工具

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

  • 到那裡： 更多 > 工具

Patrons and circulation

讀者清單

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

讀者清單是儲存讀者群組的地方，可以經由 批次修改讀者工具 或報表修改讀者。

View of all patron lists and New patron list button

點選 『新增讀者清單』 鈕，就能新增讀者清單

New patron list form

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.

View of patrons in the list and search form to add new patrons to the list

每個清單都有 『作用』 鈕以開啟更多選項。

Action menu available on each patron list

按 『作用』 選單裡的 『新增讀者』 鈕，就能新增讀者入選單。

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請在搜尋框輸入讀者名字或讀者證號並在右側空白處點擊以加入讀者資訊。

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

View of selected patron ready to be added to the list

所有的讀者都選定後，按 『新增讀者』 鈕把他們加入清單。

View of all patrons of the list after adding patrons

說明

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

讀者

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

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

重要

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

Creating a new club template

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

image1364

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.

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『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.

image1366

『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.

image1367

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.

image1368

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.

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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.

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Placing a hold for a patron club

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

To place a hold for a patron club:

  1. Go to the patron clubs tool (『Home > Tools > Patron clubs』).

  2. Click the 『Actions』 button for the club and select 『Search to hold』.

  3. Search for a title and select a record.

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

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

  6. Click the 『Place hold』 button.

Result: Holds are placed for all club members.

評論

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

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

View of alert that there are comments wainting on Koha main page

and next to the Comments tool on the Tools page

View of alert that there are comments wainting on Koha 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.

List of comments to moderate with action buttons

若無評論待審核，您可看到無可審核的訊息

List of comments moderation when no comments

選擇 『通過審評』 分頁，就能檢視或拒絕曾經通過的評論

List of comments to approved with action buttons

Patron import

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

任何時間都可以使用讀者匯入工具批次新增讀者。通常用於各級學校新生入學時。

Creating a patron import file

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

重要

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

重要

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

若密碼已經編碼，請洽系統管理員，詢求其他選項

重要

Date formats should match your 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』).

重要

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

說明

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

  • 每個值之前應有屬性類型與冒號。

    • 例如：」INSTID:12345,BASEBALL:Cubs」

    • 若設定多個值則此欄位必須折收起來。

    • 因為可能包括空格，所以必須置於雙括號內：

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

說明

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

Importing patrons

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

  • 選定 CSV 檔案

    image255

  • 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.

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  • 接著選擇適用於匯入讀者的預設值

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

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

    • 匹配紀錄是以欄位找到的，避免出現重複紀錄

    image257

    • 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.

    image1355

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.

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說明

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

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

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

新增通知或收條

  • Click 『New notice』

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  • 選擇此通知或收條適用的圖書館

  • 選擇此通知相關的模組

  • 代碼限制20字元內

  • 以同樣的欄位擴允您的代碼

    • 說明

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

  • 接著您可客製化各種可能發送方式的通知

    • 每種通知都應有專屬的電子郵件模板

      image1220

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

      image1221

    • 列印此通知時，可以設定列印模板

      image1222

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

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  • 每個通知都有相同的選項

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

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

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

      • 說明

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

      • 重要

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

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

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

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

      • 重要

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

      • 說明

        可使用 <<today>> 語法新增今天的日期

      • 說明

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

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

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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

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

Overdue notice markup

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

重要

這些新標籤祗適用於逾期通知，不能用在其他的流通通知。

<item> 與 </item> 應包括來自書目與館藏表的所有欄位。

可使用通知模版裡這些欄號裡的範例：

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

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

假設兩筆館藏逾期，通知內容會是這樣：

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

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

Existing notices and slips

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

小訣竅

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

  • 2FA_ENABLE

  • 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.

  • 已接受

  • ACCOUNT_PAYMENT

  • ACCOUNT_WRITEOFF

  • 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

  • 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

  • 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

  • CART

  • 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

  • CHECKOUT

  • CHECKOUT_NOTE

  • 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.

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.

    備註

    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.

    備註

    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

  • 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

  • ISSUESLIP

  • HOLD_SLIP

  • OVERDUE_SLIP

  • RECALL_REQUESTER_DET

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

  • RECEIPT

  • TRANSFERSLIP

    • 使用於列印快速收條

    • 確認轉移後，列印轉移收條，隨書轉移至另個圖書館

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.

      備註

      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.

重要

設定需要逾期通知的 讀者類型，才能發送逾期通知給讀者。

重要

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

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  • 延遲日數是應該到期卻逾期後啟動通知的日數。

    • 重要

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

  • 勾選分頁的 『第二』 與 『第三』 通知，送出更多的通知

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

    • 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:

  • 從 Koha 讀者資料取得客製化讀者證布局的文字內容

  • 設計讀者證面板供列印之用(符合書標格式)

  • 建立與管理供批次列印的讀者證

  • 匯出 (PDF 格式) 一件或多件批次列印資料

  • 匯出 (PDF 格式) 一個批次的一件或多件讀者證

布局

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

布局定義印在讀者證的文字與照片位置。

說明

讀者證可使用最多三列文字的條碼，以及最多兩張照片。

Add a layout

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

image1224

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

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  • 指定給布局的名稱係供您未來容易辨識使用

  • 以下拉選單使用的單位設定在布局內使用的度量的單位。

    Dropdown list of measurement units used in the patron card creator tool, PostScript Points, Agates, US Inches, SI Millimeters, and SI Centimeters

    • 說明

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

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

    • 說明

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

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

  • 對每列文字，您需選定字型、大小與讀者證上文字的位置

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

  • 最後，可選擇兩張以內的照片印在讀者證上。

    • 可以調整 讀者照片 的大小，以符合 Koha 的要求。

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

    重要

    設計者需負責文字、條碼與照片以免重複。

儲存之後，您的布局將出現在 『管理布局』 頁面。

image263

模板

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

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

Add a template

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

"New" button in the patron card creator is open, the mouse cursor is on the "Card template" option

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

image265

  • 模版代碼是系統產生的代碼

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

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

  • 以下拉選單使用的單位設定在布局內使用的度量的單位。

    Dropdown list of measurement units used in the patron card creator tool, PostScript Points, Agates, US Inches, SI Millimeters, and SI Centimeters

    • 說明

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

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

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

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

    • 從印表機文件找到偏移值後，新增設定檔 並指定給模板。

    • 重要

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

    • 說明

      使用不同的印表機則應設定多個模版。

儲存之後，您的布局將出現在 『管理布局』 頁面。

image267

設定檔

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

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

印出的讀者證與預期相同，就不需要設定檔。

Add a profile

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

image268

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.

image269

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

    • 說明

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

  • 在 編輯模板表單 選定設定檔後即把內容加入該模板內

  • 單位下拉選單用在您的設定檔內，用以設定衡量的單位。

    Dropdown list of measurement units used in the patron card creator tool, PostScript Points, Agates, US Inches, SI Millimeters, and SI Centimeters

    • 說明

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

  • 整個圖像水平或垂宜偏離中心就該處理位移。小心描述該偏離的狀況

    • 對偏移值而言，負數表示向上與向左移動內容而正數表示向下與向右

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

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

image271

儲存新的設定檔後，可回到模板清單並選擇編輯該模板。

批次

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

批次是一群讀者，您可批次製作讀者證。

Add a batch

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

image272

彈出新的批次訊息並指引您選擇被發送的讀者。

image1225

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

Pop up window for patron search

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

image1227

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

image1228 批次編好後就可以匯出。可在螢幕上方找到編修或刪除該批次的鈕。隨時可從 『管理 &gt; 批次讀者證』 鈕回到編修或刪除批次的畫面。

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

匯出選單請您指定模板、布局與開始位置 (在報表紙開始列印的位置)。

說明

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

image1229

按下 『匯出』 鈕後出現列印書標的 PDF 檔案

image1230

開啟 PDF 檔案後可看到待列印的讀者證

image273

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

Manage images

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

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.

重要

照片必須小於500K。

說明

以此工具上傳的照片不得少於300dpi，這是列印的最低品質。

在螢幕中央是一個簡單的上傳表單，瀏覽電腦的檔案，選定後給個容易辨識的名稱。

image274

檔案上傳後，出現確認訊息。

image275

照片與其他資料將顯示在頁面的右手邊。

image276

勾選照片右方盒，再按下 『刪除』 鈕，就能刪除照片。

Batch patron deletion/anonymization

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

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

重要

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

重要

使用此工具前建議先備份資料庫。改變後無法復原。

重要

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

image277

刪除或匿名讀者

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

  • 改變資料前，先鍵入日期

  • 尋欲刪除的讀者

    • 指定日期後不曾借出館藏的讀者

    • 指定日期前就已到期的讀者

    • 是特定的 讀者類型

    • 是在 讀者清單

  • 勾選 『下一步』

  • 將出現確認訊息，讓您確認將進行的工作

    image278

  • 勾選 『完成』 將刪除或匿名您的資料

    image279

批次讀者修改

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

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

image280

上傳檔案或掃瞄條碼後可按 『繼續』 鈕。將出現包括剛才改變的者清單。

image281

每個文字盒左邊有勾選盒。用來清除欄位裡的值。

重要

不能清除必備欄位的值。

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

image282

改變之後，勾選 『儲存』 Koha 將出現改變後的讀者紀錄。

Batch extend due dates

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

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

Batch extend due dates selection page

  • 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.

