Difference between revisions of "Koha-Library-Management-System/C2/Circulation/English"
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|- | |- | ||
| Slide 1 | | Slide 1 | ||
− | |||
'''Title ''' | '''Title ''' | ||
| Welcome to the '''Spoken Tutorial '''on '''Circulation''' | | Welcome to the '''Spoken Tutorial '''on '''Circulation''' | ||
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|- | |- | ||
| Narration only | | Narration only | ||
− | | First of all we will start by defining''' Circulation '''and '''Fine Rules''' for | + | | First of all we will start by defining''' Circulation '''and '''Fine Rules''' for '''Patron category.''' |
+ | |||
− | + | Create a '''Patron Category''' as '''Post Graduate student '''under the '''Spoken Tutorial Library.''' | |
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| Under the section '''Patron category, '''>> select '''Post Graduate Student''' | | Under the section '''Patron category, '''>> select '''Post Graduate Student''' | ||
| Under the section- '''Patron category, '''from the drop-down, click on '''Post Graduate Student.''' | | Under the section- '''Patron category, '''from the drop-down, click on '''Post Graduate Student.''' | ||
− | |||
|- | |- | ||
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| I will leave '''Overdue fines cap (amount): '''and | | I will leave '''Overdue fines cap (amount): '''and | ||
− | | | + | |- |
| Point to '''Cap fine at replacement price: ''' | | Point to '''Cap fine at replacement price: ''' | ||
| '''Cap fine at replacement price: '''blank. | | '''Cap fine at replacement price: '''blank. | ||
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| Point to '''Suspension in days (day) : ''' | | Point to '''Suspension in days (day) : ''' | ||
| I will also leave '''Suspension in days (day) : '''blank. | | I will also leave '''Suspension in days (day) : '''blank. | ||
− | |||
|- | |- | ||
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|- | |- | ||
− | | | + | |'''Clone these rules to: '''>> select '''Spoken Tutorial Library''' >> click on '''Clone.''' |
|Next to the heading '''Select the library:''' , locate '''Clone these rules to: ''' | |Next to the heading '''Select the library:''' , locate '''Clone these rules to: ''' | ||
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|- | |- | ||
− | | | + | |New page |
+ | |||
+ | |||
+ | |||
+ | Message box | ||
|A new page with the heading- | |A new page with the heading- | ||
− | '''Cloning circulation and | + | '''Cloning circulation and fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library”''' will open. |
A message box appears saying '''“The rules have been cloned”.''' | A message box appears saying '''“The rules have been cloned”.''' | ||
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* '''checkout''' and '''checkin '''of '''Spoken Tutorial Library Items''' | * '''checkout''' and '''checkin '''of '''Spoken Tutorial Library Items''' | ||
− | | Now, create a '''Patron '''as | + | | Now, create a '''Patron Ms. Reena Shah,''' as '''Post-Graduate student''' for '''checkout''' and '''checkin''' of '''Spoken Tutorial Library Items''' such as- |
− | + | ||
− | + | * '''Books, ''' | |
− | + | * '''CD/DVDs ''' | |
− | + | * '''Bound Volumes''', etc. | |
− | |||
Recall, in an earlier tutorial while creating '''Patron '''we have''' Set permissions''' for the staff. | Recall, in an earlier tutorial while creating '''Patron '''we have''' Set permissions''' for the staff. | ||
− | However, here | + | |- |
+ | |Slide | ||
+ | |However, here do not set any '''permission''' for the '''Patron''' i.e student''' Ms. Reena Shah.''' | ||
− | Simply enter the required details and click on '''Save '''at the top of the page | + | |
+ | Simply enter the required details and click on '''Save '''at the top of the page. | ||
|- | |- | ||
− | | | + | | Logout from the '''Superlibrarian account.''' |
− | * | + | * Click on '''Spoken Tutorial Library '''at the top right corner. |
* From the drop down click on''' Log out.''' | * From the drop down click on''' Log out.''' | ||
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|- | |- | ||
| On''' Home''' page, click on '''Circulation''' | | On''' Home''' page, click on '''Circulation''' | ||
− | | Next, on the '''Home''' | + | | Next, on the '''Home page''', click on '''Circulation.''' |
|- | |- | ||
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* Enter the name as '''Reena''' | * Enter the name as '''Reena''' | ||
* Click''' Submit '''button | * Click''' Submit '''button | ||
− | | On the '''Circulation '''page:* Click on '''Check-out '''i.e. | + | | On the '''Circulation '''page: |
− | * On the page that opens, locate the field for | + | * Click on '''Check-out '''i.e. the '''issuing '''process. |
− | + | * On the page that opens, locate the field for '''Enter patron card number or partial name'''. | |
− | + | * I will enter the name as '''Reena.''' | |
− | + | * Click''' Submit '''button on the right side of the same '''search field'''. | |
− | * I will enter the name as '''Reena''' | + | |
− | * Click''' Submit '''button on the right side of the same search field | + | |
|- | |- | ||
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| A new page opens up. | | A new page opens up. | ||
