Katalogizace

Before you start cataloging in Koha you’re going to want to do some basic setup. Refer to the Implementation checklist for a full list of these things. Most importantly you’re going to want to make sure that your MARC bibliographic frameworks are all defined the way you want. Once in the cataloging module you will not be able to add or remove fields and subfields so your frameworks must be ready before you start cataloging.

You can also use OCLC Connexion to send records directly in to Koha. For more information on that please review the OCLC Connexion Gateway setup Appendix.

  • Get there: More > Cataloging

Bibliographic records

In Koha the bibliographic record contains the main information related to the material. This includes things like the title, author, ISBN, etc. This information is stored in Koha in Marc (different flavors of Marc are supported in Koha). Once this information is saved, item records can be attached.

Adding records

Records can be added to Koha via original or copy cataloging. You can also choose to use the basic or advanced cataloging interface for all of your work.

If you would like to catalog a record using a blank template in the basic editor

  • Click ‚New record‘

    Poznámka

    The ‚New record‘ button will open the default bibliographic framework. If you want to use a different framework, click the small arrow to the right of the ‚New record‘ button and choose the framework.

    A choice of bibliographic frameworks opens when the arrow next to the 'New record' button is clicked

    Poznámka

    You can create or modify frameworks in the Administration module.

If you would like to catalog a record using a blank template in the advanced editor

If you want to catalog a record based on an existing record at another library in the basic or advanced editor

  • Click ‚New from Z39.50/SRU‘

  • Click on the arrow to pre-select a framework for your imported your catalog record (the Default framework is used if you do not make a selection).

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    • Hledat položku, kterou byste rádi katalogizovali

    Poznámka

    Pokud nejsou nalezeny žádné výsledky, zkuste hledat s méně poli, ne všechny Z39.50 cíle jsou schopny hledat ve všech polích výše uvedených.

  • Search targets can be altered by using the Z39.50 admin area.

  • The display of extra MARC fields and subfields can be configured via the AdditionalFieldsInZ3950ResultSearch preference.

  • From the results‘ ‚Actions‘ button you can view the MARC or Card view for the record or choose to import it into Koha.

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    Poznámka

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

    • Pokud nelalézáte titul, který potřebujete vyhledat pomocí Z39.50, můžete kliknout na tlačítko „Zkuste nové hledání“ v levém dolním rohu z vašich výsledků

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Basic editor cataloging

In the basic editor once you’ve opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging

Basic cataloging form

  • If you would rather not see the MARC tag numbers you can change the value in your hide_marc system preference or each user can check the box next to ‚Show tags‘ found under ‚Settings‘.

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  • Chcete-li rozbalit sbalené tagy, klikněte na tag popis

  • To get help from the Library of Congress on a MARC tag click the question mark (?) to the right of each field number

    • It is possible to change the source of the MARC documentation using the MARCFieldDocURL system preference

    • If you feel that this clutters the screen you can hide the question marks by unchecking the box next to the ‚Show MARC tag documentation links‘ note found under ‚Settings‘

  • Sometimes fields may not be editable due to the value in your BiblioAddsAuthorities system preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field.

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    • Pokud se tato ikona objeví, musíte kliknout na ikonu vpravo od pole vyhledání existující autority

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    • V seznamu výsledků klikněte na ‚Vybrat autoritu‘ pro přenos do katalogizačního záznamu.

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  • K vytvoření opakování tohoto pole klikněte na ikonku „Opakovat tento tag“ vpravo od názvu tagu

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    • Chcete-li přesunout podpole ve správném pořadí, klepněte na šipku nahoru na levé straně pole

    • Chcete-li duplikovat podpole, klikněte na klonovací ikonu (odstranit kopírované pole, klepněte na tlačítko Odstranit ikonu klonu) vpravo od pole

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    • Chcete-li odstranit podpole (pokud existuje více než jedno stejného typu), klepněte na znaménko mínus (-) na pravé straně pole

  • To use a plugin click on the icon to the right of the field

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    • Některá pole pevné délky mají editory, které se mění v závislosti na druhu materiálu který katalogizujete (například pole 006 a 008)

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  • Až budete hotovi, klikněte na tlačítko „Uložit“ v horní části a vyberte, zda chcete uložit a zobrazit bibliografický záznam, který jste vytvořili nebo pokračovat v přidávání/editaci jednotek připojených k záznamu

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    • Výběrem ‚Uložit a zobrazit záznam‘ budete přesměrování přímo k právě vytvořenému katalogizovanému záznamu.

    • Výběrem ‚Uložit a upravit položky‘ budete přesměrováni k formuláři pro přidání/úpravu položky poté, co uložíte bibliografický záznam

    • Výběrem ‚Uložit a pokračovat v úpravách‘ vám umožní uložit vaši práci a zároveň zůstanete v editoru, abyste mohli pokračovat v práci

  • Pokud se chystáte přidat duplicitní záznam do systému budete varováni před uložením

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    Poznámka

    To find possible duplicates, the system searches for the ISBN, and if there is not ISBN, it searches for the same combination of title and author.

  • If mandatory or important fields or subfields are not filled, the system will give a warning. Click ‚Go to field‘ to go to the problematic field and correct it.

    Warnings about mandatory or important fields or subfields that aren't filled

    If you scrolled down and need to see the warning again, click the ‚Errors‘ button at the right of the toolbar.

    Toolbar at the top of the cataloging form, the buttons are Save (with down arrow for more save options), Z39.50/SRU search, Link authorities automatically, Settings, Cancel and Errors. Also shown are the tabs of the form, tab 2 is selected and the field numbers in that tab are also displayed.

    Poznámka

    Important fields or subfields will not prevent from saving the record.

    Only mandatory fields or subfields will block saving.

Advanced editor cataloging

In order to use the Advanced cataloging editor you need to enable the EnableAdvancedCatalogingEditor preference.

Poznámka

This feature does not currently include any support for UNIMARC or NORMARC fixed fields.

In the advanced editor once you’ve opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging

Seznam skupin

Using the search box on the left you can perform Z39.50 searches

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And from those Z39.50 results you can view the marc record by clicking the link to the right

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Kliknutím na tlačítko ‚Import‘ přenesete záznam do editoru, kde můžete provádět úpravy

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Poznámka

Při přidávání nového pole do pokročilého editoru potřebujete zadat podtržítka pro prázdný indikátor a obklopit indikátory mezerami.

Poznámka

Potřebujete mít místo před oddělovačem prvního podpole, ale nikoliv před nebo po jiných oddělovačích podpolí v záznamu.

At the bottom of the editor you will see help from the Library of Congress for the field you are on. In cases where your MARC is invalid you will see red highlighting. To edit the record using only keyboard functions the Keyboard shortcuts button will inform you of the necessary commands.

A clipboard is available to copy and paste text between fields. See the image and table below for the shortcuts used with the clipboard.

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Advanced cataloging keyboard shortcuts

The following keyboard shortcuts can be used in the advanced cataloging module to save time and clicking.

Zkratka

Chování

Ctrl-C

Copy current field

Shift-Ctrl-C

Copy current subfield

Ctrl-X

Delete current field and copy to ‚clipboard‘

Shift-Ctrl-X

Delete current subfield and copy to ‚clipboard‘

Alt-C

Insert copyright symbol (©)

Alt-P

Insert copyright symbol (℗) (sound recordings)

Ctrl-D

Vložit oddělovač (‡)

Ctrl-I

Copy current field on next line

Shift-Enter

Vložit konec řádku

Shift-Ctrl-L

Link field to authorities

Enter

Nové pole na dalším řádku

Tab

Posun na daší pozici

Ctrl-P

Paste selection from ‚clipboard‘

Shift-Tab

Posun na předchozí pozici

Ctrl-H

Nápověda pro aktuální podpole

Shift-Ctrl-K

Toggle Keyboard

Ctrl-S

Save record (cannot be remapped)

Advanced cataloging virtual keyboard

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A virtual keyboard is available for adding diacritics and symbols. Use the shortcut Shift-Ctrl-K to display the keyboard. A ‚Keyboard layouts‘ button will display at the top of the advanced editor that allows you to set the virtual keyboard layout for different languages.

Macros in advanced cataloging

To record a new macro:

  • Select the „Macros…“ button

  • A window will pop up. In this window, select „New macro…,“ key the new macro’s name in the pop-up box and select OK.

  • Now click to the right of the little number 1, and key the first line of your macro. For a multi-line, i.e., multi-field macro, hit the return key so that a little number 2 appears, and key the second line/field, etc.

  • Your macros will be automatically saved. When finished you can select the „x“ to close the window, or select a macro to run on the record that you’re editing, or select another macro to run.

To edit an existing macro:

  • Select the „Macros…“ button

  • A window will pop up. In this window, select the macro that you wish to edit & make your changes.

  • Your work will automatically be saved, and when finished you can select the „x“ to close the window, or select a macro to run on the record that you’re editing, or select another macro to run.

The basic syntax of the macro language:

  • new 500=‡aEdited with Rancor

    • Creates a new 500 with a ‡a subfield and sets it to „Edited with Rancor“.

  • 245c= by J.K. Rowling.

    • Sets the first ‡c subfield of the first 245 tag in the record to “ by J.K. Rowling“, creating it if necessary.

  • 082a={084a}

    • Sets the ‡a subfield of the first 082 tag (creating the subfield if necessary) to the contents of the first 084‡a.

  • indicators=_1

    • Sets the indicators of the last mentioned tag (in this case, 082) to „_“ and „1“.

  • new 090a=Z674.75.W67

    • Creates a new ‡a subfield on the first 090 (but only if that field already exists) and sets it to Z674.75.W67.

  • new 090a at end=Z674.75.W67

    • Same as above.

  • new 245b after a= a tale of might and magic /

    • Creates a new ‡b after the first a subfield and sets it to “ a tale of might and magic /“.

  • delete 245b

    • Deletes the first ‡b subfield on the first 245 to ‡b

Importing records

It is possible to import both bibliographic and authority MARC record files in Koha. The files to import can be either in MARC or MARCXML format.

Importing records into Koha includes two steps.

  1. The first is to stage records for import, which prepares the records, and imports them in the reservoir.

  2. The second step is to import the prepared, or „staged“, files from the reservoir into the catalog.

Staging records for import

  • Get there: More > Cataloging > Import > Stage records for import

  • First, find the MARC file on your computer

    The first section of the record staging tool, upload a file to stage

  • Next, you will be presented with options for record matching and item

    imports

    The various settings of the record staging tool

    • Pre-fill values with profile: if you already have staging profiles set up, you can choose the appropriate profile from the dropdown list

      • Profiles are used to pre-fill the rest of the staging settings form.

      • You can create a profile by choosing the various settings in the sections below and enter a profile name at the end of the form. Next time you stage records, the profile will be available.

    • Comments about this file: enter comments to identify your upload when going to the ‚Manage staged records‘ tool

    • Record type: choose which type of records are in this file, bibliographic or authority

      Record type dropdown list: Bibliographic or Authority

    • Character encoding: choose the character encoding of your file

      Dropdown list of available encoding schemes: UTF-8 is the default, MARC8, ISO 5426, ISO 6937, ISO 8859-1, or EUC-KR

    • Format: choose the MARC format of your file

      Dropdown list of available formats: MARC or MARCXML

    • Modify record using a MARC modification template: choose if you would like to use a MARC modification template to alter the data you’re about to import

      Dropdown list of available MARC modification templates

    • Choose whether or not you want to look for matching records

      The 'Look for existing records in catalog' section of the record staging form

    • Record matching rule: choose which rules to use to check your catalog if these records already exist.

      Dropdown list of available matching rules

      Poznámka

      You can set up record matching rules in the administration area

      Poznámka

      When using the ISBN matching rule Koha will find only exact matches. If you find that the ISBN match is not working to your satisfaction you can change the AggressiveMatchOnISBN preference to ‚Do‘ and then run your import again.

      • Action if matching record found: choose what to do with matching records if they are found

        • Replace existing record with incoming record: choose this if you are importing more complete records than the ones you currently have, or if you made some changes using an external tool (MarcEdit for example)

        • Add incoming record: this will keep the existing record and add the incoming record, so you may end up with duplicates

        • Ignore incoming record (its items may still be processed): choose this if you do not want to replace existing records

      • Action if no match is found: choose what to do with records that are unique

        • Add incoming record: choose this if you wish to import records that are not already in your catalog (new titles for example)

        • Ignore incoming record: choose this if you don’t want to import records that are not already in your catalogue (for example, if you’re only replacing existing records and don’t want to add anything)

    • Check for embedded item record data?: choose whether or not to import the item data (field 952) found in the MARC records (if the file you’re loading is a bibliographic file)

      Dropdown list of available options for importing items

      • Always add items: always add items regardless of matching status

      • Add items only if matching bib was found: this will only add items to existing records in your catalog

      • Add items only if no matching bib was found: this will only add items to the new records you’re importing, not the ones that already exist

      • Replace items if a matching bib was found: the match will look at the itemnumbers and barcodes to match on for items and will only replace existing items.

        Poznámka

        Itemnumbers take precedence over barcodes

      • Ignore items: this will not add any items

    • Save profile: you can choose to save the chosen settings under a profile to use again later

      Save profile section of the record staging tool

  • Click ‚Stage for import‘

  • The record staging will be treated as a background job. A progress bar will let you know how the job is progressing.

    Message saying the record staging job has been enqueued, with a link to see the job

  • Click ‚View detail of the enqueued job‘ to see the summary of the staging

  • You will be presented with a confirmation of your MARC import

    Details of record staging background job

    • Number of records in file

    • Number of records with MARC errors

    • Number of records staged

    • Number of records matching existing records in the catalog

    • Number of items staged

  • To complete the process, continue to the Manage staged records tool by clicking on the ‚View batch‘ link.

Managing staged records

  • Get there: More > Cataloging > Import > Manage staged records

Once you have staged your records for import you can complete the import using this tool.

Table of staged files

  • From the list of staged files, click on the file name that you want to finish importing

  • Note that records that have already been imported will say so under ‚Status‘

    Poznámka

    If you’re coming directly from the Stage records for import tool you will not see this list of staged files, you will be taken automatically to the right file summary

  • A summary of your staged file will appear along with the option to change your matching rules

    Options selected when staging the file

  • Below the summary is the option to import the batch of records using a specific framework

    Dropdown list of MARC bibliographic frameworks

    • Choosing a framework other than ‚Default‘ isn’t necessary, but it’s helpful for running reports.

  • Below the framework selection there will be a list of the records that will be imported

    List of staged records

    • Review your summary before completing your import to make sure that your matching rule worked and that the records appear as you expect them to

    • Matches will appear with info under the ‚Match details‘ column

      The matching record is linked under match details and a comparison of the two records is available under diff

      and when clicking the ‚View‘ link under ‚Diff‘ you can see the difference between versions.

      A comparison of matching records

      For each match, you can choose to ignore the match by selecting the ‚Ignore matches‘ radio button. If more than one matching record was found, they will all be listed and you can choose with which to match your incoming record.

      A staged record with two matches, each has it's radio button and it's diff view link

      If ‚Ignore matches‘ is selected, the action chosen in ‚Action if no match is found‘ from the staging step will be applied.

      Poznámka

      Here are the different behaviors depending on the ‚Action if matching record found‘ choice from the staging step and if a match is selected or if ‚Ignore matches‘ is selected.

      Action if matching record found

      Match selected

      ‚Ignore matches‘ selected

      Replace existing record with incoming record

      Incoming record replaces selected matching record

      ‚Action if no match is found‘ is applied

      Add incoming record

      Incoming record is added

      Incoming record is added

      Ignore incoming record

      Incoming record is ignored

      ‚Action if no match is found‘ is applied

  • Click ‚Import this batch into the catalog‘ to complete the import

  • The record importation will be treated as a background job.

    Message saying the record importation job has been enqueued, with a link to see the job

  • You will be presented with a confirmation of your MARC import

    Details of record staging background job

    • Number of records added: new records added

    • Number of records updated: existing records replaced with the incoming ones

    • Number of records ignored: records that were ignored due to the matching rule

    • Number of items added: new items added

    • Number of items replaced: existing items updated with the incoming ones

    • Number of items ignored because of duplicate barcode: items that were ignored because the barcode already exists in the database

  • Once your import is complete a link to the new records will appear to the right of each title that was imported

  • You can undo your import by clicking the ‚Undo import into catalog‘ button

Records imported using this tool remain in the ‚reservoir‘ until they are cleaned either through the ‚Clean‘ button in the Staged MARC record management home page (see below) or through the cleanup_database cronjob. Reservoir records will appear when searching the catalog from the cataloging module

List of catalog records, followed by list of records in reservoir

To manually clean items out of the ‚reservoir‘:

  • Visit the main screen of the manage staged MARC records tool

    Table of staged files

  • To clean a batch, click the ‚Clean‘ button to the right

  • You will be presented with a confirmation message

    Dialog message saying 'Clear all reservoir records staged in this batch? This cannot be undone.'

  • Accept the deletion and the records will be removed from the reservoir and the status will be changed to ‚cleaned‘

Adding analytic records

Knihovny někdy zpřístupňují novinové články a části v rámci monografií a časopisů knihovním čtenářům prostřednictvím analytické katalogizace. Analytická katalogizace vytváří samostatné bibliografické záznamy o těchto článcích, kapitolách a sekcích, atd. které najdete uvnitř většího zdroje, jako jsou knihy, časopisy, noviny. V analytické katalogizaci, ačkoli je vytvořen samostatný bibliografický záznam pro článek, není fyzicky oddělen od hostitelské položky. Další informace o Analytické katalogizaci viz v kapitole 13 AACR2.

If you would like to catalog analytic records there are two options. One is to use the Easy Analytics function; the other is the Analytics enhanced workflow.

Easy analytics

The easy analytics feature makes linking analytic records together easier. The first thing you need to do is set the EasyAnalyticalRecords preference to ‚Show‘ and the UseControlNumber preference to ‚Don’t use.‘

After cataloging your analytic record (see adding records for more on creating records) click ‚Edit‘ from the normal view and choose to ‚Link to host item‘

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To vás vyzve k zadání čárového kódu pro výtisky, které by měly být napojeny na tento záznam.

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Po vložení čárového kódu jednotky a kliknutí na tlačítko ‚Vybrat‘ obdržíte potvrzující zprávu.

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Záznam bude mít nyní pole 773 správně vyplněné, tak aby se uskutečnit odkaz na zdrojový dokument.

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To view all of the items tied to the host record, do a search for the record, click the ‚Analytics‘ tab on the left and the analytics tied to each barcode will be shown under the ‚Used in‘ column.

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Poznámka

It is also possible to create analytic records from this screen by clicking on ‚Create analytics‘

You can also see the analytics attached to this record by clicking the ‚Show analytic‘ link towards the top of the record in the normal view.

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When looking at the analytic record you will also see a link to the host item under the ‚Host records‘ column in the holdings table when viewing the ‚Analytics‘ tab.

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Analytics enhanced workflow

To use the enhanced workflow method of adding analytics, the first thing you need to do is set the EasyAnalyticalRecords preference to ‚Don’t show‘ and the UseControlNumber preference to ‚Use.‘

After cataloging your original record (see adding records for more on creating records) click ‚New‘ from the normal view and choose to ‚New child record.‘

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This will open a new blank record for cataloging. The blank record will have the 773 field filled in properly to complete the link once the record is saved.

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The ‚Show analytics‘ link from the host record will now use the hosts record control number (001) to search for all records on the system of the type ‚monographic component part‘ or ‚serial component part‘ (Leader position 7) with a 773 subfield w that contains the hosts record control number.

Editing analytics

If you have linked an analytic record incorrectly you can remove that link by editing the analytic record (not the host record).

To do this, go to the analytic record and click the ‚Edit‘ button. For UseControlNumber simply edit or remove the corresponding 773.

If using EasyAnalytics choose to ‚Edit items‘; To the left of each item you will see two options.

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  • Clicking ‚Edit in host‘ will allow you to edit the item on the host record.

  • Kliknutím na „Zrušit odkaz“ odstraní pole 773 a propojení mezi analytickým záznamem a zdrojovým dokumentem.

Editing records

To edit a record you can click the ‚Actions‘ button and choose ‚Edit biblio‘ from the search results on the cataloging search page

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nebo kliknutím na tlačítko „Upravit“ v bibliografickém záznamu a vybráním „Upravit záznam“

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Záznam bude otevřen v editoru MARC

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The alternative is to search via Z39.50 to overlay your record with a fuller record found at another library. You can do this by choosing ‚Replace record via Z39.50/SRU‘ from the ‚Edit‘ menu.

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Once you choose that, you will be brought to a Z39.50 search window to search other libraries for the record in question.

Pokud jste dokončili úpravy (jakoukoliv metodou), můžete kliknout na ‚Uložit‘, nahoře vlevo v editoru.

Batch record modification

  • Get there: More > Cataloging > Batch editing > Batch record modification

This tool is used to edit batches of bibliographic and authority records using MARC modification templates. Before visiting this tool you will need to set up at least one MARC modification template.

Batch record modification form for bibliographic records, the tab 'Upload a file' is selected by default

  • Record type: choose whether you’re editing bibliographic or authority records

  • Enter the biblionumbers or authids of records to be edited, in one of three ways

    • Upload a file of biblionumbers or authids

    • Use a list;

      Batch record modification form for bibliographic records, the tab 'Select a list of records' is selected and a dropdown menu 'Select a list' is visible

    • Or enter the numbers (one per line) in the box provided.

      Batch record modification form for bibliographic records, the tab 'Enter a list of record numbers' is selected and there is a text box

  • MARC modification template: finally choose the MARC modification template to use to edit these records.

Once you’ve entered your criteria click ‚Continue‘

Table of records to be edited

You will be presented with the list of records that will be edited. Next to each one is a checkbox so you can uncheck any records you would rather not edit at this time.

Clicking ‚Preview MARC‘ will allow you to see what edits will be made when you finalize the edit.

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Once you’re sure everything is the way you want you can click the ‚Modify selected records‘ button and your records will be modified.

MARC modification templates

  • Get there: More > Cataloging > Batch editing > MARC modification templates

The MARC modification templates system gives Koha users the power to make alterations to MARC records automatically while staging MARC records for import or making batch record modifications.

This tool is useful for altering MARC records from various vendors or sources. The system essentially allows one to create a basic script using actions to copy, move, add, update and delete fields.

List of currently available MARC modification templates

Click on ‚New template‘ (a template can be made up of one or more actions), enter a name and click ‚Submit‘.

Optionally, you can copy an existing template by choosing the template to copy in the ‚Duplicate a template‘ drop-down menu.

Form to create a new template

Next, you can add actions to the template. Click on ‚New action‘.

A ‚Add a new action‘ box will appear that you can use to specify what exactly you want to do.

For example if you’re loading in a batch of files from your EBook vendor you might want to add the biblio item type of EBOOK to 942$c.

Add a new action box where the following values are chosen: Update existing or add new field(s) 942 c with value EBOOK Description: Add the record-level itemtype

  • Choose ‚Add new‘

  • Enter the field 942 and subfield c

  • Enter the value of ‚EBOOK‘ (or whatever your ebook item type code is)

  • Provide a description so you can identify this action later

  • Click ‚Add action‘

Poznámka

If you wish to update the values in an existing field choose the option ‚Update existing or add new‘. This will update existing values where found and add a new field if one doesn’t exist.

Each action can also have an optional condition to check the value or existence of another field. For example you might want to add the call number to the item record if it’s not already there.

Poznámka

Editing item fields only works when using the template when staging records. Once records are in Koha, the item is ‚separated‘ from the record and can only be edited using the batch item modification tool

Add a new action form with the following options: Copy first field 090 a to field 952 o if field 952 o doesn't exist Description: Move call number to item record if there isn't one there already

  • Choose ‚Copy‘

  • Decide if you want to copy the first occurrence or all occurrence of the field

  • Enter the field 090 (or other bibliographic call number field) and subfield a to copy

  • Enter the 952 field and o subfield to copy to

  • Choose ‚if‘

  • Enter the 952 field and o subfield

  • Choose „doesn’t exist“

  • Provide a description so you can identify this action later

  • Click ‚Add action‘

The move, copy, and copy and replace actions support regular expressions, which can be used to automatically modify field values during the copy or move. An example would be to strip out the ‚$‘ character in field 020$c.

Add a new action form with the following options: Copy and replace every field 020 c to field 020 c RegEx s/\$// if field 020 c matches m/^\$// RegEx Description: Remove $ (dollar sign) from 020$c fields

  • Choose ‚Copy and replace‘

  • Decide if you want to copy the first occurrence or all occurrences of the field

  • Enter the field 020 and subfield c to copy

  • Enter the 020 field and c subfield to copy to

  • Check the ‚RegEx‘ box and enter your regular expression (in this case s/\$// )

  • Choose ‚if‘

  • Enter the 020 field and c subfield

  • Choose „matches“

  • Check the ‚RegEx‘ box and enter your regular expression (in this case m/^\$/ )

  • Provide a description so you can identify this action later

  • Click ‚Add action‘

Poznámka

The value for an update can include variables that change each time the template is used. Currently, the system supports two variables, __BRANCHCODE__ which is replaced with the branchcode of the library currently using the template, and __CURRENTDATE__ which is replaced with the current date in ISO format ( YYYY-MM-DD ).

You could also use regular expressions to add your library’s proxy URL in front of links in your MARC record.

Add a new action form with the following options: Copy and replace all fields 856 u to field 856 u RegEx s/^/http://proxy=/ Description: Add proxy URL

  • Choose ‚Copy and replace‘

  • Decide if you want to copy the first occurrence or all occurrences of the field

  • Enter the field 856 and subfield u to copy

  • Enter the 856 field and u subfield to copy to

  • Check the ‚RegEx‘ box and enter your regular expression (in this case s/^/PROXY_URL/ )

  • Provide a description so you can identify this action later

  • Click ‚Add action‘

When choosing between ‚Copy‘ and ‚Copy and replace‘ keep the following example in mind:

245 _aThe art of computer programming _cDonald E. Knuth.
300 _aA_exists _bB_exists

If we apply action (a) Copy the whole field 245 to 300, we get:

245 _aThe art of computer programming _cDonald E. Knuth.
300 _aA_exists _bB_exists
300 _aThe art of computer programming _cDonald E. Knuth.

If we apply action (b) Copy the subfield 245$a to 300$a, we get:

245 _aThe art of computer programming _cDonald E. Knuth.
300 _aThe art of computer programming _bB_exists

Once your actions are saved you can view them at the top of the screen. Actions can be moved around using the arrows to the left of them.

List of all actions in a template

Actions will be done in the order they appear. Depending on your actions the order may be very important. For example you don’t want to delete a field before you copy it to another field. You can use the arrows to move actions up or down the list

  • The up arrow will move the action up one position

  • The up arrow with a line at the top will move the action to the first position

  • The down arrow with a line at the bottom will move the action to the last position

  • The down arrow will move the action down one position

Once your template is saved you will be able to pick it when using the Stage MARC records for import tool or when using the batch record modification tool.

Dropdown list of available MARC modification templates

Duplicating records

Sometimes a copy of the record you need to catalog can’t be found via Z39.50. In these cases you can create a duplicate of similar record and edit the necessary pieces to create a new record. To duplicate an existing record click ‚Edit as new (duplicate)‘ from the ‚Edit‘ menu on the bibliographic record.

Edit menu of a bibliographic record is open, the mouse cursor is on the 'Edit as new (duplicate)' option

This will open a new MARC record with the fields filled in with the values from the original bibliographic record.

Edit as needed and save.

Poznámka

This will not change the original record.

Attaching files to records

If you would like to upload files to Koha you can do so with a few settings.

  • You will need to ask your system administrator to set the ‚upload_path‘ config variable to point to where the files will be stored

    • You can see if your upload path is set correctly by visiting About Koha > System information. If there is an error you will see it there.

      image1264

  • You will want to be sure that your OPACBaseURL system preference is set appropriately

  • You will want to add the upload.pl plugin to the 856$u subfield in one (or multiple) of your frameworks

Once you are all set up you can continue with cataloging as regular. You will see a plugin icon next to the 856$u that will open up the upload and/or search window

image1265

From this menu you can click browse to find a file and attach it, or you can search files you have uploaded previously using the search box. From the search results you can choose which file to attach.

image1266

Once the file is chosen it will appear as a link in the MARC record and on the detail display.

image1334

Poznámka

If the file is a PDF, it will be opened directly in the user’s browser whereas if the file is an image or another type of file, the user will be prompted to download it.

Adding cover images

Several free and paying services are integrated with Koha to provide cover images for your catalog, such as Amazon, Baker and Taylor, Google books, NovelList Select, Open Library, and Syndetics. Check the corresponding system preferences to enable the service of your choice.

There are other options such as a Coce image cache server, or having remote cover images with custom URLs.

Varování

If you enable more than one service, you will have multiple cover images in your records.

Most of these services use the ISBN of the record to fetch the cover image from the provider.

Finally, you can upload your own images to your records with what is called Local cover images in Koha.

Varování

Make sure you are respecting copyright when using images.

Adding a single local cover image

Before adding local cover images, make sure either the OPACLocalCoverImages system preference and/or the LocalCoverImages system preference is set to ‚Show‘.

To upload local cover images staff need the upload_local_cover_images permission.

  • In a bibliographic record, choose ‚Upload image‘ from the edit menu to add your cover image.

    The Edit menu in a bibliographic record is opened and the cursor is on the 'Upload image' option

  • Drag and drop the image to the area, or click on ‚Drop files here or click to select a file‘ a select the image file on your computer.

    Upload cover image tool page

    Varování

    Koha does not have a maximum file size limit for this tool, but the web-server (such as Apache) may limit the maximum size of uploads (ask your system administrator).

  • If the AllowMultipleCovers system preference is set to ‚Allow‘, you will have the choice to replace existing covers or not. If the system preference is set to „Don’t allow“, the image will replace existing cover images for this record.

    Poznámka

    Where there are multiple images for a record they will display left to right (then top to bottom, depending on screen size) in the order they were uploaded. The image on the left (the first one uploaded) is used as a thumbnail cover in search results and on the details page. There is no way to reorder cover images uploaded in this way, so be sure to upload them in the order you’d like them to appear.

    Detailed record in the OPAC, the record has two local cover images displayed in the 'Image' tab. The thumbnail next to the title is the first cover image, with two dots under it to switch from one image to the other.

  • Click ‚Process images‘

Alternatively, you can access the cover image upload tool itself in Cataloging > Tools > Upload local cover image. You will then need to specify the biblionumber of the record for which you are uploading the image.

Options after choosing the image file in the upload local cover image tool: ZIP file or image file, bibliographic record number, and the choice to replace existing covers

Poznámka

The biblionumber or bibliographic record number is not the same as the barcode, it is the system-generated number assigned by Koha to each bibliographic record. You can find the biblionumber in various place, namely:

Adding a batch of cover images

The tool to upload cover images also allows batches of images to be uploaded in a ZIP file.

To upload a batch of images:

  • Create a folder with the images to upload in it

  • Create a text file (*.txt) named either datalink.txt or idlink.txt listing the biblionumber followed by the image name for each image, one per line. For example:

    ::

    506,2gentlemen.jpeg 779,asyoulikeit.jpg 138,selected-poems-oscar-wilde.jpg 41,sonnets.jpg 499,3rdhenry6.jpg 787,macbeth.jpg 102,sonnets2.jpg

    File browser with image files and a text file called datalink.txt opened with the following text: 506,2gentlemen.jpeg 779,asyoulikeit.jpg 138,selected-poems-oscar-wilde.jpg 41,sonnets.jpg 499,3rdhenry6.jpg 787,macbeth.jpg 102,sonnets2.jpg

    Varování

    Make sure there are no extra lines or characters in the text file.

  • Create a ZIP file that includes all the images to upload and the text file

  • In Koha’s staff interface, go to the upload cover image tool in Cataloging > Tools > Upload local cover image, and drag and drop or select the ZIP file from your computer

  • The file type ‚ZIP file‘ should be selected

  • If the AllowMultipleCovers system preference is set to ‚Allow‘, you will have the choice to replace existing covers or not. If the system preference is set to „Don’t allow“, the image will replace existing cover images for this record.

  • Click ‚Process images‘

  • You are presented with a summary of the upload

    Upload local cover image tool page with Image upload results: 7 images found, followed by the title of each record each title being a link to the record itself

Poznámka

The source image is used to generate a 140 x 200 px thumbnail image and a 600 x 800 px full-size image. The original sized image uploaded is not kept by Koha.

In the staff interface, the cover images appear in the search results, in the record details page on the right of the title, and in the ‚Images‘ tab in the holdings table at the bottom.

Detailed record in the staff interface, the record has two local cover images displayed in the 'Image' tab. The thumbnail next to the title is the first cover image, with two dots under it to switch from one image to the other.

In the OPAC, the cover images appear in the search results, in the record details page on the left of the title, and in the ‚Images‘ tab in the holdings table at the bottom.

Detailed record in the OPAC, the record has two local cover images displayed in the 'Image' tab. The thumbnail next to the title is the first cover image, with two dots under it to switch from one image to the other.

Deleting a local cover image

To remove a cover image, you need the upload_local_cover_images permission.

  • Click ‚Delete image‘ below the image in the ‚Images‘ tab in the staff interface.

    Detailed record in the staff interface, the record has two local cover images displayed in the 'Image' tab. The thumbnail next to the title is the first cover image, with two dots under it to switch from one image to the other.

Merging records

To merge bibliographic records together,

  • Perform a search in the catalog to find the records that need to be merged.

  • Check the boxes next to the duplicates to select them.

    Search results, some are selected

  • Click „Edit“ and choose the „Merge records“ option

    The Edit menu from the search results is open and the mouse cursor is on the Merge records option

Poznámka

Alternatively, you can go through the cataloging module to merge bibliographic records.

After searching for the records in the cataloging search and selecting the records to be merged, click the ‚Merge selected‘ button at the top of the list.

Selected search results in the cataloging search

  • Choose which record to keep as the primary record, the other records will be deleted after the merge

    Radio buttons to choose the reference record, and a drop down to select the merging framework

  • Choose which framework to use for the newly merged record

You will be presented with the MARC for all of the records, each accessible by a tab labeled with the biblionumber for this record. By default the entire first record will be selected.

Source and destination records when merging records, the source record has checkboxes next to each field and subfield

  • Uncheck the fields you don’t want in the final (destination) record from each source records

  • Check the fields you want to add in the final (destination) record

Poznámka

Should you try to add a field that is not repeatable two times (like choosing the 245 field from both records) you will be presented with an error

System warning message saying 'The field is non-repeatable and already exists in the destination record. Therefore, you cannot add it'

Poznámka

If mandatory fields are missing in the destination record, Koha will not merge the records. You must select a value for mandatory fields.

If important fields are missing in the destination record, Koha will warn you, but will still merge the records.

Below the records you are merging is an option to enter fields to report on. This will allow you to control what fields you see on the merge confirmation page:

Merge button followed by 'Fields to display in report:' with a text field, and an example '(Example: "001,245ab,600")'

  • If you enter nothing you will be presented with a confirmation of biblionumbers only

    Report of merged records, shown are the biblionumbers of the merged records

  • If you enter fields you will see those on the confirmation page.

    Report of merged records, shown are the biblionumbers of the merged records, as well as various MARC fields

    Poznámka

    You can set defaults for this report with the MergeReportFields system preference.

  • Once you have completed your selections click the ‚merge‘ button.

The primary record will now contain the data you chose for it, as well as all of the items and acquisition information from both bibliographic records, and the second record will be deleted.

Merging bibliographic records with lists

Another way to merge together duplicate bibliographic records is to add them to a list and use the merge tool from there.

List called 'To merge' with some duplicate titles

Once you have selected the records to merge together the process is the same as merging via cataloging.

Deleting records

To delete a bibliographic record, click the ‚Edit‘ button and choose ‚Delete record‘.

The Edit menu in a bibliographic record, the mouse cursor is on the 'Delete record' option

Bibliographic records can only be deleted once all items have been deleted. If you try to delete a bibliographic record with items still attached you will see that the delete option is grayed out. (See the Deleting items section of this manual to learn how to delete items.)

The Edit menu in a bibliographic record, the mouse cursor is on the 'Delete record' option, the option is grey and there is a tooltip box saying '1 item(s) are attached to this record. You must delete all items before deleting this record'.

Batch deleting records

  • Get there: More > Cataloging > Batch editing > Batch record deletion

This tool will take a batch of record numbers for either bibliographic records or authority records and delete all those records and any items attached to them in a batch.

First, you need to tell the tool if you’re deleting bibliographic or authority records.

Next, you can:

  • load a file with biblionumbers or authids;

    Batch record deletion tool, record type is set to bibliographic, and the 'Upload file' tab is selected for the records source

  • use a list;

    Batch record deletion tool, record type is set to bibliographic, and the 'Select a list of records' tab is selected for the records source

  • or enter the list of numbers in the box provided.

    Batch record deletion tool, record type is set to bibliographic, and the 'Enter a list of record numbers' tab is selected for the records source

Once you submit the form you will be presented with a summary of the records you are trying to delete.

A table with all the records that will be deleted, also shown in the table are the number of items, holds, current checkouts, and subscriptions attached to each record. Records with current checkouts are highlighted to indicate they cannot be deleted.

If a record you want to delete can’t be deleted, it will be highlighted.

Check the records you want to delete and click the ‚Delete selected records‘ button to finish the process.

You can also use the links at the top of the table to select only the records without items, holds, or subscriptions.

Item records

V Koha každý bibliografický záznam může mít připojenou jednu nebo více jednotek (exemplářů). Tyto jednotky jsou někdy odkazovány jako exempláře (výtisky). Každá jednotka obsahuje informace o fyzickém výtisku, který má knihovna ve fondu.

Adding items

After saving a new bibliographic record, you will be redirected to a blank item record so that you can attach an item to the bibliographic record. You can also click ‚Add/Edit items‘ from the cataloging search results

image674

or you can add new item at any time by clicking ‚New‘ on the bibliographic record and choosing ‚New item‘

The 'New' button in a detailed record is clicked and the mouse cursor is on the 'New item' option

Objeví se editační tormulář:

Add item form

If you already have item templates, you can choose the template to apply and click ‚Apply template‘. This will pre-fill the item form with the template values.

Pokud plánujete vydání jednotky do oběhu, měli byste vyplnit alespoň následující pole pro nové jednotky:

To make sure that these values are filled in you can mark them as mandatory in the framework you’re using and then they will appear in red with a ‚required‘ label. The item will not save until the required fields are filled in.

Three item fields, x Non-public note, y - Koha item type (this one is required and displayed in red with 'Required' next to it), and z - Public note

Poznámka

To make item subfields required in a framework, edit the 952 field in the framework editor.

You can add a new authorized value directly from the add and edit item screen for any fields that are linked to authorized value categories such as Shelving location (subfield$c) or Collection code (subfield$8).

  • Start to type the authorized value description, if a match is not found you will see the option ‚(Select to create)‘.

  • Click on this option to display a pop-up window where you can create you new authorized value.

  • The authorized value category will be pre-populated from the field you are using, for example LOC for Shelving location, CCODE for Collection code. Take care when choosing your authorized value code. Refer to the notes on adding new authorized values for the correct format of these codes. Use the Description field for the actual value that will be displayed

Adding a new authorized value from cataloguing

  • You can add authorized values in the same way from bibliographic and authority records.

Poznámka

You must have the manage_auth_values administration permission to add authorized values from cataloguing.

Below the add form there are 3 buttons for adding the item.

Buttons under the add item form: Add item, Add and duplicate, Add multiple copies of this item, Save as template

  • ‚Add item‘ will add just the one item

  • ‚Add & duplicate‘ will add the item and fill in a new form with the same values for you to alter

  • ‚Add multiple copies of this item‘ will ask how many copies and will then add that number of items adding +1 to the barcode so each barcode is unique

    The buttons under the add item form are replaced by 'Number of copies of this item to add' with an input box in which to enter the number

  • ‚Save as template‘ will save this item as an item template to reuse later.

    Varování

    Saving as template will not save the item. It will only create the template.

Vaše přidané jednotky se zobrazí nad přidávacím formulářem, jakmile bude předložen

A record's items in a table

Poznámka

You can customize the columns of this table in the ‚Table settings‘ section of the Administration module (table id: Items Editor).

Vaše jednotky se také objeví pod bibliografickými detaily v zobrazení bibliografického záznamu.

Holdings table in a detailed record

If the SpineLabelShowPrintOnBibDetails system preference is set to ‚Show‘, there will be a button to print a quick spine label next to each item.

A holdings table in the catalog in the staff interface, the next to last column on the right is titled 'Spine label' and there is a 'Print button' label for each item in the table

Můžete také filtrovat obsah vaší tabulky jednotek (exemplářů) kliknutím na odkazy „Aktivovat filtry“. Toto se zobrazí v horním řádku, kde můžete zadat v každém sloupci filtrování výsledků v tabulce.

Holdings table in a detailed record

Adding and using item templates

You can create item templates to share and reuse in order to easily fill out the new item form.

Poznámka

Anyone who has the edit_items permission can create and share item templates, and delete their own templates.

However, the manage_item_editor_templates (or superlibrarian) permission is needed to manage item templates created by others.

Creating a new item template

To create an item template,

  • Go to add a new item

  • Fill out the item form with the values you want to add to the template

  • Instead of saving the item, click the ‚Save as template‘ button

    Save item template form

  • Choose ‚Save as new template‘

  • Enter a template name

  • Choose if you want this template to be shared with all other catalogers

  • Click ‚Save‘

Updating an existing template

To edit an existing template,

  • Go to add a new item

  • Choose the template to update at the top of the form

    At the top of the item form, there is a section to choose a template; a dropdown to choose the template, 'Apply template' button, 'For session' checkbox, 'Clear template' button, and 'Delete template' button

  • Click ‚Apply template‘

  • Change the values as needed

  • Click the ‚Save as template‘ button.

    Save item template form

  • Choose the template to update

  • Choose if you want this template to be shared with all other catalogers

  • Click ‚Save‘

Using a template

To use a template,

  • Go to add a new item

  • Choose the template to update at the top of the form

    At the top of the item form, there is a section to choose a template; a dropdown to choose the template, 'Apply template' button, 'For session' checkbox, 'Clear template' button, and 'Delete template' button

  • Click ‚Apply template‘

  • If checking ‚For session‘, all new items will be based on this template, unless otherwise specified

  • Change the values as needed

  • Save the item

Deleting a template

To delete a template,

  • Go to add a new item

  • Choose the template to delete at the top of the form

    At the top of the item form, there is a section to choose a template; a dropdown to choose the template, 'Apply template' button, 'For session' checkbox, 'Clear template' button, and 'Delete template' button

  • Click ‚Delete template‘

Editing items

Jednotky lze upravovat různými způsoby.

  • Clicking ‚Edit‘ and ‚Edit items‘ from the bibliographic record

    image683

    Which will open up a list of items where you can click the ‚Actions‘ button to the left of the specific item you would like to edit and choose ‚Edit‘.

    image684

  • Clicking ‚Edit items‘ beside the item on the ‚Items‘ tab

    image685

    Zaškrtněte políčko vlevo od jednotky, na kterou chcete umístit rezervaci

    image686

  • Kliknutí na „Upravit“ a pak „Upravit v dávce“

    The Edit menu in a bibliographic record, the mouse cursor is on the 'Edit items in batch' option

    This will open up the batch item modification tool where you can edit all of the items on this record as a batch.

  • You can also enable StaffDetailItemSelection to have checkboxes appear to the left of each item on the detail display. You can then check off the items you would like to edit and click ‚Modify selected items‘ at the top of the list.

    image688

  • You can click ‚Edit‘ to the right of each item in the Holdings tab

    image1268

  • There is also a link to Edit items from the search results in the staff client

    image1269

  • Finally you can use the batch item modification tool

Quick item status updates

Knihovníci často potřebují změnit stav jednotky na „Ztraceno“ nebo „Poškozeno“. K tomu není potřeba upravovat úplný záznam. Kliknutím na čárový kód jednotky na souhrnu nebo v historii výpůjček se dostanete na přehled položky. Na přehled jednotky se také můžete dostat kliknutím na kartu „Jednotky“ vlevo na stránce s podrobným záznamem jednotky.

image689

From this view you can mark an item lost by choosing a lost status from the pull down and clicking the ‚Set status‘ button.

image690

You can also mark an item as damaged by choosing a damaged status from the pull down and clicking the ‚Set status‘ button.

image691

Duplicating items

You can easily duplicate each item by clicking the ‚Actions‘ button the left of each item on the edit items screen

image692

From here you can choose to ‚Duplicate‘ the item and this will populate the form with the values from the item you chose.

Batch editing items

  • Get there: More > Cataloging > Batch editing > Batch item modification

This tool will allow you to modify a batch of item records in Koha.

Form to edit items in batches

From the tool, choose to either upload a file of barcodes or itemnumbers, or scan item barcodes one by one into the box below the upload tool. You can also decide the items edited should be populated with the default values defined in the default framework.

Once the file is uploaded or the barcodes listed, click ‚Continue.‘

Table of items to be edited in a batch

You will be presented with a summary of the items you want to modify. From here, you can uncheck the items you don’t want to modify before making changes in the form below. You can also hide columns you don’t need to see to prevent having to scroll from left to right to see the entire item table. The holds column displays a count of the current holds for the item.

Poznámka

To uncheck all items that are currently checked out you can click the ‚Clear on loan‘ link at the top of the form.

Using the edit form, choose which fields to make edits to. By checking the checkbox to the right of each field you can clear the values in that field for the items you are modifying.

Form to edit item subfields in a batch

You can also click the ‚RegEx‘ link to change the text field to a regular expression substitution. This is used to change only a part of a text string.

Call number item subfield being edited with a regex substitution

Once the changes are made, the job will be enqueued in the background jobs.

Message saying the job has been enqueued, with links to view the enqueued job or make a new batch item modification

To see the edited items, click on ‚View detail of the enqueued job‘.

Details of the batch item modification, with the details of the modified items

Batch editing items from the bibliographic record

You can also edit items on one bibliographic record in a batch by going to the bibliographic record and clicking Edit > Edit items in batch

The Edit menu in a bibliographic record, the mouse cursor is on the 'Edit items in batch' option

This will bring you to the same batch item modification tool as above.

Batch editing items from a report

The batch item modification tool is also available from reports results when the results contain itemnumbers.

In the report results, the 'Batch operations with X visible records' menu is open and the 'Batch item modification' is selected

When the report contains the itemnumber, the option ‚Batch operations with X visible records‘ will automatically appear. This option contains batch item modification ans batch item deletion.

By default, only 20 results are shown when running reports, therefore, the batch modification will only be done on 20 results. If you have more results that you want to edit in a batch, make sure to change the number of results per page before choosing the batch operation.

Automatic item editing by age

  • Get there: More > Cataloging > Automation > Automatic item modifications by age

This tool allows you to update item specific fields when an item reaches a certain age.

Poznámka

Staff need the items_batchmod permission to access this tool.

Poznámka

The settings in this tool will be acted upon by the corresponding cron job.

If you haven’t created any rules, you will see the option to ‚Add rules‘ on the page. Click this button to create rules.

Automatic item modifications by age tool page, there is a 'add rules' button and a message 'there are no rules defined'.

If you have rules already there will be a button that reads ‚Edit rules‘. To create a new rule click the ‚Edit rules‘ button at the top of the page.

Table with existing automatic item modification by age rules

You will be brought to a page where you can edit existing rules or create a new rule.

Automatic item modifications by age tool page, buttons at the top of the page are 'add rule', 'save', and 'cancel', there is a message 'there are no rules defined'.

Click ‚Add rule‘.

Form to add a new rule for automatic item modification by age

Fill out the form that appears to set the new rule:

  • Age in days: the age in days at which the item will update

  • Age field: the field on which the age is based

    • items.dateaccessioned (default): date of acquisition of the item; in MARC21, it is normally mapped to 952$d

    • items.replacementpricedate: date the replacement price is effective from; in MARC21, it is normally mapped to 952$w

    • items.datelastborrowed: date the item was last checked out; in MARC21, it is normally mapped to 952$s (not editable manually)

    • items.datelastseen: date of the last transaction made on the item; in MARC21, it is normally mapped to 952$r (not editable manually)

    • items.damaged_on: date on which the damaged status was set (not editable manually)

    • items.lost_on: date on which the lost status was set (not editable manually)

    • items.withdrawn_on: date on which the withdrawn status was set (not editable manually)

  • Conditions: what criteria is needed to trigger the update

    • Choose the field to check from the dropdown menu

    • Enter the value the field should have to trigger the update

    • If you need more than one condition, click ‚Add a condition‘

  • Substitutions: what changes are made when the script runs

    • Choose the field to change from the dropdown menu

    • Enter the value the field should have after the update

    • If you need to do more than one change, click ‚Add a substitution‘

Once you’re done, click the ‚Save‘ button to save the rule and go back to the main page, or click ‚Add rule‘ again to add another rule.

Table with existing automatic item modification by age rules

Rotating items through libraries automatically

  • Get there: More > Cataloging > Automation > Stock rotation

Poznámka

This tool will only be available if the StockRotation system preference is enabled.

Poznámka

To access this automation tool, staff needs the following permissions:

  • manage_rotas: this grants the ability to create, update and delete rotas

  • manage_rota_items: this grants the ability to add, remove and progress items on a rota.

Stock rotation helps to spread resources more fairly among library branches and allows patrons to see a wider range of titles.

Items are popular whilst they are new at a particular branch. However, their use often tails off over time. This tool empowers librarians to automate the movement of items on to another branch before usage declines and thereby extends the items useful life.

Library staff create rotation plans (rotas) and then assign them to items. A cronjob is then used to cycle these items round the specified libraries on the rotation plan, moving them to the next stage after the prescribed period of time has passed at the current stage.

Poznámka

This tool requires the stockrotation.pl cron job that must be configured to run on a daily basis.

Email notices may be used to provide the library branches with a list of items to be put in transit to the next branch and if an item is found to be on loan at the time that it should be transferred, an alert will be displayed when it is next returned.

Poznámka

The notice used is SR_SLIP. It can be customized with the Notices and slips tool.

From the stock rotation tool page you can add new rotation plans (rotas) and see a summary of your currently configured rotation plans. You can then edit plan details, activate and deactivate plans and manage stages and items on a given rotation plan.

The rota table

Poznámka

You can customize the columns of this table in the ‚Table settings‘ section of the Administration module (table id: stock_rotation).

Creating a new rota

To create a new rota (rotation plan), click the ‚New rota‘ button on the main stock rotation page.

New rota form

  • Name: enter a name or code to identify the rota

  • Cyclical:

    • No: items will remain at the last library on the rotation plan upon reaching the end of the rota

    • Yes: items will continue to rotate, returning back to the first library on the rotation plan once they have completed their allotted time at the last library, indefinitely until manually removed from the rota

  • Description: optionally add an expanded description of the rota for display in summary views

Once the rota is complete with stages and items, you can activate the rota to begin cycling the items through the rotation.

From the stock rotation tool main page, click on ‚Activate‘ next to the rota.

The rota table

Adding stages to a rota

Once the rota is created, you can add stages to it. Stages are a length of time that an item will stay at a particular library before moving on.

From the stock rotation summary page, click the ‚Manage‘ button and choose the ‚Stages‘ option.

The stock rotation summary page, there is one rota in the table, the 'Manage' button on the right of the rota is clicked and the mouse cursor is on the 'Stages' option

Click the ‚Add stage‘ button.

New stage form

  • Library: choose the library this stage is for

  • Duration: enter the number of days the item should stay at this library before moving on

Click ‚Save‘.

The rota stages table

Once all the stages have been added, you can move them around using the handles on the left to change the order.

Adding items to a rota

Once a rota has stages, items can be added to it.

From the stock rotation summary page, click the ‚Manage‘ button and choose the ‚Items‘ option.

The stock rotation summary page, there is one rota in the table, the 'Manage' button on the right of the rota is clicked and the mouse cursor is on the 'Items' option

Click the ‚Add items‘ button.

Items can be added to a rota individually (by barcode) or in bulk (via the upload of a line delimited barcode file).

Add item to rota form, with a choice between scanning a single barcode or uploading a barcode file

Items can also be added to a rota through the staff interface catalog, in the ‚Rota‘ tab on the left when viewing a detailed record.

The 'Rota' tab in a detailed record in the staff interface catalog, the options are to add the item to a rota

Choose the rota to add the item to and click ‚Add to rota‘.

Items can also be automatically added to rotas at acquisition time by using the LRP (Library Rotation Plan) field in EDI.

On the Manage > Items page, there will be a summary of all items on the rota with their current location. You have the options to immediately progress items, mark items as ‚in demand‘ and remove an item from rotation.

The rota items table

Poznámka

You can customize the columns of this table in the ‚Table settings‘ section of the Administration module (table id: stock_rotation_manage_items).

  • Move to next stage: progress the item directly to the next stage even if the duration at the current stage is not complete.

  • Add „In demand“: double the duration the item will stay at it’s current stage compared to what is set in the rota. This is often used for items that are found to be unexpectedly popular at a particular library.

  • Remove from rota: remove the item from the rota.

Individual items can also be managed from the staff interface catalog, in the ‚Rota‘ tab.

The 'Rota' tab in a detailed record in the staff interface catalog, the item has already been added to a rota, the options are to manage the item

Grouping items

You can group items in order to place holds on a subset of items on a bibliographic record, rather than a specific item or the next available item. For example, if you have a bibliographic record for a series, and several items of each volume, you can group items by volumes and then place holds on the next available item of „Vol. 4“.

Poznámka

Staff users need the manage_item_groups permission

You need to first enable the item groups feature with the EnableItemGroups system preference.

Once the system preference is enabled, a new ‚Item groups‘ tab will appear in the detailed record in the staff interface.

A bibliographic record in the staff interface, the 'Item groups' tab is selected; there are currently no item groups, there is only a 'New item group' button and an empty table

  • Click on the ‚New item group‘ button

  • In the form that appears,

    New item group form

    • Name: enter a name for the group, this name will visible in the staff interface and the OPAC

    • Display order: enter a number for the position this group should be displayed compared to the other groups of the same record (for example, if you have groups with 0, 1 and 2 as display order, the 0 group will be displayed first, the 1 group will be displayed second and the 2 group will be displayed third. You can put any number in there, your groups can be 3, 11 and 27, in that case, 3 will be displayed first, then 11 and finally 27)

  • Click ‚Submit‘ to create the group

Once it is created, you can add items to the group.

  • In the ‚Holdings‘ tab, check the items that should be added to the group

  • At the top of the table, there will be batch actions, click on ‚Add/move to item group‘

  • Choose which group the selected items should be added to

    Set item group for items form, there is only a drop-down with the different groups available

  • Click ‚Set item group‘

The item group in which each item is will be shown in the ‚Holding‘ table.

The 'Holdings' tab in a detailed record in the staff interface, there are six items, both volume ones are in the item group 'Part one', both volume twos are in the item group 'Part two' and both volume threes are in the item group 'Part three'

To delete an item group, go to the ‚Item groups‘ tab, and click the ‚Delete‘ button. This will only delete the group, the items will remain, but ungrouped.

Item information

Na levé straně každého bibliografického záznamu je záložka, která slouží k zobrazení jednotek.

image693

Clicking that tab will give you basic information about the items. From here you can see basic information about the item such as the home library, item type, collection code, call number and replacement price. If the item is on loan, the loan details are displayed and you can click ‘View’ to see the details of any renewals.

You can also view and edit the status information. If an item is marked lost or withdrawn, you will see the date that status was applied.

image1270

In the ‚History‘ section you will see information about the check out history of the item and if you ordered the item via the acquisitions module then this section will include information about the order.

image694

Pokud objednávka nebo den přistoupení je propojena, kliknutím na něj se dostanete na akviziční informace pro tuto jednotku.

Adding cover images for items

If you have either OPACLocalCoverImages or LocalCoverImages set to ‚Show‘, you can upload cover images for individual item records from the ‚Upload image‘ option from the Edit button on the right of the Holdings table.

Upload a cover image for an item from Edit button

Click Choose file to find the image file on your computer and then Upload file.

On the next screen you are given the option to replace existing images. You can then click on Process images.

The image will display in a Cover image column in the holdings display.

Display of a cover image for an item

To delete an image, click on the image in the holdings display. You will see a greyed out copy of the image with the option to delete.

Deleting a cover image for an item

Moving items

Items can be moved from one bibliographic record to another using the ‚Attach item‘ option

image695

Visit the bibliographic record you want to attach the item to and choose ‚Attach item‘ from the ‚Edit‘ menu.

image696

Simply enter the barcode for the item you want to move and click ‚Submit‘

If this is the last remaining item attached to a bibliographic record you will be presented with a button to delete the original host record.

If you want to move all items to a new record creating only one bibliographic record you can use the merge Records tool instead.

Deleting items

Existuje mnoho způsobů, jak odstranit záznamy o výtisku. Pokud potřebujete odstranit jen jeden výtisk, můžete to udělat tím, že se otevře stránka s detaily bibliografického záznamu a kliknete na tlačítko „Upravit“ v horní části. Odtud si můžete vybrat „Upravit výtisky“.

image697

Bude vám prezentován seznam jednotek a vedle každé z nich bude odkaz označený „Delete“. Klikněte na tento odkaz a pokud jednotka není vypůjčená, tato jednotka bude odstraněna.

image698

Pokud víte, že všechny výtisky připojené k vašemu záznamu nejsou v současné době vypůjčené, můžete použít volbu „Odstranit všechny výtisky“ pod menu „Editace“ a odstranit všechny výtisky ze záznamu.

You can also enable StaffDetailItemSelection to have checkboxes appear to the left of each item on the detail display. You can then check off the items you would like to delete and click ‚Delete selected items‘ at the top of the list.

image699

Finally you can use the batch delete tool to delete a batch of items.

Batch deleting items

  • Get there: More > Cataloging > Batch editing > Batch item deletion

This tool will allow you to delete a batch of item records from Koha.

From the tool, choose to either upload a file of barcodes or itemnumbers, or scan item barcodes one by one into the box below the upload tool.

Form to delete items in batches

Once the file is uploaded or the barcodes listed, click ‚Continue.‘

You will be presented with a confirmation screen. From here you can uncheck the items you don’t want to delete. You can check the ‚Delete records if no items remain‘ box to delete the bibliographic record if the last item is being deleted.

Details of the items to be deleted

Poznámka

Items that are the last item attached to a bibliographic record with one or more record-level holds will be automatically unchecked. You will need to delete the hold before deleting the item.

Items that are checked out will also be automatically unchecked. They will need to be checked in before they can be deleted.

If your file (or list of scanned barcodes) has more than 1000 barcodes, Koha will be unable to present you with a list of the items. You will still be able to delete them, but not able to choose which items specifically to delete or delete the bibliographic records.

The screen of the batch item deletion tool, but instead of the item details in a table, there is a message saying Too many items (1150) to display individually, This will delete all the items

Click ‚Delete selected items.‘

Poznámka

If the items are checked out the items will not be deleted.

The deletion job will be enqueued in the background jobs.

Message saying the job has been enqueued, with links to view the enqueued job or make a new batch item modification

To see the deletion details, click ‚View detail of the enqueued job‘.

Details of the batch item deletion job, with the number or items and records deleted

To delete a new batch of items, click ‚New batch item deletion‘.

Batch deleting items from the bibliographic record

The batch item deletion tool is also available from the bibliographic record details page.

From the bibliographic record details page, click the ‚Edit‘ button and choose the ‚Delete items in a batch‘ option.

The Edit menu in a bibliographic record, the mouse cursor is on the 'Delete items in a batch' option

This will open the batch item deletion tool for the items of the specific record.

Batch deleting items from a report

The batch item deletion tool is also available from reports results when the results contain itemnumbers.

In the report results, the 'Batch operations with X visible records' menu is open and the 'Batch item deletion' is selected

When the report contains the itemnumber, the option ‚Batch operations with X visible records‘ will automatically appear. This option contains batch item modification ans batch item deletion.

By default, only 20 results are shown when running reports, therefore, the batch deletion will only be done on 20 results. If you have more results that you want to delete in a batch, make sure to change the number of results per page before choosing the batch operation.

Item specific circulation history

U každého bibliografického záznamu se uchovává výpis oběhu (podle vašich nastavení včetně informace o čtenáři nebo bez něho), ale každá jednotka má svoji vlastní stránku výpisu oběhu. Pro její prohlížení klikněte na záložku ‚Jednotky‘ nalevo od seznamu, na který se právě díváte.

image700

Pod záhlavím ‚Historie‘ je odkaz na zobrazení historie výpůjček dané jednotky. Kliknutím na něj se dostanete na stránku, která je jen mírně odlišná od stránky s historií bibliografického záznamu.

image701

Creating labels

  • Get there: More > Cataloging > Tools > Label creator

The label creator tool allows you to use layouts and templates which you design to print a nearly unlimited variety of labels including barcodes. Here are some of the features of the label creator tool:

  • Customize label layouts

  • Design custom label templates for printed labels

  • Build and manage batches of labels

  • Export single or multiple batches

  • Export single or multiple labels from within a batch

  • Export label data in one of three formats:

    • PDF - Readable by any standard PDF reader, making labels printable directly on a printer

    • CSV - Export label data after your chosen layout is applied allowing labels to be imported in to a variety of applications

    • XML - Included as an alternate export format

Label layouts

  • Get there: More > Cataloging > Tools > Label creator > Manage > Layouts

A layout is used to define the fields you want to appear on your labels.

Adding a layout

To add a new layout, click on the ‚New‘ button at the top of the label creator tool and choose ‚Layout‘.

'New' menu in the label creator page is opened and the mouse cursor is on the 'Layout' option

Using the form that appears, decide what appears on your labels.

New label layout form

  • ‚Layout name‘: enter a name for the layout to help you identify it later.

  • ‚Choose barcode type (encoding)‘: if this is a barcode label, choose the encoding (Code 39 is the most common)

  • ‚Choose layout type‘: choose what type of information is printed on the label.

    • Only the bibliographic data is printed: only bibliographic information will appear on the label (this can be used for spine labels for example)

      Image showing a spine label, the call number appears on the label

      Poznámka

      Bibliographic data includes any of the data fields that may be mapped to your MARC frameworks.

    • Barcode precedes bibliographic data: the barcode will appear at the top of the label and the bibliographic information underneath

      Image showing a barcode label, the barcode is at the top of the label, and the name of the library is printed at the bottom

    • Bibliographic data precedes barcode: the bibliographic information will appear at the top of the label and the barcode underneath

      Image showing a barcode label, the name of the library is printed the top of the label, and the barcode is at the bottom

    • Barcode and bibliographic data are printed on alternating labels: the bibliographic information will appear on one label, and the barcode on the next label, alternating for each item

      Image showing two labels, the first one has the name of the library printed on it and the second one contains the barcode

    • Only the barcode is printed: only the barcode will appear on the label

      Image showing a barcode label

  • ‚Bibliographic data to print‘: if you chose to print bibliographic data on the label, choose from the preset list of fields which fields should appear on the label and in which order. Alternatively, you can click on ‚List fields‘ and enter your own data.

    Bibliographic data to print section of the new label layout form, List fields is selected and there is an input field to enter bibliographic data field, separated by commas (it currently contains title, author, isbn, issn, itemtype, barcode, itemcallnumber)

    Poznámka

    In ‚List fields‘, you can specify any database field from the following tables (use the schema viewer (http://schema.koha-community.org) to find the field names):

    • items

    • biblioitems

    • biblio

    • branches

    You can also specify MARC subfields as a 4-character tag-subfield string, for example 254a for the title field in MARC21.

    You can also enclose a whitespace-separated list of fields to concatenate on one line in double quotes, for example „099a 099b“ or „itemcallnumber barcode“.

    Finally you can add in static text strings in single-quote, for example ‚Some static text here.‘

  • ‚Draw guide boxes‘: choose if guidelines are printed around each label (this is useful when first setting up the label creator to check alignment with your label sheets)

  • ‚Split call numbers‘: choose if call numbers should be split (usually used on spine labels)

    Poznámka

    Call number splitting rules are managed under Administration > Classification sources.

  • ‚Text justification‘: choose the text alignment (left, center or right)

  • ‚Font‘: choose the font type

    • Font type choices are currently limited to:

      • Times-Roman (regular, bold, italic, or bold-italic): a serif font type

      • Courier (regular, bold, oblique (italic), or bold-oblique (bold-italic)): a monospace font type

      • Helvetica (regular, bold, oblique (italic), or bold-oblique (bold-italic)): a sans-serif font type

  • ‚Font size‘: enter the font size in points

  • ‚Oblique title‘: choose if the title should be italicized

Click ‚Save‘ to save the new layout.

After saving, your layouts will appear under Manage > Layouts.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Layouts' option

Editing a layout

To edit an existing layout, click on the ‚Manage‘ button at the top of the label creator tool and choose ‚Layout‘.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Layouts' option

In the table of currently available layouts, click the ‚Edit‘ button next to the layout you want to edit.

Table of currently available layouts

Change the necessary values and click ‚Save‘.

Deleting a layout

To delete an existing layout, click on the ‚Manage‘ button at the top of the label creator tool and choose ‚Layout‘.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Layouts' option

In the table of currently available layouts, click the ‚Delete‘ button next to the layout you want to delete, and confirm the deletion.

Table of currently available layouts

Label templates

  • Get there: More > Cataloging > Tools > Label creator > Manage > Label templates

A template is based on the label/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. These labels will include all of the information you will need for setting up in Koha. This information may be on the packaging, on the vendor’s website or it can be measured manually.

Adding a template

To add a new template, click on the ‚New‘ button at the top of the label creator page and choose ‚Label template‘.

'New' menu in the label creator page is opened and the mouse cursor is on the 'Label template' option

Using the form that appears you can define the template for your sheet of labels or cards.

New label template form

  • ‚Template ID‘: this will be automatically generated after saving your template, this is simply a system-generated unique id

  • ‚Template code‘: enter a code for the template, the code should be something you can use to identify your template on a list of templates

  • ‚Template description‘: use this field to add additional information about the template

  • ‚Units‘: choose which measurement scale you’re going to be using for the template. This should probably match the unit of measurement used on the template description provided by the product vendor.

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

The measurements, number of columns and number of rows can be found on the packaging, on the vendor’s website or they can be measured manually.

  • Page height: height of the page

  • Page width: width of the page

  • Label width: width of the label

    Image showing a barcode label, a double arrow indicates the label width, pointing to the left and right sides

  • Label height: height of the label

    Image showing a barcode label, a double arrow indicates the label height, pointing to the top and bottom sides

  • Top page margin: height between the top of the page and the top of the first row of labels

    Image showing a barcode label, a double arrow indicates the top page margin, pointing from the top of the page to the top of the label

  • Left page margin: width between the left side of the page and the left side of the first column of labels

    Image showing a barcode label, a double arrow indicates the left page margin, pointing from the left side of the page to the left side of the label

  • Top text margin: height between the top of the label and the top of the first line of text

    Image showing a barcode label, a double arrow indicates the top text margin, pointing from the top of the label to the top of the barcode

  • Left text margin: width between the left side of the label and the start of the text

    Image showing a barcode label, a double arrow indicates the left text margin, pointing from the left side of the label to the leftmost side of the barcode

    Poznámka

    If you do not supply a left text margin in the template, a 3/16“ (13.5 point) left text margin will apply by default.

  • Number of columns: number of columns of labels in a page, or number of labels per row

  • Number of rows: number of rows of labels in a page, or number of labels per column

  • Gap between columns: width between two columns of labels

    Image showing a barcode label, a double arrow indicates the gap between columns, pointing from the right side of the first label to the left side of the second label in the row

  • Gap between rows: height between two rows of labels

    Image showing a barcode label, a double arrow indicates the gap between rows, pointing from the bottom side of the first label to the top side of the second label in the column

  • 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 (to which the profile is assigned).

    • Before picking a profile try printing some sample labels so that you can easily define a profile that is right for your printer/template combination.

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

Click ‚Save‘ to save the new template.

After saving, your templates will appear under Manage > Label templates.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label templates' option

Editing a template

To edit an existing template, click on the ‚Manage‘ button at the top of the label creator page and choose ‚Label template‘.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label templates' option

In the table of currently available templates, click the ‚Edit‘ button next to the template you want to edit.

Table of currently available templates

Change the necessary values and click ‚Save‘.

Deleting a template

To delete an existing template, click on the ‚Manage‘ button at the top of the label creator page and choose ‚Label template‘.

In the table of currently available layouts, click the ‚Delete‘ button next to the layout you want to delete, and confirm the deletion.

Table of currently available templates

Pinter profiles

  • Get there: More > Cataloging > Tools > Label creator > Manage >

    Printer 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 (to which the profile is assigned). 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 label, you need to set up a profile for each printer to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

If your labels are printing just the way you want, you will not need a profile.

Adding a printer profile

To add a new profile, click on the ‚New‘ button at the top of the label creator tool and choose ‚Printer profile‘.

