Koha 3.

4 Manual (en)
Nicole C. Engard
ByWater Solutions/BibLibre

Copyright © 2010, 2011 Nicole C. Engard/ByWater Solutions/BibLibre This manual is licensed under the GNU General Public License, version 3 or later Learn more about this license in the GPL3 Appendix

Table of Contents 1. Administration 1.1. Global System Preferences 1.1.1. Acquisitions 1.1.2. Administration 1.1.3. Authorities 1.1.4. Cataloging 1.1.5. Circulation 1.1.6. Creators 1.1.7. Enhanced Content 1.1.8. I18N/L10N 1.1.9. Local Use 1.1.10. Logs 1.1.11. OPAC 1.1.12. Patrons 1.1.13. Searching 1.1.14. Serials 1.1.15. Staff Client 1.1.16. Web Services 1.2. Basic Parameters 1.2.1. Libraries & Groups 1.2.2. Item Types 1.2.3. Authorized Values 1.3. Patrons & Circulation 1.3.1. Patron Categories 1.3.2. Cities and Towns 1.3.3. Road Types 1.3.4. Patron Attribute Types 1.3.5. Circulation and Fine Rules 1.3.6. Library Transfer Limits 1.3.7. Item Circulation Alerts 1.4. Catalog Administration 1.4.1. MARC Bibliographic Frameworks 1.4.2. Koha to MARC Mapping 1.4.3. Keywords to MARC Mapping 1.4.4. MARC Bibliographic Framework Test 1.4.5. Authority Types 1.4.6. Classification Sources 1.4.7. Record Matching Rules 1.5. Acquisitions 1.5.1. Currencies and Exchange Rates 1.5.2. Budgets 1.5.3. Funds 1.6. Additional Parameters

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1.6.1. Stop Words 1.6.2. Z39.50 Servers 2. Tools 2.1. News 2.2. Label Creator 2.2.1. Templates 2.2.2. Profiles 2.2.3. Layouts 2.2.4. Batches 2.3. Quick Spine Label Creator 2.4. Patron Card Creator 2.4.1. Templates 2.4.2. Profiles 2.4.3. Layouts 2.4.4. Batches 2.4.5. Manage Images 2.5. Calendar & Holidays 2.5.1. Adding Events 2.5.2. Editing Events 2.5.3. Additional Help 2.6. Comments/Reviews 2.7. Tag Moderation 2.8. CSV Profiles 2.8.1. Add CSV Profiles 2.8.2. Modify CSV Profiles 2.8.3. Using CSV Profiles 2.9. Stage MARC Records for Import 2.10. Staged MARC Record Management 2.11. Export Bibliographic and Holdings Data (MARC Export) 2.12. Patron Import 2.12.1. Creating Patron File 2.12.2. Importing Patrons 2.13. Patrons (anonymize, bulk-delete) 2.14. Upload Patron Images 2.15. Task Scheduler 2.15.1. Troubleshooting 2.16. Notices 2.16.1. Adding Notices 2.16.2. Existing Notices 2.17. Overdue Notice/Status Triggers 2.18. Log Viewer 2.19. Inventory/Stocktaking 2.20. Batch item modification 2.21. Batch item deletion 3. Patrons 3.1. Add a new patron 3.2. Add a Staff Patron 3.3. Add a Statistical Patron 3.4. Editing Patrons 3.5. Patron Permissions 3.5.1. Setting Patron Permissions 3.5.2. Patron Permissions Defined 3.6. Patron Information 3.6.1. Check Out 3.6.2. Details 3.6.3. Fines

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3.6.4. Circulation History 3.6.5. Modification Log 3.6.6. Messaging 3.6.7. Notices 3.7. Patron Search 4. Circulation 4.1. Check Out (Issuing) 4.1.1. Checking Items Out 4.1.2. Check Out Messages 4.1.3. Check Out Warnings 4.2. Check In (Returning) 4.2.1. Checking Items In 4.2.2. Check In Messages 4.3. Circulation Messages 4.3.1. Setting up Messages 4.3.2. Adding a Message 4.3.3. Viewing Messages 4.4. Holds 4.4.1. Placing Holds in Staff Client 4.4.2. Managing Holds 4.4.3. Receiving Holds 4.5. Transfers 4.6. Set Library 4.7. Fast Add Cataloging 4.8. Circulation Reports 4.8.1. Holds Queue 4.8.2. Holds to pull 4.8.3. Holds awaiting pickup 4.8.4. Hold ratios 4.8.5. Transfers to receive 4.8.6. Overdues 4.8.7. Overdues with fines 4.9. Tracking Inhouse Use 4.10. In Processing / Book Cart Locations 4.11. Self Checkout 4.12. Offline Circulation Utility 4.12.1. Firefox Plugin 4.12.2. Offline Circ Tool for Windows 4.12.3. Upload Offline Circ File 5. Cataloging 5.1. Bibliographic Records 5.1.1. Adding Records 5.1.2. Editing Records 5.1.3. Duplicating Records 5.1.4. Merging Records 5.2. Item Records 5.2.1. Adding Items 5.2.2. Editing Items 5.2.3. Moving Items 5.2.4. Item Specific Circulation History 5.3. Authorities 5.3.1. Adding Authorities 5.3.2. Searching Authorities 5.3.3. Editing Authorities 5.4. Cataloging Guides 5.4.1. Bibliographic Record Cataloging Cheat Sheet

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5.4.2. Item/Holdings Record Cataloging Guide 5.4.3. Handling On Order Items and Holds 6. Serials 6.1. Add a subscription 6.2. Receive Issues 6.3. Create a Routing List 6.4. Subscriptions in Staff Client 6.5. Subscriptions in OPAC 7. Acquisitions 7.1. Setup 7.2. Vendors 7.2.1. Add a Vendor 7.2.2. View/Edit a Vendor 7.2.3. Vendor Contracts 7.3. Managing Suggestions 7.4. Placing Orders 7.4.1. Create a basket 7.4.2. Create a basket group 7.4.3. Printing baskets 7.5. Receiving Orders 7.6. Claims & Late Orders 7.7. Acquisition Searches 8. Lists & Cart 8.1. Lists 8.1.1. Create a List 8.1.2. Add to a List 8.1.3. Viewing Lists 8.1.4. Merging Bibliographic Records Via Lists 8.2. Cart 9. Reports 9.1. Custom Reports 9.1.1. Add Custom Report 9.1.2. Edit Custom Reports 9.2. Statistics Reports 9.2.1. Acquisitions Statistics 9.2.2. Patron Statistics 9.2.3. Catalog Statistics 9.2.4. Circulation Statistics 9.2.5. Serials Statistics 9.2.6. Patrons with the most checkouts 9.2.7. Most Circulated Items 9.2.8. Patrons with no checkouts 9.2.9. Items with no checkouts 9.2.10. Catalog by Item Type 9.2.11. Lost Items 9.2.12. Average Loan Time 9.3. Report Dictionary 10. OPAC 10.1. Search Results 10.1.1. Results Overview 10.1.2. Filters 10.1.3. Search RSS Feeds 10.2. Bibliographic Record 10.3. Lists & Cart 10.3.1. Lists 10.3.2. Cart

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5. Patron Flags 10. My Privacy 10.6. Implementation Checklist 13. Circulation Configuration 13. Dependencies 14.5. My Messaging 10.5.1.2.2. Searching Configuration 13.4.1.5. Guide to Searching 11.3. Patron Configuration 13.8.3.2.4.3.1.2.2.5.5. Localization Configuration 13.4.3. OPAC Configuration 13.5.3. Installation of Insurge 14.5. My Account 10.5. My Purchase Suggestions 10. Perl Modules 13.4.9. Change My Password 10.1.1.2.10. My Fines 10. Server Information 12. Enhanced Content Configuration 13.2. About Koha 12.10. Common Command Language Searching 11.13. Cataloging Configuration 13. Serials Configuration 13.1.1. Advanced Searching 11.6.11. My Details 10. Custom RSS Feeds 10.2. Advanced Search Prefixes 11.5. Introduction 14.12.3.4.3.2.2.12.2.5.5. Download 14. Installation of Locum page 5 .3.4.1. Koha Search Indexes 12.4.7. Admin Configuration 13.8.5.10. Tagging 10.3.5.3. Purchase Suggestions 11. My Tags 10.3.3.5. Zotero 10.5. Comments 10.1. Authorities Configuration 13. Creation of the Database 14. Enhanced Content 10. Indexing and Searching Description 11. Acquisitions Configuration 13. My Lists 10. Basic Searching 11. My Search History 10. Data Migration 13.9. SOPAC2 Introduction 14.11. My Summary 10.4.9. Installation of Locum and Insurge 14. Searching 11. Sync DSN 14.2.3. Editable OPAC Regions 13.5. Planning for Go-Live 14. SOPAC2 Installation 14.4.6.6.4.2.7. Indexing Configuration 11. My Reading History 10.

Bonus Points E.5. OAI-PMH 16.1. In Processing/Book Cart 15.7. Configuring Firefox to Print to Receipt Printer C.1. Cron Jobs 15. UNIMARC Default A. Circulation 15.2.1.6.14. Catalog 15. Example Notice D.6. In Firefox B. Installation of SOPAC2 14. NoZebraIndexes Default B. For Star SP542 Printers B. Notices 15.1.1.1. In Firefox B.1. Using the SRU server 17.1.1. Cron Jobs 15.1.1. Using Koha as a Content Management System (CMS) E.1. Installing the Printer B.4.1. Usage E. Reader's Digest (0034-0375) D.7. Search 15.6.2.6.2.1. Using the SRU server 17.3. Search 17.1.1. System Preference Defaults A.2.1.3. Harvest Records 14.6. Indexing documents 14. Download 14. Deprecated scripts 16.2.7.1. Configuration 14.1.2.6. OPAC 15. Sample Serials D. Web Services 16.6. Download and Compile 14. Installation of Sphinx 14.4.1. People Weekly (1076-0091) E. Troubleshooting E. Sample OAI Conf File 17.2. Retrieve A. Explain 17. MARC Default A.1.2.1.2.1. ISBD Defaults A.1.3.7.4.5.6. System Administration 15.1. Setup E.1.1. Adding Pages E. Installation of Koha Connector 14.1.4.1. Creation of User and Group 14. For Epson TM-T88II (2) Printers B. The demon Sphinx 14.3.8.2.1.1. Configuration 15. Configuring Receipt Printers B. Dependencies 14.2.7. For Epson TM-T88III (3) & TM-T88IV (4) Printers B.6.1.5.3.1.3. Viewing your page page 6 . Installation 14.1.1. In the Print Driver B.2.2.2.2.1.

Display J. Serials J.6.3. Import .mrk file to .1.2. Hardware J.3. Why do I need Authorized Values? J. Installation Guides G. Printing Overdue Notices J.1.1.E.2.1.6.1. Custom Item Type/Authorized Value Icons J.7.2.1.5.3. Koha to MARC Mapping J.8.3. Live Examples F.7.3. Importing Excel data into Koha I. Dropbox Date J. Shelving Location Authorized Values J. Circulation J. Koha XSLT Item Types I. FRBRizing Content J.1.4. Customize Logo on Staff Client J.9.3.5.9.8.50 Target Public J.10. Unable to Place Holds J. Searching J. Design Related G. Enhanced Content J.3.7. Important Links G.4. Adding a prefix to call numbers I. Errors in Zebra Cron J.2.2. Cataloging Related G.1.1.1.4.4.4.2.2. Advanced Search J.1.1.5.2. Duplicate Overdue Notices J. Authority Fields J.6.mrc I.2.2.3.9. How do I clean up the sessions table? J. Reports Related G.9. Reports J.1.3.5.9.6.1. Converting from Excel format into .2. Koha Related G.1.2. Reset the Zebra Index G.4. Enhanced Content Related G.2. Cataloging J. Amazon J. Number of Items Per Bib Record J.1.1. MarcEdit I. Unable to Renew Items J.9.2. Barcode Scanners page 7 .4. Keyboard Shortcuts J.2. Customizing Koha Images J.10.2. Example E. Resetting the Koha Database F.2.1. Advanced Patterns J.2. Making Z39.8. Convert .3.1. Define Codes Stored in DB J.mrc into Koha J. Misc H. System Administration J. Subtitle Display on Bib Records J.3. FAQs J. Acquisitions J. Truncate Tables F.2.2.2.5.mrk format I. Planning Categories J.

Set these preferences before anything else in Koha.J.000.1.1.00 (US) Asks: Display currencies using the following format ___ Values: 360. GNU General Public License version 3 List of Tables 5-1. When editing preferences a '(modified)' tag will appear next to items you change until you click the 'Save All' button: After saving your preferences you'll get a confirmation message telling you what preferences were saved: Each section of preferences can be sorted alphabetically by clicking the small down arrow to the right of the word 'Preference' in the header column 1.1. Global System Preferences Global system preferences control the way your Koha system works in general. Attributes 11-2.2.1. Extending Koha K.00 (FR) page 8 .10.1.2. Get there: More > Administration > Global System Preferences System preferences can be searched (using any part of the preference name or description) using the search box on the 'Administration' page or the search box at the top of each system preferences page. CurrencyFormat Default: 360.2.1. Keyword Clouds L. AcqCreateItem Default: placing an order Asks: Create an item when ___. Amazon lookup script for Koha libraries K. Cataloging Guide 5-2. Administration 1.1.1. Koha Embedded Holdings Data 11-1.1.1.1.00 (US) 360 000.000.1. Printers K.1. Indexes Chapter 1. Policy 1. Acquisitions Get there: More > Administration > Global System Preferences > Acquisitions 1.1. Values: cataloging a record placing an order receiving an order 1.

2.1. Interface options These preference are related to your Koha interface 1. If you don't know what this is.3.2.1.2.2.1.2.will only show basic error messages some . casLogout Default: Don't logout Asks: ___ of CAS when logging out of Koha.2.1. OrderPdfFormat Default: pdfformat::layout2pages Asks: Use ___ when printing basket groups.1. DebugLevel Default: lots of Asks: Show ___ debugging information in the browser when an internal error occurs.1. Enter this value as a number (. CAS Authentication The Central Authentication Service (CAS) is a single sign-on protocol for the web.1.1. 1.2.1. 1.will show as much information as possible no .1. Printing 1. Values: lots of .1. casAuthentication Default: Don't use Asks: ___ CAS for login authentication.2.will show only some of the information available page 9 . gist Default: 0 Asks: The default tax rate is ___ Description: This preference will allow the library to define a default Goods and Services Tax rate.1.1.1. The default of value of 0 will disable this preference.1.2.1.1.1. casServerUrl Asks: The CAS Authentication Server can be found at ___ 1.1.2.1.06) versus a percent (6%).1. 1.3. leave these preferences set to their defaults.1.2. Get there: More > Administration > Global System Preferences > Administration 1. Administration These preferences are general settings for your system.2. 1. 1.

2. and only a basic error message will display when the value is set at 0. Description: This preference allows one email address to be used in warning messages set to the OPAC. If no email address is set for the branch this address will receive messages from patrons regarding modification requests.5. noItemTypeImages Default: Show Asks: ___ itemtype icons in the catalog.1. Values: Shows Don't show Description: This preference allows the system administrator to determine if users will be able to set and see an item type icon the catalog on both the OPAC and the Staff Client. Having detailed error messages makes quick fixes more likely in problem areas.1. 1. and questions or information regarding overdue notices. If images of item types are disabled. The most detail will be sent when the value level is set at 2.2.2.4. KohaAdminEmailAddress This is the default 'From' address for emails unless there is one for the particular branch.2.3. Values: #'s backslashes commas semicolons slashes tabs 1. some detail will be sent when the value is set at 1. virtualshelves Default: Allow page 10 .2.1. purchase suggestions.1. Asks: Use ___ as the email address for the administrator of Koha.2. 1. text labels for item types will still appear in the OPAC and Staff Client. delimiter This preference determines how reports exported from Koha will separate data.2. Default: semicolons Asks: Separate columns in an exported report file with ___ by default. This setting is especially important when a system is new and the administration is interested in working out the bugs (errors or problems) quickly. This email address can be changed when needed. 1.2. It is recommended that a email address that can be accessed by multiple staff members be used for this purpose so that if one librarian is out the others can address these requests. and is referred to when an internal error occurs.Description: This preference determines how much information will be sent to the user's screen when the system encounters an error.2. The images will display in both the OPAC and the Staff Client/Intranet.

Asks: ___ staff and patrons to create and view saved lists of books. Values: Allow Don't Allow

1.1.2.3. Login options These preferences are related to logging into your Koha system

1.1.2.3.1. AutoLocation Default: Don't require Asks: ___ staff to log in from a computer in the IP address range specified by their library (if any). Set IP address range in the library administration area Get there: More > Administration > Basic Parameters > Libraries & Groups

Values: Don't require Require

Description: This preference protects the system by blocking unauthorized users from accessing the staff client program and settings. Authorized and unauthorized users are determined by their computer's IP addresses. When the preference is set to 'Require', IP authorization is in effect and unauthorized IP addresses will be blocked. This means that staff cannot work from home unless their IP address has been authorized. When set to 'Don't require', anyone with a staff client login will have access no matter which IP address they are using.

1.1.2.3.2. IndependantBranches Default: Don't prevent Asks: ___ staff (but not superlibrarians) from modifying objects (holds, items, patrons, etc.) belonging to other libraries. Values: Don't prevent Prevent

Description: This preference should only be used by library systems which are sharing a single Koha installation among multiple branches but are considered independent organizations, meaning they do not share material or patrons with other branches and do not plan to change that in the future. If set to 'Prevent' it increases the security between library branches by: prohibiting staff users from logging into another branch from within the staff client, filtering out patrons from patron searches who are not a part of the login branch conducting the search, limiting the location choices to the login branch when adding or modifying an item record, preventing users from other branch locations from placing holds or checking out materials from library branches other than their own, and preventing staff from editing item records which belong to other library branches. All of these security safeguards can be overridden only by the superlibrarian, the highest level of privileges. It is important that this value be set before going live and that it NOT be changed

1.1.2.3.3. insecure Default: Don't allow

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Asks: ___ staff to access the staff client without logging in. Description: This preference controls whether or not authentication (user login) will be required to gain access to the staff client. If set to 'Allow', all authentication is bypassed. If set to 'Don't allow' authentication (login) on the staff client is required.

Values: Allow Don't allow Enabling this is dangerous, and should not be done in production environments.

1.1.2.3.4. SessionStorage Default: in the MySQL database Asks: Store login session information ___ Values: as temporary files in the MySQL database in the PostgreSQL database PostgreSQL is not yet supported Description: This preference allows administrators to choose what format session data is stored in during web sessions.

1.1.2.3.5. timeout Default: 12000000 Asks: Automatically log out users after ___ seconds of inactivity. Description: This preference sets the length of time the Staff Client or OPAC accounts can be left inactive before re-logging in is necessary. The value of this preference is in seconds. At this time, the amount of time before a session times out must be the same for both the Staff Client and the OPAC.

1.1.3. Authorities
Get there: More > Administration > Global System Preferences > Authorities

1.1.3.1. BiblioAddsAuthorities Default: allow Asks: When editing records, ___ them too automatically create new authority records if needed, rather than having to reference existing authorities. Values: allow This setting allows you to type values in the fields controlled by authorities and then adds a new authority if one does not exist

don't allow This setting will lock the authority controlled fields, forcing you to search for an authority versus allowing you to type the information in yourself.

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1.1.3.2. dontmerge Default: Don't Asks: ___ automatically update attached biblios when changing an authority record. Values: Do Don't If this is set to not merge you will need to ask your administrator to enable the merge_authorities.pl cronjob.

1.1.4. Cataloging
Get there: More > Administration > Global System Preferences > Cataloging

1.1.4.1. Display

1.1.4.1.1. authoritysep Default: -Asks: Separate multiple displayed authors, series or subjects with ___.

1.1.4.1.2. hide_marc Default: Display Asks: ___ MARC tag numbers, subfield codes and indicators in MARC views. Values: Display -- shows the tag numbers on the cataloging interface Don't display -- shows just descriptive text when cataloging

1.1.4.1.3. IntranetBiblioDefaultView Default: ISBD form Asks: By default, display biblio records in ___ Values: ISBD form -- displays records in the staff client in the old card catalog format See ISBD preference for more information

Labelled MARC form -- displays records in the staff client in MARC with text labels to explain the different fields MARC form -- displays records in the staff client in MARC normal form -- visual display in the staff client (for the average person)

Description: This setting determines the bibliographic record display when searching the catalog on the staff client. This setting does not affect the display in the OPAC which is changed using the BiblioDefaultView preference under the OPAC preference tab. This setting changes the look of the record when first displayed. The MARC and ISBD views can still be seen by clicking in the sidebar.

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1.1.4.1.4. ISBD Default: MARC21 Default Appendix or UNIMARC Default Appendix Asks: Use the following as the ISBD template: Description: This determines how the ISBD information will display. Elements in the list can be reordered to produce a different ISBD view. ISBD, the International Standard Bibliographic Description, was first introduced by IFLA (International Federation of Library Associations) in 1969 in order to provide guidelines for descriptive cataloging. The purpose of ISBD is to aid the international exchange of bibliographic records for a variety of materials.

1.1.4.1.5. LabelMARCView Default: Don't Asks: ___ collapse repeated tags of the same type into one tag entry. Values: Do -- will combine all identical tag numbers under one heading in the MARC view in the OPAC and Staff Client Don't -- will list all of the tags individually in the MARC view in the OPAC and Staff Client

1.1.4.1.6. OpacSuppression Default: Don't hide Asks: ___ items marked as suppressed from OPAC search results. Values: Don't hide -- will show items in OPAC search results if they are marked suppressed Hide -- will not show items in OPAC search results if they're marked as suppressed Each bib record with items you want to hide from the OPAC simply need to have the 942n field set to 1. The index then hides it from display in OPAC but will still display it in the Staff Client

Description: An authorized value for 942$n field should be set to eliminate errors. One example would be to create an authorized value titled SUPRESS with a value of 0 for don't suppress and 1 for suppress. If this preference is set to 'hide' and you have the 942n field set to 1, it will hide the entire bib record - not just an individual item. You must have the Suppress index set up in Zebra and at least one suppressed item, or your searches will be broken.

1.1.4.1.7. URLLinkText Default: Online Resource Asks: Show ___ as the text of links embedded in MARC records. Description: If the 856 field does not have a subfield 3 or y defined, the OPAC will say 'Click here to access online.' If you would like the field to say something else enter that in this field.

1.1.4.2. Interface

1.1.4.2.1. advancedMARCeditor Default: Don't display

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4.1.2.3. etc). autoBarcode Default: generated in the form <branchcode>yymm0001 Asks: Barcodes are ___ Values: generated in the form <branchcode>yymm0001 generated in the form <year>-0001 <year>-0002.1. 1. DefaultClassificationSource Default: Dewey Decimal System Asks: Use ___ as the default classification source.S.1.Asks: ___ descriptions of fields and subfields in the MARC editor. Values: Display Don't display 1. Values: ANSCR (Sound Recordings) Dewey Decimal Classification Library of Congress Classification Other/Generic Classification Scheme SuDoc Classification (U. Values: biblio record page 15 . GPO) Universal Decimal Classification 1. Record Structure 1. 2.4.3.2.2.1.4.1. generated in the form 1. item-level_itypes Default: specific item Asks: Use the item type of the ___ as the authoritative item type (for determining circulation and fines rules.3. 3 not generated automatically Description: This setting is for libraries wishing to generate barcodes from within Koha (as opposed to scanning in pre-printed barcodes or manually assigning them).4. Description: This preference determines whether or not MARC field names will be present when editing or creating MARC records.

MARCOrgCode Default: OSt Asks: Fill in the MARC organization code ___ by default in new MARC records (leave blank to disable). z3950NormalizeAuthor & z3950AuthorAuthFields Defaults: Don't copy & 701. and many other countries. MARC21 is the standard style for the US. give them the temporary location of ___ (should be a location code. Learn more and find your library's code on the MARC Code list for Organizations or in Canada on the Canadian Symbols Directory.3. Canada and Britain. 1.1.4.5. Examples: Dewey: 082ab or 092ab.4.700 Asks: ___ authors from the UNIMARC ___ tags (separated by commas) to the correct author tags when importing a record using Z39.1. Description: This setting determines which MARC field will be used to determine the call number that will be entered into item records automatically (952$o). Values: MARC21 UNIMARC 1.1. marcflavour Default: MARC21 Asks: Interpret and store MARC records in the ___ format. Most libraries refer to the item record for item types.4.3. itemcallnumber Default: 082ab Asks: Map the MARC subfield to an item's callnumber. 1. page 16 .1. or blank to disable). 852 are all common) and the subfield codes without the delimiters ($a. from the item record: 852hi 1.4. The value is set by providing the MARC field code (050. NewItemsDefaultLocation Asks: When items are created. 090. Description: This preference defines global MARC style (MARC21 or UNIMARC) used for encoding. $b would be ab). 082.7.4.specific item Description: This preference determines whether the item type Koha uses for issuing rules will be an attribute of the bibliographic record or the item record. This can contain multiple subfields to look in. 1.1.3.6. Italy. LOC: 050ab or 090ab.702.50. UNIMARC is a variation of MARC21 that is used in France. Description: The MARC Organization Code is used to identify libraries with holdings of titles and more. for instance 082ab would look in 082 subfields a and b.3.3. Russia.3.4.

1. SpineLabelFormat Default: <itemcallnumber><copynumber> Asks: Include the following fields on a quick-printed spine label: (Enter in columns from the biblio.Description for z3950NormalizeAuthor: This preference allows for ‘Personal Name Authorities' to replace authors as the bibliographic authority.1. ___ automatically pop up a print dialog.3.1. This preference only applies to those using UNIMARC encoding. The MARC fields selected here will only be used if ‘z3950NormalizeAuthor' is set to “Copy". 1.4. The default field are 700.2. SpineLabelAutoPrint Default: don't Asks: When using the quick spine label printer.1.4. Checkout Policy 1.4. This preference should only be considered by libraries using UNIMARC. Spine Labels 1. AllowNotForLoanOverride Default: Allow Asks: ___ staff to override and check out items that are marked as not for loan. 701.1.1. Values: do don't 1.1.1.4. Values for z3950NormalizeAuthor: Copy Don't copy Description for z3950AuthorAuthFields: This preference defines which MARC fields will be used for ‘Personal Name Authorities' to replace authors as the bibliographic authorities.) 1. Values: Display Don't display 1.4. and 702. surrounded by < and >.5.1. page 17 .4.5.1. biblioitems or items tables. Circulation Get there: More > Administration > Global System Preferences > Circulation 1. SpineLabelShowPrintOnBibDetails Default: Don't display Asks: ___ buttons on the bib details page to print item spine labels.1.4.5.4.

This is a preference in which if it is set to “allow" it would allow the library staff to use their judgment for overriding the renew limit for special cases. Setting it to “Do" will ensure that items checked in at a branch other than their home branch will be sent to that home branch. If set to “Don't". 1.1.1. such as reference materials. setting it to “Don't allow" would prevent this. 1. Values: Do Don't Description: This preference is a binary setting which determines whether an item is returned to its home branch automatically or not. AutomaticItemReturn Default: Do Asks: ___ automatically transfer items to their home branch when they are returned.5.2. Values: Allow Don't allow Description: This preference is a binary setting which controls the ability of staff to override the limits placed on the number of times an item can be renewed.4. setting it to “Don't allow" prevents an opportunity for abuse by the library staff. Setting it to “Allow" would allow such limits to be overridden.1. 1. setting it to “Don't allow" would prevent this. This allows for the opportunity for all materials to be returned by a certain date (presumably the closure date).1.1.Values: Allow Don't allow Description: This parameter is a binary setting which controls the ability of staff (patrons will always be prevented from checking these items out) to check out items that are marked as “not for loan".5. This means that any items checked out will be due no later than the selected date. This preference is useful if the library is going to be closed for an extended period of time.1. AllowRenewalLimitOverride Default: Allow Asks: ___ staff to manually override the renewal limit and renew a checkout when it would go over the renewal limit.3. Enter the date to match the format you set in your localization preferences (iso = YYYY-MM-DD or metric = MM/DD/YYYY) page 18 . Setting it to “Allow" would allow such items to be checked out. the staff member checking an item in at a location other than the item's home branch will be asked whether the item will remain at the non-home branch (in which case the new location will be marked as a holding location) or returned.5. This setting determines whether items meant to stay in the library. and other library resources can be checked out by patrons. ceilingDueDate Default: no value Asks: Make all checkouts due on or before ___ Description: This preference limits the due date of all items to be before a selected date.

globalDueDate Default: no value Asks: Make all checkouts have a due date of ___ Description: This preference sets a specific date upon which all library materials must be returned. Values: the library the item is from the library the item was checked out from It is not recommend that this setting be changed after initial setup of Koha This preference does nothing unless the IndependantBranches preference is set to 'Prevent'.1. InProcessingToShelvingCart page 19 .8.5. Enter the date to match the format you set in your localization preferences (iso = YYYY-MM-DD or metric = MM/DD/YYYY) Get there: More > Administration > Global system preferences > I18N/L10N > dateformat 1. No default value is set and the parameter is left blank unless a date is entered.1.1. Get there: More > Administration > Global System Preferences > Admin > IndependantBranches 1. regardless of whether or not this date interferes with the normal check-out duration.6. This feature is particularly useful for school libraries that close during the summer break and require the return of their materials before the end of the academic year.1.5.7.1.1.5.5. CircControl Default: the library the item is from Asks: Use the checkout and fines rules of ___ Values: the library the item is from The circulation and fines policies will be determined by the library that owns the item the library the patron is from The circulation and fines policies will be determined the patron's home library the library you are logged in at The circulation and fines policies will be determined by the library that checked the item out to the patron 1. HomeOrHoldingBranch Default: the library the item was checked out from Asks: Use the checkout and fines rules of ___ Description: This preference establishes what may be done with a loaned item once the item has been returned. It deals with situations in which one library branch has borrowed materials from a different branch.1.Get there: More > Administration > Global system preferences > I18N/L10N > dateformat 1.1.5. Essentially it decides whether a library may check the borrowed item back out to its patron or if it must immediately send the item back to the owning location.

Description: This preference is the maximum amount of money owed to the library before the user is banned from borrowing more items.1.1.5.5. maxoutstanding Default: 5 Asks: Prevent patrons from making holds on the OPAC if they owe more than ___ USD in fines.1. 1.5.1. One of the videos has a rental charge of $1. therefore making the total fines on the patron's account suddenly $5 (the limit). Values: Don't prevent Prevent Description: This preference determines if a patron can check items out if there is an overdue fine on the account and any of the materials the patron wishes to check out will potentially tip the account balance over the maximum fines policy the library has in place.1. A patron comes to the desk with 5 items to check out (4 books and a video) The patron has $4 in charges already on their account. Values: Don't move Move 1.Default: Don't move Asks: ___ items that have the location PROC to the location CART when they are checked in. 1. after incurring $5 in fines. This also coincides with maxoutstanding that limits patrons from placing holds when the maximum amount is owed to the library. OverduesBlockCirc Default: Ask for confirmation Asks: ___ when checking out to a borrower that has overdues outstanding Values: Ask for confirmation Will not let you check an item out to patrons with overdues until a librarian confirms that it is okay Block Block all patrons with overdue items from being able to check out page 20 .11. Example: Your library has a $5 limit set for 'fines' (ie.12.1.10. 1.1. IssuingInProcess Default: Don't prevent Asks: ___ patrons from checking out an item whose rental charge would take them over the limit. a patron can no longer check out items).1. noissuescharge Default: 5 Asks: Prevent patrons from checking out books if they have more than ___ USD in fines.9.5.

5. 1.1.5.5.15. TransfersMaxDaysWarning page 21 . 1.1.1.1. ReturnBeforeExpiry Default: Don't require Asks: ___ patrons to return books before their accounts expire (by restricting due dates to before the patron's expiration date).1. If this is set to “Require". PrintNoticesMaxLines Asks: Include up to ___ item lines in a printed overdue notice. the notice will end with a warning asking the borrower to check their online account for a full list of overdue items.1. not those sent via email.1. Set to 0 to include all overdue items in the notice. OverdueNoticeBcc Asks: Send all notices as a BCC to this email address ___ This preference makes it so that a librarian can get a copy of every notice sent out to patrons. then a due date of any checked out item can not be set for a date which falls after the patron's card expiration. ReturnToShelvingCart Default: Don't move Asks: ___ all items to the location CART when they are checked in.17.18. This preference only refers to the print notices.1. If the setting is left “Don't require" then item check out dates may exceed the expiration date for the patron's library card.1. 1.16. Values: Don't move Move 1. Values: Don't require Require Description: This is preference may prevent a patron from having items checked out after their library card has expired. RenewalPeriodBase Default: the old due date of the checkout Asks: When renewing checkouts.5.Don't block Allow all patrons with overdue items to continue to check out 1. If the number of items is greater than this number.1. no matter how many there are.13.5.1.14.1. base the new due date on ___ Values: the old due date of the checkout the current date 1.5.

1.5. The 'the calendar to skip all days the library is closed' setting allows for a scheduled closure not to count as a day in the loan period. Values: circulation rules only. and 'the calendar to push the due date to the next open day' would only effect the due date if the day the item is due would fall specifically on the day of closure. the calendar to skip all days the library is closed. A book checked out by a patron has a due date of December 25th according to the circulation and fine rules. useDaysMode Default: Don't include Asks: Calculate the due date using ___. Description: The TransferMaxDaysWarning preference is set at a default number of days. 1. If this preference is set to 'circulation rules only' then the item will remain due on the 25th. To learn more about the calendar.1.1. 1. check out the 'Calendar & Holidays' section of this manual. the 'circulation rules only' setting would not consider the scheduled closure at all.19. Example: The library has put December 24th and 25th in as closures on the calendar.Default: 3 Asks: Show a warning on the "Transfers to Receive" screen if the transfer has not been received ___ days after it is sent. 1. If the preference is set to 'the calendar to skip all days the library is closed' then the due date will be pushed to the 26th of December to accommodate for the two closed days.1. Description: This preference controls how scheduled library closures affect the due date of a material. UseBranchTransferLimits & BranchTransferLimitsType Defaults: Don't enforce & collection code Asks: ___ branch transfer limits based on ___ UseBranchTransferLimits Values: Don't enforce Enforce BranchTransferLimitsType Values: collection code item type BranchTransferLimitsType Description: This parameter is a binary setting which determines whether items are transferred according to item type or collection code. This value determines how the library manager is able to restrict what items can be transferred between the branches. the calendar to push the due date to the next open day.20.2.5. This preference allows for a warning to appear after a set amount of time if an item being transferred between library branches has not been received. Fines Policy page 22 . The warning will appear in the Transfers to Receive report.5. The calendar is defined on a branch by branch basis. If the preference is set to 'the calendar to push the due date to the next open day' then the due date will be December 26th.1.

1.5. finesMode Default: Calculate (but only for mailing to the admin) Asks: ___ fines Values: Calculate (but only for mailing to the admin) Calculate and charge Don't calculate Requires that you have the fines cron job running (misc/cronjobs/fines. Choosing 'not including the days the library is closed" setting will enable Koha to access its Calendar module and be considerate of dates when the library is closed. finesCalendar Default: not including the days the library is closed Asks: Calculate fines based on days overdue ___ Values: directly not including the days the library is closed Description: This preference will determine whether or not fines will be accrued during instances when the library is closed. To make use of this setting the administrator must first access Koha's calendar and mark certain days as “holidays" ahead of time.5. library in-service days.2. The calendar is defined on a branch by branch basis.1.1.2.pl) 1.3.5. AllowHoldsOnDamagedItems Default: Allow Asks: ___ hold requests to be placed on damaged items.5.2.2. 1.1.5.1. Holds Policy 1. Examples include holidays. check out the 'Calendar & Holidays' section of this manual. Values: Allow Don't allow Description: page 23 . etc. Values: Allow Don't allow 1. AllowHoldDateInFuture Default: Allow Asks: ___ hold requests to be placed that do not enter the waiting list until a certain future date.3.1.1. To learn more about the calendar.3.1.

5. Values: Allow page 24 .3. but there is opportunity for the staff to abuse this function. AllowOnShelfHolds Default: Allow Asks: ___ hold requests to be placed on items that are not checked out.3. Setting it to “Don't allow" allows borrowers to place holds on items that are checked out but not on items that are on the shelf (or assumed available in the library). 1. or if the library wanted to allow users to place holds on items from home through the OPAC.5. setting it to “Allow" allows borrowers to place holds on any item that is available for loan whether it is checked out or not. canreservefromotherbranches Default: Allow Asks: ___ a user from one library to place a hold on an item from another library Description: This preference is a binary setting which determines whether patrons can place holds on items from other branches. If the library is sharing an installation of Koha with other independent libraries which do not wish to allow interlibrary borrowing it is recommended that this parameter be set to “Don't allow".1.3. If it is set to “Don't allow". first served standard. if it is set to “Don't allow" they cannot. setting it to “Allow" will allow it. This setting might be set to "Allow" if the library system is a multi branch system and patrons used the hold system to request items from other libraries. AllowHoldPolicyOverride Default: Allow Asks: ___ staff to override hold policies when placing holds.4. This setting is important because it determines how strict the libraries rules for placing holds are. Values: Allow Don't Allow Description: This preference is a binary setting which controls the ability of patrons to place holds on items that are not currently checked out. Setting it to “Don't allow" would enforce a first come. Setting this value to “Don't allow" will prevent anyone from placing a hold on such items. Values: Allow Don't allow Description: This preference is a binary setting which controls whether or not the library staff can override the circulation and fines rules as they pertain to the placement of holds. Setting this value to “Don't allow" will prevent anyone from overriding. 1. This is an important setting because it determines if users can use Koha to request items from another branch.This parameter is a binary setting which controls whether or not hold requests can be placed on items that are marked as “damaged". Setting it to “Allow" would allow a patron to place a hold on an item and therefore receive it as soon as it becomes available. This preference is important because it determines whether or not a patron can place a request for an item that might be in the process of being repaired or not in good condition. The library may wish to set this to “Don't allow" if they were concerned about their patrons not receiving the item in a timely manner or at all (if it is determined that the item is beyond repair). setting it to “Allow" will allow it. If the preference is set to “Allow" patrons can place such holds.5. but it makes the system entirely inflexible in respect to holds.1.5. no abuse of the system is possible.3. 1. If this is set to “Allow". exceptions can be made for patrons who are otherwise normally in good standing with the library.1.

3.Don't allow (with independent branches) 1. DisplayMultiPlaceHold Default: Don't enable Asks: ___ the ability to place holds on multiple biblio from the search results Values: Don't enable Enable 1.5. emailLibrarianWhenHoldIsPlaced Default: Don't enable Asks: ___ sending an email to the Koha administrator email address whenever a hold request is placed. Values: Don't enable Enable Description: This preference enables Koha to email the library staff whenever a patron requests an item to be held.3.1.5.1.5.1. maxreserves Default: 50 Asks: Patrons can only have ___ holds at once.5.3.7. it is extremely impractical in most library settings.8. Values: Allow AllowHoldDateInFuture must also be enabled for this to work Don't allow 1. OPACAllowHoldDateInFuture Default: Allow Asks: ___ patrons to place holds that don't enter the waiting list until a certain future date. ReservesControlBranch Default: item's home library Asks: Check the ___ to see if the patron can place a hold on the item. This notice can be customized by editing the HOLDPLACED notice.9.10.6. 1. page 25 . In most libraries the hold lists are monitored and maintained from a separate interface.5.1. While this function will immediately alert the librarian to the patron's need.3.1.3. 1. That said. many libraries that allow on shelf holds prefer to have this preference turned on so that they are alerted to pull an item from the shelf. Values: item's home library.

3. Previously set library codes are entered into the preference box.5. This preference will tell the patron that their item is ‘Waiting' for them at their library and ready for check out.5. ReservesNeedReturns Default: Don't automatically Asks: ___ mark holds as found and waiting when a hold is placed specifically on them and they are already checked in. and these libraries would receive holds before libraries not listed.1. hold requests will be sent to the libraries according to their order as designated in StaticHoldsQueueWeight or according to their static ranking in the database. allowing these libraries to receive holds before other branch libraries. 1.5. If the RandomizeHoldsQueueWeight is set as “in random order" the hold requests will be sent randomly to the libraries on the StaticHoldsQueueWeight list. The StaticHoldsQueueWeight preference allows for certain libraries or branches to have a higher weight for holds fulfillment.1. This preference allows a library to decide whether an ‘item specific' hold is marked as “Waiting" at the time the hold is placed or if the item will be marked as “Waiting" after the item is checked in.1.3. RandomizeHoldsQueueWeight can work with StaticHoldsQueueWeight to determine which libraries (branch or consortium library) will be targets for items on holds list. uses all libraries) ___ Descriptions: RandomizeHoldsQueueWeight randomizes the libraries to which hold requests are sent. Values: Automatically Don't automatically Description: This preference refers to ‘item specific' holds where the item is currently on the library shelf. The StaticHoldsQueueWeight works in conjunction with the RandomHoldsQueueWeight preference. 1.1.3.patron's home library.4.5.4. Interface 1.13. Description: This preference puts an expiration date on an item a patron has on hold. All available libraries may be randomized or only those libraries listed in the StaticHoldsQueueWeight preference. StaticHoldsQueueWeight & RandomizeHoldsQueueWeight Defaults: 0 & in that order Asks: Satisfy holds from the libraries ___ (as branchcodes. ReservesMaxPickUpDelay Default: 7 Asks: Mark a hold as problematic if it has been waiting for more than ___ days.1. separated by commas.11. RandomizeHoldsQueueWeight will or will not randomize the list of libraries that in the StaticHoldsQueueWeight list.12. separated by commas. if empty. RandomizeHoldsQueueWeight Values: in random order in that order 1. AllowAllMessageDeletion Default: Don't allow page 26 . If RandomizeHoldsQueueWeight is set as "in that order".5.1. This hold list is produced when patron's requests for items are generated on a libraries to which holds are sent. 1. After this expiration date the staff will have the option to release the unclaimed hold which then may be returned to the library shelf or issued to the next patron on the item's hold list.

This preference can make staff members' jobs easier or it could potentially slow down the page loading process. DisplayClearScreenButton Default: Show Asks: ___ a button to clear the current patron from the screen on the circulation screen.4. itemBarcodeInputFilter Default: Don't filter Asks: ___ scanned patron barcodes.5. Values: Convert from CueCat format Don't filter Remove spaces from page 27 .5.5.4. Setting it to “Try" would enable a staff member to begin typing a name or other value into the field and have a menu pop up with suggestions for completing it. FilterBeforeOverdueReport Default: Don't require Asks: ___ staff to choose which checkouts to show before running the overdues report. Setting it to “Don't try" would disable this feature.3.4.4. Values: Don't show Show 1.1.2.1.5.Asks: ___ staff to delete messages added from other libraries.4. Values: Don't require Require 1. CircAutocompl Default: Try Asks: ___ to automatically fill in the member when entering a patron search on the circulation screen. Description: This preference is a binary setting which determines whether auto-completion of fields is enabled or disabled for the circulation input field. Values: Allow Don't allow 1.5.1. Values: Don't try Try 1.1.

10. The “Allow" setting would allow for this option to be utilized by staff.4. soundon Default: Don't enable Asks: ___ circulation sounds during checkin and checkout in the staff interface.1.5.1.7.1. Values: Don't enable Enable This feature is not supported by all browsers.6. the “Don't allow" setting would bar staff from changing the due date on materials. Requires an HTML5 compliant browser.5.Remove the first number from T-prefix style This format is common among those libraries migrating from Follett systems 1. Values: Allow Don't allow 1. This option would be used for circumstances in which the due date may need to be decreased or extended in a specific circumstance. numReturnedItemsToShow Default: 20 Asks : Show the ___ last returned items on the checkin screen.4. 1.5. 1. SpecifyDueDate Default: Allow Asks: ___ staff to specify a due date for a checkout.5.4. previousIssuesDefaultSortOrder Default: earliest to latest Asks: Sort previous checkouts on the circulation page from ___ due date.1.1. Description: This preference allows for circulation staff to change a due date from the automatic due date to another calendar date.5.8. but staff can override that if you allow them to specify a due date at checkout.4. Values: earliest to latest latest to earliest 1. todaysIssuesDefaultSortOrder Default: latest to earliest Asks: Sort today's checkouts on the circulation page from ___ due date. Values: page 28 . Due dates are calculated using your circulation and fines rules.9.4.

1.5.1. AutoSelfCheckAllowed Default: Don't allow Asks: ___ the web-based self checkout system to automatically login with this staff login ___ and this password ___ .3.1. Patron Cards These preferences are in reference to the Patron Card Creator tool.1.5. ImageLimit page 29 . AutoSelfCheckID & AutoSelfCheckPass Most libraries will want to leave this set to 'Don't allow.earliest to latest latest to earliest 1. AutoSelfCheckPass needs to be set to the password of a staff member with 'circulate' permissions.6.5. 1.2. Get there: More > Administration > Global System Preferences > Creators 1. Creators These preferences have to do with creating content.' This preference turns off the requirement to log into the self checkout machine with a staff username and password by storing the username and password for automatic login.1.5.1. ShowPatronImageInWebBasedSelfCheck Default: Don't show Asks ___ the patron's picture (if one has been added) when they use the web-based self checkout.1. WebBasedSelfCheck Default: Don't enable Asks: ___ the web-based self checkout system.1. 1.5.6.5. AutoSelfCheckAllowed.6.1. Values: Don't enable Enable Enabling this preference will allow access to the self checkout module in Koha. Self Checkout 1.1. AutoSelfCheckAllowed Values: Allow Don't allow AutoSelfCheckID needs to be set to the username of a staff member with 'circulate' permissions.1.5. Values: Don't show Show 1. 1.5.

pulls all editions of the same title available in your collection regardless of material type. FRBRizing the catalog involves collating MARC records of similar materials. Items will appear under an 'Editions' tab on the detail page for the title in question. Enhanced Content Get there: More > Administration > Global System Preferences > Enhanced Content Always read the terms of service associated with external data sources to be sure that you are using the products within the allowed limits.com/odlis/).Asks: Limit the number of creator images stored in the database to ___ images. OPACFRBRizeEditions Default: Don't show Asks: ___ other editions of an item on the OPAC. expressions. This option is only for the OPAC. and manifestations that will serve their needs.7. Values: Don't show Show This preference pulls all editions of the same title available in your collection regardless of material type. If you set up more than one you will get multiple cover images. rather than just sets of Items. It can aid patrons in selecting related items. Description: Using the rules set forth in the Functional Requirements for Bibliographic records. According to Libraries Unlimited's Online Dictionary for Library and Information Science (http://lu.1.7. 1. or Manifestations). Instead choose only one source for cover images. You cannot have more than one service for cover images set up. expressions. This option is only for the Staff Client. and manifestations that will serve their needs. All 1. FRBRizeEditions Default: Don't show Asks: ___ other editions of an item on the staff client Values: Don't show Show Description: Using the rules set forth in the Functional Requirements for Bibliographic records. this option. When it is set to "Show". this option. Items will appear under an 'Editions' tab on the detail page for the title in question.1. XISBN) 1. rather than just sets of Items.1.1.1. When it is set to "Show". the library must select one of the ISBN options (ThingISBN or XISBN). Once this preference is enabled.1. Once this preference is enabled.2. the OPAC will query one or more ISBN web services for associated ISBNs and display an Editions tab on the details pages. when enabled. the OPACFRBRizeEditions option must be enabled to have the Editions tab appear on the OPAC.7. Expressions. According to Libraries Unlimited's Online Dictionary for Library and Information Science (http://lu. Expressions. or Manifestations).. the 'FRBRizeEditions' option must be turned “On" to have the Editions tab appear on the Staff Client. FRBRization brings together entities (sets of Works. FRBRizing the catalog involves collating MARC records of similar materials. pulls all editions of the same title available in your collection regardless of material type. XISBN) page 30 .1.7. Items will appear under an 'Editions' tab on the detail page for the title in question.com/odlis/). the OPAC will query one or more ISBN web services for associated ISBNs and display an Editions tab on the details pages.1. It can aid patrons in selecting related items. Requires that you turn on one or more of the ISBN services (ThingISBN. Requires that you turn on one or more of the ISBN services (ThingISBN.. FRBRization brings together entities (sets of Works. the library must select one of the ISBN options (ThingISBN or XISBN). when enabled. 1.

