Difference between revisions of "Koha-Library-Management-System/C2/Receive-Serials/English-timed"

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{|border=1
+
{|border=1  
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|  '''Time'''
+
|  '''Time'''  
−
|  '''Narration'''
+
|  '''Narration'''  
  
−
|-
+
|-  
−
|00:01
+
|00:01  
−
|Welcome to the '''Spoken Tutorial''' on '''How to Receive Serials.'''
+
|Welcome to the '''Spoken Tutorial''' on '''How to Receive Serials.'''  
  
−
|-
+
|-  
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| 00:06
+
| 00:06  
−
|In this tutorial, we will learn: How to receive '''Serials''',
+
|In this tutorial, we will learn: How to receive '''Serials''',  
  
−
Claim late '''Serials''',
+
|-
 +
| 00:12
 +
|Claim late '''Serials''',  
  
−
Check '''Serials expiration''',
+
Check '''Serials expiration''',  
  
−
Renew '''Serials''' and
+
|-
 +
| 00:18
 +
|Renew '''Serials''' and  
  
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Search '''Serials'''.
+
Search '''Serials'''.  
  
−
|-
+
|-  
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| 00:23
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| 00:23  
−
|To record this tutorial, I am using:'''Ubuntu Linux Operating System 16.04''' and
+
|To record this tutorial, I am using:'''Ubuntu Linux Operating System 16.04''' and  
  
−
'''Koha version 16.05'''
+
'''Koha version 16.05'''  
  
−
|-
+
|-  
−
|00:36
+
|00:36  
−
| To follow this tutorial, you should have knowledge of Library Science.
+
| To follow this tutorial, you should have knowledge of Library Science.  
  
−
|-
+
|-  
−
| 00:41
+
| 00:41  
−
| To practice this tutorial, you should have '''Koha '''installed on your system.
+
| To practice this tutorial, you should have '''Koha '''installed on your system.  
  
−
|-
+
|-  
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| 00:47
+
| 00:47  
−
| And, you should also have '''Admin''' access in '''Koha.'''
+
| And, you should also have '''Admin''' access in '''Koha.'''  
  
−
|-
+
|-  
−
| 00:51
+
| 00:51  
−
| 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.  
  
−
|-
+
|-  
−
| 00:58
+
| 00:58  
−
| To receive''' Serials,''' let’s login to '''Koha '''as '''Superlibrarian Bella '''and her password.
+
| To receive''' Serials,''' let’s login to '''Koha '''as '''Superlibrarian Bella '''and her password.  
  
−
|-
+
|-  
−
|  01:06
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|  01:06  
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|  On the '''homepage''', click on '''Serials.'''
+
|  On the '''homepage''', click on '''Serials.'''  
  
−
|-
+
|-  
−
|  01:11
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|  01:11  
−
|  At the top of the new page, locate the field for''' Title.'''
+
|  At the top of the new page, locate the field for''' Title.'''  
  
−
|-
+
|-  
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| 01:17
+
| 01:17  
−
| Enter the first or any word from the title of the '''journal.''' For example, I will type '''Indian.'''
+
| Enter the first or any word from the title of the '''journal.''' For example, I will type '''Indian.'''  
  
−
|-
+
|-  
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|  01:25
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|  01:25  
−
|  Click on '''Submit''' button at the right side of the '''field'''.
+
|  Click on '''Submit''' button at the right side of the '''field'''.  
  
−
|-
+
|-  
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| 01:30
+
| 01:30  
−
|  A new page '''Serials subscriptions '''opens.
+
|  A new page '''Serials subscriptions '''opens.  
  
−
|-
+
|-  
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| 01:34
+
| 01:34  
−
|  This page shows the details for:
+
|  This page shows the details for:  
−
'''ISSN''',
+
−
'''Title, '''
+
−
'''Notes''',
+
−
'''Library''',
+
−
'''Location''',
+
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'''Call number''',
+
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'''Expiration date''',
+
−
'''Actions'''.
+
  
−
|-
+
'''ISSN''',
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| 01:55
+
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| Click on the tab '''Actions''' at the extreme right side of the table.
+
  
−
|-
+
'''Title, '''  
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| 02:00
+
−
| From the drop-down, select '''Serial receive.'''
+
  
−
|-
+
|-  
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| 02:05
+
| 01:42
−
| Another page '''Serial edition Indian Journal of Microbiology''' opens with the table.
+
|'''Notes''', '''Library''', '''Location''', '''Call number''', '''Expiration date''', '''Actions'''.  
  
