Difference between revisions of "Koha-Library-Management-System/C2/Circulation/English-timed"
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PoojaMoolya (Talk | contribs) (Created page with " {| border=1 | <center>'''Time'''</center> | <center>'''Narration'''</center> |- | 00:01 | Welcome to the '''Spoken Tutorial '''on '''Circulation''' |- | 00:05 | In this tu...") |
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| − | | You should also have '''Admin '''access in''' Koha.''' | + | | And You should also have '''Admin '''access in''' Koha.''' |
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| − | | Now, create a '''Patron Ms. Reena Shah,''' as '''Post-Graduate student''' | + | | 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. | |
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| − | | Details such as: '''Due date''', '''Title''', '''Item type''', '''Location''', '''Checked out on''', '''Checked out from''', '''Call number.''', '''Charge''', '''Fine''', '''Price''', '''Renew ''', '''Check in''' | + | | Details such as: '''Due date''', '''Title''', '''Item type''', '''Location''', '''Checked out on''', '''Checked out from''', '''Call number.''', '''Charge''', '''Fine''', '''Price''', '''Renew ''', and '''Check in''' |
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| − | | And click on '''Submit''' | + | | And click on '''Submit''' at the right side of the '''field'''. |
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| Let us summarize. | | Let us summarize. | ||
Revision as of 16:16, 22 September 2018
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| 00:01 | Welcome to the Spoken Tutorial on Circulation |
| 00:05 | In this tutorial we will learn about- Circulation and Fine Rules for the Patron category |
| 00:13 | Check Out (Issuing) |
| 00:15 | Renewing and Check In (Returning) |
| 00:20 | To record this tutorial, I am using
Ubuntu Linux OS 16.04 |
| 00:28 | And Koha version 16.05 |
| 00:32 | To follow this tutorial, learners should be familiar with Library Science. |
| 00:38 | To practice this tutorial, You should have Koha installed on your system. |
| 00:44 | And You should also have Admin access in Koha. |
| 00:48 | If not, please refer to the Koha Spoken Tutorial series on this website. |
| 00:54 | First of all we will start by defining Circulation and Fine Rules for Patron category. |
| 01:02 | Create a Patron Category as Post Graduate student under the Spoken Tutorial Library. |
| 01:10 | Recall, all the above has been explained in an earlier tutorial in this series. |
| 01:16 | We will be using this information later in this tutorial. |
| 01:21 | Your Koha interface will look like this after adding the Patron Category as -
Post Graduate student under the Spoken Tutorial Library. |
| 01:32 | Login with Superlibrarian Username Bella and her password. |
| 01:39 | Go to Koha Administration. |
| 01:43 | Under the section Patrons and circulation, click on Circulation and fines rules. |
| 01:52 | Defining circulation and fine rules for all libraries opens. |
| 01:57 | Locate Select Library and from the drop-down select Spoken Tutorial Library. |
| 02:05 | A new page opens with the title Defining circulation and fine rules for "Spoken Tutorial Library". |
| 02:14 | Under the section- Patron category, from the drop-down, click on Post Graduate Student. |
| 02:22 | Under the section Item type, from the drop down click on Book. |
| 02:28 | In the field- Current checkouts allowed enter 5. |
| 02:33 | I will leave Current on-site checkouts allowed, as blank. |
| 02:39 | Enter 15 for Loan period |
| 02:43 | I will leave, For Unit, as it is i.e. Days |
| 02:48 | Leave Hard due date, as it is |
| 02:53 | Enter Fine amount 5 and Enter 1 for Fine charging interval |
| 03:01 | I will leave When to charge as it is. |
| 03:05 | I will leave Fine grace period: blank. |
| 03:09 | I will leave Overdue fines cap (amount): and Cap fine at replacement price: blank. |
| 03:17 | I will also leave Suspension in days (day) : blank. |
| 03:22 | Maximum suspension duration (day): as blank. |
| 03:28 | Enter 10 for Renewals allowed (count). |
| 03:33 | I will leave Renewal periodv and No renewal before: blank. |
| 03:39 | For Automatic renewal I will leave as it is. |
| 03:44 | For Holds allowed (count) enter 5. |
| 03:48 | For On shelf holds allowed from the drop down, select If all unavailable. |
| 03:55 | I will leave Item level holds as it is. |
| 04:00 | Leave Rental discount as blank. |
| 04:04 | Next, go to the section Actions at the extreme right corner of the table and click on Save. |
| 04:13 | Same page Defining circulation and fine rules for "Spoken Tutorial Library", opens again. |
| 04:21 | This page contains all the entries that we just filled. |
| 04:28 | Next to the heading Select the library: , locate Clone these rules to: |
| 04:35 | From the dropdown select Spoken Tutorial Library. |
| 04:40 | Next, click on the button named as Clone. |
| 04:45 | A new page with the heading- Cloning circulation and fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library” will open. |
| 04:56 | A message box appears saying “The rules have been cloned”. |
| 05:02 | 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. |
| 05:20 | Recall, in an earlier tutorial while creating Patron we have Set permissions for the staff. |
| 05:29 | However, here do not set any permission for the Patron i.e student Ms. Reena Shah. |
| 05:38 | Simply enter the required details and click on Save at the top of the page. |
| 05:45 | Now logout from the Superlibrarian account. |
| 05:49 | Do so by clicking on Spoken Tutorial Library at the top right corner. |
| 05:56 | From the drop down click on Log out. |
| 06:01 | Then, login again as Library Staff, Samruddhi. |
| 06:07 | Next, on the Home page, click on Circulation. |
| 06:12 | Let us begin with Checkout. |
| 06:15 | On the Circulation page: Click on Check-out i.e. the issuing process. |
| 06:22 | On the page that opens, locate the field for Enter patron card number or partial name.
I will enter the name as Reena. |
| 06:34 | Click Submit button on the right side of the same search field. |
| 06:39 | A new page opens up. In the field for: Checking out to Reena Shah (3) Enter item Barcode: |
| 06:48 | I will enter the value- 00001 |
| 06:53 | Recall, this Barcode as accession number was mentioned in one of the earlier tutorials. |
| 07:00 | Hence, the same value will be entered for Check-out |
| 07:05 | Now, click on Check-out at the bottom of the field. |
| 07:10 | Next to see the Check-out details, click on Show check-outs at the bottom of the page. |
| 07:18 | On the same page a table appears with all the details of the Checked-out item. |
| 07:24 | Details such as: Due date, Title, Item type, Location, Checked out on, Checked out from, Call number., Charge, Fine, Price, Renew , and Check in |
| 07:43 | 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. |
| 07:56 | 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. |
| 08:10 | 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. |
| 08:22 | On the same page, click on Circulation at the top left corner. |
| 08:28 | On the new page that opens, under Circulation click on Renew. |
| 08:35 | A new page opens.
In the field for, Enter item barcode, I will enter Barcode as accession number 00001. |
| 08:48 | Then click on Submit at the right side of the field. |
| 08:53 | A new page opens with a dialog box Item Renewed. |
| 08:58 | Next, on the same page, click on Circulation at the top left corner. |
| 09:05 | On the new page that opens, under Circulation, click on check in. |
| 09:11 | In the new page that opens, locate the field Enter item barcode . |
| 09:17 | I will enter Barcode as accession number 00001 with which the item was checked out, earlier. |
| 09:27 | And click on Submit at the right side of the field. |
| 09:32 | A table appears having details such as- Due date, Title , Author , Barcode, Home Library, Holding library, Shelving location, Call number, Type, Patron and Note |
| 09:52 | Note the: Title-Industrial Microbiology, |
| 09:57 | Barcode- 00001 and Patron-Shah, Reena (PG) as per the details filled in earlier. |
| 10:09 | With this we complete Circulation. |
| 10:13 | Now log out from the Library staff account. |
| 10:17 | To do so, first go to the top right corner, click on Spoken Tutorial Library. |
| 10:25 | Then from the drop-down, select Log out. |
| 10:31 | Let us summarize.
In this tutorial, we learnt about: Circulation and Fine Rules for the Patron category |
| 10:41 | Check Out (Issuing), Renewing, Check In (Returning) |
| 10:48 | For Assignment: Issue another book to the Patron Ms. Reena Shah. |
| 10:54 | The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it. |
| 11:01 | The Spoken Tutorial Project Team conducts workshops and gives certificates.
For more details, please write to us. |
| 11:11 | Please post your timed queries in this forum. |
| 11:15 | Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
More information on this mission is available at this link. |
| 11:26 | This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |
