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Koha 3.10

Koha 3.10 Manual (en)

Edition 1

Nicole C. Engard

ByWater Solutions/BibLibre

Legal Notice

This manual is licensed under the GNU General Public License, version 3 or later
Learn more about this license in the GPL3 Appendix
Published: 2012
1. Introduction
1.1. Basics
1.2. Recommendations
2. Administration
2.1. Global System Preferences
2.1.1. Acquisitions
2.1.2. Administration
2.1.3. Authorities
2.1.4. Cataloging
2.1.5. Circulation
2.1.6. Creators
2.1.7. Enhanced Content
2.1.8. I18N/L10N
2.1.9. Local Use
2.1.10. Logs
2.1.11. OPAC
2.1.12. Patrons
2.1.13. Searching
2.1.14. Serials
2.1.15. Staff Client
2.1.16. Web Services
2.2. Basic Parameters
2.2.1. Libraries & Groups
2.2.2. Item Types
2.2.3. Authorized Values
2.3. Patrons & Circulation
2.3.1. Patron Categories
2.3.2. Circulation and Fine Rules
2.3.3. Patron Attribute Types
2.3.4. Library Transfer Limits
2.3.5. Transport cost matrix
2.3.6. Item Circulation Alerts
2.3.7. Cities and Towns
2.3.8. Road Types
2.4. Catalog Administration
2.4.1. MARC Bibliographic Frameworks
2.4.2. Koha to MARC Mapping
2.4.3. Keywords to MARC Mapping
2.4.4. MARC Bibliographic Framework Test
2.4.5. Authority Types
2.4.6. Classification Sources
2.4.7. Record Matching Rules
2.4.8. OAI Sets Configuration
2.5. Acquisitions
2.5.1. Currencies and Exchange Rates
2.5.2. Budgets
2.5.3. Funds
2.6. Additional Parameters
2.6.1. Z39.50 Servers
2.6.2. Did you mean?
3. Tools
3.1. Patrons and Circulation
3.1.1. Comments
3.1.2. Patron Import
3.1.3. Notices & Slips
3.1.4. Overdue Notice/Status Triggers
3.1.5. Patron Card Creator
3.1.6. Patrons (anonymize, bulk-delete)
3.1.7. Batch patron modifiction
3.1.8. Tag Moderation
3.1.9. Upload Patron Images
3.2. Catalog
3.2.1. Batch item modification
3.2.2. Batch item deletion
3.2.3. Export Data (MARC & Authorities)
3.2.4. Inventory/Stocktaking
3.2.5. Label Creator
3.2.6. Quick Spine Label Creator
3.2.7. Stage MARC Records for Import
3.2.8. Staged MARC Record Management
3.2.9. Upload Local Cover Image
3.3. Additional Tools
3.3.1. Calendar
3.3.2. CSV Profiles
3.3.3. Log Viewer
3.3.4. News
3.3.5. Task Scheduler
3.3.6. Quote of the Day (QOTD) Editor
4. Patrons
4.1. Add a new patron
4.2. Add a Staff Patron
4.3. Add a Statistical Patron
4.4. Duplicate a Patron
4.5. Editing Patrons
4.6. Patron Permissions
4.6.1. Setting Patron Permissions
4.6.2. Patron Permissions Defined
4.7. Patron Information
4.7.1. Check Out
4.7.2. Details
4.7.3. Fines
4.7.4. Routing Lists
4.7.5. Circulation History
4.7.6. Modification Log
4.7.7. Notices
4.7.8. Statistics
4.7.9. Files
4.8. Patron Search
5. Circulation
5.1. Check Out (Issuing)
5.1.1. Checking Items Out
5.1.2. Check Out Messages
5.1.3. Check Out Warnings
5.2. Renewing
5.3. Check In (Returning)
5.3.1. Checking Items In
5.3.2. Check In Messages
5.4. Circulation Messages
5.4.1. Setting up Messages
5.4.2. Adding a Message
5.4.3. Viewing Messages
5.5. Holds
5.5.1. Placing Holds in Staff Client
5.5.2. Managing Holds
5.5.3. Receiving Holds
5.6. Transfers
5.7. Set Library
5.8. Fast Add Cataloging
5.9. Circulation Reports
5.9.1. Holds Queue
5.9.2. Holds to pull
5.9.3. Holds awaiting pickup
5.9.4. Hold ratios
5.9.5. Transfers to receive
5.9.6. Overdues
5.9.7. Overdues with fines
5.10. Tracking In house Use
5.11. In Processing / Book Cart Locations
5.12. Self Checkout
5.13. Offline Circulation Utility
5.13.1. Firefox Plugin
5.13.2. Offline Circ Tool for Windows
5.13.3. Upload Offline Circ File
6. Cataloging
6.1. Bibliographic Records
6.1.1. Adding Records
6.1.2. Adding Analytic Records