This preference applies only to the OPAC.1. Sign up at: http://aws.1. Values: Don't use Use This requires that you have signed up for and entered an access key. OPACAmazonEnabled Default: Don't use Asks: ___ data from Amazon on the OPAC (including reviews and "Search Inside" links on item detail pages).7. 1.2.com/ Enter your key in the AWSAccessKeyID system preference Description: This preference does not display any content but instead enables other Amazon-related preferences (AmazonCoverImages. Before turning this feature to "Use". Amazon 1. the library must first set AWSAccessKeyID and AWSPrivateKey. AmazonSimilarItems.com/ Set your enter your key in the AWSAccessKeyID system preference Description: This preference does not display any content but instead enables other Amazon-related preferences (AmazonCoverImages. the library must first set AWSAccessKeyID and AWSPrivateKey. AmazonReviews). please set the OPACAmazonEnabled preference. Value: American British Canadian page 31 . This preference applies only to the Staff Client. Furthermore. 1. other jacket services should be disabled to avoid interference.1.2.2. AmazonLocale Default: American Asks: Use Amazon data from its ___ website. In order to display Amazon content on the OPAC. Values: Don't use Use This requires that you have signed up for and entered an access key.1. Before turning this feature to "Use".7. please set the AmazonEnabled preference.2.2. if Amazon content is enabled. other jacket services should be disabled to avoid interference.7. Sign up at: http://aws.1.7.3. AmazonReviews).amazon. if Amazon content is enabled. Furthermore. In order to display Amazon content on the Staff Client. AmazonSimilarItems.amazon.1. AmazonEnabled Default: Don't use Asks: ___ data from Amazon on the staff interface (including reviews and "Search Inside" links on item detail pages).

1. This can net your library referral fees if a patron decides to buy an item after clicking through to Amazon from your site.7. AWSAccessKeyID Asks: Access Amazon content using the access key ___ Sign up at: http://aws. Values: Don't show Show Description: page 32 .com/ Description: If the library has signed up for an Amazon Web Services (AWS) account. Once an AWS account has been established.' clicking this will open up your secret access key or your AWSPrivateKey. Next to your Access key is a link that says 'Show. Applications are free of charge and can be made at http://aws.com/ Description: If the library has signed up for an Amazon Web Services (AWS) account. Once signed up your keys can be accessed by logging into your account and going to the 'Security Credentials' page. the library's Secret Access Key must be entered here.6. Before a tag can be obtained. In order to enable Amazon reviews and similar item suggestions. it will be assigned a Secret Access Key. the library can then obtain the Amazon Associates Tag.amazon. 1. AWSPrivateKey Asks: Access Amazon content (other than book jackets) using the private key ___ Sign up at: http://aws.com.amazon.1.1. however. the library's Access Key ID must be entered here.2.French German Japanese 1. the library must first apply for an Amazon Web Services (AWS) account. AmazonAssocTag Asks: Put the associate tag ___ on links to Amazon.com/ 1. Once signed up your keys can be accessed by logging into your account and going to the 'Security Credentials' page. and similar item suggestions.amazon.2.com/. it will be assigned an Access Key ID.2.amazon.5.4. Sign up at: https://affiliate-program.1.amazon. reviews.7.7. https://affiliate-program.2.7. Your Access Key will be listed next to the date it was created. In order to enable Amazon content. cover images. 1. AmazonCoverImages Default: Don't show Asks: ___ cover images from Amazon on search results and item detail pages on the staff interface.7. More information about the Amazon Associates program is available at Amazon's Affiliate Program's website. Description: An Amazon Associates Tag allows a library to earn a percentage of all purchases made on Amazon when a patron accesses Amazon's site via links on the library's website.

the Similar Items suggestions will appear in the Staff Client. the reviews will not appear.amazon. the suggestions will not appear. Amazon offers this service free of charge. and if it is set to "Don't show".com). the library must first set AWSAccessKeyID and AWSPrivateKey. Description: This preference makes it possible to either allow or prevent Amazon's suggestions for Similar Items from being displayed in the Staff Client. Amazon offers this service free of charge. If the value is set to "Show". Before setting this to "Show". all other similar item services should be disabled to avoid interference. Finally.7. AmazonReviews Default: Don't show Asks: ___ reviews from Amazon on item detail pages on the staff interface.7. Finally. as determined by Amazon. Values: Don't show Show This will use Amazon data to determine if you have similar items in your collection .2. but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws. the images will not appear. they will prevent AmazonCoverImages from functioning properly. Values: Don't show Show page 33 .10. if AmazonReviews is enabled. and if it is set to "Don't show".1.amazon. all other review services should be disabled to avoid interference. the library must first set AWSAccessKeyID and AWSPrivateKey. the reviews will appear in the Staff Client. the library must first set AWSAccessKeyID and AWSPrivateKey. Requires that AmazonEnabled is set to 'Use' 1. if AmazonSimilarItems is enabled.com).amazon. Requires that AmazonEnabled is set to 'Use' 1. If they are not disabled.1. Finally. which pulls the content based on the first ISBN number in the item's MARC record. and if it is set to "Don't show". If the value for this preference is set to "Show". but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws. Requires that AmazonEnabled is set to 'Use' 1.2. all other cover image services must be disabled. AmazonSimilarItems Default: Don't show Asks: ___ similar items.1. the cover images will appear in the Staff Client.com). Cover images are retrieved by Amazon.it will not show items that you do not already have cataloged at your library. If activating this feature. but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws. Before enabling this preference. Values: Don't show Show Description: This preference makes it possible to either allow or prevent Amazon reviews from being displayed in the Staff Client.This preference makes it possible to either allow or prevent Amazon cover images from being displayed in the Staff Client. OPACAmazonCoverImages Default: Don't show Asks: ___ cover images from Amazon on search results and item detail pages on the OPAC.8. Amazon offers this service free of charge.2. If the value is set to "Show".9.7. on item detail pages on the staff interface. if you're using Amazon cover images.

Amazon offers this service free of charge. Requires that OPACAmazonEnabled is set to 'Use' 1. Finally. Cover images are retrieved by Amazon.com).11. Before enabling this preference.1. Amazon offers this service free of charge.7.2. Requires that OPACAmazonEnabled is set to 'Use' 1. but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws.com). If activating this feature. and if it is set to "Don't show". If the value for this preference is set to "Show". and if it is set to "Don't show".12.7. the images will not appear. If the value is set to "Show".7. the Similar Items suggestions will appear in the OPAC. the cover images will appear in the OPAC. all other similar item services should be disabled to avoid interference. Values: Don't show Show Description: This preference makes it possible to either allow or prevent Amazon reviews from being displayed in the OPAC. Values: Don't show Show This will use Amazon data to determine if you have similar items in your collection .1. OPACAmazonSimilarItems Default: Don't show Asks: ___ similar items. the library must first set AWSAccessKeyID and AWSPrivateKey. the library must first set AWSAccessKeyID and AWSPrivateKey. Before setting this to "Show".1. on item detail pages on the OPAC. all other cover image services must be disabled. Description: This preference makes it possible to either allow or prevent Amazon's suggestions for Similar Items from being displayed in the OPAC. Requires that OPACAmazonEnabled is set to 'Use' 1. the library must first set AWSAccessKeyID and AWSPrivateKey. the reviews will appear in the OPAC. OPACAmazonReviews Default: Don't show Asks: ___ reviews from Amazon on item detail pages on the OPAC. Babeltheque Default: Don't Asks: ___ include information (such as reviews and citations) from Babelthèque in item detail pages on the OPAC.3. If they are not disabled. Finally.1.amazon. but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws. all other review services should be disabled to avoid interference.2. If the value is set to "Show".amazon. Babelthèque 1.1. the suggestions will not appear. if you're using Amazon cover images. Finally.3. as determined by Amazon. and if it is set to "Don't show". but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws.7.amazon.it will not show items that you do not already have cataloged at your library.com). page 34 .Description: This preference makes it possible to either allow or prevent Amazon cover images from being displayed in the OPAC. if AmazonReviews is enabled. the reviews will not appear. they will prevent AmazonCoverImages from functioning properly. Amazon offers this service free of charge. which pulls the content based on the first ISBN number in the item's MARC record. if AmazonSimilarItems is enabled.

7. More information about Babeltheque is available through its website.com. a French service similar to LibraryThing for Libraries.com.com. Baker & Taylor This is a pay service.babeltheque. BakerTaylorBookstoreURL Asks: Baker and Taylor "My Library Bookstore" links should be accessed at https:// ___ isbn Description: Some libraries generate additional funding for the library by selling books and other materials that are purchased from or have been previously leased from Baker & Taylor.com). Values: Do Don't 1. if no value is entered. and additional title information provided by Babeltheque. and https:// should be prepended. http://www. allowing patrons to access tags.4. Be sure to get this information from Baker & Taylor when subscribing. If enabling this preference.com/MLB/actions/searchHandler. Libraries that wish to allow access to this information must first register for the service at http://www. If Baker & Taylor content is enabled be sure to turn off other cover and review services to prevent interference. enter the library's Hostname and Parent Number in the appropriate location within the URL.1.Description: This preference makes it possible to display a Babeltheque tab in the OPAC. cover images.btol. This should be filled in with something like koha.do?nextPage=bookDetails&parentNum=10923&key= Leave it blank to disable these links.1. The default for this field is left blank. the library must first register and pay for the service with Baker & Taylor. Libraries that wish to display Baker & Taylor content must first register and pay for this service with Baker & Taylor (http://www.4. Additional information about this and other services provided by Baker & Taylor is available at the Baker & Taylor website.2.3. if such a bookstore has been established. To use this you will need to also set the BakerTaylorUsername & BakerTaylorPassword system preferences 1. 1. The “key" value (key=) should be appended to the URL. The BakerTaylorBookstoreURL preference establishes the URL in order to link to the library's Baker & Taylor-backed online bookstore.4.1. BakerTaylorEnabled Default: Don't add Asks: ___ Baker and Taylor links and cover images to the OPAC and staff client.btol. 1.7. reviews.7. descriptions.com. The information which Babeltheque supplies is drawn from the French language-based Babelio.mylibrarybookstore. These materials can be accessed via a link on the library's website. BakerTaylorUsername & BakerTaylorPassword Asks: Access Baker and Taylor using username ___ and password ___ Descriptions: page 35 .1.babeltheque.) in both the Staff Client and the OPAC. This requires that you have entered in a username and password (which can be seen in image links). This service is often referred to as “My Library Bookstore.4. you must contact Baker & Taylor to subscribe to this service before setting these options. Please note that this information is only provided in French.1. http://www. etc. the links to My Library Bookstore will remain inactive." In order to participate in this program. Values: Add Don't add Description: This preference makes it possible to display Baker & Taylor content (book reviews.7.

similar items.This setting in only applicable if the library has a paid subscription to the external Content Café service from Baker & Taylor. all other cover services should be turned off. You must first contact LibraryThing directly for pricing and subscription information.com Be sure to get this information from Baker & Taylor when subscribing.7.1.1. 1. for further configuration instructions please see the LibraryThing Wiki: http://www.btol.1.7. GoogleJackets Default: Don't add Asks: ___ cover images from Google Books to search results and item detail pages on the OPAC. Learn more at http://www. and summaries that is displayed along with Staff Client/OPAC search results.librarything. ThingISBN Default: Don't use Asks: ___ the ThingISBN service to show other editions of a title Values: Don't use Use Description: Set to 'Use' to display an “Editions" tab on the item's detail page. via the Google Books API. Values: Don't show Show page 36 . Editions are listed. LibraryThingForLibrariesEnabled Default: Don't show Asks: ___ reviews.com/forlibraries.7.6. The Content Café service is a feed of enhanced content such as cover art.7. 1.1. professional reviews.2. Also. 1.6.5. complete with cover art (if you have one of the cover services enabled) and bibliographic information.5. Google 1.1. Use the box provided to enter in the library's Content Café username and password.1.1.librarything. ensure that the BakerTaylorBookstoreURL and BakerTaylorEnabled settings are properly set.php/Koha 1. The feed comes from LibraryThing's ThingISBN web service. Requires FRBRizeEditions and/or OPACFRBRizeEditions set to 'show' This is separate from Library Thing for Libraries and does not have a cost associated with it.7.6. Also. This is a free service to non-commercial sites with fewer than 1. and tags from Library Thing for Libraries on item detail pages on the OPAC.com/wiki/index. Please note that to use this feature. Values: Add Don't add Description: This setting controls the display of applicable cover art from the free Google Books database. LibraryThing LibraryThing for Libraries is a pay service.000 requests per day. For more information on this service please see the Baker & Taylor website: http://www.

7. XISBN Default: Don't use Asks: ___ the OCLC xISBN service to show other editions of a title Description: Set to 'Use' to display an “Editions" tab on the item's detail page.1.1. OCLC 1. OCLCAffiliateID Asks: Use the OCLC affiliate ID ___ to access the xISBN service.7.7. The feed comes from OCLC's xISBN web service. Use the box provided to enter in the library's LibraryThing for Libraries ID as provided to the library by LibraryThing.7. The feed limit for non-commercial sites is 1000 requests per day. The ID number is a series of numbers in the form ###-#########. Values: Don't use Use Requires FRBRizeEditions and/or OPACFRBRizeEditions set to 'show' 1.6. page 37 . It also can offer advanced features like tagged browsing.3. patron written reviews. LibraryThingForLibrariesID Asks: Access Library Thing for Libraries using the customer ID ___ Description: This setting is only applicable if the library has a paid subscription to the external LibraryThing for Libraries service.7.2.7. complete with cover art and bibliographic information. and a virtual library display accessed from the details tab.Description: This setting is only applicable if the library has a paid subscription to the external LibraryThing for Libraries service. and a virtual library display accessed from the details tab.7. 1. It also can offer advanced features like tagged browsing.7. 1. Editions are listed. LibraryThingForLibrariesTabbedView Default: in line with bibliographic information Asks: Show Library Thing for Libraries content ___ Values: in line with bibliographic information in tabs Description: This setting is only applicable if the library has a paid subscription to the external LibraryThing for Libraries service.1. It also can offer advanced features like tagged browsing.1.4.1.6. This service can provide patrons with the display of expanded information on catalog items such as book recommendations and cover art. and can be found on the library's account page at LibraryThing for Libraries. This service can provide patrons with the display of expanded information on catalog items such as book recommendations. patron written reviews. 1. patron written reviews. and a virtual library display accessed from the details tab.1. This service can provide patrons with the display of expanded information on catalog items such as book recommendations and cover art. If this is set to 'show' you will need to enter a value in the 'LibraryThingForLibrariesID' system preference.

Description: Once the library signs up for Syndetics' services.1. If the code is lost. SyndeticsClientCode Asks: Use the client code ___ to access Syndetics. DVDs and CDs on their OPAC. Syndetics is a paid subscription service. Syndetics will provide the library with an access code.7.org/affiliate/webservices/xisbn/app.com/syndetics/. Unless you have signed up for an ID with OCLC.Description: This setting is only applicable if the library has an OCLC Affiliate ID. Since these cover images come in three page 38 . you are limited to 1000 requests per day. This value must be entered before SyndeticsEditions can be enabled.worldcat. allows libraries to display Syndetics' collection of full-color cover images for books. For each book or item that comes up during a user search.) This is the code that must be entered to access Syndetics' subscription services. For more information on this service please visit the OCLC website: http://www.jsp. SyndeticsEnabled Default: Don't use Asks: ___ content from Syndetics. a new one can be obtained from http://www.8. XISBNDailyLimit Default: 999 Asks: Only use the xISBN service ___ times a day.1. Requires that you enter your SyndeticsClientCode before this content will appear. SyndeticsCoverImages & SyndeticsCoverImageSize SyndeticsCoverImages Default: Don't show SyndeticsCoverImageSize Default: medium Asks: ___ cover images from Syndetics on search results and item detail pages on the OPAC in a ___ size.1.1.worldcat. Values: Don't use Use Description: When this option is enabled any of the Syndetics options can be used. or forgotten. Descriptions: When enabled. Syndetics Syndetics is a pay service.jsp 1. Unless you have signed up for an ID with OCLC. Available at: http://www.7. Please note that using this data is only necessary if FRBRizeEditions and/or OPACFRBRizeEditions and XISBN settings are enabled. 1. corrupted. you are limited to 1000 requests per day. 1. You will need to get your client code directly from Syndetics. videos.8.8.8. Simply enter the library's OCLC Affiliate ID in the box provided.2.bowker.worldcat. the cover image for that title will be displayed.3.org/affiliate/default. You must first contact Syndetics directly for pricing and subscription information.1.7.org/affiliate/webservices/xisbn/app. (Visit the Syndetics homepage at http://www. This allows WorldCat searching in the OPAC via the XISBN programming interface.com/syndetics/ for more information.7. 1.jsp 1. Available at: http://www. SyndeticsCoverImages.bowker.1.3.7.7.

the list of awards for that title will be displayed.8. SyndeticsAuthorNotes Default: Don't show Asks: ___ notes about the author of a title from Syndetics on item detail pages on the OPAC. Syndetics provides notes and short author biographies for more that 300. The SyndeticsClientCode must be entered and the SyndeticsEnabled option must be activated before this service can be used. Values: Don't show Show Description: When this option is set to "Show".7. Values: Don't show Show Description: When this option is set to "Show".4. SyndeticsAwards Default: Don't show Asks: ___ information from Syndetics about the awards a title has won on item detail pages on the OPAC.7. Author Notes include lists of contributors for many multi-author texts and compilations. If the user clicks on any title in the list. Syndetics cover images come in two sizes: mid-size (187 x 187 pixels). information about that award is presented along with a list of the other titles that have won that award.8. Syndetics is a paid subscription service. SyndeticsCoverImages Values: Don't show Show SyndeticsCoverImageSize Values: medium large 1.6. and large (400 x 400 pixels). With this service enabled the library can display those awards for each book on its website. they will see holdings information about that title in their region.com/syndetics/). When a user clicks on a given award. The SyndeticsClientCode must be entered and the SyndeticsEnabled option must be activated before this service can be used. 1.bowker.1. For each book or item that comes up during a user search. SyndeticsEditions Default: Don't show Asks: ___ information about other editions of a title from Syndetics on item detail pages on the OPAC page 39 . the optimum size must be selected using the SyndeticsCoverImageSize preference after SyndeticsCoverImages are enabled.000 authors. With this option enabled the library can display Syndetics Author Notes on the OPAC. 1. Syndetics provides its clients with a list of awards that any title has won. in both fiction and nonfiction.1. Other cover image preferences should also be disabled to avoid interference.5. According to the Syndetics Solutions website (http://www.8.7. The SyndeticsClientCode must be entered and the SyndeticsEnabled option must be activated before this service can be used.sizes. This option is a paid subscription service.1.

8. The SyndeticsClientCode must be entered and the SyndeticsEnabled option must be activated before this service can be used.bowker.7. partnered with the names of the journal or serial providing the review.9.com/syndetics/). high-speed Internet servers to the library OPACs. Automatic links provided by the ISBNs within local MARC records are required to integrate Syndetics secured. Syndetics is a paid subscription service. The excerpts are available from prominently reviewed new titles. 1. author's name. essays.1.7. Automatic links provided by the ISBNs within local MARC records are required to integrate Syndetics secured.Description: When enabled this option shows information on other editions of a title from Syndetics on the item detail pages of the OPAC. SyndeticsSeries Default: Don't show Asks: ___ information on other books in a title's series from Syndetics on item detail pages on the OPAC.7. The excerpts include poems. SyndeticsExcerpt Default: Don't show Asks: ___ excerpts from of a title from Syndetics on item detail pages on the OPAC. SyndeticsReviews Default: Don't show Asks: ___ reviews of a title from Syndetics on item detail pages on the OPAC. both fiction and non-fiction. For more information see (http://www.8.1. recipes. book cover icon and the critic's opinion of the book. 1. Values: Don't show Show Description: Syndetics Reviews is an accumulation of book reviews available from a variety of journals and serials.7. Values: Don't show Show Description: This preference allows Syndetics to display excerpts given to them from selected publishers. Clicking on an icon opens a window revealing the book title. Values: Don't show Show Requires OPACFRBRizeEditions set to 'show' 1.1.com/syndetics/).8. For more information see (http://www. forwards and prefaces.8.bowker. The reviews page displays colored images of reviewed books dust jackets. high-speed Internet servers to the library OPACs. Values: Don't show Show Description: page 40 .

com/syndetics/). Covering fiction and non-fiction. 1. 1. this summaries option provides annotations on both trade and scholarly titles.com/syndetics/). Automatic links provided by the ISBNs within local MARC records are required to integrate Syndetics secured.7.1. SyndeticsSummary Default: Don't show Asks: ___ a summary of a title from Syndetics on item detail pages on the OPAC. TagsEnabled Default: Allow Asks: ___ patrons and staff to put tags on items. Alternate series titles are also displayed. or independently written annotations from Book News. TagsEnabled is the main switch that permits the tagging features. allowing patrons guidance to their preferred section of the book. Values: Don't show Show Description: This preference allows staff and patrons to review the Table of Contents from a wide variety of publications from popular self-help books to conference proceedings.7.2. For more information see (http://www.1.1. TagsModeration page 41 . Tagging 1. TagsEnable must be set to 'Allow' to allow for other tagging features.6 million summaries and annotations derived from book jackets.10. high.9.7.1.speed Internet servers to the library OPACs.8.1. 1. Special arrangements with selected book services is used to obtain the table of contents for new publications each year.7. The record displays each title in reading order and also displays the publication order. high-speed Internet servers to the library OPACs.bowker. edited publisher copy. Values: Don't show Show Description: Providing more than 5. For more information see (http://www. Specific Information access is the main purpose for this option.bowker.11. Inc. For more information see (http://www. Tags allow patrons to classify materials on their own. a word added to identify an item. if different. Values: Allow Don't allow Description: Set to 'Allow' enable tagging.1. A tag is metadata.com/syndetics/). SyndeticsTOC Default: Don't show Asks: ___ the table of contents of a title from Syndetics on item detail pages on the OPAC.Each fiction title within a series is linked to the complete series record.8. 1.7.bowker.9.9. Automatic links provided by the ISBNs within local MARC records are required to integrate Syndetics secured.

TagsShowOnList Default: 6 Asks: Show ___ tags on search results on the OPAC. a staff member.1. When this preference is enabled the moderator.7.7. When moderation is required all tags go through the tag moderation tool before becoming visible.3. page 42 .7.1. 1.5.7.7. TagsInputOnDetail Default: Allow Asks: ___ patrons to input tags on item detail pages on the OPAC.7. Set the value to 0 (zero) to turn this feature off.' all tags to be first filtered by the tag moderator. 1.4.9. Get there: More > Tools > Tags 1.9.9. would approve the tag in the Staff Client. TagsExternalDictionary Asks: Allow tags in the dictionary of the ispell executable ___ on the server to be approved without moderation.6.1. Set the value to 0 (zero) to turn this feature off. TagsInputOnList Default: Allow Asks: ___ patrons to input tags on search results on the OPAC.1. TagsShowOnDetail Default: 10 Asks: Show ___ tags on item detail pages on the OPAC. The moderator will have the option to approve or reject each pending tag suggestion.1. Only approved tags will be visible to patrons. Values: Allow Don't allow 1.9.9.Default: Don't require Asks: ___ that tags submitted by patrons be reviewed by a staff member before being shown. Values: Allow Don't allow 1. Values: Don't require Require Description: When set to 'Require. When set to 'Don't require' tags will bypass the tag moderator and patrons' tags to be immediately visible.

1.gnu. opaclanguages Default: English Asks: Enable the following languages on the OPAC Values: English To install additional languages you need to run misc/translation/install-code.3. The blacklist includes tags that are not allowed. once they exist and are in the right place then they will show up as an option in this preference.iso. The whitelist includes all the tags that have been pre-allowed. dateformat Default: mm/dd/yyyy Asks: Format dates like ___ Values: dd/mm/yyyy mm/dd/yyyy yyyy/mm/dd Description: This preference controls how the date is displayed. For more information about Ispell http://www.2. Get there: More > Administration > Global System Preferences > I18N/L10N 1. For example. Enter the path on your server to a local ispell executable.org/iso/iso_catalogue. dd/mm/yyyy (24/04/2010) or ISO.html. used to set $Lingua::Ispell::path.8. page 43 . yyyy/mm/dd (2010/04/24). once they exist and are in the right place then they will show up as an option in this preference. 1. language Default: English Asks: Enable the following languages on the staff interface Values: English To install additional languages you need to run misc/translation/install-code.pl fr-FR to make the templates. This preference identifies the “whitelist" dictionary used.org/software/ispell/ispell.1.Description: The dictionary includes a “whitelist" and a “blacklist" of tags.pl fr-FR to make the templates. I18N/L10N These preferences control your Internationalization and Localization settings. to install French you would run the following command install-code. Since the dictionary allows for accurately spelled obscenities. 1. the metric method. mm/dd/yyyy (04/24/2010). More information regarding the ISO date format can be found at http://www. Ispell is an open source dictionary which can be used as the “whitelist". which is the International Standard of Organization. the libraries policy may dictate that modifications are made to the Ispell dictionary if this preference is use.1.htm.8. 1.pl.8. or if the library would be in a region that does not use the United States or metric method.pl. to install French you would run the following command install-code. The International Standard of Organization would primarily be used by libraries with locations in multiple nations that may use different date formats.1. For example.8.1. The options are the United States method. to have a single display type.

Values: Allow Don't allow 1. Values: Don't log Log page 44 . Values: Don't log Log 1. opaclanguagesdisplay Default: Don't allow Asks: ___ patrons to select their language on the OPAC.10. Logs Logs keep track of transaction on the system. You can decide which actions you want to log and which you don't using these preferences.10. edited.1. Values: Don't log Log Since this occurs whenever a book is cataloged. Local Use These preferences are defined locally.2. 1.1. Get there: More > Administration > Global System Preferences > Local Use Sometimes preferences which are either new or outdated will appear in this tab. or checked in or out it can be very resource intensive .1.slowing down your system.1. 1.1.1.8. BorrowersLog Default: Log Asks: ___ changes to patron records.4. Get there: More > Administration > Global System Preferences > Logs 1.9. CataloguingLog Default: Don't log Asks: ___ any changes to bibliographic or item records.10.1.3.1. FinesLog Default: Log Asks: ___ when overdue fines are charged or automatically forgiven.10. if you didn't add any preferences to this tab then it's best to ignore preferences listed here.

4.10. page 45 .10. deleted or changed. AuthorisedValueImages Default: Don't show Asks: ___ images for authorized values (such as lost statuses and locations) in search results and item detail pages on the OPAC.11.1.1.1.6.11. 1. Appearance These preferences control how things appear in the OPAC.1.1.1.1.10. Values: Don't log Log 1. Values: Don't log Log 1. Values: Don't log Log This log tracks all notices that go to patrons including the overdue notices.7. Values: Don't log Log 1.1. IssueLog Default: Log Asks: ___ when items are checked out.1. SubscriptionLog Default: Log Asks: ___ when serials are added.1.10. 1.11. LetterLog Default: Log Asks: ___ when an automatic claim notice is sent. ReturnLog Default: Log Asks: ___ when items are returned. OPAC Get there: More > Administration > Global System Preferences > OPAC 1.1.5.

3.1. BiblioDefaultView Default: in simple form Asks: By default.1. in their MARC format.1.5. See ISBD preference for more information in simple form.11.4.1. The simple form displays the graphical interface.1. hidelostitems Default: Don't show Asks: ___ lost items on search and detail pages." the lost item is shown on the OPAC for patrons to view with a status of 'lost.' Values: Don't show Show 1. DisplayOPACiconsXSLT Default: Don't show Asks: On pages displayed with XSLT stylesheets on the OPAC.1.11. LibraryName Asks: Show ___ as the name of the library on the OPAC. By setting the value to “Don't show. MARC format displays the MARC21 cataloging view. Values: Don't show Show See the XSLT Icon Guide for more information on these icons. page 46 . Description: This preference determines the level of bibliographic detail that the patron will see on the OPAC detail page. 1. AACR2) view.1. show bib records ___ Values: as specified in the ISBD template. Description: Items that are marked lost by the library can either be shown or not shown on the OPAC. ___ icons for itemtype and authorized values." the lost item is not shown on the OPAC. By setting the value “Show.Values: Don't show Show Get there: More > Administration > Authorized Values 1.2.1. ISBD displays the ISBD (International Standard Bibliographic Description.11.11. 1.

11. you can specify it by entering opac-mystyles.11. This method is preferable because linked stylesheets are cached by the user's browser.css Asks: Include the additional CSS stylesheet /css/ ___ on all pages in the OPAC Description: The preference looks for stylesheets in the template directory for your OPAC language. 1. and search plugins to work. Values: Don't show Show opacuserlogin needs to be set to 'allow' page 47 .8. If you upload a custom file. opaccolorstylesheet Default: colors. hyperlinks or other information represented in an HTML format.9.7. opac-mystyles.1.css in your opaccolorstylesheet system preference.1.1.1.1. This must be filled in to show 'OPAC View' links from bib records in the staff client: 1. 1.10. This adds your custom stylesheet as a linked stylesheet alongside the OPAC's default CSS files. This is static information and any updates must be entered manually. OpacAddMastheadLibraryPulldown Default: Don't add Asks: ___ a library select pulldown menu on the OPAC masthead.css to this directory. Learn more in the OPAC Editable Regions section. OPACBaseURL Asks: The OPAC is located at http:// ___ This must be filled in correctly for RSS. not replace the existing default CSS. unAPI.11.1.1.6. meaning upon repeat visits to your site the user's browser will not have to re-download the stylesheet.11. opaccredits Asks: Include the following HTML in the footer of all pages in the OPAC: Click the 'Click to edit.1. instead using the copy in the browser's cache. last date updated. Credits traditionally encompass copyright information. OPACDisplayRequestPriority Default: Don't Asks: ___ patrons the priority level of their holds in the OPAC.11.1.This value will appear in the title bar of the browser Edit 'opacheader' if you'd like to add a library name above your search box on the OPAC 1. Leave this field blank to disable it This file will add a linked CSS. for instance: /koha-tmpl/opac-tmpl/prog/en/css. Values: Add Don't Add 1.1. link to enter HTML to appear at the bottom of every page in the OPAC Description: This setting is for credits that will appear at the bottom of your OPAC pages.

The text of this message is not editable at this time.css file used to define the OPAC layout.11.12. this shows the same warning as when the database needs to be upgraded. Leave this field blank to disable it and let Koha use the default file instead 1.11. OpacMaintenance Default: Don't show Asks: ___ a warning that the OPAC is under maintenance. Values: Don't show Show When this preference is set to show the maintenance message the ability to search the OPAC is disabled and a message appears 1.11.1. instead of the OPAC itself..css Asks: Use the CSS stylesheet /css/ ___ on all pages in the OPAC.css file is a cascading stylesheet which is used in conjunction with HTML to set how the HTML page is formatted and will look on the OPAC.css.1.1. <hr> Asks: Show the following HTML in its own column on the main page of the OPAC HTML entered in this field will appear in the center of the main page of your OPAC page 48 .1. The stylesheets listed in the opaclayoutstylesheet preference are held on the Koha server.13.15.1. 1.11. Values: Don't highlight Highlight 1. When this preference is switched to “Show" the OPAC is not usable. There are two stylesheets that come with the system. A *. opacheader Asks: Include the following HTML in the header of all pages in the OPAC This value will appear above the main content of your page Edit 'LibraryName' if you'd like to edit the contents of the <title> tag Learn more in the OPAC Editable Regions section.css and opac2.1.14. but unconditionally.1. instead of the default Description: This setting's function is to point to the *.11.11.1.1. opaclayoutstylesheet Default: opac. opac.. A style sheet designated in the opacstylesheet preference will override the stylesheet listed here. OpacMainUserBlock Default: Welcome to Koha. A custom stylesheet may also be used. OpacHighlightedWords Default: Don't highlight Asks: ___ words the patron searched for in their search results.1. Description: This preference allows the system administrator to turn off the OPAC during maintenance and display a message to users.1.

page 49 . OpacNav Default: Important links here. OPACNoResultsFound No Default Asks: Display this HTML when no results are found for a search in the OPAC This HTML will display below the existing notice that no results were found for your search.20.1.11. 1.1.1. {TITLE}. {ISBN} and {AUTHOR} will be replaced with information from the displayed record.1. 1. In small corporate libraries (where the OPAC is behind a firewall and not publicly available) this can be helpful so coworkers can just contact the patron with the book themselves.11.google. 1. If set to 'Don't enable' only members who are logged into the OPAC can search. Values: Don't enable Enable Description: This preference determines if your OPAC is accessible and searchable by anyone or only by members of the library. Most libraries will leave this setting at its default of 'Enable' to allow their OPAC to be searched by anyone and only require login for access to personlized content.1. In larger public and academic libraries setting this to 'Show' would pose serious privacy issues. 1. 1.org/search?q={TITLE}" target="_blank">Other Libraries (WorldCat)</a></li> <li><a href="http://www.19.17. with the following HTML (leave blank to disable) The placeholders {CONTROLNUMBER}.1. Private OPAC requires authentification before accessing the OPAC. OPACSearchForTitleIn Default: <li><a href="http://worldcat.Learn more in the OPAC Editable Regions section.com)</a></li> Asks: Include a "More Searches" box on the detail pages of items on the OPAC.16.1. OPACShowCheckoutName Default: Don't show Asks: ___ the name of the patron that has an item checked out on item detail pages on the OPAC.11. Asks: Show the following HTML on the left hand column of all pages on the OPAC (generally navigation links) Learn more in the OPAC Editable Regions section. OpacPublic Default: Enable Asks: ___ Koha OPAC as public.com/search/?author={AUTHOR}&title={TITLE}&st=xl&ac=qr" target="_blank">Online Stores (Bookfinder.11.scholar.bookfinder.11.1.1.1.com/scholar?q={TITLE}" target="_blank">Other Databases (Google Scholar)</a></li> <li><a href="http://www.18. Values: Don't show Show Description: This preference allows all patrons to see who has the item checked out if it is checked out.

Content in the custom/alternate stylesheet will overwrite any data in the default stylesheet defined in the opaclayoutstylesheet setting.11.25. it won't display correctly. opaclayoutstylesheet and opacstylesheet this preference will embed the CSS directly on your OPAC pages.1. starting with http:// 1.11.1.1. Description: The opacsmallimage system pref is a little tricky to deal with because you really have to tweak some CSS at the same time. opacsmallimage Asks: Use the image at ___ in the OPAC header. The default stylesheet will likely be found at http://your_koha_address/opac-tmpl/prog/en/css/opac. Values: do don't Description: This preference determines if URLs in the OPAC will open in a new window or not.tmpl/prog/en/css/opac. To change the stylesheet.1. page 50 . starting with http:// 1.1.1. The default stylesheet will likely be found at http://your_koha_address/opac.23. opacstylesheet Asks: Use the remote CSS stylesheet ___ on all pages in the OPAC.24. a patron does not need to worry about navigating away from their search results. The default CSS defines a region just large enough to display the Koha logo. instead of the default.11. ___ open the website in a new window.11. Description: This preference allows the administrator to completely replace the default stylesheet with their own alternate stylesheet. OPACURLOpenInNewWindow Default: don't Asks: When patrons click on a link to another website from your OPAC (like Amazon or OCLC). opacthemes Default: prog Asks: Use the ___ theme on the OPAC. Values: prog 1.css Leave this field blank to disable it and let Koha use the default file instead This should be a complete URL.1. instead of the Koha logo. Styles may be entered for any of the selectors found in the default style sheet.1. This allows the administrator to completely customize the look of the OPAC. This should be a complete URL. When clicking on a link in the OPAC.1. you will need to customize the CSS. If this image is a different size than the Koha logo.11. enter a complete URL.1.1. Unlike opaccolorstylesheet.21.22. OPACUserCSS Asks: Include the following CSS on all pages in the OPAC Description: OPACUserCSS allows the administrator to enter styles that will overwrite the OPAC's default CSS as defined in ‘opaclayoutstylesheet'or ‘opacstylesheet'. 1. including the http:// to the custom stylesheet. and if your logo doesn't match the Koha logo's dimensions (120 pixels wide by 38 pixels high).css.

org/wiki/JQuery_Library. Sample JQuery scripts used by Koha libraries can be found on the wiki: http://wiki. customizing the text for the login prompts.11. for example. Administrators may use this preference to customize some of the interactive sections of Koha. OpacAuthorities Default: Allow Asks: ___ patrons to search your authority records. opacuserjs Asks: Include the following JavaScript on all pages in the OPAC Description: This preference allows the administrator to enter JavaScript or JQuery that will be embedded across all pages of the OPAC. Values: Allow A link labeled 'Browse by Subject' will appear at the top of your OPAC under the search box Don't allow 1.1.2.1.11. OPACXSLTResultsDisplay Default: normally Asks: Show biblio records on OPAC result page ___ Values: normally using XSLT stylesheets XSLT stylesheets enable more detail to be displayed on the search results pages in the OPAC 1. Description: This preference displays the link on the OPAC for the authority search (titled 'Browse by Subject').26.27.1.1. While labeled 'Browse' it is important to note that this is in fact an authority search.koha-community.1. OPACXSLTDetailsDisplay Default: normally Asks: Show item details pages on the OPAC ___ Values: normally using XSLT stylesheets XSLT stylesheets enable more detail to be displayed on the detail pages in the OPAC 1.11.2.1. opacbookbag page 51 .1.2.1. not an authority browse.2.11.28.11. Features 1.1. 1.1.11. By setting the preference to “Allow" patrons can use this search link of the OPAC.1.

1. This list is temporary and will be emptied. OpacPasswordChange Default: Allow Asks: ___ patrons to change their own password on the OPAC. Values: Allow opacuserlogin needs to be set to 'allow' Don't allow 1.2.11. OpacBrowser This preference only applies to French systems at this time. Default: Don't allow Asks: ___ patrons to browse subject authorities on OPAC Values: Allow Don't allow run the Authorities Browser Cron Job to create the browser list 1. By using the Book Bag. the user can print out or email a list of items found.1.3.11. OPACPatronDetails Default: Allow page 52 . The user does not need to be logged in. or cleared. 1. at the end of the session. OPACFinesTab Default: Allow Asks: ___ patrons to access the Fines tab on the My Account page on the OPAC.11.2.Default: Allow Asks: ___ patrons to store items in a temporary "Cart" on the OPAC.2. 1. Values: Allow Don't allow Description: This preference allows the user to temporarily save a list of items found on the catalog.1.4.6. or Cart. Values: Allow opacuserlogin needs to be set to 'allow' Don't allow Enabling this will break LDAP authentication.5.11.2.1.

Asks: ___ patrons to notify the library of changes to their contact information from the OPAC. Values: Allow A link to 'Most Popular' will appear at the top of your OPAC Don't allow Description: This preference allows the administrator to choose to show the “Most Popular" link at the top of the OPAC under the search box. Values: Allow opacuserlogin needs to be set to 'allow' Don't allow 1.9. This allows users to see what titles are popular in their community. RequestOnOpac Default: Allow Asks: ___ patrons to place holds on items from the OPAC.11. 1. OpacTopissue Default: Don't allow Asks: ___ patrons to access a list of the most checked out items on the OPAC.11.1. Values: Allow Don't allow The OPAC will still be searchable if patrons can't log in.1.8. Values: Allow opacuserlogin needs to be set to 'allow' Don't allow 1.2. otherwise the data that it shows will not be an accurate portrayal of what's popular in your library. The “Most Popular" page shows the top circulated items in the library.7. as determined by the number of times a title has been circulated.2.2. this just disables the patron account access via the OPAC 1.1.2.1.10.11. reviewson page 53 . opacuserlogin Default: Allow Asks: ___ patrons to log in to their accounts on the OPAC. It is recommended that you leave this preference set to 'Don't allow' until you have been live on Koha for a couple of months.11.

Default: Allow Asks: ___ patrons to make comments on items on the OPAC. OPACFineNoRenewals Default: 99999 Asks: Only allow patrons to renew their own books on the OPAC if they have less than ___ USD in fines Leave this field blank to disable To allow renewals in the OPAC.1.11. 1.3.1.3. The staff member who reviews and approves comments may find the pending comments on the Comments tool.11. If this preference is set to “'Allow" reviews are first sent to the staff client for staff approval before the review is displayed in the OPAC. The staff member can then choose to approve or delete the comments. OPACItemHolds Default: Allow Asks: ___ patrons to place holds on specific items in the OPAC. Values: Allow opacuserlogin needs to be set to 'allow' unless AnonSuggestions is set to 'allow' Don't allow 1. Policy 1.3.11.1. Values: Allow Patrons can place holds on specific items as well as the next available item.1. Values: Allow Patrons comments/reviews all require moderation before they appear in the OPAC opacuserlogin needs to be set to 'allow' Don't allow Description: This button allows the patrons to submit comments on books they have read via the OPAC.11. suggestion Default: Allow Asks: ___ patrons to make purchase suggestions on the OPAC. opacuserlogin needs to be set to 'allow' Don't allow If this is disabled. opacuserlogin needs to be set to 'allow' 1.11. users can only put a hold on the next available item. page 54 .2.1.2.

1.1.11.3.3. OpacRenewalAllowed Default: Don't allow Asks: ___ patrons to renew their own books on the OPAC. Values: Allow opacuserlogin needs to be set to 'allow'

Don't allow Staff will still be able to renew items for patrons via the staff client

Descriptions: This preference allows the administration to choose if patrons can renew their checked out materials via their checked out history in the OPAC. It allows patrons to renew their materials without having to contact the library or having to return to the library.

1.1.11.3.4. OPACViewOthersSuggestions Default: Don't show Asks: ___ purchase suggestions from other patrons on the OPAC. Values: Don't show Show opacuserlogin needs to be set to 'allow'

1.1.11.3.5. SearchMyLibraryFirst Default: Don't limit Asks: ___ patrons' searches to the library they are registered at. Values: Don't limit Searching the OPAC will show results from all libraries If you're a one branch system, choose 'Don't limit'

Limit Patrons will still be able to search other libraries via the Advanced search page - but will be limited to searches for their library only from the basic search box opacuserlogin needs to be set to 'allow'

1.1.11.3.6. singleBranchMode Default: Don't allow Asks: ___ patrons to select their branch on the OPAC. Values:

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Allow opacuserlogin needs to be set to 'allow'

Don't allow

Description: This preference is for libraries that have branches but do not want to share their items among other branches within their system. If the preference is set to “Don't allow" then holdings will be shown for all branches within a system. On the “Home" screen of the OPAC users have the choice of narrowing down results by item location. Setting this preference to “Allow" will display only one branch's holdings.

1.1.11.4. Privacy

1.1.11.4.1. AnonSuggestions Default: Don't allow Asks: ___ patrons that aren't logged in to make purchase suggestions. If set to 'Allow', suggestions are connected to the AnonymousPatron Values: Allow Don't allow

1.1.11.4.2. AnonymousPatron Default: 0 Asks: Use borrowernumber ___ as the Anonymous Patron (for anonymous suggestions and reading history) Before setting this preference create a patron to be used for all anonymous suggestions and/or reading history items. This patron can be any type and should be named something to make it clear to you that they're anonymous (ex. Anonymous Patron).

1.1.11.4.3. EnableOpacSearchHistory Default: Keep Asks: ___ patron search history in the OPAC. Values: Don't keep Keep

1.1.11.4.4. OPACPrivacy Default: Don't allow Asks: ___ patrons to choose their own privacy settings for their reading history. This requires opacreadinghistory set to 'Allow' and AnonymousPatron to be set to your anonymous patron's borrowernumber. Values: Allow Don't allow

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1.1.11.4.5. opacreadinghistory Default: Allow Asks: ___ patrons to see what books they have checked out in the past. Enabling this will make it so that patrons can view their circulation history in the OPAC unless you have OPACPrivacy set to 'Allow.' This data is stored in the system regardless of your choice, unless your patrons have chosen to never have their reading history kept.

1.1.11.5. Shelf Browser

1.1.11.5.1. OPACShelfBrowser Default: Show Asks: ___ a shelf browser on item details pages, allowing patrons to see what's near that item on the shelf. Values: Don't show Show

Description: This preference allows patrons to view what is located on the shelf near the item they looked up. The shelf browser option appears on the details page to the right of each items' call number. Clicking the 'Browse Shelf' link allows for a virtual shelf browsing experience via the OPAC and lets patrons see other books that may relate to their search and items that sit on the shelf near the item they are looking at. This uses up a fairly large amount of resources on your server, and should be avoided if your collection has a large number of items.

1.1.11.5.2. ShelfBrowserUsesCcode Default: Don't use Asks: ___ the item collection code when finding items for the shelf browser. Values: Don't use Use

Description: If your library uses collection codes then you might want the shelf browser to take into consideration what collection the books belong to when populating the virtual shelf browser.

1.1.11.5.3. ShelfBrowserUsesHomeBranch Default: Use Asks: ___ the item home branch when finding items for the shelf browser. Values: Don't use Use

Description: If you have a multiple branch system you may want to make sure that Koha takes into consideration what branch owns the books when populating the virtual shelf browser for accuracy.

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1.1.11.5.4. ShelfBrowserUsesLocation Default: Use Asks: ___ the item location when finding items for the shelf browser. Values: Don't use Use

Description: If your library uses shelving locations then you might want the shelf browser to take into consideration what shelving location the books belong to when populating the virtual shelf browser.

1.1.12. Patrons
Get there: More > Administration > Global System Preferences > Patrons

1.1.12.1. AddPatronLists Default: specific categories Asks: List ___ under the new patron menu. Values: general patron types specific categories

1.1.12.2. AutoEmailOpacUser & AutoEmailPrimaryAddress AutoEmailOpacUser Default: Don't send AutoEmailPrimaryAddress Default: alternate Asks: ___ an email to newly created patrons with their account details at their ___ email address. Descriptions: AutoEmailOpacUser allows library users to be notified by email of their account details when a new account is opened. The email will be sent to the address specified in AutoEmailPrimaryAddress. If you choose 'first valid' as the value for AutoEmailPrimaryAddress the system will check the email fields in this order: home, work, then alternate. The email contains the username and password given to or chosen by the patron when signing up for their account and can be customized by editing the ACCTDETAILS notice.

