工具

Koha 的工具都是執行特定工作之用。其他的圖書館管理系統常把這些工具當作 『報表』。

  • 到那裡： 更多 > 工具

讀者和流通

讀者清單

  • 到那裡： 更多 > 工具 > 讀者與流通 > 讀者清單

讀者清單是儲存讀者群組的地方，可以經由 批次修改讀者工具 或報表修改讀者。

View of all patron lists and New patron list button

點選 『新增讀者清單』 鈕，就能新增讀者清單

New patron list form

輸入虛擬書架名稱。

勾選 『共享』 盒後，此選單可以被使用 manage_patron_lists permission 的讀者看到。

儲存虛擬書架。

View of patrons in the list and search form to add new patrons to the list

每個清單都有 『作用』 鈕以開啟更多選項。

Action menu available on each patron list

按 『作用』 選單裡的 『新增讀者』 鈕，就能新增讀者入選單。

image248

請在搜尋框輸入讀者名字或讀者證號並在右側空白處點擊以加入讀者資訊。

此外，也可以按 『鍵入多個讀者證號碼』 連結，並把條碼掃瞄 (或鍵入) 盒內。

View of selected patron ready to be added to the list

所有的讀者都選定後，按 『新增讀者』 鈕把他們加入清單。

View of all patrons of the list after adding patrons

說明

  • 您可以在管理模組的 『欄組態』 部分, 自訂義此表的列(table id: patron-list-table)。

To delete a list, click the 『Actions』 button and choose the 『Delete list』 option.

View of the list of patron lists, the Actions button to the right of a list is pressed and the mouse cursor is on the Delete list option

To delete multiple lists at once, select the lists and click the 『Delete selected lists』 button at the top of the table.

版本

The option to delete multiple lists at once was added in Koha version 23.11.

讀者讀書會

  • 到那裡： 更多 > 工具 > 讀者與流通 > 讀者讀書會

讀者讀書會新增供讀者加入的讀書會。可做為追蹤讀書會、圖書俱樂部及其他俱樂部活動。

重要

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

新增讀書會模板

A club template is a template that will be used to create clubs. You can add fields that can be filled out at the time a new club is created based on the template, or a new enrollment is created for a given club based on the template.

To create a new club template:

  • Click on the 『New club template』 button.

    Form to create a club template

  • 填寫表格：

    • Name (required): enter a name for the club template. This could be something like 『Adult book club』, 『Children’s book club』 or 『Summer reading program』. Remember, these templates will be the starting point for each club you create.

    • Description: enter any additional information.

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

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

    • Library: choose a library to limit the use of this template to staff from a specific library. If you leave it blank, staff from any library will be able to create a new club using this template.

  • Club fields: these fields will be used when creating a club based on this template. For example, this can be the name of the club, the name of the animator, the theme, etc. To add a club field, click on 『Add new field』.

    Form to add club fields to a club template

    • Name: enter the text that will be used as the label of the field.

    • Description: enter any additional information about this field.

    • Authorized value category: if you want the field to be a dropdown menu, choose an authorized value category here. If this is left blank, the field will be a simple text field.

  • Enrollment fields: you can add any additional fields you want patrons to fill when they enroll in a club based on this template. To add an enrollment field, click on 『Add new field』.

    Form to add enrollment fields to a club template

    • Name: enter the text that will be used as the label of the field.

    • Description: enter any additional information about this field.

    • Authorized value category: if you want the field to be a dropdown menu, choose an authorized value category here. If this is left blank, the field will be a simple text field.

  • 勾選 『儲存』。

依此模版新增讀書會

Once the templates are created, you can create actual clubs.

  • Click on the 『New club』 dropdown menu and select the template you want to use.

    Form to create a new club based on a template called 'Adult book club', it includes custom club fields, Title of the book and Day and time of the meeting

  • Fill out the form with the club information:

    • Name (required): enter the name of the specific club you are creating. This is the name the staff and the patrons will see when enrolling. For example, 『Summer 2018 reading club』.

    • Description: enter any additional information about the club.

    • Start date: choose the start date of the enrollment period. Staff and patrons will not be able to enroll in the club before the start date.

    • End date: choose the end date of the enrollment period. Once the club expires, enrollment will not be possible.

    • Library: if this club is limited to a specific library, choose it here. Only patrons from this specific library will be able to enroll. If you leave it blank, patrons from any library will be able to enroll.

    • If there were 『Club fields』 in the template, they will appear at the bottom of the form.

  • 勾選 『儲存』。

Enrolling a patron in a club from the staff interface

To enroll a patron in a club from the staff interface:

  • Go to the patron’s account.

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

    Clubs tab in the patron's record

  • Click on the 『Enroll』 button.

  • If there were any 『Enrollment fields』 in the club template, they will appear here.

  • Click 『Finish enrollment』.

You can also modify an enrollment by clicking the 『Modify enrollment』 button, or cancel an enrollment by clicking on the 『Cancel enrollment』 button.

從 OPAC 註冊至讀書會

若同意公開註冊，讀書會將顯示在 OPAC。

  • Patrons have to sign into their account.

  • In the 『Your summary』 section, they will be able to click on the 『Clubs』 tab and click the 『Enroll』 button to enroll.

    A patron's 'Clubs' tab, there are several clubs in which the patron can enroll

  • If there were any 『Enrollment fields』 in the club template, they will appear here.

  • They can then click 『Finish enrollment』.

Patron can also cancel their enrollment to a club by clicking the 『Cancel enrollment』 button.

檢視註冊

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

The list of clubs, the Actions button next to one of the clubs is pressed and the mouse cursor is on the Enrollments option

On this page, you will see the patrons enrolled in this club, as well as their answers to the enrollment fields.

A table of the patrons enrolled in a club, the columns are the patrons' names, their card numbers, and there are two additional columns for enrollment fields answers, in this example, Do you need a large print version of the book? and Do you need an audio version of the book?

版本

The values of the club enrollment fields are visible on this page from Koha version 23.11.

In prior versions, you need to create an SQL report to get the values. See this example in the Koha SQL reports library.

為讀者群組預留

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

To place a hold for a patron club from the clubs page:

  • 前往讀者讀書會工具 (『首頁 > 工具 > 讀者讀書會』).

  • 點擊群組的’動作’按鈕以及選擇’搜尋館藏』.

    The list of clubs, the Actions button next to one of the clubs is pressed and the mouse cursor is on the Search to hold option

  • 搜尋題名以及選擇記錄.

  • Select 『Place hold for [CLUBNAME]』 from either the action links for the record,

    Single search result in the staff interface, among the options at the bottom, there is Holds and Place hold for March 2024 Book Club

    or from the 『Place hold』 action in the menu bar.

    The arrow button next to the 'Place hold' at the top of the search results in the staff interface is pressed and the options are: Place hold, Place hold for March 2024 Book Club, and Forget March 2024 Book Club

預留頁面顯示和列出群組成員.

Form to place a hold for a club

  • 點擊’預留’按鈕.

Holds are placed for all club members at once, in a random priority order.

You can also place a hold for a patron club from the bibliographic record. When placing the hold, click on the 『Clubs』 tab and search for the club’s name. Then click the place hold button.

Club search box when placing a hold for a patron club

評論

  • 到那裡： 更多 > 工具 > 讀者與流通 > 評論

讀者經由 OPAC 新增的評論都需經館員審核。待審核的評論出現在館員首頁的工具分頁之下：

View of alert that there are comments wainting on Koha main page

然後在工具頁面的評論工具旁

View of alert that there are comments wainting on Koha tools page

勾選主頁的通知或進入評論工具點選評論右方的 『通過』 或 『拒絕』 就能評審讀者送來的評論。

List of comments to moderate with action buttons

若無評論待審核，您可看到無可審核的訊息

List of comments moderation when no comments

選擇 『通過審評』 分頁，就能檢視或拒絕曾經通過的評論

List of comments to approved with action buttons

匯入讀者

  • 到那裡： 更多 > 工具 > 讀者與流通 > 匯入讀者

任何時間都可以使用讀者匯入工具批次新增讀者。通常用於各級學校新生入學時。

新增讀者匯入檔

您可從讀者匯入工具的啟始頁使用匯入的模板，下載含標頭的空白 CSV 檔案。標頭包括讀者匯入工具的所有欄位。您可以刪除不需要的欄位和列，少數必填欄位和列除外。 覆蓋時，如果您的新 .csv 包含空白列，則讀者記錄中的任何現有值都將被空白覆蓋。 最好刪除 .csv 中的所有空白列，以確保沒有刪除現有數據。

