Це керівництво призначене для людей, що лише знайомляться з Коха (Koha). Керівництво необхідне тим, у кого ще немає якої-небудь автоматизованої бібліотечної системі взагалі. Вони як діти, це нарід, що потребує поштовху, хто має картковий каталог та друкарську машинку. Ми - стара школа. Ви, можливо, нагадуєте такаго-собі маленького сільського бібліотекаря як є я, або Ви, можливо, маєте велику приватну колекцію, і Вам необхідно слідкувати за нею.

Коха (Koha) в основному має три великі частини – таємнича частина Linux, Інтранет та мережевий каталог. Коли Ви спершу отримаєте Коха (Koha), інтерфейс бібліотекаря нагадує зелений помідор, а читацький електронічний каталог нагадує його хвостик. Якщо Ви це читаєте, то хочете мати справу з внутрішньо-бібліотечним інтерфейсом. Цей інтерфейс допоможе Вам створювати весь той "безлад", що люди бачитимуть у публічному електронічному каталозі. Є багато усього про бібліотечний інтерфейс, але там не так багато таємниць для мене як у Linux-частині Коха (Koha).

Коха (Koha) достатньо дружня, щоб мати з нею справу навіть якщо Ви не технік. Чесно. Мій наречений був дуже люб'язний і налаштував мені версію 2.0.3r. Після того, як я позбирала якісь запчастини до сервера, я дала йому купу коробок, що обійшлася мені біля $700, і він перетворив це на сервер. Після цього, він вставив туди Debian Linux, Apache та, певна річ, Коха (Koha). З того часу, він потрібний лише був, щоб оновити нам Коха (Koha) до версії 2.0, що відбулося без перешкод та зайняло біля 5 хвилин. Отже, Ви можете переконати місцевого технічного ґуру встановити це для Вас разом з декількома годинами базового налаштування Коха (Koha), Apache та Debian Linux. Пізніше Ви повинні будете звертатися до нього з проханням час від часу керувати перебудовою Ваших записів (що не є страшно чи дуже важко), або ж робити модернізацію. Якщо Ви можете примусити їх пропонувати тут і там, Ви встановлені. Якщо Ви зможете заагітувати його робити це при потребі, то це дуже добре.

Я знаходжуся в маленькій сільській публічній бібліотеці, так що я не можу віддати гроші розробникам зразу. Маю надію, що коли я повністю освоюся, я зможу посилати маленькі гроші до проекту таким чином, що усі могли отримати вигоду. Якщо Ви маєте гроші, які б могли витрачати, - Коха (Koha) варта того, та й усі розробники працюють дуже старанно. Я можу висловити велику вдячність усім, хто включений у мій проект. Це керівництво - мій шлях допомоги, тому що я не можу робити нічого іншого. Розробники - щире спасибі усім Вам. Ви дійсно допомагаєте робити значимі покращення у моєму маленькому місті зі 1872 жителів. Спасибі особливо Стівену Хедджесу (Stephen Hedges), який витримав більше аніж його справедлива частка докучання від мене.

Я лише байдикувала з Коха (Koha) протягом декількох місяців. Я побачила, що у інформатиці є не лише один спосіб що небудь робити. Маю фах по бібліотечній науці а не по інформатиці. Також, я ще не здійснюю обіг з допомогою Коха (Koha), отже є речі, про які я здогадуюся. Я казатиму Вам, коли я не знаю напевне.

На жаль, є добра імовірність, що для деяких речей я вибрала повільний та дурнуватий спосіб. Я знаю як я то все робила, але якщо Ви знаєте кращий шлях, будь-ласка поділіться ним зі всіма. У моїх мріях, це - вікі(wiki), де кожен може редагувати вдосконалюючи щось.

Якщо Ви трохи такі як я, Ви будете дуже схвильованими, маючи вже Коха (Koha), і Ви захочете почати додавати матеріал до каталогу якнайскоріше.

На щастя для нас, пан Стівен Хедджес(Stephen Hedges) з публічної бібліотеки у Нельсонвілі(Nelsonville) написав допомогу по міграції. Його керівництво потрібне людям, які вже мають бази даних. Якщо Вам цього не треба, Ви залишаєтеся зі мною. Я радила б Вам читати його матеріал, так само як і керівництво по Коха (Koha). Я знаю, що це - велике читання, і Ви може не зі всім розберетеся, але мабуть якась частина буде зрозумілою.

Запустіть бібліотечний інтерфейс (який наразі ще як 'зелений помідор'), виберіть 'Параметри' клацаючи на цьому слові один раз (знайдете його в кінці рядка зверху на екрані). Вдягніть Вашу думаючу кепку, згадайте старі добрі часи навчання бібліотечній справі. Якщо Ви не вивчали бібліотечну тему, - не зневіряйтеся. Все ще можна мати справу з Коха (Koha).

Після вибору параметрів, Ви зауважите, що Коха (Koha) рекомендує

Прийміть це до уваги. Гаразд.

Вашим першим кроком є 'бібліотечні підрозділи'. Клацніть на цьому.

Тепер клацніть на 'додати новий підрозділ'.

Якщо Ви маєте лише один підрозділ як я, то це як сало з'їсти. Аналогічно, якщо у Вас є домашня колекція, або лише один фонд чого-небудь, Ви потребуватимете одного підрозділу. Якщо Ви надалі розширятиметеся, я впевнена, Коха (Koha) дасть собі потім раду з додаванням нового підрозділу.

Введіть короткий код підрозділу. Я впевнена, що тут Коха (Koha) прийме лише перші 4 символи. Дуже не переймайтеся цим. Я ввела “MAIN” для позначення моєї бібліотеки.

'Найменування', - тут вкажіть назву Вашої бібліотеки. Я ввела “Публічна бібліотека Хінсдейлу (Hinsdale)”.

Для 'адреси' я ввела вулицю та поштову адресу моєї бібліотеки.

Заповніть поля з Вашими 'телефоном', 'факсом', та адресою 'електронної пошти (e-mail)' і от все вже готово.

Якщо щось зміниться, чи Ви десь зробили помилку, то клацніть на 'Редагувати' на цьому екрані, і Ви матимете можливість ввести нову інформацію.

Наскільки я розбираюся, Ви фактично не повинні робити що-небудь для цього. Цей модуль видається доволі прозорим якщо Ви хочете відслідковувати Ваші витрати, але я насправді все таки не використовую його у повній мірі.

Якщо Ви хочете додати Ваше зібрання, клацніть на ' Додати фонд одиниць зберігання'. Я ввела “MAIN” як фонд од.зб. та “Піблічна бібліотека Хінсдейлу (Hinsdale)” як ім'я.

Тепер Ваш новий фонд з'явиться в екрані для фондів од.зб. у формі світло-жовтого прямокутничка та світло-зеленого. Клацніть на клаптику паперу із знаком плюс щоб сказати Коха (Koha) додаткову інформацію про витрати.

Коха (Koha) потрібно знати стартову дату, дату кінця та об'єм витрат. Зауважте, що Коха (Koha) хоче європейський формат дня, місяця, року, так що 15-го серпня 2004 буде як 15/08/2004.

Наскільки я можу сказати, Ви фактично не повинні щось робити і тут, ОКРІМ того якщо лиш Ви ще не створили Ваш фонд одиниць зберігання.

Якщо хочете клацніть 'Грошові одиниці', тоді 'Додати грошову одиницю'. Я встановила грошову одиницю 'US DOLLARS' і курс 1. Якщо Вам потрібно більш аніж одну грошову одиницю, введіть курс, порахований відносно Вашої "основної" грошової одиниці.

Це є дуже і дуже важливо. Дійсно. Але не впадайте у паніку. Я не впевнена як забагато різних типів од. зб. може містити у собі БД, але я ввела їх усі жодним не нехтуюючи. Я маю 28 типів од.зб., але на екрані типів од.зб. можу бачити лише 20 з них. Не хвилюйтеся, інші 8 знаходяться там є. Якщо Ви перейдете у OPAC та клацнете на випадаюче меню щодо нових надходжень, Ви бачитимете всі свої типи од.зб..

Отже, типів од.зб. може бути хто-знає скільки, чи не так?

Мені подобається мати тип од.зб. на кожен різновид того, що має своє розташування у моїй бібліотеці. У Вас, можливо, є потреба мати більша 28 типів, які я маю у себе. Перший 20 з моїх типів наступні:

To the database, there are types of people as well as types of items. To have you better understand what impact the borrower types have, I’ll go through what I put into borrower categories in Koha. Just as defining item types was super dooper important, so is defining your borrower categories.

For now, I’ve set up 5 borrower categories. They are: Adult, Youth, Trustee, Staff, and Non Resident Borrower.

I didn’t want to lump in Non Residents with the rest of these fine folks because in Massachusetts, we get funding to offset non resident borrowing. You also might later want to know how many residents of your town use your library. You might want to charge an annual fee for non residents. Having a separate category lets you do all of that.

I didn’t want to charge my trustees, my staff, or my library kids fines. I also wanted my staff to know when they were waiting on a trustee. So there’s the rationale behind those categories.

Notice that I didn’t set up male / female categories. You’ll see that option when you go to actually add a borrower, which happens later.

Again, it’s crucial to understand how this works, or you’ll have a big headache later. You can always change things, but you have a choice between assigning a category now, or changing a bajillion patron records later. So if you still don’t get it, feel free to email me at <mhelman (at) illinoisalumni.org>.

Ka-ching! These are your fines.

Since you've been dutifully setting your database up in order, you already did your borrower types. If you've been naughty, you need to set your borrower categories before doing this table, or bad things will happen. Of course, if you decide to add a new category later, you need to come back here and edit your fines if applicable.

You also need to set up your item types before messing with this. Again, you can always change things later if you need to add something new.

You probably are looking at a whole bunch of

The tables look scary, but they really aren't. The numbers I have in the Non Resident and Adult columns are

Of course decimals are okay. For ppl using , as decimal separator (like in France), please use the "." here anyway. The , is to separate the 3 numbers.

If they are okay, what this does is charge 10 cents a day, after one day of grace, every day.

Suppose you don't want to charge fines on children's books. Since you're clever, you've made an item type (possibly several) for your children's books. Look at the item type you made for children's books on the left of the table. Going horizontally across the table, KEEP the default of 0,,. Suppose you want to charge a buck a day for late videos after one day of grace. No problem, go to the video item type and type

Got it? Having the fines linked to both borrower type and item type allows a library to charge a certain type of borrower for a certain type of item, but not necessarily a different type of borrower for the same type of item. Or one can charge for a certain item type regardless of the sort of borrower. There are lots of possibilities here.

Remember to hit the OK button at the bottom centre of the page or stuff won't save.

When you define the MARC tag structure you can select how the subfield is managed. If you enter nothing, then the subfield is free. If you choose a category of authorized_value, then a list will be shown and you can only choose a value in the list.

Зразок : мова документу. A table exists, defined by the LoC (and used even in french UNIMARC ;-) ).

The table says :

So, enter those values in a authorized values list (say : category LANG), and set langages subfield to "LANG".

The 3 digit being the "code" and the complete "text" being "english" or "french"...

Now, you have a list for the languages.

Краще : If you set subfield to "mandatory", no empty value is possible.

If you set subfield to "non mandatory", an empty value is automatically added and is the default one.

Ще краще : The list is ordered by "text" in the MARC editor.

You want to have by default, say "eng" ?

Ok, you must know that the space is "lower" than any letter.

so, put " english" as text instead of "english" (notice the space at the beginning), and... eng / english is now the default value.

quite nice isn't it ?

Thesaurus/ authority file is used in 2 ways :

Like in authorised values, thesaurus is used in MARC editor. If you choose a thesaurus category in for a subfield, then a popup will open when you click on the ... facing the subfield.

You can search in the thesaurus for a given value, go up & down, add a value if you don't find whatever you need.

You can also define rejected values. If you search & select a rejected value, the authorised value will be put instead.

Note that in 2.0, Koha doesn't handle MARC management of a thesaurus/authority. So no "see also" or "related values". It will be improved in 2.2.

This is super duper important. This jobby works with Links Koha - MARC DB. Stephen Hedges wrote exhaustively on both of these in his work Migrating to Koha.

Read this section and his until you understand what is going on here, it's just that important. If you don't quite get it email me at <mhelman (at) illinoisalumni.org> and I will try to walk you through it.

I would highly advise talking to a librarian who is a cataloguer if you are not one prior to editing this part of the database. You need to really think back to library school and try and understand all of these tags.

When you get Koha, it comes with all of the MARC tags. That's a heap. Chances are you will not be using ALL of the MARC tags. However, I would advise against deleting any of these tags. You might not use them now, but you might want to use them later. Also, they do not take up that much space. Compared with the hassle you would face through accidentally deleting something important, I would opt to keep them all. There are panels of evil geniuses that decide which MARC tags to include in the LIS field, they are the uber cataloguers. Try not to defy them and ruin standards by adding whacky fields or deleting necessary ones.

You will not *see* all of the MARC tags on the first screen. You will only see the tags beginning with 0. It is possible to wade through the MARC waters by typing the number of the tag you wish to edit. For instance, if I type just 1 into the box and hit enter, the screen will bring up results for the hundred fields. Since there aren't that many, it also brings up some 2xxs and 3xxs.

Your 1xx field is where the Author goes. Needless to say, this is an important field so it ought to be linked to something. For right now, Koha cheats and kind of looks over at the MARC record, but doesn't really use it to its full potential. What this means to you is that you need to go back to the parameters screen and pick --

The first screen will bring up the links to the biblio table. Notice that the second heading is for author. My screen shows a link between author and Tag 100a. This means that when someone searches using the OPAC and tries an author search, Koha will send the search over to the 100a tag. If there is nothing in that tag, nothing will be found under an author search.

This could be a very big deal indeed if you are predominantly a music or video library. You might even wish to change this link to 700a. I'm not certain that Koha can handle more than one entry in the 700a field, which happens often.

Now, there is an additionalauthors table in Koha under the Links Koha - MARC DB screen. You get there by pulling down the menu underneath the MARC links heading. You will see another author heading on the left, but this time, you can edit it so that it is linked to 700a.

You can do this by clicking on the folder icon on the right.

You will now see a page with a bunch of pull down menus. Don't panic. These more or less correspond to each major MARC field. The 7xxs live in the 8th pull down menu. Selecting 700 a - Personal name from the 8th menu and then clicking on the OK button next to that pull down menu will link the additional author table to that field of the MARC record.

Don't be scared to explore the pull downs in order to figure out wher tags are kept. Nothing will change until you hit ok at the right of the pull down.

You can only pick one tag at a time.

To clear your selections, click the HERE button.

Now, since you changed things, you need to run misc/rebuildnonmarc.pl script. This is located in the mysterious Linux part of Koha. If you don't know how to do this, ask your administrator or friendly volunteer. The actual command takes two seconds to type in, but it goes through all of the bibliographic records you have and converts them to the new set up, so if you are changing something after you inputed thousands of records, it could take a little while. With my server, I have had to run this a few times when I've changed my mind. It took my server just a couple of minutes, but if you have different hardware, it could take longer.

You also need to be sure to run the MARC check after changing things. Luckily for us, the MARC check is so easy even I can use it. You just click on MARC check from the parameters screen and it will check for errors. If it doesn't find anything, it tells you that you're OK and that's that.

I have yet to have it find an error for me, so I can't yet give you advice on what to do then.

Now you need to revisit the MARC tag structure link so you can set things up the way you want. Continuing on our quest to mess around with the author tag, type 1 into the text box under MARC tag structure admin and hit enter on your keyboard.

Pick the first heading for

by clicking on the blue subfields link. This will take you deeper into the dark underbelly of the cataloguer's world. This is the stuff that Library School nightmares are made of. After looking at these tables, I would advise you not to swim or eat for at least a half hour.

In the very first column we've got the corresponding MARC subfield. When you make a MARC record from scratch as a cataloguer, this column is the subfield delimiter, or the stuff you put after the $ signs (or whatever special character) in the MARC record. So for cataloguing this page we'd have a heading of

In our table we see that subfield a is in fact the Personal name field. The Koha field shows a link to biblio.author, which means that Koha is filing this subfield data under author, which is good. Then you have the standard cataloguing rules that tell us that it's non repeatable and non mandatory.

Next is the mysterious tab field. You'll note that a lot of these are set to -1. It's time to ponder which tags you will never really use in cataloguing. The tags you decide to neglect at your library should remain set to -1, that way you don't see them when you add a record to the catalogue.

Obviously, you will want to see the author tag. So we will click on the little folder at the lower left of the subfields page. Which will bring up the --

Run this check after messing around with your MARC tag structure and your Database Links. I've never gotten an error, so I wouldn't know how to reverse one if I had one.

All you have to do to run this check is click on the MARC Check link on the Parameters screen.

If it does find an error, I would stop whatever you're doing and ask for help on the Mailing List.

This is where you set up printers. I'm not going to do that, so I'd appreciate someone filling information in about how to do that.

Stop words are ignored during searches. I'm still a novice, so I haven't messed around with adding stop words yet. So currently, if I click on Stop words it takes me to the “Stop words admin” page. Out of the box, Koha has "THE" as a stop word. You might want to add "A" "AN" or other stop words to clean up your searches, but I didn't mess with this yet.

Edit me, please.

This part is going to be important for people that are migrating. There are also a lot of tricks to getting it to work correctly. Check the mailing list for this topic, as there's information about the daemon and more about getting this part running.

Right now, if I click this link, it shows me the Library of Congress server. If I click on the folder for that server at the right, I can edit it.

I believe that checked and rank relate to the order in which Koha will handle them, so if you like the results from a given server, make this number low like 1 or 2.

The syntax is your MARC syntax. What flavour are the rest of your records? Are they MARC21 or UNIMARC? Pick whichever they are from this drop down menu.

This is a lot of miscellaneous stuff that you'll want to take a look at. After clicking on System preferences you'll get the “System preferences admin” page.

You'll see three columns : Variable, Value and Explanation. Here are what the first two are set to in my system.

Give yourself a big pat on the back! You're done all of the setup stuff you need to do in order to do actual work with Koha. :) On to tools!

Now that you've got a MARC record or two in your breeding pool, it's time to link them to the actual book so that your barcode will be attached to the book, and the computer will know which branch it's at, et cetera.

To start the linking process start at the lime green Intranet page, and choose Catalogue Search by clicking on the top purple option. This will take you to a scary looking MARC search page. I almost never use that search. Instead, click on the Add Biblio option at the top of the page under Reports. This will sneakily highlight the Acquisitions bar at the top of the screen, but don't sweat it.

In order to find your record, you either need to know the Title or the ISBN. I hope that in future there will be an author option.

There are a few things to keep in mind:

Continuing with our Grisham theme, I will type "The Firm" into the title text box, and click on Go.

Now that you know how to add a bibliographic record into Koha, we turn to living breathing people.

From the lime green intranet screen, mouse over Members. Select the Add Member option. This will cause the add member screen to appear.

The first text box to fill in is the Member number, Card Number box at the upper left. If your patron cards are barcoded, this is where you would scan in the barcode from the back of the patron's card. It is a very good idea to give all of your patrons unique numbers. My library is very simple and we just assign numbers in order of registration.

Notice that this field had a * next to it, meaning that it was mandatory to fill it out.

Now fill in the patron's personal information using the

The preferred name will not show up in the search listings or the issues screen for a patron. It will show up when one looks at the detailed member information screen, however.

Make sure that you use the male/female radio button.

The category pulldown menu is incredibly important! After working so hard at determining your patron types, be sure to use this pull down to make sure your borrowers are sorted by the computer into the categories that you want. For instance, in Massachusetts, I need to turn in statistics at the end of the year on Resident and Non Resident use as well as Adult and Youth tallies. If I didn't use the options on the pull down, my data would be flawed.

Continue filling out the Patron's address. The only two fields mandatory are:

BUT this is where you would add the patron's phone number and email address, both of which are very useful for reserves.

Alternate Contact Details is the section I use to add a spouse. You could also add a spouse under Given names. If you want to add a child, there's a special button just for that, but you need to wait until the parent is fully added to use it.

Under Library Use there are two note fields, and it's critical to know the difference between them.

The Borrower message is what you use if there's something you want the borrower to see if they happen to log on to the Koha OPAC. Comments like "You accidentally left your glasses, please pick them up at circulation." would go here.

The Circulation message is something that you want your staff to see. For instance "Please request that patron return their extra late copy of Great Expectations" would be the type of thing that went here.

The sorting fields are new to me, and I think that they might help achieve some of the statistics I referred to earlier.

When you're all through this form, click the Save button at the bottom. This will take you to the detailed borrower record screen.

This screen is very useful for a number of different reasons. Let's first discuss what it contains, and what its contents mean to you.

In the membership record box, you'll note the patron's name and address. Note that the Patron's Preferred name or Nickname is listed FIRST. This is great to know so that you don't accidentally call someone by the wrong name if they are at the desk. Their full name will be in parentheses.

The card number is the number that you, the Library, assign to a patron. This number is different from the number that Koha assigns a patron, which is listed under Membership number.

Phone, fax, email and all that good stuff are here, too.

Whether a patron is current on paying their annual fee is listed here, as well. My library does not charge any fees, so the default $30/year paid is shown. Don't worry if you don't charge, you'll see this anyway.

The expiration of the card is next and the branch they signed up for a card at. This is followed by some more personal information.

Next come a number of important green buttons. They are labeled:

These are all very, very useful and important.

From the Lime Green Intranet screen, select the Green Member Search option by clicking on it.

Use the text box OR the letters to pull up the borrower who would like to make a request.

Once you've arrived at that borrower, thier name will be in big bold text at the top of the page.

Scroll down the page using the scroll bar at the right of your browser.

Near the bottom on the left, there is a box that reads Modify User Flags. Select it by clicking on it.

A new screen will appear with all sorts of options. If you want patrons to be able to reserve books for themselves, check the box that has Reserve books for self. Note that right now, protections are such that things are all or nothing. What this means is that someone is given administrator rights to EVERYTHING even though they should only be able to do certain things. This is very crummy indeed, and a fix is in the works. So seriously think about whether your patrons will set their own holds, or you will do it for them. Of course, if it gets fixed, then this won't be the case any more.

You should not have to do that procedure more than once for each borrower.

Return to the Member page that has the big bold type name at the top of the screen. Scroll to the bottom. This time, select Change Password by clicking on it. This will bring up a screen with a username and password. Set the username to something the kid will remember, then set the password to something else the kid will remember. The password box will be filled with an automatically generated password. You can simply type over that, or hand it to the kid. HOWEVER, remember that UNIX is case sensitive, so if you use caps or the computer generates capitals, they have to be there.

Now, when you see the book that they want in the OPAC, you can reserve it, but you need to logon with the username and password you just created.

Well, you might not want to do things that way at all. You might want to make the patrons ask you for a reserve themselves. If you want to request things for the patron, you need to make sure that you are logged on as the admin. If not, remember how you got to the Modify User Flags screen, and modify the login to be able to make holds for other patrons. So make sure there's a check next to Reserve for others.

Go to the lime green intranet screen, and select the first purple option Catalogue Search by clicking on it. Select Quick search. Type in the title of the book you want. There will be a link labeled Request to the right of the title. Select it by clicking on it.

You will now see a screen that reads "Requesting" and the title.

Put the patron's number in the text box under Member Number and click Request.

Now suppose you had an audio book and a hardcover. You can request the hardcover by clicking the checkbox to the left of the item that corresponds to the hardcover and that would make Koha get only the hardcover.

І памятайте, що можна вільно прискіпуватися до мене. :)