Script | Spoken-Tutorial - User contributions [en]

Koha-Library-Software/C2/Check-Expiration-and-Renew-Serial/English

2025-06-12T10:42:53Z

Anjali:

'''Title of the Script: Check Expiration and Renew Serial'''

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''Koha, Koha 24.05, Serials module, Search for serial, Check expiration serials, Check expiration, Journal subscription, Filter expired result, Renew serials, Subscription renewal, Renew serials subscription, Video tutorial.

'''Pre-requisites: '''Add subscription for serials

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Check Expiration '''and''' Renew''' '''Serial''' in '''Koha'''.
|-
|| '''Slide Number 2'''

'''Learning Objectives'''

We will learn how to:
* '''Check expiration '''
* '''Renew serial'''

|| In this tutorial, we will learn how to-
* '''Check expiration '''and''' '''
* '''Renew serial'''.

|-
|| '''Slide Number 3'''

'''System Requirement'''
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''
* A working internet connection

|| To record this tutorial, I am using
* '''Ubuntu Linux OS version 22 point 04.'''
* '''Koha version 24 point 05.'''
* '''Firefox version 131 point 0 point 3.'''

I also have a working internet connection.
|-
|| '''Slide Number 4'''

'''Pre-requisites'''
* You should have knowledge of Library Science

|| To follow this tutorial, you should have knowledge of Library Science.
|-
|| Login with '''Superlibrarian''' account

'''Username - Bella '''

'''Password - Library@1'''

Choose '''Library''' as '''Spoken Tutorial Library'''

Click on '''Login'''
|| To '''check expiration''' and '''renew''' '''serial''' I have already logged in as '''Superlibrarian'''.

|-
|| On Koha staff interface>>click on '''Serials module'''
|| On the '''Koha staff interface''' click on the '''Serials module'''.
|-
|| Cursor on '''Serials'''

Click on '''Check expiration'''
|| The''' Serials '''page opens.

Under the '''Serials''' menu, on the left side, click on the '''Check expiration''' option.
|-
|| '''Check expiration '''page
|| The '''Check expiration '''page opens.

Here, we can check the journal expiration details.
|-
|| Cursor on '''Filter results'''

'''Title- Pearl'''

'''ISSN- 0973-7081'''

'''Library: Spoken Tutorial Library'''

'''Expiring before: 01/02/2026'''
|| Under the '''Filter results''' section let us fill in the details for-

'''Title, ISSN, Library '''and''' Expiring before''' as shown here.

We will also mark the checkbox for''' Include expiration before today'''.
|-
|| Click on the '''Search'''

Cursor on''' Your search returned 1 subscription expiring before 01/02/2026.'''
|| Next click on the '''Search''' button at the bottom of the page.

This will fetch the details of the journal.

Now scroll down to see the search results.

It says '''Your search returned 1 subscription expiring before 01/02/2026'''.
|-
|| Cursor on

'''ISSN: 0973-7081'''

'''Title: Pearl: A journal of Library and Information Science'''

'''Library: Spoken Tutorial Library.'''

'''OPAC note:'''

'''Nonpublic note:'''

'''Expiration date:01/02/2026'''

'''Actions: edit/renew'''
|| Also we can see a table with journal details.

It shows the '''ISSN, Title, Library, OPAC note, Nonpublic note '''and '''Expiration date'''.

The last column '''Actions''' provides the option to edit or renew the journal.
|-
|| Narration only
|| To check all journals expiry date fill in the '''Expiring before''' field only and click on '''Search'''.

It will fetch the''' '''list of all journals that would expire before that particular date.
|-
|| Cursor on '''Actions >> Renew'''
|| To renew the journal under the '''Actions''' column''' '''click on the button''' Renew'''.
|-
|| Cursor on '''Serials subscription renew'''
|| A pop-up window '''Serials subscription renew '''opens.
|-
|| Cursor on '''Start Date'''

Enter- '''01/02/2026 '''
|| On this page enter the '''Start Date '''as shown here.
|-
|| Cursor on '''Subscription length'''

Cursor on
# '''issues '''
# '''weeks'''
# '''months'''

'''Koha '''by default selects '''4 '''as '''issues'''.
|| Next is the '''Subscription length '''field.

