Chapter 1. Administration

Table of Contents

1. Global System Preferences
1.1. Acquisitions
1.2. Administration
1.3. Authorities
1.4. Cataloging
1.5. Circulation
1.6. Creators
1.7. Enhanced Content
1.8. I18N/L10N
1.9. Local Use
1.10. Logs
1.11. OPAC
1.12. Patrons
1.13. Searching
1.14. Serials
1.15. Staff Client
1.16. Web Services
2. Basic Parameters
2.1. Libraries & Groups
2.2. Item Types
2.3. Authorized Values
3. Patrons & Circulation
3.1. Patron Categories
3.2. Cities and Towns
3.3. Road Types
3.4. Patron Attribute Types
3.5. Circulation and Fine Rules
3.6. Library Transfer Limits
3.7. Item Circulation Alerts
4. Catalog Administration
4.1. MARC Bibliographic Frameworks
4.2. Koha to MARC Mapping
4.3. Keywords to MARC Mapping
4.4. MARC Bibliographic Framework Test
4.5. Authority Types
4.6. Classification Sources
4.7. Record Matching Rules
5. Acquisitions
5.1. Currencies and Exchange Rates
5.2. Budgets
5.3. Funds
6. Additional Parameters
6.1. Stop Words
6.2. Z39.50 Servers

1. Global System Preferences

Global system preferences control the way your Koha system works in general. Set these preferences before anything else in Koha.

  • 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.

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

If the preference refers to monetary values (like maxoutstanding) the currency displayed will be the default you set in your Currency and Exchange Rate administration area. In the examples to follow they will all read USD for U.S. Dollars.

1.1. Acquisitions

Get there: More > Administration > Global System Preferences > Acquisitions

1.1.1. Policy

1.1.1.1. AcqCreateItem

Default: placing an order

Asks: Create an item when ___.

Values:

  • cataloging a record

  • placing an order

  • receiving an order

1.1.1.2. AcqViewBaskets

Default: created by staff member

Asks: Show baskets ___

Values:

  • created by staff member

  • from staff member's branch

  • in system, regardless of owner

Description:

  • When in acquisitions this preference allows you to control whose baskets you can see when looking at a vendor. The default value of 'created by staff member' makes it so that you only see the baskets you created. Choosing to see baskets 'from staff member's branch' will show you the baskets created by anyone at the branch you're logged in at. Finally, you can choose to set this preference to show you all baskets regardless of who created it ('in system, regardless of owner). Regardless of which value you choose for this preference, superlibrarians can see all baskets created in the system.

1.1.1.3. BasketConfirmations

Default: always ask for confirmation

Asks: When closing or reopening a basket, ___.

Values:

  • always ask for confirmation

  • do not ask for confirmation

Descriptions:

  • This preference adds the option to skip confirmations on closing and reopening a basket. If you skip the confirmation, you do not create a new basket group.

1.1.1.4. CurrencyFormat

Default: 360,000.00 (US)

Asks: Display currencies using the following format ___

Values:

  • 360,000.00 (US)

  • 360 000,00 (FR)

1.1.1.5. 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. The default of value of 0 will disable this preference.

Tip

Enter this value as a number (.06) versus a percent (6%).

1.1.2. Printing

1.1.2.1. OrderPdfFormat

Default: pdfformat::layout2pages

Asks: Use ___ when printing basket groups.

1.2. Administration

These preferences are general settings for your system.

Get there: More > Administration > Global System Preferences > Administration

1.2.1. CAS Authentication

The Central Authentication Service (CAS) is a single sign-on protocol for the web. If you don't know what this is, leave these preferences set to their defaults.

1.2.1.1. AllowPkiAuth

Default: no

Asks: Use ___ field for SSL client certificate authentication

Values:

  • no

  • the Common name

  • the EmailAddress

1.2.1.2. casAuthentication

Default: Don't use

Asks: ___ CAS for login authentication.

1.2.1.3. casLogout

Default: Don't logout

Asks: ___ of CAS when logging out of Koha.

1.2.1.4. casServerUrl

Asks: The CAS Authentication Server can be found at ___

1.2.2. Interface options

These preference are related to your Koha interface

1.2.2.1. DebugLevel

Default: lots of

Asks: Show ___ debugging information in the browser when an internal error occurs.

Values:

  • lots of - will show as much information as possible

  • no - will only show basic error messages

  • some - will show only some of the information available

Description:

  • This preference determines how much information will be sent to the user's screen when the system encounters an error. The most detail will be sent when the value level is set at 2, some detail will be sent when the value is set at 1, and only a basic error message will display when the value is set at 0. This setting is especially important when a system is new and the administration is interested in working out the bugs (errors or problems) quickly. Having detailed error messages makes quick fixes more likely in problem areas.

1.2.2.2. delimiter

This preference determines how reports exported from Koha will separate data.

Default: semicolons

Asks: Separate columns in an exported report file with ___ by default.

Values:

  • #'s

  • backslashes

  • commas

  • semicolons

  • slashes

  • tabs

1.2.2.3. KohaAdminEmailAddress

This is the default 'From' address for emails unless there is one for the particular branch, and is referred to when an internal error occurs.

Asks: Use ___ as the email address for the administrator of Koha.

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, purchase suggestions, and questions or information regarding overdue notices. 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. This email address can be changed when needed.

1.2.2.4. noItemTypeImages

Default: Show

Asks: ___ itemtype icons in the catalog.

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. The images will display in both the OPAC and the Staff Client/Intranet. If images of item types are disabled, text labels for item types will still appear in the OPAC and Staff Client.

1.2.2.5. virtualshelves

Default: Allow

Asks: ___ staff and patrons to create and view saved lists of books.

Values:

  • Allow

  • Don't Allow

1.2.3. Login options

These preferences are related to logging into your Koha system

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

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.

1.2.3.2. 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.

Important

It is important that this value be set before going live and that it NOT be changed

1.2.3.3. insecure

Default: Don't allow

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

Important

Enabling this is dangerous, and should not be done in production environments.

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

    • Important

      PostgreSQL is not yet supported

Description:

  • This preference allows administrators to choose what format session data is stored in during web sessions.

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.

1.3. Authorities

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

1.3.1. BiblioAddsAuthorities

Default: allow

Asks: When editing records, ___ them to 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.

1.3.2. dontmerge

Default: Don't

Asks: ___ automatically update attached biblios when changing an authority record.

Values:

  • Do

  • Don't

Important

If this is set to not merge you will need to ask your administrator to enable the merge_authorities.pl cronjob.

1.3.3. MARCAuthorityControlField008

Default: || aca||aabn | a|a d

Asks: Use the following text for the contents of MARC authority control field 008 position 06-39 (fixed length data elements).

Important

Do not include the date (position 00-05) in this preference, Koha will calculate automatically and put that in before the values in this preference.

Description:

  • This preference controls the default value in the 008 field on Authority records. It does not effect bibliographic records.

1.3.4. UseAuthoritiesForTracings

Default: Don't use

Asks: ___ authority record numbers instead of text strings for searches from subject tracings.

Values:

  • Don't use

    • Search links look for subject/author keywords (example: opac-search.pl?q=su:Business%20networks)

  • Use

    • Search links look for an authority record (example: opac-search.pl?q=an:354)

Description:

  • For libraries that have authority files, they may want to make it so that when a link to an authorized subject or author is clicked on the OPAC or staff client it takes the searcher only to a list of results with that authority record. Most libraries do not have complete authority files and so setting this preference to 'Don't use' will allow searchers to click on links to authors and subject headings and perform a keyword search against those fields, finding all possible relevant results instead.

1.4. Cataloging

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

1.4.1. Display

1.4.1.1. authoritysep

Default: --

Asks: Separate multiple displayed authors, series or subjects with ___.

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

1.4.1.3. 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.

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.

1.4.1.5. 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

1.4.1.6. 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 SUPPRESS with a value of 0 for don't suppress and 1 for suppress.

Important

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.

Important

You must have the Suppress index set up in Zebra and at least one suppressed item, or your searches will be broken.

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.

1.4.1.8. UseControlNumber

Default: Don't use

Asks: ___ record control number ($w subfields) and control number (001) for linking of bibliographic records.

Values:

  • Don't use

    • When clicking on links to titles that appear next to 'Continues' and 'Continued by' in the detail display Koha will perform a title search

  • Use

    • When clicking on links to titles that appear next to 'Continues' and 'Continued by' in the detail display Koha will perform a control number (MARC field 001) search

Important

Unless you are going in and manually changing 773$w to match your rigorously-defined bibliographic relationships, you should set this preference to "Don't use" and instead set EasyAnalyticalRecords to "Display"

Description:

  • If you have a serial called "Journal of Interesting Things" which has a separate record from when it was called "Transactions of the Interesting Stuff Society," you could add linking fields to indicate the relationship between the two records. UseControlNumber allows you to use your local accession numbers for those links. In MARC21, the relevant sections of the two records might look like this:

        =001    12345
        =110  2_$aInteresting Stuff Society.
        =245  10$aTransactions of the Interesting Stuff Society.
        =785  00$aInteresting Stuff Society$tJournal of Interesting Things.$w12346
         
        =001    12346
        =110  2_$aInteresting Stuff Society.
        =245  10$aJournal of Interesting Things.
        =780  00$aInteresting Stuff Society$tTransactions of the Interesting Stuff Society.$w12345

    With UseControlNumber set to 'Use', the 78x links will use the Control Numbers is subfield $w, instead of doing a title search on "Journal of Interesting Things" and "Transactions of the Interesting Stuff Society" respectively.

1.4.2. Interface

1.4.2.1. advancedMARCeditor

Default: Don't display

Asks: ___ descriptions of fields and subfields in the MARC editor.

Description:

  • This preference determines whether or not MARC field names will be present when editing or creating MARC records.

Values:

  • Display

  • Don't display

1.4.2.2. DefaultClassificationSource

Default: Dewey Decimal System

Asks: Use ___ as the default classification source.

Values:

  • ANSCR (Sound Recordings)

  • Dewey Decimal Classification

  • Library of Congress Classification

  • Other/Generic Classification Scheme

  • SuDoc Classification (U.S. GPO)

  • Universal Decimal Classification

1.4.2.3. EasyAnalyticalRecords

Linda Culberson

Ms. Dept. of Archives and History

Nicole C. Engard

Fixed typos, changed content where necessary and added new screenshots. 

October 2011

Asks: ___ easy ways to create analytical record relationships

Default: Don't Display

Values:

  • Display

  • Don't Display

Important

If you decide to use this feature you'll want to make sure that your UseControlNumber preference is set to "Don't use" or else the "Show analytics" links in the staff client and the OPAC will be broken.

Description:

  • An analytic entry in a catalog is one that describes a part of a larger work that is also described in the catalog. In bibliographic cataloging, analytic entries may be made for chapters in books or special issues of articles in periodicals. In archival cataloging, analytic entries may be made for series or items within a collection. This feature in Koha allows for an easy way of linking analytic entries to the host records, and this system preference adds several new menu options to the staff cataloging detail pages to allow that to happen.

1.4.3. Record Structure

1.4.3.1. AlternateHoldingsField & AlternateHoldingsSeparator

Asks: Display MARC subfield ___ as holdings information for records that do not have items, with the subfields separated by ___.

Description:

  • Sometimes libraries migrate to Koha with their holding info in the 852 field (OCLC holdings information field) and choose not to transfer that information into the 952 (Koha holdings information field) because they don't plan on circulating those items. For those libraries or other libraries that have data in the 852 fields of their records that they want to display, these preferences let you choose to display holdings info from a field other than the 952 field. The AlternateHoldingsField preference can contain multiple subfields to look in; for instance 852abhi would look in 852 subfields a, b, h, and i.

  • With AlternateHoldingsField set to 852abhi and AlternateHoldingsSeparator set to a space the holdings would look like the following:

1.4.3.2. 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. generated in the form 1, 2, 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).

1.4.3.3. item-level_itypes

Default: specific item

Asks: Use the item type of the ___ as the authoritative item type (for determining circulation and fines rules, etc).

Values:

  • biblio record

  • 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. Most libraries refer to the item record for item types. It also determines if the item type icon appears on the OPAC search results. If you have the preference set to 'biblio record' then Koha displays the item type icon on the search results to the left of the result info.

1.4.3.4. itemcallnumber

Default: 082ab

Asks: Map the MARC subfield to an item's callnumber.

Tip

This can contain multiple subfields to look in; for instance 082ab would look in 082 subfields a and b.

Description:

  • This setting determines which MARC field will be used to determine the call number that will be entered into item records automatically (952$o). The value is set by providing the MARC field code (050, 082, 090, 852 are all common) and the subfield codes without the delimiters ($a, $b would be ab).

Examples:

  • Dewey: 082ab or 092ab; LOC: 050ab or 090ab; from the item record: 852hi

1.4.3.5. marcflavour

Default: MARC21

Asks: Interpret and store MARC records in the ___ format.

Description:

  • This preference defines global MARC style (MARC21 or UNIMARC) used for encoding. MARC21 is the standard style for the US, Canada and Britain. UNIMARC is a variation of MARC21 that is used in France, Italy, Russia, and many other countries.

