-.. include:: images.rst
-
-Tools
-=====
-
-Tools in Koha all perform some sort of action. Often many of the items
-listed under Tools in Koha are referred to as 'Reports' in other library
-management systems.
-
-- *Get there:* More > Tools
-
-`Patrons and Circulation <#patrontools>`__
-------------------------------------------
-
-`Patron lists <#patronlists>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Patron lists
-
-Patron lists are a way to store a group of patrons for easy modification
-via the `batch patron modification tool <#batchpatronmod>`__ or
-reporting.
-
-Patron lists
-|image245|
-
-To create a new list of patrons click the 'New patron list' button
-
-New patron list
-|image246|
-
-Enter a list name and save the list.
-
-Empty patron list
-|image247|
-
-Each list has an 'Actions' menu with more list options.Patron list
-actions
-
-To add patrons to the list click the 'Add patrons' link in the 'Actions'
-menu.
-
-Add patron to a list
-|image248|
-
-Enter the patron's name or cardnumber in the search box and click on the
-right result to add the patron.
-
-Patrons to add
-|image249|
-
-Once you have all of the patrons you would like to add you can click the
-'Add patrons' button to save them to the list.
-
-List of patrons
-|image250|
-
-`Comments <#comments>`__
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Comments
-
-All comments added by patrons via the OPAC to bibliographic records
-require moderation by the librarians. If there are comments awaiting
-moderation they will be listed on the main page of the staff client
-below the module list:
-
-Comments pending approval
-|image251|
-
-and next to the Comments tool on the Tools ModuleComment count on Tools
-
-To moderate comments click on the notification on the main dashboard or
-go directly to the Comments Tool and click 'Approve' or 'Delete' to the
-right of the comments awaiting moderation.
-
-Comment awaiting moderation
-|image252|
-
-If there are no comments to moderate you will see a message saying just
-that
-
-No comments to moderate
-|image253|
-
-You can also review and unapprove comments you have approved in the past
-by choosing the 'Approved comments' tab
-
-Approved comments
-|image254|
-
-`Patron Import <#patronimport>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Import Patrons
-
-The patron import tool can be used at any time to add patrons in bulk.
-It is commonly used in universities and schools when a new batch of
-students registers.
-
-`Creating Patron File <#createpatronfile>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Your Koha installation comes with a blank CSV file that you can use as a
-template for your patron records. If you would like to create the file
-yourself, make sure that your file has the following fields in this
-order as the header row:
-
-cardnumber, surname, firstname, title, othernames, initials,
-streetnumber, streettype, address, address2, city, state, zipcode,
-country, email, phone, mobile, fax, emailpro, phonepro, B\_streetnumber,
-B\_streettype, B\_address, B\_address2, B\_city, B\_state, B\_zipcode,
-B\_country, B\_email, B\_phone, dateofbirth, branchcode, categorycode,
-dateenrolled, dateexpiry, gonenoaddress, lost, debarred,
-debarredcomment, contactname, contactfirstname, contacttitle,
-guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex,
-password, flags, userid, opacnote, contactnote, sort1, sort2,
-altcontactfirstname, altcontactsurname, altcontactaddress1,
-altcontactaddress2, altcontactaddress3, altcontactstate,
-altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber,
-privacy, patron\_attributes
-
- **Important**
-
- The 'password' should be stored in plaintext, and will be converted
- to a Bcrypt hash.
-
- If your passwords are already encrypted, talk to your systems
- administrator about options
-
- **Important**
-
- Date formats should match your `system preference <#dateformat>`__,
- and must be zero-padded, e.g. '01/02/2008'.
-
- **Important**
-
- The fields 'branchcode', 'categorycode' and all fields you have
- defined in the `BorrowerMandatoryField <#BorrowerMandatoryField>`__
- preference are required and must match valid entries in your
- database.
-
- **Note**
-
- If loading `patron attributes <#patronattributetypes>`__, the
- 'patron\_attributes' field should contain a comma-separated list of
- attribute types and values.
-
- - The attribute type code and a colon should precede each value.
-
- - For example: "INSTID:12345,BASEBALL:Cubs"
-
- - This field must be wrapped in quotes if multiple values are
- defined.
-
- - Since values can contain spaces, additional doubled-quotes may
- be required:
-
- - "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""
-
- - When replacing a patron record, any attributes specified in
- the input file replace all of the attribute values of any type
- that were previously assigned to the patron record.
-
-`Importing Patrons <#importpatrons>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Once you have created your file, you can use the Patron Import Tool to
-bring the data into Koha.
-
-- Choose your CSV file
-
- Import Patron Form
- |image255|
-
-- Choose to match on 'Cardnumber' or 'Username' to prevent adding of
- duplicate card numbers to the system
-
- Patron match options
- |image256|
-
-- Next you can choose default values to apply to all patrons you are
- importing
-
- - ex. If you're importing patrons specific to one branch you can use
- the field on the Import form to apply the branch code to all those
- you are importing.
-
-- Finally you need to decide on what data you want to replace if there
- are duplicates.
-
- If match found
- |image257|
-
- - A matching record is found using the field you chose for matching
- criteria to prevent duplication
-
- - If you included patron attributes in your file you can decide
- whether to add your values to existing values or erase existing
- values and enter only your new values.
-
-`Notices & Slips <#notices>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Notices & Slips
-
-All notices and circulation receipts (or slips) generated by Koha can be
-customized using the Notices & Slips Tool. The system comes with several
-predefined templates that will appear when you first visit this tool.
-
-Notices & Slips Tool
-|image258|
-
-Each notice can be edited, but only a few can be deleted, this is to
-prevent system errors should a message try to send without a template.
-Each notice and slip can be edited on a per library basis, by default
-you will see the notices for all libraries.
-
-If you have a style you'd like applied to all slips you can point the
-`SlipCSS <#SlipCSS>`__ preference to a stylesheet. The same is true for
-notices, using the `NoticeCSS <#NoticeCSS>`__ preference to define a
-stylesheet.
-
-You will also want to review the `Notices & Slips Field
-Guide <#noticesfieldguide>`__ for more information on formatting these
-notices.
-
-`Adding Notices & Slips <#addnotices>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To add a new notice or slip
-
-- Click 'New Notice'
-
- New Notice Form
- |image259|
-
-- Choose which library this notice or slip is for
-
- - **Important**
-
- Not all notices can be branch specific for more information
- review the `Notices & Slips Field
- Guide <#noticesfieldguide>`__ in this manual.
-
-- Choose the module this notice is related to
-
-- The Code is limited to 20 characters
-
- - **Important**
-
- When working with the overdue notices you want each notice at
- each branch to have a unique code. Think about using the
- branch code in front of the notice code for each branch.
-
-- Use the name field to expand on your Code
-
- - **Note**
-
- With overdue notices, be sure to put your branch name in the
- description as well so that it will be visible when setting up
- your `triggers <#noticetriggers>`__.
-
-- Next you can customize the notice for every possible delivery method
-
- - Every notice should have an Email template set for itNew Email
- notice
-
- - If you're using the
- `TalkingTechItivaPhoneNotification <#TalkingTechItivaPhoneNotification>`__
- service you can set up a Phone notificationNew Phone notice
-
- - If you plan on printing this notice you can set the Print template
- nextNew Print notice
-
- - If you have enabled SMS notices with the
- `SMSSendDriver <#SMSSendDriver>`__ preference you can set the text
- for your SMS notices nextNew SMS notice
-
-- Each notice offers you the same options
-
- - If you plan on writing the notice or slip in HTML check the 'HTML
- Message' box, otherwise the content will be generated as plain
- text
-
- - Message Subject is what will appear in the subject line of the
- email
-
- - In the message body feel free to type whatever message you feel is
- best, use the fields on the left hand side to enter individualized
- data from the from database.
-
- - **Note**
-
- Review the `Notices & Slip Field
- Guide <#noticesfieldguide>`__ for info on what fields can
- be used here.
-
- - **Important**
-
- Overdue notices can use <<items.content>> tags by
- themselves, or use <item></item> to span all of the tags.
- Learn more about the `Overdue Notice
- Markup <#noticemarkup>`__
-
- - On overdue notices make sure to use <<items.content>>
- tags to print out the data related to all items that are
- overdue.
-
- - The other option, only for overdue notices, is to use
- the <item></item> tags to span the line so that it will
- print out multiple lines One example for the
- <item></item> tag option is:
-
- <item>"<<biblio.title>>" by <<biblio.author>>,
- <<items.itemcallnumber>>, Barcode: <<items.barcode>> ,
- Checkout date: <<issues.issuedate>>, Due date:
- <<issues.date\_due>> Fine: <<items.fine>> Due date:
- <<issues.date\_due>> </item>
-
- - **Important**
-
- Only the overdue notices take advantage of the
- <item></item> tags, all other notices referencing items
- need to use <<items.content>>
-
- - **Note**
-
- To add today's date you can use the <<today>> syntax
-
- - **Note**
-
- If you don't want to print the patron's full name on your
- slips or notice you can enter data in the Other name or
- Initials field for each patron and use that value instead.
-
-`Overdue Notice Markup <#noticemarkup>`__
-'''''''''''''''''''''''''''''''''''''''''
-
-When creating your overdue notices there are two tags in addition to the
-various database fields that you can use in your notices. You will also
-want to review the `Notices & Slips Field Guide <#noticesfieldguide>`__
-for information on formatting item information in these notices.
-
- **Important**
-
- These new tags only work on the overdue notices, not other
- circulation related notices at this time.
-
-These tags are <item> and </item> which should enclose all fields from
-the biblio, biblioitems, and items tables.
-
-An example of using these tags in a notice template might be like:
-
-::
-
- The following item(s) is/are currently overdue:
-
- <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>
-
-Which, assuming two items were overdue, would result in a notice like:
-
-::
-
- The following item(s) is/are currently overdue:
-
- "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
- "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50
-
-`Existing Notices & Slips <#existingnotices>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Among the default notices are notices for several common actions within
-Koha. All of these notices can be customized by altering their text via
-the Notices & Slips tool and their style using the
-`NoticeCSS <#NoticeCSS>`__ preference to define a stylesheet. You will
-also want to review the `Notices & Slips Field
-Guide <#noticesfieldguide>`__ for information on formatting item
-information in these notices. Here are some of what those notices do:
-
-- ACCTDETAILS
-
- - Sent to patrons when their account is set up if the
- `AutoEmailOPACUser <#AutoEmailOPACUser>`__ preference is set to
- 'Send'
-
-- ACQCLAIM (Acquisition Claim)
-
- - Used in the claim acquisition module
-
- - *Get there:* More > Acquisitions > Late issues
-
-- CHECKIN
-
- - This notice is sent as the 'Check in' notice for all items that
- are checked in
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- CHECKOUT
-
- - This notice is sent as the 'Check out' notice for all items that
- are checked out
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- DUE
-
- - This notice is sent as the 'Item due' for an item is due
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- DUEDGST
-
- - This notice is sent as the 'Item due' for all items that are due
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice as a digest
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- HOLD (Hold Available for Pickup)
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
- - When this notice references the branches table it is referring to
- the pickup branch information.
-
-- HOLDPLACED (a notice to the library staff that a hold has been
- placed)
-
- - This notice requires the
- `emailLibrarianWhenHoldIsPlaced <#emailLibrarianWhenHoldIsPlaced>`__
- system preference to be set to 'Enable'
-
- - When this notice references the branches table it is referring to
- the pickup branch information.
-
-- MEMBERSHIP\_EXPIRY
-
- - This notice can be sent to patrons to warn them that their cards
- are expiring soon.
-
- - Requires that you have the
- `MembershipExpiryDaysNotice <#MembershipExpiryDaysNotice>`__ set
- and the `related cron job <#patronexpirycron>`__ set.
-
-- ODUE (Overdue Notice)
-
- - This notice is used to send Overdue Notices to Patrons
-
- - See a `Sample Overdue Notice <#samplenotice>`__
-
- - Requires that you set `Overdue Notice/Status
- Triggers <#noticetriggers>`__
-
-- PREDUE
-
- - This notice is sent as the 'Advanced notice' for an item is due
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- PREDUEDGST
-
- - This notice is sent as the 'Advanced notice' for all items that
- are due
-
- - This notice is used if two criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The patron has requested to receive this notice as a digest
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- RENEWAL
-
- - This notice is sent as the 'Check out' notice for all items that
- are renewed
-
- - This notice is used if three criteria are met:
-
- 1. The
- `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__
- is set to 'Allow'
-
- 2. The `RenewalSendNotice <#RenewalSendNotice>`__ preference is
- set to 'Send'
-
- 3. The patron has requested to receive the checkout notice
-
- - *Get there:*\ OPAC > Login > my messaging
-
- - *Get there:*\ Staff Client > Patron Record >
- `Notices <#patnotices>`__
-
-- RLIST (Routing List)
-
- - Used in the serials module to notify patrons/staff of new issues
- of a serial
-
- - *Get there:* More > Serials > `New
- Subscription <#newsubscription>`__
-
- - You have the option to select the 'Routing List' notice when
- creating a new subscription (Choose from the 'Patron notification'
- drop down).
-
- - **Note**
-
- Notice also that if you'd like to notify patrons of new serial
- issues, you can click on 'define a notice' which will take you
- to the 'Notices' tool
-
-- SHARE\_ACCEPT
-
- - Used to notify a patron when another patron has accepted their
- shared list.
-
- - Requires that you set
- `OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__
- to 'Allow'
-
-- SHARE\_INVITE
-
- - Used to notify a patron that another patron would like to share a
- list with them.
-
- - Requires that you set
- `OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__
- to 'Allow'
-
-- TO\_PROCESS
-
- - Used to notify a staff member if a purchase suggestion has been
- moved to the fund they manage
-
- - Requires the
- `notice\_unprocessed\_suggestions <#emailsuggestfund>`__ cron job
-
-There are also a set of predefined slips (or receipts) listed on this
-page. All of these slips can be customized by altering their text via
-the Notices & Slips tool and their style using the
-`SlipCSS <#SlipCSS>`__ preference to define a stylesheet. Here is what
-those slips are used for:
-
-- ISSUEQSLIP
-
- - Used to print the quick slip in circulation
-
- - The quick slip only includes items that were checked out today
-
-- ISSUESLIP
-
- - Used to print a full slip in circulation
-
- - The slip or receipt will show items checked out today as well as
- items that are still checked out
-
-- HOLD\_SLIP
-
- - Used to print a holds slip
-
- - The holds slip is generated when a hold is confirmed
-
-- TRANSFERSLIP
-
- - Used to print a transfer slip
-
- - The transfer slip is printed when you confirm a transfer from one
- branch to another in your system
-
-`Overdue Notice/Status Triggers <#noticetriggers>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Overdue
- Notice/Status Triggers
-
-In order to send the overdue notices that you defined using the
-`Notices <#notices>`__ tool, you need to first set the triggers to have
-these messages.
-
- **Important**
-
- In order to have overdue notices sent to your patrons, you need to
- `set that patron category <#addingpatroncat>`__ to require overdue
- notices.
-
- **Important**
-
- Depending on the value of your
- `OverdueNoticeCalendar <#OverdueNoticeCalendar>`__ preference the
- delay may or may not include days the library is closed based on the
- `holiday calendar <#calholidays>`__.
-
-The Overdue Notice/Status Triggers tool gives the librarian the power to
-send up to three notices to each patron type notifying them of overdue
-items
-
-Overdue Notice/Status Triggers Tool
-|image260|
-
-- Delay is the number of days after an issue is due before an action is
- triggered.
-
- - **Important**
-
- If you want Koha to trigger an action (send a letter or
- restrict member), a delay value is required.
-
-- To send additional notices, click on the tabs for 'Second' and
- 'Third' notice
-
-- If you would like to prevent a patron from checking items out because
- of their overdue items, check the 'Restrict' box, this will put a
- notice on the patron's record at checkout informing the librarian
- that the patron cannot check out due to overdue items.
-
- - If you choose to restrict a patron in this way you can also have
- Koha automatically remove that restriction with the
- `AutoRemoveOverduesRestrictions <#AutoRemoveOverduesRestrictions>`__
- preference.
-
-- Next you can choose the delivery method for the overdue notice. You
- can choose from Email, Phone (if you are using the `iTiva Talking
- Tech service <#TalkingTechItivaPhoneNotification>`__), Print and SMS
- (if you have set your `SMSSendDriver <#SMSSendDriver>`__).
-
- - **Note**
-
- The Feed option is not yet a feature in Koha, it is there for
- future development.
-
-- See a `Sample Overdue Notice <#samplenotice>`__
-
-`Patron Card Creator <#patroncardcreator>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patron Card Creator
-
-The Patron Card Creator allow you to use layouts and templates which you
-design to print your custom patron cards on your printer. Here are some
-of the features of the Patron Card Creator module:
-
-- Customize patron card layouts with text retrieved from the Koha
- patron data
-
-- Design custom card templates for printed patron cards (to match the
- label sheets)
-
-- Build and manage batches of patron cards to print
-
-- Export (as PDF) single or multiple batches to print
-
-- Export (as PDF) single or multiple patron cards from within a batch
-
-`Layouts <#cardlayouts>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Layouts
-
-A layout defines the text and images that will be printed on to the card
-and where it will appear.
-
- **Note**
-
- Up to three lines of text, the patron's number in barcode
- representation and up to two images can be printed on to the card.
-
-`Add a Layout <#addcardlayout>`__
-'''''''''''''''''''''''''''''''''
-
-If you have no layouts defined, you will add a new layout by clicking
-the 'New' button and choosing 'Layout'.New layout button
-
-You may also choose to press 'Manage layout' on the left side. Here you
-are offered a list of available layouts you can select for editing. But
-at the top of the page there is still the 'New layout' button.
-
-Add New Layout
-|image261|
-
-- The name you assign to the layout is for your benefit, name it
- something that will be easy to identify at a later date
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for your layout.
-
- Units of Measurement
- |image262|
-
- - **Note**
-
- A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch
- is 25.4 SI Millimeters
-
-- Next note if this layout is for the front or the back of the patron
- card
-
- - **Note**
-
- You will need a layout for both the front and back of your
- card if you have 2-sided library cards, this option doesn't
- allow you to print two sided cards, just lets you track which
- side of the card you're designing.
-
-- You have the option of adding up to 3 lines of text to your card.
- Your text can be static text of your choosing and/or fields from the
- patron record. If you want to print fields from the patron record you
- want to put the field names in brackets like so - <firstname>
-
- - **Note**
-
- A full list of field names can be found in the database schema
- at http://schema.koha-community.org
-
-- For each line of text, you can choose your font, font size and the
- location of the text on the card using the lower X and Y coordinates
-
-- In order to show the barcode and the patron card number you will need
- to check the 'Print Card Number as Barcode' option. This will turn
- the patron card number into a barcode. If you want the number to
- print in human readable format you will need to check the 'Print Card
- Number as Text Under Barcode' option.
-
-- Finally you can choose up to two images to print on the card.
-
- - One can be the `patron image <#uploadpatronimages>`__ which you
- can resize to meet your needs.
-
- - The other image can be something like a library logo or symbol
- that you uploaded using the '`Manage
- Images <#managecardimages>`__' module of the Patron Card Creator
- Tool.
-
- **Important**
-
- It is the designers responsibility to define textlines, barcode and
- images such that overlap is avoided.
-
-After saving, your layouts will appear on the 'Manage layouts' page.
-
-Manage Layouts
-|image263|
-
-`Templates <#patrontemplate>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Card
- templates
-
-A template describes the arrangement of labels on the label sheet/card
-stock you are using. This might be Avery 5160 for address labels,
-Gaylord 47-284 for spine labels or Avery 28371 for your patron cards,
-just to give a couple of examples. All of the information you will need
-for setting up a template may be on the packaging, and if not it can
-usually be found on the vendor's website or can be measured from a
-sample sheet.
-
-`Add a Template <#addcardtemplate>`__
-'''''''''''''''''''''''''''''''''''''
-
-To add a new template click on the 'New template' button at the top of
-your page which brings you to the Edit template form immediately. You
-may also choose to press 'Manage templates' on the left side. Here you
-are offered a list of available templates you can select for editing.
-But in the top of the page there is still the 'New template' button.
-
-New template button
-|image264|
-
-Using the form that appears after pressing either 'Edit' or 'New
-template'you can define the template for your sheet of labels or cards.
-
-Add Patron Card Template
-|image265|
-
-- Template ID is simply a system generated unique id
-
-- Template Code should be the name of this template to identify it on a
- list of templates
-
-- You can use the Template Description to add additional information
- about the template
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for the template.
-
- Measurement Units
- |image266|
-
- - **Note**
-
- A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch
- is 25.4 SI Millimeters
-
-- The measurements (page height, page width, card width, card height)
- may be on the packaging, and if not it can usually be found on the
- vendor's website or can be measured from a sample sheet.
-
-- A profile is a set of "adjustments" applied to a given template just
- prior to printing which compensates for anomalies unique and peculiar
- to a given printer (to which the profile is assigned).
-
- - Before defining a profile try printing some sample cards so that
- you can take measurements to define a profile to perform the right
- adjustments for your printer/template combination.
-
- - After finding and documenting any anomalies in the printed
- document, then you can `create a profile <#addcardprofile>`__ and
- assign it to the template.
-
- - **Important**
-
- Do not specify a profile unless needed, i.e. do not click to
- define a printer profile. It is not possible to remove a
- profile from a template but you can switch to another profile.
-
- - **Note**
-
- If you are using different printers you may be required to
- define several templates that are identical only different
- profiles are specified.
-
-After saving, your templates will appear on the 'Manage templates' page.
-
-Manage Templates
-|image267|
-
-`Profiles <#patronprofile>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Profiles
-
-A profile is a set of "adjustments" applied to a given
-`template <#patrontemplate>`__ just prior to printing which compensates
-for anomalies unique and peculiar to a given printer. This means if you
-set a template up and then print a sample set of data and find that the
-items are not all aligned the same on each card, you need to set up a
-profile for each printer (or even different tray selections on the same
-printer) to make up for the differences in printing styles, such as the
-shifting of text to the left, right, top or bottom.
-
-If your cards are printing just the way you want, you will not need a
-profile.
