Frequently Asked Questions

Koha: FAQ

We are pleased to announce the release of a new system preference for Koha:IndependantSuggestions.This system preference allows you to limit suggestions that you see in acqusitions to your branch only. This is an alternative to the system preference IndependantBranches (which also alllows this but restricts the visibility of other items as well).When ordered through acquisitions, Suggestions are now also ...




Yes. Koha supports OAI/PMH. Trove can harvest your catalogue directly. You can define rules for inclusion.

Alternatively you can export MARC for manual upload to trove.






The patron profile form in the Koha Staff Client and the OPAC allows for considerable detail to be recorded about library users.Some of this such as Date of Birth and Gender is irrelevant to most libraries and makes the form more complicated and distracting than it needs to be.These fields can be selectively hidden in both the Staff Client and the OPAC if they are not used by your library. Follow these simple steps:To hide the DOB and gender fields in the ...
Other networks using Inter-SearchNetworks using Inter-Search include GLASS (GLINN/LOTTS network), LILLI (Legal Inter-Library Loans Interchange), ALLA Victoria (Legal Libraries), Qshare (QLD government/organisational) and ALIES (Australasian Libraries in Emergency Services) and of course GratisNet (Health/Medical).
Joint network memberships are available - the first joint network membership is 50% of the annual fee. Subsequent network memberships are free. Membership ...
The desktop library system is software that runs on your Windows PC which can operate both standalone and connected to your Koha/DSpace system. If your internet connection is down temporarily, circulation transactions will be stored and forward to Koha or DSpace.On this screen once you have set it up (contact us for information on accessing the configuration options) you will be able to search your Koha catalogue using the Search field at the ...
Users may be prompted with a popup / warning upon attempting to download the file: Select 'Show more' and 'Keep anyway.' Users also may encounter a warning from Windows Defender like the following upon completing the file download: The file itself may need to be downloaded again once it has been 'allowed' by the antivirus software.Users may also encounter a warning such as this from Microsoft Defender SmartScreen: First launching of the ...
Adding itemsItems can be added and removed from the 'cataloguing' menu, accessible from the main menu. Once an item has been added, it will appear as a blank entry on the top of the list of item entries with an auto generated catalogue ID. Details can be added by entering text into the corresponding field. These details will be automatically saved. You can add different types of items by selecting the 'Item Types' tab. Select an item type and ...
We have implemented a function allowing patrons to reset their password from the OPAC home page. Using industry practice for self-service password reset, it will email the patron a personalised link which they can use to change their password. This password reset option can be added to the list of useful links in the OPAC sidebar which are specified in the opacnav system preference.Patrons who have forgotten their password and click on the ...
Open up the StandaloneLMS program and access the configuration screen to input the following information to configure the program for your library. (If you do not remember how to access the configuration screen just ask.)


Koha Staff Client Web Address: This is the address for your Koha staff client, and usually has the word admin in the beginning. You do not need to input the "http://"
Koha Admin User & Koha Admin: These fields are for the ...
The StandaloneLMS software is a program created at Prosentient to simplify on- and off-line self checkout. It requires a Windows computer and access to a Koha installation hosted by Intersearch.



Download StandaloneLMS.zip.
Open .zip file on the computer you wish to use as a self-checkout terminal.
Open "Release" folder.
Doubleclick StandaloneInstall.msi (if a warning comes up about an unverified publisher, click Run).
On the Welcome to the ...

The Batch Item Modification tool on the Tools page can be used to make a consistent change to a batch of Koha item records represented by a list of barcodes.

A typical application for this sort of tool is when you need to change a subset of the data in a particular field from one value to another.



In this downloadable case study a librarian wishes to change the home library for all the items in a branch which is ...
To run the StandaloneLMS program for Koha, navigate to the folder where you installed it on your self-checkout machine (the default is called Prosentient Systems Pty Ltd/StandaloneLMS) and run the StandaloneLMS.exe.



On this screen once you have set it up (contact us for information on accessing the configuration options) you will be able to search your Koha catalogue using the Search field at the top of the screen. You can type ...

Absolutely! Instead of specifying a value in the WHERE section of a SQL statement, (e.g. WHERE status=’7’), you can insert a parameter by encasing a question or statement in brackets, (e.g. WHERE status= Please, enter a status number ), which will prompt you for a value each time you run the report.





In some cases, you can choose a value from a drop-down ...
Budget/fund tracking On the Acquisitions homepage you will see a table of your active funds showing a breakdown of what has been ordered or spent against them. Whether the amounts include tax or not is controlled by the CalculateFundValuesIncludingTax system preference. Note You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: accounts). Use the ‘Expand all’ link to see all your funds and sub-funds. ‘Collapse all’ ...
Cancelling orders Note Staff members must have the order_manage permission (or the superlibrarian permission) in order to cancel orders. If the item cannot be found anywhere you can cancel the order by clicking ‘Cancel order’ or ‘Cancel order and delete catalog record’ to the far right on the basket page or the receiving page. This will prompt you to enter your reason and confirm cancellation. Note The cancellation reasons drop-down menu are populated by the ...
Claims and late orders Note Staff members must have the order_receive permission (or the superlibrarian permission) in order to manage and claim late orders. The ‘Late orders’ link on the acquisitions main page leads to a report where all orders can be filtered to find the late orders. Upon clicking on the link to ‘Late orders’ from the Acquisitions page you will be presented with a series of filter options on the left hand side. These filters will be applied only closed baskets. ...
EDI process Previous sections explain all ordering options, this section pulls out the parts related to EDI or EDIFACT ordering to help those who are using EDI for some or all of the ordering process. EDI allows order files to be sent between vendors and Koha. When the files are processed the order information is loaded directly into Koha. The full workflow is outlined below. Note Libraries do not have to automate the full process and not all vendors support all functions. For example a ...
Invoices Note Anyone with one of the acquisition permissions (or the superlibrarian permission) will have access to invoices. However, it is necessary to have specific invoice permissions to execute actions on invoices: the order_receive permission to create invoices, the edit_invoices permission to edit invoices, the merge_invoices permission to merge invoices, the reopen_closed_invoices permission to reopen closed invoices, or the delete_invoices permission to delete invoices. When ...
Managing purchase suggestions You can create purchase suggestions via the staff interface either for the library or on the patron’s behalf from their record. Depending on your settings in the suggestion system preference, patrons may also be able to make purchase suggestions via the OPAC. Note Staff members must have the suggestions_manage permission (or the superlibrarian permission) in order to view and manage purchase suggestions. If staff members have the suggestions_manage permission ...
Placing orders To place an order you must first search for the vendor or bookseller and create a basket. Warning If you are planning on using EDIFACT to submit your order you will need to first set up your library’s EDI accounts and EANs. Creating a basket Note Staff members must have the order_manage permission (or the superlibrarian permission) in order to create baskets and add orders. Note If you’re using EDI for ordering you will want to download your order record from your ...
Receiving orders Warning You must close the basket to be able to receive items when they arrive. Only items in closed baskets will show as ready to receive. Note Staff members must have the order_receive permission (or the superlibrarian permission) in order to receive orders. Orders can be received from the vendor information page or the vendor search results page After clicking ‘Receive shipments’ you will be asked to enter a vendor invoice number, a shipment received date, a ...
Searching for orders At the top of the various Acquisition pages there is a quick search box where you can perform either a Vendor search or an Order search. Using the Orders search you can search for items that have been ordered with the title or the vendor. You can enter info in one or both fields and you can enter any part of the title or vendor name. Note You can customize the columns of this table in the ‘Table settings’ section of the Administration module (table id: ...
Setting up the acquisitions module Before using the acquisitions module, you need to make sure that you have completed all of the set up. First, set your acquisitions system preferences and acquisitions administration to match your library’s workflow. Before setting your EDI accounts and library EANs, you will need to have entered your vendors. On the main acquisitions page you will see your library’s funds listed. Learn more in the Budget/fund tracking section. ...
Transferring orders Note Staff members must have the order_manage permission (or the superlibrarian permission) in order to transfer orders. If the item is no longer available from this vendor you can transfer the order to another vendor’s basket by clicking the ‘Transfer’ link to the right of the title on the basket page or the receiving page. This will pop up a vendor search box. From the results you can click ‘Choose’ to the right of the vendor you would like to reorder this ...
Vendors Before any orders can be placed you must first enter at least one vendor. Adding a vendor Note Staff members must have the vendors_manage permission (or the superlibrarian permission) in order to add vendors. To add a vendor click the ‘New vendor’ button on the acquisitions module main page. The new vendor form is broken into three sections: company information, contacts and ordering information. Company information: basic information about the vendor Name (required): ...
Authorities Authority records are a way of controlling fields in your MARC records. Using authority records will provide you with control over subject headings, personal names and places. Adding authorities Note Only staff with the editauthorities permission (or the superlibrarian permission) will be able to create authority records. To add a new authority record you can either choose the authority type from the ‘New authority’ button or search another library by clicking the ‘New ...
Bibliographic records In Koha, the bibliographic record contains the main information related to the material. This includes things like the title, author, ISBN, etc. This information is stored in Koha in MARC. By default, the record details page displays in the ‘Normal’ tab and shows the most important details of the record. Note The ‘Normal’ tab of the record details page also shows which MARC bibliographic framework was used to add the record. Note Koha supports MARC and ...
Cataloging guides Bibliographic record cataloging cheat sheet This section is for MARC21. Tag Label Description Instructions 000 LEADER Describes the record (i.e. surrogate) – is it a record for a monograph? A serial? Click in this field to fill it in. Then set “Bibliographic level” to ‘a’ for articles or ‘s’ for serials. Otherwise, leave everything as is. The value in position 6 influences the type of material in 008. 001 CONTROL NUMBER Accession number. Enter the ...
Exporting data Note Only staff with the export_catalog permission as well as at least one of the editcatalogue sub-permissions (or the superlibrarian permission) will have access to this tool. Get there: More Cataloging Export Export catalog data Koha comes with a tool that will allow you to export your bibliographic, items and authority records in bulk. This can be used to send your records to fellow libraries, organizations or services; or simply for backup purposes. ...
Inventory Note Only staff with the inventory permission (or the superlibrarian permission) will have access to this tool. Get there: More Cataloging Reports Inventory Koha’s inventory tool can be used in one of three ways: By creating a shelf list that you can then mark items off on; By uploading barcodes gathered by a portable scanner; By comparing barcodes gathered by a portable scanner or scanned directly to a generated shelf list. Creating a shelf list If you do ...
Item records In Koha each bibliographic record can have one or more items attached. These items are sometimes referred to as holdings. Each item includes information to the physical copy the library has. Adding items Note Staff members must have the edit_items permission (or the superlibrarian permission) in order to be able to add items. After saving a new bibliographic record, you will be redirected to a blank item record so that you can attach an item to the bibliographic record. You ...
Add a new patron Patrons are added by going to the ‘Patrons’ module. Get there: Patrons Note Only staff with the edit_borrowers permission (or the superlibrarian permission) will be able to add patrons. Once there you can add a new patron. Click ‘New patron’ Note The fields that appear on the patron add form can be controlled by editing the BorrowerUnwantedField system preference. Note Required fields are defined in the BorrowerMandatoryField system preference First, ...
Add a staff patron All staff members must be entered into Koha as patrons of the ‘Staff’ type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff interface, follow the steps in patron permissions. Important Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client. ...
Add a statistical patron One way to track use of in house items is to “check out” the materials to a statistical patron. The “check out” process doesn’t check the book out, but instead tracks an in house use of the item. To use this method for tracking in house use you first will need a patron category set up for your statistical patron. Next, you will need to create a new patron of the statistical type. Next, follow the steps put forth in the ‘Add a new patron’ section of ...
Adding patron images You can add patron pictures to help identify patrons. To enable this feature, you must first set the patronimages system preference to ‘Allow’. If the preference is set to ‘Allow’, you will see a placeholder image under the patron’s name on the left of the screen. Click the ‘Add’ button on the placeholder image. You have the option of either uploading an existing picture from the computer or taking a picture with the webcam. To upload an existing image, ...
Communicating with patrons Koha offers several options for communicating with patrons, some of which have already been covered in this chapter. OPAC notes OPAC notes are added to the patron’s file through the add patron form or the edit patron form, in the ‘Library set-up’ section. They show up in the ‘Your summary’ section of the patron’s online account in the OPAC. In the staff interface, OPAC notes will be in the ‘Library use’ section of the patron’s file. OPAC ...
Deleting a patron account From the ‘More’ drop-down, the patron account can be deleted. Note Only staff with the delete_borrowers permission (or the superlibrarian permission) will be able to delete patrons. There will be an alert if the patron has checkouts, holds, fines or credits. If a patron has current checkouts, the deletion will not be possible. If a patron has outstanding fines, the deletion will not be possible. If a patron has unused credits, the option to delete the ...
Duplicate a patron Sometimes when you’re adding a new family to your system you don’t want to type the contact information over and over. Koha allows for you to duplicate a patron and change only the parts you want to (or need to) change. Open the patron you want to use as your base (the patron you want to duplicate information from) Click the ‘Duplicate’ button at the top of their record All of the fields with the exception of first name, card number, username and password have ...
Editing patrons Patrons in Koha can be edited using one of many edit buttons. Note Only staff with the edit_borrowers permission (or the superlibrarian permission) will be able to edit patron files. To edit the entire patron record simply click the ‘Edit’ button at the top of the patron record. To edit a specific section of the patron record (for example the ‘Library use’ section) click the ‘Edit’ button beside the section. Edit the patron’s file and click ‘Save’. ...
Managing patron self edits If you are allowing patrons to edit their accounts via the OPAC with the OPACPatronDetails preference then you will need to approve all changes via the staff interface before they’re applied. If there are patron edits awaiting action they will appear on the staff interface dashboard below the modules list (along with other items awaiting action). Note Superlibrarians will see modifications for any branch, other staff will only see modifications for patrons who ...
Merging patron records If you accidentally end up with one patron with two cards it is possible to merge their records together so that you don’t lose their loan history or holds. In the patron list, check the boxes next to the records you want to merge and click on the ‘Merge selected patrons’ button. Note It is possible to merge more than two records at a time. Select the patron record you want to keep If necessary, click the ‘Compare patrons’ button to see the differences ...
Patron information When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record. Get there: Patrons Browse or search for patron Click patron name Check out For instruction on checking items out, view the Checking out section of this manual. Staff members can access their own check out screen by clicking their username in the top right of the staff client and choosing ‘My checkouts’ Details Note ...
Patron permissions Patron permissions are used to allow staff members access to the staff interface. Important In order for a staff member to log into the staff interface they must have (at the very least) the catalogue permission which allows them to view the staff interface. Setting patron permissions Note Only staff with the permissions permission (or the superlibrarian permission) will be able to set permissions for other staff members. In addition to the permissions permission, ...
Patron search Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by their name or their card number. Note By default, the search is a ‘Starts with’ search, meaning that you have to search by the beginning of the patron’s name or the beginning of the patron’s card number. You can use the DefaultPatronSearchMethod system preference to change the patron search method to a ‘Contains’ search to be able ...
Renew patron account When renewing a patron account you can either edit the the expiry date manually in the patron record or use the ‘Renew patron’ option from the More menu in the toolbar at the top. Using the latter the new expiry date will be calculated using the enrollment period configured for the patron category of the user. The system preference BorrowerRenewalPeriodBase determines if the new expiry date will be calculated from the current date or from the old expiry date. One ...
Two factor authentication in the staff interface Koha offers two-factor authentication (2FA) for logging into the staff interface. This two-factor authentication uses a time-based one-time password (TOTP). A TOTP is a password can only be used once and is only valid for a limited time. Users wanting to use the two-factor authentication must have an app to generate these TOTPs. Any authenticator app, such as Google Authenticator, andOTP, FreeOTP and many others can be used. Applications that ...
Adding a numbering pattern To add new new pattern click the ‘New numbering pattern’ button. Name: this is the name that will appear in the drop-down menu when creating a new serial subscription; make sure it is descriptive. Description: this is to further describe the numbering pattern; this does not appear when creating a new subscription, it only displays in the numbering patterns table (see above). Numbering formula: this is what is used to create the number for each issue. You can ...
Adding a subscription Note Only staff with the create_subscription permission (or the superlibrarian permission) will be able to add serial subscriptions. Subscriptions can be added by clicking the ‘New’ button on any bibliographic record and choosing ‘New subscription’ Or click the ‘New subscription’ button in the serials module If you are entering a new subscription from the Serials module you will be presented with a blank form (if creating new from a bibliographic record ...
Checking serial expiration Note Only staff with the check_expiration permission (or the superlibrarian permission) will have access to this tool to check serial subscription expiration dates. When adding serials you enter a subscription length, using the check expiration tool you can see when your subscriptions are about to expire. To use the tool, click the link to ‘Check expiration’ on the serials menu. In the form that appears you need to enter at least a date to search by. You can ...
Claiming late issues Note Only staff with the claim_serials permission (or the superlibrarian permission) will have access to this tool to claim late serial issues. Koha can send email messages to your serial vendors if you have late issues. To the left of the main serials page there is a link to ‘Claims’. The links to claims also appears to the left of the subscription detail page If you don’t have a claim notice defined yet you will see a warning message that you need to first ...
Creating a routing list Note Only staff with the routing permission (or the superlibrarian permission) will be able to manage routing lists. A routing list is a list of people who receive the serial before it goes to the shelf. To enable routing lists, set your RoutingSerials preference to ‘Use’. When on the subscription page you will see a link to the left that reads ‘Create routing list’ or ‘Edit routing list’ Clicking that link will bring you to the form to add a new routing ...
Editing a subscription Note Only staff with the edit_subscription permission (or the superlibrarian permission) will be able to edit existing serial subscriptions. To edit a subscription, click on ‘Edit’ and ‘Edit subscription’ from the subscription page. This will take you back to the same form as the one used when creating a new subscription. You can also batch edit subscriptions. To do so, search for the subscriptions you want to change. In the results, check the boxes next to ...
Manage serial numbering patterns Note Only staff with the serials permission or any of the serials sub-permissions (or the superlibrarian permission) will be able to manage numbering patterns. Every time you create a new numbering pattern in serials you can save it for later use. These patterns are accessible via the ‘Manage numbering patterns’ page. Get there: More Serials Manage numbering patterns This page will list for you the numbering patterns you have saved in the ...
Managing serial frequencies Note Only staff with the serials permission (or the superlibrarian permission) will be able manage frequencies. Koha keeps a record of publication frequencies for easy management and duplication. Get there: More Serials Manage frequencies From this page you can view all of the existing frequencies in your system. You can edit, delete and create new ones. Adding a frequency To add a new frequency, click on the ‘New frequency’ button. ...
Receiving issues Note Only staff with the receive_serials permission (or the superlibrarian permission) will be able to receive issues of existing serial subscriptions. Issues can be marked as received from several locations. To find a subscription, use the search box at the top of the Serials page to search for the serial you’d like to receive issues for: From the search results you can click the ‘Serial receive’ button or you can click on the subscription title and then click the ...
Renewing subscriptions Note Only staff with the renew_subscription permission (or the superlibrarian permission) will be able to renew existing serial subscriptions. If your serial subscription has expired you won’t be able to receive issues. To renew your subscription you can click the ‘Renew’ button at the top of your subscription detail page. Once you click the ‘Renew’ button you will be presented with renewal options. Start date: enter the date your subscription period ...
Searching serials Once in the Serials module there is basic search box at the top that you can use to find subscriptions using any part of the ISSN and/or title, as well as a search form in the middle of the page. You can also click the ‘More options’ icon in the search box at the top of the page and click the ‘Advanced search’ link to do a more thorough search of your serials. Note If you have additional fields that are searchable, they will appear in this advanced search form. ...
Serial collection Each subscription has a Serial collection page available from the main Serials menu. From this page you can manage additional tasks related to subscription issues such as receiving multiple issues and editing. Clicking the Generate next button will generate the next issue for you and mark the previously expected issue as ‘Late’ automatically. Check the box in the Edit column for one or more previous issues and then click the Edit serials button. This will bring you ...
Serial statuses When receiving an issue, you change the status of the issue to ‘Arrived’. There are more statuses that can be used to describe serial issues. Note See also: Serials table in the FAQ section. Expected: this is the status that is automatically assigned to a new issue when it is created. It means the issue hasn’t arrived, but it is not late yet. Arrived: this is the status used when receiving an issue. It means the issue has been received by the library. Circulating: ...
Subscriptions in the OPAC When viewing the subscription in the OPAC there will be several options. You can choose which tab appears by default with the opacSerialDefaultTab system preference. Like in the staff interface, there will be a Subscriptions tab on the bibliographic record. Under this tab will appear the number of issues you chose when setting up the subscription or in your OPACSerialIssueDisplayCount system preference. Clicking the ‘More details’ link will provide you with ...
Subscriptions in the staff interface Subscription information will appear on bibliographic records under the ‘Subscriptions’ tab Clicking the ‘Subscription details’ link will take you to the Subscription summary page in the staff interface. If you are using the acquisitions module to keep track of serial subscriptions you will see an extra ‘Acquisition details’ tab in your subscription details. Note You can customize the columns of this table in the ‘Table settings’ ...
Physical distribution of journals using printed routing lists is not always convenient or necessary.
This downloadable procedure explains how to use a Prosentient enhancement to Koha's Serials routing list function to send patrons an email containing a table of contents for the latest received issue of their favourite journals.

...

Koha has extensive online manuals with step-by-step instructions on using the service.

You can find the Koha manuals and resources at http://manual.koha-community.org/

You can review our FAQ. There is also an extensive Koha online FAQ at http://koha-community.org/documentation/faq/

To obtain support for your Koha Library Management System application, go to http://www.prosentient.com.au/index.php/support

...

Internet Explorer has anti-phishing settings which provide useful protection when browsing the wider web, but can also considerably slow down access to a heavily used intranet application like Koha when it is hosted off-site. These measures are called the Phishing Filter in Internet Explorer 7 and the SmartScreen Filter in Internet Explorer 8 and 9.

It is possible, but perhaps not advisable, to turn Phishing functions off, as this Microsoft support article on ...
Disclaimer

While Prosentient Systems provides Koha hosting we do not represent the Koha community. It is represented by a diverse group of Koha hosting providers and Koha libraries around the world. Koha's community home page can be found at www.koha-community.org 

DSpace: FAQ


Yes! Trove can harvest records from your DSpace using the OAI-PMH protocol!

Let us know that you are interested in contributing to Trove, and we'll set up a metadata profile that complies with Trove's requirements.

You will also need a National Union Catalogue (NUC) code from the National Library of Australia and may also need to sign a Memorandum of Understanding (MoU) in order to contribute. If you're already a LibrariesAustralia ...
As an administrator you have the ability to edit a large number of different functions on the site.Curation of articles in communities and collections is ideal to check if all the information in the article is correct, all the required fields are populated, or for checking urls or if links in the article require authorization.This is also useful for virus checking. To curate a collection or a single item within it, first go to the communities and collections menu ...
As an administrator you have the ability to edit a large number of different functions on the site.Curation of articles in communities and collections is ideal to check if all the information in the article is correct, all the required fields are populated, or for checking urls or if links in the article require authorization.This is also useful for virus checking. To curate a collection or a single item within it, first go to the communities and collections menu ...
DSpace access control: groupsIn the second option on the ‘access control’ drop down bar, you can create new groups and edit existing ones.Groups can be good to assessing to different collections. This is only optional. The groups task is to reject or accept any new submissions, and if one is not assigned to a particular collection, those submissions may be published automatically, without being reviewed first.Click ‘create new group’ to form another group. In this group you can add ...
DSpace access control: groupsIn the second option on the ‘access control’ drop down bar, you can create new groups and edit existing ones.Groups can be good to assessing to different collections. This is only optional. The groups task is to reject or accept any new submissions, and if one is not assigned to a particular collection, those submissions may be published automatically, without being reviewed first.Click ‘create new group’ to form another group. In this group you can add ...
DSpace CHRIS: Searching by projects/ clinical trialsBeside researchers and organizations it is possible to search by projects or clinical trials.Searches can be made by title/name, funders. Department (PI) investigators, departments (all), keywords or start date.Multiple fields can be added to add keywords included or excluded from the search, in addition to existing keywords or as an alternative to them, with AND, OR, or NOT options. Fields can be added with the blue plus box. ...
DSpace CHRIS: Searching by projects/ clinical trialsBeside researchers and organizations it is possible to search by projects or clinical trials.Searches can be made by title/name, funders. Department (PI) investigators, departments (all), keywords or start date.Multiple fields can be added to add keywords included or excluded from the search, in addition to existing keywords or as an alternative to them, with AND, OR, or NOT options. Fields can be added with the blue plus box. ...
DSpace CRIS: Browsing for researchersOther searchers can be conducted by researchers by clicking ‘researchers’ next to ‘research output.’You can search researchers either through browse or by searching by name. Browsing allows you to sort through results better for more specific searches with fewer results.Here you may search by name, department, workgroup or interests.You can enter a number of searches simultaneously to help further refine results. For more than one search, each ...
DSpace CRIS: Browsing for researchersOther searchers can be conducted by researchers by clicking ‘researchers’ next to ‘research output.’You can search researchers either through browse or by searching by name. Browsing allows you to sort through results better for more specific searches with fewer results.Here you may search by name, department, workgroup or interests.You can enter a number of searches simultaneously to help further refine results. For more than one search, each ...
DSpace CRIS: communities and collectionsDirectly above ‘research outputs’, in the ‘explore by’ box at the bottom of the page, or directly beside ‘home’ at the top, is the link to communities and collections.This is a great way to conduct a detailed search by location: here you can find articles from areas such as Cairns, Townsville, the Gold Coast, and Central Coast.Collections such as HSQ and QAS and divisions can also be found here, above and below locations. ...
DSpace CRIS: communities and collectionsDirectly above ‘research outputs’, in the ‘explore by’ box at the bottom of the page, or directly beside ‘home’ at the top, is the link to communities and collections.This is a great way to conduct a detailed search by location: here you can find articles from areas such as Cairns, Townsville, the Gold Coast, and Central Coast.Collections such as HSQ and QAS and divisions can also be found here, above and below locations. ...
Global changes can be used to change values and elements within the site. These changes apply all through the sites and can be very risky because there is no undo for this. Although backups are available, data within the site can be permanently damaged if mistakes are made within global changes.To access global changes, go to menu tools, and ‘global change.’This can be useful for situations like where an email has changed, and all the references through the site ...
Global changes can be used to change values and elements within the site. These changes apply all through the sites and can be very risky because there is no undo for this. Although backups are available, data within the site can be permanently damaged if mistakes are made within global changes.To access global changes, go to menu tools, and ‘global change.’This can be useful for situations like where an email has changed, and all the references through the site ...
On the front page, below the search bar and the ‘people’, projects/clinical trials, and publications options, there is a large image of a number of circles sitting inside a larger circle.Clicking on this can lead you to a page where this circle will appear larger. This is a great visual way to make a search for articles.Step 1: Go to the large bubble on the home page.Step 2: Click on circle to open page Hovering any of the smaller circles will give ...
On the front page, below the search bar and the ‘people’, projects/clinical trials, and publications options, there is a large image of a number of circles sitting inside a larger circle.Clicking on this can lead you to a page where this circle will appear larger. This is a great visual way to make a search for articles.Step 1: Go to the large bubble on the home page.Step 2: Click on circle to open page Hovering any of the smaller circles will give ...
DSpace CRIS: Import metadataDifferent information and changes can be imported into metadata, which can be interpreted through a spreadsheet. One file will contain the data of all items within a collection, which is displayed and can be read through a spreadsheet.To import metadata, go to content drop down menu, and then ‘import metadata’ here you will be asked to upload the file containing the data you wish to import into the system. The system will automatically read all the data within the ...
DSpace CRIS: Import metadataDifferent information and changes can be imported into metadata, which can be interpreted through a spreadsheet. One file will contain the data of all items within a collection, which is displayed and can be read through a spreadsheet.To import metadata, go to content drop down menu, and then ‘import metadata’ here you will be asked to upload the file containing the data you wish to import into the system. The system will automatically read all the data within the ...
Another use of prosentient extensions is to move submissions to other collections. This can be done by going to ‘tools,’ and ‘move items between collections.’ All the collections are shown to the right. You can select which collection you are moving items to, and search for specific items you want to move with the ‘search item’ bar. Click ‘move’ on each item to move it to the collection you wants to move it to.You can also ...
Another use of prosentient extensions is to move submissions to other collections. This can be done by going to ‘tools,’ and ‘move items between collections.’ All the collections are shown to the right. You can select which collection you are moving items to, and search for specific items you want to move with the ‘search item’ bar. Click ‘move’ on each item to move it to the collection you wants to move it to.You can also ...
Extensions offer a few other different methods of administration. Your login to prosentient extensions should be the same as your admin login. .Admin.php is another useful admin page where you can see controlled vocabulary updates, make global changes and perform changes to the site itself.Going to metadata/ controlled vocab updates can allow you to update the names that read in different fields, and value sets, input fields you enter in submission sets. Change ...
Extensions offer a few other different methods of administration. Your login to prosentient extensions should be the same as your admin login. .Admin.php is another useful admin page where you can see controlled vocabulary updates, make global changes and perform changes to the site itself.Going to metadata/ controlled vocab updates can allow you to update the names that read in different fields, and value sets, input fields you enter in submission sets. Change ...
Either at the bottom of the page under ‘communities and collections’ in the ‘explore by’ box, or at the top of the page next to ‘home’ and ‘communities and collections’ you can enter ‘research outputs’, a more advanced search options.1. At the top left of the page is a browse option which will allow you to search by site, author, title, type, issue date, or subject.2. At the top right is a advanced search where you can add and enter any number of ...
Either at the bottom of the page under ‘communities and collections’ in the ‘explore by’ box, or at the top of the page next to ‘home’ and ‘communities and collections’ you can enter ‘research outputs’, a more advanced search options.1. At the top left of the page is a browse option which will allow you to search by site, author, title, type, issue date, or subject.2. At the top right is a advanced search where you can add and enter any number of ...
Filters can be applied to search results to help refine the searches.The simplest way to use filters is with the title/name, and the ‘contains’ or ‘not contains’ options.Here you can filter our results that contain or do not contain other words to help further refine your search.More than one filter can be added, in fact, any number of filters can be added to help refine the search. You can delete any of these by clicking the X icon on that filter.ID and equals ...
Filters can be applied to search results to help refine the searches.The simplest way to use filters is with the title/name, and the ‘contains’ or ‘not contains’ options.Here you can filter our results that contain or do not contain other words to help further refine your search.More than one filter can be added, in fact, any number of filters can be added to help refine the search. You can delete any of these by clicking the X icon on that filter.ID and equals ...
By clicking on ‘name’ you can go to a different search.Here you can search by the first letter in the last name of the researcher, or make a search for the last name directly. Results can be displayed either ascending or descending and from a minimum of 5 to a maximum of 100 results can be included per page.The email and translated name, if available, can be found beside the name of the researcher. ...
By clicking on ‘name’ you can go to a different search.Here you can search by the first letter in the last name of the researcher, or make a search for the last name directly. Results can be displayed either ascending or descending and from a minimum of 5 to a maximum of 100 results can be included per page.The email and translated name, if available, can be found beside the name of the researcher. ...
Beside ‘researchers’ and ‘research outputs’ you can search by organization, department or school. You can search keywords by title name or start date.Once again, more than one keyword may be searched at once. Search fields are added by clicking on the blue cross.These keywords can be those to be eliminated from the search, included in addition to the first search, or an alternative included, with the AND, OR, or NOT options. ...
Beside ‘researchers’ and ‘research outputs’ you can search by organization, department or school. You can search keywords by title name or start date.Once again, more than one keyword may be searched at once. Search fields are added by clicking on the blue cross.These keywords can be those to be eliminated from the search, included in addition to the first search, or an alternative included, with the AND, OR, or NOT options. ...
Quotes are also useful if you wish to search using the project number, HREC reference, or SSA reference to find the article.These can all be entered into the search bar with quotes to find the specific article associated with these codes. Projects will have a HREC and/or SSA reference.With a HREC ref. ...
Quotes are also useful if you wish to search using the project number, HREC reference, or SSA reference to find the article.These can all be entered into the search bar with quotes to find the specific article associated with these codes. Projects will have a HREC and/or SSA reference.With a HREC ref. ...
DORA has two basic search functions.You may either search normally or in ‘quotes’ for phrase. A normal search will provide results in a way similar to how Google does – by presenting an article where any of these words come up somewhere in the article with the best matches ranked at the topAdding quotes will make a more specific search providing results only for the specific phrase contained that quote.This is better if a more specific search is in ...
DORA has two basic search functions.You may either search normally or in ‘quotes’ for phrase. A normal search will provide results in a way similar to how Google does – by presenting an article where any of these words come up somewhere in the article with the best matches ranked at the topAdding quotes will make a more specific search providing results only for the specific phrase contained that quote.This is better if a more specific search is in ...
CRIS module: researcher pagesTo edit an existing researcher’s profile or create a new one, go to ‘researcher pages’ the first link listed on the screen.Click ‘add a researcher profile’ to create a new researcher profile.The red fields are the only mandatory ones. Clicking on the blue cross will allow you to enter multiple fields in this particular area. Going to ‘view all researchers’ will allow you to look at all the existing researcher’s profiles.Clicking one of these ...
CRIS module: researcher pagesTo edit an existing researcher’s profile or create a new one, go to ‘researcher pages’ the first link listed on the screen.Click ‘add a researcher profile’ to create a new researcher profile.The red fields are the only mandatory ones. Clicking on the blue cross will allow you to enter multiple fields in this particular area. Going to ‘view all researchers’ will allow you to look at all the existing researcher’s profiles.Clicking one of these ...
OpenAIRE4 OpenAIRE is a set of guidelines and standards designed to ensure that repositories are interoperable with the OpenAIRE infrastructure, which supports open access to research outputs across Europe. Here's how OpenAIRE works in DSpace versions 7 and 8:OpenAIRE OverviewOpenAIRE guidelines focus on enhancing metadata quality and interoperability. They include specific requirements for metadata elements, controlled vocabularies, and the exposure of metadata through OAI-PMH (Open ...
Role of Crosswalks in DSpaceCrosswalks in DSpace are software modules that translate metadata from one format to another. They are used in two main contexts:1. Ingestion Crosswalks: These interpret external metadata formats and convert them into DSpace's internal format.2. Dissemination Crosswalks: These convert DSpace's internal metadata format into external formats for sharing with other systemshttps://wiki.lyrasis.org/display/DSDOC7x/Functional+Overview.Examples of Crosswalks1. Dublin ...
DSpace accepts all manner of digital formats. Some examples of items that DSpace can accommodate are:Documents, such as articles, preprints, working papers, technical reports, conference papersBooksThesesData setsComputer programsVisualizations, simulations, and other modelsMultimedia publicationsAdministrative recordsPublished booksOverlay journalsBibliographic datasetsImagesAudio filesVideo filese-formatted digital library collectionsLearning objectsWeb pages ...
Once they are formed, groups can then be assigned to different collections to reject or accept new submissions.You will be given the option to add different groups to a new collection you have added as an administrator.You can also edit submitters – to do this go to ‘submitters’ within communities and collectionsSelect the collection you want to change and the group you want to assign it to, and then click ‘add policy.’You can also sue ...
Once they are formed, groups can then be assigned to different collections to reject or accept new submissions.You will be given the option to add different groups to a new collection you have added as an administrator.You can also edit submitters – to do this go to ‘submitters’ within communities and collectionsSelect the collection you want to change and the group you want to assign it to, and then click ‘add policy.’You can also sue ...
DSpace: Access control - E-peopleAs an administrator you have the ability to define who is allowed to submit, accept and reject in any particular collection.You can also create groups and assign them to collections, and change the access control of existing collections. This is all done in the ‘access control’ tab at the top of the administration screen.You can administer e-people by clicking the first option, ‘e-people’ and then selecting an e-person to administer. Then click save, and ...
DSpace: Access control - E-peopleAs an administrator you have the ability to define who is allowed to submit, accept and reject in any particular collection.You can also create groups and assign them to collections, and change the access control of existing collections. This is all done in the ‘access control’ tab at the top of the administration screen.You can administer e-people by clicking the first option, ‘e-people’ and then selecting an e-person to administer. Then click save, and ...
DSpace: Authorising submissions as an administratorAs an administrator you have the ability to approve any submissions made.To do this, go back to the admin menu and click on content again, this time going to the option ‘workflow.’You can approve or reject new submissions here, including the ones you yourself have made. ...
DSpace: Authorising submissions as an administratorAs an administrator you have the ability to approve any submissions made.To do this, go back to the admin menu and click on content again, this time going to the option ‘workflow.’You can approve or reject new submissions here, including the ones you yourself have made. ...
The CHRIS module is useful for finding specific projects and editing fields within them. It also allows you to edit researchers on the site and create profiles for new ones.The CHRIS module is another tool at the top of the screen. You will be taken to a screen that looks like this:The CHRIS module can be used to review things, create projects (in projects/clinical projects, add projects), and also edit existing projects – this can be done by searching for them with the ...
The CHRIS module is useful for finding specific projects and editing fields within them. It also allows you to edit researchers on the site and create profiles for new ones.The CHRIS module is another tool at the top of the screen. You will be taken to a screen that looks like this:The CHRIS module can be used to review things, create projects (in projects/clinical projects, add projects), and also edit existing projects – this can be done by searching for them with the ...
DSpace: submitting and editing as an administrator in collectionsAdministrators have all the privileges of a regular submitter, but they also have the ability to approve or reject their own submissions, or in fact choose whether submissions in particular areas need to be improved or not.The admin menu looks like this: If you go to your account, and then administration, you can then find a number of different administration tools.To begin with, we will focus on submitting and editing ...
DSpace: submitting and editing as an administrator in collectionsAdministrators have all the privileges of a regular submitter, but they also have the ability to approve or reject their own submissions, or in fact choose whether submissions in particular areas need to be improved or not.The admin menu looks like this: If you go to your account, and then administration, you can then find a number of different administration tools.To begin with, we will focus on submitting and editing ...
DSpace: tier of privilleges1: Anonymous userThe lowest tier of security is an anonymous user, who can only access collections visible to everyone. This user cannot access any of the other features of the site.2: Registered userA registered user can access content available only to certain groups, as well as receiving subscriber feed but still cannot submit.3: SubmitterA submitter can contribute to the site by submitting documents themselves, which will await moderation by a higher level admin. ...
DSpace: tier of privilleges1: Anonymous userThe lowest tier of security is an anonymous user, who can only access collections visible to everyone. This user cannot access any of the other features of the site.2: Registered userA registered user can access content available only to certain groups, as well as receiving subscriber feed but still cannot submit.3: SubmitterA submitter can contribute to the site by submitting documents themselves, which will await moderation by a higher level admin. ...
As an administrator, it is possible to create new collections. To do this, go back to ‘communities and collections,’ and go to the admin tools bar and select, ‘create top-level community.’If you want to create a collection, click on any division and on admin tools the second option should read ‘create collection.’Do not uncheck the first two boxes.Once you have finished filling out all the fields, click ‘next’. You can select ‘not ...
As an administrator, it is possible to create new collections. To do this, go back to ‘communities and collections,’ and go to the admin tools bar and select, ‘create top-level community.’If you want to create a collection, click on any division and on admin tools the second option should read ‘create collection.’Do not uncheck the first two boxes.Once you have finished filling out all the fields, click ‘next’. You can select ‘not ...
Multiple fields can be added to add keywords included or excluded from the search, in addition to existing keywords or as an alternative to them, with AND, OR, or NOT options.Fields can be added with the blue plus box.Beside the title of the project you can find the HREC reference, start and end date of the project, and a contact email for the person responsible for the project. ...
Multiple fields can be added to add keywords included or excluded from the search, in addition to existing keywords or as an alternative to them, with AND, OR, or NOT options.Fields can be added with the blue plus box.Beside the title of the project you can find the HREC reference, start and end date of the project, and a contact email for the person responsible for the project. ...
Each DSpace service is comprised of Communities – groups that contribute content to DSpace – and Communities in turn each have Collections, which contain the content items, or files. In a university environment, for example, Communities might be departments, labs, research centers, schools, or some other administrative unit within an institution. Communities determine their own content guidelines and decide who has access to the community's contributions. An administrator on the DSpace team, ...
We can host your dspace on our servers, or we can provide support for hosting dspace on your servers. For repositories of 100GB it is more cost effective to host on your own servers. For repositories 100GB it is very cost efficient for us to host your repository for you. I you make use of dspace DOI persistant links (handles) then you can always move the dspace repositories to your own servers at a future date.
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Inter-docs: FAQ

The Research Requests record contains details of a clients' research request. The status of the request can be updated by the librarian to indicate its progress towards fulfilment. A research request is typically a request from a client to staff at the research desk to find information that is not readily available. It may be fulfilled by a librarian at the library using local and online resources, or referred to another library if those resources are insufficient. Client research ...
This page allows you to review and update an external request record - a request made to another another library - and for the request to be processed with the following actions: save the updated library request send it to the ILL service save changes and close this form cancel changes and exit this form
Requestes can be taken from external systems such as SFX and EBSCO by calling the following page: client_registerandrequest.php It accepts the following commonly used query string parameters Interdocs value Query string values accepted Type type genre Article title itemtitle journalitemtitle atitle articletitle Series or edition (handling according to type) series bookedition edition Journal/Serial name ...
The Library Requests page is for viewing, processing and tracking inbound inter-library loan requests, ie. ILL requests being made of your library. Interdocs is often used in conjunction with Prosentient's inter-library loans module, Interloans, which supports the establishment and operation of an ILL library service within a consortium of like-minded libraries. Libraries not belonging to an ILL service are still able use to use Interdocs to manage requests to their library even though some of ...
This page is used by the librarian to track a client's reference or research request from initiation through to fulfilment. It can also be used by the librarian to lodge a research request on behalf of a client. A research request is typically a request from a client to staff at the research desk to find information that is not readily available. It may be fulfilled by a librarian at the library using local and online resources, or referred to another library if those resources ...
The Client Requests page is for viewing, processing and tracking outbound requests - requests from you library clients for resources that are not available in your library. Client requests on these pages come from the following sources: requests made by clients through the client module of InterDocs requests entered on behalf of clients by the staff of your library Functions available on this page allow you to: add the details of a new ILL request by completing a form select the ...
Ad-hoc queries of the data held in the InterDocs document delivery system can be constructed with the aid of the Report writer. Reports are available for the following record sets in the database: Active clients All clients Library requests (inbound) Client requests (outbound) Research/Reference requests For the chosen record set the librarian is able to choose the fields or columns they wish to display in the report and also select from a range of filters to create a subset of those ...
The Statistics function allows the librarian to generate, view and export a wide range of statistics describing InterDocs transactions. Summary statistics include: type of request number of requests cancelled requests number of items number of titles turnaround time costs income top 20 categories Many of these statistics are also broken down by type, category, client, library, reason and other variables. Reports may be filtered by date range, ILL service provider and ...
The Journals page provides add, modify and delete access to a table of journals available from participants in the ILL network. In addition to basic information about the journal (title, ISSN), the journal record can indicate which networks hold the journal.
The GratisNet Updates function updates the following information between your InterDocs site and GratisNet: the current journal holdings of participating libraries the current contact and other details of participating libraries inbound library requests locally created outbound requests for GratisNet ...
The Configuration page is used to maintain the following collection of settings and values required by the InterDocs application: UpdateAndRequestTitle Heading on the … RegisterAndRequestTitle Heading on the Client Module's New Request page. RegisterAndRequestInfo Instructions for completing form on the Client Module's New Request page. NTESTPassword Password used for … New Request Content Content to appear on … Login Page ...
The Journals form is used to record any locally held copies of a journal that are not available on the Union Catalogue. The form records: Title of the journal ISSN of the journal Note or comment about this local journal Whether this journal is held on: GratisNet Lilli ALIES GLASS QSHARE The date that GratisNet holdings and networkd details were last updated Abbreviated form of the journal name ...
This page allows you to review and update a client request record. It also allows the request to be processed with the following actions: save changes without exiting the request form save the updated request form and send it to any library by email create a loan record for the requested item in your Koha LMS (if applicable) save the updated request form and send it to the ALIES ILL service save the updated request form and send it to the Libraries Australia DD service ...
We have full integration between Koha and Interdocs, including Single sign-onCreating ILL and research requests directly from KohaRegistering ILL book loans in Koha, with overdue reminder

Inter-loans: FAQ

If your library has consortia subscriptions to electronic journals: You can now use a single-click registration process to record the entire consortia collection against your holdings. It is also a single-click to unsubscribe. A range of electronic consortia subscriptions are included. For a list of available packages, go to the Administration Menu and click on Electronic Collections. You can also choose to register your electronic subscription details as ...
The detailed report provides you with inbound and outbound request counts for your library in the network. Collect outbound requests statistics. Go to Gratisnet home page Click on edit my library details Click on Outbound requests Click on Report Tick the Time Stamp box – if you want to select a year for date range put the year in the adjacent field Tick To NUCOS Tick Journal Title Choose ...
After you have delivered the requests, you can either just close the list or forward the list on to ALIADUPS. Click on the Close List button in duplicates - you will see a list of each duplicates "bundle" you have declared (a single line for each declared set of duplicates).Checkbox the list(s) you want to close and click the Close These Duplicates Lists button. Either choose whether to close and remove this list or forward the list to the ALIADUPS list serveer for ...
Inter-Search is frequently being expanded with new eJournal packages. The publisher provides an online text list that can be imported into the database. Updates are performed monthly. Only journals that have full text are imported.Provider formats do change periodically, and the Inter-Search system needs to be updated to match provider changes. Please send an email to support@intersearch.com.au if you identify any anomalies in journal information in one of the consortia subscriptions. ...
On the Search page you can find a printable directories of GRATISNET members that lend books. 1 Go to the GRATISNET intranet home page. Look for the Search button in the left hand menu - click this button. ...
The administrative functions of GRATISNET allow a range of functions to manage journals and holdings and to communicate to network members. Some functions in this menu are available only under the network administrative logins for each state.Libraries may perform the following functions on this page:Libraries - All libraries currently registered in the network and the Holdings for each member. Library statistics can be viewed from this page. You can search for a particular ...
To remove full text journals for a given consortia collection, first click on the Administration button Click on the Ejournals tab Locate your package and click on the remove link ...
A list serve provides a means for community exchange of messages, ideas and notices both online and through email. The Prosentient Systems list serve allows users to send and receive list serve messages by posting messages in the Inter-Search Forums at listserve.prosentient.com.au or through email by emailing the desired list. ...
has a facility for automatically generating your ranking. Rankings can be caluclated on the basis of load (inbound as a ratio of outbound) or holdings.Rankings updates can be performed on a state-by-state basis. The state administrative login is needed to perform a rankings update. 1 Make sure you log in to the State administrative login for your State. ...
GRATISNET has an extensive collection of Open Access journal lists. The register of open access journals is held against the library NUC of EFREE - or electronic free access journals.When you search for journals, open access resources are always ranked first in the list of libraries. Open access journals sometimes have embargo restraints, and where known these are shown against the holdings of the EFREE libraries.You can suggest new EFREE journals by emailing support@intersearch.com.au. ...
The list serve has a web user interface that can be accessed directly by browsing to listserve.prosentient.com.au or by clicking on the Listserve button in the left-hand menu. 1 Browse to the URL http://listserve.prosentient.com.au ...
Term Definition BBCode BBCode is a restricted variant of HTML that allows limited markup in web-based text boxes (eg bold,italic, incuding images) while preventing code insertion of more dangerous HTML code ...
As a network member, you can update your library profile, including your contact details, journal holdings and current electronic subscriptions. This section gives you details on performing the following tasks: Changing your address Changing your email contacts Setting up temporary closure details Maintaining your library contacts/staff profile For information on managing your list serve profile, see the following section on using the ListServe. ...
1 To return to the List Serve home page, you can click the Prosentient Systems Forum Index hyper link. This link is displayed on all pages within the forum so you can always return to the Home page from any location. ...
The “Busy Libraries” enhancement is useful for libraries that may be understaffed and would still like to remain on Gratis to supply but may want it to be recognised by other libraries that they have limited resources to supply large amounts of requests. To use this feature: * Login to Gratis * Click Edit My Library Details * Click Edit * On the library profile screen, type in the maximum ...
Your library profile including delivery address, email, phone fax can easily be updated from the Gratisnet home page. Go to the GRATISNET intranet home page Look for the Edit My Library Details link and click this link. . Click on the Edit on the library list page. Change your address and other information as required - you may need to scroll down the page to see all the library details you wish to update.The primary contact in most cases is ...
1 Once you have selected the forum that you would like to view, you can view an existing topic by clicking on the topic name. Clicking on the topic name will take you into the topic where you can view the topic contents and also the responses that have been posted. ...
Set up Email Notification for SSL system 1. Library determines the local document delivery policy and the processes, including The number of document-validity in days The number of downloads The email footer Forwarding document links to clients 2. Set up a default message for email notification select “Administration” on the left panel Click “Default values” to open the “Parameter List Form” Click ...
Inter-SearchThe software that supports the GRATISNET is called Inter-Search. It provides the framework for Inter-Library Loans, document delivery and electronic collection management of your titles in this network. This user manual is intended for registered network members and those would like to see more details on how this system works. The software of this system is © Prosentient Systems.CompatibilityThis site uses HTML Tables to optimise information presentation. Cookies must be ...
There are three core emails that you can specify in your library profile :Email - your ILL email addressManagers email - if specified, invoices and other administrative notices will go to this addressList serve email - if you are using the Inter-Search list serve, this will be your Primary email on this service. Note that you can add other list serve email contacts - this is the contact that will be applied when clicking on the Listserve button on the left hand menu. See the "ListServe" ...
The forum subscriptions section allows users to subscribe and unsubscribe to mailing lists. 1 Click on the Forum Subscriptions icon towards the top of the page. ...
Upload Documents on SSL Document Delivery System There are three different approaches to upload documents on the new system: · by going to the resources area and performing a document delivery upload; · by responding to the upload link in a request email; and · by going to the outstanding request list and using the upload link ...
The GRATISNET Membership page provides details of the history and charter of the organisation. Use the Contacts button at http://www.gratisnet.org.au to determine the current contacts for your state/region if you wish to join the GRATISNET network. ...
If your library is likely to be closed for several days or longer, it is advisable to flag your library as "temporarily closed". This information is displayed on the ILL search page and your library NUC is "greyed out" so that other Gratisnet libraries cannot send you requests. You can specify the following: The closure date. Your closure will automatically be effected on the date supplied The date you reopen - you can leave the opening date blank if you expect an indefinite closure ...
When sending emails through the List Serve the "sending" email address must be registered in the List Serve otherwise the email will be treated as spam and quarantined. This can be avoided by registering your email address with the List Serve. Multiple List Serve emails can be registered for a single library. 1 Log into GRATISNET at and click the Edit My Library Details link. ...
1 Start your web browser (for example Internet Explorer or FireFox). 2 Navigate to http://www.gratisnet.org.au ...
Your library may wish to add additional staff contacts in your library (e.g. reference desk contacts, alternative ILL contact officers.These additional staff contacts appear in the printable member directory. Go to the GRATISNET intranet home page Click on the Edit My Library Details link Click on the My Contacts/Staff tab To add new staff contacts, click on the create a STAFF MEMBER ...
You can send attachments in your emails to the list serve or when posting online. The list serve saves these attachments as a file on the web server and sends a link with the list serve email. The link(s) are added at the end of your email, so they can be missed by people receiving the email.Therefore, when sending attachments it is worth adding the following comment to the beginning your email or posting:ATTACHMENTS TO THIS EMAIL WILL APPEAR AS LINKS AT THE END OF THE EMAIL ...
From the Gratisnet Intranet Home Page the various search and administrative functions of the site are accessed. The Search button provides a fast and effective means of locating titles, raising ILL requests and adding holdings to your collection.The Requests button provides a means of turning bibliographic lists (e.g. search output from online databases or extracts from an ILL request system) into a series of multiple matched ILL requests through Gratisnet. The Books button provides a request ...
You can add individual journals using the Add Journal button on the left hand menu bar. Before adding a new journal, you should check whether this journal already exists using the Search button. This process is described in the section "Updating your holdings through Search".If you have several journals to add or update, you should use the update options described in the section "Updating All Your Holdings".The following information should be supplied for all journals registered ...
Keep in mind that when you post a message to the GRATISNET List Serve, all subscribed List Serve members in all states are reading the message. Therefore it is important not to clog up the List Serve with unnecessary messages. Here are a few etiquette rules to remember: Include a signature tag on all messages. Include your name, NUC symbol, Library name and your e-mail address. Use a specific and concise topic for the subject line. Reply to the entire list serve if everyone will benefit ...
Passwords are required to be changed every 1 months. When libraries are required to change their password, the following message will appear when logging in, “Periodically you are required to reset your GratisNet password. You cannot reuse your last password. You can send a reset link to your library email”. 1. Click on the reset link to reset your library GratisNet Password.An email will be sent to your registered GratisNet account email address, with the ...
This has been designed to make the list easiest to read. Please use the exact punctuation used here. The symbol * means leave one character space blank.1. When the holdings start with the first issue of a volume, do not put in the issue numberV. * 1(1993) * -2. When holdings start after the first issue, put in the issue numberV. * 1 * No. * 3(1993) * -3. When the journal has NO volumes, but issue numbers onlyNo. * 4(1993) * -4. When the enumeration is by month ...
The duplicates module is designed to simplify the fulfilment process for libraries declaring and supplying duplicates. The following procedures are divided into instructions for the Supplying Library and instructions for libraries requesting from available duplicates.SUPPLYING LIBRARY PROCEDURESThe process of declaring duplicates is divided into simple phases:Declaring your duplicates - you load your list of duplicate journals or books/reports and an email goes out to those ...
The system provides two main methods for raising ILL requests: The Search button - to find libraries with holdings one journal at a time, by ISSN, title, Abbreviation and other search methods Multiple search processing using the Requests button by pasting in the search output from bibliographic databases and from other ILL request systems When matching requests to libraries with holdings, search results are reported in a ranked manner. Periodic (usually annual) ...
Holdings can be updated: individually using the Search button updated all at once using the "holdings update" in Administration section by adding electronic subscriptions The guidelines below show how to update all your holdings through a simple import function. See the "Electronic collections" instructions for further information on subscribing to a consortia collections. Click on the Administration button. Click on Update Holdings ...
You need to prepare a text file with your duplicates. The format for journals is very simple. For journals leave a blank line between each book/journal. The Journal format is: TitleYear: Volume (Issue,Issue,Issue-Issue) e.g.The Journal of Unorthodox Medicine2005: 2 (1,2)2006: 2 (1-12,14), 25 (1-4) For books/reports use the format:Title tab Year tab ISBN tab 1. When your duplicates list is ready, log into ...
The GRATISNET Search screen is the main portal to the extensive collection of journals and journal holdings.The default search is truncated title searching. In other words, just typing in part of a title into the box and pressing ENTER will start a search for the title.For other types of searches (e.g. NUC symbol, ISSN, keyword, etc), type the information into the box FIRST and then click on the button for the required type of search. Do not click on a search button without first entering a ...
You can list all your print, electronic holdings and your missing issues using the 'My Holdings' page. You reach this from the home page using the "view/edit my holdings" link (see below).Holdings can also be updated: individually using the Search button updated all at once using the "holdings update" in Administration option by adding electronic subscriptions The guidelines below show how to update your holdings for an individual title using the My Holdings link. See the ...
The supplying library can review the list of duplicates currently published using the My duplicates loaded tab in the DUPLICATES module.You can use this option to: The supplying library can "Republish" the duplicates email for the list (click on the re-announce link) 3. The supplying library can Review and remove any items that should not be on the list - they will be immediately removed from the list of available items 3.2 ...
Once you find the journal you need, you can raise an ILL request. Click on the NUC symbol of the first library on the rota Read the notes field in red on the request page - libraries use this to alert requestors of any special conditions Enter your article request number - helpful for identifying your request. Choose your delivery method in the Delivery Method field. To choose more than one method hold down the Ctrl key whilst selecting with the mouse The ...
The guidelines below show how to update your holdings for an individual title using the Search button. Perform a journal title search (see Searching For Journals). On the search results page, click on the Journal Title (from the ranked display of library holdings) The journal details page will be displayed. If you do not currently have holdings you will see a link Add to NUC link. If you have holdings you will see an Edit NUC link. Click this link to ...
When you receive an email declaring available duplicates you can fulfil the request by either of two ways: Method - follow the instructions on the email to nominate and request the duplicates listed in that email Method - online - follow these simple steps Log into GRATISNET and click on the Duplicates button. A list of available duplicates will be shown.Use the Limit option to limit the list of journals to only those journals or library you wish to ...
The requesting library can cancel requests by clicking maintain request status for outstanding items from the Gratisnet Home Page Click the abandon link against the item you wish to cancel. The supplying library can either forward a request or mark it as unfulfilled. Click on the review these requests link on your home page . A Forward link will appear if the ...
Inter-Search has a built in report writer for libraries, inter-library loans, holdings and other information. Using this report writer, it is possible to generate a flexible range of reports according to your needs. Most commonly, this report writer is used to generate statistics on inter-library loans. The following section has examples on how this can be done.Special reports are available on:* summary statistics by library* Duplicate holdings by ISSN and Title* Duplicated ...

