الأدوات

الأدوات تؤدي نوعاً من الأعمال في كوها .ويُشار إلى كثير من البندود المدرجة فيها في نظم إدارة المكتبات الأخرى باسم 'التقارير'.

  • Get there: More > Tools

Patrons and circulation

قوائم المستفيد

  • Get there: More > Tools > Patrons and circulation > Patron lists

Patron lists are a way to store a group of patrons for easy modification via the batch patron modification tool or reporting.

View of all patron lists and New patron list button

لإنشاء قائمة جديدة بالمستفيدين قم بالنقر على زر "قائمة مستفيد جديدة"

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Enter a list name.

Checking the 'Shared' box will make this list visible to all users with the manage_patron_lists permission.

Save the list.

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Each list has an 'Actions' menu with more list options.

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To add patrons to the list click the 'Add patrons' link in the 'Actions' menu.

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قم بإدخال اسم المستفيد أو رقم البطاقة في مربع البحث والنقر على النتيجة الصحيحة لإضافة المستفيد

Alternatively, you can click on the 'Enter multiple card numbers' link and scan (or type in) barcodes in the box.

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Once you have all of the patrons you would like to add you can click the 'Add patrons' button to save them to the list.

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Note

  • You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: patron-list-table).

أندية المستفيد

  • Get there: More > Tools > Patrons and circulation > Patron clubs

Patron clubs create clubs in which patrons may be enrolled. It is useful for tracking summer reading programs, book clubs and other such clubs.

Important

Staff will need the clubs permissions to edit clubs, templates and enroll patrons. To learn how to set patron permissions, go to the patron permissions section of this manual.

Creating a new club template

Click on the 'New club template' button. Here you can add fields that can be filled out at the time a new club is created based on the template, or a new enrollment is created for a given club based on the template.

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The name is required. This could be something like 'Adult book club', 'Children’s book club' or 'Summer reading program'. Remember these templates will be starting point for each club you create.

The description can be any additional information.

Allow public enrollment: if this box is checked it will allow patrons to enroll in a club based on this template from the OPAC.

Require valid email address: if this box is checked only patrons with a valid email address can enroll. So they will need a email address to enroll.

The library drop down gives you the flexibility to let staff from specific branches create clubs with this template. If you let it set to blank, staff from any branch will be able to create a new club using this template.

Club fields: these fields will be used when creating a club based on this template. For example, this can be the name of the club, the name of the animator, the theme, etc.

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'Name' is the label of the field

'Description' is additional information about this field.

You can connect authorized values here.

Enrollment fields: you can add any additional fields you want to have filled out by your patrons when they enroll in a club base on this template.

image1366

'Name' is the label of the field

'Description' is additional information about this field.

You can connect authorized values here.

Creating a new club based on a template

Click on the 'New club' dropdown menu and select the template you want to use. Here you can add information about a new club using a template you created.

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The name is required, this will be the name of the specific club using the template you created. For example, 'Summer 2018 reading club'.

The description can be any additional information.

Start and End date will depict when this club runs, the entire duration of the club. Once the club expires, enrollment will not be possible.

The library drop down gives you the flexibility to enroll patrons from specific branches. If you let it set to blank, patrons from any branch will be able to enroll.

Enrolling a patron in a club from the staff interface

To enroll a patron in a club from the staff client, go to the patron's account.

On the 'Details' page or the 'Check out' page, click on the 'Clubs' tab. All ongoing clubs will be displayed in this tab.

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Click on the 'Enroll' button and fill in the fields.

You can also cancel enrollment by clicking on the cancel enrollment.

Enrolling a patron in a club from the OPAC

If you allow public enrollment, the club will be visible on the OPAC.

Patrons have to sign into their account. In the 'Your summary' section, they will be able to click on the 'Clubs' tab and enroll.

image1369

Viewing enrollments

You can monitor the enrollments in each club by going to the 'Patron clubs' tool page and choosing 'Enrollment' from the 'Actions' button.

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Placing a hold for a patron club

You can place holds for a patron club - holds are placed for club members in a random order.

To place a hold for a patron club:

  1. Go to the patron clubs tool ('Home > Tools > Patron clubs').

  2. Click the 'Actions' button for the club and select 'Search to hold'.

  3. Search for a title and select a record.

  4. Select 'Place hold for [CLUBNAME]' from either the action links for the record, or from the 'Place hold' action in the menu bar.

  5. The place holds page is displayed and lists the club members.

  6. Click the 'Place hold' button.

Result: Holds are placed for all club members.

التعليقات

  • Get there: More > Tools > Patrons and circulation > Comments

كل التعليقات تضاف من قبل المستفيدين عبر الأوبك إلى التسجيلات الببليوغرافية التي تتطلب الاشراف من قبل أمناء المكتبات. اذا كان هناك تعليقات تنتظر الاشراف سوف يدرجوا على لوحة الموظفين الرئيسية تحت علامة الأدوات:

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and next to the Comments tool on the Tools page

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To moderate comments click on the notification on the main dashboard or go directly to the Comments tool and click 'Approve' or 'Delete' to the right of the comments awaiting moderation.

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اذا لم يكن يوجد تعليقات للتعديل سترى رسالة تقول ذلك تماماً

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يمكنك كذلك مراجعة وإلغاء الموافقة على تعليقات قمت بالموافقة عليها من قبل عن طريق اختيار تبويب "التعليقات الموافق عليها"

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Patron import

  • Get there: More > Tools > Patrons and circulation > Import patrons

ويمكن استخدام أداة استيراد المستفيد في أي وقت لإضافة مستفيدين بكميات كبيرة. وهي تستخدم عادة في الجامعات والمدارس عندما دفعة جديدة من الطلاب المسجلين.

Creating a patron import file

You can download a blank CSV file with a header from the start page of the patron import tool that you can use as a template for your patron import. The header contains all fields that can be used with the patron import tool. You can delete fields and columns you don't need with the exception of a few mandatory ones. When overlaying, if your new .csv includes blank columns, any existing values in patron records will be overwritten with blanks. It is best to remove any blank columns in a .csv to ensure no existing data is removed.

Important

cardnumber, surname, and all fields you have defined in the BorrowerMandatoryField preference are required and must match valid entries in your database.

Important

The 'password' should be stored in plaintext, and will be converted to a Bcrypt hash.

إذا كانت كلمة مرورك فعلاً مشفرة تحدث إلى مدير النظام لديك حول الخيارات المتاحة

Important

Date formats should match your dateformat system preference, and must be zero-padded, e.g. '01/02/2008'. Alternatively you can supply dates in ISO format (e.g. '2008-12-01').

Important

If your data contains special characters or diacritics, make sure your file is encoded in UTF-8. Otherwise, the special characters will not be imported correctly.

Note

If loading patron attributes, the 'patron_attributes' field should contain a comma-separated list of attribute types and values.

  • إنَّ كود نوع السمة والنقطتان يجب أن تسبق كل قيمة.

    • على سبيل المثال: "INSTID:12345,BASEBALL:Cubs"

    • يجب إحاطة الحقل بأقواس إذا تم تعريف عدة قيم

    • Since values can contain spaces, additional doubled-quotes may be required:

      • "INSTID:12345,BASEBALL:Cubs,""BASEBALL:White Sox""

Note

It's possible to set restrictions using the patron import tool. If the expiration date and comment match an existing restriction, the one in the import file will be skipped. So a patron import can be repeated multiple times without creating duplicate restrictions. But if one of the criteria is different, a new restriction will be added.

Importing patrons

Once you have created your file, you can use the patron import tool to bring the data into Koha.

  • Choose your CSV file

    image255

  • Choose to match on 'cardnumber' or 'username' to prevent adding of duplicate card numbers to the system. Additional matchpoints can be set up using patron attributes marked as unique.

    image256

  • اﻹختيار التالي تستطيع إختيار القيم اﻹفتراضية لتطبيقها على كل المستفيدين المستوردين

    • For example, if you're importing patrons specific to one branch you can use the field on the import form to apply the branch code to all those you are importing.

  • Finally, you need to decide on what data you want to replace if there are duplicates.

    • تم العثور على سجل مطابق للحقل الذي اخترته من أجل مطابقة معايير منع التكرار

    image257

    • When using patron attributes in your installation, you can choose how they are handled on import. You can either decide to always overlay all patron attributes or you choose to only replace patron attributes included in your import file. This will leave other attributes untouched.

    image1355

Notices & slips

  • Get there: More > Tools > Patrons and circulation > Notices & slips

All notices and circulation receipts (or slips) generated by Koha can be customized using the Notices & slips tool. The system comes with several predefined templates that will appear when you first visit this tool.