AutoEmailOpacUser Values: Don't send Send

AutoEmailPrimaryAddress Values: alternate first valid home work

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BorrowersTitles Default: Mr|Mrs|Miss|Ms Asks: Borrowers can have the following titles ___ Description: This preference allows the staff to choose the titles that can be assigned to patrons. borrowerRelationship Default: father|mother Asks: Guarantors can be the following of those they guarantee ___ Description: This preference enables the system administrator to define valid relationships between a guarantor (usually a parent) & a guarantee (usually a child).1. Defining values for this field does not make the guarantor field required when adding a guarantee type patron.1.12. ask your system administrator or view the database structure associated with the borrowers table.12.1. 1.12. This ensures that basic information is included in each patron record. BorrowerMandatoryField Default: surname|cardnumber|barcode Asks: The following database columns must be filled in on the patron entry screen ___ Description: This preference enables the system administrator to choose which fields your library would like required for patron accounts. 1.3. If a patron leaves one of the required fields blank an error message will issue and the account will not be created. Input multiple choices separated by | 1. Input multiple choices separated by | 1. This preference creates a drop down list identifying the relationship of the guarantor to the guarantee.4.12. The choices present as a drop down list when creating a patron record. Separate columns with | For help with field names.1. checkdigit Default: Don't page 59 . If set to 'Do' the system will calculate a new patron barcode by adding 1 to the maximum barcode already present in the database. This prevents the person setting up the library card account from having to assign a number to the new card. Enter field names separated by | (bar).1.6. then this field will default to 26345000012942 for the next patron Don't Description: This preference determines if the patron's barcode is automatically calculated.5.1. autoMemberNum Default: Do Asks: ___ default the card number field on the patron addition screen to the next available card number Values: Do If the largest currently used card number is 26345000012941.12.7.

Values: Don't enable Enable Define attributes in Koha administration Get there: More > Administration > Patron Attribute Types Description: Patron attributes are library-defined custom fields that can be applied to patron records. MaxFine Default: 9999 page 60 .12. editing and display of custom attributes on patrons.1.12.1.9.1.11. 1. Values: Allow Don't allow This data is stored in the system regardless of your choice.1.8. 1. Values: Allow Don't allow This only applies to certain kinds of notices. not the patron's choice.10. 1. 1.12. Use custom attributes for fields that the default patron record does not support such as driver's license number or student ID number.12. intranetreadinghistory Default: Allow Asks: ___ staff to access a patron's checkout history If you have the OPACPrivacy preference set to 'Allow' and the patron has decided to not have their history kept staff will only see currently checked out items. EnhancedMessagingPreferences Default: Allow Asks: ___ patrons to choose which notices they receive and when they receive them. ExtendedPatronAttributes Default: Enable Asks: ___ searching. overdue notices will be sent based on the library's rules. Values: Do Don't This overrides autoMemberNum if on.Asks: ___ check and construct borrower card numbers in the Katipo style.

17.12.12. memberofinstitution Default: Don't Asks: ___ allow patrons to be linked to institutions Values: Do Don't In order to allow this. 1.12. This notice will appear on the patron's record in the staff client.1. Values: Allow Don't allow 1. SMSSendDriver Asks: Use the SMS::Send:: ___ driver to send SMS messages.16. NotifyBorrowerDeparture Default: 30 Asks: Show a notice that a patron is about to expire ___ days beforehand.1. patronimages Default: Allow Asks: ___ images to be uploaded and shown for patrons on the staff client. minPasswordLength Default: 3 Asks: Login passwords for staff and patrons must be at least ___ characters long.1.1.Asks: The late fine for a specific checkout will only go up to ___ USD.12. 1. 1.13. Some examples of values are: SMS::Send::Us::Ipipi SMS::Send::US::TMobile page 61 . a warning will appear in the check out window of the Staff Client telling the librarian that the patrons account is about to expire.1.14.12.15. PatronsPerPage Default: 20 Asks: By default.12. show ___ results per page in the staff client. This applies to both the staff login and the patron OPAC login.12. the library must have Institution patrons to link members to 1.1. 1. Description: When the patron attempts to check out materials.

cpan.org/search?query=sms%3A%3Asend&mode=all You must allow EnhancedMessagingPreferences for this to work.12. for example.1.1.13.1.1. QueryAutoTruncate Default: automatically Asks: Perform wildcard searching (where.13.1. NoZebraIndexes Default: See the Systems Preferences Appendix 1.1. Har would match Harry and harp) ___ (The * character would be used like so: Har* or *logging.1.18. uppercasesurnames Default: Don't Asks: ___ store and display surnames (last names) in upper case.SMS::Send::US::Verizon Additional values can be found here: http://search.13. Searching Get there: More > Administration > Global System Preferences > Searching 1. 1. Values: Don't use Use This requires that PazPar2 is set up and running.13.1.3.1. NoZebra Default: Use Asks: ___ the Zebra search engine.4. Features 1.) Values: automatically page 62 .1.13. Values: Do Don't 1.1. OpacGroupResults Default: Don't use Asks: ___ PazPar2 to group similar results on the OPAC.13. Values: Don't use Use 1.1. 1.1.2. Searches are very slow on even modest sized collections when Zebra is off.

If you don't want this to happen automatically you can still be perform wildecard searches manually by adding an asterisk (*). etc. invention.5. QueryStemming Default: Try Asks: ___ to match words of the same base in a search Values: Don't try Try A search for enabling would also match enable and enabled Description: page 63 . QueryFuzzy Default: Try Asks: ___ to match similarly spelled words in a search (for example.13. a search for the word “invent" with auto truncation enabled will also retrieve results for inventor.6.1. in which the search engine returns results that are similar to.13.1. This preference enables the search function to compensate for slightly misspelled names or phrases.1.only if * is added Description: This setting allows for searches to be automatically truncated or for additional characters to be added to the end of a search string. but not exactly matching. Auto truncation bypasses the necessity to type long search strings in their entirety. Typing “invent*" even with auto truncation disabled will retrieve the same inventor. inventory. For example. the word or words entered by the user.1. When set to "automatically" the search string automatically ends with a wildcard function. Requires that NoZebra is set to 'Use' 1.13. QueryRemoveStopwords Default: Don't remove Asks: ___ stop words specified in Koha from searches.7. on its own.1. inventory results. Values: Don't remove If NoZebra is set to 'Use' leave this preference set to 'Don't remove' Remove Requires that you have updated your Koha Stop Words list Requires that NoZebra is set to 'Don't use' Zebra. handles a few of the most common stop words 1.1. a search for flang would also match flange and fang) Values: Don't try Try Description: This preference enables “fuzzy" searching. 1. invention.

2.2. defaultSortField & defaultSortOrder defaultSortField Default: author defaultSortOrder Default: ascending Asks: By default. as well as related terms (i. maxItemsInSearchResults Default: 20 Asks: Show up to ___ items per biblio in the search results page 64 ..8. Regardless of your choice. both fish and fishing would be returned). Requires that NoZebra is set to 'Use' 1.2. Stemming allows the search function to return multiple versions of the same word. ____ Description: These preferences set the default sort field and sort order for searches on the staff side.1.2.1. the other sort options are still available in the drop down list on the advanced search page.13.1.1. QueryWeightFields Default: Enable Asks: ___ ranking of search results by relevance Values: Disable Enable Requires that NoZebra is set to 'Use' 1.1.13. Results Display 1.13.e.13.This preference enables word stemming. defaultSortField Values: author call number date added date of publication relevance title total number of checkouts defaultSortOrder Values: ascending descending from A to Z from Z to A 1.1. sort search results in the staff client by ___.

the page 65 . 1. While the 'Show' option allows for more information to be displayed on the search results page. OPACdefaultSortField Values: author call number date added date of publication relevance title total number of checkouts OPACdefaultSortOrder Values: ascending descending from A to Z from Z to A 1. Values: Don't show Show Description: This setting selects the information about an item that will display in the search results page of the OPAC. location and call number in OPAC search results. the other sort options are still available in the drop down list on the advanced search page. OPACdefaultSortField & OPACdefaultSortOrder OPACdefaultSortField Default: relevance OPACdefaultSortOrder Default: ascending Asks: By default. location. numSearchResults Default: 20 Asks: By default.1. sort search results in the OPAC by ___. Regardless of your choice.1. 1.2.5.2.1.13. ___ Description: These preferences set the default sort field and sort order for searches on the OPAC.Description: This preference will let you set how many results display by default when a search is run on the Staff Client.4. show ___ results per page in the staff client. and call number. OPACItemsResultsDisplay Default: Don't show Asks: ___ an item's branch.13.2.3. The results can display the status of an item and/or full details including branch.13.

1. Serials Get there: More > Administration > Global System Preferences > Serials 1. Description: This preference allows the administrator to select the number of recent issues for each serial which appear in the OPAC when the serial is accessed. Values: don't show show 1.14. AdvancedSearchTypes Default: itemtype Asks: Show checkboxes to search by ___ on the OPAC and staff advanced search pages. 1.3.1.information can be overwhelming for large collections with multiple branches. Values: collection code itemtype 1.3.2.13.1.1.13. Values: Add Don't add Description: page 66 .1.1. This is just the default value. ___ "More options" on the OPAC and staff advanced search pages.2.14. show ___ results per page in the OPAC.14. patrons can always click to see a full list of serials.6. 1. OPACSerialIssueDisplayCount Default: 3 Asks: Show the ___ previous issues of a serial on the OPAC.1. RenewSerialAddsSuggestion Default: Don't add Asks: ___ a suggestion for a biblio when its attached serial is renewed. OPACnumSearchResults Default: 20 Asks: By default.1.13.1.3.2. expandedSearchOption Default: don't show Asks: By default. Search Form 1.13.1.

Values: Place Don't place 1. Learn more in the routing list section of this manual. The list of people can be established for each serial to be passed using the Serials module. Values: Add Don't add 1.1. show ___ of the serial issues.1. This is just the default value.6. The ‘summary' option displays a one-line summary of the volume and issue numbers of all issues of that serial held by the library. page 67 .If set to "Add". staff members can always click to see a full list of serials. When set to “Add". Values: a full list a summary Description: This preference determines what information appears in the OPAC when the user clicks the More Details option.1. Description: This preference determines if serials routing lists are enabled or disabled for the library. 1. The ‘full list' option displays a more detailed breakdown of issues per year.14.14.1.5. StaffSerialIssueDisplayCount Default: 3 Asks: Show the ___ previous issues of a serial on the staff client. including information such as the issue date and the status of each issue.4. SubscriptionHistory Default: a full list Asks: When showing the subscription information for a biblio. serials routing is enabled and a serial can be directed through a list of people by identifying who should receive it next.' 1. If you don't use the Acquisitions module to manage serials purchases it's best to leave this set as 'Don't add. RoutingListAddReserves Default: Place Asks: ___ received serials on hold if they are on a routing list. This preference can be used to ensure each person who needs to see a serial when it arrives at the library will get it. Description: This preference allows the administrator to select the number of recent issues for each serial which appear in the Staff Client when the serial is accessed. this preference will automatically add a serial to the Acquisitions Purchase Suggestions menu when clicking the 'renew' option.14.14. RoutingSerials Default: Don't add Asks: ___ received serials to the routing list.3.

org/wiki/JQuery_Library. staffClientBaseURL Asks: The staff client is located at http:// ___ page 68 .15.1. IntranetmainUserblock Asks: Show the following HTML in its own column on the main page of the staff client 1. This preference allows a library to customize the appearance of the Staff Client. for example. 1.1.1. Administrators may use this preference to customize some of the interactive sections of Koha.5.1.7.koha-community. IntranetNav Asks: Show the following HTML in the More menu at the top of each page on the staff client (should be a list of links or blank) 1.1.1.6. starting with http:// 1. To change the stylesheet from the original. instead of the default.1. customizing the text for the login prompts.15. IntranetUserCSS Asks: Include the following CSS on all pages in the staff client 1. Appearance 1.include the entire url starting with http://.1.1. Sample JQuery scripts used by Koha libraries can be found on the wiki: http://wiki.1.15.1. (Leave blank to disable) 1. place in this preference the file path to the style sheet .1. instead of includes/.15.15.1. intranet_includes Default: includes Asks: Use include files from the ___ directory in the template directory. intranetstylesheet Asks: Include the stylesheet at ___ on all pages in the staff interface.1.3.15.15.1. 1.4. The value is a .15.2.1. intranetcolorstylesheet Asks: Include the stylesheet /intranet-tmpl/prog/en/css/ ___ on all pages in the staff interface.css file. Description: This preference is used to set the background color and style of the Staff Client. Description: The Intranetstylesheet preference is a layout and design feature for the intranet or staff client. intranetuserjs Asks: Include the following JavaScript on all pages in the staff interface Description: This preference allows the administrator to enter JavaScript or JQuery that will be embedded across all pages of the Staff Client.15.1.15.1.1.1.1. This should be a complete URL. The system administrator should determine which file is appropriate. Staff Client Get there: More > Administration > Global System Preferences > Staff Client 1. Leave this field blank to disable.8.

1. 1. but if the Internet goes down there will be issues included with Koha With this option calls are made faster.1.15.9.1. Options 1. Values: prog 1.10.12.yahoo. XSLTDetailsDisplay Default: normally Asks: Show item details pages in the staff client ___ Values: normally using XSLT stylesheets XSLT stylesheets enable more detail to be displayed on the bibliographic records in the Staff Client 1. XSLTResultsDisplay Default: using XSLT stylesheets Asks: Show biblio records on result page in the staff client ___ Values: normally using XSLT stylesheets XSLT stylesheets enable more detail to be displayed on the search results in the Staff Client This preference isn't currently functional.15. HidePatronName page 69 . and they will still work if the Internet goes down Description: The yuipath preference allows for the user to define a local path or web URL to the Yahoo User Interface Library (http://developer.1.11.1.1.15. template Default: prog Asks: Use the ___ theme on the staff interface.2.15.1.1.1.15.1.1. yuipath Default: included with Koha Asks: Use the Yahoo UI libraries ___ Values: from Yahoo's servers With this option there is less demand on your servers. This library is a resource of developer tools including JavaScript and style sheets.1. 1.2.com/yui/2/).15.

viewMARC Default: Allow Asks: ___ staff to view records in plain MARC form on the staff client.2. Values: Allow Don't allow 1.2.15.1.4. Values: Don't show Show 1.1. viewISBD Default: Allow Asks: ___ staff to view records in ISBD form on the staff client.15.15. Values: Allow Don't allow 1. Values: Don't show Show 1.5. intranetbookbag Default: Show Asks: ___ the cart option in the staff client.Default: Show Asks: ___ the names of patrons that have items checked out or on hold on detail pages or the "Place Hold" screen. Web Services Get there: More > Administration > Global System Preferences > Web Services page 70 .1.16. viewLabeledMARC Default: Allow Asks: ___ staff to view records in labeled MARC form on the staff client.3.2.1. Values: Allow Don't allow 1.1.2.15.2.

OAI-PMH:MaxCount Default: 50 page 71 .1. Note that this means that there are no live search requests to the Data Providers. OAI-PMH:ConfFile specify a YAML configuration file which list available metadata formats and XSL file used to create them from marcxml records.1.2. but do not necessarily. otherwise it operates in extended mode.16.1.16.2.16.1. Koha's OAI Server operates in normal mode. it's possible to parameter other formats than marcxml or Dublin Core. OAI-PMH:ConfFile If this preference is left empty. For more information.1. Service Providers use the OAI interfaces of the Data Providers to harvest and store metadata.1.2.16.1.1. and may.oaforum. Values: Disable Enable Description: For the Open Archives Initiative-Protocol for Metadata Harvesting (OAI-PMH) there are two groups of ‘participants': Data Providers and Service Providers.1. OAI-PMH:archiveID Default: KOHA-OAI-TEST Asks: Identify records at this site with the prefix ___ : 1. Data Providers (open archives.3. services are based on the harvested data via OAI-PMH. In extended mode.4. repositories) provide free access to metadata.2.2.openarchives. Learn more about OAI-PMH at: http://www.16. Visit http://www.1. rather.1.1. low barrier solution for Data Providers.1.16.htm for diagrams of how OAI-PMH works.16. ILS-DI 1. ILS-DI:Authorized_IPs Asks: ___ allowed IPs to use the ILS-DI services 1. OAI-PMH Default: Disable Asks: ___ Koha's OAI-PMH server. see the sample conf file in the appendix.org/pmh/ 1. 1.2.16. It can not harvest from other repositories.org/tutorial/english/page3. OAI-PMH provides an easy to implement. ILS-DI Default: Disable Asks: ___ ILS-DI services for OPAC users Values: Disable Enable 1. offer free access to full texts or other resources. The biggest stumbling block to having Koha harvest from other repositories is that MARC is the only metadata format that Koha indexes natively.1. Koha at present can only act as a Data Provider.2. OAI-PMH 1.

2.2.3. Basic Parameters Get there: More > Administration Configure all 'parameters' in the order they appear. Each library will have an 'Edit' link to the right of it. ListRecords harvest the entire records while the ListIdentifier is an abbreviated form of ListRecords. To see Search Domain Groups in action visit the staff client advanced search page in your Koha system: 1. You will be unable to edit the 'Library code' 1. Adding a Library To add a new library: Click 'New Library' Fill in the data requested on the form that follows Of the fields listed.3. Search Domain Groups Search Domain Groups allow you to search a group of libraries at the same time instead of searching just one library or all libraries.Asks: Only return ___ records at a time in response to a ListRecords or ListIdentifiers query.2.1.2. only 'Library code' and 'Name' are required Be sure to enter a library email address to make sure that notices are sent to and from the right address An IP address is required if you have enabled AutoLocation 1. 1. retrieving only headers rather than records. Get there: More > Administration > Basic Parameters > Libraries.1. This data is used in several areas of Koha. 'Category code' and 'Name' are the only required fields 1.2.1.1. 1. 1.2. branches and groups When visiting this page you are presented with a list of the libraries and groups that have already been added to the system.1.1. Item Types page 72 . Editing/Deleting a Library You will be unable to delete any library that has patrons or items attached to it.1.2. Library Property Groups You can assign specific categories to your libraries by adding groups for them Properties are then applied to libraries via the add or edit library form 1.3. Description: This is the maximum number of records that would be returned based on ListRecord or ListIdentifier queries from harvesters. Adding a group To add a Search Domain or Library Property Group click the 'New Group' button at the top of the screen Of the fields on the group form.2.2.1.2. Click this link to edit/alter details associated with the library in question. Libraries & Groups When setting up your Koha system you will want to add information for every library that will be sharing your system.2.

2. $5. dvd. but can be used in any way that works for your library. but cannot be checked out to patrons Enter the total number of renewals allowed for the item type in the 'Renewals' box For items that you charge a rental fee for.1. To edit an item simply click the 'Edit' link.3.Koha allows you to organize your collection by item types and collection codes.3. You will not be able to edit the code you assigned as the 'Item Type' but you will be able to edit the description for the item.2. One reason you would add an authorized value category would be to control the values that can be entered into MARC fields by catalogers. cd. In the 'Item Type' field. enter the total fee you charge in the 'Rental charge' field Do not enter symbols in this field.2. 1.2. simply click the 'Delete' link. check the 'Not for loan' options Items marked 'Not for loan' will appear in the catalog. Editing Item Types Each item type has an Edit button beside it. etc). To delete an item. with the exception of the 'Item Type' will be editable from the Item Types list Your new item type will now appear on the list 1. Adding Item Types To add a new item type. Get there: More > Administration > Basic Parameters > Authorized Values page 73 .2. You will not be able to delete item types that are being used by items within your system.2. 1.00) This will charge the patron on checkout When finished. only numbers and decimal points (ex. Authorized Values Authorized values can be used in several areas of Koha. click 'Save Changes' All fields. enter a short code for your item type The description is the plain text definition of the item type You can choose to have an image associated with your item type You can choose from a series of image collections You can link to a remote image Or you can just have no image associated with the item type To have your item type images appear in the OPAC you need to set noItemTypeImages to 'Show' Get there: More > Administration > Global System Preferences > Admin For items that do not circulate.2. Get there: More > Administration > Basic Parameters > Item Types Item types typically refer to the material type (book.2. 1. Deleting Item Types Each item has a Delete button beside it. simply click the 'New Item Type' button at the top of the Item Types page.00 should be entered as 5 or 5.

1.a HINGS_C General Holdings: Completeness Designator HINGS_PF Physical Form Designators HINGS_RD General Holdings: Retention Designator :: This data element specifies the retention policy for the unit at the time of the holdings report. used by InProcessingToShelvingCart and ReturnToShelvingCart CCODE Collection codes (appears when cataloging and working with items) DAMAGED Descriptions for items marked as damaged (appears when cataloging and working with items) HINGS_AS General Holdings: Acquisition Status Designator :: This data element specifies acquisition status for the unit at the time of the holdings report.2. for instance 'Lost'.3.1. Asort1 Used for acquisitions statistical purposes Asort2 Used for acquisitions statistical purposes BOR_NOTES Values for custom patron notes that appear on the circulation screen and the OPAC Bsort1 Used for patron statistical purposes Bsort2 Used for patron statistical purposes CART Is the shelving cart location. HINGS_UT General Holdings: Type of Unit Designator LOC Shelving location (usually appears when adding or editing an item) LOST page 74 . Existing Values Koha installs with pre-defined values that your library is likely to use.

librarians can add their own authorized value categories to control data that is entered into the system.2. To add a new category: Click 'New Category' Limit your Category to 11 characters (something short to make it clear what the category is for) When adding a new category you're asked to create at least one authorized value Enter a code for your Authorized Value into the 'Authorized value' field Use the Description field for the actual value that will be entered Click 'Save' Your new category and value will appear on the list of Authorized Values 1.Descriptions for the items marked as lost (appears when adding or editing an item) Values given to lost statuses should be numeric and not alphabetical in order for statuses to appear properly MANUAL_INV Values for manual invoicing types NOT_LOAN Reasons why a title is not for loan PROC The location to be used for NewItemsDefaultLocation (change description as desired). also the location expected by InProcessingToShelvingCart. To add a value: Click 'New authorized value for .3..3. Add new Authorized Value New authorized values can be added to any existing or new category. RESTRICTED Restricted status of an item SUGGEST List of patron suggestion reject or accept reasons (appears when managing suggestions) WITHDRAWN Description of a withdrawn item (appears when adding or editing an item) 1.2.3.2. Add new Authorized Value Category In addition to the existing categories that come by default with Koha.' Enter a code for your Authorized Value into the 'Authorized value' field Use the Description field for the actual value that will be entered Click 'Save' The new value will appear in the list along with existing values page 75 ..

Get there: More > Administration > Patrons & Circulation > Patron Categories Patrons are assigned to one of six main categories: Adult Most common patron type. Only enter numbers and decimals in this field If you want your patron to receive overdue notices.3. enter this age in the 'Age required' Patron categories can also have a maximum age (in years) associated with them (such as children). set the 'Overdue notice required' to 'Yes' If you charge patrons for placing holds on items. Organizations can be used as guarantors for Professional patrons. enter this age in the 'Upperage limit' If you charge a membership fee for your patrons (such as those who live in another region) you can enter that in the 'Enrollment fee' field. such as in house use of items. Professional Professional patrons can be linked to Organizational patrons Statistical This patron type is used strictly for statistical purposes.3. The category code is limited to 10 characters (numbers and letters) Enter a plain text version of the category in the 'Description' field. Only enter numbers and decimals in this field page 76 . age groups. Staff Patrons within the staff category will have access to the staff client.3. Child Children patrons can have a guardian to be attached to them. enter the fee amount in the 'Hold fee' field. and patron types. Adding a patron category To add a new patron category click 'New Category' at the top of the page The 'Category Code' is an identifier for your new code.1. Student cards expire after 9 months or until a specific date) You cannot enter both a month limit and a date until.1. Patrons & Circulation Settings for controlling circulation and patron information. Some patron categories can have a minimum age (in years) requirement associated with them. Choose to enter either one or the other. Patron Categories Patron categories allow you to organize your patrons into different roles. 1. 1.1. Organizational Organizational patrons are organizations.1. usually used for a general 'Patron' category. Enrollment period (in months) should be filled in if you have a limited enrollment period for your patrons (eg.

1. Patron Attribute Types Patron attributes can be used to define custom fields to associate with your patron records. 1.1.2. 1. Once you submit the form. click the 'New City' button at the top of the page and enter the city name. click the 'New Patron Attribute Type' button at the top of the page In the 'Patron attribute type code'. click 'New Road Type' and then enter the road type the way you'd like it displayed. enter a short code to identify this field page 77 . then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.3.4.3.1. Road Types To standardize patron input you can define road types within your region so that when new patrons are added librarians simply have to select the road from a list instead of having to type it in. Adding Road Types To add a road type. Cities and Towns To standardize patron input you can define cities or towns within your region so that when new patrons are added librarians simply have to select the town from a list instead of having to type the town and zip (or postal) code information.3.3.4.2. Viewing Road Types on Patron Add form When adding or editing a patron.2. Get there: More > Administration > Patrons & Circulation > Patron attribute types A common use for this field would be for a student ID number or a Driver's license number.3. 1. if you'd like the road types to always be spelled out you can do that here as well. your new road type will be listed on the Road Types page 1.2.3. state and zip/postal code. This will allow for easy entry of local cities into the patron record without risking the potential for typos or mistaken zip/postal codes.1. Adding a City To add a new city. this setting is just a default to make it easier to set up messages for an entire category 1.3.2.In the 'Category type' field choose one of the six main parent categories Finally you can assign advanced messaging preferences by default to a patron category Requires that you have EnhancedMessagingPreferences enabled These can be changed for individual patrons. In order to enable the use of custom fields you need to set the ExtendedPatronAttributes system preference.3. there will be a pull down to choose the road type from. Viewing Cities on Patron Add Form If you have defined local cities using the New city form. 1.3. If you want your patrons to have their road types abbreviated all of the time then you can enter the appropriate abbreviations here.3. One you click Submit.3. Get there: More > Administration > Patrons & Circulation > Cities and Towns 1. Adding Patron Attributes To add a new Patron Attribute Type. your city will be saved and will be listed on the Cities and Towns page Cities can be edited or deleted at any time. if you have road types defined.

same patron type.4. 1. same item type all libraries. if one is selected. all patron types. alll item types same library. Authorized value category. Circulation and Fine Rules These rules define how your items are circulated. all patron types. Editing/Deleting Patron Attributes Each patron attribute has an edit and a delete link beside it on the list of attributes. same patron type.3. all item types all libraries. all item types all libraries. if a value is given to a patron record. all item types same library. same patron type. Click Save to save your new attribute Once added your attribute will appear on the list of attributes and also on the patron record add/edit form 1. This setting cannot be changed after an attribute is defined If 'Unique identifier' is checked. how/when fines are calculated and how holds are handled. same item type page 78 . same item type same library. enter a longer (plain text) explanation of what this field will contain Check the box next to 'Repeatable' to let a patron record have multiple values of this attribute. same patron type.2. the attribute will be a unique identifier which means. the patron record input page will only allow values to be chosen from the authorized value list.3.5. Get there: More > Administration > Patrons & Circulation > Circulation and fines rules The rules are applied from most specific to less specific. using the first found in this order: same library.This field is limited to 10 characters (numbers and letters only) This setting cannot be changed after an attribute is defined In the 'Description' field. Check 'Display in OPAC' to display this attribute on a patron's details page in the OPAC. the same value cannot be given to a different record. Some fields in the attribute will not be editable once created: Patron attribute type code Repeatable Unique identifier You will be unable to delete an attribute if it's in use. This setting cannot be changed after an attribute is defined Check 'Allow password' to make it possible to associate a password with this attribute. You will first need to add an authorized value list for it to appear in this menu Get there: More > Administration > Catalog > Authorized Values an authorized value list is not enforced during batch patron import. Check 'Searchable' to make this attribute searchable in the staff patron search. all patron types.

all libraries and all patron types. 1. if you charge a rental fee for the item type and want to give a specific patron type a discount on that fee. After choosing to clone you will be presented with a confirmation message. From this menu you can set a default to apply to all item types and patrons in the library. Default Circulation Rules Using the issuing rules matrix you can define rules that depend on patron/item type combos. In 'Total Current Checkouts Allowed' enter the total number of items patrons can have checked out at one time Control where patrons can place holds from using the 'Hold Policy' menu From Any Library: Patrons from any library may put this item on hold. create a new one with the same patron type and item type. This rule should be set for all item types. click 'Add' to save your changes. charge fines every 1 day. No Holds Allowed: No patron may put this book on hold. If you leave this to 'All' it will apply to all item types Limit the number of items a patron can have checked out at the same time by entering a number in the 'Current Checkouts Allowed' field Define the period of time and item can be checked out to a patron by entering the number of days in the 'Loan Period' box. To set your rules. Default Checkouts and Hold Policy You can set a default maximum number of checkouts and hold policy that will be used if none is defined below for a particular item type or category. or every 2 days) If your library 'fines' patrons by suspending their account you can enter the number of days their fine should be suspended in the 'Suspension in Days' field Next decide if the patron can renew this item type and if so.3. To save time you can clone rules from one library to another by choosing the clone option above the rules matrix. To modify a rule. If you would like to delete your rule. you can unset it by clicking the 'Unset' link to the right of the rule page 79 . (default if none is defined) From Home Library: Only patrons from the item's home library may put this book on hold.5. You will also want a rule for your specific library set for all item types and all patron types to avoid this holds issue.2. all patron types. all item types and all patron types then you may see patrons getting blocked from placing holds.5. all item types If you are a single library system choose your branch name before creating rules (sometimes having only rules for the 'all libraries' option can cause issues with holds) At the very least you will need to set an default circulation rule. 1. Koha needs to know what rule to fall back on. enter the total numbers of items (of this type) that can be put on hold in the 'Holds Allowed' field Finally.1.all libraries. When checking out if you do not have a rule for all libraries. If you leave this to 'All' it will apply to all patron categories Choose the 'Item Type' you would like this rule to apply to. simply click the 'Delete' link to the right of the rule. Enter the 'Fine Charging Interval' in days (ex.3. enter how many times they can renew it in the 'Renewals Allowed' box If the patron can place holds on this item type. The 'Fine Grace Period' is the period of time an item can be overdue before you start charging fines. choose a library from the pull down (or 'all libraries' if you want to apply these rules to all branches): From the matrix you can choose any combination of patron categories and item types to apply the rules to First choose which patron category you'd like the rule to be applied to. enter the percentage discount (without the % symbol) in the 'Rental Discount' field When finished. That will catch all instances that do not match a specific rule. 'Fine Amount' should have the amount you would like to charge for overdue items Enter only numbers and decimal points (no currency symbols). Once your policy is set.

5.4.1. no limit applies. keep the menu set to 'Default' By default all item types and all patrons are notified of check ins and check outs. Juveniles and Kids will not receive check out notices. page 80 . except possibly for a limit you define for a specific item type. These policies are based on the patron's home branch. 1. this means hold policies.3.FIC) In the above example. (default if none is defined) From Home Library: Only patrons from the item's home library may put this book on hold. Centerville library will allow patrons to return items from all libraries except Liberty and Franklin to their branch. not the branch that the reserving staff member is from. you can specify the maximum number of loans that a patron of a given category can make. regardless of the item type.4. 1. regardless of the patron's category. Get there: More > Administration > Patrons & Circulation > Item Circulation Alerts These preferences are set based on patron types and item types.7. If the total amount loanable for a given patron category is left blank. Catalog Administration Set these controls before you start cataloging on your Koha system. and the collection code involved. Before you begin you will want to choose which library you are setting these limits for. No Holds Allowed: No patron may put this book on hold.3. Collection codes will appear as tabs above the checkboxes: Check the boxes for the libraries that you accept checkins from for the item type you have selected at the top (in the example below . In the above example. the library receiving. Checkouts Per Patron For this library. These preference can be overwritten by changes in the individual patron's messaging preferences. Note that if the system preference AllowHoldPolicyOverride set to 'allow'. 1. To change this.3. Get there: More > Administration > Patrons & Circulation > Library Transfer Limits These rules only go into effect if the preference UseBranchTransferLimits is set to 'enforce'.3. Transfer limits are set based on the collections codes you have applied via the Authorized Value administration area. To set up circulation alerts: Choose your library from the pull down at the top of the screen To set preferences for all libraries. The various policies have the following effects: From Any Library: Patrons from any library may put this item on hold. click on the item/patron type combo that you would like to stop notices for.3. Item Circulation Alerts Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).5. these policies can be overridden by your circulation staff. you can edit rules for given itemtypes. 1. Item Hold Policies For this library.6. Currently. Library Transfer Limits Limit the ability to transfer items between libraries based on the library sending.

After clicking the 'MARC structure' link to the right of each framework you can decide how many fields you want to see on one screen by using the pagination options at the top of the table.1.3.' you will need to add subfields before this tag will appear in your MARC editor. choose which 'Authorized value' list you want to use When you're finished.always create a new template based on the Default Framework. click 'Save Changes' and you will be presented with your new field To the right of the new field is a link to 'Subfields.1. Add New Framework To add a new framework Click 'New Framework' Enter a code of 4 or fewer characters Use the Description field to enter a more detailed definition of your framework Click 'Submit' Once your Framework is added click 'MARC structure' to the right of it on the list of Frameworks You will be asked to choose a Framework to base your new Framework off of.2. check the 'Mandatory' box If you want this field to be a pull down with limited possible answers. and librarians can create their own frameworks for content specific to their libraries. Edit Existing Frameworks Clicking 'Edit' to the right of a Framework will only allow you to edit the Description for the Framework: To make edits to the fields associated with the Framework you must first click 'MARC Structure' and then follow the instructions for editing subfields 1. Get there: More > Administration > Catalog > MARC Bibliographic Frameworks Do not delete or edit the Default Framework since this will cause problems with your cataloging records . 1. Koha comes with some predefined frameworks that can be edited or deleted.1. check the 'Repeatable' box If this field is mandatory. or alter the other Frameworks. MARC Bibliographic Frameworks Think of Frameworks as templates for creating new bibliographic records. Add subfields to Frameworks To add a field to a Framework click the 'New Tag' button at the top of the Framework definition This will open up a blank form for entering MARC field data Enter the information about your new tag: The 'Tag' is the MARC field number The 'Label for lib' is the text that will appear in the staff client when in the cataloging module The 'Label for OPAC' is the text that will appear in the OPAC when viewing the MARC version of the record If this field can be repeated.4.1.4. The process of entering the settings for the new subfield is the same as those found in the editing subfields in frameworks section of this manual.4. this will make it easier than starting from scratch Once your Framework appears on the screen you can edit or delete each field by following the instructions for editing subfields 1.4. page 81 .Get there: More > Administration > Catalog 1.1.

Default value defines what you want to appear in the field by default. They are the following: -9 => Future use -8 => Flag -7 => OPAC !Intranet !Editor Collapsed -6 => OPAC Intranet !Editor !Collapsed page 82 .4. All subfields of a given field must be in the same tab or ignored. click 'Subfields' to the right of the tag on the 'MARC Structure' listing From the list of subfields you can click 'Delete' to the right of each to delete the subfields To edit the subfields click 'Edit Subfields' For each subfield you can set the following values Text for librarian what appears before the subfield in the librarian interface Text for OPAC what appears before the field in the OPAC.4. To make edits to most Frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field Each field has a tag (which is the MARC tag) The 'Label for lib' is what will show in the staff client if you have advancedMARCeditor set to display labels The 'Label for OPAC' is what will show on the MARC view in the OPAC If you check 'Repeatable' then the field will have a plus sign next to it allowing you to add multiples of that tag If you check 'Mandatory' the record will not be allowed to save unless you have a value assigned to this tag 'Authorized value' is where you define an authorized value that your catalogers can choose from a pull down to fill this field in To edit the subfields associated with the tag. If left empty.1. Ignore means that the subfield is not managed. the text for librarian is used instead Repeatable the field will have a plus sign next to it allowing you to add multiples of that tag Mandatory the record will not be allowed to save unless you have a value assigned to this tag Managed in tab defines the tab where the subfield is shown. Edit Framework Subfields Frameworks are made up of MARC fields and subfields. 17 of which are implemented. this will be editable. but it saves time if you use the same note over and over or the same value in a field often.1. hidden allows you to select from 19 possible visibility conditions.

When the user want to search on "title". neither what 200$f (those 2 fields being both the title in MARC21 and UNIMARC). This can be used for 2 main topics : on a field like author (200f in UNIMARC). the 504a field will show the MARC504 Authorized Values when cataloging Thesaurus means that the value is not free text. on a field that is a link (4xx) to reach another bib record. If the librarian clicks on the link. put 011a in 464$x. it means that the subfield is a URL and can be clicked Link If you enter a field/subfield here (200b). Koha constantly maintains consistency between a subfield and its meaning. but must be searched in the authority/thesaurus of the selected category Plugin means the value is calculated or managed by a plugin. the subfield is an URL. Plugins can do almost anything. a search is done on the database for the field/subfield with the same value. will find the serials that are with this ISSN. page 83 . This value should not change after data has been added to your catalog Koha link Koha is multi-MARC compliant. it does not know what the 245$a means. a link appears after the subfield in the MARC Detail view. So. For example. So. you will be able to see all bib records with the same author. in this list you can "map" a MARC subfield to its meaning. but must be chosen from a pull down generated by the authorized value list In the example above. not the OPAC. 200 if you're UNIMARC). this link is used to find what is searched (245 if you're MARC21. This view is present only in the staff client.-5 => OPAC Intranet !Editor Collapsed -4 => OPAC !Intranet !Editor !Collapsed -3 => OPAC !Intranet Editor Collapsed -2 => OPAC !Intranet Editor !Collapsed -1 => OPAC Intranet Editor Collapsed 0 => OPAC Intranet Editor !Collapsed 1 => !OPAC Intranet Editor Collapsed 2 => !OPAC !Intranet Editor !Collapsed 3 => !OPAC !Intranet Editor Collapsed 4 => !OPAC Intranet Editor !Collapsed 5 => !OPAC !Intranet !Editor Collapsed 6 => !OPAC Intranet !Editor !Collapsed 7 => !OPAC Intranet !Editor Collapsed 8 => !OPAC !Intranet !Editor !Collapsed 9 => Future use URL : if checked. put 200f here. and can be clicked ( ! means 'not visible' or in the case of Collapsed 'not Collapsed') Is a URL if checked. Authorized value means the value cannot by typed by the librarian.

Get there: More > Administration > Catalog > Authority Types 1. you need to choose one or the other. in UNIMARC there are plugins for every 1xx fields that are coded fields. The following example will use the subtitle field. For example. Get there: More > Administration > Catalog > MARC Bibliographic Framework Test If you change your MARC Bibliographic framework it's recommended that you run this tool to test for errors in your definition. In many cases you will not have to change the default values set by in this tool on installation.4.4. Get there: More > Administration > Catalog > Koha to MARC Mapping The Koha to MARC Mapping page offers you the option of choosing from one of three tables in the database to assign values to. After choosing the table you would like to view. Koha to MARC Mapping While Koha stores the entire MARC record.4.' To edit any mapping click on the 'Koha Filed' or the 'Edit' link. but it is important to know that the tool is here and can be used at any time. 1. To learn how to add and edit Authority Types.5. and the collection list for the editor) To save your changes simply click the 'Save Changes' button at the top of the screen 1. it also stores common fields for easy access in various tables in the database. choose the Framework you would like to apply this rule to. click the 'Click to "Unmap"' button.2. Koha comes with many of the necessary Authority frameworks already installed. Keywords to MARC Mapping This tool will allow you to map MARC fields to a set of predefined keywords. Get there: More > Administration > Catalog > Keywords to MARC Mapping At this time the only keyword in use is 'subtitle. simply review the MARC Bibliographic Frameworks section of this manual.4. 1.3. If you would like to clear all mappings. Choose which MARC field you would like to map to this Koha Field and click the 'OK' button. the subtitle for books can be found in the 245$b field.4. Koha to MARC Mapping is used to tell Koha where to find these values in the MARC record. 1.6. At this time you can map only 1 MARC field to 1 Koha field. Classification Sources page 84 .4.' Using this tool you can define what MARC field prints to the detail screen of the bibliographic record using keywords. Using the Framework pull down menu. Future developments will include additional keyword assigned fields.For example. Authority Types Authority Types are basically MARC Frameworks for Authority records and because of that they follow the same editing rules found in the MARC Bibliographic Frameworks section of this manual. However the subtitle for DVDs appears in 245$p Using this tool you can tell Koha to print the right field as the subtitle when viewing the bibliographic record in the OPAC. click 'OK. The plugin is a huge help for cataloger ! There are also two plugins (unimarc_plugin_210c and unimarc_plugin_225a that can "magically" find the editor from an ISBN. This means that you won't be able to map both the 100a and the 700a to the author field. MARC Bibliographic Framework Test Checks the MARC structure.

Get there: More > Administration > Catalog > Record Matching Rules The rules that you set up here will be referenced with you Stage MARC Records for Import.6.1.7.Dewey Decimal Classification lcc . Classification Filing Rules Filing rules determine the order in which items are placed on shelves.4.Library of Congress Classification If you chose to install classification sources during Koha's installation.dewey. Adding/Editing Classification Sources You can add your own source of classification by using the New Classification Source button. To create a new matching rule : page 85 .4. To edit use the Edit link. Select the appropriate filing rule from the drop down list. Record Matching Rules Record matching rules are used when importing MARC records into Koha.2.Savitra SirohiAugust 2010Nicole C. You can setup new filing rules by using the New Filing Rule button. Values that are pre-configured in Koha are: Dewey LCC Generic Filing rules are mapped to Classification sources. Get there: More > Administration > Catalog > Classification sources Commonly used values of this field are: ddc . you would see other values too: ANSCR (sound recordings) SuDOC classification Universal Decimal Classification Other/Generic Classification 1. To edit use the Edit link. When creating or editing: Enter a code and a description Choose an appropriate filing routine . generic or lcc 1. Check the 'Source in use?' checkbox if you want the value to appear in the drop down list for this category. 1.6.4. When creating or editing: You will need to enter a code and a description. Engard Source of classification or shelving scheme is an Authorized Values category that is mapped to field 942$2 in Koha's MARC Bibliographic frameworks.

'Required match checks' . 'Score' . Get there: More > Administration > Acquisitions > Currencies and Exchange Rates This data is not automatically updated.7.5.?? 'Length' .4.1. The value you enter in this field is irrelevant to the normalization process. The active currency is the main currency you use in your library.?? 1. Currencies and Exchange Rates If you place orders from more than one country you will want to input currency exchange rates so that your acquisitions module will properly calculate totals.?? Enter the MARC tag you want to match on in the 'Tag' field Enter the MARC tag subfield you want to match on in the 'Subfields' field 'Offset' . Acquisitions Get there: More > Administration > Acquisitions 1.properties file on your system which tells the zebra indexing what data to search for in the MARC data". Your active currency will have a check mark in the 'Active' column. If you don't have an active currency you will see an error message telling you to choose an active currency.1. Sample Record Matching Rule: Control Number Match threshold: 100 Matchpoints (just the one): Search index: Control-number Score: 101 Tag: 001 this field is for the control number assigned by the organization creating. so be sure to keep it up to date so that your accounting is kept correct. or distributing the record Subfields: a Offset: 0 Length: 0 Normalization rule: Control-number Required Match checks: none (remove the blank one) 1. using.Click 'New Record Matching Rule' Choose a unique name and enter it in the 'Matching rule code' field 'Description' can be anything you want to make it clear to you what rule you're picking 'Match threshold' . page 86 .?? Match points are set up to determine what fields to match on 'Search index' can be found by looking at the ccl.?? Koha only has one 'Normalization rule' that removes extra characters such as commas and semicolons.5.

whether it's an academic year.3.' It is an optional way to further organize your finances. check out the Planning Category FAQ. When complete.5. This will allow you to record orders that were places in a previous budget period. Choose the time period this budget is for. Add a Fund A fund is added to a budget.' 'Delete. even if the order is placed after the budget end date. A budget must be defined before a fund can be created. The three first fields are required. To learn more about planning categories.5. Marking a budget active makes it usable when placing orders in the acquisitions module. click 'Submit' and you will be brought to a list of all of the funds for the budget. Funds Get there: More > Administration > Acquisitions > Funds 1.2. In the form that appears you wan to enter the basics about your fund.2. Locking a budget means that Funds will not be able to be modified by librarians Once you have made your edits. To add a new fund click the New button and then choose which Budget you would like to add the fund to. Get there: More > Administration > Acquisitions > Budgets An example would be to create a budget for the current year and then breaking that into Funds for different areas of the library. A child fund simply a sub-fund of the fund listed. click the 'Save Changes' button.1. no other characters Encumbrance ?? Expenditure ?? You can choose to assign this fund to a librarian.5. a quarter. etc.1. To the right of each fund you will find the 'Edit. An example would be to have a fund for 'Fiction' and under that have a fund for 'New Releases' and a fund for 'Science Fiction. 1. You will be brought to a list of your existing budgets. the rest are optional Fund Code is a unique identifier for your fund The Fund Name should be something that librarians will understand Amount should be entered with only numbers and decimals. simply enter the amount of the budget with numbers and decimals. 1.1. Doing so will make it so that only that librarian can make changes to the Fund Choose which library will be using this fund You can restrict who can order from this fund by choosing either the owner or the library from the 'Restrict access to' menu Notes are simply for any descriptive notes you might want to add so that librarians know when to use this fund Planning categories are used for statistical purposes. a fiscal year. Budgets Budgets are the top level used for tracking accounting values related to acquisitions.' and 'Add Child Fund' options. The Description should be something that will help you identify the budget when ordering In the amount box do not use any symbols.5. page 87 . Add a budget To add a budget click the 'New Budget' button.3.

click the 'New Stop Word' button and add the word you'd like ignored If you change something in this table. 1.50 Target From the main Z39. click the 'Save' button. 1. click 'New Z39.6.51:210 INNOPAC HALIFAX PUBLIC catalogue.90.2.oh. Z39.pl script. To add more columns you can click the plus sign (+) found above the 'Auto-fill row' buttons.6.lib.net:210 bibliographic BIG COUNTRY KOHA bcls.com 1. you may have to make some edits to split things more accurately.50 Server' Userid and Password are only required for servers that are password protected 1.50 target that is publicly available or that you have the log in information to. ask your administrator to run misc/batchRebuildBiblioTables.1. Get there: More > Administration > Additional Parameters > Stop Words Koha comes with a standard list of stop words that can be edited by visiting the Stop Word administration area.6. Using Koha you can connect to any Z39. To add a new stop word to the list.halifaxpubliclibraries. Additional Parameters Get there: More > Administration > Additional Parameters 1.50 targets set up that you can add to.kohalibrary.2.3. Budget Planning When viewing the list of funds click the 'Planning' button and choose how you would like to plan to spend your budget.1.biblios.cuyahoga.1. edit or delete To find additional targets you use IndexData's IRSpy: http://irspy. If you choose 'Plan by MONTHS' you will see the budgeted amount broken down by months: To hide some of the columns you can click the minus sign (-) to the right (or below as in the screenshot above) the dates. Once your changes are made. Get there: More > Administration > Additional Parameters > Z39.2.50 page.223.50 Servers Koha comes with a default list of Z39. Stop Words If NoZebra is set to 'Use' this option will not appear on the administration menu Stop words are words that you want the search system to ignore. If you choose to auto-fill the form the system will try to divide the amount accordingly. Suggested Z39.50 Servers Koha has a powerful copy cataloging tool.us:210 INNOPAC GREATER SUDBURY PUBLIC 216. From here you can plan your budget spending by manually entering values or by clicking the 'Auto-fill row' button.6.2.indexdata.5. Add a Z39.ca:210 horizon page 88 .com:210 bcls_koha CUYAHOGA COUNTY PUBLIC webcat. If you would like to export your data as a CSV file you can do so by entering a file name in the 'Output to a file named' field and clicking the 'Output' button.2.50 Targets The following targets have been used successfully by other Koha libraries (in the Americas): BIBLIOS z3950.6.

