Circulation Testing


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The following checklist will walk you through steps to test your new Koha OPAC, each step includes a link to the most recent Koha manual and a tutorial video if one exists.

  • Check out a book to your new adult patron. (Learn more)

  • Check out a book to your new adult patron and specify a due date. (Learn more | Tutorial Video)

  • Place a hold on a checked out book for your adult patron. (Learn more)

  • Check in an item. (Learn more)

  • Check in an item with a hold on it and confirm the hold. (Learn more)

  • Create a manual invoice for your adult patron without entering a barcode. (Learn more)

  • Mark one of the items checked out to your adult patron as lost. Confirm that the patron was charged the item's replacement price. (Learn more)

  • Pay a part of the patron's total fine bill. (Learn more | Tutorial Video)

  • Create a manual invoice for your adult patron with a barcode. (Learn more)

  • Write off one of the fines on your adult patron's account. (Learn more | Tutorial Video)

  • Pay off one line item on your patron's account. (Learn more | Tutorial Video)

  • Leave a message for your adult patron via the check out screen. (Learn more)

  • Find a title with several holds on it. Move the person at the bottom of the holds queue to the top. (Learn more)

  • Find a title with several holds on it. Move the person at the top of the queue down a spot or two. (Learn more)

  • Find a patron with at least one item on hold. Cancel that hold. (Learn more)

  • Try to check out a barcode that you know isn't in your system and fast catalog a title to go with that barcode. (Learn more|Tutorial Video)

  • If you're in a multi-branch system, transfer an item from one branch to another. (Learn more)

  • Record local use for a few items in your system. (Learn more | Tutorial Video)

  • Using the Windows Offline Circulation Tool (Learn more | Tutorial Video)

    • Install the Windows Offline Circulation Tool
    • Check out an item in Windows Offline Circulation Tool.
    • Check in an item in the Offline Circulation Tool.
    • Load your KOC (Koha Offline Circulation) file into Koha.

     

  • Renew a book checked out to your adult patron. (Learn more)

  • Make sure that your receipt printers are set up (Learn more)

  • Print out a few circulation receipts (Learn more)

If you have further questions on how to use Koha be sure to use your support provider’s ticketing system or the Koha mailing lists and chat room.

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