The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.
You do not need to use Acquisitions to add items to your catalogue. If you do not want to track orders and budget expenditure, then use the "Add MARC" feature in Cataloging to add new bibliographic and item records.
- -To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order.
- -There are two ways to receive an order:
To make the most of acquisitions the following needs to be setup under System Administration
-The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.
You do not need to use Acquisitions to add items to your catalogue. If you do not want to track orders and budget expenditure, then use the "Add MARC" feature in Cataloging to add new bibliographic and item records.
To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order.
To make the most of acquisitions the following needs to be setup under System Administration
The first time you access this page, you will be asked to add your first fund -- thereafter you will also have the option of editing and deleting funds.
- -Funds may be ignored if you are setting your System Preferences to "simple" acquisitions: the funds are only useful when using "normal" acquisitions.
- -"Funds" are accounts that you establish to keep track of your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.
- -Each fund has a unique fund code, limited to no more than five characters, that identifies it. You should decide on your fund codes (e.g. something like BOOKS, AV, MAGS, DATA for the four funds described above) and enter the code in the "fund" box, then a full name in the "Name" box.
- -Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.) NOTE: Your dates will not saved correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)
- - \ No newline at end of file +The first time you access this page, you will be asked to add your first fund -- thereafter you will also have the option of editing and deleting funds.
Funds may be ignored if you are setting your System Preferences to "simple" acquisitions: the funds are only useful when using "normal" acquisitions.
"Funds" are accounts that you establish to keep track of your expenditures for library materials. They may be used for any kind of material and should match the lines in your materials budget. For instance, if your library establishes a budget line for books, another for audiovisual materials, a third line for magazines, and a fourth budget line for electronic databases, then you would have four funds.
Each fund has a unique fund code, limited to no more than five characters, that identifies it. You should decide on your fund codes (e.g. something like BOOKS, AV, MAGS, DATA for the four funds described above) and enter the code in the "fund" box, then a full name in the "Name" box.
Once you have set up a fund, you will see a link to a page for setting up the fund budget. Here you will enter the beginning and ending dates of your budget year and the amount of money in that particular budget line. Do not use any kind of currency notation (like "$") or commas when entering the number. (Commas will be converted to decimal points.)
NOTE: Your dates will not save correctly unless you have set your date format in the System Preferences section of the Parameters page -- DO THIS BEFORE setting budgets.)
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tmpl index 981e14c799..421319c6a5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/admin/systempreferences.tmpl @@ -1,73 +1,3 @@ - -This page allows you to set the system preferences that control much of the basic behavior of Koha. These parameters should be set before any other parameters.
-ISBD -- Koha can display records in International Standard Bibliographic Description format. The syntax of this format is quite complex.
-It's divided into blocks, that can contain text before, X fields, each having -or not- a string before, a string after, and text after :
-#995|<br>Items :|{\n995b}{ - 995j}{/995k}|
- means the "block" 995 has <br>Items : BEFORE, then fields 995b, 995j and 995k, repeated for each item (995 is an UNIMARC standard), then nothing after the block.
-The # means "beginning of a block", the | is the separator of each part, the {} being used for each subfield. A subfield can have up to 3 digits BEFORE and up to 3 digits AFTER each subfield
-The UNIMARC (partial) definition for ISBD is
-
- #700|<label>Titre/auteur</label>|{700a}{701a}{702a}| ;
- #200||{200a}{ [200b] }{. 200c}{ : 200e}{. 200h}{. 200i}{ / 200f}{ ; 200g}|
- #230||{ ; 230a}|
- #205||{ ; 205a}{ , 205b}{ = 205d}{ / 205f}{ ; 205g}|
- #210|<br/><label>Editeur</label>|{ ; 210a}{ (210b) }{ : 210c}{, 210d}|
- #210|(|{210e}{(210f)}{ : 210g}{, 210h}|)
- #215|<br/><label> </label>|{ ; 215a}{ : 215c}{ ; 215d}{ + 215e}|
- #225|<br/><label>Description</label>|{ (225a}{ = 225d}{ : 225e}{. 225h}{. 225i}{ / 225f}{, I225x}{ ; 225v}|)
- #606|<br/><label>Sujets</label>|{ 606a - }|<br/><br/>
- #995|<br>Exemplaires :|{\n995b}{ - 995j}{/995k}|
-
-This page allows you to set the system preferences that control much of the basic behavior of Koha.
Each of the tabs on the left holds several different preferences:
This screen shows the information associated with a given patron.
-On the top left is their address and card number.
-A patron's annual membership fee payment status also shows on this screen.
-Any fines a patron has will show up in the top middle of this screen.
-Any materials a patron has requested will show up on the top right of this screen.
-You can get information on what a patron has read in the past by clicking on the Circulation History button.
-Any items a patron currently has out will show up under "Items currently checked out".
-If you would like to edit a patron's information, click the modify button on the lower left.
-If you would like to PERMANENTLY delete a user, click the delete button on the lower left. A confirmation box will -appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!
-The change password button allows a user to either set a new password or change their current password. This is useful to patrons that wish to place reserves online from home. You cannot see a password again once you change it, but you can reset a password.
-Modify user flags allows an administrator to set which clerks, librarians, patrons, technical support people or trustees have access to certain parts of the database. Right now, one can either have permission to access everything on the Intranet side, or just have access to the OPAC.
-If no patron image exists for this patron, click the "Add Patron Images" link to add an image or images. The pixel dimensions should not exceed 120 X 200. Keep this in mind when obtaining patron images as it will affect how the images appear on this page.
- +This screen shows the information associated with a given patron.
On the top left is their address and card number.
A patron's annual membership fee payment status also shows on this screen.
At the bottom of the patron information page you will find quick access to items the patron has checked out, overdue and on hold.
You can get information on what a patron has read in the past by clicking on the Circulation History button.
If you would like to edit a patron's information, click the 'Edit' button. You can also click one of the 'Edit' links below each section on the patron record.
If you would like to PERMANENTLY delete a user, click 'Delete' under 'More'. A confirmation box will appear, so don't worry about accidentally deleting a record. Just be absolutely sure before you delete!
If no patron image exists for this patron, click the "Add Patron Images" link to add an image or images. The pixel dimensions should not exceed 120 X 200.
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl index 194f2923cf..7132a04e10 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/reports/reports-home.tmpl @@ -1,7 +1,3 @@ - -Koha comes with a number of predefined (or "canned") reports, along with two report builder engines.
Pre-defined Reports
There are number of predefined reports in Koha. Check the the Circulation module for Circulation specific reports.
Statistics Wizards
The statistics wizards provide a way to build simple reports for each module. The reports produced can either be viewed on screen or downloaded for opening in a spreadsheet program or text editor.
Guided Reports Wizard
The Guided Reports Wizard helps you build reports using all the fields in the database for each module. The reports can then be saved and run using the scheduler. Note this feature is under active development.
- - \ No newline at end of file +Koha comes with a number of predefined (or "canned") reports, along with two report builder engines.
Pre-defined Reports
There are number of predefined reports in Koha. Check the the Circulation module for additional Circulation specific reports.
Statistics Wizards
The statistics wizards provide a way to build simple reports for each module. The reports produced can either be viewed on screen or downloaded for opening in a spreadsheet program or text editor.
Guided Reports Wizard
The Guided Reports Wizard helps you build reports using all the fields in the database for each module. The reports can then be saved and run using the scheduler.
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl index e2aa23f632..be63d4b606 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/claims.tmpl @@ -1,13 +1,3 @@ - -Claims are where an issue that was expected has not been received by the library. The claims interface is used to manage those claims, in particular provide the expected issue information that can be sent to the supplier.
- -Make a selection from the drop down list. The "All Supplies" count gives you a count of the total number of current item claims across all suppliers.
There are two ways to lodge a claim with the supplier:
The claim will be resolved once received status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status.
- - +Claims are where an issue that was expected has not been received by the library. The claims interface is used to manage those claims, in particular provide the expected issue information that can be sent to the supplier.
Make a selection from the drop down list. The "All Suppliers" count gives you a count of the total number of current item claims across all suppliers.
There are two ways to lodge a claim with the supplier:
The claim will be resolved once received status has changed. Search for the Subscription and then click "Serial receive" to locate the issue and change it's status.
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl index 78abef0cea..4b201cad1f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/serials/serials-home.tmpl @@ -1,28 +1,3 @@ - -The serials module is used to manage subscriptions the library has to vairous titles. These are normally Serials or Journals, but in practice can be anything.
- -Before you can setup up a subscription, you will need to setup a "Vendor" under Acquisitions, and a new "Biblio" under Cataloging. When cataloging the new biblio, do not add any items. Adding of items is handled by the Serials module.
- -A: Search by using the filter button (either title or ISSN).
- -A: Click the “Add subscription” button.
- -A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and librarian interface.
- -If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York.
- - - \ No newline at end of file +The serials module is used to manage subscriptions the library has to vairous titles. These are normally Serials or Journals, but in practice can be anything.
Before you can setup up a subscription, you will need to setup a "Vendor" under Acquisitions, and a new "Biblio" under Cataloging. When cataloging the new biblio, do not add any items. Adding of items is handled by the Serials module.
A: Click the “Add subscription” button.
A: View subscription details, receive any item and/or manage what appears in subscription summary (in OPAC and librarian interface.
If you enter a title, you can use the wildcard % : entering %Times% returns every subscription containing Times in the title. Entering New York% returns every subscription with title starting with New York.
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl index 819557c499..864a898385 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/suggestion/acceptorreject.tmpl @@ -1,16 +1,3 @@ - -Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.
To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").
- -Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.
-Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order".
-Marking an item as "Rejected", will move the selected item to the rejected tab.
-When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are Authorised values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.
-The authorised values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorised value category and add your custom reasons.
-Once the status and reason have been selected, these will display for the suggestor in the OPAC.
- - +Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.
To use this feature, purchase suggestions need to be turned on in system preferences. (System Preferences > OPAC Features > Suggest set to "on").
Suggestions that have been placed but not acted upon will show on the "Waiting" tab below. To process a suggestion the "Status" needs to be changed and a "Reason" chosen.
Marking an item as "Accepted", will move the suggestion to the Accepted tab. The suggested item can now be added to an order in Acquisitions by using the "From a Suggestion" feature under "Add To Order".
Marking an item as "Rejected", will move the selected item to the rejected tab.
When ever the status is changed to Accepted or Rejected, the reason for the status change can be selected from the "Reason" drop down. Reasons are AuthoriZed values that need to be setup by the library. There is also the option to select "Other" and enter a custom reason.
The authorized values for "Reason" can be set under System Administration > Authorised Values. From the drop down select the "SUGGEST" authorized value category and add your custom reasons.
Once the status and reason have been selected, these will display for the suggestor in the OPAC.
+ diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl b/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl index d77f43f136..612350d8e6 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/virtualshelves/shelves.tmpl @@ -1,38 +1,3 @@ - - -Lists are editable, permanent book lists. If the Systems Preference for Lists has been enabled, both staff and patrons may create Lists. An item included on a Virtual Shelf is directly linked to that item’s bibliographic record in the Online Catalog. Clicking on the item will take you directly the the item’s “Details Screen” and allow you to check for availability, find the item’s location or reserve the item.
-Lists are a great tool for Reader’s Advisory. Staff can use Lists to create a variety of reading lists for patrons (for example, according to age and reading level, or on specific topics).
-Lists can be used by professors to create a bibliography/ reading list for class assignments. Clicking on an item in a List connects directly to the details page of that item in the Online Catalog. Students can easily see where the item is in the library and whether or not ist is available for checking out.
-Koha supports three types of Lists:
Patrons can use Lists to share their reading favorites/ preferences with other patrons by creating one or more “Public Shelves”. By creating “Private Shelves”, patrons can keep lists of what they’ve read, or what they want to read for research or recreation. “Free Shelves” are a great way to create an evolving, community-based reader advisory.
-To create a new List:
A: You can add items to a List in one of two ways: by barcode OR through a search in the online catalog.
-At present, there is no option to add a list of items to the Lists in ‘bulk’. You must search on the item and add in via the “Brief Display” or enter the barcode.
-Staff may login to their own account and add/create Lists from within their account, though it is not necessary.
-The “Brief Display” of an item in the Staff Intranet is the same display as the Details Screen of that item in the OPAC. This is an easy way to remember that you add to the List from this page.
-At present, there is no option to add a list of items to the Lists in ‘bulk’. You must search on the item and add in via the “Brief Display” or enter the barcode.
-OR
Lists are editable, permanent book lists. If the 'virtualshelves' Systems Preference has been enabled, both staff and patrons may create Lists. An item included on a List is directly linked to that item’s bibliographic record in the Online Catalog. Clicking on the item will take you directly the the item’s “Details Screen” and allow you to check for availability, find the item’s location or reserve the item.
Lists are a great tool for Reader’s Advisory. Staff can use Lists to create a variety of reading lists for patrons (for example, according to age and reading level, or on specific topics).
Lists can be used by professors to create a bibliography/reading list for class assignments. Clicking on an item in a List connects directly to the details page of that item in the Online Catalog. Students can easily see where the item is in the library and whether or not ist is available for checking out.
Koha supports two types of Lists:
Patrons can use Lists to share their reading favorites/ preferences with other patrons by creating one or more “Public Lists”. By creating “Private Lists”, patrons can keep lists of what they’ve read, or what they want to read for research or recreation.
To create a new List: