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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/batchMod.tt (-2 / +2 lines)
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<h1>Batch Modify Items</h1>
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<h1>Batch modify items</h1>
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<p>This tool will allow you to modify a batch of item records in Koha.</p>
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<p>This tool will allow you to modify a batch of item records in Koha.</p>
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<p>If the items can be deleted they will be and you will be presented with a confirmation of your deletion.</p>
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<p>If the items can be deleted they will be and you will be presented with a confirmation of your deletion.</p>
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<p><strong>See the full documentation for <a href="http://manual.koha-community.org/3.10/en/batchmodifyitems.html">Batch Item Modifications</a> and <a href="http://manual.koha-community.org/3.10/en/batchdeleteitems.html">Batch Item Deletions</a> in the manual (online).</strong></p>
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<p><strong>See the full documentation for <a href="http://manual.koha-community.org/3.12/en/batchmodifyitems.html">Batch Item Modifications</a> and <a href="http://manual.koha-community.org/3.12/en/batchdeleteitems.html">Batch Item Deletions</a> in the manual (online).</strong></p>
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<p>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 (remove them from the system completely).</p>
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<p>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 (remove them from the system completely).</p>
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<p style="color: #990000;">Important: Patrons with outstanding fines or items checked out are not saved. They are not completely removed from the system (moved to the delete_borrowers table), but this tool does not provide as many checks as one may desire.</p
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<p style="color: #990000;">Important: Patrons with outstanding fines or items checked out are not saved. They are not completely removed from the system (they are only moved to the delete_borrowers table), but this tool does not provide as many checks as one may desire.</p>
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<p style="color: #990000;">Important: Before using this tool it is recommended that you backup your database. Changes made here are permanent.</p>
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<p style="color: #990000;">Important: The anonymization will fail quietly if AnonymousPatron preference does not contain a valid value.</p>
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<p>To either delete or anonymize patrons</p>
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<p>To either delete or anonymize patrons</p>
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<ul>
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<ul>
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	<li>Check the task you would like to perform (Delete or Anonymize)</li>
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	<li>Check the 'Verify' box on the task you would like to complete (Delete or Anonymize)</li>
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	<li>Enter a date before which you want to alter the data</li>
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	<li>Enter a date before which you want to alter the data</li>
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	<li>If deleting patrons you can also choose to find patrons with a specific expiration date or category</li>
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	<li>Click 'Next'</li>
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	<li>Click 'Next'</li>
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	<li>A confirmation will appear asking if you're sure this is what you want to happen</li>
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	<li>A confirmation will appear asking if you're sure this is what you want to happen</li>
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	<li>Clicking 'Finish' will delete or anonymize your data</li>
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	<li>Clicking 'Finish' will delete or anonymize your data</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Anonymizing Patrons in the <a href="http://manual.koha-community.org/3.1-/en/anonpatrons.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Anonymizing Patrons in the <a href="http://manual.koha-community.org/3.12/en/anonpatrons.html">manual</a> (online).</strong></p>
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<h1>CSV Profiles</h1>
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<h1>CSV profiles</h1>
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<p>CSV Profiles are created to define how you would like your cart or list to export.</p>
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<p>CSV Profiles are created to define how you would like your cart or list to export.</p>
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<p>Your CSV Profiles will appear on the export list or cart menu under the 'Download' button in both the staff client and the OPAC</p>
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<p>Your CSV Profiles will appear on the export list or cart menu under the 'Download' button in both the staff client and the OPAC</p>
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<p><strong>See the full documentation for CSV Profiles in the <a href="http://manual.koha-community.org/3.10/en/csvprofiles.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for CSV Profiles in the <a href="http://manual.koha-community.org/3.12/en/csvprofiles.html">manual</a> (online).</strong></p>
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<h1>MARC Export</h1>
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<h1>MARC export</h1>
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<p>Koha comes with a tool that will allow you to export your bibliographic, holdings and/or authority data in bulk. This can be used to send your records to fellow libraries, organizations or services; or simply for backup purposes.</p>
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<p>Koha comes with a tool that will allow you to export your bibliographic, holdings and/or authority data in bulk. This can be used to send your records to fellow libraries, organizations or services; or simply for backup purposes.</p>
