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Koha 3.12

Koha 3.12 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 modification
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. Add Patron Images
4.6. Editing Patrons
4.7. Manging Patron Self Edits
4.8. Patron Permissions
4.8.1. Setting Patron Permissions
4.8.2. Patron Permissions Defined
4.9. Patron Information
4.9.1. Check Out
4.9.2. Details
4.9.3. Fines
4.9.4. Routing Lists
4.9.5. Circulation History
4.9.6. Modification Log
4.9.7. Notices
4.9.8. Statistics
4.9.9. Files
4.10. 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. OPAC Self Registration
11.7. My Account
11.7.1. My Summary
11.7.2. Patron Flags
11.7.3. My Fines
11.7.4. My Details
11.7.5. My Tags
11.7.6. Change My Password
11.7.7. My Search History
11.7.8. My Reading History
11.7.9. My Privacy
11.7.10. My Purchase Suggestions
11.7.11. My Messaging
11.7.12. My Lists
11.8. Purchase Suggestions
11.9. 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. Plugin System
13.1. Set up
14. About Koha
14.1. Server Information
14.2. Perl Modules
14.3. System Information
15. Implementation Checklist
15.1. Data Migration
15.2. Admin Configuration
15.3. Localization Configuration
15.4. Circulation Configuration
15.5. Patron Configuration
15.6. Cataloging Configuration
15.7. Authorities Configuration
15.8. Searching Configuration
15.9. OPAC Configuration
15.9.1. Editable OPAC Regions
15.10. Enhanced Content Configuration
15.11. Acquisitions Configuration
15.12. Serials Configuration
15.13. Planning for Go-Live
16. SOPAC2 Installation
16.1. Introduction
16.2. Installation of Locum and Insurge
16.2.1. Dependencies
16.2.2. Download
16.2.3. Creation of the Database
16.2.4. Sync DSN
16.2.5. Installation of Insurge
16.2.6. Installation of Locum
16.3. Installation of Koha Connector
16.4. Harvest Records
16.5. Installation of Sphinx
16.5.1. Dependencies
16.5.2. Download and Compile
16.5.3. Creation of User and Group
16.5.4. The Sphinx daemon
16.5.5. Configuration
16.5.6. Indexing documents
16.6. Installation of SOPAC2
16.6.1. Download
16.6.2. Installation
16.6.3. Configuration
17. Cron Jobs
17.1. Cron Jobs
17.1.1. Search
17.1.2. Circulation
17.1.3. Patrons
17.1.4. Notices
17.1.5. In Processing/Book Cart
17.1.6. Catalog
17.1.7. OPAC
17.1.8. System Administration
17.1.9. Acquisitions
17.1.10. Deprecated scripts
18. Web Services
18.1. OAI-PMH
18.1.1. Sample OAI Conf File
18.2. REST services
19. Using the SRU server
19.1. Using the SRU server
19.1.1. Explain
19.1.2. Search
19.1.3. 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
K.3. Using the OCLC Connexion Gateway
K.3.1. Exporting records one by one
K.3.2. Exporting records in a batch
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