Koha 3.2 Manual - Learn how to administer, catalog, circulate, and manage serials

Sep 24, 2026

Uploaded by Noah

Koha 3.2 Manual provides structured guidance for configuring and running a Koha library system. It covers administration settings such as acquisitions, authorities, cataloging, circulation, OPAC, patrons, searching, and web services, then expands into operational tools like labels, patron cards, calendar events, notices, overdue triggers, inventory, and batch actions. Later sections detail patron management, circulation workflows, cataloging record handling, serial subscriptions, acquisitions and orders, reporting, and OPAC features including search results, enriched content, and personal account functions.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages206

Reading Time1 h 12 min

AccessFree to download

Administration

Global System Preferences

Basic Parameters

Patrons & Circulation

Catalog Administration

Acquisitions

Additional Parameters

Tools

News

Label Creator

Quick Spine Label Creator

Patron Card Creator

Calendar & Holidays

Comments/Reviews

Tag Moderation

CSV Profiles

Stage MARC Records for Import

Export Bibliographic and Holdings Data (MARC Export)

Patron Import

Task Scheduler

Notices

Patrons

Add a new patron

Editing Patrons

Patron Permissions

Circulation

Check Out (Issuing)

Check In (Returning)

Holds

Transfers

Circulation Reports

Cataloging

Bibliographic Records

Item Records

Authorities

Serials

Add a subscription

Receive Issues

Create a Routing List

Acquisitions

Setup

Vendors

Placing Orders

Receiving Orders

Reports

Custom Reports

Statistics Reports

OPAC

Search Results

Bibliographic Record

Lists & Cart

Enhanced Content

My Account

Koha 3.2 Manual (en) Nicole C. Engard ByWater Solutions/BibLibre Copyright © 2009, 2010, 2011 Nicole C. Engard/ByWater Solutions/BibLibre This manual is licensed under the GNU General Public License, version 3 or later Learn more about this license in the GPL3 Appendix Table of Contents 1. Administration 1.1. Global System Preferences 1.1.1. Acquisitions 1.1.2. Administration 1.1.3. Authorities 1.1.4. Cataloging 1.1.5. Circulation 1.1.6. Creators 1.1.7. Enhanced Content 1.1.8. I18N/L10N 1.1.9. Local Use 1.1.10. Logs 1.1.11. OPAC 1.1.12. Patrons 1.1.13. Searching 1.1.14. Serials 1.1.15. Staff Client 1.1.16. Web Services 1.2. Basic Parameters 1.2.1. Libraries & Groups 1.2.2. Item Types 1.2.3. Authorized Values 1.3. Patrons & Circulation 1.3.1. Patron Categories 1.3.2. Cities and Towns 1.3.3. Road Types 1.3.4. Patron Attribute Types 1.3.5. Circulation and Fine Rules 1.3.6. Library Transfer Limits 1.3.7. Item Circulation Alerts 1.4. Catalog Administration 1.4.1. MARC Bibliographic Frameworks 1.4.2. Koha to MARC Mapping 1.4.3. Keywords to MARC Mapping 1.4.4. MARC Bibliographic Framework Test 1.4.5. Authority Types 1.4.6. Classification Sources 1.4.7. Record Matching Rules 1.5. Acquisitions 1.5.1. Currencies and Exchange Rates 1.5.2. Budgets 1.5.3. Funds 1.6. Additional Parameters 1.6.1. Stop Words 1.6.2. Z39.50 Servers 2. Tools 2.1. News 2.2. Label Creator 2.2.1. Templates 2.2.2. Profiles 2.2.3. Layouts 2.2.4. Batches 2.3. Quick Spine Label Creator 2.4. Patron Card Creator 2.4.1. Templates 2.4.2. Profiles 2.4.3. Layouts 2.4.4. Batches 2.4.5. Manage Images 2.5. Calendar & Holidays 2.5.1. Adding Events 2.5.2. Editing Events 2.5.3. Additional Help 2.6. Comments/Reviews 2.7. Tag Moderation 2.8. CSV Profiles 2.8.1. Add CSV Profiles 2.8.2. Modify CSV Profiles 2.8.3. Using CSV Profiles 2.9. Stage MARC Records for Import 2.10. Staged MARC Record Management 2.11. Export Bibliographic and Holdings Data (MARC Export) 2.12. Patron Import 2.12.1. Creating Patron File 2.12.2. Importing Patrons 2.13. Patrons (anonymize, bulk-delete) 2.14. Upload Patron Images 2.15. Task Scheduler 2.15.1. Troubleshooting 2.16. Notices 2.16.1. Adding Notices 2.16.2. Existing Notices 2.17. Overdue Notice/Status Triggers 2.18. Log Viewer 2.19. Inventory/Stocktaking 2.20. Batch item modification 2.21. Batch item deletion 3. Patrons 3.1. Add a new patron 3.2. Add a Staff Patron 3.3. Add a Statistical Patron 3.4. Editing Patrons 3.5. Patron Permissions 3.5.1. Setting Patron Permissions 3.5.2. Patron Permissions Defined 3.6. Patron Information 3.6.1. Check Out 3.6.2. Details 3.6.3. Fines 3.6.4. Circulation History 3.6.5. Modification Log 3.6.6. Messaging 3.6.7. Notices 3.7. Patron Search 4. Circulation 4.1. Check Out (Issuing) 4.1.1. Checking Items Out 4.1.2. Check Out Messages 4.1.3. Check Out Warnings 4.2. Check In (Returning) 4.2.1. Checking Items In 4.2.2. Check In Messages 4.3. Circulation Messages 4.3.1. Setting up Messages 4.3.2. Adding a Message 4.3.3. Viewing Messages 4.4. Holds 4.4.1. Placing Holds in Staff Client 4.4.2. Managing Holds 4.4.3. Receiving Holds 4.5. Transfers 4.6. Set Library 4.7. Fast Add Cataloging 4.8. Circulation Reports 4.8.1. Holds Queue 4.8.2. Holds to pull 4.8.3. Holds awaiting pickup 4.8.4. Hold ratios 4.8.5. Transfers to receive 4.8.6. Overdues 4.8.7. Overdues with fines 4.9. Tracking Inhouse Use 4.10. In Processing / Book Cart Locations 4.11. Self Checkout 4.12. Offline Circulation Utility 4.12.1. Firefox Plugin 4.12.2. Offline Circ Tool for Windows 4.12.3. Upload Offline Circ File 5. Cataloging 5.1. Bibliographic Records 5.1.1. Adding Records 5.1.2. Editing Records 5.1.3. Duplicating Records 5.1.4. Merging Records 5.2. Item Records 5.2.1. Ad

FAQs

What does the Koha 3.2 Manual cover in the Administration section?

It explains global system preferences, including acquisitions, authorities, cataloging, circulation, OPAC, patrons, searching, serials, staff client, and web services, along with core parameters and additional configuration areas.

How does the manual guide patron and circulation workflows?

It provides steps for adding and editing patrons, setting permissions, and then covers circulation processes such as checking out and returning items, handling messages, holds, transfers, and running circulation reports.

What topics are included for cataloging and serials?

Cataloging guidance covers bibliographic and item records and authority handling, while serials guidance includes subscriptions, receiving issues, and routing lists, with further supporting staff/client configuration details.

Sep 24, 2026

Uploaded by Noah