Batch extend due dates preview results page

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

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

備註

Access to this tool requires the Tools permission batch_extend_due_dates.

Tag moderation

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

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

image283

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

image284

  • 點選標籤詞彙，就可看到所有的相關題名

    image1230

    • 按題名右方的 『移除標籤』 鈕，就可以移除個別題名的標籤。

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

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

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

image285

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

image286

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

image287

最後以左方的篩選器搜尋標籤。

image288

Upload patron images

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

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

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

  • 每列的內容是讀者證號碼以及逗點 (或定位) 和照片檔名

    image289

    • 確定您TXT檔為純文字檔，不是RTF檔。

  • 關閉文字檔與圖像檔

  • Go to the Upload patron images tool

    image290

  • 對單一照片而言，點選該照片檔案，並鍵入讀者號

  • 多筆圖片時，選擇上傳一個壓縮檔

  • 上傳之後，出現確認訊息

    image291

    重要

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

Rotating collections

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

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

重要

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

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

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

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

Transfer a rotating collection

轉移巡迴書庫將：

  • 變更即將轉移的館藏至新的館藏地

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

可以用以下的方法之一轉移巡迴書庫：

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

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

    重要

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

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

image292

Additional tools

行事曆

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

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

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

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

View of the calendar

Adding events

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

  • 勾選行事曆的日期，加入終止的時間

    Add new holiday form

  • 於行事曆上方的表單內，鍵入閉館資訊 (詳情請按選項右方的問號 [?])

    • 根據從頁面上方的下拉選單選定的圖書館，圖書館將自動補入

    • 日期資訊將根據點選的行事曆自動更新

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

    • In the 『title』 enter the name of the holiday or the reason for the closing

    • In the 『description』 enter more information about this holiday

    • 接著可選擇此事件為單一事件或重複事件。

      • 『Holiday only on this day』: this is a one day holiday

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

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

      • 『Holiday on a range』: this is a holiday that extends on several days

        說明

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

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

        說明

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

    • 最後設定事件適用於所有圖書館或祗適用於單一圖書館

      • 以行事曆下方的複製選單把所有假日複製至其他分館

        Drop down menu of all libraries from which to choose to which library to copy the holidays

  • 儲存之後，您可在行事曆右方看到事件清單摘要

    View of the calendar page showing the calendar and all the programmed holidays

Editing events

編輯事件

  • 勾選行事曆的事件，以改變它(勾選行事曆的日期，不是摘要)

    Edit holiday form

  • 在此表單內可以編輯或刪除假日。

    • 必須按 『儲存』 鈕才算完成編修。

  • 按可重複事件將出現略有不同的選項

    Edit holiday form with the option of generating exceptions for repeating holidays

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

    • 必須按 『儲存』 鈕才算完成編修。

Additional help

新增或編輯事件時，可以勾選表單旁的問號，取得額外的說明

Text under "Delete this holiday": "This will delete this holiday rule. If it is a repeatable holiday, this option checks for possible exceptions. If an exception exists, this option will remove the exception and set the date to a regular holiday."

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』

    Add new CSV profile form

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

      View of the cart with the Download pull down menu open and "CSV - Record export" is selected

    • 從 『設定檔類型』 決定設定的欄位類型 (MARC 或 SQL)

      • 選擇 MARC 之後需鍵入 MARC 欄位

        Add new CSV profile form filled with MARC information

      • 若選擇 SQL 則需鍵入 SQL 資料庫的欄位

        Add new CSV profile form filled with SQL information

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

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

    • 此 『CSV產生器』 是以字元區隔值與值的群組

      說明

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

    • 此 『欄位區隔字元』 是用於區隔重複的欄位

      • 例如：您可有多個650欄位，這是顯示在欄位的字元

        CSV file opened in a spreadsheet software where we can see the pipes separating subject headings when there are more than one

    • 此 『分欄區隔字元』 是用於區隔重複的分欄

      • 何如：您可有多個$a分欄

    • 此 『編碼』 欄位讓您設定儲存檔案時使用的編碼方式

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

    • Finally format your CSV file using the 『Profile MARC fields』 or 『Profile SQL fields』 box

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

      • 說明

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

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

Blue box with the confirmation message "CSV profile added successfully."

Modify CSV profiles

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

image381

  • 選擇編輯的設定檔，並修改必要的欄位。

  • 送出您的改變後，在螢幕上端出現確認訊息

    image382

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

    image383

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

image384

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.

Screenshot of the log viewer tool

備註

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

選擇選單的不同組合，以產生詢問的紀錄檔。

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

Log viewer results table

備註

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

最新消息

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

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

News tool main page

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

  • Click 『New entry』

    New news entry form

    • Code: enter a unique code for this news item

    • Display location: choose where to put the news

      Drop-down menu of display locations for 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

        A news block on the main page of the staff interface, followed by a quote of the day

      • 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

          View of a news item on the OPAC with an RSS icon next to the text 'RSS feed for system-wide 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

        Issue slip with news at the bottom

        備註

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

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

      • Prior to end users logging in to the OPAC only 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

備註

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

  • 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.

Additional content / HTML customizations main page

To add content to the OPAC:

  • Click 『New entry』

    New additional content entry form

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

    • Display location: choose where to put the content

      Drop-down menu of display locations for additional content

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

      View of the main page of the OPAC with each customizable section highlighted

      備註

      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.

        小訣竅

        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.

        Top of the your summary page, under the title of the page, it is written Welcome Mary Burton, Click here if you're not Mary Burton and below that is a text that says This is OpacMySummaryNote.

      • 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

      備註

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

備註

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

  • 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.

Pages tool main page, with table of current pages

To add a new page:

  • Click 『New entry』

    New page entry form

    • 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

備註

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

  • 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.

    備註

    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.

Pages tool main page, with table of current pages

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

Preview of a page

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

Example of a page on the 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.

Example of an OpacNav HTML customization with links to pages

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.

Example of using javascript in the OPACUserJS system preference to add a link to a custom page under the search bar in the OPAC

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.

Example of a custom page, with a form for patrons to send enquiries to the library

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.

Example of a custom page "How to use eBooks Tutorial" catalogued as a bibliographic record

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

工作排程是任何時間都可執行的報表排程。

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

image392

  • 伺服器現在時間(用於管理所有的報表 - 不是真的在地時間)

  • 時間應鍵入為時時：分分(2個數字為時，2個數字為分)

  • 應以彈出的日曆鍵入日期

  • 從報表選取工作的報表

  • 選是是否收取此結果的文字或連結

  • 在 Email 欄位鍵入接收報表者的電子郵件

工作排程表單下，有排定報表清單

image393

按下 『排程』 連結，就可從儲存報表清單執行報表排程

image394

解決問題

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

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.

Main page of the quote of the day editor

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.

View of the main page of the OPAC, customized, and with each section highlighted and labeled

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

A news block on the main page of the staff interface, followed by a quote of the day

Adding a quote

新增引句：

  • Click the 『New quote』 button in the toolbar at the top of the page.

    Main page of the quote of the day editor

  • Fill out the form.

    New quote form

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

    • Text: enter the text of the quote

    警告

    必須在 『來源』 與 『內文』 欄位鍵入資料才能儲存新的引句。

  • Click 『Submit』 to save the new quote.

The new quote should now be visible in the list.

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.

備註

將提示確認上傳的檔案大於512KB。

  • To start the import process click the 『Import quotes』 button at the top of the screen.

    Main page of the quote of the day editor

  • 進入匯入引句螢幕後可從電腦內選取欲匯入的檔案

    Quote uploader screen

  • 選定CSV檔案後，點選 『開啟』 鈕，該檔案將上傳至暫存編輯表。

    A list of imported quotes in a table

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

    Clicking in the table on the source or the text of a quote will open a editable field

  • 完成之後，按上方工具列的 『儲存引句』 鈕儲存引句。

Editing a quote

To edit a quote, click on the 『Edit』 button to the right of the quote.

Main page of the quote of the day editor

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.

Main page of the quote of the day editor

Confirm the deletion by clicking 『Delete』.

Quote deletion confirmation modal

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.

上傳

  • 到那裡： 更多 > 工具 > 其他工具 > 上傳

從 編目表單 上傳檔案供選擇。

Upload files

第一次進入上傳工具時，可能看到缺少類型的警示。

image1242

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

image1243

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

image1244

Search files

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

You will be presented with the results of your search.

image1245

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

image1340

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.

備註

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.

Table of problem reports submitted by patrons

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.

A cashup summary view modal

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.