Ferramentas

Ferramentas no Koha realizam todos os tipos de ações. Na maioria dos casos os itens listados sob Ferramentas no Koha são referenciados em ‘Relatórios’ em outros sistemas de gerenciamento de bibliotecas.

  • Get there: More > Tools

Leitores e empréstimo

Listas de usuários

  • Get there: More > Tools > Patrons and circulation > Patron lists

Patron lists are a way to store a group of patrons for easy modification via the batch patron modification tool or reporting.

image245

Para criar uma nova lista de usuários, clique no botão ‘Nova lista de usuários’

image246

Enter a list name.

Checking the ‘Shared’ box will make this list visible to all users with the manage_patron_lists permission.

Save the list.

image247

Each list has an ‘Actions’ menu with more list options.

image1218

To add patrons to the list click the ‘Add patrons’ link in the ‘Actions’ menu.

image248

Insira o nome do usuário ou número de carteirinha na caixa de pesquisa e clique no resultado para adicionar o usuário.

Alternatively, you can click on the ‘Enter multiple card numbers’ link and scan (or type in) barcodes in the box.

image249

Once you have all of the patrons you would like to add you can click the ‘Add patrons’ button to save them to the list.

image250

Note

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

Grupos de leitores

  • Get there: More > Tools > Patrons and circulation > Patron clubs

Patron clubs create clubs in which patrons may be enrolled. It is useful for tracking summer reading programs, book clubs and other such clubs.

Important

Staff will need the clubs permissions to edit clubs, templates and enroll patrons. To learn how to set patron permissions, go to the patron permissions section of this manual.

Creating a new club template

Click on the ‘New club template’ button. Here you can add fields that can be filled out at the time a new club is created based on the template, or a new enrollment is created for a given club based on the template.

image1364

The name is required. This could be something like ‘Adult book club’, ‘Children’s book club’ or ‘Summer reading program’. Remember these templates will be starting point for each club you create.

The description can be any additional information.

Allow public enrollment: if this box is checked it will allow patrons to enroll in a club based on this template from the OPAC.

Require valid email address: if this box is checked only patrons with a valid email address can enroll. So they will need a email address to enroll.

The library drop down gives you the flexibility to let staff from specific branches create clubs with this template. If you let it set to blank, staff from any branch will be able to create a new club using this template.

Club fields: these fields will be used when creating a club based on this template. For example, this can be the name of the club, the name of the animator, the theme, etc.

image1365

‘Name’ is the label of the field

‘Description’ is additional information about this field.

You can connect authorized values here.

Enrollment fields: you can add any additional fields you want to have filled out by your patrons when they enroll in a club base on this template.

image1366

‘Name’ is the label of the field

‘Description’ is additional information about this field.

You can connect authorized values here.

Creating a new club based on a template

Click on the ‘New club’ dropdown menu and select the template you want to use. Here you can add information about a new club using a template you created.

image1367

The name is required, this will be the name of the specific club using the template you created. For example, ‘Summer 2018 reading club’.

The description can be any additional information.

Start and End date will depict when this club runs, the entire duration of the club. Once the club expires, enrollment will not be possible.

The library drop down gives you the flexibility to enroll patrons from specific branches. If you let it set to blank, patrons from any branch will be able to enroll.

Enrolling a patron in a club from the staff client

To enroll a patron in a club from the staff client, go to the patron’s account.

On the ‘Details’ page or the ‘Check out’ page, click on the ‘Clubs’ tab. All ongoing clubs will be displayed in this tab.

image1368

Click on the ‘Enroll’ button and fill in the fields.

You can also cancel enrollment by clicking on the cancel enrollment.

Enrolling a patron in a club from the OPAC

If you allow public enrollment, the club will be visible on the OPAC.

Patrons have to sign into their account. In the ‘Your summary’ section, they will be able to click on the ‘Clubs’ tab and enroll.

image1369

Viewing enrollments

You can monitor the enrollments in each club by going to the ‘Patron clubs’ tool page and choosing ‘Enrollment’ from the ‘Actions’ button.

image1370

Placing a hold for a patron club

You can place holds for a patron club - holds are placed for club members in a random order.

To place a hold for a patron club:

  1. Go to the patron clubs tool (‘Home > Tools > Patron clubs’).

  2. Click the ‘Actions’ button for the club and select ‘Search to hold’.

  3. Search for a title and select a record.

  4. Select ‘Place hold for [CLUBNAME]’ from either the action links for the record, or from the ‘Place hold’ action in the menu bar.

  5. The place holds page is displayed and lists the club members.

  6. Click the ‘Place hold’ button.

Result: Holds are placed for all club members.

Comentários

  • Get there: More > Tools > Patrons and circulation > Comments

All comments added by patrons via the OPAC to bibliographic records require moderation by the librarians. If there are comments awaiting moderation they will be listed on the main page of the staff client below the module list:

image251

and next to the Comments tool on the Tools page

image1219

To moderate comments click on the notification on the main dashboard or go directly to the Comments tool and click ‘Approve’ or ‘Delete’ to the right of the comments awaiting moderation.

image252

Se não existir comentário para moderação, você verá uma mensagem dizendo isto

image253

Você também pode rever e desaprovar comentários que aprovados no passado, escolhendo a aba ‘Comentários aprovados’

image254

Importar leitor

  • Get there: More > Tools > Patrons and circulation > Import patrons

A ferramenta de importação de usuários pode ser usada em qualquer momento para adicionar usuários em lote. É usada com maior frequência em universidades e escolas quando tem um novo lote de usuários registrados.

Creating a patron import file

You can download a blank CSV file with a header from the start page of the patron import tool that you can use as a template for your patron import. The header contains all fields that can be used with the patron import tool. You can delete fields and columns you don’t need with the exception of a few mandatory ones. When overlaying, if your new .csv includes blank columns, any existing values in patron records will be overwritten with blanks. It is best to remove any blank columns in a .csv to ensure no existing data is removed.

Important

cardnumber, surname, and all fields you have defined in the BorrowerMandatoryField preference are required and must match valid entries in your database.

Important

A ‘senha’ deve ser armazenada em um texto sem formatação, desta forma ela será convertida para um Bcrypt hash.

Se as passwords já se encontram encriptadas, fale com o administrador do sistema sobre as opções existentes

Important

Date formats should match your system preference, and must be zero-padded, e.g. ‘01/02/2008’. Alternatively you can supply dates in ISO format (e.g. ‘2008-12-01’).

Important

If your data contains special characters or diacritics, make sure your file is encoded in UTF-8. Otherwise, the special characters will not be imported correctly.

Note

If loading patron attributes, the ‘patron_attributes’ field should contain a comma-separated list of attribute types and values.

  • The attribute type code and a colon should precede each value.

    • Por exemplo: “INSTID:12345,BASEBALL:Cubs”

    • Este campo deve ser empacotado entre aspas, se vários valores são definidos.

    • Since values can contain spaces, additional doubled-quotes may be required:

      • “INSTID:12345,BASEBALL:Cubs,””BASEBALL:White Sox””

Note

It’s possible to set restrictions using the patron import tool. If the expiration date and comment match an existing restriction, the one in the import file will be skipped. So a patron import can be repeated multiple times without creating duplicate restrictions. But if one of the criteria is different, a new restriction will be added.

Importing patrons

Once you have created your file, you can use the patron import tool to bring the data into Koha.

  • Choose your CSV file

    image255

  • Choose to match on ‘cardnumber’ or ‘username’ to prevent adding of duplicate card numbers to the system. Additional matchpoints can be set up using patron attributes marked as unique.

    image256

  • Next you can choose default values to apply to all patrons you are importing

    • For example, if you’re importing patrons specific to one branch you can use the field on the import form to apply the branch code to all those you are importing.

  • Finally, you need to decide on what data you want to replace if there are duplicates.

    • Um registro correspondente é encontrado utilizando o campo que você escolheu como critério de correspondência para evitar duplicação

    image257

    • When using patron attributes in your installation, you can choose how they are handled on import. You can either decide to always overlay all patron attributes or you choose to only replace patron attributes included in your import file. This will leave other attributes untouched.

    image1355

Avisos & recibos

  • Get there: More > Tools > Patrons and circulation > Notices & slips

All notices and circulation receipts (or slips) generated by Koha can be customized using the Notices & slips tool. The system comes with several predefined templates that will appear when you first visit this tool.

image258

Note

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

Todos os avisos podem ser editados, mas só alguns podem ser excluídos, isso é para evitar que mensagens de erro do sistema sejam enviadas sem um modelo. As mensagens e comprovantes podem ser editados em cada biblioteca, mas por padrão, você verá os avisos para todas as bibliotecas.

If you have a style you’d like applied to all slips you can point the SlipCSS preference to a stylesheet. The same is true for notices, using the NoticeCSS preference to define a stylesheet.

You will also want to review the Customising notices and slips wiki page for more information on formatting these notices.

Adding notices and slips

Para adicionar um novo aviso

  • Click ‘New notice’

    image259

  • Escolha para qual biblioteca será este recibo

  • Escolha o módulo ao qual este aviso está relacionado

  • O Código é limitado a 20 caracteres

  • Use o nome do campo para expandir seu Código

    • Note

      With overdue notices, be sure to put your branch name in the description as well so that it will be visible when setting up your triggers.

  • Next you can customize the notice for every possible delivery method

    • Todo aviso deve ter um modelo de e-mail configurado

      image1220

    • If you’re using the TalkingTechItivaPhoneNotification service you can set up a Phone notification

      image1221

    • Caso você deseje imprimir este aviso, você poderá configurar um template para impressão a seguir

      image1222

    • If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next

      image1223

  • Each notice offers you the same options

    • If you plan on writing the notice or slip in HTML check the ‘HTML message’ box, otherwise the content will be generated as plain text

    • Message subject is what will appear in the subject line of the email

    • In the message body feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database.

      • Note

        Review the Customising notices and slips wiki page for more information.

      • Important

        Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags. Learn more about the Overdue notice markup

        • On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.

        • The other option, only for overdue notices, is to use the <item></item> tags to span the line so that it will print out multiple lines. One example for the <item></item> tag option is:

          <item>”<<biblio.title>>” by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> , Checkout date: <<issues.issuedate>>, Due date: <<issues.date_due>> Fine: <<items.fine>> </item>

      • Important

        Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>>

      • Note

        To add today’s date you can use the <<today>> syntax

      • Note

        If you don’t want to print the patron’s full name on your slips or notice you can enter data in the Other name or Initials field for each patron and use that value instead.

    • The system preference TranslateNotices will add tabs for each installed language to the notices editor. The notice defined in the ‘Default’ tab will be used if there is no preferred language set for a patron.

      image1335

Preview notice templates

For some notices it is possible to preview the notice template showing how it would look to a specified patron for a particular item or record.

If a notice template is previewable the notice template header will contain a field to enter preview data

image1342

Fill in the necessary information for the template then click the Preview button below the message body. The preview dialog will indicate if there are any problems generating the notice template preview.

Overdue notice markup

When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices. You will also want to review the Customising notices and slips wiki page for information on formatting item information in these notices.

Important

These new tags only work on the overdue notices, not other circulation related notices at this time.

These tags are <item> and </item> which should enclose all fields from the biblio, biblioitems, and items tables.

Um exemplo de utilização dessas tags no template de aviso poderia ser:

The following item(s) is/are currently overdue:

<item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>

O que, assumindo que dois exemplares estão atrasados, resultará em um aviso como:

The following item(s) is/are currently overdue:

"A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
"History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50

Existing notices and slips

Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices & slips tool and their style using the NoticeCSS preference to define a stylesheet. You will also want to review the Customising notices and slips wiki page for information on formatting item information in these notices. Here are some of what those notices do:

  • ACCEPTED

    • This notice is sent when a patron’s suggestion is accepted.

    • Note: If you don’t want to send this notice, just delete it.

  • ACCOUNT_PAYMENT

    • This notice is sent for each payment transaction in a patron’s account if the UseEmailReceipts system preference is set to ‘Send’.

  • ACCOUNT_WRITEOFF

    • This notice is sent for each writeoff transaction in a patron’s account if the UseEmailReceipts system preference is set to ‘Send’.

  • ACCTDETAILS

    • Sent to patrons when their account is set up if the AutoEmailOpacUser preference is set to ‘Send’

    • Important: The notice will only be sent correctly if a username, password and email address is added to the patron record before saving it for the first time. The notice can’t be resend or triggered again after the patron account has been created.

  • ACQCLAIM (Acquisition claim)

    • Used for claiming orders in the aquisitions module

    • ACQCLAIM is the code of the sample notice, but it’s possible to define several notices choosing any code. Only the module ‘Claim aquisition’ will be taken into account. All notices with this module will appear in the pull down on the late orders page.

    • Get there: More > Acquisitions > Late orders

    • This notice is sent if several criteria are met:

      1. The staff patron triggering the email has a valid email address.

      2. The vendor contact marked as ‘Contact about late orders?’ has a valid email address.

  • ACQORDER (Acquisition order)

    • Used in the acquisitions module to send order information to the vendor

    • The notice is triggered manually from the basket summary page using the ‘Email order’ button in the toolbar.

    • This notice is sent if several criteria are met:

      1. The staff patron triggering the email has a valid email address.

      2. The vendor contact marked as ‘Primary acquisitions contact’ and ‘Contact when ordering’ has a valid email address.

  • ACQ_NOTIF_ON_RECEIV

    • Used in the acquisition module to inform patrons on receiving orders they have been added to.

  • AR_CANCELED

    • This notice is sent to the patron when an article request is cancelled by staff.

  • AR_COMPLETED

    • This notice is sent to the patron when an article request is marked as completed by staff.

  • AR_PENDING

    • This notice is sent to the patron when an article request has been made in order to confirm the request.

  • AR_PROCESSING

    • This notice is sent to the patron when an article request is marked as being processed by staff.

  • AVAILABLE

    • This notice is sent to the patron who made a suggestion, when the order created from the suggestion is received.

    • Note: If you don’t want to send this notice, just delete it.

  • CHECKIN

    • Este aviso é enviado para todos os exemplares devolvidos

    • This notice is used if two criteria are met:

      1. The EnhancedMessagingPreferences is set to ‘Allow’

      2. The patron has requested to receive this notice

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Correspondências

  • CHECKOUT

    • Notícias na tela de circulação irão aparecer abaixo dos exemplares que forem emprestados

    • This notice is used if two criteria are met:

      1. The EnhancedMessagingPreferences is set to ‘Allow’

      2. The patron has requested to receive this notice

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Correspondências

  • DISCHARGE

  • This notice is used to generate a PDF to document a successful discharge request

  • The PDF can either be downloaded by the patron from their patron account or from the staff interface when discharging a patron

  • The discharge feature is controlled by the useDischarge system preference.

  • DUE

    • Este aviso é enviado para um exemplar em atraso

    • This notice is used if two criteria are met:

      1. The EnhancedMessagingPreferences is set to ‘Allow’

      2. The patron has requested to receive this notice

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Correspondências

  • DUEDGST

    • Este aviso é utilizado para alertar usuários sobre exemplares em atraso

    • This notice is used if two criteria are met:

      1. The EnhancedMessagingPreferences is set to ‘Allow’

      2. The patron has requested to receive this notice as a digest

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Correspondências

  • HOLD (Hold available for pickup)

    • This notice is used if two criteria are met:

      1. The EnhancedMessagingPreferences is set to ‘Allow’

      2. The patron has requested to receive this notice

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Correspondências

    • Quando este aviso faz alusão à tabela de bibliotecas, ele está se referindo às informações sobre a biblioteca de retirada.

  • HOLDPLACED (a notice to the library staff that a hold has been placed)

    • This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to ‘Enable’

    • Quando este aviso faz alusão à tabela de bibliotecas, ele está se referindo às informações sobre a biblioteca de retirada.

  • MEMBERSHIP_EXPIRY

  • NOTIFY_MANAGER

  • ODUE (Overdue notice)

    • This notice is used to send overdue notices to patrons

    • ODUE is the code of the sample notice, but it’s possible to use any code and define multiple different messages for different patron categories and notice levels

    • Requires that you set Overdue notice/status triggers

  • ORDERED

    • This notice is sent to the patron who made a suggestion, when the ‘from a suggestion’ option is used to create an order from it.

    • Note: If you don’t want to send this notice, just delete it.

  • PASSWORD_RESET

    • This notice is sent when a patron requests a new password from the OPAC in order to validate the email address.

    • The password reset feature is controlled by the OpacResetPassword system preference.

  • PREDUE

    • Este aviso é utilizado para enviar avisos de atraso para os usuários

    • This notice is used if two criteria are met:

      1. The EnhancedMessagingPreferences is set to ‘Allow’

      2. The patron has requested to receive this notice

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Correspondências

  • PREDUEDGST

    • Este aviso é enviado para todos os exemplares em atraso

    • This notice is used if two criteria are met:

      1. The EnhancedMessagingPreferences is set to ‘Allow’

      2. The patron has requested to receive this notice as a digest

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Correspondências

  • REJECTED

    • This notice is sent when a patron’s suggestion is rejected.

    • Note: If you don’t want to send this notice, just delete it.

  • RENEWAL

    • Este aviso é enviado para todos os exemplares renovados

    • This notice is used if three criteria are met:

      1. The EnhancedMessagingPreferences is set to ‘Allow’

      2. The RenewalSendNotice preference is set to ‘Send’

      3. The patron has requested to receive the checkout notice

        • Get there:OPAC > Login > your messaging

        • Get there:Staff client > Patron record > Correspondências

  • SERIAL_ALERT (New serial issue)

    • Notice used in the serials module to notify patrons/staff of new issues of a serial. SERIAL_ALERT (RLIST in older verisons) is provided as a sample notice, but the notice code can be chosen freely as only the module is taken into account. Multiple notices can also be managed.

    • You have the option to select the notice used to inform the patron about a received serial issue for a subscription. Choose from the ‘Patron notification’ drop down.

    • If a notice has been selected for a subscription, patrons can subscribe to the email notification from the subscription tab in the detail view in the OPAC.

    • Note

      Notice also that if you’d like to notify patrons of new serial issues, you can click on ‘define a notice’ which will take you to the ‘Notices’ tool

  • SHARE_ACCEPT

    • Utilizado para notificar um usuário quando outro usuário tiver aceitado sua lista compartilhada.

    • Requires that you set OpacAllowSharingPrivateLists to ‘Allow’

  • SHARE_INVITE

    • Utilizado para notificar um usuário de que outro usuário deseja compartilhar uma lista com ele.

    • Requires that you set OpacAllowSharingPrivateLists to ‘Allow’

  • TO_PROCESS

There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices & slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:

  • AR_SLIP

    • Used to print a slip for an article request

    • The slip or receipt can be printed manually when managing article requests from the staff interface.

    • Get there: Circulation > Article requests > Actions > Print slip

  • ISSUEQSLIP

    • Usado para imprimir um recibo rápido na circulação

    • O recibo rápido apenas inclui itens que foram emprestados hoje

  • ISSUESLIP

    • Usado para imprimir um recibo completo na circulação

    • Notícias na tela de circulação irão aparecer abaixo dos items que forem emprestados

  • HOLD_SLIP

    • Usado para imprimir um recibo de reserva

    • The holds slip is generated when a hold is confirmed and set to waiting.

  • OVERDUE_SLIP

    • Used to print an overdues slip

    • The overdues slip can be generated manually using the ‘print’ menu in the patron account in staff. It will show all items overdue.

  • TRANSFERSLIP

    • Usado para imprimir um recibo de transferência

    • O comprovante de transferência é impresso quando você confirmar uma transferência de uma biblioteca para outra na sua rede

Agendar avisos de atrasos

  • Get there: More > Tools > Patrons and circulation > Overdue notice/status triggers

In order to send the overdue notices that you defined using the Notices & slips tool, you need to first set the triggers to have these messages.

Important

In order to have overdue notices sent to your patrons, you need to set that patron category to require overdue notices.

Important

Depending on the value of your OverdueNoticeCalendar preference the delay may or may not include days the library is closed based on the holiday calendar.

The Overdue notice/status triggers tool gives the librarian the power to send up to three notices to each patron type notifying them of overdue items

image260

  • Atraso é o número de dias após um empréstimo terminar e antes de ativar uma ação.

    • Important

      If you want Koha to trigger an action (send a letter or restrict member), a delay value is required.

  • Para enviar avisos adicionais, clique nos separadores de ‘Terceiro’ e ‘Segundo’ aviso

  • Se você deseja evitar que os usuários façam empréstimos se eles tiverem materiais em atraso, clique na caixa ‘Restringir’. Isto colocará um aviso na tela do registro do usuário no momento do empréstimo informando o funcionário que este usuário não pode realizar empréstimos enquanto não devolver os exemplares em atraso.

    • If you choose to restrict a patron in this way you can also have Koha automatically remove that restriction with the AutoRemoveOverduesRestrictions preference.

  • Next you can choose the delivery method for the overdue notice. You can choose from Email, Phone (if you are using the iTiva Talking Tech service), Print and SMS (if you have set your SMSSendDriver).

Cartões de leitor

  • Get there: More > Tools > Patron card creator

The patron card creator allow you to use layouts and templates which you design to print your custom patron cards on your printer. Here are some of the features of the patron card creator module:

  • Customize patron card layouts with text retrieved from the Koha patron data

  • Design custom card templates for printed patron cards (to match the label sheets)

  • Construir e gerir lotes de carteirinhas de usuário

  • Export (as PDF) single or multiple batches to print

  • Exportar uma ou várias carteirinhas de usuários a partir de um lote

Layouts

  • Get there: More > Tools > Patron card creator > Manage > Layouts

Um esquema define o texto e as imagens que vai ser impressas no cartão e onde devem aparecer.

Note

Up to three lines of text, the patron’s number in barcode representation and up to two images can be printed on to the card.

Add a layout

If you have no layouts defined, you will add a new layout by clicking the ‘New’ button and choosing ‘Layout’.

image1224

You may also choose to press ‘Manage layout’ on the left side. Here you are offered a list of available layouts you can select for editing. But at the top of the page there is still the ‘New layout’ button.

image261

  • O nome do esquema é para seu próprio benefício, por isso, chame-lhe algo que seja fácil de identificar posteriormente

  • O menu Unidades é usado para definir a escala de medição que vai ser usada no perfil.

    image262

    • Note

      A Postscript Point is 1/72”, an Adobe Agate is 1/64”, an Inch is 25.4 SI Millimeters

  • Next, note if this layout is for the front or the back of the patron card

    • Note

      You will need a layout for both the front and back of your card if you have 2-sided library cards, this option doesn’t allow you to print two sided cards, just lets you track which side of the card you’re designing.

  • You have the option of adding up to 3 lines of text to your card. Your text can be static text of your choosing and/or fields from the patron record. If you want to print fields from the patron record you want to put the field names in brackets like so - <firstname>

  • Para cada linha de texto, é possível escolher a fonte, o tamanho e a localização do texto no cartão usando as coordenadas X e Y

  • In order to show the barcode and the patron card number you will need to check the ‘Print card number as barcode’ option. This will turn the patron card number into a barcode. If you want the number to print in human readable format you will need to check the ‘Print card number as text under barcode’ option.

