Difference between revisions of "Koha-Library-Management-System/C2/Add-Budget-and-Allocate-Funds/English"

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 +
Topic: '''Set Currency'''
  
{| Border=1
+
Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
|-
+
| align=center| '''Visual Cue'''
+
| align=center style="color:#000000;" | '''Narration'''
+
|-
+
|| Slide 1
+
|| Welcome to the Spoken Tutorial on '''Add a Budget and allocateFunds.'''
+
|-
+
|  Slide 2
+
  
Learning Objectives
+
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
* Add a '''Budget'''
+
* Make a '''duplicate Budget'''
+
* Allocate''' Funds'''
+
  
|  In this tutorial, we will learn how to-
+
Keywords:
* Add a '''Budget'''
+
* Make a '''duplicate Budget'''
+
* Allocate''' Funds'''
+
  
 +
 +
{| border = 1
 +
|<center>'''Visual Cue'''</center>
 +
|<center>'''Narration'''</center>
  
 
|-
 
|-
| Slide Number 3
+
| Slide 1
 +
| Welcome to the''' Spoken Tutorial '''on''' Set Currency. '''
  
 +
|-
 +
| Slide 2
  
System Requirement
+
Learning Objectives* How to set Currency
| To record this tutorial, I am using
+
|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
+
| Slide 4a
  
 
Pre-requisites
 
Pre-requisites
|| To follow this tutorial, you should have knowledge of '''Library Science.'''
+
| To follow this tutorial, you should have knowledge of '''Library Science.'''
|-  
+
 
|| Slide 4b
+
|-
 +
| 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.'''
|| To practice this tutorial, you should have '''Koha '''installed on your system.
+
 
+
 
+
You should also have '''Admin''' access in '''Koha.'''
+
 
+
  
 
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.
|-
 
||
 
|| Let us go ahead and learn how to add a '''Budget. '''
 
|-
 
|| Slide 7
 
  
What are '''Budgets'''?
+
|-
* '''Budgets''' are used for tracking accounting values related to '''Acquisitions'''.
+
| Show''' Koha''' interface
* A '''Budget '''must be defined before a fund can be created.
+
  
|| Before we begin, let us understand-
+
Login as''' Username Bella''' and''' password''' as''' library'''
 +
| To start with:
  
What are '''Budgets'''?
+
Login with '''Superlibrarian username''' '''Bella '''and her '''password.'''
* '''Budgets''' are used for tracking accounting values related to '''Acquisitions'''.
+
* A '''Budget '''must be defined before a fund can be created.
+
  
|-  
+
|-
|| Slide
+
| Click on''' Koha Administration'''
 +
| Then click on''' Koha Administration.'''
  
Example-
+
|-
 +
| Show the new page
 +
| A new page opens up.
  
* '''Create a Budget '''for the current '''year 2017 '''
+
|-
* Split it into funds for different areas such as:
+
| Cursor on '''Acquisition parameters'''>> '''Currencies '''
** '''Books'''
+
| Under the section '''Acquisition parameters, '''click on '''Currencies and exchange rates.'''
** '''Journals'''
+
** '''Database'''
+
 
+
|| For Example-
+
 
+
* '''Create a Budget '''for the current '''year 2017'''
+
* Split it into '''Funds''' for different areas such as:
+
** '''Books'''
+
** '''Journals '''and/or
+
** '''Databases'''
+
  
 
|-
 
|-
| Slide
+
| Cursor on the table under the section- '''Currencies and exchange rates'''
 +
| Note that- this data is not updated automatically.
  
Please Note-
+
Therefore, it is important to update the data.
# From scratch or
+
# By duplicating any of the previous years’ '''Budget''' or
+
# By duplicating the immediate previous year’s '''Budget''' or
+
# By closing the immediate previous year’s '''Budget'''
+
  
|  | Please note-
+
This will also help to keep the correct accounting details.
  
