Administração

Parâmetros de base

Acesso: Mais > Administração

Importante

Configure estes ‘parâmetros’ por ordem de visualização.

Bibliotecas

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

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

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

Table of existing libraries

Nota

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

Clicking on the library’s name will bring you to a detailed view of the library’s information.

Library details page

Adicionar uma biblioteca

Para adicionar uma nova biblioteca:

  • Clicar em ‘Nova biblioteca’

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

    First section of the new library form

    • Library code (required): the code should not contain any spaces or hyphens and be 10 or fewer characters. This code will be used as a unique identifier in the database.

    • Name (required): the name will be displayed on the OPAC and staff interface wherever the library name displays, and should be a name that makes sense to your patrons and staff.

  • De seguida pode inserir informações básicas do contato da biblioteca

    Second section of the new library form

    • Address, city, state, zip/postal code, country, phone, fax: the address and contact fields can be used to make notices custom for each library, they will also be displayed in the ‘Libraries’ page of the OPAC, if this library is set as ‘Public’

    • Email: the email address field is not required, but it should be filled for every library in your system

      Nota

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

      Nota

      If no email address is entered here, the address in the KohaAdminEmailAddress system preference will be used to send notices from this library

    • ILL staff email: if this library uses a specific email address for interlibrary loan management, enter it here

      Nota

      If no email address is entered here, the address in the ILLDefaultStaffEmail system preference will be used to receive ILL requests to this library

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

      Nota

      If no email address is entered here, the address in the ReplytoDefault system preference will be used to receive replies to this library

    • Return-Path: you can enter a different ‘Return-Path’ email address. This is the email address that all bounced messages will go to.

      Nota

      If no email address is entered here, the address in the ReturnpathDefault system preference will be used to receive bounced messages from this library.

    • SMTP server: if this library uses a different SMTP server from the default, specify it here.

    • URL: if this field is populated, the library name will be linked in the holdings table on the OPAC

      The library name in the holdings table is a link

    • OPAC info: this leads to the HTML customization tool, so that you can add additional information about the library. This information will appear in the ‘Libraries’ page in the OPAC, as well as in the holdings table in the OPAC.

      There is a small 'i' icon next to the library name in the holdings table

      Clicking on the library name that has a small ‘i’ icon next to it will open a pop-up with the information.

      Pop-up with the content of OpacLibraryInfo HTML customization for Centerville

    • IP: this field does not have be filled in unless you plan on limiting access to the staff interface to a specific IP address

      Aviso

      An IP address is required if you have enabled AutoLocation

    • MARC organization code: if this library has a specific MARC organization code [http://www.loc.gov/marc/organizations/orgshome.html], you can enter it here.

      Nota

      If left blank, the code entered in the MARCOrgCode system preference will be used for this library.

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

    • Pickup location: choose whether this library will display as an available pickup location for holds.

    • Public: choose whether this library will appear in the ‘Libraries’ page on the OPAC, as well as as a limit option in the OPAC advanced search.

    • UserJS: use this field to add custom JavaScript to the OPAC of this library (when patrons are logged in, or if there is a SetEnv OPAC_BRANCH_DEFAULT entry in the apache configuration file)

      Versão

      This feature was added in Koha version 23.11.

      Nota

      General modifications applicable to all libraries can be put in the OPACUserJS system preference.

    • UserCSS: use this field to add custom CSS to the OPAC of this library (when patrons are logged in, or if there is a SetEnv OPAC_BRANCH_DEFAULT entry in the apache configuration file)

      Versão

      This feature was added in Koha version 23.11.

      Nota

      General modifications applicable to all libraries can be put in the OPACUserCSS system preference.

Editing/deleting a library

From the libraries table, click ‘Edit’ or ‘Delete’ to edit or delete a library.

Table of existing libraries

Aviso

You will be unable to edit the ‘Library code’.

Aviso

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

Warning message saying "This library cannot be deleted. Patrons or items are still using it (4 patrons and 1243 items)."

Grupos de bibliotecas

Library groups can serve various purposes: to limit access to patron data, to limit item modification, to limit OPAC or staff interface searches, or to define holds behavior.

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

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

Library groups page, with groups containing libraries

Adicionar grupo

To create a new library group,

  • Click the ‘Add group’ button at the top of the screen.

    New library group form

    • Title (required): give the group a title. This title will be displayed in the advanced search limit dropdown.

    • Description: optionally, enter a description for this group. The description is only used in this page to give an idea of what the group is used for.

    • Features: check the use of this group

    • Limit item editing by group: this will limit staff members from editing items from other groups’ libraries.

      Nota

      This can be overridden with the user permission edit_any_item (or the superlibrarian permission).

    • Use for OPAC search groups: this will make the group visible in the library dropdown menu at the top of the OPAC (when the OpacAddMastheadLibraryPulldown system preference is set to ‘Add’) and on the advanced search page.

      Library and library group dropdown menu in the simple search bar in the OPAC

    • Use for staff search groups: this will make the group visible in the library dropdown menu in the staff interface advanced search.

      Location and availability limits section of the advanced search form in the staff interface

    • Is local hold group: this will make this group a local hold group, which can be used to add hold policies in the circulation rules to limit patrons to placing holds on items within the group only.

  • Click ‘Save’ to create the group.

Adding a library to a group

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

The Add library button is pressed and a list of libraries is displayed

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.

The Actions button next to a library group is pressed, the options are Add sub-group, Edit, and Delete.

Fill in the title and the description (optional) of the sub-group. The features will be inherited from the parent group.

New sub-group form

Deleting a group

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

The Actions button next to a library group is pressed, the options are Add sub-group, Edit, and Delete.

The system will ask to confirm the deletion.

Confirmation pop-up when deleting a library group.

Click ‘Delete’ to confirm and delete the group.

Circulation desks

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

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

  • Get there: More > Administration > Patrons and circulation > Circulation desks

Adding circulation desks

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

image1477

  • 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.

image1478

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

Deleting a circulation desk

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

Tipos de documento

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

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

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

Nota

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

Adding item types

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

Add new item type form

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

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

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

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

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

      Creating a circulation rule for a parent item type

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

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

  • You can choose to have an image associated with your item type

    • Você pode escolher a partir de uma série de imagens

    • Você pode linkar a uma imagem remota

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

      Aviso

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

      Nota

      To have your item type images appear in the OPAC you need to set OPACnoItemTypeImages to ‘Show’.

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

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

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

  • For items that do not circulate, check the ‘Not for loan’ options

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

  • For items that are not physical, but for which you still have circulation rules, such as museum passes or ebooks, you can set up automatic checkins.

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

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

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

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

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

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

    • Each amount will charge the patron on checkout.

      Importante

      Do not enter symbols in this field, only numbers and decimal points (ex. $5.00 should be entered as 5 or 5.00)

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

    Importante

    Do not enter symbols in this field, only numbers and decimal points (ex. $5.00 should be entered as 5 or 5.00)

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

    Importante

    Do not enter symbols in this field, only numbers and decimal points (ex. $5.00 should be entered as 5 or 5.00)

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

    'Checkin message' field in the new item type form

    • The 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.

    Nota

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

    Nota

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

  • When finished, click ‘Save changes’

    Nota

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

  • Seu novo tipo de material aparecerá na lista

    Item types table with the item type 'book'

Editing item types

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

Importante

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

Deleting item types

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

Importante

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

image140

Valores Autorizados

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

List of existing authorized value categories

Existing authorized values categories

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

  • AR_CANCELLATION

    • Reasons why an article request might have been cancelled

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

      • Item could not be located on shelves (NOT_FOUND)

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

      • Cancelled from the OPAC user page (OPAC)

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

  • Asort1

    • 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 and circulation messages that appear on the circulation screen and the patron’s account on the OPAC.

    • Write the message you want to appear in the ‘Description’ field.

      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.' At the top of the page, two buttons 'New category' and 'New authorized value for BOR\_NOTES'

    • Note that this field is limited to 200 characters. However, the message field in the patron record can hold more than that. Write the first 200 characters in the description and write the rest when adding the message.

  • Bsort1

  • 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.

      Aviso

      For best results when searching, avoid using hyphens in location codes.

  • 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

  • DANIFICADO

    • 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.

    Aviso

    The authorized values for DAMAGED must be numerical.

  • DEPARTMENT

  • ERM_AGREEMENT_STATUS

    • Used to describe the status of an agreement record in the e-resources management module.

    • Can also be used in reporting.

    • Default values are

      • Active (active)

      • In negotiation (in_negotiation)

      • Closed (closed)

        Aviso

        Do not change the authorized value for ‘Closed’ (the description can be changed), it is used to activate the ‘Closure reason’ drop-down menu.

  • ERM_AGREEMENT_CLOSURE_REASON

  • ERM_AGREEMENT_RENEWAL_PRIORITY

    • Used to describe the renewal priority for an agreement record in the e-resources management module, in order to flag up how important the renewal of that agreement is.

    • Can also be used in reporting.

    • Default values are

      • For review (for_review)

      • Renew (renew)

      • Cancel (cancel)

  • ERM_AGREEMENT_USER_ROLES

  • ERM_LICENSE_TYPE

  • ERM_LICENSE_STATUS

    • Used to describe the status of a license record in the e-resources management module. Helps staff flag up licenses in their life cycle. Can also be used in reporting.

    • Can also be used in reporting.

    • Default values are

      • In negotiation (in_negotiation)

      • Not yet active (not_yet_active)

      • Active (active)

      • Rejected (rejected)

      • Expired (expired)

  • ERM_AGREEMENT_LICENSE_STATUS

    • Used to describe the status of a license linked to an agreement record in the e-resources management module. Helps staff flag licenses in their life cycle.

    • Can also be used in reporting.

    • Default values are

      • Controlling (controlling)

      • Future (future)

      • Historic (historic)

  • ERM_AGREEMENT_LICENSE_LOCATION

    • Used to describe the physical location of an license record in the case where you may still have a paper copy of the license (rather than electronic)

    • Default values are

      • Filing cabinet (filing cabinet)

      • Cupboard (cupboard)

  • ERM_PACKAGE_TYPE

    • Used to describe the types of package in the e-resources management module.

    • For local packages only

    • Default values are

      • Local (local)

      • Complete (complete)

  • ERM_PACKAGE_CONTENT_TYPE

    • Used to describe the types of material found in a local package in the e-resources management module.

    • For local packages only

    • Default values are

      • Aggregated full (AggregatedFullText)

      • Abstract and index (AbstractAndIndex)

      • E-book (EBook)

      • E-journal (EJournal)

      • Mixed content (MixedContent)

      • Online reference (OnlineReference)

      • Print (Print)

      • Streaming media (StreamingMedia)

      • Unknown (Unknown)

  • ERM_TITLE_PUBLICATION_TYPE

    • Used to describe the type of material of a title in the e-resources management module.

    • For local titles only

    • Default values are

      • AudioBook (audiobook)

      • Book (book)

      • Bookseries (bookseries)

      • Database (database)

      • E-book (ebook)

      • Journal (journal)

      • Newsletter (newsletter)

      • Newspaper (newspaper)

      • Proceedings (proceedings)

      • Report (report)

      • Streaming audio (streamingaudio)

      • Streaming video (streamingvideo)

      • Thesis/Dissertation (thesisdissertation)

      • Unspecified (unspecified)

      • Website (website)

  • 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.

  • ILL_STATUS_ALIAS

    • 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.

      Aviso

      For best results when searching, avoid using hyphens in location codes.

  • EXTRAVIADO

    • 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)

      • Missing from bundle (5)

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

    Aviso

    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)

      • Added to bundle (3)

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

    Aviso

    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

    • List of relator codes and terms

    • This list is based on the Library of Congress’ MARC21 code list for relators [https://www.loc.gov/marc/relators/]

    • It can be linked to a subfield in a MARC bibliographic framework in order to create a dropdown menu for cataloguers to choose from instead of typing the relator code. In MARC21, relator codes are usually in subfield $4.

  • REPORT_GROUP

    • 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 screen capture shows that the code for the report group is saved in the Description (OPAC) field of the subgroup authorized value. At the top of the page, two buttons 'New category' and 'New authorized value for REPORT\_SUBGROUP'

  • RESTRITO

    • 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.

    Aviso

    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.

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

      • Other (000)

      • Book (001)

      • Magazine (002)

      • Bound journal (003)

      • Audio tape (004)

      • Video tape (005)

      • CD/CDROM (006)

      • Diskette (007)

      • Book with diskette (008)

      • Book with CD (009)

      • Book with audio tape (010)

    Aviso

    SIP media types are limited to 3 characters. Make sure your authorized values for SIP_MEDIA_TYPE do not have more than 3 characters.

  • STACK

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

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

    Aviso

    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

      • Available via ILL (AVILL)

      • Bestseller (BSELL)

      • Document not corresponding to our acquisition policy (Poldoc)

      • Document too expensive (Expensive)

      • Insufficient budget (Budget)

      • Library copy lost (LCL)

      • Shelf copy damaged (SCD)

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

  • SUGGEST_FORMAT

    • 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.

      Aviso

      Suggestion format types are limited to 30 characters. Make sure your authorized values for this category do not have more than 30 characters.

  • SUGGEST_STATUS

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

      Aviso

      The suggestion status is limited to 10 characters. Make sure your authorized value does not have more than 10 characters.

      Aviso

      The suggestion status must not contain any spaces.

  • 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.

  • VENDOR_INTERFACE_TYPE

    • Values used as types of interfaces for vendor interfaces in the acquisitions module.

  • VENDOR_ISSUE_TYPE

    • Values used as a type of issue with a vendor when adding an issue in the acquisitions module.

  • VENDOR_TYPE

    • Values used to categorize vendors in the acquisitions module.

  • DESCARTE

    • 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.

    Aviso

    The authorized values for this category must be numerical.

  • YES_NO

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

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

      • Yes (1)

      • No (0)

    Aviso

    In general, binary fields require a 1 or 0 value. If you change these values, make sure the field you intend to attach it to can take other values than 0 or 1.

Adding new authorized value categories

In addition to the existing categories that come by default with Koha, librarians can add their own authorized value categories to control data that is entered into the system.

To add a new category:

  • Click ‘New category’

    New authorized value category form

  • Limit your category code to 32 characters (something short to make it clear what the category is for)

    Aviso

    A category code cannot have spaces or special characters other than underscores and hyphens in it.

Authorized value category with no values. At the top of the page, two buttons 'New category' and 'New authorized value for CONTENT\_TYPE'; at the bottom two buttons 'Add a new authorized value' and 'Delete category CONTENT\_TYPE'

Proceed to add a new authorized value to the category.

Adding new authorized values

New authorized values can be added to any existing or new category.

To add a value:

  • From the categories list, click the ‘Add’ button on the right of the category

    List of existing authorized value categories

    • Alternatively, click on the category name, and then click ‘New authorized value for …’

      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.' At the top of the page, two buttons 'New category' and 'New authorized value for BOR\_NOTES'

    • If the category has no values yet, click on the ‘Add a new authorized value’ button at the bottom of the page

      Authorized value category with no values. At the top of the page, two buttons 'New category' and 'New authorized value for CONTENT\_TYPE'; at the bottom two buttons 'Add a new authorized value' and 'Delete category CONTENT\_TYPE'

  • Fill out the form

    New authorized value form

    • Authorized value: enter a code for your authorized value

      Nota

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

      Some categories, such as SUGGEST_STATUS, may have stricter limits. Refer to the Existing authorized values categories section above for specified limits.

    • Description: use this field for the actual value that will be displayed.

    • Description (OPAC): if you want a different description to show in the OPAC, enter it here. If this field is empty, the ‘Description’ will be used in both the staff interface and the OPAC.

    • Library limitations: if you would like to limit this authorized value to only specific libraries, you can choose them from this menu. To have it available to all libraries just choose ‘All libraries’ at the top of the list.

    • Choose an icon: you can choose an image that will appear next to the value in the staff interface and OPAC.

      Nota

      This feature doesn’t work everywhere. It’s mostly for item locations (LOC) and collections (CCODE) in the advanced search.

  • Clique ‘Salvar’

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

    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.' At the top of the page, two buttons 'New category' and 'New authorized value for BOR\_NOTES'

Deleting authorized values

To delete an authorized value, click on the ‘Delete’ button at the right of the authorized value.

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.' At the top of the page, two buttons 'New category' and 'New authorized value for BOR\_NOTES'

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

Authorized value category with no values. At the top of the page, two buttons 'New category' and 'New authorized value for CONTENT\_TYPE'; at the bottom two buttons 'Add a new authorized value' and 'Delete category CONTENT\_TYPE'

Usuários e circulação

Settings for controlling circulation and patron information.

Categorias de usuários

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

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

Patron categories table

Nota

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

Adicionar categoria de usuário

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.

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

  • Description: a plain text version of the category.

    • The description will be visible throughout Koha.

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

  • Enrollment period:

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

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

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

Aviso

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

  • Password expiration: enter the number of days after which a patron has to change their password.

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

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

      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).

Aviso

Only enter numbers and decimals in this field.

Nota

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

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

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

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

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

Nota

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

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

Aviso

Only enter numbers and decimals in this field.

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

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

    • Child: another common patron type.

    • Staff: library staff

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

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

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

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

  • Can be guarantee: if the patrons of this category can have guarantors, choose yes. This will make the ‘Patron guarantor’ and ‘Non-patron guarantor’ sections appear in the patron form.

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

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

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

    • Follow system preference OpacResetPassword.

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

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

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

    • Follow system preference OpacPasswordChange.

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

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

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

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

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

    • Follow the system preference BlockExpiredPatronOpacActions.

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

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

  • Check for previous checkouts: if the CheckPrevCheckout system preference is set to either ‘Unless overridden by patron category’ options, you will be able to set the value for this particular patron category here.

    • Yes and try to override system preferences: Koha will check if the patron already checked out this item, unless the patron’s personal settings prevent it.

    • No and try to override system preferences: Koha will not check in the patron already checked out this item, unless the patron’s personal settings permit it.

    • Inherit from system preferences: the setting of the CheckPrevCheckout system preference will be followed.

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

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

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

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

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

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

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

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

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

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

    Nota

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

    Aviso

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

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

Circulation and fine rules

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

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

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

  • same library, same patron category, same item type

  • same library, same patron category, all item types

  • same library, all patron categories, same item type

  • same library, all patron categories, all item types

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

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

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

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

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

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

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

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

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

    Importante

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

Defining circulation rules

Using the issuing rules matrix you can define rules that depend on patron category/item type combos.

Nota

The matrix being very wide, you can export the existing rules in Microsoft Excel or CSV format, to look at them, using the ‘Export’ button at the top of the table.

To set your rules, choose a library from the pull down (or ‘Standard rules for all libraries’ if you want to apply these rules to all branches):

'Select a library' drop down menu

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

Circulation rules table

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

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

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

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

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

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

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

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

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

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

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

    • The ‘Default’ option will take the option defined in the useDaysMode system preference

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

    • Choose the ‘Datedue’ option if you want to push the due date to the next open day

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

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

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

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

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

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

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

  • ‘Fine amount’ should have the amount you would like to charge for overdue items.

    Importante

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

  • Enter the ‘Fine charging interval’ in the unit you set (ex. charge fines every 1 day, or every 2 hours). The finesCalendar system preference controls 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.

    Importante

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

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

    Importante

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

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

    Nota

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

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

    Importante

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

  • You can also define the maximum number of days a patron will be suspended in the ‘Max suspension duration’ setting

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

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

  • If you allow unseen renewals (see UnseenRenewals), enter how many ‘unseen’ renewals patrons can make. This is not in addition to the regular renewals, but rather how many ‘unseen’ renewals can be made among the total number of renewals.

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

  • If you’re allowing renewals you can control how soon before the due date patrons can renew their materials with the ‘No renewals before’ box.

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

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

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

    Importante

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

    Importante

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

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

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

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

    • Leave empty to have unlimited holds.

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

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

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

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

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

    Nota

    If this is set to a number that is greater than 1, but not Unlimited, then staff will have the option of placing multiple holds at once when placing a hold on the next available item in the staff interface

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

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

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

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

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

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

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

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

  • 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

    Aviso

    This column will only appear if the ArticleRequests system preference is enabled.

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

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

  • If the UseRecalls system preference is enabled, you will have several options to control recalls.

    • Recalls allowed (total): enter the number of current recalls a patron of this category can have on items or records of this item type.

    • Recalls per record (count): enter the number of current recalls a patron of this category can have on any one record of this item type.

    • On shelf recalls allowed: choose if patrons can recall items on records that have available items

      • If any unavailable: if a record has more than one item and at least one is unavailable, the patron will be able to recall items from this record

      • If all unavailable: all items of a record must be unavailable in order for a patron to recall an item from this record

    • Recall due date interval (day): enter the number of days a patron has to return an item that has been recalled

    • Recall overdue fine amount: enter the fine amount a patron will be charged if they don’t return the recalled item by the due date

    • Recall pickup period: enter the number of days a patron has to come pick up the item they have recalled, once it has been marked as awaiting pickup.

      Nota

      This value supersedes the value in the RecallsMaxPickUpDelay system preference.

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

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

Nota

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

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

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

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

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

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

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

Default checkout, hold, and return policy

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

image161

From this menu you can set a default to apply to all item types and patrons in the library if no other option is set in the forms below.

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

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

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

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

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

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

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

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

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

    • qualquer biblioteca

    • item’s hold group

    • patron’s hold group

    • biblioteca de origem do exemplar

    • biblioteca de empréstimo do exemplar

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

    • Item retorna a origem

    • Item retorna a biblioteca

    • Itens extraviados

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

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

Default checkout and hold policy by patron category

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

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Nota

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

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

Default waiting hold cancellation policy

For this library, you can specify if patrons can cancel holds that are already awaiting pickup.

Default waiting hold cancellation policy form in the circulation and fines rules page

For each patron category and item type combination, choose if these patrons can cancel holds that are already waiting for pickup.

Just like the circulation rules, the more specific rules will apply before the more generic rules (i.e. the “all” patron categories / “all” item types rule will apply only if no other rule exists for this combination).

Default open article requests limit

If ArticleRequests is enabled, you can set a maximum number of open article requests a patron of a category can have at one time.

Default open article requests limit by patron category form in the circulation and fines rules page

Nota

This will only appear if the ArticleRequests system preference is enabled.

  • Choose the patron category you want to limit.

  • Enter the number of open article requests a patron of this category can have at one given time

  • Click ‘Add’

Default article request fees

If ArticleRequests is enabled, you can set the fee a patron from a given category (or any category) needs to pay in order to request the article.

Default article request fee by patron category form in the circulation and fines rules page

Nota

This will only appear if the ArticleRequests system preference is enabled.

  • Choose the patron category for which you want to add a fee, or choose ‘All’ to set an overall fee for all patrons

    Nota

    The fee specific to a patron category will supersede the fee for all categories.

    For example, if you set a fee for all categories to 2$ and a fee for Faculty to 3$, Faculty members will be charged 3$ and any other patron will be charged 2$.

  • Enter the fee amount (use a period as the decimal and don’t enter any symbols, e.g. enter 5.00 for 5$)

  • Click ‘Add’

The fee is charged to the patron when the request is placed.

When placing the request, either through the staff interface or the OPAC, a message appears to inform the staff member or the patron that the patron will be charged for every request and the amount of the fee.

Política por omissão para reembolso de devoluções de exemplares perdidos

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

Default lost item fee refund on return policy, options to set the refund policy for the replacement fee as well as the processing fee

  • Refund lost item replacement fee: choose whether or not the item’s replacement cost is refunded when the lost item is returned.

    • Refund lost item charge: the replacement cost is refunded. This might create a credit to be paid out to the patron if they had already paid the fee.

    • Refund lost item charge (only if unpaid): the replacement cost is refunded only if it hasn’t yet been paid.

    • Refund lost item charge and charge new overdue fine: the replacement cost is refunded and overdue fines are calculated as of today.

    • Refund lost item charge and restore overdue fine: the replacement cost is refunded and fines are restored as of the day the item was declared lost.

    • Leave lost item charge: the replacement cost stays in the patron’s account.

  • Refund lost item processing fee: choose whether or not the item’s processing fee is refunded when the lost item is returned.

    • Refund lost item processing charge: the processing fee is refunded. This might create a credit to be paid out to the patron if they had already paid the fee.

    • Refund lost item processing charge (only if unpaid): the processing fee is refunded only if it hasn’t yet been paid.

    • Leave lost item processing charge: the processing fee stays in the patron’s account.

This policy will apply to this library. This rule is to be used with the RefundLostOnReturnControl system preference.

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

Default holds policy by item type

For this library, you can edit hold and return policies for a given item type, regardless of the patron’s category.

Default holds policy by item type section of the circulation rules

The various hold policies have the following effects:

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

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

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

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

    Importante

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

    Importante

    These policies are applied based on the ReservesControlBranch system preference.

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

  • qualquer biblioteca

  • item’s hold group

  • patron’ hold group

  • biblioteca de origem do exemplar

  • biblioteca de empréstimo do exemplar

The various return policies have the following effects:

  • Item returns home: The item will prompt the librarian to transfer the item to its home library

    • Importante

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

  • Item returns to issuing branch: The item will prompt the librarian to transfer the item back to the library where it was checked out

    • Importante

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

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

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

Nota

The library whose return policy is used is determined by the CircControlReturnsBranch system preference.

Tipos de atributos de leitor

  • Get there: More > Administration > Patrons and circulation > 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.

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

Table of all patron attribute types already set up

Adding patron attribute types

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

Patron attribute form

  • Patron attribute type code: enter a short code to identify this field

    Aviso

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

    Aviso

    A configuração não pode ser alterada após um atributo ser definido

  • Description: enter a longer (plain text) explanation of what this field will contain

  • Repeatable: check this box if a patron record can have multiple values of this attribute.

    Aviso

    A configuração não pode ser alterada após um atributo ser definido

  • Unique identifier: check this box if a value is given to a patron record, the same value cannot be given to a different record.

    Aviso

    A configuração não pode ser alterada após um atributo ser definido

  • Display in OPAC: check this box to display this attribute on a patron’s details page in the OPAC.

  • Editable in OPAC: check this box to enable patrons to edit this information in the OPAC.

  • Searchable: check this box to make this attribute searchable in the staff interface’s patron search.

  • Mandatory: check this box if the attribute must be filled for every patron

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

    The brief display of patron information on the left of the patron file, it has an extra line with Employee #

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

    Aviso

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

  • Library limitations: if you would like this attribute to only be used by specific branches you can choose those branches from this list. Choose ‘All branches’ to show it for all libraries.

    Aviso

    Patrons with attributes already set for them will not be altered. The branch limitation only limits the field based on the library at which the current staff is logged in.

    If an attribute is set for a patron, it will be displayed in their file to all staff. However, only staff from the selected branches will be able to edit it.

  • Category: if you’d like to only show this attribute on patrons of one type choose that patron category here

  • Class: if you have a lot of attributes it might be handy to group them so that you can easily find them for editing. If you create an authorized value for PA_CLASS it will show in the ‘Class’ drop-down menu and you can then change your attributes page to have sections of attributes

    Tables of all patron attribute types already set up, separated in two tables, 'Unclassified types' and 'Additional ID'

Click ‘Save’ to save your new attribute.

Once added, your attribute will appear on the list of attributes and also on the patron record add/edit form

'Additional attributes' section of the patron form, there is one attribute called 'Department' with a drop-down menu, a subheading 'Additional ID', with another attribute called 'Employee #'

Editing/deleting patron attribute types

Each patron attribute has an edit and a delete button beside it on the list of attributes.

Table of all patron attribute types already set up

Alguns campos no atributo não serão editáveis após criados:

  • Código de tipo de atributo de usuário

  • Repetítivel

  • Identificador único

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

Message saying 'Could not delete patron attribute type "STAFFID" — it is in use by 1 patron records'

Limites da biblioteca

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

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

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

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

image171

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

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Collection codes will appear as tabs above the checkboxes:

image173

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

image174

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

Matriz de custo de transporte

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

Importante

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

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

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

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

Nota

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

Avisos de empréstimo

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

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

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

Importante

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

Para configurar alertas de circulação:

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

    image176

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

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

    image177

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

Cidades

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

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

Adding a city

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

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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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Cidades podem ser editadas ou excluidas em qualquer momento.

Viewing cities on patron add form

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

image180

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

Curbside pickup

The curbside pickup feature is used to set up appointments with patrons for them to pick up their holds. This section is used to configure the pickup windows

  • Get there: More > Administration > Patrons and circulation > Curbside pickup

Nota

In order to use this module, you must enable it with the CurbsidePickup system preference.

Setting up curbside pickup

  • From the configuration page, click the tab corresponding to the library for which you’re setting up curbside pickup

    Curbside pickup configuration page, there are tabs at the top of the page for each library in the system, with a form under them

  • Fill out the form

    • Enable: check this box to enable curbside pickup at this library

    • Pickup interval: enter the number of minutes each curbside pickup interaction will take

    • Maximum patrons per interval: enter the number of patrons who can pickup in the same interval

    • Patron-scheduled pickup: check this box if you want to allow patrons to set up their own curbside pickup appointment through the OPAC

    • Enable for waiting holds only: check this box if curbside pickup should be limited to patrons who have holds awaiting pickup

  • Create curbside pickup slots

    • For each slot, enter the day of the week, the starting and ending hours of the time slot in which patrons can come

      • these can be your opening hours, if you allow curbside pickup throughout the day, or specific time slots in which you allow patrons to come by

      • For the hours, the format must be XX:XX (numbers with a colon) and it must be in 24-hour format (e.g. 1 PM is 13:00)

    • Click ‘Add’

  • Click ‘Save configuration’

Do this for every library that offers curbside pickup.

Patron restriction types

If you are using patron restriction types, you can manage the restriction types available from here.

Patron restriction types are enabled by the PatronRestrictionTypes system preference.

Nota

The manage_restrictions (or superlibrarian) permission is required to access this page.

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

Patron restriction types administration page before adding a new restriction type, table with restriction types, each type has an Edit action button

Adding a restriction type

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

New patron restriction type form

  • Code: enter a code for the restriction. Codes are limited to 50 characters and should not contain spaces, diacritics, or special characters.

  • Label: enter the label for the restriction. The label will be the one displayed throughout Koha.

  • Lift after payment: if set to ‘Yes’, restrictions using this type will be automatically lifted after payments equal to or exceeding the amount defined in ‘Fee Limit’.

  • Fee Limit: enter the amount that must be paid in order to lift a restriction of this type. This field is only used if ‘Lift after payment’ is set to ‘Yes’.

Once you click ‘Save’, your restriction type will be saved and will be listed in the table of restriction types.

Patron restriction types administration page, table with restriction types after adding a new restriction type, each type has an Edit action button, manually added types also have Delete and Make default buttons

Locally created restriction types can be set to set as the default restriction type to use when manually adding a restriction to a patron account. This can be achieved using the ‘Make default’ button.

You can also delete any locally created restriction types using the ‘Delete’ so long as they have not been assigned as the default.

Contabilidade

  • 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.

Table showing debit types (system debit types filtered out)

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”.

Table showing all debit types, including system debit types

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

System debit types

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Adding a new debit type

To add a new debit type:

  • Click ‘New debit type’

    New debit type form

    • Debit type code: enter a code (limited to 64 letters).

      Aviso

      Codes should be limited to letters, numbers, and underscores (_).

      Avoid spaces, diacritics, and special characters.

    • Default amount: enter the default amount.

      Nota

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

      Importante

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

    • Description: write a description, this description will be used in the drop-down menu when adding a new charge to a patron’s account or when making a sale in the point of sale as well as in their transaction history.

    • Can be manually invoiced: check this box if this debit type can be added manually by staff to a patron’s account via the manual invoices.

    • Can be sold: check this box if this debit type can be used in the point of sale.

    • Included in noissuescharge: check this box if this debit type should be included when calculating the amount owed by the patron for the noissuescharge system preference. This system preference is used to block checkouts when a patron owes over a certain amount of money to the library.

    • Libraries limitation: if necessary, select the libraries where this debit type can be used. Choosing ‘All libraries’ will make the debit type available everywhere.

      Nota

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

  • Clique ‘Salvar’

Editing an existing debit type

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

To edit a debit type:

  • Click the ‘Edit’ button to the right of the debit type

  • Modify any field

  • Clique ‘Salvar’

Archiving a debit type

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

Nota

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

To archive a debit type, simply click the ‘Archive’ button to the right of the debit type.

Restoring an archived debit type

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

This will make it available again.

Credit types

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

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

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

You can see the default system credit types by clicking “Show all credit types”.

List of all credit types, including the default system credit types

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

System credit types

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

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)

      Aviso

      Codes should be limited to letters, numbers, and underscores (_).

      Avoid spaces, diacritics, and special characters.

    • Write a description

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

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

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

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

      Nota

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

    • Clique ‘Salvar’

Editing an existing credit type

You can only modify the credit types you have added.

To edit a credit type:

  • Click the ‘Edit’ button to the right of the credit type

  • Modify any field

  • Clique ‘Salvar’

Archiving a credit type

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

Nota

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

To archive a credit type, simply click the ‘Archive’ button to the right of the credit type.

Restoring an archived credit type

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

This will make it available again.

Cash registers

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

This feature is enabled through the UseCashRegisters system preference.

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

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

List of cash registers

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

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

Adding a new cash register

  • Click on ‘New cash register’

    Add new cash register form

  • Give your cash register a name

  • Optionally you can also add a description

  • Choose in which library this cash register is located

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

  • Click ‘Add’

Plugins

This section is used to manage all types of plugins.

Importante

Before using plugins, make sure that they are enabled in the configuration file.

See also the tool plugins and report plugins sections.

  • Get there: More > Administration > Plugins

Managing plugins

This section is used to view, manage and configure all types of plugins.

The page will show all currently installed plugins.

Plugins administration page showing a table of all currently installed plugins

If you have a lot of plugins, you can view a subset by clicking ‘View plugins by class’.

The 'View plugins by class' button is pressed, the options are: view all plugins, view report plugins, view tool plugins, view MARC conversion plugins, view online payment plugins, view bibliographic record enhancement plugins for the staff interface, view ILL availability plugins

Installing a plugin

To install a new plugin manually,

  • Click ‘Upload plugin’.

    Page to upload a plugin

  • Choose the KPZ file on your computer and click ‘Upload’.

If you configured external plugin repositories, you will have a search box at the top of the page to search these repositories and install directly from there without having to download and upload the KPZ file. To install a plugin from a repository,

  • Enter a search term in the search box.

    Search results of plugins in external repositories

  • Click ‘Install’ to the right of the plugin.

Some plugins might need to be enabled before usage.

To enable a plugin,

  • Click the ‘Actions’ button to the right of the plugin and choose ‘Enable’

    Plugins administration page, the Actions button is pressed, the options are: run tool, configure, uninstall, enable

Using a plugin

All plugins are different. Some might need configuration before usage, others are simply run.

  • Click the ‘Actions’ button and choose ‘Configure’ or ‘Run’.

  • Follow the instructions issued by the plugin’s creator.

Disabling a plugin

If you need to temporarily stop the plugin from taking effect, you can disable it.

  • Click the ‘Actions’ button to the right of the plugin and choose ‘Disable’

This will not uninstall the plugin. It will remain installed, but will not have any effect on your Koha installation.

Deleting a plugin

To delete or uninstall a plugin,

  • Click the ‘Actions’ button to the right of the plugin and choose ‘Delete’

This will remove the plugin from your Koha installation. Any action or effect it had will stop. If you need to, you can reinstall it later, provided it is still available.

Jobs

This section is used to manage background jobs. Jobs are tasks that are queued in the system to be treated when the server has the resources to do it, such as batch record modification and others.

  • Get there: More > Administration > Jobs

Nota

This section will only be available to staff members with the manage_background_jobs (or superlibrarian) permission.

Managing jobs

By default, when accessing the page, you will only see current jobs and jobs enqueued in the last hour.

Default view of the jobs management page, checkboxes at the top are checked, to show only current and recent jobs, and the table is empty

To see all jobs, uncheck the boxes at the top of the page.

  • Current jobs only: uncheck this to include finished jobs

  • Only include jobs enqueued in the last hour: uncheck this to include jobs enqueued earlier

You can search for jobs using the search boxes under the table headings.

To the right of each job, there are action buttons.

  • View: this will display the details of the job, including, but not limited to:

    Detailed view of a job

    • Job ID: this is the identifier of the job in the Koha database, an incremental number

    • Status: the status of the job

      • New: the job has been queued

      • Cancelled: the job was cancelled by a user

      • Finished: the job was successfully carried out

      • Started: the job was started, but it is not yet finished

      • Running: the job is currently being executed

      • Failed: the job was started, but failed for some reason

    • Progress: indicates how much of the job is done

    • Type: indicates the type of job

    • Queued: date and time when the job was queued

    • Started: date and time when the job was started

    • Ended: date and time when the job was finished

    • Report: this section will contain messages specific to the type of job (for example, number of records modified, in the case of batch record modification)

    • Detailed messages: this section will contain messages specific to the type of job (for example, which records were modified, in the case of batch record modification)

  • Cancel: for jobs that are still new or have started, it’s possible to cancel them

Catalog administration

Set these controls before you start cataloging on your Koha system.

  • Get there: More > Administration > Catalog

MARC bibliographic frameworks

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

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

List of MARC bibliographic frameworks

Importante

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

Nota

This section will only be available to staff members with the manage_marc_frameworks (or superlibrarian) permission.

Adding a new framework

Para adicionar uma nova planilha

  • Click ‘New framework’

    New MARC bibliographic framework form

    • Code: enter a code of 4 or fewer characters, avoiding spaces, diacritics, or other special characters.

    • Description: enter a more detailed definition of your framework, this is what will be displayed in Koha.

  • Clique ‘Enviar’

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

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

    Dropdown menu to choose on which existing framework to base the new framework

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

Editing existing frameworks

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

Form to edit the description of the framework

Editing framework fields and subfields

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

Importante

Whenever you make changes to the framework fields and subfields, make sure to run the MARC bibliographic framework test.

Editing a MARC field (tag)

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

Form to edit a MARC field

The next screen shows details of the tag.

  • Tag: the MARC tag, or field number, is uneditable.

  • Label for lib: text that will show in the staff interface MARC view, and in the basic editor if the advancedMARCeditor system preference is set to display labels.

    Nota

    If you use XSLT (see the XSLTDetailsDisplay system preference), the labels for the ‘Normal’ view are defined in the XSLT stylesheet.

    This will not affect the ‘Normal’ view unless you don’t use XSLT.

  • Label for OPAC: text that will show on the MARC view in the OPAC.

    Nota

    If you use XSLT (see the OPACXSLTDetailsDisplay system preference), the labels for the ‘Normal’ view are defined in the XSLT stylesheet.

    This will not affect the ‘Normal’ view unless you don’t use XSLT.

  • Repeatable: when checked, the field will have an icon next to it in the basic editor, allowing you to add multiples of that tag.

  • Mandatory: when checked, the record cannot be saved unless the field has a value. In the basic editor, a ‘Required’ flag will display as a prompt.

  • Important: when checked, the field will generate a warning if it is not filled, but unlike ‘Mandatory’, you will still be able to save your record nonetheless. In the basic editor, an ‘Important’ flag will display as a prompt.

  • Indicator default values: add default values for indicators here so that they will be pre-filled to save time when cataloging, but can still be edited if required.

  • Authorized value: define an authorized value pull down list for the catalogers

    Aviso

    The authorized value option at field level does not work.

Click ‘Save changes’ to save any modification.

Editing a MARC subfield

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

Subfield editing form

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

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

    • Text for librarian: text that will show in the staff interface MARC view, and in the basic editor if the advancedMARCeditor system preference is set to display labels.

      Nota

      If you use XSLT (see the XSLTDetailsDisplay system preference), the labels for the ‘Normal’ view are defined in the XSLT stylesheet.

      This will not affect the ‘Normal’ view unless you don’t use XSLT.

    • Text for OPAC: text that will show on the MARC view in the OPAC.

      Nota

      If left empty, the ‘Text for librarian’ is used instead

      Nota

      If you use XSLT (see the OPACXSLTDetailsDisplay system preference), the labels for the ‘Normal’ view are defined in the XSLT stylesheet.

      This will not affect the ‘Normal’ view unless you don’t use XSLT.

    • Repeatable: when checked, the field will have an icon next to it in the basic editor, allowing you to add multiples of this subfield.

    • Mandatory: when checked, the record cannot be saved unless the subfield has a value. In the basic editor, a ‘Required’ flag will display as a prompt.

    • Important: when checked, the field will generate a warning if it is not filled, but unlike ‘Mandatory’, you will still be able to save your record nonetheless. In the basic editor, an ‘Important’ flag will display as a prompt.

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

      Importante

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

      Aviso

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

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

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

      Nota

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

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

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

      • <<YY>> - the current year, 2 digits

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

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

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

      Nota

      When those default values are filled depends on the ApplyFrameworkDefaults system preference.

    • Max length: enter a value here to limit the number of characters that can be entered in the subfield.

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

      • OPAC: when checked, this will make the subfield available for display in the OPAC. For non-XSLT views, the field will be displayed. For XSLT views, it will depend on the stylesheet.

      • Staff interface: when checked, this will make the subfield available for display in the staff interface. For non-XSLT views, the field will be displayed. For XSLT views, it will depend on the stylesheet.

      • Editor: when checked, this will make the subfield available for modification in the basic editor.

      • Collapsed: when checked, the subfield will be hidden in the basic editor, but will display when the field label is clicked to expand all subfields.

      • Flagged: when checked, the subfield will be unavailable and hidden from all views (equivalent to all boxes being unchecked).

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

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

    • Koha link: this field is used to create a link between the MARC subfield and a column in the items, biblioitems, and biblio database tables. The mappings can be changed from the Koha to MARC mapping page.

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

    • Authorized value: means the value must be chosen from a drop-down menu generated from the authorized value list.

      In the example below, the LANG authorized value category has been set to 041$a.

      Other options section of the subfield modification form in the MARC bibliographic framework; authorized value has the value LANG

      This creates a drop-down menu in the basic editor.

      Field 041 in the basic editor, the 041$a subfield had a drop-down menu of languages.

    • Thesaurus: means that the value is linked to the authority catalog of the selected category. Authority categories are managed in the Authority types section.

    • Plugin: means the value is calculated or managed by a cataloguing plugin. Cataloguing plugins, or value builders, can do almost anything.

      • Exemplos:

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

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

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

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

  • To save your changes, click ‘Save changes’.

Dica

You can drag and drop the subfield tabs to change the order in which they appear when cataloging with the basic editor.

By default, they will appear in alphanumeric order (0-9, then a-z).

Adding fields to frameworks

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

List of fields in the default MARC framework

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

Form to add a new MARC tag in a MARC bibliographic framework

Enter the field number for your new tag. The process for entering the remainder of the settings for the new tag is the same as those found in the editing fields and subfields in frameworks section of this manual.

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

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

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

Importing and exporting frameworks

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

Export framework

To export a framework, click the ‘Export’ option in the ‘Actions’ button to the right of the framework title.

The 'Actions' button for a MARC framework, options are: MARC structure, Edit, Delete, Export, Import

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

Prompt to choose the framework export format, options are: Export to CSV spreadsheet, or Export to OpenDocument spreadsheet format

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

Import framework

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

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

The 'Actions' button for a MARC framework, options are: MARC structure, Edit, Delete, Export, Import

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

Pop-up to choose the file to import into a MARC framework

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

Warning message Are you sure you want to replace the fields and subfields for the XXX framework structure? The existing structure will be overwritten! For safety reasons, it is recommended to use the export option to make a backup first.

As your file is uploaded, you will see a spinning icon to indicate that the system is working.

Pop-up to choose the file to import into a MARC framework, underneath is a spinning icon with the text Importing to framework

Once your import is complete you will be brought to the framework edit tool where you can make any changes you need to the framework you imported.

Ligações Koha => MARC

While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database (mainly the items, biblioitems, and biblio tables). Koha to MARC mapping is used to tell Koha where to find these values in the MARC record. Whenever a record is added or changed, this mapping will be used to update the linked database column. The information from the database columns is used as a way to quickly look up important information without having to parse the full MARC record. It is used for displaying information in a lot of pages and can also be used in reports.

In many cases, you will not have to change the default values set at the time of the installation, but it is important to know that the tool is here and can be used at any time.

Aviso

If you change mappings after data has been added to your catalog, ask your system administrator to run misc/batchRebuildBiblioTables.pl. This will update the values in the database columns for all your records.

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

Nota

This section will only be available to staff members with the manage_marc_frameworks (or superlibrarian) permission.

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

Koha to MARC mapping table showing the database field with the linked MARC tag, subfield, and label

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

Prompt to add a new mapping

Write in the MARC field and subfield you would like to map, separated by a comma, to this Koha field (for example, “264,a”) and click the ‘OK’ button.

Nota

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

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

Nota

All changes are immediate. Records created or edited after the change will immediately have the new mappings. However, if you want to update the mappings for records already in the catalog, ask your system administrator to run misc/batchRebuildBiblioTables.pl. This will update the values in the database columns for all your records.

Teste do modelo bibliográfico MARC

The tool checks the MARC structure of bibliographic frameworks.

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

Nota

This section will only be available to staff members with the manage_marc_frameworks (or superlibrarian) permission.

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

Results of the framework test

Tipos de autoridade

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

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

Fontes de classificação

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

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

Classification sources, classification filing rules and classification splitting rules tables

Commonly used classification sources are:

  • cdd - Classificação Decimal de Dewey

  • lcc - Classificação da Library of Congress

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

  • ANSCR (gravações de áudio)

  • Classificação SuDOC

  • Classificação Decimal Universal

  • Outra/Classificação genérica

Adding/editing classification sources

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

Form to add a new classification source

Quando estiver criando ou editando:

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

Nota

The code is not editable once it has been created.

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

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

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

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

Classificação das regras de preenchimento

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

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

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

Os valores pré-configurados no Koha são:

  • Dewey

  • LCC

  • Genérico

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

Quando estiver criando ou editando:

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

Nota

The code is not editable once it has been created.

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

  • Defina uma rotina de preenchimento apropriada - Dewey, genérica ou LCC

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

      • Concatenates classification and item parts.

      • Converts to uppercase.

      • Removes any leading or trailing 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.

Nota

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

For example, a Dewey call number such as ‘636.8/07 SHAW’ will become

636.807
SHAW

once printed on a spine label.

Os valores pré-configurados no Koha são:

  • Dewey

  • LCC

  • Genérico

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

Quando estiver criando ou editando:

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

Nota

The code is not editable once it has been created.

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

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

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

    • The Generic splitting routine splits on spaces.

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

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

      • Some examples of RegEx splitting routines:

        • Split on spaces:

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

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

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

          s/^(J|K)\n/$1 /
          
        • 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

Regras de concordância

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

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

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

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

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

Example:

Threshold of 1000

Match point on 020$a 1000

Match point on 022$a 1000

Match point on 245$a 500

Match point on 100$a 100

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

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

Threshold of 1000

Match point on 020$a 1000

Match check on 245$a

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

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

Index name

Matches MARC tag

LC-cardnumber

010$a

Personal-name

100$a

Corporate-name-heading

110$a

Meeting-name

111$a

Title-uniform

130$a

Chronological-term

148$a

Subject-topical

150$a

Name-geographic

151$a

Term-genre-form

155$a

Table: Authority indexes

Adding matching rules

To create a new matching rule :

  • Click ‘New record matching rule’

    Add record matching rule form

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

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

    • ‘Match threshold’ is the total number of ‘points’ a biblio must earn to be considered a ‘match’

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

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

    • ‘Search index’ can be found by looking at the index configuration on your system. For Zebra you might find the right index names in your ccl.properties file. You can also find useful information in the Koha search indexes chapter of this manual.

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

    • Enter the MARC tag you want to match on in the ‘Tag’ field.

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

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

    • ‘Comprimento’ - Para uso em campos de controle, 001-009

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

      • None - no normalization rule will be applied

      • Remove spaces

      • Uppercase

      • Lowercase

      • Legacy default - this option was added to maintain the 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

Add record matching rule form filled with the example data

  • Limite para correspondências: 100

  • Record type: Bibliographic record

    Nota

    In order to match on the 001 in authority records, you will need to create a second rule, repeating all of these values and change just the record type to ‘Authority record’.

  • Pontos de correspondência (apenas o único):

  • Search index: control-number

  • Score: 100

  • Tag: 001

    Nota

    In MARC21, this field is for the control number assigned by the organization creating, using, or distributing the record.

  • Subfields: empty

  • Offset: 0 or empty

  • Length: 0 or empty

  • Normalization rule: None

  • Required match checks: none (click ‘Remove this match check’)

Record overlay rules

Record overlay rules allow for defining rules for how incoming and original MARC records should be merged on a field tag and context basis when a MARC record is updated.

Contexts

Let’s first focus on understanding the concept of contexts.

Contexts are defined by “module” and “filter” enabling separate rule sets for different contexts.

By setting different filter values for these modules, rules are applied only when the filter value matches for a particular module. A wildcard; “*”, can be used to match all possible filter values.

There are three different context modules:

borrower

Allows for defining rules that will be applied if the currently logged in user’s borrower number matches the filter condition.

categorycode

Allows for defining rules that will be applied if the currently logged in users’s category code matches the filter condition.

source

Allows for defining rules that will be applied if the record is updated in a particular part of Koha. The following update methods are supported:

  • batchimport

  • z39.50

  • intranet

  • bulkmarcimport

  • import_lexile

  • batchmod

A context is really nothing but a module and filter combination. Every time a record is updated i Koha, a context is set an filter values populated with context dependent values.

Examples of two different contexts are saving record in the staff client or the currently logged in user having a particular borrower number, for example “12”.

These two contexts are define as:

Module: source, filter: intranet
Module: borrower, filter: 12

Only the rules of one context, that is a module and filter combination, are applied. If multiple contexts matches they are not merged together.

If we have the following rules:

Module: source, filter: *, tag: 650, preset: Protect
Module: source, filter: *, tag: 500, preset: Protect
Module: borrower, filter: 12, tag: *, preset: Overwrite

And the context of the update where the rules are applied is:

source => "intranet" (wildcard match)
borrower => 1 (no match)

Only the first two rules will be applied.

If instead the context of rule evaluation was:

source => "intranet" (wildcard match)
borrower => 12 (an exact match, which is considered more specific than a wildcard match)

Only the second rule would be applied, even though the first two rules also matches they will be discarded since the context match of that rule set is of lower specificity because of the wildcard.

Context specificity is ranked in the following way:

  • First all the rules are grouped into rule sets identified by a unique filter and module combination.

  • If one or more contexts have a non wildcard filter condition match, the rule set of the context with the module of highest specificity is selected. (The modules are listed in order of specificity above).

  • If no exact context match is found, but one or more wildcard matches are, the rule set of the context with the module of highest specificity is selected.

  • If no context matches the default behavior is to overwrite, the original record with the incoming record.

Rules

A rule consists of a three different parts:

Context

A module and filter to match against as described above.

Tag

A field tag expression for defining which tag(s) the rule should be applied on. Three different tag expressions are supported:

  • An exact tag, for example “650”.

  • A regular expression, for example “6..” matching all 6XX tags.

  • A wildcard, “*”, matching all tags

When rules for a specific context are evaluated, the most specific match is selected. The tag expressions above are listed in order of specificity.

Actions

Each rule defines a set of actions to take depending on the type of update. There are four types of update events: Added, Appended, Removed and Deleted. For each event an action is specified, whether to perform the update, or to skip it.

By enabling/disabling updates for these different events 16 different update behaviors can be defined. There are presets available for the most common/useful combinations:

Preset

Added

Appended

Removed

Deleted

Protect

Skip

Skip

Skip

Skip

Overwrite

Adicionar

Append

Remove

Eliminar

Add new

Adicionar

Skip

Skip

Skip

Add and append

Adicionar

Append

Skip

Skip

Protect from deletion

Adicionar

Append

Remove

Eliminar

Protect

Added: Skip, Appended: Skip, Removed: Skip, Deleted: Skip

The “Protect” preset will prevent all updates on matching fields, protecting them from being overwritten.

Given this rule:

Module: source, filter: *, Tag: 650, Preset: Protect

And the following original and incoming records:

100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

The 650 field of the original record will retain its original value after the update (but since the default behavior if no rule matches is to overwrite, the 500 field will be added):

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.

Overwrite

Added: Add, Appended: Append, Removed: Remove, Deleted: Delete

The “Overwrite” preset will allow all updates on matching fields.

Since the default behavior is to overwrite if no rule matches, adding a rule with the overwrite preset only makes sense if there is some other rule with a lower tag specificity with a different behavior, for example a wildcard tag rule.

So given these two rules:

Module: source, filter: *, Tag: *, Preset: Protect
Module: source, filter: *, Tag: 650, Preset: Overwrite

And the following original and incoming records:

500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.

Incoming record:

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

All fields but 650 will be protected on the original record, and the resulting record will be:

500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

Add new

Added: Add, Appended: Skip, Removed: Skip, Deleted: Skip

The “Add new” allow updates only if the incoming field is new, that is there exists no fields with this tag in the original record.

Given this rule:

Module: source, filter: *, Tag: 650, Preset: Add

And the following original and incoming records:

100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

The 650 in the incoming record will not overwrite the 650 field in the original record since the original record contains one or more 650 fields. The 500 field will be added since the default rule is to overwrite. The resulting record will be:

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.

On the other hand, if the original record was:

100 1#$aTerrace, Vincent,$d1948-

The resulting record will be:

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

This is because there were no 650 fields in the original record, so adding new ones is permitted.

Add and append

Added: Add, Appended: Append, Removed: Skip, Deleted: Skip

In the “Add and append” preset, appending is also permitted, but not removing or deleting.

So if we have the following rule:

Module: source, filter: *, Tag: 650, Preset: Add and append

And the following original and incoming records:

100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

The resulting record will be:

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

Note that the “old” 650 field from the original record was not removed since we only allow adding or appending new values.

If we instead used the “Overwrite” preset the resulting record would instead be:

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

with the 650 field of the original record removed.

Protect from deletion

Added: Add, Appended: Append, Removed: Remove, Deleted: Skip

The preset “Protect from deletion” will allow all update operations except deletion. Deletion is defined as when there are no fields of the matching tag in the incoming record so that all of the fields with this tag would be removed on the original record.

So given the following rule:

Module: source, filter: *, Tag: 650, Preset: Protect from deletion

And the following original and incoming records:

100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

The resulting record will be:

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.

On the other hand, if the incoming record was:

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.

In this case the deletion of 650 would not be permitted and the value of the field on the original record would be protected. The resulting record would instead be:

100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.

Custom presets

To work with custom presets, a more complete understanding of the update events is required:

Added

For a matching rule with a tag, the action configured for the “Added” event is applied for new fields in the incoming record if the original record has no fields with that tag. If the action is “Add” they will be added to the original record, if “Skip” they will be thrown away.

Appended

If the two record have common fields with the rule tag, that is one or more fields with identical subfield and identifier values, the action configured for the “Appended” event is applied for fields found in incoming record but not in original record. If the action is “Append” they will be added to the original record, if “Skip” they will be thrown away.

Removed

If the two records have common fields with the rule tag, the action configured for the “Removed” action is applied for fields found in original record but not in incoming record. If the action is “Remove” they will removed from the original record, if “Skip” they will be kept.

Deleted

If the original record have fields with the rule tag, but no fields with this tag is found in the incoming record, the action configured for the “Deleted” event is applied for the fields in the incoming record. If the action is “Delete” the fields will be removed from the original record, if “Skip” they will be kept.

Configuração dos conjuntos OAI

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

Criar um conjunto

To create a set:

  • Clique no link ‘Adicionar um novo conjunto’

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

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

  • Clique no botão ‘Salvar’

Modify/delete a set

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

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

Define mapeamentos

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

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

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

  • Clique em ‘Salvar’

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

Nota

Actually, a condition is true if value in the corresponding subfield is strictly equal to what is defined if ‘Value’. A record having 999$9 = ‘XXX YYY’ will not belong to a set where condition is 999$9 = ‘XXX’.

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

Criar conjuntos

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

Campos de pesquisa de exemplar

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

image1205

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

image1206

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

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

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

  • Subcampo MARC é o subcampo que será utilizado na pesquisa

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

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

image1207

Search filters

Search filters are custom searches or filters that can be applied to search results.

This functionality is enabled on using the SavedSearchFilters system preference.

Nota

This section will only be visible if the SavedSearchFilters system preference is enabled and you have the manage_search_filters (or superlibrarian) permission.

Search filters are added by searching the catalog through the staff interface.

This page is used to manage existing search filters.

Search filter administration page

You can make changes to each search filter by clicking on the action buttons on the right.

  • Edit filter: change the name of the filter, and its availability in the OPAC or staff interface

    Edit filter pop-up, with option to edit the name, and visibility in OPAC and staff interface. Buttons are Save and Cancel.

