Administrace

Basic parameters

Get there: More > Administration

Důležité

Konfigurujte všechny „parametry“ v pořadí jak se objevují.

Knihovny

Při nastavování Koha systému, budete potřebovat přidat informace o každé knihovně, která bude sdílet váš systém. Tato data jsou využívána v několika oblastech 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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Poznámka

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

Adding a library

Chcete-li přidat novou knihovnu:

  • Click ‚New library‘

  • V horní části formuláře se zeptá na některé základní informace o knihovně

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    • Kód knihovny by neměl obsahovat mezery a měl by mít 10 nebo méně znaků. Tento kód bude použit jako unikátní identifikátor v databázi.

    • Název knihovny bude zobrazen v on-line katalogu kdekoliv se bude potřeba odkázat na konrétní knihovnu, měl by tedy být srozumitelný především pro Vaše čtenáře.

  • Dále můžete zadat základní kontaktní informace o pobočce

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    • Pole adresy a kontaktu mohou být použity k vytvoření poznámek pro každou knihovnu

    • Pole pro e-mailovou adresu není nutné, ale je třeba aby bylo vyplněno pro každou knihovnu ve vašem systému

      • Důležité

        Ujistěte se, že jste dobře zadali e-mailovou adresu knihovny, aby byla upozornění posílána z a na správný e-mail.

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

      • Poznámka

        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.

      • Poznámka

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

    • Pokud je vyplněna URL adresa, použije se k vytvoření odkazu na názvu knihovny v přehledu jednotek v on-line katalogu

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    • 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

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

      • Důležité

        An IP address is required if you have enabled AutoLocation

    • If this library has a specific MARC organization code [http://www.loc.gov/marc/organizations/orgshome.html], 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

    Poznámka

    Z uvedených polí jsou vyžadovány pouze „Kód knihovny“ a „Název“

Editing/deleting a library

Nebudete schopni odstranit všechny knihovny, které mají čtenáře nebo jednotky s ní související.

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Každá knihovna bude mít odkaz „Upravit“ napravo. Klepnutím na tento odkaz editujete/změníte detaily příslušné knihovny.

Důležité

Nebudete schopni editovat „Kód knihovny“

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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Přidávání skupiny

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.

    Poznámka

    This can be overridden 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 functionality.

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

Adding circulation desks

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

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

  • Choose the library in which this desk is.

  • Click ‚Submit‘.

Editing a circulation desk

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

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

Deleting a circulation desk

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

Item types

Koha umožňuje organizovat vaši sbírku podle typů jednotek a kódů sbírek

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

Item types typically refer to the material type (Book, CD, DVD, etc), but can be used in any way that works for your library.

Item types table

Poznámka

  • 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.

  • Můžete si vybrat a mít ikonku spojenou s tímto typem jednotky

    • Můžete si vybrat z řady kolekcí obrázků

    • Můžete odkazovat na vzdálený obrázek

    • Nebo nemusíte mít k obrázku přidruženou žádnou položku

      Důležité

      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.

  • Pro jednotky, které se nepůjčují, zaškrtněte volbu „Nelze vypůjčit“

    • Jednotky označené jako ‚Nelze vypůjčit‘ se zobrazí v katalogu, ale nebude možné je půjčit čtenářům

  • 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.

      Důležité

      Nevkládejte symboly do tohoto pole, jen čísla a desetinné tečky (např. $5.00 by měla být vložená hodnota 5 nebo 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.

    Důležité

    Nevkládejte symboly do tohoto pole, jen čísla a desetinné tečky (např. $5.00 by měla být vložená hodnota 5 nebo 5.00)

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

    Důležité

    Nevkládejte symboly do tohoto pole, jen čísla a desetinné tečky (např. $5.00 by měla být vložená hodnota 5 nebo 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 check-in message type can be a ‚message‘ or an ‚alert‘. The only difference between these two is the styling. By default a message is blue

      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.

    Poznámka

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

    Poznámka

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

  • When finished, click ‚Save changes‘

    Poznámka

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

  • Váš nový typ jednotky se objeví na seznamu

    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.

Důležité

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.

Důležité

Nebudete moci odstranit typy jednotek, které jsou používány v jednotkách ve vašem systému.

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

  • COUNTRY

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

  • DAMAGED

    • 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.

Varování

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 canceled. 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.

Varování

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.

Varování

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 canceled, 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.

Varování

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.

Varování

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.

Varování

The authorized values for this category must be numerical.

  • YES_NO

    • Obecně autorizované hodnoty polí, které mohou být použity kdekoliv potřebujete jednoduché menu ano/ne.

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

      • Yes (1)

      • No (0)

Add new authorized value category

Kromě již existujících systémem přednastavených kategorií mohou knihovníci přidávat vlastní kategorie autorizovaných hodnot pro kontrolu dat vkládaných do systému. Pro přidání nové kategorie:

  • Click ‚New category‘

    image144

  • Omezte vaší kategorii na 10 znaků (něco zkraťte, ale aby bylo patrné o co jde)

    • Důležité

      Kategorie nemohou obsahovat mezery ani zvláštní znaky, kromě podtržítka a pomlčky.

  • Při přidávání nové kategorie budete vyzváni k vytvoření alespoň jedné autorizované hodnoty

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

      • Důležité

        Autorizovaný hodnota je omezena na 80 znaků a nesmí obsahovat mezery ani zvláštní znaky, kromě podtržítka nebo pomlčky.

    • Použijte pole „Popis“ pro aktuální hodnotu, která se zobrazí. Pokud chcete ukázat něco jiného v OPACu, zadejte „Popis (OPAC)“

    • Pokud byste chtěli omezit toto autorizovanou hodnotu kategorie jen na určité knihovny, můžete si vybrat z nabídky „Omezení poboček“ . Chcete-li to vidět pro všechny knihovny, vyberte si „Všechny pobočky“ v horní části seznamu.