−
|-
+
|-  
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| 02:12
+
| 01:55
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| In this table, under the section '''Status, '''click on the drop-down and select''' Arrived.'''
+
| Click on the tab '''Actions''' at the extreme right side of the table.  
  
−
|-
+
|-  
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| 02:20
+
| 02:00
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| Next, click on the '''Save '''button at the bottom of the page.
+
| From the drop-down, select '''Serial receive.'''  
  
−
|-
+
|-  
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| 02:25
+
| 02:05
−
| Another page opens with the heading: '''Serial collection information for Indian Journal of Microbiology. '''
+
| Another page '''Serial edition Indian Journal of Microbiology''' opens with the table.
  
−
Here, we can see the '''Subscription summary.'''
+
|-
 +
| 02:12
 +
|  In this table, under the section '''Status, '''click on the drop-down and select''' Arrived.'''  
  
−
|-
+
|-  
−
| 02:37
+
| 02:20
−
| In this way, we can receive '''Serials'''.
+
| Next, click on the '''Save '''button at the bottom of the page.  
  
−
|-
+
|-  
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| 02:41
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| 02:25
−
|  Now, let’s learn how to Claim late '''Serials.'''
+
|  Another page opens with the heading: '''Serial collection information for Indian Journal of Microbiology. '''  
  
−
|-
+
|-  
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| 02:46
+
| 02:33
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| '''Koha''' can send email messages to the '''Serials vendors''' if there are late issues.
+
|Here, we can see the '''Subscription summary.'''  
  
−
|-
+
|-  
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| 02:53
+
| 02:37
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|For example:
+
| In this way, we can receive '''Serials'''.
  
−
Out of 4 Serials issues, the library has received only issue numbers 1, 2 and 4.
+
|-
−
And, issue no. 3 has not been received.
+
|  02:41
 +
|  Now, let’s learn how to Claim late '''Serials.'''
  
−
|-
+
|-  
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| 03:08
+
| 02:46
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|In such a case, a claim can be sent for issue no.3 that is still to be received.  
+
| '''Koha''' can send email messages to the '''Serials vendors''' if there are late issues.  
  
−
|-
+
|-  
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| 03:15
+
| 02:53
−
| To the left of the main '''Serials''' page, there is an option named ''''Claims’.'''
+
|For example:
  
−
|-
+
Out of 4 Serials issues, the library has received only issue numbers 1, 2 and 4.  
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| 03:21
+
−
| Click on '''Claims.'''
+
  
−
|-
+
|-  
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| 03:24
+
| 03:05
−
|A new page opens with a dialog box:
+
|And, issue no. 3 has not been received.
  
−
'''No claims notice defined. Please define one.'''
+
|-
 +
| 03:08
 +
|In such a case, a claim can be sent for issue no.3 that is still to be received.  
  
−
Click on''' Please define one.'''
+
|-
 +
| 03:15
 +
|  To the left of the main '''Serials''' page, there is an option named ''''Claims’.'''  
  
−
|-
+
|-  
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| 03:35
+
| 03:21
−
| A new page '''Notices and Slips''' opens.
+
| Click on '''Claims.'''  
  
−
|-
+
|-  
−
| 03:39
+
| 03:24
−
|Under '''Notices and Slips''', locate the tab '''Select a library:'''.
+
|A new page opens with a dialog box: '''No claims notice defined. Please define one.'''
−
From the drop- down, select your Library Name.
+
  
−
|-
+
Click on''' Please define one.'''  
−
| 03:48
+
−
| I will select '''Spoken Tutorial Library.'''
+
  
−
|-
+
|-  
−
|  03:53
+
|  03:35
−
| Under the tab '''Select a library:, '''click on the tab '''New notice.'''
+
| A new page '''Notices and Slips''' opens.  
  
−
|-
+
|-  
−
| 04:00
+
| 03:39
−
| A new page opens with the heading '''Add notice.'''
+
|Under '''Notices and Slips''', locate the tab '''Select a library:'''.
  
−
|-
+
From the drop- down, select your Library Name.  
−
| 04:05
+
−
| On the same page, for the section''' Library, Koha '''will, by default, choose the library name.
+
  
−
|-
+
|-  
−
| 04:12
+
| 03:49
−
| In my case, it will choose '''Spoken Tutorial Library.'''
+
| I will select '''Spoken Tutorial Library.'''  
  
−
|-
+
|-  
−
|  04:17
+
|  03:53
−
|  For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''
+
|  Under the tab '''Select a library:, '''click on the tab '''New notice.'''  
  
−
|-
+
|-  
−
| 04:24
+
| 04:00
−
| Notice that as soon as '''Claim serial issue '''is selected from the drop down,
+
| A new page opens with the heading '''Add notice.'''  
  
−
'''Koha '''auto-selects the field for '''Library '''as '''All libraries'''.
+
|-  
 +
| 04:05
 +
| On the same page, for the section''' Library, Koha '''will, by default, choose the library name.  
  
−
|-
+
|-  
−
| 04:38
+
| 04:12
−
| So, again go to the tab '''Library '''and from the drop- down select '''Spoken Tutorial Library'''.
+
| In my case, it will choose '''Spoken Tutorial Library.'''  
  
−
|-
+
|-  
−
| 04:47
+
| 04:17
−
|  Let’s move ahead.
+
|  For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''
  
−
|-
+
|-  
−
| 04:49
+
| 04:24
−
|  In the field for '''Code,''' type: '''Claim'''.
+
|  Notice that as soon as '''Claim serial issue '''is selected from the drop down,
  
−
|-
+
'''Koha '''auto-selects the field for '''Library '''as '''All libraries'''.
−
| 04:53
+
−
|  In the field for '''Name,''' type: '''Unsupplied Issues.'''
+
  
−
|-
+
|-  
−
| 04:59
+
| 04:38
−
| Next, click on the section '''Email.'''
+
| So, again go to the tab '''Library '''and from the drop- down select '''Spoken Tutorial Library'''.
  
−
|-
+
|-  
−
| 05:04
+
| 04:47
−
| In the field for '''Message subject:, '''type: '''Unsupplied Issues.'''
+
| Let’s move ahead.  
  
−
|-
+
|-  
−
| 05:11
+
| 04:49
−
| Under the section '''Message body: '''type the email to the vendor.
+
| In the field for '''Code,''' type: '''Claim'''.  
  
−
|-
+
|-  
−
| 05:17
+
| 04:53
−
| In my case, the vendor is '''Mumbai Journal Supplier.'''
+
| In the field for '''Name,''' type: '''Unsupplied Issues.'''  
  
−
|-
+
|-  
−
| 05:22
+
| 04:59
−
| I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor.
+
| Next, click on the section '''Email.'''
  
−
|-
+
|-  
−
| 05:31
+
| 05:04
−
| Next, if required you may fill in the details for '''Phone, Print '''and''' SMS.''' I will leave them blank.
+
| In the field for '''Message subject:, '''type: '''Unsupplied Issues.'''  
  
−
|-
+
|-  
−
| 05:43
+
| 05:11
−
| Next, click on '''Submit '''button at the bottom of the page.
+
| Under the section '''Message body: '''type the email to the vendor.  
  
−
|-
+
|-  
−
| 05:48
+
| 05:17
−
| A new page '''Notices and Slips '''opens.
+
| In my case, the vendor is '''Mumbai Journal Supplier.'''  
  
−
|-
+
|-  
−
| 05:52
+
| 05:22
−
| Under '''Notices and Slips, '''locate the tab '''Select a library. '''
+
| I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor.  
  
−
|-
+
|-  
−
| 05:58
+
| 05:31
−
| '''Koha '''has auto-selected the '''Spoken Tutorial Library.'''
+
| Next, if required you may fill in the details for '''Phone, Print '''and''' SMS.''' I will leave them blank.
  
−
|-
+
|-  
−
| 06:03
+
| 05:43
−
| You may select your library from the drop-down as required.
+
| Next, click on '''Submit '''button at the bottom of the page.  
  
−
|-
+
|-  
−
|  06:08
+
|  05:48
−
|On the same page, is a table with filled-in details under the following tabs:
+
| A new page '''Notices and Slips '''opens.
  
−
'''Library''',
+
|-
 +
| 05:52
 +
|  Under '''Notices and Slips, '''locate the tab '''Select a library. '''  
  
−
'''Module''',
+
|-
 +
| 05:58
 +
| '''Koha '''has auto-selected the '''Spoken Tutorial Library.'''  
  
−
'''Code''',
+
|-
 +
| 06:03
 +
| You may select your library from the drop-down as required.
  
−
'''Name''',
+
|-
 +
|  06:08
 +
|On the same page, is a table with filled-in details under the following tabs:
  
−
'''Copy notice '''and
+
'''Library''',
  
−
'''Actions'''.
+
'''Module''',
 +
 +
'''Code''',
  
−
|-
+
'''Name''',  
−
|  06:28
+
−
|Next, go back to '''Koha''' homepage. To do so, go to extreme left corner and click on '''Home. '''
+
  
−
|-
+
'''Copy notice '''and
−
| 06:39
+
−
| On the '''Koha homepage''', click on '''Serials.'''
+
  
−
|-
+
'''Actions'''.  
−
| 06:45
+
−
|  On the new page that opens, go to the left side and click on '''Claims'''.
+
  
−
|-
+
|-  
−
| 06:52
+
| 06:28
−
| On the new page, in the field for '''Vendor,''' select the required vendor from the drop-down.  
+
|Next, go back to '''Koha''' homepage. To do so, go to extreme left corner and click on '''Home. '''
  
−
|-
+
|-  
−
| 06:59
+
| 06:39
−
| As I have only one vendor for '''Journals''', I will go ahead with the vendor- '''Mumbai Journal Supplier.'''
+
| On the '''Koha homepage''', click on '''Serials.'''  
  
−
|-
+
|-  
−
|07:07
+
| 06:45
−
|Next, click on''' OK '''at the right side of the field.
+
| On the new page that opens, go to the left side and click on '''Claims'''.  
  
−
|-
+
|-  
−
| 07:13
+
| 06:51
−
| A new page with the title '''Missing issues''' opens.
+
| On the new page, in the field for '''Vendor,''' select the required vendor from the drop-down.  
  
−
|-
+
|-  
−
| 07:18
+
| 06:58
−
| On the new page, click on the check- box on the left side for '''Mumbai Journal Supplier.'''
+
| As I have only one vendor for '''Journals''', I will go ahead with the vendor- '''Mumbai Journal Supplier.'''  
  
−
|-
+
|-  
−
| 07:26
+
|07:06
−
| You may click the check-box as per your vendor.
+
|Next, click on''' OK '''at the right side of the field.  
  
−
|-
+
|-  
−
| 07:30
+
| 07:12
−
| Next, click on '''Send notification '''button at the bottom of the page.
+
| A new page with the title '''Missing issues''' opens.  
  
−
|-
+
|-  
−
| 07:37
+
| 07:17
−
| The same page re-opens and with this an email is sent to the vendor.
+
| On the new page, click on the check- box on the left side for '''Mumbai Journal Supplier.'''
  
−
|-
+
|-  
−
| 07:43
+
| 07:25
−
| Note that the email is sent from '''Koha server''' to the respective vendor.
+
| You may click the check-box as per your vendor.  
  
−
|-
+
|-  
−
| 07:49
+
| 07:29
−
|  We will now learn about '''Check expiration.'''
+
|  Next, click on '''Send notification '''button at the bottom of the page.
  
−
|-
+
|-  
−
| 07:53
+
| 07:36
−
| '''Check expiration''' is used for checking when the '''subscriptions''' are about to expire.
+
| The same page re-opens and with this an email is sent to the vendor.  
  
−
|-
+
|-  
−
| 08:00
+
| 07:42
−
| On the same page, go to the left side and click on '''Check expiration.'''
+
| Note that the email is sent from '''Koha server''' to the respective vendor.
  
−
|-
+
|-  
−
|  08:07
+
|  07:48
−
|  '''Check expiration '''page opens.
+
|  We will now learn about '''Check expiration.'''  
  
