Koha 3.8 Manual (en)
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Koha 3.8 Manual (en)

Nicole C. Engard

ByWater Solutions/BibLibre

Copyright © 2012 Nicole C. Engard/ByWater Solutions/BibLibre

This manual is licensed under the GNU General Public License, version 3 or later

Learn more about this license in the GPL3 Appendix

2012

Table of Contents

1. Introduction
1. Basics
2. Recommendations
2. Administration
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
4.8. OAI Sets Configuration
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
3. Tools
1. Patrons and Circulation
1.1. Comments
1.2. Patron Import
1.3. Notices & Slips
1.4. Overdue Notice/Status Triggers
1.5. Patron Card Creator
1.6. Patrons (anonymize, bulk-delete)
1.7. Tag Moderation
1.8. Upload Patron Images
2. Catalog
2.1. Batch item modification
2.2. Batch item deletion
2.3. Export Bibliographic and Holdings Data (MARC Export)
2.4. Inventory/Stocktaking
2.5. Label Creator
2.6. Quick Spine Label Creator
2.7. Stage MARC Records for Import
2.8. Staged MARC Record Management
2.9. Upload Local Cover Image
3. Additional Tools
3.1. Calendar
3.2. CSV Profiles
3.3. Log Viewer
3.4. News
3.5. Task Scheduler
4. Patrons
1. Add a new patron
2. Add a Staff Patron
3. Add a Statistical Patron
4. Duplicate a Patron
5. Editing Patrons
6. Patron Permissions
6.1. Setting Patron Permissions
6.2. Patron Permissions Defined
7. Patron Information
7.1. Check Out
7.2. Details
7.3. Fines
7.4. Circulation History
7.5. Modification Log
7.6. Notices
8. Patron Search
5. Circulation
1. Check Out (Issuing)
1.1. Checking Items Out
1.2. Check Out Messages
1.3. Check Out Warnings
2. Renewing
3. Check In (Returning)
3.1. Checking Items In
3.2. Check In Messages
4. Circulation Messages
4.1. Setting up Messages
4.2. Adding a Message
4.3. Viewing Messages
5. Holds
5.1. Placing Holds in Staff Client
5.2. Managing Holds
5.3. Receiving Holds
6. Transfers
7. Set Library
8. Fast Add Cataloging
9. Circulation Reports
9.1. Holds Queue
9.2. Holds to pull
9.3. Holds awaiting pickup
9.4. Hold ratios
9.5. Transfers to receive
9.6. Overdues
9.7. Overdues with fines
10. Tracking In house Use
11. In Processing / Book Cart Locations
12. Self Checkout
13. Offline Circulation Utility
13.1. Firefox Plugin
13.2. Offline Circ Tool for Windows
13.3. Upload Offline Circ File
6. Cataloging
1. Bibliographic Records
1.1. Adding Records
1.2. Adding Analytic Records
1.3. Editing Records
1.4. Duplicating Records
1.5. Merging Records
2. Item Records
2.1. Adding Items
2.2. Editing Items
2.3. Item Information
2.4. Moving Items
2.5. Deleting Items
2.6. Item Specific Circulation History
3. Authorities
3.1. Adding Authorities
3.2. Searching Authorities
3.3. Editing Authorities
4. Cataloging Guides
4.1. Bibliographic Record Cataloging Cheat Sheet
4.2. Item/Holdings Record Cataloging Guide
4.3. Handling On Order Items and Holds
7. Serials
1. Add a subscription
2. Receive Issues
3. Create a Routing List
4. Subscriptions in Staff Client
5. Subscriptions in OPAC
6. Claim Late Serials
7. Check Serial Expiration
8. Renewing Serials
8. Acquisitions
1. Setup
2. Vendors
2.1. Add a Vendor
2.2. View/Edit a Vendor
2.3. Vendor Contracts
3. Managing Suggestions
4. Placing Orders
4.1. Create a basket
4.2. Create a basket group
4.3. Printing baskets
5. Receiving Orders
6. Claims & Late Orders
7. Acquisition Searches
8. Budget/Fund Tracking
9. Lists & Cart
1. Lists
1.1. Create a List
1.2. Add to a List
1.3. Viewing Lists
1.4. Merging Bibliographic Records Via Lists
2. Cart
10. Reports
1. Custom Reports
1.1. Add Custom Report
1.2. Edit Custom Reports
1.3. Running Custom Reports
2. Statistics Reports
2.1. Acquisitions Statistics
2.2. Patron Statistics
2.3. Catalog Statistics
2.4. Circulation Statistics
2.5. Serials Statistics
2.6. Holds Statistics
2.7. Patrons with the most checkouts
2.8. Most Circulated Items
2.9. Patrons with no checkouts
2.10. Items with no checkouts
2.11. Catalog by Item Type
2.12. Lost Items
2.13. Average Loan Time
3. Report Dictionary
11. OPAC
1. Search Results
1.1. Results Overview
1.2. Filters
1.3. Search RSS Feeds
2. Bibliographic Record
3. Lists & Cart
3.1. Lists
3.2. Cart
4. Placing Holds
5. Enhanced Content
5.1. Tagging
5.2. Comments
5.3. Zotero
5.4. Custom RSS Feeds
6. My Account
6.1. My Summary
6.2. Patron Flags
6.3. My Fines
6.4. My Details
6.5. My Tags
6.6. Change My Password
6.7. My Search History
6.8. My Reading History
6.9. My Privacy
6.10. My Purchase Suggestions