Values:

  • MARC21

  • UNIMARC

1.4.3.6. MARCOrgCode

Default: OSt

Asks: Fill in the MARC organization code ___ by default in new MARC records (leave blank to disable).

Description:

  • The MARC Organization Code is used to identify libraries with holdings of titles and more.

Learn more and find your library's code on the MARC Code list for Organizations or in Canada on the Canadian Symbols Directory.

1.4.3.7. NewItemsDefaultLocation

Asks: When items are created, give them the temporary location of ___ (should be a location code, or blank to disable).

1.4.3.8. z3950NormalizeAuthor & z3950AuthorAuthFields

Defaults: Don't copy & 701,702,700

Asks: ___ authors from the UNIMARC ___ tags (separated by commas) to the correct author tags when importing a record using Z39.50.

Description for z3950NormalizeAuthor:

  • This preference allows for ‘Personal Name Authorities' to replace authors as the bibliographic authority. This preference should only be considered by libraries using UNIMARC.

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. This preference only applies to those using UNIMARC encoding. The MARC fields selected here will only be used if ‘z3950NormalizeAuthor' is set to “Copy". The default field are 700, 701, and 702.

1.4.4. Spine Labels

1.4.4.1. SpineLabelAutoPrint

Default: don't

Asks: When using the quick spine label printer, ___ automatically pop up a print dialog.

Values:

  • do

  • don't

1.4.4.2. SpineLabelFormat

Default: <itemcallnumber><copynumber>

Asks: Include the following fields on a quick-printed spine label: (Enter in columns from the biblio, biblioitems or items tables, surrounded by < and >.)

1.4.4.3. SpineLabelShowPrintOnBibDetails

Default: Don't display

Asks: ___ buttons on the bib details page to print item spine labels.

Values:

  • Display

  • Don't display

1.5. Circulation

Get there: More > Administration > Global System Preferences > Circulation

1.5.1. Checkout Policy

1.5.1.1. AllFinesNeedOverride

Default: Require

Asks: ___ staff to manually override all fines, even fines less than noissuescharge.

Values:

  • Don't require

  • Require

Description:

  • This preference let's you decide if you want to always be warned that the patron has fines when checking out. If you have it set to 'Require' then no matter how much money the patron owes a message will pop up warning you that the patron owes money.

1.5.1.2. AllowFineOverride

Default: Don't allow

Asks: ___ staff to manually override and check out items to patrons who have more than noissuescharge in fines.

Values:

  • Allow

  • Don't allow

Description:

  • This preference lets you decide if you staff can check out to patrons who owe more money than you usually let them carry on their account. If set to 'Allow' staff will be warned that the patrons owes money, but it won't stop the staff from checking out to the patron.

1.5.1.3. AllowItemsOnHoldCheckout

Default: Don't allow

Asks: ___ checkouts of items items reserved to someone else. If allowed do not generate RESERVE_WAITING and RESERVED warning. This allows self checkouts for those items.

Values:

  • Allow

  • Don't allow

Important

This system preference relates only to SIP based self checkout, not Koha's web based self checkout.

Description:

  • When this preference is set to 'Allow' patrons will be able to use your external self check machine to check out a book to themselves even if it's on hold for someone else. If you would like Koha to prevent people from checking out books that are on hold for someone else set this preference to "Don't allow."

1.5.1.4. AllowNotForLoanOverride

Default: Allow

Asks: ___ staff to override and check out items that are marked as not for loan.

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". Setting it to “Allow" would allow such items to be checked out, setting it to “Don't allow" would prevent this. This setting determines whether items meant to stay in the library, such as reference materials, and other library resources can be checked out by patrons.

1.5.1.5. AllowRenewalLimitOverride

Default: Allow

Asks: ___ staff to manually override the renewal limit and renew a checkout when it would go over the renewal limit.

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. Setting it to “Allow" would allow such limits to be overridden, setting it to “Don't allow" would prevent this. 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 “Don't allow" prevents an opportunity for abuse by the library staff.

1.5.1.6. AutomaticItemReturn

Default: Do

Asks: ___ automatically transfer items to their home branch when they are returned.

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. If set to “Don't", 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. 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.

1.5.1.7. 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

1.5.1.8. 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. 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.

Values:

  • the library the item is from

  • the library the item was checked out from

Important

It is not recommend that this setting be changed after initial setup of Koha

Important

This preference does nothing unless the IndependantBranches preference is set to 'Prevent'.

1.5.1.9. HomeOrHoldingBranchReturn

Default: the library the item is from

Asks: On checkin route the returned item to ___

Values:

  • the library the item is from

  • the library item was checked out from

Description:

  • This preference will control where Koha prompts you to return the checked in item to. The value in this preference is overridden by any values you have related to item returns and floating collections in the Circulation and Fine Rules.

1.5.1.10. InProcessingToShelvingCart

Default: Don't move

Asks: ___ items that have the location PROC to the location CART when they are checked in.

Values:

  • Don't move

  • Move

1.5.1.11. IssuingInProcess

Default: Don't prevent

Asks: ___ patrons from checking out an item whose rental charge would take them over 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.

Example: Your library has a $5 limit set for 'fines' (ie, after incurring $5 in fines, a patron can no longer check out items). 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. One of the videos has a rental charge of $1, therefore making the total fines on the patron's account suddenly $5 (the limit).

1.5.1.12. maxoutstanding

Default: 5

Asks: Prevent patrons from making holds on the OPAC if they owe more than ___ USD in fines.

1.5.1.13. noissuescharge

Default: 5

Asks: Prevent patrons from checking out books if they have more than ___ USD in fines.

Description:

  • This preference is the maximum amount of money owed to the library before the user is banned from borrowing more items. This also coincides with maxoutstanding that limits patrons from placing holds when the maximum amount is owed to the library.

1.5.1.14. 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

  • Don't block

    • Allow all patrons with overdue items to continue to check out

1.5.1.15. 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.

Tip

If you'd like more than one person to receive the blind copy you can simply enter in multiple email addresses separated by commas.

1.5.1.16. PrintNoticesMaxLines

Asks: Include up to ___ item lines in a printed overdue notice.

Note

If the number of items is greater than this number, the notice will end with a warning asking the borrower to check their online account for a full list of overdue items.

Tip

Set to 0 to include all overdue items in the notice, no matter how many there are.

Important

This preference only refers to the print notices, not those sent via email.

1.5.1.17. RenewalPeriodBase

Default: the old due date of the checkout

Asks: When renewing checkouts, base the new due date on ___

Values:

  • the old due date of the checkout

  • the current date

1.5.1.18. 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).

Values:

  • Don't require

  • Require

Description:

  • This is preference may prevent a patron from having items checked out after their library card has expired. If this is set to “Require", then a due date of any checked out item can not be set for a date which falls after the patron's card expiration. If the setting is left “Don't require" then item check out dates may exceed the expiration date for the patron's library card.

1.5.1.19. ReturnToShelvingCart

Default: Don't move

Asks: ___ all items to the location CART when they are checked in.

Values:

  • Don't move

  • Move

1.5.1.20. TransfersMaxDaysWarning

Default: 3

Asks: Show a warning on the "Transfers to Receive" screen if the transfer has not been received ___ days after it is sent.

Description:

  • The TransferMaxDaysWarning preference is set at a default number of days. 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. The warning will appear in the Transfers to Receive report.

1.5.1.21. 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.

1.5.1.22. useDaysMode

Default: Don't include

Asks: Calculate the due date using ___.

Values:

  • circulation rules only.

  • the calendar to push the due date to the next open day.

  • the calendar to skip all days the library is closed.

Description:

  • This preference controls how scheduled library closures affect the due date of a material. 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, the 'circulation rules only' setting would not consider the scheduled closure at all, 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.

Example:

  • The library has put December 24th and 25th in as closures on the calendar. A book checked out by a patron has a due date of December 25th according to the circulation and fine rules. If this preference is set to 'circulation rules only' then the item will remain due on the 25th. 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. 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 27th of December to accommodate for the two closed days.

The calendar is defined on a branch by branch basis. To learn more about the calendar, check out the 'Calendar & Holidays' section of this manual.

1.5.2. Fines Policy

1.5.2.1. 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. Examples include holidays, library in-service days, etc. 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. To make use of this setting the administrator must first access Koha's calendar and mark certain days as “holidays" ahead of time.

The calendar is defined on a branch by branch basis. To learn more about the calendar, check out the 'Calendar & Holidays' section of this manual.

1.5.2.2. 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

Important

Requires that you have the fines cron job running (misc/cronjobs/fines.pl)

1.5.3. Holds Policy

1.5.3.1. AllowHoldDateInFuture

Default: Allow

Asks: ___ hold requests to be placed that do not enter the waiting list until a certain future date.

Values:

  • Allow

  • Don't allow

1.5.3.2. AllowHoldsOnDamagedItems

Default: Allow

Asks: ___ hold requests to be placed on damaged items.

Values:

  • Allow

  • Don't allow

Description:

  • This parameter is a binary setting which controls whether or not hold requests can be placed on items that are marked as “damaged" (items are marked as damaged by editing subfield 4 on the item record). Setting this value to “Don't allow" will prevent anyone from placing a hold on such items, setting it to “Allow" will allow it. 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" would allow a patron to place a hold on an item and therefore receive it as soon as it becomes available.

1.5.3.3. AllowHoldPolicyOverride

Default: Allow

Asks: ___ staff to override hold policies when placing holds.

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, setting it to “Allow" will allow it. This setting is important because it determines how strict the libraries rules for placing holds are. If this is set to “Allow", exceptions can be made for patrons who are otherwise normally in good standing with the library, but there is opportunity for the staff to abuse this function. If it is set to “Don't allow", no abuse of the system is possible, but it makes the system entirely inflexible in respect to holds.

1.5.3.4. AllowOnShelfHolds

Default: Allow

Asks: ___ hold requests to be placed on items that are not checked out.

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" 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), setting it to “Allow" allows borrowers to place holds on any item that is available for loan whether it is checked out or not. 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, or if the library wanted to allow users to place holds on items from home through the OPAC. Setting it to “Don't allow" would enforce a first come, first served standard.

1.5.3.5. 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 preference is set to “Allow" patrons can place such holds, if it is set to “Don't allow" they cannot. This is an important setting because it determines if users can use Koha to request items from another branch. 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".

Values:

1.5.3.6. DisplayMultiPlaceHold

Default: Don't enable

Asks: ___ the ability to place holds on multiple biblio from the search results

Values:

  • Don't enable

  • Enable

1.5.3.7. 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. While this function will immediately alert the librarian to the patron's need, it is extremely impractical in most library settings. In most libraries the hold lists are monitored and maintained from a separate interface. 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.

Important

In order for this email to send you must have a notice template with the code of HOLDSPLACED

Important

This notice will only be sent if the process_message_queue.pl cronjob being run periodically to send the messages.

1.5.3.8. maxreserves

Default: 50

Asks: Patrons can only have ___ holds at once.

1.5.3.9. OPACAllowHoldDateInFuture

Default: Allow

Asks: ___ patrons to place holds that don't enter the waiting list until a certain future date.

Values:

1.5.3.10. OPACAllowUserToChooseBranch

Default: Allow

Asks: ___ a user to choose the branch to pick up a hold from.

Values:

  • Allow

  • Don't allow

Description:

  • Changing this preference will not prevent staff from being able to transfer titles from one branch to another to fill a hold, it will only prevent patrons from saying they plan on picking a book up at a branch other than their home branch.

1.5.3.11. ReservesControlBranch

Default: item's home library

Asks: Check the ___ to see if the patron can place a hold on the item.

Values:

  • item's home library.

  • patron's home library.

1.5.3.12. ReservesMaxPickUpDelay

Default: 7

Asks: Mark a hold as problematic if it has been waiting for more than ___ days.

Description:

  • This preference (based on calendar days, not the Koha holiday calendar) puts an expiration date on an item a patron has on hold. 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. Items that are 'expired' by this preference are moved to the 'Holds Over' tab on the 'Holds Awaiting Pickup' report.

1.5.3.13. 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.

Values:

  • Automatically

  • Don't automatically

Description:

  • This preference refers to ‘item specific' holds where the item is currently on the library shelf. 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. This preference will tell the patron that their item is ‘Waiting' for them at their library and ready for check out.

1.5.3.14. StaticHoldsQueueWeight & RandomizeHoldsQueueWeight

Defaults: 0 & in that order

Asks: Satisfy holds from the libraries ___ (as branchcodes, separated by commas; if empty, uses all libraries) ___

Descriptions:

  • RandomizeHoldsQueueWeight randomizes the libraries to which hold requests are sent. All available libraries may be randomized or only those libraries listed in the StaticHoldsQueueWeight preference. RandomizeHoldsQueueWeight can work with StaticHoldsQueueWeight to determine which libraries (branch or consortium library) will be targets for items on holds list. This hold list is produced when patron's requests for items are generated on a libraries to which holds are sent. RandomizeHoldsQueueWeight will or will not randomize the list of libraries that in the StaticHoldsQueueWeight list. If the RandomizeHoldsQueueWeight is set as “in random order" the hold requests will be sent randomly to the libraries on the StaticHoldsQueueWeight list. If RandomizeHoldsQueueWeight is set as "in that order", 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. The StaticHoldsQueueWeight works in conjunction with the RandomHoldsQueueWeight preference. The StaticHoldsQueueWeight preference allows for certain libraries or branches to have a higher weight for holds fulfillment, allowing these libraries to receive holds before other branch libraries. Previously set library codes are entered into the preference box, separated by commas, and these libraries would receive holds before libraries not listed.

RandomizeHoldsQueueWeight Values:

  • in random order

  • in that order

1.5.4. Interface

1.5.4.1. AllowAllMessageDeletion

Default: Don't allow

Asks: ___ staff to delete messages added from other libraries.

Values:

  • Allow

  • Don't allow

1.5.4.2. 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. 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. Setting it to “Don't try" would disable this feature. This preference can make staff members' jobs easier or it could potentially slow down the page loading process.

Values:

  • Don't try

  • Try

1.5.4.3. FilterBeforeOverdueReport

Default: Don't require

Asks: ___ staff to choose which checkouts to show before running the overdues report.

Description:

  • Koha's overdue report shows you all of the overdue items in your library system. If you have a large library system you'll want to set this preference to 'Require' to force those running the report to first limit the data generated to a branch, date range, patron category or other such filter. Requiring that the report be filtered before it's run prevents your staff from running a system heavy report and slowing down other operations in the system.

Values:

  • Don't require

  • Require

1.5.4.4. FineNotifyAtCheckin

Default: Don't notify

Asks: ___ librarians of overdue fines on the items they are checking in.

Values:

  • Don't notify

  • Notify

Description:

  • With this preference set to 'Notify' all books that have overdue fines owed on them will pop up a warning when checking them in. This warning will need to acknowledged before you can continue checking items in. With this preference set to 'Don't notify,' you will still see fines owed on the patron record, you just won't have an additional notification at check in.

1.5.4.5. DisplayClearScreenButton

Default: Show

Asks: ___ a button to clear the current patron from the screen on the circulation screen.

Values:

  • Don't show

  • Show

1.5.4.6. itemBarcodeInputFilter

Default: Don't filter

Asks: ___ scanned patron barcodes.

Values:

  • Convert from CueCat format

  • Don't filter

  • Remove spaces from

  • Remove the first number from T-prefix style

    • This format is common among those libraries migrating from Follett systems

1.5.4.7. numReturnedItemsToShow

Default: 20

Asks : Show the ___ last returned items on the checkin screen.

1.5.4.8. previousIssuesDefaultSortOrder

Default: earliest to latest

Asks: Sort previous checkouts on the circulation page from ___ due date.

Values:

  • earliest to latest

  • latest to earliest

1.5.4.9. RecordLocalUseOnReturn

Default: Don't record

Asks: ___ local use when an unissued item is checked in.

Values:

  • Don't record

  • Record

Description:

  • When this preference is set to "Don't record" you can record local use of items by checking items out to the statistical patron. With this preference set to "Record" you can record local use by checking out to the statistical patron and/or by checking in a book that is not currently checked out.

1.5.4.10. soundon

Default: Don't enable

Asks: ___ circulation sounds during checkin and checkout in the staff interface.

Values:

  • Don't enable

  • Enable

Important

This feature is not supported by all browsers. Requires an HTML5 compliant browser.

1.5.4.11. SpecifyDueDate

Default: Allow

Asks: ___ staff to specify a due date for a checkout.

Due dates are calculated using your circulation and fines rules, but staff can override that if you allow them to specify a due date at checkout.

Description:

  • This preference allows for circulation staff to change a due date from the automatic due date to another calendar date. This option would be used for circumstances in which the due date may need to be decreased or extended in a specific circumstance. The “Allow" setting would allow for this option to be utilized by staff, the “Don't allow" setting would bar staff from changing the due date on materials.

Values:

  • Allow

  • Don't allow

1.5.4.12. todaysIssuesDefaultSortOrder

Default: latest to earliest

Asks: Sort today's checkouts on the circulation page from ___ due date.

Values:

  • earliest to latest

  • latest to earliest

1.5.4.13. UseTablesortForCirc

Default: Don't enable

Asks: ___ the sorting of current patron checkouts on the circulation screen.

Values:

  • Don't enable

  • Enable

Important

Enabling this function may slow down circulation time for patrons with many checkouts.

1.5.4.14. WaitingNotifyAtCheckin

Default: Don't notify

Asks: ___ librarians of waiting holds for the patron whose items they are checking in.

Values:

  • Don't notify

  • Notify

Description:

  • When checking in books you can choose whether or not to have a notice pop up if the patron who returned the book has a hold waiting for pick up. If you choose 'Notify' for WaitingNotifyAtCheckin then every time a hold is found for the patron who had the book out last a message will appear on your check in screen.

1.5.5. Self Checkout

1.5.5.1. AllowSelfCheckReturns

Default: Don't allow

Asks: ___ patrons to return items through web-based self checkout system.

Values:

  • Allow

  • Don't allow

Description:

  • This preference is used to determine if you want patrons to be allowed to return items through your self check machines. By default Koha's self check interface is simply for checking items out.

1.5.5.2. AutoSelfCheckAllowed, AutoSelfCheckID & AutoSelfCheckPass

Important

Most libraries will want to leave this set to 'Don't allow.' 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.

AutoSelfCheckAllowed Default: Don't allow

Asks: ___ the web-based self checkout system to automatically login with this staff login ___ and this password ___ .

AutoSelfCheckAllowed Values:

  • Allow

  • Don't allow

AutoSelfCheckID needs to be set to the username of a staff member with 'circulate' permissions.

AutoSelfCheckPass needs to be set to the password of a staff member with 'circulate' permissions.

1.5.5.3. SelfCheckHelpMessage

Asks: Include the following HTML in the Help page of the web-based self checkout system

Description:

  • Clicking the 'Help' link in the top right of the self checkout interface opens up a three step process for using the self check interface. Adding HTML to this system preference will print that additional help text above what's already included.

1.5.5.4. SelfCheckoutByLogin

Default: Barcode

Asks: Have patrons login into the web-based self checkout system with their ___

Values:

  • Barcode

  • Username and password

Description:

  • This preference lets you decide how your patrons will log in to the self checkout machine. Barcode is the patron's card number and their username and password is set using the opac/staff username and password fields on the patron record.

1.5.5.5. SelfCheckTimeout

Default: 120

Asks: Time out the current patron's web-based self checkout system login after ___ seconds.

Description:

  • After the machine is idle for the time entered in this preference the self check out system will log out the current patron and return to the starting screen.

1.5.5.6. ShowPatronImageInWebBasedSelfCheck

Default: Don't show

Asks: ___ the patron's picture (if one has been added) when they use the web-based self checkout.

Values:

  • Don't show

  • Show

1.5.5.7. WebBasedSelfCheck

Default: Don't enable

Asks: ___ the web-based self checkout system.

Values:

  • Don't enable

  • Enable

Enabling this preference will allow access to the self checkout module in Koha.

1.6. Creators

These preferences have to do with creating content.

Get there: More > Administration > Global System Preferences > Creators

1.6.1. Patron Cards

These preferences are in reference to the Patron Card Creator tool.

1.6.1.1. ImageLimit

Asks: Limit the number of creator images stored in the database to ___ images.

1.7. Enhanced Content

Get there: More > Administration > Global System Preferences > Enhanced Content

Important

Always read the terms of service associated with external data sources to be sure that you are using the products within the allowed limits.

Tip

You cannot have more than one service for cover images set up. If you set up more than one you will get multiple cover images. Instead choose only one source for cover images.

1.7.1. All

1.7.1.1. 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 enabled, pulls all editions of the same title available in your collection regardless of material type. Items will appear under an 'Editions' tab on the detail page for the title in question.. According to Libraries Unlimited's Online Dictionary for Library and Information Science (http://lu.com/odlis/), FRBRizing the catalog involves collating MARC records of similar materials. FRBRization brings together entities (sets of Works, Expressions, or Manifestations), rather than just sets of Items. It can aid patrons in selecting related items, expressions, and manifestations that will serve their needs. When it is set to "Show", the OPAC will query one or more ISBN web services for associated ISBNs and display an Editions tab on the details pages. Once this preference is enabled, the library must select one of the ISBN options (ThingISBN or XISBN). This option is only for the Staff Client; the OPACFRBRizeEditions option must be enabled to have the Editions tab appear on the OPAC.

Important

Requires that you turn on one or more of the ISBN services (ThingISBN, XISBN)

1.7.1.2. OPACFRBRizeEditions

Default: Don't show

Asks: ___ other editions of an item on the OPAC.

Description:

  • Using the rules set forth in the Functional Requirements for Bibliographic records, this option, when enabled, pulls all editions of the same title available in your collection regardless of material type. Items will appear under an 'Editions' tab on the detail page for the title in question.. According to Libraries Unlimited's Online Dictionary for Library and Information Science (http://lu.com/odlis/), FRBRizing the catalog involves collating MARC records of similar materials. FRBRization brings together entities (sets of Works, Expressions, or Manifestations), rather than just sets of Items. It can aid patrons in selecting related items, expressions, and manifestations that will serve their needs. When it is set to "Show", the OPAC will query one or more ISBN web services for associated ISBNs and display an Editions tab on the details pages. Once this preference is enabled, the library must select one of the ISBN options (ThingISBN or XISBN). This option is only for the OPAC; the 'FRBRizeEditions' option must be turned “On" to have the Editions tab appear on the Staff Client.

Values:

  • Don't show

  • Show

This preference pulls all editions of the same title available in your collection regardless of material type. Items will appear under an 'Editions' tab on the detail page for the title in question.

Important

Requires that you turn on one or more of the ISBN services (ThingISBN, XISBN)

1.7.2. Amazon

1.7.2.1. AmazonEnabled

Default: Don't use

Asks: ___ data from Amazon on the staff interface (including reviews and "Search Inside" links on item detail pages).

Values:

  • Don't use

  • Use

Important

This requires that you have signed up for and entered an access key.

Description:

  • This preference does not display any content but instead enables other Amazon-related preferences (AmazonCoverImages, AmazonSimilarItems, AmazonReviews). Before turning this feature to "Use", the library must first set AWSAccessKeyID and AWSPrivateKey. Furthermore, if Amazon content is enabled, other jacket services should be disabled to avoid interference. This preference applies only to the Staff Client. In order to display Amazon content on the OPAC, please set the OPACAmazonEnabled preference.

1.7.2.2. OPACAmazonEnabled

Default: Don't use

Asks: ___ data from Amazon on the OPAC (including reviews and "Search Inside" links on item detail pages).

Values:

  • Don't use

  • Use

Important

This requires that you have signed up for and entered an access key.

Description:

  • This preference does not display any content but instead enables other Amazon-related preferences (AmazonCoverImages, AmazonSimilarItems, AmazonReviews). Before turning this feature to "Use", the library must first set AWSAccessKeyID and AWSPrivateKey. Furthermore, if Amazon content is enabled, other jacket services should be disabled to avoid interference. This preference applies only to the OPAC. In order to display Amazon content on the Staff Client, please set the AmazonEnabled preference.

1.7.2.3. AmazonLocale

Default: American

Asks: Use Amazon data from its ___ website.

Value:

  • American

  • British

  • Canadian

  • French

  • German

  • Japanese

1.7.2.4. AWSAccessKeyID

Asks: Access Amazon content using the access key ___

Sign up at: http://aws.amazon.com/

Description:

  • If the library has signed up for an Amazon Web Services (AWS) account, it will be assigned an Access Key ID. In order to enable Amazon content, cover images, reviews, and similar item suggestions, the library's Access Key ID must be entered here.

Once signed up your keys can be accessed by logging into your account and going to the 'Security Credentials' page. Your Access Key will be listed next to the date it was created.

1.7.2.5. AWSPrivateKey

Asks: Access Amazon content (other than book jackets) using the private key ___

Sign up at: http://aws.amazon.com/

Description:

  • If the library has signed up for an Amazon Web Services (AWS) account, it will be assigned a Secret Access Key. In order to enable Amazon reviews and similar item suggestions, the library's Secret Access Key must be entered here.

Once signed up your keys can be accessed by logging into your account and going to the 'Security Credentials' page. Next to your Access key is a link that says 'Show,' clicking this will open up your secret access key or your AWSPrivateKey.

1.7.2.6. AmazonAssocTag

Asks: Put the associate tag ___ on links to Amazon.

Tip

This can net your library referral fees if a patron decides to buy an item after clicking through to Amazon from your site.

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. More information about the Amazon Associates program is available at Amazon's Affiliate Program's website, https://affiliate-program.amazon.com/. Before a tag can be obtained, however, the library must first apply for an Amazon Web Services (AWS) account. Applications are free of charge and can be made at http://aws.amazon.com. Once an AWS account has been established, the library can then obtain the Amazon Associates Tag.

Sign up at: https://affiliate-program.amazon.com/

1.7.2.7. AmazonCoverImages

Default: Don't show

Asks: ___ cover images from Amazon on search results and item detail pages on the staff interface.

