Think of Frameworks as templates for creating new bibliographic records. Koha comes with some predefined frameworks that can be edited or deleted, and librarians can create their own frameworks for content specific to their libraries.

After clicking the 'MARC structure' link to the right of each framework you can decide how many fields you want to see on one screen by using the pagination options at the top of the table.

4.1.2. Edit Existing Frameworks

Clicking 'Edit' to the right of a Framework will only allow you to edit the Description for the Framework:

To make edits to the fields associated with the Framework you must first click 'MARC Structure' and then follow the instructions for editing subfields

4.1.3. Add subfields to Frameworks

To add a field to a Framework click the 'New Tag' button at the top of the Framework definition

This will open up a blank form for entering MARC field data

Enter the information about your new tag:

• The 'Tag' is the MARC field number

• The 'Label for lib' is the text that will appear in the staff client when in the cataloging module

• The 'Label for OPAC' is the text that will appear in the OPAC when viewing the MARC version of the record

• If this field can be repeated, check the 'Repeatable' box

• If this field is mandatory, check the 'Mandatory' box

• If you want this field to be a pull down with limited possible answers, choose which 'Authorized value' list you want to use

When you're finished, click 'Save Changes' and you will be presented with your new field

To the right of the new field is a link to 'Subfields,' you will need to add subfields before this tag will appear in your MARC editor. The process of entering the settings for the new subfield is the same as those found in the editing subfields in frameworks section of this manual.

4.1.4. Edit Framework Subfields

Frameworks are made up of MARC fields and subfields. To make edits to most Frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field

• Each field has a tag (which is the MARC tag)

  • The 'Label for lib' is what will show in the staff client if you have advancedMARCeditor set to display labels

  • The 'Label for OPAC' is what will show on the MARC view in the OPAC

  • If you check 'Repeatable' then the field will have a plus sign next to it allowing you to add multiples of that tag

  • If you check 'Mandatory' the record will not be allowed to save unless you have a value assigned to this tag

  • 'Authorized value' is where you define an authorized value that your catalogers can choose from a pull down to fill this field in

To edit the subfields associated with the tag, click 'Subfields' to the right of the tag on the 'MARC Structure' listing

• From the list of subfields you can click 'Delete' to the right of each to delete the subfields

• To edit the subfields click 'Edit Subfields'

  

• For each subfield you can set the following values

  • Text for librarian

    • what appears before the subfield in the librarian interface

  • Text for OPAC

    • what appears before the field in the OPAC.

      • If left empty, the text for librarian is used instead

  • Repeatable

    • the field will have a plus sign next to it allowing you to add multiples of that tag

  • Mandatory

    • the record will not be allowed to save unless you have a value assigned to this tag

  • Managed in tab

    • defines the tab where the subfield is shown. All subfields of a given field must be in the same tab or ignored. Ignore means that the subfield is not managed.

  • Default value

    • defines what you want to appear in the field by default, this will be editable, but it saves time if you use the same note over and over or the same value in a field often.

  • hidden

    • allows you to select from 19 possible visibility conditions, 17 of which are implemented. They are the following:

      • -9 => Future use

      • -8 => Flag

      • -7 => OPAC !Intranet !Editor Collapsed

      • -6 => OPAC Intranet !Editor !Collapsed

      • -5 => OPAC Intranet !Editor Collapsed

      • -4 => OPAC !Intranet !Editor !Collapsed

      • -3 => OPAC !Intranet Editor Collapsed

      • -2 => OPAC !Intranet Editor !Collapsed

      • -1 => OPAC Intranet Editor Collapsed

      • 0 => OPAC Intranet Editor !Collapsed

      • 1 => !OPAC Intranet Editor Collapsed

      • 2 => !OPAC !Intranet Editor !Collapsed

      • 3 => !OPAC !Intranet Editor Collapsed

      • 4 => !OPAC Intranet Editor !Collapsed

      • 5 => !OPAC !Intranet !Editor Collapsed

      • 6 => !OPAC Intranet !Editor !Collapsed

      • 7 => !OPAC Intranet !Editor Collapsed

      • 8 => !OPAC !Intranet !Editor !Collapsed

      • 9 => Future use • URL : if checked, the subfield is an URL, and can be clicked

    • ( ! means 'not visible' or in the case of Collapsed 'not Collapsed')

  • Is a URL

    • if checked, it means that the subfield is a URL and can be clicked

  • Link

    • If you enter a field/subfield here (200b), a link appears after the subfield in the MARC Detail view. This view is present only in the staff client, not the OPAC. If the librarian clicks on the link, a search is done on the database for the field/subfield with the same value. This can be used for 2 main topics :

      • on a field like author (200f in UNIMARC), put 200f here, you will be able to see all bib records with the same author.

      • on a field that is a link (4xx) to reach another bib record. For example, put 011a in 464$x, will find the serials that are with this ISSN.

    • Warning

      This value should not change after data has been added to your catalog

  • Koha link

    • Koha is multi-MARC compliant. So, it does not know what the 245$a means, neither what 200$f (those 2 fields being both the title in MARC21 and UNIMARC). So, in this list you can "map" a MARC subfield to its meaning. Koha constantly maintains consistency between a subfield and its meaning. When the user want to search on "title", this link is used to find what is searched (245 if you're MARC21, 200 if you're UNIMARC).

  • Authorized value

    • means the value cannot by typed by the librarian, but must be chosen from a pull down generated by the authorized value list

    • In the example above, the 504a field will show the MARC504 Authorized Values when cataloging

      

  • Thesaurus

    • means that the value is not free text, but must be searched in the authority/thesaurus of the selected category

  • Plugin

    • means the value is calculated or managed by a plugin. Plugins can do almost anything.

    • For example, in UNIMARC there are plugins for every 1xx fields that are coded fields. The plugin is a huge help for cataloger ! There are also two plugins (unimarc_plugin_210c and unimarc_plugin_225a that can "magically" find the editor from an ISBN, and the collection list for the editor)

• To save your changes simply click the 'Save Changes' button at the top of the screen

4.1.5. Import/Export Frameworks

Next to each framework is a link to either import or export the framework.

4.1.5.1. Export Framework

To export a framework simply click the 'Export' link to the right of framework title.

When you click 'Export' you will be prompted to choose what format to export the file in.

A framework exported this way can be imported into any other Koha installation using the import framework option.

4.1.5.2. Import Framework

An easy way to create a new framework is to import it from another Koha database. To import a framework you first need to create a new framework. Once you have that framework, click 'Import' to the right of the new framework.

You will be prompted to find a file on your computer to import into the framework.

You will be asked to confirm your actions before the file is imported.

As your file is uploaded you will see an image that will confirm that the system is working.

Once your import is complete you will be brought to the framework edit tool where you can make any changes you need to the framework you imported.

While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database. Koha to MARC Mapping is used to tell Koha where to find these values in the MARC record. In many cases you will not have to change the default values set by in this tool on installation, but it is important to know that the tool is here and can be used at any time.

The Koha to MARC Mapping page offers you the option of choosing from one of three tables in the database to assign values to.

After choosing the table you would like to view, click 'OK.' To edit any mapping click on the 'Koha Filed' or the 'Edit' link.

Choose which MARC field you would like to map to this Koha Field and click the 'OK' button. If you would like to clear all mappings, click the 'Click to "Unmap"' button.

This tool will allow you to map MARC fields to a set of predefined keywords.

At this time the only keyword in use is 'subtitle.'

Using this tool you can define what MARC field prints to the detail screen of the bibliographic record using keywords. The following example will use the subtitle field.

Using the Framework pull down menu, choose the Framework you would like to apply this rule to. For example, the subtitle for books can be found in the 245$b field.

However the subtitle for DVDs appears in 245$p

Using this tool you can tell Koha to print the right field as the subtitle when viewing the bibliographic record in the OPAC.

This tool can be used to chain together pieces of the record as well. If you want the series number to show in the title on your search results you simply have to map 490 $v to 'subtitle' along with the 245 $b.

Future developments will include additional keyword assigned fields.

Checks the MARC structure.

If you change your MARC Bibliographic framework it's recommended that you run this tool to test for errors in your definition.

Authority Types are basically MARC Frameworks for Authority records and because of that they follow the same editing rules found in the MARC Bibliographic Frameworks section of this manual. Koha comes with many of the necessary Authority frameworks already installed. To learn how to add and edit Authority Types, simply review the MARC Bibliographic Frameworks section of this manual.

Source of classification or shelving scheme is an Authorized Values category that is mapped to field 942$2 in Koha's MARC Bibliographic frameworks.

Commonly used values of this field are:

If you chose to install classification sources during Koha's installation, you would see other values too:

4.6.1. Adding/Editing Classification Sources

You can add your own source of classification by using the New Classification Source button. To edit use the Edit link.

When creating or editing:

• You will need to enter a code and a description.

• Check the 'Source in use?' checkbox if you want the value to appear in the drop down list for this category.

• Select the appropriate filing rule from the drop down list.

Record matching rules are used when importing MARC records into Koha.

The rules that you set up here will be referenced with you Stage MARC Records for Import.

To create a new matching rule :

4.7.1. Sample Record Matching Rule: Control Number

• Match threshold: 100

• Matchpoints (just the one):

• Search index: Control-number

• Score: 101

• Tag: 001

  • Note

    this field is for the control number assigned by the organization creating, using, or distributing the record

• Subfields: a

• Offset: 0

• Length: 0

• Normalization rule: Control-number

• Required Match checks: none (remove the blank one)