Practice Exercises for Migrating Libraries

by Kelly McElligott on May 11, 2021

Whether you are a new migrating library or need practice exercises for a new staff member, here are some great ideas to practice Koha workflows! At the bottom of this section, there are resources available to help with these exercises.

Patrons - Creation

• Create a patron from your favorite book (or movie)

If your library will be using guarantor/guarantee relationships:

• Add a guarantee to this patron
• Create a second patron using a different category - try to fill out all the fields.

If your library is uploading photos for your patrons:

• Upload an image for a patron

Self Paced Learning in Koha: Patrons

Koha Manual: Patrons

Searching and Modifying Patrons

Patron

• Search for a patron by last name that is currently in your system
• Search for one of the patrons you created
• Search for another patron by their first name
• Search for a patron by card number
• Search for a patron by first name and category
• Search for a patron by email address
• Merge two patrons- find two patrons and choose to merge them into one account
• Add a secondary phone number
• Add a message to a patron account
• Add an initial to a patron’s name
• Change your patron’s ZIP code
• Change your patron’s category
• Add checkout notices by email
• Add check-in notices by email

Self Paced Learning in Koha: Intro to Staff Client

Koha Manual: Search Patrons

Circulation Exercises

• Check out a book to the patron you created
• Check out another book and specify a due date
• Place a hold on a book that is currently checked out.
• Then check in that item with a hold on it and confirm the hold
• Renew a book checked out your patron
• Print a Quick Slip ( or at least start to)
• Print a Summary
  
• Print Issue Slip

Self Paced Learning in Koha: Circulation

Self Paced Learning in Koha: More Circulation

Koha Manual: Circulation

Holds

• Place a hold on an available item
• Trigger (check-in) this hold
  
• Cancel a hold for a patron
• Move a patron to the top of a holds list

Self Paced Learning in Koha: Circulation

Koha Manual: Holds

Fines

• On the patron you created, charge them a few manual invoices
  
• Pay half of the amount owed
• Add a damage fee to a patron account
• Pay a specific line on a patron account
• Write off a specific line on a patron account
• Print a receipt for a paid fine

Self Paced Learning in Koha: Fines

Other Tasks

• Add a non-patron guarantor to a Child’s card
• Suspend a hold with an end date
• Suspend a hold indefinitely
• Create a Public List
• Create a Private List
  

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