Koha 16.11 Manual (en)

Published: 2016


Table of Contents

1. Introduction
Koha Basics
Koha Recommendations
Using this Manual
Contributing to the Manual
2. Administration
Global System Preferences
Acquisitions
Administration
Authorities
Cataloging
Circulation
Enhanced Content
I18N/L10N
Labs
Local Use
Logs
OPAC
Patrons
Searching
Serials
Staff Client
Tools
Web Services
Basic Parameters
Libraries & Groups
Item Types
Authorized Values
Patrons & Circulation
Patron Categories
Circulation and Fine Rules
Patron Attribute Types
Library Transfer Limits
Transport cost matrix
Item Circulation Alerts
Cities and Towns
Catalog Administration
MARC Bibliographic Frameworks
Koha to MARC Mapping
Keywords to MARC Mapping
MARC Bibliographic Framework Test
Authority Types
Classification Sources
Record Matching Rules
OAI Sets Configuration
Item search fields
Acquisitions
Currencies and Exchange Rates
Budgets
Funds
EDI Accounts
Library EANs
Additional Parameters
Z39.50/SRU servers
Did you mean?
Column settings
Audio alerts
SMS cellular providers
3. Tools
Patrons and Circulation
Patron lists
Comments
Patron Import
Notices & Slips
Overdue Notice/Status Triggers
Patron Card Creator
Patrons (anonymize, bulk-delete)
Batch patron modification
Tag Moderation
Upload Patron Images
Rotating Collections
Catalog
Batch item modification
Batch item deletion
Batch record deletion
Batch Record Modification
Automatic item modifications by age
Export Data (MARC & Authorities)
Inventory/Stocktaking
Label Creator
Quick Spine Label Creator
MARC modification templates
Stage MARC Records for Import
Staged MARC Record Management
Upload Local Cover Image
Additional Tools
Calendar
CSV Profiles
Log Viewer
News
Task Scheduler
Quote of the Day (QOTD) Editor
Upload
4. Patrons
Add a new patron
Add a Staff Patron
Add a Statistical Patron
Duplicate a Patron
Add Patron Images
Editing Patrons
Managing Patron Self Edits
Patron Permissions
Setting Patron Permissions
Patron Permissions Defined
Patron Information
Check Out
Details
Fines
Routing Lists
Circulation History
Modification Log
Notices
Statistics
Files
Purchase Suggestions
Patron discharges
Patron Search
5. Circulation
Check Out (Issuing)
Checking Items Out
Batch Checkouts
Check Out Messages
Check Out Warnings
Renewing
Check In (Returning)
Checking Items In
Check In Messages
Circulation Messages
Setting up Messages
Adding a Message
Viewing Messages
Holds
Placing Holds in Staff Client
Managing Holds
Receiving Holds
Transfers
Set Library
Fast Add Cataloging
Circulation Reports
Holds Queue
Holds to pull
Holds awaiting pickup
Hold ratios
Transfers to receive
Overdues
Overdues with fines
Pending on-site checkouts
Tracking In house Use
In Processing / Book Cart Locations
Self Checkout
Offline Circulation Utilities
Offline Circulation in Koha
Firefox Plugin
Offline Circ Tool for Windows
6. Cataloging
Bibliographic Records
Adding Records
Adding Analytic Records
Editing Records
Duplicating Records
Attaching files to Records
Merging Records
Deleting Records
Item Records
Adding Items
Editing Items
Item Information
Moving Items
Deleting Items
Item Specific Circulation History
Authorities
Adding Authorities
Searching Authorities
Editing Authorities
Merging Authorities
Cataloging Guides
Bibliographic Record Cataloging Cheat Sheet
Item/Holdings Record Cataloging Guide
Handling On Order Items and Holds
7. Course Reserves
Course Reserves Setup
Adding Courses
Adding Reserve Materials
Course Reserves in the OPAC
8. Serials
Manage Serial Frequencies
Manage Serial Numbering Patterns
Custom Subscription Fields
Add a subscription
Receive Issues
Create a Routing List
Subscriptions in Staff Client
Subscriptions in OPAC
Claim Late Serials
Check Serial Expiration
Renewing Serials
Searching Serials
9. Acquisitions
Setup
Vendors
Add a Vendor
View/Edit a Vendor
Vendor Contracts
Managing Suggestions
Placing Orders
Create a basket
Create a basket group
Printing baskets
Receiving Orders
Invoices
Claims & Late Orders
Acquisition Searches
Budget/Fund Tracking
EDI Process
EDI Questions for Vendors
EDI Setup
EDI Ordering
EDI Invoicing
EDIFACT Messages
10. Lists & Cart
Lists
Create a List
Add to a List
Viewing Lists
Merging Bibliographic Records Via Lists
Cart
11. Reports
Custom Reports
Add Custom Report
Edit Custom Reports
Running Custom Reports
Statistics Reports
Acquisitions Statistics
Patron Statistics
Catalog Statistics
Circulation Statistics
Serials Statistics
Holds Statistics
Patrons with the most checkouts
Most Circulated Items
Patrons with no checkouts
Items with no checkouts
Catalog by Item Type
Lost Items
Average Loan Time
Report Dictionary
12. OPAC
Search Results
Results Overview
Filters
Search RSS Feeds
Bibliographic Record
Lists & Cart