'New' menu in the label creator page is opened and the mouse cursor is on the 'Printer profile' option

Using the form that appears you can create a profile to fix any problems with your template.

New printer profile form

  • ‚Printer name‘: enter a name for the printer. It does not have to match your printer exactly, it is only used for reference within Koha, so you can use the printer model number or you can call it ‚the printer on my desk‘.

  • ‚Paper bin‘: enter a name for the printer’s paper tray. Like the printer name, it is only used as a reference.

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

  • ‚Units‘: define what measurement scale you’re using for your profile.

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

The next sections are used to adjust the label printing.

  • Offset describes what happens 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

    Poznámka

    For these values, negative numbers move the error up and to the left and positive numbers move the error down and to the right

    Example: the text is .25“ from the left edge of the first label, .28“ from the left edge of the second label and .31“ from the left edge of the third label. This means the horizontal creep should be set to .03“ to make up for this difference.

Click ‚Save‘ to save the new profile.

After saving, your profiles will appear under Manage > Printer profiles.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Printer profiles' option

Once you have saved your new profile, you can return to the list of templates and edit the template that this profile is for.

Editing a printer profile

To edit an existing printer profile, click on the ‚Manage‘ button at the top of the label creator page and choose ‚Printer profiles‘.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Printer profiles' option

In the table of currently available printer profiles, click the ‚Edit‘ button next to the profile you want to edit.

Table of currently available printer profiles

Change the necessary values and click ‚Save‘.

Deleting a printer profile

To delete an existing printer profile, click on the ‚Manage‘ button at the top of the label creator page and choose ‚Printer profiles‘.

In the table of currently available profiles, click the ‚Delete‘ button next to the profile you want to delete, and confirm the deletion.

Table of currently available printer profiles

Label batches

  • Get there: More > Cataloging > Tools > Label creator > Manage > Label batches

Batches are made up of the items for which you would like to print labels. Once in this tool you can search for the item records you would like to print out labels for.

Adding a label batch

Batches can be created in one of two ways. The first is to click the ‚Create label batch‘ link on the Staged MARC management page.

Table of staged files

The other is to choose to create a new batch from the label creator tool

'New' menu in the label creator page is opened and the mouse cursor is on the 'Label batch' option

You will be brought to an empty batch with a box to scan barcodes or itemnumbers in to and an ‚Add item(s)‘ button at the bottom of the page.

New label batch form

You can either scan barcodes in to the box provided and click the ‚Add item(s)‘ button or you can click the ‚Add item(s)‘ button with the barcodes box empty. Clicking ‚Add item(s)‘ with nothing in the barcodes box will open a search window for you to find the items you want to add to the batch.

Item search form to add items to a label batch

From the search results, click the check box next to the items you want to add to the batch and click the ‚Add checked‘ button. You can also add items one by one by clicking the ‚Add‘ link to the left of each item.

Search results for adding items to a label batch

Once you have added all of the items click the ‚Done‘ button. Click again on the ‚Add item(s)‘ button to transfer the items from the barcode box to the batch. The resulting page will list the items you have selected.

Table showing items in a label batch

If some items were added more than once by accident, you can click the ‚Remove duplicates‘ button. This will check barcodes and remove any duplicates from the batch.

If you need to remove some items from the batch, select them by checking the box on the right and click the ‚Remove selected items‘ button.

Optionally, you can add a description to this batch, in case you need to find it later. Enter a description in the ‚Batch description‘ field and click ‚Save description‘. This description will appear in the ‚Currently available batches‘ page.

To print your labels, click the ‚Export full batch‘ button. To print only some of the labels, select the items and click the ‚Export selected item(s)‘ button. To print only one label from the batch, click the ‚Export‘ button to the right of that item. Either way you will be presented with a confirmation screen where you can choose your template and layout. If you’re using a sheet of labels that is not complete, you can enter the starting label (labels are counted horizontally).

Options for choosing the layout and format of the labels to create, and the starting label

You will then be presented with three download options: PDF, CSV, or XML.

Options to download the generated labels: PDF, CSV or XML.

After saving your file, simply print on the blank labels you have in your library.

The batch is saved for later use, if needed, and is accessible under Manage > Label batches.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label batches' option

Editing a label batch

To edit an existing label batch, click on the ‚Manage‘ button at the top of the label creator page and choose ‚Label batches‘.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label batches' option

You will access currently available batches.

Table of currently available label batches

You can print one or more batches directly from this page by checking the box to the right of the batch or batches to print and clicking ‚Export selected‘.

To edit a batch, click the ‚Edit‘ button next to the batch you want to edit.

Deleting a label batch

To delete an existing label batch, click on the ‚Manage‘ button at the top of the label creator page and choose ‚Label batches‘.

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label batches' option

You will access currently available batches.

Table of currently available label batches

Click the ‚Delete‘ button next to the batch you want to delete, and confirm the deletion.

You can also delete a batch from the batch page itself, by clicking the ‚Delete batch‘ button above the table of items in the batch.

Barcode range

  • Get there: More > Cataloging > Tools > Label creator > New > Barcode range

If you want to print your barcode labels in advance, before even cataloging the items, you can choose to add a batch of a range of barcodes.

Click ‚New‘ and choose ‚Barcode range‘ from the label creator tool.

'New' menu in the label creator page is opened and the mouse cursor is on the 'Barcode range' option

Enter the starting and ending barcodes.

New barcode range form

Varování

The barcode range tool does not accept leading zeroes. If you enter 0001234 the barcode that will be printed will be 1234.

Click ‚Print range‘.

You will be presented with the confirmation screen where you can choose your template and layout and enter the starting label if using an incomplete sheet of labels.

Options for choosing the layout and format of the labels to create, and the starting label

Poznámka

The only download option for barcode ranges is PDF.

Save the file and print it on a blank sheet of labels.

Barcode generator

  • Get there: More > Cataloging > Tools > Barcode generator

Koha offers a barcode generator tool that can be used to create images of barcodes for various uses (in notices for example).

This tool can be used for a number of types of barcodes, as well as QR codes.

It will create an image from the given barcode in the chosen barcode format and also generate a unique HTML tag which can be used anywhere.

Form to generate a barcode image

To generate a new image, fill out the form.

  • Barcode type: choose the barcode type to be used

    Poznámka

    Most barcode types allow only numerical characters.

    The following allow alphanumeric characters:

    • Code39

    • NW7

    • QRcode

    Some barcode types (EAN13, EAN8, UPCA, and UPCE) expect specific patterns (which can be found here https://barcode.tec-it.com/en/ under EAN/UPC).

  • Hide text: check this box if you only want the actual barcode on the image. If unchecked, the number will be printed in human readable characters under the barcode.

  • Barcode height: enter the height in pixels the barcode image should have

  • Barcode: enter the barcode to be printed

Click ‚Show barcode‘.

Barcode generator tool, on the right there is a barcode image and an HTML img tag

On the right of the screen is the barcode image, which can be downloaded or printed.

Under the image, there is an HTML ‚img‘ tag. You can copy the tag and paste it anywhere you need the barcode to appear (however, note that it is only available in the staff interface).

For a QR Code, the options are slightly different. Instead of ‚Barcode height‘, there is a ‚QR Code module size‘ field that can be adjusted by slider. The number refers to the size in pixels of each black or white square in the code (modules). The larger the modules, the larger the image will be.

A QR Code can take not only alphanumeric characters, but any type of textual information, such as a URL or even a short text.

Barcode generator tool, on the right there is a qr code image and an HTML img tag

Quick spine label creator

  • Get there: More > Cataloging > Tools > Quick spine label creator

Poznámka

This tool does not use the label layouts or templates, it simply prints a spine label in the first spot on the label sheet, or on a single label from a label printer.

  • Define the fields you want to print on the spine label in the SpineLabelFormat system preference

  • Format your label printing by editing spinelabel.css found in koha-tmpl/intranet-tmpl/prog/en/css/

Quick spine label creator form

To use this tool you simply need the barcode for the book you’d like to print the spine label for, and click ‚View spine label‘.

Quick spine label printing page, the callnumber is displayed in the page, and at the bottom, there are two buttons 'Print this label', and 'Edit this label'

From the page that appears, click ‚Print this label‘.

If for some reason you need to change the callnumber, click ‚Edit this label‘. The lock icon on the button will become unlocked, and you will be able to click on the callnumber to edit it.

Quick spine label printing page, the callnumber is displayed in the page, and at the bottom, there are two buttons 'Print this label', and 'Edit this label'; The lock icon next to the 'Edit this label' button is unlocked, the mouse cursor is on the callnumber and there are additional characters

Autority

Záznamy autorit jsou způsob, jak kontrolovat pole ve Vašich MARC záznamech. Použití záznamů autorit Vám umožní kontrolu nad záhlavími předmětů, osobními jmény a místy.

Adding authorities

To add a new authority record you can either choose the authority type from the ‚New authority‘ button or search another library by clicking the ‚New from Z39.50‘ button.

image702

Pokud si zvolíte vytvářet zcela nový záznam, objeví se čistý formulář, který vám umožní zadat všechny potřebné údaje.

image703

Chcete-li rozbalit sbalené hodnoty stačí kliknout na název a podpole se objeví. Chcete-li duplikovat pole nebo podpole, stačí kliknout na znaménko plus (+) na pravé straně štítku. Chcete-li používat pluginy pole pomocné jednoduše klepněte na tlačítko elipsy (…) na pravé straně pole.

Při propojování autorit na jiná záhlaví, můžete použít plugin vyhledávače autorit klepnutím na tlačítko s třemi tečkami (…) na pravé straně pole.

image704

Zde můžete vyhledat autoritu ve Vašem souboru autorit a následně ji propojit s bibliografickým záznamem. Pokud nenajdete vyhovující autoritu, klikněte na tlačítko ‚Vytvořit novou‘ a přidejte ji. Tento zásuvný modul také umožňuje nastavit vztahy mezi autoritami.

image705

Pokud zvolíte stažení autoritního záznamu, bude zobrazen vyhledávací formulář.

image706

Jednotlivé záznamy můžete stáhnout do systému Koha pomocí odkazu „Importovat“ napravo.

image707

Bude zobrazen formulář, ve kterém budete moci upravit autoritní záznam předtím, než bude uložen do systému.

image708

Searching authorities

Ze stránky autorit můžete vyhledávat existující termíny a bibliografické záznamy, ke kterým jsou přiřazené.

image709

From the results you will see the authority record, how many bibliographic records it is attached to, an ‚Actions‘ menu that includes the ability to edit, merge and delete (if there are no bibliographic records attached).

image710

Clicking on the ‚Details‘ link to the right of the authority record summary will open the full record and the option to edit the record.

image711

If the authority has ‚See also’s in it you will see those broken out on the search results, clicking the linked headings will run a search for that heading instead.

image712

Editing authorities

Autority mohou být upraveny kliknutím na souhrn o autoritě ve výsledcích vyhledávání a potom kliknutím na tlačítko ‚Upravit‘ nad záznamem.

Authority editing form

Once you’ve made the necessary edits, simply click ‚Save‘.

Depending on the number of bibliographic records this authority record is linked to, the bibliographic records may be updated right away. This depends on the value in the AuthorityMergeLimit system preference (the default is 50). If the number of bibliographic records is under the value of AuthorityMergeLimit, the bibliographic records will be changed right away. If the number of bibliographic records exceeds the value of AuthorityMergeLimit, they will only be updated when the merge_authorities.pl script is run.

Chcete-li odstranit autoritní záznam musíte se nejprve ujistit, že není spojen s bibliografickým záznamem. Pokud není používán žádnými bibliografickými záznamy odkaz pro „Delete“ se zobrazí v pravé části záznamu o výsledcích vyhledávání jako tlačítko, které se objeví po kliknutí na shrnutí autoritního záznamu.

Merging authorities

If you have duplicate authority records you can merge them together by clicking the ‚Merge‘ link, found in the Actions menu, next to two results on an authority search.

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After clicking ‚Merge‘ on the first result you will see that authority listed at the top of the results.

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Next you need to click ‚Merge‘ next to the second result you’d like to merge.

Pokud chcete vybrané záznamy sloučit, klikněte na tlačítko ‚Sloučit vybrané položky‘. Budete dotázáni, který ze dvou záznamů bude zachován jako primární a který má být po sloučení smazán.

image716

Zobrazí se Vám oba záznamy MARC. Ve výchozím stavu je vybrán celý první záznam, odškrtněte pole která nechcete mít ve výsledném záznamu a potom se přesuňte k druhému záznamu a vyberte pole, která mají být ve výsledném záznamu.

image717

Jakmile jste dokončili svůj výběr, klikněte na tlačítko „Sloučit“. Primární záznam bude nyní obsahovat údaje, které jste pro něj zvolili, stejně jako všechny jednotky/exempláře z obou bibliografických záznamů a druhý záznam bude vymazán.

image718

If you have two authority records for the same heading in different frameworks, you can merge them together by clicking the ‘Merge’ link, found in the actions menu, next to two results on an authority search. For example, these authority records using different frameworks can be merged.

Screenshot of authority search        results for Ahab, Captain, the top one a Topical Term and the bottom one a Personal Name

If you select the ‚Merge‘ link, found in the action menu of the top record.

Same screenshot showing the opened Edit menu with Merge selected

You will see that authority record listed at the top of the results.

Screenshot showing the authorized term and its authority record number, and Cancel Merge option at top of search results

Next you need to select ‘Merge’ next to the second result you’d like to merge.

You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge. You will also use the dropdown menu to pick which framework to use.

Screenshot showing the top record selected as Primary with the Using Framework menu opened and Personal Name selected

You will be presented with the MARC for both of the records (each accessible by tabs labeled with the authority numbers for those records). By default the entire first record will be selected, uncheck the fields you don’t want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.

The „ref“ record (the primary record) will be in the framework that you chose:

Screenshot of the Merging Records window showing the Source Records and Destination Records in MARC

Once you have completed your selections click the ‘Merge’ button. The primary record will now contain the data you chose for it and the second record will be deleted.

Screenshot showing the new Primary Record

The MARC tag of the linked headings will have been updated accordingly.

Screenshot of one bibliographic record's linked subject heading for Ahab, Captain, now updated from a 650 Topic field to a 600 Personal Name field

Exporting data

  • Get there: More > Cataloging > Export > Export catalog data

Koha comes with a tool that will allow you to export your bibliographic, items and authority records in bulk. This can be used to send your records to fellow libraries, organizations or services; or simply for backup purposes.

Exporting bibliographic records

At the top of the screen you need to pick what data you’re exporting. If you’re exporting bibliographic records with or without the item information, click the ‚Export bibliographic records‘ tab.

  • Fill in the form in order to limit which records are exported (all fields are optional)

    Form to export bibliographic records

    • From biblionumber / To biblionumber: limit the exportation to a range of biblionumbers

    • Item type: limit to a specific item type, or several item types

      Varování

      This limit will use the item type defined in the item-level_itypes system preference.

      If the item-level_itypes system preference is set to ‚specific item‘ and there are no items attached to a bibliographic record, that record will not be exported.

      To export all bibliographic records of a specific type, the item-level_itypes system preference needs to be set to ‚bibliographic record‘.

    • With items owned by the following libraries: limit to a specific library or group of libraries

      Varování

      This is a filter; if this is set to the default value (all libraries selected), or select one or more libraries, bibliographic records with no items attached will not be exported.

      To get bibliographic records with no items, ‚clear all‘ selected libraries (i.e. de-select all libraries).

    • Call number range: limit to a call number range

    • Accession date (inclusive): limit to an acquisition date range

    • Use a file: you can load a file of biblionumbers of the records to be exported. The file type needs to be .csv or .txt

    • Don’t export items: by default, items will be exported. Check this box to only export bibliographic records

    • Remove items not owned by selected libraries: check this box to limit the exported items to items from the library you’re logged in as (if the ‚With items owned by the following libraries‘ field above is set to ‚All‘) or to the library or libraries selected above

    • Don’t export fields: enter which fields that should not be exported, separated by spaces. This can be handy if you’re sharing your data, you can remove all local fields before sending your data to another library

    • File format: choose the file type, MARC or MARCXML

    • File name: if needed, enter a new file name for the export file

    • Click ‚Export bibliographic records‘

Exporting authority records

At the top of the screen you need to pick what data you’re exporting. If you’re exporting authority records, click the ‚Export authority records‘ tab.

  • Fill in the form in order to limit which records are exported (all fields are optional)

    Form to export authority records

    • From authid / To authid: limit the exportation to a range of authids

    • Authority type: limit the exportation to records of a specific authority type

    • Use a file: you can load a file of authids of the records to be exported. The file type needs to be .csv or .txt

    • Next choose fields that you would like to exclude from the export separated by a space (no commas)

    • Don’t export fields: enter which fields that should not be exported, separated by spaces.

      • To exclude all subfields of the 200 field, for example, just enter 200

      • To exclude a specific subfield, enter it beside the field value. For example, 100a will exclude just the subfield ‚a‘ of the 100 field

    • File format: choose the file type, MARC or MARCXML

    • File name: if needed, enter a new file name for the export file

    • Click ‚Export authority records‘

Inventory

  • Get there: More > Cataloging > Reports > Inventory

Koha’s inventory tool can be used in one of three ways:

  1. By creating a shelf list that you can then mark items off on;

  2. By uploading barcodes gathered by a portable scanner;

  3. By comparing barcodes gathered by a portable scanner or scanned directly to a generated shelf list.

Creating a shelf list

If you do not have the ability to use your barcode scanner on the floor of the library, the option available to you is to generate a shelf list based on criteria you enter. You can then print it to use while walking around the library checking your collection or use it directly in Koha on a portable device.

The inventory form, the sections Item location filters, Optional filters for inventory lists or comparing barcodes, and Additional options

First, choose the criteria for the items you want to print out on a list. All parameters are optional, but if none are selected, the resulting list might be quite large.

  • Library: choose the branch you want to check, as well as if that branch is the home library or the current holding library of the items.

  • Shelving location (items.location) is: you can filter by location.

  • Item callnumber between … and …: you can also limit the list to a specific range of callnumbers.

  • Call number classification scheme: if filtering by call number, make sure to choose the correct classification scheme

You can filter even more with item statuses (not for loan status, lost status, withdrawn status or damaged status). Check the boxes next to the statuses you want to include. For example, if you are using the list to shelf read, check only the ‚for loan‘ status as the other items probably won’t be on the shelves.

  • Last inventory date: enter a date here to skip items that have been marked as seen recently.

  • Skip items on loan: check this box to filter out loaned items from the list.

  • Skip items on hold awaiting pickup: check this box to filter out items that are awaiting pickup by patrons

  • Item types: check the boxes next to the item types you want to include in your shelf list

  • Export to CSV file: check this box to generate a CSV file for altering in an application on your desktop. If this box is unchecked, the list will be presented on the screen.

Click on ‚Submit‘ to generate your shelf list.

A table presenting the items corresponding to the filters

Once you have found the items on your shelves, return to this list and check the boxes next to the items you found. Next, click on one of the three buttons to continue:

Buttons in the inventory tool Mark seen and quit, Mark seen and continue, Continue without marking

  • Mark seen and quit: updates the ‚last seen‘ date of the checked items to today and returns to the previous screen.

  • Mark seen and continue: updates the ‚last seen‘ date of the checked items to today and shows the next page of the list.

  • Continue without marking: doesn’t update any of the items on this page and shows the next page of the list.

Uploading barcodes with a scanner

If you have a portable scanner (or a laptop and USB scanner) you can walk through the library with the scanner in hand and scan barcodes as you come across them (on a laptop, scan the barcodes into a text file or directly into the on screen text box). Once finished you can then upload the text file generated by the scanner to Koha.

The inventory form, the sections Use a barcode file, Or scan items one by one, and Parameters

  • Set inventory date to: choose the date you want to mark all items as last seen.

  • Compare barcodes list to results: uncheck for this method.

  • Do not check in item scanned during inventory: unless this is checked, Koha will check in items scanned, as it is assumed that they are on the shelf and so not loaned out. If you do not want to check in scanned items, check this option.

  • Check barcodes list for items shelved out of order: if this option is checked, Koha will compare the call numbers and make sure they are in the correct order.

Click ‚Submit‘. This will update all the items‘ ‚last seen‘ date to the chosen date.

Once you have the updated the last seen date for all items scanned during the inventory it is possible to use reports to identify items that were not scanned and can therefore be assumed missing (you can use the batch item modification tool to change the LOST status of these items). There are sample reports you can use on the Koha SQL Reports Library.

Comparing scanned barcodes to a shelf list

Alternatively, you can combine the two methods to automatically compare a list of scanned barcodes with a generated list.

First, upload you barcode file or scan the barcodes in the box.

  • Set inventory date to: choose the date you want to appear in the items‘ ‚last seen‘ field.

  • Compare barcodes list to results: should automatically be checked.

  • Do not check in items scanned during inventory: make sure to check this option if you do not want the scanned items to be automatically checked-in if they are checked-out.

Choose the filters (library, shelving location, callnumbers, statuses or item types) to generate a list with which to compare your barcodes. Click on ‚Submit‘.

Poznámka

Depending on the number of barcodes you are comparing, this may take a few minutes. It is not recommended to compare lists of more than 1000 barcodes as this may cause a session timeout.

Once Koha has finished comparing the barcodes file to the generated list, it will return the number of items updated and a list of problematic items.

Poznámka

Unlike when creating a shelf list, the list that will be presented here will only contain the items that Koha has determined are problematic.

  • Missing (not scanned): the item is in the generated list but not in the barcodes file.

  • Found in wrong place: the item is in the barcodes list, but not in the generated list.

  • Still checked out: the item is checked out, but is in the generated list. It was not automatically checked in.

  • No barcode: the barcode doesn’t exist.

  • Unknown not-for-loan status: the item has ‚not for loan‘ status that is not in the NOT_LOAN authorized values list

  • Item may be shelved out of order: the callnumber is out of order

Cataloging guides

Bibliographic record cataloging cheat sheet

Pole

Štítek

Popis

Návod

000

LEADER

Popisuje záznam (tj. nahrazuje) – je to záznam pro monografii? Pro seriál?

Klepněte v tomto poli, abyste ho vyplnili. Poté nastavte „Bibliografickou úroveň“ na „a“ pro články nebo „s“ pro seriály. Jinak nechte vše jak je.

001

ŘÍDÍCÍ ČÍSLO

Přístupové číslo

Vložte sem přístupové číslo napsané uvnitř jednotky. Pro články a jednotky, které nemají přístupvé číslo, nechte prázdné.

003

CONTROL NUMBER IDENTIFIER

Your MARC organizational code

Click in this field to fill it in (will auto fill if you have your MARCOrgCode preference set).

005

D & T LATEST TRANSACTION

Aktuální datum a čas.

Klikněte v tomto poli abyste ho vyplnili.

008

Pole pevné délky

Pole obsahující strojem čitelné kódy pro řadu údajů.

Obecně budete používat pouze ‚s‘ (single) nebo „m“ (multi) možnosti pro pozici 06 - na první z nich, kdy byla položka publikována v jednom roce, v druhém případě, když to bylo vydáváno v průběhu několika let. Pokud je jedno datum, zadejte toto datum v prvním poli (pozice 07-10). Zadejte třímístný kód země na pozicích 15-17, přidejte mezery v případě, že kód země je kratší než tři znaky. Pokud publikace obsahuje rejstřík, poznamenejte tuto skutečnost na pozici 31. Zadejte třípísmenný kód jazyka v pozicích 35-37.

010

LCCN

Číslo přiřazené Kongresovou knihovnou USA k jednoznačné identifikaci titulu

Podívejte se na stránku kde jsou autorská práva na knihu (pokud to bylo vydáváno v USA), nebo v katalogu LC toto číslo. Pokud toto nemůžete najít, ponechte to tak.

020

ISBN

Unikátní číslo užívané vydavateli k identifikaci vydání titulu.

Pokud toto číslo není v knize uvedeno, pravděpodobně neexistuje.

022

ISSN

Unikátní číslo používané vydavateli k identifikaci seriálů (periodik).

Pokud toto číslo není v knize uvedeno, pravděpodobně neexistuje.

033

Datum/čas události (akce)

Používá se jako datum/čas aukce. Povinné pro aukční katalogy.

U aukcí, které se konaly v jeden den, zadejte datum dražby ve formátu RRRRMMDD v podpoli „a“ a „0“ v prvním indikátoru. U aukcí, které se konaly v průběhu dvou po sobě jdoucích dní nebo libovolný počet ne po sobě jdoucích dnů, vytvořte podpole „a“ pro každý den s datem ve formátu RRRRMMDD a dejte ‚1 ‚v prvním indikátoru. U aukcí, které se konaly více než dva dny po sobě, vytvořte podpole „a“ (ve formátu RRRRMMDD) na první den a podpole „a“ (také ve formátu RRRRMMDD) na poslední den a dejte ‚2 ‚v prvním indikátoru.

040

CATALOGING SOURCE (Původ katalogizace)

Identifikuje které knihovny vytvořily a upravily tento záznam.

Pro importované záznamy, přidejte podpole „d“ s OCLC kódem jako hodnotou. U nových záznamů se ujistěte se, že podpole „c“ s OCLC kódem jako hodnotou.

041

kód jazyka

Identifikuje všechny jazyky používané v titulu, když jsou použity dva nebo více jazyků.

U podstatných částí textu v daném jazyce, je potřeba vytvořit podpole „a“ s tímto kódem jazyka. Pokud existuje pouze souhrn nebo abstrakt v určitém jazyce, vytvořte podpole „b“ s kódem tohoto jazyka.

100

HLAVNÍ ZÁHLAVÍ - osobní jméno

Autiorizovaná forma jména hlavního autora

Podívejte se na list autorizovaných záhlaví a AACR2. První indikátor by obecně měl být ‚1 ‚, což znamená, že je příjmení (family) jako první. Pokud se název skládá pouze ze jména (křestního) musí být první indikátor ‚0 ‚.

110

HLAVNÍ ZÁHLAVÍ – Jméno korporace

Autorizovaná forma jména hlavního korporárního autora. Povinné pro aukční katalogy.

Aukční katalogy by měly používat spíše pole 110 než pole 100. Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na ‚2 ‚.

111

HLAVNÍ ZÁHLAVÍ – Jméno akce nebo události

Autorizovaná forma jména akce nebo události, která je hlavním původcem dokumentu (např. sborníky z konferencí)

Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na ‚2 ‚.

245

ÚDAJE O NÁZVU

Přepis názvu z titulní strany (nebo hlavního zdroje informací)

Zadejte název do podpole „a“, vedlejší název do podpole „b“, a prohlášení o autorské odpovědnosti do podpole „c“. Pokud vytváříte záznam pro jeden svazek nebo část vícedílné položky, měli byste dát číslo dílu do podpole „n“ a jméno části do podpole „p“. Pro aukční katalogy, datum (v „dd/mm/rrrr formátu) musí být uvedeno v hranatých závorkách v podpoli „f“. Viz interpunkční list ISBD. Nastavte první indikátor na ‚0 ‚, pokud není uveden autor, jinak ho nastavte a ‚1‘. Nastavte druhý indikátor na počet vyloučenách znaků zleva, které nepoužívají pro třídění (např. znaky v členech + 1 mezera, pro „The Economist“ jsou vyločené znaky „The_“ nastavte druhý indikátor na „4“).

246

VARIANTNÍ NÁZEV

Variantní název titulu pro účely vyhledávání a objednávání

Pokud čtenář by mohl vyhledávat dílo pod jiným názuvem, zadejte jej zde. Nezahrnují se počáteční členy. První indikátor by měl být ‚3 ‚, není-li variantní název pouze variantou pravopisu, přičemž v tomto případě by měl být první indikátor ‚1‘.

250

ÚDAJE O VYDÁNÍ

Přepis údajů o vydání z titulní stránky (nebo z hlavního zdroje katalogizace)

Přepište údaje o vydání přesně tak, jak jsou na tiráži. Můžete údaje o vydání zkrátit, pokud jsou velmi dlouhé.

260

ÚDAJE O VYDAVATELI

Informace o publikaci.

Dejte místo publikace do podpole „a“, vydavatele do podpole „b“, a rok vydání (nebo pravděpodobný rok vydání) do podpole „c“. Viz ISBD interpunkční list.

264

PRODUCTION, PUBLICATION ETC.

Production, Publication, Distribution, Manufacture, and Copyright Notice.

Put the location of publication in subfield ‚a‘, the publisher in subfield ‚b‘, and the year (or probable year) in subfield ‚c‘. See ISBD punctuation sheet. The label is set dynamically from the second indicator so generally this would be set to ‚1‘ for Publisher: .

300

FYZICKÝ POPIS

Fyzický popis

Do podlpole „a“ vložte počet stránek, krátký popis speciálního obsahu jako ilustrace, mapky, barvy, atd. vložte do podpole „b“ (viz pravidla AACR2), a rozměry knihy do podpole „c“. Viz ISBD interpunkční list.

490

ÚDAJE O EDICI

Ukazuje údaje o edici, tak jak jsou vypsána na jednotce (knize, čísle časopisu, …)

Opište edici do podpole „a“ a číslo svazku v edici do podpole“v“. Viz ISBD interpunkční list. Nastavte první indikátor na ‚1 ‚, pokud používáte pole 830. Toto je obecné pravidlo, které by mělo být dodrženo.

500

VŠEOBECNÁ POZNÁMKA

Poznámky které nepatří do žádné specifické kategorie.

Vložte poznámky jako věty, s opakovanými poli 500 pro každý odlišný námět.

501

POZNÁMKA SPOLEČNĚ S

Poznámky, zda titul je vázán s tituly popsanými v jiných záznamech.

Popište propojení v podpoli „a“

504

POZNÁMKA O BIBLIOGRAFII, ATD.

Indikuje, že uvnitř jednotky je obsažena bibliografie.

Pokud dílo obsahuje bibliografii a rejstřík, vložte text „Obsahuje bibliografické odkazy (str. XXX-XXX) a rejstřík.“ v podpoli „a“. Pokud dílo neobsahuje rejstřík, tuto část věty odstraňte. V případě, že bibliografické odkazy jsou roztroušeny po celém díle a nejsou shrnuty v odlišné sekci, odstraňte závorku se stránkami.

505

FORMALIZOVANÁ POZNÁMKA K OBSAHU

Obsah vypsaný standardním fomátem. Neformátovaný obsah může být vypsán v poli 500 (Všeobecná poznámka)

Viz ISBD interpunkční list. Nastavte první indikátor na ‚0 ‚. Druhý indikátor nastavte na „0“ pokud jednotlivé kapitoly zapisujete do opakovaných podpolí. V opačném případě nechte druhý indikátor prázdný.

518

POZNÁMKA O DATU A MÍSTU ZAZNAMENÁNÍ DÍLA

Používá se pro data o události (aukce).

Pro aukční katalogy, vložte datum aukce ve formátu „Únor 2, 1984“ v podpoli „a“

520

ABSTRAKT, ATD.

Krátké shrnutí nebo abstrakt knihy nebo článku.

Obecně nemusíte psát shrnutí. Shrnutí by mohlo být žádané pro díla, které nelze nechat prohlížet čtenářům, jako jsou knihyna kyselém papíře nebo CD-ROM.

546

POZNÁMKA O JAZYKU

Poznámka popisující jazyky používané v díle

Je potřeba jen u děl používající více jazyků. Viz ISBD interpunkční list.

561

POZNÁMKA O HISTOTORII VLASTNICTVÍ

Popisuje předchozí vlastnictví díla

Používá se pouze pro vzácné tisky.

563

POZNÁMKA O VAZBĚ

Popisuje údaje o vazbě jednotek (exempláře)

Používá se pouze pro vzácné tisky.

590

POZNÁMKY NÁRODNÍHO POUŽITÍ

Lokální poznámky. Povinné pro aukční katalogy.

Používá se pro aukční katalogy, aby se ukázalo jaké typy mincí jsou prodávány v aukci - římské, řecké, atd.

600

VEDLEJŠÍ VĚCNÉ ZÁHLAVÍ - osobní jméno

Autorizovaná forma jména setkání diskutováného v díle

Podívejte se na list autorizovaných záhlaví a AACR2. První indikátor by obecně měl být ‚1 ‚, což znamená, že první položka je příjmení. Pokud se název skládá pouze ze jména, pak musí být první indikátor „0“. Pokud jste našli jméno v autoritách Library of Congress, nastavte druhý indikátor na ‚0 ‚. V opačném případě nastavte druhý indikátor ‚4 ‚.

610

VEDLEJŠÍ VĚCNÉ ZÁHLAVÍ – jméno korporace

Autorizovaná forma korporátních jmén pro organizace diskutováných v díle

Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na ‚2 ‚. Pokud jste našli jméno v autoritách Library of Congress, nastavte druhý indikátor na ‚0 ‚. V opačném případě nastavte druhý indikátor na ‚4 ‚.

611

VEDLEJŠÍ VĚCNÉ ZÁHLAVÍ - jméno akce

Autorizovaná forma jména setkání zpracovaného v díle

Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na ‚2 ‚. Pokud jste našli jméno v autoritách Library of Congress, nastavte druhý indikátor na ‚0 ‚. V opačném případě nastavte druhý indikátor na ‚4 ‚.

630

VEDLEJŠÍ VĚCNÉ ZÁHLAVÍ - unifikovaný název

Autorizovaná forma jmen jiných děl diskutováných v díle

Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na počet vyloučených znaků (tj. znaky členů + 1 mezera, např. pro „The Economist“ nastavte první indikátor ‚4 ‚). Pokud jste našli název v autoritách Library of Congress, nastavte druhý indikátor na ‚0 ‚. V opačném případě nastavte druhý indikátor ‚4 ‚.

650

VEDLEJŠÍ VĚCNÉ ZÁHLAVÍ - - věcné téma

Výraz Library of Congress Subject Heading (LCSH) popsující předmět díla

Podívejte se na list autorizovaných záhlaví a AACR2. Pokud jste našli název v autoritách LC, nastavte druhý indikátor na ‚0 ‚. V opačném případě nastavte druhý indikátor na ‚4 ‚

651

VEDLEJŠÍ VĚCNÉ ZÁHLAVÍ –geografické jméno

Geografické jméno Library of Congress Subject Heading (LCSH) popisující předmět díla

Podívejte se na list autorizovaných záhlaví a AACR2. Pokud jste našli název v autoritách LC, nastavte druhý indikátor na ‚0 ‚. V opačném případě nastavte druhý indikátor na ‚4 ‚

655

REJSTŘÍKOVÝ TERMÍN – žánr/forma

Popisuje formu uspořádání díla na rozdíl od toho, o čem dílo je.

