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Signed-off-by: Chris Cormack <crc@liblime.com> Signed-off-by: Joshua Ferraro <jmf@liblime.com>3.0.x
Joshua Ferraro
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<h1>About Koha</h1><p>This section provides information about your Koha installation. It is useful for developers and if you wish to report bugs or issues to the Koha community. </p><h2>Server Information</h2><p>This section tells you which version of Koha and supporting software you are using. If possible, when reporting issues to the Koha community, always give details of which version of Koha you are using. Koha is under active development and it is highly likely that an upgrade to a more recent version will provide patches and bug fixes you require. </p><h2>Perl Modules</h2><p>This tab lists all the dependant Perl Modules for Koha and whether or not you have them installed, and the version number. If you are reporting an issue, the developer may ask what is the state of the Perl modules you have installed. </p><h2>Koha Team</h2><p>Koha is developed and supported by a large number of developers around the world. Thanks to all the developers and libraries who support Koha</p><p> </p> |
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<h1>About Koha</h1><p>This section provides information about your Koha installation. It is useful for developers and if you wish to report bugs or issues to the Koha community.</p> |
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<h2>Server Information</h2> |
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<p>This section tells you which version of Koha and supporting software you are using. If possible, when reporting issues to the Koha community, always give details of which version of Koha you are using. Koha is under active development and it is highly likely that an upgrade to a more recent version will provide patches and bug fixes you require.</p> |
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<h2>Perl Modules</h2> |
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<p>This tab lists all the dependant Perl Modules for Koha and whether or not you have them installed, and the version number. If you are reporting an issue, the developer may ask what is the state of the Perl modules you have installed.</p> |
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<h2>Koha Team</h2> |
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<p>Koha is developed and supported by a large number of developers around the world. Thanks to all the developers and libraries who support Koha</p> |
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<div class="main"> <h1>Acquisitions Help</h1><h2>What is Acquisitions? </h2><p>The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets. </p><p>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 <strong>"Add MARC" </strong>feature in <strong>Cataloging </strong>to add new bibliographic and item records.</p><h2>How to place an order? </h2><p>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. </p><h2>How to recieve an order?</h2><p>There are two ways to recieve an order:</p><ol><li><strong>By Supplier (Supplier Search) - </strong>search for the vendor and view all order associated with the item. </li><li><strong>By Order (Orders Search) - </strong> enter the title of the ordered Item in the orders search and locate the item.</li></ol><h2>What needs to be setup to use Acquisitions?</h2><p>To make the most of acquisitions the following needs to be setup under <strong>System Administration</strong></p><ul><li><strong>Budgets and Funds</strong> - "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. </li><li><strong>Exchange Rates (optional)- </strong>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<br /><strong>NOTE: Exchanges Rates need to be updated manually. <br /></strong></li><li><strong>Vendor(s) - </strong>These are the entities where items are purchased, or donated from. Orders are placed with Vendors. </li></ul></div><div class="main"><h2>How do you handle donated items? </h2></div><div class="main">In Koha, doners are simply vendors who do not charge anything for items. You can either setup a catchall vendor account for all donations, or setup a new vendor account for each doner. When items are "ordered" from a vendor, simply enter 0 in the purchase price. If you wish to, you can record the actual value of the item in the "Replacement Cost" field. </div><div class="main"> </div> |
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<h1>Acquisitions Help</h1><h2>What is Acquisitions? </h2> |
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<p>The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.</p><p>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 <strong>"Add MARC" </strong>feature in <strong>Cataloging </strong>to add new bibliographic and item records.</p> |
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<h2>How to place an order? </h2> |
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<p>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.</p> |
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<h2>How to recieve an order?</h2> |
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<p>There are two ways to recieve an order:</p><ol><li><strong>By Supplier (Supplier Search) - </strong>search for the vendor and view all order associated with the item. </li><li><strong>By Order (Orders Search) -</strong> enter the title of the ordered Item in the orders search and locate the item.</li></ol><h2>What needs to be setup to use Acquisitions?</h2> |
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<p>To make the most of acquisitions the following needs to be setup under <strong>System Administration</strong></p><ul><li><strong>Budgets and Funds</strong> - "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. </li><li><strong>Exchange Rates (optional)- </strong>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<br /><strong>NOTE: Exchanges Rates need to be updated manually. <br /></strong></li><li><strong>Vendor(s) - </strong>These are the entities where items are purchased, or donated from. Orders are placed with Vendors.</li></ul><h2>How do you handle donated items? </h2>In Koha, doners are simply vendors who do not charge anything for items. You can either setup a catchall vendor account for all donations, or setup a new vendor account for each doner. When items are "ordered" from a vendor, simply enter 0 in the purchase price. If you wish to, you can record the actual value of the item in the "Replacement Cost" field. |
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<div class="main"> <h1>Placing an Order Help</h1><h2>What is a Basket and Order?</h2><p>A Basket is used to group a set of order lines. An order is placed for an individual item. </p><p>An Order can have multiple copies/units placed against it. A Basket can have multiple Orders. </p><h2>How do I add Items to an Order?</h2><ol><li><strong>From an existing record - </strong> Use the search to locate the bibliographic recrod of the item that you wish to order more copies of. </li><li><strong>From A Suggestion - </strong>view suggestions placed by Patrons and add to the item to the basket. </li><li><strong>From a new (empty) record - </strong>If you know that the item is not in the library already, then create a new record from scratch. </li></ol><h3>TIP: Always check your Catalogue first </h3><p>It is highly advisable that you get in the habit of checking the catalogue 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. </p><h2>Do I have to "Close" a Basket?</h2><p>No. A basket is simply a way that a set of orders can be grouped together. You may chose to "Close A Basket" when the Order for all the items in the basket has been placed with the Vendor. A basket does not need to be closed to recieve the items that have been ordered within that basket. </p><h2>Where do I enter a purchase order number? </h2><p>Purchase order numbers are entered against orders, not baskets. See <strong>Add To Order</strong> </p><p> </p> </div> |
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<h1>Placing an Order Help</h1><h2>What is a Basket and Order?</h2> |
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<p>A Basket is used to group a set of order lines. An order is placed for an individual item. </p><p>An Order can have multiple copies/units placed against it. A Basket can have multiple Orders.</p> |
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<h2>How do I add Items to an Order?</h2><ol><li><strong>From an existing record -</strong> Use the search to locate the bibliographic recrod of the item that you wish to order more copies of. </li><li><strong>From A Suggestion - </strong>view suggestions placed by Patrons and add to the item to the basket. </li><li><strong>From a new (empty) record - </strong>If you know that the item is not in the library already, then create a new record from scratch. </li></ol><h3>TIP: Always check your Catalogue first </h3> |
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<p>It is highly advisable that you get in the habit of checking the catalogue 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.</p> |
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<h2>Do I have to "Close" a Basket?</h2> |
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<p>No. A basket is simply a way that a set of orders can be grouped together. You may chose to "Close A Basket" when the Order for all the items in the basket has been placed with the Vendor. A basket does not need to be closed to recieve the items that have been ordered within that basket.</p> |