Lists
Cart
Placing Holds
Enhanced Content
Tagging
Comments
Zotero
Custom RSS Feeds
OPAC Self Registration
My Account
Resetting your password
My Summary
Patron Flags
My Fines
My Details
My Tags
Change My Password
My Search History
My Reading History
My Privacy
My Purchase Suggestions
My Messaging
My Lists
Ask for a Discharge
Purchase Suggestions
13. Searching
Advanced Search Prefixes
Guide to Searching
Indexing and Searching Description
Indexing Configuration
Basic Searching
Advanced Searching
Item Searching
Common Command Language Searching
Koha Search Indexes
14. Plugin System
Set up
15. Search History
16. About Koha
Server Information
Perl Modules
System Information
17. Implementation Checklist
Data Migration
Admin Configuration
Localization Configuration
Circulation Configuration
Patron Configuration
Cataloging Configuration
Authorities Configuration
Searching Configuration
OPAC Configuration
Editable OPAC Regions
Enhanced Content Configuration
Acquisitions Configuration
Serials Configuration
Planning for Go-Live
18. SOPAC2 Installation
Introduction
Installation of Locum and Insurge
Dependencies
Download
Creation of the Database
Sync DSN
Installation of Insurge
Installation of Locum
Installation of Koha Connector
Harvest Records
Installation of Sphinx
Dependencies
Download and Compile
Creation of User and Group
The Sphinx daemon
Configuration
Indexing documents
Installation of SOPAC2
Download
Installation
Configuration
19. Cron Jobs
Cron Jobs
Search
Circulation
Patrons
Notices
In Processing/Book Cart
Catalog
OPAC
System Administration
Acquisitions
Deprecated scripts
20. Web Services
OAI-PMH
Sample OAI Conf File
REST services
21. Using the SRU server
Using the SRU server
Explain
Search
Retrieve
A. New titles slider for OPAC
B. System Preference Defaults
ISBD Defaults
MARC Default
UNIMARC Default
OPACISBD Defaults
MARC
C. Configuring Receipt Printers
For Epson TM-T88III (3) & TM-T88IV (4) Printers
In the Print Driver
In Firefox
For Epson TM-T88II (2) Printers
In Firefox
For Star SP542 Printers
Installing the Printer
Configuring Firefox to Print to Receipt Printer
D. Notice & Slips Guides
Field Guide for Notices & Slips
E. Example Notice
F. Sample Serials
Reader's Digest (0034-0375)
People Weekly (1076-0091)
Et-Mol
Backpacker (0277-867X)
Keats-Shelley Journal (0453-4387)
Computers in Libraries (1041-7915)
G. Sample List & Cart Emails
Example Email from List
Example Email from Cart
H. Using Koha as a Content Management System (CMS)
Setup
Editing the pages template
Troubleshooting
Bonus Points
Usage
Adding Pages
Viewing your page
Example
Live Examples
I. Resetting the Koha Database
Delete sample data from Tables
Reset the Zebra Index
J. Important Links
Koha Related
Circulation Related
Cataloging Related
Enhanced Content Related
Design Related
Reports Related
Installation Guides
Misc
K. Koha XSLT Item Types
L. MarcEdit
Adding a prefix to call numbers
Importing Excel data into Koha
Converting from Excel format into .mrk format
Convert .mrk file to .mrc
Import .mrc into Koha
M. Talking Tech
Installation and Setup Instructions
Sending Notices File
Receiving Results File
N. OCLC Connexion Gateway
Setting up OCLC service on Koha
Setting up your OCLC desktop client
Using the OCLC Connexion Gateway
Exporting records one by one
Exporting records in a batch
Items in OCLC
O. FAQs
Display
Custom Item Type/Authorized Value Icons
Customizing Koha Images
OPAC Display Fields
Subtitle Display on Bib Records
Show patrons the barcodes of items they have checked out
Circulation/Notices
Book drop Date
Holds to Pull and Holds Queue
Duplicate Overdue Notices
Printing Overdue Notices
Unable to Renew Items
Unable to Place Holds
Keyboard Shortcuts
SMS Notices/Messages
Cataloging
Authority Fields
Koha to MARC Mapping
Number of Items Per Bib Record
Analytics
Acquisitions
Planning Categories
Serials
Advanced Patterns
Reports
Define Codes Stored in DB
Runtime Parameters
Results Limited
Searching
Advanced Search
Wildcard Searching
Title Searching
Enhanced Content
FRBRizing Content
Amazon
System Administration
Errors in Zebra Cron
Making Z39.50 Target Public
Shelving Location Authorized Values
Why do I need Authorized Values?
How do I clean up the sessions table?
Hardware
Barcode Scanners
Printers
P. Extending Koha
Amazon lookup script for Koha libraries
Keyword Clouds
Newest Titles Pulldown
Cataloging and Searching by Color
Q. Koha and Your Website
Koha search on your site
R. GNU General Public License version 3

List of Tables

2.1. Authority Indexes
2.2. SRU Mapping
2.3. SMS Provider Examples
6.1. Cataloging Guide
6.2. Koha Embedded Holdings Data
13.1. Attributes
13.2. Indexes

List of Examples

N.1. Item record example
N.2. Item record example