Administration
Basic parameters
Get there: More > Administration
Important
Configure all ‘parameters’ in the order they appear.
Libraries
When setting up your Koha system you will want to add information for every library that will be sharing your system. This data is used in several areas of Koha.
Get there: More > Administration > Basic parameters > Libraries
Note
Only staff with the manage_libraries permission (or the superlibrarian permission) will have access to this section.
When visiting this page you are presented with a list of the libraries that have already been added to the system.
Note
You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: libraries).
Clicking on the library’s name will bring you to a detailed view of the library’s information.
Adding a library
To add a new library:
Click ‘New library’
Fill out the form
Library code (required): the code should not contain any spaces or hyphens and be 10 or fewer characters. This code will be used as a unique identifier in the database.
Name (required): the name will be displayed on the OPAC and staff interface wherever the library name displays, and should be a name that makes sense to your patrons and staff.
Address, city, state, zip/postal code, country, phone, fax: the address and contact fields can be used to make notices custom for each library, they will also be displayed in the ‘Libraries’ page of the OPAC, if this library is set as ‘Public’
Email: the email address field is not required, but it should be filled for every library in your system
Note
Be sure to enter a library email address to make sure that notices are sent to and from the right address
Note
If no email address is entered here, the address in the KohaAdminEmailAddress system preference will be used to send notices from this library
ILL staff email: if this library uses a specific email address for interlibrary loan management, enter it here
Note
If no email address is entered here, the address in the ILLDefaultStaffEmail system preference will be used to receive ILL requests to this library
Reply-To: you can enter a different ‘Reply-To’ email address. This is the email address that all replies will go to.
Note
If no email address is entered here, the address in the ReplytoDefault system preference will be used to receive replies to this library
Return-Path: you can enter a different ‘Return-Path’ email address. This is the email address that all bounced messages will go to.
Note
If no email address is entered here, the address in the ReturnpathDefault system preference will be used to receive bounced messages from this library.
SMTP server: if this library uses a different SMTP server from the default, specify it here.
URL: if this field is populated, the library name will be linked in the holdings table on the OPAC
OPAC info: this leads to the HTML customization tool, so that you can add additional information about the library. This information will appear in the ‘Libraries’ page in the OPAC, as well as in the holdings table in the OPAC.
Clicking on the library name that has a small ‘i’ icon next to it will open a pop-up with the information.
IP: this field does not have be filled in unless you plan on limiting access to the staff interface to a specific IP address or range of IP addresses.
Note
Library IP addresses and ranges are used by the StaffLoginLibraryBasedOnIP and the StaffLoginRestrictLibraryByIP system preferences.
MARC organization code: if this library has a specific MARC organization code [http://www.loc.gov/marc/organizations/orgshome.html], you can enter it here.
Note
If left blank, the code entered in the MARCOrgCode system preference will be used for this library.
Notes: if you have any notes you can put them here. These will not show in the OPAC.
Pickup location: choose whether this library will display as an available pickup location for holds.
Public: choose whether this library will appear in the ‘Libraries’ page on the OPAC, as well as as a limit option in the OPAC advanced search.
Opening hours: if you do hourly loans, fill out the library’s opening hours for each day of the week. You can then set the ConsiderLibraryHoursInCirculation system preference according to your policies.
Version
This option was added to Koha in version 24.05.
UserJS: use this field to add custom JavaScript to the OPAC of this library (when patrons are logged in, or if there is a
SetEnv OPAC_BRANCH_DEFAULTentry in the apache configuration file)Version
This feature was added in Koha version 23.11.
Note
General modifications applicable to all libraries can be put in the OPACUserJS system preference.
UserCSS: use this field to add custom CSS to the OPAC of this library (when patrons are logged in, or if there is a
SetEnv OPAC_BRANCH_DEFAULTentry in the apache configuration file)Version
This feature was added in Koha version 23.11.
Note
General modifications applicable to all libraries can be put in the OPACUserCSS system preference.
Editing/deleting a library
From the libraries table, click ‘Edit’ or ‘Delete’ to edit or delete a library.
Warning
You will be unable to edit the ‘Library code’.
Warning
You will be unable to delete any library that has patrons or items attached to it.
Library groups
Library groups can serve various purposes: to limit access to patron data, to limit item modification, to limit OPAC or staff interface searches, or to define holds behavior.
Get there: More > Administration > Basic parameters > Library groups
Note
Only staff with the manage_libraries permission (or the superlibrarian permission) will have access to this section.
When visiting this page you are presented with a list of the groups that have already been added to the system.
Adding a group
To create a new library group,
Click the ‘Add group’ button at the top of the screen.
Title (required): give the group a title. This title will be displayed in the advanced search limit dropdown.
Description: optionally, enter a description for this group. The description is only used in this page to give an idea of what the group is used for.
Features: check the use of this group
Limit patron data access by group: this will limit staff members from seeing other groups’ patrons.
Note
This can be overridden with the view_borrower_infos_from_any_libraries permission (or the superlibrarian permission).
Limit item editing by group: this will limit staff members from editing items from other groups’ libraries.
Note
This can be overridden with the edit_any_item permission (or the superlibrarian permission).
Use for OPAC search groups: this will make the group visible in the library dropdown menu at the top of the OPAC (when the OpacAddMastheadLibraryPulldown system preference is set to ‘Add’) and on the advanced search page.
Use for staff search groups: this will make the group visible in the library dropdown menu in the staff interface advanced search.
Is local hold group: this will make this group a local hold group, which can be used to add hold policies in the circulation rules to limit patrons to placing holds on items within the group only.
Is local float group: this will make this group a local float group, which can be used in a return policy or in a hold policy in circulation rules to determine if an item ‘floats’ (stays at the check-in library) or is transferred back to its home library.
Click ‘Save’ to create the group.
Adding a library to a group
Click on the ‘Add library’ button next to the group to add a library to this group. You will be presented with a list of the libraries that are not already in the group.
Adding a sub-group
If your system is very large, you can create sub-groups. Click on the ‘Actions’ button next to the group and select the ‘Add a sub-group’ option.
Fill in the title and the description (optional) of the sub-group. The features will be inherited from the parent group.
Deleting a group
To delete a group, click on the ‘Actions’ button next to the group and select the ‘Delete’ option.
The system will ask to confirm the deletion.
Click ‘Delete’ to confirm and delete the group.
Circulation desks
Koha allows you to define several circulation desks within a single library. For example, if you have an adult circulation desk and a children’s circulation desk, or if you have a different desk for each floor or each department.
Make sure to enable the UseCirculationDesks system preference to use this functionality.
Get there: More > Administration > Patrons and circulation > Circulation desks
Adding circulation desks
To add a new circulation desk, click on the ‘New desk’ button at the top of the page.
In the ‘Desk’ field, enter a name for your desk.
Choose the library in which this desk is.
Click ‘Submit’.
Editing a circulation desk
To edit an existing circulation desk, click on the ‘Edit’ button to the right of the desk to modify.
From there, you can change the name and/or the library of the desk.
Deleting a circulation desk
To delete an existing circulation desk, click on the ‘Delete’ button to the right of the desk to remove.
Item types
Koha allows you to organize your collection by item types and collection codes.
Get there: More > Administration > Basic parameters > Item types
Note
Only staff with the manage_itemtypes permission (or the superlibrarian permission) will have access to this section.
Item types typically refer to the material type (Book, CD, DVD, etc), but can be used in any way that works for your library.
Note
You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: table_item_type).
Adding item types
To add a new item type, simply click the ‘New item type’ button at the top of the Item types page.
In the ‘Item type’ field, enter a short code for your item type (maximum of 10 characters)
The the ‘Parent item type’ field, you can choose an item type that will act as a parent category for this item type. You can then define circulation rules based on those parent item types.
For example, you could have DVD and Blu-ray item types, and the DVD would be the parent of the Blu-ray item type.
You can then create a circulation rule for either Blu-ray only or DVD and Blu-ray (DVD (All))
The description is the plain text definition of the item type (for those with multiple languages installed you can translate the item type description in to all of those languages using the ‘Translate in to other languages’ link)
Item types can be grouped together for searching at the same time. For example you can put DVDs and Blu-rays in to a group called Movie and then they can be searched together. These groups are defined in the ITEMTYPECAT authorized value category.
You can choose to have an image associated with your item type
You can choose from a series of image collections
You can link to a remote image
Or you can just have no image associated with the item type
Warning
If this option is not enabled, you can change the setting of the noItemTypeImages or OPACNoItemTypeImages.
Note
To have your item type images appear in the OPAC you need to set OPACnoItemTypeImages to ‘Show’.
For items that you are suppressing from the OPAC you can hide their item type from being searched in the OPAC
Note This will not prevent those items to appear in search results, it will simply remove the item type from the advanced search form.
If you want to completely hide items from a certain item type, let’s say that you have a professional library with books reserved for staff and you don’t want those to appear in the OPAC, use the OpacHiddenItems system preference.
For items that do not circulate, check the ‘Not for loan’ options
Items marked ‘Not for loan’ will appear in the catalog, but cannot be checked out to patrons
For items that are not physical, but for which you still have circulation rules, such as museum passes or ebooks, you can set up automatic checkins.
Check the ‘Automatic checkin’ box
Schedule the cronjob misc/cronjobs/automatic_checkin.pl.
For items that you charge a rental fee for, there are several ways that rental fees can be charged to a patron by item type. A flat rental charge (process fee) or a daily/hourly rental charge.
For items that a library would charge a flat rental charge (process fee) for, enter the total fee you charge in the ‘Rental charge’ field. This will charge the patron on checkout (and renewal).
For items that a rental charge will be charged by the number of days the item is checked out for, enter the daily fee in the ‘Daily rental charge’. This will be charged to the patron upon checkout - the cost per day and how many days this item can be checked out to the patron. This daily rental charge will also be applied if/when a renewal occurs.
Check the ‘Daily rentals use calendar’, to exclude holidays from the rental fee calculation.
For items that are loaned out hourly, enter the cost per hour in ‘Hourly rental charge’. Again, the total (hourly cost * number of hours loaned) will be charged to the patron upon checkout and renewal.
Check the ‘Hourly rentals use calendar’, to exclude holidays from the rental fee calculation.
Each amount will charge the patron on checkout.
Important
Do not enter symbols in this field, only numbers and decimal points (ex. $5.00 should be entered as 5 or 5.00)
You can add a default replacement cost for this type of item. This is the amount that will be charged to the patron when lost if the item doesn’t have a replacement cost. If the item has a replacement cost, that is the amount that will be charged to the patron.
Important
Do not enter symbols in this field, only numbers and decimal points (ex. $5.00 should be entered as 5 or 5.00)
You can also add a processing fee that will be added to the replacement cost.
Important
Do not enter symbols in this field, only numbers and decimal points (ex. $5.00 should be entered as 5 or 5.00)
If you would like a message or alert to appear when items of this type are checked in you can enter that in the ‘Checkin message’ box
The check-in message type can be a ‘message’ or an ‘alert’. The only difference between these two is the styling. By default a message is blue
and an alert is yellow.
Some SIP devices need you to use a SIP-specific media type instead of Koha’s item type (usually lockers and sorters need this media type). If you use a device like this you’ll want to enter the SIP media type.
If this item type is only to be used in certain libraries, you can select them here. Select ‘All libraries’ if this item type is used across the library system.
Note
If this is left blank, ‘All libraries’ is assumed.
Note
To select more than one library, hold the ‘Ctrl’ key while selecting the libraries.
When finished, click ‘Save changes’
Note
All fields, with the exception of the ‘Item type’ will be editable from the item types list
Your new item type will now appear on the list
Editing item types
Each item type has an Edit button beside it. To edit an item simply click the ‘Edit’ button.
Important
You will not be able to edit the code you assigned as the ‘Item type’ but you will be able to edit the description for the item.
Deleting item types
Each item has a Delete button beside it. To delete an item type, simply click the ‘Delete’ button.
Important
You will not be able to delete item types that are being used by items within your system.
Authorized values
Authorized values can be used in several areas of Koha. They are lists of controlled terms, phrases or codes.
For example, one reason you would add an authorized value category would be to control the values that can be entered into MARC fields by catalogers.
Get there: More > Administration > Basic parameters > Authorized values
Note
Only staff with the manage_auth_values permission (or the superlibrarian permission) will have access to this section.
Existing authorized values categories
Koha installs with pre-defined authorized values categories that your library is likely to use or that are used by the system.
AR_CANCELLATION
This category contains reasons why an article request might have been cancelled.
If you chose to install the default values for this category, you will have
Item could not be located on shelves (NOT_FOUND)
Item was found to be too damaged to fill article request (DAMAGED)
Cancelled from the OPAC user page (OPAC)
You can change those to suit your organization’s needs.
Asort1
These values are used for acquisitions statistical purposes. You can use this as statistical categories when creating a fund in acquisitions.
Asort2
These values are used for acquisitions statistical purposes. You can use this as statistical categories when creating a fund in acquisitions.
BOR_NOTES
These values are used for predefined patron messages and circulation messages that appear on the circulation screen and the patron’s account on the OPAC.
Write the message you want to appear in the ‘Description’ field.
Note
This field is limited to 200 characters. However, the message field in the patron record can hold more than that. Write the first 200 characters in the description and write the rest when adding the message.
Bsort1
These values can be entered to fill in the patron’s sort 1 field.
Bsort2
These values can be entered to fill in the patron’s sort 2 field
CAND
A list used in UNIMARC.
CCODE
These values are collection codes. They appear when cataloging and working with items.
This is normally mapped to items.ccode in the Koha database.
If you chose to install the default values for this category, you will have
Fiction (FIC)
Non-fiction (NFIC)
Reference (REF)
You can change those to suit your organization’s needs.
Warning
For best results when searching, avoid using hyphens in collection codes.
CONTROL_NUM_SEQUENCE
This category is used to generate control numbers in the advanced cataloging editor.
Enter a string ending with a number as the authorized value and use the description to describe the type of number. For example, ‘sprLib0001’ ‘Springfield library’. In the advanced editor, this will activate a new widget that will allow you to choose the type of number and generate the next number in the sequence.
COUNTRY
A list of country names used in UNIMARC 102 $a.
DAMAGED
This category contains descriptions for items marked as damaged. They appear when cataloging and working with items.
This is normally mapped to items.damaged in the database.
If you chose to install the default values for this category, you will have
Damaged (1)
You can change those to suit your organization’s needs.
Warning
The authorized values for DAMAGED must be numerical.
DEPARTMENT
This category contains departments, which are required by and are used in the course reserves module.
ERM_AGREEMENT_CLOSURE_REASON
These values are used to describe the closure reason for an agreement record once it has been marked as ‘Closed’ in the e-resource management module.
They can also be used in reporting.
Default values are
Expired (expired)
Cancelled (cancelled)
ERM_AGREEMENT_LICENSE_LOCATION
These values are used to describe the physical location of a license record in the case where you may still have a paper copy of the license (rather than electronic).
Default values are
Filing cabinet (filing cabinet)
Cupboard (cupboard)
ERM_AGREEMENT_LICENSE_STATUS
These values are used to describe the status of a license linked to an agreement record in the e-resource management module. It helps staff flag licenses in their life cycle.
They can also be used in reporting.
Default values are
Controlling (controlling)
Future (future)
Historic (historic)
ERM_AGREEMENT_RENEWAL_PRIORITY
These values are used to describe the renewal priority for an agreement record in the e-resource management module, in order to flag up how important the renewal of that agreement is.
They can also be used in reporting.
Default values are
For review (for_review)
Renew (renew)
Cancel (cancel)
ERM_AGREEMENT_STATUS
These values are used to describe the status of an agreement record in the e-resource management module.
They can also be used in reporting.
Default values are
Active (active)
In negotiation (in_negotiation)
Closed (closed)
Warning
Do not change the authorized value for ‘Closed’ (the description can be changed), it is used to activate the ‘Closure reason’ dropdown menu.
ERM_LICENSE_STATUS
These values are used to describe the status of a license record in the e-resource management module. It helps staff flag up licenses in their life cycle.
They can also be used in reporting.
Default values are
In negotiation (in_negotiation)
Not yet active (not_yet_active)
Active (active)
Rejected (rejected)
Expired (expired)
ERM_LICENSE_TYPE
These values are used to describe the type of license in the e-resource management module.
They an also be used in reporting.
Default values are
Local (local)
Consortial (consortial)
National (national)
Alliance (alliance)
ERM_PACKAGE_CONTENT_TYPE
These values are used to describe the types of material found in a local package in the e-resource management module.
This is for local packages only.
Default values are
Aggregated full (AggregatedFullText)
Abstract and index (AbstractAndIndex)
E-book (EBook)
E-journal (EJournal)
Mixed content (MixedContent)
Online reference (OnlineReference)
Print (Print)
Streaming media (StreamingMedia)
Unknown (Unknown)
ERM_PACKAGE_TYPE
These values are used to describe the types of package in the e-resource management module.
This is for local packages only.
Default values are
Local (local)
Complete (complete)
ERM_TITLE_PUBLICATION_TYPE
These values are used to describe the type of material of a title in the e-resource management module.
This is for local titles only
Default values are
AudioBook (audiobook)
Book (book)
Bookseries (bookseries)
Database (database)
E-book (ebook)
Journal (journal)
Newsletter (newsletter)
Newspaper (newspaper)
Proceedings (proceedings)
Report (report)
Streaming audio (streamingaudio)
Streaming video (streamingvideo)
Thesis/Dissertation (thesisdissertation)
Unspecified (unspecified)
Website (website)
ERM_USER_ROLES
These values are used to describe the role of a staff user who is attached to an agreement or license record in the e-resource management module.
Default values are
ERM librarian (librarian)
Subject specialist (subject_specialist)
ETAT
These values are used in French UNIMARC installations in field 995 $o to identify item status. Similar to NOT_LOAN.
HINGS_AS
These values are used as general holdings acquisition status designator. This data element specifies acquisition status for the unit at the time of the holdings report.
HINGS_C
These values are used as general holdings completeness designator.
HINGS_PF
These values are used as physical form designators.
HINGS_RD
These values are used as general holdings retention designator. This data element specifies the retention policy for the unit at the time of the holdings report.
HINGS_UT
These values are used as general holdings type of unit designator.
HOLD_CANCELLATION
These values are used when cancelling holds as reasons why the hold has been cancelled.
If you chose to install the default values for this category, you will have
Item could not be located on shelves (NOT_FOUND)
Item was found to be too damaged to fill hold (DAMAGED)
You can change those to suit your organization’s needs.
HSBND_FREQ
These values are delivery frequencies used by the housebound module. They are displayed on the housebound tab in the patron’s account in the staff interface.
If you chose to install the default values for this category, you will have
Every week (EW)
You can change those to suit your organization’s needs.
ILL_STATUS_ALIAS
These values are interlibrary loan (ILL) request statuses used in the ILL module.
ITEMTYPECAT
These values are search categories for item types. They allow multiple item types to be searched at the same time.
To combine item types in categories, choose the category in the item type settings.
For example, an ITEMTYPECAT value could be ‘NEW’. This search category could be set for the item types ‘NEW BOOKS’ and ‘NEW DVDS’. This will replace NEW BOOKS and NEW DVDS item types in the advanced search form by ‘NEW’. When a patron chooses the searched for the category ‘NEW’, they will search multiple item types with a single search.
LANG
This category is a list of ISO 639-2 standard language codes.