Values:

  • Don't show

  • Show

Description:

  • This preference makes it possible to either allow or prevent Amazon cover images from being displayed in the Staff Client. Cover images are retrieved by Amazon, which pulls the content based on the first ISBN number in the item's MARC record. Amazon offers this service free of charge, but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws.amazon.com). If the value for this preference is set to "Show", the cover images will appear in the Staff Client, and if it is set to "Don't show", the images will not appear. If activating this feature, the library must first set AWSAccessKeyID and AWSPrivateKey. Finally, if you're using Amazon cover images, all other cover image services must be disabled. If they are not disabled, they will prevent AmazonCoverImages from functioning properly.

Important

Requires that AmazonEnabled is set to 'Use'

1.7.2.8. AmazonReviews

Default: Don't show

Asks: ___ reviews from Amazon on item detail pages on the staff interface.

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. Amazon offers this service free of charge, but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws.amazon.com). If the value is set to "Show", the reviews will appear in the Staff Client, and if it is set to "Don't show", the reviews will not appear. Before setting this to "Show", the library must first set AWSAccessKeyID and AWSPrivateKey. Finally, if AmazonReviews is enabled, all other review services should be disabled to avoid interference.

Important

Requires that AmazonEnabled is set to 'Use'

1.7.2.9. AmazonSimilarItems

Default: Don't show

Asks: ___ similar items, as determined by Amazon, on item detail pages on the staff interface.

Values:

  • Don't show

  • Show

    • This will use Amazon data to determine if you have similar items in your collection - it will not show items that you do not already have cataloged at your library.

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, but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws.amazon.com). If the value is set to "Show", the Similar Items suggestions will appear in the Staff Client, and if it is set to "Don't show", the suggestions will not appear. Before enabling this preference, the library must first set AWSAccessKeyID and AWSPrivateKey. Finally, if AmazonSimilarItems is enabled, all other similar item services should be disabled to avoid interference.

Important

Requires that AmazonEnabled is set to 'Use'

1.7.2.10. OPACAmazonCoverImages

Default: Don't show

Asks: ___ cover images from Amazon on search results and item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • This preference makes it possible to either allow or prevent Amazon cover images from being displayed in the OPAC. Cover images are retrieved by Amazon, which pulls the content based on the first ISBN number in the item's MARC record. Amazon offers this service free of charge, but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws.amazon.com). If the value for this preference is set to "Show", the cover images will appear in the OPAC, and if it is set to "Don't show", the images will not appear. If activating this feature, the library must first set AWSAccessKeyID and AWSPrivateKey. Finally, if you're using Amazon cover images, all other cover image services must be disabled. If they are not disabled, they will prevent AmazonCoverImages from functioning properly.

Important

Requires that OPACAmazonEnabled is set to 'Use'

1.7.2.11. OPACAmazonSimilarItems

Default: Don't show

Asks: ___ similar items, as determined by Amazon, on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

    • This will use Amazon data to determine if you have similar items in your collection - it will not show items that you do not already have cataloged at your library.

Description:

  • This preference makes it possible to either allow or prevent Amazon's suggestions for Similar Items from being displayed in the OPAC. Amazon offers this service free of charge, but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws.amazon.com). If the value is set to "Show", the Similar Items suggestions will appear in the OPAC, and if it is set to "Don't show", the suggestions will not appear. Before enabling this preference, the library must first set AWSAccessKeyID and AWSPrivateKey. Finally, if AmazonSimilarItems is enabled, all other similar item services should be disabled to avoid interference.

Important

Requires that OPACAmazonEnabled is set to 'Use'

1.7.2.12. OPACAmazonReviews

Default: Don't show

Asks: ___ reviews from Amazon on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • This preference makes it possible to either allow or prevent Amazon reviews from being displayed in the OPAC. Amazon offers this service free of charge, but interested libraries must first establish an Amazon Web Services (AWS) account (http://aws.amazon.com). If the value is set to "Show", the reviews will appear in the OPAC, and if it is set to "Don't show", the reviews will not appear. Before setting this to "Show", the library must first set AWSAccessKeyID and AWSPrivateKey. Finally, if AmazonReviews is enabled, all other review services should be disabled to avoid interference.

Important

Requires that OPACAmazonEnabled is set to 'Use'

1.7.3. Babelthèque

1.7.3.1. Babeltheque

Default: Don't

Asks: ___ include information (such as reviews and citations) from Babelthèque in item detail pages on the OPAC.

Description:

  • This preference makes it possible to display a Babeltheque tab in the OPAC, allowing patrons to access tags, reviews, and additional title information provided by Babeltheque. The information which Babeltheque supplies is drawn from the French language-based Babelio.com, a French service similar to LibraryThing for Libraries. More information about Babeltheque is available through its website, http://www.babeltheque.com. Libraries that wish to allow access to this information must first register for the service at http://www.babeltheque.com. Please note that this information is only provided in French.

Values:

  • Do

  • Don't

1.7.4. Baker & Taylor

Important

This is a pay service, you must contact Baker & Taylor to subscribe to this service before setting these options.

1.7.4.1. BakerTaylorEnabled

Default: Don't add

Asks: ___ Baker and Taylor links and cover images to the OPAC and staff client. This requires that you have entered in a username and password (which can be seen in image links).

Values:

  • Add

  • Don't add

Description:

  • This preference makes it possible to display Baker & Taylor content (book reviews, descriptions, cover images, etc.) in both the Staff Client and the OPAC. Libraries that wish to display Baker & Taylor content must first register and pay for this service with Baker & Taylor (http://www.btol.com). If Baker & Taylor content is enabled be sure to turn off other cover and review services to prevent interference.

Important

To use this you will need to also set the BakerTaylorUsername & BakerTaylorPassword system preferences

1.7.4.2. 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. These materials can be accessed via a link on the library's website. This service is often referred to as “My Library Bookstore." In order to participate in this program, the library must first register and pay for the service with Baker & Taylor. Additional information about this and other services provided by Baker & Taylor is available at the Baker & Taylor website, http://www.btol.com. The BakerTaylorBookstoreURL preference establishes the URL in order to link to the library's Baker & Taylor-backed online bookstore, if such a bookstore has been established. The default for this field is left blank; if no value is entered, the links to My Library Bookstore will remain inactive. If enabling this preference, enter the library's Hostname and Parent Number in the appropriate location within the URL. The “key" value (key=) should be appended to the URL, and https:// should be prepended.

This should be filled in with something like koha.mylibrarybookstore.com/MLB/actions/searchHandler.do?nextPage=bookDetails&parentNum=10923&key=

Tip

Leave it blank to disable these links.

Important

Be sure to get this information from Baker & Taylor when subscribing.

1.7.4.3. BakerTaylorUsername & BakerTaylorPassword

Asks: Access Baker and Taylor using username ___ and password ___

Descriptions:

  • This setting in only applicable if the library has a paid subscription to the external Content Café service from Baker & Taylor. Use the box provided to enter in the library's Content Café username and password. Also, ensure that the BakerTaylorBookstoreURL and BakerTaylorEnabled settings are properly set. The Content Café service is a feed of enhanced content such as cover art, professional reviews, and summaries that is displayed along with Staff Client/OPAC search results. For more information on this service please see the Baker & Taylor website: http://www.btol.com

Important

Be sure to get this information from Baker & Taylor when subscribing.

1.7.5. Google

1.7.5.1. GoogleJackets

Default: Don't add

Asks: ___ cover images from Google Books to search results and item detail pages on the OPAC.

Values:

  • Add

  • Don't add

Description:

  • This setting controls the display of applicable cover art from the free Google Books database, via the Google Books API. Please note that to use this feature, all other cover services should be turned off.

1.7.6. LibraryThing

LibraryThing for Libraries is a pay service. You must first contact LibraryThing directly for pricing and subscription information. Learn more at http://www.librarything.com/forlibraries. Also, for further configuration instructions please see the LibraryThing Wiki: http://www.librarything.com/wiki/index.php/Koha

1.7.6.1. 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. Editions are listed, complete with cover art (if you have one of the cover services enabled) and bibliographic information. The feed comes from LibraryThing's ThingISBN web service. This is a free service to non-commercial sites with fewer than 1,000 requests per day.

Important

Requires FRBRizeEditions and/or OPACFRBRizeEditions set to 'show'

Important

This is separate from Library Thing for Libraries and does not have a cost associated with it.

1.7.6.2. LibraryThingForLibrariesEnabled

Default: Don't show

Asks: ___ reviews, similar items, and tags from Library Thing for Libraries on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • This setting is only applicable if the library has a paid subscription to the external LibraryThing for Libraries service. This service can provide patrons with the display of expanded information on catalog items such as book recommendations. It also can offer advanced features like tagged browsing, patron written reviews, and a virtual library display accessed from the details tab.

Important

If this is set to 'show' you will need to enter a value in the 'LibraryThingForLibrariesID' system preference.

1.7.6.3. 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. Use the box provided to enter in the library's LibraryThing for Libraries ID as provided to the library by LibraryThing. The ID number is a series of numbers in the form ###-#########, 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 and cover art. It also can offer advanced features like tagged browsing, patron written reviews, and a virtual library display accessed from the details tab.

1.7.6.4. 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. This service can provide patrons with the display of expanded information on catalog items such as book recommendations and cover art. It also can offer advanced features like tagged browsing, patron written reviews, and a virtual library display accessed from the details tab.

1.7.7. Novelist Select

Novelist Select is not a free service. Contact your Ebsco representitive to get your log in information to embed this content in the OPAC.

Important

Novelist Select does not include cover images for the search results and bibliographic detail pages. You can choose any other cover image service for this content or you can contract with Ebsco to get access to the Baker & Taylor Content Cafe for an added fee.

1.7.7.1. NovelistSelectEnabled

Default: Don't add

Asks: ___ Novelist Select content to the OPAC.

Values:

  • Add

  • Don't add

Important

Enabling this requires that you have entered in a user profile and password in the NovelistSelectProfile & NovelistSelectPassword preferences

Description:

  • Novelist Select from Ebsco is a subscription service that can provide additional content in the OPAC.

1.7.7.2. NovelistSelectProfile & NovelistSelectPassword

Asks: Access Novelist Select using user profile ___ and password ___.

Important

This information will be visible if someone views the source code on your OPAC.

Description:

  • Novelist Select from Ebsco is a subscription service that can provide additional content in the OPAC.

1.7.7.3. NovelistSelectView

Default: in an OPAC tab

Asks: Display Novelist Select content ___

Description:

  • Novelist Select provides a lot of content, for that reason you have four choices of where to display this content. The default view is in a tab in the holdings table.

    The content is the same if you choose to show it above the holdings table or below it. If shown in the right column of the page it's the same content, but displays a bit differently since space is limited.

Values:

  • above the holdings table

  • below the holdings table

  • in an OPAC tab

  • under the Save Record dropdown on the right

1.7.8. OCLC

1.7.8.1. 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. Editions are listed, complete with cover art and bibliographic information. The feed comes from OCLC's xISBN web service. The feed limit for non-commercial sites is 1000 requests per day.

Values:

  • Don't use

  • Use

Important

Requires FRBRizeEditions and/or OPACFRBRizeEditions set to 'show'

1.7.8.2. OCLCAffiliateID

Asks: Use the OCLC affiliate ID ___ to access the xISBN service.

Description:

  • This setting is only applicable if the library has an OCLC Affiliate ID. This allows WorldCat searching in the OPAC via the XISBN programming interface. Simply enter the library's OCLC Affiliate ID in the box provided. Please note that using this data is only necessary if FRBRizeEditions and/or OPACFRBRizeEditions and XISBN settings are enabled. For more information on this service please visit the OCLC website: http://www.worldcat.org/affiliate/default.jsp.

Important

Unless you have signed up for an ID with OCLC, you are limited to 1000 requests per day. Available at: http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp

1.7.8.3. XISBNDailyLimit

Default: 999

Asks: Only use the xISBN service ___ times a day.

Important

Unless you have signed up for an ID with OCLC, you are limited to 1000 requests per day. Available at: http://www.worldcat.org/affiliate/webservices/xisbn/app.jsp

1.7.9. Open Library

1.7.9.1. OpenLibraryCovers

Default: Don't add

Asks: ___ cover images from Open Library to search results and item detail pages on the OPAC.

Values:

  • Add

  • Don't add

Description:

  • This setting controls the display of applicable cover art from the free Open Library database, via the Open Library API. Please note that to use this feature, all other cover services should be turned off.

1.7.10. Syndetics

Syndetics is a pay service. You must first contact Syndetics directly for pricing and subscription information.

1.7.10.1. SyndeticsEnabled

Default: Don't use

Asks: ___ content from Syndetics.

Values:

  • Don't use

  • Use

Description:

  • When this option is enabled any of the Syndetics options can be used.

Important

Requires that you enter your SyndeticsClientCode before this content will appear.

1.7.10.2. SyndeticsClientCode

Asks: Use the client code ___ to access Syndetics.

