Vokal user guide

User Guide
2010, v. 1.0604SFL

Compiled   from   documentation   by   Stan   Brinkerhoff,   Rose   Carlson,   Stephanie   Chase,   Mary   Jane   Crouse,
Lisa   Milchman,   Richard   Pritsky,   Lucinda   Walker,   &   Jessamyn   West

Rules   for   editing   this   guide:
green   italicized   text :   questions   for   Richard   (RP)
purply   italicized   text :   questions/to   do/comments   from   Stowe   (SFL)
red   italicized   text :    questions/to   do/comments   from   Norwich   (NPL)
turquoise   italicized   text:    questions/to   do/comments   from   Tunbridge   (TPL)
all   links   are    blue   underlined    text

Version   numbering:   to   ensure   we   are   all   using   the   most   recent   version   of   the   document,   please   change
the   number   after   the   v.   1. x    so   that   the    x    reflects   the   month   and   date   and   user   (ie,   v.   1.616SFL   means   this
document   was   last   edited   by   Stowe   on   June   16).

1. What   do   I   need   to   get   going   with   Koha?
● Our   recommendations
● NonAutomated   Libraries
2. Linux   Setup
● What   do   I   need   to   set   up   my   server?   (Phase   I   or   individual   installs   only)
3. Koha   Setup
● What   do   I   need   to   set   up   my   library?
● Koha   Administration   menu
● Basic   Parameters
● Patrons   and   Circulation   Parameters
● Other   Basic   Parameters
● Catalog   Preferences      Authorized   Values
● MARC   Bibliographic   Framework
● Set   up   Global   System   Preferences
4. Export   data   from   your   current   ILS
● Validating   and   "Cleaning   Up"   your   MARC   Records
● MARCEdit

5. Import   your   data   into   Koha
6. Export   and   import   your   patrons
7. Customizing   Koha
● Customizing   your   templates
● Changing   the   staff   templates
● Changing   your   icon   set
● Changing   the   OPAC   templates
● Customizing   your   OPAC
● Setting   up   your   calendar
8. Using   Koha
● Setting   up   your   SLIP   printer
● Handling   On   Order   items   and   holds
● Running   Overdues
● Setting   up   your   Overdues   schedule
● Setting   up   your   Overdue   Notices
● Some   notes   on   Overdues
● Running   reports   in   Koha
● Holds
● Patron   Reports
● Cataloging   Reports
● Circulation   Statistics
● Various   Reports   of   Interest
● SQL   for   Custom   Reports
● Running   Backups
● Resources   for   Using   Koha
9. Troubleshooting   Tips
● Linux   Updates
● Koha   Updates
● Troubleshooting   a   slow   system
10. Other   sources   of   documentation

What do I need to get going with Koha?

Our recommendations
1. Weed!   –   both   your   patrons   and   collection
2. Collect   email   addresses   for   patrons
3. Perform   an   inventory   –   you   will   likely   catch   a   lot   of   cataloging   errors
4. Set   up   your   SSH   connection   –   just   Lynne
5. Learn   about   Linux,   MySQL,   and   MARCEdit

As   we   continue   to   move   through   Phase   II,   look   for   more   migration   requirements   to   be   added.
Non-Automated Libraries
If   you   are   not   automated,   you   will   need   to:

1. Set   up   guidelines   about   how   to   enter   the   call   numbers   for   each   format   –   ie   ,   all   Juvenile   Fiction
should   be   entered   as   Juv   Fic   or   JF,   etc.   This   will   ensure   all   of   your   staff   and   volunteers   enter   in
the   data   in   the   same   way.

2. Work   on   improving   or   creating   a   patron   spreadsheet   in   Excel
1. buy   your   patron   barcodes   and   begin   handing   them   out

3. Buy   the   following   equipment:
1. a   circulation   desk   computer,   if   needed
2. a   computer   to   serve   as   your   OPAC,   so   patrons   can   access   the   catalog
3. barcodes   for   patrons
4. barcodes   for   materials
5. scanners,   at   least   one   for   your   circulation   point,   but   also   perhaps   for   your   OPAC
6. Decide   whether   you   will   purchase   a   SLIP   printer,   which   can   run   $400   to   $600,    or   still
stamp

You   will   add   your   item   records   directly   into   the   unionized   catalog,   matching   the   ISBNs   on   your   book   to
existing   bibliographic   records,   or,   if   you   are   confident   in   the   accuracy   of   your   holdings   in   the
Department   of   Libraries'   union   catalog,   you   can   get   an   export   of   your   titles   from   the   DOL   and   import
those   to   match.   You   will   still   need   to   attach   an   item   record   to   each   bibliographic   record   and   input   your
barcode.
    Linux Setup
What do I need to set up my server? (Phase I or individual installs only)

    Your   server   can   be   out   of   the   way,   because,   after   setup,   you   will   rarely   need   to   work   directly   on   the
machine.   You   will   need:

● Two   connections   to   your   network   &   the   Internet   (if   dual   power   source   server)
● Two   outlets   for   power   (if   dual   power   source   server)
● One   monitor   (will   need   only   for   setup   –   can   be   removed   following   setup   if   space   is   an   issue)
● Your   server   will   come   with   a   mouse   and   a   keyboard.

Your   IT   person   will   need   to   do   the   following   after   plugging   in   the   server:

● Set   up   SSH   (see    http://en.wikipedia.org/wiki/Secure_Shell )   for   more   information
● Make   network   connections
● Set   up   backup   for   Koha   database

● I   have   some   scribbling   that   might   mean   we   need   to   set   up   something   with   Apache   once   the
network   connections   are   made

Richard:   here   are   the   notes   I   made.   Can   you   put   them   in   better   order?
Computer   >   etc   >   Apache   2>   in   “Sites   Enabled”   click   Koha
config   file   for   accessing   Koha

print   from   Koha   clone   directory
under   root   folder
install.debain.lenny   to   set   up   Apache,   etc
● Set   up   address   scheme   in   browser

Please   note   your   network   address   scheme   here:

___________________________________________________________________

___________________________________________________________________

You   or   your   IT   person   should   first   log   on   to   Linux   as   the   root   user   and   change   the   password   to   whatever
you   would   like.

System   >   Admin   >   Users   &   Groups   >   choose   Root,   and   under   Account,   put   in   your   new   password

username:   root

password:   ____________________________

You   must   also   change   the   domain   (in   what)    to   your   domain

Following   this   initial   set   up,   there   should   be   little   reason   to   log   in   as   the   root   user;   instead,   use   the
kohaadmin   user   name
Richard   –   do   we   need   to   set   up   the   new   password   for   that   as   well?   Didn’t   take   notes.

To   view   the   ILS   outside   your   network,    your   IT   person   will   also   need   to   assign   your   catalog   to   a   static
IP.   We   recommend   using   http://catalog.[yourlibraryURL]
    Koha Setup
We   recommend   that   you   allot   2   to   3   hours   for   the   following   initial   set   up;   those   very   comfortable
with   Koha   will   need   much   less   time.

Once   your   server   is   up   and   running   on   your   network,   it   is   time   to   start   work   on   Koha.   We   have   broken
the   Koha   setup   work   into   several   time   chunks,   noting   the   estimated   time   frame   for   each.   We   do   not
suggest   you   do   all   the   setup   at   one   time,   but   rather,   over   a   period   of   days,   and   to   carefully   and
thoughtfully   complete   the   work.
What do I need to set up my library?
You   should   take   a   look   at   the   3.01.x   Implementation   Checklist   from   LibLime:
https://sites.google.com/a/liblime.com/kohamanual/Home/TableofContents/Appendicies/implem
entationchecklist

We   recommend   you   print   this   list   for   reference.

Before   you   get   started,   be   sure   to   have   your   setup   parameters   ready:
● Library   phone   number   and   address
● Library   branch   code
● Administrative   email   address
● Funds   and   budget   info   (if   you   are   using   the   acquisitions   function)
● Item   types
● Category   codes
● Patron   categories
● Circulation   rules   (such   as   circulation   periods)
● Fine   rules
● Z39.40   server   information

Open   your   browser,   and   use   your   network   scheme   (noted   above)   to   browse   to   your   Koha   serverside
application.

without   :8080   at   the   end   of   your   network   scheme,   you   will   be   looking   at   the   OPAC   side
with   :8080   at   the   end   of   your   network   scheme,   you   will   be   looking   at   the   staff   side

Login   for   this   initial   setup   using   kohaadmin

Your   password   for   the   staff   side:   ____________________________________________
We   recommend   that   you   not   change   the   password   given   to   you   by   vokal.

Further   Resources

For   detailed   and   helpful   information   on   how   to   set   up   Koha   once   it   is   installed,   see   the   Koha   3.01.x
Manual   at    http://kohacommunity.org/documentation/32manual/
Koha Administration menu
Although   Global   System   Preferences   are   at   the   top   of   the   list,   we   recommend   saving   them   for   last.     We
estimate   you   will   need   approximately   one   hour   to   complete   this   step.   A   stepbystep   guide   exists   at
http://www.pakban.net/brooke/tut/revp1.html     for   these   steps.
Basic   Parameters
First,   you   need   to   create   your   library.


● Go   to   Admin   >    Libraries   and   Groups
● Click   New   Library
○ Most   places   will   only   need   one   library.   You   may   need   more   than   one   library   if   you:

o         Have   a   bookmobile
o         Circulate   items   at   a   branch   or   some   other   place   not   on   site
o         Have   a   very   special   collection   in   some   other   place   not   on   site

● Use   three   characters   (ie,   CCL   for   CarpenterCarse   Library,   SFL   for   Stowe   Free   Library,   etc)   and

then   click   Submit
● Once   you   have   created   your   library,   you   will   want   to   set   the   staff   side   to   default   to   your   most
used   library.   To   do   so,   click   on   the   “Set”   option   at   the   top   right   corner,   choose   your   library   from
the   pulldown   menu,   and   click   Submit.

Patrons   and   Circulation   Parameters

Next,   you   want   to   add   your   superusers/superlibrarians.   We   recommend   that   you   make   at   least   two
superuser   accounts,   one   for   your   library’s   director   and   one   for   your   head   of   tech   services   (with   more
superuser   accounts   for   your   other   tech   services   folk).

Do   not   use   kohaadmin   as   a   superuser,   because   it   is   not   a   patron   –   it’s   a   Linux   user   and   the   owner   of
"everything   Koha."   Use   it   only   if   something   is   screwy   with   Koha      for   example,   if   your   patron   database
is   corrupted,   you   would   still   be   able   to   log   in   with   kohaadmin.

You   will   revisit   this   step   once   you   are   not   logged   in   as   kohaadmin.

● Go   to   the   main   Admin   screen
● Patron   types   and   categories    >   New   Category
● Add   category   code   –   we   recommend   ST   for   staff
● Enroll   the   ST   code   for   99   months,   with   14   &   99   as   age   requirements
● Category   Type   &   Description:   staff
● Overdue   notice   required?      say   yes


Now,   leave   the   Admin   screen   and   click   on   Patrons   from   the   initial   staff   screen.

● Click   on   New   >   choose   Staff   as   the   type   of   user
● Add   the   information   for   your   Director   and   Tech   Services   –   fill   out   fully,   as   this   will   become   the
borrowing   profile   for   these   staff   members   when   you   import   your   patron   records   (you   will   choose
to   “keep   what   exists”   when   doing   the   main   import)
● Click   on   More   >   Set   Permissions   >   click   on   “Superlibrarian”   >   click   Set   Flags

Notes:

● An    OPAC   Note   is   visible   to   the   user   and   is   individual   to   each   user
● Circulation    Note   is   visible   to   the   staff   only   and   is   about   that   user
● “Gone   No   Address"   is   a   check   box   you   can   use   for   a   patron   that   you   don't   have   a   forwarding
address   for      it's   a   flag   message


Log   off   as   kohaadmin   and   back   on   as   one   of   your   Superusers/Superlibrarian   to   continue   setup.

You   can   set   up   the   rest   of   your   patron   types   here,   too,   or   do   so   right   before   importing   your   patron   data.
The   only   patron   type   you   will   need   to   set   permissions   for   are   for   your   staff   and   circulation   desk

volunteers.   You   can   set   permissions   for   the   individual   volunteers   in   their   patron   record.

We   recommend   the   following   permissions   for   volunteers:
● (circulate_remaining_permissions)   Remaining   circulation   permissions
● (catalogue)   View   Catalog   (Librarian   Interface)
● (reserveforothers)   Reserve   books   for   patrons
● (borrow)   Borrow   books
● (updatecharges)   Update   borrower   charges
● Depending   on   whether   or   not   your   volunteers   can   register   and   update   patrons,   you   may   also
want   to   allow   (borrowers)   Add   or   modify   borrowers


With   your   real   patrons,   you   will   want   to   think   about   whether   or   not   you   would   like   to   keep   your   current
divisions.   Adding   new   patron   types   in   Koha   and   then   fitting   your   current   patrons   into   those   types   will
require   you   “mucking   around”   with   your   data   before   you   import.   See   the   “Export   and   Import   Patrons”
for   more   information.

Also,   if   you   would   like   to   have   certain   messaging   preferences   apply   to   all   patrons   of   a   certain   type,   use
the   default   messaging   options.   We   recommend   using   Item   DUE,   checking   both   the   email   and   the
digests   boxes   (this   will   combine   all   messages   of   the   same   time      so   all   overdue   items   will   come   in   one
email.    It   will   not   combine   all   messages   into   one   email);   and   the   Hold   Filled   box.   Complete   these
preferences   for   all   your   patron   types.
Other   Basic   Parameters
Currencies.

Make   sure   the   appropriate   currency   is   chosen.


Item   types.

Things   to   think   about:

● You   will   probably   want   to   have   no   more   than   6   to   8   item   types,   broken   up   by   loan   period   and/or
by   format.   For   example:   books,   new   books,   periodicals,   reference,   audio,   music,   video   &   DVD
● Customize   your   collection   not   here,   but   with   your   prefixes   or   shelving   locations.   For   example,   do
not   make   an   item   type   for   adult   DVDs   and   juvenile   DVDs   –   do   that   with   your   prefixes.   If   you   are
worried   about   creating   many   item   types   so   that   you   can   run   a   range   of   reports,   don't   worry:   you
can   run   reports   on   item   type,   but   also   on   the   shelving   location   (great   for   genre   collections),
collection   codes,   and   call   number   prefix
● Renewals   means   the   number   of   renewals,   not   the   number   of   days;   we   suggest   leaving   summary
blank



Be   sure   to   map   your   item   types   to   the   appropriate   icons.   The   GMLCcreated   is   available   on   the   wiki,
http://openilsvt.pbworks.com .   This   is   where   you   have   to   choose   the   icon      so,   for   example,   if   you   want

to   use   the   VHS   icon   and   the   DVD   icon,   you   will   need   two   separate   item   types.

Continue   down   the   list   –   you   will   see    patron   types ;    cities   and   towns    –   we   recommend   you   add
in   the   towns   in   your   service   area   to   avoid   misspellings   (they   will   be   displayed   in   the   registration   form   as
you   type);   and    road   types    (we   suggest   spelling   out   Road,   Street,   etc).

Lucinda,   do   you   want   to   add   anything   under   "Circulating   and   fines   rules?"

Richard,   what   are   "Item   circulation   alerts?"

   Catalog   Preferences      Authorized   Values
Authorized   values   allow   you   to   restrict   the   values   that   catalogers   can   place   in   some   MARC   subfields,
allowing   only   certain   predefined   "authorized"   values.   For   more   on   the   default   authorized   values,   see
http://koha.org/documentation/manual/3.0/administration/catalogadministration/authorizedvalu
es .   We   recommend   you   revisit   authorized   values   once   you   have   had   a   chance   to   get   used   to   Koha.

You   may   want   to   set   up   new   authorized   values   for   your   vendors   or   your   grant   collections   or   frequent
donors   (ie,   Friends   of   the   Library),   for   example.   Click   on   New   Category   and   name   it   (ie,   Vendor).   In   the
Authorized   Value,   enter   a   short   code   (such   as   BRO   for   Brodart   or   BAT   for   Baker   &   Taylor),   which   will
go   into   the   MARC   record.   Description   can   be   longer,   such   as   fully   writing   out   Brodart   for   the   BRO
value.

You   may   also   want   to   edit   your   CCODE   authorized   values      the   default   is   Fic,   NonFic,   and   Reference.
You   may   want   to   add   here   special   collections   or   grant   or   donor   information      for   example,   creating   a
collection   code   for   items   purchased   by   Freeman   Foundation   funds   or   your   Friends   of   the   Library.
Remember   that   the   code   should   be   3   or   4   letters,   and   the   description   fuller.

MARC   Bibliographic   Framework
For   more   on   this   function,   see
http://kohacommunity.org/documentation/32manual/?ch=x3651#AEN3654.

Here   is   where   you   match   up   authorized   values   with   your   MARC   records.   For   example,   to   link   your
vendors   to   your   item   types,   click   on   the   item   type   you   want   to   edit.
● Click   on   the   item   type   (ie,   books)
● Click   on   MARC   structure
● Search   for   the   tag   you   want   to   edit   (in   this   case,   for   vendor,   tag   952)
● Click   on   edit   subfields   (at   the   bottom   of   the   screen)
● Choose   subfield   e
● Click   on   display   more   constraints
● Choose   the   authorized   value   from   the   menu,   which   is   at   the   bottom   of   the   screen
○ You   can   enter   a   default   authorized   value   for   each   item   type      for   example,   if   you   purchase
the   vast   majority   of   your   DVDs   from   Amazon,   enter   that   as   the   default
● Save   changes   (at   the   top   of   the   screen)

Consider   setting   up   a   framework   for   each   item   type   and   set   the   defaults;   this   way   you   can   select   the
framework   when   ordering   (for   example,   you   could   put   on   order,   etc).
Set up Global System Preferences

Return   to   the   top   of   the   page   and   click   on"System   Preferences,"   the   top   option   at   the   lefthand   side.


vokal    suggests   the   following   deviations   from   the   default   settings.   Be   sure   to   click   on   Save   after   each
change.

Under   Admin:
● Debug   level   to   0   (zero)      reduces   the   amount   of   info   you   get   about   an   error
● Delimiter   to   comma
● Granular   permissions   ON
● Koha   admin   address      put   in   your   general   email   (your   overdues   will   come   from   here;   patron
requests   will   go   there)
● Add   your   library's   physical   address
● Single   branch   mode   OFF
● Timeout   to   3600   seconds   (30   minutes)      will   time   out   your   staff   login   as   well   as   the   public;   this
is   the   amount   of   time   that   must   pass   with   the   program   going   unused.

Acquistions:
● Choose   SIMPLE
● Email   suggestions   ON

Authorities

● BiblioAddsAuthorities   to   ON
● Turn   OFF   dontmerge

Cataloging

● LabelMARCView   to   ECONOMICAL
● look   up   your   MARC   organizational   code   and   input   it   in    MARCOrgCode     (request   one   if   you   don't
have   one;   it's   free)
● Turn   OFF   Routing   Serials

Circulation

● AllowHoldDateInFuture   ON
● AllowHoldPolicyOverride   ON
● AllowNotForLoanOverride   ON
● AllowOnShelfHolds   ON   (to   allow   patrons   to   reserve   items   remotely   to   be   pulled   off   the   shelves)
● AllowRenewalLimitOverride   ON
● DisplayClearScreenButton   ON

● emailLibrarianWhenHoldIsPlaced   ON   (will   go   to   the   address   you   listed   above)       ByWater   tells
me   this   no   longer   works.   SC
● finesmode   OFF   if   no   fines;   PRODUCTION   if   you   charge   fines
● Schools   might   be   interested   in   the   globalDueDate   option
● holdCancelLength      change   to   90   (holds   have   90   days   to   be   filled   from   the   date   the   hold   was
placed)
● for   your   library,   input   the   maximum   fines   people   can   have   before   they   can   no   longer   place   holds
(maxoutstanding);   the   maximum   number   of   holds   they   can   place   (maxreserves);   and   the
maxium   fines   patrons   can   have   before   they   cannot   check   out   items   (noissuescharge)
● previousissuesDefaultSortOrder   to   DESC   (descending)
● printcirculationslips   to   ON   (if   you   use   a   SLIP   printer)
● RenewalPeriodBase      do   you   want   a   renewal   to   take   effect   from   today's   date   (now)   or   from   when
the   item   is   due   (date_due)
● ReservesMaxPickUpDelay   to   meet   your   library's   policy      for   example,   if   patrons   have   three   days
to   pick   up   a   hold   before   it   expires,   type   4   (dates   in   Koha   are   exclusive   of   the   last   day)
● ReservesNeedReturns   ON      checking   in   an   item   will   activate   the   hold
● ReturnBeforeExpiry       choose   ON   if   you   do   not   want   a   patron   set   to   expire   before   the   item's   due
date   to   check   out   a   book
● useDaysMode   to   calendar      this   will   allow   your   due   dates   to   skip   the   days   you   have   set   up   in   the
calendar   that   you   are   closed

Enchanced   Content:

● Amazon   associate   number:   ch04f20!
● Turn   ON   Amazon   cover   images   and   enchanced   content   (for   staff   only;   OPAC   is   below)
● AWS   Access   Key:   14NKQJ5GZM67 5HX52S02
● AWSPrivateKey:   +baMmC0srBunkwmTYdOYx2/qgINjHEgd0i9bQDPo
● Turn   ON   all   Amazon   features   for   the   OPAC
● Turn   OFF   all   tag   features   save   tag   moderation
● Tagsshowondetail   to   0   (zero)

I18N/L10N
●     opaclanguagesdisplay   to   ON   if   you   want   people   to   be   able   to   search   your   catalog   in   French   or
Spanish

Logs
● turn   all   the   preferences   to   OFF      they   are   extremely   resource   intensive.

OAIPMH

no   changes

OPAC

All   of   these   are   really   purely   based   on   your   preference.   You   can   use   simple   HTML   to   add   messages   and
make   changes.
● You   should   add   your   library's   name   under   LibraryName
● You   probably   want   OPACItemHolds   OFF   so   that   people   do   not   inadvertently   put   a   hold   only   on   a
specific   copy   of   an   item,   rather   than   any   copy
● opacreadinghistory   is   global      patrons   love   it,   the   USA   Patriot   Act   compliance   doesn't

● OPACAllowHoldDateInFuture ON
● opacbookbag to OFF
● opaccredits to <center><img border="0" src="http://www.stowelibrary.org/files/logo.jpg"
width="130" height="55">
 YOUR LIBRARY NAME HERE is a member of the Vermont Organization of Koha
Automated Libraries </center>
● OPACMainUserBlock insert text here that suits your library
● OPACShelfBrowser to OFF (still experimental)
● OpacTopissue to ON to have "most popular" items listed
● OPACURLOpenInNewWindow to ON
● suggestion to OFF
● XSLTResultsDisplay to ON

For more suggestions on customization, see the Customizing your OPAC section.

Patrons

● AutoEmailOPACUser ON
● autoemailprimaryaddress: set to EMAIL
● borrowermandatoryfield: take out zipcode, leaving just the surname and borrower number
● borrowerrelationships add GUARDIAN(paste in father|mother|guardian)
● borrowerstitles add Dr.(paste in Mr|Mrs|Miss|Ms|Dr)
● MaxFine fill in your library specific data here
● memberofinstitution choose set up institution (this will allow you to, for example, set up an
account for a preschool and add members to that preschool consisting of the teachers allowed
to check items out)
● notifyborrowerdeparture change to 14 days
● patronsperpage increase to at least 30 or more

Searching

● defaultsortorder to DESCENDING
● expandedsearchoption ON (this is for the staff views)
● numsearchresults: increase to at least 25
● OPACsortorder to DESCENDING
● OPACItemsResultsDisplay to ITEM DETAILS
● SearchResults: increase to at least 25
● Turn OFF autotruncate and fuzzy searching

Serials

no changes at this time

Staff/Client

this is where you can modify the staff view by changing the HTML

Local Use

no changes at this time

Catalog

Under   the   Koha   administration   main   menu,   in   addition   to   the   global


Further   resources:


Koha   Newbie   Guide,   Part   has   great   stepbystep   info   for   those   automating   fresh   to   Koha,   but   is   a
mustread   for   any   user:    http://www.kohadocs.org/newbieguide.html

The   Koha   Reference   Manuals   have   details   on   each   of   the   preferences,   and   what   they   do.   See   the   entire
list   at    http://kohacommunity.org/documentation/32manual/?ch=c19#AEN21 .


Export data from your current ILS
We   estimate   that   you   will   need   up   to   four   hours,   depending   on   the   size   of   your   collection,   to   export   all
of   your   data.

The   next   step   is   to   export   your   current   data.   If   you   are   first   having   a   training   period   for   your   staff,   you
may   want   to   consider   exporting   and   importing   only   a   portion   of   your   data,   in   order   to   avoid   having   to
complete   the   entire   process   again   when   you   are   ready   to   go   live.   You   also   may   want   to   consider
exporting   and   importing   your   entire   collection   at   once   and   maintaining   both   systems   for   a   set   period   of
time,   in   order   to   provide   training   opportunity   for   your   staff.

We   recommend   that   you   export   by   prefix   (such   as   Fic,   Bio,   DVD,   etc).   Exporting   your   data   by   item   type
–   for   example,   export   all   your   DVDs   together,   your   Mysteries   together,   etc.   will   allow   for   easier
mapping   to   the   appropriate   fields   when   importing,   and,   when   done   in   chunks,   allows   you   to   import
records   with   less   investment   time.

If   you   are   not   automated,   you   may   skip   this   step.

How   you   export   your   data   will   obviously   depend   on   your   current   ILS.   Below   are   the   instructions   for
moving   from   Follett’s   Circulation   Plus.

In   Follett,   open   Cataloging   and   navigate   to:

1. File   >   Export   MARC   21/852   Holding   Format   >   Call   Number
2. When   the   Export   box   comes   up,   select   the   start   and   end   points   of   the   MARC   records   you   would
like   to   edit   and   import   into   Koha   (for   example,   starting   at   DVD   ALC   ending   at   DVD   WIL).
3. Select   “all   records”   and   “include   copy   information”.    DO   NOT   select   “delete   titles/copies   after
export”.
4. Click   EXPORT.
5. Save   the   file   as   is   and   close   Follett.
•   On   your   computer,   navigate   to   where   the   file   is   saved   and   rename   the   file   to   something
identifiable   and   make   sure   to   change   the   extension   to   .mrc.
•   Doubleclick   on   the   .mrc   file   and   MarcEdit   should   open   by   default   (we   assume   you   have

already   installed   MarcEdit)
•   On   the   screen   that   pops   up,   the   input   file   should   point   to   the   .mrc   file   and   the   output   file
should   point   to   an   .mrk   file.
•   If   MarcEdit   does   not   open   by   default,   manually   open   MarcEdit,   click   on   MarcBreaker,   and
open   the   file.    Be   sure   to   put   a   file   name   with   .mrk   as   the   extension   (e.g.   NF.mrk)   in   the   output
file   field.
•   Click   EXECUTE
•   Click   EDIT   RECORDS
•   Your   MARC   records   should   now   be   ready   to   edit.
example:   a   nonfiction   MARC   file   might   be   renamed   NF.mrc
Validating   and   "Cleaning   Up"   your   MARC   Records
MARCEdit
You   will   use   the   program   MARCEdit   to   make   changes   to   your   records   in   order   to   have   your   information
in   the   appropriate   MARC   fields.   MARCEdit   is   a   fabulous   program,   and   worth   learning   to   use   for   future
mass   edits   and   changes.   MARCEdit   is   available   for   download   at
http://oregonstate.edu/~reeset/marcedit/html/index.php .   The   most   recent   version   (5.1)   requires   a
relatively   uptodate   Windows   machine   because   it   uses   the   .Net   framework.    The   version   that   preceded
this   new   one   is   4.6   and   should   work   on   just   about   any   Windows   machine.

First,   add   a   942   item   field:
● In   the   FIELD   box   enter:    942
● In   the   FIELD   DATA   box:    $c[ITEMTYPE]      for   example,   example:   any   adult   fiction   might   look
like   this:    $cBOOK
● Click   on   ADD   FIELD

Next,   for   Follett   users,   replace   the   852   field   with   a   952   field.   Follett   keeps   local   item   information   in   the
852   field;   Koha   keeps   it   in   the   952   field.
● Go   up   to   Edit   >   Replace   (or   just   hit   Ctrl   +   R)
● In   the   FIND   box   enter:    =852
● In   the   REPLACE   WITH   box   enter:    =952
● Click   on   REPLACE   ALL

Next,   edit   the   A   and   B   subfields   for   holding   branch   data:
● Go   up   to   Tools   >   Edit   Subfield   Data   (or   hit   F9)
● In   the   SUBFIELD   box   enter:    a
● Leave   FIELD   DATA   box   blank
● In   the   REPLACE   WITH   box   enter   your   library   branch      you   would   have   set   this   value   up   in   your
parameters.   For   example,   CCL   for   CarpenterCarse   Library   or   SFL   for   Stowe   Free   Library
● Click   on   REPLACE   TEXT

[Note:   If   the   data   currently   in   your   852a   field   is   correct,   you   will   not   need   to   replace   the   data
in   the   a   subfield.]

Edit   the   B   subfield:
● Your   Edit   Subfield   Utility   should   still   be   open
● In   the   SUBFIELD   box   enter:    b

● The   FIELD   DATA   box   should   be   blank
● Leave   REPLACE   WITH   box   blank
● Under   Search   Options,   put   a   checkmark   in   the   box   next   to   ADD   SUBFIELD   DATA   IF   NOT
PRESENT

[Note:   May   have   to   check   b   subfield   data   before   going   to   next   step   –   for   example   if   there   are   two
copies   than   there   will   be
two   952   data   fields.    One   data   field   may   have   a   b   subfield   of   CCL   (or   main   library   location)   and   the
other   data   field   may
have   a   b   subfield   of   CCLB   (bookmobile   or   other   location).    Make   sure   not   to   replace   all   the   b   subfields
with   the   same   data
if   there   is   more   than   one   holding   location.   Also   be   sure   your   952a   and   b   subfield   data   matches.]

Some   libraries   may   have   location   data   from   Follett   in   their   952b   field.   We   suggest   swapping   fields
(see   the   steps   below   for   swapping   the   h   and   o   subfields)   and   moving   this   data   to   the   952z   field.

Add   subfield   b   data:
● Your   Edit   Subfield   Utility   should   still   be   open
● In   the   SUBFIELD   box   enter:    b
● The   FIELD   DATA   box   should   be   blank
● In   the   REPLACE   WITH   box   enter   your   library   branch
● Under   Search   Options,   make   sure   only   the   Match   Case   box   is   checked       you   will   need   to
uncheck   the   Add   Subfield   box

Now,   swap   subfield   H   (Follett's   field)   with   subfield   O   (Koha's   field),   for   the   local   call   number:
● Click   on   Swap   Field   Utility,   which   is   located   on   the   left   side   of   the   utility   box.    If   your   utility   box
is   closed,   open   it   by   going   to   Tools   >   Swap   Field   Data   (or   hit   F11)
● Under   Original   Data   in   the   FIELD   box   enter:    952
● Leave   INDICATORS   box   blank
● In   the   SUBFIELD   box   enter:    h
● Under   Modified   Data   in   the   FIELD   box   enter:    952
● Leave   INDICATORS   box   blank
● In   the   SUBFIELD   box   enter:   o       please   note   this   is   a   lowercase   letter   "O",   not   a   zero
● Under   Search   Options,   put   a   checkmark   in   the   Copy   Source   box   and   the   Add   to   Existing   Field
box
● Click   on   PROCESS

Delete   H   subfield
● Go   back   to   the   Edit   Subfield   UtilityIn   the   FIELD   box   enter:    952
● In   the   SUBFIELD   box   enter:    h
● Leave   FIELD   DATA   and   REPLACE   WITH   boxes   blank
● Under   Search   Options,   make   sure   only   the   Match   Case   box   is   checked
● Click   on   REMOVE   TEXT

Add   a   Y   subfield,   for   the   local   library   item   type:
● We   are   still   using   the   Edit   Subfield   Utility

● In   the   SUBFIELD   box   enter:    y
● Leave   the   FIELD   DATA   box   blank
● In   the   REPLACE   WITH   box   enter   an   item   type:
● Under   Search   Options,   put   a   checkmark   in   the   box   labeled   Add   Subfield   if   not   Present
● Close   the   Utility   box

Update   accession   date   and   price   fields:
● We   are   still   using   the   Edit   Subfield   Utility   (or,   select   Tools,   Edit   Subfield   Data)
● In   the   FIELD   box,   enter:   952
● In   the   SUBFIELD   box,   enter   x
● In   the   FIELD   DATA   box,   enter   @c
● IN   the   REPLACE   WITH   box,   type   $d
● Make   sure   the   Add   Subfield   if   not   Present   button   is   not   checked
● Click   Replace   Text   button,   click   Yes   button,   click   OK   button,   click   Close   button

To   continue,   use   Edit   >   Replace
● Repeat,   typing   in   $9p   for   Find   what:,   and   $g   for   Replace   with
● Click   Replace   all   button,   click   OK   button,   click   Close   button
●
● Return   to   Select   Tools,   Swap   Field   Data
● Under   Original   Data:   type   in   952   for   Field,   and   g   for   Subfields
● Under   Modified   Data:   type   in   952   for   Field,   and   v   for   Subfields
● Under   Search   Options,   be   sure   to   check   Copy   Source   and   Add   to   existing   field
● Click   Process   button,   click   OK   button,   click   Close   button.

Note:   please   take   care   to   look   at   the   data   in   this   952x   field   before   editing.   If   you   have   data   other   than
the   date   (the   information   following   the   @c),   you   will   lose   this   data   when   you   swap   the   fields.   Look   for
an   @i   in   the   field   data,   occurring   before   the   $9p.   If   you   see   this   and   want   to   preserve   the   data,   please
do   not   change   the   date   from   @c   to   $d.   We   have   found   this   to   be   the   case   in   large   libraries   in   their
media   collections.

Save   and   close   the   edited   MARC   record:
● Go   to   File   >   Make   Current   File   Into   MARC
● Select   the   file   of   the   same   name,   select   SAVE   and   replace   the   existing   file.
● Go   to   File   >   Save   As
● Save   the   .mrk   file   you   created   somewhere   on   your   computer
● You   should   now   have   two   files   with   the   same   name,   but   one   has   the   .mrc   extension   and   the   other
has   the   .mrk   extension.    You   can   now   close   MarcEdit.

MARC   Validator

MARCEdit   has   a   builtin   validator   tool   that   can   help   find   problem   records   prior   to   importing   them   into
Koha.   Look   under   Addons   >   MARC   Validator.   Click   on   the   second   option,   the   option   to   Identify
Invalid   Records;   you   will   receive   a   report   of   any   titles   (there   may   not   be   any)   with   issues.   We
recommend   pulling   the   physical   item   from   your   collection   and   deleting   the   invalid   record   for   that   item,
saving   the   item   to   catalog   by   hand   postmigration.

The   YAZ   cleanup   utility

You   may   also   want   to   run   your   MARC   records   through   this   command   line   utility   prior   to   importing   into
the   database.   Using   the   command   line   screen,   browse   to   where   your   files   are   saved   on   your   server   (the
desktop   may   be   easiest).   Do   not   do   these   steps   unless   you   have   been   asked   to   do   so   by   ByWater
Solutions.

cd   Desktop

Then,   type   in   the   following   command   for   each   of   your   MARC   files,    substituting   the   appropriate   file
name   each   time:

yazmarcdump   f   marc8   t   utf8   i   marc   o   marc   FICAD.mrc   >   FICADyaz.mrc

In   the   above   line,   we   are   running   the   Yaz   utility   on   the   FICAD.mrc   file   of   MARC   records,   and   renaming
the   cleaned   file   FICADyaz.mrc   in   order   to   differentiate   from   the   previous   file.   Be   sure   to   import   the   file
with   yaz   in   the   file   name   when   staging   and   importing   your   records.

    Import your data into Koha
We   estimate   that   you   will   need   to   allow   approximately   one   hour   to   import   3,000   to   5,000   items.
Therefore,   a   collection   of   30,000   items   may   take   up   to   ten   hours   to   import.   Most   of   this   time   is   idle
time,   as   opposed   to   time   where   you   must   be   actively   working   with   Koha/your   data.

Just   as   you   exported   in   smaller   batches,   we   recommend   that   you   import   one   large   section   (for   example,
your   patron   data   or   your   fiction   collection)   or   several   small   sections   (such   as   your   audio   books   or   your
magazines)   at   a   time.   Again,   be   sure   to   import   by   prefix   type.

Import   records   into   Koha:
● Open   up   Koha   and   login   as   the   administrator
● Go   to   Tools   >   Stage   MARC   Records   for   Import
● Click   on   BROWSE   and   select   the   .mrc   file   you   want   to   import
● Click   on   UPLOAD   FILE
● This   page   gives   you   a   lot   of   options   so   it   is   worth   your   while   to   look   them   over   at   some   point
● In   the   ADD   NOTES   box   put   in   a   descriptive   name   for   the   file   you   are   importing
● Click   on   STAGE   FOR   IMPORT
● Click   on   MANAGE   STAGED   RECORDS
● Take   a   look   at   the   options   available   on   this   page   at   some   point
● About   halfway   down   the   page,   click   on   COMPLETE   IMPORT
● Your   records   should   now   be   in   Koha.
● At   any   time   you   can   undo   an   import   by   going   back   into   Manage   Staged   MARC   Records   and   click
on   the   number   next   to   the   batch   you   want   and   click   UNDO   IMPORT   on   the   page   that   follows.

Further   resources:

Koha   MARC   record   tutorial    http://www.pakban.net/brooke/

    Export and import your patrons

We   estimate   that   it   will   take   approximately   two   hours   to   complete   this   step.

It   is   our   recommendation   that   your   Koha   patron   categories   match   up   with   your   current   Follett   patron
categories.   This   will   allow   you   to   import   your   patrons   in   one   step,   as   it   is   time   consuming   to   manipulate
the   patron   data.

If   you   have   decided   to   create   different   patron   categories,   you   will   have   needed   to   create   those   categories
at   the   initial   setup   step.   To   get   your   information   into   these   categories,   you   will   have   to   manipulate   your
patron   data   in   CSV   Edit.   For   example,   if   you   currently   list   your   Canadian   patrons   in   an   “Other”
category   with   other   patron   types   and   would   like   them   separated,   you   will   need   to:

● Export   all   of   your   patron   data   into   CSV   Edit
● Sort   by   the   field   you   want   to   group   by   (ie,   by   “country”)
● Find   the   field   with   the   patron   type   and   change   what   is   there   to   correspond   with   the   new   Koha
category

Stowe   and   Norwich   are   working   on   detailed   instructions   for   this.


Customizing Koha


Koha   offers   a   good   deal   of   customization,   allowing   you   to   change   templates,   text,   logos,   and   more.


Customizing your templates

Changing   the   staff   templates

For   all   template   changes,   be   sure   you   have   saved   the   template   files   from   the   wiki   –   onto   a   thumb   drive
might   be   best.   You   will   be   pasting   in   the   updated   template   files   from   the   wiki,   overwriting   the   current
file.

You   will   need   three   files:   intranetmain.tmpl,   resetfontsgrids.css,   and   staffglobal.css.

Browse   to   Computer/Filesystem/usr/share/koha/intranet/htdocs/intranettmpl.

You   will   need   to   right   click   on   the   prog   folder   in   the   intranettmpl   folder,   copy   it,   and   paste   in   into   the
same   level.   Rename   the   copy   vokal.

Open   the   vokal   folder   you   just   renamed,   and   then   the   en   folder   /   modules.   Copy   the   vokal
intranetmain.tmpl   file   into   this   folder,   overwriting   the   current   file.

Browse   to   Computer/Filesystem/usr/share/koha/intranet/htdocs/intranettmpl/vokal/en/css   and,   as
above,   paste   in   the   staffglobal.css   file,   overwriting   the   current   file.

Browse   to   Computer/Filesystem/usr/share/koha/intranet/htdocs/intranettmpl/vokal/en/lib/yui    and
paste   in   resetfontsgrids.css,   overwriting   the   current   file.

Log   in   to   Koha,   and   click   on   System   Preferences   under   Admin.   Choose   Staff   Client,   and   under   the
template   preference,   choose   vokal.

Note:   because   of   hard   coding   in   the   templates,   we   have   run   into   issues   with   the   icons   showing   up
properly   when   a   template   folder   other   than   prog   is   chosen.   You   may   want   to   put   the   vokal   templates
into   the   prog   folder,   rather   than   renaming   the   folder   vokal.   Keep   the   original   files   in   the   prog   folder
untouched   in   the   copy   of   prog   folder.   ShooFly   Designs   is   also   working   with   the   new   preferences,   etc
available   in   Koha,   moving   out   of   the   templates   and   into   preferences   and   css   files   what   he   can.

Changing   your   icon   set

You   will   need   to   download   the   16   icon   images   from   the   wiki.

Browse   to
Computer/Filesystem/usr/share/koha/intranet/htdocs/intranettmpl/prog/img/itemtypeimage   –   add
a   new   folder   (we’ve   called   ours   sfdicons)   and   paste   all   of   the   icon   images   into   it.

I   will   have   to   check   on   the   system   preference   to   turn   them   on,   though,   I   think…   although   you   could   try
just   choosing   them   in   the   item   types   preferences.

Changing   the   OPAC   templates

You   will   need   the   following   files   from   the   OPAC   templates   folder   on   the   wiki:   opac.css,   masthead.inc,
resetfontsgrids.css,   opacdetail.tmpl,   opacmain.tmpl,   opacresults.tmpl,
MARC21slimOPACdetail.xsl,   and   MARC21slimOPACresults.xsl.   You   will   overwrite   the   current   version
of   all   of   these   files   with   the   vokal   version.

Browse   to   Computer/Filesystem/usr/share/koha/opac/htdocs/opactmpl   and,   as   above,   copy   the   prog
folder,   renaming   the   copy   vokalopac.   Open   the   /en   folder,   and   within   that   folder,   open   the   following
folders   and   paste:

● in   the   /css   folder   paste   opac.css
● in   the   /includes   folder   paste   masthead.inc
● in   the   /lib/yui   folder   paste   resetfontsgrids.css
● in   the   modules   folder   paste   opacdetail.tmpl,   opacmain.tmpl,   and   opacresults.tmpl
● in   the   /xslt   folder   paste   in   MARC21slimOPACdetail.xsl   and   MARC21slimOPACresults.xsl

Log   in   to   Koha,   and   click   on   System   Preferences   under   Admin.   Choose   OPAC,   and   under   the
opacthemes   preference,   choose   vokalopac.

Customizing your OPAC

Most of your OPAC customization can be done through the system preferences for the OPAC. You will
need to know simple HTML in order to make many of the items work.

opaccredits

This will appear at the bottom of your screen. We suggest mentioning the vokal project there; you can
put in a message with the vokal logo by pasting in this html –
 <center><img border="0" src="http://www.stowelibrary.org/files/logo.jpg" width="130"
height="55">
 The NAME OF YOUR LIBRARY is a member of the Vermont Organization of Koha Automated
Libraries </center>

Be sure to change NAME OF YOUR LIBRARY in the code above to your library’s name.

opacheader

This governs what appears above the blue Koha line with the search box and below the login
information on the top right. For steps on how to customize, please see:

http://www.myacpl.org/koha/?p=30

OpacMainUserBlock
This is what appears in the central portion of the OPAC screen. You can put news, a static message,
recommended books – really, whatever you can reasonably write HTML to do. By default, it says
“Welcome to Koha…”

The Athens County Public Libraries’ OPAC home page links to a specialized list of new and upcoming
titles – for steps, please see: http://www.myacpl.org/koha/?p=7 4

Other ideas include putting in custom search images that link to the newest items in your collection.
For steps, please see http://www.myacpl.org/koha/?p=332 .

For instructions about adding items in blocks to the main user block, please see
http://www.myacpl.org/koha/?p=380 .

 OpacNav

Use this to fill in links to important items – perhaps back to your library, to Listen Up! Vermont, and
more. You will need basic HTML to make this work. Here’s a basic example you could cut and paste in,
replacing the links with the URLs of your links, and changing the text between the > < to the labels you
need.

<a href="http://www.stowelibrary.org">Stowe Free Library web site</a> 
<a href="http://www.stowelibrary.org/searchourresources">Search Our Resources</a> 
<a href="http://www.stowelibrary.org/searchourresources/audio">Downloadable Audio
Books</a> 
<a href="http://www.stowelibrary.org/events">Library Events</a> 
<a href="http://www.stowelibrary.org/whatsnew">Library News</a> 
<a href="http://www.stowelibrary.org/kidsteens">Kids & Teens</a>

<a href="http://www.stowelibrary.org/about">About the Library</a> 
<a href="http://www.stowelibrary.org/services/illrequest">Request an ILL</a> 

Setting up your calendar

In Tools > Calendar, you can set up rules to govern how checkouts, due dates, and fines are handled
with your library.

Be sure to select your library from the pulldown menu at the top of the page.

To set up the days of the week you are closed, click on the next closest Sunday (for example) on the
calendar. A box will pop up allowing you to schedule the frequency of this closure; choose" Holiday
repeated every same day of the week" for those days you are closed each week. For repeatable yearly
holidays, such as Thanksgiving, Christmas, federal holidays, etc., click on that day on the calendar and
choose"Holiday repeated yearly on the same date" for those observed on the same day, and " Holiday
only on this day" for those, like Thanksgiving or Memorial Day, that are observed on different dates.
You will have to update your calendar each year for these closures.

In Administration > System Preferences > Circulation, be sure to choose the appropriate rule for the
finesCalendar preference and the useDaysMode preference, choosing to use the calendar if you have set
it up to your liking.


Further Resources

For suggestions on Koha user interface (UI) changes, see the blog maintained by Owen Leonard of the
Athens County Public Library: http://www.myacpl.org/koha/ . Owen does much of the work on the
Koha UI. Look in particular at the posts under the Koha UI and Koha Customization categories.

Using Koha
There is no substitute for individual practice when learning to use Koha. Indeed, you may find it more
intuitive than your current ILS. You may also find the Reference Manuals at
http://www.koha.org/documentation and http://kohacommunity.org/documentation/32manua l to
be useful they contain many screen shots.