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<h2>Where do I enter a purchase order number? </h2> |
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<p>Purchase order numbers are entered against orders, not baskets. See <strong>Add To Order</strong></p> |
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<title>Online Help › Add Bibliographic Record</title> |
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<h1>Add Bibliographic Record</h1> |
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<p>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</p> |
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<div class="main"> <h1>Order Details Help</h1><h2>What is the "Vendor Price"?</h2><p>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. </p><h2>What is the "Replacement Price"?</h2><p>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. </p><h2>What is the "Budgeted Price"?</h2><p>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 <strong>Commited budget</strong>. </p><h2>What is the "Actual Price"?</h2><p>This is the price that shows on the invoice or packing slip when you recieve the item. When placing an order, Koha will automatically calculate this for you. When an item is recieved, 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. </p><p>The Actual price is what is committed to your <strong>Spent budget</strong>. </p> </div> |
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<h1>Order Details Help</h1><h2>What is the "Vendor Price"?</h2> |
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<p>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.</p> |
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<h2>What is the "Replacement Price"?</h2> |
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<p>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.</p> |
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<h2>What is the "Budgeted Price"?</h2> |
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<p>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 <strong>Commited budget</strong>.</p> |
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<h2>What is the "Actual Price"?</h2> |
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<p>This is the price that shows on the invoice or packing slip when you recieve the item. When placing an order, Koha will automatically calculate this for you. When an item is recieved, 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.</p><p>The Actual price is what is committed to your <strong>Spent budget</strong>.</p> |
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<div class="main"> <h1>Receiving Orders Help</h1><h2>How do I receive items that have arrived?</h2><p>Firstly, check the catalogue details that you are recieiving the right item. If these are correct, you can add the item details. </p><p>For each item you will need to check the following:</p><ul><li><strong>Volume/Copy </strong>for Serails</li><li><strong>Item Barcode</strong> scan or enter the barcode that has been assigned to the item</li><li><strong>Home Library </strong>choose the home library/branch for the item from the drop down list</li><li><strong>Item Type </strong>choose the item type from the drop down. </li></ul><br /><h2>How do I receive multiple identical items?</h2><p>If you have ordered multiple copies of the same item, then use the "+" to bring up another <strong>Item Details</strong> input fieldset. </p><p>For each copy you will need to set that Item Barce, Home Library and Item Type. </p><p>Each time you add a new item, the <strong>Quantity Recieved</strong> under <strong>Accounting Details</strong> should be updated. </p><p>If you press the "+" by mistake, use the "-" button to remove the unwanted Item Details <strong>input fieldset </strong></p> </div> |
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<h1>Receiving Orders Help</h1><h2>How do I receive items that have arrived?</h2> |
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<p>Firstly, check the catalogue details that you are recieiving the right item. If these are correct, you can add the item details.</p><p>For each item you will need to check the following:</p><ul><li><strong>Volume/Copy </strong>for Serails</li><li><strong>Item Barcode</strong> scan or enter the barcode that has been assigned to the item</li><li><strong>Home Library </strong>choose the home library/branch for the item from the drop down list</li><li><strong>Item Type </strong>choose the item type from the drop down. </li></ul> |
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<h2>How do I receive multiple identical items?</h2> |
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<p>If you have ordered multiple copies of the same item, then use the "+" to bring up another <strong>Item Details</strong> input fieldset.</p><p>For each copy you will need to set that Item Barce, Home Library and Item Type.</p><p>Each time you add a new item, the <strong>Quantity Recieved</strong> under <strong>Accounting Details</strong> should be updated.</p><p>If you press the "+" by mistake, use the "-" button to remove the unwanted Item Details <strong>input fieldset </strong></p> |
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<h1>Add Vendor Help</h1><h2>What Company Details are required? </h2><p>At a minimum a Company Name is required. However it will make it easier to track late orders and make claims if you have all the Vendors details. </p><p>If you Vendor is a donor, insert their name in the Company name. </p><h2>What is GST?</h2><p>GST is an acroynm for Goods and Services Tax used in Australia and New Zealand. It is similar to Sales Tax and VAT (Value Added Tax) in other regions. GST is typically a percentage of the price of the item and the GST rate can be set in <strong>"System Preferences"</strong> > <strong>"Acquisitions"</strong>. </p><h2>What Ordering Information is required?</h2><ul><li><strong>Active/Inactive - </strong> Orders can only be placed against Active vendors</li><li><strong>Perferred Publishers - </strong>This is for information only and is a space where you can record what the Vendor sells</li><li><strong>Currencies -</strong>If using multiple currencies you will need to set the currency the vendor uses. </li><li><strong>GST Registered - </strong>Applicable in some states/regions only and used for GST(VAT) reconcilation. Ignore if not applicable.</li><li><strong>Ordering Prices / Invoice Prices inclde GST</strong> - Some vendors will list a Gross Price, that includes GST, others a Nett that is exclusive. Chose the option that applies to this supplier. </li><li><strong>Discount</strong>- Some vendors will offer a blanket discount to all orders placed with them, this will be calcualted from their Vendor (list) price. </li></ul><p> </p> |
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<h1>Add Vendor Help</h1><h2>What Company Details are required? </h2> |
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<p>At a minimum a Company Name is required. However it will make it easier to track late orders and make claims if you have all the Vendors details.</p><p>If you Vendor is a donor, insert their name in the Company name.</p> |
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<h2>What is GST?</h2> |
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<p>GST is an acroynm for Goods and Services Tax used in Australia and New Zealand. It is similar to Sales Tax and VAT (Value Added Tax) in other regions. GST is typically a percentage of the price of the item and the GST rate can be set in <strong>"System Preferences"</strong> > <strong>"Acquisitions"</strong>. </p> |
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<h2>What Ordering Information is required?</h2><ul><li><strong>Active/Inactive -</strong> Orders can only be placed against Active vendors</li><li><strong>Perferred Publishers - </strong>This is for information only and is a space where you can record what the Vendor sells</li><li><strong>Currencies -</strong>If using multiple currencies you will need to set the currency the vendor uses. </li><li><strong>GST Registered - </strong>Applicable in some states/regions only and used for GST(VAT) reconcilation. Ignore if not applicable.</li><li><strong>Ordering Prices / Invoice Prices inclde GST</strong> - Some vendors will list a Gross Price, that includes GST, others a Nett that is exclusive. Chose the option that applies to this supplier. </li><li><strong>Discount</strong>- Some vendors will offer a blanket discount to all orders placed with them, this will be calcualted from their Vendor (list) price.</li></ul> |
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<h1>Administration Help</h1><h2>How to configure Koha?</h2><p>There are two parts to the System Administration in Koha.</p><h3>System Preferences</h3><p>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. </p><p>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. </p><h3>System Parameters</h3><p>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. </p><p>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). </p> |
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<h1>Administration Help</h1><h2>How to configure Koha?</h2> |
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<p>There are two parts to the System Administration in Koha.</p> |
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<h3>System Preferences</h3> |
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<p>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.</p><p>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.</p> |
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<h3>System Parameters</h3> |
