Catalogage

  • Aller à : Plus > Catalogage

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

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

Notices bibliographiques

In Koha, the bibliographic record contains the main information related to the material. This includes things like the title, author, ISBN, etc. This information is stored in Koha in MARC.

Note

Koha supports MARC21 and UNIMARC.

Once this information is saved, item records can be attached to the bibliographic record.

Ajouter des notices

Les notices sont ajoutées à Koha par saisie originale ou par catalogage dérivé. Vous pouvez opter pour l’interface de catalogage de base, ou avancée, pour l’ensemble de votre travail.

To catalog a record using a blank template in the basic editor:

  • Cliquez sur « Nouvelle notice »

    Buttons at the top of the cataloging module: Advanced editor, New record (with caret for framework options), and New from Z39.50/SRU (with caret for framework options)

    Note

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

    A choice of bibliographic frameworks opens when the arrow next to the 'New record' button is clicked

    Note

    Vous pouvez créer ou modifier des grilles de catalogage dans le module Administration.

To catalog a record using a blank template in the advanced editor:

To catalog a record based on an existing record at another library in the basic or advanced editor:

  • Cliquer sur “Dériver une nouvelle notice via Z39.50”

    Buttons at the top of the cataloging module: Advanced editor, New record (with caret for framework options), and New from Z39.50/SRU (with caret for framework options)

    Note

    The “New from Z39.50/SUR” button will import the record into the default bibliographic framework. If you want to use a different framework, click the small arrow to the right of the “New from Z39.50/SRU” button and choose the framework.

    A choice of bibliographic frameworks opens when the arrow next to the 'New from Z39.50/SRU' button is clicked

  • Cherchez la notice que vous voulez cataloguer

    Z39.50 search form, search fields on the left, Z39.50 targets on the right

    Note

    Si aucun résultat n’est trouvé, ciblez votre recherche Z39.50 dans moins de champs et non sur tous.

    Note

    Search targets can be edited by using the Z39.50/SRU servers section of the administration module.

    Note

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

  • Clicking the arrow button next to a result (or clicking anywhere on the result line) will give you preview and import options.

    Z39.50 search results, the preview and import options are displayed

    Note

    The default option in the button next to a result is the last option used. In the above screenshot, the last option used was “Card preview” so the button is set to open the card preview by default.

    Note

    Vous pouvez personnaliser les colonnes de ce tableau dans la section :ref:”Configurer les colonnes <column-settings-label>” du module Administration (référence du tableau : resultst).

    • MARC preview: this option will open the record in plain MARC format.

      The MARC preview of a record during Z39.50 search

    • Card preview: this option will open the record formatted like a card catalog.

      The Card preview of a record during Z39.50 search

    • Import: this option will open the record in Koha’s cataloging editor so that you can modify and save the record in your own catalog.

  • If you don’t find the title you need in the Z39.50 search results, you can click the “Try another search” button at the bottom left of your results

    At the bottom of the search results, buttons to access the previous or next page of results, a field to access a specific page, and a button to 'Try another search'

Interface de catalogage de base

Quand vous ouvrez une grille vide ou que vous importez une notice via Z39.50, un formulaire s’affichera dans lequel vous pouvez poursuivre le catalogage

Basic cataloging form

  • Si vous préférez ne pas voir les numéros des champs MARC, vous pouvez changer cela dans votre préférence système hide_marc ou chaque utilisateur peut cocher la case “Afficher les champs” sous le bouton “Paramétrages”.

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  • Pour développer un champ replié, cliquez sur sa description

  • Pour obtenir de l’aide à propos d’un champ MARC, cliquez sur le point d’interrogation (?) à droite de chaque numéro de champ, cela vous amènera à des explications de la Bibliothèque du Congrès

    • Il est possible de modifier la source de la documentation MARC en utilisant la préférence système MARCFieldDocURL

    • Si vous considérez que cette information est inutile, vous pouvez désactiver cette option en cliquant sur “Montrer les liens vers la documentation MARC” en haut de la grille

  • Sometimes fields may not be editable due to the value in your RequireChoosingExistingAuthority system preference. If this preference is set to « require », you will see a lock symbol to the left of the field.

    View of the 100 MARC21 field, Main entry personal name, and subfields 100$a, Personal name, and 100$d, dates associated with a name. 100$a, Personal name, is grayed out and has a lock icon in the field.

    • Si cette icône apparaît, vous devez cliquez dessus afin de lancer une recherche d’une autorité existante.

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    • Dans la liste des résultats, cliquez sur « Choisir autorité » afin de la reporter dans votre notice bibliographique

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  • Pour dupliquer un champ cliquez sur l’icône « répéter ce champ » à droite du champ

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    • To move subfields in the right order, drag and drop the subfields using the handles on the right

      Field 650, the mouse cursor is on the handle of the $x subfield, moving it above the $v subfield

      Note

      You can change the default order of the subfields in the bibliographic framework by dragging and dropping the subfield tabs when editing subfields.

    • Pour dupliquer un sous-champ, cliquez sur l’icône de clonage à droite du champ (pour supprimer un champ, cliquez sur l’icône de suppression)

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    • Pour supprimer un sous-champ (s’il y en a plus d’un du même type), cliquez sur - (le signe moins) à droit du champ

  • Pour utiliser un plugin, cliquez sur l’icône à droite du champ

    MARC21 leader value builder for bibliographic records

    • Certains champs fixes ont des éditeurs qui changeront selon le type de document que vous êtes en train de cataloguer (par exemple les champs 006 et 008)

      MARC21 008 value builder

      Note

      The “Type of material” in 008 is determined by the value in leader/06.

  • Une fois que vous avez fini, cliquez sur le bouton « Enregistrer » en haut et choisissez soit d’enregistrer et visualiser la notice bibliographique que vous venez de créer, soit continuer en ajoutant/modifiant les exemplaires associés à la notice

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    • Cliquer sur “Enregistrer et voir la notice” affichera directement la notice que vous venez de cataloguer

    • Cliquer sur “Enregistrer et ajouter des exemplaires” vous affichera le formulaire d’ajout/modification après l’enregistrement de la notice bibliographique à laquelle vous pouvez associer des exemplaires

    • Cliquer sur « Enregistrer et poursuivre la modification » vous permettra d’enregistrer votre travail jusqu’ici et de le poursuivre

  • Si vous êtes sur le point d’ajouter une notice en doublon à votre catalogue, le système vous le signale avant son enregistrement

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    Note

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

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

    Warnings about mandatory or important fields or subfields that aren't filled

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

    Toolbar at the top of the cataloging form, the buttons are Save (with down arrow for more save options), Z39.50/SRU search, Link authorities automatically, Settings, Cancel and Errors. Also shown are the tabs of the form, tab 2 is selected and the field numbers in that tab are also displayed.

    Note

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

    Only mandatory fields or subfields will block saving.

Interface de catalogage avancé

Pour pouvoir utiliser l’interface de catalogage avancé vous devez activer la préférence système EnableAdvancedCatalogingEditor.

Note

Cette fonction n’inclut actuellement aucun support pour les champs fixes UNIMARC ou NORMARC.

Dans l’interface de catalogage avancée, quand vous ouvrez une grille vide ou que vous importez une notice via Z39.50, un formulaire s’affiche dans lequel vous pouvez poursuivre le catalogage

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Vous pouvez faire des recherches Z39.50 en utilisant la zone de recherche sur la gauche

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De ces résultats Z39.50, vous pouvez voir la notice MARC en cliquant sur le lien qui est sur la droite

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Cliquer sur « Import » lance la notice dans l’éditeur pour y apporter des modifications

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Note

Quand vous ajoutez un nouveau champs dans l’éditeur avancé, vous devez saisir un tiret-bas dans le cas d’un indicateur vide, et entourer les indicateurs d’espaces.

Note

Vous devez insérer un espace avant le premier délimiteur de sous-zone, mais pas avant ou après les autres délimiteurs de sous-zone dans le champs.

Au bas du mode édition vous pouvez voir l’aide de la Bibliothèque du Congrès concernant le champ en cours. Dans le cas où un de vos champs MARC est invalide, il sera surligné en rouge. Pour éditer les notices uniquement à partir du clavier, la touche des raccourcis clavier vous présente les combinaisons nécessaires.

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

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Raccourcis claviers du catalogage avancé

Les raccourcis clavier suivants peuvent être utilisés dans le module de catalogage avancé pour gagner du temps et des clics.

Raccourci

Comportement

Ctrl+C

Copier le champ actuel

Maj+Ctrl+C

Copier le sous-champ actuel

Ctrl+X

Supprimer ce champ et le copier dans le “presse-papiers”

Maj+Ctrl+X

Supprimer ce sous-champ et le copier dans le “presse-papiers”

Alt-C

Insère le symbole copyright (©)

Alt-P

Insère le symbole copyright (℗) (enregistrements sonores)

Ctrl+D

Insérer un séparateur

Ctrl+I

Copier le champ actuel sur la ligne suivante

Maj-Entrée

Insérer un saut de ligne

Maj+Ctrl+L

Zone de lien vers les autorités

Entrer

Nouveau champ sur la ligne suivante

Onglet

Passez à la page suivante

Ctrl+P

Coller la sélection à partir du presse-papiers

Maj-Tab

Retour à la position précédente

Ctrl+H

Obtenir de l’aide sur le sous-champ actuel

Maj+Ctrl+K

Basculer le clavier

Ctrl+S

Enregistrer la notice (ne peut pas être refait)

Clavier virutel du catalogage avancé

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

Macros dans le catalogage avancé

Pour enregistrer une nouvelle macro :

  • Cliquez sur le bouton « Macros… »

  • Une fenêtre apparaîtra. Dans cette fenêtre, sélectionnez « Nouvelle macro… », saisissez le nom de la nouvelle macro dans la boîte correspondante, puis cliquez sur OK.

  • Maintenant, cliquez a la droite du petit chiffre 1, et saisissez votre première ligne de macro. Pour obtenir plusieurs lignes, par-exemple pour une macro multi-champs, saisissez la touche « Retour », et ainsi une ligne portant le chiffre 2 apparaîtra. Sur cette ligne, saisissez la deuxième ligne/le deuxième champs, etc.

  • Vos macros seront automatiquement sauvegardées. Quand vous aurez terminé, cliquez sur le « x » pour fermer la fenêtre, ou sélectionnez une macro de la notice courante, ou sélectionnez une autre macro.

Pour modifier une macro existante :

  • Cliquez sur le bouton « Macros… »

  • Une fenêtre va apparaître. Dans cette fenêtre, sélectionnez la macro que vous souhaitez modifier puis faites les changements que vous désirez.

  • Vos travaux seront automatiquement sauvegardés, ainsi quand vous aurez terminé, cliquez sur le « x » pour fermer la fenêtre, ou sélectionnez une macro de la notice courante, ou sélectionnez un autre macro.

La syntaxe de base du langage macro :

  • new 500=‡aÉdité avec Rancor

    • Créera une nouvelle zone 500 avec une sous-zone ‡a, et y inscrira « Modifié avec Rancor ».

  • 245c= par J.K. Rowling.

    • Inscrit au premier sous-champs ‡c du champs MARC 245 « par J.K. Rowling », le créant si nécessaire.

  • 082a={084a}

    • Assigne le contenu du sous-champs ‡a du premier code 082 (créant le sous-champs si nécessaire) au même contenu que la première sous-zone 084‡a.

  • indicateurs=_1

    • Assigne les indicateurs du dernier tag mentionné (dans ce cas-ci, 082), à « _ »et « 1 ».

  • new 090a=Z674.75.W67

    • Créez une nouvelle sous-zone ‡a dans le premier 090 (seulement si ce champs existe déjà) et inscrivez Z674.75.W67.

  • new 090a at end=Z674.75.W67

    • Tel que précédemment.

  • new 245b after a= a tale of might and magic /

    • Crée un nouveau ‡b après le premier sous-champs ‡a et inscrit  » a tale of might and magic / ».

  • delete 245b

    • Efface le contenu du premier sous-champs ‡b du premier 245

Importing records

Il est possible d’importer dans Koha des fichiers de notices bibliographiques et de notices d’autorité MARC. Les fichiers à importer peuvent être au format MARC ou MARCXML.

Importing records into Koha includes two steps.

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

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

Staging records for import

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

  • First, find the MARC file on your computer

    The first section of the record staging tool, upload a file to stage

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

    imports

    The various settings of the record staging tool

    • Pre-fill values with profile: if you already have staging profiles set up, you can choose the appropriate profile from the dropdown list

      • Profiles are used to pre-fill the rest of the staging settings form.

      • You can create a profile by choosing the various settings in the sections below and enter a profile name at the end of the form. Next time you stage records, the profile will be available.

    • Comments about this file: enter comments to identify your upload when going to the “Manage staged records” tool

    • Record type: choose which type of records are in this file, bibliographic or authority

      Record type dropdown list: Bibliographic or Authority

    • Character encoding: choose the character encoding of your file

      Dropdown list of available encoding schemes: UTF-8 is the default, MARC8, ISO 5426, ISO 6937, ISO 8859-1, or EUC-KR

    • Format: choose the MARC format of your file

      Dropdown list of available formats: MARC or MARCXML

    • Modify record using a MARC modification template: choose if you would like to use a MARC modification template to alter the data you’re about to import

      Dropdown list of available MARC modification templates

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

      The 'Look for existing records in catalog' section of the record staging form

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

      Dropdown list of available matching rules

      Note

      You can set up record matching rules in the administration area

      Note

      When using the ISBN matching rule Koha will find only exact matches. If you find that the ISBN match is not working to your satisfaction you can change the AggressiveMatchOnISBN preference to “Do” and then run your import again.

      • Action if matching record found: choose what to do with matching records if they are found

        • Replace existing record with incoming record: choose this if you are importing more complete records than the ones you currently have, or if you made some changes using an external tool (MarcEdit for example)

        • Add incoming record: this will keep the existing record and add the incoming record, so you may end up with duplicates

        • Ignore incoming record (its items may still be processed): choose this if you do not want to replace existing records

      • Action if no match is found: choose what to do with records that are unique

        • Add incoming record: choose this if you wish to import records that are not already in your catalog (new titles for example)

        • Ignore incoming record: choose this if you don’t want to import records that are not already in your catalogue (for example, if you’re only replacing existing records and don’t want to add anything)

    • Check for embedded item record data?: choose whether or not to import the item data (field 952) found in the MARC records (if the file you’re loading is a bibliographic file)

      Dropdown list of available options for importing items

      • Always add items: always add items regardless of matching status

      • Add items only if matching bib was found: this will only add items to existing records in your catalog

      • Add items only if no matching bib was found: this will only add items to the new records you’re importing, not the ones that already exist

      • Replace items if a matching bib was found: the match will look at the itemnumbers and barcodes to match on for items and will only replace existing items.