− | In the field for: '''Checking out to Reena Shah (3)''' | + | In the field for: '''Checking out to Reena Shah (3) Enter item Barcode:''' |
− | ''' | + | I will enter the value- '''00001 ''' |
− | + | Recall, this '''Barcode as accession number''' was mentioned in one of the earlier tutorials. | |
− | + | Hence, the same value will be entered''' for Check-out''' | |
|- | |- | ||
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| Now, click on '''Check-out''' at the bottom of the field. | | Now, click on '''Check-out''' at the bottom of the field. | ||
− | Next to see the '''Check-out '''details, click on ''' | + | Next to see the '''Check-out '''details, click on '''Show check-outs''' at the bottom of the page. |
|- | |- | ||
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|- | |- | ||
− | | Cursor on:# '''Due date''' | + | | Cursor on: |
+ | # '''Due date''' | ||
# '''Title''' | # '''Title''' | ||
# '''Item type''' | # '''Item type''' | ||
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# '''Check in''' | # '''Check in''' | ||
− | | Details such as:# '''Due date''' | + | | Details such as: |
+ | # '''Due date''' | ||
# '''Title''' | # '''Title''' | ||
# '''Item type''' | # '''Item type''' | ||
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|- | |- | ||
| Cursor on '''Renew or check in selected items''' | | Cursor on '''Renew or check in selected items''' | ||
− | | In case, an item has to be''' renewed or checked in ''' | + | | |
+ | *In case, an '''item''' has to be''' renewed''' or '''checked in ''' | ||
+ | |||
+ | *then click on the tab '''Renew or check in selected items''' located at the bottom of the table. | ||
|- | |- | ||
| Cursor on '''Renew all''' | | Cursor on '''Renew all''' | ||
− | | If there are more than one item | + | | |
− | * located adjacent to the tab, '''Renew or check in selected items '''at the bottom of the page | + | *If there are more than one item |
+ | *then click on the tab '''Renew all''' | ||
+ | * located adjacent to the tab, '''Renew or check in selected items '''at the bottom of the page. | ||
|- | |- | ||
| Narration only | | Narration only | ||
− | | I will not click on any of the tabs as I will show | + | | I will not click on any of the tabs as I will show how to renew '''items''' and check in using the tab '''Circulation''' on the '''Koha homepage'''. |
|- | |- | ||
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| A new page opens. | | A new page opens. | ||
− | In the field for, '''Enter item barcode, '''I will enter '''Barcode as accession number | + | In the '''field''' for, '''Enter item barcode, '''I will enter '''Barcode as accession number 00001.''' |
|- | |- | ||
| Click on '''Submit''' | | Click on '''Submit''' | ||
− | | Then click on '''Submit '''at the right side of the field. | + | | Then click on '''Submit '''at the right side of the '''field'''. |
|- | |- | ||
| Cursor on dialog box: '''Item Renewed''' | | Cursor on dialog box: '''Item Renewed''' | ||
− | | A new page opens with a dialog box | + | | A new page opens with a dialog box '''Item Renewed.''' |
|- | |- | ||
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| In the new page that opens, locate the field '''Enter item barcode .''' | | In the new page that opens, locate the field '''Enter item barcode .''' | ||
− | I will enter''' Barcode as accession number''' ''' | + | I will enter''' Barcode as accession number 00001''' with which the '''item''' was '''checked out, '''earlier. |
|- | |- | ||
− | | | + | | Click on '''Submit''' |
− | | And click on '''Submit''' on the right side of the field. | + | | And click on '''Submit''' on the right side of the '''field'''. |
|- | |- | ||
− | | Cursor on:* '''Due date''' | + | | Cursor on: |
+ | * '''Due date''' | ||
* '''Title''' | * '''Title''' | ||
* '''Author''' | * '''Author''' | ||
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* '''Note''' | * '''Note''' | ||
− | | A table appears having details such as-# '''Due date''' | + | | A table appears having details such as- |
+ | # '''Due date''' | ||
# '''Title''' | # '''Title''' | ||
# '''Author ''' | # '''Author ''' | ||
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|- | |- | ||
− | | Cursor on:* '''Title-Industrial Microbiology,''' | + | | Cursor on: |
+ | * '''Title-Industrial Microbiology,''' | ||
* '''Barcode -00001 and ''' | * '''Barcode -00001 and ''' | ||
* '''Patron-Shah, Reena (PG) ''' | * '''Patron-Shah, Reena (PG) ''' | ||
− | | Note the: | + | | Note the: |
+ | * '''Title-Industrial Microbiology, ''' | ||
* '''Barcode- 00001 '''and''' ''' | * '''Barcode- 00001 '''and''' ''' | ||
* '''Patron-Shah, Reena (PG) '''as per the details filled in earlier. | * '''Patron-Shah, Reena (PG) '''as per the details filled in earlier. | ||
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|- | |- | ||
− | | 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.''' | ||
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'''Summary''' | '''Summary''' | ||
− | In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category | + | In this tutorial, we learnt about: |
− | * Check Out ( | + | * Circulation and Fine Rules for the Patron category |
+ | * Check Out (Issue) | ||