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<p>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.</p><p>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).</p> |
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<title>Online Help › System Preferences › Biblio framework</title> |
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<h1>Biblio framework</h1> |
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<p>biblio frameworks are used to catalogue your biblios.</p> |
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<p>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...</p> |
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<p>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</p> |
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<title>Online Help › System Preferences › MARC Check</title> |
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<h1>MARC Check</h1> |
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<p>Once you have completed the process of setting up your MARC tag structure (MarcTagstruct) and checked your MARC to Koha mapping (TransformKohaToMarcLinks), click on this link to activate a small program that checks for major errors in your MARC setup.</p> |
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<p>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 checkmarc after every revision.</p> |
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<h1>Currencies administration</h1> |
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<p>Define the currencies you deal with here.</p> |
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<p>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.</p> |
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<title>Online Help › System Preferences › Issuing Rules</title> |
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<h1>Issuing rules</h1> |
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<p>Issuing rules deals with 2 topics :</p> |
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<li>Issuing length and quantity : they say how many items and how long a borrower category can issue for an itemtype </li> |
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<li>Overdue charges : they are based on the item type and borrower type. These charges are defined on this page.</li> |
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<li>Issuing length and quantity : they say how many items and how long a patron category can check out for an itemtype </li> |
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<li>Overdue charges : they are based on the item type and patron type. These charges are defined on this page.</li> |
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<p>Itemtypes and borrower categories must be defined before issuing rules are defined. Your defined items types and borrower categories are then displayed in a grid on this page.</p> |
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<p>Itemtypes and patron categories must be defined before issuing rules are defined. Your defined items types and patron categories are then displayed in a grid on this page.</p> |
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<h2>Issuing length and quantity</h2> |
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<p>Each box in the grid contains 2 numbers, separated by commas, defining how many days a given borrower type can issue how many material. For example : 21,5 means the borrower can issue up to 5 books for up to 21 days</p> |
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<p>The <b>*</b> have a specific meaning. They mean "any". If you set 21,5 for itemtype=*, borrower category=student, branch=main, then a student can't issue more than 5 items of ANY item type. This "any" box is cumulative with other boxes. It means that 21,5 as itemtype=book, 14,2 as itemtype=CD and 30,6 as itemtype=* (with category=student) means a student can issue up to 5 books, up to 2 CD but a maximum of 6 items (books or CD). In this case the "30 days" in itemtype=* is discarded and the issuing length is calculated on the exact itemtype</p> |
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<p>Each box in the grid contains 2 numbers, separated by commas, defining how many days a given patron type can check out how many material. For example : 21,5 means the patron can check out up to 5 books for up to 21 days</p> |
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<p>The <b>*</b> have a specific meaning. They mean "any". If you set 21,5 for itemtype=*, patron category=student, branch=main, then a student can't check out more than 5 items of ANY item type. This "any" box is cumulative with other boxes. It means that 21,5 as itemtype=book, 14,2 as itemtype=CD and 30,6 as itemtype=* (with category=student) means a student can check out up to 5 books, up to 2 CD but a maximum of 6 items (books or CD). In this case the "30 days" in itemtype=* is discarded and the issuing length is calculated on the exact itemtype</p> |
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<h2>Overdue charges</h2> |
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<p>Each box in the grid contains three numbers separated by commas, defining the fine, how many days overdue the item must be before the fine is assessed and a first notice prepared (the "grace period"), and how many days after that the fine is assessed again and a second notice sent. For example, if you charge adults 1 dollar (or euro, or whatever currency) for overdue videos after three days and add another dollar charge after another five days, put "1,3,5" in the box in the grid that aligns with "Adult" and "Video." If you charge adults 25 cents for overdue fiction books after a grace period of seven days and repeat the charge seven days later, then the entry in the corresponding box in the grid would be ".25,7,7". After the first and second notice are given, Koha prepares a "final notice" after the number of days set by the final number in the grid and sets the charge to the maximum, which is 5.</p> |
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<p>(Note : fines are calculated by the fines2.pl script, located in misc directory. Ask your system administrator to put this script in crontab, after midnight, to have fines calculated every night.)</p> |
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<h1>Authorities Help</h1><h2>What is a MARC Authority Record?</h2><p>A MARC Authority Record are used to ensure consitency across catalogue records by providing a way to define the standard form of names for:</p><ul><li>People (Authors, Editors, Publishers, Illustrators etc)</li><li>Titles</li><li>Subjects</li><li>Organisations (Companies, Academic Instituites etc)</li></ul>For more information about Authority Records with MARC 21 see the tutorial on the <a href="http://www.loc.gov/marc/uma/index.html">Library of Congress website</a><p> </p> |
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<h1>Authorities Help</h1><h2>What is a MARC Authority Record?</h2> |
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<p>A MARC Authority Record are used to ensure consitency across catalogue records by providing a way to define the standard form of names for:</p><ul><li>People (Authors, Editors, Publishers, Illustrators etc)</li><li>Titles</li><li>Subjects</li><li>Organisations (Companies, Academic Instituites etc)</li></ul>For more information about Authority Records with MARC 21 see the tutorial on the <a href="http://www.loc.gov/marc/uma/index.html">Library of Congress website</a> |
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<title>Online Help › Serials Subscriptions</title> |
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<h1>Serials subscription help</h1> |
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<p>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 <b>%Times%</b> returns every subscription containing Times in the title. Entering <b>New York%</b> returns every subscription with title starting with New York</p> |
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<p>If you want to create a new subscription, click on "Add subscription"</p> |
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<h1>Add MARC Record Help</h1><h2>How do I add the cataloging data?</h2><p>Depending on the chosen framework, the various MARC tags will appear on each tab. Use the tabs across the top of the page to enter record data. </p><h2>What is the z39.50 search?</h2><p>Koha has an built in z39.50 client that can be used to query any number of z39.50 servers. To use the z39.50 search enter at least the ISBN and Title. The search will give you results form the servers you query. Select the record you wish to use and the fields will be populated with cataloging information from that server. </p><p>To use this feature you will need to setup z39.50 servers to query under "System Administration".</p><h2>What do the "..." mean?</h2><p>The ... to the right of the input field are used to indicate that this field uses a plugin. Various plugins have been created to help make it easier to catalog records more quickly. </p><p>If you click in the input field of any field that has a ..., the field will be populated with the default data for the plugin. This default data is set either by the plugin itself or system preferences. </p><p>Clicking on the ... for some plugins will bring up a pop up window where you can make various selections to populate the field. This is partiuclarly useful for Leaders and other data element fields. </p><p>Talk to your system administrator about loading additional plugins for use in this module. </p> |
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<h1>Add MARC Record Help</h1><h2>How do I add the cataloging data?</h2> |
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<p>Depending on the chosen framework, the various MARC tags will appear on each tab. Use the tabs across the top of the page to enter record data.</p> |
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<h2>What is the z39.50 search?</h2> |
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<p>Koha has an built in z39.50 client that can be used to query any number of z39.50 servers. To use the z39.50 search enter at least the ISBN and Title. The search will give you results form the servers you query. Select the record you wish to use and the fields will be populated with cataloging information from that server.</p><p>To use this feature you will need to setup z39.50 servers to query under "System Administration".</p> |
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<h2>What do the "..." mean?</h2> |
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<p>The ... to the right of the input field are used to indicate that this field uses a plugin. Various plugins have been created to help make it easier to catalog records more quickly.</p><p>If you click in the input field of any field that has a ..., the field will be populated with the default data for the plugin. This default data is set either by the plugin itself or system preferences.</p><p>Clicking on the ... for some plugins will bring up a pop up window where you can make various selections to populate the field. This is partiuclarly useful for Leaders and other data element fields.</p><p>Talk to your system administrator about loading additional plugins for use in this module.</p> |
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<div class="main"> <h1>Cataloguing Help</h1><h2>How to edit a bibliographic record?</h2><p>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). </p><h2>How to add a new bibliographic record?</h2><p>Use the "New Record" button to add a new record. Choose the framework that you will use to shape the bibliographic record. Frameworks are cataloging templates that can be created and edited under "System Admininstration". </p><h2>How to add new items to a record?</h2><p>A bibliographic record needs items or holdings for it to show in the OPAC. There are two ways to add new items to a bibliographic record:</p><ol><li><strong>Through Cataloging</strong>. After adding the new bibliographic record, you will be given the option to add items the record. One record can have many items. </li><li><strong>Through Acquisitions</strong>. Items can be added to orders in acquisitions. Item details are added upon recieving the item. Using the acquisitions module for adding items allows you to track the libraries spend against funds and budgets. </li></ol><h2>What is the reservoir?</h2><p>The reservoir is a holding area for bibilographic records that are not yet used in the library catalogue. When an item arrives that matches a record in the reservoir, the two can be matched and the bibliographic pulled from the reservoir into the main catalogue. </p><p>The reservoir can be populated with MARC records through the "Stage MARC Records for Import" under Tools. </p><p> </p> </div> |
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<h1>Cataloguing Help</h1><h2>How to edit a bibliographic record?</h2> |
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<p>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).</p> |
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<h2>How to add a new bibliographic record?</h2> |
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<p>Use the "New Record" button to add a new record. Choose the framework that you will use to shape the bibliographic record. Frameworks are cataloging templates that can be created and edited under "System Admininstration".</p> |
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<h2>How to add new items to a record?</h2> |
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<p>A bibliographic record needs items or holdings for it to show in the OPAC. There are two ways to add new items to a bibliographic record:</p><ol><li><strong>Through Cataloging</strong>. After adding the new bibliographic record, you will be given the option to add items the record. One record can have many items. </li><li><strong>Through Acquisitions</strong>. Items can be added to orders in acquisitions. Item details are added upon recieving the item. Using the acquisitions module for adding items allows you to track the libraries spend against funds and budgets. </li></ol><h2>What is the reservoir?</h2> |
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<p>The reservoir is a holding area for bibilographic records that are not yet used in the library catalogue. When an item arrives that matches a record in the reservoir, the two can be matched and the bibliographic pulled from the reservoir into the main catalogue.</p><p>The reservoir can be populated with MARC records through the "Stage MARC Records for Import" under Tools.</p> |
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<h1><a id="circulation_transfers" name="circulation_transfers"></a>Circulation Transfers</h1> <div class="level1"> </div> <h2><a id="qwhat_is_circulation_transfers" name="qwhat_is_circulation_transfers"></a>Q: What is Circulation Transfers?</h2> <div class="level2"> <p> A: Allows reassignment of an item to another Branch. </p> </div> <h2><a id="qhow_do_i_use_circulation_transfers" name="qhow_do_i_use_circulation_transfers"></a>Q: How do I use Circulation Transfers?</h2> <div class="level2"> <p> A: Enter the item’s barcode, select the destination branch, click on the “transfer button”. A successful transfer will result in a “Transferred Items” confirmation box appearing. </p> </div> <h2><a id="qhow_does_circulation_transfers_change_the_status_of_the_item" name="qhow_does_circulation_transfers_change_the_status_of_the_item"></a>Q: How does Circulation Transfers change the status of the item?</h2> <div class="level2"> <p> A: The item is shown as belonging to the transferred branch. </p> </div> |
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<h1><a id="circulation_transfers" name="circulation_transfers"></a>Circulation Transfers |
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<h2><a id="qwhat_is_circulation_transfers" name="qwhat_is_circulation_transfers"></a>Q: What is Circulation Transfers? |
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<p> A: Allows reassignment of an item to another Branch. </p> |
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<h2><a id="qhow_do_i_use_circulation_transfers" name="qhow_do_i_use_circulation_transfers"></a>Q: How do I use Circulation Transfers?</h2> |
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<p> A: Enter the item’s barcode, select the destination branch, click on the “transfer button”. A successful transfer will result in a “Transferred Items” confirmation box appearing. </p> |
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<h2><a id="qhow_does_circulation_transfers_change_the_status_of_the_item" name="qhow_does_circulation_transfers_change_the_status_of_the_item"></a>Q: How does Circulation Transfers change the status of the item? |
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</h2><p> A: The item is shown as belonging to the transferred branch. </p> |
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<div class="main"> <h1>Circulation Help</h1><h2>What can I do in Circulation?</h2><p>Circulation is where items are check out and in to patrons. Some libraries use different nomeclature for thise functions. </p><p>Koha uses the following terms:</p><ul><li><strong>Check Out </strong>= issue an item to a patron</li><li><strong>Check In</strong> = return an item from a patron</li><li><strong>Transfer</strong> = used to change the holding branch of an item </li><li><strong>Holds</strong> = items that patrons have placed a request on (called "reserves" in some libraries - not to be confused with "Course Reserves" used in academimc libraries)</li></ul><br /><h3>INFORMATION: BRANCH AND PRINTER SETTINGS.</h3> 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<p> </p> </div> |
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<h1>Circulation Help</h1><h2>What can I do in Circulation?</h2> |
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<p>Circulation is where items are check out and in to patrons. Some libraries use different nomeclature for these functions.</p><p>Koha uses the following terms:</p><ul><li><strong>Check Out </strong>= issue an item to a patron</li><li><strong>Check In</strong> = return an item from a patron</li><li><strong>Transfer</strong> = used to change the holding branch of an item </li><li><strong>Holds</strong> = items that patrons have placed a request on (called "reserves" in some libraries - not to be confused with "Course Reserves" used in academimc libraries)</li></ul><br /><h3>INFORMATION: BRANCH AND PRINTER SETTINGS. |
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</h3> 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 |
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<h1>Circulation Check Out (Issues)</h1> <h2>Q: How do I check out an item to a patron?</h2> <p> 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 issued without problems, it will be done immediately and shown with other patron issues at bottom. </p> <h2>Q: How do I set up a sticky date?</h2> <p>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. </p> <h2>Q: What to do I do if there is a problem with an issue?</h2> <p>A: If there is a problem with an issue, then a box will appear and ask for confirmation, if possible. Confirming will override the system and issue the item. </p> <h2>Q: What can I do with impossible issues?</h2> <p> A: If the issuing is really impossible (for example, the barcode does not exist), then you can’t confirm the issue. </p> <h2>Q: What happens if an item is checked out to another borrower?</h2> <p> A: Confirming will checkout the issue and automatically return the item on the other borrower account. </p> <h3>INFORMATION: BRANCH AND PRINTER SETTINGS.</h3> <p>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. </p> |
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<h1>Circulation Check Out (Issues) |
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<h2>Q: How do I check out an item to a patron? |
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</h2> <p> 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. </p> |
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<h2>Q: How do I set up a sticky date? |
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</h2><p>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. </p> |
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<h2>Q: What to do I do if there is a problem with a checkout? |
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</h2> <p>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. </p> |
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<h2>Q: What can I do with a blocked checkout? |
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</h2> <p> A: If the checking out is really impossible (for example, the barcode does not exist), then you can’t confirm the checkout. </p> |
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<h2>Q: What happens if an item is checked out to another patron? |
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</h2><p> A: Confirming will checkout the check out and automatically check in the item from the other patron account. </p> |
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<h3>INFORMATION: BRANCH AND PRINTER SETTINGS. |
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</h3> <p>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. </p> |
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<div class="main"> <h1>Pending Holds Help</h1><h2>What is a "Pending Hold"?</h2><p>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. </p><p>This report indicates all the items that have Holds on them that are currently held on the library shelves or stack. </p><h2>How does an Hold come off this list?</h2><p>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. </p><p> </p> </div> |
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<h1>Pending Holds Help</h1><h2>What is a "Pending Hold"?</h2> |
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<p>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. </p><p>This report indicates all the items that have Holds on them that are currently held on the library shelves or stack. </p> |
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<h2>How does an Hold come off this list?</h2> |
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<p>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. </p> |
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<h1>Circulation Check In (Returns)</h1> <h2>How do I check in (return) an item?</h2> <p>Simply scan or type the returned item's identifying number (usually a barcode) in the box provided.</p> <h2>What happens if a patron has debts?</h2> <p>A red box will alert you. Fines are calculated and posted the following day.</p><p>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. </p> <h2>What happens if the item is on reserve?</h2> <p>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.</p> <h3>WARNING: BRANCH AND PRINTING SETTINGS.</h3> <p>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</p> |
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<h1>Circulation Check In (Returns)</h1> |
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<h2>How do I check in (return) an item? |
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</h2><p>Simply scan or type the returned item's identifying number (usually a barcode) in the box provided.</p> |
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<h2>What happens if a patron has debts? |
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</h2><p>A red box will alert you. Fines are calculated and posted the following day.</p><p>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.</p> |
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<h2>What happens if the item is on reserve? |
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</h2><p>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.</p> <h3>WARNING: BRANCH AND PRINTING SETTINGS. |
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</h3><p>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</p> |
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<h2>What is a home branch?</h2> <p> The home branch is the branch you want recorded as the origination of circulation functions for a computer session. For example, if your home branch is set to “main”, any items scanned to a borrower/patron on from that computer will be considered by Koha to be issued ‘from’ the “main” branch. An item transferred on that computer will be recorded as transferred ‘from’ the “main” branch. </p> <h2>How do I select a home branch?</h2> <p> Select your home branch from the “Choose your branch” dropdown menu. </p> <p> IMPORTANT: You must set your home branch each time you login to Koha’s intranet. For instance, you set home branch at the beginning of the work day, or each time the computer is restarted. </p> <h2>Why would I want to set a home branch?</h2> <p> Setting your home branch is critical. It enables Koha to accurately record statistics, circulation (what branch an item has been issued from or returned to), and transfers. </p> <h2>IMPORTANT: Check your branch</h2> <p> If you forget to set your home branch at the beginning of a computer session, Koha will set the first branch in the dropdown list as the ‘home branch’. This means Koha’s statistics will be inaccurate. </p> |
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<h2>What is a home branch? |
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</h2><p> The home branch is the branch you want recorded as the origination of circulation functions for a computer session. For example, if your home branch is set to “main”, any items scanned to a patron on from that computer will be considered by Koha to be checked ‘from’ the “main” branch. An item transferred on that computer will be recorded as transferred ‘from’ the “main” branch. </p> |
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<h2>How do I select a home branch? |
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</h2><p> Select your home branch from the “Choose your branch” dropdown menu. </p> <p> IMPORTANT: You must set your home branch each time you login to Koha’s intranet. For instance, you set home branch at the beginning of the work day, or each time the computer is restarted. </p> |
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<h2>Why would I want to set a home branch? |
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</h2><p> 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. </p> |
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<h2>IMPORTANT: Check your branch |
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</h2><p> If you forget to set your home branch at the beginning of a computer session, Koha will set the first branch in the dropdown list as the ‘home branch’. This means Koha’s statistics will be inaccurate. </p> |
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<h1>Transfers To Do Help</h1><h2>What is a Transfer To Do?</h2><p>A Transfer To Do is where a patron in another library/branch has requested an item that is on your shelf. This tells you the items that need to be sent to other libraries/branches. </p><h2>How do you Transfer an Item? <br /></h2><p>To Transfer an item, locate the item on the shelf, ready it for shipping and click the "Transfer This Item" button next to the item. This will change the status of the item to "In Transit" from your branch to the destination branch. </p> |
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<h1>Transfers To Do Help</h1><h2>What is a Transfer To Do?</h2> |
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<p>A Transfer To Do is where a patron in another library/branch has requested an item that is on your shelf. This tells you the items that need to be sent to other libraries/branches.</p> |
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<h2>How do you Transfer an Item? <br /></h2> |
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<p>To Transfer an item, locate the item on the shelf, ready it for shipping and click the "Transfer This Item" button next to the item. This will change the status of the item to "In Transit" from your branch to the destination branch.</p> |
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<h1>Transfers To Recieve Help</h1><h2>What is a Transfer To Recieve?</h2><p>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"</p><h2>How do I process a Transfer To Recieve?</h2><p>One the item has physically arrived in your branch, click "Recieve 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. </p> |
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<h1>Transfers To Recieve Help</h1><h2>What is a Transfer To Recieve?</h2> |
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<p>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"</p> |