6.1.3. Editing Records
6.1.4. Duplicating Records
6.1.5. Merging Records
6.1.6. Deleting Records
6.2. Item Records
6.2.1. Adding Items
6.2.2. Editing Items
6.2.3. Item Information
6.2.4. Moving Items
6.2.5. Deleting Items
6.2.6. Item Specific Circulation History
6.3. Authorities
6.3.1. Adding Authorities
6.3.2. Searching Authorities
6.3.3. Editing Authorities
6.4. Cataloging Guides
6.4.1. Bibliographic Record Cataloging Cheat Sheet
6.4.2. Item/Holdings Record Cataloging Guide
6.4.3. Handling On Order Items and Holds
7. Serials
7.1. Add a subscription
7.2. Receive Issues
7.3. Create a Routing List
7.4. Subscriptions in Staff Client
7.5. Subscriptions in OPAC
7.6. Claim Late Serials
7.7. Check Serial Expiration
7.8. Renewing Serials
7.9. Searching Serials
8. Acquisitions
8.1. Setup
8.2. Vendors
8.2.1. Add a Vendor
8.2.2. View/Edit a Vendor
8.2.3. Vendor Contracts
8.3. Managing Suggestions
8.4. Placing Orders
8.4.1. Create a basket
8.4.2. Create a basket group
8.4.3. Printing baskets
8.5. Receiving Orders
8.6. Invoices
8.7. Claims & Late Orders
8.8. Acquisition Searches
8.9. Budget/Fund Tracking
9. Lists & Cart
9.1. Lists
9.1.1. Create a List
9.1.2. Add to a List
9.1.3. Viewing Lists
9.1.4. Merging Bibliographic Records Via Lists
9.2. Cart
10. Reports
10.1. Custom Reports
10.1.1. Add Custom Report
10.1.2. Edit Custom Reports
10.1.3. Running Custom Reports
10.2. Statistics Reports
10.2.1. Acquisitions Statistics
10.2.2. Patron Statistics
10.2.3. Catalog Statistics
10.2.4. Circulation Statistics
10.2.5. Serials Statistics
10.2.6. Holds Statistics
10.2.7. Patrons with the most checkouts
10.2.8. Most Circulated Items
10.2.9. Patrons with no checkouts
10.2.10. Items with no checkouts
10.2.11. Catalog by Item Type
10.2.12. Lost Items
10.2.13. Average Loan Time
10.3. Report Dictionary
11. OPAC
11.1. Search Results
11.1.1. Results Overview
11.1.2. Filters
11.1.3. Search RSS Feeds
11.2. Bibliographic Record
11.3. Lists & Cart
11.3.1. Lists
11.3.2. Cart
11.4. Placing Holds
11.5. Enhanced Content
11.5.1. Tagging
11.5.2. Comments
11.5.3. Zotero
11.5.4. Custom RSS Feeds
11.6. My Account
11.6.1. My Summary
11.6.2. Patron Flags
11.6.3. My Fines
11.6.4. My Details
11.6.5. My Tags
11.6.6. Change My Password
11.6.7. My Search History
11.6.8. My Reading History
11.6.9. My Privacy
11.6.10. My Purchase Suggestions
11.6.11. My Messaging
11.6.12. My Lists
11.7. Purchase Suggestions
11.8. Mobile OPAC
12. Searching
12.1. Advanced Search Prefixes
12.2. Guide to Searching
12.2.1. Indexing and Searching Description
12.2.2. Indexing Configuration
12.2.3. Basic Searching
12.2.4. Advanced Searching
12.2.5. Common Command Language Searching
12.3. Koha Search Indexes
13. About Koha
13.1. Server Information
13.2. Perl Modules
13.3. System Information
14. Implementation Checklist
14.1. Data Migration
14.2. Admin Configuration
14.3. Localization Configuration
14.4. Circulation Configuration
14.5. Patron Configuration
14.6. Cataloging Configuration
14.7. Authorities Configuration
14.8. Searching Configuration
14.9. OPAC Configuration
14.9.1. Editable OPAC Regions
14.10. Enhanced Content Configuration
14.11. Acquisitions Configuration
14.12. Serials Configuration
14.13. Planning for Go-Live
15. SOPAC2 Installation
15.1. Introduction
15.2. Installation of Locum and Insurge
15.2.1. Dependencies
15.2.2. Download
15.2.3. Creation of the Database
15.2.4. Sync DSN
15.2.5. Installation of Insurge
15.2.6. Installation of Locum
15.3. Installation of Koha Connector
15.4. Harvest Records
15.5. Installation of Sphinx
15.5.1. Dependencies