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Note

  • You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: lettert).

كل إشعار يمكن تحريره، ولكن بعضها فقط يمكن حذفه، وهذا لمنع الأخطاء في النظام بأن تحاول الرسالة أن ترسل بدون قالب.كل إشعار وقصاصة يمكن تحريرها حسب أساسيات المكتبة ، وبشكل افتراضي ستتمكن من رؤية الإشعارات لكل المكتبات.

If you have a style you'd like applied to all slips you can point the SlipCSS preference to a stylesheet. The same is true for notices, using the NoticeCSS preference to define a stylesheet.

You will also want to review the Customising notices and slips wiki page for more information on formatting these notices.

Adding notices and slips

لإضافة إخطار أو كعب جديد

  • Click 'New notice'

    image259

  • اختيار أي مكتبة تلاحظ أو تسحب هذا

  • اختيار وحدة ويرتبط هذا الإشعار إلى

  • يقتصر الرمز على 20 حرفا

  • استخدم اسم الحقل لتتوسع أكثر من الكود

    • Note

      With overdue notices, be sure to put your branch name in the description as well so that it will be visible when setting up your triggers.

  • Next you can customize the notice for every possible delivery method

    • يجب ضبط قالب بريد الكتروني لكل إخطار

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    • If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification

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    • غذا كنت تخطط لطباعة هذا الإخطار يمكنك ضبط قالب الطباعة بعد ذلك

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    • If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next

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  • Each notice offers you the same options

    • If you plan on writing the notice or slip in HTML check the 'HTML message' box, otherwise the content will be generated as plain text

    • Message subject is what will appear in the subject line of the email

    • في جسد الرسالة كن حراً بكتابة أي رسالة تشعر بأنها الأفضل ، استخدم الحقول على الجانب اليميني لتدخل بيانات فردية من قاعدة البيانات.

      • Note

        Review the Customising notices and slips wiki page for more information.

      • Important

        Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags. Learn more about the Overdue notice markup

        • On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.

        • The other option, only for overdue notices, is to use the <item></item> tags to span the line so that it will print out multiple lines. One example for the <item></item> tag option is:

          <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> , Checkout date: <<issues.issuedate>>, Due date: <<issues.date_due>> Fine: <<items.fine>> </item>

      • Important

        Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>>

      • Note

        To add today's date you can use the <<today>> syntax

      • Note

        If you don't want to print the patron's full name on your slips or notice you can enter data in the Other name or Initials field for each patron and use that value instead.

    • The system preference TranslateNotices will add tabs for each installed language to the notices editor. The notice defined in the 'Default' tab will be used if there is no preferred language set for a patron.

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Preview notice templates

For some notices it is possible to preview the notice template showing how it would look to a specified patron for a particular item or record.

If a notice template is previewable the notice template header will contain a field to enter preview data

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Fill in the necessary information for the template then click the Preview button below the message body. The preview dialog will indicate if there are any problems generating the notice template preview.

Overdue notice markup

When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices. You will also want to review the Customising notices and slips wiki page for information on formatting item information in these notices.

Important

مهم هذه الوسوم الجديدة تعمل فقط على اشعارات التأخير، ليس اشعارات الإعارة الأخرى ذات الصلة في هذا الوقت.

These tags are <item> and </item> which should enclose all fields from the biblio, biblioitems, and items tables.

مثال على استخدام هذه الوسوم في قالب الاخطار قد يكون:

The following item(s) is/are currently overdue:

<item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>

مما يفترض أن مادتين قد تأخرتا ، والنتائج ستكون داخل الإشعار كما يلي:

The following item(s) is/are currently overdue:

"A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
"History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50

Existing notices and slips

Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices & slips tool and their style using the NoticeCSS preference to define a stylesheet. You will also want to review the Customising notices and slips wiki page for information on formatting item information in these notices. Here are some of what those notices do:

  • ACCEPTED

    • This notice is sent when a patron's suggestion is accepted.

    • Note: If you don't want to send this notice, just delete it.

  • ACCOUNT_PAYMENT

    • This notice is sent for each payment transaction in a patron's account if the UseEmailReceipts system preference is set to 'Send'.

  • ACCOUNT_WRITEOFF

    • This notice is sent for each writeoff transaction in a patron's account if the UseEmailReceipts system preference is set to 'Send'.

  • ACQCLAIM (Acquisition claim)

    • Used for claiming orders in the aquisitions module

    • ACQCLAIM is the code of the sample notice, but it's possible to define several notices choosing any code. Only the module 'Claim acquisition' will be taken into account. All notices with this module will appear in the pull down on the late orders page.

    • Get there: More > Acquisitions > Late orders

    • This notice is sent if several criteria are met:

      1. The staff patron triggering the email has a valid email address.

      2. The vendor contact marked as 'Contact about late orders?' has a valid email address.

  • ACQORDER (Acquisition order)

    • Used in the acquisitions module to send order information to the vendor

    • The notice is triggered manually from the basket summary page using the 'Email order' button in the toolbar.

    • This notice is sent if several criteria are met:

      1. The staff patron triggering the email has a valid email address.

      2. The vendor contact marked as 'Primary acquisitions contact' and 'Contact when ordering' has a valid email address.

  • ACQ_NOTIF_ON_RECEIV

    • Used in the acquisition module to inform patrons on receiving orders they have been added to.

  • AR_CANCELED

    • This notice is sent to the patron when an article request is cancelled by staff.

  • AR_COMPLETED

    • This notice is sent to the patron when an article request is marked as completed by staff.

  • AR_PENDING

    • This notice is sent to the patron when an article request is changed to 'pending' status

  • AR_PROCESSING

    • This notice is sent to the patron when an article request is marked as being processed by staff.

  • AR_REQUESTED

    • This notice is sent to the patron when an article request has been made in order to confirm the request.

  • AUTO_RENEWALS

    • This notice is sent to the patron if automatic renewals are enabled and the patron has chosen to receive it in their messaging preferences.

    • In order to send this notice, you must set the AutoRenewalNotices system preference to "according to patron messaging preferences".

    • This notice is set so that, depending on the result of the renewal, whether is was successful or not, the message will be different.

  • AUTO_RENEWALS_DGST

    • This notice is sent to the patron if automatic renewals are enabled and the patron has chosen to receive the digest in their messaging preferences.

    • In order to send this notice, you must set the AutoRenewalNotices system preference to "according to patron messaging preferences".

    • This notice is set so that, depending on the result of the renewal, whether is was successful or not, the message will be different.

  • AVAILABLE

    • This notice is sent to the patron who made a suggestion, when the order created from the suggestion is received.

    • Note: If you don't want to send this notice, just delete it.

  • CHECKIN

    • تم إرسال هذا الإخطار كلإخطار "رد" لكل المواد التي تم ردها

    • ويستخدم هذا الإشعار إذا توفر معيارين:

      1. The EnhancedMessagingPreferences is set to 'Allow'

      2. قد طلب من المستفيد لاستلام هذا الإشعار

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Notices

  • CHECKINSLIP

    • This slip lists all items that were checked in today for this patron

    • To print this slip, click Print > Print checkin slip from the patron file

    • You can also print this slip from the Check in page

  • CHECKOUT

    • يتم إرسال هذا الإخطار كإخطار "إعارة" لكل المواد المعارة

    • ويستخدم هذا الإشعار إذا توفر معيارين:

      1. The EnhancedMessagingPreferences is set to 'Allow'

      2. قد طلب من المستفيد لاستلام هذا الإشعار

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Notices

  • DISCHARGE

  • This notice is used to generate a PDF to document a successful discharge request

  • The PDF can either be downloaded by the patron from their patron account or from the staff interface when discharging a patron

  • The discharge feature is controlled by the useDischarge system preference.

  • DUE

    • تم إرسال هذا الإخطار كـ" مادة مستحقة" لمادة مستحقة

    • ويستخدم هذا الإشعار إذا توفر معيارين:

      1. The EnhancedMessagingPreferences is set to 'Allow'

      2. قد طلب من المستفيد لاستلام هذا الإشعار

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Notices

  • DUEDGST

    • يتم إرسال هذا الإخطار كـ"مادة مستحقة" لكل المواد المستحقة

    • ويستخدم هذا الإشعار إذا توفر معيارين:

      1. The EnhancedMessagingPreferences is set to 'Allow'

      2. The patron has requested to receive this notice as a digest

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Notices

  • HOLD (Hold available for pickup)

    • ويستخدم هذا الإشعار إذا توفر معيارين:

      1. The EnhancedMessagingPreferences is set to 'Allow'

      2. قد طلب من المستفيد لاستلام هذا الإشعار

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Notices

    • حين يشير هذا الإخطار إلى جدول الفروع فإنه يشير إلى معلومات فرع الالتقاط

  • HOLDPLACED ( وهي ملاحظة لموظفي المكتبة بأن حجزاً تمَّ تنفيذه)

    • This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'

    • حين يشير هذا الإخطار إلى جدول الفروع فإنه يشير إلى معلومات فرع الالتقاط

  • MEMBERSHIP_EXPIRY

  • NOTIFY_MANAGER

  • ODUE (Overdue notice)

    • This notice is used to send overdue notices to patrons

    • ODUE is the code of the sample notice, but it's possible to use any code and define multiple different messages for different patron categories and notice levels

    • Requires that you set Overdue notice/status triggers

  • ORDERED

    • This notice is sent to the patron who made a suggestion, when the 'from a suggestion' option is used to create an order from it.

    • Note: If you don't want to send this notice, just delete it.

  • PASSWORD_RESET

  • PICKUP_RECALLED_ITEM

    • This notice is sent to the patron who has requested a recall when the item is ready for them to pick up.

  • PREDUE

    • يستخدم هذا الإخطار كـ"إخطار متقدم" عند استحقاق مادة

    • ويستخدم هذا الإشعار إذا توفر معيارين:

      1. The EnhancedMessagingPreferences is set to 'Allow'

      2. قد طلب من المستفيد لاستلام هذا الإشعار

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Notices

  • PREDUEDGST

    • تم إرسال هذا الإخطار كـ"إخطار متقدم" لكل المواد المستحقة

    • ويستخدم هذا الإشعار إذا توفر معيارين:

      1. The EnhancedMessagingPreferences is set to 'Allow'

      2. The patron has requested to receive this notice as a digest

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Notices

  • REJECTED

    • This notice is sent when a patron's suggestion is rejected.

    • Note: If you don't want to send this notice, just delete it.

  • RENEWAL

    • تم إرسال هذا الإخطار كإخطار "إعارة" لكل المواد التي تم تجديدها

    • This notice is used if three criteria are met:

      1. The EnhancedMessagingPreferences is set to 'Allow'

      2. The RenewalSendNotice preference is set to 'Send'

      3. The patron has requested to receive the checkout notice

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Notices

  • RETURN_RECALLED_ITEM

    • This notice is sent to the patron who currently has an item in their possession that has been recalled. It serves to notify them of the new due date for the checked out item.

  • SERIAL_ALERT (New serial issue)

    • Notice used in the serials module to notify patrons/staff of new issues of a serial. SERIAL_ALERT (RLIST in older versions) is provided as a sample notice, but the notice code can be chosen freely as only the module is taken into account. Multiple notices can also be managed.

    • You have the option to select the notice used to inform the patron about a received serial issue for a subscription. Choose from the 'Patron notification' drop down.

    • If a notice has been selected for a subscription, patrons can subscribe to the email notification from the subscription tab in the detail view in the OPAC.

    • Note

      Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool

  • SHARE_ACCEPT

    • تستخدم لإعلام المستفيد عند قبول مستفيد آخر لقائمته المشاركة.

    • Requires that you set OpacAllowSharingPrivateLists to 'Allow'

  • SHARE_INVITE

    • يستخدم لإخطار المستفيد برغبة مستفيد آخر في مشاركة قائمة معه.

    • Requires that you set OpacAllowSharingPrivateLists to 'Allow'

  • SR_SLIP

    • Used to notify library staff of a particular branch of items that should be transferred to another branch in the context of stock rotation

    • Requires the stockrotation.pl

  • TO_PROCESS

  • WELCOME

    • Sent to patrons when their account is set up if the AutoEmailNewUser preference is set to 'Send'

    ملاحظة

    For security reasons, it is not possible to send the patron's password in a notice.

There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices & slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:

  • AR_SLIP

    • Used to print a slip for an article request

    • The slip or receipt can be printed manually when managing article requests from the staff interface.

    • Get there: Circulation > Article requests > Actions > Print slip

  • ISSUEQSLIP

    • تستخدم لطباعة القسائم السريعة للإعارة

    • القسيمة السريعة فقط تحتوي على المواد التي تم إعارتها اليوم

  • ISSUESLIP

    • تستخدم في طباعة قسيمة كاملة في الإعارة

    • القسيمة أو الاستلام سوف يظهر المواد المعارة اليوم، فضلا عن المواد التي لا تزال معارة

  • HOLD_SLIP

    • تستخدم في طباعة قسائم الحجز

    • The holds slip is generated when a hold is confirmed and set to waiting.

  • OVERDUE_SLIP

    • Used to print an overdues slip

    • The overdues slip can be generated manually using the 'print' menu in the patron account in staff. It will show all items overdue.

  • RECALL_REQUESTER_DET

    • Used to print the details of the patron who has requested a recall on an item.

  • TRANSFERSLIP

    • تستخدم لطباعة قسائم النقل

    • تتم طباعة كعب نقل عند تأكيد النقل من فرع إلى آخر في النظام الخاص بك

Overdue notice/status triggers

  • Get there: More > Tools > Patrons and circulation > Overdue notice/status triggers

In order to send the overdue notices that you defined using the Notices & slips tool, you need to first set the triggers to have these messages.

Important

In order to have overdue notices sent to your patrons, you need to set that patron category to require overdue notices.

Important

Depending on the value of your OverdueNoticeCalendar preference the delay may or may not include days the library is closed based on the holiday calendar.

The Overdue notice/status triggers tool gives the librarian the power to send up to three notices to each patron type notifying them of overdue items

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  • التأخير هو عدد الأيام بعد العدد المقرر قبل أى عمل مسبب.

    • Important

      إذا كنت تريد كوها أن يبدأ عمل (إرسل رسالة أو منع عضوا), قيمة التأخير مطلوبة.

  • لإرسال ملاحظات إضافية، انقر على علامات التبويب للإشعارات 'الثانية' و'الثالثة'

  • اذا كنت ترغب بمنع مستفيد من استعارة المواد بسبب مواده المتأخرة؟ افحص مربع 'حصر'، هذا سيضع ملاحظة على سجل المستفيد عند الاستعارة يبلغ المكتبي بأن المستفيد لا يستطيع الاستعارة بسبب المواد المتأخرة.

    • If you choose to restrict a patron in this way you can also have Koha automatically remove that restriction with the AutoRemoveOverduesRestrictions preference.

  • Next you can choose the delivery method for the overdue notice. You can choose from Email, Phone (if you are using the iTiva Talking Tech service), Print and SMS (if you have set your SMSSendDriver).

Patron card creator

  • Get there: More > Tools > Patron card creator

The patron card creator allow you to use layouts and templates which you design to print your custom patron cards on your printer. Here are some of the features of the patron card creator module:

  • Customize patron card layouts with text retrieved from the Koha patron data

  • Design custom card templates for printed patron cards (to match the label sheets)

  • بناء وإدارة دفعات من بطاقات المستفيد

  • Export (as PDF) single or multiple batches to print

  • تصدير بطاقات المستفيد متعددة أو مفردة من ضمن الدفعة

الأشكال

  • Get there: More > Tools > Patron card creator > Manage > Layouts

التخطيط يحدد النص والصور التي ستتم طباعتها على البطاقة و سيتم تحديد أيضا المكان الذي ستظهر فيه.

Note

Up to three lines of text, the patron's number in barcode representation and up to two images can be printed on to the card.

Add a layout

If you have no layouts defined, you will add a new layout by clicking the 'New' button and choosing 'Layout'.

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You may also choose to press 'Manage layout' on the left side. Here you are offered a list of available layouts you can select for editing. But at the top of the page there is still the 'New layout' button.

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  • الاسم الذي عُيينَ للشكل هو لمصلحتك، فسمها بشيء يكون سهل التعرف في المستقبل

  • الوحدات المنسدلة تستخدم لتحديد نطاق القياس الذي تتجه لاستخادمه لأشكالك.

