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Community Experience DistilledInstall, configure, and maintain your Koha installationwith this easy-to-follow guideSavitra SirohiAmit GuptaPAC KTopens

Table of ContentsConfiguring the correct SAX parser62Setting up environment variables for the Linux shell63Setting up KOHA_CONF environment variable63

Chapter 5irculerme Patrons SearchMoreHO LIBRARY_SET SetI kohaadmin (Lou C1.4)I 1114ko h aSuhmrlCheck Out Check Inthe CatalogHerne tAdministration tSys

Configuring the Cataloging ModuleUse the Search for tag feature to navigate to the field you wish to edit. Use theDisplay only used Tags /Subfields ch

Chapter 5Circulation PatronsEear=hMore nRO_LIBRARY SET (;,yf) I kohaadmin (Loo Out) ILL]4 k o h aSubmitCheck Out Check InSearch the Catalog...

Configuring the Cataloging ModuleEditing labels of fields or subfieldsTo edit how a tag or subfields is labeled in the cataloging screens, edit the fi

Chapter 5SummaryIn this chapter, we used three tools to make cataloging simpler and to control dataentry:MARC FrameworksAuthority ControlAuthorized va

6Configuring the CirculationModuleIn this chapter, we will learn how to configure Koha's circulation module. Thismodule is used to loan library i

Configuring the Circulation ModuleYou can find the Patron Category Administration screen in the Patrons andCirculation section in Koha's Administ

Chapter 6Here are some examples for different types of libraries:Public library: In a public library, these categories might be suitable:o Adulto Chil

Configuring the Circulation ModuleFieldMandatory?InstructionsCommentsUpper AgeNoEnter upper age limit.LimitEnrolment FeeNoEnter fee amount.This fee wi

Table of ContentsItem types94Identifying Item types95Creating Item types96Circulation and fine rules97Identifying circulation and fine rules98Creating

Chapter 6CirculationPatrons Search More.4kohaCheck OutCheck InSearch the CatalogHome ,Administration >Item Types AdministrationSystem PreferencesNe

Configuring the Circulation ModuleHere's a good example of Koha's default Item type list:BooksReferenceJournalsReportsCD /DVDSCreating Item

Chapter 6Circulation and fine rulesIn Koha, for a combination of library or branch, patron category and item type, youcan specify:Loan periodFine amou

Configuring the Circulation ModuleIdentifying circulation and fine rulesUnless your library is just starting up, you will already have your list of ci

Chapter 6Library orbranchPatroncategoryItem TypeLoan PeriodFine AmountCurrentCheckoutAllowedDefaultLibrary CStudentStudentDefaultDefault211451053The f

papeatable holiday'Configuring the Circulation ModuleIf you have Koha include holidays in the loan period, the due date will becalculated as chec

Chapter 6To configure the calendar, we follow these steps:1.If Sundays are holidays, click on the nearest Sunday in the calendar andchoose option Holi

Configuring the Circulation ModuleCir.:teat:onPatrons SeirchMore y4kohaSearchSearch System Preferences -Check OutSearch the CataloqHome ,Administratio

Chapter 6Preparing to configure due and overduenoticesTo configure due and overdue notices, we will need to prepare a plan. We willneed to identify wh

Configuring the Circulation ModuleEditing noticesThe Notices screen can be found in the Tools section. The following screenshotshows the notices templ

Table of ContentsConfiguring general preferences138Configuring messaging preferences138Configuring security preferences142Configuring search preferenc

Chapter 6Circulation PatronsSealcn ,doreNO_LIBRARY_SET SeiI kohaadmrn (Log Out] 112114kohaJC o h ai SearchI-------.Search NoticesCheck but Search the

Configuring the Circulation ModuleEditing notice triggersNotice triggers screens can be found in the Tools section. Here we configure, foreach patron

Chapter 6Configuring holdsReplace this with "Finally, let us turn our attention to holds. Using Koha's holdsfeature, patron can request that

Configuring the Circulation ModuleCirculationPatrons SearchMoranNO LIBRARY_S'ETI kohaadmin {Log l'ut)¿IJ4kohaI SearchSearch System Preferenc

Chapter 6SummaryCirculation is arguably the most important function in a library. In this chapter,we learned:How to map a library's policies to K

Configuring Other SystemPreferencesIn this chapter, our goal will be to complete the application configuration and be in aposition to use Koha in a te

Configuring Other System PreferencesKoha's global system preferences moduleThe Global system preferences module can be found under Koha Administr

Chapter 7Using system preferencesHere are some key points to note about using these preferences:These preferences apply to the whole system; it is not

Configuring Other System PreferencesConfiguring patrons preferencesLet us start by learning about patrons- related system preferences. These preferenc

Table of ContentsMARCEdit172bulkmarckimport.pl172Koha's GUI import tool175Choosing an import tool176Migration process176Preparing to migrate cata

Chapter 7System preferenceSystemDescription DefaultpreferencesvaluestabInstructionsBorrowerMandatoryFieldPatronsExtendedPatronAttributes PatronsMandat