重要

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

重要

此 『password』 欄的值必須是純文字，將以 MD5 雜湊演算法編碼。

若密碼已經編碼，請洽系統管理員，詢求其他選項

重要

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

重要

含有特殊字元或語音符號，請使用 UTF-8 編碼。否則，該等字元或符號不會被正確地匯入。

說明

若載入 讀者屬性，』patron_attributes』 欄位應包括以逗點區隔的屬性類型及其值。

  • 每個值之前應有屬性類型與冒號。

    • 例如：」INSTID:12345,BASEBALL:Cubs」

    • 若設定多個值則此欄位必須折收起來。

    • 因為可能包括空格，所以必須置於雙括號內：

      • 「INSTID:12345,BASEBALL:Cubs,」」BASEBALL:White Sox」」

說明

可以對讀者匯入工具設限。若到期日與評論符合既有的限制，在匯入檔案內符合該限制的讀者將被排除在外。所以，一個讀者可以重複匯入，但祗收錄一位。祗要新增限制，就能阻止其他的重複。

匯入讀者

新增檔案後，可以使用匯入讀者工具把資料加入Koha。

  • 選定 CSV 檔案

    image255

  • 指定對映 『cardnumber』 或 『username』 以避免新增重複的讀者號。使用其他的讀者屬性可以增加對映點。

    image256

  • 接著選擇適用於匯入讀者的預設值

    • 如：匯入指定分館的讀者時，可在匯入表單將分館代碼欄位給那些匯入的讀者。

  • 最後，若有重複時，需決定以何種資料取代它。

    • 匹配紀錄是以欄位找到的，避免出現重複紀錄

    image257

    • 安裝時已用到的讀者屬性，就能夠在匯入時選用它。可以覆寫所有讀者屬性或取代匯入檔內的讀者屬性。讓其他屬性保持原樣不變。

    image1355

通知 & 收條

  • 到那裡： 更多 > 工具 > 讀者與流通 > 通知 & 收條

Koha 產生的通知與流通收據 (或收條) 都可以用通知&收條工具客製它。系統本身有若干預設的模版在工具頁面裡。

List of notices

說明

  • 您可以在管理模組的 『欄組態』 部份, 自定義此表的列 (table id: lettert).

每個通知都可編輯，為了避免系統錯誤，祗有少數才能被刪除。每個通知與收條都可以編輯供各圖書館使用，預設是給所有圖書館使用。

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

格式化此通知也需檢視 客製化通知與收條 共筆頁面。

新增通知與收條

新增通知或收條

  • 勾選 『新增通知』

    New notice button is pressed and the list of notice types is displayed

  • Choose the type of notice, or module this notice is related to

    Form to create a new notice

  • Fill out the notice information

    • Library: choose which library this notice or slip is for.

      重要

      Not all notices can be library specific. For more information review the Customising notices and slips wiki page.

    • Koha module: if you didn’t choose the correct module or type of notice previously, you can change it here.

    • Code: enter a unique alphanumeric code for this notice.

      重要

      Note that codes are limited to 20 characters.

    • Name: enter a descriptive name for the notice.

      備註

      For overdue notices, be sure to put your library name in the description, so that it will be visible when setting up your triggers.

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

    • Every notice should have an email template set for it.

      Form to create a new notice, the Email section is expanded

    • If the PhoneNotification system preference is enabled, you will have the option to add a phone template.

      Form to create a new notice, the Phone section is expanded

    • If you’re using the TalkingTechItivaPhoneNotification service you can set up a notification specific to that service.

      Form to create a new notice, the Phone (i-tiva) section is expanded

    • If you plan on printing this notice, you can set the print template

      Form to create a new notice, the Print section is expanded

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

      Form to create a new notice, the SMS section is expanded

      重要

      Text messages are limited to 1600 characters. Make sure to keep messages short and avoid adding variables that could be very long (such as the list of items due, for example).

  • Each notice offers the same options

    • HTML message: if you plan on writing the notice or slip in HTML check the 『HTML message』 box, otherwise the content will be generated as plain text

    • Message subject: for emails, this is what will appear in the subject line of the email

    • Message body: feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database.

      You can also use Template toolkit syntax for more flexibility. See the Notices with Template Toolkit wiki page for more information.

      備註

      詳情見 客製化通知與收條 共筆頁面。

      重要

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

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

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

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

      重要

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

      小訣竅

      To add today’s date you can use the <<today>> tag.

      小訣竅

      可在其他姓名或縮寫欄位鍵入讀者全名就能在收條或通知內顯示其全名。

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

    Form to create a new notice, the email, print and sms sections are inside a tab called "Default", other tabs available are Français (fr-CA) and English (en)

檢視通知模板

有的時候，仍需要檢視通知模板，以確認對指定讀者特定館藏或紀錄發送的通知。

檢視通知模板時，可看到模板標題的鍵入資料的欄位

image1342

填入必要的資訊，按下方的檢視鈕。檢視對話將顯示任何問題。

標記逾期通知

新增逾期通知時，在資料庫欄位外還可以加入兩個標籤。詳情見 客製化通知與收條 共筆頁面。

重要

這些新標籤祗適用於逾期通知，不能用在其他的流通通知。

<item> 與 </item> 應包括來自書目與館藏表的所有欄位。

可使用通知模版裡這些欄號裡的範例：

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

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

假設兩筆館藏逾期，通知內容會是這樣：

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

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

Copying notices and slips

You can also copy an existing notice to another library by selecting the library you want to copy it to in the column 「Copy notice」 and then clicking on the 「Copy」 button.

Dropdown with "Centerville" library selected and "Copy" button

既有說明與收條

Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices and slips tool and their style using the NoticeCSS system preference to define a stylesheet.

小訣竅

Review the Customising notices and slips wiki page for information on formatting item information in these notices.

Here are some of what those notices do:

  • 2FA_DISABLE

  • 2FA_ENABLE

  • 2FA_OTP_TOKEN

    • This notice is used to send a time-based one-time password to a staff user for them to use to log into the staff interface if they have enabled the two-factor authentication on their account.

  • 已接受

  • ACCOUNT_PAYMENT

  • ACCOUNT_WRITEOFF

  • ACQCLAIM (採訪催缺)

    • Used for claiming orders in the aquisitions module.

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

    • 在若干情況下，使用此通知：

      1. 館員以有效電子郵件地址發送電子郵件。

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

  • ACQORDER (採訪訂單)

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

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

    • 在若干情況下，使用此通知：

      1. 館員以有效電子郵件地址發送電子郵件。

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

  • ACQ_NOTIF_ON_RECEIV

  • AR_CANCELLED

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

  • AR_COMPLETED

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

  • AR_PENDING

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

  • AR_PROCESSING

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

  • AR_REQUESTED

  • AUTO_RENEWALS

    • 這則通知將會寄送給讀者如果自動續借已被啟用，而讀者選擇接收訊息在他們的 訊息偏好.

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

    • 這則通知已設定，所以根據續借的結果，無論成功與否，訊息會有所不同。

  • AUTO_RENEWALS_DGST

    • 這則通知將會寄送讀者，如果自動續借已啟用，並且讀者在他們的訊息偏好選擇 messaging preferences.

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

    • 這則通知已設定，所以根據續借的結果，無論成功與否，訊息會有所不同。

  • AVAILABLE

  • CART

  • CANCEL_HOLD_ON_LOST

    • This notice is sent to a patron who placed a hold on an item and staff marked this items as lost from the 『Holds to pull』 list.

    • This notice is sent if the CanMarkHoldsToPullAsLost system preference is set to 『Allow to mark items as lost and notify the patron』.

  • CHECKIN

  • CHECKOUT

  • CHECKOUT_NOTE

  • DISCHARGE

  • 此通知用於製作 PDF，表示離館請求已完成

  • 此 PDF 可以被讀者從其帳號下載，或讀者請求離館時，由館員介面下載

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

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

  • ACCOUNT_CREDIT

    • Used to print a receipt for a credit (either a payment, writeoff or other credit).

    • The slip or receipt can be printed manually with the 『Print』 button next to a credit type account line in the patron’s accounting tab.

    • The slip or receipt can also be printed semi-automatically when paying or writing off a charge if the FinePaymentAutoPopup system preference is enabled.

    備註

    It is possible to set specific notices for different credit types. To do so, create a new notice with the code CREDIT_ followed by the credit type code.

    For example, to have a specific slip for writeoffs, create a new notice with the code CREDIT_WRITEOFF.

  • ACCOUNT_DEBIT

    • Used to print an invoice for a debit (any type of charge, such as a lost item fee, or overdue fine).