    Dropdown list of measurement units used in the patron card creator tool, PostScript Points, Agates, US Inches, SI Millimeters, and SI Centimeters

    • Note

      A Postscript Point is 1/72", an Adobe Agate is 1/64", an Inch is 25.4 SI Millimeters

  • Next, note if this layout is for the front or the back of the patron card

    • Note

      You will need a layout for both the front and back of your card if you have 2-sided library cards, this option doesn't allow you to print two sided cards, just lets you track which side of the card you're designing.

  • You have the option of adding up to 3 lines of text to your card. Your text can be static text of your choosing and/or fields from the patron record. If you want to print fields from the patron record you want to put the field names in brackets like so - <firstname>

  • عن كل سطر من النص، ويمكنك اختيار الخط الخاص بك، وحجم الخط ومكان وجود النص على البطاقة باستخدام X و Y أدنى تنسق

  • In order to show the barcode and the patron card number you will need to check the 'Print card number as barcode' option. This will turn the patron card number into a barcode. If you want the number to print in human readable format you will need to check the 'Print card number as text under barcode' option.

  • وأخيرا يمكنك اختيار ما يصل الى اثنين من الصور للطباعة على البطاقة.

    • One can be the patron image which you can resize to meet your needs.

    • The other image can be something like a library logo or symbol that you uploaded using the 'manage images' module of the patron card creator Tool.

    Important

    It is the designers responsibility to define textlines, barcode and images such that overlap is avoided.

After saving, your layouts will appear on the 'Manage layouts' page.

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القوالب

  • Get there: More > Tools > Patron card creator > Manage > Card templates

A template describes the arrangement of labels on the label sheet/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. All of the information you will need for setting up a template may be on the packaging, and if not it can usually be found on the vendor's website or can be measured from a sample sheet.

Add a template

To add a new template click on the 'New template' button at the top of your page which brings you to the Edit template form immediately. You may also choose to press 'Manage templates' on the left side. Here you are offered a list of available templates you can select for editing. But in the top of the page there is still the 'New template' button.

|image264|

Using the form that appears after pressing either 'Edit' or 'New template' you can define the template for your sheet of labels or cards.

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  • Template ID is simply a system generated unique id

  • Template code should be the name of this template to identify it on a list of templates

  • You can use the template description to add additional information about the template

  • الوحدات المنسدلة تستخدم لتحديد نطاق القياس الذي تتجه لاستخادمه لأشكالك.

    Dropdown list of measurement units used in the patron card creator tool, PostScript Points, Agates, US Inches, SI Millimeters, and SI Centimeters

    • Note

      A Postscript Point is 1/72", an Adobe Agate is 1/64", an Inch is 25.4 SI Millimeters

  • The measurements (page height, page width, card width, card height) may be on the packaging, and if not it can usually be found on the vendor's website or can be measured from a sample sheet.

  • الملف الشخصي هو مجموعة من "التعديلات" التي يتم تطبيقها على قالب معطى قبل الطبع مباشرة مما يعوض عن المفارقات الفريدة والغربية لطابعة معطاة ( التي يتم تعيين الملف لها)

    • قبل اختيار الشكل حاول طباعة عينات للبطاقة بحيث تمكنك بسهولة تحديد الوضع الصحيح للطباعة /قوالب المجموعة.

    • After finding and documenting any anomalies in the printed document, then you can create a profile and assign it to the template.

    • Important

      Do not specify a profile unless needed, i.e. do not click to define a printer profile. It is not possible to remove a profile from a template but you can switch to another profile.

    • Note

      If you are using different printers you may be required to define several templates that are identical only different profiles are specified.

After saving, your templates will appear on the 'Manage templates' page.

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الملفات

  • Get there: More > Tools > Patron card creator > Manage > Profiles

A profile is a set of "adjustments" applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer. This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each card, you need to set up a profile for each printer (or even different tray selections on the same printer) to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

اذا كانت بطاقاتك تُطبع بالطريقة التي تريدها تماماً، لن تحتاج لملف تعريف.

Add a profile

To add a new profile, you want to click on the 'Profiles' button at the top of your page and choose 'New profile'

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To add a new profile, you want to click on the 'New profile' button at the top of your page. Using the form that appears you can define the values to correct the card misalignment on your label sheet. You may also choose 'Manage profiles' on the left side and select one of the currently available profiles for editing.

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  • The Printer name and Paper bin do not have to match your printer exactly, they are for your reference so you can remember what printer you have set the profile for.

    • Note

      For example: if you want to use the Printer model number in printer name you can, or you can call it 'the printer on my desk'

  • Template will be filled in once you have chosen which template to apply the profile to on the template edit form

  • الوحدات المندسلة تستخدم لتحديد مقياس القياس وأنت تذهب إلى استخدام ملف التعريف الخاص بك.

    Dropdown list of measurement units used in the patron card creator tool, PostScript Points, Agates, US Inches, SI Millimeters, and SI Centimeters

    • Note

      A Postscript Point is 1/72", an Adobe Agate is 1/64", an Inch is 25.4 SI Millimeters

  • Offset should be used when the entire image is off center either vertically or horizontally. Creep describes a condition where the distance between the labels changes across the page or up and down the page

    • For offset and creep values, negative numbers move the printed information up and to the left on the printed sheet and positive numbers move down and to the right

    • Example: the text is printed 0 .25" from the left edge of the first label, 0 .28" from the left edge of the second label and 0 .31" from the left edge of the third label. This means the horizontal creep should be set to (minus) -0.03 " to make up for this difference.

After saving, your profiles will appear on the 'Manage printer profiles' page.

image271

عند حفظك لملفك الجديد ، بإمكانك أن تعود لقائمة القوالب ، وأن تختار لتعديل القالب الذي ينتمي له هذا الملف.

دفعات:

  • Get there: More > Tools > Patron card creator > Manage > Card batches

الكمية هي عبارة عن مجموعة من المستفيدين الذين تريد إنشاء بطاقات خاصة بهم

Add a batch

To add a new batch, you want to click on the 'New batches' button at the top of your page. Choosing the menu item 'Manage batches' on the left a list of already defined batches is displayed. In this display you can either select a batch for editing or add a new batch.

image272

For a new batch a message pops up and directs you to select patrons to be processed in this batch.

image1225

After choosing the 'Add patron(s)' button the Patron Search window pops up.

Pop up window for patron search

From here you can search for patrons to add to your batch by any part of their name, their category and/or library. Entering * in the search box will display all the patrons.

image1227

From the results you can add patrons to the batch by clicking the 'Add' button. After adding patrons from the results you can start over and perform another search or click 'Close' at the bottom of the screen to indicate that you are done. You will then be presented with your batch.

image1228 If you are satisfied with your batch you can proceed to export. If you want to correct or even delete that batch the buttons to do so can be found at the top of your screen. You can always come back here through the 'Manage > Card batches' button.

If you would like to export all patron cards you can click 'Export card batch' otherwise you can choose specific patrons to print cards for by checking the box to the right of their names and then choose 'Export selected card(s)' at the top.

The export menu will ask you to choose a template, a layout and starting position (where on the sheet should printing begin).

Note

For the starting position if the first 6 labels have already been used on your sheet you can start printing on label in position 7 on the sheet. The labels are numbered left to right from top to bottom.

image1229

Once you click 'Export' you will be presented with a PDF of your labels for printing

image1230

When you open the PDF you will see the cards for printing

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The above image shows a layout that is made up of two textlines. The first one is just plain text, the second one is composed of the <firstname> <surname> fields. A patron image is printed (if available) and the barcode of patrons number is displayed in code 39. All this is printed on a template with three columns and 8 rows using position 1-3 here. When printing this PDF please take care that your printer doesn't rescale the PDF (e.g do not fit to paper size) otherwise the printer will not be able to print to the right place per your templates.

Manage images

  • Get there: More > Tools > Patron card creator > Manage > Images

Images uploaded using this tool will appear on the menu when creating patron card layouts. You are limited in how many images you can upload (not counting patron images) by the ImageLimit system preference.

Important

يجب أن لا تتجاوز الصور 500 كيلو بايت

Note

معلومة: الصور التي يتم تحميلها بواسطة هذه الأداة يجب أن تكون على الأقل 300dpi وهو الحد الأدنى لجودة الصور القابلة للطبع.

في وسط الشاشة نموذج رفع بسيط ، ببساطة استعرض حاسبك للعثور على الملف ، واعطه اسماً لتنظمه لاحقاً.

image274

عندما يتم رفع الملف ، سيُعرض لك رسالة تأكيد.

image275

والصورة سيتم ادراجها مع كل صورك الأخرى على الجانب الأيسر من الصفحة.

image276

لحذف واحد أو العديد من هذه الصور، انقر فوق خانة الاختيار إلى يسار كل الصورة التي تريد حذفها وانقر على زر 'حذف'.

Batch patron deletion/anonymization

  • Get there: More > Tools > Patrons and circulation > Batch patron deletion/anonymization

هذه الأداة تسمح لك بتجاهل معظم تواريخ الإعارة بالجملة (وهذا يعني أنه يمكنك الاحتفاظ بتسجيلاتٍ عن عدد مرات إعارة المواد - ولكن ليس المستفيدين الذين استعاروا المواد) أو حذف معظم المستفيدين (إزالتهم من النظام تماما).

Important

Patrons with outstanding fines or items checked out are not saved. They are not completely removed from the system (they are only moved to the delete_borrowers table), but this tool does not provide as many checks as one may desire.

Important

هام: قبل استخدام هذه الأداة يوصى بوضع نسخة احتياطية من قاعدة بياناتك. التغييرات التي تجري هنا تكون دائمة.

Important

The anonymization will fail quietly if AnonymousPatron preference does not contain a valid value.

image277

لحذف أو تجاهل مستفيدين

  • Check the 'Verify' box on the task you would like to complete (delete or anonymize)

  • أدخل التاريخ قبل تعديل البيانات التي تريد

  • If deleting patrons you can also choose to find patrons who

    • have not borrowed since a specific date

    • have accounts that will expire before a specific date

    • are in a specific patron category

    • are in a patron list

  • اضغط 'جديد'

  • سيظهر لك سؤال تأكيدي لتأكد فيه أنه هذا ما تريد فعله حقا

    image278

  • بالنقر على 'الإنتهاء' سيتم حذف أو تجهيل بياناتك

    image279

تعديل المستفيد بالدفعة

  • Get there: More > Tools > Patrons and circulation > Batch patron modification

With this tool you can make edits to a batch of patron records. Simply load in a file of cardnumbers (one per line), choose from a list of patrons or scan patron card numbers in to the box provided.

image280

عندما يكون لديك ملف مُحمَّل أو مجموعة رموز باركود ممسوحة أُنقر على 'استمرار'. سيُعرض لك قائمة بالمستفيدين والتعديلات التي يمكنك تنفيذُها.

image281

على اليمين من كل صندوق نصي يوجد مربع اختيار. وبنقرك عليه ستمسح قيم الحقل.

Important

إذا ما كان الحقل إلزامياً فإنك لن تتمكن من مسح القيم فيه.

If you have multiple patron attributes you can change them all by using the '+ New' link to the right of the text box. This will allow you to add another attribute value.

image282

عندما تنتهي من إجراء التعديلات التي تريدُها ، بإمكانك النقر على 'حفظ' وسيعرض لكَ كوها تسجيلة المستفيد المُعدلَّة.

Batch extend due dates

  • Get there: More > Tools > Patrons and circulation > Batch extend due dates

This tool allows you to update due dates in bulk, this can be useful if a library needs to close unexpectedly and cannot accept returns.

Batch extend due dates selection page

  • You can filter the selection of checkouts based on patron category, library or a combination of both. You can select multiple options in the dropdown lists if needed.

  • Next, specify a date range for the current due date of the materials on loan. For example, you may want to extend the due dates for recent checkouts but exclude long overdue loans.

  • Choose to extend the due dates either to a new hard due date or by a number of days. Using the number of days option can prevent large numbers of loans being due on the same date.

  • You can choose whether to preview the results of your selections.

Batch extend due dates preview results page

  • If you preview the results you will see a table which shows you the current due date and the new due date so that you can check your selections. You can untick checkouts if they are incorrect or go back and change your selection.

  • Click on the Modify selected checkouts button to see a confirmation screen showing the checkouts that have been modified.

ملاحظة

Access to this tool requires the Tools permission batch_extend_due_dates.

Tag moderation

  • Get there: More > Tools > Patrons and circulation > Tags

Depending on your tagging system preferences, librarians may need to approve tags before they are published on the OPAC. This is done via the tag moderation tool. If there are tags awaiting moderation they will be listed on the main staff dashboard under the module labels:

image283

لإدارة الوسوم إذهب إلى أدوات الوسوم. عند زيارتك الأولى لهذا المكان ، سيُعرض لك قائمة من الوسوم التي تتطلب الموافقة أو الرفض من أمين المكتبة.

image284

  • لرؤية كل العناوين التي تمت إضافة هذه الوسيمة لها للنقر ببساطة على المصطلح

    image1230

    • لحذف وسيمة من عنوان محدد، قم ببساطة بالنقر على زر "حذف وسيمة" على يسار العنوان

  • يمكنك الموافقة على الوسوم بطريقتين إما أن تنقر على 'موافقة' في نفس السطر الذي أدرج فيه التعبير. أو حدد كل التعابير التي وافقت عليها ثم انقر على 'موافقة' أسفل الجدول.

  • To reject a tag, you can either click the 'Reject' button in line with the term, or check all terms you want to reject and click 'Reject' below the table.

بمجرد الموافقة أو رفض الوسيمة سيتم نقلها إلى قائمة الوسوم المناسبة. سوف يظهر ملخص بكل الوسوم في يسار الشاشة

image285

حتى لو تم رفض أو قبول الوسم، فإنه لا يزال أن تنقل الى قائمة أخرى.عند عرض قبول الوسوم لكل وسم كل من له الخيار للرفض:

image286

To check terms against the approved and rejected lists (and possibly against the dictionary you have assigned for tag moderation) simply enter the term into the search box on the bottom right of the screen to see the status of the term

image287

وأخيرا يمكنك اختيار ما يصل الى اثنين من الصور للطباعة على البطاقة.

image288

Upload patron images

  • Get there: More > Tools > Patrons and circulation > Upload patron images

Patron images can be uploaded in bulk if you are allowing patron images to be attached to patron records. These images can also be used when creating patron cards.

  • إنشاء ملف TXT والعنوان هو "DATALINK.TXT" أو "IDLINK.TXT"

  • في كل سطر في ملف النص أدخل رقم بطاقة المستفيد تليها فاصلة (أو علامة التبويب) ثم اسم ملف الصورة

    image289

    • تأكد من أن ملفك النصي نص بسيط وليس نصاً قابلاً للتنسيق.

  • قم بضغط الملف النصي وملفات الصور

  • Go to the Upload patron images tool

    image290

  • لصورة واحدة، ببساطة أشر إلى ملف الصورة و أدخل رقم بطاقة المستفيد

  • لصور متعددة، واختيار رفع ملف مضغوط

  • بعد الرفع ستظهر لك رسالة تأكيد

    image291

    Important

    هام: يوجد حد 520K لحجم الصورة المرفوعة ومن المفضل أن تكون الصورة بأبعاد 200x300 بكسيل ، ولكن الصور المشابهة ستعمل أيضاً.

Rotating collections

  • Get there: More > Tools > Catalog > Rotating collections

Rotating collections is a tool for managing collections of materials that frequently get shifted from library to library. It adds the ability to store not only an item's home library and current location but also information about where it is supposed to be transferred to next to ensure that all items in the collection are sent to the correct library. When an item in a rotating collection is checked in, library staff is notified that the item is part of a rotating collection and which branch it should be sent to if it is not at the correct one.

Important

The AutomaticItemReturn system preference must be set to "Don't automatically transfer items to their home library when they are returned" for rotating collections to function properly.

  • To create a new rotating collection, click the "New collection" button, fill in the title and description, and click "Submit". Once submitted you'll see "Collection name added successfully"; click "Return to rotating collections home" to return to the main Rotating collections management page (or click Rotating collections in the sidebar).

  • To add items to a collection, click "Actions" and choose "Add or remove items" next to the collection's name in the list of collections. Under "Add or remove items" scan or type in the barcode of the item you wish to add to the collection, and hit enter or click 'Submit' if necessary.

  • To remove an item from a collection, either click 'Remove' next to the item's barcode in the list of items within the collection or check the "Remove item from collection" box next to the Barcode text box under "Add or remove items", and scan or type in the barcode, clicking "Submit" or hitting Enter if necessary. Note: The "Remove item from collection" checkbox will remain checked as long as you are on the "Add or remove items" page, unless you uncheck it, to facilitate quickly removing a number of items at a time by scanning their barcodes.

Transfer a rotating collection

نقل مادة سوف:

  • قم بتغيير الموقع الحالي للمواد في تلك المجموعة إلى المكتبة التي سيتم نقلها إليها

  • بدء نقل من موقعه الأصلي الحالي / المكتبة المقتنية إلى الموقع الحالي/ المكتبة المقتنية ليتم نقله إليها. عند استلام مكتبة لمجموعة يجب عليها رد المواد كلها لاستكمال النقل.

يمكنك نقل المجموعة بإحدى طريقتين:

  • From the main Rotating collections page, click on "Actions" and choose "Transfer" next to the title of the collection you wish to transfer; choose the library you wish to transfer the collection to and click "Transfer collection".

  • Or, from the "add or remove items" page for a collection, you can click the "Transfer" button, choose the library you wish to transfer the collection to and click "Transfer Collection".

    Important

    من أجل استكمال عملية النقل، يجب على المكتبة المستقبلة للمجموعة المنقولة رد كل المواد من المجموعة كما استلمتها. سيقوم ذلك بمسح النقل لكي لا تظهر المواد بعد ذلك بأنها "في النقل"

إذا تم رد المادة المادة الموجودة في مجموعة منقولة في مكتبة أخرى غير المكتبة التي يفترض نقلها إليها، سيظهر إشعار لموظفي المكتبة بأن المادة جزء من مجموعة منقولة وكذلك إخبارهم بالمكان الذي يجب إرسالها إليه

image292

Additional tools

التقويم

  • Get there: More > Tools > Additional tools > Calendar

Libraries can define library closings and holidays to be used when calculating due dates. You can make use of the calendar by turning on the proper system preferences:

  • useDaysMode: Choose the method for calculating due date - either include days the library is closed in the calculation or don't include them

  • finescalendar: This will check the holiday calendar before charging fines

View of the calendar

Adding events

قبل إضافة الأحداث, واختيار المكتبة التي ترغب في تطبيق إغلاق لها. وعند إضافة الأحداث يطلب منك إذا كنت ترغب في تطبيق هذا الحدث لفرع واحد أو جميع الفروع. لإضافة الأحداث, ببساطة

  • انقر على التاريخ في النتيجة والذي ترغب في تطبيق الإغلاق فيه

    Add new holiday form

  • في النموذج الذي يظهر أعلى التقويم ، أدخل معلومات الإغلاق (لمزيد من المعلومات انقر على علامة الإستفهام [؟] على يمين الخيار)

    • سيتم ملأ المكتبة تلقائيا بناء على المكتبة التي تختارها من القائمة المنسدلة أعلى الصفحة

    • وسيتم أيضا المعلومات يوم ملئها تلقائيا استنادا إلى تاريخ النقر على التقويم

      • If this holiday extends on more than one day, enter the end date in 'To date'

    • In the 'title' enter the name of the holiday or the reason for the closing

    • In the 'description' enter more information about this holiday

    • ثم بعد ذلك يمكنك أن تختار إذا ما كان هذا الحدث هو حدث فردي يحدث مرة واحدة أو إذا ما كان متكرراً.

      • 'Holiday only on this day': this is a one day holiday

      • 'Holiday repeated every same day of the week': this is a weekly closing (if you're closed every Sunday, for example)

      • 'Holiday repeated yearly on the same date': this is an annual holiday closing (if you're closed on January 1st each year, for example)

      • 'Holiday on a range': this is a holiday that extends on several days

        Note

        Make sure to enter a 'To Date' at the top if you choose 'Holiday on a range'

      • 'Holiday repeated yearly on a range': this is a holiday that extends on several days each year (such as summer holidays for schools)

        Note

        Make sure to enter a 'To Date' at the top if you choose 'Holiday repeated yearly on a range'

    • أخيرا تقرير ما إذا كان ينبغي تطبيق هذا الحدث على جميع المكتبات أو على واحدة فقط قد قمت بتحديدها أصلاً

      • إذا ما فضّلتَ إدخال كل أيام العطل ومن ثمَّ نسخهم جميعاً إلى إحدى المكتبات الفرعية كلهم مرة واحدة ، فبإمكانك أن تستخدم قائمة النسخ أسفل التقويم

        Drop down menu of all libraries from which to choose to which library to copy the holidays

  • بعد الحفظ ستجد أن الحدث قد أُدرج في الملخص على يسار التقويم

    View of the calendar page showing the calendar and all the programmed holidays

Editing events

To edit events

  • انقر على المناسبة في النتيجة الذي تريد تغييره ( قم بذلك بالنقر على التاريخ في النتيجة، وليس الحدث المدرج في الملخص)

    Edit holiday form

  • من هذا النموذج يمكك أن تجري التعديلات على العطلة أو أن تحذف العطلة نهائياً . كلا الفعلين يتطلب منك ان تنقر على 'حفظ' قبل أن تاخذ التعديلات مفعولها.

    • من هذا النموذج يمكك أن تجري التعديلات على العطلة أو أن تحذف العطلة نهائياً . كلا الفعلين يتطلب منك ان تنقر على 'حفظ' قبل أن تاخذ التعديلات مفعولها.

  • النقر على أحداث قابلة للتكرار سيقدم لك قليلاً من من الخيارات المختلفة

    Edit holiday form with the option of generating exceptions for repeating holidays

    • In the form above you will note that there is now an option to 'Generate an exception for this repeated holiday' and 'Generate exceptions on a range of dates' choosing one of these options will allow you to make it so that this date is not closed even though the library is usually closed on this date.

    • من هذا النموذج يمكك أن تجري التعديلات على العطلة أو أن تحذف العطلة نهائياً . كلا الفعلين يتطلب منك ان تنقر على 'حفظ' قبل أن تاخذ التعديلات مفعولها.

Additional help

عند إضافة أو تحرير الأحداث يمكنك الحصول على مساعدة إضافية بالقنر على علامة الاستقهام إلى جانب العديد من الخيارات المختلفة في الصفحة.

Text under "Delete this holiday": "This will delete this holiday rule. If it is a repeatable holiday, this option checks for possible exceptions. If an exception exists, this option will remove the exception and set the date to a regular holiday."

CSV profiles

  • Get there: More > Tools > Additional tools > CSV profiles

CSV profiles are created to define how you would like your cart or list to export.

Add CSV profiles

To add a CSV profile

  • Click on 'New CSV profile'

    Add new CSV profile form

    • 'اسم الملف' سوف يظهر في التصدير من القائمة المندسلة عند اختيار 'تنزيل' من السلة أو القائمة

      View of the cart with the Download pull down menu open and "CSV - Record export" is selected

    • The 'Profile type' determines what type of fields you plan to use (MARC or SQL) to define your profile

      • If you choose MARC then you will need to enter MARC fields

        Add new CSV profile form filled with MARC information

      • If you choose SQL then you will need to enter SQL database fields

        Add new CSV profile form filled with SQL information

    • The 'Usage' field is used to indicate what type of report this CSV profile is used with

    • The 'Profile description' is for your own benefit, but will also appear in the OPAC when patrons download content, so make sure it's clear for your patrons as well

    • في 'الفاصل CSV' هو الحرف المستخدم لفصل القيم والمجموعات القيمة

      Note

      الخيار الأكثر شيوعاً هنا هو الفاصلة لأن معظم برامج جداول البيانات تعلم كيف تفتح الملفات المفصول بين بياناتها باستخدام الفاصلة.

    • 'فاصل الحقل' هو المحرف المستخدم لفصل حقول مكررة

      • مثال: قد تمتلك عدة حقول 650 وهذا هو المحرف الذي سيظهر بين كل حقل منهم في العامود

        CSV file opened in a spreadsheet software where we can see the pipes separating subject headings when there are more than one

    • 'فاصل الحقل الفرعي' هو المحرف المستخدم لفصل الحقول الفرعية المكررة

      • على سبيل المثال: قد يكون لديك عدة حقول فرعية $ في حقل

    • 'الترميز' حقل يتيح لك تحديد الترميز المستخدم عند حفظ الملف

    • The 'Only available on the staff interface' checkbox (only for MARC profile types) lets you limit this CSV profile to staff interface only, meaning patrons will not be able to use this profile to export their cart or lists from the OPAC

    • Finally format your CSV file using the 'Profile MARC fields' or 'Profile SQL fields' box

      • Define which fields or subfields you want to export, separated by pipes. Example : 200|210$a|301 for MARC or biblio.title|biblio.author for SQL

      • Note

        You can also use your own headers (instead of the ones from Koha) by prefixing the field number with a header, followed by the equal sign. Example: Personal name=100|title=245$a|300

When you have entered in all of the information for your profile, simply click 'Submit' and you will be presented with a confirmation that your profile has been saved.

