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Koha 3.2

Koha 3.2 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
2009, 2010
1. Administration
1.1. Global System Preferences
1.1.1. Acquisitions
1.1.2. Administration
1.1.3. Authorities
1.1.4. Cataloging
1.1.5. Circulation
1.1.6. Creators
1.1.7. Enhanced Content
1.1.8. I18N/L10N
1.1.9. Local Use
1.1.10. Logs
1.1.11. OPAC
1.1.12. Patrons
1.1.13. Searching
1.1.14. Serials
1.1.15. Staff Client
1.1.16. Web Services
1.2. Basic Parameters
1.2.1. Libraries & Groups
1.2.2. Item Types
1.2.3. Authorized Values
1.3. Patrons & Circulation
1.3.1. Patron Categories
1.3.2. Cities and Towns
1.3.3. Road Types
1.3.4. Patron Attribute Types
1.3.5. Circulation and Fine Rules
1.3.6. Library Transfer Limits
1.3.7. Item Circulation Alerts
1.4. Catalog Administration
1.4.1. MARC Bibliographic Frameworks
1.4.2. Koha to MARC Mapping
1.4.3. Keywords to MARC Mapping
1.4.4. MARC Bibliographic Framework Test
1.4.5. Authority Types
1.4.6. Classification Sources
1.4.7. Record Matching Rules
1.5. Acquisitions
1.5.1. Currencies and Exchange Rates
1.5.2. Budgets
1.5.3. Funds
1.6. Additional Parameters
1.6.1. Stop Words
1.6.2. Z39.50 Servers
2. Tools
2.1. News
2.2. Label Creator
2.2.1. Templates
2.2.2. Profiles
2.2.3. Layouts
2.2.4. Batches
2.3. Quick Spine Label Creator
2.4. Patron Card Creator
2.4.1. Templates
2.4.2. Profiles
2.4.3. Layouts
2.4.4. Batches
2.4.5. Manage Images
2.5. Calendar & Holidays
2.5.1. Adding Events
2.5.2. Editing Events
2.5.3. Additional Help
2.6. Comments/Reviews
2.7. Tag Moderation
2.8. CSV Profiles
2.8.1. Add CSV Profiles
2.8.2. Modify CSV Profiles
2.8.3. Using CSV Profiles
2.9. Stage MARC Records for Import
2.10. Staged MARC Record Management
2.11. Export Bibliographic and Holdings Data (MARC Export)
2.12. Patron Import
2.12.1. Creating Patron File
2.12.2. Importing Patrons
2.13. Patrons (anonymize, bulk-delete)
2.14. Upload Patron Images
2.15. Task Scheduler
2.15.1. Troubleshooting
2.16. Notices
2.16.1. Adding Notices
2.16.2. Existing Notices
2.17. Overdue Notice/Status Triggers
2.18. Log Viewer
2.19. Inventory/Stocktaking
2.20. Batch item modification
2.21. Batch item deletion
3. Patrons
3.1. Add a new patron
3.2. Add a Staff Patron
3.3. Add a Statistical Patron
3.4. Editing Patrons
3.5. Patron Permissions
3.5.1. Setting Patron Permissions
3.5.2. Patron Permissions Defined
3.6. Patron Information
3.6.1. Check Out
3.6.2. Details
3.6.3. Fines
3.6.4. Circulation History
3.6.5. Modification Log
3.6.6. Messaging
3.6.7. Notices
3.7. Patron Search
4. Circulation
4.1. Check Out (Issuing)
4.1.1. Checking Items Out
4.1.2. Check Out Messages
4.1.3. Check Out Warnings
4.2. Check In (Returning)
4.2.1. Checking Items In
4.2.2. Check In Messages
4.3. Circulation Messages
4.3.1. Setting up Messages
4.3.2. Adding a Message
4.3.3. Viewing Messages
4.4. Holds
4.4.1. Placing Holds in Staff Client
4.4.2. Managing Holds
4.4.3. Receiving Holds
4.5. Transfers
4.6. Set Library
4.7. Fast Add Cataloging
4.8. Circulation Reports
4.8.1. Holds Queue
4.8.2. Holds to pull
4.8.3. Holds awaiting pickup
4.8.4. Hold ratios
4.8.5. Transfers to receive
4.8.6. Overdues
4.8.7. Overdues with fines
4.9. Tracking Inhouse Use
4.10. In Processing / Book Cart Locations
4.11. Self Checkout
4.12. Offline Circulation Utility
4.12.1. Firefox Plugin
4.12.2. Offline Circ Tool for Windows
4.12.3. Upload Offline Circ File
5. Cataloging
5.1. Bibliographic Records
5.1.1. Adding Records
5.1.2. Editing Records
5.1.3. Duplicating Records
5.1.4. Merging Records
5.2. Item Records
5.2.1. Adding Items
5.2.2. Editing Items
5.2.3. Moving Items
5.2.4. Item Specific Circulation History
5.3. Authorities
5.3.1. Adding Authorities
5.3.2. Searching Authorities
5.3.3. Editing Authorities
5.4. Cataloging Guides
5.4.1. Bibliographic Record Cataloging Cheat Sheet
5.4.2. Item/Holdings Record Cataloging Guide
5.4.3. Handling On Order Items and Holds
6. Serials
6.1. Add a subscription
6.2. Receive Issues
6.3. Create a Routing List
6.4. Subscriptions in Staff Client
6.5. Subscriptions in OPAC
7. Acquisitions
7.1. Setup
7.2. Vendors
7.2.1. Add a Vendor
7.2.2. View/Edit a Vendor
7.2.3. Vendor Contracts
7.3. Managing Suggestions
7.4. Placing Orders
7.4.1. Create a basket
7.4.2. Create a basket group
7.4.3. Printing baskets
7.5. Receiving Orders
7.6. Claims & Late Orders
7.7. Acquisition Searches
8. Lists & Cart
8.1. Lists
8.1.1. Create a List
8.1.2. Add to a List
8.1.3. Viewing Lists
8.1.4. Merging Bibliographic Records Via Lists
8.2. Cart
9. Reports
9.1. Custom Reports
9.1.1. Add Custom Report
9.1.2. Edit Custom Reports
9.2. Statistics Reports
9.2.1. Acquisitions Statistics
9.2.2. Patron Statistics
9.2.3. Catalog Statistics
9.2.4. Circulation Statistics
9.2.5. Serials Statistics
9.2.6. Patrons with the most checkouts
9.2.7. Most Circulated Items
9.2.8. Patrons with no checkouts
9.2.9. Items with no checkouts
9.2.10. Catalog by Item Type
9.2.11. Lost Items
9.2.12. Average Loan Time
9.3. Report Dictionary
10. OPAC
10.1. Search Results
10.1.1. Results Overview
10.1.2. Filters
10.1.3. Search RSS Feeds
10.2. Bibliographic Record
10.3. Lists & Cart
10.3.1. Lists
10.3.2. Cart
10.4. Enhanced Content
10.4.1. Tagging
10.4.2. Comments
10.4.3. Zotero
10.4.4. Custom RSS Feeds
10.5. My Account
10.5.1. My Summary
10.5.2. Patron Flags
10.5.3. My Fines
10.5.4. My Details
10.5.5. My Tags
10.5.6. Change My Password
10.5.7. My Search History
10.5.8. My Reading History
10.5.9. My Purchase Suggestions
10.5.10. My Messaging
10.5.11. My Lists
10.6. Purchase Suggestions
11. Searching
11.1. Advanced Search Prefixes
11.2. Guide to Searching
11.2.1. Indexing and Searching Description
11.2.2. Indexing Configuration
11.2.3. Basic Searching
11.2.4. Advanced Searching
11.2.5. Common Command Language Searching
11.3. Koha Search Indexes
12. About Koha
12.1. Server Information
12.2. Perl Modules
13. Implementation Checklist
13.1. Data Migration
13.2. Admin Configuration
13.3. Localization Configuration
13.4. Circulation Configuration
13.5. Patron Configuration
13.6. Cataloging Configuration
13.7. Authorities Configuration
13.8. Searching Configuration
13.9. OPAC Configuration
13.9.1. Editable OPAC Regions
13.10. Enhanced Content Configuration
13.11. Acquisitions Configuration
13.12. Serials Configuration
13.13. Planning for Go-Live
14. SOPAC2 Installation
14.1. SOPAC2 Introduction
14.2. Introduction
14.3. Installation of Locum and Insurge
14.3.1. Dependencies
14.3.2. Download
14.3.3. Creation of the Database
14.3.4. Sync DSN
14.3.5. Installation of Insurge
14.3.6. Installation of Locum
14.4. Installation of Koha Connector
14.5. Harvest Records
14.6. Installation of Sphinx
14.6.1. Dependencies
14.6.2. Download and Compile
14.6.3. Creation of User and Group
14.6.4. The demon Sphinx
14.6.5. Configuration
14.6.6. Indexing documents
14.7. Installation of SOPAC2
14.7.1. Download
14.7.2. Installation
14.7.3. Configuration
15. Cron Jobs
15.1. Cron Jobs
15.1.1. Search
15.1.2. Circulation
15.1.3. Notices
15.1.4. In Processing/Book Cart
15.1.5. Catalog
15.1.6. OPAC
15.1.7. System Administration
15.1.8. Deprecated scripts
16. Web Services
16.1. OAI-PMH
16.1.1. Sample OAI Conf File
17. Using the SRU server
17.1. Using the SRU server
17.1.1. Explain
17.1.2. Search
17.1.3. Retrieve
A. System Preference Defaults
A.1. ISBD Defaults
A.1.1. MARC Default
A.1.2. UNIMARC Default
A.2. NoZebraIndexes 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)
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. FAQs
J.1. Display
J.1.1. Custom Item Type/Authorized Value Icons
J.1.2. Customizing Koha Images
J.1.3. Subtitle Display on Bib Records
J.1.4. Customize Logo on Staff Client
J.2. Circulation/Notices
J.2.1. Dropbox Date
J.2.2. Duplicate Overdue Notices
J.2.3. Printing Overdue Notices
J.2.4. Unable to Renew Items
J.2.5. Unable to Place Holds
J.2.6. Keyboard Shortcuts
J.2.7. SMS Notices/Messages
J.3. Cataloging
J.3.1. Authority Fields
J.3.2. Koha to MARC Mapping
J.3.3. Number of Items Per Bib Record
J.4. Acquisitions
J.4.1. Planning Categories
J.5. Serials
J.5.1. Advanced Patterns
J.6. Reports
J.6.1. Define Codes Stored in DB
J.6.2. Runtime Parameters
J.7. Searching
J.7.1. Advanced Search
J.8. Enhanced Content
J.8.1. FRBRizing Content
J.8.2. Amazon
J.9. System Administration
J.9.1. Errors in Zebra Cron
J.9.2. Making Z39.50 Target Public
J.9.3. Shelving Location Authorized Values
J.9.4. Why do I need Authorized Values?
J.9.5. How do I clean up the sessions table?
J.10. Hardware
J.10.1. Barcode Scanners
J.10.2. Printers
K. Extending Koha
K.1. Amazon lookup script for Koha libraries
K.2. Keyword Clouds
L. GNU General Public License version 3