patron will appear
-on the patron's checkout screen to the right of the checkout box.
-Messages in bold and red are meant for the library staff only, whereas
-messages in regular italics font are meant for the patron and the
-librarian.
-
-Circulation Message in Staff Client
-|image543|
-
-Circulation messages meant for the patron will also appear when they log
-into the OPAC.
-
-Circulation Message in OPAC
-|image544|
-
-`Holds <#holds>`__
-------------------
-
-Koha allows patrons to put things on hold. A 'Hold' is a way to reserve
-an item. Depending on your `circulation and fine
-rules <#circfinerules>`__ and `hold preference <#circholdspolicy>`__
-settings patrons will be able to place items on hold for pickup at the
-library at a later date/time.
-
-`Placing Holds in Staff Client <#holdsinstaff>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-There are several ways to place holds from the staff client. The most
-obvious is using the 'Place Hold' button at the top of any bibliographic
-record.
-
-Place Hold Button on Bib Record
-|image545|
-
-You can also click the smaller 'Place Hold' link found at the top of
-your catalog search results, or the 'Holds' link found below each
-result.
-
-Hold options on search results
-|image546|
-
-You will be asked to search for a patron by barcode or any part of their
-name to start the hold process.
-
-Find Patron For Hold
-|image547|
-
-If you'd like to search for the patron first and then the bib record for
-the hold, you can open the patron record and click on the 'Search to
-Hold' button at the top of the patron record.
-
-Search to Hold on Patron Record
-|image548|
-
-After clicking the button you will be brought to the catalog search page
-where you can find the book(s) you want to place a hold on. Under each
-title on the results you'll see an option to 'Hold for Patron Name.'
-
-Hold for Patron links on Search Results
-|image549|
-
-If you want to place a hold on multiple items, simply check the boxes to
-the left of them and click the arrow to the right of the 'Place Hold'
-button.
-
-Hold Multiple Items for Patron
-|image550|
-
-Depending on how many items you choose to place a hold on at once you
-will see a different place hold form. If you are placing a hold on one
-bibliographic record you will see a list of all of the items you can
-place a hold on.
-
-Place Hold Form
-|image551|
-
-- Enter any notes that might apply to this hold
-
-- Choose the library where the patron will pick up the item
-
-- If you have the
- `AllowHoldItemTypeSelection <#AllowHoldItemTypeSelection>`__
- preference set to 'Allow' and the record had more than one item type
- attached you will see an option to choose to limit the hold to a
- specific item typeAllowHoldItemTypeSelection
-
-- If the patron wants the hold to start on a date other than today,
- enter that in the 'Hold starts on date' field
-
- - This option will only appear if the
- `AllowHoldDateInFuture <#AllowHoldDateInFuture>`__ system
- preference is set to 'Allow'
-
-- If the patron has specified that they don't want the item after a
- certain date, or if you have limits on hold lengths, you can enter an
- expiration date for the hold in the 'Hold expires on date'
-
- - To have expired holds canceled automatically you will need to have
- the `Expired Holds <#expiredholdscron>`__ cron job set to run on a
- regular basis.
-
-- Next choose if you want to place a hold on the next available item or
- a specific item by clicking the radio button next to an individual
- item.
-
-If you're placing a hold on multiple items you will be presented with
-the next available option for all titles. If no items are available for
-hold it will say so on the confirmation screen.
-
-Place multiple items on hold
-|image552|
-
-Once your hold is placed, if you'd like to have Koha forget that you
-used the 'Search to Hold' function, you can choose to have Koha 'forget'
-the patron's name by clicking the arrow to the right of the 'Place Hold'
-button on the search results and choosing the 'Forget' option.
-
-Forget Search to Hold Option
-|image553|
-
-`Managing Holds <#manageholds>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Holds can be altered and canceled from the Holds tab found on the left
-of the bibliographic record.
-
-Bibliographic Record Tabs
-|image554|
-
-From the list of holds you can change the order of the holds, the pickup
-location, suspend and/or cancel the hold.
-
-Lists of Holds
-|image555|
-
- **Note**
-
- If you have your
- `AutoResumeSuspendedHolds <#AutoResumeSuspendedHolds>`__ preference
- set to "Don't allow" then you will not have the option to put an end
- date on the hold suspension
-
- **Note**
-
- Depending on how you have your `HidePatronName <#HidePatronName>`__
- system preference set the list may show card numbers instead of
- names in the Patron column like in the image above.
-
-To rearrange or delete holds, simply make a selection from the
-'Priority' pull down or click the arrows to the right of the priority
-pull down.
-
-Hold Priority Menu
-|image556|
-
-If you use the priority pull down to rearrange or delete holds you will
-need to click the 'Update hold(s)' button to save your changes.
-
-Clicking the down arrow to the right of the hold will stick the hold at
-the bottom of the list even if more requests are made.
-
-For example, your library has home-bound patrons that are allowed to
-keep books out for months at a time. It would not be fair to other
-patrons if a home-bound patron were able to check out a brand new book
-and keep it for months. For this reason, the home-bound patron's hold
-request would stay at the bottom of the queue until everyone else who
-wanted to read that book has already done so.
-
-Lowest Priority & Delete Options for Holds
-|image557|
-
-If a patron asks to have their hold suspended and you have the
-`SuspendHoldsIntranet <#SuspendHoldsIntranet>`__ system preference set
-to 'allow' you can do so by clicking the Suspend button to far right. If
-the patron gives you a date for the items to become unsuspended you can
-enter that in the date box and click the 'Update hold(s)' button to save
-your changes.
-
-Hold suspension column
-|image558|
-
-To delete or cancel a hold click the red 'X' to the right of the hold
-line. To delete/cancel a bunch of holds you can choose 'del' from pull
-down to the left of each line and then click 'Update hold(s)' at the
-bottom of the list.
-
-Cancel Holds
-|image559|
-
-`Receiving Holds <#receiveholds>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-When items that are on hold are `checked in <#checkingin>`__ or
-`out <#checkingout>`__ the system will remind the circulation librarian
-that the item is on hold and offer them options for managing the hold.
-
-When you check in an item that has a hold on it the system will ask you
-to either confirm and transfer the item
-
-Confirm Hold & Transfer
-|image560|
-
-or just confirm the hold
-
-Confirm Hold
-|image561|
-
-Clicking the Confirm button will mark the item as on hold for the
-patron. If the item needs to be transferred the item will also be marked
-as in transit to the proper branch. Clicking 'Ignore' will retain the
-hold, but allow you to check the item out to another patron. Choosing to
-confirm and print will present you with a printable page that you can
-slip inside the book with the necessary hold and/or transfer
-information.
-
-Once confirmed the hold will show on the patron record and on the
-checkout screen under the 'Hold' tab.
-
-Hold on Patron Record
-|image562|
-
-From here if the patron would like you suspend their holds you can do so
-one by one or in bulk.
-
-The item record will also show that the item is on hold.
-
-Hold on Item Record
-|image563|
-
-In some cases a patron may come in to pick up a hold for their partner
-(or someone else in their household). In this case you want to make sure
-that the hold is cancelled when you check the item out to someone else.
-When trying to check out an item that is already waiting for someone
-else you will be presented with a warning message.
-
-Hold waiting for someone else
-|image564|
-
-From here you can check the item out to the patron at the desk and
-cancel the hold for the patron.
-
-`Transfers <#transfers>`__
---------------------------
-
-If you work in a multi-branch system you can transfer items from one
-library to another by using the Transfer tool.
-
-- *Get there*: Circulation > Transfer
-
-To transfer an item
-
-- Click 'Transfer' on the Circulation page
-
- Transfer Tool
- |image565|
-
- - Enter the library you would like to transfer the item to
-
- - Scan or type the barcode on the item you would like to transfer
-
-- Click 'Submit'
-
- Transfer Summary
- |image566|
-
-- The item will now say that it is in transit
-
- Item in Transit
- |image567|
-
-- When the item arrives at the other branch the librarian must check
- the item in to acknowledge that it is no longer in transit
-
-- The item will not be permanently moved to the new library
-
- Item record
- |image568|
-
- - The item shows the same 'Home Library' but has updated the
- 'Current Location' to note where it resides at this time
-
-`Set Library <#setlibrary>`__
------------------------------
-
-By default you will enter the staff client as if you are at your home
-library. This library will appear in the top right of the Staff Client.
-
-My Library
-|image569|
-
-This is the library that all circulation transactions will take place
-at. If you are at another library (or on a bookmobile) you will want to
-set your library before you start circulating items. To do this you can
-click 'Set' at the top right or on the Circulation page.
-
-Set Library Form
-|image570|
-
-Once you have saved your changes you new library will appear in the top
-right.
-
-`Fast Add Cataloging <#fastaddcat>`__
--------------------------------------
-
-Sometimes circulation librarians need to quickly add a record to the
-system for an item they are about to check out. This is called 'Fast
-Add.' To allow circulation librarians access to the Fast Add Cataloging
-tool, simply make sure they have the
-`fast\_cataloging <#fastaddpermissions>`__ permissions. There are two
-ways to add titles via fast add. If you know that you're about to check
-out an item that isn't in you catalog you can go to the Circulation
-module and click 'Fast cataloging.'
-
-Circulation Menu
-|image571|
-
-The cataloging interface will open up with the short cataloging record:
-
-Fast Add Framework
-|image572|
-
-After adding your cataloging data you will be asked to enter item data.
-Enter the items barcode, collection code, etc and save the item before
-checking it out.
-
-The other way to fast catalog is from the checkout screen. When you
-enter a barcode at checkout that Koha can't find, it will prompt you to
-use fast cataloging to add the item to Koha and check it out.
-
-Barcode not found
-|image573|
-
-Clicking 'Fast cataloging' will bring you to the fast cataloging form
-where you can enter the title information
-
-Fast cataloging
-|image574|
-
-After clicking 'Save' you will be brought to the item record where the
-barcode will already be filled in with the barcode you're trying to
-check out.
-
-Fast cataloging item record
-|image575|
-
-After clicking the 'Add item' button the item will automatically be
-checked out the patron you were trying to check the book out to
-originally.
-
-Checked out item
-|image576|
-
-`Circulation Reports <#circreports>`__
---------------------------------------
-
-Most reports can be found via the Reports module, but some of the more
-common circulation reports are available right from the Circulation
-module.
-
-- *Get there*: Circulation > Circulation reports
-
-`Holds Queue <#holdsqueue>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-This report will show you all of the holds at your library.
-
-Sample Holds Queue
-|image577|
-
-To generate this report, you must have the `Build Holds Queue cron
-job <#buildholdscron>`__ running. This cron job is a script that should
-be run periodically if your library system allows borrowers to place
-on-shelf holds. This script decides which library should be responsible
-for fulfilling a given hold request.
-
-It's behavior is controlled by the system preferences
-`StaticHoldsQueueWeight <#holdqueueweight>`__ and
-`RandomizeHoldsQueueWeight <#holdqueueweight>`__.
-
-If you do not want all of your libraries to participate in the on-shelf
-holds fulfillment process, you should list the libraries that \*do\*
-participate in the process here by inputting all the participating
-library's branchcodes, separated by commas ( e.g. "MPL,CPL,SPL,BML" etc.
-).
-
-By default, the holds queue will be generated such that the system will
-first attempt to hold fulfillment using items already at the pickup
-library if possible. If there are no items available at the pickup
-library to fill a hold, build\_holds\_queue.pl will then use the list of
-libraries defined in StaticHoldsQueueWeight. If
-RandomizeHoldsQueueWeight is disabled ( which it is by default ), the
-script will assign fulfillment requests in the order the branches are
-placed in the StaticHoldsQueueWeight system preference.
-
-For example, if your system has three libraries, of varying sizes (
-small, medium and large ) and you want the burden of holds fulfillment
-to be on larger libraries before smaller libraries, you would want
-StaticHoldsQueueWeight to look something like "LRG,MED,SML".
-
-If you want the burden of holds fulfillment to be spread out equally
-throughout your library system, simply enable RandomizeHoldsQueueWeight.
-When this system preference is enabled, the order in which libraries
-will be requested to fulfill an on-shelf hold will be randomized each
-time the list is regenerated.
-
-Leaving StaticHoldsQueueWeight empty is contraindicated at this time.
-Doing so will cause the build\_holds\_queue script to ignore
-RandomizeHoldsQueueWeight, causing the script to request hold
-fulfillment not randomly, but by alphabetical order.
-
-`Holds to pull <#holdspull>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-This report will show you all of the items that have holds on them that
-are available at the library for pulling. If the items are available at
-multiple branches then all branches with that item available will see
-the hold to pull until one library triggers the hold.
-
-Holds to Pull
-|image578|
-
-You can limit the results you see by using the Refine box on the left
-side of the page:
-
-Refine Holds to Pull Report
-|image579|
-
-`Holds awaiting pickup <#holdspickup>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-This report will show all of the holds that are waiting for patrons to
-pick them up.
-
-Holds Awaiting Pickup
-|image580|
-
-Items that have been on the hold shelf longer than you normally allow
-(based on the `ReservesMaxPickUpDelay <#ReservesMaxPickUpDelay>`__
-preference value) will appear on the 'Holds Over' tab, they will not
-automatically be cancelled unless you have set the `cron
-job <#expiredholdscron>`__ to do that for you, but you can cancel all
-holds using the button at the top of the list.
-
-Items waiting on the hold shelf too long
-|image581|
-
-`Hold ratios <#holdratios>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Hold ratios help with collection development. Using this report you will
-be able to see how many of your patrons have holds on items and whether
-you should buy more. By default it will be set to the library needing 3
-items per hold that has been placed. The report will tell you how many
-additional items need to be purchased to meet this quota.
-
-Hold Ratios
-|image582|
-
-`Transfers to receive <#transferstoreceive>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-This report will list all of the items that Koha thinks are in transit
-to your library.
-
-Transfers to Receive
-|image583|
-
-If your transfers are late in arriving at your library you will see a
-message stating how late your items are.
-
-Late transfers include warning messages
-|image584|
-
- **Important**
-
- An item is considered late based on the number of days you have
- entered in the
- `TransfersMaxDaysWarning <#TransfersMaxDaysWarning>`__ system
- preference.
-
-`Overdues <#overduesreport>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
- **Important**
-
- For libraries with a large patron base, this report may take a
- significant amount of time to run.
-
- **Note**
-
- Large libraries can choose to filter the report before it runs by
- setting the
- `FilterBeforeOverdueReport <#FilterBeforeOverdueReport>`__ system
- preference to 'Require'.
-
-This report will list all items that are overdue at your library.
-
-Overdues List
-|image585|
-
-The report can be filtered using the menu options found on the left of
-the report.
-
- **Note**
-
- The 'Show any items currently checked out' checkbox basically
- switches this from a report of overdues to a report of checkouts. It
- will show all titles checked out regardless of due date.
-
-`Overdues with fines <#overduesfines>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-This report will show you any overdues at your library that have accrued
-fines on them.
-
-Overdues with fines
-|image586|
-
-If you would like to limit the report you can use the pull down menu at
-the top to limit to a specific shelving location at your branch. To see
-overdues with fines at other branches you will have to `change your
-branch <#setlibrary>`__ or log in at that branch.
-
- **Important**
-
- If you do not charge fines and/or don't have the `fines cron
- job <#finescronjob>`__ running you will see no data on this report.
-
-`Pending on-site checkouts <#pendingonsite>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If you are using the on site checkouts functionality
-(`OnSiteCheckouts <#OnSiteCheckouts>`__) then you'll have a report to
-view all items that are currently checked out on site.Pending onsite
-checkouts
-
-This will list the due date (overdues in red), who has the item, item
-information and what library the item is at.
-
-`Tracking In house Use <#trackinhouse>`__
------------------------------------------
-
-Many libraries track the use of items within the library.
-
- **Note**
-
- This is different from tracking on site usage. In house use is the
- use of items in the library by patrons without them having to check
- them out. On site use is the use of items on site that must first be
- checked out. To learn more about on site usage please review the
- `OnSiteCheckouts <#OnSiteCheckouts>`__ preference.
-
-Tracking the use of items in the library without checking them out can
-be done in Koha one of two ways. The first is to create one or more
-`Statistical Patrons <#addstatspatron>`__. When collecting items that
-have been used within the library, you will want to check them out to
-your statistical patron:
-
-Check Out Items to Stats Patron
-|image587|
-
-Instead of marking the item as 'checked out' the system will record that
-the item was used in house:
-
-Local Use Recorded
-|image588|
-
-Repeat these steps for all items that have been used within the library
-to keep accurate statistics for item use.
-
-The other way to record local use of items is to set your
-`RecordLocalUseOnReturn <#RecordLocalUseOnReturn>`__ preference to
-'Record.' Then whenever you check an item in that is not checked out and
-not on hold a local use will be recorded.
-
-Local Use Recorded
-|image589|
-
- **Note**
-
- If you have `RecordLocalUseOnReturn <#RecordLocalUseOnReturn>`__ set
- to 'Record' you can still use your statistical patrons to record
- local use as well.
-
-`In Processing / Book Cart Locations <#processinglocations>`__
---------------------------------------------------------------
-
-Koha allows for handling temporary locations like the processing center
-and/or book carts throughout the library. For this feature to work you
-must first make sure you have `authorized values <#authorizedvalues>`__
-set in the `LOC <#shelvelocvals>`__ category for PROC (Processing
-Center) and CART (Book Cart).
-
-CART & PROC values in LOC
-|image590|
-
-Next you need to set the
-`NewItemsDefaultLocation <#NewItemsDefaultLocation>`__ system preference
-to PROC. This will set the new items to the Processing Center as their
-default location.
-
-When creating items you enter in their desired final shelving location
-and Koha will temporarily change that to PROC. If
-`InProcessingToShelvingCart <#InProcessingToShelvingCart>`__ is set to
-"Don't move" then when an item with a location of PROC is checked in it
-will either automatically update the item to use the permanent location.
-If `InProcessingToShelvingCart <#InProcessingToShelvingCart>`__ is set
-to "Move" then when an item is checked in the location is changed from
-PROC to CART.
-
-A `cron job <#proccartcron>`__ is then set to run at specified intervals
-to age items from CART to the permanent shelving location. (For example,
-an hourly cron entry of cart\_to\_shelf.pl --hours 3 where --hours is
-the amount of time an item should spend on the cart before aging to its
-permanent location.)
-
-- **Note**
-
- If the `ReturnToShelvingCart <#ReturnToShelvingCart>`__ system
- preference is set to "Move", any newly checked-in item is also
- automatically put into the shelving cart, to be covered by the
- same script run.
-
-- **Important**
-
- Checkins with confirmed holds will not go into the shelving cart.
- If items on the shelving cart are checked out, the cart location
- will be cleared.
-
-`Self Checkout <#selfcheckout>`__
----------------------------------
-
-Koha comes with a very basic self checkout module. To enable this module
-you need to set the `WebBasedSelfCheck <#WebBasedSelfCheck>`__
-preference to 'Enable.' To use this module you have to log in as a
-`staff member <#addstaffpatron>`__ with `circulation
-permissions <#patronpermissions>`__.
-
- **Note**
-
- Create a `staff patron <#addstaffpatron>`__ specifically for this
- action so that you don't leave a real staff client logged into a
- computer all day
-
-There is no link to the Self Checkout module, but a simple addition to
-the `IntranetUserJS <#intranetuserjs>`__ system preference can add one.
-
-::
-
- $(document).ready(function(){ $("#login
- #submit").parent().after("<p><a
- href=\"http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sco/sco-main.pl\"
- target=\"_blank\">Self-Checkout</a></p>"); });
-
- **Important**
-
- The code above has line breaks added to make it more readable,
- please be sure to enter the above as one line in when putting it in
- the system preference.
-
-The link will then appear at the bottom of the log in page:
-
-Self Checkout Link on Staff Login
-|image591|
-
-You can also access this module by going to :
-http://YOUR\_KOHA\_OPAC\_URL/cgi-bin/koha/sco/sco-main.pl
-
-When on the self checkout page depending on your value in the
-`SelfCheckoutByLogin <#SelfCheckoutByLogin>`__ preference you will be
-asked to enter you cardnumber
-
-Self Checkout Patron Card Number
-|image592|
-
-or your username and password:
-
-Shelf checkout by login
-|image593|
-
-Once you're logged in to the self check module you will be asked to scan
-the items you are checking out
-
-Self Checkout
-|image594|
-
-As you scan items they will appear below the barcode box
-
-Self Checkout Summary
-|image595|
-
-When you are finished scanning items it is important to click the
-'Finish' button. This will prompt you to print a receipt and log you out
-of the self check module.
-
-Self Checkout Receipt
-|image596|
-
-When attempting to check items out there are some instances where error
-messages will appear and the patron will be directed to the librarian.
-This will happen even if you are allowing overrides on circulation
-functions. Only a librarian can override a circulation block and so
-patrons must go to the librarian for help in these situations.
-
-Self Checkout Error Message
-|image597|
-
-`Offline Circulation Utilities <#offlinecirc>`__
-------------------------------------------------
-
-Koha allows for you to continue circulation actions while offline by
-using any one of three utilities.
-
-`Offline Circulation in Koha <#kohaofflinecirc>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If the `AllowOfflineCirculation <#AllowOfflineCirculation>`__ preference
-is set to 'Enable' the library staff can continue to perform circulation
-actions within Koha when the system is offline. You will want to visit
-http://your-koha-staff-client-url/cgi-bin/koha/circ/offline.pl at least
-once while online and bookmark that page. That is the page you will go
-to when you are offline.
-
- **Important**
-
- The offline interface uses HTML LocalStorage, which depending on the
- browser and user setting, is limited to 2.5MB or 5MB per domain.
- This means that larger systems will not be able to synchronize their
- data and are recommended to use either the
- `Firefox <#firefoxofflinecirc>`__ or
- `Windows <#windowsofflinecirc>`__ application for offline
- circulation.
-
-`Setup <#kohaofflinesetup>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Before the first time the system goes offline go to Circulation and
-choose 'Built-in offline circulation interface'
-
-Built-in offline circulation interface
-|image598|
-
-And synchronize your data on every circulation computer by clicking the
-'Synchronize' link on the right of the screen.
-
-Synchronize data
-|image599|
-
- **Important**
-
- The offline interface uses HTML LocalStorage, which depending on the
- browser and user setting, is limited to 2.5MB or 5MB per domain.
- This means that larger systems will not be able to synchronize their
- data and are recommended to use either the
- `Firefox <#firefoxofflinecirc>`__ or
- `Windows <#windowsofflinecirc>`__ application for offline
- circulation.
-
-This will allow you download a local copy of your patrons and
-circulation data. Click the 'Download records' link at the top of the
-page to synchronize your data.
-
-Download records for offline use
-|image600|
-
-Once your data is downloaded you will see the dates your data was last
-synced to the right of each data set.Synced offline dataThis should be
-done regularly in preparation for any unexpected connection losses.
-
-`Circulating <#kohaofflinecirculating>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-When your system goes offline visit the Offline Circulation page
-(http://your-koha-staff-client-url/cgi-bin/koha/circ/offline.pl) in Koha
-and click 'Check out' or 'Check in' to perform offline actions.
-
-Checking out is done by searching for the patron by barcode or name at
-the top of the 'Check out' screen. After selecting a patron you will be
-presented with the synced patron info, including fines and check outs.
-
-Check out offline
-|image601|
-
-Scan the barcode of the item you would like to check out and enter a due
-date. If you don't enter a due date Koha will prompt you for one.
-
-Offline due date
-|image602|
-
-Once the item is checked out it will appear below the patron's info.
-
-Offline checkouts
-|image603|
-
-`Koha Offline Uploading <#kohaofflineupload>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Once the system is back online visit the Synchronize page on the Offline
-Circulation module and click 'Upload transactions'
-
-Upload transactions
-|image604|
-
-After the files are uploaded you can click 'View pending offline
-circulation actions' on the right.
-
-View pending offline circulation actions
-|image605|
-
-After clicking 'View pending offline circulation actions' you will be
-brought to a summary of all of the actions you loaded in to Koha in your
-\*.koc file.
-
-Offline Circulation
-|image606|
-
-- Once all of the logs from all of the circulation computers are loaded
- you will be able to check them all or select just those you want to
- process into Koha.
-
-- Click on the Process button and Koha will record every stored
- transaction one by one. For each transaction, the status will change
- to:
-
- - "Success." if the transaction was processed correctly
-
- - "Borrower not found." if the borrower card number is incorrect
-
- - "Item not found." if the item barcode is wrong
-
- - "Item not issued." if you checked in an available item
-
-Once finished you will have a summary of all of your transactions
-
-Offline Circulation Summary
-|image607|
-
-`Firefox Plugin <#firefoxofflinecirc>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-There is an offline circulation tool that you can add to your Firefox
-browser as an addon. To do so, just go to
-https://addons.mozilla.org/en/firefox/addon/koct/ page and click on the
-"install now" button. You may have to confirm the installation, just
-click on "install now" and then restart Firefox to complete the
-installation.
-
-Once you have installed the plugins and restarted Firefox, you will see
-the Koha logo in the download bar at the bottom right of Firefox.
-
-Koha Icon on Add-on Bar
-|image608|
-
-A click on the logo will open the tool in its own window.
