The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.
You do not need to use Acquisitions to add items to your catalogue. If you do not want to track orders and budget expenditure, then use the "Add MARC" feature in Cataloging to add new bibliographic and item records.
How to place an order?
To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order.
What needs to be setup to use Acquisitions?
To make the most of acquisitions the following needs to be setup under System Administration
Budgets and Funds - "Funds" are used to group "Budgets". For example a Fund may be called "General Stack", and will have a "Budget" which records the amount availalbe to spend during the period of the budget. A budget must have a start and end date.
Exchange Rates (optional)- If making purchases in overseas currency, the exchange rate will need to be set realtive to your local currency. Remember that your local currency should be set to 1.00 NOTE: Exchanges Rates need to be updated manually.
Vendor(s) - These are the entities where items are purchased, or donated from. Orders are placed with Vendors.
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Acquisitions Help
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+
What is Acquisitions?
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The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.
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You do not need to use Acquisitions to add items to your catalogue. If you do not want to track orders and budget expenditure, then use the "Add MARC" feature in Cataloging to add new bibliographic and item records.
+
+
How to place an order?
+
+
To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order.
What needs to be setup to use Acquisitions?
+
To make the most of acquisitions the following needs to be setup under System Administration
+
+
Budgets and Funds - "Funds" are used to group "Budgets". For example a Fund may be called "General Stack", and will have a "Budget" which records the amount availalbe to spend during the period of the budget. A budget must have a start and end date.
+
Exchange Rates (optional)- If making purchases in overseas currency, the exchange rate will need to be set realtive to your local currency. Remember that your local currency should be set to 1.00 NOTE: Exchanges Rates need to be updated manually.
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Vendor(s) - These are the entities where items are purchased, or donated from. Orders are placed with Vendors.
+
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diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tmpl
index c993675fb6..5b7799a3c8 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/basket.tmpl
@@ -1,3 +1,20 @@
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Placing an Order Help
What is a Basket and Order?
A Basket is used to group a set of order lines. An order is placed for an individual item.
An Order can have multiple copies/units placed against it. A Basket can have multiple Orders.
How do I add Items to an Order?
From an existing record - Use the search to locate the bibliographic record of the item that you wish to order more copies of.
From A Suggestion - view suggestions placed by Patrons and add to the item to the basket.
From a new (empty) record - If you know that the item is not in the library already, then create a new record from scratch.
TIP: Always check your Cataloge first
It is highly advisable that you get in the habit of checking the cataloge first before placing an order for a new item. This saves unnecessary duplicate bibliographic records in your database and any need to merge/deduplicate records.
Do I have to "Close" a Basket?
No, this is not necessary, you will still be able to mark items received without closing a basket. Closing a basket is good practice for keeping track of late orders which is discussed in this manual.
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Placing an Order Help
+
+
What is a Basket and Order?
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A Basket is used to group a set of order lines. An order is placed for an individual item.
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An Order can have multiple copies/units placed against it. A Basket can have multiple Orders.
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How do I add Items to an Order?
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From an existing record - Use the search to locate the bibliographic record of the item that you wish to order more copies of.
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From A Suggestion - view suggestions placed by Patrons and add to the item to the basket.
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From a new (empty) record - If you know that the item is not in the library already, then create a new record from scratch.
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TIP: Always check your Catalog first
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It is highly advisable that you get in the habit of checking the catalog first before placing an order for a new item. This saves unnecessary duplicate bibliographic records in your database and any need to merge/deduplicate records.
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Do I have to "Close" a Basket?
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No, this is not necessary, you will still be able to mark items received without closing a basket. Closing a basket is good practice for keeping track of late orders which is discussed in this manual.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newbiblio.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newbiblio.tmpl
index 494445d7e2..c79a2ee7f0 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newbiblio.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/newbiblio.tmpl
@@ -2,6 +2,4 @@
Add Bibliographic Record
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Sorting Field 1 and Sorting Field 2 may now be related to a list of Authorized Values. All you have to do is define an Asort1 or Asort2 category of authorised values and enter the desired values into these categories. You will then be able to use them through Add/Modify Bibliographic Record page
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\ No newline at end of file
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Sorting Field 1 and Sorting Field 2 may now be related to a list of Authorized Values. All you have to do is define an Asort1 or Asort2 category of authorised values and enter the desired values into these categories. You will then be able to use them through Add/Modify Bibliographic Record page
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tmpl
index 4cc5de4c8e..b2ff5c9ae0 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/neworderempty.tmpl
@@ -1,18 +1,18 @@
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Order Details Help
What is the "Vendor Price"?
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Order Details Help
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What is the "Vendor Price"?
The vendor price is the price given to you by the vendor, sometimes called the "List Price". Depdending on how the Vendor is setup this may or maynot include any discount given to you by the vendor and/or any sales tax. See Vendors for more information.
What is the "Replacement Price"?
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The replacement price is the total cost of what it would cost to replace the item if you had to purchase the item retail at recommended retail. This is the amount that a patron could be charged if item is lost or damaged beyond repair.
What is the "Budgeted Price"?
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This is the price you expect to pay for the item, including any discount and any relevant sales tax (depending on the vendor setup) and is the amount that will be charged to your Commited budget.
What is the "Actual Price"?
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This is the price that shows on the invoice or packing slip when you receive the item. When placing an order, Koha will automatically calculate this for you. When an item is received, this can be over keyed with the actual value. This is to take into account any slight differences in rounding or price flutucations between ordering the item and actually recieving it.
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The Actual price is what is committed to your Spent budget.
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This is the price that shows on the invoice or packing slip when you receive the item. When placing an order, Koha will automatically calculate this for you. When an item is received, this can be over keyed with the actual value. This is to take into account any slight differences in rounding or price flutucations between ordering the item and actually recieving it.
The Actual price is what is committed to your Spent budget.
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\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tmpl
index b9b124b402..54b5916623 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/orderreceive.tmpl
@@ -1,10 +1,21 @@
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Receiving Orders Help
How do I receive items that have arrived?
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Firstly, check the catalogue details that you are recieiving the right item. If these are correct, you can add the item details.
For each item you will need to check the following:
Volume/Copy for Serails
Item Barcode scan or enter the barcode that has been assigned to the item
Home Library choose the home library/branch for the item from the drop down list
Item Type choose the item type from the drop down.
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Receiving Orders Help
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How do I receive multiple identical items?
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How do I receive items that have arrived?
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Firstly, check the catalogue details that you are recieiving the right item. If these are correct, you can add the item details.
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For each item you will need to check the following:
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Volume/Copy for Serials
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Item Barcode scan or enter the barcode that has been assigned to the item
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Home Library choose the home library/branch for the item from the drop down list
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Item Type choose the item type from the drop down.
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How do I receive multiple identical items?
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If you have ordered multiple copies of the same item, then use the "+" to bring up another Item Details input fieldset.
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For each copy you will need to set that Item Barcode, Home Library and Item Type.
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Each time you add a new item, the Quantity Received under Accounting Details should be updated.
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If you press the "+" by mistake, use the "-" button to remove the unwanted Item Details input fieldset
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If you have ordered multiple copies of the same item, then use the "+" to bring up another Item Details input fieldset.
For each copy you will need to set that Item Barce, Home Library and Item Type.
Each time you add a new item, the Quantity Received under Accounting Details should be updated.
If you press the "+" by mistake, use the "-" button to remove the unwanted Item Details input fieldset
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diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl
index 364bef283c..f7b2eddaa2 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/parcels.tmpl
@@ -1,5 +1,30 @@
-
-Receiving Orders
After your orders have been entered into the system and sent off to the vendors, you will need to mark them received.
You must first pick a vendor
After searching for a vendor you will see all open orders on a summary page
To receive an order click 'Receive order' (link) or 'Receive Parcel' (button)
Enter the invoice number is 'Vendor invoice' and the shipment date in 'Shipment date'
Click 'Save'
You'll need to choose which items arrived in this shipment
Either search by title or ISBN or click 'Receive order' next to the item you'd like to mark as received
Be sure to update the 'Quantity received' as well as any other information you need for your records
TIP: To add another received item, click the '+' (plus) icon at the bottom left. If you add too many click the '-' (minus) to the right of the '+' (plus)
Click 'Save'
You will now see the received items in the summary of 'Items in this shipment'
When you've added all of the items to your shipment you can browse away from the page.
To make edits to your shipment return to Acquisitions and search for the vendor in question.
Click the 'Receive Parcel' button
Your previous orders will be searchable and editable from here
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-
+
+
Receiving Orders
+
+
After your orders have been entered into the system and sent off to the vendors, you will need to mark them received.
+
+
+
You must first pick a vendor
+
After searching for a vendor you will see all open orders on a summary page
+
To receive an order click 'Receive order' (link) or 'Receive Parcel' (button)
+
Enter the invoice number is 'Vendor invoice' and the shipment date in 'Shipment date'
+
Click 'Save'
+
You'll need to choose which items arrived in this shipment
+
Either search by title or ISBN or click 'Receive order' next to the item you'd like to mark as received
+
Be sure to update the 'Quantity received' as well as any other information you need for your records
+
+
+
+TIP: To add another received item, click the '+' (plus) icon at the bottom left. If you add too many click the '-' (minus) to the right of the '+' (plus)
+
+
Click 'Save'
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You will now see the received items in the summary of 'Items in this shipment'
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When you've added all of the items to your shipment you can browse away from the page.
+
+
To make edits to your shipment return to Acquisitions and search for the vendor in question.
+
Click the 'Receive Parcel' button
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Your previous orders will be searchable and editable from here
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\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl
index fcf133bf5d..bc169d1ac6 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl
@@ -1,3 +1,43 @@
-Creating a vendor
Search for the vendor you want by using the 'Vendor Search' at the top.
If 'no results found', click on 'New Vendor'.
Enter the contact information for your vendor
TIP: Only the 'Company Name' is required but the more contact information you provide, the easier it will be to contact vendors when necessary
Enter additional infomration for your vendor
Active/Inactive
Orders can only be placed against Active vendors.
TIP: Mark vendors inactive if you no longer order from them or if they merged with another vendor, but you want to keep the data of your orders with them
Preferred publishers
This is for information only and is a space where you can record what the vendor sells
List Prices/Invoice Prices
If using multiple currencies you will need to pick which currency the totals are in when listed by the vendor and on the invoice.
TIP: Some vendors will list the prices in their own currency, but bill in your currency
Discount
Some vendors will offer a blanket discount to all orders placed with them, this will be calculated from their list price.
Notes
Include any notes that you may want to record for internal purposes.
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+
+
Creating a vendor
+
+
+
Search for the vendor you want by using the 'Vendor Search' at the top.
+
If 'no results found', click on 'New Vendor'.
+
Enter the contact information for your vendor
+
+
+
+TIP: Only the 'Company Name' is required but the more contact information you provide, the easier it will be to contact vendors when necessary
+
+
Enter additional infomration for your vendor
+
+
Active/Inactive
+
+
Orders can only be placed against Active vendors.
+
+
+TIP: Mark vendors inactive if you no longer order from them or if they merged with another vendor, but you want to keep the data of your orders with them
+
+
Preferred publishers
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+
This is for information only and is a space where you can record what the vendor sells
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+
List Prices/Invoice Prices
+
+
If using multiple currencies you will need to pick which currency the totals are in when listed by the vendor and on the invoice.
+
+
+TIP: Some vendors will list the prices in their own currency, but bill in your currency
+
+
Discount
+
+
Some vendors will offer a blanket discount to all orders placed with them, this will be calculated from their list price.
+
+
Notes
+
+
Include any notes that you may want to record for internal purposes.
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl
index be174e6584..0d50ad33f0 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/admin-home.tmpl
@@ -1,15 +1,16 @@
-
Administration Help
How to configure Koha?
+
Administration Help
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How to configure Koha?
There are two parts to the System Administration in Koha.
System Preferences
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Koha has an extensive set of system preferences. The system preferences control all the various features within Koha and whether they are active in your install or not. System preferences are generally set once at install and then not changed.
If you are not sure what combination of system preferences to use, try using one of the sample profiles at install. Note: many preferences interact with each other. Turning on one system preference may require that others are also set.
+
Koha has an extensive set of system preferences. The system preferences control all the various features within Koha and whether they are active in your install or not. System preferences are generally set once at install and then not changed.
+
If you are not sure what combination of system preferences to use, try using one of the sample profiles at install. Note: many preferences interact with each other. Turning on one system preference may require that others are also set.
System Parameters
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System parameters is where library policies are set and governed. It is best to set your system preferences, and then to work through the Parameters in the order that they appear on this page.
Note not all system parameters are required to be set. For exampe if you do not plan to use budget based acquisitions, then Accounts and Budgets, Currencies and Exchange Rates can be ignored. For more detail, see the Koha Wiki (wiki.koha.org) and KohaDocs (www.kohadocs.org).
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System parameters is where library policies are set and governed. It is best to set your system preferences, and then to work through the Parameters in the order that they appear on this page.
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Note not all system parameters are required to be set. For example if you do not plan to use budget based acquisitions, then Accounts and Budgets, Currencies and Exchange Rates can be ignored. For more detail, see the Koha Wiki (wiki.koha.org) and KohaDocs (www.kohadocs.org).
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diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl
index dddcbe8bd9..0097268bdb 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/aqbookfund.tmpl
@@ -1,3 +1,10 @@
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Fund Administration
The first time you access this page, you will be asked to add your first fund -- thereafter you will also have the option of editing and deleting funds.
Funds may be ignored if you are setting your System Preferences to "simple" acquisitions: the funds are only useful when using "normal" acquisitions.
"Funds" are accounts that you establish to keep track of your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.
Each fund has a unique fund code, limited to no more than five characters, that identifies it. You should decide on your fund codes (e.g. something like BOOKS, AV, MAGS, DATA for the four funds described above) and enter the code in the "fund" box, then a full name in the "Name" box.
Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.)
NOTE: Your dates will not save correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)
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Fund Administration
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The first time you access this page, you will be asked to add your first fund -- thereafter you will also have the option of editing and deleting funds.
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Funds may be ignored if you are setting your System Preferences to "simple" acquisitions: the funds are only useful when using "normal" acquisitions.
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"Funds" are accounts that you establish to keep track of your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.
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Each fund has a unique fund code, limited to no more than five characters, that identifies it. You should decide on your fund codes (e.g. something like BOOKS, AV, MAGS, DATA for the four funds described above) and enter the code in the "fund" box, then a full name in the "Name" box.
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Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.)
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NOTE: Your dates will not save correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl
index ac92da0d9c..0054639838 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/auth_subfields_structure.tmpl
@@ -1,6 +1,7 @@
MARC tag structure administration
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Koha allows you to specify which MARC tags you want to use and which you want to ignore. When you downloaded and installed Koha, you also got the entire list of MARC21 tags and subfields in current use. Now you need to use the administration page to edit this list and tell Koha which tags you want to use and how you want to use them.
You can define as the marc tag structure for each biblio framework you have defined
Koha allows you to restrict the values that catalogers can place in some MARC subfields to certain pre-defined "authorized" values. These authorized values are defined here.
HINT : if a subfield is non mandatory, Koha automatically adds an empty value to the authorised value list, that is selected by default. If the subfield is mandatory, no empty value is added (and you should NOT add it in the list, as it's an illegal value !)
HINT2 : in the MARC editor, the list is ordered by Text, NOT by value. So you can define a default value by putting a space before the value you want to see first. For example, if your list is related to language, you can set "ENG" as authorised value and " English" as text. The space will order "ENG" as first default value, and the space won't be shown (because HTML automatically discard useless spaces). Super hint : you can put a value 1st with N spaces, then another one 2nd with N-1 space,..., a value in Nth position with 1 space. Don't abuse of this feature, it's easier to find a value in an alphabetical order. It should be used only to have a default value
Koha automatically sets up authorized value categories for your item types and branch codes, and you can link these authorised values to MARC subfields when you set up your MARC tag structure.
"Why would I want to define authorized values for MARC tags?
Authorized Values create a 'controlled vocabulary' for your staff. As an example, let us assume that your Koha installation is used by several libraries, and you use MARC 21. You might want to restrict the 850a MARC subfield to the institution codes for just those libraries. In that case, you could define an authorized values category (perhaps called "INST") and enter the institution codes as the authorized values for that category.
TIP: Koha automatically sets up authorized value categories for your item types and branch codes, and you can link these authorized values to MARC subfields when you set up your MARC tag structure.
Existing Authorized Values
Koha comes with several other categories and pre-defined values your library is likely to use, for instance 'Lost'.
Asort1
attached to acquisitions, that can be used for stats purposes
Asort2
attached to acquisitions, that can be used for stats purposes
Bsort1
attached to patrons, that can be used for stats purposes
Bsort2
attached to patrons, that can be used for stats purposes
CCODE
collection code (appears when editing at item)
DAMAGED
descriptions for items marked as damaged (appears when editing an item)
HINGS_AS
holdings coded value ??
HINGS_C
holdings coded value ??
HINGS_PF
holdings coded value ??
HINGS_RD
holdings coded value ??
HINGS_UT
holdings coded value ??
LOC
shelving location (usually appears when editing an item)
LOST
descriptions for the items marked as lost (appears when editing an item)
NOT_LOAN
reasons why a title is not for loan
RESTRICTED
??
STACK
??
SUGGEST
list of patron suggestion reject or accept reasons (appears when managing suggestions)
WITHDRAWN
description of a withdrawn item (appears when editing an item)
View Authorized Values
To view the authorized values defined for a category that already exists like 'Lost', choose 'Lost' from the category dropdown menu
Then, you can see the values defined for the category "Lost" and edit them if you like.
Add Authorized Value
To add a new value under an existing category, click "New authorized value for"
Enter the value and description and choose an icon if you'd like
When finished, click 'Save'
Edit authorized values
Choose a category from the 'Show Category' dropdown menu
Click 'Edit' beside the authorized value you wish to edit
Make the changes you'd like and click 'Save'
TIP: Be careful about changing the 'Authorized value' as it may be associated with existing records.
Add a new Authorized Value Category
To add a new category, click 'New Category'
Fill in the 'Category', 'Authorized value' and 'Description' fields
IMPORTANT: The category name must be 8 characters or less. Also, just input one authorized value for the category. You can edit and add more after you save the category.
Click 'Save'
You've added a new category and can immediately start adding more authorized values to that category by clicking "New authorized value for..."
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+
+
Authorized values management
+
+
Koha allows you to restrict the values that catalogers can place in some MARC subfields to certain pre-defined "authorized" values. These authorized values are defined here.
+
+
HINT : if a subfield is non mandatory, Koha automatically adds an empty value to the authorised value list, that is selected by default. If the subfield is mandatory, no empty value is added (and you should NOT add it in the list, as it's an illegal value !)
+
HINT2 : in the MARC editor, the list is ordered by Text, NOT by value. So you can define a default value by putting a space before the value you want to see first. For example, if your list is related to language, you can set "ENG" as authorised value and " English" as text. The space will order "ENG" as first default value, and the space won't be shown (because HTML automatically discard useless spaces). Super hint : you can put a value 1st with N spaces, then another one 2nd with N-1 space,..., a value in Nth position with 1 space. Don't abuse of this feature, it's easier to find a value in an alphabetical order. It should be used only to have a default value
+
+
Koha automatically sets up authorized value categories for your item types and branch codes, and you can link these authorised values to MARC subfields when you set up your MARC tag structure.
+
+
Why would I want to define authorized values for MARC tags?
+
Authorized Values create a 'controlled vocabulary' for your staff. As an example, let us assume that your Koha installation is used by several libraries, and you use MARC 21. You might want to restrict the 850a MARC subfield to the institution codes for just those libraries. In that case, you could define an authorized values category (perhaps called "INST") and enter the institution codes as the authorized values for that category.
+
+TIP: Koha automatically sets up authorized value categories for your item types and branch codes, and you can link these authorized values to MARC subfields when you set up your MARC tag structure.
+
+ Existing Authorized Values
+Koha comes with several other categories and pre-defined values your library is likely to use, for instance 'Lost'.
+
+
+
Asort1
+
+
attached to acquisitions, that can be used for stats purposes
+
+
Asort2
+
+
attached to acquisitions, that can be used for stats purposes
+
+
Bsort1
+
+
attached to patrons, that can be used for stats purposes
+
+
Bsort2
+
+
attached to patrons, that can be used for stats purposes
+
+
CCODE
+
+
collection code (appears when editing at item)
+
+
DAMAGED
+
+
descriptions for items marked as damaged (appears when editing an item)
+
+
HINGS_AS
+
+
+
+holdings coded value??
+
+
HINGS_C
+
+
+
+holdings coded value??
+
+
HINGS_PF
+
+
+
+holdings coded value??
+
+
HINGS_RD
+
+
+
+holdings coded value??
+
+
HINGS_UT
+
+
+
+holdings coded value??
+
+
LOC
+
+
+shelving location (usually appears when editing an item)
+
+
LOST
+
+
descriptions for the items marked as lost (appears when editing an item)
+
+
NOT_LOAN
+
+
reasons why a title is not for loan
+
+
RESTRICTED
+
+
??
+
+
STACK
+
+
??
+
+
SUGGEST
+
+
list of patron suggestion reject or accept reasons (appears when managing suggestions)
+
+
WITHDRAWN
+
+
description of a withdrawn item (appears when editing an item)
+
+
+ View Authorized Values
+
+
+
To view the authorized values defined for a category that already exists like 'Lost', choose 'Lost' from the category dropdown menu
+
Then, you can see the values defined for the category "Lost" and edit them if you like.
+
+ Add Authorized Value
+
+
+
To add a new value under an existing category, click "New authorized value for"
+
Enter the value and description and choose an icon if you'd like
+
When finished, click 'Save'
+
+ Edit authorized values
+
+
Choose a category from the 'Show Category' dropdown menu
+
Click 'Edit' beside the authorized value you wish to edit
+
Make the changes you'd like and click 'Save'
+
+
+TIP: Be careful about changing the 'Authorized value' as it may be associated with existing records.
+
+ Add a new Authorized Value Category
+
+
+
+
To add a new category, click 'New Category'
+
Fill in the 'Category', 'Authorized value' and 'Description' fields
+
+
+
+IMPORTANT: The category name must be 8 characters or less. Also, just input one authorized value for the category. You can edit and add more after you save the category.
+
+
Click 'Save'
+
You've added a new category and can immediately start adding more authorized values to that category by clicking "New authorized value for..."
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tmpl
index d4c049bfa0..1ac50a6ea1 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/authtypes.tmpl
@@ -1,3 +1,43 @@
-
Authority types
You can define as many Authority types as you want.
with the MARC structure button, you can define the MARC structure of a given authority type
The tag reported must contain a MARC tag number. Every subfield in the selected tag will be copied to the "destination tag" in the biblio. for example, in UNIMARC, the tag 200 ot personal authority will be reported to 600, 700, 701, depending on what is cliqued in the biblio MARC editor.
The summary contains an "ISBD" like description to explain how the entry must be shown in the result list. The syntax is :
[xxxFFFSyyy] where xxx are up to 3 digits BEFORE the field, FFF the field number, S the subfield code, yyy up to 3 digits AFTER the field.
things outside [] are kept as is (including HTML)
repeatable fields are managed.
IMPORTANT
In the biblio framework, the reported tag MUST contain a $9 subfield, activated in the tab where the tag is, and hidden (hidden maybe omitted, but the field has no reason to appear anywhere). The $9 subfield in the biblio will contain the Authority number (the internal Koha number)
Create Authority Types
Create and manage Authorities frameworks that define the characteristics of your MARC Records (field and subfield definitions).
To create a new framework...
Go to the 'Administration' module.
Select 'Authority types'
Click 'New Authority Framework'
Fill in the fields that describe your new authority type
TIP: In the 'Authority field to copy', enter the authority field that should be copied from the authority record to the bibliographic record. e.g., in MARC21, field 100 in the authority record should be copied to field 100 in the bibliographic record
Click 'Submit'
To update the MARC Framework for your new authority type, click 'MARC structure' next to the authority
From the following screen you can alter fields, subfields and add additional tags
By clicking on the 'edit' link you will be able to alter information related to the field
By clicking the 'subfields' link you will be able to alter all of the subfields associated with that field
By clicking 'Edit subfields' at the bottom of the screen you can alter the information for each subfield
After making your changes, click 'Save Changes' at the top of the screen
To delete a subfield, just click the 'delete' link next to the field you'd like to edit
-
+
+
Authority types
+
+
You can define as many Authority types as you want.
+
+
with the MARC structure button, you can define the MARC structure of a given authority type
+
The tag reported must contain a MARC tag number. Every subfield in the selected tag will be copied to the "destination tag" in the biblio. for example, in UNIMARC, the tag 200 ot personal authority will be reported to 600, 700, 701, depending on what is cliqued in the biblio MARC editor.
+
The summary contains an "ISBD" like description to explain how the entry must be shown in the result list. The syntax is :
+
+
[xxxFFFSyyy] where are up to 3 digits BEFORE the field, FFF the field number, S the subfield code, yyy up to 3 digits AFTER the field.
+
things outside [] are kept as is (including HTML)
+
repeatable fields are managed.
+
+
+
IMPORTANT
+
In the biblio framework, the reported tag MUST contain a $9 subfield, activated in the tab where the tag is, and hidden (hidden maybe omitted, but the field has no reason to appear anywhere). The $9 subfield in the biblio will contain the Authority number (the internal Koha number)
+
+
+
Create Authority Types
+
+
Create and manage Authorities frameworks that define the characteristics of your MARC Records (field and subfield definitions).
+To create a new framework...
+
+
+
Go to the 'Administration' module.
+
Select 'Authority types'
+
Click 'New Authority Framework'
+
Fill in the fields that describe your new authority type
+
+
+
+TIP: In the 'Authority field to copy', enter the authority field that should be copied from the authority record to the bibliographic record. e.g., in MARC21, field 100 in the authority record should be copied to field 100 in the bibliographic record
+
+
Click 'Submit'
+
To update the MARC Framework for your new authority type, click 'MARC structure' next to the authority
+
From the following screen you can alter fields, subfields and add additional tags
+
By clicking on the 'edit' link you will be able to alter information related to the field
+
By clicking the 'subfields' link you will be able to alter all of the subfields associated with that field
+
By clicking 'Edit subfields' at the bottom of the screen you can alter the information for each subfield
+
After making your changes, click 'Save Changes' at the top of the screen
+
To delete a subfield, just click the 'delete' link next to the field you'd like to edit
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tmpl
index 62e3c5dbe0..982d8a1b7e 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/biblio_framework.tmpl
@@ -1,7 +1,8 @@
-
Biblio framework
-
biblio frameworks are used to catalogue your biblios.
+
Biblio framework
+
+
biblio frameworks are used to catalogue your biblios.
Unlike Koha 2.0, in this version you can have more than 1 framework to catalogate differently various materials. You can, for example, define 1 framework for monographies, 1 framework for serials, 1 framework for URL...
Once a framework type is created, you can clic on "MARC structure" to define the exact MARC structure. The first time, Koha will ask you to select an existing framework to copy into the new one. Thus, you don't have to define all the MARC structure
Fill in information about your library service outlets on this page.
Begin by defining your branch categories. If, for example, you have one main library and several branch libraries, you might set up an "M" (Main) category and a "B" (Branch) category, with descriptions "Main Library" and "Branch Library."
Now add the names and addresses, phone numbers, etc of your libraries in the "Branches" section. (All of your libraries should be described here, not just the branch libraries.) Give each library a unique and easily-remembered code (maximum of four characters). This code will be used in Koha's database to identify each library. When libraries are listed in Koha, they will be listed in alphabetical order by code.
-
+
+
Library Branches
+
+
Fill in information about your library service outlets on this page.
+
Begin by defining your branch categories. If, for example, you have one main library and several branch libraries, you might set up an "M" (Main) category and a "B" (Branch) category, with descriptions "Main Library" and "Branch Library."
+
Now add the names and addresses, phone numbers, etc of your libraries in the "Branches" section. (All of your libraries should be described here, not just the branch libraries.) Give each library a unique and easily-remembered code (maximum of four characters). This code will be used in Koha's database to identify each library. When libraries are listed in Koha, they will be listed in alphabetical order by code.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl
index 899e0043d6..8ed7ebe722 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/categorie.tmpl
@@ -1,3 +1,33 @@
-
Patron Categories
This is where you define the types of users of your library and how they will be handled.
Categories, Descriptions and Types
Start by assigning a Category Code and a Description to each patron category. Each Category can be one of five types:
Adult Patrons: can be linked as "guarantors" to other patrons who are their dependents. This is the default patron type.
Child Patrons: a patron category that has a "guarantor".
Organizational Patrons: can be used for institutional members, e.g. other libraries that borrow from you, in which case Koha expects slightly different information about the institution.
Professional Patrons: can also be associated with a guarantor (usually an organisation).
Staff Members: A member of the library staff.
Statistical Patrons: checking out to this patron type creates a statistical (local use) record but does not actually circulate materials.
Note on Permissions
Patrons in any category type may be assigned permissions in the staff interface. The Staff patron type has additional security features over the other types.
Enrollment Period (months)
Enrollment period is a number indicating the length in months of a patron enrollment. If enrollments never expire, set this to an impossibly high number ( >= 99).
Upper Age Limit and Age Required
Upper Age Limit and Age Required set the age parameters for this type of user. If you issue children's cards to users between the ages of 2 and 18, for example, then Age Required would be "2" and Upper Age Limit would be "18." If there is no upper age limit, set this value to 999 (the highest allowed).
Enrollment Fee and Reserve Fee
Enrollment Fee and Reserve Fee (if any) should be entered either as whole numbers or with (up to) six decimal places, with no currency notation (e.g. "1.250000" instead of "$1.25").
Overdue Notice Required
Overdue Notice Required lets you bypass generating overdue notices for this user type.
-
+
+
Patron Categories
+
+
This is where you define the types of users of your library and how they will be handled.
+
+
Categories, Descriptions and Types
+
Start by assigning a Category Code and a Description to each patron category. Each Category can be one of five types:
+
+
Adult Patrons: can be linked as "guarantors" to other patrons who are their dependents. This is the default patron type.
+
Child Patrons: a patron category that has a "guarantor".
+
Organizational Patrons: can be used for institutional members, e.g. other libraries that borrow from you, in which case Koha expects slightly different information about the institution.
+
Professional Patrons: can also be associated with a guarantor (usually an organisation).
+
Staff Members: A member of the library staff.
+
Statistical Patrons: checking out to this patron type creates a statistical (local use) record but does not actually circulate materials.
+
+
+
Note on Permissions
+
Patrons in any category type may be assigned permissions in the staff interface. The Staff patron type has additional security features over the other types.
+
+
Enrollment Period (months)
+
Enrollment period is a number indicating the length in months of a patron enrollment. If enrollments never expire, set this to an impossibly high number ( >= 99).
+
+
Upper Age Limit and Age Required
+
Upper Age Limit and Age Required set the age parameters for this type of user. If you issue children's cards to users between the ages of 2 and 18, for example, then Age Required would be "2" and Upper Age Limit would be "18." If there is no upper age limit, set this value to 999 (the highest allowed).
+
+
Enrollment Fee and Reserve Fee
+
Enrollment Fee and Reserve Fee (if any) should be entered either as whole numbers or with (up to) six decimal places, with no currency notation (e.g. "1.250000" instead of "$1.25").
+
+
Overdue Notice Required
+
Overdue Notice Required lets you bypass generating overdue notices for this user type.
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl
index 62fffedd18..fb4376d75e 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/checkmarc.tmpl
@@ -1,3 +1,8 @@
-
MARC Bibliographic Framework Test
Once you have completed the process of setting up your MARC Frameworks and checked your MARC to Koha mapping, this program checks for major errors in your MARC setup.
This MARC check does not guarantee that you will like the first results of your efforts to set up your MARC displays, etc. -- it simply checks for major errors. You will probably revise your MARC setup several times before you are completely pleased with it. Be sure to run the MARC Bibliographic Framework Test after every revision.
-
+
+
MARC Bibliographic Framework Test
+
+
Once you have completed the process of setting up your MARC Frameworks and checked your MARC to Koha mapping, this program checks for major errors in your MARC setup.
+
+
This MARC check does not guarantee that you will like the first results of your efforts to set up your MARC displays, etc. -- it simply checks for major errors. You will probably revise your MARC setup several times before you are completely pleased with it. Be sure to run the MARC Bibliographic Framework Test after every revision.
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl
index dc49910a47..3f6fb1c16f 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/cities.tmpl
@@ -1,5 +1,19 @@
-
-
Cities and Towns
This parameter helps you define the cities and towns that your patrons live in. These will appear as a pull down on the patron add screen to make it easier for entering of consistent data.
Add a new city
Click 'New City'
Enter the city or town name and the zipcode
Click 'Submit'
You can edit/delete your cities and towns from the main 'Cities and towns' page
These fields will then appear when adding/editing a patron as a pull down to make it easier to enter data
-
-
+
+
Cities and Towns
+
+
This parameter helps you define the cities and towns that your patrons live in. These will appear as a pull down on the patron add screen to make it easier for entering of consistent data.
+
Add a new city
+
+
+ Click 'New City'
+
+ Enter the city or town name and the zipcode
+
+ Click 'Submit'
+
+ You can edit/delete your cities and towns from the main 'Cities and towns' page
+
+ These fields will then appear when adding/editing a patron as a pull down to make it easier to enter data
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl
index a7b0cbe7c8..611476cbbc 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/classsources.tmpl
@@ -1,5 +1,38 @@
-
-
About Classification Sources
Define classification sources (i.e., call number schemes) used by your collection. You can also define 'filing rules' used for sorting call numbers.
IMPORTANT: You do not have the option to 'define' a new filing rule. Currently, the filing rules and sorting routines are statically defined with options available in the dropdown menu when creating or editing a 'classification source' or 'filing rule'.
TIP: In the future, this features will be expanded to allow new filing rules to be created (defined) on the fly. In other words, in addition to choosing from a static sorting routine or filing rule, you will be able to actually to define new ones.
To add a new 'Classification Source'...
Click 'New Classification Source'
Enter a 'Classification source code'
Enter a 'Description' for your new classification source
Note if the classification source is in use (check the box for 'yes' and leave unchecked for 'no')
Choose a 'filing rule' from the dropdown menu to associate with your new classification source
Click 'Save'
IMPORTANT: 'Source in use?' controls whether source is available in item editor. For example, Koha ships with Dewey and LCC rules but a Dewey library may not want catalogers to mistakenly use LCC as an item callnumber type. To accomplish this, check box 'source in use?' only for the Dewey Classification Source and leave 'source in use' for all others unchecked.
To add a new 'Filing Rule'...
Click 'New Filing Rules'
Enter a 'Filing Rule Code'
Enter a 'Description' for your new filing rule
Choose a 'filing routine' from the dropdown menu to associate with your new filing rule
Click 'Save'
To edit a new 'Classification Source' or 'Filing Rule'...
Click 'edit' next to the 'classification source' or 'filing rule' you wish to edit
Edit
Click 'Save'
-
-
+
+
About Classification Sources
+
+
Define classification sources (i.e., call number schemes) used by your collection. You can also define 'filing rules' used for sorting call numbers.
+
+
IMPORTANT: You do not have the option to 'define' a new filing rule. Currently, the filing rules and sorting routines are statically defined with options available in the dropdown menu when creating or editing a 'classification source' or 'filing rule'.
+
+
TIP: In the future, this features will be expanded to allow new filing rules to be created (defined) on the fly. In other words, in addition to choosing from a static sorting routine or filing rule, you will be able to actually to define new ones.
+
+
To add a new 'Classification Source'...
+
+
Click 'New Classification Source'
+
Enter a 'Classification source code'
+
Enter a 'Description' for your new classification source
+
Note if the classification source is in use (check the box for 'yes' and leave unchecked for 'no')
+
Choose a 'filing rule' from the dropdown menu to associate with your new classification source
+
Click 'Save'
+
+
IMPORTANT: 'Source in use?' controls whether source is available in item editor. For example, Koha ships with Dewey and LCC rules but a Dewey library may not want catalogers to mistakenly use LCC as an item callnumber type. To accomplish this, check box 'source in use?' only for the Dewey Classification Source and leave 'source in use' for all others unchecked.
+
+
To add a new 'Filing Rule'...
+
+
Click 'New Filing Rules'
+
Enter a 'Filing Rule Code'
+
Enter a 'Description' for your new filing rule
+
Choose a 'filing routine' from the dropdown menu to associate with your new filing rule
+
Click 'Save'
+
+
+
To edit a new 'Classification Source' or 'Filing Rule'...
+
+
Click 'edit' next to the 'classification source' or 'filing rule' you wish to edit
+
Edit
+
Click 'Save'
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl
index e2c45d985f..21eca0a08b 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/currency.tmpl
@@ -1,6 +1,7 @@
Currencies administration
+
Define the currencies you deal with here.
You should at least define your local currency here, giving it a name (like US DOLLAR or EURO) and setting the "rate" at 1. If you do business with vendors who charge in a different currency, enter a name for that currency (e.g. PESO) and set the approximate exchange rate compared to your currency. (Note: names are limited to 10 characters or less.) The exchange rate is used to calculate the remain balances in your materials budgets when you purchase materials using "normal" acquisitions.
The item types are the "categories" into which your library items fall. For instance, you probably want to have videocassettes in a different category from non-fiction books, and mysteries in a different category from children's picture books. If you already are using a commercial ILS, you almost certainly already have all of your materials divided up into such categories. Now you need to tell Koha what your categories are.
The itemtype code is limited to four characters. This code is rarely displayed by Koha; instead the description of the type will be what users see.
"Rental charge" is any amount you might charge to users for borrowing items of a certain type (like videos).
"Renewals allowed" indicates how many times an items of this type may be renewed.
Item types are useful for many things, and very important in controlling how Koha works :
Patrons can search on item types
Issuing rules are set for item types (and for patron types / libraries)
Setting up item types is one of the first things you should do after installing the Koha software.
Adding & Editing New Item Types
Your system will come with some predefined item types. From this screen you can edit or delete these items
To add a new item type click 'New Item Type'
Enter a short code for the 'Item Type'
Enter a longer explanation in the 'Description'
Feel free to choose an image for each item type (or selected the 'No image' option)
The 'Not for loan' option can be used for items that cannot be checked out of the library
'Renewals' should include the number of times this item can be renewed
If you charge a rental fee for items (such as DVDs) enter that amount in the 'Rental charge' field
The summary field is used to edit the way this item displays on the search results page
TIP: For electronic resources you might want to enter <a href="[856u]">open site</a> to show the item link on the search results page
When you're finished click 'Save Changes'
Can I have a different type for new releases and older titles?
Yes. Just enter an item type for new items and assign different circulation rules for this item type.
-
+
+
Item types management
+
+
You can define as many item types as you want.