Description:

  • Once the library signs up for Syndetics' services, Syndetics will provide the library with an access code. (Visit the Syndetics homepage at http://www.bowker.com/syndetics/ for more information.) This is the code that must be entered to access Syndetics' subscription services. Syndetics is a paid subscription service. This value must be entered before SyndeticsEditions can be enabled. If the code is lost, corrupted, or forgotten, a new one can be obtained from http://www.bowker.com/syndetics/.

Important

You will need to get your client code directly from Syndetics.

1.7.10.3. 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.

Descriptions:

  • When enabled, SyndeticsCoverImages, allows libraries to display Syndetics' collection of full-color cover images for books, videos, DVDs and CDs on their OPAC. For each book or item that comes up during a user search, the cover image for that title will be displayed. Since these cover images come in three sizes, the optimum size must be selected using the SyndeticsCoverImageSize preference after SyndeticsCoverImages are enabled. Syndetics cover images come in two sizes: mid-size (187 x 187 pixels), and large (400 x 400 pixels). Syndetics is a paid subscription service. The SyndeticsClientCode must be entered and the SyndeticsEnabled option must be activated before this service can be used. Other cover image preferences should also be disabled to avoid interference.

SyndeticsCoverImages Values:

  • Don't show

  • Show

SyndeticsCoverImageSize Values:

  • medium

  • large

1.7.10.4. SyndeticsAuthorNotes

Default: Don't show

Asks: ___ notes about the author of a title from Syndetics on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • When this option is set to "Show", Syndetics provides notes and short author biographies for more that 300,000 authors, in both fiction and nonfiction. With this option enabled the library can display Syndetics Author Notes on the OPAC. According to the Syndetics Solutions website (http://www.bowker.com/syndetics/), Author Notes include lists of contributors for many multi-author texts and compilations. The SyndeticsClientCode must be entered and the SyndeticsEnabled option must be activated before this service can be used.

1.7.10.5. SyndeticsAwards

Default: Don't show

Asks: ___ information from Syndetics about the awards a title has won on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • When this option is set to "Show", Syndetics provides its clients with a list of awards that any title has won. With this service enabled the library can display those awards for each book on its website. For each book or item that comes up during a user search, the list of awards for that title will be displayed. When a user clicks on a given award, information about that award is presented along with a list of the other titles that have won that award. If the user clicks on any title in the list, they will see holdings information about that title in their region. This option is a paid subscription service. The SyndeticsClientCode must be entered and the SyndeticsEnabled option must be activated before this service can be used.

1.7.10.6. SyndeticsEditions

Default: Don't show

Asks: ___ information about other editions of a title from Syndetics on item detail pages on the OPAC

Description:

  • When enabled this option shows information on other editions of a title from Syndetics on the item detail pages of the OPAC. Syndetics is a paid subscription service. The SyndeticsClientCode must be entered and the SyndeticsEnabled option must be activated before this service can be used.

Values:

  • Don't show

  • Show

Important

Requires OPACFRBRizeEditions set to 'show'

1.7.10.7. SyndeticsExcerpt

Default: Don't show

Asks: ___ excerpts from of a title from Syndetics on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • This preference allows Syndetics to display excerpts given to them from selected publishers. The excerpts are available from prominently reviewed new titles, both fiction and non-fiction. The excerpts include poems, essays, recipes, forwards and prefaces. Automatic links provided by the ISBNs within local MARC records are required to integrate Syndetics secured, high-speed Internet servers to the library OPACs. For more information see (http://www.bowker.com/syndetics/).

1.7.10.8. SyndeticsReviews

Default: Don't show

Asks: ___ reviews of a title from Syndetics on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • Syndetics Reviews is an accumulation of book reviews available from a variety of journals and serials. The reviews page displays colored images of reviewed books dust jackets, partnered with the names of the journal or serial providing the review. Clicking on an icon opens a window revealing the book title, author's name, book cover icon and the critic's opinion of the book. Automatic links provided by the ISBNs within local MARC records are required to integrate Syndetics secured, high-speed Internet servers to the library OPACs. For more information see (http://www.bowker.com/syndetics/).

1.7.10.9. SyndeticsSeries

Default: Don't show

Asks: ___ information on other books in a title's series from Syndetics on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • Each fiction title within a series is linked to the complete series record. The record displays each title in reading order and also displays the publication order, if different. Alternate series titles are also displayed. Automatic links provided by the ISBNs within local MARC records are required to integrate Syndetics secured, high- speed Internet servers to the library OPACs. For more information see (http://www.bowker.com/syndetics/).

1.7.10.10. SyndeticsSummary

Default: Don't show

Asks: ___ a summary of a title from Syndetics on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • Providing more than 5.6 million summaries and annotations derived from book jackets, edited publisher copy, or independently written annotations from Book News, Inc. Covering fiction and non-fiction, this summaries option provides annotations on both trade and scholarly titles. For more information see (http://www.bowker.com/syndetics/).

1.7.10.11. SyndeticsTOC

Default: Don't show

Asks: ___ the table of contents of a title from Syndetics on item detail pages on the OPAC.

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. Specific Information access is the main purpose for this option, allowing patrons guidance to their preferred section of the book. Special arrangements with selected book services is used to obtain the table of contents for new publications each year. Automatic links provided by the ISBNs within local MARC records are required to integrate Syndetics secured, high-speed Internet servers to the library OPACs. For more information see (http://www.bowker.com/syndetics/).

1.7.11. Tagging

1.7.11.1. TagsEnabled

Default: Allow

Asks: ___ patrons and staff to put tags on items.

Values:

  • Allow

  • Don't allow

Description:

  • Set to 'Allow' enable tagging. A tag is metadata, a word added to identify an item. Tags allow patrons to classify materials on their own. TagsEnabled is the main switch that permits the tagging features. TagsEnable must be set to 'Allow' to allow for other tagging features.

1.7.11.2. TagsModeration

Default: Don't require

Asks: ___ that tags submitted by patrons be reviewed by a staff member before being shown.

Values:

  • Don't require

  • Require

Description:

  • When set to 'Require,' all tags to be first filtered by the tag moderator. Only approved tags will be visible to patrons. When set to 'Don't require' tags will bypass the tag moderator and patrons' tags to be immediately visible. When this preference is enabled the moderator, a staff member, would approve the tag in the Staff Client. The moderator will have the option to approve or reject each pending tag suggestion.

When moderation is required all tags go through the tag moderation tool before becoming visible.

  • Get there: More > Tools > Tags

1.7.11.3. TagsShowOnList

Default: 6

Asks: Show ___ tags on search results on the OPAC.

Tip

Set the value to 0 (zero) to turn this feature off.

1.7.11.4. TagsInputOnList

Default: Allow

Asks: ___ patrons to input tags on search results on the OPAC.

Values:

  • Allow

  • Don't allow

1.7.11.5. TagsShowOnDetail

Default: 10

Asks: Show ___ tags on item detail pages on the OPAC.

Tip

Set the value to 0 (zero) to turn this feature off.

1.7.11.6. TagsInputOnDetail

Default: Allow

Asks: ___ patrons to input tags on item detail pages on the OPAC.

Values:

  • Allow

  • Don't allow

1.7.11.7. TagsExternalDictionary

Asks: Allow tags in the dictionary of the ispell executable ___ on the server to be approved without moderation.

Description:

  • The dictionary includes a list of accepted and rejected tags. The accepted list includes all the tags that have been pre-allowed. The rejected list includes tags that are not allowed. This preference identifies the "accepted" dictionary used. Ispell is an open source dictionary which can be used as a list of accepted terms. Since the dictionary allows for accurately spelled obscenities, the libraries policy may dictate that modifications are made to the Ispell dictionary if this preference is use. For more information about Ispell http://www.gnu.org/software/ispell/ispell.html. Enter the path on your server to a local ispell executable, used to set $Lingua::Ispell::path.

1.8. I18N/L10N

These preferences control your Internationalization and Localization settings.

Get there: More > Administration > Global System Preferences > I18N/L10N

1.8.1. 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. The options are the United States method, mm/dd/yyyy (04/24/2010), the metric method, dd/mm/yyyy (24/04/2010) or ISO, which is the International Standard of Organization, yyyy/mm/dd (2010/04/24). The International Standard of Organization would primarily be used by libraries with locations in multiple nations that may use different date formats, to have a single display type, or if the library would be in a region that does not use the United States or metric method. More information regarding the ISO date format can be found at http://www.iso.org/iso/iso_catalogue.htm.

1.8.2. 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. For example, to install French you would run the following command install-code.pl fr-FR to make the templates, once they exist and are in the right place then they will show up as an option in this preference.

1.8.3. 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.pl. For example, to install French you would run the following command install-code.pl fr-FR to make the templates, once they exist and are in the right place then they will show up as an option in this preference.

1.8.4. opaclanguagesdisplay

Default: Don't allow

Asks: ___ patrons to select their language on the OPAC.

Values:

  • Allow

  • Don't allow

1.9. Local Use

These preferences are defined locally.

Get there: More > Administration > Global System Preferences > Local Use

Tip

Sometimes preferences which are either new or outdated will appear in this tab, if you didn't add any preferences to this tab then it's best to ignore preferences listed here.

1.10. 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.

Get there: More > Administration > Global System Preferences > Logs

1.10.1. AuthoritiesLog

Default: Don't log

Asks: ___ changes to authority records.

Values:

  • Don't log

  • Log

1.10.2. BorrowersLog

Default: Log

Asks: ___ changes to patron records.

Values:

  • Don't log

  • Log

1.10.3. CataloguingLog

Default: Don't log

Asks: ___ any changes to bibliographic or item records.

Values:

  • Don't log

  • Log

Important

Since this occurs whenever a book is cataloged, edited, or checked in or out it can be very resource intensive - slowing down your system.

1.10.4. FinesLog

Default: Log

Asks: ___ when overdue fines are charged or automatically forgiven.

Values:

  • Don't log

  • Log

1.10.5. IssueLog

Default: Log

Asks: ___ when items are checked out.

Values:

  • Don't log

  • Log

1.10.6. LetterLog

Default: Log

Asks: ___ when an automatic claim notice is sent.

Values:

  • Don't log

  • Log

Tip

This log tracks all notices that go to patrons including the overdue notices.

1.10.7. ReturnLog

Default: Log

Asks: ___ when items are returned.

Values:

  • Don't log

  • Log

1.10.8. SubscriptionLog

Default: Log

Asks: ___ when serials are added, deleted or changed.

Values:

  • Don't log

  • Log

1.11. OPAC

Get there: More > Administration > Global System Preferences > OPAC

1.11.1. Appearance

These preferences control how things appear in the OPAC.

1.11.1.1. 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.

Values:

  • Don't show

  • Show

Get there: More > Administration > Authorized Values

1.11.1.2. BiblioDefaultView

Default: in simple form

Asks: By default, show bib records ___

Values:

  • as specified in the ISBD template.

    • See ISBD preference for more information

  • in simple form.

  • in their MARC format.

Description:

  • This preference determines the level of bibliographic detail that the patron will see on the OPAC detail page. The simple form displays the graphical interface; MARC format displays the MARC21 cataloging view; ISBD displays the ISBD (International Standard Bibliographic Description, AACR2) view.

1.11.1.3. COinSinOPACResults

Default: Include

Asks: ___ COinS / OpenURL / Z39.88 in OPAC search results.

Values:

  • Don't include

    • If you choose not to include COinS on the search results, it will still be loaded on the individual bibliographic records.

  • Include

    • Enabling this feature will slow OPAC search response times.

Description:

  • COinS stands for ContextObjects in Spans. COinS is a method to embed bibliographic metadata in the HTML code of web pages. This allows bibliographic software to publish machine-readable bibliographic items and client reference management software (such as Zotero) to retrieve bibliographic metadata. The metadata can also be sent to an OpenURL resolver. This allows, for instance, searching for a copy of a book in one's own library.

1.11.1.4. OPACDisplay856uAsImage

Default: Neither details or results page

Asks: Display the URI in the 856u field as an image on: ___

Values:

  • Both results and details pages

    • Important

      Not implemented yet

  • Detail page only

  • Neither details or results page

  • Results page only

    • Important

      Not yet implemented

Description:

  • In addition to this option being set, the corresponding XSLT option must be turned on. Also, the corresponding 856q field must have a valid MIME image extension (e.g., "jpg") or MIME image type (i.e. starting with "image/"), or the generic indicator "img" entered in the field. When all of the requirements are met, an image file will be displayed instead of the standard link text. Clicking on the image will open it in the same way as clicking on the link text. When you click on the image it should open to full size, in the current window or in a new window depending on the value in the system pref OPACURLOpenInNewWindow.

1.11.1.5. DisplayOPACiconsXSLT

Default: Don't show

Asks: On pages displayed with XSLT stylesheets on the OPAC, ___ icons for itemtype and authorized values.

Values:

  • Don't show

  • Show

Tip

See the XSLT Icon Guide for more information on these icons.

1.11.1.6. hidelostitems

Default: Don't show

Asks: ___ lost items on search and detail pages.

Description:

  • Items that are marked lost by the library can either be shown or not shown on the OPAC. By setting the value to “Don't show," the lost item is not shown on the OPAC. By setting the value “Show," the lost item is shown on the OPAC for patrons to view with a status of 'lost.'

Values:

  • Don't show

  • Show

1.11.1.7. LibraryName

Asks: Show ___ as the name of the library on the OPAC.

Tip

This value will appear in the title bar of the browser

Tip

Edit 'opacheader' if you'd like to add a library name above your search box on the OPAC

1.11.1.8. OpacAddMastheadLibraryPulldown

Default: Don't add

Asks: ___ a library select pulldown menu on the OPAC masthead.

Values:

  • Add

  • Don't Add

1.11.1.9. OPACBaseURL

Asks: The OPAC is located at http:// ___

Important

This must be filled in correctly for RSS, unAPI, and search plugins to work.

Important

This must be filled in to show 'OPAC View' links from bib records in the staff client:

1.11.1.10. opaccolorstylesheet

Asks: Include the additional CSS stylesheet ___ to override specified settings from the default stylesheet.

Description:

  • The preference can look for stylesheets in the template directory for your OPAC language, for instance: /koha-tmpl/opac-tmpl/prog/en/css. If you upload a custom file, opac-mystyles.css to this directory, you can specify it by entering opac-mystyles.css in your opaccolorstylesheet system preference. This adds your custom stylesheet as a linked stylesheet alongside the OPAC's default CSS files. This method is preferable because linked stylesheets are cached by the user's browser, meaning upon repeat visits to your site the user's browser will not have to re-download the stylesheet, instead using the copy in the browser's cache.

  • If you would rather, you can upload your CSS to another server and enter the full URL pointing to it's location remember to begin the URL with http://

Tip

Leave this field blank to disable it

Note

This file will add a linked CSS, not replace the existing default CSS.

1.11.1.11. opaccredits

Asks: Include the following HTML in the footer of all pages in the OPAC:

Tip

Click the 'Click to edit; 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. Credits traditionally encompass copyright information, last date updated, hyperlinks or other information represented in an HTML format. This is static information and any updates must be entered manually.

Learn more in the OPAC Editable Regions section.

1.11.1.12. OPACDisplayRequestPriority

Default: Don't

Asks: ___ patrons the priority level of their holds in the OPAC.

Values:

1.11.1.13. OpacFavicon

Asks: Use the image at ___ for the OPAC's favicon.

Important

This should be a complete URL, starting with http://

Tip

Turn your logo into a favicon with the Favicon Generator.

Description:

  • The favicon is the little icon that appears next to the URL in the address bar in most browsers. The default value for this field (if left blank) is the small 'K' in the Koha logo.

1.11.1.14. opacheader

Asks: Include the following HTML in the header of all pages in the OPAC

Tip

This value will appear above the main content of your page

Tip

Edit 'LibraryName' if you'd like to edit the contents of the <title> tag

Learn more in the OPAC Editable Regions section.

1.11.1.15. OpacHighlightedWords

Default: Don't highlight

Asks: ___ words the patron searched for in their search results.

Values:

  • Don't highlight

  • Highlight

1.11.1.16. OpacKohaUrl

Default: Don't show

Values:

  • Don't show

  • Show

Description:

  • When this preference is set to 'Show' text will appear in the bottom right of the OPAC footer stating 'Powered by Koha' and linking to the official Koha website.

1.11.1.17. opaclayoutstylesheet

Default: opac.css

Asks: Use the CSS stylesheet /css/ ___ on all pages in the OPAC, instead of the default

Description:

  • This setting's function is to point to the *.css file used to define the OPAC layout. A *.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. There are two stylesheets that come with the system; opac.css and opac2.css. A custom stylesheet may also be used. A style sheet designated in the opacstylesheet preference will override the stylesheet listed here. The stylesheets listed in the opaclayoutstylesheet preference are held on the Koha server.

Tip

Leave this field blank to disable it and let Koha use the default file instead

1.11.1.18. OpacMaintenance

Default: Don't show

Asks: ___ a warning that the OPAC is under maintenance, instead of the OPAC itself.

Note

this shows the same warning as when the database needs to be upgraded, but unconditionally.

Description:

  • This preference allows the system administrator to turn off the OPAC during maintenance and display a message to users. When this preference is switched to “Show" the OPAC is not usable. The text of this message is not editable at this time.

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

1.11.1.19. OpacMainUserBlock

Default: Welcome to Koha... <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

Learn more in the OPAC Editable Regions section.

1.11.1.20. OpacNav

Default: Important links here.

Asks: Show the following HTML on the left hand column of the main page and patron account on the OPAC (generally navigation links)

Learn more in the OPAC Editable Regions section.

1.11.1.21. OpacNavBottom

Asks: Show the following HTML on the left hand column of the main page and patron account on the OPAC, after OpacNav, and before patron account links if available:

Description: When a patron is logged in to their account they see a series of tabs to access their account information. OpacNav appears above this list of tabs and OpacNavBottom will appear below them. When not on the patron account pages the HTML in OpacNavBottom will just appear right below OpacNav.

1.11.1.22. 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.

1.11.1.23. OpacPublic

Default: Enable

Asks: ___ Koha OPAC as public. Private OPAC requires authentication before accessing the OPAC.

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. If set to 'Don't enable' only members who are logged into the OPAC can search. 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 personalized content.

1.11.1.24. OPACResultsSidebar

Asks: Include the following HTML under the facets in OPAC search results

Description:

  • The HTML entered in this preference will appear on the search results pages below the list of facets on the left side of the screen.

1.11.1.25. OPACSearchForTitleIn

Default: <li><a href="http://worldcat.org/search?q={TITLE}" target="_blank">Other Libraries (WorldCat)</a></li> <li><a href="http://www.scholar.google.com/scholar?q={TITLE}" target="_blank">Other Databases (Google Scholar)</a></li> <li><a href="http://www.bookfinder.com/search/?author={AUTHOR}&title={TITLE}&st=xl&ac=qr" target="_blank">Online Stores (Bookfinder.com)</a></li>

Asks: Include a "More Searches" box on the detail pages of items on the OPAC, with the following HTML (leave blank to disable)

Note

The placeholders {BIBLIONUMBER}, {CONTROLNUMBER}, {TITLE}, {ISBN} and {AUTHOR} will be replaced with information from the displayed record.

Tip

You can use this field to add social networking share links by using code similar to this

</ul></div></div><div class="detailtagcell">
<script
src="http://connect.facebook.net/en_US/all.js#xfbml=1"></script><fb:like
href="http://opac.mylibrary.tld/bib/{BIBLIONUMBER}" show_faces="true"
width="450" font=""></fb:like>
<div><a href="http://twitter.com/share" class="twitter-share-button"
data-url="http://opac.mylibrary.tld/bib/{BIBLIONUMBER}" data-text="I'm reading
this" data-count="horizontal">Tweet</a><script type="text/javascript"
src="http://platform.twitter.com/widgets.js"></script></div></div><div><div><ul>

The starting </ul> is necessary to break out of the 'Search for this Title In' pull down menu

1.11.1.26. OPACShowCheckoutName

Default: Don't show

Asks: ___ the name of the patron that has an item checked out on item detail pages on the OPAC.

Values:

  • Don't show

  • Show

Description:

  • This preference allows all patrons to see who has the item checked out if it is checked out. 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. In larger public and academic libraries setting this to 'Show' would pose serious privacy issues.

1.11.1.27. OpacShowRecentComments

Default: Don't show

Asks: ___ a link to recent comments in the OPAC masthead.

Values:

  • Don't show

  • Show

Description:

  • If you have chosen to allow comments in your OPAC by setting reviewson to 'Allow' you can include a link to the recent comments under the search box at the top of your OPAC with this preference.

1.11.1.28. opacsmallimage

Asks: Use the image at ___ in the OPAC header, instead of the Koha logo. If this image is a different size than the Koha logo, you will need to customize the CSS.

Description:

  • The opacsmallimage system pref is a little tricky to deal with because you really have to tweak some CSS at the same time. The default CSS defines a region just large enough to display the Koha logo, and if your logo doesn't match the Koha logo's dimensions (120 pixels wide by 38 pixels high), it won't display correctly.

Important

This should be a complete URL, starting with http://

1.11.1.29. OPACMySummaryHTML

Asks: Include a "Links" column on the "my summary" tab when a user is logged in to the OPAC, with the following HTML (leave blank to disable).

Description:

  • In this preference you can enter HTML that will appear on the 'Checked Out' tab on the 'My Summary' section when logged in to the OPAC. The placeholders {BIBLIONUMBER}, {TITLE}, {ISBN} and {AUTHOR} will be replaced with information from the displayed record. This can be used to enter in 'share' links for social networks or generate searches against other library catalogs.

Sample Data:

<p><a href="http://www.facebook.com/sharer.php?u=http://YOUROPAC.ORG/cgi-bin/koha/opac-detail.pl?biblionumber={BIBLIONUMBER}">Share on Facebook</a>
<br />TITLE: {TITLE}
<br />AUTHOR: {AUTHOR}
<br />ISBN: {ISBN}
<br />BIBLIONUMBER: {BIBLIONUMBER}</p>
1.11.1.30. opacstylesheet

Asks: Use the remote CSS stylesheet ___ on all pages in the OPAC, instead of the default.

Description:

  • This preference allows the administrator to completely replace the default stylesheet with their own alternate stylesheet. This allows the administrator to completely customize the look of the OPAC. To change the stylesheet, enter a complete URL, including the http:// to the custom stylesheet. Content in the custom/alternate stylesheet will overwrite any data in the default stylesheet defined in the opaclayoutstylesheet setting. The default stylesheet will likely be found at http://your_koha_address/opac- tmpl/prog/en/css/opac.css

Tip

Leave this field blank to disable it and let Koha use the default file instead

Important

This should be a complete URL, starting with http://

1.11.1.31. opacthemes

Default: prog

Asks: Use the ___ theme on the OPAC.

Values:

  • prog

1.11.1.32. OPACURLOpenInNewWindow

Default: don't

Asks: When patrons click on a link to another website from your OPAC (like Amazon or OCLC), ___ open the website in a new window.

Values:

  • do

  • don't

Description:

  • This preference determines if URLs in the OPAC will open in a new window or not. When clicking on a link in the OPAC, a patron does not need to worry about navigating away from their search results.

1.11.1.33. 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'. Styles may be entered for any of the selectors found in the default style sheet. The default stylesheet will likely be found at http://your_koha_address/opac-tmpl/prog/en/css/opac.css. Unlike opaccolorstylesheet, opaclayoutstylesheet and opacstylesheet this preference will embed the CSS directly on your OPAC pages.

1.11.1.34. 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. Administrators may use this preference to customize some of the interactive sections of Koha, customizing the text for the login prompts, for example. Sample JQuery scripts used by Koha libraries can be found on the wiki: http://wiki.koha-community.org/wiki/JQuery_Library.

1.11.1.35. 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

1.11.1.36. 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

1.11.2. Features

1.11.2.1. numSearchRSSResults

Default: 50

Asks: Display ___ search results in the RSS feed.

Description:

  • By default the RSS feed that is automatically generated for every search results page will list 50 items. This can sometimes be too much for some RSS feed readers and for some people this isn't enough. This preference allows you to adjust this number to show the best number of results for your patrons.

1.11.2.2. OpacAuthorities

Default: Allow

Asks: ___ patrons to search your authority records.

Description:

  • This preference displays the link on the OPAC for the authority search (titled 'Browse by Subject'). By setting the preference to “Allow" patrons can use this search link of the OPAC.

Important

While labeled 'Browse' it is important to note that this is in fact an authority search, not an authority browse.

Values:

  • Allow

    • A link labeled 'Browse by Subject' will appear at the top of your OPAC under the search box

  • Don't allow

1.11.2.3. opacbookbag

Default: Allow

Asks: ___ patrons to store items in a temporary "Cart" on the OPAC.

Values:

  • Allow

  • Don't allow

Description:

  • This preference allows the user to temporarily save a list of items found on the catalog. By using the Book Bag, or Cart, the user can print out or email a list of items found. The user does not need to be logged in. This list is temporary and will be emptied, or cleared, at the end of the session.

1.11.2.4. OpacBrowser

Important

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

Important

run the Authorities Browser Cron Job to create the browser list

1.11.2.5. OPACFinesTab

Default: Allow

Asks: ___ patrons to access the Fines tab on the My Account page on the OPAC.

Values:

1.11.2.6. OpacPasswordChange

Default: Allow

Asks: ___ patrons to change their own password on the OPAC.

Values:

Important

Enabling this will break LDAP authentication.

1.11.2.7. OPACPatronDetails

Default: Allow

Asks: ___ patrons to notify the library of changes to their contact information from the OPAC.

Values:

Description:

  • If patrons are allowed to notify the library of changes an email will be sent to the library administration email address with the changes. Lines that start with the fieldname in all caps are the lines that the patron made changes to.

1.11.2.8. OpacTopissue

Default: Don't allow

Asks: ___ patrons to access a list of the most checked out items on 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. The “Most Popular" page shows the top circulated items in the library, as determined by the number of times a title has been circulated. This allows users to see what titles are popular in their community. 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, otherwise the data that it shows will not be an accurate portrayal of what's popular in your library.

