- *Get there:* More > Administration > Global System Preferences
-Global System Preferences Link and Search
|image0|
System preferences can be searched (using any part of the preference
name or description) using the search box on the 'Administration' page
or the search box at the top of each system preferences page.
-Preferences search at the top of System Preference page
|image1|
When editing preferences a '(modified)' tag will appear next to items
you change until you click the 'Save All' button:
-After editing TagsModeration the '(modified)' label appears
|image2|
After saving your preferences you'll get a confirmation message telling
you what preferences were saved:
-Preference save confirmation message
|image3|
Each section of preferences can be sorted alphabetically by clicking the
small down arrow to the right of the word 'Preference' in the header
column
-Sort option at the top right of each section of preferences
|image4|
If the preference refers to monetary values (like
- Create a project, and give it some details to help you identify it
later
- New Project
|image5|
- Next search for the Google Identity and Access Management API
- API Search
|image6|
- Enable the Google Identity and Access Management API
- Enable Google Identity
|image7|
- Go to 'Credentials' and set the OAuth cosent screen values
- OAuth Consent Screen
|image8|
- Next choose to 'Create credentials' from the 'Credentials' page
- Create credentials
|image9|
- Choose 'Web application' from the 'Application type' menu and fill in
the form presented
- Create Client ID
|image10|
- Set 'Authorized JavaScript origins' to your OPACBaseURL
- You will be presented with your values for your client ID and your
client secret after saving
- OAuth Client ID and Secret
|image11|
.. _googleoauth2clientid-label:
redirect url to
your\_opac\_url/cgi-bin/koha/svc/auth/googleopenidconnect .
- Create Client ID
|image12|
Values:
- Display
- AuthDisplayHierarchy
|image14|
- Don't display
- Display -- shows the tag numbers on the cataloging interface
- MARC editor with tags showing
|image15|
- Don't display -- shows just descriptive text when cataloging
- MARC editor without tags showing
|image16|
.. _intranetbibliodefaultview-label:
- Do -- will combine all identical tag numbers under one heading in the
MARC view in the OPAC and Staff Client
- MARC View in the Staff Client with LabelMARCView set to Do
|image17|
- Don't -- will list all of the tags individually in the MARC view in
the OPAC and Staff Client
- MARC View in the Staff Client with LabelMARCView set to Don't
|image18|
.. _mergereportfields-label:
split in to multiple tabs. The default is to show all holdings on one
tab.
- Separate holdings tabs
|image19|
.. _urllinktext-label:
- Display
- MARC editor with text labels
|image20|
- Don't display
- MARC editor without text labels
|image21|
.. _defaultclassificationsource-label:
AlternateHoldingsSeparator set to a space the holdings would look
like the following:
- Alternate Holdings Display
|image22|
.. _autobarcode-label:
displays the item type icon on the search results to the left of the
result info.
- Item Type Icons to the Left of Result Information
|image23|
.. _itemcallnumber-label:
- Display
- 'Print Label' link appears on bibliographic record in the staff
- client
|image24|
- Don't display
- Allow
- Allow age restriction override
|image25|
- Don't allow
- Don't allow age restriction override
|image26|
Description:
- Allow
- Allow too many checkouts override
|image27|
- Don't allow
- Don't allow too many checkouts override
|image28|
Description:
- display a message
- Lost message when checking out
|image29|
- do nothing
- require confirmation
- Confirm checkout of lost item
|image30|
Description:
- Enable
- Force checkouts on restricted patrons
|image31|
Description:
number of days entered in the decreaseLoanHighHoldsDuration
preference.
- Warning on checkout
|image32|
.. _displaymultiplacehold-label:
- Try
- When CircAutocompl is turned on search results will appear below the
- search box
|image33|
.. _circautoprintquickslip-label:
- Don't show
- No X in the top right
|image36|
- Show
- X in the top right will clear the screen
|image37|
.. _exportcirchistory-label:
automatically be excluded when exporting the patron's current
checkout history.
- ExportRemoveFields
|image38|
.. _filterbeforeoverduereport-label:
before it's run prevents your staff from running a system heavy
report and slowing down other operations in the system.
- Overdue Report Filters
|image34|
Values:
see fines owed on the patron record, you just won't have an
additional notification at check in.
- Fine notification at checkin
|image35|
.. _holdstopullstartdate-label:
- Enable
- Checkout by keyword
|image40|
Description:
- Allow
- Specify Due Date Box Shows
|image41|
- Don't allow
- Specify Due Date Box Doesn't Show
|image42|
.. _specifyreturndate-label:
- Notify
- Notification that a hold is waiting
|image43|
Description:
- Barcode
- Self Checkout Patron Card Number
|image44|
- Username and password
- Shelf checkout by login
|image45|
Description:
- Show
- Editions tab in staff client
|image46|
Description:
- Show
- Editions tab in the OPAC
|image47|
This preference pulls all editions of the same title available in your
- Do
- Data from Babelthèque on the bib record
|image48|
- Don't
- in the OPAC
- HTML5 Media in the OPAC
|image49|
- in the staff client
- HTML5 Media in the staff client
|image50|
- not at all
- Add
- Readometer on the details page
|image51|
- Don't add
- Add
- iDreamBooks rating on search results
|image52|
- Don't add
- Add
- Reviews tab on the detail page
|image53|
- Don't add
:ref:`OPACLocalCoverImages` are set to
'Display.'
- Multiple cover images
|image54|
.. _localcoverimages-label:
four choices of where to display this content. The default view is in
a tab in the holdings table.
- Novelist Select in a tab
|image55|
The content is the same if you choose to show it above the holdings
table or below it. If shown in the right column of the page it's the
same content, but displays a bit differently since space is limited.
- Novelist Select on the side
|image56|
Values:
may not be able to use this feature immediately after signing up. To
learn more please contact your OverDrive representative.
-Overdrive results
|image57|
.. _overdrivecirculation-label:
- Allow
- Add Tags on Detail
|image59|
- Don't allow
- Allow
- Tags on Search Results
|image58|
- Don't allow
- This preference allows you define your own alphabet for browsing
patrons in Koha.
- Alphabet browse on patron module
|image60|
.. _calendarfirstdayofweek-label:
- Patrons can choose their language from a list at the bottom of the
public catalog
- Language selector in OPAC
|image61|
- Don't allow
- Show
- DisplayOPACiconsXSLT
|image62|
**Note**
- Show
- Lost item showing in the OPAC
|image63|
.. _highlightownitemsonopac-&-highlightownitemsonopacwhich-label:
Edit ':ref:`opacheader`' if you'd like to add a library
name above your search box on the OPAC
-Browser title and address bar
|image64|
.. _nologininstructions-label:
- Add
- Library select box on Koha OPAC
|image65|
- Don't Add
- No library select box on Koha OPAC
|image66|
.. _opacbaseurl-label:
This must be filled in with the URL of your public catalog to show
'OPAC View' links from bib records in the staff client:
-With OPACBaseURL set, links to the OPAC will appear on each individual
-bib record in the staff client
|image67|
.. _opaccredits-label:
Click the 'Click to edit; link to enter HTML to appear at the bottom
of every page in the OPAC
-HTML version of a footer for your OPAC
|image68|
-A sample of what can appear in your OPAC credits/footer
|image69|
Description:
:ref:`OPACXSLTDetailsDisplay` needs to
have a value in it for this preference to work.
- Showing the 856u as an image
|image70|
- Neither details or results page
or in a new window depending on the value in the system pref
:ref:`OPACURLOpenInNewWindow`.
- Sample 856 in MARC Record
|image71|
.. _opacexportoptions-label:
address bar in most browsers. The default value for this field (if
left blank) is the small 'K' in the Koha logo.
- Default Koha Favicon
|image72|
.. _opacheader-label:
Asks: Include the following HTML in the header of all pages in the OPAC
-Sample HTML to be displayed at the top of my OPAC
|image73|
**Note**
This value will appear above the main content of your page
-OPAC display of the value from 'opacheader'
|image74|
**Note**
right of the OPAC footer stating 'Powered by Koha' and linking to the
official Koha website.
- Powered by Koha
|image75|
.. _opaclangselectormode-label:
default message can be altered by using the
:ref:`OpacMaintenanceNotice` preference.
- OPAC Maintenance Message
|image76|
.. _opacmaintenancenotice-label:
- HTML entered in this field will appear in the center of the main page
of your OPAC
-Sample OpacMainUserBlock appears below the search bar
|image77|
Learn more in the :ref:`OPAC Editable Regions <editable-opac-regions-label>` section.
be used to enter in 'share' links for social networks or generate
searches against other library catalogs.
- Example of 'Links' column with a value in the OPACMySummaryHTML
- preference
|image78|
Sample Data:
Asks: Show the following HTML on the left hand column of the main page
and patron account on the OPAC (generally navigation links)
-Sample navigation links
|image79|
Learn more in the :ref:`OPAC Editable Regions <editable-opac-regions-label>` section.
will appear below them. When not on the patron account pages the HTML in
OpacNavBottom will just appear right below :ref:`OpacNav`.
-OpacNav and OpacNavBottom on Patron Account
|image80|
.. _opacnavright-label:
hand side of the OPAC under the log in form. If the log in form is not
visible this content will move up on the right column.
-OpacNavRight
|image81|
.. _opacnoresultsfound-label:
This HTML will display below the existing notice that no results were
found for your search.
-HTML in OPACNoResultsFound will appear below lines that look like this
|image82|
**Note**
information on the bibliographic detail page in the OPAC split in to
multiple tabs. The default is to show all holdings on one tab.
- Separate holdings tabs
|image83|
.. _opacshowbarcode-label:
- Don't show
- Barcode not shown in the OPAC
|image84|
- Show
- Barcode shown in the OPAC
|image85|
Description:
- Show holds
- The holdings table on the bibliographic record will show the number
- of holds
|image86|
- Show holds and priority level
- Show priority level
- Patron record in the OPAC shows where in line the patron waits for
- their hold.
|image87|
- :ref:`opacuserlogin` needs to be set to 'allow'
recent comments under the search box at the top of your OPAC with
this preference.
- Recent Comments link on OPAC
|image88|
.. _opacshowunusedauthorities-label:
- only details
- Star Ratings on the Details Page
|image89|
- results and details
- OPAC Star Ratings on the Search Results
|image90|
Description:
Asks: Include the following JavaScript on all pages in the OPAC
-OPAC login box before OPACUserJS edit
|image91|
-JavaScript in OPACUserJS to change the OPAC login box
|image92|
-New OPAC login box after editing OPACUserJS
|image93|
Description:
- A link labeled 'Authority search' will appear at the top of your
OPAC under the search box
- 'Browse by Subject' link under search box on OPAC
|image94|
- Don't allow
- enable
- Browsing and Paging Search Results
|image95|
Description:
- Allow
- Holds notes in the OPAC
|image96|
- Do not allow
client. Notification of patron account requests will appear on the
dashaboard below the list of modules with other pending actions.
- Patrons requesting modifications
|image97|
Once you click the notification you will be presented with the
changes the patron would like to make to their account and from there
you can choose how to proceed.
- Patrons modifications
|image98|
**Note**
- A link to 'Most Popular' will appear at the top of your OPAC
- 'Most Popular' link under the search box
|image99|
- Don't allow
that it shows will not be an accurate portrayal of what's popular in
your library.
- Sample top issues page
|image100|
.. _opacuserlogin-label:
:ref:`ShowReviewer` needs to be set to 'Show' for
this to preference to come in to play
- ShowReviewerPhoto set to 'Show'
|image101|
Description:
- Enable
- Social Networks
|image102|
Description:
Registration <self-registration-label>` system preferences you
can control how this preference will function.
- Register link in the OPAC
|image103|
**Important**
- Show
- OPACShelfBrowser
|image104|
Description:
the staff client and the OPAC on the patron messaging form to choose
to receive messages as SMS
- SMSSendDriver Options
|image105|
**Important**
Asks: Show the following fields from the items database table as columns
on the statistics tab on the patron record: \_\_\_
-Statistics on Patron Record
|image106|
**Important**
- Show
- Number of times each Facet is found in results
|image107|
.. _displaylibraryfacets-label:
value in AdvancedSearchTypes must match the Authorised Value name,
and must be indexed with 'mc-' prefixing that name.
- Searching by Item Type and Shelving Location
|image108|
.. _expandedsearchoption-label:
Please note that the Serial Collection tab is currently available
only for systems using the UNIMARC standard.
- Serial Collection tab
|image109|
- Subscriptions tab
- Subscriptions tab
|image110|
.. _opacserialissuedisplaycount-label:
- brief history
- Brief History
|image111|
- full history
- Full History
|image112|
Description:
:ref:`XSLTDetailsDisplay` needs to be on
for this preference to work.
- Showing the 856u as an image
|image113|
- Neither details or results page
or in a new window depending on the value in the system pref
:ref:`OPACURLOpenInNewWindow`.
- Sample 856 Field
|image114|
.. _displayiconsxslt-label:
- Show
- DisplayIconsXSLT
|image115|
**Note**
address bar in most browsers. The default value for this field (if
left blank) is the small 'K' in the Koha logo.
- Default Koha Favicon
|image116|
.. _intranetmainuserblock-label:
Asks: Show the following HTML in its own column on the main page of the
staff client
-Sample HTML for IntranetmainUserblock
|image117|
-Message from IntranetmainUserblock as it appears on the Staff Client
-main page
|image118|
.. _intranetnav-label:
- In previous versions of Koha this was the setting that read
'normally'
- Detail display without XSLT stylesheets
|image119|
- enter "default" for the default one
- Detail display using XSLT stylesheets
|image120|
- put a path to define a XSLT file
record in the staff client. Showing these checkboxes allows the staff
members to select multiple items to edit or delete at once.
- Items with the checkboxes enabled
|image121|
.. _usewysiwyginsystempreferences-label:
When visiting this page you are presented with a list of the libraries
and groups that have already been added to the system.
-Library List
|image122|
-Group Lists
|image123|
.. _adding-a-library-label:
- The top of the form asks for some basics about the library
- Basic Library Info
|image124|
- The library code should not contain any spaces and be 10 or fewer
- Next you can enter basic contact info about the branch
- Library Contact Info
|image125|
- The address and contact fields can be used to make notices custom
- If the URL field is populated then the library name will be linked
in the holdings table on the OPAC
- Linked Library Name
|image126|
- The OPAC Info box is for you to put information about the library
that will appear in the OPAC when the branch name is moused over
in the holdings table
- OPAC Info
|image127|
- IP Address does not have be filled in unless you plan on limiting
You will be unable to delete any library that has patrons or items
attached to it.
-Staff will be presented with a warning when trying to delete a library
-that is being used
|image128|
Each library will have an 'Edit' link to the right of it. Click this
To add a Search Domain or Library Property Group click the 'New Group'
button at the top of the screen
-Add group form
|image129|
Give the group a 'Category type; of 'searchdomain' and if you would like
Search Domain Groups allow you to search a group of libraries at the
same time instead of searching just one library or all libraries.
-Search Domain Groups
|image130|
To see Search Domain Groups in action visit the staff client advanced
search page in your Koha system:
-Library group search on staff client
|image131|
.. _library-property-groups-label:
You can assign specific categories to your libraries by adding groups
for them
-Library Property Groups
|image132|
Properties are then applied to libraries via the add or edit library
form
-Groups on the Add/Modify library form
|image133|
.. _item-types-label:
Item types typically refer to the material type (book, cd, dvd, etc),
but can be used in any way that works for your library.
-Item Types
|image134|
.. _adding-item-types-label:
To add a new item type, simply click the 'New Item Type' button at the
top of the Item Types page.
-New Item Type
|image135|
- In the 'Item Type' field, enter a short code for your item type
- If you would like a message or alert to appear when items of this
type are checked in you can enter that in the 'Checkin message' box
- Checkin message setup
|image136|
- The Checkin message type can be a Message or an Alert. The only
difference between these two is the styling. By default a Message
is blue
- Checkin Message
|image137|
and an Alert is yellow.
- Checkin Alert
|image138|
- Some SIP devices need you to use a SIP-specific media type instead of
- Your new item type will now appear on the list
- New DVD Item Type
|image139|
.. _editing-item-types-label:
You will not be able to delete item types that are being used by
items within your system.