+
The item types are the "categories" into which your library items fall. For instance, you probably want to have videocassettes in a different category from non-fiction books, and mysteries in a different category from children's picture books. If you already are using a commercial ILS, you almost certainly already have all of your materials divided up into such categories. Now you need to tell Koha what your categories are.
+
The itemtype code is limited to four characters. This code is rarely displayed by Koha; instead the description of the type will be what users see.
+
"Rental charge" is any amount you might charge to users for borrowing items of a certain type (like videos).
+
"Renewals allowed" indicates how many times an items of this type may be renewed.
+
Item types are useful for many things, and very important in controlling how Koha works :
+
+
Patrons can search on item types
+
Issuing rules are set for item types (and for patron types / libraries)
+
+
Setting up item types is one of the first things you should do after installing the Koha software.
+
+
Adding & Editing New Item Types
+
+
Your system will come with some predefined item types. From this screen you can edit or delete these items
+
To add a new item type click 'New Item Type'
+
Enter a short code for the 'Item Type'
+
Enter a longer explanation in the 'Description'
+
Feel free to choose an image for each item type (or selected the 'No image' option)
+
The 'Not for loan' option can be used for items that cannot be checked out of the library
+
'Renewals' should include the number of times this item can be renewed
+
If you charge a rental fee for items (such as DVDs) enter that amount in the 'Rental charge' field
+
The summary field is used to edit the way this item displays on the search results page
+
+
+
+TIP: For electronic resources you might want to enter
+
+<a href="[856u]">open site</a>
+
+to show the item link on the search results page
+
+
When you're finished click 'Save Changes'
+
+
Can I have a different type for new releases and older titles?
+Yes. Just enter an item type for new items and assign different circulation rules for this item type.
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl
index 9f1a8a9809..80cf6c7e8e 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/koha2marclinks.tmpl
@@ -1,6 +1,7 @@
Koha 2 MARC links
+
This page provides a simplified way to map your MARC tags and subfields to the non-MARC Koha database tables for default biblio framework. This can also be done while setting the MARC tag structure, but it is easier to see the relationship between the MARC database and the Koha database here.
The pull-down menu lists all the Koha tables that can receive values from the MARC records. The columns from each table are listed below the pull-down menu.
Koha allows you to specify which MARC tags you want to use and which you want to ignore. When you downloaded and installed Koha, you also got the entire list of MARC21 tags and subfields in current use. Now you need to use the administration page to edit this list and tell Koha which tags you want to use and how you want to use them.
You can define as the marc tag structure for each biblio framework you have defined
Koha allows you to specify which MARC tags you want to use and which you want to ignore. When you downloaded and installed Koha, you also got the entire list of MARC21 tags and subfields in current use. Now you need to use the administration page to edit this list and tell Koha which tags you want to use and how you want to use them.
You can define as the marc tag structure for each biblio framework you have defined
A patron attribute (or extended patron attribute) is an additional piece of information associated with a patron record. Each attribute has a type that specifies whether the attribute is repeatable, can serve as a unique identifier, can take a password, and whether it can be used to search for patron records in the staff interface.
The list of attribute types is controlled by staff with 'superlibrarian' permissions.
Get there: Patrons > Patron Record > More > Set Permissions
Once an attribute type is defined, values for that attribute can be added to the patron record via the staff interface or the batch patron import.
Two uses of extended attributes are:
defining additional unique identifiers, such as a campus student ID number, a library staff HR number, and so on. These IDs can be used for searching or matching and overlaying records during a batch import.
additional statistical categories. For example, a library could define an attribute type for tracking the academic major of a student patron. Any number of attributes of this sort could be defined.
The extended attributes feature is completely optional. If the 'ExtendPatronAttributes' system preference is OFF, customizable patron attributes will not be usable.
Add Patron Attribute
Click 'Patron attribute types'
IMPORTANT: You will need to have ExtendedPatronAttributes turned on
Get there: More > Administration > General system preferences > Patrons > ExtendedPatronAttributes
To add a new Patron Attribute, click 'New Patron Attribute Type'
The 'Patron attribute type code' should be unique and is the only required field
TIP: This field is not editable once it is set
Fill in all of the fields you need for your attribute
TIP: The repeatibility and unique_id settings of an attribute type cannot be changed after creation - this is to avoid having to deal with changing constraints if an attribute type is already in use by patron records
Click 'Save'
TIP: An attribute type cannot be deleted if it is used by any patron records
-
+
+
Patron attribute types
A patron attribute (or extended patron attribute) is an additional piece of information associated with a patron record. Each attribute has a type that specifies whether the attribute is repeatable, can serve as a unique identifier, can take a password, and whether it can be used to search for patron records in the staff interface.
+The list of attribute types is controlled by staff with 'superlibrarian' permissions.
+
+
Get there: Patrons > Patron Record > More > Set Permissions
+
Once an attribute type is defined, values for that attribute can be added to the patron record via the staff interface or the batch patron import.
+Two uses of extended attributes are:
+
+
+
defining additional unique identifiers, such as a campus student ID number, a library staff HR number, and so on. These IDs can be used for searching or matching and overlaying records during a batch import.
+
additional statistical categories. For example, a library could define an attribute type for tracking the academic major of a student patron. Any number of attributes of this sort could be defined.
+
The extended attributes feature is completely optional. If the 'ExtendPatronAttributes' system preference is OFF, customizable patron attributes will not be usable.
+
Add Patron Attribute
+
+
Click 'Patron attribute types'
+
+ IMPORTANT: You will need to have ExtendedPatronAttributes turned on
+
+
Get there: More > Administration > General system preferences > Patrons > ExtendedPatronAttributes
+
+
To add a new Patron Attribute, click 'New Patron Attribute Type'
+
The 'Patron attribute type code' should be unique and is the only required field
+
+
TIP: This field is not editable once it is set
+
+
Fill in all of the fields you need for your attribute
+
+
TIP: The repeatibility and unique_id settings of an attribute type cannot be changed after creation - this is to avoid having to deal with changing constraints if an attribute type is already in use by patron records
+
+
Click 'Save'
+
TIP: An attribute type cannot be deleted if it is used by any patron records
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tmpl
index 3e6a956919..30c0d605e4 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/printers.tmpl
@@ -1,6 +1,7 @@
Printer Administration
+
If you are going to be using a printer (or several printers) that are attached to your Koha server for producing statistical and operations reports, then you need to give each printer a name and tell Koha how to access it. You do this by telling Koha which print queue to use.
(In linux, each printer configuration in your printcap file defines a print queue. The default print queue is "lp," but if you use more than one printer you will have other queues, probably with names like "text" or "postscript." Tell Koha which printer queue(s) you want to use for printing reports directly from the server.)
The values defined in this preference will show up in a pull down menu when entering patron information. These values can be used in geographic statistics.
Add a new road type
Click 'New Road Type'
Enter a value such as Blvd., Avenue, Street or St.
Click 'Submit'
Your values will appear on the Road Types page
Your values will also appear as authorized values when entering or editing a patron
-
-
+
+
Road Types
+
+
The values defined in this preference will show up in a pull down menu when entering patron information.These values can be used in geographic statistics.
+
+
Add a new road type
+
+
Click 'New Road Type'
+
Enter a value such as Blvd., Avenue, Street or St.
+
Click 'Submit'
+
Your values will appear on the Road Types page
+
Your values will also appear as authorized values when entering or editing a patron
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl
index 38d733cda9..7ca62b08f3 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/smart-rules.tmpl
@@ -1,5 +1,24 @@
-
-
Circulation and Fines Rules
This matrix is to be used to create all of the rules associated with circulation and fines.
The rules are applied from most specific to less specific, using the first found in this order:
same library, same patron type, same item type
same library, same patron type, default item type
same library, default patron type, same item type
same library, default patron type, default item type
default library, same patron type, same item type
default library, same patron type, default item type
default library, default patron type, same item type
default library, default patron type, default item type
TIP: To modify a rule, create a new one with the same patron type and item type
These rules can be applied to individual branches by choosing them from the pull down at the top of the page, by default the rules are applied to all branches
-
-
+
+
Circulation and Fines Rules
+
+
This matrix is to be used to create all of the rules associated with circulation and fines.
+
+
+ The rules are applied from most specific to less specific, using the first found in this order:
+
+
same library, same patron type, same item type
+
same library, same patron type, default item type
+
same library, default patron type, same item type
+
same library, default patron type, default item type
+
default library, same patron type, same item type
+
default library, same patron type, default item type
+
default library, default patron type, same item type
+
default library, default patron type, default item type
+
+
+TIP: To modify a rule, create a new one with the same patron type and item type
+
+ These rules can be applied to individual branches by choosing them from the pull down at the top of the page, by default the rules are applied to all branches
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl
index 7543d0696e..1cb03cce59 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/stopwords.tmpl
@@ -1,6 +1,7 @@
Stop word administration page
+
Here you should list all of the words you wish Koha to ignore when performing catalog searches or building the keyword index.
Normally, you will not want Koha to save keyword references to articles like "The" and "A" and other very common words. Saving keyword references to these words does not help to limit a search and will make the keyword index very large and "cluttered" with words that are not really useful. The "stopwords" list defines these unnecessary words for your installation.
This page allows you to set the system preferences that control much of the basic behavior of Koha.
Each of the tabs on the left holds several different preferences:
Admin: holds administrative preferences such as admin email address, sessions and timout.
Acquisitions: holds preferences related to acquisitions and serials such as handling patron suggestions and taxes.
Enhanced Content: holds preferences that will add content from outside sources to your OPAC and Staff Client. This is where you can turn on cover images, FRBR and tagging.
Authorities: holds preference related to handling authority records.
Cataloging: holds preferences that control the cataloging functions. This is where you choose your MARC flavor, set up Z39.50 and barcoding.
Circulation: holds preferences that control circulation functions such as holds and fines.
I18N/L10N: holds preferences related to internationalization and localization such as date formats and languages.
Logs: turn on/off logging functionality in your system.
OAI-PMH: this function is still experimental, so it's best to leave these preferences at their default.
OPAC: customize the OPAC and OPAC functions (aside from the Enhanced Content preferences).
Patrons: holds preferences that control how your system handles patron functions. Some preferences include the minimum password length and membership number settings.
Searching: holds preference related to advanced search functions such as removing stop words or allowing stemming.
Staff Client: customize the staff client by editing the stylesheet and navigation menu.
Local Use: this tab will usually be empty unless your library has a preference just for your library.
-
+
+
System preferences administration
+
+
This page allows you to set the system preferences that control much of the basic behavior of Koha.
+
Each of the tabs on the left holds several different preferences:
+
+
Admin: holds administrative preferences such as admin email address, sessions and timout.
+
Acquisitions: holds preferences related to acquisitions and serials such as handling patron suggestions and taxes.
+
Enhanced Content: holds preferences that will add content from outside sources to your OPAC and Staff Client. This is where you can turn on cover images, FRBR and tagging.
+
Authorities: holds preference related to handling authority records.
+
Cataloging: holds preferences that control the cataloging functions. This is where you choose your MARC flavor, set up Z39.50 and barcoding.
+
Circulation: holds preferences that control circulation functions such as holds and fines.
+
I18N/L10N: holds preferences related to internationalization and localization such as date formats and languages.
+
Logs: turn on/off logging functionality in your system.
+
OAI-PMH: this function is still experimental, so it's best to leave these preferences at their default.
+
OPAC: customize the OPAC and OPAC functions (aside from the Enhanced Content preferences).
+
Patrons: holds preferences that control how your system handles patron functions. Some preferences include the minimum password length and membership number settings.
+
Searching: holds preference related to advanced search functions such as removing stop words or allowing stemming.
+
Staff Client: customize the staff client by editing the stylesheet and navigation menu.
+
Local Use: this tab will usually be empty unless your library has a preference just for your library.
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl
index d1080e87cd..d0bc350b55 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/z3950servers.tmpl
@@ -1,6 +1,7 @@
Z39.50 servers administration
+
Defines the Z39.50 servers you want Koha to search.
Koha comes with one Z39.50 server site defined (the U.S. Library of Congress) for finding catalog records to import directly into your catalog. In this area, you can define other servers for searching.
Search for a subscription by using the filter button (with a ISSN or a title). If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York
+
Serials subscription help
+
+
Search for a subscription by using the filter button (with a ISSN or a title). If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York
If you want to create a new subscription, click on "Add subscription"
The right part deals with issues. When you create a new subscription, the 1st issue is automatically calculated. When you want/need, you can define issues that have a new status:
it contains the name of the librarian that created the subscription, the name of the supplier providing the subscription, the cost and the budget affected. It also contains the title of the biblio managed by the subscription.
This tab will provide you with information on the circulation history for this item. Including the due date or return date and the patron information (if you are keeping track of this data).
-
-
+
+
Checkout History
+
+
This tab will provide you with information on the circulation history for this item. Including the due date or return date and the patron information (if you are keeping track of this data).
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tmpl
index 48a5d453fe..6700de5552 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/moredetail.tmpl
@@ -1,5 +1,7 @@
-
-
Item Details
This page provides information regarding all of the items attached to a record. From here you can easily mark and item lost, damaged or withdrawn. You can slo view the circulation history or edit the items.
-
-
+
+
Item Details
+
+
This page provides information regarding all of the items attached to a record. From here you can easily mark and item lost, damaged or withdrawn. You can slo view the circulation history or edit the items.
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl
index 9dfed82f46..8c334fbab8 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/catalogue/search.tmpl
@@ -1,3 +1,71 @@
-
Searching
To see more search options click [More Options] at the bottom of the page. This will allow for more advanced boolean searching.
Searching Subtypes on the Staff Client
Below is a run through the various pieces of the advanced search limit:
The index name is 'aud' and it's derived from 008/22 AUDIENCE
aud:a Easy aud:c Juvenile aud:d Young adult aud:e Adult
CONTENT There are three indexes that comprise Content: 'fic' is derived from 003/33; 'bio' is derived from the 008/34 and 'mus' is derived from LEADER/06. Common values for each of these are:
FORMAT The index name is 'l-format' and it's an index of positions 007/01 and 007/02. Common values are: l-format:ta Regular print l-format:tb Large print l-format:fk Braille l-format:sd CD audio l-format:ss Cassette recording l-format:vf VHS tape / Videocassette l-format:vd DVD video / Videodisc l-format:co CD Software l-format:cr Website
ADDITIONAL CONTENT TYPES The index name is 'ctype' is taken from the 008 and it's where we get the 'additional content types'. It's position 008/24-28 field. Common values are: ctype:a Abstracts/summaries ctype:b Bibliographies
ctype:p Programmed texts ctype:q Filmographies ctype:r Directories ctype:s Statistics ctype:t Technical reports ctype:v Legal cases and case notes
ctype:w Law reports and digests ctype:z Treaties
-
+
+
Searching
+
+
To see more search options click [More Options] at the bottom of the page. This will allow for more advanced boolean searching.
+
+
Searching Subtypes on the Staff Client
+
+
Below is a summary of the various pieces of the advanced search limit:
+
+
AUDIENCE
+
+
The index name is 'aud' and it's derived from 008/22
+
+
aud:a Easy
+
aud:c Juvenile
+
aud:d Young adult
+
aud:e Adult
+
+
CONTENT
+
+
There are three indexes that comprise Content: 'fic' is derived from 003/33; 'bio' is derived from the 008/34 and 'mus' is derived from LEADER/06. Common values for each of these are:
+
+
fic:1 Fiction
+
fic:0 Non fiction
+
bio:b Biography
+
mus:j Musical recording
+
mus:i Non-musical recording
+
+
FORMAT
+
+
The index name is 'l-format' and it's an index of positions 007/01 and 007/02. Common values are:
+
+
l-format:ta Regular print
+
l-format:tb Large print
+
l-format:fk Braille
+
l-format:sd CD audio
+
l-format:ss Cassette recording
+
l-format:vf VHS tape / Videocassette
+
l-format:vd DVD video / Videodisc
+
l-format:co CD Software
+
l-format:cr Website
+
+
ADDITIONAL CONTENT TYPES
+
+
The index name is 'ctype' is taken from the 008 and it's where we get the 'additional content types'. It's position 008/24-28 field. Common values are:
+
+
ctype:a Abstracts/summaries
+
ctype:b Bibliographies
+
ctype:c Catalogs
+
ctype:d Dictionaries
+
ctype:e Encyclopedias
+
ctype:f Handbooks
+
ctype:g Legal articles
+
ctype:i Indexes
+
ctype:j Patent document
+
ctype:k Discographies
+
ctype:l Legislation
+
ctype:m Theses
+
ctype:n Surveys
+
ctype:o Reviews
+
ctype:p Programmed texts
+
ctype:q Filmographies
+
ctype:r Directories
+
ctype:s Statistics
+
ctype:t Technical reports
+
ctype:v Legal cases and case notes
+
ctype:w Law reports and digests
+
ctype:z Treaties
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tmpl
index 7b3a823858..5a53d548ee 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbooks.tmpl
@@ -1,5 +1,6 @@
-
Cataloguing Help
How to edit a bibliographic record?
+
+
Cataloguing Help
How to edit a bibliographic record?
To edit a bibliographic record, use the cataloging search to find the record. This can be done either via the cataloging interface or the catalogue search. A search with in the Cataloging module will search the catalogue and the reservior (see below).
After saving a MARC record, you are presented with a screen to add item details (or, local holdings). This is where you define the location of the item (home branch), the cost of the item, the barcode, etc.
Click 'Add Item' after entering the data for your item
A confirmation will appear with the item information
From here you can edit the item or add another item
-
+
+
Adding item details
+
+
After saving a MARC record, you are presented with a screen to add item details (or, local holdings). This is where you define the location of the item (home branch), the cost of the item, the barcode, etc.
+
+
Click 'Add Item' after entering the data for your item
A confirmation will appear with the item information
From here you can edit the item or add another item
This report will list all outstanding bills for your library system.
Filters on the left hand side can help limit the results displayed in this report.
-
+
+
Billing
+
+
This report will list all outstanding bills for your library system.
+
Filters on the left hand side can help limit the results displayed in this report.
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tmpl
index a70fdccab8..5111e0d913 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/branchoverdues.tmpl
@@ -1,5 +1,8 @@
-
-Overdue fines
This report will not show items that are so long overdue that the system has marked them 'Lost'
Once open the report can be filtered by the shelving location.
-
-
+
+
Overdue fines
+
+
This report will not show items that are so long overdue that the system has marked them 'Lost'
+
+
Once open the report can be filtered by the shelving location.
This tool allows temporary reassignment of an item to another branch.
Click 'Transfer' on the Circulation menu
Choose the library you want to transfer the book to from the pull down
Scan to type the barcode for the book you want to transfer into the barcode field
If you try to transfer and item the library it's already at you will be presented with a message to the right of the transfer form telling you that the item is already at the library
You will be presented with a confirmation of transfer requests below the transfer form after hitting 'Submit'
When looking at the item record, the 'Home Library' will still remain, but the 'Current Location' has changed
+
+
Circulation Transfers
+
+
+ This tool allows temporary reassignment of an item to another branch.
+
+
+ Click 'Transfer' on the Circulation menu
+
+ Choose the library you want to transfer the book to from the pull down
+
+ Scan to type the barcode for the book you want to transfer into the barcode field
+
+
+ If you try to transfer and item the library it's already at you will be presented with a message to the right of the transfer form telling you that the item is already at the library
+
+
+ You will be presented with a confirmation of transfer requests below the transfer form after hitting 'Submit'
+
+ When looking at the item record, the 'Home Library' will still remain, but the 'Current Location' has changed
Circulation is where items are check out and in to patrons. Some libraries use different nomeclature for these functions.
