Implementation checklist
Questa guida ti guiderà nelle sezioni di Koha che devi controllare per preparare il sistema all’utilizzo effettivo.
It is not an exhaustive list of everything you need to do. Please consider your own library practices and what other checks are necessary for your own library and context.
Data migration
Prima di poter utilizzare Koha è necessario disporre di alcuni dati. Questo può essere fatto inserendo il tutto a mano, ma la maggior parte delle persone hanno già i loro dati in un formato elettronico di qualche tipo e ha solo bisogno di riformattarli e un po” per l’importazione in Koha.
Create a list of libraries and enter their info and codes into libraries
Definisci il tuo elenco di tipi copia
Definire le vostre categorie di utente, immettere le categorie e i relativi codici in Categorie Utente
Enter any additional patron information fields you use in your library in the patron attributes
This requires that you first enable the ExtendedPatronAttributes system preference if you have custom fields
Definisci tutti i tuoi valori autorizzati
Optionally define cities and towns
Map your bibliographic data dal precedente sistema ai campi di Koha e migrare (ricordando di utilizzare i codici di collezioni, collocazioni, tipo copia e che hai definito prima nelle impostazioni)
Map your patron data dal precedente sistema ai campi di Koha e migrare (ricordando di utilizzare i codici utente e biblioteca definiti in precedenza)
Verificare i dati migrati per essere sicuri che tutto è come ci si aspetta che sia, alcune cose da verificare includono:
Controllare alcuni dei tuoi titoli con segni diacritici e assicurarsi che siano migrati correttamente.
Controllare i titoli che hanno una serie e assicurarsi che le informazioni delle serie siano migrate correttamente.
Assicurarsi che i vostri utenti abbiano le loro informazioni di contatto nei campi giusti.
Se sono stati migrati dei periodici, ricerca questi record nel catalogo e controlla che i loro dati sembrino giusti.
Se sono stati migrati dei periodici, ricerca questi record nel modulo seriali e controlla che i loro dati sembrino giusti.
Controllare i record marc per verificare che una varietà di copie siano catalogate correttamente
Controllo di processo di catalogazione per vedere se tutti i campi necessari sono disponibili
Se vengono spostate le multe, controlla che siano applicate correttamente
Se le prenotazioni vengono migrate, controlla che sia tutto corretto nel catalogo e nella scheda dell’utente
Admin configuration
La maggior parte di queste preferenze non devono essere modificate per utilizzare il sistema di Koha, ma ce ne sono alcune che si potrebbe desiderare di personalizzare.
If your library uses CAS authentication, you’ll want to set the various CAS system preferences
Administration system preferences
KohaAdminEmailAddress : This is the email address that will be used by the system in “from” lines and to send errors to if there is no email set for the branch
noItemTypeImages : Decide if you want to show item type icons in the staff client and opac
csvdelimiter : This value will be put in between fields when exporting data from Koha
virtualshelves : Decide if you want the staff and/or patrons to use lists in Koha
AutoLocation : Require staff to log in to the staff client from a specific IP range
IndependentBranches : Prevent librarians from editing content that belongs to other branches
Entra in Sezione Log delle Preferenze di Sistema e decidi di quali azioni vuoi tenere traccia nei ref:`log <log-viewer-label>
Decide if you’d like to share your library’s information with the Koha community by setting the sharing system preferences.
Decidi quali cron jobs <cron-jobs-label> è necessario eseguire e quando.
If you’re using the long overdue cron job be sure to set your DefaultLongOverdueChargeValue, DefaultLongOverdueLostValue and DefaultLongOverdueDays preferences.
Localization configuration
Koha è utilizzato in tutto il mondo e quindi è necessario assicurarsi che si impostano le tue preferenze di localizzazione affinché tutto in tutta Koha venga visualizzato correttamente per il tuo paese/lingua.
