Catalogazione

Before you start cataloging in Koha you’re going to want to do some basic setup. Refer to the Implementation checklist for a full list of these things. Most importantly you’re going to want to make sure that your MARC bibliographic frameworks are all defined the way you want. Once in the cataloging module you will not be able to add or remove fields and subfields so your frameworks must be ready before you start cataloging.

You can also use OCLC Connexion to send records directly in to Koha. For more information on that please review the OCLC Connexion Gateway setup Appendix.

• Vai a: Più > Catalogazione

Bibliographic records

In Koha the bibliographic record contains the main information related to the material. This includes things like the title, author, ISBN, etc. This information is stored in Koha in Marc (different flavors of Marc are supported in Koha). Once this information is saved, item records can be attached.

Adding records

I record bibliografici possono essere aggiunti a Koha tramite catalogazione originale o derivata. È possibile utilizzare l’interfaccia di catalogazione di base o quella avanzata.

Se vuoi catalogare un record partendo da un template vuoto nell’interfaccia di catalogazione di base

• Click “New record”

  Nota

  The “New record” button will open the default bibliographic framework. If you want to use a different framework, click the small arrow to the right of the “New record” button and choose the framework.

  

  Nota

  You can create or modify frameworks in the Administration module.

Se vuoi catalogare un record partendo da un template vuoto partendo dall’interfaccia di catalogazione avanzata

• Enable the EnableAdvancedCatalogingEditor preference

• Fare clic sul pulsante “Editor avanzato”

  

If you want to catalog a record based on an existing record at another library in the basic or advanced editor

• Clicca “Nuovo da Z39.50/SRU”

• Click on the arrow to pre-select a framework for your imported your catalog record (the Default framework is used if you do not make a selection).

  

  • Cerca le opere che vuoi catalogare

  Nota

  Se non vengono trovati risultati, prova a cercare su meno campi. Non tutti i server Z39.50 offrono la ricerca su tutti i campi sopraelencati.

• Search targets can be altered by using the Z39.50 admin area.

• The display of extra MARC fields and subfields can be configured via the AdditionalFieldsInZ3950ResultSearch preference.

• From the results” “Actions” button you can view the MARC or Card view for the record or choose to import it into Koha.

  

  Nota

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

  • Se non trovi l’opera che cerchi tra i risultati della ricerca Z39.50, puoi provare a cliccare «Prova un’altra ricerca» a sinistra in basso

    

Basic editor cataloging

Nell’editor di base dopo aver aperto una griglia vuota o aver importato un record via Z39.50, ti verrà presentata la form per continuare a catalogare

• If you would rather not see the MARC tag numbers you can change the value in your hide_marc system preference or each user can check the box next to “Show tags” found under “Settings”.

  

• Per espandere un tag compresso, clicca sul suo numero

• To get help from the Library of Congress on a MARC tag click the question mark (?) to the right of each field number

  • It is possible to change the source of the MARC documentation using the MARCFieldDocURL system preference

  • Se ti sembra che ingombri lo schermo, puoi nascondere i punti interrogativi togliendo la spunta alla casella “Mostra i link alla documentazione MARC” che trovi nel menu “Impostazioni”

• Sometimes fields may not be editable due to the value in your BiblioAddsAuthorities system preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field.

  

  • Se appare questa icona, premi sui tre puntini a destra del campo per cercare una voce di autorità esistente.

    

  • Dalla lista dei risultati, scegli “Utilizza authority” per copiare il valore nel record bibliografico

    

• Per duplicare un campo clicca sull’icona “Ripeti questo tag” a destra del tag

  

  • Per spostare i sottocampi nell’ordine desiderato, clicca la piccola freccia verticale a sinistra del campo

  • Per duplicare/rimuovere un sottocampo clicca sull’icona clona/cancella alla destra del campo

    

  • Per rimuovere un sottocampo (se ce n’è più di uno dello stesso tipo), premi il link “(-)” a destra del campo

• To use a plugin click on the icon to the right of the field

  

  • Alcuni campi a lunghezza fissa hanno l’editor che cambia in funzione del tipo di materiale che stai catalogando (per esempio i campi 006 e 008)

    

• Quando hai finito clicca il tasto “Salva” in alto e scegli se salvare e vedere il record bibliografico appena creato oppure continuare con l’aggiunta delle copie collegate al record

  

  • Se scegli Salva e vedi il record vedi il record che hai appena catalogato

  • Se scegli Salva e modifica le copie dopo aver salvato il record bibliografico arrivi a aggiungi/modifica le copie così puoi collegare il posseduto

  • Se scegli Salva e continua a modificare salvi il lavoro fatto e rimani in modifica per continuare a lavorare

• Se stai per salvare un record duplicato, riceverai un avviso prima del salvataggio

  

  Nota

  To find possible duplicates, the system searches for the ISBN, and if there is not ISBN, it searches for the same combination of title and author.

• If mandatory or important fields or subfields are not filled, the system will give a warning. Click “Go to field” to go to the problematic field and correct it.

  

  If you scrolled down and need to see the warning again, click the “Errors” button at the right of the toolbar.

  

  Nota

  Important fields or subfields will not prevent from saving the record.

  Only mandatory fields or subfields will block saving.

Advanced editor cataloging

In order to use the Advanced cataloging editor you need to enable the EnableAdvancedCatalogingEditor preference.

Nota

This feature does not currently include any support for UNIMARC or NORMARC fixed fields.

Nell’editor avanzato dopo aver aperto una griglia vuota o aver importato un record via Z39.50, ti verrà presentata la form per continuare a catalogare

Utilizzando la casella di ricerca a sinistra è possibile eseguire ricerche Z39.50

E da quei risultati di Z39.50 è possibile visualizzare il record marc cliccando sul link a destra

Facendo clic su “Importa” porterà il record nell’editor in cui è possibile eseguire le modifiche

Nota

Quando aggiungi un nuovo record con l’editor avanzato, devi inserire un underscore per un indicatore vuoto e circondare gli indicatori con spazi.

Nota

Devi inserire uno spazio prina del primo delimitatore di sottocampo ma non prima o dopo gli altri delimitatori di sottocampo all’interno del campo.

At the bottom of the editor you will see help from the Library of Congress for the field you are on. In cases where your MARC is invalid you will see red highlighting. To edit the record using only keyboard functions the Keyboard shortcuts button will inform you of the necessary commands.

A clipboard is available to copy and paste text between fields. See the image and table below for the shortcuts used with the clipboard.

Advanced cataloging keyboard shortcuts

Le seguenti scorciatoie da tastiera possono essere utilizzate nella catalogazione avanzata per risparmiare tempo e click.

Scorciatoia	Comportamento
Ctrl-C	Copy current field
Shift-Ctrl-C	Copy current subfield
Ctrl-X	Delete current field and copy to “clipboard”
Shift-Ctrl-X	Delete current subfield and copy to “clipboard”
Alt-C	Insert copyright symbol (©)
Alt-P	Insert copyright symbol (℗) (sound recordings)
Ctrl-D	Inserisci delimitatore (‡)
Ctrl-I	Copy current field on next line
Shift-Enter	Inserisci a capo
Shift-Ctrl-L	Link field to authorities
Inserisci	Nuovo campo sulla nuova linea
Tab	Sposta alla posizione successiva
Ctrl-P	Paste selection from “clipboard”
Shift-Tab	Ritorna alla posizione precedente
Ctrl-H	Ricevi aiuto sul presente sottocampo
Shift-Ctrl-K	Toggle Keyboard
Ctrl-S	Save record (cannot be remapped)

Advanced cataloging virtual keyboard

A virtual keyboard is available for adding diacritics and symbols. Use the shortcut Shift-Ctrl-K to display the keyboard. A “Keyboard layouts” button will display at the top of the advanced editor that allows you to set the virtual keyboard layout for different languages.

Macros in advanced cataloging

Per creare una nuova macro:

• Select the «Macros…» button

• Apparirà un finestra pop up. In questa finestra seleziona «Nuova macro …», inserisci il nome della macro e clicca su OK.

• Ora clicca alla destra del piccolo numero 1 e inserisci la prima linea della tua macro. Per una macro multilinea, per esempio perchè lavori più campi, dai invio cosi che appaia un piccolo numero 2. Ora inserisci la seconda linea e continua così via via.

• Le tue macro verranno salvate automanticamente. Quando hai finito puoi selezionare la «x» per chiudere la finestra, o seleziona una macro da far girare sul record che stai modificando o seleziona una nuova macro da far girare.

Per modificare una macro esistente:

• Select the «Macros…» button

• Apparirà un finestra pop up. In questa finestra seleziona la macro che vuoi modificare e fai i tuoi cambiamenti.

• Le tue macro verranno salvate automanticamente, quando hai finito puoi selezionare la «x» per chiudere la finestra, o seleziona una macro da far girare sul record che stai modificando o seleziona una nuova macro da far girare.

La sintassi di base del linguaggio delle macro:

• new 500=‡aEdited with Rancor

  • Crea un nuovo tag 500 con un sottocampo ǂa e lo imposta a «Edited with Rancor».

• 245c= by J.K. Rowling.

  • Imposta il primo sottocampo ‡c del primo tag 245 nel record a «di J.K. Rowling», creandolo se necessario.

• 082a={084a}

  • Imposta il sottocampo ǂa del primo tag 082 (creando il sottocampo se necessario) al contenuto del primo 084‡a.

• indicators=_1

  • Imposta gli indicatori dell’ultimo tag citato (in questo caso, 082) a “_” e «1».

• new 090a=Z674.75.W67

  • Crea un nuovo sottocampo ǂa sul primo 090 (ma solo se quel campo già esiste) e lo imposta a Z674.75.W67.

• new 090a at end=Z674.75.W67

  • Idem come sopra.

• nuovo 245b dopo a = a tale of might and magic /

  • Crea un nuovo ‡b dopo il primo sottocampo a e lo imposta a » a tale of might and magic /».

• delete 245b

  • Cancella il primo ‡b nel primo 245

Importing records

It is possible to import both bibliographic and authority MARC record files in Koha. The files to import can be either in MARC or MARCXML format.

Importing records into Koha includes two steps.

1. The first is to stage records for import, which prepares the records, and imports them in the reservoir.

2. The second step is to import the prepared, or «staged», files from the reservoir into the catalog.

Staging records for import

• Get there: More > Cataloging > Import > Stage records for import

• First, find the MARC file on your computer

  

• Next, you will be presented with options for record matching and item

  imports

  

  • 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 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

    

  • Choose whether or not you want to look for matching records

    

  • 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

    Nota

    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

    

• Click “Stage for import”

• The record staging will be treated as a background job. A progress bar will let you know how the job is progressing.

  

• Click “View detail of the enqueued job” to see the summary of the staging

• You will be presented with a confirmation of your MARC import

  

  • 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 records tool by clicking on the “View batch” link.

  • 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

Managing staged records

• Get there: More > Cataloging > Import > Manage staged records

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

• From the list of staged files, click on the file name that you want to finish importing

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

  Nota

  If you’re coming directly from the Stage 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.

• Below the framework selection there will be a list of the records that will be imported

  

  • Review your summary before completing your import to make sure that your matching rule worked and that the records appear as you expect them to

  • 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.

    

    For each match, you can choose to ignore the match by selecting the “Ignore matches” radio button. If more than one matching record was found, they will all be listed and you can choose with which to match your incoming record.

    

    If “Ignore matches” is selected, the action chosen in “Action if no match is found” from the staging step will be applied.

    Nota

    Here are the different behaviors depending on the “Action if matching record found” choice from the staging step and if a match is selected or if “Ignore matches” is selected.

    Action if matching record found	Match selected	“Ignore matches” selected
    Replace existing record with incoming record	Incoming record replaces selected matching record	“Action if no match is found” is applied
    Add incoming record	Incoming record is added	Incoming record is added
    Ignore incoming record	Incoming record is ignored	“Action if no match is found” is applied

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

• The record importation will be treated as a background job.

  

• You will be presented with a confirmation of your MARC 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

  

• To clean a batch, click the “Clean” button to the right

• You will be presented with a confirmation message

  

• Accept the deletion and the records will be removed from the reservoir and the status will be changed to “cleaned”

Adding analytic records

Alcune volte le biblioteche offrono agli utenti la possibilità di ricerca degli articoli di rivista e quelli all’interno di monografie tramite la catalogazione analitica. La catalogazione analitica crea dei record separati per questi articoli, capitoli, sezioni eccetera compresi in una risorsa più estesa, sia un libro, un articolo di rivista, quotidiano o seriale. Nella catalogazione analitica, sebbene venga creato un record separato, questo non è fisicamente separato dalla copia superiore. Maggiori informazioni sugli Analitici al capitolo 13 dell’AACR2.

If you would like to catalog analytic records there are two options. One is to use the Easy Analytics function; the other is the Analytics enhanced workflow.

Easy analytics

The easy analytics feature makes linking analytic records together easier. The first thing you need to do is set the EasyAnalyticalRecords preference to “Show” and the UseControlNumber preference to “Don’t use.”

After cataloging your analytic record (see adding records for more on creating records) click “Edit” from the normal view and choose to “Link to host item”

Ti verrà chiesto di inserire il barcode della copia a cui questo record deve essere collegato.

Dopo aver indicato il barcode della copia e aver cliccato “Scegli”, ti verrà presentato un messaggio di conferma.

Il record avrà ora il campo 773 riempito per definire il legame.

To view all of the items tied to the host record, do a search for the record, click the “Analytics” tab on the left and the analytics tied to each barcode will be shown under the “Used in” column.

