Amministrazione
Parametri di base
Vai a: Altro > Amministrazione
Importante
Configura i parametri nell’ordine in cui appaiono.
Biblioteche
Quando si configura Koha, si fornisce informazione per ogni biblioteca che condivide il sistema. Questi dati saranno usati in varie aree di Koha.
Get there: More > Administration > Basic parameters > Libraries
Nota
Only staff with the manage_libraries permission (or the superlibrarian permission) will have access to this section.
Accedendo a questa pagina, verrà presentata una lista di biblioteche definite nel sistema.
Nota
You can customize the columns of this table in the “Table settings” section of the Administration module (table id: libraries).
Clicking on the library’s name will bring you to a detailed view of the library’s information.
Aggiungi una biblioteca
Per aggiungere una biblioteca:
Clicca “Nuova biblioteca”
Fill out the form
Library code (required): the code should not contain any spaces or hyphens and be 10 or fewer characters. This code will be used as a unique identifier in the database.
Name (required): the name will be displayed on the OPAC and staff interface wherever the library name displays, and should be a name that makes sense to your patrons and staff.
Address, city, state, zip/postal code, country, phone, fax: the address and contact fields can be used to make notices custom for each library, they will also be displayed in the “Libraries” page of the OPAC, if this library is set as “Public”
Email: the email address field is not required, but it should be filled for every library in your system
Nota
Inserisci un indirizzo email della biblioteca per assicurare che i messaggi spediti e le relative risposte vi facciano riferimento
Nota
If no email address is entered here, the address in the KohaAdminEmailAddress system preference will be used to send notices from this library
ILL staff email: if this library uses a specific email address for interlibrary loan management, enter it here
Nota
If no email address is entered here, the address in the ILLDefaultStaffEmail system preference will be used to receive ILL requests to this library
Reply-To: you can enter a different “Reply-To” email address. This is the email address that all replies will go to.
Nota
If no email address is entered here, the address in the ReplytoDefault system preference will be used to receive replies to this library
Return-Path: you can enter a different “Return-Path” email address. This is the email address that all bounced messages will go to.
Nota
If no email address is entered here, the address in the ReturnpathDefault system preference will be used to receive bounced messages from this library.
SMTP server: if this library uses a different SMTP server from the default, specify it here.
URL: if this field is populated, the library name will be linked in the holdings table on the OPAC
OPAC info: this leads to the HTML customization tool, so that you can add additional information about the library. This information will appear in the “Libraries” page in the OPAC, as well as in the holdings table in the OPAC.
Clicking on the library name that has a small “i” icon next to it will open a pop-up with the information.
IP: this field does not have be filled in unless you plan on limiting access to the staff interface to a specific IP address
Avvertimento
An IP address is required if you have enabled AutoLocation
MARC organization code: if this library has a specific MARC organization code, you can enter it here.
Nota
If left blank, the code entered in the MARCOrgCode system preference will be used for this library.
Notes: if you have any notes you can put them here. These will not show in the OPAC.
Pickup location: choose whether this library will display as an available pickup location for holds.
Public: choose whether this library will appear in the “Libraries” page on the OPAC, as well as as a limit option in the OPAC advanced search.
Opening hours: if you do hourly loans, fill out the library’s opening hours for each day of the week. You can then set the ConsiderLibraryHoursInCirculation system preference according to your policies.
Version
This option was added to Koha in version 24.05.
UserJS: use this field to add custom JavaScript to the OPAC of this library (when patrons are logged in, or if there is a
SetEnv OPAC_BRANCH_DEFAULT
entry in the apache configuration file)Version
This feature was added in Koha version 23.11.
Nota
General modifications applicable to all libraries can be put in the OPACUserJS system preference.
UserCSS: use this field to add custom CSS to the OPAC of this library (when patrons are logged in, or if there is a
SetEnv OPAC_BRANCH_DEFAULT
entry in the apache configuration file)Version
This feature was added in Koha version 23.11.
Nota
General modifications applicable to all libraries can be put in the OPACUserCSS system preference.
Modificare/cancellare una biblioteca
From the libraries table, click “Edit” or “Delete” to edit or delete a library.
Avvertimento
You will be unable to edit the “Library code”.
Avvertimento
Non potrai cancellare biblioteche che abbiano utenti o copie associati.
Gruppi biblioteca
Library groups can serve various purposes: to limit access to patron data, to limit item modification, to limit OPAC or staff interface searches, or to define holds behavior.
Get there: More > Administration > Basic parameters > Library groups
Nota
Only staff with the manage_libraries permission (or the superlibrarian permission) will have access to this section.
Accedendo a questa pagina, verrà presentata una lista di biblioteche e gruppi definiti nel sistema.
Aggiungi un gruppo
To create a new library group,
Click the “Add group” button at the top of the screen.
Title (required): give the group a title. This title will be displayed in the advanced search limit dropdown.
Description: optionally, enter a description for this group. The description is only used in this page to give an idea of what the group is used for.
Features: check the use of this group
Limit patron data access by group: this will limit staff members from seeing other groups” patrons.
Nota
This can be overridden with the view_borrower_infos_from_any_libraries permission (or the superlibrarian permission).
Limit item editing by group: this will limit staff members from editing items from other groups” libraries.
Nota
This can be overridden with the edit_any_item permission (or the superlibrarian permission).
Use for OPAC search groups: this will make the group visible in the library dropdown menu at the top of the OPAC (when the OpacAddMastheadLibraryPulldown system preference is set to “Add”) and on the advanced search page.
Use for staff search groups: this will make the group visible in the library dropdown menu in the staff interface advanced search.
Is local hold group: this will make this group a local hold group, which can be used to add hold policies in the circulation rules to limit patrons to placing holds on items within the group only.
Is local float group: this will make this group a local float group, which can be used in a return policy or in a hold policy in circulation rules to determine if an item “floats” (stays at the check-in library) or is transferred back to its home library.
Click “Save” to create the group.
Adding a library to a group
Clicca il bottone “Aggiungi biblioteca” accanto al gruppo per aggiungere una biblioteca al gruppo. Ti verrà presentata una lista di biblioteche non presenti nel gruppo.
Adding a sub-group
If your system is very large, you can create sub-groups. Click on the “Actions” button next to the group and select the “Add a sub-group” option.
Fill in the title and the description (optional) of the sub-group. The features will be inherited from the parent group.
Deleting a group
To delete a group, click on the “Actions” button next to the group and select the “Delete” option.
The system will ask to confirm the deletion.
Click “Delete” to confirm and delete the group.
Circulation desks
Koha allows you to define several circulation desks within a single library. For example, if you have an adult circulation desk and a children’s circulation desk, or if you have a different desk for each floor or each department.
Make sure to enable the UseCirculationDesks system preference to use this functionality.
Get there: More > Administration > Patrons and circulation > Circulation desks
Adding circulation desks
To add a new circulation desk, click on the “New desk” button at the top of the page.
In the “Desk” field, enter a name for your desk.
Choose the library in which this desk is.
Click “Submit”.
Editing a circulation desk
To edit an existing circulation desk, click on the “Edit” button to the right of the desk to modify.
From there, you can change the name and/or the library of the desk.
Deleting a circulation desk
To delete an existing circulation desk, click on the “Delete” button to the right of the desk to remove.
Item types
Koha ti permette di organizzare le tue collezioni per tipo di copia o per codice.
Get there: More > Administration > Basic parameters > Item types
Nota
Only staff with the manage_itemtypes permission (or the superlibrarian permission) will have access to this section.
Item types typically refer to the material type (Book, CD, DVD, etc), but can be used in any way that works for your library.
Nota
You can customize the columns of this table in the “Table settings” section of the Administration module (table id: table_item_type).
Adding item types
To add a new item type, simply click the “New item type” button at the top of the Item types page.
In the “Item type” field, enter a short code for your item type (maximum of 10 characters)
The the “Parent item type” field, you can choose an item type that will act as a parent category for this item type. You can then define circulation rules based on those parent item types.
For example, you could have DVD and Blu-ray item types, and the DVD would be the parent of the Blu-ray item type.
You can then create a circulation rule for either Blu-ray only or DVD and Blu-ray (DVD (All))
La descrizione è la definizione del tipo di elemento (per quelli con più lingue installate è possibile tradurre la descrizione del tipo di oggetto in tutte quelle lingue utilizzando il link “Tradurre in altre lingue”)
Item types can be grouped together for searching at the same time. For example you can put DVDs and Blu-rays in to a group called Movie and then they can be searched together. These groups are defined in the ITEMTYPECAT authorized value category.
Puoi scegliere se associare un’immagine al tuo tipo di copia
Puoi scegliere tra diverse collezioni di icone
Puoi collegare un’immagine da un altro server
Oppure puoi non associare alcuna immagine al tipo di copia
Avvertimento
If this option is not enabled, you can change the setting of the noItemTypeImages or OPACNoItemTypeImages.
Nota
To have your item type images appear in the OPAC you need to set OPACnoItemTypeImages to “Show”.
Per le copie che si stanno nascondendo nell’OPAC, è possibile nascondere il loro tipo di copia per non renderlo cercabile nell’OPAC
Nota Ciò non impedirà a quelle copie di apparire trai i risultati delle ricerche, ma eliminerà il tipo di copia dalla tendina della ricerca avanzata.
If you want to completely hide items from a certain item type, let’s say that you have a professional library with books reserved for staff and you don’t want those to appear in the OPAC, use the OpacHiddenItems system preference.
Per le copie non in prestito, seleziona l’opzione “Escluso dal prestito”
Copie con la dicitura “Escluso dal prestito” compaiono nel catalogo ma non potranno essere prestate agli utenti.
For items that are not physical, but for which you still have circulation rules, such as museum passes or ebooks, you can set up automatic checkins.
Check the “Automatic checkin” box
Schedule the cronjob misc/cronjobs/automatic_checkin.pl.
For items that you charge a rental fee for, there are several ways that rental fees can be charged to a patron by item type. A flat rental charge (process fee) or a daily/hourly rental charge.
For items that a library would charge a flat rental charge (process fee) for, enter the total fee you charge in the ‘Rental charge’ field. This will charge the patron on checkout (and renewal).
For items that a rental charge will be charged by the number of days the item is checked out for, enter the daily fee in the “Daily rental charge”. This will be charged to the patron upon checkout - the cost per day and how many days this item can be checked out to the patron. This daily rental charge will also be applied if/when a renewal occurs.
Check the “Daily rentals use calendar”, to exclude holidays from the rental fee calculation.
For items that are loaned out hourly, enter the cost per hour in “Hourly rental charge”. Again, the total (hourly cost * number of hours loaned) will be charged to the patron upon checkout and renewal.
Check the “Hourly rentals use calendar”, to exclude holidays from the rental fee calculation.
Each amount will charge the patron on checkout.
Importante
Non inserire simboli in questo campo, ma solo numeri e punti per i decimali (ad esempio 5$ va inserito come 5 o 5.00)
You can add a default replacement cost for this type of item. This is the amount that will be charged to the patron when lost if the item doesn’t have a replacement cost. If the item has a replacement cost, that is the amount that will be charged to the patron.
Importante
Non inserire simboli in questo campo, ma solo numeri e punti per i decimali (ad esempio 5$ va inserito come 5 o 5.00)
Puoi anche indicare un costo di lavorazione che si aggiungerà al costo di sostituzione.
Importante
Non inserire simboli in questo campo, ma solo numeri e punti per i decimali (ad esempio 5$ va inserito come 5 o 5.00)
Se si desidera che appaia un messaggio o avviso quando le copie di questo tipo rientrano dal prestito è possibile immetterle nella casella “messaggio checkin”
The check-in message type can be a “message” or an “alert”. The only difference between these two is the styling. By default a message is blue
and an alert is yellow.
Some SIP devices need you to use a SIP-specific media type instead of Koha’s item type (usually lockers and sorters need this media type). If you use a device like this you’ll want to enter the SIP media type.
If this item type is only to be used in certain libraries, you can select them here. Select “All libraries” if this item type is used across the library system.
Nota
Se resta vuoto, si intende “Tutte le biblioteche”.
Nota
Per selezionare più di una biblioteca, premi il tasto ctrl (cmd in Mac) quando selezioni.
When finished, click “Save changes”
Nota
All fields, with the exception of the “Item type” will be editable from the item types list
Il nuovo tipo di copia apparirà nella lista
Editing item types
Each item type has an Edit button beside it. To edit an item simply click the “Edit” button.
Importante
You will not be able to edit the code you assigned as the “Item type” but you will be able to edit the description for the item.
Deleting item types
Each item has a Delete button beside it. To delete an item type, simply click the “Delete” button.
Importante
Non puoi cancellare tipi di copia a cui sia associata qualche copia nel sistema.
Patrons and circulation
Impostazioni per la gestione della circolazione e delle informazioni degli utenti.
Patron categories
Le categorie utente permettono di organizzare gli utenti sotto differenti ruoli, gruppi di età e tipi.
Get there: More > Administration > Patrons and circulation > Patron categories
Nota
You can customize the columns of this table in the “Table settings” section of the Administration module (table id: patron_categories).
Nota
Only staff with the manage_patron_categories permission (or the superlibrarian permission) will have access to this section.
Aggiungi categoria utente
To add a new patron category click “New category” at the top of the page
Category code: an identifier for your new category.
The category code is limited to 10 characters (numbers and letters) and must be unique.
Questo campo è obbligatorio per il salvataggio della categoria di utenti. Se non è compilato, ti verrà mostrato un messaggio di errore.
Description: a plain text version of the category.
The description will be visible throughout Koha.
Questo campo è obbligatorio per il salvataggio della categoria di utenti. Se non è compilato, ti verrà mostrato un messaggio di errore.
Enrollment period:
In months: should be filled in if you have a limited enrollment period for your patrons. For example, student cards expire after 9 months
Until date: you can choose a date when the cards will expire
Questo campo è obbligatorio per il salvataggio della categoria di utenti. Se non è compilato, ti verrà mostrato un messaggio di errore.
Avvertimento
You cannot enter both a month limit and a date until for one category. Choose to enter either one or the other.
Password expiration: enter the number of days after which a patron has to change their password.
Age required: minimum age (in years) requirement associated with the category. For example, an “Adult” patron category could have a minimum age of 18 years; this means patrons must be at least 18 to be in the patron category.
When creating or updating a patron, a warning will appear if the patron is too young for this category.
This value is used by the update_patrons_category.pl cron job to change the category of patrons who are too young.
Upper age limit: maximum age (in years) associated with the category. For example, a “Children” patron category could have an upper age limit of 18, meaning patrons can have children cards until they turn 18.
When creating or updating a patron, a warning will appear if the patron is too old for this category.
This value is used by the update_patrons_category.pl cron job to change the category of patrons who are too old.
Enrollment fee: enter the amount if you charge a membership fee for your patrons (such as those who live in another region).
Avvertimento
Only enter numbers and decimals in this field.
Nota
Depending on your value for the FeeOnChangePatronCategory system preference, this fee will be charged on patron renewal as well as when they are first enrolled.
Se vuoi che gli utenti ricevano avvisi per le restituzioni in ritardo, imposta “Overdue notice required” a “Sì”. Ciò ti permetterà di impostare i triggers di avvisi di ritardo nel modulo Strumenti.
Lost items in staff interface: decide on a patron category basis if lost items are shown in the staff interface.
Shown: lost items are shown in the staff interface.
Hidden by default: lost items are hidden, but staff members can click “Show all items” to see them.
Nota
This is only applicable in the staff interface, so changing this value on patron categories who do not have access to the staff interface won’t make any difference.
Hold fee: enter the fee amount if you charge patrons from this category a fee for placing holds on items.
Avvertimento
Only enter numbers and decimals in this field.
Category type: choose one of the six main parent categories
Adult: most common patron type, usually used for a general “Patron” category.
Child: another common patron type.
Staff: library staff
Organizational: organizations can be used as guarantors for Professional patrons.
Professional: professional patrons can be linked to Organizational patrons.
Statistical: this patron type is used strictly for statistical purposes, such as in-house use of items.
Questo campo è obbligatorio per il salvataggio della categoria di utenti. Se non è compilato, ti verrà mostrato un messaggio di errore.
Can be guarantee: if the patrons of this category can have guarantors, choose yes. This will make the “Patron guarantor” and “Non-patron guarantor” sections appear in the patron form.
Branch limitations: if necessary, limit this patron category to only some branches in your library system. Select “All branches” if you would like any library to be able to use this category.
To select more than one branch, hold the Ctrl key while making your selection.
Password reset in OPAC: decide whether patrons of this category are allowed to reset their password through the OPAC’s “Forgotten password” function. By default, it will follow the rule set in the OpacResetPassword system preference.
Follow system preference OpacResetPassword.
Allowed: patrons of this category will be able to reset their password through the OPAC regardless of the setting in OpacResetPassword.
Not allowed: patrons of this category will not be able to reset their password through the OPAC regardless of the setting in OpacResetPassword.
Password change in OPAC: decide whether patrons of this category are allowed to change their password through the OPAC. By default, it will follow the rule set in the OpacPasswordChange system preference.
Follow system preference OpacPasswordChange.
Allowed: patrons of this category will be able to change their password through the OPAC regardless of the setting in OpacPasswordChange.
Not allowed: patrons of this category will be not able to change their password through the OPAC regardless of the setting in OpacPasswordChange.
Minimum password length: enter the minimum password length for patrons of this category. Leave blank to use the default length set in the minPasswordLength system preference.
Require strong password: decide whether to enforce a strong password policy (at least one uppercase letter, one lowercase letter and one digit) for patrons of this category. By default, it will follow the rule set in the RequireStrongPassword system preference.
Follow the system preference RequireStrongPassword.
Yes: patrons of this category will be required to have a strong password regardless of the setting in RequireStrongPassword.
No: patrons of this category will not be required to have a strong password regardless of the setting in RequireStrongPassword.
