2012年5月21日 星期一

2012年5月13日 星期日

5月14日KOHA

3.2. 縣市和鄉鎮 Cities and Towns
為了標準化輸入內容,可以設定縣市與鄉鎮,新增讀者時,祗需從
表單裡選擇,不必逐一輸入資訊。To standardize patron input you
can define cities or towns within your region so that when new
patrons are added librarians simply have to select the town from a
list instead of having to type the town and zip (or postal) code
information.
首頁 › 管理 › 讀者和流通 › 讀者類型 › 縣市和鄉鎮 Get there:
More > Administration > Patrons & Circulation > Cities and
Towns
3.2.1. 新增縣市 Adding a City
點選頁面上端的‘新增縣市’鈕,輸入縣市名、狀態、郵寄區號、國
家。To add a new city, click the 'New City' button at the top of the
page and enter the city name, state, zip/postal code and country.
<9>
點選‘送出’後,儲存該縣市。One you click Submit, your city will be
saved and will be listed on the Cities and Towns page
https://sites.google.com/site/kohataiwan/manual3-6/patscir...
6/21 2012年03月26日 13:16
<10>
任何時間,都可以編修或刪除縣市。Cities can be edited or deleted
at any time.

3.5. 流通與罰款規則 Circulation and Fine Rules
這些規則決定館藏的流通方式,罰款的計算方式以及預約的處理方
式。These rules define how your items are circulated, how/when
fines are calculated and how holds are handled.
首頁 › 管理 › 讀者和流通 › 流通及罰款規則 Get there: More >
Administration > Patrons & Circulation > Circulation and fines
rules
從最特殊至最不特殊,依序使用這些規則:The rules are applied
from most specific to less specific, using the first found in this
order:
相同圖書館、相同讀者類型、相同館藏類型 same library, same
patron type, same item type
相同圖書館、相同讀者類型、所有館藏類型 same library, same
patron type, all item type
相同圖書館、所有讀者類型、相同館藏類型 same library, all
patron types, same item type
相同圖書館、所有讀者類型、所有館藏類型 same library, all
patron types, all item types
所有圖書館、相同讀者類型、相同館藏類型 all libraries, same
patron type, same item type
所有圖書館、相同讀者類型、所有館藏類型 all libraries, same
patron type, all item types
https://sites.google.com/site/kohataiwan/manual3-6/patscir...
1221 2012032613:16
所有圖書館、所有讀者類型、相同館藏類型 all libraries, all
patron types, same item type
所有圖書館、所有讀者類型、所有館藏類型 all libraries, all
patron types, all item types
祕訣 Tip
若您是單一圖書館系統,建立規則前先選定分館(有時,祗有給
‘所有圖書館’的規則,可能把預約中的書借出)If you are a
single library system choose your branch name before creating
rules (sometimes having only rules for the 'all libraries' option
can cause issues with holds)
重要 Important
至少,應設定預設的流通規則。此規則適用於所有圖書館、所有
讀者類型、所有館藏類型,可以涵蓋所有的狀況,不必符合任何
特例。借出時,若沒有適用於所有圖書館、所有讀者類型、所有
館藏類型的規則,讀者就無法預約。您也需要一個適用於特定圖
書館、所有館藏類型與所有讀者類型的規則,以免碰到前述的預
約問題。Koha 需要知道使用什麼規則。At the very least you
will need to set a default circulation rule. This rule should be set
for all item types, all libraries and all patron categories. That will
catch all instances that do not match a specific rule. When
checking out if you do not have a rule for all libraries, all item
types and all patron types then you may see patrons getting
blocked from placing holds. You will also want a rule for your
specific library set for all item types and all patron types to
avoid this holds issue. Koha needs to know what rule to fall
back on.
3.5.1. 預設流通規則 Default Circulation Rules
https://sites.google.com/site/kohataiwan/manual3-6/patscir...
1321 2012032613:16
視讀者/館藏類型的組合,從流通規則的矩陣中,選取適用的規則。
從下拉選單中選取圖書館(或選擇‘所有圖書館’),設定您的規則。
Using the issuing rules matrix you can define rules that depend on
patron/item type combos. To set your rules, choose a library from
the pull down (or 'all libraries' if you want to apply these rules to all
branches):
<19>
從此矩陣裡,您可以選擇任何讀者類型與館藏類型的組合。From
the matrix you can choose any combination of patron categories
and item types to apply the rules to
<10>
首先,決定適用的讀者類型,若選擇‘全部’,就適用於全部的讀
者。First choose which patron category you'd like the rule to be
applied to. If you leave this to 'All' it will apply to all patron
categories
選擇‘館藏類型’,若選擇‘全部’,就適用於全部的館藏類型。
Choose the 'Item Type' you would like this rule to apply to. If
you leave this to 'All' it will apply to all item types
在‘借出總數’欄位,輸入可借出的總數。Limit the number of
items a patron can have checked out at the same time by
entering a number in the 'Current Checkouts Allowed' field
設定‘借期()’Define the period of time and item can be
checked out to a patron by entering the number of days in the
'Loan Period' box.