-
-Koha Offline Circ Tool
-|image609|
-
-The plugin consists of four tabs:
-
-- The Check Out tab is where you check out items
-
-- The Check In tab is where you check in items
-
-- The Log tab keeps track of every transaction done while in offline
- mode
-
- - The log will keep information until you empty it. Each time you
- open the plugin and it contains data in the log it will warn you
-
- Koha Offline Circ Warning
- |image610|
-
- If you'd like to clear the log, check the 'I want to delete rows'
- box before hitting the 'OK' button. Otherwise clicking 'OK' will
- keep the items in the log and let you continue working with the
- tool.
-
-- The Param tab is to set up the plugin
-
-The first thing you want to do then is to set up the plugin. Go to the
-Param tab to set up the plugin
-
-Koha Offline CIrc Params
-|image611|
-
-Answer the 4 questions presented:
-
-- Server = the URL of the librarian interface
-
-- Branch Code = the code for the branch where you are located
-
-- Username = your staff account login
-
-- Password = your staff account password
-
- **Important**
-
- To save the settings, you will have to close the plugin window and
- re-open it by clicking again on the Koha logo in the add-on bar.
-
- **Note**
-
- You can create a staff account dedicated to the offline circulation.
- So that, no matter who is at the circulation desk, they can all use
- the same login. Along those lines, you can use a group login that
- you already have in place for circulation as well.
-
-Once you have everything set up you can start checking items in and out.
-
-Checking out:
-
-Koha Offline Circulation Check Out
-|image612|
-
-- Go to the Check Out tab
-
-- Scan the patron barcode
-
-- Scan the item barcode
-
-- Click 'Save'
-
-Checking in:
-
-Koha Offline Circulation Check In
-|image613|
-
-- Go to the Check In tab
-
-- Scan the item barcode
-
-- Click Save
-
-Each time, you check out or check in an item, a new transaction is
-recorded in the local plugin database and you will see, at the bottom of
-the plugin how many transactions has been made during the offline
-circulation. For example, "10 Row(s) Added" means you did 10
-transactions.
-
-Koha Offline Circulation Tool Count
-|image614|
-
-Then, if you want an overview of every transaction, go to the Log tab.
-This tab will show you the transactions in the plugin database
-
-Koha Offline Circulation Log
-|image615|
-
- **Note**
-
- The status will be "Local." as long as you are offline and don't
- process the transactions into Koha.
-
-When your Internet connection comes back up you will want to get these
-transactions in to Koha. Before processing these transactions you should
-be aware of a few issues.
-
-Because you are not connected to your Koha database when using this
-plugin holds will need additional processing. If an item you check in
-while offline has a hold, the hold is kept on the item. Since, you can't
-confirm holds found during the processing of every check in, the holds
-stay on the item and will need to be managed later. If you only checked
-in a few items you can just keep a record of them all. If you checked in
-a lot of items you can use the Holds Queue once it rebuilds to see what
-holds made it to the shelf erroneously.
-
-Similarly, if an patron card was expired, the offline circulation tool
-won't know about it, so the checkout will be recorded regardless of the
-patron's account being blocked normally.
-
-You have two options for adding this data to Koha
-
-- Commit to Koha
-
- - If you checked in/out on more than one computer at the same time,
- what you want is to process every transaction consistently. Let's
- say for instance that one patron checked a book out on one
- computer and then checked the same book in on another computer. To
- be consistent, you need to record the check out first and then the
- check in. Not the opposite! To do so, you need to group every
- transaction in one place, sort them all and then, process
- everything. So, you need to use the "Commit to Koha" option from
- every plugin/computer you worked with. This way, the log will go
- to Koha and be accessible from the Offline Circulation page.
-
- Circulation Menu
- |image616|
-
- - *Get there:* Circulation > Pending offline circulation actions
-
- Offline Circulation
- |image617|
-
- - Once all of the logs from all of the circulation computers are
- loaded you will be able to check them all or select just those you
- want to process into Koha.
-
- - Click on the Process button and Koha will record every stored
- transaction one by one. For each transaction, the status will
- change to:
-
- - "Success." if the transaction was processed correctly
-
- - "Borrower not found." if the borrower card number is incorrect
-
- - "Item not found." if the item barcode is wrong
-
- - "Item not issued." if you checked in an available item
-
- - Once finished you will have a summary of all of your transactions
-
- Offline Circulation Summary
- |image618|
-
-- Apply directly
-
- - If you performed all of the circulation actions on one computer
- then everything is sorted already so you can choose to "Apply
- directly"
-
- - The status column will be updated to let you know if the
- transactions were applied
-
- - "Success." if the transaction was processed correctly
-
- - "Borrower not found." if the borrower card number is incorrect
-
- - "Item not found." if the item barcode is wrong
-
- - "Item not issued." if you checked in an available item
-
- - Once you're finished you can review all of the items right in the
- Log tab
-
- Koha Offline Circulation Apply Directly
- |image619|
-
-Once you are done you can clear the log by clicking Clear. If you don't
-you will be warned the next time you open the Offline Circulation tool.
-
-Koha Offline Circulation Tool Warning
-|image620|
-
-`Offline Circ Tool for Windows <#windowsofflinecirc>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The Offline Circulation Utility can be downloaded at:
-https://github.com/bywatersolutions/koha-offline-circulation/releases
-
-To generate a borrowers.db file for loading in to the Windows tool you
-will need to run the `file generator via a cron
-job <#offlinecirccron>`__.
-
-`Upload Offline Circ File <#uploadofflinecirc>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-The `offline circulation tool for Windows <#windowsofflinecirc>`__ will
-generate a KOC file that you can upload into Koha once your system comes
-back up.
-
-On the Circulation menu click 'Upload offline circulation file (.koc)'
-
-Circulation menu
-|image621|
-
-Browse your computer for the \*.koc file
-
-Upload KOC File
-|image622|
-
-Once the file is uploaded, click the process the file
-
-Process offline circulation file
-|image623|
-
-When this is complete you'll be able to upload another file or tend to
-pending offline circulation actions.
-
-Summary of offline actions
-|image624|
-
-After clicking 'View pending offline circulation actions' you will be
-brought to a summary of all of the actions you loaded in to Koha in your
-\*.koc file.
-
-Offline Circulation
-|image625|
-
-- Once all of the logs from all of the circulation computers are loaded
- you will be able to check them all or select just those you want to
- process into Koha.
-
-- Click on the Process button and Koha will record every stored
- transaction one by one. For each transaction, the status will change
- to:
-
- - "Success." if the transaction was processed correctly
-
- - "Borrower not found." if the borrower card number is incorrect
-
- - "Item not found." if the item barcode is wrong
-
- - "Item not issued." if you checked in an available item
-
-Once finished you will have a summary of all of your transactions
-
-Offline Circulation Summary
-|image626|
-
-Cataloging
-==========
-
-Before you start cataloging in Koha you're going to want to do some
-basic setup. Refer to the `Implementation Checklist <#implementation>`__
-for a full list of these things. Most importantly you're going to want
-to make sure that your `Frameworks <#marcbibframeworks>`__ are all
-defined the way you want. Once in the cataloging module you will not be
-able to add or remove fields and subfields so your frameworks must be
-ready before you start cataloging.
-
-You can also use OCLC Connexion to send records directly in to Koha. For
-more information on that please review the `OCLC Connexion Setup
-appendix <#oclcappendix>`__.
-
-- *Get there:* More > Cataloging
-
-`Bibliographic Records <#catbibs>`__
-------------------------------------
-
-In Koha the bibliographic record contains the main information related
-to the material. This includes things like the title, author, ISBN, etc.
-This information is stored in Koha in Marc (different flavors of Marc
-are supported in Koha). Once this information is saved, `items or
-holdings <#catitems>`__ can be attached.
-
-`Adding Records <#addbibrec>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Records can be added to Koha via original or copy cataloging. You can
-also choose to use the basic or advanced cataloging interface for all of
-your work.
-
-If you would like to catalog a record using a blank template in the
-basic editor
-
-- Click 'New Record'
-
- New Record Menu
- |image627|
-
- - Choose the framework you would like to base your record off of
-
-If you would like to catalog a record using a blank template in the
-advanced editor
-
-- Enable the
- `EnableAdvancedCatalogingEditor <#EnableAdvancedCatalogingEditor>`__
- preference
-
-- Click the 'Advanced editor' buttonAdvanced editor button
-
-If you want to catalog a record based on an existing record at another
-library in the editor you last used (basic or advanced)
-
-- Click 'New from Z39.50/SRU'
-
- Z39.50 Search
- |image628|
-
- - Search for the item you would like to catalog
-
- - **Note**
-
- If no results are found, try searching for fewer fields,
- not all Z39.50 targets can search all of the fields above.
-
- - Search targets can be altered by using the `Z39.50
- Admin <#z3950admin>`__ area.
-
- - From the results you can view the MARC or Card view for the
- records or choose to Import them into Koha
-
- Z39.50 Search Results
- |image629|
-
- - In addition to the Import link to the right of each title, you
- can click on the title you're interested in and a menu will pop
- up with links to preview the record and import it
-
- Import Link Popup on Z39.50 Search Results
- |image630|
-
- - If you don't find the title you need in your Z39.50 search
- results you can click the 'Try Another Search' button at the
- bottom left of your results
-
- Try another search
- |image631|
-
-`Basic Editor Cataloging <#basicatalog>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-In the basic editor once you've opened a blank framework or imported a
-record via Z39.50 you will be presented with the form to continue
-cataloging
-
-Add MARC Record
-|image632|
-
-- If you would rather not see the MARC tag numbers you can change the
- value in your `hide\_marc <#hide_marc>`__ system preference or each
- user can check the box next to 'Show tags' found under 'Settings'.
-
-- To expand a collapsed tag click on the tag description
-
-- To get help from the Library of Congress on a Marc tag click the
- question mark (?) to the right of each field number
-
- - If you feel that this clutters the screen you can hide the
- question marks by unchecking the box next to the 'Show MARC tag
- documentation links' note found under 'Settings'
-
-- Sometimes fields may not be editable due to the value in your
- `BiblioAddsAuthorities <#BiblioAddsAuthorities>`__ system preference.
- If you have this preference set to not allow catalogers to type in
- fields controlled by authorities you may see a lock symbol to the
- left of the field.
-
- Authority fields locked against editing
- |image633|
-
- - If this icon appears you must click the icon to the right of the
- field to search for an existing authority.
-
- Search for authority
- |image634|
-
- - From the results list click 'Choose authority' to bring that into
- your catalog record
-
- Authority search results
- |image635|
-
-- To duplicate a field click on the 'repeat this tag' icon to the right
- of the tag
-
- Duplicate a Field
- |image636|
-
- - To move subfields in to the right order, click the up arrow to the
- left of the field
-
- - To duplicate a subfield click on the clone icon (to remove a
- copied field, click the delete clone icon) to the right of the
- field
-
- Clone Subfield
- |image637|
-
- - To remove a subfield (if there is more than one of the same type),
- click the - (minus sign) to the right of the field
-
-- To use a plugin click on the icon to the right of the filed
-
- Leader Builder Plugin
- |image638|
-
- - Some fixed fields have editors that will change based on the
- material type you're cataloging (for example the 006 and the 008
- fields)
-
- 008 Plugin
- |image639|
-
-- Once you've finished, click the 'Save' button at the top and choose
- whether you want to save and view the bib record you have created or
- continue on to add/edit items attached to the record
-
- Record save options
- |image640|
-
- - Choosing 'Save and view record' will bring you right to the record
- you just cataloged
-
- - Choosing 'Save and edit items' will bring you to the add/edit item
- form after saving the bib record so that you can attach holdings
-
- - Choosing 'Save and continute editing' will allow you to save your
- work so far and keep you in the editor to continue working
-
-- If you are about to add a duplicate record to the system you will be
- warned before saving
-
- Duplicate Record Warning
- |image641|
-
-`Advanced Editor Cataloging <#advancededitor>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-In order to use the Advanced cataloging editor you need to enable the
-`EnableAdvancedCatalogingEditor <#EnableAdvancedCatalogingEditor>`__
-preference.
-
- **Important**
-
- This feature is currently experimental, and may have bugs that cause
- corruption of records. It also does not include any support for
- UNIMARC or NORMARC fixed fields. Please help us test it and report
- any bugs, but do so at your own risk.
-
-In the advanced editor once you've opened a blank framework or imported
-a record via Z39.50 you will be presented with the form to continue
-catalogingAdvanced cataloging editor
-
-Using the search box on the left you can perform Z39.50 searches
-
-Advanced Z39.50 results
-|image642|
-
-And from those Z39.50 results you can view the marc record by clicking
-the link to the right
-
-Advanced Z39.50 results
-|image643|
-
-Clicking 'Import' will bring the record in to the editor where you can
-perform your edits
-
-Advanced Cataloging
-|image644|
-
- **Note**
-
- When adding a new field in the Advanced Editor, you need to key
- underscores for a blank indicator, and surround the indicators with
- spaces.
-
- **Note**
-
- You need to key a space before the first subfield delimiter, but not
- before or after other subfield delimiters in the field.
-
-At the bottom of the editor you will see help from the Library of
-Congress for the field you are on. In cases where your MARC is invalid
-you will see red highlighting. To edit the record using only keyboard
-functions the Keyboard shortcuts button will inform you of the necessary
-commands
-
-Advanced Z39.50 results
-|image645|
-
-`Advanced Cataloging Keyboard Shortcuts <#advancedkeyshortcuts>`__
-''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
-
-The following keyboard shortcuts can be used in the advanced cataloging
-module to save time and clicking.
-
-+----------------+--------------------------------+
-| Shortcut | Behavior |
-+================+================================+
-| Ctrl-D | Insert delimiter (‡) |
-+----------------+--------------------------------+
-| Ctrl-H | Get help on current subfield |
-+----------------+--------------------------------+
-| Ctrl-S | Save record |
-+----------------+--------------------------------+
-| Ctrl-X | Delete current field |
-+----------------+--------------------------------+
-| Ctrl-Shift-X | Delete current subfield |
-+----------------+--------------------------------+
-| Enter | New field on next line |
-+----------------+--------------------------------+
-| Shift-Enter | Insert line break |
-+----------------+--------------------------------+
-| Tab | Move to next position |
-+----------------+--------------------------------+
-| Shift-Tab | Move to previous position |
-+----------------+--------------------------------+
-
-`Macros in Advanced Cataloging <#macroscataloging>`__
-'''''''''''''''''''''''''''''''''''''''''''''''''''''
-
-To record a new macro:
-
-- Select the "> Macros..." button
-
-- A window will pop up. In this window, select "New macro...," key the
- new macro's name in the pop-up box and select OK.
-
-- Now click to the right of the little number 1, and key the first line
- of your macro. For a multi-line, i.e., multi-field macro, hit the
- return key so that a little number 2 appears, and key the second
- line/field, etc.
-
-- Your macros will be automatically saved. When finished you can select
- the "x" to close the window, or select a macro to run on the record
- that you're editing, or select another macro to run.
-
-To edit an existing macro:
-
-- Select the "> Macros..." button
-
-- A window will pop up. In this window, select the macro that you wish
- to edit & make your changes.
-
-- Your work will automatically be saved, and when finished you can
- select the "x" to close the window, or select a macro to run on the
- record that you're editing, or select another macro to run.
-
-The basic syntax of the macro language:
-
-- new 500=‡aEdited with Rancor
-
- - Creates a new 500 with a ‡a subfield and sets it to "Edited with
- Rancor".
-
-- 245c= by J.K. Rowling.
-
- - Sets the first ‡c subfield of the first 245 tag in the record to "
- by J.K. Rowling", creating it if necessary.
-
-- 082a={084a}
-
- - Sets the ‡a subfield of the first 082 tag (creating the subfield
- if necessary) to the contents of the first 084‡a.
-
-- indicators=\_1
-
- - Sets the indicators of the last mentioned tag (in this case, 082)
- to "\_" and "1".
-
-- new 090a=Z674.75.W67
-
- - Creates a new ‡a subfield on the first 090 (but only if that field
- already exists) and sets it to Z674.75.W67.
-
-- new 090a at end=Z674.75.W67
-
- - Same as above.
-
-- new 245b after a= a tale of might and magic /
-
- - Creates a new ‡b after the first a subfield and sets it to " a
- tale of might and magic /".
-
-- delete 245b
-
- - Deletes the first ‡b subfield on the first 245 to ‡b
-
-`Adding Analytic Records <#cataloganalytics>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Libraries sometimes make journal articles and articles within monographs
-and serials accessible to library patrons through analytics cataloging.
-Analytics cataloging creates separate bibliographic records for these
-articles, chapters, sections, etc. found within a larger resource such
-as a book, an article within a journal, newspaper or serial. In
-analytics cataloging, although a separate bib record is created for the
-title, it is not physically separated from the host item. Learn more
-about Analytics in Chapter 13 of AACR2.
-
-If you would like to catalog analytic records there are two options. One
-is to use the `Easy Analytics <#catalogeasyanalytics>`__ funtion; the
-other is the `Analytics Enhanced Workflow <#catalogenhanceanalytics>`__.
-
-`Easy Analytics <#catalogeasyanalytics>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-The Easy Analytics feature makes linking analytic records together
-easier. The first thing you need to do is set the
-`EasyAnalyticalRecords <#EasyAnalyticalRecords>`__ preference to
-'Display' and the `UseControlNumber <#UseControlNumber>`__ preference to
-'Don't use.'
-
-After cataloging your analytic record (see `Adding
-Records <#addbibrec>`__ for more on creating records) click 'Edit' from
-the normal view and choose to 'Link to Host Item'
-
-Link to Host Item
-|image646|
-
-This will prompt you to enter the barcode for the item this record
-should be linked to.
-
-Barcode for Analytic Linking
-|image647|
-
-After entering the item's barcode and clicking 'Select' you will receive
-a confirmation message.
-
-Analytic Link Success
-|image648|
-
-The record will now have the 773 field filled in properly to complete
-the link.
-
-773
-|image649|
-
-To view all of the items tied to the host record, do a search for the
-record, click the Analytics tab on the left and the analytics tied to
-each barcode will be shown under the "Used in" column.
-
-Analytics Tab
-|image650|
-
- **Note**
-
- It is also possible to create analytic records from this screen by
- clicking on "Create Analytics"
-
-You can also see the analytics attached to this record by clicking the
-'Show Analytic' link towards the top of the record in the normal view.
-
-Show Analytics on Bib Record
-|image651|
-
-When looking at the anaytic record you will also see a link to the host
-item under the 'Host records' column in the holdings table when viewing
-the 'Analtyics' tab.
-
-Host Record
-|image652|
-
-`Analytics Enhanced Workflow <#catalogenhanceanalytics>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To use the Enhanced Workflow method of adding analytics, the first thing
-you need to do is set the
-`EasyAnalyticalRecords <#EasyAnalyticalRecords>`__ preference to 'Don't
-display' and the `UseControlNumber <#UseControlNumber>`__ preference to
-'Use.'
-
-After cataloging your original record (see `Adding
-Records <#addbibrec>`__ for more on creating records) click 'New' from
-the normal view and choose to 'New child record.'
-
-New child record
-|image653|
-
-This will open a new blank record for cataloging. The blank record will
-only have the 773 field filled in properly to complete the link once the
-record is saved.
-
-773
-|image654|
-
-To view all of the items tied to the host record, do a search for the
-record, click the Analytics tab on the left and the analytics tied to
-each barcode will be shown under the "Used in" column.
-
-Analytics Tab
-|image655|
-
-You can also see the analytics attached to this record by clicking the
-'Show Analytic' link towards the top of the record in the normal view.
-
-Show Analytics on Bib Record
-|image656|
-
-When looking at the anaytic record you will also see a link to the host
-item under the 'Host records' column in the holdings table when viewing
-the 'Analtyics' tab.
-
-Host Record
-|image657|
-
-`Editing Analytics <#analyticediting>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If you have linked an analytic record incorrectly you can remove that
-link by editing the item on the analytic record (not the host record).
-To do this, go to the analytic record and click the 'Edit' button and
-choose to 'Edit items'. To the left of each item you will see two
-options.
-
-Edit Analytic Item Record
-|image658|
-
-- Clicking 'Edit in Host' will allow you to edit the item on the host
- record.
-
-- Clicking 'Delink' will remove the 773 field and the link between the
- analytic and the host.
-
-`Editing Records <#editbibrec>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To edit a record you can click 'Edit Biblio' from the search results on
-the cataloging page
-
-Edit Biblio Option on Search Results
-|image659|
-
-or by clicking the Edit button on the Bibliographic Record and choosing
-'Edit Record'
-
-Edit Record Option on Bibliographic Record
-|image660|
-
-The record will open in the MARC editor
-
-Editing MARC Record
-|image661|
-
-The alternative is to search via Z39.50 to overlay your record with a
-fuller record found at another library. You can do this by choosing
-'Replace Record via Z39.50' from the Edit menu.
-
-Replace via Z39.50
-|image662|
-
-Once you choose that you will be brought to a Z39.50 search window to
-search other libraries for the record in question.
-
-Once you have made your edits (via either method) you can click 'Save'
-at the top left of the editor.
-
-You can also use the edit menu to add your own custom cover image if you
-have either `OPACLocalCoverImages <#OPACLocalCoverImages>`__ and/or
-`LocalCoverImages <#LocalCoverImages>`__ set to 'Display' by choosing
-'Upload Image' from the menu.
-
-Upload Image
-|image663|
-
-Choosing to 'Upload Image' will take you to the `Upload Local Cover
-Image Tool <#uploadlocalimages>`__.
-
-`Duplicating Records <#dupbibrec>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Sometimes a copy of the record you need to catalog can't be found via
-Z39.50. In these cases you can create a duplicate of similar record and
-edit the necessary pieces to create a new record. To duplicate an
-existing record click 'Edit as New (Duplicate)' from the Edit menu on
-the Bibliographic Record
-
-Edit as New (Duplicate) Bibliographic Record
-|image664|
-
-This will open a new MARC record with the fields filled in with the
-values from the original Bibliographic Record.
-
-New Duplicate Record
-|image665|
-
-`Attaching files to Records <#uploadbibfile>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If you would like to upload files to Koha you can do so with a few
-settings.
-
-- You will need to ask your system administrator to set the
- 'upload\_path' config variable to point to where the files will be
- stored
-
- - You can see if your upload path is set correctly by visiting About
- Koha > System Information. If there is an error you will see it
- there.Upload Path Warning
-
-- You will want to be sure that your `OPACBaseURL <#OPACBaseURL>`__
- system preference is set appropriately
-
-- You will want to add the upload.pl plugin to the 856$u subfield in
- one (or multiple) of your `frameworks <#editsubfields>`__
-
-Once you are all set up you can continue with cataloging as regular. You
-will see a plugin icon next to the 856$u that will open up the upload
-and/or search windowUpload file to record
-
-From this menu you can click browse to find a file and attach it, or you
-can search files you have uploaded previously using the search box. From
-the search results you can choose which file to attach.Uploaded files
-
-Once the file is chosen it will appear as a link in the MARC record and
-on the detail display.
-
-`Merging Records <#mergebibs>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To merge bibliographic records together you will want to go to the
-Cataloging module and perform a search.
-
-If you see duplicates on that search results screen you can check the
-boxes next to the duplicates and click the 'Merge selected' button at
-the top of the results.
-
-Once you have selected the records you want to merge, click the 'Merge
-selected' button at the top of the list. You will be asked which of the
-records you would like to keep as your primary record and which will be
-deleted after the merge. If the records were created using different
-frameworks, Koha will also ask you what Framework you would like the
-newly merged record to use.
-
-Choose Primary Record for Merge
-|image666|
-
-You will be presented with the MARC for all of the records (each
-accessible by tabs labeled with the bib numbers for those records). By
-default the entire first record will be selected, uncheck the fields you
-don't want in the final (destination) record and then move on to the
-second tab to choose which fields should be in the final (destination)
-record.
-
-Merging Records
-|image667|
-
-Should you try to add a field that is not repeatable two times (like
-choosing the 245 field from both record #1 and #2) you will be presented
-with an error
-
-Non-repeatable Error
-|image668|
-
-Below the records you are merging is an option to enter fields to report
-on. This will allow you to control what fields you see on the merge
-confirmation page:
-
-Merge report fields
-|image669|
-
-If you enter nothing you will be presented with a confirmation of
-biblionumbers only
-
-Merge report
-|image670|
-
-If you enter fields you will see those on the confirmation page (you can
-set defaults with the `MergeReportFields <#MergeReportFields>`__
-preference)
-
-Merge report
-|image671|
-
-Once you have completed your selections click the 'merge' button. The
-primary record will now CONTAIN the data you chose for it as well as all
-of the items/holdings from both bib records, and the second record will
-be deleted.
-
- **Important**
-
- It is important to rebuild your zebra index immediately after
- merging records. If a search is performed for a record which has
- been deleted Koha will present the patrons with an error in the
- OPAC.
-
- **Note**
-
- If you would like you can also use the `Lists <#lists>`__ tool for
- merging records together. `Learn more here <#mergebibrecs>`__.
-
-`Deleting Records <#deleterecord>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To delete a bibliographic record simply choose the 'Edit' button and
-select 'Delete record'
-
-Delete record
-|image672|
-
-Bibliographic records can only be deleted one all items have been
-deleted. If you try to delete a bibliographic record with items still
-attached you will see that the delete option is grayed out.
-
-Record with items still attached
-|image673|
-
-`Item Records <#catitems>`__
-----------------------------
-
-In Koha each bibliographic record can have one or more items attached.
-These items are sometimes referred to as holdings. Each item includes
-information to the physical copy the library has.
-
-`Adding Items <#addingitems>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-After saving a new bibliographic record, you will be redirected to a
-blank item record so that you can attach an item to the bibliographic
-record. You can also click 'Add/Edit Items' from the cataloging search
-results
-
-Add/Edit Items Option on Search Results
-|image674|
-
-or you can add new item at any time by clicking 'New' on the
-bibliographic record and choosing 'New Item'
-
-New Item Button
-|image675|
-
-The item edit form will appear:
-
-Add item form
-|image676|
-
-At the very least, if you plan on circulating the item, the following
-fields should be entered for new items:
-
-- 2 - Source of classification
-
-- a - Permanent location
-
-- b - Current location
-
-- o - Full call number
-
- - If you'd like you can use the `call number browser
- plugin <#cnbrowseplugin>`__ for this field. If it's enabled you'll
- see a ... to the right of the field. When clicked that will open a
- call number browser window if the row is highlighted in Red then
- the call number is in use, if there is a thin Green line instead
- then the call number can be used.Call number browser
-
-- p - Barcode
-
-- v - Cost, replacement price
-
- - This value will be charged to patrons when you mark an item they
- have checked out as 'Lost'
-
-- y - Koha item type
-
-To make sure that these values are filled in you can mark them as
-mandatory in the `framework <#marcbibframeworks>`__ you're using and
-then they will appear in red with a 'required' label. The item will not
-save until the required fields are filled in.
-
-Required Item Subfield
-|image677|
-
-- **Note**
-
- To make item subfields required in a framework you'll want to
- edit the 952 field in the `framework
- editor <#marcbibframeworks>`__.
-
-Below the add form there are 3 buttons for adding the item
-
-Add Item Buttons
-|image678|
-
-- Add Item will add just the one item
-
-- Add & Duplicate will add the item and fill in a new form with the
- same values for your to alter
-
-- Add Multiple items will ask how many items and will then add that
- number of items adding +1 to the barcode so each barcode is unique
-
-Your added items will appear above the add form once submitted
-
-Items
-|image679|
-
-Your items will also appear below the bibliographic details on the bib
-record display.
-
-List of Items on the Bib Record
-|image680|
-
-If you have
-`SpineLabelShowPrintOnBibDetails <#SpineLabelShowPrintOnBibDetails>`__
-set to 'Display' then there will also be a link to print a quick spine
-label next to each item.
-
-List of Items on the Bib Record with a Print Label link
-|image681|
-
-You can also filter the contents of your holdings table by clicking the
-'Activate filters' links. This will show a row at the top where you can
-type in any column to filter the results in the table.
-
-Filter holdings
-|image682|
-
-`Editing Items <#editingitems>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Items can be edited in several ways.
-
-- Clicking 'Edit' and 'Edit Items' from the bibliographic record
-
- Edit Items Menu Option
- |image683|
-
- Which will open up a list of items where you can click the 'Actions'
- button to the left of the specific item you would like to edit and
- choose 'Edit'.
-
- Edit individual items
- |image684|
-
-- Clicking 'Edit Items' beside the item on the 'Items' tab
-
- Items Tab
- |image685|
-
- Which will open up the editor on the item you'd like to edit
-
- Edit individual items
- |image686|
-
-- Clicking 'Edit' and then 'Edit items in batch'
-
- Edit items in a batch
- |image687|
-
- This will open up the `batch item modification
- tool <#batchmodifyitems>`__ where you can edit all of the items on
- this record as a batch.
-
-- You can also enable
- `StaffDetailItemSelection <#StaffDetailItemSelection>`__ to have
- checkboxes appear to the left of each item on the detail display. You
- can then check off the items you would like to edit and click 'Modify
- selected items' at the top of the list.
-
- Editing selected items
- |image688|
-
-- You can click 'Edit' to the right of each item in the Holdings
- tabEdit individual items
-
-- There is also a link to Edit items from the search results in the
- staff clientEdit item on the search results
-
-- Finally you can use the `Batch Item
- Modification <#batchmodifyitems>`__ tool
-
-`Quick Item Status Updates <#itemquickedit>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Often circulation staff need to change the status of an item to Lost or
-Damaged. This doesn't require you to edit the entire item record.
-Instead clicking on the item barcode on the checkout summary or checkin
-history will bring you to an item summary. You can also get to the item
-summary by clicking on the Items tab to the left of the bib detail page.
-
-Item Edit
-|image689|
-
-From this view you can mark an item lost by choosing a lost status from
-the pull down and clicking the 'Set Status' button.
-
-Edit Lost Status
-|image690|
-
-You can also mark an item as damaged by choosing a damaged status from
-the pull down and clicking the 'Set Status' button.
-
-Edit Damaged Status
-|image691|
-
-`Duplicating Items <#duplicateitem>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-You can easily duplicate each item by clicking the 'Action' button the
-left of each item on the edit items screen
-
-Edit individual items
-|image692|
-
-From here you can choose to 'Duplicate' the item and this will populate
-the form with the values from the item you chose.
-
-`Item Information <#iteminfo>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To the left of every bibliographic record there is a tab to view the
-items.
-
-Items Tab
-|image693|
-
-Clicking that tab will give you basic information about the items. From
-here you can see basic information about the item such as the home
-library, item type, collection code, call number and replacement price.
-You can also see and edit the status information. If an item is marked
-lost or withdrawn you will also see the date that status was applied.
-
-In the History section you will see infomration about the check out
-history of the item and if you ordered the item via the acquisitions
-module then this section will include information about the order.
-
-History with order info
-|image694|
-
-If the Order or Accession date is linked, clicking it will bring you to
-the acquisitions information for that item.
-
-`Moving Items <#moveitemrec>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Items can be moved from one bibliographic record to another using the
-Attach Item option
-
-Attach Item Option
-|image695|
-
-Visit the bibliographic record you want to attach the item to and choose
-'Attach Item' from the 'Edit' menu.
-
-Attach Item Form
-|image696|
-
-Simply enter the barcode for the item you want to move and click
-'Select'
-
-If you want to move all items to a new record creating only one
-bibliographic record you can use the `Merge Records
-tool <#mergebibrecs>`__ instead.
-
-`Deleting Items <#deleteitems>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-There are many ways to delete item records. If you only need to delete
-one item you can do this by opening up the detail page for the bib
-record and clicking the 'Edit' button at the top. From there you can
-choose to 'Edit items'.
-
-'Edit Items' menu option
-|image697|
-
-You will be presented with a list of items and next to each one will be
-a link labeled 'Delete'. Click that link and if the item is not checked
-out it will delete that item.
-
-Delete link on the left
-|image698|
-
-If you know that all of the items attached to your record are not
-currently checked out you can use the 'Delete all items' option under
-the 'Edit menu' and it will remove all items from the record.
-
-You can also enable
-`StaffDetailItemSelection <#StaffDetailItemSelection>`__ to have
-checkboxes appear to the left of each item on the detail display. You
-can then check off the items you would like to delete and click 'Delete
-selected items' at the top of the list.
-
-Deleting selected items
-|image699|
-
-Finally you can use the `batch delete tool <#batchdeleteitems>`__ to
-delete a batch of items.
-
-`Item Specific Circulation History <#itemcirchistory>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Each bibliographic record keeps a circulation history (with or without
-the patron information depending on your settings), but each item also
-has its own circulation history page. To see this, click on the 'Items'
-tab to the left of the record you are viewing.
-
-Items tab
-|image700|
-
-Below the 'History' heading is a link to 'View item's checkout history,'
-clicking that will open up the item's history which will look slightly
-different from the bibliographic record's history page.
-
-Item Specific Circulation History
-|image701|
-
-`Authorities <#catauthorities>`__
----------------------------------
-
-Authority records are a way of controlling fields in your MARC records.
-Using authority records will provide you with control over subject
-headings, personal names and places.
-
-`Adding Authorities <#addauthorities>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To add a new authority record you can either choose the authority type
-from the 'New Authority' button or search another library by clicking
-the 'New from Z39.50' button.
-
-New Authority Record Options
-|image702|
-
-If you choose to enter a new authority from scratch, the form that
-appears will allow you to enter all of the necessary details regarding
-your authority record.
-
-New Authority Record
-|image703|
-
-To expand collapsed values simply click on the title and the subfields
-will appear. To duplicate a field or subfield just click the plus sign
-(+) to the right of the label. To use field helper plugins simply click
-the ellipsis (...) to the right of the field.
-
-When linking authorities to other headings, you can use the authority
-finder plugin by clicking the ellipsis (...) to the right of the field.
-
-Authority search plugin
-|image704|
-
-From there you can search your authority file for the authority to link.
-If you can't find the authority to link, you can click the 'Create new'
-button and add the necessary authority for the link. This plugin also
-allows for you to choose the link relationship between the authorities.
-
-Authority relationships
-|image705|
-
-If you choose to search another library for the authority record you
-will be presented with a search box
-
-Authority Z39.50 Search
-|image706|
-
-From the results you can choose the 'Import' link to the right of the
-record you would like to add to Koha
-
-Authority Z39.50 Results
-|image707|
-
-You will then be presented with the form to edit the authority before
-saving it to your system
-
-Imported Authority
-|image708|
-
-`Searching Authorities <#searchauthorities>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-From the authorities page you can search for existing terms and the
-bibliographic records they are attached to.
-
-Authority Search
-|image709|
-
-From the results you will see the authority record, how many
-bibliographic records it is attached to, an 'Actions' menu that includes
-the ability to `edit <#editauthorities>`__, `merge <#authoritymerge>`__
-and `delete <#editauthorities>`__ (if there are no bibliographic records
-attached).
-
-Authority Search Results
-|image710|
-
-Clicking on the Details link to the right of the authority record
-summary will open the full record and the option to edit the record.
-
-Authority Record
-|image711|
-
-If the authority has See Alsos in it you will see those broken out on
-the search results, clicking the linked headings will run a search for
-that heading instead.
-
-See Also in Authorities
-|image712|
-
-`Editing Authorities <#editauthorities>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Authorities can be edited by clicking on the authority summary from the
-search results and then clicking the 'Edit' button above the record. Or
-by clicking on the 'Edit' link to the left of the authority on the
-search results.
-
-Edit Authority Record
-|image713|
-
-Once you've made the necessary edits, simply click 'Save' and
-`dontmerge <#dontmerge>`__ is set to 'Do', Koha will immediately update
-all of the bib records linked to the authority with the new authority
-record's data. If dontmerge is set to "Don't" then Koha won't edit bib
-records when changes are made to authorities, rather, this is done later
-by the `merge\_authority.pl cronjob <#mergeauthcron>`__.
-
-To delete an authority record you first must make sure it's not linked
-to any bibliographic records. If it is not used by any bibliographic
-records a 'Delete' link will appear to the right of the record on the
-search results and as a button that appears after clicking on the
-summary of the authority record.
-
-`Merging Authorities <#authoritymerge>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If you have duplicate authority records you can merge them together by
-clicking the 'Merge' link, found in the actions menu, next to two
-results on an authority search.
-
-Duplicate authorities results
-|image714|
-
-After clicking 'Merge' on the first result you will see that authority
-listed at the top of the results.
-
-Merging authorities results
-|image715|
-
-Next you need to click 'Merge' next to the second result you'd like to
-merge.
-
-You will be asked which of the two records you would like to keep as
-your primary record and which will be deleted after the merge.
-
-Merging authorities
-|image716|
-
-You will be presented with the MARC for both of the records (each
-accessible by tabs labeled with the authority numbers for those
-records). By default the entire first record will be selected, uncheck
-the fields you don't want in the final (destination) record and then
-move on to the second tab to choose which fields should be in the final
-(destination) record.
-
-Authorities to merge
-|image717|
-
-Once you have completed your selections click the 'Merge' button. The
-primary record will now contain the data you chose for it and the second
-record will be deleted.
-
-Merged authority
-|image718|
-
-`Cataloging Guides <#catguides>`__
-----------------------------------
-
-`Bibliographic Record Cataloging Cheat Sheet <#bibcatcheatsheet>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| Tag | Label | Description | Instructions |
-+=======+=====================================+======================================================================================================================================================+===================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================+
-| 000 | LEADER | Describes the record(i.e. surrogate) -- is it a record for a monograph? A serial? | Click in this field to fill it in. Then set "Bibliographic level" to 'a' for articles or 's' for serials. Otherwise, leave everything as is. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 001 | CONTROL NUMBER | Accession number. | Enter the accession number written inside the item here. For articles and items which do not have accession numbers, leave blank. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 003 | CONTROL NUMBER IDENTIFIER | Your MARC Organizational Code | Click in this field to fill it in (will auto fill if you have your `MARCOrgCode <#MARCOrgCode>`__ preference set). |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 005 | D & T LATEST TRANSACTION | Current date and time. | Click in this field to fill it in. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 008 | FIXED-LENGTH DATA ELEMENTS | Field containing computer-readable representations of a number of things. | Generally you will only use 's' (single) or 'm' (multiple) options for position 06- use the former when the item was published in a single year, the latter when it was published over the course of several. If there is a single date, only enter a date in the first date field (positions 07-10). Enter the three-digit country code in positions 15-17, being sure to add spaces if the country code is fewer than three characters long. If there is an index, note that fact in position 31. Enter the three-letter language code in positions 35-37. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 010 | LCCN | A number assigned by the Library of Congress to uniquely identify the work. | Check on the copyright page of the book (if it was published in the US) or the LC catalog for this number. If you can't find it, don't worry about it. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 020 | ISBN | Unique number used by publishers to identify books. | If this number isn't listed on the book, there probably isn't one. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 022 | ISSN | Unique number used by publishers to identify serials. | If this number isn't listed on the book, there probably isn't one. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 033 | DATE/TIME OF EVENT | Used for auction dates. Required for auction catalogs. | For auctions that took place on only one day, enter the date of the auction in the format YYYYMMDD in the subfield 'a' and a '0' in the first indicator. For auctions that took place over two consecutive days or any number of non-consecutive days, create a subfield 'a' for each day with the date in the format YYYYMMDD, and put a '1' in the first indicator. For auctions that took place over more than two consecutive days, create a subfield 'a' (in format YYYYMMDD) for the first day and a subfield 'a' (also in format YYYYMMDD) for the last day, and put a '2' in the first indicator. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 040 | CATALOGING SOURCE | Identifies which libraries created and modified the record. | For imported records, add a subfield 'd' with your OCLC code as the value. For new records, make sure that the subfield 'c' with your OCLC code as the value. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 041 | LANGUAGE CODE | Identifies all the languages used in an item, when two or more languages are present. | For significant portions of a text in a given language, there should be a subfield 'a' with that language code. If there are only summaries or abstracts in a specific language, create a subfield 'b' with that language code. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 100 | MAIN ENTRY--PERSONAL | Authorized form of the main author's name | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 110 | MAIN ENTRY--CORPORATE | Authorized form of the name of the main corporate author. Required for auction catalogs. | Auction catalogs should use a 110 field rather than a 100 field. See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 111 | MAIN ENTRY--MEETING | Authorized form of the name of a meeting which acted as a main offer (e.g. conference proceedings) | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 245 | TITLE STATEMENT | Transcription of the title statement from the title page (or chief source of information) | Enter the title in subfield 'a', the subtitle in subfield 'b', and the statement of responsibility in subfield 'c'. If you are creating a record for a single volume or part of a multi-part item, you should put the part number in subfield 'n' and the part title in subfield 'p.' For auction catalogs, the date (in 'MM/DD/YYYY' format) should be listed in square brackets in subfield 'f'. See ISBD punctuation sheet. Set the first indicator to '0' if there is no author, otherwise set it to '1'. Set the second indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the second indicator to '4'). |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 246 | VARYING FORM OF TITLE | Alternate form of title for searching and filing purposes | If the patron might look for the work under a different title, enter it here. Do not include initial articles. The first indicator should be '3', unless the title is merely a variant spelling, in which case the first indicator should be '1'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 250 | EDITION STATEMENT | Transcription of the edition statement from the title page (or chief source of information) | Transcribe the edition statement exactly as it appears on the title-page. You may abbreviate if the edition statement is very long. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 260 | PUBLICATION (IMPRINT) | Publication information. | Put the location of publication in subfield 'a', the publisher in subfield 'b', and the year (or probable year) in subfield 'c'. See ISBD punctuation sheet. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 300 | PHYSICAL DESCRIPTION | Physical description | Enter the pagination statement in subfield 'a', a brief description of "special" contents such as illustrations or maps in subfield 'b' (see AACR2), and the size of the item in subfield 'c'. See ISBD punctuation sheet. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 490 | SERIES STATEMENT | Shows the series statement exactly as it appears on the item. | Transcribe the series statement into subfield 'a' with the volume number in subfield 'v'. See ISBD punctuation sheet. Set the first indicator to '1' if you are using an 830. As a general rule, you should do so. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 500 | GENERAL NOTE | Notes that don't fit anywhere else. | Enter notes as full sentences, with a separate 500 field for each distinct topic. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 501 | WITH NOTE | Notes whether the work is bound with the works described by other records. | Put description of relationship in subfield 'a'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 504 | BIBLIOGRAPHY, ETC. NOTE | Indicates whether the work includes a bibliography. | If the work includes a bibliography and index, put the text "Includes bibliographical references (p. XXX-XXX) and index." in subfield 'a'. If the work does not include an index, remove that part of the sentence. If the references are scattered throughout the work and not gathered into a distinct sentence, remove the parenthetical statement. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 505 | FORMATTED CONTENTS | List of contents in a standard format. Unformatted contents can be listed in a 500 (General Note) field. | See ISBD punctuation sheet. Set the first indicator to '0'. If you are separately coding authors and titles, set the second indicator to '0'. Otherwise, leave the second indicator blank. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 518 | DATE/TIME OF EVENT NOTE | Used for auction dates. | For auction catalogs, enter the date of the auction in the format 'January 2, 1984' in the subfield 'a' |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 520 | SUMMARY, ETC. | A brief summary or abstract of the book or article. | In general you do not need to write a summary. A summary might be called for, however, with items that cannot be easily reviewed by a patron, such as books with highly acidic paper or CD-ROMs. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 546 | LANGUAGE NOTE | Note describing the languages used in the work | Only needed for works in multiple languages. See ISBD punctuation sheet. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 561 | PROVENANCE INFORMATION | Describes the previous ownership of the item. | Used only for rare books. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 563 | BINDING INFORMATION | Describes the binding of the item. | Used only for rare books. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 590 | LOCAL NOTE | Local notes. Required for auction catalogs. | Used for auction catalogs to indicate what types of coins are sold in the auction- Roman, Greek, etc. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 600 | SUBJECT ADDED--PERSONAL | Authorized form of personal names for people discussed in the work | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 610 | SUBJECT ADDED--CORPORATE | Authorized form of corporate names for organizations discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to '2'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 611 | SUBJECT ADDED--MEETING | Authorized form of meeting names for meetings discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to '2'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 630 | SUBJECT ADDED--UNIFORM TITLE | Authorized form of titles for other works discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the first indicator to '4'). If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 650 | SUBJECT ADDED--TOPICAL | Library of Congress Subject Heading terms describing the subject of the work | See Authorized headings sheet and AACR2. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 651 | SUBJECT ADDED--GEOGRAPHICAL | Library of Congress Subject Heading geographical terms describing the subject of the work | See Authorized headings sheet and AACR2. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 655 | INDEX TERM--GENRE/FORM | Describes what an item is as opposed to what the item is about. | Generally used only for auction catalogs, which should have the genre heading "Auction catalogs." (make sure to find the authorized heading!) If you found the name in the LC authority file, set the second indicator to '0'. If you are using a term from a specific thesaurus, set the second indicator to '7' and put the code for the thesaurus in subfield '2'. Otherwise set the second indicator to '4'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 690 | LOCAL SUBJECT ADDED--TOPICAL | Used for headings from any custom subject authority file. | If there is no appropriate LCSH term, you can use a 690 with subject headings you find on other items in the catalog. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 691 | LOCAL SUBJECT ADDED--GEOGRAPHICAL | Used for headings from any custom subject authority file. | If there is no appropriate LCSH term, you can use a 691 with subject headings you find on other items in the catalog. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 700 | ADDED ENTRY--PERSONAL | Used for second authors and other persons related to the production of the work. | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 710 | ADDED ENTRY--CORPORATE | Used for corporate bodies related to the production of the work (e.g. publishers). | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 711 | ADDED ENTRY--MEETING | Used for meetings related to the production of the work (e.g. symposia that contributed to the work). | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 730 | ADDED ENTRY--UNIFORM TITLE | Used for uniform titles related to the production of the work (e.g. a work that inspired the present work) | See Authorized headings sheet and AACR2. Set the first indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the first indicator to '4'). |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 773 | HOST ITEM ENTRY | Describes the larger bibliographic unit that contains the work (e.g. book or journal containing the article being described in the current record) | If the host publication is author main entry, enter the authorized form of the author's name in subfield 'a'. Put the title in subfield 't'. If the host publication is an independent work, put publication information in subfield 'd'. When available, ISSN and ISBN should always be used in, in subfields 'x' and 'z' respectively. Relationship information (e.g. volume number, page number, etc.) goes in subfield 'g'. Subfield 'q' contains an encoded representation of the location of the item: volume, issue, and section numbers are separated by colons, and the first page is entered following a '<' at the end of the subfield. See ISBD punctuation sheet. Set the first indicator to '0'. If you want the label "In:" to be generated, leave the second indicator blank. If you want something else displayed before the 773 text, set the second indicator to '8' and add a subfield 'i' with the label you want at the beginning of the field (e.g. "$iOffprint from:"). |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 830 | SERIES ENTRY--UNIFORM TITLE | Authorized form of the series name transcribed in the 490 field. Often this will just be the same as the 490. | See Authorized headings sheet and AACR2. Set the second indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the second indicator to '4'). |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 852 | LOCATION/CALL NUMBER | Provides the section name for pre-barcode books, pamphlets, and some articles and serials. | Do not put anything in this field if you are cataloging a volume which gets only one record and a barcode. If the item does not get a barcode, or you are currently creating a record for an article in a volume, put the section in subfield 'a' (see ANS cataloging documentation), and the call number in subfield 'i'. Set the first indicator to '8'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 856 | ELECTRONIC ACCESS | Links to material available online. | Put the URL of any electronic copies or summaries, etc. in subfield 'u' and a link title in subfield 'y'. Set the first indicator to '4'. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 942 | ADDED ENTRY ELEMENTS (KOHA) | Used for Koha-specific data. | Set the subfield 'c' to the appropriate item type. |
-+-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-
-Table: Cataloging Guide
-
-`Item/Holdings Record Cataloging Guide <#itemcatguide>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-This table represents the default embedded holdings data in Koha. This
-information can be used for migration or importing data purposes
-
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| MARC21 Tag/subfield | Data Element | Description | Notes |
-+=======================+=====================================================+==================================================================================+==========================================================================================================================================================================================================================================================================+
-| 952$0 | Withdrawn status | Default values: | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('WITHDRAWN' in default installation) |
-| | | | |
-| | | - 0 = Not withdrawn | |
-| | | | |
-| | | - 1 = Withdrawn | |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$1 | Lost status | Default values: | It's possible to configure OPAC so that lost items don't display with the `hidelostitems <#hidelostitems>`__ system preference. |
-| | | | |
-| | | - 0 = Available | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('LOST' in default installation) |
-| | | | |
-| | | - 1 = Lost | |
-| | | | |
-| | | - 2 = Long Overdue (Lost) | |
-| | | | |
-| | | - 3 = Lost and Paid For | |
-| | | | |
-| | | - 4 = Missing in Inventory | |
-| | | | |
-| | | - 5 = Missing in Hold Queue | |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$2 | Classification | Classification scheme that defines filing rules used for sorting call numbers. | A choice of `classification sources <#classificationsources>`__ as they are defined in administration. If no classification scheme is entered, the system will use the value entered in the `DefaultClassificationSource <#DefaultClassificationSource>`__ preference. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$3 | Materials specified | Specific issues of serials or multi-part items. | Displayed when items are checked out and in to tell the staff how many pieces the item has. Copy/volume data is stored in 952$h and $t for display in Normal views. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$4 | Damaged status | Default values: | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('DAMAGE' in default installation) |
-| | | | |
-| | | - 0 = Not damaged | |
-| | | | |
-| | | - 1 = Damaged | |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$5 | Use restrictions | Default values: | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('RESTRICT' in default installation). This value has no effect on circulation. |
-| | | | |
-| | | - 0 = No use restrictions | |
-| | | | |
-| | | - 1 = Restricted Access | |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$7 | Not for loan | Default values: | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('NOT\_LOAN' in default installation). Negative number values can still be placed on hold. |
-| | | | |
-| | | - -1 = Ordered | |
-| | | | |
-| | | - 0 = Available for loans | |
-| | | | |
-| | | - 1 = Not for Loan | |
-| | | | |
-| | | - 2 = Staff Collection | |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$8 | Collection code | Coded value | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('CCODE' in default installation) |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$9 | Item number | System-generated item number. | Does not display in the item record. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$a | Owning Library \*\* | Branch code | **Required**. Code must be defined in `Libraries, Branches and Groups <#libsgroups>`__ |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$b | Holding library \*\* (usually the same as 952$a ) | Branch code | **Required**. Code must be defined in `Libraries, Branches and Groups <#libsgroups>`__ |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$c | Shelving location code | | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('LOC' in default installation) |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$d | Date acquired | YYYY-MM-DD | Date formats in the 952 subfields are required to be in the system internal format for data loading and subsequent item editing: YYYY-MM-DD |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$e | Source of acquisition | Coded value or vendor string | Filled in automatically with the Koha assigned vendor id by Acquisitions when an item is received. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$g | Purchase price | Decimal number, no currency symbol (ex. 10.00) | Filled in automatically by Acquisitions when an item is received. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$h | Serial enumeration | | Filled in automatically by Serials if the issue is received there. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$o | Koha full call number | | Can be filled in automatically based on the `itemcallnumber <#itemcallnumber>`__ system preference. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$p | Barcode \* | Max 20 characters | |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$t | Copy number | Max 32 characters | |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$u | Uniform Resource Identifier | Item specific URL | Full URL starting with http:// Only needed if your item has its own URL, not necessary if the bib record has a 856$u that applies to all items on the record. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$v | Replacement price | Decimal number, no currency symbol (ex. 10.00) | Filled in automatically by Acquisitions when an item is received. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$w | Price effective from | YYYY-MM-DD | Date formats in the 952 subfields are required to be in the system internal format for data loading and subsequent item editing: YYYY-MM-DD. Filled in automatically by Acquisitions when an item is received. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$x | Nonpublic note | | This is a note field for notes that will not appear in the OPAC. Right now this note does not appear anywhere but in the item edit screen in the staff client. |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$y | Koha item type \*\* | Coded value, required field for circulation | **Required**. Coded value, must be defined in `Item types <#itemtypeadmin>`__ |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-| 952$z | Public note | | |
-+-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
-
-Table: Koha Embedded Holdings Data
-
-\* - required for circulation
-
-\*\* - required by Koha
-
-`Handling On Order Items and Holds <#onorderitemholds>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-If you tend to import your MARC records when you have ordered the book
-(as opposed to when you receive the books), and allow patrons to place
-holds on those books, you may need to add item records to the \*.mrc
-file before importing.
-
-The easiest way to import your latest order is to first run your records
-through `MARCEdit <http://marcedit.reeset.net/>`__. Download your MARC
-records, saving them to your desktop or some other location you use/will
-remember. If you have MARCEdit already installed you should simply have
-to double click on your MARC records, and they will automatically open
-in MARCEdit.
-
- **Important**
-
- This tutorial was written with MARCEdit version 5.2.3769.41641 on
- Windows XP, instructions may be different if your version or
- operating system is different.
-
-- Your original file will automatically be in the input; ensure
- MarcBreaker is chosen, and then click "Execute"
-
- MarcBreaker
- |image719|
-
-- You will be presented with a summary of the records processed at the
- bottom of the screen
-
- MarcBreaker Summary
- |image720|
-
-- Click 'Edit Records' to continue on to adding item records
-
-- Your screen will be replaced with a larger screen containing the MARC
- records
-
- MARC file for editing
- |image721|
-
-- Click on Tools > Add/Edit Field
-
- Add/Delete Field
- |image722|
-
-- Enter in the Koha specific item info
-
- Add 942 Field
- |image723|
-
- - In the Field box, type 942
-
- - In the Field Data box, type \\\\$c and the item type code
- (\\\\$cBOOK in this example)
-
- - Check the 'Insert last' option
-
- - Click 'Add Field'
-
-- Enter in the item record data
-
- Add 952 Field
- |image724|
-
- - In the Field box, type 952
-
- - In the Field Data box, type
- $7ORDERED\_STATUS$aPERM\_LOC$bCURR\_LOC$cSHELVING\_LOCATION$eSOURCE\_OF\_ACQ$yITEM\_TYPE
-
- - ex. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK
-
- - In a default install of Koha -1 is the value for the Ordered
- status
-
- - You may want to look at other subfields you would like data in
- -- for example, changing the collection code to put all the
- items in the same collection (8), automatically fill in the
- acquisition date (d), or put in a public note (z).
-
- - Be sure you use the $ to separate subfields; adding each
- subfield on a separate line will cause that many items to be
- imported with your MARC record (in the example above, four
- items, each with one of those subfields corrected)
-
- - Make sure you look at the Administration > Authorized Values in
- Koha to put the correct code into the field
-
- - Check the 'Insert last' option
-
- - Click 'Add Field'
-
-- Close the field editor window
-
-- Click on File > Compile into MARC
-
- Compile into MARC
- |image725|
-
-- Choose where to save your file
-
-Now you want to go into your Koha system and follow the instructions for
-`importing MARC records <#stagemarc>`__.
-
-Once the item has come in, you will need to go to the item record and
-individually change the item to have the correct barcode, and manually
-change the status from Ordered to the blank line in the Not for Loan
-field.
-
- **Note**
-
- If you purchase your cataloged item records, you may want to request
- your vendor put in the information you need into the MARC records
- for you; that way, you could import the edited-by-the-vendor file,
- overwriting the current record, automatically replacing the data
- with what you need.
-
-Course Reserves
-===============
-
-The course reserves module in Koha allows you to temporarily move items
-to 'reserve' and assign different circulation rules to these items while
-they are being used for a specific course.
-
-`Course Reserves Setup <#coursesetup>`__
-----------------------------------------
-
-Before using Course Reserves you will need to do some set up.
-
-First you will need to enable course reserves by setting the
-`UseCourseReserves <#UseCourseReserves>`__ preference to 'Use'.
-
-Next you will need to have all of your course instructors `added as
-patrons <#addnewpatron>`__.
-
-Next you will want to add a couple of new `authorized
-values <#newauthval>`__ for Departments and Terms.
-
-You may also want to create new `item types <#additemtype>`__,
-`collection codes <#ccode>`__ and/or `shelving
-locations <#shelvelocvals>`__ to make it clear that the items are on
-reserve to your patrons. You will also want to be sure to confirm that
-your `circulation and fine rules <#circfinerules>`__ are right for your
-new item types (whether they be hourly or daily loans).
-
-`Adding Courses <#addingcourses>`__
------------------------------------
-
-Once you have completed your set up for Course Reserves you can start
-creating courses and adding titles to the reserve list.
-
-Course Reserves Admin
-|image726|
-
-From the main course reserves page you can add a new course by clicking
-the 'New course' button at the top left.
-
-Add a new course
-|image727|
-
-Your new course will need a Department, Number and Name at the bare
-minimum. You can also add in additional details like course section
-number and term. To link an instructor to this course simply start
-typing their name and Koha will search your patron database to find you
-the right person.
-
-Instrcutor search
-|image728|
-
-Once the instructor you want appears just click their name and they will
-be added. You can repeat this for all instructors on this course. Each
-instructor will appear above the search box and can be removed by
-clicking the 'Remove' link to the right of their name.
-
-Instructors
-|image729|
-
-If you would like your course to show publicly you'll want to be sure to
-check the 'Enabled?' box before saving your new course.
-
-Once your course is saved it will show on the main course reserves page
-and be searchable by any field in the course.
-
-Courses
-|image730|
-
-`Adding Reserve Materials <#addreserves>`__
--------------------------------------------
-
-Before adding reserve materials you will need at least one course to add
-them to. To add materials visit the Course Reserves module.
-
-Courses
-|image731|
-
-Click on the title of the course you would like to add materials to.
-
-Course administration
-|image732|
-
-At the top of the course description click the 'Add reserves' button to
-add titles to this reserve list. You will be asked to enter the barcode
-for the reserve item.
-
-Add item to reserve
-|image733|
-
-After you are done scanning the barcodes to add to the course you can
-see them on the course page
-
-Course with reserves
-|image734|
-
-`Course Reserves in the OPAC <#opaccoursereserves>`__
------------------------------------------------------
-
-Once you have enabled Course Reserves and added courses you will see a
-link to Course Reserves below your search box in the OPAC.
-
-Course Reserves Link
-|image735|
-
-Clicking that link will show you your list of enabled courses (if you
-have only one course you will just see the contents of that one course).
-
-Course list in the OPAC
-|image736|
-
-You can search course reserves by any field (course number, course name,
-instructor name, department) that is visible in the list of courses.
-Clicking a course name will show you the details and reserve items.
-
-Course listing
-|image737|
-
-Serials
-=======
-
-Serials actions can be accessed by going to the More menu at the top of
-your screen and choosing Serials or by clicking Serials on the main Koha
-staff client page. The Serials module in Koha is used for keeping track
-of journals, newspapers and other items that come on a regular schedule.
-As with all modules, make sure you go through the related
-`Implementation Checklist <#impserials>`__ before using the Serials
-module.
-
-- *Get there:* More > Serials
-
-`Manage Serial Frequencies <#serialfreq>`__
--------------------------------------------
-
-Koha keeps a record of publication frequencies for easy management and
-duplication.
-
-- *Get there:* More > Serials > Manage frequencies
-
-From this page you can view all of the existing frequencies in your
-system
-
-Frequencies
-|image738|
-
-and create new ones.
-
-New frequency
-|image739|
-
-`Manage Serial Numbering Patterns <#serialpatterns>`__
-------------------------------------------------------
-
-Everytime you create a new numbering pattern in serials you can save it
-for later use. These patters are accessible via the Manage numbering
-patterns page.
-
-- *Get there:* More > Serials > Manage numbering patterns
-
-This page will list for you the numbering patterns you have saved in the
-past as well as a few canned patterns.
-
-Number patterns
-|image740|
-
- **Note**
-
- If you have upgraded from a previous version of Koha you will see
- 'Backup patterns' listed for patterns used in version before Koha
- 3.14. This is how Koha saved your old numbering patterns. You can
- edit these to give them more meaningful names from here.
-
-It will also allow you to create a new numbering pattern without first
-adding a subscription. To add new new pattern click 'New numbering
-pattern' at the top of the list of patterns.
-
-New number pattern
-|image741|
-
-`Custom Subscription Fields <#serialfields>`__
-----------------------------------------------
-
-This module will allow you to add custom fields to your serial
-subscriptions for reporting and searching.
-
-- *Get there:* Serials > Add subscription fields
-
-To add custom fields simply click the 'Add subscription fields' link on
-the left of the Serial page and choose the 'New field' buttonAdd
-subscription fields
-
-The form that appears will ask for either an authorized value or a marc
-field to populate the field with
-
-Add field
-
-For example you might want to track which department you're ordering for
-or the collection code for this serialAdd department
-
-This data will then show when you are adding a subscriptionAdd field
-value
-
-and when you view the subscriptionShow field
-
-and when you search subscriptions (if you chose to make it
-'searchable')Searchable field
-
-`Add a subscription <#newsubscription>`__
------------------------------------------
-
-Subscriptions can be added by clicking the 'New' button on any
-bibliographic record
-
-New Subscription Button
-|image742|
-
-Or by visiting the Serials module and clicking 'New Subscription'
-
-New Subscription Button
-|image743|
-
-If you are entering a new subscription from the Serials module you will
-be presented with a blank form (if creating new from a bibliographic
-record the form will include the bib info).
-
-Add a new subscription (1/2)
-|image744|
-
-- 'Librarian' field will show the logged in librarian's username
-
-- 'Vendor' can be found by either searching vendors entered via the
- `Acquisitions module <#acqmodule>`__ or entering the vendor ID number
-
- - Vendor information is not required
-
- - In order to claim missing and late issues you need to enter vendor
- information
-
- Vendor Missing Warning
- |image745|
-
-- 'Biblio' is the MARC record you'd like to link this subscription to
-
- - This can be done by searching for an existing record by clicking
- on the 'Search for Biblio' link below the boxes or by entering the
- bib number for a record in the first box. Only if you search with
- the field between the parenthesis.
-
-- Next you can choose whether a new item is created when receiving an
- issue (if you barcode issues you'll want to create an item at this
- time)
-
-- In order to determine how to handle irregularities in your
- subscription answer 'When there is an irregular issue', if the
- numbers are always sequential you'll want to pick 'Keep issue number'
-
-- Checking the 'Manual history' box will allow you to enter serials
- outside the prediction pattern once the subscription is saved by
- going to the 'Planning' tab on the subscription detail page.Manual
- History
-
-- 'Call Number' is for your item's call number or call number prefix
-
-- 'Library' is the branch that owns this subscription.
-
- - If more than one library subscribes to this serial you will need
- to create a subscription for each library
-
- - This can be done easily by using the 'Edit as New (Duplicate)'
- option found on the subscription information page and changing
- only the 'Library' field
-
- New Duplicate Subscription
- |image746|
-
-- Use the 'Public Note' for any notes you would like to appear in the
- OPAC for the patrons
-
-- 'Nonpublic Note' should be used for notes that are only visible to
- the librarians via the staff client
-
-- The 'Patron notification' option lets you pick a notice to send to
- patrons who subscribe to updates on this serial via the OPAC.