    • The slip or invoice can be printed manually with the 『Print』 button next to a debit type account line in the patron’s accounting tab.

    備註

    It is possible to set specific notices for different debit types. To do so, create a new notice with the code DEBIT_ followed by the debit type code.

    For example, to have a specific slip for lost items, create a new notice with the code DEBIT_LOST.

  • ACCOUNTS_SUMMARY

    • Used to print a summary of outstanding charges and unused credits in the patron’s account.

    • The slip can be printed manually with the 『Print account balance』 option in the 『Print』 button at the top of the patron’s details page.

  • AR_SLIP

  • CHECKINSLIP

    • 這張清單列出了今天為該讀者還入的所有館藏。

    • 要列印此單據, 點擊列印 > 列印還入單據 從讀者檔

    • 你也可以從還入頁面 列印此單據

  • ISSUEQSLIP

  • ISSUESLIP

  • HOLD_SLIP

  • OVERDUE_SLIP

  • RECALL_REQUESTER_DET

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

  • RECEIPT

  • TRANSFERSLIP

    • 使用於列印快速收條

    • 確認轉移後，列印轉移收條，隨書轉移至另個圖書館

This tool also allows you to modify database entries for some specific purposes. So far, only the overdue fine description is available.

  • OVERDUE_FINE_DESC

    • This template is used to generate the description for overdue fines in a patron’s account.

      備註

      The information available to this customization come from the checkouts (issues), items and patrons (borrowers).

啟動逾期通知/狀態

  • 到那裡： 更多 &gt; 工具 &gt; 讀者與流通 &gt; 啟動逾期通知/狀態

必須先使用 通知與收條 工具設定逾期通知，才能啟動發出逾期訊息。

重要

設定需要逾期通知的 讀者類型，才能發送逾期通知給讀者。

重要

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

逾期通知/啟動狀態工具讓館員有權限，送出最多三次通知給逾期館藏的讀者

image260

  • 延遲日數是應該到期卻逾期後啟動通知的日數。

    • 重要

      必須設定延遲日數，才能要求 Koha 啟動此作業 (送出信件或限制借閱權利)。

  • 勾選分頁的 『第二』 與 『第三』 通知，送出更多的通知

  • 勾選 『限制』 盒，把通知置於讀者紀錄裡，在借出時，告知館員，該讀者還有逾期館藏，不得借出；如此一來，就達到禁止讀者借出館藏的目的。

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

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

新增讀者證

  • 到那裡： 更多 &gt; 工具 &gt; 新增讀者證

可以在新增讀者證使用列印用的客製化布局與模板。以下是若干新增讀者證模組的功能：

  • 從 Koha 讀者資料取得客製化讀者證布局的文字內容

  • 設計讀者證面板供列印之用(符合書標格式)

  • 建立與管理供批次列印的讀者證

  • 匯出 (PDF 格式) 一件或多件批次列印資料

  • 匯出 (PDF 格式) 一個批次的一件或多件讀者證

布局

  • 到那裡： 更多 &gt; 工具 &gt; 新增讀者證 &gt; 管理 &gt; 布局

布局定義印在讀者證的文字與照片位置。

說明

讀者證可使用最多三列文字的條碼，以及最多兩張照片。

新增布局

若還沒有設定布局，可按螢幕上方的 『新增』 鈕並選擇 『布局』，就能新增它。

"New" button in the patron card creator is open, the mouse cursor is on the "Layouts" option

可按左方的 『管理布局』。出垷可供編輯的布局清單。但每頁上方仍有 『新增布局』 鈕。

image261

  • 指定給布局的名稱係供您未來容易辨識使用

  • 以下拉選單使用的單位設定在布局內使用的度量的單位。

    讀者卡片建立工具中使用的測量單位下拉清單：PostScript 點、瑪瑙、美式英吋、SI 毫米和 SI 厘米

    • 說明

      Postscript Point 是 1/72」 Adobe Agate 是 1/64」，一英吋是 25.4 SI 公釐

  • 接著，說明布局為讀者證的正面或背面

    • 說明

      使用 2 面讀者證時需設定正反面的布局，此選項不允許列印雙面讀者證，祗能用於追蹤設計的讀者證。

  • 讀者證最多有 3 列文字。可以是固定的文字或從讀者紀錄提取的欄位內容。把欄位名稱置於方括號內，就能提取欄位的內容 - <firstname>

  • 對每列文字，您需選定字型、大小與讀者證上文字的位置

  • 勾選 『列印讀者證號碼當成條碼』 顯示條碼與讀者證號碼。把讀者證號碼轉換為條碼。還可勾選 『將讀者證號碼以文字方式列印在條碼之下』 讓條碼可以被肉眼閱讀。

  • 最後，可選擇兩張以內的照片印在讀者證上。

    • 可以調整 讀者照片 的大小，以符合 Koha 的要求。

    • 以新增讀者證工具的 『管理照片』 模組上傳另張圖書館標識或符號的圖片。

    重要

    設計者需負責文字、條碼與照片以免重複。

儲存之後，您的布局將出現在 『管理布局』 頁面。

Patron card layouts management page

模板

  • 到那裡： 更多 &gt; 工具 &gt; 新增讀者證 &gt; 管理 &gt; 讀者證模板

布局的作用是在書標/讀者證排列標籤。可能是 Avery 5160 地址機、Gaylord 47-284 書標機或 28371 讀者證製作機等。布局所需的資訊可能在包裝上，或者從代理商的網站或範例取得。

新增模版

按頁面上方的 『新增模版』 就立即進入編輯模版頁面。可按左方的 『管理模版』 鈕。從可得的模版中選取編輯的模版。不過在頁面上方仍有 『新增模版』 鈕。

"New" button in the patron card creator is open, the mouse cursor is on the "Card template" option

按了 『編輯』 或 『新增布局』 後就可以在標籤或讀者證上設定布局。

image265

  • 模版代碼是系統產生的代碼

  • 模版代碼應足以在代碼清單中代表該模版

  • 您可用模板說明新增模板的資訊

  • 以下拉選單使用的單位設定在布局內使用的度量的單位。

    讀者卡片建立工具中使用的測量單位下拉清單：PostScript 點、瑪瑙、美式英吋、SI 毫米和 SI 厘米

    • 說明

      Postscript Point 是 1/72」 Adobe Agate 是 1/64」，一英吋是 25.4 SI 公釐

  • 度量 (頁高、頁廣、卡片廣、卡片高) 可從包裝取得，也可從代理商網站或樣張量取。

  • 設定檔是在列印之前應用於給定範本的一組 「調整」，用於補償給定印表機 (分配了設定檔的印表機) 所特有的異常情況.

    • 挑選列印的設定檔前先試印幾張讀者證就能看出印表機/模版組合的可行性。

    • 從印表機文件找到偏移值後，新增設定檔 並指定給模板。

    • 重要

      必要時才建置設定檔，不要隨意設定印表機設定檔。不可能移除模版內移除設定檔但可以切換至另個設定檔。

    • 說明

      使用不同的印表機則應設定多個模版。

儲存之後，您的布局將出現在 『管理布局』 頁面。

Patron card templates management page

設定檔

  • 到那裡： 更多 &gt; 工具 &gt; 新增讀者證 &gt; 管理 &gt; 設定檔

設定檔是一組適用於指定 模版 的 「調整」 於列印之前補償特定印表機的偏移。設定模版後並列印樣本資料若發現館藏並未出現在預期的位置，對該印表機給個設定檔 (或同個印表機的不同紙匣)，指示上、下、左、右的位移值。

印出的讀者證與預期相同，就不需要設定檔。

新增設定檔

勾選頁面上方的 『設定檔』 鈕，選取 『新增設定檔』，就能新增設定檔

"New" button in the patron card creator is open, the mouse cursor is on the "Printer profile" option

按頁面上方的 『新增設定檔』 鈕，就能新增設定檔。以表單方式設定借書證偏移的部份。可從左方的 『管理設定檔』 選定欲編輯的設定檔。

image269

  • 印表機名稱與紙匣不符合現況，這是供您的設定檔使用。

    • 說明

      例如：可在印表機名稱內使用印表機型號，或者稱他為 『我的桌面印表機』

  • 在 編輯模板表單 選定設定檔後即把內容加入該模板內

  • 單位下拉選單用在您的設定檔內，用以設定衡量的單位。

    讀者卡片建立工具中使用的測量單位下拉清單：PostScript 點、瑪瑙、美式英吋、SI 毫米和 SI 厘米

    • 說明

      Postscript Point 是 1/72」 Adobe Agate 是 1/64」，一英吋是 25.4 SI 公釐

  • 整個圖像水平或垂宜偏離中心就該處理位移。小心描述該偏離的狀況

    • 對偏移值而言，負數表示向上與向左移動內容而正數表示向下與向右

    • 範例：距離第一個標籤左緣 0 .25」，距離第二個標籤左緣 0 .28」 且距離第三個標籤左緣 0 .31」。表示水平偏移應設為 (減) -0.03 」 以補償其差距。