LOC
These values are shelving locations. They usually appear when adding or editing an item.
This is normally mapped to items.location in the Koha database.
If you chose to install the default values for this category, you will have
Audio visual (AV)
Book cart (CART)
CART is used by UpdateItemLocationOnCheckin
Children’s area (CHILD)
Fiction (FIC)
General stacks (GEN)
New materials shelf (NEW)
On display (DISPLAY)
Processing center (PROC)
PROC can be used with NewItemsDefaultLocation and UpdateItemLocationOnCheckin.
Reference (REF)
Staff office (STAFF)
You can change those to suit your organization’s needs.
Warning
For best results when searching, avoid using hyphens in location codes.
LOST
These values are descriptions for the items marked as lost. They appear when adding or editing an item.
This is normally mapped to items.itemlost in the Koha database.
If you chose to install the default values for this category, you will have
Lost (1)
Long overdue (lost) (2)
Lost and paid for (3)
Missing (4)
Missing from bundle (5)
You can change those to suit your organization’s needs.
Warning
The authorized values for LOST must be numerical.
NOT_LOAN
These values are reasons why an item is not for loan. They appear when adding or editing an item.
This is normally mapped to items.notforloan in the Koha database.
If you chose to install the default values for this category, you will have
On order (-1)
Not for loan (1)
Staff collection (2)
Added to bundle (3)
You can change those to suit your organization’s needs.
Warning
The authorized values for NOT_LOAN must be numerical.
Negative number values will still allow holds (use for ‘on order’ statuses, for example).
Positive numbers will not allow holds or checkouts.
A value of 0 means ‘for loan’.
OPAC_SUG
This category contains a list of reasons displayed in the suggestion form on the OPAC.
If you chose to install the default values for this category, you will have
The copy on the shelf is damaged (damaged)
Upcoming title by popular author (bestseller)
You can change those to suit your organization’s needs.
ORDER_CANCELLATION_REASON
These values are reasons why an order might have been cancelled. They are used in acquisitions.
If you chose to install the default values for this category, you will have
No reason provided (0)
Out of stock (1)
Restocking (2)
You can change those to suit your organization’s needs.
PA_CLASS
These values are used to group patron attributes together in the patron add and edit form.
PAYMENT_TYPE
This category populates a dropdown list of custom payment types when paying fines.
If you chose to install the default values for this category, you will have
Cash via SIP2 (SIP00)
Visa via SIP2 (SIP01)
Creditcard via SIP2 (SIP02)
You can change those to suit your organization’s needs.
qualif
These values are function codes (author, editor, collaborator, etc.) used in UNIMARC 7XX $4 (French).
RELTERMS
This category is a list of relator codes and terms.
This list is based on the Library of Congress’ MARC21 code list for relators [https://www.loc.gov/marc/relators/]
Important
This list is not kept up to date in existing installations. Make sure to add new values to your installation as they are published by the Library of Congress.
It can be linked to a subfield in a MARC bibliographic framework in order to create a dropdown menu for cataloguers to choose from instead of typing the relator code. In MARC21, relator codes are usually in subfield $4.
REPORT_GROUP
These values can be used as a way to sort and filter your reports. They will appear as tabs in the saved reports page.
If you chose to install the default values for this category, you will have
Account (ACC)
Acquisitions (ACQ)
Catalog (CAT)
Circulation (CIRC)
Patrons (PAT)
Serials (SER)
You can change those to suit your organization’s needs.
REPORT_SUBGROUP
These values can be used to further sort and filter your reports.
Values here need to include the authorized value code from REPORT_GROUP in the Description (OPAC) field to link the subgroup to the appropriate group.
RESTRICTED
These values are used as the restricted status of an item. They appear when adding or editing an item.
This is normally mapped to items.restricted in the Koha database.
If you chose to install the default values for this category, you will have
Restricted access (1)
You can change those to suit your organization’s needs.
Warning
The authorized values for this category must be numerical.
RETURN_CLAIM_RESOLUTION
These values are reasons why a return claim has been resolved.
If you chose to install the default values for this category, you will have
Returned by patron (RET_BY_PATRON)
Found in library (FOUND_IN_LIB)
You can change those to suit your organization’s needs.
ROADTYPE
These values are road types to be used in patron addresses, in the ‘street type’ field in the patron form.
SIP_MEDIA_TYPE
These values are used when creating or editing an item type to assign a SIP specific media type for devices like lockers and sorters.
If you chose to install the default values for this category, you will have
Other (000)
Book (001)
Magazine (002)
Bound journal (003)
Audio tape (004)
Video tape (005)
CD/CDROM (006)
Diskette (007)
Book with diskette (008)
Book with CD (009)
Book with audio tape (010)
Warning
SIP media types are limited to 3 characters. Make sure your authorized values for SIP_MEDIA_TYPE do not have more than 3 characters.
STACK
These values are shelving control number. They appear when adding or editing an item.
This is normally mapped to items.stack in the Koha database.
Warning
The authorized values for this category must be numerical.
SUGGEST
These values are reasons for acceptance or rejection of purchase suggestions in acquisitions. They appear when managing suggestions.
If you chose to install the default values for this category, you will have
Available via ILL (AVILL)
Bestseller (BSELL)
Document not corresponding to our acquisition policy (Poldoc)
Document too expensive (Expensive)
Insufficient budget (Budget)
Library copy lost (LCL)
Shelf copy damaged (SCD)
You can change those to suit your organization’s needs.
SUGGEST_FORMAT
This is a list of item types to display in a dropdown menu on the suggestion form on the OPAC.
If you chose to install the default values for this category, you will have
Audiobook (AUDIOBOOK)
Book (BOOK)
EBook (EBOOK)
DVD (DVD)
Large print (LP)
You can change those to suit your organization’s needs.
Warning
Suggestion format types are limited to 30 characters. Make sure your authorized values for this category do not have more than 30 characters.
SUGGEST_STATUS
This is a list of additional custom status values for suggestions that can be used in addition to the default values.
Warning
The suggestion status is limited to 10 characters. Make sure your authorized value does not have more than 10 characters.
Warning
The suggestion status must not contain any spaces.
TERM
These values are terms to be used in the course reserves module. For example: Spring, Summer, Winter, Fall.
These terms will appear in the dropdown menu when adding a new course.
TICKET_RESOLUTION
Version
This category was added to Koha in version 24.05.
These values are types of resolutions to be used when marking catalog concerns as ‘Resolved’.
TICKET_STATUS
Version
This category was added to Koha in version 24.05.
These values are statuses to be used when updating catalog concerns.
UPLOAD
These values are categories to be assigned to file uploads. Without a category, an upload is considered temporary and may be removed during automated cleanup.
VENDOR_INTERFACE_TYPE
These values are used as types of interfaces for vendor interfaces in the acquisitions module.
VENDOR_ISSUE_TYPE
These values are used as a type of issue with a vendor when adding an issue in the acquisitions module.
VENDOR_TYPE
These values are used to categorize vendors in the acquisitions module.
WITHDRAWN
These values are descriptions for withdrawn items. They appear when adding or editing an item.
This is normally mapped to items.withdrawn in the Koha database.
If you chose to install the default values for this category, you will have
Withdrawn (1)
You can change those to suit your organization’s needs.
Warning
The authorized values for this category must be numerical.
YES_NO
This is a generic authorized value field that can be used anywhere you need a simple yes/no dropdown menu.
If you chose to install the default values for this category, you will have
Yes (1)
No (0)
Warning
In general, binary fields require a 1 or 0 value. If you change these values, make sure the field you intend to attach it to can take other values than 0 or 1.
Adding new authorized value categories
In addition to the existing categories that come by default with Koha, librarians can add their own authorized value categories to control data that is entered into the system.
To add a new category:
Click ‘New category’
Fill out the form
Category: enter the category code for the new category. Limit your category code to 32 characters (something short to make it clear what the category is for).
Warning
A category code cannot contain spaces or special characters other than underscores and hyphens.
Restrict value to numbers only: check the box if the values in this category should be numerical only. This will prevent staff from creating authorized values that don’t comply to this rule.
Version
This option was added to Koha in version 24.05.
Click ‘Save’
Proceed to add a new authorized value to the category.
Adding new authorized values
New authorized values can be added to any existing or new category.
To add a value:
From the categories list, click the ‘Add’ button on the right of the category
Alternatively, click on the category name, and then click ‘New authorized value for …’
If the category has no values yet, click on the ‘Add a new authorized value’ button at the bottom of the page
Fill out the form
Authorized value: enter a code for your authorized value
Note
Authorized value is limited to 80 characters and cannot have spaces or special characters other than underscores and hyphens in it.
Some categories, such as SUGGEST_STATUS, may have stricter limits. Refer to the existing authorized values categories section above for specified limits.
Description: use this field for the actual value that will be displayed.
Description (OPAC): if you want a different description to show in the OPAC, enter it here. If this field is empty, the ‘Description’ will be used in both the staff interface and the OPAC.
Library limitations: if you would like to limit this authorized value to only specific libraries, you can choose them from this menu. To have it available to all libraries just choose ‘All libraries’ at the top of the list.
Choose an icon: you can choose an image that will appear next to the value in the staff interface and OPAC.
Note
This feature doesn’t work everywhere. It’s mostly for item locations (LOC) and collections (CCODE) in the advanced search.
Click ‘Save’
The new value will appear in the list along with existing values
Deleting authorized values
To delete an authorized value, click on the ‘Delete’ button at the right of the authorized value.
Once there are no authorized values left in an authorized value category, you can delete the category.
Patrons and circulation
Settings for controlling circulation and patron information.
Patron categories
Patron categories allow you to organize your patrons into different roles, age groups, and patron types.
Get there: More > Administration > Patrons and circulation > Patron categories
Note
You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: patron_categories).
Note
Only staff with the manage_patron_categories permission (or the superlibrarian permission) will have access to this section.
Adding a patron category
To add a new patron category click ‘New category’ at the top of the page
Category code: an identifier for your new category.
The category code is limited to 10 characters (numbers and letters) and must be unique.
This field is required in order to save your patron category. If left blank you will be presented with an error.
Description: a plain text version of the category.
The description will be visible throughout Koha.
This field is required in order to save your patron category. If left blank you will be presented with an error.
Enrollment period:
In months: should be filled in if you have a limited enrollment period for your patrons. For example, student cards expire after 9 months
Until date: you can choose a date when the cards will expire
This field is required in order to save your patron category. If left blank you will be presented with an error.
Warning
You cannot enter both a month limit and a date until for one category. Choose to enter either one or the other.
Password expiration: enter the number of days after which a patron has to change their password.
Age required: minimum age (in years) requirement associated with the category. For example, an ‘Adult’ patron category could have a minimum age of 18 years; this means patrons must be at least 18 to be in the patron category.
When creating or updating a patron, a warning will appear if the patron is too young for this category.
This value is used by the update_patrons_category.pl cron job to change the category of patrons who are too young.
Upper age limit: maximum age (in years) associated with the category. For example, a ‘Children’ patron category could have an upper age limit of 18, meaning patrons can have children cards until they turn 18.
When creating or updating a patron, a warning will appear if the patron is too old for this category.
This value is used by the update_patrons_category.pl cron job to change the category of patrons who are too old.
Enrollment fee: enter the amount if you charge a membership fee for your patrons (such as those who live in another region).
Warning
Only enter numbers and decimals in this field.
Note
Depending on your value for the FeeOnChangePatronCategory system preference, this fee will be charged on patron renewal as well as when they are first enrolled.
Overdue notice required: choose ‘Yes’ if you want patrons from this category to receive overdue notices. This will enable you to set the overdue notice triggers in the Tools module.
Lost items in staff interface: decide on a patron category basis if lost items are shown in the staff interface.
Shown: lost items are shown in the staff interface.
Hidden by default: lost items are hidden, but staff members can click ‘Show all items’ to see them.
Note
This is only applicable in the staff interface, so changing this value on patron categories who do not have access to the staff interface won’t make any difference.
Hold fee: enter the fee amount if you charge patrons from this category a fee for placing holds on items.
Warning
Only enter numbers and decimals in this field.
Category type: choose one of the six main parent categories
Adult: most common patron type, usually used for a general ‘Patron’ category.
Child: another common patron type.
Staff: library staff
Organizational: organizations can be used as guarantors for Professional patrons.
Professional: professional patrons can be linked to Organizational patrons.
Statistical: this patron type is used strictly for statistical purposes, such as in-house use of items.
This field is required in order to save your patron category. If left blank you will be presented with an error.
Can be guarantee: if the patrons of this category can have guarantors, choose yes. This will make the ‘Patron guarantor’ and ‘Non-patron guarantor’ sections appear in the patron form.
Branch limitations: if necessary, limit this patron category to only some branches in your library system. Select ‘All branches’ if you would like any library to be able to use this category.
To select more than one branch, hold the Ctrl key while making your selection.
Password reset in OPAC: decide whether patrons of this category are allowed to reset their password through the OPAC’s ‘Forgotten password’ function. By default, it will follow the rule set in the OpacResetPassword system preference.
Follow system preference OpacResetPassword.
Allowed: patrons of this category will be able to reset their password through the OPAC regardless of the setting in OpacResetPassword.
Not allowed: patrons of this category will not be able to reset their password through the OPAC regardless of the setting in OpacResetPassword.
Password change in OPAC: decide whether patrons of this category are allowed to change their password through the OPAC. By default, it will follow the rule set in the OpacPasswordChange system preference.
Follow system preference OpacPasswordChange.
Allowed: patrons of this category will be able to change their password through the OPAC regardless of the setting in OpacPasswordChange.
Not allowed: patrons of this category will be not able to change their password through the OPAC regardless of the setting in OpacPasswordChange.
Minimum password length: enter the minimum password length for patrons of this category. Leave blank to use the default length set in the minPasswordLength system preference.
Require strong password: decide whether to enforce a strong password policy (at least one uppercase letter, one lowercase letter and one digit) for patrons of this category. By default, it will follow the rule set in the RequireStrongPassword system preference.
Follow the system preference RequireStrongPassword.
Yes: patrons of this category will be required to have a strong password regardless of the setting in RequireStrongPassword.
No: patrons of this category will not be required to have a strong password regardless of the setting in RequireStrongPassword.
Block expired patrons: decide if this patrons from this category are blocked from performing actions in the OPAC if their card is expired. By default it will follow the rule set in the BlockExpiredPatronOpacActions preference.
Follow the system preference BlockExpiredPatronOpacActions.
Block: patrons of this category whose membership has expired will be blocked from renewing and placing holds in the OPAC, regardless of the setting in BlockExpiredPatronOpacActions.
Don’t block: patrons of this category whose membership has expired will not be blocked from renewing and placing holds in the OPAC, regardless of the setting in BlockExpiredPatronOpacActions.
Check for previous checkouts: if the CheckPrevCheckout system preference is set to either ‘Unless overridden by patron category’ options, you will be able to set the value for this particular patron category here.
Yes and try to override system preferences: Koha will check if the patron already checked out this item, unless the patron’s personal settings prevent it.
No and try to override system preferences: Koha will not check in the patron already checked out this item, unless the patron’s personal settings permit it.
Inherit from system preferences: the setting of the CheckPrevCheckout system preference will be followed.
Can place ILL in OPAC: if the ILLModule system preference is enabled, this setting determines if patrons of this category can place ILL requests from the OPAC.
Version
This option was added to Koha in version 23.11. In previous versions, all patrons can place ILL requests from the OPAC.
Default privacy: choose the default privacy settings for patrons of this category.
Default: checkout history will be kept indefinitely, until either the batch_anonymize.pl script is run or there is a manual batch anonymization which is performed.
Never: checkout history is anonymized upon return. Statistics are kept, but the link between the checkout, the item and the patron is removed.
Forever: checkout history is never anonymized for patrons of this category, regardless of the cron job or manual anonymization.
This setting can be edited by the patron via the OPAC if you allow it with the OPACPrivacy system preference.
Exclude from local holds priority: choose whether holds for patrons of this category are given a priority.
Yes: holds for patrons of this category are not given special priority, regardless of the setting in LocalHoldsPriority.
No: holds for patrons of this category are subjected to the setting in LocalHoldsPriority.
Default messaging preferences for this patron category: assign advanced messaging preferences by default to the patron category
These default preferences can be changed on an individual basis for each patron. This setting is just a default to make it easier to set up messages when creating new patrons.
Note
This requires that you have EnhancedMessagingPreferences system preference set to ‘Allow’.
Warning
These defaults will only be applied to new patrons that are added to the system. They will not edit the preferences of the existing patrons.
If you need to apply the default preferences to existing patrons, you can force those changes by running the borrowers-force-messaging-defaults script found in the misc/maintenance folder. Ask your system administrator for assistance with this script.
Circulation and fine rules
These rules define how your items are circulated, how and when fines are calculated and how holds are handled.
Get there: More > Administration > Patrons and circulation > Circulation and fine rules
Note
Only staff with the manage_circ_rules permission (or the superlibrarian permission) will have access to this section.
The rules are applied from most specific to less specific, using the first found in this order:
same library, same patron category, same item type
same library, same patron category, all item types
same library, all patron categories, same item type
same library, all patron categories, all item types
default (all libraries), same patron category, same item type
default (all libraries), same patron category, all item types
default (all libraries), all patron categories, same item type
default (all libraries), all patron categories, all item types
The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.
If CircControl is set to “the library you are logged in at” circulation rules will be selected based on the library you are logged in at
If CircControl is set to “the library the patron is from” circulation rules will be selected based on the patron’s library
If CircControl is set to “the library the item is from” circulation rules will be selected based on the item’s library where HomeOrHoldingBranch chooses if the item’s home library or its holding library is used.
If IndependentBranches is set to ‘Prevent’ then the value of HomeOrHoldingBranch is used in figuring out if the item can be checked out. If the item’s home library does not match the logged in library, the item cannot be checked out unless you have the superlibrarian permission.
Important
At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries 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 all libraries, all item types and all patron categories then you may see patrons getting blocked from placing holds.
Defining circulation rules
Using the issuing rules matrix you can define rules that depend on patron category/item type combos.
Note
The matrix being very wide, you can export the existing rules in Microsoft Excel or CSV format, to look at them, using the ‘Export’ button at the top of the table.
To set your rules, choose a library from the pull down (or ‘Standard rules for all libraries’ if you want to apply these rules to all branches):
From the matrix you can choose any combination of patron categories and item types to apply the rules to
First choose which patron category you’d like the rule to be applied to. If you leave this to ‘All’ it will apply to all patron categories
Choose the item type you would like this rule to apply to. If you leave this to ‘All’ it will apply to all item types for this patron category
If an item type has a parent item type, the rule will be displayed as Parent -> Child. The number of current checkouts will be limited to either the maximum for the parent (including sibling types) or the specific type’s rule, whichever is less.
In the example above, there is a rule for the DVD item type with a maximum of 5 checkouts and a rule for Blu-ray, a child of DVD, with a maximum of 2 checkouts. A patron at this library will be able to check out a maximum of 2 Blu-rays in a total of 5 items of either DVD or Blu-ray types.
To summarize, a patron at this library would be able to take either : - 0 Blu-ray and a maximum of 5 DVDs - 1 Blu-ray and a maximum of 4 DVDs - 2 Blu-ray and a maximum of 3 DVDs
Add notes about your circulation rule into the notes field. This can be helpful to remember why and when something was last changed.
