Since we have moved to Sphinx, 144 images are missing.
This was certainly caused by a bug of the script that did the move.
The images have not been replaced when the screenshot tags where
followed by a string: git grep -P '[$]' origin/manual16.05.x | wc -l
returns 147 occurrences.
Visit the `Google Developers
Console <https://console.developers.google.com/>`__ to obtain OAuth 2.0
credentials such as a client ID and client secret that are known to both
-Google and your application.Developers Console
+Google and your application.
+
+ |image1179|
- Create a project, and give it some details to help you identify it
later
for the title. This tab will include links to order information
stored in the acquisitions module.
+ |image1180|
+
.. _authorityseparator-label:
AuthoritySeparator
**Note**
Suppressed records will show a note in the staff client indicating
- that they are suppressed from view in the OPAC.Suppressed in Staff
+ that they are suppressed from view in the OPAC.
+
+ |image1181|
This note can be styled by using the
:ref:`IntranetUserCSS` preference to stand out more
- if you'd like.Style suppression note
+ if you'd like.
+
+ |image1182|
.. _separateholdings-&-separateholdingsbranch-label:
- Disable
-- EnableOnSiteCheckouts
+- Enable
+
+ |image1184|
Description:
Values:
-- askRentalFeesCheckoutConfirmation
+- ask
+
+ |image1183|
- do not ask
Values:
-- AllowAllow return date edits
+- Allow
+
+ |image1185|
+
+- Don't allow
-- Don't allowDon't allow return date edits
+ |image1186|
Description:
- Don't show
-- ShowOpen Library results
+- Show
+
+ |image1187|
.. _overdrive-label:
- Show
+ |image1188|
+
.. _hidelostitems-label:
hidelostitems
<p> If you don't have a library card, stop by your local library to sign up.</p>
Any HTML in this box will replace the above text below the log in
- box.No login instructions
+ box.
+
+ |image1189|
.. _opacadditionalstylesheet-label:
Description:
- This preference allows you to replace the default search box at the
- top of the OPAC : Default search box
+ top of the OPAC :
- with any HTML you would like :Edited search box area
+ |image1190|
+
+ with any HTML you would like :
+
+ |image1191|
.. _opacdisplay856uasimage-label:
OpacExportOptions
''''''''''''''''''''''''''''''''''''''''''
-Default: Default OpacExportOptions options
+Default:
+
+ |image1192|
Asks: List export options that should be available from OPAC detail page
: \_\_\_
- This preference will display text above the patron's summary and
below the welcome message when the patron logs in to the OPAC and
- view their 'my summary' tab.OPACMySummaryNote in the OPAC
+ view their 'my summary' tab.
+
+ |image1193|
.. _opacnav-label:
Values:
-- DisplayAcquisitions details in the OPAC
+- Display
+
+ |image1194|
- Don't display
Values:
-- allowedForgot your password link
+- allowed
+
+ |image1195|
- not allowed
Remember to use the borrowernumber note the patron's cardnumber for
this value. The borrowernumber can be found on the patron record
- under 'Library use' on the right.Borrowernumber
+ under 'Library use' on the right.
+
+ |image1196|
.. _enableopacsearchhistory-label:
- Don't keep
-- KeepEnableSearchHistory
+- Keep
+
+ |image1197|
Description:
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Asks: Show the following HTML in its own div on the bottom of the home
-page of the circulation module: IntranetCirculationHomeHTML
+page of the circulation module:
+
+ |image1198|
.. _intranetcolorstylesheet-label:
''''''''''''''''''''''''''''''''''''''''''''''''''''''
Asks: Show the following HTML in its own div on the bottom of the home
-page of the reports module: HTML on Reports page
+page of the reports module:
+
+ |image1199|
.. _intranetslipprinterjs-label:
- Don't show
-- ShowWYSIWYG Editor in Sys Prefs
+- Show
+
+ |image1200|
Description:
modify / add authorities. If a record comes from the Sudoc (so 009 is
filled with an integer), at the OPAC you will see "Author: Idref" if
a 7..$3 (unimarc author) if filled with a ppn. On clicking on the
- Idref link, a popup will display. IdRef link
+ Idref link, a popup will display.
+
+ |image1201|
The Idref webservice is requested and all records (by roles) for this
- author will be displayedSudoc
+ author will be displayed
+
+ |image1202|
There is 1 line / record and 2 links at the end. 1 will request Koha
(cgi-bin/koha/opac-search.pl?q=ident:003381862), the other one will
actions in the OPAC if their card is expired using the next option.
By default it will follow the rule set in the
:ref:`BlockExpiredPatronOpacActions`
- preferenceBlock expired patrons
+ preference
+
+ |image1203|
- Next you can choose the default privacy settings for this patron
category. This setting can be edited by the patron via the OPAC if
you allow it with the :ref:`OPACPrivacy` system
- preference.Default privacy
+ preference.
+
+ |image1204|
- Finally you can assign advanced messaging preferences by default to a
patron category
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
From here you can add custom search fields to the :ref:`item
-search <item-searching-label>` option in the staff client. Item
-search fields
+search <item-searching-label>` option in the staff client.
+
+ |image1205|
-To add a new search term simply click the 'New search field' buttonAdd
-new field
+To add a new search term simply click the 'New search field' button
+
+ |image1206|
- Name is a field for you to identify the search term
to a pull down instead of a free text field
Once your new field is added it will be visible at the top of this page
-and on the item search pageSearch option
+and on the item search page
+
+ |image1207|
.. _acquisitions-module-label:
|image218|
You can also click the 'Actions' button to the right of the budget and
-choose 'Duplicate'.Duplicate budget
+choose 'Duplicate'.
+
+|image1208|
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.
unreceived orders to roll to.
