|00:01||Welcome to the Spoken Tutorial on Circulation.|
|00:05||In this tutorial, we will learn about- Circulation and Fine Rules for the Patron category,|
|00:13||Check Out (Issuing),|
|00:15||Renewing and Check In (Returning).|
|00:20|| To record this tutorial, I am using
Ubuntu Linux OS 16.04
|00:28||and Koha version 16.05.|
|00:32||To follow this tutorial, learners should be familiar with Library Science.|
|00:38||To practice this tutorial, you should have Koha installed on your system.|
|00:44||And, you should also have Admin access in Koha.|
|00:48||If not, please refer to the Koha Spoken Tutorial series on this website.|
|00:54||First of all, we will start by defining Circulation and Fine Rules for Patron category.|
|01:02||Create a Patron Category as Post Graduate student under the Spoken Tutorial Library.|
|01:10||Recall, all the above has been explained in an earlier tutorial in this series.|
|01:16||We will be using this information later in this tutorial.|
|01:21|| Your Koha interface will look like this after adding the Patron Category as -
Post Graduate student under the Spoken Tutorial Library.
|01:32||Login with Superlibrarian Username Bella and her password.|
|01:39||Go to Koha Administration.|
|01:43||Under the section Patrons and circulation, click on Circulation and fines rules.|
|01:52||Defining circulation and fine rules for all libraries opens.|
|01:57||Locate Select Library and from the drop-down select Spoken Tutorial Library.|
|02:05||A new page opens with the title Defining circulation and fine rules for "Spoken Tutorial Library".|
|02:14||Under the section- Patron category, from the drop-down, click on Post Graduate Student.|
|02:22||Under the section Item type, from the drop-down click on Book.|
|02:28||In the field- Current checkouts allowed enter 5.|
|02:33||I will leave Current on-site checkouts allowed as blank.|
|02:39||Enter 15 for Loan period.|
|02:43||I will leave For Unit, as it is i.e. Days.|
|02:48||Leave Hard due date, as it is.|
|02:53||Enter Fine amount 5 and Enter 1 for Fine charging interval.|
|03:01||I will leave When to charge as it is.|
|03:05||I will leave Fine grace period: blank.|
|03:09||I will leave Overdue fines cap (amount): and Cap fine at replacement price: blank.|
|03:17||I will also leave Suspension in days (day) : blank.|
|03:22||Maximum suspension duration (day): as blank.|
|03:28||Enter 10 for Renewals allowed (count).|
|03:33||I will leave Renewal period and No renewal before: blank.|
|03:39||For Automatic renewal, I will leave as it is.|
|03:44||For Holds allowed (count) enter 5.|
|03:48||For On shelf holds allowed- from the drop- down, select If all unavailable.|
|03:55||I will leave Item level holds as it is.|
|04:00||Leave Rental discount as blank.|
|04:04||Next, go to the section Actions, at the extreme right corner of the table and click on Save.|
|04:13||Same page Defining circulation and fine rules for "Spoken Tutorial Library", opens again.|
|04:21||This page contains all the entries that we just filled.|
|04:28||Next to the heading Select the library: , locate Clone these rules to:|
|04:35||From the drop-down select Spoken Tutorial Library.|
|04:40||Next, click on the button named as Clone.|
|04:45||A new page with the heading- Cloning circulation and fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library” will open.|
|04:56||A message box appears saying “The rules have been cloned”.|
|05:02|| Now, create a Patron Ms. Reena Shah, as Post-Graduate student
for checkout and checkin of Spoken Tutorial Library Items such as- Books, CD/DVDs , Bound Volumes etc.
|05:20||Recall, in an earlier tutorial while creating Patron, we have Set permissions for the staff.|
|05:29||However, here do not set any permission for the Patron i.e student Ms. Reena Shah.|
|05:38||Simply enter the required details and click on Save at the top of the page.|
|05:45||Now, logout from the Superlibrarian account.|
|05:49||Do so by clicking on Spoken Tutorial Library at the top right corner.|
|05:56||From the drop- down click on Log out.|
|06:01||Then, login again as Library Staff, Samruddhi.|
|06:07||Next, on the Home page, click on Circulation.|
|06:12||Let us begin with Checkout.|
|06:15||On the Circulation page, click on Check-out i.e. the issuing process.|
|06:22|| On the page that opens, locate the field for Enter patron card number or partial name.
I will enter the name as Reena.
|06:34||Click Submit button on the right side of the same search field.|
|06:39||A new page opens up. In the field for: Checking out to Reena Shah (3) Enter item Barcode:,|
|06:48||I will enter the value- 00001|
|06:53||Recall, this Barcode as accession number was mentioned in one of the earlier tutorials.|
|07:00||Hence, the same value will be entered for Check-out.|
|07:05||Now, click on Check-out at the bottom of the field.|
|07:10||Next, to see the Check-out details, click on Show check-outs at the bottom of the page.|
|07:18||On the same page, a table appears with all the details of the Checked-out item.|
|07:24||Details such as: Due date, Title, Item type, Location, Checked out on, Checked out from, Call number, Charge, Fine, Price, Renew , and Check in.|
|07:43||In case, an item has to be renewed or checked in then click on the tab Renew or check in selected items, located at the bottom of the table.|
|07:56||If there are more than one item then click on the tab Renew all, located adjacent to the tab- Renew or check in selected items, at the bottom of the page.|
|08:10||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.|
|08:22||On the same page, click on Circulation at the top left corner.|
|08:28||On the new page that opens, under Circulation, click on Renew.|
|08:35|| A new page opens.
In the field for Enter item barcode, I will enter Barcode as accession number 00001.
|08:48||Then click on Submit at the right side of the field.|
|08:53||A new page opens with a dialog box Item Renewed.|
|08:58||Next, on the same page, click on Circulation at the top left corner.|
|09:05||On the new page that opens, under Circulation, click on check in.|
|09:11||In the new page that opens, locate the field Enter item barcode .|
|09:17||I will enter Barcode as accession number 00001 with which the item was checked out earlier.|
|09:27||And, click on Submit at the right side of the field.|
|09:32||A table appears having details such as- Due date, Title , Author , Barcode, Home Library, Holding library, Shelving location, Call number, Type, Patron and Note.|
|09:52||Note the Title-Industrial Microbiology,|
|09:57||Barcode- 00001 and Patron-Shah, Reena (PG) as per the details filled in earlier.|
|10:09||With this, we complete Circulation.|
|10:13||Now, log out from the Library staff account.|
|10:17||To do so, first go to the top right corner, click on Spoken Tutorial Library.|
|10:25||Then, from the drop-down, select Log out.|
|10:31|| Let us summarize.
In this tutorial, we learnt about: Circulation and Fine Rules for the Patron category,
|10:41||Check Out (Issuing), Renewing, Check In (Returning).|
|10:48||For Assignment: Issue another book to the Patron Ms. Reena Shah.|
|10:54||The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it.
|11:01|| The Spoken Tutorial Project Team conducts workshops and gives certificates.
For more details, please write to us.
|11:11||Please post your timed queries in this forum.|
|11:15||Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
More information on this mission is available at this link.
|11:26|| This is Bella Tony from IIT Bombay, signing off.
Thank you for joining.