Localization/internationalization system preferences
dateformat : Decide how dates are displayed throughout Koha
opaclanguagesdisplay : Decide if patrons can choose what language the OPAC appears in
OPACLanguages : Decide which languages the patrons can choose from
language : Decide which languages appear in the staff interface
CalendarFirstDayOfWeek : Define your first day of the week
Configurazione della circolazione
Prima di iniziare la circolazione è necessario impostare le regole e le preferenze che la riguardano.
Define your circulation and fines rules
Immetti i days your library is closed per calcolare le multe e quando rendere i prestiti
Circulation system preferences
CircControl : Define whether circulation rules are based on item’s location, patron’s location or transaction location
useDaysMode : Define how due dates are calculated
finesCalendar : Define how fines are calculated (for every late date or only for days the library is open)
SpecifyDueDate : Decide if staff are allowed to override due dates on checkout
SpecifyReturnDate : Decide if you want to let the staff specify an arbitrary return date on checkin
itemBarcodeFallbackSearch : Decide if you want staff to be able to checkout using a keyword search (title, call number, etc)
AutomaticItemReturn : Decide if items are sent back to the owning branch when checked in
todaysIssuesDefaultSortOrder : Decide how items checked out today display on the patron record
previousIssuesDefaultSortOrder : Decide how items checked out prior to today display on the patron record
noissuescharge : Define the maximum amount a patron can owe before checkouts are blocked
ReturnBeforeExpiry : Decide if patrons need to return items before their accounts expire
AllowHoldsOnDamagedItems : Decide if patrons can place holds on items that are marked as damaged
AllowHoldPolicyOverride : Decide if you want the staff to be able to override this setting
maxreserves : Decide how many items a patron can have on hold at once
AllowHoldPolicyOverride : Decide if you want the staff to be able to override this setting
maxoutstanding : Define the maximum amount a patron can owe before holds are blocked
AllowHoldPolicyOverride : Decide if you want the staff to be able to override this setting
ReservesMaxPickUpDelay : Define the number of days before a hold expires
WebBasedSelfCheck : Decide if you want to use the built in web-based self-checkout system
AutoSelfCheckAllowed: Decide se il sistema di self-check richiede login
ShowPatronImageInWebBasedSelfCheck: Decide if you want patron images to show on the self checkout screen
AllowNotForLoanOverride : Decide if you want the staff to be able to checkout items marked as “not for loan”
AllowRenewalLimitOverride : Decide if you want staff to override the limit put on renewals
AllowFineOverride : Decide if you want staff to be able to override fine limits
AllowTooManyOverride : Decide if you want staff to be able to check out more than the limit to a patron
RenewalPeriodBase : Decide what date renewals are based on
finesMode : Switch to “Calculate and Charge” before you go live if you charge fines
NoticeBcc: If you want to receive a copy of every notice, enter your email address
emailLibrarianWhenHoldIsPlaced: Decide if you want an email every time a hold is placed
ReservesControlBranch : Decide which branch’s hold rules are considered first
AudioAlerts: Decide if you want to have sounds for circulation actions
Set the sounds and actions in the audio alerts section of the administration module
FilterBeforeOverdueReport : If you have a large amount of overdues, you might want to turn this preference on so as to allow you to filter before results appear
DisplayClearScreenButton : If you have a lot of staff members sharing one circulation computer you might want to enable this so that staff can clear the screen in between checkouts to protect patrons” privacy
CircAutoPrintQuickSlip : Decide how you want Koha to react if you scan in a blank barcode on the checkout screen
SuspendHoldsIntranet and/or SuspendHoldsOpac : Decide if you want patrons and/or staff to be able to suspend holds
AutoResumeSuspendedHolds : If you allow holds to be suspended decide if you want them to automatically resume on the date entered by the staff and/or patron
- OnSiteCheckoutsDecide if you want to allow items to be checked
out for use within the library
RecordLocalUseOnReturn : Set this to record local use of items when you check them in
Personalizza i tuoi Avvisi & Ricevute
Define your overdue notice triggers
Configura i tuoi cron jobs
Popola la coda delle prenotazioni (ogni 1-4 ore)
Decidi quando scadono le prenotazioni (giornaliero)
Calcola le multe dovute (giornaliero)
Le multe sui prestiti orari sono calcolate quando rientrano le copie
Contrassegna le copie in ritardo da troppo tempo come perse (giornaliero)
Decidi quando il sistema manda messaggi (ogni 1-4 ore)
Decidi quando il sistema mette in coda gli avvisi per i ritardi (giornaliero)
Imposta gli avvisi per le prenotazioni che non invii e che invece stampi (tutti i giorni dopo gli avvisi di ritardo, e la messa in coda dei messaggi)
Decidi quando il sistema invia gli avvisi di prossima scadenza del prestito (giornaliero)
Trova le prenotazioni che devono essere ripristinate e rimuovi la sospensione (giornaliero)
Se vuoi impostare il rinnovo automatico delle copie in prestito configura il rinnovo (notturno)
Patron configuration
Hai probabilmente già importato gli utenti dal vecchio sistema ma ci sono molte opzioni disponibili che riguardano gli utenti e i loro account.
Inserisci i bibliotecari come utenti
Definisci le autorizzazioni di accesso del personale
Patron system preferences
autoMemberNum : Decide if the patron barcodes are auto-generated or if you enter them yourself
MaxFine : Determine the maximum amount that people can owe in fines
NotifyBorrowerDeparture : Decide when to warn staff that the patron account is about to expire
intranetreadinghistory : Decide if the staff can see the patron’s reading/checkout history
BorrowerMandatoryField : List fields that you want to appear as mandatory on the patron add/edit form
BorrowersTitles : Add or change the titles for your patrons
borrowerRelationship : Add or change borrower relationships (child to adult and professional to organization)
AutoEmailNewUser : Determine if the patrons get an email confirming the creation of their account
EnhancedMessagingPreferences : Decide if staff can choose from a series of notices (other than overdues) for patrons
EnhancedMessagingPreferencesOPAC: Decide if patrons can choose from a series of notices (other than overdues) for themselves
patronimages : Decide if you want to save patron pictures in your system
ExtendedPatronAttributes : Decide if you want to enable custom patron fields
minPasswordLength : Enter the minimum number of characters you want passwords to have
BorrowerUnwantedField : Decide what fields your library doesn’t need to see on the patron entry form
Configura i tuoi cron jobs
Decide if you would like children to automatically become adults by setting up the Update patron categories cron job.
Cataloging configuration
Prima di cominciare a catalogare in Koha è bene impostare alcune preferenze e regole.
Define your cataloging templates, or MARC bibliographic frameworks
Run the MARC bibliographic framework test to be sure your changes are valid
Definisci i valori autorizzati che vorresti utilizzare nella catalogazione
Imposta gli schemi di classificazione (se ne usi alcuni differenti da quelli predefiniti)
Set up MARC matching rules for importing records from .mrc files
Imposta i target Z39.50 che vuoi interrogare per la catalogazione e le acquisizioni
Cataloging system preferences
URLLinkText : Enter text to display when 856 fields do not have pre-defined labels
hide_marc : In caso di poca familiarità con MARC, puoi disattivare la visualizzazione dei numeri dei campi MARC
LabelMARCView : Choose how you want duplicate fields to appear on the editor
DefaultClassificationSource : Choose which classification source is the default in your library
advancedMARCeditor : Decide if you want to use the advanced MARC editor
marcflavour : Choose your MARC format
itemcallnumber : Enter which field and subfields to look into for the call number
MARCOrgCode : Enter your MARC organizational code (not the same as your OCLC number)
autoBarcode : Decide if Koha generates item barcodes for you
OpacSuppression : Decide if you want to hide records marked as suppressed from the OPAC search results
Configura i tuoi cron jobs
Decide when the system checks URLs in catalog records to see if they are still valid
Searching configuration
There are several system preferences related to searching, it is not always recommended to make too many changes to these preferences since they are set to get you the most relevant results. If you would like to change the default way that Koha handles searching, view the searching system preferences tab.
Configura i tuoi cron jobs
Searching system preferences
AdvancedSearchTypes : Decide which authorized value fields you want patrons and staff to be able to limit their advanced searches by
AdvancedSearchLanguages : Decide which languages you want people to be able to limit to via the search engine
UseAuthoritiesForTracings : Decide how you want Koha to handle subject searches in the OPAC
TraceCompleteSubfields : Decide how you want Koha to handle subject searches in the OPAC
TraceSubjectSubdivisions : Decide how you want Koha to handle subject searches in the OPAC
displayFacetCount : Decide whether to show facet counts on search results
OPAC configuration
Ci sono molti modi in cui è possibile personalizzare l’OPAC in Koha.
Decidi come vuoi vedere il tuo OPAC e quale contenuto si desidera sulla pagina principale
Creare un’interfaccia personalizzata usando i CSS
Importante
Non modificare i file CSS predefiniti, invece creane uno nuovo, in modo che il sistema possa sempre ripiegare sul CSS originale.
Creare un foglio di stile XSLT personalizzato per modificare la visualizzazione del bib record e i risultati della ricerche in OPAC
OPAC system preferences
OPACBaseURL : Enter your library’s URL
opacuserlogin : Decide if you want to allow patrons to login to the OPAC to access customized functionality (searching will be allowed without logging in)
OPACHoldRequests : Decide if patrons can place holds via the OPAC
OpacPasswordChange : Decide if patrons can change their password (don’t allow this if you’re using LDAP)
OpacRenewalAllowed : Decide if patrons can renew their checked out items via the OPAC
opacreadinghistory : Decide if patrons can view their reading/ checkout history via the OPAC
OPACComments : Decide if you want to allow patrons to comment on bibliographic records via the OPAC
OpacStarRatings : Decide if patrons can leave star ratings
virtualshelves : Decide if you want patrons to be able to create lists
OpacAllowPublicListCreation: If patrons can create lists then decide if they are allowed to create public lists
suggestion : Decide if you want patrons to be able to submit purchase suggestions
OPACViewOthersSuggestions : Decide if you want patrons to be able to see purchase suggestions made by other patrons
opacbookbag : Decide if patrons can save items into their cart
AnonSuggestions : Decide if you want non logged in users to be able to make purchase suggestions
LibraryName : Enter your library name for display in the <title> tag and on the top of the OPAC
OPACNoResultsFound : Enter the HTML that will appear when no results are found
OPACMySummaryHTML : Enter the HTML that will appear in the far right of the circulation summary in the OPAC
Personalizza i fogli di stile:
OPACUserCSS : Enter any additional fields you want to define styles for
opaclayoutstylesheet : Point to a CSS file on your Koha server
OpacHighlightedWords : Decidi se interessa evidenziare i termini di ricerca nei risultati
hidelostitems : Decide if you want to show patrons items you have marked as lost
BiblioDefaultView : Decide what view is the default for bibliographic records on the OPAC
OPACShelfBrowser : Decide if you want to enable the shelf browse functionality
OPACURLOpenInNewWindow : Decide if URLs clicked in the OPAC are opened in a new window
SearchMyLibraryFirst : If you have a multi-branch system decide if you want patrons to search their library first
OpacAuthorities : Decide if you want patrons to be able to search your authority file
OpacBrowser : Decide if you want patrons to browse your authority file (French libraries only)
OPACSearchForTitleIn : Choose which libraries you want patrons to be able to re-run their search in
OpacAddMastheadLibraryPulldown : If you’re a multi-branch system you can add a pull down to the search bar for patrons to search which library to search
EnableOpacSearchHistory : Decide if you want the system to keep a search history
Configura i tuoi cron jobs
If you have the OpacBrowser preference set decide when you want the contents to rebuild (French libraries only)
Se sono attivi i custom RSS feeds, decidi quando devono essere popolati
Editable OPAC regions
Using the HTML customizations tool you can customize various blocks of the OPAC. The following graphic shows what each display location updates.
And “quotes of the day” are managed in the Quote of the day editor
The news tool can be used to add news items to the OPAC’s main page.
The pages tool can be used to add more content pages to the OPAC.
Enhanced content configuration
Koha permette di inserire contenuti da fonti esterne per migliorare il tuo record bibliografico. Tutti questi contenuti possono essere attivati e disattivati utilizzando le preferenze di sistema relative.
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If you would like to have your OPAC and/or staff interface show an “Editions” tab on the bibliographic record, you want to enable one or the other FRBR preferences and then the ISBN service ThingISBN.
Amazon : Questo servizio è gratuito e richiede solo di iscriversi presso http://aws.amazon.com
Utilizzando le preferenze di Amazon è possibile scegliere di mostrare le immagini delle copertine prese da Amazon.
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This is a paid service. Contact Babelthèque to learn how to enable this content in the OPAC.
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This is a paid service from Baker & Taylor. Contact Baker & Taylor for the information to enter into these preferences.
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Questo permette alle biblioteche di incorporare streaming di formati HTML5 nel loro catalogo
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This service is free and does not require registration, simply enable GoogleJackets and you’re set to go.
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This is a paid service from EBSCO. Contact EBSCO for the information to enter into these preferences
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Open Library project è un sistema aperto che fornisce immagini di copertina (e in futuro contenuti aggiuntivi)
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This is a paid service that libraries can subscribe to for ebook content. If the library subscribes to Overdrive they can integrate that content in to Koha for free.
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This is a paid service from Syndetics to add content for your bibliographic records. Contact Syndetics for the information to enter into these preferences.
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Scegliere se si desidera o meno consentire agli utenti di aggiungere tag ai record in Koha.
Acquisitions configuration
Quando si utilizzano le acquisizioni in Koha è necessario prima definire alcuni valori di default.
Imposta fondi & budget
Scegli la valuta di default e inseriscine altre se ordini da più paesi
Inserisci le informazioni del fornitore
Create an framework with the code ACQ (if you’re going to enter item records at the time of ordering or receiving)
Acquisitions system preferences
AcqCreateItem : Decide if an item record is created during acquisition
CurrencyFormat : Decide how you want monetary amounts to display
TaxRates : Enter your sales tax (if you are billed for tax)
OrderPdfFormat : Decide what format you want your print orders to use
Serials configuration
Quando usi il modulo delle risorse in continuazione ci sono alcune opzioni da settare prima di partire.
Serials system preferences
RenewSerialAddsSuggestion : Decide if you want renewing serials to add a suggestion for easy purchasing
RoutingSerials : Decide if you want to route serials around your library
RoutingListAddReserves : Decide if holds are placed on serials when there is a routing list in place
Cataloging system references
StaffSerialIssueDisplayCount : Decide how many of the most recent issues to display in the staff interface
OPACSerialIssueDisplayCount : Decide how many of the most recent issues to display in the OPAC
SubscriptionHistory : Decide how you want the subscription information to display in the OPAC
Planning for go-live
Una volta che avete tutte le vostre impostazioni pronte, è necessario prepararsi per fare partire ilssistema:
Decide if you need training by an outside service provider or if your staff can do the training themselves.
Assicurarsi che ci sia tempo per il vostro staff per giocare con il vostro sistema di prova e mettersi a proprio agio con esso
If this is a migration, work with your previous company to extract data right before you go-live
Decide on URLs for your new Koha OPAC and staff interface and arrange for these to be cut-over if using existing system URLs, or created if they are new URLs
Make sure that if you’re hosting your own system you have a process in place to back-up your system data.