15.5.2. Download and Compile
15.5.3. Creation of User and Group
15.5.4. The Sphinx daemon
15.5.5. Configuration
15.5.6. Indexing documents
15.6. Installation of SOPAC2
15.6.1. Download
15.6.2. Installation
15.6.3. Configuration
16. Cron Jobs
16.1. Cron Jobs
16.1.1. Search
16.1.2. Circulation
16.1.3. Patrons
16.1.4. Notices
16.1.5. In Processing/Book Cart
16.1.6. Catalog
16.1.7. OPAC
16.1.8. System Administration
16.1.9. Acquisitions
16.1.10. Deprecated scripts
17. Web Services
17.1. OAI-PMH
17.1.1. Sample OAI Conf File
18. Using the SRU server
18.1. Using the SRU server
18.1.1. Explain
18.1.2. Search
18.1.3. Retrieve
A. System Preference Defaults
A.1. ISBD Defaults
A.1.1. MARC Default
A.1.2. UNIMARC Default
B. Configuring Receipt Printers
B.1. For Epson TM-T88III (3) & TM-T88IV (4) Printers
B.1.1. In the Print Driver
B.1.2. In Firefox
B.2. For Epson TM-T88II (2) Printers
B.2.1. In Firefox
B.3. For Star SP542 Printers
B.3.1. Installing the Printer
B.4. Configuring Firefox to Print to Receipt Printer
C. Example Notice
D. Sample Serials
D.1. Reader's Digest (0034-0375)
D.2. People Weekly (1076-0091)
D.3. Et-Mol
D.4. Backpacker (0277-867X)
D.5. Keats-Shelley Journal (0453-4387)
E. Using Koha as a Content Management System (CMS)
E.1. Setup
E.1.1. Troubleshooting
E.1.2. Bonus Points
E.2. Usage
E.2.1. Adding Pages
E.2.2. Viewing your page
E.2.3. Example
E.2.4. Live Examples
F. Resetting the Koha Database
F.1. Truncate Tables
F.2. Reset the Zebra Index
G. Important Links
G.1. Koha Related
G.2. Cataloging Related
G.3. Enhanced Content Related
G.4. Design Related
G.5. Reports Related
G.6. Installation Guides
G.7. Misc
H. Koha XSLT Item Types
I. MarcEdit
I.1. Adding a prefix to call numbers
I.2. Importing Excel data into Koha
I.2.1. Converting from Excel format into .mrk format
I.2.2. Convert .mrk file to .mrc
I.2.3. Import .mrc into Koha
J. Talking Tech
J.1. Installation and Setup Instructions
J.2. Sending Notices File
J.3. Receiving Results File
K. OCLC Connexion Gateway
K.1. Setting up OCLC service on Koha
K.2. Setting up your OCLC desktop client
L. FAQs
L.1. Display
L.1.1. Custom Item Type/Authorized Value Icons
L.1.2. Customizing Koha Images
L.1.3. OPAC Display Fields
L.1.4. Subtitle Display on Bib Records
L.1.5. Customize Logo on Staff Client
L.1.6. Show patrons the barcodes of items they have checked out
L.2. Circulation/Notices
L.2.1. Dropbox Date
L.2.2. Holds to Pull and Holds Queue
L.2.3. Duplicate Overdue Notices
L.2.4. Printing Overdue Notices
L.2.5. Unable to Renew Items
L.2.6. Unable to Place Holds
L.2.7. Keyboard Shortcuts
L.2.8. SMS Notices/Messages
L.3. Cataloging
L.3.1. Authority Fields
L.3.2. Koha to MARC Mapping
L.3.3. Number of Items Per Bib Record
L.3.4. Analytics
L.4. Acquisitions
L.4.1. Planning Categories
L.5. Serials
L.5.1. Advanced Patterns
L.6. Reports
L.6.1. Define Codes Stored in DB
L.6.2. Runtime Parameters
L.6.3. Results Limited
L.7. Searching
L.7.1. Advanced Search
L.7.2. Wildcard Searching
L.7.3. Title Searching
L.8. Enhanced Content
L.8.1. FRBRizing Content
L.8.2. Amazon
L.9. System Administration
L.9.1. Errors in Zebra Cron
L.9.2. Making Z39.50 Target Public
L.9.3. Shelving Location Authorized Values
L.9.4. Why do I need Authorized Values?
L.9.5. How do I clean up the sessions table?
L.10. Hardware
L.10.1. Barcode Scanners
L.10.2. Printers
M. Extending Koha
M.1. Amazon lookup script for Koha libraries
M.2. Keyword Clouds
M.3. Newest Titles Pulldown
M.4. Cataloging and Searching by Color
N. Koha and Your Website
N.1. Koha search on your site
O. GNU General Public License version 3