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