HALTON HILLS PUBLIC cat.loc.2.org.londonpubliclibrary. Choose a title for your entry Using the publication and expiration date fields you can control how long your item appears '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.ca:2200 unicorn TRI-UNI 129.gov.ca:210 Horizon Chapter 2.uk:210 default TORONTO PUBLIC symphony. Label Creator 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.ca:210 horizon MILTON PL cat.ca:210 INNOPAC MANITOBA PUBLIC library.on. Often many of the items listed under Tools in Koha are referred to as 'Reports' in other library management systems.ca:210 halton_hills LIBRARY OF CONGRESS z3950.194:7090 voyager VANCOUVER PUBLIC LIBRARY z3950.hhpl. News Get there: More > Tools > Additional Tools > News Koha's news module allows librarians to post news to the OPAC.mpl.1. the Staff Client or a Circulation receipt: Click 'New Entry' Under 'Display Location' choose whether to put the news on the OPAC. Get there: More > Tools 2.mb. Here are some of the features of the Label Creator module: Customize label layouts page 89 .gov:7090 Voyager LONDON PUBLIC LIBRARY catalogue. Tools Tools in Koha all perform some sort of action.129.llgc. To add news to either the OPAC. staff interface and circulation receipts.ca:210 horizon NATIONAL LIBRARY OF WALES cat.97.vpl.torontopubliclibrary. click 'Submit' News in the OPAC will appear above the OpacMainUserBlock News in the Staff Client will appear on the far left of the screen News on the circulation receipts will appear below the items that are checked out 2. Slip (circulation receipt) or the Librarian (Staff) Interface.on.

2.2. These labels will include all of the information you will need for setting up a Koha. right. The breadcrumb trail near the top of each screen will give specific indication as to where you are within the Label Creator module and allow quick navigation to previously traversed sections.Readable by any standard PDF reader. And finally. 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.1. top or bottom. making labels printable directly on a printer CSV . create a profile and assign it to the template.1. 2.2. Templates Get there: More > Tools > Label Creator > Templates A template is based on the label/card stock you are using.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 . The menu to the left of each screen also allows easy access to the different sections of the Label Creator. this information may be on the packaging. number of columns and number of rows can be found on the vendor product packaging or website. you will see a toolbar allowing quick access to relevant functions. 2. After finding any anomalies in the printed document.5 point) left text margin will apply by default. This should probably match the unit of measurement used on the template description provided by the product vendor. Template ID will be automatically generated after saving your template. The measurements. 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. After saving. a 3/16" (13. If you do not supply a left text margin in the template. such as the shifting of text to the left. Add a Template To add a new template. and if not it can usually be found on the vendor's website. 2.Export label data after your chosen layout is applied allowing labels to be imported in to a variety of applications XML . your templates will appear on the 'Manage Templates' page.1. just to give a couple of examples. 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). you want to click on the 'Templates' button at the top of your page and choose 'New Template' Using the form that appears you can define the template for your sheet of labels or cards. Gaylord 47-284 for spine labels or Avery 28371 for your patron cards. you need to set up a profile for each printer to make up for the differences in printing styles.Included as an alternate export format At the top of each screen within the Label Creator. 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. you can find more detailed information on each section of the Label Creator by clicking the online help link at the upper left-hand corner of every page.2. page 90 . This might be Avery 5160 for address labels. Profiles Get there: More > Tools > Label Creator > Profiles 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).

Once you have added all of the items click the 'Done' button. Clicking 'Add item(s)' will open a search window for you to find the items you want to add to the batch. From the search results. The Printer Name and Paper Bin do not have to match your printer exactly. To print your labels. Add a Profile To add a new profile. You can also add items one by one by clicking the 'Add' link to the left of each item. To print only some of the labels. Layouts Get there: More > Tools > Label Creator > Layouts A layout is used to define the fields you want to appear on your labels. 2. click the 'Export Batch' button.2.1. your layouts will appear on the 'Manage Layouts' page. Once you have saved your new profile.1. they are for your reference so you can remember what printer you have set the profile for.If your labels are printing just the way you want. 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 . click the 'Export Item(s)' button. Batches Get there: More > Tools > Label Creator > Batches Batches are made up of the barcodes you would like to print. 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.2. 2. Add a Layout To add a new layout. you want to click on the 'Layouts' button at the top of your page and choose 'New Layout' Using the form that appears you can create a profile to fix any problems with your template. Once in this tool you can search for the item records you would like to print out labels for. After saving.2. page 91 .4.1. you will not need a profile.2.4. your profiles will appear on the 'Manage Profiles' page. you want to click on the 'Profiles' button at the top of your page and choose 'New Profile' Using the form that appears you can create a profile to fix any problems with your template.2. The resulting page will list the items you have selected. .2. click the check box next to the items you want to add to the batch and click the 'Add checked' button. Either way you will be presented with a confirmation screen where you can choose your template and layout. 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 The Units pull down is used to define what measurement scale you're going to be using for your profile. 2.31" from the left edge of the third label. This means the horizontal creep should be set to . 2.3. The first is to click the 'Create Label Batch' link on the 'Staged MARC Management' page: The other is to choose to create a new batch from the label creator tool You will be brought to an empty batch with an 'Add item(s)' button at the top of the page.25" from the left edge of the first label. After saving.3.03" to make up for this difference. Add a Batch Batches can be created in one of two ways.28" from the left edge of the second label and . 2. you can return to the list of templates and choose to edit the template that this profile is for.

you will see a toolbar allowing quick access to relevant functions. Templates Get there: More > Tools > Patron Card Creator > Templates A template is the label/card stock you are using. The breadcrumb trail near the top of each screen will give specific indication as to where you are within the Patron Card Creator module and allow quick navigation to previously traversed sections.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. Here are some of the features of the Patron Card Creator module: Customize patron card layouts Design custom card templates for printed patron cards Build and manage batches of patron cards Export single or multiple batches Export single or multiple patron cards from within a batch Export card data as a PDF readable by any standard PDF reader. Define the fields you want to print on the spine label in the SpineLabelFormat system preference Format your label printing by editing spinelabel. These labels will include all of the information you will need for setting up a Koha. 2. and if not it can usually be found on the vendor's website.1. Add a Template To add a new template. just to give a couple of examples.1. Gaylord 47-284 for spine labels or Avery 28371 for your patron cards. The measurements can be found on the vendor product packaging or website. Template ID will be automatically generated after saving your template. This might be Avery 5160 for address labels.You will then be presented with three download options: PDF. 2. Excel. making patron cards printable directly on a printer At the top of each screen within the Patron Card Creator. you can find more detailed information on each section of the Patron Card Creator by clicking the online help link at the upper left-hand corner of every page. page 92 .4. Patron Card Creator Get there: More > Tools > Patrons and Circulation > Patron Card Creator The Patron Card Creator allow you to use layouts and templates which you design to print a nearly unlimited variety of patron cards including barcodes. This should probably match the unit of measurement used on the template description provided by the product vendor.3. it simply prints a spine label in the first spot on the label sheet. simply print to the blank labels you have in your library. After saving your file. The menu to the left of each screen also allows easy access to the different sections of the Patron Card Creator.4. and CSV. 2. 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. you want to click on the 'Templates' button at the top of your page and choose 'New Template' Using the form that appears you can define the template for your sheet of labels or cards. 2. And finally. Quick Spine Label Creator Get there: More > Tools > Catalog > Quick Spine Label Creator This tool does not use the label layouts or templates.1. this information may be on the packaging.4.

After finding any anomalies in the printed document. 2. 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.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).1. Add a Layout To add a new layout. your templates will appear on the 'Manage Templates' page. 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.2. right. Before picking a profile try printing some sample cards so that you can easily define a profile that is right for your printer/template combination. you will not need a profile. The name you assign to the layout is for your benefit.4.4.31" from the left edge of the third label. After saving.1. After saving.2. 2.4. Next note if this layout is for the front or the back of the patron card You will need a layout for both the front and back of your card if you have 2-sided library cards page 93 . you want to click on the 'Layouts' button at the top of your page and choose 'New Layout' Using the form that appears you can create a profile to fix any problems with your template.3. 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 The Units pull down is used to define what measurement scale you're going to be using for your profile. 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. your profiles will appear on the 'Manage Profiles' page.28" from the left edge of the second label and .4.3. 2. you need to set up a profile for each printer to make up for the differences in printing styles. create a profile and assign it to the template.25" from the left edge of the first label.03" to make up for this difference. you want to click on the 'Profiles' button at the top of your page and choose 'New Profile' Using the form that appears you can create a profile to fix any problems with your template. Add a Profile To add a new profile. 2. Profiles Get there: More > Tools > Patron Card Creator > Profiles 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). Layouts Get there: More > Tools > Patron Card Creator > Layouts A layout defines the text and images that will be printed on to the card and where it will appear. . The Printer Name and Paper Bin do not have to match your printer exactly. top or bottom. If your cards are printing just the way you want. 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 . This means the horizontal creep should be set to . such as the shifting of text to the left. they are for your reference so you can remember what printer you have set the profile for. 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.

Once the file is uploaded you will be presented with a confirmation message.either include days the library is closed in the calculation or don't include them.4. One can be the patron image which you can resize to meet your needs. Get there: More > Administration > Global System Preferences > Circulation > finescalendar This will check the holiday calendar before charging fines 2. Calendar & Holidays Get there: More > Tools > Additional Tools > Calendar Libraries can define library closings and holidays to be used when calculating due dates.<firstname> For each line of text. Adding Events page 94 .5.1. 2.4. simply browse for the file on your computer and give it a name you'll recognize later. you want to click on the 'Batches' button at the top of your page and choose 'New Batch' 2. To delete one or multiple of these images.5. You can make use of the Calendar by turning on the proper system preferences: Get there: More > Administration > Global System Preferences > Circulation > useDaysMode Choose the method for calculating due date . After saving. You are limited in how many images you can upload (not counting patron images) by the ImageLimit system preference. The other image can be something like a library logo or symbol that you uploaded using the 'Manage Images' module of the Patron Card Creator Tool. Batches Get there: More > Tools > Patron Card Creator > Batches A batch is a collection of patrons for whom you want to generate cards. If you want to print fields from the patron record you want to put the field names in brackets like so . Pictures uploaded with this tool should be at least 300dpi which is the minimum quality for a printable image. Your text can be static text of your choosing and/or fields from the patron record. 2. 2. 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. your layouts will appear on the 'Manage Layouts' page. you can choose your font. This will turn the patron card number into a barcode. Add a Batch To add a new batch. And the image will be listed with all of your others on the right hand side of the page.5.4. 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. Manage Images Get there: More > Tools > Patron Card Creator > Manage Images Images uploaded using this tool will appear on the menu when creating patron card layouts. In the center of the screen is a simple upload form.1. Finally you can choose up to two images to print on the card. click the checkbox to the right of each image you want to delete and click the 'Delete' button.4.4.You have the option of adding up to 3 lines of text to your card. Images must be under 500k in size.

Once a tag has been approved or rejected it will be moved to the appropriate list of tags. To moderate comments simply click 'Approve' or 'Delete' to the right of the comments awaiting moderation.7. When viewing approved tags each tag has the option to reject: page 95 .5. or check all terms you want to approve and click 'Reject' below the table.Before adding events. or check all terms you want to approve and click 'Approve' below the table. When adding events you will be asked if you would like to apply the event to one branch or all branches. A summary of all tags will appear on the right of the screen. Comments/Reviews Get there: More > Tools > Patrons and Circulation > Comments All comments added by patrons via the OPAC to bibliographic records require moderation by the librarians. When first visiting the tool.6. librarians may need to approve tags before they are published on the OPAC. enter the closing information 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.5.' 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. simply Click on the date on the calendar that you would like to apply the closing to In the form that appears above the calendar. choose the library you would like to apply the closings to. Editing Events 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. To reject a tag. Clicking on repeatable events will offer slightly different options In the form above you will note that there is now an option to 'Generate an exception for this repeated holiday. Both actions require that you click 'Save' before the change will be made. This is done via the Tag Moderation Tool.3. 2. Finally decide if this event should be applied to all libraries or just the one you have originally selected After saving you will see the event listed in the summary to the right the calendar 2. you will be presented with a list of tags that are pending approval or rejection by a librarian To approve a tag. not the event listed in the summary) From this form you can make edits to the holiday or delete the holiday completely.2. If there are no comments to moderate you will see a message saying just that 2. you can either click the 'Reject' button inline with the term. Tag Moderation Get there: More > Tools > Patrons and Circulation > Tags Depending on your tagging system preferences. it can still be moved to another list. Even though a tag is approved or rejected. Additional Help When adding or editing events you can get additional help by clicking on the question mark next to various different options on the form 2. you can either click the 'Approve' button inline with the term. To add events.

2.9. check the 'Delete selected profile' option before clicking 'Submit Query' 2.To check terms against the approved and rejected lists (and possibly against the dictionary 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 2. Modify CSV Profiles Once you have created at least one CSV Profile an 'Edit profile' tab will appear next to the 'New profile' button. Using CSV Profiles Your CSV Profiles will appear on the export list or cart menu under the 'Download' button 2. The first is to stage records for import.8. Example : Personal name=200|Entry element=210$a|300|009 2. Choose the profile you would like to edit and alter the necessary fields.1.8. separated by pipes. followed by the equal sign. Stage MARC Records for Import Get there: More > Tools > Catalog > Stage MARC records for import Importing records into Koha includes two steps.8.2.8. First find the MARC file on your computer Next you will be presented with options for record matching and item imports Enter 'Comments about this file' to identify your upload when going to the 'Manage Staged MARC Records' tool page 96 . CSV Profiles Get there: More > Tools > Additional Tools > CSV Profiles CSV Profiles are created to define how you would like your cart or list to export.3. Add CSV Profiles To add a CSV Profile Click 'CSV Profiles' from the Tools menu The 'Profile name' will appear on the export pull down list when choosing 'Download' from your cart or list The 'Profile description' is for your own benefit The 'CSV separator' is the character used to separate values and value groups The 'Field separator' is the character used to separate duplicate fields Example: You may have multiple 650 fields The 'Subfield separator' is the character used to separate duplicate subfields Example: You may have multiple $a subfields in a field The 'Encoding' field lets you define the encoding used when saving the file Finally format your CSV file using the 'Profile marcfields' fields Define which fields or subfields you want to export. To delete a profile. Example : 200|210$a|301 You can also use your own headers (instead of the ones from Koha) by prefixing the field number with an header.

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 Below the summary there will be a list of the records that will be imported 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 Click 'Import into catalog' to complete the import 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. Staged MARC Record Management Get there: More > Tools > Catalog > Staged MARC Record Management Once you have staged your records for import you can complete the import using this tool. Fill in the form in order to limit your export to a specific range (all fields are optional) page 97 .10. click the 'Clean' button to the right You will be presented with a confirmation message Accept the deletion and the records will be removed from the reservoir and the status will be changed to 'cleaned' 2. This can be used to send your records to fellow libraries. or simply for backup purposes. These items will appear when searching the catalog from the Cataloging tool: To clean items out of the 'reservoir': Visit the main screen of the Manage Staged MARC Records tool To clean a batch. Export Bibliographic and Holdings Data (MARC Export) Get there: More > Tools > Catalog > Export Bibliographic and Holdings Data Koha comes with a tool that will allow you to export your bibliographic and/or holdings data in bulk.11. From the list of staged records.Choose the character encoding Choose whether or not you want to look for matching records You can set up record matching rules through the administration area 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 Click 'Stage for import' You will be presented with a confirmation of your MARC import To complete the process continue to the Managed Staged MARC Records Tool 2. organizations or services.

This can be handy if you're sharing your data. page 98 . B_phone. the fields should either be entered as an unquoted string (previous examples). altcontactaddress1. If loading patron attributes. The fields 'branchcode' and 'categorycode' are required and must match valid entries in your database.1. you can remove all local fields before sending your data to another library Finally choose the file type and file name Choose to export your data in marc or marcxml format Choose the name you want your file to save as Click 'Export' 2. and must be zero-padded. gonenoaddress. lost. sort1. altcontactaddress2. B_streettype. initials. B_country. fax. opacnote. talk to your systems administrator about options Date formats should match your system preference. ethnotes. Patron Import Get there: More > Tools > Patrons and Circulation > Import Patrons The patron import tool can be used at any time to add patrons in bulk. like a date string. smsalertnumber. debarred. sex. ethnicity. dateofbirth. othernames. dateenrolled. mobile. categorycode. 2. B_address2. phonepro. The attribute type code and a colon should precede each value. contactfirstname. userid. address2. altcontactzipcode. altcontactcountry. cardnumber. If your passwords are already encrypted. relationship.LANG:fr or STARTDATE:January 1 2010. 2010".TRACK:Day If an input record has more than one attribute. guarantorid. dateexpiry.12. altcontactphone. emailpro. branchcode.12. altcontactsurname.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 Limit to a specific library Limit to a call number range Limit to an acquisition date range Next choose what to skip when exporting By default items will be exported. contacttitle. title. password. B_city. B_address. firstname. patron_attributes The 'password' value should be stored in plain text."TRACK:Day" This syntax would be required if the data might have a comma in it. 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. It is commonly used in universities and schools when a new batch of students registers. B_email. borrowernotes. altcontactfirstname.g. '01/02/2008'. flags. surname. country. For example: INSTID:12345. sort2. and will be converted to a md5 hash (which is an encrypted version of the password). streetnumber. the 'patron_attributes' field should contain a comma-separated list of attribute types and values. email. phone. contactname. If you would like to create the file yourself. address. city. if you would like to only export bibliographic data. streettype. contactnote. or with each field wrapped in separate double quotes and delimited by a comma: "STARTDATE:January 1. e. Creating Patron File Your Koha installation comes with a blank CSV file that you can use as a template for your patron records. B_streetnumber. make sure that your file has the following fields in this order as the header row: borrowernumber. zipcode. B_zipcode. altcontactaddress3.

2. 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. you can use the Patron Import Tool to bring the data into Koha. Upload Patron Images Get there: More > Tools > Patrons and Circulation > Upload Patron Images Patron images can be uploaded in bulk if you are allowing patron images to be attached to patron records.2. They are not completely removed from the system (moved to the delete_borrowers table). Importing Patrons Once you have created your file. 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 .14.2. Finally you need to decide on what data you want to replace if there are duplicates. simply point to the image file and enter the patron card number For multiple images. Zip up the text file and the image files Go to the Upload Patron Images Tool For a single image.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 Make sure that your TXT file is a plain text document. These images can also be used when creating patron cards.12. Choose your CSV file and choose to match on 'Cardnumber' to prevent adding of duplicate card numbers to the system Next you can choose default values to apply to all patrons you are importing ex. To either delete or anonymize patrons Check the task you would like to perform (Delete or Anonymize) Enter a date before which you want to alter the data Click 'Next' A confirmation will appear asking if you're sure this is what you want to happen Clicking 'Finish' will delete or anonymize your data 2. Patrons with outstanding fines or items checked out are not saved. not RTF. Create a txt file and title it "DATALINK. bulk-delete) Get there: More > Tools > Patrons and Circulation > Patrons (anonymize. Patrons (anonymize. page 99 .TXT" or "IDLINK. choose to upload a zip file After uploading you will be presented with a confirmation There is a limit of 520K on the size of the picture uploaded and it is recommended that the image be 200x300 pixels. but smaller images will work as well. 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.but not the patrons who checked the items out) or bulk delete patrons (remove them from the system completely). but this tool does not provide as many checks as one may desire.13.

If you don't have that file. use the fields on the left hand side to enter individualized data from the from database.1. On overdue notices make sure to use <<items. then every user can use it.deny. page 100 . The other option is to use the <item></item> tags to span the line so that it will print out multiple lines Only the overdue notices take advantage of the <item></item> tags. Troubleshooting 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. Task Scheduler Get there: More > Tools > Additional Tools > Task Scheduler The task scheduler is a way to schedule reports to run whenever you want. 2. check etc/at. 2. but only a few can be deleted.allow to see what users are in it.1. The system comes with several predefined templates that will appear when you first visit the Notices Tool Each notice can be edited. all other notices referencing items need to use <<items.deny exists but is blank. To schedule a task. Notice Markup When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices.15. Adding Notices To add a new notice Click 'New Notice' Choose the module this notice is related to The Code is limited to 20 characters Use the name field to expand on your Code 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.content>> to print out the data related to all items that are overdue. this is to prevent system errors should a message try to send without a template. 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.1.16. If at.16. Talk to your system admin about adding the user to the right place to make the task scheduler work.not on your local time) Time should be entered as hh:mm (2 digit hour. there is a list of scheduled reports You can also schedule reports directly from the list of saved reports by clicking the 'Schedule' link 2.15. check /etc/at.2.content>> 2.16.1. visit the Task Scheduler and fill in the form Current Server Time shows the time on your server (schedule all of your reports to run based on that time . Notices Get there: More > Tools > Patrons and Circulation > Notices All notices sent by Koha can be customized using the Notices Tool.

50 "History of Western Civilization" by Hayes. please file a bug with the Locale::Currency::Format author Tan D Nguyen <tnguyen at cpan doe org>. 909. Barcode: <<items.09821 H3261 v.09821 H2451. would result in a notice like: The following item(s) is/are currently overdue: "A Short History of Western Civilization" by Harrison. Existing Notices Among the default notices are notices for several common actions within Koha. <<items. Note: ISO 4217 changes from time to time therefore all currencies may not be supported. <item></item> which should enclose all fields from the biblio.2.16. If you find one that is not supported. <fine></fine> which should be enclosed by the item tag and should enclose a currency identifier per ISO 4217. ODUE (Overdue Notice) This notice is used to send Overdue Notices to Patrons See a Sample Overdue Notice Requires that you set Overdue Notice/Status Triggers page 101 .itemcallnumber>>. and items tables. 909.barcode>> Fine: <fine>GBP</fine></ Which. John B. here are some of what those notices do ACCTDETAILS Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send' ACQCLAIM (Acquisition Claim) Used in the claim acquisition module Get there: More > Acquisitions > Late issues HOLD (Hold Available for Pickup) This notice is used if two criteria are met: The EnhancedMessagingPreferences is set to 'Allow' The patron has requested to receive this notice Get there: OPAC > Login > my messaging Get there: Staff Client > Patron Record > Messaging HOLDPLACED (a notice to the library staff that a hold has been placed) This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable' HOLD_PRINT (Printed notice when hold available for pickup) This notice is used for hold confirmation notices that are sent out in print format. This will not effect what the email notice looks like. Barcode: 08030003 Fine: £3. the fine for that item will be displayed in the proper currency format. Barcode: 08030004 Fine: £3.50 2.title>>" by <<biblio.These new tags only work on the overdue notices. An example of using these two tags in a notice template might be like: The following item(s) is/are currently overdue: <item>"<<biblio. biblioitems. Carlton Joseph Huntley.author>>. If this tag is present with a proper identifier.1. assuming two items were overdue. not other circulation related notices at this time.

Log Viewer Get there: More > Tools > Additional Tools > Log Viewer Actions within the Koha system are tracked in log files. Overdue Notice/Status Triggers Get there: More > Tools > Patrons and Circulation > Overdue Notice/Status Triggers In order to send the overdue notices that you defined using the Notices tool. Once finished you can then upload the text file generated by the scanner to Koha page 102 . See a Sample Overdue Notice 2. check the 'Debar' box. If you do not have the ability to use your barcode scanner on the floor of the library. If you want Koha to trigger an action (send a letter or debar member). Choose which library. or by uploading a text files of barcodes gathered by a portable scanner. the first is by printing out a shelf list that you can then mark items off on.18. Simply check the box next to 'Export to csv file' to generate this file. You need to use the identifying numbers when searching the logs as well. Notice also that if you'd like to notify patrons of new serial issues. 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. In order to have overdue notices sent to your patrons. you need to first set the triggers to have these messages. 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 Alternatively you can export the list to a CSV file for altering in an application on your desktop.19. only identifying numbers.RLIST (Routing List) Used in the serials module to notify patrons/staff of new issues of a serial Get there: More > Serials > New Subscription You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down). You will note that real names do not appear on the log. Your system preferences can be changed to prevent the logging of different actions. Inventory/Stocktaking Get there: More > Tools > Catalog > Inventory/Stocktaking Koha's Inventory Tool can be used in one of two ways. shelving location. a delay value is required. Choosing different combinations of menu options will produce the log file for that query. you need to set that patron category to require overdue notices. call number range. the first option available to you is to generate a shelf list based on criteria you enter. 2. 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 Delay is the number of days after an issue is due before an action is triggered. 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.17. 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. These logs can be viewed using the Log Viewer Tool. you can click on 'define a notice' which will take you to the 'Notices' tool 2. 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.

1. Chapter 3. or you can scan items one by one into the box below the upload tool.' You will be presented with a confirmation screen. 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. Once you have your file uploaded or the barcodes listed you can click 'Continue. 3. From the tool you can choose to upload a file of barcodes or item ids.20. you will be asked to attach the patron to an organizational patron Click 'Set to Patron to search your system for an existing patron Each patron can have an alternate contact page 103 .Choose the text file and the date you want to mark all times as seen and click 'Submit. Add a new patron Patrons are added by going to the 'Patrons' module. Once you have your file uploaded or the barcodes listed you can click 'Continue. From here you can uncheck the items you don't want to modify before making changes in the form below.' 2.21. Click 'New' First enter the identifying information regarding your patron Required fields are defined in the BorrowerMandatoryField system preference Salutation is populated by the BorrowersTitles system preference Next enter the contact information If this patron is a child.' 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 delete before clicking 'Go. Patrons Before importing and/or adding patrons be sure to set up your patron categories.' If the items are checked out you will be presented with an error after clicking 'Go' and the items will not be deleted. 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. 2. Batch item deletion Get there: More > Tools > Catalog > Batch item deletion This tool will allow you to delete a batch of item records from Koha. you can enter the first and last name in the fields available The relationships are set using the borrowerRelationship system preference If this patron is a professional. you will be asked to attach the child patron to an adult patron Click 'Set to Patron' to search your system for an existing patron If the Guarantor is not in the system. Once you have made you changes you will be presented with the resulting items. If the items can be deleted they will be and you will be presented with a confirmation of your deletion. Batch item modification Get there: More > Tools > Catalog > Batch item modification This tool will allow you to modify a batch of item records in Koha.

These preferences will override any you set via the patron categories These preference can be altered by the patron via the OPAC Once finished. Editing Patrons Patrons in Koha can be edited using one of many edit buttons. The library management section includes values that are used within the library The card number field is automatically calculated if you have the autoMemberNum system preference set that way For a newly installed system this preference will start at 1 and increment by 1 each time after. Add a Statistical Patron To track in house use of items you will need a patron of the Statistical type. It can also be used in academic settings to store the patron's home address. follow the steps put forth in the 'Add a new Patron' section of this manual. these will appear next Finally. enter the first barcode by hand in the patron record and save the patron. To have it start with the starting number of your barcodes. To edit the entire patron record simply click the 'Edit' button at the top of the patron record. 3. the correct library and nothing else. Since this patron is not a real person. Add a Staff Patron All staff members must be entered into Koha as patrons of the 'Staff' type. After that the field will increment that number by 1. Next. If you have set additional patron attributes up. if you have EnhancedMessagingPreferences set to 'allow. First you will need a patron category set up for your Statistical patron. To give the staff member permissions to access the staff client. To only change the patron's password. If you accidentally chose the wrong patron category at the beginning you can fix that here Sort 1 and 2 are used for statistical purposes within your library Next. follow the steps in Patron Permissions Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client. 3.3. 3.An alternate contact could be a parent or guardian.it will appear in the OPAC on the patron's record The Circulation Note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron The OPAC Login and Password are used by the patron to log into their account in the OPAC.4. They are also used for staff accounts to provide them access to the staff client.' you can choose the messaging preferences for this patron. click the 'Change Password' button Patron passwords are encrypted and cannot be recovered by the library staff page 104 . simply fill in the required fields. you will need to create a new patron of the statistical type Next. the Library Setup section includes additional library settings The registration date will automatically be filled in with today's date If your patron cards expire (based on your patron category settings) the Expiry date will automatically be calculated The OPAC Note is a note for the patron . click 'Save' If the system suspects this patron is a duplicate of another it will warn you.2. Follow the steps in Add a Patron to add a staff member.

3. some of which can be expanded by clicking the plus sign to the left of the section title. 3. this password is not the patron's current password. just a new random password To edit a specific section of the patron record (for example the Library Use section) click the 'Edit' link below the section A patron image can be added by browsing for the image on your machine from the 'Manage Patron Image' section This form will not appear if you have the patronimages system preference to allow patron images To add patron images in bulk.1. you must first have a patron of the 'Staff' type open On the patron record click More and choose Set Permissions to alter patron permissions You will be presented with a list of preferences. Patron Permissions Defined superlibrarian Access to all functions within the staff client circulate Ability to check (issue) books out and in and access the 'Circulation' page in the staff client This section can be expanded (Learn more) catalogue Allows staff members to search the catalog via the staff client Must be given to all staff members to allow them to login to the staff client parameters Provides access to all areas of the Administration menu borrowers Allows staff members to add or modify patrons (with the exception of setting permissions) page 105 . Patron Permissions Patron Permissions are used to allow staff members access to the staff client. Setting Patron Permissions To set patron permissions. use the Upload Patron Images Tool Patrons can also be blocked from checking items out by setting Patron Flags If you would like your circulation staff to confirm a patron's address before checking items out to the patron.5.5.5.2.This form will automatically generate a random password. you can see the 'Gone no Address' flag If you would like to bar a patron from the library you can set the 'Debarred' flag This flag can automatically be set with the Overdue/Notice Status Triggers If the patron reports that they have lost their card you can set the 'Lost Card' flag to prevent someone else from using that card to check items out 3. In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.

edit and run all reports) Reports found on the Circulation page are not controlled by this permission This section can be expanded (Learn more) staffaccess Provides the ability to modify login / permissions for staff users page 106 . and creating invoices) acquisition Provides access to the acquisitions and patron purchase suggestion modules This section can be expanded (Learn more) management No longer in use tools Access to all items in the Tools section of the staff client This section can be expanded (Learn more) editauthorities Provides access to edit the authority record serials Allows access to the serials module This section can be expanded (Learn more) reports Allow access to the Reports module (ability to create. adding credits.permissions Ability to set patron permissions reserveforothers Ability to place holds on books for patrons via the staff interface This section can be expanded (Learn more) borrow Grants staff members the rights to borrow books from the library editcatalogue Ability to catalog items (add and edit bibliographic and holdings data) This section can be expanded (Learn more) updatecharges Manage patron accounts (including paying fines.

Granular Acquisitions Permissions If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options: circulate_remaining_permissions All circulation rights except override permissions override_renewals Override blocked renewals 3.5.3. Granular Cataloging Permissions If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions.4.2.5.2.1. Granular Circulate Permissions If the staff member has 'circulate' permissions they have the ability to perform all of these actions. but not bib records fast_cataloging The ability to catalog using only the Fast Add Framework found on the Circulation page 3. Granular Holds Permissions If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options: edit_catalogue Ability to access all cataloging functions via the Cataloging page edit_items Ability to make edits to item records. If you would like to control holds permissions on a more granular level choose from these options: modify_holds_priority Allow staff members to alter the holds priority (moving patrons up and down the queue) place_holds All staff members to place holds for patrons via the staff interface 3.2.2. If you would like to control acquisitions permissions on a more granular level choose from these options: budget_add_del Ability to add and delete budgets (not modify() budget_manage Manage budgets budget_modify Ability to edit existing budgets (not to add or delete) contracts_manage page 107 .5.3.2.5.

Granular Serials Permissions If the staff member has 'serials' permissions they have the ability to perform all of these actions.5.Manage contracts group_manage Manage orders and basket groups order_manage Manage orders and baskets order_receive Manage orders and baskets period_manage Manage periods planning_manage Manage budget planning vendors_manage Manage vendors 3.2. If you would like to control serials permissions on a more granular level choose from these options: check_expiration Check the expiration of a serial claim_serials Claim missing serials create_subscription Create a new subscription delete_subscription Delete an existing subscription edit_subscription Edit (but not delete or create) an existing subscription receive_serials Receive serials on existing subscriptions renew_subscription Renew an existing subscription routing page 108 .5.

6.Manage routing lists 3.5. Granular Tools Permissions If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options: batch_upload_patron_images Upload patron images in batch or one at a time (Access to the Image Upload Tool) delete_anonymize_patrons Delete old borrowers and anonymize circulation/reading history (Access to the Anonymize Patron Tool) edit_calendar Define days when the library is closed (Access to the Calendar/Holidays Tool) edit_news Write news for the OPAC and staff interfaces (Access to the News Tool) edit_notice_status_triggers Set notice/status triggers for overdue items (Access to the Overdue Notice Status/Triggers Tool) edit_notices Define notices (Access to the Notices Tool) export_catalog Export bibliographic and holdings data (Access to the Export Bibliographic & Holdings Data Tool) import_patrons Import patron data (Access to the Import Patrons Tool) inventory Perform inventory (stocktaking) of your catalog (Access to the Inventory Tool) items_batchdel Perform batch deletion of items (Access to the Delete a queryset of items Tool) items_batchmod Perform batch modification of items (Access to the Modify a queryset of items Tool) label_creator Create printable labels and barcodes from catalog and patron data (Access to the Label Creator and Quick Label Creator Tools) manage_csv_profiles Create and edit CSV profiles (Access to the CSV Profiles Tool) manage_staged_marc page 109 .2.

3. the Fines tab does not just show fine data. Patron Information When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record. Charging Fines/Fees Most fees and fines will be charged automatically if the fines cron job is running: Fines will be charged based on your Circulation & Fines Rules page 110 .6. If you would like to control reports permissions on a more granular level choose from these options: create_reports The ability to create and edit but not run SQL reports execute_reports The ability to run but not create or edit SQL reports 3. including completing and reversing imports (Access to the Manage Staged MARC Records Tool) moderate_comments Moderate patron comments (Access to the Comments and Tags Tools) schedule_tasks Schedule tasks to run (Access to the Task Scheduler Tool) stage_marc_import Stage MARC records into the reservoir (Access to the Stage MARC Records Tool) view_system_logs Browse the system logs (Access to the Log Viewer Tool) 3.Managed staged MARC records.2. 3.1.6. Details All patron information will appear on the Details tab. etc entered when adding the patron. Contrary to its name.2. In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record. messaging preferences. it also shows membership fees.6. all children and/or professionals will be listed 3. rental fees. A child patron will list their Guarantor On the Guarantor's record.1. reserve fees and any other charge you may have for patrons. 3.5. Check Out For instruction on checking items out. 3.6. notes. Fines The patron's complete accounting history will appear on the Fines tab.6. This includes all the contact information. Granular Reports Permissions If the staff member has 'reports' permissions they have the ability to perform all of these actions.3. view the Checking Out section of this manual.7.

3.3.6.2. The Modification Log will show all changes made to the patron record.3. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account. Creating Manual Invoices For fees that are not automatically charged. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.6.3. Paid.Hold fees will be charged based on the rules you set in the Patron Types & Categories administration area Rental fees will be charged based on the settings in your Item Types administration area Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item 3. First choose the type of credit you'd like to apply If this credit is associated with an item you can enter that item's barcode so that the line item links to the right item The description field is where you will enter the description of the credit In the amount field.5. add them to the MANUAL_INV Authorized Value If the fee is associated with an item you can enter its barcode so that the line item shows a link to that item The description field is where you will enter the description of the charge In the amount field. Creating Manual Credits Manual credits can be used to pay off parts of fines. only numbers and decimals 3. you can reverse that line item by clicking 'Reverse' to the right of the line Once clicked a new line item will be added to the account.5.3.6. librarians can create a manual invoice First choose the type of invoice you would like to create To add additional values to the manual invoice type pull down menu. 3. Modification Log If you have set your BorrowersLog to track changes to patron records.6. do not enter currency symbols. only numbers and decimals 3. or to forgive a fine amount. Choose the payment type (Unpaid. The Librarian field shows the patron number for the librarian who made the changes page 111 .3. then this tab will appear. do not enter currency symbols. Writeoff) from the pull down menu Click 'Make Payment' A line item will be added to the account information showing the fee paid in full (or written off) If you accidentally mark and item as paid.4.4. showing the payment as reversed 3. Pay/Reverse Fines Each line item can be paid in full (or written off) using the 'Pay Fines' tab. Printing Invoices To the right of each account line there is a print link.6. Circulation History The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear.6.

Patron Search Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. first search for that patron using one of the many options listed above. The checkout option appears in three main places: Check out option on main staff client Check out option on the patron record Check out option on the quick search bar 4.1. Notices The patron's messaging preferences are set when adding or editing the patron. Many modern barcode scanners will send a 'return' to the browser. This tab will show the messages that have been sent and those that are queued to be sent with their entire body content: 3. Basic Parameters and Patrons & Circulation Rules. you can click the plus sign [+] to the right of the search box. On the main page of the staff client there are some quick links in the center of the page to check items out.6. This tab will show the messages that have been sent and those that are queued to be sent: 3. Before circulating your collection you will want to set your Global System Preferences. making it so that the 'Check Out' button is automatically clicked Below the box for the barcode there may be options for you to override the default due date for the item.7. it was my changing my own record) 3.The Object field lists the patron that is being modified (in the example above. While in Circulation you can jump between the tabs on the quick search box at the top of the screen by using the following hot keys: jump to the catalog search with Alt+Q jump to the checkout with Alt+U this will not work for Mac user jump to the checkin with Alt+R Mac users use the OPTION button in place of ALT 4. Check Out (Issuing) To begin the checkout process you must enter the patron barcode or part of their name.1.7.6. At the top of the Check Out screen is a box for you to type or scan the item's barcode into. You can also browse through the patron records by clicking on the linked letters across the top. Messaging The patron's messaging preferences are set when adding or editing the patron.6. in or transfer them. Chapter 4. For a complete listing of Circulation functions you can visit the Circulation page which is linked from the top left of every page or from the center of the main page. From here you can search for a patron by entering any part of their name or barcode in the search box at the top.1. If you want to search for more than just a part of a patron name or number. Checking Items Out To check an item out to a patron. page 112 . Circulation Circulation functions can be accessed in several different ways.

This option will only appear if you have set the SpecifyDueDate system preference to allow staff to override the due date At the bottom of the page there is a summary of the patron's current checked out items along with the due date. Check Out Warnings Sometimes checkouts will trigger warning messages that will appear in a yellow box above the check out field. why not. including those they checked out at an earlier date. If there are notes on the patron record these will appear to the right of the checkout box If the patron has a hold waiting at the library that too will appear to the right of the check out box making it easy for the circulation librarian to see that there is another item to give the patron 4. To override the renewal limits you can set the AllowRenewalLimitOverride system preference to allow overrides and a checkbox will appear below the list of checkouts that reads 'Override Renewal Limit' Checking that box will add checkboxes in the renew column above where before the item was not renewable. Choosing 'Quick Slip' will print only the items that were checked out today. Check Out Messages There are times when Koha will prevent the librarian from being able to check out items to a patron. Also at the bottom of the page is the list of items the patron has on hold Once you have checked out all of the items for the patron you can print them a receipt by clicking the Print button at the top of the screen and choosing 'Print Slip' or 'Quick Slip'.2. items checked out today will appear at the top. This screen will show whether an item is renewable and if not. When this happens a warning will appear notifying the librarian of why the patron cannot check items out.1.1.3. Patron owes too much in fines You can set the amount at which patron checkouts are blocked with the noissuescharge system preference Patron has been barred from the library This can be set by the librarian editing a patron record and adding a flag or by the Overdue/Notice Status Triggers Patron needs to confirm their address This can be set by the librarian editing a patron record and adding a flag Patrons has lost their library card This can be set by the librarian editing a patron record and adding a flag 4. If you choose 'Print Slip' it will print all of the items the patron has checked out. These warnings need to be acknowledged before you will be able to continue checking items out. Patron has outstanding fines Item on hold for someone else Item should be on the hold shelf waiting for someone else Item already checked out to this patron Item checked out to another patron Item not for loan Patron has too many things checked out page 113 .

Check In (Returning) Checking in items can be performed from various different locations The check in link on main staff client The check in option on the quick search bar on the Circulation page The check in link on the patron's checkout summary (and on the checkout summary page) 4. Checking Items In To check an item in scan the barcode for the item into the box provided. Check In Messages There are several messages that can appear when checking items in: If you are checking an item in at a library other than the home branch. This requires that you have your closings added to the Holidays & Calendar Tool You can also choose to forgive all overdue charges for items you are checking in by checking the 'Forgive overdue charges' box before scanning items.3. If you're checking an item in that has a hold on it. but leave its status as Available (it will not cancel the hold) 4. page 114 . check the item in at the home branch A message will appear tell you that the item is not checked out. Circulation Messages Circulation messages are short messages that librarians can leave for their patrons or their colleagues that will appear at the time of circulation. A summary of all items checked in will appear below the checkin box If you are checking items in that were put in the dropbox while the library was closed you can check the 'Dropbox mode' box before scanning items.1. Transfer and Confirm button will mark the item as in transit to the library where the hold was placed and present the library with a receipt to print and place on the book with the patron's information Ignoring the hold will leave the item on hold.2.Item cannot be renewed This can be overridden with the AllowRenewalLimitOverride system preference Barcode not found 4. This will effectively roll back the returned date to the last date the library was open.2.2. a message will appear asking you to transfer the book to the home library After this item is checked in the status of the item will be changed in the catalog to 'in transit' To mark an item as back at the home branch. but leave its status as Available (it will not cancel the hold) If you're checking in an item that has a hold on it at another branch you will be prompted to confirm and transfer the item Clicking the Confirm hold and Transfer button will mark the item as in transit to the library where the hold was placed Clicking the Print Slip. This step is necessary to mark items as received by the home branch. you will be prompted to confirm the hold Clicking the Confirm hold button will mark the item as waiting for pickup from the library Clicking the Print Slip and Confirm button will mark the item as waiting for pickup at the library and present the library with a receipt to print and place on the book with the patron's information Ignoring the hold will leave the item on hold. 4.2. but the status will now say available in the catalog.

you can enter an expiration date for the hold in the 'Hold expires on date' To have expired holds canceled automatically you will need to have the Expired Holds cron job set to run on a regular basis.4. page 115 . Placing Holds in Staff Client There are several ways to place holds from the staff client. Depending on how you have your HidePatronName system preference set the list may show patron names instead of card numbers in the Patron column like in the image above. Adding a Message When on the patron's check out tab you will see a link to 'Add a new message' to the right of the check out box.1.2.2.4. The most obvious is using the 'Place Hold' button at the top of any bibliographic record.3. If you are placing a hold on one bibliographic record you will see a list of all of the items you can place a hold on. To rearrange or delete holds. or if you have limits on hold lengths. Next choose if you want to place a hold on the next available item or a specific item by clicking the radio button next to an individual item. If you're placing a hold on multiple items you will be presented with the next available option for all titles.3.4. Circulation messages meant for the patron will appear when they log into the OPAC. 4.3. Depending on how many items you choose to place a hold on at once you will be see a different place hold form. Managing Holds Holds can be altered and canceled from the Holds tab found on the left of the bibliographic record.1. enter that in the 'Hold starts on date' field This option will only appear if the AllowHoldDateInFuture system preference is set to 'Allow' If the patron has specified that they don't want the item after a certain date. 4. If no items are available for hold it will say so on the confirmation screen. Viewing Messages Circulation messages meant for the staff will appear on the patron's checkout screen.4. or the 'Holds' link found below each result. You will be asked to search for a patron by barcode or any part of their name to start the hold process. the pickup location and/or cancel the hold. Enter any notes that might apply to this hold Choose the library where the patron will pick up the item If the patron wants the hold to start on a date other than today. When you click 'Add a new message' you will be asked to choose if the message is for the librarians or the patron and the message you would like to leave. 4. Holds 4. Setting up Messages Circulation messages are set up as Authorized Values. simply make a selection from the 'Priority' pull down or click the arrows to the right of the priority pull down.3. 4. Clicking the down arrow to the right of the hold will stick the hold at the bottom of the list even if more requests are made. You can also click the smaller 'Place Hold' link found at the top of your catalog search results. To add or edit Circulation Messages you want to work with the BOR_NOTES value. choose 'del' from the menu or click the red 'X' to the right of the hold line. From the list of holds you can change the order of the holds. To delete or cancel a hold.

' To allow circulation librarians access to the Fast Add Cataloging tool. This library will appear in the top right of the Staff Client. Receiving Holds When items that are on hold are checked in or out the system will remind the circulation librarian that the item is on hold and offer them options for managing the hold. For this reason. Fast Add Cataloging Sometimes circulation librarians need to quickly add a record to the system for an item they are about to check out. click the 'Update hold(s)' button and your changes will be saved. Choosing to confirm and print will present you with a printable page that you can slip inside the book with the necessary hold and/or transfer information. When trying to check out an item that is already waiting for someone else you will be presented with a warning message. In this case you want to make sure that the hold is cancelled when you check the item out to someone else. To do this you can click 'Set' at the top right or on the Circulation page. the home-bound patron's hold request would stay at the bottom of the queue until everyone else who wanted to read that book has already done so. This is the library that all circulation transactions will take place at. Set Library By default you will enter the staff client as if you are at your home library. The item record will also show that the item is on hold. click the Fast Cataloging option on the Circulation page page 116 . In some cases a patron may come in to pick up a hold for their partner (or someone else in their household). 4. When you check in an item that has a hold on it the system will ask you to either confirm and transfer the item or just confirm the hold Clicking the Confirm button will mark the item as on hold for the patron. This is called 'Fast Add. 4. Clicking 'Ignore' will retain the hold.3. To transfer an item Click 'Transfer' on the Circulation page Enter the library you would like to transfer the item to Scan or type the barcode on the item you would like to transfer Click 'Submit' The item will now say that it is in transit When the item arrives at the other branch the librarian must check the item in to acknowledge that it is no longer in transit The item will not be permanently moved to the new library The item shows the same 'Home Library' but has updated the 'Current Location' to note where it resides at this time 4. Once you have saved your changes you new library will appear in the top right. simply make sure they have the fast_cataloging permissions. your library has home-bound patrons that are allowed to keep books out for months at a time.For example.4. It would not be fair to other patrons if a home-bound patron were able to check out a brand new book and keep it for months.5. Once you have made your changes. Transfers If you work in a multi-branch system you can transfer items from one library to another by using the Transfer tool. To add a title with the fast add framework. 4. Once confirmed the hold will show on the patron record and on the checkout screen under the 'Hold' tab. If you are at another library (or on a bookmobile) you will want to set your library before you start circulating items.7. but allow you to check the item out to another patron. If the item needs to be transferred the item will also be marked as in transit to the proper branch.6. From here you can check the item out to the patron at the desk and cancel the hold for the partner.

