Madhurig: Created page with "'''Title of the Script: Allocate Funds''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords''': Koha, Koha 24.05, Koha budget allocation, Library fund allocation,..."

2024-12-08T09:58:54Z

Created page with "'''Title of the Script: Allocate Funds''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords''': Koha, Koha 24.05, Koha budget allocation, Library fund allocation,..."

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'''Title of the Script: Allocate Funds'''

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

'''Keywords''': Koha, Koha 24.05, Koha budget allocation, Library fund allocation, Koha acquisitions module, Budget setup koha 24.05, Library fund management, Creating funds in koha, Koha financial management, Fund code and fund name, Acquisition module setup, Video tutorial.

'''Prerequisite tutorial''' : '''Add a Budget'''

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Allocate Funds''' in '''Koha'''.
|-
||'''Slide Number 2'''

'''Learning Objectives'''

We will learn how to:
* '''Allocate Funds'''
|| In this tutorial, we will learn how to:
* '''Allocate Funds'''
|-
|| '''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.'''
|-
|| Show '''Koha '''login interface
|| Let us switch to the '''Koha interface.'''
|-
|| Login to '''Koha '''with '''Username '''as '''Bella '''and '''Password '''as '''Library@1'''.
|| For login, I will type '''username '''as '''Bella '''and the '''password '''as '''Library@1.'''

If you had given a different '''username''' and '''password''', then type that.

To choose the '''Library '''from the drop down select '''Spoken Tutorial Library.'''

Click on '''Login'''
|-
|| Show '''Koha '''staff Interface
|| The '''Koha staff interface '''opens.
|-
|| Narration only
|| Now, let’s go ahead to '''Allocate''' '''Budget.'''
|-
|| Show Koha interface >> '''Koha administration'''
|| For that click on the '''Koha administration '''module'''.'''
|-
|| '''Koha administration '''page
|| '''Koha administration '''page opens.
|-
|| Go to the section '''Acquisition parameters''' click on '''Budgets'''
|| Now scroll down and go to the '''Acquisition parameters '''section.

Click on '''Budgets'''.
|-
|| Cursor on '''Budgets '''page
|| This opens the '''Budgets '''page with the list of budget names listed.
|-
|| Click on''' Spoken Tutorial Library 2023-2024 Phase I.'''
|| Here, we will click on''' Spoken Tutorial Library 2023-2024 Phase I.'''

Recall that we had created this budget in an earlier tutorial of this series.
|-
|| '''Funds for budget Spoken Tutorial Library 2023-2024 Phase I’ '''page
|| This will bring us to '''Funds for budget Spoken Tutorial Library 2023-2024 Phase I '''page.

Message Highlighted in blue says '''No fund found.'''
|-
|| Click on''' +New'''
|| To add funds''' click on the '''New '''button on the top.
|-
|| From drop-down select '''New fund for Spoken Tutorial Library 2023-2024 Phase I.'''
|| From the dropdown, select '''New fund for Spoken Tutorial Library 2023-2024 Phase I.'''
|-
|| '''New fund''' page
|| A page '''New fund''' opens.
|-
|| Point to the fields marked in red.
|| Notice that all the '''fields''' marked in red are mandatory.
|-
|| Fill in the details such as:

'''Fund code: Books'''

'''Fund name: Books Fund'''

'''Amount: 25000'''

'''Warning at (%): 10'''

'''Warning at (amount):''' Blank

'''Owner: '''Blank

'''Users: '''Blank

'''Library: '''From dropdown select '''Spoken Tutorial'''

'''Restrict access to: None'''

'''Notes: '''Blank

'''Statistic 1 done on: '''Blank

'''Statistic 2 done on: '''Blank
|| Here, you can pause the video and fill in the details as shown.
|-
|| Click on the '''Submit''' button
|| After all the details are filled, scroll down.

Click on the '''Submit '''button at the bottom of the page.
|-
|| '''Funds for budget ‘Spoken Tutorial Library 2023-2024 Phase I’ '''page
|| This will bring us to '''Funds for budget Spoken Tutorial Library 2023-2024 Phase I '''page'''.'''
|-
|| Highlight the table
|| All the '''Fund '''allocation details about the '''Spoken Tutorial Library 2023-2024 Phase I''' now appear in a tabular form.
|-
|| Narration only
|| With this, we come to the end of this tutorial.
|-
||''' Slide Number 5'''

'''Summary'''

In this tutorial, we learned to
* Allocate''' Funds'''
|| Let’s quickly recap.

Today we learned how to:
* Allocate''' Funds'''
|-
|| '''Slide Number 6'''

'''Assignment'''
* Allocate funds of Rs 20 Lakhs for '''Non-print material '''under ICP Library.
|| As an assignment
* Allocate funds of Rs 20 Lakh for '''Non-print material''' under ICP Library.
|-
|| '''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 '''India.'''

Thank you
|| Thank you for joining.
|-
|}

Koha-Library-Software/C2/Allocate-Funds/English - Revision history

Madhurig: Created page with "'''Title of the Script: Allocate Funds''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords''': Koha, Koha 24.05, Koha budget allocation, Library fund allocation,..."