Setting up your SLIP printer

From the wiki, copy the file morememberreceipt.tmpl. Paste the file into
usr/share/koha/intranettmpl/prog/en/modules/members, remembering to rename the old file first.
You will need to edit the file to contain your library's information.

Here are the steps to get your SLIP printer using Firefox (which you are using, right?!):
● Open File > Page Setup

● Make   all   the   headers   and   footers   blank
● Set   the   margins   to   0   (zero)

Next,   in   the   address   bar   of   Firefox,   type   about:config.
● Search   for   print.always_print_silent   and   double   click   it.   Change   it   from   false   to   true.   This   lets
you   skip   the   Print   pop   up   box   that   comes   up,   as   well   as   skipping   the   step   where   you   have   to   click
OK,   automatically   printing   the   right   sized   slip.
● If   print.always_print_silent   does   not   come   up,   right   click   on   a   blank   area   of   the   preference
window   and   select   new,   as   then   Boolean.   Type   in   print.always_print_silent   as   the   name,   click
OK,   and   then   select   true   for   the   value.
● You   may   also   want   to   check   what   is   listed   for   print.print_printer.   You   may   have   to   choose
Generic/Text   Only   (or   whatever   your   SLIP   printer   might   be   named).
Handling On Order items and holds
If   you   tend   to   import   your   MARC   records   when   you   have   ordered   the   book   (as   opposed   to   when   you
receive   the   books),   and   allow   patrons   to   place   holds   on   those   books,   you   may   find   Koha   much   more
useful   than   Follett,   even   without   using   the   Acquisitions   module.

The   easiest   way   to   import   your   latest   order   is   to   first   run   your   records   through   MARCEdit.   Download
your   MARC   records,   saving   them   to   your   desktop   or   some   other   location   you   use/will   remember.   Be
sure   you   have   MARCEdit   installed   on   your   computer   (you   should,   from   your   importing   process!);
double   click   on   your   MARC   records,   and   they   will   automatically   open   in   MARCEdit.
● Your   original   file   will   automatically   be   in   the   input;   ensure   MARCBreaker   is   chosen,   and   then
click   "Execute"
● MARCEdit   will   ask   you   where   you   want   to   save   the   output   file;   name   and   save   it   with   the   .mrk
extension.   Click   on   "Execute"   again,   and,   once   you   have   received   the   message   about   how   many
records   were   edited,   click   on   "Edit   Records"
● Your   screen   will   be   replaced   with   a   larger   screen   containing   the   MARC   records
● Click   on   Tools   >   Edit   Field   Data
● In   the   field   box,   type   942,   and   $cBOOK      make   sure   you   put   in   the   two      and   use   the
appropriate   item   type   code
○ Click   Add   field
● In   the   field   box,   type   952      this   creates   an   item   for   your   record
● In   the   field   data   box,   type   in
$7 1$a[BRANCHCODE]$b[BRANCHCODE]$cNEW$eBrodart$yBOOK   to   have   your   item   record
be   listed   as   "Ordered"   in   the   Not   for   Loan   status   (Koha   default);   on   the   New   Materials   Shelf
(Stowe's   authorized   value);   the   vendor   as   Brodart;   the   item   type   as   book   (Stowe's   authorized
value).   Replace   the   [BRANCHCODE]   in   that   string   with   your   branch   code   as   authorized   by   the
VT   DOL   (ie   VRSM)
○ You   may   want   to   look   at   other   subfields   you   would   like   data   in      for   example,   changing
the   collection   code   to   put   all   the   items   in   the   same   collection   (8),   automatically   fill   in   the
acquisition   date   (d),   or   put   in   a   public   note   (z).
○ Be   sure   you   use   the   $   to   separate   subfields;   adding   each   subfield   on   a   separate   line   will
cause   that   many   items   to   be   imported   with   your   MARC   record   (in   the   example   above,   four
items,   each   with   one   of   those   subfields   corrected)
○ Make   sure   you   look   at   the   Administration   >   Authorized   Values   in   Koha   to   put   the   correct
code   into   the   field
○ Click   Add   field
● Click   on   File   >   Make   Current   File   into   MARC   and   save   it   in   your   preferred   location

● Click   on   File   >   Save   As   and   overwrite   your   .mrk   file
● In   Koha,   go   to   Tools   >   Stage   MARC   records   for   import
● Browse   to   your   saved   file,   and   open   the   file   with   the   .mrc   extension
● Upload   the   file,   and   make   any   changes   to   the   matching   rules   that   you   find   necessary;   finally,
stage   the   records   for   import
● When   done,   click   on   Manage   Staged   Records,   and   Import   into   the   catalog
● From   here,   you   will   have   a   list   of   the   records   imported,   with   a   link   to   the   item      right   click   on   the
Bib   number   link   and   open   it   in   a   new   window
● You   will   be   taken   to   the   normal   view   of   the   record      from   here,   you   may   want   to   further   edit   your
file   in   order   to   allow   holds
○ In   the   item,   under   the   "Barcode"   heading,   click   on   [Edit   items]
○ Click   in   the   barcode   field   to   either   type   in   a   temporary   barcode,   or,   if   you   have   the
preference   set,   clicking   in   the   subfield   will   automatically   generate   a   barcode
■ To   automatically   generate   a   temporary   barcode,   you   may   want   to   ahead   of   time   go
to   Administration   >   Global   System   Preferences   >   Cataloging    and   choose   the   format
you   want   to   use   under   autoBarcode
○ You   may   want   to   edit   the   call   number   to   reflect   how   you   format   your   call   numbers   (for
example,   most   of   your   fiction   by   American   authors   will   still   have   a   call   number   in   813.54,
etc)
● Finally,   if   any   of   your   ordered   books   already   have   hold   requests,   you   should   call   up   the   book   in
the   staff   catalog   and   place   a   hold.   Patrons   should   have   the   ability   to   place   a   hold   on   the   item   in
the   OPAC   as   well

Once   the   item   has   come   in,   you   will   need   to   go   to   the   item   record   and   individually   change   the   item   to
have   the   correct   barcode,   and   manually   change   the   status   from   Ordered   to   choosing   a   blank   line   in   the
Not   for   Loan   line.   If   you   purchase   your   cataloged   item   records,   you   may   want   to   request   your   vendor
put   in   the   information   you   need   into   the   MARC   records   for   you;   that   way,   you   could   import   the
editedbythevendor   file,   overwriting   the   current   record,   automatically   replacing   the   data   with   what
you   need.

Running Overdues
In   Koha,   provided   the   following   are   set   up   correctly,   your   overdues   will   largely   become   an   automated
process:

● Ensure   the   Process   mail   chron   job   is   running
● Set   up   the   schedule   for   your   Overdues   is   set   up   under   Tools   >Notice/Status   Triggers
● Set   up   notices   in   Tools>   Notices
● Ensure   your   KohaAdminEmailAddress   preference   under   the   Admin   menu   is   set   to   the   address
you   would   like   to   receive   your   overdue   report   to

Setting   up   your   Overdues   schedule

Under   Tools   >   Overdue   notice/status   triggers,   be   sure   to   choose   your   library   where   the   "Select   the

Library" pulldown menu is located.

For each of your patron types, you should have the option to set the delay (in days), as well as what
notice you would like to send. The delay in sending notices should correspond with the issueing rules
you have already established at Administration > Issuing Rules. At NPL we send three different
notices the first at 7 days, the 2nd at 21 days and the final notice of suspension at 45 days. You can
automatically suspend them at the time of the notice by clicking the "debar" checkbox.

For more about the status triggers, see
http://kohacommunity.org/documentation/32manual/?ch=x5235.

Setting up your Overdue Notices

Under Tools > Notices, you should see a list of Koha's available notice templates. You will want to be
sure to edit the notices you have listed in the notice/status triggers above, in order to reflect the
language and information your library needs. For example, here are the notices that Norwich Public
Library uses:

1st Overdue Notice (sent at 7 days)

Dear <<borrowers.firstname>> <<borrowers.surname>>,

According to our current records, you have items that are overdue. Please return or contact the library
regarding renewal. If you have returned this item(s) within the last 36 hours, please disregard this
notice.

<<branches.branchphone>>
<<branches.branchemail>>

If you have registered a password with the library, you may use it with your library card number to
renew online. The following item(s) is currently overdue:

<<items.content>>

2nd Overdue Notice (sent at 21 days)

Dear <<borrowers.firstname>> <<borrowers.surname>>,

The following items are very overdue. Please return as soon as possible or your account will be
restricted. Call or email for problems or concerns about this notice If you have returned this item(s)

within the last 36 hours, please disregard this notice. .

<<branches.branchphone>>
<<branches.branchemail>>

If you have registered a password with the library, you may use it with your library card number to
renew online.

<<items.content>>

3rd Overdue Notice (sent at 45 days)

Dear <<borrowers.firstname>> <<borrowers.surname>>

According to our current records, the following items are 45 days overdue. You will be unable to use
your library card until the item(s) is returned, replaced, or paid for in full.

<<items.content>>

Please contact the Library for questions about this notice.
6491184 or circulation.desk@norwichlibrary.org

For more about notices, see http://kohacommunity.org/documentation/32manual/?ch=x5120 .

Some notes on Overdues
If patrons have an email address listed, overdue notices will be automatically emailed to them.
Accounts without email addresses will be sent (via email) to the administrative email address listed.
These notices can then be cut & pasted into word documents and sent via snail mail.

For   a   glance   at   everything   that   is   overdue,   go   to   Circulation   >   Circulation   Reports   >   Overdues.   Limiting
options   are   available   to   the   left;   you   can   also   download   a   copy   of   the   file   (it   will   automatically   download
as   a   commaseparated   value   or   .csv   file),   which   you   can   then   open   in   Excel,   for   example,   and   reorder.

Running reports in Koha
Holds
You   will   find   the   Holds   reports   under   “Circulation.”

Each   morning,   run   the    Holds   to   Pull    report.   This   will   give   you   a   list   of   books   to   pull   off   the   shelf   that
people   have   requested.   It   should   also   tell   you   which   titles   to   pull   off   the   holds   cart   to   move   onto   the   next
person.

The   equivalent   Koha   holds   report   to   the   daily   one   we   ran   in   Follett   is   the    Holds   Awaiting   Pickup
report.   This   lists   what   should   be   sitting   on   the   holds   shelf   for   pickup;   books   that   need   to   move   on   to   the
next   person   will   have   “Hold   Over”   written   under   the   date   in   the   “Available   Since”   column.   Click   on   the
“Patron”   heading   to   reorder   the   list   in   alphabetical   order   by   the   patron’s   last   name.

To   see   the   number   of   holds   on   a   title,   use    Hold   Ratios .   To   the   left,   you   can   adjust   the   ratio,   to   see
which   books   have   more   than   a   certain   number   of   holds.

Patron   Reports
Under   “Statistics   Wizards”   and   “Patrons”   in   the   Reports   section

This   grid   of   reports   gives   only   a   simple   statistical   snapshot,   not   a   list   of   patron   names   meeting   certain
criteria.   To   see   how   many   patrons   in   each   category   we   have,   choose   Patron   Category   as   the   Row   and
Library   as   the   column.

You   could   place   limits   on   the   information   put   out   –   for   example,   look   at   how   many   children   under    or
over   a   certain   age   we   have   (since   we   only   collect   birthdays   for   patrons   under   18)   by   putting   in   the   date
range   for   birth   date.

Cataloging   Reports
Under   “Statistics   Wizards”   and   “Catalog”   in   the   Reports   section

This   grid   of   reports   gives   only   a   simple   statistical   snapshot,   not   a   list   of   titles   meeting   certain   criteria.

“Catalog   by   Item   Type”   under   the   “Other”   reports   heading,   is   an   easier   way   to   see   how   many   items   of
each   item   type   we   have.

Circulation   Statistics
Under   “Statistics   Wizards”   and   “Circulation”   in   the   Reports   section

To run a daily circulation report, choose the period as the column ; you will have to use the date you
want the report for as the start date, and the next day as the end date (ie, 10/13/09 and 10/14/09) in
order to get the stats for only the start day – as with most things in Koha, the end date is exclusive (ie, it
does not count that day). Next, choose the shelving location as the row . You could also choose the
library as the row to get a single, overall number for the day, or the item type as the row to get
circulation numbers by DVD, book, etc.

To run a monthly circulation report, choose the library as the column and the period as the row ,
using October 1 to November 1 as the range. This will just give a single circulation number for each day.

Various Reports of Interest
Under “Other” in the Reports section

Items Lost = will give a printout of items that have lost or missing as the status

Most Circulated Items = you can put in any date range (for example, September 30 to November 1 for
October) and see what the most checked out items were. Our ILL books will always be towards the top,
as they share a single record. Some ideas:
● you can choose the patron type to see what a particular group of patrons (out of town patrons,
for example), checked out the most often
● you can change the item type to see the most popular audiobook, DVD, book, etc
● change the limit from the default of “5” to see a longer list

SQL for Custom Reports

Under Reports > Guided Reports > Create from SQL, you can easily add new saved reports by pasting
in the SQL statement. A few created by vokal are:

Books added in the past 30 days, not including any with a Not for Loan status of On
Order
helpful for creating a New Books List

SELECT items.dateaccessioned,items.itemcallnumber,biblio.title,biblio.author FROM items LEFT
JOIN biblio on (items.biblionumber=biblio.biblionumber)
WHERE items.itype='BOOK' and DATE_SUB(CURDATE(),INTERVAL 30 DAY) <=
items.dateaccessioned and items.location = "NEW" and items.notforloan != 1
ORDER BY biblio.title asc

Books On Order

SELECT items.dateaccessioned,items.itemcallnumber,biblio.title,biblio.author FROM items LEFT
JOIN biblio on (items.biblionumber=biblio.biblionumber)
WHERE items.itype='BOOK' and items.notforloan = 1
ORDER BY biblio.title asc

Overdues 2 weeks

SELECT borrowers.surname, borrowers.firstname, borrowers.email, borrowers.phone,

borrowers.guarantorid, issues.date_due,
 (TO_DAYS(curdate())TO_DAYS(date_due)) AS 'days_overdue',
 items.itemcallnumber, items.barcode, biblio.title, biblio.author
FROM borrowers JOIN issues ON (borrowers.borrowernumber=issues.borrowernumber)
JOIN items ON (issues.itemnumber=items.itemnumber)
JOIN biblio ON (items.biblionumber=biblio.biblionumber)
HAVING days_overdue between 14 and 20
ORDER BY borrowers.surname, issues.date_due

Overdues 4 weeks

SELECT borrowers.surname, borrowers.firstname, borrowers.email, borrowers.phone,
borrowers.guarantorid, issues.date_due,
 (TO_DAYS(curdate())TO_DAYS(date_due)) AS 'days_overdue',
HAVING days_overdue between 28 and 34

Overdues 6 weeks

SELECT borrowers.surname, borrowers.firstname, borrowers.cardnumber,
borrowers.email, borrowers.phone, borrowers.guarantorid, issues.date_due,
 (TO_DAYS(curdate())TO_DAYS(date_due)) AS 'days overdue',
WHERE (TO_DAYS(curdate())TO_DAYS(date_due)) between 42 and 48

Overdues with holds

SELECT borrowers.surname, borrowers.firstname, borrowers.phone, borrowers.phonepro,
issues.date_due, items.itemcallnumber, items.barcode, biblio.title,
CONCAT('<a
href="/cgibin/koha/circ/circulation.pl?borrowernumber=',reserves.borrowernumber,'">',reserves.
borrowernumber,'</a>') AS 'On hold for'
FROM issues
LEFT JOIN borrowers ON (borrowers.borrowernumber=issues.borrowernumber)
LEFT JOIN items ON (issues.itemnumber=items.itemnumber)
LEFT JOIN biblio ON (items.biblionumber=biblio.biblionumber)
LEFT JOIN reserves ON (items.biblionumber=reserves.biblionumber)
where items.biblionumber=reserves.biblionumber AND (TO_DAYS(curdate())TO_DAYS(date_due))
>= '1'
ORDER BY issues.date_due asc, borrowers.surname ASC

Unmatched itemtype in Biblio and Item

select biblio.biblionumber, items.biblioitemnumber, items.itemnumber, items.onloan, items.itype,
biblioitems.itemtype, CONCAT('<a
href="/cgibin/koha/catalogue/detail.pl?biblionumber=',biblio.biblionumber,'">',biblio.title,'</a>'
) AS Title FROM biblio left join items on (biblio.biblionumber = items.biblionumber) left join
biblioitems on (biblio.biblionumber = biblioitems.biblionumber) where biblioitems.itemtype = "CASS"

Further Resources

Add your own custom reports using the SQL statements available at the Koha Developers Wiki:
http://wiki.kohacommunity.org/wiki/SQL_Reports_Library .

Running Backups
If you are running an individual install, be sure you have regularly scheduled yourself to back up your
system we recommend at least once a week.

In the Home directory on your server, look for a group of files with a name similar to

StoweStowe_20100326_0000.sql

This is your dated backup file (in this case, for Stowe on 3/26/2010).

Save a week's worth of backups at the most; more than that, especially for a large system, and you will
start to fill up your disk space. If you have made any big changes to your system, additionally save the
one right before the big change, just in case.

We recommend copying and pasting the most current file onto a flash drive (you will want a large flash
drive, at least 2GB or more), and then storing that flash drive off site.

Resources for Using Koha

The   Northeast   Kansas   Library   System   (NELKS)   maintains   a   wealth   of   information   on   using   Koha   and
Koha   quirks   at    http://www.nexpresslibrary.org/archives/ .   For   example:

● accessing   item   information   and   last   borrower:
http://www.nexpresslibrary.org/iteminformationandlastborrower/
● videos   for   patron   and   staff   training:
http://www.nexpresslibrary.org/videosreviewedfor2009training/
● presentation   for   migrating   libraries   (ie,   libraries   new   to   Koha):
http://www.nexpresslibrary.org/trainingformigratinglibrariesnexpressfaqs/
● training   resources:    http://www.nexpresslibrary.org/training/

Koha   Manual   for   version   3.0x:    http://koha.org/documentation/manual/3.0

FAQ   on   using   Koha:  http://kohacommunity.org/documentation/faq/

Suggestions for Staff

Adequate   training   is   essential   for   success.   The   Stowe   Free   Library   used   a   simple   method,   offering   30
minute,   basic   trainings   for   all   staff   and   volunteers   close   to   golive   time   (in   addition   to   other   training);
the   Brownell   Library   used   a   more   indepth   process   involving   "homework."

Koha "Homework" for Staff
Notes   from   the   "Getting   Acquainted   with   Koha"   homework   assignment   by   Wendy   Hysko

To   begin,   staff   needed   to   log   in   to   the    vokal    test   system   and   create   their   own   patron   record,   using   a
library   card   from   a   selection   that   had   been   set   aside   for   just   such   a   purpose.   Previously,   Wendy   had
created   catalog   records   for   10   "books"   that   the   staff   could   use   to   play   around   with,   including   cardboard
dummies.   Staff   needed   to   create   a   new   patron   record,   checkout   and   check   in   at   least   5   of   the   “books”
(cardboard   creations),   and   place   1   hold   on   a   book.

● Go   to   “Patrons”   in   top   menu,   choose   new   and   create   an   account   for   yourself.    This
is   a   test   system,   just   have   fun   filling   out   the   info.   Keep   in   mind   there   might   be   restrictions
depending   on   which   type   of   account   you   choose;   for   example,   if   you   choose   to   be   a   child,   you
might   need   to   fill   out   parent   info.   One   part   that   is   important   if   you   want   to   play   with   your   new
patron   record   is   to    set   the   expiration   date   for   the   future    –   the   auto   calculation   isn’t   set   to   work.
Due   to   the   test   site   nature   of   this   system,   we   don’t   know   what   certain   fields   mean,   check   with
your   Koha   pointperson   on   staff.   Remember,   on   the   test   system,    you   can’t   do   much   to   bring   the
system   down;   we’re   all   learning   it   and   exploring   is   a   great   way   to   acquaint   yourself,   learn   new
things   and   increase   our   general   pool   of   knowledge!
● To   get   acquainted   with   our   new   system,   Wendy   has   cataloged   10   “books”   for   you   to   play   with.
Check   out   books,   check   in   books,   place   holds,   explore!    Wendy   has   already   placed

some   holds   on   a   few   books   so   you   might   get   to   see   what   messages   pop   up.
● Extra   credit   –   use   “add   child”   option   on   an   adult   account   and   see   how   that   family   feature   of
Koha   works.
● When   you   have   completed   the   assignment,   put   your   library   card   with   your
name   on   it   in   the   “Completed   Cards”   envelope.   Please   return   the   “books”   to   the
shelving   when   you   are   done   so   others   may   use   them   too.   You’ll   get   your   card
back   once   we   record   your   completion   so   you   can   continue   exploring   the   system!

Brownell   also   created   a   reward   for   everyone   who   completed   the   task   –   a   good   way   to   track   and   to
motivate.

Troubleshooting Tips


In   many   cases,   if   you   find   something   is   not   working   for   you   with   Koha,   running   an   update   will   resolve
the   issue.


Linux Updates

Updates   should   take   you   under   five   minutes,   although   if   there   are   a   large   number   of   updates,   they
may   need   to   run,   unattended,   for   up   to   30   minutes.

Every   so   often,   you   will   need   to   update   Linux.   In   Debian,   look   for   the   little   orange   gear   at   the   top   right
of   the   desktop   screen   by   the   date.   This   gear   appears   when   there   are   updates   to   run.   You   must   be   logged
in   as   the   root   user   to   run   the   updates;   click   on   the   gear,   input   your   password   if   necessary,   and   let   the
updates   run.

This   is   a   new   release   of   Debian,   so   there   may   be   many   updates   to   run.

You   can   also   find   updates   by   going   to   System   >   Admin   >   Update   Manager

    Koha Updates
It   should   take   between   5   and   15   minutes   to   run   your   Koha   updates.   If   you   need   instructions   on   Koha
updates,   look   at   the   INSTALL.debianlenny   file   on   your   desktop.

Richard   will   alert   the   group   when   new   updates   are   available ;   each   member   library   running
an   individual   install   will   need   to   do   the   upgrade   themselves.

Lucinda,   do   you   have   better   directions    for   this?

● From   your   Linux   desktop,   open   the   root   terminal.   The   terminal   should   read    cd/root ,   and   you

will   need   to   type    /kohaclone .   The   kohaclone   directory   is   a   special   directory   where   updates   go
to.
● Next,   at   the   new   prompt,   type    gitpull .   This    command   goes   out   to   find   what's   new   from   "the   big
Koha   server   in   the   sky,"   most   likely   hosted   by   LibLime;   the   git   command   gets   files   in   to   the
staging   area   for   upload.   This   may   take   a   little   bit   of   time,   as   you   could   have   several   thousand
files   to   be   updated.
● When   this   is   finished,   to   update   Koha,   type:
○ root@koha1:   root/kohaclone#    perl   Makefile.PL   previnstalllog
/usr/share/koha/misc/kohainstalllog
○ The   only   spaces   should   be   between   PL   and   the      and   between   log   and   /usr
○ Press   enter   (this   update   should   be   very   quick)
○ Type    make
○ Press   enter   (the   feedback   will   speed   through)
○ Type    make   test
○ Press   enter   (if   the   test   didn't   work,   you   will   get   a   message   about   what's   missing.   This
should   be   rare.   Call   Richard   if   this   happens.).
○ When   done,   you   will   receive   a   message   "All   tests   successful."   You   want   the   test   to   be
successful   before   you   commit   the   changes   to   Koha.
○ At   the   prompt,    type    make   upgrade
○ Press   enter

When   this   process   is   complete,   go   back   to   your   Koha   staff   side   IP   address.   If   the   login   page   looks
different   (for   example,   if   you   receive   a   message   about   installing),   login   as   the   original   kohaadmin   user.

From   here,   click   on   Web   Installer   >   Step,   and   then   choose   Update   Database.   Click   to   continue   to   login
with   Koha.

This   update   may   take   up   to   an   additional   5   minutes.

Verify   the   upgrade   by   clicking   on   Admin   >   System   Preferences   and   scrolling   to   the   bottom.   The   very   last
box   will   read   "Version;"   check   that   it   is   the   upgrade   you   just   performed.

Troubleshooting a slow system
It   is   important   to   remember   that   any   webbased   system   will   likely   be   a   tad   slower   than   an   individual
install   on   your   own   network   with   client   software,   if   only   because   your   command   must   pass   through
your   computer,   your   network,   and   your   ISP   (and   back).   If   you   notice   your   Koha   system   is   slower   than   in
the   past,   it   is   worth   checking   the   following   items:

● How   new   are   your   circ   desk   computers?   As   with   anything   in   the   library,   it   is   best   to   have   your
newest   computers   with   the   fastest   processors   at   the   point   of   service   that   receives   the   most
demand.   If   you   are   using   older   computers   on   your   circ   desk   and   notice   Koha   is   slowing   down,
you   may   want   to   have   your   IT   person   check   your   CPU's   performance.
● Does   the   system   slow   at   the   same   time   or   times   of   day?   This   could   be   a   response   to   your   ISP's
network   loads   at   that   particular   time.   When   you   notice   Koha   is   slowing   down,   it   is   a   good   idea   to
keep   a   log,   noting   the   exact   time   of   day   and   what   you   are   trying   to   do   (are   you   checking   in,   or
out,   etc?).   This   can   help   determine   a   pattern   as   well   as   pinpoint   a   time   if   someone   needs   to   look
at   the   Koha   logs   for   what   was   happening.
● Check   your   server,   if   you   are   running   an   individual   install.   You   may   be   low   on   disk   space   (for
example,   you   may   need   to   delete   old   backups)   or   you   may   have   a   large   number   of   swap   files.

Delete   your   old   backup   files   and   reboot   the   server   to   allow   your   processors   to   have   less   work   to
do   when   you   give   them   a   command.
● Be   sure   your   Linux   updates   are   up   to   date   (see   above   for   directions).
● Check   your   chron   jobs   (you   will   likely   need   to   ask   Richard   or   ByWater).   Your   index   updates   may
be   set   for   a   time   interval   that   is   too   frequent.


    Other sources of documentation
We   recommend   you   allot   at   least   to   2   hours   for   reading/bookmarking/at   least   perusing   the   following
recommended   resources.

One   of   the   hardest   things   for   most   libraries   when   moving   to   Koha   is   no   longer   having   a   print   “User
Manual”   or   a   1800   number   to   call   for   help.   Certainly,   the   use   of   Koha   –   as   with   much   of   the   new
technology   these   days   –   requires   a   comfort   level   with   technology   that   surpasses   simply   being   able   to
turn   a   computer   off   and   on.   You   –   and   your   staff   –   must   become   active   participants   in   making   things
work,   and   with   knowing   what   to   do.

This   user   guide   helps   bridge   the   gap   between   having   no   documentation   and   having   a   user   manual,   but
will   not   replace   the   power   of   your   own   knowledge.

● Read   the   resources   listed   under   “Further   Resources”   in   each   section   of   this   user   guide
● Bookmark   the   Koha   Documentation   site   created   by   Nicole   Engard   at
http://kohacommunity.org/documentation/ .   Especially   important   are   the   Reference   Manuals
and   FAQ.   Indeed,   we   recommend   you   bookmark   the   site   on   each   of   your   circulation   computers.
● Bookmark   and   look   at   the   Koha   Wiki:    http://wiki.kohacommunity.org .    Think   of   this   as
equivalent   to   the   “Knowledgebase”   provided   by   your   current   ILS   support   vendor   –   ie,   “look   here
online   first   before   you   call   us.”
● The   Koha   Newbie   guide   by   BWS   Johnson :     http://www.kohadocs.org/newbieguide.html    is
invaluable   if   you   require   stepbystep   information.
● General   Koha   information   may   be   found   at    http://kohacommunity.org ,   including   links   to   the
wiki   and   mailing   lists

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