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

Madhurig at 08:35, 13 June 2025

2025-06-13T08:35:52Z

Anjali at 12:04, 11 June 2025

2025-06-11T12:04:14Z

Anjali: Created page with "'''Title of the Script: Configure Claim Notice''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Serials module, Claim notices, Notices an..."

2025-06-11T11:53:45Z

Created page with "'''Title of the Script: Configure Claim Notice''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Serials module, Claim notices, Notices an..."

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'''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

{|border=1
|-
|| '''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.
|-
|}

@@ Line 93: / Line 93: @@
 Cursor on '''Serials'''>>'''Claims'''
-|| The''' Serials '''page opens.
+|| The ''' Serials '''page opens.
-To the left side of the page under the '''Serials '''menu click on '''Claims'''.
+To the left side of the page under the '''Serials ''' menu click on '''Claims'''.
 |-
 || '''Claims''' page
@@ Line 108: / Line 108: @@
 Also we can see the '''Vendor '''field.
-Now click on''' '''the '''Please define one'''.
+Now click on the '''Please define one'''.
 |-
 || Cursor on '''Notices and slips'''
@@ Line 122: / Line 122: @@
 |-
 || 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'''.
@@ Line 133: / Line 134: @@
 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'''.
+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.
+|| For the''' Koha module '''field, from the drop down select '''Claim serial issue ''' if not selected by default.
 |-
 || In '''Code''': type '''Claim'''
@@ Line 166: / Line 167: @@
 Spoken Tutorial Library
-|| To the right side of the '''Message body '''field''' '''we can see a textbox.
+|| To the right side of the '''Message body '''field'''  we can see a textbox.
-Here we will''' '''type the email''' '''to the vendor.
+Here we will''' '''type the email to the vendor.
 In my case''', '''the vendor is '''Powai Book Agency'''.
@@ Line 180: / Line 181: @@
 Narration only
-|| Scrolling down the page we can also see options like '''Print, SMS '''and '''Format'''.
+|| 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.
+|| Next click on the''' Save ''' button at the top of the page.
 |-
 || Cursor on '''Notices and Slips'''
-|| A new page '''Notices and Slips '''opens.
+|| A new page '''Notices and Slips ''' opens.
 |-
 || Cursor on '''Notices and Slips'''
 Cursor on '''Select a library'''
-|| '''Locate the tab '''Select a library'''.
+|| Under '''Notices and Slips '''  Locate the tab '''Select a library'''.
 '''Koha '''has auto-selected the '''Spoken Tutorial Library'''.
@@ Line 210: / Line 211: @@
 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.
+The last column '''Actions''' provides the option to '''Edit '''and''' Delete ''' the notices.
 You can choose the option as per your requirement.
@@ Line 229: / Line 231: @@
 || Let’s quickly recap.
-Today we learned how to:* '''Configure '''a''' Claim Notice'''.
+Today we learned how to:
 |-