implementing koha in an indian academic library
TRANSCRIPT
![Page 1: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/1.jpg)
Implementing Koha by Indian libraries
Challenges and benefits
February 21, 2017
Dr. H. Anil KumarLibrarian, Indian Institute of Management Ahmedabad
![Page 2: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/2.jpg)
Introduction
• Context specific to IIMA• Not satisfied with existing ILMS – mainly
driven by user needs – tracking / monitoring recommendations
• Explored various options from 2007 and zeroed in on OSS
• Finally selected Koha
VSL | IIM Ahmedabad
![Page 3: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/3.jpg)
Data Migration
• Export Data from LibSys Software• Below steps followed in LibSys Software– Export all Bibliographical Data from Import/Export
feature– Export all Data from Accession Register– Export all Data from Invoice Register
VSL | IIM Ahmedabad
![Page 4: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/4.jpg)
Data Migration
• Make three excel files from imported data i.e.– LibSys Import/Export file– LibSys Accession Register– LibSys Invoice Register
• Make one master excel file using above three files with MARC tag as heading.
![Page 5: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/5.jpg)
VSL | IIM Ahmedabad
Data Migration
• Make three excel files from imported data i.e.– LibSys Import/Export file (Sheet-1)– LibSys Accession Register (Sheet-2)– LibSys Invoice Register (Sheet-3)
• Make one master excel file using above three sheets with MARC tag as heading.
![Page 6: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/6.jpg)
VSL | IIM Ahmedabad
MARC tags for Excel fieldsAcc.No – 952$p | Title – 245$a | Author – 100$a | ISBN – 020$a | Call No – 082$a$b etc.
![Page 7: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/7.jpg)
Data conversion in MARC format
• STEP – 1 = Convert Master excel file into CSV format (Save as CSV)
• STEP – 2 = Convert CSV file in to MARC using MARC Edit software
Download Marc Edit - http://marcedit.reeset.net/downloads
VSL | IIM Ahmedabad
![Page 8: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/8.jpg)
VSL | IIM Ahmedabad
Data Export to Koha• MARC to Koha• Koha –> Tools -> Staged MARC record Management
![Page 9: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/9.jpg)
VSL | IIM Ahmedabad
Select MARC file
![Page 10: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/10.jpg)
Staff Interface >> Log-in Page
![Page 11: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/11.jpg)
Staff Interface
![Page 12: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/12.jpg)
OPAC | http://vslopac.iima.ac.in
New books with cover image
![Page 13: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/13.jpg)
OPAC - Online Purchase Suggestion with status
• Accepted• Order Cancelled (with reason)• Ordered by library (dd/mm/yyyy)
![Page 14: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/14.jpg)
Online Suggestion Management – Staff Interface
![Page 15: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/15.jpg)
Online Suggestion Management
![Page 16: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/16.jpg)
Suggest book on the behalf of member
Search the patron name
![Page 17: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/17.jpg)
ACQUISITIONSGOC rates with History
![Page 18: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/18.jpg)
VSL | IIM Ahmedabad
ACQUISITIONS Exchange Rates (GOC/RBI)
Home › › › Administration › › › Currencies & Exchange Rates
GOC Rates - IIMA Customization with History
GOC & RBI rate with history
![Page 19: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/19.jpg)
Basket name (Alpha Numeric); Mode of Acquisition and Item type
VENDOR
![Page 20: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/20.jpg)
Ensure "created by" is displayed by the order receiving page
VENDOR
![Page 21: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/21.jpg)
Place the new order (Discount, Misc. cost & Item Type, i.e., Books or Serials)
![Page 22: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/22.jpg)
VSL | IIM Ahmedabad
Select exchange rate (with history) while receiving the order
Search and Select Exchange rate from the history
![Page 23: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/23.jpg)
• Late order Reminder (Print & Mail)• Cancel order (Print & Mail)
![Page 24: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/24.jpg)
Cancel order with HistoryVENDOR
![Page 25: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/25.jpg)
New Order & Cancelled Order(Print & Email Option)
By VENDOR and then by BASKET
![Page 26: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/26.jpg)
Payment Details in Acquisition Module (Internal Accounting)
![Page 27: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/27.jpg)
Payment Details in Acquisition Module…
![Page 28: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/28.jpg)
…Payment Details in Acquisition Module
![Page 29: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/29.jpg)
Circulation Module – Print patron card
![Page 30: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/30.jpg)
• Circulation Module – Patron Card
![Page 31: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/31.jpg)
Pay Fine with Payment Notes
Add receipt number
Add receipt number
![Page 32: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/32.jpg)
VSL | IIM Ahmedabad
Patron modification (Batch)…
Add patron card numbers
![Page 33: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/33.jpg)
Change the category in one shot, i.e., PGP-1 to PGP-2
Change the expiration date in one shot
Change the status in one shot, i.e., TERM OVER
…Patron modification (Batch)
![Page 34: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/34.jpg)
VSL | IIM Ahmedabad
SERIALS: Ability to Print & Email New/Renewal order
![Page 35: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/35.jpg)
VSL | IIM Ahmedabad
Select mode of subscription
![Page 36: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/36.jpg)
VSL | IIM Ahmedabad
Receive duplicate issues
Duplicate issue received
![Page 37: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/37.jpg)
VSL | IIM Ahmedabad
Capture comment while serial is claimed Add Comments/Remarks
![Page 38: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/38.jpg)
Serial module with Binding option
![Page 39: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/39.jpg)
Order information link with Serial
Invoice Information
![Page 40: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/40.jpg)
Loose issue >> Binding…
Search the title
Bound together
![Page 41: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/41.jpg)
…Loose issue >> Binding
Search the title
Bound together with status and new barcode for bound volume
![Page 42: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/42.jpg)
Serial Expiration by Vendor
Search the Vendor through drop down menu
![Page 43: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/43.jpg)
• Report Module (SQL Base)– Variety of reports as per our requirements
![Page 44: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/44.jpg)
VSL | IIM Ahmedabad
Challenges
• There was no vendor support in India• Encouraged a startup – Libsoul then moved
to Infibeam, OSS Labs, and now Informatics• Challenges of living through the roller coaster
ride of a startup
![Page 45: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/45.jpg)
Challenges
• Fear of failure• Leading with doubt – long time taken to
convince all staff• Passion for OSS• Dependence on vendor for customisation• Dependence on PERL programmers• Customization (not recommended)
VSL | IIM Ahmedabad
![Page 46: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/46.jpg)
Challenges
• Path full of challenges– Vendor changes– Initially was not a viable business in India– Mindset – OSS means – “free”– No peer encouragement– Always on experimentation mode– No Indian context for backend operations– Attraction was ‘user friendliness’– Due to long time in implementation – staff frustation
VSL | IIM Ahmedabad
![Page 47: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/47.jpg)
Benefits
• Started from the scratch – Better understanding of library operations by staff
leading to reassessment of current practices – Training vendor staff– Creation of manuals– Culture of meetings, minutes, targets, monitoring and
follow-up– Merger of professional and non-professional
knowledge– Coming to the fore - LIS and IT skills of library staff
VSL | IIM Ahmedabad
![Page 48: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/48.jpg)
Benefits
• Non dependence on IT staff of the Institute• Improvement in the Image of the library• Reduced time in routine operations like
reminders, alerts, etc• Happy customers
VSL | IIM Ahmedabad
![Page 49: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/49.jpg)
VSL | IIM Ahmedabad
Benefits
• A important reference point for Koha installation in India
• Training and Koha exposure centre• Many IIMA customizations are today part of
Koha today• Proud staff!
![Page 50: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/50.jpg)
Suggestions• In-built payment gateway• Late serial reminder in print and mail format (like books)• In-built SMS alert facility for overdues, issue-renew
confirmation and registration, etc.• Mobile friendly OPAC• Integration with ERMS like CORAL or should have provision
for managing Electronic resources and their usage• In KOHA staff client, Hold confirm tab in Patron Account. By
clicking on that, user would get an email of 'Hold available for Pick-up'.
![Page 51: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/51.jpg)
VSL | IIM Ahmedabad
Suggestions
• Like purchase suggestion, the system should have ILL or data query request option; so that their request detail can be stored in Koha account and users will able to check the status of ILL and other requests.
• Should have facility of subject guide, can be integrated with SubjectPlus?
• Integration or plugin of online news (for e.g. Business news website of Bloomberg news) in Library OPAC main page
![Page 52: Implementing Koha in an Indian Academic Library](https://reader036.vdocuments.mx/reader036/viewer/2022062322/58ce935f1a28ab8c3b8b5eab/html5/thumbnails/52.jpg)
Broader issues• Koha Support in India – need more options• Indian Koha community mailing group• Number of Koha installations in India (<260) … there are
many partial users• A union catalog of all Koha users or a group of institutions
like IIMs, IITs, NITs, etc. – why not a ‘federated search’?• Training of Koha to LIS students, as a part of curricullam • Support from professional organizations / associations• Regular meetings of Koha users• Installation should be easy and user friendly