Obecně se používá pouze pro aukčních katalogy, což by mělo žánr názvem „Aukční katalogy.“ (ujistěte se, že najít oprávněn záhlaví!) Pokud jste našli název v autoritách LC, nastavte druhý indikátor na ‚0 ‚. Pokud používáte termín z určitého tezauru, nastavte druhý indikátor 7 „a vložte kód tezauru v podpoli ‚2 ‚. V opačném případě nastavte druhý indikátor na ‚4 ‚.

690

MÍSTNÍ VĚCNÉ ZÁHLAVÍ – věcné téma

Používá se pro výrazy z jakéhokoliv vlastního (místního) souboru věcných autorit.

Pokud není k dispozici vhodný LCSH termín, můžete použít pole 690 s předmětovými hesly, která jsou vhodná i pro ostatní díla ve vašem katalogu.

691

MÍSTNÍ VĚCNÉ ZÁHLAVÍ – geografické jméno

Používá se pro výrazy z jakéhokoliv vlastního (místního) souboru věcných autorit.

Pokud není k dispozici vhodný LCSH termín, můžete použít pole 691 s geografickými jmény, která jsou vhodná i pro ostatní díla ve vašem katalogu.

700

VEDLEJŠÍ ZÁHLAVÍ – osobní jméno

Používá se pro druhé autory a dalších osob v souvislosti s vytvořením díla.

Podívejte se na list autorizovaných záhlaví a AACR2. První indikátor by obecně měl být ‚1 ‚, což znamená, že je příjmení (family) jako první. Pokud se název skládá pouze ze jména (křestního) musí být první indikátor ‚0 ‚.

710

VEDLEJŠÍ ZÁHLAVÍ - jméno korporace

Používá se pro právnické osoby (korporace) spojené s vytvořením díla (např. vydavatelé).

Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na ‚2 ‚.

711

VEDLEJŠÍ ZÁHLAVÍ – jméno akce

Používá se pro akce (události) spojených s vytvořením díla (např. sympozium, konference, která přispěla k dílu).

Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na ‚2 ‚.

730

VEDLEJŠÍ ZÁHLAVÍ – unifikovaný název

Používá se pro unifikovaný název díla spojených s popisovaným dílem (např. díla, která inspirovala popisované dílo)

Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na počet vyloučených znaků (tj. znaky členů + 1 mezera, např. pro „The Economist“ nastavte první indikátor ‚4 ‚).

773

ZDROJOVÝ DOKUMENT (HOSTITELSKÝ)

Popisuje vyšší bibliografickou jednotku, která obsahuje popisované dílo (např. kniha nebo časopis obsahující článek popisovaný v aktuálním záznamu)

If the host publication is author main entry, enter the authorized form of the author’s name in subfield ‚a‘. Put the title in subfield ‚t‘. If the host publication is an independent work, put publication information in subfield ‚d‘. When available, ISSN and ISBN should always be used in, in subfields ‚x‘ and ‚z‘ respectively. Relationship information (e.g. volume number, page number, etc.) goes in subfield ‚g‘. Subfield ‚q‘ contains an encoded representation of the location of the item: volume, issue, and section numbers are separated by colons, and the first page is entered following a ‚<‘ at the end of the subfield. See ISBD punctuation sheet. Set the first indicator to ‚0‘. If you want the label „In:“ to be generated, leave the second indicator blank. If you want something else displayed before the 773 text, set the second indicator to ‚8‘ and add a subfield ‚i‘ with the label you want at the beginning of the field (e.g. „$iOffprint from:“).

830

VEDLEJŠÍ ZÁHLAVÍ PRO EDICI - unifikovaný název

Autorizovaná forma názvu edice (série) z pole 490. Často, bude to stejné, jako na 490.

Podívejte se na list autorizovaných záhlaví a AACR2. Nastavte první indikátor na počet vyloučených znaků (tj. znaky členů + 1 mezera, např. pro „The Works of….“ nastavte první indikátor ‚4 ‚).

852

UMÍSTĚNÍ/SIGNATURA

Udává jméno sekce (oddílu) pro knihy (z doby před používáním čárových kódů), tiskoviny, a některé články a periodika.

Neukládejte nic do této oblasti, pokud katalogizujete svazek, který má pouze jeden záznam a čárový kód. Pokud jednotka nedostane čárový kód, nebo současně vytváříte záznam pro článek v ročníku, vložte sekci do podpole „a“ (viz ANS katalogizační dokumentaci) a signaturu do podpole „i“. Nastavte první indikátor na ‚8 ‚.

856

ELEKTRONICKÁ ADRESA

Odkazuje na dokument přístupný online

Vložte adresu URL elektronických kopií nebo shrnutí, atd. do podpole „u“, a titulek odkazu do podpole „y“. Nastavte první indikátor ‚4 ‚.

942

PŘIDANÉ VEDLEJŠÍ ZÁHLAVÍ (KOHA)

Používá se pro specifická data v systému Koha

Nastavte do podpole „c“ odpovídající typ jednotky.

Table: Cataloging Guide

Koha-specific fields

Koha uses three fields to store information specific to it.

At the record level, 942 is used to store information such as record-level item type, record-level call number and classification scheme.

The item (holding) information is stored in 952 in MARC21 and 995 in UNIMARC.

System control numbers for Koha are stored in 999 in MARC21 and 090 in UNIMARC.

Added entry elements (942)

942$0 - Koha issues (borrowed), all copies

This field contains the total number of issues/checkouts of all items of this record. It is populated using the update_totalissues.pl cronjob.

Mapped to: biblioitems.totalissues

Indexed in: totalissues

Varování

This field should not be editable nor edited manually.

942$2 - Source of classification or shelving scheme

This field contains the source of classification used by the record’s call number (942$h and 942$i).

There is a choice of classification sources as they are defined in administration. If no classification scheme is entered, the system will use the value entered in the DefaultClassificationSource preference.

The source of classification will be used, along with the call number itself (942$h and 942$i) to create the normalized call number used when sorting by call number.

Mapped to: biblioitems.cn_source

Indexed in: cn-bib-source

942$6 - Koha normalized classification for sorting

This field contains the normalized call number used for sorting, based on the record-level call number (942$h and 942$i) and the classification source (942$2).

Mapped to: biblioitems.cn_sort

Indexed in: cn-bib-sort

Varování

This field should not be editable nor edited manually.

942$c - Koha item type

This field contains the record-level item type.

The record-level item type is used in various places in Koha.

  • The value from 942$c is copied to 952$y as the default value when adding a new item to that record

  • The record-level item type can be used for the circulation rules if the item-level_itypes system preference allows it (this system preference lets you choose between using the record-level or item-level item type for the circulation rules, among other things)

  • The record-level item type is indexed and used in the search (see also the AdvancedSearchTypes system preference) as well as the facets (this is useful to find records that don’t have items, like records for online resources, ebooks, pdf files, etc.)

  • The record-level item type is used for record-level/“next available“ holds

  • The record-level item type is used for record-level article requests

  • The record-level item type is displayed in various tables in the staff interface, in the circulation module among other places (it is possible to hide unwanted columns in the ‚Table settings‘ section of the Administration module)

Mapped to: biblioitems.itemtype

Indexed in: itemtype (mc-itemtype), itype (mc-itype)

942$e - Edition

This field contains the edition information.

942$h - Classification part

This field contains classification part of the call number. It is used, along with 942$2 and 942$i to create the normalized call number (942$6) used when sorting by call number.

Mapped to: biblioitems.cn_class

Indexed in: cn-class

942$i - Item part

This field contains item part of the call number. It is used, along with 942$2 and 942$h to create the normalized call number (942$6) used when sorting by call number.

Mapped to: biblioitems.cn_item

Indexed in: cn-item

942$k - Call number prefix

This field contains prefix to the call number.

Mapped to: biblioitems.cn_prefix

Indexed in: cn-prefix

942$m - Call number suffix

This field contains suffix to the call number.

Mapped to: biblioitems.cn_suffix

Indexed in: cn-suffix

942$n - Suppress in OPAC

If the OpacSuppression system preference is set to ‚hide‘, this field indicates if the record should be hidden from the OPAC.

In this field, ‚1‘ means the record will be hidden in the OPAC, and ‚0‘ (or empty) means the record will be visible in the OPAC.

You can use the YES_NO authorized value list in this field if you don’t want to remember the numerical values.

Indexed in: suppress

942$s - Serial record flag

This field is used by the serials module to indicate whether or not the record is associated with a serial subscription.

Mapped to: biblio.serial

Varování

This field should not be editable nor edited manually.

Location and item information (952)

Koha uses field 952 to store item (holding) information.

952$0 - Withdrawn status

Uses

  • This field is used to set the withdrawn (weeded) status of the item.

  • You can use the withdrawn status to weed items without deleting the items.

  • In the search results, the withdrawn item will be marked as unavailable.

Effects on circulation

  • A withdrawn item will not be able to be checked out.

  • A withdrawn item will not be able to be checked in unless the BlockReturnOfWithdrawnItems system preference allows it.

Values

  • The withdrawn status is numerical, ‚0‘ (or empty) means ‚not withdrawn‘ and any other number means ‚withdrawn‘.

  • By default, the field is associated with the WITHDRAWN authorized value category so you don’t have to remember the numerical values. The default values in the WITHDRAWN authorized value category are:

    • 1: Withdrawn

Display

  • Staff interface

    • Search results (withdrawn items will be marked as unavailable)

    • Holdings table in the record’s detail page

    • ‚Items‘ tab of the bibliographic record, ‚Withdrawn status‘ under ‚Statuses‘

  • OPAC

    • Search results (withdrawn items will be marked as unavailable)

    • Holdings table in the record’s detail page

    • To hide withdrawn items from the OPAC, use the OpacHiddenItems system preference.

Mapped to: items.withdrawn

Indexed in: withdrawn

952$1 - Lost status

Uses

  • This field is used to set the lost status of the item.

  • You can use the lost status to mark items as lost or missing

  • In the search results, the lost item will be marked as unavailable.

  • Marking an item lost while it is checked out can charge the replacement cost (952$v) to the patron (see WhenLostChargeReplacementFee), as well as a processing fee (the processing fee is set at the item type level)

  • The lost status can be changed automatically after a number of days overdue with the longoverdue.pl cronjob

Effects on circulation

  • The ability to check out a lost item depends on the IssueLostItem system preference.

  • The ability to check in a lost item depends on the BlockReturnOfLostItems system preference.

Values

  • The lost status is numerical, ‚0‘ (or empty) means ‚not lost‘ and any other number means ‚lost‘.

  • By default, the field is associated with the LOST authorized value category so you don’t have to remember the numerical values. The default values in the LOST authorized value category are:

    • 1: Lost

    • 2: Long Overdue (Lost)

    • 3: Lost and Paid For

    • 4: Missing

Display

  • Staff interface

    • Search results (lost items will be marked as unavailable)

    • Holdings table in the record’s detail page

    • ‚Items‘ tab of the bibliographic record, ‚Lost status‘ under ‚Statuses‘

  • OPAC

    • Search results (lost items will be marked as unavailable)

    • Holdings table in the record’s detail page

    • It’s possible to configure Koha so that lost items don’t display in the OPAC with the hidelostitems system preference.

Mapped to: items.itemlost

Indexed in: lost

952$2 - Source of classification or shelving scheme

Uses

  • This field contains the source of classification used by the record’s call number (952$o).

  • The source of classification will be used, along with the call number itself (952$o) to create the normalized call number (952$6) used when sorting by call number.

Values

Display

  • This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.cn_source

Indexed in: classification-source

952$3 - Materials specified

Uses

  • This field is used to add information about accompanying materials or to specify how many pieces the item has.

Effects on circulation

  • This information will be displayed when circulation the item so that the circulation staff knows to make sure all the accompanying material is there when checkout out and it’s still there when checking the item back in.

    Message in circulation, the message says "Note about the accompanying materials: + 1 folded map"

Values

  • This is a free text field, but it is possible to associate it to an authorized value category in the MARC framework to make it into a drop-down menu.

Display

  • Staff interface

    • This information will appear when checking out or checking in an item

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_materials or otherholdings_materials

    • ‚Items‘ tab of the bibliographic record, ‚Materials specified‘ under ‚Item information‘

  • OPAC

    • Holdings table in the record’s detail page (it is hidden by default)

      Poznámka

      Use ‚Table settings‘ if you want to show that column - Module: OPAC - Table id: holdingst - Column: item_materials

Mapped to: items.materials

Indexed in: materials-specified

952$4 - Damaged status

Uses

  • This field is used to set the damaged status of the item.

  • In the search results, the damaged item will be marked as unavailable.

Effects on circulation

  • The damaged status does not affect the ability to check out or check in an item.

  • The AllowHoldsOnDamagedItems system preference indicates whether or not damaged items can be put on hold.

Values

  • The damaged status is numerical, ‚0‘ (or empty) means ‚not damaged‘ and any other number means ‚damaged‘.

  • By default, the field is associated with the DAMAGED authorized value category so you don’t have to remember the numerical values. The default values in the DAMAGED authorized value category are:

    • 1: Damaged

Display

  • Staff interface

    • Search results (damaged items will be marked as unavailable)

    • Holdings table in the record’s detail page

    • ‚Items‘ tab of the bibliographic record, ‚Damaged status‘ under ‚Statuses‘

  • OPAC

    • Search results (damaged items will be marked as unavailable)

    • Holdings table in the record’s detail page

    • To hide damaged items from the OPAC, use the OpacHiddenItems system preference.

Mapped to: items.damaged

Indexed in: damaged

952$5 - Use restrictions

Uses

  • This field is used to set the restricted status of the item.

  • In the search results, the restricted item will be marked as available.

Effects on circulation

  • A restricted item will not be able to be checked out.

Values

  • The restricted status is numerical, ‚1‘ means restricted and ‚0‘ (or empty) means unrestricted.

Poznámka

Unlike other statuses, the restricted status can only be 0 (not restricted) or 1 (restricted).

  • By default, the field is associated with the RESTRICTED authorized value category so you don’t have to remember the numerical values. The default values in the RESTRICTED authorized value category are:

    • 1: Access Restricted

Display

  • Staff interface

    • Search results (restricted items will be marked as available)

    • Holdings table in the record’s detail page

  • OPAC

    • Search results (restricted items will be marked as available)

    • Holdings table in the record’s detail page

Mapped to: items.restricted

Indexed in: restricted

952$6 - Koha normalized classification for sorting

Varování

This field should not be editable nor edited manually.

Uses

  • This field contains the normalized call number used for sorting, based on the item-level call number (952$o) and the classification source (952$2).

Display

  • This information is not displayed anywhere in the OPAC or in the staff interface, it is for Koha’s internal use only.

Mapped to: items.cn_sort

Indexed in: cn-sort

952$7 - Not for loan status

Uses

  • This field is used to set the not for loan status of the item.

  • In the search results, the not for loan item will be marked as unavailable or for reference use only (see Reference_NFL_Statuses)

Effects on circulation

Values

  • The not for loan status is numerical, ‚0‘ (or empty) means available.

  • Negative values (< 0) mean that the item cannot be checked out, but can be put on hold.

  • Positive values (> 0) mean that the item cannot be checked out nor be put on hold.

  • By default, the field is associated with the NOT_LOAN authorized value category so you don’t have to remember the numerical values. The default values in the NOT_LOAN authorized value category are:

    • -1: Ordered

    • 1: Not For Loan

    • 2: Staff Collection

Display

  • Staff interface

    • Search results (not for loan item will be marked as unavailable or for reference use only (see Reference_NFL_Statuses))

    • Holdings table in the record’s detail page

    • ‚Items‘ tab of the bibliographic record, ‚Withdrawn status‘ under ‚Statuses‘

  • OPAC

Mapped to: items.notforloan

Indexed in: notforloan

952$8 - Collection

Uses

  • This field is used to set the collection of the item.

  • Collections in Koha are used to group items in ways other than physically (the physical location can be stored in 952$c). An example of a collection could be ‚Local authors‘.

  • Collections can also be used to limit transfers in multi-branch systems (see the Library transfer limits section of the administration) if BranchTransferLimitsType is set to ‚collection code‘

  • The collection of an item is used in the search (see the AdvancedSearchTypes system preference) as well as the facets.

Values

  • By default, the field is associated with the CCODE authorized value category. The default values in the CCODE authorized value category are:

    • FIC: Fiction

    • NFIC: Non-fiction

    • REF: Reference

Display

  • Staff interface

    • Search results

    • The collections will be part of the facets in the search results

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_ccode or otherholdings_ccode

    • Checkouts table in the patron’s file

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: collection

    • Many other places all throughout Koha

  • OPAC

Mapped to: items.ccode

Indexed in: collection-code

952$9 - Itemnumber

Varování

This field should not be editable nor edited manually.

Uses

  • The itemnumber is the internal number assigned to each item by Koha. It is unique and cannot be reattributed even when the item is deleted.

Display

  • This information is not displayed anywhere in the OPAC or in the staff interface, it is for Koha’s internal use only.

Mapped to: items.itemnumber

Indexed in: itemnumber

952$a - Home library

Required

Uses

Effects on circulation

Values

  • Libraries are defined in the libraries section of the administration page.

Display

  • Staff interface

    • Search results

    • Depending on the DisplayLibraryFacets system preference, the home library may be part of the facets in the search results

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_homebranch or otherholdings_homebranch

    • This information is displayed in the staff interface, in the ‚Items‘ tab of the bibliographic record, ‚Home library‘ under ‚Item information‘

    • Checkouts table in the patron’s file

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: homebranch

    • Many other places all throughout Koha

  • OPAC

Mapped to: items.homebranch

Indexed in: homelibrary

952$b - Current library

Required

Uses

Effects on circulation

Values

  • Libraries are defined in the libraries section of the administration page.

