Koha 3.2 Manual (en)

Nicole C. Engard

ByWater Solutions/BibLibre

Copyright © 2009, 2010 Nicole C. Engard/ByWater Solutions/BibLibre

This manual is licensed under the GNU General Public License, version 2

Learn more about this license in the GPL2 Appendix

Table of Contents
1. Administration
1.1. Global System Preferences
1.1.1. Acquisitions
1.1.2. Administration
1.1.3. Authorities
1.1.4. Cataloging
1.1.5. Circulation
1.1.6. Creators
1.1.7. Enhanced Content
1.1.8. I18N/L10N
1.1.9. Local Use
1.1.10. Logs
1.1.11. OPAC
1.1.12. Patrons
1.1.13. Searching
1.1.14. Serials
1.1.15. Staff Client
1.1.16. Web Services
1.2. Basic Parameters
1.2.1. Libraries & Groups
1.2.2. Item Types
1.2.3. Authorized Values
1.3. Patrons & Circulation
1.3.1. Patron Categories
1.3.2. Cities and Towns
1.3.3. Road Types
1.3.4. Patron Attribute Types
1.3.5. Circulation & Fine Rules
1.3.6. Library Transfer Limits
1.3.7. Item Circulation Alerts
1.4. Catalog Administration
1.4.1. MARC Bibliographic Frameworks
1.4.2. Koha to MARC Mapping
1.4.3. Keywords to MARC Mapping
1.4.4. MARC Bibliographic Framework Test
1.4.5. Authority Types
1.4.6. Classification Sources
1.4.7. Record Matching Rules
1.5. Acquisitions
1.5.1. Currencies & Exchange Rates
1.5.2. Budgets
1.5.3. Funds
1.6. Additional Parameters
1.6.1. Stop Words
1.6.2. Z39.50 Servers
2. Tools
2.1. News
2.2. Label Creator
2.2.1. Templates
2.2.2. Profiles
2.2.3. Layouts
2.2.4. Batches
2.3. Quick Spine Label Creator
2.4. Patron Card Creator
2.4.1. Templates
2.4.2. Profiles
2.4.3. Layouts
2.4.4. Batches
2.4.5. Manage Images
2.5. Calendar & Holidays
2.5.1. Adding Events
2.5.2. Editing Events
2.5.3. Additional Help
2.6. Comments/Reviews
2.7. Tag Moderation
2.8. CSV Profiles
2.8.1. Add CSV Profiles
2.8.2. Modify CSV Profiles
2.8.3. Using CSV Profiles
2.9. Stage MARC Records for Import
2.10. Staged MARC Management
2.11. Export Bibliographic & Holdings Data (MARC Export)
2.12. Patron Import
2.12.1. Creating Patron File
2.12.2. Importing Patrons
2.13. Patrons (anonymize, bulk-delete)
2.14. Upload Patron Images
2.15. Task Scheduler
2.15.1. Troubleshooting
2.16. Notices
2.16.1. Adding Notices
2.16.2. Existing Notices
2.17. Overdue Notice/Status Triggers
2.18. Log Viewer
2.19. Inventory/Stocktaking
2.20. Modify a queryset of items
2.21. Delete a queryset of items
3. Patrons
3.1. Add a new patron
3.2. Add a Staff Patron
3.3. Add a Statistical Patron
3.4. Editing Patrons
3.5. Patron Permissions
3.5.1. Setting Patron Permissions
3.5.2. Patron Permissions Defined
3.6. Patron Information
3.6.1. Check Out
3.6.2. Details
3.6.3. Fines
3.6.4. Circulation History
3.6.5. Modification Log
3.6.6. Messaging
3.6.7. Notices
3.7. Patron Search
4. Circulation
4.1. Check Out (Issuing)
4.1.1. Checking Items Out
4.1.2. Check Out Messages
4.2. Check In (Returning)
4.2.1. Checking Items In
4.2.2. Check In Messages
4.3. Circulation Messages
4.3.1. Setting up Messages
4.3.2. Adding a Message
4.3.3. Viewing Messages
4.4. Holds
4.4.1. Placing Holds in Staff Client
4.4.2. Managing Holds
4.4.3. Receiving Holds
4.5. Transfers
4.6. Set Library
4.7. Fast Add Cataloging
4.8. Circulation Reports
4.8.1. Holds Queue
4.8.2. Holds to pull
4.8.3. Holds awaiting pickup
4.8.4. Hold ratios
4.8.5. Transfers to receive
4.8.6. Overdues
4.8.7. Overdues with fines
4.9. Tracking Inhouse Use
4.10. In Processing / Book Cart Locations
4.11. Self Checkout
4.12. Offline Circulation Utility
4.12.1. Firefox Plugin
4.12.2. Offline Circ Tool for Windows
4.12.3. Upload Offline Circ File
5. Cataloging
5.1. Bibliographic Records
5.1.1. Adding Records
5.1.2. Editing Records
5.1.3. Duplicating Records
5.1.4. Merging Records
5.2. Item Records
5.2.1. Adding Items
5.2.2. Editing Items
5.2.3. Moving Items
5.3. Authorities
5.3.1. Adding Authorities
5.3.2. Searching Authorities
5.3.3. Editing Authorities
6. Serials
6.1. Add a subscription
6.2. Receive Issues
6.3. Create a Routing List
6.4. Subscriptions in Staff Client
6.5. Subscriptions in OPAC
7. Acquisitions
7.1. Setup
7.2. Vendors
7.2.1. Add a Vendor
7.2.2. View/Edit a Vendor
7.2.3. Vendor Contracts
7.3. Managing Suggestions
7.4. Placing Orders
7.4.1. Create a basket
7.4.2. Create a basket group
7.4.3. Printing baskets
7.5. Receiving Orders
7.6. Claims & Late Orders
8. Lists & Cart
8.1. Lists
8.1.1. Create a List
8.1.2. Add to a List
8.1.3. Viewing Lists
8.1.4. Merging Bibliographic Records Via Lists
8.2. Cart
9. Reports
9.1. Custom Reports
9.1.1. Add Custom Report
9.1.2. Edit Custom Reports
9.2. Statistics Reports
9.2.1. Acquisitions Statistics
9.2.2. Patron Statistics
9.2.3. Catalog Statistics
9.2.4. Circulation Statistics
9.2.5. Serials Statistics
9.2.6. Patrons with the most checkouts
9.2.7. Most Circulated Items
9.2.8. Patrons with no checkouts
9.2.9. Items with no checkouts
9.2.10. Catalog by Item Type
9.2.11. Lost Items
9.2.12. Average Loan Time
9.3. Report Dictionary
10. OPAC
10.1. Search Results
10.1.1. Results Overview
10.1.2. Filters
10.1.3. Search RSS Feeds
10.2. Bibliographic Record
10.3. Lists & Cart
10.3.1. Lists
10.3.2. Cart
10.4. Enhanced Content
10.4.1. Tagging
10.4.2. Comments
10.4.3. Zotero
10.4.4. Custom RSS Feeds
10.5. My Account
11. Searching
11.1. Advanced Search Prefixes
11.2. Guide to Searching
11.2.1. Indexing and Searching Description
11.2.2. Indexing Configuration
11.2.3. Basic Searching
11.2.4. Advanced Searching
11.2.5. Common Command Language Searching
12. SOPAC2 Installation
12.1. Introduction
12.2. Installation of Locum and Insurge
12.2.1. Dependencies
12.2.2. Download
12.2.3. Creation of the Database
12.2.4. Sync DSN
12.2.5. Installation of Insurge
12.2.6. Installation of Locum
12.3. Installation of Koha Connector
12.4. Harvest Records
12.5. Installation of Sphinx
12.5.1. Dependencies
12.5.2. Download and Compile
12.5.3. Creation of User and Group
12.5.4. The demon Sphinx
12.5.5. Configuration
12.5.6. Indexing documents
12.6. Installation of SOPAC2
12.6.1. Download
12.6.2. Installation
12.6.3. Configuration
A. System Preference Defaults
A.1. ISBD Defaults
A.1.1. MARC Default
A.1.2. UNIMARC Default
A.2. NoZebraIndexes Default
B. Configuring Receipt Printers
B.1. For Epson TM-T88III (3) & TM-T88IV (4) Printers
B.1.1. In the Print Driver
B.1.2. In Firefox
B.2. For Epson TM-T88II (2) Printers
B.2.1. In Firefox
C. Sample Notice
D. Sample Serials
D.1. Reader's Digest (0034-0375)
D.2. People Weekly (1076-0091)
E. Using Koha as a Content Management System (CMS)
E.1. Setup
E.1.1. Troubleshooting
E.1.2. Bonus Points
E.2. Usage
E.2.1. Adding Pages
E.2.2. Viewing your page
E.2.3. Example
E.2.4. Live Examples
F. Important Links
F.1. Koha Related
F.2. Cataloging Related
F.3. Enhanced Content Related
F.4. Reports Related
F.5. Installation Guides
F.6. Misc
G. Koha Embedded Holdings Data
H. FAQs
H.1. Display
H.1.1. Custom Item Type/Authorized Value Icons
H.1.2. Customizing Koha Images
H.1.3. Subtitle Display on Bib Records
H.2. Circulation
H.2.1. Dropbox Date
H.2.2. Duplicate Overdue Notices
H.2.3. Printing Overdue Notices
H.3. Cataloging
H.3.1. Authority Fields
H.3.2. Koha to MARC Mapping
H.3.3. Number of Items Per Bib Record
H.4. Acquisitions
H.4.1. Planning Categories
H.5. Serials
H.5.1. Advanced Patterns
H.6. Reports
H.6.1. Define Codes Stored in DB
H.7. Searching
H.7.1. Advanced Search
H.8. Enhanced Content
H.8.1. FRBRizing Content
H.8.2. Amazon
H.9. System Administration
H.9.1. Errors in Zebra Cron
H.9.2. Making Z39.50 Target Public
H.9.3. Shelving Location Authorized Values
H.9.4. Why do I need Authorized Values?
H.9.5. How do I clean up the sessions table?
H.10. Hardware
H.10.1. Barcode Scanners
H.10.2. Printers
I. Cron Jobs
I.1. Cron Jobs
I.1.1. Search
I.1.2. Circulation
I.1.3. Notices
I.1.4. In Processing/Book Cart
I.1.5. Catalog
I.1.6. OPAC
I.1.7. System Administration
I.1.8. Deprecated scripts
I.2. Additional Information
J. Web Services
J.1. OAI-PMH
J.1.1. Sample OAI Conf File
K. Using the SRU server
K.1. Using the SRU server
K.1.1. Explain
K.1.2. Search
K.1.3. Retrieve
L. Extending Koha
L.1. Amazon lookup script for Koha libraries
L.2. Keyword Clouds
M. GNU General Public License
M.1. Preamble
M.2. TERMS AND CONDITIONS FOR COPYING, DISTRIBUTION AND MODIFICATION
M.2.1. Section 0
M.2.2. Section 1
M.2.3. Section 2
M.2.4. Section 3
M.2.5. Section 4
M.2.6. Section 5
M.2.7. Section 6
M.2.8. Section 7
M.2.9. Section 8
M.2.10. Section 9
M.2.11. Section 10
M.2.12. NO WARRANTY Section 11
M.2.13. Section 12
M.3. How to Apply These Terms to Your New Programs
List of Tables
11-1.
G-1.
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