Koha should be accessed using Firefox or Chrome.  Internet Explorer/Edge/Safari, etc *should* work on the patron side (pop ups need to be allowed).  On the staff side, Firefox is the preferred browser.

**Just a quick reminder – please play with this at work and not at home.  You would be able to access patron files at home and that creates a privacy issue.  Thanks!**

Task One:

• Search the catalog for your favorite author (or subject). Add three items from the search results to a private list (name your list your first initial last name: ckowalikhappy) (for help: http://manual.koha-community.org/3.22/en/opaclistscart.html#opaclists)
• Open your list and print it out.   (http://manual.koha-community.org/3.22/en/opaclistscart.html#opaccart)
• Open any list and place a hold on a title or two.  (http://manual.koha-community.org/3.22/en/opacplacehold.html)

Task Two:

• keyword/library catalog search.  (http://manual.koha-community.org/3.22/en/searchguide.html#searchguide-basics)
• Search the catalog for a specific author or series using the keyword/library catalog search.
  • Now open up the detail page for a record (click on the title on a list or search results page) and choose to search for the title in another database by choosing one under ‘More Searches’ on the right.
• Search the catalog via the advanced search page for a title and author combination.
• Search using the advanced search page for a keyword in the title field and limit your results to one or two item types.
• Search for your favorite topic. Use the filters on the left to find more specific results.
• Open up the detail page for a record (click on the title on a list or search results page) and choose to search for the title in another database by choosing one under ‘More Searches’ on the right.

Task Three:

• Find your record by looking up your last name
• Check out a book to yourself.  http://manual.koha-community.org/3.22/en/circulation.html#checkingout
• Place a hold on a book for yourself. http://manual.koha-community.org/3.22/en/holds.html#holdsinstaff
• Find a title with several holds on it. Move the person at the bottom of the holds queue to the top. http://manual.koha-community.org/3.22/en/holds.html#manageholds
• Find a title with several holds on it. Move the person at the top of the queue down a spot or two.
• Cancel that hold that you put on your account.
• Check in an item with a hold on it and confirm the hold. http://manual.koha-community.org/3.22/en/holds.html#receiveholds
• Check in the item you checked out to yourself. http://manual.koha-community.org/3.22/en/checkingin.html

Task Four:

• Using a character from a book or tv show, create a new adult patron in the system.  http://manual.koha-community.org/3.22/en/patrons.html#addnewpatron
• Check out a book to your new adult patron and specify a due date. http://manual.koha-community.org/3.22/en/circulation.html#checkingout
• Mark one of the items checked out to your adult patron as lost. Confirm that the patron was charged the item’s replacement price.  http://manual.koha-community.org/3.22/en/catitems.html#itemquickedit
• Pay off one line item on your patron’s account. http://manual.koha-community.org/3.22/en/patroninformation.html#payfines
• Leave a message for your adult patron via the check out screen. http://manual.koha-community.org/3.22/en/circmessages.html
• Make another new patron for the same household using the “Duplicate Patron” option.  http://manual.koha-community.org/3.22/en/duplicatepatron.html

Task Five:

• Check in an item. (http://manual.koha-community.org/3.22/en/checkingin.html)
• Check in an item with a hold on it and confirm the hold. (https://manual.koha-community.org/3.22/en/holds.html#receiveholds)
• Record local (in house) use for a material.  (http://manual.koha-community.org/3.22/en/trackinhouse.html)

 

Task Six:

• Click on Advanced Search
• In the first search box, change the drop down to “subject phrase” and type in Linux.  In “Item Type” limit to Book.  Hit search.  How many results do you get back?
• Hit the back arrow on the browser.
• In the second search “box” (string) leave the first box at “and,” change the next drop down to “Author Phrase,” and type O’Reilly & Associates, Inc in the 3^rd box and search again.  Give me the title of the book you found.

Under the call number on the results of this book there is the phrase “Browse the shelf” in blue type.  Click on that.  What books are to the immediate left and the immediate right of your result?

• Now in the Advanced Search, search for title To Kill A Mockingbird and Author Lee, Harper with an item limit of book.
• Click on the first record – what is the Readometer score?  Click on the Readometer box and check out what comes up.
• Go back to the record and click on the tab “Book reviews by critics” to see book reviews.
• Search to see if there is a Large Print version of To Kill a Mockingbird
• Search to see if there is a DVD version available.

 

 Task Seven:

• Here is a scenario:  You have a patron filling out a library card application.  All of a sudden, you have a long line.  You and your backup are doing everything you can to move the line along.  The patron finishes the application and also has a pile of children’s books to check out.  You have already checked the person’s ID and looked for a duplicate card, you can do the following to speed the process along:
  • Click on patrons
  • Click on Quick Add New Patron
  • Select the patron category (FYI – the categories that are still in all caps will be deleted before the system goes live.)
  • Now add the patron’s last name, date of birth, card number, and home library
  • Save the patron.
  • Check something out to that patron
  • When the transaction is done click on “print slip” to print receipt (We don’t have the other parts of the person’s account set up yet).
• Pretend it has slowed down and you can now go back in to fully add the patron.
  • Go into patrons and search for the last name.
  • Click on the edit box on the right hand side of the row with the patron’s name
  • Modify the patron’s account to include all the information needed.
  • In the Patron messaging preferences, mark that the patron wants everything but “item check in” sent to them via SMS (text messaging) and add a cell phone number and provider in.  (Note – no dashes or parentheses when adding a number in the SMS field.  Also, the patron needs to give you their provider for this to work correctly).
  • Save the patron
• That patron comes back in and states that they have lost the card they just got
  • Edit the patron’s account and give them a new barcode number.
  • Click on the “Fines” selection on the left side.  Click on “Create Manual Invoice” Add a $1.00 bill for a lost card.
  • Click on Pay Fines and pay the $1.00 bill