bookhoard/docs/user/devices/koreader-setup.md

<!-- Ground truth: bookhoard.koplugin main.lua (menu tree, defaults, approval
     flow) + the server-side koreader endpoints. Re-verify against the plugin
     source when the plugin changes. -->

# KOReader Device Setup Guide

This guide will help you set up KOReader on your e-reader device to sync with
Bookhoard — reading position, bookmarks, highlights, notes, and even your
ratings, reviews, and reading time.

## What is KOReader?

KOReader is an open-source e-reader application that supports a wide range of
e-reader devices including:

- Kindle devices (Paperwhite, Oasis, Voyage, etc.)
- Kobo devices (Clara, Aura, Nia, etc.)
- PocketBook devices

It also runs on Android tablets and phones — though on Android the dedicated
[Bookhoard app](android-app.md) is the better option.

## Prerequisites

Before you begin, make sure you have:

- ✅ A Bookhoard instance running and accessible on your network
- ✅ A web browser logged in to your Bookhoard account (for device approval)
- ✅ A KOReader-compatible e-reader device
- ✅ Your device connected to the same Wi-Fi network as your Bookhoard instance

## Installing KOReader

### Kindle Devices

1. **Install KOReader**
   - Download the latest KOReader release from [koreader.rocks](https://koreader.rocks/)
   - Extract the `koreader` folder to your Kindle's root directory
   - Safely eject your Kindle from your computer

2. **Launch KOReader**
   - On your Kindle, go to Home → Settings → Device Options → Personalize Your Kindle
   - Select `koreader` from the launcher options
   - Alternatively, you can use the `linkjail` method to access KOReader directly

3. **Enable Wi-Fi**
   - In KOReader, tap the network icon in the top menu
   - Connect to your Wi-Fi network

### Kobo Devices

1. **Install KOReader**
   - Download the latest KOReader Kobo package from [koreader.rocks](https://koreader.rocks/)
   - Copy the `koreader` folder to your Kobo's `.adds/` directory
   - Safely eject your Kobo from your computer

2. **Launch KOReader**
   - Eject and disconnect your Kobo
   - Kobo will restart and you'll see KOReader as an option
   - Alternatively, create a shortcut on your home screen

3. **Enable Wi-Fi**
   - In KOReader, tap the network icon
   - Connect to your Wi-Fi network

### PocketBook Devices

1. **Install KOReader**
   - Download the PocketBook version from [koreader.rocks](https://koreader.rocks/)
   - Copy to your device and install via the package manager

2. **Launch KOReader**
   - Open KOReader from your apps menu
   - Enable Wi-Fi in the network settings

## Connecting KOReader to Bookhoard

Setup is done **on the server**: you approve the device from the Bookhoard
web interface — no usernames, passwords, or tokens to type on the device.

### Step 1: Install the Bookhoard Plugin

Installation is a git clone straight into your KOReader `plugins/` folder —
no download-and-copy step:

```bash
cd koreader/plugins        # .adds/koreader/plugins on Kobo
git clone https://git.linuxhg.com/Bookhoard/bookhoard.koplugin
```

Then restart KOReader.

**Updating later** is the same, smaller: in the `bookhoard.koplugin` folder,
`git pull`, then restart KOReader.

### Step 2: Point the Plugin at Your Server

1. Open KOReader, tap the **wrench icon** at the top (the tools menu)
2. Find and tap **Bookhoard sync**
3. Tap **Server URL**, enter your server address, then tap **OK**:

   ```
   http://YOUR_COMPUTER_IP:8765
   ```

   Use your server's LAN IP (or domain if you have one configured).

### Step 3: Register the Device

1. In the same **Bookhoard sync** menu, tap **Register device**
2. On your computer or phone, open Bookhoard and go to the **Devices** page
   (sidebar navigation)
3. Your device appears under **Pending Device Registrations** — click
   **Approve** to connect it

The plugin waits on the device and finishes by itself the moment you
approve. Once approved, its credentials are stored automatically, sync
events are armed, and Bookhoard's OPDS catalog is added to your KOReader —
no further configuration is needed.

> **Note:** Pending registrations expire after 5 minutes. If yours expires
> ("Registration expired"), just tap **Register device** again and approve.

### Auth Token (Advanced)

The Devices page shows each KOReader device's **Auth Token**. You normally
never need it (the plugin receives it automatically during approval), but it
can be re-entered manually in the plugin settings if you're moving a setup
between devices or debugging.

## The Bookhoard sync menu

Everything the plugin can do lives in one place: **wrench icon → Bookhoard
sync**. The menu changes shape depending on whether you are connected.

### Before you're connected

- **Server URL** — your server's address
- **Register device** — starts the approval flow above

### Once connected — one-tap actions

| Menu item | What it does |
| --- | --- |
| **Push progress from this device** | Force-push this device's position to the server |
| **Pull progress from server** | Force-pull the server's position onto this device |
| **Sync rating, review & time now** | Push your rating, review, and accumulated reading time for the current book immediately |
| **Setup OPDS catalog** | (Re-)adds Bookhoard's catalog to KOReader's OPDS list — normally done for you at approval |
| **Device info** | Shows this device's ID and the server it talks to |
| **Disconnect** | Forgets the device's credentials (after a confirmation) |

### Automatically push progress

This toggle is the on/off switch for background sync — **it starts off**, so
after approval, turn it on to get automatic syncing. With it on, progress
pushes as you read and on close/suspend; the plugin may prompt about turning
Wi-Fi on at those moments depending on your device.