Nota

It is also possible to create analytic records from this screen by clicking on “Create analytics”

You can also see the analytics attached to this record by clicking the “Show analytic” link towards the top of the record in the normal view.

Quando guardi un record analitico puoi vedere anche un collegamento alla copia della superiore nella colonna Record superiore nella tabella delle copie mentre guardi la tabella Analitici.

Analytics enhanced workflow

To use the enhanced workflow method of adding analytics, the first thing you need to do is set the EasyAnalyticalRecords preference to “Don’t show” and the UseControlNumber preference to “Use.”

After cataloging your original record (see adding records for more on creating records) click “New” from the normal view and choose to “New child record.”

This will open a new blank record for cataloging. The blank record will have the 773 field filled in properly to complete the link once the record is saved.

The “Show analytics” link from the host record will now use the hosts record control number (001) to search for all records on the system of the type “monographic component part” or “serial component part” (Leader position 7) with a 773 subfield w that contains the hosts record control number.

Editing analytics

If you have linked an analytic record incorrectly you can remove that link by editing the analytic record (not the host record).

To do this, go to the analytic record and click the “Edit” button. For UseControlNumber simply edit or remove the corresponding 773.

If using EasyAnalytics choose to “Edit items”; To the left of each item you will see two options.

• Clicking “Edit in host” will allow you to edit the item on the host record.

• Cliccando “Sgancia” verrà rimosso il campo 773 e il relativo link tra scheda analitica e madre.

Editing records

To edit a record you can click the “Actions” button and choose “Edit biblio” from the search results on the cataloging search page

oppure cliccare il tasto Modifica nel record bibliografico e scegliere “Modifica il record”

Il record si aprirà nell’editor MARC

The alternative is to search via Z39.50 to overlay your record with a fuller record found at another library. You can do this by choosing “Replace record via Z39.50/SRU” from the “Edit” menu.

Once you choose that, you will be brought to a Z39.50 search window to search other libraries for the record in question.

Quando hai finito le modifiche, clicca “Salva”.

Batch record modification

• Get there: More > Cataloging > Batch editing > Batch record modification

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

• Record type: choose whether you’re editing bibliographic or authority records

• Enter the biblionumbers or authids of records to be edited, in one of three ways

  • Upload a file of biblionumbers or authids

  • Use a list;

    

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

    

• MARC modification template: finally choose the MARC modification template to use to edit these records.

Once you’ve entered your criteria click “Continue”

You will be presented with the list of records that will be edited. Next to each one is a checkbox so you can uncheck any records you would rather not edit at this time.

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

Once you’re sure everything is the way you want you can click the “Modify selected records” button and your records will be modified.

MARC modification templates

• Get there: More > Cataloging > Batch editing > MARC modification templates

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.

This tool is useful for altering MARC records from various vendors or sources. The system essentially allows one to create a basic script using actions to copy, move, add, update and delete fields.

Click on “New template” (a template can be made up of one or more actions), enter a name and click “Submit”.

Optionally, you can 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 942$c.

• Choose “Add new”

• Enter the field 942 and subfield c

• Enter the value of “EBOOK” (or whatever your ebook item type code is)

• Provide a description so you can identify this action later

• Click “Add action”

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.

Each action can also have an optional condition to check the value or existence of another field. For example you might want to add the call number to the item record if it’s not already there.

Nota

Editing item fields only works when using the template when staging records. Once records are in Koha, the item is “separated” from the record and can only be edited using the batch item modification tool

• Choose “Copy”

• 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

• Enter the 952 field and o subfield to copy to

• Choose “if”

• Enter the 952 field and o subfield

• Choose «doesn’t exist»

• Provide a description so you can identify this action later

• Click “Add action”

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

• Choose “Copy and replace”

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

• Enter the field 020 and subfield c to copy

• Enter the 020 field and c subfield to copy to

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

• Choose “if”

• Enter the 020 field and c subfield

• Choose «matches»

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

• Provide a description so you can identify this action later

• Click “Add action”

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.

• Choose “Copy and replace”

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

• Enter the field 856 and subfield u to copy

• Enter the 856 field and u subfield to copy to

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

• Provide a description so you can identify this action later

• Click “Add action”

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

Once your actions are saved you can view them at the top of the screen. Actions can be moved around using the arrows to the left of them.

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 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.

Duplicating records

Sometimes a copy of the record you need to catalog can’t be found via Z39.50. In these cases you can create a duplicate of similar record and edit the necessary pieces to create a new record. To duplicate an existing record click “Edit as new (duplicate)” from the “Edit” menu on the bibliographic record.

This will open a new MARC record with the fields filled in with the values from the original bibliographic record.

Edit as needed and save.

Nota

This will not change the original record.

Attaching files to records

Se si desidera caricare dei file su Koha è possibile farlo con poche impostazioni.

• Sarà necessario chiedere all’amministratore di sistema di impostare la variabile di configurazione “upload_path” per puntare alla posizione dove verranno memorizzati i file

  • You can see if your upload path is set correctly by visiting About Koha > System information. If there is an error you will see it there.

    

• You will want to be sure that your OPACBaseURL system preference is set appropriately

• You will want to add the upload.pl plugin to the 856$u subfield in one (or multiple) of your frameworks

Una volta che tutto è impostato, è possibile continuare con la catalogazione normale. Si vedrà un’icona del plugin accanto all’856$u che aprirà la finestra per l’upload e/o la ricerca

Da questo menu è possibile scegliere Sfoglia per trovare un file e allegarlo, o è possibile cercare files che hai caricato in precedenza utilizzando la casella di ricerca. Dai risultati di ricerca è possibile scegliere quali file allegare.

Una volta scelto il file verrà visualizzato come un link nel record MARC e sul display del dettaglio.

Nota

If the file is a PDF, it will be opened directly in the user’s browser whereas if the file is an image or another type of file, the user will be prompted to download it.

Adding cover images

Several free and paying services are integrated with Koha to provide cover images for your catalog, such as Amazon, Baker and Taylor, Google books, NovelList Select, Open Library, and Syndetics. Check the corresponding system preferences to enable the service of your choice.

There are other options such as a Coce image cache server, or having remote cover images with custom URLs.

Avvertimento

If you enable more than one service, you will have multiple cover images in your records.

Most of these services use the ISBN of the record to fetch the cover image from the provider.

Finally, you can upload your own images to your records with what is called Local cover images in Koha.

Avvertimento

Make sure you are respecting copyright when using images.

Adding a single local cover image

Before adding local cover images, make sure either the OPACLocalCoverImages system preference and/or the LocalCoverImages system preference is set to “Show”.

To upload local cover images staff need the upload_local_cover_images permission.

• In a bibliographic record, choose “Upload image” from the edit menu to add your cover image.

  

• Drag and drop the image to the area, or click on “Drop files here or click to select a file” a select the image file on your computer.

  

  Avvertimento

  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 (ask your system administrator).

• If the AllowMultipleCovers system preference is set to “Allow”, you will have the choice to replace existing covers or not. If the system preference is set to «Don’t allow», the image will replace existing cover images for this record.

  Nota

  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.

  

• Click “Process images”

Alternatively, you can access the cover image upload tool itself in Cataloging > Tools > Upload local cover image. You will then need to specify the biblionumber of the record for which you are uploading the image.

Nota

The biblionumber or bibliographic record number is not the same as the barcode, it is the system-generated number assigned by Koha to each bibliographic record. You can find the biblionumber in various place, namely:

• At the end of the URL in the address bar of your browser when on the record details page. The URL will look something like

  ::

  https://your-koha-staff-interface/cgi-bin/koha/catalogue/detail.pl?biblionumber=XXXX

• In the MARC tab of the record details page in the staff interface

  

Adding a batch of cover images

The tool to upload cover images also allows batches of images to be uploaded in a ZIP file.

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:

  ::

  506,2gentlemen.jpeg 779,asyoulikeit.jpg 138,selected-poems-oscar-wilde.jpg 41,sonnets.jpg 499,3rdhenry6.jpg 787,macbeth.jpg 102,sonnets2.jpg

  

  Avvertimento

  Make sure there are no extra lines or characters in the text file.

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

• In Koha’s staff interface, go to the upload cover image tool in Cataloging > Tools > Upload local cover image, and drag and drop or select the ZIP file from your computer

• The file type “ZIP file” should be selected

• If the AllowMultipleCovers system preference is set to “Allow”, you will have the choice to replace existing covers or not. If the system preference is set to «Don’t allow», the image will replace existing cover images for this record.

• Click “Process images”

• You are presented with a summary of the upload

  

Nota

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 interface, the cover images appear in the search results, in the record details page on the right of the title, and in the “Images” tab in the holdings table at the bottom.

In the OPAC, the cover images appear in the search results, in the record details page on the left of the title, and in the “Images” tab in the holdings table at the bottom.

Deleting a local cover image

To remove a cover image, you need the upload_local_cover_images permission.

• Click “Delete image” below the image in the “Images” tab in the staff interface.

  

Merging records

To merge bibliographic records together,

• Perform a search in the catalog to find the records that need to be merged.

• Check the boxes next to the duplicates to select them.

  

• Click «Edit» and choose the «Merge records» option

  

Nota

Alternatively, you can go through the cataloging module to merge bibliographic records.

After searching for the records in the cataloging search and selecting the records to be merged, click the “Merge selected” button at the top of the list.

• Choose which record to keep as the primary record, the other records will be deleted after the merge

  

• Choose which framework to use for the newly merged record

You will be presented with the MARC for all of the records, each accessible by a tab labeled with the biblionumber for this record. By default the entire first record will be selected.

• Uncheck the fields you don’t want in the final (destination) record from each source records

• Check the fields you want to add in the final (destination) record

Nota

Should you try to add a field that is not repeatable two times (like choosing the 245 field from both records) you will be presented with an error

Nota

If mandatory fields are missing in the destination record, Koha will not merge the records. You must select a value for mandatory fields.

If important fields are missing in the destination record, Koha will warn you, but will still merge the records.

Sotto i record da unire, c’è un’opzione per indicare i campi per il report. Questo vi permetterà di controllare i campi che appariranno sulla pagina di conferma dell’unione:

• Se non metti nulla, ti verrà presentato una pagina di conferma con i soli biblionumbers

  

• If you enter fields you will see those on the confirmation page.

  

  Nota

  You can set defaults for this report with the MergeReportFields system preference.

• Once you have completed your selections click the “merge” button.

The primary record will now contain the data you chose for it, as well as all of the items and acquisition information from both bibliographic records, and the second record will be deleted.

Merging bibliographic records with lists

Another way to merge together duplicate bibliographic records is to add them to a list and use the merge tool from there.

• Add duplicate records to a list

• Go to Lists and click on the list title to view the list

• Select the records to be merged

• Click the “Merge selected” button at the top of the list

Once you have selected the records to merge together the process is the same as merging via cataloging.

Deleting records

To delete a bibliographic record, click the “Edit” button and choose “Delete record”.

Bibliographic records can only be deleted once all items have been deleted. If you try to delete a bibliographic record with items still attached you will see that the delete option is grayed out. (See the Deleting items section of this manual to learn how to delete items.)

Batch deleting records

• Get there: More > Cataloging > Batch editing > Batch record deletion

This tool will take a batch of record numbers for either bibliographic records or authority records and delete all those records and any items attached to them in a batch.

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.

If a record you want to delete can’t be deleted, it will be highlighted.

Check the records you want to delete and click the “Delete selected records” button to finish the process.

You can also use the links at the top of the table to select only the records without items, holds, or subscriptions.

Item records

In Koha ogni record bibliografico può avere una o più copie collegate. Ogni copia contiene informazioni sullo specifico esemplare posseduto dalla biblioteca.

Adding items

After saving a new bibliographic record, you will be redirected to a blank item record so that you can attach an item to the bibliographic record. You can also click “Add/Edit items” from the cataloging search results

or you can add new item at any time by clicking “New” on the bibliographic record and choosing “New item”

La fattura richiamata da questo id (invoiceid) non esiste.

If you already have item templates, you can choose the template to apply and click “Apply template”. This will pre-fill the item form with the template values.

Infine se pensi di far circolare le copie, i seguenti campi devono essere specificati per le nuove copie:

• 2 - Source of classification or shelving scheme

• a - Home library

• b - Current library

• o - Full call number

  • If you’d like you can use the cataloguing plugin “call number browser” (cn_browser.pl) for this field. If it’s enabled you’ll see a … to the right of the field. When clicked that will open a call number browser window if the row is highlighted in Red then the call number is in use, if there is a thin Green line instead then the call number can be used.

    

• p - Barcode

• v - Cost, replacement price

  • Questo è il valore che viene addebitato all’utente quando segni come “Persa” una copia a lui prestata.

• 952$y - Koha item type

Per essere sicuro che questi valori vengano inseriti puoi renderli obbligatori nella griglia di catalogazione che usi e questi compariranno in rosso con un’etichetta “obbligatorio”. La copia non verrà salvata finché i valori non verranno inseriti.

Nota

To make item subfields required in a framework, edit the 952 field in the framework editor.

You can add a new authorized value directly from the add and edit item screen for any fields that are linked to authorized value categories such as Shelving location (subfield$c) or Collection code (subfield$8).

• Start to type the authorized value description, if a match is not found you will see the option “(Select to create)”.

• Click on this option to display a pop-up window where you can create you new authorized value.

• The authorized value category will be pre-populated from the field you are using, for example LOC for Shelving location, CCODE for Collection code. Take care when choosing your authorized value code. Refer to the notes on adding new authorized values for the correct format of these codes. Use the Description field for the actual value that will be displayed

• You can add authorized values in the same way from bibliographic and authority records.

Nota

You must have the manage_auth_values administration permission to add authorized values from cataloguing.

Below the add form there are 3 buttons for adding the item.

• “Add item” will add just the one item

• “Add & duplicate” will add the item and fill in a new form with the same values for you to alter

• “Add multiple copies of this item” will ask how many copies and will then add that number of items adding +1 to the barcode so each barcode is unique

  

• “Save as template” will save this item as an item template to reuse later.

  Avvertimento

  Saving as template will not save the item. It will only create the template.

Le copie aggiunte appariranno sopra la form

Nota

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

Le tue copie appariranno anche nella zona dei dettagli bibliografici del record mostrato.

If the SpineLabelShowPrintOnBibDetails system preference is set to “Show”, there will be a button to print a quick spine label next to each item.

Puoi filtrare il contenuto dei tuoi dati di copia cliccando il collegamento Attiva filtri. Appare una riga in alto e puoi digitare in ogni colonna per filtrare i risultati della ricerca

Adding and using item templates

You can create item templates to share and reuse in order to easily fill out the new item form.

Nota

Anyone who has the edit_items permission can create and share item templates, and delete their own templates.

However, the manage_item_editor_templates (or superlibrarian) permission is needed to manage item templates created by others.

Creating a new item template

To create an item template,

• Go to add a new item

• Fill out the item form with the values you want to add to the template

• Instead of saving the item, click the “Save as template” button

  

• Choose “Save as new template”

• Enter a template name

• Choose if you want this template to be shared with all other catalogers

• Click “Save”

Updating an existing template

To edit an existing template,

• Go to add a new item

• Choose the template to update at the top of the form

  

• Click “Apply template”

• Change the values as needed

• Click the “Save as template” button.

  

• Choose the template to update

• Choose if you want this template to be shared with all other catalogers

• Click “Save”

Using a template

To use a template,

• Go to add a new item

• Choose the template to update at the top of the form

  

• Click “Apply template”

• If checking “For session”, all new items will be based on this template, unless otherwise specified

• Change the values as needed

• Save the item

Deleting a template

To delete a template,

• Go to add a new item

• Choose the template to delete at the top of the form

  

• Click “Delete template”

Editing items

Le copie possono essere editate in diversi modi.

• Clicking “Edit” and “Edit items” from the bibliographic record

  

  Ciò aprirà una lista di copie in cui potrai cliccare sul bottone “Azioni” a sinistra della copia da modificare e scegliere “Edit”.

  

• Clicking “Edit items” beside the item on the “Items” tab

  

  Si aprirà l’editor della copia che vuoi modificare

  

• Oppure ancora cliccando “Modifica” e poi “Modifica copie via batch”

  

  Ciò aprirà lo strumento Modificare copie via batch <batch-item-modification-label> in cui puoi effettuare modifiche massive su tutte le copie del record in questione.

• You can also enable StaffDetailItemSelection to have checkboxes appear to the left of each item on the detail display. You can then check off the items you would like to edit and click “Modify selected items” at the top of the list.

  

• Puoi cliccare Modifica sulla destra di ogni copia nella scheda delle copie

  

• C’è anche un link per modificare la copie direttamente dai risultati di ricerca nell’interfaccia per i bibliotecari

  

• Finally you can use the batch item modification tool

Quick item status updates

Spesso il personale della circolazione deve cambare lo status di una copia a Perso o Danneggiato. Questo non richiede di modificare l’intero record di copia. Cliccando sul barcode della copia nel riassunto dei prestiti o sullo storico delle restituzioni, sarai portato a un riassunto dei dati di copia. Ci puoi arrivare anche cliccando la linguetta “copie” sula sinistra nella visualizzazione di dettaglio del record.

From this view you can mark an item lost by choosing a lost status from the pull down and clicking the “Set status” button.

You can also mark an item as damaged by choosing a damaged status from the pull down and clicking the “Set status” button.

Duplicating items

You can easily duplicate each item by clicking the “Actions” button the left of each item on the edit items screen

Da qui è possibile scegliere di “Duplicare” la copia e questo popolerà il modulo con i valori della copia scelta.

Batch editing items

• Get there: More > Cataloging > Batch editing > Batch item modification

This tool will allow you to modify a batch of item records in Koha.

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

Once the file is uploaded or the barcodes listed, click “Continue.”

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 table. 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.

Using the edit form, choose which fields to make edits to. By checking the checkbox to the right of each field you can clear the values in that field for the items you are modifying.

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.

Once the changes are made, the job will be enqueued in the background jobs.

To see the edited items, click on “View detail of the enqueued job”.

Batch editing items from the bibliographic record

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

This will bring you to the same batch item modification tool as above.

Batch editing items from a report

The batch item modification tool is also available from reports results when the results contain itemnumbers.

When the report contains the itemnumber, the option “Batch operations with X visible records” will automatically appear. This option contains batch item modification ans batch item deletion.

By default, only 20 results are shown when running reports, therefore, the batch modification will only be done on 20 results. If you have more results that you want to edit in a batch, make sure to change the number of results per page before choosing the batch operation.

Automatic item editing by age

• Get there: More > Cataloging > Automation > Automatic item modifications by age

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

Nota

Staff need the items_batchmod permission to access this tool.

Nota

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 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.

Click “Add rule”.

Fill out the form that appears to set the new rule:

• Age in days: the age in days at which the item will update

• Age field: the field on which the age is based

  • items.dateaccessioned (default): date of acquisition of the item; in MARC21, it is normally mapped to 952$d

  • items.replacementpricedate: date the replacement price is effective from; in MARC21, it is normally mapped to 952$w

  • items.datelastborrowed: date the item was last checked out; in MARC21, it is normally mapped to 952$s (not editable manually)

  • items.datelastseen: date of the last transaction made on the item; in MARC21, it is normally mapped to 952$r (not editable manually)

  • items.damaged_on: date on which the damaged status was set (not editable manually)

  • items.lost_on: date on which the lost status was set (not editable manually)

  • items.withdrawn_on: date on which the withdrawn status was set (not editable manually)

• Conditions: what criteria is needed to trigger the update

  • Choose the field to check from the dropdown menu

  • Enter the value the field should have to trigger the update

  • If you need more than one condition, click “Add a condition”

• Substitutions: what changes are made when the script runs

  • Choose the field to change from the dropdown menu

  • Enter the value the field should have after the update

  • If you need to do more than one change, click “Add a substitution”

Once you’re done, click the “Save” button to save the rule and go back to the main page, or click “Add rule” again to add another rule.

Rotating items through libraries automatically

• Get there: More > Cataloging > Automation > Stock rotation

Nota

This tool will only be available if the StockRotation system preference is enabled.

Nota

To access this automation tool, staff needs the following permissions:

• manage_rotas: this grants the ability to create, update and delete rotas

• manage_rota_items: this grants the ability to add, remove and progress items on a rota.

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 (rotas) 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.

Nota

This tool requires the stockrotation.pl cron job that must be configured to run on a daily basis.

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, an alert will be displayed when it is next returned.

Nota

The notice used is SR_SLIP. It can be customized with the Notices and slips tool.

From the stock rotation tool page you can add new rotation plans (rotas) 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).

Creating a new rota

To create a new rota (rotation plan), click the “New rota” button on the main stock rotation page.

• Name: enter a name or code to identify the rota

• Cyclical:

  • No: items will remain at the last library on the rotation plan upon reaching the end of the rota

  • Yes: items will continue 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

• Description: optionally add an expanded description of the rota for display in summary views

Once the rota is complete with stages and items, you can activate the rota to begin cycling the items through the rotation.

From the stock rotation tool main page, click on “Activate” next to the rota.

Adding stages to a rota

Once the rota is created, you can add stages to it. Stages are a length of time that an item will stay at a particular library before moving on.

From the stock rotation summary page, click the “Manage” button and choose the “Stages” option.

Click the “Add stage” button.

• Library: choose the library this stage is for

• Duration: enter the number of days the item should stay at this library before moving on

Click “Save”.

Once all the stages have been added, you can move them around using the handles on the left to change the order.

Adding items to a rota

Once a rota has stages, items can be added to it.

From the stock rotation summary page, click the “Manage” button and choose the “Items” option.

Click the “Add items” button.

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

Items can also be added to a rota through the staff interface catalog, in the “Rota” tab on the left when viewing a detailed record.

Choose the rota to add the item to and click “Add to rota”.

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

On the Manage > Items page, there will be a summary of all items on the rota with their current location. You have the options to immediately progress items, mark items as “in demand” and remove an item from rotation.

Nota

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

• Move to next stage: progress the item directly to the next stage even if the duration at the current stage is not complete.

• Add «In demand»: double the duration the item will stay at it’s current stage 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.

• Remove from rota: remove the item from the rota.

Individual items can also be managed from the staff interface catalog, in the “Rota” tab.

Grouping items

You can group items in order to place holds on a subset of items on a bibliographic record, rather than a specific item or the next available item. For example, if you have a bibliographic record for a series, and several items of each volume, you can group items by volumes and then place holds on the next available item of «Vol. 4».

Nota

Staff users need the manage_item_groups permission

You need to first enable the item groups feature with the EnableItemGroups system preference.

Once the system preference is enabled, a new “Item groups” tab will appear in the detailed record in the staff interface.

• Click on the “New item group” button

• In the form that appears,

  

  • Name: enter a name for the group, this name will visible in the staff interface and the OPAC

  • Display order: enter a number for the position this group should be displayed compared to the other groups of the same record (for example, if you have groups with 0, 1 and 2 as display order, the 0 group will be displayed first, the 1 group will be displayed second and the 2 group will be displayed third. You can put any number in there, your groups can be 3, 11 and 27, in that case, 3 will be displayed first, then 11 and finally 27)

• Click “Submit” to create the group

Once it is created, you can add items to the group.

• In the “Holdings” tab, check the items that should be added to the group

• At the top of the table, there will be batch actions, click on “Add/move to item group”

• Choose which group the selected items should be added to

  

• Click “Set item group”

The item group in which each item is will be shown in the “Holding” table.

To delete an item group, go to the “Item groups” tab, and click the “Delete” button. This will only delete the group, the items will remain, but ungrouped.

Item information

Nel menu a sinistra di ogni record bibliografico è presente una scheda dedicata alle copie.

Clicking that tab will give you basic information about the items. From here you can see basic information about the item such as the home library, item type, collection code, call number and replacement price. If the item is on loan, the loan details are displayed and you can click ‘View’ to see the details of any renewals.

You can also view and edit the status information. If an item is marked lost or withdrawn, you will see the date that status was applied.

In the “History” section you will see information about the check out history of the item and if you ordered the item via the acquisitions module then this section will include information about the order.

Se la data dell’ordine o di accesso è un link, cliccandoci verrai portato alle informazioni di acquisizione per quella copia.

Adding cover images for items

If you have either OPACLocalCoverImages or LocalCoverImages set to “Show”, you can upload cover images for individual item records from the “Upload image” option from the Edit button on the right of the Holdings table.

Click Choose file to find the image file on your computer and then Upload file.

On the next screen you are given the option to replace existing images. You can then click on Process images.

The image will display in a Cover image column in the holdings display.

To delete an image, click on the image in the holdings display. You will see a greyed out copy of the image with the option to delete.

Moving items

Items can be moved from one bibliographic record to another using the “Attach item” option

Visit the bibliographic record you want to attach the item to and choose “Attach item” from the “Edit” menu.

Simply enter the barcode for the item you want to move and click “Submit”

If this is the last remaining item attached to a bibliographic record you will be presented with a button to delete the original host record.

If you want to move all items to a new record creating only one bibliographic record you can use the merge Records tool instead.

Deleting items

Ci sono diversi modi di cancellare record di copia. Si si tratta di cancellare una sola copia, puoi farlo dalla pagina dei dettagli del record bibliografico, con il bottone Edit. Da lì scegli “Modifica copie”.

Ti verrà presentata una lista di copie con accanto il link “Cancella”. Clicca sul link per cancellare la copia che non sia in prestito.

Se pensi che tutte le copie del record non siano in prestito, puoi usare la casella «Cancella tutte le copie» sotto il menù Edit, e tutte le copie verranno rimosse dal record.

You can also enable StaffDetailItemSelection to have checkboxes appear to the left of each item on the detail display. You can then check off the items you would like to delete and click “Delete selected items” at the top of the list.

Infine puoi usare lo strumento Cancellazione copie via batch per cancellare un insieme di copie.

Batch deleting items

• Get there: More > Cataloging > Batch editing > Batch item deletion

This tool will allow you to delete a batch of item records from Koha.

From the tool, choose to either upload a file of barcodes or itemnumbers, or scan item barcodes one by one into the box below the upload tool.

Once the file is uploaded or the barcodes listed, click “Continue.”

You will be presented with a confirmation screen. From here you can uncheck the items you don’t want to delete. You can check the “Delete records if no items remain” box to delete the bibliographic record if the last item is being deleted.

Nota

Items that are the last item attached to a bibliographic record with one or more record-level holds will be automatically unchecked. You will need to delete the hold before deleting the item.

Items that are checked out will also be automatically unchecked. They will need to be checked in before they can be deleted.

If your file (or list of scanned barcodes) has more than 1000 barcodes, Koha will be unable to present you with a list of the items. You will still be able to delete them, but not able to choose which items specifically to delete or delete the bibliographic records.

Click “Delete selected items.”

Nota

If the items are checked out the items will not be deleted.

The deletion job will be enqueued in the background jobs.

To see the deletion details, click “View detail of the enqueued job”.

To delete a new batch of items, click “New batch item deletion”.

Batch deleting items from the bibliographic record

The batch item deletion tool is also available from the bibliographic record details page.

From the bibliographic record details page, click the “Edit” button and choose the “Delete items in a batch” option.