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    <li>Click 'Export authority records'</li>
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    <li>Click 'Export authority records'</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Exporting MARC Records in the <a href="http://manual.koha-community.org/3.10/en/exportbibs.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Exporting MARC Records in the <a href="http://manual.koha-community.org/3.12/en/exportbibs.html">manual</a> (online).</strong></p>
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<h1>Holidays Calendar</h1>
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<h1>Holidays calendar</h1>
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<p>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:</p>
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<p>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:</p>
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<ul>
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<ul>
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    <li><em>Get there: </em>More &gt; Administration &gt; Global System Preferences &gt; Circulation &gt; <span class="link"><span class="link">useDaysMode</span></span>
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    <li><em>Get there: </em>More &gt; Administration &gt; Global System Preferences &gt; Circulation &gt; useDaysMode
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<ul>
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<ul>
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	<li>Choose the method for calculating due date - either include days the library is closed in the calculation or don't include them.</li>
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	<li>Choose the method for calculating due date - either include days the library is closed in the calculation or don't include them.</li>
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</ul>
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</ul>
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</li>
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</li>
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    <li><em>Get there:</em> More &gt; Administration &gt; Global System Preferences &gt; Circulation &gt; <span class="link"><span class="link">finescalendar</span></span>
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    <li><em>Get there:</em> More &gt; Administration &gt; Global System Preferences &gt; Circulation &gt; finescalendar
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<ul>
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<ul>
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	<li>This will check the holiday calendar before charging fines</li>
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	<li>This will check the holiday calendar before charging fines</li>
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</ul>
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</ul>
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<p>When adding or editing events you can get additional help by clicking on the question mark next to various different options on the form</p>
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<p>When adding or editing events you can get additional help by clicking on the question mark next to various different options on the form</p>
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<p><strong>See the full documentation for the Calendar in the <a href="http://manual.koha-community.org/3.10/en/calholidays.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the Calendar in the <a href="http://manual.koha-community.org/3.12/en/calholidays.html">manual</a> (online).</strong></p>
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<h1>Patron Import</h1>
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<h1>Patron import</h1>
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<p>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.</p>
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<p>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.</p>
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</li>
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</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Patron Import in the <a href="http://manual.koha-community.org/3.10/en/patronimport.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Patron Import in the <a href="http://manual.koha-community.org/3.12/en/patronimport.html">manual</a> (online).</strong></p>
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<p>Choose the text file and the date you want to mark all times as seen and click 'Submit.'</p>
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<p>Choose the text file and the date you want to mark all times as seen and click 'Submit.'</p>
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<p><strong>See the full documentation for Inventory in the <a href="http://manual.koha-community.org/3.10/en/inventory.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Inventory in the <a href="http://manual.koha-community.org/3.12/en/inventory.html">manual</a> (online).</strong></p>
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	<li>News on the circulation receipts will appear below the items that are checked out</li>
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	<li>News on the circulation receipts will appear below the items that are checked out</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for News in the <a href="http://manual.koha-community.org/3.10/en/tools.html#newstool">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for News in the <a href="http://manual.koha-community.org/3.12/en/tools.html#newstool">manual</a> (online).</strong></p>
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<h1>Notices & Slips</h1>
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<h1>Notices & slips</h1>
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<p>All notices and circulation receipts (or slips) generated by Koha can be customized using the Notices &amp; Slips Tool. The system comes with several predefined templates that will appear when you first visit this tool.</p>
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<p>All notices and circulation receipts (or slips) generated by Koha can be customized using the Notices &amp; Slips Tool. The system comes with several predefined templates that will appear when you first visit this tool.</p>
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    <li>On overdue notices make sure to use &lt;&lt;items.content&gt;&gt; tags to print out the data related to all items that are overdue.</li>