Configuring Other System PreferencesSystem preferenceSystemDescription DefaultpreferencesvaluestabInstructionsautoMemberNumPatronsWhether toOn Koha ge

Chapter 7System preferenceSystemDescriptionDefaultpreferencesvaluestabInstructionsmemberofinstitutionPatronsWhetherOffTurn thispatrons canpreferencebe

Configuring Other System PreferencesTracking of late or missing ordersGeneration of claim lettersUnlike Cataloging and Circulation, relatively fewer l

Chapter 7Here is an explanation of the Acquisitions preferences with instructions on how toconfigure them:System preferenceSystempreferencestabDescrip

Configuring Other System PreferencesIn version 3.02 there is no serials or subscriptions category. You can find relatedsystem preferences by searching

Chapter 7System preferenceSystemDescriptionDefault Additionalpreferences tabvalue informationRenewSerialAddsSuggestionSerialsWhether toOffTurn this on

Configuring Other System PreferencesConfiguring OPAC preferencesKoha's Online Public Access Catalog (OPAC) is not just an online catalog; it is a

Welcome to Koha...Text added to OPAC Main User Blockstem Preference.My OPAC CreditsThese preferences allow us to change OPAC content without having to

Configuring Other System PreferencesSystem preferenceSystemDescriptionDefault valueInstructionspreferencestabopacheaderOPACContents atEnter HTMLthe to

Table of ContentsSoftware bugs211Command line programs- environment variables not exported213Problems with Internet Explorer214Summary215Chapter 11: U

My WebsiteWelcome to Mlle...Text added to OPAC Main User Block System Preference.Log in to Your Account:Login._._...__. ... ...

Configuring Other System PreferencesSystem preferenceSystempreferencestabDescription DefaultInstructionsvalueOpacTopissue OPACWhether Offto displaythe

Chapter 7System preferenceSystemDescriptionDefaultInstructionspreferencesvaluetabopacuserloginOPACWhether toOnIf you turnallow userthis on, youlogin i

Configuring Other System PreferencesSystem preferenceSystempreferencestabDescriptionDefault InstructionsvalueRequestOnOpacOPACreviewsonOPACsuggestionO

Chapter 7SearchImportant links here.top( INSeck,n<.I..tt e R0.;yry(,Building a virtual libraryO Normal ViewEN MARC ViewOiErcctr: MARC .Wewby Hanson

Configuring Other System PreferencesHere is a listing of select enhanced content preferences along with instructions onhow to set these up:OPACFRBRize

Chapter 7OPACFRBRizeEditionsSystemDescriptionDefaultInstructionspreferencesvaluetabOPACFRBRizeEditionsEnhancedContentWhether toOffdisplay aneditions t

Configuring Other System PreferencesOPACFRBRizeEditionsSystempreferencestabDescription DefaultInstructionsvalueThingISBNXISBNPINSEISBNTagsEnabledTagsM

Chapter 7These preferences related to:Themes or templates: These are a broad set of elements - style sheets,JavaScript programs, or header and footer

Configuring Other System PreferencesHere is a listing of OPAC styling- related preferences along with instructions onhow to set them up:System prefere

Table of ContentsUsing Git to manage software changes233Understanding the software customization process233Customizing Koha software -an example234Cre

Chapter 7System preferenceSystempreferencestabDescriptionDefaultInstructionsvalueopacstylesheetOPACThis containsThis is useful if thethe Webstylesheet

Configuring Other System PreferencesSystem preferenceSystempreferencestabDescriptionDefaultInstructionsvalueXSLTResultsDisplayOPACThispreferenceallows

Chapter 7Circulation PatronsSearch MareNO_LIBNARY_SET ( kohaadmin (Lág_CgE1)4kohaishiSearch System Preferences _Check OutSearch the CatalogHome , pden

Configuring Other System PreferencesSystem preferenceSystemDescription DefaultAdditional informationpreferencesvaluetabintranetstylesheetStaff ClientI

Chapter 7Koha can send messages to patrons via e-mail or SMS. Most Koha libraries usee -mail. We are already familiar with setting up overdue notices

Configuring Other System PreferencesHere is a listing of messaging -related preferences along with instructions on how toset then up:System preference

Chapter 7System preferenceSystemDescriptionDefaultAdditionalpreferencesvalueinformationtabAutoEmailPrimaryAddressPatronsThe default OffA patron record

Configuring Other System PreferencesSystem preferenceSystem Description DefaultAdditionalpreferencesvalueinformationtabKohaAdminEmailAddress Admin Thi

Chapter 7Circulation PatronsSearch More xiNO_LIBRARY SET ((St) I kohaadmin (Log Out) I III4kahaI SearchSearch System Preferences igidack OutSearch the

Configuring Other System PreferencesSystem preferenceSystemDescription DefaultInstructionspreferencesvaluetabIndependantBranches AdminWhether OffStaff

PrefaceMuch of what we have written in this book is based on our experiences teachingKoha installation and maintenance of technology and library staff

Chapter 7Configuring search preferencesThe catalog search tool is available on both the OPAC and the staff client. It is themost frequently used tool.

Configuring Other System PreferencesHere is the explanation of the search -related preferences along with instructions onconfiguring them:System prefe

Chapter 7SummaryHere is what we learned in this chapter:How to browse system preferences categories or to find them using thesearch toolConfiguring Pa

8Test Driving Your KohaInstallationWe have completed the server setup and the application configuration. We are nowin a position to take our Koha inst

Test Driving Your Koha InstallationCreating a new patronTo create a patron record, navigate to the Patrons module using the menu bar at thetop of the

Chapter 8Searching for a patronLet us make sure the patron has been saved successfully. Use the Search Patrons tabunder the search box to search for t

Test Driving Your Koha InstallationCreating a bibliographic recordTo create a new record, navigate to the Cataloging module using the Moredrop -down l

Chapter 8Creating an item recordOnce the bibliographic record is created, you will automatically move to the AddItem screen.HDlds[Checkout historyModi

Test Driving Your Koha InstallationSearching for the recordLet us now make sure the bibliographic and item records are saved properly. Use theSearch t

PrefaceChapter 3, Installing Koha's Zebra Search EngineIn the third chapter we will focus on Zebra - Koha's powerful catalog search engine.W

Chapter 8Checking outFirst navigate to the Circulation module using the menu bar on the top of the page.Then enter the name of the patron or the patro

Test Driving Your Koha InstallationChecking inTo check in, use the Check In tab under the search box. You will need to enter theitem's barcode.Ci

Chapter 8CirculahonPatrons SemenMore aBusiness Administration Library (WI osslabs ILOVA I al4koha Iorder bySurname SearchSearch PatronsCheck OutSearch

Test Driving Your Koha InstallationCreating budgetsNavigate to the Funds and budgets section under Koha Administration. First createa Fund by entering

Chapter 8CirculationPatrons SearchMoeBurines Administration Library Cast) i kehaadmin (.Lsy 1!r_)LL14koha0Vendor SearchHome ,Acquisitions : Search for

Test Driving Your Koha InstallationReceiving shipmentsTo receive a shipment, click on the Receive Shipment button.Circulation PatronsSearchMore rBusin

Chapter 8Viewing budget utilizationFinally, let us take a peek at the budget figures; the Spent and Avail amount will beautomatically changed to refle

Test Driving Your Koha InstallationFields with labels in red are mandatory.Here are the steps to entering subscription details:1.Select a vendor by us

Chapter 8Searching for the subscriptionLet us make sure that the subscription is saved successfully. Use the SearchSubscriptions tab to find the recor

Test Driving Your Koha InstallationReceiving an issueWhen the issue arrives in the Library, the staff needs to update the subscriptionrecord to accoun

PrefaceChapter 10, TroubleshootingIn this chapter, we will learn about ways to troubleshoot Koha problems, wewill learn about the community tools and

Chapter 8We go through the following steps to create the report:1.Select the module that we want to query.2.Choose the display format.3.Choose a set o

Test Driving Your Koha InstallationUsing a saved reportTo test the report you just created click on the Use Saved buttonon link. Click on theRun this

Chapter 8e,ncarae.iLeg PetMy OPAC Headerkotier" returned 2 results '8Refkreyorn search .L-. -¡!AddtaAvailabilityLimito ç::rreralr"..ev;

9Migrating Catalog DataMigrating catalog data from the legacy system is a prerequisite to using Kohafor most libraries. The process involves exporting

Migrating Catalog DataUnderstanding MARC filesWe will need to convert MARC files exported from the legacy system, which havean extension . mrc. Let&ap

Chapter 9Some 952 subfields are very important from a Koha perspective. These include:952$a - Permanent location: This is the home library or branch o

Migrating Catalog DataMARCEditA very popular tool used to view and edit MARC records, and convert them fromtext to MARC and vice versa. The software i

Chapter 9Bulkmarcimport.plMandatory?ExplanationExampleoptionfknocommittsNoWhen importing records, values- f kfor fields such as library code(952$a) ne

Migrating Catalog DataBulkmarcimport.plMandatory?ExplanationExampleoptioncNoThe characteristic MARC flavor of -cUNIMARCrecords in the import file. Def

PrefaceWho this book is forThis book is aimed at Linux System Administrators who need to install and maintainKoha. If you are a system administrator w

Chapter 9SAMPLE:$ export KOHA CONF= /etc /koha.conf$ perl misc/migration_tools/bulkmarcimport.pl -d -commit 1000 \-file /home /jmf /koha.mrc -n 3000Ko

Migrating Catalog DataRecord matching rules can match the incoming records to those already in thedatabase. These rules can be used to:Add holdings to

Chapter 9Mapping Koha's holdings subfields tosubfields in source MARC fileIn the first part of the plan, we set up a table listing all of Koha&ap

Migrating Catalog DataPlanning setup of administrative fieldsin KohaIn the second part of the plan, we plan how to setup values in Koha's adminis

Chapter 9Migrating catalog dataIn this section, we demonstrate how to implement our migration plan. We edit thesource file using MARCEdit, setup admin

Migrating Catalog DataSetting up Item typesThe Item type(s) can be setup from the Item Types page under KohaAdministration.Circular cri PatronsSearch

Chapter 9Setting up collection codesThe collection code(s) can be setup from the Authorized values page under KohaAdministration. Add values to the ca

Migrating Catalog DataSetting up shelving locationsThe item type(s) can be setup from the Authorized values page under KohaAdministration. Add values

Chapter 9Use the MarcBreaker tool to convert the MARC file into a readable file with theextension . mrk.Click on the Edit Records button to view the r

Migrating Catalog DataSwapping subfieldsTo swap fields, use the Swap Field Data tool under the Tools menu. Hereare thesteps to swapping subfields:1.Sp

Koha 3 Library ManagementSystemInstall, configure, and maintain your Koha installationwith this easy -to- follow guideSavitra SirohiAmit GuptaP U B L

PrefaceIf there is a topic that you have expertise in and you are interested in either writingor contributing to a book, see our author guide onwww.pa

Chapter 9Adding a new subfieldTo add a new field, use the Add/Delete Field utility under the Tools menu. EnterField as 952, and Field data as \ \ <

Migrating Catalog DataLet's now look at a specific example- merging subfields $h and $i, with a spacebetween the two values, into Koha's cal

Chapter 9Here is an explanation of the Replace expression:$1: In the replace string start with the value in the first back -referencefield, the value

Migrating Catalog DataOnce you are done, use the Compile File into MARC option under the Filemenu tocreate your new MARC file.£M7.tE><.iNEXEEatE

Chapter 9To import a file, we run the command as follows:linux- 4yut: /usr/ share /kohaclone /mist /migration_tools # . /bulkmarcimport.pl -d -file /h

Migrating Catalog DataKoha comes preconfigured with two matching rules, one that matches on ISBN,and the other on ISSN. By using matching rules, you c

Chapter 9At the end of the process, Koha will let you review the records before you actuallyimport the records.Managing recordsIn this step, the recor

Migrating Catalog DataOnce the import completes, you will see a summary of the import.'alienPatronsSearchh31oieNO_LIBRARY_SET Satkohaadmin (Log O

Chapter 9SummaryHere is what we learned in this chapter on migrating catalog data from MARCcompliant legacy library systems:Using MARCEdit to manipula

10TroubleshootingIn this chapter, we will look at ways to troubleshoot problems with our Kohainstallation. If you are responsible for ensuring the ava

TroubleshootingWhere to get helpcommunity resourcesThere are several tools and resources that you can use to get help from the Kohacommunity. In this

Chapter 10Koha's IRC chatIf you need to chat with Koha developers in real time, you should use the IRC chat.You can join the chat via this page:h

TroubleshootingKoha's Git repositoryA web display of Koha's Git software repository is availableat at:http://git.koha-community.org/.This is

Chapter 10Apache2 web server is downIf the Apache2 web server is down, you will not be able to connect to the server; youshould see something like thi

TroubleshootingTo make sure Apache2 starts at boot, we use the chkconf ig command with theonoption:koha @linux: - # sudo chkconfig apache2 onLet'

Chapter 10The unused message above indicates that MySQL is down. To bring the databaseserver up, we execute thestart command:koha @linux: - # sudo /et

TroubleshootingZebra search not returning any resultsAnother common problem is Zebra searches don't return any results.The No Result found messag

Chapter 10The output this time tells us that there is an activezebrasryprocess.A common reason for the Zebra server being down is that it is not confi

TroubleshootingIf you do not seerebuild_ zebra.piexecuting in the log file, then you know thatthere is problem with the Crontab configuration.To view

1Installing the Software StackIn this chapter, our goal will be to install Koha's software stack -the Kohaapplication itself and the various syst

Chapter 10LJórary CataWgharry potterrt-aq -bu.lError:ut18'\xC3" does not map to Unload, at lusrtlib /per15/5.8.8/1386- linux- thread- multi/

TroubleshootingOverdues e -mail not workingIn our experience, problems related to overdue notice e-mails are fairly common.This is a more complex prob

Chapter 10Circulation PatronsSearch MoreE, nn u n4kohaSearch PatronsFCheck DutSearch the CatalogHome > Patrons >Patron Details for SavItra Siroh

TroubleshootingTo view how the Crontab is setup, we use thecrontabcommand with the -1 option:koha@linux:/home/koha # crontab -1A properly configured C

Chapter 10If the Crontab configuration is fine, try running the overdue_notices .pl programfrom the Linux shell for clues:koha @ linux: / home /koha /

TroubleshootingYou might also want to make sure that the fines. pl program is setup in thecorrectly in the Crontab:koha @linux: /home /koha # tail -f

Chapter 10Software bugsSometimes, you may come across software bugs. You can raise such issues in Koha'sbug tracker. Often, you will find that so

TroubleshootingIf a bug fix is available, and if Koha's release manager has pushed the fix into therepository, you will find the patch in Koha&ap

