Koha
[an error occurred while processing this directive]At a Glance
Key Features
Modular Architecture
Implement only the modules you need. Enable features incrementally as your staff becomes comfortable with the system.
Acquisitions Workflow
Complete purchasing and receiving process with vendor management, fund tracking, and invoice processing.
Cataloging & MARC
Full MARC editing, authority control, item-level records, and support for multiple cataloging standards and protocols.
Circulation Management
Flexible policies, self-service checkout, patron holds, fine management, and detailed checkout history.
Serials Management
Manage periodicals, subscriptions, receiving patterns, and serial inventory with complete workflow support.
OPAC Discovery
Modern, responsive web-based patron interface with faceted search, social features, and personalized recommendations.
Setup Guide
- Document Current State: Create comprehensive inventory of your Symphony system. Document all branches, organizational structure, patron types, item types, and circulation policies. Export complete bibliographic records and patron data.
- Infrastructure Planning: Determine hosting strategy (cloud, on-premises, or managed hosting). Plan server specifications, database sizing, backup strategy, and performance requirements. Document integration points with other systems.
- Koha Installation & Setup: Install Koha and configure the administrative interface. Create organization structure, branches, and locations. Set up authorized value categories and define circulation rules matching your policies.
- Data Migration: Export bibliographic and patron data from Symphony. Transform data to Koha format and perform initial import. Validate record integrity, test searching, and verify patron account data.
- Customization & Training: Customize OPAC look and feel, configure notification templates, and set up user roles. Provide comprehensive staff training for all modules. Create operational procedures documentation.
- Testing & Optimization: Run pilot test with small patron group. Refine circulation policies, test edge cases, and optimize performance. Gather user feedback and make adjustments.
- Production Launch: Migrate all data, go live with full system. Monitor usage patterns, error logs, and performance. Establish ongoing support and maintenance schedules.
Resources & Links
Official Homepage
Community-driven Koha project site with releases, documentation, and news.
Documentation
Comprehensive manual covering administration, setup, and all Koha features with examples.
Community & Support
Mailing lists, forums, and community spaces where you can connect with other libraries using Koha.