This will open the batch item deletion tool for the items of the specific record.

Batch deleting items from a report

The batch item deletion tool is also available from reports results when the results contain itemnumbers.

When the report contains the itemnumber, the option “Batch operations with X visible records” will automatically appear. This option contains batch item modification ans batch item deletion.

By default, only 20 results are shown when running reports, therefore, the batch deletion will only be done on 20 results. If you have more results that you want to delete in a batch, make sure to change the number of results per page before choosing the batch operation.

Item specific circulation history

Ogni record bibliografico ha uno storico della sua circolazione (con o senza i dati degli utenti, dipende dalle tue preferenze), ma ogni copia ha pur sempre il suo storico della circolazione. Per vederlo, clicca sul tab “Copie” a sinistra del record che stai vedendo.

Sotto il link “Storico” si trova il link dello “Storico dei prestiti”. Lo storico dei prestiti si presenta diverso dallo storico del record bibliografico.

Creating labels

• Get there: More > Cataloging > Tools > 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:

• Customize label layouts

• Design custom label templates for printed labels

• Build and manage batches of labels

• Export single or multiple batches

• Export single or multiple labels from within a batch

• Export label data in one of three formats:

  • PDF - Readable by any standard PDF reader, making labels printable directly on a printer

  • CSV - Export label data after your chosen layout is applied allowing labels to be imported in to a variety of applications

  • XML - Included as an alternate export format

Label layouts

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

A layout is used to define the fields you want to appear on your labels.

Adding a layout

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

Using the form that appears, decide what appears on your labels.

• “Layout name”: enter a name for the layout to help you identify it later.

• “Choose barcode type (encoding)”: if this is a barcode label, choose the encoding (Code 39 is the most common)

• “Choose layout type”: choose what type of information is printed on the label.

  • Only the bibliographic data is printed: only bibliographic information will appear on the label (this can be used for spine labels for example)

    

    Nota

    Bibliographic data includes any of the data fields that may be mapped to your MARC frameworks.

  • Barcode precedes bibliographic data: the barcode will appear at the top of the label and the bibliographic information underneath

    

  • Bibliographic data precedes barcode: the bibliographic information will appear at the top of the label and the barcode underneath

    

  • Barcode and bibliographic data are printed on alternating labels: the bibliographic information will appear on one label, and the barcode on the next label, alternating for each item

    

  • Only the barcode is printed: only the barcode will appear on the label

    

• “Bibliographic data to print”: if you chose to print bibliographic data on the label, choose from the preset list of fields which fields should appear on the label and in which order. Alternatively, you can click on “List fields” and enter your own data.

  

  Nota

  In “List fields”, you can specify any database field from the following tables (use the schema viewer (http://schema.koha-community.org) to find the field names):

  • items

  • biblioitems

  • biblio

  • branches

  You can also specify MARC subfields as a 4-character tag-subfield string, for example 254a for the title field in MARC21.

  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».

  Finally you can add in static text strings in single-quote, for example “Some static text here.”

• “Draw guide boxes”: choose if guidelines are printed around each label (this is useful when first setting up the label creator to check alignment with your label sheets)

• “Split call numbers”: choose if call numbers should be split (usually used on spine labels)

  Nota

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

• “Text justification”: choose the text alignment (left, center or right)

• “Font”: choose the font type

  • Font type choices are currently limited to:

    • Times-Roman (regular, bold, italic, or bold-italic): a serif font type

    • Courier (regular, bold, oblique (italic), or bold-oblique (bold-italic)): a monospace font type

    • Helvetica (regular, bold, oblique (italic), or bold-oblique (bold-italic)): a sans-serif font type

• “Font size”: enter the font size in points

• “Oblique title”: choose if the title should be italicized

Click “Save” to save the new layout.

After saving, your layouts will appear under Manage > Layouts.

Editing a layout

To edit an existing layout, click on the “Manage” button at the top of the label creator tool and choose “Layout”.

In the table of currently available layouts, click the “Edit” button next to the layout you want to edit.

Change the necessary values and click “Save”.

Deleting a layout

To delete an existing layout, click on the “Manage” button at the top of the label creator tool and choose “Layout”.

In the table of currently available layouts, click the “Delete” button next to the layout you want to delete, and confirm the deletion.

Label templates

• Get there: More > Cataloging > 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, on the vendor’s website or it can be measured manually.

Adding a template

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

Using the form that appears you can define the template for your sheet of labels or cards.

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

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

• “Template description”: use this field to add additional information about the template

• “Units”: choose which 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.

  

The measurements, number of columns and number of rows can be found on the packaging, on the vendor’s website or they can be measured manually.

• 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

  

  Nota

  If you do not supply a left text margin in the template, a 3/16» (13.5 point) left text margin will apply by default.

• 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

  

• 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).

  • Before picking a profile try printing some sample labels so that you can easily define a profile that is right for your printer/template combination.

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

Click “Save” to save the new template.

After saving, your templates will appear under Manage > Label templates.

Editing a template

To edit an existing template, click on the “Manage” button at the top of the label creator page and choose “Label template”.

In the table of currently available templates, click the “Edit” button next to the template you want to edit.

Change the necessary values and click “Save”.

Deleting a template

To delete an existing template, click on the “Manage” button at the top of the label creator page and choose “Label template”.

In the table of currently available layouts, click the “Delete” button next to the layout you want to delete, and confirm the deletion.

Pinter profiles

• Get there: More > Cataloging > 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.

If your labels are printing just the way you want, you will not need a profile.

Adding a printer profile

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

Using the form that appears you can create a profile to fix any problems with your template.

• “Printer name”: enter a name for the printer. It does not have to match your printer exactly, it is only used for reference within Koha, so you can use the printer model number or you can call it “the printer on my desk”.

• “Paper bin”: enter a name for the printer’s paper tray. Like the printer name, it is only used as a reference.

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

• “Units”: define what measurement scale you’re using for your profile.

  

The next sections are used to adjust the label printing.

• Offset describes what happens 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

  Nota

  For these values, negative numbers move the error up and to the left and positive numbers move the error down and to the right

  Example: the text is .25» from the left edge of the first label, .28» from the left edge of the second label and .31» from the left edge of the third label. This means the horizontal creep should be set to .03» to make up for this difference.

Click “Save” to save the new profile.

After saving, your profiles will appear under Manage > Printer profiles.

Once you have saved your new profile, you can return to the list of templates and edit the template that this profile is for.

Editing a printer profile

To edit an existing printer profile, click on the “Manage” button at the top of the label creator page and choose “Printer profiles”.

In the table of currently available printer profiles, click the “Edit” button next to the profile you want to edit.

Change the necessary values and click “Save”.

Deleting a printer profile

To delete an existing printer profile, click on the “Manage” button at the top of the label creator page and choose “Printer profiles”.

In the table of currently available profiles, click the “Delete” button next to the profile you want to delete, and confirm the deletion.

Label batches

• Get there: More > Cataloging > 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.

Adding a label 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.

The other is to choose to create a new batch from the label creator tool

You will be brought to an empty batch with a box to scan barcodes or itemnumbers in to and an “Add item(s)” button at the bottom of the page.

You can either scan barcodes in to the box provided and click the “Add item(s)” button or you can click the “Add item(s)” button with the barcodes box empty. Clicking “Add item(s)” with nothing in the barcodes box will open a search window for you to find the items you want to add to the batch.

From the search results, click the check box next to the items you want to add to the batch and click the “Add checked” button. You can also add items one by one by clicking the “Add” link to the left of each item.

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.

If some items were added more than once by accident, you can click the “Remove duplicates” button. This will check barcodes and remove any duplicates from the batch.

If you need to remove some items from the batch, select them by checking the box on the right and click the “Remove selected items” button.

Optionally, you can add a description to this batch, in case you need to find it later. Enter a description in the “Batch description” field and click “Save description”. This description will appear in the “Currently available batches” page.

To print your labels, click the “Export full batch” button. To print only some of the labels, select the items and click the “Export selected item(s)” button. To print only one label from the batch, click the “Export” button to the right of that item. 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).

You will then be presented with three download options: PDF, CSV, or XML.

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

The batch is saved for later use, if needed, and is accessible under Manage > Label batches.

Editing a label batch

To edit an existing label batch, click on the “Manage” button at the top of the label creator page and choose “Label batches”.

You will access currently available batches.

You can print one or more batches directly from this page by checking the box to the right of the batch or batches to print and clicking “Export selected”.

To edit a batch, click the “Edit” button next to the batch you want to edit.

Deleting a label batch

To delete an existing label batch, click on the “Manage” button at the top of the label creator page and choose “Label batches”.

You will access currently available batches.

Click the “Delete” button next to the batch you want to delete, and confirm the deletion.

You can also delete a batch from the batch page itself, by clicking the “Delete batch” button above the table of items in the batch.

Barcode range

• Get there: More > Cataloging > 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.

Avvertimento

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.

Nota

The only download option for barcode ranges is PDF.

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

Barcode generator

• Get there: More > Cataloging > Tools > Barcode generator

Koha offers a barcode generator tool that can be used to create images of barcodes for various uses (in notices for example).

This tool can be used for a number of types of barcodes, as well as QR codes.

It will create an image from the given barcode in the chosen barcode format and also generate a unique HTML tag which can be used anywhere.

To generate a new image, fill out the form.

• Barcode type: choose the barcode type to be used

  Nota

  Most barcode types allow only numerical characters.

  The following allow alphanumeric characters:

  • Code39

  • NW7

  • QRcode

  Some barcode types (EAN13, EAN8, UPCA, and UPCE) expect specific patterns (which can be found here https://barcode.tec-it.com/en/ under EAN/UPC).

• Hide text: check this box if you only want the actual barcode on the image. If unchecked, the number will be printed in human readable characters under the barcode.

• Barcode height: enter the height in pixels the barcode image should have

• Barcode: enter the barcode to be printed

Click “Show barcode”.

On the right of the screen is the barcode image, which can be downloaded or printed.

Under the image, there is an HTML “img” tag. You can copy the tag and paste it anywhere you need the barcode to appear (however, note that it is only available in the staff interface).

For a QR Code, the options are slightly different. Instead of “Barcode height”, there is a “QR Code module size” field that can be adjusted by slider. The number refers to the size in pixels of each black or white square in the code (modules). The larger the modules, the larger the image will be.

A QR Code can take not only alphanumeric characters, but any type of textual information, such as a URL or even a short text.

Quick spine label creator

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

Nota

This tool does not use the label layouts or templates, it simply prints a spine label in the first spot on the label sheet, or on a single label from a label printer.

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

• Format your label printing by editing spinelabel.css found in koha-tmpl/intranet-tmpl/prog/en/css/

To use this tool you simply need the barcode for the book you’d like to print the spine label for, and click “View spine label”.

From the page that appears, click “Print this label”.

If for some reason you need to change the callnumber, click “Edit this label”. The lock icon on the button will become unlocked, and you will be able to click on the callnumber to edit it.

Authority

I record di autorità sono modi per controllare i campi dei tuoi record bibliografici. Usando i record di autorità, puoi uniformare nomi, soggetti, luoghi, ecc.

Adding authorities

To add a new authority record you can either choose the authority type from the “New authority” button or search another library by clicking the “New from Z39.50” button.

Se scegli di inserire una nuova authority da zero, la form che appare ti permetterà di inserire tutti i dati necessari del record di autorità.

Per espandere valori compressi, clicca sul titolo e appariranno i sottocampi. Per duplicare un campo, clicca su (+). Per accedere al plugin del campo premi “…” a destra del campo.

Legando authority ad altre intestazioni, premi su “…” a destra del campo per usare il plugin di ricerca.

Da qui puoi cercare sull’authority file per indicare il record da agganciare. Se non lo trovi, puoi crearne uno premendo “Crea nuovo” a aggiungere il record al link. Questo plugin ti permette anche di scegliere la relazione tra le autorità.

Se scegli di cercare in un’altra biblioteca per il record di authority, ti verrà presentato un form di ricerca.

Dalla pagina dei risultati puoi cliccare il link “Importa” a destra del record che vuoi aggiungere in Koha

Ti verrà presentata una form per modificare l’authority prima di salvarla nel sistema.

Searching authorities

Dalla pagina dei record di autorità puoi cercare termini esistenti e i record bibliografici ad essi associati.

Dai risultati puoi vedere il record di autorità, quanti record bibliografici sono legati ad esso, un menu “Azioni” che include la possibilità di modificare, fondere e cancellare (se non ci sono record bibliografici legati).

Clicking on the “Details” link to the right of the authority record summary will open the full record and the option to edit the record.

If the authority has “See also’s in it you will see those broken out on the search results, clicking the linked headings will run a search for that heading instead.

Editing authorities

Le Authority possono essere modificate cliccando sulla breve descrizione dei risultati della ricerca e e cliccando sul tasto Modifica sopra il record. Oppure cliccando sul collegamento Modifica a sinistra dell’authority nei risultati della ricerca

Once you’ve made the necessary edits, simply click “Save”.

Depending on the number of bibliographic records this authority record is linked to, the bibliographic records may be updated right away. This depends on the value in the AuthorityMergeLimit system preference (the default is 50). If the number of bibliographic records is under the value of AuthorityMergeLimit, the bibliographic records will be changed right away. If the number of bibliographic records exceeds the value of AuthorityMergeLimit, they will only be updated when the merge_authorities.pl script is run.

Per cancellare un record di autorità devi prima essere sicuro che non sia associato a record bibliografici. Se non è usato, ci sarà disponibile un bottone “Cancella” a destra del record nella pagina dei risultati e all’interno della pagina del record intero.