-Warning when you try to delete an item that is in use
|image140|
.. _authorized-values-label:
screen and the OPAC. The value in the Description field should be
the message text and is limited to 200 characters.
- Borrower messages
|image141|
- Bsort1
category include the Koha modules (Accounts, Acquitisions,
Catalog, Circulation, Patrons)
- Report Groups
|image142|
- REPORT\_SUBGROUP
value code from REPORT\_GROUP in the Description (OPAC) field to
link the subgroup to the appropriate group.
- Report Subgroups
|image143|
- RESTRICTED
- Click 'New Category'
- New Authorized Category form
|image144|
- Limit your Category to 10 characters (something short to make it
- Your new category and value will appear on the list of Authorized
Values
- Custom Authorized Value on list of values
|image145|
.. _add-new-authorized-value-label:
- Click 'New authorized value for ...'
- New Authorized Value form
|image146|
- Enter a code for your Authorized Value into the 'Authorized value'
- The new value will appear in the list along with existing values
- List of authorized values in MARC504 category
|image147|
.. _patrons-&-circulation-label:
- *Get there:* More > Administration > Patrons & Circulation > Patron
Categories
-Patron category list
|image148|
Patrons are assigned to one of six main categories:
To add a new patron category click 'New Category' at the top of the page
-New patron category form
|image149|
- The 'Category Code' is an identifier for your new code.
This field is required in order to save your patron category.
If left blank you will be presented with an error.
- Missing fields error
|image150|
- Enter a plain text version of the category in the 'Description'
This field is required in order to save your patron category.
If left blank you will be presented with an error.
- Missing fields error
|image151|
- Enrollment period (in months) should be filled in if you have a
This field is required in order to save your patron category.
If left blank you will be presented with an error.
- Missing fields error
|image152|
- Some patron categories can have a minimum age (in years) requirement
the staff client by making a choice from the 'Lost items in staff
client' pull down
- Choose a value for 'Hide Lost Items'
|image153|
- **Important**
- In the 'Category type' field choose one of the six main parent
categories
- Six main patron categories
|image154|
- **Important**
This field is required in order to save your patron category.
If left blank you will be presented with an error.
- Missing fields error
|image155|
- The Branch Limitations let you limit this patron category to only
pull down (or 'all libraries' if you want to apply these rules to all
branches):
-Libraries to apply the rules to
|image156|
From the matrix you can choose any combination of patron categories and
item types to apply the rules to
-Setting issuing rules for your libraries
|image157|
- First choose which patron category you'd like the rule to be applied
simply click the 'Edit' link to the right of the fule and edit the
values that appear filled in at the bottom of the form.
-Edit circ and fine rule
|image158|
If you would like to delete your rule, click the 'Delete' link to the
To save time you can clone rules from one library to another by choosing
the clone option above the rules matrix.
-Circulation & Fine Rules Clone Tool
|image159|
After choosing to clone you will be presented with a confirmation
message.
-Circulation & Fine Rules Successfully Cloned Message
|image160|
.. _default-checkouts-and-hold-policy-label:
will be used if none is defined below for a particular item type or
category. This is the fall back rule for defaults.
-Default Checkouts and Hold Policy
|image161|
From this menu you can set a default to apply to all item types and
For this library, you can specify the maximum number of loans that a
patron of a given category can make, regardless of the item type.
-Set default checkouts per patron category
|image162|
**Note**
For this library, you can edit hold and return policies for a given item
type, regardless of the patron's category.
-Hold policies per item type
|image163|
The various Hold Policies have the following effects:
A common use for this field would be for a student ID number or a
Driver's license number.
-List of Patron Attributes
|image164|
.. _adding-patron-attributes-label:
To add a new Patron Attribute Type, click the 'New Patron Attribute
Type' button at the top of the page
-Add Patron Attribute Type form
|image165|
- In the 'Patron attribute type code', enter a short code to identify
patron's short detail display on the left of the checkout screen and
other patron pages
- Show attribute in patron detail on the left
|image166|
- Authorized value category; if one is selected, the patron record
in the 'Class' pull down and you can then change your attributes page
to have sections of attributes
- Patron Attributes Sorted
|image167|
- Click Save to save your new attribute
Once added your attribute will appear on the list of attributes and also
on the patron record add/edit form
-Patron Attributes list on the Patron add/edit form
|image168|
If you have set up classes for organizing attributes they will appear
that way on the add/edit patron form
-Grouped Attributes
|image169|
.. _editing/deleting-patron-attributes-label:
You will be unable to delete an attribute if it's in use.
-Warning when trying to delete an attribute that is in use
|image170|
.. _library-transfer-limits-label:
Before you begin you will want to choose which library you are setting
these limits for.
-Choose the library you're setting limits for
|image171|
Transfer limits are set based on the collections codes you have applied
via the :ref:`Authorized Value <authorized-values-label>` administration area.
-Collection Code values assigned in the Authorized Value area
|image172|
Collection codes will appear as tabs above the checkboxes:
-Collection Code tabs
|image173|
Check the boxes for the libraries that you accept checkins from for the
item type you have selected at the top (in the example below - FIC)
-Example transfer limits set up
|image174|
In the above example, Centerville library will allow patrons to return
To enter transport costs simply click in the cell you would like to
alter, uncheck the 'Disable' box and enter your 'cost'
-Transport cost matrix
|image175|
After entering in your cost, hit 'Enter' on your keyboard or click the
- Choose your library from the pull down at the top of the screen
- Libraries to set Circulation Alerts
|image176|
- To set preferences for all libraries, keep the menu set to
and check outs. To change this, click on the item/patron type combo
that you would like to stop notices for.
- Circulation Alert Matrix
|image177|
- In the above example, Juveniles and Kids will not receive check
To add a new city, click the 'New City' button at the top of the page
and enter the city name, state, zip/postal code and country.
-New city entry form
|image178|
One you click Submit, your city will be saved and will be listed on the
Cities and Towns page
-List of Cities
|image179|
Cities can be edited or deleted at any time.
adding or editing a patron record you will see those cities in a pull
down menu to make city selection easy.
-Cities pull down on the patron record
|image180|
This will allow for easy entry of local cities into the patron record
- *Get there:* More > Administration > Catalog > MARC Bibliographic
Frameworks
-Frameworks List
|image181|
**Important**
you can decide how many fields you want to see on one screen by using
the pagination options at the top of the table.
-Pagination options
|image182|
.. _add-new-framework-label:
- Click 'New Framework'
- Add Framework Form
|image183|
- Enter a code of 4 or fewer characters
- Once your Framework is added click 'MARC structure' to the right of
it on the list of Frameworks
- Choose basis for new Framework
|image184|
- You will be asked to choose a Framework to base your new Framework
Clicking 'Edit' to the right of a Framework will only allow you to edit
the Description for the Framework:
-Edit Framework
|image185|
To make edits to the fields associated with the Framework you must first
To add a field to a Framework click the 'New Tag' button at the top of
the Framework definition
-New Tag Button
|image186|
This will open up a blank form for entering MARC field data
-Add a new tag to framework
|image187|
Enter the information about your new tag:
When you're finished, click 'Save Changes' and you will be presented
with your new field
-New tag and link to subfields
|image188|
To the right of the new field is a link to 'Subfields,' you will need to
to the right of each subfield will allow you to make changes to the text
associated with the field
-Modify MARC Field
|image189|
- Each field has a tag (which is the MARC tag) that is uneditable
- For each subfield you can set the following Basic constraint values
- Editing the 504 Subfield
|image190|
- Text for librarian
- For each subfield you can set the following Advanced constraint
values
- Advanced constraints
|image191|
- Default value
field to show and uncheck the boxes where you would like it
hidden.
- Framework visibility
|image192|
- Is a URL
- In the example above, the 504a field will show the MARC504
Authorized Values when cataloging
- Example of an Authorized Subfield
|image194|
- Thesaurus
To export a framework simply click the 'Export' link to the right of
framework title.
-Export link next to framework
|image195|
When you click 'Export' you will be prompted to choose what format to
export the file in.
-Export formats
|image196|
A framework exported this way can be imported into any other Koha
framework <add-new-framework-label>`. Once you have that framework, click
'Import' to the right of the new framework.
-Import link next to framework
|image197|
You will be prompted to find a file on your computer to import into the
framework.
-Choose a file to import
|image198|
You will be asked to confirm your actions before the file is imported.
-Confirm your desire to import
|image199|
As your file is uploaded you will see an image that will confirm that
the system is working.
-Import timer
|image200|
Once your import is complete you will be brought to the framework edit
The Koha to MARC Mapping page offers you the option of choosing from one
of three tables in the database to assign values to.
-Koha to MARC Mapping Table Pull Down
|image201|
After choosing the table you would like to view, click 'OK.' To edit any
mapping click on the 'Koha Filed' or the 'Edit' link.
-Map MARC Field to Koha Field
|image202|
Choose which MARC field you would like to map to this Koha Field and
:ref:`Framework <marc-bibliographic-frameworks-label>` you would like to apply this rule to.
For example, the subtitle for books can be found in the 245$b field.
-Assigning Book Subtitle
|image203|
However the subtitle for DVDs appears in 245$p
-Assigning DVD Subtitle
|image204|
Using this tool you can tell Koha to print the right field as the
subtitle when viewing the bibliographic record in the OPAC.
-Subtitle display in the OPAC
|image205|
This tool can be used to chain together pieces of the record as well. If
If you change your MARC Bibliographic framework it's recommended that
you run this tool to test for errors in your definition.
-Framework Test
|image206|
.. _authority-types-label:
- *Get there:* More > Administration > Catalog > Classification sources
-Classification Sources
|image207|
Commonly used values of this field are:
You can add your own source of classification by using the New
Classification Source button. To edit use the Edit link.
-Add classification source
|image208|
When creating or editing:
- Click 'New Record Matching Rule'
- Add record matching rule
|image209|
- Choose a unique name and enter it in the 'Matching rule code'
Sample Bibliographic Record Matching Rule: Control Number
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-LOC Matching Rule
|image210|
- Match threshold: 100
- Required Match checks: none (remove the blank one)
- Remove match check
|image211|
.. _oai-sets-configuration-label:
- *Get there:* More > Administration > Acquisitions > Currencies and
Exchange Rates
-Currencies
|image212|
**Note**
don't have an active currency you will see an error message telling you
to choose an active currency.
-No active currency warning
|image213|
.. _budgets-label:
When visiting the main budget administration you will see two tabs, one
for active and one for inactive budgets.
-Budgets List
|image214|
.. _adding-budgets-label:
start fresh with a new budget. To add a new budget click the 'New
Budget' button.
-New Budget Form
|image215|
- Choose the time period this budget is for, whether it's an academic
Once you have made your edits, click the 'Save Changes' button. You will
be brought to a list of your existing budgets.
-List of Budgets
|image216|
.. _duplicate-a-budget-label:
To duplicate a budget from a previous year, click on the link for the
budget name from the list of budgets
-Budgets List
|image217|
On the screen listing the budget breakdown click the Edit button at the
top and choose to Duplicate budget
-Duplicate Budget
|image218|
You can also click the 'Actions' button to the right of the budget and
In both cases you will be presented with a form where you simply need to
enter the new start and end date and save the budget.
-New Duplicate Budget
|image219|
Check the box for 'Mark the original budget as inactive' if the original
fund with the same name as the previous budget, the order will not be
moved.
-Close report
|image220|
.. _funds-label:
To add a new fund click the New button and then choose which Budget you
would like to add the fund to.
-Choose which budget to add a fund to
|image221|
In the form that appears you want to enter the basics about your fund.
-New Fund Form
|image222|
The three first fields are required, the rest are optional
'owner', 'owner and users' or 'owner, users and library' from the
'Restrict access to' menu
- Restrict Fund Access
|image223|
- **Important**
When complete, click 'Submit' and you will be brought to a list of all
of the funds for the budget.
-List of funds
|image224|
The monetary columns in the fund table break down as follows:
To the right of each fund you will find the 'Actions' button under which
you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options.
-Fund actions
|image225|
A child fund simply a sub-fund of the fund listed. An example would be
Funds with children will show with a small arrow to the left. Clicking
that will show you the children funds.
-Child funds
|image226|
.. _budget-planning-label:
When viewing the list of funds click the 'Planning' button and choose
how you would like to plan to spend your budget.
-Planning pull down menu
|image227|
If you choose 'Plan by MONTHS' you will see the budgeted amount broken
down by months:
-Budget Planning Formula
|image228|
To hide some of the columns you can click the 'hide' link to the right
can click the 'Show a column' link found below the 'Fund Remaining'
heading.
-Choose columns to add
|image229|
From here you can plan your budget spending by manually entering values
the form the system will try to divide the amount accordingly, you may
have to make some edits to split things more accurately.
-Auto-filled columns
|image230|
Once your changes are made, click the 'Save' button. If you would like
to export your data as a CSV file you can do so by entering a file name
in the 'Output to a file named' field and clicking the 'Output' button.
-Export planning as CSV
|image231|
.. _edi-accounts-label:
Koha comes with a default list of Z39.50/SRU targets set up that you can
add to, edit or delete
-List of Z39.50 Servers in Koha
|image232|
To find additional Z39.50 targets you use IndexData's IRSpy:
- From the main Z39.50 page, click 'New Z39.50 Server'
- New Z39.50 Server Form
|image233|
- 'Z39.50 server' should be populated with a name that will help you
- From the main Z39.50/SRU page, click 'New SRU Server'
- New SRU Server Form
|image234|
- 'Server name' should be populated with a name that will help you
Using this page you can control which options Koha gives patrons on
their search results.
-Did you mean?
|image235|
To turn on the 'Did you mean?' bar on your search results you need to
If you want one plugin to take priority over another you simply drag it
above the other.
-Drag and drop options
|image236|
If you choose both plugins you will see several options at the top of
your search results
-Both plugins
|image237|
If you choose just the AuthorityFile you'll see just authorities.
-AuthorityFile
|image238|
.. _column-settings-label:
- *Get there:* Administration > Additional Parameters > Column settings
-Column settings
|image239|
Clicking on the module you'd like to edit tables for will show you the
question. If nothing is hidden you will see no check marks in the 'is
hidden by default' column.
-Column settings
|image240|
And will see all of the columns when viewing the table on its regular
page.
-Columns on currency table
|image241|
If columns are hidden they will have checks in the 'is hidden by
default' column.
-Column settings
|image242|
And hidden when you view the table.
-Columns on currency table
|image243|
You can also toggle columns using the 'Show/Hide Columns button in the
top right of the page
-Toggle columns
|image244|
.. _audio-alerts-label:
via the :ref:`batch patron modification tool <batch-patron-modification-label>` 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
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-label:
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
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-label:
- 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
- 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
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
- Click 'New Notice'
- New Notice Form
|image259|
- Choose which library this notice or slip is for
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
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
- 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**
After saving, your layouts will appear on the 'Manage layouts' page.
-Manage Layouts
|image263|
.. _templates-label:
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
- The Units pull down is used to define what measurement scale you're
going to be using for the template.
- Measurement Units
|image266|
- **Note**
After saving, your templates will appear on the 'Manage templates' page.
-Manage Templates
|image267|
.. _profiles-label:
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
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
- 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**
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
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
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
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
:ref:`AnonymousPatron` preference does not contain a
valid value.
-Patron Anonymize/Bulk Delete Tool
|image277|
To either delete or anonymize patrons
- 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-label:
patrons <patron-lists-label>` 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
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
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
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
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-label:
- 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.
- 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
- After uploading you will be presented with a confirmation
- Image Upload Confirmation
|image291|
**Important**
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-label:
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,
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.
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-label:
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
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,
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-label:
Templates <marc-modification-templates-label>`. 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:
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 :
- 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)-label:
- 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
- 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
- Finally choose the file type and file name
- File export format
|image311|
- Choose to export your data in marc or marcxml format
- 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. File type needs to be .csv or .txt
- 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
- Finally choose the file type and file name
- Export format
|image314|
- Choose to export your data in marc or marcxml format
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
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
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
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
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
After saving, your templates will appear on the 'Manage' area under
'Label templates'.
-List of label templates
|image321|
.. _profiles-label:
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
- 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
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
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
- 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
'Create Label Batch' link on the ':ref:`Staged MARC
Management <staged-marc-record-management-label>`' 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
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
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
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-label:
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.
existence 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'
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'
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
'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
:ref:`Stage MARC Records for Import` tool.
