Herramientas

Las herramientas en Koha realizan algún tipo de acción. A menudo muchos de los ítems en Herramientas de Koha se conocen como “Reportes” en otros sistemas de administración bibliográfica.

• Get there: More > Tools

Patrons and circulation

Lista de usuarios

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

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

Para crear una nueva lista de usuarios haga clic en el botón “Nueva lista de usuarios”

Enter a list name.

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

Save the list.

Each list has an “Actions” menu with more list options.

Para agregar usuarios a la lista haga clic en el enlace “Agregar usuarios” en el menú “Acciones”.

Ingrese el nombre del usuario o número de carné en el cuadro de búsqueda y haga clic en el resultado correcto para agregar el usuario.

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

Una vez que haya realizado las modificaciones (a través de cualquier método) puede hacer clic en «Guardar» en la parte superior izquierda del editor.

Nota

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

Clubes de usuarios

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

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

Importante

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

Creating a new club template

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

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

The description can be any additional information.

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

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

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

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

“Name” is the label of the field

“Description” is additional information about this field.

You can connect authorized values here.

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

“Name” is the label of the field

“Description” is additional information about this field.

You can connect authorized values here.

Creating a new club based on a template

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

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

The description can be any additional information.

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

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

Enrolling a patron in a club from the staff client

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

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

Click on the “Enroll” button and fill in the fields.

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

Enrolling a patron in a club from the OPAC

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

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

Viewing enrollments

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

Placing a hold for a patron club

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

To place a hold for a patron club:

1. Go to the patron clubs tool (“Home > Tools > Patron clubs”).

2. Click the “Actions” button for the club and select “Search to hold”.

3. Search for a title and select a record.

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

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

6. Click the “Place hold” button.

Result: Holds are placed for all club members.

Comentarios

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

Todos los comentarios agregados por los usuarios vía OPAC a registros bibliográficos requieren moderación por los bibliotecarios. Si hay comentarios en espera de moderación aparecerán listados en el interfaz administrativo debajo de la etiqueta Herramientas:

and next to the Comments tool on the Tools page

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

Si no hay comentarios a moderar verá un mensaje indicándole ello

También puede revisar y reprobar comentarios que haya aprobado en el pasado seleccionando la pestaña “Comentarios aprobados”

Patron import

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

La herramienta de importación de usuarios puede ser utilizada en cualquier momento para agregar usuarios en masa. Se utiliza comúnmente en universidades y escuelas cuando se registra un nuevo grupo de estudiantes.

Creating a patron import file

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

Importante

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

Importante

El valor del “password” debe almacenarse en texto plano, y se convertirá en un hash md5 (que es una versión cifrada de la contraseña).

Si sus contraseñas ya están cifradas, hable con su administrador del sistema acerca de sus opciones

Importante

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

Importante

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

Nota

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

• El código de tipo de atributo y “:” deben preceder al valor.

  • Por ejemplo: «INSTID:12345,BASEBALL:Cubs»

  • Este campo debe ser entrecomillado si se definen varios valores.

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

    • «INSTID:12345,BASEBALL:Cubs,»»BASEBALL:White Sox»»

Nota

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

Importing patrons

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

• Elija dónde desea guardar el archivo

  

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

  

• A continuación, puede elegir los valores por defecto que se aplicarán a todos los usuarios a importar

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

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

  • Un registro repetido se encuentra usando el campo que Usted seleccionó como criterio de chequeo para evitar duplicaciones

  

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

  

Notices & slips

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

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

Nota

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

Cada aviso puede ser editado, pero solo unos pocos pueden ser eliminados, esto para prevenir errores tal como intentar enviar un mensaje sin su plantilla. Cada aviso y recibo puede ser editado para cada biblioteca, de forma predeterminada verá los avisos de todas las bibliotecas.

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

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

Adding notices and slips

Para agregar un nuevo aviso o recibo

• Click “New notice”

  

• Seleccione que biblioteca usará este aviso o recibo

  • Importante

    Not all notices can be branch specific for more information review the Customising notices and slips wiki page.

• Elija el módulo al cual esta noticia está relacionada

• El código se limita a 20 caracteres

• Utilice el campo nombre para explicar con más detalle el código

  • Nota

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

• A continuación puede personalizar el aviso para cada método posible de entrega

  • Cada aviso debe tener establecido una plantilla de correo electrónico

    

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

    

  • Si usted planea en la impresión de este aviso puede configurar la plantilla de impresión a continuación

    

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

    

• Cada aviso ofrece las mismas opciones

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

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

  • En el cuerpo del mensaje escriba cualquier mensaje que considere apropiado, utilice los campos a la izquierda para incorporar datos individualizados desde la base de datos.

    • Nota

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

    • Importante

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

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

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

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

    • Importante

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

    • Nota

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

    • Nota

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

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

    

Preview notice templates

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

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

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

Overdue notice markup

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

Importante

Estas nuevas etiquetas solo funcionan en avisos de retrasos, hasta le momento no funciona en ningún otro aviso relacionado.

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

Un ejemplo del uso de estas etiquetas en una plantilla de aviso podría ser como:

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

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

Lo cual, asumiendo dos ítems retrasados, resultará en un aviso como:

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

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

Existing notices and slips

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

• ACCEPTED

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

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

• ACCOUNT_PAYMENT

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

• ACCOUNT_WRITEOFF

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

• ACCTDETAILS

  • Sent to patrons when their account is set up if the AutoEmailOpacUser preference is set to “Send”

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

• ACQCLAIM (Acquisition claim)

  • Used for claiming orders in the aquisitions module

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

  • Get there: More > Acquisitions > Late orders

  • This notice is sent if several criteria are met:

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

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

• ACQORDER (Acquisition order)

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

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

  • This notice is sent if several criteria are met:

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

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

• ACQ_NOTIF_ON_RECEIV

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

• AR_CANCELED

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

• AR_COMPLETED

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

• AR_PENDING

  • This notice is sent to the patron when an article request is changed to “pending” status

• AR_PROCESSING

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

• AR_REQUESTED

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

• AUTO_RENEWALS

  • This notice is sent to the patron if automatic renewals are enabled and the patron has chosen to receive it in their messaging preferences.

  • In order to send this notice, you must set the AutoRenewalNotices system preference to «according to patron messaging preferences».

  • This notice is set so that, depending on the result of the renewal, whether is was successful or not, the message will be different.

• AUTO_RENEWALS_DGST

  • This notice is sent to the patron if automatic renewals are enabled and the patron has chosen to receive the digest in their messaging preferences.

  • In order to send this notice, you must set the AutoRenewalNotices system preference to «according to patron messaging preferences».

  • This notice is set so that, depending on the result of the renewal, whether is was successful or not, the message will be different.

• AVAILABLE

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

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

• CHECKIN

  • Este aviso se envía como el aviso de “Devolución de préstamo” para todos los ítems que son devueltos

  • Este aviso se utiliza si se cumplen dos criterios:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. El socio ha pedido recibir este aviso

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > Avisos

• CHECKINSLIP

  • This slip lists all items that were checked in today for this patron

  • To print this slip, click Print > Print checkin slip from the patron file

  • You can also print this slip from the Check in page

• CHECKOUT

  • Este aviso se envía como el aviso de “Préstamo” para todos los ítems que son prestados

  • Este aviso se utiliza si se cumplen dos criterios:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. El socio ha pedido recibir este aviso

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > Avisos

• DISCHARGE

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

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

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

• DUE

  • Este aviso se envía como el “Ítem adeudado” para un ítem que se debe

  • Este aviso se utiliza si se cumplen dos criterios:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. El socio ha pedido recibir este aviso

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > Avisos

• DUEDGST

  • Este aviso se envía como el “Ítem adeudado” para todos los ítems que se deben

  • Este aviso se utiliza si se cumplen dos criterios:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. El usuario ha solicitado recibir este aviso como un digesto

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > Avisos

• HOLD (Hold available for pickup)

  • Este aviso se utiliza si se cumplen dos criterios:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. El socio ha pedido recibir este aviso

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > Avisos

  • Cuando este aviso referencia la tabla de sedes (branches) se está refiriendo a la información de la sede de retiro.

• HOLDPLACED (un aviso a la biblioteca que se ha puesto una reserva)

  • This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to “Enable”

  • Cuando este aviso referencia la tabla de sedes (branches) se está refiriendo a la información de la sede de retiro.

• MEMBERSHIP_EXPIRY

  • This notice can be sent to patrons to warn them that their cards are expiring soon.

  • Requires that you have the MembershipExpiryDaysNotice set and the related cron job set.

• NOTIFY_MANAGER

  • This notice is sent to a staff member when they are assigned as manager of a suggestion in the acquisitions module.

• ODUE (Overdue notice)

  • This notice is used to send overdue notices to patrons

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

  • Requires that you set Overdue notice/status triggers

• ORDERED

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

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

• PASSWORD_RESET

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

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

• PICKUP_RECALLED_ITEM

  • This notice is sent to the patron who has requested a recall when the item is ready for them to pick up.

• PREDUE

  • Este aviso se envía como un “Aviso previo” de un ítem que se adeuda

  • Este aviso se utiliza si se cumplen dos criterios:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. El socio ha pedido recibir este aviso

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > Avisos

• PREDUEDGST

  • Este aviso se envía como un “Aviso previo” para todos los ítems que se adeudan

  • Este aviso se utiliza si se cumplen dos criterios:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. El usuario ha solicitado recibir este aviso como un digesto

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > Avisos

• REJECTED

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

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

• RENEWAL

  • Este aviso se envía como el aviso de “Préstamo” para todos los ítems que son renovados

  • Este aviso se utiliza si se cumplen tres criterios:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. The RenewalSendNotice preference is set to “Send”

    3. El usuario ha solicitado recibir el aviso de préstamo

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > Avisos

• RETURN_RECALLED_ITEM

  • This notice is sent to the patron who currently has an item in their possession that has been recalled. It serves to notify them of the new due date for the checked out item.

• SERIAL_ALERT (New serial issue)

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

    • Get there: More > Serials > New subscription

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

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

  • Nota

    Note que si desea notificar los nuevos ejemplares a los usuarios, puede hacer clic en “definir un aviso” el cual lo llevará a la herramienta “Avisos”

• SHARE_ACCEPT

  • Se utiliza para notificar a un usuario cuando otro usuario ha aceptado su lista compartida.

  • Requires that you set OpacAllowSharingPrivateLists to “Allow”

• SHARE_INVITE

  • Se utiliza para notificar al usuario que otro usuario le gustaría compartir una lista con ellos.

  • Requires that you set OpacAllowSharingPrivateLists to “Allow”

• TO_PROCESS

  • Used to notify a staff member if a purchase suggestion has been moved to the fund they manage

  • Requires the notice_unprocessed_suggestions cron job

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

• AR_SLIP

  • Used to print a slip for an article request

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

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

• ISSUEQSLIP

  • Utilizado para imprimir el recibo rápido en circulación

  • El recibo rápido solo listará los ítems que se han prestado hoy

• ISSUESLIP

  • Utilizado para imprimir el recibo completo en circulación

  • El recibo mostrará los ítems prestados hoy y aquellos que todavía no han sido devueltos

• HOLD_SLIP

  • Utilizado para imprimir un recibo de reservas

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

• OVERDUE_SLIP

  • Used to print an overdues slip

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

• RECALL_REQUESTER_DET

  • Used to print the details of the patron who has requested a recall on an item.

• TRANSFERSLIP

  • Utilizado para imprimir un recibo de transferencia

  • El comprobante de transferencia se imprime cuando se confirma una transferencia de una sede a otra en su sistema

Overdue notice/status triggers

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

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

Importante

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

Importante

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

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

• Demora es el número de días desde que se espera un ejemplar antes que se dispare una acción.

  • Importante

    Si desea que Koha dispare una acción (enviar una carta o suspender a un miembro), es necesario un valor de demora.

• Para enviar avisos adicionales, haga clic en las pestañas de “Segundo” y “Tercer” aviso

• Si desea evitar que un usuario tome prestado ítems debido a sus demoras, marque la casilla “Suspender”, esto hará que aparezca un aviso en el registro del usuario. Cuando el usuario quiera hacer un trámite la bibliotecaria verá que al usuario no se le prestará debido a los ítems atrasados.

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

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

Patron card creator

• Get there: More > Tools > Patron card creator

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

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

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

• Crear y gestionar los lotes de carnets de socios

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

• Exportar uno o varios carnets de socio desde dentro de un lote

Diseños

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

Un diseño define el texto y las imágenes que serán impresas en el carné y donde aparecerán los mismos.

Nota

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

Add a layout

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

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

• El nombre que asigna a la plantilla es para su beneficio, nómbrela de modo que sea fácil de identificar en una posteriormente

• El desplegable de Unidades se utiliza para definir qué escala de medida va a utilizar para su perfil.