儲存之後，設定檔將出現在 『管理印表機設定檔』 頁面。

Patron card printer profile management page

儲存新的設定檔後，可回到模板清單並選擇編輯該模板。

批次

  • 到那裡： 更多 &gt; 工具 &gt; 新增讀者證 &gt; 管理 &gt; 批次讀者證

批次是一群讀者，您可批次製作讀者證。

新增批次

按頁面上方的 『新增批次』，就能新增批次了。選擇左方的 『管理批次』 就可從選單中選取批次。您可從這裡選取待編輯的批次或新增批次。

"New" button in the patron card creator is open, the mouse cursor is on the "Card batch" option

彈出新的批次訊息並指引您選擇被發送的讀者。

image1225

選定 『新增館藏』 鈕後彈出讀者搜尋視窗。

用於讀者搜尋的彈出窗口

從這裡搜尋讀者姓名、類型或所屬圖書館就能把讀者加入批次內。以萬用字元 * 搜尋所有的讀者。

image1227

按 『新增』 鈕就能新增讀者至批次。從結果新增讀者後可執行另個搜尋重新來過或按螢幕下方的 『關閉』 鈕表示做完了。然後出現此批次。

image1228

Alternatively, you can use a custom report to create a batch. A report that contains borrowernumbers will have the option to send the report results to the patron card creator.

Results of a report called 'Batch edit report', the button 'Batch operations with 20 visible records' is open and the options are: for patron records batch patron modification and patron card creator, for bibliographic records batch record modification, batch record deletion, and add to list, and for item records batch item modification and batch item deletion.

版本

The option to send report results to the patron card creator was added to Koha version 23.11.

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

可以按 『批次匯出讀者證』 或勾選讀者名字右方的盒，再按上方的 『匯出讀者證』 鈕，匯出勾選的讀者。

匯出選單請您指定模板、布局與開始位置 (在報表紙開始列印的位置)。

說明

若前 6 個書標已使用則可從第 7 個位置開始列印。書標的位置編碼係由左而右由上而下。

image1229

按下 『匯出』 鈕後出現列印書標的 PDF 檔案

image1230

開啟 PDF 檔案後可看到待列印的讀者證

image273

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

管理照片

  • 到那裡： 更多 &gt; 工具 &gt; 新增讀者證 &gt; 管理 > 照片

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

重要

照片必須小於500K。

說明

以此工具上傳的照片不得少於300dpi，這是列印的最低品質。

在螢幕中央是一個簡單的上傳表單，瀏覽電腦的檔案，選定後給個容易辨識的名稱。

image274

檔案上傳後，出現確認訊息。

image275

照片與其他資料將顯示在頁面的右手邊。

image276

勾選照片右方盒，再按下 『刪除』 鈕，就能刪除照片。

批次刪除讀者/匿名讀者

  • 到那裡： 更多 &gt; 工具 &gt; 讀者與流通 &gt; 批次刪除讀者/匿名讀者

此工具允許批次匿名流通紀錄 (圖書館仍保留館藏借出次數的資料 - 但沒有借閱者的資料) 或批次刪除讀者 (從系統裡完全移除)。

重要

不能儲存還有罰款待繳或待還館藏的讀者。不能從系統移除他們 (祗能從 delete_borrowers 表單移除)，但此工具不提供其他的選項。

重要

使用此工具前建議先備份資料庫。改變後無法復原。

重要

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

image277

刪除或匿名讀者

  • 在您想要完成的工作 (刪除或匿名) 裡，勾選 『確認』 鈕

  • 改變資料前，先鍵入日期

  • 尋欲刪除的讀者

    • 指定日期後不曾借出館藏的讀者

    • 指定日期前就已到期的讀者

    • 是特定的 讀者類型

    • 是在 讀者清單

  • 點選 『下一步』

  • 將出現確認訊息，讓您確認將進行的工作

    image278

  • 勾選 『完成』 將刪除或匿名您的資料

    image279

批次讀者修改

  • 到那裡： 更多 &gt; 工具 &gt; 讀者與流通 &gt; 批次修改讀者

With this tool you can make edits to a batch of patron records. Simply load in a file of cardnumbers (one per line), choose from a list of patrons or scan patron card numbers in to the box provided. All options are also available for use with borrowernumbers instead of cardnumbers.

Batch patron modification form with field "Card number list" filled with seven card number entries

Once you have the file loaded or the cardnumbers or borrowernumbers entered click 『Continue.』 You will be presented with a list of the patrons and the changes you can make.

Batch patron modification form showing three selected patrons to modify and some of the editable fields below

To the right of each text box there is a checkbox. Clicking that checkbox will clear our the field values.

重要

不能清除必備欄位的值。

若有多個讀者屬性可使用文字區右方的加號 『新增+』 切換它。允許您新增其他屬性。

A new field for patron attributes is created in the batch patron modification form and the drop down selection of patron attributes is shown

Once you have made the changes you want, you can click 『Save』 and the job will be enqueued.

批次延長到期日

  • 到那裡： 更多 > 工具 > 讀者與流通 > 批次延長到期日

備註

Access to this tool requires the batch_extend_due_dates permission.

此工具讓您批次更新到期日期，如果圖書館需要無預期地關閉且無法接受還入，這將非常有用。

Batch extend due dates selection page

  • You can filter the selection of checkouts based on patron category, item types, library or a combination.

    小訣竅

    If needed, you can select multiple options in the dropdown lists by holding the CTRL key while selecting the options.

    版本

    The option to filter by item type is available from Koha version 23.11.

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

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

  • 您可以選擇是否預覽選擇的結果。

    Batch extend due dates preview results page

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

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

管理標籤

  • 到那裡： 更多 &gt; 工具 &gt; 讀者與流通 &gt; 標籤

依照 標籤系統偏好 的設定方式，標籤需通過館員的審核才能出現的 OPAC。可經由管理標籤工具設定它。待審核標籤出現在館員介面的主頁之下：

image283

以標籤工具管理標籤。首次使用此工具時，出現待評審的標籤清單，或被館員拒絕的標籤清單

image284

  • 點選標籤詞彙，就可看到所有的相關題名

    image1230

    • 按題名右方的 『移除標籤』 鈕，就可以移除個別題名的標籤。

  • 勾選個別詞彙列的 『核准』 鈕或勾選所有的詞彙再選取表單下的 『核准』 鈕，都可以核准欄號。

  • 點選詞彙的 『拒絕』 鈕，或勾選表格下方的 『拒絕』，都可拒絕標籤。

標籤被審核通過或拒絕後，將移到適當的標籤清單。所有標籤的摘要將顯示在螢幕右方。

image285

即便已通過或拒絕的標籤，仍可移至其他清單。檢視通過的標籤時，有個拒絕的選項：

image286

在螢幕右下方的搜尋盒裡，鍵入術語，即可搜尋該術語的合法性 (或許使用指定的標籤審核 字典)

image287

最後以左方的篩選器搜尋標籤。

image288

上傳讀者圖片

  • 到那裡： 更多 &gt; 工具 &gt; 讀者與流通 &gt; 上傳讀者照片

若 允許讀者照片 附加在讀者紀錄內，就可以大批上傳讀者照片。也可用這些照片新增 讀者證。

  • 新增文字檔，並命名為 「DATALINK.TXT」 或 「IDLINK.TXT」

  • 每列的內容是讀者證號碼以及逗點 (或定位) 和照片檔名

    image289

    • 確定您TXT檔為純文字檔，不是RTF檔。

  • 關閉文字檔與圖像檔

  • 進入上傳讀者照片工具

    image290

  • 對單一照片而言，點選該照片檔案，並鍵入讀者號

  • 多筆圖片時，選擇上傳一個壓縮檔

  • 上傳之後，出現確認訊息

    image291

    重要

    每張照片的大小不能超過 100K，建議解析度不超過 200x300 圖素。

巡迴書庫

  • 到那裡： 更多 &gt; 工具 &gt; 目錄 &gt; 巡迴館藏

巡迴館藏是是把館藏在各圖書館間流動。不僅具有儲存館藏在所屬圖書館與現在位置的功能，同時提示即將轉移至下個圖書館，以確保館藏送至正確的圖書館。還入巡迴館藏後，系統顯示該館藏為巡迴館藏，並指示圖書館員將其送至正確的圖書館。

重要

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

  • 新增巡迴合集時，按 「新增合集」 鈕，鍵入名稱與說明，再按 「送出」 鈕。畫面出現 「成功新增合集名稱」；按 「回到巡迴合集首頁」 就回到巡迴合集管理頁面 (或按側面的巡迴合集連結)。

  • 新增館藏入書庫時，先按 「Actions」 鈕，再按書庫名稱清單旁的 「新增或移除館藏」 鈕。在 「新增或移除館藏」 鈕下掃瞄或鍵入館藏條碼，再按 Enter 就能新增該館藏入書庫。

  • 移除館藏的方法是，按下館藏清單條碼旁的 『移除』 或按下 「新增或移除館藏」 條碼旁的 「從書架移除館藏」，再掃瞄條碼，按下 「送出」 或歸位鍵。說明：祗要還在 「新增或移除館藏」 頁面，」從書庫移除館藏」 就保持被勾選狀態，可以主動不勾選它，還可以掃瞄館藏的條碼，快速刪除它們。

轉移巡迴書庫

轉移巡迴書庫將：

  • 變更即將轉移的館藏至新的館藏地

  • 啟動轉移程序從原位置/儲存圖書館至現在位置/儲存圖書館。收到館藏後應先還入才算完成轉移。

可以用以下的方法之一轉移巡迴書庫：

  • 於巡迴書庫首頁，按 「啟用」 並選擇欲轉移題名旁的 「轉移」；選定轉移至的圖書館，再按 「轉移館藏」 鈕。

  • 或，從合集的 「新增或移除館藏」 頁面，您可按轉移鈕，選擇欲轉移至的合集再按 「轉移合集」 鈕。

    重要

    為了完成轉移程序，應先還入至巡迴書庫的圖書館。甚狀態就不會是 「轉移中」。

若巡迴書庫的館藏被還入非巡迴書庫的圖書館，將出現提示訊息，並警示圖書館員將該館藏送至適當的地方。

image292

Additional tools

行事曆

  • 到那裡： 更多 > 工具 > 其他工具 > 行事曆

圖書館設定閉館日與假日供計算到期日之用。打開適當的系統偏好設定，就能使用行事曆：

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

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

View of the calendar

新增事件

新增事件前，選擇適用此閉館日的圖書館。新增事件後應選定該事件適用於單一圖書館或所有圖書館。新增事件，祗要

  • 勾選行事曆的日期，加入終止的時間

    Add new holiday form

  • 於行事曆上方的表單內，鍵入閉館資訊 (詳情請按選項右方的問號 [?])

    • 根據從頁面上方的下拉選單選定的圖書館，圖書館將自動補入

    • 日期資訊將根據點選的行事曆自動更新

      • 如果這個假期超過一天，請在“截止日期”中輸入結束日期

    • 在“標題”中輸入假期的名稱或關閉的原因

    • 在“說明”中輸入更多有關此假期的資訊

    • 接著可選擇此事件為單一事件或重複事件。

      • 『只在這一天放假』：這是為期一天的假期

      • 『每週重複相同時間的假期』：這是每週關閉（例如，如果您每個星期天都關閉）

      • 『每年同一天重複的假期』：這是一個每年一次的假期關閉（例如，如果您在每年的 1 月 1 日關閉）

      • 『範圍內的假期』：這是一個持續數天的假期

        說明

        如果您選擇“範圍內的假期”，請確保在頂部輸入“截止日期”

      • 『每年在範圍內重複的假期』：這是一個每年延長好幾天的假期（例如學校的暑假）

        說明

        如果您選擇“範圍內每年重複的假期”，請確保在最上面輸入“截止日期”

    • 最後設定事件適用於所有圖書館或祗適用於單一圖書館

      • 以行事曆下方的複製選單把所有假日複製至其他分館

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

  • 儲存之後，您可在行事曆右方看到事件清單摘要

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

編輯事件

編輯事件

  • 勾選行事曆的事件，以改變它(勾選行事曆的日期，不是摘要)

    Edit holiday form

  • 在此表單內可以編輯或刪除假日。

    • 必須按 『儲存』 鈕才算完成編修。

  • 按可重複事件將出現略有不同的選項

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

    • 在上面的表格中，您會注意到現在有一個選項“為這個重複的假期生成一個例外”和“在一個日期範圍內生成例外”，選擇這些選項之一將使您能夠使這個日期不關閉，即使圖書館通常在這個日期關閉。

    • 必須按 『儲存』 鈕才算完成編修。

其他說明

新增或編輯事件時，可以勾選表單旁的問號，取得額外的說明

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

CSV設定檔

  • 到: 更多 > 工具 > 額外的工具 > CSV設定檔

建立CSV設定檔說明您如何輸出您的購物車或是清單.

CSV profiles are also used in the acquisitions module to export baskets and late orders, in the serials module to export late issues, and in the reports module to export the list of lost items.

Adding a CSV profile

To add a CSV profile,

  • 點擊“新增 CSV 設定檔”

    Add new CSV profile form

    • Profile name: enter a unique and meaningful name for the profile. This name will appear on the export pull down list when choosing 『Download』 from your cart or list, or when choosing the profile in the acquisitions, serials or reports module to export baskets, late orders, etc.

      View of the cart with the 'Download' button open and "CSV - Simple export" is selected, other options are iso2709, RIS, and BibTex.

    • Profile type: this determines what type of fields you plan to use (MARC or SQL) to define your profile; it will also affect the 『Usage』 options below.

      • If you choose MARC, you will need to enter MARC fields.

        Add new CSV profile form filled with MARC information

      • If you choose SQL, you will need to enter SQL database fields.

        Add new CSV profile form filled with SQL information

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

    • Profile description: you can use this field to expand the profile name. The description will also appear in the OPAC when patrons download content, so make sure it’s clear for your patrons as well.

    • CSV separator: this is the character used to separate values and value groups.

      備註

      最常見的選項是逗點，因為大部份的試算表應用程式都能以逗點使用開放檔案。

    • Field separator (only available with MARC profile type): this is the character used to separate duplicate fields.

      • For example, you may have multiple 650 fields and this is the character that will appear in between each one in the column.

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

    • Subfield separator (only available with MARC profile type): this is the character used to separate duplicate subfields.

      • For example, you may have multiple $a subfields in a field.

    • Encoding: use this field to define the character encoding used when saving the file.

    • Only available on the staff interface (only available with MARC profile type): check this box to limit this CSV profile to the staff interface only, meaning patrons will not be able to use this profile to export their cart or lists from the OPAC.

    • Profile MARC fields (only available with MARC profile type): enter the fields or subfields to export, separated by pipes.

      • For example:

        200\|210$a\|301

      備註

      You can use the dollar sign ($) to separate the field number and subfield code, or simply write the field number and subfield code together.

      For example:

      200\|210$a\|301

      Or without the dollar sign:

      200\|210a\|301

      小訣竅

      You can use your own headers (instead of the ones from Koha) by prefixing the field number with a header, followed by the equal sign.

      For example:

      Personal name=100\|title=245$a\|300

      備註

      You can customize further the profile with Template Toolkit syntax.

      See Using Template Toolkit in MARC CSV profile below for more information and examples.

    • Profile SQL fields (only available with SQL profile type): enter the database fields to export, including the table name, separated by pipes.

      • For example:

        biblio.title\|biblio.author

      小訣竅

      You can use your own headers (instead of the ones from Koha) by prefixing the field with a header, followed by the equal sign.

      For example:

      Title=biblio.title\|Author=biblio.author

      重要

      For late issues claims you can use data from following tables:

      • serial

      • subscription

      • 書目

      • 書目館藏

      • aqbookseller

      For basket exports you can use data from following tables:

      • 書目

      • 書目館藏

      • aqorders

      • aqbudgets

      • aqbasket

      重要

      Exporting late orders requires a profile using the Template Toolkit syntax (the same syntax as the notices and slips).

      There is a default profile that comes with Koha that you can use as an example.

      Title[% separator %]Author[% separator %]Publication year[% separator %]ISBN[% separator %]Quantity[% separator %]Number of claims
[%~ SET biblio = order.biblio ~%]
"[% biblio.title %]"[% separator ~%]
"[% biblio.author %]"[% separator ~%]
"[% bibio.biblioitem.publicationyear %]"[% separator ~%]
"[% biblio.biblioitem.isbn %]"[% separator ~%]
"[% order.quantity%]"[% separator ~%]
"[% order.claims.count%][% IF order.claims.count %]([% FOR c IN order.claims %][% c.claimed_on | $KohaDates %][% UNLESS loop.last %], [% END %][% END %])[% END %]"
[% END %]

  • Click 『Submit』 to save the new profile.

Using Template Toolkit in MARC CSV profiles

Template Toolkit syntax can be used to build complex CSV files.

For MARC information, you have to use the 『fields』 variables to access the field list of the current record.

Start with the column heading, equal sign, and the TT variable. Always separate CSV columns with a pipe (|).

For example, this will return a two-column CSV file, with the first column titled 「Title」 and the second column titled 「Author」. The first column will contain 245$a and the second column will contain 100$a:

Title=[% fields.245.0.a.0 %]|Author=[% fields.100.0.a.0 %]

重要

It’s not possible to display an entire field (e.g. all of 245) you need to list the subfields you want to display.

The 『0』 indicate which field or subfield to print if there are more than one. For example, this will fetch the first subfield 『a』 of the first 『245』 field it finds in the record:

[% fields.245.0.a.0 %]

Single subfield

This is the syntax to get a single subfield from a MARC field.

For example, to get 245$a:

[% fields.245.0.a.0 %]

Multiple subfields in the same column

To concatenate multiple subfields in one column, you’ll need to use [% FOREACH %]. Remember to always define the end of the FOREACH loop with [% END %].

For example, to get both 245$a and 245$b in the same column:

[% FOREACH field IN fields.245 %][% field.a.0 %][% field.b.0 %][% END %]

Multiple subfield values

The previous examples only fetched the first occurrence of the subfield. In some cases, a field might contain more than one subfield of the same code in a field. In that case, you’ll need to use the join() key. The parentheses contain the separator character.

For example, to get 260$a, $b, and $c, in a case where there might be more than one of each subfield, they will be separated by a semicolon followed by a space:

[% FOREACH field IN fields.260 %][% field.a.join('; ') %][% field.b.join('; ') %][% field.c.join('; ') %][% END %]

Indicator values

The indicators can be accessible using the indicator key.

For example, to get the value of the second indicator of the 245 field:

[% fields.245.0.indicator.2 %]

Fixed-length data field values

You can use substr() (substring) to get values from specific positions in fixed-length data fields.

For example, to get the language from the 008 field (positions 35-37):

[% fields.008.0.substr(35,3) %]

Using conditions

Template Toolkit allows to add conditions, with [% IF %], [% ELSIF %], and [% ELSE %]. Remember to always define the end of the condition with [% END %].

For example, to get 650$a if indicator 2 for 650 is set:

Subject=[% FOREACH field IN fields.650 %][% IF field.indicator.2 %][% field.a.0 %][% END %][% END %]

小訣竅

If you find you have extra spaces in your CSV, you can add tildes (~) inside the TT variables to remove extra whitespaces.

For example, the following code might replace the FOREACH variable with a space, making the title column start with a space:

Title=[% FOREACH field IN fields.245 %][% field.a.join(' ') %][% field.b.join(' ') %][% END %]

To correct this, add tildes at the beginning and end of the FOREACH variable:

Title=[%~ FOREACH field IN fields.245 ~%][% field.a.join(' ') %][% field.b.join(' ') %][% END %]

Modifying CSV profiles

To modify a CSV profile, click the 『Edit』 button next to the profile.

Alter the necessary fields and click 『Submit』.

To delete a profile, click the 『Delete』 button next to the profile.

使用CSV設定檔

MARC CSV profiles will appear on the export list or cart menu under the 『Download』 button in both the staff interface and the OPAC.

View of a list called 'Shakespeare' with the 'Download list' button open and "CSV - Simple export" is selected, other options are iso2709, RIS, and BibTex.

SQL CSV profiles will be available in various Koha modules in the staff interfaces depending on their usage.

  • 『Late serial issues claims』 CSV profiles will appear at the bottom of the late issues table in the serials module.

  • 『Export late orders』 CSV profiles will appear at the bottom of the

    late orders table in the acquisitions module.

  • 『Basket export in acquisition』 CSV profiles will appear in the 『Download』

    button in acquisitions baskets.

  • 『Export lost items in report』 CSV profiles will appear in the lost items report.

日誌檢視器

  • 到: 更多 > 工具 > 額外的工具 > 日誌檢視器

在日誌檔案中紀錄Koha系統的運作. 您 :ref:`system preferences <logs-label>`可以更改防止不同運作的日誌. 可以使用這些日誌檢視器查看日誌.

Screenshot of the log viewer tool

備註

模組名稱旁邊的警告標誌表示未記錄此模組中的操作。 更改您的 日誌偏好 以記錄來自模組的操作。

選擇選單的不同組合，以產生詢問的紀錄檔。

搜尋與流通模組有關的紀錄，產生結果

Log viewer results table

備註

您可以在管理模組的 :ref:`』欄組態』<column-settings-label>`部份, 自定義此表的列 (table id: logst)。

最新消息

  • 到: 更多 > 工具 > 額外的工具 > 新聞

Koha 的最新消息模組允許館員張貼最新消息至 OPAC、館員目錄與流通收條。

News tool main page

新增消息在OPAC, 館員操作端或是一個流通收據:

  • 點擊’新的款目』

    New news entry form

    • 代碼：輸入此消息館藏的唯一代碼

    • 顯示位置: 選擇放置消息的地方

      Drop-down menu of display locations for news

      • 圖書館館員和OPAC介面: 內容將出現在館員界面主頁以及 OPAC 的消息區域中

      • 圖書館館員介面: 目錄會出現在員工介面的主頁上

        A news block on the main page of the staff interface, followed by a quote of the day

      • OPAC：內容將出現在OPAC頁面的頂端中間部分

        • 在 OPAC 的最新消息下有個 RSS 圖示允許您和您的使用者訂閱圖書館的消息

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

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

      • 條: 目錄會出現在流通收據上

        Issue slip with news at the bottom

        備註

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

    • 圖書館: 選擇顯示此消息館藏的圖書館

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

    • 出版日期：使用出版日期欄位來控制您的新增館藏出現的日期

      • 範例: (假設今天的日期是2019年5月7日)

        • 現行出版日期: 設定出版日期是2019年5月7日

        • 未來預訂出版日期: 設定日期在2019年5月7日之後

        • 新聞館藏的回溯日期: 設定日期在2019年5月7日之前

    • 過期日期：使用過期日期欄位在不再相關時自動停止顯示新增館藏。

      • 如果此欄位為空，則將顯示新增館藏，直到您手動將其刪除

    • 顯示位置: 讓您決定新增館藏的顯示順序

      • 如果該欄位留空，則消息將從最新顯示到最舊

      • 在此欄位中，0 是最上面的位置； 數字越大，消息出現在列表中的位置越下面

    • 您可以為安裝的每種語言輸入消息標題和文字

備註

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

  • After filling in all of the fields, click 『Save』 at the top of the page.

    • Alternatively, click the arrow next to the 『Save』 button and choose 『Save and continue editing』 if you need to stay on this page to continue editing the news item.

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

HTML客製化

  • 到: 更多 > 工具 > 額外的工具 > HTML 客製化

Koha 的 HTML 自定工具允許館員將內容發布到 OPAC。

Additional content / HTML customizations main page

Add a new HTML customization

To add content:

  • 點擊’新的款目』

    New additional content entry form

    • 代碼：為此附加內容項輸入唯一代碼

    • Display location: choose where to put the content.

      Drop-down menu of display locations for additional content

    • 圖書館：選擇將顯示此內容的圖書館

      • 在最終使用者登錄到 OPAC 之前，只有為“所有圖書館”列出的內容塊才會顯示，除非您的系統管理員在虛擬主機中配置了“OPAC_BRANCH_DEFAULT”替換值。

    • 出版日期：使用出版日期欄位來控制您的內容出現的日期

      • 範例: (假設今天的日期是2019年5月7日)

        • 現行出版日期: 設定出版日期是2019年5月7日

        • 未來預訂出版日期: 設定日期在2019年5月7日之後

        • 新聞館藏的回溯日期: 設定日期在2019年5月7日之前

    • 到期日期：使用到期日期欄位在不再相關時自動停止顯示內容。

      • 如果此欄位為空，將顯示內容，直到您手動將其刪除

    • 顯示位置: 讓您決定您的內容顯示順序，當同一顯示位置有多個內容時

      • 如果該欄位留空，則內容將從最舊顯示到最新

      • 在此欄位中，0 是最上面的位置； 數字越大，內容在列表中的顯示位置就越低

    • 您可以為安裝的每種語言輸入內容標題和文字

      備註

      附加內容不顯示題名。 它主要用於在查看附加內容館藏列表時一目了然地了解內容。 如果要顯示題名，則必須將其增加到文字部分。

備註

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

  • After filling in all of the fields, click 『Save』 at the top of the page.

    • Alternatively, click the arrow next to the 『Save』 button and choose 『Save and continue editing』 if you need to stay on this page to continue editing the news item.

Display locations

  • OPAC locations

    The following image shows where each block is displayed on the OPAC’s main page, for the blocks that are displayed on the main page.

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

    備註

    The Quote of the day feature is found in the tools module, and the news are managed in the news tool. The rest of the customizable blocks are managed in the HTML customizations tool.

    • ArticleRequestsDisclaimerText: 內容將出現，讀者必須先接受，才能繼續文章申請表； 用於任何版權/免責聲明讀者需要注意有關文章或章節的影印本或掃描件

    • CatalogConcernHelp: content will appear at the bottom of catalog concern form when reporting a concern in the OPAC, or reporting a concern in the staff interface. The default text is 「Please describe your concern clearly and the library will try to deal with it as quickly as possible」.

    • CatalogConcernTemplate: content will appear in the main text area of the catalog concern form when reporting a concern in the OPAC, or reporting a concern in the staff interface. The default text is

      **Describe the concern**

A clear and concise description of what the concern is.

**To Reproduce**

Steps to reproduce the behavior:
1. Go to '...'
2. Click on '....'
3. Scroll down to '....'
4. See error

**Expected behavior**

A clear and concise description of what you expected to happen.

      小訣竅

      Since this will be in a text field, there is no way to add formatting. Make sure to use the text editor, not the WYSIWYG editor, in order to have line breaks in your text.

    • CookieConsentBar: content will appear on the banner displayed when the CookieConsent system preference is enabled.

      版本

      The CookieConsentBar display location was added in version 23.11 of Koha.

      備註

      The CookieConsentBar content will appear on the cookie banner in both the OPAC and the staff interface.

    • CookieConsentPopup: content will be used as the main body for the Cookies policy that pops up when clicking 『More information』 on the cookie banner.

      版本

      The CookieConsentPopup display location was added in version 23.11 of Koha.

      備註

      The CookieConsentPopup content is used in both the OPAC and the staff interface.

    • opaccredits: 內容會出現在頁面的底部

    • OpacCustomSearch: 內容將取代頁面頂端的簡易搜尋欄

    • opacheader: 內容會出現在OPAC頁面的頂端

    • OpacLibraryInfo: content will appear in the 『Libraries』 page in the OPAC, as well as in the holdings table in the OPAC

    • OpacLoginInstructions: 內容會出現在OPAC主頁的登入框下面

    • OpacMaintenanceNotice: content will replace the default maintenance message when the OpacMaintenance system preference is set to 『Show』.

      版本

      Prior to Koha version 23.11, this was a system preference. See OpacMaintenanceNotice for more information.

    • OpacMainUserBlock: 內容會出現在OPAC主頁的中間

    • OpacMoreSearches: content will appear under the search box at the top of the OPAC. By default (and depending on system preferences) there is a link for Advanced search, Course reserves, Authority search, and Tag cloud. Any new searches will be added to the right of the already present links.

    • OpacMySummaryNote: content will appear above the patron’s summary and below the welcome message when the patron logs in to the OPAC and views their 『your summary』 tab.

      Top of the your summary page, under the title of the page, it is written Welcome Mary Burton, Click here if you're not Mary Burton and below that is a text that says This is OpacMySummaryNote.

    • OpacNav: content will appear on the left hand column of the main page and patron account on the OPAC. When on the patron account page, the content in OpacNav will appear before the account tabs (summary, charges, personal details, etc.)

    • OpacNavBottom: content will appear on the left hand column of the main page and patron account on the OPAC. When on the patron account page, the content in OpacNavBottom will appear after the account tabs (summary, charges, personal details, etc.). On the main page, the content in OpacNavBottom appears right below the content in OpacNav.

    • OpacNavRight: 目錄會出現在OPAC頁面的右側

    • OPACResultsSidebar: content will appear on the search results page below the list of facets on the left side of the screen.

      版本

      Prior to Koha version 23.11, this was a system preference. See OPACResultsSidebar for more information.

    • OpacSuggestionInstructions: 內容將替換 OPAC 上 購買建議表頂端的文字

    • OpacSuppressionMessage: content will appear on the OPAC when a record is blocked. (See the OpacSuppression system preference for more information.)

      版本

      Prior to Koha version 23.11, this was a system preference. See OpacSuppressionMessage for more information.

    • PatronSelfRegistrationAdditionalInstructions: content will be displayed after the patron successfully creates a library account via the OPAC.

      版本

      Prior to Koha version 23.11, this was a system preference. See PatronSelfRegistrationAdditionalInstructions for more information.

      備註

      Note that this only appears after the patron has registered.

    • SCOMainUserBlock: content will appear in the center of the main page of the self check-out screen.

      版本

      Prior to Koha version 23.11, this was a system preference. See SCOMainUserBlock for more information.

    • SelfCheckHelpMessage: content will appear above the existing help message when clicking the 『Help』 link in the top right of the self check-out interface.

      版本

      Prior to Koha version 23.11, this was a system preference. See SelfCheckHelpMessage for more information.

    • SelfCheckInMainUserBlock: content will appear in the center of the main page of the self check-in screen.

      版本

      Prior to Koha version 23.11, this was a system preference. See SelfCheckInMainUserBlock for more information.

  • Staff interface locations

    • StaffAcquisitionsHome: content will appear at the bottom of the Acquisitions module main page.

    • StaffAuthoritiesHome: content will appear at the bottom of the Authorities main page.

    • StaffCataloguingHome: content will appear at the bottom of the Cataloguing module main page.

    • StaffListsHome: content will appear at the bottom of the Lists main page.

    • StaffPatronsHome: content will appear at the bottom of the Patrons module main page.

    • StaffPOSHome: content will appear at the bottom of the Point of sale main page.

    • StaffSerialsHome: content will appear at the bottom of the Serials module main page.

Pages

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

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

Pages tool main page, with table of current pages

To add a new page:

  • 點擊’新的款目』

    New page entry form

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

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

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

      • OPAC: a link for the OPAC will be created

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

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

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

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

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

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

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

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

備註

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

  • After filling in all of the fields, click 『Save』 at the top of the page.

    • Alternatively, click the arrow next to the 『Save』 button and choose 『Save and continue editing』 if you need to stay on this page to continue editing the news item.

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

    備註

    To link to a specific page, use the code in the URL with the code= parameter. For example:

    OPACBASEURL/cgi-bin/koha/opac-page.pl?code=staff_and_opac_42

STAFFCLIENTBASEURL/cgi-bin/koha/tools/page.pl?code=staff_and_opac_42

    In multi-language installations, use the language= parameter followed by the language code to link to the page in a specific language. For example:

    OPACBASEURL/cgi-bin/koha/opac-page.pl?code=staff_and_opac_42&language=fr-CA

STAFFCLIENTBASEURL/cgi-bin/koha/tools/page.pl?code=staff_and_opac_42&language=fr-CA

To use a custom page

Once the page has been developed and saved, you will see a summary table of all custom pages. This table also displays the generated links to access these custom pages. The links will be available in both the default language, and the installed language currently in use by the logged in staff member.

Pages tool main page, with table of current pages

There is a button to preview the created page. This is helpful to check how the page looks and functions before it is deployed.

Preview of a page

Now the page has been created, there are a number of ways to make the page accessible to your patrons in the Koha OPAC.

Example of a page on the OPAC

One option is to use an HTML customisation to add the link to the page to a section of the OPAC. The page can be added as a navigation link (in OpacNav, OpacNavBottom, or OpacNavRight). Depending on the page, it may be more suitable in the header (opacheader), footer (opaccredits), or main section of the homepage (OpacMainUserBlock).

HTML customizations are only displayed on the OPAC, so News items would be the appropriate tool to add the link to the main landing page of the staff interface.

Example of an OpacNav HTML customization with links to pages

The benefit of putting the page link in an HTML customization or News item is that you can use the WYSIWYG editor, instead of writing code. However, there is always the option to write the content in the HTML text editor too, if you prefer.

Those more proficient in writing code could use jQuery (Javascript) to insert their page link anywhere in the OPAC or staff interface.