Find the previous budget with unreceived orders on the Active budgets or
-the Inactive budgets tab and select 'Close' under 'Actions'. Close a
-budget
+the Inactive budgets tab and select 'Close' under 'Actions'.
+
+ |image1209|
**Note**
new budget, the fund structures in the previous budget must exist in
the new budget. Budgets without unreceived orders cannot be closed.
-When you select 'Close' you will be presented with a form.Closing a
-budget
+When you select 'Close' you will be presented with a form.
+
+ |image1210|
Use the 'Select a budget' drop down to choose the new budget for the
unreceived orders.
button. You will be presented with a dialog box that says 'You have
chosen to move all unreceived orders from 'Budget X' to 'Budget Y'. This
action cannot be reversed. Do you wish to continue?' Budget X is the
-budget to be closed and Budget Y is the selected budget. Close warning
+budget to be closed and Budget Y is the selected budget.
+
+ |image1211|
If everything seems correct click 'OK' and the unreceived orders and, if
selected, unspent funds will be moved.
Before you begin you will need at least one :ref:`Vendor set up in
Acquisitions <add-a-vendor-label>`.
-To add account information click the 'New account' button.New account
+To add account information click the 'New account' button.
+
+ |image1212|
In the form that appears you will want to enter your vendor information.
alerts
Each dialog box in Koha has a CSS class assigned to it that can be used
-as a selector for a sound.Audio alerts
+as a selector for a sound.
+
+ |image1213|
You can edit the defaults by clicking the 'Edit' button to the right of
-each alertEdit alert
+each alert.
+
+ |image1214|
You can assign alerts to other CSS classes in Koha by entering that
information in the selector box. For example if you enter
:ref:`SMSSendDriver <smssenddriver,-smssendusername,-and-smssendpassword-label>` preference is set to 'Email'
From here you can enter as many cellular providers as you need to send
-SMS notices to your patrons using the email protocol.SMS Providers
+SMS notices to your patrons using the email protocol.
+
+ |image1215|
Some examples in the US are:
Table: SMS Provider Examples
To add new providers enter the details in the form and click 'Add new'
-to save.Add SMS Provider
+to save.
+
+ |image1216|
These options will appear in the OPAC for patrons to choose from on the
:ref:`messaging tab <my-messaging-label>` if you have
:ref:`EnhancedMessagingPreferences`
-enabled.Options for providers in the OPAC
+enabled.
+
+ |image1217|
Empty patron list
|image247|
-Each list has an 'Actions' menu with more list options.Patron list
-actions
+Each list has an 'Actions' menu with more list options.
+
+|image1218|
To add patrons to the list click the 'Add patrons' link in the 'Actions'
menu.
Comments pending approval
|image251|
-and next to the Comments tool on the Tools ModuleComment count on Tools
+and next to the Comments tool on the Tools Module
+
+|image1219|
To moderate comments click on the notification on the main dashboard or
go directly to the Comments Tool and click 'Approve' or 'Delete' to the
- Next you can customize the notice for every possible delivery method
- - Every notice should have an Email template set for itNew Email
- notice
+ - Every notice should have an Email template set for it
+
+ |image1220|
- If you're using the
:ref:`TalkingTechItivaPhoneNotification`
- service you can set up a Phone notificationNew Phone notice
+ service you can set up a Phone notification
+
+ |image1221|
- If you plan on printing this notice you can set the Print template
- nextNew Print notice
+ next
+
+ |image1222|
- If you have enabled SMS notices with the
:ref:`SMSSendDriver <smssenddriver,-smssendusername,-and-smssendpassword-label>` preference you can set the text
- for your SMS notices nextNew SMS notice
+ for your SMS notices next
+
+ |image1223|
- Each notice offers you the same options
'''''''''''''''''''''''''''''''''
If you have no layouts defined, you will add a new layout by clicking
-the 'New' button and choosing 'Layout'.New layout button
+the 'New' button and choosing 'Layout'.
+
+|image1224|
You may also choose to press 'Manage layout' on the left side. Here you
are offered a list of available layouts you can select for editing. But
|image272|
For a new batch a message pops up and directs you to select patrons to
-be processed in this batch.No items in batch
+be processed in this batch.
+
+|image1225|
After choosing the 'Add item(s)' button the Patron Search window pops
-up.Patron search
+up.
+
+|image1226|
From here you can search for patrons to add to your batch by any part of
their name, their category and/or library. Entering \* in the search box
-will display all the patrons. Patron search results
+will display all the patrons.
+
+|image1227|
From the results you can add patrons to the batch by clicking the 'Add'
button. After adding patrons from the results you can start over and
perform another search or click 'Close' at the bottom of the screen to
indicate that you are done. You will then be presented with your
-batch.Patron batch
+batch.
+|image1228|
If you are satisfied with your batch you can proceed to export. If you
want to correct or even delete that batch the buttons to do so can be
found at the top of your screen. You can always come back here through
used on your sheet you can start printing on label in position 7 on
the sheet. The labels are numbered left to right from top to bottom.
-Export batch
+|image1229|
Once you click 'Export' you will be presented with a PDF of your labels
-for printingPDF Export
+for printing
+
+|image1230|
When you open the PDF you will see the cards for printing
|image284|
- To see all of the titles this tag was added to simply click on the
- termTitles with a specific tag
+ term
+
+ |image1230|
- From this list of titles you can remove a tag without outright
rejecting it from being used in the future by clicking the 'Remove
This tool will take a batch of record numbers for either bibliographic
records or authority records and allow you to delete all those records
-and any items attached to them in a batch. Batch record deletion
+and any items attached to them in a batch.