Limit the number of items of this type a patron of this category can have checked out at the same time by entering a number in the ‘Current checkouts allowed’ field.
If you’re allowing on-site checkouts then you may also want to set a limit on the number of items of this type patrons of this category can have on-site.
Note
This setting also depends on the ConsiderOnSiteCheckoutsAsNormalCheckouts preference
Define the period of time an item of this type can be checked out to a patron of this category by entering the number of units (days or hours) in the ‘Loan period’ box.
Define if the loan period should include closed days or not in the ‘Days mode’ column. The option chosen here will override the useDaysMode system preference for this particular rule.
The ‘Default’ option will take the option defined in the useDaysMode system preference
Choose the ‘Calendar’ option if you want to use the calendar to skip the days when the library is closed
Choose the ‘Datedue’ option if you want to push the due date to the next open day
Choose the ‘Days’ option if you want to ignore the calendar and calculate the due date directly
Choose the ‘Dayweek’ option if you want to use the calendar to push the due date to the next open matching weekday for weekly loan periods, or the next open day otherwise
Choose which unit of time, days or hours, that the loan period and fines will be calculated in in the ‘Unit’ column
Note
If using ‘hours’, you can set library opening hours for each library and determine how the due time is calculated should it fall outside of opening hours.
You can also define a hard due date for a specific patron category and item type. The hard due date offers three options:
Exactly on: The due date of any item checked out with this rule will be set to the hard due date.
Before: Koha will calculate the normal loan period. If the calculated due date would be after or on the hard due date, the hard due date will be used instead.
After: Koha will calculate the normal loan period. If the calculated due date would be before the hard due date, the hard due date will be used instead.
‘Fine amount’ should have the amount you would like to charge for overdue items.
Important
Enter only numbers and decimal points (no currency symbols).
Enter the ‘Fine charging interval’ in the unit you set (ex. charge fines every 1 day, or every 2 hours). The finesCalendar system preference controls whether the days the library is closed will be taken into account or not.
‘When to charge’ is most handy in libraries that have a fine charging interval of more than 1 day.
End of interval: Given a grace period of 2 days and a fine interval of 7 days, the first fine will appear 7 days after the due date, it will always take one fine interval (7 days), before the first fine is charged.
Start of interval: Given a grace period of 2 days and a fine interval of 7 days, the first fine will appear 2 days after the due date and the second fine 7 days after the due date.
The ‘Fine grace period’ is the period of time an item can be overdue before you start charging fines. The FinesIncludeGracePeriod system preference controls if the grace period will be included when calculating the fine or not.
Important
This can only be set for the ‘Day’ unit, not in ‘Hours’
The ‘Overdue fines cap’ is the maximum fine per item for this patron and item type combination.
Important
If this field is left blank then Koha will not put a limit on the fines this item will accrue. A maximum fine amount for all overdues can be set using the MaxFine system preference.
If you would like to prevent overcharging patrons for a lost items, you can check the box under ‘Cap fine at replacement price.’ This will prevent the patron’s fines from going above the replacement price on the item.
Note
If the ‘Overdue fines cap’ is also set, the fine will be the lesser of the two, if both apply to the given overdue checkout.
If your library ‘fines’ patrons by suspending their account you can enter the number of days their fine should be suspended in the ‘Suspension in days’ field.
Important
This can only be set for the ‘Day’ unit, not in ‘Hours’
You can also define the maximum number of days a patron will be suspended in the ‘Max suspension duration’ setting
The ‘Suspension charging interval’ option is just like the ‘Fin charging interval’. For example, you could ‘fine’ a patron one day suspension for every two days overdue.
Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the ‘Renewals allowed’ box.
If you allow unseen renewals (see UnseenRenewals), enter how many ‘unseen’ renewals patrons can make. This is not in addition to the regular renewals, but rather how many ‘unseen’ renewals can be made among the total number of renewals.
If you’re allowing renewals you can control how long the renewal loan period will be (in the units you have chosen) in the ‘Renewal period’ box.
If you’re allowing renewals you can control how soon before the due date patrons can renew their materials with the ‘No renewals before’ box.
Items can be renewed at any time if this value is left blank. Otherwise items can only be renewed if the item is due after the number in units (days/hours) entered in this box.
To control this value on a more granular level please set the NoRenewalBeforePrecision preference.
If you enable automatic renewals (see below), enter how much time before the due date the automatic renewal takes place.
Version
This option was added to Koha in version 23.11.
In previous versions, automatic renewals use the ‘no renewals before’ value, which applies to both regular and automatic renewals.
You can enable automatic renewals for certain items/patrons if you’d like. This will renew automatically following your circulation rules unless there is a hold on the item.
Important
You will need to enable the automatic renewal cron job for this to work.
Important
This feature needs to have the “no automatic renewal before” column filled in or it will auto renew every day after the due date.
If you are using automatic renewals, you can use the ‘No automatic renewals after’ to limit the time a patron can have the item. For example: don’t allow automatic renewals after a checkout period of 80 days.
Similar to the hard due date setting, you can also stop automatic renewals after a specific date using the ‘No automatic renewal after (hard limit)’ setting.
If patrons of this category can place holds on items of this type, enter the total numbers of items (of this type) that can be put on hold in the ‘Holds allowed’ field.
Leave empty to have unlimited holds.
If you’d rather put a hold limit per patron category, independent of the item type, see the default checkout and hold policy by patron category section below.
If you want to have a hard hold limit, independent of patron category and item type, for this particular library, see the Default checkout, hold, and return policy section below.
If you want to have a hard hold limit, independent of patron category, item type, and across all libraries, see the maxreserves system preference.
You can also set a daily limit on the number of holds a patron can place.
While the two settings before limit the holds that can be placed across various records, the next setting is used to limit the number of holds that can be placed on one record at the same time. For example, for fiction books you might want to allow only one item to be placed on hold at the same time by the same user. But for serials where items represent different issues more than one hold at the same time is fine.
Note
If this is set to a number that is greater than 1, but not Unlimited, then staff will have the option of placing multiple holds at once when placing a hold on the next available item in the staff interface
Next you can decide how the availability of items influences the ability to place a hold. The ‘On shelf holds allowed’ option has three settings:
Yes: This will allow to place holds on items at all times. It doesn’t matter if they are available or checked out.
If any unavailable: This will allow to place a hold as soon as one or more items of the record are checked out. It doesn’t matter if there are still one or more items available on the shelf.
If all unavailable: This will allow to place a hold as soon as all items on the record are checked out that could fill the hold. This is especially useful for libraries that don’t offer the service of getting items placed on hold off the shelf for patrons.
Under ‘OPAC item level hold’ you can decide if patrons are allowed to place item specific holds on the item type in question. The options are:
Allow: Will allow patrons the option to choose next available or a specific item.
Don’t allow: Will only allow patrons to choose next available item.
Force: Will only allow patrons to choose a specific item.
You can set the number of days patrons have to come pick up their holds in the ‘Holds pickup period (day)’ column. This value will set the hold’s ‘expiration date’. After that period, holds will be marked as problematic and will appear in the ‘Holds waiting past their expiration date’ tab in the Holds awaiting pickup report.
The default period is set in the ReservesMaxPickUpDelay system preference, but this column allows to have more granular rules for various library, patron category, and item type combinations.
Version
This circulation rule option was added to Koha in version 23.11.
If you want to allow patrons of this category to be able to place article requests on items of this type, choose an option in the ‘Article requests’ column
No: patrons of this category will not be able to place article requests on items of this type
Yes: patrons of this category will be able to place article requests on items of this type, either on specific items (for example in the case of serial issues) or on entire records (for example in the case of monographs)
Record only: patrons of this category will be able to place article requests on records of this type, but not on specific items
Item only: patrons of this category will be able to place article requests on items of this type, but not on entire records
Warning
This column will only appear if the ArticleRequests system preference is enabled.
If you want to use the article request functionality you need to enable it using the ArticleRequests system preference and configure the form using the other related preferences.
If you charge a rental fee for the item type and want to give this specific patron category a discount on that fee, enter the percentage discount (without the % symbol) in the ‘Rental discount’ field
If the UseRecalls system preference is enabled, you will have several options to control recalls.
Recalls allowed (total): enter the number of current recalls a patron of this category can have on items or records of this item type.
Recalls per record (count): enter the number of current recalls a patron of this category can have on any one record of this item type.
On shelf recalls allowed: choose if patrons can recall items on records that have available items
If any unavailable: if a record has more than one item and at least one is unavailable, the patron will be able to recall items from this record
If all unavailable: all items of a record must be unavailable in order for a patron to recall an item from this record
Recall due date interval (day): enter the number of days a patron has to return an item that has been recalled
Recall overdue fine amount: enter the fine amount a patron will be charged if they don’t return the recalled item by the due date
Recall pickup period: enter the number of days a patron has to come pick up the item they have recalled, once it has been marked as awaiting pickup.
Note
This value supersedes the value in the RecallsMaxPickUpDelay system preference.
When finished, click ‘Save’ to save your changes. To modify a rule, simply click the ‘Edit’ button either at the beginning or at the end of the row. The row of the rule being edited will be highlighted in yellow and the values will appear filled in at the bottom of the table. Edit the values at the bottom and click save.
Note
If, while editing a rule, you change either the patron category or the item type, it will create a new rule. You can do this to duplicate rules instead of creating new ones if the values are similar.
Alternatively, you can create a rule with the same patron category and item type and it will edit the existing one, as there can only be one rule per library- patron category-item type combination.
If you would like to delete your rule, click the ‘Delete’ button at the beginning or at the end of the rule row.
To save time you can clone rules from one library to another by choosing the clone option above the rules matrix. Please note that this will overwrite all rules already configured for that library.
After choosing to clone you will be presented with a confirmation message.
Default checkout, hold, and return policy
You can set a default maximum number of checkouts, a default maximum number of holds and a hold policy that will be used if none is defined below for a particular item type or category. This is the fall back rule for defaults.
From this menu you can set a default to apply to all item types and patrons in the library if no other option is set in the forms below.
In ‘Total current checkouts allowed’ enter the total number of items patrons can have checked out at one time
In ‘Total current on-site checkouts allowed’ enter the total number of items patrons can have checked out on site at a time (OnSiteCheckouts needs to be set to ‘Enable’)
In ‘Maximum total holds allowed (count)’ enter the total number of pending holds patrons can have at the same time.
Control where patrons can place holds from using the ‘Hold Policy’ menu
From Any Library: Patrons from any library may put this item on hold. (default if none is defined)
From Local Hold Group: Only patrons from a library in the item home library’s local hold group may put this book on hold.
From Home Library: Only patrons from the item’s home library may put this book on hold.
No Holds Allowed: No patron may put this book on hold.
Control where patron can pick up holds using the “Hold Pickup Library Match” menu
any library
item’s hold group
patron’s hold group
item’s home library
item’s holding library
Control where the item returns to once it is checked in
Item returns home
Item returns to issuing branch
Item floats
When an item floats it stays where it was checked in and does not ever return ‘home’
Item floats by library group: The item will not be transferred and will stay at the library it was checked in at, if the check-in library is within the same ‘float group’ in library groups as the item’s home library. If the library is not in the same float group, the item will be transferred back to its home library.
Once your policy is set, you can unset it by clicking the ‘Unset’ link to the right of the rule
Default checkout and hold policy by patron category
For this library, you can specify the maximum number of checkouts, on-site checkouts and holds that a patron of a given category can have, regardless of the item type.
Note
If the total amount of checkouts, on-site checkout and holds for a given patron category is left blank, no limit applies, except possibly for a limit you define in the circulation rules above.
For example, if you have a rule in the matrix that says Board patrons are allowed 10 books and 5 DVDs but you want to make it so that Board patrons only have a total of 12 things checked out at once. If you enter 12 here and the patron has 10 books out already they will only be allowed 2 DVDs to equal the 12 total they’re allowed.
Default waiting hold cancellation policy
For this library, you can specify if patrons can cancel holds that are already awaiting pickup.
For each patron category and item type combination, choose if these patrons can cancel holds that are already waiting for pickup.
Just like the circulation rules, the more specific rules will apply before the more generic rules (i.e. the “all” patron categories / “all” item types rule will apply only if no other rule exists for this combination).
Default open article requests limit
If ArticleRequests is enabled, you can set a maximum number of open article requests a patron of a category can have at one time.
Note
This will only appear if the ArticleRequests system preference is enabled.
Choose the patron category you want to limit.
Enter the number of open article requests a patron of this category can have at one given time
Click ‘Add’
Default article request fees
If ArticleRequests is enabled, you can set the fee a patron from a given category (or any category) needs to pay in order to request the article.
Note
This will only appear if the ArticleRequests system preference is enabled.
Choose the patron category for which you want to add a fee, or choose ‘All’ to set an overall fee for all patrons
Note
The fee specific to a patron category will supersede the fee for all categories.
For example, if you set a fee for all categories to 2$ and a fee for Faculty to 3$, Faculty members will be charged 3$ and any other patron will be charged 2$.
Enter the fee amount (use a period as the decimal and don’t enter any symbols, e.g. enter 5.00 for 5$)
Click ‘Add’
The fee is charged to the patron when the request is placed.
When placing the request, either through the staff interface or the OPAC, a message appears to inform the staff member or the patron that the patron will be charged for every request and the amount of the fee.
Default lost item fee refund on return policy
Here, you can specify the default policy for lost item fees on return.
Refund lost item replacement fee: choose whether or not the item’s replacement cost is refunded when the lost item is returned.
Refund lost item charge: the replacement cost is refunded. This might create a credit to be paid out to the patron if they had already paid the fee.
Refund lost item charge (only if unpaid): the replacement cost is refunded only if it hasn’t yet been paid.
Refund lost item charge and charge new overdue fine: the replacement cost is refunded and overdue fines are calculated as of today.
Refund lost item charge and restore overdue fine: the replacement cost is refunded and fines are restored as of the day the item was declared lost.
Leave lost item charge: the replacement cost stays in the patron’s account.
Refund lost item processing fee: choose whether or not the item’s processing fee is refunded when the lost item is returned.
Refund lost item processing charge: the processing fee is refunded. This might create a credit to be paid out to the patron if they had already paid the fee.
Refund lost item processing charge (only if unpaid): the processing fee is refunded only if it hasn’t yet been paid.
Leave lost item processing charge: the processing fee stays in the patron’s account.
This policy will apply to this library. This rule is to be used with the RefundLostOnReturnControl system preference.
You can limit the number of days during which a lost item is refundable using the NoRefundOnLostReturnedItemsAge system preference.
Default holds policy by item type
For this library, you can edit hold and return policies for a given item type, regardless of the patron’s category.
The various hold policies have the following effects:
From any library: Patrons from any library may put this item on hold. (default if none is defined)
From local hold group: Only patrons from libraries in the same item’s home library hold groups may put this book on hold.
From home library: Only patrons from the item’s home library may put this book on hold.
No holds allowed: No patron may put this book on hold.
Important
Note that if the system preference AllowHoldPolicyOverride set to ‘allow’, these policies can be overridden by your circulation staff.
Important
These policies are applied based on the ReservesControlBranch system preference.
Control where patron can pick up holds using the “Hold Pickup Library Match” menu
any library
item’s hold group
patron’ hold group
item’s home library
item’s holding library
The various return policies have the following effects:
Item returns home: The item will prompt the librarian to transfer the item to its home library
Important
If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear
Item returns to issuing branch: The item will prompt the librarian to transfer the item back to the library where it was checked out
Important
If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear
Item floats: The item will not be transferred from the branch it was checked in at, instead it will remain there until transferred manually or checked in at another branch
Item floats by library group: The item will not be transferred and will stay at the library it was checked in at, if the check-in library is within the same ‘float group’ in library groups as the item’s home library. If the library is not in the same float group, the item will be transferred back to its home library.
For example you might allow holds at your libraries but not what New items or DVDs to be placed on hold by other branches so you can set the ‘Hold policy’ to ‘From home library’ so that those items can only be placed on hold if the items’ owning library and the patron’s home library are the same. You can also block holds completely on specific item types from this form. This is also how you can set up floating item types and types that remain with their home library.
Note
The library whose return policy is used is determined by the CircControlReturnsBranch system preference.
Patron attribute types
Get there: More > Administration > Patrons and circulation > Patron attribute types
Note
Only staff with the manage_patron_attributes permission (or the superlibrarian permission) will have access to this section.
Patron attributes can be used to define custom fields to associate with your patron records. In order to enable the use of custom fields you need to set the ExtendedPatronAttributes system preference.
A common use for this field would be for a student ID number or a Driver’s license number.
Adding patron attribute types
To add a new patron attribute type, click the ‘New patron attribute type’ button at the top of the page
Patron attribute type code: enter a short code to identify this field
Warning
This setting cannot be changed after an attribute is defined
Description: enter a longer (plain text) explanation of what this field will contain
Repeatable: check this box if a patron record can have multiple values of this attribute.
Warning
This setting cannot be changed after an attribute is defined
Unique identifier: check this box if a value is given to a patron record, the same value cannot be given to a different record.
Unique attributes can be used as match points on the patron import tool
Warning
This setting cannot be changed after an attribute is defined
Is a date: check this box if the attribute value should be a date. A date picker will be available.
Important
Date attribute types cannot be linked to authorized value categories.
Version
The date option was added to Koha in version 24.05.
Display in OPAC: check this box to display this attribute on a patron’s details page in the OPAC.
Editable in OPAC: check this box to enable patrons to edit this information in the OPAC.
Searchable: check this box to make this attribute searchable in the staff interface’s patron search.
Search by default: check this box to make this attribute searchable in the staff interface’s ‘standard’ patron search, i.e., not a search on a particular field.
This option requires that the attribute type be searchable (see previous option).
Version
This option was added to Koha in version 23.11.
Mandatory: check this box if the attribute must be filled for every patron
Display in patron’s brief information: check this box to make this attribute visible in the patron’s short detail display on the left of the checkout screen and other patron pages
Authorized value category: if one is selected, the patron record input page will only allow values to be chosen from the authorized value list.
You will first need to add an authorized value list for it to appear in this menu
Warning
An authorized value list is not enforced during batch patron import.
Library limitations: if you would like this attribute to only be used by specific branches you can choose those branches from this list. Choose ‘All branches’ to show it for all libraries.
Warning
Patrons with attributes already set for them will not be altered. The branch limitation only limits the field based on the library at which the current staff is logged in.
If an attribute is set for a patron, it will be displayed in their file to all staff. However, only staff from the selected branches will be able to edit it.
Category: if you’d like to only show this attribute on patrons of one type choose that patron category here
Class: if you have a lot of attributes it might be handy to group them so that you can easily find them for editing. If you create an authorized value for PA_CLASS it will show in the ‘Class’ drop-down menu and you can then change your attributes page to have sections of attributes
Click ‘Save’ to save your new attribute.
Once added, your attribute will appear on the list of attributes and also on the patron record add/edit form
Editing/deleting patron attribute types
Each patron attribute has an edit and a delete button beside it on the list of attributes.
Some fields in the attribute will not be editable once created:
Patron attribute type code
Repeatable
Unique identifier
You will be unable to delete an attribute if it’s in use.
Library transfer limits
Limit the ability to transfer items between libraries based on the library sending, the library receiving, and the collection code involved.
Get there: More > Administration > Patrons and circulation > Library transfer limits
Note
Only staff with the manage_transfers permission (or the superlibrarian permission) will have access to this section.
