Koha Testing Plan – Post Migration/Upgrade Checklist

Koha Testing Plan – Post Migration/Upgrade Checklist

Koha Testing Plan – Post Migration/Upgrade Checklist

If you’ve have recently installed and started using Koha (welcome to the family!) or have recently done a major upgrade, this checklist will help you to test if your Koha modules are working as expected.

We recommend that you follow each of the steps in this Koha testing plan in order. If things are working as expected, then tick the checkbox next to the item which you tested. You can close the page and come back to it later (we use cookies to keep track of your progress). Links to video tutorials are courtesy of ByWater Solutions

[frontend-checklist name=”Post Koha Upgrade/Migration Checklist”]

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Koha Testing Plan – Post Migration/Upgrade Checklist

Koha Testing Plan – Catalogue Module Checklist

Koha Testing Plan – Catalogue Module Checklist

If you’ve have recently installed and started using Koha (welcome to the family!) or have recently done a major upgrade, this checklist will help you to test if your Koha modules are working as expected.

We recommend that you follow each of the steps in this Koha testing plan in order. If things are working as expected, then tick the checkbox next to the item which you tested. You can close the page and come back to it later (we use cookies to keep track of your progress). Links to video tutorials are courtesy of ByWater Solutions

[frontend-checklist name=”Catalogue Checklist”]

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Koha Testing Plan – Post Migration/Upgrade Checklist

Koha Testing Plan – OPAC Module Checklist

Koha Testing Plan – OPAC Module Checklist

If you’ve have recently installed and started using Koha (welcome to the family!) or have recently done a major upgrade, this checklist will help you to test if your Koha modules are working as expected.

We recommend that you follow each of the steps in this Koha testing plan in order. If things are working as expected, then tick the checkbox next to the item which you tested. You can close the page and come back to it later (we use cookies to keep track of your progress). Links to video tutorials are courtesy of ByWater Solutions

[frontend-checklist name=”OPAC Testing”]

Did you find this helpful? Are there any comments or suggestions that you might have? Let us know in the comments section below. And don’t forget to subscribe and follow us on our social media channels!

Koha Testing Plan – Post Migration/Upgrade Checklist

Koha Testing Plan – Administration Module Checklist

Koha Testing Plan – Administration Module Checklist

If you’ve have recently installed and started using Koha (welcome to the family!) or have recently done a major upgrade, this checklist will help you to test if your Koha modules are working as expected.

We recommend that you follow each of the steps in this Koha testing plan in order. If things are working as expected, then tick the checkbox next to the item which you tested. You can close the page and come back to it later (we use cookies to keep track of your progress). Links to video tutorials are courtesy of ByWater Solutions

[frontend-checklist name=”Koha Admin Checklist”]

Did you find this helpful? Are there any comments or suggestions that you might have? Let us know in the comments section below. And don’t forget to subscribe and follow us on our social media channels!

Koha Testing Plan – Post Migration/Upgrade Checklist

Koha Testing Plan – Search Module Checklist

Koha Testing Plan – Search Module Checklist

If you’ve have recently installed and started using Koha (welcome to the family!) or have recently done a major upgrade, this checklist will help you to test if your Koha modules are working as expected.

We recommend that you follow each of the steps in this Koha testing plan in order. If things are working as expected, then tick the checkbox next to the item which you tested. You can close the page and come back to it later (we use cookies to keep track of your progress). Links to video tutorials are courtesy of ByWater Solutions

[frontend-checklist name=”Search Checklist”]

Did you find this helpful? Are there any comments or suggestions that you might have? Let us know in the comments section below. And don’t forget to subscribe and follow us on our social media channels!

How to Enable PayPal Payments in Koha

How to Enable PayPal Payments in Koha

Since Koha 16.05, one of the exciting new features available is that you can now receive payment of fines and other library charges, including membership fees, in Koha via PayPal. In this article, we showed you how to test PayPal integration in Koha using the sandbox mode. If you are satisfied that everything is working according to plan in sandbox mode, you can now switch to production mode. This means you will now be able accept actual payments through Koha from patrons via PayPal.

In this tutorial, we will show you how to enable PayPal payments in Koha (16.05 onwards).

Step 1 – Set up your PayPal Account

If you don’t have a

  1. Create a business account here.
  2. With a PayPal business account, you can receive payments via credit or debit card. There are some fees associated with transactions in your account. Read more about them here.
  3. Follow all the steps required to create your business account. After confirming your account via the email sent to your address, you will be redirected to the Business Account Set Up.
  4. Under Payments Setup, choose “On Your Website”
  5. Click “Continue”
  6. Select “Process all payments, including credit cards, through PayPal.”
  7. Click “Continue”
  8. Click “Option A”
  9. Click “Setup API credentials”
  10. Click “Request API credentials”
  11. Select “Request API signature
  12. Click the “Agree and Submit” button
  13. In the next page, your API username, password and signature are hidden by default. Click “Show” to reveal them.
  14. Keep the window open so you can copy and paste the credentials in the next page.
  15. Go to Step 2

If you already have an existing PayPal Business Account, do the following

  1. Login to your business account
  2. Go to Home > Selling Tools
  3. Click on “Selling Preferences”
  4. Under My Profile, go to “API access”
  5. Click on  “Update”
  6. Click “View API Signature” in Option 2
  7. Your API username, password and signature are hidden by default. Click “Show” to reveal them.
  8. Keep the window open so you can copy and paste the credentials in the next page.
  9. Go to Step 2

Step 2 – Enter the PayPal API Credentials in Koha System Preferences

  1. Log in to your Koha Staff Page
  2. Go to Home > Administration
  3. Click on Global System Preferences
  4. Click on OPAC
  5. Scroll down to Payments
  6. Under EnablePayPalOpacPayments PayPalSandboxMode select “Allow” patrons to make payments from the OPAC via PayPal in “Production” mode.
  7. Enter the description you want your patrons to see when they check out/make the payment under PayPalChargeDescription
  8. Enter the API password from your PayPal account under PayPalPwd
  9. Enter the API username from your PayPal account under PayPalUser
  10. Enter the API signature form your PayPal account under PayPalSignature
  11. Click Save all OPAC Preferences

That’s it! You will now be able to receive payments in Koha via PayPal.

Was this tutorial helpful to you? Do you have any comments, thoughts or suggestions? Let us know in the comments section below!