'''Budgets '''can either be created -
+
|-
* From scratch or
+
| Click on''' + New currency'''
* By duplicating any of the previous years’ '''Budget''' or
+
| Now click on '''+ New currency.'''
* By duplicating the immediate previous year’s '''Budget''' or
+
* By closing the immediate previous year’s '''Budget'''
+
  
|-  
+
|-
|| Login as '''Superlibrarian''' '''username Bella '''and '''password'''
+
| Cursor on new page- New currency
|| As mentioned in earlier tutorials, login with the '''Superlibrarian username Bella '''and her password.
+
|-
+
|| On the '''Koha''' '''Home page>>''' '''Acquisitions.'''
+
|| On the '''Koha''' '''Home page '''click on '''Acquisitions.'''
+
|-  
+
|| On the left side, click on '''Budgets'''
+
|| From the options on the left side, click on '''Budgets.'''
+
|-
+
|| Click on '''+New budget'''
+
|| Now click on the tab '''+New budget.'''
+
|-
+
|| Choose the time period >>'''academic year, a fiscal year, a quarter''', etc.
+
  
 +
Cursor on-
 +
# '''Currency:'''
 +
# '''Rate:'''
 +
# '''Symbol:'''
 +
| In the new page that opens, fill in the mandatory details like-
  
|| First, we have to choose the time period for this '''Budget.'''  
+
# '''Currency:'''
 +
# '''Rate: '''and
 +
# '''Symbol: '''
  
 +
|-
 +
| Enter* '''Rupee''' for Currency
 +
* '''1 '''for '''Rate'''
 +
* '''₹ '''as '''Symbol''':
  
'''Budget''' can be created for-
+
| Since my library is in India, I will enter* '''Rupee''' for Currency
 +
* '''1 '''for '''Rate '''and
 +
* The '''Rupee''' ('''₹''')''' Symbol''':
  
* An '''Academic year, '''
+
|-
* '''Fiscal year''' or
+
| Cursor on ISO code:
* a '''Quarter year, etc. '''
+
| Next, enter the''' ISO code''': as '''INR.'''
  
 +
|-
 +
| Cursor on the checkbox for '''Last updated Active:'''
 +
| To activate the currency, click the checkbox
  
I will create the''' Budget''' for a '''Fiscal year.'''
+
'''Last updated '''shows the date of currency setup.
|-
+
|| Select-
+
  
'''Start date:01/04/2017'''
+
|-
 +
| Click '''Submit'''
 +
| Click on '''Submit '''button at the bottom of the page.
  
'''End date:31/03/2018'''
+
|-
|| Then choose the '''Start '''and '''End dates'''.
+
| Cursor on '''Currency'''-
  
 +
Cursor on '''Rupee'''
  
I will select-
+
Cursor on''' Edit'''
 +
| In the new page that opens, under the tab '''Currency, '''the details for''' Rupee '''appears.
  
'''Start date: '''as '''01/4/2016'''
+
If the need be, the same can be edited as well.
  
'''End date: '''as '''31/03/2017'''
+
|-
|-  
+
| Slide
|| Point to '''Description'''
+
|| Next we have to give a description for our '''Budget'''.
+
  
 +
'''Assignment:'''
  
This will help us to identify it later at the time of '''ordering'''.
+
Set any currency as per your requirement but do not make it 'Active'
|-
+
| '''Assignment:'''
|| '''Description: Spoken Tutorial Library'''
+
|| Here I will type '''Spoken Tutorial Library 2016-2017 Phase I.'''
+
|-
+
|| Point to '''Amount'''
+
  
 +
Set any currency as per your requirement but do not make it 'Active'
  
|| In the '''Amount '''box, we need to enter the amount for this particular '''Budget.'''
+
|-
 +
| Narration only
 +
| Let’s go back to the Koha interface
  
 +
|-
 +
|
 +
| On the same page click on the tab-''' Column visibility.'''
  
This is the total amount of money we are planning to spend-
+
From the options, click on the tab '''ISO code'''* The '''ISO '''column for''' Rupee '''appears in the table.
  
* in the given period
+
|-
* for the '''Spoken Tutorial Library.'''
+
| 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.
  
Note that:
+
|-
 +
| Click on edit for the''' Currency USD'''
 +
| To edit the '''Currency, '''click on''' Edit''' option for that particular '''Currency.'''
  
This field accepts only numerals and decimals.
 
  
Special characters and symbols are not allowed.
+
I will click on '''Edit '''for the''' currency USD.'''
|-
+
|| Enter the amount as '''Rs. 5,00,000/-'''
+
  
 +
|-
 +
| Cursor on '''Modify currency'''
 +
| '''Modify currency''' page opens up.
  
 +
You may change the value of '''Rate''' and '''Symbol.'''
  
|| The '''Amount''' we enter, has to be as per the '''Budget''' approved for that library.
+
I will leave it as they are.
  
 +
|-
 +
| Cursor on '''‘Active’'''
 +
| Note that:
  
Here, I will add '''Rs. 5,00,000/-''' as the '''Amount.'''
+
I will not click in the checkbox for the field '''‘Active’'''
|-
+
|| Click on '''Make a budget active'''.
+
  
 +
|-
 +
|Cursor on '''check (tick mark)'''
 +
| An '''active currency '''is the main currency to use in the library.
  
|| Next, click on '''Make a budget active'''.
+
Since my library is in '''India''', '''Rupee''' will be used as '''active currency'''
  
* On doing so, the '''budget '''becomes usable when placing '''orders''' in the '''Acquisitions''' module
+
|-
 +
| Click on '''Submit '''at the bottom of the page.
 +
| Next, click on '''Submit '''at the bottom of the page.
  
* And this remains so, even if the '''order''' is placed after the '''Budget End date.'''
+
|-
 +
| Cursor on '''Currencies and exchange rates '''
  
* This will also allow us to record orders that were placed in the previous year's '''Budget.'''
+
Cursor on '''check (tick mark)'''
 +
| The same page '''Currencies and exchange rates '''re-opens.
  
|-  
+
|-
|| Point to the checkbox '''Lock a budget'''
+
|Narration only
 
+
|Now log out from your '''Koha Superlibrarian''' account.
 
+
Leave the check box as blank for '''Lock a budget'''
+
|| Next is the checkbox for '''Lock budget'''.
+
 
+
 
+
Which means '''Funds''' cannot be modified later by the '''library staff.'''
+
 
+
 
+
I will leave this check-box blank.
+
|-
+
|| Click on the ''''Save'''’ button
+
|| After all the entries are done, click on the ''''Save’ '''button at the bottom of the page.
+
|-
+
|| '''Budgets administration '''opens up.
+
|| A new page '''Budgets administration '''opens up.
+
|-
+
|| Cursor on '''Budgets administration'''
+
 
+
 
+
Pause video.
+
 
+
* '''Description'''
+
* '''Start date:'''
+
* '''End date:'''
+
* '''Total amount:'''
+
 
+
|| Here, we can see the details that were added earlier in the''' +New Budget page.'''
+
 
+
 
+
The details visible on this page are-
+
 
+
 
+
* '''Description '''under the tab '''Budget name'''
+
* '''Start date:'''
+
* '''End date:'''
+
* '''Total amount:'''
+
* '''Actions:'''
+
 
+
|-
+
|| Narration only
+
|| We can also edit, delete or duplicate a particular '''Budget''', as required.
+
|-
+
|| Click on the tab '''Actions'''
+
 
+
 
+
Cursor on:
+
* '''Edit'''
+
* '''Delete'''
+
* '''Duplicate'''
+
* '''Close'''
+
* '''Add fund'''
+
 
+
|| To do so, click on the tab '''Actions''' located at the extreme right of that '''Budget name.'''
+
 
+
From the drop-down, select any of the options:
+
* '''Edit'''
+
* '''Delete'''
+
* '''Duplicate'''
+
* '''Close'''
+
* '''Add fund'''
+
 
+
|-
+
|| On the same page
+
|| I will now show how to '''Duplicate a budget. '''
+
|-
+
|| Slide: '''Why to duplicate a Budget'''
+
 
+
 
+
* Suppose the '''Budget''' amount and amount of '''Funds''' is same for the next '''financial year.'''
+
 
+
 
+
 
+
* In that case, we can simply '''duplicate the Budget'''.
+
 
+
 
+
* This will help the '''Library staff '''to save a lot of time and effort.
+
 
+
 
+
|| But before that, we must first learn why we should '''duplicate a Budget.'''
+
 
+
 
+
* Suppose the '''Budget''' amount and amount of '''Funds''' is same for the next '''financial year.'''
+
 
+
 
+
* In that case, we can simply '''duplicate the Budget'''.
+
 
+
 
+
* This will help the '''Library staff '''to save a lot of time and effort.
+
|-
+
|| Click on''' Duplicate.'''
+
|| Let’s proceed and click on''' Duplicate.'''
+
|-
+
|| Cursor on '''Duplicate budget'''
+
 
+
 
+
Enter:
+
 
+
 
+
'''Start date: '''as '''01/4/2017'''
+
 
+
'''End date: '''as '''31/03/2018'''
+
 
+
 
+
 
+
|| A new page '''Duplicate Budget''' opens.
+
 
+
 
+
Enter the new '''Start date''' and '''End date'''.
+
 
+
 
+
I will enter the dates for the next year’s '''Budget'''-
+
 
+
 
+
'''Start date: '''as '''01/4/2017'''
+
 
+
'''End date: '''as '''31/03/2018'''
+
|-
+
|| Cursor on '''Description'''
+
 
+
 
+
Type-
+
 
+
'''Spoken Tutorial Library 2017-2018, Phase II.'''
+
 
+
 
+
 
+
|| Next is''' Description.'''
+
 
+
 
+
Note that-
+
 
+
'''Description''' details should be such that it can be easily identified with a particular '''Budget''' later.
+
 
+
 
+
'''Koha''' by default, shows the previously entered description.
+
 
+
 
+
I will rename it as '''Spoken Tutorial Library 2017-2018, Phase II.'''
+
 
+
 
+
You may enter something relevant for your library.
+
|-
+
|| Cursor on '''Change amounts by:'''
+
 
+
 
+
Enter '''-20%'''
+
|| In the field for '''Change amounts by:'''
+
 
+
 
+
* Enter the percentage that needs to be taken out from the previous year's '''Budget '''
+
 
+
 
+
 
+
* Or carry forward the same amount.
+
 
+
 
+
Recall, that an amount of '''Rs 5,00,000/- '''was approved for '''Spoken Tutorial Library.'''
+
 
+
 
+
Hence, I will enter '''-20%''' (minus 20 percent) to take out an amount of '''Rs 1,00,000/-'''
+
|-
+
|| Cursor on '''If amounts changed, round to a multiple of'''
+
|| The next field is '''If amounts changed, round to a multiple of:'''
+
 
+
 
+
I will leave the field blank.
+
|-
+
|| Cursor on '''Mark the original budget as inactive'''
+
 
+
 
+
 
+
|| Going further, we have the checkbox for''' Mark the original Budget as inactive.'''
+
 
+
 
+
On doing so, the original''' Budget '''can no longer be used.
+
 
+
 
+
Again, I will leave this box blank.
+
|-
+
|| Cursor on '''Set all funds to zero'''
+
|| Lastly, we have the checkbox for '''Set all funds to zero.'''
+
 
+
 
+
Check this box if you want the new '''Budget '''to have the same '''Fund''' structures as the previous '''Budget.'''
+
 
+
 
+
But please note- no allocations will be allowed until you manually enter an amount in the '''Fund.'''
+
 
+
 
+
I will leave this also as blank for now.
+
|-
+
|| Click on '''Save changes'''
+
|| After all the details are entered, click on '''Save changes''' at the bottom of the page.
+
|-
+
|| Cursor on '''Budgets administration'''
+
 
+
Cursor on:
+
 
+
# '''Spoken Tutorial Library, Phase II'''
+
# '''Start Date'''
+
# '''End Date'''
+
# '''Total '''
+
 
+
|| The details entered for '''duplicate Budget:'''
+
* '''Spoken Tutorial Library 2017-2018 Phase II '''
+
 
+
appears on the '''Budgets administration''' page.
+
 
+
|-
+
|| Narration only
+
|| Let us learn how to allocate '''funds''' for a '''Fiscal year.'''
+
|-
+
|| Point to the '''Budget Name'''
+
|| From the same table, click on the particular '''Budget Name''' to which the '''Fund '''has to be allocated.
+
|-
+
|| Click on''' Spoken Tutorial Library 2016-2017 Phase I.'''
+
|| I will click on''' Spoken Tutorial Library 2016-2017 Phase I.'''
+
|-
+
|| Cursor on '''Funds for ‘Spoken Tutorial library’'''
+
|| A new page '''Funds for 'Spoken Tutorial Library 2016-2017 Phase I', '''opens.
+
|-
+
|| Click on '''+New'''
+
|| Just above the '''Funds for 'Spoken Tutorial Library 2016-2017 Phase I’, '''locate and click on the tab '''+New.'''
+
|-
+
|| Select '''New fund for Spoken Tutorial Library.'''
+
|| From the dropdown, select '''New fund for Spoken Tutorial Library 2016-2017 Phase I.'''
+
|-
+
|| Fill in the details such as:
+
 
+
'''Fund code: Books'''
+
 
+
'''Fund name: Books fund'''
+
 
+
'''Amount: 25000'''
+
 
+
'''Warning at (%): 10'''
+
 
+
For '''Warning at (amount):''' leave as blank
+
 
+
'''Library: Spoken Tutorial'''
+
 
+
'''Restrict access to: None'''
+
 
+
'''Statistic 1 done on:''' leave as blank
+
 
+
'''Statistic 2 done on:''' leave as blank
+
 
+
 
+
 
+
|| In the new page that opens up, fill in the details such as:
+
 
+
'''Fund code: Books'''
+
 
+
'''Fund name: Books Fund'''
+
 
+
Enter the '''Amount''' as''': 25000'''
+
 
+
'''Warning at (%): 10'''
+
 
+
For '''Warning at (amount):''' As I have already filled in '''Warning at (%)''', I will skip this field.
+
 
+
I will also skip this field, '''Owner:''' and '''Users'''
+
 
+
For '''Library: '''select '''Spoken Tutorial Library''' from the drop down
+
 
+
I will leave''' Restrict access to: '''as it is
+
 
+
I will leave''' Statistic 1 done on''' and '''Statistic 2 done on:''' blank
+
|-
+
|| Click on the Submit button
+
 
+
 
+
 
+
|| After all the details are filled, click on the '''Submit '''button at the bottom of the page.
+
|-
+
|| Cursor on particular library
+
|| All the '''Fund '''allocation details pertaining to the particular library, now appears in a tabular form.
+
|-
+
|| Narration only
+
|| You may now log out from your '''Koha Superlibrarian''' account.
+
|-
+
|| Go to the top right corner, click on''' Spoken Tutorial Library'''
+
  
 +
|-
 +
|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. '''
+
|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.'''
|-
 
|| Slide
 
  
Summary
+
|-
 +
| Narration only
 +
| This brings us to the end of this tutorial.
  
In this tutorial we learnt to-
+
|-
 +
| Slide
  
* Add a '''Budget'''
+
Summary
* Make a '''duplicate Budget'''
+
In this tutorial we learnt-* How to set '''Currency'''
* Allocate''' Funds'''
+
| Let us summarize.
|| Let us summarize-
+
  
 +
In this tutorial we learnt-* How to set '''Currency'''
  
In this tutorial we learnt to-
+
|-
 
+
|  
* Add a '''Budget'''
+
* Make a '''duplicate Budget'''
+
* Allocate''' Funds'''
+
 
+
|- style="border:0.75pt solid #000001;padding:0.106cm;"
+
|| Slide
+
 
+
'''Assignment for Budget'''
+
 
+
 
+
* Add a new '''Budget''' for '''Financial year with Budget allocation of Rs.50 Lakhs'''
+
||
+
'''Assignment for Budget'''
+
 
+
 
+
* Add a new '''Budget''' for '''Financial year with Budget allocation of Rs.50 Lakhs'''
+
 
+
|-
+
|| Slide:
+
 
+
'''Assignment for allocation of funds'''
+
 
+
* Allocate funds of Rs 20 Lakhs for '''Non-print material.'''
+
||'''Assignment for allocation of funds'''
+
 
+
* Allocate funds of Rs 20 Lakhs for '''Non-print material.'''
+
 
+
|- style="border:0.75pt solid #000001;padding:0.106cm;"
+
||  
+
  
 
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.
+
| The video at the following link summarises the '''Spoken Tutorial''' project.
  
 
Please download and watch it.
 
Please download and watch it.
  
|-  
+
|-
|| Slide
+
| 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 http://contact@spoken-tutorial.org
+
* 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.
  
For more details, please write to us.
 
 
|-
 
|-
|Forum for specific questions
+
| Slide:
|
+
Please post your timed queries in this forum.
+
  
 +
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.
|| Slide 17
+
  
Acknowledgement
+
|-
* '''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.'''
+
'''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.
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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:


Visual Cue
Narration
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
  • 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-

  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 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.
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

  • Gives certificates for those who pass an online test
  • For more details, please write to 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* 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.


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