Advanced Level Training on Koha / Total Library Solution - TLS - (ToT), December 4-8, 2017 – PASTIC, Islamabad All training material provided during this training can be found at: https://drive.google.com/drive/folders/1hwWGHV1iHgcpjK_tw6-Xgf-ZVUPchIS_

1. Advanced Level Training on Koha ILS
Dec 4-6, 2017 – PASTIC, Islamabad
Lead Trainer:
Ata ur Rehman
ata.rehman@gmail.com
1

2. Sequence of Study/Training
 Virtualization – Introduction to Virtual Box / VMWare
 Installation of Linux (Ubuntu – Xubuntu)
 Linux System Administration / Important Commands
 Remote Linux Server Administration
 LAMP Model: Linux, Apache, MySQL, PHP/Perl
 Client/Server Environment
 Koha Architecture
 OPAC, Intranet/Staff Client
 Core Code/Templates
 Koha Installation: Tarball Vs Packages, Live CDS/DVDs
2

3. Sequence of Study/Training (Cont.)
 TLS: Download, Burn, Install/Deploy on Server/PC/Laptop
 Configuring TSL/Koha: LAN/Internet, Live IP, Domain, Sub-domain
 Upgrade Koha
 Configuring E-mail Reminders, Alerts
 Z39.50 Servers: Configuring targets
 Customization: OPAC, Staff Client
 Serial Module
 Sample Serial Patterns
 Editing Koha Configuration (koha-conf.xml)
 MySQL Database, User, Koha as Public Server
3

4. Sequence of Study/Training (Cont.)
 Reports
 User defined/customized reports generation
 Circulation Module
 Offline Circulation in Koha
 Remastering/Backups
 Cron Jobs
 TLS Server Maintenance: Online/Offline
 MARC: Biblios/Holdings/Organizations
 Other features/contents of TLS
 DSpace, Greenstone, WordPress
4

5. Sequence of Study/Training (Cont.)
 Data Migration: To Koha, From Koha
 MARCEdit, MS Excel, MS Access, Text
 Developing Library Web-Portal using TLS
 How to get Koha Support
 Embed Koha Search in your website
 SIP/SIP2 - Standard Interchange Protocol (Developed by 3M)
 NCIP (NISO* Circulation Interchange Protocol)
 Pazpar2
*National Information Standards Organization
5

6. Day 1
December 4, 2017
6

7. Virtualization / Linux Installation
 Physical Computer vs Virtual Computer
 Open Source Solution: Virtual Box
 Installation of VB
 Creating Linux Virtual Machine
 Installation of Linux using .iso
 Installation of VB Guest Essentials
 Configuration of VB Networks, Shared Clip-board, Drag and Drop, etc
 Familiarization with Linux Environment / XFCE Desktop
 Introduction to Linux  Next Slide
7

8. Introduction to Linux and Important
Commands
 Linux is the best-known and most-used (Free?) open source operating
system.
 An operating system is the most important software that runs on a
computer. It manages the computer's memory, processes, and all of its
software and hardware.
 Command-line based / with separate Desktop
 Gnome, KDE, Xfce, LXDE, etc.
 Important Commands
 ls, pwd, clear, mkdir, rmdir, touch, cat, cd, vi,vim, nano, mousepad,gedit,
passwd, cp, mv, rm, su, sudo, chmod, chown, apt-get, wget, tar, find, locate,
export, crontab, ifconfig, tee, top, ps, kill, killall, apt-key
8

9. End of Day 1
 Things to do / Home Work
 Installation of Virtual Box / VM Ware Workstation
 Creation of Virtual Machine
 Configuration and Installation of Linux (Any flavor)
 Practice of all Linux Commands Learnt
 Explore SSH / Putty
 Explore Webmin
9
Have a Good Day 

