تطبيق نظام كوها - قائمة التحقق

الدليل التالي سيسير معك عبر الأماكن التي ستحتاج أن تنظر إليها في كوها بغية تحضير البدء باستخدام النظام.

ترحيل البيانات

قبل البداية باستخدام كوها ستحتاج أن تمتلك بعض البيانات. هذا من الممكن أن يتم من خلال إدخالها جميعاً بشكل يدوي. ولكن معظم المستخدمين لديهم فعلاً بياناتهم الخاصة بصيغة إلكترونية بصنف ما وفقط يريدون إعادة صياغتها قليلاً ليستوردوها إلى كوها.

  • Create a list of libraries and enter their info and codes into Libraries & Groups
  • Define your list of Item Types
  • Define your patron categories and enter the categories and their codes into Patron Categories
  • Enter any additional patron information fields you use in your library in the Patron Attributes
  • Define all of your Authorized Values
    • ` أكواد المجموعات <#ccode>`__
    • ` أماكن الرفوف <#shelvelocvals>`__
    • Item statuses (lost, not for loan, damaged, withdrawn)
    • بالإضافة إلى أي حالات أُخرى لها حاجة في مكتبتك
  • Optionally define City/State/Postal Code combos
  • Map your bibliographic data from your legacy system to Koha fields and migrate (remembering to use the collection, shelving, item type and library codes you entered in the above setting areas)
  • Map your patron data from your legacy system to the Koha fields and migrate (remembering to use the patron and library codes you defined above)
  • افحص بياناتك المرحَّلة لتتأكد أن كل شيء قد تمَّ كما توقعته أن يكون ، بعض الأمور للفحص تتضمن:
    • افحص بعضاً من عناوينك مع علامات التشكيل وتاكد من أنه تمَّ تّهجيرُها بشكل صحيح.
    • افحص العناوين في الدوريات وتأكد أن معلومات تلك الدوريات تم ترحيلها بشكل صحيح.
    • تأكد من أن بيانات الإتصال الخاصة بمستفيديك موجودة في الحقول الصحيحة.
    • إذا ما تم ترحيل بيانات دورياتك إبحث عن تلك السجلات في الفهرس وتأكد من أنها تبدو بشكل جيد.
    • إذا ما تم ترحيل بيانات سلاسلك إبحث عن تلك التسجيلات في وحدة السلاسل وتأكد من أنها تبدو بشكل جيد.
    • افحص تسجيلات مارك لتفحص أن المواد المتعددة قد فُهرست بشكل صحيح
    • افحص عملية الفهرسة لترى إذا ما كانت كل الحقول الضرورية متاحة
    • إذا ما تم نقل الغرامات أيضاً ، افحص لترى أنهم طبقوا بشكل صحيح
    • إذا ما تم ترحيل الحجوزات ، افحص لترى دقتها في الفهرس وتسجيلات المستفيدين

إعدادات الإدارة

معظم هذه التفضيلات لا يجب تغييرها لتستخدم نظام كوها الخاص بك ، ولكنك قد ترغب في تخصيص بعضها.

  • If your library uses CAS Authentication, you'll want to set the various CAS system preferences
  • تفضيلات إدارة النظام
    • KohaAdminEmailAddress : This is the email address that will be used by the system in 'from' lines and to send errors to if there is no email set for the branch
    • noItemTypeImages : Decide if you want to show item type icons in the staff client and opac
    • delimiter : This value will be put in between fields when exporting data from Koha
    • virtualshelves : Decide if you want the staff and/or patrons to use lists in Koha
    • AutoLocation : Require staff to log in to the staff client from a specific IP range
    • IndependentBranches : Prevent librarians from editing content that belongs to other branches
  • Go through the Log System Preferences and decide which actions you want to keep track of in the logs
  • Decide if you'd like to share your library's information with the Koha community by setting the Sharing system preferences.
  • Decide what cron jobs you need to run and when.

إعدادات التوطين

يُستخدم كوها على امتداد العالم ولذلك ستحتاج أن تتاكد من ضبطك تفضيلات التوطين بحيث تظهر الخيارات على امتداد كوها بشكل صحيح بحسب منطقتك/لغتك.

  • تفضيلات النظام للتوطين/والتدويل
    • dateformat : Decide how dates are displayed throughout Koha
    • opaclanguagesdisplay : Decide if patrons can choose what language the OPAC appears in
      • opaclanguages : Decide which languages the patrons can choose from
    • language : Decide which languages appear in the staff client
    • CalendarFirstDayOfWeek : Define your first day of the week

إعدادات تداول المواد

قبل ان تبدأ عمليات تداول مواد مجموعتك عليك أن تضبط القواعد والتفضيلات لديك لذلك.

إعدادات تداول المواد

You have already imported patron data from your old system, but there are plenty of options available to you regarding patrons and their accounts.

إعدادات تداول المواد

قبل ان تبدأ عمليات تداول مواد مجموعتك عليك أن تضبط القواعد والتفضيلات لديك لذلك.

إعدادات الإدارة

Koha has the ability to keep track of your authority records and how they're linked to your bibliographic records. Before using authorities you should configure several preferences.

بحث تهيئة المحرك

There are several system preferences related to searching, it is not always recommended to make too many changes to these preferences since they are set to get you the most relevant results. If you would like to change the default way that Koha handles searching, view the Searching system preferences tab.

التهيئة

There are a lot of ways you can customize your OPAC in Koha.

  • Decide how you want your OPAC to look & what content you want on the main page

  • Create a library branded stylesheet using CSS

    • Important

      Do not edit the default CSS files, instead create a new one, that way the system can always fall back on the original CSS.