* Renewing | * Renewing | ||
− | * Check In ( | + | * Check In (Return) |
| Let us summarize. | | Let us summarize. | ||
− | In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category | + | In this tutorial, we learnt about: |
− | * Check Out (Issuing) | + | '''* Circulation and Fine Rules for the Patron category''' |
+ | * '''Check Out (Issuing)''' | ||
* Renewing | * Renewing | ||
− | * Check In (Returning) | + | * '''Check In (Returning)''' |
− | + | ||
− | + | ||
|- | |- | ||
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Issue another book to the '''Patron Ms. Reena Shah''' | Issue another book to the '''Patron Ms. Reena Shah''' | ||
| Assignment: | | Assignment: | ||
− | Issue another book to the '''Patron Ms. Reena Shah''' | + | Issue another book to the '''Patron Ms. Reena Shah.''' |
|- | |- | ||
|Slide: | |Slide: | ||
− | 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] | + | 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. | * 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. | ||
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'''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] | ||
− | | The''' Spoken Tutorial Project''' Team | + | | The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. |
− | + | ||
For more details, please write to us. | For more details, please write to us. | ||
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* [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.''' |
− | + | ||
− | |||
− | this link. | + | More information on this mission is available at this link. |
|- | |- |
Revision as of 19:03, 20 September 2018
Topic: Circulation
Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:
|
|
Slide 1
Title |
Welcome to the Spoken Tutorial on Circulation |
Slide Number 2
Learning Objectives |
In this tutorial we will learn about-
|
Slide 3
System requirement |
To record this tutorial, I am using
|
Slide Number 4
Pre-requisite |
To follow this tutorial, learners should be familiar with Library Science. |
Slide 4b
Pre-requisites
|
To practice this tutorial,
If not, please refer to the Koha Spoken Tutorial series on this website. |
Narration only | First of all we will start by defining Circulation and Fine Rules for Patron category.
|
Show Koha interface | Your Koha interface will look like this after adding the Patron Category as -
|
Login with Superlibrarian Username Bella | Login with Superlibrarian Username Bella and her password. |
Go to Koha Administration | Go to Koha Administration. |
On new page, Patrons and circulation>>Circulation and fines rules. | Under the section Patrons and circulation, click on Circulation and fines rules. |
Cursor on Defining circulation and fine rules for all libraries | Defining circulation and fine rules for all libraries opens. |
Locate Select Library >> select Spoken Tutorial Library. | Locate Select Library and from the drop-down select Spoken Tutorial Library. |
Cursor on Defining circulation and fine rules for "Spoken Tutorial Library", | A new page opens with the title Defining circulation and fine rules for "Spoken Tutorial Library". |
Under the section Patron category, >> select Post Graduate Student | Under the section- Patron category, from the drop-down, click on Post Graduate Student. |
Under the section Item type>> click on Book | Under the section Item type, from the drop down click on Book. |
Current checkouts allowed >> enter 5 | In the field- Current checkouts allowed enter 5. |
Point to Current on-site checkouts allowed | I will leave Current on-site checkouts allowed, as blank. |
Loan period>> 15 | Enter 15 for Loan period |
Point to For Unit | I will leave, For Unit, as it is i.e. Days |
Point to Hard due date | Leave Hard due date, as it is |
Fine amount >> 5 | Enter Fine amount 5 and |
Fine charging interval >> 1 | Enter 1 for Fine charging interval |
Point to When to charge | I will leave When to charge as it is. |
Point to Fine grace period: | I will leave Fine grace period: blank. |
Point to Overdue fines cap (amount): | I will leave Overdue fines cap (amount): and |
Point to Cap fine at replacement price: | Cap fine at replacement price: blank. |
Point to Suspension in days (day) : | I will also leave Suspension in days (day) : blank. |
Point to Maximum suspension duration (day): | Maximum suspension duration (day): as blank. |
Renewals allowed (count) >> 10 | Enter 10 for Renewals allowed (count). |
Point to Renewal period: | I will leave Renewal period: |
Point to No renewal before: | No renewal before: blank. |
Point to Automatic renewal | For Automatic renewal I will leave as it is. |
Holds allowed (count) >> 5 | For Holds allowed (count) enter 5. |
For On shelf holds allowed >> select If all unavailable. | For On shelf holds allowed from the drop down, select If all unavailable. |
Point to Item level holds | I will leave Item level holds as it is. |
Point to Rental discount. | Leave Rental discount as blank. |
Cursor on Actions
Click on Save. |
Next, go to the section Actions at the extreme right corner of the table and click on Save. |
Point to Defining circulation and fine rules for "Spoken Tutorial Library"
Cursor on entries |
Same page Defining circulation and fine rules for "Spoken Tutorial Library", opens again.