        Note

        Itemnumbers take precedence over barcodes

      • Ignore items: this will not add any items

    • Save profile: you can choose to save the chosen settings under a profile to use again later

      Save profile section of the record staging tool

  • Click “Stage for import”

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

    Message saying the record staging job has been enqueued, with a link to see the job

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

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

    Details of record staging background job

    • Number of records in file

    • Number of records with MARC errors

    • Number of records staged

    • Number of records matching existing records in the catalog

    • Number of items staged

  • To complete the process, continue to the Manage staged records tool by clicking on the “View batch” link.

Managing staged records

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

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

Table of staged files

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

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

    Note

    If you’re coming directly from the Stage records for import tool you will not see this list of staged files, you will be taken automatically to the right file summary

  • A summary of your staged file will appear along with the option to change your matching rules

    Options selected when staging the file

  • Below the summary is the option to import the batch of records using a specific framework

    Dropdown list of MARC bibliographic frameworks

    • Choosing a framework other than “Default” isn’t necessary, but it’s helpful for running reports.

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

    List of staged records

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

    • Matches will appear with info under the “Match details” column

      The matching record is linked under match details and a comparison of the two records is available under diff

      and when clicking the “View” link under “Diff” you can see the difference between versions.

      A comparison of matching records

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

      A staged record with two matches, each has it's radio button and it's diff view link

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

      Note

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

      Action if matching record found

      Match selected

      “Ignore matches” selected

      Replace existing record with incoming record

      Incoming record replaces selected matching record

      “Action if no match is found” is applied

      Add incoming record

      Incoming record is added

      Incoming record is added

      Ignore incoming record

      Incoming record is ignored

      “Action if no match is found” is applied

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

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

    Message saying the record importation job has been enqueued, with a link to see the job

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

    Details of record staging background job

    • Number of records added: new records added

    • Number of records updated: existing records replaced with the incoming ones

    • Number of records ignored: records that were ignored due to the matching rule

    • Number of items added: new items added

    • Number of items replaced: existing items updated with the incoming ones

    • Number of items ignored because of duplicate barcode: items that were ignored because the barcode already exists in the database

  • Once your import is complete a link to the new records will appear to the right of each title that was imported

  • You can undo your import by clicking the “Undo import into catalog” button

Records imported using this tool remain in the “reservoir” until they are cleaned either through the “Clean” button in the Staged MARC record management home page (see below) or through the cleanup_database cronjob. Reservoir records will appear when searching the catalog from the cataloging module

List of catalog records, followed by list of records in reservoir

To manually clean items out of the “reservoir”:

  • Visit the main screen of the manage staged MARC records tool

    Table of staged files

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

  • You will be presented with a confirmation message

    Dialog message saying 'Clear all reservoir records staged in this batch? This cannot be undone.'

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

Ajouter des notices de dépouillement

Certaines bibliothèques proposent aux usagers l’accès à des articles de journaux, de périodiques, des extraits de monographies, grâce au catalogage analytique. Le catalogage analytique crée des notices bibliographiques distinctes pour les articles, les chapitres, paragraphes, etc. inclus dans des volumes entiers comme un livre, journal, périodique. Dans le catalogage analytique, bien que la notice bibliographique soit créée séparément pour son titre, elle n’est pas physiquement séparée de son exemplaire de base. Pour en savoir plus sur le catalogage analytique, consultez le Chapitre 13 de AACR2.

Si vous souhaitez créer des notices de dépouillement dans Koha, vous avez deux options. La première consiste à utiliser la fonction Notices de dépouillement simplifiées; la seconde est la gestion des Notices de dépouillement améliorées.

Notices de dépouillement simplifiées

La fonction Notices de dépouillement simplifiées facilite la création de liens/relations entre notices. La première chose à faire est de paramétrer la préférence système EasyAnalyticalRecords sur “Afficher” et la préférence système UseControlNumber sur “Ne pas utiliser”.

Après avoir catalogué votre notice de dépouillement (reportez vous à ref:`Ajouter des notices <adding-records-label>`pour en savoir plus sur la création de notices), cliquez sur “Modifier” depuis la vue normale et choisissez “Lier à un exemplaire hôte”

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Il vous sera demandé d’entrer le code à barres de l’exemplaire lié à cette notice.

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Après avoir scanné le code à barres de l’exemplaire et cliqué “Sélectionner” vous recevrez un message de confirmation.

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La notice aura maintenant un champ 773 (en MARC21) rempli pour compléter le liens.

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Pour voir tous les exemplaires liées à la notice hôte, faites une recherche sur la notice, cliquez sur l’onglet “Dépouillement” sur la gauche et les notices de dépouillement liées à chaque code à barres seront indiquées dans la colonne “Utilisé dans”.

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Note

Il est également possible de créer des notices de dépouillement à partir de cette page en cliquant sur « Créer une notice de dépouillement »

Vous pouvez également consulter les notices de dépouillement liées à cette notice en cliquant sur le lien « Voir les notices de dépouillement » en haut de la notice dans la vue normale.

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Lorsque vous consultez la notice de dépouillement dans l’onglet « Dépouillement », vous verrez aussi un lien de l’exemplaire hôte dans la colonne « Notices hôtes ».

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Notices de dépouillement améliorées

La fonction Notices de dépouillement simplifiées facilite la création de liens/relations entre notices. La première chose à faire est de paramétrer la préférence système EasyAnalyticalRecords sur “Ne pas afficher” et la préférence système UseControlNumber sur “Utiliser”.

Après avoir catalogué votre notice d’origine (reportez vous à ref:`Ajouter des notices <adding-records-label>`pour en savoir plus sur la création de notices), cliquez sur “Ajouter” depuis la vue normale et choisissez “Nouvelle notice de dépouillement”.

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Cela ouvrira une nouvelle notice vierge à cataloguer. La notice vierge aura seulement le champ 773 rempli correctement pour compléter le lien qui enregistrera la notice.

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

Modifier les notices de dépouillement

Si vous avez lié une notice de dépouillement à une mauvaise notice, vous pouvez défaire ce lien en éditant la notice de dépouillement (et non pas la notice hôte).

Pour ce faire, allez sur la notice de dépouillement et cliquez sur le bouton “Modifier”. Pour “UseControlNumber”, modifiez ou supprimez simplement le 773 correspondant.

Si vous utilisez EasyAnalytics, choisissez “Modifier exemplaires” ; A la gauche de chaque exemplaire vous verrez deux options.

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  • Cliquez sur le lien « Modifier dans l’hôte » pour pouvoir modifier la description de l’exemplaire.

  • Cliquer sur “Délier” supprimera la zone 773 (en MARC21) et le lien entre la notice de dépouillement et la notice hôte.

Modifier une notice

Pour modifier une notice, vous pouvez cliquer sur le bouton “Actions” et choisir “Modifier la notice” à partir des résultats d’une recherche dans le module Catalogage

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ou allez directement sur la notice bibliographique, cliquez sur le bouton “Modifier” et choisissez “Modifier la notice”

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La notice s’ouvrira dans l’éditeur MARC

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Vous pouvez également effectuer une recherche via Z39.50 pour écraser une notice de votre catalogue Koha par une notice issue d’une autre bibliothèque. Cliquez sur le bouton « Modifier » puis choisissez l’option « Remplacer via Z 39.50 ».

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Après ce choix, vous arriverez à une page de recherche Z39.50 afin de lancer une recherche du titre en question dans d’autres bibliothèques.

Quand vous avez saisi vos modifications (quelle que soit la méthode), cliquez sur « Enregistrer » en haut à gauche.

Batch record modification

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

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

Batch record modification form for bibliographic records, the tab 'Upload a file' is selected by default

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

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

    • Upload a file of biblionumbers or authids

    • Use a list;

      Batch record modification form for bibliographic records, the tab 'Select a list of records' is selected and a dropdown menu 'Select a list' is visible

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

      Batch record modification form for bibliographic records, the tab 'Enter a list of record numbers' is selected and there is a text box

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

Once you’ve entered your criteria click “Continue”

Table of records to be edited

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

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

image1234

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

MARC modification templates

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

The MARC modification templates system gives Koha users the power to make alterations to MARC records automatically while staging MARC records for import or making batch record modifications.

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

List of currently available MARC modification templates

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

Optionally, you can copy an existing template by choosing the template to copy in the “Duplicate a template” drop-down menu.

Form to create a new template

Next, you can add actions to the template. Click on “New action”.

A “Add a new action” box will appear that you can use to specify what exactly you want to do.

For example if you’re loading in a batch of files from your EBook vendor you might want to add the biblio item type of EBOOK to 942$c.

Add a new action box where the following values are chosen: Update existing or add new field(s) 942 c with value EBOOK Description: Add the record-level itemtype

  • Choose “Add new”

  • Enter the field 942 and subfield c

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

  • Provide a description so you can identify this action later

  • Click “Add action”

Note

If you wish to update the values in an existing field choose the option “Update existing or add new”. This will update existing values where found and add a new field if one doesn’t exist.

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

Note

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

Add a new action form with the following options: Copy first field 090 a to field 952 o if field 952 o doesn't exist Description: Move call number to item record if there isn't one there already

  • Choose “Copy”

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

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

  • Enter the 952 field and o subfield to copy to

  • Choose “if”

  • Enter the 952 field and o subfield

  • Choose « doesn’t exist »

  • Provide a description so you can identify this action later

  • Click “Add action”

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

Add a new action form with the following options: Copy and replace every field 020 c to field 020 c RegEx s/\$// if field 020 c matches m/^\$// RegEx Description: Remove $ (dollar sign) from 020$c fields

  • Choose “Copy and replace”

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

  • Enter the field 020 and subfield c to copy

  • Enter the 020 field and c subfield to copy to

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

  • Choose “if”

  • Enter the 020 field and c subfield

  • Choose « matches »

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

  • Provide a description so you can identify this action later

  • Click “Add action”

Note

The value for an update can include variables that change each time the template is used. Currently, the system supports two variables, __BRANCHCODE__ which is replaced with the branchcode of the library currently using the template, and __CURRENTDATE__ which is replaced with the current date in ISO format ( YYYY-MM-DD ).

You could also use regular expressions to add your library’s proxy URL in front of links in your MARC record.

Add a new action form with the following options: Copy and replace all fields 856 u to field 856 u RegEx s/^/http://proxy=/ Description: Add proxy URL

  • Choose “Copy and replace”

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

  • Enter the field 856 and subfield u to copy

  • Enter the 856 field and u subfield to copy to

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

  • Provide a description so you can identify this action later

  • Click “Add action”

When choosing between “Copy” and “Copy and replace” keep the following example in mind:

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

If we apply action (a) Copy the whole field 245 to 300, we get:

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

If we apply action (b) Copy the subfield 245$a to 300$a, we get:

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

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

List of all actions in a template

Actions will be done in the order they appear. Depending on your actions the order may be very important. For example you don’t want to delete a field before you copy it to another field. You can use the arrows to move actions up or down the list

  • The up arrow will move the action up one position

  • The up arrow with a line at the top will move the action to the first position

  • The down arrow with a line at the bottom will move the action to the last position

  • The down arrow will move the action down one position

Once your template is saved you will be able to pick it when using the Stage MARC records for import tool or when using the batch record modification tool.

Dropdown list of available MARC modification templates

Dupliquer une notice

Parfois une copie de la notice que vous avez besoin de cataloguer ne peut pas être trouvée via Z39.50. Dans ces cas vous pouvez créer une copie d’une notice similaire et modifier les rubriques nécessaires pour créer une nouvelle notice. Pour dupliquer une notice existante, cliquer sur “Dupliquer” dans le menu “Modifier” de la notice bibliographique.

Edit menu of a bibliographic record is open, the mouse cursor is on the 'Edit as new (duplicate)' option

Cela ouvrira une nouvelle notice MARC dont les champs seront déjà renseignés avec les valeurs de la notice initiale.

Edit as needed and save.

Note

This will not change the original record.

Attacher des fichiers aux notices

Vous pouvez, si vous le souhaitez, ajouter des fichiers dans Koha avec peu de paramétrages.

  • Vous devrez demander à votre administrateur-système de configurer la donnée « upload_path » pour qu’elle cible le dossier où seront conservés les fichiers

    • Vous pouvez vérifier si le chemin de téléversement est paramétré correctement dans A propos de Koha > Information Système. Les erreurs seront visibles ici.

      image1264

  • Vous voudrez être certain que votre préférence système OPACBaseURL est paramétrée correctement

  • Vous voudrez ajouter le plugin upload.pl au sous-champ 856$u dans une (ou plusieurs) de vos grilles de catalogage

Une fois que vous avez tout configuré, vous pouvez continuer a cataloguer comme d’habitude. Vous verrez l’icône du plugin à côté du 856$u, qui ouvrira la fenêtre de téléversement et/ou de recherche

Upload file to a bibliographic record pop-up window

Depuis ce menu vous pouvez cliquer sur Parcourir pour trouver un fichier et le téléverser, ou vous pouvez chercher des fichiers que vous avez précédemment téléversés en utilisant la boîte de recherche. Vous pouvez choisir quel fichier téléverser depuis le résultat de recherche.

Upload file pop-up window showing the uploaded file with three buttons: Choose, Download, Delete

Une fois choisi, le fichier apparaît en tant que lien dans la notice MARC et dans l’affichage en détail.

image1334

Note

Si le fichier est un PDF, il sera ouvert directement dans le navigateur de l’utilisateur alors que si c’est une image ou tout autre type, l’utilisateur devra le télécharger.

Adding cover images

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

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

Avertissement

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

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

Enfin, vous pouvez récupérer vos propres images dans vos notices avec l’outil intitulé Télécharger des images de couverture locales dans Koha.

Avertissement

Make sure you are respecting copyright when using images.

Adding a single local cover image

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

To upload local cover images staff need the upload_local_cover_images permission.

