應用核對清單

以下的指南帶您巡視 Koha，做為啟用前的準備。

It is not an exhaustive list of everything you need to do. Please consider your own library practices and what other checks are necessary for your own library and context.

資料轉換

使用 Koha 前應已有相當資料。可以人工逐筆鍵入，但多數情況是已有電子格式的資料祗需重新格式它們就能匯入 Koha。

• 新增圖書館清單並建入其資訊及代碼 圖書館

• 定義你的清單 館藏類型

• 設定讀者類型並輸入代碼於 讀者類型

• 輸入其他的讀者資訊於 讀者屬性

  • This requires that you first enable the ExtendedPatronAttributes system preference if you have custom fields

• 定義所有 容許值

  • 合集代碼 (CCODE)

  • 排架位置（LOC）

  • 館藏狀態

    • 遺失狀態（遺失）

    • 不外借狀態（不_外借）

    • 損壞狀態（損壞）

    • 撤銷狀態 (撤銷)

  • 加上圖書館所需的其他資料

• 可選定義 城市和鄉鎮

• 對映您的書目資料 由原來的系統至 Koha 欄位並轉換 (記得使用在設定區鍵入的館藏、排架、館藏類型與圖書館代碼)

• 對映您的讀者資料 由原來的系統至 Koha 欄位並轉換 (記得使用稍早設定的讀者與圖書館代碼)

• 測試匯入的資料，包括：

  • 檢查讀音符號，是否正常。

  • 檢查集叢題名並確認集叢資訊正確地匯入。

  • 確認讀者的連絡資訊在正確的欄位。

  • 搜尋目錄裡已匯入的集叢資料確認人其正確性。

  • 搜尋目錄裡已匯入的集叢資料確認人其正確性。

  • 檢查機讀編目格式確認館藏都已正確編目

  • 檢查編目程序查看必要欄位都沒少

  • 檢查罰款的正確性

  • 檢查預約資料裡的書目記錄與讀者記錄

管理組態

大部份的偏好不需要改變，祗有少數幾個偏好需要客製化。

• 若使用CAS認證，則需要設定 CAS系統偏好

• 管理系統偏好

  • KohaAdminEmailAddress : This is the email address that will be used by the system in 『from』 lines and to send errors to if there is no email set for the branch

  • noItemTypeImages : Decide if you want to show item type icons in the staff client and opac

  • csvdelimiter : This value will be put in between fields when exporting data from Koha

  • virtualshelves : Decide if you want the staff and/or patrons to use lists in Koha

  • AutoLocation : Require staff to log in to the staff client from a specific IP range

  • IndependentBranches : Prevent librarians from editing content that belongs to other branches

• 進入 記錄系統偏好 並決定你想在 :ref:`記錄 <log-viewer-label>`中追蹤哪些操作

• 經由 共享系統偏好 與 Koha 社群共享您圖書館的資訊。

• 決定你需要執行什麼 :ref:`工作排程 <cron-jobs-label>`以及何時執行。

  • If you’re using the long overdue cron job be sure to set your DefaultLongOverdueChargeValue, DefaultLongOverdueLostValue and DefaultLongOverdueDays preferences.

本土化組態

Koha 的用戶遍及全世界，需要設定在地的偏好，才能以在地的語言與位置呈現其內容。

• 在地化/國際化系統偏好

  • dateformat : Decide how dates are displayed throughout Koha

  • opaclanguagesdisplay : Decide if patrons can choose what language the OPAC appears in

    • OPACLanguages : Decide which languages the patrons can choose from

  • language : Decide which languages appear in the staff interface

  • CalendarFirstDayOfWeek : Define your first day of the week

流通組態

流通館藏之前，必須設定流通的規則與偏好。

• 設定您的 流通與罰款規則

• 鍵入 圖書館閉館日 供計算罰款與到期日之用

• 流通系統偏好

  • CircControl : Define whether circulation rules are based on item’s location, patron’s location or transaction location

  • useDaysMode : Define how due dates are calculated

  • finesCalendar : Define how fines are calculated (for every late date or only for days the library is open)

  • SpecifyDueDate : Decide if staff are allowed to override due dates on checkout

  • SpecifyReturnDate : Decide if you want to let the staff specify an arbitrary return date on checkin

  • itemBarcodeFallbackSearch : Decide if you want staff to be able to checkout using a keyword search (title, call number, etc)

  • AutomaticItemReturn : Decide if items are sent back to the owning branch when checked in

  • todaysIssuesDefaultSortOrder : Decide how items checked out today display on the patron record

  • previousIssuesDefaultSortOrder : Decide how items checked out prior to today display on the patron record

  • noissuescharge : Define the maximum amount a patron can owe before checkouts are blocked

  • ReturnBeforeExpiry : Decide if patrons need to return items before their accounts expire

  • AllowHoldsOnDamagedItems : Decide if patrons can place holds on items that are marked as damaged

    • AllowHoldPolicyOverride : Decide if you want the staff to be able to override this setting

  • maxreserves : Decide how many items a patron can have on hold at once

    • AllowHoldPolicyOverride : Decide if you want the staff to be able to override this setting

  • maxoutstanding : Define the maximum amount a patron can owe before holds are blocked

    • AllowHoldPolicyOverride : Decide if you want the staff to be able to override this setting

  • ReservesMaxPickUpDelay : Define the number of days before a hold expires

  • WebBasedSelfCheck : Decide if you want to use the built in web-based self-checkout system

    • AutoSelfCheckAllowed：決定是否需要登入自助借出系統

    • ShowPatronImageInWebBasedSelfCheck: Decide if you want patron images to show on the self checkout screen

  • AllowNotForLoanOverride : Decide if you want the staff to be able to checkout items marked as 『not for loan』

  • AllowRenewalLimitOverride : Decide if you want staff to override the limit put on renewals

  • AllowFineOverride : Decide if you want staff to be able to override fine limits

  • AllowTooManyOverride : Decide if you want staff to be able to check out more than the limit to a patron

  • RenewalPeriodBase : Decide what date renewals are based on

  • finesMode : Switch to 『Calculate and Charge』 before you go live if you charge fines

  • NoticeBcc: If you want to receive a copy of every notice, enter your email address

  • emailLibrarianWhenHoldIsPlaced: Decide if you want an email every time a hold is placed

  • ReservesControlBranch : Decide which branch’s hold rules are considered first

  • AudioAlerts: Decide if you want to have sounds for circulation actions

    • 在管理模組的 :ref:`音頻警報 <audio-alerts-label>`部分設定聲音和動作

  • FilterBeforeOverdueReport : If you have a large amount of overdues, you might want to turn this preference on so as to allow you to filter before results appear

  • DisplayClearScreenButton : If you have a lot of staff members sharing one circulation computer you might want to enable this so that staff can clear the screen in between checkouts to protect patrons』 privacy

  • CircAutoPrintQuickSlip : Decide how you want Koha to react if you scan in a blank barcode on the checkout screen

  • SuspendHoldsIntranet and/or SuspendHoldsOpac : Decide if you want patrons and/or staff to be able to suspend holds

    • AutoResumeSuspendedHolds : If you allow holds to be suspended decide if you want them to automatically resume on the date entered by the staff and/or patron

  • OnSiteCheckouts決定是否要允許檢查館藏

    在圖書館內使用

  • RecordLocalUseOnReturn : Set this to record local use of items when you check them in

• 客製化您的 通知和收條

• 設定 逾期通知啟動機制

• 設定 工作排程

  • 啟用 預約順位 (1-4 小時一次)

  • 決定 預約失效 (逐日)

  • 計算罰款 (逐日)

    • 於還入時計算以時借出的館藏

  • :ref:`逾期過久的館藏標記為遺失 <cron-long-overdues-label>`(逐日)

  • 設定系統 送出訊息的時間 (1-4 小時)

  • 設定 逾期通知順位 (逐日)

  • 設定 不列印預約通知 (逾期與訊息序位後逐日)

