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add 'get there' notes to tools
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@ncbaratta
ncbaratta committed Jan 18, 2011
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<para>Tools in Koha all perform some sort of action. Often many of the
items listed under Tools in Koha are referred to as 'Reports' in other
library management systems. </para>
library management systems.</para>

<itemizedlist>
<listitem>
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<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
News</para>
Additional Tools &gt; News</para>
</listitem>
</itemizedlist>

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<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Label
Creator</para>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
&gt; Label Creator</para>
</listitem>
</itemizedlist>

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<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Quick
Spine Label Creator</para>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
&gt; Quick Spine Label Creator</para>
</listitem>
</itemizedlist>

<tip>
<para>This tool does not use the label layouts or templates, it simply
prints a spine label in the first spot on the label sheet. </para>
prints a spine label in the first spot on the label sheet.</para>

<itemizedlist>
<listitem>
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</tip>

<para>To use this tool you simply need the barcode for the book you'd
like to print the spine label for. </para>
like to print the spine label for.</para>

<screenshot>
<screeninfo>Quick Spine Label Creator</screeninfo>
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<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patron
Card Creator</para>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
and Circulation &gt; Patron Card Creator</para>
</listitem>
</itemizedlist>

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<section id="calholidays">
<title>Calendar &amp; Holidays</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
Additional Tools &gt; Calendar</para>
</listitem>
</itemizedlist>

<para>Libraries can define library closings and holidays to be used when
calculating due dates. You can make use of the Calendar by turning on
the proper system preferences:</para>
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<section id="comments">
<title>Comments/Reviews</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
and Circulation &gt; Comments</para>
</listitem>
</itemizedlist>

<para>All comments added by patrons via the OPAC to bibliographic
records require moderation by the librarians. To moderate comments
simply click 'Approve' or 'Delete' to the right of the comments awaiting
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<section id="tagsmoderation">
<title>Tag Moderation</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
and Circulation &gt; Tags</para>
</listitem>
</itemizedlist>

<para>Depending on your <link linkend="taggingprefs">tagging system
preferences</link>, librarians may need to approve tags before they are
published on the OPAC. This is done via the Tag Moderation Tool.</para>
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<section id="csvprofiles">
<title>CSV Profiles</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
Additional Tools &gt; CSV Profiles</para>
</listitem>
</itemizedlist>

<para>CSV Profiles are created to define how you would like your cart or
list to export.</para>

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<section id="stagemarc">
<title>Stage MARC Records for Import</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
&gt; Stage MARC records for import</para>
</listitem>
</itemizedlist>

<para>Importing records into Koha includes two steps. The first is to
stage records for import.</para>

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</section>

<section id="managestaged">
<title>Staged MARC Management</title>
<title>Staged MARC Record Management</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
&gt; Staged MARC Record Management</para>
</listitem>
</itemizedlist>

<para>Once you have <link linkend="stagemarc">staged</link> your records
for import you can complete the import using this tool.</para>
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</section>

<section id="exportbibs">
<title>Export Bibliographic &amp; Holdings Data (MARC Export)</title>
<title>Export Bibliographic and Holdings Data (MARC Export)</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
&gt; Export Bibliographic and Holdings Data</para>
</listitem>
</itemizedlist>

<para>Koha comes with a tool that will allow you to export your
bibliographic and/or holdings data in bulk. This can be used to send
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<section id="patronimport">
<title>Patron Import</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
and Circulation &gt; Import Patrons</para>
</listitem>
</itemizedlist>

<para>The patron import tool can be used at any time to add patrons in
bulk. It is commonly used in universities and schools when a new batch
of students registers.</para>
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<section id="anonpatrons">
<title>Patrons (anonymize, bulk-delete)</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
and Circulation &gt; Patrons (anonymize, bulk-delete)</para>
</listitem>
</itemizedlist>

<para>This tool allows you to bulk anonymize circulation histories (this
means that you keep records of how many times items were checked out -
but not the patrons who checked the items out) or bulk delete patrons
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<section id="uploadpatronimages">
<title>Upload Patron Images</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
and Circulation &gt; Upload Patron Images</para>
</listitem>
</itemizedlist>

<para>Patron images can be uploaded in bulk if you are <link
linkend="patronimages">allowing patron images</link> to be attached to
patron records. These images can also be used when creating <link
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<section id="taskscheduler">
<title>Task Scheduler</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
Additional Tools &gt; Task Scheduler</para>
</listitem>
</itemizedlist>

<para>The task scheduler is a way to schedule reports to run whenever
you want.</para>

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<section id="notices">
<title>Notices</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
and Circulation &gt; Notices</para>
</listitem>
</itemizedlist>

<para>All notices sent by Koha can be customized using the Notices Tool.
The system comes with several predefined templates that will appear when
you first visit the Notices Tool</para>
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<section id="noticetriggers">
<title>Overdue Notice/Status Triggers</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Patrons
and Circulation &gt; Overdue Notice/Status Triggers</para>
</listitem>
</itemizedlist>

<para>In order to send the overdue notices that you defined using the
<link linkend="notices">Notices</link> tool, you need to first set the
triggers to have these messages.</para>
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<section id="logviewer">
<title>Log Viewer</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt;
Additional Tools &gt; Log Viewer</para>
</listitem>
</itemizedlist>

<para>Actions within the Koha system are tracked in log files. Your
<link linkend="logs">system preferences</link> can be changed to prevent
the logging of different actions. These logs can be viewed using the Log
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<section id="inventory">
<title>Inventory/Stocktaking</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
&gt; Inventory/Stocktaking</para>
</listitem>
</itemizedlist>

<para>Koha's Inventory Tool can be used in one of two ways, the first is
by printing out a shelf list that you can then mark items off on, or by
uploading a text files of barcodes gathered by a portable
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<section id="batchmodifyitems">
<title>Batch item modification</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
&gt; Batch item modification</para>
</listitem>
</itemizedlist>

<para>This tool will allow you to modify a batch of item records in
Koha.</para>

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<section id="batchdeleteitems">
<title>Batch item deletion</title>

<itemizedlist>
<listitem>
<para><emphasis>Get there:</emphasis> More &gt; Tools &gt; Catalog
&gt; Batch item deletion</para>
</listitem>
</itemizedlist>

<para>This tool will allow you to delete a batch of item records from
Koha.</para>

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<para>Upon clicking on the link to 'Late Orders' from the Acquisitions
page you will be presented with a series of filter options on the left
hand side. </para>
hand side.</para>

<screenshot>
<screeninfo>Acquisitions Late Order Filters</screeninfo>
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