工具

Koha 的工具都是執行特定工作之用。其他的圖書館管理系統常把這些工具當成 『報表』。

• 到那裡： 更多 > 工具

Patrons and circulation

讀者清單

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

讀者清單是儲存讀者群組的地方，可以經由 批次修改讀者工具 或報表修改讀者。

點選 『新增讀者清單』 鈕，就能新增讀者清單

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.

每個清單都有 『作用』 鈕以開啟更多選項。

按 『作用』 選單裡的 『新增讀者』 鈕，就能新增讀者入選單。

請在搜尋框輸入讀者名字或讀者證號並在右側空白處點擊以加入讀者資訊。

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

所有的讀者都選定後，按 『新增讀者』 鈕把他們加入清單。

說明

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

讀者

• 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.

重要

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.

評論

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

讀者經由 OPAC 新增的評論都需經館員審核。待審核的評論出現在館員首頁的工具分頁之下：

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.

若無評論待審核，您可看到無可審核的訊息

選擇 『通過審評』 分頁，就能檢視或拒絕曾經通過的評論

Patron import

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

任何時間都可以使用讀者匯入工具批次新增讀者。通常用於各級學校新生入學時。

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.

重要

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

重要

此 『password』 欄的值必須是純文字，將以 MD5 雜湊演算法編碼。

若密碼已經編碼，請洽系統管理員，詢求其他選項

重要

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』).

重要

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.

說明

若載入 讀者屬性，』patron_attributes』 欄位應包括以逗點區隔的屬性類型及其值。

• 每個值之前應有屬性類型與冒號。

  • 例如：」INSTID:12345,BASEBALL:Cubs」

  • 若設定多個值則此欄位必須折收起來。

  • 因為可能包括空格，所以必須置於雙括號內：

    • 「INSTID:12345,BASEBALL:Cubs,」」BASEBALL:White Sox」」

說明

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.

• 選定 CSV 檔案

  

• 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.

  

• 接著選擇適用於匯入讀者的預設值

  • 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.

  • 匹配紀錄是以欄位找到的，避免出現重複紀錄

  

  • 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.

說明

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

每個通知都可編輯，為了避免系統錯誤，祗有少數才能被刪除。每個通知與收條都可以編輯供各圖書館使用，預設是給所有圖書館使用。

可把固定的樣式適用於所有的收條，您可設定 SlipCSS 偏好為該樣式。同樣的情形也適用於通知，可設定 NoticeCSS 偏好為指定的樣式表。

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

Adding notices and slips

新增通知或收條

• Click 『New notice』

  

• 選擇此通知或收條適用的圖書館

  • 重要

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

• 選擇此通知相關的模組

• 代碼限制20字元內

• 以同樣的欄位擴允您的代碼

  • 說明

    使用逾期通知時，確認分館名稱出現其中以及設定 triggers 之內。

• 接著您可客製化各種可能發送方式的通知

  • 每種通知都應有專屬的電子郵件模板

    

  • 若使用 TalkingTechItivaPhoneNotification 服務就能設定電話通知

    

  • 列印此通知時，可以設定列印模板

    

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

    

• 每個通知都有相同的選項

  • 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

  • 可在訊息本體使用任何文字，使用左手邊的欄位鍵入來自資料庫的個人化資料。

    • 說明

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

    • 重要

      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

      • 確認使用 <<items.content>> 於逾期通知裡，列出所有逾期的館藏資料。

      • 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>

    • 重要

      祗有逾期通知才能使用 <item></item> 標籤，其他的通知使用 <<items.content>>

    • 說明

      可使用 <<today>> 語法新增今天的日期

    • 說明

      可在其他姓名或縮寫欄位鍵入讀者全名就能在收條或通知內顯示其全名。

  • 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.

重要

這些新標籤祗適用於逾期通知，不能用在其他的流通通知。

<item> 與 </item> 應包括來自書目與館藏表的所有欄位。

可使用通知模版裡這些欄號裡的範例：

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

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

假設兩筆館藏逾期，通知內容會是這樣：

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:

• 已接受

  • 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

  • 還入館藏時發送此 『還入』 通知

  • 碰到以下兩種情況時使用此通知：

    1. 把 EnhancedMessagingPreferences 偏好設為 『允許』

    2. 讀者請求收到此通知

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > 通知

• 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

  • 借出館藏時發送此 『借出』 通知

  • 碰到以下兩種情況時使用此通知：

    1. 把 EnhancedMessagingPreferences 偏好設為 『允許』

    2. 讀者請求收到此通知

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > 通知

• 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

  • 館藏到期時發送此 『到期』 通知

  • 碰到以下兩種情況時使用此通知：

    1. 把 EnhancedMessagingPreferences 偏好設為 『允許』

    2. 讀者請求收到此通知

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > 通知

• DUEDGST

  • 館藏到期時發送此 『到期』 通知

  • 碰到以下兩種情況時使用此通知：

    1. 把 EnhancedMessagingPreferences 偏好設為 『允許』

    2. 讀者要求以摘要方式收取此通知

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > 通知

• HOLD (Hold available for pickup)

  • 碰到以下兩種情況時使用此通知：

    1. 把 EnhancedMessagingPreferences 偏好設為 『允許』

    2. 讀者請求收到此通知

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > 通知

  • 當此通知指向分館表單時，係指提取分館的資訊。

• HOLDPLACED (告知館員預約已被取代的通知)

  • 此通知要求把 emailLibrarianWhenHoldIsPlaced 系統偏好設為 『啟用』

  • 當此通知指向分館表單時，係指提取分館的資訊。

• MEMBERSHIP_EXPIRY

  • 此通知告訴讀者其讀者證即將到期。

  • 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

  • 此通知當成發送 『到期提前通知』 之用

  • 碰到以下兩種情況時使用此通知：

    1. 把 EnhancedMessagingPreferences 偏好設為 『允許』

    2. 讀者請求收到此通知

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > 通知

• PREDUEDGST

  • 此通知當成發送 『到期提前通知』 之用

  • 碰到以下兩種情況時使用此通知：

    1. 把 EnhancedMessagingPreferences 偏好設為 『允許』

    2. 讀者要求以摘要方式收取此通知

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > 通知

• 已拒絕

  • 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

  • 續借館藏時發送此 『借出』 通知

  • 滿足三種情況時使用此通知：

    1. 把 EnhancedMessagingPreferences 偏好設為 『允許』

    2. 此 RenewalSendNotice 偏好已設為 『送出』

    3. 讀者已要求收取借出通知

       • Get there:OPAC > Login > your messaging

       • Get there:Staff client > Patron record > 通知

• 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.

  • 說明

    按 『設定新通知』 鈕進入 『通知』 工具，就能通知讀者新的期刊到館

• SHARE_ACCEPT

  • 通知讀者，其他讀者接受共享虛擬書架。

  • 您需把 OpacAllowSharingPrivateLists 偏好設為 『允許』

• SHARE_INVITE

  • 通知讀者，其他讀者想要共享其虛擬書架。

  • 您需把 OpacAllowSharingPrivateLists 偏好設為 『允許』

• TO_PROCESS

  • 告知館員採訪建議是否移入基金

  • 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

  • 使用於流通的快速收條

  • 快速收條祗包括今天借出的館藏

• ISSUESLIP

  • 使用於列印流通的完整收條

  • 收條顯示今天借出與尚未還入的館藏

• HOLD_SLIP

  • 使用於列印預約收條

  • 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

  • 使用於列印快速收條

  • 確認轉移後，列印轉移收條，隨書轉移至另個圖書館

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.

重要

設定需要逾期通知的 讀者類型，才能發送逾期通知給讀者。

重要

依照您在 OverdueNoticeCalendar 偏好的設定內容可能根據 行事曆 的閉館日延後逾期的天數。

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

• 延遲日數是應該到期卻逾期後啟動通知的日數。

  • 重要

    必須設定延遲日數，才能要求 Koha 啟動此作業 (送出信件或限制借閱權利)。

• 勾選分頁的 『第二』 與 『第三』 通知，送出更多的通知

• 勾選 『限制』 盒，把通知置於讀者紀錄裡，在借出時，告知館員，該讀者還有逾期館藏，不得借出；如此一來，就達到禁止讀者借出館藏的目的。

  • 可移除 AutoRemoveOverduesRestrictions 偏好的限制讓 Koha 自動移除該限制。

• 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:

• 從 Koha 讀者資料取得客製化讀者證布局的文字內容

• 設計讀者證面板供列印之用(符合書標格式)

• 建立與管理供批次列印的讀者證

• 匯出 (PDF 格式) 一件或多件批次列印資料

• 匯出 (PDF 格式) 一個批次的一件或多件讀者證

布局

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

布局定義印在讀者證的文字與照片位置。

說明

讀者證可使用最多三列文字的條碼，以及最多兩張照片。

Add a layout

若還沒有設定布局，可按螢幕上方的 『新增』 鈕並選擇 『布局』，就能新增它。

可按左方的 『管理布局』。出垷可供編輯的布局清單。但每頁上方仍有 『新增布局』 鈕。

• 指定給布局的名稱係供您未來容易辨識使用

• 以下拉選單使用的單位設定在布局內使用的度量的單位。

  

  • 說明

    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

  • 說明

    使用 2 面讀者證時需設定正反面的布局，此選項不允許列印雙面讀者證，祗能用於追蹤設計的讀者證。

• 讀者證最多有 3 列文字。可以是固定的文字或從讀者紀錄提取的欄位內容。把欄位名稱置於方括號內，就能提取欄位的內容 - <firstname>

  • 說明

    可從資料庫概要 http://schema.koha-community.org 取得檔案名稱的清單

• 對每列文字，您需選定字型、大小與讀者證上文字的位置

• 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.

• 最後，可選擇兩張以內的照片印在讀者證上。

  • 可以調整 讀者照片 的大小，以符合 Koha 的要求。

  • 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.

  重要

  設計者需負責文字、條碼與照片以免重複。

儲存之後，您的布局將出現在 『管理布局』 頁面。

模板

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

布局的作用是在書標/讀者證排列標籤。可能是 Avery 5160 地址機、Gaylord 47-284 書標機或 28371 讀者證製作機等。布局所需的資訊可能在包裝上，或者從代理商的網站或範例取得。

Add a template

按頁面上方的 『新增模版』 就立即進入編輯模版頁面。可按左方的 『管理模版』 鈕。從可得的模版中選取編輯的模版。不過在頁面上方仍有 『新增模版』 鈕。

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

• 模版代碼是系統產生的代碼

• 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

• 以下拉選單使用的單位設定在布局內使用的度量的單位。

  

  • 說明

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

• 度量 (頁高、頁廣、卡片廣、卡片高) 可從包裝取得，也可從代理商網站或樣張量取。

• 設定檔是一組適用於指定模版的 「調整」，於列印之前補償特定印表機的偏移 (指定給該印表機)。

  • 挑選列印的設定檔前先試印幾張讀者證就能看出印表機/模版組合的可行性。

  • 從印表機文件找到偏移值後，新增設定檔 並指定給模板。

  • 重要

    必要時才建置設定檔，不要隨意設定印表機設定檔。不可能移除模版內移除設定檔但可以切換至另個設定檔。

  • 說明

    使用不同的印表機則應設定多個模版。

儲存之後，您的布局將出現在 『管理布局』 頁面。

設定檔

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

設定檔是一組適用於指定 模版 的 「調整」 於列印之前補償特定印表機的偏移。設定模版後並列印樣本資料若發現館藏並未出現在預期的位置，對該印表機給個設定檔 (或同個印表機的不同紙匣)，指示上、下、左、右的位移值。

印出的讀者證與預期相同，就不需要設定檔。

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.

  • 說明

    例如：可在印表機名稱內使用印表機型號，或者稱他為 『我的桌面印表機』

• 在 編輯模板表單 選定設定檔後即把內容加入該模板內

• 單位下拉選單用在您的設定檔內，用以設定衡量的單位。

  

  • 說明

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

• 整個圖像水平或垂宜偏離中心就該處理位移。小心描述該偏離的狀況

  • 對偏移值而言，負數表示向上與向左移動內容而正數表示向下與向右

  • 範例：距離第一個標籤左緣 0 .25」，距離第二個標籤左緣 0 .28」 且距離第三個標籤左緣 0 .31」。表示水平偏移應設為 (減) -0.03 」 以補償其差距。

After saving, your profiles will appear on the 『Manage printer profiles』 page.

儲存新的設定檔後，可回到模板清單並選擇編輯該模板。

批次

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

批次是一群讀者，您可批次製作讀者證。

Add a batch

按頁面上方的 『新增批次』，就能新增批次了。選擇左方的 『管理批次』 就可從選單中選取批次。您可從這裡選取待編輯的批次或新增批次。

彈出新的批次訊息並指引您選擇被發送的讀者。

After choosing the 『Add patron(s)』 button the Patron Search window pops up.

從這裡搜尋讀者姓名、類型或所屬圖書館就能把讀者加入批次內。以萬用字元 * 搜尋所有的讀者。

按 『新增』 鈕就能新增讀者至批次。從結果新增讀者後可執行另個搜尋重新來過或按螢幕下方的 『關閉』 鈕表示做完了。然後出現此批次。

批次編好後就可以匯出。可在螢幕上方找到編修或刪除該批次的鈕。隨時可從 『管理 &gt; 批次讀者證』 鈕回到編修或刪除批次的畫面。

可以按 『批次匯出讀者證』 或勾選讀者名字右方的盒，再按上方的 『匯出讀者證』 鈕，匯出勾選的讀者。

匯出選單請您指定模板、布局與開始位置 (在報表紙開始列印的位置)。

說明

若前 6 個書標已使用則可從第 7 個位置開始列印。書標的位置編碼係由左而右由上而下。

按下 『匯出』 鈕後出現列印書標的 PDF 檔案

開啟 PDF 檔案後可看到待列印的讀者證

以上的圖像是兩行文字式的布局。第一行是純文字，第二行是兩個欄位的內容 <firstname> <surname>。可以列印讀者照片 (若提供的話) 與 39 碼式的讀者號。以三欄 8 列的模板在位置 1-3 列印。列印時不會重組 PDF (即不會自動符合紙張大小) 印表機可能無法在模板上正確印出。

Manage images

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

新增 讀者證布局 時以此工具上傳的照片將出現在選單內。經由 ImageLimit 系統偏好限制上傳的照片數 (不含讀者照片)。

重要

照片必須小於500K。

說明

以此工具上傳的照片不得少於300dpi，這是列印的最低品質。

在螢幕中央是一個簡單的上傳表單，瀏覽電腦的檔案，選定後給個容易辨識的名稱。

檔案上傳後，出現確認訊息。

照片與其他資料將顯示在頁面的右手邊。

勾選照片右方盒，再按下 『刪除』 鈕，就能刪除照片。

Batch patron deletion/anonymization

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

此工具允許批次匿名流通紀錄 (圖書館仍保留館藏借出次數的資料 - 但沒有借閱者的資料) 或批次刪除讀者 (從系統裡完全移除)。

重要

不能儲存還有罰款待繳或待還館藏的讀者。不能從系統移除他們 (祗能從 delete_borrowers 表單移除)，但此工具不提供其他的選項。

重要

使用此工具前建議先備份資料庫。改變後無法復原。

重要

若 AnonymousPatron 偏好的值無效則匿名化不會成功。

刪除或匿名讀者

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

• 改變資料前，先鍵入日期

• 尋欲刪除的讀者

  • 指定日期後不曾借出館藏的讀者

  • 指定日期前就已到期的讀者

  • 是特定的 讀者類型

  • 是在 讀者清單

• 勾選 『下一步』

• 將出現確認訊息，讓您確認將進行的工作

  

• 勾選 『完成』 將刪除或匿名您的資料

  

批次讀者修改

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

此工具允許批次編輯讀者記錄。上傳讀者號檔案 (一號一行)，選擇 讀者清單 或掃瞄讀者號。

上傳檔案或掃瞄條碼後可按 『繼續』 鈕。將出現包括剛才改變的者清單。

每個文字盒左邊有勾選盒。用來清除欄位裡的值。

重要

不能清除必備欄位的值。

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.

改變之後，勾選 『儲存』 Koha 將出現改變後的讀者紀錄。

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.

備註

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:

以標籤工具管理標籤。首次使用此工具時，出現待評審的標籤清單，或被館員拒絕的標籤清單

• 點選標籤詞彙，就可看到所有的相關題名

  

  • 按題名右方的 『移除標籤』 鈕，就可以移除個別題名的標籤。

• 勾選個別詞彙列的 『核准』 鈕或勾選所有的詞彙再選取表單下的 『核准』 鈕，都可以核准欄號。

• 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.

標籤被審核通過或拒絕後，將移到適當的標籤清單。所有標籤的摘要將顯示在螢幕右方。

即便已通過或拒絕的標籤，仍可移至其他清單。檢視通過的標籤時，有個拒絕的選項：

在螢幕右下方的搜尋盒裡，鍵入術語，即可搜尋該術語的合法性 (或許使用指定的標籤審核 字典)

最後以左方的篩選器搜尋標籤。

Upload patron images

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

若 允許讀者照片 附加在讀者紀錄內，就可以大批上傳讀者照片。也可用這些照片新增 讀者證。

• 新增文字檔，並命名為 「DATALINK.TXT」 或 「IDLINK.TXT」

• 每列的內容是讀者證號碼以及逗點 (或定位) 和照片檔名

  

  • 確定您TXT檔為純文字檔，不是RTF檔。

• 關閉文字檔與圖像檔

• Go to the Upload patron images tool

  

• 對單一照片而言，點選該照片檔案，並鍵入讀者號

• 多筆圖片時，選擇上傳一個壓縮檔

• 上傳之後，出現確認訊息

  

  重要

  每張照片的大小不能超過 100K，建議解析度不超過 200x300 圖素。

目錄

批次館藏刪除

• 到那裡： 更多 &gt; 工具 &gt; 目錄 &gt; 批次刪除館藏

此工具允許刪除批次館藏紀錄。

從工具裡，可選擇上傳條碼檔或館藏代號，或從上傳工具下的盒裡，逐一掃瞄館藏。

上傳檔案或掃瞄條碼後，可按 『繼續』 鈕。

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』.

檔案 (或條碼清單) 內超過 1000 個條碼後，Koha 就不會顯示該清單。仍可刪除它們，但不能選擇刪除特定條碼或書目紀錄。

若館藏已借出，按下 『刪除選定的館藏』 後，將出現錯誤訊，該館藏不能刪除。

可以被刪除的館藏，它們將顯示確認刪除的訊息。

批次館藏修改

• 到那裡： 更多 &gt; 工具 &gt; 目錄 &gt; 批次修改館藏

此工具顯示批次修改的館藏紀錄。

從此工具可上傳條碼檔或館藏代號，或從上傳工具下的盒裡逐一掃瞄館藏。可使用 預設框架 裡的預設值再編輯館藏的內容。

上傳檔案或條碼後就可按 『繼續』。

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.

說明

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

從編輯表單勾選欲編輯的欄位。按欄位右方的勾選盒自動清除其內容再鍵入新的值。

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.

改變之後，將出現結果館藏。

說明

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

批次刪除記錄

此工具可以取得批次的書目或權威紀錄並允許您刪除該等紀錄及其館藏紀錄。

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.

將提示不能借出的館藏。

選欲刪除的紀錄再按 『刪除選定的紀錄』 鈕就可。

批次修改紀錄

• 到那裡： 更多 &gt; 工具 &gt; 目錄 &gt; 批次修改館藏

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.

使用工具時將詢問您：

• 選擇是否編輯書目或權威紀錄

• 鍵入書目記錄號或權威記錄號

  • 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.

鍵入資訊再按 『繼續』

將出現可編輯記錄的清單。可以不勾選記錄前的勾選盒暫時不編輯該等記錄。

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

全部修改後可按 『修改指定記錄』 鈕則儲存修改後的記錄。

依年齡自動修改館藏

• 到那裡： 更多 &gt; 工具 &gt; 目錄 &gt; 依年齡自動修改館藏

達到一定年限的館藏，可用此工具更新館藏的指定欄位。

說明

需有 items_batchmod 權限才能使用此工具

重要

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

若還沒有新增任何規則，則在工具頁面就能看到 『新增規則』。按了該鈕就能新增規則。

若已有規則，則出現 『編輯規則』 鈕。按了頁面最下方的 『編輯規則』 鈕也能新增規則

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

在顯示的表單可以設定：

• 館藏將新增的時間 (天)

• 啟動新增的時機 (條件)

• 執行腳本時改變的部份 (取代)

做好之後，可以按 『新增此規則』 連結新增該規則，或按 『送出此等規則』 鈕，儲存所有的改變。

Export data

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

Koha 內建的工具允許匯出大量的書目、館藏與權威資料。把它們寄送給其他圖書館、機構或服務；或祗供備份之用。

Export bibliographic records

在螢幕上方，需選取匯出的資料。若匯出書目紀錄，含或不含館藏資料，則點選 『匯出書目紀錄』 鈕。

• 填寫表格選擇匯出的資料範圍 (所有欄位都是選項)

  

  • 從以下的選項限制您的匯出

    • 限制書目號的範圍

    • 祗限特定館藏類型

      • 重要

        使用 item-level_itypes 偏好的類型為限制。若把 item-level_itypes 設為 『特定館藏』 且無該書目紀錄任何館藏則不會匯出任何資料。需把 item-level_itypes 偏好設為 『書目紀錄』 才能取得該類型的所有目紀錄。

    • 祗限特定圖書館或群組

      • 重要

        這是篩選器：若為預設值 (勾選所有圖書館) 或勾選部份圖書館，將不會匯出沒有館藏的書目記錄。必須 『清除全部』 (即不選任何圖書館) 才能夠取得沒有館藏的書目記錄。

    • 限制索書號的範圍

    • 祗限採訪日期範圍

  • 可以下載書目紀錄號為檔案供匯出之用。延伸檔名必需是 .csv 或 .txt

    

  • 接著選擇匯出時略過的部份

    

    • 預設匯出館藏，點選 『不要匯出館藏』 盒，就能祗匯出書目資料

    • 勾選 『移除未在地館藏』 盒，限制祗能匯出登入圖書館或選定圖書館的館藏 (或將 『Library』 欄位設為 『All』)

    • 也可選擇不要匯出的欄位。與其他單位共享資料時，送出之前先刪除在地資料的欄位

  • 最後選擇檔案類型與檔名

    

    • 選擇匯出資料為機讀編目格式或marcxml格式

    • 選擇儲存檔案的名稱

  • 勾選 『匯出書目紀錄』

Export authority records

在螢幕上方，需選取匯出的資料。若匯出權威紀錄，則點選 『匯出權威資料』 鈕。

• 填入表單以限制權威紀錄匯出的範圍與類型(所有欄位都是選項)

  

• 或者您可選擇匯出的權威號碼檔案

檔案類型必須是 .csv 或 .txt

• 接著以空格 (不是逗點) 區隔不要匯出的欄位

  

  • 祗要鍵入200，就能排除200所有的分欄

  • 鍵入100a 欄位值，就能排除欄位 100 的分欄 『a』

• 最後選擇檔案類型與檔名

  

  • 選擇匯出資料為機讀編目格式或marcxml格式

  • 選擇儲存檔案的名稱

• 勾選 『匯出權威紀錄』

庫存

• 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』.

備註

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.

備註

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:

• 客製化書標布局

• 設定客製化讀者證布局供列印

• 建立與管理批次書標

• 批次匯出單筆或多筆

• 以批次匯出單筆或多書書標

• 以下列三種格式之一匯出書標資料：

  • PDF - 可以被標準的PDF閱讀器讀取，標示為可直接由列表機列印

  • CSV - 選定標籤的布局後，匯出標籤資料，以備其他應用程式使用

  • XML - 包括其他匯出格式

模板

• 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』.

以顯示的表單，可以設定書標與讀者證的模板。

• 『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.

  

• 可以從代理商的包裝或網站找到尺寸、列與行數。

  • 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

    

  • 重要

    未指定模板的左邊界時，則使用預設值 3/16」 (13.5 點)。

  • 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

    

• 設定檔是一組適用於指定模版的 「調整」，於列印之前補償特定印表機的偏移 (指定給該印表機)。

  • 挑選列印的設定檔前，先試印幾張讀者證，就能看出印表機/模版組合的可行性。

  • 發現列印文件的異常後，可以 新增設定檔 並指定該模板。

儲存之後，模版將出現在 『書標模板』 之下的 『管理』 區塊。

設定檔

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

設定檔是一組適用於指定 模版 的 「調整」 於列印之前補償特定印表機的異常 (指定給該印表機)。設定模版後列印樣本資料，若發現館藏並未出現在預期的位置，就該給該印表機一個設定檔，指示上下左右的位移值。

印出的書標如你所願，則不需要設定檔。

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』.

以顯示的表單，可以新增設定檔以彌補模板的任何問題。

• 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.

  

• 位移係指整張照片偏移垂直或水平中心，潛行則指書標在頁面偏移或上下移動

  • 對這些值而言，負數把錯誤向上與向左移動，正數把錯誤向下與向右移動

  • 例如：文字是 .25」 由第一個標籤的左緣開始，.28」 從第二個標籤的左緣開始 .31」 從第三個標籤的左緣開始。表示水平的點設為 .03」。

儲存之後，您的設定檔將顯示在 『印表機設定檔』 下的 『管理』 區塊。

儲存新的設定檔後，可回到模板清單並選擇編輯該模板。

布局

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

布局用於定義書標上的欄位。

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.

• 布局的名稱沒有限制祗要能辨識就夠了。

• 選擇條碼的編碼格式 (Code 39是最常用的)

• 布局類型可以是書目資料與條碼的組合。書標可以是純書目的但流通館員可使用譏書的書目/條碼組合。

  • 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.』

  • 以架構檢視器 (http://schema.koha-community.org) 查看以下的資料表單找到適合的欄位名稱：

    • 使用以下資料表單的所有欄位：items, biblioitems, biblio, branches

      

• 選定繪製書標的工具

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

  說明

  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.

儲存之後，您的布局將出現在 『管理布局』 頁面。

批次

• 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:

從新增標籤工具裡新增批次

進入含可掃瞄條碼輸入盒空白批次頁面，並在下方有個 『新增館藏』 鈕。

可以把條碼掃瞄入盒並按 『新增館藏』 鈕或讓條碼盒空白直接按下 『新增館藏』 鈕。條碼盒空白時按 『新增館藏』 鈕，將打開新的搜尋視窗讓館員搜尋館藏加入批次。

從搜尋結果裡，點選打算館藏旁的盒，再點選 『新增加入』 鈕，就能將該館藏加入批次。也可一個個勾選館藏左方的 『新增』 連結。

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).

有三個選項：PDF、Excel與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.

說明

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

  說明

  此工具不使用布局與模板，直接列印書標。

  • 在 SpineLabelFormat 系統偏好裡設定列印書標的欄位

  • 編輯在 /intranet-tmpl/prog/zh-Hans-TW/css/ 找到的書標列印格式 spinelabel.css

需要圖書的條碼，才能使用此工具列印書標。

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.

重要

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

轉移巡迴書庫將：

• 變更即將轉移的館藏至新的館藏地

• 啟動轉移程序從原位置/儲存圖書館至現在位置/儲存圖書館。收到館藏後應先還入才算完成轉移。

可以用以下的方法之一轉移巡迴書庫：

• 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」.

  重要

  為了完成轉移程序，應先還入至巡迴書庫的圖書館。甚狀態就不會是 「轉移中」。

若巡迴書庫的館藏被還入非巡迴書庫的圖書館，將出現提示訊息，並警示圖書館員將該館藏送至適當的地方。

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.

說明

• 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

說明

• 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.

MARC 修改模板

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.

此工具協助您以MARC框架編修來自供應商的MARC記錄。系統允許新增腳本執行複製、移動、新增、更新與刪除欄位的工作。

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』

• 進入欄位942分欄c

• 鍵入 『EBOOK』 的值(或其他電子書館藏類型的代碼)

• 藉著提供的說明，曰後可以辨識該作為

• 勾選 『新增作為』

  說明

  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.

