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

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 +
Title: '''How to add subscription in Serials'''
  
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{| Border=1
+
Contributor: Bella Tony, IIT Bombay
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|-
+
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| align=center| '''Visual cue'''
+
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| align=center| '''Narration'''
+
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|- style="border-top:none;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding:0.176cm;"
+
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|| 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'''
+
  
−
|-
+
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
−
|| Slide Number 3
+
  
 +
Keywords:
  
−
System Requirement
 
−
|| To record this tutorial, I am using
 
  
−
* '''Ubuntu Linux OS 16.04'''
+
{| border=1
−
* '''Koha version 16.05'''
+
| Title Slide
 +
| Welcome to the '''Spoken Tutorial''' on '''How to add Subscription in Serials.'''
  
−
|-  
+
|-
−
|| Slide 4a
+
| Learning Objectives
 +
| In this tutorial we will learn:* How to add a '''subscription '''for''' '''a new '''serial'''
  
−
Pre-requisites
+
|-
−
|| To follow this tutorial, learners should have knowledge of '''Library Science.'''
+
| Slide Number 3
−
|-  
+
−
|| Slide 4b
+
  
−
Pre-requisites
+
System Requirement
 +
|  To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
 +
* '''Koha version 16.05'''
  
−
|| You should have '''Koha '''installed on your system.
+
|-
 +
| Slide 4a
  
 +
Pre-requisites
 +
|  To follow this tutorial, learners should have knowledge of '''Library Science.'''
  
−
And you should also have '''admin''' access in''' Koha'''
+
|-
 +
|  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.
 
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'''
 
  
 +
|-
 +
|  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.'''
 
In this tutorial, we will learn how to add a new '''subscription '''for '''serials.'''
−
|-
 
−
|| Show '''Koha '''interface
 
  
 +
|-
 +
| Show '''Koha '''interface
  
 
Login with '''Superlibrarian''' user name and the password
 
Login with '''Superlibrarian''' user name and the password
−
|| Login with the '''Superlibrarian user name''' and the '''password'''.
+
| Login with '''Superlibrarian''' username Bella and her password
−
|-
+
−
|| As explained in an earlier tutorial:
+
  
−
* Create a new '''Vendor for Serials subscription''' with the name as '''Mumbai Journals Supplier'''
+
|-
 +
| As explained in an earlier tutorial:
 +
 
 +
* Create a new '''Vendor for Serials subscription''' with the name as '''Mumbai Journal Supplier'''
 
* Remember to add email id as''' mumbaijournals@gmail.com'''
 
* Remember to add email id as''' mumbaijournals@gmail.com'''
 
* Click on the checkbox for- '''Contact about late issues'''
 
* Click on the checkbox for- '''Contact about late issues'''
 +
| As explained in an earlier tutorial in this series, create a new vendor''' '''for the '''serials subscription.'''
  
−
|| As explained in an earlier tutorial, create a new vendor for the '''serials subscription.'''
+
I will give the name '''Mumbai Journal Supplier.'''
  
−
I will give the name '''Mumbai Journals Supplier.'''
+
Then I have added an email id. - [mailto:mumbaijournals@gmail.com mumbaijournals@gmail.com]
  
−
Then I have added an email id - '''mumbaijournals@gmail.com'''
+
Remember to check the checkboxes for- * '''Primary acquisitions contact:'''
−
 
+
* '''Primary serials contact:'''
−
Remember to check the check-boxes for-  
+
* '''Contact about late orders?'''
−
 
+
−
* '''Primary acquisitions contact'''
+
−
* '''Primary serials contact'''
+
−
* '''Contact about late orders'''
+
 
* '''Contact about late issues'''
 
* '''Contact about late issues'''
  
Line 74: Line 71:
  
 
Likewise, you have to fill in the details of your vendor.
 
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.
+
| Pictorial representation of the Journal
 +
| Here is the screenshot of the '''Journal''' that we have to subscribe.
  
 
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
+
| Narration Only
−
|| Let us go to the '''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 '''Koha''' homepage, click on '''Serials'''
−
|| On the page that opens, click on ‘'''+New Subscription'''’.
+
| Now on the '''Koha''' homepage, click on '''Serials.'''
−
|-
+
−
|| 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)'''
+
| Click on ‘'''+New Subscription'''’.
 +
| On the page that opens, click on ‘'''+New Subscription'''’.
  
−
Here, we will be prompted to fill some details.
+
|-
−
|-  
+
| Cursor on '''Add a new subscription (1/2)'''
−
|| For '''Vendor'''-
+
  
−
* Click on '''Search for vendor '''
+
(One of two)
 +
| It will open another new page that says '''Add a new subscription (1/2)'''
  
−
* New page '''Serial subscription: search for vendor, '''opens up.
+
Here, we will be prompted to fill in some details.
  
−
* In '''Vendor name''', type''' Mumbai Journal Supplier. '''
+
|-
−
|| For '''Vendor'''-  
+
| For '''Vendor'''-  
  
−
* Click on the tab '''Search for vendor '''adjacent to two empty boxes.
 
  
 +
* Click on the tab '''Search for vendor '''adjacent to empty boxes.
 
* In a new window, a new page '''Serial subscription: search for vendor, '''opens up.
 
* In a new window, a new page '''Serial subscription: search for vendor, '''opens up.
 +
* In the field for Vendor name, type''' Mumbai Journal Supplier. '''
 +
* and click on the''' OK '''button on the right side of the field.
 +
* A new page showing the '''Vendor search results''' opens.
 +
* In the table below, under the section''' Select:'''
 +
* click on '''Choose '''adjacent to the''' Vendor''' name
 +
* The same page, '''Add a new subscription (1/2),''' re-opens.
  
−
* In the field for '''Vendor name''', I will type''' Mumbai Journal Supplier. '''
+
| For '''Vendor'''-
  
−
: You should type the name of your vendor here.
+
* 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.
+
Now click on the''' OK '''button on the right side of this field.
−
 
+
−
* 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.
−
 
+
* In the table below, under the section''' Select:'''
−
* In the table below, under the section''' Select:''', click on '''Choose, '''which is adjacent to the''' Vendor name'''.
+
* Click on '''Choose '''which is adjacent to the''' Vendor''' name
 +
* The 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.
  
 
|-
 
|-
−
||
+
| Cursor on '''Record'''
−
* 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
 
Cursor on two blank boxes
−
|| Next is '''Record'''-
 
  
 +
Cursor on * '''Search for record'''
 +
* '''Create record'''
 +
| Next is '''Record'''-
  
 
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'''
  
−
|-  
+
|-
−
|| Cursor on '''Search for record'''
+
| Cursor on '''Search for record'''
  
 
Cursor on '''Create record'''
 
Cursor on '''Create record'''
−
|| In case, the record already exists, then click on '''Search for 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.'''
 
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'''
+
  
 +
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.'''
 
Therefore, we will click on the tab '''Search for record.'''
 +
 
|-
 
|-
−
| Cursor on '''Catalog search'''  
+
| Cursor on '''Catalog search'''  
  
−
For '''Keyword''' enter '''Microbiology'''
+
In the field for '''Keyword''' enter- '''Microbiology'''
  
 
Click on '''Search'''
 
Click on '''Search'''
−
| A new window, '''Catalog search''' opens.
+
| A new window, '''Catalog search''' opens.
  
−
In the field for '''Keyword,''' enter '''Microbiology.'''
+
In the field for '''Keyword''' enter- '''Indian'''
 +
 
 +
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 192: Line 179:
  
 
'''Publisher- Springer'''
 
'''Publisher- Springer'''
 +
  
 
'''ISSN-0046-8991'''
 
'''ISSN-0046-8991'''
−
 
 
| A new page, '''Search results from 1 to 1 of 1,''' opens.
 
| A new page, '''Search results from 1 to 1 of 1,''' opens.
  
Line 204: Line 191:
  
 
'''ISSN- 0046-8991'''
 
'''ISSN- 0046-8991'''
−
 
  
 
You will see the details that you entered.
 
You will see the details that you entered.
 +
 
|-
 
|-
−
| Click on''' Choose'''
+
| Click on''' Choose'''
−
 
+
  
 
Cursor on''' Add a new subscription (1/2), '''in the field for '''Record'''
 
Cursor on''' Add a new subscription (1/2), '''in the field for '''Record'''
  
 
Cursor on number '''33.'''
 
Cursor on number '''33.'''
−
 
+
| Next, click on '''Choose''' button at the right corner of the table.
−
| Next, click on '''Choose''' button at the right corner of the table.
+
  
 
The same window closes and the details entered appear on the page-
 
The same window closes and the details entered appear on the page-
Line 221: Line 206:
 
'''Add a new subscription (1/2), '''in the field for '''Record'''
 
'''Add a new subscription (1/2), '''in the field for '''Record'''
  
 +
In my case, it shows number''' 3.'''
  
−
In my case, it shows number''' 33.'''
+
It may be different on your interface depending upon the number of entries that you have made.
  
−
 
−
It may be different on your interface depending upon the number of entries that you have made.
 
 
|-
 
|-
−
| Cursor on
+
| Cursor on* '''create an item record when receiving this serial,'''
  
−
* '''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:
  
 +
* '''create an item record when receiving this serial,'''
 
* '''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.
 
  
 
|-
 
|-
−
| Narration Only
+
| Narration Only
  
−
| Note that by default,''' Koha '''selects
+
By default''' Koha '''selects
 +
 
 +
* '''do not create an item record when receiving this serial'''
 +
 
 +
| Note that by default,''' Koha '''selects
 +
 
 +
* '''do not create an item record when receiving this serial'''
  
−
* '''do not create an item record when receiving this serials'''
 
 
|-
 
|-
−
| Cursor on
+
| Cursor on
 +
 
 +
'''When there is an irregular issue: '''
 +
 
 +
'''Skip issue number'''
 +
 
 +
'''Keep issue number'''
 +
| Next, I will also leave the following as they are:
  
 
'''When there is an irregular issue: '''
 
'''When there is an irregular issue: '''
Line 248: Line 245:
  
 
'''Keep issue number'''
 
'''Keep issue number'''
−
|  Next, I will also leave the following as they are.
 
  
 
|-
 
|-
−
| Narration Only
+
| Narration Only
−
| Note that by default,''' Koha '''selects: '''Keep issue number'''
+
| Note that by default,''' Koha '''selects: '''Keep issue number'''
 +
 
 
|-
 
|-
−
| Cursor on '''Library'''
+
| Cursor on '''Library'''
−
 
+
  
 
Select '''Spoken Tutorial Library '''from the the drop down.  
 
Select '''Spoken Tutorial Library '''from the the drop down.  
−
| Let’s proceed.
+
| Let’s proceed.
−
 
+
  
 
For''' Library, '''I will select '''Spoken Tutorial Library '''from the drop-down.
 
For''' Library, '''I will select '''Spoken Tutorial Library '''from the drop-down.
 +
 
|-
 
|-
−
| Cursor on  
+
| Cursor on  
  
−
'''Public note '''
+
'''Public note '''and
  
 
'''Nonpublic note'''
 
'''Nonpublic note'''
−
| If required you may fill in the-
+
| If required you may fill in the-
  
−
*'''Public note '''
+
'''Public note '''and
−
*'''Nonpublic note'''
+
  
 +
'''Nonpublic note'''
  
 
I will keep them blank.
 
I will keep them blank.
 +
 
|-
 
|-
−
| Cursor on '''Patron notification:'''
+
| Cursor on '''Patron notification:'''
  
 
From the drop down select '''Routing List'''
 
From the drop down select '''Routing List'''
−
| Next is''' Patron notification:'''
+
| Next is''' Patron notification:'''
−
 
+
  
 
From the drop-down, select '''Routing List.'''
 
From the drop-down, select '''Routing List.'''
 +
 
|-
 
|-
−
| For '''Location''': >> select '''On Display'''
+
| '''Grace period: '''Select '''15 day(s)'''
−
| For '''Location''': from the drop-down, I will select '''On Display.'''
+
| For '''Grace period: '''I will select '''15 day(s)'''
 +
 
 
|-
 
|-
−
| '''Grace period: '''>> select '''15 day(s)'''
+
| '''Enter: '''
−
|  For '''Grace period: '''I will select '''15 day(s)'''
+
−
|-
+
−
|'''Number of issues to display to staff''' >> 4
+
  
 +
'''4''' for''' Number of issues to display to staff'''
  
−
'''Number of issues to display to the public''' >> 4
+
'''4''' for''' Number of issues to display to the public'''
−
| For '''Number of issues to display to staff: '''enter '''4.'''
+
| For '''Number of issues to display to staff: '''enter '''4.'''
  
 +
For '''Number of issues to display to the public:''' enter '''4.'''
  
