by Kalleen Marquise on Dec 23, 2020
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Migrating
Data Testing
- Getting ready to migrate? Here is what you need to know!
- Database Code Tips
- Preparing your Data for ILS Migration to Koha
- Data Testing
Pre Training
Training Review
- Acquisitions Training Review
- Administration Training Review
- Koha Testing Plan
- Serials Testing
- Search Testing
- Circulation Testing
- Patron Testing
Post Training
Open Source Community
Self Paced Learning
Staff Interface
- Purchase Suggestions
- Acquisitions
- Course Reserves
- Reports
- Serials
- Cataloging
- Cataloging Tools
- Circulation
- More Circulation
- Fines
- Patrons
- Intro to Staff Client
- OPAC
- More OPAC
- Practice Exercises for Migrating Libraries
- What does Browse Selected Records Do?
Patron Tutorials
New Director Training
Admin Setup
Reports
Tools
Accounting (Fines)
- Update to Credits and Debits in Koha (18.05)
- Using Voids Within the Patron Account (18.11)
- Monday Minutes: Accounting Changes Coming (19.05)
- Fines Data (19.05)
- Making Change in Koha (19.05)
- Old Debits and New Credits (19.11)
- Koha Introduces a Cash Register Feature (19.11)
- eCommerce in Koha
- Koha Adds a Credit Numbering System (20.11)
- What's the Difference Between a Refund and a Payout?
- Overdue and Lost Items: Restore Overdue Fines on Found Items (21.05)
- How Do We Pause Overdue Fines?
Monday Minutes
- Refund Lost Update
- Default Replacement Cost per Item Type
- Can We Track Book Sale Purchases in Koha?
- Tracking Donations in Koha
Acquisitions
- Automatically Generate Item Information for Order Files
- Creating Standing Orders in the Koha Acquisitions Module
- Acquisitions Systems Preferences for Receiving
- Creating Items Within Acquisitions
- Adding the Ability to Configure Catalog Details in Acquisitions
- Updates to the Acquisitions Module (18.05)
- Staging Records for Acquisitions
- Video Tutorial on Acquisitions Adjustments to Invoices
- Customize Your Acquisitions Process
- Receiving Purchase Suggestions
- Closing out your Budget in Koha Acquisitions
- Invoice Table Improvements: Open/closed tabs and bulk status changes (21.05)
- How does Koha handle multiple budgets?
- How does EDI work with Koha?
- What is a Standing Order in Acquisitions?
- How do Currency Exchange Rates Work in Koha?
- Can a Fund Be Edited?
Monday Minutes
- Adding Additional Fields in Acquisitions
- View Status of EDI in the Basket
- Attaching Files to an Invoice in Acquisitions
- Creating Vendor Types in Koha
- Purchase Suggestions Options
Administration
- Automatic Updating of the Koha Offline Circulation Borrowers File
- Setting up the Self Checkout Feature in Koha
- Koha Tutorial on Refunding Lost Item Fee on Return by Branch
- How to Charge a Replacement Fee for Damaged Items in Koha
- Learn More About the Koha Calendar Features in the Staff Client
- Using the Log Viewer Tool in Koha
- Date Calculation for Holds Awaiting Pickup
- Setting When to Change the Hold Fee (17.05)
- Koha Tips on Item Alerts and Messages
- Using the System Preference AutoMemberNum for Cardnumber Generation
- Jessie & Kelly Show How to Use the Track Click System Preference
- How to Set Up a Staff Patron in Koha
- Setting up a Processing Fee and Default Replacement Cost per Item Type
- New System Preference: Allowcheckoutnotes
- Video Tutorial on Using the Offline Circulation Tool with Koha
- Koha Tutorial on Inventory Tool- Part 1 Barcode File
- Koha Tutorial on Inventory Tool- Part 2
- Video Tutorial on Using the News Feature in Koha
- New System Preference: RequireStrongPassword
- Block Return of Lost Items
- Setting Up Self Registration for Your Library
- New Functionality with Lost Statuses in Koha
- Self Check-in Module (18.05)
- How to Set Up an Online Resources Only Self Registration
- Using Library Groups in Koha
- New System Preference AdditionalFieldsInZ3950 (18.11)
- Email Library When Purchase Suggestion is Made
- To Log of Not to Log
- Setting Up Sounds in Koha
- Where Are My Circ Rules in the Database?
- Cron Jobs: Overdue Notices
- Cron Jobs: Run Report
- Cron Jobs: Batch Anonymize
- Changing Circulation Rules Midstream
- Keyword to MARC Mapping/ Koha to MARC Mapping
- Column Configuration for Items
- Item Types in Koha
- Koha Tips on Item Alerts and Messages
- Long Overdue (Lost): How long is long?
- Can we automate our student and faculty imports directly into Koha?
- How Do I Add an Internal Note on the Patron's Account?
- Are there any keyboard shortcuts in Koha?
- How do I clear my cache?
- Koha Calendar Features
- What are Item Search Categories?
- Scan a Driver's License in Koha to Input Patron Address Information
- Can a Drop Down Menu in Koha be Changed?
- What Logs are Turned On?
- How to Import a File of Records into Koha?
- What does "Older Item Types in Serials" mean?
- What Are Library Groups?
- How to Close a Branch in Koha
- How Can I Identify Unused Authorities?
- How Do I Set Up a CSV Profile?
- How Do I Add a Link to a Record?
- What are the Options for Calculating the Beginning of a Renewal Period?
- How Do I End Checkouts to Clean Up Old Lost Items?
- How Do I Make a Patron Attribute Show in the OPAC (or Not)?
Monday Minutes
- Using the Patron Import Tool
- UX Staff Enhancements (19.05)
- Password Changes by Patron Category
- GDPR
- Authorized Values
- Lost Values
- Setting up a New Branch in Koha
- Using the Logs
- Customizing the Menu in the Staff Client
- Flexibility with the Long Overdue Cron
- Cron Jobs
- Audio Alerts
- System Preference Interface Improvements
- New Logs are Added (21.05)
- Inventory Filtering
- Secure Passwords per Patron Category
- Creating a Desktop Shortcut for Koha
- User Permission to Delete Borrowers
- Two-factor authentication in the staff interface
Cataloging
- Match Points Versus Match Checks in Koha
- Using MarcEdit to Batch Modify Bib Records in Koha
- Using MarcEdit to Create Koha Items
- Biblio Level Item Types in Koha
- Using Task Lists in MarcEdit to Automate Emails
- Browsing for Existing Call Numbers When Editing/ Adding Items
- Authorities Town Hall Recap
- Town Hall Webinar on Macros
- Non Public Item Notes in Koha
- YouTube Streaming for Cataloging in Koha
- Batch Item Modifications (16.11)
- How to Attach a File to MARC Records in Koha Cataloging
- Setting Up an ILL Workflow for Your Library
- Exporting Records from Koha & Using MarcEdit for Modifications for Date Changes
- Video Tutorial on Creating Spine Labels with Koha
- Tutorial On Creating Barcode Labels in Koha's Label Creator
- Video Tutorial on Editing Frameworks in Koha
- Adding MarcOrg Code Per Library
- New Easy Way to Print a Label
- Display of Marc Field 776
- Setting Up Macros in the Advanced Editor in Koha
- Adding Auto Control Numbers (001) to the Advanced Cataloging Editor
- New Responsive Cataloging Update
- Advanced Editor Keyboard Shortcuts Can Now Be Customized! (19.05)
- Workflow for a Interlibrary Loan (ILL) Process
- Koha's New Z39.50 Responder- Item Statuses
- Save and Share Your Advanced Catalog Editor Macros
- Adding a 'See Also' in an Authority Record
- Create Matching Profiles When Importing Records (20.11)
- Working with the Biblio API Endpoint
- Rotating Collections in Koha
- Test Drive: Cataloging in Koha
- Item Modifications in Koha
- Viewing an Item in Koha
- Connecting Koha Bibliographic Records to CORAL Resources
- Subfield sequence: Create a default order for subfields (21.05)
- Clone or Duplicate an Existing Bibliographic Record
- Can you export MARC records based on customized criteria?
- How to Prevent Diacritics from Happening in Koha
- How Does RDA work in Koha?
- How Do You Merge Records?
- Creating Bundles of Items in Koha
Monday Minutes
- The Leader in Marc Records
- Adding Default Values in a Framework
- Marc Modification Templates
- New Cataloging Look
- Adding Z39.50 Targets
- Advanced Editor Enhancements (19.11)
- Displaying Series Information in Koha
- New Functionality with System Preference ItemCallNumber
- Automatic Item Modifications by Age
- Printing a Range of Barcode Labels
- Call Number Browse While Cataloging
- PreFill Item Preference
- OCLC Connexion
- Enhancement to Label Maker Plugin
- Publisher Drop-down in Cataloging
- Using Regex in Batch Item Modification
- Automatically Link Authority Records (21.05)
- Creating Cover Images for Item Records
- Easy MARC Record Suppression
- Marc Modification Templates for Items
- How to Attach a File to MARC Records
- Batch Item Modification
- Protecting MARC Fields
- Alerts in Cataloging
- Cataloging Tips
- Adding Musical Incipits to Records
- Manage Matches When Importing
- Record Matching Rules
- Flexibility with Z39.50 Searching
- What is a Macro?
- Batch Item Deletions
Deep Dive
Circulation
- Koha Tutorial on Article Requests
- What Are Hard Dates in Koha?
- How to Check Out Books Using the Barcode or a Keyword Search
- Tutorial on Tracking in House Use
- Check Previous Checkouts System Preference (17.05)
- Blocking Automatic Renewals if the OPACFineNoRenewals Amount is Reached
- Auto-Renewal Notices Tutorial (17.05)
- Adding a Link to the Last Patron Accessed in the Staff Client
- Prevent Renewals Define by Specific Values in the Items Table
- An Overview of Item Statuses
- Lost Items and Overdue Fines
- When is a Status Not a Status?
- How to Use Branch Transfer Limits in Koha
- Self Check-Out Module Updates (19.05)
- Setting Up Auto Renewals with New Features
- Using Cart-to-Shelf
- New Feature with the Account Credit Slip
- Set Items to Quarantine Status Upon Return
- Changing Status and Location Upon Checkin
- New System Preference for Trapping Holds (19.11)
- Claims Returned Enhancement
- Curbside Pickup Plugin
- Printing Problems, Koha, and Firefox
- Point of Sale Functionality in Koha
- New Options for Tracking Lost and Claims Returned Items (20.05)
- Closing School Libraries for the Summer
- Where are my circ rules in the database as of 20.05? (20.05)
- Circulation Rules: Grouping Item Types (20.11)
- Circulation Rules: decreaseLoanHighHolds and useDaysMode (20.11)
- Overdue and Lost Items: Restore Overdue Fines on Found Items (21.05)
- Why Does My Item Keep Defaulting to a Certain Branch?
- How Do I Back Date Checkins?
- What is the difference between Holds to Pull vs Holds Queue
- Holds to pull
- What does No Auto Renew After Mean?
- How can a library set up a default hold expiration date?
- What is an On-Shelf Hold?
- What are Batch Checkouts?
- What are Item Circulation Alerts?
- RFID and Koha
- Does a Renewal Count as a Circulation?
- Does Renewing Un-Lose a Lost Item?
Monday Minutes
- Streamlining the Checkout Process
- Show Last Patron
- Bulk Edit Due Dates
- New Opt-Out Option for Auto Renewals (20.05)
- Displaying Itemtypes in Circulation
- Adding Color Customizations Per Branch
- Customizing Your Issue Slip
- Statistical Patron and Local Use
- Utilizing the Checkout Note Feature
- Curbside Pickup Plugin
- Customizing the Patron Form
- Exporting Items in Item Search
- Denying Renewal of Items
- Custom Searches in the Item Search
- Circulation Rules (Part 1)
- Circulation Rules for Multi-Branch Systems (Part 2)
- Circulation Rules Default Values (Part 3)
- Circulation Rules Default Hold Policies by Item Type (Part 4)
- Self-Checkout Module
- Self Check in Module
- The Last Borrower
- Offline Circulation Tool
- Show All Checkins
- Automatic Checkin by Item Type
- Auto Renewal Messaging Preferences
- Confirm Materials at Check-In (21.05)
- New Option With Claims Returned
- Options for Quick Printing at Circulation
- How to Float Items in Koha
- Resolving Returned Claims
- Let's Talk Bundles in Koha
Course Reserves
- Setting Up Course Reserves
- Using the Course Reserves Module for Displays
- OPAC: Customizing Course Reserves
- What are the benefits of using the Course Reserves Module?
- Batch Remove Course Reserves
ERM
Monday Minutes
Holds
- Multi Item Holds
- How Koha Handles on Shelf Holds
- How Koha Handles Multiple Holds Per Records
- Holds- Part 1: The Patron Side
- Holds- Part 2: The Staff Side
- Holds Troubleshooting: The Maxreserves Preference
- Holds History on Staff Client
- Lowest Priority Holds
- Holds Rules Changes (19.05)
- Define Groups of Locations for Hold Pickups in Koha
- Suspending Holds
- Modifying the Pick-Up Location for Holds
- Hold Cancellation: Reasons and Notices (20.11)
- What are Non-Priority Holds?
- What Happens to Holds on Merged Records?
- Can I Extend Hold Expiration Dates due to Unexpected Closure?
Monday Minutes
- Renewing Items With Holds
- Alert Patrons When Hold is Cancelled
- Placing Multiple Holds in the OPAC
- Hold Expiration Dates
- Default Expire Date for Holds (21.05)
- Viewing Holds History in the OPAC (21.05)
- Placing Holds on Specific and Multiple Items
- Holds Queue Report Enhancements
- Bulk Cancel Holds
- Search to Hold
- Grouping Items with Holds
- Updating Expired Holds
- Placing Multiple Holds
- Patrons Canceling Waiting Holds on the OPAC
Integration
- Koha Plugins
- Label Creator Plugin: Part 1
- Label Creator Plugin: Part 2
- Single Sign-On/ Authentication Options for Koha
- Monday Minutes: Koha to Koha Interlibrary Loan (ILL)
- Deep Dive: Experience the Koha to Koha ILL Module
- Monday Minutes: Plugins in Koha
- Room Reservation Plugin in Koha
- To plug, or not to plug? Why we develop Koha plugins
- What authentication options are available with Koha?
- Using Patron Emailer Plugin in Koha
- All About Email- Part 1
- All About Email- Part 2
- All About Email- Part 3
- All About Email- Part 4
- Monday Minutes: Let's Talk Email
- Monday Minutes: What the spam! Where are those patron notices?
E-Resources
- Recorded Books
- Bibliotheca (Cloud Library)
- Patron Tutorial on Using the EBSCO Discovery Search EDS
- Setting Up Novelist Select
- Monday Minutes: Integration with Hoopla
- OverDrive Integration
- Introduction to EBSCO Discovery Service in Koha
- Test Drive: Koha Integration with EDS
- What eContent Integrations are Available?
Gentle Nudge
Metabase
Notifications
PayPal
- PayPal Payments in Koha
- PayPal Set Up in the Business Portal for Koha Integration
- PayPal Update (20.05)
- Monday Minutes: PayPal System Preferences (21.05)
Reports
Reviews
Item Search
Lists
Monday Minutes
Notices
- Proper Koha Notice Syntax
- Message Transport Type for Print Slips
- Setting Up Print Notices to Print Address Block in the Window of a #10 Envelope
- How to Email Newly Registered Patrons
- Emailing Receipts in Koha
- Show Library Cost Savings in Your Koha Receipt
- When Two Notices is Too Many
- The HOLDSLIP in Koha
- Sending Notices for Long Overdue Items
- Customizing Notices & Slips with Template Toolkit
Monday Minutes
- Setting Up SMS Notifications
- Translating Notices
- View Updated Time in Patron Notices
- Overdue Notices and Status Triggers
- Sending Hold Reminder Notifications
- Welcome Emails Sent With a Click of a Button
- New Notices in Koha
OPAC
- OPAC Self Registration and Forgot Password Enhancements
- How to Limit Purchase Suggestions
- Customizing the More Searches Menu
- Cover Images- Coce Server
- Searching in the OPAC by Language
- OPAC Tutorial: Sorting Patron Reading History
- New OPAC Dashboard for Logged in Patrons (17.11)
- Shelving Location in the OPAC
- Tagging with Emojis
- Embedding a Koha Search Form
- Using Purchase Suggestions on the OPAC
- OPAC Changes (18.11)
- Coverflow
- How to Set Open/ Close Hours
- How to Cite Resources
- Easily Highlight Your Online Resources in Your OPAC
- See and Pay Your Guarantee's Fines on the OPAC (19.11)
- Why is My News Feature Duplicating Content?
- Add a Chat Box to Your OPAC for Reference Services at a Distance
- Reporting a Problem Through the OPAC
- OPAC: Purchase Suggestions
- Adding a Library Link to the OPAC
- OPAC: Not for Loan Descriptions
- Hiding Items on the OPAC
- Unwanted Fields in the Purchase Suggestion Form
- Tag Moderation
- Archiving Purchase Suggestions
- What Enhancements Can Improve the Patron Experience in Our Koha Opac?
- OPAC & Public Services Upgrades (20.11 and 21.05)
- Using Koha's Quote of the Day Feature
- Where do Cover Images Come From in Koha?
- How to turn on Purchase Suggestions in the OPAC?
- How do I Customize the Language dropdown in the OPAC?
- KohaCon 2022: Designing a Patron Empowering OPAC
- What are Patron Hold Notes?
Patron Tutorials
- Placing Holds on the OPAC
- Submitting Purchase Suggestions Through the OPAC
- Using Lists on the OPAC
- Changing Messaging Preference on the OPAC
- Tagging
- Logging into the OPAC
- Resetting/ Forgetting Password on OPAC
- Using Cart Feature on OPAC
- Searching the OPAC
- Fines
Monday Minutes
- Using Lists to Populate Your Coverflow On the OPAC
- Adding a Twitter Feed to the OPAC
- Utilizing the New News Feature for OPAC Customization
- Using the Galadriel Plugin to Customize the OPAC
- Adding Social Networks in the Koha OPAC
- QR Codes on the OPAC
- Customizing Facets
- More OPAC System Preferences Move to News Feature
- FailedLoginAttempts System Preference
- Hiding Items on the OPAC
- Adding Links to the OPAC
Patrons
- Relative's Checkouts Koha OPAC
- Making the Last Patron Who Checked Out an Item Visible in Koha
- Privacy and Circulation History in Koha
- How to Set-Up and Use the Quick Add Patron Option
- Setting Up the Patron Clubs Feature in Koha
- Using the Patron Card Creator Tool
- Patron Clubs Hold Feature
- Merging Patrons in Koha
- Ability to Add Multiple Guarantors
- Automatically Delete Self Registered Patrons
- Uploading Patron Images in a Batch to Koha
- Emailing New Patrons
- Electronic Library Cards in Koha
- Define Which Fields are Copied From Guarantor to Guarantee in Koha
- Batch Patron Modification
- Patron Tools
- Modifying a Patron's Login
- Set a Default Table View for Batch Patron Modification Tool
- Will Koha Automatically Update Patron Categories such as Youth to Adult?
- Patron Attributes to Define Pronouns
- How to Set Up a Quick Add Patron?
- Patron Record Main Contact Method (21.11)
- Can Other Fields Be Added to Patron Search?
- Check Previous Checkouts- How This Works in Koha!
- How Can Patrons Be Merged?
- What's the difference between Notes and Messages in Patron Accounts?
Patron Tutorial
Monday Minutes
- Patron Lists
- Patron Attributes
- Adding Guarantees
- Using Patron Clubs
- Email Newly Registered Patrons
- Privacy
- Keeping Patron Data Safe
- Introducing the Patron Passport Plugin
- Can Other Fields Be Added to Patron Search?
