2. Basic Parameters

Get there: More > Administration

Important

Configure all 'parameters' in the order they appear.

2.1. Libraries & Groups

When setting up your Koha system you will want to add information for every library that will be sharing your system. This data is used in several areas of Koha.

  • Get there: More > Administration > Basic Parameters > Libraries, 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.

2.1.1. 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, only 'Library code' and 'Name' are required

    • Important

      Be sure to enter a library email address to make sure that notices are sent to and from the right address

    • Important

      An IP address is required if you have enabled AutoLocation

2.1.2. Editing/Deleting a Library

You will be unable to delete any library that has patrons or items attached to it.

Each library will have an 'Edit' link to the right of it. Click this link to edit/alter details associated with the library in question.

Important

You will be unable to edit the 'Library code'

2.1.3. 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, 'Category code' and 'Name' are the only required fields

2.1.3.1. 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.

To see Search Domain Groups in action visit the staff client advanced search page in your Koha system:

2.1.3.2. 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

2.2. Item Types

Koha allows you to organize your collection by item types and collection codes.

  • Get there: More > Administration > Basic Parameters > Item Types

Item types typically refer to the material type (book, cd, dvd, etc), but can be used in any way that works for your library.

2.2.1. Adding Item Types

To add a new item type, simply click the 'New Item Type' button at the top of the Item Types page.

  • In the 'Item Type' field, 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

    • Important

      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, check the 'Not for loan' options

    • Items marked 'Not for loan' will appear in the catalog, 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, enter the total fee you charge in the 'Rental charge' field

    • Important

      Do not enter symbols in this field, only numbers and decimal points (ex. $5.00 should be entered as 5 or 5.00)

    • This will charge the patron on checkout

  • When finished, click 'Save Changes'

    • Tip

      All fields, 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

2.2.2. Editing Item Types

Each item type has an Edit button beside it. To edit an item simply click the 'Edit' link.

Important

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.

2.2.3. Deleting Item Types

Each item has a Delete button beside it. To delete an item, simply click the 'Delete' link.

Important

You will not be able to delete item types that are being used by items within your system.

2.3. Authorized Values

Authorized values can be used in several areas of Koha. One reason you would add an authorized value category would be to control the values that can be entered into MARC fields by catalogers.

  • Get there: More > Administration > Basic Parameters > Authorized Values

2.3.1. Existing Values

Koha installs with pre-defined values that your library is likely to use, for instance 'Lost'.

  • 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

  • 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.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.

  • HINGS_UT

    • General Holdings: Type of Unit Designator

  • LOC

    • Shelving location (usually appears when adding or editing an item)

  • LOST

    • Descriptions for the items marked as lost (appears when adding or editing an item)

    • Important

      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

  • 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)

  • YES_NO

    • A generic authorized value field that can be used anywhere you need a simple yes/no pull down menu.

2.3.2. Add new Authorized Value Category

In addition to the existing categories that come by default with Koha, librarians can add their own authorized value categories to control data that is entered into the system. 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

2.3.3. Add new Authorized Value

New authorized values can be added to any existing or new category. To add a value:

  • Click 'New authorized value for ...'

  • 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