  • 設定 提早通知館藏將到期 (逐日)

  • 找出需要 恢復與移除延遲的預約 (逐日)

  • 允許自動續借 設定他們為續借 (每晚)

讀者組態

從舊系統匯入讀者資料後，還需設定若干事項。

• 以 館員身份進入做為讀者

  • 設定 館員的權限

• 讀者系統偏好

  • autoMemberNum : Decide if the patron barcodes are auto-generated or if you enter them yourself

  • MaxFine : Determine the maximum amount that people can owe in fines

  • NotifyBorrowerDeparture : Decide when to warn staff that the patron account is about to expire

  • intranetreadinghistory : Decide if the staff can see the patron’s reading/checkout history

  • BorrowerMandatoryField : List fields that you want to appear as mandatory on the patron add/edit form

  • BorrowersTitles : Add or change the titles for your patrons

  • borrowerRelationship : Add or change borrower relationships (child to adult and professional to organization)

  • AutoEmailNewUser : Determine if the patrons get an email confirming the creation of their account

  • EnhancedMessagingPreferences : Decide if staff can choose from a series of notices (other than overdues) for patrons

  • EnhancedMessagingPreferencesOPAC: Decide if patrons can choose from a series of notices (other than overdues) for themselves

  • patronimages : Decide if you want to save patron pictures in your system

  • ExtendedPatronAttributes : Decide if you want to enable custom patron fields

  • minPasswordLength : Enter the minimum number of characters you want passwords to have

  • BorrowerUnwantedField : Decide what fields your library doesn’t need to see on the patron entry form

• 設定 工作排程

  • 通過設定 更新讀者類別的工作排程 ，決定你是否希望兒童讀者自動成為成人讀者。

編目組態

編目之前，需要設定以下的偏好與規則。

• 設定編目框架，或 MARC 書目框架

  • 執行 :ref:`MARC書目框架測試 <marc-bibliographic-framework-test-label>`確認修改後框架的有效性

• 設定編目用的 容許值

• 設定 客製化分類法來源 (若使用預設以外的分類法)

• 設定 :ref:`MARC 匹配規則 <record-matching-rules-label>`供匯入 mrc 檔案

• 設定編目(與採訪)用的 Z39.50 伺服器

• 編目系統偏好

  • URLLinkText : Enter text to display when 856 fields do not have pre-defined labels

  • hide_marc：若不熟悉 MARC 可以隱藏其欄號

  • LabelMARCView : Choose how you want duplicate fields to appear on the editor

  • DefaultClassificationSource : Choose which classification source is the default in your library

  • advancedMARCeditor : Decide if you want to use the advanced MARC editor

  • marcflavour : Choose your MARC format

  • itemcallnumber : Enter which field and subfields to look into for the call number

  • MARCOrgCode : Enter your MARC organizational code (not the same as your OCLC number)

  • autoBarcode : Decide if Koha generates item barcodes for you

  • OpacSuppression : 設定是否於 OPAC 搜尋結果設定隱藏的記錄

• 設定 工作排程

  • 系統 檢查書目記錄內網址有效性 的間隔

權威組態

Koha 能追蹤權威記錄及其連結的書目記錄。使用之前應組態若干偏好。

• 設定 權威記錄框架 ，或模版

• 權威記錄系統偏好

  • RequireChoosingExistingAuthority: Decide if catalogers can type into controlled fields, or if they have to search for existing authority records.

  • AutoCreateAuthorities: Decide if Koha creates authorities when cataloging.

  • AuthorityMergeLimit: Decide if updates to authorities trigger updates to the bibliographic records that link to them

  • LinkerModule : Decide which match the authority linker should use

  • LinkerOptions : Decide if you want authority linking to be broader or more specific

  • CatalogModuleRelink : Decide if you want to enable authority linking while cataloging

• 設定 工作排程

  • 設定系統查看權威記錄的更新，以 合併改變入書目記錄

搜尋組態

若干系統偏好與搜尋有關，不建議修改太多的偏好，原始設定讓您取得最相關的結果。從:ref:搜尋系統偏好 <searchingsystem-preferences-label> 分頁，可修改偏好。

• 設定 工作排程

• 搜尋系統偏好

  • AdvancedSearchTypes : Decide which authorized value fields you want patrons and staff to be able to limit their advanced searches by

  • AdvancedSearchLanguages : Decide which languages you want people to be able to limit to via the search engine

  • UseAuthoritiesForTracings : Decide how you want Koha to handle subject searches in the OPAC

    • TraceCompleteSubfields : Decide how you want Koha to handle subject searches in the OPAC

    • TraceSubjectSubdivisions決定你希望 Koha 如何處理

      OPAC 中的主題搜尋

  • displayFacetCount : Decide whether to show facet counts on search results

OPAC 組態

很多組態 OPAC 的方法。

• 決定 OPAC 的外觀及顯示在主頁的內容

• 以 CSS 新增圖書館的樣式表

  重要

  不要編輯預設的 CSS 檔案，複製預設的 CSS 再修改它，保留預設的 CSS ，系統才能回到它。

• 新增客製化的 XSLT 樣式表改變在 OPAC 的搜尋結果與書目記錄顯示方式

• OPAC 系統偏好

  • OPACBaseURL : Enter your library’s URL

  • opacuserlogin : Decide if you want to allow patrons to login to the OPAC to access customized functionality (searching will be allowed without logging in)

    • OPACHoldRequests : Decide if patrons can place holds via the OPAC

    • OpacPasswordChange : Decide if patrons can change their password (don’t allow this if you’re using LDAP)

    • OpacRenewalAllowed : Decide if patrons can renew their checked out items via the OPAC

    • opacreadinghistory : Decide if patrons can view their reading/ checkout history via the OPAC

    • OPACComments : Decide if you want to allow patrons to comment on bibliographic records via the OPAC

    • OpacStarRatings : Decide if patrons can leave star ratings

    • virtualshelves : Decide if you want patrons to be able to create lists

    • OpacAllowPublicListCreation: If patrons can create lists then decide if they are allowed to create public lists

    • suggestion : Decide if you want patrons to be able to submit purchase suggestions

    • OPACViewOthersSuggestions : Decide if you want patrons to be able to see purchase suggestions made by other patrons

  • opacbookbag : Decide if patrons can save items into their cart

  • AnonSuggestions : Decide if you want non logged in users to be able to make purchase suggestions

  • LibraryName : Enter your library name for display in the <title> tag and on the top of the OPAC

  • OPACNoResultsFound : Enter the HTML that will appear when no results are found

  • OPACMySummaryHTML : Enter the HTML that will appear in the far right of the circulation summary in the OPAC

  • 客製化樣式表：

    • OPACUserCSS : Enter any additional fields you want to define styles for

    • opaclayoutstylesheet : Point to a CSS file on your Koha server

  • OpacHighlightedWords：在搜尋結果以強調方式顯示搜尋字詞

  • hidelostitems : Decide if you want to show patrons items you have marked as lost

  • BiblioDefaultView : Decide what view is the default for bibliographic records on the OPAC

  • OPACShelfBrowser : Decide if you want to enable the shelf browse functionality

  • OPACURLOpenInNewWindow : Decide if URLs clicked in the OPAC are opened in a new window

  • SearchMyLibraryFirst : If you have a multi-branch system decide if you want patrons to search their library first

  • OpacAuthorities : Decide if you want patrons to be able to search your authority file

  • OpacBrowser : Decide if you want patrons to browse your authority file (French libraries only)

  • OPACSearchForTitleIn : Choose which libraries you want patrons to be able to re-run their search in

  • OpacAddMastheadLibraryPulldown : If you’re a multi-branch system you can add a pull down to the search bar for patrons to search which library to search

  • EnableOpacSearchHistory : Decide if you want the system to keep a search history

• 設定 工作排程

  • If you have the OpacBrowser preference set decide when you want the contents to rebuild (French libraries only)

  • 若您有 客製化 RSS，則可決定 送出 的時機

可編輯的 OPAC 區塊

Using the HTML customizations tool you can customize various blocks of the OPAC. The following graphic shows what each display location updates.

而 『每日引句』 是在 :ref:`每日引句編輯器<quote-of-day-(qotd)-editor-label>`中管理

The news tool can be used to add news items to the OPAC’s main page.

The pages tool can be used to add more content pages to the OPAC.

強化內容組態

Koha 允許引入外部資源強化書目記錄。所有的內容都可以 :ref:`強化內容系統偏好<enhanced-content-system-preferences-label>`來切換它。

• FRBR/版本

  • If you would like to have your OPAC and/or staff interface show an 『Editions』 tab on the bibliographic record, you want to enable one or the other FRBR preferences and then the ISBN service ThingISBN.

• Amazon : 此免費的服務要求您先登入 http://aws.amazon.com

  • 使用 Amazon 偏好，就能使用它提供的封面。

• Babelthèque

  • 此為付費服務。連繫 Babelthèque 以便在 OPAC 啟用其內容。

• Baker and Taylor

  • 此為 Baker &amp; Taylor 提供的付費服務。連繫 Baker &amp; Taylor 以便取得該等偏好的設定資訊。

• HTML5 media

  • 允許圖書館將串流媒體嵌入目錄內

• Google

  • This service is free and does not require registration, simply enable GoogleJackets and you’re set to go.

• LibraryThing

  • With the exception of ThingISBN, you will need to contact LibraryThing for the information to enter into these preferences

  • Enabling ThingISBN will help to populate the editions tab on the bibliographic record display if you have enabled FRBR.

• Novelist Select

  • This is a paid service from EBSCO. Contact EBSCO for the information to enter into these preferences

• Open Library

  • 開放圖書館計畫是個開放的計畫，可從此擷取封面 (未來可能增加其他服務)

• Overdrive

  • 圖書館可訂閱此付費服務取得電子書內容。若訂閱 Overdrive 則可將該內容整合入 Koha。

• Syndetics

  • 由 Syndetics 提供的付費服務，為書目記錄增加內容。連繫 Syndetics 公司，取得鍵入此偏好所需的資訊。

• 標籤

  • 設定讀者新增標籤的權限。

採訪組態

必須先設定採訪偏好，才能使用採訪模組。

• 設定 基金與預算

• 指定 預設幣別，再加入其他幣別

• 鍵入 供應商資訊

• 新增 代碼為 ACQ 的框架 (才能在發出訂單或收到時輸入館藏記錄)

• 採訪系統偏好

  • AcqCreateItem : Decide if an item record is created during acquisition

  • CurrencyFormat : Decide how you want monetary amounts to display

  • TaxRates : Enter your sales tax (if you are billed for tax)

  • OrderPdfFormat : Decide what format you want your print orders to use

期刊組態

必須先設定期刊偏好，才能使用期刊模組。

• 期刊系統偏好

  • RenewSerialAddsSuggestion : Decide if you want renewing serials to add a suggestion for easy purchasing

  • RoutingSerials : Decide if you want to route serials around your library

  • RoutingListAddReserves : Decide if holds are placed on serials when there is a routing list in place

• 編目系統偏好

  • StaffSerialIssueDisplayCount : Decide how many of the most recent issues to display in the staff interface

  • OPACSerialIssueDisplayCount : Decide how many of the most recent issues to display in the OPAC

  • SubscriptionHistory : Decide how you want the subscription information to display in the OPAC

準備啟用

設定完成後，準備啟用Koha系統：

• 教育訓練，外部服務提供商或自我訓練。

• 足夠的時間供館員試用，習慣新系統

• 資料轉移時，與舊系統的廠商保持聯繫，取出完整的資料，並匯入新系統

• 決定你新的Koha OPAC和館員介面的URLs，如果使用現有的系統URLs，則安排這些URLs切換，如果是新的URLs，則建立這些URLs

• 確保如果你託管自己的系統，你有一個程序來備份你的系統數據。