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

    The Edit menu in a bibliographic record is opened and the cursor is on the 'Upload image' option

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

    Upload cover image tool page

    Avertissement

    Koha does not have a maximum file size limit for this tool, but the web-server (such as Apache) may limit the maximum size of uploads (ask your system administrator).

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

    Note

    Where there are multiple images for a record they will display left to right (then top to bottom, depending on screen size) in the order they were uploaded. The image on the left (the first one uploaded) is used as a thumbnail cover in search results and on the details page. There is no way to reorder cover images uploaded in this way, so be sure to upload them in the order you’d like them to appear.

    Detailed record in the OPAC, the record has two local cover images displayed in the 'Image' tab. The thumbnail next to the title is the first cover image, with two dots under it to switch from one image to the other.

  • Click “Process images”

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

Options after choosing the image file in the upload local cover image tool: ZIP file or image file, bibliographic record number, and the choice to replace existing covers

Note

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

Adding a batch of cover images

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

To upload a batch of images:

  • Create a folder with the images to upload in it

  • Create a text file (*.txt) named either datalink.txt or idlink.txt listing the biblionumber followed by the image name for each image, one per line. For example:

    ::

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

    File browser with image files and a text file called datalink.txt opened with the following text: 506,2gentlemen.jpeg 779,asyoulikeit.jpg 138,selected-poems-oscar-wilde.jpg 41,sonnets.jpg 499,3rdhenry6.jpg 787,macbeth.jpg 102,sonnets2.jpg

    Avertissement

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

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

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

  • The file type “ZIP file” should be selected

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

  • Click “Process images”

  • You are presented with a summary of the upload

    Upload local cover image tool page with Image upload results: 7 images found, followed by the title of each record each title being a link to the record itself

Note

The source image is used to generate a 140 x 200 px thumbnail image and a 600 x 800 px full-size image. The original sized image uploaded is not kept by Koha.

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

Detailed record in the staff interface, the record has two local cover images displayed in the 'Image' tab. The thumbnail next to the title is the first cover image, with two dots under it to switch from one image to the other.

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

Detailed record in the OPAC, the record has two local cover images displayed in the 'Image' tab. The thumbnail next to the title is the first cover image, with two dots under it to switch from one image to the other.

Deleting a local cover image

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

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

    Detailed record in the staff interface, the record has two local cover images displayed in the 'Image' tab. The thumbnail next to the title is the first cover image, with two dots under it to switch from one image to the other.

Fusionner des notices

To merge bibliographic records together,

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

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

    Search results, some are selected

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

    The Edit menu from the search results is open and the mouse cursor is on the Merge records option

Note

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

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

Selected search results in the cataloging search

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

    Radio buttons to choose the reference record, and a drop down to select the merging framework

  • Choose which framework to use for the newly merged record

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

Source and destination records when merging records, the source record has checkboxes next to each field and subfield

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

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

Note

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

System warning message saying 'The field is non-repeatable and already exists in the destination record. Therefore, you cannot add it'

Note

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

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

Sous les notices que vous êtes en train de fusionner, vous verrez la ligne « Zones à afficher dans le rapport ». Celle-ci vous permet de choisir quels champs MARC vous verrez apparaître sur la page de confirmation de fusion.

Merge button followed by 'Fields to display in report:' with a text field, and an example '(Example: "001,245ab,600")'

  • Si vous ne saisissez rien dans cette zone, vous recevrez une confirmation avec des nombres seulement

    Report of merged records, shown are the biblionumbers of the merged records

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

    Report of merged records, shown are the biblionumbers of the merged records, as well as various MARC fields

    Note

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

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

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

Merging bibliographic records with lists

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

Contents of a list called 'To merge', two identical titles are selected

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

Supprimer des notices

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

The Edit menu in a bibliographic record, the mouse cursor is on the 'Delete record' option

Les notices bibliographiques ne peuvent être supprimées que si tous les exemplaires rattachés ont été supprimés. Si vous tentez de supprimer une notice bibliographique avec des exemplaires rattachés, vous verrez que l’option Supprimer est grisée. (Voir la section Supprimer des exemplaires de ce manuel pour apprendre comment supprimer des exemplaires.)

The Edit menu in a bibliographic record, the mouse cursor is on the 'Delete record' option, the option is grey and there is a tooltip box saying '1 item(s) are attached to this record. You must delete all items before deleting this record'.

Batch deleting records

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

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

First, you need to tell the tool if you’re deleting bibliographic or authority records.

Next, you can:

  • load a file with biblionumbers or authids;

    Batch record deletion tool, record type is set to bibliographic, and the 'Upload file' tab is selected for the records source

  • use a list;

    Batch record deletion tool, record type is set to bibliographic, and the 'Select a list of records' tab is selected for the records source

  • or enter the list of numbers in the box provided.

    Batch record deletion tool, record type is set to bibliographic, and the 'Enter a list of record numbers' tab is selected for the records source

Once you submit the form you will be presented with a summary of the records you are trying to delete.

A table with all the records that will be deleted, also shown in the table are the number of items, holds, current checkouts, and subscriptions attached to each record. Records with current checkouts are highlighted to indicate they cannot be deleted.

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

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

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

Catalog concerns

Reporting concerns about bibliographic records

If the CatalogConcerns system preference is enabled, staff will be able to report concerns regarding specific bibliographic records.

To report a new concern,

  • In the bibliographic record’s detail page, click the “New” button and choose “New catalog concern”.

    The 'New' button in a detailed record is clicked and the mouse cursor is on the 'New catalog concern' option

  • Fill in the concern form.

    'Add concern' form

    • Title: enter a title describing succinctly the problem.

    • Please describe your concern: enter details about the problem, being the more descriptive possible so that the staff member who receives this is able to replicate and see the problem.

      An example of what is expected in the description is provided in the field:

      **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.
      

      Note

      This text is customizable in the HTML customizations tool, by changing the “CatalogConcernTemplate” entry.

      The text at the bottom of the form (« Please describe your concern clearly… ») is also customizable in the HTML customizations tool, by changing the “CatalogConcernHelp” entry.

  • Click “Submit”.

This will send an email to the cataloging team to notify them that a new concern has been created. The email will be sent to the email address in the CatalogerEmails system preference. The email sent is the TICKET_NOTIFY notice, which can be customized in the Notices and slips tool.

An email will also be sent to the reporter to notify them that the concern has been received. The email sent is the TICKET_ACKNOWLEDGE notice, which can be customized in the Notices and slips tool.

Concerns reported about this record are visible in the “Concerns” tab.

The Concerns tab of a bibliographic record in the staff interface, it contains a table with the concerns reported for this record

All concern tickets will be visible in the catalog concerns report.

Newly opened concern reports will also appear in the notification section at the bottom of the staff interface main page.

Prompt on staff interface homepage to view pending article requests, pending purchase suggestions, patrons requesting modifications, pending catalog concerns, pending checkout notes, and pending OPAC problem reports

Managing catalog concerns

When staff or patrons report concerns about bibliographic records, all concerns will be accessible through the catalog concerns report.

  • Get there: More > Cataloging > Reports > Catalog concerns

Note

This report will only be visible if either the CatalogConcerns system preference or the OpacCatalogConcerns system preference are enabled.

Note

To access this page, staff members need the edit_catalogue permission.

Catalog concerns report, showing the date, reporter's name, details, title of the concerned bibliographic record, and status, with a 'Details' button

From this report, you can see all concerns, ordered by date, with the name of the reporter, the details of the concern, the title of the bibliographic record, the status (open or resolved), and if resolved, the date and name of the staff member who managed it.

Note

By default, all concerns are shown. If needed, you can click on “Hide resolved” at the top of the page to hide concerns that have already been resolved.

Click “Show all” to return to the full table.

To see the details of a concern, either click the text in the “Details” column, or click the “Details” button in the “Actions” column.

Details of a catalog concern, the text the reporter submitted is visible, there is a field to enter an update, a 'Notify' check box, and buttons are 'Resolve' and 'Comment'

From this view, you can enter a comment in the “Update” field.

To simply add the comment as an update, click the “Comment” button.

If this concern is resolved, click the “Resolve” button.

If “Notify” is checked, the reporter will receive an email indicating that the concern was updated. The email sent for an update is the TICKET_UPDATE notice, and the email sent when the concern is resolved is the TICKET_RESOLVE notice, both of which can be customized in the Notices and slips tool.

Notices exemplaire

Chaque notice bibliographique Koha peut avoir un ou plusieurs exemplaires rattachés. Chaque exemplaire contient des informations de la copie physique que possède la bibliothèque.

Ajouter des exemplaires

Après avoir enregistré une nouvelle notice bibliographique, vous serez redirigé vers un formulaire d’exemplaire vide avec lequel vous pourrez ajouter un exemplaire à la notice bibliographique. Vous pouvez aussi cliquer sur « Ajouter/Modifier les exemplaires » sur la page de résultats d’une recherche

image674

ou vous pouvez ajouter un nouvel exemplaire n’importe quand en cliquant sur le bouton « Ajouter » au dessus de la notice bibliographique puis en sélectionnant « Nouvel exemplaire »

The 'New' button in a detailed record is clicked and the mouse cursor is on the 'New item' option

Le formulaire de modification de l’exemplaire va s’afficher :

Add item form

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

Au strict minimum, si vous prévoyez de faire des prêts, les champs suivants devraient être renseignés pour les nouveaux exemplaires :

Pour être certain que ces valeurs seront bien renseignées, vous pouvez les rendre obligatoires dans la grille de catalogage que vous utilisez et elles apparaîtront en rouge avec la mention « obligatoire ». Un exemplaire ne pourra être enregistré tant que les champs obligatoires n’auront pas été renseignés.

Three item fields, x Non-public note, y - Koha item type (this one is required and displayed in red with 'Required' next to it), and z - Public note

Note

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

Vous pouvez ajouter une nouvelle valeur autorisée directement depuis l’écran de modification et d’ajout d’exemplaire pour tous les champs qui sont liés à une catégorie de valeurs autorisées comme la Site Dépositaire (sous-champ $c) ou le Fonds - Collection (sous-champ $8).

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

  • Cliquez sur cette option pour afficher une fenêtre pop-up dans laquelle vous pouvez créer votre nouvelle valeur autorisée.

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

Adding a new authorized value from cataloguing

  • Vous pouvez ajouter des valeurs autorisées de la même manière depuis les notices bibliographiques et les notices d’autorité.

Note

Vous devez bénéficier de la permission manage_auth_values pour ajouter des valeurs autorisées à partir du catalogage.

Sous le formulaire d’ajout, il y a 3 boutons pour ajouter l’exemplaire.

Buttons under the add item form: Add item, Add and duplicate, Add multiple copies of this item, Save as template

  • “Ajouter un exemplaire” ajoutera juste un exemplaire

  • « Ajouter et dupliquer » ajoutera l’exemplaire et pré-remplira un nouveau formulaire avec les mêmes valeurs, que vous pourrez modifier

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

    The buttons under the add item form are replaced by 'Number of copies of this item to add' with an input box in which to enter the number

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

    Avertissement

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

Les exemplaires ajoutés apparaîtront au-dessus du formulaire d’ajout

A record's items in a table

Note

Vous pouvez personnaliser les colonnes de ce tableau dans la section :ref:”Configurer les colonnes <column-settings-label>” du module Administration (référence du tableau : Items Editor).

Your items will also appear below the bibliographic details on the record details page, in the “Holdings” tab.

Holdings table in a detailed record

Si vous avez paramétré la préférence système SpineLabelShowPrintOnBibDetails sur “Afficher”, il y aura un lien à côté de chaque exemplaire pour imprimer une étiquette rapide.

A holdings table in the catalog in the staff interface, the next to last column on the right is titled 'Spine label' and there is a 'Print button' label for each item in the table

Vous pouvez aussi filtrer le contenu du tableau en cliquant sur le lien “Activer les filtres”. Il affichera alors une rangée en haut où vous pourrez filtrer les résultats dans la colonne que vous souhaitez.

Holdings table in a detailed record

Adding and using item templates

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

Note

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

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

Creating a new item template

To create an item template,

  • Go to add a new item

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

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

    Save item template form

  • Choose “Save as new template”

  • Enter a template name

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

  • Click “Save”

Updating an existing template

To edit an existing template,

  • Go to add a new item

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

    At the top of the item form, there is a section to choose a template; a dropdown to choose the template, 'Apply template' button, 'For session' checkbox, 'Clear template' button, and 'Delete template' button

  • Click “Apply template”

  • Change the values as needed

  • Click the “Save as template” button.

    Save item template form

  • Choose the template to update

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

  • Click “Save”

Using a template

To use a template,

  • Go to add a new item

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

    At the top of the item form, there is a section to choose a template; a dropdown to choose the template, 'Apply template' button, 'For session' checkbox, 'Clear template' button, and 'Delete template' button

  • Click “Apply template”

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

  • Change the values as needed

  • Save the item

Deleting a template

To delete a template,

  • Go to add a new item

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

    At the top of the item form, there is a section to choose a template; a dropdown to choose the template, 'Apply template' button, 'For session' checkbox, 'Clear template' button, and 'Delete template' button

  • Click “Delete template”

Modifier des exemplaires

Les exemplaires peuvent être modifiés de plusieurs façons.

  • En cliquant sur « Modifier » et « Modifier les exemplaires » depuis la notice bibliographique

    image683

    Ceci ouvrira une liste d’exemplaires, dans laquelle vous pourrez cliquer sur le bouton « Action » à gauche de l’exemplaire spécifique que vous voulez modifier, et choisissez « Modifier ».

    image684

  • En cliquant sur “Modifier les exemplaires” à côté de l’exemplaire dans l’onglet “Exemplaires”

    Item details page

    Ce qui ouvrira un tableau de l’exemplaire que vous pouvez modifier

    image686

  • En cliquant sur le bouton « Modifier » puis « Modifier les exemplaires par lot »

    The Edit menu in a bibliographic record, the mouse cursor is on the 'Edit items in batch' option

    Ceci permettra d’ouvrir l’outil de modification d’exemplaires par lot dans lequel vous pourrez modifier tous les exemplaires de cette notice en lot.

  • Vous pouvez aussi activer la préférence système StaffDetailItemSelection pour afficher des cases à cocher à gauche de chaque exemplaire sur la page d’affichage détaillée. Vous pouvez ensuite cocher les exemplaires que vous souhaitez modifier et cliquer sur “Modifier les exemplaires sélectionnés” en haut de la liste.

    image688

  • Cliquez sur “Modifier” à droite de chaque exemplaire dans le tableau

    image1268

  • Il existe aussi un lien pour Modifier les exemplaires à partir des résultats de recherche dans l’interface professionnelle

    image1269

  • Pour finir, vous pouvez utiliser l’outil Modification des exemplaires par lots <batch-item-modification-label>

Mise à jour rapide du statut de l’exemplaire

Circulation staff often need to change the status of an item to Lost or Damaged. This doesn’t require you to edit the entire item record. Instead, clicking on the item barcode on the checkout summary or checkin history will bring you to an item summary. You can also get to the item summary by clicking on the Items tab to the left of the bibliographic record’s detail page.

Item details page

From this view, you can mark an item lost by choosing a lost status from the pull down and clicking the “Set status” button. Same applies to the damaged and withdrawn statuses.

Statuses section of the item details page, showing the current library, checkout status, current renewals, lost status, damaged status, and withdrawn status

Dupliquer exemplaires

Vous pouvez facilement dupliquer chaque exemplaire en cliquant sur le bouton “Action”, à droite de chaque exemplaire dans l’écran de modification des exemplaires

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De là vous pouvez choisir “”Dupliquer”” l’exemplaire, et ceci rempliera le formulaire avec les valeurs de l’exemplaire que vous avez choisi.

Batch editing items

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

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

Form to edit items in batches

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

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

Table of items to be edited in a batch

You will be presented with a summary of the items you want to modify. From here, you can uncheck the items you don’t want to modify before making changes in the form below. You can also hide columns you don’t need to see to prevent having to scroll from left to right to see the entire item table. The holds column displays a count of the current holds for the item.

Note

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

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

Form to edit item subfields in a batch

You can also click the “RegEx” link to change the text field to a regular expression substitution. This is used to change only a part of a text string.

Call number item subfield being edited with a regex substitution

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

Message saying the job has been enqueued, with links to view the enqueued job or make a new batch item modification

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

Details of the batch item modification, with the details of the modified items

Batch editing items from the bibliographic record

You can also edit items on one bibliographic record in a batch by going to the bibliographic record and clicking Edit > Edit items in batch

The Edit menu in a bibliographic record, the mouse cursor is on the 'Edit items in batch' option

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

Batch editing items from a report

L” outil de modification d’exemplaires par lot est également disponible depuis les résultats de rapports quand les résultats contiennent les numéros d’exemplaires.

In the report results, the 'Batch operations with X visible records' menu is open and the 'Batch item modification' is selected

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

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

Automatic item editing by age

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

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

Note

Staff need the items_batchmod permission to access this tool.

Note

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

If you haven’t created any rules, you will see the option to “Add rules” on the page. Click this button to create rules.

Automatic item modifications by age tool page, there is a 'add rules' button and a message 'there are no rules defined'.

If you have rules already there will be a button that reads “Edit rules”. To create a new rule click the “Edit rules” button at the top of the page.

Table with existing automatic item modification by age rules

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

Automatic item modifications by age tool page, buttons at the top of the page are 'add rule', 'save', and 'cancel', there is a message 'there are no rules defined'.

Click “Add rule”.

Form to add a new rule for automatic item modification by age

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

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

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

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

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

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

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

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

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

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

  • Conditions: what criteria is needed to trigger the update

    • Choose the field to check from the dropdown menu

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

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

  • Substitutions: what changes are made when the script runs

    • Choose the field to change from the dropdown menu

    • Enter the value the field should have after the update

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

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

Table with existing automatic item modification by age rules

Rotating items through libraries automatically

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

Note

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

Note

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

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

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

Stock rotation helps to spread resources more fairly among library branches and allows patrons to see a wider range of titles.

Items are popular whilst they are new at a particular branch. However, their use often tails off over time. This tool empowers librarians to automate the movement of items on to another branch before usage declines and thereby extends the items useful life.

Library staff create rotation plans (rotas) and then assign them to items. A cronjob is then used to cycle these items round the specified libraries on the rotation plan, moving them to the next stage after the prescribed period of time has passed at the current stage.

Note

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

Email notices may be used to provide the library branches with a list of items to be put in transit to the next branch and if an item is found to be on loan at the time that it should be transferred, an alert will be displayed when it is next returned.

Note

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

From the stock rotation tool page you can add new rotation plans (rotas) and see a summary of your currently configured rotation plans. You can then edit plan details, activate and deactivate plans and manage stages and items on a given rotation plan.

The rota table

Note

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

Creating a new rota

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

New rota form

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

  • Cyclical:

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

    • Yes: items will continue to rotate, returning back to the first library on the rotation plan once they have completed their allotted time at the last library, indefinitely until manually removed from the rota

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

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

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

The rota table

Adding stages to a rota

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

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

The stock rotation summary page, there is one rota in the table, the 'Manage' button on the right of the rota is clicked and the mouse cursor is on the 'Stages' option

Click the “Add stage” button.

New stage form

  • Library: choose the library this stage is for

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

Click “Save”.

The rota stages table

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

Adding items to a rota

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

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

The stock rotation summary page, there is one rota in the table, the 'Manage' button on the right of the rota is clicked and the mouse cursor is on the 'Items' option

Click the “Add items” button.

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

Add item to rota form, with a choice between scanning a single barcode or uploading a barcode file

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

The 'Rota' tab in a detailed record in the staff interface catalog, the options are to add the item to a rota

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

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

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

The rota items table

Note

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

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

  • Add « In demand »: double the duration the item will stay at it’s current stage compared to what is set in the rota. This is often used for items that are found to be unexpectedly popular at a particular library.

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

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

The 'Rota' tab in a detailed record in the staff interface catalog, the item has already been added to a rota, the options are to manage the item

Grouping items

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

Note

Staff users need the manage_item_groups permission

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

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

A bibliographic record in the staff interface, the 'Item groups' tab is selected; there are currently no item groups, there is only a 'New item group' button and an empty table

  • Click on the “New item group” button

  • In the form that appears,

    New item group form

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

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

  • Click “Submit” to create the group

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

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

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

  • Choose which group the selected items should be added to

    Set item group for items form, there is only a drop-down with the different groups available

  • Click “Set item group”

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

The 'Holdings' tab in a detailed record in the staff interface, there are six items, both volume ones are in the item group 'Part one', both volume twos are in the item group 'Part two' and both volume threes are in the item group 'Part three'

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

Informations sur l’exemplaire

A gauche de chaque notice bibliographique se trouve l’onglet Exemplaires pour visualiser les informations de l’exemplaire.

Item details page

Clicking that tab will give you basic information about the items.

The “Item information” section shows basic information about the item such as the home library, item type, collection, call number, copy number, shelving location, replacement price, and accompanying materials.

Item information section of the item details page, showing the item's home library, item type, collection, call number, copy number, shelving location, and replacement price.

The “Statuses” section shows the current status of the item. If the item is on loan, the loan details are displayed. If the item was renewed, you can click “View” to see the details of any renewals, which include the date, the staff member who renewed the checkout, as well as if it was done manually or automatically (through the automatic_renewals.pl cronjob).

Statuses section of the item details page, showing the current library, checkout status, current renewals, lost status, damaged status, and withdrawn status

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

Statuses section of the item details page, showing the current status (lost), current library, checkout status, current renewals, lost status and lost date, damaged status, and withdrawn status

The “Priority” section shows if the item is excluded from local holds priority.

Priority section of the item details page, showing if the item is excluded from local holds priority and if it is bookable.

The “History” section shows information about the acquisition and check out history of the item. If you ordered the item through the acquisitions module, this section will include the order date, vendor, accession (receiving) date and invoice number. Clicking the order or accession date will bring you to the acquisitions information for that item. This section also shows the number of total checkouts (with a link to see the checkout history), the date and time the item was last seen, the date it was last borrowed and the last patron to borrow this item (if the StoreLastBorrower system preference is enabled), if the item was paid for by the patron, the volume or serial number information, and public and non-public notes.

History section of the item details page, showing the accession date, number of total checkouts with possibility of viewing the checkout history, date and time last seen, date last borrowed, public and non-public notes.

Ajouter des images de couverture pour les exemplaires

Si vous avez paramétré OPACLocalCoverImages ou LocalCoverImages sur “Afficher”, vous pouvez téléverser des images de couvertures pour des notices d’exemplaires à partir de l’option “Télécharger une image” du bouton “Modifier”, à droite du tableau des exemplaires.

Upload a cover image for an item from Edit button

Cliquez sur Choisir un fichier pour trouver le fichier image sur votre ordinateur, puis sur Télécharger fichier.

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

L’image s’affichera dans une colonne Image de couverture dans le tableau d’affichage.

Display of a cover image for an item

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

Deleting a cover image for an item

Déplacement d’exemplaires

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

Detailed record, mouse cursor is on the 'Attach item' option in the 'Edit' menu

Rendez-vous sur la notice bibliographique à laquelle vous souhaitez rattacher l’exemplaire et sélectionnez “Attacher un exemplaire” dans le menu “Modifier”.

Field to input an item's barcode to attach it to the record

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

S’il s’agit du dernier exemplaire rattaché à la notice bibliographique, un bouton vous proposera de supprimer la notice d’origine.

Warning reading 'The record Shakespeare's sonnets / has 0 attached items.', with an optional button to delete the record

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

Supprimer des exemplaires

Il y a plusieurs façons de supprimer des exemplaires. Si vous avez besoin de supprimer un exemplaire, vous pouvez ouvrir la page de détail de sa notice bibliographique, puis cliquer sur le bouton Modifier. Là, vous choisissez l’option Modifier les exemplaires.

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Une liste des exemplaires est affichées. A côté de chaque exemplaire, un lien Supprimer permet de supprimer l’exemplaire s’il n’est pas en prêt.

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Si vous êtes sûr que tous les exemplaires attachés à votre notice ne sont pas actuellement en prêt, vous pouvez utiliser l’option “Supprimer tous les exemplaires” dans le menu “Modifier”.

Vous pouvez aussi activer la préférence système StaffDetailItemSelection pour afficher des cases à cocher à gauche de chaque exemplaire sur la page d’affichage détaillée. Vous pouvez ensuite cocher les exemplaires que vous souhaitez supprimer et cliquer sur “Supprimer les exemplaires sélectionnés” en haut de la liste.

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Enfin, vous pouvez utiliser l” outil de suppression par lot pour supprimer un lot d’exemplaires.

Batch deleting items

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

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

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

Form to delete items in batches

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

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

Details of the items to be deleted

Note

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

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

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

The screen of the batch item deletion tool, but instead of the item details in a table, there is a message saying Too many items (1150) to display individually, This will delete all the items

Click “Delete selected items.”

Note

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

The deletion job will be enqueued in the background jobs.

Message saying the job has been enqueued, with links to view the enqueued job or make a new batch item modification

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

Details of the batch item deletion job, with the number or items and records deleted

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

Batch deleting items from the bibliographic record

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

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

The Edit menu in a bibliographic record, the mouse cursor is on the 'Delete items in a batch' option

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

Batch deleting items from a report

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

In the report results, the 'Batch operations with X visible records' menu is open and the 'Batch item deletion' is selected

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

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

Historique de prêts d’un exemplaire

Chaque notice bibliographique conserve l’historique de ses opérations de circulation (avec ou sans les informations relatives aux adhérents selon votre paramétrage). Mais chaque exemplaire a également sa propre page d’historique. Pour voir celle-ci, cliquez sur l’onglet Exemplaires de la notice que vous êtes en train de visualiser.

Item details page

Sous le titre Historique, il y a un lien Voir l’historique des prêtes des exemplaires. En cliquant ce lien, la page historique des exemplaires s’affiche. Elle est sensiblement différente de l’historique de la notice bibliographique.

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Creating labels

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

The label creator tool allows you to use layouts and templates which you design to print a nearly unlimited variety of labels including barcodes. Here are some of the features of the label creator tool:

  • Customize label layouts

  • Design custom label templates for printed labels

  • Build and manage batches of labels

  • Export single or multiple batches

  • Export single or multiple labels from within a batch

  • Export label data in one of three formats:

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

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

    • XML - Included as an alternate export format

Label layouts

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

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

Adding a layout

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

'New' menu in the label creator page is opened and the mouse cursor is on the 'Layout' option

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

New label layout form

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

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

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

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

      Image showing a spine label, the call number appears on the label

      Note

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

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

      Image showing a barcode label, the barcode is at the top of the label, and the name of the library is printed at the bottom

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

      Image showing a barcode label, the name of the library is printed the top of the label, and the barcode is at the bottom

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

      Image showing two labels, the first one has the name of the library printed on it and the second one contains the barcode

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

      Image showing a barcode label

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

    Bibliographic data to print section of the new label layout form, List fields is selected and there is an input field to enter bibliographic data field, separated by commas (it currently contains title, author, isbn, issn, itemtype, barcode, itemcallnumber)

    Note

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

    • items

    • biblioitems

    • biblio

    • branches

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

    You can also enclose a whitespace-separated list of fields to concatenate on one line in double quotes, for example « 099a 099b » or « itemcallnumber barcode ».

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

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

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

    Note

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

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

  • “Font”: choose the font type

    • Font type choices are currently limited to:

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

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

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

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

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

Click “Save” to save the new layout.

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Layouts' option

Editing a layout

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Layouts' option

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

Table of currently available layouts

Change the necessary values and click “Save”.

Deleting a layout

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Layouts' option

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

Table of currently available layouts

Label templates

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

A template is based on the label/card stock you are using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or Avery 28371 for your patron cards, just to give a couple of examples. These labels will include all of the information you will need for setting up in Koha. This information may be on the packaging, on the vendor’s website or it can be measured manually.

Adding a template

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

'New' menu in the label creator page is opened and the mouse cursor is on the 'Label template' option

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

New label template form

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

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

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

  • “Units”: choose which measurement scale you’re going to be using for the template. This should probably match the unit of measurement used on the template description provided by the product vendor.

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

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

  • Page height: height of the page

  • Page width: width of the page

  • Label width: width of the label

    Image showing a barcode label, a double arrow indicates the label width, pointing to the left and right sides

  • Label height: height of the label

    Image showing a barcode label, a double arrow indicates the label height, pointing to the top and bottom sides

  • Top page margin: height between the top of the page and the top of the first row of labels

    Image showing a barcode label, a double arrow indicates the top page margin, pointing from the top of the page to the top of the label

  • Left page margin: width between the left side of the page and the left side of the first column of labels

    Image showing a barcode label, a double arrow indicates the left page margin, pointing from the left side of the page to the left side of the label

  • Top text margin: height between the top of the label and the top of the first line of text

    Image showing a barcode label, a double arrow indicates the top text margin, pointing from the top of the label to the top of the barcode

  • Left text margin: width between the left side of the label and the start of the text

    Image showing a barcode label, a double arrow indicates the left text margin, pointing from the left side of the label to the leftmost side of the barcode

    Note

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

  • Number of columns: number of columns of labels in a page, or number of labels per row

  • Number of rows: number of rows of labels in a page, or number of labels per column

  • Gap between columns: width between two columns of labels

    Image showing a barcode label, a double arrow indicates the gap between columns, pointing from the right side of the first label to the left side of the second label in the row

  • Gap between rows: height between two rows of labels

    Image showing a barcode label, a double arrow indicates the gap between rows, pointing from the bottom side of the first label to the top side of the second label in the column

  • A profile is a set of « adjustments » applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned).

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

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

Click “Save” to save the new template.

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label templates' option

Editing a template

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label templates' option

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

Table of currently available templates

Change the necessary values and click “Save”.

Deleting a template

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

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

Table of currently available templates

Pinter profiles

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

    Printer profiles

A profile is a set of « adjustments » applied to a given template just prior to printing which compensates for anomalies unique and peculiar to a given printer (to which the profile is assigned). This means if you set a template up and then print a sample set of data and find that the items are not all aligned the same on each label, you need to set up a profile for each printer to make up for the differences in printing styles, such as the shifting of text to the left, right, top or bottom.

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

Adding a printer profile

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

'New' menu in the label creator page is opened and the mouse cursor is on the 'Printer profile' option

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

New printer profile form

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

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

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

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

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

The next sections are used to adjust the label printing.

  • Offset describes what happens when the entire image is off center either vertically or horizontally

  • Creep describes a condition where the distance between the labels changes across the page or up and down the page

    Note

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

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

Click “Save” to save the new profile.

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Printer profiles' option

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

Editing a printer profile

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Printer profiles' option

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

Table of currently available printer profiles

Change the necessary values and click “Save”.

Deleting a printer profile

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

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

Table of currently available printer profiles

Label batches

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

Batches are made up of the items for which you would like to print labels. Once in this tool you can search for the item records you would like to print out labels for.

Adding a label batch

Batches can be created in one of two ways. The first is to click the “Create label batch” link on the Staged MARC management page.

Table of staged files

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

'New' menu in the label creator page is opened and the mouse cursor is on the 'Label batch' option

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

New label batch form

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

Item search form to add items to a label batch

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

Search results for adding items to a label batch

Once you have added all of the items click the “Done” button. Click again on the “Add item(s)” button to transfer the items from the barcode box to the batch. The resulting page will list the items you have selected.

Table showing items in a label batch

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

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

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

To print your labels, click the “Export full batch” button. To print only some of the labels, select the items and click the “Export selected item(s)” button. To print only one label from the batch, click the “Export” button to the right of that item. Either way you will be presented with a confirmation screen where you can choose your template and layout. If you’re using a sheet of labels that is not complete, you can enter the starting label (labels are counted horizontally).

Options for choosing the layout and format of the labels to create, and the starting label

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

Options to download the generated labels: PDF, CSV or XML.

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

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label batches' option

Editing a label batch

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label batches' option

You will access currently available batches.

Table of currently available label batches

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

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

Deleting a label batch

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

'Manage' menu in the label creator page is opened and the mouse cursor is on the 'Label batches' option

You will access currently available batches.

Table of currently available label batches

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

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

Série de codes à barres

  • Get there: More > Cataloging > Tools > Label creator > New > Barcode range

If you want to print your barcode labels in advance, before even cataloging the items, you can choose to add a batch of a range of barcodes.

Click “New” and choose “Barcode range” from the label creator tool.

'New' menu in the label creator page is opened and the mouse cursor is on the 'Barcode range' option

Enter the starting and ending barcodes.

New barcode range form

Avertissement

The barcode range tool does not accept leading zeroes. If you enter 0001234 the barcode that will be printed will be 1234.

Click “Print range”.

You will be presented with the confirmation screen where you can choose your template and layout and enter the starting label if using an incomplete sheet of labels.

Options for choosing the layout and format of the labels to create, and the starting label

Note

The only download option for barcode ranges is PDF.

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

Barcode generator

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

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

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

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

Form to generate a barcode image

To generate a new image, fill out the form.

  • Barcode type: choose the barcode type to be used

    Note

    Most barcode types allow only numerical characters.

    The following allow alphanumeric characters:

    • Code39

    • NW7

    • QRcode

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

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

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

  • Barcode: enter the barcode to be printed

Click “Show barcode”.

Barcode generator tool, on the right there is a barcode image and an HTML img tag

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

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

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

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

Barcode generator tool, on the right there is a qr code image and an HTML img tag

Quick spine label creator

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

Note

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

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

  • Format your label printing by either editing the spinelabel.css file found in koha-tmpl/intranet-tmpl/prog/en/css/ or adding the CSS directly in the IntranetUserCSS system preference.

    For example, adding the following CSS code in IntranetUserCSS will alter the label’s font.

    /* Modify the Quick Spine Label Creator Font etc */
    .tools.labels #spinelabel {
               font-size:11.5pt;
               font-family:courier new;
               font-weight:bold;
      }
    

Quick spine label creator form

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

Quick spine label printing page, the callnumber is displayed in the page, and at the bottom, there are two buttons 'Print this label', and 'Edit this label'

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

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

Quick spine label printing page, the callnumber is displayed in the page, and at the bottom, there are two buttons 'Print this label', and 'Edit this label'; The lock icon next to the 'Edit this label' button is unlocked, the mouse cursor is on the callnumber and there are additional characters

Autorités

Les notices d’autorité sont un moyen de contrôler les champs dans vos notices bibliographiques. Cela vous permet de contrôler les sujets, les noms propres par exemple.

Ajouter des autorités

Pour ajouter une nouvelle notice d’autorité, choisissez le type d’autorité à partir du bouton “Ajouter une autorité”, ou bien cherchez parmi les autorités d’une autre bibliothèque en cliquant sur le bouton “Nouvelle notice via Z39.50”.

image702

Si vous choisissez de saisir une nouvelle autorité manuellement, un formulaire vous permettra de saisir tous les détails nécessaires concernant votre notice d’autorité.

image703

Pour développer des valeurs manquantes, il suffit de cliquer sur le titre et les sous-champs apparaissent. Pour dupliquer un champ ou sous-champ, il suffit de cliquer sur le signe plus (+), à droite de l’étiquette. Pour utiliser les plugins d’assistance, cliquez simplement sur le bouton (…), à droite du champ.

Lorsque vous liez des autorités à d’autres vedettes, vous pouvez utiliser le plugin de recherche d’autorités en cliquant sur les points de suspension (…) à droite du champ.

image704

Ici vous pouvez chercher dans votre fichier autorités, l’autorité à lier. Si vous ne la trouvez pas, vous pouvez cliquer sur le bouton “Ajouter nouvelle autorité” et ajouter l’autorité à lier. Ce plugin vous permet aussi de choisir le lien entre les autorités.

image705

Si vous désirez chercher la notice d’autorité dans le catalogue d’une autre bibliothèque, une boîte de recherche sera mise à votre disposition

image706

Dans la page de résultats, vous pouvez cliquer sur le lien « Importer » à droite de la notice que vous désirez importer dans Koha

image707

Un formulaire vous permettra de modifier l’autorité avant de l’enregistrer dans votre système

image708

Chercher par autorités

Dans la page des autorités, vous pouvez rechercher les termes existants et les notices bibliographiques qui y sont rattachées.

image709

Dans la page de résultat, vous voyez les autorités, le nombre de notices bibliographiques liées, un menu « Actions » qui vous permet de modifier, fusionner et supprimer (s’il n’y a pas de notice bibliographique liée).

image710

Si vous cliquez sur le lien “Détails” à droite du résumé de la notice d’autorité, cela ouvrira la notice en entier et l’option de modification de la notice.

image711

Si l’autorité comprend des renvois, vous verrez ceux-ci détaillés dans les résultats de recherche, cliquer sur la vedette liée renverra à une recherche pour cette vedette à la place.

image712

Modification des autorités

Les autorités peuvent être modifiées en cliquant sur le résumé de l’autorité depuis les résultats de recherche puis en cliquant ensuite sur le bouton « Modifier » au-dessus de la notice. Ou encore en cliquant sur le lien « Modifier » à gauche des résultats de la recherche d’autorité.

Authority editing form

Une fois que vous avez effectué les modifications nécessaires, cliquez simplement sur “Enregistrer”.

En fonction du nombre de notices bibliographiques rattachées à cette notice d’autorité, les notices bibliographiques peuvent être mise à jour immédiatement. Ceci dépend de la valeur dans la préférence système AuthorityMergeLimit (sa valeur par défaut est 50). Si le nombre de notices bibliographiques est inférieur à la valeur de AuthorityMergeLimit, les notices bibliographiques seront modifiées immédiatement. Si le nombre de notices bibliographiques est supérieur à la valeur de AuthorityMergeLimit, elles seront modifiées lorsque le merge_authorities.pl script s’exécutera.

Pour supprimer une autorité, vous devez d’abord être sûr qu’elle n’est pas lié à des notices bibliographiques. Si ce n’est pas le cas, un lien Supprimer est affiché à droite de l’autorité sur la page de résultat d’une recherche et un bouton Supprimer est également affiché sur la page de détail de l’autorité.

Fusionner les autorités

Si vous avez des doublons de notices d’autorité, vous pouvez les fusionner en cliquant sur le lien “Fusionner”, dans le menu “Action”, à côté des deux résultats de la recherche d’autorité.

image714

Après avoir cliqué sur “Fusionner” du premier résultat, vous verrez cette autorité classée en haut des résultats.

image715

Puis, vous cliquez sur “”Fusionnez”” à la hauteur du second résultat que vous souhaitez fusionner.

Il vous sera demandé laquelle des deux notices vous souhaitez garder et laquelle sera supprimée après la fusion.

image716

Les deux notices s’afficheront en mode MARC dans des onglets distincts. Par défaut, tous les champs de la première notice seront sélectionnés. Désélectionnez les champs que vous ne voulez pas conserver. Allez ensuite dans le second onglet et choisissez les champs que vous voulez y prendre.

image717

Une fois vos sélections effectuées, cliquez sur le bouton “Fusionner”. La notice principale contiendra maintenant les données que vous avez choisies, et la seconde notice sera supprimée.

image718

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

Screenshot of authority search results for Ahab, Captain, the top one a Topical Term and the bottom one a Personal Name

Si vous sélectionnez le lien “Fusionner” du menu d’actions de la première notice.

Same screenshot showing the opened Edit menu with Merge selected

Vous verrez cette autorité classée en haut des résultats.

Screenshot showing the authorized term and its authority record number, and Cancel Merge option at top of search results

Ensuite, vous devez sélectionner “Fusionner” à côté du second résultat que vous souhaitez fusionner.

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

Screenshot showing the top record selected as Primary with the Using Framework menu opened and Personal Name selected

Les deux notices s’afficheront en mode MARC dans des onglets distincts (chacun accessible via les étiquettes des onglets avec le numéro de notice autorité). Par défaut, tous les champs de la première notice seront sélectionnés. Désélectionnez les champs que vous ne voulez pas conserver. Allez ensuite dans le second onglet et choisissez les champs que vous voulez y prendre.

La notice « ref » (la notice principale) sera du type que vous choisissez :

Screenshot of the Merging Records window showing the Source Records and Destination Records in MARC

Une fois vos sélections effectuées, cliquez sur le bouton “Fusionner”. La notice principale contiendra maintenant les données que vous avez choisies, et la seconde notice sera supprimée.

Screenshot showing the new Primary Record

L’étiquette MARC des vedettes liées aura été mise à jour en conséquence.

Screenshot of one bibliographic record's linked subject heading for Ahab, Captain, now updated from a 650 Topic field to a 600 Personal Name field

Exporting data

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

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

Exporting bibliographic records

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

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

    Form to export bibliographic records

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

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

      Avertissement

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

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

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

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

      Avertissement

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

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

    • Call number range: limit to a call number range

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

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

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

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

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

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

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

    • Click “Export bibliographic records”

Exporting authority records

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

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

    Form to export authority records

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

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

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

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

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

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

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

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

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

    • Click “Export authority records”

Inventory

  • Get there: More > Cataloging > Reports > Inventory

Koha’s inventory tool can be used in one of three ways:

  1. By creating a shelf list that you can then mark items off on;

  2. By uploading barcodes gathered by a portable scanner;

  3. By comparing barcodes gathered by a portable scanner or scanned directly to a generated shelf list.

Creating a shelf list

If you do not have the ability to use your barcode scanner on the floor of the library, the option available to you is to generate a shelf list based on criteria you enter. You can then print it to use while walking around the library checking your collection or use it directly in Koha on a portable device.

The inventory form, the sections Item location filters, Optional filters for inventory lists or comparing barcodes, and Additional options

First, choose the criteria for the items you want to print out on a list. All parameters are optional, but if none are selected, the resulting list might be quite large.

  • Library: choose the branch you want to check, as well as if that branch is the home library or the current holding library of the items.

  • Shelving location (items.location) is: you can filter by location.

  • Item callnumber between … and …: you can also limit the list to a specific range of callnumbers.

  • Call number classification scheme: if filtering by call number, make sure to choose the correct classification scheme

You can filter even more with item statuses (not for loan status, lost status, withdrawn status or damaged status). Check the boxes next to the statuses you want to include. For example, if you are using the list to shelf read, check only the “for loan” status as the other items probably won’t be on the shelves.

  • Last inventory date: enter a date here to skip items that have been marked as seen recently.

  • Skip items on loan: check this box to filter out loaned items from the list.

  • Skip items on hold awaiting pickup: check this box to filter out items that are awaiting pickup by patrons

  • Item types: check the boxes next to the item types you want to include in your shelf list

  • Export to CSV file: check this box to generate a CSV file for altering in an application on your desktop. If this box is unchecked, the list will be presented on the screen.

Click on “Submit” to generate your shelf list.

A table presenting the items corresponding to the filters

Once you have found the items on your shelves, return to this list and check the boxes next to the items you found. Next, click on one of the three buttons to continue:

Buttons in the inventory tool Mark seen and quit, Mark seen and continue, Continue without marking

  • Mark seen and quit: updates the “last seen” date and time of the selected items to now and returns to the previous screen.

  • Mark seen and continue: updates the “last seen” date and time of the selected items to now and shows the next page of the list.

  • Continue without marking: doesn’t update any of the items on this page and shows the next page of the list.

Uploading barcodes with a scanner

If you have a portable scanner (or a laptop and USB scanner) you can walk through the library with the scanner in hand and scan barcodes as you come across them (on a laptop, scan the barcodes into a text file or directly into the on screen text box). Once finished you can then upload the text file generated by the scanner to Koha.

The inventory form, the sections Use a barcode file, Or scan items one by one, and Parameters

  • Set inventory date to: choose the date you want to mark all items as last seen.

  • Compare barcodes list to results: uncheck for this method.

  • Do not check in item scanned during inventory: unless this is checked, Koha will check in items scanned, as it is assumed that they are on the shelf and so not loaned out. If you do not want to check in scanned items, check this option.

  • Check barcodes list for items shelved out of order: if this option is checked, Koha will compare the call numbers and make sure they are in the correct order.

Click “Submit”. This will update all the items” “last seen” date to the chosen date (time last seen will be 00:00).

Once you have the updated the last seen date for all items scanned during the inventory it is possible to use reports to identify items that were not scanned and can therefore be assumed missing (you can use the batch item modification tool to change the LOST status of these items). There are sample reports you can use on the Koha SQL Reports Library.

Comparing scanned barcodes to a shelf list

Alternatively, you can combine the two methods to automatically compare a list of scanned barcodes with a generated list.

First, upload you barcode file or scan the barcodes in the box.

  • Set inventory date to: choose the date you want to appear in the items” “last seen” field (the time last seen will be set to 00:00).

  • Compare barcodes list to results: should automatically be checked.

  • Do not check in items scanned during inventory: make sure to check this option if you do not want the scanned items to be automatically checked-in if they are checked-out.

Choose the filters (library, shelving location, callnumbers, statuses or item types) to generate a list with which to compare your barcodes. Click on “Submit”.

Note

Depending on the number of barcodes you are comparing, this may take a few minutes. It is not recommended to compare lists of more than 1000 barcodes as this may cause a session timeout.

Once Koha has finished comparing the barcodes file to the generated list, it will return the number of items updated and a list of problematic items.

Note

Unlike when creating a shelf list, the list that will be presented here will only contain the items that Koha has determined are problematic.

  • Missing (not scanned): the item is in the generated list but not in the barcodes file.

  • Found in wrong place: the item is in the barcodes list, but not in the generated list.

  • Still checked out: the item is checked out, but is in the generated list. It was not automatically checked in.

  • No barcode: the barcode doesn’t exist.

  • Unknown not-for-loan status: the item has “not for loan” status that is not in the NOT_LOAN authorized values list

  • Item may be shelved out of order: the callnumber is out of order

Guides de catalogage

Document d’information sur le catalogage de notice bibliographique

This section is for MARC21.

Champ

Label

Description

Instructions

000

LEADER

Describes the record (i.e. surrogate) – is it a record for a monograph? A serial?

Click in this field to fill it in. Then set « Bibliographic level » to “a” for articles or “s” for serials. Otherwise, leave everything as is. The value in position 6 influences the type of material in 008.

001

CONTROL NUMBER

Numéro d’accès.

Enter the accession number written inside the item here. For articles and items which do not have accession numbers, leave blank. You can use the autoControlNumber system preference to automatically fill this field with the biblionumber of the record.

003

CONTROL NUMBER IDENTIFIER

Votre code MARC de l’établissement

Cliquez dans ce champ pour le remplir (se remplira automatiquement si vous préférence MARCOrgCode est paramétrée).

005

D & T LATEST TRANSACTION

Date et heure actuelles.

Cliquer dans ce champ pour le remplir.

008

FIXED-LENGTH DATA ELEMENTS

Champ contenant des représentations lisibles par ordinateur d’un certain nombre de choses.

The type of material is automatically set according to the leader, position 06. Generally you will only use “s” (single) or “m” (multiple) options for position 06- use the former when the item was published in a single year, the latter when it was published over the course of several. If there is a single date, only enter a date in the first date field (positions 07-10). Enter the three-digit country code in positions 15-17, being sure to add spaces if the country code is fewer than three characters long. If there is an index, note that fact in position 31. Enter the three-letter language code in positions 35-37.

010

LCCN

Un numéro assigné par la Bibliothèque du Congrès à une œuvre identifiée de manière unique.

Vérifiez sur la page de copyright du livre (s’il a été publié aux États-Unis) ou le catalogue LC pour trouver ce numéro. Si vous ne le trouvez pas, ne vous en souciez pas.

020

ISBN

Numéro unique utilisé par les éditeurs pour identifier les livres.

Si ce numéro n’est pas listé sur le livre, il n’y en a probablement pas.

022

ISSN

Numéro unique utilisé par les éditeurs pour identifier les périodiques.

Si ce numéro n’est pas listé sur le livre, il n’y en a probablement pas.

033

DATE/TIME OF EVENT

Used for auction dates. Required for auction catalogs.

Pour les enchères qui ont eu lieu sur un seul jour, saisissez la date de l’enchère au format AAAAMMJJ dans le sous-champ “a” et mettez un “0” dans le premier indicateur. Pour les enchères qui ont eu lieux sur deux jours consécutifs ou sur n’importe quel nombre de jours non consécutifs, créez un sous-champ “a” pour chaque jour avec la date au format AAAAMMJJ, et mettez un “1” dans le premier indicateur. Pour les enchères qui ont eu lieu sur plus de deux jours consécutifs, créez un sous-champ “a” (au format AAAAMMJJ) pour le premier jour et un sous-champ “a” (également au format AAAAMMJJ) pour le dernier jour, et mettez un “2” dans le premier indicateur.

040

SOURCE DE CATALOGAGE

Identifie quelles bibliothèques ont créé et modifié la notice.

Pour les notices importées, ajoutez un sous-champ “d” avec votre code OCLC comme valeur. Pour les nouvelles notices, assurez-vous que le sous-champ “c” contient votre code OCLC comme valeur.

041

LANGUAGE CODE

Identifie toutes les langues utilisées dans un exemplaire, quand deux langues ou plus sont présentes.

Pour des portions significatives d’un texte dans une langue donnée, il faut qu’il y ait un sous-champ “a” avec le code de cette langue. S’il n’y a que des résumés ou des extraits dans une langue spécifique, créez un sous-champ “b” avec le code de cette langue.

100

MAIN ENTRY–PERSONAL

Authorized form of the main author’s name

Voir la feuille Vedettes autorisées et AACR2. Le premier indicateur sera généralement un “1”, pour indiquer que l’élément d’entrée est le nom de famille. Si le nom est uniquement constitué d’un prénom, cependant, le premier indicateur sera “0”.

110

MAIN ENTRY–CORPORATE

Forme autorisée du nom de l’auteur collectivité principal. Obligatoire pour les catalogues de ventes aux enchères.

Les catalogues de ventes aux enchères utiliseront le champ 110 plutôt que le champ 100. Voir la feuille sur les Vedettes autorisées et AACR2. Positionnez le premier indicateur à “2”.

111

MAIN ENTRY–MEETING

Forme autorisée du nom d’une réunion qui fait office d’offre principale (c’est-à-dire d’actes de conférence)

Voir la feuille sur les Vedettes autorisées et AACR2. Positionnez le premier indicateur sur “2”.

245

TITLE STATEMENT

Transcription de la mention de titre de la page de titre (ou de la principale source d’information)

Saisissez le titre dans le sous-champ “a”, le sous-titre dans le sous-champ “b”, et la mention de responsabilité dans le sous-champ “c”. Si vous créez une notice pour un volume ou une partie d’un document en plusieurs parties, mettez le numéro de partie dans le sous-champ “n” et le titre de partie dans le sous-champ “p”. Pour les catalogues de ventes aux enchères, la date (au format “MM/JJ/AAAA”) sera listée entre crochets dans le sous-champ “f”. Voir la feuille sur la ponctuation ISBD. Positionnez le premier indicateur sur “0” s’il n’y a pas d’auteur, sinon positionnez le sur “1”. Positionnez le deuxième indicateur sur le nombre de caractères blancs (c’est-à-dire les caractères des articles plus l’espace… pour « The  » positionnez le deuxième indicateur sur “4”).

246

Variante de titre de l’oeuvre

Forme alternative du titre pour la recherche et le classement

Si l’adhérent risque de chercher l’œuvre sous un titre différent, saisissez-le ici. N’incluez pas les articles initiaux. Le premier indicateur sera “3”, à moins que le titre ne soit simplement une variante d’écriture, auquel cas le premier indicateur sera “1”.

250

Mention d’édition

Transcription de la mention d’édition de la page de titre (ou de la principale source d’information)

Transcrivez la mention d’édition exactement comme elle apparaît sur la page de titre. Vous pouvez abréger la mention d’édition si elle est très longue.

260

Publication (imprimé)

Information sur la publication.

Mettez le lieu de publication dans le sous-champ “a”, l’éditeur dans le sous-champ “b”, et l’année (ou année probable) dans le sous-champ “c”. Voir la feuille sur la ponctuation ISBD.

264

PRODUCTION, PUBLICATION ETC.

Notification de production, publication, distribution, manufacture et copyright.

Mettez le lieu de publication dans le sous-champ “a”, l’éditeur dans le sous-champ “b”, et l’année (ou année probable) dans le sous-champ “c”. Voir la feuille sur la ponctuation ISBD. L’étiquette est automatiquement positionnée sur le deuxième indicateur, donc en général ce sera positionné sur “1” pour Editeur :

300

PHYSICAL DESCRIPTION

Description physique

Saisissez les informations de pagination dans le sous-champ “a”, une brève description des contenus « spéciaux » comme des illustrations ou des cartes dans le sous-champ “b” (voir AACR2), et la dimension de l’exemplaire dans le sous-champ “c”. Voir la feuille sur la ponctuation ISBD.

490

SERIES STATEMENT

Shows the series statement exactly as it appears on the item.

Transcrivez les informations de séries dans le sous-champ “a” avec le numéro de volume dans le sous-champ “v”. Voir la feuille sur la ponctuation ISBD. Positionnez le premier indicateur sur “1” si vous utilisez un 830. En règle générale, vous devriez.

500

GENERAL NOTE

Notes that don’t fit anywhere else.

Saisissez des notes sous forme de phrases entières, avec un champ 500 séparé pour chaque sujet distinct.

501

WITH NOTE

Note si l’œuvre est liée avec les œuvres décrites par d’autres notices.

Put description of relationship in subfield “a”.

504

BIBLIOGRAPHY, ETC. NOTE

Indicates whether the work includes a bibliography.

Si l’œuvre inclut une bibliographie et un index, saisissez le texte « Inclut des références bibliographiques (p. XXX-XXX) et un index. » dans le sous-champ “a”. Si l’œuvre n’inclut pas d’index, enlevez cette partie de la phrase. Si les références sont éparpillées tout au long de l’œuvre et non regroupées dans une phrase distincte, enlevez les informations entre parenthèses.

505

FORMATTED CONTENTS

Liste des contenus dans un format standard. Les contenus non formatés peuvent être listés dans un champ 500 (Note générale).

Voir la feuille sur la ponctuation ISBD. Positionnez le premier indicateur sur “0”. Si vous codez séparément les auteurs et les titres, positionnez le deuxième indicateur sur “0”. Sinon, laissez le deuxième indicateur vide.

518

DATE/TIME OF EVENT NOTE

Used for auction dates.

Pour les catalogues de ventes aux enchères, saisissez la date de l’enchère au format “Janvier 2, 1984” dans le sous-champ “a”

520

SUMMARY, ETC.

A brief summary or abstract of the book or article.

En général, vous n’avez pas besoin d’écrire un résumé. Un résumé peut être nécessaire, cependant, avec des documents qui ne peuvent pas être aisément consultés par un adhérent, comme des livres avec un papier hautement acide ou des CD-ROMs.

546

LANGUAGE NOTE

Note describing the languages used in the work

Nécessaire uniquement pour des œuvres en de multiples langues. Voir la feuille sur la ponctuation ISBD.

561

PROVENANCE INFORMATION

Décrit la propriété antérieure de l’exemplaire.

Used only for rare books.

563

BINDING INFORMATION

Describes the binding of the item.

Used only for rare books.

590

LOCAL NOTE

Local notes. Required for auction catalogs.

Utilisé pour les catalogues de ventes aux enchères pour indiquer quels types de pièces sont vendues pendant l’enchère - Romaines, Grecques, etc.

600

SUBJECT ADDED–PERSONAL

Authorized form of personal names for people discussed in the work

Voir la feuille sur les Vedettes autorisées et AACR2. Le premier indicateur sera généralement un “1”, pour indiquer que l’élément d’entrée est le nom de famille. Si le nom comporte uniquement un prénom, cependant, le premier indicateur sera “0”. Si vous avez trouve le nom dans le fichier d’autorités LC, positionnez le deuxième indicateur sur “0”. Sinon positionnez le deuxième indicateur sur “4”.

610

SUBJECT ADDED–CORPORATE

Forme autorisée des noms collectivités pour les organisations dont on parle dans l’œuvre

Voir la feuille sur les Vedettes autorisées et AACR2. Positionnez le premier indicateur sur “2”. Si vous avez trouvé le nom dans le fichier d’autorités LC, positionnez le deuxième indicateur sur “0”. Sinon positionnez le deuxième indicateur sur “4”.

611

SUBJECT ADDED–MEETING

Authorized form of meeting names for meetings discussed in the work

Voir la feuille sur les Vedettes autorisées et AACR2. Positionnez le premier indicateur sur “2”. Si vous avez trouvé le nom dans le fichier d’autorités LC, positionnez le deuxième indicateur sur “0”. Sinon positionnez le deuxième indicateur sur “4”.

630

SUBJECT ADDED–UNIFORM TITLE

Authorized form of titles for other works discussed in the work

Voir la feuille sur les Vedettes autorisées et AACR2. Positionnez le premier indicateur sur le nombre de caractères blancs (c’est-à-dire les caractères des articles initiaux plus l’espace… pour « The  » positionnez le premier indicateur sur “4”). Si vous avez trouvé le nom dans le fichier des autorités LC, positionnez le deuxième indicateur sur “0”. Sinon, positionnez le deuxième indicateur sur “4”.

650

SUBJECT ADDED–TOPICAL

Vedette sujet de la Bibliothèque du Congrès décrivant le sujet de l’œuvre

Voir la feuille sur les Vedettes autorisées et AACR2. Si vous avez trouvé le nom dans le fichier d’autorités LC, positionnez le deuxième indicateur sur “0”. Sinon positionnez le deuxième indicateur sur “4”.

651

SUBJECT ADDED–GEOGRAPHICAL

Vedette géographique de la Bibliothèque du Congrès décrivant le sujet de l’œuvre

Voir la feuille sur les Vedettes autorisées et AACR2. Si vous avez trouvé le nom dans le fichier d’autorités LC, positionnez le deuxième indicateur sur “0”. Sinon positionnez le deuxième indicateur sur “4”.

655

INDEX TERM–GENRE/FORM

Describes what an item is as opposed to what the item is about.

Généralement utilisé uniquement pour les catalogues de ventes aux enchères, qui pourraient avoir l’autorité de genre « Catalogues de vente aux enchères. » (assurez-vous de trouver l’autorité !) Si vous avez trouvé le nom dans le fichier des autorités LC, positionnez le deuxième indicateur sur “0”. Si vous utilisez les termes d’un thesaurus spécifique, positionnez le deuxième indicateur sur “7” et saisissez le code du thesaurus dans le sous-champ “2”. Sinon positionnez le deuxième indicateur sur “4”.

690

LOCAL SUBJECT ADDED–TOPICAL

Used for headings from any custom subject authority file.

S’il n’y a pas de terme LCSH approprié, vous pouvez utiliser un 690 avec des vedettes sujet que vous trouvez dans d’autres exemplaires du catalogue.

691

LOCAL SUBJECT ADDED–GEOGRAPHICAL

Used for headings from any custom subject authority file.

S’il n’y a pas de terme LCSH approprié, vous pouvez utiliser un 691 avec des vedettes sujet que vous trouvez dans d’autres exemplaires du catalogue.

700

ADDED ENTRY–PERSONAL

Utilisé pour les auteurs secondaires et autres personnes liées à la production de l’œuvre

Voir la feuille Vedettes autorisées et AACR2. Le premier indicateur sera généralement un “1”, pour indiquer que l’élément d’entrée est le nom de famille. Si le nom est uniquement constitué d’un prénom, cependant, le premier indicateur sera “0”.

710

ADDED ENTRY–CORPORATE

Utilisé pour les collectivités liées à la production de l’œuvre (par exemple les éditeurs).

Voir la feuille sur les Vedettes autorisées et AACR2. Positionnez le premier indicateur sur “2”.

711

ADDED ENTRY–MEETING

Utilisé pour les réunions en lien avec la production de l’œuvre (par exemple des symposiums qui ont contribué à l’œuvre).

Voir la feuille sur les Vedettes autorisées et AACR2. Positionnez le premier indicateur sur “2”.

730

ADDED ENTRY–UNIFORM TITLE

Utilisé pour les titres uniformes liés à la production de l’œuvre (par exemple une œuvre qui a inspiré la présente œuvre)

Voir la feuille sur les vedettes autorisées et AACR2. Positionnez le premier indicateur sur le nombre de caractères blancs (c’est-à-dire les caractères des articles initiaux plus l’espace… pour « The  » positionnez le premier indicateur sur “4”).

773

HOST ITEM ENTRY

Décrit l’unité bibliographique plus grande qui contient l’œuvre (par exemple le livre ou le journal contenant l’article décrit dans la notice en cours)

Si la publication hôte a une vedette principale auteur, saisissez la forme autorisée du nom de l’auteur dans le sous-champ “a”. Saisissez le titre dans le sous-champ “t”. Si la publication hôte est une œuvre indépendante, saisissez l’information de publication dans le sous-champ “d”. S’ils sont disponibles, l’ISSN et l’ISBN doivent toujours être utilisés, respectivement dans les sous-champs “x” et “z”. Les informations de relation (par exemple le numéro de volume, le nombre de pages, etc.) vont dans le sous-champ “g”. Le sous-champ “q” contient une représentation codée de la localisation de l’exemplaire : les numéros de volume, d’exemplaire et de section sont séparés par deux-points, et la première page est saisie après un “<” à la fin du sous-champ. Voir la feuille sur la ponctuation ISBD. Positionnez le premier indicateur sur “0”. Si vous voulez générer l’étiquette « Dans : », laissez le deuxième indicateur vide. Si vous voulez afficher quelque chose d’autre avant le texte 773, positionnez le deuxième indicateur sur “8” et ajoutez un sous-champ “i” avec l’étiquette que vous voulez au début du champ (par exemple « $iTiré à part de : »).

830

SERIES ENTRY–UNIFORM TITLE

Forme autorisée du nom de série transcrit dans le champ 490. Souvent ce sera la même chose que le 490.

Voir la feuille sur les vedettes autorisées et AACR2. Positionnez le deuxième indicateur sur le nombre de caractères blancs (c’est-à-dire les caractères des articles initiaux plus l’espace… pour « The  » positionnez le deuxième indicateur sur “4”).

852

LOCATION/CALL NUMBER

Fournit le nom de section pour les livres datant d’avant les codes à barres, les pamphlets et certains articles et périodiques.

Ne saisissez rien dans ce champ si vous cataloguez un volume qui n’a qu’une seule notice et un seul code à barres. Si l’exemplaire n’a pas de code à barres, ou si vous créez une notice pour un article dans un volume, saisissez la section dans le sous-champ “a” (voir la documentation de catalogage ANS), et la cote dans le sous-champ “i”. Positionnez le premier indicateur sur “8”.

856

ELECTRONIC ACCESS

Links to material available online.

Saisissez l’URL d’une copie électronique ou d’un résumé, etc. dans le sous-champ “u” et un titre de lien dans le sous-champ “y”. Positionnez le premier indicateur sur “4”.

942

ADDED ENTRY ELEMENTS (KOHA)

Used for Koha-specific data.

Set the subfield “c” to the appropriate item type.

Table : Guide de catalogage

Koha-specific fields

Koha uses three fields to store information specific to it.

At the record level, 942 (MARC21) or 942 and 099 (UNIMARC) is used to store information such as record-level item type, record-level call number and classification scheme.

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

System control numbers for Koha are stored in 999 (MARC21) or 001 and 090 (UNIMARC).

Added entry elements (942 / 099)

942$0 / 099$x - Koha issues (borrowed), all copies

MARC21: 942$0

UNIMARC: 099$x

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

Mapped to: biblioitems.totalissues

Indexed in: totalissues

Avertissement

This field should not be editable nor edited manually.

942$2 - Source of classification or shelving scheme

MARC21: 942$2

UNIMARC: 942$2

This field contains the source of classification used by the record’s call number (942$h and 942$i (MARC21)).

Un choix de sources de classification telles qu’elles sont définies dans l’administration. Si aucun schéma de classification n’est rentré, le système utilisera la valeur saisie dans la préférence système DefaultClassificationSource.

The source of classification will be used, along with the call number itself (942$h and 942$i (MARC21)) to create the normalized call number used when sorting by call number.

Mapped to: biblioitems.cn_source

Indexed in: cn-bib-source

942$6 - Koha normalized classification for sorting

MARC21: 942$6

UNIMARC: 942$6

This field contains the normalized call number used for sorting, based on the record-level call number (942$h and 942$i (MARC21)) and the classification source (942$2).

Mapped to: biblioitems.cn_sort

Indexed in: cn-bib-sort

Avertissement

This field should not be editable nor edited manually.

942$c - Koha item type

MARC21: 942$c

UNIMARC: 942$c

This field contains the record-level item type.

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

  • The value from 942$c is copied to 952$y (MARC21) or 995$r (UNIMARC) as the default value when adding a new item to that record

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

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

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

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

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

Mapped to: biblioitems.itemtype

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

942$e - Edition

MARC21: 942$e

UNIMARC: N/A

This field contains the edition information.

942$h - Classification part

MARC21: 942$h

UNIMARC: N/A

This field contains classification part of the call number. It is used, along with 942$2 and 942$i (MARC21) to create the normalized call number (942$6) used when sorting by call number.

Mapped to: biblioitems.cn_class

Indexed in: cn-class

942$i - Item part

MARC21: 942$i

UNIMARC: N/A

This field contains item part of the call number. It is used, along with 942$2 and 942$h (MARC21) to create the normalized call number (942$6) used when sorting by call number.

Mapped to: biblioitems.cn_item

Indexed in: cn-item

942$k - Call number prefix

MARC21: 942$k

UNIMARC: N/A

This field contains prefix to the call number.

Mapped to: biblioitems.cn_prefix

Indexed in: cn-prefix

942$m - Call number suffix

MARC21: 942$m

UNIMARC: N/A

This field contains suffix to the call number.

Mapped to: biblioitems.cn_suffix

Indexed in: cn-suffix

942$n / 955$n - Suppress in OPAC

MARC21: 942$n

UNIMARC: 955$n

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

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

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

Indexed in: suppress

942$s / 099$s - Serial record flag

MARC21: 942$s

UNIMARC: 099$s

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

Mapped to: biblio.serial

Avertissement

This field should not be editable nor edited manually.

Location and item information (952)

Koha uses field 952 to store item (holding) information in MARC21, and field 995 in UNIMARC.

952$0 / 995$0 - Withdrawn status

MARC21: 952$0

UNIMARC: 995$0

Uses

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

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

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

Effects on circulation

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

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

Values

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

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

    • 1: Withdrawn

Display

  • Interface professionnelle

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

    • Holdings table in the record’s detail page

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

  • OPAC

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

    • Holdings table in the record’s detail page

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

Mapped to: items.withdrawn

Indexed in: withdrawn

952$1 / 995$2 - Lost status

MARC21: 952$1

UNIMARC: 995$2

Uses

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

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

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

  • Marking an item lost while it is checked out can charge the replacement cost (952$v (MARC21) or 995$g (UNIMARC)) to the patron (see WhenLostChargeReplacementFee), as well as a processing fee (the processing fee is set at the item type level)

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

Effects on circulation

  • La possibilité de prêter un exemplaire perdu dépend de la préférence système IssueLostItem.

  • La possibilité de retourner un exemplaire perdu dépend de la préférence système BlockReturnOfLostItems.

Values

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

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

    • 1: Lost

    • 2: Long Overdue (Lost)

    • 3: Lost and Paid For

    • 4: Missing

Display

  • Interface professionnelle

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

    • Holdings table in the record’s detail page

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

  • OPAC

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

    • Holdings table in the record’s detail page

    • Il est possible de configurer l’OPAC afin que les exemplaires perdus ne s’affichent pas à la préférence système hidelostitems.

Mapped to: items.itemlost

Indexed in: lost

952$2 / 995$4 - Source of classification or shelving scheme

MARC21: 952$2

UNIMARC: 995$4

Uses

Values

Display

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

Mapped to: items.cn_source

Indexed in: classification-source

952$3 / 995$l - Materials specified

MARC21: 952$3

UNIMARC: 995$l (L)

Uses

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

Effects on circulation

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

    Message in circulation, the message says "Note about the accompanying materials: + 1 folded map"

Values

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

Display

  • Interface professionnelle

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

    • Holdings table in the record’s detail page

      Note

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

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

  • OPAC

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

      Note

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

Mapped to: items.materials

Indexed in: materials-specified

952$4 / 995$1 - Damaged status

MARC21: 952$4

UNIMARC: 995$1

Uses

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

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

Effects on circulation

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

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

Values

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

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

    • 1: Damaged

Display

  • Interface professionnelle

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

    • Holdings table in the record’s detail page

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

  • OPAC

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

    • Holdings table in the record’s detail page

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

Mapped to: items.damaged

Indexed in: damaged

952$5 / 995$3 - Use restrictions

MARC21: 952$5

UNIMARC: 995$3

Uses

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

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

Effects on circulation

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

Values

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

Note

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

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

    • 1: Access Restricted

Display

  • Interface professionnelle

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

    • Holdings table in the record’s detail page

  • OPAC

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

    • Holdings table in the record’s detail page

Mapped to: items.restricted

Indexed in: restricted

952$6 / 995$s - Koha normalized classification for sorting

MARC21: 952$6

UNIMARC: 995$s

Avertissement

This field should not be editable nor edited manually.

Uses

Display

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

Mapped to: items.cn_sort

Indexed in: cn-sort

952$7 / 995$o - Not for loan status

MARC21: 952$7

UNIMARC: 995$o

Uses

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

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

Effects on circulation

Values

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

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

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

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

    • -1: Ordered

    • 1: Not For Loan

    • 2: Staff Collection

Display

  • Interface professionnelle

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

    • Holdings table in the record’s detail page

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

  • OPAC

Mapped to: items.notforloan

Indexed in: notforloan

952$8 / 995$h - Collection

MARC21: 952$8

UNIMARC: 995$h

Uses

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

  • Collections in Koha are used to group items in ways other than physically (the physical location can be stored in 952$c (MARC21) or 995$e (UNIMARC)). An example of a collection could be “Local authors”.

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

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

Values

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

    • FIC: Fiction

    • NFIC: Non-fiction

    • REF: Reference

Display

  • Interface professionnelle

    • Search results

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

    • Holdings table in the record’s detail page

      Note

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

    • Checkouts table in the patron’s file

      Note

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

    • Many other places all throughout Koha

  • OPAC

Mapped to: items.ccode

Indexed in: collection-code

952$9 / 995$9 - Itemnumber

MARC21: 952$9

UNIMARC: 995$9

Avertissement

This field should not be editable nor edited manually.

Uses

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

Display

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

Mapped to: items.itemnumber

Indexed in: itemnumber

952$a / 995$b - Home library

MARC21: 952$a

UNIMARC: 995$b

Required

Uses

Effects on circulation

Values

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

Display

  • Interface professionnelle

    • Search results

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

    • Holdings table in the record’s detail page

      Note

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

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

    • Checkouts table in the patron’s file

      Note

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

    • Many other places all throughout Koha

  • OPAC

Mapped to: items.homebranch

Indexed in: homelibrary

952$b / 995$c - Current library

MARC21: 952$b

UNIMARC: 995$c

Required

Uses

Effects on circulation

Values

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

Display

  • Interface professionnelle

    • Search results

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

    • Holdings table in the record’s detail page

      Note

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

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

    • Many other places all throughout Koha

  • OPAC

Mapped to: items.holdingbranch

Indexed in: holdinglibrary

952$c / 995$e - Shelving location

MARC21: 952$c

UNIMARC: 995$e

Uses

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

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

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

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

  • The UpdateItemLocationOnCheckout system preference can be used to automatically change location values upon checkout.

Values

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

    • FIC: Fiction

    • CHLID: Children’s Area

    • DISPLAY: On Display

    • NEW: New Materials Shelf

    • STAFF: Staff Office

    • GEN: General Stacks

    • AV: Audio Visual

    • REF: Reference

    • CART: Book Cart

    • PROC: Processing Center

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

Display

  • Interface professionnelle

    • Search results

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

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

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

    • Checkouts table in the patron’s file

      Note

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

    • Many other places all throughout Koha

  • OPAC

Mapped to: items.location

Indexed in: location

952$d / 995$5 - Date acquired

MARC21: 952$d

UNIMARC: 995$5

Uses

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

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

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

Values

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

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

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

Mapped to: items.dateaccessioned

Indexed in: date-of-acquisition

952$e / 995$a - Source of acquisition

MARC21: 952$e

UNIMARC: 995$a

Uses

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

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

Values

  • This is a free text field

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

Display

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

Mapped to: items.booksellerid

Indexed in: acqsource

952$f / 995$8 - Coded location qualifier

MARC21: 952$f

UNIMARC: 995$8

Uses

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

Values

  • This is a free text field

  • The field in the database is limited to 10 characters

Display

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

Mapped to: items.coded_location_qualifier

Indexed in: coded-location-qualifier

952$g / 995$p - Cost, normal purchase price

MARC21: 952$g

UNIMARC: 995$p

Uses

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

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

Values

  • This is a free text field

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

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

Display

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

Mapped to: items.price

Indexed in: price

952$h / 995$v - Serial enumeration / chronology

MARC21: 952$h

UNIMARC: 995$v

Uses

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

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

Values

  • This is a free text field

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

    • Onglet “Exemplaires” sous la notice bibliographique, “Enumération du périodique” sous “Historique”

  • OPAC

    • Holdings table in the record’s detail page

      Note

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

Mapped to: items.enumchron

952$i / 995$j - Inventory number

MARC21: 952$i

UNIMARC: 995$j

Uses

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

Note

The inventory number is not Koha’s internal itemnumber (which is stored in 952$9 (MARC21) or 995$9 (UNIMARC))

Values

  • This is a free text field

  • The field in the database is limited to 32 characters

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

Mapped to: items.stocknumber

Indexed in: number-local-acquisition

952$j / 995$q - Shelving control number

MARC21: 952$j

UNIMARC: 995$q

Uses

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

Values

  • The stack number should be numerical

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

Display

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

Mapped to: items.stack

Indexed in: stack

952$l / 995$w - Total checkouts

MARC21: 952$l (L)

UNIMARC: 995$w

Avertissement

This field should not be editable nor edited manually.

Uses

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

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

  • The number of issues for each item is used to update the total number of issues for the record (942$0 (MARC21) or 099$x (UNIMARC))

Display

  • Interface professionnelle

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

Mapped to: items.issues

Indexed in: issues

952$m / 995$x - Total renewals

MARC21: 952$m

UNIMARC: 995$x

Avertissement

This field should not be editable nor edited manually.

Uses

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

Display

  • Interface professionnelle

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

Mapped to: items.renewals

Indexed in: renewals

952$n / 995$t - Total holds

MARC21: 952$n

UNIMARC: 995$t

Avertissement

This field should not be editable nor edited manually.

Uses

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

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

Display

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

Mapped to: items.reserves

Indexed in: reserves

952$o / 995$k - Full call number

MARC21: 952$o

UNIMARC: 995$k

Uses

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

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

Values

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

Display

  • Interface professionnelle

    • Search results

    • Holdings table in the record’s detail page

      Note

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

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

    • Checkouts table in the patron’s file

      Note

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

    • Many other places all throughout Koha

  • OPAC

    • Search results, if OpacItemLocation allows it

    • Holdings table in the record’s detail page

      Note

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

    • Checkouts table in the patron’s online account

    • Many other places throughout the OPAC

Mapped to: items.itemcallnumber

Indexed in: local-classification

952$p / 995$f - Barcode

MARC21: 952$p

UNIMARC: 995$f

Requis pour la circulation

Uses

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

  • The barcode of an item can used in the search

Effects on circulation

  • The barcode is essential for circulating items

Values

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

  • This is a free text field

  • The field in the database is limited to 20 characters

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

    • “Items” tab of the bibliographic record

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

Mapped to: items.barcode

Indexed in: barcode

952$q / 995$n - Date due

MARC21: 952$q

UNIMARC: 995$n

Avertissement

This field should not be editable nor edited manually.

Uses

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

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

Display

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

Mapped to: items.onloan

Indexed in: onloan

952$r / 995$y - Date last seen

MARC21: 952$r

UNIMARC: 995$y

Avertissement

This field should not be editable nor edited manually.

Uses

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

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

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

Mapped to: items.datelastseen

Indexed in: datelastseen

952$s / 995$m - Date last checked out

MARC21: 952$s

UNIMARC: 995$m

Avertissement

This field should not be editable nor edited manually.

Uses

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

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

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

Mapped to: items.datelastborrowed

Indexed in: datelastborrowed

952$t / 995$6 - Copy number

MARC21: 952$t

UNIMARC: 995$6

Uses

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

Values

  • This is a free text field

  • The field in the database is limited to 32 characters

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

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

  • OPAC

    • Holdings table in the record’s detail page

      Note

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

Mapped to: items.copynumber

Indexed in: copynumber

952$u / 995$7 - URI

MARC21: 952$u

UNIMARC: 995$7

Uses

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

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

Values

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

  • OPAC

    • Holdings table in the record’s detail page

      Note

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

Mapped to: items.uri

Indexed in: uri

952$v / 995$g - Cost, replacement price

MARC21: 952$v

UNIMARC: 995$g

Uses

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

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

Values

  • This is a free text field

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

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

Display

  • Interface professionnelle

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

      Note

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

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

Mapped to: items.replacementprice

Indexed in: replacementprice

952$w / 995$i - Price effective from

MARC21: 952$w

UNIMARC: 995$i

Uses

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

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

  • If left empty, it will default to the acquisition date (952$d (MARC21) or 995$5 (UNIMARC))

Values

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

Display

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

Mapped to: items.replacementpricedate

Indexed in: replacementpricedate

952$x / 995$z - Non-public note

MARC21: 952$x

UNIMARC: 995$z

Uses

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

Values

  • This is a free text field

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

      • Table id: holdings_table and/or otherholdings_table

      • Column: holdings_itemnotes_nonpublic or otherholdings_itemnotes_nonpublic

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

Mapped to: items.itemnotes_nonpublic

952$y / 995$r - Koha item type

MARC21: 952$y

UNIMARC: 995$r

Required

Uses

  • This field contains the item-level item type.

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

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

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

Effects on circulation

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

Values

Display

  • Interface professionnelle

    • Search results

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

    • Holdings table in the record’s detail page

      Note

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

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

    • Checkouts table in the patron’s file

      Note

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

    • Many other places all throughout Koha

  • OPAC

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

    • Holdings table in the record’s detail page

      Note

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

    • Many other places throughout the OPAC

Mapped to: items.itype

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

952$z / 995$u - Public note

MARC21: 952$z

UNIMARC: 995$u

Uses

  • This field is used to enter notes about the item

Values

  • This is a free text field

Display

  • Interface professionnelle

    • Holdings table in the record’s detail page

      Note

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

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

  • OPAC

    • Holdings table in the record’s detail page

      Note

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

Mapped to: items.itemnotes

Indexed in: note

System control numbers (999)

Koha stores its system control numbers in the 999 field in MARC21 and in the 001 and 090 field in UNIMARC.

Note

The itemnumber is stored in 952$9 (MARC21) or 995$9 (UNIMARC) (see above).

999$c / 001 - Biblionumber

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

MARC21: 999$c

UNIMARC: 001

Mapped to: biblio.biblionumber

Indexed in: local-number (sn, biblionumber)

Avertissement

This field should not be editable nor edited manually.

999$d / 090$a - Biblioitemnumber

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

MARC21: 999$d

UNIMARC: 090$a

Mapped to: biblioitems.biblioitemnumber

Indexed in: biblioitemnumber

Avertissement

This field should not be editable nor edited manually.

Icônes des types d’exemplaire XSLT de Koha

Lorsque l’une des préférences systèmes XSLT(OPACXSLTDetailsDisplay, OPACXSLTResultsDisplay, XSLTDetailsDisplay, and/or XSLTResultsDisplay) ainsi que DisplayOPACiconsXSLT et DisplayIconsXSLT activées, vous verrez des icônes de type de matériel sur l’écran concerné.

Important

Ces images proviennent des valeurs trouvées dans votre leader, s’il n’est pas catalogué correctement, ce serait mieux de désactiver la préférence système DisplayOPACiconsXSLT (ce peut être fait en laissant les autres préférences système XSLT activées).

image1081

  • Livre [BK]

    • leader6 = a (et une des valeurs de leader7 plus basse)

      • leader7 = a

      • leader7 = c

      • leader7 = d

      • leader7 = m

    • leader6 = t

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  • Fichier informatique [CF]

    • leader6 = m

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  • Ressource continue [CR]

    • leader7 = b

    • leader7 = i

    • leader7 = s

image1084

  • Map [MP]

    • leader6 = e

    • leader6 = f

image1085

  • Divers [MX]

    • leader6 = p

image1086

  • Son [MU]

    • leader6 = c

    • leader6 = d

    • leader6 = i

    • leader6 = j

image1087

  • Matériel visuel [VM]

    • leader6 = g

    • leader6 = k

    • leader6 = r

image1088

  • Kit

    • leader6 = o

Gestion des commandes d’exemplaires et réservations

Si vous avez l’habitude d’importer vos notices MARC après une commande de livres (plutôt qu’après réception des livres) et que vous autorisez les adhérents à réserver des documents, vous devrez ajouter les notices d’exemplaires au fichier *.mrc avant l’importation.

Le meilleur moyen d’importer vos dernières commandes est d’abord d’exécuter vos notices via MARCEdit. Téléchargez vos notices MARC, enregistrez-les sur votre bureau ou un autre endroit que vous utilisez et dont vous vous rappellerez. Si MARCEdit est déjà installé, double-cliquez simplement sur vos notices MARC, et elles s’ouvriront automatiquement dans MARCEdit.

Important

Ce tutoriel a été rédigé avec la version MARCEdit 5.2.3769.41641 sur Windows XP, les instructions peuvent donc varier si votre version ou système d’exploitation est différent.

  • Votre fichier original s’affichera automatiquement en tant que donnée; assurez-vous d’avoir sélectionné MarcBreaker, puis cliquez sur “Exécuter”.

    image719

  • Un résumé des notices s’affichera en bas de l’écran

    image720

  • Cliquez sur “Modifier les notices” pour continuer d’ajouter des notices d’exemplaires

  • Votre écran sera alors remplacé par un écran plus large contenant les notices MARC

    image721

  • Cliquez sur Outils > Ajouter/Modifier un champ

    image722

  • Saisissez les informations de l’exemplaire spécifique dans Koha

    image723

    • Dans la barre du champ, tapez 942

    • Dans la barre de données du champ, tapez \\$c et le code du type d’exemplaire (\\$cBOOK dans cet exemple)

    • Cochez l’option “Insérez en dernier” (Insert last)

    • Cliquez sur “Ajouter un champ”

  • Saisissez les données de la notice d’exemplaire

    image724

    • Dans la barre de champ, tapez 952

    • Dans la barre de données du champ, saisissez $7ORDERED_STATUS$aPERM_LOC$bCURR_LOC$cSHELVING_LOCATION$eSOURCE_OF_ACQ$yITEM_TYPE

      • ex. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK

        • Dans l’installation par défaut de Koha, -1 est la valeur pour le statut “commandé”

      • Vous pourrez regarder les autres sous-champs pour lesquels vous souhaitez qu’il y ait les données dedans, par exemple, changer le code de collection pour mettre tous les exemplaires dans la même collection (8), remplit automatiquement la date d’acquisition (d), ou une note publique (z).

      • Assurez-vous d’utiliser le $ pour séparer les sous-champs. L’ajout de chaque sous-champ sur une ligne séparée fera que plusieurs exemplaires seront importés avec vos notices MARC (dans l’exemple au-dessus, quatre exemplaires, chacun avec un de ces sous-champs rectifiés)

      • Regardez bien la section Administration > Valeurs autorisées dans Koha pour saisir le code correct dans le champ

    • Cochez l’option “Insérez en dernier” (Insert last)

    • Cliquez sur “Ajouter un champ”

  • Fermez la fenêtre de l’éditeur du champ

  • Cliquez sur Fichier > Compiler dans MARC

    image725

  • Choisissez l’emplacement où sauvegarder votre fichier

Vous pouvez ensuite aller dans Koha et suivre les instructions pour importer les notices MARC.

Une fois que l’exemplaire a été saisi, vous devrez aller sur la notice d’exemplaire et changer individuellement l’exemplaire pour avoir le code à barres correct et changer le statut de “Commandé” en “Exclu du prêt”.

Note

Si vous choisissez d’acheter vos notices d’exemplaires cataloguées, vous devrez demander à votre fournisseur de mettre les informations nécessaires dans vos notices MARC; ceci fait, vous pourrez importer le fichier édité par le fournisseur, et écraser la notice actuelle, qui sera automatiquement remplacée par les données dont vous avez besoin.