It is suggested to fill in one of the three fields, namely-

'''issues, weeks '''and '''months'''.

As my journal''' '''is a quarterly publication,''' Koha '''by default has selected '''4 '''as '''issues'''.
|-
|| Click on '''Submit'''
|| Next, click on the '''Submit''' button at the bottom of the window.
|-
|| Cursor on '''Subscription renewed'''
|| The '''Serials subscription renew '''window opens with the message '''Subscription renewed'''.
|-
|| Click on '''Close window'''
|| To close this window go to the bottom of the window and click on '''Close window'''.
|-
|| This brings us to the end of this tutorial.
|| This brings us to the end of this tutorial.
|-
|| '''Slide Number 5 '''

'''Summary'''

In this tutorial we learned to:
* '''Check expiration'''
* '''Renew serial'''

|| Let’s quickly recap.

Today we learned how to:
* '''Check expiration''' and
* '''Renew serial'''.

|-
|| '''Slide Number 6'''

'''Assignment'''

Check expiration and renew the following serial
* '''Title: Journal of Chemical Education'''
* '''ISSN : 0021-9584'''

|| As an assignment
* Check expiration and renew the following serial.

|-
|| '''Slide Number 7'''

'''Thank you'''
|| Thank you for joining.
|-
|}

Koha-Library-Software/C2/Send-Claim-Notice/English

2025-06-12T10:37:51Z

Anjali:

'''Title of the Script: Send Claim Notice'''

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''Koha, Koha 24.05, Serials module, Search for serial, Claim late serials, Claim notices, Notices and slips, Send claims, Email, Video tutorial.

'''Pre-requisites: '''Configure Claim Notice.

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Send Claim Notice '''in '''Koha'''.
|-
|| '''Slide Number 2'''

'''Learning Objectives'''

We will learn how to-
* '''Send Claim Notice '''

|| In this tutorial, we will learn how to-
* '''Send a Claim Notice '''

|-
|| '''Slide Number 3'''

'''System Requirement'''
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''
* '''A working internet connection'''

|| To record this tutorial, I am using
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''

I also have a working internet connection.
|-
|| '''Slide Number 4'''

'''Pre-requisites'''
* You should have knowledge of Library Science

|| To follow this tutorial, you should also have knowledge of Library Science.
|-
|| Narration only
|| Remember in an earlier tutorial we have '''Configure a Claim notice'''.

Now, we will use that '''Claim notice''' to send a late issue notification to the vendor.
|-
|| '''Slide Number 5'''

'''Remember'''

In an earlier tutorial''' Receive serials '''we received-
* Issue no 1,2 and 3 of '''Pearl: A Journal of Library and Information Science'''
* For Issue no. 4 status was showing '''Late'''
* Send claim notice for issue no. 4 that is still to be received

|| In an earlier tutorial''' Receive serials'''.

We received issue no 1, 2 and 3 of the '''Pearl: A Journal of Library and Information Science'''.

But for issue no. 4 the status was showing '''Late'''.

So here we will send claim notice for issue no. 4 that is still to be received.
|-
|| Narration only

Login with '''Superlibrarian''' account

'''Username - Bella '''

'''Password - Library@1'''

'''Library: Spoken Tutorial Library'''

Click on '''Login'''
|| To '''send '''a '''claim notice''' I have already logged in as '''Superlibrarian'''.

|-
|| On the '''Koha''' '''staff interface''', click on '''Serials module'''
|| On the '''Koha staff interface''' click on the '''Serials module'''.
|-
|| '''Serials '''page

Cursor on '''Serials'''>>'''Claims'''
|| The''' Serials '''page opens.

To the left side of the page under the '''Serials '''menu click on '''Claims'''.
|-
|| '''Claims '''page

In '''Vendor''' >> '''Powai Book Agency'''
|| The''' Claims '''page opens.

On this page the text highlighted in blue says '''Please choose a vendor'''.

For the '''Vendor '''field '''Koha''' has auto selected the vendor.

