Difference between revisions of "Koha-Library-Management-System/C2/Set-Currency/English"
Bellatony911 (Talk | contribs) (Created page with " {| Border=1 | <center>'''Visual Cue'''</center> | <center>'''Narration'''</center> |- | Slide 1 | Welcome to the''' Spoken Tutorial '''on''' Set Currency. ''' |- | Slide 2...") |
Nancyvarkey (Talk | contribs) |
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'''Koha version 16.05''' | '''Koha version 16.05''' | ||
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| Cursor on '''ISO code''': | | Cursor on '''ISO code''': | ||
| Next, enter the''' ISO code''': as '''INR.''' | | Next, enter the''' ISO code''': as '''INR.''' | ||
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| Cursor on the checkbox for '''Last updated Active:''' | | Cursor on the checkbox for '''Last updated Active:''' | ||
− | | To '''activate the currency''', click the checkbox | + | | To '''activate the currency''', click the checkbox. |
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| Click '''Submit''' | | Click '''Submit''' | ||
| Click on '''Submit '''button at the bottom of the page | | Click on '''Submit '''button at the bottom of the page | ||
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| Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the staging tools. | | Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the staging tools. | ||
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The tool will attempt to find and use the price of the currently active currency. | The tool will attempt to find and use the price of the currently active currency. | ||
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| Next, click on '''Submit '''at the bottom of the page. | | Next, click on '''Submit '''at the bottom of the page. | ||
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Cursor on check (tick mark) | Cursor on check (tick mark) | ||
− | | An '''active currency '''is the main currency to | + | | An '''active currency '''is the main currency to be used in the library. |
− | Since my '''library''' is in '''India | + | Since my '''library''' is in '''India, Rupee''' will be used as '''active currency''' |
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| Narration only | | Narration only | ||
| This brings us to the end of this tutorial. | | This brings us to the end of this tutorial. | ||
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In this tutorial we learnt- | In this tutorial we learnt- | ||
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* How to set '''Currency''' | * How to set '''Currency''' | ||
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| Let us summarize. | | Let us summarize. | ||
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In this tutorial we learnt- | In this tutorial we learnt- | ||
* How to set '''Currency''' | * How to set '''Currency''' | ||
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Assignment for '''Set currency:''' | Assignment for '''Set currency:''' | ||
* Set new currency as '''Yen''' | * Set new currency as '''Yen''' | ||
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| Assignment for '''Set currency:''' | | Assignment for '''Set currency:''' | ||
* Set a new currency as '''Yen ''' | * Set a new currency as '''Yen ''' | ||
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* It summarises the '''Spoken Tutorial '''project. | * It summarises the '''Spoken Tutorial '''project. | ||
* If you do not have good bandwidth, you can download and watch it. | * If you do not have good bandwidth, you can download and watch it. | ||
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| The video at the following link summarises the '''Spoken Tutorial''' project. | | The video at the following link summarises the '''Spoken Tutorial''' project. | ||
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* Gives certificates for those who pass an online test | * Gives certificates for those who pass an online test | ||
* For more details, please write to http://contact@spoken-tutorial.org | * For more details, please write to http://contact@spoken-tutorial.org | ||
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The '''Spoken Tutorial''' Project team: | The '''Spoken Tutorial''' Project team: | ||
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* conducts workshops and | * conducts workshops and | ||
* gives certificates. | * gives certificates. | ||
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* Someone from our team will answer them | * Someone from our team will answer them | ||
+ | |Post your timed queries in this Forum. | ||
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| Slide 17 | | Slide 17 | ||
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* http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro | * http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro | ||
− | + | | '''Spoken Tutorial '''project is funded by '''NMEICT, MHRD, Government of India.''' | |
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− | '''Spoken Tutorial '''project is funded by '''NMEICT, MHRD, Government of India.''' | + | |
Revision as of 16:06, 23 June 2017
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Slide 1 | Welcome to the Spoken Tutorial on Set Currency. |
Slide 2
Learning Objectives In this tutorial, we will learn- How to set Currency in Koha |
In this tutorial, we will learn-
How to set Currency in Koha |
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. |
Show Koha interface
Login as Username Bella and password as library |
To start with:
Login with Superlibrarian username Bella and her password. |
Click on Koha Administration | Then click on Koha Administration. |
Show the new page | A new page opens up |
Cursor on Acquisition parameters>> Currencies | Under the section Acquisition parameters, click on Currencies and exchange rates. |
Cursor on the table under the section-
Currencies and exchange rates |
Note that- this data is not updated automatically.
Therefore, it is important to update the data. This will also help to keep the correct accounting details. |
Click on + New currency | Now click on + New currency. |
Cursor on new page- New currency
Cursor on-
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In the new page that opens, fill in the mandatory details like-
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Enter
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Since my library is in India, I will enter
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Cursor on ISO code: | Next, enter the ISO code: as INR. |
Cursor on the checkbox for Last updated Active: | To activate the currency, click the checkbox. |
Click Submit | Click on Submit button at the bottom of the page |
Cursor on Currency-
Cursor on Rupee Cursor on Edit |
In the new page that opens, under the tab Currency, the details for Rupee appears.
If the need be, the same can be edited as well. |
On the same page click on the tab- Column visibility.
From the options, click on the tab ISO code* The ISO column for Rupee appears in the table. | |
Cursor on the ISO code | Remember that the entered ISO code will be used when importing MARC files via the staging tools.
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Click on edit for the Currency USD | To edit the Currency, click on Edit option for that particular Currency.
I will click on Edit for the currency USD. |
Cursor on Modify currency | Modify currency page opens up.
You may change the value of Rate and Symbol. I will leave it as they are. |
Next, click on Submit at the bottom of the page. | |
Cursor on Currencies and exchange rates
Cursor on check (tick mark) |
The same page Currencies and exchange rates re-opens.
Note that: Under the tab Active, a checkmark appears for USD in the table |
Cursor on check (tick mark) |
An active currency is the main currency to be used in the library.
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Narration only | Now log out from your Koha Superlibrarian account. |
Go to the top right corner, click on Spoken Tutorial Library
Select Log out |
To do so, first go to the top right corner, click on Spoken Tutorial Library.
Then from the drop-down, select Log out. |
Narration only | This brings us to the end of this tutorial. |
Slide
Summary In this tutorial we learnt-
|
Let us summarize.
In this tutorial we learnt-
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Slide:
Assignment for Set currency:
|
Assignment for Set currency:
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Slide About Spoken Tutorial project
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The video at the following link summarises the Spoken Tutorial project.
Please download and watch it. |
Slide:
Spoken Tutorial workshops The Spoken Tutorial Project Team
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The Spoken Tutorial Project team:
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Slide:
Forum for specific questions
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Post your timed queries in this Forum. |
Slide 17
Acknowledgement
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Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
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This is Bella Tony from IIT Bombay signing off.
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