Koha Migration Training Materials

• Koha Community Website
  Official website of the Koha ILS community.  Access news, documentation, release notes, etc.
• Koha Community YouTube Channel
  Videos created by the Koha community for Koha users.
• Koha Latest Manual
  The official and latest manual for Koha, maintained by the community.

The links on this page retrieve PDF copies of handouts provided as supplemental resources to Koha migration training.  You will need a PDF viewer in order to open these documents. 

You are welcome to print the linked handouts and exercises and share the link to this site with other members of your staff and users of the library. The link and documents should not be shared outside your organization or placed on any public website.

• Koha - General Keyboard Shortcuts
  A quick reference of keyboard shortcuts and hotkeys for use in Koha.
• Koha - Quick Launch Bar Introduction
  A handout on the Quick Launch Bar in Koha, giving a general explanation of its functions.
• Koha Searching - Advanced
  A quick guide on how to perform an advanced search in Koha.
• Koha Searching - Basic
  A quick guide on how to do a simple search in Koha.
• Koha Searching - Items
  A quick guide on how to perform an item specific search in Koha.

• Koha Cataloging Exercises
  Exercises to practice cataloging skills in Koha.
• Koha Circulation Exercises for Academic Libraries
  The following exercises are intended to help you practice the skills you learned during training. You may use your test server or a training server for these exercises. Example scenarios have been provided for each exercise. 
• Koha Circulation Exercises for Public Libraries
  Exercises to practice circulation skills in Koha.
• Koha Reports Exercises
  Exercises to practice basic report generation in Koha.
• Koha Serials Exercises
  Exercises to practice the serials module in Koha.

• Acquisition Configuration For Item Status
  By default, items ordered through acquisitions will move to a status of Available once they are received. This handout covers a system configuration that can add an intermediate status such as In Process or Cataloging.
• Basic Terms For Koha - Acquisitions
  A list of basic terms for the Acquisitions module of Koha.
• Closing Your Budget
  Details on year end roll over and closing a budget.
• Configuring Koha for EDI Acquisitions
  To use EDI ordering with Koha there are several configuration steps that must be completed. This handout covers relevant system preferences, creation of EDI accounts, and library EANs.
• Creating Acquisitions Baskets in Koha
  This handout covers the most common choices for manual orders for firm orders. It does not include standing order or EDI workflows which are addressed in separate handouts.
• Creating Acquisitions Vendor Accounts
  The basic process for creating a new vendor account in the Koha Acquisitions module.
• Creating Budgets and Funds
  Instructions for creating budgets and funds in Koha's Acquisitions module.
• EDI Ordering with Koha
  An overview of the EDI ordering process in Koha. 
• Invoicing and Receiving
  This handout covers the most common manual workflows for receiving and invoicing in Koha.
• Managing Standing Orders
  This handout covers the process of creating, receiving, and invoicing standing orders in Koha Acquisitions.

• Basic Terms for Koha - Administration
  A list of basic terms for the Administration module of Koha.
• Koha Authorized Values
  A handout that defines the Authorized Values as well as instructs how to create and edit your own.
• Koha OPAC Customization
  A brief look at the sections of the OPAC that can be edited as well as where to find the options to edit.
• Koha Patron Categories
  This handout details and defines Koha's Patron Categories.

• Basic Terms for Koha - Cataloging
  A list of basic terms for the Cataloging module of Koha.
• Configuring Koha Z39.50 search for OCLC
  Details on creating a new Z39.50 target with your OCLC credentials.
• Koha - Cataloging Keyboard Shortcuts
  A quick reference of keyboard shortcuts and hotkeys for use in Koha's Advanced Cataloging Editor.
• Koha Analytic Records
  Creating analytic records in Koha. An analytic is a bibliographic record created for an individual part of larger work.
• Koha Spine Label Creation
  A guide that walks through how to create spine labels in Koha's label creator.
• Workflow Options for OCLC and Koha
  Details on connection options for bringing your OCLC records into Koha.

• Adding New Patrons in Koha
  A guide on how to add new patrons into Koha.
• Basic Terms for Koha Circulation
  Quick reference for frequently used terms related to Koha Circulation
• Checking In Items In Koha
  A quick guide on how to check in items in Koha.
• Checking Out Items in Koha
  A brief guide on how to check out items in Koha.
• Editing Patron Information in Koha
  A quick guide on how to edit patron information within Koha.
• Koha Circulation Page Overview
  This handout contains an overview of the main circulation page in Koha, detailing the options that are found there.
• Koha Patron Search
  A quick guide on how to search for patrons within Koha.

• Basic Terms for Koha - Reports
  A list of basic terms for the Koha Reports Module.