Strumenti

Tutti gli strumenti di Koha eseguono determinate operazioni. Spesso voci del menù Strumenti di Koha corrispondono a report in altri sistemi di gestione di biblioteca.

• Vai a: Più > Strumenti

Patrons and circulation

Liste utenti

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

Gli elenchi utenti sono un modo per raggruppare utenti e apportare modifiche di gruppo tramite lo strumento Modifica utenti via batch <batch-patron-modification-label> o i report.

Per creare una nuova lista di utenti clicca il tasto “Nuova lista di utenti”

Enter a list name.

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

Save the list.

Ogni “Lista” ha un menù “Azioni” con altre opzioni.

Per aggiungere utenti all’elenco clicca sul link “Aggiungi utenti” nel menu “Azioni”.

Inserisci il nome o il numero di tessera nel riquadro per la ricerca e clicca sul risultato giusto per aggiungere l’utente.

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

Una volta che si hanno tutti gli utenti che si desidera aggiungere, clicca sul pulsante “Aggiungi utenti” per salvarli nella lista.

Nota

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

Clubs degli utenti

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

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

Importante

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

Creating a new club template

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

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

The description can be any additional information.

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

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

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

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

“Name” is the label of the field

“Description” is additional information about this field.

You can connect authorized values here.

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

“Name” is the label of the field

“Description” is additional information about this field.

You can connect authorized values here.

Creating a new club based on a template

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

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

The description can be any additional information.

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

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

Enrolling a patron in a club from the staff interface

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

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

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

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

Enrolling a patron in a club from the OPAC

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

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

Viewing enrollments

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

Placing a hold for a patron club

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

To place a hold for a patron club:

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

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

3. Search for a title and select a record.

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

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

6. Click the “Place hold” button.

Result: Holds are placed for all club members.

Commenti

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

Tutti i commenti aggiunti dagli utenti tramite l’OPAC ai record bibliografici richiedono moderazione dello staff. Se ci sono commenti in attesa di moderazione, saranno elencati sulla pagina principale dello staff sotto il modulo Liste:

and next to the Comments tool on the Tools page

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

Se non ci sono commenti da moderare, apparirà un messaggio

Puoi anche rivedere e togliere l’approvazione a commenti che avevi approvato in passato, scegliendo la voce “Approvazione commenti”

Patron import

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

L’importazione utenti può essere usata in qualunque momento per aggiungere utenti in gruppo. Si utilizza titpicamente in scuole o università per nuovi gruppi di studenti da registrare.

Creating a patron import file

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

Importante

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

Importante

Le “password” dovranno essere in chiaro, e saranno convertite in codifica Bcrypt.

Se le tue password sono già criptate, parla con il tuo amministratore di sistema per le opzioni

Importante

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

Importante

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

Nota

Se si caricano gli :ref:` attributi utente <patron-attribute-types-label>`, il campo “patron_attributes” deve contenere un elenco delimitato da virgole dei tipi di attributi e valori.

• Il codice tipo di attributo e due punti deve precedere ogni valore.

  • Per esempio: «INSTID:12345,BASEBALL:Cubs»

  • Questo campo deve esser compreso tra doppie virgolette se sono definti valori multipli.

  • Poiché i valori possono contenere spazi, possono essere richieste doppie virgolette:

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

Nota

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

Importing patrons

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

• Scegli il tuo file CSV

  

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

  

• Poi puoi scegliere i valori di default da assegnare a tutti gli utenti che stai importando

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

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

  • Un record equivalente viene trovato usando i valori già presenti nel campo scelto per il controllo delle equivalenze, questo per evitare duplicazioni

  

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

  

Notices & slips

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

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

Nota

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

Ogni avviso può essere modificato ma pochi possono essere cancellati, per evitare errori al sistema che avverrebbero se si tentasse di mandare un avvisoo senza un testo di default. Ogni avviso e ogni ricevuta può esser modificata per singola biblioteca, di default vedi gli avvisi per tutte le biblioteche.

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

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

Adding notices and slips

Per aggiungere un nuovo avviso o ricevuta

• Click “New notice”

  

• Scegli a quale biblioteca inviare l’avviso o la ricevuta

  • Importante

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

• Scegli il modulo a cui l’avviso e” relativo

• Il codice ha un limite di 20 caratteri

• Usa il campo “nome” per espandere il tuo codice

  • Nota

    Con i messaggi di sollecito, assicurati di mettere il nome della biblioteca nella descrizione in modo che sia visibile prima di impostare i trigger.

• Successivamente è possibile personalizzare l’avviso per ogni metodo di spedizione possibile

  • Ogni avviso può avere un testo di email specifico

    

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

    

  • Se pensi di stampare questo avviso, puoi successivamente impostare il template per la stampa.

    

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

    

• Ogni avviso offre le stesse opzioni

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

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

  • Nel corpo del messaggio inserisci il testo che preferisci, usa i campi a sinistra per specificare dati provenienti dal database.

    • Nota

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

    • Importante

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

      • Negli avvisi per i ritardi usa il tag <<items.content>> per stampare la data di tutte le copie che sono in ritardo.

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

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

    • Importante

      Solo i solleciti di restituzione prestiti in ritardo potranno sfruttare i tag <item></item>, tutti gli altri messaggi relativi a copie dovranno usare <<items.content>>

    • Nota

      Per aggiungere la data di oggi puoi usare la sintassi <<today>>

    • Nota

      Se non si desidera stampare il nome completo dell’utente sui ricevute e negli avvisi o nota è possibile immettere dati in “Altro nome” o in “Iniziali” per ogni utente e utilizzare tale valore invece.

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

    

Preview notice templates

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

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

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

Overdue notice markup

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

Importante

Questi nuovi tag funzionano solo sui solleciti di restituzione prestiti, e non per altri avvisi di circolazione, al momento.

Questi tag sono <item> e </item>; che può includere tutti i campi dalle tabelle biblio, biblioitems, e items.

Un esempio d’uso di questi due tag in un template per un un avviso può essere:

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

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

Dunque, assumento che due copie siano in ritardo, genererà un avviso fatto così:

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

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

Existing notices and slips

Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices and slips tool and their style using the NoticeCSS system preference to define a stylesheet.

Suggerimento

Review the Customising notices and slips wiki page for information on formatting item information in these notices.

Here are some of what those notices do:

• 2FA_DISABLE

  • This notice is sent to a staff user when they disable the two-factor authentication on their account.

• 2FA_ENABLE

  • This notice is sent to a staff user when they enable the two-factor authentication on their account.

