Utilisation de logiciel tiers avec Koha

MarcEdit

Many libraries like to use MarcEdit for modifications or data cleanup such as converting records in spreadsheet data formats to MARC records. If you’d like to do this you will need to download it at: http://marcedit.reeset.net/

Note

Many of the actions described on the Koha Community wiki at https://wiki.koha-community.org/wiki/MARCEdit can be done in Koha using Marc Modification Templates, but instructions are provided on the Wiki for those who are used to MarcEdit.

OCLC Cataloging Services

Koha can be set to work with the OCLC cataloging services such as

• WorldShare Record Manager

• Connexion

This allows librarians to use the WorldShare Record Manager web interface or the OCLC Connexion Client desktop software as their cataloging tool and send those records to Koha with a single click.

Setting up the OCLC Connexion Daemon

First, you will need to set up the OCLC Connexion Daemon on your server. If you have a system administrator you will want to consult with them on this process.

1. Find the script on your server and view its documentation.

   /usr/share/koha/bin/connexion_import_daemon.pl --help
   

2. Create a configuration file. You could put this anywhere that is readable by the user that will be running the service, e.g., /etc/koha/sites/my_instance/oclc_connexion.conf. The output of the help command provides the details about what this file should contain. Here is an example:

   host: 0.0.0.0
   port: 5500
   log: /var/log/koha/my_instance/oclc_connexion.log
   koha: https://staff.mylibrary.example.com
   user: koha_staff_user_name
   password: koha_staff_user_password
   connexion_user: oclc_connexion_user_name
   connexion_password: oclc_connexion_user_password
   import_mode: direct
   

3. Since the configuration file contains passwords, make sure that it’s only readable by the user running the script, and nobody else.

   chmod 400 /etc/koha/sites/my_instance/oclc_connexion.conf
   

4. Run the script.

   • You can do this manually to test it out:

     /usr/share/koha/bin/connexion_import_daemon.pl --config /etc/koha/sites/my_instance/oclc_connexion.conf
     

   • Or you can set up a systemd unit to keep the script running even when it crashes or the server reboots:

     1. Create a file at /etc/systemd/system/koha-oclc-connexion.service:

        [Unit]
        Description=Koha OCLC Connexion Daemon
        After=network.target
        
        [Service]
        Type=exec
        ExecStart=/usr/share/koha/bin/connexion_import_daemon.pl --config /etc/koha/sites/my_instance/oclc_connexion.conf
        Restart=always
        
        [Install]
        WantedBy=multi-user.target
        

     2. Enable and start the service:

        systemctl enable koha-oclc-connexion
        systemctl start koha-oclc-connexion
        

     3. Check the status of the service:

        systemctl status koha-oclc-connexion
        

WorldShare Record Manager

Setting up WorldShare Record Manager

1. Log in to your WorldShare account.

2. Go to the « Metadata » tab.

3. Select « Record Manager » in the sidebar.

4. Select « User Preferences » in the sidebar.

   Note

   Since these are User Preferences, they must be configured for each user who will be using the service.

   

5. Go to « Exporting – Bibliographic Records ».

   The official documentation from OCLC for all settings under this heading is found at https://help.oclc.org/Metadata_Services/WorldShare_Record_Manager/Record_Manager_user_preferences/Exporting_Bibliographic_records#Set_preferences_for_TCP.2FIP_export .

6. Go to the « General » tab.

   

   1. Set the « Format » to « MARC 21 with UTF-8 Unicode », since Koha always uses UTF-8.

   2. Click « Save ».

7. Go to the « TCP/IP » tab.

   

   1. Enter the host name or IP address at which the OCLC connexion daemon service (configured above) can be reached.

   2. Set the Authentication to « Login ID » and enter the connexion_user and connexion_password from the configuration file (created above).

   3. Optionally set the connection delay, connection attempts, and other settings.

   4. Click « Save ».

Using WorldShare Record Manager

Sending a single record from the WorldShare Record Manager to Koha

1. Log in to your WorldShare account.

2. Go to the « Metadata » tab.

3. Select « Record Manager » in the sidebar.

4. Search for a record.

   

5. Click on the title of a record to open it.

6. Click on the « Record » dropdown menu, then « Send to », then « Local System (via TCP/IP) »

   

7. After a while, depending on your « connection delay » settings, you should see the record in Koha.

   • If you used import_mode: direct in your configuration file, the record will be available in the catalog.

   • If you used import_mode: staged in your configuration file, the record will be staged for import.

Sending multiple records from the WorldShare Record Manager to Koha

1. Log in to your WorldShare account.

2. Go to the « Metadata » tab.

3. Select « Record Manager » in the sidebar.

4. Search for a record.

   

5. Click on the title of a record to open it.

6. Click on the « Record » dropdown menu, then « Send to », then « Export List … ». Select a list to which to add the record.

7. Repeat from step 4 as needed.

8. Click on « Export Lists » in the sidebar.

9. Click on the name of a list to open it.

10. Click on the « Export » dropdown menu, then « Send to local system (via TCP/IP) ».

11. After a while, depending on your « connection delay » settings, you should see the record in Koha.

• If you used import_mode: direct in your configuration file, the record will be available in the catalog.

• If you used import_mode: staged in your configuration file, the record will be staged for import.

OCLC Connexion Client desktop software

See https://wiki.koha-community.org/wiki/OCLC_Connexion_Client for instructions on setting up and using the OCLC Connexion Client desktop software.

Talking Tech

Talking Tech i-tiva is a third party, proprietary, product that libraries can subscribe to. Learn more here: http://www.talkingtech.com/solutions/library.

Installation and setup instructions

Assurez-vous que vous avez exécuté installer/data/mysql/atomicupdate/Bug-4246-Talking-Tech-itiva-phone-notifications.pl pour installer le pack de données requis (new syspref, notice placeholders and messaging transport preferences)

Pour l’utiliser, vous devez activer la préférence système TalkingTechItivaPhoneNotification.

Si vous souhaitez traiter les notifications PREOVERDUE ou RESERVES, vous devrez activer la préférence système EnhancedMessagingPreferences; et les adhérents devront préciser s’ils souhaitent recevoir ces notifications par téléphone.

Concernant les notifications OVERDUE, les envois de notifications de retards doivent être configurées sous Outils > Paramétrage des relances. Il est possible d’utiliser des relances spécifiques propres à chaque site ou des relances par défaut (le script sélectionnera la plus appropriée).

Sending notices file

1. Ajouter le script TalkingTech_itiva_outbound.pl à votre crontab

2. Add an FTP/SFTP or other transport method to send the output file to the i-tiva server

3. Si vous le souhaitez, archivez le fichier des notices envoyées dans un autre répertoire après l’envoi

Exécutez TalkingTech_itiva_outbound.pl –help pour plus d’informations

Receiving results file

1. Ajoutez un FTP/SFTP ou une autre méthode de transport pour envoyer le fichier des résultats dans un répertoire précis dans votre serveur Koha

2. Ajoutez le script TalkingTech_itiva_inbound.pl à votre crontab, pointant ce répertoire

3. Si vous le souhaitez, archivez le fichier des résultats dans un autre répertoire après le processus

Exécutez TalkingTech_itiva_inbound.pl –help pour plus d’informations