在 Koha 使用第三方軟體

MarcEdit

很多圖書館喜歡使用 MarcEdit 軟體修改與整理資料。該軟體可從此處下載：http://marcedit.reeset.net/

重要

本章內描述的內容可以在 Koha 內使用 Marc 編修模板 完成它，但此段內容係供 MarcEdit 使用。

新增索書號的首字

匯入資料前，您或許要先清理它。常用的方法是新增前置碼於索書號之前。

• 開啟 MarcEdit

  

• 點選 'MarcEditor'

• 進入工具 > 編輯分欄資料

  

• 在資料前置特殊字元：^b，在分欄前置資料時，祗需在欄位資料前加入 ^b 即可：將文字及資料附加在取代位置

  

  • 取代字串時先在分欄加入前置資料，加入 ^b [欲取代的字串] 於資料欄位前。

將 Excel 資料匯入 Koha

假設您想要匯入已經存在的 Excel 格式記錄。該怎麼做呢？Koha 不讓您直接匯入 Excel 格式資料。以另個簡單的方案使 Koha 接收 Excel 資料。將 Excel 檔案轉換為 MARC 格式，就能夠匯入。

依照下列的步驟將 Excel 記錄匯入 Koha

將 Excel 格式轉換為 .mrk 格式

首先，將 Excel 格式轉換為 .mrk 格式。您將用到 MarcEdit 軟體。可從此處下載它 http://marcedit.reeset.net/

開啟它並選擇Add-ins-->刪除文字轉換器。

出現以下視窗時按下一步。

瀏覽您的 Excel 檔案。

依照 Excel 檔案格式 (*.xls) 選取您的 Excel 檔案。

同樣的，填入其他款目，如：匯出檔案、Excel 表單名稱並勾選 UTF-8 編碼 (必要時) 並點選下一步。

畫面提示您將欄位對映至標準的 MARC 格式欄位。

假設欄位 0 是第一欄，則鍵入對映至：022$a (連續性出版品的有效 ISSN) 再按取用。

說明

可以客製化指標及其他字串，MARC21 格式的詳情參見 :ref:`official library of congress site <http://www.loc.gov/marc/bibliographic/>`__。

對映其他欄位後再按完成。

將出現視窗告知已新增您的 MARC 文字檔 (*.mrk)。

按關閉此步驟把 .xls 檔案格式轉換為 .mrk 檔案格式。點兩下就能打開該檔案。

轉換 .mrk 格式為 .mrc

我們將轉換稍早新增的 .mrk 檔案為可以直接匯入 Koha 的 MRAC 檔案。

所以再開啟 MarcEdit 軟體並選擇 MARC 工具。

接著選取 MarcMaker 把 .mrk 檔案轉換為 .mrc 檔案。

選取您的匯入檔案並命名匯出檔案。再點選執行。

然後它將顯示結果。

按關閉，接著出現 MARC 記錄(.mrc)。

把 .mrc 匯入 Koha

More information on importing records into Koha can be found in the Stage MARC records for import section of this manual.

最後我們將把新增的 .mrc 檔案匯入 Koha。

點選館員介面的工具。

接著按待匯入的 MARC 記錄。

然後，選擇稍早新增的 .mrc 檔案並按上傳。

您可新增檔案的評論然後再點選匯入待處理。

匯入完成後，您將得到如下的結果

然後，點選管理待匯入記錄。

您可從這裡改變對映規則。

做好後，點選匯入此批次目錄。

做好後。匯入所有的記錄後，按狀態後將顯示 "已匯入"

您可取消匯入作業。

幾分鐘後，您就已匯入 10,000 筆左右的記錄

OCLC Cataloging Services

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

• WorldShare Record Manager

• Connexion

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

Setting up the OCLC Connexion Daemon

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

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

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

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

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

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

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

4. Run the script.

   • You can do this manually to test it out:

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

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

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

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

     2. Enable and start the service:

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

     3. Check the status of the service:

        systemctl status koha-oclc-connexion
        

WorldShare Record Manager

Setting up WorldShare Record Manager

1. Log in to your WorldShare account.

2. Go to the "Metadata" tab.

3. Select "Record Manager" in the sidebar.

4. Select "User Preferences" in the sidebar.

   备注

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

   

5. Go to "Exporting – Bibliographic Records".

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

6. Go to the "General" tab.

   

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

   2. Click "Save".

7. Go to the "TCP/IP" tab.

   

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

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

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

   4. Click "Save".

Using WorldShare Record Manager

Sending a single record from the WorldShare Record Manager to Koha

1. Log in to your WorldShare account.

2. Go to the "Metadata" tab.

3. Select "Record Manager" in the sidebar.

4. Search for a record.

   

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

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

   

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

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

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

Sending multiple records from the WorldShare Record Manager to Koha

1. Log in to your WorldShare account.

2. Go to the "Metadata" tab.

3. Select "Record Manager" in the sidebar.

4. Search for a record.

   

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

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

7. Repeat from step 4 as needed.

8. Click on "Export Lists" in the sidebar.

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

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

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

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

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

OCLC Connexion Client desktop software

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

Talking Tech

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

Installation and setup instructions

確認您已執行 installer/data/mysql/atomicupdate/Bug-4246-Talking-Tech-itiva-phone-notifications.pl，安裝必備的資料包(新增 syspref，通知 placeholders 與 messaging transport 偏好)

To use, TalkingTechItivaPhoneNotification system preference must be turned on.

If you wish to process PREOVERDUE or RESERVES messages, you'll need the EnhancedMessagingPreferences system preference turned on, and patrons to have filled in a preference for receiving these notices by phone.

對於 OVERDUE，必須在 更多 > 工具 > 啟動逾期通知 下的組態逾期通知。可以使用個別分館的啟動方式，或預設階段的啟動 (選擇適宜的腳本)。

Sending notices file

1. 新增 TalkingTech_itiva_outbound.pl 腳本至您的排程

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

3. 若您需要，可以在送出之後於另個資料夾典藏送出的通知檔

執行 TalkingTech_itiva_outbound.pl --help 指令取得更多資訊

Receiving results file

1. 新增 FTP/SFTP 或其他傳輸方法，將結果檔案送至您 Koha 伺服器內已知的資料夾

2. 新增 TalkingTech_itiva_inbound.pl 腳本於您的排程後，針對於該資料夾

3. 若您願意，可以在處理後於其他資料夾儲存結果檔案

執行 TalkingTech_itiva_inbound.pl --help 指令取得更多資訊