• 2FA_OTP_TOKEN

  • This notice is used to send a time-based one-time password to a staff user for them to use to log into the staff interface if they have enabled the two-factor authentication on their account.

• ACCEPTED

  • This notice is sent to the patron when their purchase suggestion is accepted.

    Nota

    If you don’t want to send this notice, simply delete it.

• ACCOUNT_PAYMENT

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

• ACCOUNT_WRITEOFF

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

• ACQCLAIM (Acquisition claim)

  • Used for claiming orders in the aquisitions module.

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

  • This notice is sent if several criteria are met:

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

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

• ACQORDER (Acquisition order)

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

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

  • This notice is sent if several criteria are met:

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

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

• ACQ_NOTIF_ON_RECEIV

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

• AR_CANCELED

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

• AR_COMPLETED

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

• AR_PENDING

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

• AR_PROCESSING

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

• AR_REQUESTED

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

• AUTO_RENEWALS

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

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

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

• AUTO_RENEWALS_DGST

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

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

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

• AVAILABLE

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

    Nota

    If you don’t want to send this notice, simply delete it.

• CART

  • This notice is used when sending the cart by email from the OPAC or when sending the cart by email from the staff interface.

• CANCEL_HOLD_ON_LOST

  • This notice is sent to a patron who placed a hold on an item and staff marked this items as lost from the “Holds to pull” list.

  • This notice is sent if the CanMarkHoldsToPullAsLost system preference is set to “Allow to mark items as lost and notify the patron”.

• CHECKIN

  • Questo avviso è inviato come avviso di rientro di tutte le copie rientrate dal prestito.

  • Questo avviso viene utilizzato se sono soddisfatti due criteri:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. L’utente ha richiesto di ricevere questo avviso

       • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

       • Staff can select this notice for a patron in their messaging preferences.

• CHECKOUT

  • Questo avviso è inviato come avviso di prestito per tutte le copie che sono state prestate.

  • Questo avviso viene utilizzato se sono soddisfatti due criteri:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. L’utente ha richiesto di ricevere questo avviso

       • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

       • Staff can select this notice for a patron in their messaging preferences.

• CHECKOUT_NOTE

  • This notice is sent to the system administration (the email address in KohaAdminEmailAddress) to alert them that a patron added a checkout note from their checkouts list on the OPAC.

• DISCHARGE

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

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

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

• DUE

  • This notice is sent as the “Item due” notice for an checked out item that is due today.

  • Questo avviso viene utilizzato se sono soddisfatti due criteri:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. L’utente ha richiesto di ricevere questo avviso

       • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

       • Staff can select this notice for a patron in their messaging preferences.

• DUEDGST

  • This notice is sent as the “Item due” notice for all checked out items that are due today (digest option).

  • Questo avviso viene utilizzato se sono soddisfatti due criteri:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. L’utente ha richiesto di ricevere questo avviso come digest

       • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

       • Staff can select this notice for a patron in their messaging preferences.

• HOLD (Hold available for pickup)

  • This notice is sent to the patron when their hold is ready for pickup.

  • Questo avviso viene utilizzato se sono soddisfatti due criteri:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. L’utente ha richiesto di ricevere questo avviso come digest

       • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

       • Staff can select this notice for a patron in their messaging preferences.

  • Quando questo avviso si riferisce alla tabella delle biblioteche, riporta l’informazione della biblioteca di prelevamento.

• HOLD_CHANGED

  • This notice is sent to library staff (either the email address in ExpireReservesAutoFillEmail), or the library’s reply-to address, to alert them that a hold has been canceled, the item filled the next hold and is now waiting for another patron.

  • This notice is only sent if ExpireReservesAutoFill is set to “Do”.

• HOLD_REMINDER

  • This notice is sent to the patron when their hold has been waiting for pickup for more than a number of days

  • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab. The notice is “Hold reminder”.

  • Staff can select this notice for a patron in their messaging preferences. The notice is “Hold reminder”.

  • The holds_reminder.pl cron job is required to generate this notice.

• HOLDPLACED

  • This notice is sent to the library staff when a hold has been placed.

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

  • When this notice references the branches table it is referring to the pickup library information.

• ILL_PARTNER_REQ

  • This notice is used by the ILL module to send requests to partner libraries.

• ILL_PICKUP_READY

  • This notice is sent to the patron when the inter-library loan they requested has been fulfilled and is now ready for pickup.

  • Staff can select this notice for a patron in their messaging preferences. The notice is “Interlibrary loan ready”.

    Nota

    The option will only appear in the messaging preferences if the ILLModule system preference is enabled.

  • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab. The notice is “Interlibrary loan ready”.

    Nota

    The option will only appear in the messaging preferences if the ILLModule system preference is enabled.

• ILL_REQUEST_CANCEL

  • This notice is sent to library staff when a patron cancels their inter-library loan request from their account in the OPAC.

• ILL_REQUEST_MODIFIED

  • This notice is sent to library staff when a patron modifies their inter-library loan request from their account in the OPAC.

• ILL_REQUEST_UNAVAIL

  • This notice is sent to the patron when the inter-library loan they requested has been cancelled because it was unavailable.

  • Staff can select this notice for a patron in their messaging preferences. The notice is “Interlibrary loan unavailable”.

    Nota

    The option will only appear in the messaging preferences if the ILLModule system preference is enabled.

  • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab. The notice is “Interlibrary loan unavailable”.

    Nota

    The option will only appear in the messaging preferences if the ILLModule system preference is enabled.

• ILL_REQUEST_UPDATE

  • This notice is sent to the patron to alert them that their inter-library loan request has been updated.

  • Staff can select this notice for a patron in their messaging preferences. The notice is “Interlibrary loan updated”.

    Nota

    The option will only appear in the messaging preferences if the ILLModule system preference is enabled.

  • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab. The notice is “Interlibrary loan updated”.

    Nota

    The option will only appear in the messaging preferences if the ILLModule system preference is enabled.

• LIST

  • This notice is used when sending a list by email from the OPAC or when sending a list by email from the staff interface.

• MEMBERSHIP_EXPIRY

  • Questo avviso può essere inviato agli utenti per avvertirli che le loro tessere stanno per scadere.

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

• NEW_CURBSIDE_PICKUP

  • This notice is sent to the patron when a curbside pickup is scheduled.

  • In order to send this notice,

    • The curbside pickup module must be enabled

    • The patron must have chosen to receive the “Hold filled” notice by email.

      • Staff can select this notice for a patron in their messaging preferences

      • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

• NEW_SUGGESTION

  • This notice is sent to library staff when the EmailPurchaseSuggestions system preference is enabled.

• NOTIFY_MANAGER

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

• ODUE (Overdue notice)

  • This notice is used to send overdue notices to patrons

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

  • Requires that you set Overdue notice/status triggers

• OPAC_REG

  • This notice is sent to library staff when the EmailPatronRegistrations system preference is enabled and a patron registers through the OPAC.

• OPAC_REG_VERIFY

  • This notice is sent to the patron who registered through the OPAC if the PatronSelfRegistrationVerifyByEmail system preference is enabled.

• ORDERED

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

  Nota

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

• PASSWORD_CHANGE

  • This notice is sent to a patron whose password was changed, if the NotifyPasswordChange system preference is enabled.

• PASSWORD_RESET

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

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

• PICKUP_RECALLED_ITEM

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

• PREDUE

  • This notice is sent as the “Advanced notice” when an item is due

  • Questo avviso viene utilizzato se sono soddisfatti due criteri:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. L’utente ha richiesto di ricevere questo avviso

       • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

       • Staff can select this notice for a patron in their messaging preferences.

• PREDUEDGST

  • This notice is sent as the “Advanced notice” digest for all items that are due

  • Questo avviso viene utilizzato se sono soddisfatti due criteri:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. L’utente ha richiesto di ricevere questo avviso come digest

       • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

       • Staff can select this notice for a patron in their messaging preferences.

• PROBLEM_REPORT

  • This notice is sent to the email address in the KohaAdminEmailAddress system preference, or the library’s email address when a patron reports a problem on the OPAC.

• RECEIPT

  • Used to send a payment receipt by email from the point of sale module.

• REJECTED

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

    Nota

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

• RENEWAL

  • This notice is sent as the “Item checkout and renewal” notice for all items that are renewed

  • Questo avviso viene utilizzato se sono soddisfatti tre criteri:

    1. The EnhancedMessagingPreferences is set to “Allow”

    2. The RenewalSendNotice system preference is set to “Send”

    3. L’utente ha richiesto di ricevere questo avviso

       • If EnhancedMessagingPreferencesOPAC is set to “Show”, patrons will be able to choose their messaging preferences in their online account in the Messaging tab.

       • Staff can select this notice for a patron in their messaging preferences.

• RETURN_RECALLED_ITEM

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

• SERIAL_ALERT (New serial issue)

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

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

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

    Nota

    Notice also that if you’d like to notify patrons of new serial issues, you can click on “define a notice” which will take you to the “Notices” tool.

• SHARE_ACCEPT

  • E” usato per notificare a un utente che un altro utente ha accettato di condividere la lista.

  • Requires that the OpacAllowSharingPrivateLists system preference be set to “Allow”.

  • See Managing lists for more information about sharing lists.

• SHARE_INVITE

  • E” usato per notificare a un utente che un altro utente vuole condividere una lista con lui.

  • Requires that the OpacAllowSharingPrivateLists system preference be set to “Allow”.

  • See Managing lists for more information about sharing lists.

• SR_SLIP

  • Used to notify library staff from a particular library branch of items that should be transferred to another library in the context of stock rotation.

  • Requires the stockrotation.pl cron job.

• STAFF_PASSWORD_RESET

  • This notice is sent when a staff member sends a password reset email to a patron.

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

• TICKET_ACKNOWLEDGE

  • This notice is sent to the reporter of a catalog concern when they report a concern through the staff interface, or when they report a concern through the OPAC, to acknowledge that the concern report was received.

  • The concern report feature is enabled in the staff interface by the CatalogConcerns system preference and in the OPAC by the OpacCatalogConcerns system preference.

• TICKET_NOTIFY

  • This notice is sent to the cataloging team, to the email address in the CatalogerEmails system preference, to notify them that a concern was reported about a bibliographic record.

  • The concern report feature is enabled in the staff interface by the CatalogConcerns system preference and in the OPAC by the OpacCatalogConcerns system preference.

• TICKET_RESOLVE

  • This notice is sent to the reporter of a catalog concern when the concern is marked as resolved with the “Notify” flag.

  • The concern report feature is enabled in the staff interface by the CatalogConcerns system preference and in the OPAC by the OpacCatalogConcerns system preference.

• TICKET_UPDATE

  • This notice is sent to the reporter of a catalog concern when the concern is updated with the “Notify” flag.

  • The concern report feature is enabled in the staff interface by the CatalogConcerns system preference and in the OPAC by the OpacCatalogConcerns system preference.

• TO_PROCESS

  • Utilizzato per notificare un membro del personale se un suggerimento di acquisto è stato spostato sul fondo che gestisce

  • Requires the notice_unprocessed_suggestions cron job

• WELCOME

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

  Nota

  For security reasons, it is not possible to send the patron’s password in a notice.

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

• ACCOUNT_CREDIT

  • Used to print a receipt for a credit (either a payment, writeoff or other credit).

  • The slip or receipt can be printed manually with the “Print” button next to a credit type account line in the patron’s accounting tab.

  • The slip or receipt can also be printed semi-automatically when paying or writing off a charge if the FinePaymentAutoPopup system preference is enabled.

  Nota

  It is possible to set specific notices for different credit types. To do so, create a new notice with the code CREDIT_ followed by the credit type code.

  For example, to have a specific slip for writeoffs, create a new notice with the code CREDIT_WRITEOFF.

• ACCOUNT_DEBIT

  • Used to print an invoice for a debit (any type of charge, such as a lost item fee, or overdue fine).

  • The slip or invoice can be printed manually with the “Print” button next to a debit type account line in the patron’s accounting tab.

  Nota

  It is possible to set specific notices for different debit types. To do so, create a new notice with the code DEBIT_ followed by the debit type code.

  For example, to have a specific slip for lost items, create a new notice with the code DEBIT_LOST.

• ACCOUNTS_SUMMARY

  • Used to print a summary of outstanding charges and unused credits in the patron’s account.

  • The slip can be printed manually with the “Print account balance” option in the “Print” button at the top of the patron’s details page.

• AR_SLIP

  • Used to print a slip for an article request

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

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

• CHECKINSLIP

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

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

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

• ISSUEQSLIP

  • Used to print the quick slip in circulation

  • La ricevuta veloce include solo le copie prestate oggi

• ISSUESLIP

  • Used to print a full slip in circulation

  • La ricevuta mostrerà le copie prestate oggi cosi come le copie ancora in prestito

• HOLD_SLIP

  • Usato per stampare una ricevuta di prenotazione

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

• OVERDUE_SLIP

  • Used to print an overdues slip

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

• RECALL_REQUESTER_DET

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

• RECEIPT

  • Used to print a payment receipt in the point of sale module.

• TRANSFERSLIP

  • Usato per stampare una ricevuta di trasferimento

  • La ricevuta di trasferimento è stampata quando confermi il trasferimento da una biblioteca all’altra nel tuo sistema

This tool also allows you to modify database entries for some specific purposes. So far, only the overdue fine description is available.

• OVERDUE_FINE_DESC

  • This template is used to generate the description for overdue fines in a patron’s account.

    Nota

    The information available to this customization come from the checkouts (issues), items and patrons (borrowers).

Overdue notice/status triggers

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

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

Importante

Per inviare agli utenti solleciti di prestiti da restituire, occorre indicare che alla categoria utente vanno inviati solleciti.

Importante

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

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

• Il ritardo è il numero di giorni dopo che un problema si è verificato e prima che venga attivata un’azione.

  • Importante

    Se volete che Koha attivi un’azione (inviare una lettera o limitare un utente), è necessario indicare un valore di ritardo.

• Per inviare ulteriori avvisi circa i ritardi, clicca sulle schede “Secondo” e “Terzo” avviso

• Se vuoi impedire a un utente di fare prestiti perché ha delle copie in ritardo, seleziona la casella “Sospeso dal prestito”; questo inserirà una notizia sul record utente, e al momento del prestito il bibliotecario verrà avvisato che l’utente non può ricevere prestiti perché ha copie in ritardo.

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

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

Patron card creator

• Get there: More > Tools > Patron card creator

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

• Personalizzare i layout di tessere utente con il testo recuperato dai dati utente

• Definisce dei template personalizzati per le stampe delle tessere utente (per usare al meglio i fogli delle etichette)

• Costruisci e gestisci batch di stampa tessere utenti

• Esportare (in formato PDF) lotti singoli o multipli da stampare

• Esportare (in formato PDF) tessere utente singole o multiple da un processo batch

Layouts

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

Il layout definisce il testo e l’immagine che verranno stampate sulla scheda e il punto in cui appariranno.

Nota

Possono essere stampate sulla tessera fino a tre righe di testo, il numero dell’utente in formato barcode e fino a due immagini.

Add a layout

Se non si hanno i layout definiti, si aggiungerà un nuovo layout facendo clic sul pulsante “Nuovo” e scegliendo “Layout”.

Si può anche scegliere di premere il tasto “Gestire il layout” sul lato sinistro. Qui vi verrà offerto un elenco di layout disponibili, da selezionare per la modifica. Comunque nella parte superiore della pagina c’è sempre il pulsante “Nuovo layout”.

• Il nome assegnato al layout è a tuo beneficio, dovrebbe essere qualcosa che ti permetta di identificarlo facilmente in futuro.

• La lista “Unita” è utilizzata per definire la scala di misura che stai usando per i tuoi layout.

  

  • Nota

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

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

  • Nota

    Occorre un layout sia per la parte anteriore e posteriore della tessera se si dispone di tessere di biblioteca con 2 facce, questa opzione non consente di stampare le due facce, consente solo di tenere traccia di quale lato della tessera si sta progettando.

• Hai la possibilità di aggiungere fino a 3 linee di testo sulla tessera. Può essere una frase statica, con campi dal record utente. Se vuoi inserire campi dal record utente, metti i nomi dei campi tra uncinate, così: <firstname>

  • Nota

    Un elenco completo dei nomi dei campi può essere trovata nello schema del database di http://schema.koha-community.org

• Per ogni linea di testo puoi scegliere il tipo di font, la dimensione del font e la collocazione del testo sulla tessere usando le coordinate X e Y

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

• Infine puoi scegliere fino a due immagini da stampare sulla tessera.

  • Una può essere l”immagine utente che puoi ridimensionare a piacimento.

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

  Importante

  È responsabilità dei progettisti definire linee di testo, codici a barre e le immagini in modo che non si sovrappongano.

Dopo aver salvato, i tuoi layout appariranno nella pagina “Gestisci i layout”.

Templates

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

Un template è la collezione di etichette/schede che stai usando. Il template può essere Avery 5160 per le etichette degli indirizzi, Gaylord 47-284 per le etichette dei dorsi oppure Avery 28371 per le schede degli utenti. Queste etichette contengono tutte le informazioni di cui hai bisogno per configurare Koha, queste informazioni possono essere contenute nell’involucro oppure si possono trovare sul sito del fornitore.

Add a template

Per aggiungere un nuovo modello fai clic sul pulsante “Nuovo modello” nella parte superiore della pagina, che porta al modulo di modifica del modello. Si può anche scegliere di premere il tasto “Gestisci modelli” sul lato sinistro. Qui verrà offerto un elenco di modelli disponibili che è possibile selezionare per l’editing. Ma nella parte superiore della pagina vi è ancora il pulsante “Nuovo modello”.

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

• Template ID è semplicemente un ID univoco generato dal sistema

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

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

• La tendina Unità viene utilizzata per definire quale scala di misura utilizzare per il modello.

  

  • Nota

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

• Le misure (altezza pagina, larghezza della pagina, larghezza tessera, altezza tessera) possono essere sulla confezione, o sul sito del venditore o possono essere misurate da un foglio di esempio.

• Un profilo è un insieme di «aggiustamenti» ad un dato modello appena prima della stampa che compensa anomalie uniche e peculiari di una determinata stampante (a cui viene assegnato il profilo).

  • Prima di raccogliere un profilo cerca di stampare alcune schede di esempio così da poter definire facilmente il profilo adatto alla combinazione scelta di templatate / stampante.

  • Dopo aver trovato e la documentazione di eventuali anomalie nel documento stampato, allora si può creare un profilo e assegnarlo al modello.

  • Importante

    Non specificare un profilo se non necessario, vale a dire non fare clic per definire un profilo della stampante. Non è possibile rimuovere un profilo da un modello, ma è possibile passare a un altro profilo.

  • Nota

    Se devi usare più stampanti, puoi definire diversi template identici ma che differiranno per il profilo usato.

Dopo aver salvato, i tuoi template appariranno nella pagina “Gestisci i template”.

Profili

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

Un profilo è un insieme di «perfezionamenti» da applicare a un dato template subito prima della stampa, per compensare anomalie o peculiarità di ogni stampante (a cui il profilo è assegnato). Questo significa che se imposti un template e poi stampi una prova e noti che i dati delle tessere non sono allineati correttamente alle etichette, devi impostare un profilo per la stampante (o addirittura per un determinato vassoio) per migliorare la stampa, per esempio introducendo spostamenti del testo a destra o a sinistra, in alto o in basso.

Se le tessere utente sono stampate cosi come vuoi, non è necessario che tu crei un profilo

Add a profile

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

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

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

  • Nota

    Ad esempio: se si desidera utilizzare il numero di modello della stampante nel nome della stampante è possibile, o si può chiamare “la stampante sulla mia scrivania”

• Il templeta va compilato una volta che hai scelto quale template collegare al profilo nel form di modifica template

• La lista “Unità” è utilizzata per definire la scala di misura che stai usando per i profili

  

  • Nota

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

• Offset deve essere usato quando l’intera immagine è fuori centro orizzontalmente o verticalmente. Intervallo descrive una condizione in cui la distanza tra le etichette cambia all’interno della pagina o su e giù la pagina

  • Per i valori di offset e intervallo, i numeri negativi spostano le informazioni su e a sinistra sul foglio stampato e numeri positivi le spostano verso il basso e a destra

  • Esempio: il testo è .25» (pollici) dal margine sinistro della prima etichetta, .28» dal margine sinistro della seconda etichetta, e da .31» dal margine ministro della terza. Questo significa che il margine orizzontale va messo a .03» per gestire questa differenza.

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

Una volta che hai salvato il tuo nuovo profilo, puoi tornare alla lista dei templates e scegliere di modificare il template che usa questo profilo.

Lavorazioni batch

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

Un batch è una collezione di utenti per i quali vuoi generare delle schede.

Add a batch

Per aggiungere un nuovo batch, si fa clic sul pulsante “Nuovo batch” nella parte superiore della pagina. Scegliendo la voce di menu “Gestione batch” sulla sinistra viene visualizzato un elenco dei batch già definiti. In questa schermata si può selezionare un batch per la modifica o aggiungere un nuovo batch.

Per un nuovo batch, si apre un messaggio che chiede di selezionare gli utenti da elaborare nel batch.

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

Da qui è possibile cercare gli utenti da aggiungere al batch tramite parte del loro nome, categoria e/o biblioteca. Usando * nella ricerca, verranno visualizzati tutti gli utenti.

Dai risultati è possibile aggiungere utenti al lotto facendo clic sul pulsante “Aggiungi”. Dopo aver aggiunto utenti dai risultati si può ricominciare da capo e effettuare un’altra ricerca o fare clic su “Chiudi” nella parte inferiore dello schermo per indicare che si è concluso. Verrà quindi presentato il batch.

Se sei soddisfatto del batch, è possibile procedere all’esportazione. Se si vuole correggere o eliminare il batch, i pulsanti per farlo si trovano nella parte superiore dello schermo. Si può sempre tornare qui attraverso il bottone “Gestione batch tessere”.

Se vuoi esportare tutte le tessere utente puoi cliccare su “Esporta batch tessere”, altrimenti puoi scegliere alcuni utenti cliccando la casella di spunta a destra del nome e poi cliccare “Esporta tessere selezionate” in alto.

Il menu di esportazione chiederà di scegliere un modello, un layout e la posizione di partenza (dove deve iniziare la stampa sul foglio).

Nota

Per la posizione di partenza, se p.es. sono già stati utilizzate le prime 6 etichette sul foglio, è possibile avviare la stampa dall’etichetta nella posizione 7 del foglio. Le etichette sono numerate da sinistra a destra, dall’alto verso il basso.

Una volta che si fa clic su “Esporta”, si presenterà un PDF delle etichette da stampare

Quando si apre il PDF si vedrà le tessere da stampare

L’immagine qui sopra mostra un layout fatto con due righe di testo. La prima è testo libero, la seconda è composta dai campi <firstname> <surname>. L’immagine utente viene stampata (se disponibile) e il barcode utente viene mostrato nel formato code 39. Il tutto è stampato su un template di tre colonne e 8 righe usando le posizioni 1-3. Stampando in formato PDF, fare attenzione che la stampa non cambi la scala del PDF (p.es. che non esegua un “adatta alla pagina”) altrimenti la stampante non obbedirà al template.

Manage images

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

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

Importante

IMPORTANTE: Le immagini non devono superare i 500k.

Nota

CONSIGLIO: Le immagini caricate con questo strumento dovrebbero almeno avere 300 dpi, che è il minimo per stampare un’immagine.

Al centro dello schermo si trova una semplice form per inviare un file. Cercalo sul tuo computer e associa un nome per lavorarlo dopo averlo caricato su Koha.

A caricamento del file avvenuto, ti verrà presentato un messaggio di conferma.

E l’immagine verrà elencata insieme alle altre sulla parte destra della pagina.

Per cancellare una o più di queste immagini, spunta la casella rispettiva e premi il bottone “Cancella”

Batch patron deletion/anonymization

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

Questo strumento permette di rendere anonimo le registrazioni di circolazione o cancellare in massa dei records utente. Questo significa che il sistema tiene un link fra vecchi prestiti e le loro copie ma tronca il link all’utente.

Importante

Utenti con multe o copie in prestito non vengono salvati. Essi non sono completamente rimossi dal sistema (sono spostati nella tabella delete_borrowers), ma questo strumento non fornisce tutti i controlli che si potrebbero desiderare.

Importante

Prima di usare questo strumento conviene fare un backup del database. Le modifiche fatte qui saranno permanenti.

Importante

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

Per cancellare o rendere anonimi gli utenti

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

• Indica una data massima prima della quale intendi modificare i dati

• Se stai cancellando degli utenti puoi anche cercare quegli utenti che

  • non hanno effettuato prestiti da una certa data

  • hanno accounts che scadranno prima della data indicata

  • sono di una specifica categoria utente

  • sono in una lista utenti

• Clicca “Successivo”

• Per confermare ti verrà chiesto se sei sicuro che questo avvenga

  

• Premendo “Fine” i dati verranno cancellati o resi anonimi

  

Modifica utente via batch

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

Con questo strumento è possibile apportare modifiche a un lotto di record utente. Basta caricare un file di numeri tessera (uno per riga), scegliere tra una lista di utenti o scansire i numeri di tessera utente nella casella apposita.

Una volta che hai caricato il file o scansito i barcode, fai click su “Continua”. Vedrai una lista di utenti e dei cambiamenti che puoi apportare.

A sinistra di ogni casella di testo c’è una casella di spunta. Se viene cliccata, i campi verranno svuotati.

Importante

Se il campo è obbligatorio, non si sarà in grado di cancellare il valore in esso.

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

Una volta fatti i cambiamenti, clicca “Salva” e ti saranno presentati gli utenti modificati.

Batch extend due dates

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

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

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

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

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

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

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

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

Nota

Access to this tool requires the Tools permission batch_extend_due_dates.

Tag moderation

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

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

Per moderare i tag usa lo strumento Tags. Quando usi questo strumento per la prima volta, ti sara presentata una lista di tag che aspettano di essere approvati o rifiutati da un bibliotecario

• Per vedere tutti i titoli a cui questo tag è stato collegato, semplicemente clicca sul termine

  

  • Da questo elenco di titoli è possibile rimuovere un tag senza impedirne l’uso futuro facendo clic sul pulsante “Rimuovi tag” a destra del titolo.

• Per approvare un tag, clicca “approva” sulla linea del termine o seleziona i termini che vuoi approvare e clicca “approva” sotto la tabella.

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

Una volta che un tag è stato approvato o scartato, viene messo nell’apposita lista di tag. Un riassunto di tutti i tag apparirà nella parte destra della pagina

Anche se un tag è approvato o scartato, può essere ancora spostato in un’altra lista. Quando guardi i tag approvati, ogni tag ha l’opzione per essere scartato:

Per controllare i termini dei tag rispetto alle liste di termini approvati o respinti (e, eventualmente, rispetto al dizionario che è stato assegnato per il tag moderazione) è sufficiente inserire il termine nella casella di ricerca nella parte inferiore destra dello schermo per visualizzare lo stato del termine

Infine si possono cercare tag utilizzando i filtri sulla sinistra.

Upload patron images

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

Patrono immagini possono essere caricate in blocco se permettere immagini utente consente di allegarle ai record utente. Queste immagini possono essere utilizzate anche durante la creazione di tessere utente.

• Crea un file txt e dagli nome «DATALINK.TXT» o «IDLINK.TXT»

• Su ogni riga nel file di testo inserire numero di tessera utente seguito da virgola (o tab) e poi il nome file dell’immagine

  

  • Assicurati che il tuo file TXT sia un documento di testo in chiaro, non un RTF.

• Comprimi il file di testo e le immagini

• Go to the Upload patron images tool

  

• Per una singola immagine, indica il nome del file e il numero tessera dell’utente

• Per più immagini, scegli di caricare un file zip

• Dopo aver caricato, ti verrà presentato un messaggio di conferma.

  

  Importante

  C’è un limite di 100K sulla dimensione dell’immagine caricata e si raccomanda che l’immagine sia 200 x 300 pixel, ma immagini più piccole funzionerà pure.

Rotating collections

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

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

Importante

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

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

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

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

Transfer a rotating collection

Trasferendo una rotating collection accadrà:

• Cambia l’attuale localizzazione delle copie nella collezione in quella in cui vengono trasferite

• Inizia a trasferire dalla corrente localizzazione alla localizzazione in la collezione si trasferisce. Quando la biblioteca riceve la collezione deve far rientrave le copie per completare il traserimento-

Puoi trasferire una collezione in uno di questi due modi:

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

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

  Importante

  Per completare il processo di trasferimento, la biblioteca che riceve la rotating collection deve far rientrare tutte le copie quando le riceve. Questo chiuderà la fase di trasferimento così le copie non risulteranno più “in transito”.

Se una copia di una rotating collection viene prestata/rientra in una biblioteca diversa da quella dove doveva essere trasferita, una notifica apparira al personale della biblioteca avvisando che si tratta di una copia di una rotating collection. Inoltre dirà a quale biblioteca va inviata.

Additional tools

Calendario

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

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

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

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

Adding events

Prima di aggiungere degli eventi, scegli la biblioteca a cui vuoi applicare delle chiusure. Quando aggiungi degli eventi ti verrà chiesto di applicare l’evento a una o più biblioteche. Per aggiungere un evento, semplicemente

• Clicca sulla data nel calendario per impostare la chiusura a

  

• Nel modulo che appare sopra il calendario, inserire le informazioni di chiusura (per ulteriori informazioni su ogni opzione fare clic sul punto di domanda [?] alla destra dell’opzione)

  • La biblioteca viene messa in automatico basandosi sulla biblioteche che hai scelto nella lista all’inizio della pagina

  • L’informazione sul giorno viene inserita in automatico basandosi sulla data che tu scegli sul calendario

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

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

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

  • Poi si può scegliere se questo evento è un evento di una volta o se è ripetibile.

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

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

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

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

      Nota

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

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

      Nota

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

  • Infine, decidere se questo evento deve essere applicato a tutte le biblioteche o solo quello che avete originariamente selezionato

    • Se si preferisce immettere tutte le vacanze e poi copiarle ad un’altra biblioteca tutto in una volta, è possibile utilizzare il menu di copia sotto il calendario

      

• Dopo il salvataggio l’evento verrà mostrato nel sommario alla destra del calendario

  

Editing events

Per modificare gli eventi

• Clicca sull’evento nel calendario se vuoi fare dei cambiamenti (per fare i cambiamenti clicca sulla data nel calendario, non sull’evento elencato nella tabella riassuntiva)

  

• Da questo modulo è possibile apportare modifiche alla vacanza o eliminare completamente la vacanza.

  • Tutte le azioni richiedono di fare clic su “Salva” prima che la modifica venga apportata.

• Cliccando su eventi ripetibili offrirà opzioni leggermente diverse

  

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

  • Tutte le azioni richiedono di fare clic su “Salva” prima che la modifica venga apportata.

Additional help

Quando aaggiungi o modifichi eventi, puoi avere una help aggiuntivo cliccando sul segno ? vicino a diverse opzioni del form

CSV profiles

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

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

Add CSV profiles

To add a CSV profile

• Click on “New CSV profile”

  

  • Il “Nome profilo” apparirà nell’export nella lista di selezione quando scegli di scaricare dal tuo carrello o lista

    

  • Il “tipo di profilo” determina quale tipo di campi si intende utilizzare (MARC o SQL) per definire un profilo

    • Se scegli MARC sarà necessario immettere campi MARC

      

    • Se scegli SQL, sarà necessario inserire campi di database SQL

      

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

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

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

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

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

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

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

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

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

  • Il “Separatore CSV” è il carattere usato per separare valori o gruppi di valori

    Nota

    L’opzione più comune qui è virgola, dato che molti programmi di fogli elettronici sanno come aprire file con dati separati da virgole.

  • Il Separatore di campo è il carattere utilizzato per separare i campi duplicati

    • Esempio: il campo 650 può essere ripetuto e questo è il carattere che li separerà nella colonna

      

  • Il “separatore di sottocampo” è il carattere utilizzato per separare i sottocampi duplicati

    • Esempio: in un campo possono esserci sottocampi $a ripetuti

  • Il campo “Codifica” permette di indicare il set di caratteri usato per salvare il file

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

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

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

    • Nota

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

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

Modify CSV profiles

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

• Scegli il profilo da modificare e cambia i campi necessari.

• Dopo aver inviato i cambiamenti, ti verrà presentato un messaggio di conferma.

  

• Per cancellare un profilo, seleziona l’opzione “Cancella profilo selezionato” prima di cliccare “Invia”

  

Using CSV profiles

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

Log viewer

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

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

Nota

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

Scegliendo differenti combinazioni del menù opzioni produrrà il file di log della query.

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

Nota

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

News Koha

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

Il modulo “News” di Koha permette ai bibliotecari di inserire notizie e avvisi nell’Opac, nell’interfaccia staff e nelle ricevute della circolazione.

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

• Click “New entry”

  

  • Code: enter a unique code for this news item

  • Display location: choose where to put the news

    

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

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

      

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

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

        

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

    • Slip: content will appear on the circulation receipts

      

      Nota

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Nota

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

• After filling in all of the fields, click “Save” at the top of the page.

  • Alternatively, click the arrow next to the “Save” button and choose “Save and continue editing” if you need to stay on this page to continue editing the news item.

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

HTML customizations

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

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

To add content to the OPAC:

• Click “New entry”

  

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

  • Display location: choose where to put the content

    

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

    

    Nota

    The Quote of the day feature is found in the tools module, and the news are managed in the news tool. The rest of the customizable blocks are managed in the HTML customizations tool.

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

    • CatalogConcernHelp: content will appear at the bottom of catalog concern form when reporting a concern in the OPAC, or reporting a concern in the staff interface. The default text is «Please describe your concern clearly and the library will try to deal with it as quickly as possible».

    • CatalogConcernTemplate: content will appear in the main text area of the catalog concern form when reporting a concern in the OPAC, or reporting a concern in the staff interface. The default text is

      **Describe the concern**
      
      A clear and concise description of what the concern is.
      
      **To Reproduce**
      
      Steps to reproduce the behavior:
      1. Go to '...'
      2. Click on '....'
      3. Scroll down to '....'
      4. See error
      
      **Expected behavior**
      
      A clear and concise description of what you expected to happen.
      

      Suggerimento

      Since this will be in a text field, there is no way to add formatting. Make sure to use the text editor, not the WYSIWYG editor, in order to have line breaks in your text.

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

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

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

    • OpacLibraryInfo: content will appear in the “Libraries” page in the OPAC, as well as in the holdings table in the OPAC

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

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

    • OpacMoreSearches: content will appear under the search box at the top of the OPAC. By default (and depending on system preferences) there is a link for Advanced Search, Course reserves, Authority search, and Tag cloud. Any new searches will be added to the right of the already present links.

    • OpacMySummaryNote: content will appear above the patron’s summary and below the welcome message when the patron logs in to the OPAC and views their “your summary” tab.

      

    • OpacNav: content will appear on the left hand column of the main page and patron account on the OPAC. When on the patron account page, the content in OpacNav will appear before the account tabs (summary, charges, personal details, etc.)

    • OpacNavBottom: content will appear on the left hand column of the main page and patron account on the OPAC. When on the patron account page, the content in OpacNavBottom will appear after the account tabs (summary, charges, personal details, etc.). On the main page, the content in OpacNavBottom appears right below the content in OpacNav.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Nota

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

Nota

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

• After filling in all of the fields, click “Save” at the top of the page.

  • Alternatively, click the arrow next to the “Save” button and choose “Save and continue editing” if you need to stay on this page to continue editing the news item.

Pages

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

The pages tool is a tool to create custom additional pages in the OPAC and in the staff interface. It is based on the same tool as the news and the HTML customizations, therefore it works in the same way.

To add a new page:

• Click “New entry”

  

  • Display location: choose the interface from which this page should be accessed

    • Librarian and OPAC interfaces: two links will be created, one for the OPAC and one for the staff interface

    • Librarian interface: a link for the staff interface will be created

    • OPAC: a link for the OPAC will be created

  • Library: choose the library for which this page will be available

    • If an OPAC page is limited to a library, only logged in users whose home library matches the page library will be able to access the page.

    • Pages limited to a library will not be accessible to OPAC users who are not logged in, unless your system administrator has configured an “OPAC_BRANCH_DEFAULT” override in virtual host configuration.

    • If a staff interface page is limited to a library, only staff logged into that library will be able to access the page.

  • Publication date: use the publication date field to control from which date your page is accessible, if it should only be accessed at a future date.

  • Expiration date: use the expiration date field to remove the page after a specific date.

    • If this field is empty the page will be available until you remove it manually

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

Nota

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

• After filling in all of the fields, click “Save” at the top of the page.

  • Alternatively, click the arrow next to the “Save” button and choose “Save and continue editing” if you need to stay on this page to continue editing the news item.

• In the table, a link will be generated for the OPAC or the staff interface or both. Use this link in HTML customizations, news or system preferences such as IntranetNav or IntranetmainUserBlock so that the patrons or staff members can access the new page.

  Nota

  To link to a specific page, use the code in the URL with the code= parameter. For example:

  OPACBASEURL/cgi-bin/koha/opac-page.pl?code=staff_and_opac_42
  
  STAFFCLIENTBASEURL/cgi-bin/koha/tools/page.pl?code=staff_and_opac_42
  

  In multi-language installations, use the language= parameter followed by the language code to link to the page in a specific language. For example:

  OPACBASEURL/cgi-bin/koha/opac-page.pl?code=staff_and_opac_42&language=fr-CA
  
  STAFFCLIENTBASEURL/cgi-bin/koha/tools/page.pl?code=staff_and_opac_42&language=fr-CA
  

To use a custom page

Once the page has been developed and saved, you will see a summary table of all custom pages. This table also displays the generated links to access these custom pages. The links will be available in both the default language, and the installed language currently in use by the logged in staff member.

There is a button to preview the created page. This is helpful to check how the page looks and functions before it is deployed.

Now the page has been created, there are a number of ways to make the page accessible to your patrons in the Koha OPAC.

One option is to use an HTML customisation to add the link to the page to a section of the OPAC. The page can be added as a navigation link (in OpacNav, OpacNavBottom, or OpacNavRight). Depending on the page, it may be more suitable in the header (opacheader), footer (opaccredits), or main section of the homepage (OpacMainUserBlock).

HTML customizations are only displayed on the OPAC, so News items would be the appropriate tool to add the link to the main landing page of the staff interface.

The benefit of putting the page link in an HTML customization or News item is that you can use the WYSIWYG editor, instead of writing code. However, there is always the option to write the content in the HTML text editor too, if you prefer.

Those more proficient in writing code could use jQuery (Javascript) to insert their page link anywhere in the OPAC or staff interface.

Using jQuery, the pages could be added to either interface as simple text links, or as more advanced button links or image links. Add code to the OPACUserJS system preference to apply jQuery to the OPAC, or to the IntranetUserJS system preference to apply jQuery to the staff interface.

Clever ways to use custom pages:

There are many interesting ways to use custom pages in a Koha library. We’ve heard discussion of pages being used for tables of contents, frequently asked questions pages for the library, and enquiry forms.

Another way to make custom Koha page content accessible for users, would be to catalogue those pages so they pop in in Koha search results, for example library tutorials that patrons may be looking for.

Once the page has been created, it can be catalogued in the URI field of a record (856$u). Alternatively, it could be catalogued in the URI field of an item attached to a record (952$u). Both of these fields get converted into hyperlinks by Koha. If catalogued in a record or item, it would then be indexed and become searchable.

Once catalogued, these pages could be used in other ways that are typically reserved for books and other records. The records representing pages can be added to lists, or stored in virtual collections or locations that make them easier to find in the catalogue. They could even be captured and displayed in carousels!

Task scheduler

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

Lo schedulatore è uno strumento per impostare la creazione di report da eseguire ogni volta che ti serve.

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

• L’ora del server è l’orario sul tuo server (lo schedulatore di tutti i report si basa su quell’orario, non sul tuo orario locale)

• L’orario deve essere inserito nella forma hh::mm (due cifre per l’ora, due cifre per i minuti)

• Inserisci la data usando il calendario pop-up

• Da Report scegli il report che vuoi schedulare

• Scegli se ricevere il testo oppure un link ai risultati

• Nel campo email scrivi l’email di chi vuoi riceva il tuo report

Sotto il form dello schedulatore c’è una lista dei report schedulati

Puoi programmare quando verrà compilato il report direttamente dalla lista dei report salvati cliccando sul link “Schedulatore”

Risoluzione problemi

Lo schedulatore non funzionerà se l’utente Unix del server web non ha i permessi per usarlo. Di” al tuo gestore del sistema di controllare la configurazione al riguardo in /etc/at.allow e in /etc/at.deny. E” lavoro del sistemista sistemare questo problema.

Quote editor

• Get there: More > Tools > Additional Tools > Quote editor

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

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

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

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

Adding a quote

Per aggiungere una citazione:

• Click the “New quote” button in the toolbar at the top of the page.

  

• Fill out the form.

  

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

  • Text: enter the text of the quote

  Avvertimento

  Entrambi i campi di “Testo” e “Fonte” devono essere compilati al fine di salvare la nuova citazione.

• Click “Submit” to save the new quote.

The new quote should now be visible in the list.

Importing quotes

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

Nota

Ti verrà presentato un messaggio di conferma per caricare file più grandi di 512KB

• To start the import process click the “Import quotes” button at the top of the screen.

  

• Una volta arrivati alla schermata di importazione citazioni, è possibile cercare nel proprio computer il file che si desidera importare

  

• Dopo aver scelto un file CSV, premi sul bottone “Apri” e il file verrà caricato in una tabella temporanea per le modifiche.

  

• Dalla lista è possibile modificare i campi “Fonte” o «Testo» facendo clic sul campo desiderato. Quando si è finito di modificare un campo, premere il tasto <Enter> sulla tastiera per salvare le modifiche.

  

• Una volta che sei soddisfatto delle citazioni, fai clic sul pulsante “Salva citazioni” nella barra degli strumenti nella parte superiore e le citazioni verranno salvate.

Editing a quote

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

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

Click “Submit” to save the quote.

Deleting a quote

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

Confirm the deletion by clicking “Delete”.

Tool plugins

This tool is used to view, manage and configure plugins used as tools.

This section will only be visible once you have uploaded tool-type plugins in the plugin administration page.

• Get there: More > Tools > Additional Tools > Tool plugins

From this page, you will see only tool-type plugins.

See the managing plugins section of this manual to learn how to manage your tool-type plugins.

Carica

• Vai a: Più > Strumenti > Strumenti aggiuntivi > Carica

Questo strumento ti permetterà di caricare files nel tuo Koha per selezionarli nel Form di catalogazione.

Upload files

Quando si visita prima lo strumento di caricamento si potrebbe vedere un avvertimento relativo alla mancanza di una categoria.

Le categorie sono definite con i vari valori autorizzati della categoria UPLOAD. Se non hai categorie di carico i file saranno temporanei e verranno cancellati al successivo riavvio del server. Un volta che hai messo dei valori nella categoria UPLOAD, vedrai un menù di scelta sotto il bottone “Scorri”.

Scegli un file dal tuo computer, scegli una categoria e decidi se il pubblico generico può scaricare il file dall’OPAC. Una volta che il tuo file è caricato, ti verra chiesta una conferma.

Search files

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Access files

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

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

OPAC problem reports

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

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

Nota

This tool only appears if the OPACReportProblem system preference is enabled.

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

From the “Actions” column, you can

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

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

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

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

Cash management

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

Cash registers

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

Setup

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

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

Cashup

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

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

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

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

Cash summary for library

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

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

The summary will list registers associated with your logged in branch alongside information about how much money should be found in each register, what is available to take to the bank and a breakdown of income vs outgoings.

Note: You can also access this page from the left hand menu available on the Point of sale page when that module is enabled.

Transaction history for register

• Get there: Home > Tools > Cash management > Transaction history for register

A list of all transactions to have taken place at a register is available by clicking on the cash register name from the library details page.

If you have the correct permissions, you can re-print receipts, issue refunds and record cashups from this page.

Note: You can also access this page from the left hand menu available on the Point of sale page when that module is enabled.