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

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

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.

Contributors and Content Editors

Anjali, Madhurig