Administração

Parâmetros de base

Acesso: Mais > Administração

Importante

Configure estes ‘parâmetros’ por ordem de visualização.

Bibliotecas

Quando configurar o Koha você provavelmente irá adicionar informação sobre cada biblioteca que utiliza o sistema. Estes dados serão utilizados em diversas áreas do Koha.

  • Acesso: Mais > Administração > Parâmetros de base > Bibliotecas

Quando estiver a visualizar esta página, verá a lista das bibliotecas já adicionadas ao sistema.

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Nota

  • You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: libraries).

Adicionar uma biblioteca

Para adicionar uma nova biblioteca:

  • Clicar em ‘Nova biblioteca’

  • O topo do formulário pede algumas informações básicas sobre a biblioteca

    image124

    • O código de biblioteca não deve conter quaisquer espaços e possuir 10 (dez) ou menos caracteres. Este código irá ser usado como um identificador exclusivo no banco de dados.

    • O nome exibido no OPAC será onde quer que exibe o nome da biblioteca ao público e shoulds ser um nome que faz sentido para seus patrões.

  • De seguida pode inserir informações básicas do contato da biblioteca

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    • Os campos de endereço e de contato podem ser usados para fazer referências para cada biblioteca personalizada

    • O campo de endereço de email não é necessário, mas deve ser preenchido para cada biblioteca no seu sistema

      • Importante

        Não esqueça de inserir um endereço de e-mail da biblioteca para garantir que os avisos sejam enviados a partir do endereço correto

    • Se desejar pode também inserir um endereço de email ‘Responder para’ diferente. Este será o endereço de email para onde todas as respostas vão.

      • Nota

        Se não preencher este valor o Koha irá usar o endereço na preferência ReplytoDefault

    • Se desejar pode também inserir um endereço de email ‘Caminho de retorno’ diferente. Este será o endereço de email para onde as mensagens devolvidas serão encaminhadas.

      • Nota

        Se não preencher este valor o Koha irá usar o endereço na preferência ReturnpathDefault

    • Se o campo URL é preenchida , em seguida, o nome da biblioteca será vinculado na tabela de participações no OPAC

      image126

    • A caixa de informação no OPAC serve para definir a informação sobre a biblioteca e que irá aparecer no OPAC quando se coloca o rato sobre o nome da biblioteca na tabela de exemplares

      image127

    • O endereço IP não precisa de ser preenchido a não ser que queira limitar o acesso ao interface dos técnico a um endereço IP específico

      • Importante

        Um endereço IP é necessário se a preferência AutoLocation estiver activa

    • Se uma biblioteca tiver um código MARC de organização específico, pode inserir-lo aqui. Se deixar o valor vazio, o código inserido na preferência MARCOrgCode será usado para esta biblioteca.

    • Por fim, se tiver alguma nota pode adicionar-la. As notas não aparecem no OPAC

    • Finally, you can choose whether the library will display as an available pickup location for holds

    Nota

    Dos campos listados, apenas o ‘Código da Biblioteca’ e o ‘Nome’ são obrigatórios

Editing/deleting a library

Você não será capaz de excluir uma biblioteca que possui usuários ou exemplares ligados a ela.

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Cada biblioteca terá um link ‘Editar’ a sua direita. Clique neste link para editar detalhes associados a esta biblioteca em questão.

Importante

Você não será capaz de editar o ‘Código da Biblioteca’

Grupos de bibliotecas

Library groups can serve four purposes: to limit access to patron data, to limit OPAC searches, to limit staff searches, and/or to define holds behavior.

  • Get there: More > Administration > Basic Parameters > Library groups

When visiting this page you are presented with a list of the groups that have already been added to the system.

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Adicionar grupo

Click the ‘Add Group’ button at the top of the screen

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  • Give the group a title and a description. Only the title is mandatory as it will show up in the staff client and in the OPAC. The description is only used in this page to give an idea of what the group is used for.

  • You can limit staff from seeing other groups’ patrons by checking the box next to the ‘Limit patron data access by group’ option.

    Nota

    This can be overriden with the user permission view_borrower_infos_ from_any_libraries.

  • If you want the group to show up in the library pulldown menu at the top of the OPAC (with OpacAddMastheadLibraryPulldown set to ‘Add’) and on the advanced search page you can check the ‘Use for OPAC search groups’ box.

  • If you want the group to appear in the library pulldown in the staff client advanced search, check the ‘Use for staff search groups’ box.

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  • If you want to use this group to define holds rules, check the ‘Is local hold group’ box.

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.

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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.

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Deleting a group

To delete a group, click on the ‘Actions’ button next to the group and select the ‘Delete’ option.

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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 fuctionality.

  • Get there: More > Administration > Basic parameters > Desks

Adding circulation desks

To add a new circulation desk, click on the ‘New desk’ button at the top of the page.

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  • In the ‘Desk’ field, enter a name for your desk.

  • Choose the library in which this desk is.

  • Click ‘Sumbit’.

Editing a circulation desk

To edit an existing circulation desk, click on the ‘Edit’ button to the right of the desk to modify.

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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.

Tipos de documento

O Koha permite que você organize seu acervo por tipo de material e código de coleção.

  • Get there: More > Administration > Basic parameters > Item types

Tipo de material refere-se a livros, cd, dvd, etc, mas pode ser usado de qualquer maneira que funcione na sua biblioteca.

Item types table

Nota

  • 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.

Add new item type form

  • 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.

      Item types DVD and Blu-ray, where DVD is the parent of Blu-ray

      You can then create a circulation rule for either Blu-ray only or DVD and Blu-ray (DVD (All))

      Creating a circulation rule for a parent item type

  • 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

    • Você pode escolher a partir de uma série de imagens

    • Você pode linkar a uma imagem remota

    • Ou você pode não ter nenhuma imagem associada a um tipo de material

      Importante

      If this option is not enabled, you can change the setting of the noItemTypeImages or OpacNoItemTypeImages.

      To have your item type images appear in the OPAC you need to set OpacNoItemTypeImages to ‘Yes’

      • Get there: More > Administration > Global system preferences > OPAC

  • 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

    • Exemplares marcados como ‘Não circula’ aparecerão no catálogo, mas não poderão ser emprestados para usuário

  • 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 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 the rental fee calculation.

    • Each amount will charge the patron on checkout.

      Importante

      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.

    Importante

    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.

    Importante

    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

    'Checkin message' field in the new item type form

    • The checkin message type can be a ‘message’ or an ‘alert’. The only difference between these two is the styling. By default a message is blue

      Checkin message 'This is a book' in a blue message box

      and an alert is yellow.

      Checkin message 'This is a book' in a yellow message box

  • 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.

    Nota

    If this is left blank, ‘All libraries’ is assumed.

    Nota

    To select more than one library, hold the ‘Ctrl’ key while selecting the libraries.

  • When finished, click ‘Save changes’

    Nota

    All fields, with the exception of the ‘Item type’ will be editable from the item types list

  • Seu novo tipo de material aparecerá na lista

    Item types table with the item type 'book'

Editing item types

Each item type has an Edit button beside it. To edit an item simply click the ‘Edit’ button.

Importante

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.

Importante

Você não será capaz de excluir tipos de materiais que estão sendo utilizados em exemplares cadastrados no sistema.

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Valores Autorizados

Valores autorizados podem ser utilizados em muitas áreas do Koha. Uma das razões é que isto permite que você controle os valores que serão inseridos pela equipe de processamento nos campos MARC.

  • Get there: More > Administration > Basic parameters > Authorized values

Existing values

O Koha é instalado com valores pré-definidos que sua biblioteca pode utilizar, para a instancia ‘Perdido’.

  • Asort1

    • Utilizado para levantamento estatístico das aquisições

  • Asort2

    • Utilizado para levantamento estatístico das aquisições

  • BOR_NOTES

    • Values for custom patron messages that appear on the circulation screen and the OPAC. The value in the Description field should be the message text and is limited to 200 characters.

      image141

  • Bsort1

  • Bsort2

  • CCODE

    • Códigos de coleção (aparecerão na catalogação e quando trabalhar com estes itens)

  • CONTROL_NUM_SEQUENCE

    • Used to generate control numbers in the advanced cataloguing 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

    • Used in UNIMARC 102 $a

  • DANIFICADO

    • Descrições para itens marcados como danificados (aparecerá durante a catalogação e trabalho com itens)

  • DEPARTMENT

    • Departments are required by and will be used in the Course Reserves module

  • ETAT

    • Used in French UNIMARC installations in field 995 $o to identify item status. Similar to NOT_LOAN

  • HINGS_AS

    • General holdings: acquisition status designator :: This data element specifies acquisition status for the unit at the time of the holdings report.

  • HINGS_C

    • General holdings: completeness designator

  • HINGS_PF

    • Physical form designators

  • HINGS_RD

    • General holdings: retention designator :: This data element specifies the retention policy for the unit at the time of the holdings report.

  • HINGS_UT

    • General holdings: type of unit designator

  • HSBND_FREQ

    • Frequencies used by the housebound module. They are displayed on the housebound tab in the patron account in staff.

  • ILLSTATUS

    • ILL / Interlibrary loan request statuses.

  • ITEMTYPECAT

    • Allows multiple Item types to be searched in a category. Categories can be entered into the Authorized value ITEMTYPECAT. To combine Item types to this category, enter this Search category to any Item types.

      For example, an ITEMTYPECAT could be NEW, then in the Item type for NEW BOOKS NEW DVDS, etc the search category could be added NEW. This is helpful when a patron chooses the Search category of NEW, they could get Koha to search multiple Item types with a single search.

  • LANG

    • ISO 639-2 standard language codes

  • LOC

    Shelving location (usually appears when adding or editing an item). LOC maps to items.location in the Koha database.

    • CART

      Is the shelving cart location, used by InProcessingToShelvingCart and ReturnToShelvingCart

    • PROC

      The location to be used for NewItemsDefaultLocation (change description as desired), also the location expected by InProcessingToShelvingCart.

  • EXTRAVIADO

    • Descrições para os itens marcados como perdidos (aparecerá quando adicionar ou editar exemplares)

    • Importante

      Valores atribuídos a status de perda devem ser numéricos e não alfabéticos para garantir que as informações de status apareçam corretamente

  • OPAC_SUG

    • A list of reasons displayed in the suggestion form on the OPAC.

  • NOT_LOAN

    • Razões por que o título não pode ser emprestado

    • Importante

      Valores atribuídos a status de perda devem ser numéricos e não alfabéticos para garantir que as informações de status apareçam corretamente

    • Nota

      Negative number values will still allow holds (use for on order statuses for example) where as positive numbers will not allow holds or checkouts. A value of 0 means ‘for loan’.

  • ORDER_CANCELLATION_REASON

    • Reasons why an order might have been cancelled

  • PAYMENT_TYPE

    • Populates a dropdown list of custom payment types when paying fines

  • qualif

    • Function codes (author, editor, collaborator, etc.) used in UNIMARC 7XX $4 (French)

  • RELTERMS

    • French terms of relations

  • REPORT_GROUP

    • A way to sort and filter your reports, the default values in this category include the Koha modules (Accounts, Acquitisions, Catalog, Circulation, Patrons)

      image142

  • REPORT_SUBGROUP

    • Pode ser usado para classificar e filtrar ainda mais seus relatórios. Esta categoria está vazia por padrão. Os valores aqui precisam incluir o código de valor autorizado de REPORT_GROUP no campo Descrição (OPAC) para vincular o subgrupo ao grupo apropriado.

      image143

  • RESTRITO

    • Status restrito de um item

  • ROADTYPE

    • Road types to be used in patron addresses (‘street type’ field in the patron form)

  • SIP_MEDIA_TYPE

    • Used when creating or editing an item type to assign a SIP specific media type for devices like lockers and sorters.

  • SUGGEST

    • Lista de razões para aceitação ou recusa de sugestões de usuários (aparece na administração de sugestões)

  • SUGGEST_FORMAT

    • List of Item types to display in a drop down menu on the Purchase suggestion form on the OPAC. When creating the authorized values for SUGGEST_FORMAT, enter a description into this form so it is visible on the OPAC to patrons.

  • SUGGEST_STATUS

    • A list of additional custom status values for suggestions that can be used in addition to the default values.

  • STACK

    • Número de controlo de prateleira

  • TERM

    • Terms to be used in Course Reserves module. Enter Terms that will show in the drop down menu when setting up a Course reserve. (For example: Spring, Summer, Winter, Fall).

  • DESCARTE

    • Descrição de um item descartado (aparecerá quando adicionar ou editar um item)

  • YES_NO

    • A generic authorized value field that can be used anywhere you need a simple yes/no pull down menu.

Add new authorized value category

Além das categorias existentes que vêm por padrão no Koha, os funcionários podem adicionar suas próprias categorias de valores autorizados para controlar os dados que são inseridos no sistema. Para adicionar uma nova categoria:

  • Click ‘New category’

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  • Limit your Category to 10 characters (something short to make it clear what the category is for)

    • Importante

      Category cannot have spaces or special characters other than underscores and hyphens in it.

  • When adding a new category you’re asked to create at least one authorized value

    • Enter a code for your Authorized value into the ‘Authorized value’ field

      • Importante

        Authorized value is limited to 80 characters and cannot have spaces or special characters other than underscores and hyphens in it.

    • Use o campo de descrição para o valor atual que será exibido. Se você quiser exibir algo diferente no OPAC, insira uma ‘Descrição (OPAC)’

    • Caso você queria limitar esta categoria de valores autorizados a apenas algumas bibliotecas, você poderá selecionar quais delas no menu ‘Limitação de bibliotecas’. Selecione ‘Todas as bibliotecas’ para a opção estar disponível a todas elas.

    • If you have StaffAuthorisedValueImages and/or AuthorisedValueImages set to show images for authorized values you can choose the image under ‘Choose an icon’

  • Clique ‘Salvar’

  • Your new category and value will appear on the list of Authorized values

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Add new authorized value

Novos valores autorizados podem ser adicionados a qualquer categoria existente ou a uma nova categoria. Para adicionar um valor:

  • Click ‘Novo valor autorizado para …’

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  • Enter a code for your authorized value into the ‘Authorized value’ field

    • Importante

      Authorized value is limited to 80 characters and cannot have spaces or special characters other than underscores and hyphens in it.

  • Use o campo de descrição para o valor atual que será exibido. Se você quiser exibir algo diferente no OPAC, insira uma ‘Descrição (OPAC)’

  • Caso você queria limitar esta categoria de valores autorizados a apenas algumas bibliotecas, você poderá selecionar quais delas no menu ‘Limitação de bibliotecas’. Selecione ‘Todas as bibliotecas’ para a opção estar disponível a todas elas.

  • If you have StaffAuthorisedValueImages and/or AuthorisedValueImages set to show images for authorized values you can choose the image under ‘Choose an icon’

  • Clique ‘Salvar’

  • O novo valor aparecerá na lista com os valores existentes.

    image147

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.

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Usuários e circulação

Settings for controlling circulation and patron information.

Categorias de usuários

Categorias de usuários permitem que você organize seus usuários de acordo com suas funções, faixas etárias e tipos.

  • Get there: More > Administration > Patrons and circulation > Patron categories

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Nota

  • You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: patron_categories).

Usuários são classificados dentro de uma das seis categorias principais:

  • Adulto

    • Tipo de usuário mais comum, em geral utilizado como o Usuário genérico.

  • Criança

    • Crianças podem ter um responsável ligado a elas.

  • Equipe

    • Librarians (and library workers) should be assigned the staff category so that you can set their permissions and give them access to the staff client.

  • Organizacional

    • Organizações podem ser usuários também. Elas podem servir como responsáveis para usuários que são funcionários.

  • Profissional

    • Profissional = Um usuário vinculado a uma organização.

  • Estatístico

    • Este tipo de usuário é utilizado apenas para fins estatísticos, para uso interno dos exemplares.

Adicionar categoria de usuário

To add a new patron category click ‘New category’ at the top of the page

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  • The ‘Category code’ is an identifier for your new code.

    • Importante

      The category code is limited to 10 characters (numbers and letters) and must be unique.

    • Importante

      This field is required in order to save your patron category. If left blank you will be presented with an error.

  • Digite uma versão de texto da categoria no campo ‘Descrição’.

    • Importante

      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 (eg. Student cards expire after 9 months), otherwise, you can choose a date when the cards will expire (until date)

    • Importante

      You cannot enter both a month limit and a date until. Choose to enter either one or the other.

    • Importante

      This field is required in order to save your patron category. If left blank you will be presented with an error.

  • Algumas categorias de usuários podem ter uma idade mínima (em anos) associada, digite esta idade em ‘Idade Requerida’

  • Categorias de usuários também podem ter um limite de idade (em anos) associado (como crianças), digite esta idade no campo ‘Limite máximo de idade’

  • If you charge a membership fee for your patrons (such as those who live in another region) you can enter that in the ‘Enrollment fee’ field.

    • Importante

      Only enter numbers and decimals in this field

    • Nota

      Depending on your value for the FeeOnChangePatronCategory preference this fee will be charged on patron renewal as well as when they are first enrolled.

  • If you want your patron to receive overdue notices, set the ‘Overdue notice required’ to ‘Yes’. This will enable you to set the overdue notice triggers in the Tools module.

  • You can decide on a patron category basis if lost items are shown in the staff client by making a choice from the ‘Lost items in staff client’ pull down

    image153

    • Importante

      Note that this is only applicable in the staff client, so changing this value on patron categories who do not have access to the staff client won’t make any difference

  • If you charge patrons for placing holds on items, enter the fee amount in the ‘Hold fee’ field.

    • Importante

      Only enter numbers and decimals in this field

  • No campo ‘Tipo de Categoria’ escolha um dos seis principais tipos de pais

    image154

    • Importante

      This field is required in order to save your patron category. If left blank you will be presented with an error.

  • The Branch limitations let you 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.

  • You can 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.

  • You can 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.

  • You can decide if this patron category is blocked from performing actions in the OPAC if their card is expired using the next option. By default it will follow the rule set in the BlockExpiredPatronOpacActions preference

    image1203

  • Next you can choose the default privacy settings for this patron category. This setting can be edited by the patron via the OPAC if you allow it with the OPACPrivacy system preference.

    image1204

  • You can set the preference for checking the patron’s circulation history when checking out an item. This option will only be available if the CheckPrevCheckout system preference is set to ‘Unless overridden by patron category, do’ or ‘Unless overridden by patron category, do not’. This setting can be overridden on a per-patron basis in their individual file.

  • Finally you can assign advanced messaging preferences by default to a patron category

    • Importante

      Requires that you have EnhancedMessagingPreferences enabled

    • These defaults will be applied to new patrons that are added to the system. They will not edit the preferences of the existing patrons. Also, these can be changed for individual patrons, this setting is just a default to make it easier to set up messages for an entire category.

      • Nota

        After setting the default for the patron category you can force those changes to all existing patrons by running the borrowers-force-messaging-defaults script found in the misc/maintenance folder. Ask your system administrator for assistance with this script.

Regras de empréstimo e multas

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 fines rules

As regras são aplicadas do mais específico para o menos específico, utilizando-se o primeiro encontrado na seguinte ordem:

  • 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 are a superlibrarian.

    Importante

    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. 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):

'Select a library' drop down menu

No quadro você pode selecionar qualquer combinação de categoria de usuário e tipo de material aos quais as regras se aplicam

Circulation rules table

  • Primeiro escolha qual categoria de usuário que você quer que esta regra seja aplicada. Se você optar por ‘Todos’ será aplicado em todas as categorias

  • 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.

      Circulation rules table with a rule for DVDs for which the maximum is 5 checkouts and a rule for Blu-ray (child of DVD) for which the maximum is 2 checkouts

      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.

  • 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

  • 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.

    Importante

    Digite somente números e pontos decimais (não use simbolos de divisas).

  • 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 wether 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.

    Importante

    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.

    Importante

    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.

    Nota

    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.

    Importante

    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’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.

    • Exemplares podem ser renovados a qualquer tempo se este valor for deixado em branco. De outra forma, exemplares só poderão ser renovados caso tenham data de devolução superior a inserida na caixa (seja em dias ou horas).

    • To control this value on a more granular level please set the NoRenewalBeforePrecision preference.

  • 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.

    Importante

    You will need to enable the automatic renewal cron job for this to work.

    Importante

    This feature needs to have the “no 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.

  • 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.

  • 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

    Importante

    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.

  • Finally, 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

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.

Circulation rules table where the rule being edited is highlighted and it is repeated at the bottom for editing

Nota

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.

Drop-down menu 'Clone these rules to' next to the library selection

Depois de escolher você será presenteado com uma mensagem de confirmação.

Confirmation message that says 'The rules have been cloned.'

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.

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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.

  • Controla onde os usuários podem reservar usando o menu ‘Política de reserva’

    • De qualquer biblioteca: Usuários de qualquer biblioteca podem reservar exemplares. (padrão se nada estiver definido)

    • From Local Hold Group: Only patrons from a library in the item home library’s local hold group may put this book on hold.

    • Da biblioteca de origem: Apenas usuários da biblioteca de origem do exemplar podem podem fazer reservas.

    • Reservas não permitidas: Nenhum usuário pode reservar este livro.

  • Control where patron can pick up holds using the “Hold Pickup Library Match” menu

    • qualquer biblioteca

    • item’s hold group

    • patron’s hold group

    • biblioteca de origem do exemplar

    • biblioteca de empréstimo do exemplar

  • Control where the item returns to once it is checked in

    • Item retorna a origem

    • Item retorna a biblioteca

    • Itens extraviados

      • Quando um item for extraviado ele permanece onde foi emprestado e não voltar nunca ‘origem’

  • Uma vez que sua política é definida, você pode desativa-la clicando no link “Desativar” à direita.

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.

image162

Nota

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.

Por exemplo, se você possui uma regra que diz que em uma determinada categoria de usuários são permitidos 10 livros e 5 DVDs, mas você deseja que estes usuários só possam fazer um empréstimo de 12 itens, no total, ao mesmo tempo. Se você digitar 12, no campo ‘Total de empréstimos permitidos’, e este usuário já tem 10 livros emprestados, só serão permitidos 2 DVDs para igualar o total de 12.

Política por omissão para reembolso de devoluções de exemplares perdidos

Here, you can specify the default policy for lost item fees on return. 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.

image163

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.

    Importante

    Note that if the system preference AllowHoldPolicyOverride set to ‘allow’, these policies can be overridden by your circulation staff.

    Importante

    These policies are applied based on the ReservesControlBranch system preference.

Control where patron can pick up holds using the “Hold Pickup Library Match” menu

  • qualquer biblioteca

  • item’s hold group

  • patron’ hold group

  • biblioteca de origem do exemplar

  • biblioteca de empréstimo do exemplar

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

    • Importante

      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

    • Importante

      If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear

  • Itens extraviados: O item não poderá ser transferido de outra ramal se tiver emprestado, enquanto ele não foi devolvido ou transferido manualmente

Por exemplo, você poderá permitir reservas em suas bibliotecas, mas não que os novos itens ou DVDs possam ser reservados por outras bibliotecas, para isso você deve definir a ‘Política de reserva’ para ‘Da biblioteca de origem’, desta forma esses itens só poderão ser reservados se a biblioteca dos itens e biblioteca de origem do usuário forem as mesmas. Você também pode bloquear completamente reservas em itens específicos deste formulário. Está é a forma como você pode configurar se itens extraviados e outros tipos de itens devem permanecer nas suas bibliotecas de origens.

Tipos de atributos de leitor

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.

  • Get there: More > Administration > Patrons and circulation > Patron attribute types

Um uso comum para este campo seria para a idenficação do estudante ou para o número da carteira de motorista.

image164

Adding patron attributes

To add a new patron attribute type, click the ‘New patron attribute type’ button at the top of the page

image165

  • In the ‘Patron attribute type code’, enter a short code to identify this field

    • Importante

      Este campo é limitado a 10 caracteres (apenas números e letras)

    • Importante

      A configuração não pode ser alterada após um atributo ser definido

  • No campo ‘Descrição’ digite uma descrição mais longa (texto) sobre o que este campo poderá conter

  • Check the box next to ‘Repeatable’ to let a patron record have multiple values of this attribute.

    • Importante

      A configuração não pode ser alterada após um atributo ser definido

  • If ‘Unique identifier’ is checked, the attribute will be a unique identifier which means, 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

    • Importante

      A configuração não pode ser alterada após um atributo ser definido

  • Assinale ‘Exibir no OPAC’ para exibir este atributo na tela de detalhes do usuário no OPAC.

  • Check ‘Editable in OPAC’ to enable patrons to edit this information in the OPAC.

  • Marque ‘Pesquisável’ para tornar este atributo pesquisável na interface dos funcionários.

  • Check ‘Display in patron’s brief information’ to make this attribute visible in the patron’s short detail display on the left of the checkout screen and other patron pages

    image166

  • Authorized value category; if one is selected, the patron record input page will only allow values to be chosen from the authorized value list.

    • Você primeiro terá que adicionar uma lista de valores autorizados para que isto apareça no menu

    • Importante

      an authorized value list is not enforced during batch patron import.

  • Caso você queria que este atributo esteja disponível apenas para algumas bibliotecas, você poderá selecionar quais delas na lista de ‘Limitação de bibliotecas’. Selecione ‘Todas as bibliotecas’ para a opção estar disponível a todas elas.

    • Importante

      Note that items with locations already set on them will not be altered. The branch limitation only limits the choosing of an authorized value based on the home branch of the current staff login. All authorized values for item records (LOC, LOST, CCODE, etc) will show in the OPAC for all patrons.

  • Se você quiser somente exibir este atributo em usuários de um único tipo escolha na ‘Categoria’ no menu

  • 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’ pull down and you can then change your attributes page to have sections of attributes

    image167

  • Clique Salvar para salvar seu novo atributo

Quando seu atributo é adicionado, ele aparecerá na lista de atributos e no formulário de Adicionar/Editar usuários

image168

Se você configurar classes para atributos de organização eles irão aparecer desta maneira no formulário de inclusão/edição de usuários

image169

Editing/deleting patron attributes

Cada atributo de usuário tem um link editar e excluir ao lado da lista de atributos.

Alguns campos no atributo não serão editáveis após criados:

  • Código de tipo de atributo de usuário

  • Repetítivel

  • Identificador único

Você não será capaz de excluir um atributo se ele não estiver em uso.

image170

Limites da biblioteca

Limitar a transferência de exemplares entre bibliotecas com base na biblioteca que envia, biblioteca que recebe e o código da coleção do material.

  • Get there: More > Administration > Patrons and circulation > Library transfer limits

These rules only go into effect if the preference UseBranchTransferLimits is set to ‘enforce’.

Antes de começar, você precisa selecionar a biblioteca para a qual você está definindo os limites de transferência.

image171

Transfer limits are set based on the collections codes you have applied via the Authorized values administration area.

image172

Collection codes will appear as tabs above the checkboxes:

image173

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)

image174

In the above example, Centerville library will allow patrons from all libraries except Liberty and Franklin to request items from their branch.

Matriz de custo de transporte

The transport cost matrix lets a library system define relative costs to transport books to one another. In order for the system to use this matrix you must first set the UseTransportCostMatrix preference to ‘Use’.

Importante

The transport cost matrix takes precedence in controlling where holds are filled from, if the matrix is not used then Koha checks the StaticHoldsQueueWeight.

Custos são valores decimais entre algum valor máximo arbitrário (ex. 1 ou 100) e 0 que é o menor (ou nenhum) custo. Por exemplo, você pode simplesmente utilizar a distância entre cada biblioteca em quilometros como seu ‘custo’, se isto refletir diretamente no custo de transferência. Às vezes as agências de correio podem ser uma medida mais apropriada. Bibliotecas que compartilham uma agência dos correios poderiam ter um custo 1, agências de correio adjacentes teriam um custo 2 etc.

Para adicionar custos com transporte, clique na célula que você deseja alterar, tire a seleção da caixa ‘Desativar’ e insira seu ‘custo’

image175

Após informar o custo, pressione ‘Enter’ e clique em ‘Salvar’ no final da matriz para salvar suas alterações.

Nota

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 ).

Avisos de empréstimo

As bibliotecas podem decidir se querem que os usuários sejam informados automaticamente sobre a circulação de materiais (devoluções e empréstimos).

  • Get there: More > Administration > Patrons and circulation > Item circulation alerts

Estas preferências são configuradas com base no tipo de usuários e materiais.

Importante

These preference can be overridden by changes in the individual patron’s messaging preferences.

Para configurar alertas de circulação:

  • Choose your library from the pull down at the top of the screen

    image176

    • Para configurar preferências para todas as bibliotecas, deixa o menu configurado para ‘Padrão’

  • Por padrão, todos os usuários são notificados sobre empréstimos e devoluções. Para alterar isso, clique no tipo de usuário que você deseja que pare de receber avisos.

    image177

    • In the above example, Juveniles and Kids will not receive check out notices.

Cidades

Para padronizar uma entrada de usuário você pode definir uma lista com as cidades da região, o que permite que novos usuários tenham suas informações de endereço adicionadas sem que o funcionário tenha que digitá-las.

  • Get there: More > Administration > Patrons and circulation > Cities and towns

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.

image178

One you click Submit, your city will be saved and will be listed on the Cities and towns page

image179

Cidades podem ser editadas ou excluidas em qualquer momento.

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.

image180

Isto irá permitir a inserção de cidades no registro de usuário sem o risco de erros de localização.

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

This is where you define the manual fees you can charge patrons.

image1444

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”.

image1445

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.

  • 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’

    image1446

    • Enter a code (limited to 64 letters)

    • Enter the default amount

      Nota

      Staff will be able to change this amount when adding the charge to the patron’s account, if necessary

      Nota

      Do not enter currency symbols. Only write the amount with a decimal point (for example, 5 or 5.00 instead of $5)

    • Write a description

      This description will be used in the drop-down menu when adding a new charge to a patron’s account as well as in their transaction history

    • If this debit type can be added manually by staff to a patron’s account via the manual invoices, check the ‘Can be added manually?’ check box

    • If this debit type is only to be used in specific branches, you can select the libraries in ‘Libraries limitation’

      Nota

      You can select more than one library by pressing the ‘Ctrl’ key while selecting.

    • Clique ‘Salvar’

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

  • Clique ‘Salvar’

Archiving a debit type

If there is a debit type you don’t need anymore, you can archive it.

Nota

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

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”.

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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.

  • 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.

  • 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’

    New credit type form

    • Enter a code (limited to 64 letters)

    • 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’

      Nota

      You can select more than one library by pressing the ‘Ctrl’ key while selecting.

    • Clique ‘Salvar’

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

  • Clique ‘Salvar’

Archiving a credit type

If there is a credit type you don’t need anymore, you can archive it.

Nota

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.

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.

image1450

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’

    image1449

  • 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’

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

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Importante

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.

Add new framework

Para adicionar uma nova planilha

  • Click ‘New framework’

    image183

    • Digite um código de 4 ou menos caracteres

    • Use o campo de descrição para inserir uma definição mais detalhada da sua planilha

  • Clique ‘Enviar’

  • Once your framework is added click Actions then ‘MARC structure’ to the right of it on the list of frameworks

    image184

    • 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

Edit existing frameworks

Clicking Actions and then ‘Edit’ to the right of a framework will only allow you to edit the description for the framework:

image185

To make edits to the fields and subfields associated with the framework you must first click ‘MARC Structure’ and then follow the instructions for editing fields and subfields

Add 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

image186

Isto irá exibir um formulário em branco para entrar com os dados do campo MARC

image187

Digite a informação sobre sua nova tag:

  • A ‘Tag’ é o número do campo MARC

  • O ‘Texto para Staff’ é o texto que será exibido na interface administrativa no módulo de catalogação

  • O ‘Texto para OPAC’ é o texto que irá aparecer no OPAC quando for visualizada a versão MARC do registro

  • Se este campo pode ser repetitível, marque a caixa ‘Repetitível’

  • Se este campo é obrigatório, marque a caixa ‘Obrigatório’

  • If this field is not mandatory but is important, check the ‘Important’ box

    • If the important field is not filled upon saving the record, there will be a warning, but the user will still be able to save the record

  • You can enter default values for indicators in the ‘First indicator default value’ and ‘Second indicator default value’ field

  • Se você quiser que este campo tenha uma lista de seleção com as possíveis respostas, escolha uma lista de ‘Valores Autorizados’ que você deseja utilizar

    Nota

    The authorized value option at field level does not work.

When you’re finished, click ‘Save changes’ and your new tag will be displayed in the framework field list.

image188

To the right of the new field is the ‘Actions’ button which gives you access to edit the subfields. You will need to add subfields to make this tag appear in your MARC editor. The process of entering the settings for the new subfield is the same as those found in the editing fields and subfields in frameworks section of this manual.

Edit framework fields and subfields

Frameworks are made up of MARC fields (tags) and subfields.

Edit a MARC field

To make edits to a MARC field click on Actions then ‘Edit’ to the right of the field

image189

  • Each field has a tag (which is the MARC tag) that is uneditable

  • The ‘Label for lib’ is what will show in the staff client if you have advancedMARCeditor set to display labels

  • O ‘Texto para OPAC’ é o que será exibido na visualização MARC no OPAC

  • If you check ‘Repeatable’ then the field will have an icon next to it allowing you to add multiples of that tag

  • If you check ‘Mandatory’ the record cannot be saved unless the field has a value. A ‘Required’ flag will display as a prompt

  • If you check ‘Important’, the field will generate a warning if it is not filled, but unlike ‘Mandatory’, you will still be able to save your record nonetheless

  • If you add default values for indicators here these will be pre-filled to save time when cataloguing but can still be edited if required

  • ‘Authorized value’ is where you define an authorized value pull down list for your catalogers

    Nota

    The authorized value option at field level does not work.

Edit 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 editing form

    • Subfield code: this is the MARC subfield code, this wouldn’t normally be changed

    • Text for librarian: what appears before the subfield in the staff interface

    • Text for OPAC: what appears before the field in the OPAC

      • Se ficar em branco, o texto para funcionário será usado no lugar

    • Repeatable: the field will have an icon next to it allowing you to add multiples of the subfield

    • Mandatory: the record cannot be saved unless you have a value assigned to this subfield. A ‘Required’ flag will display as a prompt

    • Important: this indicates that a field is not mandatory, but important. If you try to save a record where an important field is empty, you will get a warning, but the record will still be saved.

    • Managed in tab: defines the tab where the subfield is shown.

      Importante

      All subfields of a given field must be in the same tab or ignored. Ignore means that the subfield is not managed.

      Importante

      When importing 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.

      Nota

      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

      • <<YEAR>> - the current year, 4 digits

      • <<USER>> - the username of the currently logged in user

      For example: a default of “<<MM>>/<<DD>>/<<YEAR>>” (without quotes) will print the current date in the form of “01/21/2021”

    • Visibility: allows you to select from where this subfield is visible/hidden, simply check the boxes where you would like the field to show and uncheck the boxes where you would like it hidden.

      Nota

      The Editor tickbox controls whether this subfield will display within cataloguing editor for this framework. If you tick Collapsed the subfield will be hidden in the editor but will be displayed if the field label is clicked to expand all subfields

      CLose up of visibility options in the Advanced constraints

    • 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. 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.

      It is possible to map multiple MARC subfields to the same database column. The first existing mapped subfield will be saved into the database. Usage example: For a MARC21 installaton with both RDA and AACR2 records where some records store the publication data in 260 and others in 264 both fields can be mapped to the database columns for publisher, publication date and publication year.

      The mappings can be changed on this page or from the Koha to MARC mapping page.

      Warning

      The Koha links should not be changed after data has been added to your catalog. If you need to change or improve them, you must ask your system administrator to run misc/batchRebuildBiblioTables.pl. This will update the values in the database columns for all your records.

  • For each subfield you can set the following Other option values

    • Authorized value: means the value cannot by typed, but must be chosen from a pull down generated by the authorized value list

      In the example above, the 504a field will show the MARC504 authorized values when cataloging

      Example of a MARC framework where an authorised value was added in 504$a, this creates a drop-down menu in the editor

    • Thesaurus: means that the value is not free text, but must be searched in the authority/thesaurus of the selected category

    • Plugin: means the value is calculated or managed by a plugin. Plugins can do almost anything.

      • Exemplos:

        • For call numbers there is an option to add a call number browser next to the 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 catalogue.

  • To save your changes simply click the ‘Save changes’.

Import/export frameworks

Ao lado de cada quadro é um link para importar ou exportar qualquer quadro.

Export framework

Para remover uma tag de um título em específico, simplesmente clique no botão ‘Remover tag’ à direita do título.

image195

Quando você clica em ‘Exportar’ Você será solicitado a escolher o tamanho para exportar o arquivo em.

image196

Um quadro exportado desta forma podem ser importados para qualquer outra instalação Koha usando a opção de quadro de importação.

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.

image197

Você será solicitado para encontrar um arquivo que você importar para o seu computador para o quadro.

image198

Você será solicitado a confirmar sua ação antes que o arquivo é importado.

image199

Quando o arquivo for carregado, surgirá uma mensagem de confirmação.

image200

Assim que a importação terminar, irá ser redirecionado para a ferramenta de edição de modelos onde pode efetuar as alterações necessárias ao modelo importado.

Ligações Koha => MARC

While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database. Koha to MARC mapping is used to tell Koha where to find these values in the MARC record. In many cases you will not have to change the default values set by in this tool on installation, but it is important to know that the tool is here and can be used at any time.

  • Get there: More > Administration > Catalog > Koha to MARC mapping

The table shows all the database fields that can be mapped to MARC fields.

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To add a new mapping, click on the ‘Add’ button to the right of the appropriate field.

image202

Write in the MARC field and subfield you would like to map, separated by a comma, to this Koha field and click the ‘OK’ button.

Nota

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.

Nota

All changes are immediate.

Teste do modelo bibliográfico MARC

Checks the MARC structure.

  • Get there: More > Administration > Catalog > MARC bibliographic framework test

If you change your MARC bibliographic framework it’s recommended that you run this tool to test for errors in your definition.

image206

Tipos de autoridade

Authority types are basically MARC frameworks for authority records and because of that they follow the same editing rules found in the MARC bibliographic frameworks section of this manual. Koha comes with many of the necessary authority frameworks already installed. To learn how to add and edit authority types, simply review the MARC bibliographic frameworks section of this manual.

  • Get there: More > Administration > Catalog > Authority types

Fontes de classificação

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

Classification sources, classification filing rules and classification splitting rules tables

Commonly used classification sources are:

  • cdd - Classificação Decimal de Dewey

  • lcc - Classificação da Library of Congress

Se você optar por instalar fontes de classificação durante a instalação do Koha, você poderá ver outros valores também:

  • ANSCR (gravações de áudio)

  • Classificação SuDOC

  • Classificação Decimal Universal

  • Outra/Classificação genérica

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.

Form to add a new classification source

Quando estiver criando ou editando:

  • Enter a code. The code is limited to 10 characters and must be unique.

Nota

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.

Classificação das regras de preenchimento

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

Os valores pré-configurados no Koha são:

  • Dewey

  • LCC

  • Genérico

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.

Quando estiver criando ou editando:

  • Enter a code. The code is limited to 10 characters and must be unique.

Nota

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.

  • Defina uma rotina de preenchimento apropriada - Dewey, genérica ou 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 whitespaces, and forward slashes (/)

      • Separates alphabetic prefix from the rest of the call number

      • Splits into tokens on whitespaces 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 whitespaces.

      • 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.

Nota

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.

Os valores pré-configurados no Koha são:

  • Dewey

  • LCC

  • Genérico

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.

Quando estiver criando ou editando:

  • Enter a code. The code is limited to 10 characters and must be unique.

Nota

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 /
          

Regras de concordância

Regras de correspondência de registros são utilizadas no momento da importação de dados no Koha.

  • Get there: More > Administration > Catalog > Record matching rules

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’

    image209

    • Escolha um nome único e coloque-o no campo ‘Código da regra de correspondência’

    • ‘Descrição’ pode ser qualquer coisa que deixará claro pra você qual regra você estará selecionando

    • ‘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

    • Ponto de Correspondência são configurados para determinar quais campos utilizar na correspondência

    • ‘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’ - Para uso com os campos de controle, 001-009

    • ‘Comprimento’ - Para uso em campos de controle, 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 behaviour 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

image210

  • Limite para correspondências: 100

  • Record type: Bibliographic

    • Nota

      If you’d like a rule to match on the 001 in authority records you will need the repeat all of these values and change just the record type to ‘Authority record’

  • Pontos de correspondência (apenas o único):

  • Pesquisar índice: Número de controle

  • Score: 100

  • Tag: 001

    • Nota

      este campo é para o número de controle da organização, usando, ou distribuindo o registro

  • Subfields: empty

  • Deslocamento: 0

  • Comprimento: 0

  • Normalization rule: None

  • Required match checks: none (remove the blank one)

    image211

Configuração dos conjuntos OAI

Nesta página você pode criar, editar e excluir conjuntos OAI-PMH

Criar um conjunto

To create a set:

  • Clique no link ‘Adicionar um novo conjunto’

  • Preencha os campos obrigatórios ‘setSpec’ e ‘setName’

  • Depois, você pode adicionar descrições para este conjunto. Para fazer isso, clique em ‘Adicionar descrição’ e preencha a caixa de texto recém-criado. Você pode adicionar quantas descrições desejar.

  • Clique no botão ‘Salvar’

Modify/delete a set

Para editar um conjunto, apenas clique no link ‘Editar’ na mesma linha do conjunto que queira editar. O formulário similar a criação do conjunto irá aparece e permitira editar o setSpec e SetName e descrições.

Para excluir um conjunto, clique no link ‘Excluir’ na mesma linha do conjunto que quer excluir.

Define mapeamentos

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.

  • Preencha os campos ‘Campo’, ‘Subcampo’ e ‘Valor’. Por exemplo se você quer incluir neste conjunto todos os registros que tem 999$9 igual a ‘XXX’. Preencha ‘Campo’ com 999, ‘Subcampo’ com 9 e ‘Valor’ com 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.

  • Clique em ‘Salvar’

Para excluir uma condição, apenas deixe um dos campos ‘Campo’, ‘Subcampo’ ou ‘Valor em branco e ‘Salvar’.

Nota

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’.

E é case sensitivo: um registro tem 999$9 = ‘xxx’ não será equivalente a um conjunto que tem a condição 999$9 =’XXX’.

Criar conjuntos

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.

Campos de pesquisa de exemplar

From here you can add custom search fields to the item search option in the staff client.

image1205

To add a new search term simply click the ‘New search field’ button

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  • Nome é o campo que será utilizado para identificar o termo de pesquisa

  • Rótulo é o que vai aparecer na página de pesquisa de exemplares

  • Campo MARC permite escolher qual o campo que será utilizado na pesquisa

  • Subcampo MARC é o subcampo que será utilizado na pesquisa

  • Categoria de valor autorizado pode ser usada para tornar este campo de pesquisa numa lista em vez de um campo de texto livre

Assim que o novo campo for adicionada ficará visível no topo desta página e na página de pesquisa de exemplares

image1207

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.

Aquisições

O módulo de Aquisições do Koha fornece uma forma para os técnicos registrarem encomendas a fornecedores e gerir os orçamentos.

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

Moedas e câmbios

Se você fez pedidos a partir de diferentes países, você pode definir as unidades monetárias, assim o módulo de aquisições calculará adequadamente os totais.

  • Get there: More > Administration > Acquisitions > Currencies and exchange rates

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Nota

This data is not automatically updated, so be sure to keep it up to date so that your accounting is kept correct.

Nota

  • You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: currency).

O código ISO inserido será utilizado quando houver importação de arquivos MARC através das ferramentas de importação de registros. A ferramenta tentará encontrar e utilizar o preço na moeda corrente.

A unidade monetária ativa é a principal unidade utilizada na sua biblioteca. Sua unidade monetária ativa terá uma seleção na coluna ‘Ativa’. Se você não possui uma unidade monetária ativa você verá uma mensagem de erro pedindo que você defina uma delas como ‘Ativa’.

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Orçamentos

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 Fundos for different areas of the library (ex. Books, Audio, etc).

  • Get there: More > Administration > Acquisitions > Budgets

Na tela principal de administração do orçamento, você verá duas abas: uma para orçamentos ativos, outra para os inativos.

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Adding budgets

Budgets can either be created from scratch, by duplicating the previous year’s budget or by closing a previous year’s budget.

Add a new budget

If you haven’t used Koha before for acquisitions then you’ll need to start fresh with a new budget. To add a new budget click the ‘New budget’ button.

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  • Escolher o período de tempo do orçamento, sendo um ano acadêmico, ou fiscal, ou um semestre, etc.

  • The description should be something that will help you identify the budget when ordering

  • Na caixa de montante não use qualquer símbolo, apenas insira o montante do orçamento com números e decimais.

  • Tornar um orçamento ‘Ativo’ torna-o usável quando se realiza encomendas no módulo de aquisições, mesmo que a encomenda seja colocada depois do termino do orçamento, permitindo guardar encomendas antigas.

  • Locking a budget means that funds will not be able to be modified by librarians

Once you have made your edits, click the ‘Save changes’ button. You will be brought to a list of your existing budgets.

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Duplicate a budget

Para duplicar um orçamento de um ano anterior, carregue na ligação para o nome do orçamento na lista de orçamentos

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On the screen listing the budget breakdown click the ‘Edit’ button at the top and choose to ‘Duplicate budget’

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Você também pode clicar no botão ‘Ações’ a direita do nome do orçamento, na lista de orçamentos, e escolher a opção ‘Duplicar’.

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Você será levado a um formulário no qual é preciso inserir a nova data de início e término e salvar o orçamento.

