الإعارة

وظائف الإعارة تمكنك من الوصول إلى عدة طرق مختلفة.في الصفحة الرئيسية للموظفين هناك عدة روابط في مركز صفحة المواد المعارة,أو لنقلهم. في القائمة الكاملة لوظائف الاعارة بامكانك زيارة صفحة الاعارة التي تربطك في اعلى اليمين من كل صفحة اومركز الصفحة الرئيسية

Before circulating your collection you will want to set your Global system preferences, Basic parameters and Patrons and circulation rules.

أثناء وجودك في الإعارة يمكنك التنقل بين التبويبات في مربع البحث السريع أعلى الشاشة باستخدام المفاتيح التالية:

• الانتقال إلى البحث في الفهرس مع ALT + Q

• الانتقال إلى الخروج مع ALT + U

  • هذا لن يعمل مع مستخدمي ماك

• الانتقال إلى الاعارة مع ALT + R

  Note

  مستخدمي ماك يستخدمون زر الخيار في مكان ALT

Check out (issuing)

لبدء عملية الإعارة يجب عليك إدخال رمز الباركود للمستفيد أو جزء من اسمها. خيار المادرة المُعارة يظهر في ثلاثة أماكن رئيسية هي:

• Check out option in the search bar at the top of the staff interface's main page

  

• Check out option in the search bar at the top of the main circulation page

  

Those two options are essentially a patron search. If you only have one result, Koha will automatically go to the patron's file, in the 'Check out' tab.

If your search gives you more than one result, it will ask you to choose which patron to check out to.

ملاحظة

You can customize the columns of this table in the 'Table settings' section of the Administration module, under the patrons tab (table id: memberresultst).

Clicking on a patron search result will bring you to the patron's file, on the 'Details' tab. Click the 'Check out' tab to access the check out screen.

If you have enabled batch checkouts, click the batch check out tab on the patron record

Checking items out

لإعارة مادة إلى مستفيد، قم أولا بالبحث عن المستفيد باستخدام إحدى الخيارات المتعددة المذكورة أعلاه. عندها ستظهر لك شاشة الإعارة.

If 'Always show checkouts immediately' is checked, you will see the list of current checkouts below the check out box.

ملاحظة

The previousIssuesDefaultSortOrder system preference controls in which order these previous checkouts appear (earliest to latest, or latest to earliest).

ملاحظة

You can customize the columns of this table in the 'Table settings' section of the Administration module, under the circulation tab (table id: issues-table).

At the top of the check out screen is a field to type or scan the item's barcode into.

ملاحظة

Many modern barcode scanners will send a 'return' to the browser, making it so that the 'Check out' button is automatically clicked.

• If the barcode is not found you will be prompted to use fast cataloging to add the item. Learn more about fast cataloging later in this manual.

• If the itemBarcodeFallbackSearch system preference is set to 'Enable', you can enter a keyword search in this box instead of just a barcode (this will make it possible to check out using title and/or call number).

• If the AutoSwitchPatron system preference is set to 'Enable', scanning a patron barcode here will take you to that patron's file.

To see more checkout options click the 'Checkout settings' link to expand the checkout area.

• Specify due date: this option can be used to override the default due date for the item, as defined in the circulation and fines rules.

  ملاحظة

  This option will only appear if the SpecifyDueDate system preference is set to allow staff to override the due date.

  • The red 'X' is used to clear the date. If the 'specify due date' field is empty, the default due date, as defined in the circulation and fines rules is used.

  • Remember for this session: check this box to use the same date for all checkouts. This will not only keep the specified due date for this patron but for all patrons, until you log out of the staff interface.

• Automatic renewal: this option will allow this item to automatically be renewed

  • To use automatic renewals,

    • the automatic_renewals cron job must be running

    • the circulation and fines rules regarding automatic renewals must be defined

  • Just like regular renewals, the checkouts will not be automatically renewed if there is a hold on the item.

• Don't decrease checkout length based on holds: this option overrides the decreaseLoanHighHolds system preference.

  ملاحظة

  This option will only appear if the decreaseLoanHighHolds system preference is enabled.

• On-site checkout: this option indicates that this checkout is an on-site checkout.

  ملاحظة

  This option will only appear if the checkout of items on site to patrons is allowed. These are usually items that are not for loan that you would like to check out for in-library use.

At the bottom of the page there is a summary of the patron's current checked out items along with the due date (and time if the item is an hourly loan). Items checked out today will appear at the top, previously checked out items will be underneath.

ملاحظة

The todaysIssuesDefaultSortOrder system preference controls in which order these new checkouts appear (earliest to latest, or latest to earliest).

ملاحظة

Items that are hourly loan items will include the time with the due date.

If an item is checked out for on-site use, that information will be highlighted in red in the checkout summary.

The 'Export' button at the top of the table allows you to export the patron's current checkouts in either Microsoft Excel or CSV format, or even copy or print their checkouts.

اذا كان هناك ملاحظات على تسجيلة المستفيد ستظهر على يسار مربع الاعارة

If the patron has a hold waiting at the library, that too will appear to the right of the check out box making it easy for the circulation staff to see that there is another item to give to the patron.

The details of the checkouts will appear on the record detail page in the staff interface as well.

Printing receipts

عند إعارتك كل المواد لمستفيد بإمكانك ان تطبع لهذه المواد وصل إستلام باختيارك إحدى طريقتين.

If you have the CircAutoPrintQuickSlip preference set to 'open a print quick slip window' you can simply hit enter on your keyboard or scan a blank piece of paper with your barcode scanner. The idea being that you're "checking out" a blank barcode which triggers Koha to print the 'Quick slip.'

يمكنك أيضا النقر على زر طباعة أعلى الشاشة واختيار "طباعة الكعب" أو "طباعة الكعب السريع"

If you choose 'Print slip' it will print all of the items the patron has checked out, including those they checked out at an earlier date. Choosing 'Print quick slip' will print only the items that were checked out today.

'Print summary' will generate a full page summary for the patron's circulation information and 'Print overdues' will print out a slip that lists all items that are overdue.

'Print checkin slip' will print out a slip that lists items that were checked in today.

What prints on the slips can be customized by altering the slip templates under the Notices & slips tool.

Clear patron information

When you're done checking an item out if you have the DisplayClearScreenButton preference set to 'Show' you can clear the current patron by clicking the X in the top right of the patron's info to remove the current patron from the screen and start over.

If you have the CircAutoPrintQuickSlip preference set to 'clear the screen' then you simply need to hit enter or scan a blank barcode and the screen will be cleared of the current patron.

Batch checkouts

If you would like to perform a batch check out you can do so by turning on the BatchCheckouts system preference and assigning the proper patron categories via the BatchCheckoutsValidCategories system preference. This will allow you to use an RFID pad that reads multiple barcodes or perform a batch check out for training internal use.

From this screen you can scan several barcodes or load a file of barcodes.

If you have the SpecifyDueDate system preference enabled you will have the option to set a due date for the checkouts.

If the items cannot be checked out, a warning will be provided on the following screen, with the option to uncheck the items that are not to be checked out.

If you are using a statistical patron type then you'll see that local use was recorded for each item you scanned.

Check out messages

اذا استعرت مادة لديها وثائق متعددة و قد قمت بفهرسة تلك المعلومات في الحقل الفرعي 3 من تسجيلة المادة (في مارك21) ستظهر رسالة عند إعارة تلك المادة تخبرك كم عدد الوثائق التي يجب أن تكون هناك.

هناك أوقات عندها سيمنع كوها أمين المكتبة من القدرة على إعارة المواد إلى المستفيد. عندما يحدث مثل هذا التحذير سوف يظهر إشعار بأن أمين المكتبة هو السبب في عدم قدرة المستفيد على إستعارة المواد.

• المستفيد يدين للمكتبة بالكثير من الغرامات

  

  • You can set the amount at which patron checkouts are blocked with the noissuescharge system preference

• Patron has a restriction on their account

  

  • This can be set by the librarian editing a patron record and adding a restriction or by the Overdue/Notice Status Triggers

  • إذا كان للموظف الصلاحية المناسبة فسيتمكن من تخطي القيود مؤقتاً

    

• المستفيدون بحاجة لتأكيد عناوينهم

  

  • يمكن ضبط هذا من قبل أمين المكتبة بتحرير تسجيلة المستفيد وإضافة ` إشارة <#patronflags>`__

• المستفيدون أضاعوا بطاقات المكتبة خاصتهم

  

  • يمكن ضبط هذا من قبل أمين المكتبة بتحرير تسجيلة المستفيد وإضافة ` إشارة <#patronflags>`__

Check out warnings

في بعض الأحيان الإعارات ستشغل رسائل التنبيه والتي ستظهر في المربع الأصفر الموجود في أعلى حقل الإعارات. هذا التنبيه يتوجب معرفته قبل الاستمرار في إعارة المواد.

• المستفيد لديه غرامات غير مسددة

  

• المادة محجوزة لشخص آخر

  

• ينبغي أن تكون المادة على رف الحجز بانتظار شخص آخر

  

• المادة تمت إعارتها للتو لهذا المستخدم

  

• تمت اعارة المادة لمستفيد آخر

  

  • This warning will allow you to place a hold on the item for the patron you're trying to check it out to.

• المادة ليست للإعارة

  

• Patron has too many things checked out and AllowTooManyOverride is set to 'Allow'

  

• Patron has too many things checked out and AllowTooManyOverride is set to "Don't allow"

  

• مادة لا يمكن تجديدها

  

  • This can be overridden with the AllowRenewalLimitOverride system preference

• لم يتم العثور على الباركود

  

  • Learn more about fast cataloging later in this manual.

• المواد التي أُعيرت تم تعيينها كـ 'ضائعة'

  • Depending on the value in your IssueLostItem preference, you may just see a warning

    

    or a confirmation box

    

• من غير المستحسن إعارة المواد إلى مستفيد بهذا العمر

  

• Item being checked out meets the decreaseLoanHighHolds system preference criteria

  

• Item has accompanying material (field 952$3, 'Materials specified', is filled)

  

  • If CircConfirmItemParts is set to 'Require', the staff member will have to confirm the checkout

    

التجديد

Checked out items can be renewed (checked out for another period of time) based on your circulation rules and renewal preferences.

If you allow it, patrons can renew their own items via the OPAC, but sometimes you'll need to help them by renewing their items via the staff client.

هذه المادة معارة إلى مستفيد آخر %s ردها ثم إعارتها؟ %s

The first is to visit their details page or checkout page and review their checkout summary at the bottom.

In the Renew column you will see how many times each item has been renewed and a checkbox to renew the item for the patron. Check the box of the items you would like to renew and click the 'Renew or return checked items' button, or to renew all items checked out to the patron simply click the 'Renew all' button.

Sometimes renewals will be blocked based on your circulation rules, to override this block you must have your AllowRenewalLimitOverride preference set to 'Allow'. If you allow renewal limit overrides, you will see a checkbox at the bottom left of the circulation summary. Check that box and then choose the items you would like to renew.

التأكد من أن المربع سوف يضيف مربع الأختيار لتجديد العمود أعلاه بحيث قبل لم تكن المادة متجددة.

You can also mark a renewal as 'unseen', to differentiate between renewals where staff has actually seen the item, versus renewals where they didn't see it (over the phone, for example). To do this, you must first enable the UnseenRenewals system preference. Once enabled, a checkbox will appear at the bottom left of the circulation summary. Check that box to mark the renewals as 'unseen'. Then click either 'Renew or check in selected items' or 'Renew all'.

التحقق في الصفحة تحت قائمة الإعارة

مسح أو طباعة الرقم التسلسلي للمادة التي ترغب بنقلها

عندما يتم رفع الملف ، سيُعرض لك رسالة تأكيد.

عند قيامك بتحديد "إغلاق" سيظهر لك نموذج.

بمجرد إعارة المادة ستظهر أدنى معلومات المستفيد

Check in (returning)

يمكن القيام بإعادة المواد من أماكن مختلفة

• مربع الإرجاع في الجزء العلوي لعميل الموظف الرئيسي

  

• خيار الإرجاع على شريط البحث السريع على صفحة الإعارة

  

• التحقق في الرابط من ملخص إعارة المستفيد (ومن صفحة إعارة المستفيد)

  

• التحقق في الصفحة تحت قائمة الإعارة

  

• Koha also offers an automatic checkin feature, which can be set in item types.

Checking items in

لإرجاع المادة في مسح الباركود لهذه المادة في مربع المقدمة. والملخص لجميع المواد المحددة الذي سيظهر أسفل مربع الإرجاع

Note

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

إذا كنت تقوم برد المواد التي تم وضعها في صندوق إيداع الكتب أثناء إغلاق المكتبة يمكنك تحديد مربع "وضع إيداع الكتب" قبل مسح المواد ضوئيا. سيقوم ذلك بإعادة التاريخ إلى آخر تاريخ لفتح المكتبة.

• This requires that you have your closings added to the calendar tool

يمكنك أيضا اختيار السماح عن كل رسوم المتأخرات للمواد التي تقوم بردها عن طريق تحديد مربع "السماح عن رسوم المتأخرات" قبل مسح المواد ضوئيا.

If you have the SpecifyReturnDate preference set to 'Allow' you will be able to arbitrarily set the return date from below the check in box.

Check in messages

هناك رسائل عدة التي يمكن أن تظهر عند إرجاع المواد.

• اذا كنت تتحقق من وجود مادة في مكتبة أخرى من فرع المكتبة الرئيسية, ستظهر رسالة تسألك أن تنقل الكتاب إلى المكتبة الرئيسية

  

  • بعد رد هذه المادة حالة المادة ستتغير في الفهرس إلى 'قيد النقل'

    

  • لتحديد المادة بالرجوع إلى الفرع الرئيسي، وتحقق من المادة التي في الفرع الرئيسي

    

    • الرسالة التي ستظهر لك لتعلمك أن المادة غير معارة ولكنها ستبقى بحالة الإتاحة على الفهرس . تعتبر هذه الخطوة مهمة لأنها تشير لك إلى المواد التي تم تلقيها من قبل فرع المكتبة الداخلي .

• اذا كنت تقوم برد مادة ينبغي أن يكون لديها أجزاء متعددة أو وثائق ستظهر رسالة تحذرك حول عدد الوثائق التي يجب أن تكون معك

  

  • If CircConfirmItemParts is set to 'Require', the staff member will have to confirm the checkin

    

• اذا كنت تُعيد مادة عليها حجز، ستتم مطالبتك لتأكيد الحجز

  

  • النقر على زر تأكيد الحجز سوف يحدد المادة في انتظار السحب من المكتبة

    

  • Clicking the 'Print slip and confirm' button will mark the item as waiting for pickup at the library and present the library with a receipt to print and place on the book with the patron's information

  • تجاهل الحجز سوف يترك المادة في الحجز، ولكن يترك حالتها متاحة ( لن يلغي الحجز)

• اذا كنت تُعيد مادة عليها حجز في فرع آخر ستتم مطالبتك لتأكيد و نقل المادة

  

  • Clicking the 'Confirm hold and transfer' button will mark the item as in transit to the library where the hold was placed

    

  • Clicking the 'Print slip, transfer and confirm' button will mark the item as in transit to the library where the hold was placed and present the library with a receipt to print and place on the book with the patron's information

  • تجاهل الحجز سوف يترك المادة في الحجز، ولكن يترك حالتها متاحة ( لن يلغي الحجز)

• If you have the system showing you fines at the time of checkin (FineNotifyAtCheckin) you will see a message telling you about the fine and providing you a link to the payment page for that patron

  

Circulation messages

رسائل الإعارة هي عبارة عن رسائل قصيرة أن أمناء المكتبات يمكن أن تترك لمستفيديهم أو زملائهم التي ستظهر في وقت الإعارة.