6.11. My Messaging
6.12. My Lists
7. Purchase Suggestions
12. Searching
1. Advanced Search Prefixes
2. Guide to Searching
2.1. Indexing and Searching Description
2.2. Indexing Configuration
2.3. Basic Searching
2.4. Advanced Searching
2.5. Common Command Language Searching
3. Koha Search Indexes
13. About Koha
1. Server Information
2. Perl Modules
14. Implementation Checklist
1. Data Migration
2. Admin Configuration
3. Localization Configuration
4. Circulation Configuration
5. Patron Configuration
6. Cataloging Configuration
7. Authorities Configuration
8. Searching Configuration
9. OPAC Configuration
9.1. Editable OPAC Regions
10. Enhanced Content Configuration
11. Acquisitions Configuration
12. Serials Configuration
13. Planning for Go-Live
15. SOPAC2 Installation
1. SOPAC2 Introduction
2. Introduction
3. Installation of Locum and Insurge
3.1. Dependencies
3.2. Download
3.3. Creation of the Database
3.4. Sync DSN
3.5. Installation of Insurge
3.6. Installation of Locum
4. Installation of Koha Connector
5. Harvest Records
6. Installation of Sphinx
6.1. Dependencies
6.2. Download and Compile
6.3. Creation of User and Group
6.4. The demon Sphinx
6.5. Configuration
6.6. Indexing documents
7. Installation of SOPAC2
7.1. Download
7.2. Installation
7.3. Configuration
16. Cron Jobs
1. Cron Jobs
1.1. Search
1.2. Circulation
1.3. Patrons
1.4. Notices
1.5. In Processing/Book Cart
1.6. Catalog
1.7. OPAC
1.8. System Administration
1.9. Acquisitions
1.10. Deprecated scripts
17. Web Services
1. OAI-PMH
1.1. Sample OAI Conf File
18. Using the SRU server
1. Using the SRU server
1.1. Explain
1.2. Search
1.3. Retrieve
A. System Preference Defaults
1. ISBD Defaults
1.1. MARC Default
1.2. UNIMARC Default
2. NoZebraIndexes Default
B. Configuring Receipt Printers
1. For Epson TM-T88III (3) & TM-T88IV (4) Printers
1.1. In the Print Driver
1.2. In Firefox
2. For Epson TM-T88II (2) Printers
2.1. In Firefox
3. For Star SP542 Printers
3.1. Installing the Printer
4. Configuring Firefox to Print to Receipt Printer
C. Example Notice
D. Sample Serials
1. Reader's Digest (0034-0375)
2. People Weekly (1076-0091)
3. Et-Mol
4. Backpacker (0277-867X)
E. Using Koha as a Content Management System (CMS)
1. Setup
1.1. Troubleshooting
1.2. Bonus Points
2. Usage
2.1. Adding Pages
2.2. Viewing your page
2.3. Example
2.4. Live Examples
F. Resetting the Koha Database
1. Truncate Tables
2. Reset the Zebra Index
G. Important Links
1. Koha Related
2. Cataloging Related
3. Enhanced Content Related
4. Design Related
5. Reports Related
6. Installation Guides
7. Misc
H. Koha XSLT Item Types
I. MarcEdit
1. Adding a prefix to call numbers
2. Importing Excel data into Koha
2.1. Converting from Excel format into .mrk format
2.2. Convert .mrk file to .mrc
2.3. Import .mrc into Koha
J. Talking Tech
1. Installation and Setup Instructions
2. Sending Notices File
3. Receiving Results File
K. OCLC Connexion Gateway
1. Setting up OCLC service on Koha
2. Setting up your OCLC desktop client
L. FAQs
1. Display
1.1. Custom Item Type/Authorized Value Icons
1.2. Customizing Koha Images
1.3. OPAC Display Fields
1.4. Subtitle Display on Bib Records
1.5. Customize Logo on Staff Client
1.6. Show patrons the barcodes of items they have checked out
2. Circulation/Notices
2.1. Dropbox Date
2.2. Duplicate Overdue Notices
2.3. Printing Overdue Notices
2.4. Unable to Renew Items
2.5. Unable to Place Holds
2.6. Keyboard Shortcuts
2.7. SMS Notices/Messages
3. Cataloging
3.1. Authority Fields
3.2. Koha to MARC Mapping
3.3. Number of Items Per Bib Record
3.4. Analytics
4. Acquisitions
4.1. Planning Categories
5. Serials
5.1. Advanced Patterns
6. Reports
6.1. Define Codes Stored in DB
6.2. Runtime Parameters
6.3. Results Limited
7. Searching
7.1. Advanced Search
7.2. Wildcard Searching
7.3. Title Searching
8. Enhanced Content
8.1. FRBRizing Content
8.2. Amazon
9. System Administration
9.1. Errors in Zebra Cron
9.2. Making Z39.50 Target Public
9.3. Shelving Location Authorized Values
9.4. Why do I need Authorized Values?
9.5. How do I clean up the sessions table?
10. Hardware
10.1. Barcode Scanners
10.2. Printers
M. Extending Koha
1. Amazon lookup script for Koha libraries
2. Keyword Clouds
3. Newest Titles Pulldown
N. Koha and Your Website
1. Koha search on your site
O. GNU General Public License version 3

List of Tables

6.1. Cataloging Guide
6.2. Koha Embedded Holdings Data
12.1. Attributes
12.2. Indexes
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   Chapter 1. Introduction