-
-`Add a Profile <#addcardprofile>`__
-'''''''''''''''''''''''''''''''''''
-
-To add a new profile, you want to click on the 'Profiles' button at the
-top of your page and choose 'New Profile'
-
-New Profile Button
-|image268|
-
-To add a new profile, you want to click on the 'New profile' button at
-the top of your page. Using the form that appears you can define the
-values to correct the card misalignments on your label sheet. You may
-also choose 'Manage profiles' on the left side and select one of the
-currently available profiles for editing.
-
-Add Printer Profile
-|image269|
-
-- The Printer Name and Paper Bin do not have to match your printer
- exactly, they are for your reference so you can remember what printer
- you have set the profile for.
-
- - **Note**
-
- For example: if you want to use the Printer model number in
- printer name you can, or you can call it 'the printer on my
- desk'
-
-- Template will be filled in once you have chosen which template to
- apply the profile to on the `template edit form <#addcardtemplate>`__
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for your profile.
-
- Units of Measurement
- |image270|
-
- - **Note**
-
- A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch
- is 25.4 SI Millimeters
-
-- Offset should be used when the entire image is off center either
- vertically or horizontally. Creep describes a condition where the
- distance between the labels changes across the page or up and down
- the page
-
- - For offset and creep values, negative numbers move the printed
- information up and to the left on the printed sheet and positive
- numbers move down and to the right
-
- - Example: the text is printed 0 .25" from the left edge of the
- first label, 0 .28" from the left edge of the second label and 0
- .31" from the left edge of the third label. This means the
- horizontal creep should be set to (minus) -0.03 " to make up for
- this difference.
-
-After saving, your profiles will appear on the 'Manage Printer Profiles'
-page.
-
-Manage Profiles
-|image271|
-
-Once you have saved your new profile, you can return to the list of
-templates and choose to edit the template that this profile is for.
-
-`Batches <#patroncardbatches>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Card
- batches
-
-A batch is a collection of patrons for whom you want to generate cards.
-
-`Add a Batch <#addcardbatch>`__
-'''''''''''''''''''''''''''''''
-
-To add a new batch, you want to click on the 'New batches' button at the
-top of your page. Choosing the menu item 'Manage batches' on the left a
-list of already defined batches is displayed. In this display you can
-either select a batch for editing or add a new batch.
-
-New Batch Button
-|image272|
-
-For a new batch a message pops up and directs you to select patrons to
-be processed in this batch.No items in batch
-
-After choosing the 'Add item(s)' button the Patron Search window pops
-up.Patron search
-
-From here you can search for patrons to add to your batch by any part of
-their name, their category and/or library. Entering \* in the search box
-will display all the patrons. Patron search results
-
-From the results you can add patrons to the batch by clicking the 'Add'
-button. After adding patrons from the results you can start over and
-perform another search or click 'Close' at the bottom of the screen to
-indicate that you are done. You will then be presented with your
-batch.Patron batch
-
-If you are satisfied with your batch you can proceed to export. If you
-want to correct or even delete that batch the buttons to do so can be
-found at the top of your screen. You can always come back here through
-the 'Manage > Card batches' button.
-
-If you would like to export all patron cards you can click 'Export card
-batch' otherwise you can choose specific patrons to print cards for by
-checking the box to the right of their names and then choose 'Export
-selected card(s)' at the top.
-
-The export menu will ask you to choose a template, a layout and starting
-position (where on the sheet should printing begin).
-
- **Note**
-
- For the starting position if the first 6 labels have already been
- used on your sheet you can start printing on label in position 7 on
- the sheet. The labels are numbered left to right from top to bottom.
-
-Export batch
-
-Once you click 'Export' you will be presented with a PDF of your labels
-for printingPDF Export
-
-When you open the PDF you will see the cards for printing
-
-Final cards
-|image273|
-
-The above image shows a layout that is made up of two textlines. The
-first one is just plain text, the second one is composed of the
-<firstname> <surname> fields. A patron image is printed (if available)
-and the barcode of patrons number is displayed in code 39. All this is
-printed on a template with three columns and 8 rows using position 1-3
-here. When printing this PDF please take care that your printer doesn't
-rescale the PDF (e.g do not fit to paper size) otherwise the printer
-will not be able to print to the right place per your templates.
-
-`Manage Images <#managecardimages>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Patron Card Creator > Manage > Images
-
-Images uploaded using this tool will appear on the menu when creating
-`patron card layouts <#cardlayouts>`__. You are limited in how many
-images you can upload (not counting patron images) by the
-`ImageLimit <#ImageLimit>`__ system preference.
-
- **Important**
-
- Images must be under 500k in size.
-
- **Note**
-
- Pictures uploaded with this tool should be at least 300dpi which is
- the minimum quality for a printable image.
-
-In the center of the screen is a simple upload form, simply browse for
-the file on your computer and give it a name you'll recognize later.
-
-Upload Images
-|image274|
-
-Once the file is uploaded you will be presented with a confirmation
-message.
-
-Image Uploaded
-|image275|
-
-And the image will be listed with all of your others on the right hand
-side of the page.
-
-Images
-|image276|
-
-To delete one or multiple of these images, click the checkbox to the
-right of each image you want to delete and click the 'Delete' button.
-
-`Patrons (anonymize, bulk-delete) <#anonpatrons>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Patrons
- (anonymize, bulk-delete)
-
-This tool allows you to bulk anonymize circulation histories (this means
-that you keep records of how many times items were checked out - but not
-the patrons who checked the items out) or bulk delete patrons (remove
-them from the system completely).
-
- **Important**
-
- Patrons with outstanding fines or items checked out are not saved.
- They are not completely removed from the system (they are only moved
- to the delete\_borrowers table), but this tool does not provide as
- many checks as one may desire.
-
- **Important**
-
- Before using this tool it is recommended that you backup your
- database. Changes made here are permanent.
-
- **Important**
-
- The anonymization will fail quietly if
- `AnonymousPatron <#AnonymousPatron>`__ preference does not contain a
- valid value.
-
-Patron Anonymize/Bulk Delete Tool
-|image277|
-
-To either delete or anonymize patrons
-
-- Check the 'Verify' box on the task you would like to complete (Delete
- or Anonymize)
-
-- Enter a date before which you want to alter the data
-
-- If deleting patrons you can also choose to find patrons who
-
- - have not borrowed since a specific date
-
- - have accounts that will expire before a specific date
-
- - are in a specific `patron category <#patcats>`__
-
- - are in a `patron list <#patronlists>`__
-
-- Click 'Next'
-
-- A confirmation will appear asking if you're sure this is what you
- want to happen
-
- Patron Anonymize/Bulk Delete Confirmation
- |image278|
-
-- Clicking 'Finish' will delete or anonymize your data
-
- Completed Process
- |image279|
-
-`Batch patron modification <#batchpatronmod>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Batch patron
- modification
-
-With this tool you can make edits to a batch of patron records. Simply
-load in a file of cardnumbers (one per line), choose from a `list of
-patrons <#patronlists>`__ or scan patron card numbers in to the box
-provided.
-
-Batch patron modification
-|image280|
-
-Once you have the file loaded or the barcodes scanned click 'Continue.'
-You will be presented with a list of the patrons and the changes you can
-make.
-
-Patrons to modify
-|image281|
-
-To the left of each text box there is a checkbox. Clicking that checkbox
-will clear our the field values.
-
- **Important**
-
- If the field is mandatory you will not be able to clear the value in
- it.
-
-If you have multiple patron attributes you can change them all by using
-the plus (+) sign to the right of the text box. This will allow you to
-add another attribute value.
-
-Editing patron attributes
-|image282|
-
-Once you have made the changes you want, you can click 'Save' and Koha
-will present you with the changed patron records.
-
-`Tag Moderation <#tagsmoderation>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Tags
-
-Depending on your `tagging system preferences <#taggingprefs>`__,
-librarians may need to approve tags before they are published on the
-OPAC. This is done via the Tag Moderation Tool. If there are tags
-awaiting moderation they will be listed on the main staff dashboard
-under the module labels:
-
-Tags pending approval
-|image283|
-
-To moderate the tags visit the Tags tool. When first visiting the tool,
-you will be presented with a list of tags that are pending approval or
-rejection by a librarian
-
-Tags pending moderation
-|image284|
-
-- To see all of the titles this tag was added to simply click on the
- termTitles with a specific tag
-
- - From this list of titles you can remove a tag without outright
- rejecting it from being used in the future by clicking the 'Remove
- tag' button to the right of the title.
-
-- To approve a tag, you can either click the 'Approve' button in line
- with the term, or check all terms you want to approve and click
- 'Approve' below the table.
-
-- To reject a tag, you can either click the 'Reject' button in line
- with the term, or check all terms you want to approve and click
- 'Reject' below the table.
-
-Once a tag has been approved or rejected it will be moved to the
-appropriate list of tags. A summary of all tags will appear on the right
-of the screen.
-
-Summary of tags
-|image285|
-
-Even though a tag is approved or rejected, it can still be moved to
-another list. When viewing approved tags each tag has the option to
-reject:
-
-Approved Tags
-|image286|
-
-To check terms against the approved and rejected lists (and possibly
-against `the dictionary <#TagsExternalDictionary>`__ you have assigned
-for tag moderation) simply enter the term into the search box on the
-bottom right of the screen to see the status of the term
-
-Sample Check list test search
-|image287|
-
-Finally you can find tags by using the filters on the left.
-
-Tag filters
-|image288|
-
-`Upload Patron Images <#uploadpatronimages>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Patrons and Circulation > Upload Patron
- Images
-
-Patron images can be uploaded in bulk if you are `allowing patron
-images <#patronimages>`__ to be attached to patron records. These images
-can also be used when creating `patron cards <#patroncardcreator>`__.
-
-- Create a txt file and title it "DATALINK.TXT" or "IDLINK.TXT"
-
-- On each line in the text file enter the patron's card number followed
- by comma (or tab) and then the image file name
-
- Sample file and image
- |image289|
-
- - Make sure that your TXT file is a plain text document, not RTF.
-
-- Zip up the text file and the image files
-
-- Go to the Upload Patron Images Tool
-
- Upload Image Tool for Single Image
- |image290|
-
-- For a single image, simply point to the image file and enter the
- patron card number
-
-- For multiple images, choose to upload a zip file
-
-- After uploading you will be presented with a confirmation
-
- Image Upload Confirmation
- |image291|
-
- **Important**
-
- There is a limit of 100K on the size of the picture uploaded and it
- is recommended that the image be 200x300 pixels, but smaller images
- will work as well.
-
-`Rotating Collections <#rotatingcollections>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Rotating Collections
-
-Rotating Collections is a tool for managing collections of materials
-that frequently get shifted from library to library. It adds the ability
-to store not only an item's home library and current location but also
-information about where it is supposed to be transferred to next to
-ensure that all items in the collection are sent to the correct library.
-When an item in a rotating collection is checked in, library staff is
-notified that the item is part of a rotating collection and which branch
-it should be sent to if it is not at the correct one.
-
- **Important**
-
- The `AutomaticItemReturn <#AutomaticItemReturn>`__ system preference
- must be set to "Don't automatically transfer items to their home
- library when they are returned" for Rotating Collections to function
- properly.
-
-- To create a new rotating collection, click the "New Collection"
- button, fill in the Title and Description, and click Submit. Once
- submitted you'll see "Collection Name added successfully"; click
- "Return to rotating collections home" to return to the main Rotating
- Collections management page (or click Rotating Collections in the
- sidebar).
-
-- To add items to a collection, click "Add or remove items" next to the
- collection's name in the list of collections. Under "Add or remove
- items" scan or type in the barcode of the item you wish to add to the
- collection, and hit Enter or click Submit if necessary.
-
-- To remove an item from a collection, either click Remove next to the
- item's barcode in the list of items within the collection or check
- the "Remove item from collection" box next to the Barcode text box
- under "Add or remove items, and scan or type in the barcode, clicking
- Submit or hitting Enter if necessary. Note: The "Remove item from
- collection" checkbox will remain checked as long as you are on the
- "Add or remove items" page, unless you uncheck it, to facilitate
- quickly removing a number of items at a time by scanning their
- barcodes.
-
-`Transfer a Rotating Collection <#transferrotatingcollection>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Transferring a collection will:
-
-- Change the current location of the items in that collection to the
- library it is to be transferred to
-
-- Initiate a transfer from its original current location/holding
- library to the current location/holding library it is to be rotated
- to. When a library receives a collection they will need to check in
- the items to complete the transfer.
-
-You can transfer a collection in one of two ways:
-
-- From the main Rotating Collections page, click on Transfer next to
- the title of the collection you wish to transfer; choose the library
- you wish to transfer the collection to and click "Transfer
- collection".
-
-- Or, from the "add or remove items" page for a collection, you can
- click the Transfer button, choose the library you wish to transfer
- the collection to and click "Transfer Collection".
-
- **Important**
-
- In order to complete the transfer process, the library receiving the
- rotating collection should check in all items from the collection as
- they receive them. This will clear the transfer so that the items
- are no longer shown as being "in transit".
-
-If an item in a rotating collection is checked in at a library other
-than the one it is supposed to be transferred to, a notification will
-appear notifying library staff that the item is part of a rotating
-collection, also letting them know where the item needs to be sent.
-
-Rotating Collection Item Notification
-|image292|
-
-`Catalog <#catalogtools>`__
----------------------------
-
-`Batch item modification <#batchmodifyitems>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Batch item modification
-
-This tool will allow you to modify a batch of item records in Koha.
-
-Batch Modification Tool
-|image293|
-
-From the tool you can choose to upload a file of barcodes or item ids,
-or you can scan items one by one into the box below the upload tool. You
-can also decide the items edited should be populated with the default
-values you have defined in your `default
-framework <#marcbibframeworks>`__.
-
-Once you have your file uploaded or the barcodes listed you can click
-'Continue.'
-
-Batch Modify Summary
-|image294|
-
-You will be presented with a summary of the items you want to modify.
-From here you can uncheck the items you don't want to modify before
-making changes in the form below. You can also hide columns you don't
-need to see to prevent having to scroll from left to right to see the
-entire item form.
-
- **Note**
-
- To uncheck all items thar are currently checked out you can click
- the 'Clear on loan' link at the top of the form.
-
-Using the edit form you can choose which fields to make edits to. By
-checking the checkbox to the right of each field you can clear the
-values in that field for the records you are modifying.
-
-Choose fields you want to change in bulk
-|image295|
-
-Once you have made you changes you will be presented with the resulting
-items.
-
-Item results summary
-|image296|
-
- **Note**
-
- You can also edit items on one bib record in a batch by going to the
- bib record and clicking Edit > Edit items in batch
-
-Edit items in a batch
-|image297|
-
-`Batch item deletion <#batchdeleteitems>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Batch item deletion
-
-This tool will allow you to delete a batch of item records from Koha.
-
-From the tool you can choose to upload a file of barcodes or item ids,
-or you can scan items one by one into the box below the upload tool.
-
-Batch Deletion Tool
-|image298|
-
-Once you have your file uploaded or the barcodes scanned you can click
-'Continue.'
-
-You will be presented with a confirmation screen. From here you can
-uncheck the items you don't want to delete and decide if Koha should
-delete the bib record if the last item is being deleted before clicking
-'Delete selected items.' If you'd like you can delete the bibliogrphic
-record if you're deleting the last item by clicking the checkbox next to
-'Delete records if no items remain'.
-
-Confirm Deletion
-|image299|
-
-If your file (or list of scanned barcodes) has more than 1000 barcodes,
-Koha will be unable to present you with a list of the items. You will
-still be able to delete them, but not able to choose which items
-specifically to delete or delete the biblio records.
-
-More than 1000 records in the file
-|image300|
-
-If the items are checked out you will be presented with an error after
-clicking 'Delete selected items' and the items will not be deleted.
-
-Items not Deleted
-|image301|
-
-If the items can be deleted they will be and you will be presented with
-a confirmation of your deletion.
-
-Batch Deletion Confirmation
-|image302|
-
-`Batch record deletion <#batchrecorddelete>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-This tool will take a batch of record numbers for either bibliographic
-records or authority records and allow you to delete all those records
-and any items attached to them in a batch. Batch record deletion
-
-First you need to tell the tool if you're deleting bibliographic or
-authority records. Next you can load a file with biblionumbers or
-authids or enter a list of those numbers in the box provided. Once you
-submit the form you will be presented with a summary of the records you
-are trying to delete.Summary
-
-If a record you want to delete can't be deleted it will be highlighted.
-
-Check the records you want to delete and click the 'Delete selected
-records' button to finish the process.
-
-`Batch Record Modification <#batchrecordmod>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Batch record modification
-
-This tool will allow you to edit batches of bibliographic and/or
-authority records using `MARC Modification
-Templates <#marcmodtemplates>`__. Before visiting this tool you will
-want to set up at least one MARC modification template.
-
-Batch record modification
-|image303|
-
-When you visit the tool it will ask you:
-
-- Choose whether you're editing bibliographic or authority records
-
-- Enter the biblionumbers or authids
-
- - You can upload a file of these numbers or
-
- - Enter the numbers (one per line) in the box provided
-
-- Finally choose the MARC Modification Template you'd like to use to
- edit these records.
-
-Once you've entered your critera click 'Continue'Records to edit
-
-You will be presented with a list of records that will be edited. Next
-to each one is a checkbox so you can uncheck any items you would rather
-not edit at this time.
-
-Clicking Preview MARC will allow you to see what edits will be made when
-you finalize the edit.Modified MARC Preview
-
-Once you're sure everything is the way you want you can click the
-'Modify selected records' button and your records will be modified.
-
-`Automatic item modifications by age <#autoitemagemod>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Automatic item modifications by
- age
-
-This tool allows librarians to update item specific fields when an item
-reaches a certain age.
-
- **Note**
-
- Staff need the items\_batchmod permission to access this tool
-
- **Important**
-
- The settings in this tool will be acted upon by the `corresponding
- cron job <#autoitemupdatecron>`__
-
-If you haven't created any rules you will see the option to 'Add rules'
-on the Tool page. Click this button to create rules.Automatic item
-modifications by age
-
-If you have rules already there will be a button that reads 'Edit
-rules'. To create a new rule click the 'Edit rules' button at the top of
-the page
-
-List of rules
-|image304|
-
-You will be brought to a page where you can edit exisitng rules or
-create a new rule
-
-Add/Edit rules
-|image305|
-
-In the form that appears you can set :
-
-- the age in days at which the item will update (Age)
-
-- what criteria is needed to trigger the update (Conditions)
-
-- what changes are made when the script runs (Substitutions)
-
-New rule
-|image306|
-
-Once you're done you can click the 'Add this rule' link and then add
-additional rules or you can click the 'Submit these rules' button to
-save your changes.
-
-List of rules
-|image307|
-
-`Export Data (MARC & Authorities) <#exportbibs>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Export Data
-
-Koha comes with a tool that will allow you to export your bibliographic,
-holdings and/or authority data in bulk. This can be used to send your
-records to fellow libraries, organizations or services; or simply for
-backup purposes.
-
-`Export Bibliographic Records <#exportmarc>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-At the top of the screen you need to pick what data you're exporting. If
-you're exporting bibliographic records with or without the holdings
-information you want to click the 'Export bibliographic records' tab.
-
-- Fill in the form in order to limit your export to a specific range
- (all fields are optional)
-
- Select Records to Export
- |image308|
-
- - Choose to limit your export by any one or more of the following
- options
-
- - Limit to a bib number range
-
- - Limit to a specific item type
-
- - **Important**
-
- This limit will use the type you have defined in the
- `item-level\_itypes <#item-level_itypes>`__ preference.
- If you have the item-level\_itypes preference set to
- 'specific item' and you have no items attached to a bib
- record it will not be exported. To get all bib records
- of a specific type you will need your item-level\_itypes
- preference set to 'biblio record'.
-
- - Limit to a specific library or group of libraries
-
- - Limit to a call number range
-
- - Limit to an acquisition date range
-
- - If you'd like you can load a file of biblionumbers for the records
- you would like to export. File type needs to be .csv or .txt
-
- File of Records to Export
- |image309|
-
- - Next choose what to skip when exporting
-
- Export options
- |image310|
-
- - By default items will be exported, if you would like to only
- export bibliographic data, check the 'Don't export items' box
-
- - To limit your export only to items from the library you're
- logged in as (if you leave the 'Library' field set to 'All') or
- to the library you selected above check the 'Remove non-local
- items' box
-
- - You can also choose what fields you don't want to export. This
- can be handy if you're sharing your data, you can remove all
- local fields before sending your data to another library
-
- - Finally choose the file type and file name
-
- File export format
- |image311|
-
- - Choose to export your data in marc or marcxml format
-
- - Choose the name you want your file to save as
-
- - Click 'Export bibliographic records'
-
-`Export Authority Records <#exportauthority>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-At the top of the screen you need to pick what data you're exporting. If
-you're exporting authority records you want to click the 'Export
-authority records' tab.
-
-- Fill in the form in order to limit your export to a specific range or
- type of authority record (all fields are optional)
-
- Export authorities
- |image312|
-
-- Or you can choose a file of authids to exportAuthorities file
-
-- Next choose fields that you would like to exclude from the export
- separated by a space (no commas)
-
- Authority export options
- |image313|
-
- - If you'd like to exclude all subfields of the 200 for example just
- enter 200
-
- - If you'd like to exclude a specific subfield enter it beside the
- field value 100a will exclude just the subfield 'a' of the 100
-
-- Finally choose the file type and file name
-
- Export format
- |image314|
-
- - Choose to export your data in marc or marcxml format
-
- - Choose the name you want your file to save as
-
-- Click 'Export authority records'
-
-`Inventory/Stocktaking <#inventory>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Inventory/Stocktaking
-
-Koha's Inventory Tool can be used in one of two ways, the first is by
-printing out a shelf list that you can then mark items off on, or by
-uploading a text files of barcodes gathered by a portable scanner.
-
-If you do not have the ability to use your barcode scanner on the floor
-of the library, the first option available to you is to generate a shelf
-list based on criteria you enter.
-
-Inventory & Stocktaking Tool
-|image315|
-
-Choose which library, shelving location, call number range, item status
-and when the item was last seen to generate a shelf list that you can
-then print to use while walking around the library checking your
-collection
-
-Shelf List
-|image316|
-
-Alternatively you can export the list to a CSV file for altering in an
-application on your desktop. Simply check the box next to 'Export to csv
-file' to generate this file.
-
-Once you have found the items on your shelves you can return to this
-list and check off the items you found to have the system update the
-last seen date to today.
