Post Training Checklist


Now that your training is complete you need to go through the Koha test plan (http://bywatersolutions.com/koha-testing-plan/) and thoroughly test your data and the system. Practice makes perfect! You will also need to set the following things up (all of these will remain set when you go live – we will not erase them):

  1. System Preferences
    • Review all the preferences that we did not set in training and decide what you’d like the settings to be
    • Remember to enter the OPACBaseURL and staffClientBaseURL once you know what your new Koha URLs will be
    • Don’t set the OpacSuppression preference until after you go live and have at least one record with a 942$n set to 1
    • Make sure that KohaAdminEmailAddress is set to an address that you check, we will notify you of upgrades at this address
  2. Patron Categories
    • Enter in enrollment periods and choose Koha type (Adult/Child/Statistical/Staff) for each of your types
    • Set default Patron Messaging Preferences per Category and ask us via a ticket to set these for all of your existing patrons
    • Be sure to set ‘Overdue’ to ‘Yes’ for patrons who you will be setting Overdue Notice Triggers for
    • Set default patron privacy settings and ask us via a ticket to set these for all of your existing patrons
  3. Staff Permissions
    • Set permissions for your staff patrons. Patrons of the Koha Staff type will not be overwritten when we do your final migration.
  4. Libraries & Branches
    • Enter in library names for each branch (instead of just showing the codes). Also enter all the necessary contact info: address, phone, email, website (if you have one)
  5. Item Types
    • Review every item type. Change their descriptions to English instead of codes so that your patrons know what they are. Add images if you’d like and mark which types are always ‚Äònot for loan’
  6. Collection Codes (if you’re using them)
    • Review every collection code. Change their descriptions to English instead of codes so that your patrons know what they are. If you’re using Collection Codes as a limiter on the advanced search you can choose an image for each type if you’d like.
  7. Shelving Locations (if you’re using them)
    • Review every shelving location. Change their descriptions to English instead of codes so that your patrons know what they are.
  8. Circ & Fine Rules
    • Make sure that every branch has at least one all/all rule and then any other rules you need
  9. Notice templates
    • Edit these all to have text specific to your branches. Note that while you might not send a notice your patrons can subscribe to it, so edit them all
  10. Overdue notice triggers
    • Set up when overdue notices should be sent per branch
  11. Cities & Towns
    • If you’d like to have a pull down of cities, states and zips on the patron add form, add them here.
  12. Label Layouts, Templates and Profiles
    • If you’re using Koha’s label maker be sure to set it up before you go live
  13. Calendar/Holidays
    • Enter the closings for every library in your system.
  14. Cron jobs (scripts that run on a schedule to automate processes in Koha)
    • Tell us via a ticket if you want overdue emails to go out
      • Tell us when you want this to start (we usually don’t turn it on on go live day)
    • Tell us via a ticket if you want other notices to go out
      • Tell us when you want this to start (we usually don’t turn it on on go live day)
    • Tell us via a ticket when you want fines to start being charged nightly
      • Regardless of this cron if you have CalculateFinesOnReturn set to calculate fines, they will be charged on return
    • Tell us via a ticket if you want Koha to automatically resume suspended holds
    • Tell us via a ticket if you want Koha to mark things as lost automatically once overdue a certain number of days
      • Do you want Koha to charge the replacement fee for the lost item?
      • Do you want the item to remain ‘checked out’ to the patron?
    • Tell us via a ticket if you want Koha to automatically change children to adults when they reach the upper age limit
    • Tell us via a ticket if you want the link checker to run and how often.
    • Tell us via a ticket if you want Koha to anonymize your patron data from your circulation data for privacy reasons and how often you would like that done.
    • Tell us via a ticket if you want to share your stats with the Koha community’s HEA website and how often.
    • Tell us if you’ll be using the automatic renewal feature via a ticket so we can turn on the necessary cron job.
    • If you’re allowing patron self registration let us know so we can turn on the cron jobs for cleaning up that data.
    • Tell us via a ticket if you’re using the ‘In Processsing’ to ‘Cart’ functionality so we can turn on the necessary cron jobs for that.
  15. Local Use
    • If you’re going to count local use using a statistical patron then add that patron before go live (this patron type will not be deleted when your data is wiped before go live)
  16. Privacy
      If you’re letting patrons opt out of having their reading history kept be sure to add an anonymous patron of the ‘staff’ type
  17. Quotes
    • If you want to set up quotes for your OPAC you can enter those in the Tools > Quote of the Day Editor
  18. News
    • You can edit the News if you’d like to have this ready before go live in Tools > News
  19. OCLC Connexion (if used)
    • Let us know if you will be using the Connexion Gateway so we can open the necessary ports and provide you with the set up information.
  20. Z39.50
    • If you want to share your records via Z39.50 let us know so we can open up the necessary port and give you the database information to share