Display

  • Staff interface

    • Search results

    • Depending on the DisplayLibraryFacets system preference, the holding library may be part of the facets in the search results

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_holdingbranch or otherholdings_holdingbranch

    • This information is displayed in the staff interface, in the ‚Items‘ tab of the bibliographic record, ‚Current library‘ under ‚Item information‘

    • Many other places all throughout Koha

  • OPAC

Mapped to: items.holdingbranch

Indexed in: holdinglibrary

952$c - Shelving location

Uses

  • This field indicates the location of the item (physical place in the library).

  • Shelving locations in Koha are used to group items physically. An example of a shelving location could be ‚Children’s section‘.

  • The location of an item is used in the search (see the AdvancedSearchTypes system preference) as well as the facets.

  • The UpdateItemLocationOnCheckin system preference can be used to automatically change location values upon checkin

Values

  • By default, the field is associated with the LOC authorized value category. The default values in the LOC authorized value category are:

    • FIC: Fiction

    • CHLID: Children’s Area

    • DISPLAY: On Display

    • NEW: New Materials Shelf

    • STAFF: Staff Office

    • GEN: General Stacks

    • AV: Audio Visual

    • REF: Reference

    • CART: Book Cart

    • PROC: Processing Center

  • The default value for new items can be set using the NewItemsDefaultLocation system preference

Display

  • Staff interface

    • Search results

    • The locations will be part of the facets in the search results

    • Holdings table in the record’s detail page (under the home library)

    • This information is displayed in the staff interface, in the ‚Items‘ tab of the bibliographic record, ‚Home library‘ under ‚Item information‘

    • Checkouts table in the patron’s file

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: location

    • Many other places all throughout Koha

  • OPAC

Mapped to: items.location

Indexed in: location

952$d - Date acquired

Uses

  • This field is used to enter the date of acquisition of the item.

  • The acquisition date can be used in the search and the sort function in the search results

  • When using the Acquisitions module, this should be filled automatically with the acquisition date

Values

  • This should be a date in the YYYY-MM-DD format (there is a handy date picker to ensure the date is in the correct format)

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_dateaccessioned or otherholdings_dateaccessioned

    • ‚Items‘ tab of the bibliographic record, ‚Accession date‘ under ‚History‘

Mapped to: items.dateaccessioned

Indexed in: date-of-acquisition

952$e - Source of acquisition

Uses

  • This field is used to enter the vendor where the item was acquired

  • When using the Acquisitions module, this should be filled automatically with the vendor upon receiving

Values

  • This is a free text field

  • If using the Acquisitions field, the value in this field will be the vendor id rather than the vendor’s name

Display

  • This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.booksellerid

Indexed in: acqsource

952$f - Coded location qualifier

Uses

  • This field is used to enter a three-character code that identifies the specific issues of the item that are located apart from the main holdings of the same item (same as MARC21 852$f).

Values

  • This is a free text field

  • The field in the database is limited to 10 characters

Display

  • This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.coded_location_qualifier

Indexed in: coded-location-qualifier

952$g - Cost, normal purchase price

Uses

  • This field is used to enter the purchase price of the item

  • When using the Acquisitions module, this should be filled automatically with the purchase price upon receiving

Values

  • This is a free text field

  • The price must be digits, with a period as the decimal, with no currency symbols (e.g. 24.95)

  • The field in the database limits to two decimal points (e.g. 24.95 is OK but 24.94875 is not)

Display

  • This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.price

Indexed in: price

952$h - Serial enumeration / chronology

Uses

  • This field is used to enter the issue number of serials or the volume number of series

  • When using the Serials module, this should be filled automatically with the issue number

Values

  • This is a free text field

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_enumchron or otherholdings_enumchron

    • ‚Items‘ tab of the bibliographic record, ‚Serial enumeration‘ under ‚History‘

  • OPAC

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_enumchron

Mapped to: items.enumchron

952$i - Inventory number

Uses

  • This field is used to enter an inventory number for the item

Poznámka

The inventory number is not Koha’s internal itemnumber (which is stored in 952$9)

Values

  • This is a free text field

  • The field in the database is limited to 32 characters

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_stocknumber or otherholdings_stocknumber

Mapped to: items.stocknumber

Indexed in: number-local-acquisition

952$j - Shelving control number

Uses

  • This field is used to enter a shelf number where the item is located

Values

  • The stack number should be numerical

  • By default, the field is associated with the STACK authorized value category so you don’t have to remember the numerical values. There are no default values.

Display

  • This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.stack

Indexed in: stack

952$l - Total checkouts

Varování

This field should not be editable nor edited manually.

Uses

  • This field contains the total number of past and present issues/checkouts of this item

  • The number of issues is used to sort search results by popularity

  • The number of issues for each item is used to update the total number of issues for the record (942$0)

Display

  • Staff interface

    • ‚Items‘ tab of the bibliographic record, ‚Total checkouts‘ under ‚History‘

Mapped to: items.issues

Indexed in: issues

952$m - Total renewals

Varování

This field should not be editable nor edited manually.

Uses

  • This field contains the total number of past renewals of this item

Display

  • Staff interface

    • ‚Items‘ tab of the bibliographic record, ‚Current renewals‘ under ‚Statuses‘

Mapped to: items.renewals

Indexed in: renewals

952$n - Total holds

Varování

This field should not be editable nor edited manually.

Uses

  • This field contains the total number of past and present holds on this item

  • The number of holds is used to create a RSS feed for most reserved items

Display

  • This is not displayed either in the OPAC or in the staff interface.

Mapped to: items.renewals

Indexed in: renewals

952$o - Full call number

Uses

  • This field is used to store the item’s call number

  • The call number of an item can used in the search

Values

  • The records call number can be copied into the item’s call number, the itemcallnumber system preference indicates which record field to use as the source

Display

  • Staff interface

    • Search results

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_itemcallnumber or otherholdings_itemcallnumber

    • ‚Items‘ tab of the bibliographic record, ‚Item callnumber‘ under ‚Item information‘

    • Checkouts table in the patron’s file

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: callno

    • Many other places all throughout Koha

  • OPAC

    • Search results, if OpacItemLocation allows it

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_callnumber

    • Checkouts table in the patron’s online account

    • Many other places throughout the OPAC

Mapped to: items.itemcallnumber

Indexed in: local-classification

952$p - Barcode

Required for circulation

Uses

  • This field is used to store the item’s barcode

  • The barcode of an item can used in the search

Effects on circulation

  • The barcode is essential for circulating items

Values

  • This should be a date in the YYYY-MM-DD format (there is a handy date picker to ensure the date is in the correct format)

  • This is a free text field

  • The field in the database is limited to 20 characters

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_barcode or otherholdings_barcode

    • ‚Items‘ tab of the bibliographic record

    • Checkouts table in the patron’s file (in the title column)

Mapped to: items.barcode

Indexed in: barcode

952$q - Date due

Varování

This field should not be editable nor edited manually.

Uses

  • When the item is checked out, the due date is stored in this field (YYYY-MM-DD)

  • This field is used in the ‚Limit to currently available items‘ in the facets

Display

  • The due date appears in a lot of pages in the circulation module, but it is the due date that comes from the issues, not the item

Mapped to: items.onloan

Indexed in: onloan

952$r - Date last seen

Varování

This field should not be editable nor edited manually.

Uses

  • When the item is checked out or in, edited, inventoried, or during any other transaction that affects the item, the date is stored in this field (YYYY-MM-DD)

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_lastseen or otherholdings_lastseen

    • ‚Items‘ tab of the bibliographic record, ‚Last seen‘ under ‚History‘

Mapped to: items.datelastseen

Indexed in: datelastseen

952$s - Date last checked out

Varování

This field should not be editable nor edited manually.

Uses

  • When the item is checked out, the date is stored in this field (YYYY-MM-DD)

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_datelastborrowed or otherholdings_datelastborrowed

    • ‚Items‘ tab of the bibliographic record, ‚Last borrowed‘ under ‚History‘

Mapped to: items.datelastborrowed

Indexed in: datelastborrowed

952$t - Copy number

Uses

  • This field is used to enter the copy number of the item

Values

  • This is a free text field

  • The field in the database is limited to 32 characters

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_copynumber or otherholdings_copynumber

    • ‚Items‘ tab of the bibliographic record, ‚Copy number‘ under ‚History‘

  • OPAC

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_copy

Mapped to: items.copynumber

Indexed in: copynumber

952$u - URI

Uses

  • This field is used to enter a URL or URN specific to the item

  • It is not necessary to enter a URL here if there is already a URL in 856$u at the record-level, unless the URL for the specific item differs from the one in 856$u (for example, if you have an online periodical, you can put the URL to the periodical in 856$u and the URL to the specific issue in 952$u)

Values

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_uri or otherholdings_uri

  • OPAC

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_url

Mapped to: items.uri

Indexed in: uri

952$v - Cost, replacement price

Uses

  • This field is used to enter the replacement cost that will be charged to the patron who loses the item

  • When using the Acquisitions module, this should be filled automatically with the replacement price upon receiving

Values

  • This is a free text field

  • The price must be digits, with a period as the decimal, with no currency symbols (e.g. 24.95)

  • The field in the database limits to two decimal points (e.g. 24.95 is OK but 24.94875 is not)

Display

  • Staff interface

    • Checkouts table in the patron’s file (in the price column)

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: price

    • ‚Items‘ tab of the bibliographic record, ‚Replacement price‘ under ‚Item information‘

Mapped to: items.replacementprice

Indexed in: replacementprice

952$w - Price effective from

Uses

  • This field is used to enter the date of the replacement price of the item

  • When using the Acquisitions module, this should be filled automatically with the acquisition date upon receiving

  • If left empty, it will default to the acquisition date (952$d)

Values

  • This should be a date in the YYYY-MM-DD format

Display

  • This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.replacementpricedate

Indexed in: replacementpricedate

952$x - Non-public note

Uses

  • This field is used to enter internal notes about the item

Values

  • This is a free text field

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue

      • Table id: holdings_table and/or otherholdings_table

      • Column: holdings_itemnotes_nonpublic or otherholdings_itemnotes_nonpublic

    • ‚Items‘ tab of the bibliographic record, ‚Non-public note‘ under ‚History‘

Mapped to: items.itemnotes_nonpublic

952$y - Koha item type

Required

Uses

  • This field contains the item-level item type.

  • The item-level item type is used in various places in Koha.

    • The item-level item type is generally used for the circulation rules unless the item-level_itypes system preference is set to use the record-level item type (this system preference lets you choose between using the record-level or item-level item type for the circulation rules, among other things)

    • The item-level item type is indexed and used in the search (see also the AdvancedSearchTypes system preference) as well as the facets

Effects on circulation

  • The item type is used as the basis for circulation rules, it will affect the number of items a patron can take out at the same time, number of holds, etc.)

Values

Display

  • Staff interface

    • Search results

    • The itemtypes will be part of the facets in the search results

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_itype or otherholdings_itype

    • ‚Items‘ tab of the bibliographic record, ‚Item type‘ under ‚Item information‘

    • Checkouts table in the patron’s file

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: item_type

    • Many other places all throughout Koha

  • OPAC

    • The item types will be part of the facets in the search results

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_itemtype

    • Many other places throughout the OPAC

Mapped to: items.itype

Indexed in: itemtype (mc-itemtype), itype (mc-itype)

952$z - Public note

Uses

  • This field is used to enter notes about the item

Values

  • This is a free text field

Display

  • Staff interface

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_itemnotes or otherholdings_itemnotes

    • ‚Items‘ tab of the bibliographic record, ‚Public note‘ under ‚History‘

  • OPAC

    • Holdings table in the record’s detail page

      Poznámka

      Use ‚Table settings‘ if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_notes

Mapped to: items.itemnotes

Indexed in: note

System control numbers (999)

Koha stores its system control numbers in the 999 field in MARC21 and in the 090 field in UNIMARC.

Poznámka

The itemnumber is stored in 952$9 (see above).

999$c - Biblionumber

The biblionumber is the internal number assigned to each record by Koha. It is unique and cannot be reattributed even when the record is deleted.

Mapped to: biblio.biblionumber

Indexed in: local-number (sn, biblionumber)

Varování

This field should not be editable nor edited manually.

Poznámka

In UNIMARC, the biblionumber is stored in the 090$9 subfield.

999$d - Biblioitemnumber

The biblioitemnumber is the internal number assigned to each record by Koha. It is unique and cannot be reattributed even when the record is deleted.

Mapped to: biblioitems.biblioitemnumber

Indexed in: biblioitemnumber

Varování

This field should not be editable nor edited manually.

Poznámka

In UNIMARC, the biblioitemnumber is stored in the 090$a subfield.

Koha XSLT material type icons

When you have any of the XSLT system preferences (OPACXSLTDetailsDisplay, OPACXSLTResultsDisplay, XSLTDetailsDisplay, and/or XSLTResultsDisplay) along with the DisplayOPACiconsXSLT and DisplayIconsXSLT preferences turned on you will see material type icons on the related screen.

Důležité

These images are coming from values found in your leader, if your leader is not cataloged properly it might be best to turn off the DisplayOPACiconsXSLT preference (which can be done while leaving the other XSLT preferences turned on).

image1081

  • Kniha [BK]

    • leader6 = a (a leader7 obsahující jednu z následujících hodnot)

      • leader7 = a

      • leader7 = c

      • leader7 = d

      • leader7 = m

    • leader6 = t

image1082

  • Počítačový soubor [CF]

    • leader6 = m

image1083

  • Periodika [CR]

    • leader7 = b

    • leader7 = i

    • leader7 = s

image1084

  • Mapa [MP]

    • leader6 = e

    • leader6 = f

image1085

  • Smíšený dokument [MX]

    • leader6 = p

image1086

  • Zvukový dokument [MU]

    • leader6 = c

    • leader6 = d

    • leader6 = i

    • leader6 = j

image1087

  • Vizuální dokumenty [VM]

    • leader6 = g

    • leader6 = k

    • leader6 = r

image1088

  • Sada

    • leader6 = o

Správa objednávek jednotek a rezervací

If you tend to import your MARC records when you have ordered the book (as opposed to when you receive the books), and allow patrons to place holds on those books, you may need to add item records to the *.mrc file before importing.

The easiest way to import your latest order is to first run your records through MARCEdit. Download your MARC records, saving them to your desktop or some other location you use/will remember. If you have MARCEdit already installed you should simply have to double click on your MARC records, and they will automatically open in MARCEdit.

Důležité

Tento návod byl napsán s MARCEditem verze 5.2.3769.41641 v systému Windows XP; pokyny mohou být odlišné, pokud vaše verze MARCEditu nebo operační systém je jiná.

  • Váše původní soubor bude automaticky vstupem a zajistěte aby byl vybrán MarcBreaker, a poté klepněte na tlačítko „Execute“

    image719

  • V dolní části obrazovky vám bude zobrazen přehled zpracovávaných záznamů

    image720

  • Klikněte na „Úprava záznamů“ pro pokračování v přidání záznamů jednotek

  • Obrazovka bude nahrazena větší obrazovkou obsahující záznamy MARC

    image721

  • Click on Tools > Add/Edit Field

    image722

  • Vložte do Koha specifickou informaci o jednotce

    image723

    • Do pole zadejte 942

    • In the Field Data box, type \\$c and the item type code (\\$cBOOK in this example)

    • Zaškrtněte volbu „Vložit poslední“

    • Klikněte na „Přidat pole“

  • Vložte do záznamu jednotky data

    image724

    • Do políčka Field napište 952

    • In the Field Data box, type $7ORDERED_STATUS$aPERM_LOC$bCURR_LOC$cSHELVING_LOCATION$eSOURCE_OF_ACQ$yITEM_TYPE

      • např. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK

        • Ve výchozí instalaci systému Koha hodnota statusu Objednáno je -1

      • Možná se budete chtít podívat na jiné podpole, které byste chtěli doplnit - například změna kódu sbírky pro všechny jednotky ve stejné sbírce (8), automaticky vyplnit datum akvizice (d), nebo zapsat veřejnou poznámku (z).

      • Ujistěte se, že používáte $ na oddělování podpolí; přidání každého podpole na samostatném řádku způsobí, že mnoho položek musí být importováno s MARC záznamem (ve výše uvedeném příkladu, čtyři jednotky, z nichž každá má jedno z těchto podpolí opravené)

      • Make sure you look at the Administration > Authorized Values in Koha to put the correct code into the field

    • Zaškrtněte volbu „Vložit poslední“

    • Klikněte na „Přidat pole“

  • Zavřete okno editoru polí

  • Click on File > Compile into MARC

    image725

  • Vyberte kam uložíte váš soubor

Now you want to go into your Koha system and follow the instructions for importing MARC records.

Jakmile přijde jednotka, budete muset jít do záznamu jednotky a individuálně změnit jednotku, aby měla správný čárový kód, a ručně změnit stav z Objednáno na prázdný řádek v poli Ne pro výpůjčku.

Poznámka

Zakoupíte-li si katalogizované záznamy, můžete požádat vašeho dodavatele, aby dodal informace, které potřebujete do MARC záznamů, abyste tak mohli importovat záznamy upravené od dodavatele a přepsat aktuální záznam a automaticky nahradit data tím, co potřebujete.