  

  • Nota

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

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

  • Nota

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

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

  • Nota

    A full list of field names can be found in the database schema at http://schema.koha-community.org

• Para cada línea de texto, usted puede elegir su fuente, el tamaño y la ubicación del texto en el carné utilizando la menor de las coordenadas X e Y

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

• Por último, puede elegir un máximo de dos imágenes para imprimir en el carnet.

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

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

  Importante

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

Después de guardar, sus perfiles aparecerán en la página “Administrar perfiles”.

Plantillas

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

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

Add a template

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

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

• Template ID is simply a system generated unique id

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

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

• El desplegable de Unidades se utiliza para definir qué escala de medida va a utilizar para su perfil.

  

  • Nota

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

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

• Un perfil es un conjunto de «ajustes» aplicado a una plantilla justo antes de imprimir, el cual se usa para adecuarse a las particularidades de una impresora determinada (a la cual se le asigna el perfil).

  • Antes de elegir un perfil intente imprimir unos carnets de ejemplo para que pueda fácilmente elegir un perfil que sea adecuado para su combinación impresora/plantilla.

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

  • Importante

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

  • Nota

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

Después de guardar, sus perfiles aparecerán en la página “Administrar perfiles”.

Perfiles

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

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

Si los carnés se imprimen de la manera que desea, usted no necesitará un perfil.

Add a profile

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

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

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

  • Nota

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

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

• El desplegable “Unidades” se usa para definir qué escala de medición va a usar para su perfil.

  

  • Nota

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

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

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

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

After saving, your profiles will appear on the “Manage printer profiles” page.

Una vez que haya guardado el nuevo perfil, puede volver a la lista de plantillas y editar la plantilla del perfil.

Lotes

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

Un lote es un conjunto de usuarios para el que se desea generar carnés.

Add a batch

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

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

After choosing the “Add patron(s)” button the Patron Search window pops up.

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

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

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

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

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

Nota

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

Once you click “Export” you will be presented with a PDF of your labels for printing

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

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

Manage images

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

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

Importante

Las imágenes deben ser menores de 500K de tamaño.

Nota

Las fotos subidas con esta herramienta debe ser de al menos 300dpi que es la calidad mínima de una imagen imprimible.

En el centro de la pantalla hay una forma simple de carga, sólo tiene que buscar el archivo en su computadora y darle un nombre que para reconocerlo más adelante.

Una vez que el archivo es subido se presenta un mensaje de confirmación.

Y la imagen será listada junto con todas la otras en en el lado derecho de la página.

Para eliminar una o varias de estas imágenes, haga clic en la casilla a la derecha de cada imagen que quiera eliminar y haga clic en el botón “Borrar”.

Batch patron deletion/anonymization

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

Esta herramienta permite anonimizar historiales de circulación en bloque (lo cual significa que puede preservar cuantas veces se prestó un ítem - pero no a cual usuario) o eliminar usuarios en bloque (removerlos completamente del sistema).

Importante

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

Importante

Antes de utilizar esta herramienta, se recomienda hacer copia de seguridad la base de datos. Los cambios realizados aquí son permanentes.

Importante

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

Para eliminar o anonimizar usuarios

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

• Ingrese una fecha antes de la cual desea alterar los datos

• Si eliminar usuarios también se puede optar por buscar usuarios por fecha de caducidad o categoría específica

  • have not borrowed since a specific date

  • have accounts that will expire before a specific date

  • are in a specific patron category

  • are in a patron list

• Haga clic en “Siguiente”

• Una confirmación aparecerá preguntándole si está seguro que esto es lo que Usted quiere que suceda

  

• Haciendo clic en “Terminar” borrará o anonimizará sus datos

  

Modificación de usuarios en lote

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

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

Una vez que tenga el archivo cargado o los códigos de barra escaneados haga clic en “Continuar”. Se le presentará una lista de usuarios y los cambios que puede hacer.

A la izquierda de cada caja de texto hay un casilla de selección. Haciendo clic en ella limpiará el valor del campo.

Importante

Si el campo es obligatorio usted no podrá borrar el valor de él.

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

Una vez haya hecho los cambios que desee, puede hacer clic en “Guardar” y Koha le presentará los registros de usuarios modificados.

Batch extend due dates

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

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

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

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

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

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

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

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

Nota

Access to this tool requires the Tools permission batch_extend_due_dates.

Tag moderation

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

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

Para moderar etiquetas visite la herramienta Etiquetas. La primera vez que visite la herramienta, se le presentará con una lista de etiquetas pendientes de aprobación o rechazo por parte de un bibliotecario

• Para ver todos los títulos a los que esta etiqueta fue agregada simplemente haga clic en el término

  

  • Para remover una etiqueta de un título específica, simplemente haga clic en el botón “Remover etiqueta” a la derecha del título.

• Para aprobar una etiqueta, puede hacer clic en el botón “Aprobar” en la línea del término, o marcar todos los términos que desee aprobar y hacer clic en “Aprobar” bajo la tabla.

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

Una vez que una etiqueta ha sido aprobada o rechazada, será trasladado a la lista apropiada de las etiquetas. Un resumen de todas las etiquetas aparecerá a la derecha de la pantalla.

Aun cuando una etiqueta sea aprobada o rechazada, puede ser movida a otra lista. Cuando vea las etiquetas aprobadas cada una tiene la opción de ser rechazada:

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

Por último, puede elegir un máximo de dos imágenes para imprimir en el carnet.

Upload patron images

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

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

• Cree un archivo txt y llámelo «DATALINK.TXT» o «IDLINK.TXT»

• En cada línea del archivo de texto incluya el número de carnet del socio seguido de coma (o tabulación) y luego el nombre del archivo imagen

  

  • Asegúrese de que su archivo TXT es un documento de texto simple, no RTF.

• Comprima el archivo de texto y los archivos de imagen

• Go to the Upload patron images tool

  

• Para una imagen, simplemente seleccione el archivo imagen e ingrese el número de carné del usuario

• Para imágenes múltiples, elija subir un archivo ZIP

• Después de cargar la data, se le presentará un mensaje de confirmación

  

  Importante

  Existe un límite de 100K en el tamaño de la foto subida y es recomendado que la imágen sea de 200x300 pixeles, pero imágenes más pequeñas fuencionan correctametne.

Catálogo

Eliminar ítems en lote

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

Esta herramienta le permitirá eliminar un lote de registros de ítem en Koha.

De la herramienta puede elegir cargar un archivo de códigos de barras o identificadores de ejemplares, o puede escanear los ejemplares uno por uno en la casilla bajo la herramienta de carga.

Una vez que tenga el archivo cargado o los códigos de barra escaneados puede hacer clic en “Continuar”.

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

Si su archivo (o lista de códigos de barra escaneados) tiene más de 1000 códigos de barra, Koha no podrá presentarle una lista de los ejemplares. Todavía podrá eliminarlos, pero no podrá seleccionar cuales ejemplares específicos eliminar o eliminar los registros bibliográficos.

Si los ítems están prestados se le mostrará un error después de hacer clic en «Eliminar ítems seleccionados» y los ejemplares no serán borrados.

Si los ítems se pueden eliminar esto se intentará hacer y se le presentará una confirmación de su eliminación.

Modificación de ítems en lote

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

Esta herramienta le permitirá modificar un lote de ítems en Koha.

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

Una vez que tenga el archivo cargado o los códigos de barra escaneados puede hacer clic en “Continuar”.

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

Nota

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

Utilizando el formulario de edición puede elegir cuales campos editar. Haciendo clic en la casilla a la derecha de cada campo puede limpiar los valores en ese campo para los registros que está modificando.

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

Una vez haya hecho sus cambios se le presentarán los ítems resultantes.

Nota

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

Eliminar registros en lote

Esta herramienta tomará un lote de números de registros para registros bibliográficos o de autoridad y le permitirá eliminar todos esos registros y cualquier ítem adjunto a ellos en se lote.

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

Next, you can:

• load a file with biblionumbers or authids;

  

• use a list;

  

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

  

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

Si un registro que usted desea eliminar no puede ser eliminado, este será resaltado.

Verifique los registros que desea eliminar y haga clic en el botón “Eliminar registros seleccionados” para finalizar el proceso.

Modificación de registros en lote

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

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

Cuando usted visita la herramienta se le preguntará:

• Elija si está editando registros bibliográficos o registros de autoridad

• Enter the biblionumbers or authids

  • You can upload a file of these numbers;

    

  • You can use a list;

    

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

    

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

Una vez que haya ingresado sus criterios haga clic en “Continuar”

Se le presentará con una lista de registros que serán editados. Al lado de cada uno hay una casilla de verificación para que pueda desmarcar los ítems que prefiere no editar en este momento.

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

Una vez que estés seguro de que todo es de acuerdo a la manera que desea, puede hacer clic en el botón “Modificar registros seleccionados” y sus registros se modificarán.

Modificaciones automáticas de ítems por edad

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

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

Nota

Staff need the items_batchmod permission to access this tool

Importante

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

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

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

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

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

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

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

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

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

Export data

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

Koha tiene una herramienta que le permitirá exportar sus registros bibliográficos existencias y/o datos de autoridades en bloque. Puede utilizar esto para enviar sus registros a bibliotecas colegas, organizaciones o servicios, o simplemente con fines de respaldo.

Export bibliographic records

En el tope de la pantalla deberá seleccionar que datos está exportando. Si está exportando registros bibliográficos con o sin existencias querrá hacer clic en la pestaña “Exportar registros bibliográficos”.

• Complete la plantilla para limitar la exportación a un rango específico (todos los campos son opcionales)

  

  • Elija para limitar la exportación por una o más de las siguientes opciones

    • Limitar a un rango de números bibliográficos

    • Limitar a un tipo de ítem específico

      • Importante

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

    • Limitar a una biblioteca o grupo de bibliotecas

      • Importante

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

    • Limitar a un rango de signatura

    • Limitar a un rango de fecha de adquisición

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

    

  • Elija después qué omitir al exportar

    

    • Por defecto los ítems se exportarán, si desea exportar sólo los datos bibliográficos, marque la casilla “No exportar ítems”

    • Para limitar la exportación sólo a los ítems de la biblioteca que está conectado (si deja el campo “Biblioteca” en “Todas”) o la biblioteca que seleccionó arriba marque la casilla “Eliminar ítems no locales “

    • También puede elegir qué campos que no desea exportar. Esto puede ser útil si va a compartir sus datos, puede quitar todos los campos locales antes de enviar sus datos a otra biblioteca

  • Finalmente elija el tipo de archivo y el nombre del mismo

    

    • Seleccione exportar sus datos en formato MARC o MARCXML

    • Seleccione el nombre que desea para guardar su archivo

  • Haga clic en “Exportar registros bibliográficos”

Export authority records

En el tope de la pantalla deberá seleccionar que datos está exportando. Si está exportando registros de autoridad querrá hacer clic en la pestaña “Exportar registros de autoridad”.

• Rellene el formulario para limitar su exportación a un rango específico o tipo de registro de autoridad (todos los campos son opcionales)

  

• Or you can choose a file of authids to export

File type needs to be .csv or .txt

• Luego seleccione los campos que desea excluir de la exportación separados por un espacio (sin comas)

  

  • Si desea excluir todos los subcampos de por ejemplo 200, solo ingrese 200

  • Si desea excluir un subcampo específico ingréselo al lado del valor de campo, 100a excluirá solo el subcampo “a” de 100

• Finalmente elija el tipo de archivo y el nombre del mismo

  

  • Seleccione exportar sus datos en formato MARC o MARCXML

  • Seleccione el nombre que desea para guardar su archivo

• Haga clic en “Exportar registros de autoridad”

Inventario

• Get there: More > Tools > Catalog > Inventory

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

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

2. By uploading barcodes gathered by a portable scanner;

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

Creating a shelf list

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

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

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

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

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

• If filtering by callnumber, make sure to choose the correct classification scheme

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

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

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

• Skip items on hold awaiting pickup: check this box to filter out items that are awaiting pickup by patrons

• Item types: check the boxes next to the item types you want to include in your shelf list

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

Click on “Submit” to generate your shelf list.

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

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

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

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

Uploading barcodes with a scanner

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

• Set inventory date to: choose the date you want to mark all items as last seen.

• Compare barcodes list to results: uncheck for this method.

• Do not check in item scanned during inventory: unless this is checked, Koha will check in items scanned, as it is assumed that they are on the shelf and so not loaned out. If you do not want to check in scanned items, check this option.

• Check barcodes list for items shelved out of order: if this option is checked, Koha will compare the call numbers and make sure they are in the correct order.

Click “Submit”. This will update all the items” “last seen” date to the chosen date.

Once you have the updated the last seen date for all items scanned during the inventory it is possible to use reports to identify items that were not scanned and can therefore be assumed missing (you can use the batch item modification tool to change the LOST status of these items). There are sample reports you can use on the Koha SQL Reports Library.

Comparing scanned barcodes to a shelf list

Alternatively, you can combine the two methods to automatically compare a list of scanned barcodes with a generated list.

First, upload you barcode file or scan the barcodes in the box.

• Set inventory date to: choose the date you want to appear in the items” “last seen” field.

• Compare barcodes list to results: should automatically be checked.

• Do not check in items scanned during inventory: make sure to check this option if you do not want the scanned items to be automatically checked-in if they are checked-out.

Choose the filters (library, shelving location, callnumbers, statuses or item types) to generate a list with which to compare your barcodes. Click on “Submit”.

Nota

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

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

Nota

Unlike when creating a shelf list, the list that will be presented here will only contain the items that Koha has determined are problematic.

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

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

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

• No barcode: the barcode doesn’t exist.

• Unknown not-for-loan status: the item has “not for loan” status that is not in the NOT_LOAN authorized values list

• Item may be shelved out of order: the callnumber is out of order

Label creator

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

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

• Personalizar diseños de etiqueta

• Diseñar plantillas de etiquetas personalizadas para imprimir etiquetas

• Crear y gestionar lotes de etiquetas

• Exportar uno o varios lotes

• Exportar una o varias etiquetas desde dentro de un lote

• Exportar datos de la etiqueta en uno de tres formatos:

  • PDF - legibles por cualquier lector de PDF estándar. Las etiquetas pueden imprimirse directamente en una impresora

  • CSV - Exportar datos de etiquetas después de aplicar el diseño elegido, lo cual permite importar las etiquetas en una variedad de aplicaciones

  • XML - Se incluye como un formato de exportación alternativo

Plantillas

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

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

Add a template

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

Utilizando el formulario que aparece, usted puede definir la plantilla para su hoja de etiquetas o tarjetas.

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

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

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

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

  

• Las medidas, número de columnas y número de filas, pueden encontrarse en los paquetes del producto o en la web del proveedor.

  • Page height: height of the page

  • Page width: width of the page

  • Label width: width of the label

    

  • Label height: height of the label

    

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

    

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

    

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

    

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

    

  • Importante

    Si no se da un margen izquierdo a la plantilla, se aplicará un margen por defecto de 3/16» (13.5 puntos)

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

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

  • Gap between columns: width between two columns of labels

    

  • Gap between rows: height between two rows of labels

    

• Un perfil es un conjunto de «ajustes» aplicado a una plantilla justo antes de imprimir, el cual se usa para adecuarse a las particularidades de una impresora determinada (a la cual se le asigna el perfil).

  • Antes de utilizar un perfil intente imprimir unos marbetes de ejemplo para que pueda fácilmente definir un perfil que sea adecuado para su combinación impresora/plantilla.

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

Después de guardar, sus perfiles aparecerán en la página “Administrar perfiles”.

Perfiles

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

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

Si los carnés se imprimen de la manera que desea, usted no necesitará un perfil.

Add a profile

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

Utilizando el formulario que aparece, usted puede crear un perfil para solucionar los problemas con la plantilla.

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

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

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

  

• El offset describe lo que sucede cuando la imagen completa no está centrada tanto vertical como horizontalmente y “Arrastrarse” describe una condición donde la distancia entre las etiquetas cambia a lo largo de la página o hacia arriba y abajo de la página

  • Para estos valores, los números negativos mueven el error hacia arriba y a la izquierda y los números positivos mueven el error hacia abajo y a la derecha

  • Ejemplo: el texto es .25» desde el borde izquierdo de la primera etiqueta, .28» desde el borde izquierdo de la segunda etiqueta y .31» desde el borde izquierdo de la tercera etiqueta. Esto significa que la fluencia horizontal se debe establecer en 0.03» para compensar esta diferencia.

Después de guardar, sus perfiles aparecerán en la página “Administrar perfiles”.

Una vez que haya guardado el nuevo perfil, puede volver a la lista de plantillas y editar la plantilla del perfil.

Diseños

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

Un diseño se usa para definir los campos que aparecerán en las etiquetas.

Add a layout

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

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

• El nombre del diseño puede ser cualquier cosa que desee para que le ayude a identificarlo más tarde.

• Si es una etiqueta de código de barras habrá que elegir la codificación (el código 39 es el más común)

• El tipo de diseño puede ser una combinación de información bibliográfica y/o código de barras. Por ejemplo una etiqueta para un lomo puede ser el bibliográfico mientras que una etiqueta para que el personal de ciculación pueda prestar el libro sería, probablemente el biliográfico/código de barras.

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

    

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

    

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

    

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

    

  • Barcode: only the barcode will appear on the label

    

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

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

    • Actualmente se utilizan todos los campos de las tablas siguientes: ítems, biblioitems, biblio, sucursales

      

• Seleccione si el fabricante de la etiqueta deberá imprimir las guías alrededor de cada etiqueta

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

  Nota

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

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

Después de guardar, sus perfiles aparecerán en la página “Administrar perfiles”.

Lotes

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

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

Add a batch

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

La otra es optar por crear un nuevo lote desde la herramienta de creación de etiquetas

Se le dirigirá a un lote vacío con un botón “Agregar ítem(s)” en la parte superior de la página y un espacio para escanear los códigos de barras.

Se pueden, además, escanear los códigos de barras en el espacio destinado y marcar el botón “Agregar ítem(s)” o puede marcar “Agregar ítem(s)” con el espacio para los códigos de barras vacío. Marcar “Add ítem(s)” sin ningún código de barras abrirá una ventana de búsqueda para encontrar los ítems que se quieren añadir al lote.

Desde los resultados, seleccione los ítems que desee agregar al lote y haga clic en “Agregar seleccionados”. También puede agregar ítems uno a uno haciendo clic en el enlace “Agregar” a la izquierda de cada ítem.

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

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

A Usted entonces se le presentarán tres opciones de descarga: PDF, Excel, y CSV.

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

Barcode range

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

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

Click “New” and choose “Barcode range” from the label creator tool.

Enter the starting and ending barcodes.

Nota

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

Click “Print range”.

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

The only download option for barcode ranges is PDF.

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

Quick spine label creator

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

  Nota

  Esta herramienta no utiliza las plantillas o diseños de etiquetas, simplemente imprime una etiqueta para tejuelo en el primer espacio de la hoja de etiquetas.

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

  • Hay que dar formato a la impresión de etiquetas editando el archivo spinelabel.css que está en koha-tmpl/intranet-tmpl/prog/en/css/

Para utilizar esta herramienta sólo necesita el código de barras para el libro que desea imprimir la etiqueta.

Rotating collections

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

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

Importante

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

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

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

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

Transfer a rotating collection

La transferencia de una colección será:

• Cambie la ubicación actual de los ítems en esa colección a la biblioteca que serán transferidos

• Iniciar una transferencia desde su biblioteca original ubicación actual/depositaria a la biblioteca ubicación actual/depositaria a la cual será rotada. Cuando la biblioteca reciba una colección, ellos necesitarán devolver todos los ítems para completar la transferencia.

Usted puede transferir una colección en una o dos maneras:

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

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

  Importante

  A fin de cumplimentar el proceso de transferencia, la biblioteca que recibe una colección rotativa, debería devolver todos los ítems de la colección así como sean recibidos. Esto hará una transferencia clara, así que los ítems no seguirán siendo mostrados como «en tránsito».

Si un ítem en una colección rotativa es devuelto en una biblioteca distinta a la que se supone fue transferida, aparecerá un aviso notificando al personal de la biblioteca que el ítem es parte de una colección rotativa, asimismo, haciéndoles saber dónde el ítem necesita ser enviado.

Stock rotation

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

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

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

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

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

Nota

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

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

Editing rota details

Name: A clear name or code to identify the rota

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

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

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

Managing rota stages

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

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

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

Managing rota items - Tool view

Nota

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

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

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

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

Managing rota items - Catalog view

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

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

Managing rota items - EDI

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

Managing rotation notices

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

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

Permissions

The stock rotation tool uses two distinct permissions:

manage_rotas:

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

manage_rota_items:

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

Plantillas de modificación MARC

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

Esta herramienta es útil para alterar los registros MARC de varios proveedores/fuentes para trabajar con su hoja de trabajo MARC. El sistema básicamente permite crear un script básico con acciones para copiar, mover, agregar, actualizar y eliminar campos.

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

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

• Choose “Add new”

• Ingrese el campo 942 y el subcampo c

• Ingrese el valor “EBOOK” (o el código del tipo de item ebook)

• Provee una descripción para que pueda identificar esta acción posteriormente

• Haga clic en “Agregar acción”

  Nota

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

Cada acción puede tener una condición opcional para comprobar el valor o existencia de otro campo. Por ejemplo, usted podría querer agregar el número de clasificación al registro del ítem si en realidad no esta presente.

• Seleccione la opción “Copiar”

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

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

• Ingrese el campo 952 y el subcampo o para copiar a

• Seleccione la opción “si”

• Ingrese el campo 952 y el subcampo o

• Seleccione la opción «no existe»

• Provee una descripción para que pueda identificar esta acción posteriormente

• Haga clic en “Agregar acción”

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

• Elija tipo de usuario

• Decida si desea copiar la primera o todas las ocurrencias del campo

• Ingrese el campo 020 y el subcampo c a copiar

• Ingrese el campo 020 y el subcampo c para copiar a

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

• Seleccione la opción “si”

• Ingrese el campo 020 y el subcampo c

• Seleccione la opción «coincidencias»

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

• Provee una descripción para que pueda identificar esta acción posteriormente

• Haga clic en “Agregar acción”

  Nota

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

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

• Elija tipo de usuario

• Decida si desea copiar la primera o todas las ocurrencias del campo

• Ingrese el campo 020 y el subcampo c a copiar

• Ingrese el campo 952 y el subcampo o para copiar a

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

• Provee una descripción para que pueda identificar esta acción posteriormente

• Haga clic en “Agregar acción”

When choosing between “Copy” and “Copy and replace” keep the following example in mind:

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

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

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

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

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

Una vez que sus acciones se guarden puede verlas en el tope de la pantalla. Las acciones pueden moverse utilizando las flechas a la izquierda de ellas.

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

• The up arrow will move the action up one position

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

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

• The down arrow will move the action down one position

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

Stage MARC records for import

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

Esta herramienta puede ser utilizada para importar tanto registros bibliográficos como de autoridad que se guardan en formato MARC. Importar registros en Koha incluye dos pasos. La primera consiste en preparar los registros para importación.

• Primero encuentre el archivo MARC en su equipo

  

• Seguidamente aparecerá una pantalla con opciones para coincidencia de registros e importaciones de ítems

  

  • Pre-fill values with profile: if you already have staging profiles set up, you can choose the appropriate profile from the dropdown list

    • Profiles are used to pre-fill the rest of the staging settings form.

    • You can create a profile by choosing the various settings in the sections below and enter a profile name at the end of the form. Next time you stage records, the profile will be available.

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

  • Record type: choose which type of records are in this file, bibliographic or authority

    

  • Character encoding: choose the character encoding of your file

    

  • Format: choose the MARC format of your file

    

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

    

  • Elija si quiere o no buscar coincidencia de registros

    

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

      Nota

      You can set up record matching rules in the administration area

      

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

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

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

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

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

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

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

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

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

    

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

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

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

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

      Nota

      Itemnumbers take precedence over barcodes

    • Ignore items: this will not add any items

  • Save profile: you can choose to save the chosen settings under a profile to use again later

• Haga clic en “Preparar para importación”

• Se le presentará con una confirmación de la importación MARC

  

  • Number of records in file

  • Number of records with MARC errors

  • Number of records staged

  • Number of records matching existing records in the catalog

  • Number of items staged

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

  • If these records are to be used in acquisitions, you can stop here and add these records to a basket by ordering from a staged file

Staged MARC record management

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

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

• De la lista de registros preparados, marque el nombre del archivo en el que quiere finalizar la importación

  • Note that records that have already been imported will say so under “Status”

  Nota

  If you’re coming directly from the Stage MARC records for import tool you will not see this list of staged files, you will be taken automatically to the right file summary

• A summary of your staged file will appear along with the option to change your matching rules

  

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

  

  • Choosing a framework other than “Default” isn’t necessary, but it’s helpful for running reports.

• Debajo de la selección de la plantilla habrá un listado de los registros que van a ser importados

  

  • Revise su resumen antes de completar su importación para asegurarse de que su regla de correspondencia funcionado y que los registros aparecen en la forma que se espera

  • Matches will appear with info under the “Match details column”

    

    and when clicking the “View” link under “Diff” you can see the difference between versions.

    

• Click “Import this batch into the catalog” to complete the import

  

  • Number of records added: new records added

  • Number of records updated: existing records replaced with the incoming ones

  • Number of records ignored: records that were ignored due to the matching rule

  • Number of items added: new items added

  • Number of items replaced: existing items updated with the incoming ones

  • Number of items ignored because of duplicate barcode: items that were ignored because the barcode already exists in the database

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

• You can undo your import by clicking the “Undo import into catalog” button

Records imported using this tool remain in the “reservoir” until they are cleaned either through the “Clean” button in the Staged MARC record management home page (see below) or through the cleanup_database cronjob. Reservoir records will appear when searching the catalog from the cataloging module

To manually clean items out of the “reservoir”:

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

  

• Para limpiar un lote, haga clic en el botón “Limpiar” a la derecha

• Se le mostrará un mensaje de confirmación

  

  • Acepte la eliminación y los registros serán removidos del depósito y el estado se cambiará a “limpio”

Upload local cover image

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

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

To access this tool staff need the upload_local_cover_images permission.