10. Day 2
December 5, 2017
10

11. System Administration /Important Commands
 ls (as dir in DOS/Windows)
 Switches - -a, -s, -l, etc.
 pwd
 Output – Current working directory
 clear
 Clears the screen / Scroll up everything
 mkdir / rmdir
 Create/Delete Directory/Folder
 touch filename
 Creates new file filename
 Introduction to Text Editors (vi, vim, nano, mousepad, etc)
11

12. Important Commands (cont…)
 cat filename
 Shows the contents of file in terminal
 rm filename/foldername
 rm –r file/folder
 File permissions/ownership in Linux
 Permission Groups: Owner/User, Group, Other, All users (u, g, o, a)
 Permission Types: Read, Write, Execute (_rwx)
 Binary notations for permissions: r=4, w=2, x=1
 chmod command to change permissions
 chmod 444 filename / chmod o+x filename
 chown command to change ownership
 chown user:group filename
12

13. Important Commands (cont…)
 stat filename
 Statistics / property of file, permissions in binary format
 cd (change directory)
 cd /path/of/dir
 cd .. (up directory)
 cp / mv commands for copy and move respectively
 su/sudo
 apt-get/apt
 apt-get update, apt-get upgrade, apt-get clean, apt-get autoremove
 apt-key add
13

14. Important Commands (cont…)
 tar -zcvf filename.tar.gz foldername (to compress)
 tar -zxvf filename.tar.gz (to uncompress)
 find /path/to/be/find –name pattern
 find / -name *.txt
 locate filename.ext (not updated data until updatedb)
 info command (To get information about command)
 man command (To get manual of command)
 ifconfig (Configuring Network Interface/Card)
 ifconfig eth0 up/down, ifconfig eth0 192.168.0.1 netmask 255.255.255.0
 route add default gw 192.168.0.253 eth0
14

15. Important Commands (cont…)
 top, ps -aux
 List of current processes
 kill, killall
 To kill a process
 kill -9 pid
 killall processname
 crontab -e
15

16. Important Commands (cont…)
 export command
 This command is used to set variables / environment variables
 export VAR=value
 export PERL5LIB=/usr/share/koha/lib
 export EDITOR=/usr/bin/vim
 export PATH=$PATH:/usr/local/bin
 wget command
 To download a file using terminal
 apt-key add
 apt-key management utility
 wget -O- http://debian.koha-community.org/koha/gpg.asc | apt-key add -
16

17. Remote Server Management
 SSH Server
 apt install openssh-server
 RDP – Remote Desktop
 ssh server, xrdp, vnc server
 Webmin – Web based remote server management
 Installation process
 Update sources.list with:
 deb https://download.webmin.com/download/repository sarge contrib
 Download /add key:
 wget http://www.webmin.com/jcameron-key.asc
apt-key add jcameron-key.asc
 apt install webmin
17

18. Koha Installation: Tarball Vs Packages, Live
CDS/DVDs
 Tarball
 Installation of all components before installing Koha
 Apache, MySQL, Perl, Zebra, Yaz
 Download Koha Tarball (koha-x.tar.gz)
 Install all components / Koha
 Configure Koha with Apache, Zebra etc.
 Packages
 Package sources list update
 apt-get install koha-common
18

19. Installation of Koha
 Add Koha community repository / Update
 Install Koha
 Initial Configuration / Pre-Server Configuration
 Install MySQL/MariaDB server
 Enable Apache mods
 Create Koha Instance
 Enable more mods for Apache
 Get password for koha_library user
 Web Installer of Koha
Training
Modules
19
Help Files: https://drive.google.com/drive/folders/1hwWGHV1iHgcpjK_tw6-Xgf-ZVUPchIS_

20. End of Day 2
 Things to do / Home Work
 Practice of all Linux Commands Learnt
 Explore SSH / Putty
 Explore Webmin
 Installation and Basic Configuration of Koha
 Backups
 Remastering /z39.50
20
Have a Good Day 