-
-If you have a portable scanner (or a laptop and USB scanner) you can
-walk through the library with the scanner in hand and scan barcodes as
-you come across them. Once finished you can then upload the text file
-generated by the scanner to Koha
-
-Barcode Import for Inventory Tool
-|image317|
-
-Choose the text file and the date you want to mark all items as seen and
-then scroll to the very bottom and click 'Submit.'
-
-`Label Creator <#labelcreator>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Label Creator
-
-The Label Creator allow you to use layouts and templates which you
-design to print a nearly unlimited variety of labels including barcodes.
-Here are some of the features of the Label Creator module:
-
-- Customize label layouts
-
-- Design custom label templates for printed labels
-
-- Build and manage batches of labels
-
-- Export single or multiple batches
-
-- Export single or multiple labels from within a batch
-
-- Export label data in one of three formats:
-
- - PDF - Readable by any standard PDF reader, making labels printable
- directly on a printer
-
- - CSV - Export label data after your chosen layout is applied
- allowing labels to be imported in to a variety of applications
-
- - XML - Included as an alternate export format
-
-`Templates <#labeltemplates>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Label Creator > Manage > Label templates
-
-A template is based on the label/card stock you are using. This might be
-Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery
-28371 for your patron cards, just to give a couple of examples. These
-labels will include all of the information you will need for setting up
-a Koha, this information may be on the packaging, and if not it can
-usually be found on the vendor's website.
-
-`Add a Template <#addlabeltemplate>`__
-''''''''''''''''''''''''''''''''''''''
-
-To add a new template, you want to click on the 'New' button at the top
-of the Label Creator and choosing 'Label template'.
-
-New Label Template Option
-|image318|
-
-Using the form that appears you can define the template for your sheet
-of labels or cards.
-
-Label Template Form
-|image319|
-
-- Template ID will be automatically generated after saving your
- template, this is simply a system generated unique id
-
-- Template Code should be something you can use to identify your
- template on a list of templates
-
-- You can use the Template Description to add additional information
- about the template
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for the template. This should probably match the
- unit of measurement used on the template description provided by the
- product vendor.
-
- Measurement Units
- |image320|
-
-- The measurements, number of columns and number of rows can be found
- on the vendor product packaging or website.
-
- - **Important**
-
- If you do not supply a left text margin in the template, a
- 3/16" (13.5 point) left text margin will apply by default.
-
-- A profile is a set of "adjustments" applied to a given template just
- prior to printing which compensates for anomalies unique and peculiar
- to a given printer (to which the profile is assigned).
-
- - Before picking a profile try printing some sample labels so that
- you can easily define a profile that is right for your
- printer/template combination.
-
- - After finding any anomalies in the printed document, `create a
- profile <#addlabelprofile>`__ and assign it to the template.
-
-After saving, your templates will appear on the 'Manage' area under
-'Label templates'.
-
-List of label templates
-|image321|
-
-`Profiles <#labelprofiles>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Label Creator > Manage > Printer Profiles
-
-A profile is a set of "adjustments" applied to a given
-`template <#addlabeltemplate>`__ just prior to printing which
-compensates for anomalies unique and peculiar to a given printer (to
-which the profile is assigned). This means if you set a template up and
-then print a sample set of data and find that the items are not all
-aligned the same on each label, you need to set up a profile for each
-printer to make up for the differences in printing styles, such as the
-shifting of text to the left, right, top or bottom.
-
-If your labels are printing just the way you want, you will not need a
-profile.
-
-`Add a Profile <#addlabelprofile>`__
-''''''''''''''''''''''''''''''''''''
-
-To add a new profile, you want to click on the 'New' button at the top
-of the Label Creator tool and choose 'Printer profile'.
-
-New Profile Button
-|image322|
-
-Using the form that appears you can create a profile to fix any problems
-with your template.
-
-Create a Printer Profile
-|image323|
-
-- The Printer Name and Paper Bin do not have to match your printer
- exactly, they are for your reference so you can remember what printer
- you have set the profile for. So if you want to use the Printer model
- number in printer name or you can call it 'the printer on my desk'
-
-- Template will be filled in once you have chosen which template to
- apply the profile to on the `template edit
- form <#addlabeltemplate>`__
-
-- The Units pull down is used to define what measurement scale you're
- going to be using for your profile.
-
- Units of Measurement
- |image324|
-
-- Offset describes what happens when the entire image is off center
- either vertically or horizontally and creep describes a condition
- where the distance between the labels changes across the page or up
- and down the page
-
- - For these values, negative numbers move the error up and to the
- left and positive numbers move the error down and to the right
-
- - Example: the text is .25" from the left edge of the first label,
- .28" from the left edge of the second label and .31" from the left
- edge of the third label. This means the horizontal creep should be
- set to .03" to make up for this difference.
-
-After saving, your profiles will appear on the 'Manage' area under
-'Printer profiles'.
-
-List of Profiles
-|image325|
-
-Once you have saved your new profile, you can return to the list of
-templates and choose to edit the template that this profile is for.
-
-`Layouts <#labellayouts>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Label Creator > Manage > Layouts
-
-A layout is used to define the fields you want to appear on your labels.
-
-`Add a Layout <#addlabellayout>`__
-''''''''''''''''''''''''''''''''''
-
-To add a new layout, you want to click on the 'New' button at the top of
-the Label Creator tool and choose 'Layout'.
-
-New Layout Button
-|image326|
-
-Using the form that appears you can create a profile to fix any problems
-with your template.
-
-Add New Layout
-|image327|
-
-- The name of your layout can be anything you'd like to help you
- identify it later.
-
-- If this is a barcode label you'll want to choose the encoding (Code
- 39 is the most common)
-
-- The layout type can be any combination of bibliographic information
- and/or barcode. For example a spine label would just be Biblio
- whereas a label for your circulation staff to use to checkout the
- book would probably be Biblio/Barcode.
-
-- The Bibliographic Data to Print includes any of the data fields that
- may be mapped to your MARC frameworks. You can choose from the preset
- list of fields or you can click on 'List Fields' and enter your own
- data. In 'List Fields', you can specify MARC subfields as a
- 4-character tag-subfield string: (ie. 254a for the title field), You
- can also enclose a whitespace-separated list of fields to concatenate
- on one line in double quotes. (ie. "099a 099b" or "itemcallnumber
- barcode"). The fields available are from the database tables list
- below. Finally you could add in static text strings in single-quote
- (ie. 'Some static text here.')
-
- - You can use the schema viewer (http://schema.koha-community.org)
- with the following tables to find field names to use:
-
- - Currently all fields in the following tables are used: items,
- biblioitems, biblio, branches
-
- List fields
- |image328|
-
-- Choose if the label maker should print out the guidelines around each
- label
-
-- Choose if you'd like Koha to try to split your call numbers (usually
- used on Spine Labels)
-
-- Finally choose your text settings such as alignment, font type and
- size.
-
-After saving, your layouts will appear on the 'Manage Layouts' page.
-
-`Batches <#labelbatches>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-- *Get there:* More > Tools > Label Creator > Manage > Label batches
-
-Batches are made up of the barcodes you would like to print. Once in
-this tool you can search for the item records you would like to print
-out labels for.
-
-`Add a Batch <#addlabelbatch>`__
-''''''''''''''''''''''''''''''''
-
-Batches can be created in one of two ways. The first is to click the
-'Create Label Batch' link on the '`Staged MARC
-Management <#managestaged>`__' page:
-
-Create Label Batch Link on Staged Records List
-|image329|
-
-The other is to choose to create a new batch from the label creator tool
-
-Create New Batch
-|image330|
-
-You will be brought to an empty batch with a box to scan barcodes or
-itemnumbers in to and an 'Add item(s)' button at the bottom of the page.
-
-Add Items
-|image331|
-
-You can either scan barcodes in to the box provided and click the 'Add
-item(s)' button or you can click the 'Add item(s)' button with the
-barcodes box empty. Clicking 'Add item(s)' with nothing in the barcodes
-box will open a search window for you to find the items you want to add
-to the batch.
-
-Search for items for a Batch
-|image332|
-
-From the search results, click the check box next to the items you want
-to add to the batch and click the 'Add checked' button. You can also add
-items one by one by clicking the 'Add' link to the left of each item.
-
-Batch search results
-|image333|
-
-Once you have added all of the items click the 'Done' button. The
-resulting page will list the items you have selected.
-
-List of items in the batch
-|image334|
-
-To print your labels, click the 'Export full batch' button. To print
-only some of the labels, click the 'Export selected item(s)' button.
-Either way you will be presented with a confirmation screen where you
-can choose your template and layout.
-
-Start batch export
-|image335|
-
-You will then be presented with three download options: PDF, Excel, and
-CSV.
-
-Batch save options
-|image336|
-
-After saving your file, simply print to the blank labels you have in
-your library.
-
-`Quick Spine Label Creator <#quicklabelcreator>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Quick Spine Label Creator
-
- **Note**
-
- This tool does not use the label layouts or templates, it simply
- prints a spine label in the first spot on the label sheet.
-
- - Define the fields you want to print on the spine label in the
- `SpineLabelFormat <#SpineLabelFormat>`__ system preference
-
- - Format your label printing by editing spinelabel.css found in
- koha-tmpl/intranet-tmpl/prog/en/css/
-
-To use this tool you simply need the barcode for the book you'd like to
-print the spine label for.
-
-Quick Spine Label Creator
-|image337|
-
-`MARC modification templates <#marcmodtemplates>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The MARC Modification Templates system gives Koha users the power to
-make alterations to MARC records automatically while staging MARC
-records for import.
-
-This tool is useful for altering MARC records from various
-venders/sources work with your MARC framework. The system essentially
-allows one to create a basic script using actions to Copy, Move, Add,
-Update and Delete fields.
-
-Start by adding a new template (a template can be made up of one or more
-actions) by entering a name and clicking 'Create template'.
-
-Add a new template
-|image338|
-
-Next you can add actions to the template by filling in the Action box.
-For example if you're loading in a batch of files from your EBook vendor
-you might want to add the biblio item type of EBOOK to the 942$c.Add
-action
-
-- Choose 'Add/Update'
-
-- Enter the field 942 and subfield c
-
-- Enter the value of 'EBOOK' (or whatever your ebook item type code is)
-
-- Provide a description so you can identify this action later
-
-- Click 'Add action'
-
-Each action can also have an optional condition to check the value or
-existance of another field. For example you might want to add the call
-number to the item record if it's not already there.
-
-Add conditional action
-|image339|
-
-- Choose 'Copy'
-
-- Decide if you want to copy the first occurance or all occurances of
- the field
-
-- Enter the field 090 (or other biblio call number field) and subfield
- a to copy
-
-- Enter the 952 field and o subfield to copy to
-
-- Choose 'if'
-
-- Enter the 952 field and o subfield
-
-- Choose "doesn't exist"
-
-- Provide a description so you can identify this action later
-
-- Click 'Add action'
-
-The Copy & Move actions also support Regular Expressions, which can be
-used to automatically modify field values during the copy/move. An
-example would be to strip out the '$' character in field 020$c.
-
-Add regex action
-|image340|
-
-- Choose 'Copy and replace'
-
-- Decide if you want to copy the first occurance or all occurances of
- the field
-
-- Enter the field 020 and subfield c to copy
-
-- Enter the 020 field and c subfield to copy to
-
-- Check the 'RegEx' box and enter your regular expression (in this case
- s/\\$// )
-
-- Choose 'if'
-
-- Enter the 020 field and c subfield
-
-- Choose "matches"
-
-- Check the 'RegEx' box and enter your regular expression (in this case
- m/^\\$/ )
-
-- Provide a description so you can identify this action later
-
-- Click 'Add action'
-
- **Note**
-
- The value for an update can include variables that change each time
- the template is used. Currently, the system supports two variables,
- \_\_BRANCHCODE\_\_ which is replaced with the branchcode of the
- library currently using the template, and \_\_CURRENTDATE\_\_ which
- is replaced with the current date in ISO format ( YYYY-MM-DD ).
-
-You could also use regular expressions to add your library's proxy URL
-in front of links in your MARC record.Add proxy URL
-
-- Choose 'Copy and replace'
-
-- Decide if you want to copy the first occurance or all occurances of
- the field
-
-- Enter the field 856 and subfield u to copy
-
-- Enter the 856 field and u subfield to copy to
-
-- Check the 'RegEx' box and enter your regular expression (in this case
- s/^/PROXY\_URL/ )
-
-- Provide a description so you can identify this action later
-
-- Click 'Add action'
-
-When choosing between 'Copy' and 'Copy and replace' keep the following
-example in mind:
-
-::
-
- 245 _aThe art of computer programming _cDonald E. Knuth.
- 300 _aA_exists _bB_exists
-
-If we apply action (a) Copy the whole field 245 to 300, we get:
-
-::
-
- 245 _aThe art of computer programming _cDonald E. Knuth.
- 300 _aA_exists _bB_exists
- 300 _aThe art of computer programming _cDonald E. Knuth.
-
-If we apply action (b) Copy the subfield 245$a to 300$a, we get:
-
-::
-
- 245 _aThe art of computer programming _cDonald E. Knuth.
- 300 _aThe art of computer programming _bB_exists
-
-Once your actions are saved you can view them at the top of the screen.
-Actions can be moved around using the arrows to the left of them.
-
-View actions
-|image341|
-
-Depending on your actions the order may be very important. For example
-you don't want to delete a field before you copy it to another field.
-
-To add another template you can either start fresh or click the
-'Duplicate current template' checkbox to create a copy of an existing
-template to start with.
-
-Duplicate template
-|image342|
-
-Once your template is saved you will be able to pick it when using the
-`Stage MARC Records for Import <#stagemarc>`__ tool.
-
-Choose template
-|image343|
-
-`Stage MARC Records for Import <#stagemarc>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Stage MARC records for import
-
-This tool can be used to import both bibliographic and authority records
-that are saved in MARC format. Importing records into Koha includes two
-steps. The first is to stage records for import.
-
-- First find the MARC file on your computer
-
- Stage MARC Records for Import
- |image344|
-
-- Next you will be presented with options for record matching and item
- imports
-
- Upload options
- |image345|
-
- - Enter 'Comments about this file' to identify your upload when
- going to the '`Manage Staged MARC Records <#managestaged>`__' tool
-
- - Tell Koha which type of file this is, bibliographic or authority
-
- Record type
- |image346|
-
- - Choose the character encoding
-
- Chracter encoding
- |image347|
-
- - Choose if you would like to use a `MARC Modification
- Template <#marcmodtemplates>`__ to alter the data you're about to
- import
-
- Choose modification template
- |image348|
-
- - Choose whether or not you want to look for matching records
-
- Look for matches
- |image349|
-
- - You can set up `record matching rules <#recordmatchingrules>`__
- through the administration area
-
- Matching rules
- |image350|
-
- - When using the ISBN matching rule Koha will find only exact
- matches. If you find that the ISBN match is not working to
- your satisfaction you can change the
- `AggressiveMatchOnISBN <#AggressiveMatchOnISBN>`__
- preference to 'Do' and then run your import again.
-
- - Next choose what to do with matching records if they are found
-
- - Finally choose what to do with records that are unique
-
- - Next you can choose whether or not to import the item data found
- in the MARC records (if the file you're loading is a bibliographic
- file)
-
- Import items
- |image351|
-
- - From here you can choose to always add items regardless of
- matching status, add them only if a matching bib was found, add
- items only if there was no matching bib record, replace items
- if a matching bib was found (The match will look at the
- itemnumbers and barcodes to match on for items. Itemnumbers
- take precendence over barcodes), or Ignore items and not add
- them.
-
-- Click 'Stage for import'
-
-- You will be presented with a confirmation of your MARC import
-
- MARC Import Confirmation
- |image352|
-
-- To complete the process continue to the `Manage Staged MARC Records
- Tool <#managestaged>`__
-
-`Staged MARC Record Management <#managestaged>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Staged MARC Record Management
-
-Once you have `staged <#stagemarc>`__ your records for import you can
-complete the import using this tool.
-
-List of Staged MARC Records
-|image353|
-
-- From the list of staged records, click on the file name that you want
- to finish importing
-
- - You will note that records that have already been imported will
- say so under 'Status'
-
-- A summary of your import will appear along with the option to change
- your matching rules
-
- Manage Staged Records Batch
- |image354|
-
-- Below the summary is the option to import the batch of bib records
- using a specific framework
-
- Choose Framework to Import Into
- |image355|
-
- - Choosing a framework other than 'Default' isn't necessary, but
- it's helpful for running reports and having the right bib level
- item type selected on import.
-
-- Below the framework selection there will be a list of the records
- that will be imported
-
- List of Staged Records
- |image356|
-
- - Review your summary before completing your import to make sure
- that your matching rule worked and that the records appear as you
- expect them to
-
- - Matches will appear with info under the 'Match details column'
-
- Matched record
- |image357|
-
- and when clicking the 'View' link under 'Diff' you can see the
- difference between versions.
-
- Record differences
- |image358|
-
-- Click 'Import into catalog' to complete the import
-
- Import summary
- |image359|
-
-- Once your import is complete a link to the new bib records will
- appear to the right of each title that was imported
-
-- You can also undo your import by clicking the 'Undo import into
- catalog' button
-
-Records imported using this tool remain in the 'reservoir' until they
-are cleaned. These items will appear when searching the catalog from the
-`Cataloging <#cataloging>`__ tool:
-
-Reservoir Results
-|image360|
-
-To clean items out of the 'reservoir':
-
-- Visit the main screen of the Manage Staged MARC Records tool
-
- List of Staged MARC Records
- |image361|
-
-- To clean a batch, click the 'Clean' button to the right
-
-- You will be presented with a confirmation message
-
- Clean MARC Records Confirmation
- |image362|
-
- - Accept the deletion and the records will be removed from the
- reservoir and the status will be changed to 'cleaned'
-
-`Upload Local Cover Image <#uploadlocalimages>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Catalog > Upload Local Cover Image
-
-This tool will allow you to upload cover images for the materials in
-your catalog. To access this tool, staff will need the
-`upload\_local\_cover\_images permission <#toolspermissions>`__. In
-order for images to show in the staff client and/or OPAC you will need
-to set your `LocalCoverImages <#LocalCoverImages>`__ and/or
-`OPACLocalCoverImages <#OPACLocalCoverImages>`__ preferences to
-'Display.' Images can be uploaded in batches or one by one.
-
- **Note**
-
- Koha does not have a maximum file size limit for this tool, but
- Apache may limit the maximum size of uploads (talk to your sys
- admin).
-
- **Note**
-
- When you want to upload multiple images onto a bib record, they will
- display left to right (then top to bottom, depending on screen real
- estate) in order of uploading, and the one on the left (the first
- one uploaded) will be the one used as a thumbnail cover in search
- results and on the detail page. There is no way to reorder cover
- images uploaded in this way, so be sure to upload them in the order
- you'd like them to appear.Multiple cover images on one record
-
-If uploading a single image:
-
-- Visit the tool and click the 'Browse' button to browse to the image
- on your local machine.
-
- Upload single cover image
- |image363|
-
-- Click 'Upload file'
-
-- Choose 'Image file' under the 'File type' section
-
-- Enter the biblionumber for the record you're attaching this image to.
- This is not the same as the barcode, this is the system generated
- number assigned by Koha.
-
- - Find the biblionumber by looking at the end of the URL in the
- address bar when on the detail page
-
- Biblionumber in URL
- |image364|
-
- - or by clicking on the MARC tab on the detail page in the staff
- client
-
- Biblionumber on MARC Record
- |image365|
-
-- If you would like to replace any other cover images you may have
- uploaded in the past, check the 'Replace existing covers' box under
- the 'Options' section
-
-- Click 'Process images'
-
-- You will be presented with a summary of the upload and a link to the
- record you have just added the image to
-
-If uploading a batch of images at once you will need to prepare a ZIP
-file first.
-
-- Enter in to the ZIP file all the images you are uploading
-
-- Also include a text file (\*.TXT) named either datalink.txt or
- idlink.txt listing the biblionumber followed by the image name for
- each image one per line
-
- - ex. 4091,image4091.jpg
-
- ZIP File Contents
- |image366|
-
-- Browse your local computer to the ZIP file
-
-- Click 'Upload file'
-
-- Choose 'Zip file' under the 'File type' section
-
-- If you would like to replace any other cover images you may have
- uploaded in the past, check the 'Replace existing covers' box under
- the 'Options' section
-
-- Click 'Process images'
-
-- You will be presented with a summary of the upload
-
- Upload Summary
- |image367|
-
- **Important**
-
- The source image is used to generate a 140 x 200 px thumbnail image
- and a 600 x 800 px full-size image. The original sized image
- uploaded will not be stored by Koha
-
-You will be able to see your cover images in the staff client on the
-detail page under the 'Image' tab in the holdings table at the bottom
-
-Cover images in the staff client
-|image368|
-
-In the OPAC the cover images will also appear in the images tab, as well
-as next to the title and on the search results.
-
-If you would like to remove a cover image you can click 'Delete image'
-below the image if you have the `upload\_local\_cover\_images
-permission <#toolspermissions>`__.
-
-`Additional Tools <#additionaltools>`__
----------------------------------------
-
-`Calendar <#calholidays>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Calendar
-
-Libraries can define library closings and holidays to be used when
-calculating due dates. You can make use of the Calendar by turning on
-the proper system preferences:
-
-- *Get there:*\ More > Administration > Global System Preferences >
- Circulation > `useDaysMode <#useDaysMode>`__
-
- - Choose the method for calculating due date - either include days
- the library is closed in the calculation or don't include them.
-
-- *Get there:* More > Administration > Global System Preferences >
- Circulation > `finescalendar <#finesCalendar>`__
-
- - This will check the holiday calendar before charging fines
-
-Calendar & Holidays Tools
-|image369|
-
-`Adding Events <#addevents>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Before adding events, choose the library you would like to apply the
-closings to. When adding events you will be asked if you would like to
-apply the event to one branch or all branches. To add events, simply
-
-- Click on the date on the calendar that you would like to apply the
- closing to
-
- Calendar Add Form
- |image370|
-
-- In the form that appears above the calendar, enter the closing
- information (for more info on each option click the question mark [?]
- to the right of the option)
-
- - Library will be filled in automatically based on the library you
- chose from the pull down at the top of the page
-
- - The day information will also be filled in automatically based on
- the date you clicked on the calendar
-
- - In the description enter the reason the library is closed
-
- - Next you can choose if this event is a one time event or if it is
- repeatable.