Merging authorities

If you have duplicate authority records you can merge them together by clicking the “Merge” link, found in the Actions menu, next to two results on an authority search.

Dopo aver cliccato “Unisci” sul primo risultato vedrai quell’autorithy elencata in testa ai risultati.

Successivamente è necessario fare clic su “Fondi” accanto al secondo risultato che si desidera unire.

Ti sarà chiesto quale dei due record vuoi che dopo la fusione rimanga come record principale e quale che sia cancellatao

Verranno presentati i dati MARC di entrambi i record, ognuno accessibile dalla scheda con il bib number del record. Di default sarà selezionato il primo record, deseleziona i campi che non vuoi portare nel record finale poi spostati sul secondo tab per scegliere i campi che vuoi portare nel record finale.

Una volta che hai completato la selezione clicca sul tasto Fondi. Il record principale conterrà i dati che hai scelto e il secondo sarà cancellato.

If you have two authority records for the same heading in different frameworks, you can merge them together by clicking the ‘Merge’ link, found in the actions menu, next to two results on an authority search. For example, these authority records using different frameworks can be merged.

If you select the “Merge” link, found in the action menu of the top record.

You will see that authority record listed at the top of the results.

Next you need to select ‘Merge’ next to the second result you’d like to merge.

You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge. You will also use the dropdown menu to pick which framework to use.

You will be presented with the MARC for both of the records (each accessible by tabs labeled with the authority numbers for those records). By default the entire first record will be selected, uncheck the fields you don’t want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.

The «ref» record (the primary record) will be in the framework that you chose:

Once you have completed your selections click the ‘Merge’ button. The primary record will now contain the data you chose for it and the second record will be deleted.

The MARC tag of the linked headings will have been updated accordingly.

Exporting data

• Get there: More > Cataloging > Export > Export catalog data

Koha comes with a tool that will allow you to export your bibliographic, items and authority records in bulk. This can be used to send your records to fellow libraries, organizations or services; or simply for backup purposes.

Exporting bibliographic records

At the top of the screen you need to pick what data you’re exporting. If you’re exporting bibliographic records with or without the item information, click the “Export bibliographic records” tab.

• Fill in the form in order to limit which records are exported (all fields are optional)

  

  • From biblionumber / To biblionumber: limit the exportation to a range of biblionumbers

  • Item type: limit to a specific item type, or several item types

    Avvertimento

    This limit will use the item type defined in the item-level_itypes system preference.

    If the item-level_itypes system preference is set to “specific item” and there are no items attached to a bibliographic record, that record will not be exported.

    To export all bibliographic records of a specific type, the item-level_itypes system preference needs to be set to “bibliographic record”.

  • With items owned by the following libraries: limit to a specific library or group of libraries

    Avvertimento

    This is a filter; if this is set to the default value (all libraries selected), or select one or more libraries, bibliographic records with no items attached will not be exported.

    To get bibliographic records with no items, “clear all” selected libraries (i.e. de-select all libraries).

  • Call number range: limit to a call number range

  • Accession date (inclusive): limit to an acquisition date range

  • Use a file: you can load a file of biblionumbers of the records to be exported. The file type needs to be .csv or .txt

  • Don’t export items: by default, items will be exported. Check this box to only export bibliographic records

  • Remove items not owned by selected libraries: check this box to limit the exported items to items from the library you’re logged in as (if the “With items owned by the following libraries” field above is set to “All”) or to the library or libraries selected above

  • Don’t export fields: enter which fields that should not be exported, separated by spaces. This can be handy if you’re sharing your data, you can remove all local fields before sending your data to another library

  • File format: choose the file type, MARC or MARCXML

  • File name: if needed, enter a new file name for the export file

  • Click “Export bibliographic records”

Exporting authority records

At the top of the screen you need to pick what data you’re exporting. If you’re exporting authority records, click the “Export authority records” tab.

• Fill in the form in order to limit which records are exported (all fields are optional)

  

  • From authid / To authid: limit the exportation to a range of authids

  • Authority type: limit the exportation to records of a specific authority type

  • Use a file: you can load a file of authids of the records to be exported. The file type needs to be .csv or .txt

  • Next choose fields that you would like to exclude from the export separated by a space (no commas)

  • Don’t export fields: enter which fields that should not be exported, separated by spaces.

    • To exclude all subfields of the 200 field, for example, just enter 200

    • To exclude a specific subfield, enter it beside the field value. For example, 100a will exclude just the subfield “a” of the 100 field

  • File format: choose the file type, MARC or MARCXML

  • File name: if needed, enter a new file name for the export file

  • Click “Export authority records”

Inventory

• Get there: More > Cataloging > Reports > 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.

• Call number classification scheme: if filtering by call number, 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

Cataloging guides

Bibliographic record cataloging cheat sheet

Tag	Etichetta	Descrizione	Istruzioni
000	LEADER	Descrive il record (cioè il sostituto) – è un record per una monografia? Un periodico?	Fare clic in questo campo per modificarlo. Quindi impostare il «livello bibliografico» su “a” per gli articoli o su “s” per i periodici. Altrimenti lasciare tutto com’è.
001	CONTROL NUMBER	Numero di acquisizione.	Immettere il numero di acquisizione riportato all’interno dell’elemento. Per gli articoli ed altri elementi che non hanno un numero di acquisizione, lasciare in bianco.
003	CONTROL NUMBER IDENTIFIER	Your MARC organizational code	Click in this field to fill it in (will auto fill if you have your MARCOrgCode preference set).
005	D & T LATEST TRANSACTION	Data ed ora corrente.	Clicca su questo campo per riempirlo.
008	FIXED-LENGTH DATA ELEMENTS	Campo che contiene una rappresentazione, comprensibile dal computer, di una quantità di cose.	In genere si useranno solo le opzioni “s” (singola) o “m” (multiple) per la posizione 06 - usare la prima se l’elemento è stato pubblicato una sola volta nell’anno; usare la seconda se l’elemento è stato pubblicato nel corso di più anni. Se c’è una sola data, immettere solo una data nelle posizioni 07-10. Immettere il codice di nazione a tre cifre nelle posizioni 15-17, assicurandosi di aggiungere spazi se il codice di nazione è lungo meno di tre caratteri. Se c’è un indice, annotare il fatto alla posizione 31. Immettere il codice della lingua a tre lettere nelle posizioni 35-37.
010	LCCN	Un numero assegnato dalla Library of Congress per identificare l’opera in modo univoco	Cercalo nella pagina del copyright del libro (se è stato pubblicato negli Stati Uniti) o nel catalogo della Library of Congress. Se non lo trovi, non te ne preoccupare
020	ISBN	Numero univoco usato dall’editore per identificare il libro	Se questo numero non è presente sul libro, probabilmente non c’è
022	ISSN	Numero univoco usato dall’editore per identificare il periodico	Se questo numero non è presente sul libro, probabilmente non c’è
033	DATE/TIME OF EVENT	Utilizzato per le date delle aste. Obbiglatorio per i cataloghi delle aste.	Per le aste che si sono tenute in un solo giorno, immettere la data dell’incanto nel formato AAAAMMGG nel sottocampo “a” e “0” nel primo indicatore. Per le aste che hanno avuto luogo in due giorni consecutivi, o in un numero qualsiasi di giorni non consecutivi, create un sottocampo “a” per ogni giorno, con la data nel formato AAAAMMGG ed immettere “1” nel primo indicatore. Per le aste che si sono tenute in più di due giorni consecutivi, creare un sottocampo “a” per il primo giorno (in formato AAAAMMGG) ed un sottocampo “a” per l’ultimo (sempre in formato AAAAMMGG); immettere “2” nel primo indicatore.
040	FONTE DELLA CATALOGAZIONE	Identifica quale biblioteca ha creato o modificato il record bibliografico	Per i record importati, aggiungere un sottocampo “d”, compilato con il codice OCLC della propria organizzazione. Per i nuovi record, assicurarsi che il sottocampo “c” sia compilato con il codice OCLC della propria organizzazione.
041	LANGUAGE CODE	Identifica tutte le lingue utilizzate in un elemento, quando sono presenti due o più lingue.	Per porzioni significative di un testo in una data lingua, ci dovrebbe essere un sottocampo “a” con quel codice della lingua. Se ci sono solo sommari o riassunti in una lingua specifica, creare un sottocampo “b” con quel codice della lingua.
100	MAIN ENTRY–PERSONAL	Forma normalizzata del nome dell’autore principale	Vedere scheda Intestazioni normalizzate e AACR2. Il primo indicatore, generalmente, dev’essere impostato ad “1”, per indicare che nell’elemento viene prima il cognome. Se il nome è costituito dal solo prenome, però, il primo indicatore dev’essere impostato a “0”.
110	MAIN ENTRY–CORPORATE	Forma normalizzata del nome dell’azienda che risulta autore principale. Obbligatorio per i cataloghi di aste.	Per i cataloghi di aste si dovrebbe utilizzare un campo 110, invece di un campo 100. Vedasi scheda Intestazioni normalizzate e AACR2, Impostare il primo indicatore a “2”.
111	MAIN ENTRY–MEETING	Forma normalizzata del titolo di una conferenza che ha rappresentato l’offerta principale (p. es. atti di un convegno)	Vedere scheda Intestazioni normalizzate e AACR2. Impostare il primo indicatore a “2”.
245	TITLE STATEMENT	Trascrizione dell’indicazione del titolo, desunta dalla pagina di frontespizio (od altra primaria fonte di informazione)	Immettere il titolo nel sottocampo “a”, il sottotitolo nel sottocampo “b” e l’indicazione di responsabilità nel sottocampo “c”. Se si crea un record per un singolo volume, o parte, di un elemento composto da più parti, si deve indicare il numero della parte nel sottocampo “n” ed il titolo della parte nel sottocampo “p”. Per i cataloghi di aste, la data (in formato GG/MM/AAAA) dev’essere riportata tra parentesi quadre nel sottocampo “f”. Vedasi la scheda per la punteggiatura ISBD. Impostare il primo indicatore a “0” se non c’è autore, altrimenti impostarlo ad “1”. Impostare il secondo indicatore con il numero di caratteri da non indicizzare (cioè i caratteri di un articolo iniziarle e lo spazio seguente: per «La «, compilare il secondo indicatore con “3”) .
246	VARYING FORM OF TITLE	Variante alternativa del titolo, a scopo di ricerca ed indicizzazione	Se l’utente può ricercare l’opera sotto un titolo differente, immetterlo qui. Non immettere l’articolo iniziale. Il primo indicatore dev’essere impostato a “3”, a meno che non si tratti soltanto di una variante ortografica; in tal caso impostare il primo indicatore ad “1”.
250	EDITION STATEMENT	Trascrizione dell’indicazione di edizione, desunta dalla pagina di frontespizio (od altra primaria fonte di informazione)	Trascrivere l’indicazione di edizione esattamente come appare sulla pagina di frontespizio. E” permesso abbreviarla, se l’indicazione di edizione è molto lunga.
260	PUBLICATION (IMPRINT)	Informazioni sulla pubblicazione.	Immettere il luogo di pubblicazione nel sottocampo “a”, l’editore nel sottocampo “b” e l’anno di pubblicazione (o di probabile pubblicazione) nel sottocampo “c”. Vedasi la scheda di punteggiatura ISBD.
264	PRODUCTION, PUBLICATION ETC.	Production, Publication, Distribution, Manufacture, and Copyright Notice.	Put the location of publication in subfield “a”, the publisher in subfield “b”, and the year (or probable year) in subfield “c”. See ISBD punctuation sheet. The label is set dynamically from the second indicator so generally this would be set to “1” for Publisher: .
300	PHYSICAL DESCRIPTION	Descrizione fisica	Inserire il numero di pagine nel sotttocampo “a”, una breve descrizione di contenuti «speciali», quali illustrazioni o cartine, nel sottocampo “b” (cfr. AACR2) e le dimensioni dell’elemento nel sottocampo C. Vedasi la scheda di punteggiatura ISBD.
490	SERIES STATEMENT	Mostra l’indicazione di periodicità esattamente come appare sull’elemento.	Trascrivere l’indicazione di periodicità nel sottocampo “a”, riportando il numero del volume nel sottocampo “v”. Vedasi la scheda di punteggiatura ISBD. Impostare il primo indicatore ad “1” se si usa un campo 830; di regola, bisogna farlo.
500	GENERAL NOTE	Annotazioni che non trovano posto altrove.	Immettere le note come frasi complete, con un campo 500 diverso per ciascun distinto argomento.
501	WITH NOTE	Indicare se l’opera è collegata con opere descritte da altri record.	Immettere la descrizione della relazione nel sottocampo “a”
504	BIBLIOGRAPHY, ETC. NOTE	Indica se ill’opera comprende una bibliografia	Se l’opera include una bibliografia ed un indice analitico, immettere la frase «Include riferimenti bibliografici (p. XXX-XXX) ed indice analitico.» nel sottocampo “a”. Se l’opera non possiede indice analitico, omettere la relativa parte della frase. Se i riferimenti bibliografici sono diffusi in tutto il testo, e non raccolti in un unico punto, omettere la parentesi.
505	FORMATTED CONTENTS	Elenco dei contenuti in un formato standard. Contenuti non formattati possono essere elencati in un campo 500 (note generiche).	Vedasi la scheda di punteggiatura ISBD. Impostare il primo indicatore a 0. Se si codificano separatamente autori e titoli, impostare il secondo indicatore a “0”; altrimenti lasciarlo in bianco.
518	DATE/TIME OF EVENT NOTE	Usato per date di asta.	Per i cataloghi di aste, immettere la data dell’incanto nel formato “2 gennaio 1984” nel sottocampo “a”
520	SUMMARY, ETC.	Un breve estratto o riassunto del libro od articolo.	In generale, non è necessario scrivere un riassunto. Invece un riassunto può essere richiesto per quegli elementi che non sono facilmente consultabili dagli utenti, quali ad esempio libri di carta particolarmente acida o CD-ROM.
546	LANGUAGE NOTE	Nota che indica le lingue utilizzate nell’opera	Necessaria solo per opere plurilingue. Vedasi scheda di punteggiatura ISBD.
561	PROVENANCE INFORMATION	Indica il precedente proprietario dell’elemento	Utilizzato solo per libri rari.
563	BINDING INFORMATION	Descrive la rilegatura dell’elemento.	Utilizzato solo per libri rari.
590	LOCAL NOTE	Note locali. Obbligatorio per i cataloghi di aste.	Utilizzato per i cataloghi di aste, allo scopo di indicare quali tipi di monete erano vendute nell’incanto: romane, greche, ecc.
600	SUBJECT ADDED–PERSONAL	Forma normalizzata di nomi propri di persone citate nell’opera.	Vedere scheda Intestazioni normalizzate e AACR2. Il primo indicatore in genere si imposta ad “1”, per indicare che nell’elemento viene prima il cognome. Se il nome è costituito dal solo prenome, però, il primo indicatore dev’essere impostato a “0”. Se il nome si trova nel file di autorità LC, impostare il secondo indicatore a “0”; altrimenti impostarlo a “4”
610	SUBJECT ADDED–CORPORATE	Forma normalizzata dei nomi di società, per le organizzazioni citate nell’opera.	Vedere scheda Intestazioni normalizzate e AACR2. Impostare il primo indicatore a “2”. Se il nome si trova nel file di autorità LC, impostare il secondo indicatore a “0”; altrimenti impostarlo a “4”
611	SUBJECT ADDED–MEETING	Forma normalizzata dei tioli di convegno, per le conferenze citate nell’opera.	Vedere scheda Intestazioni normalizzate e AACR2. Impostare il primo indicatore a “2”. Se il nome si trova nel file di autorità LC, impostare il secondo indicatore a “0”; altrimenti impostarlo a “4”
630	SUBJECT ADDED–UNIFORM TITLE	Forma normalizzata dei titoli di altri lavori citati nell’opera.	Vedere scheda Intestazioni normalizzate e AACR2. Immettere nel primo indicatore il numero di caratteri da non indicizzare (cioè i caratteri dell’articolo iniziale e lo spazio seguente: per «La «, impostare il primo indicatore a “3”). Se il nome si trova nel file di autorità LC, impostare il secondo indicatore a “0”; altrimenti impostarlo a “4”
650	SUBJECT ADDED–TOPICAL	Termini della «Library of Congress Subject Heading» che descrivono l’argomento dell’opera	Vedere scheda Intestazioni normalizzate e AACR2. Se il nome si trova nel file di autorità LC, impostare il secondo indicatore a “0”; altrimenti impostarlo a “4”
651	SUBJECT ADDED–GEOGRAPHICAL	Termini geografici della «Library of Congress Subject Heading» che descrivono l’argomento dell’opera	Vedere scheda Intestazioni normalizzate e AACR2. Se il nome si trova nel file di autorità LC, impostare il secondo indicatore a “0”; altrimenti impostarlo a “4”
655	INDEX TERM–GENRE/FORM	Spiega che cos’è un elemento, invece dell’argomento di cui tratta.	Generalmente utilizzato per cataloghi di asste, che devono avere il genere «Cataloghi di aste» (Assicurarsi di trovare l’intestazione normalizzata!). Se il nome si trova nel file di autorità LC, impostare il secondo indicatore a “0”. Se si usa un termine da un vocabolario specifico, impostare il secondo indicatore a “7” ed immettere il codice del vocabolario nel sottocampo “2”. Negli altri casi impostare il secondo indicatore a “4”.
690	LOCAL SUBJECT ADDED–TOPICAL	Utilizzato per le intestazioni che provengono da un qualsiasi file di argomenti normalizzati.	Se non c’è nessun termine appropriato nella LCSH, si può usare un campo 690 con intestazioni di argomento che si trovano in altri elementi del catalogo
691	LOCAL SUBJECT ADDED–GEOGRAPHICAL	Utilizzato per le intestazioni che provengono da un qualsiasi file di argomenti normalizzati.	Se non c’è nessun termine appropriato nella LCSH, si può usare un campo 691 con intestazioni di argomento che si trovano in altri elementi del catalogo
700	ADDED ENTRY–PERSONAL	Utilizzazto pergli autori secondari ed altre persone aventi a che fare con la produzione dell’opera	Vedere scheda Intestazioni normalizzate e AACR2. Il primo indicatore, generalmente, dev’essere impostato ad “1”, per indicare che nell’elemento viene prima il cognome. Se il nome è costituito dal solo prenome, però, il primo indicatore dev’essere impostato a “0”.
710	ADDED ENTRY–CORPORATE	Utilizzato per persone giuridiche aventi a che fare con la produzione dell’opera (p. es. gli editori).	Vedere scheda Intestazioni normalizzate e AACR2. Impostare il primo indicatore a “2”.
711	ADDED ENTRY–MEETING	Utilizzato per convegni aventi a che fare con la produzione dell’opera (p. es. simposi che hanno contribuito al lavoro).	Vedere scheda Intestazioni normalizzate e AACR2. Impostare il primo indicatore a “2”.
730	ADDED ENTRY–UNIFORM TITLE	Utilizzato per titoli normalizzati correlati con la produzione dell’opera (p. es. un’opera che ha ispirato il lavoro in esame)	Vedere scheda Intestazioni normalizzate e AACR2. Immettere nel primo indicatore il numero di caratteri da non indicizzare (cioè i caratteri dell’articolo iniziale e lo spazio seguente: per «La «, impostare il primo indicatore a “3”).
Campo 773	HOST ITEM ENTRY	Descrive l’elemento bibliografico più vasto che contiene l’opera (p. es libro o rivista che contengono l’articolo in corso di catalogazione)	Se la pubblicazione che contiene il lavoro è un’opera principale dell’autore, immettere la forma normalizzata del nome dell’autore nel sottocampo “a”. Immettere il titolo nel sottocampo “t”. Se la pubblicazione contenitrice è un un lavoro indipendente, immettere le informazioni sulla pubblicazione nel sottocampo “d”. Quando possibile, i codici ISSN e ISBN devono sempre essere registrati, rispettivamente nei sottoccampi “x” e “y”. Le informazioni di legame (cioè numero del volume, della pagina, ecc.) devono essere registrate nel sottoccampo “g”. Il sottocampo “q” contiene una rappresentazione codificata della collocazione dell’elemento: i numeri di volume, uscita e sezione devono essere separati da segni di due punti (:); il numero della prima pagina deve essere seguito da un segno di “<” al termine del sottocampo. Vedasi la scheda di punteggiatura ISBD. Impostare il primo indicatore a “0”; se si desidera che venga generata l’etichetta «In:», lasciare vuoto il secondo indicatore. Se si desidera che venga visualizzata un’etichetta a piacere prima del contenuto del campo 773, impostare il secondo indicatore a “8” ed aggiungere un sottocampo “i”, contenente il testo dell’etichetta all’inizio del campo (p. es. «$iEstratto da:»).
830	SERIES ENTRY–UNIFORM TITLE	Forma normalizzata del nome della serie, trascritta nel campo 490. Spesso è lo stesso contenuto del campo 490.	Vedere scheda Intestazioni normalizzate e AACR2. Immettere nel secondo indicatore il numero di caratteri da non indicizzare (cioè i caratteri dell’articolo iniziale e lo spazio seguente: per «La «, impostare il primo indicatore a “3”).
852	LOCATION/CALL NUMBER	Contiene il nome della sezione per libri, libretti, ed alcuni articoli e periodici, senza codice a barre.	Lasciare in bianco questo campo se si sta catalogando un volume che prevede solo un record ed un codice a barre. Se l’elemento non prevede il codice a barre, se si sta creando un record per un articolo all’interno di un volume, inserire la sezione nel sottocampo “a” (Vedere la ANS cataloging documentation>) ed il codice di collocazione nel sottocampo “i”. Impostare il primo indicatore ad “8”.
856	ELECTRONIC ACCESS	Link a materiali disponibili on-line	Immettere nel sottocampo “u” l’URL un eventuale copia, o riassunto, ecc., in formato elettronico ed un titolo per il link nel sottocampo “y”. Impostare il primo indicatore a “4”.
942	ADDED ENTRY ELEMENTS (KOHA)	Usato per dati specifici di Koha	Impostare il sottocampo “c” con il tipo di elemento appropriato

Tabella: Guida alla catalogazione

Koha-specific fields

Koha uses three fields to store information specific to it.

At the record level, 942 is used to store information such as record-level item type, record-level call number and classification scheme.

The item (holding) information is stored in 952 in MARC21 and 995 in UNIMARC.

System control numbers for Koha are stored in 999 in MARC21 and 090 in UNIMARC.

Added entry elements (942)

942$0 - Koha issues (borrowed), all copies

This field contains the total number of issues/checkouts of all items of this record. It is populated using the update_totalissues.pl cronjob.

Mapped to: biblioitems.totalissues

Indexed in: totalissues

Avvertimento

This field should not be editable nor edited manually.

942$2 - Source of classification or shelving scheme

This field contains the source of classification used by the record’s call number (942$h and 942$i).

There is a choice of classification sources as they are defined in administration. If no classification scheme is entered, the system will use the value entered in the DefaultClassificationSource preference.

The source of classification will be used, along with the call number itself (942$h and 942$i) to create the normalized call number used when sorting by call number.

Mapped to: biblioitems.cn_source

Indexed in: cn-bib-source

942$6 - Koha normalized classification for sorting

This field contains the normalized call number used for sorting, based on the record-level call number (942$h and 942$i) and the classification source (942$2).

Mapped to: biblioitems.cn_sort

Indexed in: cn-bib-sort

Avvertimento

This field should not be editable nor edited manually.

942$c - Koha item type

This field contains the record-level item type.

The record-level item type is used in various places in Koha.

• The value from 942$c is copied to 952$y as the default value when adding a new item to that record

• The record-level item type can be used for the circulation rules if the item-level_itypes system preference allows it (this system preference lets you choose between using the record-level or item-level item type for the circulation rules, among other things)

• The record-level item type is indexed and used in the search (see also the AdvancedSearchTypes system preference) as well as the facets (this is useful to find records that don’t have items, like records for online resources, ebooks, pdf files, etc.)

• The record-level item type is used for record-level/»next available» holds

• The record-level item type is used for record-level article requests

• The record-level item type is displayed in various tables in the staff interface, in the circulation module among other places (it is possible to hide unwanted columns in the “Table settings” section of the Administration module)

Mapped to: biblioitems.itemtype

Indexed in: itemtype (mc-itemtype), itype (mc-itype)

942$e - Edition

This field contains the edition information.

942$h - Classification part

This field contains classification part of the call number. It is used, along with 942$2 and 942$i to create the normalized call number (942$6) used when sorting by call number.

Mapped to: biblioitems.cn_class

Indexed in: cn-class

942$i - Item part

This field contains item part of the call number. It is used, along with 942$2 and 942$h to create the normalized call number (942$6) used when sorting by call number.

Mapped to: biblioitems.cn_item

Indexed in: cn-item

942$k - Call number prefix

This field contains prefix to the call number.

Mapped to: biblioitems.cn_prefix

Indexed in: cn-prefix

942$m - Call number suffix

This field contains suffix to the call number.

Mapped to: biblioitems.cn_suffix

Indexed in: cn-suffix

942$n - Suppress in OPAC

If the OpacSuppression system preference is set to “hide”, this field indicates if the record should be hidden from the OPAC.

In this field, “1” means the record will be hidden in the OPAC, and “0” (or empty) means the record will be visible in the OPAC.

You can use the YES_NO authorized value list in this field if you don’t want to remember the numerical values.

Indexed in: suppress

942$s - Serial record flag

This field is used by the serials module to indicate whether or not the record is associated with a serial subscription.

Mapped to: biblio.serial

Avvertimento

This field should not be editable nor edited manually.

Location and item information (952)

Koha uses field 952 to store item (holding) information.

952$0 - Withdrawn status

Uses

• This field is used to set the withdrawn (weeded) status of the item.

• You can use the withdrawn status to weed items without deleting the items.

• In the search results, the withdrawn item will be marked as unavailable.

Effects on circulation

• A withdrawn item will not be able to be checked out.

• A withdrawn item will not be able to be checked in unless the BlockReturnOfWithdrawnItems system preference allows it.

Values

• The withdrawn status is numerical, “0” (or empty) means “not withdrawn” and any other number means “withdrawn”.

• By default, the field is associated with the WITHDRAWN authorized value category so you don’t have to remember the numerical values. The default values in the WITHDRAWN authorized value category are:

  • 1: Withdrawn

Display

• Staff interface

  • Search results (withdrawn items will be marked as unavailable)

  • Holdings table in the record’s detail page

  • “Items” tab of the bibliographic record, “Withdrawn status” under “Statuses”

• OPAC

  • Search results (withdrawn items will be marked as unavailable)

  • Holdings table in the record’s detail page

  • To hide withdrawn items from the OPAC, use the OpacHiddenItems system preference.

Mapped to: items.withdrawn

Indexed in: withdrawn

952$1 - Lost status

Uses

• This field is used to set the lost status of the item.

• You can use the lost status to mark items as lost or missing

• In the search results, the lost item will be marked as unavailable.

• Marking an item lost while it is checked out can charge the replacement cost (952$v) to the patron (see WhenLostChargeReplacementFee), as well as a processing fee (the processing fee is set at the item type level)

• The lost status can be changed automatically after a number of days overdue with the longoverdue.pl cronjob

Effects on circulation

• The ability to check out a lost item depends on the IssueLostItem system preference.

• The ability to check in a lost item depends on the BlockReturnOfLostItems system preference.

Values

• The lost status is numerical, “0” (or empty) means “not lost” and any other number means “lost”.

• By default, the field is associated with the LOST authorized value category so you don’t have to remember the numerical values. The default values in the LOST authorized value category are:

  • 1: Lost

  • 2: Long Overdue (Lost)

  • 3: Lost and Paid For

  • 4: Missing

Display

• Staff interface

  • Search results (lost items will be marked as unavailable)

  • Holdings table in the record’s detail page

  • “Items” tab of the bibliographic record, “Lost status” under “Statuses”

• OPAC

  • Search results (lost items will be marked as unavailable)

  • Holdings table in the record’s detail page

  • It’s possible to configure Koha so that lost items don’t display in the OPAC with the hidelostitems system preference.

Mapped to: items.itemlost

Indexed in: lost

952$2 - Source of classification or shelving scheme

Uses

• This field contains the source of classification used by the record’s call number (952$o).

• The source of classification will be used, along with the call number itself (952$o) to create the normalized call number (952$6) used when sorting by call number.

Values

• There is a choice of classification sources as they are defined in administration.

• If no classification scheme is entered, the system will use the value entered in the DefaultClassificationSource preference.

Display

• This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.cn_source

Indexed in: classification-source

952$3 - Materials specified

Uses

• This field is used to add information about accompanying materials or to specify how many pieces the item has.

Effects on circulation

• This information will be displayed when circulation the item so that the circulation staff knows to make sure all the accompanying material is there when checkout out and it’s still there when checking the item back in.

  

Values

• This is a free text field, but it is possible to associate it to an authorized value category in the MARC framework to make it into a drop-down menu.

Display

• Staff interface

  • This information will appear when checking out or checking in an item

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_materials or otherholdings_materials

  • “Items” tab of the bibliographic record, “Materials specified” under “Item information”

• OPAC

  • Holdings table in the record’s detail page (it is hidden by default)

    Nota

    Use “Table settings” if you want to show that column - Module: OPAC - Table id: holdingst - Column: item_materials

Mapped to: items.materials

Indexed in: materials-specified

952$4 - Damaged status

Uses

• This field is used to set the damaged status of the item.

• In the search results, the damaged item will be marked as unavailable.

Effects on circulation

• The damaged status does not affect the ability to check out or check in an item.

• The AllowHoldsOnDamagedItems system preference indicates whether or not damaged items can be put on hold.

Values

• The damaged status is numerical, “0” (or empty) means “not damaged” and any other number means “damaged”.

• By default, the field is associated with the DAMAGED authorized value category so you don’t have to remember the numerical values. The default values in the DAMAGED authorized value category are:

  • 1: Damaged

Display

• Staff interface

  • Search results (damaged items will be marked as unavailable)

  • Holdings table in the record’s detail page

  • “Items” tab of the bibliographic record, “Damaged status” under “Statuses”

• OPAC

  • Search results (damaged items will be marked as unavailable)

  • Holdings table in the record’s detail page

  • To hide damaged items from the OPAC, use the OpacHiddenItems system preference.

Mapped to: items.damaged

Indexed in: damaged

952$5 - Use restrictions

Uses

• This field is used to set the restricted status of the item.

• In the search results, the restricted item will be marked as available.

Effects on circulation

• A restricted item will not be able to be checked out.

Values

• The restricted status is numerical, “1” means restricted and “0” (or empty) means unrestricted.

Nota

Unlike other statuses, the restricted status can only be 0 (not restricted) or 1 (restricted).

• By default, the field is associated with the RESTRICTED authorized value category so you don’t have to remember the numerical values. The default values in the RESTRICTED authorized value category are:

  • 1: Access Restricted

Display

• Staff interface

  • Search results (restricted items will be marked as available)

  • Holdings table in the record’s detail page

• OPAC

  • Search results (restricted items will be marked as available)

  • Holdings table in the record’s detail page

Mapped to: items.restricted

Indexed in: restricted

952$6 - Koha normalized classification for sorting

Avvertimento

This field should not be editable nor edited manually.

Uses

• This field contains the normalized call number used for sorting, based on the item-level call number (952$o) and the classification source (952$2).

Display

• This information is not displayed anywhere in the OPAC or in the staff interface, it is for Koha’s internal use only.

Mapped to: items.cn_sort

Indexed in: cn-sort

952$7 - Not for loan status

Uses

• This field is used to set the not for loan status of the item.

• In the search results, the not for loan item will be marked as unavailable or for reference use only (see Reference_NFL_Statuses)

Effects on circulation

• Items with a not for loan status cannot be checked out (unless AllowNotForLoanOverride allows it)

• Depending on the value, items may or may not be put on hold (see below)

• Depending on TrapHoldsOnOrder and SkipHoldTrapOnNotForLoanValue not for loan items may be used to fill holds

• The UpdateNotForLoanStatusOnCheckin system preference can be used to automatically change not for loan values upon checkin

Values

• The not for loan status is numerical, “0” (or empty) means available.

• Negative values (< 0) mean that the item cannot be checked out, but can be put on hold.

• Positive values (> 0) mean that the item cannot be checked out nor be put on hold.

• By default, the field is associated with the NOT_LOAN authorized value category so you don’t have to remember the numerical values. The default values in the NOT_LOAN authorized value category are:

  • -1: Ordered

  • 1: Not For Loan

  • 2: Staff Collection

Display

• Staff interface

  • Search results (not for loan item will be marked as unavailable or for reference use only (see Reference_NFL_Statuses))

  • Holdings table in the record’s detail page

  • “Items” tab of the bibliographic record, “Withdrawn status” under “Statuses”

• OPAC

  • Search results (not for loan item will be marked as unavailable or for reference use only (see Reference_NFL_Statuses))

  • Holdings table in the record’s detail page

  • To hide not for loan items from the OPAC, use the OpacHiddenItems system preference.

Mapped to: items.notforloan

Indexed in: notforloan

952$8 - Collection

Uses

• This field is used to set the collection of the item.

• Collections in Koha are used to group items in ways other than physically (the physical location can be stored in 952$c). An example of a collection could be “Local authors”.

• Collections can also be used to limit transfers in multi-branch systems (see the Library transfer limits section of the administration) if BranchTransferLimitsType is set to “collection code”

• The collection of an item is used in the search (see the AdvancedSearchTypes system preference) as well as the facets.

Values

• By default, the field is associated with the CCODE authorized value category. The default values in the CCODE authorized value category are:

  • FIC: Fiction

  • NFIC: Non-fiction

  • REF: Reference

Display

• Staff interface

  • Search results

  • The collections will be part of the facets in the search results

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_ccode or otherholdings_ccode

  • Checkouts table in the patron’s file

    Nota

    Use “Table settings” if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: collection

  • Many other places all throughout Koha

• OPAC

  • Search results, if OpacItemLocation allows it

  • The collections will be part of the facets in the search results

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_ccode

  • Many other places throughout the OPAC

Mapped to: items.ccode

Indexed in: collection-code

952$9 - Itemnumber

Avvertimento

This field should not be editable nor edited manually.

Uses

• The itemnumber is the internal number assigned to each item by Koha. It is unique and cannot be reattributed even when the item is deleted.

Display

• This information is not displayed anywhere in the OPAC or in the staff interface, it is for Koha’s internal use only.

Mapped to: items.itemnumber

Indexed in: itemnumber

952$a - Home library

Required

Uses

• This field indicates the home library of the item.

• The home library is important for many things in Koha, including, but not limited to

  • circulation rules,

  • transfer limits

• The home library of an item is used in the search as well as the facets (see the DisplayLibraryFacets system preference)

Effects on circulation

• As previously stated, the circulation rules are based on the item’s library (see the HomeOrHoldingBranch system preference)

Values

• Libraries are defined in the libraries section of the administration page.

Display

• Staff interface

  • Search results

  • Depending on the DisplayLibraryFacets system preference, the home library may be part of the facets in the search results

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_homebranch or otherholdings_homebranch

  • This information is displayed in the staff interface, in the “Items” tab of the bibliographic record, “Home library” under “Item information”

  • Checkouts table in the patron’s file

    Nota

    Use “Table settings” if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: homebranch

  • Many other places all throughout Koha

• OPAC

  • Search results (if OpacItemLocation allows it)

  • Depending on the DisplayLibraryFacets system preference, the home library may be part of the facets in the search results

  • Holdings table in the record’s detail page, if OpacLocationBranchToDisplay allows it

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_home_location

  • Many other places throughout the OPAC

Mapped to: items.homebranch

Indexed in: homelibrary

952$b - Current library

Required

Uses

• This field indicates the current library (holding library) of the item.

• The current library is important for many things in Koha, including

  • circulation rules,

  • transfer limits

• The current library of an item is used in the search as well as the facets (see the DisplayLibraryFacets system preference)

Effects on circulation

• As previously stated, the circulation rules are based on the item’s library (see the HomeOrHoldingBranch system preference)

Values

• Libraries are defined in the libraries section of the administration page.

Display

• Staff interface

  • Search results

  • Depending on the DisplayLibraryFacets system preference, the holding library may be part of the facets in the search results

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_holdingbranch or otherholdings_holdingbranch

  • This information is displayed in the staff interface, in the “Items” tab of the bibliographic record, “Current library” under “Item information”

  • Many other places all throughout Koha

• OPAC

  • Search results (if OpacItemLocation allows it)

  • Depending on the DisplayLibraryFacets system preference, the holding library may be part of the facets in the search results

  • Holdings table in the record’s detail page, if OpacLocationBranchToDisplay allows it

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_current_location

  • Many other places throughout the OPAC

Mapped to: items.holdingbranch

Indexed in: holdinglibrary

952$c - Shelving location

Uses

• This field indicates the location of the item (physical place in the library).

• Shelving locations in Koha are used to group items physically. An example of a shelving location could be “Children’s section”.

• The location of an item is used in the search (see the AdvancedSearchTypes system preference) as well as the facets.

• The UpdateItemLocationOnCheckin system preference can be used to automatically change location values upon checkin

Values

• By default, the field is associated with the LOC authorized value category. The default values in the LOC authorized value category are:

  • FIC: Fiction

  • CHLID: Children’s Area

  • DISPLAY: On Display

  • NEW: New Materials Shelf

  • STAFF: Staff Office

  • GEN: General Stacks

  • AV: Audio Visual

  • REF: Reference

  • CART: Book Cart

  • PROC: Processing Center

• The default value for new items can be set using the NewItemsDefaultLocation system preference

Display

• Staff interface

  • Search results

  • The locations will be part of the facets in the search results

  • Holdings table in the record’s detail page (under the home library)

  • This information is displayed in the staff interface, in the “Items” tab of the bibliographic record, “Home library” under “Item information”

  • Checkouts table in the patron’s file

    Nota

    Use “Table settings” if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: location

  • Many other places all throughout Koha

• OPAC

  • Search results (if OpacItemLocation allows it)

  • The locations will be part of the facets in the search results

  • Holdings table in the record’s detail page, the OpacLocationOnDetail system preference indicates in which column this information is located

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC

    • Table id: holdingst

    • Column: item_shelving_location (if OpacLocationOnDetail is set to “separate column”)

  • Many other places throughout the OPAC

Mapped to: items.location

Indexed in: location

952$d - Date acquired

Uses

• This field is used to enter the date of acquisition of the item.

• The acquisition date can be used in the search and the sort function in the search results

• When using the Acquisitions module, this should be filled automatically with the acquisition date

Values

• This should be a date in the YYYY-MM-DD format (there is a handy date picker to ensure the date is in the correct format)

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_dateaccessioned or otherholdings_dateaccessioned

  • “Items” tab of the bibliographic record, “Accession date” under “History”

Mapped to: items.dateaccessioned

Indexed in: date-of-acquisition

952$e - Source of acquisition

Uses

• This field is used to enter the vendor where the item was acquired

• When using the Acquisitions module, this should be filled automatically with the vendor upon receiving

Values

• This is a free text field

• If using the Acquisitions field, the value in this field will be the vendor id rather than the vendor’s name

Display

• This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.booksellerid

Indexed in: acqsource

952$f - Coded location qualifier

Uses

• This field is used to enter a three-character code that identifies the specific issues of the item that are located apart from the main holdings of the same item (same as MARC21 852$f).

Values

• This is a free text field

• The field in the database is limited to 10 characters

Display

• This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.coded_location_qualifier

Indexed in: coded-location-qualifier

952$g - Cost, normal purchase price

Uses

• This field is used to enter the purchase price of the item

• When using the Acquisitions module, this should be filled automatically with the purchase price upon receiving

Values

• This is a free text field

• The price must be digits, with a period as the decimal, with no currency symbols (e.g. 24.95)

• The field in the database limits to two decimal points (e.g. 24.95 is OK but 24.94875 is not)

Display

• This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.price

Indexed in: price

952$h - Serial enumeration / chronology

Uses

• This field is used to enter the issue number of serials or the volume number of series

• When using the Serials module, this should be filled automatically with the issue number

Values

• This is a free text field

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_enumchron or otherholdings_enumchron

  • “Items” tab of the bibliographic record, “Serial enumeration” under “History”

• OPAC

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_enumchron

Mapped to: items.enumchron

952$i - Inventory number

Uses

• This field is used to enter an inventory number for the item

Nota

The inventory number is not Koha’s internal itemnumber (which is stored in 952$9)

Values

• This is a free text field

• The field in the database is limited to 32 characters

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_stocknumber or otherholdings_stocknumber

Mapped to: items.stocknumber

Indexed in: number-local-acquisition

952$j - Shelving control number

Uses

• This field is used to enter a shelf number where the item is located

Values

• The stack number should be numerical

• By default, the field is associated with the STACK authorized value category so you don’t have to remember the numerical values. There are no default values.