Koha uses the following terms:
Check Out = issue an item to a patron
Check In = return an item from a patron
Transfer = used to change the holding branch of an item
Holds = items that patrons have placed a request on (called "reserves" in some libraries - not to be confused with "Course Reserves" used in academimc libraries)
INFORMATION: BRANCH AND PRINTER SETTINGS.
Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl
index 0882417e54..18fe94a85e 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/circulation.tmpl
@@ -1,16 +1,12 @@
-
Circulation Check Out (Issues)
-
-
Q: How do I check out an item to a patron?
-
A: Start by scanning the patron’s barcode or type in their name to find their account. Once Koha has found the patron, you will see a new form for scanning or typing the item’s identifying number (usually a barcode). If the item can be checked out without problems, it will be done immediately and shown with other patron checkouts at bottom.
-
Q: How do I set up a sticky date?
-
A: If you wish to have this item and all subsequent items in this transaction to have a date due other than the default date due defined for the item type, use the “Sticky Due Date” to set the date due before scanning the first item.
-
Q: What to do I do if there is a problem with a checkout?
-
A: If there is a problem with an checkout, then a box will appear and ask for confirmation, if possible. Confirming will override the system and check out the item.
-
Q: What can I do with a blocked checkout?
-
A: If the checking out is really impossible (for example, the barcode does not exist), then you can’t confirm the checkout.
-
Q: What happens if an item is checked out to another patron?
-
A: Confirming will checkout the check out and automatically check in the item from the other patron account.
+
+
Circulation Check Out (Issues)
+
+
Q: How do I check out an item to a patron?
A: Start by scanning the patron’s barcode or type in their name to find their account. Once Koha has found the patron, you will see a new form for scanning or typing the item’s identifying number (usually a barcode). If the item can be checked out without problems, it will be done immediately and shown with other patron checkouts at bottom.
+
Q: How do I set up a sticky date?
A: If you wish to have this item and all subsequent items in this transaction to have a date due other than the default date due defined for the item type, use the “Sticky Due Date” to set the date due before scanning the first item.
+
Q: What to do I do if there is a problem with a checkout?
A: If there is a problem with an checkout, then a box will appear and ask for confirmation, if possible. Confirming will override the system and check out the item.
+
Q: What can I do with a blocked checkout?
A: If the checking out is really impossible (for example, the barcode does not exist), then you can’t confirm the checkout.
+
Q: What happens if an item is checked out to another patron?
A: Confirming will checkout the check out and automatically check in the item from the other patron account.
INFORMATION: BRANCH AND PRINTER SETTINGS.
Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations from a workstation, after which a browser cookie will remember the correct settings. If you do circulations under the wrong branch settings then Koha will reset the location of all items scanned to the incorrect branch and the statistical reports will credit all circulations to the wrong branch.
A Pending Hold is a Hold that has been placed by a Patron that has not been "Filled". Where Filled means that the item is now ready for the Patron to pick up.
This report indicates all the items that have Holds on them that are currently held on the library shelves or stack.
How does an Hold come off this list?
Locate the Item on the shelf and then in Circulation, scan or enter the barcode of the item to Check In the item. The item has now been "seen" by Koha and the status has changed. The item will now appear on the "Holds Awaiting Pickup" report.
TIP: This report is only applicable if the ReserveNeedReturn system preference is on.
Get there: More > Administration > General Preferences > Circulation
-
+
+
Pending Holds Help
+
+
What is a "Pending Hold"?
+
+
A Pending Hold is a Hold that has been placed by a Patron that has not been "Filled". Where Filled means that the item is now ready for the Patron to pick up.
+
This report indicates all the items that have Holds on them that are currently held on the library shelves or stack.
+
+
How does an Hold come off this list?
+
Locate the Item on the shelf and then in Circulation, scan or enter the barcode of the item to Check In the item. The item has now been "seen" by Koha and the status has changed. The item will now appear on the "Holds Awaiting Pickup" report.
+
TIP: This report is only applicable if the ReserveNeedReturn system preference is on.
+
+
Get there: More > Administration > General Preferences > Circulation
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl
index 3bd12617f6..2778d9ece2 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/reserveratios.tmpl
@@ -1,5 +1,6 @@
-
-Hold ratios
This will show you the number of items you have to order for your library to meet your library's hold per item ratio. By default it will be set to the library needing 3 items per hold that has been placed. The report will tell you how many additional items need to be purchased to meet this quota.
-
-
+
+
Hold ratios
+
+
This will show you the number of items you have to order for your library to meet your library's hold per item ratio. By default it will be set to the library needing 3 items per hold that has been placed. The report will tell you how many additional items need to be purchased to meet this quota.
Simply scan or type the returned item's identifying number (usually a barcode) in the box provided.
-
What happens if a patron has debts?
-
A red box will alert you. Fines are calculated and posted the following day.
If you know the items all have fines or debts associated with them, you can chose to "Forgive All Debts" by using the Check box. By usiing this check box, no charges will be placed against the patrons account.
-
What happens if the item is on reserve?
-
A red typed alert saying "Reserve Found" will be displayed along with the Reserve listing information. Click on the confirm button to proceed. If the item is confirmed than the items status will be changed to "waiting". If the item is requested by someone in another branch, then you must validate the transfer.
WARNING: BRANCH AND PRINTING SETTINGS.
+
+
How do I check in (return) an item?
Simply scan or type the returned item's identifying number (usually a barcode) in the box provided.
+
What happens if a patron has debts?
A red box will alert you. Fines are calculated and posted the following day.
If you know the items all have fines or debts associated with them, you can chose to "Forgive All Debts" by using the Check box. By usiing this check box, no charges will be placed against the patrons account.
+
What happens if the item is on reserve?
A red typed alert saying "Reserve Found" will be displayed along with the Reserve listing information. Click on the confirm button to proceed. If the item is confirmed than the items status will be changed to "waiting". If the item is requested by someone in another branch, then you must validate the transfer.
WARNING: BRANCH AND PRINTING SETTINGS.
Before you begin, it is very important that you take note of the branch and printer settings and change them if necessary. This should only have to be done the first time you do circulations (or returns) from a workstation, after which a browser cookie will remember the correct settings. If you do returns under the wrong branch settings Koha will reset the location of all items scanned to the incorrect branch
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tmpl
index 05556cad77..d8cf68e369 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/selectbranchprinter.tmpl
@@ -1,3 +1,35 @@
-
Set Library:
There are three ways to set your home branch.
IMPORTANT: You will not be able to perform circulation functions without first setting a library.
Most commonly the home branch is set when adding a staff patron. (See the Adding Staff Patrons part of this manual). When staff members login their home branch will be set automatically. You can see that branch in the top right of the staff client
If a library is not set you will see a notice to that affect.
To set the library you can click '(Set)' to the right of the 'NO_LIBRARY_SET' label
The other way to set the library is to click 'Set library' on the main circulation page
Choose your home branch from the menu you are presented with
Click 'Submit'
What is a home branch?
The home branch is the branch you want recorded as the origination of circulation functions while you are logged in.
For example, if your home branch is set to 'Main Library', any items checked out to a patron on your terminal will be considered by Koha to be checked out from the 'Main Library' branch. An item transferred on that computer will be recorded as transferred from the 'Main Library' branch.
Why would I want to set a home branch?
Setting your home branch is critical. It enables Koha to accurately record statistics, circulation (what branch an item has been checked out from or returned to), and transfers.
-
+
+
Set Library:
+
+
There are three ways to set your home branch.
+
+IMPORTANT: You will not be able to perform circulation functions without first setting a library.
+
+
+ Most commonly the home branch is set when adding a staff patron. (See the Adding Staff Patrons part of this manual). When staff members login their home branch will be set automatically. You can see that branch in the top right of the staff client
+
+ If a library is not set you will see a notice to that affect.
+
+ To set the library you can click '(Set)' to the right of the 'NO_LIBRARY_SET' label
+
+ The other way to set the library is to click 'Set library' on the main circulation page
+
+ Choose your home branch from the menu you are presented with
+
+ Click 'Submit'
+
+
+
What is a home branch?
+
+ The home branch is the branch you want recorded as the origination of circulation functions while you are logged in.
+
+ For example, if your home branch is set to 'Main Library', any items checked out to a patron on your terminal will be considered by Koha to be checked out from the
+ 'Main Library'
+ branch. An item transferred on that computer will be recorded as transferred from the 'Main Library' branch.
+
+
Why would I want to set a home branch?
+
+ Setting your home branch is critical. It enables Koha to accurately record statistics, circulation (what branch an item has been checked out from or returned to), and transfers.
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl
index bf8ca7eae0..1d30f88f5a 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/transferstoreceive.tmpl
@@ -1,3 +1,14 @@
-
Transfers To Receive Help
This report depends on the system preference 'TransfersMaxDaysWarning'. If items are not transferred by the number of days defined in this preference a warning will be issued via the 'check this transfer' link.
Get there: More > Administration > General Preferences > Circulation > TransfersMaxDaysWarning
What is a Transfer To Receive?
This report shows all the items from other libraries/branches that are in transit to your branch. The status of all these items is marked as "In Transit"
How do I process a Transfer To Receive?
Once the item has physically arrived in your branch, click "Receive Item". This will change the status of the item from "In Transit" to "Waiting". The item will now show on the "Holds Awaiting Pick Up" report.
-
+
+
Transfers To Receive Help
+
+
This report depends on the system preference 'TransfersMaxDaysWarning'. If items are not transferred by the number of days defined in this preference a warning will be issued via the 'check this transfer' link.
+
+
Get there: More > Administration > General Preferences > Circulation > TransfersMaxDaysWarning
+
+
+
What is a Transfer To Receive?
+
This report shows all the items from other libraries/branches that are in transit to your branch. The status of all these items is marked as "In Transit"
+
+
How do I process a Transfer To Receive?
+
Once the item has physically arrived in your branch, click "Receive Item". This will change the status of the item from "In Transit" to "Waiting". The item will now show on the "Holds Awaiting Pick Up" report.
This report lists the next hold waiting (one per biblio) depending on how system preferences are set
StaticHoldsQueueWeight Allows the library to specify a list of library location codes -- if used alone, it will rank the list statically, selecting the top-ranking available location to be added to the picklist.
RandomizeHoldsQueueWeight If 'RandomizeHoldsQueueWeight' and 'StaticHoldsQueueWeight' are set, the list of library codes in the 'StaticHoldsQueueWeight' system preference are randomized rather than statically ranked. If RandomizeHoldsQueueWeight alone is set, the list of all available library codes is used to randomize the weight.
If neither 'RandomizeHoldsQueueWeight' or 'StaticHoldsQueueWeight' is set, the holds queue is statically ranked according to how they are pulled out of the system database.
Get there: More > Administration > General Preferences > Circulation
-
-
+
+
Holds Queue
+
+
This report lists the next hold waiting (one per biblio) depending on how system preferences are set
+
+
StaticHoldsQueueWeight Allows the library to specify a list of library location codes -- if used alone, it will rank the list statically, selecting the top-ranking available location to be added to the picklist.
+
RandomizeHoldsQueueWeight If 'RandomizeHoldsQueueWeight' and 'StaticHoldsQueueWeight' are set, the list of library codes in the 'StaticHoldsQueueWeight' system preference are randomized rather than statically ranked. If RandomizeHoldsQueueWeight alone is set, the list of all available library codes is used to randomize the weight.
+
If neither 'RandomizeHoldsQueueWeight' or 'StaticHoldsQueueWeight' is set, the holds queue is statically ranked according to how they are pulled out of the system database.
+
+
Get there: More > Administration > General Preferences > Circulation
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl
index a27910fd6a..f052c4ba32 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/circ/waitingreserves.tmpl
@@ -1,5 +1,5 @@
-
-Holds awaiting pickup
List the holds that are ready & await for the patron to take them at the library
-
-
+
+
Holds awaiting pickup
+
+
List the holds that are ready & await for the patron to take them at the library
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl
index bda449fa8d..e6f0492263 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/labels/label-home.tmpl
@@ -1,6 +1,8 @@
-
Label Printing
How do I print Labels using this feature?
+
Label Printing
+
+
How do I print Labels using this feature?
The sequence of steps is:
Define a Layout
Define a Layout Template
Merge a Layout and Layout Template via the Label Batch
What is a "Layout"?
@@ -10,7 +12,7 @@
A layout template is the dimensions of the sheet you are using. You will need to either acquire the dimensions from the label supplier, or measure them accurately.
Layout Templates will need to be defined for each type of Label sheet or page you wish to print to.
-
What is a "Label Batch"?
+
What is a "Label Batch"?
A label batch is where you take your Layout, Layout Template and merge with the items you wish to create the labels for.
Once the merge has been completed, a PDF will be generated that can be used to print the labels.
If this is your first time logging into Koha, you should now got to Koha Administration and setup all system parameters, especially Patron Categories.
Once you have set up patron categories, you should create a new user in "Patrons" with super librarian privileges. Then use that user to log in rather than the root user set up as part of installation.
Here are some other suggestions:
+
If this is your first time logging into Koha, you should now got to Koha Administration and setup all system parameters, especially Patron Categories.
+
+
Once you have set up patron categories, you should create a new user in "Patrons" with super librarian privileges. Then use that user to log in rather than the root user set up as part of installation.
You can edit the online help through the Koha Staff Client by clicking the "Edit Help" button. This feature has been designed so that library workflow and policies can be documented within Koha.
IMPORTANT NOTE Online Help is overwritten during a Koha Upgrade.
As part of the upgrade process your online help will be overwritten with the new Help as part of the install. If you want to keep a copy of your online help, you should instruct your System Administrator to upgrade the Online Help directory in the Koha file tree.
The online help directory is:
/koha-tmpl/intranet-tmpl/prog/en/modules/help
+
You can edit the online help through the Koha Staff Client by clicking the "Edit Help" button. This feature has been designed so that library workflow and policies can be documented within Koha.
+
+
IMPORTANT NOTE Online Help is overwritten during a Koha Upgrade.
+
+
As part of the upgrade process your online help will be overwritten with the new Help as part of the install. If you want to keep a copy of your online help, you should instruct your System Administrator to upgrade the Online Help directory in the Koha file tree.
+
+
The online help directory is:
/koha-tmpl/intranet-tmpl/prog/en/modules/help
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl
index 59356c03c9..ce41889b4c 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tmpl
@@ -1,5 +1,35 @@
-
-Patron Fines
Patron fines are calculated based on your system preferences.
Get there: More > Administration > Patrons and Circulation > Circulation and fines rules
Viewing Patron Accounts
Click on the 'Fines' tab under the patron information on the left
You will see the patron's account information
In addition to overdue fines, replacement costs for lost items, account management fees and other library specific fees will show on the account
TIP: Marking an item Lost via the edit item page will automatically put a fine on the patron's record for the replacement cost of the item
To pay fines, click the 'Pay fines' tab
Each charge gives you a menu which lets you decide whether to mark items paid or not
By choosing 'Paid' the system assumes that a full payment is being made
Payments will appear on the Account tab
You can also create manual invoices/charges or apply manual credits to patron's accounts
TIP: If you create a manual credit, be aware that it won't be applied to any particular lost or late item
To create a manual invoice, click the 'Create manual invoice' tab
Enter in the information related to the charge you're adding
The new charge will appear on the 'Account' tab
Manual invoices can be paid the same way as automatic fines, by clicking on 'Pay fines'
-
-
+
+
Patron Fines
+Patron fines are calculated based on your system preferences.
+
+
+Get there: More > Administration > Patrons and Circulation > Circulation and fines rules
+
+
Viewing Patron Accounts
+
+
+
Click on the 'Fines' tab under the patron information on the left
+
You will see the patron's account information
+
In addition to overdue fines, replacement costs for lost items, account management fees and other library specific fees will show on the account
+
+
+
+TIP: Marking an item Lost via the edit item page will automatically put a fine on the patron's record for the replacement cost of the item
+
+
To pay fines, click the 'Pay fines' tab
+
Each charge gives you a menu which lets you decide whether to mark items paid or not
+
By choosing 'Paid' the system assumes that a full payment is being made
+
Payments will appear on the Account tab
+
You can also create manual invoices/charges or apply manual credits to patron's accounts
+
+
+
+TIP: If you create a manual credit, be aware that it won't be applied to any particular lost or late item
+
+
To create a manual invoice, click the 'Create manual invoice' tab
+
Enter in the information related to the charge you're adding
+
The new charge will appear on the 'Account' tab
+
Manual invoices can be paid the same way as automatic fines, by clicking on 'Pay fines'
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl
index 370ab6b4a0..6436b493cc 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tmpl
@@ -1,5 +1,9 @@
-
-
Create Manual Credit
To create a manual credit, click the 'Create manual credit' tab
Enter in the information related to the credit you're adding
The new credit will appear on the 'Account' tab
TIP: Use manual credits to pay partial fines.
-
-
+
+
Create Manual Credit
+
+
To create a manual credit, click the 'Create manual credit' tab
+
Enter in the information related to the credit you're adding
+
The new credit will appear on the 'Account' tab
+
TIP: Use manual credits to pay partial fines.
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl
index 646883fb49..d8dc9ab3e4 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tmpl
@@ -1,5 +1,11 @@
-
-
Create Manual Invoice
To create a manual invoice, click the 'Create manual invoice' tab
Enter in the information related to the charge you're adding
The new charge will appear on the 'Account' tab
Manual invoices can be paid the same way as automatic fines, by clicking on 'Pay fines'
-
-
+
+
Create Manual Invoice
+
+
Click the 'Create manual invoice' tab
+
Enter in the information related to the charge you're adding
+
The new charge will appear on the 'Account' tab
+
Manual invoices can be paid the same way as automatic fines, by clicking on 'Pay fines'
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl
index 635ab1f06b..137bb4adf8 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tmpl
@@ -1,5 +1,36 @@
-
-Setting Patron Permissions
Patron permissions are used to define the rights of staff members when in the intranet/staff client.
To alter patron permissions, click on Patrons on the main menu at the top of the screen.
Search or browse for the patron you'd like to edit
Click on the patron's name from the results
Click the 'More' button on the top right of the patron profile and choose 'Set Permissions'
Choose the permissions you'd like this patron to have
You can pick as many permissions as you'd like for each staff member
TIP: If a staff member is set to 'superlibrarian' they have access to all functions and do not need any other permissions checked
To give staff members more granular permissions, you can turn on the GranularPermissions system preference
Get there: More > Administration > General preferences > Admin > GranularPermissions
If this setting is on the permissions menu will offer more granual permissions
This allows staff members access to specific tools
TIP: If this preference is turned OFF after being ON, the system reverts to the original behavior, although the specific permissions are retained. This means if a staff member has been given granular permissions they will retain those even if this is turned OFF
-
-
+
+
Setting Patron Permissions
+
+
Patron permissions are used to define the rights of staff members when in the intranet/staff client.
+
+
+
To alter patron permissions, click on Patrons on the main menu at the top of the screen.
+
Search or browse for the patron you'd like to edit
+
Click on the patron's name from the results
+
+ Click the 'More' button on the top right of the patron profile and choose 'Set Permissions'
+
+
+ Choose the permissions you'd like this patron to have
+
+
+ You can pick as many permissions as you'd like for each staff member
+
+
+
+TIP: If a staff member is set to 'superlibrarian' they have access to all functions and do not need any other permissions checked
+
+
To give staff members more granular permissions, you can turn on the GranularPermissions system preference
+
+
Get there: More > Administration > General preferences > Admin > GranularPermissions
+
If this setting is on the permissions menu will offer more granual permissions
+
This allows staff members access to specific tools
+
+
+
+TIP: If this preference is turned OFF after being ON, the system reverts to the original behavior, although the specific permissions are retained. This means if a staff member has been given granular permissions they will retain those even if this is turned OFF
+
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl
index 6fb51526cd..c16b139d7d 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tmpl
@@ -1,5 +1,14 @@
-
-
Change Patron Password
Koha cannot display existing passwords, so this form can only be used to change a patron's username and/or password, but not to recover an exisiting password.
The default minimum password length is 3 characters long. To change this value, update your system preferences.
Get there: More > Administration > Global System Preferences > Patrons > minPasswordLength
-
-
+
+
Change Patron Password
+
+
Koha cannot display existing passwords, so this form can only be used to change a patron's username and/or password, but not to recover an exisiting password.
+
The default minimum password length is 3 characters long. To change this value, update your system preferences.
+
+
+
+
Get there: More > Administration > Global System Preferences > Patrons > minPasswordLength
+
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl
index 6fc928aba8..3967674454 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tmpl
@@ -1,3 +1,175 @@
-
Add Patrons
Adding a New Patron
IMPORTANT: System preferences should be defined before adding new patrons.
Get there: More > Administration
Add a new patron:
Click the 'New' button
Choose the type of patron you'd like to add:
Staff = A user that can be configured to perform functions in the staff client.
Adult = A regular patron (can have child patrons attached to it).
Child = A patron who can have an adult guarantor.
Organization = An organization that can have professional patrons attached to it.
Professional = A patron that can have an organization as a guarantor.
Statistical = A "fake" patron card. When items are scanned on to a Statistical patron card, the items are not checked out, but recorded.
TIP: This can be used to record statistics of items that are used, but do not get checked out, such as reference items, magazines, etc. You can then run a report to gather the statistics from this card
Each patron type will have slightly different options.
Fill in the fields related to your patron
Note that the Surname (or Last Name) is required for each patron as a default setting. You can define which fields, if any, should be required.
Get there: Administration > System Preferences > Patrons > BorrowerMandatoryField.
TIP: 'Initials' and 'Other name' are great for internal use when recognizing patrons
If you're adding a 'Child' or 'Professional' you will see an additional field, asking you to define a Guarantor.
From this menu you must choose the patron record to link to the child or professional.
Click 'Find guarantor' and pick a patron from the resulting list.
TIP: Only patrons of type "A" (adult) are searched for when you look for guarantors through the "find guarantor" interface. This means that (for example) library staff (type "S") and other children (type "C") cannot be found as guarantors
IMPORTANT: Entering a patron by hand will not work the way you'd expect - you must search
TIP: You can define the terms used in the Guarantor field. 'Mother' and 'Father' are default settings, but you can add "Grandparent" or "Legal Guardian" for instance
Get there: Administration > Global system preferences > Patrons > borrowerRelationship
If you're adding an 'Organization' you will see fewer fields in this first section.
Enter your patron's main address.
The 'Street type' dropdown menu comes from your Patrons and Circulation parameters.
Get there: Administration > Patrons and Circulation > Road types
The City, State dropdown menu comes from your Patrons and Circulation parameters.
Get there: Administration > Patrons and circulation > Cities
Enter additional contact information for your patron.
TIP: Encourage your patrons to provide an email address. Koha will use this email address to contact patrons when an item they reserved is available and to send overdue notices.
Enter an alternate address (if you require one for your library).
TIP: This is handy if your patron has a PO Box and you want their home address as well.
Enter in an additional contact (if you require one for your library)
Enter information necessary for patron management in the library
The card number can be auto-calculated, scanned in from a barcode scanner or entered in by hand. The auto-calculated card number can be turned ON and OFF in your system preferences.
Get there: Administration > System Preferences > Patrons > autoMemberNum.
Library branches are defined in your Basic Parameters.
Get There: Administration > Basic Parameters > Libraries, branches and groups
Patron Categories are defined in Patrons and Circulation.
Get There: Administration > Patrons and circulation > Patron categories
The sort fields are used for internal use and reports.
Enter information specific to you library policies.
TIP: Use 'Library note' for notes you'd like your circulation staff to see.
TIP: Use 'OPAC note' for notes you'd like the patron to see.
IMPORTANT: Make sure your staff understands the difference between these fields. 'Library note' is a private note that ONLY staff can view. 'OPAC note' WILL be viewed by the patron.
Provide patrons with a login for the OPAC.
TIP: Patrons will be able to update/change their password via the OPAC
Click 'Save' to finish the process.
-
+
+
Add Patrons
+
+
Adding a New Patron
+
IMPORTANT: System preferences should be defined before adding new patrons.
+
+
+Get there:More > Administration
+
Add a new patron:
+
+
Click the 'New' button
+
Choose the type of patron you'd like to add:
+
+
Staff = A user that can be configured to perform functions in the staff client.
+
Adult = A regular patron (can have child patrons attached to it).
+
Child = A patron who can have an adult guarantor.
+
Organization = An organization that can have professional patrons attached to it.
+
Professional = A patron that can have an organization as a guarantor.
+
Statistical =
+ A "fake" patron card. When items are scanned on to a Statistical patron card, the items are not checked out, but recorded.
+
+
+
+TIP: This can be used to record statistics of items that are used, but do not get checked out, such as reference items, magazines, etc. You can then run a report to gather the statistics from this card
+
+
+
+
+
+
+ Each patron type will have slightly different options.
+
+
+ Fill in the fields related to your patron
+
+
+
+ Note that the Surname (or Last Name) is required for each patron as a default setting. You can define which fields, if any, should be required.
+
+
+TIP: 'Initials' and 'Other name' are great for internal use when recognizing patrons
+
+
+
+
If you're adding a 'Child' or 'Professional' you will see an additional field, asking you to define a Guarantor.
+
+
+
+ From this menu you must choose the patron record to link to the child or professional.
+
+
+
+ Click 'Find guarantor' and pick a patron from the resulting list.
+
+
+
+TIP: Only patrons of type "A" (adult) are searched for when you look for guarantors through the "find guarantor" interface. This means that (for example) library staff (type "S") and other children (type "C") cannot be found as guarantors
+
+
+ IMPORTANT: Entering a patron by hand will not work the way you'd expect - you must search
+
+
+
+
+
+
+TIP: You can define the terms used in the Guarantor field. 'Mother' and 'Father' are default settings, but you can add "Grandparent" or "Legal Guardian" for instance
+
+
+
+
+
+Get there: Administration > Global system preferences > Patrons >borrowerRelationship
+
+
+
+
+
+
+ If you're adding an 'Organization' you will see fewer fields in this first section.
+
+
+ Enter your patron's main address.
+
+
+
+ The 'Street type' dropdown menu comes from your Patrons and Circulation parameters.
+
+
+ The City, State dropdown menu comes from your Patrons and Circulation parameters.
+
+
+
+Get there: Administration > Patrons and circulation > Cities
+
+
+
Enter additional contact information for your patron.
+
+
+
+TIP: Encourage your patrons to provide an email address. Koha will use this email address to contact patrons when an item they reserved is available and to send overdue notices.
+
+
+
+
Enter an alternate address (if you require one for your library).
+
+
+
+TIP: This is handy if your patron has a PO Box and you want their home address as well.
+
+
+
+
Enter in an additional contact (if you require one for your library)
+
Enter information necessary for patron management in the library
+
+
The card number can be auto-calculated, scanned in from a barcode scanner or entered in by hand. The auto-calculated card number can be turned ON and OFF in your system preferences.
+
Library branches are defined in your Basic Parameters.
+
+
+Get There:Administration > Basic Parameters > Libraries, branches and groups
+
+
Patron Categories are defined in Patrons and Circulation.
+
+
+Get There:Administration > Patrons and circulation > Patron categories
+
+
The sort fields are used for internal use and reports.
+
+
+
+
Enter information specific to you library policies.
+
+
+
+
+TIP: Use 'Library note' for notes you'd like your circulation staff to see.
+
+
+TIP: Use 'OPAC note' for notes you'd like the patron to see.
+
+
+
+
+IMPORTANT: Make sure your staff understands the difference between these fields. 'Library note' is a private note that ONLY staff can view. 'OPAC note' WILL be viewed by the patron.
+
+
+
+
Provide patrons with a login for the OPAC.
+
+
+
+TIP: Patrons will be able to update/change their password via the OPAC
+
+
+
+
Click 'Save' to finish the process.
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl
index f3d232ddc2..530d641b0f 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tmpl
@@ -1,3 +1,15 @@
-
Patrons help
This is the Patrons module of Koha.
The Patrons portion stores the information you add about your patrons.
To add a patron, type their name into the search box and click the 'Search' button.
If there is already a patron matching the name you searched, it will show on the results list.
This can be particularly useful when people have lost their cards or when children forget their cards. That way, you can avoid having multiple numbers for the same patron.
Alternatively, you can browse a section of patron by selecting the first letter of the Patron's last name from the list on the right.
If the patron does not already have an account, click the 'New' button and choose the patron type you'd like to add
-
+
+
Patrons help
+
+
This is the Patrons module of Koha.
+
The Patrons portion stores the information you add about your patrons.
+
+
To add a patron, type their name into the search box and click the 'Search' button.
+
If there is already a patron matching the name you searched, it will show on the results list.
+
+
This can be particularly useful when people have lost their cards or when children forget their cards. That way, you can avoid having multiple numbers for the same patron.
+
+
Alternatively, you can browse a section of patron by selecting the first letter of the Patron's last name from the list on the right.
+
If the patron does not already have an account, click the 'New' button and choose the patron type you'd like to add
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl
index 596bdd0e37..df7b92576b 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tmpl
@@ -1,5 +1,15 @@
-
-
Patron Messaging Preferences
This tab allows librarians to assign advaned messaging preferences to patrons. Patrons can also set these options via the OPAC.
TIP: To turn on messaging options you will need to turn the 'EnhancedMessagingPreferences' system preference to 'ON'
Get there: Administration > System Preferences > Patrons > EnhancedMessagingPreferences.
-
-
+
+
Patron Messaging Preferences
+
+
This tab allows librarians to assign advaned messaging preferences to patrons. Patrons can also set these options via the OPAC.
+
+
+
+TIP: To turn on messaging options you will need to turn the 'EnhancedMessagingPreferences' system preference to 'ON'
+
+
Get there: Administration > System Preferences > Patrons > EnhancedMessagingPreferences.
+
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl
index ebabcfc468..4ff9b5cc64 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tmpl
@@ -1,3 +1,12 @@
-
Member Information Screen
This screen shows the information associated with a given patron.
On the top left is their address and card number.
A patron's annual membership fee payment status also shows on this screen.
At the bottom of the patron information page you will find quick access to items the patron has checked out, overdue and on hold.
You can get information on what a patron has read in the past by clicking on the Circulation History button.
If you would like to edit a patron's information, click the 'Edit' button. You can also click one of the 'Edit' links below each section on the patron record.
If you would like to PERMANENTLY delete a user, click 'Delete' under 'More'. A confirmation box will appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!
If no patron image exists for this patron, click the "Add Patron Images" link to add an image or images. The pixel dimensions should not exceed 120 X 200. Only PNG, GIF, JPEG, XPM formats are supported.
-
+
+
Member Information Screen
+
+
This screen shows the information associated with a given patron.
+
On the top left is their address and card number.
+
A patron's annual membership fee payment status also shows on this screen.
+
At the bottom of the patron information page you will find quick access to items the patron has checked out, overdue and on hold.
+
You can get information on what a patron has read in the past by clicking on the Circulation History button.
+
If you would like to edit a patron's information, click the 'Edit' button. You can also click one of the 'Edit' links below each section on the patron record.
+
If you would like to PERMANENTLY delete a user, click 'Delete' under 'More'. A confirmation box will appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!
+
If no patron image exists for this patron, click the "Add Patron Images" link to add an image or images. The pixel dimensions should not exceed 120 X 200. Only PNG, GIF, JPEG, XPM formats are supported.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl
index 1a1b7eb894..58a88d5001 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tmpl
@@ -1,5 +1,17 @@
-
-
Pay Fines
To pay fines, click the 'Pay fines' tab
Each charge gives you a menu which lets you decide whether to mark items paid or not
By choosing 'Paid' the system assumes that a full payment is being made
Payments will appear on the Account tab
You can also create manual invoices/charges or apply manual credits to patron's accounts
TIP: If you create a manual credit, be aware that it won't be applied to any particular lost or late item
-
-
+
+
Pay Fines
+
+
To pay fines, click the 'Pay fines' tab
+
Each charge gives you a menu which lets you decide whether to mark items paid or not
+
By choosing 'Paid' the system assumes that a full payment is being made
+
Payments will appear on the Account tab
+
You can also create manual invoices/charges or apply manual credits to patron's accounts
+
+
+
+TIP: If you create a manual credit, be aware that it won't be applied to any particular lost or late item
+
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl
index d333d4dffb..8c4cb9a5d4 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tmpl
@@ -1,5 +1,17 @@
-
-
Patron Cirulation History Help
To see the patron's reading history, click on the 'Circulation History' tab on the menu to the left.
TIP: This will only show a reading history if you have the 'intranetreadinghistory' preference turned 'ON'
Get there: Administration > Global system preferences > Patrons > intranetreadinghistory
To see the history of changes to the patron record click on 'Modification Log' on the menu to the left.
-
-
+
+
Patron Cirulation History Help
+
+
To see the patron's reading history, click on the 'Circulation History' tab on the menu to the left.
+
+
+TIP: This will only show a reading history if you have the 'intranetreadinghistory' preference turned 'ON'
+
+
+
+Get there:Administration > Global system preferences > Patrons > intranetreadinghistory
+
+
To see the history of changes to the patron record click on 'Modification Log' on the menu to the left.
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tmpl
index 89a8c1a360..dd70cc8e0f 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/acquisitions_stats.tmpl
@@ -1,5 +1,13 @@
-
-
Acquisitions Statistics
IMPORTANT: The Acquisitions 'Wizard' is designed to be a simple statistical snapshot, In each wizard, you will choose a single category to represent 'row' and another to represent 'column'.
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Acquisitions' under 'Statistics Wizards'
Enter in the information you'd like to see in your repor
Click 'Submit'
By changing the report from 'Count items' to 'Amount' you will see the total spent
-
-
+
+
Acquisitions Statistics
+
+
IMPORTANT: The Acquisitions 'Wizard' is designed to be a simple statistical snapshot, In each wizard, you will choose a single category to represent 'row' and another to represent 'column'.
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Acquisitions' under 'Statistics Wizards'
+
Enter in the information you'd like to see in your repor
+
Click 'Submit'
+
By changing the report from 'Count items' to 'Amount' you will see the total spent
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tmpl
index de3726a352..cde76be7c2 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/bor_issues_top.tmpl
@@ -1,5 +1,16 @@
-
-
Patrons with the most checkouts
This guided report will show you which patrons have checked out the most items.
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Patrons with the most checkouts' under 'Top Lists'
Choose any filters from the top section
IMPORTANT: Choose something other than 'None' from the 'By' field to see results
Once you have your fields fill in, click 'Submit'
-
-
+
+
Patrons with the most checkouts
+
+
This guided report will show you which patrons have checked out the most items.
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Patrons with the most checkouts' under 'Top Lists'
+
Choose any filters from the top section
+
+
+ IMPORTANT: Choose something other than 'None' from the 'By' field to see results
+
+
Once you have your fields fill in, click 'Submit'
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tmpl
index ab327f4ea6..aa484b06dc 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_out.tmpl
@@ -1,5 +1,11 @@
-
-
Patrons who haven't checked out
This guided report will give you a snapshot of which (OR HOW MANY?) items have not been checked out at all. You can limit these items by branch
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Patrons who haven't checked out' under 'Inactive'
If you do not choose any filters or limits, you will see all patrons who have not checked anything out of your library
-
-
+
+
Patrons who haven't checked out
+
+
This guided report will give you a snapshot of which (OR HOW MANY?) items have not been checked out at all. You can limit these items by branch
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Patrons who haven't checked out' under 'Inactive'
+
If you do not choose any filters or limits, you will see all patrons who have not checked anything out of your library
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tmpl
index aa16ce38c4..41cd00fdcb 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/borrowers_stats.tmpl
@@ -1,5 +1,28 @@
-
-
Patron Statistics
IMPORTANT: The Patron 'Wizard' is designed to be a simple statistical snapshot, In each wizard, you will choose a single category to represent 'row' and another to represent 'column'.
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Patrons' under 'Statistics Wizards'
Use the radio button to choose a category for 'row' (In the case above, we've selected 'patron category' for the row
Use dropdowns to apply filters to this category
Use the radio button to choose a category for 'column' (In the case above, we've selected 'branch' for the column)
Use dropdowns to apply filters to this category
Options without radio buttons such as 'Patron status', 'Patron activity', and 'Date of Birth' are limits you can place on the report.
TIP: To place no limits for a category, choose the blank field. When blank field is chosen all categories will be included in the statistical count.
Choose a method for 'outputing' (viewing) the report: Options are 'browser' or saving as a file viewable in a program like Excel.
Click 'Submit'
For each patron category (rows), there is a count given by branch. Each row and and columns are also totaled
-
-
+
+
Patron Statistics
+
+
IMPORTANT: The Patron 'Wizard' is designed to be a simple statistical snapshot, In each wizard, you will choose a single category to represent 'row' and another to represent 'column'.
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Patrons' under 'Statistics Wizards'
+
Use the radio button to choose a category for 'row' (In the case above, we've selected 'patron category' for the row
+
+
Use dropdowns to apply filters to this category
+
+
Use the radio button to choose a category for 'column' (In the case above, we've selected 'branch' for the column)
+
+
+
+
Use dropdowns to apply filters to this category
+
+
+
Options without radio buttons such as 'Patron status', 'Patron activity', and 'Date of Birth' are limits you can place on the report.
+
+
+TIP: To place no limits for a category, choose the blank field. When blank field is chosen all categories will be included in the statistical count.
+
Choose a method for 'outputing' (viewing) the report: Options are 'browser' or saving as a file viewable in a program like Excel.
+
Click 'Submit'
+
For each patron category (rows), there is a count given by branch. Each row and and columns are also totaled
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tmpl
index a6ced4f1c0..d07159d1ed 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/cat_issues_top.tmpl
@@ -1,5 +1,17 @@
-
-
Most -Circulated Items
This guided report will show you which patrons
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Most-Circulated Items' under 'Top Lists'
Choose any filters from the top section
IMPORTANT: Choose something other than 'None' from the 'By' field to see results
Once you have your fields fill in, click 'Submit'
-
-
+
+
Most -Circulated Items
+
+
This guided report will show you which patrons
+
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Most-Circulated Items' under 'Top Lists'
+
Choose any filters from the top section
+
+
+ IMPORTANT: Choose something other than 'None' from the 'By' field to see results
+
+
Once you have your fields filled in, click 'Submit'
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tmpl
index 601520c4c4..03bb3986b6 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_out.tmpl
@@ -1,5 +1,15 @@
-
-
Items not checked out
This guided report will give you a snapshot of items have not been checked out at all. You can limit these items by branch
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Items not checked out' under 'Inactive'
If you do not choose any filters or limits, you will see all items that have not been checked out of your library
By choosing a limit you will change the output
Choose a limit of 'Library'
And your results will be sorted by Library code
-
-
+
+
Items not checked out
+
+
This guided report will give you a snapshot of items have not been checked out at all. You can limit these items by branch
+
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Items not checked out' under 'Inactive'
+
If you do not choose any filters or limits, you will see all items that have not been checked out of your library
+
By choosing a limit you will change the output
+
Choose a limit of 'Library'
+
And your results will be sorted by Library code
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tmpl
index 0ac279020d..00026f117c 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/catalogue_stats.tmpl
@@ -1,3 +1,24 @@
-
Catalog Statistics
IMPORTANT: The Catalog 'Wizard' is designed to be a simple statistical snapshot. You will choose a single category to represent 'row' and another to represent 'column'.
