Strumenti

Tutti gli strumenti di Koha eseguono determinate operazioni. Spesso voci del menù Strumenti di Koha corrispondono a report in altri sistemi di gestione di biblioteca.

  • Vai a: Più > Strumenti

Utenti e circolazione

Liste utenti

Nota

Only staff with the manage_patron_lists permission (or the superlibrarian permission) will have access to this tool.

  • Vai a: Più > Strumenti > Utenti e Circolazione > Elenchi utenti

Patron lists are a way to store a group of patrons for modifying patrons in batches, deleting patrons in batches, merging patrons, printing patron card batches, or reporting.

View of all patron lists and New patron list button

To create a new list of patrons click the “New patron list” button.

New patron list form

Click “Save”.

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

Ogni “Lista” ha un menù “Azioni” con altre opzioni.

Action menu available on each patron list

  • Add patrons: add patrons to the list

  • Edit list: edit the list name, or shared status

  • Delete list: delete the list (but not the patrons)

  • Print patron cards: send the patrons in the list to the patron card creator

  • Batch edit patrons: send the patrons in the list to the batch patron modification tool

  • Batch delete patrons: send the patrons in the list to the batch patron deletion tool

To add patrons to the list, click the “Add patrons” link in the “Actions” menu, or click the list name.

Enter the patron’s name or card number in the search box and click on the right result to add the patron.

View of patron list. "mar" is typed in the patron search in the Add patrons section, and a list of patrons whose name contains "mar" is displayed under the field.

When you have found all the patrons to add, click the “Add patrons” button to save them to the list.

View of selected patron ready to be added to the list

Alternatively, you can click on the “Add multiple patrons” link and scan (or type in) card numbers in the box. Then click the “Submit” button to save them to the list.

Form to add multiple patrons to a patron list. There is a link 'Search for patrons', then a choice 'Choose the type of IDs to enter' with radio buttons for either Cardnumbers or Borrowernumbers, and finally a box to add the list of IDs (one ID per line). At the bottom of the form, there is a Submit button.

It is also possible to add patrons to a list from the patron search or from the patron lists tab in the patron record.

The added patrons will be displayed in the list table.

View of all patrons of the list after adding patrons

Nota

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

To delete a list, click the “Actions” button and choose the “Delete list” option.

View of the list of patron lists, the Actions button to the right of a list is pressed and the mouse cursor is on the Delete list option

To delete multiple lists at once, select the lists and click the “Delete selected lists” button at the top of the table.

Version

The option to delete multiple lists at once was added in Koha version 23.11.

Clubs degli utenti

  • Vai a: Più > Strumenti > Utenti e Circolazione > Clubs utenti

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

Importante

Staff will need the clubs permission or sub-permissions to edit clubs, templates and enroll patrons.

Creating a new club template

Nota

Only staff with the edit_templates permission (or the superlibrarian permission) will be able to create or edit club templates.

A club template is a template that will be used to create clubs. You can add fields that can be filled out at the time a new club is created based on the template, or a new enrollment is created for a given club based on the template.

To create a new club template:

  • Click on the “New club template” button.

    Form to create a club template

  • Fill out the form:

    • Name (required): enter a name for the club template. This could be something like “Adult book club”, “Children’s book club” or “Summer reading program”. Remember, these templates will be the starting point for each club you create.

    • Description: enter any additional information.

    • Allow public enrollment: if this box is checked, it will allow patrons to enroll in a club based on this template from the OPAC.

    • Require valid email address: if this box is checked, only patrons with a valid email address can enroll. So they will need a email address to enroll.

    • Library: choose a library to limit the use of this template to staff from a specific library. If you leave it blank, staff from any library will be able to create a new club using this template.

  • Club fields: these fields will be used when creating a club based on this template. For example, this can be the name of the club, the name of the animator, the theme, etc. To add a club field, click on “Add new field”.

    Form to add club fields to a club template

    • Name: enter the text that will be used as the label of the field.

    • Description: enter any additional information about this field.

    • Authorized value category: if you want the field to be a dropdown menu, choose an authorized value category here. If this is left blank, the field will be a simple text field.

  • Enrollment fields: you can add any additional fields you want patrons to fill when they enroll in a club based on this template. To add an enrollment field, click on “Add new field”.

    Form to add enrollment fields to a club template

    • Name: enter the text that will be used as the label of the field.

    • Description: enter any additional information about this field.

    • Authorized value category: if you want the field to be a dropdown menu, choose an authorized value category here. If this is left blank, the field will be a simple text field.

  • Click “Save”.

Creare un nuovo club in base a un modello

Nota

Only staff with the edit_clubs permission (or the superlibrarian permission) will be able to create or edit clubs.

Once the templates are created, you can create actual clubs.

  • Click on the “New club” dropdown menu and select the template you want to use.

    Form to create a new club based on a template called 'Adult book club', it includes custom club fields, Title of the book and Day and time of the meeting

  • Fill out the form with the club information:

    • Name (required): enter the name of the specific club you are creating. This is the name the staff and the patrons will see when enrolling. For example, “Summer 2018 reading club”.

    • Description: enter any additional information about the club.

    • Start date: choose the start date of the enrollment period. Staff and patrons will not be able to enroll in the club before the start date.

    • End date: choose the end date of the enrollment period. Once the club expires, enrollment will not be possible.

    • Library: if this club is limited to a specific library, choose it here. Only patrons from this specific library will be able to enroll. If you leave it blank, patrons from any library will be able to enroll.

    • If there were “Club fields” in the template, they will appear at the bottom of the form.

  • Click “Save”.

Enrolling a patron in a club from the staff interface

Nota

Only staff with the enroll permission (or the superlibrarian permission) will be able to enroll patrons in clubs.

To enroll a patron in a club from the staff interface:

  • Go to the patron’s account.

  • On the “Details” page or the “Check out” page, click on the “Clubs” tab. All ongoing clubs will be displayed in this tab.

    Clubs tab in the patron's record

  • Click on the “Enroll” button.

  • If there were any “Enrollment fields” in the club template, they will appear here.

  • Click “Finish enrollment”.

You can also modify an enrollment by clicking the “Modify enrollment” button, or cancel an enrollment by clicking on the “Cancel enrollment” button.

Enrolling a patron in a club from the OPAC

Se permetti l’iscrizione pubblica, il club sarà visibile nell’OPAC.

  • Patrons have to sign into their account.

  • In the “Your summary” section, they will be able to click on the “Clubs” tab and click the “Enroll” button to enroll.

    A patron's 'Clubs' tab, there are several clubs in which the patron can enroll

  • If there were any “Enrollment fields” in the club template, they will appear here.

  • They can then click “Finish enrollment”.

Patron can also cancel their enrollment to a club by clicking the “Cancel enrollment” button.

Vedere iscrizioni

You can monitor the enrollments in each club by going to the “Patron clubs” tool page and choosing “Enrollment” from the “Actions” button next to the club.

The list of clubs, the Actions button next to one of the clubs is pressed and the mouse cursor is on the Enrollments option

On this page, you will see the patrons enrolled in this club, as well as their answers to the enrollment fields.

A table of the patrons enrolled in a club, the columns are the patrons' names, their card numbers, and there are two additional columns for enrollment fields answers, in this example, Do you need a large print version of the book? and Do you need an audio version of the book?

Version

The values of the club enrollment fields are visible on this page from Koha version 23.11.

In prior versions, you need to create an SQL report to get the values. See this example in the Koha SQL reports library.

Prenotare per un utente di club

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

To place a hold for a patron club from the clubs page:

  • Vai allo strumento club (“Home > Strumenti > Club”).

  • Click the “Actions” button for the club and select “Search to hold”.

    The list of clubs, the Actions button next to one of the clubs is pressed and the mouse cursor is on the Search to hold option

  • Cerca un titolo e seleziona un record.

  • Select “Place hold for [CLUBNAME]” from either the action links for the record,

    Single search result in the staff interface, among the options at the bottom, there is Holds and Place hold for March 2024 Book Club

    or from the “Place hold” action in the menu bar.

    The arrow button next to the 'Place hold' at the top of the search results in the staff interface is pressed and the options are: Place hold, Place hold for March 2024 Book Club, and Forget March 2024 Book Club

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

Form to place a hold for a club

  • Clicca sul bottone “Fai una prenotazione”.

Holds are placed for all club members at once, in a random priority order.

You can also place a hold for a patron club from the bibliographic record. When placing the hold, click on the “Clubs” tab and search for the club’s name. Then click the place hold button.

Club search box when placing a hold for a patron club

Commenti

Nota

Only staff with the moderate_comments permission (or the superlibrarian permission) will have access to this tool.

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

Tutti i commenti aggiunti dagli utenti tramite l’OPAC ai record bibliografici richiedono moderazione dello staff. Se ci sono commenti in attesa di moderazione, saranno elencati sulla pagina principale dello staff sotto il modulo Liste:

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

and next to the Comments tool on the Tools page

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

To moderate comments click on the notification on the main dashboard or go directly to the Comments tool and click “Approve” or “Delete” to the right of the comments awaiting moderation.

List of comments to moderate with action buttons

Se non ci sono commenti da moderare, apparirà un messaggio

List of comments moderation when no comments

Puoi anche rivedere e togliere l’approvazione a commenti che avevi approvato in passato, scegliendo la voce “Approvazione commenti”

List of comments to approved with action buttons

Patron import

Nota

Only staff with the import_patrons permission (or the superlibrarian permission) will have access to this tool.

