System Administration
FAQ - 22.11 Enhancements
22.11 Enhancements and Changes Acquisitions: 1. [16258] Add a preference to turn EDIFACT off 2. [27212] Add column configuration to the acquisitions home page 3. [28082] Add acquisitions toolbar to vendors on vendor search page 4. [30135] We should ...
Clean staged MARC records
Clean staged MARC records When you import a batch of MARC records, Koha creates a file of ‘staged’ records so you can view them before actually importing them into your database. You can test importing the batch using different parameters with the ...
Manage Background Jobs
Manage Background Jobs Background Jobs are generally batch processes which, as the name suggests, run in the background as you are using Koha. An example would be if you use the Tool for Batch Item Modification. Library staff would often leave the ...
How to add a new item search field
Item search before the custom field It is possible to complete an item specific search by going to the Item search module in Koha. This page includes a section where different search facets can be defined through a dropdown menu. It is possible to ...
What happened to Expired News?
What happened to Expired News? If you want to view or change the News content on OPAC, go to Tools, and under Additional Tools select News. Since 21.11 when you display news, expired news is hidden by default. To view expired news you need to tick ...
Batch Record Deletion
Batch Record Deletion There may be times when you will want to delete a batch of bibliographic records. You will need to delete all the attached items first, but then you can follow this process to delete the bibliographic records with no attached ...
How to create a paton list
It is possible to save patron information in a list format on Koha, which can then be used by a variety of functions within Koha, such as the batch patron modification tool, or can be downloaded so patron information can be viewed outside of the Koha ...
A tour of the patron attribute form
This document will outline how to create a patron attribute type. For more information on the functions of patron attribute types, please check our Help Centre. Navigate to the patron attribute type table Go to KOHA Administration > Patrons and ...
Creating a new authorized value
This document outlines the general steps for creating a new authorised value. Depending on the specific authorised value being created, there may be slight variations, but these are the fundamental steps all authorized values are structured with. If ...
How to define the borrower relationship between guarantor and guarantee
It is possible to set a predefined list of patron relationships that can be applied to patrons with a guarantor/guarnatee relationship. For more information on the guarantor/guarantee relationship, please check our Help Centre. How to enable the ...
What is a guarantor/guarantee relationship and how can it be set up?
It is possible to link two patron accounts together, putting one in a guardian or supervisor role and the other as a dependent. In Koha, this type of relationship is known as a guarantor/guarantee relationship, where one account would be responsible ...
Options for expired patrons
This document will outline what it means when a patron account is expired and what options there are for how expired patrons are treated on the system. What is patron expiry? When a patron is created on the system, their account is automatically ...
Logging Transactions
Logging Transactions Actions within the Koha system are tracked in log files. Your system preferences can be changed to prevent the logging of different actions if you wish. Go to Administration, click the Search button to view all Global System ...
What to do if Circulation Rules stop working
What to do if Circulation Rules stop working If the circulation rules stop working suddenly, check that you have not inadvertently set a new rule for your own library that is blocking the Standard rules for all libraries. Go to Administration, and ...
How to search the log viewer for successful and unsuccessful login attempts
It is possible to set the log on Koha to record successful and unsuccessful attempts to login to the system. This document will outline how to set this login information to be recorded and how to search the logs for the information. Step 1 - Set ...
How to hide fields on the add patron form
Patrons can be added to Koha through the Add patron form on the staff side. For details about how to use this function, please check our Help Centre. There are two versions of this form, a long and short. This document outlines how to collapse ...
20.11 Enhancements and changes
20.11 Enhancements and Changes Acquisitions: 1. Extra columns on the Late Orders Report [12502] Add columns for note, order number and ISBN to late orders page 2. [15329] Show budget in addition to fund for late orders in acquisition 3. [24161] Add ...
How to require strong passwords for patron accounts
A password is required to be able to login to a patron account. This document will outline the system preferences that determine the required length and strength of a password on a patron account, as well as options for setting exceptions to these ...
Tracking login attempts
Tracking login attempts A new feature introduced on Release 20.05 allows you to track login attempts. This enhancement adds two new logging preferences `AuthFailureLog` and `AuthSuccessLog` in order to keep track of bad login attempts and successful ...
Usage Statistics
Usage Statistics Koha gathers usage statistics and allows you to share them anonymously with the community if you wish. These worldwide statistics help developers to understand how libraries use Koha, and can influence where they decide to develop ...
Clearing old ILL requests
Clearing old ILL requests When you have completed an ILL request the details remain in the list of ILL requests for reference and statistics. New requests all appear at the top of the list so you can ignore the old requests. There is no way to ...
How to Batch Edit Extended Patron Attributes
This document outlines how to perform a batch patron modification for extended patron attributes. Extended patron attributes capture non - standard information about patrons and for more information about them please see our Help Centre. Step 1 - ...
How to identify the codes for different libraries
A Koha site may be made up of one or multiple libraries and this document will outline how to identify the unique code that represents the different branches on a system. Step 1 - Navigate to the Libraries table Navigate to Koha administration > ...
Changing the logged in library
Every patron created on Koha is assigned to a branch, known as the patron home library. Which library a patron is assigned to can have an impact a variety of functions on Koha, including which fine and circulation rules are applied to checkouts, what ...
How to batch edit patron details
It is possible to modify multiple patron records at once using the Batch patron modification tool. This document contains directions to the tool and instructions for how to use it. Step 1 - Navigating to the Tool Go to Tools > Patrons and circulation ...
Preparing for unexpected library closures
Introduction There are several steps libraries may wish to take to prepare for unexpected closure due to COVID - 19 or other emergencies. Please note, library staff are best placed to determine the needs of their own site and the advice provided ...
How to mark a subfield in a framework as mandatory
Koha frameworks shape MARC21 into workforms of information library staff can use to create records for the catalogue. The fields in these workforms can be edited in a variety of ways through the associated framework. This document will outline how to ...
How to add a note to the circulation and fines rules
It is possible to add descriptive notes to the different circulation and fines rules. These can be used for a variety of purposes such as tracking when and why changes were made. Step 1 - Find the circulation and fines rules Go to KOHA administration ...
Hide or Display columns by default
Hide or Display columns by default Throughout Koha when details from tables are listed, you can choose to hide columns by clicking on the Column visibility button. For example on the Checkout window: When I click on Column visibility the list of ...
Inventory
Inventory - Scan all barcodes on the shelves This document explains the procedure for stocktaking by scanning the barcodes of all items on the shelves. You can decide to stocktake all or part of your library stock. Let’s start with one area of ...
How to remove fields from borrower registration form
Step 1- The Patron Registration Form To get to the add patron form go to Patrons > New patron and choose any patron category from the dropdown list. As it is possible to add or remove items from the Patron Registration form the content may vary from ...
MARC Mapping Tags 260 and 264
How to map tag 264 to match tag 260 In the tables used for reports, tag 260 subfield a was traditionally mapped to ”place”, subfield b to “publishercode” and subfield c to “copyrightdate”. Data stored in tag 264 was not included. Since release 18.05 ...
Patron attributes on the self registration form
Extended patron attributes are custom fields that can be added to the patron registration form as the library needs them. They can be free text fields or can have a set number of options for users to select from. For a tour of the patron attribute ...
How to Create a CSV profile
How to Create a CSV profile CSV profiles define how lists are exported. To create a new CSV profile, or modify an existing profile, go to Tools, and under Additional Tools select CSV profiles. The list will display with a button to add New CSV ...
Creating new LOST status
KOHA comes with a set of LOST statuses, which can be viewed here. In addition to these standard statuses it is possible for staff to add new statuses which reflect the needs of their own site. Step 1 - View existing LOST statuses Go to KOHA ...
How to create a template for predefined notes on patron accounts
As well as being able to type notes manually into the patron account it is also possible to define default templates to populate the note field. Step 1 - Find the Bor_Notes Authorised Value Go to KOHA administration > Basic parameters > Authorized ...
How to change your password from the staff side
Go to the search bar at the top of the KOHA home page and choose the Search patrons tab. Search for your own account. If you search for your cardnumber you will be taken directly to your own record. Go to Edit at the top of the page and this will ...
Changes to Frameworks
Changes to Frameworks Request Form To enable the support desk help you change or create a new framework, please use the following form when requesting changes to frameworks. Log a ticket on Vtiger to start the process, attaching the ...
How to Create a CSV profile
How to Create a CSV profile CSV profiles define how lists are exported. To create a new CSV profile, or modify an existing profile, go to Tools, and under Additional Tools select CSV profiles. The list will display with a button to add New CSV ...
How and why to Limit Patron Permissions
In KOHA there is the option to limit or extend the permissions on individual patron accounts. These permissions govern what modules the different patrons have access to and by extension, the specific tasks users are able to complete. Step 1 - ...
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