Difference between revisions of "Koha-Library-Management-System/C2/Add-Subscription-in-Serials/English"

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Line 50: Line 50:
  
 
Login with '''Superlibrarian''' user name and the password
 
Login with '''Superlibrarian''' user name and the password
−
|| Let us go to the '''Koha''' interface.
+
|| Login with the '''Superlibrarian user name''' and the '''password'''.
−
 
+
−
 
+
−
Login with '''Superlibrarian user name''' and the '''password'''.
+
 
|-  
 
|-  
 
|| As explained in an earlier tutorial:
 
|| As explained in an earlier tutorial:
Line 84: Line 81:
  
 
All details shown here are the ones I will be entering in my '''Koha''' interface.
 
All details shown here are the ones I will be entering in my '''Koha''' interface.
 +
|-
 +
||Koha interface
 +
|| Let us go to the '''Koha''' interface.
 
|-  
 
|-  
 
|| On the '''Koha homepage''', click on '''Serials'''
 
|| On the '''Koha homepage''', click on '''Serials'''
Line 106: Line 106:
  
 
* In '''Vendor name''', type''' Mumbai Journal Supplier. '''
 
* In '''Vendor name''', type''' Mumbai Journal Supplier. '''
−
 
−
* Click on''' OK '''
 
−
 
−
* New page '''Vendor search results''' opens.
 
−
 
−
* In the table, under the section''' Select:''', click on '''Choose '''
 
−
 
−
* Same page, '''Add a new subscription (1/2),''' re-opens.
 
−
 
−
* Do not close this page
 
−
 
−
 
 
|| For '''Vendor'''-  
 
|| For '''Vendor'''-  
  
Line 128: Line 116:
 
: You should type the name of your vendor here.
 
: You should type the name of your vendor here.
  
 +
|-
 +
||
 +
* Click on''' OK '''
  
−
Now click on the''' OK '''button on the right side of this field.
+
* New page '''Vendor search results''' opens.
 +
 
 +
* In the table, under the section''' Select:''', click on '''Choose '''
 +
||Now click on the''' OK '''button on the right side of this field.
  
 
* A new page showing the '''Vendor search results''' opens.
 
* A new page showing the '''Vendor search results''' opens.
Line 135: Line 129:
 
* In the table below, under the section''' Select:''', click on '''Choose, '''which is adjacent to the''' Vendor name'''.
 
* In the table below, under the section''' Select:''', click on '''Choose, '''which is adjacent to the''' Vendor name'''.
  
−
* The same page, '''Add a new subscription (1/2),''' re-opens.
+
|-
 +
||
 +
* Same page, '''Add a new subscription (1/2),''' re-opens.
  
−
* Do not close this page as this will be used again later in the tutorial.
+
 
 +
||The same page, '''Add a new subscription''' re-opens.
 +
 
 +
Do not close this page as this will be used again later in the tutorial.
  
 
|-  
 
|-  
Line 144: Line 143:
  
 
Cursor on two blank boxes
 
Cursor on two blank boxes
−
 
−
 
−
Cursor on
 
−
* '''Search for record'''
 
−
* '''Create record'''
 
−
 
 
|| Next is '''Record'''-
 
|| Next is '''Record'''-
  
Line 155: Line 148:
 
Adjacent to the '''Record '''are two blank boxes.
 
Adjacent to the '''Record '''are two blank boxes.
  
−
Under these blank boxes are two tabs:
+
|-
−
 
+
||Cursor on
 +
* '''Search for record'''
 +
* '''Create record'''
 +
||Under these blank boxes are two tabs:
 
* '''Search for record'''
 
* '''Search for record'''
 
* '''Create record'''
 
* '''Create record'''
Line 187: Line 183:
 
In the field for '''Keyword,''' enter '''Microbiology.'''
 
In the field for '''Keyword,''' enter '''Microbiology.'''
  
−
Then, click on '''Search '''at the bottom of the page.
+
Then, click on '''Search '''button at the bottom of the page.
 
|-
 
|-
 
| Cursor on '''Search results from 1 to 1 of 1,'''
 
| Cursor on '''Search results from 1 to 1 of 1,'''
Line 199: Line 195:
 
'''ISSN-0046-8991'''
 
'''ISSN-0046-8991'''
  
−
| A new page, '''Search results from 1 to 3 of 3,''' opens.
+
| A new page, '''Search results from 1 to 1 of 1,''' opens.
  
 
It has the following details as entered earlier:
 
It has the following details as entered earlier:
Line 236: Line 232:
  
 
* '''do not create an item record when receiving this serial'''
 
* '''do not create an item record when receiving this serial'''
−
|  Moving on, I will leave the following as they are:
+
|  Moving on, I will leave the following as they are.
  
−
 
−
* '''create an item record when receiving this serial,'''
 
−
 
−
* '''do not create an item record when receiving this serial'''
 
 
|-
 
|-
 
|  Narration Only
 
|  Narration Only
  
−
By default''' Koha '''selects
 
−
 
−
* '''do not create an item record when receiving this serials'''
 
 
|  Note that by default,''' Koha '''selects
 
|  Note that by default,''' Koha '''selects
  
Line 259: Line 248:
  
 
'''Keep issue number'''
 
'''Keep issue number'''
−
|  Next, I will also leave the following as they are:
+
|  Next, I will also leave the following as they are.
  
−
 
−
'''When there is an irregular issue: '''
 
−
 
−
'''Skip issue number'''
 
−
 
−
'''Keep issue number'''
 
 
|-
 
|-
 
|  Narration Only
 
|  Narration Only
Line 287: Line 270:
 
|  If required you may fill in the-
 
|  If required you may fill in the-
  
−
'''Public note '''
+
*'''Public note '''
−
 
+
*'''Nonpublic note'''
−
'''Nonpublic note'''
+
  
  
Line 318: Line 300:
 
|-
 
|-
 
|  Click on''' Next'''  
 
|  Click on''' Next'''  
−
|  After entering all the details, click on''' Next''' at the bottom of the page.
+
|  After entering all the details, click on''' Next''' button at the bottom of the page.
 
|-
 
|-
 
|  Cursor on '''Add a new subscription (2/2)''',  
 
|  Cursor on '''Add a new subscription (2/2)''',  
Line 360: Line 342:
 
'''Subscription end date: '''enter '''01/12/2017'''
 
'''Subscription end date: '''enter '''01/12/2017'''
  
−
'''Numbering pattern: '''from the drop-down, select '''Volume and Number'''
+
'''Numbering pattern: '''from the drop-down, select '''Volume''' and '''Number'''
  
  
 
'''Locale: '''Select '''English''' from the drop-down  
 
'''Locale: '''Select '''English''' from the drop-down  
 
|-
 
|-
−
|  Cursor on table for''' Volume and Number'''
+
|  Cursor on table for''' Volume''' and '''Number'''
  
 
Pause the video and fill the details
 
Pause the video and fill the details
−
| Next, enter the following for the table for''' Volume and Number.'''
+
| Next, enter the following for the table for''' Volume''' and '''Number.'''
  
  
Line 378: Line 360:
 
|-  
 
|-  
 
|| Click on''' Show/Hide advanced pattern'''
 
|| Click on''' Show/Hide advanced pattern'''
 +
|| However, if you want to change the pattern-type, then click on''' Show/Hide advanced pattern '''
  
−
 
+
|-
−
Cursor on '''Modify pattern'''
+
||Cursor on '''Modify pattern'''
  
 
Pause the video and fill in the entries
 
Pause the video and fill in the entries
−
|| However, if you want to change the pattern-type, then click on''' Show/Hide advanced pattern '''
 
  
−
To edit the entries, click on''' Modify pattern '''at the bottom of the '''Advanced prediction pattern''' table.
+
||To edit the entries, click on''' Modify pattern '''button at the bottom of the '''Advanced prediction pattern''' table.
  
 
Note that''' Pattern name '''should be''': Volume, Number'''
 
Note that''' Pattern name '''should be''': Volume, Number'''
Line 391: Line 373:
 
'''Numbering formula '''should be: '''Vol.{X}, No.{Y}'''
 
'''Numbering formula '''should be: '''Vol.{X}, No.{Y}'''
  
−
 
+
|-
−
In the table '''Advanced prediction pattern, '''
+
||Point to the table entries as per narration
 +
||In the table '''Advanced prediction pattern, '''
  
 
'''Koha, '''by default, selects values for
 
'''Koha, '''by default, selects values for
−
 
  
 
1.  '''Label:'''
 
1.  '''Label:'''
  
 
* For column''' X '''as '''Volume'''
 
* For column''' X '''as '''Volume'''
−
 
 
* column''' Y '''as '''Number'''
 
* column''' Y '''as '''Number'''
  
Line 406: Line 387:
  
 
* For column''' X '''as '''57'''
 
* For column''' X '''as '''57'''
−
 
 
* Column''' Y '''as '''1 '''and so on
 
* Column''' Y '''as '''1 '''and so on
  
 
|-  
 
|-  
−
|| Click on the '''Test prediction pattern'''
+
|| Click on the '''Test prediction pattern''' button.
−
|| Now, click on the '''Test prediction pattern '''at the bottom of the page.
+
|| Now, click on the '''Test prediction pattern '''button at the bottom of the page.
 
|-  
 
|-  
 
|| Cursor on '''Prediction pattern.'''
 
|| Cursor on '''Prediction pattern.'''
 
|| '''Prediction pattern''' will appear on the same page towards the right side.
 
|| '''Prediction pattern''' will appear on the same page towards the right side.
 
|-  
 
|-  
−
|| Cursor on # '''Volume, '''
+
|| Cursor on  
 +
# '''Volume, '''
 
# '''Number, '''
 
# '''Number, '''
 
# '''Publication and '''
 
# '''Publication and '''
 
# '''Check box for not published'''
 
# '''Check box for not published'''
−
|| '''Prediction pattern '''will show the details of-# '''Volume, '''
+
|| '''Prediction pattern '''will show the details of-
 +
# '''Volume, '''
 
# '''Number, '''
 
# '''Number, '''
 
# '''Publication date '''and  
 
# '''Publication date '''and  
Line 426: Line 408:
  
 
|-  
 
|-  
−
|| Click on '''Save subscription '''at the bottom of the page'''.'''
+
|| Click on '''Save subscription '''button.
−
|| Lastly, click on''' Save subscription '''at the bottom of the page'''.'''
+
|| Lastly, click on''' Save subscription '''button at the bottom of the page.
 
|-  
 
|-  
 
|| Cursor on-  
 
|| Cursor on-  
Line 439: Line 421:
 
* '''Summary'''
 
* '''Summary'''
  
−
|| A new page-
+
|| A new page '''Subscription for Indian Journal of Microbiology'''
−
 
+
−
'''Subscription for Indian Journal of Microbiology'''
+
  
 
with the following details opens:
 
with the following details opens:
Line 447: Line 427:
 
* '''Information'''
 
* '''Information'''
 
* '''Planning'''
 
* '''Planning'''
−
* '''Issues'''
+
* '''Issues''' and
 
* '''Summary'''
 
* '''Summary'''
  
Line 468: Line 448:
 
'''Number=4'''
 
'''Number=4'''
 
|| Check the following
 
|| Check the following
−
 
  
 
* The tab '''Starting with: '''should be''' Volume '''and''' Number 57 '''and '''1 '''
 
* The tab '''Starting with: '''should be''' Volume '''and''' Number 57 '''and '''1 '''
−
 
 
* For the tab '''Rollover: Volume '''and '''Number '''should be '''99999''' and '''4'''
 
* For the tab '''Rollover: Volume '''and '''Number '''should be '''99999''' and '''4'''
  
Line 516: Line 494:
 
To do so, go to the top right corner of the '''Koha interface.'''
 
To do so, go to the top right corner of the '''Koha interface.'''
  
−
Click on''' Spoken Tutorial Library '''and select '''log out '''from the drop-down
+
Click on''' Spoken Tutorial Library '''and select '''Log out '''from the drop-down
 
|-  
 
|-  
 
|| Narration Only
 
|| Narration Only
Line 559: Line 537:
 
'''Spoken Tutorial''' workshops
 
'''Spoken Tutorial''' workshops
  
−
The '''Spoken Tutorial Project''' Team* Conducts workshops using spoken tutorials
+
The '''Spoken Tutorial Project''' Team
 +
* Conducts workshops using spoken tutorials
 
* Gives certificates for those who pass an online test
 
* Gives certificates for those who pass an online test
 
* For more details, please write to [about:blank http://contact@spoken-tutorial.org]
 
* For more details, please write to [about:blank http://contact@spoken-tutorial.org]
Line 565: Line 544:
 
||  
 
||  
  
−
The''' Spoken Tutorial Project''' Team:* conducts workshops and
+
The''' Spoken Tutorial Project''' Team:
 +
* conducts workshops and
 
* gives certificates.
 
* gives certificates.
  

Revision as of 23:02, 26 July 2018

Visual cue Narration
Title Slide Welcome to the Spoken Tutorial on How to add Subscription in Serials.
Learning Objectives In this tutorial we will learn:
  • How to add a subscription for a new serial
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

You should have Koha installed on your system.


And you should also have admin access in Koha


If not, please visit the Koha Spoken Tutorial series on this website.

Narration only In an earlier tutorial, we had learnt How to catalog Serial subscriptions


In this tutorial, we will learn how to add a new subscription for serials.

Show Koha interface


Login with Superlibrarian user name and the password

Login with the Superlibrarian user name and the password.
As explained in an earlier tutorial:
  • Create a new Vendor for Serials subscription with the name as Mumbai Journals Supplier
  • Remember to add email id as mumbaijournals@gmail.com
  • Click on the checkbox for- Contact about late issues
As explained in an earlier tutorial, create a new vendor for the serials subscription.

I will give the name Mumbai Journals Supplier.

Then I have added an email id - mumbaijournals@gmail.com

Remember to check the check-boxes for-

  • Primary acquisitions contact
  • Primary serials contact
  • Contact about late orders
  • Contact about late issues

These details will be used later in this tutorial.

Likewise, you have to fill in the details of your vendor.

Pictorial representation of the Journal

[[Image:|top]]

Here is the screen-shot of the Journal that we have to subscribe.

All details shown here are the ones I will be entering in my Koha interface.

Koha interface Let us go to the Koha interface.
On the Koha homepage, click on Serials Now on the Koha homepage, click on Serials.
Click on ‘+New Subscription’. On the page that opens, click on ‘+New Subscription’.
Cursor on Add a new subscription (1/2)

(One of two)

It will open another new page that says Add a new subscription (1/2)

Here, we will be prompted to fill some details.

For Vendor-
  • Click on Search for vendor
  • New page Serial subscription: search for vendor, opens up.
  • In Vendor name, type Mumbai Journal Supplier.
For Vendor-
  • Click on the tab Search for vendor adjacent to two empty boxes.
  • In a new window, a new page Serial subscription: search for vendor, opens up.
  • In the field for Vendor name, I will type Mumbai Journal Supplier.
You should type the name of your vendor here.
  • Click on OK
  • New page Vendor search results opens.
  • In the table, under the section Select:, click on Choose
Now click on the OK button on the right side of this field.
  • A new page showing the Vendor search results opens.
  • In the table below, under the section Select:, click on Choose, which is adjacent to the Vendor name.
  • Same page, Add a new subscription (1/2), re-opens.


The same page, Add a new subscription re-opens.

Do not close this page as this will be used again later in the tutorial.

Cursor on Record


Cursor on two blank boxes

Next is Record-


Adjacent to the Record are two blank boxes.

Cursor on
  • Search for record
  • Create record
Under these blank boxes are two tabs:
  • Search for record
  • Create record
Cursor on Search for record

Cursor on Create record

In case, the record already exists, then click on Search for record.

Else, click on the tab Create record to create a new entry for the respective serial.

Click on the tab Search for record.

In an earlier tutorial, we have already cataloged a serial with the title-

Indian Journal of Microbiology


Therefore, we will click on the tab Search for record.

Cursor on Catalog search

For Keyword enter Microbiology

Click on Search

A new window, Catalog search opens.

In the field for Keyword, enter Microbiology.

Then, click on Search button at the bottom of the page.

Cursor on Search results from 1 to 1 of 1,

Cursor on

Title- Indian Journal of Microbiology

Publisher- Springer

ISSN-0046-8991

A new page, Search results from 1 to 1 of 1, opens.

It has the following details as entered earlier:

Title- Indian Journal of Microbiology

Publisher- Springer

ISSN- 0046-8991


You will see the details that you entered.

Click on Choose


Cursor on Add a new subscription (1/2), in the field for Record

Cursor on number 33.

Next, click on Choose button at the right corner of the table.

The same window closes and the details entered appear on the page-

Add a new subscription (1/2), in the field for Record


In my case, it shows number 33.


It may be different on your interface depending upon the number of entries that you have made.

Cursor on
  • create an item record when receiving this serial,
  • do not create an item record when receiving this serial
Moving on, I will leave the following as they are.
Narration Only Note that by default, Koha selects
  • do not create an item record when receiving this serials
Cursor on

When there is an irregular issue:

Skip issue number

Keep issue number

Next, I will also leave the following as they are.
Narration Only Note that by default, Koha selects: Keep issue number
Cursor on Library


Select Spoken Tutorial Library from the the drop down.

Let’s proceed.


For Library, I will select Spoken Tutorial Library from the drop-down.

Cursor on

Public note

Nonpublic note

If required you may fill in the-
  • Public note
  • Nonpublic note


I will keep them blank.

Cursor on Patron notification:

From the drop down select Routing List

Next is Patron notification:


From the drop-down, select Routing List.

For Location: >> select On Display For Location: from the drop-down, I will select On Display.
Grace period: >> select 15 day(s) For Grace period: I will select 15 day(s)
Number of issues to display to staff >> 4


Number of issues to display to the public >> 4

For Number of issues to display to staff: enter 4.


For Number of issues to display to the public: enter 4.

Click on Next After entering all the details, click on Next button at the bottom of the page.
Cursor on Add a new subscription (2/2), A new page, Add a new subscription (2/2), opens.
Cursor on Serials Planning:


First issue publication date: >> 01/01/2017


Frequency: select 1/month i.e. monthly from drop-down


Subscription length:* select issues from drop-down Enter amount in numerals >> 4

Subscription start date: >> 01/01/2017

Subscription end date: >> 01/12/2017

Numbering pattern: from drop-down, select Volume and Number

Locale: >> English

For the section, Serials Planning, enter the following-


For First issue publication date: I will enter 01/01/2017


For Frequency: I will select ⅓ month i.e. quarterly from the drop-down.


Subscription length:

  • Select issues from the drop-down
  • Enter 4 in the box for enter amount in numerals

Subscription start date: enter 01/01/2017

Subscription end date: enter 01/12/2017

Numbering pattern: from the drop-down, select Volume and Number


Locale: Select English from the drop-down

Cursor on table for Volume and Number

Pause the video and fill the details

Next, enter the following for the table for Volume and Number.


Begins with: Volume= 57

Begins with: Number= 1

Inner counter: Number 4

Click on Show/Hide advanced pattern However, if you want to change the pattern-type, then click on Show/Hide advanced pattern
Cursor on Modify pattern

Pause the video and fill in the entries

To edit the entries, click on Modify pattern button at the bottom of the Advanced prediction pattern table.

Note that Pattern name should be: Volume, Number

Numbering formula should be: Vol.{X}, No.{Y}

Point to the table entries as per narration In the table Advanced prediction pattern,

Koha, by default, selects values for

1. Label:

  • For column X as Volume
  • column Y as Number

2. Begins with :

  • For column X as 57
  • Column Y as 1 and so on
Click on the Test prediction pattern button. Now, click on the Test prediction pattern button at the bottom of the page.
Cursor on Prediction pattern. Prediction pattern will appear on the same page towards the right side.
Cursor on
  1. Volume,
  2. Number,
  3. Publication and
  4. Check box for not published
Prediction pattern will show the details of-
  1. Volume,
  2. Number,
  3. Publication date and
  4. Check box for Not published
Click on Save subscription button. Lastly, click on Save subscription button at the bottom of the page.
Cursor on-

Subscription for Indian Journal of Microbiology.

Cursor on-

  • Information
  • Planning
  • Issues
  • Summary
A new page Subscription for Indian Journal of Microbiology

with the following details opens:

  • Information
  • Planning
  • Issues and
  • Summary
Click Planning Click on the tab Planning
  • Starting with:

Volume = 57 and

Number= 1


  • Rollover:

Volume=99999 and

Number=4

Check the following
  • The tab Starting with: should be Volume and Number 57 and 1
  • For the tab Rollover: Volume and Number should be 99999 and 4
Next click the tab Issues

Cursor on

  • Issue number: Vol. 57, No. 1
  • Planned date: 01/01/2017
  • Published date: 01/01/2017
  • Published date (text): would be blank
  • Status: Expected
Next click the tab Issues

This will show the following details-

  • Issue number: as Vol. 57 and No. 1
  • Planned date: as 01/01/2017
  • Published date: as 01/01/2017
  • Published date (text): would be blank
  • Status: Expected
Narration Only With this the Journal subscription is added successfully.
Narration only

Purpose of adding Subscription of Serials is for keeping track of-

  • Journals
  • Magazines
  • Serials
  • Newspapers
  • and other items that are published on a regular schedule.
Log out from Koha


Go to the top right corner of click on Spoken Tutorial Library>> select log out from the drop-down.

You may now log out from Koha.


To do so, go to the top right corner of the Koha interface.

Click on Spoken Tutorial Library and select Log out from the drop-down

Narration Only This brings us to the end of this tutorial.
Summary slide.

In this tutorial we learnt:

  • How to add a Subscription for a new serial
Summary

In this tutorial we learnt:

  • How to add a Subscription for a new serial
Assignment


Add a new Subscription for Journal of Molecular Biology

Assignment

Add a new Subscription for Journal of Molecular Biology

Slide:

About Spoken Tutorial project

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


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, PoojaMoolya

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