After the list expiry time that you specified when uploading the list, you should receive a reminder email to create your delivery lists and close the duplicates list. The delivery list facility is designed to help save time in allocating and delivering the duplicates.





1

From the Duplicates menu, click on the Delivery Lists tab. You can then select ...
This page allows you to review the shared resources in your network. You may upload resources to this area. Documents in this area are visible only to members who are logged into the system. While this area is commonly used for delivery of Document Delivery (DD) requests, it can also be used to load minutes and other documents/resources relevant to GRATISNET members. Contact the support@intersearch.com.au email if you need additional resource categories to be added to this menu. ...
The statistics report provides you with inbound and outbound request counts for all libraries in the network.State and national network administrative logins can be used to produce inbound and outbound statistics on a state-by-state and national basis. 1 From the home page, click on the Administration button. ...
If you decide that you do not require a selected duplicate (as the requesting library), or if you wish to review what duplicates you have selected, click on the Duplicates menu and select the My Duplicate Requests tab. You will see a list of duplicates that you have requested which have not yet been processed by the supplying library. You can checkbox and REMOVE the items you no longer require - they will then be immediately available for another library to select. ...
Other networks using Inter-SearchNetworks using Inter-Search include GLASS (GLINN/LOTTS network), LILLI (Legal Inter-Library Loans Interchange), ALLA Victoria (Legal Libraries), Qshare (QLD government/organisational) and ALIES (Australasian Libraries in Emergency Services) and of course GratisNet (Health/Medical).
Joint network memberships are available - the first joint network membership is 50% of the annual fee. Subsequent network memberships are free. Membership ...
The request button on the Inter-Search menu gives you access to a facility to process multiple citations pasted from a database search. The specific citation format needs to be configured in Inter-Search first - if yours is not listed, you will need to email a sample citation search to support@intersearch.com.au
More information on this facility is available at ...
You can manage all your library details by updating your Inter-Search profile. You can also mark your library as temporarily closed during holidays and other occasions.
In order to update your profile, take the following steps.

Log on to your Inter-Search system
Click the HOME button
Scroll down and look for the "Edit my library details" link. Click this link
Your library should ...
If your license prevents you supplying some titles through Inter-Library Loan, you can indicate some of your holdings to be "private".
These will be visible only to your library and not to others searching on this network. To mark a holidng entry as private do either of the following:
Method 1: editing your holdings entry by searching by journal title:

Click on the SEARCH button
Type in the name of the journal in ...
You can review documentation on the Inter-Search list serve at the Inter-Search FAQ site:
http://www.intersearch.com.au/support.html
A general users FAQ is available at: http://listserve.prosentient.com.au/faq.php
A detailed users guild is available at http://www.prosentient.com.au/intersearch/docs/list_serve_user_guide.doc
A full administrative panel to add users is available to State and National administrations using the ...
In some cases, your library may not be able to fulfill an Inter-Library Loan request. Where that request is recieved via Email. This FAQ guildes you through the process of electronically forwarding your request to the next library with holdings.
When your library receives an Inter-Library Loan request by email, this email request will contain in the COMMENTS area of the request a link which you can click on our paste into a browser to forward ...
You can add additional emails to the list serve using the "my listserve logins" link at the top of the library list page.
Take the following steps:

Log on to GratisNet
Click on the Search button
Type in your NUCOS and click the DIRECTORY button
Your library should appear in the list.
Click on the "My Listserve Logins" link at the top of the page.

Add as many additional list serve ...
You can add new titles to the system either one-at-a-time, by subscribing to an e-journal collection or by bulk update of your journals.

SINGLE TITLE ADDITION

1. Search for the journal title and ISSN to make sure it is not already on the Gratisnet database.
2. Click on ‘Administration’ from the left side buttons and then on the next page, select ...
Would you like enhanced online searching of your catalogue? Consider moving to our Koha hosted Library Management System solution. Koha provides Library-2.0 features along with the capability to integrate content from different sources.

For more informaiton email ejb@prosentient.com.au. We provide a fully managed service on a low monthly fee for access (as low as $150/month depending on the number of your online ...
REPORT ON HOLDINGS
can you do the following to produce a nice formatted holdings report:
Log on to GratisNet
Click on the Search button
Type in your NUCOS and click the DIRECTORY button
Your library should appear in the list.
Click on the Holdings link.
Click on the REPORT button (on the top right-hand side with LIMIT and ALLRECORDS)
Make sure you checkbox Journal Title and ISSN - you can remove ...
You can update your profile of journal holdings at any time you like. It is quite easy to import holdings from a spreadsheet or from other sources.
UPLOADING HOLDINGS
The easiest way is to create a text file or spreadsheet with the at least following three columns with a TAB character between each column:
Journal Title
ISSN
Holdings
eg
The study of science 9553-2223 (8) 200 - (9) 2009
If ...




Interloans networks are independently managed by the libraries in the network. They have co-ordinators and committees responsible for membership. Please review the contacts pages in each network for membership details.



Click on the Networks menu to see all of the Interloans networks and the Sites menu to see the participating libraries.
...

You can update your profile of journal holdings at any time you like. It is quite easy to import holdings from a spreadsheet or from other sources.

Uploading holdings

The easiest way is to create a text file or spreadsheet with the at least following three columns with a TAB character between each column:


Journal Title

ISSN

Holdings


eg: The study of ...

You can manage all your library details by updating your Interloans profile. You can also mark your library as temporarily closed during holidays and other occasions.

In order to update your profile, take the following steps.


Log on to your Interloans system

Click the HOME button

Scroll down and look for the "Edit my library details" link. Click this link

Your ...

Single title addition

1. Search for the journal title and ISSN to make sure it is not already on the Gratisnet database.

2. Click on ‘Administration’ from the left side buttons and then on the next page, select ‘Journals’. In the top right hand corner, click on the ‘Recommend a New Title’ underlined link. Fill out the form with as much information as you have - especially ISSN if possible.

...

In some cases, your library may not be able to fulfil an Inter-library Loan request. Where that request is received via email. This FAQ guides you through the process of electronically forwarding your request to the next library with holdings.

When your library receives an Inter-library loan request by email, this email request will contain a link in the COMMENTS area which you can click on or paste into a browser to forward to ...

If your license prevents you supplying some titles through Inter-library loan, you can indicate some of your holdings to be "private".

These will be visible only to your library and not to others searching on this network. To mark a holdng entry as private do either of the following:

Method 1: editing your holdings entry by searching by journal title:


Click on the SEARCH button

Type in the name of the journal ...

Inter-search: FAQ

Web Services: FAQ

Inter-publish: FAQ

The Manage configuration page is used by System Administrators to create and maintain the settings that tell InterPublish how to do its job. These settings take the form of name, value pairs and should only be created or changed by the application service provider. The major functions on this page allow a System Administrator to: Add a new configuration item - to the list of existing InterPublish configuration items Modify - an existing InterPublish configuration item ...
The Manage logins page is used by Administrators to add, modify and delete administrative account (logins) for the InterPublish application. The major functions on this page allow you to: Add a new login - create an account for new InterPublish Administrator Search - for an existing administrator's details Modify - an existing administrator account Delete - an existing administrator account Reset - the password for an existing account ...
The Manage help page is used by Administrators to add, modify and delete Help messages for the InterPublish application. The major functions on this page allow you to: Add a new help item - create a tool tip, field tip or script page help Modify - an existing help item Delete - an existing help item ...
On the Manage search group page you can modify the details of the chosen search group and the sites associated with it. The following details about a particular search group can be modified: search group name and status - change the details as required and click Save and Close the sites this search group is monitoring - use the action links to enable/disable sites available to this search group. If the site required is not listed it will first need to be configured using the Manage Sites function under Setup. the search terms being used - search terms specific to a site in the context of this group are maintained through the edit search terms action link. ...
Use this page to modify the Search terms that will be used to find content in this particular search group and site. InterPublish employs up to three kinds of search terms to ensure you locate only the documents you are interested in - no more and no less. 1) Site search terms In the initial site search, Interpublish will use your terms to identify an initial set of documents that match your criteria. It will refer to the site setup information (under Manage Sites) to help it extract key metadata from the HTML (Title, Author, Date, URL, Text) and write these into the InterPublish database together with a PDF version of the page or document. The Site search terms are the ...
The Review and alert page shows you matching documents found by InterPublish and lets you distribute them by HTML formatted email to your email subscribers. The functions on this page allow you to: Update metadata - save any changes you make to the metadata fields describing the document Accept document- distribute an HTML version of this new document to your mailing list subscribers Reject document- do not send an HTML version of this new document to your mailing list subscribers Review later - hold this record in the InterPublish database pending further review Procedures To review and send alert emails to your mailing list subscribers: ...
The Manage an email list page is used by Administrators to maintain a list of patrons having something in common for the purpose of sending them new content alerts. There could be an email list for members of the management team, for example, who are interested in any new publications that mention the name of their company (or main competitors). Once the list is established email addresses can be added or removed. Individual patrons will often be found in several email il lists, the mix of which represents their portfolio of interests. Each email list is associated with one or more website search groups. Search groups are collections of websites that will ...
The XPATH configuration wizard is a tool that will assist you to specify how you want InterPublish to scan a site on the internet. Based on your instructions the wizard will build an XML query which extracts the required data from the web page or pages. Even with the help of the wizard, this is a fairly technical area and most sites will need assistance from the vendor, at least in the first instance. Administrators who are using the wizard should be aware of the following pitfalls: Index numbers Be careful using index numbers (eg. a[1] where the index number is 1). These can make your queries more powerful, as you can choose the first A element as your title ...
The Modify an email address page is used by Administrators to maintain the details of a patron, including their name, email address and website search groups associated with this patron. The major functions on this page allow you to: Modify the email address - of the patron Modify the name - of the patron Remove a search group - from which the patron curently receives alerts Add a search group - from which the patron will receive future alerts ...
The Review and publish page shows you matching documents found by InterPublish and allows you to accept or reject them for publication to your content repository. InterPublish currently supports the Koha libraray management system and the DSpace digital repository application and can be integrated with any such software. A repository application will need to be present and configured before you can use the Review and publish function. The functions available on this page are: Update metadata - save any changes you make to the metadata fields describing the document Add as site - tell InterPublish that this page is not a document but ...
Admininstrators use the Manage a metadata element page to customise metadata elements InterPublish. Metdata elements contain the descriptive information that accompanies an online document such as Title, Author, Date, etc. InterPublish does the following with the metadata items defined through this page: takes the information provided and searches for these metadata items in documents on the sites being scanned creates matching metadata fields in the Review & publish and the Review & alert forms for working with candidate documents maps these metadata fields in InterPublish to corresponding Dublin Core or MARC fields to be populated when the document is exported to other ...
The Document history page displays a list of items captured and stored in the InterPublish database with the option of adding them to your repository. The following functions are available: Search by date captured - select the number of days past from which to search for documents Search document history - search for an document using the optional filters Review and publish a document using InterPublish - click the link under Action Visit the original document - click link under SiteURL to view the document on the internet ...
InterPublish is a web-based application for the automated monitoring, capture and distribution of internet content, for the purpose of maintaining current awareness among patrons of latest published developments in their field or fields of interest. Broadly speaking the following steps are required to set up and operate InterPublish for this purpose: A) InterPublish setup Setting up InterPublish for the first time will generally require some assistance from Prosentient Systems for the nominated application administrator in the Library. Setup generally requires the specification within the application of the following information: 1) Metadata elements: the metadata ...
The Scanning logs page generates a report giving the dates, times and results of scans it has conducted since the start date you specify. NB. this report will take some time to run.
InterPublish is a web-based application for the automated monitoring, capture and distribution of internet content. The background Libraries have always played the vital role of keeping patrons across the latest developments in their field. In the past librarians have built extensive physical collections of paper-based publications. Now in the 21st century much news and information is published quickly and conveniently on the internet. Increasingly documents may never find their way into paper publication. The challenge for libraries is to keep across the volume of new and relevant content published on the internet, bring it to the attention of the library's patrons ...
The Fetch emails page provides a tool that is useful when one or more mailboxes are being monitored. InterPublish is able to monitor mailboxes for content matching the specified search criteria and, as with other document types, scans can be scheduled for any time but typically occur overnight. Email communications are sometimes time-critical so this page also provides a tool for the librarian to initiate an adhoc scan of monitored mailboxes should it be required. If you receive an error message when you visit this page it means that either: your site is not yet configured to monitor a mailbox, or your site is configured but there is an error in the configuration, ...
Glossary of terms This is a list of terms and their meaning as used in the InterPublish documentation: Term Meaning accept a document A document is judged by a librarian to be of further interest to patrons. administrator The InterPublish application administrator in your organisation. alert Notification to patrons about documents of interest. capture InterPublish downloads documents that have met its search criteria. configuration Specifying the parameters InterPublish will use to scan for documents of interest. document An article, story, post, email, tweet or other viable item of internet content which ...
The Manage sites page is used by Administrators to define the sites to be monitored by InterPublish. The major functions on this page allow you to: Add a new site - to the list of sites that InterPublish is monitoring Instance name: all the sites monitored by a particular library are said to belong to a single 'Instance' Site ID: created automatically and cannot be modified Site name: the name you give to the site being monitored Site URL: the URL of the site or page to be monitored Scanning methods: HTML: monitor a changing HTML page by scanning it using XPath RSS: monitor a changing RSS feed SITESEARCH: search a site using the Google Search API ...
Access helpful information about using InterPublish from any page. You may: hover over a button or field to see a tool tip click on the Show help button, top right of every page, to see an explanation of that page click on the Help button on the left side of the screen to see a list of all help topics
The Manage search groups page is used by Administrators to define and maintain groups of one or more internet sites to be monitored. The 'smarts' in a search group is the collection of search terms and filters that are applied to the content on a site each time it is scanned. Consider a search group set up to monitor the Sydney Morning Herald and The Australian on behalf of patrons researching media coverage of indigenous affairs. Both these sites will be targetted with a set of tailored search terms and filters designed to capture stories they publish on the topic. The search terms and filters will be individually tuned for each site because sites differ in the ...
InterPublish is a web-based application for the automated monitoring, capture and distribution of internet content, for the purpose of maintaining current awareness among patrons of latest published developments in their field or fields of interest. Broadly speaking the following steps are required to set up and operate InterPublish for this purpose: A) InterPublish setup Setting up InterPublish for the first time will generally require some assistance from Prosentient Systems for the nominated application administrator in the Library. Setup generally requires the specification within the application of the following information: 1) Metadata elements: the metadata ...
The Manage email lists page is used by Administrators to maintain lists of patrons sharing a common research interest and wishing to receive alerts about particular kinds of new content. Each email list is associated with one or more website search groups. Search groups are collections of websites that will be monitored using particular search terms designed to cater to the interests of a particular email list. There might be an email list for members of the management team who are interested in any new publications that mention the name of their company or their company's competitors. Another list may be designed for staff who are ...
Manage email addresses page is used by Administrators to maintain the email address of a patron wishing to receive new content alerts. Having registered the name and email address for a patron using this page you are able to add the person to one or more mailing lists. Should a patron change their email address or no longer wish to receive alerts you would revisit this page to modify or delete their record. The functions on this page allow you to: Email (address) - the email address of the patron Name - the name of the patron Modify - an existing email address Delete - an existing email address ...
Admininstrators use the Manage a metadata usage page to specify the descriptive information to be extracted from online documents for cataloguing these documents in other library systems. Metdata elements contain the descriptive information that accompanies an online document such as Title, Author, Date, etc. Any number of metadata elements can be defined, according to the requirements of the particular library. These metadata items are used to customise the forms with which the librarian reviews, catalogues and publishes scanned documents in InterPublish. Documents can be scanned for metadata with reference to either a text-based authorities file or a ...