Difference between revisions of "Koha Library Management System"

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**Checkin message type
 
**Checkin message type
 
**SIP media type
 
**SIP media type
 +
 +
 +
'''5. Create MARC framework'''
 +
*MARC bibliographic framework
 +
*Framework code
 +
*Description
 +
*MARC structure
 +
*Delete a tag
 +
*Repeatable
 +
*Mandatory
 +
 +
*Enable Authority file
 +
**Global system preferences
 +
**Acquisitions preferences
 +
 +
 +
 +
'''6.Set Currency'''
 +
 +
*Acquisition parameters
 +
** Currencies and exchange rates
 +
**New currency
 +
**Currency
 +
**Rate
 +
**Symbol
 +
**ISO code
 +
**Column visibility
 +
**Active currency
 +
 +
 +
'''7. Add Budget and Allocate Funds'''
 +
 +
*New budget for a Fiscal year
 +
**Start date: 01/4/2016
 +
**End date:  31/03/2017
 +
**Description for our Budget- Spoken Tutorial Library 2016-2017 Phase I.
 +
**Amount as per the Budget- Rs. 5,00,000/-
 +
 +
*Make a budget active
 +
*Lock budget
 +
*Duplicate a budget
 +
 +
*How to allocate funds for a Fiscal year
 +
 +
 +
 +
'''8. Place order for a book'''
 +
 +
*Place an order for a Book
 +
**Add the Vendor- Powai Book Agency.
 +
**List Prices- Rupee
 +
**Discount- 10%
 +
**Delivery time as 14 days
 +
**Add to basket
 +
**Add order to basket-From a new (empty) record
 +
**Title of the book-Industrial Microbiology
 +
**Vendor price as- 1000
 +
 +
*Close a Basket (Order)
 +
**Basket details page
 +
**Close this basket
 +
**Order is final, can be sent to the respective vendor
 +
 +
*Receive a shipment 
 +
**Receive shipment from vendor Powai Book Agency
 +
**Vendor invoice- IITB/ST/Books/2017-10
 +
**Select- Shipment date, Shipment Cost and Shipment Fund
 +
 +
 +
'''9. Cataloging'''
 +
 +
*Cataloging
 +
**Log in with Library Staff, user-name and password
 +
**Select +New record as Books
 +
**Add MARC record
 +
 +
*Under tab 0:
 +
**000-Leader,
 +
**003 Control number identifier,
 +
**005 Date and time of latest transaction,
 +
**008 Fixed length data elements General information,
 +
**020 International Standard Book Number
 +
 +
*Under tab 1:
 +
**100 Main Entry--Personal name
 +
 +
*Under tab 2:
 +
**245 Title statement:
 +
**250 Edition Statement
 +
**260 Publication, Distribution, etc. (Imprint)
 +
 +
*Under tab 3:
 +
**300 Physical Description
 +
 +
*Under tab 6:
 +
**650 Subject Added Entry--Topical Term
 +
 +
*Under tab 9:
 +
**952 Location And Item Information (Koha).
 +
 +
 +
 +
'''10. Circulation'''
 +
 +
*Patron Category:
 +
**Post Graduate student, Spoken Tutorial Library
 +
**As a Superlibrarian, define circulation and fine rules for Spoken Tutorial Library                     
 +
 +
*Patron:
 +
**Ms. Reena Shah, checkout and checkin of Spoken Tutorial Library Items
 +
 +
*As Library Staff:
 +
**Checkout
 +
**Renew or check in selected items
 +
**Renew all
 +
 +
 +
 +
'''11. Catalog Serials'''
 +
 +
*Catalog a Serial publication-
 +
**With the title- Indian Journal of Microbiology
 +
**Volume-57
 +
**Number- 1
 +
**Quarterly publication for the month of- Jan to March 2017
 +
 +
*Login with the Superlibrarian username
 +
**On the homepage, Cataloging
 +
**+New record, Serials
 +
**Add MARC record
 +
 +
*Add item as per your Library
 +
*Items for Indian Journal of Microbiology by Kalia, V.C.
 +
 +
 +
'''12. Add Subscription in Serials'''
 +
 +
*Create a new vendor-
 +
**Give a name to the vendor
 +
**Add an email id
 +
**Check the check-boxes for- Primary acquisitions contact,         
 +
**Primary serials contact,
 +
**Contact about late orders,
 +
**Contact about late issues.
 +
 +
*+New Subscription
 +
**Add a new subscription (1/2)
 +
**Vendor
 +
**Record
 +
**Search for record
 +
**Catalog search
 +
**Test prediction pattern
 +
**Save subscription
 +
 +
*Planning
 +
 +
 +
'''13. Receive Serials'''
 +
*Login to Koha as Superlibrarian OR as a Patron who has Serials control rights.
 +
 +
*On Serials page-  enter the title of the journal.
 +
**A new page, Serials subscriptions will show
 +
**ISSN, Title, Notes, Library, Location, Call number,Expiration date, Actions
 +
 +
*Claim late Serials- Koha sends email messages to the Serials  vendors if there are late issues
 +
 +
 +
'''14. Close a Budget'''
 +
 +
*As Superlibrarian on the Acquisitions page- Budgets, Close.
 +
 +
*Select a Budget-Duplicate Budget
 +
 +
*Move remaining unspent funds
 +
 +
 +
 +
'''15. Global System Preferences'''
 +
 +
*Superlibrarian-Global system preference
 +
**Acquisitions preferences
 +
**Enhanced Content
 +
**Ehanced Content preferences
 +
 +
*Save all Enhanced Content preferences
 +
 +
*OPAC- Appearance, Preference, Features, Preference
 +
 +
*Save all OPAC preferences
 +
 +
*Web Browser- http://127.0.1.1/8000
 +
 +
 +
 +
'''16. OPAC'''
 +
 +
*Web Browser
 +
 +
*Search- Library catalog
 +
**Library items
 +
**Relevance
 +
**Refine Your Search
 +
 +
*Advanced Search-
 +
**Search for
 +
**Subject
 +
**Publisher
 +
 +
*Spoken Tutorial Library
 +
 +
 +
 +
'''17. Access to Library Account on Web'''
 +
 +
*Access your Library Account as a patron
 +
**Patron Reena Shah
 +
**Checked out item
 +
                 
 +
*OPAC interface
 +
**Carts
 +
**Lists
 +
**Place Hold
 +
**Save to Lists
 +
**Add to cart
 +
**Select titles to
 +
**With selected titles:
 +
 +
 +
 +
'''18. Copy cataloging using Z39.50'''
 +
                 
 +
*What is Z39.50?
 +
 +
*Superlibrarian account
 +
**Koha administration
 +
**Additional parameters
 +
**Z39.50/SRU servers administration
 +
**+New Z39.50 server
 +
**+New SRU server
 +
**IRSpy
 +
**Library of Congress
 +
**Preselected (search by default)
 +
**Rank (display order)
 +
**Syntax
 +
**Bibliographic
 +
 +
 +
 +
'''19.Installation of MarcEditor'''
 +
 +
*Installation of MarcEditor on Windows.
 +
**Excel spreadsheet
 +
**MARCEDIT DEVELOPMENT
 +
**.mrk format
 +
**Windows 64-bit download
 +
**Windows 32-bit download
 +
**Non-Administrator
 +
**Administrator
 +
**License Agreement
 +
**MarcEdit 7.0.250
 +
 +
 +
'''20.Convert Excel to MARC '''
 +
 +
*MarcEdit 7
 +
**Export Tab Delimited Text
 +
**Source File
 +
**.mrk format
 +
**.(dot)xlsx file
 +
**Excel XML File(*.xlsx)
 +
**Downloads
 +
**TestData.xlsx
 +
**TestData
 +
**Excel Sheet Name: Sheet1
 +
**Field 0
 +
**Map To:  Indicators
 +
**Library of Congress 020$a
 +
**Repeatable subfield
 +
**Calculate common nonfiling data
 +
 +
 +
'''21.Import MARC to Koha'''
 +
*Superlibrarian account
 +
**Section Catalog
 +
**Stage MARC records for import
 +
**Stage records into the reservoir
 +
**Downloads
 +
**File Upload
 +
**TestData.mrc
 +
**Upload progree
 +
**Comments about this file
 +
**Book Data
 +
**Record type:
 +
**Bibliographic
 +
**Character encoding
 +
**Look for existing records in catalog?
 +
**Add new bibliographic records into this framework:
 +
**Undo import into catalog

Latest revision as of 17:02, 15 November 2019

Koha is a first open source Integrated Library System (ILS), used world-wide and was created in 1999 by Katipo Communications. It is a library standard compliant like MARC21/UNIMARC, Unicode, Z39.50, ILL, etc. The first installation went live in January 2000.


Koha allows total customization and complete control of library data at a fraction of the cost of a proprietary system and is serving the needs of a diverse range of libraries from academic to the public and from legal and research to corporate and specialist libraries. Thousands of Koha users are already benefiting from a vibrant and enthusiastic open source community and an ILS that will never leave them out of date. It has been partially translated into 62 languages.


Koha’s main strength is its web accessibility and ease of use. Libraries do not have to install the software on staff and user terminals. Koha supports all library house keeping activities such as Acquisition, Cataloging, Circulation, Serial Control, Patron Management, and OPAC. It also supports Web 2.0 tools. Thus, Koha can be readily configured to the needs of each library and is updated with new features frequently.


The Spoken Tutorial effort for Koha Library Management System series has been contributed by Dr. Bella Tony, and Ms. Nancy Varkey from the Spoken Tutorial Project, IIT Bombay. The content inputs were given by Dr. Manju Naika Central Library, IIT-Bombay and domain reviews were done by Ms. Samruddhi Hawaldar, Central Library, IIT-Bombay. Novice check for the tutorials was done by Ms. Garima Sharma, BLISc student. The entire series of Koha has been edited by Arvind Pillai, Spoken Tutorial Project, IIT Bombay.

Learners: Library Science students and Library Staff who wish to create a Koha library for their institute.


Contents

Basic Level

1. Koha Library Management System on Ubuntu Linux OS 16.04

  • Adding package repository
  • Install koha-common
  • Configuring port for Koha
  • Installing Maria DB
  • Enable Koha Modules
  • Creating Koha Instance
  • Set password for Koha user
  • Accessing Koha web installer
  • Install basic configuration settings
  • Enabling the Optional modules for Marc21
  • Accessing Koha interface


2. How to create a Library

  • How to enable AutoLocation
  • Information about Branch library
  • How to identify mandatory fields
  • Importance of the Library Code
  • Importance of an email id for the created Library
  • Explanation about the 3 email-ids
  • Importance of a URL for a particular branch Library
  • Fill in the OPAC info
  • How to create a group library


3. How to create a Superlibrarian

  • Add a Patron category
    • Patron categories- Spoken Tutorial Library
  • Create Patron
    • Patron identity
    • Main address
    • Contact etc.
    • Library management
    • Library
    • Category
    • OPAC/Staff login
    • Permissions to the Patrons
  • Set Library


4. Add an Item type

  • What are Item types?
    • Material in the library, such as-
      • Books,
      • Journals,
      • CDs/DVDs, etc.
  • Add a new item type- Reference
    • Choose an icon:
    • Hide in OPAC:
    • Not for loan
    • Rental charge
    • Checkin message
    • Checkin message type
    • SIP media type


5. Create MARC framework

  • MARC bibliographic framework
  • Framework code
  • Description
  • MARC structure
  • Delete a tag
  • Repeatable
  • Mandatory
  • Enable Authority file
    • Global system preferences
    • Acquisitions preferences


6.Set Currency

  • Acquisition parameters
    • Currencies and exchange rates
    • New currency
    • Currency
    • Rate
    • Symbol
    • ISO code
    • Column visibility
    • Active currency


7. Add Budget and Allocate Funds

  • New budget for a Fiscal year
    • Start date: 01/4/2016
    • End date: 31/03/2017
    • Description for our Budget- Spoken Tutorial Library 2016-2017 Phase I.
    • Amount as per the Budget- Rs. 5,00,000/-
  • Make a budget active
  • Lock budget
  • Duplicate a budget
  • How to allocate funds for a Fiscal year


8. Place order for a book

  • Place an order for a Book
    • Add the Vendor- Powai Book Agency.
    • List Prices- Rupee
    • Discount- 10%
    • Delivery time as 14 days
    • Add to basket
    • Add order to basket-From a new (empty) record
    • Title of the book-Industrial Microbiology
    • Vendor price as- 1000
  • Close a Basket (Order)
    • Basket details page
    • Close this basket
    • Order is final, can be sent to the respective vendor
  • Receive a shipment
    • Receive shipment from vendor Powai Book Agency
    • Vendor invoice- IITB/ST/Books/2017-10
    • Select- Shipment date, Shipment Cost and Shipment Fund


9. Cataloging

  • Cataloging
    • Log in with Library Staff, user-name and password
    • Select +New record as Books
    • Add MARC record
  • Under tab 0:
    • 000-Leader,
    • 003 Control number identifier,
    • 005 Date and time of latest transaction,
    • 008 Fixed length data elements General information,
    • 020 International Standard Book Number
  • Under tab 1:
    • 100 Main Entry--Personal name
  • Under tab 2:
    • 245 Title statement:
    • 250 Edition Statement
    • 260 Publication, Distribution, etc. (Imprint)
  • Under tab 3:
    • 300 Physical Description
  • Under tab 6:
    • 650 Subject Added Entry--Topical Term
  • Under tab 9:
    • 952 Location And Item Information (Koha).


10. Circulation

  • Patron Category:
    • Post Graduate student, Spoken Tutorial Library
    • As a Superlibrarian, define circulation and fine rules for Spoken Tutorial Library
  • Patron:
    • Ms. Reena Shah, checkout and checkin of Spoken Tutorial Library Items
  • As Library Staff:
    • Checkout
    • Renew or check in selected items
    • Renew all


11. Catalog Serials

  • Catalog a Serial publication-
    • With the title- Indian Journal of Microbiology
    • Volume-57
    • Number- 1
    • Quarterly publication for the month of- Jan to March 2017
  • Login with the Superlibrarian username
    • On the homepage, Cataloging
    • +New record, Serials
    • Add MARC record
  • Add item as per your Library
  • Items for Indian Journal of Microbiology by Kalia, V.C.


12. Add Subscription in Serials

  • Create a new vendor-
    • Give a name to the vendor
    • Add an email id
    • Check the check-boxes for- Primary acquisitions contact,
    • Primary serials contact,
    • Contact about late orders,
    • Contact about late issues.
  • +New Subscription
    • Add a new subscription (1/2)
    • Vendor
    • Record
    • Search for record
    • Catalog search
    • Test prediction pattern
    • Save subscription
  • Planning


13. Receive Serials

  • Login to Koha as Superlibrarian OR as a Patron who has Serials control rights.
  • On Serials page- enter the title of the journal.
    • A new page, Serials subscriptions will show
    • ISSN, Title, Notes, Library, Location, Call number,Expiration date, Actions
  • Claim late Serials- Koha sends email messages to the Serials vendors if there are late issues


14. Close a Budget

  • As Superlibrarian on the Acquisitions page- Budgets, Close.
  • Select a Budget-Duplicate Budget
  • Move remaining unspent funds


15. Global System Preferences

  • Superlibrarian-Global system preference
    • Acquisitions preferences
    • Enhanced Content
    • Ehanced Content preferences
  • Save all Enhanced Content preferences
  • OPAC- Appearance, Preference, Features, Preference
  • Save all OPAC preferences


16. OPAC

  • Web Browser
  • Search- Library catalog
    • Library items
    • Relevance
    • Refine Your Search
  • Advanced Search-
    • Search for
    • Subject
    • Publisher
  • Spoken Tutorial Library


17. Access to Library Account on Web

  • Access your Library Account as a patron
    • Patron Reena Shah
    • Checked out item
  • OPAC interface
    • Carts
    • Lists
    • Place Hold
    • Save to Lists
    • Add to cart
    • Select titles to
    • With selected titles:


18. Copy cataloging using Z39.50

  • What is Z39.50?
  • Superlibrarian account
    • Koha administration
    • Additional parameters
    • Z39.50/SRU servers administration
    • +New Z39.50 server
    • +New SRU server
    • IRSpy
    • Library of Congress
    • Preselected (search by default)
    • Rank (display order)
    • Syntax
    • Bibliographic


19.Installation of MarcEditor

  • Installation of MarcEditor on Windows.
    • Excel spreadsheet
    • MARCEDIT DEVELOPMENT
    • .mrk format
    • Windows 64-bit download
    • Windows 32-bit download
    • Non-Administrator
    • Administrator
    • License Agreement
    • MarcEdit 7.0.250


20.Convert Excel to MARC

  • MarcEdit 7
    • Export Tab Delimited Text
    • Source File
    • .mrk format
    • .(dot)xlsx file
    • Excel XML File(*.xlsx)
    • Downloads
    • TestData.xlsx
    • TestData
    • Excel Sheet Name: Sheet1
    • Field 0
    • Map To: Indicators
    • Library of Congress 020$a
    • Repeatable subfield
    • Calculate common nonfiling data


21.Import MARC to Koha

  • Superlibrarian account
    • Section Catalog
    • Stage MARC records for import
    • Stage records into the reservoir
    • Downloads
    • File Upload
    • TestData.mrc
    • Upload progree
    • Comments about this file
    • Book Data
    • Record type:
    • Bibliographic
    • Character encoding
    • Look for existing records in catalog?
    • Add new bibliographic records into this framework:
    • Undo import into catalog

Contributors and Content Editors

Bellatony911, PoojaMoolya

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