−
For '''Number of issues to display to the public:''' enter '''4.'''
 
 
|-
 
|-
−
| Click on''' Next'''  
+
| Click on''' Next'''  
−
| After entering all the details, click on''' Next''' button at the bottom of the page.
+
| After entering all the details, click on''' Next''' at the bottom of the page.
 +
 
 
|-
 
|-
−
| Cursor on '''Add a new subscription (2/2)''',  
+
| Cursor on '''Add a new subscription (2/2)''',  
−
| A new page, '''Add a new subscription (2/2)''', opens.
+
| A new page, '''Add a new subscription (2/2)''', opens.
 +
 
 
|-
 
|-
−
| Cursor on '''Serials Planning:'''
+
| Cursor on '''Serials Planning:'''
  
 +
'''First issue publication date: '''enter '''01/01/2017'''
  
−
'''First issue publication date: '''>> '''01/01/2017'''
+
'''Frequency: '''select''' ⅓ months 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'''
  
−
'''Frequency: '''select''' 1/month i.e. monthly '''from drop-down
+
'''Subscription start date: '''enter '''01/01/2017'''
  
 +
'''Subscription end date: '''enter''' 01/12/2017'''
  
−
'''Subscription length:'''* select '''issues''' from drop-down
+
'''Numbering pattern: '''from the drop down, select '''Volume and Number'''
−
'''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-
+
  
 +
'''Locale: I will leave this blank '''
 +
| For the section, '''Serials Planning, '''enter the following-
  
 
For '''First issue publication date:''' I will enter''' 01/01/2017'''
 
For '''First issue publication date:''' I will enter''' 01/01/2017'''
  
 +
For '''Frequency: '''I will select''' ⅓ months i.e. quarterly '''from the drop-down.
  
−
For '''Frequency: '''I will select''' ⅓ month i.e. quarterly '''from the drop-down.
+
'''Subscription length:'''* Select '''issues,''' if not already selected from the drop-down
−
 
+
−
 
+
−
'''Subscription length:'''
+
−
* Select '''issues''' from the drop-down
+
 
* Enter '''4''' in the box for '''enter amount in numerals'''
 
* Enter '''4''' in the box for '''enter amount in numerals'''
  
Line 342: Line 332:
 
'''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, Number'''
 +
 
 +
'''Locale: '''Select''' English '''from the drop-down
  
 +
* You may choose a suitable option from the drop-down, if the language is other than '''English. '''
  
−
'''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.'''
  
 +
'''Begins with: Volume'''<nowiki>= 57</nowiki>
  
−
'''Begins with: Volume'''= 57
+
'''Begins with: Number'''<nowiki>=1</nowiki>
  
−
'''Begins with: Number'''= 1
+
'''Inner counter: Number''' =4
−
 
+
−
'''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'''
+
| Click on''' Show/Hide advanced 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-
  
−
||To edit the entries, click on''' Modify pattern '''button at the bottom of the '''Advanced prediction pattern''' table.
+
Click on''' Show/Hide advanced pattern '''
 +
 
 +
 
 +
To edit the entries, click on''' modify pattern '''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 373: Line 367:
 
'''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:'''
+
# '''Label: '''
  
 
* For column''' X '''as '''Volume'''
 
* For column''' X '''as '''Volume'''
 +
 
* column''' Y '''as '''Number'''
 
* column''' Y '''as '''Number'''
  
−
2. '''Begins with :'''
+
'''2. Begins with :'''* 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''' button.
+
| Click on the '''Test prediction pattern'''
−
|| Now, click on the '''Test prediction pattern '''button at the bottom of the page.
+
| Now, click on the '''Test prediction pattern '''at the bottom of the page.
−
|-  
+
 
−
|| Cursor on '''Prediction pattern.'''
+
|-
−
|| '''Prediction pattern''' will appear on the same page towards the right side.
+
| Cursor on '''Prediction pattern.'''
−
|-  
+
| '''Prediction pattern''' will''' '''appear on the same page towards the right side.
−
|| Cursor on  
+
 
−
# '''Volume, '''
+
|-
−
# '''Number, '''
+
| Cursor on # '''Number, '''
 
# '''Publication and '''
 
# '''Publication and '''
−
# '''Check box for not published'''
+
# '''Not published'''
−
|| '''Prediction pattern '''will show the details of-
+
| '''Prediction pattern '''will show the details of-# '''Number, '''
−
# '''Volume, '''
+
# '''Publication date and '''
−
# '''Number, '''
+
# '''Not published'''
−
# '''Publication date '''and
+
−
# Check box for '''Not published'''
+
  
−
|-  
+
|-
−
|| Click on '''Save subscription '''button.
+
| Click on '''Save subscription '''at the bottom of the page'''.'''
−
|| Lastly, click on''' Save subscription '''button at the bottom of the page.
+
| Lastly, click on''' Save subscription '''at the bottom of the page'''.'''
−
|-  
+
 
−
|| Cursor on-  
+
|-
 +
| Cursor on-  
  
 
'''Subscription for Indian Journal of Microbiology.'''
 
