by Jessie Zairo on Jul 24, 2016
The following checklist will walk you through steps to test the Tools in your new Koha system, each step includes a link to the most recent Koha manual and a tutorial video if one exists.
Patron Tools
- If you're allowing comments, approve a comment. (Learn more | Tutorial Video)
- If you're allowing tags, approve a tag. (Learn more | Tutorial Video)
- If you're allowing tags or comments, reject a tag or comment. (Learn more | Tutorial Video)
- Customize your overdue notice. (Learn more)
- Review all of your notice templates and make sure the text meets the policies at your library. (Learn more)
- Set up your overdue notice triggers. (Learn more)
- If you plan on using Koha's patron card creator, set up card template (you will need the measurements for your label sheet). (Learn more | Tutorial Video)
- If you plan on using Koha's patron card creator, set up card layout. (Learn more | Tutorial Video)
- If you plan on using Koha's patron card creator, generate a batch of cards. (Learn more)
Cataloging Tools
- If you plan on using Koha's label maker, set up label template (you will need the measurements for your label sheet). (Learn more)
- If you plan on using Koha's label maker, set up label layout. (Learn more)
- If you plan on using Koha's label maker for barcodes, generate a batch of barcode labels. (Learn more | Tutorial Video)
- If you plan on using Koha's label maker for spine labels, generate a batch of spine labels. (Tutorial Video)
- If the labels you've printed out aren't lined up properly you might need to create a profile. (Learn more)
- Inventory
- Generate a barcode file to update items with new last seen date. (Learn more| Tutorial Video)
- Choose a shelving location to generate a list to do a shelf check. (Learn more| Tutorial Video)
Additional Tools
- Set up the holidays and library closings for all of your branches. (Learn more)
- If you plan on keeping system logs, search through the log viewer tool. (Learn more | Tutorial Video)
- Using the News Feature in Tools
- Add a news item to appear in the OPAC. (Learn more | Tutorial Video)
- Add a news item to appear on the Staff Side (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