4. This report will be generated based on a few system preferences: StaticHoldsQueueWeight Allows the library to specify a list of library location codes -.if used alone. the list of all available library codes is used to randomize the weight.8. Enter the items barcode. This report will list all items that are overdue at your library. Using this report you will be able to see how many of your patrons have holds on items and whether you should buy more. Holds Queue This report will show you all of the holds at your library.8. it will rank the list statically.The cataloging interface will open up with the short cataloging record: After adding your cataloging data you will be asked to enter item data. By default it will be set to the library needing 3 items per hold that has been placed. If neither 'RandomizeHoldsQueueWeight' or 'StaticHoldsQueueWeight' is set.8. If RandomizeHoldsQueueWeight alone is set.4. Holds awaiting pickup This report will show all of the holds that are waiting for patrons to pick them up.8. An item is considered late based on the number of days you have entered in the TransfersMaxDaysWarning system preference. To generate this report. etc and save the item before checking it out. The report will tell you how many additional items need to be purchased to meet this quota. RandomizeHoldsQueueWeight If 'RandomizeHoldsQueueWeight' and 'StaticHoldsQueueWeight' are set. this report may take a significant amount of time to run. collection code.1. Holds to pull This report will show you all of the items that have holds on them that are available at the library for pulling. Overdues with fines page 117 . 4. 4.6. the list of library codes in the 'StaticHoldsQueueWeight' system preference are randomized rather than statically ranked. the holds queue is statically ranked according to how they are pulled out of the system database. 4. 4. Circulation Reports 4. Transfers to receive This report will list all of the items that Koha thinks are in transit to your library.8. Overdues For libraries with a large patron base. You can limit the results you see by using the Refine box on the left side of the page: 4.8. If your transfers are late in arriving at your library you will see a message stating how late your items are.2.7.8. Large libraries can choose to filter the report before it runs by setting the FilterBeforeOverdueReport system preference to 'Require'. you must have the Build Holds Queue cron job running. Hold ratios Hold ratios help with collection development. 4.5. selecting the top-ranking available location to be added to the picklist. The report can be filtered using the menu options found on the left of the report.3.8.

(For example. For this feature to work you must first make sure you have authorized values set in the LOC category for PROC (Processing Center) and CART (Book Cart).parent(). If items on the shelving cart are checked out. To enable this module you need to set the WebBasedSelfCheck preference to 'Enable. 4. Only a librarian can override a circulation block and so patrons must go to the librarian for help in these situations. for future use. This is possible within Koha with the use of one or more Statistical Patrons.11. any newly-checked-in item is also automatically put into the shelving cart. }). an hourly cron entry of cart_to_shelf. The link will then appear at the bottom of the log in page: You can also access this module by going to : http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sco/sco-main. $(document). Self Checkout Koha comes with a very basic self checkout module. When collecting items that have been used within the library. In Processing / Book Cart Locations Koha allows for handling temporary locations like the processing center and/or book carts throughout the library. you will want to check them out to your statistical patron: Instead of marking the item as 'checked out' the system will record that the item was used in house: Repeat these steps for all items that have been used within the library to keep accurate statistics for item use.pl When on the self checkout page you will be asked to enter your patron card number: Once your card number is entered you will be asked to scan the items you are checking out As you scan items they will appear below the barcode box When you are finished scanning items it is important to click the 'Click here if done' button to log the patron out and prepare for the next patron. Tracking Inhouse Use Many libraries track the use of items within the library. These newly cataloged items will be temporarily set to the PROC location and will display with whatever description PROC has.) If the ReturnToShelvingCart system preference is turned on.12.ready(function(){ $("#login #submit"). Offline Circulation Utility page 118 . Create items with their desired final shelving location.' To use this module you have to log in as a staff member with circulation permissions. to be covered by the same script run.pl\" target=\"_blank\">Self-Checkout</a></p>"). A cron job runs at specified intervals to age items from CART to the permanent shelving location.pl --hours 3 where --hours is the amount of time an item should spend on the cart before aging to its permanent location. 4. When attempting to check items out there are some instances where error messages will appear and the patron will be directed to the librarian. 4. This will happen even if you are allowing overrides on circulation functions. To have those items then move to the shelving cart: Turn on the InProcessingToShelvingCart system preference Check in those newly-created items and they will be moved to the location code of CART and display with whatever description CART has.4. Checkins with confirmed holds will not go into the shelving cart. This will set the new items to the Processing Center as their default location.9. the cart location will be cleared. The original location code entered at item creation is stored in the new items column 'permanent_location'.after("<p><a href=\"http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sco/sco-main. but a simple addition to the intranetuserjs system preference can add one.10. Create a staff patron specifically for this action so that you don't leave a real staff client logged into a computer all day There is no link to the Self Checkout module. Items will stay in the PROC location until they are checked in. Next you need to set the NewItemsDefaultLocation system preference to PROC.

Chapter 5.koha-community. Refer to the Implementation Checklist for a full list of these things. you can click on the title you're interested in and a menu will pop up with links to preview the record and import it Once you've opened a blank framework or imported a record via Z39. Upload Offline Circ File The offline circulation tool for Windows will generate a KOC file that you can upload into Koha once your system comes back up.4.koc file Once the file is uploaded.50 targets can search all of the fields above.mozilla. click the process the file When this is complete you'll see the summary of actions from when you were offline (including any errors). 5.50 Search' Search for the item you would like to catalog If no results are found.50 you will be presented with the form to continue cataloging To expand a collapsed tag click on the tag number To get help from the Library of Congress on a Marc tag click the question mark (?) to the right of each field number page 119 . If you would like to catalog a record using a blank template Click 'New Record' Choose the framework you would like to base your record off of If you want to catalog a record based on an existing record at another library Click 'z39.koc) Uploader' Browse your computer for the *.12.1. Most importantly you're going to want to make sure that your Frameworks are all defined the way you want. Additional instructions for using this Plugin can be found on the Koha Wiki: http://wiki.org/wiki/Offline_circulation_firefox_plugin 4. Adding Records Records can be added to Koha via original or copy cataloging.com/koha/koha-tools/koha-offline-circulation 4.1. On the Circulation menu click 'Offline Circulation File (.12.org/en-US/firefox/addon/14399 Once installed there will be an icon for the Offline Circulation Tool in the status bar at the bottom of you Firefox Window. Bibliographic Records 5. Offline Circ Tool for Windows The Offline Circulation Utility can be downloaded at: http://millruntech. try searching for fewer fields.12. not all Z39.1.3.2.1.50 Admin area. Cataloging Before you start cataloging in Koha you're going to want to do some basic setup. From the results you can view the MARC or Card view for the records or choose to Import them into Koha In addition to the Import link to the right of each title. Once in the cataloging module you will not be able to add or remove fields and subfields so your frameworks must be ready before you start cataloging. Search targets can be altered by using the Z39. Firefox Plugin There is a plugin for Firefox that can be used for Offline Circulation: https://addons.

If you think this is an unwanted feature.1. Merging Records If you would like to merge together multiple records you can do that via the Lists tool. you will be redirected to a blank item record so that you can attach an item to the bibliographic record. the following fields should be entered for new items: page 120 . click the . From the results list click 'Choose authority' to bring that into your catalog record To duplicate a field click on the + (plus sign) to the right of the tag To move subfields in to the right order. Editing Records To edit a record you can click 'Edit Biblio' from the search results on the cataloging page or by clicking the Edit button on the Bibliographic Record The record will open in the MARC editor Once you have made your edits you can click 'Save' at the top of the editor.2. You can also click 'Add Holdings' from the cataloging search results or you can add new item at any time by clicking 'New' on the bibliographic record and choosing 'New Item' The item edit form will appear: At the very least. 5.1.3.2.hide()..50. Learn more here. Sometimes fields may not be editable due to the value in your BiblioAddsAuthorities system preference.tagnum a").4. click the up arrow to the left of the field To duplicate a subfield click on the clone icon (to remove a copied field. Adding Items After saving a new bibliographic record. 5. click the delete clone icon) to the right of the field To remove a subfield (if there is more than one of the same type). If this icon appears you must click the ellipse to the right of the field to search for an existing authority. (ellipse) to the right of the filed Once you've finished.1. }).(minus sign) to the right of the field To use a plugin click on the . you could add the following JavaScript to your intranetuserjs system preference: $(document).2. click the 'Save' button at the top and choose whether you want to save and view the bib record you have created or continue on to add/edit items attached to the record If you are about to add a duplicate record to the system you will be warned before saving 5. To duplicate an existing record click 'Edit as New (Duplicate)' from the Edit menu on the Bibliographic Record This will open a new MARC record with the fields filled in with the values from the original Bibliographic Record. 5.. Item Records 5. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field. In these cases you can create a duplicate of similar record and edit the necessary pieces to create a new record.1. Duplicating Records Sometimes a copy of the record you need to catalog can't be found via Z39.ready(function(){ $(".

2. Clicking 'Edit' and 'Edit Items' from the bibliographic record Clicking 'Edit Items' beside the item on the 'Items' tab The edit menu is also where items can be deleted from: 5.' clicking that will open up the item's history which will look slightly different from the bibliographic record's history page.3.2. replacement price This value will be charged to patrons when you mark and item they have checked out as 'Lost' y .4. Editing Items Items can be edited in several ways. Simply enter the barcode for the item you want to move and click 'Select' If you want to move all items to a new record creating only one bibliographic record you can use the Merge Records tool instead. 5. To see this. personal names and places.3.Koha item type Below the add form there are 3 buttons for adding the item Add Item will add just the one item Add & Duplicate will add the item and fill in a new form with the same values for your to alter Add Multiple Copies will ask how many copies and will then add that number of copies adding +1 to the barcode so each barcode is unique Your added items will appear above the add form once submitted Your items will also appear below the bibliographic details on the bib record display.2. but each item also has its own circulation history page.Barcode v . Below the 'History' heading is a link to 'View item's checkout history.Collection code a .2.Shelving location o . click on the 'Items' tab to the left of the record you are viewing.Full call number p .Permanent location b . page 121 .Cost. Moving Items Items can be moved from one bibliographic record to another using the Attach Item option Visit the bibliographic record you want to attach the item to and choose 'Attach Item' from the 'Edit' menu. Using authority records will provide you with control over subject headings. Item Specific Circulation History Each bibliographic record keeps a circulation history (with or without the patron information depending on your settings).8 . 5. Authorities Authority records are a way of controlling fields in your MARC records. If you have SpineLabelShowPrintOnBibDetails set to 'Display' then there will also be a link to print a quick spine label next to each item. 5.

For articles and Accession number. The form that appears will allow you to enter all of the necessary details regarding your authority record. simply click 'Save' and all of the records that use this authority record will be updated. 5. From the results you will see the authority record. Generally you will only use 's' (single) or 'm' (multiple) options for position 06.use the former when the item was published in a single year. If there is a single date.1.3. Enter the accession number written inside the item here. To expand collapsed values simply click on the title and the subfields will appear. being sure to add spaces if the country code is fewer than three characters long. and a delete link (if there are not bibliographic records attached). surrogate) -. leave everything as is. Click in this field to fill it in (will auto fill if Your MARC Organizational Code you have your MARCOrgCode preference set). leave blank. Bibliographic Record Cataloging Cheat Sheet Jared Camins-EsakovAmerican Numismatic SocietyNicole C. Editing Authorities Authorities can be edited by clicking on the authority summary from the search results and then clicking the 'Edit' button above the record.5. Searching Authorities From the authorities page you can search for existing terms and the bibliographic records they are attached to.3. If there is an index. Engard2010 Table 5-1.4. Cataloging Guides 5. choose the authority type from the 'New Authority' button.4. Otherwise. page 122 . Clicking on the authority record summary will open the full record and the option to edit the record. Enter the three-letter language code in positions 35-37. 5.is "Bibliographic level" to 'a' for articles or it a record for a monograph? A serial? 's' for serials. Cataloging Guide Tag Label Instructions Click in this field to fill it in. Current date and time. Click in this field to fill it in. only enter a date in the first date field (positions 07-10). Description 000 LEADER 001 CONTROL NUMBER 003 005 CONTROL NUMBER IDENTIFIER D & T LATEST TRANSACTION 008 FIXED-LENGTH DATA ELEMENTS Field containing computer-readable representations of a number of things. the latter when it was published over the course of several. items which do not have accession numbers.1. note that fact in position 31. To delete an authority record you first must make sure it's not linked to any bibliographic records. Then set Describes the record(i. Adding Authorities To add a new authority record.2. Enter the three-digit country code in positions 15-17. 5. how many bibliographic records it is attached to. Once you've made the necessary edits. If it is not used by any bibliographic records a 'Delete' link will appear to the right of the record on the search results and as a button that appears after clicking on the summary of the authority record.3.e.3.

Set the second indicator to the number of non-filing characters (i. If the name consists only of a forename. Set the first indicator to '0' if there is no author. characters in an initial articles plus the space. Authorized form of the name of a See Authorized headings sheet and meeting which acted as a main offer AACR2.e. If you can't find it. and the statement of responsibility in subfield 'c'. For auctions that took place on only one day. The first indicator should Authorized form of the main author's generally be a '1'. a specific language. however. otherwise set it to '1'. create a subfield Used for auction dates. conference proceedings) Enter the title in subfield 'a'.. Set the first indicator to '2'. For auctions that took place over two consecutive days or any number of non-consecutive days. create a subfield 'a' (in format YYYYMMDD) for the first day and a subfield 'a' (also in format YYYYMMDD) for the last day. If item. and put a '2' in the first indicator. the LC catalog for this number. For auctions that took place over more than two consecutive days. format YYYYMMDD. for "The " set the second indicator to '4'). there probably isn't one. subfield 'c' with your OCLC code as the value. Set the catalogs. See Authorized corporate author. first indicator to '2'. identify books. you should put the part number in subfield 'n' and the part title in subfield 'p. the first indicator should be '0'. For significant portions of a text in a given language. and put a '1' in the first indicator. don't worry about it. See Authorized headings sheet and AACR2. identify serials. Auction catalogs should use a 110 field Authorized form of the name of the main rather than a 100 field.' For auction Transcription of the title statement from catalogs. enter the date of the auction in the format YYYYMMDD in the subfield 'a' and a '0' in the first indicator. If you are creating a record for a single volume or part of a multi-part item. See ISBD punctuation sheet. make sure that the modified the record. the date (in 'MM/DD/YYYY' the title page (or chief source of format) should be listed in square information) brackets in subfield 'f'. Unique number used by publishers to If this number isn't listed on the book. add a subfield 'd' with your OCLC code as the value. For Identifies which libraries created and new records. the subtitle in subfield 'b'. create a subfield 'b' with that language code. to indicate that the name entry is surname first. For imported records. Required for 'a' for each day with the date in the auction catalogs. there probably isn't one. there should be a Identifies all the languages used in an subfield 'a' with that language code.. Unique number used by publishers to If this number isn't listed on the book.010 LCCN 020 022 ISBN ISSN Check on the copyright page of the A number assigned by the Library of book (if it was published in the US) or Congress to uniquely identify the work.g. 033 DATE/TIME OF EVENT 040 CATALOGING SOURCE 041 LANGUAGE CODE 100 MAIN ENTRY--PERSONAL 110 MAIN ENTRY--CORPORATE 111 MAIN ENTRY--MEETING 245 TITLE STATEMENT page 123 . (e. Required for auction headings sheet and AACR2. when two or more languages are there are only summaries or abstracts in present.

item. See ISBD punctuation sheet. page 124 . year (or probable year) in subfield 'c'. If the work includes a bibliography and index. you should do so. sheet. the publisher in subfield 'b'. Used only for rare books. part of the sentence. A summary might be called A brief summary or abstract of the book for. Local notes. such as books with highly acidic paper or CD-ROMs. Required for auction catalogs. The first filing purposes indicator should be '3'." in subfield 'a'. Only needed for works in multiple Note describing the languages used in languages. See ISBD punctuation sheet. Transcribe the series statement into subfield 'a' with the volume number in Shows the series statement exactly as it subfield 'v'. Do Alternate form of title for searching and not include initial articles. leave the second indicator blank. Enter notes as full sentences. and the size of the item in subfield 'c'. with a Notes that don't fit anywhere else. the auction in the format 'January 2. remove that bibliography. indicator to '0'. unless the title is merely a variant spelling. enter it here. separate 500 field for each distinct topic. 546 LANGUAGE NOTE 561 563 590 PROVENANCE INFORMATION BINDING INFORMATION LOCAL NOTE If the patron might look for the work under a different title. You may from the title page (or chief source of abbreviate if the edition statement is information) very long. Used for auction catalogs to indicate what types of coins are sold in the auction. ETC. 1984' in the subfield 'a' In general you do not need to write a summary. If the references are scattered throughout the work and not gathered into a distinct sentence. Put the location of publication in subfield 'a'. If you are separately Unformatted contents can be listed in a coding authors and titles. in which case the first indicator should be '1'. See ISBD punctuation the work sheet. etc.Roman. however. first indicator to '0'. easily reviewed by a patron. and the Publication information. Set the first indicator to '1' if you are using an 830. XXX-XXX) and index. Notes whether the work is bound with Put description of relationship in subfield the works described by other records. For auction catalogs. Greek. a brief description of "special" contents such as illustrations Physical description or maps in subfield 'b' (see AACR2). Describes the binding of the item. 'a'. Otherwise. Set the List of contents in a standard format. enter the date of Used for auction dates. As a general rule. set the second 500 (General Note) field. Enter the pagination statement in subfield 'a'. If the work Indicates whether the work includes a does not include an index. Describes the previous ownership of the Used only for rare books.246 VARYING FORM OF TITLE 250 EDITION STATEMENT 260 PUBLICATION (IMPRINT) 300 PHYSICAL DESCRIPTION 490 SERIES STATEMENT 500 501 GENERAL NOTE WITH NOTE 504 BIBLIOGRAPHY. ETC. NOTE 505 FORMATTED CONTENTS 518 DATE/TIME OF EVENT NOTE 520 SUMMARY. remove the parenthetical statement. See ISBD punctuation appears on the item. See ISBD punctuation sheet. put the text "Includes bibliographical references (p. with items that cannot be or article. Transcribe the edition statement exactly Transcription of the edition statement as it appears on the title-page.

710 page 125 . to indicate that the ADDED ENTRY--PERSONAL persons related to the production of the entry is surname first. Set the first indicator to '2'. See Authorized headings sheet and AACR2. If you found the name in the LC SUBJECT ADDED--GEOGRAPHICAL geographical terms describing the authority file. If you found the name in the LC authority file. Set the first indicator to '2'. Otherwise set the second indicator to '4'. If the name Authorized form of personal names for SUBJECT ADDED--PERSONAL consists only of a forename. headings you find on other items in the catalog. If there is no appropriate LCSH term. Generally used only for auction catalogs. Otherwise set the second indicator to '4'. The first indicator should generally be a '1'. set the second indicator to '0'. headings you find on other items in the catalog. If you found the name in the LC Library of Congress Subject Heading SUBJECT ADDED--TOPICAL authority file.g. set the second indicator to subject of the work '0'.. See Authorized headings sheet and AACR2. which should have the genre heading "Auction catalogs.e." (make sure to find the authorized heading!) If you Describes what an item is as opposed tofound the name in the LC authority file. for "The " set the first indicator discussed in the work to '4'). See Authorized headings sheet and Library of Congress Subject Heading AACR2. consists only of a forename. See Authorized headings sheet and AACR2. set the second indicator to terms describing the subject of the work '0'. however. characters in an initial articles plus the Authorized form of titles for other works SUBJECT ADDED--UNIFORM TITLE space. Otherwise set the second indicator to '4'. Otherwise set the second indicator to '4'. however. people discussed in the work the first indicator should be '0'. Otherwise set the second indicator to '4'. The first indicator should Used for second authors and other generally be a '1'. AACR2. If Authorized form of meeting names for SUBJECT ADDED--MEETING you found the name in the LC authority meetings discussed in the work file. set the second indicator to '0'. If there is no appropriate LCSH term. ADDED ENTRY--CORPORATE Used for corporate bodies related to the See Authorized headings sheet and production of the work (e. set the second indicator to '0'. publishers). See Authorized headings sheet and AACR2. set the second indicator to '0'. to indicate that the entry is surname first. LOCAL SUBJECT Used for headings from any custom you can use a 691 with subject ADDED--GEOGRAPHICAL subject authority file. If you are using a term from a specific thesaurus. Used for headings from any custom you can use a 690 with subject LOCAL SUBJECT ADDED--TOPICAL subject authority file. See Authorized headings sheet and AACR2. Set the first indicator to the number of non-filing characters (i. If Authorized form of corporate names for SUBJECT ADDED--CORPORATE you found the name in the LC authority organizations discussed in the work file. Otherwise set the second indicator to '4'. Set the first indicator to '2'. set the second indicator to '0'. the first indicator should be '0'. If you found the name in the LC authority file. Otherwise set the second indicator to '4'.. If the name work. INDEX TERM--GENRE/FORM what the item is about.600 610 611 630 650 651 655 690 691 700 See Authorized headings sheet and AACR2. set the second indicator to '7' and put the code for the thesaurus in subfield '2'.

a work that characters in an initial articles plus the inspired the present work) space.4. in a volume. Set the subfield 'c' to the appropriate item type. Set the first indicator to the Used for uniform titles related to the number of non-filing characters (i. Set the first indicator to '0'. etc. When available. book or the location of the item: volume.) goes in subfield 'g'. Set the first indicator to '8'. enter the authorized form of the author's name in subfield 'a'. page number.e. Often this characters in an initial articles plus the will just be the same as the 490. production of the work (e. Put the URL of any electronic copies or summaries. Do not put anything in this field if you are cataloging a volume which gets only one record and a barcode. title in subfield 'y'. and the call number in subfield 'i'. 730 ADDED ENTRY--UNIFORM TITLE 773 HOST ITEM ENTRY 830 SERIES ENTRY--UNIFORM TITLE 852 LOCATION/CALL NUMBER 856 ELECTRONIC ACCESS See Authorized headings sheet and AACR2. Set the second indicator to the Authorized form of the series name number of non-filing characters (i. put the section in subfield 'a' (see ANS cataloging documentation).2. journal containing the article being and section numbers are separated by described in the current record) colons.g. or you are pre-barcode books.g. If the host publication is an independent work. etc. If you want the label "In:" to be generated. 942 ADDED ENTRY ELEMENTS (KOHA) 5.. Koha Embedded Holdings Data MARC21 Tag/subfield Data Element Description Notes page 126 . transcribed in the 490 field. and currently creating a record for an article some articles and serials. issue.. pamphlets. Relationship information (e. See ISBD punctuation sheet. space. Set the first indicator to '2'. Used for Koha-specific data. If the item Provides the section name for does not get a barcode. "$iOffprint from:"). volume number. See Authorized headings sheet and AACR2.g.. for "The " set the second indicator to '4').4. and the first page is entered following a '<' at the end of the subfield.. Put the title in subfield 't'.g. in subfield 'u' and a link Links to material available online. Set the first indicator to '4'. See Authorized headings sheet and AACR2.e. If the host publication is author main entry. Subfield 'q' Describes the larger bibliographic unit contains an encoded representation of that contains the work (e.g. ISSN and ISBN should always be used in. Item/Holdings Record Cataloging Guide This table represents the default embedded holdings data in Koha 3. symposia that contributed to the work). in subfields 'x' and 'z' respectively. put publication information in subfield 'd'. This information can be used for migration or importing data purposes Table 5-2. If you want something else displayed before the 773 text. leave the second indicator blank.711 ADDED ENTRY--MEETING Used for meetings related to the production of the work (e. set the second indicator to '8' and add a subfield 'i' with the label you want at the beginning of the field (e. for "The " set the first indicator to '4').

Default values: 952$0 Withdrawn status 0 = Not withdrawn 1 = Withdrawn Default values: 0 = Available 1 = Lost 952$1 Lost status 2 = Long Overdue (Lost) 3 = Lost and Paid For 4 = Missing in Inventory 5 = Missing in Hold Queue If no classification scheme is entered. Copy/volume data is stored in 952$h Specific issues of serials or multi-part and $t for display in Normal views. Code must be defined in Libraries. matching Authorized Value category ('NOT_LOAN' in default installation) Coded value. Classification scheme that defines filing the system will use the value entered in rules used for sorting call numbers. matching Authorized 0 = No use restrictions Value category ('RESTRICT' in default installation) 1 = Restricted Access Default values: -1 = Ordered 952$7 Not for loan 0 = Available for loans 1 = Not for Loan 2 = Staff Collection 952$8 952$9 952$a 952$b Collection code Item number Owning Library ** Holding library ** (usually the same as 952$a ) Shelving location code Coded value System-generated item number. Default values: Coded value. matching Authorized Value category ('LOST' in default installation) It's possible to configure OPAC so that lost items don't display with the hidelostitems system preference. matching Authorized Value category ('CCODE' in default installation) Does not display in the item record. Coded value. matching Authorized Value category ('LOC' in default installation) Date formats in the 952 subfields are required to be in the system internal format for data loading and subsequent item editing: YYYY-MM-DD Coded value. matching Authorized 0 = Not damaged Value category ('DAMAGE' in default installation) 1 = Damaged Default values: Coded value. Branches and Groups Coded value. isn't displayed anywhere except the MARC view. $3 items. no currency symbol Max 20 characters Decimal number. the DefaultClassificationSource preference. Branches and Groups Required. no currency symbol Date formats in the 952 subfields are required to be in the system internal format for data loading and subsequent item editing: YYYY-MM-DD 952$w Price effective from YYYY-MM-DD page 127 . Required. matching Authorized Value category ('WITHDRAWN' in default installation) 952$2 Classification 952$3 Materials specified 952$4 Damaged status 952$5 Use restrictions 952$c 952$d Date acquired YYYY-MM-DD 952$e 952$g 952$h 952$o 952$p 952$v Source of acquisition Purchase price Serial enumeration caption Koha full call number Barcode * Replacement price Coded value or vendor string Decimal number. Code must be defined in Libraries. Branch code Branch code Coded value.

Download your MARC records. type $7ORDERED_STATUS$aPERM_LOC$bCURR_LOC$cSHELVING_LOCATION$eSOURCE_OF_ACQ$yITEM_TYPE ex. and then click "Execute" You will be presented with a summary of the records processed at the bottom of the screen Click 'Edit Records' to continue on to adding item records Your screen will be replaced with a larger screen containing the MARC records Click on Tools > Add/Edit Field Enter in the Koha specific item info In the Field box.3769.3. Coded value.google. saving them to your desktop or some other location you use/will remember.952$y 952$z * . instructions may be different if your version or operating system is different. Be sure you use the $ to separate subfields. automatically fill in the acquisition date (d). Handling On Order Items and Holds VOKALNicole C.4. This tutorial was written with MARCEdit version 5. must be defined in Item types 5. type 942 In the Field Data box.for example.Engard2010http://docs. If you have MARCEdit already installed you should simply have to double click on your MARC records. each with one of those subfields corrected) Make sure you look at the Administration > Authorized Values in Koha to put the correct code into the field Check the 'Insert last' option Click 'Add Field' Close the field editor window Click on File > Compile into MARC page 128 .2. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK In a default install of Koha -1 is the value for the Ordered status You may want to look at other subfields you would like data in -.required for circulation ** . four items. or put in a public note (z). adding each subfield on a separate line will cause that many items to be imported with your MARC record (in the example above. you may need to add item records to the *. required field for circulation Required. The easiest way to import your latest order is to first run your records through MARCEdit.41641 on Windows XP.required by Koha Koha item type ** Public note Coded value. changing the collection code to put all the items in the same collection (8). type \\$c and the item type code (\\$cBOOK in this example) Check the 'Insert last' option Click 'Add Field' Enter in the item record data In the Field box.com/View?id=dcccx9zm_3htvhwzgc#Handling_On_Order_items_and_ho If you tend to import your MARC records when you have ordered the book (as opposed to when you receive the books). ensure MarcBreaker is chosen. and allow patrons to place holds on those books. Your original file will automatically be in the input.mrc file before importing. type 952 In the Field Data box. and they will automatically open in MARCEdit.

Only if you search with the field between the parenthesis. overwriting the current record. that way. you will need to go to the item record and individually change the item to have the correct barcode. Next you can choose whether a new item is created when receiving an issue 'Location' is for the shelving location 'Call Number' is for your item's call number prefix 'Library' is the branch that owns this subscription. and manually change the status from Ordered to the blank line in the Not for Loan field.1. If more than one library subscribes to this serial you will need to create a subscription for each library This can be done easily by using the 'Edit as New (Duplicate)' option found on the subscription information page and changing only the 'Library' field The 'Grace Period' is the number of days before an issue is automatically moved from 'expected' status to 'waiting' and how many days before an issue is automatically moved from 'waiting' status to 'late' Use the 'Public Note' for any notes you would like to appear in the OPAC for the patrons 'Nonpublic Note' should be used for notes that are only visible to the librarians via the staff client To set up a routing list for serials. choose 'Routing List' from the 'Patron notification' field. Add a subscription Subscriptions can be added by clicking the 'New' button on any bibliographic record Or by visiting the Serials module and clicking 'New Subscription' If you are entering a new subscription from the Serials module you will be presented with a blank form (if creating new from a bibliographic record the form will include the bib info). Serials 6. Chapter 6. they will use the OPACSerialIssueDisplayCount and StaffSerialIssueDisplayCount system preference values page 129 . If you purchase your cataloged item records. Once the item has come in. you could import the edited-by-the-vendor file.Choose where to save your file Now you want to go into your Koha system and follow the instructions for importing MARC records. 'Librarian' field will show the logged in librarian's username 'Vendor' can be found by either searching vendors entered via the Acquisitions module or entering the vendor ID number Vendor information is not required In order to claim missing and late issues you need to enter vendor information 'Biblio' is the MARC record you'd like to link this subscription to This can be done by searching for an existing record by clicking on the 'Search for Biblio' link below the boxes or by entering the bib number for a record in the first box. automatically replacing the data with what you need. you may want to request your vendor put in the information you need into the MARC records for you. For this option to appear you need to make sure that you have a Routing List notice set up in the Notices Tool Learn more about Routing Lists later in this manual The Staff and OPAC Display options allow you to control how many issues appear by default on bibliographic records in the Staff Client and the OPAC If no values are entered in these fields.

You can choose to create your own numbering pattern by choosing 'None of the above' and clicking the 'Show/Hide Advanced Pattern' button at the bottom of the form 'Subscription start date' is the date at which the subscription begins. Winter. Unknown select this if none of the other choices are relevant Irregular: The journal is not "regular" but has a periodicity. but you know when it's going to arrive. Receive Issues Issues can be marked as received from several locations. There is no regularity or known schedule. When you subscribe to the title. Autumn.. then in October and December. enter the last issue number before the volume number changes If you chose the 'Number' Numbering Format you will see 'issues expected' in which you will enter the total number of issues you expect to receive. which can arrive in 1 year. or 2. This is also used for setting up renewal alerts 'Subscription end date' should only be entered for subscriptions that have ended (if you're entering in a backlog of serials) The 'Numbering formula' is editable to match the way you'd like your numbering to print on the item record and subscription information pages Click 'Save Subscription' to save the information you have entered. To find a subscription. This is used for setting up renewal alerts 'Subscription length' is the number of issues or months in the subscription. 6. Find sample serial examples in the appendix. it is irregular.. the date from which the prediction pattern will start There are several pre-defined options for the 'Frequency' of publication Without periodicy: some very specific (usually high level science journals) don't have a true periodicity. 2/day: Twice daily 1/day: Daily 3/week: Three times a week 1/week: Weekly 1/ 2 weeks: Twice monthly (fortnightly) 1/ 3 weeks: Tri-weekly 1/month: Monthly 1/ 2 months (6/year): Bi-monthly 1/ 3 months (1/quarter): Quarterly 1/quarter (seasonal) : Quarterly related to seasons (ie. use the search box at the top of the Serials page to search for the serial you'd like to receive issues for: page 130 .. Summer. Spring) 2/year: Half yearly 1/year: Annual 1/ 2 years: Bi-annual Checking the 'Manual history' box will allow you to enter serials outside the prediction pattern. the numbering that matches the date you entered in the 'First issue publication' field If you have chosen any 'Numbering Format' other than 'Number' in the 'Rollover at' field.In 'First issue publication' you want to enter the date of the issue you have in your hand. you subscribe for 6 issues. You know that it comes out on January. 'Numbering pattern' will help you determine how the numbers are printed for each issue Start with the numbering on the issue you have in hand.2..

there will be a Subscriptions tab on the bibliographic record. There are two views. If the list looks the way you expect it to. If you have decided to have an item record created for each issue an item add form will appear for your supplement and for the issue itself Once you have entered your info you can click 'Save' 6. 6. When setting up your serial subscription you want to be sure to pick 'Routing List' from the 'Patron Notification' pull down. Under this tab will appear the number of issues you chose when setting up the subscription or in your OPACSerialIssueDisplayCount system preference.' Clicking that link will bring you to the menu to add a new routing list. To the left of the Subscription summary page there is a menu with a link to 'Serial Collection' From the page that opens up you can click 'Edit Serial' with the issue you want to receive checked. Subscriptions in Staff Client Subscription information will appear on bibliographic records under the 'Subscriptions' tab Clicking the 'Subscription Details' link will take you to the Subscription summary page in the staff client. Next you will be brought to a preview of the routing list. Setup page 131 . regarding the subscription Chapter 7. When you have chosen all of the people for the list. The compact serial subscription will show basic information regarding the subscription Whereas the full view shows extensive details. Subscriptions in OPAC When viewing the subscription in the OPAC there will be several options. In the menu that appears you can filter patrons by part of their name. When on the subscription page you will see a link to the left that reads 'Create Routing List.5. If you have decided to have an item record created for each issue an item add form will appear If your issue has a supplemental issue with it.From the search results you can click the 'Serial Receive' link or you can click on the subscription title and then click the 'Receive' button.3. Acquisitions 7. 6. Clicking 'Add' to the right of each name will add them to the routing list. compact and full.1.4. All three of these options will open up the issue receive form: Choose 'Arrived' from the status pull down to mark a serial as received. their library and/or patron category. fill in the Supplemental Issue information. Clicking the 'More details' link will provide you with additional information about the serial history. click the 'Close' link to be redirected to the routing list. Like in the staff client. If RoutingListAddReserves is set to on then patrons listed in the routing list will automatically be added to the holds list for the issue. From here you want to click 'Add recipients' in order to add people to the routing list.' This will open a printable version of the list. The final way to receive serials is from the 'Serial Collection' page. Create a Routing List A routing list is a list of people who receive the serial before it goes to the shelf. To print the list click 'Save and preview routing slip. then click 'Save'. You can set the default view of a serial in the OPAC with the SubscriptionHistory system preference. broken out by year.

7.2. only the Vendor name is required. Add a Contract At the top of a vendor search results page with only result or at the top of a vendor information page you will see a 'New Contract' button. simply click the 'Edit' button.1.2. View/Edit a Vendor To view a vendor's information page you must search for the vendor from the Acquisitions home page.Before using the Acquisitions Module you will want to make sure that you have completed all of the set up. click on the name of the vendor you want to view or edit To make changes to the vendor. enter that in the 'Discount' field You can enter item specific discounts when placing an order GST rate is for any tax the vendor may charge Notes are for internal use 7. It will also be an option when creating a basket page 132 . the end date must not be before today's date.2. Add a Vendor To add a vendor click the 'New Vendor' button on the Acquisitions page The vendor add form is broken into three pieces The first section is for basic information about the Vendor Of these fields. the rest of the information should be added to help with generating claim letters and invoices The second section is for information regarding your contact at the Vendor's office None of these fields are required. set your Acquisitions System Preferences and Acquisitions Administration to match your library's workflow. 7.3. First. they should only be entered if you want to keep track of your contact's information within Koha The final section is for billing information To be able to order from a vendor you must make them 'Active' For List Prices and Invoice Prices choose the currency Currencies are assigned in the Currencies & Exchange Rates admin area If the vendor offers a consistent blank discount. Vendors Before any orders can be places you must first enter at least one vendor. Your search can be for any part of the Vendor's name: From the results. The contract form will ask for some very basic information about the contract You will not be able to enter a contract retrospectively.3.2. contracts are set up with a minimum and maximum yearly amount. Vendor Contracts You can define contracts (with a start and end date) and attach it to a vendor.2.2. In some places. Once the contract is saved it will appear below the vendor information. 7.1. 7. This is used so that at the end of the year you can see how much you spent on a specific contract with a vendor.

Pending. When a suggestion is waiting for library review. Managing Suggestions Depending on your settings in the suggestion system preference. choose the 'From a new (empty) record' You will be presented with an empty form to fill in all of the necessary details about the item you are ordering If you want to search other libraries for an item to purchase you can use the 'From an external source' option which will allow you to order from a MARC record found via a Z39. Reasons for accepting and rejecting suggestions are defined by the SUGGEST authorized value. The status will also be updated on the patron's account in the OPAC and an email notice will be sent to the patron using the template that matches the status you have chosen. Clicking 'Manage suggestions' will take you to the suggestion management tool. If there are no pending suggestions you can access the suggestion management tool by clicking the 'Manage suggestions' link on the menu on the left of the Acquisitions page.7. simply click 'Order' to be brought to the order form All of the details associated with the item will already be listed under 'Catalog details' If you allow patrons to make purchase suggestions (learn more in the Managing Suggestions section of this manual) then you can place orders from those suggestions From the results. Clicking on the blue headings will expand the filtering options and clicking '[clear]' will clear all filters and show all suggestions.. The notes fields are optional and can contain any type of information. click 'Save' Once your basket is created you are presented with several options for adding items to the order. 7.50 search page 133 . Placing Orders To place an order you must first search for the vendor or bookseller you want to send the order to. For libraries with lots of suggestions. click 'Order' next to the item you want to order and you will be presented with the order form From this form you can make changes to the Catalog Details if necessary To order from a record that can't be found anywhere else.. Each accepted or rejected suggestion will show the name of the librarian who managed the suggestion and the reason they gave for accepting or rejecting it (found under 'Status'). 7. you will also have an option to choose which contract you're ordering these items under. If you have added contracts to the vendor you're ordering from. Clicking 'Cancel' to the right of the box will bring back the pull down menu with authorized reasons. If you are ordering another copy of an existing item. You can also choose to completely delete the suggestion by checking the 'Delete selected' box.4.4.1. Once you have clicked 'Submit' the suggestion will be moved to the matching tab. you can simply search for the record in your system From the results. patrons may be able to make purchase suggestions via the OPAC. Your suggestions will be sorted into three categories: Accepted. it will appear on the Acquisitions home page in the list of links on the left of the page. When finished. If you choose 'Others. and Rejected.3.' as your reason you will be prompted to enter your reason in a text box. there are filters on the left hand side of the Manage Suggestions page to assist in limiting the number of titles displayed on the screen. When reviewing 'Pending' suggestions you can choose to check the box next to the item(s) you want to approve/reject and then choose the status and reason for your selection. Create a basket To create a basket you have several options from the vendor search results page: From here you can choose to create a new basket by clicking 'New basket' under 'Manage orders' or by clicking 'Add basket' When adding a basket you want to give it a name that will help you identify it later.

Receiving Orders Orders can be received from the vendor information page page 134 . A basket with at least one items marked as 'uncertain price' will not be able to be closed Clicking the 'Uncertain Prices' button will up a list of items with uncertain prices to quick editing The Uncertain Prices page is independent of the basket. The vendor price will be used to calculate the rest of the amount fields below If the price is uncertain. A basket with at least one uncertain price can't be closed If you added Planning Values when creating the Fund those values will appear in the two planning value fields Once an item is added to the basket you will be presented with a basket summary From here you can edit or remove the items you have added. it is possible to have one basket in a basket group if that's the workflow used in your library.From the results click the Order link next to the item you want to purchase If the item you're ordering from an external source looks like it might be a duplicate. choose the 'Add orders' link From the list of records. you have several staff members that create baskets. and. create a new bib record. Clicking 'Print' below your order will generate a PDF for printing. 7. 7. Once you have entered the info about the item you need to enter the Accounting information. Quantity is populated by the number of items you've added to the order above The list of budgets is populated by the budgets you have assigned in the Acquisitions Administration area. That said. or cancel your order of this item. click 'Add order' next to the item you want to add to your order From the order form you will not be able to edit the catalog details.3. 7. The PDF will have all of your library information followed by the items in your order. Also on the summary page you have the option to edit the information you entered about the basket by clicking the 'Edit basket header information' button.5.4. deleting the basket altogether by clicking the 'Delete this basket' button. In the order form that pops up you will not be able to edit the catalog details The final option for ordering is to order from a staged record (learn more about staging records) From the list of files you are presented with.4. Koha will warn you and give you options on how to procede From the warning you can choose to just order another copy on the existing bib record. or exporting your basket as a CSV file by clicking the 'Export this basket as CSV' button. at the end of a period of time. In some libraries. Once you're sure your basket is complete you can click 'Close this basket' button to indicate that this basket is complete and has been sent to the vendor. so you will see all items on order for this vendor with uncertain prices. Printing baskets When you are finished adding items to your basket you want to click 'Close this Basket' You will be asked if you want to create a purchase order at this time. check the uncertain price box. someone then groups them together to send to the vendor in bulk. Your completed order will be listed on the Basket Grouping page for the printing or further modification. Create a basket group A basket group is simply a group of baskets. it is linked to the vendor.2.

Using the Order Search you can search for items that have been ordered with or without the vendor. To the right of each late title you will be see a checkbox. Upon clicking on the link to 'Late Orders' from the Acquisitions page you will be presented with a series of filter options on the left hand side. You can enter info in one or both fields and you can enter any part of the title and/or vendor name.or the vendor search results page After clicking 'Receive shipment' you will be asked to enter a vendor invoice number and a shipment received date.1. Once you have made any changes necessary. but managed only by you A Open List can be seen and managed by everybody A list can also be created from the catalog search results page 135 . To receive a specific item. You will also see that the item is received if you view the basket 7. Check off the ones you want a claim letter sent to and click 'Claim Order. If you would rather use a different acquisition claim letter (other than the default) you can create that in the notices module and choose it from the menu above the list of late items. click 'Save' to mark the item as received. Create a List A list can be created by visiting the Lists page and clicking 'New List' The new list form offers several options for creating your list: The name is what will appear on the list of Lists You can also choose how to sort the list Finally there are three types of lists you can choose from A Private List is managed by you and can be seen only by you A Public List can be seen by everybody.6.' This will automatically send an email to the vendor at the email address you have on file. The Cart is a session specific storage space. 7. You can also choose to only receive 1 of multiple items if only 1 arrived. Lists & Cart Lists are a way to save a collection of content on a specific topic or for a specific purpose. Once you filter your orders to show you the things you consider to be late you will be presented with a list of these items. Claims & Late Orders If you have entered in an email address for the vendors in your system you can send them claim emails when an order is late. click the 'Receive' link to the right of the item.1. 8.1. Acquisition Searches At the top of the various Acquisition pages there is a quick search box where you can perform either a Vendor Search or an Order Search. In the Vendor Search you can enter any part of the vendor name to get results. Chapter 8. From this form you can alter the cost information. Before you can send claims you will need to set up an acquisitions claim notice. The receive page will list all items still on order with the vendor regardless of the basket the item is from. Lists 8.7.

8. It is important to rebuild your zebra index immediately after merging records. If you would like to enable the cart in the staff client. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge. 8.' To add things to the cart. The primary record will now show the data you chose for it. you need to set the intranetbookbag system preference to 'Show. The easiest way to merge together duplicate bibliographic records is to add them to a list and use the Merge Tool from there. and the second record will be deleted. If you choose more than or fewer than 2.3. emailing) or for getting a list of items to be printed or emailed to yourself or a patron. From the list.Check the box to the left of the titles you want to add to the new list Choose [New List] from the 'Add to:' pull down menu Name the list and choose what type of list this is A Private List is managed by you and can be seen only by you A Public List can be seen by everybody.4. The cart is best used for performing batch operations (holds. Once you have completed your selections click the 'merge' button. click the 'Merge selected items' button. search the catalog and select the items you would like added to your cart and choose 'Cart' from the 'Add to' menu A confirmation will appear below the cart button at the top of the staff client page 136 .2. but managed only by you A Open List can be seen and managed by everybody Once the list is saved it will accessible from the Lists page and from the 'Add to' menu at the top of the search results.2. If a search is performed for a record which has been deleted Koha will present the patrons with an error in the OPAC. visit the Lists page on the staff client Clicking on the 'List Name' will show the contents of the list 8. Add to a List To add titles to an existing list click on the list name from the page of lists From the List page you can add titles by scanning barcodes into the box at the bottom of the page A title can also be added to a list by selecting titles on the search results page and choosing the list from the 'Add to' menu 8. printing. You will be presented with the MARC for both of the records (each accessible by tabs labeled with the bib numbers for those records).1. Cart The cart is a temporary holding place for items in the OPAC and/or staff client.1. Merging Bibliographic Records Via Lists Merging will only work with two items that use the same bibliographic framework.1. To do this you want to make sure that all 952 files are selected before completing the merge. uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record. Should you try to add a field that is not repeatable two times (like choosing the 245 field from both record #1 and #2) you will be presented with an error Most importantly you want to make sure that all of the items from the two records are attached to the new record. check the two items you want to merge. Viewing Lists To see the contents of a list. By default the entire first record will be selected. you will be presented with an error: Once you have selected the records you want to merge. The cart will be emptied once the session is ended (by closing the browser or logging out).

visit the Koha Wiki: http://wiki.hb=HEAD.1. run the report. When you are finished you will be presented with the SQL generated by the report wizard.org/cgi-bin/gitweb. Add Custom Report 9.sql. simply click Finish.org/wiki/SQL_Reports_Library.' From this list you can edit any custom report by clicking 'Edit SQL' page 137 . 9. Tabular is the only option available. Report from SQL In addition to the report wizard.1. Edit Custom Reports Every report can be edited from the reports lists. If you choose to save the report you will be asked to name your report and enter any notes regarding it. Step 6: Choose data order. Step 4: Choose any limits you might want to apply to your report (such as item types or branches).f=installer/data/mysql/kohastructure.cgi?p=koha.1. From here you can make edits.1. To add your query. Step 5: Perform math functions. simply fill in the form presented 9. For now. simply click Next instead of making an option. Reports 9. click 'Use Saved. If you don't want to do any calculations. or schedule a time to have the report run. simply click Next instead of making an option. Guided Report Wizard The guided report wizard will walk you through a six step process to generate a report.git. Custom Reports Koha's data is stored in a MySQL database which means that librarians can generate nearly any report they would like by either using the Guided Reports Wizard or writing their own SQL query. 9. Step 1: Choose the module you want to report on.1. To find reports written by other Koha users. You can select multiple fields and add them all at once by using CTRL+Click on each item you want to add before clicking the Add button.koha-community. you have the option to write your own queries using SQL.1. If you want the data to print out in the order it's found in the database.2. Once your report is saved it will appear on the 'Use Saved' page with all other saved reports.sql or online at: http://git.1.koha-community.a=blob_plain.1. You can also find your database structure in /installer/data/mysql/kohastructure.2. From here you can choose to save the report by clicking 'Save' or copy the SQL and make edits to it by hand.Clicking on the Cart icon will provide you with the contents of the cart From this list of items you can perform several actions 'Send' will send the list to the email address you enter 'Download' will allow you to download the cart using one of 3 default formats or your CSV Profiles 'Print' will present you with a printable version of the cart 'Empty and Close' will empty the list and close the window 'Hide Window' will close the window Chapter 9. Step 2: Choose a report type.1. This will determine what tables and fields are available for you to query. If you don't want to apply any limits. Step 3: Choose the fields you want in your report. To see the list of reports already stored in Koha.

choose which value you would like to appear in the Column and which will appear in the Row. You can also choose to export to a file that you can manipulate to your needs. you may see some query information above your results table. If you choose to output to the browser your results will print to the screen. If you choose to output to the browser your results will print to the screen. set your date range. once for 'Type' of 'Checkout' and again for 'Renewal.2.2.1. date XXX.' or date.2. If you choose to output to the browser your results will print to the screen. an example range would be: 11/01/2009 to 12/01/2009 For a whole year. If you choose to output to the browser your results will print to the screen.' This report uses 'Period. an example range would be: 01/01/2009 to 01/01/2010 For a single day.2. For example. page 138 . note that you get to choose between counting or summing the values. Circulation Statistics Using the form provided. 9. To get a complete picture of your monthly or daily circulation." For a whole month. Statistics Reports Statistic reports will show you counts and sums.</br> Example: "I want circulation data starting with date XXX up to. Choosing amount will change your results to appear as the sum of the amounts spent.1. 9. To find daily statistics. These reports are all about numbers and statistics. If you choose to output to the browser your results will print to the screen. 10/1 to 11/1 to find statistics for the month of October. choose which value you would like to appear in the Column and which will appear in the Row. filtering that allows you to limit to a month by simply selecting the first day of the first month through the first day of the next month. 9. for reports that return more detailed data. Patron Statistics Using the form provided. choose which value you would like to appear in the Column and which will appear in the Row. You can also choose to export to a file that you can manipulate to your needs.9. choose which value you would like to appear in the Column and which will appear in the Row. 9. Tracking in house use Using the Circulation statistics reporting wizard you can run reports on in house usage of items simply by choosing 'Local Use' from the 'Type' pull down: 9.4. an example would be: 11/15/2009 to 11/16/2009 to find what circulated on the 15th 9. you can run the report twice.2. Based on your selections. Serials Statistics Using the form provided. Acquisitions Statistics Using the form provided. You can also choose to export to a file that you can manipulate to your needs. You can also choose to export to a file that you can manipulate to your needs.4.3. use the Guided Report Wizard.2. but not including.5. Catalog Statistics Using the form provided.2.2. When generating your report. choose how you would like to list the serials in your system.

page 139 . Confirm your selections to save the definition.12. These will be automatically populated with options available in your database.8. Average Loan Time This report will list the average time items are out on loan based on the criteria you enter: If you choose to output to the browser your results will print to the screen. If you choose to output to the browser your results will print to the screen.2.2.2. Step 3: Choose columns to query from the tables presented. 9.10.9. You can also choose to export to a file that you can manipulate to your needs. Lost Items This report will allow you to generate a list of items that have been marked as Lost within the system 9. Catalog by Item Type This report will list the total number of items of each item type per branch. Patrons with no checkouts 9. You can also choose to export to a file that you can manipulate to your needs. Step 4: Choose the value(s) from the field(s). Patrons with the most checkouts This report will simply list the patrons who have the most checkouts. If you choose to output to the browser your results will print to the screen. click 'New Definition' on the Reports Dictionary page and follow the 4 step process. If you choose to output to the browser your results will print to the screen.2.7. 9. You can also choose to export to a file that you can manipulate to your needs. You can also choose to export to a file that you can manipulate to your needs.You can also choose to export to a file that you can manipulate to your needs. This is a good way to add in filters that the report wizard doesn't include by default. 9. 9.11. or filter.6. Items with no checkouts This report will list items in your collection that have never been checked out.2. If you choose to output to the browser your results will print to the screen. Most Circulated Items This report will simply list the items that have the been checked out the most.2.2.3. Step 1: Name the definition and provide a description if necessary Step 2: Choose the module that the will be queried. Report Dictionary The report dictionary is a way to pre-define common filters you'd like to apply to your reports. 9. You can also choose to export to a file that you can manipulate to your needs. To add a new definition. 9.

Results Overview After performing a search the number of results found for your search will appear above the results By default your search results will be sorted based on your OPACdefaultSortField and OPACdefaultSortOrder system preference values. For more on searching check the 'Searching' chapter in this manual. Search Results To search the OPAC you can either choose to enter your search words in the box at the top of the OPAC or click on the 'Advanced Search' link to perform a more detailed search.1.1. Note that even if you filtered on one library location all locations that hold the item will appear on the search results. Search RSS Feeds You will be able to subscribe to your search results as an RSS feed by clicking the RSS icon in your address bar or next to the number of results. OPAC This chapter assumes that you have the following preferences set as follows: OPACXSLTResultsDisplay = using XSLT stylesheets OPACXSLTDetailsDisplay = using XSLT stylesheets DisplayOPACiconsXSLT = show If your system preferences are set differently your displays may differ.2. 10. 10. That means that once you log out of the OPAC or close the browser you lose the items in your cart. 10. To learn more about lists. A list is a more permanent location for saving items.3.1.1. Under each title on your results list a series of values from your leader will appear. this data is all pulled from your leader. Filters To filter your results click on the links below the 'Refine Your Search' menu on the left of your screen 10.3.Your definitions will all appear on the Reports Dictionary page Then when generating reports on the module you created the value for you will see an option to limit by the definition at the bottom of the usual filters. Chapter 10.1. Subscribing to search results as RSS feeds will allow you to see when a new item is added to the catalog in your area of interest. To learn more about what RSS feeds are check out this tutorial video.2. Bibliographic Record 10. check the Lists in the Staff Client chapter of this manual. 10.1. Lists & Cart A cart is a temporary holding place for records you're interested in finding during this session. 10. It is important to note that this has nothing to do with the item types or collection codes you have applied to your records. Lists page 140 .3. If you have turned on Enhanced Content preferences you may have book jackets on your search results. Below each title you will see the availability for the items attached to the record. To change this you can choose another sorting method from the pull down on the right.

2. To add multiple titles to a list check the boxes on the left of the titles you want to add and then choose the list you want to add the titles to from the 'Add too' pull down at the top of the screen. All of these operations follow the same procedure as they do when performing them in the OPAC.3. You will be presented with a confirmation of your tags being added.3. Each bibliographic record has a comments tab below the bibliographic information.2. If you are allowing patrons to add tags from the search results screen you will see an input box below each result and a 'Tag' option at the top of the screen.4. In addition to the various different ways to save the contents of your cart. TagsInputOnList and TagsInputOnDetail preferences you may be able to add tags to bibliographic records from the search results and/or bibliographic records. Publisher Info. From this window you are presented with several options. In addition to sending your cart you can download the contents of your cart in several pre-defined formats or using a CSV Profile that you defined in the Tools module. Managing the Cart Once you have titles in your cart you can manage the contents by clicking on the 'Cart' button usually found at the top of the screen to the right of the search box.2. Clicking this link will open a pop up window with a box for their comments. Clicking this link will open up a new window that asks for the email address and message to send. By selecting one or more titles from the cart you can add them to a list (click 'Add to a List'). On the search results options to add items to the list appear below each result and across the top of the results page To add a single title to a list. 10.2. Enhanced Content 10. Notes and more). This is handy if you want to send the resources you found at the library to your home email account to refer to later or to send to a patron researching a specific topic.2. After clicking the button it will change into an input box for you to add tags to all of the items you have selected.4.1. page 141 . there are ways to add value to the data in your cart. Comments Patrons can leave comments in the OPAC if you have the reviewson preference set to allow this.3.1. Cart 10. 10. Clicking this will show you additional information about the titles in your card (ISBNs.1.3. First is the 'More details' button. or tag them (click 'Tag'). On the search results options to add items to the cart appear below each result and across the top of the results page Clicking the 'Add to Cart' button will add the one title to your cart. Finally you can print out the contents of your cart by choosing the 'Print' link. Subjects.3. Next is the option to send the contents of your cart to an email address. Tagging Depending on your settings for the TagsEnabled. 10. From the results you can also tag items in bulk by clicking the checkboxes on the left and then clicking the 'Tag' button at the top. To add multiple titles at once. Managing Lists 10.1. Once titles are added to the cart you will be presented with a confirmation 10. Across the top of the cart are several buttons. check the box to the left of each result and the choose 'Cart' from the 'Add to' pull down at the top of the screen. If the patron is logged in they will see a link to add a comment to the item. Adding titles to the Cart Titles can be added to the cart from the search results and/or from the bibliographic record.2. Adding titles to Lists Titles can be added to lists from the search results and/or from the bibliographic record.4. To add a tag to one item. Your cart will open in a new window. place hold(s) (click 'Place hold').10. type the tabs (separated by commas) in the 'New tag' box and click 'Add'. click the 'Save to Lists' option and then choose the list you'd like to add the title to.1.

An example of usage can be found at: misc/cronjobs/rss. Learn more about and download Zotero at http://zotero. 10. 10.1. Clicking that folder will open up a list of titles on the page for you to pick from to add to Zotero. If you have OpacRenewalAllowed set to 'Allow' then your patrons will be able to renew their books right from the OPAC.conf) lists name of the template file to use path of output file SQL query rss. Custom RSS Feeds Using misc/cronjobs/rss/rss.4. Zotero Zotero is a Firefox add on that allows for the saving and generating of a bibliography. The 'Fines' tab will show just a total of what the patron owes.g. Items that are ready for pickup will be highlighted in yellow.org.pl lastAcquired. daily) to keep the feed up-to-date. you will see a folder icon in the address bar to the right of the URL.' Finally. This will add the title to Zotero. The configuration file (e. the patron will see their comment as pending and other patrons will simply see that there are no comments on the item. If you would like to get from any other page your account in the OPAC. Other patrons will see the comment with the name of the patron who left the comment. 10.g. then feeds the output of the query through the template to produce the output file.2.3.4.pl is run on the command line to produce an RSS XML document. rss.4. If you don't charge fines at your library you can turn the display of these tabs off by setting the OPACFinesTab preference to 'Don't Allow. click on your name in the top right of the OPAC. Patron Flags If you have flagged your patron's account they may see one of the following error messages at the top of their account. Select the titles you want to add to Zotero and then click the 'OK' button. if you have Zotero installed.pl should be run periodically (e. Clicking on the 'Overdue' tab will show only the items that are overdue. Clicking on the total will take them to the 'my fines' tab where they will see a complete breakdown of their fines and bills. To use custom RSS feeds you need to turn on the cron job. Once the comment is approved the patron will see the comment highlighted in yellow as their comment. Once logged in patrons are brought to their account summary.pl runs the SQL query. Card marked as lost Patron address in question this error message will not include a link to the update form if you have OPACPatronDetails set to 'Don't allow' page 142 . lastAcquired. You can see the title by opening your Zotero library. 10. patrons will see all of the items they have checked out with the overdue items highlighted in red. clicking on the 'Holds' tab will show the patron the status of all of the items they have on hold.. 10.5. The output should be placed in a directory accessible to the OPAC (or staff) web interface so that users can download the RSS feed.conf Normally rss..Once the comment has been typed and the 'Submit' button clicked. My Account From the OPAC patrons can log in and access their account if you have set the opacuserlogin preference to 'Allow'. My Summary From the 'my summary' tab. When on the search results in the Koha OPAC.pl you can generate an RSS feed for any SQL query (for example a new acquisitions RSS feed).5.5.

My Tags If your library has TagsEnabled set to 'Allowed' then the next tab on the left will be 'my tags. My Search History If you have your EnableOpacSearchHistory preference set to 'Allow' then your patrons can access their search history via the 'my search history' tab. If the OPACPatronDetails preference is set to 'Don't allow' then patrons will simply see their details in plain text.10. This is the option for users who want to keep track of what they are reading. Clicking on any of the search phrases will re-run the search for the patron.9.5.3. From here patrons have the ability to remove tags that they have added if they want.' 10. 10.5. This will show the patron their entire reading history unless they have asked the library to not keep that information via the 'my privacy' tab which will appear if you have the OPACPrivacy preference set to 'Allow. 10.5. Depending on the patron's suggestions the contents of the 'my reading history' tab and the 'Circulation History' tab in the staff client may change. Patrons will be presented with a standard form asking them to enter their old password and then their new password twice.5. Change My Password Next.Patron marked debarred 10. Clicking this button will not delete items that are currently checked out. The patron can choose from three options: Forever: keep my reading history without limit. but will clear the patron's past reading history.' This tab will allow the patrons to decide how the library keeps their circulation history data.4.5. 10. your patrons will see a form filled in with their contacting information by clicking on the 'my personal details' tab.7.6.5. Default: keep my reading history according to local laws.' This tab will show patrons all of the tags in the system as a cloud and then all of the tags they have applied in a list format.' Opening this tab will show the patron an entire history of their accounting at the library.8. 10. Patrons can edit their details in this form and click 'Submit Changes' to have their edits sent to the library for review before their record is updated.5. 10. My Reading History Depending on your library's setting for opacreadinghistory your patrons may see the 'my reading history' tab next. The search history is a record of all searches run by the patron. My Fines If your library charges fines the next tab on the left is 'my fines. My Purchase Suggestions page 143 . This will delete all record of the item that was checked-out upon check-in. This is the default option : the library will keep your reading history for the duration permitted by local laws. Never: Delete my reading history immediately. My Details If you have your OPACPatronDetails preference set to 'Allow'.5. My Privacy The 'my privacy' tab will appear if you have both the opacreadinghistory and the OPACPrivacy preferences set to 'Allow. 10. Regardless of the patron's choice they can delete their reading history in bulk at any time by clicking the 'Immediate deletion' button.' where patrons can change their password for logging into the OPAC. if you have OpacPasswordChange set to 'Allow' the next tab will be 'change my password.5. The search history can be deleted by the patron at any time by clicking the 'Delete your search history' link found at the top of this tab or by clicking the little red 'x' next to the 'Search history' link at the top right of the OPAC.

If your library allows patrons to make purchase suggestions the next tab will show all suggestions that the patron made to the library and their statuses. Purchase Suggestions If your library has the suggestion preference set to 'Allow' then patrons will have the option to make purchase suggestions in several areas in the OPAC.' 10. 10. au:rowling su-geo: geographic subjects ex. Searching 11.6. pb:penguin au: author search ex.11. su-geo:wales and kw:description and kw:travel bc: barcode ex. And there will be a link on the patron's My Purchase Suggestions tab. bc:502326000912 page 144 . ti:hamlet su: subject search ex. Chapter 11.5. To disable this tab and the suggestion functionality set the suggestion preference to 'Don't allow. From the form on the 'Title' is required by the library. Clicking any one of these links will open the purchase suggestion form. There will be a link at the top of your OPAC under the search box. Advanced Search Prefixes The following prefixes can be added to search terms in the keyword search box to limit items returned ti: title search ex. if your library has the virtualshelves set to 'Allow' then the last tab will by 'my lists. su:cookery pb: publisher search ex. If you would like the 'Reason for suggestion' menu shown in the screenshot above to appear on your suggestions list you need to add an authorized value category titled 'OPAC_SUG' and include reasons as values in that list.1. There will be a link when the patron finds nothing for their search. My Messaging If your library as the EnhancedMessagingPreferences preference set to 'Allow' then your patrons will be able to choose which messages they receive from the library (with the exception of overdue notices which the library controls). Once the form is submitted the data will be saved to the Acquisitions module for the librarians to manage.12. 10.' From here your patrons can review public lists and create or edit their own private lists. My Lists Finally.5.

su. The CCL standard itself doesn't specify a particular set of qualifiers. 1. ti. For a complete list of the standard Bib-1 attributes. subject. The third column labeled MARC tags indexed is where you find which MARC tags are mapped to an attribute. plus the Koha local use attributes for Biblio Indexes. usually known as index names. as well as a brief introductory searching guide.2. ut. it's unlikely that you will choose to use them all.50 attribute and Z39..50 bib-1 attributes file. su-geo.html.) The third file (etc/zebradb/ccl. 11. you can search Zebra databases using an enormous variety of programs and toolkits. The first two columns labeled Z39. In the MARC tags indexed column. Guide to Searching Becky BellOctober 2008Nicole C. or indexes. pl. and an. su-ut. The second file (etc/zebradb/marc_defs/[marc21|unimarc]/biblios/record.50 name matches the Z39. such as the structure attribute. Indexing and Searching Description Koha's databases are indexed by the Zebra open-source software. rtype.abs) contains the abstract syntax which maps the MARC21 tags to the set of Use Attributes you choose to use. there are some conventions used that have specific meanings.pubdate. sn. ln. ISSN. acqdate. su-na. The rules established in this file provides a passable Bath level 0 and 1 service.50. ns. for this database are: pn. XML. pb. and Completeness. ab. which includes author. Qualifiers are used to direct the search to a particular searchable index.att) contains the Z39. ISBN. The following description provides a definition for the word 'qualifiers'. ctype.loc. but it does suggest a few shorthand notations. MARC) and provides access to them through a powerful combination of Boolean search expressions and relevance-ranked free-text queries..1. as well as a brief introductory searching guide. The indexing fields described in this document relate to the bibliographic data and does not address authority database indexing. They are: A three digit tag (100) means that all subfields in the tag can be used in a search query. mc-rtype. mus. incremental database updates on live systems. Structure. The other five attribute sets define the various ways that a search can be further defined. Your local indexing may vary. Position. and will not specifically be addressed in this document. The Koha Indexing Chart summarizes the contents of all three of these files in a more readable format. general-purpose structured text indexing and retrieval engine. Truncation.2. go to http://www. The attributes you elect to use are those that become the indexing rules for your database.pdf This brief guide will explain a chart that shows a sample of how a MARC21 database can be configured. It is also possible to set other attributes.50 Bib-1 profile is made up of several different types of attributes: Use. the other attributes are used primarily when doing searches. tens of gigabytes of data). Because Zebra supports the industry-standard information retrieval protocol. You can customize the CCL parser to support a particular set of qualifiers to reflect the current target profile. page 145 . It allows safe. which understands this protocol. su-to. email. title. The Z39. The qualifiers. a qualifier would map to a particular use-attribute within the BIB-1attribute set. So. The bib-1 'Use' attribute is represented on the chart. keyword and exact services such as standard identifiers (LCCN. etc.. Relation.50 bib-1 attribute list. callnum. cpn. au.User's Guide and Reference. Zebra supports large databases (tens of millions of records. The fourth column labeled Qualifiers identifies the search abbreviations used in the internal CCL query. 11. Traditionally.2. both commercial and free. The indexing fields described in this document relate to the bibliographic data and does not address authority database indexing. While there are over 150+ use attributes that could be used to define your indexing set.properties) is the Common Command Language (CCL) field mappings. Items Index. The indexing described in this document is the set used by SouthEastern University. and Fixed Fields and other special indexes. The overview to the documentation describes Zebra as: ". p..2. such as title (ti) and author indexes (au). It reads records in a variety of input formats (eg.Zebra is a high-performance." Zebra . if you enter a search for 'Jackson' as an author. This file combines the bib-1 attribute set file and the abstract file and adds the qualifiers. lcn. kw. The first configuration file (etc/zebradb/biblios/etc/bib1. you will retrieve records where Jackson could be the last name or the first name. Engard This brief guide will explain a chart that shows a sample of how a MARC21 database can be configured. http://www. cfn. yr. nt. Z39.indexdata. nb.dk/zebra/doc/zebra.lex: lexile levels lex:510 11. se. A three digit tag that has a '$' followed by a letter (600$a) means that a search query will only search the 'a' subfield.gov/z3950/agency/bib1. Indexing Configuration There are three configuration files that Koha uses while indexing.

To start a search. 'p' (phrase). You should retrieve The gods themselves. The 'not' operator excludes records with the term that follows the operator. subfields. page 146 . by call number. and 'not'. If you have more concepts you want to include in your search. 'or'. year range. so you could also enter the search as "mashups library". The fixed field attributes currently represent the BK codes. This option can be found on the Administration > System Preferences > Searching page. you can move to the Advanced Search page by clicking on the Search option on the persistent toolbar. The first limiting section on the Advanced Search page provides a quick and simple way to use the Boolean operators in your search. Then. In front of the search word. Then. could be defined. The most common values you'll see are 'w' (word). You can search using the Boolean operators AND. or a 'greater than (>)' or 'less than (<)' year. you can set defaultSortField to one of the other choices in Administration > System Preferences > Searching. content. In this section you can choose among the many indexes by clicking on the arrow in the first box.A three digit tag that is followed by a ':' and a letter (240:w) means that a search query can be further qualified. you can choose the Boolean operator you want to use in your search. You will type the year. OR. The response to this search is: The order of the words does not affect the retrieval results. by dates. Note that this display depends on a system preference setting. or additional content types. When you have more than one word in the search box. These attributes are most commonly used for limiting. you would again choose the index to search.4. The contents of the MARC tags. you can choose how the results will be sorted. a keyword search is performed. Finally.2. You'll select the major words and enter them into the persistent search box. 11. limit by year and language. repeat the search with a minor change. When a single word is entered.3. followed by its results: When you use the Boolean operators to broaden or narrow a search. Other format codes. limit by item type. The pre-defined sort options are in the final area of the Advanced Search screen. Suppose you want to find material about how libraries are using mashups. You can check this out by typing one word into the form and note the number of results located. The response to this search is results Too many words in the search box will find very few matches. Note: If you leave this expandedSearchOption set to 'don't show'. Basic Searching The search box that library staff and library patrons will see most often is the persistent search box at the top of the page. Koha will still do a keyword search. then the Boolean connector 'and' will narrow your search to those items with all words contained in matching records. and/or fixed field elements that are listed in this chart are all indexed. if needed. and NOT. line 9 is one example. limit by subtypes audience. although an LC card number specific index doesn't exist. Koha interprets the searches as keyword searches. you can click the [+] to add another line for your search. However.2. The results will be identical. you enter a word or multiple words in the search box. this is the display you will see: The Advanced Search page then shows the multiple kinds of limits that can be applied to your search results. format. as the following example illustrates: 11. Each word will be searched on its own. So. The options are 'and'. 's' (sort). The blank box that follows is where you enter your first search term or terms. The letter following the ':' identifies how to conduct the search. To verify this. Either check a box or select from the drop down menus to narrow your search. although you can choose to sort by author. and 'n' (numeric). You'll see that every attribute line is not mapped to a specific qualifier (index)-LC card number. you can still search by the LCCN since tag 010 is assigned to the LC-card-number attribute. The option called expandedSearchOption must be set to 'show' to see the following display. by location and by availability. The Advanced Search page offers many ways to limit the results of your search. Advanced Searching When you can't find the most appropriate material with a general search. by Isaac Asimov. but a bit differently. The 'and' operator narrows the results you'll retrieve because the search will retrieve the records that include all your search terms. by title. On the second line. The 'or' operator expands the results because the search will look for occurrences of all of your search terms. enter 72180055 in the persistent search box. or by popularity. every indexed word (a string of characters preceded and succeeded by a space) can be searched using a keyword (kw) search. type 'kw=' followed by the same search term. A sample search is shown next. The default sort is by relevance. remember the action of each operator. followed by the second term or terms. Examples of fixed field elements indexing can be seen on the chart between Attribute 8822 and Attribute 8703. If you would prefer a different default sort.

1. mc-rtype. operators and limiters are available and being used to conduct their search. A qualifier (index) maps to a particular use-attribute within the Z39. it's possible to customize that set by adding needed indexes based on local requirements.2. The searcher can use the Advanced Search when more precise results set are desired and where the search indexes are somewhat known.html. 11. Indexes The CCL standard itself doesn't specify a particular set of qualifiers (indexes).1. Audience Examples aud:a Easy aud:cc Juvenile aud:d Young adult aud:e Adult 11. Koha has a default set of indexes. and 'su'. mus au.50 BIB-1 attribute set.5. The indexes. some library users and many library staff prefer using a command based structure. 11.pubdate acqdate ln pl ab nt rtype.5.50 Bib-1 Attribute mapped to the indexes are: Table 11-1.2. operators. and limiters used are identical to those used in the graphical interface. su-to. The standard Koha set of indexes is a fairly common example of MARC21 indexing rules. but it does suggest a few short-hand notations such as 'ti'.loc.5.gov/z3950/agency/bib1. The complete Z39. su-geo. Searches initiated in the graphical interface use this protocol as well. This part of the document will present and explain the use of the Koha command based structure.2. although the searcher doesn't know which indexes. However. Contents Examples fic:1 Fiction fic:0 Non Fiction page 147 . 'au'.2. The indexes that are defined in Koha are indexes typically used by other integrated library systems. The defined Z39.1. Common Command Language Searching Koha uses the Common Command Language (CCL) (ISO 8777) as its internal search protocol. Attributes Bib-1 Attribute Personal-name Corporate-name Conference-name Title Title-series Title-uniform ISBN ISSN Local number Local-classification Subject Pubdate Date-of-Acquisition Language Place-of-publication Abstract Notes Record-type Author Subject-person-name Any (keyword) Publisher Content-type Koha-Auth-Number Author-personal-bibliography Author-in-order pn cpn cfn ti se ut nb ns sn lcn and callnum su.50 Bib-1 Attribute can be viewed at http://www. aut su-na kw pb ctype an aub auo Qualifier (index) Refer to the Koha Indexing Chart for the MARC21 tags mapped to each Bib-1 Attribute and index combination.11.2. su-ut yr.5.1.

There is a specific order to the CCL search syntax. formatted as 'itype:x'.2. To construct a CCL search. you can use multiple words. The code you assigned is used as a CCL search limit. Workbooks itype:SR Audio Cassettes. '<' (less than). go to the Advanced Search page.phr=search words. author. or subject. you can achieve more specificity while using the persistent search box on any page. Koha automatically uses the 'and' Boolean operator to create a set of records matching your input. a search was done for the words 'supreme court'. CDs itype:IR Binders page 148 . you can use the '>' (greater than). so your item type limiters may be different than the initial ones.bio:b Biography mus:j Musical recording mus:I Non musical record 11. The name will appear on the Advance Search page. 'or'. of course. however. Following are examples of simple CCL searches. The results illustrate that the search index and the word order make a difference in search results. itype:BKS Books.st-numeric=>2000 When you limit by date. You can also choose to use limiters in your search query. The initial set of item types in Koha will usually be edited to reflect your collections. In all By Date: su=supreme court and yr. You can also apply the same limits with CCL by using the syntax in the following examples. ti=principles of accounting and au=brown joseph su=poetry not su-na=Shakespeare kw=communication and su=debate You can also choose to search for things that start with a character or series of characters ti. Only the results count and the search itself is in these examples. Although it can be used for simple searches. ti=principles of accounting au=brown joseph su=poetry su-na=Shakespeare kw=marlin You can refine your search by combining search terms with Boolean operators 'and'.2. where 'x' is the assigned code. You can also refine your search as a phrase when looking for a title. and item types.5. When you set up item types. first enter a desired index code. or 'not'. you can either click a box or key in data to limit your search. To illustrate the results of various search types. followed by your search word(s). Following are examples of searches using Boolean operators. Search Syntax In the persistent search box. you define a code and a name for each one. single words generally retrieve large sets. In the Advance Search. as it affords you a great deal of control over your search results. it is an especially effective way to perform complex searches. '=' (equal). By Item Type: su=nursing and itype:BK Each library will have a different set of item types defined in their circulation configuration. or 'yyyy-yyyy' (range) symbols. record types. Some common limiters include dates. To narrow a search. The search executed will always be between the single quotes. there isn't an obvious way to accomplish that specificity. languages. The initial item type limiters follow.first-in-subfield=C (will show you all titles that start with the letter 'C') Using specific indexes and Boolean operators are not the only way a search can be refined. The library user can. When you want to narrow the search to an author or a title or a subject or some other specific field or use a Boolean operator. then an equal sign. The syntax for this search is index. if you know how to construct a CCL search. Booklets.

1).7. Number-natl-biblio. date-entered-on-file:s:range(data. pubdate:w:range(data. ff7-01:w:range(data.7.7. ctype:w:range(data. not all fields are indexed in the Zebra search engine.4). Indexes Field 001 005 007 Description Control-number Date/time-last-modified Microform-generation:n:range(data. Identifier-standard BNB-card-number. VHS itype:KT Kit itype:AR Models itype:SER Serials By format: su=supreme court not l-format:sr The format limiters are derived from a combination of LDR.1). 11.35. ta:w:range(data. positions 24-27. The formats that are currently defined are the following. Number-db.3).ff7-00:w:range(data.22. 006 and 007 positions.3.5).0.4). but most are. Material-type.23.1). General Online Resources itype:VR DVDs. pl:w:range(data.0.itype:CF CD-ROMs. The only difference in the syntax of the CCL is the actual limiter. There are two other limiter types that are not described in this document. ff8-29:w:range(data.1). ff8-23:w:range(data.34. Identifier-standard:w Identifier-standard ISSN:w.4).4).1). DVD-ROMs. Identifier-standard Number-legal-deposit.3).7.2.0. ff7-01-02:w:range(data.0. lf:w:range(data.11.1. Identifier-standard Identifier-standard ISBN:w. Koha Search Indexes By default. l-format:ta Regular print l-format:tb Large print l-format:fk Braille l-format:sd CD audio l-format:ss Cassette recording l-format:vf VHS tape l-format:vd DVD video l-format:co CD software l-format:cr Website By content type: su=supreme court not ctype:l The content types are taken from the 008 MARC tag.4). pubdate:s:range(data.33. Below are the fields that are indexed in Zebra.15.29.1).5). ln:n:range(data.0) LC-card-number. BGF-number.1).39. Table 11-2. Record-source:w:range(data.1). pubdate:n:range(data. Identifier-standard LC-card-number.24.2) date-entered-on-file:n:range(data. bio:w:range(data. They are reproduced here just in case you would like to use these limiters. Identifier-standard:w Identifier-standard 008 010 011 015 017 018 020$a 020 022$a 022 page 149 . ff7-02:w:range(data. They are: Audience and Content.1). pubdate:y:range(data.

Title-uniform Thematic-number Music-key Title:w. Author-name-personal.023 024$a 024 025 027 028 030 034 037 040 041 043 050$b 050 052 060 070 080 082 086 100$9 100$a 100 110$9 110 111$9 111 130$n 130$r 130$9 130 210 211 212 214 222 240$r 240$n 240 243$n 243$r 243 245$a 245$c 245$9 245 246 247 260$a 260$b 260$c 260 300 400$a 400$t 400$9 400 410 410$a 410$t 410$9 410 Identifier-standard Identifier-other Identifier-standard Identifier-standard Report-number. Title-abbreviated Title. Author-in-order:s Cross-Reference:w. Author-name-personal. Author-name-corporate. Author-title. Title. Identifier-standard Number-music-publisher. Author-title. Title-other-variant Title. Stock-number Code-institution. Author-in-order:w. Name-and-title. LC-call-number:p. Identifier-standard Map-scale Identifier-standard. Title-series Koha-Auth-Number Author. Name. Conference-name Thematic-number Music-key Koha-Auth-Number Title. Dewey-classification:s Number-govt-pub Cross-Reference:w. Author-in-order:p.Author:p. Title-expanded. Title:p. Koha-Auth-Number Title:w. Title:p. LC-call-number:s LC-call-number:w. Personal-name Koha-Auth-Number Author. Title:w. Title-other-variant. Title:s Author. Title-former. Name-and-title. Title-former Title. LC-call-number:p. Title-expanded Title. Author:s. Title-key Music-key Thematic-number Title:w. copydate:s pl Extent:w. Publisher:p copydate. Personal-name Author. Identifier-standard CODEN. Extent:p Name-and-title Author-title. Author-name-corporate. Editor. Title-abbreviated Title. Title-cover:s. Title:p. Title-collective Title-cover:w. Record-source ln Code-geographic LC-call-number:w. Name page 150 . pl:p Publisher:w. Title:p. Title. Author-personal-bibliography:p. Title-cover:p. Author-personal-bibliography. Koha-Auth-Number Author. Title:p Title. Name. Name. Name. LC-call-number:s Geographic-class NLM-call-number NAL-call-number UDC-classification Dewey-classification:w. Corporate-name Koha-Auth-Number Author. Title-series Koha-Auth-Number Author-name-corporate. Author-title. Corporate-name Name-and-title Author-title. Related-periodical pl:w. Title-abbreviated. Author-personal-bibliography:s Author. Title:p. Name-and-title. Title-uniform Title. Name-and-title.

Personal-name Author. Title-series Koha-Auth-Number Note:w. Title. Title. Subject Name-and-title Name-and-title. Subject Name-and-title. Koha-Auth-Number Author. Abstract:p lex:n arl. arl:n arp. Title Koha-Auth-Number Name. Subject. Author:p Thematic-number Music-key Author-title. Title-series Title-series:w. Title.411 411$a 411$t 411 440$a 440$9 440 490$a 490 490$9 500 502 505$r 505$t 505 510 520 521$a 526$c 526$d 590 600$a 600$t 600$9 600 610$a 610$t 610$9 610 611 611$a 611$t 611$9 611 630$n 630$r 630$9 630 650$9 650 651$9 651 652$9 653$9 653 654$9 654 655$9 655 656$9 656 657$9 657 690$9 690 700$9 700$a 700$n 700$r 700$t 700 710 710$t 710$a 710$9 Author. Title-uniform Name-and-title Koha-Auth-Number page 151 . Title-uniform Author. Author-name-corporate. Title-series:p Koha-Auth-Number Title-series:w. Subject Koha-Auth-Number Name. Editor.Subject:p Koha-Auth-Number Koha-Auth-Number Subject. arp:n Note:w. Personal-name. Subject:p Koha-Auth-Number Name-geographic. Title-series:p. Name. Note:p Material-type Author Title Note:w. Author-name-personal. Personal-name. Corporate-name Author-title. Subject:p Koha-Auth-Number Subject Koha-Auth-Number Subject Koha-Auth-Number Subject Koha-Auth-Number Subject Koha-Auth-Number Subject. Title Koha-Auth-Number Name. Note:p Name-and-title. Subject-name-personal. Name-and-title. Name. Title-series Author-name-corporate. Title. Conference-name Name-and-title Author-title. Subject-name-personal. Name Title-series:w. Subject. Subject:p Cross-Reference. Corporate-name Conference-name Name-and-title Name-and-title. Name-and-title. Note:p Indexed-by Abstract:w. Subject Thematic-number Music-key Koha-Auth-Number Subject Koha-Auth-Number Subject. Title-series:p Title.

renewals:w reserves:n. Related-periodical Related-periodical Name-and-title Author-title. restricted:w cn-sort:n.710 711$a 711$t 711$9 711 730$n 730$r 730$9 730 740 773$t 780$t 780 785 800$a 800$t 800$9 800 810$a 810$t 810$9 810 811$a 811$9 811$t 811 830$9 830 840 999$c 999$d 942$0 942$2 942$6 942$c 942$n 942$h 942$i 942$k 942$m 952$0 952$1 952$2 952$3 952$4 952$5 952$6 952$7 952$8 952$9 952$a 952$b 952$c 952$d 952$e 952$f 952$g 952$j 952$l 952$m 952$n 952$o 952$p 952$q 952$r 952$s Author. Name Name-and-title Koha-Auth-Number Author-title. biblioitemnumber:s totalissues:n. Name. Title-series Koha-Auth-Number Author. Local-Number:s biblioitemnumber:n. Title. stack:w issues:n. issues:w. Local-classification:p. Corporate-name. Title. notforloan:w ccode itemnumber:n. Title. Title-former. Date-of-acquisition:s acqsource coded-location-qualifier price stack:n. damaged:w restricted:n. Name. totalissues:s cn-bib-source cn-bib-sort:n. Conference-name Koha-Auth-Number Title. cn-bib-sort:s itemtype:w Suppress:w. Title-uniform Koha-Auth-Number Author-name-corporate. Personal-name Name-and-title Author-title. Name-and-title. barcode:n onloan:n. Conference-name Thematic-number Music-key Koha-Auth-Number Title. Title-series Title. Local-Number:w. Title. itemnumber:s homebranch holdingbranch location Date-of-acquisition. Author-name-corporate. Title-series Author. Title-uniform Title. Suppress:n cn-class cn-item cn-prefix cn-suffix withdrawn:n. Title-other-variant Host-item Title Title. Title-series Local-Number:n. Author-name-personal. Name-and-title. onloan:w datelastseen datelastborrowed page 152 . reserves:w Local-classification:w. Author-name-corporate. cn-sort:s notforloan:n. Date-of-acquisition:d. lost:n classification-source materials-specified damaged:n. Name Name-and-title Author-title. Name-and-title. Local-classification:s barcode. Title-series Koha-Auth-Number Author. biblioitemnumber:w. withdrawn:w lost. issues:s renewals:n. Name.

Note:p Chapter 12. 13. Create a list of libraries and enter their info and codes into Libraries & Groups Define your list of Item Types Define you patron categories and enter the categories and their codes into Patron Categories Enter any additional patron information fields you use in your library in the Patron Attributes Requires that you first set the ExtendedPatronAttributes system preference if you have custom fields Define all of your Authorized Values Collection codes Shelving locations Item statuses (lost.952$t 952$u 952$v 952$w 952$y 952$z copynumber uri:u replacementprice replacementpricedate itype:w Note:w.2. This can be done by entering it all by hand. The 'Perl Modules' tab will show you all of the modules required by Koha. but most people already have their data in electronic format of some sort and just need to reformat it a bit for importing into Koha. the version you have installed and whether you need to upgrade certain modules. Data Migration Before you can start using Koha you'll need to have some data. Server Information Under the 'Server Information' tab you will find information about the Koha version and the machine you have installed Koha on. shelving. items highlighed in red are missing completely and items highlighted in yellow simply need to be upgraded.1. you will need to keep your Perl modules up to date. item type and library codes you entered in the above setting areas) Map your patron data from your legacy system to the Koha fields and migrate (remembering to use the patron and library codes you defined above) page 153 . Perl Modules In order to take advantage of all of the functionalities of Koha. Chapter 13. 12. chat room. This information is very important for debugging problems. About Koha The 'About Koha' area will give you important server information as well as general information about Koha. 12.1. etc). When reporting issues to your support provider or to the various other support avenues (mailing lists. Implementation Checklist The following guide will walk you through the areas of Koha you need to look at in order to prepare to start using the system. not for loan. Items listed in bold are required by Koha. it's always good to give the information from this screen. use restrictions) Plus any others that are needed in your library Optionally define City/Postal Code combos and Road Types for patron entry Map your bibliographic data from your legacy system to Koha fields and migrate (remembering to use the collection.

Localization/Internationalization System Preferences dateformat : Decide how dates are displayed throughout Koha opaclanguagesdisplay : Decide if patrons can choose what language the OPAC appears in opaclanguages : Decide which languages the patrons can choose from language : Decide which languages appear in the staff client 13.3.13. Localization Configuration Koha is used worldwide and so you need to make sure you set your localization preferences so that options throughout Koha appear properly for your location/language. Circulation Configuration Before you start circulating your collection you'll need to set up your rules and preferences for circulation. If your library uses CAS Authentication. Define you Circulation/Fine rules Enter the days your library is closed for fines and due date calculations Circulation System Preferences CircControl : Define whether circ rules are based on item's location. patron's location or transaction location useDaysMode : Define how due dates are calculated finesCalendar : Define how fines are calculated (for every late date or only for days the library is open) SpecifyDueDate : Decide if staff are allowed to override due dates on checkout AutomaticItemReturn : Decide if items are sent back to the owning branch when checked in todaysIssuesDefaultSortOrder : Decide how items checked out today display on the patron record previousIssuesDefaultSortOrder : Decide how items checked out prior to today display on the patron record noissuescharge : Define the maximum amount a patron can owe before checkouts are blocked page 154 . but there are a few that you might want to customize. you can set it to no require log in for the staff client AutoLocation : Require staff to log in to the staff client from a specific IP range IndependantBranches : Prevent librarians from editing content that belongs to other branches Go through the Log System Preferences and decide which actions you want to keep track of in the logs 13. you'll want to set the various CAS system preferences Administration System Preferences KohaAdminEmailAddress : This is the email address that will be used by the system in 'from' lines and to send errors to if there is no email set for the branch noItemTypeImages : Decide if you want to show item type icons in the staff client and opac delimiter : This value will be put in between fields when exporting data from Koha virtualshelves : Decide if you want the staff and/or patrons to use lists in Koha insecure : If your system is behind a local firewall.4.2. Admin Configuration Most of these preferences won't need to be changed to use your Koha system.

you might want to turn this preference on so as to allow you to filter before results appear DisplayClearScreenButton : If you have a lot of staff members sharing one circ computer you might want to enable this so that staff can clear the screen in between checkouts to protect patron's privacy Customize your Notices Define your Overdue Notice Triggers Set up your cron jobs Populate your holds queue (every 1-4 hours) Decide when holds expire (daily) Calculate fines due (daily) Mark long overdue items as lost (daily) page 155 .ReturnBeforeExpiry : Decide if patrons need to return items before their accounts expire AllowOnShelfHolds : Decide if patrons can place holds on items that are marked as being available AllowHoldPolicyOverride : Decide if you want the staff to be able to override the setting for the above at checkout AllowHoldsOnDamagedItems : Decide if patrons can place holds on items that are marked as damaged AllowHoldPolicyOverride : Decide if you want the staff to be able to override the setting for the above at checkout maxreserves : Decide how many items a patron can have on hold at once AllowHoldPolicyOverride : Decide if you want the staff to be able to override the setting for the above at checkout maxoutstanding : Define the maximum amount a patron can owe before holds are blocked AllowHoldPolicyOverride : Decide if you want the staff to be able to override the setting for the above at checkout ReservesMaxPickUpDelay : Define the number of days before a hold expires WebBasedSelfCheck : Decide if you want to use the built in web-based self-checkout system AutoSelfCheckAllowed : Decide if the self-checkout system requires login ShowPatronImageInWebBasedSelfCheck : Decide if you want patron images to show on the self checkout screen AllowNotForLoanOverride : Decide if you want the staff to be able to checkout items marked as ‘not for loan' AllowRenewalLimitOverride : Decide if you want staff to override the limit put on renewals RenewalPeriodBase : Decide what date renewals are based on finesMode : Switch to ‘Calculate and Charge' before go live if you charge fines OverdueNoticeBcc : If you want to receive a copy of every overdue notice sent out. enter your email address here emailLibrarianWhenHoldIsPlaced : Decide if you want an email every time a hold is placed ReservesControlBranch : Decide which branch's hold rules are considered first soundon : Decide if you want to have sounds on for circulation actions globalDueDate : If you want all your books due on the same date. enter that here ceilingDueDate : If you want all books due no later than a specific date (like the end of a semester) enter a date here FilterBeforeOverdueReport : If you have a large amount of overdues.

Patron Configuration You have already imported patron data from your old system.only one field) Set up the z39.50 targets you want to search for cataloging (and acquisitions) Cataloging System Preferences URLLinkText : Enter text to display when 856 fields do not have pre-defined labels page 156 .50 Set up Koha to Keyword mapping for deciding how to display marc fields to the screen (still in beta . Cataloging Configuration Before you start cataloging in Koha you'll want to set up your preferences and other rules.5. but there are plenty of options available to you regarding patrons and their accounts.6. Enter your staff members as patrons Define staff members access permissions Patron System Preferences AddPatronLists : Decide how patron categories appear when creating a new patron autoMemberNum : Decide if the patrons barcodes are auto-generated or if you enter them yourself MaxFine : Determine the maximum amount that people can owe in fines NotifyBorrowerDeparture : Decide when to warn staff that the patron account is about to expire intranetreadinghistory : Decide if the staff can see the patron's reading/checkout history BorrowerMandatoryField : List fields that you want to appear as mandatory on the patron add/edit form BorrowersTitles : Add or change the titles for your patrons borrowerRelationship : Add or change borrower relationships (child to adult and professional to organization) AutoEmailPrimaryAddress : Determine if the patrons get an email confirming the creation of their account EnhancedMessagingPreferences : Decide if patrons can choose from a series of notices (other than overdues) patronimages : Decide if you want to save patron images in your system ExtendedPatronAttributes : Decide if you want to enable custom patron fields minPasswordLength : Enter the minimum number of characters you want passwords to have 13.Decide when the system sends out messages (1-4 hours) Decide when the system queues overdue notices (daily) Set up hold notices that didn't send for printing (daily after overdues and message queue) Decide when the system queues the advanced notice of items due (daily) 13. Define your cataloging templates aka MARC Bibliographic Frameworks Run the MARC Bibliographic Framework Test to be sure your changes are valid Define any authorized values you might want to use in cataloging Set up custom classification sources (if you use something other than the defaults) Set up MARC matching rules for importing records from mrc files or z39.

view the Searching system preferences tab. Decide how you want your OPAC to look & what content you want on the main page Create a library branded stylesheet using CSS Do not edit the default CSS files. Create a custom XSLT stylesheet to change the way search results and bib records appear in the OPAC OPAC System preferences opacuserlogin : Decide if you want to allow patrons to login to the OPAC to access customized functionality (searching will be allowed without logging in) page 157 . Set up your cron jobs Decide how often your system rebuilds the search index (4-10 min) 13. Authorities Configuration Koha has the ability to keep track of your authority records and how they're linked to your bibliographic records. OPAC Configuration There are a lot of ways you can customize your OPAC in Koha. Set Authority Frameworks aka templates Authority System Preferences BiblioAddsAuthorities : Decide if Koha creates authorities when cataloging dontmerge : Decide if updates to authorities trigger updates to the bibliographic records that link to them Set up your cron jobs Choose when the system looks for authorities updates to merge changes into bibliographic records 13. Searching Configuration There are several system preferences related to searching.8. that way the system can always fall back on the original CSS. it is not always recommended to make too many changes to these preferences since they are set to get you the most relevant results. Before using authorities you should configure several preferences.hide_marc : If you are unfamiliar with MARC you can have the MARC fields number hidden LabelMARCView : Choose how you want duplicate fields to appear on the editor DefaultClassificationSource : Choose which classification source is the default in your library advancedMARCeditor : Decide if you need labels to appear on your MARC editor marcflavour : Choose your MARC format itemcallnumber : Enter which field and subfields to look into for the call number MARCOrgCode : Enter your MARC Organizational Code (not the same as your OCLC number) autoBarcode : Decide if Koha generates item barcodes for you OpacSuppression : Decide if you want to hide items marked as suppressed from the OPAC search results Set up your cron jobs Decide when the system checks URLs in catalog records to see if they are still valid 13.7. instead create a new one. If you would like to change the default way that Koha handles searching.9.

RequestOnOpac : Decide if patrons can place holds via the OPAC OPACItemHolds : Decide if patrons can place holds on specific items (instead of just the next available item) OpacPasswordChange : Decide if patrons can change their password (don't allow this if you're using LDAP) OpacRenewalAllowed : Decide if patrons can renew their checked out items via the OPAC opacreadinghistory : Decide if patrons can view their reading/checkout history via the OPAC reviewson : Decide if you want to allow patrons to comment on bib records via the OPAC virtualshelves : Decide if you want patrons to be able to create Lists suggestion : Decide if you want patrons to be able to submit purchase suggestions OPACViewOthersSuggestions : Decide if you want patrons to be able to see purchase suggestions made by other patrons opacbookbag : Decide if patrons can save items into their cart AnonSuggestions : Decide if you want non logged in users to be able to make purchase suggestions OPACXSLTResultsDisplay : Decide if you want to use the XSLT stylesheets on the OPAC search results OPACXSLTDetailsDisplay : Decide if you want to use the XSLT stylesheets on the bib records in the OPAC LibraryName : Enter your library name for display in the <title> tag and on the top of the OPAC opacsmallimage : Choose a logo to replace the Koha logo opaccredits : Enter HTML to appear at the bottom of every page in the OPAC OpacMainUserBlock : Enter HTML that will appear in the center of the main OPAC page OpacNav : Enter HTML that will apper to the left on the main OPAC page opacheader : Enter the HTML that will appear above the search box on the OPAC Customize your stylesheets: OPACUserCSS : Enter any additional fields you want to define styles for opaclayoutstylesheet : Point to a CSS file on your Koha server opacstylesheet : If you have a custom CSS enter the link to that file opaccolorstylesheet : Point to a CSS file on your Koha server OpacHighlightedWords : Decide if you want search terms to be highlighted on the search results hidelostitems : Decide if you want to show patrons items you have marked as lost BiblioDefaultView : Decide what view is the default for bib records on the OPAC OPACShelfBrowser : Decide if you want to enable the shelf browse functionality OPACURLOpenInNewWindow : Decide if URLs clicked in the OPAC are opened in a new window SearchMyLibraryFirst : If you have a multi-branch system decide if you want patrons to search their library first OpacAuthorities : Decide if you want patrons to be able to search your authority file OpacBrowser : Decide if you want patrons to browse your authority file OPACSearchForTitleIn : Choose which libraries you want patrons to be able to re-run their search in OpacAddMastheadLibraryPulldown : If you're a multi-branch system you can add a pull down to the search bar for patrons to search which library to search page 158 .

com to sign up Using the Amazon preferences you can choose to show different types of content from Amazon.amazon.EnableOpacSearchHistory : Decide if you want the system to keep a search history Set up your cron jobs If you have the OpacBrowser preference set decide when you want the contents to rebuild If you have custom RSS feeds. decide when you want the feed to be populated 13. FRBR/Editions If you would like to have your OPAC and/or staff client show an 'Editions' tab on the bib record. Amazon : This service is free and just requires that you visit http://aws. Editable OPAC Regions Using the OPAC system preferences you can customize various regions. Baker and Taylor This is a pay service from Baker & Taylor. LibraryThing With the exception of ThingISBN. Enhanced Content Configuration Koha allows you to pull in content from outside sources to enhance your bib records. This service is free for up to 999 queries a day.10.9. Google This service is free and does not require registration. Contact Baker & Taylor for the information to enter into these preferences. All of this content can be toggled on and off using the enhanced content system preferences. An example of a way to customize the page is included as well: 13. Before choosing which types of content you would like to display you will need to enable Amazon content for the staff client and/or the OPAC. the following graphics will define what preferences update each regions. you want to enable one or the other FRBR preferences and then either one or both of the ISBN services (XISBN and ThingISBN). Babelthèque This is a pay service. Contact Babelthèque to learn how to enable this content in the OPAC.1. page 159 . Syndetics This is a pay service from Syndetics to add content for your bib records. Contact Syndetics for the information to enter into these preferences. simply enable GoogleJackets and you're set to go. OCLC XISBN is used to populate the editions tab on the bib record display if you have enabled FRBR. you will need to contact LibraryThing for the information to enter into these preferences Enabling ThingISBN will help to populate the editions tab on the bib record display if you have enabled FRBR. Tagging Choose whether or not you want to allow patrons to add tags to records in Koha.

SOPAC2 Introduction Jean-André SantoniAugust 2009Nicole C.1. SOPAC2 Installation 14. Planning for Go-Live Once you have all of your settings ready. you need to prepare for making your system live: Decide if you need training by an outside service or if your staff can do the training themselves. page 160 . Engard The following documentation was translated using Google Translate from French to English and may have some language errors. work with your previous company to extract data right before you go live Come up with URLs for your new Koha OPAC & Staff Client Make sure that if you're hosting your own system you have a backup plan Chapter 14. Serials Configuration When you use serials there are a few options you can set before hand. Acquisitions Configuration When using acquisitions in Koha you first need to define some defaults.12.13.11. Set up your funds & budgets Choose your default currency and enter others if you order from multiple countries Enter in your vendor information Create an Framework with the code ACQ (if you're going to enter item records at the time of ordering or receiving) Acquisitions System preferences AcqCreateItem : Decide if an item record is created during acquisition CurrencyFormat : Decide how you want monetary amounts to display gist : Enter your sales tax (if you are billed for tax) OrderPdfFormat : Decide what format you want your print orders to use 13. Make sure that there is time for your staff to play with your test system and get comfortable with it If this is a migration.13. Serials System Preferences RenewSerialAddsSuggestion : Decide if you want renewing serials to add a suggestion for easy purchasing RoutingSerials : Decide if you want to route serials around your library RoutingListAddReserves : Decide if holds are placed on serials when there is a routing list in place Cataloging System Preferences StaffSerialIssueDisplayCount : Decide how many of the most recent issues to display in the staff client OPACSerialIssueDisplayCount : Decide how many of the most recent issues to display in the OPAC SubscriptionHistory : Decide how you want the subscription information to display in the OPAC 13.

with 6.3.darienlibrary. 14. Sync DSN This file will provide the connection information to a DB libraries: # nano /usr/local/etc/locum_insurge_dsn. Both libraries use a different database from that of Drupal. while Locum manages the connection to the ILS via the connector.org/svn/insurge/trunk/ insurge 14.3.1.2.4. Here is a sample of insurge.ini The variables in insurge. Dependencies There are no packages for Debian MDB2 yet.5. but SOPAC.x It does not cover the installation of Koha and Drupal. Insurge manages the social aspect (tags.darienlibrary. its dependencies and the connector. Download Download the Locum and Insurge libraries from SVN: # cd /usr/local/lib # svn co http://dobby.3. Introduction This is an installation guide and the connector SOPAC2 Koha.* to scas_user@'localhost' identified by 'scas_pass'. mysql> flush privileges. consider editing the sql file: # nano /usr/local/lib/insurge/sql/scas_insurge.sql Import Insurge: $ mysql -u root -p < /usr/local/lib/insurge/sql/scas_insurge. They serve as a layer of abstraction to the data. 14. you can install it via pear: # apt-get install php-pear # pear install MDB2 # pear install MDB2#mysql 14. ratings).ini page 161 . Installation of Insurge If you customize the name of the database. It has been tested on Debian Lenny and Ubuntu Jaunty. Installation of Locum and Insurge Locum and Insurge are the two libraries used primarily by SOPAC.0. The default values are too long and cause MySQL errors.3.2. mysql> exit 14.3. Creation of the Database $ mysql -u root mysql> create database scas. 14.3.14.12 and Koha Drupal 3.org/svn/locum/trunk/ locum # svn co http://dobby.ini are empty. reviews. mysql> grant all privileges on scas.php It should contain: <?php $dsn = 'mysql://scas_user:scas_pass@localhost/scas'.sql Configure Insurge: # nano /usr/local/lib/insurge/config/insurge.3.

.6.sql mysql < /usr/local/lib/locum/sql/locum_init.php" And the coordinates of your Koha installation: [ils_config] ils = "koha". page 162 . General configuration options for your installation of Insurge. $last_record = 30. . parent_server is the server name of the repository parent server you have been .sql mysql < /usr/local/lib/locum/sql/scas_locum. Installation of Locum The same procedure applies to Locum # # # # # # # nano /usr/local/lib/locum/sql/scas_locum.3. This is where you configure your repository membership information. ils_version = "30x" ils_server = "localhost" ils_harvest_port = "80" The rest depends on your configuration of Koha.4. Start by configuring harvest.php: # nano /usr/local/lib/locum/tools/harvest. [insurge_config] dsn_file = "/usr/local/etc/locum_insurge_dsn. . 14.sql nano /usr/local/lib/locum/config/locum. group_id = The group ID you have been given by your repository admin. we will be able to launch harvest. This is the Locum configuration file . Installation of Koha Connector Enter the connector Koha from SVN: # cd /usr/local/lib/locum/connectors/ # svn co http://dobby.ini mkdir /usr/local/var mkdir /usr/local/var/log Configure the DSN: [locum_config] dsn_file = "/usr/local/etc/locum_insurge_dsn.php. a tool that will reap Locum DB Koha and fill the locum.. told to use.org/svn/connectors/koha/ locum_koha_30x 14. These configuration points are OPTIONAL and are only necessary if you are .sql nano /usr/local/lib/locum/sql/locum_init.5. participating in a repository relationship. Harvest Records Now that the connector is in place. .php Here are the variables you must change: $first_record = 1. These are the minimum and maximum biblionumbers from your Koha install. [repository_info] parent_server = "" group_id = "" group_key = "" 14.darienlibrary.php" .

conf > tmpfile.d # wget http://www. Download and Compile $ $ $ $ $ # # # # $ wget http://sphinxsearch. The demon Sphinx Download: # cd /etc/init.9./configure --prefix=/usr/local/sphinx make make install mkdir /usr/local/sphinx mkdir /usr/local/sphinx/lib cp api/sphinxapi.gz tar zxvf sphinx-0.2.6.conf > tmpfile.thesocialopac. mv tmpfile /usr/local/sphinx/etc/sphinx.9. Installation of Sphinx Sphinx is the indexer for the database used by Locum and Insurge.6.6.tar.6. 14.4. Dependencies There is no Debian package for Sphinx so you'll have to compile the source directly: # apt-get install g++ make libmysql++-dev 14.conf page 163 .9.conf # sed 's/locum_db_pass/scas_pass/g' /usr/local/sphinx/etc/sphinx.6.net/sites/thesocialopac.conf And if you personalize the name of the BDD: # sed 's/scas/Ma_BDD/g' /usr/local/sphinx/etc/sphinx.8.Then start the harvest: # chmod +x /usr/local/lib/locum/tools/harvest.sphinx /usr/local/sphinx/var 14.8.tar.com/downloads/sphinx-0. mv tmpfile /usr/local/sphinx/etc/sphinx.3.gz cd sphinx-0.php $ /usr/local/lib/locum/tools/harvest.8 .conf > tmpfile.d/sphinx Add Sphinx in the service at boot: # update-rc. Configuration Copy the configuration file supplied with the source of Sphinx before the change: # cp /usr/local/lib/locum/sphinx/sphinx.php /usr/local/sphinx/lib/ rm -R sphinx-0.php 14.conf /usr/local/sphinx/etc/ # sed 's/locum_db_user/scas_user/g' /usr/local/sphinx/etc/sphinx.1.5.9. Creation of User and Group Creating a Sphinx user and change the owner: # # # # # adduser sphinx addgroup sphinx usermod -G sphinx sphinx mkdir /usr/local/sphinx/var/run chown -R sphinx.d sphinx defaults 14.6.8* 14. mv tmpfile /usr/local/sphinx/etc/sphinx.net/files/sphinx # chmod +x /etc/init.

php $ /usr/local/lib/insurge/tools/update-index.org/svn/sopac/trunk/ sopac 14. we must start the demon: # /etc/init. You must first complete the Insurge table index # chmod +x /usr/local/lib/insurge/tools/update-index. print theme('pages_catalog'). Check the Input Format "PHP Code" Check Move to front page In URL path settings. Installation Going in the administration of Drupal to activate the module.6.7.3. in my "catalog".7. page 164 . Download Download from SVN: $ $ $ $ cd /chemin/vers/drupal/sites/all/ mkdir modules cd modules/ svn co http://dobby. Installation of SOPAC2 Now to the SOPAC software itself: 14. Create a node with content like: <?php print sopac_search_form('both'). you can update the index with: $ /usr/local/sphinx/bin/indexer --all --rotate 14.7.6. 14.darienlibrary.2. Configuration Then go into the settings of SOPAC. set the SOPAC URL prefix you have chosen.7.1. Indexing documents Indexing is necessary if you want to use the search features of SOPAC. Enable also the dependencies: Profile PHP Filter Path The Drupal menu should now list these entries.php Then start indexing Sphinx $ /usr/local/sphinx/bin/indexer --all Finally.d/sphinx start When the demon is already en route.14. Configure the paths to the Locum and Insurge libraries Choose a URL prefix SOPAC.

Go to the root of Drupal, a search form will appear. Thinking to empty the cache of Drupal when something does not work. Drupal offers a few blocks, not configured by default. Must specify on which page they should appear.

Chapter 15. Cron Jobs

15.1. Cron Jobs
The locations below assume a dev install which puts the crons in misc/, if you have a standard install you may want to look in bin/ for these files if you cannot find them in misc/

15.1.1. Search

15.1.1.1. Rebuild Index Script path: misc/migration_tools/rebuild_zebra.pl Does: Updates Zebra indexes with recently changed data. Required by: Zebra Frequency suggestion: every x minutes, (between 5-15 minutes) depending on performance needs

15.1.2. Circulation
15.1.2.1. Holds Queue Script path: misc/cronjobs/holds/build_holds_queue.pl Does: Updates holds queue report Required by: Holds Queue Report Frequency suggestion: every 1-4 hours

15.1.2.1.1. Perl Documentation GetBibsWithPendingHoldRequests my $biblionumber_aref = GetBibsWithPendingHoldRequests(); Return an arrayref of the biblionumbers of all bibs that have one or more unfilled hold requests. GetPendingHoldRequestsForBib my $requests = GetPendingHoldRequestsForBib($biblionumber); Returns an arrayref of hashrefs to pending, unfilled hold requests on the bib identified by $biblionumber. The following keys are present in each hashref: biblionumber borrowernumber itemnumber priority branchcode reservedate

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reservenotes borrowerbranch

The arrayref is sorted in order of increasing priority. GetItemsAvailableToFillHoldRequestsForBib my $available_items = GetItemsAvailableToFillHoldRequestsForBib($biblionumber); Returns an arrayref of items available to fill hold requests for the bib identified by $biblionumber. An item is available to fill a hold request if and only if: it is not on loan it is not withdrawn it is not marked notforloan it is not currently in transit it is not lost it is not sitting on the hold shelf

MapItemsToHoldRequests MapItemsToHoldRequests($hold_requests, $available_items); CreatePickListFromItemMap AddToHoldTargetMap _get_branches_to_pull_from Query system preferences to get ordered list of branches to use to fill hold requests.

15.1.2.2. Expired Holds Script path: misc/cronjobs/holds/cancel_expired_holds.pl Does: Cancels holds that have past their expiration. Frequency suggestion: daily

15.1.2.3. Fines Script path: misc/cronjobs/fines.pl Required by: finesMode system preference Frequency suggestion: nightly

15.1.2.4. Long Overdues Script path: misc/cronjobs/longoverdue.pl Does: allows one to specify delays for changing items to different lost statuses, and optionally charge for them. Required by: Frequency suggestion: nightly

15.1.2.4.1. Perl Documentation

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NAME longoverdue.pl cron script to set lost statuses on overdue materials. Execute without options for help.

15.1.3. Notices

15.1.3.1. Message Queue Script path: misc/cronjobs/process_message_queue.pl Does: processes the message queue to send emails and SMS messages to users. sends outgoing emails to patrons. Frequency suggestion: 1-4 hours

15.1.3.2. Advanced Notice Script path: misc/cronjobs/advance_notices.pl Does: prepares "pre-due" notices and "item due" notices for patrons who request them prepares notices for patrons for items just due or coming due soon. requires EnhancedMessagingPreferences to be on Frequency suggestion: nightly This script does not actually send the notices. It queues them in the message queue for later

15.1.3.2.1. Perl Documentation NAME advance_notices.pl - cron script to put item due reminders into message queue SYNOPSIS ./advance_notices.pl -c or, in crontab: 0 1 * * * advance_notices.pl -c DESCRIPTION This script prepares pre-due and item due reminders to be sent to patrons. It queues them in the message queue, which is processed by the process_message_queue.pl cronjob. The type and timing of the messages can be configured by the patrons in their "My Alerts" tab in the OPAC. METHODS parse_letter

15.1.3.3. Overdue Notice Script path: misc/cronjobs/overdue_notices.pl Does: prepares messages to alert patrons of overdue messages (both via email and print) Frequency suggestion: nightly This script does not actually send the notices. It queues them in the message queue for later or generates the HTML for later printing

15.1.3.3.1. Perl Documentation NAME overdue_notices.pl - prepare messages to be sent to patrons for overdue items SYNOPSIS overdue_notices.pl [ -n ] [ -library <branchcode> ] [ -library <branchcode>...] [ -max <number of days> ] [ -csv [ <filename> ] ] [-itemscontent <field list> ]

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Options: -help brief help message -man full documentation -n No email will be sent -max <days> maximum days overdue to deal with -library <branchname> only deal with overdues from this library (repeatable : several libraries can be given) -csv <filename> populate CSV file -html <filename> Output html to file -itemscontent <list of fields> item information in templates -borcat <categorycode> category code that must be included -borcatout <categorycode> category code that must be excluded OPTIONS -help Print a brief help message and exits. -man Prints the manual page and exits. -v Verbose. Without this flag set, only fatal errors are reported. -n Do not send any email. Overdue notices that would have been sent to the patrons or to the admin are printed to standard out. CSV data (if the -csv flag is set) is written to standard out or to any csv filename given. -max Items older than max days are assumed to be handled somewhere else, probably the longoverdues.pl script. They are therefore ignored by this program. No notices are sent for them, and they are not added to any CSV files. Defaults to 90 to match longoverdues.pl. -library select overdues for one specific library. Use the value in the branches.branchcode table. This option can be repeated in order to select overdues for a group of libraries. -csv Produces CSV data. if -n (no mail) flag is set, then this CSV data is sent to standard out or to a filename if provided. Otherwise, only overdues that could not be emailed are sent in CSV format to the admin. -itemscontent comma separated list of fields that get substituted into templates in places of the <<items.content>> placeholder. This defaults to issuedate,title,barcode,author Other possible values come from fields in the biblios, items, and issues tables. -borcat Repetable field, that permit to select only few of patrons categories. -borcatout Repetable field, permis to exclude some patrons categories. -t | --triggered This option causes a notice to be generated if and only if an item is overdue by the number of days defined in a notice trigger. By default, a notice is sent each time the script runs, which is suitable for less frequent run cron script, but requires syncing notice triggers with the cron schedule to ensure proper behavior. Add the --triggered option for daily cron, at the risk of no notice being generated if the cron fails to run on time. -list-all Default items.content lists only those items that fall in the range of the currently processing notice. Choose list-all to include all overdue items in the list (limited by -max setting). DESCRIPTION

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content>> one line for each item. SEE ALSO The misc/cronjobs/advance_notices. These emails are staged in the outgoing message queue. Messages for whom there is no email address on file are collected and sent as attachments in a single email to each library administrator. only information about overdues that were unable to be sent directly to the patrons will be written. Those variables will be replaced with values specific to the overdue items or relevant patron. With the "-n" flag set. This message queue must be processed regularly by the misc/cronjobs/process_message_queue. They may be redirected to a file if desired. data about all overdues is written to the file.csv with information about all overdue items.This script is designed to alert patrons and administrators of overdue items. Configuration This script pays attention to the overdue notice configuration performed in the "Overdue notice/status triggers" section of the "Tools" area of the staff interface to Koha.pl program allows you to send messages to patrons in advance of thier items becoming due. Without that flag.pl program.csv" . as are messages produced by other features of Koha. "overdue_notices.*>> any field from the branches table CSV output The "-csv" command line option lets you specify a file to which overdues data should be output in CSV format. messages are sent on standard output from this program. Instead. Outgoing emails Typically. or to the address in the KohaAdminEmailAddress system preference. you can choose which letter templates are sent out after a configurable number of days to patrons of each library. Templates Templates can contain variables enclosed in double angle brackets like <<this>>. or if that is not set. INTERNAL METHODS These methods are internal to the operation of overdue_notices. In other words. or to alert them of items that have just become due. parse_letter page 169 . all libraries are procesed individually. this CSV file replaces the data that is typically sent to the administrator email address. with no command line arguments. barcode.pl -library MAIN max 14" . issuedate <<borrowers.sends no email and populates /tmp/overdues. each line containing a tab separated list of title. and notices are prepared for all patrons with overdue items for whom we have email addresses. no emails are sent. There.pl. The templates used to craft the emails are defined in the "Tools: Notices" section of the staff interface to Koha. "overdue_notices.pl" .prepare notices of overdues in the last 2 weeks for the MAIN library. Available variables are: <<bib>> the name of the library <<items.*>> any field from the borrowers table <<branches. Messages for those patrons for whom we have no email address are sent in a single attachment to the library administrator's email address. In the event that the "-n" flag is passed to this program.In this most basic usage. USAGE EXAMPLES "overdue_notices. messages are prepared for each patron with overdue items. author.pl -n -csv /tmp/overdues. then to the email address in the "KohaAdminEmailAddress" system preference. More information about the use of this section of Koha is available in the Koha manual.

Script output can now be formatted in CSV or HTML. required parameters: letter borrowernumber optional parameters: outputformat 15.pl Does: looks through the message queue for hold notices that didn't go through because the patron didn't have an email address and generates a print notice Frequency suggestion: nightly 15. In Processing/Book Cart Script path: misc/cronjobs/cart_to_shelf. Check URLs Script path: misc/cronjobs/check-url.pl Does: checks URLs in 856$u field.1. The HTML version links directly to MARC biblio record editor. replacing the placeholders with data specific to this patron. & ReturnToShelvingCart system preferences Frequency suggestion: hourly 15.5.1.parses the letter template. Perl Documentation page 170 . Frequency suggestion: monthly Learn more: http://wiki.pl Does: Updates all items with a location of CART to the item's permanent location.4. with the content updated to reflect the substituted keys and values.1. biblio.5. or item named parameters: letter .1. Execute without options for help.3.org/wiki/Check-url_enhancements 15. Print Hold Notices Script path: misc/cronjobs/gather_print_notices.1.required integer substitute .1.pl cron script to set items with location of CART to original shelving location after X hours.1. Catalog 15. InProcessingToShelvingCart.1. or a human-readable representation of the notice.1. Depending on the desired output format. this may be a CSV string. Required by: NewItemsDefaultLocation.koha-community.required hashref borrowernumber . Perl Documentation NAME cart_to_shelf. 15.4.optional hashref of other key/value pairs that should be substituted in the letter content returns the "letter" hashref. prepare_letter_for_printing returns a string of text appropriate for printing in the event that an overdue notice will not be sent to the patron's email address.5.1.4.

"status: ".mylib.pl .kohalibrary. For example. my $checker = C4::URL::Checker->new( ).Check URLs from 856$u field. $checker->{ host_default } = 'http://mylib.jpg'.Page not found' } ]. foreach my $url ( @$checked_urls ) { print "url: ". my $checked_urls = $checker->check_biblio( 123 ). 'status' => '404 . $url->{ status }. --verbose|-v Outputs both successful and failed URLs. my $checked_urls = $checker->check_biblio( 123 ). --html page 171 .NAME C4::URL::Checker .com'. check_biblio Check all URL from a biblio record.base object for checking URL stored in Koha DB SYNOPSIS use C4::URL::Checker. $url->{ url A }.fr/img/62265_0055B. { 'url' => 'http://mylib. then when 856$u contains 'img/image.JPG'.pl [--verbose|--help] [--host=http://default.com'.tld] Scan all URLs found in 856$u of bib records and display if resources are available or not. USAGE check-url.mylib. PARAMETERS --host=http://default. NAME check-url. if --host=http://www. The returned object can be used to set default host variable : my $checker = C4::URL::Checker->new( ).com. With 2 URLs. Returns a pointer to an array containing all URLs with checking for each of them. "\n". $url->{ is_success }.tld Server host used when URL doesn't have one.jpg'.tamil.JPG'. the url checked is: http://www. "\n". } FUNCTIONS new Create a URL Checker. 'is_success' => 0. ie doesn't begin with 'http:'. "\n".com/image. $checker->{ host_default } = 'http://mylib. 'status' => 'ok' }. 'is_success' => 1. "is_success: ".fr//img/62265_0055C.kohalibrary. the returned array will look like that: [ { 'url' => 'http://mylib.tamil.

Subject/Author Clouds Script path: misc/cronjobs/cloud-kw.pl Does: Updates biblio data with changes to authorities records Required by: dontmerge system preference Frequency suggestion: nightly 15.1. --host-pro=http://koha-pro.6.6.3. Serials Update Script path: misc/cronjobs/serialsUpdate.1.5. Learn more.2.2.conf page 172 . the script will set it as late. Frequency suggestion: hourly 15.3. misc/cronjobs/cloud-sample.Formats output in HTML. 15. RSS Feeds Script path: misc/cronjobs/rss/rss.pl Does: Produces an RSS XML document for any SQL query (not used for search results RSS feed).6. Authorities Browser Script path: misc/cronjobs/build_browser_and_cloud. OPAC 15.1.6. it's possible to link directly to biblio record in edit mode.pl Does: Generates HTML keywords clouds from Koha Zebra indexes.1.1. Perl Documentation NAME cloud-kw. 15.pl Does: checks if there is a "late" issue on active subscriptions.6.pl [--verbose|--help] --conf=cloud. and add the next one as expected. Merge Authorities Script path: misc/migration_tools/merge_authorities.1. This way. --help|-h Print this help page.3. Frequency suggestion: nightly 15.Creates HTML keywords clouds from Koha Zebra Indexes USAGE cloud-kw. Frequency: This is the type of script you can run once a month or so. With this parameter --host-pro is required.pl . the content generated isn't going to change very much over time.1.1. The result can be redirected to a file accessible by http. and if there is.conf has a sample of how this script operates.5.1.pl Does: Generate content for authories browse in OPAC Required by: OpacBrowser system preference 15.tld Server host used to link to biblio record editing page.

Weighting Weighting method used to distribute terms in the cloud. Withcss: Yes # HTML file where to output the cloud Output: /home/koha/mylibrary/koharoot/koha-tmpl/cloud-author. CONFIGURATION Configuration file looks like that: --# Koha configuration file for a specific installation # If not present. We could have two values: Logarithmic and Linear. CloudLevels Number of levels in the cloud. System Administration page 173 . Some parameters could be easily added to improve this script: WithCount In order to output terms with the number of occurences they have been found in Koha Catalogue by Zebra. Now 24 levels are hardcoded. They could be sorted by their weight.Creates multiple HTML files containing kewords cloud with top terms sorted by their logarithmic weight. --help|-h Print this help page. 15.xml # Zebra index to scan ZebraIndex: Author # Koha index used to link found kewords with an opac search URL KohaIndex: au # Number of top keyword to use for the cloud Count: 50 # Include CSS style directives with the cloud # This could be used as a model and then CSS directives are # put in the appropriate CSS file directly.7. defaults to KOHA_CONF KohaConf: /home/koha/mylibray/etc/koha-conf.1.html IMPROVEMENTS Generated top terms have more informations than those outputted from the time being. PARAMETERS --conf=configuration file Specify configuration file name --verbose|-v Enable script verbose mode.html --KohaConf: /home/koha/yourlibray/etc/koha-conf.conf is a YAML configuration file driving cloud generation process. cloud. Now it's Logarithmic by default.xml ZebraIndex: Subject KohaIndex: su Count: 200 Withcss: no Output: /home/koha/yourlibrary/koharoot/koha-tmpl/cloud-subject. Order Now terms are outputted in the lexical order.

fr/vs/format-pivot/1.gov/MARC21/slim http://www.tamil.org/OAI/2. Using the SRU server Nicolas MorinDecember 2009 Koha implements the Search/Retrieve via URL (SRU) protocol.7.1/vs.xsl Chapter 17. you should have access to the Explain file using a request to the server without any parameter.pl Script path:misc/cronjobs/reservefix.loc. page 174 .gov/standards/marcxml/schema/MARC21slim.gov/standards/marcxml/schema/MARC21slim schema: http://www.pl Chapter 16. Clean up Database Script path: misc/cronjobs/cleanup_database.15. 15.openarchives.pl Script path:misc/cronjobs/smsoverdues.gov/standards/sru/. Sample OAI Conf File format: vs: metadataPrefix: vs metadataNamespace: http://veryspecial. Using the SRU server 17.8. Like <http://myserver.1.xsd xsl_file: /usr/local/koha/koha-tmpl/intranet-tmpl/xslt/UNIMARCslim2OAIDC.0/oai_dc.1.com:9999/biblios/>.xsl marcxml: metadataPrefix: marxml metadataNamespace: http://www.pl Does: Truncates the sessions table and cleans out old zebraqueue entries.1/vs schema: http://veryspecial. 17. Web Services 16.xsd xsl_file: /usr/local/koha/xslt/vs.loc.openarchives. The version implemented is version 1.pl Script path:misc/cronjobs/zebraqueue_start. Explain If you want to have information about the implementation of SRU on a given server.1.1.org/OAI/2.1.tamil.pl Script path:misc/cronjobs/notifyMailsOp.loc.1. OAI-PMH 16.pl Script path:misc/cronjobs/j2a. More information about the protocol itself can be found at http://www.loc.0/oai_dc/ schema: http://www.loc.fr/vs/format-pivot/1.1.1.gov/MARC21/slim http://www.xsd oai_dc: metadataPrefix: oai_dc metadataNamespace: http://www. The response from the server is an XML file that should look like the following and will give you information about the default settings of the SRU server.1.1. Deprecated scripts These should not be run without modification: Script path: misc/cronjobs/update_items.

1&operation=searchRetrieve&query=reefs is composed of the following elements: base url of the SRU server : http://myserver.50 server</title> <description lang="en" primary="true">Koha 3 Bibliographic Server</description> <links> <sru>http://biblibre:9999</sru> </links> </databaseInfo> <indexInfo> <set name="cql" identifier="info:srw/cql-context-set/1/cql-v1.xml"> <!-try stylesheet url: http://.2. Search This url : http://myserver.z3950.<zs:explainResponse> <zs:version>1./?stylesheet=docpath/sru2.Record ID index --> <index search="true" scan="true" sort="false"> <title lang="en">Record ID</title> <map> <name set="rec">id</name> </map> <map> <attr type="1" set="bib1">rec:id</attr> <attr type="4" set="bib1">3</attr> </map> </index> 17.1</zs:version> <zs:record> <zs:recordSchema>http://explain.0/</zs:recordSchema> <zs:recordPacking>xml</zs:recordPacking> <zs:recordData> <explain xml:base="zebradb/explain-biblios.com:9999/biblios?version=1.50"> <host>biblibre</host> <port>9999</port> <database>biblios</database> </serverInfo> <databaseInfo> <title lang="en" primary="true">Koha 3 Bibliographic SRU/SRW/Z39.xsl --> <serverInfo protocol="SRW/SRU/Z39.com:9999/biblios? page 175 .1.1"> <title>CQL Standard Set</title> </set> <index search="true" scan="true" sort="false"> <title lang="en">CQL Server Choice</title> <map> <name set="cql">serverChoice</name> </map> <map> <attr type="1" set="bib1">text</attr> </map> </index> <index search="true" scan="true" sort="false"> <title lang="en">CQL All</title> <map> <name set="cql">all</name> </map> <map> <attr type="1" set="bib1">text</attr> </map> </index> <!-.org/dtd/2.

biblibre. and can be combined with the & character.1.xsd"> <leader> cam a22 4500</leader> <datafield tag="010" ind1=" " ind2=" "> <subfield code="a">2-603-01193-6</subfield> <subfield code="b">rel.title = 1=4 correctly points to my Title index. In the pqf. I can do http://myserver.gov/ standards/marcxml/schema/MARC21slim.title = 1=4) I know this is my Subject index because as I've seen just before in my bib1.dc.dc.any = 3=3 6=1 # "any position in field" So as an example if I want "coral" to be at the beginning of the title.properties I see that an access point already uses my Subject index (index. I can see for instance the position properties defined as: position.loc.com:9999/biblios?version=1. http://www.subject = 1=21) while another uses my Title index (index.search part with the 3 required parameters : version.1&operation=searchRetrieve&query=Subject=reefs and Title=coral&maximumRecords=5 I can also play with truncate. I can now construct my query just like I would in a search box. then the search key should be scanClause.1&operation=searchRetrieve&query=Subject=reefs and Title=coral If I want to limit the result set to just 5 records.loc.</subfield> <subfield code="d">159 F</subfield> </datafield> <datafield tag="020" ind1=" " ind2=" "> <subfield code="a">FR</subfield> <subfield code="b">00065351</subfield> </datafield> page 176 .att file. for instance maximumRecords indicating the maximum number of records to be returned by the server.gov/standards/sru/sru1-1archive/search-retrieve-operation. For instance you'll see that we have indexes for Subject and for Title: att 21 Subject and att 4 Title respectively. The parameters within the search part should be of the key=value form. 17.1&operation=searchRetrieve&query=reefs&maximumRecords=5 will only get the first 5 results results from the server. it's called with =1=21 in Z3950: so index.gov/MARC21/slim http://www. then the search key should be query.html gives more details about the search operations and in particular the list of optional parameters for searching. Retrieve My search for http://univ_lyon3.att defines Zebra/3950 indexes that exist on your system. And Title was called with 1=4 so index. I can do this query : http://myserver.properties file located under etc/zebradb/pqf. relations.dc. etc.1. The response looks like this: <zs:searchRetrieveResponse> <zs:version>1.3.1. One can add optional parameters to the query. More details about Search The "operation" key can take two values: scan or searchRetrieve.1&operation=searchRetrieve&query=coral reefs&maximumRecords=1 retrieves just on record.com:9999/biblios?version=1.com:9999/biblios?version=1.properties file.1</zs:version> <zs:numberOfRecords>1</zs:numberOfRecords> <zs:records> <zs:record> <zs:recordPacking>xml</zs:recordPacking> <zs:recordData> <record xsi:schemaLocation="http://www. Those are also defined in my pqf. As in : operation=searchRetrieve&query=reefs If operation=scan.loc. just preceding it with the "query" key: query=Subject=reefs and Title=coral searches "reefs" in the subject and "coral" in the title. As in : operation=scan&scanClause=reefs etc/zebradb/biblios/etc/bib1.dc. operation and query.com:9999/biblios?version=1.2.subject = 1=21 correctly points to my Subject index. So http://myserver. The full url would be http://myserver.com:9999/biblios?version=1. If operation=searchRetrieve.first = 3=1 6=1 # "first in field" position.1&operation=searchRetrieve&query=Title=coral first 17.

en coul. et A. en coul.. System Preference Defaults A. <idzebra> <size>4725</size> <localnumber>2</localnumber> <filename>/tmp/nw10BJv9Pk/upd_biblio/exported_records</filename> </idzebra> </record> </zs:recordData> <zs:recordPosition>1</zs:recordPosition> </zs:record> </zs:records> </zs:searchRetrieveResponse> Appendix A.</subfield> <subfield code="c">ill. ill. 2000</subfield> <subfield code="e">impr.. ISBD Defaults A.1. Ferrari</subfield> </datafield> <datafield tag="210" ind1=" " ind2=" "> <subfield code="a">Lausanne</subfield> <subfield code="a">Paris</subfield> <subfield code="c">Delachaux et Niestlé</subfield> <subfield code="d">cop. couv..</subfield> <subfield code="d">20 cm</subfield> </datafield> .1.<datafield tag="101" ind1="1" ind2=" "> <subfield code="c">ita</subfield> </datafield> <datafield tag="105" ind1=" " ind2=" "> <subfield code="a">a z 00|y|</subfield> </datafield> <datafield tag="106" ind1=" " ind2=" "> <subfield code="a">r</subfield> </datafield> <datafield tag="100" ind1=" " ind2=" "> <subfield code="a">20091130 frey50 </subfield> </datafield> <datafield tag="200" ind1="1" ind2=" "> <subfield code="a">Guide des récifs coralliens / A Guide to Coral Reefs</subfield> <subfield code="b">Texte imprimé</subfield> <subfield code="e">la faune sous-marine des coraux</subfield> <subfield code="f">A..1. en Espagne</subfield> </datafield> <datafield tag="215" ind1=" " ind2=" "> <subfield code="a">287 p... MARC Default #100||{ 100a }{ 100b }{ 100c }{ 100d }{ 110a }{ 110b }{ 110c }{ 110d }{ 110e }{ 110f }{ 110g }{ 130a }{ 130d }{ 130f }{ 130g }{ 130h }{ 130k }{ 130l }{ 130m }{ 130n }{ 130o }{ 130p }{ 130r }{ 130s }{ 130t }|<br/><br/> #245||{ 245a }{ 245b }{245f }{ 245g }{ 245k }{ 245n }{ 245p }{ 245s }{ 245h }| #246||{ : 246i }{ 246a }{ 246b }{ 246f }{ 246g }{ 246n }{ 246p }{ 246h }| #242||{ = 242a }{ 242b }{ 242n }{ 242p }{ 242h }| #245||{ 245c }| #242||{ = 242c }| page 177 .

|{ 3513 }{ 351a }{ 351b }{ 351c }| #352| .#250| .|{ 250a }{ 250b }| #254|.|{ 811a }{ 811c }{ 811d }{ 811e }{ 811f }{ 811g }{ 811h }{ 811k }{ 811l }{ 811n }{ 811p }{ 811q }{ 811s }{ 811t }{ 811u }{ 811v }|. #810| .|{ 300a }{ 300b }{ 300c }{ 300d }{ 300e }{ 300f }{ 300g }| #306| . #490| .|{ 440a }{ 440n }{ 440p }{ 440v }{ 440x }|. #811| .|{ 306a }| #307| . #500|<br/><br/>|{ 5003 }{ 500a }| #501|<br/><br/>|{ 501a }| #502|<br/><br/>|{ 502a }| #504|<br/><br/>|{ 504a }| #505|<br/><br/>|{ 505a }{ 505t }{ 505r }{ 505g }{ 505u }| #506|<br/><br/>|{ 5063 }{ 506a }{ 506b }{ 506c }{ 506d }{ 506u }| #507|<br/><br/>|{ 507a }{ 507b }| #508|<br/><br/>|{ 508a }{ 508a }| #510|<br/><br/>|{ 5103 }{ 510a }{ 510x }{ 510c }{ 510b }| #511|<br/><br/>|{ 511a }| #513|<br/><br/>|{ 513a }{513b }| page 178 .|{ 352a }{ 352b }{ 352c }{ 352d }{ 352e }{ 352f }{ 352g }{ 352i }{ 352q }| #362| . #830| .|{ 830a }{ 830d }{ 830f }{ 830g }{ 830h }{ 830k }{ 830l }{ 830m }{ 830n }{ 830o }{ 830p }{ 830r }{ 830s }{ 830t }{ 830v }|. |{ 256a }| #257|. |{ 258a }{ 258b }| #260| . |{ 257a }| #258|.|{ 800a }{ 800b }{ 800c }{ 800d }{ 800e }{ 800f }{ 800g }{ 800h }{ 800j }{ 800k }{ 800l }{ 800m }{ 800n }{ 800o }{ 800p }{ 800q }{ 800r }{ 800s }{ 800t }{ 800u }{ 800v }|. |{ 254a }| #255|.|{ 810a }{ 810b }{ 810c }{ 810d }{ 810e }{ 810f }{ 810g }{ 810h }{ 810k }{ 810l }{ 810m }{ 810n }{ 810o }{ 810p }{ 810r }{ 810s }{ 810t }{ 810u }{ 810v }|.|{ 307a }{ 307b }| #310| .|{ 362a }{ 351z }| #440| . #800| .|{ 310a }{ 310b }| #321| .|{ 3403 }{ 340a }{ 340b }{ 340c }{ 340d }{ 340e }{ 340f }{ 340h }{ 340i }| #342| .|{ 343a }{ 343b }{ 343c }{ 343d }{ 343e }{ 343f }{ 343g }{ 343h }{ 343i }| #351| .|{ 321a }{ 321b }| #340| .|{ 342a }{ 342b }{ 342c }{ 342d }{ 342e }{ 342f }{ 342g }{ 342h }{ 342i }{ 342j }{ 342k }{ 342l }{ 342m }{ 342n }{ 342o }{ 342p }{ 342q }{ 342r }{ 342s }{ 342t }{ 342u }{ 342v }{ 342w }| #343| .|{ 260a }{ 260b }{ 260c }| #300| . |{ 255a }{ 255b }{ 255c }{ 255d }{ 255e }{ 255f }{ 255g }| #256|.|{ 490a }{ 490v }{ 490x }|.

#514|<br/><br/>|{ 514z }{ 514a }{ 514b }{ 514c }{ 514d }{ 514e }{ 514f }{ 514g }{ 514h }{ 514i }{ 514j }{ 514k }{ 514m }{ 514u }| #515|<br/><br/>|{ 515a }| #516|<br/><br/>|{ 516a }| #518|<br/><br/>|{ 5183 }{ 518a }| #520|<br/><br/>|{ 5203 }{ 520a }{ 520b }{ 520u }| #521|<br/><br/>|{ 5213 }{ 521a }{ 521b }| #522|<br/><br/>|{ 522a }| #524|<br/><br/>|{ 524a }| #525|<br/><br/>|{ 525a }| #526|<br/><br/>|{\n510i }{\n510a }{ 510b }{ 510c }{ 510d }{\n510x }| #530|<br/><br/>|{\n5063 }{\n506a }{ 506b }{ 506c }{ 506d }{\n506u }| #533|<br/><br/>|{\n5333 }{\n533a }{\n533b }{\n533c }{\n533d }{\n533e }{\n533f }{\n533m }{\n533n }| #534|<br/><br/>|{\n533p }{\n533a }{\n533b }{\n533c }{\n533d }{\n533e }{\n533f }{\n533m }{\n533n }{\n533t }{\n533x }{\n533z }| #535|<br/><br/>|{\n5353 }{\n535a }{\n535b }{\n535c }{\n535d }| #538|<br/><br/>|{\n5383 }{\n538a }{\n538i }{\n538u }| #540|<br/><br/>|{\n5403 }{\n540a }{ 540b }{ 540c }{ 540d }{\n520u }| #544|<br/><br/>|{\n5443 }{\n544a }{\n544b }{\n544c }{\n544d }{\n544e }{\n544n }| #545|<br/><br/>|{\n545a }{ 545b }{\n545u }| #546|<br/><br/>|{\n5463 }{\n546a }{ 546b }| #547|<br/><br/>|{\n547a }| #550|<br/><br/>|{ 550a }| #552|<br/><br/>|{ 552z }{ 552a }{ 552b }{ 552c }{ 552d }{ 552e }{ 552f }{ 552g }{ 552h }{ 552i }{ 552j }{ 552k }{ 552l }{ 552m }{ 552n }{ 562o }{ 552p }{ 552u }| #555|<br/><br/>|{ 5553 }{ 555a }{ 555b }{ 555c }{ 555d }{ 555u }| #556|<br/><br/>|{ 556a }{ 506z }| #563|<br/><br/>|{ 5633 }{ 563a }{ 563u }| #565|<br/><br/>|{ 5653 }{ 565a }{ 565b }{ 565c }{ 565d }{ 565e }| #567|<br/><br/>|{ 567a }| #580|<br/><br/>|{ 580a }| #581|<br/><br/>|{ 5633 }{ 581a }{ 581z }| #584|<br/><br/>|{ 5843 }{ 584a }{ 584b }| #585|<br/><br/>|{ 5853 }{ 585a }| #586|<br/><br/>|{ 5863 }{ 586a }| #020|<br/><br/><label>ISBN: </label>|{ 020a }{ 020c }| #022|<br/><br/><label>ISSN: </label>|{ 022a }| #222| = |{ 222a }{ 222b }| #210| = |{ 210a }{ 210b }| page 179 .

: </label>|{ 088a }| A. No. Bib. No.: </label>|{ 013a }{ 013b }{ 013c }{ 013d }{ 013e }{ 013f }| #030|<br/><br/><label>CODEN: </label>|{ 030a }| #037|<br/><br/><label>Source: </label>|{ 037a }{ 037b }{ 037c }{ 037f }{ 037g }{ 037n }| #010|<br/><br/><label>LCCN: </label>|{ 010a }| #015|<br/><br/><label>Nat.: </label>|{ 070a }{ / 070b }| #060|<br/><br/><label>National Library of Medicine Call No. No. 200i}|</h2> page 180 . Class. 200c}{ : 200e}{200d}{. No.: </label>|{ 024a }{ 024c }{ 024d }{ 0242 }| #027|<br/><br/><label>Standard Tech.: </label>|{ 082a }{ / 082b }| #080|<br/><br/><label>Universal Decimal Class.: </label>|{ 080a }{ 080x }{ / 080b }| #070|<br/><br/><label>National Agricultural Library Call No. No. Report.: </label>|{ 050a }{ / 050b }| #082|<br/><br/><label>Dewey Class. Bib.: </label>|{ 028a }{ 028b }| #013|<br/><br/><label>Patent No.2.: </label>|{ 074a }| #086|<br/><br/><label>Gov.: </label>|{ 015a }{ 0152 }| #016|<br/><br/><label>Nat.#024|<br/><br/><label>Standard No. No.: </label>|{ 060a }{ / 060b }| #074|<br/><br/><label>GPO Item No. No. 200h}{. No.: </label>|{ 027a }| #028|<br/><br/><label>Publisher. UNIMARC Default #200|<h2>Title : |{200a}{. Doc.1. Agency Control No.: </label>|{ 086a }| #088|<br/><br/><label>Report.: </label>|{ 016a }{ 0162 }| #600|<br/><br/><label>Subjects--Personal Names: </label>|{\n6003 }{\n600a}{ 600b }{ 600c }{ 600d }{ 600e }{ 600f }{ 600g }{ 600h }{--600k}{ 600l }{ 600m }{ 600n }{ 600o }{--600p}{ 600r }{ 600s }{ 600t }{ 600u }{--600x}{--600z}{--600y}{--600v}| #610|<br/><br/><label>Subjects--Corporate Names: </label>|{\n6103 }{\n610a}{ 610b }{ 610c }{ 610d }{ 610e }{ 610f }{ 610g }{ 610h }{--610k}{ 610l }{ 610m }{ 610n }{ 610o }{--610p}{ 610r }{ 610s }{ 610t }{ 610u }{--610x}{--610z}{--610y}{--610v}| #611|<br/><br/><label>Subjects--Meeting Names: </label>|{\n6113 }{\n611a}{ 611b }{ 611c }{ 611d }{ 611e }{ 611f }{ 611g }{ 611h }{--611k}{ 611l }{ 611m }{ 611n }{ 611o }{--611p}{ 611r }{ 611s }{ 611t }{ 611u }{--611x}{--611z}{--611y}{--611v}| #630|<br/><br/><label>Subjects--Uniform Titles: </label>|{\n630a}{ 630b }{ 630c }{ 630d }{ 630e }{ 630f }{ 630g }{ 630h }{--630k }{ 630l }{ 630m }{ 630n }{ 630o }{--630p}{ 630r }{ 630s }{ 630t }{--630x}{--630z}{--630y}{--630v}| #648|<br/><br/><label>Subjects--Chronological Terms: </label>|{\n6483 }{\n648a }{--648x}{--648z}{--648y}{--648v}| #650|<br/><br/><label>Subjects--Topical Terms: </label>|{\n6503 }{\n650a}{ 650b }{ 650c }{ 650d }{ 650e }{--650x}{--650z}{--650y}{--650v}| #651|<br/><br/><label>Subjects--Geographic Terms: </label>|{\n6513 }{\n651a}{ 651b }{ 651c }{ 651d }{ 651e }{--651x}{--651z}{--651y}{--651v}| #653|<br/><br/><label>Subjects--Index Terms: </label>|{ 653a }| #654|<br/><br/><label>Subjects--Facted Index Terms: </label>|{\n6543 }{\n654a}{--654b}{--654x}{--654z}{--654y}{--654v}| #655|<br/><br/><label>Index Terms--Genre/Form: </label>|{\n6553 }{\n655a}{--655b}{--655x }{--655z}{--655y}{--655v}| #656|<br/><br/><label>Index Terms--Occupation: </label>|{\n6563 }{\n656a}{--656k}{--656x}{--656z}{--656y}{--656v}| #657|<br/><br/><label>Index Terms--Function: </label>|{\n6573 }{\n657a}{--657x}{--657z}{--657y}{--657v}| #658|<br/><br/><label>Index Terms--Curriculum Objective: </label>|{\n658a}{--658b}{--658c}{--658d}{--658v}| #050|<br/><br/><label>LC Class.

}|<br/> #200||<label class="ipt">Notes : </label>|<br/><ul> #300||<li>{300a}</li>| #307||<li>{307a}</li>| #310||<li>{310a}</li>| #326||<li>{326a}</li>| #327||<li>{327a}</li>| #333|<li>Public : |{333a}</li>| #200||</ul>| #330||<label class="ipt">Abstract : </label>|<br/> page 181 . }</a>|<br/> #210a|<br/><label class="ipt">Place of pubblication : </label>|<a href="/cgi-bin/koha/catalogue/search.pl?op=do_search&idx=su&q={607a}"><img border="0" src="/opac-tmpl/css/en/images/filefind. }</a>|<br/> #200g|<label class="ipt">Co-authors : </label>|<a href="/cgi-bin/koha/catalogue/search.pl?op=do_search{&q=225a&idx=se}">{225a .png" height="15" title="Search on {610a}">{ 610a}</a></li>| #200||</ul>| #856|<label class="ipt">Electronic resource : </label>|<a href="{856u}">click here</a> to go to the external resource<br/> #010|<label class="ipt">ISBN : </label>|{010a . 461v}{(461d)}<br/>| #200b|<label class="ipt">Material Designation : </label>| {200b }|<br/> #101a|<label class="ipt">Language(s): </label>|<a href="/cgi-bin/koha/catalogue/search. 215d}{ + 215e}|<br/> #225a|<label class="ipt">Series :</label>|<a href="/cgi-bin/koha/catalogue/search.pl?op=do_search&idx=su&q={606a}"><img border="0" src="/opac-tmpl/css/en/images/filefind.pl?op=do_search{&q=200f&idx=au}">{200f . 225x}{ .pl?op=do_search&idx=su&q={601a}"><img border="0" src="/opac-tmpl/css/en/images/filefind. 225v}|<br/> #686|<label>Classification : </label>|{ 686a }|<br/> #608|<label>Form.pl?op=do_search{&q=461t&idx=ti}">{461t}</a>{N∞ 461h} {v.png" height="15" title="Search on {608a}">{ 608a}</a>|<br/><br/> #200||<label class="ipt">Subjects : </label><br/>|<ul> #600|<label class="ipt">Person(s) </label><br/> |<li><a href="/cgi-bin/koha/catalogue/search.pl?op=do_search&idx=pl&q={210a}">{210a}</a>|<br/> #210c|<label class="ipt">Publisher : </label>|<a href="/cgi-bin/koha/catalogue/search.pl?op=do_search&idx=su&q={610a}"><img border="0" src="/opac-tmpl/css/en/images/filefind.}</a> | #225||{ = 225d}{ : 225e}{.pl?op=do_search{&q=101a&idx=ln}">{101a}</a>|<br/> #200f|<label class="ipt">Authors : </label>|<a href="/cgi-bin/koha/catalogue/search.#461|<label class="ipt">A part of : </label>|<a href="/cgi-bin/koha/catalogue/search.}|<br/> #011|<label class="ipt">ISSN : </label>|{011a . 225h}{.png" height="15" title="Search on {606a}">{ 606a}</a></li>|<br/> #607|<label class="ipt">Place(s) </label><br/>|<li><a href="/cgi-bin/koha/catalogue/search.pl?op=do_search{&q=200g&idx=au}">{200g . 225i}{ / 225f}{.png" height="15" title="Search on {607a}">{ 607a}</a></li>|<br/> #610|<label>Keywords</label><br/>|<li><a href="/cgi-bin/koha/catalogue/search.pl?op=do_search&idx=pb&q={210c}">{210c . }</a>|<br/> #210d|<label class="ipt">Date of pubblication : </label>|{ 210d}|<br/> #215|<label class="ipt">Description : </label>|{215a}{ : 215c}{ .pl?op=do_search&idx=su&q={608a}"><img border="0" src="/opac-tmpl/css/en/images/filefind. Genre : </label>|<a href="/cgi-bin/koha/catalogue/search.pl?op=do_search&idx=su&q={600a}"><img border="0" src="/opac-tmpl/css/en/images/filefind.png" height="15" title="Search on {600a}">{ 600a}</a></li>|<br/> #601|<label class="ipt">Organisation(s) </label><br/>|<li><a href="/cgi-bin/koha/catalogue/search.png" height="15" title="Search on {601a}">{ 601a}</a></li>|<br/> #606|<label class="ipt">Term(s) </label><br/>|<li><a href="/cgi-bin/koha/catalogue/search.

582a'.1.nexpresslibrary.100d.810a.2.246a. Fit to Printable Width should be automatically selected.504a.245c.210a. 'lccn' => '010a'.222a.518a. 'note' => '500a.6119'.3. we are using version 5. B. page 182 .111a.610*.111b. 'author' => '100a.585a. then choose the printer model from the Printers drop-down list.1.521a. Configuring Receipt Printers The following instructions are for specific receipt printers.533a. 'isbn' => '020a'.611*. 'bc' => '952p'.830a'. 'biblionumber' => '999c'. go to Technical Resources. NoZebraIndexes Default 'title' => '130a. but can probably be used to help with setup of other brands as well.526a. Register at the EpsonExpert Technical Resource Center website to gain access to the drivers.110a. 501a.690*'.800a.505a.440a.250b.653*. 'homebranch' => '952a. the EPSON TM-T88IV version is ReceiptE4. click Printing Defaults button Layout Tab: Paper size: Roll Paper 80 x 297mm TM-T88III: Layout Tab: Check Reduce Printing and Fit to Printable Width TM-T88IV: Check Reduced Size Print.952c' Appendix B.711a. Click Start > Printers and Faxes > Right click the receipt printer > Properties: Advanced Tab.250a. 'date' => '260c'.811a'.700a.100b.508a.org/go-live/configure-your-receipt-printers/ B.546a.111d.247a.563a.245b. For Epson TM-T88III (3) & TM-T88IV (4) Printers NEKLS2008http://www. 'publisher' => '260b'. 'callnum' => '952o'.710a. 'itemtype' => '942c'.240a.583a.555a.524a. Click OK on the popup window that appears.0.243a.562a.111c.655*.0 of the Epson TM-T88III print driver.530a.541a.522a.630*.246b.6109.511a. 'issn' => '022a'.520a. 'subject' => '600*.651*.#330||{330a}|<br/> #200||<br/><h2>Items</h2>| #200|<table>|<th>Call number</th><th>Copy note</th><th>Fonds</th><th>Genre detail</th><th>Circulation type</th><th>Barcode</th>| #995||<tr><td> {995k}</td><td> {995u}</td><td> {995y}</td><td>{995e} </td><td> {995o}</td><td>{995f}</td></tr>|</table> A.556a.538a.654*.245a. 'an' => '6009.247b.1.650*. 'dewey' => '082'.662*.100c. In the Print Driver For these instructions.

OK your way out of there.0 for Margins on Margins & Header/Footer Tab. then choose the printer model from the Printers drop-down list. Fit to Printable Width should be automatically selected. Look for print.1. Right click the preference area and select New > Boolean Type print. go ahead and print whatever page you are on.2.always_print_silent in the dialog box and set the value to True. Type. Type about:config.0. Setting the print. This makes the receipts use all available space on the paper roll.1. If the preference is there then set the value to true. This removes all of the gunk you might normally find on a print from firefox. B. such as the URL. go to Technical Resources. etc. number of pages.always_print_silent. such as the URL. Click "I'll be careful. This makes the receipts use all available space on the paper roll.always in Filter. B.2. B. OK your way out. For Epson TM-T88II (2) Printers NEKLS2008http://www. Set all Headers/Footers to -blank-. in the address bar. In Firefox Under File > Page Setup: Shrink to fit page on Format & Options tab 0. Click OK Set the default printer settings in Firefox so you don't see a "Print" dialog: Go to File > Print Set the Printer to the receipt printer. In Firefox Under File > Page Setup: Shrink to fit page on Format & Options tab 0. I promise!" on the warning message.0. This removes all of the gunk you might normally find on a print from firefox. If the preference is not there (and it shouldn't be in most browsers) you have to add the preference.2. Click the Advanced (or Properties) button Layout Tab: Paper size: Roll Paper 80 x 297mm TM-T88III: Layout Tab: Check Reduce Printing and Fit to Printable Width TM-T88IV: Check Reduced Size Print. print. Set all Headers/Footers to -blank-. etc.0 for Margins on Margins & Header/Footer Tab. Click OK page 183 .org/go-live/configure-your-receipt-printers/ Register at the EpsonExpert Technical Resource Center website to gain access to the drivers. number of pages. This sets the print settings in Firefox to always use the same settings and print without showing a dialog box.0. click OK on the popup window that appears.always_print_silent setting in about:config DISABLES the ability to choose a printer in Firefox.nexpresslibrary.0.

always_print_silent setting in about:config DISABLES the ability to choose a printer in Firefox. B. Look for. Type. I promise!" on the warning message.Set the default printer settings in Firefox so you don't see a "Print" dialog: Go to File > Print Set the Printer to the receipt printer.4. in the address bar.Engard2010https://docs.always_print_silent. with either the parallel or USB interface.exe This executable actually does all of the installation. the install program may not put the printer on the correct port. B. Additionally.google. For Star SP542 Printers RHCLNicole C. as well as skipping the step where you have to click OK. Instead. This is easily corrected by going to "Start -> Printers and Faxes -> Properties for the SP542 printer -> Ports". automatically printing the right sized slip. we have experienced significant pauses and delays in printing with it. If the preference is not there (and it shouldn't be in most browsers) you have to add the preference. Click "I'll be careful. Installing the Printer While the following comments are based on the Star SP542 receipt printer.always_print_silent in the dialog box and set the value to True. even if not indicated by the installation software or the operating system.always in Filter.1. The Star SP542 receipt printer works well with Koha and Firefox on Windows XP SP3. A reboot may be required. This printer.3. then check the appropriate port.3. Print whatever page you are on.always_print_silent does not come up page 184 . Type about:config. print. you will not need to use the Microsoft Windows "Add Printer" program. especially if using the USB interface. You will need the following executable file which is available from numerous places on the Internet: linemode_2k-xp_20030205. If print.Engard2010 B. print. is fairly easy to install and configure.com/View?id=dcccx9zm_3htvhwzgc#Setting_up_your_SLIP_printer_1_18087191815760117 Open File > Page Setup Make all the headers and footers blank Set the margins to 0 (zero) In the address bar of Firefox. Right click the preference area and select New > Boolean Type. print.always_print_silent and double click it Change it from false to true This lets you skip the Print pop up box that comes up. Setting the print. This sets the print settings in Firefox to always use the same settings and print without showing a dialog box. the option for the software monitor not be selected. Configuring Firefox to Print to Receipt Printer VOKALNicole C. We recommend that when installing. If the preference is there then set the value to true. they probably apply to all printers in the SP5xx series. simply choose to install the receipt printer without the monitor. type about:config Search for print.

Lynn.print_printer You may have to choose Generic/Text Only (or whatever your receipt printer might be named) Appendix C. Bruce. PA 19107 Dear Nicole Engard (23529000035726). at the time of this notice. If you have registered a password with the library. Philadelphia. page 185 .always_print_silent" as the name (without quotes) Click OK Select true for the value You may also want to check what is listed for print. 06/27/2008 Eating fractions / 502326000022 McMillan. Reader's Digest (0034-0375) Published 12 times a year (monthly) The Volume number changes every 6 months and the the numbers continues on (requires an advanced pattern). Sincerely. Thanksgiving week. Example Notice Nicole Engard 410 Library Rd. this would be set up as to roll over on issue 25.2. the first and last weeks of the year" but this does not match the pattern for 2007 or 2008 In the Jul-Dec there are 26 issues In the Jan-Jun there are 25 issues (no issue for the first week of January) Since the irregularity on the first # 26 does not skip a week.1. If you believe you have returned the items below please call at and library staff will be happy to help resolve the issue. People Weekly (1076-0091) Published weekly The website says "on Saturday except the first week of August.Right click on a blank area of the preference window Select new > Boolean Enter "print. Please return or renew them as soon as possible to avoid increasing late fines. Library Staff Appendix D. The following item(s) are currently overdue: 07/08/2008 Creating drug-free schools and communities : 502326000054 Fox. According to our records. The 26th issue in the second half of the year would have to be received as a supplemental. Sample Serials D. you have items that are overdue. D. you may use it with your library card number to renew online. C.

The irregularity check will complain that 52 issues were expected, but 25 entered. The current irregularity check can only check that the first position of the numbering pattern matches the expected issue count of the periodicity. But we do need to trigger the rollover on the volume, so we need to define the last two weeks of the year as irregularities. So we receive 50 issues the first 50 weeks, then one supplemental issue in week 51, which we have to define the enumeration for, then the next predicted issue will be the following year's first week.

Appendix E. Using Koha as a Content Management System (CMS)

E.1. Setup
These are instructions for taking a default install of Koha 3.0 and allowing it to function as a little content management system. This will allow a library to publish an arbitrary number of pages based on a template. This example uses the template for the main opac page, but you could just as well use any template you wish with a bit more editing. This may be appropriate if you have a small library, want to allow librarians to easily add pages, and do not want to support a complete CMS. Copy /usr/share/koha/opac/cgi-bin/opac/opac-main.pl to /usr/share/koha/opac/cgi-bin/opac/pages.pl (in the same directory) Edit pages.pl in an editor At approximately line 32 add: my $cgi = new CGI; At approximately line 36 change this code: template_name => "opac-main.tmpl", To this code: template_name => "pages.tmpl", At approximately line 54 change this code: $template->param( koha_news => $all_koha_news, koha_news_count => $koha_news_count ); To this: my $page = "page_" . $cgi->param("p"); $template->param( koha_news => $all_koha_news, koha_news_count => $koha_news_count, local_page => "" . C4::Context->preference($page) ); Copy /usr/share/koha/opac/htdocs/opac-tmpl/prog/en/modules/opac-main.tmpl to /usr/share/koha/opac/htdocs/opac-tmpl/prog/en/modules/pages.tmpl At approximately line 38, change this: <!-- TMPL_IF NAME="OpacMainUserBlock" --><div id="opacmainuserblock" class="container"><!-TMPL_VAR NAME="OpacMainUserBlock" --></div><!-- /TMPL_IF --> To this: <!-- TMPL_IF NAME="local_page" --><div id="opacmainuserblock" class="container"><!-- TMPL_VAR NAME="local_page" --></div><!-- /TMPL_IF --> In system preferences in the staff client, click the button for "New Preference" under "Local Use"

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Fill it out as so Explanation: test page for pages tiny cms Variable: page_test Value: Lorem ipsum Click the TextArea link (or enter "TextArea" into the input field below it) variable options (last field): 80|50

In a browser go to http://youraddress/cgi-bin/koha/pages.pl?p=test The page should come up with the words "Lorem ipsum" in the main content area of the page. (replace "youraddress" with localhost, 127.0.0.1, or your domain name depending on how you have Apache set up.) To add more pages simply create a system preference where the title begins with "page_" followed by any arbitrary letters. You can add any markup you want as the value of the field. Reference the new page by changing the value of the "p" parameter in the URL.

E.1.1. Troubleshooting
If you have problems check file permissions on pages.pl and pages.tmpl. They should have the same user and group as other Koha files like opac-main.pl.

E.1.2. Bonus Points
Instead of using the address http://youraddress/cgi-bin/koha/pages.pl?p=test you can shorten it to http://youraddress/pages.pl?p=test Just open up /etc/koha/koha-httpd.conf and add the follow at about line 13: ScriptAlias /pages.pl "/usr/share/koha/opac/cgi-bin/opac/pages.pl" Then restart Apache.

E.2. Usage
After setting up Koha as a CMS you can create new pages following these instructions:

E.2.1. Adding Pages
To add a new page you need to add a system preference under Local Use. Get there: More > Administration > Global System Preferences > Local Use Click 'New Preference' Enter in a description in the Explanation field Enter a value that starts with 'page_' in the Variable field Enter starting HTML in the Value field Set the Variable Type to Textarea Set the Variable options to something like 20|20 for 20 rows and 20 columns

E.2.2. Viewing your page
You can view your new page at http://YOUR-OPAC/cgi-bin/koha/pages.pl?p=PAGENAME where PAGENAME is the part you entered after 'page_' in the Variable field.

E.2.3. Example
This process can be used to create recommended reading lists within Koha. So once the code changes have been made per the instructions on 'Koha as a CMS' you go through the 'Adding a New Page' instructions above to great a page for 'Recommended Reading Lists'

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Next we need to create pages for our various classes (or categories). To do this, return to the 'Adding a New Page' section and create a preference for the first class. Next you'll want to link your first page to your new second page, go to the page_recommend preference and click 'Edit.' Now you want to edit the HTML to include a link to your newest page:

E.2.4. Live Examples
The Crawford Library at Dallas Christian College is using this method for their recommended reading lists: http://opac.dallas.edu/

Appendix F. Resetting the Koha Database
These notes on how to reset the database for Koha 3 were derived from the following email thread: http://lists.koha-community.org/pipermail/koha-devel/2009-January/008939.html Resetting the database may be useful if you install Koha with the sample data, and then wish to use real data without reinstalling the software.

F.1. Truncate Tables
Use your preferred MySQL client to truncate the following tables: bibio biblioitems items auth_header sessions zebraqueue

F.2. Reset the Zebra Index
Run the following commands to reset the authorities and biblios Zebra indices. $ zebraidx -c /etc/koha/zebradb/zebra-authorities-dom.cfg -g iso2709 -d authorities init $ zebraidx -c /etc/koha/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init

Appendix G. Important Links

G.1. Koha Related
Report Koha Bugs - http://bugs.koha-community.org Koha Versioning Control - http://git.koha-community.org/ Database Structure - http://git.koha-community.org/cgi-bin/gitweb.cgi?p=koha.git;a=blob_plain;f=installer/data/mysql/kohastructure.sql;hb=HEAD Koha as a CMS - http://wiki.koha-community.org/wiki/Koha_as_a_CMS Kyles's Koha Tools - http://millruntech.com/koha/koha-tools Koha Bibliography - http://www.zotero.org/groups/koha Koha Shared Links - http://groups.diigo.com/group/everything-koha Koha Presentations - http://www.slideshare.net/group/koha-ils/slideshows

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G.2. Cataloging Related
Koha MARC Tutorials - http://www.pakban.net/brooke/ Z39.50 Server Search - http://targettest.indexdata.com/ Z39.50 Server List - http://staff.library.mun.ca/staff/toolbox/z3950hosts.htm Library of Congress Authorities - http://authorities.loc.gov/ MARC Country Codes - http://www.loc.gov/marc/countries/ Search the MARC Code List for Organizations - http://www.loc.gov/marc/organizations/org-search.php Search for Canadian MARC Codes - http://www.collectionscanada.gc.ca/illcandir-bin/illsear/l=0/c=1

G.3. Enhanced Content Related
Amazon Associates - https://affiliate-program.amazon.com Amazon Web Services - http://aws.amazon.com WorldCat Affiliate Tools - http://www.worldcat.org/wcpa/do/AffiliateUserServices?method=initSelfRegister XISBN - http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp LibraryThing for Libraries - http://www.librarything.com/forlibraries

G.4. Design Related
JQuery Library - http://wiki.koha-community.org/wiki/JQuery_Library Owen Leonard's Koha Blog - http://www.myacpl.org/koha

G.5. Reports Related
SQL Reports Library - http://wiki.koha-community.org/wiki/SQL_Reports_Library Sample reports from NEKLS - http://www.nexpresslibrary.org/training/reports-training/

G.6. Installation Guides
Installing Koha 3 on Ubuntu - http://www.blazingmoon.org/guides/k3-on-u810-1.html Koha on Debian installation documentation - http://openlib.org/home/krichel/courses/lis508/doc/koha_installation_overview.html Koha 3.2 on Debian Squeeze - http://wiki.koha-community.org/wiki/Koha_3.2_on_Debian_Squeeze

G.7. Misc
Zotero - http://zotero.org SOPAC - http://thesocialopac.net

Appendix H. Koha XSLT Item Types

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if your leader is not cataloged properly it might be best to turn off the DisplayOPACiconsXSLT preference (which can be done while leaving the other XSLT preferences turned on). Book [BK] leader6 = a (and one of the leader7 values below) leader7 = a leader7 = c leader7 = d leader7 = m leader6 = t Computer File [CF] leader6 = m Continuing Resource [CR] leader7 = b leader7 = i leader7 = s Map [MP] leader6 = e leader6 = f Mixed [MX] leader6 = p Sound [MU] leader6 = c leader6 = d leader6 = i leader6 = j Visual Material [VM] leader6 = g leader6 = k leader6 = r Kit leader6 = o page 190 . OPACXSLTResultsDisplay. These images are coming from values found in your leader.When you have any of the XSLT system preferences (OPACXSLTDetailsDisplay. and/or XSLTResultsDisplay) along with the DisplayOPACiconsXSLT preference turned on you will see item type icons on the related screen. XSLTDetailsDisplay.

Similarly. Adding a prefix to call numbers When bringing data into Koha.mrc format.xls file in this step. Click Next when the following window appears. we will convert excel format into . For this again open MarcEdit and Select MARC Tools. Then Click Execute. I.1. I. Open MarcEdit Click 'MarcEditor' Go to Tools > Edit Subfield Data To prepend data the special character is: ^b To simply prepend data to the beginning of a subfield.com/geeks/how-import-excel-data-koha Suppose you have records of your library in excel data sheet format and want them to import into Koha.Appendix I.mrk format First. MarcEdit I. You can view the file by double clicking on it.botskool. Importing Excel data into Koha Kanika GoyalNicole C. Browse for your excel file.mrk file that we have created in the above step into raw Marc format that can be directly imported into Koha.2.mrk file into .mrk file from . You can download it from http://people. Well here is a very simple solution for you which will let you import your excel records in Koha easily.html.mrc We will convert . Converting from Excel format into . One common action among Koha users is to add a prefix to the call number. for more information on marc21 format visit the official library of congress site.oregonstate.2.edu/~reeset/marcedit/html/downloads.mrk) has been created. Click Close and we have created a .xls). Suppose for Field 0 that is first column I entered Map to: 022$a( Valid ISSN for the continuing resource) and then click on Apply. add ^b to the Field Data: textbox and the data to be appended in the Replace To prepend data to the beginning of the subfield while replacing a text string. You can customize Indicators and all other things. you may want to first clean it up. fill all the other entries such as Output File.2. Similarly map all other fields and then Click on Finish. page 191 .Engard2010http://www. Now you will be prompted for mapping the fields to recognise the fields by standard marc format. And then a window will appear indicating that your Marc Text File(*. Convert . But how will you do this? Koha will not let you import excel records directly. First. Follow the given steps to import your excel records into Koha I. Locate your input file and name your output file. Now open it and select Add-ins-->Delimited Text Translator. add ^b[string to replace] to the Field Data textbox and the data to be appended in the Replace With textbox.2.mrk format. Next Select MarcMaker to convert .mrk file to . we will convert excel file into Marc file and then will import it into Koha. Excel Sheet Name and check UTF-8 Encoded (if required) and Click Next. Locate your excel file by choosing the format Excel File(*.1. For this we will use MarcEdit.

1. Display J. e. J.mrc into Koha More information on importing records into Koha can be found in the 'Stage MARC Records for Import' section of this manual. Thats it. Remember to put the icons in both places (on the OPAC and the intranet). Next Click on Stage MARC Records for Import. Adding a mapping for "subtitle" -> "245b" for an item's framework results in display of the subtitle in OPAC and staff client search and detail pages (although not in all instances where subtitles might be displayed. Click on Import this batch into catalog when you are done. After all the records get imported.000 records in Koha Appendix J. To add additional icons to your system you simply add a new directory to koha-tmpl/intranet-tmpl/prog/img/itemtypeimg/ and to koha-tmpl/opac-tmpl/prog/itemtypeimg and put your icons in the new directory. we have imported around 10. I.mrc file). J. Subtitle Display on Bib Records Question: How do I get the subtitle to display on the detail pages for my bib records? Answer: Subtitle display now depends on there being a keyword mapping for the MARC field in question.2. Custom Item Type/Authorized Value Icons Question: Can I have my own set of item type images (or authorized value icons)? Answer: Absolutely. Import . When the import is done. Koha comes with a series of original images that you can alter to meet your needs. Customize Logo on Staff Client page 192 . And within few minutes. The originals can be found in the misc/interface_customization/ directory. Here you can even change matching rules.1. choose your previously created .4. After this.2. Customizing Koha Images Question: Can I customize the images in the OPAC? Answer: Absolutely. Click Close and now we have raw Marc records wih us (. check Status and it should read "imported" You can even undo the Import operation.1.3. You can also add comment about file and finally click on Stage For Import.1. Your icons will show up in a new tab as soon as they are in the folders. FAQs J.mrc file into Koha.1. click on Manage staged records.mrc file and click on Upload.1.And it will show you the Result. the Cart).g. J.3. Click on Tools in your Koha staff client. Finally we will import above created . you will get a result something like this Next.

. Then you just need to change the #login h1 a's "height" property to match the height of the image you choose. margin-top:0. You can see that the "background:" property sets the path to the default logo. text-indent:-1000px. height:74px.png") page 193 .Owen LeonardJuly 2010 Question: How do I change the Koha logo on the Staff Client login page? Answer: Opacsmallimage controls the display of the Koha logo in the OPAC./. display:block. } #login h1 a { height:74px.. For example: //]]> </script> <style type="text/css"> /* inline styles */ #login h1 { background:url("http://www.5em. Luckily the logo is displayed via CSS so it can be easily customized through some custom CSS. You can change this to point to any image you want./img/koha-logo. on the Koha server or anywhere else. There is no analogue to the OPACUserCSS preference in the staff client. margin-bottom:0. These are the relevant parts of the staff client default CSS: #login h1 { background:url(".org/sites/all/themes/npl/logo. } If you have access to the file system on your Koha server you can add a custom CSS file and specify that file using the intranetcolorstylesheet system preference. but there is no system preference controlling the logo on the staff client login page. } </style> <script type="text/javascript"> //<![CDATA[ I've only reproduced the properties necessary to make the change we want. but you can get around this by putting this in the intranetuserjs preference: //]]> </script> <style type="text/css"> /* inline styles */ </style> <script type="text/javascript"> //<![CDATA[ In the above snippet where it says /* inline styles */ we'll redeclare the relevant properties from the styles of the login image: //]]> </script> <style type="text/css"> /* inline styles */ #login h1 { background:url("./. } #login h1 a { border-bottom:medium none.gif") no-repeat scroll center top transparent...gif") no-repeat scroll center top transparent./img/koha-logo.myacpl.

author In this example. that's not a requirement for the feature. Within the notice file. and to do a page break between notices.2.pl /tmp/noticedir J.2. default branchcode and default patron category. the text is spaced down or over to where it will print properly on the form.pl -t -html /tmp/noticedir -itemscontent issuedate. A quick fix is to discard "default rule" for instance. The only way to change the effective checkin date in dropbox mode is to modify the calendar. but the other two items refuse to renew even though they should be eligible.no-repeat scroll center top transparent. That will catch anyone who doesn't match a specific rule.date_due. Duplicate Overdue Notices Question: Why are patrons getting two overdue notices? Answer: This tool takes all branches in the overdue rules and sent notifications to them. Unable to Renew Items Question: We're trying to renew some items for our patron. You will only have one dropbox date and that will be the last day that the library open (determined by the holiday calendar) because there is no real way to know what day the books were dropped into the box during the 4 closed days.html (or holdnotices-2009-11-24. The cron entry is gather_print_notices. One of the items is on hold and ineligible for renewal. Patrons who do not match a specific rule will get blocked from placing holds. page 194 . The overdue notice cron job has a setting to generate the overdue notices as HTML for printing.2. Then a nightly cron job runs to gather those up from the message queue and put them in an HTML file in the notice directory.they get a filename like notices-2009-11-24. The overdue notice itself can be formatted to fit a Z-mailer. That's so that when staff print it out. it just returns a little message that says “renewal failed". When I try to use the override renewal limit.1. } </style> <script type="text/javascript"> //<![CDATA[ J. as above. The command line needs to specify a web-accessible directory where the print notices will go -.2.3. Any idea what's going on here? Answer: At the very least you will need to set an absolute default circulation rule. there would be more than one day needed for the dropbox date. J. So.html). J. since there was no baseline number of holds to utilize. Dropbox Date Question: How is the dropbox date is determined? Is it the last open date for the checkout branch? Is it today's date minus one? Can the dropbox checkin date be set? Answer: If the library is closed for four days for renovations. This rule should be set for the default itemtype. we wanted to use only certain item fields in our notices. The print notices for holds are different -. An example of this useage would be: overdue_notices.there's a separate HOLD_PRINT notice file and the system uses it if there's no email address. the notification will be generated twice. so we specified itemscontent fields in the cron entry. Circulation J. } #login h1 a { height:71px. for example. That syspref says to truncate the print notice at that page length and put in a message about go check your OPAC account for the full list. The print and email overdues use the same notice file.4.title. Printing Overdue Notices Question: Can I print overdue notices for patrons without email addresses on file? Answer: Yes.2. The script has code that wraps around the notice file to tell the HTML to obey the formatting. they get one per page.barcode. if you have a default rule & a branch rule. We had to add an extra syspref (PrintNoticesMaxLines) to specify page length because our client allows a _lot_ of checkouts which meant some notices were running onto multiple pages.2.

J.. default branchcode and default patron category. I've found this occurs somewhere between 600 and 1000 items on a 'normal' bibliographic record.3. When it is set to 'don't allow' these fields will be locked and require you to search for an existing authority record.4.J. which breaks indexing for that record.1. you initially plan for how it's going to be spent over time.3.3. default item and default patron category then you may see patrons getting blocked from placing holds. Koha to MARC Mapping Question: What's the relationship between 'Koha to MARC Mapping' and 'MARC Bibliographic Frameworks'? Answer: Mapping can be defined through 'MARC Bibliographic Frameworks' OR 'Koha to MARC Mapping'. That will catch all instances that do not match a specific rule.4.6.1. $1000 in Feb. Acquisitions J. Keyboard Shortcuts Question: Do I have to use my mouse to access the checkout.2. You can basically do the same thing with a list of values in lieu of the months.2. J.3. So you plan for $1000 in Jan. $3000 in March. This rule should be set for the default itemtype. checkin and cataloging tabs at the top of the circulation pages? Answer: You can jump between the tabs on the quick search box at the top of the screen by using the following hot keys (if the tab is available): jump to the catalog search with Alt+Q jump to the checkout with Alt+U this will not work for Mac user jump to the checkin with Alt+R Mac users use the OPTION button in place of ALT J. Cataloging J. Number of Items Per Bib Record Question: Is there a limit on the number of items I can attach to a bib record? Answer: There is no explicit limit to the number of items you can attach to a bibliographic record.3. the mapping will change in the other as well. Unable to Place Holds Question: Why can't I place holds when I have all of the preferences turned on. etc. J. 'Koha to MARC Mapping' is just a shortcut to speed up linkage. that's the most natural thing to do. Say you have a list like this one: page 195 .5. your MARC record will exceed the maximum file size limit for the ISO-2709 standard. Answer: You probably need to set a default circulation rule. J. Planning Categories Question: What is a planning category? Answer: When you plan in advance for the way your budget is going to be spent. or 7xx fields in my catalog record? Answer: These fields are authority controlled and you probably have the BiblioAddsAuthorities set to 'allow'. (In other words. the two modules 'overwrite' each other in order to prevent conflicts from existing in Koha). 6xx. but if you attach enough of them. Authority Fields Question: Why can't I edit 1xx. When checking out if you do not have a rule for the default branch. If you change a mapping in one of these modules.2. At the very least you will need to set an default circulation rule.

that is in April 2011 if you don't set inner counter. If you begin with first issue of the year write nothing or 0.1.6. year {Y} First issue : No 4.6. Fines Table Question: What do the codes in the accounttype field in the accountlines table stand for? page 196 . Then. year 2010 For the year Y : you will want the year change on january 2011 So. Reports J.6. Advanced Patterns Question: What is the 'inner counter' on the advanced serials pattern interface? Answer: I think it is better to give an example to understand this : Example for a monthly subscription : First issue publication date : april 2010 Numbering : No {X}. Upon acquiring new material. 10% on books more than 10 years old. Then you plan for it. you'll be able to compare the goals set.5. Inner counter says to koha to take into account the first issues of the year. the advanced pattern for Y will be : Add : 1 once every : 12 When more than 9999999 inner counter : 3 Set back to 0 Begins with 2010 Year is going to change after 12 received issues from april 2010.5. with what's been achieved. J. etc.< 1 month < 6 months < 1 year < 3 years < 10 years > 10 years The list is meant to represent when the books acquired where published. at the end of the year. J. Define Codes Stored in DB J. Serials J. for a given item.1. saying: we went to spend at list 40% of our budgets on books published less than a year ago. you'll be able to select. Set inner counter to 3 will say to Koha : change year after 12-3 = 9 received issues.1. a value from this list in a drop down. even if they are not received with Koha.1. after the material has been acquired.

1.7. and only with no limit in Location (All libraries needed) J. Searching for Terms that Start With a Character Question: How do I search for all titles that start with the letter 'C'? Answer: You can choose to search for things that start with a character or series of characters by using the CCL 'first-in-subfield' page 197 . Advanced Search J. Searching J.7. so a query to catch them all would include a clause like "type LIKE 'Credit%'" J.1. enter a term. click 'scan indexes' and do the search.2. Scan Indexes Question: What does 'scan indexes' on the advanced search page mean? Answer: When you choose an index.6. Statistics Table Question: What are the possible codes for the type field in the statistics table? Answer: localuse Registers if an item that had been checked out to a statistics patron (category type = 'X') is returned issue return renew writeoff payment CreditXXX stores different types of fee credits. but first in the indexes It works only for one index at once.Answer: A = acc't management fee C = credit F = overdue fine FOR =forgiven FU = overdue. Koha displays the searched term and the following terms found in this index with the number of corresponding records That is search is not made directly in the catalog.1.7.2.1.1.7. still acccruing L = Lost Item M = Sundry N = New Card PAY = payment W = writeoff J.

Amazon Private Key Question: Why do I need the AWSPrivateKey as well as the AWSAccessKeyID to use Amazon Content? Answer: After 2009-08-15. such as root. if anybody has any idea how to make it work.1. but I am concerned about the errors. If the user doesn't do this before 2009-08-15.1.9.8.pl.) http://aws. why is that? Answer: Amazon's API checks your server time on all requests and if your server time is not set properly requests will be denied. What this means in practice (assuming the user has elected to use any enhanced content from Amazon) is that The user must get a Amazon Secret Access Key.8./rebuild_zebra. Amazon Web Services will expect that all requests to the Product Advertising API. permissions will be lost. If one rebuilds the zebra indexes as root. J.8. Zebra ends up indexing and search works. Once that is done. reviews and TOCs will no longer be supplied from Amazon. and the files will be owned by the user who ran rebuild_zebra. Thus.' (if you want to do this.8.amazon. include signatures. When new records are added it takes a bit longer to index than we think they should. which typically run under the user koha. which is what Koha uses for retrieving reviews and other enhanced content from Amazon. You could therefore use the script misc/batchupdateISBNs. And then search in your database for that isbn.9.8.first-in-subfield=C J. going to the 'Access Identifiers' page. but none of the content appears in my system.2. Amazon J. Or. Any ideas? Answer: Rebuild_zebra. System Administration J. The contents of the Secret Access Key should then be entered into the new AWSPrivateKey system preference. J.2. will not be able to update the indexes. This patch and subsequenct patches implement this functionality. he should be given the permission to execute 'sudo -u Koha . Answer: In fact.com/. Note that the requirement to sign requests does *NOT* appear to apply to simply displaying book covers from Amazon. as root user. Thus. All Amazon Content Question: I have all of the Amazon preferences turned on and have entered both of my keys. If one desires that another user be able to execute rebuild_zebra. Also important is that other users. and not root. although there should be no crashes . and from there retrieving and/or creating a new Secret Access Key.pl.pl command.pl. you also have to edit the sudoers file to pass the PERL5LIB variable with the env_keep option as by default sudo strips away almost all environment variables).example: ti. don't manually execute rebuilds..in your local ISBNs) J. That seems to me the easiest thing to do. but do not get the same result as Nelsonville public library. but for whatever reason it didn't seem to work due to some problem with the PERL5LIB variable that I wasn't able to figure. it's important then that the zebra rebuilds are put in the cronjob file of the user koha.pl -r deletes all of the files in the Zebra db directories (such as reci-0.2.2. If it worked and were the default.1. the daemons. page 198 . this feature is quite tricky to make that right. I think it would help folks to avoid a great deal of the problems that come up with zebra. FRBRizing Content Question: At our public library we are running a Koha installation and we've tried to turn on all the nice functionalities in Koha such as the frbrising tool.pl. I've also tried to set the sticky bit on rebuild_zebra. So both xisbn and your internal isbn (in biblio table) have to be normalized.the content will simply not show up. one can use a simple 'su koha' and then the rebuild_zebra. This can be done by logging in to the user's AWS account at (e.log file.g. Running rebuild zebra is often faster. First it looks at xisbn service. To resolve this issue be sure to set your system time appropriately.pl (it removes all the . grabbing reviews and table of contents from Amazon should work as normal. Errors in Zebra Cron Question: I am noticing some errors in the koha-zebradaemon-output.mf) and then recreates them. Once that change in made Amazon content should appear immediately. On Debian the the command is date -s "2010-06-30 17:21" (with the proper date and time for your timezone).. Enhanced Content J.

it will work. if so. can you take the scanner. Barcode Scanners Question: What barcode scanners have been known to work with Koha? Answer: The simple rule of thumb is. does it act like a keyboard device?. Making Z39.3. Answer: This is because you created the new shelving location with a code value of 0 (zero) Just FYI the system interprets authorized values of 0 as equaling a null so when you edit a record in cataloging where the authorized value in a field was assigned where the code was 0. Most scanners are capable of reading several barcode types . As an example. to see whether the scanner can read scuffed or slightly wrinkled ones successfully. J. Hardware J.2.some can be set 'always on' and may come with a stand. You may need to adjust settings slightly.9.9.2. some have buttons on top. if so. you could define an authorized values category (perhaps called "INST") and enter the institution codes as the authorized values for that category.5.9. You might want to restrict the 850a MARC subfield to the institution codes for just those libraries. One more tip . Think about the staff working with the hardware before choosing. Koha automatically sets up authorized value categories for your item types and branch codes.there are many. let us assume that your Koha installation is used by several libraries. the value displays as null in the item editor (or MARC editor) instead of the value the library meant it to be. such as prefix and suffix characters.<listen id="publicserver" >tcp:@:9999</listen> --> to be: <listen id="publicserver" >tcp:@:9999</listen> Then restart zebasrv and connect on the port specified (9999).10. some have triggers under the handle.10. J. (i. and you can link these authorized values to MARC subfields when you set up your MARC tag structure.10.e. the new shelving location I created is not showing up by default in the items where I assigned it to. and you use MARC 21.50 Target Public Question: Could someone tell me the exact steps I need to take to configure Zebra to expose my Koha 3 db as a public Z39.1. or whether you want to send an 'enter' character or not. as a button in the wrong place can be very awkward to use. Uncomment the publicserver line like: <!-. How do I clean up the sessions table? Question: Is there a periodic job that can be run to cull old sessions from the table? We don't want to backup all the useless session data every night. which is useful with older computers). and the specification should list the ones it can read.4.50 service? Answer: Edit the KOHA_CONF file that your Koha is using. J.J. In that case. scan a barcode and have it show up in a text editor. Answer: You can run cleanup database cron job. It is a good idea to test some 'used' barcodes if you have any. J. Why do I need Authorized Values? Question: Why would I want to define authorized values for MARC tags? Answer: Authorized Values create a 'controlled vocabulary' for your staff. some are held like a pen.9. Or just before doing a backup command (mysqldump). and that it scans the barcode type that you are using.) The main points to check are that it connects to your PC conveniently (can be USB or "keyboard wedge" which means it connects in line with the keyboard. it will work. Shelving Location Authorized Values Question: When editing an item. you can truncate session table: mysql -u<kohauser -p<password <koha-db-name -e 'TRUNCATE TABLE sessions' J. Printers page 199 .

.info/product_details. so movies.10. I haven't explored getting it to work with other browsers. etc.10. there is a way to generate clouds for popular subjects within Koha. It depends on the existence of ISBN for the item in question.2.. so I've been looking for a convenient way to tell if a book under consideration is in our catalog already. Greasemonkey & a custom user script fit the bill nicely: https://addons. We have been testing the Star TSP-100 futurePRINT.. Extending Koha K.2.nz/pipermail/koha/2009-September/020003. For a later date! K.gif) to the top of every receipt. Just a few lines would have to be changed to get the script to work with your catalog. Keyword Clouds In addition to the traditional tag cloud availabe in Koha. hours and website for the library that the materials were checked out at." Epson TM 88 IIIP thermal receipt printers Epson TM-T88IV 1x1 labels using a Dymolabelwriter printer J.).php?ID=1232). page 200 . I found this print to be VERY easy to configure for Koha. Braille Support Question: Are there any braille embosser or printer which has inbuilt braille converter and it is accessible with UNIX environment? Answer: You may want to look into BRLTTY (http://www. J.3.2. This cron job sends its output to files. custom messages based on the status of items (on order.2.emptech.mozilla.2.co. The Author/Subject Cloud cron job is used to help with this process.org/en-US/firefox/addon/748 http://userscripts.this was adapted from others' work. on hold. older books. Others have added all sorts of bells & whistles: xISBN lookups to search for related titles. Printers used by Koha libraries POS-X receipt printer Star Micronics printer (exact model unknown) with a generic/plain text driver.org/scripts/show/56847 A few caveats: Like most scripts. I'm not a JavaScript programmer -. Also with a bitmap created in Paint was able to add a message at the bottom of each receipt with the contact information.1. Amazon lookup script for Koha libraries Cab VintonSeptember 2009http://lists. Additional Support http://www.10. Star SP2000 (Nelsonville) Star TSP-100 futurePRINT (Geauga) "I know there have been a lot of questions on receipt printers so I thought I'd pass on my findings.org/go-live/configure-your-receipt-printers/ Appendix K. etc. just search the UserScripts site for Amazon + library.nexpresslibrary.html We order most of our materials from Amazon.katipo. this one was designed to work with Firefox.1.J. would not work. I was even able to customize the print job by adding our system logo (a .

For both users' and authors' sake.org/ Everyone is permitted to copy and distribute verbatim copies of this license document. we are referring to freedom. Preamble The GNU General Public License is a free. it applies also to any other work released this way by its authors. When we speak of free software. This is fundamentally incompatible with the aim of protecting users' freedom to change the software. you have certain responsibilities if you distribute copies of the software. we need to prevent others from denying you these rights or asking you to surrender the rights. Finally. copyleft license for software and other kinds of works. The licenses for most software and other practical works are designed to take away your freedom to share and change the works. For the developers' and authors' protection. the GPL clearly explains that there is no warranty for this free software.html /home/koha/yourlibrary/koharoot/koha-tmpl/cloud-subject. Inc. Tags clouds are sent to files. as needed to protect the freedom of users. use the GNU General Public License for most of our software. To prevent this. so that their problems will not be attributed erroneously to authors of previous versions. Therefore. Appendix L. For example. We. distribute and/or modify it. but changing it is not allowed. or include them into their library CMS. Definitions. whether gratis or for a fee. The precise terms and conditions for copying. By contrast. that you receive source code or can get it if you want it. distribution and modification follow. And since it works on zebra indexes. Developers that use the GNU GPL protect your rights with two steps: (1) assert copyright on the software. To protect your rights. and (2) offer you this License giving you legal permission to copy. “Copyright" also means copyright-like laws that apply to other kinds of works. we have designed this version of the GPL to prohibit the practice for those products. the GPL requires that modified versions be marked as changed. http://fsf. it is quick. the GNU General Public License is intended to guarantee your freedom to share and change all versions of a program—to make sure it remains free software for all its users. It's up to library webmaster to deal with those files in order to include them in OPACMainUserBlock. even on large DBs. Some devices are designed to deny users access to install or run modified versions of the software inside them. and that you know you can do these things. the Free Software Foundation. too. Some libraries even send the file into a Samba shared folder where webmaster take them. if you distribute copies of such a program. And you must show them these terms so they know their rights. Our General Public Licenses are designed to make sure that you have the freedom to distribute copies of free software (and charge for them if you wish). too./home/koha/mylibrary/koharoot/koha-tmpl/cloud-author. 29 June 2007 Copyright © 2007 Free Software Foundation. page 201 . all kind of subjects. the GPL assures that patents cannot be used to render the program non-free. You must make sure that they.html This means that you can produce clouds for authors. that you can change the software or use pieces of it in new free programs. or if you modify it: responsibilities to respect the freedom of others. every program is threatened constantly by software patents. “This License" refers to version 3 of the GNU General Public License. If such problems arise substantially in other domains. TERMS AND CONDITIONS 0. classifications. collective author. GNU General Public License version 3 Version 3. which is precisely where it is most unacceptable. States should not allow patents to restrict development and use of software on general-purpose computers. receive or can get the source code. etc. we wish to avoid the special danger that patents applied to a free program could make it effectively proprietary. You can apply it to your programs. but in those that do. such as semiconductor masks. eventually clean them a little bit before integrating them into navigation widgets or pages. you must pass on to the recipients the same freedoms that you received. although the manufacturer can do so. we stand ready to extend this provision to those domains in future versions of the GPL. Therefore. not price. The systematic pattern of such abuse occurs in the area of products for individuals to use.

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