Administración

Basic parameters

Ir a: Más > Administración

Importante

Configure todos los “parámetros” en el orden que aparecen.

Bibliotecas

Al configurar su sistema Koha tendrá que completar la información para cada biblioteca que va a compartir su sistema. Estos datos son utilizados en diversas áreas de Koha.

  • Get there: More > Administration > Basic Parameters > Libraries

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

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Nota

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

Adding a library

Agregar una nueva biblioteca

  • Click “New library”

  • La parte superior del formulario solicita información básica sobre la biblioteca

    image124

    • El código de la biblioteca debe contener 10 o menos caracteres, sin blancos. Este código se utiliza como un identificador único en la base de datos.

    • El nombre se mostrará en el OPAC siempre que el nombre de la biblioteca se muestre al público y debe ser un nombre que tenga sentido para sus usuarios.

  • A continuación, puede introducir la información de contacto básica acerca de la sucursal

    image125

    • Los campos de dirección y contacto se pueden usar para poner notas personalizadas para cada biblioteca

    • El campo de dirección de correo electrónico no es obligatorio, pero debería ser cumplimentado para todas las bibliotecas del sistema

      • Importante

        Asegúrese de ingresar la dirección de email de la biblioteca para asegurarse que los avisos se envían hacia y desde la dirección correcta

    • If you’d like you can enter a different “Reply-To” email address. This is the email address that all replies will go to.

      • Nota

        If you do not fill in this value Koha will use the address in the ReplytoDefault preference

    • If you’d like you can also enter a different “Return-Path” email address. This is the email address that all bounced messages will go to.

      • Nota

        If you do not fill in this value Koha will use the address in the ReturnpathDefault preference

    • Si el campo URL se cumplimenta entonces el nombre de la biblioteca aparecerá enlazado cuando en el OPAC se muestre la tabla de ejemplares

      image126

    • The OPAC info box is for you to put information about the library that will appear in the OPAC when the library name is moused over in the holdings table

      image127

    • IP does not have be filled in unless you plan on limiting access to your staff client to a specific IP Address

      • Importante

        An IP address is required if you have enabled AutoLocation

    • If this library has a specific MARC organization code, you can enter it here. If left blank, the code entered in the MARCOrgCode preference will be used for this library.

    • If you have any notes you can put them here. These will not show in the OPAC

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

    Nota

    De los campos de la lista, sólo “Código de biblioteca” y “Nombre” son obligatorios

Editing/deleting a library

Usted no podrá borrar bibliotecas que tengan usuarios o ítems asociados a ellas.

image128

Cada biblioteca tiene un botón “Editar” a su derecha. Haga clic en este enlace para editar/alterar los detalles asociados con esa biblioteca.

Importante

Usted no podrá editar el “Código de Biblioteca”

Library groups

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

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

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

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Agregando un grupo

Click the “Add Group” button at the top of the screen

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

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

    Nota

    This can be overriden with the user permission view_borrower_infos_ from_any_libraries.

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

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

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

Adding a library to a group

Click on the “Add library” button next to the group to add a library to this group. You will be presented with a list of the libraries that are not already in the group.

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Adding a sub-group

If your system is very large, you can create sub-groups. Click on the “Actions” button next to the group and select the “Add a sub-group” option. Fill in the title and the description (optional) of the sub-group. The features will be inherited from the parent group.

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Deleting a group

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

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Circulation desks

Koha allows you to define several circulation desks within a single library. For example, if you have an adult circulation desk and a children’s circulation desk, or if you have a different desk for each floor or each department.

Make sure to enable the UseCirculationDesks system preference to use this fuctionality.

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

Adding circulation desks

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

image1477

  • In the “Desk” field, enter a name for your desk.

  • Choose the library in which this desk is.

  • Click “Sumbit”.

Editing a circulation desk

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

image1478

From there, you can change the name and/or the library of the desk.

Deleting a circulation desk

To delete an existing circulation desk, click on the “Delete” button to the right of the desk to remove.

Item types

El Koha le permite organizar su colección por tipos de ítem y por códigos de colección.

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

Los tipos de ítems típicamente se refieren al tipo de material (libros, CD, DVD, etc,), pero se pueden utilizar en la forma más conveniente para su biblioteca.

Item types table

Nota

  • You can customize the columns of this table in the “Table settings” section of the Administration module (table id: table_item_type).

Adding item types

To add a new item type, simply click the “New item type” button at the top of the Item types page.

Add new item type form

  • In the “Item type” field, enter a short code for your item type (maximum of 10 characters)

  • The the “Parent item type” field, you can choose an item type that will act as a parent category for this item type. You can then define circulation rules based on those parent item types.

    • For example, you could have DVD and Blu-ray item types, and the DVD would be the parent of the Blu-ray item type.

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

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

      Creating a circulation rule for a parent item type

  • The description is the plain text definition of the item type (for those with multiple languages installed you can translate the item type description in to all of those languages using the “Translate in to other languages” link)

  • Item types can be grouped together for searching at the same time. For example you can put DVDs and Blu-rays in to a group called Movie and then they can be searched together. These groups are defined in the ITEMTYPECAT authorized value category.

  • Puede optar por tener una imagen asociada con el tipo de ítem

    • Usted puede elegir entre una serie de colecciones de imágenes

    • Usted pueda enlazar a una imagen remota

    • O simplemente no hay una imagen asociada con el tipo de ítem

      Importante

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

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

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

  • For items that you are suppressing from the OPAC you can hide their item type from being searched in the OPAC

    Note This will not prevent those items to appear in search results, it will simply remove the item type from the advanced search form.

    If you want to completely hide items from a certain item type, let’s say that you have a professional library with books reserved for staff and you don’t want those to appear in the OPAC, use the OpacHiddenItems system preference.

  • Para los ítems que no circulan, marque la casilla “No para préstamo”

    • Los ítems marcados “No para préstamo” aparecerán en el catálogo, pero no pueden ser prestados a usuarios

  • For items that you charge a rental fee for, there are several ways that rental fees can be charged to a patron by item type. A flat rental charge (process fee) or a daily/hourly rental charge.

    • For items that a library would charge a flat rental charge (process fee) for, enter the total fee you charge in the ‘Rental charge’ field. This will charge the patron on checkout (and renewal).

    • For items that a rental charge will be charged by the number of days the item is checked out for, enter the daily fee in the “Daily rental charge”. This will be charged to the patron upon checkout - the cost per day and how many days this item can be checked out to the patron. This daily rental charge will also be applied if/when a renewal occurs.

      • Check the “Daily rentals use calendar”, to exclude holidays from the the rental fee calculation.

    • For items that are loaned out hourly, enter the cost per hour in “Hourly rental charge”. Again, the total (hourly cost * number of hours loaned) will be charged to the patron upon checkout and renewal.

      • Check the “Hourly rentals use calendar”, to exclude holidays from the the rental fee calculation.

    • Each amount will charge the patron on checkout.

      Importante

      No introduzca símbolos en este campo, sólo números y puntos decimales (por ejemplo, €5,00 se debe introducir como 5 o 5.00)

  • You can add a default replacement cost for this type of item. This is the amount that will be charged to the patron when lost if the item doesn’t have a replacement cost. If the item has a replacement cost, that is the amount that will be charged to the patron.

    Importante

    No introduzca símbolos en este campo, sólo números y puntos decimales (por ejemplo, €5,00 se debe introducir como 5 o 5.00)

  • You can also add a processing fee that will be added to the replacement cost.

    Importante

    No introduzca símbolos en este campo, sólo números y puntos decimales (por ejemplo, €5,00 se debe introducir como 5 o 5.00)

  • If you would like a message or alert to appear when items of this type are checked in you can enter that in the “Checkin message” box

    'Checkin message' field in the new item type form

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

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

      and an alert is yellow.

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

  • Some SIP devices need you to use a SIP-specific media type instead of Koha’s item type (usually lockers and sorters need this media type). If you use a device like this you’ll want to enter the SIP media type.

  • If this item type is only to be used in certain libraries, you can select them here. Select “All libraries” if this item type is used across the library system.

    Nota

    If this is left blank, “All libraries” is assumed.

    Nota

    To select more than one library, hold the “Ctrl” key while selecting the libraries.

  • When finished, click “Save changes”

    Nota

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

  • Su nuevo tipo de ítem aparecerá ahora en la lista

    Item types table with the item type 'book'

Editing item types

Each item type has an Edit button beside it. To edit an item simply click the “Edit” button.

Importante

You will not be able to edit the code you assigned as the “Item type” but you will be able to edit the description for the item.

Deleting item types

Each item has a Delete button beside it. To delete an item type, simply click the “Delete” button.

Importante

Usted no podrá borrar tipos de ítems que estén siendo usados por ítems dentro de su sistema.

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Authorized values

Authorized values can be used in several areas of Koha. They are lists of controlled terms, phrases or codes.

For example, one reason you would add an authorized value category would be to control the values that can be entered into MARC fields by catalogers.

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

Existing authorized values categories

Koha installs with pre-defined authorized values categories that your library is likely to use or that are used by the system.

  • Asort1

    • Used for acquisitions statistical purposes. You can use this as statistical categories when creating a fund in acquisitions.

  • Asort2

    • Used for acquisitions statistical purposes. You can use this as statistical categories when creating a fund in acquisitions.

  • BOR_NOTES

    • Values for pre-defined patron messages that appear on the circulation screen and the patron’s account on the OPAC. Write the message you want to appear in the Description field. Note that this field is limited to 200 characters.

      Screen capture of an authorized value for the BOR\_NOTES category; the authorized value is ADDR and the Description is 'Please bring a proof of address on your next visit to the library.''

  • Bsort1

  • Bsort2

  • CAND

    • A list used in UNIMARC

  • CCODE

    • Collection codes (appears when cataloging and working with items)

    • This is normally mapped to items.ccode in the Koha database.

    • If you chose to install the default values for this category, you will have

      • Fiction (FIC)

      • Non-fiction (NFIC)

      • Reference (REF)

      You can change those to suit your organization’s needs.

  • CONTROL_NUM_SEQUENCE

    • Used to generate control numbers in the advanced cataloguing editor. Enter a string ending with a number as the authorized value and use the description to describe the type of number. For example: “sprLib0001” “Springfield library”. In the advanced editor this will activate a new widget that will allow you to choose the type of number and generate the next number in the sequence.

  • COUNTRY

    • A list of country names used in UNIMARC 102 $a

  • DAMAGED

    • Descriptions for items marked as damaged (appears when cataloging and working with items).

    • This is normally mapped to items.damaged in the database.

    • If you chose to install the default values for this category, you will have

      • Damaged (1)

      You can change those to suit your organization’s needs, but the values must be numerical.

Advertencia

The authorized values for DAMAGED must be numerical.

  • DEPARTMENT

  • ETAT

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

  • HINGS_AS

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

  • HINGS_C

    • General holdings: completeness designator

  • HINGS_PF

    • Physical form designators

  • HINGS_RD

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

  • HINGS_UT

    • General holdings: type of unit designator

  • HOLD_CANCELLATION

    • Reasons why a hold might have been cancelled. These are used when cancelling holds.

    • If you chose to install the default values for this category, you will have

      • Item could not be located on shelves (NOT_FOUND)

      • Item was found to be too damaged to fill hold (DAMAGED)

      You can change those to suit your organization’s needs.

  • HSBND_FREQ

    • Delivery frequencies used by the housebound module. They are displayed on the housebound tab in the patron’s account in the staff interface.

    • If you chose to install the default values for this category, you will have

      • Every week (EW)

      You can change those to suit your organization’s needs.

  • ILLSTATUS

    • Interlibrary loan (ILL) request statuses used in the ILL module.

  • ITEMTYPECAT

    • Search categories for item types. These values allow multiple item types to be searched at the same time.

    • To combine item types in categories, choose the category in the item type settings.

