by Jessie Zairo on Jul 24, 2016
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.
Using Lists in the OPAC
- Search the catalog for your favorite author (or subject). Add three items from the search results to a private list. (Learn more | Tutorial Video)
- Open your list and print it out. (Learn more | Tutorial Video)
- Open a list and place a hold on the title or two (Learn more | Tutorial Video)
- Open a list. Add tags to one or more titles. (Learn more | Tutorial Video)
Using the Cart Feature
Search the catalog for your favorite author (or subject). Add two items to your cart. (Learn more | Tutorial Video)
Using Tags
- Open up the detail page for a record (click on the title on a list or search results page) and add tags to the record. (Learn more | Tutorial Video)
- Search the catalog for your favorite author (or subject). Add tags to one or more titles. (Learn more | Tutorial Video)
Holds
- Search the catalog for your favorite author (or subject). Place a hold on one or more titles (Learn more | Tutorial Video)
- Open up the detail page for a record (click on the title on a list or search results page) and place a hold on the title (Learn more | Tutorial Video)
Searching on the OPAC
- Search the catalog for a broad topic using the keyword/library catalog search. Review the results and make sure that the titles, authors, publisher, etc all look right. (Learn more)
- Search the catalog for a specific author or series using the keyword/library catalog search. Review the results and make sure that the titles, authors, publisher, etc all look right. (Learn more)
- Now open up the detail page for a record (click on the title on a list or search results page) and choose to search for the title in another database by choosing one under 'More Searches' on the right. (Learn more)
- Search the catalog via the advanced search page for a title and author combination. Review the results and make sure that the data looks as you expect it to. (Learn more)
- Search using the advanced search page for a keyword in the title field and limit your results to one or two item types. Review the results and make sure that the data looks as you expect it to. (Learn more)
- Search for your favorite topic. Use the filters on the left to find more specific results. Review the results and make sure that the data looks as you expect it to. (Learn more)
- Open up the detail page for a record (click on the title on a list or search results page) and choose to search for the title in another database by choosing one under 'More Searches' on the right. (Learn more)
- Leave a comment on a bib record. (Learn more | Tutorial Video)
Account Information in OPAC
- Log into the OPAC (Learn more)
- Change your privacy settings in the OPAC. (Learn more | Tutorial Video)
- If you're allowing renewals via the OPAC, renew a book that you have checked out. (Learn more | Tutorial Video)
- Make a purchase suggestion. (Learn more | Blog Post and Tutorial Video)
- Review your personal information. (Learn more | Tutorial Video)
- Edit your personal information (if you're allowing that). (Learn more | Tutorial Video)
Self - Registration
- Register for a new patron card (if you're allowing this). (Learn more)
OPAC Display
- Check that your OPAC displays right in mobile device browsers. (Learn more)
Purchase Suggestions
- If allowing purchase suggestions, log into the OPAC and make a purchase suggestion. (Learn more | Tutorial Video)
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.
Read more by Jessie Zairo