1.11.2.9. opacuserlogin

Default: Allow

Asks: ___ patrons to log in to their accounts on the OPAC.

Values:

  • Allow

  • Don't allow

    • The OPAC will still be searchable if patrons can't log in, this just disables the patron account access via the OPAC

1.11.2.10. RequestOnOpac

Default: Allow

Asks: ___ patrons to place holds on items from the OPAC.

Values:

1.11.2.11. reviewson

Default: Allow

Asks: ___ patrons to make comments on items on the OPAC.

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. 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 who reviews and approves comments may find the pending comments on the Comments tool. The staff member can then choose to approve or delete the comments.

1.11.2.12. ShowReviewer

Default: Show

Asks: ___ reviewer's name above comments in OPAC.

Values:

  • Hide

  • Show

    • reviewson needs to be set to 'Allow' for this to preference to come in to play

Description:

  • If you would like to protect your patron's privacy in the OPAC you can choose to hide their names from any of the comments they leave on bib records in your system.

1.11.2.13. ShowReviewerPhoto

Default: Show

Asks: ___ reviewer's photo beside comments in OPAC.

Values:

  • Hide

  • Show

    • reviewson needs to be set to 'Allow' and ShowReviewer needs to be set to 'Show' for this to preference to come in to play

Description:

  • This system preference allows libraries to show avatars next to patron's comments in the OPAC. These avatars are pulled from the Libravatar library, an open source powered product that allows Internet users to choose a small icon to display next to their name on various different websites. The library has no control over the images the patron chooses to display.

1.11.2.14. suggestion

Default: Allow

Asks: ___ patrons to make purchase suggestions on the OPAC.

Values:

1.11.3. Policy

1.11.3.1. AllowPurchaseSuggestionBranchChoice

Default: Don't allow

Asks: ___ patrons to select branch when making a purchase suggestion

Values:

  • Allow

  • Don't allow

Description:

  • If your library system lets patrons make purchase suggestions for a specific branch you can set this preference to 'Allow' to add a branch selection option to the purchase suggestion form.

1.11.3.2. OPACFineNoRenewals

Default: 99999

Asks: Only allow patrons to renew their own books on the OPAC if they have less than ___ USD in fines

Tip

Leave this field blank to disable

Important

To allow renewals in the OPAC, opacuserlogin needs to be set to 'allow'

1.11.3.3. OpacHiddenItems

Asks: Allows to define custom rules for hiding specific items at opac.

Tip

See docs/opac/OpacHiddenItems.txt in your Koha install directory for more information

Description:

  • In this field you can enter criteria for items you would like to hide from display in the OPAC. This field takes any combination of item fields (from the items table in the Koha database) for blocking. For example a value of:

    itype: [07, 10]
    location: [STAFF, ISO]

    Will block items with an itype code of 07 or 10 as well as items that have a shelving location of STAFF or ISO.

    In items my items.itype 07 is defined in Item Types Administration as Staff Assigned My items.itype 10 in Item Types is Archival Copy The locations STAFF and ISO are in Authorized Values for category=LOC STAFF means it's assigned to the staff reading room and ISO means it is in the isolation room.

1.11.3.4. OPACItemHolds

Default: Allow

Asks: ___ patrons to place holds on specific items in the OPAC.

Values:

  • Allow

    • Patrons can place holds on specific items as well as the next available item.

    • opacuserlogin needs to be set to 'allow'

  • Don't allow

    • If this is disabled, users can only put a hold on the next available item.

1.11.3.5. OpacRenewalAllowed

Default: Don't allow

Asks: ___ patrons to renew their own books on the OPAC.

Values:

  • Allow

  • Don't allow

    • Staff will still be able to renew items for patrons via the staff client

Description:

  • 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.

1.11.3.6. OpacRenewalBranch

Default: the branch the item was checked out from

Asks: Use ___ as branchcode to store in the statistics table

Values:

  • NULL

  • 'OPACRenew'

  • the item's home branch

  • the patron's home branch

  • the branch the item was checked out from

Description:

  • This value is used in the statistics table to help with reporting. The statistics table in Koha keeps track of all checkouts and renewals, this preference defines which branch is entered in to the table when a patron renews an item for themselves via the OPAC.

1.11.3.7. OPACViewOthersSuggestions

Default: Don't show

Asks: ___ purchase suggestions from other patrons on the OPAC.

Values:

1.11.3.8. 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'

1.11.3.9. singleBranchMode

Default: Don't allow

Asks: ___ patrons to select their branch on the OPAC.

Values:

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.

1.11.4. Privacy

1.11.4.1. AnonSuggestions

Default: Don't allow

Asks: ___ patrons that aren't logged in to make purchase suggestions.

Important

If set to 'Allow', suggestions are connected to the AnonymousPatron

Values:

  • Allow

  • Don't allow

1.11.4.2. AnonymousPatron

Default: 0

Asks: Use borrowernumber ___ as the Anonymous Patron (for anonymous suggestions and reading history)

Tip

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).

1.11.4.3. EnableOpacSearchHistory

Default: Keep

Asks: ___ patron search history in the OPAC.

Values:

  • Don't keep

  • Keep

1.11.4.4. OPACPrivacy

Default: Don't allow

Asks: ___ patrons to choose their own privacy settings for their reading history.

Important

This requires opacreadinghistory set to 'Allow' and AnonymousPatron to be set to your anonymous patron's borrowernumber.

Values:

  • Allow

  • Don't allow

1.11.4.5. opacreadinghistory

Default: Allow

Asks: ___ patrons to see what books they have checked out in the past.

Important

Enabling this will make it so that patrons can view their circulation history in the OPAC unless you have OPACPrivacy set to 'Allow.'

Important

This data is stored in the system regardless of your choice, unless your patrons have chosen to never have their reading history kept.

1.11.5. Shelf Browser

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.

Important

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.

1.11.5.2. 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.

1.11.5.3. 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.

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.

1.12. Patrons

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

1.12.1. AddPatronLists

Default: specific categories

Asks: List ___ under the new patron menu.

Values:

  • general patron types

  • specific categories

1.12.2. AutoEmailOpacUser

Default: Don't send

Asks: ___ an email to newly created patrons with their account details.

Description:

  • AutoEmailOpacUser allows library users to be notified by email of their account details when a new account is opened at the email address specified in the AutoEmailPrimaryAddress preference. 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.

Values:

  • Don't send

  • Send

1.12.3. AutoEmailPrimaryAddress

Default: alternate

Asks: Use ___ patron email address for sending out emails.

Values:

  • alternate

  • first valid

  • home

  • work

Description:

  • If you choose 'first valid' as the value for AutoEmailPrimaryAddress the system will check the email fields in this order: home, work, then alternate. Otherwise the system will use the email address you specify.

1.12.4. 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, 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. This prevents the person setting up the library card account from having to assign a number to the new card. If set to 'Do' the system will calculate a new patron barcode by adding 1 to the maximum barcode already present in the database.

1.12.5. 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. Enter field names separated by | (bar). This ensures that basic information is included in each patron record. If a patron leaves one of the required fields blank an error message will issue and the account will not be created.

Important

Separate columns with |

Tip

For help with field names, ask your system administrator or view the database structure associated with the borrowers table.

1.12.6. 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). Defining values for this field does not make the guarantor field required when adding a guarantee type patron. This preference creates a drop down list identifying the relationship of the guarantor to the guarantee.

Important

Input multiple choices separated by |

1.12.7. 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. The choices present as a drop down list when creating a patron record.

Important

Input multiple choices separated by |

1.12.8. checkdigit

Default: Don't

Asks: ___ check and construct borrower card numbers in the Katipo style.

Values:

  • Do

  • Don't

Important

This overrides autoMemberNum if on.

1.12.9. EnhancedMessagingPreferences

Default: Allow

Asks: ___ patrons to choose which notices they receive and when they receive them.

Values:

  • Allow

  • Don't allow

Important

This only applies to certain kinds of notices, overdue notices will be sent based on the library's rules, not the patron's choice.

Description:

  • These messages are in addition to the overdue notices that the library sends. The difference between these notices and overdues is that the patron can opt-in and out of these. Setting this preference to 'Allow' will allow patrons to choose to receive any one of the following messages:

    • Item Checkout : A notice that lists all the of the items the patron has just checked out, this is an electronic form of the checkout receipt

    • Item Due : A notice on the day and item is due back at the library

    • Hold Filled : A notice when you have confirmed the hold is waiting for the patron

    • Item Checkin : A notice that lists all the of the items the patron has just checked in

    • Advanced Notice : A notice in advance of the patron's items being due (The patron can choose the number of days in advance)

1.12.10. ExtendedPatronAttributes

Default: Enable

Asks: ___ searching, editing and display of custom attributes on patrons.

Values:

  • Don't enable

  • Enable

Description:

  • Patron attributes are library-defined custom fields that can be applied to patron records.

Tip

Use custom attributes for fields that the default patron record does not support such as driver's license number or student ID number.

1.12.11. intranetreadinghistory

Default: Allow

Asks: ___ staff to access a patron's checkout history

Important

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.

Values:

  • Allow

  • Don't allow

Important

This data is stored in the system regardless of your choice.

1.12.12. MaxFine

Default: 9999

Asks: The late fine for a specific checkout will only go up to ___ USD.

1.12.13. memberofinstitution

Default: Don't

Asks: ___ allow patrons to be linked to institutions

Values:

  • Do

  • Don't

Important

In order to allow this, the library must have Institution patrons to link members to

1.12.14. minPasswordLength

Default: 3

Asks: Login passwords for staff and patrons must be at least ___ characters long.

Important

This applies to both the staff login and the patron OPAC login.

1.12.15. NotifyBorrowerDeparture

Default: 30

Asks: Show a notice that a patron is about to expire ___ days beforehand.

Description:

  • When the patron attempts to check out materials, a warning will appear in the check out window of the Staff Client telling the librarian that the patrons account is about to expire.

Important

This notice will appear on the patron's record in the staff client.

1.12.16. patronimages

Default: Allow

Asks: ___ images to be uploaded and shown for patrons on the staff client.

Values:

  • Allow

  • Don't allow

1.12.17. PatronsPerPage

Default: 20

Asks: By default, show ___ results per page in the staff client.

1.12.18. SMSSendDriver

Asks: Use the SMS::Send:: ___ driver to send SMS messages.

Some examples of values are:

  • SMS::Send::Us::Ipipi

  • SMS::Send::US::TMobile

  • SMS::Send::US::Verizon

Additional values can be found here: http://search.cpan.org/search?query=sms%3A%3Asend&mode=all

Important

You must allow EnhancedMessagingPreferences for this to work.

1.12.19. uppercasesurnames

Default: Don't

Asks: ___ store and display surnames (last names) in upper case.

Values:

  • Do

  • Don't

1.13. Searching

Get there: More > Administration > Global System Preferences > Searching

1.13.1. Features

1.13.1.1. NoZebra

Default: Use

Asks: ___ the Zebra search engine. Searches are very slow on even modest sized collections when Zebra is off.

Values:

  • Don't use

  • Use

1.13.1.2. NoZebraIndexes

Default: See the Systems Preferences Appendix

1.13.1.3. OpacGroupResults

Default: Don't use

Asks: ___ PazPar2 to group similar results on the OPAC.

Values:

  • Don't use

  • Use

Important

This requires that PazPar2 is set up and running.

1.13.1.4. QueryAutoTruncate

Default: automatically

Asks: Perform wildcard searching (where, for example, Har would match Harry and harp) ___ (The * character would be used like so: Har* or *logging.)

Values:

  • automatically

  • 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. When set to "automatically" the search string automatically ends with a wildcard function. For example, a search for the word “invent" with auto truncation enabled will also retrieve results for inventor, invention, inventory, etc. If you don't want this to happen automatically you can still be perform wildcard searches manually by adding an asterisk (*). Typing “invent*" even with auto truncation disabled will retrieve the same inventor, invention, inventory results. Auto truncation bypasses the necessity to type long search strings in their entirety.

1.13.1.5. QueryFuzzy

Default: Try

Asks: ___ to match similarly spelled words in a search (for example, a search for flang would also match flange and fang)

Values:

  • Don't try

  • Try

Description:

  • This preference enables “fuzzy" searching, in which the search engine returns results that are similar to, but not exactly matching, the word or words entered by the user. This preference enables the search function to compensate for slightly misspelled names or phrases.

Important

Requires that NoZebra is set to 'Use'

1.13.1.6. QueryRemoveStopwords

Default: Don't remove

Asks: ___ stop words specified in Koha from searches.

Values:

  • Don't remove

    • Important

      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

Important

Requires that NoZebra is set to 'Don't use'

Important

Zebra, on its own, handles a few of the most common stop words

1.13.1.7. 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:

  • This preference enables word stemming. Stemming allows the search function to return multiple versions of the same word, as well as related terms (i.e., both fish and fishing would be returned).

