<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE article PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN"
"http://www.oasis-open.org/docbook/xml/4.2/docbookx.dtd">
<article>
  <title>Коха (Koha)</title>

  <subtitle>Гід для новаків</subtitle>

  <articleinfo>
    <author>
      <firstname>BWS</firstname>

      <surname>Johnson</surname>

      <email>mhelman НА illinoisalumni.org</email>
    </author>

    <pubdate>2005-04-03</pubdate>

    <contrib>Я вдячна Полю Пуейну (Paul Poulain) за допомогу з розділом
    "Авторитетні джерела".</contrib>

    <copyright>
      <year>2004</year>

      <year>2005</year>

      <holder>BWS Johnson</holder>
    </copyright>

    <legalnotice>
      <para>Цей документ відноситься до Koha та підпадає під Загальну Публічну
      Ліцензію (GNU) 2-гої чи вищих версій (<ulink
      url="http://www.gnu.org/licenses/gpl.html">http://www.gnu.org/licenses/gpl.html</ulink>).</para>

      <para>Документи, що пов'язані з Koha можна вітворювати та поширювати як
      цілі так і частинами, на будь-якому фізичному чи електронічному носії,
      лише щоб ця нотатка про авторське право була збережена на всіх
      копіях.</para>

      <para>Ви можете створювати похідні документи та поширювати їх за умови,
      що:</para>

      <orderedlist>
        <listitem>
          <para>Похідний проект буде мати ту саму ліцензію чи ліцензію на
          проект документації Linux (<ulink
          url="http://www.tldp.org/COPYRIGHT.html">http://www.tldp.org/COPYRIGHT.html</ulink>).
          Включайте повідомлення про авторське право та, як мінімум, покажчик
          на використовувану ліцензію.</para>
        </listitem>

        <listitem>
          <para>Надавайте належне шанування попереднім авторам та основним
          помічникам.</para>
        </listitem>
      </orderedlist>

      <para>Комерційне повторне розповсюдження дозволяється та стимулюється;
      проте, автор хотів би бути повідомленим стосовно подібних
      розповюджень.</para>

      <para>Не береться жодного зобов'язання щодо вмісту цього документа.
      Використовуйте концепції, приклади та інформацію на свій власний ризик.
      Можливо, є помилки та неточності, що могли б зашкодити Вашії системі.
      Будьте обережні, і хоча це надзвичайно маловірогідно, автор(и) не беруть
      ніякої відповідальності.</para>

      <para>Всі авторські права зберігаються за їх власниками, хіба говориться
      інакше. Використання якогось терміну у цьому документі не потрібно
      розцінювати, як агітацію за яку-небудь торгову марку або ж службу. У
      згадуванні про певну продукцію чи марку не потрібно бачити прихильність
      до них.</para>
    </legalnotice>

    <revhistory>
      <revision>
        <revnumber>2.2.0</revnumber>

        <date>2005-03-09</date>

        <authorinitials>bwsj</authorinitials>

        <revdescription>
          <para>Звірка та доповнення секції "Додавання патронів"</para>
        </revdescription>
      </revision>

      <revision>
        <revnumber>2.0.0p1</revnumber>

        <date>2004-12-17</date>

        <authorinitials>sh</authorinitials>

        <revdescription>
          <para>Незначні зміни, здебільшого стосовно авторського права та
          ліцензії</para>
        </revdescription>
      </revision>

      <revision>
        <revnumber>2.0.0</revnumber>

        <date>2004-11-08</date>

        <revdescription>
          <para>Перша XML-розмітка (зроблена Стівеном Хедджесом (Stephen
          Hedges)) оригінальної wiki-сторінки, що знаходиться за адресою
          <ulink
          url="http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide">http://www.saas.nsw.edu.au/koha_wiki/index.php?page=NewbieGuide</ulink>
          що востаннє була змінена в четвер, 22 липня 2004 під час
          копіювання.</para>
        </revdescription>
      </revision>
    </revhistory>
  </articleinfo>

  <section>
    <title>Аудиторія</title>

    <para>Це керівництво призначене для людей, що лише знайомляться з
    <application>Коха (Koha)</application>. 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.</para>

    <para><application>Коха (Koha)</application> в основному має три великі
    частини – таємнича частина Linux, Інтранет та мережевий каталог. Коли Ви
    спершу отримаєте <application>Коха (Koha)</application>, 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 <application>Коха
    (Koha)</application>.</para>

    <para><application>Коха (Koha)</application> 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, <application>Apache</application> та, певна річ, Коха
    (<application>Koha)</application>. З того часу, він потрібний лише був,
    щоб оновити нам <application>Коха (Koha)</application> 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 <application>Коха
    (Koha)</application>, <application>Apache</application> 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.</para>

    <para>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, -
    <application>Коха (Koha)</application> 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.</para>

    <para>Я лише байдикувала з <application>Коха (Koha)</application> 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 <application>Коха (Koha)</application>,
    отже є речі, про які я здогадуюся. Я казатиму Вам, коли я не знаю
    напевне.</para>

    <para>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.</para>
  </section>

  <section>
    <title>Речі, що у Вас є</title>

    <section>
      <title>Маєте Коха (Koha)</title>

      <para>Я виходжу з припущення, що у Вас є комп'ютер зі встановленою на
      ньому <application>Коха (Koha)</application>. Не має значення, чи
      примусили Ви когось це зробити для Вас, або ж зробили це самостійно.
      Якщо Ви дійсно зробили це безпосередньо, поплескайте собі у
      долоні.</para>
    </section>

    <section>
      <title>Маєте матеріал для каталогу</title>

      <para>Це фонд, з якого фактично складється Ваша бібліотека. Це можуть
      бути книги, аудіо-записи або ж ЦВД(DVD). <application>Коха
      (Koha)</application> не переймається, які матеріали Ви заносите до
      каталогу.</para>
    </section>
  </section>

  <section>
    <title>Що тепер?</title>

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

    <para>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 <application>Коха (Koha)</application>. Я знаю,
    що це - велике читання, і Ви може не зі всім розберетеся, але мабуть якась
    частина буде зрозумілою.</para>

    <para>Запустіть бібліотечний інтерфейс (який наразі ще як 'зелений
    помідор'), виберіть '<emphasis>Параметри</emphasis>' 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 <application>Коха (Koha)</application>.</para>

    <important>
      <para>Дрібка часу, що витратите на цей крок, збереже цілу купу часу
      пізніше. Отже спершу думайте. Інтенсивно.</para>
    </important>

    <para>Після вибору параметрів, Ви зауважите, що <application>Коха
    (Koha)</application> рекомендує <blockquote>
        <para>заповнювати ці таблиці у порядку їх появи, щоб отримати робочу
        Коху (Koha)</para>
      </blockquote>Прийміть це до уваги. Гаразд.</para>
  </section>

  <section>
    <title>Створення нового підрозділу</title>

    <para>Вашим першим кроком є <emphasis>'бібліотечні підрозділи'</emphasis>.
    Клацніть на цьому.</para>

    <para>Тепер клацніть на '<emphasis>додати новий
    підрозділ</emphasis>'.</para>

    <para>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, <application>Коха (Koha)</application> дасть собі потім раду з
    додаванням нового підрозділу.</para>

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

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

    <para>Для '<emphasis>адреси</emphasis>' я ввела вулицю та поштову адресу
    моєї бібліотеки.</para>

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

    <para>Якщо щось зміниться, чи Ви десь зробили помилку, то клацніть на
    '<emphasis>Редагувати</emphasis>' на цьому екрані, і Ви матимете
    можливість ввести нову інформацію.</para>
  </section>

  <section>
    <title>Фонди одиниць зберігання</title>

    <para>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.</para>

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

    <para>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 <application>Коха (Koha)</application>
    додаткову інформацію про витрати.</para>

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

  <section>
    <title>Грошові одиниці</title>

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

    <para>Якщо хочете клацніть '<emphasis>Грошові одиниці</emphasis>', тоді
    '<emphasis>Додати грошову одиницю</emphasis>'. 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.</para>

    <example>
      <title>Курси грошових одиниць:</title>

      <para>EUR = 1 та USD = 1.20 (або USD = 1 та EUR = 1/1.20 якщо Ви у
      США)</para>
    </example>
  </section>

  <section>
    <title>Типи одиниць зберігання</title>

    <para>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..</para>

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

    <para>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:</para>

    <blockquote>
      <para>Аудіо-книги художньої літератури (Fiction) для дорослих,
      аудіо-книги не художньої літератури для дорослих, аудіо-книги художньої
      літератури для дорослих на компакт-дисках, аудіо-книги не художньої
      літератури для дорослих на компакт-дисках, художня література для
      дорослих, журнали для дорослих, не художня література для дорослих,
      картонна книга (Board Book), книги - лауреати медалі Кельдікота
      (Caldecott), книжки коміксів, музичні компакт-диски, цифрові відеодиски
      (DVD), легке читання для дітей, графічні романи (Graphic Novel),
      аудіо-книги дитячої художньої літератури, аудіо-книги дитячої не
      художньої літератури, дитячі компакт-диски, дитяча художня література,
      дитячі журнали, дитяча не художня література (змішано з дорослою
      літературою).</para>
    </blockquote>

    <section>
      <title>Додавання типів одиниць зберігання</title>

      <para>На сторінці керування типами од.зб. клацніть <emphasis>Додати тип
      одиниць зберігання</emphasis>.</para>

      <para>Використовуйте для типу код довжиною не більше 4 символів. Для
      прикладу, код для “книг з художньої літератури для дорослих” у моїй
      бібліотеці - “AAF”. Ви, наспраді, не будете бачити цей код де-небудь
      окрім цього місця, він потрібен лише комп'ютеру щоб давати лад цим всім
      типам.</para>

      <para>А те, що Ви та Ваші патрони *хочете* побачити ­ опис. Коли я
      складала перший раз групу описів свої типів од.зб., то все були самі
      описи. Хороший опис представляє патрона та загальну характеристику
      матеріалу, тобто звідки він потрапив і що це таке є. Це НЕ те, куди йде
      Ваш матеріал за УДК чи де він точно розміщується. Лише в
      загальному.</para>

      <para>Є критичним, щоб ці одиниці збереження Ви отримували
      безпосередньо, тому, що якщо Ви вирішите пізніше що ці одиниці є
      різними, Вам прийдеться змінювати окремі марк-записи для великої
      кількості од.зб..</para>

      <para>Якщо у Вашій бібліотеці є декілька жанрів художньої літератури,
      потрібно створити по окремому типy од.зб. для кожного жанру. Наприклад
      тип 'пригоди' для пригодницьких книг чи тип 'містика' для книг по
      містиці.</para>

      <para>Я не маю окремих типів для книг в м'якій обкладинці та книг у
      твердій палітурці, але, можливо, Ви захочете мати, якщо зберігаєте їх у
      різних місцях.</para>

      <para>Не панікуйте, якшо Ви випадково забудете що-небудь. Я забула свої
      відеодиски (DVD) коли я перший раз створювала свою множину типів.
      Оскільки ми не маємо старої БД, то це невеликий трафунок. Вам всього ж
      буде потрібно встановити новий тип од.зб. та й усе. Це на зразок того як
      би Ви хотіли запровадити у Вашій бібліотеці щось нове, наприклад музику,
      тоді Ви просто додаєте тип од.зб для музики.</para>

      <para>Якщо це ще не повністю зрозуміло, - продовжуйте розбиратися доки
      не стане цілком ясно. Це дуже й дуже важиво. Якщо у Вас є питання щодо
      цього, не соромтеся та напишіть мені електронного листа за адресою
      <email>mhelman (на) illinoisalumni.org</email>, і спробую зробити це
      зрозумілишим для Вас.</para>

      <section>
        <title>Не для позик</title>

        <para>Цей блок по суті означає використання лише в межах
        бібліотеки.</para>

        <para>Я не використовую можливість "не для позики", тому що ми не
        маємо так багато фонду, який би не був в обігу у нашій бібліотеці.
        Сюди входить місвева історія і б не хотів би пошкодити старі карти та
        книги, поставивши на них штрих-коди.</para>

        <para>Ви можете поставити чи зняти відмітку на цьому блоку якщо у Вас
        є зібрання, наприклад довідники, за якими Ви б хотіли слідкувати але
        щоб вони не залишали Вашу будівлю.</para>
      </section>

      <section>
        <title>Тривалість позики</title>

        <para>Це значить скільки часу Ви можете щось утримувати. У моїй
        бібліотеці з цим все дуже просто, і утримувати будь-що можна до 2
        тижнів. Отже я записала 14 для 14 днів у цьому полі.</para>

        <para>Якщо Ви вибрали <emphasis>Не для позики</emphasis>, то поле з
        тривалістю позики Вас не цікавитиме, отже залишіть це поле пустим,
        тому шо Ви не хочете видавати одиницю. Я гадаю, що
        <application>Коха</application> ігноруватиме те що Ви запишитеме тут і
        одиниця всеж не буде в обігу.</para>
      </section>

      <section>
        <title>Продовження</title>

        <para>Якщо Ви тут встановлюєте чи знімаєте відмітку, то дозволяєте
        Вашим щасливим відвідувачам продовжувати одиниці будь-якого типу. Для
        прикладу, щоб доросла белетристика могла продовжуватися на якись
        період, я зняла тут відмітку. Я думаю, що
        <application>Коха</application> продовжить Вашу одиницю на певну
        кількість днів, котру Ви вкажете у полі тривалості позики. Якщо я
        помиляюся, будь-ласка дайте мені знати.</para>

        <para>Оскільки Ви встановлюєте тип од.зб. для кожного виду матеріалу,
        що є у Вас в обігу, то я вірю, що Ви зможете визначити для кожного
        типу одиниці, продовжується вона чи ні. Так, теоретично, Ви можете
        заборонити користувачам продовжувати їхні журнали, але дозволити їм
        продовжувати їхню белетристику. У моїй бібліотеці є однаковий період
        для позики будь-чого, то якщо <application>Коха</application> робить
        щось з продовженням невірно, - дайте мені знати.</para>

        <para>Note that this is just a box. In my dreams, I’d be able to fill
        in how many renewals I wanted. But alas, it is not to be in this
        version. Seeing as how I didn’t pay for the software, I am not going
        to push my luck with the kind and generous developers.</para>

        <para>You can actually set the renewals to however many you want. This
        involves a call to your local techie. I don’t have a fig as to the
        specifics of this, and I’m just rehashing what I read in Stephen
        Hedges’ <citetitle>Migrating to Koha</citetitle>. You need to tell
        your techie to change the <varname>renewalsallowed</varname> field in
        the <application>Koha</application> <application>MySQL</application>
        database to whatever number you need for a given item.</para>
      </section>

      <section>
        <title>Плата за прокат</title>

        <para>I believe that rental charge is where you would assign a fee if
        you want to rent your patrons stuff. Some libraries charge money to
        rent a video instead of just lending it out. If this is the case for
        materials in your library, I believe that you would put that fee in
        this box.</para>

        <para>I DON’T believe that you mess around with this box if you want
        to charge an overdue fee on an item. I’m pretty sure that that gets
        assigned in the in the charges section. Again, I’m not sure because I
        haven’t started actually circulating on
        <application>Koha</application>.</para>
      </section>

      <section>
        <title>Клацніть <emphasis>'Гаразд'</emphasis></title>

        <para>After all that work, it would stink to not save it. So make sure
        you click <emphasis>OK</emphasis> to save the changes after you’ve
        puzzled it all out.</para>
      </section>
    </section>
  </section>

  <section>
    <title>Категорії позичальників</title>

    <para>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
    <application>Koha</application>. Just as defining item types was super
    dooper important, so is defining your borrower categories.</para>

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

    <para>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.</para>

    <para>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.</para>

    <para>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.</para>

    <para>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
    <email>mhelman (at) illinoisalumni.org</email>.</para>

    <section>
      <title>Додайте категорію</title>

      <para>Click on <emphasis>Add category</emphasis> on the Category admin
      page when you’re ready to start.</para>

      <section>
        <title>Шифр категорії</title>

        <para>This field will only take 2 characters. Don’t panic. I don’t
        think you really see this field much later. I believe it’s primarily
        around so that the database can manipulate things. It’s the
        description field that will show later on. I just used A,Y,T,S, and N
        for my borrower codes.</para>
      </section>

      <section>
        <title>Період реєстрації</title>

        <para>This is the number of years that the person’s record will last.
        Suppose you wanted to charge non residents an annual fee. When you set
        up a non resident record, you would set this slot to 1 and the
        enrollment fee to whatever you wanted to charge. I set mine stupidly
        high so that I wouldn’t have to re-enter records annually.</para>
      </section>

      <section>
        <title>Верхня межа віку</title>

        <para>This is what tells <application>Koha</application> the maximum
        age someone can be for a given category. This is what you would mess
        with if you want a separate category for children. I set mine for my
        children’s category to 18. I’m not sure what happens once a kid turns
        18, I’m assuming <application>Koha</application> will produce an
        error, and that I will need switch them to the Adult Borrower
        code.</para>
      </section>

      <section>
        <title>Необхідний вік</title>

        <para>This is what tells <application>Koha</application> the minimum
        age someone can be for a given category. For my Adults, I set this to
        18.</para>
      </section>

      <section>
        <title>Плата за реєстрацію</title>

        <para>This would be what you charge people to use your library patrons
        per annum. Originally, it was hardcoded at $30 a year, which you can’t
        change. However, if you set this to 0 to not charge your patrons, it
        will say $30 a year / Paid in the Members screen, so don’t
        worry.</para>
      </section>

      <section>
        <title>Необхідність сповіщення про запізнення</title>

        <para>This is a yes or no dropdown menu. I’m not precisely certain,
        but I suppose it helps keep track of overdues for a borrower category.
        It's used when creating overdue reports.</para>
      </section>

      <section>
        <title>Межа видачі</title>

        <para>I believe this is the amount of stuff that a patron’s allowed to
        check out. I set mine to 99, thankful that I don’t have patrons that
        want more than that. I once had a patron who would sign out in excess
        of 300 items. All of them came back in great shape, on time, every
        time. So, I would suggest another digit on this box, especially if we
        want to draw in regional libraries that lend to other
        libraries.</para>
      </section>

      <section>
        <title>Плата за резервування</title>

        <para>I’m jumping to the wild conclusion that this is the amount you
        wish to charge a patron for placing a hold. We don’t charge, so I set
        it to 0.</para>
      </section>
    </section>
  </section>

  <section>
    <title>Витрати</title>

    <para>Ka-ching! These are your fines.</para>

    <para>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.</para>

    <para>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.</para>

    <para>You probably are looking at a whole bunch of<blockquote>
        <para>0,,</para>
      </blockquote></para>

    <para>The tables look scary, but they really aren't. The numbers I have in
    the Non Resident and Adult columns are<blockquote>
        <para>0.1,1,1</para>
      </blockquote></para>

    <para>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.</para>

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

    <para>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<blockquote>
        <para>1, 1, 1</para>
      </blockquote></para>

    <para>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.</para>

    <para>Remember to hit the <emphasis>OK</emphasis> button at the bottom
    centre of the page or stuff won't save.</para>
  </section>

  <section>
    <title>Дані авторитетних джерел</title>

    <para>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.</para>

    <para><emphasis role="bold">Зразок :</emphasis> мова документу. A table
    exists, defined by the LoC (and used even in french UNIMARC ;-) ).</para>

    <para>The table says :<informaltable>
        <tgroup cols="2">
          <tbody>
            <row>
              <entry>ang</entry>

              <entry>стара англійська мова</entry>
            </row>

            <row>
              <entry>eng</entry>

              <entry>англійська мова</entry>
            </row>

            <row>
              <entry>fre</entry>

              <entry>французька мова</entry>
            </row>

            <row>
              <entry>fra</entry>

              <entry>стара французька мова</entry>
            </row>

            <row>
              <entry>ger</entry>

              <entry>німецька мова</entry>
            </row>
          </tbody>
        </tgroup>
      </informaltable></para>

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

    <para>The 3 digit being the "code" and the complete "text" being "english"
    or "french"...</para>

    <para>Now, you have a list for the languages.</para>

    <para><emphasis role="bold">Краще :</emphasis> If you set subfield to
    "mandatory", no empty value is possible.</para>

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

    <para><emphasis role="bold">Ще краще :</emphasis> The list is ordered by
    "text" in the MARC editor.</para>

    <para>You want to have by default, say "eng" ?</para>

    <para>Ok, you must know that the space is "lower" than any letter.</para>

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

    <para>quite nice isn't it ?</para>
  </section>

  <section>
    <title>Тезаурус</title>

    <para>Thesaurus/ authority file is used in 2 ways :</para>

    <itemizedlist>
      <listitem>
        <para>manage authorised &amp; rejected forms for the same
        concept.</para>
      </listitem>

      <listitem>
        <para>manage hierarchy of the data.</para>
      </listitem>
    </itemizedlist>

    <para>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 <emphasis>...</emphasis> facing the subfield.</para>

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

    <para>You can also define rejected values. If you search &amp; select a
    rejected value, the authorised value will be put instead.</para>

    <example>
      <title>Значення тезаурусу :</title>

      <para><quote>Письменник -- French -- Emile Ajar</quote> is a rejected
      form of</para>

      <para><quote>Письменник -- French -- Romain Gary</quote></para>

      <para>If you search "Ajar", you will find it. If you select it, "Romain
      Gary" will appear magically.</para>
    </example>

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

  <section>
    <title>Структура полів MARC-у та зв'язки Koha з БД MARC-у - спільна
    робота</title>

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

    <para>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
    <email>mhelman (at) illinoisalumni.org</email> and I will try to walk you
    through it.</para>

    <para>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.</para>

    <para>When you get <application>Koha</application>, 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.</para>

    <para>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 <userinput>1</userinput> 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.</para>

    <para>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,
    <application>Koha</application> 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
    --</para>
  </section>

  <section>
    <title>Звя'зки Koha з БД MARC-у</title>

    <para>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, <application>Koha</application> will send the
    search over to the 100a tag. If there is nothing in that tag, nothing will
    be found under an author search.</para>

    <para>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 <application>Koha</application> can handle more than
    one entry in the 700a field, which happens often.</para>

    <para>Now, there is an <varname>additionalauthors</varname> table in
    <application>Koha</application> 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.</para>

    <para>You can do this by clicking on the folder icon on the right.</para>

    <para>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.</para>

    <para>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.</para>

    <para>You can only pick one tag at a time.</para>

    <para>To clear your selections, click the <emphasis>HERE</emphasis>
    button.</para>

    <para>Now, since you changed things, you need to run
    <filename>misc/rebuildnonmarc.pl</filename> script. This is located in the
    mysterious Linux part of <application>Koha</application>. 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.</para>

    <para>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.</para>

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

    <para>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 <userinput>1</userinput> into the text box under MARC
    tag structure admin and hit enter on your keyboard.</para>

    <para>Pick the first heading for<blockquote>
        <para>100 MAIN ENTRY -- PERSONAL NAME</para>
      </blockquote>by clicking on the blue <emphasis>subfields</emphasis>
    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.</para>

    <para>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<blockquote>
        <para>100 1_ $a Helman, M. Brooke.</para>
      </blockquote></para>

    <para>In our table we see that subfield a is in fact the Personal name
    field. The <application>Koha</application> field shows a link to
    biblio.author, which means that <application>Koha</application> 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.</para>

    <para>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.</para>

    <para>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 --</para>

    <section>
      <title>Редагування сторінки з підполями</title>

      <para>Holy drop down menus, Batman! Hang in there, you will not need to
      see any of these pages with a great degree of frequency after the first
      couple of days. Again we see that the first column on the left
      corresponds to the piece of the MARC record we are working on. Which is
      still 100a if you haven't been paying attentiion. It says "Personal
      name" next to it. It has <application>Koha</application> field
      biblio.author assigned to it. We're doing great!</para>

      <para>Then once again, there is the appearance of the mysterious tag
      field. Remember all of those -1s on the previous page? When you get to
      the edit subfields page, the drop down menus for all of those -1s read
      "ignore". My drop down menu tab for 100a is set to 2.</para>

      <para>What this corresponds to is when I:</para>

      <itemizedlist>
        <listitem>
          <para>go all the way back to the very first lime green Intranet
          page</para>
        </listitem>

        <listitem>
          <para>select <emphasis>Catalogue search</emphasis> from the
          top</para>
        </listitem>

        <listitem>
          <para>select <emphasis>Add biblio</emphasis> from the navigation bar
          at the top middle of the page</para>
        </listitem>

        <listitem>
          <para>and then find a title for a record that is in the breeding
          farm</para>
        </listitem>

        <listitem>
          <para>and click <emphasis>okay</emphasis> a lime green bar will
          appear that reads "MARC biblio: "</para>

          <para>Underneath that bar there is a bunch of numbers. If I</para>
        </listitem>

        <listitem>
          <para>select <emphasis>2</emphasis> by clicking on the blue 2</para>

          <para>Viola! I will see our friendly neighbourhood 100a
          field.</para>
        </listitem>
      </itemizedlist>

      <para>Now that was a lot of steps to go through. However, you
      practically only need to do this the first few days you have
      <application>Koha</application> as you decide which fields you want to
      see first when you edit or add a bibliographic record.</para>

      <para>You need to repeat this process for every subfield you wish to be
      able to edit. It is tedious, but worth it. This lets you pick exactly
      what fields you would like and in what order you wish them to appear.
      You can always go back later and change these tabs if you decide you
      want to edit a field. However, if you think things through first, you
      will save yourself from a lot of retroactive cataloguing.</para>

      <para>I strongly suggest you review your cataloguing, because there are
      a lot of new neat features to MARC, such as the 856u field. I am a big
      fan of using this field in <application>Koha</application>. It shows up
      in the <application>Koha</application> OPAC as a link to a URL which
      your patrons can click on right from a book's catalogue record. Quite
      often it's a link to a summary of the book.</para>

      <para>This is the hardest thing to figure out after you install
      <application>Koha</application>. So, if you get used to this part, it's
      all down hill. :)</para>
    </section>
  </section>

  <section>
    <title>Перевірка MARC-у</title>

    <para>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.</para>

    <para>All you have to do to run this check is click on the <emphasis>MARC
    Check</emphasis> link on the Parameters screen.</para>

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

  <section>
    <title>Друкарки</title>

    <para>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.</para>
  </section>

  <section>
    <title>Несуттєві слова</title>

    <para>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 <emphasis>Stop words</emphasis> it takes me to the <quote>Stop words
    admin</quote> page. Out of the box, <application>Koha</application> 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.</para>
  </section>

  <section>
    <title>Сервери Z39.50</title>

    <para>Edit me, please.</para>

    <para>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.</para>

    <para>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.</para>

    <itemizedlist>
      <listitem>
        <para>The first part is its name.</para>
      </listitem>

      <listitem>
        <para>The second field is the hostname, or place in the internet that
        you can find it. In this case, it's
        <quote>z3950.loc.gov</quote></para>
      </listitem>

      <listitem>
        <para>The port is <quote>7090</quote></para>
      </listitem>

      <listitem>
        <para>The database is <quote>voyager</quote></para>
      </listitem>

      <listitem>
        <para>Nothing is set in Userid or Password</para>
      </listitem>
    </itemizedlist>

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

    <para>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.</para>
  </section>

  <section>
    <title>Системні налаштування</title>

    <para>This is a lot of miscellaneous stuff that you'll want to take a look
    at. After clicking on <emphasis>System preferences</emphasis> you'll get
    the <quote>System preferences admin</quote> page.</para>

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

    <informaltable>
      <tgroup align="left" cols="3">
        <tbody>
          <row>
            <entry><emphasis role="bold">Змінна</emphasis></entry>

            <entry><emphasis role="bold">Значення</emphasis></entry>

            <entry>[author's comments]</entry>
          </row>

          <row>
            <entry>acquisitions</entry>

            <entry>normal</entry>

            <entry></entry>
          </row>

          <row>
            <entry>authority sep</entry>

            <entry>--</entry>

            <entry></entry>
          </row>

          <row>
            <entry>autoBarcode</entry>

            <entry>0</entry>

            <entry>I didn't want <application>Koha</application> to come up
            with a Barcode - I already had barcodes, so I obviously wanted the
            database to match what was on my books</entry>
          </row>

          <row>
            <entry>autoMemberNum</entry>

            <entry>0</entry>

            <entry>Again, I didn't want <application>Koha</application> to
            generate stuff for me. I work in a small town where everyone was
            assigned a number, which they remember and use to check out
            materials. They also use their numbers to check the cards in the
            books to see if they've read a given book. When I first got to the
            Library, I started to scratch these out because of privacy
            concerns, but my patrons yelled at me, because they couldn't
            figure out what they read anymore. So this was a big plus to
            having <application>Koha</application> - they wouldn't need a new
            long barcode number.</entry>
          </row>

          <row>
            <entry>checkdigit</entry>

            <entry>none</entry>

            <entry></entry>
          </row>

          <row>
            <entry>dateformat</entry>

            <entry>metric</entry>

            <entry>This means my date is day month year instead of month day
            year or even ISO which is year month day.</entry>
          </row>

          <row>
            <entry>gist</entry>

            <entry>0.125</entry>

            <entry></entry>
          </row>

          <row>
            <entry>insecure</entry>

            <entry>no</entry>

            <entry>This one's important. I'm pretty sure if you set this to
            "Yes" other folks can mess with your administrative stuff without
            needing a password. That means nice people like Paul can fix
            stuff, but it means evil folks can do bad stuff. You might as well
            just have a password. It's not hard. To have the secure no value,
            click on this, and make sure the value is set to 0.</entry>
          </row>

          <row>
            <entry>kohaadminemailaddress</entry>

            <entry>mhelman@illinoisalumni.org</entry>

            <entry>Go ahead and write me ;)</entry>
          </row>

          <row>
            <entry>Library Name</entry>

            <entry><literallayout>Hinsdale Public Library
Koha Free Software
Koha : a gift, a contribution
in Maori</literallayout></entry>

            <entry>This one's neat. If you mess with this value, it will show
            up on the first OPAC screen right above the little wave. It obeys
            HTML, so if I click on the edit folder to the right of this field,
            I actually have <quote>&lt;B&gt;Hinsdale Public
            Library&lt;/B&gt;&lt;BR&gt;&lt;BR&gt;&lt;BR&gt;
            &lt;i&gt;&lt;b&gt;Koha Free Software&lt;br/&gt; &lt;/b&gt;Koha : a
            gift, a contribution&lt;br/&gt; in Maori&lt;/i&gt;</quote> as the
            value. As always, click OK to save your changes.</entry>
          </row>

          <row>
            <entry>marc</entry>

            <entry>yes</entry>

            <entry>I would set this to yes even if you aren't terribly sure
            how to catalogue with MARC. Later, I'll go through how someone
            would add a basic record in MARC.</entry>
          </row>

          <row>
            <entry>marcflavour</entry>

            <entry>MARC21</entry>

            <entry>This is the MARC that serves me best in the States.</entry>
          </row>

          <row>
            <entry>maxoutstanding</entry>

            <entry>99</entry>

            <entry>If you don't want your patrons to be able to place reserves
            if they already have 5 books out, you would set this to 5. I don't
            care how many books my patrons have out, so I set this to 99. I
            wish there were one more digit to this number. It's not common to
            have more than 100 items out, but it does happen. What hasn't
            happened to me is a situation that would warrant more than 999
            books out to one person or agency.</entry>
          </row>

          <row>
            <entry>maxreserves</entry>

            <entry>5</entry>

            <entry>This is the number of requests someone can make. I
            arbitrarily set it to 5, because I think that it's fair.</entry>
          </row>

          <row>
            <entry>noissuescharge</entry>

            <entry>99</entry>

            <entry>I believe that this is what you would change to limit
            patrons to a certain number of materials at a time. I'm open with
            my policies, but it would be very useful to other people to have
            this tied to the item type and borrowers tables. That way, a
            library could limit a patron to as many books as a patron wanted,
            but have a limit to DVDs. Alternatively, adults would be able to
            check out as much as they wanted, but kids could be limited to 10
            items at a time. I wouldn't limit kids, but there are some people
            out there that would want that.</entry>
          </row>

          <row>
            <entry>opaclanguages</entry>

            <entry>en</entry>

            <entry>This sets my OPAC to English.</entry>
          </row>

          <row>
            <entry>opacthemes</entry>

            <entry>default</entry>

            <entry>You can change your OPAC theme. There is information on how
            to do that on the mailing list archive, but since that deals
            predominantly with the mysterious Linux part, I don't know how to
            mess with mine.</entry>
          </row>

          <row>
            <entry>template</entry>

            <entry>default</entry>

            <entry>I just left this alone, too.</entry>
          </row>

          <row>
            <entry>timeout</entry>

            <entry>1200</entry>

            <entry>This is the time in seconds until you get that annoying
            "Your session expired, log back in" type of message. You don't
            want to set this so high that someone else can mess with the
            database while you're off doing something else BUT you don't want
            it so short that you have to relogin every time something
            distracts you.</entry>
          </row>
        </tbody>
      </tgroup>
    </informaltable>

    <para>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
    <application>Koha</application>. :) On to tools!</para>
  </section>

  <section>
    <title>Інструменти</title>

    <section>
      <title>Експорт біблографічних записів у MARC</title>

      <para>Click on this to get a rough backup of your bibliographic records
      OR get an export you can send to a friend. I use it to backup my records
      by clicking on <emphasis>MARC biblio export</emphasis> and then NOT
      filling anything in, so that ALL of my records are saved to a file.
      Clicking export will download all of your records to whatever path you
      have as a download default if you're using a Mac. If you're on a Windows
      machine, a download window will pop up. You then select a folder you
      want, and <application>Koha</application> will put a file called
      <filename>marc.pl</filename> there. I believe that the location ends up
      showing in these records, so they aren't precisely clean.</para>

      <para>If you want to send just a record or two, you need to adjust the
      range to reflect what records you want to export.</para>

      <para>Exporting copies information OUT of the database and assigns it to
      a file - Importing puts information FROM a file INTO the
      database.</para>
    </section>

    <section>
      <title>Завантаження МАРК-записів у розплідник</title>

      <para>You will see this option a lot, so get used to it. After you've
      found your wily MARC record, click on <emphasis>Завантаження
      МАРК-записів у розплідник</emphasis> to actually get it into the
      <application>Коха</application>-розплідник. The breeding farm is a pool
      of records that you've uploaded into <application>Koha</application> in
      order to link those records to materials that you own. There are two big
      steps to adding a record to your catalogue. This is step one. I'll go
      into this more in the next section Adding an Actual Item to
      <application>Koha</application>.</para>

      <para>You need to remember where you've stored your MARC record on your
      computer. Then hit <emphasis>Choose File</emphasis> to browse for your
      file. Click on it when you find it, and that will take you back to this
      screen, and there will be a path to the file displayed.</para>

      <para>You can name your record. This is useful if you have a paperback
      ISBN and a hardcover, or two files for the same item, or if you want to
      be anal retentive. I don't name my files most of the time, so feel free
      to leave this blank.</para>

      <para>Next, select your flavour of MARC. Make sure this is consistent
      with the other times <application>Koha</application> asked this.</para>

      <para>Finally, there are 2 radio buttons. These relate to what will
      happen if <application>Koha</application> finds an item with the same
      ISBN in the breeding farm. Usually, I keep this set to <quote>Ignore
      this one, keep the existing one.</quote> That way, if I try to import
      the same record, <application>Koha</application> doesn't add another
      breeding record to the pool. Sometimes, I set the radio button to
      <quote>Overwrite the existing one with this.</quote></para>

      <para>Sometimes when I go to link the actual MARC record, I notice that
      it is missing fields, or an Audiobook record that I fetched is digital
      instead of analogue, et cetera. So I go back, find a new MARC record
      that is better suited to the item I have in my Library, and then select
      this option to overwrite the old record.</para>

      <para><application>Koha</application> can only import one file at a
      time. It is possible to save multiple MARC records in a single
      file.</para>

      <para>When you click <emphasis>Import</emphasis>, you will see a screen
      that confirms that a certain number of records were imported into the
      breeding farm. This is where it will tell you if something is already in
      <application>Koha</application>.</para>

      <para>I've noticed that when you use III Innopac records, you get an
      extra record for your breeding farm. So if you saved 6 records in your
      search, <application>Koha</application> will think that there are 7. I
      believe that this is because III adds a proprietary junk record to your
      saved search. Otherwise, it's nothing to worry about.</para>
    </section>
  </section>

  <section>
    <title>Пошук у каталозі</title>

    <para>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.</para>

    <para>To start the linking process start at the lime green Intranet page,
    and choose <emphasis>Catalogue Search</emphasis> 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 <emphasis>Add
    Biblio</emphasis> 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.</para>

    <para>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.</para>

    <para>There are a few things to keep in mind:</para>

    <itemizedlist>
      <listitem>
        <para>If your title starts with A, An, The or any other little word,
        you NEED to type that part in. This is NOT true once the record is
        fully linked, but it is so for this search. So, if you want to link
        _The Firm_ by John Grisham, you need to type "The Firm" -- plain old
        "Firm" won't cut it.</para>
      </listitem>

      <listitem>
        <para>If you have a barcode scanner, you can cut out a lot of typing
        by using the ISBN text box. Keep in mind that oftentimes the ISBN
        barcode is NOT the ISBN. This is not a <application>Koha</application>
        issue, it's a barcode thing. There's generally a 978 before the ISBN,
        and the last digit is often different from the last digit of the ISBN.
        On DVDs, sometimes the barcode is *nothing* like the ISBN. Even with
        all of this stuff, it is faster to do things this way than it is to do
        all the number typing.</para>
      </listitem>
    </itemizedlist>

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

    <section>
      <title>Результати пошуку бібліотечних записів</title>

      <para>You now get a new screen that shows the results you get. There are
      two different flavours of result:<itemizedlist>
          <listitem>
            <para>Biblios in Koha</para>

            <para>Biblios in <application>Koha</application> are things that
            are already fully linked and in your database. For now, we aren't
            bothering with those, and you shouldn't have any in your database
            yet. The other flavour is</para>
          </listitem>

          <listitem>
            <para>Biblios in breeding farm</para>

            <para>These are all of your wily MARC records that you've been
            slaving over. There might be just one to select, or in the case
            that you've gotten an audiobook, a video, and a regular book all
            of the same title, there will be multiple records. I am automating
            my collection in an order of sorts. I started with all of fiction.
            I moved to audiobooks. So I know that an audiobook breeding record
            came AFTER a regular book breeding record. So, if there are
            multiple records in the breeding farm for _The Firm_ I can move my
            mouse arrow over the <emphasis>Add Biblio</emphasis> link and hold
            it there. A URL will appear in the lower left gray bar of my
            browser that ends in a number. That number is the number of the
            record in the breeding farm. One of my breeding ids for _The Firm_
            is 1117 and the other is 2745. 2745 is listed on the biblios in
            breeding farm list BEFORE 1117. I know that 2745 is my audiobook
            and 1117 is my regular book.</para>
          </listitem>
        </itemizedlist></para>

      <para>Even if I didn't know all of this stuff, it doesn't matter. I
      could always click on <emphasis>Add Biblio </emphasis>which will bring
      up the <emphasis role="bold">MARC biblio</emphasis> screen.</para>

      <para>There's stuff in the MARC record that will give me a clue as to
      whether it is a book or not. Remember all of those tabs that you dealt
      with in the Edit Subfields section of the MARC tag structure admin page?
      Well, this is payoff time. I select the tab that I assigned to 300a the
      Physical Description, by clicking on the 6 at the top of my MARC biblio
      screen. (Your 300a field might be on tab 3 like a normal person would
      have it. You can always click through until you see where you kept it.
      If you don't find it, go back to MARC tage structure and make sure you
      don't have it set to "ignore". You didn't delete it, did you?)</para>

      <para>300a tells me the extent, which in the case of this audio is 2
      sound cassettes. This field will be a giveaway as to what sort of item
      type the record belongs to.</para>

      <para>Speaking of item type, there are a couple of important fields
      involved so that <application>Koha</application> will display the right
      type in the OPAC. The field that will change the listing for Item Type
      in my OPAC is 300f. So I definitely want to use the drop down menu on
      this field so that I select the Item Type so that my staff and my
      patrons will find the item.</para>

      <para>After you've gone through all of the tabs at the top, which are
      numbered 0-9, and you've changed all of the stuff you want to change,
      hit <emphasis>Save</emphasis> to save the record. If you don't click on
      <emphasis>Save</emphasis>, it won't save, and you'll go bald tearing out
      your hair. We don't want that.<remark>Hitting save on a Mac running
      Safari seems to take a ridiculous amount of time. So, when I'm on the
      Mac, I use Internet Explorer. For some reason, this seems to run faster
      than Safari.</remark></para>

      <para>After you hit <emphasis>Save</emphasis>, you get a new screen.
      There's a section called <emphasis role="bold">New Item</emphasis> with
      a few drop down menus. If you have branches, you need to select the
      appropriate ownership for the book from the first two drop down menus. I
      don't have branches, so I make sure I select Hinsdale Public Library
      from both dropdowns. It would be sweet to have these already filled in
      for me. If you acquire a new branch (Hooray!) you can go back to the
      first option on the Parameters screen and type the information
      in.</para>

      <para>See why it was important to do everything on the Parameters screen
      first?</para>

      <para>The p field is where your barcode goes. You know what? You can use
      a barcode scanner in this field which will make your life a whole bunch
      easier! I got a Cue Cat barcode scanner on Ebay for about $15, and it
      works fine with this field. When I'm at home, I cut and paste the first
      part of my barcodes. They begin 304540000 which I highlight, and then I
      hold down the Control button and C at the same time to copy it. Later,
      as long as I haven't copied something else, I can hold down Control and
      V to paste it. If you have a happy techy, they should be able to easily
      assign this to an unused function key like F7.</para>

      <para>There is also a price field that you can fill in with a
      replacement cost. Theoretically, this information should be part of the
      MARC record.</para>

      <para>The date accessioned can be filled out to include the date that
      you got the item. That could be useful to you for weeding
      materials.</para>

      <para>I don't use the Not For Loan field because all of the stuff that
      will be in my catalogue will be for loan.</para>

      <para>When you are all done editing these fields, click on <emphasis>Add
      Item</emphasis>. You'll see that the drop downs reset themselves, and
      you'll see your item under Existing Items now.</para>

      <para>Suppose you were to enter a redundant barcode.
      <application>Koha</application> would catch this and yell at you for it.
      There would be a red error message at the bottom of the page that tells
      you the barcode exists. To change a barcode, you need to click on the
      little folder to the right of the barcode field under existing items.
      BUT you want your new item to have a barcode so that everything saves
      okay. You can always change the new fake barcode later. Generally, this
      problem won't happen at all with a barcode scanner and prefabbed
      barcodes.</para>

      <para>Congratulations! You've got a new record in
      <application>Koha</application>. You'll need a record for everything in
      your library. This is like to take a long time. Just stick with it, and
      you'll get done.</para>
    </section>
  </section>

  <section>
    <title>Додавання відвідувачів</title>

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

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

    <para>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.</para>

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

    <para>Now fill in the patron's personal information using the</para>

    <itemizedlist>
      <listitem>
        <para>Given Names (Ім'я)</para>
      </listitem>

      <listitem>
        <para>Surname (Прізвище)</para>
      </listitem>

      <listitem>
        <para>and perhaps the preferred name (Nickname) box.</para>
      </listitem>
    </itemizedlist>

    <para>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.</para>

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

    <para>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.</para>

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

    <itemizedlist>
      <listitem>
        <para>Postal Address; and</para>
      </listitem>

      <listitem>
        <para>Town.</para>
      </listitem>
    </itemizedlist>

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

    <para>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.</para>

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

    <para>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.</para>

    <para>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.</para>

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

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

  <section>
    <title>The Detailed Borrower Record Screen</title>

    <para>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.</para>

    <para>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.</para>

    <para>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.</para>

    <para>Phone, fax, email and all that good stuff are here, too.</para>

    <para>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.</para>

    <para>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.</para>

    <para>Next come a number of important green buttons. They are
    labeled:</para>

    <itemizedlist>
      <listitem>
        <para>Додати дитину;</para>
      </listitem>

      <listitem>
        <para>Змінити;</para>
      </listitem>

      <listitem>
        <para>Видалити;</para>
      </listitem>

      <listitem>
        <para>Змінити пароль; та</para>
      </listitem>

      <listitem>
        <para>Змінити користувацькі позначки.</para>
      </listitem>
    </itemizedlist>

    <para>These are all very, very useful and important.</para>

    <section>
      <title>Додати дитину</title>

      <para>You would select this option by clicking on it if a patron wanted
      their child to use the same card, provided that your library allows
      that.</para>

      <para>The window that results from this selection is much shorter than
      the average Add Member screen, but all of the options that are in the
      Add Child screen have previously been covered under Add Member. So
      nothing should be scary or new to you.</para>
    </section>

    <section>
      <title>Змінити</title>

      <para>Modify is what you select if you accidentally spell someone's name
      wrong, or you need to change a person's phone number, email, et cetera.
      Modify allows you to change whatever personal data you want about a
      given patron. If you need to add or remove a note, modify is also what
      you need.</para>
    </section>

    <section>
      <title>Видалити</title>

      <para>Suppose a member gets added twice, moves on, et cetera and you
      just don't need his or her data cluttering up your database anymore.
      You'd delete his or her record. Don't worry about hitting this selection
      by accident, because Koha will ask for confirmation before you really
      delete the record. However, ONCE YOU DELETE A RECORD, YOU CANNOT GET IT
      BACK AGAIN.</para>
    </section>

    <section>
      <title>Змінити пароль</title>

      <para>Use this if a member forgets his or her password. Koha will
      generate a password for you, but you can feel free to change the
      gobbledygook that Koha generates. You can also change a member's
      username login from this screen. Both of these things are great features
      because you can let a user select something that they will remember but
      is unique to them.</para>
    </section>

    <section>
      <title>Змінити користувацькі позначки</title>

      <para>It is critical that you understand how these permissions work so
      that users only have access to the parts of the database that you want
      them to have access to. Most of the time, you won't need to modify a
      patron's flags. This is especially true if they don't wish to use the
      catalogue at home to request books. The flags you can set are:</para>

      <variablelist>
        <varlistentry>
          <term><emphasis>superlibrarian</emphasis> -- Access to all librarian
          functions</term>

          <listitem>
            <para>This is fine to give to your systems administrator. However,
            you probably don't want your patrons to have this much access. You
            might not even want to give this level of access to all of your
            staff. Think carefully before you let anyone have total access
            like this.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>circulate</emphasis> -- Circulate books</term>

          <listitem>
            <para>This is the permission you give to your staff to let you
            circulate or issue books. If your staff are going to work the
            circulation desk, they will need permission to circulate books,
            and you should be sure to check the check box next to this option.
            Patrons shouldn't have this access level.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>catalogue</emphasis> -- View Catalogue (Librarian
          Interface)</term>

          <listitem>
            <para>This lets you view the purple Catalogue screens. If you
            <emphasis>don't</emphasis> want someone cataloguing that oughtn't
            be, then make sure that this option is NOT checked. Obviously,
            people in technical services SHOULD have this option. Remember,
            this doesn't only let someone see the books in the catalogue, it
            lets them modify the records. If someone just wants to search the
            catalogue, the regular OPAC should suffice. This is not something
            that patrons should have access to.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>parameters</emphasis> -- Set Koha system
          paramters</term>

          <listitem>
            <para>This is an option that I would think would only be suitable
            for your systems administrator. There's really no reason to have
            too many people on staff have this access. However, you will need
            to let a cataloguer have access to this as the Import in Reservoir
            option is part of parameters. This is definitely not a permission
            you want to allow to your patrons.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>borrowers</emphasis> -- Add or modify
          borrowers</term>

          <listitem>
            <para>All staff who man your desks should have access to this
            option so that they can issue cards and edit borrower records.
            This is once again a patron no no.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>permissions</emphasis> -- Set user
          permissions</term>

          <listitem>
            <para>This is the option that allows a user to allow other users
            access to parts of the database. Only systems administrators or
            people you really trust should have this level of access.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>reserveforothers</emphasis> -- Reserve books for
          patrons</term>

          <listitem>
            <para>This is an option that your staff should have access to so
            that they may place holds for patrons. Suppose a patron is helping
            another patron who is homebound. That would be a case where I
            could see granting this permission to a patron. A teacher could
            reserve books for kids that they teach. In general, though, it is
            an option I would reserve for staff.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>borrow</emphasis> -- Borrow books</term>

          <listitem>
            <para>Everyone in good standing ought to have access to this
            feature. If you wanted to make it so that someone COULDN'T borrow,
            then you would revoke priviledges by unchecking this box.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>reserveforself</emphasis> -- Reserve books for
          self</term>

          <listitem>
            <para>Everyone in good standing again ought to enjoy this feature.
            I could see having it off if someone is abusive of holds or you
            reserve books on a fee system or perhaps you disallow reserves
            entirely.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>editcatalogue</emphasis> -- Edit Catalogue (Modify
          bibliographic/holdings data)</term>

          <listitem>
            <para>This is a permission your cataloguer should enjoy. You don't
            want your patrons to have this one, or you won't have your sanity
            too long.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>updatecharges</emphasis> -- Update borrower
          charges</term>

          <listitem>
            <para>This allows a user to change how much money someone owes. I
            think that it might even allow them to mark an item returned, but
            I'm not certain.</para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><emphasis>acquisition</emphasis> -- Acquisition and/or
          suggestion management</term>

          <listitem>
            <para>Only your head of Acquisitions should have permission to do
            this.</para>
          </listitem>
        </varlistentry>
      </variablelist>
    </section>
  </section>

  <section>
    <title>Як розмістити резервування</title>

    <para>From the Lime Green Intranet screen, select the Green
    <emphasis>Member Search</emphasis> option by clicking on it.</para>

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

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

    <para>Scroll down the page using the scroll bar at the right of your
    browser.</para>

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

    <para>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
    <emphasis>Reserve books for self</emphasis>. 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.</para>

    <para>You should not have to do that procedure more than once for each
    borrower.</para>

    <para>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 <emphasis>Change
    Password</emphasis> 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.</para>

    <para>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.</para>

    <para>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 <emphasis>Reserve for
    others</emphasis>.</para>

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

    <para>You will now see a screen that reads "Requesting" and the
    title.</para>

    <para>Put the patron's number in the text box under Member Number and
    click <emphasis>Request</emphasis>.</para>

    <para>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
    <application>Koha</application> get only the hardcover.</para>

    <para>І памятайте, що можна вільно прискіпуватися до мене. :)</para>
  </section>
</article>