Setting up messages

Circulation messages are set up as authorized values. To add or edit circulation messages you want to work with the BOR_NOTES value.

The 'Description' field can hold a canned message that you would like to appear on the patron's record.

Important

يقتصر "الوصف" الحقول إلى تحديد 80 حرفا، ولكن حقل رسالة المستفيد يمكن أن تحجز أكثر من ذلك. أدخل 80 حرفا في حقل "الوصف" ومن ثم اكتب الباقي على سجل المستفيد .

Adding a message

When on the patron's check out tab you will see a link to 'Add a new message' to the right of the check out box and a button at the top to 'Add message'.

When you click either of these options you will be asked to choose if the message is for the librarians or the patron and the message you would like to leave.

Note

وهانك رسالة للمستفيد سوف تظهر لموظفي المكتبة.

Viewing messages

المقصود برسائل التداول للموظفين و / أو المستفيد تظهر على الشاشة المستفيد إلى يمين مربع الإعارة. وتكون الرسائل العريضة وباللون الأحمر لموظفي المكتبة فقط، في حين من المفترض الرسائل في الخط المائل العادية للمستفيد وأمين المكتبة.

المقصود برسائل التداول ستظهر للمستفيد عند تسجيل الدخول في الأوباك.

حجوزات

Koha allows patrons to put things on hold. A 'Hold' is a way to reserve an item. Depending on your circulation and fines rules and hold preference settings patrons will be able to place items on hold for pickup at the library at a later date/time.

Placing holds in staff client

There are several ways to place holds from the staff client. The most obvious is using the 'Place hold' button at the top of any bibliographic record.

You can also click the smaller 'Place hold' link found at the top of your catalog search results, or the 'Holds' link found below each result.

سيطلب منك البحث عن مستفيد بواسطة الباركود أو أي جزء من الاسم للبدء بعملية الحجز.

إذا ما رغبتَ أن تبحث عن مستفيد أولاً ومن ثمَّ التسجيلة الببليوغرافية المعلمة للحجز ، فبإمكانك أن تفتح تسجيلة المستفيد وأن تنقر على زر 'البحث عن الحجز' في أعلى تسجيلة المستفيد.

بعد الضغط على الزر ستحوّل إلى صفحة البحث في الفهرس حيث يمكنك أن تجد الكتاب(الكتب) التي تريد أن تثبت الحجز عليها. تحت كل عنوان للنتائج سوف ترى خيار .'حجز لاسم المستفيد.'

اذا أردت أن تحجز العديد من المواد، ببساطة قم بتحديد المربعات الموجودة على يمينها وانقر السهم إلى اليسار على زر 'حجز' .

إعتماداً على عدد المواد التي اخترت أن يتم حجزها في نفس الوقت سترى نماذج مختلفة للحجوزات. إذا كنت تقوم بالحجز على تسجيلة ببليوغرافية واحدة ، سترى قائمة من كل المواد التي تستطيع ان تنفذ الحجز عليها.

• إدخال أي الملاحظات التي قد تنطبق على هذا الحجز

• اختر المكتبة التي سيقصدها المستفيد لأخذ المواد

• If you have the AllowHoldItemTypeSelection preference set to 'Allow' and the record had more than one item type attached you will see an option to choose to limit the hold to a specific item type

  

• إذا ما رغب المستفيد أن يبدأ الحجز بتاريخ غير اليوم ، ادخل ذلك في حقل 'الحجز يبدأ في تاريخ'

  • This option will only appear if the AllowHoldDateInFuture system preference is set to 'Allow'

• إذا ما كان المستفيد قد حدد أنه لا يريد المواد بعد تاريخ محدد ، أو إذا ما كنت أنت قد حددت طولاً للحجز ، فبإمكانك أن تدخل تاريخ انتهاء للحجز في 'الحجز ينتهي في التاريخ'

  • To have expired holds cancelled automatically you will need to have the Expired holds cron job set to run on a regular basis.

• اختر التالي إذا كنت ترغب في وضع حجز للمادة التالية المتوفرة أو مادة معينة من خلال النقر على زر الاختيار بجوار المادة الوحيدة

• If you are placing a hold for internal purposes, such as checking for missing pages or needing to add a sticker, you can place a 'non-priority' hold. This type of hold will not prevent the patron who currently has the item to renew their checkout.

اذا كنت تحجز مواد متعددة ستُقدَّم مع الخيار التالي المتاح لكل العناوين. اذا لم يكن هناك مواد متاحة للحجز ستقول ذلك على شاشة التأكيد.

Once your hold is placed, if you'd like to have Koha forget that you used the 'Search to hold' function, you can choose to have Koha 'forget' the patron's name by clicking the arrow to the right of the 'Place hold' button on the search results and choosing the 'Forget' option.

Managing holds

Holds can be altered and cancelled from the holds tab found on the left of the bibliographic record.

من قائمة الحجز تستطيع تغير طلب الحجوزات ،مكان الإلتقاط و/ أو إلغاء الحجز.

Note

If you have your AutoResumeSuspendedHolds preference set to "Don't allow" then you will not have the option to put an end date on the hold suspension.

Note

If you have your AllowHoldDateInFuture preference set to "Don't allow" you will not have the option to edit the date the hold was placed (the column labelled Date).

Note

If you have the HoldsSplitQueue system preference set you will see the holds list split across different tables by either pickup library, itemtype or both.

Note

Depending on how you have your HidePatronName system preference set the list may show card numbers instead of names in the patron column like in the image above.

لإعادة ترتيب أو حذف الحجوزات، يمكنك ببساطة الإختيار من القائمة المنسدلة 'الأولوية' أو النقر على الأسهم على يسار القائمة المنسدلة للأولوية.

اذا كنت تستخدم أولوية الانسدال لترتيب أو حذف الحجوزات ستحتاج أن تنقر على زر 'تحديث الحجوزات' لحفظ تغيراتك.

النقر على السهم السفلي على يسار الحجز سيلصق الحجز في أسفل القائمة حتى لو أن مزيداً من الطلبات طُلِبَت.

على سبيل المثال، مكتبتك لديها مستفيدين من خارج المكتبة الذي سُمح لهم الاحتفاظ بالكتب لعدة أشهر في كل مرة. أليس من العدل إلى المستفيدين الآخرين إذا كان المستفيدين من خارج المكتبة قادرين على الإعارة من كتاب العلامة التجارية الجديدة والاحتفاظ بها لمدة شهور. لهذا السبب، المستفيد من خارج المكتبة طلب الحجز سوف تبقى في الجزء السفلي من الذيل حتى الجميع الذين يريدون قراءة هذا الكتاب يكون قد قام بذلك بالفعل.

If a patron asks to have their hold suspended and you have the SuspendHoldsIntranet system preference set to 'allow' you can do so by clicking the 'Suspend' button to far right. If the patron gives you a date for the items to become unsuspended you can enter that in the date box and click the 'Update hold(s)' button to save your changes.

لحذف أو إلغاء الحجز، اختر 'حذف' من القائمة أو انقر على الإشارة الحمراء 'X' على يمين سطر الحجز. حذف / إلغاء فروع الحجز تستطيع أن تختيار 'حذف ' من القائمة المنسدلة إلى يسار كل سطر ومن ثم انقر فوق "تحديث الحجز(الحجوزات)" في الجزء السفلي من القائمة.

If your library uses the patron clubs feature, use the clubs tab to place a hold for a club. To place a hold for a club, click the clubs tab, search for and select the club name, and click the 'Place hold' button.

Receiving holds

When items that are on hold are checked in or out the system will remind the circulation staff that the item is on hold and offer them options for managing the hold.

حين تقوم برد مادة عليها حجز، سوف يطلب منك النظام إما تأكيد ونقل المادة أو تأكيد الحجز فحسب

أو تأكيد الحجز فحسب

If the item needs to be transferred, clicking 'Confirm and transfer' or 'Print slip, transfer, and confirm' will mark the item as in transit to the proper library.

If the item is already at the pickup library, clicking the 'Confirm' or the 'Print slip and confirm' button will mark the item as ready for pickup by the patron.

Clicking 'Ignore' will retain the hold, but allow the item to be checked out to another patron or change the status of the item (if it was returned damaged, for example).

The 'Print slip and confirm' or 'Print slip, transfer, and confirm' options will open a printable page that you can attach to the item with the necessary hold or transfer information.

ملاحظة

The slip that is printed is the HOLD_SLIP notice. It can be modified with the Notices & slips tool.

When the hold is confirmed, if the patron is notified, the 'hold filled' notice will be sent to them.

ملاحظة

The notice that is sent is the HOLD notice. It can be modified with the

Notices & slips tool.

ملاحظة

If the HoldsAutoFill system preference is enabled, the circulation staff will not have to confirm the hold, but they will have the option to print the hold or transfer slip.

If the HoldsAutoFillPrintSlip system preference is enabled, the print window to print the hold or transfer slip will open automatically.

Once confirmed, the hold will show as 'waiting' on the patron record and on the checkout screen under the 'Holds' tab.

تسجيلة المادة تبين أيضا أن هذه المادة محجوزة

In some cases, a patron may come in to pick up a hold on behalf of someone else. In this case, make sure that the hold is cancelled when you check the item out to someone else. Alternatively, a check out might be attempted in error for an item that is already waiting for someone else. In this case you will be presented with a warning message.

• Cancel hold: in combination with 'Yes, check out', this option will cancel the current hold and check the item out to the new patron.

• Revert waiting status: in combination with 'Yes, check out', this option will revert the waiting status of the hold (the patron who placed the hold will be back in first position in the queue) and check the item out to the new patron.

• Yes, check out: this option will check the item out to the current patron.

• Don't check out and print slip: this option will open the print window to print the hold slip, the check out will be cancelled and the hold will remain.

• No, don't check out: this option will cancel the check out, the hold will remain.

If you try to check in an item that is already waiting to be picked up, a pop up indicating that a hold was found and the item is already waiting will appear.

• Confirm hold: this option will keep the existing hold.

• Print slip and confirm: this option will open the print window to print the hold slip and keep the existing hold.

• Cancel hold: this option will remove the hold.

  • If you cancel the hold and further holds exist for the item you will be presented with a new option to confirm the hold for the next patron.

Recalls

The recalls feature allows users to recall items that are currently checked out. Once the recall is confirmed, the borrower who currently has the item checked out will be notified that their due date has been adjusted and they need to return their item. Once recalled items are returned, the recall requester will be notified that their item is awaiting pickup at their specified pickup location.

See the requesting recalls section to learn how to place a recall in the OPAC.

Setting up recalls in Koha

To use this feature:

• Enable the UseRecalls system preference

• Set the RecallsMaxPickUpDelay system preference

• Optionally, enable the RecallsLog system preference

• Modify the following sections in the relevant circulation rules

  • Recalls allowed (count)

  • Recalls per record (count)

  • On shelf recalls allowed

  • Recall due date interval (day)

  • Recall overdue fine amount

  • Recall pickup period

• Make sure all the staff member who will be managing recalls have the superlibrarian or manage_recalls permission

• Schedule the recalls cronjobs

• Review the recalls notices and slips to make sure they have all the information needed

Managing recalls

The recalls feature is relatively automated. Staff do not have a lot of manipulations to do to manage recalls.

Recall statuses

The possible statuses for recalls are the following:

• Requested

  • A new recall request has been made and the item must be returned by the patron who currently has it

  • Requested recalls appear in

    • the recalls queue

    • the recalls to pull list, if an available item can fulfill the recall

    • the 'Recalls' tab of the bibliographic record

    • the 'Recalls' tab of the patron's file (and its equivalent in the OPAC)

    • the 'Recalls history' tab of a patron's file (and its equivalent in the OPAC)

• Waiting

  • A recalled item is awaiting pickup at the requester's chosen branch

  • Waiting recalls appear in

    • the recalls awaiting pickup list

    • the recalls queue

    • the 'Recalls' tab of the patron's file (and its equivalent in the OPAC)

    • the 'Recalls history' tab of a patron's file (and its equivalent in the OPAC)

• In transit

  • An item has been assigned to a recall and is in transit to the requester's chosen pickup branch

  • In transit recalls appear in

    • the recalls queue

    • the 'Recalls' tab of the patron's file (and its equivalent in the OPAC)

    • the 'Recalls history' tab of a patron's file (and its equivalent in the OPAC)

• Overdue

  • A recalled item is overdue to be returned by the patron who currently has it

  • Overdue recalls appear in

    • the overdue recalls list

    • the recalls queue

    • the 'Recalls' tab of the patron's file (and its equivalent in the OPAC)

    • the 'Recalls history' tab of a patron's file (and its equivalent in the OPAC)

• Fulfilled

  • A recalled item has been checked out to the recall requester, and the recall is complete

  • Fulfilled recalls appear in

    • the old recalls list

    • the 'Recalls history' tab of a patron's file (and its equivalent in the OPAC)

• Expired

  • The recall was not completed before a defined expiration date or the recall requester failed to pick up their waiting recall within the pickup period defined in RecallsMaxPickUpDelay

  • Expired recalls appear in

    • the old recalls list

    • the 'Recalls history' tab of a patron's file (and its equivalent in the OPAC)

• Cancelled

  • The recall request was cancelled.

  • Cancelled recalls appear in

    • the old recalls list

    • the 'Recalls history' tab of a patron's file (and its equivalent in the OPAC)

Receiving recalled items

Upon checkin in an item that has been recalled, a pop up will appear asking the staff member to confirm or ignore the recall.

• Confirm recall: this option will put the recall in 'Waiting' status and, if the patron has an email address in their file, will notify them that their recalled item is now ready for pickup.

  ملاحظة

  The notice sent is PICKUP_RECALLED_ITEM. You can modify it's content in the notices and slips tool

• Print slip and confirm: this option will print a slip you can attach to the item (similar to a hold slip) in addition to everything the 'confirm recall' does (change the status and send the notice).

  ملاحظة

  The slip is RECALL_REQUESTER_DET. You can modify it's content in the notices and slips tool

• Ignore: this option will check in the item, but the recall will not be set as awaiting pickup and the patron will not be notified.

If the patron asked to pick up their recalled item at a different library, a transfer will be triggered.

• Confirm recall and transfer: this option will put the recall 'In transit'.

• Print slip, transfer, and confirm: this option will print a slip you can attach to the item (similar to a hold slip) in addition to setting the recall as 'In transit'.

• Ignore: this option will check in the item, but the recall will not be set as 'In transit'

ملاحظة

The patron will not be notified that their recall is ready for them with any of the above options.

Cancelling recalls

ملاحظة

Only requested or overdue recalls can be cancelled.

It is not possible to cancel a recall that is currently awaiting pickup

Staff can cancel recalls from various screen in the staff interface.

• Cancel from the recalls queue either individually by clicking the 'Actions' button and selecting the 'Cancel' option.

  

  Or by selecting several recalls and clicking the 'Cancel selected recalls' button at the bottom of the screen.

  If the recalled item is currently in transit, the cancel option will also trigger a transfer back to the item's home library.

  

• Cancel from the recalls to pull by clicking the 'Cancel recall' button on the right

  

  If the recalled item is currently in transit, the cancel option will also trigger a transfer back to the item's home library.

  

• Cancel from the overdue recalls list either individually by clicking the 'Actions' button and selecting the 'Cancel' option.

  

  Or by selecting several recalls and clicking the 'Cancel selected recalls' button at the bottom of the screen.

• Cancel from the 'Recalls' tab of a bibliographic record by clicking the 'Actions' button and selecting the 'Cancel' option.

  

  Or by selecting several recalls and clicking the 'Cancel selected recalls' button at the bottom of the screen.

• Cancel from the 'Recalls' tab of a patron's details page by clicking the 'Actions' button and selecting the 'Cancel' option.

  

• Cancel from the 'Recalls history' tab of a patron's file by clicking the 'Actions' button and selecting the 'Cancel' option.

  

Changing waiting recalls' status

If a recall is currently awaiting pickup and for some reason the staff needs to change this status (for example, the requesting patron called and they won't be picking up the recall), it is possible to revert the waiting status.

• Revert the status from the recalls queue by clicking the 'Actions' button and selecting the 'Revert waiting' option.

  

• Revert the status from the Recalls awaiting pickup list by clicking the 'Revert waiting status' button on the right.

  

Marking recalls as overdue

If a recall is not checked in by the new due date, it should be marked as overdue by the overdue_recalls cronjob. However, it is possible to mark recalls as overdue manually.

From the recalls queue, click the 'Actions' button and selecting the 'Mark as overdue' option.

Overdue recalls appear in the Overdue recalls list.

Expiring recalls

If a recall as been awaiting pickup for longer than the allowed period defined in RecallsMaxPickUpDelay, it should be expired automatically by the expire_recalls cronjob. However, it is possible to expire recalls manually.

From the recalls awaiting pickup list, click the 'Expire recall' button on the right.

Recalls reports

Once recalls are set up, new sections will appear in the circulation module.

• Get there: Circulation > Recalls

Recalls queue

The recalls queue shows all the current active recalls with their statuses.

From the recalls queue, staff can cancel active recalls either individually by clicking the 'Actions' button and selecting the 'Cancel' option.

Or by selecting several recalls and clicking the 'Cancel selected recalls' button at the bottom of the screen.

For recalls that are in transit, it is possible to cancel them and this will trigger a transfer back to their home library.

For recalls that are currently awaiting pickup, it is possible to revert the waiting status by clicking the 'Actions' button and selecting the 'Revert waiting' option.

For recalls that are overdue, it is possible to mark them as such from the recalls queue by clicking the 'Actions' button and selecting the 'Mark as overdue' option.

Recalls to pull

The recalls to pull list shows all the records that have been recalled but that have available items that could fulfill the request.

Staff can pick up these items from the shelves and check them in to fulfill the requests.

From the recalls to pull list, staff can cancel recalls if needed, by clicking the 'Cancel recall' button on the right.

If the item is currently in transit, cancelling the recall will also trigger a transfer back the the item's home library.

Overdue recalls

This list shows the items that have been recalled but have not been returned by the new due date.

Recalls can be marked as overdue automatically through the overdue_recalls cronjob or manually.

From this list, staff can cancel active recalls either individually by clicking the 'Actions' button and selecting the 'Cancel' option.

Or by selecting several recalls and clicking the 'Cancel selected recalls' button at the bottom of the screen.

Recalls awaiting pickup

The recalls awaiting pickup list shows all the recalls that are currently waiting for the patron to come and get them.

This list is divided in two tabs:

• Recalls waiting: shows all the recalls currently awaiting pickup.

• Recalls waiting over x days: shows the recalls that have been waiting for more than the number of days specified in the RecallsMaxPickUpDelay system preference.

From this list, staff can revert waiting recalls by clicking on the 'Revert waiting status' button on the right.

Staff can also manually expire recalls by clicking on the 'Expire recall' button on the far right.

Old recalls

The old recalls list shows all the inactive recalls (completed, cancelled and expired).

إنتقالات

اذا كنت تستخدم نظام مكتبة متعدد يمكنك نقل المواد من مكتبة لأخرى عن طريق استخدام أداة النقل. لتقل مادة

• Get there: Circulation > Transfer

مواد منقولة

• اضغط 'نقل' على صفحة التداول

  

  • إدخال المكتبة التي ترغب في نقل هذه المادة إلى

  • مسح أو طباعة الرقم التسلسلي للمادة التي ترغب بنقلها

• اضغط 'إرسال'

  

• سوف يتبين أن المادة وصلت للتو إلى المكتبة

  

• حين تصل المادة إلى المكتبة الأخرى، يجب على المكتبي رد المادة لمعرفة أنها لم تعد في النقل.

• لن يتم نقل هذه المادة بشكل دائم إلى المكتبة الجديدة

  

  • The item shows the same 'Home library' but has updated the 'Current location' to note where it resides at this time

Set library

By default you will enter the staff client as if you are at your home library. This library will appear in the top right of the staff client.

هذه هي المكتبة التي سيقام بها جميع معاملات الإعارة. إذا كنت في مكتبة أخرى (أو بالمكتبة عن طريق الموبايل ) سوف تحتاج إلى تعيين المكتبة الخاصة بك قبل البدء في إعارة المواد. للقيام بذلك يمكنك النقر على 'مجموعة' في أعلى يسار أو على صفحة الإعارة.

عند حفظك لتغييراتك ، مكتبتك الجديدة سوف تظهر في أعلى اليسار.

Fast add cataloging

Sometimes circulation librarians need to quickly add a record to the system for an item they are about to check out. This is called 'Fast add'. To allow circulation librarians access to the Fast add cataloging tool, simply make sure they have the fast_cataloging permissions. There are two ways to add titles via fast add. If you know that you're about to check out an item that isn't in you catalog you can go to the Circulation module and click 'Fast cataloging.'

واجهة الفهرسة سوف تفتح مع تسجيلة الفهرسة القصيرة:

بعد اضافة بيانات الفهرسة خاصتك سيطلب منك ادخال فقرة البيانات. أدخل عناصر الباركود, رمز المجموعات, إلخ و احفظ المادة قبل التحقق متها.

في الاتجاه الآخر إلى فهرسة سريعة من شاشة الإعارة. عند إدخال الباركود في الإعارة فإن كوها لا يمكنه العثور عليه، فإنه سيطالبك لاستخدام سريع الفهرسة لإضافة مادة إلى كوها وإعارتها.

بالنقر على 'فهرسة سريعة' سيجلب لك قالب الفهرسة السريعة حيث ستتمكن من إدخال معلومات العنوان

بعد الضغط على 'حفظ' سوف تُأخذ إلى سجل المادة حيث الباركود سيكون معبئ مسبقاً بالباركود الذي تحاول اعارته .

بعد الضغط على زر 'اضافة مادة' تلقائيا ستعار المادة للمستفيد الذي كنت تحاول اعارته الكتاب أصلا.

Circulation reports

Most reports can be found via the Reports module, but some of the more common circulation reports are available right from the Circulation module.

• Get there: Circulation > Circulation reports

Holds queue

This report will show you all holds waiting to be pulled off the shelf at your library.

Note

• You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: holds-table).

To generate this report, you must have the Build holds queue cron job running. This cron job is a script that should be run periodically if your library system allows borrowers to place on-shelf holds. This script decides which library should be responsible for fulfilling a given hold request.

It's behavior is controlled by the system preferences StaticHoldsQueueWeight, RandomizeHoldsQueueWeight and UseTransportCostMatrix.

If you do not want all of your libraries to participate in the on-shelf holds fulfillment process, you should list the libraries that *do* participate in the process here by inputting all the participating library's branchcodes, separated by commas ( e.g. "MPL,CPL,SPL,BML" etc. ).

By default, the holds queue will be generated such that the system will first attempt to hold fulfillment using items already at the pickup library if possible. If there are no items available at the pickup library to fill a hold, build_holds_queue.pl will then use the list of libraries defined in StaticHoldsQueueWeight. If RandomizeHoldsQueueWeight is disabled (which it is by default), the script will assign fulfillment requests in the order the branches are placed in the StaticHoldsQueueWeight system preference.

For example, if your system has three libraries, of varying sizes ( small, medium and large) and you want the burden of holds fulfillment to be on larger libraries before smaller libraries, you would want StaticHoldsQueueWeight to look something like "LRG,MED,SML".

إذا ما أردتَ أن تقوم بنشر عبء الحجوزات بالتساوي في نظام مكتبتك. ببساطة مكِّن التفضيل RandomizeHoldsQueueWeight . فعندما يكون هذا التفضيل ممكَّناً، فإن الترتيب الذي سيطلب من المكتبات إنجازحجز لمواد على الرف سيكون عشوائياً في كل مرة يتم إعادة توليد القائمة.

An alternative to static and randomized is using the Tansport cost matrix. It takes precedence in controlling where holds are filled from and allows you to define the 'cost' of transport between any two libraries. To use the Transport cost matrix simply set your UseTransportCostMatrix preference to 'Use'.

حجوزات للسحب

This report will show you all of the items that have holds on them that are available at the library for pulling. If the items are available at multiple libraries then all libraries with that item available will see the hold to pull until one library triggers the hold.

If enabled, clicking the Mark item as lost button will mark item as lost and notify the requesting patron depending on the value of the CanMarkHoldsToPullAsLost system preference.

Note

• You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: holds-to-pull).

You can choose which LOST value to set the item to with the UpdateItemWhenLostFromHoldList system preference.

يمكنك تحديد النتائج المعروضة عن طريق استخدام مربع التنقية الموجود في يسار الصفحة:

حجز ينتظر الالتقاط

يظهر هذا التقرير كل من الحجوزات التي ينتظرها المستفيدين لإحضارهم.

Note

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

Items that have been on the hold shelf longer than you normally allow (based on the ReservesMaxPickUpDelay preference value) will appear on the 'Holds over' tab, they will not automatically be cancelled unless you have set the cron job to do that for you, but you can cancel all holds using the button at the top of the list.

Note

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

معدلات الحجز:

Hold ratios help with collection development. Using this report you will be able to see how many of your patrons have holds on items and whether you should buy more. By default it will be set to the library needing 3 items per hold that has been placed. The report will tell you how many additional items need to be purchased to meet this quota.

Note

• You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: holds-ratios).

الإنتقالات للإستلام

This report will list all of the items that Koha thinks are in transit to your library.

اذا التحويلات الخاصة بك تأخرت في الوصول إلى المكتبة سترى رسالة تذْكُر كم تأخرت موادك.

Important

An item is considered late based on the number of days you have entered in the TransfersMaxDaysWarning system preference.

Article requests

Article requests are somewhat similar to holds, but are not requests for an item to check out. Instead, article requests are requests for a photocopy of a particular section of a book or an article from a serial issue. This is very common in academic libraries where researchers may request a copy of a single article found in a journal.

Setting up article requests

First, enable your system preference for ArticleRequests.

Set to 'Enable' patrons to place article requests.

Next you will need to decide how your patrons will make requests, either record only, item only, or both record and item level.

You can set 3 different system preferences for mandatory fields to be filled in depending on how your records are requested.

• ArticleRequestsMandatoryFields: make the following fields mandatory for records that are record level or item level requestable

• ArticleRequestsMandatoryFieldsItemsOnly make the following fields mandatory for records that are only item level requestable

• ArticleRequestsMandatoryFieldsRecordOnly make the following fields mandatory for records that are only record level requestable

The ArticleRequestsOpacHostRedirection system preference is used if you create analytical records. If enabled, it will redirect the patron from the child record to the host record in the OPAC.

The ArticleRequestsSupportedFormats system preference determines the various formats patrons can request their articles in (either photocopy or scan).

Next you will want to go into your circulation and fines rules matrix and select each rule for which you want to allow requests.

You can allow requests to be made at the record level, item level, yes (which means both) and no (which means no article requests may be placed).

You can also limit the number of open article requests a patron can have at one time by patron category in the Default open article requests limit section of the circulation rules page.

You can set up a fee for each article request in the Default article request fees section of the circulation rules page.

Placing article requests

Now you can place requests on both the staff client and OPAC.

In the staff client, on the record details page, you will see a 'Request article' button at the top and an 'Article requests' tab to the left. The two options lead to the same page.

Just like a hold, you will be prompted to enter the patron's card number or name.

If there is a fee, a message will appear to inform the staff member.

Fill in the form.

ملاحظة

The mandatory fields are set through the three system preferences ArticleRequestsMandatoryFields, ArticleRequestsMandatoryFieldsItemsOnly, and ArticleRequestsMandatoryFieldsRecordOnly.

• Title: enter the title of the requested article or chapter

• Author: enter the author of the requested article or chapter

• Volume: enter the volume in which this article or chapter is found

• Issue: enter the issue in which this article is found

• Date: enter the date of the issue in which this article is found

• Table of contents: check to indicate the patron wants a copy of the table of contents

• Pages: enter the pages to photocopy or scan

• Chapters: enter the chapters to photocopy or scan

• Patron notes: enter any relevant notes

• Format: choose the format in which the patron wishes to receive this article or chapter

  ملاحظة

  The possible formats are defined in the ArticleRequestsSupportedFormats system preference.

• Pickup library: choose the library at which the patron wishes to pick up their photocopy

If allowed, choose the specific item to request.

Then, click on 'Place request'.

From the OPAC, patrons can place requests themselves either from the results list

or by going to the detailed record.

As with a hold, if the patron is not logged in, they will be asked to do so.

The form is the same as the one in the staff interface.

If there is a fee, a message will appear to inform the patron.

If allowed, the patron can choose the specific item to request.

From their account, the patron will be able to follow the progress of their request from 'new'

to 'pending', if necessary,

to 'processing'.

The patron will also receive an email notification when the status of the request changes.

Once the request is completed the patron will receive an email notification and the article request will no longer appear in their account.

Email notifications can be customized in notices and slips.

Managing article requests

Once the article request has been placed, staff will see new requests at the bottom of the home page on the staff client. (In the same location as tags, comments and modifications).

From there staff will be able to select requests to process.

New requests are in the 'New' tab.

The first step would be for a staff member to process the request, that moves the request to the processing tab and alerts other staff members that the request is in process. In the actions column, click on the dropdown menu and select 'Process request'. This will move the request to the processing tab.

If for any reason, a request cannot be processed right away (for example, if the title is currently checked out), the status can be changed to 'Pending'. This will send a notice to the patron indicating the request has been received and seen, but has yet to be processed.

Next staff will go to the shelf and make a copy of the requested article.

Once that is complete, staff can print the article request slip (this can be customized in notices and slips under AR_SLIP) and staple or paper clip it to the article. In the actions column, you can select the dropdown and select print slip.

Finally, staff will select the complete article request from the actions dropdown menu which will send a notice to the patron who made the request letting them know the request is ready for pickup.

This removes the article request from the processing tab.

ملاحظة

Actions can also be made in bulk by checking the boxes next to the requests to process or by clicking 'Select all', and choosing the new status from the actions menu on top of the table.

متأخرات

This report will list all items that are overdue at your library.

تحذير

لأجل المكتبات التي تحوي على قاعدة مستفيدين ضخمة، هذا التقرير قد يأخذ قدر كبير من الوقت للتشغيل.

Large libraries can choose to filter the report before it runs by setting the FilterBeforeOverdueReport system preference to 'Require'.

ملاحظة

You can customize the columns of this table in the 'Table settings' section of the Administration module (table id: circ-overdues).

يمكن تصفية التقرير باستخدام خيارات القائمة الموجودة على يمين التقرير.

ملاحظة

The 'Show any items currently checked out' checkbox basically switches this from a report of overdues to a report of checkouts. It will show all titles checked out regardless of due date.

The report result can be downloaded via the 'Download file of displayed overdues' link or the 'Export' button at the top of the table.

التأخيرات مع غرامات

هذا التقرير سيعرض أي تأخيرات في مكتبتك والتي أستُحقت عليها غرامات.

If you would like to limit the report you can use the pull down menu at the top to limit to a specific shelving location at your branch. To see overdues with fines at other branches you will have to change your branch or log in at that branch.

Important

If you do not charge fines and/or don't have the fines cron job running you will see no data on this report.

إعارات معلقة في الموقع

If you are using the on site checkouts functionality (OnSiteCheckouts) then you'll have a report to view all items that are currently checked out on site.

سوف يقوم ذلك بإدراج تاريخ الاستحقاق (المتأخرات باللون الأحمر)، من لديه المادة، معلومات المادة والمكتبة الموجودة بها المادة

Tracking in-house use

Many libraries track the use of items within the library.

Note

This is different from tracking on-site usage. In-house use is the use of items in the library by patrons without them having to check them out. On-site use is the use of items on site that must first be checked out. To learn more about on site usage please review the OnSiteCheckouts preference.

Tracking the use of items in the library without checking them out can be done in Koha one of two ways. The first is to create one or more Statistical Patrons. When collecting items that have been used within the library, you will want to check them out to your statistical patron:

بدلا من وضع علامات هذه المادة باسم "مُعارة" النظام سوف يسجل أنه تم استخدام المادة في المنزل:

كرر هذه الخطوات لجميع المواد التي تم استخدامها داخل المكتبة للحفاظ على إحصائيات دقيقة لإستخدام المادة.

The other way to record local use of items is to set your RecordLocalUseOnReturn preference to 'Record.' Then whenever you check an item in that is not checked out and not on hold a local use will be recorded.

Note

If you have RecordLocalUseOnReturn set to 'Record' you can still use your statistical patrons to record local use as well.

Self checkout

Koha comes with a very basic self checkout module. To enable this module you need to set the WebBasedSelfCheck system preference to 'Enable.' To use this module you have to log in as a staff member with self_check permissions.

Note

Create a staff patron specifically for this action so that you don't leave a real staff client logged into a computer all day

There is no link to the Self checkout module, but a simple addition to the OPACUserJS system preference can add one.

$(document).ready(function(){
    $("#login .btn").parent().after("<p><a href=\"http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sco/sco-main.pl\" target=\"_blank\">Self-Checkout</a></p>");
});

**Important**

The code above has line breaks added to make it more readable,
please be sure to enter the above as one line in when putting it in
the system preference.

الرابط سوف يظهر في الجزء السفلي من صفحة تسجيل الدخول:

You can also access this module by going to: http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sco/sco-main.pl

When on the self checkout page, depending on the value in your SelfCheckoutByLogin system preference you will be asked to enter your cardnumber

or your username and password

إن كنت في إحدى المرات قمت بتسجيل الدخول إلى وحدة الإعارة الذاتية سوف يطلب منك مسح المادة بجهاز الباركود التي سوف تُعار

كما كنت تفحص المواد سوف تظهر في أسفل مربع الباركود

When you are finished scanning items it is important to click the 'Finish' button. This will prompt you to print a receipt and log you out of the self check module.

عند محاولة من مادة المُعارة خارجا هناك بعض الحالات التي سوف تظهر رسائل تنبية وسيتم توجيه المستفيد لأمين المكتبة. وهذا يحدث حتى لو كنت مسموح لتتجاوز على وظائف التداول. فقط يمكن لأمين المكتبة تجاوز حجز التداول والمستفيد يجب أن يذهب إلى أمين المكتبة للحصول على مساعدة في هذه الحالات.

Self check-in

In order to use the self check-in module, you must first set the :ref: SelfCheckInModule <selfscheckinmodule-label> system preference to 'Enable'.

Then, you will have to create a patron with the self_checkin_module permission.

Note

Create a staff patron specifically for this action so that you don't leave a real staff client logged into a computer all day. You can give this patron only the aforementioned permission so it cannot be used for anything else.

Once this is done, you can head over to the self check-in page: http://YOUR_KOHA_OPAC_URL/cgi-bin/koha/sci/sci-main.pl

Log in with your staff patron with self check-in permissions

Once the computer or kiosk is set and the self check-in user logged in, patrons will be able to check-in their items themselves.

The patron will either scan the item's barcode, if the computer is attached to a barcode scanner, or type in their item's barcode in the box and click 'Add' or press enter.

Note

Most barcode scanners will automatically hit return after scanning.

Once they have scanned or entered all their items' barcodes, they can click on the 'Check-in' button to return all the items at once.

Important

If the patron doesn't click the 'Check-in' button, the items will not be returned and will stay in their account.

Important

The self check-in module will not warn user if the item is late, if they have fines, if the item is on hold for someone else, or if they have messages in their account.

They can then click 'Finish' to return to the main self check-in page.

Note

If the patron doesn't click 'Finish', the screen will refresh after the timeout period specified in the SelfCheckInTimeout system preference.

Note

Even if the patron doesn't click 'Finish' the item will still be checked in from their account.

You can customize the look of your self check-in screens by using the SelfCheckInUserCSS system preference or the SelfCheckInUserJS system preference.

You can add content, like instructions on how to use the self check-in system for example, by using the SelfCheckInMainUserBlock system preference.

Statistics about the transactions made through the self check-in module are logged into the action_logs table in the Koha database. You can therefore build a custom report to get the statistics you need.

Offline circulation utilities

Koha allows for you to continue circulation actions while offline by using any one of three utilities.

Offline circulation in Koha

If the AllowOfflineCirculation preference is set to 'Enable' the library staff can continue to perform circulation actions within Koha when the system is offline. You will want to visit http://your-koha-staff-client-url/cgi-bin/koha/circ/offline.pl at least once while online and bookmark that page. That is the page you will go to when you are offline.

Important

The offline interface uses HTML LocalStorage, which depending on the browser and user setting, is limited to 2.5MB or 5MB per domain. This means that larger systems will not be able to synchronize their data and are recommended to use either the Firefox or Windows application for offline circulation.

التنصيب

قبل أن يصبح النظام دزن اتصال لأول مرة قم بالذهاب إلى الإعارة واختيار "واجهة الإعارة دون اتصال المضمّن"

وقم بمزامنة بياناتك في كل حاسب خاص بالإعارة بالنقر على رابط "مزامنة" على يسار الشاشة

Important

The offline interface uses HTML LocalStorage, which depending on the browser and user setting, is limited to 2.5MB or 5MB per domain. This means that larger systems will not be able to synchronize their data and are recommended to use either the Firefox or Windows application for offline circulation.

سيسمح لك ذلك بتنزيل نسخة محلية من بيانات المستفيدين والإعارة. قم بالنقر على رابط "تنزيل التسجيلة" أعلى الصفحة لمزامنة بياناتك.

بمجرد تنزيل البيانات سترى التواريخ التي تمت مزامنة بياناتك لآخر مرة فيها على يسار كل مجموعة بيانات.

يجب أن يتم ذلك بانتظام للإعداد لأي فقدان غير متوقع للاتصال.

إعارة

حين يكون نظامك دون اتصال قم بزيارة صفحة الإعارة دون اتصال في كوها والنقر على "إعارة" و "رد" لتنفيذ الإجراءات دون اتصال.

تتم الإعارة عن طريق البحث عن المستفيد بواسطة الباركود أو الاسم أعلى شاشة "الإعارة". بعد تحديد مستفيد ستظهر لك معلومات المستفيد المتزامنة، بما في ذلك الغرامات والإعارات.

قم بمسح باركود المادة التي ترغب في إعارتها وقم بإدخال تاريخ استحقاق. إذا لم تقم بإدخال تاريخ استحقاق سيقوم كوها بطلب ذلك منك.

بمجرد إعارة المادة ستظهر أدنى معلومات المستفيد

Koha offline uploading

Once the system is back online visit the 'Synchronize' page on the Offline circulation module and click 'Upload transactions'

بعد تحميل الملفات يمكنك النقر على "عرض إجراءات الإعارة دون اتصال المعلقة" جهة اليسار لمعالجة الإجراءات.