Important

Requires that NoZebra is set to 'Use'

1.13.1.8. QueryWeightFields

Default: Enable

Asks: ___ ranking of search results by relevance

Values:

  • Disable

  • Enable

Important

Requires that NoZebra is set to 'Use'

1.13.1.9. TraceCompleteSubfields

Default: Force

Asks: ___ subject tracings in the OPAC and Staff Client to search only for complete-subfield matches.

Values:

  • Don't force

    • Searches for subject keywords (example: opac-search.pl?q=su:World%20Wide%20Web)

  • Force

    • Searches for complete subject fields (example: opac-search.pl?q=su,complete-subfield:World%20Wide%20Web)

Description:

  • When TraceCompleteSubfields is set to "force," clicking on links in non-authority controlled subject tracings will only find other records where the entire subfields match. Leaving it at "don't force" does a keyword search of the subject indexes.

Important

This preference assumes that you're using XSLT stylesheets as set in the OPACXSLTDetailsDisplay preference.

1.13.1.10. TraceSubjectSubdivisions

Default: Include

Asks: ___ subdivisions for searches generated by clicking on subject tracings.

Values:

  • Don't include

    • Searches for subject keywords (example: opac-search.pl?q=su,complete-subfield:%22Web%20sites%22)

  • Include

    • Searches for complete subject fields (example: opac-search.pl?q=(su,complete-subfield:%22Web%20sites%22)%20and%20(su,complete-subfield:%22Design.%22))

Description:

  • When TraceSubjectSubdivisions is set to "Include," if you click on a subject with subdivisions (subfields other than 'a') they will be searched along with the subject heading (subfield 'a'). To have only the subject heading (subfield 'a') searched, set this preference to "Don't include."

Important

This preference assumes that you're using XSLT stylesheets as set in the OPACXSLTDetailsDisplay preference.

1.13.2. Results Display

1.13.2.1. defaultSortField & defaultSortOrder

defaultSortField Default: author

defaultSortOrder Default: ascending

Asks: By default, sort search results in the staff client by ___, ____

Description:

  • These preferences set the default sort field and sort order for searches on the staff side. Regardless of your choice, the other sort options are still available in the drop down list on the advanced search page.

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

1.13.2.2. displayFacetCount

Default: Don't show

Asks: ___ facet counts.

Description:

  • This preference lets you decide if you show how many times a facet is used in your search results in the OPAC and the staff client. The relevance of these numbers highly depends on the value of the maxRecordsForFacets preference. Showing these numbers can potentially effect the performance of your searching, so test your system with different values for this preference to see what works best.

Values:

  • Don't show

  • Show

1.13.2.3. FacetLabelTruncationLength

Default: 20

Asks: Truncate facets length to ___ characters, in OPAC/staff interface.

Description:

  • In the OPAC and the staff client your facets are cut off at 20 characters by default. Depending on your layout this may be too many or two few letters, this preference lets you decide what number is best for your library's design.

1.13.2.4. maxItemsInSearchResults

Default: 20

Asks: Show up to ___ items per biblio in the search results

Description:

  • This preference will let you set how many results display by default when a search is run on the Staff Client.

1.13.2.5. maxRecordsForFacets

Default: 20

Asks: Build facets based on ___ records from the search results.

Description:

  • By default Koha only bases facets on the first page of results (usually 20 results). This preference lets you tell Koha to based the facet descriptions and numbers on any number of search results returned. The higher this number the longer it will take for your search results to return, so test with various different values to find the best balance for your library.

1.13.2.6. numSearchResults

Default: 20

Asks: By default, show ___ results per page in the staff client.

1.13.2.7. OPACdefaultSortField & OPACdefaultSortOrder

OPACdefaultSortField Default: relevance

OPACdefaultSortOrder Default: ascending

Asks: By default, sort search results in the OPAC by ___, ___

Description:

  • These preferences set the default sort field and sort order for searches on the OPAC. Regardless of your choice, the other sort options are still available in the drop down list on the advanced search 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

1.13.2.8. OPACItemsResultsDisplay

Default: Don't show

Asks: ___ an item's branch, location and call number in OPAC search results.

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. The results can display the status of an item and/or full details including branch, location, and call number. While the 'Show' option allows for more information to be displayed on the search results page, the information can be overwhelming for large collections with multiple branches.

1.13.2.9. OPACnumSearchResults

Default: 20

Asks: By default, show ___ results per page in the OPAC.

1.13.3. Search Form

1.13.3.1. AdvancedSearchTypes

Default: itemtype

Asks: Show checkboxes to search by ___ on the OPAC and staff advanced search pages.

Values:

  • collection code

  • itemtype

1.13.3.2. expandedSearchOption

Default: don't show

Asks: By default, ___ "More options" on the OPAC and staff advanced search pages.

Values:

  • don't show

  • show

1.14. Serials

Get there: More > Administration > Global System Preferences > Serials

1.14.1. opacSerialDefaultTab

Default: Subscriptions tab

Asks: Show ___ as default tab for serials in OPAC.

Important

Please note that the Serial Collection tab is currently available only for systems using the UNIMARC standard.

Values:

  • Holdings tab

  • Serial Collection tab

  • Subscriptions tab

1.14.2. OPACSerialIssueDisplayCount

Default: 3

Asks: Show the ___ previous issues of a serial on the OPAC.

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. This is just the default value, patrons can always click to see a full list of serials.

1.14.3. RenewSerialAddsSuggestion

Default: Don't add

Asks: ___ a suggestion for a biblio when its attached serial is renewed.

Values:

  • Add

  • Don't add

Description:

  • If set to "Add", this preference will automatically add a serial to the Acquisitions Purchase Suggestions menu when clicking the 'renew' option. If you don't use the Acquisitions module to manage serials purchases it's best to leave this set as 'Don't add.'

1.14.4. RoutingSerials

Default: Don't add

Asks: ___ received serials to the routing list.

Description:

  • This preference determines if serials routing lists are enabled or disabled for the library. When set to “Add", serials routing is enabled and a serial can be directed through a list of people by identifying who should receive it next. The list of people can be established for each serial to be passed using the Serials module. This preference can be used to ensure each person who needs to see a serial when it arrives at the library will get it. Learn more in the routing list section of this manual.

Values:

  • Add

  • Don't add

1.14.5. RoutingListAddReserves

Default: Place

Asks: ___ received serials on hold if they are on a routing list.

Values:

  • Place

  • Don't place

1.14.6. StaffSerialIssueDisplayCount

Default: 3

Asks: Show the ___ previous issues of a serial on the staff client.

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 is just the default value, staff members can always click to see a full list of serials.

1.14.7. SubscriptionHistory

Default: a full list

Asks: When showing the subscription information for a biblio, show ___ of the serial issues.

Values:

  • a full list

  • a summary

Description:

  • This preference determines what information appears in the OPAC when the user clicks the More Details option. The ‘summary' option displays a one-line summary of the volume and issue numbers of all issues of that serial held by the library. The ‘full list' option displays a more detailed breakdown of issues per year, including information such as the issue date and the status of each issue.

1.15. Staff Client

Get there: More > Administration > Global System Preferences > Staff Client

1.15.1. Display856uAsImage

Default: Neither details or results page

Asks: Display the URI in the 856u field as an image on: ___

Values:

  • Both results and details pages

    • Important

      Not implemented yet

  • Detail page only

  • Neither details or results page

  • Results page only

    • Important

      Not yet implemented

Description:

  • In addition to this option being set, the corresponding XSLT option must be turned on. Also, the corresponding 856q field must have a valid MIME image extension (e.g., "jpg") or MIME image type (i.e. starting with "image/"), or the generic indicator "img" entered in the field. When all of the requirements are met, an image file will be displayed instead of the standard link text. Clicking on the image will open it in the same way as clicking on the link text. When you click on the image it should open to full size, in the current window or in a new window depending on the value in the system pref OPACURLOpenInNewWindow.

1.15.2. Appearance

1.15.2.1. intranet_includes

Default: includes

Asks: Use include files from the ___ directory in the template directory, instead of includes/. (Leave blank to disable)

1.15.2.2. intranetcolorstylesheet

Asks: Include the stylesheet /intranet-tmpl/prog/en/css/ ___ on all pages in the staff interface.

Description:

  • This preference is used to set the background color and style of the Staff Client. The value is a .css file. The system administrator should determine which file is appropriate.

Important

Leave this field blank to disable.

1.15.2.3. IntranetFavicon

Asks: Use the image at ___ for the Staff Client's favicon.

Important

This should be a complete URL, starting with http://

Tip

Turn your logo into a favicon with the Favicon Generator.

Description:

  • The favicon is the little icon that appears next to the URL in the address bar in most browsers. The default value for this field (if left blank) is the small 'K' in the Koha logo.

1.15.2.4. IntranetmainUserblock

Asks: Show the following HTML in its own column on the main page of the staff client

1.15.2.5. 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)

1.15.2.6. intranetstylesheet

Asks: Include the stylesheet at ___ on all pages in the staff interface, instead of the default.

Description:

  • The Intranetstylesheet preference is a layout and design feature for the intranet or staff client. To change the stylesheet from the original, place in this preference the file path to the style sheet - include the entire url starting with http://. This preference allows a library to customize the appearance of the Staff Client.

Important

This should be a complete URL, starting with http://

1.15.2.7. IntranetUserCSS

Asks: Include the following CSS on all pages in the staff client

1.15.2.8. 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. Administrators may use this preference to customize some of the interactive sections of Koha, customizing the text for the login prompts, for example. Sample JQuery scripts used by Koha libraries can be found on the wiki: http://wiki.koha-community.org/wiki/JQuery_Library.

1.15.2.9. StaffAuthorisedValueImages

Default: Show

Asks: ___ images for authorized values (such as lost statuses and locations) in search results.

Values:

  • Don't show

  • Show

1.15.2.10. staffClientBaseURL

Asks: The staff client is located at http:// ___

1.15.2.11. template

Default: prog

Asks: Use the ___ theme on the staff interface.

Values:

  • prog

1.15.2.12. 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

1.15.2.13. 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

Important

This preference isn't currently functional.

1.15.2.14. 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, but if the Internet goes down there will be issues

  • included with Koha

    • With this option calls are made faster, 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.yahoo.com/yui/2/). This library is a resource of developer tools including JavaScript and style sheets.

1.15.3. Options

1.15.3.1. HidePatronName

Default: Show

Asks: ___ the names of patrons that have items checked out or on hold on detail pages or the "Place Hold" screen.

Values:

  • Don't show

  • Show

1.15.3.2. intranetbookbag

Default: Show

Asks: ___ the cart option in the staff client.

Values:

  • Don't show

  • Show

1.15.3.3. viewISBD

Default: Allow

Asks: ___ staff to view records in ISBD form on the staff client.

Values:

  • Allow

  • Don't allow

1.15.3.4. viewLabeledMARC

Default: Allow

Asks: ___ staff to view records in labeled MARC form on the staff client.

Values:

  • Allow

  • Don't allow

1.15.3.5. viewMARC

Default: Allow

Asks: ___ staff to view records in plain MARC form on the staff client.

Values:

  • Allow

  • Don't allow

1.16. Web Services

Get there: More > Administration > Global System Preferences > Web Services

1.16.1. ILS-DI

1.16.1.1. ILS-DI

Default: Disable

Asks: ___ ILS-DI services for OPAC users

Values:

  • Disable

  • Enable

1.16.1.2. ILS-DI:AuthorizedIPs

Asks: ___ allowed IPs to use the ILS-DI services

1.16.2. OAI-PMH

1.16.2.1. OAI-PMH

Default: Disable

Asks: ___ Koha's OAI-PMH server.

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. Data Providers (open archives, repositories) provide free access to metadata, and may, but do not necessarily, offer free access to full texts or other resources. OAI-PMH provides an easy to implement, low barrier solution for Data Providers. Service Providers use the OAI interfaces of the Data Providers to harvest and store metadata. Note that this means that there are no live search requests to the Data Providers; rather, services are based on the harvested data via OAI-PMH. Koha at present can only act as a Data Provider. It can not harvest from other repositories. The biggest stumbling block to having Koha harvest from other repositories is that MARC is the only metadata format that Koha indexes natively. Visit http://www.oaforum.org/tutorial/english/page3.htm for diagrams of how OAI-PMH works.

Learn more about OAI-PMH at: http://www.openarchives.org/pmh/

1.16.2.2. OAI-PMH:archiveID

Default: KOHA-OAI-TEST

Asks: Identify records at this site with the prefix ___ :

1.16.2.3. OAI-PMH:ConfFile

If this preference is left empty, Koha's OAI Server operates in normal mode, otherwise it operates in extended mode. In extended mode, it's possible to parameter other formats than marcxml or Dublin Core. OAI-PMH:ConfFile specify a YAML configuration file which list available metadata formats and XSL file used to create them from marcxml records.

For more information, see the sample conf file in the appendix.

1.16.2.4. OAI-PMH:MaxCount

Default: 50

Asks: Only return ___ records at a time in response to a ListRecords or ListIdentifiers query.

Description:

  • This is the maximum number of records that would be returned based on ListRecord or ListIdentifier queries from harvesters. ListRecords harvest the entire records while the ListIdentifier is an abbreviated form of ListRecords, retrieving only headers rather than records.