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[Koha-cvs] CVS: koha-doc/en/general newbieguide.html,NONE,1.1
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skemotah |
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Subject: |
[Koha-cvs] CVS: koha-doc/en/general newbieguide.html,NONE,1.1 |
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Date: |
Mon, 08 Nov 2004 17:25:57 -0800 |
Update of /cvsroot/koha/koha-doc/en/general
In directory sc8-pr-cvs1.sourceforge.net:/tmp/cvs-serv24062
Added Files:
newbieguide.html
Log Message:
Add first version of newbie guide HTML
--- NEW FILE ---
<html><head>
<meta http-equiv="Content-Type" content="text/html; charset=ISO-8859-1">
<title>Koha</title><link rel="stylesheet" href="html.css"
type="text/css"><meta name="generator" content="DocBook XSL Stylesheets
V1.65.1"></head><body bgcolor="white" text="black" link="#0000FF"
vlink="#840084" alink="#0000FF"><div class="article" lang="en"><div
class="titlepage"><div><div><h2 class="title"><a
name="d0e1"></a>Koha</h2></div><div><h3 class="subtitle"><i>A Newbie’s
Guide</i></h3></div><div><div class="author"><h3 class="author"><span
class="firstname">BWS</span> <span
class="surname">Johnson</span></h3></div></div><div><p
class="pubdate">2004-11-08</p></div><div><div class="revhistory"><table
border="1" width="100%" summary="Revision history"><tr><th align="left"
valign="top" colspan="2"><b>Revision History</b></th></tr><tr><td
align="left">Revision 2.0.0</td><td align="left">2004-11-08</td></tr><tr><td
align="left" colspan="2"><p>First XML markup (by Stephen Hedges) of the
original wiki page</p></td></tr></table></div></div></div><div></div><hr></div
><div class="toc"><dl><dt><span class="section"><a href="#d0e32">1. Copyright
>and License</a></span></dt><dt><span class="section"><a href="#d0e45">2.
>Disclaimer</a></span></dt><dt><span class="section"><a href="#d0e52">3.
>Credits / Contributors</a></span></dt><dt><span class="section"><a
>href="#d0e57">4. Audience</a></span></dt><dt><span class="section"><a
>href="#d0e72">5. Stuff you’ve got</a></span></dt><dd><dl><dt><span
>class="section"><a href="#d0e75">5.1. Got Koha</a></span></dt><dt><span
>class="section"><a href="#d0e80">5.2. Got stuff to
>catalogue</a></span></dt></dl></dd><dt><span class="section"><a
>href="#d0e85">6. What Now?</a></span></dt><dt><span class="section"><a
>href="#d0e106">7. Adding a New Branch</a></span></dt><dt><span
>class="section"><a href="#d0e148">8. Book Funds</a></span></dt><dt><span
>class="section"><a href="#d0e162">9. Currencies</a></span></dt><dt><span
>class="section"><a href="#d0e180">10. Item
>Types</a></span></dt><dd><dl><dt><span class="
section"><a href="#d0e192">10.1. Adding Item
Types</a></span></dt><dd><dl><dt><span class="section"><a
href="#d0e220">10.1.1. Not for loan</a></span></dt><dt><span class="section"><a
href="#d0e229">10.1.2. Loan Length</a></span></dt><dt><span class="section"><a
href="#d0e239">10.1.3. Renewals</a></span></dt><dt><span class="section"><a
href="#d0e256">10.1.4. Rental charge</a></span></dt><dt><span
class="section"><a href="#d0e263">10.1.5. Click
OK</a></span></dt></dl></dd></dl></dd><dt><span class="section"><a
href="#d0e273">11. Borrower Categories</a></span></dt><dd><dl><dt><span
class="section"><a href="#d0e291">11.1. Add
Category</a></span></dt><dd><dl><dt><span class="section"><a
href="#d0e299">11.1.1. Category code</a></span></dt><dt><span
class="section"><a href="#d0e304">11.1.2. Enrollment
period</a></span></dt><dt><span class="section"><a href="#d0e309">11.1.3.
Upperage limit</a></span></dt><dt><span class="section"><a
href="#d0e314">11.1.4. Age Required</a></span></d
t><dt><span class="section"><a href="#d0e319">11.1.5. Enrollment
fee</a></span></dt><dt><span class="section"><a href="#d0e324">11.1.6. Overdue
notice required</a></span></dt><dt><span class="section"><a
href="#d0e329">11.1.7. Issue limit</a></span></dt><dt><span class="section"><a
href="#d0e334">11.1.8. Reserve fee</a></span></dt></dl></dd></dl></dd><dt><span
class="section"><a href="#d0e339">12. Charges</a></span></dt><dt><span
class="section"><a href="#d0e374">13. Authorised
Values</a></span></dt><dt><span class="section"><a href="#d0e437">14.
Thesaurus</a></span></dt><dt><span class="section"><a href="#d0e472">15. MARC
tag structure and Links Koha - MARC DB work together</a></span></dt><dt><span
class="section"><a href="#d0e496">16. Links Koha - MARC
DB</a></span></dt><dd><dl><dt><span class="section"><a href="#d0e555">16.1.
Edit subfields page</a></span></dt></dl></dd><dt><span class="section"><a
href="#d0e607">17. MARC Check</a></span></dt><dt><span class="section"><a
href="#d0e619">18. Printers</a></span></dt><dt><span class="section"><a
href="#d0e624">19. Stop Words</a></span></dt><dt><span class="section"><a
href="#d0e635">20. Z39.50 Servers</a></span></dt><dt><span class="section"><a
href="#d0e670">21. System Preferences</a></span></dt><dt><span
class="section"><a href="#d0e830">22. Tools</a></span></dt><dd><dl><dt><span
class="section"><a href="#d0e833">22.1. MARC biblio
export</a></span></dt><dt><span class="section"><a href="#d0e848">22.2. Upload
MARC records in Breeding Farm</a></span></dt></dl></dd><dt><span
class="section"><a href="#d0e883">23. Catalogue
Search</a></span></dt><dd><dl><dt><span class="section"><a href="#d0e912">23.1.