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

  • Klikněte na Uložit

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

    image145

Add new authorized value

Nové povolené hodnoty mohou být přidány do nové nebo kterékoliv existující kategorie. Pro přidání hodnoty:

  • Klikněte na tlačítko ‚Nová ověřená hodnota pro…‘

    image146

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

    • Důležité

      Autorizovaný hodnota je omezena na 80 znaků a nesmí obsahovat mezery ani zvláštní znaky, kromě podtržítka nebo pomlčky.

  • Použijte pole „Popis“ pro aktuální hodnotu, která se zobrazí. Pokud chcete ukázat něco jiného v OPACu, zadejte „Popis (OPAC)“

  • Pokud byste chtěli omezit toto autorizovanou hodnotu kategorie jen na určité knihovny, můžete si vybrat z nabídky „Omezení poboček“ . Chcete-li to vidět pro všechny knihovny, vyberte si „Všechny pobočky“ v horní části seznamu.

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

  • Klikněte na Uložit

  • Nová hodnota se objeví na seznamu vedle stávajících hodnot

    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

Nastavení pro řízení informací o výpůjčkách a čtenářích

Patron categories

Kategorie čtenářů vám dovolují organizovat čtenáře do rozdílných úloh, věkových skupin a čtenářských typů.

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

Patron categories table

Poznámka

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

Přidávání kategorie čtenáře

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.

    • Toto pole je povinné, aby bylo možné uložit kategorii čtenáře. Pokud pole necháte prázdné, dostanete chybovou hlášku.

  • Description: a plain text version of the category.

    • The description will be visible throughout Koha.

    • Toto pole je povinné, aby bylo možné uložit kategorii čtenáře. Pokud pole necháte prázdné, dostanete chybovou hlášku.

  • 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

    • Toto pole je povinné, aby bylo možné uložit kategorii čtenáře. Pokud pole necháte prázdné, dostanete chybovou hlášku.

Varování

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.

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

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

      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).

Varování

Only enter numbers and decimals in this field.

Poznámka

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.

Poznámka

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.

Varování

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.

    • Toto pole je povinné, aby bylo možné uložit kategorii čtenáře. Pokud pole necháte prázdné, dostanete chybovou hlášku.

  • 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.

Poznámka

This requires that you have EnhancedMessagingPreferences system preference set to ‚Allow‘.

Varování

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

Pravidla se aplikují z nejvíce specifických po méně konkrétní, s použitím prvního nalezeného v tomto pořadí:

  • 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.

    Důležité

    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

Můžete zvolit libovolnou kombinaci kategorií čtenářů a typu jednotek, na které se mají pravidla vztahovat

Circulation rules table

  • Nejprve vyberte, pro kterou kategorii čtenářů chcete použít dané pravidlo. Pokud ponecháte nastavení ‚Všichni‘, bude použito pro všechny kategorie čtenářů

  • 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.

    Důležité

    Vložte pouze čísla nebo desetinná čísla (bez symbolu měny).

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

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

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

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

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

    Důležité

    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.

    Důležité

    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.

    Poznámka

    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.

    Důležité

    This can only be set for the ‚Day‘ unit, not in ‚Hours‘

  • Můžete také definovat maximální počet dní, na které budou čtenáři omezeny služby pomocí nastavení ‚Maximální trvání omezení‘

  • 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.

  • Pokud je povolené prodlužování, můžete nastavit jak dlouho před vypršením výpůjční lhůty lze prodloužení provést ve sloupci „Prodloužit lze X dní před“.

    • 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.

    Důležité

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

    Důležité

    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

    Důležité

    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

Poznámka

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

Provedení klonování Vám bude oznámeno potvrzující zprávou.

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

V této nabídce můžete zvolit výchozí nastavení pro všechny typy jednotek a všechny čtenáře.

  • In ‚Total current checkouts allowed‘ enter the total number of items patrons can have checked out at one time

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

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

  • Řízení kde si čtenáři mohou podat rezervace z nabídky „Rezervační politika“

    • Z kterékoliv knihovny: Čtenáři z kterékoliv knihovny si mohou rezervovat tuto jednotku. (předvoleno)

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

    • Z domovské knihovny: Pouze čtenáři, k jejichž knihovně jednotka náleží, si ji mohou rezervovat.

    • Rezervace nejsou povolené: Žádný uživatel nesmí mít zarezervovanou tuto knihu

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

    • any library

    • item’s hold group

    • patron’s hold group

    • item’s home library

    • item’s holding library

  • Ovládání, kde se vypůjčená jednotka jednotka má vrátit

    • Jednotka se vrací domů

    • Jednotka se vrací do vlastnící pobočky

    • Plovoucí jednotka

      • Pokud položka plave, zůstane tam, kde byla přijata a nikdy se nevrací „domů“.

  • Pokud je vaše podmínka nastavena, můžete ji deaktivovat kliknutím na ‚Deaktivovat‘ napravo od pravidla.

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

Poznámka

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.

Například, pokud máte v matici pravidlo, které říká, čtenáři s kategorií studenti mají povoleno 10 knih a 5 DVD, ale chcete, aby studenti měli zapůjčeno pouze max. 12 věcí najednou. Pokud má student 10 knih, tak již bude mít povoleny pouze 2 DVD.

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

Pro tuto knihovnu můžete upravovat pravidla pro dané typy jednotek bez ohledu na kategorii čtenářů.

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.

    Důležité

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

    Důležité

    These policies are applied based on the ReservesControlBranch system preference.

