To export a framework simply click the 'Export' link to the right of framework title.

When you click 'Export' you will be prompted to choose what format to export the file in.

A framework exported this way can be imported into any other Koha installation using the import framework option.

An easy way to create a new framework is to import one created for your or another Koha installation. This framework would need to be exported from the other system using the instructions above to be available for import here.

To import a framework you first need to create a new framework. Once you have that framework, click 'Import' to the right of the new framework.

You will be prompted to find a file on your computer to import into the framework.

You will be asked to confirm your actions before the file is imported.

As your file is uploaded you will see an image that will confirm that the system is working.

Once your import is complete you will be brought to the framework edit tool where you can make any changes you need to the framework you imported.

Checks the MARC structure.

If you change your MARC Bibliographic framework it's recommended that you run this tool to test for errors in your definition.

Authority Types are basically MARC Frameworks for Authority records and because of that they follow the same editing rules found in the MARC Bibliographic Frameworks section of this manual. Koha comes with many of the necessary Authority frameworks already installed. To learn how to add and edit Authority Types, simply review the MARC Bibliographic Frameworks section of this manual.

Source of classification or shelving scheme is an Authorized Values category that is mapped to field 952$2 and 942$2 in Koha's MARC Bibliographic frameworks and stored in the items.cn_source field in the database.

Commonly used values of this field are:

If you chose to install classification sources during Koha's installation, you would see other values too:

4.6.1. Adding/Editing Classification Sources

You can add your own source of classification by using the New Classification Source button. To edit use the Edit link.

When creating or editing:

• You will need to enter a code and a description.

• Check the 'Source in use?' checkbox if you want the value to appear in the drop down list for this category.

• Select the appropriate filing rule from the drop down list.

 

Record matching rules are used when importing MARC records into Koha.

The rules that you set up here will be referenced with you Stage MARC Records for Import.

It is important to understand the difference between Match Points and Match Checks before adding new matching rules to Koha.

Match Points are the criteria that you enter that must be met in order for an incoming record to match an existing MARC record in your catalog. You can have multiple match points on an import rule each with its own score. An incoming record will be compared against your existing records (‘one record at a time’) and given a score for each match point. When the total score of the matchpoints matches or exceeds the threshold given for the matching rule, Koha assumes a good match and imports/overlays according your specifications in the import process. An area to watch out for here is the sum of the match points. Doublecheck that the matches you want will add up to a successful match.

Example:

Threshold of 1000

Match Point on 020$a 1000

Match Point on 022$a 1000

Match Point on 245$a 500

Match Point on 100$a 100

In the example above, a match on either the 020$a or the 022$a will result in a successful match. A match on 245$a title and 100$a author (and not on 020$a or 022$a) will only add up to 600 and not be a match. And a match on 020$a and 245$a will result in 1500 and while this is a successful match, the extra 500 point for the 245$a title match are superfluous. The incoming record successfully matched on the 020$a without the need for the 245$a match. However, if you assigned a score of 500 to the 100$a Match Point, a match on 245$a title and 100$a author will be considered a successful match (total of 1000) even if the 020$a is not a match.

Match Checks are not commonly used in import rules. However, they can serve a couple of purposes in matching records. First, match checks can be used as the matching criteria instead of the match points if your indexes are stale and out of date. The match checks go right for the data instead of relying on the data in the indexes. (If you fear your indexes are out of date, a rebuild of your indexes would be a great idea and solve that situation!) The other use for a Match Check is as a “double check” or “veto” of your matching rule. For example, if you have a matching rule as below:

Threshold of 1000

Match Point on 020$a 1000

Match Check on 245$a

Koha will first look at the 020$a tag/subfield to see if the incoming record matches an existing record. If it does, it will then move on to the Match Check and look directly at the 245$a value in the incoming data and compare it to the 245$a in the existing ‘matched’ record in your catalog. If the 245$a matches, Koha continues on as if a match was successful. If the 245$a does not match, then Koha concludes that the two records are not a match after all. The Match Checks can be a really useful tool in confirming true matches.

When looking to create matching rules for your authority records the following indexes will be of use:

4.7.2. Sample Bibliographic Record Matching Rule: Control Number

• Match threshold: 100

• Record type: Bibliographic

  Note

  If you'd like a rule to match on the 001 in authority records you will need the repeat all of these values and change just the record type to 'Authority record'

• Matchpoints (just the one):

• Search index: Control-number

• Score: 101

• Tag: 001

  Note

  this field is for the control number assigned by the organization creating, using, or distributing the record

• Subfields: a

• Offset: 0

• Length: 0

• Normalization rule: Control-number

• Required Match checks: none (remove the blank one)

On this page you can create, modify and delete OAI-PMH sets

4.9. Item search fields

From here you can add custom search fields to the item search option in the staff client.

To add a new search term simply click the 'New search field' button

• Name is a field for you to identify the search term

• Label is what will appear on the item search page

• MARC field allows you to pick which field you'd like to search in

• MARC subfield is the subfield you'd like to search in

• Authorised values category can be used to turn this search field in to a pull down instead of a free text field

Once your new field is added it will be visible at the top of this page and on the item search page