    • For example, an ITEMTYPECAT value could be “NEW”. This search category could be set for the item types “NEW BOOKS” and “NEW DVDS”. This will replace NEW BOOKS and NEW DVDS item types in the advanced search form by “NEW”. When a patron chooses the searched for the category “NEW”, they will search multiple item types with a single search.

  • LANG

    • A list of ISO 639-2 standard language codes.

  • LOC

    • Shelving locations (usually appears when adding or editing an item).

    • This is normally mapped to items.location in the Koha database.

    • If you chose to install the default values for this category, you will have

      You can change those to suit your organization’s needs.

  • LOST

    • Descriptions for the items marked as lost (appears when adding or editing an item).

    • This is normally mapped to items.itemlost in the Koha database.

    • If you chose to install the default values for this category, you will have

      • Lost (1)

      • Long overdue (lost) (2)

      • Lost and paid for (3)

      • Missing (4)

      You can change those to suit your organization’s needs, but the values must be numerical.

Advertencia

The authorized values for LOST must be numerical.

  • OPAC_SUG

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

    • If you chose to install the default values for this category, you will have

      • The copy on the shelf is damaged (damaged)

      • Upcoming title by popular author (bestseller)

      You can change those to suit your organization’s needs.

  • NOT_LOAN

    • Reasons why a title is not for loan (appears when adding or editing an item)

    • This is normally mapped to items.notforloan in the Koha database.

    • If you chose to install the default values for this category, you will have

      • On order (-1)

      • Not for loan (1)

      • Staff collection (2)

      You can change those to suit your organization’s needs, but the values must be numerical.

Advertencia

The authorized values for NOT_LOAN must be numerical.

  • Negative number values will still allow holds (use for “on order” statuses, for example)

  • Positive numbers will not allow holds or checkouts.

  • A value of 0 means “for loan”.

  • ORDER_CANCELLATION_REASON

    • Reasons why an order might have been cancelled, used in acquisitions

    • If you chose to install the default values for this category, you will have

      • No reason provided (0)

      • Out of stock (1)

      • Restocking (2)

      You can change those to suit your organization’s needs.

  • PA_CLASS

  • PAYMENT_TYPE

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

    • If you chose to install the default values for this category, you will have

      • Cash via SIP2 (SIP00)

      • Visa via SIP2 (SIP01)

      • Creditcard via SIP2 (SIP02)

      You can change those to suit your organization’s needs.

  • qualif

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

  • RELTERMS

    • French terms of relations

  • REPORT_GROUP

    • A way to sort and filter your reports. These will appear as tabs in the saved reports page.

    • If you chose to install the default values for this category, you will have

      • Account (ACC)

      • Acquisitions (ACQ)

      • Catalog (CAT)

      • Circulation (CIRC)

      • Patrons (PAT)

      • Serials (SER)

      You can change those to suit your organization’s needs.

  • REPORT_SUBGROUP

    • These values can be used to further sort and filter your reports.

    • Values here need to include the authorized value code from REPORT_GROUP in the Description (OPAC) field to link the subgroup to the appropriate group.

      Authorized values for the REPORT_SUBGROUP categories, this screencapture shows that the code for the report group is saved in the Description (OPAC) field of the subgroup authorized value.

  • RESTRICTED

    • Restricted status of an item (appears when adding or editing an item)

    • This is normally mapped to items.restricted in the Koha database.

    • If you chose to install the default values for this category, you will have

      • Restricted access (1)

      You can change those to suit your organization’s needs, but the values must be numerical.

Advertencia

The authorized values for this category must be numerical.

  • RETURN_CLAIM_RESOLUTION

    • Reasons why a return claim has been resolved

    • If you chose to install the default values for this category, you will have

      • Returned by patron (RET_BY_PATRON)

      • Found in library (FOUND_IN_LIB)

      You can change those to suit your organization’s needs.

  • ROADTYPE

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

  • SIP_MEDIA_TYPE

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

  • STACK

    • Shelving control number (appears when adding or editing an item)

    • This is normally mapped to items.stack in the Koha database.

Advertencia

The authorized values for this category must be numerical.

  • SUGGEST

    • Reasons for acceptance or rejection of suggestions in acquisitions (appears when managing suggestions)

    • If you chose to install the default values for this category, you will have

      • Bestseller (BSELL)

      • Shelf copy damaged (SCD)

      • Library copy lost (LCL)

      • Available via ILL (AVILL)

      You can change those to suit your organization’s needs.

  • SUGGEST_FORMAT

    • List of item types to display in a drop down menu on the suggestion form on the OPAC.

    • If you chose to install the default values for this category, you will have

      • Audiobook (AUDIOBOOK)

      • Book (BOOK)

      • EBook (EBOOK)

      • DVD (DVD)

      • Large print (LP)

      You can change those to suit your organization’s needs.

  • SUGGEST_STATUS

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

  • TERM

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

  • UPLOAD

    • Categories to be assigned to file uploads. Without a category, an upload is considered temporary and may be removed during automated cleanup.

  • WITHDRAWN

    • Description of a withdrawn item (appears when adding or editing an item)

    • This is normally mapped to items.withdrawn in the Koha database.

    • If you chose to install the default values for this category, you will have

      • Withdrawn (1)

      You can change those to suit your organization’s needs, but the values must be numerical.

Advertencia

The authorized values for this category must be numerical.

  • YES_NO

    • Un valor genérico autorizado que se puede utilizar en cualquier lugar que necesite un simple menú desplegable sí/no.

    • If you chose to install the default values for this category, you will have

      • Yes (1)

      • No (0)

Add new authorized value category

Además de las categorías existentes que vienen por defecto con Koha, los bibliotecarios pueden agregar sus propias categorías de valores autorizados para controlar los datos que se introducen en el sistema. Para añadir una nueva categoría:

  • Click “New category”

    image144

  • Limite su categoría a 10 caracteres (algo corto que deje claro para qué es la categoría)

    • Importante

      La categoría no puede tener espacios ni caracteres especiales distintos de guion y guion bajo.

  • l añadir una nueva categoría se le pedirá que cree al menos un valor autorizado

    • Enter a code for your Authorized value into the “Authorized value” field

      • Importante

        El valor autorizado está limitado a 80 caracteres y no puede contener espacios o caracteres especiales distintos del guion y guion bajo.

    • Utilizar el campo Descripción para el valor real que será mostrado. Si quiere mostrar algo diferente en el OPAC, ingrese una “Descripción OPAC”

    • Si quisiera limitar esta categoría de valores autorizados a una biblioteca específica, puede elegirla desde el menú “Limitación de sedes”. Para que se muestre para todas las bibliotecas elija “Todas las sedes” el principio de la lista.

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

  • Haga clic en “Guardar”

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

    image145

Add new authorized value

Se puede agregar nuevos valores autorizados a cualquiera de las categorías ya existentes o nuevas. Para agregar un valor:

  • Haga clic en “Nuevos valores autorizados para …”

    image146

  • Enter a code for your authorized value into the “Authorized value” field

    • Importante

      El valor autorizado está limitado a 80 caracteres y no puede contener espacios o caracteres especiales distintos del guion y guion bajo.

  • Utilizar el campo Descripción para el valor real que será mostrado. Si quiere mostrar algo diferente en el OPAC, ingrese una “Descripción OPAC”

  • Si quisiera limitar esta categoría de valores autorizados a una biblioteca específica, puede elegirla desde el menú “Limitación de sedes”. Para que se muestre para todas las bibliotecas elija “Todas las sedes” el principio de la lista.

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

  • Haga clic en “Guardar”

  • El nuevo valor aparecerá en la lista junto a los valores existentes

    image147

Deleting authorized values

To delete an authorized value, click on the “Delete” button at the right of the authorized value.

Once there are no authorized values left in an authorized value category, you can delete the category.

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Patrons and circulation

Ajustes para el control de la circulación y la información del usuario.

Patron categories

Las categorías de usuarios le permiten organizar sus usuarios según diferentes roles, grupos de edad y los tipos de usuario.

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

Patron categories table

Nota

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

Agregando una categoría de usuario

To add a new patron category click “New category” at the top of the page

New patron category form

  • Category code: an identifier for your new category.

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

    • Este campo es obligatorio para guardar la categoría de usuario. Si se deja en blanco se mostrará un mensaje de error.

  • Description: a plain text version of the category.

    • The description will be visible throughout Koha.

    • Este campo es obligatorio para guardar la categoría de usuario. Si se deja en blanco se mostrará un mensaje de error.

  • Enrollment period:

    • In months: should be filled in if you have a limited enrollment period for your patrons. For example, student cards expire after 9 months

    • Until date: you can choose a date when the cards will expire

    • Este campo es obligatorio para guardar la categoría de usuario. Si se deja en blanco se mostrará un mensaje de error.

Advertencia

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

  • Age required: minimum age (in years) requirement associated with the category. For example, an “Adult” patron category could have a minimum age of 18 years; this means patrons must be at least 18 to be in the patron category.

    • When creating or updating a patron, a warning will appear if the patron is too young for this category.

      Warning 'The following fields are wrong. Please fix them. Patron's age is incorrect for their category. Ages allowed are 5-17.'

    • This value is used by the update_patrons_category.pl cron job to change the category of patrons who are too young.

  • Upperage limit: maximum age (in years) associated with the category. For example, a “Children” patron category could have an upperage limit of 18, meaning patrons can have children cards until they turn 18.

    • When creating or updating a patron, a warning will appear if the patron is too old for this category.

      Warning 'The following fields are wrong. Please fix them. Patron's age is incorrect for their category. Ages allowed are 5-17.'

    • This value is used by the update_patrons_category.pl cron job to change the category of patrons who are too old.

  • Enrollment fee: enter the amount if you charge a membership fee for your patrons (such as those who live in another region).

Advertencia

Only enter numbers and decimals in this field.

Nota

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

  • Overdue notice required: choose “Yes” if you want patrons from this category to receive overdue notices. This will enable you to set the overdue notice triggers in the Tools module.

  • Lost items in staff interface: decide on a patron category basis if lost items are shown in the staff interface.

    • Shown: lost items are shown in the staff interface.

    • Hidden by default: lost items are hidden, but staff members can click “Show all items” to see them.

Nota

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

  • Hold fee: enter the fee amount if you charge patrons from this category a fee for placing holds on items.

Advertencia

Only enter numbers and decimals in this field.

  • Category type: choose one of the six main parent categories

    • Adult: most common patron type, usually used for a general “Patron” category.

    • Child: children patrons can have a guardian to be attached to them.

    • Staff: library staff

    • Organizational: organizations can be used as guarantors for Professional patrons.

    • Professional: professional patrons can be linked to Organizational patrons.

    • Statistical: this patron type is used strictly for statistical purposes, such as in-house use of items.

    • Este campo es obligatorio para guardar la categoría de usuario. Si se deja en blanco se mostrará un mensaje de error.

  • Branch limitations: if necessary, limit this patron category to only some branches in your library system. Select “All branches” if you would like any library to be able to use this category.

    • To select more than one branch, hold the Ctrl key while making your selection.

  • Password reset in OPAC: decide whether patrons of this category are allowed to reset their password through the OPAC’s “Forgotten password” function. By default, it will follow the rule set in the OpacResetPassword system preference.

    • Follow system preference OpacResetPassword.

    • Allowed: patrons of this category will be able to reset their password through the OPAC regardless of the setting in OpacResetPassword.

    • Not allowed: patrons of this category will not be able to reset their password through the OPAC regardless of the setting in OpacResetPassword.

  • Password change in OPAC: decide whether patrons of this category are allowed to change their password through the OPAC. By default, it will follow the rule set in the OpacPasswordChange system preference.

    • Follow system preference OpacPasswordChange.

    • Allowed: patrons of this category will be able to change their password through the OPAC regardless of the setting in OpacPasswordChange.

    • Not allowed: patrons of this category will be not able to change their password through the OPAC regardless of the setting in OpacPasswordChange.

  • Minimum password length: enter the minimum password length for patrons of this category. Leave blank to use the default length set in the minPasswordLength system preference.

  • Require strong password: decide whether to enforce a strong password policy (at least one uppercase letter, one lowercase letter and one digit) for patrons of this category. By default, it will follow the rule set in the RequireStrongPassword system preference.

  • Block expired patrons: decide if this patrons from this category are blocked from performing actions in the OPAC if their card is expired. By default it will follow the rule set in the BlockExpiredPatronOpacActions preference.

    • Follow the system preference BlockExpiredPatronOpacActions.

    • Block: patrons of this category whose membership has expired will be blocked from renewing and placing holds in the OPAC, regardless of the setting in BlockExpiredPatronOpacActions.

    • Don’t block: patrons of this category whose membership has expired will not be blocked from renewing and placing holds in the OPAC, regardless of the setting in BlockExpiredPatronOpacActions.

  • Default privacy: choose the default privacy settings for patrons of this category.

    • Default: checkout history will be kept indefinitely, until either the batch_anonymize.pl script is run or there is a manual batch anonymization which is performed.

    • Never: checkout history is anonymized upon return. Statistics are kept, but the link between the checkout, the item and the patron is removed.

    • Forever: checkout history is never anonymized for patrons of this category, regardless of the cron job or manual anonymization.

    • This setting can be edited by the patron via the OPAC if you allow it with the OPACPrivacy system preference.

  • Exclude from local holds priority: choose whether holds for patrons of this category are given a priority.

    • Yes: holds for patrons of this category are not given special priority, regardless of the setting in LocalHoldsPriority.

    • No: holds for patrons of this category are subjected to the setting in LocalHoldsPriority.

  • Default messaging preferences for this patron category: assign advanced messaging preferences by default to the patron category

    • These default preferences can be changed on an individual basis for each patron. This setting is just a default to make it easier to set up messages when creating new patrons.

Nota

This requires that you have EnhancedMessagingPreferences system preference set to “Allow”.

Advertencia

These defaults will only be applied to new patrons that are added to the system. They will not edit the preferences of the existing patrons.

If you need to apply the default preferences to existing patrons, you can force those changes by running the borrowers-force-messaging-defaults script found in the misc/maintenance folder. Ask your system administrator for assistance with this script.

Circulation and fines rules

These rules define how your items are circulated, how and when fines are calculated and how holds are handled.

  • Get there: More > Administration > Patrons and circulation > Circulation and fines rules

Las normas se aplicarán de la más específica a la menos específica, utilizando la primera encontrada en este orden:

  • same library, same patron category, same item type

  • same library, same patron category, all item types

  • same library, all patron categories, same item type

  • same library, all patron categories, all item types

  • default (all libraries), same patron category, same item type

  • default (all libraries), same patron category, all item types

  • default (all libraries), all patron categories, same item type

  • default (all libraries), all patron categories, all item types

The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.

  • If CircControl is set to «the library you are logged in at» circulation rules will be selected based on the library you are logged in at

  • If CircControl is set to «the library the patron is from» circulation rules will be selected based on the patron’s library

  • If CircControl is set to «the library the item is from» circulation rules will be selected based on the item’s library where HomeOrHoldingBranch chooses if the item’s home library or its holding library is used.

  • If IndependentBranches is set to “Prevent” then the value of HomeOrHoldingBranch is used in figuring out if the item can be checked out. If the item’s home library does not match the logged in library, the item cannot be checked out unless you are a superlibrarian.

    Importante

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

Defining circulation rules

Using the issuing rules matrix you can define rules that depend on patron category/item type combos. To set your rules, choose a library from the pull down (or “Standard rules for all libraries” if you want to apply these rules to all branches):

'Select a library' drop down menu

De la matriz usted puede seleccionar cualquier combinación de categorías de usuarios y tipos de ítem a los cuales aplicar la regla

Circulation rules table

  • Primero seleccione a cual categoría de usuario aplicará esta regla. Si deja esto en “Todas” se le aplicará a todas las categorías.

  • Choose the item type you would like this rule to apply to. If you leave this to “All” it will apply to all item types for this patron category

    • If an item type has a parent item type, the rule will be displayed as Parent -> Child. The number of current checkouts will be limited to either the maximum for the parent (including sibling types) or the specific type’s rule, whichever is less.

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

      In the example above, there is a rule for the DVD item type with a maximum of 5 checkouts and a rule for Blu-ray, a child of DVD, with a maximum of 2 checkouts. A patron at this library will be able to check out a maximum of 2 Blu-rays in a total of 5 items of either DVD or Blu-ray types.

      To summarize, a patron at this library would be able to take either : - 0 Blu-ray and a maximum of 5 DVDs - 1 Blu-ray and a maximum of 4 DVDs - 2 Blu-ray and a maximum of 3 DVDs

  • Add notes about your circulation rule into the notes field. This can be helpful to remember why and when something was last changed.

  • Limit the number of items of this type a patron of this category can have checked out at the same time by entering a number in the “Current checkouts allowed” field.

  • If you’re allowing on-site checkouts then you may also want to set a limit on the number of items of this type patrons of this category can have on-site.

  • Define the period of time an item of this type can be checked out to a patron of this category by entering the number of units (days or hours) in the “Loan period” box.

  • Define if the loan period should include closed days or not in the “Days mode” column. The option chosen here will override the useDaysMode system preference for this particular rule.

    • The “Default” option will take the option defined in the useDaysMode system preference

    • Choose the “Calendar” option if you want to use the calendar to skip the days when the library is closed

    • Choose the “Datedue” option if you want to push the due date to the next open day

    • Choose the “Days” option if you want to ignore the calendar and calculate the due date directly

    • Choose the “Dayweek” option if you want to use the calendar to push the due date to the next open matching weekday for weekly loan periods, or the next open day otherwise

  • Choose which unit of time, days or hours, that the loan period and fines will be calculated in in the “Unit” column

  • You can also define a hard due date for a specific patron category and item type. The hard due date offers three options:

    • Exactly on: The due date of any item checked out with this rule will be set to the hard due date.

    • Before: Koha will calculate the normal loan period. If the calculated due date would be after or on the hard due date, the hard due date will be used instead.

    • After: Koha will calculate the normal loan period. If the calculated due date would be before the hard due date, the hard due date will be used instead.

  • “Fine amount” should have the amount you would like to charge for overdue items.

    Importante

    Introducir sólo números enteros y decimales (no símbolos de monedas).

  • Enter the “Fine charging interval” in the unit you set (ex. charge fines every 1 day, or every 2 hours). The finesCalendar system preference controls wether the days the library is closed will be taken into account or not.

  • “When to charge” is most handy in libraries that have a fine charging interval of more than 1 day.

    • End of interval: Given a grace period of 2 days and a fine interval of 7 days, the first fine will appear 7 days after the due date, it will always take one fine interval (7 days), before the first fine is charged.

    • Start of interval: Given a grace period of 2 days and a fine interval of 7 days, the first fine will appear 2 days after the due date and the second fine 7 days after the due date.

  • The “Fine grace period” is the period of time an item can be overdue before you start charging fines. The FinesIncludeGracePeriod system preference controls if the grace period will be included when calculating the fine or not.

    Importante

    This can only be set for the “Day” unit, not in “Hours”

  • The “Overdue fines cap” is the maximum fine per item for this patron and item type combination.

    Importante

    If this field is left blank then Koha will not put a limit on the fines this item will accrue. A maximum fine amount for all overdues can be set using the MaxFine system preference.

  • If you would like to prevent overcharging patrons for a lost items, you can check the box under “Cap fine at replacement price.” This will prevent the patron’s fines from going above the replacement price on the item.

    Nota

    If the “Overdue fines cap” is also set, the fine will be the lesser of the two, if both apply to the given overdue checkout.

  • If your library “fines” patrons by suspending their account you can enter the number of days their fine should be suspended in the “Suspension in days” field.

    Importante

    This can only be set for the “Day” unit, not in “Hours”

  • También puede definir el número máximo de días en el que un usuario será suspendido en la configuración “Máx. de duración de la suspensión”

  • The “Suspension charging interval” option is just like the “Fin charging interval”. For example, you could “fine” a patron one day suspension for every two days overdue.

  • Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the “Renewals allowed” box.

  • If you’re allowing renewals you can control how long the renewal loan period will be (in the units you have chosen) in the “Renewal period” box.

  • Si usted está permitiendo renovaciones, puede controlar con qué antelación a la fecha de vencimiento los usuarios pueden renovar sus materiales con la casilla “No renovable antes de”.

    • Items can be renewed at any time if this value is left blank. Otherwise items can only be renewed if the item is due after the number in units (days/hours) entered in this box.

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

  • You can enable automatic renewals for certain items/patrons if you’d like. This will renew automatically following your circulation rules unless there is a hold on the item.

    Importante

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

    Importante

    This feature needs to have the «no renewal before» column filled in or it will auto renew every day after the due date.

  • If you are using automatic renewals, you can use the “No automatic renewals after” to limit the time a patron can have the item. For example: don’t allow automatic renewals after a checkout period of 80 days.

  • Similar to the hard due date setting, you can also stop automatic renewals after a specific date using the “No automatic renewal after (hard limit)” setting.

  • If patrons of this category can place holds on items of this type, enter the total numbers of items (of this type) that can be put on hold in the “Holds allowed” field.

    • Leave empty to have unlimited holds.

    • If you’d rather put a hold limit per patron category, independent of the item type, see the default checkout and hold policy by patron category section below.

    • If you want to have a hard hold limit, independent of patron category and item type, for this particular library, see the Default checkout, hold, and return policy section below.

    • If you want to have a hard hold limit, independent of patron category, item type, and across all libraries, see the maxreserves system preference.

  • You can also set a daily limit on the number of holds a patron can place.

  • While the two settings before limit the holds that can be placed across various records, the next setting is used to limit the number of holds that can be placed on one record at the same time. For example, for fiction books you might want to allow only one item to be placed on hold at the same time by the same user. But for serials where items represent different issues more than one hold at the same time is fine.

  • Next you can decide how the availability of items influences the ability to place a hold. The “On shelf holds allowed” option has three settings:

    • Yes: This will allow to place holds on items at all times. It doesn’t matter if they are available or checked out.

    • If any unavailable: This will allow to place a hold as soon as one or more items of the record are checked out. It doesn’t matter if there are still one or more items available on the shelf.

    • If all unavailable: This will allow to place a hold as soon as all items on the record are checked out that could fill the hold. This is especially useful for libraries that don’t offer the service of getting items placed on hold off the shelf for patrons.

  • Under “OPAC item level hold” you can decide if patrons are allowed to place item specific holds on the item type in question. The options are:

    • Allow: Will allow patrons the option to choose next available or a specific item.

    • Don’t allow: Will only allow patrons to choose next available item.

    • Force: Will only allow patrons to choose a specific item.

  • If you want to allow patrons of this category to be able to place article requests on items of this type, choose an option in the “Article requests” column

    • No: patrons of this category will not be able to place article requests on items of this type

    • Yes: patrons of this category will be able to place article requests on items of this type, either on specific items (for example in the case of serial issues) or on entire records (for example in the case of monographs)

    • Record only: patrons of this category will be able to place article requests on records of this type, but not on specific items

    • Item only: patrons of this category will be able to place article requests on items of this type, but not on entire records

    Importante

    If you want to use the article request functionality you need to enable it using the ArticleRequests system preference and configure the form using the other related preferences.

  • Finally, if you charge a rental fee for the item type and want to give this specific patron category a discount on that fee, enter the percentage discount (without the % symbol) in the “Rental discount” field

When finished, click “Save” to save your changes. To modify a rule, simply click the “Edit” button either at the beginning or at the end of the row. The row of the rule being edited will be highlighted in yellow and the values will appear filled in at the bottom of the table. Edit the values at the bottom and click save.

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

Nota

If, while editing a rule, you change either the patron category or the item type, it will create a new rule. You can do this to duplicate rules instead of creating new ones if the values are similar.

Alternatively, you can create a rule with the same patron category and item type and it will edit the existing one, as there can only be one rule per library- patron category-item type combination.

If you would like to delete your rule, click the “Delete” button at the beginning or at the end of the rule row.

To save time you can clone rules from one library to another by choosing the clone option above the rules matrix. Please note that this will overwrite all rules already configured for that library.

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

Luego de elegir clonar, se le presentará un mensaje de confirmación.

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

Default checkout, hold, and return policy

You can set a default maximum number of checkouts, a default maximum number of holds and a hold policy that will be used if none is defined below for a particular item type or category. This is the fall back rule for defaults.

image161

De este menú usted puede establecer un valor predeterminado para todos los tipos de ítems y usuarios de la biblioteca.

  • En “Total de préstamos simultaneos permitidos”, introducir el número total de ítems que los clientes pueden tener prestados en forma simultanea

  • In “Total current on-site checkouts allowed” enter the total number of items patrons can have checked out on site at a time (OnSiteCheckouts needs to be set to “Enable”)

  • In “Maximum total holds allowed (count)” enter the total number of pending holds patrons can have at the same time.

  • El control desde donde los usuarios pueden hacer reservas se puede hacer en el menú “Política de reservas”

    • Desde Cualquier Biblioteca: Usuarios de cualquier sede pueden reservar este ítem. (predeterminado si no se define)

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

    • Desde sede principal: Solo usuarios de la misma sede que el ítem pueden reservar este libro.

    • No se permiten reservas: ningún usuario puede reservar este libro.

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

    • a cualquier biblioteca.

    • item’s hold group

    • patron’s hold group

    • biblioteca de origen del ítem.

    • biblioteca de la reserva

  • El control a dónde va el ítem una vez devuelto

    • Sede de devolución de ítem

    • El ítem regresa a sede de préstamo

    • Ítem flotante

      • Cuando un ítem flota el permanece donde fue devuelto y puede no retornar a “casa”

  • Una vez que estableció su política, puede quitarla haciendo clic en el enlace “Eliminar” a la derecha de la regla

Default checkout and hold policy by patron category

For this library, you can specify the maximum number of checkouts, on-site checkouts and holds that a patron of a given category can have, regardless of the item type.

image162

Nota

If the total amount of checkouts, on-site checkout and holds for a given patron category is left blank, no limit applies, except possibly for a limit you define in the circulation rules above.

Por ejemplo, si usted tiene una regla en la matriz que dice que los usuarios Board se les permiten 10 libros y 5 DVDs, pero desea hacerlo de modo que los usuarios Board tengan solo un total de 12 ítems prestados a la vez. Si introduce 12 aquí y el usuario tiene 10 libros prestados entonces solo se le permitirán 2 DVDs que equivalen a los 12 permitidos en total.

Default lost item fee refund on return policy

Here, you can specify the default policy for lost item fees on return. This policy will apply to this library. This rule is to be used with the RefundLostOnReturnControl system preference.

You can limit the number of days during which a lost item is refundable using the NoRefundOnLostReturnedItemsAge system preference.

Default holds policy by item type

Para esta biblioteca, podrá editar las reglas para los tipos de ítem, independientemente de las categorías de socios.

image163

The various hold policies have the following effects:

  • From any library: Patrons from any library may put this item on hold. (default if none is defined)

  • From local hold group: Only patrons from libraries in the same item’s home library hold groups may put this book on hold.

  • From home library: Only patrons from the item’s home library may put this book on hold.

  • No holds allowed: No patron may put this book on hold.

    Importante

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

    Importante

    These policies are applied based on the ReservesControlBranch system preference.

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

  • a cualquier biblioteca.

  • item’s hold group

  • patron” hold group

  • biblioteca de origen del ítem.

  • biblioteca de la reserva

The various return policies have the following effects:

  • El ítem retorna a la sede de origen: El ítem requerirá del bibliotecario que transfiera el ítem a su biblioteca de origen

    • Importante

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

  • El ítem retorna a la sede de préstamo: El ítem requerirá al bibliotecario que transfiera el ítem de nuevo a la biblioteca que lo prestó

    • Importante

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

  • El ítem queda flotando: El ítem no será transferido desde la sucursal que lo recibió en devolución, al contrario, permanecerá allí hasta que sea transferido de forma manual o prestado en otra sucursal

Por ejemplo, puede permitir reservas en sus bibliotecas, pero no que los nuevos ítems o DVDs se reserven para otras sucursales de forma que se pueda establecer una “política de reservas” para “Desde la biblioteca propia” para que esos ítems se puedan reservar si biblioteca propietaria de los ítems y la biblioteca del usuario es la misma. También puede bloquear el préstamo por completo para tipos de ítem específicos en este formulario. Esta es también la forma en que puede configurar los tipos de ítem y tipos que permanecen en la biblioteca titular de los mismos.

Patron attribute types

Patron attributes can be used to define custom fields to associate with your patron records. In order to enable the use of custom fields you need to set the ExtendedPatronAttributes system preference.

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

Un uso común para este campo sería el de contener el número de documento (ID) de un usuario/estudiante o el número de su Licencia de conducir.

image164

Adding patron attributes

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

image165

  • En el “Código de tipo de atributo del usuario”, introduzca un código

    • Importante

      Este campo está limitado a 10 caracteres (letras y números solamente)

    • Importante

      Este valor no puede ser cambiado después de que se define un atributo

  • En el campo “Descripción”, escriba una explicación (en texto) de lo que este campo contendrá

  • Marque la casilla junto a “Repetible” para que un registrode usuario pueda tener varios valores de este atributo.

    • Importante

      Este valor no puede ser cambiado después de que se define un atributo

  • Si la casilla “Identificador único” está marcada, el atributo será un identificador único, lo cual significa que dos usuarios no pueden tener el mismo valor en este campo.

    • Unique attributes can be used as match points on the patron import tool

    • Importante

      Este valor no puede ser cambiado después de que se define un atributo

  • Marcar “Mostrar en el OPAC” para mostrar este atributo en la página de detalles del usuario del OPAC.

  • Check “Editable in OPAC” to enable patrons to edit this information in the OPAC.

  • Marque “Buscable” para que este atributo sea buscable en la búsqueda de usuarios de la interfaz administrativa.

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

    image166

  • Categoría con valor autorizado; si uno es seleccionado, entonces en la página de ingreso del usuario solo se permitirán en este atributo valores a elegir entre la lista de valores autorizados.

    • En primer lugar, tendrá que añadir una lista de valores autorizados para que aparezca en este menú

    • Importante

      una lista de valores autorizados no se aplica durante la importación en lotes de usuarios.

  • Si desea que este atributo solo sea utilizado por sedes específica puede elegir dichas sedes desde la lista “Limitación de sedes”. Seleccione “Todas la sedes” para mostrarlo en todas las bibliotecas.

    • Importante

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

  • Si desea mostrar solamente este atributo a usuarios de un tipo, seleccione ese tipo de usuario desde el desplegable “Categoría”

  • If you have a lot of attributes it might be handy to group them so that you can easily find them for editing. If you create an Authorized value for PA_CLASS it will show in the “Class” pull down and you can then change your attributes page to have sections of attributes

    image167

  • Haga clic en Guardar para guardar su nuevo atributo

Una vez añadido el atributo aparecerá en la lista de atributos y también en el formulario de agregar o modificar usuarios

image168

Si ha configurado para atributos organizativos ellos aparecerán de esa forma en el formulario para agregar/editar usuarios

image169

Editing/deleting patron attributes

Cada atributo de usuario tiene a su lado un enlace editar o eliminar en la lista de atributos.

Algunos de los campos en el atributo no se puede editar una vez creados:

  • Código de tipo de atributo de usuario

  • Repetible

  • Identificador único

Usted no podrá eliminar un atributo si está en uso.

image170

Library transfer limits

Limitar la capacidad de transferir ítems entre bibliotecas basado en la biblioteca de origen, la biblioteca receptora y código de colección en cuestión.

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

These rules only go into effect if the preference UseBranchTransferLimits is set to “enforce”.

Antes de comenzar querrá seleccionar para cual biblioteca está definiendo estos límites.

image171

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

image172

Los códigos de colección aparecerán como pestañas arriba de los recuadros de opciones:

image173

Check the boxes for the libraries you allow your items to be transferred to for the collection code you have selected at the top (in the example below - FIC)

image174

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

Matriz de costo de transporte

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

Importante

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

Costos son valores decimales entre algún máximo arbitrario (ej. 1 o 100) y 0 el cual es el mínimo (sin) costo. Por ejemplo, puede utilizar la distancia entre cada biblioteca en kilómetros como su “costo”, si eso refleja adecuadamente el costo de transferencia. Tal vez oficinas postales sean una mejor medida. Bibliotecas que compartan una oficina postal pueden tener un costo 1, oficinas postales adyacentes un costo 2, etc.

Para ingresar costos de transporte simplemente haga clic en la celda que desea alterar, desmarque la casilla “Deshabilitar” e ingrese su “costo”

image175

Luego de ingresar su costo, presione “Intro” en su teclado o haga clic en el botón “Guardar” al fondo de la matriz para guardar sus cambios.

Nota

A NULL value will make no difference where the From and To libraries are the same library. However, as a best practice, you should put a 0 in there. For all other To/From combinations, a NULL value will cause that relationship to act as if it has been disabled. So, in summary, don’t leave any of the values empty. It’s best to always put a number in there ( even if you choose to disable that given To/From option ).

Item circulation alerts

Las bibliotecas pueden decidir si quieren tener a los usuarios automáticamente notificados de eventos de circulación (préstamos y devoluciones).

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

Estas preferencias se establecen sobre la base de los tipos de usuario y los tipos de ítems.

Importante

Estas preferencias pueden ser anuladas cambiando las preferencias de mensajería individuales del usuario.

Para establecer alertas de circulación:

  • Elija su biblioteca desde el menú desplegable en la parte superior de la pantalla

    image176

    • Para establecer preferencias para todas las bibliotecas, mantenga el menú posicionado en “Predeterminado”

  • Por defecto, todos los tipos de ítems y usuarios se les informa de todos los préstamos y devoluciones. Para cambiar esto, haga clic sobre el tipo combinado ítem/usuario al cual quiere dejar de enviar avisos.

    image177

    • En el ejemplo anterior, los menores y de niños no recibirán avisos de circulación.

Cities and towns

Para estandarizar el ingreso de usuarios, puede definir ciudades o pueblos dentro de su región, para que cuando los nuevos usuarios sean agregados, los bibliotecarios simplemente seleccionarán la ciudad de una lista en lugar de tener que tipear la ciudad y el código postal.

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

Adding a city

To add a new city, click the “New city” button at the top of the page and enter the city name, state, zip/postal code and country.

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

image179

Las ciudades pueden ser modificadas o eliminadas en cualquier momento.

Viewing cities on patron add form

If you have defined local cities using the “New city” form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.

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Esto permitirá facilitar la entrada de las ciudades en el registro de usuario sin correr el riesgo potencial de errores tipográficos o códigos postales equivocados.

Accounting

  • Get there: More > Administration > Accounting

This section deals with the parameters used in managing the patron accounts.

Debit types

  • Get there: More > Administration > Accounting > Debit types

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

image1444

When you first get to the page, you will only see the manual fees that are already defined in your system.

You can see the default system fees by clicking «Show all debit types».

image1445

You can go back to seeing only the manual fees by clicking «Filter system debit types».

System debit types

Several debit types come installed with Koha. Most of them are automatic fees that are added according to the policies you set up elsewhere in Koha.