This page contains all the entries that we just filled. |
Clone these rules to: >> select Spoken Tutorial Library >> click on Clone. | Next to the heading Select the library: , locate Clone these rules to:
From the dropdown select Spoken Tutorial Library. Next, click on the button named as Clone. |
New page
Message box |
A new page with the heading-
Cloning circulation and fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library” will open. A message box appears saying “The rules have been cloned”. |
Create a Patron as- Ms. Reena Shah for
|
Now, create a Patron Ms. Reena Shah, as Post-Graduate student for checkout and checkin of Spoken Tutorial Library Items such as-
|
Slide | However, here do not set any permission for the Patron i.e student Ms. Reena Shah.
|
Logout from the Superlibrarian account.
|
Now logout from the Superlibrarian account.
|
Log as a Library Staff, Samruddhi | Then, login again as Library Staff, Samruddhi. |
On Home page, click on Circulation | Next, on the Home page, click on Circulation. |
Let us begin with Checkout. | |
On Circulation page
|
On the Circulation page:
|
In the field for: Checking out to Reena Shah (3)
Enter item Barcode: Enter the value- 00001. |
A new page opens up.
In the field for: Checking out to Reena Shah (3) Enter item Barcode: I will enter the value- 00001 Recall, this Barcode as accession number was mentioned in one of the earlier tutorials. Hence, the same value will be entered for Check-out |
Click on Check-out at the bottom of the field.
Click on Show Check-out. |
Now, click on Check-out at the bottom of the field.
Next to see the Check-out details, click on Show check-outs at the bottom of the page. |
Narration only | On the same page a table appears with all the details of the Checked-out item. |
Cursor on:
|
Details such as:
|
Cursor on Renew or check in selected items |
|
Cursor on Renew all |
|
Narration only | I will not click on any of the tabs as I will show how to renew items and check in using the tab Circulation on the Koha homepage. |
Click on Circulation | On the same page, click on Circulation at the top left corner. |
Click on Circulation>> Renew | On the new page that opens, under Circulation click on Renew. |
Cursor on Enter item barcode
Enter barcode 00001 |
A new page opens.
In the field for, Enter item barcode, I will enter Barcode as accession number 00001. |
Click on Submit | Then click on Submit at the right side of the field. |
Cursor on dialog box: Item Renewed | A new page opens with a dialog box Item Renewed. |
Click on Circulation | Next, on the same page, click on Circulation at the top left corner. |
Click on check in | On the new page that opens, under Circulation, click on check in. |
Cursor on Enter item barcode:
Enter barcode 00001 |
In the new page that opens, locate the field Enter item barcode .
I will enter Barcode as accession number 00001 with which the item was checked out, earlier. |
Click on Submit | And click on Submit on the right side of the field. |
Cursor on:
|
A table appears having details such as-
|
Cursor on:
|
Note the:
|
Narration Only | With this we complete Circulation. |
Narration only | Now log out from the Library staff 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.
|
Slide
Summary In this tutorial, we learnt about:
|
Let us summarize.
In this tutorial, we learnt about: * Circulation and Fine Rules for the Patron category
|
Assignment:
Issue another book to the Patron Ms. Reena Shah |
Assignment:
Issue another book to the Patron Ms. Reena Shah. |
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
|
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 funded by NMEICT, MHRD, Government of India.
|
This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |