Difference between revisions of "Koha-Library-Management-System/C2/Set-Currency/English"

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|-
 
|-
 
|Assignment slide
 
|Assignment slide
 +
Set a new currency as:
 +
*'''CAD'''
 +
*'''EUR'''
 +
*'''GBP'''
 +
*'''USD'''
 +
 +
Don't make any of these currencies as '''Active'''
 
|Assignment for currency.
 
|Assignment for currency.
  

Revision as of 19:51, 6 May 2018


Visual Cue
Narration
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, learners 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 also 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-

  1. Currency:
  2. Rate:
  3. Symbol:
In the new page that opens, fill in the mandatory details like-
  1. Currency:
  2. Rate: and
  3. Symbol:
Enter
  • Rupee for Currency
  • 1 for Rate
  • ₹ as Symbol
Since my library is in India, I will enter
  • Rupee for Currency
  • 1 for Rate
  • ₹ as Symbol:
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.

Assignment slide

Set a new currency as:

  • CAD
  • EUR
  • GBP
  • USD

Don't make any of these currencies as Active

Assignment for currency.

Set a new currency as....

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.


The tool will attempt to find and use the price of the currently active currency.

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.


Since my library is in India, Rupee will be used as active currency

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-

  • How to set Currency
Let us summarize.

In this tutorial we learnt-

  • How to set Currency

Slide

About Spoken Tutorial project

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

The Spoken Tutorial Project team:

  • conducts workshops and
  • gives certificates.


For more details, please write to us.

Slide:

Forum for specific questions

  • Do you have questions in THIS Spoken Tutorial?
  • Please visit http://forums.spoken-tutorial.org/
  • Choose the minute and second where you have the question
  • Explain your question briefly
  • Someone from our team will answer them
Post your timed queries in this Forum.
Slide 17

Acknowledgement

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.

Contributors and Content Editors

Bellatony911, Nancyvarkey

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