2012年4月23日 星期一

4月23日koha


  •  
    4. 編目管理 Catalog Administration
    4.1. MARC 書目框架 MARC Bibliographic Frameworks
    4.2. Koha MARC 對照表 Koha to MARC Mapping
    4.3. 鍵詞至 MARC 對照表 Keywords to MARC Mapping
    4.4. MARC 書目框架測試 MARC Bibliographic Framework Test
    4.5. 權威記錄類別 Authority Types
    4.6. 分類法來源 Classification Sources
    4.7. 書目記錄對映規則 Record Matching Rules
    首頁 › 管理 › 目錄 › 機讀編目格式書目框架 Get there: More > Administration > Catalog > MARC Bibliographic Frameworks
重要 Important
不 要刪除或編輯預設的框架,會造成編目的麻煩;以預設框架為基礎,新增框架或修改其他框架。Do not delete or edit the Default Framework since this will cause problems with your cataloging records - always create a new template based on the Default Framework, or alter the other Frameworks.
  • 4.1.1. 新增書目記錄框架 Add New Framework
  • 新增書目記錄框架程序 To add a new framework
  • 點選 '新增書目記錄框架' Click 'New Framework'
  • <3>
    • 書目記錄框架代碼必須少於4個字元 Enter a code of 4 or fewer characters
    • 描述欄位,鍵入詳細的內容 Use the Description field to enter a more detailed definition of your framework
  • 點選 ‘送出’ Click 'Submit'
  • 新增之後,點選框架右方的'機讀編目格式結構' Once your Framework is added click 'MARC structure' to the right of it on the list of Frameworks
  • <4>
    • 會 問你,新的框架用於何種圖書資訊,簡化編目的程序。You will be asked to choose a Framework to base your new Framework off of, this will make it easier than starting from scratch
    框架出現在畫面後,就可以編輯或刪除欄位。Once your Framework appears on the screen you can edit or delete each field by following the instructions for editing subfields
     
    4.1.2. 編輯框架 Edit Existing Frameworks
    點 選框架右方的‘編輯’鈕,可以編輯該框架的描述:Clicking 'Edit' to the right of a Framework will only allow you to edit the Description for the Framework:
    <5>
    編 輯框架裡的欄位時,需先點選框架右方的'機讀編目格式結構',然後依照下節的指示。 To make edits to the fields associated with the Framework you must first click 'MARC Structure' and then follow the instructions for editing subfields
    4.1.3. 新增分欄至框架 Add subfields to Frameworks
    點選框架上方的‘新增欄位’鈕,即可新增欄位。To add a field to a Framework click the 'New Tag' button at the top of the Framework definition
    <6>
    將打開空白的表格,供鍵入欄位資料。This will open up a blank form for entering MARC field data
     
    鍵入新欄位的相關資訊:Enter the information about your new tag:
  • ‘欄位’是 MARC 的欄位編號The 'Tag' is the MARC field number
  • ‘圖書館的書標’是顯示在館員介面的編目模組文字The 'Label for lib' is the text that will appear in the staff client when in the cataloging module
  • ‘線 上公用目錄的書標’是顯示在線上公用目錄裡,Koha 顯示的文字The 'Label for OPAC' is the text that will appear in the OPAC when viewing the MARC version of the record
  • 若是可重複的欄位,則勾選‘可重複’If this field can be repeated, check the 'Repeatable' box
  • 若是必備的欄位,則勾選‘必備’ If this field is mandatory, check the 'Mandatory' box
  • 若 希望使用幾個特定的值,則點選‘容許值’If you want this field to be a pull down with limited possible answers, choose which 'Authorized value' list you want to use
結束時,按下‘儲存改變’。When you're finished, click 'Save Changes' and you will be presented with your new field
<8>
在 新欄位右方有個連結‘分欄’,可以新增分欄。To the right of the new field is a link to 'Subfields,' you will need to add subfields before this tag will appear in your MARC editor. The process of entering the settings for the new subfield is the same as those found in the editing subfields in frameworks section of this manual.
4.1.4. 編輯框架分欄 Edit Framework Subfields
框 架由MARC欄位與分欄構成,編輯欄位與分欄就是編輯框架。點選分欄右方的‘編輯’鈕,就可以改變該欄位的內容。 Frameworks are made up of MARC fields and subfields. To make edits to most Frameworks you must edit the fields and subfields. Clicking 'Edit' to the right of each subfield will allow you to make changes to the text associated with the field



    2012年3月26日 星期一

    3月26日KOHA

    讀者與流通
    讀者與流通 Patrons & Circulation
    1. 讀者類型 Patron Categories
    2. 縣市與鄉鎮 Cities and Towns
    3. 道路型式 Road Types
    4. 讀者屬性型式 Patron Attribute Types
    5. 流通與罰款規則 Circulation and Fine Rules
    6. 圖書館轉移限制 Library Transfer Limits
    7. 館藏流通提示 Item Circulation Alerts

    控制流通與讀者的資訊,在這裡設定。
    Settings for controlling circulation and patron information.
    1. 讀者類型
    Patron Categories
    依角色、年齡、類別等因素,把讀者分為不同的類型。
    Patron categories allow you to organize your patrons into different roles, age groups, and patron types.
    首頁 › 管理 › 讀者和流通 › 讀者類型
    Get there: More>Administration > Patrons & Circulation > Patron Categories


    讀者屬於六種類型之一:
    Patrons are assigned to one of six main categories:
    成人 Adult
    最常用的讀者類型。Most common patron type, usually used for a general 'Patron' category.
    2012年03月26日 13:25
    兒童 Child
    Children patrons can have a guardian to be attached to them.
    館員 Staff
    圖書館員(工讀生、志工)應給館員類型,適度授權,進入館員介面。Librarians (and library workers) should be
    assigned the staff category so that you can set their
    permissions and give them access to the staff client.
    機構 Organizational
    機構讀者就是機構,是專業讀者的保證人。
    Organizational patrons are organizations. Organizations can be used as guarantors for Professional patrons.
    專業 Professional
    專業讀者與機構連結。
    Professional patrons can be linked to Organizational patrons
    統計 Statistical
    統計之用的讀者,如:館內使用統計。
    This patron type is used strictly for statistical purposes, such as in house use of items.
    1.1.新增讀者類型
    Adding a patron category
    點選頁面上緣的 ‘新增類型’,即可新增讀者類型。
    To add a new patron category click 'New Category' at the top of the page


    ‘類型代碼’是辨識碼。
    The 'Category Code' is an identifier for
    your new code.
    重要 Important
    類型代碼須在10字元以內(數字與文字)。
    The category codeis limited to 10 characters (numbers and letters)
    2012年03月26日 13:25
    重要 Important
    此欄位為必備,若空白,則出現錯誤。
    This field is required in order to save your patron category. If left blank you will be presented with an error.


    在‘描述’輸入純文字。
    Enter a plain text version of the category in the 'Description' field.
    重要 Important
    此欄位為必備,若空白,則出現錯誤。
    This field is required in order to save your patron category. If left blank you will
    be presented with an error.


