Koha-Library-Management-System/C2/Receive-Serials/English
Title: How to Receive Serials?
Contributor: Bella Tony, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:
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| Title Slide | Welcome to the Spoken Tutorial on How to Receive Serials. |
| Learning Objectives | In this tutorial we will learn:
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| Slide Number 3
System Requirement |
To record this tutorial, I am using
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| Slide 4a
Pre-requisites |
To follow this tutorial, you should have knowledge of Library Science. |
| Slide 4b
Pre-requisites |
To practice this tutorial, you should have Koha installed on your system.
And you should have Admin access in Koha. Please refer to the Koha spoken tutorial series on this website for more details. |
| Log into Koha as Superlibrarian Bella | To receive Serials, let’s login to Koha as Superlibrarian Bella and her password. |
| On the Koha homepage, click on Serials | On Koha homepage, click on Serials. |
| Cursor on Title
I will type, Microbiology |
At the top of the new page, locate the field for Title.
Enter the first or any word from the title of the journal. For example, I will type Indian. |
| Click on Submit | Click on Submit button at the right side of the field. |
| Cursor on Serials subscriptions, | A new page Serials subscriptions, opens. |
Cursor on
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This page shows the details for:
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| Click on the tab Actions >> select Serials receive | Click on the tab Actions at the extreme right side of the table.
From the drop-down, select Serial receive. |
| Serial edition Indian Journal of Microbiology opens with the table | Another page Serial edition Indian Journal of Microbiology opens with the table. |
| Cursor on Status
From the drop down select Arrived |
In this table, under the section Status, click on the drop-down and select Arrived. |
| Click on Save | Next click on the Save button at the bottom of the page. |
Cursor on
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Another page opens with the heading
Here we can see the Subscription summary. |
| Narration only | In this way, we can receive Serials. |
| Narration Only | Now, let’s learn how to Claim late Serials. |
| Narration only | Koha can send email messages to the Serials vendors if there are late issues. |
| Slide
Example-- Out of 4 Serials issues, the library has received-
In such a case, a claim can be sent for issue no.3 that is still to be received. |
For example:
Out of 4 Serials issues, the library has received-
In such a case, a claim can be sent for issue no.3 that is still to be received. |
| Cursor on Claims | To the left of the main Serials page, there is an option named 'Claims’. |
| Click on Claims | Click on Claims. |
| Cursor on No claims notice defined. Please define one.
Click on Please define one. |
A new page opens with a dialog box:
No claims notice defined. Please define one. Click on Please define one. |
| Cursor on Notices and Slips, | A new page Notices and Slips opens. |
| Under Notices and Slips, locate the tab Select a library:
From the drop down select- Spoken Tutorial Library |
Under Notices and Slips, locate the tab Select a library:
From the drop-down select your library name. I will select Spoken Tutorial Library. |
| Under the tab Select a library: >> click on the tab New notice | Under the tab Select a library:, click on the tab New notice. |
| Cursor on Add notice
Cursor on Library |
A new page opens with the heading Add notice.
On the same page, for the section Library, Koha will by default choose the library name. In my case, it will choose Spoken Tutorial Library. |
| For Koha module: >> select Claim Serial issue | For Koha module: from the drop-down, select Claim Serial issue. |
| Go to the tab Library >> select Spoken Tutorial Library | Notice that, as soon as Claim serial issue is selected from the drop down-
Koha auto-selects the field for Library as All libraries.
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| Narration only | Let’s move ahead. |
| In Code: type Claim | In the field for Code: type Claim |
| In Name: type Unsupplied Issues | In the field for Name: type Unsupplied Issues. |
| Click on Email
In the field for Message subject: >> Type Unsupplied Issues |
Next, click on the section Email.
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. |
Under the section Message body: type the email to the vendor.
In my case, the vendor is Mumbai Journal Supplier. I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor. |
| Cursor on Phone, Print, SMS. | Next, if required you may fill in the details for Phone, Print and SMS.
I will leave them blank. |
| Click on Submit | Next, click on Submit button at the bottom 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. You may select your library from the drop-down as required. |
| Cursor on:
Library Module Code Name Copy notice Actions |
On the same page, is a table with filled-in details under the following tabs:
Library Module Code Name Copy notice and Actions |
| Next, go back to Koha homepage. | Next, go back to Koha homepage.
To do so go to extreme left corner and click on Home |
| Koha homepage >> click on Serials. | On the Koha homepage click on Serials. |
| Click on Claims | On the new page that opens, go to the left side and click on Claims |
| In Vendor, >> select, Mumbai Journal Supplier
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On the new page, in the field for Vendor, select the required vendor from the drop-down.
As I have only one vendor for Journals, I will go ahead with the vendor- Mumbai Journal Supplier. |
| Next, click on Ok. | Next, click on Ok at the right side of the field. |
| Cursor on Missing issues opens.
Click the check-box for Mumbai Journal Supplier. |
A new page with title Missing issues opens.
On the new page, click on the check box on the left side for Mumbai Journal Supplier. You may click the check-box as per your vendor. |
| Click on the button Send notification | Next, click on Send notification button at the bottom of the page. |
| Cursor on same page | 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. |
| Narration only | We will now learn about Check expiration. |
| Narration only | Check expiration is used for checking when the subscriptions are about to expire. |
| Click on Check expiration. | On the same page, go to the left side and click on Check expiration. |
| Cursor on Check expiration | Check expiration page opens. |
| On the page Check expiration, under the section for Filter results-
Go to Library: from the drop down select Spoken Tutorial Library. |
Now, under the section for Filter results,
Go to Library: and from the drop-down, select Spoken Tutorial Library. You may select your library here. |
| Cursor on
Expiring before: Fill the date as 01/01/2019 |
Next, mention the Expiring before:
This will fetch a complete list of all the Journals that would expire before that particular date. For Expiring before: I will enter 01/01/2019 |
| Click Search | Now click on the Search button at the bottom of the page. |
| Cursor on the list of all the journals
Cursor on ISSN Title Library OPAC note Nonpublic note Expiration date Actions |
On the same page, a list of journals that are due to expire by 01/01/2019, appear in a tabular form.
We can also see the following details- ISSN Title Library OPAC note Nonpublic note Expiration date and Actions |
| Cursor on Actions >> Click on the button Renew | Now under the tab Actions, click on the button Renew. |
| Cursor on Subscription renewal for Indian Journal of Microbiology | A new window with the heading, Subscription renewal for Indian Journal of Microbiology, opens up. |
| Cursor on Start Date
Enter- 01/01/2018 |
On this page enter the following:
For Start Date please enter the date as per your requirement. I will enter 01/01/2018 |
| Cursor on Subscription length
Cursor on
Enter 4 for Number of months |
Next is Subscription length.
It is suggested to fill in one of the three fields, namely-
As my Journal is a quarterly publication, Koha by default has selected 4 as Number of num. You may enter as per your requirement. |
| Cursor on Note for the librarian that will manage your renewal request: blank. | Leave the field Note for the librarian that will manage your renewal request as blank. |
| Click on Submit | Next, click on the Submit button at the bottom of the page. |
| Cursor on Subscription renewed | A window with the message Subscription renewed, appears. |
| Close this window, go to top left corner and click on the cross mark. | To close this window, go to top left corner and click on the cross mark. |
| Cursor on the message:
To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier. |
Again, another pop-up message appears:
To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier. Among the two options under this message
Click on Resend |
| Cursor on Check expiration
Cursor on select Expiration date as 01/12/2019 |
We are brought to the page Check expiration.
Here, under the section for Filter results, select the- Expiring before as 01/12/2019 Remember to only mention the Expiring date. This will fetch a complete list of all the Journals that would expire before that particular date. |
| Click Search | Now, click Search button at the bottom of the section Filter results. |
| Cursor on the journal
Cursor on:
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On the same page, a list of journals that would be expiring before 01/12/2019, appears in a tabular form.
We can also see the following details-
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| Narration only | This is how we can-
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| Narration only | You may now log out from the Koha Superlibrarian account. |
| Go to the top right corner of the Koha interface.
Click on the Spoken Tutorial Library >> select Log out. |
Go to the top right corner of the Koha interface.
Click on the Spoken Tutorial Library and from the drop down select Log out. |
| This brings us to the end of this tutorial. | This brings us to the end of this tutorial. |
| Summary
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Let us summarize:
In this tutorial we learnt:
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Assignment
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Assignment
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| Slide:
About Spoken Tutorial project
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The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it. |
| Slide:
Spoken Tutorial workshops The Spoken Tutorial Project Team
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The Spoken Tutorial Project Team conducts workshops and gives certificates.
For more details, please write to us. |
| Slide:
Forum for specific questions |
Please post your timed queries in this forum. |
| Slide:
Acknowledgement
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Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
More information on this mission is available at this link. |
| This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |
