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Koha 3.18 Staff Client Introduction

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This tutorial video will walk you through the basics of the staff client in Koha 3.18. It introduces you to new features like the item specific search and how you can share anonymous statistics with the Koha community via the new Koha Hea website.

To learn all about Koha 3.18 view the other videos in this series and make sure to review the manual and the release notes.

The post Koha 3.18 Staff Client Introduction by Nicole C. Engard appeared first on ByWater Solutions - Koha Open Source ILS Support.


Budget Rollover in Koha 3.18

Managing Budgets in Koha 3.18

Automatic Renewal in Koha 3.18

Automatic updating of the Koha Offline Circulation borrowers file

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Wouldn’t it be nice to know that your Koha Offline Circulation patron data was always up to date? It can be done! Here I will show you a very simple way to do this! This tutorial assumes you will be running the offline circulation client on a computer running a version of Microsoft Windows. Solutions for Linux and Mac OS X are just as possible, and actually easier, but will not be part of this tutorial.

Server Configuration

This server side configuration is quite simple. The script to create the file is found at misc/cronjobs/create_koc_db.pl. To generate this file, we must simply add a line to the koha user’s crontab like this:

0 20 * * * /usr/share/koha/bin/cronjobs/create_koc_db.pl --file /tmp/borrowers.db --force --sqlite3

This crontab line will regenerate a fresh Koha borrowers.db file each day at 8:00 pm. This can be modified to run at a different time, or even multiple times per day. The actual path to your create_koc_db.pl script will vary depending on the type of installation of Koha you have. For a package installation, it would be located at the aforementioned path.

Client Configuration

The client side configuration is not much more difficult, but must be done on each client.

Step 1 – Download pscp.exe

First, we need an scp client for Windows. The Putty SCP client fits the bill perfectly! You can download it from here. Once downloaded, you’ll need to put it somewhere, such as your home directory. In this example, I will assume it’s saved at C:\Users\Kyle\pscp.exe

Step 2 – Create your command for downloading the borrowers.db file

The command you need to download your file will look similar to this:

C:\Users\Kyle\pscp.exe --pw <password> <username>@<server-address>:/tmp/borrowers.db C:\Users\Kyle\borrowers.db

This command will download the file and put it in your user’s home directory. From here, you can use the “Select Borrowers DB File” under the “Database” menu in the Koha Offline Circulation client to set this as the file to use.

You’ll notice this part requires some configuration. You’ll need to work with your Koha administrator to set up a login and password with which you can download the file. It’s even possible to use ssh keys for password-less downloading, but that is an exercise for another day!

Step 3 – Automating your download

For this part, we need to begin by opening the Windows Task Scheduler. Once it is open, select the “Create Basic Task” option in the “Actions” panel on the right hand side.

First, give the task a name and description.

Next, choose the frequency. If you leave your computers on over night, you can set a particular time for the download to happen ( any time after 8:00 PM in this case, which is when the updated borrowers.db file is generated ). Otherwise, it is best to choose “When the computer starts”

On the next part of the wizard, we need to select “Start a program”.

The following screen is where the action starts. The first action you’ll want to take is to click the “Browse” button and use the file explorer to locate and select the pscp.exe file that you downloaded. After that you’ll need to add in all the parameters you added after the name of the program into the “Add arguments” field ( i.e. ” –pw <password> <username>@<server-address>:/tmp/borrowers.db C:\Users\Kyle\borrowers.db” ). Save the action and you should be done!

At this point, you can you can test your schedule action by right clicking on it and running it manually. If the “Date modified” changes to the current time, it worked!

The post Automatic updating of the Koha Offline Circulation borrowers file by Kyle Hall appeared first on ByWater Solutions - Koha Open Source ILS Support.

Searching in the staff client in Koha 3.18

Catalog Basics in Koha 3.18

Circulation Setup in Koha 3.18


What’s New in Notices in Koha 3.18

Scanners and Koha Search Forms

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Barcode scanners are time savers!  No doubt about it.  Every once in a while we’ll hear from a Koha library with scanner issues.  The basic issue is “A scanner will fail to scan in barcodes correctly”.    Once you’ve determined that the scanner is plugged in (and to the right place) and the batteries (if any) are fully charged let’s begin troubleshooting.