21. Day 3
December 6, 2017
21

22. Important Koha Commands
koha-create --create-db instancename
koha-create --create-db library
koha-disable instancename
koha-enable instancename
koha-remove instance1 instance2 etc
Zebra related Koha Commands
koha-start-zebra instance1 instance2 etc
koha-restart-zebra instance1 instance2 etc
22

23. Important Koha Commands (Cont..)
koha-rebuild-zebra -v -f instancename
koha-stop-zebra instancename
Email enable/disable
koha-email-enable instance1
koha-email-disable instance1
Koha-conf.xml file
Public Server
Database, User, Pass
Tools – Backup, etc.
23

24. Configuring TLS/Koha: LAN/Internet, Live IP,
Domain, Sub-domain
Network Configuration in Linux
Network Settings with GUI / ifconfig
DNS for Subdomains
library.mywebsite.com
catalog.mywebsite.com, etc.
24

25. Cron Jobs
Automatic jobs done
What, when
Daily/weekly/hourly
Koha Cron Jobs
crontab command of Linux
25

26. Upgrade Koha
 Step 1: Update Packages Sources List
(/etc/apt/sources.list.d/koha.list)
deb http://debian.koha-community.org/koha oldstable
main
deb http://debian.koha-community.org/koha stable main
 Step 2:
Run in terminal:
apt-get update
apt-get upgrade AND [apt-get install koha-common] (if
necessary)
koha-rebuild-zebra -v -f instancename
 2nd Option
Update from Webmin
26

27. Remastering/Backups
 Concept
 Pros/cons
 Windows Ghost
 Size Limit – 4GB
 How it actually works / TLS Example
 Remastersys  PinguyBuilder Respin
 PinguyBuilder (ISO_Builder)
 https://sourceforge.net/projects/pinguy-os/files/ISO_Builder/
 dpkg -i pinguybuilder_4.3-8_all-beta.deb
 apt-get install -f
27

28. TLS: Download, Burn, Install/Deploy on
Server/PC/Laptop
28
 LiveDVD: www.lisolutions.org/tls
 Burn on DVD using ImgBurn
 Bootable USB: Universal USB Installer
 Use .iso file for VirtualBox or VMWare

29. Z39.50 Servers: Configuring targets
 irspy from IndexData
 http://irspy.indexdata.com
29

30. Configure gmail with Koha for alerts
 Using Exim 4
 Using PostFix
30
Training
Modules
Help Files: https://drive.google.com/drive/folders/1hwWGHV1iHgcpjK_tw6-Xgf-ZVUPchIS_

31. Configure Koha to Send SMS Alerts
 Use some E-mail to SMS service for getting SMS Package
 bulksms.net*
 Configure email address at bulksms.net and set a password/passcode
 Put mobile phone of patrons in primary email column as:
+92xxxxxxxxxx@bulksms.net
 Edit Notices/Triggers in Koha and put passcode/password of bulksms.net
account in address
 Now actually koha will send email to the above mentioned email but
bulksms.net will redirect it to patron mobile phone
31
*Remember bulksms.net is a paid service

32. Day 4
December 7, 2017
32

33. Introduction to HTML/CSS
 Basic Tags of HTML
 <html>, <head>, <title>, <body>
 <b>, <i>
 https://www.w3schools.com/html/html_basic.asp
 <DIV> Tag - https://www.w3schools.com/tags/tag_div.asp
 Cascading Style Sheets (CSS)
 https://www.w3schools.com/css/default.asp
33

34. Customization: OPAC, Staff Client
 OPAC Customization
 Koha > Administration > System preferences > OPAC >
 opacheader, OpacMainUserBlock, OPACUserCSS, OPACFavicon, OpacNav,
OpacNavBottom, OpacNavRight
 Staff Client
 Koha > Administration > System preferences > Staff Client>
 IntranetmainUserblock, IntranetNav , IntranetFavicon
34

35. Reports
 User defined/customized reports generation
 Koha Wiki Reports Library
35

36. Circulation Module
 Offline Circulation in Koha
 Concept/Model
 AllowOfflineCirculation – Enabled
 Firefox Addon: https://addons.mozilla.org/en/firefox/addon/koct/
 Built-in offline circulation module
36

37. TLS Server Maintenance: Online/Offline
 Linux Rule: Keep up/live
 Updates/upgrades
 Online/Remote Server Administration
 Webmin/Cpanel Example
 Backups/Cron jobs
37

38. MARC: Biblios/Holdings/Organizations
 MARC
 Biblios
 Holdings
 Organizations
 Elements
 Leader
 Fields
 Subfields
 Indicators
38

39. Data Migration: To Koha, From Koha
 MARCEdit, MS Excel, MS Access, Text
39

40. How to get Koha Support
 Koha Manual/Documentation
 https://koha-community.org/documentation/
 Koha Mailing List
 https://koha-community.org/support/koha-mailing-lists/
 Koha Paid Support
 https://koha-community.org/support/paid-support/
40

41. Embed Koha Search in your website
<form name="searchform" method="get" action=http://YOURCATLOG/cgi-
bin/koha/opac-search.pl id="searchform">
<input id="transl1" name="q" type="text">
<select name="idx" id="masthead_search">
<option value="kw">Keyword</option>
<option value="ti">Title</option>
<option value="au">Author</option>
<option value="su">Subject</option>
<option value="nb">ISBN</option>
<option value="se">Series</option>
<option value=“bc">Accession No.</option>
<option value="callnum">Call Number</option>
</select>
<input value="Search Catalog" id="searchsubmit" type="submit">
</form>
41

42. End of Day 4
 Things to do / Home Work
42
Have a Good Day 

43. Day 5
December 8, 2017
43

44. OPAC Header Banner
 Upload the banner/ image (e.g. banner.jpg) in
/usr/share/koha/opac/htdocs/opac-tmpl/bootstrap/images
 In Koha > Administration > Global Preferences > OPAC > opacheader,
paste the following code:
<img src="/opac-tmpl/bootstrap/images/banner.jpg">
 Save preferences - DONE!!!
44

45. On-Screen Keyboard – Urdu/Sindhi
 Add the following code in Koha > Administration > OPAC >
OpacCustomSearch:
 Note: This code and instructions are given in Training Module File
45
Training
Modules
Help Files: https://drive.google.com/drive/folders/1hwWGHV1iHgcpjK_tw6-Xgf-ZVUPchIS_

46. Zebra/Koha Configuration for UTF-8
 Edit the file: /etc/koha/zebradb/etc/default.idx
 Comment out the string charmap word-phrase-utf.chr as:
 # charmap word-phrase-utf.chr (It appears two times in file,
comment out both strings and add:
icuchain words-icu.xml (Two times after each commented file
mentioned above
 Rebuild Zebra with the following command:
sudo Koha-rebuild-zebra –v –f library [library is instance
name]
46

47. Adding Custom MARC Framework
 Create a new framework: Koha > Administration > MARC Bibliographic
Framework > New Framework
 In action button press import and provide the path to custom-marc-
framework.csv file [Provided during training]
 DONE!!!
47
Help Files: https://drive.google.com/drive/folders/1hwWGHV1iHgcpjK_tw6-Xgf-ZVUPchIS_

48. Bulk MARC Import
 To import Bulk MARC records into Koha, use the Terminal Command:
./bulkmarcimport.pl
 This script is available at
/usr/share/koha/bin/migration_tools
48

49. Tips / Tricks
Setting variables permanently:
 Open environment file
 sudo nano /etc/environment
 Add the following two lines at the end:
PERL5LIB=/usr/share/koha/lib/
KOHA_CONF=/etc/koha/sites/library/koha-conf.xml
(library is instance name)
 Logout and Login system
 DONE!!!
49

50. Group Discussion
 Topic: General
50

51. End of Day 5
51
Have a Good Day 

52. Thanks
52
www.facebook.com/ataurrehman
ata.rehman@gmail.com
www.twitter.com/ataurrehman