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

L’importazione utenti può essere usata in qualunque momento per aggiungere utenti in gruppo. Si utilizza titpicamente in scuole o università per nuovi gruppi di studenti da registrare.

Creating a patron import file

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

Importante

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

Importante

Le “password” dovranno essere in chiaro, e saranno convertite in codifica Bcrypt.

Se le tue password sono già criptate, parla con il tuo amministratore di sistema per le opzioni

Importante

Date formats should match your dateformat system preference, and must be zero-padded, e.g. “01/02/2008”. Alternatively you can supply dates in ISO format (e.g. “2008-12-01”).

Importante

Se i tuoi dati contengono caratteri speciali, assicurati di usare UTF-8.

Nota

Se si caricano gli :ref:` attributi utente <patron-attribute-types-label>`, il campo “patron_attributes” deve contenere un elenco delimitato da virgole dei tipi di attributi e valori.

  • Il codice tipo di attributo e due punti deve precedere ogni valore.

    • Per esempio: «INSTID:12345,BASEBALL:Cubs»

    • Questo campo deve esser compreso tra doppie virgolette se sono definti valori multipli.

    • Poiché i valori possono contenere spazi, possono essere richieste doppie virgolette:

      • «INSTID:12345,BASEBALL:Cubs,»»BASEBALL:White Sox»»

Nota

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

Importing patrons

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

  • Scegli il tuo file CSV

    image255

  • Choose to match on “cardnumber” or “username” to prevent adding of duplicate card numbers to the system. Additional matchpoints can be set up using patron attributes marked as unique.

    image256

  • Poi puoi scegliere i valori di default da assegnare a tutti gli utenti che stai importando

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

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

    • Un record equivalente viene trovato usando i valori già presenti nel campo scelto per il controllo delle equivalenze, questo per evitare duplicazioni

    image257

    • When using patron attributes in your installation, you can choose how they are handled on import. You can either decide to always overlay all patron attributes or you choose to only replace patron attributes included in your import file. This will leave other attributes untouched.

    image1355

Notices and slips

Nota

Only staff with the edit_notices permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Patrons and circulation > Notices & slips

All notices and circulation receipts (or slips) generated by Koha can be customized using the Notices & slips tool. The system comes with several predefined templates that will appear when you first visit this tool.

List of notices

Nota

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

Ogni avviso può essere modificato ma pochi possono essere cancellati, per evitare errori al sistema che avverrebbero se si tentasse di mandare un avvisoo senza un testo di default. Ogni avviso e ogni ricevuta può esser modificata per singola biblioteca, di default vedi gli avvisi per tutte le biblioteche.

If you have a style you’d like applied to all slips you can point the SlipCSS preference to a stylesheet. The same is true for notices, using the NoticeCSS preference to define a stylesheet.

Si può anche vedere la Guida Avvisi & Ricevute per ulteriori informazioni sulla formattazione di questi avvisi.

Adding notices and slips

Per aggiungere un nuovo avviso o ricevuta

  • Click “New notice”

    New notice button is pressed and the list of notice types is displayed

  • Choose the type of notice, or module this notice is related to

    Form to create a new notice

  • Fill out the notice information

    • Library: choose which library this notice or slip is for.

      Importante

      Not all notices can be library specific. For more information review the Customising notices and slips wiki page.

    • Koha module: if you didn’t choose the correct module or type of notice previously, you can change it here.

    • Code: enter a unique alphanumeric code for this notice.

      Importante

      Note that codes are limited to 20 characters.

    • Name: enter a descriptive name for the notice.

      Nota

      For overdue notices, be sure to put your library name in the description, so that it will be visible when setting up your triggers.

  • Next, you can customize the notice for every possible delivery method.

    • Every notice should have an email template set for it.

      Form to create a new notice, the Email section is expanded

    • If the PhoneNotification system preference is enabled, you will have the option to add a phone template.

      Form to create a new notice, the Phone section is expanded

    • If you’re using the TalkingTechItivaPhoneNotification service you can set up a notification specific to that service.

      Form to create a new notice, the Phone (i-tiva) section is expanded

    • If you plan on printing this notice, you can set the print template

      Form to create a new notice, the Print section is expanded

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

      Form to create a new notice, the SMS section is expanded

      Importante

      Text messages are limited to 1600 characters. Make sure to keep messages short and avoid adding variables that could be very long (such as the list of items due, for example).

    • The “Format” tab is used to add formatting to the print notice.

      Version

      This option was added to Koha in version 24.05.

      • Click the links under “Insert selectors to apply styles to” to automatically insert all the relevant selectors for either the headings, the tables, or all the text.

        Suggerimento

        Use the links to insert the selectors and then remove the unnecessary ones if needed. For example, if you want to apply styling to the first level headings, click “Headings” and then remove everything except #slip h1 and #receipt h1.

      • Remove the text // insert CSS here in the “Style (CSS)” field and replace it with the formatting required.

      • If this formatting is applicable to all print notices, check the “Apply format settings to all notices” box. This will overwrite the styling in other notices, if any.

      Avvertimento

      The formatting in the SlipCSS or the NoticeCSS system preferences takes priority over the formatting entered here.

  • Each notice offers the same options

    • HTML message: if you plan on writing the notice or slip in HTML check the “HTML message” box, otherwise the content will be generated as plain text

    • Message subject: for emails, this is what will appear in the subject line of the email

    • Message body: feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database.

      You can also use Template toolkit syntax for more flexibility. See the Notices with Template Toolkit wiki page for more information.

      Nota

      Si può anche vedere la Guida Avvisi & Ricevute per ulteriori informazioni sulla formattazione di questi avvisi.

      Importante

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

      • On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.

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

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

      Importante

      Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>>.

      Suggerimento

      To add today’s date you can use the <<today>> tag.

      Suggerimento

      Se non si desidera stampare il nome completo dell’utente sui ricevute e negli avvisi o nota è possibile immettere dati in “Altro nome” o in “Iniziali” per ogni utente e utilizzare tale valore invece.

  • The system preference TranslateNotices will add tabs for each installed language to the notices editor. The notice defined in the “Default” tab will be used if there is no preferred language set for a patron (“Preferred language for notices” field in the patron file).

    Form to create a new notice, the email, phone, print, sms, and format sections are inside a tab called "Default", other tabs available are Français (fr-CA) and English (en)

Anteprima dei template degli avvisi

For some notices it is possible to preview the notice template showing how it would look to a specified patron for a particular item or record.

If a notice template is previewable the notice template header will contain a field to enter preview data

image1342

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

Overdue notice markup

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

Importante

Questi nuovi tag funzionano solo sui solleciti di restituzione prestiti, e non per altri avvisi di circolazione, al momento.

Questi tag sono <item> e </item>; che può includere tutti i campi dalle tabelle biblio, biblioitems, e items.

Un esempio d’uso di questi due tag in un template per un un avviso può essere:

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

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

Dunque, assumento che due copie siano in ritardo, genererà un avviso fatto così:

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

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

Copying notices and slips

You can also copy an existing notice to another library by selecting the library you want to copy it to in the column «Copy notice» and then clicking on the «Copy» button.

Dropdown with "Centerville" library selected and "Copy" button

Existing notices and slips

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

Suggerimento

Review the Customising notices and slips wiki page for information on formatting item information in these notices.

Here are some of what those notices do:

  • 2FA_DISABLE

  • 2FA_ENABLE

  • 2FA_OTP_TOKEN

    • This notice is used to send a time-based one-time password to a staff user for them to use to log into the staff interface if they have enabled the two-factor authentication on their account.

  • ACCEPTED

  • ACCOUNT_PAYMENT

  • ACCOUNT_WRITEOFF

  • ACQCLAIM (Acquisition claim)

    • Used for claiming orders in the aquisitions module.

    • ACQCLAIM is the code of the sample notice, but it’s possible to define several notices choosing any code. Only the module “Claim acquisition” will be taken into account. All notices with this module will appear in the pull down on the late orders page.

    • This notice is sent if several criteria are met:

      1. The staff patron triggering the email has a valid email address.

      2. The vendor contact marked as “Contact about late orders?” has a valid email address.

  • ACQORDER (Acquisition order)

    • Used in the acquisitions module to send order information to the vendor

    • The notice is triggered manually from the basket summary page using the “Email order” button in the toolbar.

    • This notice is sent if several criteria are met:

      1. The staff patron triggering the email has a valid email address.

      2. The vendor contact marked as “Primary acquisitions contact” and “Contact when ordering” has a valid email address.

  • ACQ_NOTIF_ON_RECEIV

  • AR_CANCELED

    • This notice is sent to the patron when an article request is cancelled by staff.

  • AR_COMPLETED

    • This notice is sent to the patron when an article request is marked as completed by staff.

  • AR_PENDING

    • This notice is sent to the patron when an article request is changed to “pending” status

  • AR_PROCESSING

    • This notice is sent to the patron when an article request is marked as being processed by staff.

  • AR_REQUESTED

  • AUTO_RENEWALS

    • This notice is sent to the patron if automatic renewals are enabled and the patron has chosen to receive it in their messaging preferences.

    • In order to send this notice, you must set the AutoRenewalNotices system preference to «according to patron messaging preferences».

    • This notice is set so that, depending on the result of the renewal, whether is was successful or not, the message will be different.

  • AUTO_RENEWALS_DGST

    • This notice is sent to the patron if automatic renewals are enabled and the patron has chosen to receive the digest in their messaging preferences.

    • In order to send this notice, you must set the AutoRenewalNotices system preference to «according to patron messaging preferences».

    • This notice is set so that, depending on the result of the renewal, whether is was successful or not, the message will be different.

  • AVAILABLE

  • CART

  • CANCEL_HOLD_ON_LOST

    • This notice is sent to a patron who placed a hold on an item and staff marked this items as lost from the “Holds to pull” list.

    • This notice is sent if the CanMarkHoldsToPullAsLost system preference is set to “Allow to mark items as lost and notify the patron”.

  • CHECKIN

    • Questo avviso è inviato come avviso di rientro di tutte le copie rientrate dal prestito.

    • Questo avviso viene utilizzato se sono soddisfatti due criteri:

      1. The EnhancedMessagingPreferences is set to “Allow”

      2. L’utente ha richiesto di ricevere questo avviso

  • CHECKOUT

    • Questo avviso è inviato come avviso di prestito per tutte le copie che sono state prestate.

    • Questo avviso viene utilizzato se sono soddisfatti due criteri:

      1. The EnhancedMessagingPreferences is set to “Allow”

      2. L’utente ha richiesto di ricevere questo avviso

  • CHECKOUT_NOTE

  • DISCHARGE

  • This notice is used to generate a PDF to document a successful discharge request

  • The PDF can either be downloaded by the patron from their patron account or from the staff interface when discharging a patron

  • The discharge feature is controlled by the useDischarge system preference.

There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices & slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:

  • ACCOUNT_CREDIT

    • Used to print a receipt for a credit (either a payment, writeoff or other credit).

    • The slip or receipt can be printed manually with the “Print” button next to a credit type account line in the patron’s accounting tab.

    • The slip or receipt can also be printed semi-automatically when paying or writing off a charge if the FinePaymentAutoPopup system preference is enabled.

    Nota

    It is possible to set specific notices for different credit types. To do so, create a new notice with the code CREDIT_ followed by the credit type code.

    For example, to have a specific slip for writeoffs, create a new notice with the code CREDIT_WRITEOFF.

  • ACCOUNT_DEBIT

    • Used to print an invoice for a debit (any type of charge, such as a lost item fee, or overdue fine).

    • The slip or invoice can be printed manually with the “Print” button next to a debit type account line in the patron’s accounting tab.

    Nota

    It is possible to set specific notices for different debit types. To do so, create a new notice with the code DEBIT_ followed by the debit type code.

    For example, to have a specific slip for lost items, create a new notice with the code DEBIT_LOST.

  • ACCOUNTS_SUMMARY

    • Used to print a summary of outstanding charges and unused credits in the patron’s account.

    • The slip can be printed manually with the “Print account balance” option in the “Print” button at the top of the patron’s details page.

  • AR_SLIP

  • CHECKINSLIP

    • This slip lists all items that were checked in today for this patron

    • To print this slip, click Print > Print checkin slip from the patron file

    • You can also print this slip from the Check in page

  • ISSUEQSLIP

  • ISSUESLIP

  • HOLD_SLIP

  • OVERDUE_SLIP

  • RECALL_REQUESTER_DET

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

  • RECEIPT

  • TRANSFERSLIP

    • Usato per stampare una ricevuta di trasferimento

    • La ricevuta di trasferimento è stampata quando confermi il trasferimento da una biblioteca all’altra nel tuo sistema

This tool also allows you to modify database entries for some specific purposes. So far, only the overdue fine description is available.

  • OVERDUE_FINE_DESC

    • This template is used to generate the description for overdue fines in a patron’s account.

      Nota

      The information available to this customization come from the checkouts (issues), items and patrons (borrowers).

Overdue notice/status triggers

Nota

Only staff with the edit_notice_status_triggers permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Patrons and circulation > Overdue notice/status triggers

In order to send the overdue notices that you defined using the Notices & slips tool, you need to first set the triggers to have these messages.

Importante

Per inviare agli utenti solleciti di prestiti da restituire, occorre indicare che alla categoria utente vanno inviati solleciti.

Importante

Depending on the value of your OverdueNoticeCalendar preference the delay may or may not include days the library is closed based on the holiday calendar.

The Overdue notice/status triggers tool gives the librarian the power to send up to three notices to each patron type notifying them of overdue items

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  • Il ritardo è il numero di giorni dopo che un problema si è verificato e prima che venga attivata un’azione.

    • Importante

      Se volete che Koha attivi un’azione (inviare una lettera o limitare un utente), è necessario indicare un valore di ritardo.

  • Per inviare ulteriori avvisi circa i ritardi, clicca sulle schede “Secondo” e “Terzo” avviso

  • Se vuoi impedire a un utente di fare prestiti perché ha delle copie in ritardo, seleziona la casella “Sospeso dal prestito”; questo inserirà una notizia sul record utente, e al momento del prestito il bibliotecario verrà avvisato che l’utente non può ricevere prestiti perché ha copie in ritardo.

    • If you choose to restrict a patron in this way you can also have Koha automatically remove that restriction with the AutoRemoveOverduesRestrictions preference.

  • Next you can choose the delivery method for the overdue notice. You can choose from Email, Phone (if you are using the i-tiva Talking Tech service), Print and SMS (if you have set your SMSSendDriver).

Patron card creator

Nota

Only staff with the label_creator permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Patron card creator

The patron card creator allow you to use layouts and templates which you design to print your custom patron cards on your printer. Here are some of the features of the patron card creator module:

  • Personalizzare i layout di tessere utente con il testo recuperato dai dati utente

  • Definisce dei template personalizzati per le stampe delle tessere utente (per usare al meglio i fogli delle etichette)

  • Costruisci e gestisci batch di stampa tessere utenti

  • Esportare (in formato PDF) lotti singoli o multipli da stampare

  • Esportare (in formato PDF) tessere utente singole o multiple da un processo batch

Layouts

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

Il layout definisce il testo e l’immagine che verranno stampate sulla scheda e il punto in cui appariranno.

Nota

Possono essere stampate sulla tessera fino a tre righe di testo, il numero dell’utente in formato barcode e fino a due immagini.

Add a layout

Se non si hanno i layout definiti, si aggiungerà un nuovo layout facendo clic sul pulsante “Nuovo” e scegliendo “Layout”.

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

Si può anche scegliere di premere il tasto “Gestire il layout” sul lato sinistro. Qui vi verrà offerto un elenco di layout disponibili, da selezionare per la modifica. Comunque nella parte superiore della pagina c’è sempre il pulsante “Nuovo layout”.

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  • Il nome assegnato al layout è a tuo beneficio, dovrebbe essere qualcosa che ti permetta di identificarlo facilmente in futuro.

  • La lista “Unita” è utilizzata per definire la scala di misura che stai usando per i tuoi layout.

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

    • Nota

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

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

    • Nota

      Occorre un layout sia per la parte anteriore e posteriore della tessera se si dispone di tessere di biblioteca con 2 facce, questa opzione non consente di stampare le due facce, consente solo di tenere traccia di quale lato della tessera si sta progettando.

  • Hai la possibilità di aggiungere fino a 3 linee di testo sulla tessera. Può essere una frase statica, con campi dal record utente. Se vuoi inserire campi dal record utente, metti i nomi dei campi tra uncinate, così: <firstname>

  • Per ogni linea di testo puoi scegliere il tipo di font, la dimensione del font e la collocazione del testo sulla tessere usando le coordinate X e Y

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

  • Infine puoi scegliere fino a due immagini da stampare sulla tessera.

    • Una può essere l”immagine utente che puoi ridimensionare a piacimento.

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

    Importante

    È responsabilità dei progettisti definire linee di testo, codici a barre e le immagini in modo che non si sovrappongano.

Dopo aver salvato, i tuoi layout appariranno nella pagina “Gestisci i layout”.

Patron card layouts management page

Templates

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

Un template è la collezione di etichette/schede che stai usando. Il template può essere Avery 5160 per le etichette degli indirizzi, Gaylord 47-284 per le etichette dei dorsi oppure Avery 28371 per le schede degli utenti. Queste etichette contengono tutte le informazioni di cui hai bisogno per configurare Koha, queste informazioni possono essere contenute nell’involucro oppure si possono trovare sul sito del fornitore.

Add a template

Per aggiungere un nuovo modello fai clic sul pulsante “Nuovo modello” nella parte superiore della pagina, che porta al modulo di modifica del modello. Si può anche scegliere di premere il tasto “Gestisci modelli” sul lato sinistro. Qui verrà offerto un elenco di modelli disponibili che è possibile selezionare per l’editing. Ma nella parte superiore della pagina vi è ancora il pulsante “Nuovo modello”.

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

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

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  • Template ID è semplicemente un ID univoco generato dal sistema

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

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

  • La tendina Unità viene utilizzata per definire quale scala di misura utilizzare per il modello.

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

    • Nota

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

  • Le misure (altezza pagina, larghezza della pagina, larghezza tessera, altezza tessera) possono essere sulla confezione, o sul sito del venditore o possono essere misurate da un foglio di esempio.

  • Un profilo è un insieme di «aggiustamenti» ad un dato modello appena prima della stampa che compensa anomalie uniche e peculiari di una determinata stampante (a cui viene assegnato il profilo).

    • Prima di raccogliere un profilo cerca di stampare alcune schede di esempio così da poter definire facilmente il profilo adatto alla combinazione scelta di templatate / stampante.

    • Dopo aver trovato e la documentazione di eventuali anomalie nel documento stampato, allora si può creare un profilo e assegnarlo al modello.

    • Importante

      Non specificare un profilo se non necessario, vale a dire non fare clic per definire un profilo della stampante. Non è possibile rimuovere un profilo da un modello, ma è possibile passare a un altro profilo.

    • Nota

      Se devi usare più stampanti, puoi definire diversi template identici ma che differiranno per il profilo usato.

Dopo aver salvato, i tuoi template appariranno nella pagina “Gestisci i template”.

Patron card templates management page

Profili

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

Un profilo è un insieme di «perfezionamenti» da applicare a un dato template subito prima della stampa, per compensare anomalie o peculiarità di ogni stampante (a cui il profilo è assegnato). Questo significa che se imposti un template e poi stampi una prova e noti che i dati delle tessere non sono allineati correttamente alle etichette, devi impostare un profilo per la stampante (o addirittura per un determinato vassoio) per migliorare la stampa, per esempio introducendo spostamenti del testo a destra o a sinistra, in alto o in basso.

Se le tessere utente sono stampate cosi come vuoi, non è necessario che tu crei un profilo

Add a profile

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

"New" button in the patron card creator is open, the mouse cursor is on the "Printer profile" option

To add a new profile, you want to click on the “New profile” button at the top of your page. Using the form that appears you can define the values to correct the card misalignment on your label sheet. You may also choose “Manage profiles” on the left side and select one of the currently available profiles for editing.

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

    • Nota

      Ad esempio: se si desidera utilizzare il numero di modello della stampante nel nome della stampante è possibile, o si può chiamare “la stampante sulla mia scrivania”

  • Il templeta va compilato una volta che hai scelto quale template collegare al profilo nel form di modifica template

  • La lista “Unità” è utilizzata per definire la scala di misura che stai usando per i profili

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

    • Nota

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

  • Offset deve essere usato quando l’intera immagine è fuori centro orizzontalmente o verticalmente. Intervallo descrive una condizione in cui la distanza tra le etichette cambia all’interno della pagina o su e giù la pagina

    • Per i valori di offset e intervallo, i numeri negativi spostano le informazioni su e a sinistra sul foglio stampato e numeri positivi le spostano verso il basso e a destra

    • Esempio: il testo è .25» (pollici) dal margine sinistro della prima etichetta, .28» dal margine sinistro della seconda etichetta, e da .31» dal margine ministro della terza. Questo significa che il margine orizzontale va messo a .03» per gestire questa differenza.

After saving, your profiles will appear on the “Manage printer profiles” page.

Patron card printer profile management page

Una volta che hai salvato il tuo nuovo profilo, puoi tornare alla lista dei templates e scegliere di modificare il template che usa questo profilo.

Lavorazioni batch

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

Un batch è una collezione di utenti per i quali vuoi generare delle schede.

Add a batch

Per aggiungere un nuovo batch, si fa clic sul pulsante “Nuovo batch” nella parte superiore della pagina. Scegliendo la voce di menu “Gestione batch” sulla sinistra viene visualizzato un elenco dei batch già definiti. In questa schermata si può selezionare un batch per la modifica o aggiungere un nuovo batch.

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

Per un nuovo batch, si apre un messaggio che chiede di selezionare gli utenti da elaborare nel batch.

image1225

After choosing the “Add patron(s)” button the Patron Search window pops up.

Pop up window for patron search, titled 'Add patrons'. On the left side are search fields: search (text field), library (library dropdown), category (patron category dropdown), sort 1 (text field), sort 2 (text field), with 'Search' and 'Clear' buttons. A search for 'alford' has been done. On the right side are the patron search results showing the card number, name, patron category, library, date of expiry and notes. There is an 'Add' button to add the patron, and a checkbox to select the patron. At the top of the table, there is a button to 'Add selected patrons'. At the bottom of the pop-up, there is a 'Close' button.

Da qui è possibile cercare gli utenti da aggiungere al batch tramite parte del loro nome, categoria e/o biblioteca. Usando * nella ricerca, verranno visualizzati tutti gli utenti.

image1227

Dai risultati è possibile aggiungere utenti al lotto facendo clic sul pulsante “Aggiungi”. Dopo aver aggiunto utenti dai risultati si può ricominciare da capo e effettuare un’altra ricerca o fare clic su “Chiudi” nella parte inferiore dello schermo per indicare che si è concluso. Verrà quindi presentato il batch.

image1228

Alternatively, you can use a custom report to create a batch. A report that contains borrowernumbers will have the option to send the report results to the patron card creator.

Results of a report called 'Batch edit report', the button 'Batch operations with 20 visible records' is open and the options are: for patron records batch patron modification and patron card creator, for bibliographic records batch record modification, batch record deletion, and add to list, and for item records batch item modification and batch item deletion.

Version

The option to send report results to the patron card creator was added to Koha version 23.11.

If you are satisfied with your batch you can proceed to export. If you want to correct or even delete that batch the buttons to do so can be found at the top of your screen. You can always come back here through the “Manage > Card batches” button.

Se vuoi esportare tutte le tessere utente puoi cliccare su “Esporta batch tessere”, altrimenti puoi scegliere alcuni utenti cliccando la casella di spunta a destra del nome e poi cliccare “Esporta tessere selezionate” in alto.

Il menu di esportazione chiederà di scegliere un modello, un layout e la posizione di partenza (dove deve iniziare la stampa sul foglio).

Nota

Per la posizione di partenza, se p.es. sono già stati utilizzate le prime 6 etichette sul foglio, è possibile avviare la stampa dall’etichetta nella posizione 7 del foglio. Le etichette sono numerate da sinistra a destra, dall’alto verso il basso.

image1229

Una volta che si fa clic su “Esporta”, si presenterà un PDF delle etichette da stampare

image1230

Quando si apre il PDF si vedrà le tessere da stampare

image273

The above image shows a layout that is made up of two text lines. The first one is just plain text, the second one is composed of the <firstname> <surname> fields. A patron image is printed (if available) and the barcode of patrons number is displayed in code 39. All this is printed on a template with three columns and 8 rows using position 1-3 here. When printing this PDF please take care that your printer doesn’t rescale the PDF (e.g do not fit to paper size) otherwise the printer will not be able to print to the right place per your templates.

Manage images

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

Images uploaded using this tool will appear on the menu when creating patron card layouts. You are limited in how many images you can upload (not counting patron images) by the ImageLimit system preference.

Importante

IMPORTANTE: Le immagini non devono superare i 500k.

Nota

CONSIGLIO: Le immagini caricate con questo strumento dovrebbero almeno avere 300 dpi, che è il minimo per stampare un’immagine.

Al centro dello schermo si trova una semplice form per inviare un file. Cercalo sul tuo computer e associa un nome per lavorarlo dopo averlo caricato su Koha.

image274

A caricamento del file avvenuto, ti verrà presentato un messaggio di conferma.

image275

E l’immagine verrà elencata insieme alle altre sulla parte destra della pagina.

image276

Per cancellare una o più di queste immagini, spunta la casella rispettiva e premi il bottone “Cancella”

Batch patron deletion and anonymization

Nota

Only staff with the delete_anonymize_patrons permission (or the superlibrarian permission) will have access to this tool.

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

Questo strumento permette di rendere anonimo le registrazioni di circolazione o cancellare in massa dei records utente. Questo significa che il sistema tiene un link fra vecchi prestiti e le loro copie ma tronca il link all’utente.

Importante

It is recommended that you backup your database before using this tool. Changes made here are permanent.

Batch patron deletion and anonymization tool main screen

Batch deleting patrons

Importante

Patrons who meet one or more of these conditions will not be deleted:

  • They have items currently checked out.

  • They have a non-zero account balance.

  • They are the guarantor to another patron.

  • They are in a patron category of type staff.

  • They have permissions assigned to them.

To delete patrons,

  • If necessary, choose the library at the top of the page to limit the batch action to patrons from that library.

  • Check the “Verify you want to delete patrons” box

  • Choose the criteria to select the patrons to delete

    • non hanno effettuato prestiti da una certa data

    • hanno accounts che scadranno prima della data indicata

    • sono di una specifica categoria utente

    • sono in una lista utenti

  • Clicca “Successivo”

A confirmation will appear showing the number of patrons to be deleted and a choice of deletion.

Confirmation screen for the batch patron deletion tool; a warning message at the top of the page indicates that 3 patrons will be deleted with options to permanently delete them, move them to the trash, or simply do a test run, with a Finish button at the bottom of the page

  • Choose the type of deletion:

    • Permanently delete these patrons: this will delete patrons directly from the database. Patron data will not be recoverable.

    • Move these patrons to the trash: this will move patrons to the deletedborrowers table. They can be deleted permanently with the cleanup_database.pl script (with the --deleted-patrons parameter).

    • Test run: Do not remove any patrons: this will not delete any patrons.

  • Click “Finish”

Batch anonymizing patrons” checkout histories

Anonymizing checkout history will replace the patron’s borrowernumber from the checkout history. It will still be possible to see how many times a particular item was checked out, but not by whom.

Importante

Make sure to set the AnonymousPatron system preference before anonymizing checkout histories. An invalid or empty value will cause an error.

To anonymize checkout histories,

  • If necessary, choose the library at the top of the page to limit the batch action to patrons from that library.

  • Check the “Verify you want to anonymize patron checkout history” box

  • Indica una data massima prima della quale intendi modificare i dati

A confirmation will appear with the number of checkout histories that will be anonymized.

Confirmation screen for the batch checkout history anonymization tool; a warning message at the top of the page indicates that 5 patrons' checkout histories will be anonymized, with a Finish button at the bottom of the page

  • Click “Finish”

A confirmation message will be displayed showing the number of histories that were actually anonymized.

Confirmation message saying No patron records have been removed All checkouts (5) older than 09/17/2024 have been anonymized

Modifica utente via batch

Nota

Only staff with the edit_patrons permission (or the superlibrarian permission) will have access to this tool.

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

With this tool you can make edits to a batch of patron records. Simply load in a file of cardnumbers (one per line), choose from a list of patrons or scan patron card numbers in to the box provided. All options are also available for use with borrowernumbers instead of cardnumbers.

Batch patron modification form with field "Card number list" filled with seven card number entries

Once you have the file loaded or the cardnumbers or borrowernumbers entered click “Continue.” You will be presented with a list of the patrons and the changes you can make.

Batch patron modification form showing three selected patrons to modify and some of the editable fields below

To the right of each text box there is a checkbox. Clicking that checkbox will clear our the field values.

Importante

Se il campo è obbligatorio, non si sarà in grado di cancellare il valore in esso.

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

A new field for patron attributes is created in the batch patron modification form and the drop down selection of patron attributes is shown

Once you have made the changes you want, you can click “Save” and the job will be enqueued.

Batch extend due dates

Nota

Only staff with the batch_extend_due_dates permission (or the superlibrarian permission) will have access to this tool.

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

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

Batch extend due dates selection page

  • You can filter the selection of checkouts based on patron category, item types, library or a combination.

    Suggerimento

    If needed, you can select multiple options in the dropdown lists by holding the CTRL key while selecting the options.

    Version

    The option to filter by item type is available from Koha version 23.11.

  • Next, specify a date range for the current due date of the materials on loan. For example, you may want to extend the due dates for recent checkouts but exclude long overdue loans.

  • Choose to extend the due dates either to a new hard due date or by a number of days. Using the number of days option can prevent large numbers of loans being due on the same date.

  • You can choose whether to preview the results of your selections.

    Batch extend due dates preview results page

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

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

Tag moderation

Nota

Only staff with the moderate_tags permission (or the superlibrarian permission) will have access to this tool.

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

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

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Per moderare i tag usa lo strumento Tags. Quando usi questo strumento per la prima volta, ti sara presentata una lista di tag che aspettano di essere approvati o rifiutati da un bibliotecario

image284

  • Per vedere tutti i titoli a cui questo tag è stato collegato, semplicemente clicca sul termine

    image1230

    • Da questo elenco di titoli è possibile rimuovere un tag senza impedirne l’uso futuro facendo clic sul pulsante “Rimuovi tag” a destra del titolo.

  • Per approvare un tag, clicca “approva” sulla linea del termine o seleziona i termini che vuoi approvare e clicca “approva” sotto la tabella.

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

Una volta che un tag è stato approvato o scartato, viene messo nell’apposita lista di tag. Un riassunto di tutti i tag apparirà nella parte destra della pagina

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Anche se un tag è approvato o scartato, può essere ancora spostato in un’altra lista. Quando guardi i tag approvati, ogni tag ha l’opzione per essere scartato:

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Per controllare i termini dei tag rispetto alle liste di termini approvati o respinti (e, eventualmente, rispetto al dizionario che è stato assegnato per il tag moderazione) è sufficiente inserire il termine nella casella di ricerca nella parte inferiore destra dello schermo per visualizzare lo stato del termine

image287

Infine si possono cercare tag utilizzando i filtri sulla sinistra.

image288

Upload patron images

Nota

This section will only be visible if the patronimages system preference is set to “Allow”.

Nota

Only staff with the batch_upload_patron_images permission (or the superlibrarian permission) will have access to this tool.

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

Patrono immagini possono essere caricate in blocco se permettere immagini utente consente di allegarle ai record utente. Queste immagini possono essere utilizzate anche durante la creazione di tessere utente.

  • Crea un file txt e dagli nome «DATALINK.TXT» o «IDLINK.TXT»

  • Su ogni riga nel file di testo inserire numero di tessera utente seguito da virgola (o tab) e poi il nome file dell’immagine

    image289

    • Assicurati che il tuo file TXT sia un documento di testo in chiaro, non un RTF.

  • Comprimi il file di testo e le immagini

  • Go to the Upload patron images tool

    image290

  • Per una singola immagine, indica il nome del file e il numero tessera dell’utente

  • Per più immagini, scegli di caricare un file zip

  • Dopo aver caricato, ti verrà presentato un messaggio di conferma.

    image291

    Importante

    C’è un limite di 100K sulla dimensione dell’immagine caricata e si raccomanda che l’immagine sia 200 x 300 pixel, ma immagini più piccole funzionerà pure.

Rotating collections

Nota

Only staff with the rotating_collections permission (or the superlibrarian permission) will have access to this tool.

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

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

Avvertimento

The rotating collections tool will override all system preferences and circulation rules.

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

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

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

Transfer a rotating collection

Trasferendo una rotating collection accadrà:

  • Cambia l’attuale localizzazione delle copie nella collezione in quella in cui vengono trasferite

  • Inizia a trasferire dalla corrente localizzazione alla localizzazione in la collezione si trasferisce. Quando la biblioteca riceve la collezione deve far rientrave le copie per completare il traserimento-

Puoi trasferire una collezione in uno di questi due modi:

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

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

    Importante

    Per completare il processo di trasferimento, la biblioteca che riceve la rotating collection deve far rientrare tutte le copie quando le riceve. Questo chiuderà la fase di trasferimento così le copie non risulteranno più “in transito”.

Se una copia di una rotating collection viene prestata/rientra in una biblioteca diversa da quella dove doveva essere trasferita, una notifica apparira al personale della biblioteca avvisando che si tratta di una copia di una rotating collection. Inoltre dirà a quale biblioteca va inviata.

image292

Additional tools

Calendario

Nota

Only staff with the edit_calendar permission (or the superlibrarian permission) will have access to this tool.

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

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

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

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

View of the calendar

Adding events

Prima di aggiungere degli eventi, scegli la biblioteca a cui vuoi applicare delle chiusure. Quando aggiungi degli eventi ti verrà chiesto di applicare l’evento a una o più biblioteche. Per aggiungere un evento, semplicemente

  • Clicca sulla data nel calendario per impostare la chiusura a

    Add new holiday form

  • Nel modulo che appare sopra il calendario, inserire le informazioni di chiusura (per ulteriori informazioni su ogni opzione fare clic sul punto di domanda [?] alla destra dell’opzione)

    • La biblioteca viene messa in automatico basandosi sulla biblioteche che hai scelto nella lista all’inizio della pagina

    • L’informazione sul giorno viene inserita in automatico basandosi sulla data che tu scegli sul calendario

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

    • In the “title” enter the name of the holiday or the reason for the closing

    • In the “description” enter more information about this holiday

    • Poi si può scegliere se questo evento è un evento di una volta o se è ripetibile.

      • “Holiday only on this day”: this is a one day holiday

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

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

      • “Holiday on a range”: this is a holiday that extends on several days

        Nota

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

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

        Nota

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

    • Infine, decidere se questo evento deve essere applicato a tutte le biblioteche o solo quello che avete originariamente selezionato

      • Se si preferisce immettere tutte le vacanze e poi copiarle ad un’altra biblioteca tutto in una volta, è possibile utilizzare il menu di copia sotto il calendario

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

  • Dopo il salvataggio l’evento verrà mostrato nel sommario alla destra del calendario

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

Editing events

Per modificare gli eventi

  • Clicca sull’evento nel calendario se vuoi fare dei cambiamenti (per fare i cambiamenti clicca sulla data nel calendario, non sull’evento elencato nella tabella riassuntiva)

    Edit holiday form

  • Da questo modulo è possibile apportare modifiche alla vacanza o eliminare completamente la vacanza.

    • Tutte le azioni richiedono di fare clic su “Salva” prima che la modifica venga apportata.

  • Cliccando su eventi ripetibili offrirà opzioni leggermente diverse

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

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

    • Tutte le azioni richiedono di fare clic su “Salva” prima che la modifica venga apportata.

Additional help

Quando aaggiungi o modifichi eventi, puoi avere una help aggiuntivo cliccando sul segno ? vicino a diverse opzioni del form

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

CSV profiles

Nota

Only staff with the manage_csv_profiles permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Additional tools > CSV profiles

CSV profiles are created to define how you would like your cart or list to export.

CSV profiles are also used in the acquisitions module to export baskets and late orders, in the serials module to export late issues, and in the reports module to export the list of lost items.

Adding a CSV profile

To add a CSV profile,

  • Click on “New CSV profile”

    Add new CSV profile form

    • Profile name: enter a unique and meaningful name for the profile. This name will appear on the export pull down list when choosing “Download” from your cart or list, or when choosing the profile in the acquisitions, serials or reports module to export baskets, late orders, etc.

      View of the cart with the 'Download' button open and "CSV - Simple export" is selected, other options are iso2709, RIS, and BibTex.

    • Profile type: this determines what type of fields you plan to use (MARC or SQL) to define your profile; it will also affect the “Usage” options below.

      • If you choose MARC, you will need to enter MARC fields.

        Add new CSV profile form filled with MARC information

      • If you choose SQL, you will need to enter SQL database fields.

        Add new CSV profile form filled with SQL information

    • Usage: this field is used to indicate what type of report this CSV profile is used with:

    • Profile description: you can use this field to expand the profile name. The description will also appear in the OPAC when patrons download content, so make sure it’s clear for your patrons as well.

    • CSV separator: this is the character used to separate values and value groups.

      Nota

      L’opzione più comune qui è virgola, dato che molti programmi di fogli elettronici sanno come aprire file con dati separati da virgole.

    • Field separator (only available with MARC profile type): this is the character used to separate duplicate fields.

