by Kalleen Marquise on Dec 23, 2020
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
- Koha Testing Plan
- Serials Testing
- Search Testing
- Circulation Testing
- Patron Testing
Post Training
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
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
Acquisitions
- Closing Out Your Budget 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
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?
Monday Minutes
- Monday Minutes: Using the Patron Import Tool
- Monday Minutes: UX Staff Enhancements (19.05)
- Monday Minutes: Password Changes by Patron Category
- Monday Minutes: GDPR
- Monday Minutes: Authorized Values
- Monday Minutes: Lost Values
- Monday Minutes: Setting up a New Branch in Koha
- Monday Minutes: Using the Logs
- Monday Minutes: Customizing the Menu in the Staff Client
- Monday Minutes: Flexibility with the Long Overdue Cron
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
Monday Minutes
- Monday Minutes: the Leader in Marc Records
- Monday Minutes: Adding Default Values in a Framework
- Monday Minutes: Marc Modification Templates
- Monday Minutes: New Cataloging Look
- Monday Minutes: Adding Z39.50 Targets
- Monday Minutes: Advanced Editor Enhancements (19.11)
- Monday Minutes: Displaying Series Information in Koha
- Monday Minutes: New Functionality with System Preference ItemCallNumber
- Monday Minutes: Automatic Item Modifications by Age
- Monday Minutes: Printing a Range of Barcode Labels
- Monday Minutes: Call Number Browse While Cataloging
- Monday Minutes: PreFill Item Preference
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)
Monday Minutes
- Monday Minutes: Streamlining the Checkout Process
- Monday Minutes: Show Last Patron
- Monday Minutes: Bulk Edit Due Dates
- Monday Minutes: New Opt-Out Option for Auto Renewals (20.05)
- Monday Minutes: Displaying Itemtypes in Circulation
- Monday Minutes: Adding Color Customizations Per Branch
- Monday Minutes: Customizing Your Issue Slip
- Monday Minutes: Statistical Patron and Local Use
- Monday Minutes: Utilizing the Checkout Note Feature
- Monday Minutes: Curbside Pickup Plugin
- Monday Minutes: Customizing the Patron Form
- Monday Minutes: Exporting Items in Item Search
- Monday Minutes: Denying Renewal of Items
Course Reserves
- Setting Up Course Reserves
- Using the Course Reserves Module for Displays
- OPAC: Customizing Course Reserves
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
Monday Minutes
- Monday Minutes: Renewing Items With Holds
- Monday Minutes: Alert Patrons When Hold is Cancelled
- Monday Minutes: Placing Multiple Holds in 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)
- Monday Minutes: Plugins in Koha
- Room Reservation Plugin in Koha
- To plug, or not to plug? Why we develop Koha plugins
- 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
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
PayPal
- PayPal Payments in Koha
- PayPal Set Up in the Business Portal for Koha Integration
- PayPal Update (20.05)
Reports
Lists
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
- Monday Minutes: Setting Up SMS Notifications
- Monday Minutes: Translating Notices
- Monday Minutes: View Updated Time in Patron Notices
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
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
- Monday Minutes: Using Lists to Populate Your Coverflow On the OPAC
- Monday Minutes: Adding a Twitter Feed to the OPAC
- Monday Minutes: Utilizing the New News Feature for OPAC Customization
- Monday Minutes: Using the Galadriel Plugin to Customize the OPAC
- Monday Minutes: Adding Social Networks in the Koha OPAC
- Monday Minutes: QR Codes on the OPAC
- Monday Minutes: Customizing Facets
- Monday Minutes: More OPAC System Preferences Move to News Feature
- Monday Minutes: FailedLoginAttempts System Preference
- Monday Minutes: Hiding Items on 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 Tutorial
Monday Minutes
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)
Monday Minutes
- Monday Minutes: Editing a SQL Report
- Monday Minutes: Emailing Customized Patron Notices
- Monday Minutes: Adding an ALL Option for Reports
- Monday Minutes: Editing Mana Reports
- Monday Minutes: Editing an Accountlines Report After Upgrade
- Monday Minutes: Using the Reports Plus Plugin
- Monday Minutes: Filtering Overdue 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
Monday Minutes
- Monday Minutes: What to Expect with Elastic Search
- Monday Minutes: Searching on Staff Client
- Monday Minutes: Batch Functionality in the Staff Search
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
Deep Dive
Read more by Kalleen Marquise