Display

• This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.stack

Indexed in: stack

952$l - Total checkouts

Avvertimento

This field should not be editable nor edited manually.

Uses

• This field contains the total number of past and present issues/checkouts of this item

• The number of issues is used to sort search results by popularity

• The number of issues for each item is used to update the total number of issues for the record (942$0)

Display

• Staff interface

  • “Items” tab of the bibliographic record, “Total checkouts” under “History”

Mapped to: items.issues

Indexed in: issues

952$m - Total renewals

Avvertimento

This field should not be editable nor edited manually.

Uses

• This field contains the total number of past renewals of this item

Display

• Staff interface

  • “Items” tab of the bibliographic record, “Current renewals” under “Statuses”

Mapped to: items.renewals

Indexed in: renewals

952$n - Total holds

Avvertimento

This field should not be editable nor edited manually.

Uses

• This field contains the total number of past and present holds on this item

• The number of holds is used to create a RSS feed for most reserved items

Display

• This is not displayed either in the OPAC or in the staff interface.

Mapped to: items.renewals

Indexed in: renewals

952$o - Full call number

Uses

• This field is used to store the item’s call number

• The call number of an item can used in the search

Values

• The records call number can be copied into the item’s call number, the itemcallnumber system preference indicates which record field to use as the source

Display

• Staff interface

  • Search results

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_itemcallnumber or otherholdings_itemcallnumber

  • “Items” tab of the bibliographic record, “Item callnumber” under “Item information”

  • Checkouts table in the patron’s file

    Nota

    Use “Table settings” if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: callno

  • Many other places all throughout Koha

• OPAC

  • Search results, if OpacItemLocation allows it

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_callnumber

  • Checkouts table in the patron’s online account

  • Many other places throughout the OPAC

Mapped to: items.itemcallnumber

Indexed in: local-classification

952$p - Barcode

Required for circulation

Uses

• This field is used to store the item’s barcode

• The barcode of an item can used in the search

Effects on circulation

• The barcode is essential for circulating items

Values

• This should be a date in the YYYY-MM-DD format (there is a handy date picker to ensure the date is in the correct format)

• This is a free text field

• The field in the database is limited to 20 characters

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_barcode or otherholdings_barcode

  • “Items” tab of the bibliographic record

  • Checkouts table in the patron’s file (in the title column)

Mapped to: items.barcode

Indexed in: barcode

952$q - Date due

Avvertimento

This field should not be editable nor edited manually.

Uses

• When the item is checked out, the due date is stored in this field (YYYY-MM-DD)

• This field is used in the “Limit to currently available items” in the facets

Display

• The due date appears in a lot of pages in the circulation module, but it is the due date that comes from the issues, not the item

Mapped to: items.onloan

Indexed in: onloan

952$r - Date last seen

Avvertimento

This field should not be editable nor edited manually.

Uses

• When the item is checked out or in, edited, inventoried, or during any other transaction that affects the item, the date is stored in this field (YYYY-MM-DD)

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_lastseen or otherholdings_lastseen

  • “Items” tab of the bibliographic record, “Last seen” under “History”

Mapped to: items.datelastseen

Indexed in: datelastseen

952$s - Date last checked out

Avvertimento

This field should not be editable nor edited manually.

Uses

• When the item is checked out, the date is stored in this field (YYYY-MM-DD)

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_datelastborrowed or otherholdings_datelastborrowed

  • “Items” tab of the bibliographic record, “Last borrowed” under “History”

Mapped to: items.datelastborrowed

Indexed in: datelastborrowed

952$t - Copy number

Uses

• This field is used to enter the copy number of the item

Values

• This is a free text field

• The field in the database is limited to 32 characters

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_copynumber or otherholdings_copynumber

  • “Items” tab of the bibliographic record, “Copy number” under “History”

• OPAC

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_copy

Mapped to: items.copynumber

Indexed in: copynumber

952$u - URI

Uses

• This field is used to enter a URL or URN specific to the item

• It is not necessary to enter a URL here if there is already a URL in 856$u at the record-level, unless the URL for the specific item differs from the one in 856$u (for example, if you have an online periodical, you can put the URL to the periodical in 856$u and the URL to the specific issue in 952$u)

Values

• It should be a full URL starting with http:// or https://

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_uri or otherholdings_uri

• OPAC

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_url

Mapped to: items.uri

Indexed in: uri

952$v - Cost, replacement price

Uses

• This field is used to enter the replacement cost that will be charged to the patron who loses the item

• When using the Acquisitions module, this should be filled automatically with the replacement price upon receiving

Values

• This is a free text field

• The price must be digits, with a period as the decimal, with no currency symbols (e.g. 24.95)

• The field in the database limits to two decimal points (e.g. 24.95 is OK but 24.94875 is not)

Display

• Staff interface

  • Checkouts table in the patron’s file (in the price column)

    Nota

    Use “Table settings” if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: price

  • “Items” tab of the bibliographic record, “Replacement price” under “Item information”

Mapped to: items.replacementprice

Indexed in: replacementprice

952$w - Price effective from

Uses

• This field is used to enter the date of the replacement price of the item

• When using the Acquisitions module, this should be filled automatically with the acquisition date upon receiving

• If left empty, it will default to the acquisition date (952$d)

Values

• This should be a date in the YYYY-MM-DD format

Display

• This is not displayed either in the OPAC or in the staff interface. The information is only available in the item’s editing form.

Mapped to: items.replacementpricedate

Indexed in: replacementpricedate

952$x - Non-public note

Uses

• This field is used to enter internal notes about the item

Values

• This is a free text field

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue

    • Table id: holdings_table and/or otherholdings_table

    • Column: holdings_itemnotes_nonpublic or otherholdings_itemnotes_nonpublic

  • “Items” tab of the bibliographic record, “Non-public note” under “History”

Mapped to: items.itemnotes_nonpublic

952$y - Koha item type

Required

Uses

• This field contains the item-level item type.

• The item-level item type is used in various places in Koha.

  • The item-level item type is generally used for the circulation rules unless the item-level_itypes system preference is set to use the record-level item type (this system preference lets you choose between using the record-level or item-level item type for the circulation rules, among other things)

  • The item-level item type is indexed and used in the search (see also the AdvancedSearchTypes system preference) as well as the facets

Effects on circulation

• The item type is used as the basis for circulation rules, it will affect the number of items a patron can take out at the same time, number of holds, etc.)

Values

• The values are managed in item types

Display

• Staff interface

  • Search results

  • The itemtypes will be part of the facets in the search results

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_itype or otherholdings_itype

  • “Items” tab of the bibliographic record, “Item type” under “Item information”

  • Checkouts table in the patron’s file

    Nota

    Use “Table settings” if you want to hide that column - Module: Circulation and Patrons - Table id: issues-table - Column: item_type

  • Many other places all throughout Koha

• OPAC

  • The item types will be part of the facets in the search results

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_itemtype

  • Many other places throughout the OPAC

Mapped to: items.itype

Indexed in: itemtype (mc-itemtype), itype (mc-itype)

952$z - Public note

Uses

• This field is used to enter notes about the item

Values

• This is a free text field

Display

• Staff interface

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: Catalogue - Table id: holdings_table and/or otherholdings_table - Column: holdings_itemnotes or otherholdings_itemnotes

  • “Items” tab of the bibliographic record, “Public note” under “History”

• OPAC

  • Holdings table in the record’s detail page

    Nota

    Use “Table settings” if you want to hide that column - Module: OPAC - Table id: holdingst - Column: item_notes

Mapped to: items.itemnotes

Indexed in: note

System control numbers (999)

Koha stores its system control numbers in the 999 field in MARC21 and in the 090 field in UNIMARC.

Nota

The itemnumber is stored in 952$9 (see above).

999$c - Biblionumber

The biblionumber is the internal number assigned to each record by Koha. It is unique and cannot be reattributed even when the record is deleted.

Mapped to: biblio.biblionumber

Indexed in: local-number (sn, biblionumber)

Avvertimento

This field should not be editable nor edited manually.

Nota

In UNIMARC, the biblionumber is stored in the 090$9 subfield.

999$d - Biblioitemnumber

The biblioitemnumber is the internal number assigned to each record by Koha. It is unique and cannot be reattributed even when the record is deleted.

Mapped to: biblioitems.biblioitemnumber

Indexed in: biblioitemnumber

Avvertimento

This field should not be editable nor edited manually.

Nota

In UNIMARC, the biblioitemnumber is stored in the 090$a subfield.

Koha XSLT material type icons

When you have any of the XSLT system preferences (OPACXSLTDetailsDisplay, OPACXSLTResultsDisplay, XSLTDetailsDisplay, and/or XSLTResultsDisplay) along with the DisplayOPACiconsXSLT and DisplayIconsXSLT preferences turned on you will see material type icons on the related screen.

Importante

These images are coming from values found in your leader, if your leader is not cataloged properly it might be best to turn off the DisplayOPACiconsXSLT preference (which can be done while leaving the other XSLT preferences turned on).

• Libro [BK}

  • leader6 = a (e uno dei valori qui messi per leader7)

    • leader7 = a

    • leader7 = c

    • leader7 = d

    • leader7 = m

  • leader6 = t

• Computer File [CF]

  • leader6 = m

• Seriale [CR}

  • leader7 = b

  • leader7 = i

  • leader7 = s

• Materiale cartografico [MP}

  • leader6 = e

  • leader6 = f

• Materiale misto [MX]

  • leader6 = p

• Musica [MU]

  • leader6 = c

  • leader6 = d

  • leader6 = i

  • leader6 = j

• Audiovisivi [VM}

  • leader6 = g

  • leader6 = k

  • leader6 = r

• Kit

  • leader6 = o

Gestione degli ordini e delle prenotazioni

Se siete soliti importare i record MARC al momento dell’ordine dei libri (invece che alla ricezione), e se volete permettere agli utenti di prenotare quei libri, è possibile che dobbiate aggiungere i record delle copie al file *.mrc prima di importarlo.

Il modo più semplice di importare l’ordine più recente è innanzitutto di passare i vostri record al MARCEdit. Scaricate i vostri record MARC, salvando il file sul desktop od un’altra locazione abituale/facile da ricordare. Se MARCEdit è già installato sul computer, sarà sufficiente fare doppio clic sui vostri record MARC e questi si apriranno automaticamente in MARCEdit.

Importante

Questo tutorial è stato scritto per MARCEdit versione 5.2.3769.41641 su Windows XP, le istruzioni possono variare per altre versioni o sistemi.

• Il file originale sarà automaticamente utilizzato in input; assicurarsi di aver selezionato MarcBreaker, quindi fare clic su «Execute».

  

• Il sistema presenta, nella parte inferiore della finestra, una lista dei record che saranno elaborati.

  

• Fare clic su “Edit Records” per proseguire ed aggiungere i record delle copie.

• La finestra sarà sostituita da una più grande, che conterrà i record MARC.

  

• Fare clic su Strumenti > Aggiungi/modifica campo

  

• Immettere le informazioni sulla copia nel formato di Koha

  

  • Nella casella Field, digitare 942

  • Nella casella Field Data digitare \\$c ed il codice del tipo di copia (\\$cBOOK, nell’esempio)

  • Selezionare l’opzione “Insert last”

  • Fare clic su Add Field”

• Immettere i dati del record copia

  

  • Nella casella Field, digitare 952

  • Nella casella Field Data, digitare: $7ORDERED_STATUS$aPERM_LOC$bCURR_LOC$cSHELVING_LOCATION$eSOURCE_OF_ACQ$yITEM_TYPE

    • esempio: $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK

      • Nell’installazione predefinita di Koha -1 è il valore per lo stato Ordinato

    • Se lo si desidera, è possibile apportare modifiche ad altri campi che si vogliono compilare; per esempio si può cambiare il codice della collezione, per registrattre tutte le copie nella stessa collezione (8), compilare automaticamente la data di acquisizione (d), o scrivere una nota visibile agli utenti (z)

    • Assicurarsi di usare il segno $ per separare i sottocampi; se si immettesse ciascun sottocampo su una riga separata, verrebbero generate altrettante copie, durante l’importazione del record MARC. Nell’esempio soprastante, verrebbero create quattro copie, una per ciascun campo corretto.

    • Consultate la sezione Amministrazione > Valori autorizzati di Koha, per accertarsi di immettere i codici corretti in ciascun campo

  • Selezionare l’opzione “Insert last”

  • Fare clic su Add Field”

• Chiudere la finestra dell’editor

• Fare clic su File > Compila in MARC

  

• Scegli dove salvare il file

Adesso entra in Koha e segui le istruzioni per importare record MARC.

Una volta che le copie saranno arrivate, sarà necessario aprire i relativi record, modificare individualmente ciascuna copia per registrare il codice a barre corretto, e cambiare manualmente lo stato da Ordinato a nessun valore nel campo Non prestabile

Nota

Se acquistate le informazioni di catalogazione delle vostre copie, se lo desiderate potete chiedere al venditore di inserire nei record MARC le informazioni di cui avete bisogno per vostro conto. In qesto modo potette importare il file modificato dal venitore, che sovrascriverà i record esistenti e sostituirà automaticamente i dati con quelli desiderati.