每個作為都可以有額外的選項，檢查其值或其他欄位的內容。如：若館藏記錄沒有索書號，您可以加入新的索書號。

• 選擇 『複本』

• 決定複製此欄位的第一個或全部的內容

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

• 進入欄位952分欄o複製至

• 選擇 『if』

• 進入欄位952分欄o

• 選擇 「不存在」

• 藉著提供的說明，曰後可以辨識該作為

• 勾選 『新增作為』

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.

• 選擇 『複製與貼上』

• 選擇複製欄位內第一個出現的或所有出現的

• 進入欄位020分欄複製至

• 進入欄位 020 分欄 c 並複製至

• 勾選 『RegEx』 盒並鍵入正規表示式 (本例為 s/\$// )

• 選擇 『if』

• 進入欄位 020 分欄 c

• 選擇 「匹配」

• 勾選 『RegEx』 盒並鍵入正規表示式 (本例為 m/^\$/ )

• 藉著提供的說明，曰後可以辨識該作為

• 勾選 『新增作為』

  說明

  每次使用模板時，都會更新包括變數在內的值。目前，系統支援兩個變數 __BRANCHCODE__ 取代現有的分館代碼，以及 __CURRENTDATE__ 置換目前的標準曰期格式 ( YYYY-MM-DD )。

可使用正規表示式加入圖書館的 URL 代理伺服器於 MARC 紀錄連結之前。

• 選擇 『複製與貼上』

• 選擇複製欄位內第一個出現的或所有出現的

• 進入欄位 856 分欄 u 複製至

• 進入欄位 856 分欄 u 複製至

• 勾選 『RegEx』 盒並鍵入正規表示式 (本例為 s/^/PROXY_URL/ )

• 藉著提供的說明，曰後可以辨識該作為

• 勾選 『新增作為』

參考下面的範例選擇 『複製』 或 『複製與取代』：

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

若選擇 (a) 複製欄位 245 至 300，則得到：

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

若選擇 (b) 複製分欄 245$a 至 300$a，則得到：

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

可以從螢幕上方看到儲存的作業。可以用左方的箭頭移動該等作業。

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

• 到那裡： 更多 &gt; 工具 &gt; 目錄 &gt; 待匯入的 MARC 記錄

此工具可用於匯入儲存為 MARC 格式的書目與權威記錄。Koha 以兩步驟匯入記錄。首先是匯入為待處理記錄。

• 首先從您的電腦找到 MARC 檔案

  

• 接著出現紀錄對映與館藏匯入選項

  

  • 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

    

  • 選擇是否需要搜尋對映的紀錄

    

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

      備註

      You can set up record matching rules in the administration area

      

      • 採用 ISBN 對映規則時 Koha 將祗處理精準對映。若 ISBN 對映不合用可改變 AggressiveMatchOnISBN 偏好為 『做』 並再執行匯入工作。

    • 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.

      備註

      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

• 勾選 『待匯入』

• 匯入 MARC 時，出現確認訊息

  

  • 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.

• 從階段紀錄清單裡，選取欲完成匯入的檔名

  • Note that records that have already been imported will say so under 『Status』

  備註

  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.

• 框架選項之下是將匯入的紀錄清單

  

  • 完成匯入前，先審核您的摘要，確試匹配規則運作運利，如預期顯示紀錄

  • 對映資訊出現在 『對映詳情欄』

    

    而且當按下 『差異』 下的 『檢視』 連結時，您可看到版本間的差異。

    

• 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

  

• 勾選 『清除』 鈕，就能清除批次

• 顯示確認訊息

  

  • 接受刪除，且該等目錄將從資料庫中移除，狀態將改為 『清除』

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.

• 鍵入附加在此影像的紀錄書目號。不等於條碼，它是系統產生的號碼。

  • 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』.

• 在 『檔案類型』 區塊下選擇 『Zip 檔案』

• 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.

• 勾選 『處理照片』

• You are presented with a summary of the upload.

  

  重要

  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.

其他工具

行事曆

• 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

新增事件前，選擇適用此閉館日的圖書館。新增事件後應選定該事件適用於單一圖書館或所有圖書館。新增事件，祗要

• 勾選行事曆的日期，加入終止的時間

  

• 於行事曆上方的表單內，鍵入閉館資訊 (詳情請按選項右方的問號 [?])

  • 根據從頁面上方的下拉選單選定的圖書館，圖書館將自動補入

  • 日期資訊將根據點選的行事曆自動更新

    • 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

  • 接著可選擇此事件為單一事件或重複事件。

    • 『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

      說明

      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)

      說明

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

  • 最後設定事件適用於所有圖書館或祗適用於單一圖書館

    • 以行事曆下方的複製選單把所有假日複製至其他分館

      

• 儲存之後，您可在行事曆右方看到事件清單摘要

  

Editing events

編輯事件

• 勾選行事曆的事件，以改變它(勾選行事曆的日期，不是摘要)

  

• 在此表單內可以編輯或刪除假日。

  • 必須按 『儲存』 鈕才算完成編修。

• 按可重複事件將出現略有不同的選項

  

  • 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.

  • 必須按 『儲存』 鈕才算完成編修。

Additional help

新增或編輯事件時，可以勾選表單旁的問號，取得額外的說明

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』

  

  • 從採購單或虛擬書架裡選擇 『下載』 時，』設定檔』 名稱將顯示在匯出下拉選單

    

  • 從 『設定檔類型』 決定設定的欄位類型 (MARC 或 SQL)

    • 選擇 MARC 之後需鍵入 MARC 欄位

      

    • 若選擇 SQL 則需鍵入 SQL 資料庫的欄位

      

  • 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

  • 此 『CSV產生器』 是以字元區隔值與值的群組

    說明

    最常見的選項是逗點，因為大部份的試算表應用程式都能以逗點使用開放檔案。

  • 此 『欄位區隔字元』 是用於區隔重複的欄位

    • 例如：您可有多個650欄位，這是顯示在欄位的字元

      

  • 此 『分欄區隔字元』 是用於區隔重複的分欄

    • 何如：您可有多個$a分欄

  • 此 『編碼』 欄位讓您設定儲存檔案時使用的編碼方式

  • 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

    • 說明

      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.

• 選擇編輯的設定檔，並修改必要的欄位。

• 送出您的改變後，在螢幕上端出現確認訊息

  

• 按下 『送出詢問』 前，勾選 『刪除選定的設定檔』 選項，就能刪除設定檔

  

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.

備註

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.

選擇選單的不同組合，以產生詢問的紀錄檔。

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

備註

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

最新消息

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

Koha 的最新消息模組允許館員張貼最新消息至 OPAC、館員目錄與流通收條。

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

      

      備註

      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

備註

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.

• 鍵入資料於所有欄位後，點選 『送出』

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

    

    備註

    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

    備註

    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.

備註

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.

• 鍵入資料於所有欄位後，點選 『送出』

Task scheduler

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

工作排程是任何時間都可執行的報表排程。

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

• 伺服器現在時間(用於管理所有的報表 - 不是真的在地時間)

• 時間應鍵入為時時：分分(2個數字為時，2個數字為分)

• 應以彈出的日曆鍵入日期

• 從報表選取工作的報表

• 選是是否收取此結果的文字或連結

• 在 Email 欄位鍵入接收報表者的電子郵件

工作排程表單下，有排定報表清單

按下 『排程』 連結，就可從儲存報表清單執行報表排程

解決問題

若網站使用者沒有權限則不會執行工作排程。檢查 /etc/at.allow 查看使用者的權限。若沒有該檔案，則檢查 etc/at.deny 檔案。若 at.deny 內容為空白，則每個人都可以執行它。要求您的系統管理員把使用者加入正確的位置才能執行排定工作。

Edit quotes for QOTD feature

• 到那裡： 更多 &gt; 工具 &gt; 其他工具 &gt; 編輯每日一句

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

新增引句：

• 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

  警告

  必須在 『來源』 與 『內文』 欄位鍵入資料才能儲存新的引句。

• 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.

備註

將提示確認上傳的檔案大於512KB。

• 勾選螢幕上方的 『匯入引句』 鈕啟動匯入程序

  

• 進入匯入引句螢幕後可從電腦內選取欲匯入的檔案

  

• 選定CSV檔案後，點選 『開啟』 鈕，該檔案將上傳至暫存編輯表。

  

• 按下 『來源』 或 『文字』 欄位就能夠編輯該清單的內容。完成欄位的編輯後，按 <Enter> 鈕儲存該內容。

  

• 完成之後，按上方工具列的 『儲存引句』 鈕儲存引句。

  

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』.

上傳

• 到那裡： 更多 > 工具 > 其他工具 > 上傳

從 編目表單 上傳檔案供選擇。

上傳檔案

第一次進入上傳工具時，可能看到缺少類型的警示。

類型設定在 UPLOAD 類型的 容許值。若沒有上傳類型，則把檔案暫存，在重新啟動伺服器時將被刪除。一但在 UPLOAD 容許值類型內有了資料，可在 『瀏覽』 鈕下看類型的下拉選單。

瀏覽電腦的檔案，選擇類型並決定是否讓讀者經由 OPAC 下載。上傳之後，還有確認程序。

Search files

上傳的檔案都可以經由上傳表單搜尋。使用該表單可搜尋檔案名稱的任何部份及 Hashvalue。搜尋上傳檔案

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.

說明

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.