These rules only go into effect if the preference UseBranchTransferLimits is set to ‘enforce’.
Before you begin you will want to choose which library you are setting these limits for.
Transfer limits are set based on the collections codes you have applied via the Authorized values administration area.
Collection codes will appear as tabs above the checkboxes:
Check the boxes for the libraries you allow your items to be transferred to for the collection code you have selected at the top (in the example below - FIC)
In the above example, Centerville library will allow patrons from all libraries except Liberty and Franklin to request items from their branch.
Transport cost matrix
The transport cost matrix lets a library system define relative costs to transport books to one another.
Note
Only staff with the manage_transfers permission (or the superlibrarian permission) will have access to this section.
In order for the system to use this matrix you must first set the UseTransportCostMatrix preference to ‘Use’.
Important
The transport cost matrix takes precedence in controlling where holds are filled from, if the matrix is not used then Koha checks the StaticHoldsQueueWeight.
Costs are decimal values between some arbitrary maximum value (e.g. 1 or 100) and 0 which is the minimum (no) cost. For example, you could just use the distance between each library in miles as your ‘cost’, if that would accurately reflect the cost of transferring them. Perhaps post offices would be a better measure. Libraries sharing a post office would have a cost of 1, adjacent post offices would have a cost of 2, etc.
To enter transport costs simply click in the cell you would like to alter, uncheck the ‘Disable’ box and enter your ‘cost’
After entering in your cost, hit ‘Enter’ on your keyboard or click the ‘Save’ button at the bottom of the matrix to save your changes.
Note
A NULL value will make no difference where the From and To libraries are the same library. However, as a best practice, you should put a 0 in there. For all other To/From combinations, a NULL value will cause that relationship to act as if it has been disabled. So, in summary, don’t leave any of the values empty. It’s best to always put a number in there ( even if you choose to disable that given To/From option ).
Item circulation alerts
Libraries can decide if they want to have patrons automatically notified of circulation events (check ins and check outs).
Get there: More > Administration > Patrons and circulation > Item circulation alerts
Note
Only staff with the manage_item_circ_alerts permission (or the superlibrarian permission) will have access to this section.
These preferences are set based on patron types and item types.
Important
These preference can be overridden by changes in the individual patron’s messaging preferences.
To set up circulation alerts:
Choose your library from the pull down at the top of the screen
To set preferences for all libraries, keep the menu set to ‘Default’
By default all item types and all patrons are notified of check ins and check outs. To change this, click on the item/patron type combo that you would like to stop notices for.
In the above example, Juveniles and Kids will not receive check out notices.
Cities and towns
To standardize patron input you can define cities or towns within your region so that when new patrons are added librarians simply have to select the town from a list instead of having to type the town and zip (or postal) code information.
Get there: More > Administration > Patrons and circulation > Cities and towns
Note
Only staff with the manage_cities permission (or the superlibrarian permission) will have access to this section.
Adding a city
To add a new city, click the ‘New city’ button at the top of the page and enter the city name, state, zip/postal code and country.
One you click Submit, your city will be saved and will be listed on the Cities and towns page
Cities can be edited or deleted at any time.
Viewing cities on patron add form
If you have defined local cities using the ‘New city’ form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.
This will allow for easy entry of local cities into the patron record without risking the potential for typos or mistaken zip/postal codes.
Curbside pickup
The curbside pickup feature is used to set up appointments with patrons for them to pick up their holds. This section is used to configure the pickup windows
Get there: More > Administration > Patrons and circulation > Curbside pickup
Note
In order to use this module, you must enable it with the CurbsidePickup system preference.
Note
Only staff with the manage_curbside_pickups permission (or the superlibrarian permission) will have access to this section.
Setting up curbside pickup
From the configuration page, click the tab corresponding to the library for which you’re setting up curbside pickup
Fill out the form
Enable: check this box to enable curbside pickup at this library
Pickup interval: enter the number of minutes each curbside pickup interaction will take
Maximum patrons per interval: enter the number of patrons who can pickup in the same interval
Patron-scheduled pickup: check this box if you want to allow patrons to set up their own curbside pickup appointment through the OPAC
Enable for waiting holds only: check this box if curbside pickup should be limited to patrons who have holds awaiting pickup
Create curbside pickup slots
For each slot, enter the day of the week, the starting and ending hours of the time slot in which patrons can come
these can be your opening hours, if you allow curbside pickup throughout the day, or specific time slots in which you allow patrons to come by
For the hours, the format must be XX:XX (numbers with a colon) and it must be in 24-hour format (e.g. 1 PM is 13:00)
Click ‘Add’
Click ‘Save configuration’
Do this for every library that offers curbside pickup.
Patron restriction types
If you are using patron restriction types, you can manage the restriction types available from here.
Patron restriction types are enabled by the PatronRestrictionTypes system preference.
Get there: More > Administration > Patrons and circulation > Patron restriction types
Note
Only staff with the manage_patron_restrictions permission (or the superlibrarian permission) will have access to this section.
Adding a restriction type
To add a new restriction type, click the ‘New restriction type’ button at the top of the page.
Code: enter a code for the restriction. Codes are limited to 50 characters and should not contain spaces, diacritics, or special characters.
Label: enter the label for the restriction. The label will be the one displayed throughout Koha.
Lift after payment: if set to ‘Yes’, restrictions using this type will be automatically lifted after payments equal to or exceeding the amount defined in ‘Fee Limit’.
Fee Limit: enter the amount that must be paid in order to lift a restriction of this type. This field is only used if ‘Lift after payment’ is set to ‘Yes’.
Once you click ‘Save’, your restriction type will be saved and will be listed in the table of restriction types.
Locally created restriction types can be set to set as the default restriction type to use when manually adding a restriction to a patron account. This can be achieved using the ‘Make default’ button.
You can also delete any locally created restriction types using the ‘Delete’ so long as they have not been assigned as the default.
Accounting
Get there: More > Administration > Accounting
This section deals with the parameters used in managing the patron accounts.
Debit types
Get there: More > Administration > Accounting > Debit types
Note
Only staff with the manage_accounts permission (or the superlibrarian permission) will have access to this section.
This is where you define the manual fees you can charge patrons.
When you first get to the page, you will only see the manual fees that are already defined in your system.
You can see the default system fees by clicking “Show all debit types”.
You can go back to seeing only the manual fees by clicking “Filter system debit types”.
System debit types
Several debit types come installed with Koha. Most of them are automatic fees that are added according to the policies you set up elsewhere in Koha.
ACCOUNT (Account creation fee): this is charged to the patron’s account upon registration. The fee can be changed in the patron category settings under ‘Enrollment fee’.
ACCOUNT_RENEW (Account renewal fee): this is charged to the patron’s account when their account is renewed. Like the ACCOUNT debit type above, this can be changed in the patron category settings under ‘Enrollment fee’.
LOST (Lost item): this is charged to the patron’s account when an item in their file is declared lost. The amount depends on the item’s ‘replacement cost’ field or on the item type’s default replacement cost. It can also be added manually in the manual invoices tab.
MANUAL (Manual fee): this is the default manual fee installed with Koha. This is not charged automatically by Koha, but can be added to a patron’s account manually in the manual invoices tab.
NEW_CARD (New card fee): this is another default manual fee installed with Koha. This will not be charged automatically by Koha, but can be added to a patron’s account manually in the manual invoices tab.
OVERDUE (Overdue fine): this is charged automatically to the patron’s account when they have overdue items. The amount for overdue fines are set in the circulation and fines rules.
PAYOUT (Payment from library to patron): this is used when the library reimburses the patron (for an over payment for example).
PROCESSING (Lost item processing fee): this is charged automatically to the patron’s account when an item in their file is declared lost. The amount is set by item type under ‘Processing fee (when lost)’.
RENT (Rental fee): this is charged automatically to the patron’s account upon checkout if the item type has a rental charge.
RENT_DAILY (Daily rental fee): this is charged automatically to the patron’s account upon checkout if the item type has a daily rental charge.
RENT_DAILY_RENEW (Renewal of daily rental item): this is charged automatically to the patron’s account upon renewal if the item type has a daily rental charge.
RENT_RENEW (Renewal of rental item): this is charged automatically to the patron’s account upon renewal if the item type has a rental charge.
RESERVE (Hold fee): this is charged automatically to the patron’s account upon placing a hold. The amount depends on the ‘Hold fee’ amount in the patron’s category settings.
RESERVE_EXPIRED (Hold waiting too long): this is charged automatically to the patron’s account if they haven’t picked up their hold after the number of days defined in the ExpireReservesMaxPickUpDelay system preference. The amount is set in the ExpireReservesMaxPickUpDelayCharge system preference.
Adding a new debit type
To add a new debit type:
Click ‘New debit type’
Debit type code: enter a code (limited to 64 letters).
Warning
Codes should be limited to letters, numbers, and underscores (_).
Avoid spaces, diacritics, and special characters.
Default amount: enter the default amount.
Note
Staff will be able to change this amount when adding the charge to the patron’s account, if necessary.
Important
Do not enter currency symbols. Only write the amount with a decimal point (for example, 5 or 5.00 instead of $5).
Description: write a description, this description will be used in the drop-down menu when adding a new charge to a patron’s account or when making a sale in the point of sale as well as in their transaction history.
Can be manually invoiced: check this box if this debit type can be added manually by staff to a patron’s account via the manual invoices.
Can be sold: check this box if this debit type can be used in the point of sale.
Included in noissuescharge: check this box if this debit type should be included when calculating the amount owed by the patron for the noissuescharge system preference. This system preference is used to block checkouts when a patron owes over a certain amount of money to the library.
Libraries limitation: if necessary, select the libraries where this debit type can be used. Choosing ‘All libraries’ will make the debit type available everywhere.
Note
You can select more than one library by pressing the ‘Ctrl’ key while selecting.
Click ‘Save’
Editing an existing debit type
You can only modify the debit types you have added, as well as the ‘Manual fee’.
To edit a debit type:
Click the ‘Edit’ button to the right of the debit type
Modify any field
Click ‘Save’
Archiving a debit type
If there is a debit type you don’t need anymore, you can archive it.
Note
There is no way to delete a debit type since they are used in the patron’s accounting section.
To archive a debit type, simply click the ‘Archive’ button to the right of the debit type.
Restoring an archived debit type
If you need to use an archived debit type again, simply click on the ‘Restore’ button to the right of the debit type.
This will make it available again.
Credit types
Get there: More > Administration > Accounting > Credit types
Note
Only staff with the manage_accounts permission (or the superlibrarian permission) will have access to this section.
This is where you define the manual credits you can give patrons.
When you first get to the page, you will only see the credits that are already defined in your system.
You can see the default system credit types by clicking “Show all credit types”.
You can go back to seeing only the manual credit types by clicking “Filter system credit types”.
System credit types
Several credit types come installed with Koha. Most of them are automatic credits that are added according to the policies you set up elsewhere in Koha. They can not be deleted.
CANCELLATION (Canceled charge): this is used when cancelling a charge in a patron’s account
CREDIT (Credit): this is used for manual credits to give to your patrons.
DISCOUNT (A discount applied to a patrons fine): this is used to discount fines and charges.
FORGIVEN (Forgiven): this is used for manual credits to give to your patrons.
LOST_FOUND (Lost item fee refund): this is used when a previously lost item is returned. If you refund the lost fees (see Default lost item fee refund on return policy), this credit will be applied to refund the fee.
OVERPAYMENT (Over payment refund): this is automatically applied to a patron’s account when they paid too much for a fee. This is mostly used when backdating check-ins where the patron has already paid the full fine.
PAYMENT (Payment): as the name states, this is used to indicate fee payments.
PURCHASE (Purchase): this is used when a payment is made through the point of sale module.
REFUND (A refund applied to a patrons fine): this is used when refunding the payment of a fine or charge.
WRITEOFF (Writeoff): this is used when writing off a fine or charge.
Adding a new credit type
To add a new credit type:
Click ‘New credit type’
Enter a code (limited to 64 letters)
Warning
Codes should be limited to letters, numbers, and underscores (_).
Avoid spaces, diacritics, and special characters.
Write a description
This description will be used in the drop-down menu when adding a new credit to a patron’s account as well as in their transaction history
If this credit type can be added manually by staff to a patron’s account via the manual credit, check the ‘Can be added manually?’ check box
If you need this credit type to be sequentially numbered, check the ‘Enable credit number’. The format of the number is defined in the AutoCreditNumber system preference.
If this credit type is only to be used in specific branches, you can select the libraries in ‘Libraries limitation’
Note
You can select more than one library by pressing the ‘Ctrl’ key while selecting.
Click ‘Save’
Editing an existing credit type
You can only modify the credit types you have added.
To edit a credit type:
Click the ‘Edit’ button to the right of the credit type
Modify any field
Click ‘Save’
Archiving a credit type
If there is a credit type you don’t need anymore, you can archive it.
Note
There is no way to delete a credit type since they are used in the patron’s accounting section.
To archive a credit type, simply click the ‘Archive’ button to the right of the credit type.
Restoring an archived credit type
If you need to use an archived credit type again, simply click on the ‘Restore’ button to the right of the credit type.
This will make it available again.
Cash registers
Get there: More > Administration > Accounting > Cash registers
This feature is enabled through the UseCashRegisters system preference.
Note
Only staff with the manage_cash_registers permission (or the superlibrarian permission) will have access to this section.
If you have no cash registers already defined, you will be invited to create one.
Otherwise, you will see the list of all your cash registers.
In the ‘Actions’ columns, you can choose to edit your cash registers, make one of them default or remove the default status, and archive or restore an archived register.
The default status is only useful in libraries that have more than one register per branch. The default register will be pre-selected when entering a payment. If there is only one cash register per branch, the branch’s cash register will be selected when paying.
Adding a new cash register
Click on ‘New cash register’
Give your cash register a name
Optionally you can also add a description
Choose in which library this cash register is located
And finally, enter the initial float, i.e. the amount in the cash register
Click ‘Add’
Plugins
This section is used to manage all types of plugins.
Important
Before using plugins, make sure that they are enabled in the configuration file.
Note
Only staff with the manage permission, the configure permission, or the admin permission (or the superlibrarian permission) will see this section.
See also the tool plugins and report plugins sections.
Get there: More > Administration > Plugins
If there are any administrative plugins installed, they will appear under this section.
Note
Only staff with the admin permission (or the superlibrarian permission) will be able to use administrative plugins.
Managing plugins
This section is used to view, manage and configure all types of plugins.
Note
Only staff with the manage permission (or the superlibrarian permission) will be able to install and uninstall plugins.
The page will show all currently installed plugins.
If you have a lot of plugins, you can view a subset by clicking ‘View plugins by class’.
Installing a plugin
To install a new plugin manually,
Click ‘Upload plugin’.
Choose the KPZ file on your computer and click ‘Upload’.
If you configured external plugin repositories, you will have a search box at the top of the page to search these repositories and install directly from there without having to download and upload the KPZ file. To install a plugin from a repository,
Enter a search term in the search box.
Click ‘Install’ to the right of the plugin.
Some plugins might need to be enabled before usage.
To enable a plugin,
Click the ‘Actions’ button to the right of the plugin and choose ‘Enable’
Using a plugin
All plugins are different. Some might need configuration before usage, others are simply run.
Click the ‘Actions’ button and choose ‘Configure’ or ‘Run’.
Follow the instructions issued by the plugin’s creator.
Note
Only staff with the configure permission (or the superlibrarian permission) will be able to access plugin configuration.
Disabling a plugin
If you need to temporarily stop the plugin from taking effect, you can disable it.
Click the ‘Actions’ button to the right of the plugin and choose ‘Disable’
This will not uninstall the plugin. It will remain installed, but will not have any effect on your Koha installation.
Deleting a plugin
To delete or uninstall a plugin,
Click the ‘Actions’ button to the right of the plugin and choose ‘Delete’
This will remove the plugin from your Koha installation. Any action or effect it had will stop. If you need to, you can reinstall it later, provided it is still available.
Jobs
This section is used to manage background jobs. Jobs are tasks that are queued in the system to be treated when the server has the resources to do it, such as batch record modification and others.
Get there: More > Administration > Jobs
Note
Only staff with the manage_background_jobs permission (or the superlibrarian permission) will have access to this section.
Managing jobs
By default, when accessing the page, you will only see current jobs and jobs enqueued in the last hour.
To see all jobs, uncheck the boxes at the top of the page.
Current jobs only: uncheck this to include finished jobs
Only include jobs enqueued in the last hour: uncheck this to include jobs enqueued earlier
You can search for jobs using the search boxes under the table headings.
To the right of each job, there are action buttons.
View: this will display the details of the job, including, but not limited to:
Job ID: this is the identifier of the job in the Koha database, an incremental number
Status: the status of the job
New: the job has been queued
Cancelled: the job was cancelled by a user
Finished: the job was successfully carried out
Started: the job was started, but it is not yet finished
Running: the job is currently being executed
Failed: the job was started, but failed for some reason
Progress: indicates how much of the job is done
Type: indicates the type of job
Batch bibliographic record modification: batch of bibliographic records to be modified.
Batch bibliographic record deletion: batch of bibliographic records to be deleted.
Batch authority record modification: batch of authority records to be modified.
Batch authority record deletion: batch of authority records to be deleted.
Batch item record modification: batch of items to be modified.
Batch item record deletion: batch of items to be deleted.
Batch hold cancellation: a batch of holds to be cancelled (when using the ‘Cancel selected’ button).
Create eHoldings titles: titles to be created from a list in the ERM module.
Update Elasticsearch index: bibliographic or authority records, or items to be updated in the Elasticsearch index. Any changes to a bibliographic or authority record, or item trigger an update of the index, including changes in circulation status.
Holds queue update: when the RealTimeHoldsQueue system preference is enabled, changes to holds trigger an update of the holds queue.
Staged MARC records for import: bibliographic or authority records to be staged for import.
Import MARC records: staged bibliographic or authority records to be imported in the catalog.
Revert import MARC records: imported bibliographic or authority records to be unimported.
Queued: date and time when the job was queued
Started: date and time when the job was started
Ended: date and time when the job was finished
Report: this section will contain messages specific to the type of job (for example, number of records modified, in the case of batch record modification)
Detailed messages: this section will contain messages specific to the type of job (for example, which records were modified, in the case of batch record modification)
Cancel: for jobs that are still new or have started, it’s possible to cancel them
Catalog administration
Set these controls before you start cataloging on your Koha system.
Get there: More > Administration > Catalog
MARC bibliographic frameworks
Think of frameworks as templates for creating new bibliographic records. Koha comes with some predefined frameworks that can be edited or deleted, and librarians can create their own frameworks for content specific to their libraries.
Get there: More > Administration > Catalog > MARC bibliographic frameworks
Note
Only staff with the manage_marc_frameworks permission (or the superlibrarian permission) will have access to this section.
Important
Do not delete or edit the Default framework since this will cause problems with your cataloging records - always create a new template based on the Default framework, or alter the other frameworks.
Adding a new framework
To add a new framework
Click ‘New framework’
Code: enter a code of 4 or fewer characters, avoiding spaces, diacritics, or other special characters.
Description: enter a more detailed definition of your framework, this is what will be displayed in Koha.