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    <li>On overdue notices make sure to use &lt;&lt;items.content&gt;&gt; tags to print out the data related to all items that are overdue.</li>
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</ul>
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</ul>
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<ul>
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<ul>
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    <li>The other option, only for overdue notices, is to use the &lt;item&gt;&lt;/item&gt; tags to span the line so that it will print out multiple lines One example for the &lt;item&gt;&lt;/item&gt; tag option is:&lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by &lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;, Barcode: &lt;&lt;items.barcode&gt;&gt; , Checkout date: &lt;&lt;issues.issuedate&gt;&gt;, Due date: &lt;&lt;issues.date_due&gt;&gt; Fine: &lt;fine&gt;USD&lt;/fine&gt; Due date: &lt;&lt;issues.date_due&gt;&gt; &lt;/item&gt;</li>
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    <li>The other option, only for overdue notices, is to use the &lt;item&gt;&lt;/item&gt; tags to span the line so that it will print out multiple lines One example for the &lt;item&gt;&lt;/item&gt; tag option is:&lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by &lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;, Barcode: &lt;&lt;items.barcode&gt;&gt; , Checkout date: &lt;&lt;issues.issuedate&gt;&gt;, Due date: &lt;&lt;issues.date_due&gt;&gt; Fine: &lt;&lt;items.fine&gt;&gt; Due date: &lt;&lt;issues.date_due&gt;&gt; &lt;/item&gt;</li>
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</ul>
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</ul>
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</ul>
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</ul>
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</li>
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</li>
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<pre>The following item(s) is/are currently overdue:
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<pre>The following item(s) is/are currently overdue:
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   &lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by &lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;, Barcode: &lt;&lt;items.barcode&gt;&gt; Fine: &lt;fine&gt;GBP&lt;/fine&gt;&lt;/item&gt;</pre>
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   &lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by &lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;, Barcode: &lt;&lt;items.barcode&gt;&gt; Fine: &lt;&lt;items.fine&gt;&gt; &lt;/item&gt;</pre>
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<p>Which, assuming two items were overdue, would result in a notice like:</p>
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<p>Which, assuming two items were overdue, would result in a notice like:</p>
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	<li>HOLD (Hold Available for Pickup)
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	<li>HOLD (Hold Available for Pickup)
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<ul>
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<ul>
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	<li>This notice is used if two criteria are met:
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	<li>This notice is used if two criteria are met:
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<ol type="1">
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<ol>
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    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
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    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
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	<li>The patron has requested to receive this notice
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	<li>The patron has requested to receive this notice
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<ul>
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<ul>
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</li>
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</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Notices in the <a href="http://manual.koha-community.org/3.10/en/notices.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Notices in the <a href="http://manual.koha-community.org/3.12/en/notices.html">manual</a> (online).</strong></p>
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</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for the Managing Staged MARC Records in the <a href="http://manual.koha-community.org/3.10/en/managestaged.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the Managing Staged MARC Records in the <a href="http://manual.koha-community.org/3.12/en/managestaged.html">manual</a> (online).</strong></p>
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<p>Once you have made the changes you want, you can click 'Save' and Koha will present you with the changed patron records.</p>
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<p>Once you have made the changes you want, you can click 'Save' and Koha will present you with the changed patron records.</p>
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<p><strong>See the full documentation for Batch Patron Modification in the <a href="http://manual.koha-community.org/3.10/en/tools.html#batchpatronmod">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Batch Patron Modification in the <a href="http://manual.koha-community.org/3.12/en/tools.html#batchpatronmod">manual</a> (online).</strong></p>
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<p>Sincerely, Library Staff</p>
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<p>Sincerely, Library Staff</p>
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<p><strong>See the full documentation for the Overdue Notice/Status Triggers in the <a href="http://manual.koha-community.org/3.10/en/noticetriggers.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the Overdue Notice/Status Triggers in the <a href="http://manual.koha-community.org/3.12/en/noticetriggers.html">manual</a> (online).</strong></p>
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<h1>Upload Patron Images</h1>
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<h1>Upload patron images</h1>
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<p>Patron images can be uploaded in bulk if you are allowing patron images to be attached to patron records. These images can also be used when creating patron cards.</p>
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<p>Patron images can be uploaded in bulk if you are allowing patron images to be attached to patron records. These images can also be used when creating patron cards.</p>
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<p style="color:#990000;">Important: There is a limit of 520K on the size of the picture uploaded and it is recommended that the image be 200x300 pixels, but smaller images will work as well.</p>
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<p style="color:#990000;">Important: There is a limit of 520K on the size of the picture uploaded and it is recommended that the image be 200x300 pixels, but smaller images will work as well.</p>
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<p><strong>See the full documentation for the Patron Image Uploader in the <a href="http://manual.koha-community.org/3.10/en/uploadpatronimages.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the Patron Image Uploader in the <a href="http://manual.koha-community.org/3.12/en/uploadpatronimages.html">manual</a> (online).</strong></p>
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<h1>Quote of the Day Uploader</h1>
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<h1>Quote of the day uploader</h1>
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<p>The Quote of the Day (QOTD) uploader allows for uploading of bulk quotes into the pool of quotes which serve as the source of the Quote-Of-The-Day (QOTD) feature in OPAC.</p>
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<p>The Quote of the Day (QOTD) uploader allows for uploading of bulk quotes into the pool of quotes which serve as the source of the Quote-Of-The-Day (QOTD) feature in OPAC.</p>
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    </ol>
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    </ol>
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</ol>
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</ol>
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<p><strong>See the full documentation for the Quote of the Day Uploader in the <a href="http://manual.koha-community.org/3.10/en/additionaltools.html#importquote">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the Quote of the Day Uploader in the <a href="http://manual.koha-community.org/3.12/en/additionaltools.html#importquote">manual</a> (online).</strong></p>
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<h1>Quote of the Day Editor</h1>
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<h1>Quote of the day editor</h1>
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<p>The Quote of the Day (QOTD) editor allows for editing of and adding to the pool of quotes which serve as the source of the Quote-Of-The-Day (QOTD) feature in OPAC.</p>
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<p>The Quote of the Day (QOTD) editor allows for editing of and adding to the pool of quotes which serve as the source of the Quote-Of-The-Day (QOTD) feature in OPAC.</p>
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    </ol>
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    </ol>
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</ol>
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</ol>
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<p><strong>See the full documentation for the Quote of the Day Editor in the <a href="http://manual.koha-community.org/3.10/en/additionaltools.html#QOTDEditor">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the Quote of the Day Editor in the <a href="http://manual.koha-community.org/3.12/en/additionaltools.html#QOTDEditor">manual</a> (online).</strong></p>
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<h1>Task Scheduler</h1>
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<h1>Task scheduler</h1>
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<p>The task scheduler is a way to schedule reports to run whenever you want.</p>
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<p>The task scheduler is a way to schedule reports to run whenever you want.</p>
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<p>Task scheduler will not work if the user the web server runs as doesn't have the permission to use it. To find out if the right user has the permissions necessary, check /etc/at.allow to see what users are in it. If you don't have that file, check etc/at.deny. If at.deny exists but is blank, then every user can use it. Talk to your system admin about adding the user to the right place to make the task scheduler work.</p>
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<p>Task scheduler will not work if the user the web server runs as doesn't have the permission to use it. To find out if the right user has the permissions necessary, check /etc/at.allow to see what users are in it. If you don't have that file, check etc/at.deny. If at.deny exists but is blank, then every user can use it. Talk to your system admin about adding the user to the right place to make the task scheduler work.</p>
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<p><strong>See the full documentation for the Task Scheduler in the <a href="http://manual.koha-community.org/3.10/en/taskscheduler.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the Task Scheduler in the <a href="http://manual.koha-community.org/3.12/en/taskscheduler.html">manual</a> (online).</strong></p>
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<h1>MARC Import</h1>
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<h1>MARC import</h1>
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<p>Importing records into Koha includes two steps. The first is to stage records for import.</p>
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<p>This tool can be used to import both bibliographic and authority records that are saved in MARC format. Importing records into Koha includes two steps. The first is to stage records for import.</p>
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<ul>
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<ul>
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	<li>First find the MARC file on your computer</li>
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	<li>First find the MARC file on your computer</li>
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	<li>Next you will be presented with options for record matching and item imports
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	<li>Next you will be presented with options for record matching and item imports
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<ul>
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<ul>