Chapter 10If a bug fix is available, but has not been pushed into the Koha repository, you candownload the patch from the bug reports, and try to appl

TroubleshootingProblems with Internet ExplorerSome Koha screens may not display properly in Microsoft's Internet explorer:You can try looking for

Installing the Software StackKoha's architectureFirst, let us take a quick look at Koha's architecture. Koha runs on the Linux,Apache2, MySQ

Chapter 10SummaryIn this chapter, we learned how to troubleshoot application problems. Koha'scommunity tools - mailing lists, IRC chat, Git repos

11Updating SoftwareThe Koha software is always changing, almost every day. These changes containbug fixes, minor revisions to existing features, and e

Updating SoftwareBranchesAt any given point Koha has at least two main software branches:Stable: This branch is older and is considered stable or bug

Chapter 11Choosing a version to update toWe can choose to move to the head of the stable branch or the head of thedevelopment branch or to any tag in

Updating SoftwareConfigure Apache2: The new version of the software may have an updatedApache2 configuration file. We will need to configure this new

Chapter 11Of the several branches listed in the output above, two are of immediate interestto us-origin /3 . 0.xandorigin /HEADororigin /master. Origi

Updating SoftwareTo switch to the master or the head of the branch, we run the git checkoutcommand as follows:koha @li190 -245: -/kohaclone$ git check

Chapter 11Set theconfiguration directoryto the directory configuration directory of thecurrent installation:Configuration directory:[ /home /koha /koh

Updating SoftwareConfiguring Apache2Installation of the new Koha version will overwrite Koha's Apache2 configurationfile-/etc /koha -dev /etc /ko

Chapter 1Package managerA package manager makes installation easy by automatically installing prerequisites,tracking versions and updates, and verifyi

Chapter 11Web Installer > Step 3We are upgrading from Koha 3.00.02.012 to 3. 00.06.010, you must updateyour databaseOnce the database upgrade finis

Updating SoftwareSummaryHere is what we learned in this chapter on updating software:Using git pull command to download software updatesUsing git bran

12Customizing Koha SoftwareMost serious Koha users will want to customize the software to suit their needs,perhaps to modify the styling or appearance

Customizing Koha SoftwareSkills neededHere is a quick overview of the skills needed to customize Koha. If you want tomodify styling and appearance, HT

Chapter 12Template filesLet's take a closer look at thekoha -tmplfile; this folder contains files and foldersrelated to Koha's screens:Theko

Customizing Koha SoftwareUnderstanding Koha's databaseWe also need to understand how Koha's database is organized. This will help usmake sof

Chapter 12cardnumberIvarchar(16) IYES I UNI INULLsurnameImediumtext INO I INULLIfirstnameI text IYES INULLIAn overview of important Koha tablesHere is

Customizing Koha SoftwareAdministrationAdministrative setting and data are stored in the following tables:libraries:Libraries participating in the sys

Chapter 12Using Git to manage software changesIt is highly recommended that the software changes be managed using Git.Some of the benefits of using Gi

Customizing Koha SoftwareChanging configuration files: We make changes to Koha, Apache2, or Zebraconfiguration files in the etc folder.Creating a comm

Installing the Software StackChoosing between Linux Perl packages andCPAN modulesCPAN is the largest archive of Perl modules. Perl modules are always

Chapter 12This feature requires the following changes:Modify the CSS file to position the transliteration controlModify the search box on the masthead

Customizing Koha SoftwareAnd add the contents of the transliteration file to the file:// Load the Google Transliteration APIgoogle.load( "element

Chapter 12CirculationPatrons Search MoresNO_LIBRARY_SETmet)Ikohaadri n (Lag Uuti'? ,I4 Oj2_naglelndicTrensliteratlans =_ArchSearch System Prefere

Customizing Koha Softwarekoha @linux: /home /koha /kohaclone # vi installer /data /mysql/updatedatabase30.plWe add a block as follows at the bottom of

Chapter 12Adding the transliteration tool to the displaytemplateNext, we add the code to display the transliteration control on the OPAC pages. Weadd

Customizing Koha SoftwareCommitting changesWe will use Git to commit the changes we have just made. First, let's check whatfiles are modified usi

Chapter 12# Committer: root <root @linux- 4yut.site># On branch mydevel# Changes to be committed:#(use "git reset HEAD <file >...&quo

Customizing Koha SoftwareNote the use of the word master in the command above; this indicates that the patchshould be created against the master branc

Chapter 12+++ b/opac/opac-search.pl@@ -581,5 +581,8 @@ if (defined $barshelves){}my $content_type = ($format eq 'rss' or $format eq 'at

Customizing Koha SoftwareSummaryIn this chapter on customizing Koha software, we learned about:The organization of Koha's application folderThe s

Chapter 1Wiki: Koha's wiki might have useful material - http: //wiki .koha-community.org/.Installation documents: Up -to -date installation docum

13Advanced TopicsIn this final chapter, we will learn about setting up some less widely used butnevertheless important features of Koha. These feature

Advanced TopicsCreating and using matching rules foruseduring catalog importsKoha's default installation includes two record matching rules forus

Chapter 13To create a new rule we use the New Matching Rule button.CirculationPatrons SearchMore4kohaSubmitCheck Out Check InSearch the CatalogHome .

Advanced TopicsMatch checks: Optionally 1 or more match checks can be created for eachmatching rule. These checks compare a field in the incoming reco

Chapter 13Next we look at the fileccl .propertiesstored in the folder/etc /koha -dev /etc/zebradb /:linux- 4yut: /usr/ share /kohaclone /misc /migrati

Advanced TopicsConfiguring LDAPTo configure Koha to use LDAP, we edit the/et c /koha -dev /etc /koha -conf .xmlfile and add an LDAP block similar to t

Chapter 138. Set<update>tag to 1 if you want updates to user records on the LDAPserver to update user records in Koha as well.9.The fields liste

Advanced TopicsSetting permissionsIf you use LDAP, you must set permissions for each individual staff user in Koha.To set permissions use the Set Perm

Chapter 132.You will need domain names for each branch, for example,branchi .mykohalibrary .org,branch2.mykohalibrary.org.3.In each virtual host, repe

Advanced TopicsInstalling new languagesIf you need to have Koha OPAC and staff client screens in another language,you will need to install the particu

Installing the Software StackNow we are ready to download Koha, let us change to a folder where we want toinstall Koha. The user koha must own this fo

Chapter 13We would install the Spanish language file for the OPAC in this fashion:koha@1i190-245:-/kohaclone/misc/translator # perl tmpl_process3.plin

Advanced TopicsHere are the system preferences you will need to change:language: Use this preference to enable the new language for the staff clientop

Chapter 13,ro 'lad;Cxpttsr. ...,...My WehsiteWelcome to Koha...Text added to OPAC Main User Block System Preference.My OPAC Creditskdìumxu: Eriq

Advanced TopicsThe 9999 after the colon in the lines above is the port the server will listenon.You can change this as well, to something like this:&l

Chapter 13We just copy this block above and replace the IDbiblioserverwith publicserver,like so:<serverinfo id= "publicserver "><cc

Symbols-a parameter 46-b parameter 46-d parameter 46--help parameter 47-k parameter 46-munge -config parameter 1-nosanitize parameter 47-noxml paramet

Authorized valuesabout 71, 72fields 72key points 73BBulkmarcimport.pl, optionsc 174commit 173d 174file 172fk 173idmap 174m 174n 173o 173s 173t 173v 17

Koha IRC chat 197Koha mailing lists 196components, software updates 219configuration, Apache2 web server. SeeApache2 web server configurationconfigura

Hholds preferencesconfiguring 107editing 107idmap, Bulkmarcimport.pl option 174imports tools, Kohaabout 171bulkmarckimp ort. p l 172GUI import tool 17

Chapter 1SystempackagesWe use the term system packages for non -Perl modules. Here is a list of systempackages that you must have in your installation

Koha databaseabout 230acquisitions related data 232administration 232browsing 230Cataloguing related tables 231circulation related tables 231Koha tabl

new framework, creating 84subfields, editing 85matching rulesunderstanding 247, 248matching rules for use during catalogimportscreating 246, 247using

patron, searching for 151testing 149patrons preferencesautoMemberNum 116BorrowerMandatoryField 115borrowerRelationship 116configuring 114ExtendedPatro

switching, to new software version 221source MARC fileediting, MARCEdit used 182,183new subfield, adding 185subfields, merging 185,186,188subfields, s

about 35incorrect or missing directory directivelistener not setup 37rewrite module not enabled 36unable to connect to MySQL 36VAT, Bulkmarcimport.pl

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Koha 3 LibraryManagement SystemKoha is the firstfull- featuredopen source librarymanagement system thatis widely used for efficientlymanaging librarie

Koha 3 Library Management SystemCopyright © 2010 Packt PublishingAll rights reserved. No part of this book may be reproduced, stored in a retrieval sy

Chapter 1deb http: / /ftp.indexdata.dk /debian lenny maindeb -src http: / /ftp.indexdata.dk /debian lenny mainWith openSuSE 11.2, you will need the Pe

Installing the Software StackInstalling Koha's software stackIn this final section we demonstrate the installation steps on Debian and openSUSE.I

Chapter 1Installing packages using dselectDebian and Ubuntu users can usedselect,a convenient way to install package lists.First we installdselect:koh

Installing the Software StackTroubleshooting CPAN installationsIf CPAN modules don't install successfully, we would see messages like these at th

Chapter 1This means we need to install YAZ related packages using the package manager, onDebian -yaz and libyaz-dev and on openSUSE-yaz, libyaz, libya

Installing the Software StackConfiguring Koha's installation: Makefile.PLAfter we have installed required system and Perl packages and set up the

Chapter 1The program display a summary of the configuration at the end, make a note ofthe details:Koha will be installed with the following configurat

Installing the Software StackTroubleshooting Perl module installationsSetting up Koha's MySQL databaseInstalling Koha using the Make utilityIn th

2Configuring the Apache2Web ServerIn this chapter, our goal will be to configure Apache2. Apache2 is Koha's webserver -it serves Koha pages to us

Configuring the Apache2 Web ServerSecuring access to Koha's application foldersLogging error messages to a fileRewriting page URLsTo learn more a

AuthorsSavitra SirohiAmit GuptaReviewersKyle M HallVimal Kumar VAcquisition EditorSteven WildingDevelopment EditorWilson D'souzaTechnical EditorK

Chapter 2Here are some guidelines to help you work this out:Using host names is a better option because they are easier to remember.But if you are not

Configuring the Apache2 Web ServerWhile on openSuSE such files are created in the foldervhosts . d:koha@1i190-245:/$ is /etc/apache2/vhosts.d/Koha&apo

Chapter 2Virtual host configurationEach virtual host block has a set of directives that controls how Apache2 will workwith respect to Koha.You will fi

Configuring the Apache2 Web ServerTwo host namesThis is the best way to configure the two interfaces - there are two different hostnames, both easy to

Chapter 2ItemValue CommentsOPAC Port 80Staff Client Port 8080We expect to use the staffclient within our network,and using a non -standardport is not

Configuring the Apache2 Web ServerTwo IP addressesThis is IP based virtual hosts. We use two IP addresses, one for the OPAC andthe other for the staff

Chapter 2Configuration prerequisitesHere is a list of prerequisites that you might want to take care of; some of these maynot apply to your situation

Configuring the Apache2 Web ServerEnabling Apache2's Rewrite moduleKoha uses Apache2's Rewrite module to manipulate URLs. To allow this we n

Chapter 2In a similar manner, we set other directives:ServerAdmin [email protected]/ var / log /apache2 /log /koha -opac- error_logEditi

Configuring the Apache2 Web ServerOnce we complete the Apache2 configuration, we are ready to test Koha. To navigateto the OPAC, type the URL for the

About the AuthorsSavitra Sirohi heads Nucsoft OSS Labs(http: //www.osslabs.biz)- aKoha services provider. As part of his work, Savitra has lead severa

Chapter 2Or if have a dedicated IP address:http://192.168.1.22/Or if you are on a standalone machine:http: //localhost : 8080 or http: //127 . 0. 0.1

Configuring the Apache2 Web ServerRewrite module not enabledIf you have not enabled Apache2's Rewrite module, you will see this error whenstartin

Chapter 2Iihttp 4127 J 0 2'Moat Visaed", an't,psteiMiEv Wig Startedkoh ErrorKoha errorThe folio-wino fatal error has occurredCan't

Configuring the Apache2 Web ServerSummaryHere is what we learned in this chapter on configuring Apache2:Setting up a symbolic link to Koha's Apac

3Installing Koha's ZebraSearch EngineYou will need to use Koha's Zebra search engine if you have more than say 10,000catalog records. Withou

Installing Koha's Zebra Search EngineIt can be queried using complex search expressions such as AND andOR operatorsIt allows for additional featu

Chapter 3Rebuild _zebra.pl -the Zebra indexmaintenance programThis is a Perl program that is used to create and maintain Zebra's search indexes.H

Installing Koha's Zebra Search EngineInstalling Koha with ZebraYou might have already installed Koha with Zebra. If you hadinstalled Zebra packag

Chapter 3Testing zebrasryThe zebrasry program is usually installed under /usr /bin and you should be ableto invoke it from any folder location.The zeb

Installing Koha's Zebra Search Enginezebrasry daemonThe Zebra Server is usually run in the background as a daemon. In this section welearn how to

About the ReviewersKyle M Hall is an IT specialist for the Meadville Public Library and the CrawfordCounty Federated Library System of Pennsylvania is

Chapter 3zebrasry daemon onopenSuSEThe daemoncommand is not available on openSuSE. This is because thecorresponding packagedaemonis not included in op

Installing Koha's Zebra Search EngineTo ensure that zebrasrystarts when the machine reboots we use thechkconf igcommand:linux -4yut: /home /koha

Chapter 3ParametersDescription-nosanitizeExport biblio /authority records directly from DB marcxmlfield withoutsanitizing records. It speed up dump pr

Installing Koha's Zebra Search EngineCreating or recreating indexesTo create or recreate the complete index of all bibliographic records in the d

Chapter 3Cyr -relic, Patrons SearchMore n NO_LIDRARY_SET LEO!kohaadmin ILeo Out)Ial4kohaSearch System PreferencesCheck OutHumoAdmÍnlStraticrt, System

Installing Koha's Zebra Search EngineSummaryHere is what we learned in this chapter:Installing Zebra packagesInstalling or reinstalling Koha to w

iKoha's Web Installer,Crontab, and Other ServerConfigurationsIn this chapter, we will complete Koha's installation and system configuration

Koha's Web Installer, Crontab, and Other Server ConfigurationsUnderstanding the web installer's functionsKoha's web installer performs

Chapter 4vof h oha Log In to hollahttp i,I_7 f o 2 8080rcgl LintAohatmstalteiFinstall pl,...: ..¢m",4kohaOREN S01.1105 INTE4RATE0 IIERARY SYSTEMW

Koha's Web Installer, Crontab, and Other Server ConfigurationsUnderstanding optional data available forimportLet us understand some of the option

Table of ContentsPreface 1Chapter 1: Installing the Software Stack7An orientation to Koha's installation 7Koha's architecture 8What do we ne

Chapter 4Fast Add framework: This framework is designed for quickly adding catalogrecords; it has fewer fields when compared to other frameworks.Simpl

Koha's Web Installer, Crontab, and Other Server ConfigurationsSample Label and Patron Card Data: A set of sample layouts and templatesfor use in

Chapter 4Launching KohaOnce the installer finishes it should automatically redirect to the staff interface:4kohaOPEN-SOURCE !4i ?EGRATES E9a5AAY SYSTE

Koha's Web Installer, Crontab, and Other Server ConfigurationsTo launch the OPAC navigate to the OPAC url and you should see a screen suchas this

Chapter 4Generating advance noticesAdvance notices are sent to patrons when items are due. To generate such notices,we need to script advanced_ not ic

Koha's Web Installer, Crontab, and Other Server ConfigurationsRebuilding Zebra indexesIn Chapter 3, Installing Koha's Zebra Search Engine, w

Chapter 4Auto -starting Apache2On Debian, Apache2 is configured by default to start automatically on server reboot.In openSuSE, however, this is not t

Koha's Web Installer, Crontab, and Other Server ConfigurationsAdd thezebrasrycommand to the file somewhere near the end of the fileas follows:# s

Chapter 4koha@linux:/home/koha/kohaclone/misc # cd/usr/lib/per15/vendor_perl/5.10.0/XML/SAX/koha@linux:/usr/lib/per15/vendor_perl/5.10.0/XML/SAX # vi

Koha's Web Installer, Crontab, and Other Server ConfigurationsSetting up PERL5LIB environment variableThePERL5LIBenvironment variable points to t

Table of ContentsInstalling packages using dselect17Installing Perl modules using CPAN17Troubleshooting CPAN installations18Setting up Koha's MyS

Chapter 4SummaryHere is what we learned in this chapter:Executing Koha's web installer to populate the database structure andmandatory administra

5Configuring the CatalogingModuleIn this chapter, we will learn how to configure Koha's Cataloging module. Thismodule is used to maintain informa

Configuring the Cataloging ModuleA first look at Koha's catalogingconfiguration toolsBefore we create our cataloging configuration plan let us un

Chapter 5Here are some notes on frameworks:While installing Koha you can choose to install a set of frameworks forcommonly used material typesNew fram

Configuring the Cataloging ModuleSecond, authority control is used by catalogers to collocate materials that logically belongtogether, although they p

Chapter 5Authority Types are mapped to fields in Bibliographic MARC frameworksAuthority Types control how an authority record is entered and displayed

Configuring the Cataloging ModuleCatalogers will not be able to enter free text in fields that are controlled viaauthorized values; they will only be

Chapter 5And here are some key points about authorized values:While installing Koha you can choose to install a set of commonly usedauthorized values

Configuring the Cataloging ModuleBased on this you can develop a plan that looks something like this:QuestionPlanUse Authority Control?YesCreate autho

Table of ContentsChapter 3: Installing Koha's Zebra Search Engine39About Zebra39Koha's Zebra related components40Zebrasry -the Zebra query a

Chapter 5260$c: Date of publication300: Physical description500: General note505: Formatted contents note6XX: Various subject fields7XX: Other authors

Configuring the Cataloging ModuleIdentifying Authority Control rulesHere will need to decide which bibliographic fields will be under Authority Contro

Chapter 5Tag/SubfieldMandatory?Authority ControlAuthorizedvalues control020: ISBNNo082: Call numberNo1XX: Author fieldsYes245: TitleYes260$a: Place of

Configuring the Cataloging ModuleConfiguring authorities system preferencesWe will need to set two system preferences:BiblioAddsAuthorities: Turn this

Chapter 5Configuring Authority TypesAuthority Types are MARC frameworks for authority records. Commonly usedAuthority Types are available with the def

Configuring the Cataloging ModuleConfiguring authorized values categoriesWe will need an authorized values category for each field we want to controlu

Chapter 5Circulation Patrons SearchMoreNO_LIBRARY_SE7 íI kohaadmin (Log Out) I1? 14 ko ha`eubndCheck OutCheck InSearch the CatalogHome , Administratio

Configuring the Cataloging ModuleLibraryLibraries can be maintained in Libraries and groups section in the Basic parameterssection under Administratio

Chapter 5Circulation Patrons SearchMore 7j,:,.:, .::... .,...<.4kohatuhmdiCheck Out heInSearch the CatalogHome , Administration , Item Types Admini

Configuring the Cataloging ModuleCreating a new frameworkTo create a new framework, we use the New Framework button. Once theFramework Code and Descri