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

  • any library

  • item’s hold group

  • patron‘ hold group

  • item’s home library

  • item’s holding library

The various return policies have the following effects:

  • Jednotka se vrací domů: Jednotka vyzve knihovníka přenést položku do své domovské knihovny

    • Důležité

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

  • Jednotky se vrací do pobočky, která knihu vypůjčila: Jednotka vyzve knihovníka přenést jednotku zpět do knihovny, kde byla vypůjčena

    • Důležité

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

  • Plovoucí jednotka: Jednotky nebudou přeneseny z pobočky která přijala jednotku, a místo zůstane tam až do ručního převodu nebo výpjčky z jiné pobočky

Například byste mohli umožnit rezervace ve vaší knihovně tak, že Novinky a DVD by nebyly rezervovatelné z jiných poboček. Zde si nastavíte rezervační politiku na “ Z domovské knihovny“ tak, aby tyto předměty mohly být rezervovány, jen pokud pobočka vlastnící jednotku a domovská knihovna čtenáře jsou stejné. Z tohoto formuláře můžete také blokovat úplně rezervace na určité typy jednotek. Tak si to můžete nastavit u plovouích typů jednotek, a pak zůstávají ve svých domovských knihovnách.

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

Běžně se do tohoto pole zapisuje číslo studentského nebo občanského průkazu.

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

  • V poli „Kód typu atributu čtenáře“, zadejte krátký kód k identifikaci tohoto typu

    • Důležité

      Toto pole je omezeno na 10 znaků (jen čísla a písmena)

    • Důležité

      Toto nastavení nelze změnit poté, co je atribut definován

  • Do pole ‚Popis‘ zadejte (jako obyčejný text) obsáhlejší vysvětlení o tom, co má dané pole obsahovat

  • Zaškrtněte vedle políčko „Opakovatelný“, aby čtenářův záznam mohl mít mít více hodnot tohoto atributu.

    • Důležité

      Toto nastavení nelze změnit poté, co je atribut definován

  • Pokud „Jedinečný identifikátor“ je zaškrtnut, bude atribut jedinečný identifikátor, což znamená, že u dvou různých čtenářů nemůže být hodnota tohoto atributu stejná.

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

    • Důležité

      Toto nastavení nelze změnit poté, co je atribut definován

  • Vybrat ‚Zobrazit v OPAC‘ pro zobrazení tohoto atributu na stránce s detaily čtenáře v OPAC.

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

  • Zaškrtněte ‚Vyhledávatelný‘, aby bylo možno vyhledat tento atribut ve vyhledávání čtenářů pro zaměstnance.

  • 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

  • Kategorie autorizovaných hodnot; je-li nějaká vybrána, vstupní stránka záznamu čtenáře povolí jen hodnotu se seznamu autorizovaných hodnot.

    • Nejprve je nutné přidat seznam autorizovaných hodnot, aby se to objevilo v této nabídce

    • Důležité

      autorizovaný seznam hodnot není požadován při dávkovém importu čtenářů.

  • Pokud byste chtěli tento atribut použít pouze ve zvláštních pobočkách, můžete tyto vybrat ze seznamu „Omezení na pobočky“. Zvolte „Všechny knihovny“ pro všechny knihovny.

    • Důležité

      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.

  • Pokud byste chtěli zobrazovat pouze atribut čtenáře jednoho typu, zvolte typ čtenáře z roletky „Kategorie“

  • 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

  • Klikněte na Uložit pro uložení vašeho nového atributu

Hned po přidání se Váš Atribut objeví v Seznamu Atributů a také ve formuláři přidání/úpravy v záznamu o Čtenáři

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Pokud jste nastavili třídy pro uspořádání atributů, tyto třídy se objeví se na formuláři Přidat/editovat čtenáře

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Editing/deleting patron attributes

Každý atribut čtenáře má editační a výmazový odkaz vedle na seznamu atributů.

Některá pole po vytvoření atributu nebude možné upravovat:

  • Kód typu vlastností čtenáře

  • Opakovatelný

  • Jedinečný identifikátor

Nebudete schopni odstranit atribut, pokud je užíván.

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Library transfer limits

Omezit možnost převážet výtisky mezi knihovnami na základě knihovny odesílající, knihovny přijímající a kódu příslušného fondu.

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

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

Předtím než začnete, budete si zřejmě nejdřív chtít vybrat knihovnu, pro kterou budou tato omezení platit.

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

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Kódy fondů je objeví jako záložky nad zaškrtávacími tlačítky:

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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)

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

Náklady na přesuny

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‘.

Důležité

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

Náklady jsou desítkové hodnoty mezi zvolenou maximální hodnotu (např. 1 nebo 100), a 0, která je minimální (žádné náklady). Například, mohli byste použít vzdálenost mezi každou knihovnu v mílích jako „náklady“, pokud by to přesně odpovídalo nákladům na jejich převozy. Možná, že pošty budou mít lepší miru. Knihovny sdílející poštovní úřad budou mít náklady 1, na sousedících poštách budou mít náklad 2, atd.

Chcete-li zadat náklady na dopravu, jednoduše klikněte na buňku, kterou chcete změnit, zrušte zaškrtnutí políčka „Zakázat“ pole a zadejte svoje náklady

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Po vložení ceny stiskněte na klávesnici „Enter“, nebo klikněte na tlačítko „Uložit“ v dolní části matice, abyste uložili změny.

Poznámka

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

Knihovny mohou rozhodnout, zda chtějí mít čtenáře automaticky informovány o výpůjčkách (příjmy a vydeje).

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

Následující nastavení se zakládá na typech čtenářů a položek.

Důležité

Tyto předvolby mohou být přepsány změnami předvolbami u jednotlivých čtenářů, týkajících se zasílání zpráv.

Chcete-li nastavit upozornění na výpujčku:

  • Vyberte vaší knihovnu z roletky nahoře ohrazovky

    image176

    • Chcete-li nastavit předvolby pro všechny knihovny, udržujte menu nastavené na ‚Default‘

  • Ve výchozím nastavení pro všechny typy jednotek jsou všichni čtenáři informováni o všech výpůjčkách i navráceních. Chcete-li toto změnit, klepněte na kombinaci typů jednotka/čtenář, pro které byste chtěli zastavit zasílání oznámení.

    image177

    • Ve výše uvedeném příkladě, Mladiství a Děti nedostanou oznámení o zapůjčení.

Cities and towns

Pro standardizování vstupů čtenáře, můžete definovat města nebo obce, ve vašem regionu, takže když jsou přidávání noví čtenáři, knihovníci prostě musejí vybrat město ze seznamu namísto nutnosti zadat město a zip (PSČ).

  • 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

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Města mohou být kdykoli upravena či odstraněna.

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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Toto umožní snadné vkládání místních jmen do čtenářova záznamu, aniž byste riskovali možnost překlepů či chybných Zip/PSČ kódů.

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.

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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“.

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

System debit types

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Adding a new debit type

To add a new debit type:

  • Click ‚New debit type‘

    image1446

    • Enter a code (limited to 64 letters)

    • Enter the default amount

      Poznámka

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

      Poznámka

      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‘

      Poznámka

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

    • Klikněte na Uložit

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

  • Klikněte na Uložit

Archiving a debit type

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

Poznámka

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‘

      Poznámka

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

    • Klikněte na Uložit

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

  • Klikněte na Uložit

Archiving a credit type

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

Poznámka

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

Nastavte tyto předvolby před tím, než zahájíte katalogizaci ve vašem Koha systému.

  • Get there: More > Administration > Catalog

MARC bibliographic frameworks

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

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

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Důležité

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

Chcete-li přidat novou šablonu

  • Click ‚New framework‘

    image183

    • Vložte kód o 4 nebo méně znacích

    • Použijte pole Popis pro upřesnění podrobnější definice své šablony

  • Klikněte na tlačítko ‚Odeslat‘

  • 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

Edit framework fields and subfields

Frameworks are made up of MARC fields (tags) and subfields. To make edits to the fields and subfields associated with the framework you must click on ‚Actions‘ and then ‚MARC structure‘.

Edit a MARC field (tag)

After clicking on ‚MARC structure‘ you will be taken to a screen listing all the available tags for that framework and you can search for the tag you need. To make edits to a MARC field click on ‚Actions‘ on the right of the field then ‚Edit tag‘.

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The next screen shows details of the tag.

  • Každé pole má číselné označení, které není možné upravit

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

  • „Návěští pro OPAC“ je to, co se zobrazí při pohledu na MARC záznam v OPACu

  • 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 cataloging but can still be edited if required

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

    Poznámka

    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

      • Zůstane-li pole prázdné, je namísto použit text pro knihovníka

    • 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.

      Důležité

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

      Důležité

      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.

      Poznámka

      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

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

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

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

    • 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.

      Poznámka

      The Editor checkbox controls whether this subfield will display within cataloging editor for this framework. If you check 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.

  • Pro každé podpole můžete nastavit následující hodnoty v sekci Dalších možností

    • 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.

      • Příklady:

        • 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 catalog.

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

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

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Toto otevře prázdný formulář pro vkládání dat do polí MARC

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Zadejte informace o novém tagu:

  • „Tag“ je číslo pole MARC

  • The ‚Label for lib‘ is the text that will appear in the staff interface when in the cataloging module

  • „Návěští pro OPAC“ je text, který se zobrazí v OPACu při pohledu na MARC záznam

  • Jestli toto pole je opakovatelné, zatrhněte políčko „Opakovatelné“

  • Jestli toto pole je povinné, zatrhněte políčko „Povinné“

  • 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

  • Chcete-li, aby toto pole mělo rozbalovací menu s nabídkou odpovědí, zvolte který seznam „Ověřené hodnoty“ chcete použít.

    Poznámka

    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

You will need to add at least one subfield to your new tag before it will appear in your framework when you are cataloging.

Click on the ‚Actions‘ button for your new tag and then ‚Edit subfields‘. Click on the ‚New‘ tab and enter your subfield code. The process for entering the remainder of the settings for the new subfield is the same as those found in the editing fields and subfields in frameworks section of this manual.

Import/export frameworks

Vedle každého rámce je odkaz na buď importovat nebo exportovat rámec.

Export framework

Chcete-li exportovat rámec, stačí kliknout na odkaz „Export“ vpravo od názvu rámce.

image195

Pokud kliknete ‚Export‘ budete vyzváni k výběru formátu výstupního souboru.

image196

Katalogizační šabona vyexportovaná tímto způsobem může být zpátky importována do libovolné instalace Koha za použití volby Importovat ve správci šablon.

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

Budete vyzváni k výběru souboru ve vašem počítačí, který chcete importovat jako šablonu.

image198

Budete vyzváni k potvrzení své akce před tím, než soubor bude importován.

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Jakmile je soubor nahrán, uvidíte obrázek potvrzující, že vše proběhlo správně.

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Jakmile bude váš importu dokončen, budete přepnuti do nástroje pro úpravy, kde můžete provádět změny, které potřebujete v rámci, který jste importovali.

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.

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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.

Poznámka

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.

Poznámka

All changes are immediate.

MARC bibliographic framework test

Zkontrolovat strukturu MARCu

  • 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.

  • Get there: More > Administration > Catalog > Classification sources

Classification sources, classification filing rules and classification splitting rules tables

Commonly used classification sources are:

  • ddc - Dewey Decimal Classification (Deweyho desetinné třídění)

  • lcc - Klasifikace Library of Congress

Pokud se rozhodnete nainstalovat klasifikace zdrojů během instalace Koha, měli byste vidět také jiné hodnoty:

  • ANSCR (zvukové záznamy)

  • Klasifikace SuDOC

  • Univerzální desítková klasifikace

  • Další/obecné třídění

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

Pokud vytváříte nebo upravujete:

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

Poznámka

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

Hodnoty, které jsou přednastavené v Koha jsou:

  • Dewey

  • LCC (Třídění kongresové knihovny)

  • Generický

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.

Pokud vytváříte nebo upravujete:

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

Poznámka

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.

  • Vyberte příslušný postup zápisu - dewey, generický nebo lcc

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

      • Concatenates classification and item parts.

      • Converts to uppercase.

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

      • Separates alphabetic prefix from the rest of the call number

      • Splits into tokens on white spaces and periods.

      • Leaves first digit group as is.

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

      • Converts each whitespace to an underscore.

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

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

      • Concatenates classification and item parts.

      • Removes any leading or trailing white spaces.

      • Converts each whitespace to an underscore.

      • Converts to uppercase.

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

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

Classification splitting rules

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

Poznámka

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.

Hodnoty, které jsou přednastavené v Koha jsou:

  • Dewey

  • LCC (Třídění kongresové knihovny)

  • Generický

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.

Pokud vytváříte nebo upravujete:

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

Poznámka

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

Pravidla shody záznamů použijeme, když importujeme MARC do Kohy.

  • 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.

Příklad:

Úroveň shody: 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:

Úroveň shody: 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

Jméno osoby

100$a

Corporate-name-heading

110$a

Meeting-name

111$a

Uniformní název

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

Chcete-li vytvořit nové vyhledávací pravidlo:

  • Click ‚New record matching rule‘

    image209

    • Vyberte jedinečný název a vložte jej do pole „Kód pravidla shody“

    • ‚Popis‘ může být cokoliv, co si přejete, k objasnění toho, jaké pravidlo si vybíráte

    • ‚Odpovídá prahu‘ - Celkový počet ‚bodů‘, kterého musí biblio dosáhnout, aby bylo považováno za ‚odpovídající‘

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

    • Selekční body jsou nastaveny, aby určily která pole se vyhledají na

    • ‚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 Indexy vyhledávání v 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.

    • ‚Ofset‘ - Pro použití s kontrolními podpoli 001-009

    • ‚Délka‘ - Pro použití s kontrolními poli 001-009

    • There are currently several options for ‚Normalization rules‘:

      • None - no normalization rule will be applied

      • Remove spaces

      • Uppercase

      • Lowercase

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

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

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

Sample bibliographic record matching rule: Control number

image210

  • Úroveň shody: 100

  • ctype:b Bibliografie

    • Poznámka

      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‘

  • Selekční body (právě jeden):

  • Hledat index: Kontrolní číslo

  • Score: 100

  • Tag: 001

    • Poznámka

      toto pole je pro kontrolní číslo přidělené organizaci pro vytváření, použití nebo distribuci záznamu

  • Subfields: empty

  • Posun: 0

  • Délka: 0

  • Normalization rule: None

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

    image211

OAI sets configuration

Na této stránce můžete vytvořit, měnit nebo odstranit sady OAI-PMH

Vytvořit sadu

Vytvořut sadu:

  • Klikněte na odkaz ‚Přidat novou sadu‘

  • Vyplňte povinná pole ‚setSpec‘ a ‚setName‘

  • Pak můžete přidávat popisky k této sadě. Za tímto účelem klikněte na „Přidat popis“ a vyplňte nově vytvořené textové pole. Můžete přidat popisů, kolik chcete.

  • Klikněte na tlačítko ‚Uložit‘

Modify/delete a set

Chcete-li změnit sadu, klikněte na odkaz „Změnit“ na stejném řádku sady, kterou chcete upravit. Objeví se formulář podobný formuláři pro vytvoření sady a umožní vám změnit setSpec, setName a popisy.

Chcete-li odstranit sadu, klikněte na odkaz „Odstranit“ na stejném řádku sady, kterou chcete odstranit.

Definovat mapování

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.

  • Vyplňte políčka „pole“, „podpole“ a „hodnoty“. Například, pokud chcete zahrnout do této sady všechny záznamy, které mají 999$9 rovné „XXX“. Vyplňte „pole“ s 999, „podpole“ s 9 a „hodnotu“ s 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.

  • Klikněte na ‚Uložit‘

Chcete-li odstranit podmínku, nechte alespoň jedno z „pole“, „podpole“ nebo „hodnota“ prázdné a klikněte na „Uložit“.

Poznámka

Ve skutečnosti, podmínka platí, pokud hodnota v odpovídajícím podpoli je naprosto stejná s tím, co je definováno v „Hodnota“. Příklad: Záznam s 999$9 = „XXX YYY“ nebude patřit k sadě, kde podmínkou je 999$9 =“XXX“.

A rozlišuje velikost písmen: záznam 999$9 = ‚xxx‘ nebude patřit k sadě, kde je podmínka 999$9 = ‚XXX‘.

Vytváření sad

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.

Pole pro vyhledávání jednotek

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

  • Name is a field for you to identify the search term

  • Label is what will appear on the item search page

  • MARC field allows you to pick which field you’d like to search in

  • MARC subfield is the subfield you’d like to search in

  • Authorized values category can be used to turn this search field in to a pull down instead of a free text field

Once your new field is added it will be visible at the top of this page and on the item search page

image1207

Search engine configuration

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

Akvizice

Modul Akvizice umožňuje vést záznamy o objednávkách a udržovat si přehled o čerpání rozpočtu.

Před použitím ` Modul akvizice <#acqmodule>`__, ujistěte se, že jste dokončili všechna nastavení.

  • Get there: More > Administration > Acquisitions

Currencies and exchange rates

Pokud nakupujete v různých zemích, pravděpodobně budete chtít vložit směnné kurzy, aby mohl akviziční modul správně počítat celkové ceny.

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

image212

Poznámka

Tento údaj není automaticky aktualizován, takže se ujistěte, že je v aktuálním stavu, aby vaše účetnictví je stále správné.

Poznámka

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

Kód ISO, který zadáte se použije při importu MARC záznamů za pomocí importního nástroje, nástoj tak bude schopen vyhledat a použít ceny v aktuálně nastavené měně.

Aktivní měna je hlavní měna, kterou používáte. V přehledu měn je označena fajfkou ve sloupci „Aktivní?“. Pokud žádnou měnu nenastavíte jako aktivní, zobrazí se vám chybová hláška, která vás vyzve k nastavení nějaké měny jako aktivní.

image213

Rozpočty

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

  • Get there: More > Administration > Acquisitions > Budgets

Při návštěvě hlavní administrace rozpočtu uvidíte dvě karty, jednu pro aktivní a jednu pro neaktivní rozpočty.

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

  • Vyberte časové období, pro které je tento rozpočet, zda je to akademický rok, fiskální rok, čtvrtletí atd.

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

  • Při vyplňování pole s částkou nepoužívejte žádné symboly, výši rozpočtu zadejte pouze pomocí čísel.

  • Označení rozpočtu jako platný, ho udělá použitelným při zadávání zakázek v modulu akvizice, a to i v případě, že je objednávka zadána po datu ukončení rozpočtu. To vám umožní nahrávat objednávky, které byly zadány v předchozím rozpočtovém období.

  • 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.

image216

Duplicate a budget

Chcete-li duplikovat rozpočet z minulého roku, klikněte na odkaz pro rozpočtový název ze seznamu rozpočtů

image217

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

image218

Můžete také kliknout na tlačítko ‚Akce‘ napravo od rozpočtu a vyberte ‚Duplikovat‘.

image1208

V obou případech bude zobrazen formulář, kde stačí jednoduše zadat nové počáteční a koncové datum a rozpočet uložit.

image219

Zaškrtněte políčko „Označit původní rozpočet jako neaktinví“, pokud již nebudete chtít původní rozpočet dále používat.

Zaškrtněte políčko „Vynulovat všechny fondy“, pokud chcete, aby vytvářëný fond obsahoval stejnou strukturu fondů, ale s jinými částkami. Nové částky musíte poté fondům přiřadit ručně.

Toto nebude jen duplikovat váš rozpočet, ale všechny prostředky napojené na tento rozpočet, takže můžete znovu použít rozpočtů a fondů z roku na rok.

Uzavřít rozpočet

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.

Najděte předchozí rozpočet s nevyřízenými objednávkami v záložce „Aktivní rozpočty“ nebo „Neaktivní rozpočty“ a vyberte pod tlačítkem „Akce“ možnost „Zavřít“.

image1209

Poznámka

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.

Pokud vyberete ‚Zavřít‘, zobrazí se formulář.

image1210

Použijte tlačítko ‚Vybrat rozpočet‘ pro vybrání nového rozpočtu pro neobdržené objednávky.

Zaškrtněte políčko „Přesunout zbývající prostředky“ pokud chcete převést neutracené peníze z uzavíraného rozpočtu do nového rozpočtu.

Když jste si vybrali, klikněte na tlačítko ‚Přesunout neobdržené objednávky‘. Zobrazí se dialog ‚Rozhodli jste se přesunout všechny neobdržené objednávky z ‚Rozpočet X‘ do ‚Rozpočet Y‘. Tato akce se nedá vrátit. Chcete pokračovat?‘ Rozpočet X je rozpočet který se zavře a Rozpočet Y je vybraný rozpočet.

image1211

Pokud se všechno zdá být správně, klikněte na „OK“ a neobdržené objednávky a pokud jsou vybrány, tak i neutracené zdroje budou přesunuty.

Počkejte dokud se nezobrazí ‚Hlášení po přesouvání neobdržených objednávek z rozpočtu X do Y‘. Toto zobrazí čísla objednávek které to ovlivnilo (seskupeno podle fondu) a detaily pokud neobdržené objednávky byly přesunuty nebo pokud tam byl problém. Například, pokud nový rozpočet neobsahuje fond s tím samým jménem jako ten v předchozím rozpočtu, objednávka nebude přesunuta.

image220

Fondy

  • Get there: More > Administration > Acquisitions > Funds

Přidat fond

Fondy lze přiřadit k rozpočtu.

Důležité

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

Do formuláře, který se objeví zadejte základní informace o fondu knihovny.

image222

První tři pole jsou povinná. Ostatní jsou volitená.

  • Fund code is a unique identifier for your fund

  • The fund name should be something that librarians will understand

  • Částka fondu by měla by obsahovat pouze číslice a desetinou čárku. Žádné jiné znaky by měly být vkládány.

  • Pole Upozornit při (%%) nebo Upozornit při (částka) mohou být použita pro nastavení upozornění před utracením daného procenta nebo částky vašeho rozpočtu. Toto vám zabrání v utrácením příliš.

  • 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

  • Vyberte, která knihovna bude používat tento fond

  • Můžete omezit, kdo může objednávat z fondu, výběrem vlastníka nebo knihovny z menu „Omezení přístupu k“

    image223

    • Důležité

      Důležité: Bez vlastníka bude omezení přístupu ignorováno, ujistěte se, že zadáte vlastníka a vyberete omezení

  • Poznámky jsou pro jakékoli popisující poznámky které byste chtěli přidat aby knihovníci věděli, kdy používat tento fond

  • Planning categories are used for statistical purposes. If you will be using the Asort1 and/or Asort2 authorized 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 Statistical 1 done on: and Statistical 2 done on: fields.

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

Po dokončení klepněte na tlačítko „Odeslat“ a přskočíte na seznam všech finančních prostředků pro rozpočet.

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.

image225

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.

Fondy obsahující dceřinné fondy se zobrazí s malou šipkou na začátku řádku, pomocí které lze zobrazit dceřinné fondy.

image226

Budget planning

Při prohlížení seznamu finačních prostředků klepněte na tlačítko „Plánování“ a zvolte, jak plánujete využít svůj rozpočet.

image227

Pokud zvolíte „Plán po měsících“ uvidíte rozpočtované částky v členění po měsících:

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

Zde můžete plánovat rozpočtové výdaje ručním vložením hodnot, nebo kliknutím na tlačítko ‚Automatické vyplnění řádku‘. Pokud zvolíte automatické vyplnění, systém rozdělí sumu stejnoměrně. Pro vhodnější rozdělení budete muset provést ruční opravu.

image230

Pokud jsou vaše změny provedeny, klikněte na tlačítko ‚Uložit‘. Jestliže budete chtít exportovat svá data do CSV souboru, můžete tak učinit zadáním jména souboru do pole ‚Jméno souboru pro výstup‘ a klikněte na tlačítko ‚Výstup‘.

image231

EDI accounts

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

Poznámka

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

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

image1212

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

New account information

Každý dodavatel bude mít jeden účet.

Knihovní kódy EAN

A library EAN is the identifier the vendor gives the library to send back to them so they know which account to use when billing. One EDI account can have multiple EANs.

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

New EAN

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

New EAN form

Additional parameters

  • Get there: More > Administration > Additional parameters

Z39.50/SRU servery

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 [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

    • ‚Z39.50 server‘ by měl obsahovat název, podle kterého dovedete při katalogizaci snadno rozpoznat o který zdroj se jedná.

    • ‚Název serveru‘ je IP adresa nebo DNS název Z39.50 serveru.

    • ‚Port‘ určuje na kterém portu bude probíhat komunikace se serverem.

    • ID uživatele a heslo jsou vyžadovány pouze pro severy, které jsou chráněny heslem.

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

    • ‚Pořadí‘ určuje pořadí v seznamu serverů.

      • Pokud toto pole nebudete vyplňovat, budou servery řazeny abecedně.

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

    • ‚Syntax‘ je varianta standardu MARC.

    • ‚Kódování‘ určuje, jakým způsobem má systém zacházet se speciálními znaky.

    • ‚Časový limit‘ je vhodné použít tam, kde se předpokládá občasná pozdější odezva serveru. Pokud v tomto limitu server neodpoví, přestane se Koha pokoušet získat z něj záznamy.

    • ‚Typ záznamu‘ umožňuje určit jestli tento zdroj poskytuje bibliografické nebo autoritní záznamy.

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

      • When retrieving records from external targets you may wish to automate some changes to those records. XSLT’s allow you to do this. Koha ships with some sample XSLT files in the /koha-tmpl/intranet-tmpl/prog/en/xslt/ directory ready for use:

        • Del952.xsl: Odstraní jednotky (MARC21/NORMARC)

        • Del995.xsl: Odstraní jednotky (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.

Následující cíle jsou (v USA) úspěšně využívány jinými Koha knihovnami:

  • ACCESS PENNSYLVANIA 205.247.101.11:210 INNOPAC

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

  • GREATER SUDBURY PUBLIC 216.223.90.51:210 INNOPAC

  • HALIFAX PUBLIC catalog.halifaxpubliclibraries.ca:210 horizon

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

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

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

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

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

  • 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

Doporučené Z39.50 servery pro autoritní záznamy

Následující cíle jsou (v USA) úspěšně využívány jinými Koha knihovnami:

  • LIBRARIESAUSTRALIA AUTHORITIES z3950-test.librariesaustralia.nla.gov.au:210 AuthTraining Userid: ANLEZ / Password: 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

    • ‚Název serveru‘ by měl obsahovat název, podle kterého dovedete při katalogizaci snadno rozpoznat o který zdroj se jedná.

    • ‚Název serveru‘ je IP adresa nebo DNS název Z39.50 serveru.

    • ‚Port‘ určuje na kterém portu bude probíhat komunikace se serverem.

    • ID uživatele a heslo jsou vyžadovány pouze pro severy, které jsou chráněny heslem.

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

    • ‚Pořadí‘ určuje pořadí v seznamu serverů.

      • Pokud toto pole nebudete vyplňovat, budou servery řazeny abecedně.

    • ‚Syntax‘ je varianta standardu MARC.

    • ‚Kódování‘ určuje, jakým způsobem má systém zacházet se speciálními znaky.

    • ‚Časový limit‘ je vhodné použít tam, kde se předpokládá občasná pozdější odezva serveru. Pokud v tomto limitu server neodpoví, přestane se Koha pokoušet získat z něj záznamy.

    • ‚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.

      • Pro další upřesnění vyhledávání můžete přidat následující indexy to mapování SRU polí. Otevřete úpravu SRU servery a na řádku „Mapování vyhledávacích polí SRU“ stiskněte tlačítko „Změnit“.

        Název

        dc.title

        ISBN

        bath.isbn

        Libovolné

        cql.anywhere

        Autor

        dc.author

        ISSN

        bath.issn

        Předmětové heslo

        dc.subject

        Standard ID

        bath.standardIdentifier

        Table: SRU mapping

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

      • When retrieving records from external targets you may wish to automate some changes to those records. XSLT’s allow you to do this. Koha ships with some sample XSLT files in the /koha-tmpl/intranet-tmpl/prog/en/xslt/ directory ready for use:

        • Del952.xsl: Odstraní jednotky (MARC21/NORMARC)

        • Del995.xsl: Odstraní jednotky (UNIMARC)

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

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

Měli jste na mysli?

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

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

Důležité

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

Na této stránce můžete určit, které volby dává Koha čtenářům pro jejich výsledky vyhledávání.

image235

Chcete-li použít funkci „Měli jste na mysli?“ na liště u výsledků hledání, musíte zaškrtnout políčko vedle každého pluginu, který chcete použít. Oba pluginy, které musíte vybrat, jsou:

  • Plugin ExplodedTerms nabízí, aby uživatel zkusil hledat širší/užší/podobný pojem pro určité vyhledávání (například uživateli hledajícího New York (Stát)“ aby klikl na odkaz pro užší pojem, pokud má také zájem o „New Yorku (Město) „). To je relevantní pouze pro knihovny s hierarchickými autoritními daty.

  • AuthorityFile plugin vyhledává autoritní soubor a navrhuje uživateli, bibliografické záznamy napojené na 5 horních autorit

Pokud chcete přiřadit některému pluginu větší prioritu, posuňte jej nad ostatní.

image236

Zvolíte-li oba pluginy uvidíte několik možností v horní části výsledků vyhledávání

image237

Pokud se rozhodnete právě pro AuthorityFile uvidíte jen autority.

image238

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

Kliknutím na název modulu se zobrazí tabulky, které je možné v tomto modulu nastavit.

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

Akvizice

Administrace

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

Poznámka

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

Poznámka

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

Zvuková upozornění

If you have your AudioAlerts preference set to ‚Enable‘ you will be able to control the various alert sounds that Koha uses from this area.

  • Get there: More > Administration > Additional parameters > Audio alerts

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

image1213

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

image1214

You can assign alerts to other CSS classes in Koha by entering that information in the selector box. For example if you enter

body:contains('Check in message')

Then when you visit the check-in page you will hear an alert.

Every page in Koha has a unique ID in the body tag which can be used to limit a sound to a specific page

Any ID selector (where HTML contains id=“name_of_id“ ) and can also be a trigger as: #name_of_selector

Poskytovatelé mobilních SMS

Důležité

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

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

image1215

Some examples in the US are:

Mobile Carrier

SMS Gateway Domain

Alltel

sms.alltelwireless.com

AT&T

txt.att.net

Boost Mobile

sms.myboostmobile.com

Project Fi

msg.fi.google.com

Republic Wireless

text.republicwireless.com

Sprint

messaging.sprintpcs.com

T-Mobile

tmomail.net

U.S. Cellular

email.uscc.net

Verizon Wireless

vtext.com

Virgin Mobile

vmobl.com

Table: SMS provider examples

To add new providers enter the details in the form and click ‚Add new‘ to save.

image1216

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

image1217

Share your usage statistics

You can share your Koha usage statistics with the Hea community. Sharing your usage statistics helps with the development of Koha as the community regularly checks these statistics to make decisions.

Note that statistics are anonymized and no patron information is shared.

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

image1479

  • Share my Koha usage statistics:

    • The default choice is ‚Undecided‘, this make the message appear on the administration main page.

    • Choose ‚yes‘ if you want to share your usage statistics

    • Choose ‚no‘ if you don’t want to share your statistics and you don’t want to see the message on the administration page

  • Your country: choose the country where your library is located

  • Library name: enter your library’s name

  • Library type: choose your library’s type

  • Library URL: enter your library’s Web site URL

  • Last update: here your will see the last date when your data was uploaded to the Hea website

  • Geolocation: use the map on the right to put the marker where your main library is situated. The coordinates will appear in the Geolocation field.

  • Libraries information: if you have more than one branch, you can choose ‚yes‘ here to put all your branches on the map

  • See your public page: this is the URL to your information on the Hea website.

Click ‚Update your statistics usage‘ to save the information.

Share content with Mana KB

Mana KB is a worldwide knowledge base used to share content specific to libraries. Koha is currently connected to Mana Kb in order to share serial subscription models and reports. This section is used to configure your connexion with Mana KB.

Get there: More > Administration > Additional parameters > Share content with Mana KB

image1426

In the form, choose whether you want to use Mana KB to share content or not. The default is „No, let me think about it“. If you do want to use Mana KB, change the option to „Yes“. If you do not want to share with Mana KB, choose „No“, this will remove the blue rectangle from the Administration home page.

The rest of this section assumes you chose „Yes“.

Choose whether you want to share your subscription models automatically. This means that every time you create a subscription in the serials module, it will be automatically shared with Mana KB and other libraries will be able to copy it.

In order to configure Mana KB, you must get a Mana KB token to authenticate your Koha installation on the Mana KB server.

Enter your name or your organization’s name in the „Your name“ field.

Enter your email in the „Email“ field. Make sure you have access to this email inbox since you will receive further information by email.

Once you send your information to Mana KB, you will get a Mana KB token.

image1427

In the email your receive, click on the confirmation link and confirm you are not a robot to finish the Mana KB setup.

Additional fields

This section is used to add custom fields to serial subscriptions or order baskets.

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

Click on „Create field“

Fill out the form

Add field form

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

  • Authorized value category: if you want to add a drop-down menu to the field choose an authorized value category here (you can also create a new authorized value category if you need to).

  • MARC field: for additional subscription fields, it is possible to link the field to a MARC field. The additional field will be automatically populated with the corresponding record’s value for this MARC field.

Poznámka

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

Varování

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

Poznámka

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