Acquisitions
How to add a branch filter to search results on the staff side of Koha
When a standard search is completed on the staff side, results from all branches will be returned. It is possible to include the option to narrow down search results to items that are available in the branch the staff member is logged into. Navigate ...
How to display two or more fields in the same cell of a report result
This document will outline how to use the concatenate function in SQL reporting in Koha. This function will display specified fields in an SQL report in the same column. For more details on how to find and view reports on your system, please check ...
Request circulation notices to be enabled
There are five circulation notices that can be enabled to notify patrons of items about to become overdue or are fully overdue. The form included in this document allows libraries to send on the details of the notices to be enabled on their system. ...
The two most common SQL statements within Koha application reports
This document will outline the two most common statements which appear in SQL reports run in the Koha application. SQL reports within the Koha application can only be run the return information that exists in the database, however, other SQL tools ...
How to set the overdue report to run automatically or manually
This document will outline the options for setting the overdue report to run either automatically when it is clicked or to run only after the filters have been manually set. Navigate to the FilterBeforeOverdueReport system preference Go to Koha ...
How to add/remove a field from the Quick add new patron form
This document will outline how to customise the fields which appear on the Quick add new patron form. The intention of the Quick add new patron form is to add new accounts to the system as fast as possible without prioritising a detailed account. ...
22.05 - How to change the default sort order of the saved reports table
This document will outline how to set the default sort order of the saved reports table by the preferred column. For more information on the saved reports table in general, please check our Help Centre or submit a ticket with any specific questions ...
How to allow a musical excerpt to be played on bibliographic record on the OPAC
This document will outline how allow a section of a musical score to be playing on the OPAC for bibliographic records that have musical details recorded in the 031 fields. Using this feature depends on working with a framework that includes 031 ...
How to display a musical score on a record on the OPAC
This document will outline how allow a section of a musical score to appear on the OPAC for bibliographic records that have musical details recorded in the 031 fields. Using this feature depends on working with a framework that includes 031 fields ...
Who can view baskets in the Acquisitions module?
This document outlines how to define which staff members can view a basket assigned to a vendor. Set system preference Go to Koha administration > Global System preferences and search for AcqViewBaskets. This will bring up a system preference of the ...
When to create item records for titles brought in through the Acquisitions module
This document will outline the options for setting a default functionality for creating item records for copies of titles added through the Acquisitions module. While it is possible to set up default behaviour for creating item records for titles ...
Retaining Acqisitions details for a deleted item
Retaining Acquisitions details for a deleted item When you order an item in Koha, the acquisition details are linked to the bibliographic record so that when you search the catalogue, you can view the order details by clicking on the Acquisitions ...
How to re-arrange the order of subfields
Koha frameworks shape MARC21 into workforms of information library staff can use to create records for their catalogue. The fields in these workforms can be edited in a variety of ways through the associated framework. This document will outline how ...
How to set up a collection code
This document outlines how to add a new collection code to the Koha site. Step 1 - Navigate to the collection code table Go to Koha administration > Basic parameters > Authorized values. This will take you to a new page with a table of authorised ...
Adding a new Currency
How to Add a New Currency This document explains how to add a currency. Before any orders can be placed you must first enter at least one currency. From the Acquisitions home page, select Currencies on the left hand side, or from the System ...
How to set predefined fields in a patron form to match their guarantor
It is possible to set the content in specified fields on the guarantee's account to match the content in the guarantor's account. For more information on the guarantor/guarantee relationship, please check our Help Centre. How to enable the system ...
How to prevent a guarantor from checking out if multiple guarantees owe a certain amount in fines
It is possible to link multiple patron accounts as guarantees to a guarantor's account. If a guarantor has multiple guarantees, it is possible to set up their relationship so if one or more of the guarantees or if all the guarantees cumulatively have ...
How to prevent a guarantor from checking out if their guarantee owes a certain amount in fines
It is possible to set up a guarantor/guarantee relationship so if a guarantee owes more than a defined amount in fines, the guarantor can be prevented from checking out until the fines are reduced. For more information on the guarantor/guarantee ...
How to define the preferred contact method for a patron
It is possible for patrons to have multiple methods of contact, including phone numbers, email and fax, in addition to secondary options for all mediums. This document will outline how to flag on the patron account which of these methods should be ...
How to allow patrons to view their fines on the OPAC
If a library charges fines through Koha, it is possible to allow patrons to view fines they might owe or have previously paid on the OPAC. Enable the functionality Go to Koha administration > Global System Preferences and search for OPACFinesTabs. ...
How to add a report of the most checked out items to the OPAC
This document will outline how to enable a report on the OPAC for the most commonly checked out titles. This feature will be available if the patron is logged in or not, but there will be some slight differences in results based on the branch the ...
Zoho Desk: Password Reset
Go to: https://desk.zoho.eu/portal/interleaftechnologyltd/en-gb/home Click on Sign In Select forgot password Enter users email address Enter the word seen in the security image Click on submit to have the password reset link sent to the customer. ...
Ordering from Purchase Suggestions
Ordering from Purchase Suggestions Release 20.11 provided new features for processing Purchase Suggestions. This FAQ looks at ordering from Purchase Suggestions. If you are unfamiliar with the ordering process, please refer to the separate FAQ for ...
How to archive purchase suggestions
Purchase suggestions can be made by patrons on the OPAC to request the library get in specific materials. This document will outline how staff can archive purchase suggestions on the staff side so they no longer appear by default on the purchase ...
FAQ - FTP to ProQuest for EDI
ProQuest Change FTP Server for EDI If you use the KOHA EDI facility for processing your acquisitions from ProQuest you will have received a notification that they are making changes on April 12th, 2021. We at ProQuest are committed to empowering ...
Invoice Search
Filters on the Invoice Search This document explains how the filters on the Invoice Search work. From the Acquisitions home page, select Invoices on the left hand side. You will be offered a long list of search filters and you can enter data ...
How to add a new field to the z39.50 search results
The z39.50 feature allows staff to import a copy of a bibliographic record that has already been catalogued by another library. Initial z39.50 results show a standard selection of fields with information about the returned records, however, it is ...
Setting up Budgets for the new financial year
End of Year - Setting up Budgets for the new financial year In this example we are taking the 2014 budget and creating the 2015 budget. Go to Administration > Budgets Beside your 2014 Budget, click on the dropdown beside Action and select Duplicate. ...
Receiving an Order for a newer Edition
How to Receive an Order for a newer Edition This document explains how to receive an order when the vendor supplies a newer edition of the book. The original order was placed for the 2nd Edition of Gray’s Anatomy for Students. The supplier ...
Placing an Order
How to Place an Order This document explains how to place an order. To place an order you must first search for the vendor or bookseller you want to send the order to. Enter part of the vendor name and click submit or just click submit to list all ...
Searching for an Order
Searching for an Order This document explains how to use all of the options to search for an order. When you to go Acquisitions and click on Orders Search it appears that your only option is to search by Title. If you click on the + symbol beside ...
Installing GOBI plugin
How to install the GOBI plugin This plugin is designed to provide an easy integration for the GOBI Library Solutions from EBSCO. It registers purchase orders into Koha based on the GOBI message it receives. It is intended to serve as a testbed so ...
EDI Status Reports
EDI Status Reports If your supplier can send Status Reports/Supplier Notices by EDI, Koha will process them and update the orders automatically. This document describes how to set up the process. First you need to update the EDI Account for the ...
Cannot Close a Basket
If you cannot close a basket: If you cannot close a basket, check the following: 1. If there are orders in a basket with the Uncertain Price flag ticked in a basket you cannot close it. The ‘Close the basket' button will be greyed out. 2. If a ...
Cancelling an Order
How to Cancel an Order This document explains how to cancel an order. For the purposes of the example order 8 is being cancelled. This number will change order-to-order on your live system as transactions are processed. Supplier sends ...
Adding a New Vendor
How to Add a New Vendor This document explains how to add a vendor. Before any orders can be placed you must first enter at least one vendor. To add a vendor click the 'New Vendor' button on the Acquisitions page The vendor add form is broken ...
Adding a new Fund to a Budget
How to Add a new Fund to a Budget This document explains how to add a new Fund to a Budget. A Budget must be defined before you can create a Fund to add to the Budget. Refer to FAQ - End of Year - Setting up Budgets for the new financial year for ...