+
+|image1231|
First you need to tell the tool if you're deleting bibliographic or
authority records. Next you can load a file with biblionumbers or
authids or enter a list of those numbers in the box provided. Once you
submit the form you will be presented with a summary of the records you
-are trying to delete.Summary
+are trying to delete.
+
+|image1232|
If a record you want to delete can't be deleted it will be highlighted.
- Finally choose the MARC Modification Template you'd like to use to
edit these records.
-Once you've entered your criteria click 'Continue'Records to edit
+Once you've entered your criteria click 'Continue'
+
+|image1233|
You will be presented with a list of records that will be edited. Next
to each one is a checkbox so you can uncheck any items you would rather
not edit at this time.
Clicking Preview MARC will allow you to see what edits will be made when
-you finalize the edit.Modified MARC Preview
+you finalize the edit.
+
+|image1234|
Once you're sure everything is the way you want you can click the
'Modify selected records' button and your records will be modified.
cron job <automatic-item-update-label>`
If you haven't created any rules you will see the option to 'Add rules'
-on the Tool page. Click this button to create rules.Automatic item
-modifications by age
+on the Tool page. Click this button to create rules.
+
+|image1235|
If you have rules already there will be a button that reads 'Edit
rules'. To create a new rule click the 'Edit rules' button at the top of
Export authorities
|image312|
-- Or you can choose a file of authids to exportAuthorities file. File type needs to be .csv or .txt
+- Or you can choose a file of authids to export
+
+ |image1236|
+
+ 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)
Next you can add actions to the template by filling in the Action box.
For example if you're loading in a batch of files from your EBook vendor
-you might want to add the biblio item type of EBOOK to the 942$c.Add
-action
+you might want to add the biblio item type of EBOOK to the 942$c.
+
+|image1237|
- Choose 'Add/Update'
is replaced with the current date in ISO format ( YYYY-MM-DD ).
You could also use regular expressions to add your library's proxy URL
-in front of links in your MARC record.Add proxy URL
+in front of links in your MARC record.
+
+|iamge1238|
- Choose 'Copy and replace'
one uploaded) will be the one used as a thumbnail cover in search
results and on the detail page. There is no way to reorder cover
images uploaded in this way, so be sure to upload them in the order
- you'd like them to appear.Multiple cover images on one record
+ you'd like them to appear.
+
+ |image1239|
If uploading a single image:
- Under 'Display Location' choose whether to put the news on the
OPAC, Slip (circulation receipt) or the Librarian (Staff)
- Interface.Display location
+ Interface.
+
+ |image1240|
- Choose the library this news item will show for
|image389|
- Below the news in the OPAC there will be an RSS icon allowing you
- to subscribe to library newsNews RSS feed
+ to subscribe to library news
+
+ |image1241|
- News in the Staff Client will appear on the far left of the screen
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
When you first visit the Upload tool you might see a warning about
-missing a category.Upload to temprorary
+missing a category.
+
+|image1242|
Categories are defined in the :ref:`authorized value <authorized-values-label>`
in the UPLOAD category. If you do not have upload categories then your
files will be temporary and will be deleted the next time the server is
rebooted. Once you have a value in the UPLOAD authorized value category
-you will see a Category pull down below the 'Browse' button.Upload to
-category
+you will see a Category pull down below the 'Browse' button.
+
+|image1243|
Browse your computer a file, choose a category and decide if the public
will be able to download this file via the OPAC. Once your file is
-uploaded you will be presented with a confirmation.Upload confirmation
+uploaded you will be presented with a confirmation.
+
+|image1244|
.. _search-files-label:
form you can search any part of the filename and/or the Hashvalue.Search
uploaded files
-You will be presened with the results of your search.Search results
+You will be presened with the results of your search.
+
+|image1245|
Staff members can access their own check out screen by clicking their
username in the top right of the staff client and choosing 'My
-checkouts'My checkouts
+checkouts'
+
+|image1178|
.. _details-label:
Staff members can access their own account details by clicking their
username in the top right of the staff client and choosing 'My account'
-My account
|image442|
All patron information will appear on the Details tab. This includes all
- If you're allowing patrons to pay fines via the OPAC with PayPal
(:ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-&-paypalsandboxmode-label>`) you
- will see a Note that says 'PayPal' for items paid this wayPayPal
- Fines
+ will see a Note that says 'PayPal' for items paid this way
+
+ |image1246|
- Amount: the total amount of the payment or charge
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the patron has made any purchase suggestions you will see a purchase
-suggestions tab on the patron record.Patron purchase suggestions
+suggestions tab on the patron record.
+
+|image1247|
From here you can see all suggestions made by the patron and their
status, you can also create a purchase suggestion on the patron's behalf
Patrons can :ref:`request discharges via the OPAC <ask-for-a-discharge-label>`. Any
pending discharges will be listed below the menu buttons on the main
-staff client pagePending discharges
+staff client page
+
+|image1248|
Clicking the pending requests will open a screen where you can allow
-those dischargesPending discharges
+those discharges
+
+|image1249|
To generate a discharge for a specific patron click the 'Discharge' tab
-on the left of the patron recordDischarge
+on the left of the patron record
+
+|image1250|
If the patron can have a discharge generated then it will have a button
that says 'Generate discharge'
You can style the PDF using the :ref:`NoticeCSS`
preference.
-The patron will have a restriction added to their accountDischarge
-restriction
+The patron will have a restriction added to their account
+
+|image1251|
And a history of discharges will be added to the 'Discharge'
-tabDischarge history
+tab
+
+|image1252|
.. _patron-search-label:
|image478|
You can also filter your patron results using the search options on the
-left hand side of the page.Patron search filters
+left hand side of the page.
+
+|image1253|
Depending on what you have chosen for the 'Search fields' you can search
for patrons in various different ways.
|image483|
- If you have enabled :ref:`batch checkouts <batch-checkout-label>` then
- click the batch check out option on the patron recordBatch checkout
+ click the batch check out option on the patron record
+
+ |image1254|
- Check out option on the quick search bar on the circulation page
and/or call number).
To see more checkout options click the 'Checkout settings' link to
-expand the checkout area.Checkout settings
+expand the checkout area.
+
+|image1255|
Below the box for the barcode there may be options for you to override
the default due date for the item.
to patrons (these are usually items that are not for loan that you would
like to check for in library use) then you will see the 'On-site
checkout' checkbox after clicking the 'Checkout settings' link to expand
-your circulation options.On-site checkout
+your circulation options.
+
+|image1256|
At the bottom of the page there is a summary of the patron's current
checked out items along with the due date (and time if the item is an
assigning the proper patron categories via the
:ref:`BatchCheckoutsValidCategories`
preference. This will allow you to use an RFID pad that reads multiple
-barcodes or perform a batch check out for training internal use.Batch
-checkouts
+barcodes or perform a batch check out for training internal use.
+
+|image1257|
From this screen you can scan several barcodes or load a file of
barcodes. If those items cannot be checked out they will provide a
If you have the :ref:`SpecifyReturnDate` preference
set to 'Allow' you will be able to arbitrarily set the return date from
-below the check in box.Specify check in date
+below the check in box.
+
+|image1258|
.. _check-in-messages-label:
:ref:`AllowHoldItemTypeSelection`
preference set to 'Allow' and the record had more than one item type
attached you will see an option to choose to limit the hold to a
- specific item typeAllowHoldItemTypeSelection
+ specific item type
+
+ |image1259|
- If the patron wants the hold to start on a date other than today,
enter that in the 'Hold starts on date' field
If you are using the on site checkouts functionality
(:ref:`OnSiteCheckouts`) then you'll have a report to
-view all items that are currently checked out on site.Pending onsite
-checkouts
+view all items that are currently checked out on site.
+
+|image1260|
This will list the due date (overdues in red), who has the item, item
information and what library the item is at.
|image600|
Once your data is downloaded you will see the dates your data was last
-synced to the right of each data set.Synced offline dataThis should be
-done regularly in preparation for any unexpected connection losses.
+synced to the right of each data set.
+
+|image1261|
+
+This should be done regularly in preparation for any unexpected connection losses.
.. _circulating-label:
:ref:`EnableAdvancedCatalogingEditor`
preference
-- Click the 'Advanced editor' buttonAdvanced editor button
+- Click the 'Advanced editor' button
+
+|image1262|
If you want to catalog a record based on an existing record at another
library in the editor you last used (basic or advanced)
In the advanced editor once you've opened a blank framework or imported
a record via Z39.50 you will be presented with the form to continue
-catalogingAdvanced cataloging editor
+cataloging
+
+|image1263|
Using the search box on the left you can perform Z39.50 searches
- You can see if your upload path is set correctly by visiting About
Koha > System Information. If there is an error you will see it
- there.Upload Path Warning
+ there.
+
+ |image1264|
- You will want to be sure that your :ref:`OPACBaseURL`
system preference is set appropriately
Once you are all set up you can continue with cataloging as regular. You
will see a plugin icon next to the 856$u that will open up the upload
-and/or search windowUpload file to record
+and/or search window
+
+|image1265|
From this menu you can click browse to find a file and attach it, or you
can search files you have uploaded previously using the search box. From
-the search results you can choose which file to attach.Uploaded files
+the search results you can choose which file to attach.
+
+|image1266|
Once the file is chosen it will appear as a link in the MARC record and
on the detail display.
see a ... to the right of the field. When clicked that will open a
call number browser window if the row is highlighted in Red then
the call number is in use, if there is a thin Green line instead
- then the call number can be used.Call number browser
+ then the call number can be used.
+
+ |image1267|
- p - Barcode
|image688|
- You can click 'Edit' to the right of each item in the Holdings
- tabEdit individual items
+ tab
+
+ |image1268|
- There is also a link to Edit items from the search results in the
- staff clientEdit item on the search results
+ staff client
+
+ |image1269|
- Finally you can use the :ref:`Batch Item
Modification <batch-item-modification-label>` tool
You can also see and edit the status information. If an item is marked
lost or withdrawn you will also see the date that status was applied.
+|image1270|
+
In the History section you will see information about the check out
history of the item and if you ordered the item via the acquisitions
module then this section will include information about the order.
- *Get there:* Serials > Add subscription fields
To add custom fields simply click the 'Add subscription fields' link on
-the left of the Serial page and choose the 'New field' buttonAdd
-subscription fields
+the left of the Serial page and choose the 'New field' button
+
+|image1271|
The form that appears will ask for either an authorized value or a marc
field to populate the field with
-Add field
+|image1272|
For example you might want to track which department you're ordering for
-or the collection code for this serialAdd department
+or the collection code for this serial
+
+|image1273|
This data will then show when you are adding a subscriptionAdd field
value
-and when you view the subscriptionShow field
+|image1274|
+
+and when you view the subscription
+
+|image1275|
and when you search subscriptions (if you chose to make it
-'searchable')Searchable field
+'searchable')
+
+|image1276|
.. _add-a-subscription-label:
- Checking the 'Manual history' box will allow you to enter serials
outside the prediction pattern once the subscription is saved by
- going to the 'Planning' tab on the subscription detail page.Manual
- History
+ going to the 'Planning' tab on the subscription detail page.
+
+ |image1277|
- 'Call Number' is for your item's call number or call number prefix
German locale option to display days, etc. in German.
- Once a 'Numbering pattern' is chosen the number formula will
- appear.Numbering Formula
+ appear.
+
+ |image1278|
- The 'Begins with' number is the number of the issue you're holding
in your hand.
|image749|
- If you have added a :ref:`custom subscription field <custom-subscription-fields-label>`, it
- will be editable above the buttons at the bottom of the screenShow
- field
+ will be editable above the buttons at the bottom of the screen
+
+ |image1274|
Click 'Save Subscription' to save the information you have entered.
`Find sample serial examples in the appendix <#sampleserialsapp>`__.
You can see those who subscribe to new issue alerts by going to the
subscription page in the staff client and looking on the right of the
-'Information' tab.Serial notification subscribers
+'Information' tab.
+
+|image1279|
Whereas the full view shows extensive details, broken out by year,
regarding the subscription
Enter reason for 'Others...'
|image803|
-You can also assign this suggestion to a fund. Edit suggestion fund
+You can also assign this suggestion to a fund.
+
+|image1280|
This edit can trigger a notice (defined in the :ref:`Notices &
Slips <notices-&-slips-label>` tool with the `TO\_PROCESS <#toprocessnotice>`__
- From the list of files you are presented with, choose the 'Add
orders' link to add the records in the staged file to your order.
- Staged records
+
+ |image1281|
- Next to each title is a checkbox, check the items you would like
to order, or choose 'Check all' at the top. Depending on your
settings in the :ref:`MarcFieldsToOrder`
preference Koha will populate the next screen with with the
relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found
- within the staged file.Add orders from staged file
+ within the staged file.
+
+ |image1282|
- In the 'Item Information' tab you can enter information that will
be added to every ordered item such as item type, collection code
- and not for loan status.Item information
+ and not for loan status.
+
+ |image1283|
- If no information is imported from the MARC record regarding fund
information the 'Default accounting details' tab can be used to
- apply values related to the accounting.Accounting details
+ apply values related to the accounting.
+
+ |image1284|
- The final option for ordering is to order from a list of titles with
the highest hold ratios
- This option will take you to the Holds Ratio report where you can
find items with a high hold ratio and order additional copies.
Next to each title will be a link with the number of items to
- order, click that and it will add the item to your basket.Holds
- Ratio Order
+ order, click that and it will add the item to your basket.
+
+ |image1285|
With any of the above ordering options you're presented with an option
to notify patrons of the new item when it's received. The contents of
notify and click 'Select'
- Once you're done you can close the window and you'll see the list of
- patrons under the 'Patrons' sectionPatrons
+ patrons under the 'Patrons' section
+
+ |image1286|
After bringing in the bib information (for all import methods except for
the staged file), if your :ref:`AcqCreateItem` system
If you're using EDI for your order you can click the 'Create EDIFACT
order' button when you're done to send the file to the vendor and close
-the basket.EDIFACT Order
+the basket.
+
+|image1287|
Once you're sure your basket is complete, you can click 'Close this
basket' button to indicate that this basket is complete and has been
Once your order is entered you can search for it through acquisitions or
view the information on the biblio detail page in the staff client (if
the :ref:`AcquisitionDetails` preference is set to
-'Display).Acquisitions details
+'Display).
+
+|image1288|
.. _create-a-basket-group-label:
If the item cannot be found anywhere you can cancel the order by
clicking 'Delete order' to the far right. This will prompt you to enter
-your reason and confirm cancellation.Cancel order
+your reason and confirm cancellation.
+
+|image1289|
You will also see that the item is received and/or cancelled if you view
the basket.
If you're allowing the uploading of acquisitions files with the
:ref:`AcqEnableFiles` preference you will see the option
to manage invoice files next to the link to 'Go to receipt
-page'AcqEnableFiles
+page'
+
+|image1290|
To see or attach new files click the 'Manage invoice files' link
----------------------------------
A log of all messages sent and received via EDIFACT can be found under
-EDIFACT Messages. EDIFACT Messages
+EDIFACT Messages.
+
+|image1291|
might see one more option for the Cache expiry. This is related to
your public reports. If you make the report public then it's
constantly running and will cause a large load on your system.
- Setting this value prevents that.Cache expiry
+ Setting this value prevents that.
+
+ |image1292|
Step 2: Choose a report type. For now, Tabular is the only option
available.
can easily filter reports by groups. Report groups are set in the
`REPORT\_GROUP <#reportgroup>`__ authorized value category or can be
added on the fly when creating the report by choosing the 'or create'
- radio button.Report groups set up in the authorised value category
+ radio button.
+
+ |image1293|
+
+ Report groups set up in the authorised value category
need to have unique authorised values and descriptions.
- **Note**
might see one more option for the Cache expiry. This is related to
your public reports. If you make the report public then it's
constantly running and will cause a large load on your system.
- Setting this value prevents that.Cache expiry
+ Setting this value prevents that.
+
+ |image1294|
Once everything is entered click the 'Save Report' button and you'll be
presented with options to run it. Once a report is saved you do not have
|image943|
If you performed an advanced search you see an option to go back and
-edit your advanced search blow the list of results pages.Return to the
-last advanced search
+edit your advanced search blow the list of results pages.
+
+|image1295|
.. _filters-label:
Depending on your setting for the
:ref:`DisplayLibraryFacets` system preference you
-will see filters for your home, holding or both libraries.Library Facet
+will see filters for your home, holding or both libraries.
+
+|image1296|
After clicking a facet you can remove that filter from your results by
-clicking the small 'x' that appears to the right of the facet.Remove
-library facet
+clicking the small 'x' that appears to the right of the facet.
+
+|image1297|
.. _search-rss-feeds-label:
:ref:`OpacAllowSharingPrivateLists`
preference then you will see the 'Share' link on your list of lists and
the 'Share list' link at the top of each individual list. Clicking this
-will ask you to enter the email address of a patron.Share list
+will ask you to enter the email address of a patron.
+
+|image1298|
Once the email address is entered Koha will present you with a
confirmation message
|image978|
From the results you will see which items are in your cart and will be
-able to remove those items by clicking '(remove)'.Item in your cart
+able to remove those items by clicking '(remove)'.
+
+|image1299|
.. _managing-the-cart-label:
First is the 'More details' button. Clicking this will show you
additional information about the titles in your cart (ISBNs, Subjects,
-Publisher Info, Notes and more).More details in the cart
+Publisher Info, Notes and more).
+
+|image1300|
Next is the option to send the contents of your cart to an email
address. This is handy if you want to send the resources you found at
:ref:`AllowHoldItemTypeSelection`
preference set to 'Allow' and the record had more than one item
type attached you will see an option to choose to limit the hold
- to a specific item typeAllowHoldItemTypeSelection
+ to a specific item type
+
+ |image1301|
- If allowed by your
:ref:`OPACAllowHoldDateInFuture`
Once clicked they will be presented with a form asking for their
username and their email address (patrons must have an email address on
-file to reset their password).Recover password
+file to reset their password).
+
+|image1302|
The system will then email the patron instructions for resetting their
-password.Reset password confirmation
+password.
+
+|image1303|
.. _my-summary-label:
If their guarantee has allowed it via :ref:`their
privacy <my-privacy-label>`, when the guarantor logs in they will see a
-tab labeled "Relatives' checkouts" on their summary tab.Relatives'
-checkouts
+tab labeled "Relatives' checkouts" on their summary tab.
+
+|image1304|
Clicking on the 'Overdue' tab will show only the items that are overdue.
:ref:`SuspendHoldsOpac` system preference) their own
holds if they are not in transit or already waiting for them. When they
click 'Suspend' they will be presented with the option to choose a date
-for their hold to resume.Suspend until
+for their hold to resume.
+
+|image1305|
They can also suspend all of their holds indefinitely or until a
specific date if they choose by filling in the suspend options at the
If you are allowing patrons to pay their fines using PayPal with the
:ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-&-paypalsandboxmode-label>` preference
there will be checkboxes to the left of each fine with an outstanding
-amount.Fines with checkboxes
+amount.
+
+|image1306|
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
-Confirmation
+After paying they will be presented with a confirmation
+
+|image1307|
And you will see that the fine was paid using PayPal on the staff
-side.Staff side fines
+side.
+
+|image1308|
.. _my-details-label:
view their current checkouts with the
:ref:`AllowPatronToSetCheckoutsVisibilityForGuarantor`
preference they will see that option on this
-screen.AllowPatronToSetCheckoutsVisibilityForGuarantor
+screen.
+
+|image1309|
When the guarantor logs in they will see a tab labeled "Relatives'
-checkouts" on their summary tab.Relatives' checkouts
+checkouts" on their summary tab.
+
+|image1310|
.. _my-purchase-suggestions-label:
If you are using the :ref:`Itiva Talking
Tech <talkingtechitivaphonenotification-label>` service you will see an
-additional column to receive these messages via Phone.Phone messaging
-preferences in the OPAC
+additional column to receive these messages via Phone.
+
+|image1311|
- These notices are:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you have enabled the :ref:`useDischarge` preference then
-patrons will be able to request a discharge via the OPAC.Discharge tab
+patrons will be able to request a discharge via the OPAC.
+
+|image1312|
From here patrons can request a discharge
- *Get there:* Search > Go to item search
At the top of the advanced search page in the staff client you will see
-a link to 'Go to item search'Item search link
+a link to 'Go to item search'
-Clicking that link will open up a item specific search engine.Item
-search
+|image1313|
+
+Clicking that link will open up a item specific search engine.
+
+|image1314|
Using the search form that is presented you can find a list of specific
items that can be output to the screen or to a CSV file. If your results
are printed to the screen you will have the option to narrow your search
-further using filters at the top.Item search results
+further using filters at the top.
+
+|image1315|
.. _common-command-language-searching-label:
Once that is in place, you need only refresh your OPAC page, and there
you have it, your very own catalog coverflow widget! Not only do these
coverflows look great on a computer screen, but they look great on
-mobile platforms as well, and are even touch responsive!Coverflow Widget
+mobile platforms as well, and are even touch responsive!
+
+|image1316|
System Preference Defaults
==========================
Screenshots are OCLC Connexion Client v.2.50, Koha v.3.12
To set up the OCLC Connexion desktop client to connect to Koha, go to
-Tools > Options, then choose the Export tab. Connexion Export Tab
+Tools > Options, then choose the Export tab.
+
+|image1317|
- Click the "Create..." button to set up a new destination, then choose
"OCLC Gateway Export" and click OK.
To export bibliographic records one by one, be sure your "Batch" options
are correct: from the "Tools" menu, select "Options", and select the
"Batch" tab. In the "Perform local actions in batch" area,
-"Bibliographic Record Export" should be uncheckedConnexion batch options
+"Bibliographic Record Export" should be unchecked
+
+|image1318|
When ready to export, from the "Action" menu, select "Export" or use the
F5 key. You will see a screen similar to the following if the import is
successful and if the record is new to the Catalog; you may copy & paste
-the resulting URL into your Koha catalog to see the new record.Connexion
-Export
+the resulting URL into your Koha catalog to see the new record.
+
+|image1319|
If the record was overlaid, you will see a message to that effect in the
-"OCLC Gateway Export Status" windowOverlay confirmation
+"OCLC Gateway Export Status" window
+
+|image1319|
.. _exporting-records-in-a-batch-label:
To export bibliographic records in a batch, be sure your "Batch" options
are correct: from the "Tools" menu, select "Options", and select the
"Batch" tab. In the "Perform local actions in batch" area,
-"Bibliographic Record Export" should be checkedOCLC Batch Export Options
+"Bibliographic Record Export" should be checkedOCLC
+
+|image1320|
When a record is ready to export, from the "Action" menu, select
"Export" or use the F5 key, and it’s export status will be "ready."
When ready to export the batch, from the "Batch" menu, select "Process
-batch" and check the appropriate "Path" and "Export" boxesBatch import
-process
+batch" and check the appropriate "Path" and "Export" boxes
+
+|image1321|
The export will begin, and the bib records will be exported & imported
into Koha one by one; you will see "OCLC Gateway Export Status" windows,
.. |image1175| image:: images/installer/unimarc_basic_setup.png
.. |image1176| image:: images/installer/data_added_1.png
.. |image1177| image:: images/installer/redirect.png
+.. |image1178| image:: images/patrons/mycheckouts.png
+.. |image1179| image:: images/admin/globalprefs/Google/1project.png
+.. |image1180| image:: images/admin/globalprefs/AcquisitionDetails.png
+.. |image1181| image:: images/admin/globalprefs/suppressedstaff.png
+.. |image1182| image:: images/admin/globalprefs/suppressedstyled.png
+.. |image1183| image:: images/admin/globalprefs/RentalFeesCheckoutConfirmation.png
+.. |image1184| image:: images/admin/globalprefs/OnSiteCheckouts.png
+.. |image1185| image:: images/admin/globalprefs/SpecifyReturnDate.png
+.. |image1186| image:: images/admin/globalprefs/SpecifyReturnDate-no.png
+.. |image1187| image:: images/admin/globalprefs/OpenLibrarySearch.png
+.. |image1188| image:: images/admin/globalprefs/GoogleIndicTransliteration.png
+.. |image1189| image:: images/admin/globalprefs/NoLoginInstructions.png
+.. |image1190| image:: images/admin/globalprefs/OpacCustomSearch-default.png
+.. |image1191| image:: images/admin/globalprefs/OpacCustomSearch.png
+.. |image1192| image:: images/admin/globalprefs/OpacExportOptions.png
+.. |image1193| image:: images/admin/globalprefs/OPACMySummaryNote.png
+.. |image1194| image:: images/admin/globalprefs/OPACAcquisitionDetails.png
+.. |image1195| image:: images/admin/globalprefs/OpacResetPassword.png
+.. |image1196| image:: images/admin/globalprefs/AnonymousPatron.png
+.. |image1197| image:: images/admin/globalprefs/EnableSearchHistory.png
+.. |image1198| image:: images/admin/globalprefs/IntranetCirculationHomeHTML.png
+.. |image1199| image:: images/admin/globalprefs/IntranetReportsHomeHTML.png
+.. |image1200| image:: images/admin/globalprefs/UseWYSIWYGinSystemPreferences.png
+.. |image1201| image:: images/admin/globalprefs/idref1.png
+.. |image1202| image:: images/admin/globalprefs/idref2.png
+.. |image1203| image:: images/admin/patroncirc/blockexpired.png
+.. |image1204| image:: images/admin/patroncirc/defaultprivacy.png
+.. |image1205| image:: images/admin/cataloging/itemsearchfields.png
+.. |image1206| image:: images/admin/cataloging/additemsearchfields.png
+.. |image1207| image:: images/admin/cataloging/customsearch.png
+.. |image1208| image:: images/admin/acquisitions/duplicateaction.png
+.. |image1209| image:: images/admin/acquisitions/closebudget.png
+.. |image1210| image:: images/admin/acquisitions/closebudgetoptions.png
+.. |image1211| image:: images/admin/acquisitions/closewarning.png
+.. |image1212| image:: images/admin/acquisitions/newedi.png
+.. |image1213| image:: images/admin/additional/alerts.png
+.. |image1214| image:: images/admin/additional/editalert.png
+.. |image1215| image:: images/admin/additional/smsproviders.png
+.. |image1216| image:: images/admin/additional/smsadd.png
+.. |image1217| image:: images/admin/additional/smsopacoptions.png
+.. |image1218| image:: images/tools/patronlists/patronlistmenu.png
+.. |image1219| image:: images/tools/comments/commentswaitingtools.png
+.. |image1220| image:: images/tools/notices/newemail.png
+.. |image1221| image:: images/tools/notices/newphone.png
+.. |image1222| image:: images/tools/notices/newprint.png
+.. |image1223| image:: images/tools/notices/newsms.png
+.. |image1224| image:: images/tools/patroncards/newlayout.png
+.. |image1225| image:: images/tools/patroncards/noitemsbatch.png
+.. |image1226| image:: images/tools/patroncards/patronsearch.png
+.. |image1227| image:: images/tools/patroncards/addpatrons.png
+.. |image1228| image:: images/tools/patroncards/batchsummary.png
+.. |image1229| image:: images/tools/patroncards/export.png
+.. |image1230| image:: images/tools/tagging/taggedtitles.png
+.. |image1231| image:: images/tools/batchrecorddel/tool.png
+.. |image1232| image:: images/tools/batchrecorddel/summary.png
+.. |image1233| image:: images/tools/batchbibmod/recordstoedit.png
+.. |image1234| image:: images/tools/batchbibmod/marcpreview.png
+.. |image1235| image:: images/tools/autoitemmodage/newrule.png
+.. |image1236| image:: images/tools/exportmarc/authexport-pt1-5.png
+.. |image1237| image:: images/tools/marcmodtemplates/addaction.png
+.. |image1238| image:: images/tools/marcmodtemplates/proxyurl.png
+.. |image1239| image:: images/tools/uploadlocalimg/multiplecovers.png
+.. |image1240| image:: images/tools/news/displaylocation.png
+.. |image1241| image:: images/tools/news/newsrss.png
+.. |image1242| image:: images/tools/upload/uploadtemp.png
+.. |image1243| image:: images/tools/upload/upload.png
+.. |image1244| image:: images/tools/upload/uploadresult.png
+.. |image1245| image:: images/tools/upload/uploadsearch.png
+.. |image1246| image:: images/circ/paypalpaid.png
+.. |image1247| image:: images/patrons/purchasesuggestions.png
+.. |image1248| image:: images/patrons/dischargepending.png
+.. |image1249| image:: images/patrons/dischargependingapprove.png
+.. |image1250| image:: images/patrons/discharge.png
+.. |image1251| image:: images/patrons/dischargerestrict.png
+.. |image1252| image:: images/patrons/dischargehistory.png
+.. |image1253| image:: images/patrons/patronsearchfilters.png
+.. |image1254| image:: images/circ/batchcheckout.png
+.. |image1255| image:: images/circ/checkoutsettings.png
+.. |image1256| image:: images/circ/allowonsitecheckout.png
+.. |image1257| image:: images/circ/batchcheckoutscan.png
+.. |image1258| image:: images/circ/SpecifyReturnDate.png
+.. |image1259| image:: images/circ/AllowHoldItemTypeSelection.png
+.. |image1260| image:: images/circ/pendingonsite.png
+.. |image1261| image:: images/circ/syncedoffline.png
+.. |image1262| image:: images/cataloging/advanceditorbtn.png
+.. |image1263| image:: images/cataloging/advancededitor.png
+.. |image1264| image:: images/cataloging/uploadwarning.png
+.. |image1265| image:: images/cataloging/uploadfilebib.png
+.. |image1266| image:: images/cataloging/uploadedfiles.png
+.. |image1267| image:: images/cataloging/cnbrowser.png
+.. |image1268| image:: images/cataloging/editindividual.png
+.. |image1269| image:: images/cataloging/edititemssearch.png
+.. |image1270| image:: images/cataloging/itemstatuses.png
+.. |image1271| image:: images/serials/newfield.png
+.. |image1272| image:: images/serials/addfield.png
+.. |image1273| image:: images/serials/adddept.png
+.. |image1274| image:: images/serials/addingfieldvalues.png
+.. |image1275| image:: images/serials/showfields.png
+.. |image1276| image:: images/serials/searchfield.png
+.. |image1277| image:: images/serials/manualhistory.png
+.. |image1278| image:: images/serials/numberonly.png
+.. |image1279| image:: images/serials/subscribers.png
+.. |image1280| image:: images/acquisitions/suggestfund.png
+.. |image1281| image:: images/acquisitions/importallstaged.png
+.. |image1282| image:: images/acquisitions/selecttoimport.png
+.. |image1283| image:: images/acquisitions/itemfromstaged.png
+.. |image1284| image:: images/acquisitions/stagedaccounting.png
+.. |image1285| image:: images/acquisitions/highestholdratio.png
+.. |image1286| image:: images/acquisitions/patronslist.png
+.. |image1287| image:: images/acquisitions/edifactorder.png
+.. |image1288| image:: images/acquisitions/AcquisitionDetails.png
+.. |image1289| image:: images/acquisitions/cancelorder.png
+.. |image1290| image:: images/acquisitions/AcqEnableFiles.png
+.. |image1291| image:: images/acquisitions/edifactmsg.png
+.. |image1292| image:: images/reports/cacheexiprywizard.png
+.. |image1293| image:: images/reports/reportgroup.png
+.. |image1294| image:: images/reports/cacheexpiry.png
+.. |image1295| image:: images/opac/editadvanced.png
+.. |image1296| image:: images/opac/locationfacet.png
+.. |image1297| image:: images/opac/removefilter.png
+.. |image1298| image:: images/opac/sharelist.png
+.. |image1299| image:: images/opac/iteminyourcart.png
+.. |image1300| image:: images/opac/cartmoredetails.png
+.. |image1301| image:: images/opac/AllowHoldItemTypeSelection.png
+.. |image1302| image:: images/opac/resetpw.png
+.. |image1303| image:: images/opac/resetconfirm.png
+.. |image1304| image:: images/opac/relativecheckouts.png
+.. |image1305| image:: images/opac/suspenduntil.png
+.. |image1306| image:: images/opac/finescheckboxes.png
+.. |image1307| image:: images/opac/paypalconfirm.png
+.. |image1308| image:: images/opac/staffpaypal.png
+.. |image1309| image:: images/opac/AllowPatronToSetCheckoutsVisibilityForGuarantor.png
+.. |image1310| image:: images/opac/relativecheckouts.png
+.. |image1311| image:: images/opac/opacphonemsg.png
+.. |image1312| image:: images/opac/dischargetab.png
+.. |image1313| image:: images/searching/itemsearchlink.png
+.. |image1314| image:: images/searching/itemsearch.png
+.. |image1315| image:: images/searching/itemsearchresults.png
+.. |image1316| image:: images/appendix-coverflow/coverflow_2-300x170.gif
+.. |image1317| image:: images/appendix-oclc/oclcexporttab.png
+.. |image1318| image:: images/appendix-oclc/oclcoptions.png
+.. |image1319| image:: images/appendix-oclc/oclcstatus.png
+.. |image1320| image:: images/appendix-oclc/oclcexportbatch.png
+.. |image1321| image:: images/appendix-oclc/oclcprocessbatch.png
projects / kohadocs.git / commitdiff