  • ACCOUNT (Account creation fee): this is charged to the patron’s account upon registration. The fee can be changed in the patron category settings under “Enrollment fee”.

  • ACCOUNT_RENEW (Account renewal fee): this is charged to the patron’s account when their account is renewed. Like the ACCOUNT debit type above, this can be changed in the patron category settings under “Enrollment fee”.

  • LOST (Lost item): this is charged to the patron’s account when an item in their file is declared lost. The amount depends on the item’s “replacement cost” field or on the item type’s default replacement cost. It can also be added manually in the manual invoices tab.

  • MANUAL (Manual fee): this is the default manual fee installed with Koha. This is not charged automatically by Koha, but can be added to a patron’s account manually in the manual invoices tab.

  • NEW_CARD (New card fee): this is another default manual fee installed with Koha. This will not be charged automatically by Koha, but can be added to a patron’s account manually in the manual invoices tab.

  • OVERDUE (Overdue fine): this is charged automatically to the patron’s account when they have overdue items. The amount for overdue fines are set in the circulation and fines rules.

  • PAYOUT (Payment from library to patron): this is used when the library reimburses the patron (for an overpayment for example).

  • PROCESSING (Lost item processing fee): this is charged automatically to the patron’s account when an item in their file is declared lost. The amount is set by item type under “Processing fee (when lost)”.

  • RENT (Rental fee): this is charged automatically to the patron’s account upon checkout if the item type has a rental charge.

  • RENT_DAILY (Daily rental fee): this is charged automatically to the patron’s account upon checkout if the item type has a daily rental charge.

  • RENT_DAILY_RENEW (Renewal of daily rental item): this is charged automatically to the patron’s account upon renewal if the item type has a daily rental charge.

  • RENT_RENEW (Renewal of rental item): this is charged automatically to the patron’s account upon renewal if the item type has a rental charge.

  • RESERVE (Hold fee): this is charged automatically to the patron’s account upon placing a hold. The amount depends on the “Hold fee” amount in the patron’s category settings.

  • RESERVE_EXPIRED (Hold waiting too long): this is charged automatically to the patron’s account if they haven’t picked up their hold after the number of days defined in the ExpireReservesMaxPickUpDelay system preference. The amount is set in the ExpireReservesMaxPickUpDelayCharge system preference.

Adding a new debit type

To add a new debit type:

  • Click “New debit type”

    image1446

    • Enter a code (limited to 64 letters)

    • Enter the default amount

      Nota

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

      Nota

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

    • Write a description

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

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

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

      Nota

      You can select more than one library by pressing the “Ctrl” key while selecting.

    • Haga clic en “Guardar”

Editing an existing debit type

You can only modify the debit types you have added, as well as the “Manual fee”.

To edit a debit type:

  • Click the “Edit” button to the right of the debit type

  • Modify any field

  • Haga clic en “Guardar”

Archiving a debit type

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

Nota

There is no way to delete a debit type since they are used in the patron’s accounting section.

To archive a debit type, simply click the “Archive” button to the right of the debit type.

Restoring an archived debit type

If you need to use an archived debit type again, simply click on the “Restore” button to the right of the debit type.

This will make it available again.

Credit types

  • Get there: More > Administration > Accounting > Credit types

This is where you define the manual credits you can give patrons.

When you first get to the page, you will only see the credits that are already defined in your system.

You can see the default system credit types by clicking «Show all credit types».

image1475

You can go back to seeing only the manual credit types by clicking «Filter system credit types».

System credit types

Several credit types come installed with Koha. Most of them are automatic credits that are added according to the policies you set up elsewhere in Koha. They can not be deleted.

Adding a new credit type

To add a new credit type:

  • Click “New credit type”

    New credit type form

    • Enter a code (limited to 64 letters)

    • Write a description

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

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

    • If you need this credit type to be sequentially numbered, check the “Enable credit number”. The format of the number is defined in the AutoCreditNumber system preference.

    • If this credit type is only to be used in specific branches, you can select the libraries in “Libraries limitation”

      Nota

      You can select more than one library by pressing the “Ctrl” key while selecting.

    • Haga clic en “Guardar”

Editing an existing credit type

You can only modify the credit types you have added.

To edit a credit type:

  • Click the “Edit” button to the right of the credit type

  • Modify any field

  • Haga clic en “Guardar”

Archiving a credit type

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

Nota

There is no way to delete a credit type since they are used in the patron’s accounting section.

To archive a credit type, simply click the “Archive” button to the right of the credit type.

Restoring an archived credit type

If you need to use an archived credit type again, simply click on the “Restore” button to the right of the credit type.

This will make it available again.

Cash registers

  • Get there: More > Administration > Accounting > Cash registers

This feature is enabled through the UseCashRegisters system preference.

If you have no cash registers already defined, you will be invited to create one.

Otherwise, you will see the list of all your cash registers.

image1450

In the “Actions” columns, you can choose to edit your cash registers, make one of them default or remove the default status, and archive or restore an archived register.

The default status is only useful in libraries that have more than one register per branch. The default register will be pre-selected when entering a payment. If there is only one cash register per branch, the branch’s cash register will be selected when paying.

Adding a new cash register

  • Click on “New cash register”

    image1449

  • Give your cash register a name

  • Optionally you can also add a description

  • Choose in which library this cash register is located

  • And finally, enter the initial float, i.e. the amount in the cash register

  • Click “Add”

Catalog administration

Establecer estos controles antes de empezar a catalogar en su sistema Koha.

  • Ir a: Más > Administración > Catalogo

MARC bibliographic frameworks

Think of frameworks as templates for creating new bibliographic records. Koha comes with some predefined frameworks that can be edited or deleted, and librarians can create their own frameworks for content specific to their libraries.

  • Get there: More > Administration > Catalog > MARC bibliographic frameworks

image181

Importante

Do not delete or edit the Default framework since this will cause problems with your cataloging records - always create a new template based on the Default framework, or alter the other frameworks.

Add new framework

Para agregar una nueva hoja de trabajo

  • Click “New framework”

    image183

    • Ingrese un código de 4 o menos caracteres

    • Utilizar el campo Descripción para introducir una definición más detallada de su hoja de trabajo

  • Haga clic en “Enviar””

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

    image184

    • You will be asked to choose a framework to base your new framework on, this will make it easier than starting from scratch

  • Once your framework appears on the screen you can edit or delete each field by following the instructions for editing fields and subfields

Edit existing frameworks

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

image185

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

Add fields to frameworks

If a framework doesn’t contain a field that you require you may need to add it. To add a field to a framework click the “New tag” button at the top of the framework definition

image186

Esto abrirá un formulario en blanco para introducir los datos de campos MARC

image187

Ingrese la información correspondiente a su nueva etiqueta:

  • El “Campo” es el número de campo MARC

  • La “Etiqueta para biblioteca” es el texto que aparecerá en la interfaz del personal en el módulo de catalogación

  • La “Etiqueta para el OPAC” es el texto que aparecerá en el OPAC al ver la versión del registro MARC

  • Si este campo se puede repetir, marcar la caja “Repetible”

  • Si este campo es obligatorio, marcar la caja “Obligatorio”

  • If this field is not mandatory but is important, check the “Important” box

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

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

  • Si desea que este campo sea un desplegable con un número limitado de respuestas posibles, elija que “Valor autorizado” desea utilizar

    Nota

    The authorized value option at field level does not work.

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

image188

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

Edit framework fields and subfields

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

Edit a MARC field

To make edits to a MARC field click on Actions then “Edit” to the right of the field

image189

  • Cada campo tiene una etiqueta (la cual es la etiqueta MARC), esta no se puede editar

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

  • La “Etiqueta de OPAC” es lo que se mostrará en la vista MARC en el OPAC

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

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

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

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

  • “Authorized value” is where you define an authorized value pull down list for your catalogers

    Nota

    The authorized value option at field level does not work.

Edit a MARC subfield

To edit the subfields associated with the tag, click “Actions” then “Edit subfields” to the right of the tag on the framework field list. Each subfield has its own tab which contains three sections - Basic constraints, Advanced constraints and Other options.

  • For each subfield you can set the following basic constraint options

    Subfield editing form

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

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

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

      • Si queda vacío, el texto para el bibliotecario es usado en su lugar

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

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

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

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

      Importante

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

      Importante

      When importing records, subfields that are managed in tab “ignore” will be deleted. If you still wish to keep the subfields, but hide them, use the “Visibility” options below.

  • For each subfield you can set the following advanced constraint options

    • Default value: defines what you want to appear in the field by default, this will be editable, but it saves time if you use the same text over and over or the same value in a field often.

      Nota

      There are several values that you can use here that will be replaced automatically when a new record is created:

      • <<MM>> - the current month, 2 digits

      • <<DD>> - the current day of month, 2 digits

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

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

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

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

      Nota

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

      CLose up of visibility options in the Advanced constraints

    • Is a URL: if checked, it means that the subfield is a URL and can be clicked

    • Link: if you enter an index name here, a link appears after the subfield in the MARC detail view in the staff interface. If the librarian clicks on the link, a catalog search is done using the index and the content of the subfield.

    • Koha link: this field is used to create a link between the MARC subfield and a column in the items, biblioitems and biblio database tables. Whenever a record is added or changed, this mapping will be used to update the linked database column. The information from the database columns is used as a way to quickly look up important information without having to parse the full MARC record. It is used for displaying information in a lot of pages and can also be used in reports.

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

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

      Warning

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

  • Para cada subcampo puede establecer los siguientes valores de Otras opciones

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

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

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

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

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

      • Ejemplos:

        • For call numbers there is an option to add a call number browser next to the the call number subfield so that you can identify which call numbers are in use and which are not. Simply choose the cn_browser.pl plugin. Learn more in the cataloging section of this manual.

        • If you’d like to let file uploads via cataloging you can choose the upload.pl plugin and this will allow you to upload files to Koha to link to your records.

        • In UNIMARC there are plugins for every 1xx fields that are coded fields. The plugin is a huge help for cataloger! There are also two plugins (unimarc_plugin_210c and unimarc_plugin_225a that can «magically» find the editor from an ISBN, and the collection list for the editor)

        • If you would like to enable an autocomplete search for publishers in 260b and 264b you can set the plugin to marc21_field_260b.pl. When you start typing in a publisher name you will be given search results based on publisher names already in the catalogue.

  • To save your changes simply click the “Save changes”.

Import/export frameworks

Al lado de cada hoja de trabajo hay un enlace tanto para importar o exportar la hoja.

Export framework

Para exportar una hoja de trabajo simplemente haga clic en el enlace “Exportar” a la derecha del título de la hoja de trabajo.

image195

Al hacer clic en “Exportar” se le pedirá que elija el formato para exportar el archivo.

image196

Una hoja de trabajo exportada de esta manera pude ser importada en cualquier otra instalación de Koha, esto se realiza utilizando la opción de importación de hoja de trabajo.

Import framework

An easy way to create a new framework is to import one created for your or another Koha installation. This framework would need to be exported from the other system using the instructions above to be available for import here.

To import a framework you first need to create a new framework. Once you have that framework, click Actions then “Import” to the right of the new framework.

image197

Se le pedirá que busque un archivo en su ordenador para importar en la plantilla.

image198

Se le solicitará que confirme sus acciones antes de importar el archivo.

image199

A medida que su archivo se cargará verá una imagen que confirma que el sistema está funcionando.

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Una vez que su importación se ha completado usted será llevado a la herramienta de edición de hoja de trabajo donde se puede hacer cualquier cambio que necesite la hoja que ha importado.

Koha to MARC mapping

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

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

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

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

image202

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

Nota

It is possible to link more than one MARC field to a database field. For example, you could link both 260$a and 264$a to the biblioitems.place field.

If you would like to clear the mapping for a database field, click the “Remove” button.

Nota

All changes are immediate.

