Nancyvarkey: Protected "Koha-Library-Management-System/C2/Receive-Serials/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

2019-02-21T11:11:59Z

Protected "Koha-Library-Management-System/C2/Receive-Serials/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

Nancyvarkey at 17:20, 23 September 2018

2018-09-23T17:20:05Z

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Bellatony911 at 11:39, 22 September 2018

2018-09-22T11:39:30Z

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Nancyvarkey at 02:52, 11 September 2017

2017-09-11T02:52:39Z

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Bellatony911: Created page with "{| Border=1 |- | align=center| '''Visual cue''' | align=center| '''Narration''' |- || Title Slide || Welcome to the '''Spoken Tutorial''' on '''How to a Receive Serials.'''..."

2017-09-06T10:58:41Z

Created page with "{| Border=1 |- | align=center| '''Visual cue''' | align=center| '''Narration''' |- || Title Slide || Welcome to the '''Spoken Tutorial''' on '''How to a Receive Serials.'''..."

New page

{| Border=1
|-
| align=center| '''Visual cue'''
| align=center| '''Narration'''
|-
|| Title Slide
|| Welcome to the '''Spoken Tutorial''' on '''How to a Receive Serials.'''

|-
|| Slide Number 2

'''Learning Objectives'''
||

In this tutorial we will learn:

# How to receive Serials
# Claim late Serials
# Check Serials expiration
# Renew Serials
# Search Serials

|-
|| Slide Number 3

'''System Requirement'''
|| To record this tutorial, I am using

* '''Ubuntu Linux OS 16.04'''
* '''Koha version 16.05'''

|-
|| 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 '''and her '''password'''
|| To receive''' Serials,''' let’s login to '''Koha '''as Added-

Alternately, you may login as a Patron who has Serial control rights

Alternately, you may login as a '''Patron''' who has '''Serials control''' rights.

I will login as '''Superlibrarian.'''
|-
|| On the '''Koha''' homepage, click on '''Serials'''
|| On the '''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 '''Microbiology.'''
|-
|| 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

* '''ISSN'''
* '''Title '''
* '''Notes'''
* '''Library'''
* '''Location'''
* '''Call number'''
* '''Expiration date'''
* '''Actions'''

|| This page shows the details for:* '''ISSN'''
* '''Title '''
* '''Notes'''
* '''Library'''
* '''Location'''
* '''Call number'''
* '''Expiration date'''
* '''Actions'''
|-
|| Click on the tab '''Actions '''and from the drop down select '''Serials receive'''
|| Click on the tab '''Actions''' at the extreme right side of the table.

From the drop-down, select '''Serial receive.'''
|-
|| Another page, '''Serial edition Indian Journal of Microbiology (On Display)''', opens with the table
|| Another page, '''Serial edition Indian Journal of Microbiology (On Display)''', 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

* '''Serial collection information for Indian Journal of Microbiology (On Display),'''
* With the '''Subscription summary'''

|| Another page opens with the heading

* '''Serial collection information for Indian Journal of Microbiology (On Display).'''

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-

* Only issue numbers 1, 2 and 4
* And issue no. 3 has not been received

In such a case, a claim can be sent for issue no.3 that is still to be received.
|| Say for example:

Out of '''4 Serials issues''', the library has received-
* Only issue numbers 1, 2 and 4
* And issue no. 3 has not been received

In such a case, a claim can be sent for issue no.3 that is still to be received.
|-
|| Click on '''Home'''>>'''Serials'''
|| To send a claim for a issue, click on the '''Homepage '''and '''Serials.'''
|-
|| 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''': from the drop down select '''Claim Serial issue'''
|| For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''
|-
|| In the field for '''Code''': type '''CLAIM'''
|| In the field for '''Code''': type '''CLAIM.'''
|-
|| In the field for '''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.'''

Next, if required you may fill in the details for Phone, Print, 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''', from the drop down select your library.

|-
|| Cursor on:

'''Library'''

'''Module'''

'''Code'''

'''Name'''

'''Copy notice'''

'''Actions'''
|| On the same page, a table appears with filled-in details under the following tabs:

'''Library'''

'''Module'''

'''Code'''

'''Name'''

'''Copy notice'''

'''Actions'''
|-
|| On '''Koha''' homepage, click on '''Serials.'''

Now click on''' Claims.'''
|| Next, go back to '''Koha''' homepage, and click on '''Serials.'''

Now click on''' Claims.'''
|-
|| In the field for '''Vendor,''' from the drop down select, '''Mumbai Journal Supplier'''

Next, click on''' Ok '''at the right side of the field
|| In the field for '''Vendor,''' select the required vendor from the drop-down.

As I have only one vendor, I will go ahead with the vendor- '''Mumbai Journal Supplier.'''

Next, click on''' Ok '''at the right side of the field.
|-
|| Cursor on''' Missing issues''' opens.

Click the check box on the left side''' '''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.

|-
|| On the '''Koha''' homepage, click on '''Serials.'''

Now, click on '''Check expiration'''
|| On the '''Koha''' homepage, click on '''Serials '''and then on '''Check expiration.'''
|-
|| On the page '''Check expiration,''' under the section for '''Filter results-'''

Go to '''Library:''' from the drop down select '''Spoken Tutorial Library '''

Remember to only mention the '''Expiring date:'''
'''Expiring before: '''fill the date as '''01/01/2019'''

|| Now''',''' under the section for '''Filter results,'''

Go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.'''

Remember to only 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 '''

'''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

# '''Number of num (i.e. issues)'''
# '''Number of weeks'''
# '''Number of months '''

Enter '''4 '''for '''Number of months '''

|| Next is '''Subscription length.'''

It is suggested to fill in one of the three fields, namely-

# '''Number of num (i.e. issues)'''
# '''Number of weeks'''
# '''Number of months '''

As my '''Journal '''is a '''quarterly publication''', '''Koha '''by default has selected '''4 '''as '''Number of num (i.e. issues)'''

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''' at the bottom of the page.
|-
|| 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:
# '''ISSN '''
# '''Title '''
# '''Library '''
# '''OPAC note '''
# '''Nonpublic note '''
# '''Expiration date '''
# '''Actions'''

|| 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-

# '''ISSN '''
# '''Title '''
# '''Library '''
# '''OPAC note '''
# '''Nonpublic note '''
# '''Expiration date '''
# '''Actions'''

|-
| | Narration only
| | This is how we can-

* create the schedule for '''Serials''' and
* receive them as per arrival of the''' Volume and issues.'''

|-
| | 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 '''and from the drop down 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'''-

In this tutorial we learnt:

# How to receive Serials
# Claim late Serials
# Check Serials expiration
# Renew Serials
# Search Serials

|| Let us summarize:

In this tutorial we learnt:

# How to receive Serials
# Claim late Serials
# Check Serials expiration
# Renew Serials
# Search Serials

|-
|| '''Assignment'''

* In an earlier tutorial, a new subscription for the '''Journal of Molecular Biology '''was added
* As an assignment- Renew the same subscription

|| '''Assignment'''

* In an earlier tutorial, a new subscription for the '''Journal of Molecular Biology '''was added.
* As an assignment, renew the same subscription.

|-
|| Slide:

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 summarises 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:

'''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]

||

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

* '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project
* It is supported by the '''National Mission on Education through ICT, MHRD, Government of India'''
* More information on this Mission is available at
* [http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro]

|| '''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.
|-
|}

← Older revision	Revision as of 11:11, 21 February 2019
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Koha-Library-Management-System/C2/Receive-Serials/English - Revision history

Nancyvarkey: Protected "Koha-Library-Management-System/C2/Receive-Serials/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

Nancyvarkey at 17:20, 23 September 2018

Bellatony911 at 11:39, 22 September 2018

Nancyvarkey at 02:52, 11 September 2017

Bellatony911: Created page with "{| Border=1 |- | align=center| '''Visual cue''' | align=center| '''Narration''' |- || Title Slide || Welcome to the '''Spoken Tutorial''' on '''How to a Receive Serials.'''..."