  • Finally you can choose up to two images to print on the card.

    • One can be the patron image which you can resize to meet your needs.

    • The other image can be something like a library logo or symbol that you uploaded using the ‘manage images’ module of the patron card creator Tool.

    Important

    It is the designers responsibility to define textlines, barcode and images such that overlap is avoided.

After saving, your layouts will appear on the ‘Manage layouts’ page.

image263

Templates

  • Get there: More > Tools > Patron card creator > Manage > Card templates

A template describes the arrangement of labels on the label sheet/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. All of the information you will need for setting up a template may be on the packaging, and if not it can usually be found on the vendor’s website or can be measured from a sample sheet.

Add a template

To add a new template click on the ‘New template’ button at the top of your page which brings you to the Edit template form immediately. You may also choose to press ‘Manage templates’ on the left side. Here you are offered a list of available templates you can select for editing. But in the top of the page there is still the ‘New template’ button.

image264

Using the form that appears after pressing either ‘Edit’ or ‘New template’ you can define the template for your sheet of labels or cards.

image265

  • Template ID is simply a system generated unique id

  • Template code should be the name of this template to identify it on a list of templates

  • You can use the template description to add additional information about the template

  • The Units pull down is used to define what measurement scale you’re going to be using for the template.

    image266

    • Note

      A Postscript Point is 1/72”, an Adobe Agate is 1/64”, an Inch is 25.4 SI Millimeters

  • The measurements (page height, page width, card width, card height) may be on the packaging, and if not it can usually be found on the vendor’s website or can be measured from a sample sheet.

  • A profile is a set of “adjustments” applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned).

    • Antes de escolher um perfil Alguns tentam imprimir cartões amostra de modo que você pode facilmente definir um perfil que é direito para sua combinação de impressora / modelo.

    • After finding and documenting any anomalies in the printed document, then you can create a profile and assign it to the template.

    • Important

      Do not specify a profile unless needed, i.e. do not click to define a printer profile. It is not possible to remove a profile from a template but you can switch to another profile.

    • Note

      If you are using different printers you may be required to define several templates that are identical only different profiles are specified.

After saving, your templates will appear on the ‘Manage templates’ page.

image267

Perfis

  • Get there: More > Tools > Patron card creator > Manage > Profiles

A profile is a set of “adjustments” applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer. This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each card, you need to set up a profile for each printer (or even different tray selections on the same printer) to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

Se os cartões estão a imprimir da forma desejada, não precisa de um perfil.

Add a profile

To add a new profile, you want to click on the ‘Profiles’ button at the top of your page and choose ‘New profile’

image268

To add a new profile, you want to click on the ‘New profile’ button at the top of your page. Using the form that appears you can define the values to correct the card misalignments on your label sheet. You may also choose ‘Manage profiles’ on the left side and select one of the currently available profiles for editing.

image269

  • The Printer name and Paper bin do not have to match your printer exactly, they are for your reference so you can remember what printer you have set the profile for.

    • Note

      For example: if you want to use the Printer model number in printer name you can, or you can call it ‘the printer on my desk’

  • Template will be filled in once you have chosen which template to apply the profile to on the template edit form

  • O menu Unidades é usado para definir a escala de medição que vai ser usada no perfil.

    image270

    • Note

      A Postscript Point is 1/72”, an Adobe Agate is 1/64”, an Inch is 25.4 SI Millimeters

  • Offset should be used when the entire image is off center either vertically or horizontally. Creep describes a condition where the distance between the labels changes across the page or up and down the page

    • For offset and creep values, negative numbers move the printed information up and to the left on the printed sheet and positive numbers move down and to the right

    • Example: the text is printed 0 .25” from the left edge of the first label, 0 .28” from the left edge of the second label and 0 .31” from the left edge of the third label. This means the horizontal creep should be set to (minus) -0.03 ” to make up for this difference.

After saving, your profiles will appear on the ‘Manage printer profiles’ page.

image271

Após guardar o seu novo perfil, pode voltar a lista de modelos e editar o modelo para que use o perfil criado.

Lotes

  • Get there: More > Tools > Patron card creator > Manage > Card batches

Um lote é um grupo de usuários para os quais se deseja criar carteirinhas.

Add a batch

To add a new batch, you want to click on the ‘New batches’ button at the top of your page. Choosing the menu item ‘Manage batches’ on the left a list of already defined batches is displayed. In this display you can either select a batch for editing or add a new batch.

image272

For a new batch a message pops up and directs you to select patrons to be processed in this batch.

image1225

After choosing the ‘Add patron(s)’ button the Patron Search window pops up.

image1226

From here you can search for patrons to add to your batch by any part of their name, their category and/or library. Entering * in the search box will display all the patrons.

image1227

From the results you can add patrons to the batch by clicking the ‘Add’ button. After adding patrons from the results you can start over and perform another search or click ‘Close’ at the bottom of the screen to indicate that you are done. You will then be presented with your batch.

image1228 If you are satisfied with your batch you can proceed to export. If you want to correct or even delete that batch the buttons to do so can be found at the top of your screen. You can always come back here through the ‘Manage > Card batches’ button.

If you would like to export all patron cards you can click ‘Export card batch’ otherwise you can choose specific patrons to print cards for by checking the box to the right of their names and then choose ‘Export selected card(s)’ at the top.

The export menu will ask you to choose a template, a layout and starting position (where on the sheet should printing begin).

Note

For the starting position if the first 6 labels have already been used on your sheet you can start printing on label in position 7 on the sheet. The labels are numbered left to right from top to bottom.

image1229

Once you click ‘Export’ you will be presented with a PDF of your labels for printing

image1230

When you open the PDF you will see the cards for printing

image273

The above image shows a layout that is made up of two textlines. The first one is just plain text, the second one is composed of the <firstname> <surname> fields. A patron image is printed (if available) and the barcode of patrons number is displayed in code 39. All this is printed on a template with three columns and 8 rows using position 1-3 here. When printing this PDF please take care that your printer doesn’t rescale the PDF (e.g do not fit to paper size) otherwise the printer will not be able to print to the right place per your templates.

Manage images

  • Get there: More > Tools > Patron card creator > Manage > Images

Images uploaded using this tool will appear on the menu when creating patron card layouts. You are limited in how many images you can upload (not counting patron images) by the ImageLimit system preference.

Important

Imagens precisam ter menos que 500k.

Note

Imagens carregadas com esta ferramenta devem ter no mínimo 300 dpi, a resolução necessária para uma impressão adequada.

No centro da tela há um formulário simples de upload, procure o arquivo em seu computador e dê-lhe um nome para reconhecê-lo mais tarde.

image274

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

image275

E a imagem será listada com as demais no lado direito da página.

image276

Para excluir uma ou mais imagens, clique na caixa de seleção à direita de cada imagem que você deseja apagar e clique no botão ‘Excluir’.

Eliminar/anonimizar leitores em lote

  • Get there: More > Tools > Patrons and circulation > Batch patron deletion/anonymization

Esta ferramenta permite tornar anônimo o histórico de circulação ou excluir registros de usuário em massa. Isso significa que o sistema mantém um registro dos exemplares que foram emprestados, mas não os vincula a um usuário.

Important

Patrons with outstanding fines or items checked out are not saved. They are not completely removed from the system (they are only moved to the delete_borrowers table), but this tool does not provide as many checks as one may desire.

Important

Before using this tool it is recommended that you backup your database. Changes made here are permanent.

Important

The anonymization will fail quietly if AnonymousPatron preference does not contain a valid value.

image277

Para excluir ou tornar anônimos os usuários

  • Check the ‘Verify’ box on the task you would like to complete (delete or anonymize)

  • Digite uma data que seja antes da qual você pretende ajustar os dados.

  • If deleting patrons you can also choose to find patrons who

    • have not borrowed since a specific date

    • have accounts that will expire before a specific date

    • are in a specific patron category

    • are in a patron list

  • Click ‘Seguinte’

  • Uma confirmação aparecerá perguntando se você está ciente do que está fazendo

    image278

  • Clicando em ‘Finalizar’ para com que todos os dados sejam excluídos ou anonimizados

    image279

Edição de usuários em lote

  • Get there: More > Tools > Patrons and circulation > Batch patron modification

With this tool you can make edits to a batch of patron records. Simply load in a file of cardnumbers (one per line), choose from a list of patrons or scan patron card numbers in to the box provided.

image280

Uma vez que subiu um arquivo ou códigos de barras escaneados clique ‘Continuar’. Será apresentado uma lista com usuários e as alterações que você fez.

image281

A esquerda de cada caixa de texto existe uma caixa de marcação. Clicando na caixa de marcação irá limpar os valores deste campo.

Important

If the field is mandatory you will not be able to clear the value in it.

If you have multiple patron attributes you can change them all by using the ‘+ New’ link to the right of the text box. This will allow you to add another attribute value.

image282

Quando você tiver feito todas as alterações, você pode clicar em ‘Salvar’ e o Koha irá apresentá-lo com as alterações feitas nos registros de usuários.

Batch extend due dates

  • Get there: More > Tools > Patrons and circulation > Batch extend due dates

This tool allows you to update due dates in bulk, this can be useful if a library needs to close unexpectedly and cannot accept returns.

Batch extend due dates selection page

  • You can filter the selection of checkouts based on patron category, library or a combination of both. You can select multiple options in the dropdown lists if needed.

  • Next, specify a date range for the current due date of the materials on loan. For example, you may want to extend the due dates for recent checkouts but exclude long overdue loans.

  • Choose to extend the due dates either to a new hard due date or by a number of days. Using the number of days option can prevent large numbers of loans being due on the same date.

  • You can choose whether to preview the results of your selections.

Batch extend due dates preview results page

  • If you preview the results you will see a table which shows you the current due date and the new due date so that you can check your selections. You can untick checkouts if they are incorrect or go back and change your selection.

  • Click on the Modify selected checkouts button to see a confirmation screen showing the checkouts that have been modified.

Nota

Access to this tool requires the Tools permission batch_extend_due_dates.

Moderação de etiquetas

  • Get there: More > Tools > Patrons and circulation > Tags

Depending on your tagging system preferences, librarians may need to approve tags before they are published on the OPAC. This is done via the tag moderation tool. If there are tags awaiting moderation they will be listed on the main staff dashboard under the module labels:

image283

Para moderar as tags visite a ferramentas de Tags. Quando visitar pela primeira vez a ferramenta, será apresentado para você uma lista com tags que estão aguardando aprovação por um bibliotecário

image284

  • Para ver todos os títulos ligados a esta tag, clique na palavra

    image1230

    • From this list of titles you can remove a tag without outright rejecting it from being used in the future by clicking the ‘Remove tag’ button to the right of the title.

  • Para aprovar uma tag, você pode clicar no botão ‘Aprovar’ com o termo, ou marcar todos os termos que você deseja aprovar e clique em ‘Aceitar’ abaixo da tabela.

  • To reject a tag, you can either click the ‘Reject’ button in line with the term, or check all terms you want to reject and click ‘Reject’ below the table.

Assim que um etiqueta for aprovada ou rejeitada será movida para a lista apropriada. Um sumário de todas as etiquetas aparecerá à direita do ecrã.

image285

Even though a tag is approved or rejected, it can still be moved to another list. When viewing approved tags each tag has the option to reject:

image286

To check terms against the approved and rejected lists (and possibly against the dictionary you have assigned for tag moderation) simply enter the term into the search box on the bottom right of the screen to see the status of the term

image287

Finally you can find tags by using the filters on the left.

image288

Carregar fotografias dos leitores

  • Get there: More > Tools > Patrons and circulation > Upload patron images

Patron images can be uploaded in bulk if you are allowing patron images to be attached to patron records. These images can also be used when creating patron cards.

  • Crie um arquivo txt e o nomeie como “DATALINK.TXT” ou “IDLINK.TXT”

  • On each line in the text file enter the patron’s card number followed by comma (or tab) and then the image file name

    image289

    • Assegure-se que o seu arquivo TXT é um arquivo de texto plano e não RTF.

  • Zipar e enviar o arquivo de texto e os arquivos de imagens

  • Go to the Upload patron images tool

    image290

  • Para uma só imagem, selecione o arquivo da imagem e digite o número da carteirinha do usuário

  • Para mais de um arquivo de imagem, escolha upload de arquivo .zip

  • Depois de escolher você receberá uma mensagem de confirmação

    image291

    Important

    Há um limite de 100K para o tamanho da imagem carregada e recomenda-se que a imagem seja de 200x300 pixels, mas as imagens menores funcionarão melhor

Catálogo

Exclusão de itens em lote

  • Get there: More > Tools > Catalog > Batch item deletion

Esta ferramenta permitirá que você exclua um lote de registros de exemplares do Koha.

A partir da ferramenta pode escolher carregar um arquivo com código de barras ou IDs dos documentos, ou então pode ler os itens um a um, na caixa debaixo da ferramenta de carregamento.

image298

Uma vez que subiu um arquivo ou códigos de barras escaneados clique ‘Continuar’.

You will be presented with a confirmation screen. From here you can uncheck the items you don’t want to delete and decide if Koha should delete the bib record if the last item is being deleted before clicking ‘Delete selected items.’ If you’d like you can delete the bibliographic record if you’re deleting the last item by clicking the checkbox next to ‘Delete records if no items remain’.

image299

Se seu arquivo (ou lista de códigos de barra escaneados) tiver mais do que 1000 códigos de barras, o Koha não conseguirá te apresentar uma lista dos itens. Você ainda conseguirá excluí-los, mas não será possível escolher quais itens especificamente deletar ou deletar o registro bibliográfico do item.

image300

Se os itens estiverem emprestados será apresentado um erro após clicar em ‘Excluir itens selecionados’ e os itens não serão excluidos.

image301

Se os itens podem ser excluídos, estes serão excluídos e será apresentada um mensagem com a confirma da operação.

image302

Modificação de itens em lote

  • Get there: More > Tools > Catalog > Batch item modification

Esta ferramenta irá permitir que você modifique um lote de registros de exemplares do Koha.

image1431

From the tool you can choose to upload a file of barcodes or item ids, or you can scan items one by one into the box below the upload tool. You can also decide the items edited should be populated with the default values you have defined in your default framework.

Once you have your file uploaded or the barcodes listed you can click ‘Continue.’

image1432

You will be presented with a summary of the items you want to modify. From here you can uncheck the items you don’t want to modify before making changes in the form below. You can also hide columns you don’t need to see to prevent having to scroll from left to right to see the entire item form. The holds column displays a count of the current holds for the item.

Note

To uncheck all items that are currently checked out you can click the ‘Clear on loan’ link at the top of the form.

Usando o formulário de edição você poderá escolher quais campos você fará a edição. Através da marcação nas caixas de escolha a direita de cada campo você pode limpar o valor em cada registro que estiver modificando.

image295

You can also click the ‘RegEx’ link to change the text field to a regular expression substitution. This is used to change only a part of a text string.

image1481

Quando você tiver feito todas as alterações você pode apresentá-las com os resultados de busca.

image296

Note

You can also edit items on one bibliographic record in a batch by going to the bibliographic record and clicking Edit > Edit items in batch

image297

Exclusão de registros em lote

Esta ferramenta irá levar um lote de número gravados no registros de autoridade ou de registros bibliográficos e permitir que você exclua todos os registros e todos os itens anexados a eles em um lote.

First you need to tell the tool if you’re deleting bibliographic or authority records.

Next, you can:

  • load a file with biblionumbers or authids;

    image1231

  • use a list;

    image1442

  • or enter the list of numbers in the box provided.

    image1443

Once you submit the form you will be presented with a summary of the records you are trying to delete.

image1232

Se um registro não puder ser deletado ele será marcado.

Confira os registros que você deseja excluir e clique no botão ” Excluir registros selecionados ” para concluir o processo.

Edição de registros em lote

  • Get there: More > Tools > Catalog > Batch record modification

This tool will allow you to edit batches of bibliographic and authority records using MARC modification templates. Before visiting this tool you will want to set up at least one MARC modification template.

QUANDO rápido você Clicar em ‘Exportar “Você Será, solicitado tem Escolher o TAMANHO PARA O Exportar arquivo em.

  • Escolher se deseja ou não verificar correspondências entre registros

  • Enter the biblionumbers or authids

    • You can upload a file of these numbers;

      image303

    • You can use a list;

      image1440

    • Or enter the numbers (one per line) in the box provided.

      image1441

  • Finally choose the MARC modification template you’d like to use to edit these records.

Assim que tiver inserido toda a sua informação clique em ‘Continue’

image1233

Você será presenteado com uma lista de registros que serão editados. Ao lado de cada um é uma caixa de seleção para que você pode desmarcar os itens que você preferiria não editar neste momento.

Clicking ‘Preview MARC’ will allow you to see what edits will be made when you finalize the edit.

image1234

Assim que tiver a certeza que tudo está da forma que deseja, pode clicar em ‘Modificar registos selecionados’ e os registos serão modificados.

Modificações automáticas de itens por idade

  • Get there: More > Tools > Catalog > Automatic item modifications by age

This tool allows librarians to update item specific fields when an item reaches a certain age.

Note

Staff need the items_batchmod permission to access this tool

Important

The settings in this tool will be acted upon by the corresponding cron job

If you haven’t created any rules you will see the option to ‘Add rules’ on the Tool page. Click this button to create rules.

image1235

If you have rules already there will be a button that reads ‘Edit rules’. To create a new rule click the ‘Edit rules’ button at the top of the page

image304

You will be brought to a page where you can edit exisitng rules or create a new rule

image305

In the form that appears you can set :

  • the age in days at which the item will update (Age)

  • what criteria is needed to trigger the update (Conditions)

  • what changes are made when the script runs (Substitutions)

image306

Once you’re done you can click the ‘Add this rule’ link and then add additional rules or you can click the ‘Submit these rules’ button to save your changes.

image307

Exporta dados

  • Get there: More > Tools > Catalog > Export data

O Koha traz uma ferramenta que permite exportar em massa os registro bibliográficos e/ou empréstimos. Pode ser usada para enviar os seus registros para outras bibliotecas, organizações ou serviços, ou apenas para cópias de segurança.

Exportar registos bibliográficos

É necessário selecionar os dados que está exportando no topo da tela. Se você está exportando registros bibliográficos com ou sem reservas você precisa clicar na aba ‘Exportar registros bibliográficos’.

  • Preencha o formulário para limitar a exportação a um limite específico (todos os campos são opcionais)

    image308

    • Escolher para limitar a sua exportação por qualquer um ou mais das seguintes opções

      • Limitar a um intervalo de números de registro

      • Limitar a um tipo de documento

        • Important

          This limit will use the type you have defined in the item-level_itypes preference. If you have the item-level_itypes preference set to ‘specific item’ and you have no items attached to a bib record it will not be exported. To get all bib records of a specific type you will need your item-level_itypes preference set to ‘biblio record’.

      • Limite de uma biblioteca ou grupo específico de bibliotecas

        • Important

          This is a filter: if you leave this set to the default (all libraries selected) or select one or more libraries, bib records with no items attached will not be exported. To get bib records with no items you will need to ‘clear all’ (i.e. de-select all libraries).

      • Limitar a um conjunto de cotas

      • Limitar a um intervalo de data de aquisição

    • If you’d like you can load a file of biblionumbers for the records you would like to export. File type needs to be .csv or .txt

      image309

    • De seguida escolha o que não vai exportado

      image310

      • Por padrão todos os exemplares serão exportados excepto se assinalar a caixa ‘Não exportar os exemplares’

      • Para limitar a exportação somente para itens da biblioteca que você está autenticado (se você deixar o campo ‘Biblioteca’ definido para ‘todas ‘) ou para a biblioteca que você selecionou marque a opção ‘Remover itens não-local’

      • Pode também escolher quais os campo que não deseja exportar. Pode ser útil que está a partilhar dados, removendo todos os dados locais antes de enviar os dados para outras bibliotecas

    • Por fim, escolha o tipo e o nome do arquivo

      image311

      • Escolher para exportar os dados em MARC ou MARCXML

      • Selecionar o nome para guardar o arquivo

    • Clicar em ‘Exportar registros bibliográficos’

Exportar registos de autoridade

Escolha no topo da tela quais dados você irá exportar. Se você quiser exportar os registros de autoridade, você precisa clicar na aba ‘Exportar registros de autoridade’.

  • Preencha o formulário para limitar a exportação a um limite específico ou tipo de registro de autoridade (todos os campos são opcionais)

    image312

  • Or you can choose a file of authids to export

image1236

File type needs to be .csv or .txt

  • Next choose fields that you would like to exclude from the export separated by a space (no commas)

    image313

    • Se você quer excluir todos os subcampos do 200 por exemplo, digite 200

    • Se você quer excluir um subcampo específico digite no campo o valor: 100a irá excluir somente o subcampo a do 100

  • Por fim, escolha o tipo e o nome do arquivo

    image314

    • Escolher para exportar os dados em MARC ou MARCXML

    • Selecionar o nome para guardar o arquivo

  • Clicar em ‘Exportar registros de autoridade’

Inventário

  • Get there: More > Tools > Catalog > Inventory

Koha’s Inventory tool can be used in one of three ways:

  1. By creating a shelf list that you can then mark items off on;

  2. By uploading barcodes gathered by a portable scanner;

  3. By comparing barcodes gathered by a portable scanner to a generated shelf list.

Creating a shelf list

If you do not have the ability to use your barcode scanner on the floor of the library, the option available to you is to generate a shelf list based on criteria you enter. You can then print it to use while walking around the library checking your collection or use it directly in Koha on a portable device.

image315

First, choose the criteria for the items you want to print out on a list. All parameters are optional, but if none are selected, the resulting list might be quite large.

  • Library: choose the branch you want to check, as well as if that branch is the home library or the current holding library of the items.

  • Shelving location (items.location) is: you can filter by location.

  • Item callnumber between … and …: you can also limit the list to a specific range of callnumbers.

You can filter even more with item statuses (not for loan status, lost status, withdrawn status or damaged status). Check the boxes next to the statuses you want to include. For example, if you are using the list to shelf read, check only the ‘for loan’ status as the other items probably won’t be on the shelves.

  • Last inventory date: enter a date here to skip items that have been marked as seen recently.

  • Skip items on loan: check this box to filter out loaned items from the list.

  • Export to CSV file: check this box to generate a CSV file for altering in an application on your desktop. If this box is unchecked, the list will be presented on the screen.

Click on ‘Submit’ to generate your shelf list.

image316

Once you have found the items on your shelves, return to this list and check the boxes next to the items you found. Next, click on one of the three buttons to continue:

  • Mark seen and quit: updates the ‘last seen’ date of the checked items to today and returns to the previous screen.

  • Mark seen and continue: updates the ‘last seen’ date of the checked items to today and shows the next page of the list.

  • Continue without marking: doesn’t update any of the items on this page and shows the next page of the list.

Uploading barcodes with a scanner

If you have a portable scanner (or a laptop and USB scanner) you can walk through the library with the scanner in hand and scan barcodes as you come across them (on a laptop, scan the barcodes into a text file or directly into the on screen text box). Once finished you can then upload the text file generated by the scanner to Koha.

image317

Choose the text file and the date you want to mark all items as seen and then scroll to the very bottom and click ‘Submit’. This will update all the items’ ‘last seen’ date to the chosen date. By default, this will also check in the items scanned as it is assumed that they are on the shelf and so not loaned out. If you do not want to check in scanned items, check the ‘Do not check in items scanned during inventory’ before clicking ‘Submit’.

Once you have the updated the last seen date for all items scanned during the inventory it is possible to use reports to identify items that were not scanned and can therefore be assumed missing. There are sample reports you can use on the Koha SQL Reports Library.

Comparing scanned barcodes to a shelf list

Alternatively, you can combine the two methods to automatically compare a list of scanned barcodes with a generated list. First, upload you barcode file and choose the date you want to appear in the items’ ‘last seen’ field. The ‘Compare barcodes list to results’ checkbox should automatically be checked. If you do not want the scanned items to be automatically checked-in if they are checked-out, make sure you check the ‘Do not check in items scanned during inventory’ checkbox. Choose the filters (library, shelving location, callnumbers or statuses) to generate a list with which to compare your barcodes. Click on ‘Submit’.

Note

Depending on the number of barcodes you are comparing, this may take a few minutes. It is not recommended to compare lists of more than 1000 barcodes as this may cause a session timeout.

Once Koha has finished comparing the barcodes file to the generated list, it will return the number of items updated and a list of problematic items.

  • Missing (not scanned): the item is in the generated list but not in the barcodes file.

  • Found in wrong place: the item is in the barcodes list, but not in the generated list.

  • Still checked out: the item is checked out, but is in the generated list. It was not automatically checked in.

  • Barcode not found: the barcode doesn’t exist.

  • Item withdrawn: the item has ‘withdrawn’ status, but it is in the barcodes file.

Etiquetas

  • Get there: More > Tools > Catalog > Label creator

The label creator tool allows you to use layouts and templates which you design to print a nearly unlimited variety of labels including barcodes. Here are some of the features of the label creator tool:

  • Personalizar esquemas das etiquetas

  • Design de rótulos de modelos personalizados para etiquetas impressas

  • Construir e gerir lotes de etiquetas

  • Exportação de lotes únicos ou múltiplos

  • Exportar etiquetas únicas ou múltiplas a partir de um lote

  • Exportação de dados da etiqueta em um dos três formatos:

    • PDF - Etiquetas legíveis por qualquer leitor de PDF padrão, tornando imprimíveis numa impressora

    • CSV - Exportar dados da etiqueta após escolha do esquema aplicado permitindo assim às etiquetas serem importadas noutras aplicações

    • XML - Incluido como alternativa de formato exportado

Templates

  • Get there: More > Tools > Label creator > Manage > Label templates

A template is based on the label/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. These labels will include all of the information you will need for setting up in Koha. This information may be on the packaging, and if not it can usually be found on the vendor’s website.

Add a template

To add a new template, you want to click on the ‘New’ button at the top of the label creator page and choosing ‘Label template’.

image318

Usando o formulário que aparece pode definir o modelo para a sua folha de etiquetas ou cartões.

image319

  • ‘Template ID’ will be automatically generated after saving your template, this is simply a system generated unique id

  • ‘Template code’ should be something you can use to identify your template on a list of templates

  • You can use the ‘Template description’ to add additional information about the template

  • The ‘Units’ pull down is used to define what measurement scale you’re going to be using for the template. This should probably match the unit of measurement used on the template description provided by the product vendor.

    image320

  • The measurements, number of columns and number of rows can be found on the vendor product packaging or website.

    • Page height: height of the page

    • Page width: width of the page

    • Label width: width of the label

      image1485

    • Label height: height of the label

      image1484

    • Top page margin: height between the top of the page and the top of the first row of labels

      image1488

    • Left page margin: width between the left side of the page and the left side of the first column of labels

      image1486

    • Top text margin: height between the top of the label and the top of the first line of text

      image1489

    • Left text margin: width between the left side of the label and the start of the text

      image1487

    • Important

      If you do not supply a left text margin in the template, a 3/16” (13.5 point) left text margin will apply by default.

    • Number of columns: number of columns of labels in a page, or number of labels per row

    • Number of rows: number of rows of labels in a page, or number of labels per column

    • Gap between columns: width between two columns of labels

      image1482

    • Gap between rows: height between two rows of labels

      image1483

  • A profile is a set of “adjustments” applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned).

    • Antes de selecionar um perfil, tente imprimir algumas etiquetas de exemplo. Assim você pode facilmente definir um perfil adequado para sua impressora/template.

    • After finding any anomalies in the printed document, create a profile and assign it to the template.

After saving, your templates will appear on the ‘Manage’ area under ‘Label templates’.

image321

Perfis

  • Get there: More > Tools > Label creator > Manage > Printer profiles

A profile is a set of “adjustments” applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned). This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each label, you need to set up a profile for each printer to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

Se suas etiquetas estiverem sendo impressas como você deseja, não é necessário um perfil.

Add a profile

To add a new profile, you want to click on the ‘New’ button at the top of the label creator tool and choose ‘Printer profile’.

image322

Usando o formulário que aparece pode criar um perfil para corrigir qualquer problema com seu modelo.

image323

  • The ‘Printer name’ and ‘Paper bin’ do not have to match your printer exactly, they are for your reference so you can remember what printer you have set the profile for. So if you want to use the Printer model number in printer name or you can call it ‘the printer on my desk’

  • ‘Template name’ will be filled in once you have chosen which template to apply the profile to on the template edit form

  • The ‘Units’ pull down is used to define what measurement scale you’re going to be using for your profile.

    image320

  • Offset describes what happens when the entire image is off center either vertically or horizontally and creep describes a condition where the distance between the labels changes across the page or up and down the page

    • Para estes valores, os números negativos movem o erro acima e à esquerda e os números positivos movem o erro abaixo e à direita

    • Exemplo: o texto está a 0,55 mm da margem esquerda da primeira etiqueta, 0,57mm da margem esquerda da segunda etiqueta e 0,61mm da margem esquerda da terceira etiqueta. Isto significa que o deslocamento horizantal deve ser ajustado para 0,6mm.

After saving, your profiles will appear on the ‘Manage’ area under ‘Printer profiles’.

image325

Após guardar o seu novo perfil, pode voltar a lista de modelos e editar o modelo para que use o perfil criado.

Layouts

  • Get there: More > Tools > Label creator > Manage > Layouts

Um layout é usado para definir quais campos aparecerão em suas etiquetas.

Add a layout

To add a new layout, you want to click on the ‘New’ button at the top of the Label creator tool and choose ‘Layout’.

image326

Using the form that appears you can decide what appears on your labels.

image327

  • The name of your layout can be anything you’d like to help you identify it later.

  • If this is a barcode label you’ll want to choose the encoding (Code 39 is the most common)

  • O tipo de layout pode ser qualquer combinação de informações bibliográfica e/ou código de barras. Por exemplo, uma etiqueta de lombada conteria apenas informação bibliográfica enquanto a etiqueta utilizada pelos funcionários conteria informação bibliográfica e o código de barras.

    • Biblio: only bibliographic information will appear on the label (e.g. spine labels)

      image1456

    • Barcode/Biblio: the barcode will appear at the top of the label and the bibliographic information undeneath

      image1455

    • Biblio/Barcode: the bibliographic information will appear at the top of the label and the barcode underneath

      image1457

    • Alternating: the bibliographic information will appear on one label, and the barcode on the next label, alternating for each item

      image1453

    • Barcode: only the barcode will appear on the label

      image1454

  • The Bibliographic data to print includes any of the data fields that may be mapped to your MARC frameworks. You can choose from the preset list of fields or you can click on ‘List fields’ and enter your own data. In ‘List fields’, you can specify MARC subfields as a 4-character tag-subfield string, for example 254a for the title field. You can also enclose a whitespace-separated list of fields to concatenate on one line in double quotes, for example “099a 099b” or “itemcallnumber barcode”. The fields available are from the database tables list below. Finally you could add in static text strings in single-quote, for example ‘Some static text here.’

    • You can use the schema viewer (http://schema.koha-community.org) with the following tables to find field names to use:

      • Currently all fields in the following tables are used: items, biblioitems, biblio, branches

        image328

  • Choose if the label maker should print out the guidelines around each label

  • Choose if you’d like Koha to try to split your call numbers (usually used on spine labels)

    Note

    Call number spltting rules are managed under Administration > Classification sources.

  • Choose your text settings such as alignment, font type and size. You can also italicize the title by checking the ‘Oblique title’ box.

After saving, your layouts will appear on the ‘Manage layouts’ page.

image1490

Lotes

  • Get there: More > Tools > Label creator > Manage > Label batches

Batches are made up of the items for which you would like to print labels. Once in this tool you can search for the item records you would like to print out labels for.

Add a batch

Batches can be created in one of two ways. The first is to click the ‘Create label batch’ link on the ‘Staged MARC management’ page:

image329

A outra é escolher por criar um novo lote a partir da ferramenta de criação de etiquetas

image330

You will be brought to an empty batch with a box to scan barcodes or itemnumbers in to and an ‘Add item(s)’ button at the bottom of the page.

image331

You can either scan barcodes in to the box provided and click the ‘Add item(s)’ button or you can click the ‘Add item(s)’ button with the barcodes box empty. Clicking ‘Add item(s)’ with nothing in the barcodes box will open a search window for you to find the items you want to add to the batch.

image332

Nos resultados da busca, clique na caixa de seleção ao lado dos exemplares que você deseja adicionar ao lote e clique em ‘Adicionar selecionados’. Você também pode adicionar os exemplares um a um clicando no link ‘Adicionar’ ao lado de cada exemplar.

image333

Once you have added all of the items click the ‘Done’ button. Click again on the ‘Add item(s)’ button to transfer the items from the barcode box to the batch. The resulting page will list the items you have selected.

image334

To print your labels, click the ‘Export full batch’ button. To print only some of the labels, click the ‘Export selected item(s)’ button. Either way you will be presented with a confirmation screen where you can choose your template and layout. If you’re using a sheet of labels that is not complete, you can enter the starting label (labels are counted horizontally).

image335

Você terá três opções de download: PDF, Excel e CSV.

image336

After saving your file, simply print on the blank labels you have in your library.

Barcode range

  • Get there: More > Tools > Label creator > New > Barcode range

If you want to print your barcode labels in advance, before even cataloging the items, you can choose to add a batch of a range of barcodes.

Click ‘New’ and choose ‘Barcode range’ from the label creator tool.

image1491

Enter the starting and ending barcodes.

Note

The barcode range tool does not accept leading zeroes. If you enter 0001234 the barcode that will be printed will be 1234.

image1492

Click ‘Print range’.

You will be presented with the confirmation screen where you can choose your template and layout and enter the starting label if using an incomplete sheet of labels.

image335

The only download option for barcode ranges is PDF.

Save the file and print it on a blank sheet of labels.

Criar Etiqueta Rápida

  • Get there: More > Tools > Catalog > Quick spine label creator

    Note

    This tool does not use the label layouts or templates, it simply prints a spine label in the first spot on the label sheet.

    • Define the fields you want to print on the spine label in the SpineLabelFormat system preference

    • Formate a impressão da sua etiqueta editando o arquivo spinelabel.css em koha-tmpl/intranet-tmpl/prog/en/css/

Para usar essa ferramenta basta o código de barras para o livro que você gostaria de imprimir a etiqueta de lombada.

image337

Coleções

  • Get there: More > Tools > Catalog > Rotating collections

Rotating collections is a tool for managing collections of materials that frequently get shifted from library to library. It adds the ability to store not only an item’s home library and current location but also information about where it is supposed to be transferred to next to ensure that all items in the collection are sent to the correct library. When an item in a rotating collection is checked in, library staff is notified that the item is part of a rotating collection and which branch it should be sent to if it is not at the correct one.

Important

The AutomaticItemReturn system preference must be set to “Don’t automatically transfer items to their home library when they are returned” for rotating collections to function properly.

  • To create a new rotating collection, click the “New collection” button, fill in the title and description, and click “Submit”. Once submitted you’ll see “Collection name added successfully”; click “Return to rotating collections home” to return to the main Rotating collections management page (or click Rotating collections in the sidebar).

  • To add items to a collection, click “Actions” and choose “Add or remove items” next to the collection’s name in the list of collections. Under “Add or remove items” scan or type in the barcode of the item you wish to add to the collection, and hit enter or click ‘Submit’ if necessary.

  • To remove an item from a collection, either click ‘Remove’ next to the item’s barcode in the list of items within the collection or check the “Remove item from collection” box next to the Barcode text box under “Add or remove items”, and scan or type in the barcode, clicking “Submit” or hitting Enter if necessary. Note: The “Remove item from collection” checkbox will remain checked as long as you are on the “Add or remove items” page, unless you uncheck it, to facilitate quickly removing a number of items at a time by scanning their barcodes.

Transfer a rotating collection

Transferir uma coleção vai:

  • Altere a localização atual dos exemplares nessa coleção para a biblioteca para onde serão transferidos

  • Inicia uma transferência da localização original/localização corrente para a localização original/localização corrente onde estar estar. Quando uma biblioteca recebe uma coleção deve proceder à devolução dos exemplares para terminar a transferência.

Pode transferir uma coleção de uma das seguintes duas formas:

  • From the main Rotating collections page, click on “Actions” and choose “Transfer” next to the title of the collection you wish to transfer; choose the library you wish to transfer the collection to and click “Transfer collection”.

  • Or, from the “add or remove items” page for a collection, you can click the “Transfer” button, choose the library you wish to transfer the collection to and click “Transfer Collection”.

    Important

    Para completar o processo de transferência, a biblioteca que receber a coleção deve devolver todos os exemplares da coleção assim que os receber. Isto vai limpar a transferência para que os exemplares não apareçam marcados como “em trânsito”.

Se um exemplar numa coleção é devolvido numa biblioteca que não a biblioteca para o qual foi transferido, uma notificação irá aparecer a notificar o técnico que esse exemplar é parte de uma coleção, identificando para onde o exemplar deve ser enviado.

image292

Rotação de stock

Stock rotation helps to spread resources more fairly amongst library branches and allows patrons to see a wider range of titles.

Items are popular whilst they are new at a particular branch. However, their use often tails off over time. This tool empowers librarians to automate the movement of items on to another branch before usage declines and thereby extends the items useful life.

Library staff create rotation plans and then assign them to items. A cronjob is then used to cycle these items round the specified libraries on the rotation plan, moving them to the next stage after the prescribed period of time has passed at the current stage.

Email notices may be used to provide the library branches with a list of items to be put in-transit to the next branch and if an item is found to be on loan at the time that it should be transfered then an alert will be displayed when it is next returned.

From the stock rotation tool page you can add new rotation plans and see a summary of your currently configured rotation plans. You can then edit plan details, activate and deactivate plans and manage stages and items on a given rotation plan.

image1381

Note

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

This tool utilises a cron job that must be configured to run on a daily basis.

Editing rota details

image1382

Name: A clear name or code to identify the rota

Cyclical: Denotes whether items remain (No) at the last library on the rotation plan upon reaching the end of the rota or whether they continue (Yes) to rotate, returning back to the first library on the rotation plan once they have completed their alloted time at the last library, indefinitely until manually removed from the rota.

Active: Denotes whether a rota is active and as such whether items on it are rotating. It also governs whether items may be added to and removed from the rota. A rota may be switched between active and inactive at any time allowing for rota maintanence.

Description: One may optionally add an expanded description of the rota for display in summary views.

Managing rota stages

image1383

Stages may be edited, added, removed and re-ordered at any time from this page.

Library: The library the item will be at during this stage

Duration: The amount of time the item should stage at this stage

Managing rota items - Tool view

image1384

Note

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

Items can be added to a rota individually (by barcode) or in bulk (via the upload of a line delimited barcode file) on this page.

You will also be presented with a summary of all items on the rota with their current location and you have the options to immediately progress items, mark items as ‘in demand’ and remove an item from rotation.

In demand: If an item is marked as ‘in demand’ then the duration the item will stay at it’s current stage will be doubled compared to what is set in the rota. This is often used for items that are found to be unexpectedly popular at a particular library.

Managing rota items - Catalog view

image1385

Rotating items may also be managed from the catalog view: When stock rotation is enabled a new menu tab ‘Rota’ will appear on a catalog records detail view.

All attached items will appear in the summary view with their current status in relation to rotas and the option to mark items as ‘in demand’ or immediately progress them. You can also remove items from rotation and add items to rotas here too.

Managing rota items - EDI

Items can be automatically added to rotas at aquisition time by using the LRP (Library Rotation Plan) field in EDI.

Managing rotation notices

Stock rotation can send email notices to branch libraries to aid in selecting the items due for rotation. Branch ‘Reply-to’ addresses will be used in preference to ‘Email’ addresses for the notice recipients.

The contents of the notices can be customised in the normal manor through the notices tool and the relevant notice has the code SR_SLIP.

Permissions

The stock rotation tool uses two distinct permissions:

manage_rotas:

this governs a users ability to create, update and delete a rota.

manate_rota_items:

this governs a users ability to add, remove and progress items on a rota.

Templates MARC de transformação

The MARC modification templates system gives Koha users the power to make alterations to MARC records automatically while staging MARC records for import or making batch record modifications.

Esta ferramenta é útil para alterar registros MARC de diferentes fornecedores/fontes que utilizam seu framework MARC. O sistema permite criar scripts básicos com ações de copiar, mover, adicionar, atualizar e excluir campos.

List of currently available MARC modification templates

Click on ‘New template’ (a template can be made up of one or more actions), enter a name and click ‘Submit’. Optionally, you can decide to copy an existing template by choosing the template to copy in the ‘Duplicate a template’ drop-down menu.

Form for creating a new template

Next you can add actions to the template. Click on ‘New action’. A ‘Add a new action’ box will appear that you can use to specify what exactly you want to do. For example if you’re loading in a batch of files from your EBook vendor you might want to add the biblio item type of EBOOK to the 942$c.

Add a new action box where the following values are chosen: Add new field(s) 942 c with value EBOOK Description: Add the biblio itemtype

  • Choose ‘Add new’

  • Insira o campo 952 e o subcampo c

  • Insira o valor de ‘EBOOK’ (ou o código para ebook que você tenha definido)

  • Insira uma descrição, assim você poderá identificar melhor esta ação posteriormente

  • Click ‘Nova categoria’

    Note

    If you wish to update the values in an existing field choose the option ‘Update existing or add new’. This will update existing values where found and add a new field if one doesn’t exist.

Cada ação pode ter também uma opção condicional para checar o valor ou a existência de outro campo. Por exemplo, se você quiser adicionar o número de chamada ao registro do exemplar caso ele não esteja registrado.

Add a new action form with the following options: Copy first field 090 a to field 952 o if field 952 o doesn't exist Description: Move call number to item record if there isn't one there already

  • Selecione ‘Copiar’

  • Decide if you want to copy the first occurrence or all occurrence of the field

  • Enter the field 090 (or other bibliographic call number field) and subfield a to copy

  • Insira o campo 952 e o subcampo o para copiá-lo para

  • Selecione ‘se’

  • Insira o campo 952 e o subcampo o

  • Selecione “não existente”

  • Insira uma descrição, assim você poderá identificar melhor esta ação posteriormente

  • Click ‘Nova categoria’

The Copy & Move actions also support regular expressions, which can be used to automatically modify field values during the copy/move. An example would be to strip out the ‘$’ character in field 020$c.

Add a new action form with the following options: Copy and replace every field 020 c to field 020 c RegEx s/\$// if field 020 c matches m/^\$// RegEx Description: Remove $ (dollar sign) from 020$c fields

  • Choose ‘Copy and replace’

  • Defina se você deseja copiar apenas a primeira ou todas as ocorrências do campo

  • Insira o campo 020 e o subcampo c para copiá-lo para

  • Insira o campo 020 e o subcampo c para copiá-lo para

  • Check the ‘RegEx’ box and enter your regular expression (in this case s/\$// )

  • Selecione ‘se’

  • Insira o campo 020 e o subcampo c

  • Selecione “encontrados”

  • Check the ‘RegEx’ box and enter your regular expression (in this case m/^\$/ )

  • Insira uma descrição, assim você poderá identificar melhor esta ação posteriormente

  • Click ‘Nova categoria’

    Note

    The value for an update can include variables that change each time the template is used. Currently, the system supports two variables, __BRANCHCODE__ which is replaced with the branchcode of the library currently using the template, and __CURRENTDATE__ which is replaced with the current date in ISO format ( YYYY-MM-DD ).

You could also use regular expressions to add your library’s proxy URL in front of links in your MARC record.

Add a new action form with the following options: Copy and replace all fields 856 u to field 856 u RegEx s/^/http://proxy=/ Description: Add proxy URL

  • Choose ‘Copy and replace’

  • Defina se você deseja copiar apenas a primeira ou todas as ocorrências do campo

  • Enter the field 856 and subfield u to copy

  • Enter the 856 field and u subfield to copy to

  • Check the ‘RegEx’ box and enter your regular expression (in this case s/^/PROXY_URL/ )

  • Insira uma descrição, assim você poderá identificar melhor esta ação posteriormente

  • Click ‘Nova categoria’

When choosing between ‘Copy’ and ‘Copy and replace’ keep the following example in mind:

245 _aThe art of computer programming _cDonald E. Knuth.
300 _aA_exists _bB_exists

If we apply action (a) Copy the whole field 245 to 300, we get:

245 _aThe art of computer programming _cDonald E. Knuth.
300 _aA_exists _bB_exists
300 _aThe art of computer programming _cDonald E. Knuth.

If we apply action (b) Copy the subfield 245$a to 300$a, we get:

245 _aThe art of computer programming _cDonald E. Knuth.
300 _aThe art of computer programming _bB_exists

Quando suas ações forem salvas, você poderá vê-las no topo da tela. Ações podem ser movidas para cima ou para baixo utilizando as setas ao lado delas.

List of all actions in a template

Actions will be done in the order they appear. Depending on your actions the order may be very important. For example you don’t want to delete a field before you copy it to another field. You can use the blue arrows to move actions up or down the list.

  • The up arrow will move the action up one position

  • The up arrow with a line at the top will move the action to the first position

  • The down arrow with a line at the bottom will move the action to the last position

  • The down arrow will move the action down one position

Once your template is saved you will be able to pick it when using the Stage MARC records for import tool or when using the batch record modification tool.

Modify the record using the following template drop-down menu where the option Add Ebook item is being selected

Importação de registos bibliográficos

  • Get there: More > Tools > Catalog > Stage MARC records for import

Esta ferramenta pode ser usada para importar tanto registros bibliográficos quanto de autoridades que estejam salvos no formato MARC. Importar registros para o Koha envolve duas etapas. A primeira é a fase organizar os registros para importação.