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<h2>How do I process a Transfer To Recieve?</h2> |
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<p>One the item has physically arrived in your branch, click "Recieve 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.</p> |
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<div class="main"> <h1>Label Printing</h1><h2>How do I print Labels using this feature?</h2><p>The sequence of steps is:</p><ol><li>Define a Layout</li><li>Define a Layout Template</li><li>Merge a Layout and Layout Template via the Label Batch </li></ol><h2>What is a "Layout"?</h2><p>A layout is where you define what will print on the label. For example for a spine label you may choose the Classification Number. </p><h2>What is a "Layout Template"?</h2><p>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.</p><p>Layout Templates will need to be defined for each type of Label sheet or page you wish to print to. </p><h2>What is a "Label Batch"? </h2><p>A label batch is where you take your Layout, Layout Template and merge with the items you wish to create the labels for.</p><p>Once the merge has been completed, a PDF will be generated that can be used to print the labels.</p><p> </p> </div> |
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<h1>Label Printing</h1><h2>How do I print Labels using this feature?</h2> |
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<p>The sequence of steps is:</p><ol><li>Define a Layout</li><li>Define a Layout Template</li><li>Merge a Layout and Layout Template via the Label Batch </li></ol><h2>What is a "Layout"?</h2> |
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<p>A layout is where you define what will print on the label. For example for a spine label you may choose the Classification Number. </p> |
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<h2>What is a "Layout Template"?</h2> |
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<p>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.</p><p>Layout Templates will need to be defined for each type of Label sheet or page you wish to print to. </p> |
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<h2>What is a "Label Batch"? </h2> |
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<p>A label batch is where you take your Layout, Layout Template and merge with the items you wish to create the labels for.</p><p>Once the merge has been completed, a PDF will be generated that can be used to print the labels.</p> |
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<div class="main"> <h2>I can login, what is next?</h2><p>If this is your first time logging into Koha, you should now got to Koha Administration and setup all system parameters, especially Patron Categories. </p><p>Once you have set up patron categories, you should go and set yourself up with a new user in "Patrons" with super librarian priviledges. Then use that user to login rather than the root user set up as part of installation. </p> Here are some other suggestions: <ul> <li><a href="http://kohadocs.org">Read Koha Documentation</a></li> <li><a href="http://wiki.koha.org">Read/Write to the Koha Wiki</a></li> <li><a href="http://koha.org/community/mailing-lists.html">Read and Contribute to Discussions</a></li> <li><a href="http://bugs.koha.org">Report Koha Bugs</a></li> <li><a href="http://wiki.koha.org/doku.php?id=en:development:git_usage">Submit Patches to Koha using Git (Version Control System)</a></li> <li><a href="http://koha.org/community/irc.html">Chat with Koha users and developers</a></li> </ul> </div><p> </p><h2>Can I edit the online help? </h2><p>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. </p><p><strong>IMPORTANT NOTE Online Help is overwritten during a Koha Upgrade. </strong></p><p>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.</p><p>The online help directory is:</p><pre> /koha-tmpl/intranet-tmpl/prog/en/modules/help</pre> |
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<h2>I can log in, what is next?</h2> |
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<p>If this is your first time logging into Koha, you should now got to Koha Administration and setup all system parameters, especially Patron Categories.</p><p>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.</p> Here are some other suggestions: |
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<ul> <li><a href="http://kohadocs.org">Read Koha Documentation</a></li> <li><a href="http://wiki.koha.org">Read/Write to the Koha Wiki</a></li> <li><a href="http://koha.org/community/mailing-lists.html">Read and Contribute to Discussions</a></li> <li><a href="http://bugs.koha.org">Report Koha Bugs</a></li> <li><a href="http://wiki.koha.org/doku.php?id=en:development:git_usage">Submit Patches to Koha using Git (Version Control System)</a></li> <li><a href="http://koha.org/community/irc.html">Chat with Koha users and developers</a></li> </ul> |
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<h2>Can I edit the online help? </h2> |
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<p>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. </p><p><strong>IMPORTANT NOTE Online Help is overwritten during a Koha Upgrade.</strong></p><p>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.</p><p>The online help directory is:</p><pre> /koha-tmpl/intranet-tmpl/prog/en/modules/help</pre> |
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<title>Online Help › Patrons</title> |
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<h1>Patrons help</h1> |
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<p>This is the Patrons module of Koha.</p> |
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<p>The Patrons portion stores the information you add about your patrons.</p> |
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<p>To add a patron, type their name into the search box on the left, and |
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click the OK button.</p> |
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<p>If there is already a borrower matching the name you searched, it will show |
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<p>If there is already a patron matching the name you searched, it will show |
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multiple numbers for the same patron.</p> |
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<p>Alternatively, you can browse a section of borrowers by selecting the first |
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letter of the Patron's last name from the list on the right.</p> |
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<h1>Online Help</h1> |
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<div class="main"> <h1>Reports</h1><h2>What Reports are there in Koha? </h2><p>Koha comes with a number of predefined (or "canned") reports, along with two report builder engines. </p><p><strong>Pre-defined Reports</strong></p><p>There are number of predefined reports in Koha. Check the the Circulation module for Circulation specific reports.</p><p><strong>Statistics Wizards</strong></p><p>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. </p><p><strong>Guided Reports Wizard</strong></p><p>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. <strong>Note this feature is under active development. </strong></p><h2> </h2> </div> |
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<h1>Reports</h1><h2>What Reports are there in Koha? </h2> |
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<p>Koha comes with a number of predefined (or "canned") reports, along with two report builder engines. </p><p><strong>Pre-defined Reports</strong></p><p>There are number of predefined reports in Koha. Check the the Circulation module for Circulation specific reports.</p><p><strong>Statistics Wizards</strong></p><p>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. </p><p><strong>Guided Reports Wizard</strong></p><p>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. <strong>Note this feature is under active development. </strong></p> |
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<h1>Serials Claims</h1><h2>What are Claims?</h2><p>Claims are where an issue that was expected has not been recieved by the library. The claims interface is used to manage those claims, in particular provide the expected issue information that can be sent to the supplier. </p><h2>How to lodge a Claim?</h2><p>Make a selection from the drop down list. The "All Supplies" count gives you a count of the total number of current item claims across all suppliers. </p><p>There are two ways to lodge a claim with the supplier:</p><ol><li>Using a Letter defined in Notices. Note that you will need to set up the notice. </li><li>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.</li></ol><h2>How to resolve a Claim?</h2><p>The claim will be resolved once recieved status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status. </p> |
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<h1>Serials Claims</h1><h2>What are Claims?</h2> |
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<p>Claims are where an issue that was expected has not been recieved by the library. The claims interface is used to manage those claims, in particular provide the expected issue information that can be sent to the supplier. </p> |
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<h2>How to lodge a Claim?</h2> |
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<p>Make a selection from the drop down list. The "All Supplies" count gives you a count of the total number of current item claims across all suppliers. </p><p>There are two ways to lodge a claim with the supplier:</p><ol><li>Using a Letter defined in Notices. Note that you will need to set up the notice. </li><li>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.</li></ol><h2>How to resolve a Claim?</h2> |
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<p>The claim will be resolved once recieved status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status. </p> |
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<h1>Recieving Serials</h1><h2>How do I receive an expected issue?</h2><p>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. </p><p>Once you press save the new issue will be recorded in the subscription history. </p><h2>How do I receive an unexpected or supplemental issue?</h2><p>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. </p><h2>What happens if an Issue does not turn up?</h2><p>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. </p> |
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<h1>Recieving Serials</h1><h2>How do I receive an expected issue?</h2> |
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<p>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. </p><p>Once you press save the new issue will be recorded in the subscription history. </p> |
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<h2>How do I receive an unexpected or supplemental issue?</h2> |
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<p>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.</p> |
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<h2>What happens if an Issue does not turn up?</h2> |
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<p>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. </p> |
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<div class="main"> <h1>Serials</h1><h2>Q: What does the serials module do?</h2><p>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. </p><h2>Q: What do I need before I can setup a subscription?</h2><p>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.</p><h2><a id="qhow_to_search_for_a_subscription" name="qhow_to_search_for_a_subscription"></a>Q: How to search for a subscription?</h2> <div class="level2"> <p> A: Search by using the filter button (either title or ISSN). </p> </div> <h2><a id="qhow_do_i_create_a_new_subscription" name="qhow_do_i_create_a_new_subscription"></a>Q: How do I create a new subscription?</h2> <div class="level2"> <p> A: Click the “Add subscription” button. </p> </div> <h2><a id="qwhat_can_i_do_when_i_have_found_a_subscription" name="qwhat_can_i_do_when_i_have_found_a_subscription"></a>Q: What can I do when I have found a subscription?</h2> <div class="level2"> <p> A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and librarian interface. </p> </div> <h3><a id="tip._using_wildcards" name="tip._using_wildcards"></a>TIP. USING WILDCARDS.</h3> <div class="level3"> <p> 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. </p> </div><p> </p> </div> |
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<h1>Serials</h1><h2>Q: What does the serials module do?</h2> |
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<p>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. </p> |
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<h2>Q: What do I need before I can setup a subscription?</h2> |
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<p>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.</p> |
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<h2><a id="qhow_to_search_for_a_subscription" name="qhow_to_search_for_a_subscription"></a>Q: How to search for a subscription? |
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<p> A: Search by using the filter button (either title or ISSN). </p> |
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<h2><a id="qhow_do_i_create_a_new_subscription" name="qhow_do_i_create_a_new_subscription"></a>Q: How do I create a new subscription?</h2> |
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<p> A: Click the “Add subscription” button. </p> |
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<h2><a id="qwhat_can_i_do_when_i_have_found_a_subscription" name="qwhat_can_i_do_when_i_have_found_a_subscription"></a>Q: What can I do when I have found a subscription? |
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<p> A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and librarian interface. </p> |
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<h3><a id="tip._using_wildcards" name="tip._using_wildcards"></a>TIP. USING WILDCARDS. |
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<p> 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. </p> |
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<div class="main"> <h1>Add A New Serial Subscription</h1> <h2>What do I need to setup a subscription?</h2> <p>Before you can set up a new subscription, you will need to have set up:</p> <ul> <li>a Vendor in Acquisitions who supplies the subscription</li> <li>a Biblio with no items to which you can add the subscription to.</li> </ul>. <h2>How do I set up a new subscription?</h2> <p>There are four sections to this form:</p> <h3>Step 1: Search for a Supplier</h3> <p>If you want to claim any issues then you need to elect a supplier at this point. </p> <h3>Step 2: Search for Biblio</h3> <p>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. </p> <h3>Step 3: Fill out other details in the Subscription Information box.</h3><p>This includes the Call Number, Home branch for the Serial and any notes. </p><p>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. </p> <h3>Step 4: Fill out the details in the Planning box.</h3> <p>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.</p> <p>See > More details about Planning</p> <h3>Step 5: Fill out the Subscription length box</h3> <p>Indicate the expected length of time that this serial will be subscribed to.</p> <p>This sets up the expiry date in the system and also sets up an Alert a month before expected expiry.</p> <h3>Step 6: Numbering Calculation</h3> <p>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.</p> <p>See More detail about the Numbering Calculation formula </p> <h3>Step 7: Add Subscription</h3> <p>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.</p> <p>Next step - Receive issues (see online help on Receive Issues page)</p> <h2>How does planning work</h2> <h3>1. First Issue ETA</h3> <p>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. </p> <h3>2. Frequency</h3> <p>Use the drop down list to select the main frequency patterns. </p> <h3>3. Numbering Pattern</h3> <p>Drop down list of the main numbering patterns:</p> <ul> <li>Number </li> <li>Volume, Number, Issue </li> <li>Volume, Number</li> <li>Volume, Issue</li> <li>Number, Issue</li> <li>Seasonal only[a]</li> <li>None of the above</li> </ul> <p>If it is “none of the above” this will bring up a Numbering Calculation formula at the bottom of the screen. </p> <p>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.</p> <h3>4. Begins on</h3> <p>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.</p> <h2>Numbering Calculation formula</h2> <p>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. </p> </div> |
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<h1>Add A New Serial Subscription |
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</h1> |
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<h2>What do I need to setup a subscription? |
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</h2> <p>Before you can set up a new subscription, you will need to have set up:</p> <ul> <li>a Vendor in Acquisitions who supplies the subscription</li> <li>a Biblio with no items to which you can add the subscription to.</li> </ul>. |
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<h2>How do I set up a new subscription? |
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</h2> <p>There are four sections to this form:</p> |
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<h3>Step 1: Search for a Supplier |
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</h3><p>If you want to claim any issues then you need to elect a supplier at this point. </p> |
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<h3>Step 2: Search for Biblio |
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</h3><p>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. </p> |
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<h3>Step 3: Fill out other details in the Subscription Information box.</h3> |
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<p>This includes the Call Number, Home branch for the Serial and any notes.</p><p>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. </p> |
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<h3>Step 4: Fill out the details in the Planning box. |
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</h3> <p>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.</p> <p>See > More details about Planning</p> |
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<h3>Step 5: Fill out the Subscription length box |
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</h3> <p>Indicate the expected length of time that this serial will be subscribed to.</p> <p>This sets up the expiry date in the system and also sets up an Alert a month before expected expiry.</p> |
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<h3>Step 6: Numbering Calculation |
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</h3> <p>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.</p> <p>See More detail about the Numbering Calculation formula </p> |