    註冊有效日期(月)應填入讀者的有效月份(如:小學生讀者證有效為6年,或交換學生證有效期至指定日期)。
    Enrollment period(in months) should be filled in if you have a limited enrollment period for your patrons (eg. Student cards expire after 9 months or until a specific date)
    重要 Important
    不能同時輸入有效的月份與特定日期,祗能二選一。
    You cannot enter both a month limit and a date until. Choose to
    enter either one or the other.
    重要 Important
    此欄位為必備,若空白,則出現錯誤。
    This field is required in order to save your patron category. If left blank you will
    2012年03月26日 13:25


    最後,您可以對讀者類型給予預設的指定進階訊息偏好。
    Finally you can assign advanced messaging preferences by default to
    a patron category
    重要 Important
    2012年03月26日 13:25
    應先設定‘允許’這個偏好設定‘讀者選擇收取訊息的種類與時間。這個選項祗適用於特定的訊息’。
    Requires that you have EnhancedMessagingPreferences enabled
    重要 Important
    個別讀者可以改變此設定,此設定祗是對全體類別的預設值。
    These can be changed for individual patrons, this setting is just a default to make it easier to set up messages for an entire category
    2.縣市和鄉鎮 Cities and Towns
    為了標準化輸入內容,可以設定縣市與鄉鎮,新增讀者時,祗需從表單裡選擇,不必逐一輸入資訊。
    To standardize patron input youcan define cities or towns within your region so that when newpatrons are added librarians simply have to select the town from alist instead of having to type the town and zip (or postal) codeinformation.
    首頁 › 管理 › 讀者和流通 › 讀者類型 › 縣市和鄉鎮
    Get there:More > Administration > Patrons & Circulation > Cities and
    Towns
    1.新增縣市 Adding a City
    點選頁面上端的‘新增縣市’鈕,輸入縣市名、狀態、郵寄區號、國家。
    To add a new city, click the 'New City' button at the top of the
    page and enter the city name, state, zip/postal code and country.


    點選‘送出’後,儲存該縣市。
    One you click Submit, your city will besaved and will be listed on the Cities and Towns page
    2012年03月26日 13:25


    任何時間,都可以編修或刪除縣市。
    Cities can be edited or deleted at any time.
    2.2.在新增讀者表格檢視縣市 Viewing Cities on Patron Add Form
    以新增縣市表格定義縣市後,新增或編輯讀者記錄時,就可以從下拉選單使用該縣市。
    If you have defined local cities using the New city form, then when adding or editing a patron record you will see those cities in a pull down menu to make city selection easy.


    一次設定多次使用,免除輸入錯誤的縣市名稱與郵遞區號。
    This will allow for easy entry of local cities into the patron record without risking the potential for typos or mistaken zip/postal codes.
    3.道路類型 Road Types
    為了標準化讀者的輸入,您可以定義道路類型,圖書館員可以從選單中挑選,不必逐一輸入。
    To standardize patron input you can define road types within your region so that when new patrons are added librarians simply have to select the road from a list instead of having to type it in.
    祕訣 Tip
    您可以使用縮寫或全名。
    If you want your patrons to have their road types abbreviated all of the time then you can enter the appropriate abbreviations here, if you'd like the road types to always be spelled out you can do that here as well.
    1. 新增道路類型 Adding Road Types
    2012年03月26日 13:25
    點選‘新增道路類型’,輸入想要顯示的道路類型。
    To add a road type, click 'New Road Type' and then enter the road type the way you'd like it displayed.


    送出表格後,新的道路類型就出現在道路類型頁面。
    Once you submit the form, your new road type will be listed on the Road Types page


    2.在新增讀者表格檢視道路類型 Viewing Road Types on
    Patron Add form
    新增或編輯讀者時,若已定義道路類型,可以從道路類型表格裡的選單找到。
    When adding or editing a patron, if you have road types defined, there will be a pull down to choose the road type from.


    3.讀者屬性型式 Patron Attribute Types
    讀者屬性定義客製欄位與讀者記錄的關係,需先設定ExtendedPatronAttributes 系統偏好為啟用。
    Patron attributes can be used to define custom fields to associate with your patron records. In order to enable the use of custom fields you need to set the ExtendedPatronAttributes system preference.
    首頁 › 管理 › 讀者和流通 › 讀者屬性形式
    Get there: More >Administration > Patrons & Circulation > Patron attribute types
    學號、身份證字號是常用的。
    A common use for this field would be for a student ID number or a Driver's license number.
    2012年03月26日 13:25


    1.新增讀者屬性 Adding Patron Attributes
    點選頁面上方的‘新增讀者屬性類型’鈕。
    To add a new Patron Attribute Type, click the 'New Patron Attribute Type' button at the top of the page
    在‘讀者屬性形式代碼’欄位,輸入該欄位的代碼。
    In the 'Patron attribute type code', enter a short code to identify this field
    重要 Important
    此欄位的代碼最多10個字元(祗限數字與字元)。
    This field is limited to 10 characters (numbers and letters only)
    重要 Important
    設定之後,不能改變。
    This setting cannot be changed after an attribute is defined
    在‘描述’欄位,輸入較長的純文字說明。
    In the 'Description' field,enter a longer (plain text) explanation of what this field will contain
    勾選‘可重複’欄位,讀者記錄就可以有複數的多值。
    Check the box next to 'Repeatable' to let a patron record have multiple values of this attribute.
    重要 Important
    設定後,此值不能改變。
    This setting cannot be changed after an attribute is defined
    2012年03月26日 13:25
    若勾選‘唯一識別碼’,表示該屬性是唯一的識別碼,其他的讀者
    記錄不能使用它。
    If 'Unique identifier' is checked, the attribute will be a unique identifier which means, if a value is given to a patron record, the same value cannot be given to a different record.
    重要 Important
    設定後,此值不能改變。
    This setting cannot be changed after an attribute is defined
    勾選‘允許密碼’後,將密碼與該屬性掛勾。
    Check 'Allow password' to make it possible to associate a password with this attribute.
    勾選‘顯示於線上公用目錄’後,在線上公用目錄的讀者詳情,顯示此屬性。
    Check 'Display in OPAC' to display this attribute ona patron's details page in the OPAC.
    勾選‘可查詢’後,此屬性可以從館員介面搜尋。
    Check 'Searchable' to make this attribute searchable in the staff
    patron search.
    勾選‘顯示於借出時’後,在借出畫面及其他的讀者頁面,可顯示此屬性。
    Check 'Display in check-out' to make this attribute visible in the patron's short detail display on the left of the checkout screen and other patron pages


    ‘容許值類型’;選定後,讀者記錄的輸入頁面,將祗能選擇容許值。Authorized value category; if one is selected, the patron record input page will only allow values to be chosen from the authorized value list.
    2012年03月26日 13:25
    首先,要把容許值加入選單。
    You will first need to add an authorized value list for it to appear in this menu
    首頁 ›管理 › 基本參數 › 容許值
    Get there: More > Administration > Basic Parameters > Authorized Values
    重要 Important
    批次匯入讀者時,容許值清單不是必備的。
    an authorized value list is not enforced during batch patron import.
    點選儲存。Click Save to save your new attribute
    新增之後,屬性將出現在屬性清單及新增/編輯讀者記錄的表格裡。
    Once added your attribute will appear on the list of attributes and
    also on the patron record add/edit form


    2.編輯/刪除讀者屬性 Editing/Deleting Patron Attributes
    在屬性清單裡,每個讀者屬性都有編輯與刪除連結。
    Each patron attribute has an edit and a delete link beside it on the list of attributes.
    建立之後,部份屬性的欄位不能編輯。
    Some fields in the attribute will not be editable once created:
    讀者屬性類型代碼 Patron attribute type code
    可重複 Repeatable
    唯一識別符號 Unique identifier
    使用中的屬性,不能刪除它。
    You will be unable to delete an
    2012年03月26日 13:25
    attribute if it's in use.                               

    2012年3月4日 星期日