Koha 3.6 Public Catalog Overview

Koha

For the final video for your patrons, a quick overview of the Koha OPAC. It assumes that you offer certain features that you may or may not offer, so please review the video before sharing with your patrons. If I show things that you don’t offer then it might make sense to use any of the other individual section videos to help your patrons.

As always, if you have an idea for a video, please just let me know and I’ll add it to my list of things to record.

Ordering from a Staged File in Koha 3.6

Koha

I was doing some training earlier this month and found that a feature I thought I knew did more than I thought! This tutorial will show you how to order from a staged file and will cover some of the new things I learned while training a new Koha library.

As always, if you have an idea for a video, please just let me know and I’ll add it to my list of things to record.

Screencasts for Koha Bug/Ticket Reporting

Koha

Often I find myself writing a bug report or ticket that I know won’t make any sense to anyone but me. In those instances recording a short video of my actions usually makes me feel like I’ve made it easier for the developers or community members to understand what I’m reporting. This video will show you how to use Jing and Screencast.com to create your own short videos for bug and ticket reporting.

As always, if you have an idea for a video, please just let me know and I’ll add it to my list of things to record.

Advice for Beginners in the Koha Community

The attendees of the KohaCon12 Conference.

When I think back, I can’t remember my first involvement in the Koha community. I remember talking to Chris Cormack on IM nearly everyday before ever really communicating with the community has a whole. I remember trying to find a job working with Koha when it was time for me to move on from my first job, but still don’t remember really being involved in the community.

I read a great post by Siobhan Mckeown about participating in the WordPress community and I highly recommend reading it, but thought maybe I should do a Koha variation for those who want to get involved.

My own personal story started with a mentor, Chris, and lead to being Documentation Manager and a Koha trainer, but we all have different paths and different stories. I asked the community to answer a few questions to help me produce a well rounded post for you all, so here we go (following Siobhan’s model).

First tips

A couple of first tips from those who responded. Arslan from Pakistan points out:

First, I may make sure he/she knows the difference between the real Koha, and the other Koha :) the history part is important. Then the obvious thing to do is to get them familiarize with the wiki and read stuff. This newbie guide is still golden.

There is a group library on Zotero where articles about Koha and a bit of history can be found if you want to do your homework. Next, one community member makes the great suggestion to:

Dive in! The community is open and friendly, and any level of involvement (or lack thereof) is always up to you.

Get Involved With The Community

Like I said, I don’t remember when I started as an active community member, but I know that I started on the mailing list and can still remember my first time on IRC with the community and it was so much fun to get to talk to people all over the world who were using Koha.

Tomás Cohen Arazi of the Universidad Nacional de Córdoba suggests that new community members start with these very tasks:

Subscribe to the users list. Join the IRC chat so people know you and your work. The most important, be polite and keep in mind that everyone that answers your questions is spending his time to help you so be patient.

There is a great quote from Wikinomics1 about participating in open source that echoes Tomás’s statement about being polite:

Critiquing the community is a right reserved for those who have proved themselves by making valuable contributions

My first foray in to the Koha mailing list was as a ‘lurker.’ I hung around and read what everyone was saying. I got a feel for the tone, the software and the community dynamic this way. The people on the mailing lists and in the IRC channel have been around for varying lengths of time and have different areas of expertise, communicating with these people is the key to learning both how to use the software and how to participate.

Learn

There’s more to learn than just the software when it comes to Koha. You need to learn the culture. That comes with being involved and following the tips above. When it comes to learning the software though, the community had plenty of tips to share.

Before you can really dive in and start working on Koha, contributing to the codebase, you need to learn a few things. Bruce A. Metcalf at the The Augustan Society Library encourages new community members that:

The best way to learn about Koha, or any other program, is to install it (preferably in a sandbox) and play until you break it.

I agree and always tell people in training to go ahead and try to break Koha because that’s how they learn and how they come up with ways to improve the final product. Elaine Bradtke at Vaughan Williams Memorial Library adds:

Go to the Koha wiki, look for libraries near you, look at their OPAC, talk to someone who is using it, even better, if they can show you the inner workings and how they use the system.

I also recommend taking a look at the manual and Other Docs sections on the Koha site and my Education tab on ByWaterSolutions.com because I put a lot of info in there for learning how to use the product. As one anonymous respondent so nicely put it:

RTFM–it’s a well-written, helpful manual!

Nancy Keener from the Washoe County Library System had some additional pointers to share:

There are lots of links on the wiki that will direct someone with an interest. Look at Bugzilla, and get a sense of what kind of work is being done. Attend the IRC meetings. Don’t assume you know everything you need to know. Observe a while and ease into the action.

Another great tip that Siobhan shares that I couldn’t agree more with is to write what you learn. The best to absorb what you’re learning is to share what you’re learning. So start up a blog about your explorations in to Koha. Write about what you’ve learned about the culture, what you’ve learned about using Koha and what you’ve learned about contributing to Koha. This not only helps you remember things and see things in a new light, but also helps others like you who are trying to break in to the community.

Find a Mentor

I wouldn’t be where I am today without my Koha community mentor – Chris Cormack. He pointed me in the right direction, helped me install Koha and the encouraged me to do things that I didn’t think I could (like submit my first patch). But don’t limit yourself either. I see several community members as mentors in different ways. For example Owen Leonard helps me with design issues all the time and while he’s not actively teaching me, his helpfulness and awesome work make me want to learn more and try new things in the area of design. In fact I recently wrote my first snippet of JQuery to change a small display issue in Koha.

BWS Johnson commented about her mentors:

I guess Chris Cormack was sort of my mentor, or even Stephen Hedges. There was nothing formal, but I really feel like Stephen got me through the door when I had a long phone conversation with him about the software before I started using it at Hinsdale.

Manny Tamayao from the Philippines points out that a mentor was a great help in getting Koha up and running:

Yes, it helps alot because you can understand the technical aspect on how to do Koha installation.

And most other respondents pointed out that just being in IRC was like having a bunch of mentors to turn to at any time. Others had specific people to thank like Elaine:

I spent a little time talking to Jared Camins-Esakov in person, when he worked at the Numismatic library,. This was just as we were starting to test the system with a small batch of our own data, and in many ways our two library collections had similar challenges in the conversion process. He was and continues to be very helpful.

And Arslan who had many many helpers:

Almost everyone is my mentor in #koha. When I joined I asked a lot of stupid questions (without reading the wiki) and somehow everyone had the patience to help me. Katrin taught me how to sign off bugs. She literally walked me through each small step. When I had to do some project for my MLIS degree, I asked Brooke how about I deploy Koha in one of the local library. She said go for it. I said but it will be my first time. She said don’t worry go for it we’ll all help you. And I was told multiple times ‘you will be fine:) Brooke helped me and wrote detailed answers on how I can ‘manage’ my workflow, she taught me how when cataloging books, there is a quick way to do it, and then there is a proper way to do it. Explained both in detail. Katrin and Jared helped me whenever I needed help somewhere. I remember they helped with the custom MARC framework creation…. hiding vs. removing fields… etc. So Brooke and Katrin are my mentors. Brooke is awesome. All the awesome people of Koha are keeping this community alive.

And others still were happy to have a support vendor, like Nancy is:

My support vendor was a great help and gave me and my library the confidence to plunge ahead. I felt very positive about the community and the work they do. A great group of people.

Final Tips

In closing, Koha is like a family. I love going to the annual conference and seeing everyone and getting catch up and hang out in person. Getting involved with this group is something that you’ll never regret.

Elaine seems to agree with me when she comments on how the community has welcomed her:

Patience and generosity, our fellow Koha users seem to have an abundance of them. It makes all the difference in the world.

And Nancy wants to remind us all:

Be willing to participate. No matter if it is funding a development, being a developer, testing patches, it is very important to help move things along.

I want to thank all those who participated in this little survey of mine. As promised I would share the results publicly, so here’s the spreadsheet with the answers (emails removed). The answers were enhanced with links and capitalization, but no other changes were made.

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1. Tapscott, Don, and Anthony D. Williams. “Embracing open source culture and strategy.” In Wikinomics: How mass collaboration changes everything, 82-83. Expanded Edition. New York, NY: Penguin USA, 2008. www.wikinomics.com/book/

Free Koha Intro Webinars

Koha

Join me for one of these free Koha introductory webinars!!

Learn more about Koha on ByWater’s What is Koha? page.

Setting My Privacy in Koha 3.6

Koha

A little while ago I showed your patrons how to access their reading history, but I forgot to tell them how to update their privacy settings, so here you go. This tutorial video will help your patrons set their reading privacy in the OPAC.

As always, if you have an idea for a video, please just let me know and I’ll add it to my list of things to record.