Difference between revisions of "Koha-Library-Management-System/C2/Add-an-Item-type/English"
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+ | Topic: '''How to add an Item Type''' | ||
+ | Contributor: Bella Tony, IIT Bombay | ||
− | + | Domain Expert: Manju Naika, Central Library, IIT Bombay | |
− | + | ||
− | + | ||
− | + | Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay | |
− | + | ||
− | + | Keywords: Koha administration, Item Type, | |
− | + | ||
− | | | + | {| border =1 |
− | | | + | |<center>'''Visual Cue'''</center> |
+ | |<center>'''Narration'''</center> | ||
− | + | |- | |
− | | | + | | Slide 1 |
− | + | Title Slide | |
− | + | | Welcome to the Spoken Tutorial on how to add an '''Item type '''in the '''Koha '''interface. | |
− | |- | + | |- |
− | + | | Slide Number 2 | |
− | ''' | + | Learning Objectives |
− | + | |In this tutorial we will learn-* About '''Item types '''and | |
+ | * How to add an '''Item type''' | ||
− | + | |- | |
− | + | | 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. | ||
− | You should also have '''Admin''' access in '''Koha.''' | + | You should also have '''Admin''' access in '''Koha.''' |
+ | If not, please refer to the '''Koha Spoken Tutorial '''series on this website. | ||
− | + | |- | |
− | + | | Show Koha interface | |
− | |- | + | | Let us begin. |
− | + | ||
− | + | ||
Let me switch to the '''Koha''' interface. | Let me switch to the '''Koha''' interface. | ||
− | |- | + | |- |
− | + | | Narration only | |
− | + | | Recall that we had created a '''Superlibrarian Bella.''' | |
− | |- | + | |- |
− | + | | Login with '''username and password''' | |
− | + | | We will now login with '''username Bella '''and her password. | |
− | |- | + | |- |
− | + | | Show interface | |
− | + | | Now we are inside the '''Koha''' interface as '''Superlibrarian Bella''' | |
− | |- | + | |- |
− | + | | Narration only | |
− | + | | Before we move ahead, let’s first understand what are '''Item Types.''' | |
− | |- | + | |- |
− | | | + | | '''Slide''' |
− | '''Slide''' | + | |
− | '''Item types '''typically refer to the material in the library- | + | '''Item types '''typically refer to the material in the library-* '''Books,''' |
− | + | ||
− | * '''Books,''' | + | |
* '''Journals,''' | * '''Journals,''' | ||
− | * '''CDs/DVDs, etc.''' | + | * '''CDs/DVDs, etc.''' |
− | + | ||
− | '''Item types '''typically refer to the material in the library, such as- | + | | '''Item types '''typically refer to the material in the library, such as-* '''Books,''' |
− | |||
* '''Journals,''' | * '''Journals,''' | ||
− | * '''CDs/DVDs, etc.''' | + | * '''CDs/DVDs, etc.''' |
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− | + | |- | |
+ | | '''SLIDE''' | ||
+ | | Every '''Item type '''in '''Koha '''has a '''Collection code''' assigned to it. | ||
− | + | This code uniquely identifies that '''Item type.''' | |
− | + | ||
− | + | ||
− | |- | + | |- |
− | | | + | | |
− | + | | Let us learn to add a new '''item type.''' | |
− | |- | + | |- |
− | | | + | | '''Home >> Koha Administration''' |
− | | | + | | On the''' Koha Home '''page,''' '''click on '''Koha Administration.''' |
+ | |- | ||
+ | | Cursor on '''Basic parameters''' | ||
− | + | Click on''' 'Item Type'''' | |
+ | | Go to the section '''Basic parameters '''and click on '''Item Types'''. | ||
− | |- | + | |- |
− | | | + | | Click the ''''+ New Item Type''' at the top of the''' Item types administration '''page. |
− | | | + | | Click the ''''+ New Item Type' '''button at the top of the '''Item types administration '''page. |
+ | |- | ||
+ | | Red box highlight on '''Item type''' | ||
+ | | In the''' 'Item type'''' field, enter a code for the new '''item type '''that you want to add. | ||
− | + | |- | |
+ | | Type '''REF''' | ||
+ | | I will type '''REF''' | ||
− | |- | + | |- |
− | | | + | | Red box highlight on '''Description''' field |
− | | | + | | The '''Description''' field is the description of the '''item type'''. |
− | |- | + | |- |
− | | | + | | Type '''Reference''' |
− | | | + | | So here, I will type '''Reference.''' |
− | + | |- | |
+ | | | ||
+ | | I will skip '''Search category '''field. | ||
− | + | |- | |
− | + | | Cursor on '''Choose an icon''': | |
− | + | | Next is '''Choose an icon:''' | |
− | + | ||
− | + | ||
− | |- | + | |- |
− | | | + | | Click on the tab '''bridge''' |
− | + | ||
− | + | '''C'''lick on the icon- '''BOOK''' | |
− | + | | Click on the tab '''bridge ''' | |
− | | | + | |
− | |- | + | |- |
− | | | + | | Narration only |
+ | | Here, from the below given options, | ||
+ | click on the icon be associated with the '''item type.''' | ||
− | + | |- | |
− | | | + | | Select '''Reference '''icon |
+ | | I will select this '''Reference''' icon. | ||
+ | |- | ||
+ | | Point to '''Hide in OPAC: '''option | ||
+ | | Next, we will learn how '''Hide in OPAC: '''helps. | ||
− | + | |- | |
− | + | | '''Slide''' | |
− | + | ||
− | + | ||
− | + | Let’s say a book is-* damaged and/or | |
− | + | * has to be kept back for binding purpose | |
− | + | ||
− | |- | + | | Let’s say a book is-* damaged and/or |
− | + | * has to be kept back for binding purpose | |
− | + | ||
− | |- | + | |- |
− | | | + | | '''Slide''' |
− | ''' | + | '''Hide in OPAC '''will-* make the book invisible to the users |
+ | | In such cases, the option '''Hide in OPAC,''' will make the book invisible to all the users. | ||
− | ''' | + | |- |
+ | | Switch back to '''Koha''' | ||
+ | | Let’s go back to the '''Koha''' interface. | ||
− | ''' | + | |- |
+ | | Point to '''Hide in OPAC:''' | ||
+ | | As per your requirement, check or uncheck the checkbox for '''Hide in OPAC:''' | ||
− | + | I will leave the checkbox blank. | |
− | ''' | + | |- |
+ | | Point to''' 'Not for loan’''' | ||
+ | | Use the ''''Not for loan'''' option for '''items''' which are kept in the library but not '''circulated'''. | ||
− | ''' | + | For e.g* '''Reference books''' |
+ | * '''Rare books''' | ||
+ | * '''Dictionary''' | ||
− | ''' | + | |- |
+ | | Point to''' 'Not for loan’''' | ||
+ | | I will leave this checkbox blank. | ||
− | ''' | + | |- |
− | | | + | | Point to''' 'Rental charge'''' field |
+ | | You may enter an amount to be charged in the ''''Rental charge'''' field, if you wish to. | ||
+ | Particular items in the library may have to be charged a minimum rental fee. | ||
− | ''' | + | |- |
+ | | Point to ''''Rental charge'''' field | ||
+ | | I will not enter any fee, as rental fee is not required to be charged on most items. | ||
− | + | If you wish to enter a fee, then remember to enter a valid number only. | |
− | ''' | + | |- |
+ | | Point to '''Checkin message:''' | ||
+ | | Next is''' '''the '''Checkin message: '''text field. | ||
− | ''' | + | |- |
+ | | Point to '''Checkin message:''' | ||
+ | | '''Checkin message '''depends on the type of the particular item. | ||
− | ''' | + | The options could be-* '''Book''' |
− | + | * '''Serial,''' | |
− | '''Bound | + | * '''CDs/DVDs''' |
+ | * '''Bound Volume''' | ||
+ | * '''Microfilm etc''' | ||
− | ''' | + | |- |
+ | | Type- '''Bound Volume''' | ||
+ | | In the field '''Checkin message:, '''I will type '''Bound Volume.''' | ||
− | |- | + | |- |
− | | | + | | Point to '''Checkin message type:''' |
− | | | + | | This is followed by''' Checkin message type:''' |
− | |- | + | |- |
− | | | + | | '''Point to Checkin message type:''' |
− | | | + | | Depending upon the''' item type, '''select a message or an alert for the item. |
− | + | Remember as per the selected option-* a messsage or | |
− | + | * an alert | |
− | + | ||
− | + | will be displayed when check-ins are done for this particular item. | |
− | + | ||
− | ''' | + | |- |
+ | | Select '''message''' from the drop down. | ||
+ | | I will select- '''message.''' | ||
− | ''' | + | |- |
− | | | + | | Cursor on '''SIP media type''' |
+ | | Next is''' SIP media type''' | ||
− | ''' | + | '''SIP media type '''applies only if a sorter or a locker facility is being used in your library. |
− | ''' | + | So here I’am skipping '''SIP media type'''. |
− | |- | + | |- |
− | | | + | | Point to '''Summary '''field. |
− | | | + | | In the '''Summary '''field, write a summary of the respective''' item ''', if you want to. |
− | |- | + | |- |
− | | | + | | Type- |
− | + | ||
− | + | '''Item type- Reference''' | |
− | + | ||
+ | '''Facilitate- Self check out/return''' | ||
+ | | I will type- | ||
− | ''' | + | '''Item type- Reference''' |
− | + | ||
− | + | '''Facilitate- Self check out/return''' | |
− | + | ||
− | + | ||
− | + | ||
− | + | |- | |
+ | | Click on '''Save changes''' button. | ||
+ | | Lastly, click on '''Save changes''' button. | ||
− | + | |- | |
− | + | | Cursor on '''Item types administration''' | |
− | + | | A new page '''Item types administration '''opens up. | |
− | + | ||
− | + | |- | |
− | + | | Run the cursor through- | |
− | + | ||
− | + | Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message | |
− | | | + | | All the details that were filled for the new '''item type'''* appear in a tabular form |
− | + | * on the page '''Item types administration''' | |
− | |- | + | |- |
− | | | + | | SLIDE |
− | + | Some important things to note are-* '''Collection codes''' assigned to '''item types''' cannot be edited. | |
− | + | * Description of the '''item type '''can be edited. | |
+ | * Once an '''item type '''is used by items in the library, it cannot be deleted. | ||
+ | | Some important things to note are-* '''Collection codes''' assigned to '''item types''' cannot be edited. | ||
+ | * Description of the '''item type '''can be edited. | ||
+ | * Once an '''item type '''is used by items in the library, it cannot be deleted. | ||
− | + | |- | |
+ | | | ||
+ | | This brings us to the end of this tutorial. | ||
− | + | |- | |
− | + | | Slide | |
− | + | Summary | |
− | | | + | | Let us summarize. |
− | + | In this tutorial we learnt-* About''' Item types '''and | |
+ | * How to add an '''Item type''' | ||
− | + | |- | |
− | | | + | | Slide |
− | * Add a''' new item- Serial''' to your library | + | Assignment* Add a''' new item- Book '''and''' ''' |
+ | * '''Serial '''to your library | ||
− | |- | + | | As an assignment-* Add a''' new item- ''' |
− | + | ||
− | + | ||
− | + | # '''Book '''and''' ''' | |
− | + | # '''Serial''' | |
− | + | ||
− | |- | + | to your library |
− | + | |- | |
+ | | Slide: | ||
− | About '''Spoken Tutorial project''' | + | 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 summarises 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. | + | Please download and watch it. |
− | + | ||
− | + | ||
− | + | |- | |
+ | | Slide: | ||
− | + | '''Spoken Tutorial''' workshops | |
− | * 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 | + | * For more details, please write to contact@spoken-tutorial.org |
− | + | ||
− | * conducts workshops and | + | | The''' Spoken Tutorial Project''' Team:* conducts workshops and |
− | * gives certificates. | + | * gives certificates. |
− | For more details, please write to us. | + | For more details, please write to us. |
− | |- | + | |- |
− | + | | Slide: | |
− | Forum for specific questions | + | Forum for specific questions |
− | + | | * Please post your timed queries in this forum. | |
− | |- | + | |- |
− | | | + | | Slide: |
− | Acknowledgement | + | 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 http://spoken-tutorial.org/NMEICT-Intro] | ||
− | + | | 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. | + | More information on this mission is available at this link. |
− | |- | + | |- |
− | | | + | | |
− | | | + | | This is Bella Tony from''' IIT Bombay''' signing off. |
− | + | ||
− | Thank you for joining. | + | Thank you for joining. |
|} | |} |
Revision as of 21:36, 3 September 2018
Topic: How to add an Item Type
Contributor: Bella Tony, IIT Bombay
Domain Expert: Manju Naika, Central Library, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords: Koha administration, Item Type,
Slide 1
Title Slide |
Welcome to the Spoken Tutorial on how to add an Item type in the Koha interface. |
Slide Number 2
Learning Objectives |
In this tutorial we will learn-* About Item types and
|
Slide Number 3
System Requirement |
To record this tutorial, I am using* Ubuntu Linux OS 16.04
|
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.
You should also have Admin access in Koha. If not, please refer to the Koha Spoken Tutorial series on this website. |
Show Koha interface | Let us begin.
Let me switch to the Koha interface. |
Narration only | Recall that we had created a Superlibrarian Bella. |
Login with username and password | We will now login with username Bella and her password. |
Show interface | Now we are inside the Koha interface as Superlibrarian Bella |
Narration only | Before we move ahead, let’s first understand what are Item Types. |
Slide
Item types typically refer to the material in the library-* Books,
|
Item types typically refer to the material in the library, such as-* Books,
|
SLIDE | Every Item type in Koha has a Collection code assigned to it.
This code uniquely identifies that Item type. |
Let us learn to add a new item type. | |
Home >> Koha Administration | On the Koha Home page, click on Koha Administration. |
Cursor on Basic parameters
Click on 'Item Type' |
Go to the section Basic parameters and click on Item Types. |
Click the '+ New Item Type at the top of the Item types administration page. | Click the '+ New Item Type' button at the top of the Item types administration page. |
Red box highlight on Item type | In the 'Item type' field, enter a code for the new item type that you want to add. |
Type REF | I will type REF |
Red box highlight on Description field | The Description field is the description of the item type. |
Type Reference | So here, I will type Reference. |
I will skip Search category field. | |
Cursor on Choose an icon: | Next is Choose an icon: |
Click on the tab bridge
Click on the icon- BOOK |
Click on the tab bridge |
Narration only | Here, from the below given options,
click on the icon be associated with the item type. |
Select Reference icon | I will select this Reference icon. |
Point to Hide in OPAC: option | Next, we will learn how Hide in OPAC: helps. |
Slide
Let’s say a book is-* damaged and/or
|
Let’s say a book is-* damaged and/or
|
Slide
Hide in OPAC will-* make the book invisible to the users |
In such cases, the option Hide in OPAC, will make the book invisible to all the users. |
Switch back to Koha | Let’s go back to the Koha interface. |
Point to Hide in OPAC: | As per your requirement, check or uncheck the checkbox for Hide in OPAC:
I will leave the checkbox blank. |
Point to 'Not for loan’ | Use the 'Not for loan' option for items which are kept in the library but not circulated.
For e.g* Reference books
|
Point to 'Not for loan’ | I will leave this checkbox blank. |
Point to 'Rental charge' field | You may enter an amount to be charged in the 'Rental charge' field, if you wish to.
Particular items in the library may have to be charged a minimum rental fee. |
Point to 'Rental charge' field | I will not enter any fee, as rental fee is not required to be charged on most items.
If you wish to enter a fee, then remember to enter a valid number only. |
Point to Checkin message: | Next is the Checkin message: text field. |
Point to Checkin message: | Checkin message depends on the type of the particular item.
The options could be-* Book
|
Type- Bound Volume | In the field Checkin message:, I will type Bound Volume. |
Point to Checkin message type: | This is followed by Checkin message type: |
Point to Checkin message type: | Depending upon the item type, select a message or an alert for the item.
Remember as per the selected option-* a messsage or
will be displayed when check-ins are done for this particular item. |
Select message from the drop down. | I will select- message. |
Cursor on SIP media type | Next is SIP media type
SIP media type applies only if a sorter or a locker facility is being used in your library. So here I’am skipping SIP media type. |
Point to Summary field. | In the Summary field, write a summary of the respective item , if you want to. |
Type-
Item type- Reference Facilitate- Self check out/return |
I will type-
Item type- Reference Facilitate- Self check out/return |
Click on Save changes button. | Lastly, click on Save changes button. |
Cursor on Item types administration | A new page Item types administration opens up. |
Run the cursor through-
Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message |
All the details that were filled for the new item type* appear in a tabular form
|
SLIDE
Some important things to note are-* Collection codes assigned to item types cannot be edited.
|
Some important things to note are-* Collection codes assigned to item types cannot be edited.
|
This brings us to the end of this tutorial. | |
Slide
Summary |
Let us summarize.
In this tutorial we learnt-* About Item types and
|
Slide
Assignment* Add a new item- Book and
|
As an assignment-* Add a new item-
to your library |
Slide:
About Spoken Tutorial project* Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
|
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
|
The Spoken Tutorial Project Team:* conducts workshops and
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
|
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. |