Start with determining if the scanner is reading the barcode correctly.  Open a text editor and scan a barcode into the editor.    If the value on the screen doesn’t match the value on the item (book or card) the next step is to analyze your barcode.  If the barcode is clean and pristine (no extraneous marks) then the final step is to check the programming on the scanner.    Dig out the manual for your scanner (or contact your scanner vendor) and follow the steps in the book for reprogramming the scanner.

If  the barcode in Koha is still not correct or  you see this happening….

“when we scan a patron barcode someone else’s record will show on the screen”.

we can check one more place.  In the Firefox browser there is an autocomplete feature that can cause this to happen.  You may wish to turn off the auto complete feature in your browser. Go to  Tools->Options > Privacy > History.  Once there, choose “Use custom settings for history” and uncheck the box by “Remember search form history”.  This will prevent the search form from retaining previous searches and being inadvertently selected by the user.

However, if your staff likes to have ‘search form history’ retained,  you can pass along the following hints from Huntsville Madison Public Library so they can prevent selecting the wrong user.

  • During checkout, when one double-clicks to place the cursor in the checkout bar before scanning the card, a historical dropdown of previous card numbers appears.
  • The double-click action will have highlighted the first entry in the dropdown.
  • Even though the search bar itself is blank, scanning in the patron card at this point will result in the wrong patron being selected because the first card number in the historical entry list is highlighted.

Thanks to Joel from Plum Creek and Sherry from Huntsville Madison Public Library for these hints and tips!!

The post Scanners and Koha Search Forms by Joy Nelson appeared first on ByWater Solutions - Koha Open Source ILS Support.

Course Reserves in Koha 3.18

What’s new in Circulation in Koha 3.18

Acquisitions Basics in Koha 3.18

Public Catalog Searching in Koha 3.18

Managing Holds in Koha 3.18


Patron Management in the Koha 3.18 Public Catalog

Styling the new Koha Item Search link in 3.18

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So with the new Koha item search tool being a big hit during the 3.18 highlight videos I thought I would provide the jQuery and CSS I used to highlight the link on our training system.

This is how the link to the new Koha item search will look without any styling:

Screen Shot 2015-03-31 at 8.41.00 AM
Screen Shot 2015-03-31 at 8.39.45 AM

So the first step is to add some jQuery to the intranetuserjs system preference in Koha. This will add a class to the link so that we can style it.

$("a[href='/cgi-bin/koha/catalogue/itemsearch.pl']").attr("class", "itemsearch1");

Once we have added the class we can now add the CSS to help highlight the link. If you add the following CSS to the IntranetUserCSS system preference.

<p align="JUSTIFY">.itemsearch1 {</p>
<p align="JUSTIFY">background: none repeat scroll 0 0 #f3f3f3;</p>
<p align="JUSTIFY">border: medium solid lightblue;</p>
<p align="JUSTIFY">border-radius: 4px;</p>
<p align="JUSTIFY">padding: 2px;</p>
<p align="JUSTIFY">}</p>
<p align="JUSTIFY">

The post Styling the new Koha Item Search link in 3.18 by Ed Veal appeared first on ByWater Solutions - Koha Open Source ILS Support.

Quick Tip: Resetting the Default Receipt Printer in Firefox

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… or a great example of collaborating and sharing!

Recently, one of our partners updated their Firefox browser and then could no longer get it to default to the receipt printer they wanted. While we are not a support company for Firefox, they reached out to us for help. I loved the way we were able to help get this partner to the solution they needed. We made some suggestions, tried some things, and then ultimately, based on our suggestions, the Partner figured out their problem themselves! They then shared the results back to us, so I am sharing them here with you in case this ever happens at your library. I love this kind community problem-solving! Even though it was on a pretty small scale, it is much like how the Koha community works and why I love being a part of it!

In this particular case, after some trial-and-error, back-and-forth, and collaboration, this Partner finally came to following steps to get their default printer set up the way they wanted in the new version of Firefox. Here is what worked for them:

First, set up a page of making a print from the printer you want to be the default printer, so that it is ready to go back to being the default printer.

Second, type about:config in the location bar and press Enter. A list of preferences will appear.

Third, find the preference print_printer (Note: this preference is missing in Firefox profiles where you’ve never used the printer.)

Fourth, Right-click (context-click) that preference and select Reset. (Some users may need to reset all the printer_preferences for a particular printer, if resetting this one master preference doesn’t solve the problem.)

Fifth, restart Firefox and see if the problem is resolved. (Note: if you get the warning dialog, “Printing failed when starting the document,” and if the print_printer preference has no printer shown or is missing, you don’t have a printer selected or Firefox doesn’t know it is installed or on your system.)

Also note that in Firefox 5.0 and earlier versions, this preference was called print.print_printer.

I hope this can help you if you’re ever in this situation!

The post Quick Tip: Resetting the Default Receipt Printer in Firefox by Amy Kearns appeared first on ByWater Solutions - Koha Open Source ILS Support.

Fancifying Electronic Resources in your Koha catalog

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Would you like spiffy looking links for your electronic resources in your Koha public catalog? You’ve come to the right place!

The first step, is to create a report to identify the 856$u fields in your records that you want to convert to prettier links. To do this, we need to create a new report and make it a ‘public’ report so we can access it from the public catalog. The following report will grab a list of 856$u’s where the 865$3 begins with the phrase ‘ACCESS ONLINE VERSION’ which typically indicates that the full text is available through the 856$u:

SELECT DISTINCT Substring_index(Extractvalue(marcxml, 
                                '//datafield[@tag="856"]/subfield[@code="u"]'), 
                                "/", 3) 
FROM   biblioitems 
WHERE  Extractvalue(marcxml, '//datafield[@tag="856"]/subfield[@code="3"]') LIKE 
       'ACCESS ONLINE VERSION%';

Next, we need to write some JavaScript for the OPAC, via the system preference ‘opacuserjs’. This javascript will grab this list of URLs, compare the URLs in the catalog search results to them, and if any of those OPAC links matches on in the list, it will convert the link into the much spiffier version above! <NICOLE: Screenshot needed>

You’ll need to change the domain name and report id on the second line of the JavaScript to match your Koha server’s domain name and the id of the report you created above.

$(document).ready(function() {
    $.getJSON("https://YOUR.KOHA.SERVER.DOMAIN.NAME/cgi-bin/koha/svc/report?id=YOUR_REPORT_ID", function(data) {
        for (var i = 0; i < data.length; i++) {
            var URL = data[i][0];
            $("#userresults table td a[href^='" + URL + "']").each(function(index) {
                var link = $(this);
                var parent = link.parent();
                var grandparent = parent.parent();
                link.text('Available Online');
                link.addClass('ebook');
                parent.children('.label').hide();
                grandparent.children('.availability').hide();
                grandparent.children('.actions-menu').hide();
                grandparent.children('#location').hide();

            });

        }
    });
});

That’s all we need to do for the search results. Next comes the record details!

 

The post Fancifying Electronic Resources in your Koha catalog by Kyle Hall appeared first on ByWater Solutions - Koha Open Source ILS Support.

Evidence based collection management in Koha

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This week’s tutorial is brought to us from Spencer Smith at the Little Elm Public Library.

From Spencer:

This video will detail how I use evidence based collection management in Koha. In this video I am calculating turnover by shelving location. Eventually this data will all tie in to ordering decisions and budgeting decisions for collection management based in evidence of use.

If you have a feature in Koha you’d like to learn more about just contact us and we’ll add it to our list of videos.

The post Evidence based collection management in Koha by ByWater Partners appeared first on ByWater Solutions - Koha Open Source ILS Support.

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