All comments added by patrons via the OPAC to bibliographic records require moderation
by the librarians. If there are comments awaiting moderation they will be listed on the
main page of the staff client below the module list:
and next to the Comments tool on the Tools Module
To moderate comments click on the notification on the main
dashboard or go directly to the Comments Tool and click 'Approve' or
'Delete' to the right of the comments awaiting moderation.
If there are no comments to moderate you will see a message
saying just that
You can also review and unapprove comments you have approved in
the past by choosing the 'Approved comments' tab
Your Koha installation comes with a blank CSV file that you
can use as a template for your patron records. If you would like to
create the file yourself, make sure that your file has the following
fields in this order as the header row:
cardnumber, surname, firstname, title, othernames, initials, streetnumber,
streettype, address, address2, city, state, zipcode, country, email, phone, mobile, fax,
emailpro, phonepro, B_streetnumber, B_streettype, B_address, B_address2, B_city,
B_state, B_zipcode, B_country, B_email, B_phone, dateofbirth, branchcode, categorycode,
dateenrolled, dateexpiry, gonenoaddress, lost, debarred, debarredcomment, contactname,
contactfirstname, contacttitle, guarantorid, borrowernotes, relationship, ethnicity,
ethnotes, sex, password, flags, userid, opacnote, contactnote, sort1, sort2,
altcontactfirstname, altcontactsurname, altcontactaddress1, altcontactaddress2,
altcontactaddress3, altcontactstate, altcontactzipcode, altcontactcountry,
altcontactphone, smsalertnumber, privacy, patron_attributes
Important
The 'password' should be stored in plaintext, and will be converted to a Bcrypt
hash.
If your passwords are already encrypted, talk to your
systems administrator about options
Important
Date formats should match your system preference, and must be
zero-padded, e.g. '01/02/2008'.
Important
The fields 'branchcode', 'categorycode' and all fields you have defined in the
BorrowerMandatoryField preference are
required and must match valid entries in your database.
Note
If loading patron
attributes, the 'patron_attributes' field should contain a
comma-separated list of attribute types and values.
Once you have created your file, you can use the Patron Import
Tool to bring the data into Koha.
-
Choose your CSV file
-
Choose to match on 'Cardnumber' or 'Username' to prevent adding of duplicate
card numbers to the system
-
Next you can choose default values to apply to all patrons
you are importing
-
Finally you need to decide on what data you want to
replace if there are duplicates.
-
A matching record is found using the field you chose
for matching criteria to prevent duplication
-
If you included patron attributes in your file you can
decide whether to add your values to existing values or
erase existing values and enter only your new values.
All notices and circulation receipts (or slips) generated by
Koha can be customized using the Notices & Slips Tool. The system
comes with several predefined templates that will appear when you
first visit this tool.
Each notice can be edited, but only a few can be deleted, this
is to prevent system errors should a message try to send without a
template. Each notice and slip can be edited on a per library basis,
by default you will see the notices for all libraries.
If you have a style you'd like applied to all slips you can
point the SlipCSS preference to a
stylesheet. The same is true for notices, using the NoticeCSS preference to define a
stylesheet.
You will also want to review the Notices & Slips
Field Guide for more information on formatting these notices.
To add a new notice or slip
-
Click 'New Notice'
-
Choose which library this notice or slip is for
-
Choose the module this notice is related to
-
The Code is limited to 20 characters
-
Use the name field to expand on your Code
-
Next you can customize the notice for every possible delivery method
-
Every notice should have an Email template set for it
-
If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification
-
If you plan on printing this notice you can set the Print template next
-
If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next
-
Each notice offers you the same options
-
If you plan on writing the notice or slip in HTML check
the 'HTML Message' box, otherwise the content will be generated
as plain text
-
Message Subject is what will appear in the subject line of
the email
-
In the message body feel free to type whatever message you
feel is best, use the fields on the left hand side to enter
individualized data from the from database.
Important
Overdue notices can use <<items.content>> tags by themselves,
or use <item></item> to span all of the tags. Learn more about the
Overdue Notice Markup
-
The other option, only for overdue notices, is to use the
<item></item> tags to span the line so that it will print out
multiple lines One example for the <item></item> tag option
is:
<item>"<<biblio.title>>" by
<<biblio.author>>, <<items.itemcallnumber>>,
Barcode: <<items.barcode>> , Checkout date:
<<issues.issuedate>>, Due date:
<<issues.date_due>> Fine: <<items.fine>> Due date:
<<issues.date_due>> </item>
Important
Only the overdue notices take advantage of the <item></item>
tags, all other notices referencing items need to use
<<items.content>>
Note
To add today's date you can use the <<today>> syntax
Note
If you don't want to print the patron's full name on your slips or
notice you can enter data in the Other name or Initials field for each
patron and use that value instead.