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Catalog' (or 'Catalogue') under 'Statistics Wizards'
Use the radio button to choose a category for 'row' (In the case above, we've selected 'patron category' for the row
Use dropdowns to apply filters to this category
Use the radio button to choose a category for 'column' (In the case above, we've selected 'branch' for the column)
Use dropdowns to apply filters to this category
Choose a method for 'outputing' (viewing) the report: Options are 'browser' or saving as a file viewable in a program like Excel.
Click 'Submit'
-
+
+
Catalog Statistics
+
+
IMPORTANT: The Catalog 'Wizard' is designed to be a simple statistical snapshot. You will choose a single category to represent 'row' and another to represent 'column'.
+
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Catalog' (or 'Catalogue') under 'Statistics Wizards'
+
Use the radio button to choose a category for 'row' (In the case above, we've selected 'patron category' for the row
+
+
Use dropdowns to apply filters to this category
+
+
+
+
Use the radio button to choose a category for 'column' (In the case above, we've selected 'branch' for the column)
+
+
Use dropdowns to apply filters to this category
+
+
+
+
Choose a method for 'outputing' (viewing) the report: Options are 'browser' or saving as a file viewable in a program like Excel.
+
Click 'Submit'
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tmpl
index db90e7fef1..6b142c0573 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/dictionary.tmpl
@@ -1,3 +1,41 @@
-
Reports Dictionary Help
What is the Reports Dictionary
The dictionary provides a way that you can define custom criteria for reporting by combining existing criteria.
Adding A New Definition
Step 1 of 4 Name
At this step you will need to fill out the following details:
Definition Name: Short name that is used for display and selection
Definition Description: Used within the dictionary only to provide further detail about the definition
Step 2 of 4 Area
Now you will need to select the area that you are binding the definition to. Definitions can only be bound to one area. If you wish to use a similar definition in say, Circulation and Patrons, you will need to create two definitions - one for each area
Step 3 of 4 Columns
Now select the criteria that you wish to use to build your definition. Click on the database column name and then press the add button. Once you have selected all your desired columns, press Next.
Note: Definitions can be deleted easily, and if you are still learning the structure of the Koha data, it may take a little while to sort out which fields you require. Some trial and error may be required.
Step 4 of 4 Values
Now you need to select the values for each column that will make up your new criteria. There are different ways to define the values, based on the type of data in the column you have selected
Search String Matches For free text fields in that database, enter a string/phrase for the criteria to match on
Date For date fields you can either select:
Date Range: enter values in both date fields
All Data Before A Given Date: enter a value in the XXX field only
All Data After A Given Date: enter a value in the XXX field only
Select From Database Value For data that is given an authorised value in the Koha database, you the drop down list to select one value
Using A Definition
Once you have created your new definition and it shows on in the Dictionary, you can use the definition for reporting. When you go to create a new report, the criteria for the area you are reporting on will automatically show as limits in the Guided Reports wizard
-
+
+
Reports Dictionary Help
+
+
What is the Reports Dictionary
+
The dictionary provides a way that you can define custom criteria for reporting by combining existing criteria.
+
+
Adding A New Definition
+
Step 1 of 4 Name
+
At this step you will need to fill out the following details:
+
+
+
Definition Name: Short name that is used for display and selection
+
+
Definition Description: Used within the dictionary only to provide further detail about the definition
+
+
+
Step 2 of 4 Area
+
Now you will need to select the area that you are binding the definition to. Definitions can only be bound to one area. If you wish to use a similar definition in say, Circulation and Patrons, you will need to create two definitions - one for each area
+
+
Step 3 of 4 Columns
+
Now select the criteria that you wish to use to build your definition. Click on the database column name and then press the add button. Once you have selected all your desired columns, press Next.
+
Note: Definitions can be deleted easily, and if you are still learning the structure of the Koha data, it may take a little while to sort out which fields you require. Some trial and error may be required.
+
+
Step 4 of 4 Values
+
Now you need to select the values for each column that will make up your new criteria. There are different ways to define the values, based on the type of data in the column you have selected
+
+
Search String Matches For free text fields in that database, enter a string/phrase for the criteria to match on
+
Date For date fields you can either select:
+
+
Date Range: enter values in both date fields
+
All Data Before A Given Date: enter a value in the field only
+
All Data After A Given Date: enter a value in the field only
+
+
Select From Database Value For data that is given an authorised value in the Koha database, you the drop down list to select one value
+
+
+
Using A Definition
+
Once you have created your new definition and it shows on in the Dictionary, you can use the definition for reporting. When you go to create a new report, the criteria for the area you are reporting on will automatically show as limits in the Guided Reports wizard
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tmpl
index 703b45bd6d..b1c61f3cbe 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/guided_reports.tmpl
@@ -1,3 +1,56 @@
-
System Generated Criteria These criteria are known to the system and are drawn from your system preferences
Dictionary Criteria These are custom defined criteria defined for your Koha in the Reports Dictionary
Count : Returns a count of each value
Sum : Returns the sum of all values
Average : Returns the average value
Min : Returns the lowest value
Max : Returns the highest value
For help with the Reports Dictionary - see online help within the Dictionary Pages
Building A New Report
Step 1 of 6: Choose a Module to Report on
Select one of the module areas to report on. Guided reports can only generate reports from within one module. For reports across modules, you will need to use either a compound report, or build a custom report using SQL statements.
Step 2 of 6: Pick a Report Type
There are 3 types of reports that can be generated:
Step 3 of 6: Select Columns for Display
Select the columns to draw the report data from. Click the column to add in the left hand box and then click the "Add" button. Your column will now show up in the right hand box. To remove a selected column, click the column name on the right hand side and then click the delete button. Once you are happy with the columns, select the "Choose Columns" button to proceed to the next step.
Be careful selecting columns. The guided reports feature expects that you have some knowledge of the Koha database structure and what each field is used for. Be careful selecting columns as a poor choice may lead to a report that is so large that it either times out before it can be generated, or it will require a large amount of system resources to generate and slow down the operation of Koha.
There is no sanity checker in the reports engine
Step 4 of 6: Select Criteria to Limit on
Criteria allow you to limit your report to display results to a given criteria.Criteria are bound to a specific reporting area.
Step 5 of 6: Pick which columns to total
Now choose operations that you want to preform on each column. The operations that can be selected are:
.
Step 6 of 6: Select how you want the report ordered
Select how you wish to order the report. You can select multiple criteria to order against and the hierarchy that the are applied. For example order alphabetically by Surname, and then alphabetically by First Name
Once you have generated a report, you can now choose to save the report definition so that you can run it again when required, or setup the Task Scheduler to run the report for you.
A report can be generated directly using from an SQL statement. On the "Create from SQL" page, give the report a Title and Description (using the notes field) and then paste your SQL statement into the text area.
Reports can be scheduled to run either at a one off time, or repeatedly at a defined period using the task scheduler. The task scheduler is found under Tools >Task Scheduler
System Generated Criteria These criteria are known to the system and are drawn from your system preferences
+
Dictionary Criteria These are custom defined criteria defined for your Koha in the Reports Dictionary
+
+
+
Count : Returns a count of each value
+
Sum : Returns the sum of all values
+
Average : Returns the average value
+
Min : Returns the lowest value
+
Max : Returns the highest value
+
+
For help with the Reports Dictionary - see online help within the Dictionary Pages
+
Building A New Report
Step 1 of 6: Choose a Module to Report on
+
Select one of the module areas to report on. Guided reports can only generate reports from within one module. For reports across modules, you will need to use either a compound report, or build a custom report using SQL statements.
Step 2 of 6: Pick a Report Type
+
There are 3 types of reports that can be generated:
Step 3 of 6: Select Columns for Display
+
Select the columns to draw the report data from. Click the column to add in the left hand box and then click the "Add" button. Your column will now show up in the right hand box. To remove a selected column, click the column name on the right hand side and then click the delete button. Once you are happy with the columns, select the "Choose Columns" button to proceed to the next step.
+
Be careful selecting columns. The guided reports feature expects that you have some knowledge of the Koha database structure and what each field is used for. Be careful selecting columns as a poor choice may lead to a report that is so large that it either times out before it can be generated, or it will require a large amount of system resources to generate and slow down the operation of Koha.
+
There is no sanity checker in the reports engine
Step 4 of 6: Select Criteria to Limit on
+
Criteria allow you to limit your report to display results to a given criteria.Criteria are bound to a specific reporting area.
Step 5 of 6: Pick which columns to total
+
Now choose operations that you want to preform on each column. The operations that can be selected are:
.
Step 6 of 6: Select how you want the report ordered
+
Select how you wish to order the report. You can select multiple criteria to order against and the hierarchy that the are applied. For example order alphabetically by Surname, and then alphabetically by First Name
Once you have generated a report, you can now choose to save the report definition so that you can run it again when required, or setup the Task Scheduler to run the report for you.
A report can be generated directly using from an SQL statement. On the "Create from SQL" page, give the report a Title and Description (using the notes field) and then paste your SQL statement into the text area.
Reports can be scheduled to run either at a one off time, or repeatedly at a defined period using the task scheduler. The task scheduler is found under Tools >Task Scheduler
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tmpl
index 4c20fc40e2..c1e1a4b476 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_avg_stats.tmpl
@@ -1,5 +1,12 @@
-
-
Average loan time
This report will show you how many items were checked out, by borrower (or 'patron') category
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Average loan time' under 'Other'
Choose one field to appear in the rows and another to appear in the column. If you choose either of the date fields remember to choose to show data by 'Day', 'Month', or 'Year'
-
-
+
+
Average loan time
+
+
This report will show you how many items were checked out, by borrower (or 'patron') category
+
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Average loan time' under 'Other'
+
Choose one field to appear in the rows and another to appear in the column. If you choose either of the date fields remember to choose to show data by 'Day', 'Month', or 'Year'
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tmpl
index 94c20b6fd4..52d34c5246 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/issues_stats.tmpl
@@ -1,5 +1,11 @@
-
-
Circulation Statistics
IMPORTANT: The Circulation 'Wizard' is designed to be a simple statistical snapshot. You will choose a single category to represent 'row' and another to represent 'column'.
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Circulation' under 'Statistics Wizards'
Use the radio buttons under 'Row' and 'Column' to choose which data set will appear where
-
-
+
+
Circulation Statistics
+
+
IMPORTANT: The Circulation 'Wizard' is designed to be a simple statistical snapshot. You will choose a single category to represent 'row' and another to represent 'column'.
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Circulation' under 'Statistics Wizards'
+
Use the radio buttons under 'Row' and 'Column' to choose which data set will appear where
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tmpl
index ab63581764..c83e5b203a 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/itemslost.tmpl
@@ -1,5 +1,17 @@
-
-
Lost Items
This one-step report will show you how many items of each item type are currently in your branch library or libraries.
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Lost Items' under 'Other'
Choose category to 'Order by' (the 'order by' field effects what ordering method is used when displaying the lost items)
Enter a 'Barcode' if searching for a single item; if not leave this field blank
Choose a 'Branch' to perform the report on (or choose 'All' field at the top of the dropdown menu to choose all branches)
Choose an 'Item Type' to perform the report on (or, leave at the default 'All' to perform the report on all item types)
Choose a 'Lost Status' to search only for items that are assumed lost (long overdue), missing, or lost (or, leave this set to 'All' to see all lost items)
Click 'Submit'
-
-
+
+
Lost Items
+
+
This one-step report will show you how many items of each item type are currently in your branch library or libraries.
+
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Lost Items' under 'Other'
+
Choose category to 'Order by' (the 'order by' field effects what ordering method is used when displaying the lost items)
+
Enter a 'Barcode' if searching for a single item; if not leave this field blank
+
Choose a 'Branch' to perform the report on (or choose 'All' field at the top of the dropdown menu to choose all branches)
+
Choose an 'Item Type' to perform the report on (or, leave at the default 'All' to perform the report on all item types)
+
Choose a 'Lost Status' to search only for items that are assumed lost (long overdue), missing, or lost (or, leave this set to 'All' to see all lost items)
+
Click 'Submit'
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tmpl
index 731003d254..6e44c2fbd5 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/manager.tmpl
@@ -1,3 +1,24 @@
-
Checkouts by patron category
This report will show you how many items were checked out, by borrower (or 'patron') category
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Checkouts by patron category' under 'Other'
'Select a borrower category' using the dropdown menu provided (or select the default 'Any Category code' at the top of the dropdown menu to choose all borrower categories)
'Select a branch' to report on (or, leave at the default 'all' to perform the report on all branches)
Click 'Submit'
Catalog by Item Type
This one-step report will show you how many items of each item type are currently in your branch library or libraries.
Go to the 'Reports' module (usually under 'More' in your Global Nav)
Choose 'Catalog by Item Type' under 'Other'
Choose a branch (or choose the blank field at the top of the dropdown menu to choose all branches)
Click 'Submit'
-
+
+
Checkouts by patron category
+
+
This report will show you how many items were checked out, by borrower (or 'patron') category
+
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Checkouts by patron category' under 'Other'
+
'Select a borrower category' using the dropdown menu provided (or select the default 'Any Category code' at the top of the dropdown menu to choose all borrower categories)
+
'Select a branch' to report on (or, leave at the default 'all' to perform the report on all branches)
+
Click 'Submit'
+
+
+
Catalog by Item Type
+
+
This one-step report will show you how many items of each item type are currently in your branch library or libraries.
+
+
+
Go to the 'Reports' module (usually under 'More' in your Global Nav)
+
Choose 'Catalog by Item Type' under 'Other'
+
Choose a branch (or choose the blank field at the top of the dropdown menu to choose all branches)
+
Click 'Submit'
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl
index 7132a04e10..d664b20226 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl
@@ -1,3 +1,13 @@
-
Reports
What Reports are there in Koha?
Koha comes with a number of predefined (or "canned") reports, along with two report builder engines.
Pre-defined Reports
There are number of predefined reports in Koha. Check the the Circulation module for additional Circulation specific reports.
Statistics Wizards
The statistics wizards provide a way to build simple reports for each module. The reports produced can either be viewed on screen or downloaded for opening in a spreadsheet program or text editor.
Guided Reports Wizard
The Guided Reports Wizard helps you build reports using all the fields in the database for each module. The reports can then be saved and run using the scheduler.
-
+
+
Reports
+
+
What Reports are there in Koha?
+
+
Koha comes with a number of predefined (or "canned") reports, along with two report builder engines.
+
Pre-defined Reports
+
There are number of predefined reports in Koha. Check the the Circulation module for additional Circulation specific reports.
+
Statistics Wizards
+
The statistics wizards provide a way to build simple reports for each module. The reports produced can either be viewed on screen or downloaded for opening in a spreadsheet program or text editor.
+
Guided Reports Wizard
+
The Guided Reports Wizard helps you build reports using all the fields in the database for each module. The reports can then be saved and run using the scheduler.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tmpl
index 4711ea2d41..6eb0ff67b7 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reserve/request.tmpl
@@ -1,3 +1,37 @@
-
Holds
Enter the barcode or partial name for the patron you'd like to hold the book for.
You will be brought to a page where you can alter (if necessary) and/or confirm the hold
TIP: Note that in this case an error message appears notifying the circulation librarians that the patron might want to pick the book up at his/her home branch.
From here you can pick to either hold the next available item or a particular item
Item level holds are available by checking the box next to a particular item
An item is available for an item level hold if
it is not lost AND,
it is not marked not for loan AND,
it is not withdrawn AND,
it is not damaged (unless the AllowHoldsOnDamagedItems system preference is ON), AND
it is not on loan (unless the AllowOnShelfHolds system preference is ON)
TIP: If independent branches is on and the canreservefromotherbranches system preference is OFF, a staff operator is prevented from placing an item-level hold request on an item from a different branch
To confirm the hold, click 'Place Hold'
Reordering holds
Hold priority can be altered by viewing the holds for the title
To view holds on a title, click the 'Holds' tab on the left
By changing the priority number a patron can be moved up or down on the list of holds
-
+
+
Holds
+
+
Enter the barcode or partial name for the patron you'd like to hold the book for.
+
You will be brought to a page where you can alter (if necessary) and/or confirm the hold
+
+
+
+TIP: Note that in this case an error message appears notifying the circulation librarians that the patron might want to pick the book up at his/her home branch.
+
From here you can pick to either hold the next available item or a particular item
+
+
Item level holds are available by checking the box next to a particular item
+
An item is available for an item level hold if
+
+
it is not lost AND,
+
it is not marked not for loan AND,
+
it is not withdrawn AND,
+
it is not damaged (unless the AllowHoldsOnDamagedItems system preference is ON), AND
+
it is not on loan (unless the AllowOnShelfHolds system preference is ON)
+
+
+
+TIP: If independent branches is on and the canreservefromotherbranches system preference is OFF, a staff operator is prevented from placing an item-level hold request on an item from a different branch
+
+
To confirm the hold, click 'Place Hold'
+
+
+
+
+
Reordering holds
+
+
+
Hold priority can be altered by viewing the holds for the title
+
To view holds on a title, click the 'Holds' tab on the left
+
By changing the priority number a patron can be moved up or down on the list of holds
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl
index 97cc729474..ca4aa45297 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reviews/reviewswaiting.tmpl
@@ -1,5 +1,26 @@
-
-
Comments/Reviews
Go to the 'Tools' module (usually under 'More' in your Global Nav)
Choose 'Comments'
From this menu you will see all comments/reviews awaiting approval.
If there are no comments, the page will inform you of such
To approve a comment click 'Approve'
To delete a comment click 'Delete'
Once a comment has been approved, it will appear in the OPAC under the 'Comments' tab
Can I turn off comment moderation?
At this time, this is not a feature of Koha. All comments go through moderation.
How do I turn on/off Comments in my OPAC?
This feature is under you Global System Preferences
Go to the 'Administration' module (usually under 'More' in your Global Nav)
Click on 'Global System preferences' and then choose the 'OPAC Features' tab
From here you can toggle the 'reviewson' feature which controls comments within your OPAC
-
-
+
+
Comments/Reviews
+
+
Go to the 'Tools' module (usually under 'More' in your Global Nav)
+
Choose 'Comments'
+
From this menu you will see all comments/reviews awaiting approval.
+
+
If there are no comments, the page will inform you of such
+
+
To approve a comment click 'Approve'
+
To delete a comment click 'Delete'
+
Once a comment has been approved, it will appear in the OPAC under the 'Comments' tab
+
+
+
Can I turn off comment moderation?
+
At this time, this is not a feature of Koha. All comments go through moderation.
+
How do I turn on/off Comments in my OPAC?
+
This feature is under Global System Preferences:
+
+
Go to the 'Administration' module (usually under 'More' in your Global Nav)
+
Click on 'Global System preferences' and then choose the 'OPAC Features' tab
+
From here you can toggle the 'reviewson' feature which controls comments within your OPAC
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl
index 8d30f13eed..11da82364a 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/checkexpiration.tmpl
@@ -1,5 +1,19 @@
-
-Check Expiration
This tool will let you search for all serials that will expire before a specific date. This is a handy tool when it comes time to budget for new serials.
