Difference between revisions of "Koha-Library-Management-System/C2/Add-Budget-and-Allocate-Funds/English"
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+ | Topic: '''Set Currency''' | ||
− | + | Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay | |
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− | + | Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay | |
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− | + | Keywords: | |
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+ | |||
+ | {| border = 1 | ||
+ | |<center>'''Visual Cue'''</center> | ||
+ | |<center>'''Narration'''</center> | ||
|- | |- | ||
− | | | + | | Slide 1 |
+ | | Welcome to the''' Spoken Tutorial '''on''' Set Currency. ''' | ||
+ | |- | ||
+ | | Slide 2 | ||
− | + | Learning Objectives* How to set Currency | |
− | | | + | |In this tutorial, we will learn-* How to '''set Currency''' in '''Koha''' |
− | * '''Ubuntu Linux OS 16.04''' | + | |- |
+ | | Slide Number 3 | ||
+ | |||
+ | System Requirement | ||
+ | | To record this tutorial, I am using* '''Ubuntu Linux OS 16.04''' | ||
* '''Koha version 16.05''' | * '''Koha version 16.05''' | ||
− | |- | + | |- |
− | + | | Slide 4a | |
Pre-requisites | Pre-requisites | ||
− | + | | To follow this tutorial, you should have knowledge of '''Library Science.''' | |
− | |- | + | |
− | + | |- | |
+ | | Slide 4b | ||
Pre-requisites | Pre-requisites | ||
+ | | To practice this tutorial, you should have '''Koha '''installed on your system. | ||
− | + | And you should have '''Admin''' access in '''Koha.''' | |
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Please refer to the '''Koha Spoken Tutorial '''series on this website for more details. | Please refer to the '''Koha Spoken Tutorial '''series on this website for more details. | ||
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− | + | |- | |
− | + | | Show''' Koha''' interface | |
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− | | | + | 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.''' | |
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|- | |- | ||
− | | | + | | 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.''' | |
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− | |- | + | |- |
− | | | + | | Cursor on new page- New currency |
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+ | Cursor on- | ||
+ | # '''Currency:''' | ||
+ | # '''Rate:''' | ||
+ | # '''Symbol:''' | ||
+ | | In the new page that opens, fill in the mandatory details like- | ||
− | + | # '''Currency:''' | |
+ | # '''Rate: '''and | ||
+ | # '''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 '''and | ||
+ | * The '''Rupee''' ('''₹''')''' 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 | ||
− | + | '''Last updated '''shows the date of currency setup. | |
− | + | ||
− | + | ||
− | ''' | + | |- |
+ | | 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. | |
− | + | |- | |
− | |- | + | | Slide |
− | | | + | |
− | + | ||
+ | '''Assignment:''' | ||
− | + | Set any currency as per your requirement but do not make it 'Active' | |
− | + | | '''Assignment:''' | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
+ | Set any currency as per your requirement but do not make it 'Active' | ||
− | || | + | |- |
+ | | Narration only | ||
+ | | Let’s go back to the Koha interface | ||
+ | |- | ||
+ | | | ||
+ | | 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. | |
+ | |- | ||
+ | | Cursor on '''‘Active’''' | ||
+ | | Note that: | ||
− | + | I will not click in the checkbox for the field '''‘Active’''' | |
− | + | ||
− | + | ||
+ | |- | ||
+ | |Cursor on '''check (tick mark)''' | ||
+ | | An '''active currency '''is the main currency to use in the library. | ||
− | + | Since my library is in '''India''', '''Rupee''' will be used as '''active currency''' | |
− | + | |- | |
+ | | Click on '''Submit '''at the bottom of the page. | ||
+ | | 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. | ||
− | |- | + | |- |
− | + | |Narration only | |
− | + | |Now log out from your '''Koha Superlibrarian''' account. | |
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+ | |- | ||
+ | |Go to the top right corner, click on''' Spoken Tutorial Library''' | ||
Select''' Log out''' | 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.''' | Then from the drop-down, select''' Log out.''' | ||
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− | + | |- | |
+ | | 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''' | ||
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Slide | Slide | ||
About '''Spoken Tutorial '''project | About '''Spoken Tutorial '''project | ||
− | * Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial | + | * 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. | * 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. | ||
− | + | | The video at the following link summarises the '''Spoken Tutorial''' project. | |
Please download and watch it. | Please download and watch it. | ||
− | |- | + | |- |
− | + | | Slide: | |
'''Spoken Tutorial '''workshops | '''Spoken Tutorial '''workshops | ||
− | The '''Spoken Tutorial''' Project Team | + | The '''Spoken Tutorial''' Project Team* Conducts workshops using spoken tutorials |
− | + | ||
− | * 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 |
− | | | + | | The '''Spoken Tutorial''' Project team:* conducts workshops and |
− | + | ||
− | The '''Spoken Tutorial''' Project team: | + | |
− | + | ||
− | * conducts workshops and | + | |
* gives certificates. | * 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/] [http://forums.spoken-tutorial.org/ 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. |
− | + | ||
− | + | |- | |
− | * '''Spoken Tutorial''' Project is a part of the '''Talk to a Teacher''' project | + | | Slide 17 |
+ | |||
+ | 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''' | * It is supported by the '''National Mission on Education''' through '''ICT, MHRD, Government of India''' | ||
* More information on this Mission is available at | * 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] |
+ | |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 20:10, 5 September 2018
Topic: Set Currency
Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:
Slide 1 | Welcome to the Spoken Tutorial on Set Currency. |
Slide 2
Learning Objectives* How to set Currency |
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
|
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-
|
In the new page that opens, fill in the mandatory details like-
|
Enter* Rupee for Currency
|
Since my library is in India, I will enter* Rupee for Currency
|
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
Last updated shows the date of currency setup. |
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. |
Slide
Assignment: Set any currency as per your requirement but do not make it 'Active' |
Assignment:
Set any currency as per your requirement but do not make it 'Active' |
Narration only | Let’s go back to the Koha interface |
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.
|
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. |
Cursor on ‘Active’ | Note that:
I will not click in the checkbox for the field ‘Active’ |
Cursor on check (tick mark) | An active currency is the main currency to use in the library.
Since my library is in India, Rupee will be used as active currency |
Click on Submit at the bottom of the page. | 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. |
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* 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* Do you have questions in THIS Spoken Tutorial?
|
Post your timed queries in this Forum. |
Slide 17
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.
|
This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |