System Administration
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 to create a 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. View existing LOST statuses Go to Koha administration > ...
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. Find the Bor_Notes Authorised Value Go to Koha administration > Basic parameters > Authorized Values. ...
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 functions available for individual accounts which log into the staff side of Koha. Patron permissions govern what modules the different patrons have access to and by extension, the specific tasks ...
How to Create a New Item Type
Item types are categories applied to every item on your system. They are important because they are used within the fine and circulation rules to determine which items can be taken out by which patrons and for how long. They also be used to determine ...
How to share a patron list with other staff members
It is possible to set a patron list as shareable so other staff members can add or delete users from it. Creating a Patron List Go to Patrons > Patron Lists > +New patron list. When creating a new list there will be the option to define the list as ...
How to reset Patron Category Expiry Date
This document explains how to reset patron category expiry date. If you have set an Enrollment period that expires on an absolute date rather than giving an expiry date based on a number of months after registration you will need to reset the expiry ...
How to install and use the Bywater support plugin
It is possible to install a plugin that will allow practitioners on the staff interface to ask queries and provide details of issues directly to an email support account from within the Koha application. Step 1 - Download the plugin Go to ...
How to create a new patron account
This document will outline how to manually add a new patron account. Find the tool to add new patrons Go to Patrons module on the homepage. There will be two options for adding new patrons, the + New patron button and the + Quick Add new patron ...
How to add a file to a patron account
It is possible to attach files to patron accounts that can then be accessed by staff members. Step 1 - Enable the functionality Go to KOHA administration > Global System Preferences and search for EnableBorrowerFiles. This will bring you to a system ...
How to check what version of Koha your system is on
Koha is an open source library management system, which means new functions and features are often added to the system. These functions and features are included in newer releases of the program and as such, from time to time, a system will be ...
How to Create the Anonymous Patron
There are many functions on Koha which require the Anonymous patron to be defined, such as the Anonymize checkout history tool or anonymous suggestions from the OPAC. This document will outline how to create and designate an account as the anonymous ...
How to Enable Plugins
Plugins are extra features that can be enabled to enhance the functionality of Koha. Plugins are created by members of the Koha community and as such new ones come out often and established ones may be upgraded. It is up to individual libraries if ...