MARC bibliographic framework test

Verifica la estructura MARC

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

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

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Authority types

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

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

Classification sources

Source of classification or shelving scheme are mapped to field 952$2 and 942$2 in Koha’s MARC bibliographic frameworks and stored in the items.cn_source and biblioitems.cn_source fields in the database.

  • Ir a: Más > Administración > Catalogo > Fuentes de clasificación

Classification sources, classification filing rules and classification splitting rules tables

Commonly used classification sources are:

  • ddc - Clasificación Decimal Dewey

  • lcc - Clasificación de la Library of Congress

Si decide instalar las fuentes de la clasificación durante la instalación de Koha, vería también otros valores:

  • ANSCR (grabaciones sonoras)

  • Clasificación SuDOC

  • Clasificación decimal universal

  • Otra/Clasificación genérica

Adding/editing classification sources

You can add your own source of classification by using the “New classification source” button. To edit use the “Edit” button.

Form to add a new classification source

Cuando cree o edite:

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

Nota

The code is not editable once it has been created.

  • Enter a description. The description is used in the drop-down lists in the cataloging module.

  • Check the “Source in use?” checkbox if you want the value to appear in the drop-down list for this category.

  • Select the appropriate filing rule from the drop-down list.

  • Select the appropriate splitting rule from the drop-down list.

Classification filing rules

Filing rules determine the order in which items are placed on shelves. Filing rules normalize call numbers in order for Koha to be able to compare them and sort them in the right order.

For example, a Dewey call number such as “636.8/07 SHAW” will become “636_800000000000000_07_SHAW” in order to be sorted.

The sorted call number is saved in the items.cn_sort or biblioitems.cn_sort fields in the database

Los valores pre-configurados en Koha son:

  • Dewey

  • LCC

  • Genérico

Filing rules are mapped to Classification sources. You can setup new filing rules by using the “New filing rule” button. To edit, use the “Edit” button.

Cuando cree o edite:

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

Nota

The code is not editable once it has been created.

  • Enter a description. The description is used in the drop-down list when creating or editing a classification source.

  • Seleccione una rutina de clasificación apropiada - dewey, genérica o lcc

    • The Dewey filing routine generates a sorted call number by following these rules:

      • Concatenates classification and item parts.

      • Converts to uppercase.

      • Removes any leading or trailing whitespaces, and forward slashes (/)

      • Separates alphabetic prefix from the rest of the call number

      • Splits into tokens on whitespaces and periods.

      • Leaves first digit group as is.

      • Converts second digit group to 15-digit long group, padded on right with zeroes.

      • Converts each whitespace to an underscore.

      • Removes any remaining non-alphabetical, non-numeric, non-underscore characters.

    • The generic filing routine generates a sorted call number by following these rules:

      • Concatenates classification and item parts.

      • Removes any leading or trailing whitespaces.

      • Converts each whitespace to an underscore.

      • Converts to uppercase.

      • Removes non-alphabetical, non-numeric, non-underscore characters.

    • The LCC filing routine generates a sorted call number by following these rules:

Classification splitting rules

Splitting rules determine how call numbers are split when printed on a spine label.

Nota

Splitting rules are only used if your label layout specifies to split call numbers.

For example, a Dewey call number such as “636.8/07 SHAW” will become

636.807
SHAW

once printed on a spine label.

Los valores pre-configurados en Koha son:

  • Dewey

  • LCC

  • Genérico

Splitting rules are mapped to Classification sources. You can setup new splitting rules by using the “New splitting rule” button. To edit, use the “Edit” button.

Cuando cree o edite:

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

Nota

The code is not editable once it has been created.

  • Enter a description. The description is used in the drop-down list when creating or editing a classification source.

  • Choose an appropriate splitting routine - Dewey, Generic, LCC or RegEx

    • The Dewey splitting routine looks for the three digits and the decimal, puts it on one line with the other parts (Cutter, prefix, etc.) each on a separate line (generally split on spaces).

    • The Generic splitting routine splits on spaces.

    • The LCC splitting routine puts each component on a separate line.

    • The RegEx splitting routine allows you to create a custom splitting routine.

      • Some examples of RegEx splitting routines:

        • Split on spaces:

          s/\s/\n/g
          
        • Split on equal signs (=):

          s/(\s?=)/\n=/g
          
        • Split on forward slashes (/):

          s/(\s?\/)/\n/g
          
        • Remove first split if call number starts with J or K:

          s/^(J|K)\n/$1 /
          
        • Cut after 9 characters:

          s/(^.{9})/$1\n/
          

It is possible to mix and match RegEx splitting routines by clicking the “New” link just under the RegEx input box.

For example, if you want to cut after nine characters AND split on spaces, you can write both and the call number “971.42805092 C669r” will be split

971.42805
092
C669r

The example above shown in the interface

Record matching rules

Las reglas de registros coincidentes se utilizan en la importación de registros MARC en Koha.

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

The rules that you set up here will be referenced with you Stage MARC records for import.

It is important to understand the difference between “Match points” and “Match checks” before adding new matching rules to Koha.

Match points are the criteria that you enter that must be met in order for an incoming record to match an existing MARC record in your catalog. You can have multiple match points on an import rule each with its own score. An incoming record will be compared against your existing records (“one record at a time”) and given a score for each match point. When the total score of the match points matches or exceeds the threshold given for the matching rule, Koha assumes a good match and imports/overlays according your specifications in the import process. An area to watch out for here is the sum of the match points. Double check that the matches you want will add up to a successful match.

Ejemplo:

Umbral de coincidencia: 100

Match point on 020$a 1000

Match point on 022$a 1000

Match point on 245$a 500

Match point on 100$a 100

In the example above, a match on either the 020$a or the 022$a will result in a successful match. A match on 245$a title and 100$a author (and not on 020$a or 022$a) will only add up to 600 and not be a match. And a match on 020$a and 245$a will result in 1500 and while this is a successful match, the extra 500 point for the 245$a title match are superfluous. The incoming record successfully matched on the 020$a without the need for the 245$a match. However, if you assigned a score of 500 to the 100$a Match Point, a match on 245$a title and 100$a author will be considered a successful match (total of 1000) even if the 020$a is not a match.

Match checks are not commonly used in import rules. However, they can serve a couple of purposes in matching records. First, match checks can be used as the matching criteria instead of the match points if your indexes are stale and out of date. The match checks go right for the data instead of relying on the data in the indexes. (If you fear your indexes are out of date, a rebuild of your indexes would be a great idea and solve that situation!) The other use for a match check is as a “double check” or “veto” of your matching rule. For example, if you have a matching rule as below:

Umbral de coincidencia: 100

Match point on 020$a 1000

Match check on 245$a

Koha will first look at the 020$a tag/subfield to see if the incoming record matches an existing record. If it does, it will then move on to the Match Check and look directly at the 245$a value in the incoming data and compare it to the 245$a in the existing “matched” record in your catalog. If the 245$a matches, Koha continues on as if a match was successful. If the 245$a does not match, then Koha concludes that the two records are not a match after all. The Match Checks can be a really useful tool in confirming true matches.

When looking to create matching rules for your authority records the following indexes will be of use:

Index name

Matches MARC tag

LC-cardnumber

010$a

Personal-name

100$a

Corporate-name-heading

110$a

Meeting-name

111$a

Title-uniform

130$a

Chronological-term

148$a

Subject-topical

150$a

Name-geographic

151$a

Term-genre-form

155$a

Table: Authority indexes

Adding matching rules

Para crear una nueva regla de coincidencia:

  • Click “New record matching rule”

    image209

    • Seleccione un nombre único e ingréselo en el campo “Código de regla de coincidencia”

    • “Descripción” puede ser cualquier cosa que deje en claro qué regla está eligiendo

    • “Límite de coincidencia” - El total de “puntos” que debe sumar un registro para considerarse una “coincidencia”

    • “Record type” is the type of import this rule will be used for - either authority or bibliographic

    • Los puntos de coincidencia se establecen para determinar cuales campos deben coincidir

    • “Search index” can be found by looking at the index configuration on your system. For Zebra you might find the right index names in your ccl.properties file. You can also find useful information in the Índices de búsqueda en Koha chapter of this manual.

    • “Score” - The number of “points” a match on this field is worth. If the sum of each score is equal or greater than the match threshold, the incoming record is a match to the existing record.

    • Enter the MARC tag you want to match on in the “Tag” field.

    • Enter the MARC tag subfield you want to match on in the “Subfields” field. For matching on controlfields like 001 the subfields input field can be left empty.

    • “Offset” - Para usar en campos de control, 001-009

    • “Longitud” - Para usar en campos de control, 001-009

    • There are currently several options for “Normalization rules”:

      • None - no normalization rule will be applied

      • Remove spaces

      • Uppercase

      • Lowercase

      • Legacy default - this option was added to maintain the behaviour form before the other normalization rules became available.

      • ISBN - using this option will improve matching on ISBN. If your incoming records ISBN fields contain extra text, like “9780670026623 (alk. paper)”, they will still match correctly.

    • “Required match checks” - While match points work on the search index, match checks work directly on the data and can be used as the matching criteria instead of the match points or in addition to them to confirm true matches.

Sample bibliographic record matching rule: Control number

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  • Umbral de coincidencia: 100

  • ctype:b Bibliografías

    • Nota

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

  • Puntos de coincidencia (solo uno):

  • Buscar en el índice: número de control

  • Score: 100

  • Etiqueta: 001

    • Nota

      este campo es para el número de control asignado por la organización a crear, usar o distribuir el registro

  • Subfields: empty

  • Offset: 0

  • Longitud: 0

  • Normalization rule: None

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

    image211

OAI sets configuration

En esta página puede crear, modificar y eliminar conjuntos OAI-PMH

Crear un conjunto

Para crear un conjunto:

  • Haga clic en el enlace “Agregar un nuevo conjunto”

  • Rellene los campos obligatorios “setSpec” y “setName”

  • Entonces puede agregar descripciones para este conjunto. Para hacerlo haga clic en “Agregar descripción” y rellene la casilla de texto creada. Puede agregar cuantas descripciones desee.

  • Haga clic en al botón “Guardar”

Modify/delete a set

Para modificar un conjunto, haga clic en el enlace “Modificar” en la mísma línea del conjunto que desea modificar. Aparecerá un formulario similar al de creación y le permitirá modificar setSpec, setName y descripciones.

Para eliminar un conjunto, solo haga clic en el enlace “Eliminar” en la misma línea del conjunto que desea eliminar.

Defina correspondencias

Here you can define how a set will be build (what records will belong to this set) by defining mappings. Mappings are a list of conditions on record content.

  • Cumplimente los campos “Campo”, “Subcampo” y “Valor”. Por ejemplo si quiere incluir en este conjunto todos los registros que tengan un 999$9 con valor “XXX”. Cumplimente “Campo” con 999, “Subcampo” con 9 y “Valor” con XXX.

  • If you want to add another condition, click on “Add” button and repeat step 1. You can choose between “and” or “or” boolean operators to link your conditions.

  • Haga clic en “Guardar”

Para eliminar una condición, solo deje al menos uno de “Campo”, “Subcampo” o “Valor” y haga clic en “Guardar”.

Nota

En realidad, una condición es verdadera si el valor en el subcampo correspondiente es estrictamente igual a lo que se define si “Valor”. Un registro que cuenta con 999$9 = “XXX YYY «no pertenecer a un conjunto donde la condición es de 999$9 =”XXX “.

Y es sensible a mayúsculas: un registro que tiene 999$9 = “xxx” no pertenecerá a un conjunto cuya condición sea 999$9 = “XXX”.

Crear conjuntos

Once you have configured all your sets, you have to build the sets. This is done by calling the script misc/migration_tools/build_oai_sets.pl.

Campos para búsqueda en ítems

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

image1205

To add a new search term simply click the “New search field” button

image1206

  • Nombre es un campo para identificar el término de búsqueda

  • Etiqueta es lo que aparecerá en la página de búsqueda de ítem

  • Campo MARC le permite escoger el campo en el que desea realizar la búsqueda

  • Subcampo MARC es el subcampo donde desea realizar la búsqueda

  • La categoría de valores autorizados puede ser utilizada para convertir este campo de búsqueda en un menú desplegable en lugar de un campo de texto libre

Una vez su nuevo campo es agregado, será visible en la parte superior de ésta página y en la página de búsqueda de ítem

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Search engine configuration

Once you have switched to Elasticsearch in your SearchEngine system preference, you’ll see a new link for Search engine configuration in the Catalog section of Administration. Here you will manage indexes, facets, and their mappings to MARC fields and subfields.

Adquisiciones

El módulo de adquisiciones de Koha proporciona una forma para que la biblioteca haga los pedidos a sus proveedores y gestione los presupuestos de adquisiciones.

Antes de utilizar el Módulo de Adquisiciones, debe asegurarse de que está configurado de acuerdo a sus necesidades.

  • Ir a: Más > Administración > Adquisiciones

Currencies and exchange rates

Si usted hace pedidos a más de un país debe completar la entrada de cambio de divisas para que el módulo de adquisiciones pueda calcular correctamente los totales.

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

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Nota

Estos datos no se actualizan automáticamente, así que asegúrese de mantenerlos al día para que su contabilidad se mantenga correcta.

Nota

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

El código ISO que ingrese será utilizado cuando importe archivos MARC con la herramienta de archivos prepareados, la misma intentará encontrar y utilizar el precio de la moneda activa.

La moneda activa es la principal moneda que se utiliza en su biblioteca. Su moneda activa tendrá una marca de verificación en la columna «Activo». Si usted no tiene una moneda activa se muestra un mensaje de error diciendo que elija una moneda de activa.

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Presupuestos

Budgets are used for tracking accounting values related to acquisitions. For example you could create a budget for the current year (ex. 2015) and then break that into Fondos for different areas of the library (ex. Books, Audio, etc).

  • Ir a: Más > Administración > Adquisiciones > Presupuestos

Cuando visite la administración principal de presupuestos verá dos pestañas, una para presupuestos activos y otra para inactivos.

image214

Adding budgets

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

Add a new budget

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

image215

  • Seleccione el período de tiempo para este presupuesto, ya sea un año académico, un año fiscal, trimestre, etc.

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

  • En la caja de cantidad no utilice ningún símbolo, simplemente ingrese la cantidad del presupuesto con números y decimales.

  • Marcando un presupuesto activo lo hace utilizable para generar pedidos en el módulo de adquisiciones, incluso si el pedido se realiza después de la fecha de finalización del presupuesto. Esto le permite registrar pedidos que fueron generados en el período presupuestario previo.

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

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

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Duplicate a budget

Para duplicar un presupuesto del año anterior, haga clic en el vínculo del nombre del presupuesto de la lista de los presupuestos

image217

On the screen listing the budget breakdown click the “Edit” button at the top and choose to “Duplicate budget”

image218

También puede hacer clic en el botón “Acciones” a la derecha del presupuesto y seleccionar “Duplicar”.

image1208

En ambos casos, se le presentará un formulario en el que, simplemente, necesitará ingresar las nuevas fechas de inicio y finalización y guardar el presupuesto.

image219

Seleccione la casilla “Marque el presupuesto original como inactivo” si ya no se va a utilizar el presupuesto original.

Seleccione la casilla “Establecer todos los fondos a cero” si desea que el nuevo presupuesto contenga todas las mismas estructuras de fondos como el presupuesto anterior, pero no las asignaciones, hasta que usted introduzca, manualmente, una cantidad en el fondo.

Esto no solo duplicará su presupuesto, sino que todos los fondos asociados con ese presupuesto de modo que pueda reutilizar presupuestos y fondos de año a año, de esta forma, se puedan mover pedidos sin recibir y, si se desea, fondos no gastados de un presupuesto previo al nuevo presupuesto.

Cerrar un presupuesto

Close a budget to move or roll over unreceived orders and if desired unspent funds from a previous budget to a new budget. Before closing your budget you might want to duplicate the previous year’s budget so that you have somewhere for the unreceived orders to roll to.

Encuentre el presupuesto anterior con pedidos sin recibir en la pestaña de Presupuestos activos o Presupuestos inactivos y seleccione “Cerrar” bajo “Acciones.”

image1209

Nota

In order for the unreceived orders to be automatically moved to the new budget, the fund structures in the previous budget must exist in the new budget. Budgets without unreceived orders cannot be closed.

Al seleccionar “Cerrar” se le presentará un formulario.

image1210

Utilice el desplegable “Seleccione un presupuesto” para elegir el nuevo presupuesto de los pedidos sin recibir.

Seleccione la casilla “Mueva fondos no gastados restantes” para mover los montos no gastados de los fondos del presupuesto que está por cerrarse al presupuesto seleccionado.

Una vez ha realizado sus elecciones, haga clic en el botón “Mueva pedidos sin recibir”. Se le presentará un cuadro de diálogo que dice: “Usted ha elegido mover todos los pedidos sin recibir desde “Presupuesto X” a “Presupuesto Y”. Esta acción no puede ser revertida. ¿Desea continuar?” Presupuesto X es el presupuesto que se va ha cerrar y Presupuesto Y es el presupuesto seleccionado.

image1211

Si todo parece correcto haga clic en “Aceptar” y los pedidos sin recibir y, si esta seleccionado, se trasladarán los fondos no gastados.

Espere hasta que el “Informe después de mover pedidos sin recibir del presupuesto X a Y” sea desplegado. Esto mostrará una lista de los números de pedido que han sido impactados (agrupados por el fondo) y detalla si el pedido sin recibir fue movido o si hubo un problema. Por ejemplo, si el nuevo presupuesto no contiene un fondo con el mismo nombre que el presupuesto anterior, el pedido no será movido.

image220

Fondos

  • Ir a: Más > Administración > Adquisiciones > Fondos

Agregar un fondo

Un fondo es añadido a un presupuesto.

Importante

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

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

image221

En el formulario que aparece, usted querrá ingresar los datos básicos sobre su fondo.

image222

Los tres primeros campos son obligatorios, los restantes son opcionales

  • Fund code is a unique identifier for your fund

  • The fund name should be something that librarians will understand

  • La cantidad debe ser ingresada con números enteros y decimales, sin otros caracteres

  • Advertencia en (%) o Advertencia en (cantidad) se pueden llenar para hacer que Koha le avise antes de gastar un determinado porcentaje o la cantidad de su presupuesto. Esto le evitará un gasto excesivo.

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

  • Elegir en qué biblioteca se utiliza este fondo

  • Puede restringir quién puede hacer pedidos desde un fondo, seleccionando un “propietario”, “propietario y usuarios” o “propietario, usuarios y biblioteca” desde el menú “Restringir acceso a”

    image223

    • Importante

      Importante: Sin un propietario, la restricción de acceso será ignorada, asegúrese de introducir un propietario, así como elegir una restricción

  • Las notas se usan para hacer descripciones. Es conveniente agregar notas para que los bibliotecarios sepan cuando usar este fondo

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

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

Cuando haya completado, haga clic en “Enviar” y será dirigido a una lista de los fondos del presupuesto.

image224

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

  1. Base-level allocated is the “Amount” value you defined when creating the fund

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

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

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

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

  6. Base-level available is 1 - 2

  7. Total available is 1 - 3

To the right of each fund you will find the “Actions” button under which you will find the “Edit,” “Delete,” and “Add child fund” options.

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A child fund simply a sub-fund of the fund listed. An example would be to have a fund for “Fiction” and under that have a fund for “New releases” and a fund for “Science Fiction.” It is an optional way to further organize your finances.

Los fondos con sub-fondos asociados se mostrarán con una pequeña flecha a la izquierda. Al hacer clic se le mostrarán los fondos asociados.

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Budget planning

Cuando vea la lista de fondos haga clic en el botón “Planificación” y seleccione como planifica gastar su presupuesto.

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Si se elige “Planificación mensual” se podrá ver la cantidad presupuestada desglosada por meses:

image228

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

image229

Desde aquí usted puede planear su gasto presupuestario introduciendo manualmente los valores o haciendo clic en el botón “Auto-completar fila”. Si opta por auto-completar el formulario, el sistema tratará de dividir el monto correspondientemente, deberá realizar algunas ediciones para dividir más precisamente.

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Una vez se hayan realizado los cambios, haga clic en el botón “Guardar”. Si desea exportar sus datos como un archivo CSV, ingrese el nombre el archivo en el campo “Salida a archivo de nombre” y haga clic en el botón “Exportar”.

image231

EDI accounts

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

Nota

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

To add account information click the “New account” button.

image1212

En el formulario que aparece deberá introducir al menos una fecha para realizar la búsqueda.

Confirmación de nueva cuenta

Cada proveedor tendrá una cuenta.

Biblioteca EANs

Una biblioteca EAN es el identificador que un proveedor proporciona a una biblioteca para devolver información a ellos, de esta manera, ellos saben cual cuenta usar cuando facturan. Una cuenta EDI puede tener varios EANs.

To add an EAN click the “New EAN” button.

New EAN

En el formulario que aparece deberá introducir al menos una fecha para realizar la búsqueda.

New EAN form

Additional parameters

  • Get there: More > Administration > Additional parameters

Servidores Z39.50/SRU

Z39.50 is a client/server protocol for searching and retrieving information from remote computer databases, in short it’s a tool used for copy cataloging.

SRU- Search/Retrieve via URL - is a standard XML-based protocol for search queries, utilizing CQL - Contextual Query Language - a standard syntax for representing queries.

Using Koha you can connect to any Z39.50 or SRU target that is publicly available or that you have the log in information to and copy both bibliographic and/or authority records from that source.

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

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

image232

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

Add a Z39.50 target

  • From the main Z39.50 page, click “New Z39.50 server”

    image233

    • “servidor Z39.50” se debe completar con un nombre que le ayude a identificar la fuente (como el nombre de la biblioteca).

    • “Hostname” será la dirección del servidor Z39.50.

    • “Puerto” indica a Koha que puertos escuchar para obtener resultados de este servidor.

    • “ID de usuario” y “Contraseña” son solo requeridas para servidores que están protegidos por contraseñas.

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

    • “Rank” le permite ingresar dónde en la lista desea que aparezca este objetivo.

      • Si se deja en blanco los objetivos estarán en orden alfabético.

    • “Attributes” lets you define PQF attributes to be added to all queries.

    • “Sintaxis” es el tipo de MARC que usted utiliza.

    • “Codificación” indica al sistema cómo leer caracteres especiales.

    • “Timeout” es útil para los servidores que toman mucho tiempo. Puede configurar el tiempo de espera para que no se siga intentando sobre el servidor si los resultados no se encuentran en un período razonable de tiempo.

    • “Tipo de registro” permite definir si se trata de un servidor bibliográfico o de uno de autoridades.

    • “XSLT file(s)” lets enter one or more (comma-separated) XSLT file names that you want to apply on the search results.

      • Al recuperar los registros de servidores externos puede que desee automatizar algunos cambios en esos registros. Los XSLTs le permiten hacer esto. Koha incluye algunos archivos XSLT de ejemplo listos para su uso en el directorio /koha-tmpl/intranet-tmpl/prog/en/xslt/:

        • Del952.xsl: Elimina ítems (MARC21/NORMARC)

        • Del995.xsl: Elimina ítems (UNIMARC)

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

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

Suggested bibliographic Z39.50 targets

Koha libraries with open Z39.50 targets can share and find connection information on the Koha wiki: http://wiki.koha-community.org/wiki/Koha_Open_Z39.50_Sources. You can also find open Z39.50 targets by visiting IRSpy: http://irspy.indexdata.com.

Los siguientes servidores se han utilizado con éxito en otras bibliotecas Koha (en las América):

  • ACCESS PENNSYLVANIA 205.247.101.11:210 INNOPAC

  • CUYAHOGA COUNTY PUBLIC webcat.cuyahoga.lib.oh.us:210 INNOPAC

  • GREATER SUDBURY PUBLIC 216.223.90.51:210 INNOPAC

  • HALIFAX PUBLIC catalogue.halifaxpubliclibraries.ca:210 horizon

  • HALTON HILLS PUBLIC cat.hhpl.on.ca:210 halton_hills

  • LIBRARY OF CONGRESS lx2.loc.gov: 210 LCDB

  • LONDON PUBLIC LIBRARY catalogue.londonpubliclibrary.ca:210 INNOPAC

  • MANITOBA PUBLIC library.gov.mb.ca:210 horizon

  • MILTON PL cat.mpl.on.ca:210 horizon

  • NATIONAL LIBRARY OF WALES cat.llgc.org.uk:210 default

  • NHUPAC 199.192.6.130:211 nh_nhupac

  • OCEAN STATE LIBRARIES (RI) catalog.oslri.net:210 INNOPAC

  • OHIOLINK olc1.ohiolink.edu:210 INNOPAC

  • PUBCAT prod890.dol.state.vt.us:2300 unicorn

  • SAN JOAQUIN VALLEY PUBLIC LIBRARY SYSTEM (CA) hip1.sjvls.org:210 ZSERVER

  • SEATTLE PUBLIC LIBRARY ZSERVER.SPL.ORG:210 HORIZON

  • TORONTO PUBLIC symphony.torontopubliclibrary.ca:2200 unicorn

  • TRI-UNI 129.97.129.194:7090 voyager

  • VANCOUVER PUBLIC LIBRARY z3950.vpl.ca:210 Horizon

Servidores de Autoridad Z39.50 sugeridos

Los siguientes servidores se han utilizado con éxito en otras bibliotecas Koha (en las América):

  • LIBRARIESAUSTRALIA AUTHORITIES z3950-test.librariesaustralia.nla.gov.au:210 AuthTraining ID de usuario: ANLEZ / Contraseña: z39.50

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

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

Add a SRU target

  • From the main Z39.50/SRU page, click “New SRU server”

    image234

    • “Nombre del servidor” se debe completar con un nombre que le ayude a identificar la fuente (como el nombre de la biblioteca).

    • “Hostname” será la dirección del servidor Z39.50.

    • “Puerto” indica a Koha que puertos escuchar para obtener resultados de este servidor.

    • “ID de usuario” y “Contraseña” son solo requeridas para servidores que están protegidos por contraseñas.

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

    • “Rank” le permite ingresar dónde en la lista desea que aparezca este objetivo.

      • Si se deja en blanco los objetivos estarán en orden alfabético.

    • “Sintaxis” es el tipo de MARC que usted utiliza.

    • “Codificación” indica al sistema cómo leer caracteres especiales.

    • “Timeout” es útil para los servidores que toman mucho tiempo. Puede configurar el tiempo de espera para que no se siga intentando sobre el servidor si los resultados no se encuentran en un período razonable de tiempo.

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

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

      • Para refinar aún más sus búsquedas, puede agregar los siguientes nombres de índice al Mapeo de campo de búsqueda SRU. Para ello, edite el servidor y haga clic en el botón Modificar junto a este campo.

        Título

        dc.title

        ISBN

        bath.isbn

        Cualquiera

        cql.anywhere

        Autor

        dc.author

        ISSN

        bath.issn

        Tema

        dc.author

        ID estándar

        bath.standardIdentifier

        Table: SRU mapping

    • “XSLT file(s)” lets enter one or more (comma-separated) XSLT file names that you want to apply on the search results.

      • Al recuperar los registros de servidores externos puede que desee automatizar algunos cambios en esos registros. Los XSLTs le permiten hacer esto. Koha incluye algunos archivos XSLT de ejemplo listos para su uso en el directorio /koha-tmpl/intranet-tmpl/prog/en/xslt/:

        • Del952.xsl: Elimina ítems (MARC21/NORMARC)

        • Del995.xsl: Elimina ítems (UNIMARC)

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

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

¿Quiso decir?

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

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

Importante

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

Utilizando esta página puede controlar cuales opciones presenta Koha a usuarios en sus resultados de búsqueda.

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Para habilitar la barra “¿Quiso decir?” en sus resultados de búsqueda deberá seleccionar la casilla al lado de cada plugin que dese utilizar. Los dos plugins que tiene para elegir son:

  • El plugin ExplodedTerms sugiere que el usuario pruebe buscar por términos más generales/específicos/relacionados para una dada búsqueda (ej. un usuario buscando por «Nueva York (Estado)» puede hacer clic el enlace para términos específicos si está también interesado en «Nueva York (Ciudad)». Esto solo es relevante para bibliotecas con datos de autoridades altamente jerárquicos.

  • El plugin AuthorityFile busca el archivo de autoridades y sugiere que el usuario podría estar interesado en libros enlazados a las primeras 5 autoridades

Si desea que un plugin tenga prioridad sobre otro arrástrelo simplemente encima del otro.

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

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

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Table settings

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

  • Get there: Administration > Additional parameters > Table settings

Screenshot of the Table settings page, where we can see all the modules of Koha that have customizable tables

Al hacer clic en el módulo que desee editar las tablas, se le mostrará las opciones disponibles para usted.

This area lets you control the columns that show in the table in question. If nothing is hidden you will see no check marks in the “is hidden by default” column.

The currencies table settings, no columns are marked as hidden

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

The currencies administration table, all columns are visible

If columns are hidden they will have checks in the “is hidden by default” column.

The currencies table settings, the symbol and ISO code columns are marked as hidden

And hidden when you view the table.

The currencies administration table, the symbol and ISO code columns are hidden

The “Cannot be toggled” column is used to prevent individual users from showing or hiding this column when viewing the table.

Individual users can toggle columns using the “Columns” button at the top of the table.

The button 'Columns' above the currencies administration table is clicked open and all the column names appear

For example, in the Currencies table, the “Currency” and “Rate” columns cannot be toggled. When the user clicks on the “Columns” button, they are not able to choose whether these two columns are hidden or visible.

Note that using the “Columns” button show or hide columns will only toggle them for the current user and session. Once the user logs out, the columns will go back to their default settings as set in the table settings administration page. It will not affect any other user.

Module

Tables

Adquisiciones

Administración

Authorities

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

Catalog

  • Acquisition details (acquisitiondetails-table)

  • Checkout history (checkoutshistory-table)

  • Holdings/items (holdings_table)

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

Cataloging

Circulation

Course reserves

  • Courses (courses page, course_reserves_table)

  • Reserves (reserves page, course_reserves_table)

Interlibrary loans

Patrons

Point of sale

Tools

OPAC

Reports

Serials

Nota

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

Nota

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

Alertas audibles

If you have your AudioAlerts preference set to “Enable” you will be able to control the various alert sounds that Koha uses from this area.

  • Get there: More > Administration > Additional parameters > Audio alerts

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

image1213

You can edit the defaults by clicking the “Edit” button to the right of each alert.

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You can assign alerts to other CSS classes in Koha by entering that information in the selector box. For example if you enter

body:contains('Check in message')

Then when you visit the checkin page you will hear an alert.

Every page in Koha has a unique ID in the body tag which can be used to limit a sound to a specific page

Any ID selector (where HTML contains id=»name_of_id» ) and can also be a trigger as: #name_of_selector

Proveedores de telefonía móvil SMS

Importante

This option will only appear if the SMSSendDriver preference is set to “Email”

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

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Algunos ejemplos de valores son:

Mobile Carrier

SMS Gateway Domain

Alltel

sms.alltelwireless.com

AT&T

txt.att.net

Boost Mobile

sms.myboostmobile.com

Project Fi

msg.fi.google.com

Predeterminado: pública

text.republicwireless.com

Sprint

messaging.sprintpcs.com

T-mobile

tmomail.net

U.S. Cellular

email.uscc.net

Verizon Wireless

vtext.com

Virgin Mobile

vmobl.com

Table: SMS provider examples

To add new providers enter the details in the form and click “Add new” to save.

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

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Share your usage statistics

You can share your Koha usage statistics with the Hea community. Sharing your usage statistics helps with the development of Koha as the community regularly checks these statistics to make decisions.

Note that statistics are anonymized and no patron information is shared.

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

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  • Share my Koha usage statistics:

    • The default choice is “Undecided”, this make the message appear on the administration main page.

    • Choose “yes” if you want to share your usage statistics

    • Choose “no” if you don’t want to share your statistics and you don’t want to see the message on the administration page

  • Your country: choose the country where your library is located

  • Library name: enter your library’s name

  • Library type: choose your library’s type

  • Library URL: enter your library’s Web site URL

  • Last update: here your will see the last date when your data was uploaded to the Hea website

  • Geolocation: use the map on the right to put the marker where your main library is situated. The coordinates will appear in the Geolocation field.

  • Libraries information: if you have more than one branch, you can choose “yes” here to put all your branches on the map

  • See your public page: this is the URL to your information on the Hea website.

Click “Update your statistics usage” to save the information.

Share content with Mana KB

Mana KB is a worldwide knowledge base used to share content specific to libraries. Koha is currently connected to Mana Kb in order to share serial subscription models and reports. This section is used to configure your connexion with Mana KB.

Get there: More > Administration > Additional parameters > Share content with Mana KB

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In the form, choose whether you want to use Mana KB to share content or not. The default is «No, let me think about it». If you do want to use Mana KB, change the option to «Yes». If you do not want to share with Mana KB, choose «No», this will remove the blue rectangle from the Administration home page.

The rest of this section assumes you chose «Yes».

Choose whether you want to share your subscription models automatically. This means that every time you create a subscription in the serials module, it will be automatically shared with Mana KB and other libraries will be able to copy it.

In order to configure Mana KB, you must get a Mana KB token to authenticate your Koha installation on the Mana KB server.

Enter your name or your organization’s name in the «Your name» field.

Enter your email in the «Email» field. Make sure you have access to this email inbox since you will receive further information by email.

Once you send your information to Mana KB, you will get a Mana KB token.

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In the email your receive, click on the confirmation link and confirm you are not a robot to finish the Mana KB setup.

Additional fields

This section is used to add custom fields to serial subscriptions or order baskets.

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

Click on «Create field»

Fill out the form

Add field form

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

  • Authorized value category: if you want to add a drop-down menu to the field choose an authorized value category here (you can also create a new authorized value category if you need to).

  • MARC field: for additional subscription fields, it is possible to link the field to a MARC field. The additional field will be automatically populated with the corresponding record’s value for this MARC field.

Nota

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

Advertencia

If you choose the MARC field, make sure you enter it in this format: field$subfield

For example: 590$a

  • Searchable: check this box if you want to be able to search baskets or subscriptions based on this field

Examples of additional fields

Example 1: Additional subscription field using authorized values

You might want to track which department you’re ordering this serial for

  • In the “Name” field, enter “Department”

  • In the “Authorized value category” field, choose DEPARTMENT

  • Check the “Searchable” box

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

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

Add a new subscription form (2 of 2)

When you view the subscription, the field will appear under “Additional fields”.

Subscription details page, Information tab

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

Serials advanced search form

Example 2: Additional field using MARC field

This is particularly useful if you want to view bibliographic information in the subscription detail page. In this example, we will add the 521$a field, which is, in MARC21, the target audience note.

  • In the “Name” field, enter “Target audience”

  • In the “MARC field” field, enter “521$a”

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

Nota

You will not be able to edit this field from the subscription form. If you need to add or change the value in this field, you must go through the cataloging module.

When you view the subscription, the field and the information from the bibliographic record will appear under “Additional fields”.

Subscription details page, Information tab