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Verifique a caixa ” Marcar o orçamento original como inativo ‘ se o orçamento original não deve mais ser usado.

Marque a caixa para ‘Definir todos os fundos a zero ‘ se quiser que o novo orçamento para conter as mesmas estruturas de fundos como o orçamento anterior mas sem atribuições até que você insira manualmente um montante no fundo.

Isto não vai apenas duplicar o orçamento, mas também todos os fundos associados a esse orçamento, para que possa reutilizar orçamentos e fundos ano após ano e para que possa mover encomendas não recebidas e, se desejar, fundos não suspensos de um orçamento antigo para um novo orçamento.

Fechar um orçamento

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.

Encontre o Orçamento anterior com um ordens recebidas sobre os orçamentos ativos ou os orçamentos guia inativo e selecione “Fechar” em “Ações”.

image1209

Nota

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. Budgets without unreceived orders cannot be closed.

Quando terminar, clique em ‘Salvar Alterações’ e você verá seu novo campo.

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Use o ‘Select a budget’ desça para baixo para escolher o novo orçamento para as ordens não recebidas.

Marque a caixa de ‘Move restantes fundos não utilizados ‘ para mover os montantes não utilizados de fundos do orçamento que está sendo fechado para o orçamento selecionado.

Depois de ter feito as suas escolhas , clique no botão ‘ ordens unreceived Move’ . Você será presenteado com uma caixa de diálogo que diz: ” Você escolheu para mover todas as ordens unreceived de ‘ Orçamento X ‘ para ‘ Orçamento Y’ . Essa ação não pode ser revertida. Você deseja continuar?’ Orçamento X é o orçamento a ser fechado e Orçamento Y é o orçamento selecionado.

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Se tudo parece correto , clique em ‘ OK’ e as ordens unreceived e, se selecionado, os fundos não utilizados serão movidos .

Aguarde até aparecer ‘O relatório de transferência dos pedidos não recebidos do orçamento X para o Y’. Deste modo aparecerá uma lista dos número dos pedidos (agrupados por fundos) que foram impactados e detalhes se o pedido não recebido foi transferido ou se houve algum problema na transferência. Por exemplo, se o novo orçamento não possui um fundo com o mesmo nome do orçamento anterior, o pedido não será transferido de um para outro.

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Fundos

  • Get there: More > Administration > Acquisitions > Funds

Adicionar um fundo

Um fundo é adicionado a um orçamento.

Importante

A budget must be defined before a fund can be created.

To add a new fund click the ‘New’ button and then choose which budget you would like to add the fund to.

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No formulário que aparece insira o básico acerca do seu fundo.

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Os três primeiros campos são necessário, o resto é opcional

  • Fund code is a unique identifier for your fund

  • The fund name should be something that librarians will understand

  • Montante deve apenas conter números e decimais, sem outros caracteres.

  • Warning at (%) or Warning at (amount) can be filled in to make Koha warn you before you spend a certain percentage or amount of your budget. This will prevent you from overspending.

  • You can choose to assign this fund to a librarian. Doing so will make it so that only that librarian can make changes to the fund

  • Escolher a biblioteca que usará este fundo

  • Pode restringir quem pode encomendar a partir deste fundo escolhendo ‘dono’, ‘dono e utilizadores’ ou ‘dono, utilizadores e biblioteca’ a partir do menu ‘Restringir acesso’

    image223

    • Importante

      Without an owner, the access restriction will be ignored, be sure to enter an owner as well as choose a restriction

  • As notas são simplesmente para todas as notas descritivas que você pode querer adicionar para que os bibliotecários saber quando usar este fundo

  • Planning categories are used for statistical purposes. If you will be using the Asort1 and/or Asort2 authorised values lists to track your orders you need to select them when setting up the fund. Select the Asort1/Asort2 option from the dropdown lists for the Statiscal 1 done on: and Statistical 2 done on: fields.

  • To learn more about planning categories, check out the Planning category FAQ.

Quando completo, clique no botão para submeter e será mostrada a lista de todos os fundo para o orçamento.

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The monetary columns in the fund table break down as follows:

  1. Base-level allocated is the ‘Amount’ value you defined when creating the fund

  2. Base-level ordered is the ordered amount for this fund (without child funds)

  3. Total ordered is the base-level ordered for this fund and all its child funds

  4. Base-level spent is the spent amount for this fund (without child funds)

  5. Total spent is the base-level spent for this fund and all its child funds

  6. Base-level available is 1 - 2

  7. 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 child fund’ options.

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A child fund simply a sub-fund of the fund listed. 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.

Fundos com fundos dependentes irão mostrar uma pequena seta à esquerda. Clicando-a os fundos dependentes irão aparecer na tabela.

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Budget planning

Na tela de controle dos fundos clique no botão de ‘Planejamento’ e escolha como deseja gastar o orçamento.

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If you choose ‘Plan by MONTHS’ you will see the budgeted amount broken down by months:

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To hide some of the columns you can click the ‘hide’ link to the right (or below as in the screenshot above) the dates. To add more columns you can click the ‘Show a column’ link found below the ‘Fund remaining’ heading.

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A partir daqui você pode planejar o seu orçamento inserindo manualmente os valores ou clicando no botão de auto-preenchimento. Se você optar por preencher automaticamente o formulário, o sistema tentará dividir o montante da melhor maneira possível (pode ser necessário alguns ajustes para dividir os valores de forma mais acurada).

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Uma vez que as alterações sejam feitas, clique no botão ‘Salvar’. Se você gostaria de exportar os seus dados como um arquivo CSV, pode fazer isso inserindo o nome do arquivo no campo ‘Exportar para um arquivo chamado’ e clicando no botão ‘Exportar’.

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Contas EDI

From here you can set up the information needed to connect to your acquisitions vendors.

Nota

Before you begin you will need at least one Vendor set up in Acquisitions.

To add account information click the ‘New account’ button.

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In the form that appears you will want to enter your vendor information.

New account information

Cada fornecedor terá uma conta.

EANs

Um EAN é o identificador que o fornecedor dá à biblioteca para que seja retornado a eles de forma a conhecer a conta a usar na faturação. Um conta EDI pode ter vários EANs.

To add an EAN click the ‘New EAN’ button.

New EAN

In the form that appears enter the information provided by your vendor.

New EAN form

Parâmetros adicionais

  • Get there: More > Administration > Additional parameters

Servidores Z39.50/SRU

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 both bibliographic and/or authority records from that source.

  • Get there: More > Administration > Additional parameters > Z39.50/SRU servers

Koha comes with a default list of Z39.50/SRU targets set up that you can add to, edit or delete

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To find additional Z39.50 targets you use IndexData’s IRSpy: http://irspy.indexdata.com or the Library of Congress’s list of targets http://www.loc.gov/z3950/

Add a Z39.50 target

  • From the main Z39.50 page, click ‘New Z39.50 server’

    image233

    • O ‘Servidor Z39.50’ pode ser preenchido com um nome que irá ajuda-lo e identificar sua fonte (como o nome da biblioteca, por exemplo).

    • ‘Hostname’ é o endereço do servidor Z39.50..

    • ‘Porta’ indica ao Koha de qual porta ele deve aguardar a chegada de resultados da busca no servidor..

    • ‘Usuário’ e ‘Senha’ são requeridos apenas por servidores protegidos por senha.

    • Check the ‘Preselected’ box if you want this target to always be selected by default.

    • ‘Rank’ lets you enter where in the list you’d like this target to appear.

      • Caso permaneça em branco, os servidores ficarão em ordem alfabética.

    • ‘Attributes’ lets you define PQF attributes to be added to all queries.

    • ‘Syntaxe’ é a estrutura MARC que você utiliza.

    • ‘Encoding’ mostra ao sistema como ler caracteres especiais.

    • ‘Timeout’ pode ser útil para servidores que demoram demais. Você pode definir um tempo máximo de espera, assim o sistema não fica eternamente esperando por resultados.

    • ‘Tipo de registro’ permite definir se o registro é bibliográfico ou de autoridade

    • ‘XSLT file(s)’ lets 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: Remova os itens (MARC21/NORMARC)

        • Del995.xsl: Remova os itens (UNIMARC)

        • Del9LinksExcept952.xsl: Remove $9 links. Skip item fields (MARC21/NORMARC)

        • Del9LinksExcept995.xsl: Remove $9 links. Skip item fields (UNIMARC)

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.

Os servidores a seguir foram utilizados com sucesso por outras bibliotecas que utilizam o Koha (nas Américas):

  • 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 catalogue.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 catalogue.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

Servidores Z39.50 sugeridos (Autoridades)

Os servidores a seguir foram utilizados com sucesso por outras bibliotecas que utilizam o Koha (nas Américas):

  • LIBRARIESAUSTRALIA AUTHORITIES z3950-test.librariesaustralia.nla.gov.au:210 Usuário: ANLEZ / Senha: z39.50

  • LIBRARY OF CONGRESS NAME AUTHORITIES lx2.loc.gov:210 NAF

  • LIBRARY OF CONGRESS SUBJECT AUTHORITIES lx2.loc.gov:210 SAF

Add a SRU target

  • From the main Z39.50/SRU page, click ‘New SRU server’

    image234

    • O ‘Servidor Z39.50’ pode ser preenchido com um nome que irá ajuda-lo a identificar sua fonte (como o nome da biblioteca, por exemplo).

    • ‘Hostname’ é o endereço do servidor Z39.50..

    • ‘Porta’ indica ao Koha de qual porta ele deve aguardar a chegada de resultados da busca no servidor..

    • ‘Usuário’ e ‘Senha’ são requeridos apenas por servidores protegidos por senha.

    • Check the ‘Preselected’ box if you want this target to always be selected by default.

    • ‘Rank’ lets you enter where in the list you’d like this target to appear.

      • Caso permaneça em branco, os servidores ficarão em ordem alfabética.

    • ‘Syntaxe’ é a estrutura MARC que você utiliza.

    • ‘Encoding’ mostra ao sistema como ler caracteres especiais.

    • ‘Timeout’ pode ser útil para servidores que demoram demais. Você pode definir um tempo máximo de espera, assim o sistema não fica eternamente esperando por resultados.

    • ‘Additional SRU options’ is where you can enter additional options of the external server here, like sru_version=1.1 or schema=marc21, etc. Note that these options are server dependent.

    • ‘SRU Search field mapping’ lets you add or update the mapping from the available fields on the Koha search form to the specific server dependent index names.

      • Para refinar ainda mais suas pesquisas, você pode adicionar os seguintes nomes de índice para os mapeamentos de campo de busca SRU. Para fazer isso, edite o servidor e clique no botão Modificar próximo a este campo.

        Título

        dc.title

        ISBN

        bath.isbn

        Qualquer

        cql.anywhere

        Autor

        dc.author

        ISSN

        bath.issn

        Assunto

        dc.subject

        ID padrão

        bath.standardIdentifier

        Table: SRU mapping

    • ‘XSLT file(s)’ lets 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: Remova os itens (MARC21/NORMARC)

        • Del995.xsl: Remova os itens (UNIMARC)

        • Del9LinksExcept952.xsl: Remove $9 links. Skip item fields (MARC21/NORMARC)

        • Del9LinksExcept995.xsl: Remove $9 links. Skip item fields (UNIMARC)

Você quis dizer

Get there: More > Administration > Additional parameters > Did you mean?

Koha can offer ‘Did you mean?’ options on searches based on values in your authorities.

Importante

Did you mean? only works in the OPAC at this time. The intranet options are here for future development.

Usando esta página você pode controlar quais opções o Koha dá aos usuários no resultado de busca.

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Habilitando a barra ‘Você quis dizer`nos resultados de pesquisa você precisa marcar quais plugins você deseja usar. Os dois plugins que você pode escolher são:

  • O plugin ExplodedTerms sugere que o usuário tente buscar por termos gerais/específicos/relacionados para uma determinada pesquisa (ex. um usuário pesquisando por “New York (Estado)” pode clicar no link por termos específicos e se ele se interessar por “New York (Cidade)”). Isto só é relevante para bibliotecas com dados de autoridade de hierarquia consolidados.

  • O plugin AuthorityFile busca no arquivo de autoridades e sugere aos usuários os principais registros bibliográficos relacionados as 5 principais autoridades

Se você deseja que um plugin tenha prioridade sobre outro, você precisa simplesmente o arrastar sobre ele.

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If you choose both plugins you will see several options at the top of your search results

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If you choose just the AuthorityFile you’ll see just authorities.

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Table settings

This administration area will help you hide or display columns on fixed tables throughout the staff client and OPAC.

  • Get there: Administration > Additional parameters > Table settings

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Clicando no módulo que você gostaria de editar as tabelas para lhe mostrar as opções disponíveis para você .

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.

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And will see all of the columns when viewing the table on its regular page.

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If columns are hidden they will have checks in the ‘is hidden by default’ column.

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And hidden when you view the table.

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You can also toggle columns using the ‘Columns’ button at the top of the table

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Module

Tabelas

Aquisições

Administração

Authorities

There aren’t any tables that can be configured from the Authorities module.

Catálogo

  • Acquisition details (acquisitiondetails-table)

  • Checkout history (checkoutshistory-table)

  • Holdings/items (holdings_table)

  • Holdings/items from other libraries (otherholdings_table) (when SeparateHoldings is enabled)

Catalogação

Circulação

Course reserves

  • Courses (courses page, course_reserves_table)

  • Reserves (reserves page, course_reserves_table)

Empréstimos entre bibliotecas

Usuários

Point of sale

Tools

OPAC

Reports

Serials

Nota

Patrons in the OPAC can’t change the column visibility. For OPAC tables this feature only allows to control the visibility of columns.

Nota

Any tables with columns listed here also have the option to export to Excel, export to CSV, copy, or print within the table header.

Alarmes de Áudio

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

Each dialog box in Koha has a CSS class assigned to it that can be used as a selector for a sound.

image1213

You can edit the defaults by clicking the ‘Edit’ button to the right of each alert.

image1214

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 checkin 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

Operadores de serviços móveis

Importante

This option will only appear if the SMSSendDriver preference is set to ‘Email’

From here you can enter as many cellular providers as you need to send SMS notices to your patrons using the email protocol.

image1215

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.

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These options will appear in the OPAC for patrons to choose from on the messaging tab if you have EnhancedMessagingPreferences enabled.

image1217

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 that statistics are anonymized and no patron information is shared.

Worldwide statistics can be viewed at https://hea.koha-community.org/

image1479

  • 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

image1426

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.

image1427

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 serial subscriptions or order baskets.

To add a new field, first choose which table you want to add it to.

Click on “Create field”

Fill out the form

Add field form

  • Name: this is the name of the field as you want it to appear.

  • Authorized value category: if you want to add a drop-down 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.

Nota

You can only choose one of the two options (authorized value OR MARC field)

Aviso

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

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

Add field form, filled with Department as the Name, DEPARTMENT as the authorized value category and Searchable is checked

When you are adding a subscription, the field will be in the ‘Additional fields’ section with its authorized values drop-down menu.

Add a new subscription form (2 of 2)

When you view the subscription, the field will appear under ‘Additional fields’.

Subscription details page, Information tab

Because we made the field searchable, it will also be in the serials subscription search.

Serials advanced search form

Example 2: Additional 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’

Add field form, filled with Target audience as the Name, and 521$a as the MARC field

Nota

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’.

Subscription details page, Information tab