Koha 3 Library Management System. Install, configure, and maintain your Koha installation with this easy-to-follow guide

Koha 3 Library Management System. Install, configure, and maintain your Koha installation with this easy-to-follow guide - Opis

Koha is the first full-featured open source library management system that is widely used for efficiently managing libraries. However, setting up and maintaining Koha is no walk in the park. It is not as straightforward as setting up the other popular LAMP applications.This practical guide provides all the essential information that is needed to make the task of installing and configuring Koha really seem simple and easy. It demonstrates how to set up Koha and its various aspects – installation, configuration, application administration, and data migration. It also covers troubleshooting, software maintenance, software customization, and other advanced topics.The book starts with installing and configuring the LAMP stack and the Koha application to meet your needs. It then goes deeper into setting up various rules and configuring settings for Koha. It also covers data migration of catalog records, software maintenance, and customization of the application. Chapters are also dedicated to providing an insight into advanced topics such as LDAP integration and Internationalization. Filled with numerous code samples and screenshots, this book will tour you through setting up Koha for evaluation or test purposes. It also includes loads of tips for troubleshooting and maintenance activities.By the end of this book, you will have gained the knowledge to get the most out of your Koha installation. Spis treści:
Koha 3 Library Management System
Table of Contents
Koha 3 Library Management System
Credits
About the Authors
About the (...) więcej Reviewers
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Installing the Software Stack
An orientation to Kohas installation
Koha's architecture
What do we need to install?
Installation tools
Package manager
Make utility
CPAN shell
Git
Choosing between Linux Perl packages and CPAN modules
Choosing a Linux distribution
Getting helpKoha's community resources
Preparing for installation
Server prerequisites
Downloading Koha and switching to a branch
Cloning Koha
Checking out a branch
Preparing a list of installation packages
System packages
Perl modules
Debian/Ubuntu package lists
Setting up repositories or sources
Configuring the CPAN shell
Installing Koha's software stack
Installing packages using the package manager
Installing packages from the Linux prompt
Installing packages using shell scripts
Installing packages using dselect
Installing Perl modules using CPAN
Troubleshooting CPAN installations
Setting up Koha's MySQL database
Configuring Koha's installation: Makefile.PL
Completing Koha's installation
Summary
2. Configuring the Apache2 Web Server
Understanding Apache2 configuration
About Apache2
Apache2 virtual hosts
Name-based or IP-based virtual hosts
Apache2's configuration folder
Koha's default Apache2 file
Koha's virtual hosts
Virtual host configuration
Preparing for Apache2 configuration
Configuration plan
Two host names
Hostname with two ports
IP address with two ports
Two IP addresses
Standalone machine
Configuration prerequisites
Configuring Apache2 web server
Creating a symbolic link to koha-httpd.conf
Enabling Apache2's Rewrite module
Configuring the listener
Editing the OPAC virtual host
Editing the staff client virtual host
Enabling Koha's virtual hosts
Restarting Apache2
Troubleshooting configuration problems
Rewrite module not enabled
Incorrect or missing Directory directive
Unable to connect to MySQL
Listener not setup
Summary
3. Installing Koha's Zebra Search Engine
About Zebra
Koha's Zebra related components
Zebrasrvthe Zebra query and retrieval server
Rebuild_zebra.plthe Zebra index maintenance program
Installing Zebra
Installing Zebra packages
Installing Koha with Zebra
Testing Zebra
Testing zebrasrv
The zebrasrv command
Invoking zebrasrv with Koha's configuration file
zebrasrv daemon
Zebrasrv daemon on Debian or Ubuntu
zebrasrv daemon on openSuSE
Rebuilding Zebra
Creating or recreating indexes
Using Koha without Zebra
Summary
4. Koha's Web Installer, Crontab, and Other Server Configurations
Executing Koha's web installer
Understanding the web installer's functions
Understanding how to execute the web installer
Understanding optional data available for import
Settings for MARC frameworks
Other data
Executing the web installer
Launching Koha
Configuring the crontab
Editing the crontab
Setting up environment variables
Generating advance notices
Generating overdue notices
Sending e-mail messages
Calculating fines
Rebuilding Zebra indexes
More crontab examples
Ensuring Koha starts automatically on server reboot
Auto-starting Apache2
Auto-starting MySQL
Auto-starting Zebra server
Configuring the correct SAX parser
Setting up environment variables for the Linux shell
Setting up KOHA_CONF environment variable
Setting up PERL5LIB environment variable
Setting up persistent environment variables
Summary
5. Configuring the Cataloging Module
A first look at Koha's cataloging configuration tools
MARC frameworks
Authority Control
Authorized values
Preparing a configuration plan
Identifying Authority Control rules
Identifying frequently cataloged types of material
Identifying MARC field sets for each type of material
Identifying mandatory fields
Identifying Authority Control rules
Identifying fields to control using authorized values
Implementing our configuration plan
Configuring authorities system preferences
Configuring Authority Types
Configuring authorized values categories
Editing authorized values
Special authorized values
Library
Item Type
Configuring MARC frameworks
Editing MARC framework list
Creating a new framework
Editing fields and subfields
Editing labels of fields or subfields
Making a field or subfield mandatory
Advanced constraints