  • Primeiro encontra o arquivo MARC no seu computador

    image344

  • Em seguida, serão apresentadas as opções para a concordância de registro e da importação de exemplares

    image345

    • ‘Comments about this file’: enter comments to identify your upload when going to the ‘Manage staged MARC records’ tool

    • ‘Record type’: tell Koha which type of file this is, bibliographic or authority

      image346

    • ‘Character encoding’: choose the character encoding of your file

      image347

    • ‘Format’: choose the MARC format of your file

      image1493

    • ‘Modify record using the following template’: choose if you would like to use a MARC modification template to alter the data you’re about to import

      image348

    • Escolher se deseja ou não verificar correspondências entre registros

      image349

      • ‘Record matching rule’: choose which rules to use to check your catalog if these records already exsit.

        Note

        You can set up record matching rules in the administration area

        image350

        • When using the ISBN matching rule Koha will find only exact matches. If you find that the ISBN match is not working to your satisfaction you can change the AggressiveMatchOnISBN preference to ‘Do’ and then run your import again.

    • ‘Action if matching record found’: choose what to do with matching records if they are found

      • Replace existing record with incoming record: choose this if you are importing more complete records than the ones you currently have, or if you made some changes using an external tool (MarcEdit for example)

      • Add incoming record: this will keep the existing record and add the incoming record, so you may end up with duplicates

      • Ignore incoming record (its items may still be processed): choose this if you do not want to replace existing records

    • ‘Action if no match is found’: choose what to do with records that are unique

      • Add incoming record: choose this if you wish to import records that are not already in your catalog (for example, for new titles)

      • Ignore incoming record: choose this if you don’t want to import records that are not alreay in your catalogue (for example, if you’re only replacing existing records and don’t want to add anything)

    • ‘Check for embedded item record data?’: choose whether or not to import the item data (field 952) found in the MARC records (if the file you’re loading is a bibliographic file)

      image351

      • Always add items: always add items regardless of matching status

      • Add items only if matching bib was found: this will only add items to existing records in your catalog

      • Add items only if no matching bib was found: this will only add items to the new records you’re importing, not the ones that already exist

      • Replace items if a matching bib was found: the match will look at the itemnumbers and barcodes to match on for items and will only replace existing items.

        Note

        Itemnumbers take precendence over barcodes

      • Ignore items: this will not add any items

  • Clicar ‘Preparar para importar’

  • Será presenteado com uma confirmação da importação MARC

    image352

  • To complete the process continue to the Manage staged MARC records tool by clicking on the ‘Manage staged records’ button.

Importação de registos bibliográficos

  • Get there: More > Tools > Catalog > Staged MARC record management

Once you have staged your records for import you can complete the import using this tool.

image353

  • Na lista de registros, selecione o nome do arquivo que pretende terminar de importar

    • Você vai notar que os registros que já foram importados terão esta informação em ‘Status’

  • Um resumo de sua importação aparecerá junto com a opção de mudar as regras de correspondência

    image354

  • Below the summary is the option to import the batch of records using a specific framework

    image355

    • Choosing a framework other than ‘Default’ isn’t necessary, but it’s helpful for running reports and having the right bibliographic level item type selected on import.

  • Below the framework selection there will be a list of the records that will be imported

    image356

    • Rever o sumário antes de completar a importação para ter a certeza que a regra de concordância funcionou e que os regisrtos aparecem como esperado

    • Matches will appear with info under the ‘Match details column’

      image357

      and when clicking the ‘View’ link under ‘Diff’ you can see the difference between versions.

      image358

  • Clicar em ‘Importar para o catálogo’ para completar a importação

    image359

  • Once your import is complete a link to the new records will appear to the right of each title that was imported

  • Você também pode desfazer sua importação clicando no botão ‘Desfazer importação para catálogo’

Records imported using this tool remain in the ‘reservoir’ until they are cleaned. These items will appear when searching the catalog from the Cataloging tool:

image360

Para limpar os itens do ‘reservatório’:

  • Visit the main screen of the manage staged MARC records tool

    image361

  • Para limpar um lote, clique no botão ‘Limpar’ à direita

  • Será mostrada uma mensagem de confirmação

    image362

    • Aceite a exclusão, os registros serão retirados do reservatório e status será alterado para ‘limpo’

Upload local cover image

  • Get there: More > Tools > Catalog > Upload local cover image

This tool allows you to upload cover images for the materials in your catalog.

To access this tool staff need the upload_local_cover_images permission.

For images to show in the staff client and OPAC you need to set LocalCoverImages and OPACLocalCoverImages preferences to ‘Display’.

Images can be uploaded in batches or individually.

Notes

Koha does not have a maximum file size limit for this tool, but the webserver (such as Apache) may limit the maximum size of uploads (talk to your system administrator).

Where there are multiple images for a record they will display left to right (then top to bottom, depending on screen size) in the order they were uploaded. The image on the left (the first one uploaded) is used as a thumbnail cover in search results and on the details page. There is no way to reorder cover images uploaded in this way, so be sure to upload them in the order you’d like them to appear.

image1239

To upload a single image:

  • Go to the tool, click the ‘Browse’ button, and find the image on your local machine.

    image363

  • Click ‘Upload file’.

  • Choose ‘Image file’ under the ‘File type’ section.

  • Digite o biblionumber para o registro que estiver anexando a imagem. Não é o mesmo número ro código de barras, este é um número gerado pelo Koha.

    • Find the biblionumber by looking at the end of the URL in the address bar when on the details page

      image364

    • or by clicking on the MARC tab on the details page in the staff client.

      image365

  • If you would like to replace any other cover images you may have uploaded in the past, check the ‘Replace existing covers’ box under the ‘Options’ section.

  • Click ‘Process images’.

  • You are presented with a summary of the upload and a link to the record you have just added the image to.

To upload a batch of images:

  • Create a folder with the images to upload in it.

  • Create a text file (*.txt) named either datalink.txt or idlink.txt listing the biblionumber followed by the image name for each image, one per line.

    • For example: 4091,image4091.jpg

      image366

  • Create a ZIP file that includes all the images to upload and the text file.

  • Go to the tool, click the ‘Browse’ button, and browse to the ZIP file on your computer.

  • Click ‘Upload file’.

  • Escolha ‘Arquivo Zip’ na seção ‘Tipo de arquivo’

  • If you would like to replace any other cover images you may have uploaded in the past, check the ‘Replace existing covers’ box under the ‘Options’ section.

  • Clique ‘Processar imagens’

  • You are presented with a summary of the upload.

    image367

    Important

    The source image is used to generate a 140 x 200 px thumbnail image and a 600 x 800 px full-size image. The original sized image uploaded is not kept by Koha.

In the staff client the cover images appear on the details page under the ‘Images’ tab in the holdings table at the bottom.

image368

In the OPAC the cover images appear in the ‘Images’ tab, as well as next to the title and on the search results.

To remove a cover image click ‘Delete image’ below the image in the staff client if you have the upload_local_cover_images permission.

Ferramentas adicionais

Calendário

  • Get there: More > Tools > Additional tools > Calendar

Libraries can define library closings and holidays to be used when calculating due dates. You can make use of the calendar by turning on the proper system preferences:

  • useDaysMode: Choose the method for calculating due date - either include days the library is closed in the calculation or don’t include them

  • finesCalendar: This will check the holiday calendar before charging fines

View of the calendar

Adding events

Antes de adicionar eventos, escolha a biblioteca para a qual você gostaria de registrar os fechamentos. Quando adicionar eventos, você será perguntado se gostaria de de aplicar este evento para uma ou todas as bibliotecas. Para adicionar eventos, simplesmente

  • Clicar na data do calendário que deseja aplicar o fecho da biblioteca

    Add new holiday form

  • In the form that appears above the calendar, enter the closing information (for more info on each option click the question mark [?] to the right of the option)

    • A biblioteca vai ser preenchida automaticamente baseada na biblioteca escolhida na lista no topo da página

    • A informação do dia também vai ser automaticamente preenchida de acordo com a data clicada no calendário

      • If this holiday extends on more than one day, enter the end date in ‘To date’

    • In the ‘title’ enter the name of the holiday or the reason for the closing

    • In the ‘description’ enter more information about this holiday

    • De seguida pode escolher se este evento é único ou pode ser repetido.

      • ‘Holiday only on this day’: this is a one day holiday

      • ‘Holiday repeated every same day of the week’: this is a weekly closing (if you’re closed every Sunday, for example)

      • ‘Holiday repeated yearly on the same date’: this is an annual holiday closing (if you’re closed on January 1st each year, for example)

      • ‘Holiday on a range’: this is a holiday that extends on several days

        Note

        Make sure to enter a ‘To Date’ at the top if you choose ‘Holiday on a range’

      • ‘Holiday repeated yearly on a range’: this is a holiday that extends on several days each year (such as summer holidays for schools)

        Note

        Make sure to enter a ‘To Date’ at the top if you choose ‘Holiday repeated yearly on a range’

    • Por fim, decida se o evento deve ser aplicado a todas a bibliotecas ou apenas a seleccionada originalmente

      • Se você preferir inserir todos os feriados e então copiá-los para outra biblioteca de uma só vez, você pode utilizar o menu cópia, abaixo do calendário

        Drop down menu of all libraries from which to choose to which library to copy the holidays

  • Depois de salvar, você verá o evento listado no resumo à direita do calendário

    View of the calendar page showing the calendar and all the programmed holidays

Editing events

Para editar eventos

  • Clicar no evento do calendário que deseja alterar (executar carregando na data do calendário, e não no evento listado no sumário)

    Edit holiday form

  • From this form you can make edits to the holiday or delete the holiday completely.

    • All actions require that you click ‘Save’ before the change will be made.

  • Clicar em eventos repetidos oferece diferentes opções

    Edit holiday form with the option of generating exceptions for repeating holidays

    • In the form above you will note that there is now an option to ‘Generate an exception for this repeated holiday’ and ‘Generate exceptions on a range of dates’ choosing one of these options will allow you to make it so that this date is not closed even though the library is usually closed on this date.

    • All actions require that you click ‘Save’ before the change will be made.

Additional help

Quando adicionar ou editar eventos, pode obter ajuda adicional clicando no sinal mais em azul próximo das várias opções do formulário

Text under "Delete this holiday": "This will delete this holiday rule. If it is a repeatable holiday, this option checks for possible exceptions. If an exception exists, this option will remove the exception and set the date to a regular holiday."

CSV profiles

  • Get there: More > Tools > Additional tools > CSV profiles

CSV profiles are created to define how you would like your cart or list to export.

Add CSV profiles

To add a CSV profile

  • Click on ‘New CSV profile’

    Add new CSV profile form

    • O ‘Nome de perfil’ vai aparecer na lista de exportação quando escolher a opção ‘Donwload’ na sua sacola ou lista

      View of the cart with the Download pull down menu open and "CSV - Record export" is selected

    • The ‘Profile type’ determines what type of fields you plan to use (MARC or SQL) to define your profile

      • If you choose MARC then you will need to enter MARC fields

        Add new CSV profile form filled with MARC information

      • If you choose SQL then you will need to enter SQL database fields

        Add new CSV profile form filled with SQL information

    • The ‘Usage’ field is used to indicate what type of report this CSV profile is used with

    • The ‘Profile description’ is for your own benefit, but will also appear in the OPAC when patrons download content, so make sure it’s clear for your patrons as well

    • O ‘Separador CSV’ é o caracter usado para separar valores e grupos de valores

      Note

      O opção mais comum aqui é a virgula porque a maioria das aplicações de tabela abrem arquivos separando por virgulas.

