Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
| Slide 1
|Welcome to the Spoken Tutorial on Circulation|
| Slide Number 2
| In this tutorial we will learn about-
| Slide 3
| To record this tutorial, I am using
| Slide Number 4
|To follow this tutorial, learners should be familiar with Library Science.|
| Slide 4b
| To practice this tutorial,
If not, please refer to the Koha Spoken Tutorial series on this website.
|Narration only|| First of all we will start by defining Circulation and Fine Rules for Patron category.
|Show Koha interface|| Your Koha interface will look like this after adding the Patron Category as -
|Login with Superlibrarian Username Bella||Login with Superlibrarian Username Bella and her password.|
|Go to Koha Administration||Go to Koha Administration.|
|On new page, Patrons and circulation>>Circulation and fines rules.||Under the section Patrons and circulation, click on Circulation and fines rules.|
|Cursor on Defining circulation and fine rules for all libraries||Defining circulation and fine rules for all libraries opens.|
|Locate Select Library >> select Spoken Tutorial Library.||Locate Select Library and from the drop-down select Spoken Tutorial Library.|
|Cursor on Defining circulation and fine rules for "Spoken Tutorial Library",||A new page opens with the title Defining circulation and fine rules for "Spoken Tutorial Library".|
|Under the section Patron category, >> select Post Graduate Student||Under the section- Patron category, from the drop-down, click on Post Graduate Student.|
|Under the section Item type>> click on Book||Under the section Item type, from the drop down click on Book.|
|Current checkouts allowed >> enter 5||In the field- Current checkouts allowed enter 5.|
|Point to Current on-site checkouts allowed||I will leave Current on-site checkouts allowed, as blank.|
|Loan period>> 15||Enter 15 for Loan period|
|Point to For Unit||I will leave, For Unit, as it is i.e. Days|
|Point to Hard due date||Leave Hard due date, as it is|
|Fine amount >> 5||Enter Fine amount 5 and|
|Fine charging interval >> 1||Enter 1 for Fine charging interval|
|Point to When to charge||I will leave When to charge as it is.|
|Point to Fine grace period:||I will leave Fine grace period: blank.|
|Point to Overdue fines cap (amount):||I will leave Overdue fines cap (amount): and|
|Point to Cap fine at replacement price:||Cap fine at replacement price: blank.|
|Point to Suspension in days (day) :||I will also leave Suspension in days (day) : blank.|
|Point to Maximum suspension duration (day):||Maximum suspension duration (day): as blank.|
|Renewals allowed (count) >> 10||Enter 10 for Renewals allowed (count).|
|Point to Renewal period:||I will leave Renewal period:|
|Point to No renewal before:||No renewal before: blank.|
|Point to Automatic renewal||For Automatic renewal I will leave as it is.|
|Holds allowed (count) >> 5||For Holds allowed (count) enter 5.|
|For On shelf holds allowed >> select If all unavailable.||For On shelf holds allowed from the drop down, select If all unavailable.|
|Point to Item level holds||I will leave Item level holds as it is.|
|Point to Rental discount.||Leave Rental discount as blank.|
| Cursor on Actions
Click on Save.
|Next, go to the section Actions at the extreme right corner of the table and click on Save.|
| Point to Defining circulation and fine rules for "Spoken Tutorial Library"
Cursor on entries
| Same page Defining circulation and fine rules for "Spoken Tutorial Library", opens again.
This page contains all the entries that we just filled.
|Clone these rules to: >> select Spoken Tutorial Library >> click on Clone.||Next to the heading Select the library: , locate Clone these rules to:
From the dropdown select Spoken Tutorial Library.
Next, click on the button named as Clone.
|A new page with the heading-
Cloning circulation and fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library” will open.
A message box appears saying “The rules have been cloned”.
| Create a Patron as- Ms. Reena Shah for
|| Now, create a Patron Ms. Reena Shah, as Post-Graduate student for checkout and checkin of Spoken Tutorial Library Items such as-
|Slide||However, here do not set any permission for the Patron i.e student Ms. Reena Shah.
| Logout from the Superlibrarian account.
|| Now logout from the Superlibrarian account.
|Log as a Library Staff, Samruddhi||Then, login again as Library Staff, Samruddhi.|
|On Home page, click on Circulation||Next, on the Home page, click on Circulation.|
|Let us begin with Checkout.|
|On Circulation page
|| On the Circulation page:
| In the field for: Checking out to Reena Shah (3)
Enter item Barcode:
Enter the value- 00001.
| A new page opens up.
In the field for: Checking out to Reena Shah (3) Enter item Barcode:
I will enter the value- 00001
Recall, this Barcode as accession number was mentioned in one of the earlier tutorials.
Hence, the same value will be entered for Check-out
| Click on Check-out at the bottom of the field.
Click on Show Check-out.
| Now, click on Check-out at the bottom of the field.
Next to see the Check-out details, click on Show check-outs at the bottom of the page.
|Narration only||On the same page a table appears with all the details of the Checked-out item.|
| Cursor on:
|| Details such as:
|Cursor on Renew or check in selected items||
|Cursor on Renew all||
|Narration only||I will not click on any of the tabs as I will show how to renew items and check in using the tab Circulation on the Koha homepage.|
|Click on Circulation||On the same page, click on Circulation at the top left corner.|
|Click on Circulation>> Renew||On the new page that opens, under Circulation click on Renew.|
| Cursor on Enter item barcode
Enter barcode 00001
| A new page opens.
In the field for, Enter item barcode, I will enter Barcode as accession number 00001.
|Click on Submit||Then click on Submit at the right side of the field.|
|Cursor on dialog box: Item Renewed||A new page opens with a dialog box Item Renewed.|
|Click on Circulation||Next, on the same page, click on Circulation at the top left corner.|
|Click on check in||On the new page that opens, under Circulation, click on check in.|
| Cursor on Enter item barcode:
Enter barcode 00001
| In the new page that opens, locate the field Enter item barcode .
I will enter Barcode as accession number 00001 with which the item was checked out, earlier.
|Click on Submit||And click on Submit on the right side of the field.|
| Cursor on:
|| A table appears having details such as-
| Cursor on:
|| Note the:
|Narration Only||With this we complete Circulation.|
|Narration only||Now log out from the Library staff account.|
| Go to the top right corner, click on Spoken Tutorial Library.
Select Log out
| To do so, first go to the top right corner, click on Spoken Tutorial Library.
In this tutorial, we learnt about:
| Let us summarize.
In this tutorial, we learnt about: * Circulation and Fine Rules for the Patron category
Issue another book to the Patron Ms. Reena Shah
Issue another book to the Patron Ms. Reena Shah.
About Spoken Tutorial project
|The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it.
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For more details, please write to us.
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|Please post your timed queries in this forum.|
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| This is Bella Tony from IIT Bombay signing off.
Thank you for joining.