Searching
Enter in your search criteria
TIP: Only expiration date is required
Your results will appear below the search boxes
From here you can click on the serial title and edit the record with new subscription information
-
-
+
+
Check Expiration
+
+
This tool will let you search for all serials that will expire before a specific date. This is a handy tool when it comes time to budget for new serials.
+
+
Searching
+
+
+
Enter in your search criteria
+
+
+
+TIP: Only expiration date is required
+
+
Your results will appear below the search boxes
+
From here you can click on the serial title and edit the record with new subscription information
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl
index 380cb85bfe..1a546093dc 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl
@@ -1,3 +1,17 @@
-
Serials Claims
What are Claims?
Claims are notices that you send when an issue that was expected has not been received by the library.
How to lodge a Claim?
Make a selection from the drop down list. The "All Suppliers" count gives you a count of the total number of current item claims across all suppliers.
There are two ways to lodge a claim with the supplier:
Using a Letter defined in Notices. Note that you will need to set up the notice.
Exporting the claims information. This downloads a CSV file to your local machine with all the claim data ready for additional formatting before sending to the supplier.
How to resolve a Claim?
The claim will be resolved once received status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status.
-
+
+
Serials Claims
+
+
What are Claims?
+
Claims are notices that you send when an issue that was expected has not been received by the library.
+
+
How to lodge a Claim?
+
Make a selection from the drop down list. The "All Suppliers" count gives you a count of the total number of current item claims across all suppliers.
+
There are two ways to lodge a claim with the supplier:
+
+
Using a Letter defined in Notices. Note that you will need to set up the notice.
+
Exporting the claims information. This downloads a CSV file to your local machine with all the claim data ready for additional formatting before sending to the supplier.
+
+
+
How to resolve a Claim?
+
The claim will be resolved once received status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl
index 03e6a75041..2ff025d9e7 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-edit.tmpl
@@ -1,15 +1,11 @@
-
Recieving Serials
How do I receive an expected issue?
+
Recieving Serials
-
The number for the next expected Issue should display in the top row. The status will default to waited. If the serial has arrived, then select "arrived" from the drop down. If SerialAddItems is turned on you will be prompted to add the item detail.
Once you press save the new issue will be recorded in the subscription history.
+
How do I receive an expected issue?
+
The number for the next expected Issue should display in the top row. The status will default to waited. If the serial has arrived, then select "arrived" from the drop down. If SerialAddItems is turned on you will be prompted to add the item detail.
+
Once you press save the new issue will be recorded in the subscription history.
How do I receive an unexpected or supplemental issue?
-
-
Uss the blank line under the expected issue line to add in the details for the unexpected or supplemental issue. Select the appropriate status and save.
-
-
What happens if an Issue does not turn up?
-
-
If an issue does not turn up or is late, then select that status from the Status drop down. The issue will now appear under "Claims" and can be managed from there.
-
-
\ No newline at end of file
+
Uss the blank line under the expected issue line to add in the details for the unexpected or supplemental issue. Select the appropriate status and save.
What happens if an Issue does not turn up?
+
If an issue does not turn up or is late, then select that status from the Status drop down. The issue will now appear under "Claims" and can be managed from there.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl
index 1e802f04fa..602b8f017a 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl
@@ -1,3 +1,14 @@
-
Serials
Q: What does the serials module do?
The serials module is used to manage subscriptions the library has to vairous titles. These are normally Serials or Journals, but in practice can be anything.
Q: What do I need before I can setup a subscription?
Before you can setup up a subscription, you will need to setup a "Vendor" under Acquisitions, and a new "Biblio" under Cataloging. When cataloging the new biblio, do not add any items. Adding of items is handled by the Serials module.
Q: How do I create a new subscription?
A: Click the “Add subscription” button.
Q: What can I do when I have found a subscription?
A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and staff client).
TIP. USING WILDCARDS.
If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York.
-
+
+
Serials
+
+
Q: What does the serials module do?
+
The serials module is used to manage subscriptions the library has to vairous titles. These are normally Serials or Journals, but in practice can be anything.
+
Q: What do I need before I can setup a subscription?
+
Before you can setup up a subscription, you will need to setup a "Vendor" under Acquisitions, and a new "Biblio" under Cataloging. When cataloging the new biblio, do not add any items. Adding of items is handled by the Serials module.
+
Q: How do I create a new subscription?
+
A: Click the “Add subscription” button.
+
Q: What can I do when I have found a subscription?
+
A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and staff client).
+
TIP. USING WILDCARDS
+
If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl
index 0d9527fe46..473dd5ddd8 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/subscription-add.tmpl
@@ -1,36 +1,63 @@
-
Add A New Serial Subscription
-
-
What do I need to setup a subscription?
-
Before you can set up a new subscription, you will need to have set up:
a Vendor in Acquisitions who supplies the subscription
a Biblio with no items to which you can add the subscription to.
.
-
How do I set up a new subscription?
-
There are four sections to this form:
-
Step 1: Search for a Supplier
-
If you want to claim any issues then you need to elect a supplier at this point.
-
Step 2: Search for Biblio
-
It should find the item that was just set up in Acquisitions. Note If you have not yet set this up in Acquisitions, click Create Biblio. It will take you back to Acquisitions Order Form.
+
Add A New Serial Subscription
+
+
What do I need to setup a subscription?
+
Before you can set up a new subscription, you will need to have set up:
+
+
a Vendor in Acquisitions who supplies the subscription
+
a Biblio with no items to which you can add the subscription to.
+
.
+
How do I set up a new subscription?
+
There are four sections to this form:
+
+
Step 1: Search for a Supplier
+
+
If you want to claim any issues then you need to elect a supplier at this point.
+
Step 2: Search for Biblio
+
+
It should find the item that was just set up in Acquisitions. Note If you have not yet set this up in Acquisitions, click Create Biblio. It will take you back to Acquisitions Order Form.
Step 3: Fill out other details in the Subscription Information box.
+
This includes the Call Number, Home branch for the Serial and any notes.
+
Select the Patron Alert: you will need to choose a Notice that can be sent to patrons when a new issue arrives. To edit this notice, go to Tools > Notices.
+
Step 4: Fill out the details in the Planning box.
-
This includes the Call Number, Home branch for the Serial and any notes.
Select the Patron Alert: you will need to choose a Notice that can be sent to patrons when a new issue arrives. To edit this notice, go to Tools > Notices.
-
Step 4: Fill out the details in the Planning box.
-
This is a critical component of managing serials. In order to make the system predict the next issue the user must fill out each of these fields. Once completed it will populate the Numbering Calculation box below.
See > More details about Planning
-
Step 5: Fill out the Subscription length box
-
Indicate the expected length of time that this serial will be subscribed to.
This sets up the expiry date in the system and also sets up an Alert a month before expected expiry.
-
Step 6: Numbering Calculation
-
If a choice has been made in the Numbering Pattern section then the Numbering Calculation will automatically be filled out and presented in this section. However, if the Numbering Pattern is “None of the above” then a formula will be presented and the user must fill this out.
See More detail about the Numbering Calculation formula
-
Step 7: Add Subscription
-
Once that is filled out then you see the completed details page. If there is a mistake you can go back and Edit the details.
Next step - Receive issues (see online help on Receive Issues page)
-
How does planning work
-
1. First Issue ETA
-
Displays a calendar – choose the expected date of arrival in the library. This date is for administrative purposes only. It ties in with the Claims component of the Serials Module. It is not the date of the first issue. This is selected below in the Begins On field.
-
2. Frequency
-
Use the drop down list to select the main frequency patterns.
-
3. Numbering Pattern
-
Drop down list of the main numbering patterns:
Number
Volume, Number, Issue
Volume, Number
Volume, Issue
Number, Issue
Seasonal only[a]
None of the above
If it is “none of the above” this will bring up a Numbering Calculation formula at the bottom of the screen.
The system handles exceptions (e.g Item arrives monthly but only 10 issues in the year). Set the rollover to the max number of issues expected in the year. Then click the "Irregularity" link. Choose which instances are skipped.
-
4. Begins on
-
Displays a calendar – choose the date of the first issue. For example, the library is subscribing to a monthly magazine and the first issue expected is the February issue. You would then choose 1st of February.
-
Numbering Calculation formula
-
The "numbering formula" can be filled with any text and/or numbers. Three special tokens {X}, {Y} and {Z} can be used to define the calculation formula. This allows you to define patterns not possible with the Numbering Pattern drop downs.
+
This is a critical component of managing serials. In order to make the system predict the next issue the user must fill out each of these fields. Once completed it will populate the Numbering Calculation box below.
+
See > More details about Planning
+
Step 5: Fill out the Subscription length box
-
\ No newline at end of file
+
Indicate the expected length of time that this serial will be subscribed to.
+
This sets up the expiry date in the system and also sets up an Alert a month before expected expiry.
+
Step 6: Numbering Calculation
+
+
If a choice has been made in the Numbering Pattern section then the Numbering Calculation will automatically be filled out and presented in this section. However, if the Numbering Pattern is “None of the above” then a formula will be presented and the user must fill this out.
+
See More detail about the Numbering Calculation formula
+
Step 7: Add Subscription
+
+
Once that is filled out then you see the completed details page. If there is a mistake you can go back and Edit the details.
+
Next step - Receive issues (see online help on Receive Issues page)
How does planning work
+
+
1. First Issue ETA
+
+
Displays a calendar – choose the expected date of arrival in the library. This date is for administrative purposes only. It ties in with the Claims component of the Serials Module. It is not the date of the first issue. This is selected below in the Begins On field.
+
2. Frequency
+
+
Use the drop down list to select the main frequency patterns.
+
3. Numbering Pattern
+
+
Drop down list of the main numbering patterns:
+
+
Number
+
Volume, Number, Issue
+
Volume, Number
+
Volume, Issue
+
Number, Issue
+
Seasonal only[a]
+
None of the above
+
+
If it is “none of the above” this will bring up a Numbering Calculation formula at the bottom of the screen.
+
The system handles exceptions (e.g Item arrives monthly but only 10 issues in the year). Set the rollover to the max number of issues expected in the year. Then click the "Irregularity" link. Choose which instances are skipped.
+
4. Begins on
+
+
Displays a calendar – choose the date of the first issue. For example, the library is subscribing to a monthly magazine and the first issue expected is the February issue. You would then choose 1st of February.
Numbering Calculation formula
+
The "numbering formula" can be filled with any text and/or numbers. Three special tokens {X}, {Y} and {Z} can be used to define the calculation formula. This allows you to define patterns not possible with the Numbering Pattern drop downs.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl
index 864a898385..aae76f139d 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl
@@ -1,3 +1,15 @@
-
Suggestions Management
What are Purchase Suggestions?
Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.
To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").
How do I manage suggestions?
Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.
Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order".
Marking an item as "Rejected", will move the selected item to the rejected tab.
When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are AuthoriZed values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.
The authorized values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorized value category and add your custom reasons.
Once the status and reason have been selected, these will display for the suggestor in the OPAC.
-
+
+
Suggestions Management
+
+
What are Purchase Suggestions?
+
Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.
+
To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").
+
+
How do I manage suggestions?
+
Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.
+
Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order".
+
Marking an item as "Rejected", will move the selected item to the rejected tab.
+
When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are AuthoriZed values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.
+
The authorized values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorized value category and add your custom reasons.
+
Once the status and reason have been selected, these will display for the suggestor in the OPAC.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tmpl
index 2e2fdcec8d..59e3491a84 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/cleanborrowers.tmpl
@@ -1,3 +1,21 @@
-
Patrons (anonymize, bulk-delete)
This tool allows you to bulk anonymize circulation histories or bulk delete patron records. This means that the system keeps a link between old loans and their items but severs the link to the borrower.
Once in the tool, you have two options
Check the box next to the action(s) you'd like to perform
To delete borrowers, enter the date since the last time they borrowed
To anonymize circulation history enter the date before which you'd like that data deleted
Is there a way to run this tool automatically?
Not at this time.
Will running this report sever the connection between patrons and items that are checked out to them currently?
No, this report will only remove connections between patrons and items they have checked out in the past but have returned to the library.
-
+
+
Patrons (anonymize, bulk-delete)
+
+
This tool allows you to bulk anonymize circulation histories or bulk delete patron records. This means that the system keeps a link between old loans and their items but severs the link to the borrower.
+
+
+
Once in the tool, you have two options
+
Check the box next to the action(s) you'd like to perform
+
+
To delete borrowers, enter the date since the last time they borrowed
+
To anonymize circulation history enter the date before which you'd like that data deleted
+
+
+
+
Is there a way to run this tool automatically?
+
Not at this time.
+
Will running this report sever the connection between patrons and items that are checked out to them currently?
+
No, this report will only remove connections between patrons and items they have checked out in the past but have returned to the library.
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tmpl
index e85c018aaa..987cc71391 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/holidays.tmpl
@@ -1,3 +1,47 @@
-
Holidays Calendar Help
What is the Holidays Calendar?
The Holidays Calendar allows the library to define days where the library is closed. Circulation rules are then recalculated to taken in to account that library is closed and there will be no one present to return items.
There are 2 types of holiday:
Unique Holiday:One off events or closeures.
Repeatable Holidays:Holidays that either repeat the same day of every week or repeated yearly on the same date.
Holidays are set per library and the same holiday will need to be set for all libraries in a system.
Updating the Calendar:
Go to the 'Tools' module (usually under 'More' in your Global Nav)
Choose 'Calendar'
From the pull down you can choose which branch to apply holidays to.
TIP: At present you will have to enter holidays in for each branch, there is no way to apply holidays to all branches at once.
To add a new holiday, click on the date you'd like to add a holiday to
Example, February 18, 2008 is President's Day and the library is closed.
Click on the 18th of February 2008 and fill in the necessary fields for your library.
Chose whether this holiday is repeated every day of the week or yearly.
In the case of President's Day it is not repeatable.
TIP: An example of a repeatable holiday would be Christmas, New Year's or a staff in-service day
When you've entered the necessary data click 'Save'
Once saved your holiday will be color-coded on the calendar
Why do I want to add holidays for my branch?
After holidays are entered on the calendar, circulation rules are then recalculated to taken in to account that library is closed and there will be no one present to return items.
How do I enable the Holiday Calendar?
You can make use of the Holidays Calendar by turning on the proper system preferences
Get there: More > Administration > Global System Preferences > Circulation > useDaysMode
Choose the method for calculating due date: select Calendar to use the holidays module, and Days to ignore the holidays module
Get there: More > Administration > Global System Preferences > Circulation > finescalendar
This will use the check the holiday calendar before charging fines
-
+
+
Holidays Calendar Help
What is the Holidays Calendar?
+
The Holidays Calendar allows the library to define days where the library is closed. Circulation rules are then recalculated to taken in to account that library is closed and there will be no one present to return items.
+
There are 2 types of holiday:
+
+
Unique Holiday:One off events or closeures.
+
Repeatable Holidays:Holidays that either repeat the same day of every week or repeated yearly on the same date.
+ Holidays are set per library and the same holiday will need to be set for all libraries in a system.
+
Updating the Calendar:
+
+
Go to the 'Tools' module (usually under 'More' in your Global Nav)
+
Choose 'Calendar'
+
From the pull down you can choose which branch to apply holidays to.
+
+
+
+TIP: At present you will have to enter holidays in for each branch, there is no way to apply holidays to all branches at once.
+
+
To add a new holiday, click on the date you'd like to add a holiday to
+
+
Example, February 18, 2008 is President's Day and the library is closed.
+
+
Click on the 18th of February 2008 and fill in the necessary fields for your library.
+
Chose whether this holiday is repeated every day of the week or yearly.
+
+
In the case of President's Day it is not repeatable.
+
+
+TIP: An example of a repeatable holiday would be Christmas, New Year's or a staff in-service day
+
+
When you've entered the necessary data click 'Save'
+
Once saved your holiday will be color-coded on the calendar
+
Why do I want to add holidays for my branch?
After holidays are entered on the calendar, circulation rules are then recalculated to taken in to account that library is closed and there will be no one present to return items.
+
How do I enable the Holiday Calendar?
+
You can make use of the Holidays Calendar by turning on the proper system preferences
+
+
Get there: More > Administration > Global System Preferences > Circulation > useDaysMode
+
+
Choose the method for calculating due date: select Calendar to use the holidays module, and Days to ignore the holidays module
+
+
Get there: More > Administration > Global System Preferences > Circulation > finescalendar
+
+
This will use the check the holiday calendar before charging fines
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl
index b1e00e88a4..ef2c0e1b29 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/import_borrowers.tmpl
@@ -1,3 +1,31 @@
-
+
+TIP: Consult your system administrator if you are unsure of how to fill in the above fields.
+
+ IMPORTANT: Make sure the 'branchcode' and 'categorycode' are valid entries in your database.
+
Passwords should be stored in plain text, and will be encrypted as they're imported
+
+
+
+TIP: If your passwords are already encrypted, talk to your systems administrator about options.
+
+
+
+
+
Select a file to import into the borrowers table
+
If a cardnumber exists in the table, you can choose whether to ignore the new one or overwrite the old one.
+
Click 'Import'
+
You will be brought to a confirmation screen.
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tmpl
index 662b325dca..cc938a5686 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/inventory.tmpl
@@ -4,9 +4,9 @@
This inventory feature works by using the "Last Seen Date" as criteria for building reports. From these reports the library can identify which items are missing.
-
How do I get a file of barcodes to upload?
+
How do I get a file of barcodes to upload?
-
The easiest way to generate the barcode file is to scan the barcodes of all the items on the shelf in situ to a text file. This can be done using a standard keyboard wedge type Barcode scanner and a Laptop, or using a handheld PC with an integrated scanner (e.g Palm or iPaq).
Save the file locally to your machine and then when you are attached to the network, open the Inventory/Stocktaking page again and use the "Browse" feature to find the file on your local drive. Now set the last seen to the date you wish to use (normally today's date).
+
The easiest way to generate the barcode file is to scan the barcodes of all the items on the shelf in situ to a text file. This can be done using a standard keyboard wedge type Barcode scanner and a Laptop, or using a handheld PC with an integrated scanner (e.g Palm or iPaq).
Save the file locally to your machine and then when you are attached to the network, open the Inventory/Stocktaking page again and use the "Browse" feature to find the file on your local drive. Now set the last seen to the date you wish to use (normally today's date).
News items are short, blog or news item type posts that can be displayed on both the OPAC and Staff Client main pages. News posts can be formatted using simple HTML code.
How to post a News Item?
To add a new news item the following fields need to be completed:
Display Location
For single language setups, there will be 2 options here. One for the 'opac (language code)' and the 'Librarian interface'. For multilingual setups, multiple languages for the OPAC will show.
News Items must be entered in all languages to show up for each language in multi lingual setups.
Title
The title of the news post. Try to keep this short and pithy. Avoid long sentances.
Expiration Date
This is the date the item should be removed from the news item listings. Note that the posting or publishing date of an item will default to today's date (where today is the date of entry).
To have a news item remain on the page, do not enter an expiration date.
Appear in Position
An integer value (e.g 1,2,3). Items at position 1 appear at the top of the listings. If two items have the same position value then the order defaults to publication date, where the oldest item displays at the top posistion, and newer items are displayed under this.
News
This is the content of the news item. Note that all news appears in line in the same page. Try to keep news items to no more than a couple of short paragraphs. If you wish to add images and embed them into your posts, then these will need to be uploaded to a web server somewhere and linked to using standard HTML image tags.
-
+
+
News Help
+
+
What is News?