    • The ‘Field separator’ is the character used to separate duplicate fields

      • Exemplo: Você pode ter mais de um campo 650 e este caractere é que irá aparecer entre cada campo na coluna

        CSV file opened in a spreadsheet software where we can see the pipes separating subject headings when there are more than one

    • The ‘Subfield separator’ is the character used to separate duplicate subfields

      • Exemplo: Você pode ter múltiplos subcampos $a em um campo

    • O campo ‘Codificação’ permite que você defina a codificação usada para salvar o arquivo

    • The ‘Only available on the staff interface’ checkbox (only for MARC profile types) lets you limit this CSV profile to staff interface only, meaning patrons will not be able to use this profile to export their cart or lists from the OPAC

    • Finally format your CSV file using the ‘Profile MARC fields’ or ‘Profile SQL fields’ box

      • Define which fields or subfields you want to export, separated by pipes. Example : 200|210$a|301 for MARC or biblio.title|biblio.author for SQL

      • Note

        You can also use your own headers (instead of the ones from Koha) by prefixing the field number with a header, followed by the equal sign. Example: Personal name=100|title=245$a|300

When you have entered in all of the information for your profile, simply click ‘Submit’ and you will be presented with a confirmation that your profile has been saved.

Blue box with the confirmation message "CSV profile added successfully."

Modify CSV profiles

Once you have created at least one CSV profile an ‘Edit profile’ tab will appear next to the ‘New profile’ button.

image381

  • Selecionar o perfil que deseja editar e alterar os campos necessários.

  • Depois de enviar suas alterações lhe será apresentado uma mensagem de confirmação no topo da tela

    image382

  • Para excluir um perfil, marque a opção ‘Apagar perfil selecionado’ antes de clicar em ‘Enviar consulta’

    image383

Using CSV profiles

Your CSV profiles will appear on the export list or cart menu under the ‘Download’ button in both the staff client and the OPAC

image384

Log viewer

  • Get there: More > Tools > Additional tools > Log viewer

Actions within the Koha system are tracked in log files. Your system preferences can be changed to prevent the logging of different actions. These logs can be viewed using the log viewer.

image385

Escolher diferentes combinações do menu fará com quem seja produzido log para este pedido.

A query for all logs related to the Circulation module produces a result image386

Note

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

Notícias

  • Get there: More > Tools > Additional tools > News

Koha’s news module allows librarians to post content and news to the OPAC, staff interface and circulation receipts.

News tool main page

To add news to either the OPAC, the staff interface or a circulation receipt:

  • Click ‘New entry’

    New entry form

    • Under ‘Display location’ choose where to put the news

      Drop-down menu of display locations

      • Librarian interface: content will appear on the staff interface main page

        News blocks on the staff interface's main page

      • Slip: content will appear on the circulation receipts

        Issue slip with news at the bottom

        Note

        This can be activated or deactivated in the Notices & slips tool

      • For each language your OPAC is available in, you can set up news or content blocks.

        The following image shows where each block is displayed on the OPAC’s main page

        View of the main page of the OPAC with each customizable section highlighted

        Note

        OpacNav and OpacNavBottom are system preferences and the Quote of the day feature is found in the tools module. The rest of the customizable blocks are managed in the news tool.

        • OPAC news: content will appear in the top middle part of the OPAC page

          • Below the news in the OPAC there will be an RSS icon allowing you and your users to subscribe to library news

            View of a news item on the OPAC with an RSS icon next to the text 'RSS feed for system-wide library news'

          • You can allow your users to choose to see branch-specific news with the OpacNewsLibrarySelect system preference

        • OpacNavRight: content will appear on the right side of the OPAC page

        • opacheader: content will appear at the top of the OPAC page

        • OpacCustomSearch: content will replace the simple search bar at the top of the page

        • OpacMainUserBlock: content will appear in the middle of the OPAC’s main page

        • opaccredits: content will appear at the bottom of the page

        • OpacLoginInstructions: content will appear under the login box on the OPAC’s main page

    • Choose the library this news item will show for

    • Escolher um título para a entrada

    • Usando os campos da data de publicação e expiração pode controlar o tempo que o item aparece

      • Examples: (these assume today’s date as 7 May 2019)

        • Publish on current date: set publication date as 7 May 2019

        • Schedule for publishing in future: set date later than 7 May 2019

        • Backdate the news item: set date earlier than 7 May 2019

    • ‘Aparecer na posição’ permite que você decida qual a ordem que suas novas notícias aparecem

    • The ‘News’ box is the content of your news item

      Note

      You can choose which type of editor to use here (either a text editor or a WYSIWYG (what you see is what you get) editor) with the NewsToolEditor system preference.

  • Após verificar os registros importados, clique em ‘Concluir a importação’

Depending on your choice for the NewsAuthorDisplay system preference you will also see the person who created the news item (this uses the logged in person)

Task scheduler

  • Get there: More > Tools > Additional tools > Task scheduler

A calendarização de tarefas é uma forma de calendarizar relatórios sempre que desejar.

To schedule a task, visit the task scheduler and fill in the form

image392

  • Hora Atual do Servidor exibe o horário em seu servidor (Agende seus relatórios a serem executados de acordo com este horário - não seu horário local)

  • A hora deve ser inserida como hh:mm (2 dígitos para as horas, 2 dígitos para os minutos)

  • Data deve ser escolhida usando o calendário de pop-up

  • Escolhe da lista os relatório que pretende agendar

  • Escolher se deseja receber o texto ou um link para os resultados

  • No campo de Email insira o email da pessoa para a qual deseja enviar o relatório

Abaixo do agendador de tarefas existe uma lista com os relatórios agendados

image393

Você pode também calendarizar relatórios diretamente da lista de relatórios guardados usando o link respectivo

image394

Solução de problemas

Calendarização de tarefas não funciona se o usuário onde o servidor web é executado não tem a permissão para usá-lo. Para descobrir se o usuário tem as permissões necessárias, verifique o arquivo /etc/at.allow para ver quais usuários. Se você não tem esse arquivo, verifique /etc/at.deny. Se o arquivo at.deny estiver em branco, qualquer usuário pode utilizá-lo. Fale com o seu administrador do sistema sobre como adicionar o usuário no lugar certo para fazer funcionar o calendarização de tarefas.

Edit quotes for QOTD feature

  • Get there: More > Tools > Additional Tools > Edit quotes for QOTD feature

This tool will allow you to add and edit quotes to show on the OPAC or the staff interface.

Main page of the quote of the day editor

To turn this feature on set the QuoteOfTheDay system preference to either ‘OPAC’, ‘staff interface’, or both, and add at least one quote using this tool.

In the OPAC, the quotes will appear above the ‘OpacMainUserBlock’ news block.

View of the main page of the OPAC, customized, and with each section highlighted and labeled

In the staff interface, the quotes will appear under the news on the left side.

A quote of the day block under the news blocks on the main page of the staff interface

Add a quote

To add a quote:

  • Clique em ‘Adicionar citação’ na barra de ferramentas e uma citação em branco será adicionada no final da lista atual de citações.

    Add quote, delete quote(s), and import quotes buttons

    Important

    Ambos os campos ‘Fonte’ e ‘Texto’ devem ser preenchidos para que seja possível guardar uma nova frase.

    New line at the bottom of the quotes table to add a new quote

  • When finished filling in both fields, press the <Enter> key on your keyboard to save the new quote.

  • The list will update and the new quote should now be visible in the list.

    Note

    You may cancel the addition of a new quote any time prior to saving it simply by pressing the <Esc> key on your keyboard.

Import quotes

You can import a batch of quotes as a CSV file. Your file must contain two columns in the form: “source”,”text” with no header row.

Note

Será mostrada uma mensagem de confirmação para o carregamento de arquivos maiores que 512KB.

  • To start the import process click the ‘Import quotes’ button at the top of the screen

    Add quote, delete quote(s), and import quotes buttons

  • Once on the import quotes screen you can browse your computer for the file you would like to import

    Quote uploader screen

  • Após selecionar o arquivo CSV, clique no botão ‘Abrir’ e o arquivo será enviado para uma tabela temporária de edição.

    Preview of the imported quotes

  • From the listing you can edit either the ‘Source’ or ‘Text’ fields by clicking on the desired field. When you are finished editing a field, press the <Enter> key on your keyboard to save the changes.

    Clicking on the source will make it into an editable text field

  • You can also delete quotes from this listing before completing the import.

    • Selecione citação(ões) que você deseja excluir clicando no id da citação correspondente.

      Save quotes, delete quote(s), and cancel import buttons

    • Quando terminar a seleção, clique na chave ‘Excluir citações’.

      |image404|

    • Será mostrada uma mensagem de confirmação da exclusão.

      Pop up modal with the text 'Are you sure you wish to delete quote(s) 2, 4, 6?'

    • Após confirmar a exclusão, a lista será atualizada e a citação não irá mais ser exibida.

  • Once you are satisfied with the quotes, click the ‘Save quotes’ button in the toolbar at the top and the quotes will be saved.

    |image404|

Edit or delete a quote

Uma vez que as citações subirem para a tabela de edição, você pode editar a fonte e o texto da citação.

  • Edite os campos ‘Fonte’ ou ‘Texto’ clicando no campo desejado.

    Clicking on the source will make it into an editable text field

  • When you are finished editing a field, press the <Enter> key on your keyboard to save the changes.

A lista será atualizada, as edições salvas, e visíveis.

If you’d like you can also delete quote(s).

  • Selecione citação(ões) que você deseja excluir clicando no id da citação correspondente.

  • Once quote selection is finished, simply click the ‘Delete quote(s)’ button.

  • Será mostrada uma mensagem de confirmação da exclusão.

  • Após confirmar a exclusão, a lista será atualizada e a citação não irá mais ser exibida.

Upload

  • Get there: More > Tools > Additional Tools > Upload

This tool will allow you to upload files to your Koha system for selection from the Cataloging form.

Upload Files

When you first visit the Upload tool you might see a warning about missing a category.

image1242

Categories are defined in the authorized value in the UPLOAD category. If you do not have upload categories then your files will be temporary and will be deleted the next time the server is rebooted. Once you have a value in the UPLOAD authorized value category you will see a Category pull down below the ‘Browse’ button.

image1243

Browse your computer a file, choose a category and decide if the public will be able to download this file via the OPAC. Once your file is uploaded you will be presented with a confirmation.

image1244

Search files

All uploaded files are searchable from below the upload form. Using the form you can search any part of the filename and/or the Hashvalue.Search uploaded files

You will be presented with the results of your search.

image1245

Aceder a ficheiros

  • Get there: More > Tools > Additional Tools > Access files

This option allows access to files stored on the server from the staff interface. The directories where the files are stored need to be defined in the koha-conf.xml file. In order to be able to access the tool, a staff patron requires the superlibrarian or access_files patron permission

image1340

Cashup registers

  • Get there: More > Tools > Additional tools > Cashup registers

OPAC problem reports

  • Get there: More > Tools > Additional tools > OPAC problem reports

This tool is used to manage the problem reports sent by patrons via the OPAC.

Note

This tool only appears if you have enabled the OpacReportProblem system preference.

From this tool, you will see all the problems that were reported by patrons on the OPAC.

Table of problem reports submitted by patrons

From the ‘Actions’ column, you can

  • ‘Mark viewed’: mark this problem report as viewed, this will change the status of the problem report to ‘Viewed’

  • ‘Mark closed’: close this problem report, this will change the status of the problem report to ‘Closed’

  • ‘Mark new’: mark this problem as new (i.e. not viewed), this will revert the status back to ‘New’.

You can also batch change statuses by checking the boxes next to the problem reports you want to change and use the bottons at the top of the page.