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

Images can be uploaded in batches or individually.

Notes

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

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

To upload a single image:

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

  

• Click “Upload file”.

• Choose “Image file” under the “File type” section.

• Ingrese el biblionumber del registro al que le esta adjuntando la imagen. Notar que no es el mismo que el número de inventario, sino el que genera automáticamente y asigna Koha.

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

    

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

    

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

• Click “Process images”.

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

To upload a batch of images:

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

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

  • For example: 4091,image4091.jpg

    

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

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

• Click “Upload file”.

• Seleccione “Archivo ZIP” bajo la sección “Tipo de archivo”

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

• Haga clic en “Procesar imágenes”

• You are presented with a summary of the upload.

  

  Importante

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

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

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

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

Herramientas adicionales

Calendario

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

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

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

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

Adding events

Antes de añadir eventos, seleccione la biblioteca a la que desea aplicar los cierres. Al añadir eventos se le preguntará si desea aplicar el evento a una sucursal o a todas. Para agregar eventos, simplemente

• Haga clic en la fecha del calendario en que desea aplicar el cierre de

  

• En el formulario que aparece encima del calendario, introduzca la información de cierre (para obtener más información sobre cada opción, haga clic en el signo de interrogación [?] a la derecha de la opción)

  • La biblioteca se asignará automáticamente. Puede elegir una biblioteca del menú desplegable en la parte superior de la página

  • La información del día se rellenará automáticamente a partir de la fecha en la que hizo clic en el calendario

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

  • In the “title” enter the name of the holiday or the reason for the closing

  • In the “description” enter more information about this holiday

  • A continuación, puede elegir si este evento es un evento de una sola vez o si es repetible.

    • “Holiday only on this day”: this is a one day holiday

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

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

    • “Holiday on a range”: this is a holiday that extends on several days

      Nota

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

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

      Nota

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

  • Por último decida si este evento se debe aplicar a todas las bibliotecas o solo a la seleccionada inicialmente

    • Si prefiere introducir todas las fiestas y luego copiarlas todas a la vez a otra biblioteca puede usar el menú de copia que está bajo el calendario

      

• Después de guardar podrá ver el evento listado en el resumen a la derecha del calendario

  

Editing events

Para editar los eventos

• Haga clic en el evento del calendario que desea cambiar (hacer esto haciendo clic en la fecha en el calendario, no en el evento enumerado en el resumen)

  

• Desde este formulario puedo editar o eliminar completamente el feriado. Ambas acciones requieren que haga clic en “Guardar” antes que se realice el cambio.

  • Todas las acciones requieren que se haga clic en “Guardar” antes de que se hagan los cambios

• Al hacer clic en eventos repetibles se ofrecerán opciones ligeramente diferentes

  

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

  • Todas las acciones requieren que se haga clic en “Guardar” antes de que se hagan los cambios

Additional help

Al agregar o editar eventos se puede obtener ayuda adicional haciendo clic en el signo de interrogación al lado de distintas opciones en el formulario

CSV profiles

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

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

Add CSV profiles

To add a CSV profile

• Click on “New CSV profile”

  

  • El “Nombre de perfil “ aparecerá en la lista desplegable de exportación cuando elija “Descargar” de su carro o lista

    

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

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

      

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

      

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

    • “Export records” (only available with MARC profile type): this is used to export records from your cart or lists

    • “Late serial issues claims” (only available with SQL profile type): this is used to export late issues of serial subscriptions

    • “Export late orders” (only available with SQL profile type): this is used to export late orders in the acquisitions module

    • “Basket export in acquisition” (only available with SQL profile

      type): this is used to download records from acquisitions baskets

    • “Export lost items in report” (only available with SQL profile

      type): this is used to export a CSV from the lost items report

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

  • El “Separador CSV” es el caracter utilizado para separar valores y grupos de valores

    Nota

    La opción más común aquí es coma ya que la mayoría de las planillas de cálculo saben como leer archivos separados por comas.

  • El “Separador de campos” es el carácter utilizado para separar los campos duplicados

    • Ejemplo: Usted puede tener múltiples campos 650 y este es el caracter que aparecerá entre cada uno en la columna

      

  • El “Separador de subcampos” es el carácter utilizado para separar subcampos duplicados

    • Ejemplo: Puede tener múltiples subcampos $a en un campo

  • El campo “Codificación” le permite definir la codificación utilizada cuando guarda el archivo

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

  • Finally format your CSV file using the “Profile MARC fields” or “Profile SQL fields” box

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

    • Nota

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

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

Modify CSV profiles

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

• Seleccione el perfil que desea editar y modifique los campos necesarios.

• Luego de enviar sus cambios se le presentará un mensaje de confirmación en el tope de la pantalla

  

• Para eliminar un perfil, marque la opción “Eliminar perfil seleccionado” antes de hacer clic en “Enviar consulta”

  

Using CSV profiles

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

Log viewer

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

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

Nota

The warning sign next to a module name indicates that the actions in this module are not logged. Change your logs preferences to log actions from a module.

Seleccionando diferentes combinaciones de opciones del menú producirá el archivo de registros para esa consulta.

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

Nota

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

Noticias

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

El módulo de noticias Koha permite a los bibliotecarios enviar noticias al OPAC, a la interfaz administrativa y a los recibos de circulación.

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

• Click “New entry”

  

  • Code: enter a unique code for this news item

  • Display location: choose where to put the news

    

    • Librarian and OPAC interfaces: content will appear on the staff interface main page as well as in the news block on the OPAC

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

      

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

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

        

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

    • Slip: content will appear on the circulation receipts

      

      Nota

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

  • Library: choose the library for which this news item will be shown

    • Prior to end users logging in to the OPAC only new items listed to appear for “All libraries” will display unless your system administrator has configured an “OPAC_BRANCH_DEFAULT” override in virtual host configuration. See installation for details.

  • Publication date: use the publication date field to control from which date your news item appears

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

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

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

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

  • Expiration date: use the expiration date field to automatically stop showing the news item when it is no longer relevant.

    • If this field is empty the news item will be shown until you remove it manually

  • Appear in position: you decide in what order your news items appear

    • If the field is left empty, the news will appear from newest to oldest

    • In this field, 0 is the top-most position; the larger the number, the lower in the list the news will appear

  • You can enter the news title and text for each language installed

Nota

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

• Después de rellenar todos los campos, haga clic en “Enviar”

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

HTML customizations

• Get there: More > Tools > Additional tools > HTML customizations

Koha’s HTML customizations tool allows staff to post content to the OPAC.

To add content to the OPAC:

• Click “New entry”

  

  • Code: enter a unique code for this additional content item

  • Display location: choose where to put the content

    

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

    

    Nota

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

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

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

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

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

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

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

    • OpacSuggestionInstructions: content will replace the text at the top of the purchase suggestion form on the OPAC

    • ArticleRequestsDisclaimerText: content will appear and patron will have to accept before they can continue to the article request form; use for any copyright/disclaimer patrons need to be aware of regarding photocopies or scans of articles or chapters

  • Library: choose the library for which this content will be shown

    • Prior to end users logging in to the OPAC only content blocks listed to appear for “All libraries” will display unless your system administrator has configured an “OPAC_BRANCH_DEFAULT” override in virtual host configuration.

  • Publication date: use the publication date field to control from which date your content appears

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

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

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

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

  • Expiration date: use the expiration date field to automatically stop showing the content when it is no longer relevant.

    • If this field is empty the content will be shown until you remove it manually

  • Appear in position: you decide in what order your content appear, when there is more than one in the same display location

    • If the field is left empty, the content will appear from oldest to newest

    • In this field, 0 is the top-most position; the larger the number, the lower in the list the content will appear

  • You can enter the content title and text for each language installed

    Nota

    The title is not shown for additional content. It mostly serves to know at a glance what the content is about when looking at the list of additional content items. If you want a title to appear, you must add it in the text portion.

Nota

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

• Después de rellenar todos los campos, haga clic en “Enviar”

Task scheduler

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

El programador de tareas es una manera de programar informes para ejecutarse cada vez que desee.

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

• El servidor de tiempo muestra que el tiempo en su servidor (sus informes se ejecutarán con un cronograma basado en este servidor - no en su hora local)

• El tiempo se debe ingresar como hh:mm (2 dígitos de hora, 2 dígitos de minutos)

• La fecha debe ser ingresada utilizando el calendario emergente

• Desde Informe elija el informe que desea programar

• Seleccione si desea recibir el texto o un enlace a los resultados

• En el campo de correo electrónico ingresar el correo electrónico de la persona que desea recibir el informe

A continuación del formulario del programador de tareas, hay una lista de los informes programados

También puede programar informes directamente desde la lista de informes almacenados, haciendo clic en el enlace “Planificar”

Solución de problemas

El programador de tareas no funcionará si el usuario bajo el cual se ejecuta su servidor Web no tiene permiso para usarlo. Para saber si el usuario tiene los permisos necesarios, consulte /etc/at.allow para ver qué usuarios están en ella. Si no tiene ese archivo, consulte /etc/at.deny. Si at.deny existe, pero está en blanco, cualquier usuario puede utilizarlo. Hable con su administrador de sistema acerca de agregar el usuario al lugar correcto para hacer que el programador de tareas funcione.

Edit quotes for QOTD feature

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

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

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

In the OPAC, the quotes will appear above the “OpacMainUserBlock” news block.

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

Add a quote

Para agregar una cita:

• Click the “New quote” button in the toolbar.

  

• Fill out the form.

  

  • Source: enter the source of the quote, e.g. the name of the person who said the quote

  • Text: enter the text of the quote

  Advertencia

  Tanto el campo “Fuente” como “Texto” se deben cumplimentar para guardar la nueva cita.

• Click “Submit” to save the new quote.

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

Import quotes

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

Nota

Se le pedirá confirmar la carga de archivos mayores que 512KB.

• Para iniciar el proceso de importación, haga clic en el botón “Importar citas” en la parte superior de la pantalla

  

• Una vez en la pantalla de importación de citas puede buscar en tu ordenador el archivo que desea importar

  

• Luego de seleccionar el archivo CVS, haga clic en el botón “Abrir” y el archivo será subido dentro de una tabla de edición temporaria.

  

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

  

• Una vez que esté satisfecho con las citas, haga clic en el botón «Guardar citas” en la barra de herramientas en la parte superior y se guardarán las citas.

  

Edit a quote

To edit a quote, click on the “Edit” button to the right of the quote.

Edit either the “Source” or “Text” fields.

Click “Submit” to save the quote.

Delete a quote

To delete a quote, click on the “Delete” button to the right of the quote.

Confirm the deletion by clicking “Delete”.

Subir

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

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

Upload Files

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

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

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

Search files

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

You will be presented with the results of your search.

Access files

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

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

OPAC problem reports

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

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

Nota

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

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

From the “Actions” column, you can

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

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

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

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

Cash management

Koha includes a number of options for dealing with monetary transactions and actions to allow for fine grained tracking of these processes for audit and analytic processes.

Cash registers

Cash registers can be used to track transactions to a specific location in your library. This can be especially helpful for detailing where cash has been taken for payments and then when this cash is subsequently removed and taken to the bank.

Setup

To enable the use of cash registers, you must turn on the UseCashRegisters system preference.

You can then configure cash registers for your library from the cash registers page in the administration module.

Cashup

The action of “cashing up” can be recorded against a cash register from both the library details and register details pages.

Clicking the Record cashup button will simply record the date and time that the action has taken place and is intended to allow the regular record of when money is collected from the cash register and taken to the bank.

Both of the above pages utilize the cashup record to limit the display of transactions/summaries to only pertinent information, since the last cashup.

Once a cashup has taken place, a summary of the transactions taken during that cashup period is available for display, and printing, via the Summary link found next to the last cashup date on the register details page.

Cash summary for library

• Get there: Home > Tools > Cash summary for library

A summary of transaction amounts associated to a libraries cash registers can be found under the “Cash summary for library” page tool.

The summary will list registers associated with your logged in branch alongside information about how much money should be found in each register, what is available to take to the bank and a breakdown of income vs outgoings.

Note: You can also access this page from the left hand menu available on the Point of sale page when that module is enabled.

Transaction history for register

• Get there: Home > Tools > Cash management > Transaction history for register

A list of all transactions to have taken place at a register is available by clicking on the cash register name from the library details page.

If you have the correct permissions, you can re-print receipts, issue refunds and record cashups from this page.

Note: You can also access this page from the left hand menu available on the Point of sale page when that module is enabled.