+
+
News items are short, blog or news item type posts that can be displayed on both the OPAC and Staff Client main pages. News posts can be formatted using simple HTML code.
+
+
How to post a News Item?
+
To add a new news item the following fields need to be completed:
+
+
Display Location
+
For single language setups, there will be 2 options here. One for the 'opac (language code)' and the 'Librarian interface'. For multilingual setups, multiple languages for the OPAC will show.
+
News Items must be entered in all languages to show up for each language in multi lingual setups.
Title
+
The title of the news post. Try to keep this short and pithy. Avoid long sentances.
Expiration Date
+
This is the date the item should be removed from the news item listings. Note that the posting or publishing date of an item will default to today's date (where today is the date of entry).
+
To have a news item remain on the page, do not enter an expiration date.
Appear in Position
+
An integer value (e.g 1,2,3). Items at position 1 appear at the top of the listings. If two items have the same position value then the order defaults to publication date, where the oldest item displays at the top posistion, and newer items are displayed under this.
News
+
This is the content of the news item. Note that all news appears in line in the same page. Try to keep news items to no more than a couple of short paragraphs. If you wish to add images and embed them into your posts, then these will need to be uploaded to a web server somewhere and linked to using standard HTML image tags.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl
index 4376db9bfe..ba121ba736 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tmpl
@@ -1,5 +1,55 @@
-
-
Notices
Notices are messages sent to patrons, vendors and staff to notify them at key times.
Add a new notice
Click 'New Notice'
Choose a 'Koha Module' to associate your notice with from the dropdown box
Enter a 'Code' abbreviation for your new notice (for example: 'ODUE' for Overdue Notice)
Enter a 'Name' for your new notice (for example 'Overdue Notice')
Enter a 'Message Subject' (for example 'Item Overdue')
Design your 'Message Body'
Choose a field from the scroll down menu on the left side
TIP: For help with what each field is, see the Notices: Database Fields section of this manual
Click the '>>' button to insert that field into your text message where you'd like it to appear in the notice.
Continue adding 'field's and clicking '>>' to insert them into the notice until your message is completed.
Then, click 'Submit'
IMPORTANT: Currently, Koha can not reference multiple biblios in a single notice (in other words--in the example below-- there is not just ONE email sent that describes ALL currently overdue items, but an email sent for EACH overdue item)
How do I schedule overdue notices?
To schedule overdue notices, you must use Koha's 'Notice/Status Trigger' tool.
Get there: More > Tools > Overdue notice/status triggers
Where else do I use notices?
In addition to ODUE ('Overdue Notice'), there are two other notices that come pre-defined in Koha:
ACQCLAIM (Acquisition Claim): Used in the claimacquisition module
Get there: More > Acquisitions > Late issues
RLIST (Routing List): Used in the serials module
Get there: More > Serials > New Subscription
You have the option to select the 'Routing List' notice when creating a new subscription (Choose from dropdown 'Patron notification').
TIP: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool
-
-
+
+
Notices
+
+
Notices are messages sent to patrons, vendors and staff to notify them at key times.
+
Add a new notice
+
+
Click 'New Notice'
+
Choose a 'Koha Module' to associate your notice with from the dropdown box
+
Enter a 'Code' abbreviation for your new notice (for example: 'ODUE' for Overdue Notice)
+
Enter a 'Name' for your new notice (for example 'Overdue Notice')
+
Enter a 'Message Subject' (for example 'Item Overdue')
+
Design your 'Message Body'
+
+
+
+
+
Choose a field from the scroll down menu on the left side
+
+
+
+TIP: For help with what each field is, see the Notices: Database Fields section of this manual
+
+
Click the '>>' button to insert that field into your text message where you'd like it to appear in the notice.
+
Continue adding 'field's and clicking '>>' to insert them into the notice until your message is completed.
+
Then, click 'Submit'
+
+
+
+IMPORTANT: Currently, Koha can not reference multiple biblios in a single notice (in other words--in the example below-- there is not just ONE email sent that describes ALL currently overdue items, but an email sent for EACH overdue item)
+
+ How do I schedule overdue notices?
To schedule overdue notices, you must use Koha's 'Notice/Status Trigger' tool.
+
+
Get there: More > Tools > Overdue notice/status triggers
+
+ Where else do I use notices?
In addition to ODUE ('Overdue Notice'), there are two other notices that come pre-defined in Koha:
+
+
ACQCLAIM (Acquisition Claim): Used in the claimacquisition module
+
+
Get there: More > Acquisitions > Late issues
+
+
+
+
RLIST (Routing List): Used in the serials module
+
+
Get there: More > Serials > New Subscription
+
You have the option to select the 'Routing List' notice when creating a new subscription (Choose from dropdown 'Patron notification').
+
+
+
+TIP: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool
+
+
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl
index ea64567760..fbed0efd6a 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/overduerules.tmpl
@@ -1,5 +1,63 @@
-
-
Overdue 'Notice/Status Triggers'
This tool lets you define triggers for overdue notices. You can send a borrower up to three notices and also tell Koha how many days should pass between the day a book was due and the sending of each of these notices. Koha lets you define a different notice schedule for each branch, and different schedules for each patron type you've defined within those branches. Finally you can set a notice to trigger a 'debar' on the borrower's account during any of the three triggers.
Go to the 'Tools' module (usually under 'More' in your Global Nav)
Choose 'Overdue notice/status triggers'
'Select a library' to define an overdue schedule for
TIP: If you would like to define one overdue schedule for ALL branches at once, select 'Default'. This will apply the schedule you define to all the branches in your system
For each patron type (left most column), enter a number under the columns labeled 'Delay'. The number you enter represents DAYS.
Each number you enter indicates the days after an issue is due before an action is triggered.
For each 'Delay' you choose a notice type (or 'letter') that will go to the borrower.
TIP: You will need to set up your library's notices to populate this pull down
Get there: More > Tools > Notices
When you are finished, click 'Save changes'
Help! I've gotten an error message!
If the numbers you've entered in a give row beneath the 'delay' columns are logically inconsistent, Koha will give you an alert, and explain the inconsistency.
What happens if I leave the row for an patron type blank? (ie, no 'delays' have been defined)
If you want Koha to trigger an action (send a letter or debar member), a delay value is required. No delays means no actions will be performed.
Where do I define overdue schedules? (ie, how many days pass before an item becomes 'overdue')
When an item becomes overdue (ie, duration of checkout) is defined in Koha's 'Administration' module:
Get there: More > Administration > Circulation Rules (under 'Patrons and Circulation')
Where do I define fines?
Get there: More > Administration > Fines Rules (under 'Patrons and Circulation')
What type of notice gets sent when a 'trigger' occurs in the 'Notice/Status Triggers' module? Email? Printed Notice?
Koha handles overdue notices in one of two automated ways: by email or by printed labels.
If a borrower has an email defined in their patron account, overdue notices automatically get sent to the patron's email account according to the schedule defined in the 'Notice/Status Triggers' Tool.
TIP: Patrons can alter their notification setting using the Messaging tool on their account.
Borrowers that have no email defined will have their notices sent via email to the library for printing. The email is sent to the branch admin email, or failing that to the address set in the system preference as the 'KohaAdminEmailAddress'. This email is generated by the misc/cronjobs/overdue_notices.pl cron job. Contact your system administrator for help with this setting.
IMPORTANT: The email notice report that is compiled and sent to the admin (for borrowers with no email in Koha) rely on the 'delays' to determine when/how often that email gets sent as well.
Where are notices defined? (ie, what information will appear in the notice)
Get there: More > Tools > Notices
-
-
+
+
Overdue 'Notice/Status Triggers'
+
+
This tool lets you define triggers for overdue notices. You can send a borrower up to three notices and also tell Koha how many days should pass between the day a book was due and the sending of each of these notices. Koha lets you define a different notice schedule for each branch, and different schedules for each patron type you've defined within those branches. Finally you can set a notice to trigger a 'debar' on the borrower's account during any of the three triggers.
+
+
+
Go to the 'Tools' module (usually under 'More' in your Global Nav)
+
Choose 'Overdue notice/status triggers'
+
'Select a library' to define an overdue schedule for
+
+
+TIP: If you would like to define one overdue schedule for ALL branches at once, select 'Default'. This will apply the schedule you define to all the branches in your system
+
+
+
For each patron type (left most column), enter a number under the columns labeled 'Delay'. The number you enter represents DAYS.
+
+
Each number you enter indicates the days after an issue is due before an action is triggered.
+
+
For each 'Delay' you choose a notice type (or 'letter') that will go to the borrower.
+
+
+
+TIP: You will need to set up your library's notices to populate this pull down
+
+
Get there: More > Tools > Notices
+
+
+
+
+
When you are finished, click 'Save changes'
+
+
Help! I've gotten an error message!
+
+
If the numbers you've entered in a give row beneath the 'delay' columns are logically inconsistent, Koha will give you an alert, and explain the inconsistency.
+
What happens if I leave the row for an patron type blank? (ie, no 'delays' have been defined)
+
+
If you want Koha to trigger an action (send a letter or debar member), a delay value is required. No delays means no actions will be performed.
+
Where do I define overdue schedules? (ie, how many days pass before an item becomes 'overdue')
+
+
When an item becomes overdue (ie, duration of checkout) is defined in Koha's 'Administration' module:
+
+
Get there: More > Administration > Circulation Rules (under 'Patrons and Circulation')
+
+
Where do I define fines?
+
+
Get there: More > Administration > Fines Rules (under 'Patrons and Circulation')
+
+
What type of notice gets sent when a 'trigger' occurs in the 'Notice/Status Triggers' module? Email? Printed Notice?
+
Koha handles overdue notices in one of two automated ways: by email or by printed labels.
+If a borrower has an email defined in their patron account, overdue notices automatically get sent to the patron's email account according to the schedule defined in the 'Notice/Status Triggers' Tool.
+
+
+TIP: Patrons can alter their notification setting using the Messaging tool on their account.
+
Borrowers that have no email defined will have their notices sent via email to the library for printing. The email is sent to the branch admin email, or failing that to the address set in the system preference as the 'KohaAdminEmailAddress'. This email is generated by the misc/cronjobs/overdue_notices.pl cron job. Contact your system administrator for help with this setting.
+
+
IMPORTANT: The email notice report that is compiled and sent to the admin (for borrowers with no email in Koha) rely on the 'delays' to determine when/how often that email gets sent as well.
+
+
Where are notices defined? (ie, what information will appear in the notice)
+
+
Get there: More > Tools > Notices
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/picture-upload.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/picture-upload.tmpl
index 6916593a4b..0855fac9e3 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/picture-upload.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/picture-upload.tmpl
@@ -1,5 +1,53 @@
-
-
Upload Patron Images
This tool allows you to upload multiple patron images as a batch.
IMPORTANT: Requires that the 'patronimages' system preference is set to 'ON' to use this feature.
Get there: More > Administration > Global System Preferences > Patrons > patronimages
Upload images in bulk
Go to the 'Tools' module (usually under 'More' in your Global Nav)
Choose 'Upload patron images'
You can choose to upload images in bulk by making a zip file with the images and a text file entitled "DATALINK.TXT" or "IDLINK.TXT"
For each group of pictures that has the cardnumber of the patron and the file containing that patrons picture. One patron per line separated by either commas or tabs.
IMPORTANT: Make sure that your TXT file is a plain text document, not RTF.
IMPORTANT: Make sure that you use either a comma or a tab to separate IDs from image names
Add the images and the TXT file to a .ZIP file
Browse for the file from the Koha interface
Click 'Unpack' and you will receive a confirmation screen
To see the image(s) you imported search for the patron(s) and view their profile
If you'd like to change the image, just upload a new image
If you'd like to delete the patron image, click the 'Delete' button under 'Manage Patron Image'
Uploading Single Images
If you only have one patron image you might want to upload it via the patron information page instead of using this bulk tool.
Go to the Patrons menu at the top of the staff client
Search for the patron you have the image for
If there is more than one result, click on the name of the patron you'd like to add an image to
Scroll down to the image upload form
Browse for the image on your computer and click 'Upload'
If you'd like to change the image, just upload a new image
If you'd like to delete the patron image, click the 'Delete' button under 'Manage Patron Image'
Why can't I upload patron images?
First you will need a patronimages/ directory. If you do not have this directory you will see an error.
Contact your system administrator to create this directory and you'll be set to go.
What size should my images be?
There is a limit of 100K on the size of the picture uploaded and it is recommended that the image be 120x200 pixels, but smaller images will work as well.
What image formats are supported?
Only PNG, GIF, JPEG, XPM formats are supported.i
-
-
+
+
+ Upload Patron Images
This tool allows you to upload multiple patron images as a batch.
+
+
IMPORTANT: Requires that the 'patronimages' system preference is set to 'ON' to use this feature.
+
+
Get there: More > Administration > Global System Preferences > Patrons > patronimages
+
Upload images in bulk
+
+
Go to the 'Tools' module (usually under 'More' in your Global Nav)
+
Choose 'Upload patron images'
+
You can choose to upload images in bulk by making a zip file with the images and a text file entitled "DATALINK.TXT" or "IDLINK.TXT"
+
For each group of pictures that has the cardnumber of the patron and the file containing that patrons picture. One patron per line separated by either commas or tabs.
+
+
+ IMPORTANT: Make sure that your TXT file is a plain text document, not RTF.
+
+
+
+IMPORTANT: Make sure that you use either a comma or a tab to separate IDs from image names
+
+
Add the images and the TXT file to a .ZIP file
+
Browse for the file from the Koha interface
+
Click 'Unpack' and you will receive a confirmation screen
+
To see the image(s) you imported search for the patron(s) and view their profile
+
If you'd like to change the image, just upload a new image
+
If you'd like to delete the patron image, click the 'Delete' button under 'Manage Patron Image'
+
+
Uploading Single Images
+If you only have one patron image you might want to upload it via the patron information page instead of using this bulk tool.
+
+
+
Go to the Patrons menu at the top of the staff client
+
Search for the patron you have the image for
+
If there is more than one result, click on the name of the patron you'd like to add an image to
+
Scroll down to the image upload form
+
Browse for the image on your computer and click 'Upload'
+
If you'd like to change the image, just upload a new image
+
If you'd like to delete the patron image, click the 'Delete' button under 'Manage Patron Image'
+
Why can't I upload patron images?
+
First you will need
+
+a patronimages/directory. If you do not have this directory you will see an error.
+
+
Contact your system administrator to create this directory and you'll be set to go.
+
+
What size should my images be?
+
There is a limit of 100K on the size of the picture uploaded and it is recommended that the image be 120x200 pixels, but smaller images will work as well.
+
What image formats are supported?
+
Only PNG, GIF, JPEG, XPM formats are supported.
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tmpl
index ed150c7c9b..7860f17e54 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/stage-marc-import.tmpl
@@ -1,6 +1,7 @@
MARC Import
+
This is one of the screens you will see frequently if you are starting from scratch.
It is useful to import a bunch of ISO 2709 biblios that can be used later for a quick cataloguing
To move forward, select the relevant task by clicking on the blue underlined text.
Specialised help will be available after that point.
-
+
This is the Tools Page.
+
+
Many of the subsidiary modules live here.
+
+
To move forward, select the relevant task by clicking on the blue underlined text.
+
+
Specialised help will be available after that point.
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl
index b94f8f14b0..09c5926107 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/viewlog.tmpl
@@ -1,5 +1,18 @@
-
-
Log View
The log viewer will show you what actions are being taking in your ILS during a set time period
Choose the start and end date you'd like to see and click 'Go' to see the results on your screen
You also have the option of exporting this data to use in a different format just by choosing to export to an application.
This will result in a comma separated value (csv) file.
You can also choose to filter what you see by any of the fields visible.
Why aren't my cataloging actions being logged?
You may not have the 'Logs' system preference turned on
Get there: More > Administration > Global System Preferences > Logs
-
-
+
+
Log View
+
+
The log viewer will show you what actions are being taking in your ILS during a set time period
+
Choose the start and end date you'd like to see and click 'Go' to see the results on your screen
+
You also have the option of exporting this data to use in a different format just by choosing to export to an application.
+
+
This will result in a comma separated value (csv) file.
+
+
You can also choose to filter what you see by any of the fields visible.
+
+
Why aren't my cataloging actions being logged?
+You may not have the 'Logs' system preference turned on
+
+
Get there: More > Administration > Global System Preferences > Logs
+
+
\ No newline at end of file
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl
index 612350d8e6..e01a7b5e67 100644
--- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl
+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl
@@ -1,3 +1,25 @@
-
Q: What are "Lists"?
Lists are editable, permanent book lists. If the 'virtualshelves' Systems Preference has been enabled, both staff and patrons may create Lists. An item included on a List is directly linked to that item’s bibliographic record in the Online Catalog. Clicking on the item will take you directly the the item’s “Details Screen” and allow you to check for availability, find the item’s location or reserve the item.
IMPORTANT: Patrons must be logged in to their account online to create and edit lists.
TIP: Why staff might use Lists
Lists are a great tool for Reader’s Advisory. Staff can use Lists to create a variety of reading lists for patrons (for example, according to age and reading level, or on specific topics).
TIP: Why educators might use Lists
Lists can be used by professors to create a bibliography/reading list for class assignments. Clicking on an item in a List connects directly to the details page of that item in the Online Catalog. Students can easily see where the item is in the library and whether or not ist is available for checking out.
Q: What types of "Lists" are there?
Koha supports two types of Lists:
Public Lists: Anyone may view a public list, but only the person who created it may edit it.
Private Lists: Only the person who created the list may view and edit it.
TIP: Patron uses for Lists
Patrons can use Lists to share their reading favorites/ preferences with other patrons by creating one or more “Public Lists”. By creating “Private Lists”, patrons can keep lists of what they’ve read, or what they want to read for research or recreation.
Q: How do I create a new "List" from the Staff Intranet?
To create a new List:
Click on “Lists” (You should see a list of shelves that have already been created)
Click 'New List'
Name your list
Choose a “Category” (”Public” or “Private”)
Click 'Save'
-
+
+
Lists
+
+
Q: What are "Lists"?
+
Lists are editable, permanent book lists. If the 'virtualshelves' Systems Preference has been enabled, both staff and patrons may create Lists. An item included on a List is directly linked to that item’s bibliographic record in the Online Catalog. Clicking on the item will take you directly the the item’s “Details Screen” and allow you to check for availability, find the item’s location or reserve the item.
+
+
IMPORTANT: Patrons must be logged in to their account online to create and edit lists.
+
TIP: Why staff might use Lists
+
Lists are a great tool for Reader’s Advisory. Staff can use Lists to create a variety of reading lists for patrons (for example, according to age and reading level, or on specific topics).
TIP: Why educators might use Lists
+
Lists can be used by professors to create a bibliography/reading list for class assignments. Clicking on an item in a List connects directly to the details page of that item in the Online Catalog. Students can easily see where the item is in the library and whether or not ist is available for checking out.
Q: What types of "Lists" are there?
+
Koha supports two types of Lists:
+
+
Public Lists: Anyone may view a public list, but only the person who created it may edit it.
+
Private Lists: Only the person who created the list may view and edit it.
+
TIP: Patron uses for Lists
+
Patrons can use Lists to share their reading favorites/ preferences with other patrons by creating one or more “Public Lists”. By creating “Private Lists”, patrons can keep lists of what they’ve read, or what they want to read for research or recreation.
Q: How do I create a new "List" from the Staff Intranet?
+
To create a new List:
+
+
Click on “Lists” (You should see a list of shelves that have already been created)