If not then from the drop down select '''Powai Book Agency'''.
|-
|| Click on''' OK.'''
|| And, click on''' OK '''at the right side of the field.
|-
|| Cursor on''' Claims for Powai Book Agency'''

Cursor on '''Missing issues'''

Click the check-box for '''Powai Book Agency.'''
|| A new page with the title''' Claims for Powai Book Agency '''opens.

Under the '''Missing issues''' scroll right and click on the check box for '''Pearl: A Journal of Library and Information Science vol.18 issue no. 4'''

Please note that the status for this journal is showing '''Late'''.
|-
|| Click on '''Send notification'''
|| Next, scroll down and click on the '''Send notification '''button at the bottom of the page.
|-
|| Narration only
|| The same page re-opens and with this an email is sent to the vendor.

Note that the email is sent from '''Koha server''' to the respective vendor.

To configure email in '''Koha''' take system admin help.
|-
|| Narration only
|| With this we come to the end of the tutorial.
|-
|| '''Slide Number 6'''

'''Summary'''

In this tutorial we learned to:
* '''Send Claim Notice '''

|| Let’s quickly recap.

Today we learned how to:
* '''Send '''a''' Claim Notice '''

|-
|| '''Slide Number 7'''

'''Assignment'''
* '''Send reminder claim notice to the vendor'''

|| As an assignment
* '''Send '''a''' reminder claim notice'''.

|-
|| '''Slide Number 8'''

'''Thank you'''
||

Thank you for joining.
|-
|}

Koha-Library-Software/C2/Check-Expiration-and-Renew-Serial/English

2025-06-11T12:32:53Z

Anjali: Created page with "'''Title of the Script: Check Expiration and Renew Serial''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Serials module, Search for ser..."

'''Title of the Script: Check Expiration and Renew Serial'''

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''Koha, Koha 24.05, Serials module, Search for serial, Check expiration serials, Check expiration, Journal subscription, Filter expired result, Renew serials, Subscription renewal, Serials subscription renew,Video tutorial.

'''Pre-requisites: '''Add subscription for serials

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Check Expiration '''and''' Renew''' '''Serial''' in '''Koha'''.
|-
|| '''Slide Number 2'''

'''Learning Objectives'''

We will learn how to:
* '''Check expiration '''
* '''Renew serial'''

|| In this tutorial, we will learn how to-
* '''Check expiration '''and''' '''
* '''Renew serial'''.

|-
|| '''Slide Number 3'''

'''System Requirement'''
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''
* A working internet connection

|| To record this tutorial, I am using
* '''Ubuntu Linux OS version 22 point 04.'''
* '''Koha version 24 point 05.'''
* '''Firefox version 131 point 0 point 3.'''

I also have a working internet connection.
|-
|| '''Slide Number 4'''

'''Pre-requisites'''
* You should have knowledge of Library Science

|| To follow this tutorial, you should have knowledge of Library Science.
|-
|| Login with '''Superlibrarian''' account

'''Username - Bella '''

'''Password - Library@1'''

Choose '''Library''' as '''Spoken Tutorial Library'''

Click on '''Login'''
|| To '''check expiration''' and '''renew''' '''serial''' I have already logged in as '''Superlibrarian'''.

|-
|| On Koha staff interface>>click on '''Serials module'''
|| On the '''Koha staff interface''' click on the '''Serials module'''.
|-
|| Cursor on '''Serials'''

Click on '''Check expiration'''
|| The''' Serials '''page opens.

Under the '''Serials''' menu, on the left side, click on the '''Check expiration''' option.
|-
|| '''Check expiration '''page
|| The '''Check expiration '''page opens.

Here, we can check the journal expiration details.
|-
|| Cursor on '''Filter results'''

'''Title- Pearl'''

'''ISSN- 0973-7081'''

'''Library: Spoken Tutorial Library'''

'''Expiring before: 01/02/2026'''
|| Under the '''Filter results''' section let us fill in the details for-

'''Title, ISSN, Library '''and''' Expiring before''' as shown here.

We will also mark the checkbox for''' Include expiration before today'''.
|-
|| Click on the '''Search'''

Cursor on''' Your search returned 1 subscription expiring before 01/02/2026.'''
|| Next click on the '''Search''' button at the bottom of the page.