Biblio Search Results</a></span></dt></dl></dd><dt><span class="section"><a
href="#d0e982">24. Adding a Patron</a></span></dt><dt><span class="section"><a
href="#d0e1009">25. How to place a reserve</a></span></dt></dl></div><font
color="red"><authorblurb><p>By BWS Johnson</p></authorblurb>
;</font><div class="note" style="margin-left: 0.5in; margin-right: 0.5in;"><h3
class="title">Note</h3><p>Most of this document is a copy of an editable wiki
page found at <a
href="http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide";
target="_top">http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide</a>,
which was last modified on Thursday, 22 July 2004 at the time of
copying.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e32"></a>1. Copyright and
License</h2></div></div><div></div></div><p>This document, <span
class="emphasis"><em>Koha: A Newbie's Guide</em></span>, is copyrighted (c)
2004 by <span class="emphasis"><em>BWS Johnson</em></span>. Permission is
granted to copy, distribute and/or modify this document under the terms of the
GNU Free Documentation License, Version 1.1 or any later version published by
the Free Software Foundation; with no Invariant Sections, with
no Front-Cover Texts, and with no Back-Cover Texts. A copy of the license is
available at <a href="http://www.gnu.org/copyleft/fdl.html";
target="_top">http://www.gnu.org/copyleft/fdl.html</a></p></div><div
class="section" lang="en"><div class="titlepage"><div><div><h2 class="title"
style="clear: both"><a
name="d0e45"></a>2. Disclaimer</h2></div></div><div></div></div><p>No
liability for the contents of this document can be accepted. Use the concepts,
examples and information at your own risk. There may be errors and
inaccuracies, that could be damaging to your system. Proceed with caution, and
although this is highly unlikely, the author(s) do not take any
responsibility.</p><p>All copyrights are held by their by their respective
owners, unless specifically noted otherwise. Use of a term in this document
should not be regarded as affecting the validity of any trademark or service
mark. Naming of particular products or brands should not be seen as
endorsements.</p></div
><div class="section" lang="en"><div class="titlepage"><div><div><h2
>class="title" style="clear: both"><a name="d0e52"></a>3. Credits /
>Contributors</h2></div></div><div></div></div><p>I am indebted to Paul
>Poulain for assistance with the Authorities section of this
>document.</p></div><div class="section" lang="en"><div
>class="titlepage"><div><div><h2 class="title" style="clear: both"><a
>name="d0e57"></a>4. Audience</h2></div></div><div></div></div><p>This
>guide is meant for people brand new to Koha. This guide is for people that
>aren’t on any automated library system whatsoever. That’s right
>kiddies, it’s for folks that covet stamper, card catalogue, and
>typewriter. We are old school. You might be a small rural public librarian
>like me, or you might be someone that has a big private collection that you
>want to keep tabs on.</p><p>Koha basically has three big parts – a
>mysterious Linux part, an Intranet, and an online catalogue. When you fir
st get Koha, the Intranet part is lime green, and the online catalogue or OPAC
is teal. You want to read this if you’re going to be dealing with the
Intranet part. The Intranet part is the part that lets you mess with the stuff
that people see on the online catalogue. There’s a lot to the Intranet,
but it’s not as mysterious to me as the Linux part of Koha.</p><p>Koha is
friendly enough to deal with if you are not a techie. Honest. My fiance was
kind enough to set me up on version 2.0.3r. After I selected all of my
server’s parts, I gave him a box of stuff which only ran me about $700,
and he turned it in to a server. After that, he stuck Debian Linux on it,
Apache, and of course Koha. Since then, he’s only needed to upgrade us to
Koha 2.0, which went swimmingly, and took only about 5 minutes. So, you can
convince the local tech guru to set this up for you in a couple of hours for
the initial installation of Koha, Apache, and Debian Linux. Then
you’ll need to call on them every now and then to run a rebuild of your
records (which is not scary or terribly time consuming) or an upgrade. If you
can get them to volunteer here and there, you’re set.</p><p>I’m at
a small rural public library, so I can’t afford to give money to the
developers right now. Hopefully when I’m fully migrated, I’ll be
able to divert a little money to the project so that all may benefit. If you do
have the money to spend, Koha is very valuable, and all of the developers are
working hard. I can offer my thanks to all involved in my project, as well as a
huge amount of gratitude. This manual is my way of helping, because I
can’t do much else. A hearty thanks to all of you developers. You are
truly helping to make a difference in my small town of 1,872. A thanks in
particular to Stephen Hedges who has put up with more than his fair share of
pestering from me.</p><p>I’ve only been messing around with K
oha for a couple of months. I’ve found in computer science there is
generally more than one way to do things. My degree is in Library Science,
though and not computer science. Also, I’m not yet circulating on Koha,
so there are things I’m guessing at. I’ll tell you when I
don’t know for sure.</p><p>Unfortunately for you, there’s a good
chance I might be doing things the slow and stupid way. I know that what
I’ve been doing works, but if you know a better way, please share it. In
my dreams, this is a wiki where everyone can edit as things
progress.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e72"></a>5. Stuff you’ve
got</h2></div></div><div></div></div><div class="section" lang="en"><div
class="titlepage"><div><div><h3 class="title"><a name="d0e75"></a>5.1. Got
Koha</h3></div></div><div></div></div><p>I’m operating on the presumption
th
at you have a computer with Koha installed on it. It doesn’t matter
whether you got someone else to do that for you, or whether you did it
yourself. If you did do it yourself, give yourself a pat on the
back.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h3 class="title"><a name="d0e80"></a>5.2. Got
stuff to catalogue</h3></div></div><div></div></div><p>This is the stuff that
physically comprises your library. It could be books, it could be records, it
could be DVDs. Koha doesn’t care what kind of materials you
catalogue.</p></div></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e85"></a>6. What Now?</h2></div></div><div></div></div><p>If
you’re like me, you got all excited about having Koha, and you want to
start adding stuff to the catalogue as soon as possible.</p><p>Luckily for us,
Stephen Hedges of Nelsonville Public Library has written a migrati
on guide. His guide is meant for people who have databases already. Since you
don’t, you’re stuck with me. I would advise you to read his stuff,
as well as the Koha manual. I know it’s a lot of reading, and you might
not understand a lot of it, but maybe some of it will stick.</p><p>From the
lime green Intranet screen, pick <span
class="emphasis"><em>Parameters</em></span> by clicking once on it, which is
the next to the last option on the screen. Put on your thinking cap, remember
the good ole days of library school. If you didn’t go to library school,
don’t despair. It’s still possible to deal with Koha.</p><div
class="important" style="margin-left: 0.5in; margin-right: 0.5in;"><h3
class="title">Important</h3><p>A little time spent on this step will save A LOT
of time later. So think first. Hard.</p></div><p>After picking parameters,
you’ll notice that Koha tells you </p><div class="blockquote"><blockquote
class="blockquote"><p>Fil
l these tables in the order they appear to get a working
Koha</p></blockquote></div><p>Let that sink in. Okay.</p></div><div
class="section" lang="en"><div class="titlepage"><div><div><h2 class="title"
style="clear: both"><a name="d0e106"></a>7. Adding a New
Branch</h2></div></div><div></div></div><p>Your first step is <span
class="emphasis"><em>Library Branches</em></span>. Click on it.</p><p>Now click
on <span class="emphasis"><em>Add New Branch</em></span>.</p><p>If you only
have one branch like me, this is a cake walk. Just like if you are doing your
collection at home, or just one collection of something, you’ll only need
one branch. If you expand later, I’m pretty sure Koha can deal with
adding a new branch later on.</p><p>Enter a short branch code. I’m pretty
sure Koha will only take 4 characters here. It doesn’t really matter. I
entered “MAIN” for my library.</p><p><span
class="emphasis"><em>Name</em></span> is the name of you
r library. I entered “Hinsdale Public Library.”</p><p>For <span
class="emphasis"><em>Address</em></span> I entered the street and mailing
address for my library.</p><p>Fill in your <span
class="emphasis"><em>Phone</em></span>, <span
class="emphasis"><em>Fax</em></span>, and <span
class="emphasis"><em>Email</em></span> and you’re all set.</p><p>If stuff
changes, or you mess up, you can click <span
class="emphasis"><em>Edit</em></span> on this screen, and you’ll be able
to put your new information in.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e148"></a>8. Book Funds</h2></div></div><div></div></div><p>As far
as I can tell, you don’t actually need to do anything for this. It is a
neat feature if you want to keep track of your budget, but I’m not
actually using it to its full capacity yet.</p><p>If you want to add your
stuff, click on <span class="emphasis"><e
m>Add Bookfund</em></span>. I entered “MAIN” for bookfund, and
“Hinsdale Public Library” for Name.</p><p>Now your new fund will
appear in the Book Funds screen, in the form of a light yellow bar and a lime
green one. Click on the piece of paper with a plus sign to tell Koha a little
more about your budget.</p><p>Koha wants a start date, end date, and a budget
amount. Note that Koha wants the European date format of Day, Month, Year, so
15th August 2004 would be 15/08/2004.</p></div><div class="section"
lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear:
both"><a
name="d0e162"></a>9. Currencies</h2></div></div><div></div></div><p>As far
as I can tell, you don’t actually need to do anything for this either,
UNLESS you just did your book fund.</p><p>If you want click <span
class="emphasis"><em>Currencies</em></span>, then <span
class="emphasis"><em>Add currency</em></span>. Mine is set to US DOLLARS at a
rate of 1. If yo
u need more than 1 currency, enter the rate, calculated from your "main"
currency.</p><div class="example"><a name="d0e175"></a><p
class="title"><b>Example 1. Currency rates:</b></p><p>EUR = 1 and USD
= 1.20 (or USD = 1 and EUR = 1/1.20 if you're in USA)</p></div></div><div
class="section" lang="en"><div class="titlepage"><div><div><h2 class="title"
style="clear: both"><a name="d0e180"></a>10. Item
Types</h2></div></div><div></div></div><p>This is super dooper important.
Really. But don’t panic. I’m not sure how many item types that the
database can handle, but I got all of mine in without busting anything.
I’ve got 28 item types, but I can only see the first 20 on the Item Types
screen. Don’t worry, the other 8 are in there. If you go to the OPAC, and
click on the recent acquisitions drop down menu, you’ll see all of your
item types.</p><p>So, what the heck are item types, anyway?</p><p>Well, I like
to have an item type for each
sort of thing that has it’s own shelving location in my library. You
might need more or less than the 28 that I have. The first 20 of my item types
are:</p><div class="blockquote"><blockquote class="blockquote"><p>Adult Audio
Book Fiction, Adult Audio Book Non Fiction, Adult Audio Book on CD Fiction,
Adult Audio Book on CD Non Fiction, Adult Fiction, Adult Magazine, Adult Non
Fiction, Board Book, Caldecott Award Book, Comic Book, Musical CD, DVD, Kid's
Easy Reader, Graphic Novel, Kid's Audio Book Fiction, Kid's Audio Non Fiction,
Kid's CD, Kid's Fiction, Kid's Magazine, Kid's Non Fiction (Interfiled with
Adult).</p></blockquote></div><div class="section" lang="en"><div
class="titlepage"><div><div><h3 class="title"><a
name="d0e192"></a>10.1. Adding Item
Types</h3></div></div><div></div></div><p>From the Item Type Admin page, click
on <span class="emphasis"><em>Add Item Type</em></span>.</p><p>Make up to a 4
letter code for your item. For example, the code for ̶
0;Adult Audio Book Fiction” in my library is “AAF”. You
won’t really see this code anywhere else again, it’s just there for
the computer to mess with.</p><p>What you and patrons <span
class="emphasis"><em>*will*</em></span> see is the description. When I listed
the first group of my item types, those were all descriptions. A good
description gives the patron and the staff a general idea of where the item is
found and what the item is. This is NOT where your Dewey goes or where the
precise location goes. It’s just general.</p><p>It’s crucial that
you get your item types straight, because if you decide that you really wanted
things to be different later on, you’re going to have to change the
individual MARC records for all that junk.</p><p>If your library genrifies
fiction, you need to create a new item type for each genre. I.E. an Adventure
item type for adventure books, a mystery item type for mystery books.</p><p>I
don’t
have a separate item type for paperback and hardcover, but you might want one
if you store them in different places.</p><p>Don’t panic if you
accidentally forget something. I forgot my DVDs when I first set up the item
types. Since we don’t have an old database, it’s not a big deal.
All you have to do is add the new item type, and you’re set. Just like if
you decide to start collecting something new, like music, at your library you
can go back and add an item type for music.</p><p>If this is not totally clear
to you, keep struggling with it until it is. It is super dooper important. If
you’ve got questions about it, feel free to email me at <tt
class="email"><<a href="mailto:mhelmen (at) illinoisalumni.org">mhelmen (at)
illinoisalumni.org</a>></tt>, and I’ll try to make you understand
it.</p><div class="section" lang="en"><div class="titlepage"><div><div><h4
class="title"><a name="d0e220"></a>10.1.1. Not for loan</h4></div></di
v><div></div></div><p>This is essentially your “building use only”
box.</p><p>I don’t use not for loan, because we don’t have much
that doesn’t circulate at my library. The stuff at my library that
doesn’t circulate is local history, so I didn’t want to ruin the
old maps and books by barcoding them.</p><p>You would check or tick off this
box if you had a collection, like reference, that you wanted to keep track of,
but you didn’t want to let leave your building.</p></div><div
class="section" lang="en"><div class="titlepage"><div><div><h4 class="title"><a
name="d0e229"></a>10.1.2. Loan
Length</h4></div></div><div></div></div><p>This is how long your checks out. At
my library, I have kept things very simple and all of our items check out for 2
weeks. So I put 14 for 14 days in this slot.</p><p>If you ticked the <span
class="emphasis"><em>Not for loan</em></span> box, the loan length box is
useless to you, so don’t put
anything in it, because you don’t want the item to check out. I think
Koha will just ignore you if you put something in here and the item is non
circulating.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h4 class="title"><a
name="d0e239"></a>10.1.3. Renewals</h4></div></div><div></div></div><p>If
you check or tick this box off, you let your lucky patrons renew whatever item
type you are working on. For instance, to let my Adult Fiction have a renewal
period, I ticked off the box. I think that Koha will renew your item for the
amount of days that you put in the loan length box. If this is wrong, please
let me know.</p><p>Because you’re setting an item type up for each type
of material you circulate, I believe that you can choose to let items be
renewed or no for each item type. So, theoretically, you could disallow users
from renewing their magazines, but allow them to renew their fiction. My
library just does the same loan period
on everything, so if this view of renewal in Koha is wrong, please let me
know.</p><p>Note that this is just a box. In my dreams, I’d be able to
fill in how many renewals I wanted. But alas, it is not to be in this version.
Seeing as how I didn’t pay for the software, I am not going to push my
luck with the kind and generous developers.</p><p>You can actually set the
renewals to however many you want. This involves a call to your local techie. I
don’t have a fig as to the specifics of this, and I’m just
rehashing what I read in Stephen Hedges’ <i class="citetitle">Migrating
to Koha</i>. You need to tell your techie to change the <tt
class="varname">renewalsallowed</tt> field in the Koha MySQL database to
whatever number you need for a given item.</p></div><div class="section"
lang="en"><div class="titlepage"><div><div><h4 class="title"><a
name="d0e256"></a>10.1.4. Rental
charge</h4></div></div><div></div></div><p>I believe that rental charg
e is where you would assign a fee if you want to rent your patrons stuff. Some
libraries charge money to rent a video instead of just lending it out. If this
is the case for materials in your library, I believe that you would put that
fee in this box.</p><p>I DON’T believe that you mess around with this box
if you want to charge an overdue fee on an item. I’m pretty sure that
that gets assigned in the in the charges section. Again, I’m not sure
because I haven’t started actually circulating on Koha.</p></div><div
class="section" lang="en"><div class="titlepage"><div><div><h4 class="title"><a
name="d0e263"></a>10.1.5. Click <span
class="emphasis"><em>OK</em></span></h4></div></div><div></div></div><p>After
all that work, it would stink to not save it. So make sure you click <span
class="emphasis"><em>OK</em></span> to save the changes after you’ve
puzzled it all out.</p></div></div></div><div class="section" lang="en"><div
class="titlepage">
<div><div><h2 class="title" style="clear: both"><a
name="d0e273"></a>11. Borrower
Categories</h2></div></div><div></div></div><p>To the database, there are types
of people as well as types of items. To have you better understand what impact
the borrower types have, I’ll go through what I put into borrower
categories in Koha. Just as defining item types was super dooper important, so
is defining your borrower categories.</p><p>For now, I’ve set up 5
borrower categories. They are: Adult, Youth, Trustee, Staff, and Non Resident
Borrower.</p><p>I didn’t want to lump in Non Residents with the rest of
these fine folks because in Massachusetts, we get funding to offset non
resident borrowing. You also might later want to know how many residents of
your town use your library. You might want to charge an annual fee for non
residents. Having a separate category lets you do all of that.</p><p>I
didn’t want to charge my trustees, my staff, or my library kids
fines. I also wanted my staff to know when they were waiting on a trustee. So
there’s the rationale behind those categories.</p><p>Notice that I
didn’t set up male / female categories. You’ll see that option when
you go to actually add a borrower, which happens later.</p><p>Again, it’s
crucial to understand how this works, or you’ll have a big headache
later. You can always change things, but you have a choice between assigning a
category now, or changing a bajillion patron records later. So if you still
don’t get it, feel free to email me at <tt class="email"><<a
href="mailto:mhelman (at) illinoisalumni.org">mhelman (at)
illinoisalumni.org</a>></tt>.</p><div class="section" lang="en"><div
class="titlepage"><div><div><h3 class="title"><a
name="d0e291"></a>11.1. Add
Category</h3></div></div><div></div></div><p>Click on <span
class="emphasis"><em>Add category</em></span> on the Category admin page when
you’re ready to start
.</p><div class="section" lang="en"><div class="titlepage"><div><div><h4
class="title"><a name="d0e299"></a>11.1.1. Category
code</h4></div></div><div></div></div><p>This field will only take 2
characters. Don’t panic. I don’t think you really see this field
much later. I believe it’s primarily around so that the database can
manipulate things. It’s the description field that will show later on. I
just used A,Y,T,S, and N for my borrower codes.</p></div><div class="section"
lang="en"><div class="titlepage"><div><div><h4 class="title"><a
name="d0e304"></a>11.1.2. Enrollment
period</h4></div></div><div></div></div><p>This is the number of years that the
person’s record will last. Suppose you wanted to charge non residents an
annual fee. When you set up a non resident record, you would set this slot to 1
and the enrollment fee to whatever you wanted to charge. I set mine stupidly
high so that I wouldn’t have to re-enter records annu
ally.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h4 class="title"><a
name="d0e309"></a>11.1.3. Upperage
limit</h4></div></div><div></div></div><p>This is what tells Koha the maximum
age someone can be for a given category. This is what you would mess with if
you want a separate category for children. I set mine for my children’s
category to 18. I’m not sure what happens once a kid turns 18, I’m
assuming Koha will produce an error, and that I will need switch them to the
Adult Borrower code.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h4 class="title"><a
name="d0e314"></a>11.1.4. Age
Required</h4></div></div><div></div></div><p>This is what tells Koha the
minimum age someone can be for a given category. For my Adults, I set this to
18.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h4 class="title"><a
name="d0e319"></a>11.1.5. Enrollment fee</h4></div></div
><div></div></div><p>This would be what you charge people to use your library
>patrons per annum. Originally, it was hardcoded at $30 a year, which you
>can’t change. However, if you set this to 0 to not charge your patrons,
>it will say $30 a year / Paid in the Members screen, so don’t
>worry.</p></div><div class="section" lang="en"><div
>class="titlepage"><div><div><h4 class="title"><a
>name="d0e324"></a>11.1.6. Overdue notice
>required</h4></div></div><div></div></div><p>This is a yes or no dropdown
>menu. I’m not precisely certain, but I suppose it helps keep track of
>overdues for a borrower category. It's used when creating overdue
>reports.</p></div><div class="section" lang="en"><div
>class="titlepage"><div><div><h4 class="title"><a
>name="d0e329"></a>11.1.7. Issue
>limit</h4></div></div><div></div></div><p>I believe this is the amount of
>stuff that a patron’s allowed to check out. I set mine to 99, thankful
>that I don’t have patrons that w
ant more than that. I once had a patron who would sign out in excess of 300
items. All of them came back in great shape, on time, every time. So, I would
suggest another digit on this box, especially if we want to draw in regional
libraries that lend to other libraries.</p></div><div class="section"
lang="en"><div class="titlepage"><div><div><h4 class="title"><a
name="d0e334"></a>11.1.8. Reserve
fee</h4></div></div><div></div></div><p>I’m jumping to the wild
conclusion that this is the amount you wish to charge a patron for placing a
hold. We don’t charge, so I set it to 0.</p></div></div></div><div
class="section" lang="en"><div class="titlepage"><div><div><h2 class="title"
style="clear: both"><a
name="d0e339"></a>12. Charges</h2></div></div><div></div></div><p>Ka-ching!
These are your fines.</p><p>Since you've been dutifully setting your database
up in order, you already did your borrower types. If you've been naughty, you
need to set your borrower ca
tegories before doing this table, or bad things will happen. Of course, if you
decide to add a new category later, you need to come back here and edit your
fines if applicable.</p><p>You also need to set up your item types before
messing with this. Again, you can always change things later if you need to add
something new.</p><p>You probably are looking at a whole bunch of</p><div
class="blockquote"><blockquote
class="blockquote"><p>0,,</p></blockquote></div><p>The tables look scary, but
they really aren't. The numbers I have in the Non Resident and Adult columns
are</p><div class="blockquote"><blockquote
class="blockquote"><p>0.1,1,1</p></blockquote></div><p>Of course decimals are
okay. For ppl using , as decimal separator (like in France), please use the "."
here anyway. The , is to separate the 3 numbers.</p><p>If they are okay, what
this does is charge 10 cents a day, after one day of grace, every
day.</p><p>Suppose you don't want to charge fines on children's books. Sin
ce you're clever, you've made an item type (possibly several) for your
children's books. Look at the item type you made for children's books on the
left of the table. Going horizontally across the table, KEEP the default of
0,,. Suppose you want to charge a buck a day for late videos after one day of
grace. No problem, go to the video item type and type</p><div
class="blockquote"><blockquote class="blockquote"><p>1, 1,
1</p></blockquote></div><p>Got it? Having the fines linked to both borrower
type and item type allows a library to charge a certain type of borrower for a
certain type of item, but not necessarily a different type of borrower for the
same type of item. Or one can charge for a certain item type regardless of the
sort of borrower. There are lots of possibilities here.</p><p>Remember to hit
the <span class="emphasis"><em>OK</em></span> button at the bottom centre of
the page or stuff won't save.</p></div><div class="section" lang="en"><div
class="titlepage"><div>
<div><h2 class="title" style="clear: both"><a
name="d0e374"></a>13. Authorised
Values</h2></div></div><div></div></div><p>When you define the MARC tag
structure you can select how the subfield is managed. If you enter nothing,
then the subfield is free. If you choose a category of authorized_value, then a
list will be shown and you can only choose a value in the list.</p><p><span
class="bold"><b>Sample :</b></span> the language of the document. A table
exists, defined by the LoC (and used even in french UNIMARC ;-) ).</p><p>The
table says :</p><div class="informaltable"><table border="1"><colgroup><col
width="50%"><col width="50%"></colgroup><tbody><tr><td>ang</td><td>old
english</td></tr><tr><td>eng</td><td>english</td></tr><tr><td>fre</td><td>french</td></tr><tr><td>fra</td><td>old
french</td></tr><tr><td>ger</td><td>german</td></tr></tbody></table></div><p>So,
enter those values in a authorized values list (say : category LANG), and set
langages subfield to "LANG".</
p><p>The 3 digit being the "code" and the complete "text" being "english" or
"french"...</p><p>Now, you have a list for the languages.</p><p><span
class="bold"><b>Better :</b></span> If you set subfield to "mandatory", no
empty value is possible.</p><p>If you set subfield to "non mandatory", an empty
value is automatically added and is the default one.</p><p><span
class="bold"><b>Still better :</b></span> The list is ordered by "text" in the
MARC editor.</p><p>You want to have by default, say "eng" ?</p><p>Ok, you must
know that the space is "lower" than any letter.</p><p>so, put " english" as
text instead of "english" (notice the space at the beginning), and... eng /
english is now the default value.</p><p>quite nice isn't it ?</p></div><div
class="section" lang="en"><div class="titlepage"><div><div><h2 class="title"
style="clear: both"><a
name="d0e437"></a>14. Thesaurus</h2></div></div><div></div></div><p>Thesaurus/
authority file is used in 2 ways :</p><div class="it
emizedlist"><ul type="disc"><li><p>manage authorised & rejected forms for
the same concept.</p></li><li><p>manage hierarchy of the
data.</p></li></ul></div><p>Like in authorised values, thesaurus is used in
MARC editor. If you choose a thesaurus category in for a subfield, then a popup
will open when you click on the <span class="emphasis"><em>...</em></span>
facing the subfield.</p><p>You can search in the thesaurus for a given value,
go up & down, add a value if you don't find whatever you need.</p><p>You
can also define rejected values. If you search & select a rejected value,
the authorised value will be put instead.</p><div class="example"><a
name="d0e458"></a><p class="title"><b>Example 2. Thesaurus values
:</b></p><p>“<span class="quote">Writer -- French -- Emile
Ajar</span>” is a rejected form of</p><p>“<span
class="quote">Writer -- French -- Romain Gary</span>”</p><p>If you search
"Ajar", you will find it. If you select
it, "Romain Gary" will appear magically.</p></div><p>Note that in 2.0, Koha
doesn't handle MARC management of a thesaurus/authority. So no "see also" or
"related values". It will be improved in 2.2.</p></div><div class="section"
lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear:
both"><a name="d0e472"></a>15. MARC tag structure and Links Koha - MARC DB
work together</h2></div></div><div></div></div><p>This is super duper
important. This jobby works with Links Koha - MARC DB. Stephen Hedges wrote
exhaustively on both of these in his work <i class="citetitle">Migrating to
Koha</i>.</p><p>Read this section and his until you understand what is going on
here, it's just that important. If you don't quite get it email me at <tt
class="email"><<a href="mailto:mhelman (at) illinoisalumni.org">mhelman (at)
illinoisalumni.org</a>></tt> and I will try to walk you through it.</p><p>I
would highly advise talking to a librarian who is a cataloguer if you
are not one prior to editing this part of the database. You need to really
think back to library school and try and understand all of these
tags.</p><p>When you get Koha, it comes with all of the MARC tags. That's a
heap. Chances are you will not be using ALL of the MARC tags. However, I would
advise against deleting any of these tags. You might not use them now, but you
might want to use them later. Also, they do not take up that much space.
Compared with the hassle you would face through accidentally deleting something
important, I would opt to keep them all. There are panels of evil geniuses that
decide which MARC tags to include in the LIS field, they are the uber
cataloguers. Try not to defy them and ruin standards by adding whacky fields or
deleting necessary ones.</p><p>You will not *see* all of the MARC tags on the
first screen. You will only see the tags beginning with 0. It is possible to
wade through the MARC waters by typing the number of the tag you wish to edit
. For instance, if I type just <b class="userinput"><tt>1</tt></b> into the
box and hit enter, the screen will bring up results for the hundred fields.
Since there aren't that many, it also brings up some 2xxs and 3xxs.</p><p>Your
1xx field is where the Author goes. Needless to say, this is an important field
so it ought to be linked to something. For right now, Koha cheats and kind of
looks over at the MARC record, but doesn't really use it to its full potential.
What this means to you is that you need to go back to the parameters screen and
pick --</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e496"></a>16. Links Koha - MARC
DB</h2></div></div><div></div></div><p>The first screen will bring up the links
to the biblio table. Notice that the second heading is for author. My screen
shows a link between author and Tag 100a. This means that when someone searches
using the OPAC and tries an author s
earch, Koha will send the search over to the 100a tag. If there is nothing in
that tag, nothing will be found under an author search.</p><p>This could be a
very big deal indeed if you are predominantly a music or video library. You
might even wish to change this link to 700a. I'm not certain that Koha can
handle more than one entry in the 700a field, which happens often.</p><p>Now,
there is an <tt class="varname">additionalauthors</tt> table in Koha under the
Links Koha - MARC DB screen. You get there by pulling down the menu underneath
the MARC links heading. You will see another author heading on the left, but
this time, you can edit it so that it is linked to 700a.</p><p>You can do this
by clicking on the folder icon on the right.</p><p>You will now see a page with
a bunch of pull down menus. Don't panic. These more or less correspond to each
major MARC field. The 7xxs live in the 8th pull down menu. Selecting 700 a -
Personal name from the 8th menu and then clicking on t
he OK button next to that pull down menu will link the additional author table
to that field of the MARC record.</p><p>Don't be scared to explore the pull
downs in order to figure out wher tags are kept. Nothing will change until you
hit ok at the right of the pull down.</p><p>You can only pick one tag at a
time.</p><p>To clear your selections, click the <span
class="emphasis"><em>HERE</em></span> button.</p><p>Now, since you changed
things, you need to run <tt class="filename">misc/rebuildnonmarc.pl</tt>
script. This is located in the mysterious Linux part of Koha. If you don't know
how to do this, ask your administrator or friendly volunteer. The actual
command takes two seconds to type in, but it goes through all of the
bibliographic records you have and converts them to the new set up, so if you
are changing something after you inputed thousands of records, it could take a
little while. With my server, I have had to run this a few times when I've
changed my mind. It took
my server just a couple of minutes, but if you have different hardware, it
could take longer.</p><p>You also need to be sure to run the MARC check after
changing things. Luckily for us, the MARC check is so easy even I can use it.
You just click on MARC check from the parameters screen and it will check for
errors. If it doesn't find anything, it tells you that you're OK and that's
that.</p><p>I have yet to have it find an error for me, so I can't yet give you
advice on what to do then.</p><p>Now you need to revisit the MARC tag structure
link so you can set things up the way you want. Continuing on our quest to mess
around with the author tag, type <b class="userinput"><tt>1</tt></b> into the
text box under MARC tag structure admin and hit enter on your
keyboard.</p><p>Pick the first heading for</p><div
class="blockquote"><blockquote class="blockquote"><p>100 MAIN ENTRY -- PERSONAL
NAME</p></blockquote></div><p>by clicking on the blue <span
class="emphasis"><em>subfields</
em></span> link. This will take you deeper into the dark underbelly of the
cataloguer's world. This is the stuff that Library School nightmares are made
of. After looking at these tables, I would advise you not to swim or eat for at
least a half hour.</p><p>In the very first column we've got the corresponding
MARC subfield. When you make a MARC record from scratch as a cataloguer, this
column is the subfield delimiter, or the stuff you put after the $ signs (or
whatever special character) in the MARC record. So for cataloguing this page
we'd have a heading of</p><div class="blockquote"><blockquote
class="blockquote"><p>100 1_ $a Helman, M. Brooke.</p></blockquote></div><p>In
our table we see that subfield a is in fact the Personal name field. The Koha
field shows a link to biblio.author, which means that Koha is filing this
subfield data under author, which is good. Then you have the standard
cataloguing rules that tell us that it's non repeatable and non
mandatory.</p><p>Ne
xt is the mysterious tab field. You'll note that a lot of these are set to -1.
It's time to ponder which tags you will never really use in cataloguing. The
tags you decide to neglect at your library should remain set to -1, that way
you don't see them when you add a record to the catalogue.</p><p>Obviously, you
will want to see the author tag. So we will click on the little folder at the
lower left of the subfields page. Which will bring up the --</p><div
class="section" lang="en"><div class="titlepage"><div><div><h3 class="title"><a
name="d0e555"></a>16.1. Edit subfields
page</h3></div></div><div></div></div><p>Holy drop down menus, Batman! Hang in
there, you will not need to see any of these pages with a great degree of
frequency after the first couple of days. Again we see that the first column on
the left corresponds to the piece of the MARC record we are working on. Which
is still 100a if you haven't been paying attentiion. It says "Personal name"
next to it. It ha
s Koha field biblio.author assigned to it. We're doing great!</p><p>Then once
again, there is the appearance of the mysterious tag field. Remember all of
those -1s on the previous page? When you get to the edit subfields page, the
drop down menus for all of those -1s read "ignore". My drop down menu tab for
100a is set to 2.</p><p>What this corresponds to is when I:</p><div
class="itemizedlist"><ul type="disc"><li><p>go all the way back to the very
first lime green Intranet page</p></li><li><p>select <span
class="emphasis"><em>Catalogue search</em></span> from the
top</p></li><li><p>select <span class="emphasis"><em>Add biblio</em></span>
from the navigation bar at the top middle of the page</p></li><li><p>and then
find a title for a record that is in the breeding farm</p></li><li><p>and click
<span class="emphasis"><em>okay</em></span> a lime green bar will appear that
reads "MARC biblio: "</p><p>Underneath that bar there is a bunch of numbers. If
I</p></li><li><p>select <s
pan class="emphasis"><em>2</em></span> by clicking on the blue 2</p><p>Viola!
I will see our friendly neighbourhood 100a field.</p></li></ul></div><p>Now
that was a lot of steps to go through. However, you practically only need to do
this the first few days you have Koha as you decide which fields you want to
see first when you edit or add a bibliographic record.</p><p>You need to repeat
this process for every subfield you wish to be able to edit. It is tedious, but
worth it. This lets you pick exactly what fields you would like and in what
order you wish them to appear. You can always go back later and change these
tabs if you decide you want to edit a field. However, if you think things
through first, you will save yourself from a lot of retroactive
cataloguing.</p><p>I strongly suggest you review your cataloguing, because
there are a lot of new neat features to MARC, such as the 856u field. I am a
big fan of using this field in Koha. It shows up in the Koha OPAC as a link
to a URL which your patrons can click on right from a book's catalogue
record. Quite often it's a link to a summary of the book.</p><p>This is the
hardest thing to figure out after you install Koha. So, if you get used to this
part, it's all down hill. :)</p></div></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e607"></a>17. MARC Check</h2></div></div><div></div></div><p>Run
this check after messing around with your MARC tag structure and your Database
Links.. I've never gotten an error, so I wouldn't know how to reverse one if I
had one.</p><p>All you have to do to run this check is click on the <span
class="emphasis"><em>MARC Check</em></span> link on the Parameters
screen.</p><p>If it does find an error, I would stop whatever you're doing and
ask for help on the Mailing List.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="d0
e619"></a>18. Printers</h2></div></div><div></div></div><p>This is where
you set up printers. I'm not going to do that, so I'd appreciate someone
filling information in about how to do that.</p></div><div class="section"
lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear:
both"><a name="d0e624"></a>19. Stop
Words</h2></div></div><div></div></div><p>Stop words are ignored during
searches. I'm still a novice, so I haven't messed around with adding stop words
yet. So currently, if I click on <span class="emphasis"><em>Stop
words</em></span> it takes me to the “<span class="quote">Stop words
admin</span>” page. Out of the box, Koha has "THE" as a stop word. You
might want to add "A" "AN" or other stop words to clean up your searches, but I
didn't mess with this yet.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e635"></a>20. Z39.50 Servers</h2></div></div
><div></div></div><p>Edit me, please.</p><p>This part is going to be important
>for people that are migrating. There are also a lot of tricks to getting it
>to work correctly. Check the mailing list for this topic, as there's
>information about the daemon and more about getting this part
>running.</p><p>Right now, if I click this link, it shows me the Library of
>Congress server. If I click on the folder for that server at the right, I can
>edit it.</p><div class="itemizedlist"><ul type="disc"><li><p>The first part
>is its name.</p></li><li><p>The second field is the hostname, or place in the
>internet that you can find it. In this case, it's “<span
>class="quote">z3950.loc.gov</span>”</p></li><li><p>The port is
>“<span class="quote">7090</span>”</p></li><li><p>The database is
>“<span class="quote">voyager</span>”</p></li><li><p>Nothing is
>set in Userid or Password</p></li></ul></div><p>I believe that checked and
>rank relate to the order in which Koh
a will handle them, so if you like the results from a given server, make this
number low like 1 or 2.</p><p>The syntax is your MARC syntax. What flavour are
the rest of your records? Are they MARC21 or UNIMARC? Pick whichever they are
from this drop down menu.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e670"></a>21. System
Preferences</h2></div></div><div></div></div><p>This is a lot of miscellaneous
stuff that you'll want to take a look at. After clicking on <span
class="emphasis"><em>System preferences</em></span> you'll get the “<span
class="quote">System preferences admin</span>” page.</p><p>You'll see
three columns : Variable, Value and Explanation. Here are what the first two
are set to in my system.</p><div class="informaltable"><table
border="1"><colgroup><col width="33%"><col width="33%"><col
width="34%"></colgroup><tbody><tr><td align="left"><span class="bold"><b>Variabl
e</b></span></td><td align="left"><span
class="bold"><b>Value</b></span></td><td align="left">[author's
comments]</td></tr><tr><td align="left">acquisitions</td><td
align="left">normal</td><td align="left"> </td></tr><tr><td
align="left">authority sep</td><td align="left">--</td><td
align="left"> </td></tr><tr><td align="left">autoBarcode</td><td
align="left">0</td><td align="left">I didn't want Koha to come up with a
Barcode - I already had barcodes, so I obviously wanted the database to match
what was on my books</td></tr><tr><td align="left">autoMemberNum</td><td
align="left">0</td><td align="left">Again, I didn't want Koha to generate stuff
for me. I work in a small town where everyone was assigned a number, which they
remember and use to check out materials. They also use their numbers to check
the cards in the books to see if they've read a given book. When I first got to
the Library, I started to scratch these out because of privacy concerns, but my
patrons
yelled at me, because they couldn't figure out what they read anymore. So this
was a big plus to having Koha - they wouldn't need a new long barcode
number.</td></tr><tr><td align="left">checkdigit</td><td
align="left">none</td><td align="left"> </td></tr><tr><td
align="left">dateformat</td><td align="left">metric</td><td align="left">This
means my date is day month year instead of month day year or even ISO which is
year month day.</td></tr><tr><td align="left">gist</td><td
align="left">0.125</td><td align="left"> </td></tr><tr><td
align="left">insecure</td><td align="left">no</td><td align="left">This one's
important. I'm pretty sure if you set this to "Yes" other folks can mess with
your administrative stuff without needing a password. That means nice people
like Paul can fix stuff, but it means evil folks can do bad stuff. You might as
well just have a password. It's not hard. To have the secure no value, click on
this, and make sure the value is set to 0.</td>
</tr><tr><td align="left">kohaadminemailaddress</td><td
align="left">address@hidden</td><td align="left">Go ahead and write me
;)</td></tr><tr><td align="left">Library Name</td><td align="left"><div
class="literallayout"><p>Hinsdale Public Library<br>
Koha Free Software<br>
Koha : a gift, a contribution<br>
in Maori</p></div></td><td align="left">This one's neat. If you mess with
this value, it will show up on the first OPAC screen right above the little
wave. It obeys HTML, so if I click on the edit folder to the right of this
field, I actually have “<span class="quote"><B>Hinsdale Public
Library</B><BR><BR><BR> <i><b>Koha Free
Software<br/> </b>Koha : a gift, a contribution<br/> in
Maori</i></span>” as the value. As always, click OK to save your
changes.</td></tr><tr><td align="left">marc</td><td align="left">yes</td><td
align="left">I would set this to yes even if you aren't terribly sure how to
catalogue with MARC. Later, I'll go through how someone would add a basic
record in MARC.</td></tr><tr><td align="left">marcflavour</td><td
align="left">MARC21</td><td align="left">This is the MARC that serves me best
in the States.</td></tr><tr><td align="left">maxoutstanding</td><td
align="left">99</t
d><td align="left">If you don't want your patrons to be able to place reserves
if they already have 5 books out, you would set this to 5. I don't care how
many books my patrons have out, so I set this to 99. I wish there were one more
digit to this number. It's not common to have more than 100 items out, but it
does happen. What hasn't happened to me is a situation that would warrant more
than 999 books out to one person or agency.</td></tr><tr><td
align="left">maxreserves</td><td align="left">5</td><td align="left">This is
the number of requests someone can make. I arbitrarily set it to 5, because I
think that it's fair.</td></tr><tr><td align="left">noissuescharge</td><td
align="left">99</td><td align="left">I believe that this is what you would
change to limit patrons to a certain number of materials at a time. I'm open
with my policies, but it would be very useful to other people to have this tied
to the item type and borrowers tables. That way, a library could limit a p
atron to as many books as a patron wanted, but have a limit to DVDs.
Alternatively, adults would be able to check out as much as they wanted, but
kids could be limited to 10 items at a time. I wouldn't limit kids, but there
are some people out there that would want that.</td></tr><tr><td
align="left">opaclanguages</td><td align="left">en</td><td align="left">This
sets my OPAC to English.</td></tr><tr><td align="left">opacthemes</td><td
align="left">default</td><td align="left">You can change your OPAC theme. There
is information on how to do that on the mailing list archive, but since that
deals predominantly with the mysterious Linux part, I don't know how to mess
with mine.</td></tr><tr><td align="left">template</td><td
align="left">default</td><td align="left">I just left this alone,
too.</td></tr><tr><td align="left">timeout</td><td align="left">1200</td><td
align="left">This is the time in seconds until you get that annoying "Your
session expired, log back in" type of m
essage. You don't want to set this so high that someone else can mess with the
database while you're off doing something else BUT you don't want it so short
that you have to relogin every time something distracts
you.</td></tr></tbody></table></div><p>Give yourself a big pat on the back!
You're done all of the setup stuff you need to do in order to do actual work
with Koha. :) On to tools!</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h2 class="title" style="clear: both"><a
name="d0e830"></a>22. Tools</h2></div></div><div></div></div><div
class="section" lang="en"><div class="titlepage"><div><div><h3 class="title"><a
name="d0e833"></a>22.1. MARC biblio
export</h3></div></div><div></div></div><p>Click on this to get a rough backup
of your bibliographic records OR get an export you can send to a friend. I use
it to backup my records by clicking on <span class="emphasis"><em>MARC biblio
export</em></span> and then NOT filling anything in, s
o that ALL of my records are saved to a file. Clicking export will download
all of your records to whatever path you have as a download default if you're
using a Mac. If you're on a Windows machine, a download window will pop up. You
then select a folder you want, and Koha will put a file called <tt
class="filename">marc.pl</tt> there. I believe that the location ends up
showing in these records, so they aren't precisely clean.</p><p>If you want to
send just a record or two, you need to adjust the range to reflect what records
you want to export.</p><p>Exporting copies information OUT of the database and
assigns it to a file - Importing puts information FROM a file INTO the
database.</p></div><div class="section" lang="en"><div
class="titlepage"><div><div><h3 class="title"><a
name="d0e848"></a>22.2. Upload MARC records in Breeding
Farm</h3></div></div><div></div></div><p>You will see this option a lot, so get
used to it. After you've found your wily MARC record, click o
n <span class="emphasis"><em>Upload MARC records in Breeding Farm</em></span>
to actually get it into the Koha breeding farm. The breeding farm is a pool of
records that you've uploaded into Koha in order to link those records to
materials that you own. There are two big steps to adding a record to your
catalogue. This is step one. I'll go into this more in the next section Adding
an Actual Item to Koha.</p><p>You need to remember where you've stored your
MARC record on your computer. Then hit <span class="emphasis"><em>Choose
File</em></span> to browse for your file. Click on it when you find it, and
that will take you back to this screen, and there will be a path to the file
displayed.</p><p>You can name your record. This is useful if you have a
paperback ISBN and a hardcover, or two files for the same item, or if you want
to be anal retentive. I don't name my files most of the time, so feel free to
leave this blank.</p><p>Next, select your flavour of MARC. Make sure this
is consistent with the other times Koha asked this.</p><p>Finally, there are 2
radio buttons. These relate to what will happen if Koha finds an item with the
same ISBN in the breeding farm. Usually, I keep this set to “<span
class="quote">Ignore this one, keep the existing one.</span>” That way,
if I try to import the same record, Koha doesn't add another breeding record to
the pool. Sometimes, I set the radio button to “<span
class="quote">Overwrite the existing one with
this.</span>”</p><p>Sometimes when I go to link the actual MARC record, I
notice that it is missing fields, or an Audiobook record that I fetched is
digital instead of analogue, et cetera. So I go back, find a new MARC record
that is better suited to the item I have in my Library, and then select this
option to overwrite the old record.</p><p>Koha can only import one file at a
time. It is possible to save multiple MARC records in a single file.</p><p>When
you click <span class="empha
sis"><em>Import</em></span>, you will see a screen that confirms that a
certain number of records were imported into the breeding farm. This is where
it will tell you if something is already in Koha.</p><p>I've noticed that when
you use III Innopac records, you get an extra record for your breeding farm. So
if you saved 6 records in your search, Koha will think that there are 7. I
believe that this is because III adds a proprietary junk record to your saved
search. Otherwise, it's nothing to worry about.</p></div></div><div
class="section" lang="en"><div class="titlepage"><div><div><h2 class="title"
style="clear: both"><a name="d0e883"></a>23. Catalogue
Search</h2></div></div><div></div></div><p>Now that you've got a MARC record or
two in your breeding pool, it's time to link them to the actual book so that
your barcode will be attached to the book, and the computer will know which
branch it's at, et cetera.</p><p>To start the linking process start at the lime
green Int
ranet page, and choose <span class="emphasis"><em>Catalogue Search</em></span>
by clicking on the top purple option. This will take you to a scary looking
MARC search page. I almost never use that search. Instead, click on the <span
class="emphasis"><em>Add Biblio</em></span> option at the top of the page under
Reports. This will sneakily highlight the Acquisitions bar at the top of the
screen, but don't sweat it.</p><p>In order to find your record, you either need
to know the Title or the ISBN. I hope that in future there will be an author
option.</p><p>There are a few things to keep in mind:</p><div
class="itemizedlist"><ul type="disc"><li><p>If your title starts with A, An,
The or any other little word, you NEED to type that part in. This is NOT true
once the record is fully linked, but it is so for this search. So, if you want
to link _The Firm_ by John Grisham, you need to type "The Firm" -- plain old
"Firm" won't cut it.</p></li><li><p>If you have a barcode scanner, yo
u can cut out a lot of typing by using the ISBN text box. Keep in mind that
oftentimes the ISBN barcode is NOT the ISBN. This is not a Koha issue, it's a
barcode thing. There's generally a 978 before the ISBN, and the last digit is
often different from the last digit of the ISBN. On DVDs, sometimes the barcode
is *nothing* like the ISBN. Even with all of this stuff, it is faster to do
things this way than it is to do all the number
typing.</p></li></ul></div><p>Continuing with our Grisham theme, I will type
"The Firm" into the title text box, and click on <span
class="emphasis"><em>Go</em></span>.</p><div class="section" lang="en"><div
class="titlepage"><div><div><h3 class="title"><a
name="d0e912"></a>23.1. Biblio Search
Results</h3></div></div><div></div></div><p>You now get a new screen that shows
the results you get. There are two different flavours of result:</p><div
class="itemizedlist"><ul type="disc"><li><p>Biblios in Koha</p><p>Biblios in
Koha are things that ar
e already fully linked and in your database. For now, we aren't bothering with
those, and you shouldn't have any in your database yet. The other flavour
is</p></li><li><p>Biblios in breeding farm</p><p>These are all of your wily
MARC records that you've been slaving over. There might be just one to select,
or in the case that you've gotten an audiobook, a video, and a regular book all
of the same title, there will be multiple records. I am automating my
collection in an order of sorts. I started with all of fiction. I moved to
audiobooks. So I know that an audiobook breeding record came AFTER a regular
book breeding record. So, if there are multiple records in the breeding farm
for _The Firm_ I can move my mouse arrow over the <span
class="emphasis"><em>Add Biblio</em></span> link and hold it there. A URL will
appear in the lower left gray bar of my browser that ends in a number. That
number is the number of the record in the breeding farm. One of my breeding ids
for _The Fi
rm_ is 1117 and the other is 2745. 2745 is listed on the biblios in breeding
farm list BEFORE 1117. I know that 2745 is my audiobook and 1117 is my regular
book.</p></li></ul></div><p>Even if I didn't know all of this stuff, it doesn't
matter. I could always click on <span class="emphasis"><em>Add Biblio
</em></span>which will bring up the <span class="bold"><b>MARC
biblio</b></span> screen.</p><p>There's stuff in the MARC record that will give
me a clue as to whether it is a book or not. Remember all of those tabs that
you dealt with in the Edit Subfields section of the MARC tag structure admin
page? Well, this is payoff time. I select the tab that I assigned to 300a the
Physical Description, by clicking on the 6 at the top of my MARC biblio screen.
