FAQs

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Custom Item Type/Authorized Value Icons

Question: Can I have my own set of item type images (or authorized value icons)?

Answer:Absolutely. To add additional icons to your system you simply add a new directory to koha-tmpl/intranet-tmpl/prog/img/itemtypeimg/ and to koha-tmpl/opac-tmpl/prog/itemtypeimg and put your icons in the new directory. Your icons will show up in a new tab as soon as they are in the folders.

  • Hinweis

    Remember to put the icons in both places (on the OPAC and the intranet).

Customizing Koha Images

Question: Can I customize the images in the OPAC?

Answer: Absolutely. Koha comes with a series of original images that you can alter to meet your needs. The originals can be found in the misc/interface_customization/ directory.

OPAC Display Fields

Question: What MARC fields print to the different OPAC screens in Koha?

Answer: The XSLT preference must be set as follows for the following fields to show

The OPAC Results page shows:

  • 245

  • 100, 110, 111

  • 700, 710, 711

  • 250

  • 260

  • 246

  • 856

The OPAC Details page shows:

  • 245

  • 100, 110, 111

  • 700, 710, 711

  • 440, 490

  • 260

  • 250

  • 300

  • 020

  • 022

  • 246

  • 130, 240

  • 6xx

  • 856

  • 505

  • 773

  • 520

  • 866

  • 775

  • 780

  • 785

  • plus all of the 5xx fields in the Notes tab at the bottom

Subtitle Display on Bib Records

Question: How do I get the subtitle to display on the detail pages for my bib records?

Answer: Subtitle display now depends on there being a keyword mapping for the MARC field in question. Adding a mapping for „subtitle“ -> „245b“ for an item’s framework results in display of the subtitle in OPAC and staff client search and detail pages (although not in all instances where subtitles might be displayed, e.g. the Cart).

Show patrons the barcodes of items they have checked out

Question: Can patrons see the barcodes for the items they have checked out.

Answer: Not by default, but with a few edits to the patron record you can make a barcode column appear on the patron’s check out summary in the OPAC. You can set up a patron attribute with the value of SHOW_BCODE and authorized value of YES_NO to make this happen.

image1112

Then on the patron’s record set the value for SHOW_BCODE to yes.

image1113

This will add a column to the check out summary in the OPAC that shows the patrons the barcodes of the items they have checked out.

image1114

Clicking on the ‚Overdue‘ tab will show only the items that are overdue.

Circulation/Notices

Book drop Date

Question: How is the book drop date is determined? Is it the last open date for the checkout branch? Is it today’s date minus one? Can the book drop checkin date be set?

Answer: If the library is closed for four days for renovations, for example, there would be more than one day needed for the book drop date. You will only have one book drop date and that will be the last day that the library open (determined by the holiday calendar) because there is no real way to know what day the books were dropped into the box during the 4 closed days. The only way to change the effective checkin date in book drop mode is to modify the calendar.

Holds to Pull and Holds Queue

Question: What is the difference between the Holds Queue and Holds to Pull?

Answer: The holds to pull report gives a simple list of what holds need to be filled with available items. It should only be used in Koha installations where there is only one library.

The holds queue tries to do the same thing, but in a ‚smarter‘ way. This allows it to split up the list by library, consult the transport cost matrix and refresh regularly to provide different pull lists to each library.

Duplicate Overdue Notices

Question: Why are patrons getting two overdue notices?

Answer: This tool takes all branches in the overdue rules and sent notifications to them. So, if you have a default rule & a branch rule, the notification will be generated twice. A quick fix is to discard „default rule“ for instance.

Printing Overdue Notices

Question: Can I print overdue notices for patrons without email addresses on file?

Answer: Yes. The overdue notice cron job has a setting to generate the overdue notices as HTML for printing. An example of this usage would be:

overdue_notices.pl -t -html /tmp/noticedir -itemscontent issuedate,date_due,title,barcode,author

In this example, we wanted to use only certain item fields in our notices, so we specified itemscontent fields in the cron entry; that’s not a requirement for the feature.

The command line needs to specify a web-accessible directory where the print notices will go – they get a filename like notices-2009-11-24.html (or holdnotices-2009-11-24.html). The overdue notice itself can be formatted to fit a Z-mailer. Within the notice file, the text is spaced down or over to where it will print properly on the form. The script has code that wraps around the notice file to tell the HTML to obey the formatting, and to do a page break between notices. That’s so that when staff print it out, they get one per page. We had to add an extra syspref (PrintNoticesMaxLines) to specify page length because our client allows a _lot_ of checkouts which meant some notices were running onto multiple pages. That syspref says to truncate the print notice at that page length and put in a message about go check your OPAC account for the full list.

The print and email overdues use the same notice file. The print notices for holds are different – there’s a separate HOLD_PRINT notice file and the system uses it if there’s no email address. Then a nightly cron job runs to gather those up from the message queue and put them in an HTML file in the notice directory, as above.

The cron entry is gather_print_notices.pl /tmp/noticedir

Unable to Renew Items

Question: We’re trying to renew some items for our patron. One of the items is on hold and ineligible for renewal, but the other two items refuse to renew even though they should be eligible. When I try to use the override renewal limit, it just returns a little message that says „renewal failed“. Any idea what’s going on here?

Answer: At the very least you will need to set an absolute default circulation rule. This rule should be set for the default itemtype, default branchcode and default patron category. That will catch anyone who doesn’t match a specific rule. Patrons who do not match a specific rule will get blocked from placing holds or renewing items, since there was no baseline number of holds or renewals to utilize.

Unable to Place Holds

Question: Why can’t I place holds when I have all of the preferences turned on.

Answer: You probably need to set a default circulation rule. At the very least you will need to set an default circulation rule. This rule should be set for all item types, all branches and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for the default branch, default item and default patron category then you may see patrons getting blocked from placing holds.

Keyboard Shortcuts

Question: Do I have to use my mouse to access the checkout, checkin and cataloging tabs at the top of the circulation pages?

Answer: You can jump between the tabs on the quick search box at the top of the screen by using the following hot keys (if the tab is available):

  • mit Alt+Q zur Katalogsuche springen

  • jump to the checkout with Alt+U

    • dies funktioniert nicht für Benutzer eines Mac

  • Rückgabe mit Alt+R

    Hinweis

    Mac users use the OPTION button in place of ALT

SMS Notices/Messages

Question: I want Koha to send notices via SMS, what do I need to do?

Answer: First you need to choose a SMS service to use with Koha. There is a list available here: http://search.cpan.org/search?query=sms%3A%3Asend&mode=all Not all SMS services available to libraries have Perl drivers, so be sure to check this list to see if the provider you’re considering is listed. If not you want to ask your provider if they have a Perl module, if not you should consider another service. Some common options in the US (that have Perl drivers) are:

Question: What about in India?

Answer: India does not yet have too many options here. This is partly due to the Telecom regulatory authority’s (TRAI) stipulations about transactional SMSes and limits on the number of SMSes that may be sent / received per users per day. India specific drivers include:

  • Unicel Technologies Pvt Ltd (unicel.in [http://unicel.in])

Katalogisierung

Authority Fields

Question:Why can’t I edit 1xx, 6xx, or 7xx fields in my catalog record?

Answer: These fields are authority controlled and you probably have the BiblioAddsAuthorities set to „Don’t allow“. When it is set to „Don’t allow“ these fields will be locked and require you to search for an existing authority record to populate the field with. To allow typing in these authority fields set BiblioAddsAuthorities to ‚Allow‘.

Hinweis

Fields affected by this preference will show a lock symbol in them

image1115

Koha-zu-MARC-Mapping

Question: What’s the relationship between ‚Koha to MARC Mapping‘ and ‚MARC Bibliographic Frameworks‘?

Answer: Mapping can be defined through ‚MARC Bibliographic Frameworks‘ OR ‚Koha to MARC Mapping‘. ‚Koha to MARC Mapping‘ is just a shortcut to speed up linkage. If you change a mapping in one of these modules, the mapping will change in the other as well. (In other words, the two modules ‚overwrite‘ each other in order to prevent conflicts from existing in Koha).

Number of Items Per Bib Record

Question: Is there a limit on the number of items I can attach to a bib record?

Answer: There is no explicit limit to the number of items you can attach to a bibliographic record, but if you attach enough of them, your MARC record will exceed the maximum file size limit for the ISO 2709 standard, which breaks indexing for that record. I’ve found this occurs somewhere between 600 and 1000 items on a ‚normal‘ bibliographic record.