  • Edit search: clicking this button will bring you to the advanced search form, with the filter already applied. You can change the search parameters, and click ‘Save filter’ at the top of the page.

    Top of the advanced search form, titled Editing filter Shakespeare ebooks, with visibility in OPAC and staff interface options. Buttons are Save filter, Search using filter, and Cancel.

  • Delete: clicking this button will delete the filter.

    Aviso

    There is no confirmation when deleting a search filter. Once you click ‘Delete’, the filter will be deleted immediately.

Nota

Search filters can be used as pre-defined search URLs that you can use on your website or in HTML customizations.

Search filters are available through relatively short links.

<OPACBaseURL>/cgi-bin/koha/opac-search.pl?limit=search_filter:<Id of filter>

Use this URL anywhere to link directly to the search.

Search engine configuration

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

Aquisições

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

Before using the Acquisitions Module, you will want to make sure that you have completed all of the set up.

  • Get there: More > Administration > Acquisitions

Moedas e câmbios

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

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

Table of currently defined currencies

Nota

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

  • Currency: this is the code for the currency. For default currencies, the ISO code is used as currency code (for example ‘USD’ for the US dollar). The ISO code will be used when importing MARC files via the staging tools. The tool will attempt to find and use the price of the currently active currency.

  • Rate: the rate will be used to calculate the price in the active currency.

    Nota

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

  • Symbol: this is the symbol for the currency (for example, $ for USD, or € for EUR).

  • Last updated: this is the date when the currency was last updated in Koha.

  • Active: the active currency is the main currency you use in your library. The active currency will have a check mark in the ‘Active’ column. If you don’t have an active currency you will see an error message telling you to choose an active currency.

    Warning message reading "No active currency is defined. Please edit one currency and mark it as active."

    The active currency must have a rate of 1. There can only be one active currency.

  • Archived: archived currencies will have ‘Yes’ in this column. Archived currencies cannot be used in the acquisitions module.

    Nota

    It is currently not possible to manually archive currencies. Currencies will be archived if Koha is updated and a currency that was used previously in the acquisitions module was deleted.

  • Actions: use the buttons to edit or delete currencies.

    Nota

    If a currency was used at least once, it will not be possible to delete it.

Adding a new currency

If a currency that you use is not already in your system, you can create it.

  • Click ‘New currency’.

Form to add a new currency

  • Fill out the form.

    • Currency: enter a code for the currency, this can be the ISO code, or another code. This is what will be displayed in the acquisitions module.

      Nota

      If you decide to use a custom code here, make sure to fill out the ISO code with the correct code for the currency. This will ensure that prices are calculated according to the rate.

      Nota

      This field is limited to 10 characters.

    • Rate: enter the rate of this currency relative to your active currency.

    • Symbol: enter the symbol for the currency (for example, $ for USD, or € for EUR).

    • ISO code: enter the ISO code for the currency (for example ‘USD’ for the US dollar). This field is optional. If this field is empty, Koha will use the currency code (above) as the ISO code for price calculations.

    • Last updated: this will be filled automatically with today’s date, it is not possible to manually change this date.

    • Space separation between symbol and value: if checked, Koha will display the price with a space before the currency symbol (for example, 10.99 $ rather than 10.99$).

    • Active: check this box if this currency is the default currency used in the acquisitions module. Note that there can only be one active currency and that the active currency’s rate must be 1.

  • Click ‘Submit’.

Editing a currency

If you often order from other countries, it will be necessary to update the exchange rate regularly in order to calculate the prices precisely.

To edit an existing currency,

  • Click the ‘Edit’ button to the right of the currency in the currencies table.

  • Change the rate, or other value.

    Nota

    Note that the currency code and the last updated date cannot be edited.

  • Click ‘Submit’.

Deleting a currency

If there are currencies that you never use, it is possible to delete them.

From the currencies table, click the ‘Delete’ button to the right of the currency.

Aviso

Currencies that have been used at least once in the acquisitions module cannot be deleted.

Orçamentos

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

  • Get there: More > Administration > Acquisitions > Budgets

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

Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

Adding budgets

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

Adding a new budget

If you haven’t used Koha before for acquisitions, you’ll need to start fresh with a new budget.

To add a new budget,

  • Click the ‘New budget’ button.

    Form to add a new budget

  • Fill out the form:

    • Start date (mandatory): choose the starting date for the time period this budget is for. This can be the start of the calendar year, fiscal year, academic year, quarter, etc.

    • End date (mandatory): choose the ending date for the time period this budget is for.

    • Description (mandatory): enter a description for this budget. The description should be something that will help you identify the budget when ordering.

    • Total amount: enter the amount for the budget. Do not use any symbols, simply enter the amount of the budget with numbers and decimals.

    • Make budget active: marking a budget as active makes it usable when placing orders in the acquisitions module, even if the order is placed after the budget end date. This will allow you to record orders that were placed in a previous budget period.

    • Lock budget: locking a budget means that you will not be able to add funds or add sub funds to this budget, and you will not be able to plan spending. Lock the budget once it is set as you wish.

  • Click ‘Save’.

You will be brought back to the list of existing budgets.

Proceed to add funds to the budget.

Duplicating a budget

At the end of the year, or the end of your budget period, you can duplicate the current budget. This will also duplicate all funds, so you don’t have to start from scratch each year or period.

To duplicate a budget,

  • From the list of budgets, click the ‘Actions’ button on the right.

    Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

  • Choose ‘Duplicate’.

    In the table of active budgets, the Actions button is open and the mouse cursor is on the Duplicate option

Alternatively,

  • From the list of budgets, click on the budget name.

    Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

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

    The budget's fund details page, the Edit button is open and the mouse cursor is on the Duplicate budget option

  • In both cases, you will be presented with a form to duplicate the budget.

    Form to duplicate a budget

    • Start date (mandatory): choose the starting date for the time period this new budget is for.

    • End date (mandatory): choose the ending date for the time period this budget is for.

    • Description (mandatory): enter a description for this new budget.

    • Change amounts by: by default, the total amount from the duplicated budget and the original amounts for each fund will be used. However, if needed, you can indicate to change the amounts by a percentage, that can be positive or negative. For example, if your new budget was increased by 2%, enter 2. Inversely, if your new budget was decreased by 2%, enter -2.

    • If amounts changed, round to a multiple of: if you entered a value in ‘Change amounts by’, Koha will calculate the amounts automatically. You can force it to round down the amounts. For example, entering ‘100’, will round down the amounts to the hundreds (5542 will become 5500).

    • Mark the original budget as inactive: check this box if the original budget should no longer be used, effective immediately. You can always edit the budget later to make it inactive.

    • Set all funds to zero: check this box if you wish the new budget to contain all the same fund structures as the previous budget but no allocations until you manually enter an amount in the fund.

This will not only duplicate the budget, but all of the funds associated with that budget so that you can reuse budgets and funds from year to year.

When the time comes, you can close the previous budget to move unreceived orders, and, if desired, unspent funds to the new budget.

Editing a budget

You can edit existing budgets to make them inactive or lock them to prevent fund changes, for example.

To edit a budget,

  • From the list of budgets, click the ‘Actions’ button on the right.

    Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

  • Choose ‘Edit’.

    In the table of active budgets, the Actions button is open and the mouse cursor is on the Edit option

Alternatively,

  • From the list of budgets, click on the budget name.

    Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

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

    The budget's fund details page, the Edit button is open and the mouse cursor is on the Edit budget option

  • In both cases, you will be presented with a form to duplicate the budget.

  • Make your changes (see the field descriptions above).

  • Click ‘Save’.

Closing a budget

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

To close a budget,

  • From the list of budgets, click the ‘Actions’ button on the right.

    Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

  • Choose ‘Close’

    In the table of active budgets, the Actions button is open and the mouse cursor is on the Close option

    Nota

    Budgets without unreceived orders cannot be closed.

    Message reading "There are no unreceived orders for this budget." with a link to go back.

  • Fill out the form.

    Form to close a budget, showing the number of unreceived orders in each fund, a dropdown menu to choose the budget where to move the unreceived orders, and the option to also move unspent amounts

    • Select a budget: choose the new budget for the unreceived orders from the dropdown.

      Nota

      In order for the unreceived orders to be automatically moved to the new budget, the fund structures in the previous budget must exist in the new budget.

    • Move remaining unspent funds: check this box to move the unspent amounts from the funds of the budget being closed to the selected budget.

  • Click the ‘Move unreceived orders’ button.

You will be presented with a dialog box that says ‘You have chosen to move all unreceived orders from ‘Budget X’ to ‘Budget Y’. This action cannot be reversed. Do you wish to continue?’ Budget X is the budget to be closed and Budget Y is the selected budget.

Warning message reading "You have chosen to move all unreceived orders from '2023' to '2024'. This action cannot be reversed. Do you wish to continue?"

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

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

Close budget report showing order numbers and 'Moved!' for each order in each fund

Deleting a budget

In order to delete a budget, it must not have funds. Start by deleting the funds.

Aviso

This cannot be undone. Make sure you are certain this budget needs to be deleted. You can make it inactive or close it, instead.

To delete a budget,

  • From the list of budgets, click the ‘Actions’ button on the right.

    Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

  • Choose ‘Delete’.

    In the table of active budgets, the Actions button is open and the mouse cursor is on the Delete option

  • Click ‘Yes, delete’.

    Warning reading "Delete budget '2024'?", the options are "Yes, delete" and "No, do not delete"

Fundos

Funds are divisions of a budget. For example you could have a budget for the current year (ex. 2015) and then break that into funds for different areas of the library (ex. Books, Audio, etc).

  • Get there: More > Administration > Acquisitions > Funds

Adding a fund to a budget

A fund is added to a budget. Make sure to add a budget before adding funds.

Nota

If a budget is locked, it will not be possible to add funds.

To add a new fund,

  • From the list of budgets, click the ‘Actions’ button on the right.

    Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

  • Choose ‘Add fund’.

    In the table of active budgets, the Actions button is open and the mouse cursor is on the Add fund option

Alternatively,

  • From the list of budgets, click on the budget name.

    Main page of bugdet administration, New budget button at the top, followed by two tabs, one for active budgets and the other for inactive budgets, the active budgets tab is selected and showing a table with budget information (budget name, start date, end date, and amount)

  • On the screen listing the budget breakdown, click the ‘New’ button at the top and choose the ‘New fund for…’ option.

    The budget's fund details page, the New button is open and the mouse cursor is on the New fund option

  • In both cases, you will be presented with a form to create the new fund.

    Form to add a new fund

    • Fund code (mandatory): enter a unique identifier for your fund.

    • Fund name (mandatory): enter a name for the fund. This should be something that staff will understand, as this is what will be displayed when ordering.

    • Amount (mandatory): enter the amount with only numbers and decimals, no other characters.

    • Warning at (%): enter a percentage value to have Koha warn you when you have spent this percentage of the fund, to prevent overspending. For example, if you enter 90%, Koha will warn you for each order after 90% of the fund is spent.

    • Warning at (amount): same as above but for a specific amount of money spent. For example, if you enter 5000, Koha will warn you for each order after 5000 is spent in the fund.

    • Owner: you can choose to assign this fund to a staff member.

      • Click ‘Select owner’.

      • Search for the staff member in the patron search form.

        Nota

        Only staff with superlibrarian or acquisitions permissions (or budget_modify permission if granular permissions are enabled) are returned in the search results.

      • Click ‘Select’ to the right of the staff member’s result.

      Nota

      A fund can only have one owner.

      Nota

      In order to limit the use of this fund to the owner, you must choose either ‘Owner’, ‘Owner and users’ or ‘Owner, users and library’ in the ‘Restrict access to’ field below. Otherwise, adding users will not have any restricting effect.

      Nota

      Staff members with the order_manage_all permission will be able to use funds regardless of restrictions.

      Make sure your staff doesn’t have that permission if you want to restrict access to funds.

    • Users: you can also add users who will be able to spend in that fund.

      Nota

      In order to limit the use of this fund to the users, you must choose either ‘Owner and users’ or ‘Owner, users and library’ in the ‘Restrict access to’ field below. Otherwise, adding users will not have any restricting effect.

      Nota

      Staff members with the order_manage_all permission will be able to use funds regardless of restrictions.

      Make sure your staff doesn’t have that permission if you want to restrict access to funds.

      • Click ‘Add users’

      • Search for the staff member in the patron search form.

        Nota

        Only staff with superlibrarian or acquisitions permissions (or budget_modify permission if granular permissions are enabled) are returned in the search results.

      • Click ‘Add’ to the right of the staff member’s result.

      Nota

      You can add as many users as you need.

      • Click ‘Close’ once all the users have been added.

    • Library: If this fund is for a specific library, choose it here.

      Nota

      In order to limit the use of this fund to the library, you must choose ‘Owner, users and library’ in the ‘Restrict access to’ field below. Otherwise, choosing a library will not have any restricting effect.

      Nota

      Staff members with the order_manage_all permission will be able to use funds regardless of restrictions.

      Make sure your staff doesn’t have that permission if you want to restrict access to funds.

    • Restrict access to: you can restrict who can order from this fund by choosing either the ‘owner’, ‘owner and users’ or ‘owner, users and library’.

      Aviso

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

      Nota

      Staff members with the order_manage_all permission will be able to use funds regardless of restrictions.

      Make sure your staff doesn’t have that permission if you want to restrict access to funds.

    • Notes: any descriptive notes about this fund.

      Nota

      Notes will only appear on this screen (when editing the fund).

    • Statistic 1 done on: this is used for statistical purposes. Choose an authorized value category from which to choose values when placing orders using this fund. You will then be able to plan spending and report on spending according to those categories. The default authorized value category Asort1 is created specifically for this purpose, but you can use any authorized value category in this field (CCODE for example to plan spending according to collections).

    • Statistic 2 done on: same as above, for a second statistical category. The default authorized value category Asort2 is created specifically for this purpose, but you can use any authorized value category.

      Nota

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

  • Click ‘Submit’.

You will be brought to a list of all of the funds for the budget.

List of funds in a budget

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 sub fund’ options.

In the table of funds for a budget, the Actions button is open, options are Edit, Delete, and Add sub fund

Adding a sub fund

A sub fund is a more granular division of the fund. An example would be to have a fund for ‘Fiction’ and under that have a fund for ‘New releases’ and a fund for ‘Science Fiction.’ It is an optional way to further organize your finances.

Nota

If a budget is locked, it will not be possible to add sub funds.

To add a sub fund to a fund,

  • From the list of all funds, or from the list of funds of a specific budget, click the ‘Actions’ button on the right.

    List of funds in a budget

  • Choose ‘Add sub fund’.

    In the table of all funds, the Actions button is open and the mouse cursor is on the Add sub fund option

  • Fill out the new sub fund form. Fields are the same as for adding a new fund. The only difference is that the form will state the ‘parent’ fund.

  • Click ‘Submit’.

Funds with sub funds will show with a small arrow to the left. Clicking that will show you the sub funds.

List of funds in a budget, there are two funds, AV and PRINT; AV has three subfunds: DVD, AUDIOBOOK, and MUSIC; PRINT has two subfunds: PRINT-ADULT and PRINT-CHILD

Deleting funds

It is possible to delete funds, if necessary.

Aviso

Deleting a fund in which there are orders will delete those orders. Only delete funds if you are certain it needs to be deleted. It is not possible to undo this.

To delete a fund,

  • From the list of all funds, or from the list of funds of a specific budget, click the ‘Actions’ button on the right.

    List of funds in a budget

  • Choose ‘Delete’.

    In the table of funds for a budget, the Actions button is open and the mouse cursor is on the Delete option

  • Click ‘Yes, delete this fund’ in the warning message.

    Warning reading "Delete fund Audiovisual material? If you delete this fund, all orders linked to this fund will be deleted! Fund amount:  400,000.00", options are "Yes, delete this fund" and "No, do not delete"

Budget planning

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

On the page for the list of funds in a budget, the Planning button is open and the options are: Plan by months, Plan by libraries, and Plan by item types

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

Table for planning fund spending by months, rows are funds, columns are the total amount for the fund, followed by a column for each month, and a column with the remaining amount in the fund. Each row has two action buttons: Auto-fill row, and Clear.

On the left are filters that can be used to limit what is shown in the table.

Filtering options in the budget planning page. Options are planning type, show my funds only, show active funds only, and show actual/estimated values.

  • Select planning type: choose to plan by months, libraries, itemtypes, or any authorized value category used as statistic 1 or 2 in the funds.

  • Show my funds only: this will filter out funds of which you are not the owner.

  • Show active funds only: this will filter out funds that have not been used (no ordered amount).

  • Show actual/estimated values: this will alter the table to show the ordered amounts as well.

To hide some of the columns, uncheck the boxes at the top of the table.

From here, you can plan your budget spending by manually entering values or by clicking the ‘Auto-fill row’ button. If you choose to auto-fill the form the system will try to divide the amount accordingly, you may have to make some edits to split things more accurately.

Table for planning fund spending by months, rows are funds, columns are the total amount for the fund, followed by a column for each month, and a column with the remaining amount in the fund. Each month was filled equally from the amount in the fund and the remaining amount is now 0.

Once your changes are made, click the ‘Save’ button.

Nota

If a budget is locked, it will not be possible to edit the values.

To export your data as a CSV file, enter a file name in the ‘Output to a file named’ field, in the ‘Export’ section on the left, and click the ‘Submit’ button.

The Export options for the budget planning, the fields are Output to a file named (set to Export by default), Into an application (set to CSV by default) and an unnamed field for the CSV separator (set to a comma by default).

Contas EDI

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

Nota

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

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

image1212

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

See the EDI questions for vendors section of the acquisitions module chapter for a description of each field.

Cada fornecedor terá uma conta.

EANs

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

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

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

See the EDI questions for vendors section of the acquisitions module chapter for a description of each field.

Parâmetros adicionais

  • Get there: More > Administration > Additional parameters

Identity providers

This section is used to define and manage external identity providers for Koha users. This is used when your users come from an external source, such as student management system, active directory, or other similar databases.

  • Get there: More > Administration > Additional parameters > Identity providers

Adding an identity provider

To add an identity provider, click the ‘New identity provider’ button.

New identity provider form

  • Basic configuration

    • Code: enter a code for this provider.

      Nota

      The code for the identity provider is limited to 20 characters and can only be composed of letters, numbers, and underscore (_).

    • Description: enter a name for this provider. This is what you will see in the interface.

    • Protocol: choose which protocol this identity provider uses.

      • OAuth

      • OIDC

  • Advanced configuration

    • Configuration: Use this field to enter the configuration specific to the protocol chosen above.

      You can click on the ‘Add default OAuth configuration’ button or the ‘Add default OIDC configuration’ button to prefill the field with some default values, which you can change for your own values.

      The default OAuth configuration is:

      {
       "key": "<enter client id>",
       "secret": "<enter client secret>",
       "authorize_url": "<enter authorization endpoint>",
       "token_url": "<enter token endpoint>",
       "userinfo_url": "<enter user info endpoint (optional)>",
       "scope": "email"
      }
      

      The default OIDC configuration is:

      {
       "key": "<enter client id>",
       "secret": "<enter client secret>",
       "well_known_url": "<enter openid configuration endpoint>",
       "scope": "openid email"
      }
      
    • Mapping: Use this field to define the field mappings from the external database to the Koha borrower fields.

      The key is the Koha field from the borrowers table, and the value is the external field.

      Nota

      You can find all fields of the borrowers table in the database schema [https://schema.koha-community.org/].

      You can click on the ‘Add default OAuth mapping’ button or the ‘Add default OIDC mapping’ button to prefill the field with some default values, which you can change for your own values.

      Both the default OAuth mapping and default OIDC mapping are:

      {
       "email": "email",
       "firstname": "given_name",
       "surname": "family_name"
      }
      

      If the external fields are nested, you can use periods to separate the levels.

      For example, if the firstname is nested like so:

      <user>
         <given_name>First name</given_name>
         <family_name>Family name</family_name>
         <email>Email address</email>
      </user>
      

      Use:

      "firstname": "user.0.given_name"
      

      This will fetch the “given_name” field in the first “user” field (0 = first).

      Importante

      If you plan on using the auto register function (see below), make sure either “userid” or “cardnumber” are present in the mappings.

      Importante

      Make sure the field for the matchpoint (see below) is included in the mappings.

    • Matchpoint: choose which field is used to match incoming users to existing users.

      Nota

      The field chosen here must be included in the mappings (see above).

    • Icon URL: if you want an icon to show on the login screen for this provider, enter the URL to the image file here.

  • Domain configuration

    Nota

    Enter at least one domain for this provider. Once it is saved, you will be able to add more domains to this provider.

    • Domain: enter the email domain for incoming users.

      Nota

      Enter an asterisk (*) to include all domains.

    • Default library: if auto register is enabled, choose at which library new users will be registered.

    • Default category: if auto register is enabled, choose which patron category will be assigned to new users.

    • Allow OPAC: choose if patrons of this domain can log into the OPAC with their credentials from this identity provider.

    • Allow staff: chose if staff members of this domain can log into the staff interface with their credentials from this identity provider.

    • Auto register: choose whether or not a new patron account is created in Koha when a user from this domain logs in for the first time with their credentials from this identity provider.

      Nota

      If auto register is enabled, make sure the “userid” or “cardnumber” fields are included in the mappings (see above).

      Also make sure the default library and default category are set correctly for new patrons. These will be assigned to the new patrons.

    • Update on login: choose whether or not the patron account in Koha is updated with the external information when a user from this domain logs in with their credentials from this identity provider.

      Aviso

      Information may be lost if you change it directly in Koha.

Once the form is completed, click ‘Submit’ to save the new identity provider.

You will need to restart Koha once the identity provider is added.

Adding an email domain to an existing identity provider

You will need to add at least one email domain when creating a new identity provider. You can add more by clicking the ‘Manage domains’ button to the right of the identity provider from the main identity providers page, and clicking ‘New email domain’.

New email domain form

  • Domain: enter the email domain for incoming users.

    Nota

    Enter an asterisk (*) to include all domains.

  • Update on login: choose whether or not the patron account in Koha is updated with the external information when a user from this domain logs in with their credentials from this identity provider.

    Aviso

    Information may be lost if you change it directly in Koha.

  • Auto register: choose whether or not a new patron account is created in Koha when a user from this domain logs in for the first time with their credentials from this identity provider.

    Nota

    If auto register is enabled, make sure the “userid” or “cardnumber” fields are included in the mappings of the identity provider.

    Also make sure the default library and default category are set correctly for new patrons. These will be assigned to the new patrons.

  • Default library: if auto register is enabled, choose at which library new users will be registered.

  • Default category: if auto register is enabled, choose which patron category will be assigned to new users.

  • Allow OPAC: choose if patrons of this domain can log into the OPAC with their credentials from this identity provider.

  • Allow staff: chose if staff members of this domain can log into the staff interface with their credentials from this identity provider.

Once the form is completed, click ‘Submit’ to save the new email domain.

Servidores Z39.50/SRU

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

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

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

List of Z39.50 and SRU servers

Adding a Z39.50 target

To find additional Z39.50 targets, you can use IndexData’s IRSpy: http://irspy.indexdata.com [http://irspy.indexdata.com/] or the Library of Congress’s list of targets http://www.loc.gov/z3950/. You can also contact individual libraries and ask for their Z39.50 information.

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

    New Z39.50 server form

    • Server name: enter a name that will help you identify the source (such as the library name). It will be saved in capital letters.

    • Hostname: enter the address to the Z39.50 target.

    • Port: enter the port number to listen on to get results from this target.

    • Database: enter the name of the database.

    • Userid: some servers might be password protected. If that is the case for the server you are trying to add, enter your user ID for that source.

    • Password: if the server is password protected, enter your password for that source.

    • Preselected: check this box if you want this target to always be selected by default.

    • Rank: enter a number representing where in the list you’d like this target to appear. 0 is the top position, then 1, 2, etc.

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

    • Attributes: enter PQF attributes to be added to all queries.

    • Syntax: choose the MARC flavor used by this target.

    • Encoding: choose the character encoding used by this target.

      Nota

      If you notice special characters don’t appear correctly when you import records through Z39.50, it means the encoding is wrong. Change it to another and try importing again.

    • Timeout: enter a number of seconds after which to stop trying to search the target if results aren’t found in a reasonable amount of time. It is helpful for targets that take a long while.

    • Record type: choose if this is a bibliographic or an authority target.

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

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

        • Del952.xsl: Remove Koha items (field 952) (MARC21)

        • Del995.xsl: Remove Koha items (field 995) (UNIMARC)

        • Del9LinksExcept952.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 952$9 (itemnumber) (MARC21)

        • Del9LinksExcept995.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 995$9 (itemnumber) (UNIMARC)

  • Click ‘Save’.

Suggested bibliographic Z39.50 targets

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

The following targets have been used successfully by other Koha libraries:

  • ACCESS PENNSYLVANIA 205.247.101.11:210 INNOPAC

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

  • GREATER SUDBURY PUBLIC 216.223.90.51:210 INNOPAC

  • HALIFAX PUBLIC catalog.halifaxpubliclibraries.ca:210 horizon

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

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

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

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

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

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

  • NHUPAC 199.192.6.130:211 nh_nhupac

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

  • OHIOLINK olc1.ohiolink.edu:210 INNOPAC

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

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

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

  • TORONTO PUBLIC symphony.torontopubliclibrary.ca:2200 unicorn

  • TRI-UNI 129.97.129.194:7090 voyager

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

Suggested authority Z39.50 targets

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

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

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

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

Adding an SRU target

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

    New SRU server form

    • Server name: enter a name that will help you identify the source (such as the library name).

    • Hostname: enter the address (URL) to the SRU target.

    • Port: enter which port to listen on to get results from this target.

    • Database: enter the name of the database.

    • Userid: some servers might be password protected. If that is the case for the server you are trying to add, enter your user ID for that source.

    • Password: if the server is password protected, enter your password for that source.

    • Preselected: check this box if you want this target to always be selected by default.

    • Rank: enter a number representing where in the list you’d like this target to appear. 0 is the top position, then 1, 2, etc.

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

    • Syntax: choose the MARC flavor used by this target.

    • Encoding: choose the character encoding used by this target.

      Nota

      If you notice special characters don’t appear correctly when you import records through Z39.50, it means the encoding is wrong. Change it to another and try importing again.

    • Timeout: enter a number of seconds after which to stop trying to search the target if results aren’t found in a reasonable amount of time. It is helpful for targets that take a long while.

    • Record type: choose if this is a bibliographic or an authority target.

    • Additional SRU options: enter additional options of the external server here, like sru_version=1.1 or schema=marc21, etc. Note that these options are server dependent.

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

      Pop up window to add SRU search field mapping for bibliographic records, visible fields are title, author, ISBN, ISSN, LC call number, subject, control number, dewey, any, and standard ID. Each field has a text field to be filled.

      Pop up window to add SRU search field mapping for authorities, fields are keyword (any), name (any), author (any), author (personal), author (corporate), author (meeting/conference), control number, subject heading, subject sub-division, title (any), and title (uniform). Each field has a text field to be filled.

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

        Título

        dc.title

        ISBN

        bath.isbn

        Qualquer

        cql.anywhere

        Autor

        dc.author

        ISSN

        bath.issn

        Assunto

        dc.subject

        ID padrão

        bath.standardIdentifier

        Table: SRU mapping

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

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

        • Del952.xsl: Remove Koha items (field 952) (MARC21)

        • Del995.xsl: Remove Koha items (field 995) (UNIMARC)

        • Del9LinksExcept952.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 952$9 (itemnumber) (MARC21)

        • Del9LinksExcept995.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 995$9 (itemnumber) (UNIMARC)

  • Click ‘Save’.

SMTP servers

  • Get there: More > Administration > Additional parameters > SMTP servers

This section is used to configure SMTP servers to send emails through Koha.

Nota

This section is only available to staff members with the manage_smtp_servers (or superlibrarian) permission.

The default STMP configuration is set in the koha-conf.xml file. But this section allows you to add additional servers.

Main page of the SMTP servers configuration section, there are no servers except the default

To add a new server,

  • Click ‘New SMTP server’

    New SMTP server form

    • Name (required): give the server a significant name, this is the name that will be displayed in Koha

    • Host (required): enter the host name or IP address of the server

    • Port (required): enter the port number provided by your administrator

    • Timeout (seconds): enter the number of seconds after which an unsent email will result in an error

    • SSL: choose the security protocol provided by your administrator

      • Disabled: no security (not recommended)

      • SSL

      • STARTTLS

    • Username: enter the username provided by your administrator

    • Password: enter the password provided by your administrator

    • Debug mode: choose whether to enable the debug mode to send additional output to the logs

    • Default server: choose whether this server is the default one to be used by all libraries

  • Clique ‘Enviar’

Once the server is added, you can select it in the library’s details.

Você quis dizer

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

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

Importante

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

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

image235

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

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

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

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

image236

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

image237

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

image238

Configurações da tabela

Esta área de administração irá ajudá-lo a ocultar ou exibir colunas em tabelas fixas em toda a interface da equipe e OPAC.

  • Chegue lá: Administração > Parâmetros adicionais > Configurações da tabela

Screenshot of the Table settings page, where we can see all the modules of Koha that have customizable tables

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

This area lets you control the columns that show in the table in question. If nothing is hidden you will see no check marks in the ‘is hidden by default’ column.

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

Se as colunas estiverem ocultas serão verificados e ocultadas quando você exibir a tabela.

The currencies table settings, the symbol and ISO code columns are marked as hidden

E escondido quando você visualiza a tabela.

The currencies administration table, the symbol and ISO code columns are hidden

A coluna ‘Não pode ser alternada’ é usada para evitar que usuários individuais mostrem ou ocultem esta coluna ao visualizar a tabela.

Usuários individuais podem alternar colunas usando o botão ‘Colunas’ na parte superior da tabela.

The button 'Columns' above the currencies administration table is clicked open and all the column names appear

Por exemplo, na tabela Moedas, as colunas ‘Moeda’ e ‘Taxa’ não podem ser alternadas. Quando o usuário clica no botão ‘Colunas’, ele não consegue escolher se essas duas colunas ficam ocultas ou visíveis.

Observe que usar o botão ‘Colunas’ para mostrar ou ocultar colunas apenas as alternará para o usuário e sessão atuais. Depois que o usuário fizer logout, as colunas voltarão às configurações padrão definidas na página de administração das configurações da tabela. Isso não afetará nenhum outro usuário.

Módulo

Tabelas

Aquisições

Administração

Autoridades

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

Catálogo

  • Acquisition details (acquisitiondetails-table)

  • Item bundles (bundle_tables)

  • Checkout history (checkoutshistory-table)

  • Holdings/items (holdings_table)

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

Catalogação

Circulação

Reservas de curso

  • Courses (courses page, course_reserves_table)

  • Reserves (reserves page, course_reserves_table)

E-resource management

Empréstimos entre bibliotecas

Usuários

Ponto de venda

Ferramentas

OPAC

Relatórios

Periódicos

Nota

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

Nota

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

Alarmes de Áudio

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

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

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

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

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

body:contains('Check in message')

Then when you visit the 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

Operadores de serviços móveis

Importante

This option will only appear if the

SMSSendDriver preference is set to ‘Email’.

Nota

Many mobile providers have deprecated support for the SMS::Send::Email feature. It is not recommended for use unless you have a dedicated SMS to Email gateway.

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

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Some examples in the US are:

Mobile carrier

SMS gateway domain

Alltel

sms.alltelwireless.com

AT&T

txt.att.net

Boost Mobile

sms.myboostmobile.com

Project Fi

msg.fi.google.com

Republic Wireless

text.republicwireless.com

Sprint

messaging.sprintpcs.com

T-Mobile

tmomail.net

U.S. Cellular

email.uscc.net

Verizon Wireless

vtext.com

Virgin Mobile

vmobl.com

Table: SMS provider examples

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

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

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Share your usage statistics

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

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

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

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  • Share my Koha usage statistics:

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

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

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

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

  • Library name: enter your library’s name

  • Library type: choose your library’s type

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

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

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

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

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

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

Share content with Mana KB

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

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

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

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

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

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

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

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

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

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

Additional fields

This section is used to add custom fields to order baskets, invoice, serial subscriptions, and accountlines.

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

Click on “Create field”

Fill out the form

Add field form

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

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

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

Nota

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

Aviso

If you choose the MARC field, make sure you enter it in this format: field$subfield

For example: 590$a

  • Searchable: check this box if you want to be able to search baskets or subscriptions based on this field

Examples of additional fields

Example 1: Additional subscription field using authorized values

You might want to track which department you’re ordering this serial for

  • In the ‘Name’ field, enter ‘Department’

  • In the ‘Authorized value category’ field, choose DEPARTMENT

  • Check the ‘Searchable’ box

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

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

Add a new subscription form (2 of 2), with additional fields at the bottom

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

Subscription details page, Information tab, with buttons at the top (New subscription for this serial, Edit, Renew, Receive, Close) and menu on the left (Serial collection, Create routing list, Claims, Check expiration, Manage frequencies, Manage numbering patterns, Manage subscription fields, Serials statistics wizard)

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

Serials advanced search form

Example 2: Additional subscription field using MARC field

This is particularly useful if you want to view bibliographic information in the subscription detail page. In this example, we will add the 521$a field, which is, in MARC21, the target audience note.

  • In the ‘Name’ field, enter ‘Target audience’

  • In the ‘MARC field’ field, enter ‘521$a’

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

Nota

You will not be able to edit this field from the subscription form. If you need to add or change the value in this field, you must go through the cataloging module.

When you view the subscription, the field and the information from the bibliographic record will appear under ‘Additional fields’.

Subscription details page, Information tab, with buttons at the top (New subscription for this serial, Edit, Renew, Receive, Close) and menu on the left (Serial collection, Create routing list, Claims, Check expiration, Manage frequencies, Manage numbering patterns, Manage subscription fields, Serials statistics wizard)

Example 3: Free text invoice additional field

If you need to enter additional information in invoices, such as the number of the check used to pay for the invoice, you can choose not to use an authorized value at all.

  • In the ‘Name’ field, enter ‘Check #’

  • Check the ‘Searchable’ box

Add field form, filled with Check # as the Name, and Searchable is checked

The new fields will be displayed when viewing the invoice in the acquisitions module.

Detailed invoice page, with additional fields and AcqEnableFiles enabled

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

Invoice search form, additional fields that are searchable are available in this search