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How to Login and Navigate

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					                                   TRUcat
                         Texas Regional Union Catalog

  WELCOME TO TRUCAT: HOW TO LOGIN AND NAVIGATE


TRUcat
1. What is TRUcat?
TRUcat stands for the Texas Regional Union Catalog. This is the name given to the catalog
participating libraries share. At this time, libraries in 46 towns have committed to joining the
project to create a shared union catalog. Participating libraries are located in the following
regions: West Texas Library System, the Northeast Texas Library System, and the Texas Trans-
Pecos Library System. The libraries in the project are primarily public with one community
college and a special library participating.

2. What is Koha?
Koha is the software used by the libraries for circulation, cataloging, and reporting functions. It
is also the software used to provide the online public access catalog (OPAC) for patrons to use to
search the catalog.

3. Where did Koha (kaw_ha) come from?
The name comes from the Maori (maow-ree) word for a gift or donation. The program was
written by the New Zealand company Katipo (kah_tee_paw) Communications for the
Horowhenua (haw_raw_fen_oo_a) Library Trust located in a small district on the west coast of
the North Island of New Zealand, in response to a need for a library program that would run at
branch libraries connected to the central library by ordinary phone lines. (For more information
go to the Koha Developers Wiki, FAQ at http://wiki.koha.org/doku.php?id=faq.)


HOW TO LOGIN
You will use the Staff Client database to perform staff functions such as: circulation, cataloging,
and reports. The URL for the Staff Client database is: http://wtls-staff.kohalibrary.com.



NOTE: The URL for the online public access catalog (OPAC) that patrons use to search the
library catalog in the library or from home is: http://wtls.kohalibrary.com/. You cannot use this
URL to check in/check out items to patrons, or to add or delete items, run reports or any other
staff function. You must be in the Staff Client database to do those tasks.




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STEP 1: Go to the URL for the Staff Client database (down arrow).

STEP 2: If you are not already logged into the Staff Client database, login in with your
username and password (left arrows).




STEP 3: You will see a screen like the one below. This is the Home screen. Notice you are in
the Koha Staff Client. You can determine this by looking at the tab on the left side (left arrow).
In the upper right hand corner you will see the name of your library (up arrow). If at any time
you need help, you can click on the Koha Manual or the question mark (down arrows).




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STEP 4: You have a number of options you can choose from the Home screen. You can
navigate the various features of Koha by either using the buttons on the bar (down arrow), by
entering information in a box (right arrow), by clicking on a heading (left arrow), or by clicking
on a subheading (up arrow). Which you choose is up to you.




HOW TO NAVIGATE
Let’s take a look at what screen you will see for Circulation, Patrons, Search, Lists, Cataloging,
Acquisitions, Reports, Tools and About Koha when you click on each on the Home screen.

I. CIRCULATION
When you click on Circulation either in the bar or on the heading on the Home screen you will
see a screen like the one below. From this screen you can do a number of different circulation
related tasks such as: search the catalog (upper right arrow), check out items, check in items
(upper left arrow), access the offline circulation file (lower left arrow), and run some circulation
reports (lower right arrow) related to holds and overdues.




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II. PATRONS
When you click on Patrons either in the bar or on the heading on the Home screen you will see a
screen like the one below.

From this screen you can do a number of different tasks related to patrons such as: search for
patrons (left arrow), check out items (middle up arrow), search the catalog (right up arrow) or
begin creating a new patron (down arrow).




When you search for a patron, you can either enter the patron’s name or card number in the
search box (down arrow) or you can browse by last name by clicking on one of the letters of the
alphabet in blue (right arrow).




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III. SEARCH
You can do a simple search for an item in the catalog from the Home screen by entering the
search term in the search box (down arrow).




To do an Advanced Search, click on the heading Search or on the word Search in the bar on the
Home screen. You will see a screen like the one below. Notice it says “Advanced Search” on the
tab (down arrow). You can limit your search in various ways (left arrows).




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IV. LISTS

When you click on Lists on the Home screen you will see a screen like the one below. Notice it
says Lists on the tab (left arrow).




Lists are permanent lists of items. Lists can be used to create reading lists as a readers' advisory
tool for example new books or best sellers. Items in a list are linked directly to your catalog.
There are three kinds of lists:
     Private lists can only be viewed and edited by the user who created the list. Any logged
        in patron can create a private list.
     Public lists can be viewed by the public (anyone) but only edited by the user who created
        the list. Any logged in patron can create a public list.
     Open lists can be viewed or edited by any user. Only staff can create open lists, but any
        patron can edit them via the OPAC once created

NOTE: Normally you will create a Public List that can be viewed by the public but only be
edited by the staff member who created the public list.

When you click on “New List” you will see a screen like the one below.




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V. CATALOGING
When you click on Cataloging on the Home screen you will see a screen like the one below.
Notice it says “Cataloging” on the tab (left arrow). Always search the catalog (down arrow) to
see if there is an existing record for the item you want to add before adding a new record to the
catalog (up arrows).




VI. ACQUISITIONS
When you click on Acquisitions on the Home screen you will see a screen like the one below.
Most libraries will not be using this feature.




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VII. REPORTS
When you click on Reports on the Home screen you will see a screen like the one below. From
this screen you can run a number of different reports.




VIII. TOOLS
When you click on Tools on the Home screen you will see a screen like the one below. From this
screen you can do a number of different tasks, for example the Calendar. The Calendar is where
you will set the days and hours the library is open as well as Holidays the library observes.




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IX. ABOUT KOHA
When you click on About Koha on the Home screen you will see a screen like the one below.
This screen gives you information about the version of Koha you are using. Additional
information can be found by clicking on one of the tabs (right arrow).




IX. “MORE” BUTTON
Notice that on many of the screens you will see a “More” button (up arrow).




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Click on “More” and you will see a drop box like the one below (left arrow). You can select any
of the options listed to go directly to that function.




This project is made possible by grants from the: US Institute of Museum and Library Services through the
Texas State Library and Archives Commission, Brown Foundation, Inc., Helen Jones Foundation, Inc., CH
Foundation, and the Permian Basin Area Foundation.


                                                                                                TSLAC




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