-Choose template
|image343|
.. _stage-marc-records-for-import-label:
- 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
- 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 :ref:`MARC Modification
Template <marc-modification-templates-label>` 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 :ref:`record matching rules <record-matching-rules-label>`
through the administration area
- Matching rules
|image350|
- When using the ISBN matching rule Koha will find only exact
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
- You will be presented with a confirmation of your MARC import
- MARC Import Confirmation
|image352|
- To complete the process continue to the :ref:`Manage Staged MARC Records
Once you have :ref:`staged <stage-marc-records-for-import-label>` 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
- 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
- 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
- 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
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
- 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'
- 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
- ex. 4091,image4091.jpg
- ZIP File Contents
|image366|
- Browse your local computer to the ZIP file
- You will be presented with a summary of the upload
- Upload Summary
|image367|
**Important**
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
- This will check the holiday calendar before charging fines
-Calendar & Holidays Tools
|image369|
.. _adding-events-label:
- 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
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-label:
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
- 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
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-label:
- 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
- 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
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-label:
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
- 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-label:
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-label:
preferences <logs-label>` 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-label:
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
- Click 'New Entry'
- Add Koha News Form
|image388|
- Under 'Display Location' choose whether to put the news on the
- News in the OPAC will appear above the
:ref:`OpacMainUserBlock`
- News in the OPAC
|image389|
- Below the news in the OPAC there will be an RSS icon allowing you
- 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
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
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-label:
Day Editor. Once these steps are complete you will see your quotes above
the :ref:`OpacMainUserBlock` in the OPAC:
-Quote in the OPAC
|image395|
.. _add-a-quote-label:
- 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
- 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
- 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
- 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
- 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-label:
- Click 'New patron'
- Choose patron type
|image407|
- The fields that appear on the patron add form can be controlled by
- First enter the identifying information regarding your patron
- Add Patron Form
|image408|
- Required fields are defined in the
- Next enter the contact information
- Patron Contact Information
|image409|
- For contact information, note that the primary phone and email
- If this patron is a child, you will be asked to attach the child
patron to an adult patron
- Guarantor Linking
|image410|
- Click 'Set to Patron' to search your system for an existing patron
- If this patron is a professional, you will be asked to attach the
patron to an organizational patron
- Organization Linking
|image411|
- Click 'Set to Patron to search your system for an existing patron
- Each patron can have an alternate contact
- Alternate Contact
|image412|
- An alternate contact could be a parent or guardian. It can also be
- The library management section includes values that are used within
the library
- Library Management
|image413|
- The card number field is automatically calculated if you have the
- Next, the Library Setup section includes additional library settings
- Library set-up options
|image414|
- The registration date will automatically be filled in with today's
will appear when the circulation staff goes to check an item out
to the patron
- Sample Circulation Note
|image415|
- The Staff/OPAC asks for the username and password to be used by
- If you have set :ref:`additional patron
attributes <patron-attribute-types-label>` up, these will appear next
- Additional Patron Attributes
|image416|
- Finally, if you have
:ref:`EnhancedMessagingPreferences` set
to 'allow,' you can choose the messaging preferences for this patron.
- Patron Messaging Settings
|image417|
- These notices are:
If the system suspects this patron is a duplicate of another it will
warn you.
-Patron Duplicate Suspected
|image418|
**Note**
the patron you're adding is too old or young for the patron category you
have selected:
-Patron age warning
|image419|
.. _add-a-staff-patron-label:
for tracking in house use you first will need a :ref:`patron
category <patron-categories-label>` set up for your Statistical patron.
-In House Patron Category
|image420|
Next, you will need to create a new patron of the statistical type
-New In House Patron
|image421|
Next, follow the steps put forth in the ':ref:`Add a new
- Click the 'Duplicate' button at the top of their record
- The Duplicate Button is the 3rd one in
|image422|
- All of the fields with the exception of first name, card number,
username and password have been duplicated. Fill in the missing
pieces and click 'Save'
- Duplicating Patron Form
|image423|
- **Note**
- You will be brought to your new patron
- Newly created patron
|image424|
.. _add-patron-images-label:
under the patron's name and box to upload a patron image below the basic
contact information.
-Add patron image
|image425|
In the 'Upload Patron Image' box click 'Browse' to find the image on
your computer and 'Upload' to load the image on to the patron record.
-Patron image
|image426|
**Important**
- To edit the entire patron record simply click the 'Edit' button at
the top of the patron record.
- Main Patron Edit Menu
|image427|
- Patron passwords are not recoverable. The stars show on the patron
reset their password. To change the patron's password, click the
'Change Password' button
- Patron Password Change Form
|image428|
- Koha cannot display existing passwords. Leave the field blank to
- To edit a specific section of the patron record (for example the
Library Use section) click the 'Edit' link below the section
- Library Use Section of Patron Record
|image429|
- A patron image can be added by browsing for the image on your machine
from the 'Manage Patron Image' section
- Manage Patron Image Form
|image430|
- This form will not appear if you have the
- Patrons can also be blocked from checking items out by setting Patron
Flags
- Patron Warning Flags
|image431|
- If you would like your circulation staff to confirm a patron's
address before checking items out to the patron, you can see the
'Gone no Address' flag
- Patron's address in doubt
|image432|
- If the patron reports that they have lost their card you can set
the 'Lost Card' flag to prevent someone else from using that card
to check items out
- Patron lost card
|image433|
- If you would like to bar a patron from the library you can add a
manual restriction
- Add manual restriction
|image434|
- **Note**
- If you enter in a date and/or note related to the restriction you
will see that in the restricted message as well
- Restricted until message
|image435|
- Children patrons do not become adults automatically in Koha unless
upgrade a child patron to and adult patron category manually go to
the 'More' menu and choose 'Update Child to Adult Patron'
- Update Child to Adult Patron
|image436|
- You will then be presented with a pop up window asking which one
of your adult patron categories this Child should be updated to
- Choose Adult Category to Update To
|image437|
.. _managing-patron-self-edits-label:
client dashboard below the modules list (along with other items awaiting
action).
-Patron requests waiting
|image438|
**Note**
When you click the 'Patrons requesting modifications' link you will be
brought to a list of patrons with requested changes.
-Manage patron updates
|image439|
From here you can 'Approve' and apply the changes to the patron record,
- On the patron record click More and choose Set Permissions to alter
patron permissions
- Set Patron Permissions
|image440|
- You will be presented with a list of preferences, some of which can
be expanded by clicking the plus sign to the left of the section
title.
- Patron Permissions
|image441|
.. _patron-permissions-defined-label:
- A child patron will list their Guarantor
- Guarantor listed and linked from the child record
|image443|
- On the Guarantor's record, all children and/or professionals will be
listed
- Guarantees listed on the Guarantor's profile
|image444|
.. _circulation-summary-label:
Below the patron's information on the details screen is a tabbed display
of the items they have checked out, overdue, and on hold.
-Checkout summary
|image445|
If they have family at the library staff can see what the other family
members have checked out.
-Relative checkouts
|image446|
The Restrictions tab will show for all patrons. If the patron has no
restrictions you will see that on the tab.
-Patron restrictions
|image447|
If the patron has restrictions on their account the tab will show the
number and the description.
-Patron restrictions
|image448|
Using the 'Add manual restriction' button you can add a restriction to
the patron record from here.
-Add restriction
|image449|
.. _fines-label:
also shows membership fees, rental fees, reserve fees and any other
charge you may have for patrons.
-Patron Accounting Summary
|image450|
The table will show you the following columns:
Each line item can be paid in full (or written off) using the 'Pay
Fines' tab.
-Paying Fines
|image451|
- Each line item can be paid in full, partially paid, or written off.
- The full amount of the fine will be populated for you in the
"Collect From Patron" box
- Pay fine
|image452|
- Click "Confirm"
- Enter the amount you are collecting from the patron in the
"Collect From Patron" box
- Pay partial fine
|image453|
- Click "Confirm"
from Patron." The sum of all fines is shown in "Total Amount
Outstanding"
- Pay Amount
|image454|
- Click "Confirm"
- Check the selection boxes next to the fines you wish to pay, click
"Pay Selected"
- Select lines to pay
|image455|
- Enter an amount to pay towards the fines.
- Pay Selected
|image456|
- Click "Confirm"
- If you accidentally mark and item as paid, you can reverse that line
item by clicking 'Reverse' to the right of the line
- Reverse Link
|image457|
- Once clicked a new line item will be added to the account, showing
the payment as reversed
- Reversed Payment
|image458|
.. _creating-manual-invoices-label:
For fees that are not automatically charged, librarians can create a
manual invoice
-Create Manual Invoice
|image459|
- First choose the type of invoice you would like to create
Manual credits can be used to pay off parts of fines, or to forgive a
fine amount.
-Create Manual Credit
|image460|
- First choose the type of credit you'd like to apply
description of the line item along with the total outstanding on the
account.
-Sample Invoice
|image461|
.. _routing-lists-label:
A list of all of the serial routing lists the patron belongs to will be
accessible via the 'Routing Lists' tab on the patron record.
-Routing Lists
|image462|
On this tab you will be able to see and edit all of the routing lists
that this patron is on.
-Patron's routing lists
|image463|
.. _circulation-history-label:
cannot keep this information this tab will only show currently checked
out items.
-Patron Circulation History
|image464|
If you would like to export a list of barcodes for the items checked in
today you can find that option under the More menu on the top right of
the page.
-Export today's checkins
|image465|
This will generate a text file with one barcode per line.
turned on the :ref:`IssueLog` and :ref:`ReturnLog`
you will see checkins and outs on this screen as well.
-Changes to Patron
|image466|
- The Librarian field shows the patron number for the librarian who
patron. This tab will show the messages that have been sent and those
that are queued to be sent:
-Patron Notices Tab
|image467|
Clicking on the message title will expand the view to show you the full
text of the message that was sent.
-Full message text
|image468|
If the message has a status of sent or failed you will have the option
to 'resend' the message to the patron by clicking the 'resentd button
found under the status.
-Resend notice
|image469|
.. _statistics-label:
:ref:`StatisticsFields` system preference, you can see
statistics for one patron's circulation actions.
-Patron's Statistics
|image470|
.. _files-label:
If you set the :ref:`EnableBorrowerFiles` preference
to 'Do' the Files tab will be visible on the patron information page.
-Patron Files Tab
|image471|
From here you can upload files to attach to the patron record.
-Upload patron files
|image472|
All files that are uploaded will appear above a form where additional
files can be uploaded from.
-List of files on the patron record
|image473|
.. _purchase-suggestions-label:
If the patron can have a discharge generated then it will have a button
that says 'Generate discharge'
-Generate discharge
|image474|
If not then you'll see an error explaining why you can't discharge the
patron.
-Cannot discharge
|image475|
Once the letter is generated you will have a PDF to download
-Discharge letter
|image476|
**Note**
search/browse screen for patrons. From here you can search for a patron
by any part of their name or their card number.
-Patron Search
|image477|
Clicking the small plus sign [+] to the right of the search box will
open up an advanced patron search with more filters including the
ability to limit to a specific category and/or library.
-Expanded patron search
|image478|
You can also filter your patron results using the search options on the
Depending on what you have chosen for the 'Search fields' you can search
for patrons in various different ways.
-Patron Search Fields
|image479|
- Standard:
string you entered or contain the string. Choosing 'Contains' will work
like a wildcard search.
-Contains or Starts with Search
|image480|
You can also browse through the patron records by clicking on the linked
letters across the top.
-Patron Browse
|image481|
- Check out option on the top of the main staff client
- Check out box on main Koha Staff Client page
|image482|
- Check out option on the patron record
- Check out tab on a patron record
|image483|
- If you have enabled :ref:`batch checkouts <batch-checkout-label>` then
- Check out option on the quick search bar on the circulation page
- Check out tab on quick search bar
|image484|
.. _checking-items-out-label:
of the many options listed above. You will then be presented with the
checkout screen.
-Check Out Screen
|image485|
If you have chosen to 'Always show checkouts immediately' then you will
see the list of checkouts below the check out box.
-Check Out Screen
|image486|
At the top of the Check Out screen is a box for you to type or scan the
Items that are hourly loan items will include the time with the due
date.
-Patron's checkout summary
|image487|
If you checked out an item for on site use you will see that highlighted
in red in the checkout summary.
-Patron's on-site checkout
|image488|
If you have set your `ExportWithCsvProfile <#ExportWithCsvProfile>`__
preference, you will also see the option to export the patron's current
checkout information using a CSV Profile or ISO2709 (MARC21) format.
-Export patron's checkout information
|image489|
Also at the bottom of the page is the list of items the patron has on
hold
-Holds summary on check out screen
|image490|
From the holds list you can suspend or resume patrons holds using the
If there are notes on the patron record these will appear to the right
of the checkout box
-Patron notes on check out screen
|image491|
If the patron has a hold waiting at the library that too will appear to
the right of the check out box making it easy for the circulation
librarian to see that there is another item to give the patron
-Hold waiting message on check out screen
|image492|
The details of the checkouts will appear on the bib detail page in the
staff client as well.
-Circulation information on holdings tab
|image493|
.. _printing-receipts-label:
You can also click the Print button at the top of the screen and choose
'Print slip' or 'Print quick slip'.
-Print receipt to slip printer
|image494|
If you choose 'Print slip' it will print all of the items the patron has
right of the patron's info to remove the current patron from the screen
and start over.
-Clear Screen Button
|image495|
If you have the :ref:`CircAutoPrintQuickSlip`
barcodes. If those items cannot be checked out they will provide a
warning on the following screen
-Batch checkout warnings
|image496|
If you are using a statistical patron type then you'll see that local
use was recorded for each item you scanned.
-Batch local use
|image497|
.. _check-out-messages-label:
will pop up when you check out that item telling you how many pieces
should be there.
-Materials in the checked out item
|image498|
There are times when Koha will prevent the librarian from being able to
- Patron owes too much in fines
- Patron owes too much in fines
|image499|
- You can set the amount at which patron checkouts are blocked with
- Patron has a restriction on their account
- Patron account restricted
|image500|
- This can be set by the librarian editing a patron record and
- If the staff member has the right permission they can override the
restriction temporarily
- Patron account restricted
|image501|
- Patron needs to confirm their address
- Patron's address warning
|image502|
- This can be set by the librarian editing a patron record and
- Patrons has lost their library card
- Lost patron card warning
|image503|
- This can be set by the librarian editing a patron record and
- Patron has outstanding fines
- Patron has a debt
|image504|
- Item on hold for someone else
- Item is on hold for someone else
|image505|
- Item should be on the hold shelf waiting for someone else
- Item is on hold shelf waiting for someone else
|image506|
- Item already checked out to this patron
- Item is currently checked out to this patron
|image507|
- Item checked out to another patron
- Item checked out to another patron
|image508|
- This warning will allow you to place a hold on the item for the
- Item not for loan
- Item is not normally for loan
|image509|
- Patron has too many things checked out and
:ref:`AllowTooManyOverride` is set to 'Allow'
- Too many checkouts
|image510|
- Patron has too many things checked out and
:ref:`AllowTooManyOverride` is set to "Don't
allow"
- Too many checkouts
|image511|
- Item cannot be renewed
- No more renewals
|image512|
- This can be overridden with the
- Barcode not found
- Barcode not found
|image513|
- Learn more about :ref:`fast cataloging <fast-add-cataloging-label>` later in this
- Depending on the value in your :ref:`IssueLostItem`
preference, you may just see a warning
- Warning that item is lost
|image514|
or a confirmation box
- Confirm checkout of lost item
|image515|
- Item being checked out is not recommended for a patron of this age
- Age warning
|image516|
- Item being checked out meets the
:ref:`decreaseLoanHighHolds <decreaseloanhighholds,-decreaseloanhighholdsduration,-decreaseloanhighholdsvalue,-decreaseloanhighholdscontrol,-and-decreaseloanhighholdsignorestatuses-label>` system preference
criteria
- Too many holds
|image517|
.. _renewing-label:
The first is to visit their details page or checkout page and review
their checkout summary at the bottom.
-Circulation Summary
|image518|
In the Renew column you will see how many times each item has been
checked items' button, or to renew all items checked out to the patron
simply click the 'Renew all' button.