Click ‘Submit’
Once your framework is added click ‘Actions’ to the right of it on the list of frameworks and choose ‘MARC structure’
You will be asked to choose a framework to base your new framework on, this will make it easier than starting from scratch
Once your framework appears on the screen you can edit or delete each field by following the instructions for editing fields and subfields
Editing existing frameworks
Clicking ‘Actions’ and then ‘Edit’ to the right of a framework will only allow you to edit the description for the framework.
Editing framework fields and subfields
Frameworks are made up of MARC fields (tags) and subfields. To make edits to the fields and subfields associated with the framework you must click on ‘Actions’ and then ‘MARC structure’.
Important
Whenever you make changes to the framework fields and subfields, make sure to run the MARC bibliographic framework test.
Editing a MARC field (tag)
After clicking on ‘MARC structure’ you will be taken to a screen listing all the available tags for that framework and you can search for the tag you need. To make edits to a MARC field click on ‘Actions’ on the right of the field and choose ‘Edit tag’.
The next screen shows details of the tag.
Tag: the MARC tag, or field number, is uneditable.
Label for lib: text that will show in the staff interface MARC view, and in the basic editor if the advancedMARCeditor system preference is set to display labels.
Note
If you use XSLT (see the XSLTDetailsDisplay system preference), the labels for the ‘Normal’ view are defined in the XSLT stylesheet.
This will not affect the ‘Normal’ view unless you don’t use XSLT.
Label for OPAC: text that will show on the MARC view in the OPAC.
Note
If you use XSLT (see the OPACXSLTDetailsDisplay system preference), the labels for the ‘Normal’ view are defined in the XSLT stylesheet.
This will not affect the ‘Normal’ view unless you don’t use XSLT.
Repeatable: when checked, the field will have an icon next to it in the basic editor, allowing you to add multiples of that tag.
Mandatory: when checked, the record cannot be saved unless the field has a value. In the basic editor, a ‘Required’ flag will display as a prompt.
Important: when checked, the field will generate a warning if it is not filled, but unlike ‘Mandatory’, you will still be able to save your record nonetheless. In the basic editor, an ‘Important’ flag will display as a prompt.
Indicator default values: add default values for indicators here so that they will be pre-filled to save time when cataloging, but can still be edited if required.
Authorized value: define an authorized value pull down list for the catalogers
Warning
The authorized value option at field level does not work.
Click ‘Save changes’ to save any modification.
Editing a MARC subfield
To edit the subfields associated with the tag, click ‘Actions’ then ‘Edit subfields’ to the right of the tag on the framework field list. Each subfield has its own tab which contains three sections - Basic constraints, Advanced constraints and Other options.
For each subfield you can set the following basic constraint options
Subfield code: this is the MARC subfield code, this wouldn’t normally be changed.
Text for librarian: text that will show in the staff interface MARC view, and in the basic editor if the advancedMARCeditor system preference is set to display labels.
Note
If you use XSLT (see the XSLTDetailsDisplay system preference), the labels for the ‘Normal’ view are defined in the XSLT stylesheet.
This will not affect the ‘Normal’ view unless you don’t use XSLT.
Text for OPAC: text that will show on the MARC view in the OPAC.
Note
If left empty, the ‘Text for librarian’ is used instead
Note
If you use XSLT (see the OPACXSLTDetailsDisplay system preference), the labels for the ‘Normal’ view are defined in the XSLT stylesheet.
This will not affect the ‘Normal’ view unless you don’t use XSLT.
Repeatable: when checked, the field will have an icon next to it in the basic editor, allowing you to add multiples of this subfield.
Mandatory: when checked, the record cannot be saved unless the subfield has a value. In the basic editor, a ‘Required’ flag will display as a prompt.
Important: when checked, the field will generate a warning if it is not filled, but unlike ‘Mandatory’, you will still be able to save your record nonetheless. In the basic editor, an ‘Important’ flag will display as a prompt.
Managed in tab: defines the tab where the subfield is shown.
Important
All subfields of a given field must be in the same tab or ignored. Ignore means that the subfield is not managed.
Warning
When importing records, or editing existing records, subfields that are managed in tab ‘ignore’ will be deleted. If you still wish to keep the subfields, but hide them, use the ‘Visibility’ options below.
For each subfield you can set the following advanced constraint options
Default value: defines what you want to appear in the field by default, this will be editable, but it saves time if you use the same text over and over or the same value in a field often.
Note
There are several values that you can use here that will be replaced automatically when a new record is created:
<<MM>> - the current month, 2 digits
<<DD>> - the current day of month, 2 digits
<<YY>> - the current year, 2 digits
<<YYYY>> - the current year, 4 digits
<<USER>> - the username of the currently logged in user
For example: a default of “<<MM>>/<<DD>>/<<YYYY>>” (without quotes) will print the current date in the form of “01/21/2021”
Note
When those default values are filled depends on the ApplyFrameworkDefaults system preference.
Max length: enter a value here to limit the number of characters that can be entered in the subfield.
Visibility: allows you to select from where this subfield is visible or hidden. Check the boxes where you would like the field to show, and uncheck the boxes where you would like it hidden.
OPAC: when checked, this will make the subfield available for display in the OPAC. For non-XSLT views, the field will be displayed. For XSLT views, it will depend on the stylesheet.
Staff interface: when checked, this will make the subfield available for display in the staff interface. For non-XSLT views, the field will be displayed. For XSLT views, it will depend on the stylesheet.
Editor: when checked, this will make the subfield available for modification in the basic editor.
Collapsed: when checked, the subfield will be hidden in the basic editor, but will display when the field label is clicked to expand all subfields.
Flagged: when checked, the subfield will be unavailable and hidden from all views (equivalent to all boxes being unchecked).
Is a URL: if checked, it means that the subfield is a URL and can be clicked.
Link: if you enter an index name here, a link appears after the subfield in the MARC detail view in the staff interface. If the librarian clicks on the link, a catalog search is done using the index and the content of the subfield.
Koha link: this field is used to create a link between the MARC subfield and a column in the items, biblioitems, and biblio database tables. The mappings can be changed from the Koha to MARC mapping page.
For each subfield you can set the following Other option values
Authorized value: means the value must be chosen from a drop-down menu generated from the authorized value list.
In the example below, the LANG authorized value category has been set to 041$a.
This creates a drop-down menu in the basic editor.
Thesaurus: means that the value is linked to the authority catalog of the selected category. Authority categories are managed in the Authority types section.
Plugin: means the value is calculated or managed by a cataloguing plugin. Cataloguing plugins, or value builders, can do almost anything.
Examples:
For call numbers there is an option to add a call number browser next to the call number subfield so that you can identify which call numbers are in use and which are not. Simply choose the cn_browser.pl plugin. Learn more in the cataloging section of this manual.
If you’d like to let file uploads via cataloging you can choose the upload.pl plugin and this will allow you to upload files to Koha to link to your records.
In UNIMARC there are plugins for every 1xx fields that are coded fields. The plugin is a huge help for cataloger! There are also two plugins (unimarc_plugin_210c and unimarc_plugin_225a that can “magically” find the editor from an ISBN, and the collection list for the editor)
If you would like to enable an autocomplete search for publishers in 260b and 264b you can set the plugin to marc21_field_260b.pl. When you start typing in a publisher name you will be given search results based on publisher names already in the catalog.
To save your changes, click ‘Save changes’.
Tip
You can drag and drop the subfield tabs to change the order in which they appear when cataloging with the basic editor.
By default, they will appear in alphanumeric order (0-9, then a-z).
Adding fields to frameworks
If a framework doesn’t contain a field that you require, you may need to add it. To add a field to a framework click the ‘New tag’ button at the top of the framework definition.
This will open up a blank form for entering MARC field data
Enter the field number for your new tag. The process for entering the remainder of the settings for the new tag is the same as those found in the editing fields and subfields in frameworks section of this manual.
When you’re finished, click ‘Save changes’ and your new tag will be displayed in the framework field list.
You will need to add at least one subfield to your new tag before it will appear in your framework when you are cataloging.
Click on the ‘Actions’ button for your new tag and then ‘Edit subfields’. Click on the ‘New’ tab and enter your subfield code. The process for entering the remainder of the settings for the new subfield is the same as those found in the editing fields and subfields in frameworks section of this manual.
Importing and exporting frameworks
Next to each framework is a link to either import or export the framework.
Export framework
To export a framework, click the ‘Export’ option in the ‘Actions’ button to the right of the framework title.
When you click ‘Export’ you will be prompted to choose what format to export the file in.
A framework exported this way can be imported into any other Koha installation using the import framework option.
Import framework
An easy way to create a new framework is to import one created for your or another Koha installation. This framework would need to be exported from the other system using the instructions above to be available for import here.
To import a framework you first need to create a new framework. Once you have that framework, click ‘Actions’ then ‘Import’ to the right of the new framework.
You will be prompted to find a file on your computer to import into the framework.
You will be asked to confirm your actions before the file is imported.
As your file is uploaded, you will see a spinning icon to indicate that the system is working.
Once your import is complete you will be brought to the framework edit tool where you can make any changes you need to the framework you imported.
Koha to MARC mapping
While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database (mainly the items, biblioitems, and biblio tables). Koha to MARC mapping is used to tell Koha where to find these values in the MARC record. Whenever a record is added or changed, this mapping will be used to update the linked database column. The information from the database columns is used as a way to quickly look up important information without having to parse the full MARC record. It is used for displaying information in a lot of pages and can also be used in reports.
In many cases, you will not have to change the default values set at the time of the installation, but it is important to know that the tool is here and can be used at any time.
Warning
If you change mappings after data has been added to your catalog, ask your system administrator to run misc/batchRebuildBiblioTables.pl. This will update the values in the database columns for all your records.
Get there: More > Administration > Catalog > Koha to MARC mapping
Note
Only staff with the manage_marc_frameworks permission (or the superlibrarian permission) will have access to this section.
The table shows all the database fields that can be mapped to MARC fields.
To add a new mapping, click on the ‘Add’ button to the right of the appropriate field.
Write in the MARC field and subfield you would like to map, separated by a comma, to this Koha field (for example, “264,a”) and click the ‘OK’ button.
Note
It is possible to link more than one MARC field to a database field. For example, you could link both 260$a and 264$a to the biblioitems.place field.
If you would like to clear the mapping for a database field, click the ‘Remove’ button.
Note
All changes are immediate. Records created or edited after the change will immediately have the new mappings. However, if you want to update the mappings for records already in the catalog, ask your system administrator to run misc/batchRebuildBiblioTables.pl. This will update the values in the database columns for all your records.
MARC bibliographic framework test
The tool checks the MARC structure of bibliographic frameworks.
Get there: More > Administration > Catalog > MARC bibliographic framework test
Note
Only staff with the manage_marc_frameworks permission (or the superlibrarian permission) will have access to this section.
If you change your MARC bibliographic framework, it’s recommended that you run this tool to test for errors in your definition.
Classification sources
Source of classification or shelving scheme are mapped to field 952$2 and 942$2 in Koha’s MARC bibliographic frameworks and stored in the items.cn_source and biblioitems.cn_source fields in the database.
Get there: More > Administration > Catalog > Classification sources
Note
Only staff with the manage_classifications permission (or the superlibrarian permission) will have access to this section.
Commonly used classification sources are:
ddc - Dewey Decimal Classification
lcc - Library of Congress Classification
If you chose to install classification sources during Koha’s installation, you would see other values too:
ANSCR (sound recordings)
SuDOC classification
Universal Decimal Classification
Other/Generic Classification
Adding/editing classification sources
You can add your own source of classification by using the ‘New classification source’ button. To edit use the ‘Edit’ button.
When creating or editing:
Enter a code. The code is limited to 10 characters and must be unique.
Note
The code is not editable once it has been created.
Enter a description. The description is used in the drop-down lists in the cataloging module.
Check the ‘Source in use?’ checkbox if you want the value to appear in the drop-down list for this category.
Select the appropriate filing rule from the drop-down list.
Select the appropriate splitting rule from the drop-down list.
Classification filing rules
Filing rules determine the order in which items are placed on shelves. Filing rules normalize call numbers in order for Koha to be able to compare them and sort them in the right order.
For example, a Dewey call number such as ‘636.8/07 SHAW’ will become ‘636_800000000000000_07_SHAW’ in order to be sorted.
The sorted call number is saved in the items.cn_sort or biblioitems.cn_sort fields in the database
Values that are pre-configured in Koha are:
Dewey
LCC
Generic
Filing rules are mapped to Classification sources. You can setup new filing rules by using the ‘New filing rule’ button. To edit, use the ‘Edit’ button.
When creating or editing:
Enter a code. The code is limited to 10 characters and must be unique.
Note
The code is not editable once it has been created.
Enter a description. The description is used in the drop-down list when creating or editing a classification source.
Choose an appropriate filing routine - dewey, generic or lcc
The Dewey filing routine generates a sorted call number by following these rules:
Concatenates classification and item parts.
Converts to uppercase.
Removes any leading or trailing white spaces, and forward slashes (/)
Separates alphabetic prefix from the rest of the call number
Splits into tokens on white spaces and periods.
Leaves first digit group as is.
Converts second digit group to 15-digit long group, padded on right with zeroes.
Converts each whitespace to an underscore.
Removes any remaining non-alphabetical, non-numeric, non-underscore characters.
The generic filing routine generates a sorted call number by following these rules:
Concatenates classification and item parts.
Removes any leading or trailing white spaces.
Converts each whitespace to an underscore.
Converts to uppercase.
Removes non-alphabetical, non-numeric, non-underscore characters.
The LCC filing routine generates a sorted call number by following these rules:
Classification splitting rules
Splitting rules determine how call numbers are split when printed on a spine label.
Note
Splitting rules are only used if your label layout specifies to split call numbers.
For example, a Dewey call number such as ‘636.8/07 SHAW’ will become
636.807
SHAW
once printed on a spine label.
Values that are pre-configured in Koha are:
Dewey
LCC
Generic
Splitting rules are mapped to Classification sources. You can setup new splitting rules by using the ‘New splitting rule’ button. To edit, use the ‘Edit’ button.
When creating or editing:
Enter a code. The code is limited to 10 characters and must be unique.
Note
The code is not editable once it has been created.
Enter a description. The description is used in the drop-down list when creating or editing a classification source.
Choose an appropriate splitting routine - Dewey, Generic, LCC or RegEx
The Dewey splitting routine looks for the three digits and the decimal, puts it on one line with the other parts (Cutter, prefix, etc.) each on a separate line (generally split on spaces).
The Generic splitting routine splits on spaces.
The LCC splitting routine puts each component on a separate line.
The RegEx splitting routine allows you to create a custom splitting routine.
Some examples of RegEx splitting routines:
Split on spaces:
s/\s/\n/g
Split on equal signs (=):
s/(\s?=)/\n=/g
Split on forward slashes (/):
s/(\s?\/)/\n/g
Remove first split if call number starts with J or K:
s/^(J|K)\n/$1 /
Cut after 9 characters:
s/(^.{9})/$1\n/
It is possible to mix and match RegEx splitting routines by clicking the ‘New’ link just under the RegEx input box.
For example, if you want to cut after nine characters AND split on spaces, you can write both and the call number ‘971.42805092 C669r’ will be split
971.42805
092
C669r
Record matching rules
Record matching rules are used when importing MARC records into Koha.
Get there: More > Administration > Catalog > Record matching rules
Note
Only staff with the manage_matching_rules permission (or the superlibrarian permission) will have access to this section.
The rules that you set up here will be referenced with you Stage MARC records for import.
It is important to understand the difference between ‘Match points’ and ‘Match checks’ before adding new matching rules to Koha.
Match points are the criteria that you enter that must be met in order for an incoming record to match an existing MARC record in your catalog. You can have multiple match points on an import rule each with its own score. An incoming record will be compared against your existing records (‘one record at a time’) and given a score for each match point. When the total score of the match points matches or exceeds the threshold given for the matching rule, Koha assumes a good match and imports/overlays according your specifications in the import process. An area to watch out for here is the sum of the match points. Double check that the matches you want will add up to a successful match.
Example:
Threshold of 1000
Match point on 020$a 1000
Match point on 022$a 1000
Match point on 245$a 500
Match point on 100$a 100
In the example above, a match on either the 020$a or the 022$a will result in a successful match. A match on 245$a title and 100$a author (and not on 020$a or 022$a) will only add up to 600 and not be a match. And a match on 020$a and 245$a will result in 1500 and while this is a successful match, the extra 500 point for the 245$a title match are superfluous. The incoming record successfully matched on the 020$a without the need for the 245$a match. However, if you assigned a score of 500 to the 100$a Match Point, a match on 245$a title and 100$a author will be considered a successful match (total of 1000) even if the 020$a is not a match.
Match checks are not commonly used in import rules. However, they can serve a couple of purposes in matching records. First, match checks can be used as the matching criteria instead of the match points if your indexes are stale and out of date. The match checks go right for the data instead of relying on the data in the indexes. (If you fear your indexes are out of date, a rebuild of your indexes would be a great idea and solve that situation!) The other use for a match check is as a ‘double check’ or ‘veto’ of your matching rule. For example, if you have a matching rule as below:
Threshold of 1000
Match point on 020$a 1000
Match check on 245$a
Koha will first look at the 020$a tag/subfield to see if the incoming record matches an existing record. If it does, it will then move on to the Match Check and look directly at the 245$a value in the incoming data and compare it to the 245$a in the existing ‘matched’ record in your catalog. If the 245$a matches, Koha continues on as if a match was successful. If the 245$a does not match, then Koha concludes that the two records are not a match after all. The Match Checks can be a really useful tool in confirming true matches.
When looking to create matching rules for your authority records the following indexes will be of use:
Index name |
Matches MARC tag |
|---|---|
LC-cardnumber |
010$a |
Personal-name |
100$a |
Corporate-name-heading |
110$a |
Meeting-name |
111$a |
Title-uniform |
130$a |
Chronological-term |
148$a |
Subject-topical |
150$a |
Name-geographic |
151$a |
Term-genre-form |
155$a |
Table: Authority indexes
Adding matching rules
To create a new matching rule :
Click ‘New record matching rule’
Choose a unique name and enter it in the ‘Matching rule code’ field
‘Description’ can be anything you want to make it clear to you what rule you’re picking
‘Match threshold’ is the total number of ‘points’ a biblio must earn to be considered a ‘match’
‘Record type’ is the type of import this rule will be used for - either authority or bibliographic
Match points are set up to determine what fields to match on
‘Search index’ can be found by looking at the index configuration on your system. For Zebra you might find the right index names in your ccl.properties file. You can also find useful information in the Koha search indexes chapter of this manual.
‘Score’ - The number of ‘points’ a match on this field is worth. If the sum of each score is equal or greater than the match threshold, the incoming record is a match to the existing record.
Enter the MARC tag you want to match on in the ‘Tag’ field.
Enter the MARC tag subfield you want to match on in the ‘Subfields’ field. For matching on controlfields like 001 the subfields input field can be left empty.
‘Offset’ - For use with control fields, 001-009
‘Length’ - For use with control fields, 001-009
There are currently several options for ‘Normalization rules’:
None - no normalization rule will be applied
Remove spaces
Uppercase
Lowercase
Legacy default - this option was added to maintain the behavior form before the other normalization rules became available.
ISBN - using this option will improve matching on ISBN. If your incoming records ISBN fields contain extra text, like ‘9780670026623 (alk. paper)’, they will still match correctly.
‘Required match checks’ - While match points work on the search index, match checks work directly on the data and can be used as the matching criteria instead of the match points or in addition to them to confirm true matches.
Sample bibliographic record matching rule: Control number
Match threshold: 100
Record type: Bibliographic record
Note
In order to match on the 001 in authority records, you will need to create a second rule, repeating all of these values and change just the record type to ‘Authority record’.
Matchpoints (just the one):
Search index: control-number
Score: 100
Tag: 001
Note
In MARC21, this field is for the control number assigned by the organization creating, using, or distributing the record.
Subfields: empty
Offset: 0 or empty
Length: 0 or empty
Normalization rule: None
Required match checks: none (click ‘Remove this match check’)
Record sources
Version
This section was added to Koha in version 24.05.
Record sources are used to indicate where records come from and optionally prevent records from specific sources to be edited in Koha.
This is particularly useful in instances where records are catalogued in another system and pushed to Koha. Sometimes, in those cases, it’s best to edit the records in the source system rather than in Koha.
Note
Only staff with the manage_record_sources permission (or the superlibrarian permission) will have access to this section.
Adding a record source
To add a record source,
Click ‘New record source’
Fill out the form
Name: enter the name of the source
Can be edited: if this box is checked, records from this source will be editable in Koha. If it is not checked, only staff members with the edit_locked_records permission will be able to edit the records.
Click ‘Submit’
Editing a record source
To edit a record source, click the ‘Edit’ button next to the source.
Deleting a record source
To delete a record source, click the ‘Delete’ button next to the source and confirm.
Record overlay rules
Record overlay rules allow for defining rules for how incoming and original MARC records should be merged on a field tag and context basis when a MARC record is updated.
Note
Only staff with the manage_marc_overlay_rules permission (or the superlibrarian permission) will have access to this section.
Contexts
Let’s first focus on understanding the concept of contexts.
Contexts are defined by “module” and “filter” enabling separate rule sets for different contexts.
By setting different filter values for these modules, rules are applied only when the filter value matches for a particular module. A wildcard; “*”, can be used to match all possible filter values.
There are three different context modules:
- borrower
Allows for defining rules that will be applied if the currently logged in user’s borrower number matches the filter condition.
- categorycode
Allows for defining rules that will be applied if the currently logged in users’s category code matches the filter condition.
- source
Allows for defining rules that will be applied if the record is updated in a particular part of Koha. The following update methods are supported:
batchimport
z39.50
intranet
bulkmarcimport
import_lexile
batchmod
A context is really nothing but a module and filter combination. Every time a record is updated i Koha, a context is set an filter values populated with context dependent values.
Examples of two different contexts are saving record in the staff client or the currently logged in user having a particular borrower number, for example “12”.
These two contexts are define as:
Module: source, filter: intranet
Module: borrower, filter: 12
Only the rules of one context, that is a module and filter combination, are applied. If multiple contexts matches they are not merged together.
If we have the following rules:
Module: source, filter: *, tag: 650, preset: Protect
Module: source, filter: *, tag: 500, preset: Protect
Module: borrower, filter: 12, tag: *, preset: Overwrite
And the context of the update where the rules are applied is:
source => "intranet" (wildcard match)
borrower => 1 (no match)
Only the first two rules will be applied.
If instead the context of rule evaluation was:
source => "intranet" (wildcard match)
borrower => 12 (an exact match, which is considered more specific than a wildcard match)
Only the second rule would be applied, even though the first two rules also matches they will be discarded since the context match of that rule set is of lower specificity because of the wildcard.
Context specificity is ranked in the following way:
First all the rules are grouped into rule sets identified by a unique filter and module combination.
If one or more contexts have a non wildcard filter condition match, the rule set of the context with the module of highest specificity is selected. (The modules are listed in order of specificity above).
If no exact context match is found, but one or more wildcard matches are, the rule set of the context with the module of highest specificity is selected.
If no context matches the default behavior is to overwrite, the original record with the incoming record.
Rules
A rule consists of a three different parts:
- Context
A module and filter to match against as described above.
- Tag
A field tag expression for defining which tag(s) the rule should be applied on. Three different tag expressions are supported:
An exact tag, for example “650”.
A regular expression, for example “6..” matching all 6XX tags.
A wildcard, “*”, matching all tags
When rules for a specific context are evaluated, the most specific match is selected. The tag expressions above are listed in order of specificity.
- Actions
Each rule defines a set of actions to take depending on the type of update. There are four types of update events: Added, Appended, Removed and Deleted. For each event an action is specified, whether to perform the update, or to skip it.
By enabling/disabling updates for these different events 16 different update behaviors can be defined. There are presets available for the most common/useful combinations:
Preset |
Added |
Appended |
Removed |
Deleted |
|---|---|---|---|---|
Protect |
Skip |
Skip |
Skip |
Skip |
Overwrite |
Add |
Append |
Remove |
Delete |
Add new |
Add |
Skip |
Skip |
Skip |
Add and append |
Add |
Append |
Skip |
Skip |
Protect from deletion |
Add |
Append |
Remove |
Delete |
Protect
Added: Skip, Appended: Skip, Removed: Skip, Deleted: Skip
The “Protect” preset will prevent all updates on matching fields, protecting them from being overwritten.
Given this rule:
Module: source, filter: *, Tag: 650, Preset: Protect
And the following original and incoming records:
100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
The 650 field of the original record will retain its original value after the update (but since the default behavior if no rule matches is to overwrite, the 500 field will be added):
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
Overwrite
Added: Add, Appended: Append, Removed: Remove, Deleted: Delete
The “Overwrite” preset will allow all updates on matching fields.
Since the default behavior is to overwrite if no rule matches, adding a rule with the overwrite preset only makes sense if there is some other rule with a lower tag specificity with a different behavior, for example a wildcard tag rule.
So given these two rules:
Module: source, filter: *, Tag: *, Preset: Protect
Module: source, filter: *, Tag: 650, Preset: Overwrite
And the following original and incoming records:
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
Incoming record:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
All fields but 650 will be protected on the original record, and the resulting record will be:
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
Add new
Added: Add, Appended: Skip, Removed: Skip, Deleted: Skip
The “Add new” allow updates only if the incoming field is new, that is there exists no fields with this tag in the original record.
Given this rule:
Module: source, filter: *, Tag: 650, Preset: Add
And the following original and incoming records:
100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
The 650 in the incoming record will not overwrite the 650 field in the original record since the original record contains one or more 650 fields. The 500 field will be added since the default rule is to overwrite. The resulting record will be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
On the other hand, if the original record was:
100 1#$aTerrace, Vincent,$d1948-
The resulting record will be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
This is because there were no 650 fields in the original record, so adding new ones is permitted.
Add and append
Added: Add, Appended: Append, Removed: Skip, Deleted: Skip
In the “Add and append” preset, appending is also permitted, but not removing or deleting.
So if we have the following rule:
Module: source, filter: *, Tag: 650, Preset: Add and append
And the following original and incoming records:
100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
The resulting record will be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
Note that the “old” 650 field from the original record was not removed since we only allow adding or appending new values.
If we instead used the “Overwrite” preset the resulting record would instead be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
with the 650 field of the original record removed.
Protect from deletion
Added: Add, Appended: Append, Removed: Remove, Deleted: Skip
The preset “Protect from deletion” will allow all update operations except deletion. Deletion is defined as when there are no fields of the matching tag in the incoming record so that all of the fields with this tag would be removed on the original record.
So given the following rule:
Module: source, filter: *, Tag: 650, Preset: Protect from deletion
And the following original and incoming records:
100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
The resulting record will be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
On the other hand, if the incoming record was:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
In this case the deletion of 650 would not be permitted and the value of the field on the original record would be protected. The resulting record would instead be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
Custom presets
To work with custom presets, a more complete understanding of the update events is required:
- Added
For a matching rule with a tag, the action configured for the “Added” event is applied for new fields in the incoming record if the original record has no fields with that tag. If the action is “Add” they will be added to the original record, if “Skip” they will be thrown away.
- Appended
If the two record have common fields with the rule tag, that is one or more fields with identical subfield and identifier values, the action configured for the “Appended” event is applied for fields found in incoming record but not in original record. If the action is “Append” they will be added to the original record, if “Skip” they will be thrown away.
- Removed
If the two records have common fields with the rule tag, the action configured for the “Removed” action is applied for fields found in original record but not in incoming record. If the action is “Remove” they will removed from the original record, if “Skip” they will be kept.
- Deleted
If the original record have fields with the rule tag, but no fields with this tag is found in the incoming record, the action configured for the “Deleted” event is applied for the fields in the incoming record. If the action is “Delete” the fields will be removed from the original record, if “Skip” they will be kept.
OAI sets configuration
On this page you can create, modify and delete OAI-PMH sets
Note
Only staff with the manage_oai_sets permission (or the superlibrarian permission) will have access to this section.
Create a set
To create a set:
Click on the link ‘Add a new set’
Fill the mandatory fields ‘setSpec’ and ‘setName’
Then you can add descriptions for this set. To do this click on ‘Add description’ and fill the newly created text box. You can add as many descriptions as you want.
Click on ‘Save’ button’
Modify/delete a set
To modify a set, just click on the link ‘Modify’ on the same line of the set you want to modify. A form similar to set creation form will appear and allow you to modify the setSpec, setName and descriptions.
To delete a set, just click on the link ‘Delete’ on the same line of the set you want to delete.
Define mappings
Here you can define how a set will be build (what records will belong to this set) by defining mappings. Mappings are a list of conditions on record content.
Fill the fields ‘Field’, ‘Subfield’ and ‘Value’. For example if you want to include in this set all records that have a 999$9 equal to ‘XXX’. Fill ‘Field’ with 999, ‘Subfield’ with 9 and ‘Value’ with XXX.
If you want to add another condition, click on ‘Add’ button and repeat step 1. You can choose between ‘and’ or ‘or’ Boolean operators to link your conditions.
Click on ‘Save’
To delete a condition, just leave at least one of ‘Field’, ‘Subfield’ or ‘Value’ empty and click on ‘Save’.
Note
Actually, a condition is true if value in the corresponding subfield is strictly equal to what is defined if ‘Value’. A record having 999$9 = ‘XXX YYY’ will not belong to a set where condition is 999$9 = ‘XXX’.
And it is case sensitive : a record having 999$9 = ‘xxx’ will not belong to a set where condition is 999$9 = ‘XXX’.
Build sets
Once you have configured all your sets, you have to build the sets. This is done by calling the script misc/migration_tools/build_oai_sets.pl.
Item search fields
From here you can add custom search fields to the item search option in the staff client.
Note
Only staff with the manage_item_search_fields permission (or the superlibrarian permission) will have access to this section.
To add a new search term simply click the ‘New search field’ button
Name is a field for you to identify the search term
Label is what will appear on the item search page
MARC field allows you to pick which field you’d like to search in
MARC subfield is the subfield you’d like to search in
Authorized values category can be used to turn this search field in to a pull down instead of a free text field
Once your new field is added it will be visible at the top of this page and on the item search page
Search filters
Search filters are custom searches or filters that can be applied to search results.
This functionality is enabled on using the SavedSearchFilters system preference.
Note
This section will only be visible if the SavedSearchFilters system preference is enabled.
Note
Only staff with the manage_search_filters permission (or the superlibrarian permission) will have access to this section.
Search filters are added by searching the catalog through the staff interface.
This page is used to manage existing search filters.
You can make changes to each search filter by clicking on the action buttons on the right.
Edit filter: change the name of the filter, and its availability in the OPAC or staff interface
Edit search: clicking this button will bring you to the advanced search form, with the filter already applied. You can change the search parameters, and click ‘Save filter’ at the top of the page.
Delete: clicking this button will delete the filter.
Warning
There is no confirmation when deleting a search filter. Once you click ‘Delete’, the filter will be deleted immediately.
Note
Search filters can be used as pre-defined search URLs that you can use on your website or in HTML customizations.
Search filters are available through relatively short links.
<OPACBaseURL>/cgi-bin/koha/opac-search.pl?limit=search_filter:<Id of filter>
Use this URL anywhere to link directly to the search.
Search engine configuration
Once you have switched to Elasticsearch in your SearchEngine system preference, you’ll see a new link for Search engine configuration in the Catalog section of Administration. Here you will manage indexes, facets, and their mappings to MARC fields and subfields.
Note
Only staff with the manage_search_engine_config permission (or the superlibrarian permission) will have access to this section.
The page is separated in three tabs: search fields, bibliographic records, and authority records.
Important
If you change anything in this page, you need to completely reindex your records, otherwise, only records added or edited after the change will be affected.
Danger
Any change done through the interface will be lost if you click on
‘Reset mappings’ or if the rebuild command is run with the --reset
or -r parameter. The ‘Reset mappings’ button and the --reset
parameter reset the settings to the defaults.
Search fields
The search fields tab in the search engine configuration page show all the search fields used by Elasticsearch in Koha.
The table shows:
Name: the name of the search field, as defined in the mappings file.
Aliases: some fields have aliases, for example, “author” can also be “au”. These are hardcoded and cannot be changed.
Label: some fields have labels that are different from their name. These are used as the facet header when the field is used as a facet.
Type: the type influences how the data is stored and how it is searched.
Boolean: a 0 / 1 (no / yes) value.
Call Number: a call number influenced by the classification source.
Date: a date stored in ISO format.
Geo point: a geographic latitude and longitude value.
Version
The Geo point type was added to Koha in version 24.05.
ISBN: ISBN standard number.
Number: a number.
Std. Number: a number.
String: a simple string of characters.
Sum: a sum of values.
Year: a four-digit year number.
Weight: a positive numerical value assigned to that search field to make it more “important” in a simple search. The higher the value, the more “important” this field is in the relevancy sorting.
Note
Weighted search only works for bibliographic search, not authority search. It also only works for the simple search, unless the ‘Apply field weights to search’ option in the advanced search is selected.
Searchable: whether this field is used in the staff interface or the OPAC.
Adding search fields
Version
The possibility of adding search fields was added to Koha in version 24.05.
It is possible to add search fields from this table. Add the search field information in the last row of the table, and click the ‘Add’ button at the end of the row.
Deleting search fields
Version
The possibility of deleting added search fields was added to Koha in version 24.05.
It is possible to delete search fields that were added manually. The default search fields cannot be deleted because they are necessary for Koha to work properly.
To delete a search field, click the ‘Delete’ button at the end of the row.
Bibliographic records
The bibliographic records tab in the search engine configuration page shows the MARC mappings for each search field used by Elasticsearch in Koha.
Note
The default mappings are described in the Elasticsearch indexes section of the Searching chapter.
The table shows:
Search field: the corresponding search field (as defined in the search fields tab). Search fields can be repeated to include several MARC fields.
Sortable: indicates whether this mapping should be used in the sorting for this search field. For example, in MARC21, the title index has several different title fields, but only the 245 field is used for sorting.
Facetable: indicates whether this mapping can be used in the facets.
Version
Facet configuration was added to Koha in version 24.05.
Suggestible: indicates whether this mapping is used in the browse search.
Searchable: indicates whether this mapping is used for searching.
Filter: the type influences the way values are indexed.
Punctuation: removes punctuation.
None: values are indexed as they are.
Version
Filters were added to Koha in version 23.11.
Mapping: indicates the MARC field mapped to that search field.
Note
Mappings can include whole fields or only specific subfields. In the case of subfields, they can be indexed individually or as a single value.
For example:
520will index all the contents of the 520 field. Each subfield in the field will be indexed individually.100awill index only the contents of 100$a.020azwill index only the contents of subfields $a and $z of field 020. They will be indexed individually.245(abp)will index only the contents of subfields $a, $b and $p of field 245. They will be indexed as one entry.
For fixed-length fields, the syntax is as follows :
leader_/6will index position 6 of the leader (000).007_/0will index position 0 of field 007.008_/39will index position 39 of field 008.008_/15-17will index positions 15 to 17 of field 008, as one entity.
Adding mappings
To add a mapping, add the information in the last row of the table and click the ‘Add’ button at the end of the row.
Important
Remember that if you change anything in this page, you need to completely reindex your records, otherwise, only records added or edited after the change will be affected.
Danger
Any change done through the interface will be lost if you click on
‘Reset mappings’ or if the rebuild command is run with the --reset
or -r parameter. The ‘Reset mappings’ button and the --reset
parameter reset the settings to the defaults.
Deleting mappings
To delete a mapping, click the ‘Delete’ button at the end of the row.
Some mappings are necessary for Koha to function properly and cannot be deleted.
Important
Remember that if you change anything in this page, you need to completely reindex your records, otherwise, only records added or edited after the change will be affected.
Danger
Any change done through the interface will be lost if you click on
‘Reset mappings’ or if the rebuild command is run with the --reset
or -r parameter. The ‘Reset mappings’ button and the --reset
parameter reset the settings to the defaults.
Facet order
This section allows you to customize the facets, as displayed in the search results in the OPAC and staff interface.
Search field: the corresponding search field (as defined in the search fields tab).
Label: the search field’s label (as defined in the search fields tab).
Version
This column was added to Koha in version 23.11.
Authorized value category: for some facets, it is possible to define an authorized value category that will manage the text displayed for the facet items. Some facets have hardcoded authorized value categories, such as LOC for location and CCODE for collections.
Version
This option was added to Koha in version 23.11.
To reorder the facets, simply drag and drop the row where you want it.
To rename facets, you need to change the label in the search fields tab.
To delete a facet, click the ‘Delete’ button.
Attention
In Koha versions 23.11 and earlier, it is not possible to delete facets. But it is possible to uncheck the ‘Display’ checkbox to hide them from the search results.
To add a new facet,
first, add the search field,
then add mappings to that search field, making sure to set ‘Facetable’ to ‘Yes’,
finally, add the facet in the facet order table, using the last row to enter the values, and click the ‘Add’ button at the end of the row.
Version
The option to add facets was added to Koha in version 24.05.
Acquisitions
The Koha Acquisitions module provides a way for the library to record orders placed with vendors and manage purchase budgets.
Before using the Acquisitions Module, you will want to make sure that you have completed all of the set up.
Get there: More > Administration > Acquisitions
Currencies and exchange rates
If you place orders from more than one country you will want to input currency exchange rates so that your acquisitions module will properly calculate totals.
Note
Only staff with the currencies_manage permission (or the superlibrarian permission) will have access to this section.
Get there: More > Administration > Acquisitions > Currencies and exchange rates
Note
You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: currency).
Currency: this is the code for the currency. For default currencies, the ISO code is used as currency code (for example ‘USD’ for the US dollar). The ISO code will be used when importing MARC files via the staging tools. The tool will attempt to find and use the price of the currently active currency.
Rate: the rate will be used to calculate the price in the active currency.
Note
This data is not automatically updated, so be sure to keep it up to date so that your accounting is kept correct.
Symbol: this is the symbol for the currency (for example, $ for USD, or € for EUR).
Last updated: this is the date when the currency was last updated in Koha.
Active: the active currency is the main currency you use in your library. The active currency will have a check mark in the ‘Active’ column. If you don’t have an active currency you will see an error message telling you to choose an active currency.
The active currency must have a rate of 1. There can only be one active currency.
Archived: archived currencies will have ‘Yes’ in this column. Archived currencies cannot be used in the acquisitions module.
Note
It is currently not possible to manually archive currencies. Currencies will be archived if Koha is updated and a currency that was used previously in the acquisitions module was deleted.
Actions: use the buttons to edit or delete currencies.
Note
If a currency was used at least once, it will not be possible to delete it.
Adding a new currency
If a currency that you use is not already in your system, you can create it.
Click ‘New currency’.
Fill out the form.
Currency: enter a code for the currency, this can be the ISO code, or another code. This is what will be displayed in the acquisitions module.
Note
If you decide to use a custom code here, make sure to fill out the ISO code with the correct code for the currency. This will ensure that prices are calculated according to the rate.
Note
This field is limited to 10 characters.
Rate: enter the rate of this currency relative to your active currency.
Symbol: enter the symbol for the currency (for example, $ for USD, or € for EUR).
ISO code: enter the ISO code for the currency (for example ‘USD’ for the US dollar). This field is optional. If this field is empty, Koha will use the currency code (above) as the ISO code for price calculations.
Last updated: this will be filled automatically with today’s date, it is not possible to manually change this date.
Space separation between symbol and value: if checked, Koha will display the price with a space before the currency symbol (for example, 10.99 $ rather than 10.99$).
Active: check this box if this currency is the default currency used in the acquisitions module. Note that there can only be one active currency and that the active currency’s rate must be 1.
Click ‘Submit’.
Editing a currency
If you often order from other countries, it will be necessary to update the exchange rate regularly in order to calculate the prices precisely.
To edit an existing currency,
Click the ‘Edit’ button to the right of the currency in the currencies table.
Change the rate, or other value.
Note
Note that the currency code and the last updated date cannot be edited.
Click ‘Submit’.
Deleting a currency
If there are currencies that you never use, it is possible to delete them.
From the currencies table, click the ‘Delete’ button to the right of the currency.
Warning
Currencies that have been used at least once in the acquisitions module cannot be deleted.
Budgets
Budgets are used for tracking accounting values related to acquisitions. For example you could create a budget for the current year (ex. 2015) and then break that into funds for different areas of the library (ex. Books, Audio, etc).
Get there: More > Administration > Acquisitions > Budgets
Note
Staff members must have the period_manage permission (or the superlibrarian permission) in order to access the budgets administration page.
It is recommended to minimally give the following permissions to staff members who need to manage budgets, since these are interdependent:
When visiting the main budget administration you will see two tabs, one for active and one for inactive budgets.
Adding budgets
Budgets can either be created from scratch or by duplicating the previous year’s budget.
Note
Staff members must have the period_manage permission (or the superlibrarian permission) in order to create new budgets or duplicate existing budgets.
Adding a new budget
If you haven’t used Koha before for acquisitions, you’ll need to start fresh with a new budget.
To add a new budget,
Click the ‘New budget’ button.
Fill out the form:
Start date (mandatory): choose the starting date for the time period this budget is for. This can be the start of the calendar year, fiscal year, academic year, quarter, etc.
End date (mandatory): choose the ending date for the time period this budget is for.
Description (mandatory): enter a description for this budget. The description should be something that will help you identify the budget when ordering.
Total amount: enter the amount for the budget. Do not use any symbols, simply enter the amount of the budget with numbers and decimals.
Make budget active: marking a budget as active makes it usable when placing orders in the acquisitions module, even if the order is placed after the budget end date. This will allow you to record orders that were placed in a previous budget period.
Lock budget: locking a budget means that you will not be able to add funds or add sub funds to this budget, and you will not be able to plan spending. Lock the budget once it is set as you wish.
Click ‘Save’.
You will be brought back to the list of existing budgets.
Proceed to add funds to the budget.
Duplicating a budget
At the end of the year, or the end of your budget period, you can duplicate the current budget. This will also duplicate all funds, so you don’t have to start from scratch each year or period.
To duplicate a budget,
From the list of budgets, click the ‘Actions’ button on the right.
Choose ‘Duplicate’.
Alternatively,
From the list of budgets, click on the budget name.
On the screen listing the budget breakdown, click the ‘Edit’ button at the top and choose to ‘Duplicate budget’.
In both cases, you will be presented with a form to duplicate the budget.
Start date (mandatory): choose the starting date for the time period this new budget is for.
End date (mandatory): choose the ending date for the time period this budget is for.
Description (mandatory): enter a description for this new budget.
Change amounts by: by default, the total amount from the duplicated budget and the original amounts for each fund will be used. However, if needed, you can indicate to change the amounts by a percentage, that can be positive or negative. For example, if your new budget was increased by 2%, enter 2. Inversely, if your new budget was decreased by 2%, enter -2.
If amounts changed, round to a multiple of: if you entered a value in ‘Change amounts by’, Koha will calculate the amounts automatically. You can force it to round down the amounts. For example, entering ‘100’, will round down the amounts to the hundreds (5542 will become 5500).
Mark the original budget as inactive: check this box if the original budget should no longer be used, effective immediately. You can always edit the budget later to make it inactive.
Set all funds to zero: check this box if you wish the new budget to contain all the same fund structures as the previous budget but no allocations until you manually enter an amount in the fund.
This will not only duplicate the budget, but all of the funds associated with that budget so that you can reuse budgets and funds from year to year.
When the time comes, you can close the previous budget to move unreceived orders, and, if desired, unspent funds to the new budget.
Editing a budget
Note
Staff members must have the period_manage permission (or the superlibrarian permission) in order to edit existing budgets.
You can edit existing budgets to make them inactive or lock them to prevent fund changes, for example.
To edit a budget,
From the list of budgets, click the ‘Actions’ button on the right.
Choose ‘Edit’.
Alternatively,
From the list of budgets, click on the budget name.
On the screen listing the budget breakdown, click the ‘Edit’ button at the top and choose to ‘Edit budget’
In both cases, you will be presented with a form to duplicate the budget.
Make your changes (see the field descriptions above).
Click ‘Save’.
Closing a budget
Close a budget to move or roll over unreceived orders and if desired unspent funds from a previous budget to a new budget. Before closing your budget you might want to duplicate the previous year’s budget so that you have somewhere for the unreceived orders to roll to.
Note
Staff members must have the period_manage permission (or the superlibrarian permission) in order to close existing budgets.
To close a budget,
From the list of budgets, click the ‘Actions’ button on the right.
Choose ‘Close’
Note
Budgets without unreceived orders cannot be closed.
Fill out the form.
Select a budget: choose the new budget for the unreceived orders from the dropdown.
Note
In order for the unreceived orders to be automatically moved to the new budget, the fund structures in the previous budget must exist in the new budget.
Move remaining unspent funds: check this box to move the unspent amounts from the funds of the budget being closed to the selected budget.
Click the ‘Move unreceived orders’ button.
You will be presented with a dialog box that says ‘You have chosen to move all unreceived orders from ‘Budget X’ to ‘Budget Y’. This action cannot be reversed. Do you wish to continue?’ Budget X is the budget to be closed and Budget Y is the selected budget.
If everything seems correct click ‘OK’ and the unreceived orders and, if selected, unspent funds will be moved.
Wait until the ‘Report after moving unreceived orders from budget X to Y’ displays. This will list the order numbers which have been impacted (grouped by fund) and detail if the unreceived order was moved or if there was a problem. For example, if the new budget does not contain a fund with the same name as the previous budget, the order will not be moved.
Deleting a budget
In order to delete a budget, it must not have funds. Start by deleting the funds.
Warning
This cannot be undone. Make sure you are certain this budget needs to be deleted. You can make it inactive or close it, instead.
To delete a budget,
From the list of budgets, click the ‘Actions’ button on the right.
Choose ‘Delete’.
Click ‘Yes, delete’.
Funds
Funds are divisions of a budget. For example you could have a budget for the current year (ex. 2015) and then break that into funds for different areas of the library (ex. Books, Audio, etc).
Get there: More > Administration > Acquisitions > Funds
Adding a fund to a budget
A fund is added to a budget. Make sure to add a budget before adding funds.
Note
If a budget is locked, it will not be possible to add funds.
To add a new fund,
From the list of budgets, click the ‘Actions’ button on the right.
Choose ‘Add fund’.
Alternatively,
From the list of budgets, click on the budget name.
On the screen listing the budget breakdown, click the ‘New’ button at the top and choose the ‘New fund for…’ option.
In both cases, you will be presented with a form to create the new fund.
Fund code (mandatory): enter a unique identifier for your fund.
Fund name (mandatory): enter a name for the fund. This should be something that staff will understand, as this is what will be displayed when ordering.
Amount (mandatory): enter the amount with only numbers and decimals, no other characters.
Warning at (%): enter a percentage value to have Koha warn you when you have spent this percentage of the fund, to prevent overspending. For example, if you enter 90%, Koha will warn you for each order after 90% of the fund is spent.
Warning at (amount): same as above but for a specific amount of money spent. For example, if you enter 5000, Koha will warn you for each order after 5000 is spent in the fund.
Owner: you can choose to assign this fund to a staff member.
Click ‘Select owner’.
Search for the staff member in the patron search form.
Note
Only staff with the budget_modify permission (or the superlibrarian permission) are returned in the search results.
Click ‘Select’ to the right of the staff member’s result.
Note
A fund can only have one owner.
Note
In order to limit the use of this fund to the owner, you must choose either ‘Owner’, ‘Owner and users’ or ‘Owner, users and library’ in the ‘Restrict access to’ field below. Otherwise, adding users will not have any restricting effect.
Note
Staff members with the order_manage_all permission (or the superlibrarian permission) will be able to use funds regardless of restrictions.
Make sure your staff doesn’t have that permission if you want to restrict access to funds.
Users: you can also add users who will be able to spend in that fund.
Note
In order to limit the use of this fund to the users, you must choose either ‘Owner and users’ or ‘Owner, users and library’ in the ‘Restrict access to’ field below. Otherwise, adding users will not have any restricting effect.
Note
Staff members with the order_manage_all permission (or the superlibrarian permission) will be able to use funds regardless of restrictions.
Make sure your staff doesn’t have that permission if you want to restrict access to funds.
Click ‘Add users’
Search for the staff member in the patron search form.
Note
Only staff with the budget_modify permission (or the superlibrarian permission) are returned in the search results.
Click ‘Add’ to the right of the staff member’s result.
Note
You can add as many users as you need.
Click ‘Close’ once all the users have been added.
Library: If this fund is for a specific library, choose it here.
Note
In order to limit the use of this fund to the library, you must choose ‘Owner, users and library’ in the ‘Restrict access to’ field below. Otherwise, choosing a library will not have any restricting effect.
Note
Staff members with the order_manage_all permission (or the superlibrarian permission) will be able to use funds regardless of restrictions.
Make sure your staff doesn’t have that permission if you want to restrict access to funds.
Restrict access to: you can restrict who can order from this fund by choosing either the ‘owner’, ‘owner and users’ or ‘owner, users and library’.
Warning
Without an owner, the access restriction will be ignored, be sure to enter an owner as well as choose a restriction.
Note
Staff members with the order_manage_all permission (or the superlibrarian permission) will be able to use funds regardless of restrictions.
Make sure your staff doesn’t have that permission if you want to restrict access to funds.
Notes: any descriptive notes about this fund.
Note
Notes will only appear on this screen (when editing the fund).
Statistic 1 done on: this is used for statistical purposes. Choose an authorized value category from which to choose values when placing orders using this fund. You will then be able to plan spending and report on spending according to those categories. The default authorized value category Asort1 is created specifically for this purpose, but you can use any authorized value category in this field (CCODE for example to plan spending according to collections).
Statistic 2 done on: same as above, for a second statistical category. The default authorized value category Asort2 is created specifically for this purpose, but you can use any authorized value category.
Note
To learn more about planning categories, check out the Planning category FAQ.
Click ‘Submit’.
You will be brought to a list of all of the funds for the budget.
The monetary columns in the fund table break down as follows:
Base-level allocated is the ‘Amount’ value you defined when creating the fund
Base-level ordered is the ordered amount for this fund (without child funds)
Total ordered is the base-level ordered for this fund and all its child funds
Base-level spent is the spent amount for this fund (without child funds)
Total spent is the base-level spent for this fund and all its child funds
Base-level available is 1 - 2
Total available is 1 - 3
To the right of each fund you will find the ‘Actions’ button under which you will find the ‘Edit,’ ‘Delete,’ and ‘Add sub fund’ options.
Adding a sub fund
A sub fund is a more granular division of the fund. An example would be to have a fund for ‘Fiction’ and under that have a fund for ‘New releases’ and a fund for ‘Science Fiction.’ It is an optional way to further organize your finances.
Note
If a budget is locked, it will not be possible to add sub funds.
To add a sub fund to a fund,
From the list of all funds, or from the list of funds of a specific budget, click the ‘Actions’ button on the right.
Choose ‘Add sub fund’.
Fill out the new sub fund form. Fields are the same as for adding a new fund. The only difference is that the form will state the ‘parent’ fund.
Click ‘Submit’.
Funds with sub funds will show with a small arrow to the left. Clicking that will show you the sub funds.
Deleting funds
It is possible to delete funds, if necessary.
Warning
Deleting a fund in which there are orders will delete those orders. Only delete funds if you are certain it needs to be deleted. It is not possible to undo this.
To delete a fund,
From the list of all funds, or from the list of funds of a specific budget, click the ‘Actions’ button on the right.
Choose ‘Delete’.
Click ‘Yes, delete this fund’ in the warning message.
Budget planning
Note
Staff members must have the planning_manage permission, the budget_manage permission, and the period_manage permission (or the superlibrarian permission) in order to access budget planning.
When viewing the list of funds click the ‘Planning’ button and choose how you would like to plan to spend your budget.
If you choose ‘Plan by months’ you will see the budgeted amount broken down by months.
On the left are filters that can be used to limit what is shown in the table.
Select planning type: choose to plan by months, libraries, itemtypes, or any authorized value category used as statistic 1 or 2 in the funds.
Show my funds only: this will filter out funds of which you are not the owner.
Show active funds only: this will filter out funds that have not been used (no ordered amount).
Show actual/estimated values: this will alter the table to show the ordered amounts as well.
To hide some of the columns, uncheck the boxes at the top of the table.
From here, you can plan your budget spending by manually entering values or by clicking the ‘Auto-fill row’ button. If you choose to auto-fill the form the system will try to divide the amount accordingly, you may have to make some edits to split things more accurately.
Once your changes are made, click the ‘Save’ button.
Note
If a budget is locked, it will not be possible to edit the values.
To export your data as a CSV file, enter a file name in the ‘Output to a file named’ field, in the ‘Export’ section on the left, and click the ‘Submit’ button.
EDI accounts
From here you can set up the information needed to connect to your acquisitions vendors.
Note
This section will only appear if the EDIFACT system preference is enabled.
Note
Only staff with the edi_manage permission (or the superlibrarian permission) will have access to this section.
Note
Before you begin you will need at least one vendor set up in acquisitions.
To add account information click the ‘New account’ button.
Enter your vendor’s information in the form.
See the EDI questions for vendors section of the acquisitions module chapter for a description of each field.
Each vendor will have one account.
Library EANs
A library EAN is the identifier the vendor gives the library to send back to them so they know which account to use when billing. One EDI account can have multiple EANs.
Note
This section will only appear if the EDIFACT system preference is enabled.
Note
Only staff with the edi_manage permission (or the superlibrarian permission) will have access to this section.
To add an EAN click the ‘New EAN’ button.
In the form that appears enter the information provided by your vendor.
See the EDI questions for vendors section of the acquisitions module chapter for a description of each field.
Additional parameters
Get there: More > Administration > Additional parameters
Identity providers
This section is used to define and manage external identity providers for Koha users. This is used when your users come from an external source, such as student management system, active directory, or other similar databases.
Get there: More > Administration > Additional parameters > Identity providers
Note
Only staff with the manage_identity_providers permission (or the superlibrarian permission) will have access to this section.
Adding an identity provider
To add an identity provider, click the ‘New identity provider’ button.
Basic configuration
Code: enter a code for this provider.
Note
The code for the identity provider is limited to 20 characters and can only be composed of letters, numbers, and underscore (_).
Description: enter a name for this provider. This is what you will see in the interface.
Protocol: choose which protocol this identity provider uses.
OAuth
OIDC
Advanced configuration
Configuration: Use this field to enter the configuration specific to the protocol chosen above.
You can click on the ‘Add default OAuth configuration’ button or the ‘Add default OIDC configuration’ button to prefill the field with some default values, which you can change for your own values.
The default OAuth configuration is:
{ "key": "<enter client id>", "secret": "<enter client secret>", "authorize_url": "<enter authorization endpoint>", "token_url": "<enter token endpoint>", "userinfo_url": "<enter user info endpoint (optional)>", "scope": "email" }
The default OIDC configuration is:
{ "key": "<enter client id>", "secret": "<enter client secret>", "well_known_url": "<enter openid configuration endpoint>", "scope": "openid email" }
Mapping: Use this field to define the field mappings from the external database to the Koha borrower fields.
The key is the Koha field from the borrowers table, and the value is the external field.
Note
You can find all fields of the borrowers table in the database schema [https://schema.koha-community.org/].
You can click on the ‘Add default OAuth mapping’ button or the ‘Add default OIDC mapping’ button to prefill the field with some default values, which you can change for your own values.
Both the default OAuth mapping and default OIDC mapping are:
{ "email": "email", "firstname": "given_name", "surname": "family_name" }
If the external fields are nested, you can use periods to separate the levels.
For example, if the firstname is nested like so:
<user> <given_name>First name</given_name> <family_name>Family name</family_name> <email>Email address</email> </user>
Use:
"firstname": "user.0.given_name"
This will fetch the “given_name” field in the first “user” field (0 = first).
Important
If you plan on using the auto register function (see below), make sure either “userid” or “cardnumber” are present in the mappings.
Important
Make sure the field for the matchpoint (see below) is included in the mappings.
Matchpoint: choose which field is used to match incoming users to existing users.
Note
The field chosen here must be included in the mappings (see above).
Icon URL: if you want an icon to show on the login screen for this provider, enter the URL to the image file here.
Domain configuration
Note
Enter at least one domain for this provider. Once it is saved, you will be able to add more domains to this provider.
Domain: enter the email domain for incoming users.
Note
Enter an asterisk (*) to include all domains.
Default library: if auto register is enabled, choose at which library new users will be registered.
Default category: if auto register is enabled, choose which patron category will be assigned to new users.
Allow OPAC: choose if patrons of this domain can log into the OPAC with their credentials from this identity provider.
Allow staff: chose if staff members of this domain can log into the staff interface with their credentials from this identity provider.
Auto register: choose whether or not a new patron account is created in Koha when a user from this domain logs in for the first time with their credentials from this identity provider.
Note
If auto register is enabled, make sure the “userid” or “cardnumber” fields are included in the mappings (see above).
Also make sure the default library and default category are set correctly for new patrons. These will be assigned to the new patrons.
Update on login: choose whether or not the patron account in Koha is updated with the external information when a user from this domain logs in with their credentials from this identity provider.
Warning
Information may be lost if you change it directly in Koha.
Once the form is completed, click ‘Submit’ to save the new identity provider.
You will need to restart Koha once the identity provider is added.
Adding an email domain to an existing identity provider
You will need to add at least one email domain when creating a new identity provider. You can add more by clicking the ‘Manage domains’ button to the right of the identity provider from the main identity providers page, and clicking ‘New email domain’.
Domain: enter the email domain for incoming users.
Note
Enter an asterisk (*) to include all domains.
Update on login: choose whether or not the patron account in Koha is updated with the external information when a user from this domain logs in with their credentials from this identity provider.
Warning
Information may be lost if you change it directly in Koha.
Auto register: choose whether or not a new patron account is created in Koha when a user from this domain logs in for the first time with their credentials from this identity provider.
Note
If auto register is enabled, make sure the “userid” or “cardnumber” fields are included in the mappings of the identity provider.
Also make sure the default library and default category are set correctly for new patrons. These will be assigned to the new patrons.
Default library: if auto register is enabled, choose at which library new users will be registered.
Default category: if auto register is enabled, choose which patron category will be assigned to new users.
Allow OPAC: choose if patrons of this domain can log into the OPAC with their credentials from this identity provider.
Allow staff: chose if staff members of this domain can log into the staff interface with their credentials from this identity provider.
Once the form is completed, click ‘Submit’ to save the new email domain.
Z39.50/SRU servers
Z39.50 is a client/server protocol for searching and retrieving information from remote computer databases. In short, it’s a tool used for copy cataloging.
SRU (Search/Retrieve via URL) is a standard XML-based protocol for search queries, utilizing CQL (Contextual Query Language), a standard syntax for representing queries.
Using Koha you can connect to any Z39.50 or SRU target that is publicly available or that you have the log in information to and copy bibliographic or authority records from that source.
Get there: More > Administration > Additional parameters > Z39.50/SRU servers
Note
Only staff with the manage_search_targets permission (or the superlibrarian permission) will have access to this section.
Koha comes with a default list of Z39.50/SRU targets set up that you can add to, edit or delete.
Adding a Z39.50 target
To find additional Z39.50 targets, you can use IndexData’s IRSpy: http://irspy.indexdata.com [http://irspy.indexdata.com/] or the Library of Congress’s list of targets http://www.loc.gov/z3950/. You can also contact individual libraries and ask for their Z39.50 information.
From the main Z39.50 page, click ‘New Z39.50 server’.
Server name: enter a name that will help you identify the source (such as the library name). It will be saved in capital letters.
Hostname: enter the address to the Z39.50 target.
Port: enter the port number to listen on to get results from this target.
Database: enter the name of the database.
Userid: some servers might be password protected. If that is the case for the server you are trying to add, enter your user ID for that source.
Password: if the server is password protected, enter your password for that source.
Preselected: check this box if you want this target to always be selected by default.
Rank: enter a number representing where in the list you’d like this target to appear. 0 is the top position, then 1, 2, etc.
If this is left blank the targets will be in alphabetical order.
Attributes: enter PQF attributes to be added to all queries.
Syntax: choose the MARC flavor used by this target.
Encoding: choose the character encoding used by this target.
Note
If you notice special characters don’t appear correctly when you import records through Z39.50, it means the encoding is wrong. Change it to another and try importing again.
Timeout: enter a number of seconds after which to stop trying to search the target if results aren’t found in a reasonable amount of time. It is helpful for targets that take a long while.
Record type: choose if this is a bibliographic or an authority target.
XSLT file(s) for transforming results: enter one or more (comma-separated) XSLT file names that you want to apply on the search results.
When retrieving records from external targets you may wish to automate some changes to those records. XSLT’s allow you to do this. Koha ships with some sample XSLT files in the /koha-tmpl/intranet-tmpl/prog/en/xslt/ directory ready for use:
Del952.xsl: Remove Koha items (field 952) (MARC21)
Del995.xsl: Remove Koha items (field 995) (UNIMARC)
Del9LinksExcept952.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 952$9 (itemnumber) (MARC21)
Del9LinksExcept995.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 995$9 (itemnumber) (UNIMARC)
Click ‘Save’.
Suggested bibliographic Z39.50 targets
Koha libraries with open Z39.50 targets can share and find connection information on the Koha wiki: http://wiki.koha-community.org/wiki/Koha_Open_Z39.50_Sources. You can also find open Z39.50 targets by visiting IRSpy: http://irspy.indexdata.com.
The following targets have been used successfully by other Koha libraries:
ACCESS PENNSYLVANIA 205.247.101.11:210 INNOPAC
CUYAHOGA COUNTY PUBLIC webcat.cuyahoga.lib.oh.us:210 INNOPAC
GREATER SUDBURY PUBLIC 216.223.90.51:210 INNOPAC
HALIFAX PUBLIC catalog.halifaxpubliclibraries.ca:210 horizon
HALTON HILLS PUBLIC cat.hhpl.on.ca:210 halton_hills
LIBRARY OF CONGRESS lx2.loc.gov: 210 LCDB
LONDON PUBLIC LIBRARY catalog.londonpubliclibrary.ca:210 INNOPAC
MANITOBA PUBLIC library.gov.mb.ca:210 horizon
MILTON PL cat.mpl.on.ca:210 horizon
NATIONAL LIBRARY OF WALES cat.llgc.org.uk:210 default
NHUPAC 199.192.6.130:211 nh_nhupac
OCEAN STATE LIBRARIES (RI) catalog.oslri.net:210 INNOPAC
OHIOLINK olc1.ohiolink.edu:210 INNOPAC
PUBCAT prod890.dol.state.vt.us:2300 unicorn
SAN JOAQUIN VALLEY PUBLIC LIBRARY SYSTEM (CA) hip1.sjvls.org:210 ZSERVER
SEATTLE PUBLIC LIBRARY ZSERVER.SPL.ORG:210 HORIZON
TORONTO PUBLIC symphony.torontopubliclibrary.ca:2200 unicorn
TRI-UNI 129.97.129.194:7090 voyager
VANCOUVER PUBLIC LIBRARY z3950.vpl.ca:210 Horizon
Adding an SRU target
From the main Z39.50/SRU page, click ‘New SRU server’
Server name: enter a name that will help you identify the source (such as the library name).
Hostname: enter the address (URL) to the SRU target.
Port: enter which port to listen on to get results from this target.
Database: enter the name of the database.
Userid: some servers might be password protected. If that is the case for the server you are trying to add, enter your user ID for that source.
Password: if the server is password protected, enter your password for that source.
Preselected: check this box if you want this target to always be selected by default.
Rank: enter a number representing where in the list you’d like this target to appear. 0 is the top position, then 1, 2, etc.
If this is left blank the targets will be in alphabetical order.
Syntax: choose the MARC flavor used by this target.
Encoding: choose the character encoding used by this target.
Note
If you notice special characters don’t appear correctly when you import records through Z39.50, it means the encoding is wrong. Change it to another and try importing again.
Timeout: enter a number of seconds after which to stop trying to search the target if results aren’t found in a reasonable amount of time. It is helpful for targets that take a long while.
Record type: choose if this is a bibliographic or an authority target.
Additional SRU options: enter additional options of the external server here, like
sru_version=1.1orschema=marc21, etc. Note that these options are server dependent.SRU Search field mapping: click ‘Modify’ to add or update the mapping from the available fields on the Koha search form to the specific server dependent index names.
To further refine your searches, you could add the following index names to the SRU search field mappings. To do this, edit the server and click the Modify button next to this field.
Title
dc.title
ISBN
bath.isbn
Any
cql.anywhere
Author
dc.author
ISSN
bath.issn
Subject
dc.subject
Standard ID
bath.standardIdentifier
Table: SRU mapping
XSLT file(s) for transforming results: enter one or more (comma-separated) XSLT file names that you want to apply on the search results.
When retrieving records from external targets you may wish to automate some changes to those records. XSLT’s allow you to do this. Koha ships with some sample XSLT files in the /koha-tmpl/intranet-tmpl/prog/en/xslt/ directory ready for use:
Del952.xsl: Remove Koha items (field 952) (MARC21)
Del995.xsl: Remove Koha items (field 995) (UNIMARC)
Del9LinksExcept952.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 952$9 (itemnumber) (MARC21)
Del9LinksExcept995.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 995$9 (itemnumber) (UNIMARC)
Click ‘Save’.
SMTP servers
Get there: More > Administration > Additional parameters > SMTP servers
This section is used to configure SMTP servers to send emails through Koha.
Note
Only staff with the manage_smtp_servers permission (or the superlibrarian permission) will have access to this section.
The default STMP configuration is set in the koha-conf.xml file. But this section allows you to add additional servers.
To add a new server,
Click ‘New SMTP server’
Name (required): give the server a significant name, this is the name that will be displayed in Koha
Host (required): enter the host name or IP address of the server
Port (required): enter the port number provided by your administrator
Timeout (seconds): enter the number of seconds after which an unsent email will result in an error
SSL: choose the security protocol provided by your administrator
Disabled: no security (not recommended)
SSL
STARTTLS
Username: enter the username provided by your administrator
Password: enter the password provided by your administrator
Debug mode: choose whether to enable the debug mode to send additional output to the logs
Default server: choose whether this server is the default one to be used by all libraries
Click ‘Submit’
Once the server is added, you can select it in the library’s details.
Did you mean?
Get there: More > Administration > Additional parameters > Did you mean?
Note
Only staff with the manage_didyoumean permission (or the superlibrarian permission) will have access to this section.
Koha can offer ‘Did you mean?’ options on searches based on values in your authorities.
Important
Did you mean? only works in the OPAC at this time. The intranet options are here for future development.
Using this page you can control which options Koha gives patrons on their search results.
To turn on the ‘Did you mean?’ bar on your search results you need to check the box next to each plugin you would like to use. The two plugins you have to choose from are:
The ExplodedTerms plugin suggests that the user try searching for broader/narrower/related terms for a given search (e.g. a user searching for “New York (State)” would click the link for narrower terms if they’re also interested in “New York (City)”). This is only relevant for libraries with highly hierarchical authority data.
The AuthorityFile plugin searches the authority file and suggests the user might be interested in bibs linked to the top 5 authorities
If you want one plugin to take priority over another you simply drag it above the other.
If you choose both plugins you will see several options at the top of your search results
If you choose just the AuthorityFile you’ll see just authorities.
Table settings
This administration area will help you hide or display columns on fixed tables throughout the staff interface and OPAC.
Get there: Administration > Additional parameters > Table settings
Note
Only staff with the manage_column_config permission (or the superlibrarian permission) will have access to this section.
Clicking on the module you’d like to edit tables for will show you the options available to you.
This area lets you control the columns that show in the table in question. If nothing is hidden you will see no check marks in the ‘is hidden by default’ column.
And will see all of the columns when viewing the table on its regular page.
If columns are hidden they will have checks in the ‘is hidden by default’ column.
And hidden when you view the table.
The ‘Cannot be toggled’ column is used to prevent individual users from showing or hiding this column when viewing the table.
Individual users can toggle columns using the ‘Columns’ button at the top of the table.
For example, in the Currencies table, the ‘Currency’ and ‘Rate’ columns cannot be toggled. When the user clicks on the ‘Columns’ button, they are not able to choose whether these two columns are hidden or visible.
Note that using the ‘Columns’ button show or hide columns will only toggle them for the current user and session. Once the user logs out, the columns will go back to their default settings as set in the table settings administration page. It will not affect any other user.
Module |
Tables |
|---|---|
Acquisitions |
|
Administration |
|
Authorities |
There aren’t any tables that can be configured from the Authorities module. |
Catalog |
|
Cataloging |
|
Circulation |
|
Course reserves |
|
E-resource management |
|
Interlibrary loans |
|
Patrons |
|
Point of sale |
|
Tools |
|
OPAC |
|
Reports |
|
Serials |
|
Note
Patrons in the OPAC can’t toggle column visibility. For OPAC tables this feature only allows to control the visibility of columns.
Note
Any tables with columns listed here also have the option to export to Excel, export to CSV, copy, or print within the table header.
Audio alerts
If you have your AudioAlerts preference set to ‘Enable’ you will be able to control the various alert sounds that Koha uses from this area.
Get there: More > Administration > Additional parameters > Audio alerts
Note
Only staff with the manage_audio_alerts permission (or the superlibrarian permission) will have access to this section.
Each dialog box in Koha has a CSS class assigned to it that can be used as a selector for a sound.
You can edit the defaults by clicking the ‘Edit’ button to the right of each alert.
You can assign alerts to other CSS classes in Koha by entering that information in the selector box. For example if you enter
body:contains('Check in message')
Then when you visit the check-in page you will hear an alert.
Every page in Koha has a unique ID in the body tag which can be used to limit a sound to a specific page
Any ID selector (where HTML contains id=”name_of_id” ) and can also be a trigger as: #name_of_selector
SMS cellular providers
Important
- This option will only appear if the
SMSSendDriver preference is set to ‘Email’.
Note
Only staff with the manage_sms_providers permission (or the superlibrarian permission) will have access to this section.
Note
Many mobile providers have deprecated support for the SMS::Send::Email feature. It is not recommended for use unless you have a dedicated SMS to Email gateway.
From here you can enter as many cellular providers as you need to send SMS notices to your patrons using the email protocol.
Some examples in the US are:
Mobile carrier |
SMS gateway domain |
|---|---|
Alltel |
sms.alltelwireless.com |
AT&T |
txt.att.net |
Boost Mobile |
sms.myboostmobile.com |
Project Fi |
msg.fi.google.com |
Republic Wireless |
text.republicwireless.com |
Sprint |
messaging.sprintpcs.com |
T-Mobile |
tmomail.net |
U.S. Cellular |
email.uscc.net |
Verizon Wireless |
vtext.com |
Virgin Mobile |
vmobl.com |
Table: SMS provider examples
To add new providers enter the details in the form and click ‘Add new’ to save.
These options will appear in the OPAC for patrons to choose from on the messaging tab if you have EnhancedMessagingPreferences enabled.
Share your usage statistics
You can share your Koha usage statistics with the Hea community. Sharing your usage statistics helps with the development of Koha as the community regularly checks these statistics to make decisions.
Note
Only staff with the manage_usage_stats permission (or the superlibrarian permission) will have access to this section.
Note that statistics are anonymized and no patron information is shared.
Worldwide statistics can be viewed at https://hea.koha-community.org/
Share my Koha usage statistics:
The default choice is ‘Undecided’, this make the message appear on the administration main page.
Choose ‘yes’ if you want to share your usage statistics
Choose ‘no’ if you don’t want to share your statistics and you don’t want to see the message on the administration page
Your country: choose the country where your library is located
Library name: enter your library’s name
Library type: choose your library’s type
Library URL: enter your library’s Web site URL
Last update: here your will see the last date when your data was uploaded to the Hea website
Geolocation: use the map on the right to put the marker where your main library is situated. The coordinates will appear in the Geolocation field.
Libraries information: if you have more than one branch, you can choose ‘yes’ here to put all your branches on the map
See your public page: this is the URL to your information on the Hea website.
Click ‘Update your statistics usage’ to save the information.
Share content with Mana KB
Mana KB is a worldwide knowledge base used to share content specific to libraries. Koha is currently connected to Mana Kb in order to share serial subscription models and reports. This section is used to configure your connexion with Mana KB.
Get there: More > Administration > Additional parameters > Share content with Mana KB
Note
Only staff with the manage_mana permission (or the superlibrarian permission) will have access to this section.
In the form, choose whether you want to use Mana KB to share content or not. The default is “No, let me think about it”. If you do want to use Mana KB, change the option to “Yes”. If you do not want to share with Mana KB, choose “No”, this will remove the blue rectangle from the Administration home page.
The rest of this section assumes you chose “Yes”.
Choose whether you want to share your subscription models automatically. This means that every time you create a subscription in the serials module, it will be automatically shared with Mana KB and other libraries will be able to copy it.
In order to configure Mana KB, you must get a Mana KB token to authenticate your Koha installation on the Mana KB server.
Enter your name or your organization’s name in the “Your name” field.
Enter your email in the “Email” field. Make sure you have access to this email inbox since you will receive further information by email.
Once you send your information to Mana KB, you will get a Mana KB token.
In the email your receive, click on the confirmation link and confirm you are not a robot to finish the Mana KB setup.
Additional fields
This section is used to add custom fields to order baskets, invoice, serial subscriptions, and accountlines.
Note
Only staff with the manage_additional_fields permission (or the superlibrarian permission) will have access to this section.
To add a new field, first choose which table you want to add it to.
Order baskets (aqbasket): a field added to aqbasket will appear upon the creation of a new order basket or the modification of an existing order basket in the acquisitions module.
Order lines (aqorders): a field added to aqorders will appear when adding orders to a basket or editing orders in open baskets.
Invoices (aqinvoices): a field added to aqinvoices will appear when viewing an invoice in the acquisitions module.
Subscriptions (subscription): a field added to subscription will appear when creating a new subscription or when editing an existing subscription in the serials module.
Account lines (credit) (accountlines:credit): a field added to account line credits will appear when paying or writing off charges in a patron’s account or when creating manual credits.
Account lines (debit) (accountlines:debit): a field added to account line debit will appear when creating a manual invoice
Click on “Create field”
Fill out the form
Name: this is the name of the field as you want it to appear.
Authorized value category: if you want to add a dropdown menu to the field choose an authorized value category here (you can also create a new authorized value category if you need to).
MARC field: for additional subscription fields, it is possible to link the field to a MARC field. The additional field will be automatically populated with the corresponding record’s value for this MARC field.
Note
You can only choose one of the two options (authorized value OR MARC field)
Warning
If you choose the MARC field, make sure you enter it in this format: field$subfield
For example: 590$a
Searchable: check this box if you want to be able to search baskets or subscriptions based on this field
Order basket searchable additional fields will be available in the orders advanced search form
Invoice searchable additional fields will be available in the invoice search form
Subscription searchable additional fields will be available in the subscription advanced search form
Examples of additional fields
Example 1: Additional subscription field using authorized values
You might want to track which department you’re ordering this serial for
In the ‘Name’ field, enter ‘Department’
In the ‘Authorized value category’ field, choose DEPARTMENT
Check the ‘Searchable’ box
When you are adding a subscription, the field will be in the ‘Additional fields’ section with its authorized values drop-down menu.
When you view the subscription, the field will appear under ‘Additional fields’.
Because we made the field searchable, it will also be in the serials subscription search.
Example 2: Additional subscription field using MARC field
This is particularly useful if you want to view bibliographic information in the subscription detail page. In this example, we will add the 521$a field, which is, in MARC21, the target audience note.
In the ‘Name’ field, enter ‘Target audience’
In the ‘MARC field’ field, enter ‘521$a’
Note
You will not be able to edit this field from the subscription form. If you need to add or change the value in this field, you must go through the cataloging module.
When you view the subscription, the field and the information from the bibliographic record will appear under ‘Additional fields’.
Example 3: Free text invoice additional field
If you need to enter additional information in invoices, such as the number of the check used to pay for the invoice, you can choose not to use an authorized value at all.
In the ‘Name’ field, enter ‘Check #’
Check the ‘Searchable’ box
The new fields will be displayed when viewing the invoice in the acquisitions module.
Because we made the field searchable, it will also be in the invoice search.
Keyboard shortcuts
This section is used to redefine the keyboard shortcuts used in the advanced cataloging editor.
Note
This section will only appear if the EnableAdvancedCatalogingEditor system preference is enabled.
Note
Only staff with the manage_keyboard_shortcuts permission (or the superlibrarian permission) will have access to this section.
To change a shortcut, enter the combination of keys to use in the field in the ‘Shortcut keys’ column, and click ‘Save shortcuts’.
Make sure to follow the key map rules when entering your key combinations:
Separate keys using a hyphen ‘-’
Control key is ‘Ctrl’
Alt key is ‘Alt’
Shift is ‘Shift’
If combining multiple keys they must be in specified order: Shift-Cmd-Ctrl-Alt