When creating your overdue notices there are two tags in addition to the various
database fields that you can use in your notices. You will also want to review the
Notices & Slips Field Guide for
information on formatting item information in these notices.
Important
These new tags only work on the overdue notices, not other circulation related
notices at this time.
These tags are <item> and </item> which should enclose all
fields from the biblio, biblioitems, and items tables.
An example of using these tags in a notice template might be like:
The following item(s) is/are currently overdue:
<item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>
Which, assuming two items were overdue, would result in a notice
like:
The following item(s) is/are currently overdue:
"A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
"History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50
Among the default notices are notices for several common actions within Koha. All of
these notices can be customized by altering their text via the Notices & Slips tool
and their style using the NoticeCSS preference to
define a stylesheet. You will also want to review the Notices & Slips Field Guide for information on formatting item information
in these notices. Here are some of what those notices do:
-
ACCTDETAILS
-
ACQCLAIM (Acquisition Claim)
-
CHECKIN
-
CHECKOUT
-
DUE
-
DUEDGST
-
HOLD (Hold Available for Pickup)
-
HOLDPLACED (a notice to the library staff
that a hold has been placed)
-
MEMBERSHIP_EXPIRY
-
ODUE (Overdue Notice)
-
PREDUE
-
PREDUEDGST
-
RENEWAL
-
RLIST (Routing List)
-
Used in the serials module to notify patrons/staff of
new issues of a serial
-
You have the option to select the 'Routing List'
notice when creating a new subscription (Choose from the
'Patron notification' drop down).
Note
Notice also that if you'd like to notify patrons of
new serial issues, you can click on 'define a notice'
which will take you to the 'Notices' tool
SHARE_ACCEPT
SHARE_INVITE
TO_PROCESS
There are also a set of predefined slips (or receipts) listed
on this page. All of these slips can be customized by altering their
text via the Notices & Slips tool and their style using the
SlipCSS preference to define a
stylesheet. Here is what those slips are used for:
-
ISSUEQSLIP
-
ISSUESLIP
-
HOLD_SLIP
-
TRANSFERSLIP
In order to send the overdue notices that you defined using the
Notices tool, you need to first set the
triggers to have these messages.
Important
In order to have overdue notices sent to your patrons, you
need to set that patron
category to require overdue notices.
The Overdue Notice/Status Triggers tool gives the librarian the power to send
up to three notices to each patron type notifying them of overdue items
-
Delay is the number of days after an issue is due before an
action is triggered.
-
To send additional notices, click on the tabs for 'Second'
and 'Third' notice
-
If you would like to prevent a patron from checking items out because of their
overdue items, check the 'Restrict' box, this will put a notice on the patron's record
at checkout informing the librarian that the patron cannot check out due to overdue items.
-
Next you can choose the delivery method for the overdue notice. You can choose
from Email, Phone (if you are using the iTiva Talking Tech service),
Print and SMS (if you have set your SMSSendDriver).
-
See a Sample Overdue Notice
The Patron Card Creator allow you to use layouts and templates which you design to
print your custom patron cards on your printer. Here are some of the features of the
Patron Card Creator module:
-
Customize patron card layouts with text retrieved from the Koha patron data
-
Design custom card templates for printed patron cards (to match the label
sheets)
-
Build and manage batches of patron cards to print
-
Export (as PDF) single or multiple batches to print
-
Export (as PDF) single or multiple patron cards from within a batch
A layout defines the text and images that will be printed on to the card and where
it will appear.
Note
Up to three lines of text, the patron's number in barcode representation and up
to two images can be printed on to the card.
If you have no layouts defined, you will add a new layout by clicking the 'New'
button and choosing 'Layout'.
You may also choose to press 'Manage layout' on the left side. Here you are
offered a list of available layouts you can select for editing. But at the top of the
page there is still the 'New layout' button.
-
The name you assign to the layout is for your benefit, name it something that
will be easy to identify at a later date
-
The Units pull down is used to define what measurement scale you're going to
be using for your layout.
-
Next note if this layout is for the front or the back of the patron
card
Note
You will need a layout for both the front and back of your card if you
have 2-sided library cards, this option doesn't allow you to print two
sided cards, just lets you track which side of the card you're
designing.
You have the option of adding up to 3 lines of text to your card. Your text
can be static text of your choosing and/or fields from the patron record. If you
want to print fields from the patron record you want to put the field names in
brackets like so - <firstname>
For each line of text, you can choose your font, font size and the location of
the text on the card using the lower X and Y coordinates
In order to show the barcode and the patron card number you will need to check
the 'Print Card Number as Barcode' option. This will turn the patron card number
into a barcode. If you want the number to print in human readable format you will
need to check the 'Print Card Number as Text Under Barcode' option.
Finally you can choose up to two images to print on the card.
-
One can be the patron image
which you can resize to meet your needs.
-
The other image can be something like a library logo or symbol that you
uploaded using the 'Manage Images'
module of the Patron Card Creator Tool.
Important
It is the designers responsibility to define textlines, barcode and images
such that overlap is avoided.
After saving, your layouts will appear on the 'Manage layouts'
page.
A template describes the arrangement of labels on the label sheet/card stock you are
using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or
Avery 28371 for your patron cards, just to give a couple of examples. All of the
information you will need for setting up a template may be on the packaging, and if not
it can usually be found on the vendor's website or can be measured from a sample
sheet.
To add a new template click on the 'New template' button at the top of your page
which brings you to the Edit template form immediately. You may also choose to press
'Manage templates' on the left side. Here you are offered a list of available
templates you can select for editing. But in the top of the page there is still the
'New template' button.
Using the form that appears after pressing either 'Edit' or 'New template'you can
define the template for your sheet of labels or cards.
-
Template ID is simply a system generated unique id
-
Template Code should be the name of this template to identify it on a list of
templates
-
You can use the Template Description to add additional
information about the template
-
The Units pull down is used to define what measurement scale you're going to
be using for the template.
-
The measurements (page height, page width, card width, card height) may be on
the packaging, and if not it can usually be found on the vendor's website or can
be measured from a sample sheet.
-
A profile is a set of "adjustments" applied to a given template just prior to
printing which compensates for anomalies unique and peculiar to a given printer
(to which the profile is assigned).
-
Before defining a profile try printing some sample cards so that you can
take measurements to define a profile to perform the right adjustments for
your printer/template combination.
-
After finding and documenting any anomalies in the printed document, then
you can create a profile and assign it
to the template.
Important
Do not specify a profile unless needed, i.e. do not click to define a
printer profile. It is not possible to remove a profile from a template
but you can switch to another profile.
Note
If you are using different printers you may be required to define
several templates that are identical only different profiles are
specified.
After saving, your templates will appear on the 'Manage templates' page.
A profile is a set of "adjustments" applied to a given template just prior to printing which compensates for
anomalies unique and peculiar to a given printer. This means if you set a template up
and then print a sample set of data and find that the items are not all aligned the same
on each card, you need to set up a profile for each printer (or even different tray
selections on the same printer) to make up for the differences in printing styles, such
as the shifting of text to the left, right, top or bottom.
If your cards are printing just the way you want, you will not
need a profile.
To add a new profile, you want to click on the 'Profiles'
button at the top of your page and choose 'New Profile'
To add a new profile, you want to click on the 'New profile' button at the top of
your page. Using the form that appears you can define the values to correct the card
misalignments on your label sheet. You may also choose 'Manage profiles' on the left
side and select one of the currently available profiles for editing.
-
The Printer Name and Paper Bin do not have to match your printer exactly, they
are for your reference so you can remember what printer you have set the profile
for.
-
Template will be filled in once you have chosen which
template to apply the profile to on the template edit form
-
The Units pull down is used to define what measurement
scale you're going to be using for your profile.
-
Offset should be used when the entire image is off center either vertically or
horizontally. Creep describes a condition where the distance between the labels changes
across the page or up and down the page
-
For offset and creep values, negative numbers move the printed
information up and to the left on the printed sheet and positive numbers
move down and to the right
-
Example: the text is printed 0 .25" from the left edge of the first label,
0 .28" from the left edge of the second label and 0 .31" from the left edge of
the third label. This means the horizontal creep should be set to (minus)
-0.03 " to make up for this difference.
After saving, your profiles will appear on the 'Manage Printer Profiles'
page.
Once you have saved your new profile, you can return to the
list of templates and choose to edit the template that this
profile is for.
A batch is a collection of patrons for whom you want to
generate cards.
To add a new batch, you want to click on the 'New batches' button at the top of
your page. Choosing the menu item 'Manage batches' on the left a list of already
defined batches is displayed. In this display you can either select a batch for
editing or add a new batch.
For a new batch a message pops up and directs you to select patrons to be
processed in this batch.
After choosing the 'Add item(s)' button the Patron Search window pops up.
From here you can search for patrons to add to your batch by any part of their
name, their category and/or library. Entering * in the search box will display all the
patrons.
From the results you can add patrons to the batch by clicking the 'Add' button.
After adding patrons from the results you can start over and perform another search or
click 'Close' at the bottom of the screen to indicate that you are done. You will then
be presented with your batch.
If you are satisfied with your batch you can proceed to export. If you want to
correct or even delete that batch the buttons to do so can be found at the top of your
screen. You can always come back here through the 'Manage > Card batches' button.
If you would like to export all patron cards you can click 'Export card batch'
otherwise you can choose specific patrons to print cards for by checking the box to
the right of their names and then choose 'Export selected card(s)' at the top.
The export menu will ask you to choose a template, a layout and starting position
(where on the sheet should printing begin).
Note
For the starting position if the first 6 labels have already been used on your
sheet you can start printing on label in position 7 on the sheet. The labels are
numbered left to right from top to bottom.
Once you click 'Export' you will be presented with a PDF of your labels for printing
When you open the PDF you will see the cards for printing
The above image shows a layout that is made up of two textlines. The first one is
just plain text, the second one is composed of the <firstname> <surname> fields.
A patron image is printed (if available) and the barcode of patrons number is
displayed in code 39. All this is printed on a template with three columns and 8 rows
using position 1-3 here. When printing this PDF please take care that your printer
doesn't rescale the PDF (e.g do not fit to paper size) otherwise the printer will not
be able to print to the right place per your templates.
Images uploaded using this tool will appear on the menu when
creating patron card layouts. You
are limited in how many images you can upload (not counting patron
images) by the ImageLimit system
preference.
Important
Images must be under 500k in size.
Note
Pictures uploaded with this tool should be at least 300dpi
which is the minimum quality for a printable image.
In the center of the screen is a simple upload form, simply
browse for the file on your computer and give it a name you'll
recognize later.
Once the file is uploaded you will be presented with a
confirmation message.
And the image will be listed with all of your others on the
right hand side of the page.
To delete one or multiple of these images, click the checkbox
to the right of each image you want to delete and click the 'Delete'
button.
This tool allows you to bulk anonymize circulation histories (this means that you keep
records of how many times items were checked out - but not the patrons who checked the
items out) or bulk delete patrons (remove them from the system completely).
Important
Patrons with outstanding fines or items checked out are not saved. They are not
completely removed from the system (they are only moved to the delete_borrowers
table), but this tool does not provide as many checks as one may desire.
Important
Before using this tool it is recommended that you backup your database. Changes made
here are permanent.
Important
The anonymization will fail quietly if AnonymousPatron preference does not contain a valid value.
To either delete or anonymize patrons
-
Check the 'Verify' box on the task you would like to complete (Delete or
Anonymize)
-
Enter a date before which you want to alter the data
-
If deleting patrons you can also choose to find patrons who
-
have not borrowed since a specific date
-
have accounts that will expire before a specific date
-
are in a specific patron category
-
are in a patron list
-
Click 'Next'
-
A confirmation will appear asking if you're sure this is
what you want to happen
-
Clicking 'Finish' will delete or anonymize your data
With this tool you can make edits to a batch of patron records. Simply load in a file
of cardnumbers (one per line), choose from a list of
patrons or scan patron card numbers in to the box provided.
Once you have the file loaded or the barcodes scanned click
'Continue.' You will be presented with a list of the patrons and the
changes you can make.
To the left of each text box there is a checkbox. Clicking that
checkbox will clear our the field values.
Important
If the field is mandatory you will not be able to clear the
value in it.
If you have multiple patron attributes you can change them all
by using the plus (+) sign to the right of the text box. This will
allow you to add another attribute value.