-
- - If this is a one day holiday choose 'Holiday only on this day'
-
- - If this is a weekly closing (like a weekend day) then you can
- choose 'Holiday repeated every same day of the week'
-
- - If this is an annual holiday closing choose 'Holiday repeated
- yearly on the same date'
-
- - If the library is going to be closed for the week or a range of
- time choose 'Holiday on a range' and enter a 'To Date' at the
- top
-
- - If the library is going to be closed for a range of time each
- year (such as summer holidays for schools) choose 'Holiday
- repeated yearly on a range' and enter a 'To Date' at the top
-
- - Finally decide if this event should be applied to all libraries or
- just the one you have originally selected
-
- - If you'd rather enter all the holidays and then copy them all
- to another branch all at once you can use the copy menu below
- the calendar
-
- Copy holidays
- |image371|
-
-- After saving you will see the event listed in the summary to the
- right the calendar
-
- Calendar Summary
- |image372|
-
-`Editing Events <#editevents>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To edit events
-
-- Click on the event on the calendar that you want to change (do this
- by clicking on the date on the calendar, not the event listed in the
- summary)
-
- Edit holiday form
- |image373|
-
-- From this form you can make edits to the holiday or delete the
- holiday completely.
-
- - All actions require that you click 'Save' before the change will
- be made.
-
-- Clicking on repeatable events will offer slightly different options
-
- Edit repeatable event
- |image374|
-
- - In the form above you will note that there is now an option to
- 'Generate an exception for this repeated holiday,' choosing this
- option will allow you to make it so that this date is not closed
- even though the library is usually closed on this date.
-
- - All actions require that you click 'Save' before the change
- will be made.
-
-`Additional Help <#calendarhelp>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-When adding or editing events you can get additional help by clicking on
-the question mark next to various different options on the form
-
-Additional Calendar Help Buttons
-|image375|
-
-`CSV Profiles <#csvprofiles>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > CSV Profiles
-
-CSV Profiles are created to define how you would like your cart or list
-to export.
-
-`Add CSV Profiles <#addcsvprofile>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To add a CSV Profile
-
-- Click 'CSV Profiles' from the Tools menu
-
-- The 'Profile type' determines what type of fields you plan to use
- (MARC or SQL) to define your profile
-
- - If you choose MARC then you will need to enter MARC fields
-
- MARC CSV Profile
- |image376|
-
- - If you choose SQL then you will need to enter SQL database fields
-
- SQL CSV Profile
- |image377|
-
- - The 'Profile name' will appear on the export pull down list when
- choosing 'Download' from your cart or list
-
- Download List
- |image378|
-
- - The 'Profile description' is for your own benefit, but will also
- appear in the OPAC when patrons download content, so make sure
- it's clear to your patrons as well
-
- - The 'CSV separator' is the character used to separate values and
- value groups
-
- **Note**
-
- The most common option here is comma because most spreadsheet
- applications know how to open files split by commas.
-
- - The 'Field separator' is the character used to separate duplicate
- fields
-
- - Example: You may have multiple 650 fields and this is the
- character that will appear in between each one in the column
-
- Field separators in between multiple subjects
- |image379|
-
- - The 'Subfield separator' is the character used to separate
- duplicate subfields
-
- - Example: You may have multiple $a subfields in a field
-
- - The 'Encoding' field lets you define the encoding used when saving
- the file
-
- - Finally format your CSV file using the 'Profile MARC' or 'Profile
- SQL' field
-
- - Define which fields or subfields you want to export, separated
- by pipes. Example : 200\|210$a\|301 for MARC and
- biblio.title\|biblio.author for SQL
-
- - **Note**
-
- You can also use your own headers (instead of the ones from
- Koha) by prefixing the field number with an header,
- followed by the equal sign. Example : Personal
- name=100\|title=245$a\|300
-
- When you have entered in all of the information for you profile,
- simply click 'Submit' and you will be presented with a confirmation
- that your profile has been saved.
-
- Confirmation of new CSV profile
- |image380|
-
-`Modify CSV Profiles <#editcsvprofile>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Once you have created at least one CSV Profile an 'Edit profile' tab
-will appear next to the 'New profile' button.
-
-Modify CSV Profiles
-|image381|
-
-- Choose the profile you would like to edit and alter the necessary
- fields.
-
-- After submitting your changes you will be presented with a
- confirmation message at the top of the screen
-
- Confirmation of CSV modification
- |image382|
-
-- To delete a profile, check the 'Delete selected profile' option
- before clicking 'Submit Query'
-
- Delete an existing CSV Profile
- |image383|
-
-`Using CSV Profiles <#usecsvprofiles>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Your CSV Profiles will appear on the export list or cart menu under the
-'Download' button in both the staff client and the OPAC
-
-CSV Profiles on Download Menu in the Staff Client
-|image384|
-
-`Log Viewer <#logviewer>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Log Viewer
-
-Actions within the Koha system are tracked in log files. Your `system
-preferences <#logs>`__ can be changed to prevent the logging of
-different actions. These logs can be viewed using the Log Viewer Tool.
-
-Log Viewer
-|image385|
-
-Choosing different combinations of menu options will produce the log
-file for that query.
-
-A query for all logs related to the Circulation module produces a result
-like this
-|image386|
-
-`News <#newstool>`__
-~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > News
-
-Koha's news module allows librarians to post news to the OPAC, staff
-interface and circulation receipts.
-
-Koha News Module
-|image387|
-
-To add news to either the OPAC, the Staff Client or a Circulation
-receipt:
-
-- Click 'New Entry'
-
- Add Koha News Form
- |image388|
-
- - Under 'Display Location' choose whether to put the news on the
- OPAC, Slip (circulation receipt) or the Librarian (Staff)
- Interface.Display location
-
- - Choose the library this news item will show for
-
- - Choose a title for your entry
-
- - Using the publication and expiration date fields you can control
- from which date and for how long your news item appears
-
- - Examples: (these assume today's date as 07-May-2015)
-
- - Publish on current date: set publication date as 07-May-2015
-
- - Schedule for publishing in future: set date later than
- 07-May-2015
-
- - Backdate the news item: set date earlier than 07-May-2015
-
- - 'Appear in position' lets you decide what order your news items
- appear in
-
- - The 'News' box allows for the use of HTML for formatting of your
- news item
-
-- After filling in all of the fields, click 'Submit'
-
-- News in the OPAC will appear above the
- `OpacMainUserBlock <#OpacMainUserBlock>`__
-
- News in the OPAC
- |image389|
-
- - Below the news in the OPAC there will be an RSS icon allowing you
- to subscribe to library newsNews RSS feed
-
-- News in the Staff Client will appear on the far left of the screen
-
- News in the Staff Client
- |image390|
-
-- News on the circulation receipts will appear below the items that are
- checked out
-
- News at the bottom of the circulation receipt
- |image391|
-
-- Depending on your choice for the
- `NewsAuthorDisplay <#NewsAuthorDisplay>`__ preference you will also
- see the person who created the news item (this uses the logged in
- person)
-
-`Task Scheduler <#taskscheduler>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Task Scheduler
-
-The task scheduler is a way to schedule reports to run whenever you
-want.
-
-To schedule a task, visit the Task Scheduler and fill in the form
-
-Task Scheduler
-|image392|
-
-- Current Server Time shows the time on your server (schedule all of
- your reports to run based on that time - not on your local time)
-
-- Time should be entered as hh:mm (2 digit hour, 2 digit minute)
-
-- Date should be entered using the calendar pop up
-
-- From Report choose the report you want to schedule
-
-- Choose whether to receive the text of or a link to the results
-
-- In the Email filed enter the email of the person you want to receive
- your report
-
-Below the task scheduler form, there is a list of scheduled reports
-
-Scheduled Tasks
-|image393|
-
-You can also schedule reports directly from the list of saved reports by
-clicking the 'Schedule' link
-
-Saved Reports List
-|image394|
-
-`Troubleshooting <#taskscedtroubleshoot>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Task scheduler will not work if the user the web server runs as doesn't
-have the permission to use it. To find out if the right user has the
-permissions necessary, check /etc/at.allow to see what users are in it.
-If you don't have that file, check etc/at.deny. If at.deny exists but is
-blank, then every user can use it. Talk to your system admin about
-adding the user to the right place to make the task scheduler work.
-
-`Quote of the Day (QOTD) Editor <#QOTDEditor>`__
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Edit quotes for QOTD
- feature
-
-This tool will allow you to add and edit quotes to show on the OPAC if
-you're using the Quote of the Day (QOTD) feature.
-
-To turn this feature on set the `QuoteOfTheDay <#QuoteOfTheDay>`__
-preference to 'Enable and add at least one quote via the Quote of the
-Day Editor. Once these steps are complete you will see your quotes above
-the `OpacMainUserBlock <#OpacMainUserBlock>`__ in the OPAC:
-
-Quote in the OPAC
-|image395|
-
-`Add a Quote <#addquote>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-To add a quote:
-
-- Click the 'Add quote' button in the toolbar and an empty quote entry
- will be added to the end of the current quote list.
-
- Add quote button
- |image396|
-
- - **Important**
-
- Both the 'Source' and the 'Text' fields must be filled in in
- order to save the new quote.
-
- Add quote
- |image397|
-
-- When finished filling in both fields, press the <Enter> key on your
- keyboard to save the new quote.
-
-- The list will update and the new quote should now be visible in the
- list.
-
- **Note**
-
- You may cancel the addition of a new quote any time prior to saving
- it simply by pressing the <Esc> key on your keyboard.
-
-`Edit/Delete a Quote <#editquote>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Once the current quote pool has been loaded into the editing table, you
-may edit the quote source and text.
-
-- Edit either the 'Source' or 'Text' fields by clicking on the desired
- field.
-
- Edit quote
- |image398|
-
-- When you are finished editing a field, press the <Enter> key on your
- keyboard to save the changes.
-
-The list will be updated, the edits saved, and visible.
-
-If you'd like you can also delete quote(s).
-
-- Select the quote(s) you desire to delete by clicking on the
- corresponding quote id.
-
-- Once quote selection is finished, simply click the 'Delete quote(s)'
- button.
-
-- You will be prompted to confirm the deletion.
-
-- After confirming the deletion, the list will update and the quote(s)
- will no longer appear.
-
-`Import Quotes <#importquote>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-If you'd like you can import a batch of quotes as a CSV file. Your file
-must contain two columns in the form: "source","text" with no header
-row.
-
- **Note**
-
- You will be prompted to confirm upload of files larger than 512KB.
-
-- To start the import process click the 'Import quotes' button at the
- top of the screen
-
- Import quotes button
- |image399|
-
-- Once on the import quotes screen you can browse your computer for the
- file you would like to import
-
- Import quotes
- |image400|
-
-- After selecting the CSV file, click the 'Open' button and the file
- will be uploaded into a temporary editing table.
-
- Imported quotes
- |image401|
-
-- From the listing you can edit either the 'Source' or 'Text' fields by
- clicking on the desired field. When you are finished editing a field,
- press the <Enter> key on your keyboard to save the changes.
-
- Edit imported quote
- |image402|
-
-- You can also delete quotes from this listing before completing the
- import.
-
- - Select the quote(s) you desire to delete by clicking on the
- corresponding quote id.
-
- Selected for deletion
- |image403|
-
- - Once quote selection is finished, simply click the 'Delete
- quote(s)' key.
-
- Delete quote(s)
- |image404|
-
- - You will be prompted to confirm the deletion.
-
- Confirm deletion
- |image405|
-
- - After confirming the deletion, the list will update and the
- quote(s) will no longer appear.
-
-- Once you are satisfied with the quotes, click the 'Save quotes'
- button in the toolbar at the top and the quotes will be saved.
-
- Save quotes button
- |image406|
-
-`Upload <#uploadtool>`__
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-- *Get there:* More > Tools > Additional Tools > Upload
-
-This tool will allow you to upload files to your Koha system for
-selection from the `Cataloging form <#uploadbibfile>`__.
-
-`Upload Files <#uploadfiles>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-When you first visit the Upload tool you might see a warning about
-missing a category.Upload to temprorary
-
-Categories are defined in the `authorized value <#authorizedvalues>`__
-in the UPLOAD category. If you do not have upload categories then your
-files will be temporary and will be deleted the next time the server is
-rebooted. Once you have a value in the UPLOAD authorized value category
-you will see a Category pull down below the 'Browse' button.Upload to
-category
-
-Browse your computer a file, choose a category and decide if the public
-will be able to download this file via the OPAC. Once your file is
-uploaded you will be presented with a confirmation.Upload confirmation
-
-`Search Files <#searchuploads>`__
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-All uploaded files are searchable from below the upload form. Using the
-form you can search any part of the filename and/or the Hashvalue.Search
-uploaded files
-
-You will be presened with the results of your search.Search results
+.. include:: images.rst\r
+\r
+Tools\r
+=====\r
+\r
+Tools in Koha all perform some sort of action. Often many of the items\r
+listed under Tools in Koha are referred to as 'Reports' in other library\r
+management systems.\r
+\r
+- *Get there:* More > Tools\r
+\r
+`Patrons and Circulation <#patrontools>`__\r
+------------------------------------------\r
+\r
+`Patron lists <#patronlists>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Patron lists\r
+\r
+Patron lists are a way to store a group of patrons for easy modification\r
+via the `batch patron modification tool <#batchpatronmod>`__ or\r
+reporting.\r
+\r
+Patron lists\r
+|image245|\r
+\r
+To create a new list of patrons click the 'New patron list' button\r
+\r
+New patron list\r
+|image246|\r
+\r
+Enter a list name and save the list.\r
+\r
+Empty patron list\r
+|image247|\r
+\r
+Each list has an 'Actions' menu with more list options.Patron list\r
+actions\r
+\r
+To add patrons to the list click the 'Add patrons' link in the 'Actions'\r
+menu.\r
+\r
+Add patron to a list\r
+|image248|\r
+\r
+Enter the patron's name or cardnumber in the search box and click on the\r
+right result to add the patron.\r
+\r
+Patrons to add\r
+|image249|\r
+\r
+Once you have all of the patrons you would like to add you can click the\r
+'Add patrons' button to save them to the list.\r
+\r
+List of patrons\r
+|image250|\r
+\r
+`Comments <#comments>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Comments\r
+\r
+All comments added by patrons via the OPAC to bibliographic records\r
+require moderation by the librarians. If there are comments awaiting\r
+moderation they will be listed on the main page of the staff client\r
+below the module list:\r
+\r
+Comments pending approval\r
+|image251|\r
+\r
+and next to the Comments tool on the Tools ModuleComment count on Tools\r
+\r
+To moderate comments click on the notification on the main dashboard or\r
+go directly to the Comments Tool and click 'Approve' or 'Delete' to the\r
+right of the comments awaiting moderation.\r
+\r
+Comment awaiting moderation\r
+|image252|\r
+\r
+If there are no comments to moderate you will see a message saying just\r
+that\r
+\r
+No comments to moderate\r
+|image253|\r
+\r
+You can also review and unapprove comments you have approved in the past\r
+by choosing the 'Approved comments' tab\r
+\r
+Approved comments\r
+|image254|\r
+\r
+`Patron Import <#patronimport>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Import Patrons\r
+\r
+The patron import tool can be used at any time to add patrons in bulk.\r
+It is commonly used in universities and schools when a new batch of\r
+students registers.\r
+\r
+`Creating Patron File <#createpatronfile>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Your Koha installation comes with a blank CSV file that you can use as a\r
+template for your patron records. If you would like to create the file\r
+yourself, make sure that your file has the following fields in this\r
+order as the header row:\r
+\r
+cardnumber, surname, firstname, title, othernames, initials,\r
+streetnumber, streettype, address, address2, city, state, zipcode,\r
+country, email, phone, mobile, fax, emailpro, phonepro, B\_streetnumber,\r
+B\_streettype, B\_address, B\_address2, B\_city, B\_state, B\_zipcode,\r
+B\_country, B\_email, B\_phone, dateofbirth, branchcode, categorycode,\r
+dateenrolled, dateexpiry, gonenoaddress, lost, debarred,\r
+debarredcomment, contactname, contactfirstname, contacttitle,\r
+guarantorid, borrowernotes, relationship, ethnicity, ethnotes, sex,\r
+password, flags, userid, opacnote, contactnote, sort1, sort2,\r
+altcontactfirstname, altcontactsurname, altcontactaddress1,\r
+altcontactaddress2, altcontactaddress3, altcontactstate,\r
+altcontactzipcode, altcontactcountry, altcontactphone, smsalertnumber,\r
+privacy, patron\_attributes\r
+\r
+ **Important**\r
+\r
+ The 'password' should be stored in plaintext, and will be converted\r
+ to a Bcrypt hash.\r
+\r
+ If your passwords are already encrypted, talk to your systems\r
+ administrator about options\r
+\r
+ **Important**\r
+\r
+ Date formats should match your `system preference <#dateformat>`__,\r
+ and must be zero-padded, e.g. '01/02/2008'.\r
+\r
+ **Important**\r
+\r
+ The fields 'branchcode', 'categorycode' and all fields you have\r
+ defined in the `BorrowerMandatoryField <#BorrowerMandatoryField>`__\r
+ preference are required and must match valid entries in your\r
+ database.\r
+\r
+ **Note**\r
+\r
+ If loading `patron attributes <#patronattributetypes>`__, the\r
+ 'patron\_attributes' field should contain a comma-separated list of\r
+ attribute types and values.\r
+\r
+ - The attribute type code and a colon should precede each value.\r
+\r
+ - For example: "INSTID:12345,BASEBALL:Cubs"\r
+\r
+ - This field must be wrapped in quotes if multiple values are\r
+ defined.\r
+\r
+ - Since values can contain spaces, additional doubled-quotes may\r
+ be required:\r
+\r
+ - "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox"""\r
+\r
+ - When replacing a patron record, any attributes specified in\r
+ the input file replace all of the attribute values of any type\r
+ that were previously assigned to the patron record.\r
+\r
+`Importing Patrons <#importpatrons>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Once you have created your file, you can use the Patron Import Tool to\r
+bring the data into Koha.\r
+\r
+- Choose your CSV file\r
+\r
+ Import Patron Form\r
+ |image255|\r
+\r
+- Choose to match on 'Cardnumber' or 'Username' to prevent adding of\r
+ duplicate card numbers to the system\r
+\r
+ Patron match options\r
+ |image256|\r
+\r
+- Next you can choose default values to apply to all patrons you are\r
+ importing\r
+\r
+ - ex. If you're importing patrons specific to one branch you can use\r
+ the field on the Import form to apply the branch code to all those\r
+ you are importing.\r
+\r
+- Finally you need to decide on what data you want to replace if there\r
+ are duplicates.\r
+\r
+ If match found\r
+ |image257|\r
+\r
+ - A matching record is found using the field you chose for matching\r
+ criteria to prevent duplication\r
+\r
+ - If you included patron attributes in your file you can decide\r
+ whether to add your values to existing values or erase existing\r
+ values and enter only your new values.\r
+\r
+`Notices & Slips <#notices>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Notices & Slips\r
+\r
+All notices and circulation receipts (or slips) generated by Koha can be\r
+customized using the Notices & Slips Tool. The system comes with several\r
+predefined templates that will appear when you first visit this tool.\r
+\r
+Notices & Slips Tool\r
+|image258|\r
+\r
+Each notice can be edited, but only a few can be deleted, this is to\r
+prevent system errors should a message try to send without a template.\r
+Each notice and slip can be edited on a per library basis, by default\r
+you will see the notices for all libraries.\r
+\r
+If you have a style you'd like applied to all slips you can point the\r
+`SlipCSS <#SlipCSS>`__ preference to a stylesheet. The same is true for\r
+notices, using the `NoticeCSS <#NoticeCSS>`__ preference to define a\r
+stylesheet.\r
+\r
+You will also want to review the `Notices & Slips Field\r
+Guide <#noticesfieldguide>`__ for more information on formatting these\r
+notices.\r
+\r
+`Adding Notices & Slips <#addnotices>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+To add a new notice or slip\r
+\r
+- Click 'New Notice'\r
+\r
+ New Notice Form\r
+ |image259|\r
+\r
+- Choose which library this notice or slip is for\r
+\r
+ - **Important**\r
+\r
+ Not all notices can be branch specific for more information\r
+ review the `Notices & Slips Field\r
+ Guide <#noticesfieldguide>`__ in this manual.\r
+\r
+- Choose the module this notice is related to\r
+\r
+- The Code is limited to 20 characters\r
+\r
+ - **Important**\r
+\r
+ When working with the overdue notices you want each notice at\r
+ each branch to have a unique code. Think about using the\r
+ branch code in front of the notice code for each branch.\r
+\r
+- Use the name field to expand on your Code\r
+\r
+ - **Note**\r
+\r
+ With overdue notices, be sure to put your branch name in the\r
+ description as well so that it will be visible when setting up\r
+ your `triggers <#noticetriggers>`__.\r
+\r
+- Next you can customize the notice for every possible delivery method\r
+\r
+ - Every notice should have an Email template set for itNew Email\r
+ notice\r
+\r
+ - If you're using the\r
+ `TalkingTechItivaPhoneNotification <#TalkingTechItivaPhoneNotification>`__\r
+ service you can set up a Phone notificationNew Phone notice\r
+\r
+ - If you plan on printing this notice you can set the Print template\r
+ nextNew Print notice\r
+\r
+ - If you have enabled SMS notices with the\r
+ `SMSSendDriver <#SMSSendDriver>`__ preference you can set the text\r
+ for your SMS notices nextNew SMS notice\r
+\r
+- Each notice offers you the same options\r
+\r
+ - If you plan on writing the notice or slip in HTML check the 'HTML\r
+ Message' box, otherwise the content will be generated as plain\r
+ text\r
+\r
+ - Message Subject is what will appear in the subject line of the\r
+ email\r
+\r
+ - In the message body feel free to type whatever message you feel is\r
+ best, use the fields on the left hand side to enter individualized\r
+ data from the from database.\r
+\r
+ - **Note**\r
+\r
+ Review the `Notices & Slip Field\r
+ Guide <#noticesfieldguide>`__ for info on what fields can\r
+ be used here.\r
+\r
+ - **Important**\r
+\r
+ Overdue notices can use <<items.content>> tags by\r
+ themselves, or use <item></item> to span all of the tags.\r
+ Learn more about the `Overdue Notice\r
+ Markup <#noticemarkup>`__\r
+\r
+ - On overdue notices make sure to use <<items.content>>\r
+ tags to print out the data related to all items that are\r
+ overdue.\r
+\r
+ - The other option, only for overdue notices, is to use\r
+ the <item></item> tags to span the line so that it will\r
+ print out multiple lines One example for the\r
+ <item></item> tag option is:\r
+\r
+ <item>"<<biblio.title>>" by <<biblio.author>>,\r
+ <<items.itemcallnumber>>, Barcode: <<items.barcode>> ,\r
+ Checkout date: <<issues.issuedate>>, Due date:\r
+ <<issues.date\_due>> Fine: <<items.fine>> Due date:\r
+ <<issues.date\_due>> </item>\r
+\r
+ - **Important**\r
+\r
+ Only the overdue notices take advantage of the\r
+ <item></item> tags, all other notices referencing items\r
+ need to use <<items.content>>\r
+\r
+ - **Note**\r
+\r
+ To add today's date you can use the <<today>> syntax\r
+\r
+ - **Note**\r
+\r
+ If you don't want to print the patron's full name on your\r
+ slips or notice you can enter data in the Other name or\r
+ Initials field for each patron and use that value instead.\r
+\r
+`Overdue Notice Markup <#noticemarkup>`__\r
+'''''''''''''''''''''''''''''''''''''''''\r
+\r
+When creating your overdue notices there are two tags in addition to the\r
+various database fields that you can use in your notices. You will also\r
+want to review the `Notices & Slips Field Guide <#noticesfieldguide>`__\r
+for information on formatting item information in these notices.\r
+\r
+ **Important**\r
+\r
+ These new tags only work on the overdue notices, not other\r
+ circulation related notices at this time.\r
+\r
+These tags are <item> and </item> which should enclose all fields from\r
+the biblio, biblioitems, and items tables.\r
+\r
+An example of using these tags in a notice template might be like:\r
+\r
+::\r
+\r
+ The following item(s) is/are currently overdue:\r
+\r
+ <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>\r
+\r
+Which, assuming two items were overdue, would result in a notice like:\r
+\r
+::\r
+\r
+ The following item(s) is/are currently overdue:\r
+\r
+ "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50\r
+ "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50\r
+\r
+`Existing Notices & Slips <#existingnotices>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Among the default notices are notices for several common actions within\r
+Koha. All of these notices can be customized by altering their text via\r
+the Notices & Slips tool and their style using the\r
+`NoticeCSS <#NoticeCSS>`__ preference to define a stylesheet. You will\r
+also want to review the `Notices & Slips Field\r
+Guide <#noticesfieldguide>`__ for information on formatting item\r
+information in these notices. Here are some of what those notices do:\r
+\r
+- ACCTDETAILS\r
+\r
+ - Sent to patrons when their account is set up if the\r
+ `AutoEmailOPACUser <#AutoEmailOPACUser>`__ preference is set to\r
+ 'Send'\r
+\r
+- ACQCLAIM (Acquisition Claim)\r
+\r
+ - Used in the claim acquisition module\r
+\r
+ - *Get there:* More > Acquisitions > Late issues\r
+\r
+- CHECKIN\r
+\r
+ - This notice is sent as the 'Check in' notice for all items that\r
+ are checked in\r
+\r
+ - This notice is used if two criteria are met:\r
+\r
+ 1. The\r
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__\r
+ is set to 'Allow'\r
+\r
+ 2. The patron has requested to receive this notice\r
+\r
+ - *Get there:*\ OPAC > Login > my messaging\r
+\r
+ - *Get there:*\ Staff Client > Patron Record >\r
+ `Notices <#patnotices>`__\r
+\r
+- CHECKOUT\r
+\r
+ - This notice is sent as the 'Check out' notice for all items that\r
+ are checked out\r
+\r
+ - This notice is used if two criteria are met:\r
+\r
+ 1. The\r
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__\r
+ is set to 'Allow'\r
+\r
+ 2. The patron has requested to receive this notice\r
+\r
+ - *Get there:*\ OPAC > Login > my messaging\r
+\r
+ - *Get there:*\ Staff Client > Patron Record >\r
+ `Notices <#patnotices>`__\r
+\r
+- DUE\r
+\r
+ - This notice is sent as the 'Item due' for an item is due\r
+\r
+ - This notice is used if two criteria are met:\r
+\r
+ 1. The\r
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__\r
+ is set to 'Allow'\r
+\r
+ 2. The patron has requested to receive this notice\r
+\r
+ - *Get there:*\ OPAC > Login > my messaging\r
+\r
+ - *Get there:*\ Staff Client > Patron Record >\r
+ `Notices <#patnotices>`__\r
+\r
+- DUEDGST\r
+\r
+ - This notice is sent as the 'Item due' for all items that are due\r
+\r
+ - This notice is used if two criteria are met:\r
+\r
+ 1. The\r
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__\r
+ is set to 'Allow'\r
+\r
+ 2. The patron has requested to receive this notice as a digest\r
+\r
+ - *Get there:*\ OPAC > Login > my messaging\r
+\r
+ - *Get there:*\ Staff Client > Patron Record >\r
+ `Notices <#patnotices>`__\r
+\r
+- HOLD (Hold Available for Pickup)\r
+\r
+ - This notice is used if two criteria are met:\r
+\r
+ 1. The\r
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__\r
+ is set to 'Allow'\r
+\r
+ 2. The patron has requested to receive this notice\r
+\r
+ - *Get there:*\ OPAC > Login > my messaging\r
+\r
+ - *Get there:*\ Staff Client > Patron Record >\r
+ `Notices <#patnotices>`__\r
+\r
+ - When this notice references the branches table it is referring to\r
+ the pickup branch information.\r
+\r
+- HOLDPLACED (a notice to the library staff that a hold has been\r
+ placed)\r
+\r
+ - This notice requires the\r
+ `emailLibrarianWhenHoldIsPlaced <#emailLibrarianWhenHoldIsPlaced>`__\r
+ system preference to be set to 'Enable'\r
+\r
+ - When this notice references the branches table it is referring to\r
+ the pickup branch information.\r
+\r
+- MEMBERSHIP\_EXPIRY\r
+\r
+ - This notice can be sent to patrons to warn them that their cards\r
+ are expiring soon.\r
+\r
+ - Requires that you have the\r
+ `MembershipExpiryDaysNotice <#MembershipExpiryDaysNotice>`__ set\r
+ and the `related cron job <#patronexpirycron>`__ set.\r
+\r
+- ODUE (Overdue Notice)\r
+\r
+ - This notice is used to send Overdue Notices to Patrons\r
+\r
+ - See a `Sample Overdue Notice <#samplenotice>`__\r
+\r
+ - Requires that you set `Overdue Notice/Status\r
+ Triggers <#noticetriggers>`__\r
+\r
+- PREDUE\r
+\r
+ - This notice is sent as the 'Advanced notice' for an item is due\r
+\r
+ - This notice is used if two criteria are met:\r
+\r
+ 1. The\r
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__\r
+ is set to 'Allow'\r
+\r
+ 2. The patron has requested to receive this notice\r
+\r
+ - *Get there:*\ OPAC > Login > my messaging\r
+\r
+ - *Get there:*\ Staff Client > Patron Record >\r
+ `Notices <#patnotices>`__\r
+\r
+- PREDUEDGST\r
+\r
+ - This notice is sent as the 'Advanced notice' for all items that\r
+ are due\r
+\r
+ - This notice is used if two criteria are met:\r
+\r
+ 1. The\r
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__\r
+ is set to 'Allow'\r
+\r
+ 2. The patron has requested to receive this notice as a digest\r
+\r
+ - *Get there:*\ OPAC > Login > my messaging\r
+\r
+ - *Get there:*\ Staff Client > Patron Record >\r
+ `Notices <#patnotices>`__\r
+\r
+- RENEWAL\r
+\r
+ - This notice is sent as the 'Check out' notice for all items that\r
+ are renewed\r
+\r
+ - This notice is used if three criteria are met:\r
+\r
+ 1. The\r
+ `EnhancedMessagingPreferences <#EnhancedMessagingPreferences>`__\r
+ is set to 'Allow'\r
+\r
+ 2. The `RenewalSendNotice <#RenewalSendNotice>`__ preference is\r
+ set to 'Send'\r
+\r
+ 3. The patron has requested to receive the checkout notice\r
+\r
+ - *Get there:*\ OPAC > Login > my messaging\r
+\r
+ - *Get there:*\ Staff Client > Patron Record >\r
+ `Notices <#patnotices>`__\r
+\r
+- RLIST (Routing List)\r
+\r
+ - Used in the serials module to notify patrons/staff of new issues\r
+ of a serial\r
+\r
+ - *Get there:* More > Serials > `New\r
+ Subscription <#newsubscription>`__\r
+\r
+ - You have the option to select the 'Routing List' notice when\r
+ creating a new subscription (Choose from the 'Patron notification'\r
+ drop down).\r
+\r
+ - **Note**\r
+\r
+ Notice also that if you'd like to notify patrons of new serial\r
+ issues, you can click on 'define a notice' which will take you\r
+ to the 'Notices' tool\r
+\r
+- SHARE\_ACCEPT\r
+\r
+ - Used to notify a patron when another patron has accepted their\r
+ shared list.\r
+\r
+ - Requires that you set\r
+ `OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__\r
+ to 'Allow'\r
+\r
+- SHARE\_INVITE\r
+\r
+ - Used to notify a patron that another patron would like to share a\r
+ list with them.\r
+\r
+ - Requires that you set\r
+ `OpacAllowSharingPrivateLists <#OpacAllowSharingPrivateLists>`__\r
+ to 'Allow'\r
+\r
+- TO\_PROCESS\r
+\r
+ - Used to notify a staff member if a purchase suggestion has been\r
+ moved to the fund they manage\r
+\r
+ - Requires the\r
+ `notice\_unprocessed\_suggestions <#emailsuggestfund>`__ cron job\r
+\r
+There are also a set of predefined slips (or receipts) listed on this\r
+page. All of these slips can be customized by altering their text via\r
+the Notices & Slips tool and their style using the\r
+`SlipCSS <#SlipCSS>`__ preference to define a stylesheet. Here is what\r
+those slips are used for:\r
+\r
+- ISSUEQSLIP\r
+\r
+ - Used to print the quick slip in circulation\r
+\r
+ - The quick slip only includes items that were checked out today\r
+\r
+- ISSUESLIP\r
+\r
+ - Used to print a full slip in circulation\r
+\r
+ - The slip or receipt will show items checked out today as well as\r
+ items that are still checked out\r
+\r
+- HOLD\_SLIP\r
+\r
+ - Used to print a holds slip\r
+\r
+ - The holds slip is generated when a hold is confirmed\r
+\r
+- TRANSFERSLIP\r
+\r
+ - Used to print a transfer slip\r
+\r
+ - The transfer slip is printed when you confirm a transfer from one\r
+ branch to another in your system\r
+\r
+`Overdue Notice/Status Triggers <#noticetriggers>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Overdue\r
+ Notice/Status Triggers\r
+\r
+In order to send the overdue notices that you defined using the\r
+`Notices <#notices>`__ tool, you need to first set the triggers to have\r
+these messages.\r
+\r
+ **Important**\r
+\r
+ In order to have overdue notices sent to your patrons, you need to\r
+ `set that patron category <#addingpatroncat>`__ to require overdue\r
+ notices.\r
+\r
+ **Important**\r
+\r
+ Depending on the value of your\r
+ `OverdueNoticeCalendar <#OverdueNoticeCalendar>`__ preference the\r
+ delay may or may not include days the library is closed based on the\r
+ `holiday calendar <#calholidays>`__.\r
+\r
+The Overdue Notice/Status Triggers tool gives the librarian the power to\r
+send up to three notices to each patron type notifying them of overdue\r
+items\r
+\r
+Overdue Notice/Status Triggers Tool\r
+|image260|\r
+\r
+- Delay is the number of days after an issue is due before an action is\r
+ triggered.\r
+\r
+ - **Important**\r
+\r
+ If you want Koha to trigger an action (send a letter or\r
+ restrict member), a delay value is required.\r
+\r
+- To send additional notices, click on the tabs for 'Second' and\r
+ 'Third' notice\r
+\r
+- If you would like to prevent a patron from checking items out because\r
+ of their overdue items, check the 'Restrict' box, this will put a\r
+ notice on the patron's record at checkout informing the librarian\r
+ that the patron cannot check out due to overdue items.\r
+\r
+ - If you choose to restrict a patron in this way you can also have\r
+ Koha automatically remove that restriction with the\r
+ `AutoRemoveOverduesRestrictions <#AutoRemoveOverduesRestrictions>`__\r
+ preference.\r
+\r
+- Next you can choose the delivery method for the overdue notice. You\r
+ can choose from Email, Phone (if you are using the `iTiva Talking\r
+ Tech service <#TalkingTechItivaPhoneNotification>`__), Print and SMS\r
+ (if you have set your `SMSSendDriver <#SMSSendDriver>`__).\r
+\r
+ - **Note**\r
+\r
+ The Feed option is not yet a feature in Koha, it is there for\r
+ future development.\r
+\r
+- See a `Sample Overdue Notice <#samplenotice>`__\r
+\r
+`Patron Card Creator <#patroncardcreator>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patron Card Creator\r
+\r
+The Patron Card Creator allow you to use layouts and templates which you\r
+design to print your custom patron cards on your printer. Here are some\r
+of the features of the Patron Card Creator module:\r
+\r
+- Customize patron card layouts with text retrieved from the Koha\r
+ patron data\r
+\r
+- Design custom card templates for printed patron cards (to match the\r
+ label sheets)\r
+\r
+- Build and manage batches of patron cards to print\r
+\r
+- Export (as PDF) single or multiple batches to print\r
+\r
+- Export (as PDF) single or multiple patron cards from within a batch\r
+\r
+`Layouts <#cardlayouts>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Patron Card Creator > Manage > Layouts\r
+\r
+A layout defines the text and images that will be printed on to the card\r
+and where it will appear.\r
+\r
+ **Note**\r
+\r
+ Up to three lines of text, the patron's number in barcode\r
+ representation and up to two images can be printed on to the card.\r
+\r
+`Add a Layout <#addcardlayout>`__\r
+'''''''''''''''''''''''''''''''''\r
+\r
+If you have no layouts defined, you will add a new layout by clicking\r
+the 'New' button and choosing 'Layout'.New layout button\r
+\r
+You may also choose to press 'Manage layout' on the left side. Here you\r
+are offered a list of available layouts you can select for editing. But\r
+at the top of the page there is still the 'New layout' button.\r
+\r
+Add New Layout\r
+|image261|\r
+\r
+- The name you assign to the layout is for your benefit, name it\r
+ something that will be easy to identify at a later date\r
+\r
+- The Units pull down is used to define what measurement scale you're\r
+ going to be using for your layout.\r
+\r
+ Units of Measurement\r
+ |image262|\r
+\r
+ - **Note**\r
+\r
+ A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch\r
+ is 25.4 SI Millimeters\r
+\r
+- Next note if this layout is for the front or the back of the patron\r
+ card\r
+\r
+ - **Note**\r
+\r
+ You will need a layout for both the front and back of your\r
+ card if you have 2-sided library cards, this option doesn't\r
+ allow you to print two sided cards, just lets you track which\r
+ side of the card you're designing.\r
+\r
+- You have the option of adding up to 3 lines of text to your card.\r
+ Your text can be static text of your choosing and/or fields from the\r
+ patron record. If you want to print fields from the patron record you\r
+ want to put the field names in brackets like so - <firstname>\r
+\r
+ - **Note**\r
+\r
+ A full list of field names can be found in the database schema\r
+ at http://schema.koha-community.org\r
+\r
+- For each line of text, you can choose your font, font size and the\r
+ location of the text on the card using the lower X and Y coordinates\r
+\r
+- In order to show the barcode and the patron card number you will need\r
+ to check the 'Print Card Number as Barcode' option. This will turn\r
+ the patron card number into a barcode. If you want the number to\r
+ print in human readable format you will need to check the 'Print Card\r
+ Number as Text Under Barcode' option.\r
+\r
+- Finally you can choose up to two images to print on the card.\r
+\r
+ - One can be the `patron image <#uploadpatronimages>`__ which you\r
+ can resize to meet your needs.\r
+\r
+ - The other image can be something like a library logo or symbol\r
+ that you uploaded using the '`Manage\r
+ Images <#managecardimages>`__' module of the Patron Card Creator\r
+ Tool.\r
+\r
+ **Important**\r
+\r
+ It is the designers responsibility to define textlines, barcode and\r
+ images such that overlap is avoided.\r
+\r
+After saving, your layouts will appear on the 'Manage layouts' page.\r
+\r
+Manage Layouts\r
+|image263|\r
+\r
+`Templates <#patrontemplate>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Patron Card Creator > Manage > Card\r
+ templates\r
+\r
+A template describes the arrangement of labels on the label sheet/card\r
+stock you are using. This might be Avery 5160 for address labels,\r
+Gaylord 47-284 for spine labels or Avery 28371 for your patron cards,\r
+just to give a couple of examples. All of the information you will need\r
+for setting up a template may be on the packaging, and if not it can\r
+usually be found on the vendor's website or can be measured from a\r
+sample sheet.\r
+\r
+`Add a Template <#addcardtemplate>`__\r
+'''''''''''''''''''''''''''''''''''''\r
+\r
+To add a new template click on the 'New template' button at the top of\r
+your page which brings you to the Edit template form immediately. You\r
+may also choose to press 'Manage templates' on the left side. Here you\r
+are offered a list of available templates you can select for editing.\r
+But in the top of the page there is still the 'New template' button.\r
+\r
+New template button\r
+|image264|\r
+\r
+Using the form that appears after pressing either 'Edit' or 'New\r
+template'you can define the template for your sheet of labels or cards.\r
+\r
+Add Patron Card Template\r
+|image265|\r
+\r
+- Template ID is simply a system generated unique id\r
+\r
+- Template Code should be the name of this template to identify it on a\r
+ list of templates\r
+\r
+- You can use the Template Description to add additional information\r
+ about the template\r
+\r
+- The Units pull down is used to define what measurement scale you're\r
+ going to be using for the template.\r
+\r
+ Measurement Units\r
+ |image266|\r
+\r
+ - **Note**\r
+\r
+ A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch\r
+ is 25.4 SI Millimeters\r
+\r
+- The measurements (page height, page width, card width, card height)\r
+ may be on the packaging, and if not it can usually be found on the\r
+ vendor's website or can be measured from a sample sheet.\r
+\r
+- A profile is a set of "adjustments" applied to a given template just\r
+ prior to printing which compensates for anomalies unique and peculiar\r
+ to a given printer (to which the profile is assigned).\r
+\r
+ - Before defining a profile try printing some sample cards so that\r
+ you can take measurements to define a profile to perform the right\r
+ adjustments for your printer/template combination.\r
+\r
+ - After finding and documenting any anomalies in the printed\r
+ document, then you can `create a profile <#addcardprofile>`__ and\r
+ assign it to the template.\r
+\r
+ - **Important**\r
+\r
+ Do not specify a profile unless needed, i.e. do not click to\r
+ define a printer profile. It is not possible to remove a\r
+ profile from a template but you can switch to another profile.\r
+\r
+ - **Note**\r
+\r
+ If you are using different printers you may be required to\r
+ define several templates that are identical only different\r
+ profiles are specified.\r
+\r
+After saving, your templates will appear on the 'Manage templates' page.\r
+\r
+Manage Templates\r
+|image267|\r
+\r
+`Profiles <#patronprofile>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Patron Card Creator > Manage > Profiles\r
+\r
+A profile is a set of "adjustments" applied to a given\r
+`template <#patrontemplate>`__ just prior to printing which compensates\r
+for anomalies unique and peculiar to a given printer. This means if you\r
+set a template up and then print a sample set of data and find that the\r
+items are not all aligned the same on each card, you need to set up a\r
+profile for each printer (or even different tray selections on the same\r
+printer) to make up for the differences in printing styles, such as the\r
+shifting of text to the left, right, top or bottom.\r
+\r
+If your cards are printing just the way you want, you will not need a\r
+profile.\r
+\r
+`Add a Profile <#addcardprofile>`__\r
+'''''''''''''''''''''''''''''''''''\r
+\r
+To add a new profile, you want to click on the 'Profiles' button at the\r
+top of your page and choose 'New Profile'\r
+\r
+New Profile Button\r
+|image268|\r
+\r
+To add a new profile, you want to click on the 'New profile' button at\r
+the top of your page. Using the form that appears you can define the\r
+values to correct the card misalignments on your label sheet. You may\r
+also choose 'Manage profiles' on the left side and select one of the\r
+currently available profiles for editing.\r
+\r
+Add Printer Profile\r
+|image269|\r
+\r
+- The Printer Name and Paper Bin do not have to match your printer\r
+ exactly, they are for your reference so you can remember what printer\r
+ you have set the profile for.\r
+\r
+ - **Note**\r
+\r
+ For example: if you want to use the Printer model number in\r
+ printer name you can, or you can call it 'the printer on my\r
+ desk'\r
+\r
+- Template will be filled in once you have chosen which template to\r
+ apply the profile to on the `template edit form <#addcardtemplate>`__\r
+\r
+- The Units pull down is used to define what measurement scale you're\r
+ going to be using for your profile.\r
+\r
+ Units of Measurement\r
+ |image270|\r
+\r
+ - **Note**\r
+\r
+ A Postscript Point is 1/72" an Adobe Agate is 1/64", an Inch\r
+ is 25.4 SI Millimeters\r
+\r
+- Offset should be used when the entire image is off center either\r
+ vertically or horizontally. Creep describes a condition where the\r
+ distance between the labels changes across the page or up and down\r
+ the page\r
+\r
+ - For offset and creep values, negative numbers move the printed\r
+ information up and to the left on the printed sheet and positive\r
+ numbers move down and to the right\r
+\r
+ - Example: the text is printed 0 .25" from the left edge of the\r
+ first label, 0 .28" from the left edge of the second label and 0\r
+ .31" from the left edge of the third label. This means the\r
+ horizontal creep should be set to (minus) -0.03 " to make up for\r
+ this difference.\r
+\r
+After saving, your profiles will appear on the 'Manage Printer Profiles'\r
+page.\r
+\r
+Manage Profiles\r
+|image271|\r
+\r
+Once you have saved your new profile, you can return to the list of\r
+templates and choose to edit the template that this profile is for.\r
+\r
+`Batches <#patroncardbatches>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Patron Card Creator > Manage > Card\r
+ batches\r
+\r
+A batch is a collection of patrons for whom you want to generate cards.\r
+\r
+`Add a Batch <#addcardbatch>`__\r
+'''''''''''''''''''''''''''''''\r
+\r
+To add a new batch, you want to click on the 'New batches' button at the\r
+top of your page. Choosing the menu item 'Manage batches' on the left a\r
+list of already defined batches is displayed. In this display you can\r
+either select a batch for editing or add a new batch.\r
+\r
+New Batch Button\r
+|image272|\r
+\r
+For a new batch a message pops up and directs you to select patrons to\r
+be processed in this batch.No items in batch\r
+\r
+After choosing the 'Add item(s)' button the Patron Search window pops\r
+up.Patron search\r
+\r
+From here you can search for patrons to add to your batch by any part of\r
+their name, their category and/or library. Entering \* in the search box\r
+will display all the patrons. Patron search results\r
+\r
+From the results you can add patrons to the batch by clicking the 'Add'\r
+button. After adding patrons from the results you can start over and\r
+perform another search or click 'Close' at the bottom of the screen to\r
+indicate that you are done. You will then be presented with your\r
+batch.Patron batch\r
+\r
+If you are satisfied with your batch you can proceed to export. If you\r
+want to correct or even delete that batch the buttons to do so can be\r
+found at the top of your screen. You can always come back here through\r
+the 'Manage > Card batches' button.\r
+\r
+If you would like to export all patron cards you can click 'Export card\r
+batch' otherwise you can choose specific patrons to print cards for by\r
+checking the box to the right of their names and then choose 'Export\r
+selected card(s)' at the top.\r
+\r
+The export menu will ask you to choose a template, a layout and starting\r
+position (where on the sheet should printing begin).\r
+\r
+ **Note**\r
+\r
+ For the starting position if the first 6 labels have already been\r
+ used on your sheet you can start printing on label in position 7 on\r
+ the sheet. The labels are numbered left to right from top to bottom.\r
+\r
+Export batch\r
+\r
+Once you click 'Export' you will be presented with a PDF of your labels\r
+for printingPDF Export\r
+\r
+When you open the PDF you will see the cards for printing\r
+\r
+Final cards\r
+|image273|\r
+\r
+The above image shows a layout that is made up of two textlines. The\r
+first one is just plain text, the second one is composed of the\r
+<firstname> <surname> fields. A patron image is printed (if available)\r
+and the barcode of patrons number is displayed in code 39. All this is\r
+printed on a template with three columns and 8 rows using position 1-3\r
+here. When printing this PDF please take care that your printer doesn't\r
+rescale the PDF (e.g do not fit to paper size) otherwise the printer\r
+will not be able to print to the right place per your templates.\r
+\r
+`Manage Images <#managecardimages>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Patron Card Creator > Manage > Images\r
+\r
+Images uploaded using this tool will appear on the menu when creating\r
+`patron card layouts <#cardlayouts>`__. You are limited in how many\r
+images you can upload (not counting patron images) by the\r
+`ImageLimit <#ImageLimit>`__ system preference.\r
+\r
+ **Important**\r
+\r
+ Images must be under 500k in size.\r
+\r
+ **Note**\r
+\r
+ Pictures uploaded with this tool should be at least 300dpi which is\r
+ the minimum quality for a printable image.\r
+\r
+In the center of the screen is a simple upload form, simply browse for\r
+the file on your computer and give it a name you'll recognize later.\r
+\r
+Upload Images\r
+|image274|\r
+\r
+Once the file is uploaded you will be presented with a confirmation\r
+message.\r
+\r
+Image Uploaded\r
+|image275|\r
+\r
+And the image will be listed with all of your others on the right hand\r
+side of the page.\r
+\r
+Images\r
+|image276|\r
+\r
+To delete one or multiple of these images, click the checkbox to the\r
+right of each image you want to delete and click the 'Delete' button.\r
+\r
+`Patrons (anonymize, bulk-delete) <#anonpatrons>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Patrons\r
+ (anonymize, bulk-delete)\r
+\r
+This tool allows you to bulk anonymize circulation histories (this means\r
+that you keep records of how many times items were checked out - but not\r
+the patrons who checked the items out) or bulk delete patrons (remove\r
+them from the system completely).\r
+\r
+ **Important**\r
+\r
+ Patrons with outstanding fines or items checked out are not saved.\r
+ They are not completely removed from the system (they are only moved\r
+ to the delete\_borrowers table), but this tool does not provide as\r
+ many checks as one may desire.\r
+\r
+ **Important**\r
+\r
+ Before using this tool it is recommended that you backup your\r
+ database. Changes made here are permanent.\r
+\r
+ **Important**\r
+\r
+ The anonymization will fail quietly if\r
+ `AnonymousPatron <#AnonymousPatron>`__ preference does not contain a\r
+ valid value.\r
+\r
+Patron Anonymize/Bulk Delete Tool\r
+|image277|\r
+\r
+To either delete or anonymize patrons\r
+\r
+- Check the 'Verify' box on the task you would like to complete (Delete\r
+ or Anonymize)\r
+\r
+- Enter a date before which you want to alter the data\r
+\r
+- If deleting patrons you can also choose to find patrons who\r
+\r
+ - have not borrowed since a specific date\r
+\r
+ - have accounts that will expire before a specific date\r
+\r
+ - are in a specific `patron category <#patcats>`__\r
+\r
+ - are in a `patron list <#patronlists>`__\r
+\r
+- Click 'Next'\r
+\r
+- A confirmation will appear asking if you're sure this is what you\r
+ want to happen\r
+\r
+ Patron Anonymize/Bulk Delete Confirmation\r
+ |image278|\r
+\r
+- Clicking 'Finish' will delete or anonymize your data\r
+\r
+ Completed Process\r
+ |image279|\r
+\r
+`Batch patron modification <#batchpatronmod>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Batch patron\r
+ modification\r
+\r
+With this tool you can make edits to a batch of patron records. Simply\r
+load in a file of cardnumbers (one per line), choose from a `list of\r
+patrons <#patronlists>`__ or scan patron card numbers in to the box\r
+provided.\r
+\r
+Batch patron modification\r
+|image280|\r
+\r
+Once you have the file loaded or the barcodes scanned click 'Continue.'\r
+You will be presented with a list of the patrons and the changes you can\r
+make.\r
+\r
+Patrons to modify\r
+|image281|\r
+\r
+To the left of each text box there is a checkbox. Clicking that checkbox\r
+will clear our the field values.\r
+\r
+ **Important**\r
+\r
+ If the field is mandatory you will not be able to clear the value in\r
+ it.\r
+\r
+If you have multiple patron attributes you can change them all by using\r
+the plus (+) sign to the right of the text box. This will allow you to\r
+add another attribute value.\r
+\r
+Editing patron attributes\r
+|image282|\r
+\r
+Once you have made the changes you want, you can click 'Save' and Koha\r
+will present you with the changed patron records.\r
+\r
+`Tag Moderation <#tagsmoderation>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Tags\r
+\r
+Depending on your `tagging system preferences <#taggingprefs>`__,\r
+librarians may need to approve tags before they are published on the\r
+OPAC. This is done via the Tag Moderation Tool. If there are tags\r
+awaiting moderation they will be listed on the main staff dashboard\r
+under the module labels:\r
+\r
+Tags pending approval\r
+|image283|\r
+\r
+To moderate the tags visit the Tags tool. When first visiting the tool,\r
+you will be presented with a list of tags that are pending approval or\r
+rejection by a librarian\r
+\r
+Tags pending moderation\r
+|image284|\r
+\r
+- To see all of the titles this tag was added to simply click on the\r
+ termTitles with a specific tag\r
+\r
+ - From this list of titles you can remove a tag without outright\r
+ rejecting it from being used in the future by clicking the 'Remove\r
+ tag' button to the right of the title.\r
+\r
+- To approve a tag, you can either click the 'Approve' button in line\r
+ with the term, or check all terms you want to approve and click\r
+ 'Approve' below the table.\r
+\r
+- To reject a tag, you can either click the 'Reject' button in line\r
+ with the term, or check all terms you want to approve and click\r
+ 'Reject' below the table.\r
+\r
+Once a tag has been approved or rejected it will be moved to the\r
+appropriate list of tags. A summary of all tags will appear on the right\r
+of the screen.\r
+\r
+Summary of tags\r
+|image285|\r
+\r
+Even though a tag is approved or rejected, it can still be moved to\r
+another list. When viewing approved tags each tag has the option to\r
+reject:\r
+\r
+Approved Tags\r
+|image286|\r
+\r
+To check terms against the approved and rejected lists (and possibly\r
+against `the dictionary <#TagsExternalDictionary>`__ you have assigned\r
+for tag moderation) simply enter the term into the search box on the\r
+bottom right of the screen to see the status of the term\r
+\r
+Sample Check list test search\r
+|image287|\r
+\r
+Finally you can find tags by using the filters on the left.\r
+\r
+Tag filters\r
+|image288|\r
+\r
+`Upload Patron Images <#uploadpatronimages>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Patrons and Circulation > Upload Patron\r
+ Images\r
+\r
+Patron images can be uploaded in bulk if you are `allowing patron\r
+images <#patronimages>`__ to be attached to patron records. These images\r
+can also be used when creating `patron cards <#patroncardcreator>`__.\r
+\r
+- Create a txt file and title it "DATALINK.TXT" or "IDLINK.TXT"\r
+\r
+- On each line in the text file enter the patron's card number followed\r
+ by comma (or tab) and then the image file name\r
+\r
+ Sample file and image\r
+ |image289|\r
+\r
+ - Make sure that your TXT file is a plain text document, not RTF.\r
+\r
+- Zip up the text file and the image files\r
+\r
+- Go to the Upload Patron Images Tool\r
+\r
+ Upload Image Tool for Single Image\r
+ |image290|\r
+\r
+- For a single image, simply point to the image file and enter the\r
+ patron card number\r
+\r
+- For multiple images, choose to upload a zip file\r
+\r
+- After uploading you will be presented with a confirmation\r
+\r
+ Image Upload Confirmation\r
+ |image291|\r
+\r
+ **Important**\r
+\r
+ There is a limit of 100K on the size of the picture uploaded and it\r
+ is recommended that the image be 200x300 pixels, but smaller images\r
+ will work as well.\r
+\r
+`Rotating Collections <#rotatingcollections>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Rotating Collections\r
+\r
+Rotating Collections is a tool for managing collections of materials\r
+that frequently get shifted from library to library. It adds the ability\r
+to store not only an item's home library and current location but also\r
+information about where it is supposed to be transferred to next to\r
+ensure that all items in the collection are sent to the correct library.\r
+When an item in a rotating collection is checked in, library staff is\r
+notified that the item is part of a rotating collection and which branch\r
+it should be sent to if it is not at the correct one.\r
+\r
+ **Important**\r
+\r
+ The `AutomaticItemReturn <#AutomaticItemReturn>`__ system preference\r
+ must be set to "Don't automatically transfer items to their home\r
+ library when they are returned" for Rotating Collections to function\r
+ properly.\r
+\r
+- To create a new rotating collection, click the "New Collection"\r
+ button, fill in the Title and Description, and click Submit. Once\r
+ submitted you'll see "Collection Name added successfully"; click\r
+ "Return to rotating collections home" to return to the main Rotating\r
+ Collections management page (or click Rotating Collections in the\r
+ sidebar).\r
+\r
+- To add items to a collection, click "Add or remove items" next to the\r
+ collection's name in the list of collections. Under "Add or remove\r
+ items" scan or type in the barcode of the item you wish to add to the\r
+ collection, and hit Enter or click Submit if necessary.\r
+\r
+- To remove an item from a collection, either click Remove next to the\r
+ item's barcode in the list of items within the collection or check\r
+ the "Remove item from collection" box next to the Barcode text box\r
+ under "Add or remove items, and scan or type in the barcode, clicking\r
+ Submit or hitting Enter if necessary. Note: The "Remove item from\r
+ collection" checkbox will remain checked as long as you are on the\r
+ "Add or remove items" page, unless you uncheck it, to facilitate\r
+ quickly removing a number of items at a time by scanning their\r
+ barcodes.\r
+\r
+`Transfer a Rotating Collection <#transferrotatingcollection>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Transferring a collection will:\r
+\r
+- Change the current location of the items in that collection to the\r
+ library it is to be transferred to\r
+\r
+- Initiate a transfer from its original current location/holding\r
+ library to the current location/holding library it is to be rotated\r
+ to. When a library receives a collection they will need to check in\r
+ the items to complete the transfer.\r
+\r
+You can transfer a collection in one of two ways:\r
+\r
+- From the main Rotating Collections page, click on Transfer next to\r
+ the title of the collection you wish to transfer; choose the library\r
+ you wish to transfer the collection to and click "Transfer\r
+ collection".\r
+\r
+- Or, from the "add or remove items" page for a collection, you can\r
+ click the Transfer button, choose the library you wish to transfer\r
+ the collection to and click "Transfer Collection".\r
+\r
+ **Important**\r
+\r
+ In order to complete the transfer process, the library receiving the\r
+ rotating collection should check in all items from the collection as\r
+ they receive them. This will clear the transfer so that the items\r
+ are no longer shown as being "in transit".\r
+\r
+If an item in a rotating collection is checked in at a library other\r
+than the one it is supposed to be transferred to, a notification will\r
+appear notifying library staff that the item is part of a rotating\r
+collection, also letting them know where the item needs to be sent.\r
+\r
+Rotating Collection Item Notification\r
+|image292|\r
+\r
+`Catalog <#catalogtools>`__\r
+---------------------------\r
+\r
+`Batch item modification <#batchmodifyitems>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Batch item modification\r
+\r
+This tool will allow you to modify a batch of item records in Koha.\r
+\r
+Batch Modification Tool\r
+|image293|\r
+\r
+From the tool you can choose to upload a file of barcodes or item ids,\r
+or you can scan items one by one into the box below the upload tool. You\r
+can also decide the items edited should be populated with the default\r
+values you have defined in your `default\r
+framework <#marcbibframeworks>`__.\r
+\r
+Once you have your file uploaded or the barcodes listed you can click\r
+'Continue.'\r
+\r
+Batch Modify Summary\r
+|image294|\r
+\r
+You will be presented with a summary of the items you want to modify.\r
+From here you can uncheck the items you don't want to modify before\r
+making changes in the form below. You can also hide columns you don't\r
+need to see to prevent having to scroll from left to right to see the\r
+entire item form.\r
+\r
+ **Note**\r
+\r
+ To uncheck all items thar are currently checked out you can click\r
+ the 'Clear on loan' link at the top of the form.\r
+\r
+Using the edit form you can choose which fields to make edits to. By\r
+checking the checkbox to the right of each field you can clear the\r
+values in that field for the records you are modifying.\r
+\r
+Choose fields you want to change in bulk\r
+|image295|\r
+\r
+Once you have made you changes you will be presented with the resulting\r
+items.\r
+\r
+Item results summary\r
+|image296|\r
+\r
+ **Note**\r
+\r
+ You can also edit items on one bib record in a batch by going to the\r
+ bib record and clicking Edit > Edit items in batch\r
+\r
+Edit items in a batch\r
+|image297|\r
+\r
+`Batch item deletion <#batchdeleteitems>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Batch item deletion\r
+\r
+This tool will allow you to delete a batch of item records from Koha.\r
+\r
+From the tool you can choose to upload a file of barcodes or item ids,\r
+or you can scan items one by one into the box below the upload tool.\r
+\r
+Batch Deletion Tool\r
+|image298|\r
+\r
+Once you have your file uploaded or the barcodes scanned you can click\r
+'Continue.'\r
+\r
+You will be presented with a confirmation screen. From here you can\r
+uncheck the items you don't want to delete and decide if Koha should\r
+delete the bib record if the last item is being deleted before clicking\r
+'Delete selected items.' If you'd like you can delete the bibliogrphic\r
+record if you're deleting the last item by clicking the checkbox next to\r
+'Delete records if no items remain'.\r
+\r
+Confirm Deletion\r
+|image299|\r
+\r
+If your file (or list of scanned barcodes) has more than 1000 barcodes,\r
+Koha will be unable to present you with a list of the items. You will\r
+still be able to delete them, but not able to choose which items\r
+specifically to delete or delete the biblio records.\r
+\r
+More than 1000 records in the file\r
+|image300|\r
+\r
+If the items are checked out you will be presented with an error after\r
+clicking 'Delete selected items' and the items will not be deleted.\r
+\r
+Items not Deleted\r
+|image301|\r
+\r
+If the items can be deleted they will be and you will be presented with\r
+a confirmation of your deletion.\r
+\r
+Batch Deletion Confirmation\r
+|image302|\r
+\r
+`Batch record deletion <#batchrecorddelete>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+This tool will take a batch of record numbers for either bibliographic\r
+records or authority records and allow you to delete all those records\r
+and any items attached to them in a batch. Batch record deletion\r
+\r
+First you need to tell the tool if you're deleting bibliographic or\r
+authority records. Next you can load a file with biblionumbers or\r
+authids or enter a list of those numbers in the box provided. Once you\r
+submit the form you will be presented with a summary of the records you\r
+are trying to delete.Summary\r
+\r
+If a record you want to delete can't be deleted it will be highlighted.\r
+\r
+Check the records you want to delete and click the 'Delete selected\r
+records' button to finish the process.\r
+\r
+`Batch Record Modification <#batchrecordmod>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Batch record modification\r
+\r
+This tool will allow you to edit batches of bibliographic and/or\r
+authority records using `MARC Modification\r
+Templates <#marcmodtemplates>`__. Before visiting this tool you will\r
+want to set up at least one MARC modification template.\r
+\r
+Batch record modification\r
+|image303|\r
+\r
+When you visit the tool it will ask you:\r
+\r
+- Choose whether you're editing bibliographic or authority records\r
+\r
+- Enter the biblionumbers or authids\r
+\r
+ - You can upload a file of these numbers or\r
+\r
+ - Enter the numbers (one per line) in the box provided\r
+\r
+- Finally choose the MARC Modification Template you'd like to use to\r
+ edit these records.\r
+\r
+Once you've entered your critera click 'Continue'Records to edit\r
+\r
+You will be presented with a list of records that will be edited. Next\r
+to each one is a checkbox so you can uncheck any items you would rather\r
+not edit at this time.\r
+\r
+Clicking Preview MARC will allow you to see what edits will be made when\r
+you finalize the edit.Modified MARC Preview\r
+\r
+Once you're sure everything is the way you want you can click the\r
+'Modify selected records' button and your records will be modified.\r
+\r
+`Automatic item modifications by age <#autoitemagemod>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Automatic item modifications by\r
+ age\r
+\r
+This tool allows librarians to update item specific fields when an item\r
+reaches a certain age.\r
+\r
+ **Note**\r
+\r
+ Staff need the items\_batchmod permission to access this tool\r
+\r
+ **Important**\r
+\r
+ The settings in this tool will be acted upon by the `corresponding\r
+ cron job <#autoitemupdatecron>`__\r
+\r
+If you haven't created any rules you will see the option to 'Add rules'\r
+on the Tool page. Click this button to create rules.Automatic item\r
+modifications by age\r
+\r
+If you have rules already there will be a button that reads 'Edit\r
+rules'. To create a new rule click the 'Edit rules' button at the top of\r
+the page\r
+\r
+List of rules\r
+|image304|\r
+\r
+You will be brought to a page where you can edit exisitng rules or\r
+create a new rule\r
+\r
+Add/Edit rules\r
+|image305|\r
+\r
+In the form that appears you can set :\r
+\r
+- the age in days at which the item will update (Age)\r
+\r
+- what criteria is needed to trigger the update (Conditions)\r
+\r
+- what changes are made when the script runs (Substitutions)\r
+\r
+New rule\r
+|image306|\r
+\r
+Once you're done you can click the 'Add this rule' link and then add\r
+additional rules or you can click the 'Submit these rules' button to\r
+save your changes.\r
+\r
+List of rules\r
+|image307|\r
+\r
+`Export Data (MARC & Authorities) <#exportbibs>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Export Data\r
+\r
+Koha comes with a tool that will allow you to export your bibliographic,\r
+holdings and/or authority data in bulk. This can be used to send your\r
+records to fellow libraries, organizations or services; or simply for\r
+backup purposes.\r
+\r
+`Export Bibliographic Records <#exportmarc>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+At the top of the screen you need to pick what data you're exporting. If\r
+you're exporting bibliographic records with or without the holdings\r
+information you want to click the 'Export bibliographic records' tab.\r
+\r
+- Fill in the form in order to limit your export to a specific range\r
+ (all fields are optional)\r
+\r
+ Select Records to Export\r
+ |image308|\r
+\r
+ - Choose to limit your export by any one or more of the following\r
+ options\r
+\r
+ - Limit to a bib number range\r
+\r
+ - Limit to a specific item type\r
+\r
+ - **Important**\r
+\r
+ This limit will use the type you have defined in the\r
+ `item-level\_itypes <#item-level_itypes>`__ preference.\r
+ If you have the item-level\_itypes preference set to\r
+ 'specific item' and you have no items attached to a bib\r
+ record it will not be exported. To get all bib records\r
+ of a specific type you will need your item-level\_itypes\r
+ preference set to 'biblio record'.\r
+\r
+ - Limit to a specific library or group of libraries\r
+\r
+ - Limit to a call number range\r
+\r
+ - Limit to an acquisition date range\r
+\r
+ - If you'd like you can load a file of biblionumbers for the records\r
+ you would like to export. File type needs to be .csv or .txt\r
+\r
+ File of Records to Export\r
+ |image309|\r
+\r
+ - Next choose what to skip when exporting\r
+\r
+ Export options\r
+ |image310|\r
+\r
+ - By default items will be exported, if you would like to only\r
+ export bibliographic data, check the 'Don't export items' box\r
+\r
+ - To limit your export only to items from the library you're\r
+ logged in as (if you leave the 'Library' field set to 'All') or\r
+ to the library you selected above check the 'Remove non-local\r
+ items' box\r
+\r
+ - You can also choose what fields you don't want to export. This\r
+ can be handy if you're sharing your data, you can remove all\r
+ local fields before sending your data to another library\r
+\r
+ - Finally choose the file type and file name\r
+\r
+ File export format\r
+ |image311|\r
+\r
+ - Choose to export your data in marc or marcxml format\r
+\r
+ - Choose the name you want your file to save as\r
+\r
+ - Click 'Export bibliographic records'\r
+\r
+`Export Authority Records <#exportauthority>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+At the top of the screen you need to pick what data you're exporting. If\r
+you're exporting authority records you want to click the 'Export\r
+authority records' tab.\r
+\r
+- Fill in the form in order to limit your export to a specific range or\r
+ type of authority record (all fields are optional)\r
+\r
+ Export authorities\r
+ |image312|\r
+\r
+- Or you can choose a file of authids to exportAuthorities file. File type needs to be .csv or .txt\r
+\r
+- Next choose fields that you would like to exclude from the export\r
+ separated by a space (no commas)\r
+\r
+ Authority export options\r
+ |image313|\r
+\r
+ - If you'd like to exclude all subfields of the 200 for example just\r
+ enter 200\r
+\r
+ - If you'd like to exclude a specific subfield enter it beside the\r
+ field value 100a will exclude just the subfield 'a' of the 100\r
+\r
+- Finally choose the file type and file name\r
+\r
+ Export format\r
+ |image314|\r
+\r
+ - Choose to export your data in marc or marcxml format\r
+\r
+ - Choose the name you want your file to save as\r
+\r
+- Click 'Export authority records'\r
+\r
+`Inventory/Stocktaking <#inventory>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Inventory/Stocktaking\r
+\r
+Koha's Inventory Tool can be used in one of two ways, the first is by\r
+printing out a shelf list that you can then mark items off on, or by\r
+uploading a text files of barcodes gathered by a portable scanner.\r
+\r
+If you do not have the ability to use your barcode scanner on the floor\r
+of the library, the first option available to you is to generate a shelf\r
+list based on criteria you enter.\r
+\r
+Inventory & Stocktaking Tool\r
+|image315|\r
+\r
+Choose which library, shelving location, call number range, item status\r
+and when the item was last seen to generate a shelf list that you can\r
+then print to use while walking around the library checking your\r
+collection\r
+\r
+Shelf List\r
+|image316|\r
+\r
+Alternatively you can export the list to a CSV file for altering in an\r
+application on your desktop. Simply check the box next to 'Export to csv\r
+file' to generate this file.\r
+\r
+Once you have found the items on your shelves you can return to this\r
+list and check off the items you found to have the system update the\r
+last seen date to today.\r
+\r
+If you have a portable scanner (or a laptop and USB scanner) you can\r
+walk through the library with the scanner in hand and scan barcodes as\r
+you come across them. Once finished you can then upload the text file\r
+generated by the scanner to Koha\r
+\r
+Barcode Import for Inventory Tool\r
+|image317|\r
+\r
+Choose the text file and the date you want to mark all items as seen and\r
+then scroll to the very bottom and click 'Submit.'\r
+\r
+`Label Creator <#labelcreator>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Label Creator\r
+\r
+The Label Creator allow you to use layouts and templates which you\r
+design to print a nearly unlimited variety of labels including barcodes.\r
+Here are some of the features of the Label Creator module:\r
+\r
+- Customize label layouts\r
+\r
+- Design custom label templates for printed labels\r
+\r
+- Build and manage batches of labels\r
+\r
+- Export single or multiple batches\r
+\r
+- Export single or multiple labels from within a batch\r
+\r
+- Export label data in one of three formats:\r
+\r
+ - PDF - Readable by any standard PDF reader, making labels printable\r
+ directly on a printer\r
+\r
+ - CSV - Export label data after your chosen layout is applied\r
+ allowing labels to be imported in to a variety of applications\r
+\r
+ - XML - Included as an alternate export format\r
+\r
+`Templates <#labeltemplates>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Label Creator > Manage > Label templates\r
+\r
+A template is based on the label/card stock you are using. This might be\r
+Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery\r
+28371 for your patron cards, just to give a couple of examples. These\r
+labels will include all of the information you will need for setting up\r
+a Koha, this information may be on the packaging, and if not it can\r
+usually be found on the vendor's website.\r
+\r
+`Add a Template <#addlabeltemplate>`__\r
+''''''''''''''''''''''''''''''''''''''\r
+\r
+To add a new template, you want to click on the 'New' button at the top\r
+of the Label Creator and choosing 'Label template'.\r
+\r
+New Label Template Option\r
+|image318|\r
+\r
+Using the form that appears you can define the template for your sheet\r
+of labels or cards.\r
+\r
+Label Template Form\r
+|image319|\r
+\r
+- Template ID will be automatically generated after saving your\r
+ template, this is simply a system generated unique id\r
+\r
+- Template Code should be something you can use to identify your\r
+ template on a list of templates\r
+\r
+- You can use the Template Description to add additional information\r
+ about the template\r
+\r
+- The Units pull down is used to define what measurement scale you're\r
+ going to be using for the template. This should probably match the\r
+ unit of measurement used on the template description provided by the\r
+ product vendor.\r
+\r
+ Measurement Units\r
+ |image320|\r
+\r
+- The measurements, number of columns and number of rows can be found\r
+ on the vendor product packaging or website.\r
+\r
+ - **Important**\r
+\r
+ If you do not supply a left text margin in the template, a\r
+ 3/16" (13.5 point) left text margin will apply by default.\r
+\r
+- A profile is a set of "adjustments" applied to a given template just\r
+ prior to printing which compensates for anomalies unique and peculiar\r
+ to a given printer (to which the profile is assigned).\r
+\r
+ - Before picking a profile try printing some sample labels so that\r
+ you can easily define a profile that is right for your\r
+ printer/template combination.\r
+\r
+ - After finding any anomalies in the printed document, `create a\r
+ profile <#addlabelprofile>`__ and assign it to the template.\r
+\r
+After saving, your templates will appear on the 'Manage' area under\r
+'Label templates'.\r
+\r
+List of label templates\r
+|image321|\r
+\r
+`Profiles <#labelprofiles>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Label Creator > Manage > Printer Profiles\r
+\r
+A profile is a set of "adjustments" applied to a given\r
+`template <#addlabeltemplate>`__ just prior to printing which\r
+compensates for anomalies unique and peculiar to a given printer (to\r
+which the profile is assigned). This means if you set a template up and\r
+then print a sample set of data and find that the items are not all\r
+aligned the same on each label, you need to set up a profile for each\r
+printer to make up for the differences in printing styles, such as the\r
+shifting of text to the left, right, top or bottom.\r
+\r
+If your labels are printing just the way you want, you will not need a\r
+profile.\r
+\r
+`Add a Profile <#addlabelprofile>`__\r
+''''''''''''''''''''''''''''''''''''\r
+\r
+To add a new profile, you want to click on the 'New' button at the top\r
+of the Label Creator tool and choose 'Printer profile'.\r
+\r
+New Profile Button\r
+|image322|\r
+\r
+Using the form that appears you can create a profile to fix any problems\r
+with your template.\r
+\r
+Create a Printer Profile\r
+|image323|\r
+\r
+- The Printer Name and Paper Bin do not have to match your printer\r
+ exactly, they are for your reference so you can remember what printer\r
+ you have set the profile for. So if you want to use the Printer model\r
+ number in printer name or you can call it 'the printer on my desk'\r
+\r
+- Template will be filled in once you have chosen which template to\r
+ apply the profile to on the `template edit\r
+ form <#addlabeltemplate>`__\r
+\r
+- The Units pull down is used to define what measurement scale you're\r
+ going to be using for your profile.\r
+\r
+ Units of Measurement\r
+ |image324|\r
+\r
+- Offset describes what happens when the entire image is off center\r
+ either vertically or horizontally and creep describes a condition\r
+ where the distance between the labels changes across the page or up\r
+ and down the page\r
+\r
+ - For these values, negative numbers move the error up and to the\r
+ left and positive numbers move the error down and to the right\r
+\r
+ - Example: the text is .25" from the left edge of the first label,\r
+ .28" from the left edge of the second label and .31" from the left\r
+ edge of the third label. This means the horizontal creep should be\r
+ set to .03" to make up for this difference.\r
+\r
+After saving, your profiles will appear on the 'Manage' area under\r
+'Printer profiles'.\r
+\r
+List of Profiles\r
+|image325|\r
+\r
+Once you have saved your new profile, you can return to the list of\r
+templates and choose to edit the template that this profile is for.\r
+\r
+`Layouts <#labellayouts>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Label Creator > Manage > Layouts\r
+\r
+A layout is used to define the fields you want to appear on your labels.\r
+\r
+`Add a Layout <#addlabellayout>`__\r
+''''''''''''''''''''''''''''''''''\r
+\r
+To add a new layout, you want to click on the 'New' button at the top of\r
+the Label Creator tool and choose 'Layout'.\r
+\r
+New Layout Button\r
+|image326|\r
+\r
+Using the form that appears you can create a profile to fix any problems\r
+with your template.\r
+\r
+Add New Layout\r
+|image327|\r
+\r
+- The name of your layout can be anything you'd like to help you\r
+ identify it later.\r
+\r
+- If this is a barcode label you'll want to choose the encoding (Code\r
+ 39 is the most common)\r
+\r
+- The layout type can be any combination of bibliographic information\r
+ and/or barcode. For example a spine label would just be Biblio\r
+ whereas a label for your circulation staff to use to checkout the\r
+ book would probably be Biblio/Barcode.\r
+\r
+- The Bibliographic Data to Print includes any of the data fields that\r
+ may be mapped to your MARC frameworks. You can choose from the preset\r
+ list of fields or you can click on 'List Fields' and enter your own\r
+ data. In 'List Fields', you can specify MARC subfields as a\r
+ 4-character tag-subfield string: (ie. 254a for the title field), You\r
+ can also enclose a whitespace-separated list of fields to concatenate\r
+ on one line in double quotes. (ie. "099a 099b" or "itemcallnumber\r
+ barcode"). The fields available are from the database tables list\r
+ below. Finally you could add in static text strings in single-quote\r
+ (ie. 'Some static text here.')\r
+\r
+ - You can use the schema viewer (http://schema.koha-community.org)\r
+ with the following tables to find field names to use:\r
+\r
+ - Currently all fields in the following tables are used: items,\r
+ biblioitems, biblio, branches\r
+\r
+ List fields\r
+ |image328|\r
+\r
+- Choose if the label maker should print out the guidelines around each\r
+ label\r
+\r
+- Choose if you'd like Koha to try to split your call numbers (usually\r
+ used on Spine Labels)\r
+\r
+- Finally choose your text settings such as alignment, font type and\r
+ size.\r
+\r
+After saving, your layouts will appear on the 'Manage Layouts' page.\r
+\r
+`Batches <#labelbatches>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+- *Get there:* More > Tools > Label Creator > Manage > Label batches\r
+\r
+Batches are made up of the barcodes you would like to print. Once in\r
+this tool you can search for the item records you would like to print\r
+out labels for.\r
+\r
+`Add a Batch <#addlabelbatch>`__\r
+''''''''''''''''''''''''''''''''\r
+\r
+Batches can be created in one of two ways. The first is to click the\r
+'Create Label Batch' link on the '`Staged MARC\r
+Management <#managestaged>`__' page:\r
+\r
+Create Label Batch Link on Staged Records List\r
+|image329|\r
+\r
+The other is to choose to create a new batch from the label creator tool\r
+\r
+Create New Batch\r
+|image330|\r
+\r
+You will be brought to an empty batch with a box to scan barcodes or\r
+itemnumbers in to and an 'Add item(s)' button at the bottom of the page.\r
+\r
+Add Items\r
+|image331|\r
+\r
+You can either scan barcodes in to the box provided and click the 'Add\r
+item(s)' button or you can click the 'Add item(s)' button with the\r
+barcodes box empty. Clicking 'Add item(s)' with nothing in the barcodes\r
+box will open a search window for you to find the items you want to add\r
+to the batch.\r
+\r
+Search for items for a Batch\r
+|image332|\r
+\r
+From the search results, click the check box next to the items you want\r
+to add to the batch and click the 'Add checked' button. You can also add\r
+items one by one by clicking the 'Add' link to the left of each item.\r
+\r
+Batch search results\r
+|image333|\r
+\r
+Once you have added all of the items click the 'Done' button. The\r
+resulting page will list the items you have selected.\r
+\r
+List of items in the batch\r
+|image334|\r
+\r
+To print your labels, click the 'Export full batch' button. To print\r
+only some of the labels, click the 'Export selected item(s)' button.\r
+Either way you will be presented with a confirmation screen where you\r
+can choose your template and layout.\r
+\r
+Start batch export\r
+|image335|\r
+\r
+You will then be presented with three download options: PDF, Excel, and\r
+CSV.\r
+\r
+Batch save options\r
+|image336|\r
+\r
+After saving your file, simply print to the blank labels you have in\r
+your library.\r
+\r
+`Quick Spine Label Creator <#quicklabelcreator>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Quick Spine Label Creator\r
+\r
+ **Note**\r
+\r
+ This tool does not use the label layouts or templates, it simply\r
+ prints a spine label in the first spot on the label sheet.\r
+\r
+ - Define the fields you want to print on the spine label in the\r
+ `SpineLabelFormat <#SpineLabelFormat>`__ system preference\r
+\r
+ - Format your label printing by editing spinelabel.css found in\r
+ koha-tmpl/intranet-tmpl/prog/en/css/\r
+\r
+To use this tool you simply need the barcode for the book you'd like to\r
+print the spine label for.\r
+\r
+Quick Spine Label Creator\r
+|image337|\r
+\r
+`MARC modification templates <#marcmodtemplates>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+The MARC Modification Templates system gives Koha users the power to\r
+make alterations to MARC records automatically while staging MARC\r
+records for import.\r
+\r
+This tool is useful for altering MARC records from various\r
+venders/sources work with your MARC framework. The system essentially\r
+allows one to create a basic script using actions to Copy, Move, Add,\r
+Update and Delete fields.\r
+\r
+Start by adding a new template (a template can be made up of one or more\r
+actions) by entering a name and clicking 'Create template'.\r
+\r
+Add a new template\r
+|image338|\r
+\r
+Next you can add actions to the template by filling in the Action box.\r
+For example if you're loading in a batch of files from your EBook vendor\r
+you might want to add the biblio item type of EBOOK to the 942$c.Add\r
+action\r
+\r
+- Choose 'Add/Update'\r
+\r
+- Enter the field 942 and subfield c\r
+\r
+- Enter the value of 'EBOOK' (or whatever your ebook item type code is)\r
+\r
+- Provide a description so you can identify this action later\r
+\r
+- Click 'Add action'\r
+\r
+Each action can also have an optional condition to check the value or\r
+existance of another field. For example you might want to add the call\r
+number to the item record if it's not already there.\r
+\r
+Add conditional action\r
+|image339|\r
+\r
+- Choose 'Copy'\r
+\r
+- Decide if you want to copy the first occurance or all occurances of\r
+ the field\r
+\r
+- Enter the field 090 (or other biblio call number field) and subfield\r
+ a to copy\r
+\r
+- Enter the 952 field and o subfield to copy to\r
+\r
+- Choose 'if'\r
+\r
+- Enter the 952 field and o subfield\r
+\r
+- Choose "doesn't exist"\r
+\r
+- Provide a description so you can identify this action later\r
+\r
+- Click 'Add action'\r
+\r
+The Copy & Move actions also support Regular Expressions, which can be\r
+used to automatically modify field values during the copy/move. An\r
+example would be to strip out the '$' character in field 020$c.\r
+\r
+Add regex action\r
+|image340|\r
+\r
+- Choose 'Copy and replace'\r
+\r
+- Decide if you want to copy the first occurance or all occurances of\r
+ the field\r
+\r
+- Enter the field 020 and subfield c to copy\r
+\r
+- Enter the 020 field and c subfield to copy to\r
+\r
+- Check the 'RegEx' box and enter your regular expression (in this case\r
+ s/\\$// )\r
+\r
+- Choose 'if'\r
+\r
+- Enter the 020 field and c subfield\r
+\r
+- Choose "matches"\r
+\r
+- Check the 'RegEx' box and enter your regular expression (in this case\r
+ m/^\\$/ )\r
+\r
+- Provide a description so you can identify this action later\r
+\r
+- Click 'Add action'\r
+\r
+ **Note**\r
+\r
+ The value for an update can include variables that change each time\r
+ the template is used. Currently, the system supports two variables,\r
+ \_\_BRANCHCODE\_\_ which is replaced with the branchcode of the\r
+ library currently using the template, and \_\_CURRENTDATE\_\_ which\r
+ is replaced with the current date in ISO format ( YYYY-MM-DD ).\r
+\r
+You could also use regular expressions to add your library's proxy URL\r
+in front of links in your MARC record.Add proxy URL\r
+\r
+- Choose 'Copy and replace'\r
+\r
+- Decide if you want to copy the first occurance or all occurances of\r
+ the field\r
+\r
+- Enter the field 856 and subfield u to copy\r
+\r
+- Enter the 856 field and u subfield to copy to\r
+\r
+- Check the 'RegEx' box and enter your regular expression (in this case\r
+ s/^/PROXY\_URL/ )\r
+\r
+- Provide a description so you can identify this action later\r
+\r
+- Click 'Add action'\r
+\r
+When choosing between 'Copy' and 'Copy and replace' keep the following\r
+example in mind:\r
+\r
+::\r
+\r
+ 245 _aThe art of computer programming _cDonald E. Knuth.\r
+ 300 _aA_exists _bB_exists\r
+\r
+If we apply action (a) Copy the whole field 245 to 300, we get:\r
+\r
+::\r
+\r
+ 245 _aThe art of computer programming _cDonald E. Knuth.\r
+ 300 _aA_exists _bB_exists\r
+ 300 _aThe art of computer programming _cDonald E. Knuth.\r
+\r
+If we apply action (b) Copy the subfield 245$a to 300$a, we get:\r
+\r
+::\r
+\r
+ 245 _aThe art of computer programming _cDonald E. Knuth.\r
+ 300 _aThe art of computer programming _bB_exists\r
+\r
+Once your actions are saved you can view them at the top of the screen.\r
+Actions can be moved around using the arrows to the left of them.\r
+\r
+View actions\r
+|image341|\r
+\r
+Depending on your actions the order may be very important. For example\r
+you don't want to delete a field before you copy it to another field.\r
+\r
+To add another template you can either start fresh or click the\r
+'Duplicate current template' checkbox to create a copy of an existing\r
+template to start with.\r
+\r
+Duplicate template\r
+|image342|\r
+\r
+Once your template is saved you will be able to pick it when using the\r
+`Stage MARC Records for Import <#stagemarc>`__ tool.\r
+\r
+Choose template\r
+|image343|\r
+\r
+`Stage MARC Records for Import <#stagemarc>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Stage MARC records for import\r
+\r
+This tool can be used to import both bibliographic and authority records\r
+that are saved in MARC format. Importing records into Koha includes two\r
+steps. The first is to stage records for import.\r
+\r
+- First find the MARC file on your computer\r
+\r
+ Stage MARC Records for Import\r
+ |image344|\r
+\r
+- Next you will be presented with options for record matching and item\r
+ imports\r
+\r
+ Upload options\r
+ |image345|\r
+\r
+ - Enter 'Comments about this file' to identify your upload when\r
+ going to the '`Manage Staged MARC Records <#managestaged>`__' tool\r
+\r
+ - Tell Koha which type of file this is, bibliographic or authority\r
+\r
+ Record type\r
+ |image346|\r
+\r
+ - Choose the character encoding\r
+\r
+ Chracter encoding\r
+ |image347|\r
+\r
+ - Choose if you would like to use a `MARC Modification\r
+ Template <#marcmodtemplates>`__ to alter the data you're about to\r
+ import\r
+\r
+ Choose modification template\r
+ |image348|\r
+\r
+ - Choose whether or not you want to look for matching records\r
+\r
+ Look for matches\r
+ |image349|\r
+\r
+ - You can set up `record matching rules <#recordmatchingrules>`__\r
+ through the administration area\r
+\r
+ Matching rules\r
+ |image350|\r
+\r
+ - When using the ISBN matching rule Koha will find only exact\r
+ matches. If you find that the ISBN match is not working to\r
+ your satisfaction you can change the\r
+ `AggressiveMatchOnISBN <#AggressiveMatchOnISBN>`__\r
+ preference to 'Do' and then run your import again.\r
+\r
+ - Next choose what to do with matching records if they are found\r
+\r
+ - Finally choose what to do with records that are unique\r
+\r
+ - Next you can choose whether or not to import the item data found\r
+ in the MARC records (if the file you're loading is a bibliographic\r
+ file)\r
+\r
+ Import items\r
+ |image351|\r
+\r
+ - From here you can choose to always add items regardless of\r
+ matching status, add them only if a matching bib was found, add\r
+ items only if there was no matching bib record, replace items\r
+ if a matching bib was found (The match will look at the\r
+ itemnumbers and barcodes to match on for items. Itemnumbers\r
+ take precendence over barcodes), or Ignore items and not add\r
+ them.\r
+\r
+- Click 'Stage for import'\r
+\r
+- You will be presented with a confirmation of your MARC import\r
+\r
+ MARC Import Confirmation\r
+ |image352|\r
+\r
+- To complete the process continue to the `Manage Staged MARC Records\r
+ Tool <#managestaged>`__\r
+\r
+`Staged MARC Record Management <#managestaged>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Staged MARC Record Management\r
+\r
+Once you have `staged <#stagemarc>`__ your records for import you can\r
+complete the import using this tool.\r
+\r
+List of Staged MARC Records\r
+|image353|\r
+\r
+- From the list of staged records, click on the file name that you want\r
+ to finish importing\r
+\r
+ - You will note that records that have already been imported will\r
+ say so under 'Status'\r
+\r
+- A summary of your import will appear along with the option to change\r
+ your matching rules\r
+\r
+ Manage Staged Records Batch\r
+ |image354|\r
+\r
+- Below the summary is the option to import the batch of bib records\r