(Your 300a field might be on tab 3 like a normal person would have it. You can
always click through until you see where you kept it. If you don't find it, go
back to MARC tage structure and make sure you don't have it set to "ig
nore". You didn't delete it, did you?)</p><p>300a tells me the extent, which
in the case of this audio is 2 sound cassettes. This field will be a giveaway
as to what sort of item type the record belongs to.</p><p>Speaking of item
type, there are a couple of important fields involved so that Koha will display
the right type in the OPAC. The field that will change the listing for Item
Type in my OPAC is 300f. So I definitely want to use the drop down menu on this
field so that I select the Item Type so that my staff and my patrons will find
the item.</p><p>After you've gone through all of the tabs at the top, which are
numbered 0-9, and you've changed all of the stuff you want to change, hit <span
class="emphasis"><em>Save</em></span> to save the record. If you don't click on
<span class="emphasis"><em>Save</em></span>, it won't save, and you'll go bald
tearing out your hair. We don't want that.<i><span class="remark">Hitting save
on a Mac running Safari seems to take a ridicu
lous amount of time. So, when I'm on the Mac, I use Internet Explorer. For
some reason, this seems to run faster than Safari.</span></i></p><p>After you
hit <span class="emphasis"><em>Save</em></span>, you get a new screen. There's
a section called <span class="bold"><b>New Item</b></span> with a few drop down
menus. If you have branches, you need to select the appropriate ownership for
the book from the first two drop down menus. I don't have branches, so I make
sure I select Hinsdale Public Library from both dropdowns. It would be sweet to
have these already filled in for me. If you acquire a new branch (Hooray!) you
can go back to the first option on the Parameters screen and type the
information in.</p><p>See why it was important to do everything on the
Parameters screen first?</p><p>The p field is where your barcode goes. You know
what? You can use a barcode scanner in this field which will make your life a
whole bunch easier! I got a Cue Cat barcode scanner on Ebay for
about $15, and it works fine with this field. When I'm at home, I cut and
paste the first part of my barcodes. They begin 304540000 which I highlight,
and then I hold down the Control button and C at the same time to copy it.
Later, as long as I haven't copied something else, I can hold down Control and
V to paste it. If you have a happy techy, they should be able to easily assign
this to an unused function key like F7.</p><p>There is also a price field that
you can fill in with a replacement cost. Theoretically, this information should
be part of the MARC record.</p><p>The date accessioned can be filled out to
include the date that you got the item. That could be useful to you for weeding
materials.</p><p>I don't use the Not For Loan field because all of the stuff
that will be in my catalogue will be for loan.</p><p>When you are all done
editing these fields, click on <span class="emphasis"><em>Add Item</em></span>.
You'll see that the drop downs reset themselves, and you'
ll see your item under Existing Items now.</p><p>Suppose you were to enter a
redundant barcode. Koha would catch this and yell at you for it. There would be
a red error message at the bottom of the page that tells you the barcode
exists. To change a barcode, you need to click on the little folder to the
right of the barcode field under existing items. BUT you want your new item to
have a barcode so that everything saves okay. You can always change the new
fake barcode later. Generally, this problem won't happen at all with a barcode
scanner and prefabbed barcodes.</p><p>Congratulations! You've got a new record
in Koha. You'll need a record for everything in your library. This is like to
take a long time. Just stick with it, and you'll get done.</p></div></div><div
class="section" lang="en"><div class="titlepage"><div><div><h2 class="title"
style="clear: both"><a name="d0e982"></a>24. Adding a
Patron</h2></div></div><div></div></div><p>Now that your system is set up, and
your books and stuff are in the computer, you'll want to add your patrons.
This is very simple to do.</p><p>From the green Intranet screen, type a name
into the Member Search box and press enter.</p><p>Yes, yes, I know that you
don't have patrons yet. Just trust me.</p><p>Nothing will show up when you
search for that name, but you'll have the option of adding a member.</p><p>Go
ahead and click on the <span class="emphasis"><em>Add Member</em></span>
button.</p><p>Everything that has an asterisk * will need to be filled
in.</p><p>After you're done, click <span
class="emphasis"><em>Save</em></span>.</p><p>This will bring you to a
confirmation page.</p><p>Don't worry if you have to change something later on.
You can very easily search on the patron's name from the Member pages or the
Search box on the Intranet screen, and then click on the patron. You can then
choose modify and make any necessary adjustments.</p></div><div class="section"
lang="en"><div class="titlepage"><div>
<div><h2 class="title" style="clear: both"><a name="d0e1009"></a>25. How
to place a reserve</h2></div></div><div></div></div><p>From the Lime Green
Intranet screen, select the Green <span class="emphasis"><em>Member
Search</em></span> option by clicking on it.</p><p>Use the text box OR the
letters to pull up the borrower who would like to make a request.</p><p>Once
you've arrived at that borrower, thier name will be in big bold text at the top
of the page.</p><p>Scroll down the page using the scroll bar at the right of
your browser.</p><p>Near the bottom on the left, there is a box that reads
<span class="emphasis"><em>Modify User Flags</em></span>. Select it by clicking
on it.</p><p>A new screen will appear with all sorts of options. If you want
patrons to be able to reserve books for themselves, check the box that has
<span class="emphasis"><em>Reserve books for self</em></span>. Note that right
now, protections are such that things are all or nothing. What this means
is that someone is given administrator rights to EVERYTHING even though they
should only be able to do certain things. This is very crummy indeed, and a fix
is in the works. So seriously think about whether your patrons will set their
own holds, or you will do it for them. Of course, if it gets fixed, then this
won't be the case any more.</p><p>You should not have to do that procedure more
than once for each borrower.</p><p>Return to the Member page that has the big
bold type name at the top of the screen. Scroll to the bottom. This time,
select <span class="emphasis"><em>Change Password</em></span> by clicking on
it. This will bring up a screen with a username and password. Set the username
to something the kid will remember, then set the password to something else the
kid will remember. The password box will be filled with an automatically
generated password. You can simply type over that, or hand it to the kid.
HOWEVER, remember that UNIX is case sensitive, so if you use
caps or the computer generates capitals, they have to be there.</p><p>Now,
when you see the book that they want in the OPAC, you can reserve it, but you
need to logon with the username and password you just created.</p><p>Well, you
might not want to do things that way at all. You might want to make the patrons
ask you for a reserve themselves. If you want to request things for the patron,
you need to make sure that you are logged on as the admin. If not, remember how
you got to the Modify User Flags screen, and modify the login to be able to
make holds for other patrons. So make sure there's a check next to <span
class="emphasis"><em>Reserve for others</em></span>.</p><p>Go to the lime green
intranet screen, and select the first purple option <span
class="emphasis"><em>Catalogue Search</em></span> by clicking on it. Select
<span class="emphasis"><em>Quick search</em></span>. Type in the title of the
book you want. There will be a link labeled <span class="emphasis"><em>Requ
est</em></span> to the right of the title. Select it by clicking on
it.</p><p>You will now see a screen that reads "Requesting" and the
title.</p><p>Put the patron's number in the text box under Member Number and
click <span class="emphasis"><em>Request</em></span>.</p><p>Now suppose you had
an audio book and a hardcover. You can request the hardcover by clicking the
checkbox to the left of the item that corresponds to the hardcover and that
would make Koha get only the hardcover.</p><p>Remember, feel free to nag me.
:)</p></div></div></body></html>
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