Two related settings sit under it:

- **Periodically sync every # pages** — how many page turns between updates
  (default 50; set 0 to disable periodic updates)
- **Sync mode** — **Immediate** pushes right away, **Checkpoint** batches
  changes for slower connections or battery saving

### Sync behavior — who wins when states differ

These two settings decide what the device does when its progress and the
server's disagree, without you opening the Conflicts page:

- **Sync to a newer state** — the server has *newer* progress than this
  device (default **Prompt**: the device asks before adopting it; alternatives
  are **Silently** or **Never**)
- **Sync to an older state** — this device has *newer* progress than the
  server (default **Never**: the device never rolls itself back)

Set both to **Silently** for hands-off syncing, or leave the defaults if you
want a say whenever progress would move.

### What to sync

Seven toggles, all on by default, each controlling one kind of data:

- **Reading progress**
- **Bookmarks**
- **Highlights**
- **Notes**
- **Ratings** — your book ratings made in KOReader
- **Book review** — your review text
- **Reading time** — time-spent statistics

Turn off anything you'd rather keep local; the rest keeps flowing both ways.

## What Syncs

Once connected and enabled, the following sync in both directions between
KOReader and Bookhoard (web, Android, and other devices), each governed by
its toggle above:

- **Reading position** — percentage, chapter, and EPUB CFI where available
- **Bookmarks**
- **Highlights** — including highlight colors, mapped between the web and
  KOReader palettes
- **Notes** — standalone and attached to highlights
- **Ratings, review, and reading time** — pushed to the server (push any
  time from the menu with **Sync rating, review & time now**)

Books are matched automatically using UUIDs, file hashes (SHA-256,
format-aware so converted files still match), file aliases, and
title/author fallback. If a book can't be matched, it shows up under the
device's **Unlinked Books** in Bookhoard, where you can link it manually.

## OPDS Wireless Book Delivery

At approval the plugin adds Bookhoard's OPDS catalog to KOReader (and
**Setup OPDS catalog** re-adds it any time), so you can browse and download
books wirelessly — no USB cable needed.

### Browse and Download Books

1. In KOReader, open the OPDS catalog list and tap **Bookhoard**
2. Browse your library: all books, collections, and recent additions
3. Tap a book to see details and **Download** it

### Supported Formats

- **EPUB**: Standard ebook format
- **KEPUB**: Kobo-optimized format
- **PDF**: Fixed-layout documents
- **CBZ**: Comic book archives

Books downloaded via OPDS are automatically matched to your library, so
their progress syncs from the first page.

## Troubleshooting

### Pending Registration Never Appears

**Problem**: You entered the Server URL, but no pending registration shows in Bookhoard

**Solutions**:

1. Verify the Server URL is correct (no trailing path — just the base address)
2. Make sure KOReader is connected to Wi-Fi
3. Check the Bookhoard server is reachable from the device's network
4. Registrations expire after 5 minutes — tap **Register device** again and approve quickly

### Connection Refused

**Problem**: "Connection refused" error on the device

**Solutions**:

- Verify Bookhoard is running
- Check the server address and port (default `8765`)
- Ensure the device is on the same Wi-Fi network as the server
- Use the server's LAN IP instead of `localhost`

### Sync Not Working After Approval

**Problem**: Device shows as approved but changes don't appear in Bookhoard

**Solutions**:

- **Automatically push progress** defaults to off — turn it on in the menu, or push once with **Push progress from this device**
- Check the device shows as enabled on the **Devices** page (open its settings from the icon next to the device)
- Verify the book appears as an unlinked book for the device and link it if needed
- Check Bookhoard server logs for errors

### Turning on auto-sync asks about Wi-Fi

If enabling **Automatically push progress** shows a message about
**"Action when Wi-Fi is off"**, open KOReader's Network settings and set
that action to **turn on** — auto-sync needs permission to bring Wi-Fi up by
itself.

### Conflicts Detected

**Problem**: Sync conflicts when reading the same book on multiple devices

**Solutions**:

1. Open the book's detail page and click **Sync Progress**, or open the Conflicts page (`/conflicts`)
2. Review the progress reported by each device
3. Choose a resolution: keep one side's progress, keep the server's, or let the furthest progress win

For day-to-day control of the same question on the device itself, use the
**Sync behavior** settings (newer state / older state).

## Security Best Practices

1. **Use HTTPS**: If exposing Bookhoard beyond your LAN, configure SSL/TLS
2. **Network Security**: Ensure your Wi-Fi network is secure (WPA2/WPA3)
3. **Device Authorization**: Only approve pending registrations you initiated
4. **Revoke lost devices**: Remove devices you no longer use from the Devices page

## Additional Resources

- [KOReader Documentation](https://github.com/koreader/koreader)
- [KOReader Forum](https://www.mobileread.com/forums/forumdisplay.php?f=271)
- [Bookhoard Universal Sync Guide](../sync-guide.md)
- [Bookhoard KOReader Plugin](https://git.linuxhg.com/Bookhoard/bookhoard.koplugin)