View source for Koha-Library-Software/C2/Circulation-and-Fine-Rules/English

'''Title of the Script: Circulation and Fine Rules '''

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

'''Keywords: '''Koha, Koha 24.05, Circulation and Fine Rules, Patron Categories, Standard Rules for
Libraries, Circulation Rules Customization Video tutorial.

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''
'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Circulation and Fine Rules in''' '''Koha.'''
|-
|| '''Slide Number 2'''
'''Learning Objectives'''
In this tutorial, we will learn about-
* '''Circulation and Fine Rules for the Patron category'''
|| In this tutorial, we will learn about-
* '''Circulation and Fine Rules for the Patron category'''
|-
|| '''Slide Number 3'''
'''System Requirements'''
To record this tutorial, I am using
* '''Ubuntu Linux OS v22.04'''
* '''Koha v24.05'''
* '''Firefox v131.0.3'''
* 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'''
'''https://spoken-tutorial.org/'''
|| To follow this tutorial, you should have
* '''Koha installed '''on your system and
* '''Admin''' access in '''Koha. '''
If not, refer to the Koha Installation tutorial on this site.
Also, you should have knowledge of '''Library Science.'''
|-
|| '''Slide Number 5'''

As an activity pause and create a '''Patron Category''' as '''Post graduate student '''under the '''Spoken
Tutorial Library.'''
Hint
Administration> '''Patrons and circulation >'''Patron categories>+ '''New category> Post graduate student'''
|| Let us start by defining the '''Circulation '''and '''Fine Rules''' for '''Patron category.'''
As an activity pause and create a '''Patron Category''' as '''Post graduate student '''under the '''Spoken
Tutorial Library.'''
Recall, it has been explained in an earlier tutorial in this series.
We will be using this information later in this tutorial.
Resume the tutorial once the '''Patron category''' is created.
|-
|| Show Patron categories page Screenshot
|| Your '''Koha interface''' will look like this after adding the '''Patron Category''' as -
'''Postgraduate student''' under the '''Spoken Tutorial Library'''.
|-
|| Show '''Koha '''login interface
Login to '''Koha '''with '''Username '''as '''Bella '''and '''Password '''as '''Library@1'''.
Show superlogin png
|| Let us switch to the '''Koha interfac'''e.
I will login as a '''superlibrarian.'''
|-
|| Show '''Koha '''staff Interface
|| The '''Koha staff interface '''opens.
|-
|| Click on '''Koha administration'''
|| Click on the '''Koha administration''' module.
|-
|| '''Koha administration '''page
|| The '''Koha administration '''page opens.
|-
|| On new page, '''Patrons and circulation>>Circulation and fines rules.'''
|| Scroll down to '''Patrons and circulation '''section and click on''' Circulation and fine rules.'''
|-
|| Cursor on '''Defining circulation and fine rules for all libraries'''
|| '''Defining circulation and fine rules for all libraries '''opens.
|-
|| Locate '''Select a library''' >> select '''Standard rules for all libraries.'''
|| Locate, '''Select a library''' and from the drop-down select '''Standard rules for all libraries '''if not
selected by default.
|-
|| Cursor on '''Defining circulation and fine rules for all libraries"'''
|| A new page opens with the title '''Defining circulation and fine rules for all libraries '''
|-
|| Under the section '''Patron category, '''>> select '''Post graduate student'''
|| Now scroll down and locate '''Patron category '''column, from the drop-down, click on '''Post graduate
student'''
|-

|| Under the section '''Item type'''>> click '''Books'''
|| Under the section '''Item type''', from the drop-down click on '''Books.'''
|-
|| '''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 it is.
|-
|| '''Loan period>> 30'''
|| Enter '''30 '''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 '''as '''5'''
|-
|| '''Fine charging interval >> 1'''
|| And Enter''' 1''' for''' Fine charging interval'''
|-
|| Point to''' When to charge'''
|| I will leave '''When to charge '''as it is.
|-
|| Point to''' Fine/suspension grace period:'''
|| I will leave the '''Fine/suspension grace period: '''blank.
|-
|| Point to''' Overdue fines cap (amount):'''
Point to''' Cap fine at replacement price:'''
|| I will also leave '''Overdue fines cap (amount): '''and
'''Cap fine at replacement price: '''blank.
|-
|| Point to''' Suspension in days (day) :'''
|| I will also leave '''Suspension in days (day) : '''blank.
|-
|| Point to''' Suspension charging interval'''
|| For '''Suspension charging interval '''enter''' 1.'''
|-
|| '''Renewals allowed (count) >> 4'''
|| Enter '''4 '''for '''Renewals allowed (count).'''
|-
|| Point to''' Renewal period:'''
|| I will leave the Renewal''' period: '''blank.
|-
|| Point to''' No renewal before:'''
|| For '''No renewal before,''' I will leave it blank.
|-
|| Point to''' Automatic renewal'''
|| For''' Automatic renewal, '''I will leave as it is.
|-
|| '''Holds allowed (total) >> '''
|| For '''Holds allowed (total), '''I will leave as it is.

|-
|| '''For On shelf holds allowed >> select If all unavailable.'''
|| For '''On shelf holds allowed, '''from the drop down, select''' If all unavailable.'''
|-
|| Point to '''OPAC item level holds'''
|| I will leave''' OPAC item level holds '''as it is.
|-
|| Point to''' Rental discount(%)'''
|| Leave '''Rental discount '''blank.
|-
|| Cursor on '''Actions'''
Click on''' Save'''
|| Next, go to the '''Actions''' column at the extreme right of the table and click on '''Save'''.
|-
|| Point to''' Defining circulation and fine rules for "Defining circulation and fine rules for all libraries"'''
Cursor on''' entries'''
|| This brings us back to '''Defining circulation and fine rules for all libraries '''page.
This page contains all the entries that we just filled.
|-
|| '''Clone these rules to: >> '''select '''Spoken Tutorial Library >> '''click on '''Clone.'''
|| Now, go to '''Select a library '''and from the drop down select''' Standard rules for all libraries '''if not
selected by default.
Locate '''Clone these rules to '''and from the dropdown select '''Spoken Tutorial Library, '''if not selected by
default.
Next, click on the button named '''Clone.'''
|-
|| A popup window with a message
Click on '''OK'''
|| A popup window with a message opens, '''Are you sure you want to clone this standard rule to Spoken
Tutorial Library library?'''

For making clone, I will click on '''OK.'''
|-
|| New page
'''Cloning circulation and fine rules from standard rules to Spoken Tutorial Library'''
Blue highlighted text
'''The rules have been cloned'''
|| A new page with the heading-
'''Cloning circulation and fine rules from standard rules to Spoken Tutorial Library''' will open.
A text highlighted in blue confirms '''The rules have been cloned.'''
|-
|| '''Narration '''
|| With this we come to the end of this tutorial.
|-
|| '''Slide Number 6 '''

'''Summary '''
|| '''Let’s quickly recap'''
Today we learned about
* '''Circulation and Fine Rules for the Patron category'''
|-
|| '''Slide '''Number 7
'''Assignment'''
'''As an Assignment'''
* Create a '''Patron Ms. Maya Hans, '''as a '''Postgraduate student '''for '''checkout''' and '''checkin''' of
'''Spoken Tutorial Library Items''' such as:
** '''Books,'''
** '''CD/DVDs'''
** '''Bound Volumes''', etc.
* Create credentials for the Postgraduate student: Ms. Maya Hans
** Username: Maya
** Password: Maya@123
* Do not set any permissions for this patron.
|| '''As an Assignment,'''
* Create a '''Patron Ms. Maya Hans, '''as a '''Postgraduate student '''for '''checkout''' and '''checkin''' of
'''Spoken Tutorial Library Items''' such as:
** '''Books,'''
** '''CD/DVDs'''
** '''Bound Volumes''', etc.
* Create credentials for the Postgraduate student: Ms. Maya Hans
** Username: Maya
** Password: Maya@123
* Do not set any permissions for this patron.
|-
|| '''Slide Number 7'''
'''About Spoken Tutorial project'''

* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-
tutorial.org/What_is_a_Spoken_Tutorial]

* It summarizes the Spoken Tutorial project.
* If you do not have good bandwidth, you can download and watch it.
|| The video at the following link summarizes the '''Spoken Tutorial project.'''
Please download and watch it.
|-
|| '''Slide Number 8'''
'''Spoken Tutorial workshops'''
The '''Spoken Tutorial Project''' Team
* Conducts workshops using spoken tutorials
* Gives certificates for those who pass an online test
* For more details, please write to [about:blank [http://contact@spoken-tutorial.org/
http://contact@spoken-tutorial.org]]
||
The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.
For more details, please write to us.

|-
|| '''Slide Number 9'''
'''Forum for specific questions'''
|| We will be happy to answer your specific questions regarding this tutorial.
Post your questions in the forum and our team will get back to you.
|-
|| '''Slide Number 10'''
||'''Acknowledgment'''
||'''The Spoken Tutorial '''project was established at IIT Bombay by the Ministry of Education Govt of