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	<li>Enter 'Comments about this file' to identify your upload when going to the 'Manage Staged MARC Records' tool</li>
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	<li>Enter 'Comments about this file' to identify your upload when going to the 'Manage Staged MARC Records' tool</li>
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    <li>Choose the character encoding</li>
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	<li>Tell Koha which type of file this is, bibliographic or authority</li>
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	<li>Choose whether or not you want to look for matching records
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	<li>Choose the character encoding</li>
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	<li>Choose whether or not you want to look for matching
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records
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<ul>
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<ul>
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	<li>You can set up record matching rules through the administration area</li>
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	<li>You can set up record matching rules through the administration area</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>Next choose what to do with matching records if they are found</li>
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	<li>Next choose what to do with matching records if they are found</li>
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	<li>Finally choose what to do with records that are unique</li>
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	<li>Finally choose what to do with records that are unique</li>
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	<li>Next you can choose whether or not to import the item data found in the MARC records</li>
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	<li>Next you can choose whether or not to import the item data found in the MARC records (if the file you're loading is a bibliographic file)</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>Click 'Stage for import'</li>
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	<li>Click 'Stage for import'</li>
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	<li>To complete the process continue to the Managed Staged MARC Records Tool</li>
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	<li>To complete the process continue to the Managed Staged MARC Records Tool</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for the MARC Import in the <a href="http://manual.koha-community.org/3.10/en/stagemarc.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the MARC Import in the <a href="http://manual.koha-community.org/3.12/en/stagemarc.html">manual</a> (online).</strong></p>
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<p>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.</p>
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<p>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.</p>
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<p><strong>See the full documentation for Tools in the <a href="http://manual.koha-community.org/3.10/en/tools.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Tools in the <a href="http://manual.koha-community.org/3.12/en/tools.html">manual</a> (online).</strong></p>
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<h1>Upload Cover Images</h1>
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<h1>Upload cover images</h1>
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<p>This tool will allow you to upload cover images for the materials in your catalog. To access this tool, staff will need the upload_local_cover_images permission. In order for images to show in the staff client and/or OPAC you will need to set your LocalCoverImages and/or OPACLocalCoverImages preferences to 'Display.' Images can be uploaded in batches or one by one.</p>
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<p>This tool will allow you to upload cover images for the materials in your catalog. To access this tool, staff will need the upload_local_cover_images permission. In order for images to show in the staff client and/or OPAC you will need to set your LocalCoverImages and/or OPACLocalCoverImages preferences to 'Display.' Images can be uploaded in batches or one by one.</p>
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<p>In the OPAC the cover images will also appear in the images tab, as well as next to the title and on the search results.</p>
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<p>In the OPAC the cover images will also appear in the images tab, as well as next to the title and on the search results.</p>
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<p><strong>See the full documentation for Uploading Cover Images in the <a href="http://manual.koha-community.org/3.10/en/uploadlocalimages.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for Uploading Cover Images in the <a href="http://manual.koha-community.org/3.12/en/uploadlocalimages.html">manual</a> (online).</strong></p>
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<h1>Log Viewer</h1>
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<h1>Log viewer</h1>
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<p>Actions within the Koha system are tracked in log files. Your system preferences can be changed to prevent the logging of different actions. These logs can be viewed using the Log Viewer Tool.</p>
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<p>Actions within the Koha system are tracked in log files. Your system preferences can be changed to prevent the logging of different actions. These logs can be viewed using the Log Viewer Tool.</p>
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<p>You will note that real names do not appear on the log, only identifying numbers. You need to use the identifying numbers when searching the logs as well.</p>
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<p>You will note that real names do not appear on the log, only identifying numbers. You need to use the identifying numbers when searching the logs as well.</p>
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<p><strong>See the full documentation for the Log Viewer in the <a href="http://manual.koha-community.org/3.10/en/logviewer.html">manual</a> (online).</strong></p>
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<p><strong>See the full documentation for the Log Viewer in the <a href="http://manual.koha-community.org/3.12/en/logviewer.html">manual</a> (online).</strong></p>
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