-
- - For this option to appear you need to make sure that you have a
- Routing List notice set up in the `Notices Tool <#notices>`__
-
-- 'Location' is for the shelving location
-
-- The 'Grace period' is the number of days before an issue is
- automatically moved from 'Expected' status to 'Waiting' and how many
- days before an issue is automatically moved from 'Waiting' status to
- 'Late'
-
-- The Staff and OPAC Display options allow you to control how many
- issues appear by default on bibliographic records in the Staff Client
- and the OPAC
-
- - If no values are entered in these fields, they will use the
- `OPACSerialIssueDisplayCount <#OPACSerialIssueDisplayCount>`__ and
- `StaffSerialIssueDisplayCount <#StaffSerialIssueDisplayCount>`__
- system preference values
-
-Once that data is filled in you can click 'Next' to enter the prediction
-pattern information.
-
-Add a new subscription (2/2)
-|image747|
-
-- In 'First issue publication date' you want to enter the date of the
- issue you have in your hand, the date from which the prediction
- pattern will start
-
-- There are several pre-defined options for the 'Frequency' of
- publication all of which are visible alongside your own custom
- frequencies by visiting '`Manage frequencies <#serialfreq>`__'
-
- - Without periodicy: some very specific (usually high level science
- journals) don't have a true periodicity. When you subscribe to the
- title, you subscribe for 6 issues, which can arrive in 1 year...
- or 2... There is no regularity or known schedule.
-
- - Unknown select this if none of the other choices are relevant
-
- - Irregular: The journal is not "regular" but has a periodicity. You
- know that it comes out on January, then in October and December,
- it is irregular, but you know when it's going to arrive.
-
- - 2/day: Twice daily
-
- - 1/day: Daily
-
- - 3/week: Three times a week
-
- - 1/week: Weekly
-
- - 1/ 2 weeks: Twice monthly (fortnightly)
-
- - 1/ 3 weeks: Tri-weekly
-
- - 1/month: Monthly
-
- - 1/ 2 months (6/year): Bi-monthly
-
- - 1/ 3 months (1/quarter): Quarterly
-
- - 1/quarter (seasonal) : Quarterly related to seasons (ie. Summer,
- Autumn, Winter, Spring)
-
- - 2/year: Half yearly
-
- - 1/year: Annual
-
- - 1/ 2 years: Bi-annual
-
-- 'Subscription length' is the number of issues or months in the
- subscription. This is also used for setting up renewal alerts
-
-- 'Subscription start date' is the date at which the subscription
- begins. This is used for setting up renewal alerts
-
-- 'Subscription end date' should only be entered for subscriptions that
- have ended (if you're entering in a backlog of serials)
-
-- 'Numbering pattern' will help you determine how the numbers are
- printed for each issue. Patterns entered here are saved and editable
- at any time by visiting '`Manage numbering
- patterns <#serialpatterns>`__'
-
- - Start with the numbering on the issue you have in hand, the
- numbering that matches the date you entered in the 'First issue
- publication' field
-
- - You can choose to create your own numbering pattern by choosing
- 'None of the above' and clicking the 'Show/Hide Advanced Pattern'
- button at the bottom of the form
-
- Advanced prediction pattern
- |image748|
-
-- The 'Locale' option is useful when you want to display days, month or
- season. For example, if you have a German serial, you can use the
- German locale option to display days, etc. in German.
-
-- Once a 'Numbering pattern' is chosen the number formula will
- appear.Numbering Forumla
-
- - The 'Begins with' number is the number of the issue you're holding
- in your hand.
-
- - The 'Inner counter' is used to tell Koha where the "receiving
- cycle" starts
-
- - For example: If the first issue to receive is "vol. 4, no. 1,
- iss. 796", you need to set up "inner counter = 0" But if it's
- "vol. 4, no. 2, iss. 797", the inner counter should be "1".
-
- - After filling in this data click the 'Test prediction pattern'
- button to see what issues the system will generate, if there are
- irregularities you can choose which issues don't exist from the
- list presented.
-
- Prediction pattern
- |image749|
-
-- If you have added a `custom subscription field <#serialfields>`__, it
- will be editable above the buttons at the bottom of the screenShow
- field
-
-Click 'Save Subscription' to save the information you have entered.
-`Find sample serial examples in the appendix <#sampleserialsapp>`__.
-
-`Receive Issues <#receiveissues>`__
------------------------------------
-
-Issues can be marked as received from several locations. To find a
-subscription, use the search box at the top of the Serials page to
-search for the serial you'd like to receive issues for:
-
-Subscription Search
-|image750|
-
-From the search results you can click the 'Serial Receive' link or you
-can click on the subscription title and then click the 'Receive' button.
-
-Subscription Buttons
-|image751|
-
-The final way to receive serials is from the 'Serial Collection' page.
-To the left of the Subscription summary page there is a menu with a link
-to 'Serial Collection'
-
-Serial Subscription Menu
-|image752|
-
-From the page that opens up you can click 'Edit Serial' with the issue
-you want to receive checked.
-
-Edit Issues
-|image753|
-
-All three of these options will open up the issue receive form:
-
-Receive Serials
-|image754|
-
-- Choose 'Arrived' from the status pull down to mark a serial as
- received.
-
-- If you have decided to have an item record created for each issue an
- `item add form <#addingitems>`__ will appear after choosing 'Arrived'
-
- Serial item record
- |image755|
-
-- If your issue has a supplemental issue with it, fill in the
- Supplemental Issue information.
-
- - Key the entire numbering in the box after "Supplemental issue" no
- numbering will be inherited/auto-filled from the main issue, and
- exactly what you key in the box after "Supplemental issue" will be
- auto-filled in the item record's Serial enumeration/chronology
- [MARC21 952$h] (if you create item records).
-
- - E.g., key this in its entirety if it's what you would like
- displayed: "v.69 no.3 (Mar. 2015) suppl."
-
-- If you have decided to have an item record created for each issue an
- `item add form <#addingitems>`__ will appear for your supplement and
- for the issue itself
-
-- Once you have entered your info you can click 'Save'
-
-If you are receiving multiple issues at once, or have marked an issue as
-'Late' or 'Missing' there you can click the 'Generate Next' button below
-the list of issues.
-
-Generate Next Button
-|image756|
-
-Clicking this button will generate the next issue for you and mark the
-previously expected issue as 'Late' automatically. You can then check
-the 'Edit' box to the right of each issue and edit the status on
-multiple issues at once.
-
-`Create a Routing List <#routinglist>`__
-----------------------------------------
-
-A routing list is a list of people who receive the serial before it goes
-to the shelf. To enable routing lists you want to set your
-`RoutingSerials <#RoutingSerials>`__ preference to 'Add'.
-
-When on the subscription page you will see a link to the left that reads
-'Create Routing List' or 'Edit Routing List'
-
-Subscription Routing List Link
-|image757|
-
-Clicking that link will bring you to the menu to add a new routing list.
-
-Routing List Creation
-|image758|
-
-From here you want to click 'Add recipients' in order to add people to
-the routing list. In the menu that appears you can filter patrons by
-part of their name, their library and/or patron category.
-
-Add Members to Routing List
-|image759|
-
-Clicking 'Add' to the right of each name will add them to the routing
-list. When you have chosen all of the people for the list, click the
-'Close' link to be redirected to the routing list.
-
-Routing List
-|image760|
-
-If the list looks the way you expect it to, then click 'Save'. Next you
-will be brought to a preview of the routing list. To print the list
-click 'Save and preview routing slip.' This will open a printable
-version of the list.
-
-Preview Routing List
-|image761|
-
-If `RoutingListAddReserves <#RoutingListAddReserves>`__ is set to on
-then patrons listed in the routing list will automatically be added to
-the holds list for the issue.
-
-To see a list of all of the routing lists a specific patron is on visit
-the `Routing Lists tab <#patronroutingtab>`__ on their patron record.
-
-`Subscriptions in Staff Client <#serialsubinstaff>`__
------------------------------------------------------
-
-Subscription information will appear on bibliographic records under the
-'Subscriptions' tab
-
-Subscription Tab on Bibliographic Record
-|image762|
-
-Clicking the 'Subscription Details' link will take you to the
-Subscription summary page in the staff client.
-
-Subscription Detail
-|image763|
-
-If you are using the `Acquisitions <#acqmodule>`__ module to keep `track
-of serial subscriptions <#ordersubscription>`__ you will see that info
-before your subscription details.
-
-Acquisitions information for subscription
-|image764|
-
-`Subscriptions in OPAC <#serialsubinopac>`__
---------------------------------------------
-
-When viewing the subscription in the OPAC there will be several options.
-
-Like in the staff client, there will be a Subscriptions tab on the
-bibliographic record.
-
-Subscriptions Tab in OPAC
-|image765|
-
-Under this tab will appear the number of issues you chose when setting
-up the subscription or in your
-`OPACSerialIssueDisplayCount <#OPACSerialIssueDisplayCount>`__ system
-preference. Clicking the 'More details' link will provide you with
-additional information about the serial history. You can set the default
-view of a serial in the OPAC with the
-`SubscriptionHistory <#SubscriptionHistory>`__ system preference.
-
-There are two views, compact and full. The compact serial subscription
-will show basic information regarding the subscription
-
-Compact Serial View
-|image766|
-
-From this compact display patrons can subscribe to be notified of new
-issues as they are released by clicking the 'Subscribe to email
-notifications of new issues' button. For this link to appear you will
-want to have chosen to notify patrons `on the
-subscription <#newsubscription>`__ itself.
-
-Subscribe link in the OPAC
-|image767|
-
-You can see thos who subscribe to new issue alerts by going to the
-subscription page in the staff client and looking on the right of the
-'Information' tab.Serial notification subscribers
-
-Whereas the full view shows extensive details, broken out by year,
-regarding the subscription
-
-Full Serial View
-|image768|
-
-`Claim Late Serials <#serialclaims>`__
---------------------------------------
-
-Koha can send email messages to your serial vendors if you have late
-issues. To the left of the main serials page there is a link to 'Claims'
-
-Link to Claims on Serials Menu
-|image769|
-
-The links to claims also appears to the left of the subscription detail
-page
-
-Link to Claims on the Serials Menu
-|image770|
-
-If you don't have a claim notice defined yet you will see a warning
-message that you need to first define a notice.
-
-Missing Claims Notice Warning
-|image771|
-
-Clicking 'Claims' will open a report that will ask you to choose from
-your various serial vendors to generate claims for late issues.
-
-Serial Claims
-|image772|
-
-From the list of late issues you can choose which ones you want to send
-a claim email to by clicking the checkbox to the left of late issue,
-choosing the notice template to use and clicking the 'Send notification'
-button.
-
-`Check Serial Expiration <#serialexpiration>`__
------------------------------------------------
-
-When adding serials you enter a subscription length, using the check
-expiration tool you can see when your subscriptions are about to expire.
-To use the tool click the link to 'Check expiration' on the serials
-menu.
-
-Check Serial Expiration
-|image773|
-
-In the form that appears you need to enter at least a date to search by.
-
-In your results you will see all subscriptions that will expire before
-the date you entered. From there you can choose to view the subscription
-further or renew it in one click.
-
-Serial Expiration Search Results
-|image774|
-
-`Renewing Serials <#serialrenew>`__
------------------------------------
-
-If your serial subscription has expired you won't be able to receive
-issues. To renew your subscription you can click the 'Renew' button at
-the top of your subscription detail page.
-
-Renew option on subscription detail
-|image775|
-
-Another option is to click the 'Renew' link to the right of the
-subscription on the Serial Collection page.
-
-Renew option on serial collection
-|image776|
-
-Once you click the 'Renew' link or button you will be presenting with
-renewal options.
-
-Subscription renewal form
-|image777|
-
-- The start date should be the date your subscription period starts.
-
-- For the subscription length you'll want to fill in one of the three
- fields presented: Number of num (issues), Number of months or Number
- of weeks.
-
-- Finally enter any notes you might have about this renewal.
-
-`Searching Serials <#serialsearch>`__
--------------------------------------
-
-Once in the Serials module there is basic search box at the top that you
-can use to find subscriptions using any part of the ISSN and/or title.
-
-Basic Serials Search
-|image778|
-
-You can also click the 'Advanced Search' link to the right of the
-'Submit' button to do a more thorough search of your serials.
-
-Advanced Serials Search
-|image779|
-
-From your results you can filter by using the search boxes at the bottom
-of each column and adjust the number of resutls using the toolbar at the
-top of the results set.
-
-Serial Search Results
-|image780|
-
Acquisitions
============
projects / kohadocs.git / commitdiff