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<h3>Step 7: Add Subscription |
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</h3> <p>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.</p> <p>Next step - Receive issues (see online help on Receive Issues page)</p> |
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<h2>How does planning work</h2> |
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<h3>1. First Issue ETA |
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</h3><p>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. </p> |
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<h3>2. Frequency |
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</h3><p>Use the drop down list to select the main frequency patterns. </p> |
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<h3>3. Numbering Pattern |
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</h3> <p>Drop down list of the main numbering patterns:</p> <ul> <li>Number </li> <li>Volume, Number, Issue </li> <li>Volume, Number</li> <li>Volume, Issue</li> <li>Number, Issue</li> <li>Seasonal only[a]</li> <li>None of the above</li> </ul> <p>If it is “none of the above” this will bring up a Numbering Calculation formula at the bottom of the screen. </p> <p>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.</p> |
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<h3>4. Begins on |
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</h3> <p>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.</p> |
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<h2>Numbering Calculation formula |
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</h2> <p>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. </p> |
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<div class="main"> <h1>Suggestions Management</h1><h2>What are Purchase Suggestions?</h2><p>Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items. </p><p>To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on"). </p><h2>How do I manage suggestions?</h2><p>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. </p><p>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". </p><p>Marking an item as "Rejected", will move the selected item to the rejected tab. </p><p>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 Authorised values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason. </p><p>The authorised values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorised value category and add your custom reasons. </p><p>Once the status and reason have been selected, these will display for the suggestor in the OPAC. </p><p> </p> </div> |
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<h1>Suggestions Management</h1><h2>What are Purchase Suggestions?</h2> |
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<p>Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items. </p><p>To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").</p> |
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<h2>How do I manage suggestions?</h2> |
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<p>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.</p><p>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". </p><p>Marking an item as "Rejected", will move the selected item to the rejected tab.</p><p>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 Authorised values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.</p><p>The authorised values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorised value category and add your custom reasons.</p><p>Once the status and reason have been selected, these will display for the suggestor in the OPAC.</p> |
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<h1>Holidays Calendar Help</h1><h2>What is the Holidays Calendar?</h2><p>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. </p><p>There are 2 types of holiday:</p><ol><li><strong>Unique Holiday</strong>:One off events or closeures. </li><li><strong>Repeatable Holidays</strong>:Holidays that either repeat the same day of every week or repeated yearly on the same date.</li></ol>Holidays are set per library and the same holiday will need to be set for all libraries in a system. <br /><h2>How to enable the Holiday Calendar? <br /></h2><p>To make use of the Holidays Calendar, the System Preference "useDaysMode" under Circulation needs to be set to "Calendar". </p><p> </p><p> </p> |
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<h1>Holidays Calendar Help</h1><h2>What is the Holidays Calendar?</h2> |
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<p>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.</p><p>There are 2 types of holiday:</p><ol><li><strong>Unique Holiday</strong>:One off events or closeures. </li><li><strong>Repeatable Holidays</strong>:Holidays that either repeat the same day of every week or repeated yearly on the same date.</li></ol>Holidays are set per library and the same holiday will need to be set for all libraries in a system. <br /><h2>How to enable the Holiday Calendar? <br /></h2> |
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<p>To make use of the Holidays Calendar, the System Preference "useDaysMode" under Circulation needs to be set to "Calendar".</p> |
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<h1>Inventory/Stocktaking</h1><h2>How do I use this feature?</h2><p>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. </p><h2>How do I get a file of barcodes to upload? </h2><p>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).</p><p>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). </p><h2>How do I find what items are missing?</h2><p>Now you have set the Last Seen Date of the items, you can use that as a criteria to generate a report. Use the "Select items you want to check" feature to generate this report. </p><p>NOTE: If you have scanned all the items in your library, you will not need to change any of the default criteria. </p><p>Set the "Not seen since" date to the day <strong>before </strong>the date you used when you set the "Last Seen Date" when uploading the barcode file. </p><p>Press the "Submit" button to generate the list of items that Koha has not seen. </p><h2><br /></h2><p> </p><br /><p> </p> |
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<h1>Inventory/Stocktaking</h1><h2>How do I use this feature?</h2> |
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<p>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.</p> |
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<h2>How do I get a file of barcodes to upload? </h2> |
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<p>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).</p><p>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). </p> |
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<h2>How do I find what items are missing?</h2> |
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<p>Now you have set the Last Seen Date of the items, you can use that as a criteria to generate a report. Use the "Select items you want to check" feature to generate this report. </p><p>NOTE: If you have scanned all the items in your library, you will not need to change any of the default criteria.</p><p>Set the "Not seen since" date to the day <strong>before </strong>the date you used when you set the "Last Seen Date" when uploading the barcode file.</p><p>Press the "Submit" button to generate the list of items that Koha has not seen. </p> |
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<h1>News Help</h1><h2>What is News? </h2><p>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. </p><h2>How to post a News Item?</h2><p>To add a new news item the following fields need to be completed:</p><h3>Language</h3><p>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. </p><h3>Title </h3><p>The title of the news post. Try to keep this short and pithy. Avoid long sentances. </p><h3>Expiration Date</h3><p>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). </p><h3>Appear in Position</h3><p>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. </p><h3>News</h3><p>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. </p><p> </p> |
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<h1>News Help</h1><h2>What is News? </h2> |
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<p>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.</p> |
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<h2>How to post a News Item?</h2> |
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<p>To add a new news item the following fields need to be completed:</p> |
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<h3>Language</h3> |
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<p>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.</p> |
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<h3>Title </h3> |
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<p>The title of the news post. Try to keep this short and pithy. Avoid long sentances.</p> |
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<h3>Expiration Date</h3> |
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<p>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).</p> |
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<h3>Appear in Position</h3> |
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<p>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.</p> |
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<h3>News</h3> |
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<p>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.</p> |
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Reference in new issue