Koha Librarians Workshop

Alex Buckley and Aleisha Amohia

18 June 2021

Agenda

• Introductions
• What's new in Koha 20.11?
• Customising your OPAC/public interface

• Making Koha data useful to your users
• Customising your staff client
• Resources for writing SQL reports

• Writing SQL reports

• What's new in Koha 21.05?
• Contributing to the Koha Community
• Q&A

Introductions

• Who you are
• How long you have been using Koha
• What you hope to get out of this workshop

Alex Buckley

• Koha Developer at Catalyst since 2015
• Based in Nelson
• Data migrations, new implementations, integrations, training

Aleisha Amohia

• Koha Developer at Catalyst since 2014
• Development, mentoring, communications

Test sites for today's training

https://demo.catalyst-koha.com.au/

https://demo-admin.catalyst-koha.com.au/

What's new in Koha 20.11?

Read the blog post

• Group circulation by item type
• Specify a reason when cancelling a hold, send a notice
• Hide chosen fields from the OPAC suggestions form
• Custom destination for failed overdue notices
• Add ability to attach a cover image an item level
• Enhanced high holds
• Default lost item fee refund on return policy
• Holds history for patrons in OPAC
• Accessibility

Customise the OPAC

Tutorial

OPAC system preferences

• OPACAdvSearchOptions - Hide options from the OPAC advanced search page
• OPACSuggestionsUnwantedFields - Hide fields from OPAC suggestion page
• hidelostitems - Hide lost items from search and detail pages
• HighlightOwnItemsOnOPAC & HighlightOwnItemsOnOPACWhich - Move items to the front and increase font size from patrons home library

OPAC system preferences

• OPACHighlightedWords - Choose if patrons search terms are highlighted in result and detail pages
• NotHighlightedWords - Stopwords that should never be highlighted
• OPACMySummaryHTML - Add a column in the tables on the 'My summary' and 'My checkout history' pages for logged in OPAC users
• OPACNoResultsFound - HTML to be displayed when no results are found for an OPAC search

OPAC system preferences

• OPACUserSummary - Show summary of checkouts, overdues, holds and charges on OPAC home page
• OPACReportProblem - Allow patrons submit problems in OPAC to KohaAdminEmailAddress
• OPACHiddenItems - Rules to hide items from OPAC
• OPACHiddenItemsExceptions - Patron categories that can see otherwise hidden items

Style your OPAC

• Additional stylesheets
• OPACUserCSS

/* Hide the no image found image */
.no-image { display: none; }


/* Hide the MARC view and ISBD view tabs */
#views > .view > a:not(#Normalview) 
{ display: none; }

Make your OPAC accessible

• Use headings well
• Use Koha News to show custom content in your installed languages
• Avoid including images of text, just use text
• Images that add information must have alt text

Take a break

Making Koha data useful to your users

Read the blog post

• Put Koha data on other webpages that your users are on
• Collect useful data about patrons using Koha extended attributes
• Exhibit your catalogue

Customise the staff client

• IntranetCirculationHomeHTML
• IntranetmainUserblock
• IntranetNav
• IntranetReportsHomeHTML
• IntranetCatalogSearchPulldown
• IntranetUserJS
• IntranetUserCSS

Using system preferences!

• Hide fields from forms
• Hide columns in tables

Resources for writing SQL reports

Koha reports wiki

• https://wiki.koha-community.org/wiki/SQL_Reports_Library
• https://wiki.koha-community.org/wiki/SQL_Reports_Circulation
• https://wiki.koha-community.org/wiki/SQL_Reports_Patrons
• https://wiki.koha-community.org/wiki/SQL_Reports_Holds

Resources for writing SQL reports

Mana Knowledge Base

Watch the video tutorial

Read the blog post

Koha Database Schema

W3 schools

Tutorials point

Writing SQL reports

Important

Always run your report on your test site before trying it in production.

Do not query the action_logs table, use the Log Viewer Tool instead.

Do not refresh the page which running a report, and do not press Run more than once.

SELECT

SELECT biblionumber
FROM biblio

SELECT count(*) 
FROM auth_header

SELECT firstname, surname, email
FROM borrowers

SELECT + WHERE

SELECT count(*) 
FROM statistics 
WHERE type = "issue"

SELECT count(*) 
FROM items
WHERE barcode IS NULL

SELECT count(*) 
FROM items
WHERE barcode IS NOT NULL

SELECT + LIKE

SELECT surname AS Surname, 
firstname AS "First Name", 
cardnumber AS "Card Number", 
email AS Email
FROM borrowers
WHERE email NOT LIKE '%_@__%.__%'
ORDER BY email DESC

SELECT + DISTINCT

SELECT DISTINCT(itype) AS 'item types'
FROM items

SELECT + AND

SELECT itemnumber, barcode 
FROM items 
WHERE homebranch = 'CPL'
AND ccode = 'FIC'

SELECT + OR

SELECT b.title, b.author, i.itemcallnumber, i.barcode 
FROM items i 
LEFT JOIN biblio b USING (biblionumber) 
WHERE i.barcode IS NOT NULL
OR i.ccode IS NOT NULL

SELECT + NOT

SELECT DISTINCT firstname
FROM borrowers
WHERE NOT firstname LIKE "A%"

PARAMETERS

SELECT biblio.biblionumber, biblio.title
FROM biblio 
WHERE biblio.frameworkcode=<<Please enter the framework code to filter on>>

SELECT itemnumber, barcode, ccode
FROM items
WHERE homebranch= <<Select the homebranch|branches>> 

PARAMETERS

SELECT itemcallnumber, barcode 
FROM items
WHERE ccode = <<Enter a collection code|CCODE>>

SELECT + ORDER BY

SELECT surname, firstname 
FROM borrowers
WHERE branchcode=<<Select the borrower branch|branches>>
ORDER BY surname, firstname ASC

SELECT surname, firstname 
FROM borrowers
WHERE branchcode=<<Select the borrower branch|branches>>
ORDER BY surname DESC, firstname ASC

SELECT + LIMIT

SELECT *
FROM statistics
WHERE branch = 'CPL'
LIMIT 20

JOIN

SELECT b.biblionumber, b.title, i.barcode 
FROM biblio b
LEFT JOIN items i USING (biblionumber)
WHERE b.frameworkcode=<<Please enter the framework code to filter on>>

SELECT + GROUP BY

SELECT count(items.itemcallnumber) AS 'Number of Items', 
items.itemcallnumber 
FROM items 
GROUP BY items.itemcallnumber 
ORDER BY items.itemcallnumber ASC

SELECT + HAVING

SELECT GROUP_CONCAT(biblionumber SEPARATOR ', ') AS 'Duplicate biblionumbers', isbn 
FROM biblioitems 
GROUP BY isbn 
HAVING COUNT(isbn)>1

MARC

SELECT ExtractValue(metadata,'//datafield[@tag="245"]/*') AS 'Full Title information' 
FROM biblio_metadata 
WHERE biblionumber=<<Enter a biblionumber>>

Display your data

Take a break

What's new in Koha 21.05?

Read the blog post

• Automatically link authorities to biblios while cataloguing
• Default order of MARC subfields
• 'Transfers to send' report
• Shibboleth-only mode for single sign-on
• Easy printing of patron check-in slip
• Automatic checkin at end of loan period
• Default hold expiration date
• Preview SQL from list of saved reports
• Take a list parameter in reports

Contributing to Koha

• Share your usage statistics with Hea
• Share content with the Koha Community with ManaKB
• Contribute directly
  • Test patches
  • Write patches
  • Sponsor bug fixes and enhancements

Any questions?

Thank you for coming!

Slides: https://slides.com/aleisha/koha-lib-workshop/