After clicking 'View pending offline circulation actions' you will be brought to a summary of all of the actions you loaded in to Koha in your *.koc file.

• عند تحميل كل السجلات من كل أجهزة الإعارة سيكون بإمكانك أن تعالجها جميعاً أو أن تختار فقط ما تريد أن تمرره إلى كوها.

• Click on the 'Process' button and Koha will record every stored transaction one by one. For each transaction, the status will change to:

  • "نجاح." إذا تمت معالجة هذه العملية بشكل صحيح

  • "لم يتم العثور على المستعير." إذا كان رقم بطاقة المستعير غير صحيح

  • "لم يتم العثور على المادة." اذا كان باركود المادة غير صحيح

  • "لم يتم رد المادة." اذا قمت برد مادة متاحة

عندما تنتهي ستحصل على ملخص عن كل العمليات

Firefox plugin

There is an offline circulation tool that you can add to your Firefox browser as an add-on. To do so, just go to https://addons.mozilla.org/en/firefox/addon/koct/ page and click on the "install now" button. You may have to confirm the installation, just click on "install now" and then restart Firefox to complete the installation.

Once you have installed the plugin and restarted Firefox, you will see the Koha logo in the download bar at the bottom right of Firefox.

انقر على الشعار سوف تفتح الأداة في الإطار الخاص بها.

The plugin consists of three sections:

• The 'Check out' section is where you check out items

• The 'Check in' section is where you check in items

• The ‘Transactions’ section is where you can track the transactions done while in offline mode

  • The transactions will keep information until you empty it.

    

    If you'd like to clear the transactions, click the 'Clear' box before hitting the 'OK' button.

The first thing you want to do then is to set up the plugin. Proceed to the settings page, linked in the top right of the page or under ‘Configuration page’ in the Transactions section.

Answer the 5 questions presented:

• خادم = عنوان URL لواجهة المكتبة

• اسم المستخدم = الدخول الى حساب الموظفين الخاص بك

• كلمة المرور= كلمة مرور حساب الموظفين الخاص بك

• Branch code = the code for the branch where you are located

• Commit Type = If you select ‘Send data to Koha’, your account will need to be approved by an administrator. If you select ‘Apply directly to Koha’, your account will not need to be approved.

  Important

  لحفظ الإعدادات، سيكون لديك لإغلاق إطار الإضافات الملحقة وإعادة فتحه مرة أخرى عن طريق النقر على شعار نظام كوها في شريط الإضافة.

  Note

  يمكنك إنشاء حساب موظفين مخصصة لتداول خارج الخدمة. بحيث، بغض النظر عمن هو في مكتب التداول، فإنها يمكن أن تستخدم نفس معلومات تسجيل الدخول. على طول هذه الأسطر، يمكنك استخدام معلومات تسجيل دخول مجموعة قمت بالفعل للتداول أيضا.

Once you have everything set up you can start checking items in and out.

المواد المُعارة

• Under the 'Checkout' heading

• مسح باركود المستفيد

• مسح باركود المواد

• Click 'Checkout'

المواد المُعادة

• Under the 'Checkin' heading

• مسح باركود المواد

• Click 'Checkin'

Each time, you check out or check in an item, a new transaction is recorded in the local plugin database. This is recorded in the Transactions section bellow.

Note

وسوف يكون حالة "المحلية". طالما كنت بدون إتصال ولبس معالجة المعاملات في نظام كوها.

When your Internet connection comes back up you will want to get these transactions in to Koha. Before processing these transactions you should be aware of a few issues.

Because you are not connected to your Koha database when using this plugin holds will need additional processing. If an item you check in while offline has a hold, the hold is kept on the item. Since, you can't confirm holds found during the processing of every check in, the holds stay on the item and will need to be managed later. If you only checked in a few items you can just keep a record of them all. If you checked in a lot of items you can use the Holds queue once it rebuilds to see what holds made it to the shelf erroneously.

وبالمثل، إذا كانت بطاقة المستعير منتهية، ستقوم أداة التداول خارج الخدمة لا تعرف حول هذا الموضوع، لذلك سوف يتم تسجيل المادة المُعارة بغض النظر إن سدت حساب المستفيد عادةً.

لديك خياران لإضافة هذه البيانات إلى نظام كوها

• Apply to Koha

  • If you checked in/out on more than one computer at the same time, what you want is to process every transaction consistently. Let's say for instance that one patron checked a book out on one computer and then checked the same book in on another computer. To be consistent, you need to record the check out first and then the check in. Not the opposite! To do so, you need to group every transaction in one place, sort them all and then, process everything. So, you need to use the "Apply to Koha" option from every plugin/computer you worked with. This way, the log will go to Koha and be accessible from the Offline Circulation page.

    

  • Get there: Circulation > Pending offline circulation actions

    

  • عند تحميل كل السجلات من كل أجهزة الإعارة سيكون بإمكانك أن تعالجها جميعاً أو أن تختار فقط ما تريد أن تمرره إلى كوها.

  • أُنقر على زر المعالجة وسيقوم كوها بإدخال كل إجراء مخزن واحداً تلو الآخر. وكل إجراء ستتغير حالته إلى:

    • "نجاح." إذا تمت معالجة هذه العملية بشكل صحيح

    • "لم يتم العثور على المستعير." إذا كان رقم بطاقة المستعير غير صحيح

    • "لم يتم العثور على المادة." اذا كان باركود المادة غير صحيح

    • "لم يتم رد المادة." اذا قمت برد مادة متاحة

  • عندما تنتهي ستحصل على ملخص عن كل العمليات

    

• طبّق مباشرةً

  • إذا قمت بفعل كافة الإجراءات التداول على كمبيوتر واحد ثم سبق وتم فرز كل شيء حتى تتمكن من اختيار "تطبيق مباشرة"

  • حالة العمود سوف يتم تحديثها لتمكنك من معرفة ما إذا المعاملات تم تطبيقها

    • "نجاح." إذا تمت معالجة هذه العملية بشكل صحيح

    • "لم يتم العثور على المستعير." إذا كان رقم بطاقة المستعير غير صحيح

    • "لم يتم العثور على المادة." اذا كان باركود المادة غير صحيح

    • "لم يتم رد المادة." اذا قمت برد مادة متاحة

Offline circulation tool for Windows

The Offline circulation utility can be downloaded at: https://github.com/bywatersolutions/koha-offline-circulation/releases

To generate a borrowers.db file for loading in to the Windows tool you will need to run the file generator via a cron job.

Upload offline circulation file

The offline circulation tool for Windows will generate a KOC file that you can upload into Koha once your system comes back up.

في قائمة الإعارة قم بالنقر على تحميل ملف الإعارة دون اتصال (.koc)'

Browse your computer for the *.koc file

بمجرد رفع الملف، قم بالنقر لمعالجة الملف

عند الإكتمال ستتمكن من رفع ملف آخر أو الاتجاه إلى إجراءات الإعارة دون اتصال المعلقة

After clicking 'View pending offline circulation actions' you will be brought to a summary of all of the actions you loaded in to Koha in your *.koc file.

• عند تحميل كل السجلات من كل أجهزة الإعارة سيكون بإمكانك أن تعالجها جميعاً أو أن تختار فقط ما تريد أن تمرره إلى كوها.

• أُنقر على زر المعالجة وسيقوم كوها بإدخال كل إجراء مخزن واحداً تلو الآخر. وكل إجراء ستتغير حالته إلى:

  • "نجاح." إذا تمت معالجة هذه العملية بشكل صحيح

  • "لم يتم العثور على المستعير." إذا كان رقم بطاقة المستعير غير صحيح

  • "لم يتم العثور على المادة." اذا كان باركود المادة غير صحيح

  • "لم يتم رد المادة." اذا قمت برد مادة متاحة

عندما تنتهي ستحصل على ملخص عن كل العمليات