Block expired patrons: decide if this patrons from this category are blocked from performing actions in the OPAC if their card is expired. By default it will follow the rule set in the BlockExpiredPatronOpacActions preference.
Follow the system preference BlockExpiredPatronOpacActions.
Block: patrons of this category whose membership has expired will be blocked from renewing and placing holds in the OPAC, regardless of the setting in BlockExpiredPatronOpacActions.
Don’t block: patrons of this category whose membership has expired will not be blocked from renewing and placing holds in the OPAC, regardless of the setting in BlockExpiredPatronOpacActions.
Check for previous checkouts: if the CheckPrevCheckout system preference is set to either “Unless overridden by patron category” options, you will be able to set the value for this particular patron category here.
Yes and try to override system preferences: Koha will check if the patron already checked out this item, unless the patron’s personal settings prevent it.
No and try to override system preferences: Koha will not check in the patron already checked out this item, unless the patron’s personal settings permit it.
Inherit from system preferences: the setting of the CheckPrevCheckout system preference will be followed.
Can place ILL in OPAC: if the ILLModule system preference is enabled, this setting determines if patrons of this category can place ILL requests from the OPAC.
Version
This option was added to Koha in version 23.11. In previous versions, all patrons can place ILL requests from the OPAC.
Default privacy: choose the default privacy settings for patrons of this category.
Default: checkout history will be kept indefinitely, until either the batch_anonymize.pl script is run or there is a manual batch anonymization which is performed.
Never: checkout history is anonymized upon return. Statistics are kept, but the link between the checkout, the item and the patron is removed.
Forever: checkout history is never anonymized for patrons of this category, regardless of the cron job or manual anonymization.
This setting can be edited by the patron via the OPAC if you allow it with the OPACPrivacy system preference.
Exclude from local holds priority: choose whether holds for patrons of this category are given a priority.
Yes: holds for patrons of this category are not given special priority, regardless of the setting in LocalHoldsPriority.
No: holds for patrons of this category are subjected to the setting in LocalHoldsPriority.
Default messaging preferences for this patron category: assign advanced messaging preferences by default to the patron category
These default preferences can be changed on an individual basis for each patron. This setting is just a default to make it easier to set up messages when creating new patrons.
Nota
This requires that you have EnhancedMessagingPreferences system preference set to “Allow”.
Avvertimento
These defaults will only be applied to new patrons that are added to the system. They will not edit the preferences of the existing patrons.
If you need to apply the default preferences to existing patrons, you can force those changes by running the borrowers-force-messaging-defaults script found in the misc/maintenance folder. Ask your system administrator for assistance with this script.
Circulation and fine rules
These rules define how your items are circulated, how and when fines are calculated and how holds are handled.
Get there: More > Administration > Patrons and circulation > Circulation and fine rules
Nota
Only staff with the manage_circ_rules permission (or the superlibrarian permission) will have access to this section.
Le regole sono applicate dal più specifico al meno specifico. Nell’ordine:
same library, same patron category, same item type
same library, same patron category, all item types
same library, all patron categories, same item type
same library, all patron categories, all item types
default (all libraries), same patron category, same item type
default (all libraries), same patron category, all item types
default (all libraries), all patron categories, same item type
default (all libraries), all patron categories, all item types
The CircControl and HomeOrHoldingBranch also come in to play when figuring out which circulation rule to follow.
If CircControl is set to «the library you are logged in at» circulation rules will be selected based on the library you are logged in at
If CircControl is set to «the library the patron is from» circulation rules will be selected based on the patron’s library
If CircControl is set to «the library the item is from» circulation rules will be selected based on the item’s library where HomeOrHoldingBranch chooses if the item’s home library or its holding library is used.
If IndependentBranches is set to “Prevent” then the value of HomeOrHoldingBranch is used in figuring out if the item can be checked out. If the item’s home library does not match the logged in library, the item cannot be checked out unless you have the superlibrarian permission.
Importante
At the very least you will need to set a default circulation rule. This rule should be set for all item types, all libraries and all patron categories. That will catch all instances that do not match a specific rule. When checking out if you do not have a rule for all libraries, all item types and all patron categories then you may see patrons getting blocked from placing holds.
Defining circulation rules
Using the issuing rules matrix you can define rules that depend on patron category/item type combos.
Nota
The matrix being very wide, you can export the existing rules in Microsoft Excel or CSV format, to look at them, using the “Export” button at the top of the table.
To set your rules, choose a library from the pull down (or “Standard rules for all libraries” if you want to apply these rules to all branches):
Nella matrice puoi scegliere ogni combinazione di categoria utente e tipologia di copia su cui vuoi applicare le regole che definisci
Per prima cosa scegli a quale categoria utente la regola si applicherà. Se lasci “Tutte”, si applicherà a tutte le categorie utente
Choose the item type you would like this rule to apply to. If you leave this to “All” it will apply to all item types for this patron category
If an item type has a parent item type, the rule will be displayed as Parent -> Child. The number of current checkouts will be limited to either the maximum for the parent (including sibling types) or the specific type’s rule, whichever is less.
In the example above, there is a rule for the DVD item type with a maximum of 5 checkouts and a rule for Blu-ray, a child of DVD, with a maximum of 2 checkouts. A patron at this library will be able to check out a maximum of 2 Blu-rays in a total of 5 items of either DVD or Blu-ray types.
To summarize, a patron at this library would be able to take either : - 0 Blu-ray and a maximum of 5 DVDs - 1 Blu-ray and a maximum of 4 DVDs - 2 Blu-ray and a maximum of 3 DVDs
Aggiungi note alle tue regole della circolazione nel campo note. Può servire per ricordare quando e perché è stato modificato qualcosa.
Limit the number of items of this type a patron of this category can have checked out at the same time by entering a number in the “Current checkouts allowed” field.
Se stai permettendo i Prestiti in sede allora si potrebbe anche voler impostare un limite al numero di copie che un utente può avere in loco.
Nota
This setting also depends on the ConsiderOnSiteCheckoutsAsNormalCheckouts preference
Define the period of time an item of this type can be checked out to a patron of this category by entering the number of units (days or hours) in the “Loan period” box.
Define if the loan period should include closed days or not in the “Days mode” column. The option chosen here will override the useDaysMode system preference for this particular rule.
The “Default” option will take the option defined in the useDaysMode system preference
Choose the “Calendar” option if you want to use the calendar to skip the days when the library is closed
Choose the “Datedue” option if you want to push the due date to the next open day
Choose the “Days” option if you want to ignore the calendar and calculate the due date directly
Choose the “Dayweek” option if you want to use the calendar to push the due date to the next open matching weekday for weekly loan periods, or the next open day otherwise
Choose which unit of time, days or hours, that the loan period and fines will be calculated in in the “Unit” column
Nota
If using “hours”, you can set library opening hours for each library and determine how the due time is calculated should it fall outside of opening hours.
You can also define a hard due date for a specific patron category and item type. The hard due date offers three options:
Esattamente il: la data di scadenza di un prestito verrà rigidamente fissata.
Prima: Koha calcolerà il normale periodo di prestito. Se la data di scadenza calcolata sarà successiva alla data fissa, verrà usata la seconda.
Dopo: Koha calcolerà il normale periodo di prestito. Se la data di scadenza calcolata sarà anteriore alla data fissa, verrà usata la data fissa.
“Fine amount” should have the amount you would like to charge for overdue items.
Importante
Inserisci solo numeri e punti per i decimali (nessun simbolo di valuta).
Enter the “Fine charging interval” in the unit you set (ex. charge fines every 1 day, or every 2 hours). The finesCalendar system preference controls whether the days the library is closed will be taken into account or not.
“Quando caricare” è più pratico nelle biblioteche che hanno un intervallo di ricarica multa di più di 1 giorno.
End of interval: Given a grace period of 2 days and a fine interval of 7 days, the first fine will appear 7 days after the due date, it will always take one fine interval (7 days), before the first fine is charged.
Start of interval: Given a grace period of 2 days and a fine interval of 7 days, the first fine will appear 2 days after the due date and the second fine 7 days after the due date.
The “Fine grace period” is the period of time an item can be overdue before you start charging fines. The FinesIncludeGracePeriod system preference controls if the grace period will be included when calculating the fine or not.
Importante
This can only be set for the “Day” unit, not in “Hours”
The “Overdue fines cap” is the maximum fine per item for this patron and item type combination.
Importante
If this field is left blank then Koha will not put a limit on the fines this item will accrue. A maximum fine amount for all overdues can be set using the MaxFine system preference.
Se si desidera evitare di sovracaricare gli utenti per le copie smarrite, puoi attivare la casella di “Multa massima uguale al prezzo di sostituzione.” Questo impedirà alle multe dell’utente di superare il prezzo di sostituzione della copia.
Nota
Se il “tetto multe prestiti scaduti” è pure definito, la multa sarà al massino il minore dei due valori, se entrambi si applicano al prestito in ritardo.
If your library “fines” patrons by suspending their account you can enter the number of days their fine should be suspended in the “Suspension in days” field.
Importante
This can only be set for the “Day” unit, not in “Hours”
You can also define the maximum number of days a patron will be suspended in the “Max suspension duration” setting
The “Suspension charging interval” option is just like the “Fin charging interval”. For example, you could “fine” a patron one day suspension for every two days overdue.
Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the “Renewals allowed” box.
If you allow unseen renewals (see UnseenRenewals), enter how many “unseen” renewals patrons can make. This is not in addition to the regular renewals, but rather how many “unseen” renewals can be made among the total number of renewals.
If you’re allowing renewals you can control how long the renewal loan period will be (in the units you have chosen) in the “Renewal period” box.
Se stai permettendo rinnovi, si può controllare quanto tempo prima della data di scadenza gli utenti possono rinnovare i loro prestiti con la casella “No rinnovi prima di”.
I prestiti possono essere rinnovati in qualsiasi momento, se questo valore viene lasciato vuoto. In caso contrario, i prestiti possono essere rinnovati solo se la copia deve essere resa dopo il numero di unità di tempo (giorni / ore) indicate in questa casella.
To control this value on a more granular level please set the NoRenewalBeforePrecision preference.
If you enable automatic renewals (see below), enter how much time before the due date the automatic renewal takes place.
Version
This option was added to Koha in version 23.11.
In previous versions, automatic renewals use the “no renewals before” value, which applies to both regular and automatic renewals.
You can enable automatic renewals for certain items/patrons if you’d like. This will renew automatically following your circulation rules unless there is a hold on the item.
Importante
È necessario attivare il cron job rinnovo automatico per fare questo.
Importante
This feature needs to have the «no automatic renewal before» column filled in or it will auto renew every day after the due date.
If you are using automatic renewals, you can use the “No automatic renewals after” to limit the time a patron can have the item. For example: don’t allow automatic renewals after a checkout period of 80 days.
Similar to the hard due date setting, you can also stop automatic renewals after a specific date using the “No automatic renewal after (hard limit)” setting.
If patrons of this category can place holds on items of this type, enter the total numbers of items (of this type) that can be put on hold in the “Holds allowed” field.
Leave empty to have unlimited holds.
If you’d rather put a hold limit per patron category, independent of the item type, see the default checkout and hold policy by patron category section below.
If you want to have a hard hold limit, independent of patron category and item type, for this particular library, see the Default checkout, hold, and return policy section below.
If you want to have a hard hold limit, independent of patron category, item type, and across all libraries, see the maxreserves system preference.
Puoi anche impostare un limite giornaliero per il numero delle prenotazioni che un utente può richiedere.
While the two settings before limit the holds that can be placed across various records, the next setting is used to limit the number of holds that can be placed on one record at the same time. For example, for fiction books you might want to allow only one item to be placed on hold at the same time by the same user. But for serials where items represent different issues more than one hold at the same time is fine.
Nota
If this is set to a number that is greater than 1, but not Unlimited, then staff will have the option of placing multiple holds at once when placing a hold on the next available item in the staff interface
Poi puoi decidere come la disponibilità di copie influenza la possibilità di fare prenotazioni. L’opzione “Prenotazioni a scaffale consentite” ha tre possibili valori:
Sì, si potrà prenotare copie in qualsiasi momento. Anche se già in prestito.
Se alcune non disponibili: Permetterà di prenotare non appena una o più copie vengono prestate. Non interessa se vi sono ancora una o più copie disponibili a scaffale.
If all unavailable: This will allow to place a hold as soon as all items on the record are checked out that could fill the hold. This is especially useful for libraries that don’t offer the service of getting items placed on hold off the shelf for patrons.
Under “OPAC item level hold” you can decide if patrons are allowed to place item specific holds on the item type in question. The options are:
Allow: Will allow patrons the option to choose next available or a specific item.
Don’t allow: Will only allow patrons to choose next available item.
Force: Will only allow patrons to choose a specific item.
You can set the number of days patrons have to come pick up their holds in the “Holds pickup period (day)” column. This value will set the hold’s “expiration date”. After that period, holds will be marked as problematic and will appear in the “Holds waiting past their expiration date” tab in the Holds awaiting pickup report.
The default period is set in the ReservesMaxPickUpDelay system preference, but this column allows to have more granular rules for various library, patron category, and item type combinations.
Version
This circulation rule option was added to Koha in version 23.11.
If you want to allow patrons of this category to be able to place article requests on items of this type, choose an option in the “Article requests” column
No: patrons of this category will not be able to place article requests on items of this type
Yes: patrons of this category will be able to place article requests on items of this type, either on specific items (for example in the case of serial issues) or on entire records (for example in the case of monographs)
Record only: patrons of this category will be able to place article requests on records of this type, but not on specific items
Item only: patrons of this category will be able to place article requests on items of this type, but not on entire records
Avvertimento
This column will only appear if the ArticleRequests system preference is enabled.
If you want to use the article request functionality you need to enable it using the ArticleRequests system preference and configure the form using the other related preferences.
If you charge a rental fee for the item type and want to give this specific patron category a discount on that fee, enter the percentage discount (without the % symbol) in the “Rental discount” field
If the UseRecalls system preference is enabled, you will have several options to control recalls.
Recalls allowed (total): enter the number of current recalls a patron of this category can have on items or records of this item type.
Recalls per record (count): enter the number of current recalls a patron of this category can have on any one record of this item type.
On shelf recalls allowed: choose if patrons can recall items on records that have available items
If any unavailable: if a record has more than one item and at least one is unavailable, the patron will be able to recall items from this record
If all unavailable: all items of a record must be unavailable in order for a patron to recall an item from this record
Recall due date interval (day): enter the number of days a patron has to return an item that has been recalled
Recall overdue fine amount: enter the fine amount a patron will be charged if they don’t return the recalled item by the due date
Recall pickup period: enter the number of days a patron has to come pick up the item they have recalled, once it has been marked as awaiting pickup.
Nota
This value supersedes the value in the RecallsMaxPickUpDelay system preference.
When finished, click “Save” to save your changes. To modify a rule, simply click the “Edit” button either at the beginning or at the end of the row. The row of the rule being edited will be highlighted in yellow and the values will appear filled in at the bottom of the table. Edit the values at the bottom and click save.
Nota
If, while editing a rule, you change either the patron category or the item type, it will create a new rule. You can do this to duplicate rules instead of creating new ones if the values are similar.
Alternatively, you can create a rule with the same patron category and item type and it will edit the existing one, as there can only be one rule per library- patron category-item type combination.
If you would like to delete your rule, click the “Delete” button at the beginning or at the end of the rule row.
To save time you can clone rules from one library to another by choosing the clone option above the rules matrix. Please note that this will overwrite all rules already configured for that library.
Dopo aver scelto di fare una copia, ti verrà presentato un messaggio di conferma.
Default checkout, hold, and return policy
You can set a default maximum number of checkouts, a default maximum number of holds and a hold policy that will be used if none is defined below for a particular item type or category. This is the fall back rule for defaults.
Da questo menu è possibile impostare un valore predefinito da applicare a tutti i tipi utente e copia nella biblioteca se nessun’altra opzione è impostata nei moduli sottostanti.
In “Totale prestiti attualmente autorizzati” inserisci il numero totale di copie che un utente può avere in prestito in contemporanea
In “Total current on-site checkouts allowed” enter the total number of items patrons can have checked out on site at a time (OnSiteCheckouts needs to be set to “Enable”)
In “Maximum total holds allowed (count)” enter the total number of pending holds patrons can have at the same time.
Con il menu “Configurazione delle prenotazioni” definisci la sede da cui gli utenti possono effettuare le prenotazioni
Da ogni biblioteca: utenti di ogni biblioteca posso fare prenotazioni su questa copia (default se nulla viene definito)
From Local Hold Group: Only patrons from a library in the item home library’s local hold group may put this book on hold.
Dalla biblioteca di appartenenza: solo gli utenti registrati alla biblioteca a cui appartiene la copia posso fare una prenotazione su questo libro.
Prenotazioni non possibili: nessun utente può prenotare quest’opera
Control where patron can pick up holds using the “Hold Pickup Library Match” menu
qualsiasi biblioteca
item’s hold group
patron’s hold group
Biblioteca a cui appartiene la copia
Biblioteca che detiene la copia
Definisci la sede a cui deve ritornare la copia al momento della restituzione
La copia ritorna alla biblioteca proprietaria
La copia rientra nella biblioteca di provenienza
Copia circolante
Quando una copia è circolante, rimane dove è rientrata e non ritorna alla biblioteca che la possiede (home library)
Item floats by library group: The item will not be transferred and will stay at the library it was checked in at, if the check-in library is within the same “float group” in library groups as the item’s home library. If the library is not in the same float group, the item will be transferred back to its home library.
Una volta che una regola è configurata, puoi cancellarla cliccando il link “Pulisci” posto a destra della regola
Default checkout and hold policy by patron category
For this library, you can specify the maximum number of checkouts, on-site checkouts and holds that a patron of a given category can have, regardless of the item type.