-Renew buttons
|image519|
Sometimes renewals will be blocked based on your circulation rules, to
checkbox at the bottom left of the circulation summary. Check that box
and then choose the items you would like to renew.
-Override renewal limit
|image520|
Checking that box will add checkboxes in the renew column above where
The second option is to visit the 'Renew' page found under the
Circulation menu.
-Renew
|image521|
And scan the barcodes of the items you would like to renew.
-Barcode to renew
|image522|
If the item is renewed you will receive a confirmation message.
-Item renewed
|image523|
If the barcode is not found you will be presented with an error.
-No barcode found
|image524|
If the item is not actually checked out you will also receive an error.
-Item not checked out
|image525|
.. _check-in-(returning)-label:
- The check in box on the top of the main staff client
- Check out box on main Koha Staff Client page
|image526|
- The check in option on the quick search bar on the Circulation page
- Check in tab on quick search bar
|image527|
- The check in link on the patron's checkout summary (and on the
checkout summary page)
- Patron checkout summary includes 'Check In' link
|image528|
- The Check in page under the Circulation menu
- Check in link on Circulation Module
|image529|
.. _checking-items-in-label:
To check an item in scan the barcode for the item into the box provided.
A summary of all items checked in will appear below the checkin box
-Check In Summary
|image530|
If you are checking items in that were put in the book drop while the
branch, a message will appear asking you to transfer the book to the
home library
- Check in Transfer Message
|image531|
- After this item is checked in the status of the item will be
changed in the catalog to 'in transit'
- In Transit Status
|image532|
- To mark an item as back at the home branch, check the item in at
the home branch
- Check In Transferred Item
|image533|
- A message will appear tell you that the item is not checked
pieces a message will appear warning you about the number of pieces
you should have in your hand
- Materials Specified
|image534|
- If you're checking an item in that has a hold on it, you will be
prompted to confirm the hold
- Hold Found Check In Message
|image535|
- Clicking the Confirm hold button will mark the item as waiting for
pickup from the library
- Hold waiting at the library
|image536|
- Clicking the Print Slip and Confirm button will mark the item as
- If you're checking in an item that has a hold on it at another branch
you will be prompted to confirm and transfer the item
- Hold found for another branch
|image537|
- Clicking the Confirm hold and Transfer button will mark the item
as in transit to the library where the hold was placed
- In transit hold status
|image538|
- Clicking the Print Slip, Transfer and Confirm button will mark the
message telling you about the fine and providing you a link to the
payment page for that patron
- FineNotifyAtCheckin
|image539|
.. _circulation-messages-label:
Values <authorized-values-label>`. To add or edit Circulation Messages you
want to work with the `BOR\_NOTES <#bornotes>`__ value.
-BOR\_NOTES Authorized Values
|image540|
The 'Description' field can hold a canned message that you would like to
message' to the right of the check out box and a button at the top to
'Add message'.
-Circulation Message in Staff Client
|image541|
When you click either of these options you will be asked to choose if
the message is for the librarians or the patron and the message you
would like to leave.
-Leave a Circulation Message
|image542|
**Note**
messages in regular italics font are meant for the patron and the
librarian.
-Circulation Message in Staff Client
|image543|
Circulation messages meant for the patron will also appear when they log
into the OPAC.
-Circulation Message in OPAC
|image544|
.. _holds-label:
obvious is using the 'Place Hold' button at the top of any bibliographic
record.
-Place Hold Button on Bib Record
|image545|
You can also click the smaller 'Place Hold' link found at the top of
your catalog search results, or the 'Holds' link found below each
result.
-Hold options on search results
|image546|
You will be asked to search for a patron by barcode or any part of their
name to start the hold process.
-Find Patron For Hold
|image547|
If you'd like to search for the patron first and then the bib record for
the hold, you can open the patron record and click on the 'Search to
Hold' button at the top of the patron record.
-Search to Hold on Patron Record
|image548|
After clicking the button you will be brought to the catalog search page
where you can find the book(s) you want to place a hold on. Under each
title on the results you'll see an option to 'Hold for Patron Name.'
-Hold for Patron links on Search Results
|image549|
If you want to place a hold on multiple items, simply check the boxes to
the left of them and click the arrow to the right of the 'Place Hold'
button.
-Hold Multiple Items for Patron
|image550|
Depending on how many items you choose to place a hold on at once you
bibliographic record you will see a list of all of the items you can
place a hold on.
-Place Hold Form
|image551|
- Enter any notes that might apply to this hold
the next available option for all titles. If no items are available for
hold it will say so on the confirmation screen.
-Place multiple items on hold
|image552|
Once your hold is placed, if you'd like to have Koha forget that you
the patron's name by clicking the arrow to the right of the 'Place Hold'
button on the search results and choosing the 'Forget' option.
-Forget Search to Hold Option
|image553|
.. _managing-holds-label:
Holds can be altered and cancelled from the Holds tab found on the left
of the bibliographic record.
-Bibliographic Record Tabs
|image554|
From the list of holds you can change the order of the holds, the pickup
location, suspend and/or cancel the hold.
-Lists of Holds
|image555|
**Note**
'Priority' pull down or click the arrows to the right of the priority
pull down.
-Hold Priority Menu
|image556|
If you use the priority pull down to rearrange or delete holds you will
request would stay at the bottom of the queue until everyone else who
wanted to read that book has already done so.
-Lowest Priority & Delete Options for Holds
|image557|
If a patron asks to have their hold suspended and you have the
enter that in the date box and click the 'Update hold(s)' button to save
your changes.
-Hold suspension column
|image558|
To delete or cancel a hold click the red 'X' to the right of the hold
down to the left of each line and then click 'Update hold(s)' at the
bottom of the list.
-Cancel Holds
|image559|
.. _receiving-holds-label:
When you check in an item that has a hold on it the system will ask you
to either confirm and transfer the item
-Confirm Hold & Transfer
|image560|
or just confirm the hold
-Confirm Hold
|image561|
Clicking the Confirm button will mark the item as on hold for the
Once confirmed the hold will show on the patron record and on the
checkout screen under the 'Hold' tab.
-Hold on Patron Record
|image562|
From here if the patron would like you suspend their holds you can do so
The item record will also show that the item is on hold.
-Hold on Item Record
|image563|
In some cases a patron may come in to pick up a hold for their partner
When trying to check out an item that is already waiting for someone
else you will be presented with a warning message.
-Hold waiting for someone else
|image564|
From here you can check the item out to the patron at the desk and
- Click 'Transfer' on the Circulation page
- Transfer Tool
|image565|
- Enter the library you would like to transfer the item to
- Click 'Submit'
- Transfer Summary
|image566|
- The item will now say that it is in transit
- Item in Transit
|image567|
- When the item arrives at the other branch the librarian must check
- The item will not be permanently moved to the new library
- Item record
|image568|
- The item shows the same 'Home Library' but has updated the
By default you will enter the staff client as if you are at your home
library. This library will appear in the top right of the Staff Client.
-My Library
|image569|
This is the library that all circulation transactions will take place
set your library before you start circulating items. To do this you can
click 'Set' at the top right or on the Circulation page.
-Set Library Form
|image570|
Once you have saved your changes you new library will appear in the top
out an item that isn't in you catalog you can go to the Circulation
module and click 'Fast cataloging.'
-Circulation Menu
|image571|
The cataloging interface will open up with the short cataloging record:
-Fast Add Framework
|image572|
After adding your cataloging data you will be asked to enter item data.
enter a barcode at checkout that Koha can't find, it will prompt you to
use fast cataloging to add the item to Koha and check it out.
-Barcode not found
|image573|
Clicking 'Fast cataloging' will bring you to the fast cataloging form
where you can enter the title information
-Fast cataloging
|image574|
After clicking 'Save' you will be brought to the item record where the
barcode will already be filled in with the barcode you're trying to
check out.
-Fast cataloging item record
|image575|
After clicking the 'Add item' button the item will automatically be
checked out the patron you were trying to check the book out to
originally.
-Checked out item
|image576|
.. _circulation-reports-label:
This report will show you all of the holds at your library.
-Sample Holds Queue
|image577|
To generate this report, you must have the :ref:`Build Holds Queue cron
multiple branches then all branches with that item available will see
the hold to pull until one library triggers the hold.
-Holds to Pull
|image578|
You can limit the results you see by using the Refine box on the left
side of the page:
-Refine Holds to Pull Report
|image579|
.. _holds-awaiting-pickup-label:
This report will show all of the holds that are waiting for patrons to
pick them up.
-Holds Awaiting Pickup
|image580|
Items that have been on the hold shelf longer than you normally allow
job <expired-holds-label>` to do that for you, but you can cancel all
holds using the button at the top of the list.
-Items waiting on the hold shelf too long
|image581|
.. _hold-ratios-label:
items per hold that has been placed. The report will tell you how many
additional items need to be purchased to meet this quota.
-Hold Ratios
|image582|
.. _transfers-to-receive-label:
This report will list all of the items that Koha thinks are in transit
to your library.
-Transfers to Receive
|image583|
If your transfers are late in arriving at your library you will see a
message stating how late your items are.
-Late transfers include warning messages
|image584|
**Important**
This report will list all items that are overdue at your library.
-Overdues List
|image585|
The report can be filtered using the menu options found on the left of
This report will show you any overdues at your library that have accrued
fines on them.
-Overdues with fines
|image586|
If you would like to limit the report you can use the pull down menu at
have been used within the library, you will want to check them out to
your statistical patron:
-Check Out Items to Stats Patron
|image587|
Instead of marking the item as 'checked out' the system will record that
the item was used in house:
-Local Use Recorded
|image588|
Repeat these steps for all items that have been used within the library
'Record.' Then whenever you check an item in that is not checked out and
not on hold a local use will be recorded.
-Local Use Recorded
|image589|
**Note**
set in the `LOC <#shelvelocvals>`__ category for PROC (Processing
Center) and CART (Book Cart).
-CART & PROC values in LOC
|image590|
Next you need to set the
The link will then appear at the bottom of the log in page:
-Self Checkout Link on Staff Login
|image591|
You can also access this module by going to :
:ref:`SelfCheckoutByLogin` preference you will be
asked to enter you cardnumber
-Self Checkout Patron Card Number
|image592|
or your username and password:
-Shelf checkout by login
|image593|
Once you're logged in to the self check module you will be asked to scan
the items you are checking out
-Self Checkout
|image594|
As you scan items they will appear below the barcode box
-Self Checkout Summary
|image595|
When you are finished scanning items it is important to click the
'Finish' button. This will prompt you to print a receipt and log you out
of the self check module.
-Self Checkout Receipt
|image596|
When attempting to check items out there are some instances where error
functions. Only a librarian can override a circulation block and so
patrons must go to the librarian for help in these situations.
-Self Checkout Error Message
|image597|
.. _offline-circulation-utilities-label:
Before the first time the system goes offline go to Circulation and
choose 'Built-in offline circulation interface'
-Built-in offline circulation interface
|image598|
And synchronize your data on every circulation computer by clicking the
'Synchronize' link on the right of the screen.
-Synchronize data
|image599|
**Important**
circulation data. Click the 'Download records' link at the top of the
page to synchronize your data.
-Download records for offline use
|image600|
Once your data is downloaded you will see the dates your data was last
the top of the 'Check out' screen. After selecting a patron you will be
presented with the synced patron info, including fines and check outs.
-Check out offline
|image601|
Scan the barcode of the item you would like to check out and enter a due
date. If you don't enter a due date Koha will prompt you for one.
-Offline due date
|image602|
Once the item is checked out it will appear below the patron's info.
-Offline checkouts
|image603|
.. _koha-offline-uploading-label:
Once the system is back online visit the Synchronize page on the Offline
Circulation module and click 'Upload transactions'
-Upload transactions
|image604|
After the files are uploaded you can click 'View pending offline
circulation actions' on the right.
-View pending offline circulation actions
|image605|
After clicking 'View pending offline circulation actions' you will be
brought to a summary of all of the actions you loaded in to Koha in your
\*.koc file.
-Offline Circulation
|image606|
- Once all of the logs from all of the circulation computers are loaded
Once finished you will have a summary of all of your transactions
-Offline Circulation Summary
|image607|
.. _firefox-plugin-label:
Once you have installed the plugins and restarted Firefox, you will see
the Koha logo in the download bar at the bottom right of Firefox.
-Koha Icon on Add-on Bar
|image608|
A click on the logo will open the tool in its own window.
-Koha Offline Circ Tool
|image609|
The plugin consists of four tabs:
- The log will keep information until you empty it. Each time you
open the plugin and it contains data in the log it will warn you
- Koha Offline Circ Warning
|image610|
If you'd like to clear the log, check the 'I want to delete rows'
The first thing you want to do then is to set up the plugin. Go to the
Param tab to set up the plugin
-Koha Offline CIrc Params
|image611|
Answer the 4 questions presented:
Checking out:
-Koha Offline Circulation Check Out
|image612|
- Go to the Check Out tab
Checking in:
-Koha Offline Circulation Check In
|image613|
- Go to the Check In tab
circulation. For example, "10 Row(s) Added" means you did 10
transactions.
-Koha Offline Circulation Tool Count
|image614|
Then, if you want an overview of every transaction, go to the Log tab.
This tab will show you the transactions in the plugin database
-Koha Offline Circulation Log
|image615|
**Note**
every plugin/computer you worked with. This way, the log will go
to Koha and be accessible from the Offline Circulation page.
- Circulation Menu
|image616|
- *Get there:* Circulation > Pending offline circulation actions
- Offline Circulation
|image617|
- Once all of the logs from all of the circulation computers are
- Once finished you will have a summary of all of your transactions
- Offline Circulation Summary
|image618|
- Apply directly
- Once you're finished you can review all of the items right in the
Log tab
- Koha Offline Circulation Apply Directly
|image619|
Once you are done you can clear the log by clicking Clear. If you don't
you will be warned the next time you open the Offline Circulation tool.
-Koha Offline Circulation Tool Warning
|image620|
.. _offline-circ-tool-for-windows-label:
On the Circulation menu click 'Upload offline circulation file (.koc)'
-Circulation menu
|image621|
Browse your computer for the \*.koc file
-Upload KOC File
|image622|
Once the file is uploaded, click the process the file
-Process offline circulation file
|image623|
When this is complete you'll be able to upload another file or tend to
pending offline circulation actions.
-Summary of offline actions
|image624|
After clicking 'View pending offline circulation actions' you will be
brought to a summary of all of the actions you loaded in to Koha in your
\*.koc file.
-Offline Circulation
|image625|
- Once all of the logs from all of the circulation computers are loaded
Once finished you will have a summary of all of your transactions
-Offline Circulation Summary
|image626|
- Click 'New Record'
- New Record Menu
|image627|
- Choose the framework you would like to base your record off of
- Click 'New from Z39.50/SRU'
- Z39.50 Search
|image628|
- Search for the item you would like to catalog
- From the results you can view the MARC or Card view for the
records or choose to Import them into Koha
- Z39.50 Search Results
|image629|
- In addition to the Import link to the right of each title, you
can click on the title you're interested in and a menu will pop
up with links to preview the record and import it
- Import Link Popup on Z39.50 Search Results
|image630|
- If you don't find the title you need in your Z39.50 search
results you can click the 'Try Another Search' button at the
bottom left of your results
- Try another search
|image631|
.. _basic-editor-cataloging-label:
record via Z39.50 you will be presented with the form to continue
cataloging
-Add MARC Record
|image632|
- If you would rather not see the MARC tag numbers you can change the
fields controlled by authorities you may see a lock symbol to the
left of the field.
- Authority fields locked against editing
|image633|
- If this icon appears you must click the icon to the right of the
field to search for an existing authority.
- Search for authority
|image634|
- From the results list click 'Choose authority' to bring that into
your catalog record
- Authority search results
|image635|
- To duplicate a field click on the 'repeat this tag' icon to the right
of the tag
- Duplicate a Field
|image636|
- To move subfields in to the right order, click the up arrow to the
copied field, click the delete clone icon) to the right of the
field
- Clone Subfield
|image637|
- To remove a subfield (if there is more than one of the same type),
- To use a plugin click on the icon to the right of the filed
- Leader Builder Plugin
|image638|
- Some fixed fields have editors that will change based on the
material type you're cataloging (for example the 006 and the 008
fields)
- 008 Plugin
|image639|
- Once you've finished, click the 'Save' button at the top and choose
whether you want to save and view the bib record you have created or
continue on to add/edit items attached to the record
- Record save options
|image640|
- Choosing 'Save and view record' will bring you right to the record
- If you are about to add a duplicate record to the system you will be
warned before saving
- Duplicate Record Warning
|image641|
.. _advanced-editor-cataloging-label:
Using the search box on the left you can perform Z39.50 searches
-Advanced Z39.50 results
|image642|
And from those Z39.50 results you can view the marc record by clicking
the link to the right
-Advanced Z39.50 results
|image643|
Clicking 'Import' will bring the record in to the editor where you can
perform your edits
-Advanced Cataloging
|image644|
**Note**
functions the Keyboard shortcuts button will inform you of the necessary
commands
-Advanced Z39.50 results
|image645|
.. _advanced-cataloging-keyboard-shortcuts-label:
Records <adding-records-label>` for more on creating records) click 'Edit' from
the normal view and choose to 'Link to Host Item'
-Link to Host Item
|image646|
This will prompt you to enter the barcode for the item this record
should be linked to.
-Barcode for Analytic Linking
|image647|
After entering the item's barcode and clicking 'Select' you will receive
a confirmation message.
-Analytic Link Success
|image648|
The record will now have the 773 field filled in properly to complete
the link.
-773
|image649|
To view all of the items tied to the host record, do a search for the
record, click the Analytics tab on the left and the analytics tied to
each barcode will be shown under the "Used in" column.
-Analytics Tab
|image650|
**Note**
You can also see the analytics attached to this record by clicking the
'Show Analytic' link towards the top of the record in the normal view.
-Show Analytics on Bib Record
|image651|
When looking at the analytic record you will also see a link to the host
item under the 'Host records' column in the holdings table when viewing
the 'Analytics' tab.
-Host Record
|image652|
.. _analytics-enhanced-workflow-label:
Records <adding-records-label>` for more on creating records) click 'New' from
the normal view and choose to 'New child record.'
-New child record
|image653|
This will open a new blank record for cataloging. The blank record will
only have the 773 field filled in properly to complete the link once the
record is saved.
-773
|image654|
To view all of the items tied to the host record, do a search for the
record, click the Analytics tab on the left and the analytics tied to
each barcode will be shown under the "Used in" column.
-Analytics Tab
|image655|
You can also see the analytics attached to this record by clicking the
'Show Analytic' link towards the top of the record in the normal view.
-Show Analytics on Bib Record
|image656|
When looking at the analytic record you will also see a link to the host
item under the 'Host records' column in the holdings table when viewing
the 'Analytics' tab.
-Host Record
|image657|
.. _editing-analytics-label:
choose to 'Edit items'. To the left of each item you will see two
options.
-Edit Analytic Item Record
|image658|
- Clicking 'Edit in Host' will allow you to edit the item on the host
To edit a record you can click 'Edit Biblio' from the search results on
the cataloging page
-Edit Biblio Option on Search Results
|image659|
or by clicking the Edit button on the Bibliographic Record and choosing
'Edit Record'
-Edit Record Option on Bibliographic Record
|image660|
The record will open in the MARC editor
-Editing MARC Record
|image661|
The alternative is to search via Z39.50 to overlay your record with a
fuller record found at another library. You can do this by choosing
'Replace Record via Z39.50' from the Edit menu.
-Replace via Z39.50
|image662|
Once you choose that you will be brought to a Z39.50 search window to
:ref:`LocalCoverImages` set to 'Display' by choosing
'Upload Image' from the menu.
-Upload Image
|image663|
Choosing to 'Upload Image' will take you to the :ref:`Upload Local Cover
existing record click 'Edit as New (Duplicate)' from the Edit menu on
the Bibliographic Record
-Edit as New (Duplicate) Bibliographic Record
|image664|
This will open a new MARC record with the fields filled in with the
values from the original Bibliographic Record.
-New Duplicate Record
|image665|
.. _attaching-files-to-records-label:
frameworks, Koha will also ask you what Framework you would like the
newly merged record to use.
-Choose Primary Record for Merge
|image666|
You will be presented with the MARC for all of the records (each
second tab to choose which fields should be in the final (destination)
record.
-Merging Records
|image667|
Should you try to add a field that is not repeatable two times (like
choosing the 245 field from both record #1 and #2) you will be presented
with an error
-Non-repeatable Error
|image668|
Below the records you are merging is an option to enter fields to report
on. This will allow you to control what fields you see on the merge
confirmation page:
-Merge report fields
|image669|
If you enter nothing you will be presented with a confirmation of
biblionumbers only
-Merge report
|image670|
If you enter fields you will see those on the confirmation page (you can
set defaults with the :ref:`MergeReportFields`
preference)
-Merge report
|image671|
Once you have completed your selections click the 'merge' button. The
To delete a bibliographic record simply choose the 'Edit' button and
select 'Delete record'
-Delete record
|image672|
Bibliographic records can only be deleted one all items have been
deleted. If you try to delete a bibliographic record with items still
attached you will see that the delete option is grayed out.
-Record with items still attached
|image673|
.. _item-records-label:
record. You can also click 'Add/Edit Items' from the cataloging search
results
-Add/Edit Items Option on Search Results
|image674|
or you can add new item at any time by clicking 'New' on the
bibliographic record and choosing 'New Item'
-New Item Button
|image675|
The item edit form will appear:
-Add item form
|image676|
At the very least, if you plan on circulating the item, the following
then they will appear in red with a 'required' label. The item will not
save until the required fields are filled in.
-Required Item Subfield
|image677|
- **Note**
Below the add form there are 3 buttons for adding the item
-Add Item Buttons
|image678|
- Add Item will add just the one item
Your added items will appear above the add form once submitted
-Items
|image679|
Your items will also appear below the bibliographic details on the bib
record display.
-List of Items on the Bib Record
|image680|
If you have
set to 'Display' then there will also be a link to print a quick spine
label next to each item.
-List of Items on the Bib Record with a Print Label link
|image681|
You can also filter the contents of your holdings table by clicking the
'Activate filters' links. This will show a row at the top where you can
type in any column to filter the results in the table.
-Filter holdings
|image682|
.. _editing-items-label:
- Clicking 'Edit' and 'Edit Items' from the bibliographic record
- Edit Items Menu Option
|image683|
Which will open up a list of items where you can click the 'Actions'
button to the left of the specific item you would like to edit and
choose 'Edit'.
- Edit individual items
|image684|
- Clicking 'Edit Items' beside the item on the 'Items' tab
- Items Tab
|image685|
Which will open up the editor on the item you'd like to edit
- Edit individual items
|image686|
- Clicking 'Edit' and then 'Edit items in batch'
- Edit items in a batch
|image687|
This will open up the :ref:`batch item modification
can then check off the items you would like to edit and click 'Modify
selected items' at the top of the list.
- Editing selected items
|image688|
- You can click 'Edit' to the right of each item in the Holdings
history will bring you to an item summary. You can also get to the item
summary by clicking on the Items tab to the left of the bib detail page.
-Item Edit
|image689|
From this view you can mark an item lost by choosing a lost status from
the pull down and clicking the 'Set Status' button.
-Edit Lost Status
|image690|
You can also mark an item as damaged by choosing a damaged status from
the pull down and clicking the 'Set Status' button.
-Edit Damaged Status
|image691|
.. _duplicating-items-label:
You can easily duplicate each item by clicking the 'Action' button the
left of each item on the edit items screen
-Edit individual items
|image692|
From here you can choose to 'Duplicate' the item and this will populate
To the left of every bibliographic record there is a tab to view the
items.
-Items Tab
|image693|
Clicking that tab will give you basic information about the items. From
history of the item and if you ordered the item via the acquisitions
module then this section will include information about the order.
-History with order info
|image694|
If the Order or Accession date is linked, clicking it will bring you to
Items can be moved from one bibliographic record to another using the
Attach Item option
-Attach Item Option
|image695|
Visit the bibliographic record you want to attach the item to and choose
'Attach Item' from the 'Edit' menu.
-Attach Item Form
|image696|
Simply enter the barcode for the item you want to move and click
record and clicking the 'Edit' button at the top. From there you can
choose to 'Edit items'.
-'Edit Items' menu option
|image697|
You will be presented with a list of items and next to each one will be
a link labeled 'Delete'. Click that link and if the item is not checked
out it will delete that item.
-Delete link on the left
|image698|
If you know that all of the items attached to your record are not
can then check off the items you would like to delete and click 'Delete
selected items' at the top of the list.
-Deleting selected items
|image699|
Finally you can use the :ref:`batch delete tool <batch-item-deletion-label>` to
has its own circulation history page. To see this, click on the 'Items'
tab to the left of the record you are viewing.
-Items tab
|image700|
Below the 'History' heading is a link to 'View item's checkout history,'
clicking that will open up the item's history which will look slightly
different from the bibliographic record's history page.
-Item Specific Circulation History
|image701|
.. _authorities-label:
from the 'New Authority' button or search another library by clicking
the 'New from Z39.50' button.
-New Authority Record Options
|image702|
If you choose to enter a new authority from scratch, the form that
appears will allow you to enter all of the necessary details regarding
your authority record.
-New Authority Record
|image703|
To expand collapsed values simply click on the title and the subfields
When linking authorities to other headings, you can use the authority
finder plugin by clicking the ellipsis (...) to the right of the field.
-Authority search plugin
|image704|
From there you can search your authority file for the authority to link.
button and add the necessary authority for the link. This plugin also
allows for you to choose the link relationship between the authorities.
-Authority relationships
|image705|
If you choose to search another library for the authority record you
will be presented with a search box
-Authority Z39.50 Search
|image706|
From the results you can choose the 'Import' link to the right of the
record you would like to add to Koha
-Authority Z39.50 Results
|image707|
You will then be presented with the form to edit the authority before
saving it to your system
-Imported Authority
|image708|
.. _searching-authorities-label:
From the authorities page you can search for existing terms and the
bibliographic records they are attached to.
-Authority Search
|image709|
From the results you will see the authority record, how many
and :ref:`delete <editing-authorities-label>` (if there are no bibliographic records
attached).
-Authority Search Results
|image710|
Clicking on the Details link to the right of the authority record
summary will open the full record and the option to edit the record.
-Authority Record
|image711|
If the authority has See Alsos in it you will see those broken out on
the search results, clicking the linked headings will run a search for
that heading instead.
-See Also in Authorities
|image712|
.. _editing-authorities-label:
by clicking on the 'Edit' link to the left of the authority on the
search results.
-Edit Authority Record
|image713|
Once you've made the necessary edits, simply click 'Save' and
clicking the 'Merge' link, found in the actions menu, next to two
results on an authority search.
-Duplicate authorities results
|image714|
After clicking 'Merge' on the first result you will see that authority
listed at the top of the results.
-Merging authorities results
|image715|
Next you need to click 'Merge' next to the second result you'd like to
You will be asked which of the two records you would like to keep as
your primary record and which will be deleted after the merge.
-Merging authorities
|image716|
You will be presented with the MARC for both of the records (each
move on to the second tab to choose which fields should be in the final
(destination) record.
-Authorities to merge
|image717|
Once you have completed your selections click the 'Merge' button. The
primary record will now contain the data you chose for it and the second
record will be deleted.
-Merged authority
|image718|
.. _cataloging-guides-label:
- Your original file will automatically be in the input; ensure
MarcBreaker is chosen, and then click "Execute"
- MarcBreaker
|image719|
- You will be presented with a summary of the records processed at the
bottom of the screen
- MarcBreaker Summary
|image720|
- Click 'Edit Records' to continue on to adding item records
- Your screen will be replaced with a larger screen containing the MARC
records
- MARC file for editing
|image721|
- Click on Tools > Add/Edit Field
- Add/Delete Field
|image722|
- Enter in the Koha specific item info
- Add 942 Field
|image723|
- In the Field box, type 942
- Enter in the item record data
- Add 952 Field
|image724|
- In the Field box, type 952
- Click on File > Compile into MARC
- Compile into MARC
|image725|
- Choose where to save your file
Once you have completed your set up for Course Reserves you can start
creating courses and adding titles to the reserve list.
-Course Reserves Admin
|image726|
From the main course reserves page you can add a new course by clicking
the 'New course' button at the top left.
-Add a new course
|image727|
Your new course will need a Department, Number and Name at the bare
typing their name and Koha will search your patron database to find you
the right person.
-Instructor search
|image728|
Once the instructor you want appears just click their name and they will
instructor will appear above the search box and can be removed by
clicking the 'Remove' link to the right of their name.
-Instructors
|image729|
If you would like your course to show publicly you'll want to be sure to
Once your course is saved it will show on the main course reserves page
and be searchable by any field in the course.
-Courses
|image730|
.. _adding-reserve-materials-label:
Before adding reserve materials you will need at least one course to add
them to. To add materials visit the Course Reserves module.
-Courses
|image731|
Click on the title of the course you would like to add materials to.
-Course administration
|image732|
At the top of the course description click the 'Add reserves' button to
add titles to this reserve list. You will be asked to enter the barcode
for the reserve item.
-Add item to reserve
|image733|
After you are done scanning the barcodes to add to the course you can
see them on the course page
-Course with reserves
|image734|
.. _course-reserves-in-the-opac-label:
Once you have enabled Course Reserves and added courses you will see a
link to Course Reserves below your search box in the OPAC.
-Course Reserves Link
|image735|
Clicking that link will show you your list of enabled courses (if you
have only one course you will just see the contents of that one course).
-Course list in the OPAC
|image736|
You can search course reserves by any field (course number, course name,
instructor name, department) that is visible in the list of courses.
Clicking a course name will show you the details and reserve items.
-Course listing
|image737|
From this page you can view all of the existing frequencies in your
system
-Frequencies
|image738|
and create new ones.
-New frequency
|image739|
.. _manage-serial-numbering-patterns-label:
This page will list for you the numbering patterns you have saved in the
past as well as a few canned patterns.
-Number patterns
|image740|
**Note**
adding a subscription. To add new new pattern click 'New numbering
pattern' at the top of the list of patterns.
-New number pattern
|image741|
.. _custom-subscription-fields-label:
Subscriptions can be added by clicking the 'New' button on any
bibliographic record
-New Subscription Button
|image742|
Or by visiting the Serials module and clicking 'New Subscription'
-New Subscription Button
|image743|
If you are entering a new subscription from the Serials module you will
be presented with a blank form (if creating new from a bibliographic
record the form will include the bib info).
-Add a new subscription (1/2)
|image744|
- 'Librarian' field will show the logged in librarian's username
- In order to claim missing and late issues you need to enter vendor
information
- Vendor Missing Warning
|image745|
- 'Biblio' is the MARC record you'd like to link this subscription to
option found on the subscription information page and changing
only the 'Library' field
- New Duplicate Subscription
|image746|
- Use the 'Public Note' for any notes you would like to appear in the
Once that data is filled in you can click 'Next' to enter the prediction
pattern information.
-Add a new subscription (2/2)
|image747|
- In 'First issue publication date' you want to enter the date of the
'None of the above' and clicking the 'Show/Hide Advanced Pattern'
button at the bottom of the form
- Advanced prediction pattern
|image748|
- The 'Locale' option is useful when you want to display days, month or
irregularities you can choose which issues don't exist from the
list presented.
- Prediction pattern
|image749|
- If you have added a :ref:`custom subscription field <custom-subscription-fields-label>`, it
subscription, use the search box at the top of the Serials page to
search for the serial you'd like to receive issues for:
-Subscription Search
|image750|
From the search results you can click the 'Serial Receive' link or you
can click on the subscription title and then click the 'Receive' button.
-Subscription Buttons
|image751|
The final way to receive serials is from the 'Serial Collection' page.
To the left of the Subscription summary page there is a menu with a link
to 'Serial Collection'
-Serial Subscription Menu
|image752|
From the page that opens up you can click 'Edit Serial' with the issue
you want to receive checked.
-Edit Issues
|image753|
All three of these options will open up the issue receive form:
-Receive Serials
|image754|
- Choose 'Arrived' from the status pull down to mark a serial as
- If you have decided to have an item record created for each issue an
:ref:`item add form <adding-items-label>` will appear after choosing 'Arrived'
- Serial item record
|image755|
- If your issue has a supplemental issue with it, fill in the
'Late' or 'Missing' there you can click the 'Generate Next' button below
the list of issues.
-Generate Next Button
|image756|
Clicking this button will generate the next issue for you and mark the
When on the subscription page you will see a link to the left that reads
'Create Routing List' or 'Edit Routing List'
-Subscription Routing List Link
|image757|
Clicking that link will bring you to the menu to add a new routing list.
-Routing List Creation
|image758|
From here you want to click 'Add recipients' in order to add people to
the routing list. In the menu that appears you can filter patrons by
part of their name, their library and/or patron category.
-Add Members to Routing List
|image759|
Clicking 'Add' to the right of each name will add them to the routing
list. When you have chosen all of the people for the list, click the
'Close' link to be redirected to the routing list.
-Routing List
|image760|
If the list looks the way you expect it to, then click 'Save'. Next you
click 'Save and preview routing slip.' This will open a printable
version of the list.
-Preview Routing List
|image761|
If :ref:`RoutingListAddReserves` is set to on
Subscription information will appear on bibliographic records under the
'Subscriptions' tab
-Subscription Tab on Bibliographic Record
|image762|
Clicking the 'Subscription Details' link will take you to the
Subscription summary page in the staff client.
-Subscription Detail
|image763|
If you are using the `Acquisitions <#acqmodule>`__ module to keep `track
of serial subscriptions <#ordersubscription>`__ you will see that info
before your subscription details.
-Acquisitions information for subscription
|image764|
.. _subscriptions-in-opac-label:
Like in the staff client, there will be a Subscriptions tab on the
bibliographic record.
-Subscriptions Tab in OPAC
|image765|
Under this tab will appear the number of issues you chose when setting
There are two views, compact and full. The compact serial subscription
will show basic information regarding the subscription
-Compact Serial View
|image766|
From this compact display patrons can subscribe to be notified of new
want to have chosen to notify patrons :ref:`on the
subscription <add-a-subscription-label>` itself.
-Subscribe link in the OPAC
|image767|
You can see those who subscribe to new issue alerts by going to the
Whereas the full view shows extensive details, broken out by year,
regarding the subscription
-Full Serial View
|image768|
.. _claim-late-serials-label:
Koha can send email messages to your serial vendors if you have late
issues. To the left of the main serials page there is a link to 'Claims'
-Link to Claims on Serials Menu
|image769|
The links to claims also appears to the left of the subscription detail
page
-Link to Claims on the Serials Menu
|image770|
If you don't have a claim notice defined yet you will see a warning
message that you need to first define a notice.
-Missing Claims Notice Warning
|image771|
Clicking 'Claims' will open a report that will ask you to choose from
your various serial vendors to generate claims for late issues.
-Serial Claims
|image772|
From the list of late issues you can choose which ones you want to send
To use the tool click the link to 'Check expiration' on the serials
menu.
-Check Serial Expiration
|image773|
In the form that appears you need to enter at least a date to search by.
the date you entered. From there you can choose to view the subscription
further or renew it in one click.
-Serial Expiration Search Results
|image774|
.. _renewing-serials-label:
issues. To renew your subscription you can click the 'Renew' button at
the top of your subscription detail page.
-Renew option on subscription detail
|image775|
Another option is to click the 'Renew' link to the right of the
subscription on the Serial Collection page.
-Renew option on serial collection
|image776|
Once you click the 'Renew' link or button you will be presenting with
renewal options.
-Subscription renewal form
|image777|
- The start date should be the date your subscription period starts.
Once in the Serials module there is basic search box at the top that you
can use to find subscriptions using any part of the ISSN and/or title.
-Basic Serials Search
|image778|
You can also click the 'Advanced Search' link to the right of the
'Submit' button to do a more thorough search of your serials.
-Advanced Serials Search
|image779|
From your results you can filter by using the search boxes at the bottom
of each column and adjust the number of results using the toolbar at the
top of the results set.
-Serial Search Results
|image780|
On the main acquisitions page you will see your library's funds listed.
-Acquisitions Funds Summary
|image781|
**Note**
To see a history of all orders in a fund you can click on the linked
amount and it will run a search for you.
-Breakdown of orders against the FIC Fund
|image782|
Learn more in the :ref:`Budget/Fund Tracking` section of
To add a vendor click the 'New Vendor' button on the Acquisitions page
-New Vendor Button on Acquisitions
|image783|
The vendor add form is broken into three pieces
- The first section is for basic information about the Vendor
- Basic Vendor Information
|image784|
- Of these fields, only the Vendor name is required, the rest of the
- The second section is for information regarding your contact at the
Vendor's office
- Vendor Contact Details
|image785|
- None of these fields are required, they should only be entered if
- The final section is for billing information
- Vendor Ordering/Billing Information
|image786|
- To be able to order from a vendor you must make them 'Active'
the Acquisitions home page. Your search can be for any part of the
Vendor's name:
-Vendor Search Results
|image787|
From the results, click on the name of the vendor you want to view or
edit
-Vendor Information Page
|image788|
To make changes to the vendor, simply click the 'Edit vendor' button.
button will also be visible and the vendor can be deleted. Otherwise you
will see a 'Receive shipment' button.
-Receive shipment button
|image789|
.. _vendor-contracts-label:
At the top of a Vendor Information Page, you will see a 'New Contract'
button.
-New Contract Button
|image790|
The contract form will ask for some very basic information about the
contract
-New Contract Form
|image791|
**Important**
Once the contract is saved it will appear below the vendor information.
-Vendor with contracts
|image792|
It will also be an option when creating a basket
-Contract Pull Down on New Basket Form
|image793|
.. _managing-suggestions-label:
the OPAC. When a suggestion is waiting for library review, it will
appear on the Acquisitions home page under the vendor search.
-Pending suggestions on Acquisitions
|image794|
It will also appear on the main staff dashboard under the module labels:
-Pending suggestions on main page
|image795|
Clicking 'Manage suggestions' will take you to the suggestion management
management tool by clicking the 'Manage suggestions' link on the menu on
the left of the Acquisitions page.
-Suggestion Management
|image796|
Your suggestions will be sorted into several tabs: Accepted, Pending,
hand side of the Manage Suggestions page to assist in limiting the
number of titles displayed on the screen.
-Suggestion Filtering
|image797|
Clicking on the blue headings will expand the filtering options and
libraries click on the 'Acquisition information' filter and change
the library.
- Branch filter
|image798|
When reviewing 'Pending' suggestions you can choose to check the box
status and reason for your selection. You can also choose to completely
delete the suggestion by checking the 'Delete selected' box.
-Pending Suggestions
|image799|
Another option for libraries with long lists of suggestions is to
suggestion to open a summary of the suggestion, including information if
the item was purchased.
-Suggestion Information
|image800|
Clicking 'edit' to the right of the suggested title or at the to pof the
suggestion detail page will open a suggestion editing page.
-Edit Purchase Suggestion
|image801|
From this form you can make edits to the suggestion (adding more details
Reasons for accepting and rejecting suggestions are defined by the
`SUGGEST <#suggestauthorized>`__ authorized value.
-Reasons for approving or rejecting suggestions
|image802|
If you choose 'Others...' as your reason you will be prompted to enter
your reason in a text box. Clicking 'Cancel' to the right of the box
will bring back the pull down menu with authorized reasons.
-Enter reason for 'Others...'
|image803|
You can also assign this suggestion to a fund. Edit suggestion fund
the OPAC and an :ref:`email notice <notices-&-slips-label>` will be sent to the patron
using the template that matches the status you have chosen.
-Purchase suggestions in the OPAC
|image804|
.. _placing-orders-label:
To create a basket you must first search for the vendor you're ordering
from:
-New Basket / Add Basket Options
|image805|
And click the 'New basket' button to the right of the vendor name.
After clicking 'New basket' you will be asked to enter some information
about the order:
-Add Basket Form
|image806|
- When adding a basket you want to give it a name that will help you
you're ordering from, you will also have an option to choose which
contract you're ordering these items under.
-Basket with contract options
|image807|
When finished, click 'Save'
-New Empty Basket
|image808|
Once your basket is created you are presented with several options for
- If you are ordering another copy of an existing item, you can simply
search for the record in your system.
- Search for existing records
|image809|
- From the results, simply click 'Order' to be brought to the order
form.
- Order form
|image810|
- All of the details associated with the item will already be
track of suggestions that have been ordered and received you must
place the order using this link.
- Approved Suggestions to Order From
|image811|
- From the results, click 'Order' next to the item you want to order
and you will be presented with the order form including a link to
the suggestion
- Order from a Suggestion
|image812|
- From this form you can make changes to the Catalog Details if
- When the item appears in your basket it will include a link to
the suggestion.
- Suggestion Link in basket
|image813|
- Orders added to the basket in this way will notify the patron via
- After clicking the order link you will be brought to a search page
that will help you find your subscription
- Subscription order search
|image814|
- Your results will appear to the right of the form and each
subscription will have an 'Order' link to the right
- Subscription results
|image815|
- Clicking 'Order' will bring the subscription info in to the order
form without an 'Add item' section since you are just ordering a
subscription and an item isn't needed
- Order from subscription
|image816|
- To order from a record that can't be found anywhere else, choose the
'From a new (empty) record.'
- Order a new record
|image817|
- You will be presented with an empty form to fill in all of the
can use the 'From an external source' option that will allow you to
order from a MARC record found via a Z39.50 search.
- Search for record to add
|image818|
- From the results, click the Order link next to the item you want
to purchase.
- Search Results to Order From
|image819|
- If the item you're ordering from an external source looks like it
might be a duplicate, Koha will warn you and give you options on
how to proceed.
- Duplicate order warning
|image820|
- From the warning, you can choose to order another copy on the
- In the order form that pops up, you will not be able to edit the
catalog details.
- New order from Z39.50 Search
|image821|
- The next option for ordering is to order from a staged record (:ref:`learn
Order from a staged file
~~~~~~~~~~~~~~~~~~~~~~~~
- Staged Files to Order From
|image822|
- From the list of files you are presented with, choose the 'Add
info next. You need to fill out at least one item record and then click
the 'Add' button at the bottom left of the item form.
-Item order
|image823|
After clicking the 'Add item' button below the item record the item will
appear above the form and then you can enter your next item the same way
(if ordering more than one item).
-Item ordered
|image824|
Once you have entered the info about the item, you need to enter the
Accounting information.
-Accounting Details
|image825|
- Quantity is populated by the number of items you've added to the
to your basket. If your price goes over the amount available in the fund
you will be presented with a confirmation.
-Fund warning
|image826|
The confirmation warning will allow you order past your fund amount if
After an item is added to the basket you will be presented with a basket
summary.
-Basket with item info
|image827|
If you would like to see more details you can check the 'Show all
details' checkbox
-Show all details
|image828|
From here, you can edit or remove the items that you have added.
- The catalog record cannot always be deleted. You might see notes
explaining why.
- Can't delete order line
|image829|
On the summary page, you also have the option to edit the information
'Delete this basket' button, or to export your basket as a CSV file by
clicking the 'Export this basket as CSV' button.
-Basket Buttons
|image830|
If you're using EDI for your order you can click the 'Create EDIFACT
preference set to show a confirmation, you will be asked if you are sure
about closing the basket.
-Basket Closure Confirmation
|image831|
When closing the basket you can choose to add the basket to a group for
to a new basket group' you will be brought to the group list where you
can print a PDF of the order.
-Closed Baskets
|image832|
**Important**
A basket with at least one item marked as 'uncertain price' will not
be able to be closed.
- A basket with items where the price is uncertain
|image833|
Clicking the 'Uncertain Prices' button will call up a list of items with
uncertain prices to quick editing. From that list, you can quickly edit
the items by entering new prices and quantities.
-Uncertain Prices
|image834|
**Important**
When you are finished adding items to your basket, click 'Close this
Basket.'
-Close Basket
|image835|
You will be asked if you want to 'Attach this basket to a new basket
group with the same name'. A basket group is necessary if you want to be
able to print PDFs of your orders.
-Create Purchase Order
|image836|
Your completed order will be listed on the Basket Grouping page for
printing or further modification.
-Basket Grouping
|image837|
If you closed the basket before generating the EDIFACT order you can do
printing, which will have all of your library information followed by
the items in your order.
-Order found on PDF
|image838|
.. _receiving-orders-label:
Orders can be received from the vendor information page
-Receive from Vendor Information
|image839|
or the vendor search results page
-Vendor Search Results
|image840|
After clicking 'Receive shipment' you will be asked to enter a vendor
invoice number, a shipment received date, a shipping cost and a budget
to subtract that shipping amount from.
-Receive Shipment
|image841|
The receive page will list all items still on order with the vendor
regardless of the basket the item is from.
-Receipt Summary
|image842|
To receive a specific item, click the 'Receive' link to the right of the
item.
-Receive Item Form
|image843|
From this form you can alter the cost information. You can also choose
filling in subfield v (Cost, replacement price) and subfield g (Cost,
normal purchase price) on the item record after saving.
-Item record after receipt
|image844|
You can also make edits to the item record from this form by clicking
preference set to add or change values on received items those
changes will take place after you hit 'Save'.
-Already Received Items
|image845|
If the item is no longer available from this vendor you can transfer the
order to another vendor's basket by clicking the 'Transfer' link to the
right of the title. This will pop up a vendor search box.
-Transfer search
|image846|
From the results you can click 'Choose' to the right of the vendor you
would like to reorder this item from.
-Transfer vendor
|image847|
You will then be presented with the open baskets for that vendor to
choose from. To move the item simply click 'Choose' to the right of the
basket you would like to add the item to.
-Basket choice
|image848|
Once you have chosen you will be presented with a confirmation message.
-Confirm transfer
|image849|
When you're finished receiving items you can navigate away from this
You will also see that the item is received and/or cancelled if you view
the basket.
-One item marked (rcvd) in basket
|image850|
.. _invoices-label:
When orders are received invoices are generated. Invoices can be
searched by clicking on 'Invoices' in the left of the Acquisitions page.
-Invoices page
|image851|
After searching, your results will appear to the right of the search
options.
-Invoice search results
|image852|
From the results you can click the 'Details' link to see the full
invoice or 'Close' to note that the invoice is closed/paid for.
-Invoice details
|image853|
If you're allowing the uploading of acquisitions files with the
To see or attach new files click the 'Manage invoice files' link
-No invoice files
|image854|
From here you can find a file to upload and/or see the files you have
already attached.
-Invoice files
|image855|
From the invoice search results you can also merge together two invoices
button at the bottom of the page. You will be presented with a
confirmation screen:
-Merge invoices
|image856|
Click on the row of the invoice number you would like to keep and it
you will be presented with a series of filter options on the left hand
side. These filters will be applied only closed baskets.
-Acquisitions Late Order Filters
|image857|
**Note**
Once you filter your orders to show you the things you consider to be
late you will be presented with a list of these items.
-Late Orders
|image858|
To the right of each late title you will be see a checkbox. Check off
the default) you can :ref:`create that in the notices module <adding-notices-&-slips-label>`
and choose it from the menu above the list of late items.
-Choose a Claim Letter
|image859|
.. _acquisition-searches-label:
At the top of the various Acquisition pages there is a quick search box
where you can perform either a Vendor Search or an Order Search.
-Acquisition Searches
|image860|
In the Vendor Search you can enter any part of the vendor name to get
results.
-Vendor Search Results
|image861|
Using the Orders Search you can search for items that have been ordered
with or without the vendor.
-Order Search Box
|image862|
You can enter info in one or both fields and you can enter any part of
the title and/or vendor name.
-Order Search Results
|image863|
Clicking the plus sign to the right of the Vendor search box will expand
the search and allow you to search for additional fields.
-Expanded Orders Search
|image864|
Clicking Advanced Search to the right of the search button will give you
all of the order search options available.
-Full Order Search
|image865|
.. _budget/fund-tracking-label:
your active funds and a breakdown of what has been ordered or spent
against them.
-Fund Table
|image866|
Clicking on the linked amounts under spent or ordered will show you a
summary of the titles ordered/received on that budget.
-Titles Spent
|image867|
.. _edi-process-label:
A list can be created by visiting the Lists page and clicking 'New List'
-New List Button
|image868|
The new list form offers several options for creating your list:
-New List Form
|image869|
- The name is what will appear on the list of Lists
A list can also be created from the catalog search results
-New list from catalog search
|image870|
- Check the box to the left of the titles you want to add to the new
- Choose [New List] from the 'Add to:' pull down menu
- New List from Search Results
|image871|
- Name the list and choose what type of list this is
To add titles to an existing list click on the list name from the page
of lists
-List of Lists
|image872|
To open a list you can click the list name.
From that page you can add titles by scanning barcodes into the box at
the bottom of the page
-Content of a List
|image873|
A title can also be added to a list by selecting titles on the search
results page and choosing the list from the 'Add to' menu
-Add to List
|image874|
.. _viewing-lists-label:
To see the contents of a list, visit the Lists page on the staff client
-List of Lists
|image875|
Clicking on the 'List Name' will show the contents of the list
-Content of a List
|image876|
From this list of items you can perform several actions
One way to merge together duplicate bibliographic records is to add them
to a list and use the Merge Tool from there.
-List of Duplicate Records
|image877|
Once you have selected the records to merge together the process is the
items you would like added to your cart and choose 'Cart' from the 'Add
to' menu
-Add to Cart
|image878|
A confirmation will appear below the cart button at the top of the staff
client
-Items added to Cart
|image879|
Clicking on the Cart icon will provide you with the contents of the cart
-Cart Contents
|image880|
From this list of items you can perform several actions
- A public report is accessible via a URL that looks like this:
http://MYOPAC/cgi-bin/koha/svc/report?id=REPORTID
-Chose Module for Report
|image881|
**Note**
Step 2: Choose a report type. For now, Tabular is the only option
available.
-Report Type
|image882|
Step 3: Choose the fields you want in your report. You can select
multiple fields and add them all at once by using CTRL+Click on each
item you want to add before clicking the Add button.
-Select database fields to query
|image883|
Step 4: Choose any limits you might want to apply to your report (such
as item types or branches). If you don't want to apply any limits,
simply click Next instead of making an option.
-Choose limits
|image884|
Step 5: Perform math functions. If you don't want to do any
calculations, simply click Next instead of making an option.
-Choose math functions
|image885|
Step 6: Choose data order. If you want the data to print out in the
order it's found in the database, simply click Finish.
-Choose ordering
|image886|
When you are finished you will be presented with the SQL generated by
the report wizard. From here you can choose to save the report by
clicking 'Save' or copy the SQL and make edits to it by hand.
-Custom Report Confirmation
|image887|
If you choose to save the report you will be asked to name your report,
sort it in to groups and subgroups and enter any notes regarding it.
-Save custom report
|image888|
Once your report is saved it will appear on the 'Use Saved' page with
all other saved reports.
-Saved Reports list
|image889|
From here you can make edits, run the report, or schedule a time to have
reports module or the 'New report' button at the top of the 'Saved
reports' page.
-New SQL Report
|image890|
Fill in the form presented
-Create Report from SQL
|image891|
- The 'Name' is what will appear on the Saved Reports page to help you
The Description (OPAC) field needs to contain the authorised value for
the Report Group that the Subgroup falls under.
- Report subgroup
|image892|
- **Note**
running a report you can use the 'date' keyword like this:
<<Enter Date\|date>>
- Date Picker
|image893|
**Note**
branch pull down would be generated like this
<<Branch\|branches>>
- Branch pull down
|image894|
**Note**
'Saved reports' page to see all of the reports listed on your system
already.
-Saved Reports
|image895|
To the right of every report there is an 'Actions' pull down. Clicking
Every report can be edited from the reports lists. To see the list of
reports already stored in Koha, click 'Use Saved.'
-Saved Reports
|image896|
To find the report you'd like to edit you can sort by any of the columns
From this list you can edit any custom report by clicking 'Actions' to
the right of the report and choosing 'Edit' from the menu that appears.
-Edit Report Option
|image897|
The form to edit the report will appear.
-Edit SQL Form
|image898|
.. _running-custom-reports-label:
Saved Reports page and clicking the 'Actions' button to the right of the
report and choosing 'Run'.
-Run Report
|image899|
When you report runs you will either be asked for some values
-Enter report parameters
|image900|
or you will see the results right away
-Report results
|image901|
From the results you can choose to rerun the report by clicking 'Run
Using the form provided, choose which value you would like to appear in
the Column and which will appear in the Row.
-Acquisitions Statistics
|image902|
If you choose to output to the browser your results will print to the
screen.
-Acquisitions Statistics Results
|image903|
You can also choose to export to a file that you can manipulate to your
When generating your report, note that you get to choose between
counting or summing the values.
-Acquisitions Stats Options
|image904|
Choosing amount will change your results to appear as the sum of the
amounts spent.
-Acquisitions statistics with totals
|image905|
.. _patron-statistics-label:
Using the form provided, choose which value you would like to appear in
the Column and which will appear in the Row.
-Patron Statistics Options
|image906|
If you choose to output to the browser your results will print to the
screen.
-Patron Statistics Results
|image907|
Based on your selections, you may see some query information above your
Using the form provided, choose which value you would like to appear in
the Column and which will appear in the Row.
-Catalog Statistics Form
|image908|
If you choose to output to the browser your results will print to the
screen.
-Catalog Statistic Results
|image909|
You can also choose to export to a file that you can manipulate to your
Using the form provided, choose which value you would like to appear in
the Column and which will appear in the Row.
-Circulation Statistics
|image910|
If you choose to output to the browser your results will print to the
screen.
-Circulation Statistic Results
|image911|
You can also choose to export to a file that you can manipulate to your
in house usage of items simply by choosing 'Local Use' from the 'Type'
pull down:
-In House Use Stats
|image912|
.. _serials-statistics-label:
Using the form provided, choose how you would like to list the serials
in your system.
-Serials Statistics
|image913|
If you choose to output to the browser your results will print to the
screen.
-Serials Results
|image914|
You can also choose to export to a file that you can manipulate to your
want to display in the column and what value to show in the row. You can
also choose from the filters on the far right of the form.
-Hold Statistics Form
|image915|
If you choose to output to the browser your results will print to the
screen.
-Hold Stats Results
|image916|
You can also choose to export to a file that you can manipulate to your
This report will simply list the patrons who have the most checkouts.
-Patrons with the most checkouts form
|image917|
If you choose to output to the browser your results will print to the
screen.
-Top checkouts results
|image918|
You can also choose to export to a file that you can manipulate to your
This report will simply list the items that have the been checked out
the most.
-Most Circulation Items Form
|image919|
If you choose to output to the browser your results will print to the
screen.
-Top Circulation Items Results
|image920|
You can also choose to export to a file that you can manipulate to your
This report will list for you the patrons in your system who haven't
checked any items out.
-Patrons with no Checkouts
|image921|
If you choose to output to the browser your results will print to the
screen.
-Results for Patrons with no Checkouts
|image922|
You can also choose to export to a file that you can manipulate to your
This report will list items in your collection that have never been
checked out.
-Items with No Checkouts
|image923|
If you choose to output to the browser your results will print to the
screen.
-Items with no checkouts results
|image924|
You can also choose to export to a file that you can manipulate to your
This report will list the total number of items of each item type per
branch.
-Catalog by Item Type
|image925|
If you choose to output to the browser your results will print to the
screen.
-Total of Items by Type and Branch
|image926|
You can also choose to export to a file that you can manipulate to your
This report will allow you to generate a list of items that have been
marked as Lost within the system
-Lost Items Report
|image927|
.. _average-loan-time-label:
This report will list the average time items are out on loan based on
the criteria you enter:
-Average Checkout Period Form
|image928|
If you choose to output to the browser your results will print to the
screen.
-Average Checkout Period Results
|image929|
You can also choose to export to a file that you can manipulate to your
Step 1: Name the definition and provide a description if necessary
-Create a Definition
|image930|
Step 2: Choose the module that the will be queried.
-Select Koha Module
|image931|
Step 3: Choose columns to query from the tables presented.
-Choose columns
|image932|
Step 4: Choose the value(s) from the field(s). These will be
automatically populated with options available in your database.
-Choose fields and values
|image933|
Confirm your selections to save the definition.
-Confirm Definition
|image934|
Your definitions will all appear on the Reports Dictionary page
-Reports Dictionary Listing
|image935|
Then when generating reports on the module you created the value for you
will see an option to limit by the definition at the bottom of the usual
filters.
-Dictionary Limit Option
|image936|
the box at the top of the OPAC or click on the 'Advanced Search' link to
perform a more detailed search.
-OPAC Search Box
|image937|
For more on searching check the '`Searching <#searching>`__' chapter in
After performing a search the number of results found for your search
will appear above the results
-Total Results
|image938|
By default your search results will be sorted based on your
system preference values. To change this you can choose another sorting
method from the pull down on the right.
-Results Sorting Options
|image939|
Under each title on your results list a series of values from your
turned on or off with the
:ref:`DisplayOPACiconsXSLT` system preference.
-Leader Visualization
|image940|
Below each title you will see the availability for the items attached to
on-shelf holds will show as available until a librarian has pulled
them from the shelf and checked the item in make it show 'waiting'.
-Holdings Information
|image941|
If you have turned on :ref:`Enhanced Content`
preferences you may have book jackets on your search results.
-Book Jacket on Results
|image942|
If you have set your :ref:`Did you mean? <did-you-mean?-label>` options you will
see a yellow bar across the top of your results will other related
searches.
-Did you mean?
|image943|
If you performed an advanced search you see an option to go back and
To filter your results click on the links below the 'Refine Your Search'
menu on the left of your screen
-Refine Your Results
|image944|
Depending on your setting for the
results. To learn more about what RSS feeds are check out `this tutorial
video <http://www.youtube.com/watch?v=0klgLsSxGsU>`__.
-RSS Feed Icon
|image945|
Subscribing to search results as RSS feeds will allow you to see when a
At the top of your screen will be the title and the GMD:
-Title
|image946|
Below the title the authors will be listed. These come from your 1xx and
7xx fields. Clicking the author will run a search for other titles with
that author.
-Author Display
|image947|
If you have an authority file you will see a magnifying glass to the
right of author (and other) authorities. Clicking that magnifying glass
will take you directly to the authority record.
-Authority link
|image948|
If you have your :ref:`DisplayOPACiconsXSLT`
by values in your fixed fields (learn more in the `XSLT Item
Types <#XSLTiTypes>`__ Appendix).
-XSLT Item Type
|image949|
Next you'll see the description of the record you're viewing:
-Basic Details
|image950|
Following that information you'll find the subject headings which can be
clicked to search for other titles on similar topics
-Bibliographic Subjects
|image951|
If your record has a table of contents or summary it will appear next to
the 'Summary' or 'Table of Contents' label
-Summary
|image952|
If your record has data in the 856 fields you'll see the links to the
right of the 'Online Resources' label
-Online Resources
|image953|
If the title you're viewing is in a public list then you'll see a list
of those to the right of the 'List(s) this item appears in' label and if
it has tags they will appear below the 'Tags from this library' label
-Tags
|image954|
In the tabs below the details you will find your holdings data
Any notes (5xx fields) that have been cataloged will appear under 'Title
Notes'
-Title notes
|image956|
If you're allowing comments they will appear in the next tab
-Comments
|image957|
And finally if you have enabled FRBR and you have other editions of the
title in your collection you will see the 'Editions' tab.
-Editions
|image958|
To the right of the details you'll find a series of boxes. The first box
can see the next or previous result from your search or return to the
results.
-Search Options
|image959|
Clicking Browse Results at the top of the right column will open up your
search results on the detail page
-Search Results
|image960|
Below the search buttons you'll find the links to place a hold, print
the record, save the record to your lists, or add it to your cart
-More options
|image961|
Clicking 'More Searches' will show the list of libraries you entered in
your :ref:`OPACSearchForTitleIn` preference
-More Searches
|image962|
Under the 'Save Record' label you will find a series of file formats you
can save the record as. This list can be customized by altering the
:ref:`OpacExportOptions` system preference.
-Save Record
|image963|
If at any time you want to change the view from the 'Normal' view to see
the Marc or the ISBD you can click the tabs across the top of the record
-Record Views
|image964|
.. _lists-&-cart-label:
Patrons can manage their own private lists by visiting the 'my lists'
section of their account.
-Lists Management
|image965|
.. _creating-lists-label:
Lists can also be created by choosing the 'New List' option in the 'Add
to' menu on the search results
-Add to New List
|image966|
To create a list the patron simply needs to click the 'New List' link
and populate the form that appears
-Create a new list
|image967|
The only field required is the 'List Name,' but the patron can also
:ref:`OpacAllowPublicListCreation`
preference then patrons will only be able to create private lists.
- Create a new private list
|image968|
- Finally decide what your permissions will be on the list. You can all
bibliographic record. On the search results options to add items to the
list appear below each result and across the top of the results page
-Add to Lists from Results
|image969|
To add a single title to a list, click the 'Save to Lists' option and
To view the contents of a list, click on the list name under the Lists
button.
-Lists
|image970|
The contents of the list will look similar to your search results pages
except that there will be different menu options across the top of the
list.
-List View
|image971|
To the right of the list title there is an RSS icon that will allow you
enter in your email details in the form that pops up (:ref:`view a sample
Lists email <example-email-from-list-label>`)
- Email List Contents
|image972|
- To print the contents of your list out click the 'Print List' link
lists they have created by clicking the appropriate link to the right of
the list name.
-My Lists
|image973|
To edit the list's title or sorting patrons click the 'Edit' link to the
right of the list description.
-Editing List
|image974|
When clicking 'Delete' next to a list you will be asked to confirm that
you want to delete the list.
-Delete list confirmation
|image975|
The list will not be deleted until the 'Confirm' button is clicked to
Once the email address is entered Koha will present you with a
confirmation message
-Share list confirmation
|image976|
and will send a message to that patron.
bibliographic record. On the search results options to add items to the
cart appear below each result and across the top of the results page
-Add to Cart on Search Results
|image977|
Clicking the 'Add to Cart' button will add the one title to your cart.
screen. Once titles are added to the cart you will be presented with a
confirmation
-Items added to Cart
|image978|
From the results you will see which items are in your cart and will be
clicking on the 'Cart' button usually found at the top of the screen.
Your cart will open in a new window.
-Contents of your cart
|image979|
From this window you are presented with several options. Across the top
new window that asks for the email address and message to send. :ref:`View a
sample Cart email <example-email-from-cart-label>`.
-Email Cart
|image980|
**Important**
cart in several pre-defined formats or using a :ref:`CSV
Profile <csv-profiles-label>` that you defined in the Tools module.
-Download Cart
|image981|
Finally you can print out the contents of your cart by choosing the
place hold on multiple items by checking the boxes to the left of the
results and clicking 'Place Hold' at the top
- Place Hold from Results
|image982|
- When viewing a list or search results page you'll see the option to
place the item on hold below the basic information about the title
- Place Hold
|image983|
- When viewing an individual title you'll see the option to place a
hold in the box on the right side of the screen
- Place Hold
|image984|
No matter which of the above links you click to place your hold you'll
be brought to the same hold screen.
-Place Hold Form
|image985|
- Check the box to the left of the items you'd like to place on hold
patrons can leave notes about their holds for the library by clicking
the 'Edit notes' button
- Hold notes
|image986|
- Depending on the rules you set regarding item specific holds in your
allowed to choose whether to place the hold on the next available
copy and/or a specific copy
- Specific Copy Hold
|image987|
After clicking the Place Hold button the patron will be brought to their
search results screen you will see an input box below each result and a
'Tag' option at the top of the screen.
-Tagging Options on Results
|image988|
To add a tag to one item, type the tabs (separated by commas) in the
'New tag' box and click 'Add'. You will be presented with a confirmation
of your tags being added.
-Tags Added on Results
|image989|
From the results you can also tag items in bulk by clicking the
After clicking the button it will change into an input box for you to
add tags to all of the items you have selected.
-Add Tags to Multiple Items
|image990|
.. _comments-label:
bibliographic record has a comments tab below the bibliographic
information.
-Comments Tab
|image991|
If the patron is logged in they will see a link to add a comment to the
item. Clicking this link will open a pop up window with a box for their
comments.
-Add a Comment
|image992|
Once the comment has been typed and the 'Submit' button clicked, the
patron will see their comment as pending and other patrons will simply
see that there are no comments on the item.
-Pending Comment
|image993|
Once the comment is approved the patron will see the number of comments
you'll see the patron's photo pulled from the
`Libravatar <https://www.libravatar.org>`__ library.
-Your Comments
|image994|
Other patrons will see the comment with the name of the patron who left
the comment (unless you have set the :ref:`ShowReviewer`
preference to not show patron names).
-Comment by other patron
|image995|
If you have your :ref:`OpacShowRecentComments`
set to show then you'll see the approved comments on that page.
-Recent Comments List
|image996|
From this page patrons can subscribe to the recent comments using RSS if
the URL. Clicking that folder will open up a list of titles on the page
for you to pick from to add to Zotero.
-Zotero pop up
|image997|
Select the titles you want to add to Zotero and then click the 'OK'
button. This will add the title to Zotero. You can see the title by
opening your Zotero library.
-Title in the Zotero Library
|image998|
.. _custom-rss-feeds-label:
'Allow' then patrons will see a link to register below the log in box on
the right of the main OPAC page.
-Registration link in OPAC
|image999|
When the patron clicks the 'Register here' link they will be brough to a
:ref:`PatronSelfRegistrationBorrowerUnwantedField`
preferences.
-Registration form
|image1000|
Once the patron has confirmed submitted their registration they will
preference to require this) or presented with their new username and
password.
-New account confirmation
|image1001|
Patrons registered in this way will not have a cardnumber until assigned
patrons to reset their password they can click 'Forgot your password?'
link found under the log in box to reset their passwords.
-'Forgot your password?' link
|image1002|
Once clicked they will be presented with a form asking for their
My Summary
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-My Summary
|image1003|
From the 'my summary' tab, patrons will see all of the items they have
have HTML entered in the :ref:`OPACMySummaryHTML`
preference then you will see that to the right of the 'Fines' column.
-Checked out tab with OPACMySummaryHTML set
|image1004|
If your patrons would like to see the items barcodes on their list of
attribute <patron-attribute-types-label>` with the value of SHOW\_BCODE and
:ref:`authorized value <authorized-values-label>` of YES\_NO.
-Add SHOW\_BCODE patron attribute
|image1005|
Then on the :ref:`patron's record set the value <editing-patrons-label>` for
SHOW\_BCODE to yes.
-Setting value for SHOW\_BCODE on patron record
|image1006|
This will add a column to the check out summary in the OPAC that shows
the patrons the barcodes of the items they have checked out.
-Barcode number on checkout list in OPAC
|image1007|
If their guarantee has allowed it via :ref:`their
Clicking on the 'Overdue' tab will show only the items that are overdue.
-Overdue Items
|image1008|
The 'Fines' tab will show just a total of what the patron owes. Clicking
at your library you can turn the display of these tabs off by setting
the :ref:`OPACFinesTab` preference to 'Don't Allow.'
-Patron Fines
|image1009|
Finally, clicking on the 'Holds' tab will show the patron the status of
all of the items they have on hold.
-Patron holds status
|image1010|
Patrons can cancel or suspend (depending on the value of your
- Card marked as lost
- Library card lost
|image1011|
- Patron address in question
- Patron address in question
|image1012|
- **Note**
- Patron marked restricted
- Patron restricted
|image1013|
.. _my-fines-label:
Opening this tab will show the patron an entire history of their
accounting at the library.
-Library Fines & Charges
|image1014|
If you are allowing patrons to pay their fines using PayPal with the
At the bottom the patron will see the option to pay with PayPal for the
items they have checked.
-PayPal Payment
|image1015|
After paying they will be presented with a confirmationPayPal
:ref:`PatronSelfRegistrationBorrowerUnwantedField`
preferences.
-Patron's personal details
|image1016|
Patrons can edit their details in this form and click 'Submit Changes'
record listed below the modules on the main dashboard along with
anything else awaiting library attention.
-Patron requests waiting review
|image1017|
If the :ref:`OPACPatronDetails` preference is set to
'Don't allow' then patrons will simply see their details and a message
stating that they should contact the library for changes.
-Patron's personal details with no edits
|image1018|
.. _my-tags-label:
have applied in a list format. From here patrons have the ability to
remove tags that they have added if they want.
-Patron's tags
|image1019|
.. _change-my-password-label:
presented with a standard form asking them to enter their old password
and then their new password twice.
-Change my password
|image1020|
.. _my-search-history-label:
preference set to 'Allow' then your patrons can access their search
history via the 'my search history' tab.
-my search history tab
|image1021|
The search history is a record of all searches run by the patron.
tab or by clicking the little red 'x' next to the 'Search history' link
at the top right of the OPAC.
-Search history link at the top right of the OPAC
|image1022|
.. _my-reading-history-label:
information via the 'my privacy' tab which will appear if you have the
:ref:`OPACPrivacy` preference set to 'Allow.'
-Patron reading history
|image1023|
If you have HTML entered in the
allow the patrons to decide how the library keeps their circulation
history data.
-my privacy tab
|image1024|
The patron can choose from three options:
Regardless of the patron's choice they can delete their reading history
in bulk at any time by clicking the 'Immediate deletion' button.
-Delete Circulation History
|image1025|
Clicking this button will not delete items that are currently checked
statuses. To disable this tab and the suggestion functionality set the
:ref:`suggestion` preference to 'Don't allow.'
-Patron purchase suggestions
|image1026|
If you have :ref:`OPACViewOthersSuggestions`
which messages they receive from the library (with the exception of
overdue notices which the library controls).
-Patron messaging preferences
|image1027|
If you use an outside driver for sending text messages set with the
additional column to receive these messages as SMS (or text messages)
and a field for a cell (or SMS) number.
-SMSSendDriver in the OPAC
|image1028|
If you are using the Email protocol for sending text messages set with
field for a cell (or SMS) number, and a pull down listing :ref:`cellular
providers entered in administration <sms-cellular-providers-label>`.
-SMSSendDriver in the OPAC
|image1029|
If you are using the :ref:`Itiva Talking
patrons can review public lists and create or edit their own private
lists.
-Patron lists
|image1030|
.. _ask-for-a-discharge-label:
From here patrons can request a discharge
-Request discharge
|image1031|
And will receive confirmation of their request.
-Discharge confirmation
|image1032|
.. _purchase-suggestions-label:
:ref:`OPACViewOthersSuggestions` preference,
then there will be a link at the top of your OPAC under the search box.
-Purchase Suggestions Link on Search Box
|image1033|
There will be a link when the patron finds nothing for their search.
-Purchase Suggestion Link from Search Results
|image1034|
And there will be a link on the patron's :ref:`My Purchase
Suggestions <my-purchase-suggestions-label>` tab.
-Purchase Suggestion from My Purchase Suggestions Tab
|image1035|
Clicking any one of these links will open the purchase suggestion form.
-New Purchase Suggestion
|image1036|
- From the form on the 'Title' is required by the library.
often is the persistent search box at the top of the page. Koha
interprets the searches as keyword searches.
-Koha search box
|image1037|
To start a search, you enter a word or multiple words in the search box.
You'll select the major words and enter them into the persistent search
box.
-Keyword Search
|image1038|
The response to this search is:
-Results
|image1039|
The order of the words does not affect the retrieval results, so you
could also enter the search as "mashups library". The response to this
search is results
-Results
|image1040|
Too many words in the search box will find very few matches, as the
following example illustrates:
-No results found
|image1041|
.. _advanced-searching-label:
you can move to the Advanced Search page by clicking on the Search
option on the persistent toolbar.
-Koha Menu
|image1042|
The Advanced Search page offers many ways to limit the results of your
option called :ref:`expandedSearchOption` must be
set to 'show' to see the following display.
-Advanced Search Options
|image1043|
In this section you can choose among the many indexes by clicking on the
A sample search is shown next, followed by its results:
-Advanced Search
|image1044|
-Results from Advanced Search
|image1045|
When you use the Boolean operators to broaden or narrow a search,
Note: If you leave this :ref:`expandedSearchOption`
set to 'don't show', this is the display you will see:
-Fewer Search Options
|image1046|
The Advanced Search page then shows the multiple kinds of limits that
the drop down menus to narrow your search. You will type the year, year
range, or a 'greater than (>)' or 'less than (<)' year.
-Other Advanced Search Options
|image1047|
Finally, you can choose how the results will be sorted. The pre-defined
sort options are in the final area of the Advanced Search screen.
-Sort Results By
|image1048|
The default sort is by relevance, although you can choose to sort by
count and the search itself is in these examples. The search executed
will always be between the single quotes.
-Sample Search 1
|image1049|
-Sample Search 2
|image1050|
-Sample Search 3
|image1051|
-Sample Search 4
|image1052|
-Sample Search 5
|image1053|
-Sample Search 6
|image1054|
-Sample Search 7
|image1055|
-Sample Search 8
|image1056|
-Sample Search 9
|image1057|
You can also choose to use limiters in your search query. Some common
*By Date: su=supreme court and yr,st-numeric=>2000*
-Sample Search 10
|image1058|
When you limit by date, you can use the '>' (greater than), '<' (less
*By Item Type: su=nursing and itype:BK*
-Sample Search 11
|image1059|
Each library will have a different set of item types defined in their
*By format: su=supreme court not l-format:sr*
-Sample Search 12
|image1060|
The format limiters are derived from a combination of LDR, 006 and 007
*By content type: su=supreme court not ctype:l*
-Sample Search 13
|image1061|
The content types are taken from the 008 MARC tag, positions 24-27.
information by clicking on your username in the top right of the staff
client and choosing 'Search history'.
-Search history
|image1062|
From this page you will see your bibliographic search history
-Bibliographic search history
|image1063|
And your authority search history.
-Authority search history
|image1064|
About Koha
(mailing lists, chat room, etc), it's always good to give the
information from this screen.
-Server Information on Koha
|image1065|
.. _perl-modules-label:
will show you all of the modules required by Koha, the version you have
installed and whether you need to upgrade certain modules.
-Perl Modules
|image1066|
Items listed in bold are required by Koha, items highlighted in red are
preferences that have since been deprecated or system preferences that
you have set without other required preferences
-System Information
|image1067|
following graphic will define what preferences update each of the
regions in the Bootstrap theme.
-OPAC Editable Regions
|image1068|
.. _enhanced-content-configuration-label:
- The Volume number changes every 6 months and the numbers continues on
(requires an advanced pattern).
- Sample Reader's Digest Subscription
|image1069|
.. _people-weekly-(1076-0091)-label:
The planning would look like this:
-Sample for this Hebrew Journal
|image1070|
.. _backpacker-(0277-867x)-label:
41, Number 3, Issue 302 in your hand the prediction would look like
this:
-Backpacker numbering pattern
|image1071|
And the received issues would number like this:
Setup should look like this (if you're starting in July 2014):
-Serial planning
|image1072|
.. _computers-in-libraries-(1041-7915)-label:
Computers in Libraries is published ten times per year (monthly with
January/February and July/August combined issues).
-Subscription details
|image1073|
-Serial Planning
|image1074|
-Received details
|image1075|
Sample List & Cart Emails
- Enter starting HTML in the Value field
- Add a new preference
|image1076|
- Set the Variable Type to Textarea
- Set the Variable options to something like 20\|20 for 20 rows and 20
columns
- Settings for the new preference
|image1077|
.. _viewing-your-page-label:
'Koha as a CMS' you go through the 'Adding a New Page' instructions
above to great a page for 'Recommended Reading Lists'
-Create page by modifying a system preference
|image1078|
Next we need to create pages for our various classes (or categories). To
do this, return to the 'Adding a New Page' section and create a
preference for the first class.
-Add a new sys pref for another page
|image1079|
Next you'll want to link your first page to your new second page, go to
the page\_recommend preference and click 'Edit.' Now you want to edit
the HTML to include a link to your newest page:
-Edit original preference to add new page
|image1080|
.. _live-examples-label:
:ref:`DisplayOPACiconsXSLT` preference (which
can be done while leaving the other XSLT preferences turned on).
-Book image
|image1081|
- Book [BK]
- leader6 = t
-Computer Image
|image1082|
- Computer File [CF]
- leader6 = m
-Continuing Resource Image
|image1083|
- Continuing Resource [CR]
- leader7 = s
-Map Image
|image1084|
- Map [MP]
- leader6 = f
-Mixed Materials Image
|image1085|
- Mixed [MX]
- leader6 = p
-Sound Image
|image1086|
- Sound [MU]
- leader6 = j
-Visual Material Image
|image1087|
- Visual Material [VM]
- leader6 = r
-Kit Image
|image1088|
- Kit
- Open MarcEdit
- MarcEdit
|image1089|
- Click 'MarcEditor'
- Go to Tools > Edit Subfield Data
- Edit subfield data
|image1090|
- To prepend data the special character is: ^b To simply prepend data
to the beginning of a subfield, add ^b to the Field Data: textbox and
the data to be appended in the Replace
- Prepend data to a field
|image1091|
- To prepend data to the beginning of the subfield while replacing a
Now open it and select Add-ins-->Delimited Text Translator.
-Delimited Text Translator
|image1092|
Click Next when the following window appears.
-Delimited Text Translator
|image1093|
Browse for your excel file.
-Delimited Text Translator
|image1094|
Locate your excel file by choosing the format Excel File(\*.xls).
-Delimited Text Translator
|image1095|
Similarly, fill all the other entries such as Output File, Excel Sheet
Name and check UTF-8 Encoded (if required) and Click Next.
-Delimited Text Translator
|image1096|
Now you will be prompted for mapping the fields to recognise the fields
Suppose for Field 0 that is first column I entered Map to: 022$a( Valid
ISSN for the continuing resource) and then click on Apply.
-Delimited Text Translator
|image1097|
**Note**
Similarly map all other fields and then Click on Finish.
-Delimited Text Translator
|image1098|
And then a window will appear indicating that your Marc Text
File(\*.mrk) has been created.
-Delimited Text Translator
|image1099|
Click Close and we have created a .mrk file from .xls file in this step.
For this again open MarcEdit and Select MARC Tools.
-MARC Tools
|image1100|
Next Select MarcMaker to convert .mrk file into .mrc format.
-MarcMaker
|image1101|
Locate your input file and name your output file. Then Click Execute.
-MarcMaker
|image1102|
And it will show you the Result.
-MarcMaker
|image1103|
Click Close and now we have raw Marc records with us (.mrc file).
Click on Tools in your Koha staff client.
-Koha Staff Client
|image1104|
Next Click on Stage MARC Records for Import.
-Stage MARC Records for Import
|image1105|
After this, choose your previously created .mrc file and click on
Upload.
-Stage File
|image1106|
You can also add comment about file and finally click on Stage For
Import.
-Stage for Import
|image1107|
When the import is done, you will get a result something like this
-Staged Records Summary
|image1108|
Next, click on Manage staged records.
Here you can even change matching rules.
-Manage Staged Records
|image1109|
Click on Import this batch into catalog when you are done.
Thats it. After all the records get imported, check Status and it should
read "imported"
-Finalize Import
|image1110|
You can even undo the Import operation.
- "Send Local System Logon ID Password" = checked.
- OCLC Gateway Export Settings
|image1111|
- Select "OK" when finished, and you should see your new "Gateway
attribute <patron-attribute-types-label>` with the value of SHOW\_BCODE and
:ref:`authorized value <authorized-values-label>` of YES\_NO to make this happen.
-Add SHOW\_BCODE patron attribute
|image1112|
Then on the :ref:`patron's record set the value <editing-patrons-label>` for
SHOW\_BCODE to yes.
-Setting value for SHOW\_BCODE on patron record
|image1113|
This will add a column to the check out summary in the OPAC that shows
the patrons the barcodes of the items they have checked out.
-Barcode number on checkout list in OPAC
|image1114|
Clicking on the 'Overdue' tab will show only the items that are overdue.
Fields affected by this preference will show a lock symbol in them
-Fields affected by this preference show a lock in the field
|image1115|
.. _koha-to-marc-mapping-label:
running a report you can use the 'date' keyword like this: <<Enter
Date\|date>>
- Date Picker
|image1116|
**Note**
Patron Categories (categorycode). For example a branch pull down
would be generated like this <<Branch\|branches>>
- Branch pull down
|image1117|
.. _results-limited-label:
If you would like to choose the colors manually you can do that via the
:ref:`Authorized Values` administration area.
-Colors for CCODE
|image1118|
Next you'll want to :ref:`update the frameworks <marc-bibliographic-frameworks-label>` so
projects / kohadocs.git / commitdiff