'''Subscription for Indian Journal of Microbiology.'''
  
−
Cursor on-  
+
Cursor on- * '''Information'''
−
* '''Information'''
+
 
* '''Planning'''
 
* '''Planning'''
 
* '''Issues'''
 
* '''Issues'''
 
* '''Summary'''
 
* '''Summary'''
  
−
|| A new page '''Subscription for Indian Journal of Microbiology'''
+
 
 +
| A new page-
 +
 
 +
'''Subscription for Indian Journal of Microbiology'''
  
 
with the following details opens:
 
with the following details opens:
Line 427: Line 420:
 
* '''Information'''
 
* '''Information'''
 
* '''Planning'''
 
* '''Planning'''
−
* '''Issues''' and
+
* '''Issues'''
 
* '''Summary'''
 
* '''Summary'''
  
−
|-  
+
|-
−
|| Click '''Planning'''  
+
| Click the tab '''Planning'''
 +
| Click on the tab '''Planning'''  
  
−
|| Click on the tab '''Planning'''
+
|-
−
|-  
+
| * '''Starting with: '''
−
||
+
−
 
+
−
* '''Starting with: '''
+
−
'''Volume = 57 '''and
+
  
−
'''Number= 1 '''
+
'''Volume= 57 '''and
  
 +
'''Number=''' '''1 '''
  
 
* '''Rollover: '''
 
* '''Rollover: '''
 +
 
'''Volume=99999''' and  
 
'''Volume=99999''' and  
  
 
'''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 '''12'''
−
|| Next click the tab '''Issues'''
+
 
 +
|-
 +
| Next click the tab '''Issues'''
 +
 
 +
Cursor on''' '''* '''Issue number: Vol. 57, No. 1'''
  
−
Cursor on
 
−
* '''Issue number: Vol. 57, No. 1'''
 
 
* '''Planned date: 01/01/2017 '''
 
* '''Planned date: 01/01/2017 '''
 
* '''Published date: 01/01/2017'''
 
* '''Published date: 01/01/2017'''
 
* '''Published date (text): '''would be blank
 
* '''Published date (text): '''would be blank
 
* '''Status:''' '''Expected'''
 
* '''Status:''' '''Expected'''
 +
| Next click the tab '''Issues'''
  
−
|| Next click the tab '''Issues'''
+
This will show the following details-* '''Issue number: '''as '''Vol. 57 '''and''' No. 1'''
−
 
+
−
This will show the following details-
+
−
* '''Issue number: '''as '''Vol. 57 '''and''' No. 1'''
+
 
* '''Planned date: '''as '''01/01/2017 '''
 
* '''Planned date: '''as '''01/01/2017 '''
 
* '''Published date: '''as '''01/01/2017'''
 
* '''Published date: '''as '''01/01/2017'''
 
* '''Published date (text): '''would be blank
 
* '''Published date (text): '''would be blank
−
* '''Status: Expected'''
+
* '''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'''
+
|-
 +
| 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'''
 
* '''Magazines'''
 
* '''Serials'''
 
* '''Serials'''
 
* '''Newspapers '''
 
* '''Newspapers '''
−
* and other items that are published on a regular schedule.
+
* '''and other items '''
−
|-
+
−
|| '''Log out''' from''' Koha'''
+
  
 +
that are published on a regular schedule
  
−
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.'''
+
| '''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.'''
 
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
+
|-
−
|| This brings us to the end of this tutorial.
+
| Narration Only
−
|-  
+
| This brings us to the end of this tutorial.
−
|| '''Summary''' slide.
+
 
 +
|-
 +
| '''Summary''' slide.
  
 
In this tutorial we learnt:
 
In this tutorial we learnt:
Line 505: Line 500:
 
* How to add a '''Subscription '''for''' '''a new '''serial'''
 
* How to add a '''Subscription '''for''' '''a new '''serial'''
  
−
|| '''Summary'''
+
| '''Summary'''
−
 
+
 
In this tutorial we learnt:
 
In this tutorial we learnt:
  
−
* How to add a '''Subscription '''for a new '''serial'''
+
* How to add a '''Subscription '''for''' '''a new '''serial'''
−
 
+
−
|-
+
−
|| '''Assignment'''
+
  
 +
|-
 +
| '''Assignment'''
  
 
Add a new Subscription for '''Journal of Molecular Biology'''
 
Add a new Subscription for '''Journal of Molecular Biology'''
  
−
|| '''Assignment'''
+
| '''Assignment'''
  
 
Add a new Subscription for '''Journal of Molecular Biology'''
 
Add a new Subscription for '''Journal of Molecular Biology'''
−
|-
 
−
|| 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]
+
|  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]
 
* 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 summarizes the '''Spoken Tutorial project.'''
+
| The video at the following link summarizes 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 [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:* 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:
+
| Slide:
  
 
Forum for specific questions
 
Forum for specific questions
 
| Please post your timed queries in this forum.
 
| Please post your timed queries in this forum.
−
|-  
+
 
−
|| Slide:
+
|-
 +
| Slide:
  
 
Acknowledgement
 
Acknowledgement
Line 564: Line 555:
 
* [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.
+
| This is Bella Tony from '''IIT Bombay '''signing off.
−
|-  
+
−
||  
+
−
|| This is Bella Tony from '''IIT Bombay '''signing off.
+
  
 
Thank you for joining.
 
Thank you for joining.
−
|-
+
 
 
|}
 
|}

Revision as of 21:31, 20 September 2018

Title: How to add subscription in Serials

Contributor: Bella Tony, IIT Bombay

Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay

Keywords:


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 Superlibrarian username Bella and her password
As explained in an earlier tutorial:
  • Create a new Vendor for Serials subscription with the name as Mumbai Journal 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 in this series, create a new vendor for the serials subscription.

I will give the name Mumbai Journal Supplier.

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

Remember to check the checkboxes 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 Here is the screenshot of the Journal that we have to subscribe.

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

Narration Only 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 in some details.

For Vendor-


  • Click on the tab Search for vendor adjacent to empty boxes.
  • In a new window, a new page Serial subscription: search for vendor, opens up.
  • In the field for Vendor name, type Mumbai Journal Supplier.
  • and click on the OK button on the right side of the field.
  • A new page showing the Vendor search results opens.
  • In the table below, under the section Select:
  • click on Choose adjacent to the Vendor name
  • The same page, Add a new subscription (1/2), re-opens.
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.

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
  • The 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.
Cursor on Record

Cursor on two blank boxes

Cursor on * Search for record

  • Create record
Next is Record-

Adjacent to the Record are two blank boxes.

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

In the field for Keyword enter- Microbiology

Click on Search

A new window, Catalog search opens.

In the field for Keyword enter- Indian

Then, click on Search 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 3.

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:
  • create an item record when receiving this serial,
  • do not create an item record when receiving this serial
Narration Only

By default Koha selects

  • do not create an item record when receiving this serial
Note that by default, Koha selects
  • do not create an item record when receiving this serial
Cursor on

When there is an irregular issue:

Skip issue number

Keep issue number

Next, I will also leave the following as they are:

When there is an irregular issue:

Skip issue number

Keep issue number

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 and

Nonpublic note

If required you may fill in the-

Public note and

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.

Grace period: Select 15 day(s) For Grace period: I will select 15 day(s)
Enter:

4 for Number of issues to display to staff

4 for Number of issues to display to the public

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 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: enter 01/01/2017

Frequency: select ⅓ months 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: I will leave this blank

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 months i.e. quarterly from the drop-down.

Subscription length:* Select issues, if not already selected 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, Number

Locale: Select English from the drop-down

  • You may choose a suitable option from the drop-down, if the language is other than English.
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

Cursor on modify pattern

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.

Note that Pattern name should be: Volume, Number

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

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 Now, click on the Test prediction pattern at the bottom of the page.
Cursor on Prediction pattern. Prediction pattern will appear on the same page towards the right side.
Cursor on # Number,
  1. Publication and
  2. Not published
Prediction pattern will show the details of-# Number,
  1. Publication date and
  2. Not published
Click on Save subscription at the bottom of the page. Lastly, click on Save subscription 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
  • Summary
Click the tab 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 12
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* Watch the video available at 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.

Slide:

Spoken Tutorial workshops

The Spoken Tutorial Project Team* Conducts workshops using spoken tutorials

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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