Nota
If the total amount of checkouts, on-site checkout and holds for a given patron category is left blank, no limit applies, except possibly for a limit you define in the circulation rules above.
Ad esempio, se si dispone di una regola nella matrice che dice che utenti del Consiglio possono avere 10 libri e 5 DVD ma si vuole fare in modo che abbiano solo al massimo 12 oggetti in prestito alla volta. Se qui si immette 12 e l’utente ha già 10 libri in prestito, potrà prendere solo 2 DVD, per eguagliare il totale 12.
Default waiting hold cancellation policy
For this library, you can specify if patrons can cancel holds that are already awaiting pickup.
For each patron category and item type combination, choose if these patrons can cancel holds that are already waiting for pickup.
Just like the circulation rules, the more specific rules will apply before the more generic rules (i.e. the «all» patron categories / «all» item types rule will apply only if no other rule exists for this combination).
Default open article requests limit
If ArticleRequests is enabled, you can set a maximum number of open article requests a patron of a category can have at one time.
Nota
This will only appear if the ArticleRequests system preference is enabled.
Choose the patron category you want to limit.
Enter the number of open article requests a patron of this category can have at one given time
Click “Add”
Default article request fees
If ArticleRequests is enabled, you can set the fee a patron from a given category (or any category) needs to pay in order to request the article.
Nota
This will only appear if the ArticleRequests system preference is enabled.
Choose the patron category for which you want to add a fee, or choose “All” to set an overall fee for all patrons
Nota
The fee specific to a patron category will supersede the fee for all categories.
For example, if you set a fee for all categories to 2$ and a fee for Faculty to 3$, Faculty members will be charged 3$ and any other patron will be charged 2$.
Enter the fee amount (use a period as the decimal and don’t enter any symbols, e.g. enter 5.00 for 5$)
Click “Add”
The fee is charged to the patron when the request is placed.
When placing the request, either through the staff interface or the OPAC, a message appears to inform the staff member or the patron that the patron will be charged for every request and the amount of the fee.
Rimborso di default se si restituisce copia persa
Here, you can specify the default policy for lost item fees on return.
Refund lost item replacement fee: choose whether or not the item’s replacement cost is refunded when the lost item is returned.
Refund lost item charge: the replacement cost is refunded. This might create a credit to be paid out to the patron if they had already paid the fee.
Refund lost item charge (only if unpaid): the replacement cost is refunded only if it hasn’t yet been paid.
Refund lost item charge and charge new overdue fine: the replacement cost is refunded and overdue fines are calculated as of today.
Refund lost item charge and restore overdue fine: the replacement cost is refunded and fines are restored as of the day the item was declared lost.
Leave lost item charge: the replacement cost stays in the patron’s account.
Refund lost item processing fee: choose whether or not the item’s processing fee is refunded when the lost item is returned.
Refund lost item processing charge: the processing fee is refunded. This might create a credit to be paid out to the patron if they had already paid the fee.
Refund lost item processing charge (only if unpaid): the processing fee is refunded only if it hasn’t yet been paid.
Leave lost item processing charge: the processing fee stays in the patron’s account.
This policy will apply to this library. This rule is to be used with the RefundLostOnReturnControl system preference.
You can limit the number of days during which a lost item is refundable using the NoRefundOnLostReturnedItemsAge system preference.
Politica di default delle prenotazioni per tipo di copia
Per questa biblioteca è possibile modificare i criteri di prenotazione e restituzione per un determinato tipo di copia, indipendentemente dalla categoria utente.
The various hold policies have the following effects:
From any library: Patrons from any library may put this item on hold. (default if none is defined)
From local hold group: Only patrons from libraries in the same item’s home library hold groups may put this book on hold.
From home library: Only patrons from the item’s home library may put this book on hold.
No holds allowed: No patron may put this book on hold.
Importante
Note that if the system preference AllowHoldPolicyOverride set to “allow”, these policies can be overridden by your circulation staff.
Importante
These policies are applied based on the ReservesControlBranch system preference.
Control where patron can pick up holds using the “Hold Pickup Library Match” menu
qualsiasi biblioteca
item’s hold group
patron” hold group
Biblioteca a cui appartiene la copia
Biblioteca che detiene la copia
The various return policies have the following effects:
La copia ritorna alla biblioteca proprietaria: la copia attiverà la procedura di trasferimento alla sua biblioteca di appartenenza
Importante
If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear
La copia ritorna alla biblioteca che l’ha prestata: la copia chiederà al bibliotecario il trasferimento alla biblioteca da cui è stata prestata
Importante
If the AutomaticItemReturn preference is set to automatically transfer the items home, then a prompt will not appear
Copia circolante: la copia non verrà trasferita dalla sede in cui è stata restituita, ma rimarrà lì finché non verrà trasferita manualmente o restituita ad un’altra sede
Item floats by library group: The item will not be transferred and will stay at the library it was checked in at, if the check-in library is within the same “float group” in library groups as the item’s home library. If the library is not in the same float group, the item will be transferred back to its home library.
Ad esempio si potrebbe consentire prenotazioni nella tua biblioteca, ma per evitare prenotazioni di nuove copie o DVD da altre biblioteche del sistema sii può impostare la “Hold policy” a “Dalla propria biblioteca” in modo che tali copie possano essere prenotate solo se la biblioteca che le possiede e la biblioteca dell’utente coincidono. È inoltre possibile bloccare completamente le prenotazioni di specifici tipi di copie tramite questo modulo. Questo è anche il modo per impostare tipi di copie floating e tipi che rimangono nella propria biblioteca.
Nota
The library whose return policy is used is determined by the CircControlReturnsBranch system preference.
Patron attribute types
Get there: More > Administration > Patrons and circulation > Patron attribute types
Nota
Only staff with the manage_patron_attributes permission (or the superlibrarian permission) will have access to this section.
Patron attributes can be used to define custom fields to associate with your patron records. In order to enable the use of custom fields you need to set the ExtendedPatronAttributes system preference.
Un tipico uso di questo campo è l’ID dello studente o il numero di patente di guida.
Adding patron attribute types
To add a new patron attribute type, click the “New patron attribute type” button at the top of the page
Patron attribute type code: enter a short code to identify this field
Avvertimento
Questa impostazione non può essere cambiata successivamente alla creazione dell’attributo utente
Description: enter a longer (plain text) explanation of what this field will contain
Repeatable: check this box if a patron record can have multiple values of this attribute.
Avvertimento
Questa impostazione non può essere cambiata successivamente alla creazione dell’attributo utente
Unique identifier: check this box if a value is given to a patron record, the same value cannot be given to a different record.
Attributi univoci possono essere usati come regole di coincidenza nello strumento di importazione utenti
Avvertimento
Questa impostazione non può essere cambiata successivamente alla creazione dell’attributo utente
Is a date: check this box if the attribute value should be a date. A date picker will be available.
Importante
Date attribute types cannot be linked to authorized value categories.
Version
The date option was added to Koha in version 24.05.
Display in OPAC: check this box to display this attribute on a patron’s details page in the OPAC.
Editable in OPAC: check this box to enable patrons to edit this information in the OPAC.
Searchable: check this box to make this attribute searchable in the staff interface’s patron search.
Search by default: check this box to make this attribute searchable in the staff interface’s “standard” patron search, i.e., not a search on a particular field.
This option requires that the attribute type be searchable (see previous option).
Version
This option was added to Koha in version 23.11.
Mandatory: check this box if the attribute must be filled for every patron
Display in patron’s brief information: check this box to make this attribute visible in the patron’s short detail display on the left of the checkout screen and other patron pages
Authorized value category: if one is selected, the patron record input page will only allow values to be chosen from the authorized value list.
You will first need to add an authorized value list for it to appear in this menu
Avvertimento
An authorized value list is not enforced during batch patron import.
Library limitations: if you would like this attribute to only be used by specific branches you can choose those branches from this list. Choose “All branches” to show it for all libraries.
Avvertimento
Patrons with attributes already set for them will not be altered. The branch limitation only limits the field based on the library at which the current staff is logged in.
If an attribute is set for a patron, it will be displayed in their file to all staff. However, only staff from the selected branches will be able to edit it.
Category: if you’d like to only show this attribute on patrons of one type choose that patron category here
Class: if you have a lot of attributes it might be handy to group them so that you can easily find them for editing. If you create an authorized value for PA_CLASS it will show in the “Class” drop-down menu and you can then change your attributes page to have sections of attributes
Click “Save” to save your new attribute.
Once added, your attribute will appear on the list of attributes and also on the patron record add/edit form
Editing/deleting patron attribute types
Each patron attribute has an edit and a delete button beside it on the list of attributes.
Alcun campi nell’attributo non saranno modificabili una volta creati:
Codice dell’attributo utente:
Ripetibile
Identificatore univoco
Non potrai cancellare un attributo se è in uso.
Library transfer limits
Limita la possibilità di trasferire copie tra le biblioteche basandosi sulla biblioteca che invia, la biblioteca che riceve e la tipologia di copia coinvolta.
Get there: More > Administration > Patrons and circulation > Library transfer limits
Nota
Only staff with the manage_transfers permission (or the superlibrarian permission) will have access to this section.
These rules only go into effect if the preference UseBranchTransferLimits is set to “enforce”.
Prima di tutto occorre scegliere la biblioteca per la quale si stanno definendo questi limiti.
Transfer limits are set based on the collections codes you have applied via the Authorized values administration area.
I codici di collezione appariranno come schede sopra le caselle da spuntare:
Check the boxes for the libraries you allow your items to be transferred to for the collection code you have selected at the top (in the example below - FIC)
In the above example, Centerville library will allow patrons from all libraries except Liberty and Franklin to request items from their branch.
Matrice Costo Trasporto
The transport cost matrix lets a library system define relative costs to transport books to one another.
Nota
Only staff with the manage_transfers permission (or the superlibrarian permission) will have access to this section.
In order for the system to use this matrix you must first set the UseTransportCostMatrix preference to “Use”.
Importante
La matrice dei costi di trasporto ha la precedenza a controllare dove le prenotazioni sono soddisfatte; se non si utilizza la matrice, Koha utilizza :ref:`StaticHoldsQueueWeight <holds-queue-system-preferences-label>.
I costi sono valori decimali tra un numero massimo (es.: tra 1 e 100) e 0 (che indica senza costo). Per esempio, puoi usare la distanza tra ogni biblioteca in chilometri come tuo “costo”, se la cosa riflette il costo di trasporto. Forse gli uffici postali usano un parametro diverso. Le biblioteche che condividono un ufficio postale avranno un costo di 1, uffici postali adiacenti avranno costo 2, ecc.
Per indicare il costo di trasporto, clicca sulla cella, togli la spunta e inserisci il costo
Dopo aver indicato il costo, premi “Enter” sulla tastiera o fai click sul bottone “Salva” al fondo della tabella per salvare le modifiche.
Nota
Un valore NULL non farà alcuna differenza se la biblioteca From e To coincidono. Tuttavia, come buona norma, si dovrebbe indicare uno 0. Per tutte le altre combinazioni da/a, un valore NULL disabiliterà la relazione. Per cui, in sintesi, non è bene lasciare valori vuoti. È meglio mettere sempre un numero (anche se si sceglie di disabilitare l’opzione).
Item circulation alerts
Ogni biblioteca può decidere se notificare automaticamente agli utenti i loro prestiti e restituzioni
Get there: More > Administration > Patrons and circulation > Item circulation alerts
Nota
Only staff with the manage_item_circ_alerts permission (or the superlibrarian permission) will have access to this section.
Queste preferenze sono basate sul tipo utente e tipo di copia.
Importante
Questi preferenza può essere modificata nelle preferenze di messaggistica dell’utente.
Per definire avvisi di circolazione delle copie:
Scegliere la tua biblioteca dal menu a tendina nella parte superiore dello schermo
Per definire preferenze per tutte le biblioteche, mantieni il menù al valore “Default”
Per default gli utenti vengono avvisati di prestiti o restituzioni per ogni tipo di copia. Per modificare il default, clicca sulle singole caselle di spunta.
Nell’esempio precedente, ragazzi e bambini non riceveranno comunicazioni di prestiti.
Cities and towns
Per uniformare i dati degli utenti, puoi definire città e paesi della tua zona, per facilitare lo staff quando registra gli utenti. Gli basterà scegliere da menù tendina.
Get there: More > Administration > Patrons and circulation > Cities and towns
Nota
Only staff with the manage_cities permission (or the superlibrarian permission) will have access to this section.
Adding a city
To add a new city, click the “New city” button at the top of the page and enter the city name, state, zip/postal code and country.
One you click Submit, your city will be saved and will be listed on the Cities and towns page
Le città possono essere modificate o cancellate in qualsiasi momento.
Viewing cities on patron add form
If you have defined local cities using the “New city” form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.
Ciò facilita il data entry di nomi di città nella scheda utente, senza il rischio di errori di battitura nel nome o del CAP
Curbside pickup
The curbside pickup feature is used to set up appointments with patrons for them to pick up their holds. This section is used to configure the pickup windows
Get there: More > Administration > Patrons and circulation > Curbside pickup
Nota
In order to use this module, you must enable it with the CurbsidePickup system preference.
Nota
Only staff with the manage_curbside_pickups permission (or the superlibrarian permission) will have access to this section.
Setting up curbside pickup
From the configuration page, click the tab corresponding to the library for which you’re setting up curbside pickup
Fill out the form
Enable: check this box to enable curbside pickup at this library
Pickup interval: enter the number of minutes each curbside pickup interaction will take
Maximum patrons per interval: enter the number of patrons who can pickup in the same interval
Patron-scheduled pickup: check this box if you want to allow patrons to set up their own curbside pickup appointment through the OPAC
Enable for waiting holds only: check this box if curbside pickup should be limited to patrons who have holds awaiting pickup
Create curbside pickup slots
For each slot, enter the day of the week, the starting and ending hours of the time slot in which patrons can come
these can be your opening hours, if you allow curbside pickup throughout the day, or specific time slots in which you allow patrons to come by
For the hours, the format must be XX:XX (numbers with a colon) and it must be in 24-hour format (e.g. 1 PM is 13:00)
Click “Add”
Click “Save configuration”
Do this for every library that offers curbside pickup.
Patron restriction types
If you are using patron restriction types, you can manage the restriction types available from here.
Patron restriction types are enabled by the PatronRestrictionTypes system preference.
Get there: More > Administration > Patrons and circulation > Patron restriction types
Nota
Only staff with the manage_patron_restrictions permission (or the superlibrarian permission) will have access to this section.
Adding a restriction type
To add a new restriction type, click the “New restriction type” button at the top of the page.
Code: enter a code for the restriction. Codes are limited to 50 characters and should not contain spaces, diacritics, or special characters.
Label: enter the label for the restriction. The label will be the one displayed throughout Koha.
Lift after payment: if set to “Yes”, restrictions using this type will be automatically lifted after payments equal to or exceeding the amount defined in “Fee Limit”.
Fee Limit: enter the amount that must be paid in order to lift a restriction of this type. This field is only used if “Lift after payment” is set to “Yes”.
Once you click “Save”, your restriction type will be saved and will be listed in the table of restriction types.
Locally created restriction types can be set to set as the default restriction type to use when manually adding a restriction to a patron account. This can be achieved using the “Make default” button.
You can also delete any locally created restriction types using the “Delete” so long as they have not been assigned as the default.
Accounting
Get there: More > Administration > Accounting
This section deals with the parameters used in managing the patron accounts.
Debit types
Get there: More > Administration > Accounting > Debit types
Nota
Only staff with the manage_accounts permission (or the superlibrarian permission) will have access to this section.
This is where you define the manual fees you can charge patrons.
When you first get to the page, you will only see the manual fees that are already defined in your system.
You can see the default system fees by clicking «Show all debit types».
You can go back to seeing only the manual fees by clicking «Filter system debit types».
System debit types
Several debit types come installed with Koha. Most of them are automatic fees that are added according to the policies you set up elsewhere in Koha.
ACCOUNT (Account creation fee): this is charged to the patron’s account upon registration. The fee can be changed in the patron category settings under “Enrollment fee”.
ACCOUNT_RENEW (Account renewal fee): this is charged to the patron’s account when their account is renewed. Like the ACCOUNT debit type above, this can be changed in the patron category settings under “Enrollment fee”.
LOST (Lost item): this is charged to the patron’s account when an item in their file is declared lost. The amount depends on the item’s “replacement cost” field or on the item type’s default replacement cost. It can also be added manually in the manual invoices tab.
MANUAL (Manual fee): this is the default manual fee installed with Koha. This is not charged automatically by Koha, but can be added to a patron’s account manually in the manual invoices tab.
NEW_CARD (New card fee): this is another default manual fee installed with Koha. This will not be charged automatically by Koha, but can be added to a patron’s account manually in the manual invoices tab.
OVERDUE (Overdue fine): this is charged automatically to the patron’s account when they have overdue items. The amount for overdue fines are set in the circulation and fines rules.
PAYOUT (Payment from library to patron): this is used when the library reimburses the patron (for an over payment for example).
PROCESSING (Lost item processing fee): this is charged automatically to the patron’s account when an item in their file is declared lost. The amount is set by item type under “Processing fee (when lost)”.
RENT (Rental fee): this is charged automatically to the patron’s account upon checkout if the item type has a rental charge.
RENT_DAILY (Daily rental fee): this is charged automatically to the patron’s account upon checkout if the item type has a daily rental charge.
RENT_DAILY_RENEW (Renewal of daily rental item): this is charged automatically to the patron’s account upon renewal if the item type has a daily rental charge.
RENT_RENEW (Renewal of rental item): this is charged automatically to the patron’s account upon renewal if the item type has a rental charge.
RESERVE (Hold fee): this is charged automatically to the patron’s account upon placing a hold. The amount depends on the “Hold fee” amount in the patron’s category settings.
RESERVE_EXPIRED (Hold waiting too long): this is charged automatically to the patron’s account if they haven’t picked up their hold after the number of days defined in the ExpireReservesMaxPickUpDelay system preference. The amount is set in the ExpireReservesMaxPickUpDelayCharge system preference.
Adding a new debit type
To add a new debit type:
Click “New debit type”
Debit type code: enter a code (limited to 64 letters).
Avvertimento
Codes should be limited to letters, numbers, and underscores (_).
Avoid spaces, diacritics, and special characters.
Default amount: enter the default amount.
Nota
Staff will be able to change this amount when adding the charge to the patron’s account, if necessary.
Importante
Do not enter currency symbols. Only write the amount with a decimal point (for example, 5 or 5.00 instead of $5).
Description: write a description, this description will be used in the drop-down menu when adding a new charge to a patron’s account or when making a sale in the point of sale as well as in their transaction history.
Can be manually invoiced: check this box if this debit type can be added manually by staff to a patron’s account via the manual invoices.
Can be sold: check this box if this debit type can be used in the point of sale.
Included in noissuescharge: check this box if this debit type should be included when calculating the amount owed by the patron for the noissuescharge system preference. This system preference is used to block checkouts when a patron owes over a certain amount of money to the library.
Libraries limitation: if necessary, select the libraries where this debit type can be used. Choosing “All libraries” will make the debit type available everywhere.
Nota
You can select more than one library by pressing the “Ctrl” key while selecting.
Clicca “Salva”
Editing an existing debit type
You can only modify the debit types you have added, as well as the “Manual fee”.
To edit a debit type:
Click the “Edit” button to the right of the debit type
Modify any field
Clicca “Salva”
Archiving a debit type
If there is a debit type you don’t need anymore, you can archive it.
Nota
There is no way to delete a debit type since they are used in the patron’s accounting section.
To archive a debit type, simply click the “Archive” button to the right of the debit type.
Restoring an archived debit type
If you need to use an archived debit type again, simply click on the “Restore” button to the right of the debit type.
This will make it available again.
Credit types
Get there: More > Administration > Accounting > Credit types
Nota
Only staff with the manage_accounts permission (or the superlibrarian permission) will have access to this section.
This is where you define the manual credits you can give patrons.
When you first get to the page, you will only see the credits that are already defined in your system.
You can see the default system credit types by clicking «Show all credit types».
You can go back to seeing only the manual credit types by clicking «Filter system credit types».
System credit types
Several credit types come installed with Koha. Most of them are automatic credits that are added according to the policies you set up elsewhere in Koha. They can not be deleted.
CANCELLATION (Canceled charge): this is used when cancelling a charge in a patron’s account
CREDIT (Credit): this is used for manual credits to give to your patrons.
DISCOUNT (A discount applied to a patrons fine): this is used to discount fines and charges.
FORGIVEN (Forgiven): this is used for manual credits to give to your patrons.
LOST_FOUND (Lost item fee refund): this is used when a previously lost item is returned. If you refund the lost fees (see Default lost item fee refund on return policy), this credit will be applied to refund the fee.
OVERPAYMENT (Over payment refund): this is automatically applied to a patron’s account when they paid too much for a fee. This is mostly used when backdating check-ins where the patron has already paid the full fine.
PAYMENT (Payment): as the name states, this is used to indicate fee payments.
PURCHASE (Purchase): this is used when a payment is made through the point of sale module.
REFUND (A refund applied to a patrons fine): this is used when refunding the payment of a fine or charge.
WRITEOFF (Writeoff): this is used when writing off a fine or charge.
Adding a new credit type
To add a new credit type:
Click “New credit type”
Enter a code (limited to 64 letters)
Avvertimento
Codes should be limited to letters, numbers, and underscores (_).
Avoid spaces, diacritics, and special characters.
Write a description
This description will be used in the drop-down menu when adding a new credit to a patron’s account as well as in their transaction history
If this credit type can be added manually by staff to a patron’s account via the manual credit, check the “Can be added manually?” check box
If you need this credit type to be sequentially numbered, check the “Enable credit number”. The format of the number is defined in the AutoCreditNumber system preference.
If this credit type is only to be used in specific branches, you can select the libraries in “Libraries limitation”
Nota
You can select more than one library by pressing the “Ctrl” key while selecting.
Clicca “Salva”
Editing an existing credit type
You can only modify the credit types you have added.
To edit a credit type:
Click the “Edit” button to the right of the credit type
Modify any field
Clicca “Salva”
Archiving a credit type
If there is a credit type you don’t need anymore, you can archive it.
Nota
There is no way to delete a credit type since they are used in the patron’s accounting section.
To archive a credit type, simply click the “Archive” button to the right of the credit type.
Restoring an archived credit type
If you need to use an archived credit type again, simply click on the “Restore” button to the right of the credit type.
This will make it available again.
Cash registers
Get there: More > Administration > Accounting > Cash registers
This feature is enabled through the UseCashRegisters system preference.
Nota
Only staff with the manage_cash_registers permission (or the superlibrarian permission) will have access to this section.
If you have no cash registers already defined, you will be invited to create one.
Otherwise, you will see the list of all your cash registers.
In the “Actions” columns, you can choose to edit your cash registers, make one of them default or remove the default status, and archive or restore an archived register.
The default status is only useful in libraries that have more than one register per branch. The default register will be pre-selected when entering a payment. If there is only one cash register per branch, the branch’s cash register will be selected when paying.
Adding a new cash register
Click on “New cash register”
Give your cash register a name
Optionally you can also add a description
Choose in which library this cash register is located
And finally, enter the initial float, i.e. the amount in the cash register
Click “Add”
Plugins
This section is used to manage all types of plugins.
Importante
Before using plugins, make sure that they are enabled in the configuration file.
Nota
Only staff with the manage permission, the configure permission, or the admin permission (or the superlibrarian permission) will see this section.
See also the tool plugins and report plugins sections.
Get there: More > Administration > Plugins
If there are any administrative plugins installed, they will appear under this section.
Nota
Only staff with the admin permission (or the superlibrarian permission) will be able to use administrative plugins.
Managing plugins
This section is used to view, manage and configure all types of plugins.
Nota
Only staff with the manage permission (or the superlibrarian permission) will be able to install and uninstall plugins.
The page will show all currently installed plugins.
If you have a lot of plugins, you can view a subset by clicking “View plugins by class”.
Installing a plugin
To install a new plugin manually,
Click “Upload plugin”.
Choose the KPZ file on your computer and click “Upload”.
If you configured external plugin repositories, you will have a search box at the top of the page to search these repositories and install directly from there without having to download and upload the KPZ file. To install a plugin from a repository,
Enter a search term in the search box.
Click “Install” to the right of the plugin.
Some plugins might need to be enabled before usage.
To enable a plugin,
Click the “Actions” button to the right of the plugin and choose “Enable”
Using a plugin
All plugins are different. Some might need configuration before usage, others are simply run.
Click the “Actions” button and choose “Configure” or “Run”.
Follow the instructions issued by the plugin’s creator.
Nota
Only staff with the configure permission (or the superlibrarian permission) will be able to access plugin configuration.
Disabling a plugin
If you need to temporarily stop the plugin from taking effect, you can disable it.
Click the “Actions” button to the right of the plugin and choose “Disable”
This will not uninstall the plugin. It will remain installed, but will not have any effect on your Koha installation.
Deleting a plugin
To delete or uninstall a plugin,
Click the “Actions” button to the right of the plugin and choose “Delete”
This will remove the plugin from your Koha installation. Any action or effect it had will stop. If you need to, you can reinstall it later, provided it is still available.
Jobs
This section is used to manage background jobs. Jobs are tasks that are queued in the system to be treated when the server has the resources to do it, such as batch record modification and others.
Get there: More > Administration > Jobs
Nota
Only staff with the manage_background_jobs permission (or the superlibrarian permission) will have access to this section.
Managing jobs
By default, when accessing the page, you will only see current jobs and jobs enqueued in the last hour.
To see all jobs, uncheck the boxes at the top of the page.
Current jobs only: uncheck this to include finished jobs
Only include jobs enqueued in the last hour: uncheck this to include jobs enqueued earlier
You can search for jobs using the search boxes under the table headings.
To the right of each job, there are action buttons.
View: this will display the details of the job, including, but not limited to:
Job ID: this is the identifier of the job in the Koha database, an incremental number
Status: the status of the job
New: the job has been queued
Cancelled: the job was cancelled by a user
Finished: the job was successfully carried out
Started: the job was started, but it is not yet finished
Running: the job is currently being executed
Failed: the job was started, but failed for some reason
Progress: indicates how much of the job is done
Type: indicates the type of job
Batch bibliographic record modification: batch of bibliographic records to be modified.
Batch bibliographic record deletion: batch of bibliographic records to be deleted.
Batch authority record modification: batch of authority records to be modified.
Batch authority record deletion: batch of authority records to be deleted.
Batch item record modification: batch of items to be modified.
Batch item record deletion: batch of items to be deleted.
Batch hold cancellation: a batch of holds to be cancelled (when using the “Cancel selected” button).
Create eHoldings titles: titles to be created from a list in the ERM module.
Update Elasticsearch index: bibliographic or authority records, or items to be updated in the Elasticsearch index. Any changes to a bibliographic or authority record, or item trigger an update of the index, including changes in circulation status.
Holds queue update: when the RealTimeHoldsQueue system preference is enabled, changes to holds trigger an update of the holds queue.
Staged MARC records for import: bibliographic or authority records to be staged for import.
Import MARC records: staged bibliographic or authority records to be imported in the catalog.
Revert import MARC records: imported bibliographic or authority records to be unimported.
Queued: date and time when the job was queued
Started: date and time when the job was started
Ended: date and time when the job was finished
Report: this section will contain messages specific to the type of job (for example, number of records modified, in the case of batch record modification)
Detailed messages: this section will contain messages specific to the type of job (for example, which records were modified, in the case of batch record modification)
Cancel: for jobs that are still new or have started, it’s possible to cancel them
Catalog administration
Configura queste impostazioni prima di cominciare la catalogazione con Koha.
Vai a: Più > Amministrazione > Catalogo
MARC bibliographic frameworks
Think of frameworks as templates for creating new bibliographic records. Koha comes with some predefined frameworks that can be edited or deleted, and librarians can create their own frameworks for content specific to their libraries.
Get there: More > Administration > Catalog > MARC bibliographic frameworks
Nota
Only staff with the manage_marc_frameworks permission (or the superlibrarian permission) will have access to this section.
Importante
Do not delete or edit the Default framework since this will cause problems with your cataloging records - always create a new template based on the Default framework, or alter the other frameworks.
Adding a new framework
Per aggiungere una griglia di catalogazione
Click “New framework”
Code: enter a code of 4 or fewer characters, avoiding spaces, diacritics, or other special characters.
Description: enter a more detailed definition of your framework, this is what will be displayed in Koha.
Clicca “Invia”
Once your framework is added click “Actions” to the right of it on the list of frameworks and choose “MARC structure”
You will be asked to choose a framework to base your new framework on, this will make it easier than starting from scratch
Once your framework appears on the screen you can edit or delete each field by following the instructions for editing fields and subfields
Editing existing frameworks
Clicking “Actions” and then “Edit” to the right of a framework will only allow you to edit the description for the framework.
Editing framework fields and subfields
Frameworks are made up of MARC fields (tags) and subfields. To make edits to the fields and subfields associated with the framework you must click on “Actions” and then “MARC structure”.
Importante
Whenever you make changes to the framework fields and subfields, make sure to run the MARC bibliographic framework test.
Editing a MARC field (tag)
After clicking on “MARC structure” you will be taken to a screen listing all the available tags for that framework and you can search for the tag you need. To make edits to a MARC field click on “Actions” on the right of the field and choose “Edit tag”.
The next screen shows details of the tag.
Tag: the MARC tag, or field number, is uneditable.
Label for lib: text that will show in the staff interface MARC view, and in the basic editor if the advancedMARCeditor system preference is set to display labels.
Nota
If you use XSLT (see the XSLTDetailsDisplay system preference), the labels for the “Normal” view are defined in the XSLT stylesheet.
This will not affect the “Normal” view unless you don’t use XSLT.
Label for OPAC: text that will show on the MARC view in the OPAC.
Nota
If you use XSLT (see the OPACXSLTDetailsDisplay system preference), the labels for the “Normal” view are defined in the XSLT stylesheet.
This will not affect the “Normal” view unless you don’t use XSLT.
Repeatable: when checked, the field will have an icon next to it in the basic editor, allowing you to add multiples of that tag.
Mandatory: when checked, the record cannot be saved unless the field has a value. In the basic editor, a “Required” flag will display as a prompt.
Important: when checked, the field will generate a warning if it is not filled, but unlike “Mandatory”, you will still be able to save your record nonetheless. In the basic editor, an “Important” flag will display as a prompt.
Indicator default values: add default values for indicators here so that they will be pre-filled to save time when cataloging, but can still be edited if required.
Authorized value: define an authorized value pull down list for the catalogers
Avvertimento
The authorized value option at field level does not work.
Click “Save changes” to save any modification.
Editing a MARC subfield
To edit the subfields associated with the tag, click “Actions” then “Edit subfields” to the right of the tag on the framework field list. Each subfield has its own tab which contains three sections - Basic constraints, Advanced constraints and Other options.
For each subfield you can set the following basic constraint options
Subfield code: this is the MARC subfield code, this wouldn’t normally be changed.
Text for librarian: text that will show in the staff interface MARC view, and in the basic editor if the advancedMARCeditor system preference is set to display labels.
Nota
If you use XSLT (see the XSLTDetailsDisplay system preference), the labels for the “Normal” view are defined in the XSLT stylesheet.
This will not affect the “Normal” view unless you don’t use XSLT.
Text for OPAC: text that will show on the MARC view in the OPAC.
Nota
If left empty, the “Text for librarian” is used instead
Nota
If you use XSLT (see the OPACXSLTDetailsDisplay system preference), the labels for the “Normal” view are defined in the XSLT stylesheet.
This will not affect the “Normal” view unless you don’t use XSLT.
Repeatable: when checked, the field will have an icon next to it in the basic editor, allowing you to add multiples of this subfield.
Mandatory: when checked, the record cannot be saved unless the subfield has a value. In the basic editor, a “Required” flag will display as a prompt.
Important: when checked, the field will generate a warning if it is not filled, but unlike “Mandatory”, you will still be able to save your record nonetheless. In the basic editor, an “Important” flag will display as a prompt.
Managed in tab: defines the tab where the subfield is shown.
Importante
All subfields of a given field must be in the same tab or ignored. Ignore means that the subfield is not managed.
Avvertimento
When importing records, or editing existing records, subfields that are managed in tab “ignore” will be deleted. If you still wish to keep the subfields, but hide them, use the “Visibility” options below.
For each subfield you can set the following advanced constraint options
Default value: defines what you want to appear in the field by default, this will be editable, but it saves time if you use the same text over and over or the same value in a field often.
Nota
There are several values that you can use here that will be replaced automatically when a new record is created:
<<MM>> - the current month, 2 digits
<<DD>> - the current day of month, 2 digits
<<YY>> - the current year, 2 digits
<<YYYY>> - the current year, 4 digits
<<USER>> - the username of the currently logged in user
For example: a default of «<<MM>>/<<DD>>/<<YYYY>>» (without quotes) will print the current date in the form of «01/21/2021»
Nota
When those default values are filled depends on the ApplyFrameworkDefaults system preference.
Max length: enter a value here to limit the number of characters that can be entered in the subfield.
Visibility: allows you to select from where this subfield is visible or hidden. Check the boxes where you would like the field to show, and uncheck the boxes where you would like it hidden.
OPAC: when checked, this will make the subfield available for display in the OPAC. For non-XSLT views, the field will be displayed. For XSLT views, it will depend on the stylesheet.
Staff interface: when checked, this will make the subfield available for display in the staff interface. For non-XSLT views, the field will be displayed. For XSLT views, it will depend on the stylesheet.
Editor: when checked, this will make the subfield available for modification in the basic editor.
Collapsed: when checked, the subfield will be hidden in the basic editor, but will display when the field label is clicked to expand all subfields.
Flagged: when checked, the subfield will be unavailable and hidden from all views (equivalent to all boxes being unchecked).
Is a URL: if checked, it means that the subfield is a URL and can be clicked.
Link: if you enter an index name here, a link appears after the subfield in the MARC detail view in the staff interface. If the librarian clicks on the link, a catalog search is done using the index and the content of the subfield.
Koha link: this field is used to create a link between the MARC subfield and a column in the items, biblioitems, and biblio database tables. The mappings can be changed from the Koha to MARC mapping page.
Per ogni sottocampo puoi impostare i valori per la seguente Altra opzione
Authorized value: means the value must be chosen from a drop-down menu generated from the authorized value list.
In the example below, the LANG authorized value category has been set to 041$a.
This creates a drop-down menu in the basic editor.
Thesaurus: means that the value is linked to the authority catalog of the selected category. Authority categories are managed in the Authority types section.
Plugin: means the value is calculated or managed by a cataloguing plugin. Cataloguing plugins, or value builders, can do almost anything.
Esempi per MARC 21:
For call numbers there is an option to add a call number browser next to the call number subfield so that you can identify which call numbers are in use and which are not. Simply choose the cn_browser.pl plugin. Learn more in the cataloging section of this manual.
Se vuoi permettere il caricamento di file tramite la catalogazione è possibile scegliere il plugin upload.pl e questo permetterà di caricare file in Koha da collegare ai record.
In UNIMARC esistono plugin per tutti i campi 1xx che sono codificati. Il plugin è di grande aiuto per il catalogatore. Ci sono anche due plugin (unimarc_plugin_210c e unimarc_plugin_225a) che possono «magicamente» trovare l’editore da un ISBN e la lista delle collane per editore
If you would like to enable an autocomplete search for publishers in 260b and 264b you can set the plugin to marc21_field_260b.pl. When you start typing in a publisher name you will be given search results based on publisher names already in the catalog.
To save your changes, click “Save changes”.
Suggerimento
You can drag and drop the subfield tabs to change the order in which they appear when cataloging with the basic editor.
By default, they will appear in alphanumeric order (0-9, then a-z).
Adding fields to frameworks
If a framework doesn’t contain a field that you require, you may need to add it. To add a field to a framework click the “New tag” button at the top of the framework definition.
Si aprirà una form vuota per introdurre i campi MARC.
Enter the field number for your new tag. The process for entering the remainder of the settings for the new tag is the same as those found in the editing fields and subfields in frameworks section of this manual.
When you’re finished, click “Save changes” and your new tag will be displayed in the framework field list.
You will need to add at least one subfield to your new tag before it will appear in your framework when you are cataloging.
Click on the “Actions” button for your new tag and then “Edit subfields”. Click on the “New” tab and enter your subfield code. The process for entering the remainder of the settings for the new subfield is the same as those found in the editing fields and subfields in frameworks section of this manual.
Importing and exporting frameworks
Accanto ad ogni griglia è presente un link per importare o esportare la griglia.
Export framework
To export a framework, click the “Export” option in the “Actions” button to the right of the framework title.
Una volta cliccato “Esporta”, ti verrà chiesto in quale formato di file esportare.
Una griglia esportata in questa maniera può essere importata in qualsiasi altra installazione di Koha utilizzando l’opzione per l’importazione di griglie.
Import framework
Un modo facile per creare una nuova griglia di catalogazione è importarne una da un’altra installazione di Koha. Per esportarlo dall’altro sistema, si vedano le istruzioni.
To import a framework you first need to create a new framework. Once you have that framework, click “Actions” then “Import” to the right of the new framework.
Ti verrà chiesto di cercare nel disco il file da importare.
Ti verrà chiesto anche di confermare le tue azioni prima che il file venga importato.
As your file is uploaded, you will see a spinning icon to indicate that the system is working.
Once your import is complete you will be brought to the framework edit tool where you can make any changes you need to the framework you imported.
Koha to MARC mapping
While Koha stores the entire MARC record, it also stores common fields for easy access in various tables in the database (mainly the items, biblioitems, and biblio tables). Koha to MARC mapping is used to tell Koha where to find these values in the MARC record. Whenever a record is added or changed, this mapping will be used to update the linked database column. The information from the database columns is used as a way to quickly look up important information without having to parse the full MARC record. It is used for displaying information in a lot of pages and can also be used in reports.
In many cases, you will not have to change the default values set at the time of the installation, but it is important to know that the tool is here and can be used at any time.
Avvertimento
If you change mappings after data has been added to your catalog, ask your system administrator to run misc/batchRebuildBiblioTables.pl. This will update the values in the database columns for all your records.
Get there: More > Administration > Catalog > Koha to MARC mapping
Nota
Only staff with the manage_marc_frameworks permission (or the superlibrarian permission) will have access to this section.
La tabella mostra tutti i campi di database che possono essere mappati a campi MARC.
To add a new mapping, click on the “Add” button to the right of the appropriate field.
Write in the MARC field and subfield you would like to map, separated by a comma, to this Koha field (for example, «264,a») and click the “OK” button.
Nota
Puoi mappare più di un campo MARC a un campo di database. Per esempio, puoi collegare sia 260$a sia 264$a al campo biblioitems.place.
Se vuoi eliminare la mappatura con il campo di database, premi il bottone “Rimuovi”.
Nota
All changes are immediate. Records created or edited after the change will immediately have the new mappings. However, if you want to update the mappings for records already in the catalog, ask your system administrator to run misc/batchRebuildBiblioTables.pl. This will update the values in the database columns for all your records.
MARC bibliographic framework test
The tool checks the MARC structure of bibliographic frameworks.
Get there: More > Administration > Catalog > MARC bibliographic framework test
Nota
Only staff with the manage_marc_frameworks permission (or the superlibrarian permission) will have access to this section.
If you change your MARC bibliographic framework, it’s recommended that you run this tool to test for errors in your definition.
Classification sources
Fonte di classificazione o schema scaffalatura viene mappato sui campi 952 $2 e $ 942$2 delle :ref:` griglie MARC di Koha <marc-bibliographic-frameworks-label>`; vine memorizzato nei campi items.cn_source nel database e biblioitems.cn_source
Vai a: Più > Amministrazione > Catalogo > Schemi di classificazione
Nota
Only staff with the manage_classifications permission (or the superlibrarian permission) will have access to this section.
Commonly used classification sources are:
ddc - Classificazione decimale Dewey
lcc - Classificazione della Library of Congress
Se scegli di installare altre regole di classificazione durante l’installazione di Koha, vedrai altri valori:
ANSCR (registrazioni sonore)
Classificazione SuDOC
Classificazione decimale universale
Altra/generica classificazione
Adding/editing classification sources
You can add your own source of classification by using the “New classification source” button. To edit use the “Edit” button.
Quando crei o modifichi:
Enter a code. The code is limited to 10 characters and must be unique.
Nota
The code is not editable once it has been created.
Enter a description. The description is used in the drop-down lists in the cataloging module.
Check the “Source in use?” checkbox if you want the value to appear in the drop-down list for this category.
Select the appropriate filing rule from the drop-down list.
Select the appropriate splitting rule from the drop-down list.
Classification filing rules
Filing rules determine the order in which items are placed on shelves. Filing rules normalize call numbers in order for Koha to be able to compare them and sort them in the right order.
For example, a Dewey call number such as “636.8/07 SHAW” will become “636_800000000000000_07_SHAW” in order to be sorted.
The sorted call number is saved in the items.cn_sort or biblioitems.cn_sort fields in the database
Valori preconfigurati in Koha sono:
Dewey
LCC
Generica
Filing rules are mapped to Classification sources. You can setup new filing rules by using the “New filing rule” button. To edit, use the “Edit” button.
Quando crei o modifichi:
Enter a code. The code is limited to 10 characters and must be unique.
Nota
The code is not editable once it has been created.
Enter a description. The description is used in the drop-down list when creating or editing a classification source.
Scegli la regola di normalizzazione: dewey, generic, lcc
The Dewey filing routine generates a sorted call number by following these rules:
Concatenates classification and item parts.
Converts to uppercase.
Removes any leading or trailing white spaces, and forward slashes (/)
Separates alphabetic prefix from the rest of the call number
Splits into tokens on white spaces and periods.
Leaves first digit group as is.
Converts second digit group to 15-digit long group, padded on right with zeroes.
Converts each whitespace to an underscore.
Removes any remaining non-alphabetical, non-numeric, non-underscore characters.
The generic filing routine generates a sorted call number by following these rules:
Concatenates classification and item parts.
Removes any leading or trailing white spaces.
Converts each whitespace to an underscore.
Converts to uppercase.
Removes non-alphabetical, non-numeric, non-underscore characters.
The LCC filing routine generates a sorted call number by following these rules:
Classification splitting rules
Splitting rules determine how call numbers are split when printed on a spine label.
Nota
Splitting rules are only used if your label layout specifies to split call numbers.
For example, a Dewey call number such as “636.8/07 SHAW” will become
636.807
SHAW
once printed on a spine label.
Valori preconfigurati in Koha sono:
Dewey
LCC
Generica
Splitting rules are mapped to Classification sources. You can setup new splitting rules by using the “New splitting rule” button. To edit, use the “Edit” button.
Quando crei o modifichi:
Enter a code. The code is limited to 10 characters and must be unique.
Nota
The code is not editable once it has been created.
Enter a description. The description is used in the drop-down list when creating or editing a classification source.
Choose an appropriate splitting routine - Dewey, Generic, LCC or RegEx
The Dewey splitting routine looks for the three digits and the decimal, puts it on one line with the other parts (Cutter, prefix, etc.) each on a separate line (generally split on spaces).
The Generic splitting routine splits on spaces.
The LCC splitting routine puts each component on a separate line.
The RegEx splitting routine allows you to create a custom splitting routine.
Some examples of RegEx splitting routines:
Split on spaces:
s/\s/\n/g
Split on equal signs (=):
s/(\s?=)/\n=/g
Split on forward slashes (/):
s/(\s?\/)/\n/g
Remove first split if call number starts with J or K:
s/^(J|K)\n/$1 /
Cut after 9 characters:
s/(^.{9})/$1\n/
It is possible to mix and match RegEx splitting routines by clicking the “New” link just under the RegEx input box.
For example, if you want to cut after nine characters AND split on spaces, you can write both and the call number “971.42805092 C669r” will be split
971.42805
092
C669r
Record matching rules
Le regole di match sono usate quando si importano record MARC in Koha.
Get there: More > Administration > Catalog > Record matching rules
Nota
Only staff with the manage_matching_rules permission (or the superlibrarian permission) will have access to this section.
The rules that you set up here will be referenced with you Stage MARC records for import.
It is important to understand the difference between “Match points” and “Match checks” before adding new matching rules to Koha.
Match points are the criteria that you enter that must be met in order for an incoming record to match an existing MARC record in your catalog. You can have multiple match points on an import rule each with its own score. An incoming record will be compared against your existing records (“one record at a time”) and given a score for each match point. When the total score of the match points matches or exceeds the threshold given for the matching rule, Koha assumes a good match and imports/overlays according your specifications in the import process. An area to watch out for here is the sum of the match points. Double check that the matches you want will add up to a successful match.
Esempio:
Soglia di 1000
Match point on 020$a 1000
Match point on 022$a 1000
Match point on 245$a 500
Match point on 100$a 100
Nell’esempio precedente, un match sul campo 020$a o 022$a comporta una coincidenza. Un match su 245$a titolo e 100$a autore (ma non 020$a o 022$a) raggiungerà quota 600 ma non costituisce un match. E un match su 020$a e 245$a raggiunge quota 1500, che è quindi coincidenza, e i restanti 500 punti sono superflui. Il record entrante coincide con lo 020$a senza la necessità della coincidenza con il 245$a. Tuttavia, se si assegna un punteggio di 500 al 100$a, un match con 245$a titolo e 100$a autore verrà considerato sufficiente (totale 1000) anche se non c’è match su 020$a.
Match checks are not commonly used in import rules. However, they can serve a couple of purposes in matching records. First, match checks can be used as the matching criteria instead of the match points if your indexes are stale and out of date. The match checks go right for the data instead of relying on the data in the indexes. (If you fear your indexes are out of date, a rebuild of your indexes would be a great idea and solve that situation!) The other use for a match check is as a “double check” or “veto” of your matching rule. For example, if you have a matching rule as below:
Soglia di 1000
Match point on 020$a 1000
Match check on 245$a
Koha controllerà anzitutto il 020$a per vedere se il record in importazione coincide per ISBN con uno in catalogo. In caso positivo, verificherà confrontando i campi 245$a del titolo. Se coincidono anch’essi, Koha prosegue considerando valida la coincidenza. Se i 245$c non coincidono, Koha considera i due record diversi. I criteri di coincidenza formano uno strumento molto potente.
Quando si creano nuove regole di match per i record di autorità, saranno usati i seguenti indici:
Nome fondo |
Matches MARC tag |
---|---|
LC-cardnumber |
010$a |
Personal-name |
100$a |
Corporate-name |
110$a |
Nome di convegno |
111$a |
Title-uniform |
130$a |
Termine cronologico |
148$a |
Nome comune usato come soggetto |
150$a |
Code-geographic |
151$a |
Term-genre-form |
155$a |
Table: Authority indexes
Adding matching rules
Per creare una nuova regola di corrispondenza:
Click “New record matching rule”
Scegli un nome univoco e inseriscilo nel campo “Codice della regola di match”
“Descrizione” è un testo libero per aiutare nella scelta della regola
“Soglia di match” è il numero totale di punti che un record deve accumulare perché venga dichiarata la “corrispondenza”
“Tipo di record” è il tipo di importazione per il quale si applica questa regola - record di autorità o bibliografici
I punti di match sono definiti per determinare quali campi confrontare
“Search index” can be found by looking at the index configuration on your system. For Zebra you might find the right index names in your ccl.properties file. You can also find useful information in the Koha search indexes chapter of this manual.
“Score” - The number of “points” a match on this field is worth. If the sum of each score is equal or greater than the match threshold, the incoming record is a match to the existing record.
Enter the MARC tag you want to match on in the “Tag” field.
Enter the MARC tag subfield you want to match on in the “Subfields” field. For matching on controlfields like 001 the subfields input field can be left empty.
“Offset” - Da usare nei campi di controllo, 001-009
“Lunghezza” - Da usare nei campi di controllo, 001-009
There are currently several options for “Normalization rules”:
None - no normalization rule will be applied
Remove spaces
Uppercase
Lowercase
Legacy default - this option was added to maintain the behavior form before the other normalization rules became available.
ISBN - using this option will improve matching on ISBN. If your incoming records ISBN fields contain extra text, like “9780670026623 (alk. paper)”, they will still match correctly.
“Required match checks” - While match points work on the search index, match checks work directly on the data and can be used as the matching criteria instead of the match points or in addition to them to confirm true matches.
Sample bibliographic record matching rule: Control number
Soglia di corrispondenza: 100
Record type: Bibliographic record
Nota
In order to match on the 001 in authority records, you will need to create a second rule, repeating all of these values and change just the record type to “Authority record”.
Matchpoints (just the one):
Search index: control-number
Score: 100
Tag: 001
Nota
In MARC21, this field is for the control number assigned by the organization creating, using, or distributing the record.
Subfields: empty
Offset: 0 or empty
Length: 0 or empty
Normalization rule: None
Required match checks: none (click “Remove this match check”)
Record sources
Version
This section was added to Koha in version 24.05.
Record sources are used to indicate where records come from and optionally prevent records from specific sources to be edited in Koha.
This is particularly useful in instances where records are catalogued in another system and pushed to Koha. Sometimes, in those cases, it’s best to edit the records in the source system rather than in Koha.
Nota
Only staff with the manage_record_sources permission (or the superlibrarian permission) will have access to this section.
Adding a record source
To add a record source,
Click “New record source”
Fill out the form
Name: enter the name of the source
Can be edited: if this box is checked, records from this source will be editable in Koha. If it is not checked, only staff members with the edit_locked_records permission will be able to edit the records.
Clicca “Invia”
Editing a record source
To edit a record source, click the “Edit” button next to the source.
Deleting a record source
To delete a record source, click the “Delete” button next to the source and confirm.
Record overlay rules
Record overlay rules allow for defining rules for how incoming and original MARC records should be merged on a field tag and context basis when a MARC record is updated.
Nota
Only staff with the manage_marc_overlay_rules permission (or the superlibrarian permission) will have access to this section.
Contexts
Let’s first focus on understanding the concept of contexts.
Contexts are defined by «module» and «filter» enabling separate rule sets for different contexts.
By setting different filter values for these modules, rules are applied only when the filter value matches for a particular module. A wildcard; «*», can be used to match all possible filter values.
There are three different context modules:
- borrower
Allows for defining rules that will be applied if the currently logged in user’s borrower number matches the filter condition.
- categorycode
Allows for defining rules that will be applied if the currently logged in users’s category code matches the filter condition.
- source
Allows for defining rules that will be applied if the record is updated in a particular part of Koha. The following update methods are supported:
batchimport
z39.50
intranet
bulkmarcimport
import_lexile
batchmod
A context is really nothing but a module and filter combination. Every time a record is updated i Koha, a context is set an filter values populated with context dependent values.
Examples of two different contexts are saving record in the staff client or the currently logged in user having a particular borrower number, for example «12».
These two contexts are define as:
Module: source, filter: intranet
Module: borrower, filter: 12
Only the rules of one context, that is a module and filter combination, are applied. If multiple contexts matches they are not merged together.
If we have the following rules:
Module: source, filter: *, tag: 650, preset: Protect
Module: source, filter: *, tag: 500, preset: Protect
Module: borrower, filter: 12, tag: *, preset: Overwrite
And the context of the update where the rules are applied is:
source => "intranet" (wildcard match)
borrower => 1 (no match)
Only the first two rules will be applied.
If instead the context of rule evaluation was:
source => "intranet" (wildcard match)
borrower => 12 (an exact match, which is considered more specific than a wildcard match)
Only the second rule would be applied, even though the first two rules also matches they will be discarded since the context match of that rule set is of lower specificity because of the wildcard.
Context specificity is ranked in the following way:
First all the rules are grouped into rule sets identified by a unique filter and module combination.
If one or more contexts have a non wildcard filter condition match, the rule set of the context with the module of highest specificity is selected. (The modules are listed in order of specificity above).
If no exact context match is found, but one or more wildcard matches are, the rule set of the context with the module of highest specificity is selected.
If no context matches the default behavior is to overwrite, the original record with the incoming record.
Rules
A rule consists of a three different parts:
- Context
A module and filter to match against as described above.
- Tag
A field tag expression for defining which tag(s) the rule should be applied on. Three different tag expressions are supported:
An exact tag, for example «650».
A regular expression, for example «6..» matching all 6XX tags.
A wildcard, «*», matching all tags
When rules for a specific context are evaluated, the most specific match is selected. The tag expressions above are listed in order of specificity.
- Actions
Each rule defines a set of actions to take depending on the type of update. There are four types of update events: Added, Appended, Removed and Deleted. For each event an action is specified, whether to perform the update, or to skip it.
By enabling/disabling updates for these different events 16 different update behaviors can be defined. There are presets available for the most common/useful combinations:
Preset |
Added |
Appended |
Removed |
Deleted |
---|---|---|---|---|
Protect |
Skip |
Skip |
Skip |
Skip |
Overwrite |
Add |
Append |
Remove |
Delete |
Add new |
Add |
Skip |
Skip |
Skip |
Add and append |
Add |
Append |
Skip |
Skip |
Protect from deletion |
Add |
Append |
Remove |
Delete |
Protect
Added: Skip, Appended: Skip, Removed: Skip, Deleted: Skip
The «Protect» preset will prevent all updates on matching fields, protecting them from being overwritten.
Given this rule:
Module: source, filter: *, Tag: 650, Preset: Protect
And the following original and incoming records:
100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
The 650 field of the original record will retain its original value after the update (but since the default behavior if no rule matches is to overwrite, the 500 field will be added):
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
Overwrite
Added: Add, Appended: Append, Removed: Remove, Deleted: Delete
The «Overwrite» preset will allow all updates on matching fields.
Since the default behavior is to overwrite if no rule matches, adding a rule with the overwrite preset only makes sense if there is some other rule with a lower tag specificity with a different behavior, for example a wildcard tag rule.
So given these two rules:
Module: source, filter: *, Tag: *, Preset: Protect
Module: source, filter: *, Tag: 650, Preset: Overwrite
And the following original and incoming records:
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
Incoming record:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
All fields but 650 will be protected on the original record, and the resulting record will be:
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
Add new
Added: Add, Appended: Skip, Removed: Skip, Deleted: Skip
The «Add new» allow updates only if the incoming field is new, that is there exists no fields with this tag in the original record.
Given this rule:
Module: source, filter: *, Tag: 650, Preset: Add
And the following original and incoming records:
100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
The 650 in the incoming record will not overwrite the 650 field in the original record since the original record contains one or more 650 fields. The 500 field will be added since the default rule is to overwrite. The resulting record will be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
On the other hand, if the original record was:
100 1#$aTerrace, Vincent,$d1948-
The resulting record will be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
This is because there were no 650 fields in the original record, so adding new ones is permitted.
Add and append
Added: Add, Appended: Append, Removed: Skip, Deleted: Skip
In the «Add and append» preset, appending is also permitted, but not removing or deleting.
So if we have the following rule:
Module: source, filter: *, Tag: 650, Preset: Add and append
And the following original and incoming records:
100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
The resulting record will be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
Note that the «old» 650 field from the original record was not removed since we only allow adding or appending new values.
If we instead used the «Overwrite» preset the resulting record would instead be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
with the 650 field of the original record removed.
Protect from deletion
Added: Add, Appended: Append, Removed: Remove, Deleted: Skip
The preset «Protect from deletion» will allow all update operations except deletion. Deletion is defined as when there are no fields of the matching tag in the incoming record so that all of the fields with this tag would be removed on the original record.
So given the following rule:
Module: source, filter: *, Tag: 650, Preset: Protect from deletion
And the following original and incoming records:
100 1#$aTerrace, Vincent,$d1948-
650 #0$aTelevision serials$zUnited States$vCatalogs.
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
The resulting record will be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision pilot programs$zUnited States$vCatalogs.
On the other hand, if the incoming record was:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
In this case the deletion of 650 would not be permitted and the value of the field on the original record would be protected. The resulting record would instead be:
100 1#$aTerrace, Vincent,$d1948-
500 ##$aIncludes index.
650 #0$aTelevision serials$zUnited States$vCatalogs.
Custom presets
To work with custom presets, a more complete understanding of the update events is required:
- Added
For a matching rule with a tag, the action configured for the «Added» event is applied for new fields in the incoming record if the original record has no fields with that tag. If the action is «Add» they will be added to the original record, if «Skip» they will be thrown away.
- Appended
If the two record have common fields with the rule tag, that is one or more fields with identical subfield and identifier values, the action configured for the «Appended» event is applied for fields found in incoming record but not in original record. If the action is «Append» they will be added to the original record, if «Skip» they will be thrown away.
- Removed
If the two records have common fields with the rule tag, the action configured for the «Removed» action is applied for fields found in original record but not in incoming record. If the action is «Remove» they will removed from the original record, if «Skip» they will be kept.
- Deleted
If the original record have fields with the rule tag, but no fields with this tag is found in the incoming record, the action configured for the «Deleted» event is applied for the fields in the incoming record. If the action is «Delete» the fields will be removed from the original record, if «Skip» they will be kept.
OAI sets configuration
In questa pagina puoi creare, modificare e cancellare i set di OAI-PMH
Nota
Only staff with the manage_oai_sets permission (or the superlibrarian permission) will have access to this section.
Crea un set
Per creare un set:
Click sul link “Aggiungi un nuovo set”
Compila i campi obbligatori “setSpec” e “setName”
Poi puoi aggiungere una definizione a questo set. Clicca su “Aggiungi una descrizione” e compila il campo. Puoi aggiungere quante descrizioni vuoi.
Clicca il bottone “Salva”
Modify/delete a set
Pre modificare un set clicca il link “Modifica” sulla linea del set che vuoi modificare. Apparirà un form simile a quello per creare i set; esso ti permette di modificare setSpec, setName e le descrizioni.
Per cancellare un set, clicca sul link “Cancella” che si trova sulla linea del set che vuoi cancellare.
Definisci le equivalenze (mapping)
Here you can define how a set will be build (what records will belong to this set) by defining mappings. Mappings are a list of conditions on record content.
Indica “Campo”, “Sottocampo” e “Valore”. Per esempio se vuoi includere in questo set i record che hanno 999$9 uguale a “XXX”, riempi “Campo” con 999, “Sottocampo” con 9 e “Valore” con XXX.
If you want to add another condition, click on “Add” button and repeat step 1. You can choose between “and” or “or” Boolean operators to link your conditions.
Clicca “Salva”
Per cancellare una condizione, lascia vuoto uno tra “campo”, “sottocampo” o “valore” e clicca su “Salva”.
Nota
Una condizione è vera se il valore del corrispondente sottocampo è strettamente uguale al valore usato nell’if. Un record che ha 999$9 = “XXX YYY” non apparterrà al set con condizione 999$9 = “XXX”.
Ed è sensibile alle maiuscole: un record con 999$9 = “xxx” non soddisfa la condizione 999$9 = “XXX”.
Crea sets
Una volta che hai configurato i set, devi costruirli. Questo si fa usando lo script misc/migration_tools/build_oai_sets.pl.
Campi per ricerca di copie
Da qui è possibile aggiungere campi personalizzati all’opzione Ricerca copie nell’interfaccia dello staff.
Nota
Only staff with the manage_item_search_fields permission (or the superlibrarian permission) will have access to this section.
Per aggiungere un nuovo indice di ricerca è sufficiente riempire l’area “Aggiungere un nuovo campo”
«Nome» è un campo per te per identificare il termine di ricerca
L’etichetta apparirà nella pagina di ricerca sulle copie
«Campo MARC» ti permette di selezionare su quale campo vuoi che avvenga la ricerca
«Sottocampo MARC» indica il sottocampo su cui vuoi ricercare
Authorized values category can be used to turn this search field in to a pull down instead of a free text field
Quando il nuovo campo è stato aggiunto, diventa visibile all’inzio di questa pagina e nella pagina di ricerca sui dati di copia
Search filters
Search filters are custom searches or filters that can be applied to search results.
This functionality is enabled on using the SavedSearchFilters system preference.
Nota
This section will only be visible if the SavedSearchFilters system preference is enabled.
Nota
Only staff with the manage_search_filters permission (or the superlibrarian permission) will have access to this section.
Search filters are added by searching the catalog through the staff interface.
This page is used to manage existing search filters.
You can make changes to each search filter by clicking on the action buttons on the right.
Edit filter: change the name of the filter, and its availability in the OPAC or staff interface
Edit search: clicking this button will bring you to the advanced search form, with the filter already applied. You can change the search parameters, and click “Save filter” at the top of the page.
Delete: clicking this button will delete the filter.
Avvertimento
There is no confirmation when deleting a search filter. Once you click “Delete”, the filter will be deleted immediately.
Nota
Search filters can be used as pre-defined search URLs that you can use on your website or in HTML customizations.
Search filters are available through relatively short links.
<OPACBaseURL>/cgi-bin/koha/opac-search.pl?limit=search_filter:<Id of filter>
Use this URL anywhere to link directly to the search.
Search engine configuration
Once you have switched to Elasticsearch in your SearchEngine system preference, you’ll see a new link for Search engine configuration in the Catalog section of Administration. Here you will manage indexes, facets, and their mappings to MARC fields and subfields.
Nota
Only staff with the manage_search_engine_config permission (or the superlibrarian permission) will have access to this section.
The page is separated in three tabs: search fields, bibliographic records, and authority records.
Importante
If you change anything in this page, you need to completely reindex your records, otherwise, only records added or edited after the change will be affected.
Pericolo
Any change done through the interface will be lost if you click on
“Reset mappings” or if the rebuild command is run with the --reset
or -r
parameter. The “Reset mappings” button and the --reset
parameter reset the settings to the defaults.
Search fields
The search fields tab in the search engine configuration page show all the search fields used by Elasticsearch in Koha.
The table shows:
Name: the name of the search field, as defined in the mappings file.
Aliases: some fields have aliases, for example, «author» can also be «au». These are hardcoded and cannot be changed.
Label: some fields have labels that are different from their name. These are used as the facet header when the field is used as a facet.
Type: the type influences how the data is stored and how it is searched.
Boolean: a 0 / 1 (no / yes) value.
Call Number: a call number influenced by the classification source.
Date: a date stored in ISO format.
Geo point: a geographic latitude and longitude value.
Version
The Geo point type was added to Koha in version 24.05.
ISBN: ISBN standard number.
Number: a number.
Std. Number: a number.
String: a simple string of characters.
Sum: a sum of values.
Year: a four-digit year number.
Weight: a positive numerical value assigned to that search field to make it more «important» in a simple search. The higher the value, the more «important» this field is in the relevancy sorting.
Nota
Weighted search only works for bibliographic search, not authority search. It also only works for the simple search, unless the “Apply field weights to search” option in the advanced search is selected.
Searchable: whether this field is used in the staff interface or the OPAC.
Adding search fields
Version
The possibility of adding search fields was added to Koha in version 24.05.
It is possible to add search fields from this table. Add the search field information in the last row of the table, and click the “Add” button at the end of the row.
Deleting search fields
Version
The possibility of deleting added search fields was added to Koha in version 24.05.
It is possible to delete search fields that were added manually. The default search fields cannot be deleted because they are necessary for Koha to work properly.
To delete a search field, click the “Delete” button at the end of the row.
Bibliographic records
The bibliographic records tab in the search engine configuration page shows the MARC mappings for each search field used by Elasticsearch in Koha.
Nota
The default mappings are described in the Elasticsearch indexes section of the Searching chapter.
The table shows:
Search field: the corresponding search field (as defined in the search fields tab). Search fields can be repeated to include several MARC fields.
Sortable: indicates whether this mapping should be used in the sorting for this search field. For example, in MARC21, the title index has several different title fields, but only the 245 field is used for sorting.
Facetable: indicates whether this mapping can be used in the facets.
Version
Facet configuration was added to Koha in version 24.05.
Suggestible: indicates whether this mapping is used in the browse search.
Searchable: indicates whether this mapping is used for searching.
Filter: the type influences the way values are indexed.
Punctuation: removes punctuation.
None: values are indexed as they are.
Version
Filters were added to Koha in version 23.11.
Mapping: indicates the MARC field mapped to that search field.
Nota
Mappings can include whole fields or only specific subfields. In the case of subfields, they can be indexed individually or as a single value.
For example:
520
will index all the contents of the 520 field. Each subfield in the field will be indexed individually.100a
will index only the contents of 100$a.020az
will index only the contents of subfields $a and $z of field 020. They will be indexed individually.245(abp)
will index only the contents of subfields $a, $b and $p of field 245. They will be indexed as one entry.
For fixed-length fields, the syntax is as follows :
leader_/6
will index position 6 of the leader (000).007_/0
will index position 0 of field 007.008_/39
will index position 39 of field 008.008_/15-17
will index positions 15 to 17 of field 008, as one entity.
Adding mappings
To add a mapping, add the information in the last row of the table and click the “Add” button at the end of the row.
Importante
Remember that if you change anything in this page, you need to completely reindex your records, otherwise, only records added or edited after the change will be affected.
Pericolo
Any change done through the interface will be lost if you click on
“Reset mappings” or if the rebuild command is run with the --reset
or -r
parameter. The “Reset mappings” button and the --reset
parameter reset the settings to the defaults.
Deleting mappings
To delete a mapping, click the “Delete” button at the end of the row.
Some mappings are necessary for Koha to function properly and cannot be deleted.
Importante
Remember that if you change anything in this page, you need to completely reindex your records, otherwise, only records added or edited after the change will be affected.
Pericolo
Any change done through the interface will be lost if you click on
“Reset mappings” or if the rebuild command is run with the --reset
or -r
parameter. The “Reset mappings” button and the --reset
parameter reset the settings to the defaults.
Facet order
This section allows you to customize the facets, as displayed in the search results in the OPAC and staff interface.
Search field: the corresponding search field (as defined in the search fields tab).
Label: the search field’s label (as defined in the search fields tab).
Version
This column was added to Koha in version 23.11.
Authorized value category: for some facets, it is possible to define an authorized value category that will manage the text displayed for the facet items. Some facets have hardcoded authorized value categories, such as LOC for location and CCODE for collections.
Version
This option was added to Koha in version 23.11.
To reorder the facets, simply drag and drop the row where you want it.
To rename facets, you need to change the label in the search fields tab.
To delete a facet, click the “Delete” button.
Attenzione
In Koha versions 23.11 and earlier, it is not possible to delete facets. But it is possible to uncheck the “Display” checkbox to hide them from the search results.
To add a new facet,
first, add the search field,
then add mappings to that search field, making sure to set “Facetable” to “Yes”,
finally, add the facet in the facet order table, using the last row to enter the values, and click the “Add” button at the end of the row.
Version
The option to add facets was added to Koha in version 24.05.
Acquisizioni
Il modulo Acquisizioni di Koha fornisce uno strumento grazie al quale la biblioteca può registrare gli ordini fatti ai fornitori e gestire i budget di spesa.
Prima di utilizzare il Modulo Acquisizioni , si deve fare in modo di aver completato tutto il set up.
Vai a: Più > Amministrazione > Parametri per le acquisizioni
Currencies and exchange rates
Se hai fatto ordini relativi a più nazioni, dovrai indicare i cambi per ogni valuta, in modo che il sistema possa fare i calcoli esatti dei totali.
Nota
Only staff with the currencies_manage permission (or the superlibrarian permission) will have access to this section.
Get there: More > Administration > Acquisitions > Currencies and exchange rates
Nota
You can customize the columns of this table in the “Table settings” section of the Administration module (table id: currency).
Currency: this is the code for the currency. For default currencies, the ISO code is used as currency code (for example “USD” for the US dollar). The ISO code will be used when importing MARC files via the staging tools. The tool will attempt to find and use the price of the currently active currency.
Rate: the rate will be used to calculate the price in the active currency.
Nota
Questi dati non sono aggiornati automaticamente, bisogna essere sicuri di mantenerli aggiornati in modo che la contabilità sia corretta.
Symbol: this is the symbol for the currency (for example, $ for USD, or € for EUR).
Last updated: this is the date when the currency was last updated in Koha.
Active: the active currency is the main currency you use in your library. The active currency will have a check mark in the “Active” column. If you don’t have an active currency you will see an error message telling you to choose an active currency.
The active currency must have a rate of 1. There can only be one active currency.
Archived: archived currencies will have “Yes” in this column. Archived currencies cannot be used in the acquisitions module.
Nota
It is currently not possible to manually archive currencies. Currencies will be archived if Koha is updated and a currency that was used previously in the acquisitions module was deleted.
Actions: use the buttons to edit or delete currencies.
Nota
If a currency was used at least once, it will not be possible to delete it.
Adding a new currency
If a currency that you use is not already in your system, you can create it.
Click “New currency”.
Fill out the form.
Currency: enter a code for the currency, this can be the ISO code, or another code. This is what will be displayed in the acquisitions module.
Nota
If you decide to use a custom code here, make sure to fill out the ISO code with the correct code for the currency. This will ensure that prices are calculated according to the rate.
Nota
This field is limited to 10 characters.
Rate: enter the rate of this currency relative to your active currency.
Symbol: enter the symbol for the currency (for example, $ for USD, or € for EUR).
ISO code: enter the ISO code for the currency (for example “USD” for the US dollar). This field is optional. If this field is empty, Koha will use the currency code (above) as the ISO code for price calculations.
Last updated: this will be filled automatically with today’s date, it is not possible to manually change this date.
Space separation between symbol and value: if checked, Koha will display the price with a space before the currency symbol (for example, 10.99 $ rather than 10.99$).
Active: check this box if this currency is the default currency used in the acquisitions module. Note that there can only be one active currency and that the active currency’s rate must be 1.
Click “Submit”.
Editing a currency
If you often order from other countries, it will be necessary to update the exchange rate regularly in order to calculate the prices precisely.
To edit an existing currency,
Click the “Edit” button to the right of the currency in the currencies table.
Change the rate, or other value.
Nota
Note that the currency code and the last updated date cannot be edited.
Click “Submit”.
Deleting a currency
If there are currencies that you never use, it is possible to delete them.
From the currencies table, click the “Delete” button to the right of the currency.
Avvertimento
Currencies that have been used at least once in the acquisitions module cannot be deleted.
Budgets
Budgets are used for tracking accounting values related to acquisitions. For example you could create a budget for the current year (ex. 2015) and then break that into funds for different areas of the library (ex. Books, Audio, etc).
Vai a: Più > Amministrazione > Parametri per le acquisizioni > Budgets
Nota
Staff members must have the period_manage permission (or the superlibrarian permission) in order to access the budgets administration page.
It is recommended to minimally give the following permissions to staff members who need to manage budgets, since these are interdependent:
Nella pagina di amministrazione dei budget ci sono due sezioni: una per gli attivi una per i non attivi.
Aggiunta di budget
Budgets can either be created from scratch or by duplicating the previous year’s budget.
Nota
Staff members must have the period_manage permission (or the superlibrarian permission) in order to create new budgets or duplicate existing budgets.
Adding a new budget
If you haven’t used Koha before for acquisitions, you’ll need to start fresh with a new budget.
To add a new budget,
Click the “New budget” button.
Fill out the form:
Start date (mandatory): choose the starting date for the time period this budget is for. This can be the start of the calendar year, fiscal year, academic year, quarter, etc.
End date (mandatory): choose the ending date for the time period this budget is for.
Description (mandatory): enter a description for this budget. The description should be something that will help you identify the budget when ordering.
Total amount: enter the amount for the budget. Do not use any symbols, simply enter the amount of the budget with numbers and decimals.
Make budget active: marking a budget as active makes it usable when placing orders in the acquisitions module, even if the order is placed after the budget end date. This will allow you to record orders that were placed in a previous budget period.
Lock budget: locking a budget means that you will not be able to add funds or add sub funds to this budget, and you will not be able to plan spending. Lock the budget once it is set as you wish.
Click “Save”.
You will be brought back to the list of existing budgets.
Proceed to add funds to the budget.
Duplicating a budget
At the end of the year, or the end of your budget period, you can duplicate the current budget. This will also duplicate all funds, so you don’t have to start from scratch each year or period.
To duplicate a budget,
From the list of budgets, click the “Actions” button on the right.
Choose “Duplicate”.
Alternatively,
From the list of budgets, click on the budget name.
On the screen listing the budget breakdown, click the “Edit” button at the top and choose to “Duplicate budget”.
In both cases, you will be presented with a form to duplicate the budget.
Start date (mandatory): choose the starting date for the time period this new budget is for.
End date (mandatory): choose the ending date for the time period this budget is for.
Description (mandatory): enter a description for this new budget.
Change amounts by: by default, the total amount from the duplicated budget and the original amounts for each fund will be used. However, if needed, you can indicate to change the amounts by a percentage, that can be positive or negative. For example, if your new budget was increased by 2%, enter 2. Inversely, if your new budget was decreased by 2%, enter -2.
If amounts changed, round to a multiple of: if you entered a value in “Change amounts by”, Koha will calculate the amounts automatically. You can force it to round down the amounts. For example, entering “100”, will round down the amounts to the hundreds (5542 will become 5500).
Mark the original budget as inactive: check this box if the original budget should no longer be used, effective immediately. You can always edit the budget later to make it inactive.
Set all funds to zero: check this box if you wish the new budget to contain all the same fund structures as the previous budget but no allocations until you manually enter an amount in the fund.
This will not only duplicate the budget, but all of the funds associated with that budget so that you can reuse budgets and funds from year to year.
When the time comes, you can close the previous budget to move unreceived orders, and, if desired, unspent funds to the new budget.
Editing a budget
Nota
Staff members must have the period_manage permission (or the superlibrarian permission) in order to edit existing budgets.
You can edit existing budgets to make them inactive or lock them to prevent fund changes, for example.
To edit a budget,
From the list of budgets, click the “Actions” button on the right.
Choose “Edit”.
Alternatively,
From the list of budgets, click on the budget name.
On the screen listing the budget breakdown, click the “Edit” button at the top and choose to “Edit budget”
In both cases, you will be presented with a form to duplicate the budget.
Make your changes (see the field descriptions above).
Click “Save”.
Closing a budget
Chiudere un budget per spostare ordini non percepiti e se lo si desidera fondi non spesi da un bilancio precedente per un nuovo bilancio. Prima di chiudere il budget si potrebbe desiderare di duplicare il bilancio dell’anno precedente in modo da avere un posto per gli ordini non percepiti a rotolare a.
Nota
Staff members must have the period_manage permission (or the superlibrarian permission) in order to close existing budgets.
To close a budget,
From the list of budgets, click the “Actions” button on the right.
Choose “Close”
Nota
Budgets without unreceived orders cannot be closed.
Fill out the form.
Select a budget: choose the new budget for the unreceived orders from the dropdown.
Nota
In order for the unreceived orders to be automatically moved to the new budget, the fund structures in the previous budget must exist in the new budget.
Move remaining unspent funds: check this box to move the unspent amounts from the funds of the budget being closed to the selected budget.
Click the “Move unreceived orders” button.
You will be presented with a dialog box that says “You have chosen to move all unreceived orders from “Budget X” to “Budget Y”. This action cannot be reversed. Do you wish to continue?” Budget X is the budget to be closed and Budget Y is the selected budget.
Se tutto è corretto clicca “OK” e gli ordini non ricevuti e, se selezionati, i fondi non spesi saranno spostati.
Aspetta fino a quando non si mostra il “Report dopo ave mosso ordini non ricevuti dal budget X a Y”. Il report elencherà i numeri d’ordine presi in considerazione (raggruppati per fondo) e dira se l’ordine non ricevuto è stato spostato oppure no. Per esempio se il nuovo budget non contiene un fondo con lo stesso nome del prededente budget, l’ordine non viene spostato.
Deleting a budget
In order to delete a budget, it must not have funds. Start by deleting the funds.
Avvertimento
This cannot be undone. Make sure you are certain this budget needs to be deleted. You can make it inactive or close it, instead.
To delete a budget,
From the list of budgets, click the “Actions” button on the right.
Choose “Delete”.
Click “Yes, delete”.
Fondi
Funds are divisions of a budget. For example you could have a budget for the current year (ex. 2015) and then break that into funds for different areas of the library (ex. Books, Audio, etc).
Vai a: Più > Amministrazione > Parametri per le acquisizioni > Fondi
Adding a fund to a budget
A fund is added to a budget. Make sure to add a budget before adding funds.
Nota
If a budget is locked, it will not be possible to add funds.
To add a new fund,
From the list of budgets, click the “Actions” button on the right.
Choose “Add fund”.
Alternatively,
From the list of budgets, click on the budget name.
On the screen listing the budget breakdown, click the “New” button at the top and choose the “New fund for…” option.
In both cases, you will be presented with a form to create the new fund.
Fund code (mandatory): enter a unique identifier for your fund.
Fund name (mandatory): enter a name for the fund. This should be something that staff will understand, as this is what will be displayed when ordering.
Amount (mandatory): enter the amount with only numbers and decimals, no other characters.
Warning at (%): enter a percentage value to have Koha warn you when you have spent this percentage of the fund, to prevent overspending. For example, if you enter 90%, Koha will warn you for each order after 90% of the fund is spent.
Warning at (amount): same as above but for a specific amount of money spent. For example, if you enter 5000, Koha will warn you for each order after 5000 is spent in the fund.
Owner: you can choose to assign this fund to a staff member.
Click “Select owner”.
Search for the staff member in the patron search form.
Nota
Only staff with the budget_modify permission (or the superlibrarian permission) are returned in the search results.
Click “Select” to the right of the staff member’s result.
Nota
A fund can only have one owner.
Nota
In order to limit the use of this fund to the owner, you must choose either “Owner”, “Owner and users” or “Owner, users and library” in the “Restrict access to” field below. Otherwise, adding users will not have any restricting effect.
Nota
Staff members with the order_manage_all permission (or the superlibrarian permission) will be able to use funds regardless of restrictions.
Make sure your staff doesn’t have that permission if you want to restrict access to funds.
Users: you can also add users who will be able to spend in that fund.
Nota
In order to limit the use of this fund to the users, you must choose either “Owner and users” or “Owner, users and library” in the “Restrict access to” field below. Otherwise, adding users will not have any restricting effect.
Nota
Staff members with the order_manage_all permission (or the superlibrarian permission) will be able to use funds regardless of restrictions.
Make sure your staff doesn’t have that permission if you want to restrict access to funds.
Click “Add users”
Search for the staff member in the patron search form.
Nota
Only staff with the budget_modify permission (or the superlibrarian permission) are returned in the search results.
Click “Add” to the right of the staff member’s result.
Nota
You can add as many users as you need.
Click “Close” once all the users have been added.
Library: If this fund is for a specific library, choose it here.
Nota
In order to limit the use of this fund to the library, you must choose “Owner, users and library” in the “Restrict access to” field below. Otherwise, choosing a library will not have any restricting effect.
Nota
Staff members with the order_manage_all permission (or the superlibrarian permission) will be able to use funds regardless of restrictions.
Make sure your staff doesn’t have that permission if you want to restrict access to funds.
Restrict access to: you can restrict who can order from this fund by choosing either the “owner”, “owner and users” or “owner, users and library”.
Avvertimento
Without an owner, the access restriction will be ignored, be sure to enter an owner as well as choose a restriction.
Nota
Staff members with the order_manage_all permission (or the superlibrarian permission) will be able to use funds regardless of restrictions.
Make sure your staff doesn’t have that permission if you want to restrict access to funds.
Notes: any descriptive notes about this fund.
Nota
Notes will only appear on this screen (when editing the fund).
Statistic 1 done on: this is used for statistical purposes. Choose an authorized value category from which to choose values when placing orders using this fund. You will then be able to plan spending and report on spending according to those categories. The default authorized value category Asort1 is created specifically for this purpose, but you can use any authorized value category in this field (CCODE for example to plan spending according to collections).
Statistic 2 done on: same as above, for a second statistical category. The default authorized value category Asort2 is created specifically for this purpose, but you can use any authorized value category.
Nota
Le Categorie di pianificazione sono utilizzati a scopi statistici. Per ulteriori informazioni sulle categorie di pianificazione, controllare FAQ Categorie di Pianificazione.
Click “Submit”.
You will be brought to a list of all of the funds for the budget.
Le colonne della tabella conti sono le seguenti:
Base-level allocated is the “Amount” value you defined when creating the fund
Livello-base ordinato è l’ammontare degli ordini fatti con questo conto (senza i sottoconti)
Totale ordinato è il livello-base degli ordini fatti con questo conto e tutti i suoi i sottoconti
La spesa livello-base è quanto è stato speso con questo conto (senza i suoi sottoconti)
Totale spesa è quanto è stato speso con questo conto compresi tutti i suoi i suoi sottoconti
Livello di base disponibile è 1 - 2
Totale disponibile è 1 - 3
To the right of each fund you will find the “Actions” button under which you will find the “Edit,” “Delete,” and “Add sub fund” options.
Adding a sub fund
A sub fund is a more granular division of the fund. An example would be to have a fund for “Fiction” and under that have a fund for “New releases” and a fund for “Science Fiction.” It is an optional way to further organize your finances.
Nota
If a budget is locked, it will not be possible to add sub funds.
To add a sub fund to a fund,
From the list of all funds, or from the list of funds of a specific budget, click the “Actions” button on the right.
Choose “Add sub fund”.
Fill out the new sub fund form. Fields are the same as for adding a new fund. The only difference is that the form will state the “parent” fund.
Click “Submit”.
Funds with sub funds will show with a small arrow to the left. Clicking that will show you the sub funds.
Deleting funds
It is possible to delete funds, if necessary.
Avvertimento
Deleting a fund in which there are orders will delete those orders. Only delete funds if you are certain it needs to be deleted. It is not possible to undo this.
To delete a fund,
From the list of all funds, or from the list of funds of a specific budget, click the “Actions” button on the right.
Choose “Delete”.
Click “Yes, delete this fund” in the warning message.
Budget planning
Nota
Staff members must have the planning_manage permission, the budget_manage permission, and the period_manage permission (or the superlibrarian permission) in order to access budget planning.
Quando guardi la lista dei fondi clicca su “Pianificazione” e scegli come vuoi pianificare di spendere il tuo budget.
If you choose “Plan by months” you will see the budgeted amount broken down by months.
On the left are filters that can be used to limit what is shown in the table.
Select planning type: choose to plan by months, libraries, itemtypes, or any authorized value category used as statistic 1 or 2 in the funds.
Show my funds only: this will filter out funds of which you are not the owner.
Show active funds only: this will filter out funds that have not been used (no ordered amount).
Show actual/estimated values: this will alter the table to show the ordered amounts as well.
To hide some of the columns, uncheck the boxes at the top of the table.
From here, you can plan your budget spending by manually entering values or by clicking the “Auto-fill row” button. If you choose to auto-fill the form the system will try to divide the amount accordingly, you may have to make some edits to split things more accurately.
Once your changes are made, click the “Save” button.
Nota
If a budget is locked, it will not be possible to edit the values.
To export your data as a CSV file, enter a file name in the “Output to a file named” field, in the “Export” section on the left, and click the “Submit” button.
EDI accounts
Da qui è possibile impostare le informazioni necessarie per connetterti con i fornitori
Nota
Only staff with the edi_manage permission (or the superlibrarian permission) will have access to this section.
Nota
Before you begin you will need at least one vendor set up in acquisitions.
Per aggiungere informazioni di account, fare clic sul pulsante “Nuovo account”.
Nel form che appare puoi inserire le informazioni riguardo il fornitore.
See the EDI questions for vendors section of the acquisitions module chapter for a description of each field.
Ogni fornitore avrà un account.
EANs della biblioteca
Un codice EAN è l’identificativo che il fornitore dà la biblioteca da usare negli invi verso di loro in modo che essi sappiano a chi addebitare la fattura. Un account EDI può avere più EAN.
Nota
Only staff with the edi_manage permission (or the superlibrarian permission) will have access to this section.
Per aggiungere un EAN, fare clic sul pulsante “Nuovo EAN”.
Inserisci i dati forniti dal fornitore nella maschera che appare.
See the EDI questions for vendors section of the acquisitions module chapter for a description of each field.
Additional parameters
Get there: More > Administration > Additional parameters
Identity providers
This section is used to define and manage external identity providers for Koha users. This is used when your users come from an external source, such as student management system, active directory, or other similar databases.
Get there: More > Administration > Additional parameters > Identity providers
Nota
Only staff with the manage_identity_providers permission (or the superlibrarian permission) will have access to this section.
Adding an identity provider
To add an identity provider, click the “New identity provider” button.
Basic configuration
Code: enter a code for this provider.
Nota
The code for the identity provider is limited to 20 characters and can only be composed of letters, numbers, and underscore (_).
Description: enter a name for this provider. This is what you will see in the interface.
Protocol: choose which protocol this identity provider uses.
OAuth
OIDC
Advanced configuration
Configuration: Use this field to enter the configuration specific to the protocol chosen above.
You can click on the “Add default OAuth configuration” button or the “Add default OIDC configuration” button to prefill the field with some default values, which you can change for your own values.
The default OAuth configuration is:
{ "key": "<enter client id>", "secret": "<enter client secret>", "authorize_url": "<enter authorization endpoint>", "token_url": "<enter token endpoint>", "userinfo_url": "<enter user info endpoint (optional)>", "scope": "email" }
The default OIDC configuration is:
{ "key": "<enter client id>", "secret": "<enter client secret>", "well_known_url": "<enter openid configuration endpoint>", "scope": "openid email" }
Mapping: Use this field to define the field mappings from the external database to the Koha borrower fields.
The key is the Koha field from the borrowers table, and the value is the external field.
Nota
You can find all fields of the borrowers table in the database schema.
You can click on the “Add default OAuth mapping” button or the “Add default OIDC mapping” button to prefill the field with some default values, which you can change for your own values.
Both the default OAuth mapping and default OIDC mapping are:
{ "email": "email", "firstname": "given_name", "surname": "family_name" }
If the external fields are nested, you can use periods to separate the levels.
For example, if the firstname is nested like so:
<user> <given_name>First name</given_name> <family_name>Family name</family_name> <email>Email address</email> </user>
Use:
"firstname": "user.0.given_name"
This will fetch the «given_name» field in the first «user» field (0 = first).
Importante
If you plan on using the auto register function (see below), make sure either «userid» or «cardnumber» are present in the mappings.
Importante
Make sure the field for the matchpoint (see below) is included in the mappings.
Matchpoint: choose which field is used to match incoming users to existing users.
Nota
The field chosen here must be included in the mappings (see above).
Icon URL: if you want an icon to show on the login screen for this provider, enter the URL to the image file here.
Domain configuration
Nota
Enter at least one domain for this provider. Once it is saved, you will be able to add more domains to this provider.
Domain: enter the email domain for incoming users.
Nota
Enter an asterisk (*) to include all domains.
Default library: if auto register is enabled, choose at which library new users will be registered.
Default category: if auto register is enabled, choose which patron category will be assigned to new users.
Allow OPAC: choose if patrons of this domain can log into the OPAC with their credentials from this identity provider.
Allow staff: chose if staff members of this domain can log into the staff interface with their credentials from this identity provider.
Auto register: choose whether or not a new patron account is created in Koha when a user from this domain logs in for the first time with their credentials from this identity provider.
Nota
If auto register is enabled, make sure the «userid» or «cardnumber» fields are included in the mappings (see above).
Also make sure the default library and default category are set correctly for new patrons. These will be assigned to the new patrons.
Update on login: choose whether or not the patron account in Koha is updated with the external information when a user from this domain logs in with their credentials from this identity provider.
Avvertimento
Information may be lost if you change it directly in Koha.
Once the form is completed, click “Submit” to save the new identity provider.
You will need to restart Koha once the identity provider is added.
Adding an email domain to an existing identity provider
You will need to add at least one email domain when creating a new identity provider. You can add more by clicking the “Manage domains” button to the right of the identity provider from the main identity providers page, and clicking “New email domain”.
Domain: enter the email domain for incoming users.
Nota
Enter an asterisk (*) to include all domains.
Update on login: choose whether or not the patron account in Koha is updated with the external information when a user from this domain logs in with their credentials from this identity provider.
Avvertimento
Information may be lost if you change it directly in Koha.
Auto register: choose whether or not a new patron account is created in Koha when a user from this domain logs in for the first time with their credentials from this identity provider.
Nota
If auto register is enabled, make sure the «userid» or «cardnumber» fields are included in the mappings of the identity provider.
Also make sure the default library and default category are set correctly for new patrons. These will be assigned to the new patrons.
Default library: if auto register is enabled, choose at which library new users will be registered.
Default category: if auto register is enabled, choose which patron category will be assigned to new users.
Allow OPAC: choose if patrons of this domain can log into the OPAC with their credentials from this identity provider.
Allow staff: chose if staff members of this domain can log into the staff interface with their credentials from this identity provider.
Once the form is completed, click “Submit” to save the new email domain.
Servers Z39.50/SRU
Z39.50 is a client/server protocol for searching and retrieving information from remote computer databases. In short, it’s a tool used for copy cataloging.
SRU (Search/Retrieve via URL) is a standard XML-based protocol for search queries, utilizing CQL (Contextual Query Language), a standard syntax for representing queries.
Using Koha you can connect to any Z39.50 or SRU target that is publicly available or that you have the log in information to and copy bibliographic or authority records from that source.
Get there: More > Administration > Additional parameters > Z39.50/SRU servers
Nota
Only staff with the manage_search_targets permission (or the superlibrarian permission) will have access to this section.
Koha comes with a default list of Z39.50/SRU targets set up that you can add to, edit or delete.
Adding a Z39.50 target
To find additional Z39.50 targets, you can use IndexData’s IRSpy: http://irspy.indexdata.com or the Library of Congress’s list of targets http://www.loc.gov/z3950/. You can also contact individual libraries and ask for their Z39.50 information.
From the main Z39.50 page, click “New Z39.50 server”.
Server name: enter a name that will help you identify the source (such as the library name). It will be saved in capital letters.
Hostname: enter the address to the Z39.50 target.
Port: enter the port number to listen on to get results from this target.
Database: enter the name of the database.
Userid: some servers might be password protected. If that is the case for the server you are trying to add, enter your user ID for that source.
Password: if the server is password protected, enter your password for that source.
Preselected: check this box if you want this target to always be selected by default.
Rank: enter a number representing where in the list you’d like this target to appear. 0 is the top position, then 1, 2, etc.
Se non viene compilato i server saranno ordinati alfabeticamente.
Attributes: enter PQF attributes to be added to all queries.
Syntax: choose the MARC flavor used by this target.
Encoding: choose the character encoding used by this target.
Nota
If you notice special characters don’t appear correctly when you import records through Z39.50, it means the encoding is wrong. Change it to another and try importing again.
Timeout: enter a number of seconds after which to stop trying to search the target if results aren’t found in a reasonable amount of time. It is helpful for targets that take a long while.
Record type: choose if this is a bibliographic or an authority target.
XSLT file(s) for transforming results: enter one or more (comma-separated) XSLT file names that you want to apply on the search results.
Quando si recuperano i record da target esterni si potrebbe desiderare di automatizzare alcune modifiche a tali record. Gli XSLT di permettono di fare questo. Koha è preimpostato con alcuni file di esempio XSLT nella directory /koha-tmpl/intranet-tmpl/prog/en/xslt/ pronti per l’uso:
Del952.xsl: Remove Koha items (field 952) (MARC21)
Del995.xsl: Remove Koha items (field 995) (UNIMARC)
Del9LinksExcept952.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 952$9 (itemnumber) (MARC21)
Del9LinksExcept995.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 995$9 (itemnumber) (UNIMARC)
Click “Save”.
Suggested bibliographic Z39.50 targets
Biblioteche Koha con attivo il server Z39.50 possono condividere l’informazione sul wiki di Koha `http://wiki.koha-community.org/wiki/Koha_Open_Z39.50_Sources. È possibile trovare altre sorgenti Z39.50 visitando IRSpy: http://irspy.indexdata.com
The following targets have been used successfully by other Koha libraries:
ACCESS PENNSYLVANIA 205.247.101.11:210 INNOPAC
CUYAHOGA COUNTY PUBLIC webcat.cuyahoga.lib.oh.us:210 INNOPAC
GREATER SUDBURY PUBLIC 216.223.90.51:210 INNOPAC
HALIFAX PUBLIC catalog.halifaxpubliclibraries.ca:210 horizon
HALTON HILLS PUBLIC cat.hhpl.on.ca:210 halton_hills
LIBRARY OF CONGRESS: lx2.loc.gov:210/LCDB
LONDON PUBLIC LIBRARY catalog.londonpubliclibrary.ca:210 INNOPAC
MANITOBA PUBLIC library.gov.mb.ca:210 horizon
MILTON PL cat.mpl.on.ca:210 horizon
NATIONAL LIBRARY OF WALES cat.llgc.org.uk:210 default
NHUPAC 199.192.6.130:211 nh_nhupac
OCEAN STATE LIBRARIES (RI) catalog.oslri.net:210 INNOPAC
OHIOLINK olc1.ohiolink.edu:210 INNOPAC
PUBCAT prod890.dol.state.vt.us:2300 unicorn
SAN JOAQUIN VALLEY PUBLIC LIBRARY SYSTEM (CA) hip1.sjvls.org:210 ZSERVER
SEATTLE PUBLIC LIBRARY zserver.spl.org:210 HORIZON
TORONTO PUBLIC symphony.torontopubliclibrary.ca:2200 unicorn
TRI-UNI 129.97.129.194:7090 voyager
VANCOUVER PUBLIC LIBRARY z3950.vpl.ca:210 Horizon
Adding an SRU target
From the main Z39.50/SRU page, click “New SRU server”
Server name: enter a name that will help you identify the source (such as the library name).
Hostname: enter the address (URL) to the SRU target.
Port: enter which port to listen on to get results from this target.
Database: enter the name of the database.
Userid: some servers might be password protected. If that is the case for the server you are trying to add, enter your user ID for that source.
Password: if the server is password protected, enter your password for that source.
Preselected: check this box if you want this target to always be selected by default.
Rank: enter a number representing where in the list you’d like this target to appear. 0 is the top position, then 1, 2, etc.
Se non viene compilato i server saranno ordinati alfabeticamente.
Syntax: choose the MARC flavor used by this target.
Encoding: choose the character encoding used by this target.
Nota
If you notice special characters don’t appear correctly when you import records through Z39.50, it means the encoding is wrong. Change it to another and try importing again.
Timeout: enter a number of seconds after which to stop trying to search the target if results aren’t found in a reasonable amount of time. It is helpful for targets that take a long while.
Record type: choose if this is a bibliographic or an authority target.
Additional SRU options: enter additional options of the external server here, like
sru_version=1.1
orschema=marc21
, etc. Note that these options are server dependent.SRU Search field mapping: click “Modify” to add or update the mapping from the available fields on the Koha search form to the specific server dependent index names.
Per raffinare ulteriormente le tue ricerche, è possibile aggiungere i seguenti nomi indicizzati alla mappatura dei campi per la ricerca SRU. Per fare ciò, modifica il server e clicca poi sul bottone Modifica vicino a questi campi.
Titolo
dc.title
ISBN
bath.isbn
Tutti
cql.anywhere
Autore
dc.author
ISSN
bath.issn
Soggetto
dc.subject
ID standard
bath.standardIdentifier
Table: SRU mapping
XSLT file(s) for transforming results: enter one or more (comma-separated) XSLT file names that you want to apply on the search results.
Quando si recuperano i record da target esterni si potrebbe desiderare di automatizzare alcune modifiche a tali record. Gli XSLT di permettono di fare questo. Koha è preimpostato con alcuni file di esempio XSLT nella directory /koha-tmpl/intranet-tmpl/prog/en/xslt/ pronti per l’uso:
Del952.xsl: Remove Koha items (field 952) (MARC21)
Del995.xsl: Remove Koha items (field 995) (UNIMARC)
Del9LinksExcept952.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 952$9 (itemnumber) (MARC21)
Del9LinksExcept995.xsl: Remove links to authorities in bibliographic records ($9), except in the case of 995$9 (itemnumber) (UNIMARC)
Click “Save”.
SMTP servers
Get there: More > Administration > Additional parameters > SMTP servers
This section is used to configure SMTP servers to send emails through Koha.
Nota
Only staff with the manage_smtp_servers permission (or the superlibrarian permission) will have access to this section.
The default STMP configuration is set in the koha-conf.xml file. But this section allows you to add additional servers.
To add a new server,
Click “New SMTP server”
Name (required): give the server a significant name, this is the name that will be displayed in Koha
Host (required): enter the host name or IP address of the server
Port (required): enter the port number provided by your administrator
Timeout (seconds): enter the number of seconds after which an unsent email will result in an error
SSL: choose the security protocol provided by your administrator
Disabled: no security (not recommended)
SSL
STARTTLS
Username: enter the username provided by your administrator
Password: enter the password provided by your administrator
Debug mode: choose whether to enable the debug mode to send additional output to the logs
Default server: choose whether this server is the default one to be used by all libraries
Clicca “Invia”
Once the server is added, you can select it in the library’s details.
Intendi dire:
Get there: More > Administration > Additional parameters > Did you mean?
Nota
Only staff with the manage_didyoumean permission (or the superlibrarian permission) will have access to this section.
Koha può offrire le opzioni “Intendi dire” tramite ricerche basate su valori dei record di autorità.
Importante
Did you mean? only works in the OPAC at this time. The intranet options are here for future development.
Con questa pagina puoi controllare quali opzioni offre Koha agli utenti relativamente ai risultati delle ricerche.
Per attivare la feature “Intendi dire:” nei risultati delle ricerche, devi selezionare la casella vicina ad ogni plugin che vuoi usare. I plugin che puoi scegliere sono:
Il plugin ExplodedTerms suggerisce all’utente di effettuare ricerche per termini più restrittivi, meno restrittivi o correlati (per esempio un utente che cerca New York(Stato) potrebbe cliccare sul termine più restrittivo New York(Città)). È rilevante solo per biblioteche con record di autorità fortemente gerarchici.
Il plugin AuthorityFile cerca sui record di autorità e suggerisce all’utente i record bibliografici associati alle prime 5 intestazioni
Se vuoi che un plugin abbia priorità su un altro, spostalo sopra all’altro, trascinandolo.
Se si sceglie di entrambi i plugin vedrai diverse opzioni nella parte superiore dei risultati di ricerca
Se si sceglie solo l’AuthorityFile, vedrai solo le autorità.
Table settings
This administration area will help you hide or display columns on fixed tables throughout the staff interface and OPAC.
Get there: Administration > Additional parameters > Table settings
Nota
Only staff with the manage_column_config permission (or the superlibrarian permission) will have access to this section.
Cliccando sul modulo di cui vuoi modificare le tabelle e ti saranno mostrate le opzioni disponibili.
Questa area consente di controllare le colonne che compaiono nella tabella in questione. Se nulla è nascosto, non vedrai alcun segno di spunta nella colonna “Nascosto per default”.
E si vedranno tutte le colonne durante la visualizzazione della tabella.
Se le colonne sono nascoste, saranno spuntate nella colonna “Nascosto per default”.
E nascoste quando vedi la tabella.
The “Cannot be toggled” column is used to prevent individual users from showing or hiding this column when viewing the table.
Individual users can toggle columns using the “Columns” button at the top of the table.
For example, in the Currencies table, the “Currency” and “Rate” columns cannot be toggled. When the user clicks on the “Columns” button, they are not able to choose whether these two columns are hidden or visible.
Note that using the “Columns” button show or hide columns will only toggle them for the current user and session. Once the user logs out, the columns will go back to their default settings as set in the table settings administration page. It will not affect any other user.
Module |
Tables |
---|---|
Acquisizioni |
|
Amministrazione |
|
Authorities |
There aren’t any tables that can be configured from the Authorities module. |
Catalog |
|
Cataloging |
|
Circulation |
|
Course reserves |
|
E-resource management |
|
Interlibrary loans |
|
Patrons |
|
Point of sale |
|
Tools |
|
OPAC |
|
Reports |
|
Serials |
|
Nota
Patrons in the OPAC can’t toggle column visibility. For OPAC tables this feature only allows to control the visibility of columns.
Nota
Any tables with columns listed here also have the option to export to Excel, export to CSV, copy, or print within the table header.
Avvisi audio
If you have your AudioAlerts preference set to “Enable” you will be able to control the various alert sounds that Koha uses from this area.
Get there: More > Administration > Additional parameters > Audio alerts
Nota
Only staff with the manage_audio_alerts permission (or the superlibrarian permission) will have access to this section.
Ogni finestra di dialogo in Koha ha una classe CSS assegnata che può essere utilizzata come selettore per un suono.
È possibile modificare le impostazioni predefinite facendo clic sul pulsante “Modifica” a destra di ciascun avviso.
È possibile assegnare avvisi ad altre classi CSS in Koha inserendo tali informazioni nella casella di selezione. Per esempio se si immette
body:contains('Check in message')
Then when you visit the check-in page you will hear an alert.
Ogni pagina in Koha ha un ID univoco nel tag body che può essere utilizzato per limitare un suono a una pagina specifica
Ogni selettore di ID (dove HTML contiene id = «name_of_id») può anche essere un trigger, come: #name_of_selector
Provider SMS
Importante
- This option will only appear if the
SMSSendDriver preference is set to “Email”.
Nota
Only staff with the manage_sms_providers permission (or the superlibrarian permission) will have access to this section.
Nota
Many mobile providers have deprecated support for the SMS::Send::Email feature. It is not recommended for use unless you have a dedicated SMS to Email gateway.
Da qui si possono inserire i fornitori di telefonia mobile, tutti quelli che servono per inviare avvisi SMS agli utenti usando però” la posta elettronica.
Alcuni esempi, validi negli USA:
Mobile carrier |
SMS gateway domain |
---|---|
Alltel |
sms.alltelwireless.com |
AT&T |
txt.att.net |
Boost Mobile |
sms.myboostmobile.com |
Project Fi |
msg.fi.google.com |
Republic Wireless |
text.republicwireless.com |
Sprint |
messaging.sprintpcs.com |
T-Mobile |
tmomail.net |
U.S. Cellular |
email.uscc.net |
Verizon Wireless |
vtext.com |
Virgin Mobile |
vmobl.com |
Table: SMS provider examples
Per aggiungere un fornitore, scrivi i dettagli nel modulo e salvalo.
These options will appear in the OPAC for patrons to choose from on the messaging tab if you have EnhancedMessagingPreferences enabled.
Additional fields
This section is used to add custom fields to order baskets, invoice, serial subscriptions, and accountlines.
Nota
Only staff with the manage_additional_fields permission (or the superlibrarian permission) will have access to this section.
To add a new field, first choose which table you want to add it to.
Order baskets (aqbasket): a field added to aqbasket will appear upon the creation of a new order basket or the modification of an existing order basket in the acquisitions module.
Order lines (aqorders): a field added to aqorders will appear when adding orders to a basket or editing orders in open baskets.
Invoices (aqinvoices): a field added to aqinvoices will appear when viewing an invoice in the acquisitions module.
Subscriptions (subscription): a field added to subscription will appear when creating a new subscription or when editing an existing subscription in the serials module.
Account lines (credit) (accountlines:credit): a field added to account line credits will appear when paying or writing off charges in a patron’s account or when creating manual credits.
Account lines (debit) (accountlines:debit): a field added to account line debit will appear when creating a manual invoice
Click on «Create field»
Fill out the form
Name: this is the name of the field as you want it to appear.
Authorized value category: if you want to add a dropdown menu to the field choose an authorized value category here (you can also create a new authorized value category if you need to).
MARC field: for additional subscription fields, it is possible to link the field to a MARC field. The additional field will be automatically populated with the corresponding record’s value for this MARC field.
Nota
You can only choose one of the two options (authorized value OR MARC field)
Avvertimento
If you choose the MARC field, make sure you enter it in this format: field$subfield
For example: 590$a
Searchable: check this box if you want to be able to search baskets or subscriptions based on this field
Order basket searchable additional fields will be available in the orders advanced search form
Invoice searchable additional fields will be available in the invoice search form
Subscription searchable additional fields will be available in the subscription advanced search form
Examples of additional fields
Vai a: Più > Amministrazione > Parametri di base > Valori autorizzati
You might want to track which department you’re ordering this serial for
In the “Name” field, enter “Department”
In the “Authorized value category” field, choose DEPARTMENT
Check the “Searchable” box
When you are adding a subscription, the field will be in the “Additional fields” section with its authorized values drop-down menu.
When you view the subscription, the field will appear under “Additional fields”.
Because we made the field searchable, it will also be in the serials subscription search.
Example 2: Additional subscription field using MARC field
This is particularly useful if you want to view bibliographic information in the subscription detail page. In this example, we will add the 521$a field, which is, in MARC21, the target audience note.
In the “Name” field, enter “Target audience”
In the “MARC field” field, enter “521$a”
Nota
You will not be able to edit this field from the subscription form. If you need to add or change the value in this field, you must go through the cataloging module.
When you view the subscription, the field and the information from the bibliographic record will appear under “Additional fields”.
Example 3: Free text invoice additional field
If you need to enter additional information in invoices, such as the number of the check used to pay for the invoice, you can choose not to use an authorized value at all.
In the “Name” field, enter “Check #”
Check the “Searchable” box
The new fields will be displayed when viewing the invoice in the acquisitions module.
Because we made the field searchable, it will also be in the invoice search.
Keyboard shortcuts
This section is used to redefine the keyboard shortcuts used in the advanced cataloging editor.
Nota
This section will only appear if the EnableAdvancedCatalogingEditor system preference is enabled.
Nota
Only staff with the manage_keyboard_shortcuts permission (or the superlibrarian permission) will have access to this section.
To change a shortcut, enter the combination of keys to use in the field in the “Shortcut keys” column, and click “Save shortcuts”.
Make sure to follow the key map rules when entering your key combinations:
Separate keys using a hyphen “-”
Control key is “Ctrl”
Alt key is “Alt”
Shift is “Shift”
If combining multiple keys they must be in specified order: Shift-Cmd-Ctrl-Alt