      • For example, you may have multiple 650 fields and this is the character that will appear in between each one in the column.

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

    • Subfield separator (only available with MARC profile type): this is the character used to separate duplicate subfields.

      • For example, you may have multiple $a subfields in a field.

    • Encoding: use this field to define the character encoding used when saving the file.

    • Only available on the staff interface (only available with MARC profile type): check this box to limit this CSV profile to the staff interface only, meaning patrons will not be able to use this profile to export their cart or lists from the OPAC.

    • Profile MARC fields (only available with MARC profile type): enter the fields or subfields to export, separated by pipes.

      • For example:

        200\|210$a\|301

      Nota

      You can use the dollar sign ($) to separate the field number and subfield code, or simply write the field number and subfield code together.

      For example:

      200\|210$a\|301

      Or without the dollar sign:

      200\|210a\|301

      Suggerimento

      You can use your own headers (instead of the ones from Koha) by prefixing the field number with a header, followed by the equal sign.

      For example:

      Personal name=100\|title=245$a\|300

      Nota

      You can customize further the profile with Template Toolkit syntax.

      See Using Template Toolkit in MARC CSV profile below for more information and examples.

    • Profile SQL fields (only available with SQL profile type): enter the database fields to export, including the table name, separated by pipes.

      • For example:

        biblio.title\|biblio.author

      Suggerimento

      You can use your own headers (instead of the ones from Koha) by prefixing the field with a header, followed by the equal sign.

      For example:

      Title=biblio.title\|Author=biblio.author

      Importante

      For late issues claims you can use data from following tables:

      • serial

      • subscription

      • biblio

      • biblioitems

      • aqbookseller

      For basket exports you can use data from following tables:

      • biblio

      • biblioitems

      • aqorders

      • aqbudgets

      • aqbasket

      Importante

      Exporting late orders requires a profile using the Template Toolkit syntax (the same syntax as the notices and slips).

      There is a default profile that comes with Koha that you can use as an example.

      Title[% separator %]Author[% separator %]Publication year[% separator %]ISBN[% separator %]Quantity[% separator %]Number of claims
[%~ SET biblio = order.biblio ~%]
"[% biblio.title %]"[% separator ~%]
"[% biblio.author %]"[% separator ~%]
"[% bibio.biblioitem.publicationyear %]"[% separator ~%]
"[% biblio.biblioitem.isbn %]"[% separator ~%]
"[% order.quantity%]"[% separator ~%]
"[% order.claims.count%][% IF order.claims.count %]([% FOR c IN order.claims %][% c.claimed_on | $KohaDates %][% UNLESS loop.last %], [% END %][% END %])[% END %]"
[% END %]

  • Click “Submit” to save the new profile.

Using Template Toolkit in MARC CSV profiles

Template Toolkit syntax can be used to build complex CSV files.

For MARC information, you have to use the “fields” variables to access the field list of the current record.

Start with the column heading, equal sign, and the TT variable. Always separate CSV columns with a pipe (|).

For example, this will return a two-column CSV file, with the first column titled «Title» and the second column titled «Author». The first column will contain 245$a and the second column will contain 100$a:

Title=[% fields.245.0.a.0 %]|Author=[% fields.100.0.a.0 %]

Importante

It’s not possible to display an entire field (e.g. all of 245) you need to list the subfields you want to display.

The “0” indicate which field or subfield to print if there are more than one. For example, this will fetch the first subfield “a” of the first “245” field it finds in the record:

[% fields.245.0.a.0 %]

Single subfield

This is the syntax to get a single subfield from a MARC field.

For example, to get 245$a:

[% fields.245.0.a.0 %]

Multiple subfields in the same column

To concatenate multiple subfields in one column, you’ll need to use [% FOREACH %]. Remember to always define the end of the FOREACH loop with [% END %].

For example, to get both 245$a and 245$b in the same column:

[% FOREACH field IN fields.245 %][% field.a.0 %][% field.b.0 %][% END %]

Multiple subfield values

The previous examples only fetched the first occurrence of the subfield. In some cases, a field might contain more than one subfield of the same code in a field. In that case, you’ll need to use the join() key. The parentheses contain the separator character.

For example, to get 260$a, $b, and $c, in a case where there might be more than one of each subfield, they will be separated by a semicolon followed by a space:

[% FOREACH field IN fields.260 %][% field.a.join('; ') %][% field.b.join('; ') %][% field.c.join('; ') %][% END %]

Indicator values

The indicators can be accessible using the indicator key.

For example, to get the value of the second indicator of the 245 field:

[% fields.245.0.indicator.2 %]

Fixed-length data field values

You can use substr() (substring) to get values from specific positions in fixed-length data fields.

For example, to get the language from the 008 field (positions 35-37):

[% fields.008.0.substr(35,3) %]

Using conditions

Template Toolkit allows to add conditions, with [% IF %], [% ELSIF %], and [% ELSE %]. Remember to always define the end of the condition with [% END %].

For example, to get 650$a if indicator 2 for 650 is set:

Subject=[% FOREACH field IN fields.650 %][% IF field.indicator.2 %][% field.a.0 %][% END %][% END %]

Suggerimento

If you find you have extra spaces in your CSV, you can add tildes (~) inside the TT variables to remove extra whitespaces.

For example, the following code might replace the FOREACH variable with a space, making the title column start with a space:

Title=[% FOREACH field IN fields.245 %][% field.a.join(' ') %][% field.b.join(' ') %][% END %]

To correct this, add tildes at the beginning and end of the FOREACH variable:

Title=[%~ FOREACH field IN fields.245 ~%][% field.a.join(' ') %][% field.b.join(' ') %][% END %]

Modifying CSV profiles

To modify a CSV profile, click the “Edit” button next to the profile.

Alter the necessary fields and click “Submit”.

To delete a profile, click the “Delete” button next to the profile.

Using CSV profiles

MARC CSV profiles will appear on the export list or cart menu under the “Download” button in both the staff interface and the OPAC.

View of a list called 'Shakespeare' with the 'Download list' button open and "CSV - Simple export" is selected, other options are iso2709, RIS, and BibTex.

SQL CSV profiles will be available in various Koha modules in the staff interfaces depending on their usage.

  • “Late serial issues claims” CSV profiles will appear at the bottom of the late issues table in the serials module.

  • “Export late orders” CSV profiles will appear at the bottom of the

    late orders table in the acquisitions module.

  • “Basket export in acquisition” CSV profiles will appear in the “Download”

    button in acquisitions baskets.

  • “Export lost items in report” CSV profiles will appear in the lost items report.

Log viewer

Nota

Only staff with the view_system_logs permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Additional tools > Log viewer

Actions within the Koha system are tracked in log files. Your system preferences can be changed to prevent the logging of different actions. These logs can be viewed using the log viewer.

Screenshot of the log viewer tool

Nota

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

Scegliendo differenti combinazioni del menù opzioni produrrà il file di log della query.

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

Log viewer results table

Nota

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

News Koha

Nota

Only staff with the edit_additional_contents permission (or the superlibrarian permission) will have access to this tool.

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

Koha’s news module allows librarians to post news to the OPAC, staff interface and circulation receipts.

News tool main page

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

  • Click “New entry”

    New news entry form

    • Code: enter a unique code for this news item

    • Display location: choose where to put the news

      Drop-down menu of display locations for news

      • Librarian and OPAC interfaces: content will appear on the staff interface main page as well as in the news block on the OPAC

      • Librarian interface: content will appear on the staff interface main page

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

      • OPAC: content will appear in the top middle part of the OPAC page

        • Below the news in the OPAC there will be an RSS icon allowing you and your users to subscribe to library news

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

        • You can allow your users to choose to see branch-specific news with the OpacNewsLibrarySelect system preference

      • Slip: content will appear on the circulation receipts

        Issue slip with news at the bottom

        Nota

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

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

      • Prior to end users logging in to the OPAC only news items listed to appear for “All libraries” will display unless your system administrator has configured an “OPAC_BRANCH_DEFAULT” override in virtual host configuration. See installation for details.

    • Publication date: use the publication date field to control from which date your news item appears

      • Examples: (these assume today’s date as 7 May 2019)

        • Publish on current date: set publication date as 7 May 2019

        • Schedule for publishing in future: set date later than 7 May 2019

        • Backdate the news item: set date earlier than 7 May 2019

    • Expiration date: use the expiration date field to automatically stop showing the news item when it is no longer relevant.

      • If this field is empty the news item will be shown until you remove it manually

    • Appear in position: you decide in what order your news items appear

      • If the field is left empty, the news will appear from newest to oldest

      • In this field, 0 is the top-most position; the larger the number, the lower in the list the news will appear

    • You can enter the news title and text for each language installed

Nota

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

  • After filling in all of the fields, click “Save” at the top of the page.

    • Alternatively, click the arrow next to the “Save” button and choose “Save and continue editing” if you need to stay on this page to continue editing the news item.

Depending on your choice for the NewsAuthorDisplay system preference, you will also see the person who created the news item (this uses the logged in person).

HTML customizations

Nota

Only staff with the edit_additional_contents permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Additional tools > HTML customizations

Koha’s HTML customizations tool allows staff to post content to the OPAC.

Additional content / HTML customizations main page

Add a new HTML customization

To add content:

  • Click “New entry”

    New additional content entry form

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

    • Display location: choose where to put the content.

      Drop-down menu of display locations for additional content

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

      • Prior to end users logging in to the OPAC only content blocks listed to appear for “All libraries” will display unless your system administrator has configured an “OPAC_BRANCH_DEFAULT” override in virtual host configuration.

    • Publication date: use the publication date field to control from which date your content appears

      • Examples: (these assume today’s date as 7 May 2019)

        • Publish on current date: set publication date as 7 May 2019

        • Schedule for publishing in future: set date later than 7 May 2019

        • Backdate the news item: set date earlier than 7 May 2019

    • Expiration date: use the expiration date field to automatically stop showing the content when it is no longer relevant.

      • If this field is empty the content will be shown until you remove it manually

    • Appear in position: you decide in what order your content appear, when there is more than one in the same display location

      • If the field is left empty, the content will appear from oldest to newest

      • In this field, 0 is the top-most position; the larger the number, the lower in the list the content will appear

    • You can enter the content title and text for each language installed

      Nota

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

Nota

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

  • After filling in all of the fields, click “Save” at the top of the page.

    • Alternatively, click the arrow next to the “Save” button and choose “Save and continue editing” if you need to stay on this page to continue editing the news item.

Display locations

  • OPAC locations

    The following image shows where each block is displayed on the OPAC’s main page, for the blocks that are displayed on the main page.

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

    Nota

    The Quote of the day feature is found in the tools module, and the news are managed in the news tool. The rest of the customizable blocks are managed in the HTML customizations tool.

    • ArticleRequestsDisclaimerText: content will appear and patron will have to accept before they can continue to the article request form; use for any copyright/disclaimer patrons need to be aware of regarding photocopies or scans of articles or chapters

    • CatalogConcernHelp: content will appear at the bottom of catalog concern form when reporting a concern in the OPAC, or reporting a concern in the staff interface. The default text is «Please describe your concern clearly and the library will try to deal with it as quickly as possible».

    • CatalogConcernTemplate: content will appear in the main text area of the catalog concern form when reporting a concern in the OPAC, or reporting a concern in the staff interface. The default text is

      **Describe the concern**

A clear and concise description of what the concern is.

**To Reproduce**

Steps to reproduce the behavior:
1. Go to '...'
2. Click on '....'
3. Scroll down to '....'
4. See error

**Expected behavior**

A clear and concise description of what you expected to happen.

      Suggerimento

      Since this will be in a text field, there is no way to add formatting. Make sure to use the text editor, not the WYSIWYG editor, in order to have line breaks in your text.

    • CookieConsentBar: content will appear on the banner displayed when the CookieConsent system preference is enabled.

      Version

      The CookieConsentBar display location was added in version 23.11 of Koha.

      Nota

      The CookieConsentBar content will appear on the cookie banner in both the OPAC and the staff interface.

    • CookieConsentPopup: content will be used as the main body for the Cookies policy that pops up when clicking “More information” on the cookie banner.

      Version

      The CookieConsentPopup display location was added in version 23.11 of Koha.

      Nota

      The CookieConsentPopup content is used in both the OPAC and the staff interface.

    • ILLModuleCopyrightClearance: content will appear when creating an interlibrary loan request on the OPAC.

      Version

      The ILLModuleCopyrightClearance display location was added to Koha in version 24.05. In prior versions, it was a system preference by the same name: ILLModuleCopyrightClearance.

    • opaccredits: content will appear at the bottom of the page

    • OpacCustomSearch: content will replace the simple search bar at the top of the page

    • opacheader: content will appear at the top of the OPAC page

    • OpacLibraryInfo: content will appear in the “Libraries” page in the OPAC, as well as in the holdings table in the OPAC

    • OpacLoginInstructions: content will appear under the login box on the OPAC’s main page

    • OpacMaintenanceNotice: content will replace the default maintenance message when the OpacMaintenance system preference is set to “Show”.

      Version

      Prior to Koha version 23.11, this was a system preference. See OpacMaintenanceNotice for more information.

    • OpacMainUserBlock: content will appear in the middle of the OPAC’s main page

    • OpacMoreSearches: content will appear under the search box at the top of the OPAC. By default (and depending on system preferences) there is a link for Advanced search, Course reserves, Authority search, and Tag cloud. Any new searches will be added to the right of the already present links.

    • OpacMySummaryNote: content will appear above the patron’s summary and below the welcome message when the patron logs in to the OPAC and views their “your summary” tab.

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

    • OpacNav: content will appear on the left hand column of the main page and patron account on the OPAC. When on the patron account page, the content in OpacNav will appear before the account tabs (summary, charges, personal details, etc.)

    • OpacNavBottom: content will appear on the left hand column of the main page and patron account on the OPAC. When on the patron account page, the content in OpacNavBottom will appear after the account tabs (summary, charges, personal details, etc.). On the main page, the content in OpacNavBottom appears right below the content in OpacNav.

    • OpacNavRight: content will appear on the right side of the OPAC page

    • OPACResultsSidebar: content will appear on the search results page below the list of facets on the left side of the screen.

      Version

      Prior to Koha version 23.11, this was a system preference. See OPACResultsSidebar for more information.

    • OpacSuggestionInstructions: content will replace the text at the top of the purchase suggestion form on the OPAC

    • OpacSuppressionMessage: content will appear on the OPAC when a record is blocked. (See the OpacSuppression system preference for more information.)

      Version

      Prior to Koha version 23.11, this was a system preference. See OpacSuppressionMessage for more information.

    • PatronSelfRegistrationAdditionalInstructions: content will be displayed after the patron successfully creates a library account via the OPAC.

      Version

      Prior to Koha version 23.11, this was a system preference. See PatronSelfRegistrationAdditionalInstructions for more information.

      Nota

      Note that this only appears after the patron has registered.

    • SCOMainUserBlock: content will appear in the center of the main page of the self check-out screen.

      Version

      Prior to Koha version 23.11, this was a system preference. See SCOMainUserBlock for more information.

    • SelfCheckHelpMessage: content will appear above the existing help message when clicking the “Help” link in the top right of the self check-out interface.

      Version

      Prior to Koha version 23.11, this was a system preference. See SelfCheckHelpMessage for more information.

    • SelfCheckInMainUserBlock: content will appear in the center of the main page of the self check-in screen.

      Version

      Prior to Koha version 23.11, this was a system preference. See SelfCheckInMainUserBlock for more information.

  • Staff interface locations

    • StaffAcquisitionsHome: content will appear at the bottom of the Acquisitions module main page.

    • StaffAuthoritiesHome: content will appear at the bottom of the Authorities main page.

    • StaffCataloguingHome: content will appear at the bottom of the Cataloguing module main page.

    • StaffListsHome: content will appear at the bottom of the Lists main page.

    • StaffPatronsHome: content will appear at the bottom of the Patrons module main page.

    • StaffPOSHome: content will appear at the bottom of the Point of sale main page.

    • StaffSerialsHome: content will appear at the bottom of the Serials module main page.

Pages

Nota

Only staff with the edit_additional_contents permission (or the superlibrarian permission) will have access to this tool.

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

The pages tool is a tool to create custom additional pages in the OPAC and in the staff interface. It is based on the same tool as the news and the HTML customizations, therefore it works in the same way.

Pages tool main page, with table of current pages

To add a new page:

  • Click “New entry”

    New page entry form

    • Display location: choose the interface from which this page should be accessed

      • Librarian and OPAC interfaces: two links will be created, one for the OPAC and one for the staff interface

      • Librarian interface: a link for the staff interface will be created

      • OPAC: a link for the OPAC will be created

    • Library: choose the library for which this page will be available

      • If an OPAC page is limited to a library, only logged in users whose home library matches the page library will be able to access the page.

      • Pages limited to a library will not be accessible to OPAC users who are not logged in, unless your system administrator has configured an “OPAC_BRANCH_DEFAULT” override in virtual host configuration.

      • If a staff interface page is limited to a library, only staff logged into that library will be able to access the page.

    • Publication date: use the publication date field to control from which date your page is accessible, if it should only be accessed at a future date.

    • Expiration date: use the expiration date field to remove the page after a specific date.

      • If this field is empty the page will be available until you remove it manually

    • You can enter the page title and content for each language installed

Nota

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

  • After filling in all of the fields, click “Save” at the top of the page.

    • Alternatively, click the arrow next to the “Save” button and choose “Save and continue editing” if you need to stay on this page to continue editing the news item.

  • In the table, a link will be generated for the OPAC or the staff interface or both. Use this link in HTML customizations, news or system preferences such as IntranetNav or IntranetmainUserBlock so that the patrons or staff members can access the new page.

    Nota

    To link to a specific page, use the code in the URL with the code= parameter. For example:

    OPACBASEURL/cgi-bin/koha/opac-page.pl?code=staff_and_opac_42

STAFFCLIENTBASEURL/cgi-bin/koha/tools/page.pl?code=staff_and_opac_42

    In multi-language installations, use the language= parameter followed by the language code to link to the page in a specific language. For example:

    OPACBASEURL/cgi-bin/koha/opac-page.pl?code=staff_and_opac_42&language=fr-CA

STAFFCLIENTBASEURL/cgi-bin/koha/tools/page.pl?code=staff_and_opac_42&language=fr-CA

To use a custom page

Once the page has been developed and saved, you will see a summary table of all custom pages. This table also displays the generated links to access these custom pages. The links will be available in both the default language, and the installed language currently in use by the logged in staff member.

Pages tool main page, with table of current pages

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

Preview of a page

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

Example of a page on the OPAC

One option is to use an HTML customisation to add the link to the page to a section of the OPAC. The page can be added as a navigation link (in OpacNav, OpacNavBottom, or OpacNavRight). Depending on the page, it may be more suitable in the header (opacheader), footer (opaccredits), or main section of the homepage (OpacMainUserBlock).

HTML customizations are only displayed on the OPAC, so News items would be the appropriate tool to add the link to the main landing page of the staff interface.

Example of an OpacNav HTML customization with links to pages

The benefit of putting the page link in an HTML customization or News item is that you can use the WYSIWYG editor, instead of writing code. However, there is always the option to write the content in the HTML text editor too, if you prefer.

Those more proficient in writing code could use jQuery (Javascript) to insert their page link anywhere in the OPAC or staff interface.

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

Using jQuery, the pages could be added to either interface as simple text links, or as more advanced button links or image links. Add code to the OPACUserJS system preference to apply jQuery to the OPAC, or to the IntranetUserJS system preference to apply jQuery to the staff interface.

Clever ways to use custom pages:

There are many interesting ways to use custom pages in a Koha library. We’ve heard discussion of pages being used for tables of contents, frequently asked questions pages for the library, and enquiry forms.

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

Another way to make custom Koha page content accessible for users, would be to catalogue those pages so they pop in in Koha search results, for example library tutorials that patrons may be looking for.

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

Once the page has been created, it can be catalogued in the URI field of a record (856$u). Alternatively, it could be catalogued in the URI field of an item attached to a record (952$u). Both of these fields get converted into hyperlinks by Koha. If catalogued in a record or item, it would then be indexed and become searchable.

Once catalogued, these pages could be used in other ways that are typically reserved for books and other records. The records representing pages can be added to lists, or stored in virtual collections or locations that make them easier to find in the catalogue. They could even be captured and displayed in carousels!

Task scheduler

Nota

Only staff with the schedule_tasks permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Additional tools > Task scheduler

Lo schedulatore è uno strumento per impostare la creazione di report da eseguire ogni volta che ti serve.

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

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  • L’ora del server è l’orario sul tuo server (lo schedulatore di tutti i report si basa su quell’orario, non sul tuo orario locale)

  • L’orario deve essere inserito nella forma hh::mm (due cifre per l’ora, due cifre per i minuti)

  • Inserisci la data usando il calendario pop-up

  • Da Report scegli il report che vuoi schedulare

  • Scegli se ricevere il testo oppure un link ai risultati

  • Nel campo email scrivi l’email di chi vuoi riceva il tuo report

Sotto il form dello schedulatore c’è una lista dei report schedulati

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You can also schedule reports directly from the list of saved reports by clicking the small arrow next to the “Run” button and selecting the “Schedule” option.

"Schedule" option of the report action button

Risoluzione problemi

Lo schedulatore non funzionerà se l’utente Unix del server web non ha i permessi per usarlo. Di” al tuo gestore del sistema di controllare la configurazione al riguardo in /etc/at.allow e in /etc/at.deny. E” lavoro del sistemista sistemare questo problema.

Quote editor

Nota

Only staff with the edit_quotes permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Additional Tools > Quote editor

This tool will allow you to add and edit quotes to show on the OPAC or the staff interface.

Main page of the quote of the day editor

To turn this feature on set the QuoteOfTheDay system preference to either “OPAC”, “staff interface”, or both, and add at least one quote using this tool.

Nell” OPAC, le citazioni appariranno sopra la localizzazione “OpacMainUserBlock” delle news.

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

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

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

Adding a quote

Per aggiungere una citazione:

  • Click the “New quote” button in the toolbar at the top of the page.

    Main page of the quote of the day editor

  • Fill out the form.

    New quote form

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

    • Text: enter the text of the quote

    Avvertimento

    Entrambi i campi di “Testo” e “Fonte” devono essere compilati al fine di salvare la nuova citazione.

  • Click “Submit” to save the new quote.

The new quote should now be visible in the list.

Importing quotes

You can import a batch of quotes as a CSV file. Your file must contain two columns in the form: «source»,»text» with no header row.

Nota

Ti verrà presentato un messaggio di conferma per caricare file più grandi di 512KB

  • To start the import process click the “Import quotes” button at the top of the screen.

    Main page of the quote of the day editor

  • Una volta arrivati alla schermata di importazione citazioni, è possibile cercare nel proprio computer il file che si desidera importare

    Quote uploader screen

  • Dopo aver scelto un file CSV, premi sul bottone “Apri” e il file verrà caricato in una tabella temporanea per le modifiche.

    A list of imported quotes in a table

  • Dalla lista è possibile modificare i campi “Fonte” o «Testo» facendo clic sul campo desiderato. Quando si è finito di modificare un campo, premere il tasto <Enter> sulla tastiera per salvare le modifiche.

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

  • Una volta che sei soddisfatto delle citazioni, fai clic sul pulsante “Salva citazioni” nella barra degli strumenti nella parte superiore e le citazioni verranno salvate.

Editing a quote

To edit a quote, click on the “Edit” button to the right of the quote.

Main page of the quote of the day editor

Edit either the “Source” or “Text” fields.

Click “Submit” to save the quote.

Deleting a quote

To delete a quote, click on the “Delete” button to the right of the quote.

Main page of the quote of the day editor

Confirm the deletion by clicking “Delete”.

Quote deletion confirmation modal

Tool plugins

This tool is used to view, manage and configure plugins used as tools.

This section will only be visible once you have uploaded tool-type plugins in the plugin administration page.

  • Get there: More > Tools > Additional Tools > Tool plugins

Nota

Only staff with the tool permission (or the superlibrarian permission) will be able to access tool plugins.

From this page, you will see only tool-type plugins.

See the managing plugins section of this manual to learn how to manage your tool-type plugins.

Carica

Nota

Only staff with the upload_general_files permission (or the superlibrarian permission) will have access to this tool.

  • Vai a: Più > Strumenti > Strumenti aggiuntivi > Carica

Questo strumento ti permetterà di caricare files nel tuo Koha per selezionarli nel Form di catalogazione.

Upload files

Quando si visita prima lo strumento di caricamento si potrebbe vedere un avvertimento relativo alla mancanza di una categoria.

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Le categorie sono definite con i vari valori autorizzati della categoria UPLOAD. Se non hai categorie di carico i file saranno temporanei e verranno cancellati al successivo riavvio del server. Un volta che hai messo dei valori nella categoria UPLOAD, vedrai un menù di scelta sotto il bottone “Scorri”.

Upload new files tool with the option to select the file and assign a category

Scegli un file dal tuo computer, scegli una categoria e decidi se il pubblico generico può scaricare il file dall’OPAC. Una volta che il tuo file è caricato, ti verra chiesta una conferma.

image1244

Search files

Tutti i file caricati sono cercabile da questo form. Usando il form puoi cercare i file caricati con ogni parte del nome e/o del valore di Hashvalue.Search

You will be presented with the results of your search.

image1245

Access files

Nota

Only staff with the access_files permission (or the superlibrarian permission) will have access to this tool.

  • Get there: More > Tools > Additional Tools > Access files

This option allows access to files stored on the server from the staff interface. The directories where the files are stored need to be defined in the koha-conf.xml file.

image1340

OPAC problem reports

  • Get there: More > Tools > Additional tools > OPAC problem reports

This tool is used to manage the problem reports sent by patrons via the OPAC.

Nota

This tool only appears if the OPACReportProblem system preference is enabled.

From this tool, you will see all the problems that were reported by patrons on the OPAC.

Table of problem reports submitted by patrons

From the “Actions” column, you can

  • “Mark viewed”: mark this problem report as viewed, this will change the status of the problem report to “Viewed”

  • “Mark closed”: close this problem report, this will change the status of the problem report to “Closed”

  • “Mark new”: mark this problem as new (i.e. not viewed), this will revert the status back to “New”.

You can also batch change statuses by checking the boxes next to the problem reports you want to change and use the button at the top of the page.

Cash management

Koha includes a number of options for dealing with monetary transactions and actions to allow for fine grained tracking of these processes for audit and analytic processes.

Cash registers

Cash registers can be used to track transactions to a specific location in your library. This can be especially helpful for detailing where cash has been taken for payments and then when this cash is subsequently removed and taken to the bank.

Setup

To enable the use of cash registers, you must turn on the UseCashRegisters system preference.

You can then configure cash registers for your library from the cash registers page in the administration module.

Cashup

Nota

Only staff with the cashup permission (or the superlibrarian permission) will be able to perform cashups.

The action of “cashing up” can be recorded against a cash register from both the library details and register details pages.

Clicking the Record cashup button will simply record the date and time that the action has taken place and is intended to allow the regular record of when money is collected from the cash register and taken to the bank.

Both of the above pages utilize the cashup record to limit the display of transactions/summaries to only pertinent information, since the last cashup.

Once a cashup has taken place, a summary of the transactions taken during that cashup period is available for display, and printing, via the Summary link found next to the last cashup date on the register details page.

A cashup summary view modal

Cash summary for library

  • Get there: Home > Tools > Cash summary for library

A summary of transaction amounts associated to a libraries cash registers can be found under the “Cash summary for library” page tool.

The summary will list registers associated with your logged in branch alongside information about how much money should be found in each register, what is available to take to the bank and a breakdown of income vs outgoings.

Note: You can also access this page from the left hand menu available on the Point of sale page when that module is enabled.

Transaction history for register

  • Get there: Home > Tools > Cash management > Transaction history for register

A list of all transactions to have taken place at a register is available by clicking on the cash register name from the library details page.

If you have the correct permissions, you can re-print receipts, issue refunds and record cashups from this page.

Note: You can also access this page from the left hand menu available on the Point of sale page when that module is enabled.