Aufsätze

Question: I am using the EasyAnalyticalRecords feature, but my links in the OPAC and Staff Client to ‚Show Analytics‘ are not working.

Answer: If you plan on using EasyAnalyticalRecords you will want to make sure to set your UseControlNumber preference to „Don’t use,“ this will prevent broken links.

Erwerbung

Planning Categories

Question: What is a planning category?

Answer: When you plan in advance for the way your budget is going to be spent, you initially plan for how it’s going to be spent over time, that’s the most natural thing to do.

So you plan for $1000 in Jan. $1000 in Feb., $3000 in March, etc. You can basically do the same thing with a list of values in lieu of the months.

Say you have a list like this one:

  • < 1 month

  • < 6 months

  • < 1 year

  • < 3 years

  • < 10 years

  • > 10 years

The list is meant to represent when the books acquired where published. Then you plan for it, saying: we went to spend at list 40% of our budgets on books published less than a year ago, 10% on books more than 10 years old, etc.

Upon acquiring new material, you’ll be able to select, for a given item, a value from this list in a drop down. Then, after the material has been acquired, at the end of the year, you’ll be able to compare the goals set, with what’s been achieved.

Zeitschriften

Advanced Patterns

Question: What is the ‚inner counter‘ on the advanced serials pattern interface?

Answer: I think it is better to give an example to understand this :

Example for a monthly subscription :

  • First issue publication date : April 2010

  • Numbering : No {X}, year {Y}

  • First issue : No 4, year 2010

For the year Y : you will want the year change on January 2011

So, the advanced pattern for Y will be :

  • Add : 1

  • once every : 12

  • When more than 9999999

  • inner counter : 3

  • Set back to 0

  • Begins with 2010

Year is going to change after 12 received issues from April 2010, that is in April 2011 if you don’t set inner counter. Set inner counter to 3 will say to Koha : change year after 12-3 = 9 received issues.

Inner counter says to Koha to take into account the first issues of the year, even if they are not received with Koha. If you begin with first issue of the year write nothing or 0.

Reports

Define Codes Stored in DB

Fines Table

Question: What do the codes in the accounttype field in the accountlines table stand for?

Answer:

  • A = Benutzungsgebühr

  • C = Guthaben

  • F = Mahngebühr

  • FOR = Erlass

  • FU = Weiterhin auflaufende Mahngebühr

  • L = Buchersatz

  • LR = Verlorenes Exemplare wurde zurückgegeben/ersetzt

  • S = Verschiedenes

  • N = Neuer Ausweis

  • PAY = Zahlung

  • W = Erlass

Statistics Table

Question:What are the possible codes for the type field in the statistics table?

Answer:

  • localuse

    • Verzeichnet, ob ein Exemplar, dass an einen statistischen Benutzer ausgeliehen wurde (Benuterkategorie = ‚X‘) zurückgegeben wurde

  • Heft

  • Rückgabe

  • Verlängerung

  • Erlass

  • Zahlung

  • CreditXXX

    • The XXX stores different types of fee credits, so a query to catch them all would include a clause like „type LIKE ‚Credit%‘“

Reserves Table

Question: What are the possible codes for the found field in the reserves and old_reserves tables?

Answer:

  • NULL: es handelt sich um eine Titelvormerkung auf das erste verfügbare Exemplar und es wurde noch kein Exemplar ausgewählt

  • T = Transport: für die Vormerkung wurde bereits ein Exemplar ausgewählt, das nun unterwegs zum Abholstandort ist.

  • W = Bereitgestellt: die Vormerkung ist mit einem konkreten Exemplar verknüpft, dass am Abholstandort zur Abholung bereitgestellt wurde

  • F = Abgeschlossen: Die Vormerkung wurde erfüllt und ist damit erledigt

Reports Dictionary Table

Question: What are the possible codes for the area field in the reports_dictionary table?

Answer:

  • 1 = Ausleihe

  • 2 = Katalog

  • 3 = Benutzer

  • 4 = Erwerbung

  • 5 = Gebühren

Messages Table

Question: What are the possible codes for the message_type field in the messages table?

Answer:

  • L = Text für Bibliothekare

  • B = für Kunden/Benutzer

Serial Table

Question: What are the possible codes for the status field in the serial table?

Answer:

  • 1 = Erwartet

  • 2 = Eingetroffen

  • 3 = Verspätet

  • 4 = Vermisst

  • 5 = Not available

  • 6 = Löschen

  • 7 = Reklamiert

  • Beendet

  • 41 = Missing (not received)

  • 42 = Missing (sold out)

  • 43 = Missing (damaged)

  • 44 = Missing (lost)

Borrowers Table

Question: What are the possible codes for the privacy field in the borrowers table?

Answer:

  • 0 = Forever

  • 1 = Default

  • 2 = Never

Messaging Preferences

Question: What are the possible codes in the message_attribute_id field in the borrower_message_preferences table?

Answer:

  • 2 = advanced notice

  • 6 = item checkout

  • 4 = hold filled

  • 1 = item due

  • 5 = item check in

Runtime Parameters

Question: Is there a way to filter my custom SQL reports before they run?

Answer: If you feel that your report might be too resource intensive you might want to consider using runtime parameters to your query. Runtime parameters basically make a filter appear before the report is run to save your system resources.

There is a specific syntax that Koha will understand as ‚ask for values when running the report‘. The syntax is <<Question to ask|authorized_value>>.

  • The << and >> are just delimiters. You must put << at the beginning and >> at the end of your parameter

  • Die ‚Frage‘ wird links vom einzugebenden Begriff angezeigt.

  • The authorized_value can be omitted if not applicable. If it contains an authorized value category, or branches or itemtype or categorycode or biblio_framework, a list with the Koha authorized values will be displayed instead of a free field Note that you can have more than one parameter in a given SQL Note that entering nothing at run time won’t probably work as you expect. It will be considered as „value empty“ not as „ignore this parameter“. For example entering nothing for : „title=<<Enter title>>“ will display results with title=‘‘ (no title). If you want to have to have something not mandatory, use „title like <<Enter title>>“ and enter a % at run time instead of nothing

Examples:

  • SELECT surname,firstname FROM borrowers WHERE branchcode=<<Enter patrons library|branches>> AND surname like <<Enter filter for patron surname (% if none)>>

  • SELECT * FROM items WHERE homebranch = <<Pick your branch|branches>> and barcode like <<Partial barcode value here>>

  • SELECT title , author FROM biblio WHERE frameworkcode=<<Enter the frameworkcode|biblio_framework>>

    Hinweis

    To generate a date picker calendar to the right of the field when running a report you can use the ‚date‘ keyword like this: <<Enter Date|date>>

    image1116

    Hinweis

    You have to put „%“ in a text box to ‚leave it blank‘. Otherwise, it literally looks for „“ (empty string) as the value for the field.

    Wichtig

    In addition to using any authorized value code to generate a dropdown, you can use the following values as well: Framework codes (biblio_framework), Branches (branches), Item Types (itemtypes) and Patron Categories (categorycode). For example a branch pull down would be generated like this <<Branch|branches>>

    image1117

Results Limited

Question: When I download my report it’s limited to 10,000 results, how do I get all of the results to download?

Answer: There is a limit of 10,000 records put on SQL statements entered in Koha. To get around this you want to add ‚LIMIT 100000‘ to the end of your SQL statement (or any other number above 10,000.

Suche

Wildcard Searching

Question:What is the difference between a keyword search using the ‚*‘ (asterisk) versus a keyword search using the ‚%‘ (percent)? Both work in the catalog, but return different sets. Why?

Answer: A wildcard is a character (*,?,%,.) that can be used to represent one or more characters in a word. Two of the wildcard characters that can be used in Koha searches are the asterisk (‚*‘) and the percent sign (‚%‘). However, these two characters act differently when used in searching.

The ‚*‘ is going to force a more exact search of the first few characters you enter prior to the ‚*‘. The asterisk will allow for an infinite number of characters in the search as long as the first few characters designated by your search remain the same. For example, searching for authors using the term, Smi*, will return a list that may include Smith, Smithers, Smithfield, Smiley, etc depending on the authors in your database.

The ‚%‘ will treat the words you enter in the terms of „is like“. So a search of Smi% will search for words like Smi. This results in a much more varied results list. For example, a search on Smi% will return a list containing Smothers, Smith, Smelley, Smithfield and many others depending on what is your database.

The bottom line in searching with wildcards: ‚*‘ is more exact while ‚%‘ searches for like terms.

Title Searching

Question: Why does my Zebra title search for ‚Help‘ not turn up ‚The help‘ in the first pages of results?

Answer: When doing a title search, you actually want to search for the title (i.e., ‚the help‘ rather than just ‚help‘), and it will bubble right up to the top. If you’re just searching for ‚help‘ then the relevance ranking is going to affect the results you see.

When it comes to relevance in Zebra, here’s what’s happening. First, the search is done. If you search for the title „help“, then any title that has „help“ in it comes back. Then from those records, separately, it does relevance on the *whole* record. The more your word appears, the more relevant, and some MARC tags are worth more points than others. So a self-help book with 505 notes where „help“ appears a *lot* will be at the top, regardless of keyword or title.

But when you add a *second word*, that helps it figure things out, as it’s weighing the relevance of both words and the phrase. Because of the way relevance works, if you search „the help“, then „the help“ or „the help I need“ are more relevant than „the way to help“, because they appear together in order. Likewise, „help the girl“ would be lower relevance, because it’s out of order, and „help for the homeless“ would be lower still, as they’re out of order, and apart.

The moral of the story is that single word searches, particularly on common words, will always struggle a bit; it can’t evaluate relevance well, because you’ve not given it enough input.

Reset the Zebra index

Run the following commands to reset the authorities and biblios Zebra indices.

$ zebraidx -c /etc/koha/zebradb/zebra-authorities-dom.cfg -g iso2709 -d authorities init
$ zebraidx -c /etc/koha/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init

If you are running a package install then you’ll want to run the following commands to reset the authorities and biblios Zebra indices instead:

$ sudo zebraidx -c /etc/koha/sites/YOURLIBRARY/zebra-authorities-dom.cfg  -g iso2709 -d authorities init
$ sudo zebraidx -c /etc/koha/sites/YOURLIBRARY/zebra-biblios.cfg  -g iso2709 -d biblios init

Replacing YOURLIBRARY with your Koha installation name.

Enhanced Content

FRBRizing Content

Question:At our public library we are running a Koha installation and we’ve tried to turn on all the nice functionalities in Koha such as the frbrising tool, but do not get the same result as Nelsonville public library.

Answer:In fact, this feature is quite tricky to make that right. First it looks at XISBN service. And then search in your database for that ISBN. So both XISBN and your internal ISBN (in biblio table) have to be normalized. You could therefore use the script misc/batchupdateISBNs.pl (it removes all the - in your local ISBNs)

Amazon

All Amazon Content

Question: I have all of the Amazon preferences turned on and have entered both of my keys, but none of the content appears in my system, why is that?

Answer: Amazon’s API checks your server time on all requests and if your server time is not set properly requests will be denied. To resolve this issue be sure to set your system time appropriately. Once that change in made Amazon content should appear immediately.

On Debian the the command is date -s „2010-06-30 17:21“ (with the proper date and time for your timezone).

System Administration

Errors in Zebra Cron

Question: I am noticing some errors in the koha-zebradaemon-output.log file. When new records are added it takes a bit longer to index than we think they should. Running rebuild zebra is often faster. Zebra ends up indexing and search works, but I am concerned about the errors. Any ideas?

Answer: Rebuild_zebra.pl -r deletes all of the files in the Zebra db directories (such as reci-0.mf) and then recreates them. Thus, permissions will be lost, and the files will be owned by the user who ran rebuild_zebra.pl. If one rebuilds the zebra indexes as root, the daemons, which typically run under the user Koha, will not be able to update the indexes. Thus, it’s important then that the zebra rebuilds are put in the cronjob file of the user Koha, and not root. Also important is that other users, such as root, don’t manually execute rebuilds.

If one desires that another user be able to execute rebuild_zebra.pl, he should be given the permission to execute ‚sudo -u Koha …/rebuild_zebra.pl,‘ (if you want to do this, you also have to edit the sudoers file to pass the PERL5LIB variable with the env_keep option as by default sudo strips away almost all environment variables). Or, as root user, one can use a simple ‚su koha‘ and then the rebuild_zebra.pl command.

I’ve also tried to set the sticky bit on rebuild_zebra.pl, but for whatever reason it didn’t seem to work due to some problem with the PERL5LIB variable that I wasn’t able to figure. That seems to me the easiest thing to do, if anybody has any idea how to make it work. If it worked and were the default, I think it would help folks to avoid a great deal of the problems that come up with zebra.

Making Z39.50 Target Public

Question: Could someone tell me the exact steps I need to take to configure Zebra to expose my Koha 3 db as a public Z39.50 service?

Answer: Edit the KOHA_CONF file that your Koha is using. Uncomment the publicserver line like:

<!– <listen id=“publicserver“ >tcp:@:9999</listen> –>

to be:

<listen id=“publicserver“ >tcp:@:9999</listen>

Then restart zebasrv and connect on the port specified (9999).

Shelving Location Authorized Values

Question: When editing an item, the new shelving location I created is not showing up by default in the items where I assigned it to.

Answer: This is because you created the new shelving location with a code value of 0 (zero) Just FYI the system interprets authorized values of 0 as equaling a null so when you edit a record in cataloging where the authorized value in a field was assigned where the code was 0, the value displays as null in the item editor (or MARC editor) instead of the value the library meant it to be.

Why do I need Authorized Values?

Question: Why would I want to define authorized values for MARC tags?

Answer: Authorized Values create a ‚controlled vocabulary‘ for your staff. As an example, let us assume that your Koha installation is used by several libraries, and you use MARC 21. You might want to restrict the 850a MARC subfield to the institution codes for just those libraries. In that case, you could define an authorized values category (perhaps called „INST“) and enter the institution codes as the authorized values for that category.

Hinweis

Koha automatically sets up authorized value categories for your item types and branch codes, and you can link these authorized values to MARC subfields when you set up your MARC tag structure.

How do I clean up the sessions table?

Question: Is there a periodic job that can be run to cull old sessions from the table? We don’t want to backup all the useless session data every night.

Answer: You can run cleanup database cron job.

Or just before doing a backup command (mysqldump), you can truncate session table:

mysql -u<kohauser -p<password <koha-db-name -e 'TRUNCATE TABLE sessions'

Hardware

Barcode Scanners

Question: What barcode scanners have been known to work with Koha?

Answer: The simple rule of thumb is, does it act like a keyboard device?, if so, it will work. (i.e. can you take the scanner, scan a barcode and have it show up in a text editor, if so, it will work.)

The main points to check are that it connects to your PC conveniently (can be USB or „keyboard wedge“ which means it connects in line with the keyboard, which is useful with older computers), and that it scans the barcode type that you are using.

It is a good idea to test some ‚used‘ barcodes if you have any, to see whether the scanner can read scuffed or slightly wrinkled ones successfully. Most scanners are capable of reading several barcode types - there are many, and the specification should list the ones it can read. You may need to adjust settings slightly, such as prefix and suffix characters, or whether you want to send an ‚enter‘ character or not.

One more tip - some can be set ‚always on‘ and may come with a stand, some have triggers under the handle, some have buttons on top, some are held like a pen. Think about the staff working with the hardware before choosing, as a button in the wrong place can be very awkward to use.

Drucker

Printers used by Koha libraries

  • POS-X receipt printer

  • Star Micronics printer (exact model unknown) with a generic/plain text driver.

  • Star SP2000 (Nelsonville)

  • Star TSP-100 futurePRINT (Geauga)

    • „I know there have been a lot of questions on receipt printers so I thought I’d pass on my findings. We have been testing the Star TSP-100 futurePRINT. I found this print to be VERY easy to configure for Koha. I was even able to customize the print job by adding our system logo (a .gif) to the top of every receipt. Also with a bitmap created in Paint was able to add a message at the bottom of each receipt with the contact information, hours and website for the library that the materials were checked out at.“

  • Epson TM 88 IIIP thermal receipt printers

  • Epson TM-T88IV

  • 1x1 labels using a Dymolabelwriter printer

Braille Support

Question: Are there any braille embosser or printer which has inbuilt braille converter and it is accessible with UNIX environment?

Answer: You may want to look into BRLTTY (http://www.emptech.info/product_details.php?ID=1232).