+ using a specific framework\r
+\r
+ Choose Framework to Import Into\r
+ |image355|\r
+\r
+ - Choosing a framework other than 'Default' isn't necessary, but\r
+ it's helpful for running reports and having the right bib level\r
+ item type selected on import.\r
+\r
+- Below the framework selection there will be a list of the records\r
+ that will be imported\r
+\r
+ List of Staged Records\r
+ |image356|\r
+\r
+ - Review your summary before completing your import to make sure\r
+ that your matching rule worked and that the records appear as you\r
+ expect them to\r
+\r
+ - Matches will appear with info under the 'Match details column'\r
+\r
+ Matched record\r
+ |image357|\r
+\r
+ and when clicking the 'View' link under 'Diff' you can see the\r
+ difference between versions.\r
+\r
+ Record differences\r
+ |image358|\r
+\r
+- Click 'Import into catalog' to complete the import\r
+\r
+ Import summary\r
+ |image359|\r
+\r
+- Once your import is complete a link to the new bib records will\r
+ appear to the right of each title that was imported\r
+\r
+- You can also undo your import by clicking the 'Undo import into\r
+ catalog' button\r
+\r
+Records imported using this tool remain in the 'reservoir' until they\r
+are cleaned. These items will appear when searching the catalog from the\r
+`Cataloging <#cataloging>`__ tool:\r
+\r
+Reservoir Results\r
+|image360|\r
+\r
+To clean items out of the 'reservoir':\r
+\r
+- Visit the main screen of the Manage Staged MARC Records tool\r
+\r
+ List of Staged MARC Records\r
+ |image361|\r
+\r
+- To clean a batch, click the 'Clean' button to the right\r
+\r
+- You will be presented with a confirmation message\r
+\r
+ Clean MARC Records Confirmation\r
+ |image362|\r
+\r
+ - Accept the deletion and the records will be removed from the\r
+ reservoir and the status will be changed to 'cleaned'\r
+\r
+`Upload Local Cover Image <#uploadlocalimages>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Catalog > Upload Local Cover Image\r
+\r
+This tool will allow you to upload cover images for the materials in\r
+your catalog. To access this tool, staff will need the\r
+`upload\_local\_cover\_images permission <#toolspermissions>`__. In\r
+order for images to show in the staff client and/or OPAC you will need\r
+to set your `LocalCoverImages <#LocalCoverImages>`__ and/or\r
+`OPACLocalCoverImages <#OPACLocalCoverImages>`__ preferences to\r
+'Display.' Images can be uploaded in batches or one by one.\r
+\r
+ **Note**\r
+\r
+ Koha does not have a maximum file size limit for this tool, but\r
+ Apache may limit the maximum size of uploads (talk to your sys\r
+ admin).\r
+\r
+ **Note**\r
+\r
+ When you want to upload multiple images onto a bib record, they will\r
+ display left to right (then top to bottom, depending on screen real\r
+ estate) in order of uploading, and the one on the left (the first\r
+ one uploaded) will be the one used as a thumbnail cover in search\r
+ results and on the detail page. There is no way to reorder cover\r
+ images uploaded in this way, so be sure to upload them in the order\r
+ you'd like them to appear.Multiple cover images on one record\r
+\r
+If uploading a single image:\r
+\r
+- Visit the tool and click the 'Browse' button to browse to the image\r
+ on your local machine.\r
+\r
+ Upload single cover image\r
+ |image363|\r
+\r
+- Click 'Upload file'\r
+\r
+- Choose 'Image file' under the 'File type' section\r
+\r
+- Enter the biblionumber for the record you're attaching this image to.\r
+ This is not the same as the barcode, this is the system generated\r
+ number assigned by Koha.\r
+\r
+ - Find the biblionumber by looking at the end of the URL in the\r
+ address bar when on the detail page\r
+\r
+ Biblionumber in URL\r
+ |image364|\r
+\r
+ - or by clicking on the MARC tab on the detail page in the staff\r
+ client\r
+\r
+ Biblionumber on MARC Record\r
+ |image365|\r
+\r
+- If you would like to replace any other cover images you may have\r
+ uploaded in the past, check the 'Replace existing covers' box under\r
+ the 'Options' section\r
+\r
+- Click 'Process images'\r
+\r
+- You will be presented with a summary of the upload and a link to the\r
+ record you have just added the image to\r
+\r
+If uploading a batch of images at once you will need to prepare a ZIP\r
+file first.\r
+\r
+- Enter in to the ZIP file all the images you are uploading\r
+\r
+- Also include a text file (\*.TXT) named either datalink.txt or\r
+ idlink.txt listing the biblionumber followed by the image name for\r
+ each image one per line\r
+\r
+ - ex. 4091,image4091.jpg\r
+\r
+ ZIP File Contents\r
+ |image366|\r
+\r
+- Browse your local computer to the ZIP file\r
+\r
+- Click 'Upload file'\r
+\r
+- Choose 'Zip file' under the 'File type' section\r
+\r
+- If you would like to replace any other cover images you may have\r
+ uploaded in the past, check the 'Replace existing covers' box under\r
+ the 'Options' section\r
+\r
+- Click 'Process images'\r
+\r
+- You will be presented with a summary of the upload\r
+\r
+ Upload Summary\r
+ |image367|\r
+\r
+ **Important**\r
+\r
+ The source image is used to generate a 140 x 200 px thumbnail image\r
+ and a 600 x 800 px full-size image. The original sized image\r
+ uploaded will not be stored by Koha\r
+\r
+You will be able to see your cover images in the staff client on the\r
+detail page under the 'Image' tab in the holdings table at the bottom\r
+\r
+Cover images in the staff client\r
+|image368|\r
+\r
+In the OPAC the cover images will also appear in the images tab, as well\r
+as next to the title and on the search results.\r
+\r
+If you would like to remove a cover image you can click 'Delete image'\r
+below the image if you have the `upload\_local\_cover\_images\r
+permission <#toolspermissions>`__.\r
+\r
+`Additional Tools <#additionaltools>`__\r
+---------------------------------------\r
+\r
+`Calendar <#calholidays>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Additional Tools > Calendar\r
+\r
+Libraries can define library closings and holidays to be used when\r
+calculating due dates. You can make use of the Calendar by turning on\r
+the proper system preferences:\r
+\r
+- *Get there:*\ More > Administration > Global System Preferences >\r
+ Circulation > `useDaysMode <#useDaysMode>`__\r
+\r
+ - Choose the method for calculating due date - either include days\r
+ the library is closed in the calculation or don't include them.\r
+\r
+- *Get there:* More > Administration > Global System Preferences >\r
+ Circulation > `finescalendar <#finesCalendar>`__\r
+\r
+ - This will check the holiday calendar before charging fines\r
+\r
+Calendar & Holidays Tools\r
+|image369|\r
+\r
+`Adding Events <#addevents>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Before adding events, choose the library you would like to apply the\r
+closings to. When adding events you will be asked if you would like to\r
+apply the event to one branch or all branches. To add events, simply\r
+\r
+- Click on the date on the calendar that you would like to apply the\r
+ closing to\r
+\r
+ Calendar Add Form\r
+ |image370|\r
+\r
+- In the form that appears above the calendar, enter the closing\r
+ information (for more info on each option click the question mark [?]\r
+ to the right of the option)\r
+\r
+ - Library will be filled in automatically based on the library you\r
+ chose from the pull down at the top of the page\r
+\r
+ - The day information will also be filled in automatically based on\r
+ the date you clicked on the calendar\r
+\r
+ - In the description enter the reason the library is closed\r
+\r
+ - Next you can choose if this event is a one time event or if it is\r
+ repeatable.\r
+\r
+ - If this is a one day holiday choose 'Holiday only on this day'\r
+\r
+ - If this is a weekly closing (like a weekend day) then you can\r
+ choose 'Holiday repeated every same day of the week'\r
+\r
+ - If this is an annual holiday closing choose 'Holiday repeated\r
+ yearly on the same date'\r
+\r
+ - If the library is going to be closed for the week or a range of\r
+ time choose 'Holiday on a range' and enter a 'To Date' at the\r
+ top\r
+\r
+ - If the library is going to be closed for a range of time each\r
+ year (such as summer holidays for schools) choose 'Holiday\r
+ repeated yearly on a range' and enter a 'To Date' at the top\r
+\r
+ - Finally decide if this event should be applied to all libraries or\r
+ just the one you have originally selected\r
+\r
+ - If you'd rather enter all the holidays and then copy them all\r
+ to another branch all at once you can use the copy menu below\r
+ the calendar\r
+\r
+ Copy holidays\r
+ |image371|\r
+\r
+- After saving you will see the event listed in the summary to the\r
+ right the calendar\r
+\r
+ Calendar Summary\r
+ |image372|\r
+\r
+`Editing Events <#editevents>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+To edit events\r
+\r
+- Click on the event on the calendar that you want to change (do this\r
+ by clicking on the date on the calendar, not the event listed in the\r
+ summary)\r
+\r
+ Edit holiday form\r
+ |image373|\r
+\r
+- From this form you can make edits to the holiday or delete the\r
+ holiday completely.\r
+\r
+ - All actions require that you click 'Save' before the change will\r
+ be made.\r
+\r
+- Clicking on repeatable events will offer slightly different options\r
+\r
+ Edit repeatable event\r
+ |image374|\r
+\r
+ - In the form above you will note that there is now an option to\r
+ 'Generate an exception for this repeated holiday,' choosing this\r
+ option will allow you to make it so that this date is not closed\r
+ even though the library is usually closed on this date.\r
+\r
+ - All actions require that you click 'Save' before the change\r
+ will be made.\r
+\r
+`Additional Help <#calendarhelp>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+When adding or editing events you can get additional help by clicking on\r
+the question mark next to various different options on the form\r
+\r
+Additional Calendar Help Buttons\r
+|image375|\r
+\r
+`CSV Profiles <#csvprofiles>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Additional Tools > CSV Profiles\r
+\r
+CSV Profiles are created to define how you would like your cart or list\r
+to export.\r
+\r
+`Add CSV Profiles <#addcsvprofile>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+To add a CSV Profile\r
+\r
+- Click 'CSV Profiles' from the Tools menu\r
+\r
+- The 'Profile type' determines what type of fields you plan to use\r
+ (MARC or SQL) to define your profile\r
+\r
+ - If you choose MARC then you will need to enter MARC fields\r
+\r
+ MARC CSV Profile\r
+ |image376|\r
+\r
+ - If you choose SQL then you will need to enter SQL database fields\r
+\r
+ SQL CSV Profile\r
+ |image377|\r
+\r
+ - The 'Profile name' will appear on the export pull down list when\r
+ choosing 'Download' from your cart or list\r
+\r
+ Download List\r
+ |image378|\r
+\r
+ - The 'Profile description' is for your own benefit, but will also\r
+ appear in the OPAC when patrons download content, so make sure\r
+ it's clear to your patrons as well\r
+\r
+ - The 'CSV separator' is the character used to separate values and\r
+ value groups\r
+\r
+ **Note**\r
+\r
+ The most common option here is comma because most spreadsheet\r
+ applications know how to open files split by commas.\r
+\r
+ - The 'Field separator' is the character used to separate duplicate\r
+ fields\r
+\r
+ - Example: You may have multiple 650 fields and this is the\r
+ character that will appear in between each one in the column\r
+\r
+ Field separators in between multiple subjects\r
+ |image379|\r
+\r
+ - The 'Subfield separator' is the character used to separate\r
+ duplicate subfields\r
+\r
+ - Example: You may have multiple $a subfields in a field\r
+\r
+ - The 'Encoding' field lets you define the encoding used when saving\r
+ the file\r
+\r
+ - Finally format your CSV file using the 'Profile MARC' or 'Profile\r
+ SQL' field\r
+\r
+ - Define which fields or subfields you want to export, separated\r
+ by pipes. Example : 200\|210$a\|301 for MARC and\r
+ biblio.title\|biblio.author for SQL\r
+\r
+ - **Note**\r
+\r
+ You can also use your own headers (instead of the ones from\r
+ Koha) by prefixing the field number with an header,\r
+ followed by the equal sign. Example : Personal\r
+ name=100\|title=245$a\|300\r
+\r
+ When you have entered in all of the information for you profile,\r
+ simply click 'Submit' and you will be presented with a confirmation\r
+ that your profile has been saved.\r
+\r
+ Confirmation of new CSV profile\r
+ |image380|\r
+\r
+`Modify CSV Profiles <#editcsvprofile>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Once you have created at least one CSV Profile an 'Edit profile' tab\r
+will appear next to the 'New profile' button.\r
+\r
+Modify CSV Profiles\r
+|image381|\r
+\r
+- Choose the profile you would like to edit and alter the necessary\r
+ fields.\r
+\r
+- After submitting your changes you will be presented with a\r
+ confirmation message at the top of the screen\r
+\r
+ Confirmation of CSV modification\r
+ |image382|\r
+\r
+- To delete a profile, check the 'Delete selected profile' option\r
+ before clicking 'Submit Query'\r
+\r
+ Delete an existing CSV Profile\r
+ |image383|\r
+\r
+`Using CSV Profiles <#usecsvprofiles>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Your CSV Profiles will appear on the export list or cart menu under the\r
+'Download' button in both the staff client and the OPAC\r
+\r
+CSV Profiles on Download Menu in the Staff Client\r
+|image384|\r
+\r
+`Log Viewer <#logviewer>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Additional Tools > Log Viewer\r
+\r
+Actions within the Koha system are tracked in log files. Your `system\r
+preferences <#logs>`__ can be changed to prevent the logging of\r
+different actions. These logs can be viewed using the Log Viewer Tool.\r
+\r
+Log Viewer\r
+|image385|\r
+\r
+Choosing different combinations of menu options will produce the log\r
+file for that query.\r
+\r
+A query for all logs related to the Circulation module produces a result\r
+like this\r
+|image386|\r
+\r
+`News <#newstool>`__\r
+~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Additional Tools > News\r
+\r
+Koha's news module allows librarians to post news to the OPAC, staff\r
+interface and circulation receipts.\r
+\r
+Koha News Module\r
+|image387|\r
+\r
+To add news to either the OPAC, the Staff Client or a Circulation\r
+receipt:\r
+\r
+- Click 'New Entry'\r
+\r
+ Add Koha News Form\r
+ |image388|\r
+\r
+ - Under 'Display Location' choose whether to put the news on the\r
+ OPAC, Slip (circulation receipt) or the Librarian (Staff)\r
+ Interface.Display location\r
+\r
+ - Choose the library this news item will show for\r
+\r
+ - Choose a title for your entry\r
+\r
+ - Using the publication and expiration date fields you can control\r
+ from which date and for how long your news item appears\r
+\r
+ - Examples: (these assume today's date as 07-May-2015)\r
+\r
+ - Publish on current date: set publication date as 07-May-2015\r
+\r
+ - Schedule for publishing in future: set date later than\r
+ 07-May-2015\r
+\r
+ - Backdate the news item: set date earlier than 07-May-2015\r
+\r
+ - 'Appear in position' lets you decide what order your news items\r
+ appear in\r
+\r
+ - The 'News' box allows for the use of HTML for formatting of your\r
+ news item\r
+\r
+- After filling in all of the fields, click 'Submit'\r
+\r
+- News in the OPAC will appear above the\r
+ `OpacMainUserBlock <#OpacMainUserBlock>`__\r
+\r
+ News in the OPAC\r
+ |image389|\r
+\r
+ - Below the news in the OPAC there will be an RSS icon allowing you\r
+ to subscribe to library newsNews RSS feed\r
+\r
+- News in the Staff Client will appear on the far left of the screen\r
+\r
+ News in the Staff Client\r
+ |image390|\r
+\r
+- News on the circulation receipts will appear below the items that are\r
+ checked out\r
+\r
+ News at the bottom of the circulation receipt\r
+ |image391|\r
+\r
+- Depending on your choice for the\r
+ `NewsAuthorDisplay <#NewsAuthorDisplay>`__ preference you will also\r
+ see the person who created the news item (this uses the logged in\r
+ person)\r
+\r
+`Task Scheduler <#taskscheduler>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Additional Tools > Task Scheduler\r
+\r
+The task scheduler is a way to schedule reports to run whenever you\r
+want.\r
+\r
+To schedule a task, visit the Task Scheduler and fill in the form\r
+\r
+Task Scheduler\r
+|image392|\r
+\r
+- Current Server Time shows the time on your server (schedule all of\r
+ your reports to run based on that time - not on your local time)\r
+\r
+- Time should be entered as hh:mm (2 digit hour, 2 digit minute)\r
+\r
+- Date should be entered using the calendar pop up\r
+\r
+- From Report choose the report you want to schedule\r
+\r
+- Choose whether to receive the text of or a link to the results\r
+\r
+- In the Email filed enter the email of the person you want to receive\r
+ your report\r
+\r
+Below the task scheduler form, there is a list of scheduled reports\r
+\r
+Scheduled Tasks\r
+|image393|\r
+\r
+You can also schedule reports directly from the list of saved reports by\r
+clicking the 'Schedule' link\r
+\r
+Saved Reports List\r
+|image394|\r
+\r
+`Troubleshooting <#taskscedtroubleshoot>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Task scheduler will not work if the user the web server runs as doesn't\r
+have the permission to use it. To find out if the right user has the\r
+permissions necessary, check /etc/at.allow to see what users are in it.\r
+If you don't have that file, check etc/at.deny. If at.deny exists but is\r
+blank, then every user can use it. Talk to your system admin about\r
+adding the user to the right place to make the task scheduler work.\r
+\r
+`Quote of the Day (QOTD) Editor <#QOTDEditor>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Additional Tools > Edit quotes for QOTD\r
+ feature\r
+\r
+This tool will allow you to add and edit quotes to show on the OPAC if\r
+you're using the Quote of the Day (QOTD) feature.\r
+\r
+To turn this feature on set the `QuoteOfTheDay <#QuoteOfTheDay>`__\r
+preference to 'Enable and add at least one quote via the Quote of the\r
+Day Editor. Once these steps are complete you will see your quotes above\r
+the `OpacMainUserBlock <#OpacMainUserBlock>`__ in the OPAC:\r
+\r
+Quote in the OPAC\r
+|image395|\r
+\r
+`Add a Quote <#addquote>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+To add a quote:\r
+\r
+- Click the 'Add quote' button in the toolbar and an empty quote entry\r
+ will be added to the end of the current quote list.\r
+\r
+ Add quote button\r
+ |image396|\r
+\r
+ - **Important**\r
+\r
+ Both the 'Source' and the 'Text' fields must be filled in in\r
+ order to save the new quote.\r
+\r
+ Add quote\r
+ |image397|\r
+\r
+- When finished filling in both fields, press the <Enter> key on your\r
+ keyboard to save the new quote.\r
+\r
+- The list will update and the new quote should now be visible in the\r
+ list.\r
+\r
+ **Note**\r
+\r
+ You may cancel the addition of a new quote any time prior to saving\r
+ it simply by pressing the <Esc> key on your keyboard.\r
+\r
+`Edit/Delete a Quote <#editquote>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+Once the current quote pool has been loaded into the editing table, you\r
+may edit the quote source and text.\r
+\r
+- Edit either the 'Source' or 'Text' fields by clicking on the desired\r
+ field.\r
+\r
+ Edit quote\r
+ |image398|\r
+\r
+- When you are finished editing a field, press the <Enter> key on your\r
+ keyboard to save the changes.\r
+\r
+The list will be updated, the edits saved, and visible.\r
+\r
+If you'd like you can also delete quote(s).\r
+\r
+- Select the quote(s) you desire to delete by clicking on the\r
+ corresponding quote id.\r
+\r
+- Once quote selection is finished, simply click the 'Delete quote(s)'\r
+ button.\r
+\r
+- You will be prompted to confirm the deletion.\r
+\r
+- After confirming the deletion, the list will update and the quote(s)\r
+ will no longer appear.\r
+\r
+`Import Quotes <#importquote>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+If you'd like you can import a batch of quotes as a CSV file. Your file\r
+must contain two columns in the form: "source","text" with no header\r
+row.\r
+\r
+ **Note**\r
+\r
+ You will be prompted to confirm upload of files larger than 512KB.\r
+\r
+- To start the import process click the 'Import quotes' button at the\r
+ top of the screen\r
+\r
+ Import quotes button\r
+ |image399|\r
+\r
+- Once on the import quotes screen you can browse your computer for the\r
+ file you would like to import\r
+\r
+ Import quotes\r
+ |image400|\r
+\r
+- After selecting the CSV file, click the 'Open' button and the file\r
+ will be uploaded into a temporary editing table.\r
+\r
+ Imported quotes\r
+ |image401|\r
+\r
+- From the listing you can edit either the 'Source' or 'Text' fields by\r
+ clicking on the desired field. When you are finished editing a field,\r
+ press the <Enter> key on your keyboard to save the changes.\r
+\r
+ Edit imported quote\r
+ |image402|\r
+\r
+- You can also delete quotes from this listing before completing the\r
+ import.\r
+\r
+ - Select the quote(s) you desire to delete by clicking on the\r
+ corresponding quote id.\r
+\r
+ Selected for deletion\r
+ |image403|\r
+\r
+ - Once quote selection is finished, simply click the 'Delete\r
+ quote(s)' key.\r
+\r
+ Delete quote(s)\r
+ |image404|\r
+\r
+ - You will be prompted to confirm the deletion.\r
+\r
+ Confirm deletion\r
+ |image405|\r
+\r
+ - After confirming the deletion, the list will update and the\r
+ quote(s) will no longer appear.\r
+\r
+- Once you are satisfied with the quotes, click the 'Save quotes'\r
+ button in the toolbar at the top and the quotes will be saved.\r
+\r
+ Save quotes button\r
+ |image406|\r
+\r
+`Upload <#uploadtool>`__\r
+~~~~~~~~~~~~~~~~~~~~~~~~\r
+\r
+- *Get there:* More > Tools > Additional Tools > Upload\r
+\r
+This tool will allow you to upload files to your Koha system for\r
+selection from the `Cataloging form <#uploadbibfile>`__.\r
+\r
+`Upload Files <#uploadfiles>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+When you first visit the Upload tool you might see a warning about\r
+missing a category.Upload to temprorary\r
+\r
+Categories are defined in the `authorized value <#authorizedvalues>`__\r
+in the UPLOAD category. If you do not have upload categories then your\r
+files will be temporary and will be deleted the next time the server is\r
+rebooted. Once you have a value in the UPLOAD authorized value category\r
+you will see a Category pull down below the 'Browse' button.Upload to\r
+category\r
+\r
+Browse your computer a file, choose a category and decide if the public\r
+will be able to download this file via the OPAC. Once your file is\r
+uploaded you will be presented with a confirmation.Upload confirmation\r
+\r
+`Search Files <#searchuploads>`__\r
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
+\r
+All uploaded files are searchable from below the upload form. Using the\r
+form you can search any part of the filename and/or the Hashvalue.Search\r
+uploaded files\r
+\r
+You will be presened with the results of your search.Search results\r
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