Hidden fields and subfields
Bringing fields or subfields under Authorized Value or Authority Control
Summary
6. Configuring the Circulation Module
Patron categories
Identifying patron categories
Creating patron categories
Item types
Identifying Item types
Creating Item types
Circulation and fine rules
Identifying circulation and fine rules
Creating circulation and fine rules
Configuring the calendar and calculation of due date and fines
Calendar and fine calculation
Calculation of due dates in Koha
Preparing to configure the calendar and fines and due date calculations
Editing the calendar
Editing system preferences
Due and overdue notices
Preparing to configure due and overdue notices
Editing notices
Editing notice triggers
Configuring holds
Preparing to configure holds
Editing holds preferences
Summary
7. Configuring Other System Preferences
Understanding Koha's system preferences
Koha's global system preferences module
Using system preferences
Online documentation
Configuring transactional modules
Configuring patrons preferences
Configuring acquisitions preferences
Configuring serials preferences
Configuring OPAC preferences
Configuring static content
Configuring tools for patrons
Configuring patron access control
Configuring enhanced content
Configuring styling and appearance
Configuring OPAC styling and appearance
Configuring staff client styling and appearance
Configuring general preferences
Configuring messaging preferences
Configuring security preferences
Configuring search preferences
Summary
8. Test Driving Your Koha Installation
Patronscreate, search, and view patron record
Creating a new patron
Searching for a patron
Catalogingcreate, search, and view bibliographic and item record
Creating a bibliographic record
Creating an item record
Searching for the record
Circulationcheck-out, check-in, and view circulation history
Checking out
Checking in
Viewing circulation history
Acquisitionscreate an order, receive shipment, and view budget utilization
Creating budgets
Creating a vendor
Creating orders
Receiving shipments
Viewing budget utilization
Serialscreating a subscription and receiving the first issue
Creating a subscription
Searching for the subscription
Receiving an issue
Reportscreating a guided report and executing it
Building a report
Using a saved report
OPACrunning a catalog search
Summary
9. Migrating Catalog Data
An orientation to migrating catalog data
Understanding MARC files
Koha Holdings in tag 952
Holdings in legacy systems
Import tools
MARCEdit
bulkmarckimport.pl
Koha's GUI import tool
Choosing an import tool
Migration process
Preparing to migrate catalog data
Mapping Koha's holdings subfields to subfields in source MARC file
Planning setup of administrative fields in Koha
Migrating catalog data
Setting up values in Koha's administrative fields
Setting up branch codes
Setting up Item types
Setting up collection codes
Setting up shelving locations
Editing the source MARC file using MARCEdit
Swapping subfields
Adding a new subfield
Merging subfields
Importing the MARC file
Using the bulkmarcimport.pl program
Importing catalog records using the GUI tools
Staging MARC records for import
Managing records
Undo Import
Summary
10. Troubleshooting
Where to get helpcommunity resources
Koha's mailing lists
Koha's IRC chat
Koha's bug tracker
Koha's Git repository
Common problems
Apache2 web server is down
MySQL database server is down
Zebra search not returning any results
Zebra index rebuild not working
Parser problems
Overdues e-mail not working
Reviewing notice triggers
Troubleshooting e-mail problems
Troubleshooting problems with generation of notices
Fines not working
Software bugs
Command line programsenvironment variables not exported
Problems with Internet Explorer
Summary
11. Updating Software
Orientation to updating software
Understanding Koha's software versions
Branches
Heads
Tags
Choosing a version to update to
Understanding components of software updates
An overview of the installation process
Updating the software
Downloading updates using git pull command
Switching to a new software version
Installing the new software version
Running the Makefile.PL program
Installing Perl modules
Completing Koha installation
Configuring Apache2
Upgrading the database
Zebrarebuilding indexes and restarting the server
Rebuilding Zebra indexes
Restarting zebrasrv
Summary
12. Customizing Koha Software
An orientation to customizing Koha software
Skills needed
Understanding Koha's application folder
Top level folders
Template files
Relationships between different types of files
Understanding Koha's database
Browsing Koha's database
An overview of important Koha tables
Cataloguing
Circulation
Patrons
Administration
Serials
Acquisitions
Koha's database structure
Using Git to manage software changes
Understanding the software customization process
Customizing Koha softwarean example
Creating a development branch
Making CSS changes
Creating a new JavaScript file
Loading the Transliteration JavaScript file
Creating a system preference
Adding the transliteration tool to the display template
Editing the Perl scripts to enable the system preference
Committing changes
Create a patch using Git
Sending the patch to Koha's release manager
Summary
13. Advanced Topics
Creating and using matching rules for use during catalog imports
Understanding matching rules
Determining search indexes
More information and examples
Using LDAP with Koha
Configuring LDAP
Microsoft Active Directory
Setting permissions
Multiple OPAC interfaces
Installing new languages
Install Locale::PO module
Creating language templates for the OPAC
Creating language templates for the staff client
System preferences
Testing the new language
Setting up a public Z39.50 server
Configuring the listen directive
Configuring the server directive
Configuring the serverinfo directive
Restarting the Zebra server
Summary
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