This will fetch the details of the journal.

Now scroll down to see the search results.

It says '''Your search returned 1 subscription expiring before 01/02/2026'''.
|-
|| Cursor on

'''ISSN: 0973-7081'''

'''Title: Pearl: A journal of Library and Information Science'''

'''Library: Spoken Tutorial Library.'''

'''OPAC note:'''

'''Nonpublic note:'''

'''Expiration date:01/02/2026'''

'''Actions: edit/renew'''
|| Also we can see a table with journal details.

It shows the '''ISSN, Title, Library, OPAC note, Nonpublic note '''and '''Expiration date'''.

The last column '''Actions''' provides the option to edit or renew the journal.
|-
|| Narration only
|| To check all journals expiry date fill in the '''Expiring before''' field only and click on '''Search'''.

It will fetch the''' '''list of all journals that would expire before that particular date.
|-
|| Cursor on '''Actions >> Renew'''
|| To renew the journal under the '''Actions''' column''' '''click on the button''' Renew'''.
|-
|| Cursor on '''Serials subscription renew'''
|| A pop-up window '''Serials subscription renew '''opens.
|-
|| Cursor on '''Start Date'''

Enter- '''01/02/2026 '''
|| On this page enter the '''Start Date '''as shown here.
|-
|| Cursor on '''Subscription length'''

Cursor on
# '''issues '''
# '''weeks'''
# '''months'''

'''Koha '''by default selects '''4 '''as '''issues'''.
|| Next is the '''Subscription length '''field.

It is suggested to fill in one of the three fields, namely-

'''issues, weeks '''and '''months'''.

As my journal''' '''is a quarterly publication,''' Koha '''by default has selected '''4 '''as '''issues'''.
|-
|| Click on '''Submit'''
|| Next, click on the '''Submit''' button at the bottom of the window.
|-
|| Cursor on '''Subscription renewed'''
|| The '''Serials subscription renew '''window opens with the message '''Subscription renewed'''.
|-
|| Click on '''Close window'''
|| To close this window go to the bottom of the window and click on '''Close window'''.
|-
|| This brings us to the end of this tutorial.
|| This brings us to the end of this tutorial.
|-
|| '''Slide Number 5 '''

'''Summary'''

In this tutorial we learned to:
* '''Check expiration'''
* '''Renew serial'''

|| Let’s quickly recap.

Today we learned how to:
* '''Check expiration''' and
* '''Renew serial'''.

|-
|| '''Slide Number 6'''

'''Assignment'''

Check expiration and renew the following serial
* '''Title: Journal of Chemical Education'''
* '''ISSN : 0021-9584'''

|| As an assignment
* Check expiration and renew the following serial.

|-
|| '''Slide Number 7'''

'''Thank you'''
|| Thank you for joining.
|-
|}

Koha-Library-Software/C2/Send-Claim-Notice/English

2025-06-11T12:18:33Z

Anjali: Created page with "'''Title of the Script: Send Claim Notice''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Serials module,Search for serial, Claim late s..."

'''Title of the Script: Send Claim Notice'''

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''Koha, Koha 24.05, Serials module,Search for serial, Claim late serials, Claim notices, Notices and slips, Send claims, Email, Video tutorial.

'''Pre-requisites: '''Configure Claim Notice.

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Send Claim Notice '''in '''Koha'''.
|-
|| '''Slide Number 2'''

'''Learning Objectives'''

We will learn how to-
* '''Send Claim Notice '''

|| In this tutorial, we will learn how to-
* '''Send a Claim Notice '''

|-
|| '''Slide Number 3'''

'''System Requirement'''
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''
* '''A working internet connection'''

|| To record this tutorial, I am using
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''

I also have a working internet connection.
|-
|| '''Slide Number 4'''

'''Pre-requisites'''
* You should have knowledge of Library Science

|| To follow this tutorial, you should also have knowledge of Library Science.
|-
|| Narration only
|| Remember in an earlier tutorial we have '''Configure a Claim notice'''.

Now, we will use that '''Claim notice''' to send a late issue notification to the vendor.
|-
|| '''Slide Number 5'''

'''Remember'''

In an earlier tutorial''' Receive serials '''we received-
* Issue no 1,2 and 3 of '''Pearl: A Journal of Library and Information Science'''
* For Issue no. 4 status was showing '''Late'''
* Send claim notice for issue no. 4 that is still to be received

|| In an earlier tutorial''' Receive serials'''.

We received issue no 1, 2 and 3 of the '''Pearl: A Journal of Library and Information Science'''.

But for issue no. 4 the status was showing '''Late'''.

So here we will send claim notice for issue no. 4 that is still to be received.
|-
|| Narration only

Login with '''Superlibrarian''' account

'''Username - Bella '''

'''Password - Library@1'''

'''Library: Spoken Tutorial Library'''

Click on '''Login'''
|| To '''send '''a '''claim notice''' I have already logged in as '''Superlibrarian'''.

|-
|| On the '''Koha''' '''staff interface''', click on '''Serials module'''
|| On the '''Koha staff interface''' click on the '''Serials module'''.
|-
|| '''Serials '''page

Cursor on '''Serials'''>>'''Claims'''
|| The''' Serials '''page opens.

To the left side of the page under the '''Serials '''menu click on '''Claims'''.
|-
|| '''Claims '''page

In '''Vendor''' >> '''Powai Book Agency'''
|| The''' Claims '''page opens.

On this page the text highlighted in blue says '''Please choose a vendor'''.

For the '''Vendor '''field '''Koha''' has auto selected the vendor.

If not then from the drop down select '''Powai Book Agency'''.
|-
|| Click on''' OK.'''
|| And, click on''' OK '''at the right side of the field.
|-
|| Cursor on''' Claims for Powai Book Agency'''

Cursor on '''Missing issues'''

Click the check-box for '''Powai Book Agency.'''
|| A new page with the title''' Claims for Powai Book Agency '''opens.

Under the '''Missing issues''' scroll right and click on the check box for '''Pearl: A Journal of Library and Information Science vol.18 issue no. 4'''

Please note that the status for this journal is showing '''Late'''.
|-
|| Click on '''Send notification'''
|| Next, scroll down and click on the '''Send notification '''button at the bottom of the page.
|-
|| Narration only
|| The same page re-opens and with this an email is sent to the vendor.

Note that the email is sent from '''Koha server''' to the respective vendor.

To configure email in '''Koha''' take system admin help.
|-
|| Narration only
|| With this we come to the end of the tutorial.
|-
|| '''Slide Number 6'''

'''Summary'''

In this tutorial we learned to:
* '''Send Claim Notice '''

|| Let’s quickly recap.

Today we learned how to:
* '''Send '''a''' Claim Notice '''

|-
|| '''Slide Number 7'''

'''Assignment'''
* '''Send reminder claim notice'''

|| As an assignment
* '''Send '''a''' reminder claim notice'''.

|-
|| '''Slide Number 8'''

'''Thank you'''
||

Thank you for joining.
|-
|}

Koha-Library-Software/C2/Configure-Claim-Notice/English

2025-06-11T12:04:14Z

Anjali:

'''Title of the Script: Configure Claim Notice'''

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''Koha, Koha 24.05, Serials module, Claim notices, Notices and slips, Configure claim email, Configure serial claims, Claim email template, Email, Video tutorial.

'''Pre-requisites: '''Receive Serials

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Configure Claim Notice '''in '''Koha'''.
|-
|| '''Slide Number 2'''

'''Learning Objectives'''

We will learn how to-
* '''Configure Claim Notice'''

|| In this tutorial, we will learn how to-

* '''Configure''' a''' Claim Notice'''.

|-
|| '''Slide Number 3'''

'''System Requirement'''
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''
* '''A working internet connection'''

|| To record this tutorial, I am using
* '''Ubuntu Linux OS version 22 point 04'''.
* '''Koha version 24 point 05'''.
* '''Firefox version 131 point 0 point 3'''.

I also have a working internet connection.
|-
|| '''Slide Number 4'''

'''Pre-requisites'''
* You should have knowledge of Library Science

|| To follow this tutorial, you should have knowledge of Library Science.
|-
|| Narration only
|| Please note that '''Koha''' can send email messages to the '''Serials vendors''' if there are late issues.
|-
|| '''Slide Number 5'''

'''Example'''

Out of 4 Serial issues the library has received-
* Only issue numbers 1, 2 and 3
* Issue no. 4 has not been received
* In such a case a claim can be sent for issue no.4 that is still to be received

|| For example:

In case, out of 4 Serial issues the library has received-
* Only issue numbers 1, 2 and 3
* And issue no. 4 has not been received

In such case claim can be sent for issue no. 4 that is still to be received.
|-
|| Narration only

Login with '''Superlibrarian''' account

'''Username - Bella '''

'''Password - Library@1'''

'''Library: Spoken Tutorial Library'''

Click on '''Login'''
|| To '''configure''' a''' claim notice''' I have already logged in as '''Superlibrarian'''.

|-
|| On the '''Koha''' '''staff interface''', click on '''Serials module'''
|| On the '''Koha staff interface''' click on the '''Serials module'''.
|-
|| Cursor on '''Serials'''

Cursor on '''Serials'''>>'''Claims'''
|| The''' Serials '''page opens.

To the left side of the page under the '''Serials '''menu click on '''Claims'''.
|-
|| '''Claims''' page

Cursor on '''No claims notice defined. Please define one.'''

Click on''' Please define one.'''
|| The '''Claims''' page opens.

On this page the text highlighted in yellow says '''No claims notice defined. Please define one'''.

Also we can see the '''Vendor '''field.

Now click on''' '''the '''Please define one'''.
|-
|| Cursor on '''Notices and slips'''

Under '''Notices and Slips''' locate the tab '''Select a library:'''

From the drop down select- '''Spoken Tutorial Library'''
|| A new page '''Notices and slips''' opens.

Locate the tab '''Select a library'''.

From the drop-down select '''Spoken Tutorial Library'''.
|-
|| Under the tab '''Select a library >> '''click on the tab +'''New notice>>Claim serial issue'''
|| Under the tab '''Select a library '''click on Add '''New notice'''.

From the drop down select '''Claim serial issue'''.
|-
|| '''New notice''' page

Go to the tab '''Library '''>> select '''Spoken Tutorial Library'''
|| '''New notice''' page opens.

Notice that''' Koha '''auto-selects the field for '''Library '''as '''All libraries'''.

So click on the '''Library '''field, and from the''' '''drop down select '''Spoken Tutorial Library'''.
|-
|| '''Koha module>>''' drop down select '''Claim serial issue.'''
|| For the''' Koha module '''field, from the drop down select '''Claim serial issue '''if not selected by default.
|-
|| In '''Code''': type '''Claim'''
|| In the '''Code '''field type '''Claim'''.
|-
|| In '''Name''': type '''Unsupplied Issues'''
|| In the '''Name '''field type '''Unsupplied Issues'''.
|-
|| Click on '''Email'''

In the field for '''Message subject: >> '''Type '''Unsupplied Issues'''
|| Next, click on the '''Email '''section to expand the email field'''.'''

Scrolling down in the field for '''Message subject '''type '''Unsupplied Issues'''.
|-
|| Cursor on '''Message body: >> '''Type the email as:

Subject: Awaiting '''Journal issues'''

Dear Sir/Madam,

Following '''Journal issues''' have not been received by the '''Spoken Tutorial Library'''.

However, if it has been supplied please confirm with the proof of invoice.

Regards,

Journal Section

Spoken Tutorial Library
|| To the right side of the '''Message body '''field''' '''we can see a textbox.

Here we will''' '''type the email''' '''to the vendor.

In my case''', '''the vendor is '''Powai Book Agency'''.

I have written a short email to the vendor.

You may pause the video and write an email as shown here.

|-
|| Cursor on '''Print, SMS, Format'''

Narration only
|| Scrolling down the page we can also see options like '''Print, SMS '''and '''Format'''.
|-
|| Click on '''Save'''
|| Next click on the''' Save '''button at the top of the page.
|-
|| Cursor on '''Notices and Slips'''
|| A new page '''Notices and Slips '''opens.
|-
|| Cursor on '''Notices and Slips'''

Cursor on '''Select a library'''
|| '''Locate the tab '''Select a library'''.

