Koha Offline Circulation Tutorial

Koha Offline Circulation Tutorial

Tutorial Video: Koha Offline Circulation Tool

Tutorial Annotated PDF version (When the tab to screencast opens, click on the Download This Media option at the top of the screen.)

Download the Koha Offline Circulation Module. You can find a link on http://ckls.org on the Pathfinder Tips and Tricks page. (There is a shortcut on the right column of the home page.)

Once the module is downloaded, follow the installation wizard’s instructions.

You will only need to download and install the module once.

To Check out:

1. Open Koha Offline Circulation Module (KOC).
2. Make sure the Issues tab is selected.
3. Scan or type in the patron’s card number in the borrower card number box.
4. Tab to the Item Barcode Box.
5. Scan in your items.
6. After you have scanned in all the items for this patron, click OK.
7. A save window appears. Select the folder you wish to save in. (i.e. create a Koha folder in My Documents).
8. Rename the file to something you can easily remember (i.e. the date—Sept13 or 9-13-2011 or your choice)
9. Click save. From now on, the KOC will automatically save to this file.
10. You can check out to more patrons (Repeat steps 3-6). Each time you click okay, the information is added to the file you just saved (Sept13).
11. You can also save by going to Fileà Save As (in the KOC menu). Here you can rename the file and change the saved location.

To Check In:

1. If it is not already open, Open KOC.
2. Select the Returns Tab.
3. In the box, scan in each item to check in.
4. When you have checked in all the items, click ok. This new information is added to the same file you created when checking out (Sept13).
5. You can check in more items as they arrive. Each time you click OK, the information is added to the file you just saved (Sept13).

To upload into Koha Staff Client:

1. Open http://staff.ckls.org in Mozilla Firefox internet browser.
2. Log in using your staff login.
3. Go to Circulation.
4. On the circulation page, click the Koha Offline Circulation Uploader link at the bottom of the left column.
5. Browse for your file. (In this example you would go to My Documentsà Kohaà Sept13.koc). Click Open.
6. Once you have found your file, click Upload.
7. Once the file has uploaded, click process file.
8. Once Koha has processed the file, it will show a list of all the items checked out, and the patrons to whom they were checked out. It will also list all items checked in.
9. You have successfully uploaded your KOC file!

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