  • Create a custom XSLT stylesheet to change the way search results and bib records appear in the OPAC

  • تفضيلات النظام

    • OPACBaseURL : Enter your library's url
    • opacuserlogin : Decide if you want to allow patrons to login to the OPAC to access customized functionality (searching will be allowed without logging in)
      • RequestOnOpac : Decide if patrons can place holds via the OPAC
      • OpacPasswordChange : Decide if patrons can change their password (don't allow this if you're using LDAP)
      • OpacRenewalAllowed : Decide if patrons can renew their checked out items via the OPAC
      • opacreadinghistory : Decide if patrons can view their reading/checkout history via the OPAC
      • reviewson : Decide if you want to allow patrons to comment on bib records via the OPAC
      • OpacStarRatings : Decide if patrons can leave star ratings
      • virtualshelves : Decide if you want patrons to be able to create Lists
      • OpacAllowPublicListCreation : If patrons can create lists then decide if they are allowed to create public lists
      • suggestion : Decide if you want patrons to be able to submit purchase suggestions
      • OPACViewOthersSuggestions : Decide if you want patrons to be able to see purchase suggestions made by other patrons
    • opacbookbag : Decide if patrons can save items into their cart
    • AnonSuggestions : Decide if you want non logged in users to be able to make purchase suggestions
    • LibraryName : Enter your library name for display in the <title> tag and on the top of the OPAC
    • opaccredits : Enter HTML to appear at the bottom of every page in the OPAC
    • OpacMainUserBlock : Enter HTML that will appear in the center of the main OPAC page
    • OpacNav : Enter HTML that will appear to the left on the main OPAC page
    • OpacNavBottom : Enter HTML that will appear below OpacNav
    • OpacNavRight : Enter HTML that will appear below the login box on the right
    • opacheader : Enter the HTML that will appear above the search box on the OPAC
    • OPACNoResultsFound : Enter the HTML that will appear when no results are found
    • OPACResultsSidebar : Enter the HTML that will appear below the facets on your search results
    • OPACMySummaryHTML : Enter the HTML that will appear in the far right of the circulation summary in the OPAC
    • تخصيص أشكال اللصاقة
    • OpacHighlightedWords : Decide if you want search terms to be highlighted on the search results
    • hidelostitems : Decide if you want to show patrons items you have marked as lost
    • BiblioDefaultView : Decide what view is the default for bib records on the OPAC
    • OPACShelfBrowser : Decide if you want to enable the shelf browse functionality
    • OPACURLOpenInNewWindow : Decide if URLs clicked in the OPAC are opened in a new window
    • SearchMyLibraryFirst : If you have a multi-branch system decide if you want patrons to search their library first
    • OpacAuthorities : Decide if you want patrons to be able to search your authority file
    • OpacBrowser : Decide if you want patrons to browse your authority file (French libraries only)
    • OPACSearchForTitleIn : Choose which libraries you want patrons to be able to re-run their search in
    • OpacAddMastheadLibraryPulldown : If you're a multi-branch system you can add a pull down to the search bar for patrons to search which library to search
    • EnableOpacSearchHistory : Decide if you want the system to keep a search history
  • Set up your cron jobs

Editable OPAC Regions

Using the OPAC system preferences you can customize various regions, the following graphic will define what preferences update each of the regions in the Bootstrap theme.

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Enhanced Content Configuration

Koha allows you to pull in content from outside sources to enhance your bib records. All of this content can be toggled on and off using the enhanced content system preferences.

  • FRBR/Editions
    • If you would like to have your OPAC and/or staff client show an 'Editions' tab on the bib record, you want to enable one or the other FRBR preferences and then either one or both of the ISBN services (XISBN and ThingISBN).
  • Amazon : This service is free and just requires that you visit http://aws.amazon.com to sign up
    • Using the Amazon preferences you can choose to show cover images from Amazon.
  • Babelthèque
    • This is a pay service. Contact Babelthèque to learn how to enable this content in the OPAC.
  • Baker and Taylor
    • This is a pay service from Baker & Taylor. Contact Baker & Taylor for the information to enter into these preferences.
  • HTML5 Media
    • This allows libraries to embed streaming media in their catalog
  • Google
    • This service is free and does not require registration, simply enable GoogleJackets and you're set to go.
  • I Deam Books
    • This is a free service that compiles reviews for popular titles from many different sources.
  • LibraryThing
    • With the exception of ThingISBN, you will need to contact LibraryThing for the information to enter into these preferences
    • Enabling ThingISBN will help to populate the editions tab on the bib record display if you have enabled FRBR.
  • Novelist
    • This is a pay service from Ebsco. Contact Ebsco for the information to enter into these preferences
  • OCLC
    • XISBN is used to populate the editions tab on the bib record display if you have enabled FRBR. This service is free for up to 999 queries a day.
  • Open Library
    • Open Library project is an open system that you can pull cover images (and in the future additional content) from
  • Overdrive
    • This is a pay service that libraries can subscribe to for ebook content. If the library subscribes to Overdrive they can integrate that content in to Koha for free.
  • Syndetics
    • This is a pay service from Syndetics to add content for your bib records. Contact Syndetics for the information to enter into these preferences.
  • Tagging
    • اختيار ما إذا كنت ترغب في البحث عن السجلات المتطابقة

معلومات التزويد

When using acquisitions in Koha you first need to define some defaults.

تكوين مجموعات OAI

When you use serials there are a few options you can set before hand.

Planning for Go-Live

Once you have all of your settings ready, you need to prepare for making your system live:

  • Decide if you need training by an outside service or if your staff can do the training themselves.
  • Make sure that there is time for your staff to play with your test system and get comfortable with it
  • If this is a migration, work with your previous company to extract data right before you go live
  • Come up with URLs for your new Koha OPAC & Staff Client
  • Make sure that if you're hosting your own system you have a backup plan