- Monday Minutes: Patron Restrictions
- Monday Minutes: Linked Accounts
- Patron Lists & Modification
- Seamlessly Add Patron Images
- Patron Suggestions Made Easy
- Expanding the Guarantor Relationships in Koha
- Library Defined Patron Restrictions
- Hiding Patron Details
Deep Dive
Plugins
Reports
- Left Join, Right Join, Inner Join- What Join do I use?
- UNION or JOIN in My Query
- Koha Reports and HTML
- Relationships Between Tables in Koha
- Creating a Report to Include All Branches
- Learning the Basics of Reports
- Upgrade Issues with biblioitems.marcxml Table (17.05)
- Creating a Report for Your Library Using the Koha Report Wiki
- Batch Modify Items Right From Your SQL Report
- Reporting on Deleted Records
- Creating Graphs in the Reporting Module
- Writing Reports is As Easy As Ordering a Cup of Coffee!
- Using Mana to Import Reports in Koha
- How Would You Like Your Report?
- Cost Saving? What Did Your Patrons Save in 2019?
- Accidentally Delete a Report? No Worries!
- Basic SQL for Koha Users
- SQL Tips and Tricks for Koha Reports
- The Accountlines Table (19.11)
- How to Add a Report to the Koha Report Library
- Learn SQL for Koha Reports
- Accountlines Reports (20.05)
- Reporting on Point of Sale Transactions (20.05)
- Pseudonymization in 21.05: The new feature you'll want to learn to spell and pronounce (21.05)
- Admin and Reports (20.11 and 21.05)
- What's the Hold Ratio Report?
- How can a library find all the records they are suppressing from the OPAC?
- How can a library create more Report Groups?
- Can a library share to Mana?
- Accidentally Delete a Report? These steps will show you how to recover it
Monday Minutes
- Editing a SQL Report
- Emailing Customized Patron Notices
- Adding an ALL Option for Reports
- Editing Mana Reports
- Editing an Accountlines Report After Upgrade
- Using the Reports Plus Plugin
- Filtering Overdue Report
- Reporting on the Deleted
- Adding a Dropdown Option in Reports
- Retain Fields during Patron Import (21.11)
- Do I Need to Know SQL to Create Reports in Koha?
- Direct Links Built into Reports (22.05)
- Sharing Reports
- Chart Feature in Report
Searching
- Lexile Searching Koha in OPAC
- Barcode Export in the Items Search (17.05)
- Accelerated Reading Level and Accelerated Reading Point Searchable in Koha
- Elastic Search Q&A for Early Testers
- Elastic Search Configuration
- Elastic Searching
- Advanced Search in the OPAC
- What version of Koha is my library on?
- Reindexing and Search Results
Monday Minutes
- What to Expect with Elastic Search
- Searching on Staff Client
- Batch Functionality in the Staff Search
- Batch Search Plugin
- Advanced Language Search
- OPAC Browse Search
- Search Results
- Editing Within the Advanced Search
- New Search Options on Staff Interface
Serials
- Koha Tutorial: Make Previous Serial Available
- Koha Tutorial: Setting Up Serials Subscriptions
- Serial Claims and Notices
- New Serials Module Updates in Koha (18.05)
- Using Mana for Serial Subscriptions
- Koha Serial Claims and Notices
Deep Dive
System Preference
Monday Minutes
- All Things Password Related
- System Preference for Modification of Mandatory Fields
- Customizable Authority Fields
Upgrade Information
- Koha 20.05 Upgrade Notes
- Koha 20.11 Upgrade Notes
- 20.11: Technical Services
- Koha: 21.05 Upgrade Notes
- Koha 21.11: Upgrade Hub
- Koha 21.11: Protect Fields on Patron Overlay
- Koha 22.05 Upgrades Hub
- New Koha Staff Interface Coming in 22.11
- Koha 22.05 Recap
- New Koha Staff Interface Coming in 22.11
- Koha 22.11: Upgrades Hub
- Koha 22.11 Upgrade Notes
Web Pages
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