Blue box with the confirmation message "CSV profile added successfully."

Modify CSV profiles

Once you have created at least one CSV profile an 'Edit profile' tab will appear next to the 'New profile' button.

image381

  • اختيار الملف الذي تريد تعديل وتغيير الحقول الضرورية.

  • بعد إرسالك للتغيرات ستتلقى رسالة تأكيد في أعلى الشاشة

    image382

  • لحذف ملف التعريف، التحقق من خيار'حذف ملف التعريف' قبل النقر على 'إرسال الاستعلام'

    image383

Using CSV profiles

Your CSV profiles will appear on the export list or cart menu under the 'Download' button in both the staff client and the OPAC

image384

Log viewer

  • Get there: More > Tools > Additional tools > Log viewer

Actions within the Koha system are tracked in log files. Your system preferences can be changed to prevent the logging of different actions. These logs can be viewed using the log viewer.

Screenshot of the log viewer tool

ملاحظة

The warning sign next to a module name indicates that the actions in this module are not logged. Change your logs preferences to log actions from a module.

واختيار مجموعات مختلفة من خيارات القائمة سينتج ملف السجل لهذا الاستعلام.

A query for all logs related to the Circulation module produces a result

Log viewer results table

ملاحظة

You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: logst).

أخبار

  • Get there: More > Tools > Additional tools > News

وحدة أخبار كوها تسمح لأمناء المكتبات أن ينشروا الأخبار في الأوباك، وواجهة الموظفين وقسائم الإعارة.

News tool main page

To add news to either the OPAC, the staff interface or a circulation receipt:

  • Click 'New entry'

    New news entry form

    • Code: enter a unique code for this news item

    • Display location: choose where to put the news

      Drop-down menu of display locations for news

      • Librarian and OPAC interfaces: content will appear on the staff interface main page as well as in the news block on the OPAC

      • Librarian interface: content will appear on the staff interface main page

        News blocks on the staff interface's main page

      • OPAC: content will appear in the top middle part of the OPAC page

        • Below the news in the OPAC there will be an RSS icon allowing you and your users to subscribe to library news

          View of a news item on the OPAC with an RSS icon next to the text 'RSS feed for system-wide library news'

        • You can allow your users to choose to see branch-specific news with the OpacNewsLibrarySelect system preference

      • Slip: content will appear on the circulation receipts

        Issue slip with news at the bottom

        ملاحظة

        This can be activated or deactivated in the Notices & slips tool

    • Library: choose the library for which this news item will be shown

      • Prior to end users logging in to the OPAC only new items listed to appear for 'All libraries' will display unless your system administrator has configured an 'OPAC_BRANCH_DEFAULT' override in virtual host configuration. See installation for details.

    • Publication date: use the publication date field to control from which date your news item appears

      • Examples: (these assume today's date as 7 May 2019)

        • Publish on current date: set publication date as 7 May 2019

        • Schedule for publishing in future: set date later than 7 May 2019

        • Backdate the news item: set date earlier than 7 May 2019

    • Expiration date: use the expiration date field to automatically stop showing the news item when it is no longer relevant.

      • If this field is empty the news item will be shown until you remove it manually

    • Appear in position: you decide in what order your news items appear

      • If the field is left empty, the news will appear from newest to oldest

      • In this field, 0 is the top-most position; the larger the number, the lower in the list the news will appear

    • You can enter the news title and text for each language installed

ملاحظة

You can choose which type of editor to use here (either a text editor or a WYSIWYG (what you see is what you get) editor) with the AdditionalContentsEditor system preference.

  • بعد ملئ كل الحقول, اضغط على 'أرسل'

Depending on your choice for the NewsAuthorDisplay system preference, you will also see the person who created the news item (this uses the logged in person).

HTML customizations

  • Get there: More > Tools > Additional tools > HTML customizations

Koha's HTML customizations tool allows staff to post content to the OPAC.

Additional content / HTML customizations main page

To add content to the OPAC:

  • Click 'New entry'

    New additional content entry form

    • Code: enter a unique code for this additional content item

    • Display location: choose where to put the content

      Drop-down menu of display locations for additional content

      The following image shows where each block is displayed on the OPAC's main page

      View of the main page of the OPAC with each customizable section highlighted

      ملاحظة

      OpacNav and OpacNavBottom are system preferences and the Quote of the day feature is found in the tools module. The rest of the customizable blocks are managed in the HTML customizations tool.

      • OpacNavRight: content will appear on the right side of the OPAC page

      • opacheader: content will appear at the top of the OPAC page

      • OpacCustomSearch: content will replace the simple search bar at the top of the page

      • OpacMainUserBlock: content will appear in the middle of the OPAC's main page

      • opaccredits: content will appear at the bottom of the page

      • OpacLoginInstructions: content will appear under the login box on the OPAC's main page

      • OpacSuggestionInstructions: content will replace the text at the top of the purchase suggestion form on the OPAC

      • ArticleRequestsDisclaimerText: content will appear and patron will have to accept before they can continue to the article request form; use for any copyright/disclaimer patrons need to be aware of regarding photocopies or scans of articles or chapters

    • Library: choose the library for which this content will be shown

      • Prior to end users logging in to the OPAC only content blocks listed to appear for 'All libraries' will display unless your system administrator has configured an 'OPAC_BRANCH_DEFAULT' override in virtual host configuration.

    • Publication date: use the publication date field to control from which date your content appears

      • Examples: (these assume today's date as 7 May 2019)

        • Publish on current date: set publication date as 7 May 2019

        • Schedule for publishing in future: set date later than 7 May 2019

        • Backdate the news item: set date earlier than 7 May 2019

    • Expiration date: use the expiration date field to automatically stop showing the content when it is no longer relevant.

      • If this field is empty the content will be shown until you remove it manually

    • Appear in position: you decide in what order your content appear, when there is more than one in the same display location

      • If the field is left empty, the content will appear from oldest to newest

      • In this field, 0 is the top-most position; the larger the number, the lower in the list the content will appear

    • You can enter the content title and text for each language installed

      ملاحظة

      The title is not shown for additional content. It mostly serves to know at a glance what the content is about when looking at the list of additional content items. If you want a title to appear, you must add it in the text portion.

ملاحظة

You can choose which type of editor to use here (either a text editor or a WYSIWYG (what you see is what you get) editor) with the AdditionalContentsEditor system preference.

  • بعد ملئ كل الحقول, اضغط على 'أرسل'

Pages

  • Get there: More > Tools > Additional tools > Pages

The pages tool is a tool to create custom additional pages in the OPAC and in the staff interface. It is based on the same tool as the news and the HTML customizations, therefore it works in the same way.

Pages tool main page, with table of current pages

To add a new page:

  • Click 'New entry'

    New page entry form

    • Display location: choose the interface from which this page should be accessed

      • Librarian and OPAC interfaces: two links will be created, one for the OPAC and one for the staff interface

      • Librarian interface: a link for the staff interface will be created

      • OPAC: a link for the OPAC will be created

    • Library: choose the library for which this page will be available

      • If an OPAC page is limited to a library, only logged in users whose home library matches the page library will be able to access the page.

      • Pages limited to a library will not be accessible to OPAC users who are not logged in, unless your system administrator has configured an 'OPAC_BRANCH_DEFAULT' override in virtual host configuration.

      • If a staff interface page is limited to a library, only staff logged into that library will be able to access the page.

    • Publication date: use the publication date field to control from which date your page is accessible, if it should only be accessed at a future date.

    • Expiration date: use the expiration date field to remove the page after a specific date.

      • If this field is empty the page will be available until you remove it manually

    • Appear in position: this field does not affect pages, it is only used by other additional content

    • You can enter the page title and content for each language installed

ملاحظة

You can choose which type of editor to use here (either a text editor or a WYSIWYG (what you see is what you get) editor) with the AdditionalContentsEditor system preference.

  • بعد ملئ كل الحقول, اضغط على 'أرسل'

  • In the table, a link will be generated for the OPAC or the staff interface or both. Use this link in HTML customizations, news or system preferences such as IntranetNav or IntranetmainUserBlock so that the patrons or staff members can access the new page.

Task scheduler

  • Get there: More > Tools > Additional tools > Task scheduler

المهام المجدولة هي طريقة لجدولة التقارير للتشغيل وقتما تشاء

To schedule a task, visit the task scheduler and fill in the form

image392

  • وقت الخادم الحالي يظهرعلى الخادم الخاص بك (جدولة كافة التقارير الخاصة بك لتشغيل على أساس ذلك الوقت - وليس في التوقيت المحلي الخاص بك)

  • يجب إدخال الوقت مثل HH: MM (2ساعة أرقام، أرقام 2 دقيقة)

  • يجب إدخال التاريخ باستخدام التقويم المنبثق

  • From Report choose the report you want to schedule

  • اختيار ما إذا كان الحصول على نص أو ربط النتائج

  • في حقل البريد الالكتروني أدخل البريد الالكتروني للشخص الذي تُريد أن يصله تقريرك

أدنى صفحة مجدول المهام، يوجد قائمة بالتقارير المجدولة

image393

يمكنك أيضا جدولة التقارير مباشرة من قاشمة التقارير المحفوظة عن طريق النقر على رابط "جدول"

image394

أستكشاف الخطأ و إصلاحه

مجدول المهام لن يعمل إذا كان مستخدم خادم الويب ليس له الصلاحية في استخدامه. لمعرفة ما إذا كان المستخدم لديه الصلاحية اللازمة، تفحص /etc/at.allow لمعرفة المستخدمين الموجودين. إذا كنت لا تملك ذالك الملف، تفحص etc/at.deny. إذا كان ملف etc/at.deny موجود لكنه فارغ، في هذه الحالة يمكن لأي مستفيد استخدامه. تحدث مع مدير نظامك لإضافة المستفيد في المكان الصحيح وذلك لجعل مجدول المهام يعمل

Edit quotes for QOTD feature

  • Get there: More > Tools > Additional Tools > Edit quotes for QOTD feature

This tool will allow you to add and edit quotes to show on the OPAC or the staff interface.

Main page of the quote of the day editor

To turn this feature on set the QuoteOfTheDay system preference to either 'OPAC', 'staff interface', or both, and add at least one quote using this tool.

In the OPAC, the quotes will appear above the 'OpacMainUserBlock' news block.

View of the main page of the OPAC, customized, and with each section highlighted and labeled

In the staff interface, the quotes will appear under the news on the left side.

A quote of the day block under the news blocks on the main page of the staff interface

Add a quote

لإضافة إقتباس:

  • Click the 'New quote' button in the toolbar.

    New quote and import quotes buttons

  • Fill out the form.

    New quote form

    • Source: enter the source of the quote, e.g. the name of the person who said the quote

    • Text: enter the text of the quote

    تحذير

    يجب ملؤ "المصدر" و "النص" لحفظ الإقتباس الجديد.

  • Click 'Submit' to save the new quote.

  • The new quote should now be visible in the list.

Import quotes

You can import a batch of quotes as a CSV file. Your file must contain two columns in the form: "source","text" with no header row.

ملاحظة

ستتم مطالبتك لتأكيد رفع الملفات التي حجمها أكبر من 512KB.

  • للبدء في عملية الإستيراد إنقر على زر 'إستيراد الإقتباسات' الموجود في أعلى الشاشة

    New quote and import quotes buttons

  • عندما تظهر لك نافذة إستيراد الإقتباسات سيكون بإمكانك إستعراض جهاز الحاسوب لتصل للملف الذي ترغب بإستيراده

    Quote uploader screen

  • بعد تحديد ملف CVS ، انقر على الزر 'فتح' وسيتم رفع الملف إلى جدول تحرير مؤقت.

    A list of imported quotes in a table

  • From the listing you can edit either the 'Source' or 'Text' fields by clicking on the desired field. When you are finished editing a field, press the <Enter> key on your keyboard to save the changes.

    Clicking in the table on the source or the text of a quote will open a editable field

  • عندما ترضى عن الإقتباسات، أنقر على زر 'حفظ الإقتباسات' في شريط الأدوات ، وسيتم حفظ الإقتباسات.

    Save quotes and cancel import buttons

Edit a quote

To edit a quote, click on the 'Edit' button to the right of the quote.

Main page of the quote of the day editor

Edit either the 'Source' or 'Text' fields.

Click 'Submit' to save the quote.

Delete a quote

To delete a quote, click on the 'Delete' button to the right of the quote.

Main page of the quote of the day editor

Confirm the deletion by clicking 'Delete'.

Quote deletion confirmation modal

رفع

  • Get there: More > Tools > Additional Tools > Upload

This tool will allow you to upload files to your Koha system for selection from the Cataloging form.

Upload files

When you first visit the Upload tool you might see a warning about missing a category.

image1242

Categories are defined in the authorized value in the UPLOAD category. If you do not have upload categories then your files will be temporary and will be deleted the next time the server is rebooted. Once you have a value in the UPLOAD authorized value category you will see a Category pull down below the 'Browse' button.

image1243

Browse your computer a file, choose a category and decide if the public will be able to download this file via the OPAC. Once your file is uploaded you will be presented with a confirmation.

image1244

Search files

All uploaded files are searchable from below the upload form. Using the form you can search any part of the filename and/or the Hashvalue.Search uploaded files

You will be presented with the results of your search.

image1245

Access files

  • Get there: More > Tools > Additional Tools > Access files

This option allows access to files stored on the server from the staff interface. The directories where the files are stored need to be defined in the koha-conf.xml file. In order to be able to access the tool, a staff patron requires the superlibrarian or access_files patron permission

image1340

OPAC problem reports

  • Get there: More > Tools > Additional tools > OPAC problem reports

This tool is used to manage the problem reports sent by patrons via the OPAC.

Note

This tool only appears if you have enabled the OPACReportProblem system preference.

From this tool, you will see all the problems that were reported by patrons on the OPAC.

Table of problem reports submitted by patrons

From the 'Actions' column, you can

  • 'Mark viewed': mark this problem report as viewed, this will change the status of the problem report to 'Viewed'

  • 'Mark closed': close this problem report, this will change the status of the problem report to 'Closed'

  • 'Mark new': mark this problem as new (i.e. not viewed), this will revert the status back to 'New'.

You can also batch change statuses by checking the boxes next to the problem reports you want to change and use the button at the top of the page.

Cash management

Koha includes a number of options for dealing with monetary transactions and actions to allow for fine grained tracking of these processes for audit and analytic processes.

Cash registers

Cash registers can be used to track transactions to a specific location in your library. This can be especially helpful for detailing where cash has been taken for payments and then when this cash is subsequently removed and taken to the bank.

Setup

To enable the use of cash registers, you must turn on the UseCashRegisters system preference.

You can then configure cash registers for your library from the cash registers page in the administration module.

Cashup

The action of 'cashing up' can be recorded against a cash register from both the library details and register details pages.

Clicking the Record cashup button will simply record the date and time that the action has taken place and is intended to allow the regular record of when money is collected from the cash register and taken to the bank.

Both of the above pages utilize the cashup record to limit the display of transactions/summaries to only pertinent information, since the last cashup.

Once a cashup has taken place, a summary of the transactions taken during that cashup period is available for display, and printing, via the Summary link found next to the last cashup date on the register details page.

A cashup summary view modal

Cash summary for library

  • Get there: Home > Tools > Cash summary for library

A summary of transaction amounts associated to a libraries cash registers can be found under the 'Cash summary for library' page tool.

The summary will list registers associated with your logged in branch alongside information about how much money should be found in each register, what is available to take to the bank and a breakdown of income vs outgoings.

Note: You can also access this page from the left hand menu available on the Point of sale page when that module is enabled.

Transaction history for register

  • Get there: Home > Tools > Cash management > Transaction history for register

A list of all transactions to have taken place at a register is available by clicking on the cash register name from the library details page.

If you have the correct permissions, you can re-print receipts, issue refunds and record cashups from this page.

Note: You can also access this page from the left hand menu available on the Point of sale page when that module is enabled.