'''Koha '''has auto-selected the '''Spoken Tutorial Library'''.
|-
|| Cursor on:

'''Library: Spoken Tutorial Library'''.

'''Module: Claim serial issue '''

'''Code: Claim'''

'''Name: Unsupplied issues'''

'''Last updated: 04/02/2025 12:19'''

'''Copy notice: Copy to Central Library'''

Cursor on''' Actions: Edit/Delete'''
|| On the same page a table appears with the following details like-

'''Library, Module, Code, Name, Last updated, Copy notice '''and '''Actions'''.

The last column '''Actions''' provides the option to '''Edit '''and''' Delete '''the notices.

You can choose the option as per your requirement.
|-
|| Narration only
|| With this we come to the end of the tutorial.
|-
|| '''Slide Number 6'''

'''Summary'''

In this tutorial we learned to:* '''Configure Claim Notice'''

|| Let’s quickly recap.

Today we learned how to:* '''Configure '''a''' Claim Notice'''.

|-
|| '''Slide Number 7'''

'''Assignment'''* Prepare a reminder claim notice

|| As an assignment* Prepare a reminder claim notice.

|-
|| '''Slide Number 8'''

'''Thank you'''
||

Thank you for joining.
|-
|}

Koha-Library-Software/C2/Configure-Claim-Notice/English

2025-06-11T11:53:45Z

Anjali: Created page with "'''Title of the Script: Configure Claim Notice''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Serials module, Claim notices, Notices an..."

'''Title of the Script: Configure Claim Notice'''

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''Koha, Koha 24.05, Serials module, Claim notices, Notices and slips, Configure claim email, Configure serial claims, Claim email template, Email, Video tutorial.

'''Pre-requisites: '''Receive Serials

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Configure Claim Notice '''in '''Koha'''.
|-
|| '''Slide Number 2'''

'''Learning Objectives'''

We will learn how to-
* '''Configure Claim Notice'''

|| In this tutorial, we will learn how to-

* '''Configure''' a''' Claim Notice'''.

|-
|| '''Slide Number 3'''

'''System Requirement'''
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''
* '''A working internet connection'''

|| To record this tutorial, I am using
* '''Ubuntu Linux OS version 22 point 04'''.
* '''Koha version 24 point 05'''.
* '''Firefox version 131 point 0 point 3'''.

I also have a working internet connection.
|-
|| '''Slide Number 4'''

'''Pre-requisites'''
* You should have knowledge of Library Science

|| To follow this tutorial, you should have knowledge of Library Science.
|-
|| Narration only
|| Please note that '''Koha''' can send email messages to the '''Serials vendors''' if there are late issues.
|-
|| '''Slide Number 5'''

'''Example'''

Out of 4 Serial issues the library has received-
* Only issue numbers 1, 2 and 3
* Issue no. 4 has not been received
* In such a case a claim can be sent for issue no.4 that is still to be received

|| For example:

In case, out of 4 Serial issues the library has received-
* Only issue numbers 1, 2 and 3
* And issue no. 4 has not been received

In such case claim can be sent for issue no. 4 that is still to be received.
|-
|| Narration only

Login with '''Superlibrarian''' account

'''Username - Bella '''

'''Password - Library@1'''

'''Library: Spoken Tutorial Library'''

Click on '''Login'''
|| To '''configure''' a''' claim notice''' I have already logged in as '''Superlibrarian'''.

|-
|| On the '''Koha''' '''staff interface''', click on '''Serials module'''
|| On the '''Koha staff interface''' click on the '''Serials module'''.
|-
|| Cursor on '''Serials'''

Cursor on '''Serials'''>>'''Claims'''
|| The''' Serials '''page opens.

To the left side of the page under the '''Serials '''menu click on '''Claims'''.
|-
|| '''Claims''' page

Cursor on '''No claims notice defined. Please define one.'''

Click on''' Please define one.'''
|| The '''Claims''' page opens.

On this page the text highlighted in yellow says '''No claims notice defined. Please define one'''.

Also we can see the '''Vendor '''field.

Now click on''' '''the '''Please define one'''.
|-
|| Cursor on '''Notices and slips'''

Under '''Notices and Slips''' locate the tab '''Select a library:'''

From the drop down select- '''Spoken Tutorial Library'''
|| A new page '''Notices and slips''' opens.

Locate the tab '''Select a library'''.

From the drop-down select '''Spoken Tutorial Library'''.
|-
|| Under the tab '''Select a library >> '''click on the tab +'''New notice>>Claim serial issue'''
|| Under the tab '''Select a library '''click on Add '''New notice'''.

From the drop down select '''Claim serial issue'''.
|-
|| '''New notice''' page

Go to the tab '''Library '''>> select '''Spoken Tutorial Library'''
|| '''New notice''' page opens.

Notice that''' Koha '''auto-selects the field for '''Library '''as '''All libraries'''.

So click on the '''Library '''field, and from the''' '''drop down select '''Spoken Tutorial Library'''.
|-
|| '''Koha module>>''' drop down select '''Claim serial issue.'''
|| For the''' Koha module '''field, from the drop down select '''Claim serial issue '''if not selected by default.
|-
|| In '''Code''': type '''Claim'''
|| In the '''Code '''field type '''Claim'''.
|-
|| In '''Name''': type '''Unsupplied Issues'''
|| In the '''Name '''field type '''Unsupplied Issues'''.
|-
|| Click on '''Email'''

In the field for '''Message subject: >> '''Type '''Unsupplied Issues'''
|| Next, click on the '''Email '''section to expand the email field'''.'''

Scrolling down in the field for '''Message subject '''type '''Unsupplied Issues'''.
|-
|| Cursor on '''Message body: >> '''Type the email as:

Subject: Awaiting '''Journal issues'''

Dear Sir/Madam,

Following '''Journal issues''' have not been received by the '''Spoken Tutorial Library'''.

However, if it has been supplied please confirm with the proof of invoice.

Regards,

Journal Section

Spoken Tutorial Library
|| To the right side of the '''Message body '''field''' '''we can see a textbox.

Here we will''' '''type the email''' '''to the vendor.

In my case''', '''the vendor is '''Powai Book Agency'''.

I have written a short email to the vendor.

You may pause the video and write an email as shown here.

|-
|| Cursor on '''Print, SMS, Format'''

Narration only
|| Scrolling down the page we can also see options like '''Print, SMS '''and '''Format'''.
|-
|| Click on '''Save'''
|| Next click on the''' Save '''button at the top of the page.
|-
|| Cursor on '''Notices and Slips'''
|| A new page '''Notices and Slips '''opens.
|-
|| Cursor on '''Notices and Slips'''

Cursor on '''Select a library'''
|| Under '''Notices and Slips '''locate the tab '''Select a library'''.

'''Koha '''has auto-selected the '''Spoken Tutorial Library'''.
|-
|| Cursor on:

'''Library: Spoken Tutorial Library'''.

'''Module: Claim serial issue '''

'''Code: Claim'''

'''Name: Unsupplied issues'''

'''Last updated: 04/02/2025 12:19'''

'''Copy notice: Copy to Central Library'''

Cursor on''' Actions: Edit/Delete'''
|| On the same page a table appears with the following details like-

'''Library, Module, Code, Name, Last updated, Copy notice '''and '''Actions'''.

The last column '''Actions''' provides the option to '''Edit '''and''' Delete '''the notices.

You can choose the option as per your requirement.
|-
|| Narration only
|| With this we come to the end of the tutorial.
|-
|| '''Slide Number 6'''

'''Summary'''

In this tutorial we learned to:* '''Configure Claim Notice'''

|| Let’s quickly recap.

Today we learned how to:* '''Configure '''a''' Claim Notice'''.

|-
|| '''Slide Number 7'''

'''Assignment'''* Prepare a reminder claim notice

|| As an assignment* Prepare a reminder claim notice.

|-
|| '''Slide Number 8'''

'''Thank you'''
||

Thank you for joining.
|-
|}