Once you have made the changes you want, you can click 'Save'
and Koha will present you with the changed patron records.
Depending on your tagging system preferences,
librarians may need to approve tags before they are published on the OPAC. This is done
via the Tag Moderation Tool. If there are tags awaiting moderation they will be listed on
the main staff dashboard under the module labels:
To moderate the tags visit the Tags tool. When first visiting
the tool, you will be presented with a list of tags that are pending
approval or rejection by a librarian
-
To see all of the titles this tag was added to simply click on the term
-
To approve a tag, you can either click the 'Approve' button in line with the term,
or check all terms you want to approve and click 'Approve' below the table.
-
To reject a tag, you can either click the 'Reject' button in
line with the term, or check all terms you want to approve and
click 'Reject' below the table.
Once a tag has been approved or rejected it will be moved to the
appropriate list of tags. A summary of all tags will appear on the
right of the screen.
Even though a tag is approved or rejected, it can still be moved
to another list. When viewing approved tags each tag has the option to
reject:
To check terms against the approved and rejected lists (and
possibly against the
dictionary you have assigned for tag moderation) simply enter
the term into the search box on the bottom right of the screen to see
the status of the term
Finally you can find tags by using the filters on the left.
Patron images can be uploaded in bulk if you are allowing patron images to be attached to
patron records. These images can also be used when creating patron cards.
-
Create a txt file and title it "DATALINK.TXT" or
"IDLINK.TXT"
-
On each line in the text file enter the patron's card number
followed by comma (or tab) and then the image file name
-
Zip up the text file and the image files
-
Go to the Upload Patron Images Tool
-
For a single image, simply point to the image file and enter
the patron card number
-
For multiple images, choose to upload a zip file
-
After uploading you will be presented with a
confirmation
Important
There is a limit of 100K on the size of the picture uploaded and it is recommended
that the image be 200x300 pixels, but smaller images will work as well.
Cindy Murdock Ames
Meadville Public Library | CCFLS
Edited by
Nicole C. Engard
Rotating Collections is a tool for managing collections of materials that frequently
get shifted from library to library. It adds the ability to store not only an item's home
library and current location but also information about where it is supposed to be
transferred to next to ensure that all items in the collection are sent to the correct
library. When an item in a rotating collection is checked in, library staff is notified
that the item is part of a rotating collection and which branch it should be sent to if it
is not at the correct one.
Important
The AutomaticItemReturn system preference
must be set to "Don't automatically transfer items to their home library when they are
returned" for Rotating Collections to function properly.
-
To create a new rotating collection, click the "New Collection" button, fill in
the Title and Description, and click Submit. Once submitted you'll see "Collection
Name added successfully"; click "Return to rotating collections home" to return to the
main Rotating Collections management page (or click Rotating Collections in the
sidebar).
-
To add items to a collection, click "Add or remove items" next to the collection's
name in the list of collections. Under "Add or remove items" scan or type in the
barcode of the item you wish to add to the collection, and hit Enter or click Submit
if necessary.
-
To remove an item from a collection, either click Remove next to the item's
barcode in the list of items within the collection or check the "Remove item from
collection" box next to the Barcode text box under "Add or remove items, and scan or
type in the barcode, clicking Submit or hitting Enter if necessary. Note: The "Remove
item from collection" checkbox will remain checked as long as you are on the "Add or
remove items" page, unless you uncheck it, to facilitate quickly removing a number of
items at a time by scanning their barcodes.
Transferring a collection will:
-
Change the current location of the items in that collection to the library it is
to be transferred to
-
Initiate a transfer from its original current location/holding library to the
current location/holding library it is to be rotated to. When a library receives a
collection they will need to check in the items to complete the transfer.
You can transfer a collection in one of two ways:
-
From the main Rotating Collections page, click on Transfer next to the title of
the collection you wish to transfer; choose the library you wish to transfer the
collection to and click "Transfer collection".
-
Or, from the "add or remove items" page for a collection, you can click the
Transfer button, choose the library you wish to transfer the collection to and click
"Transfer Collection".
Important
In order to complete the transfer process, the library receiving the rotating
collection should check in all items from the collection as they receive them. This
will clear the transfer so that the items are no longer shown as being "in
transit".
If an item in a rotating collection is checked in at a library other than the one it
is supposed to be transferred to, a notification will appear notifying library staff
that the item is part of a rotating collection, also letting them know where the item
needs to be sent.