Example of using javascript in the OPACUserJS system preference to add a link to a custom page under the search bar in the OPAC

Using jQuery, the pages could be added to either interface as simple text links, or as more advanced button links or image links. Add code to the OPACUserJS system preference to apply jQuery to the OPAC, or to the IntranetUserJS system preference to apply jQuery to the staff interface.

Clever ways to use custom pages:

There are many interesting ways to use custom pages in a Koha library. We’ve heard discussion of pages being used for tables of contents, frequently asked questions pages for the library, and enquiry forms.

Example of a custom page, with a form for patrons to send enquiries to the library

Another way to make custom Koha page content accessible for users, would be to catalogue those pages so they pop in in Koha search results, for example library tutorials that patrons may be looking for.

Example of a custom page "How to use eBooks Tutorial" catalogued as a bibliographic record

Once the page has been created, it can be catalogued in the URI field of a record (856$u). Alternatively, it could be catalogued in the URI field of an item attached to a record (952$u). Both of these fields get converted into hyperlinks by Koha. If catalogued in a record or item, it would then be indexed and become searchable.

Once catalogued, these pages could be used in other ways that are typically reserved for books and other records. The records representing pages can be added to lists, or stored in virtual collections or locations that make them easier to find in the catalogue. They could even be captured and displayed in carousels!

工作排程

  • 到那裡： 更多 > 工具 > 其他工具 > 工作排程

工作排程是任何時間都可執行的報表排程。

進入工作排程並填寫表單，就能排入工作

image392

  • 伺服器現在時間(用於管理所有的報表 - 不是真的在地時間)

  • 時間應鍵入為時時：分分(2個數字為時，2個數字為分)

  • 應以彈出的日曆鍵入日期

  • 從報表選取工作的報表

  • 選是是否收取此結果的文字或連結

  • 在 Email 欄位鍵入接收報表者的電子郵件

工作排程表單下，有排定報表清單

image393

You can also schedule reports directly from the list of saved reports by clicking the small arrow next to the 『Run』 button and selecting the 『Schedule』 option.

"Schedule" option of the report action button

解決問題

若網站使用者沒有權限則不會執行工作排程。檢查 /etc/at.allow 查看使用者的權限。若沒有該檔案，則檢查 etc/at.deny 檔案。若 at.deny 內容為空白，則每個人都可以執行它。要求您的系統管理員把使用者加入正確的位置才能執行排定工作。

Quote editor

  • Get there: More > Tools > Additional Tools > Quote editor

此工具可以新增與編輯顯示於 OPAC 的引句。

Main page of the quote of the day editor

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

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

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

在館員界面中，引言將出現在左側消息下方。

A news block on the main page of the staff interface, followed by a quote of the day

Adding a quote

新增引句：

  • Click the 『New quote』 button in the toolbar at the top of the page.

    Main page of the quote of the day editor

  • 填寫表格。

    New quote form

    • 來源：輸入引用的來源，例如 說這句話的人的名字

    • 文字：輸入引句的文字

    警告

    必須在 『來源』 與 『內文』 欄位鍵入資料才能儲存新的引句。

  • 點擊“提交”以保存新引句。

新引句現在應該在清單中可以看到。

Importing quotes

您可以以 CSV 檔案批次匯入引句。該檔案必須有以下兩個形式的欄位：」來源」、」文字」 且無標題行。

備註

將提示確認上傳的檔案大於512KB。

  • To start the import process click the 『Import quotes』 button at the top of the screen.

    Main page of the quote of the day editor

  • 進入匯入引句螢幕後可從電腦內選取欲匯入的檔案

    Quote uploader screen

  • 選定CSV檔案後，點選 『開啟』 鈕，該檔案將上傳至暫存編輯表。

    A list of imported quotes in a table

  • 按下 『來源』 或 『文字』 欄位就能夠編輯該清單的內容。完成欄位的編輯後，按 <Enter> 鈕儲存該內容。

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

  • 完成之後，按上方工具列的 『儲存引句』 鈕儲存引句。

Editing a quote

要編輯引句，請點擊引句右邊的“編輯”按鈕。

Main page of the quote of the day editor

編輯 『來源』 或 『文字』 欄位。

點擊“提交”以保存引句。

Deleting a quote

要刪除引言，請點擊引句右邊的“刪除”按鈕。

Main page of the quote of the day editor

點擊“刪除”確認刪除。

Quote deletion confirmation modal

Tool plugins

This tool is used to view, manage and configure plugins used as tools.

This section will only be visible once you have uploaded tool-type plugins in the plugin administration page.

  • Get there: More > Tools > Additional Tools > Tool plugins

From this page, you will see only tool-type plugins.

See the managing plugins section of this manual to learn how to manage your tool-type plugins.

上傳

  • 到那裡： 更多 > 工具 > 其他工具 > 上傳

從 編目表單 上傳檔案供選擇。

Upload files

第一次進入上傳工具時，可能看到缺少類型的警示。

image1242

類型設定在 UPLOAD 類型的 容許值。若沒有上傳類型，則把檔案暫存，在重新啟動伺服器時將被刪除。一但在 UPLOAD 容許值類型內有了資料，可在 『瀏覽』 鈕下看類型的下拉選單。

Upload new files tool with the option to select the file and assign a category

瀏覽電腦的檔案，選擇類型並決定是否讓讀者經由 OPAC 下載。上傳之後，還有確認程序。

image1244

搜尋檔案

上傳的檔案都可以經由上傳表單搜尋。使用該表單可搜尋檔案名稱的任何部份及 Hashvalue。搜尋上傳檔案

出現搜尋結果。

image1245

近用檔案

  • 到那裡： 更多 &gt; 工具 &gt; 其他工具 &gt; 近用檔案

此選項允許從館員介面近用伺服器的檔案。被 koha-conf.xml 設定的資料夾內檔案。為了能夠近用工具，需有超級館員或 access_files 權限的館員。

image1340

OPAC 問題報表

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

該工具用於管理讀者通過 OPAC 發送的問題報表。

備註

This tool only appears if the OPACReportProblem system preference is enabled.

從此工具中，您將看到讀者在 OPAC 上報表的所有問題。

Table of problem reports submitted by patrons

在“操作”列中，您可以

  • “標記已查看”：將此問題報表標記為已查看，這會將問題報表的狀態更改為“已查看”

  • 『標記為關閉』：關閉此問題報表，這會將問題報表的狀態更改為’關閉』

  • 『標記為新』：將此問題標記為新問題（即未查看），這會將狀態恢復為“新”。

您還可以通過勾選要更改的問題報表旁邊的框並使用頁面頂端的按鈕來批次更改狀態。

現金管理

Koha 包括許多處理貨幣交易和操作的選項，以允許對這些過程進行細度追蹤以進行審計和分析過程。

收銀機

收銀機可用於跟蹤到圖書館特定位置的作業。 這對於詳細說明現金用於付款的位置以及隨後何時將現金取出並帶到銀行特別有用。

設定

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

然後，您可以從管理模組中的 收銀機 頁面為您的圖書館配置收銀機。

Cashup

可以從 圖書館細節 和 收銀機細節 頁面針對收銀機記錄“兌現”操作。

點擊`記錄現金`按鈕將簡單地記錄操作發生的日期和時間，目的是允許定期記錄何時從收銀機收取款項並將其存入銀行。

上述兩個頁面都利用提現記錄將交易/摘要的顯示限制為自上次提現以來的相關訊息。

一旦發生兌現，在該兌現期間進行的交易摘要可通過註冊詳細訊息頁面上最後兌現日期旁邊的“摘要”連結顯示和列印。

A cashup summary view modal

*圖書館*的現金摘要

  • 到那裡： 主頁 > 工具 > *圖書館*的現金匯總

可以在“*圖書館*的現金摘要”頁面工具下找到與圖書館收銀機相關的交易金額摘要。

該摘要將列出與您登錄的分行相關的登記簿，以及有關每個登記簿中應該有多少錢的訊息、可以帶到銀行的物品以及收入與支出的明細。

*注意：*您還可以從 銷售點 頁面啟用該模組時提供的左側選單訪問此頁面。

*註冊*的交易歷史

  • 到那裡： 主頁 > 工具 > 現金管理 > *註冊*的交易歷史

點擊 :ref:`圖書館詳細資訊 <cash-management-library-details-label>`頁面中的收銀機名稱，即可獲得所有在收銀台發生的交易列表。

如果您擁有正確的權限，您可以從該頁面重新列印收據、發放退款和記錄 cashups。

*注意：*您還可以從 銷售點 頁面啟用該模組時提供的左側選單訪問此頁面。