−
|-
+
|-  
−
| 08:11
+
| 07:52
−
| Now, under the section for '''Filter results,'''
+
| '''Check expiration''' is used for checking when the '''subscriptions''' are about to expire.
  
−
go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.'''
+
|-
 +
| 07:59
 +
|  On the same page, go to the left side and click on '''Check expiration.'''  
  
−
You may select your library here.
+
|-
 +
|  08:06
 +
|  '''Check expiration '''page opens.  
  
−
|-
+
|-  
−
| 08:27
+
| 08:10
−
| Next, mention the '''Expiring before. '''
+
| Now, under the section for '''Filter results,'''  
  
−
|-
+
go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.'''
−
| 08:31
+
−
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date.
+
  
−
|-
+
|-  
−
| 08:39
+
| 08:22
−
| For '''Expiring before:, '''I will enter '''01/01/2019'''.
+
|You may select your library here.  
  
−
|-
+
|-  
−
| 08:48
+
| 08:26
−
|  Now click on the '''Search '''button at the bottom of the page.
+
|  Next, mention the '''Expiring before. '''  
  
−
|-
+
|-  
−
| 08:53
+
| 08:30
−
| On the same page, a list of journals that are due to expire by''' 01/01/2019''', appear in a tabular form.
+
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date.  
  
−
|-
+
|-  
−
| 09:05
+
| 08:38
−
| We can also see the following details-
+
| For '''Expiring before:, '''I will enter '''01/01/2019'''.
  
−
'''ISSN, '''
+
|-
 +
| 08:47
 +
|  Now click on the '''Search '''button at the bottom of the page.
  
−
'''Title, '''
+
|-
 +
| 08:52
 +
|  On the same page, a list of journals that are due to expire by''' 01/01/2019''', appear in a tabular form.
 +
 +
|-
 +
| 09:04
 +
| We can also see the following details-
  
−
'''Library, '''
+
'''ISSN, '''  
  
−
'''OPAC note, '''
+
'''Title, '''  
  
−
'''Nonpublic note, '''
+
'''Library, '''  
  
−
'''Expiration date '''and
+
'''OPAC note, '''  
  
−
'''Actions'''.
+
'''Nonpublic note, '''  
  
−
|-
+
'''Expiration date '''and
−
| 09:24
+
−
|  Now, under the tab '''Actions, '''click on the button''' Renew.'''
+
  
−
|-
+
'''Actions'''.  
−
| 09:30
+
−
|  A new window with the heading '''Subscription renewal for Indian Journal of Microbiology '''opens up.
+
  
−
|-
+
|-  
−
| 09:38
+
| 09:23
−
| On this page, enter the following:
+
| Now, under the tab '''Actions, '''click on the button''' Renew.'''
  
−
For '''Start Date '''please enter the date as per your requirement.
+
|-
 +
| 09:29
 +
|  A new window with the heading '''Subscription renewal for Indian Journal of Microbiology '''opens up.  
  
−
I will enter '''01/01/2018'''.
+
|-
 +
|  09:37
 +
| On this page, enter the following:
  
−
|-
+
For '''Start Date '''please enter the date as per your requirement.
−
| 09:52
+
−
|  Next is '''Subscription length.'''
+
  
−
|-
+
I will enter '''01/01/2018'''.
−
| 09:55
+
−
| It is suggested to fill in one of the three fields, namely-
+
  
−
'''Number of num '''which means issues,
+
|-
−
'''Number of weeks '''and
+
| 09:51
−
'''Number of months. '''
+
|  Next is '''Subscription length.'''  
  
−
|-
+
|-  
−
| 10:10
+
| 09:54
−
| As my '''Journal '''is a quarterly publication, Koha by default has selected '''4 '''as '''Number of num.'''
+
| It is suggested to fill in one of the three fields, namely-
  
−
|-
+
'''Number of num '''which means issues, '''Number of weeks '''and '''Number of months. '''
−
| 10:19
+
−
| You may enter as per your requirement.
+
  
−
|-
+
|-  
−
| 10:23
+
| 10:09
−
| Leave the field '''Note for the librarian that will manage your renewal request '''as blank.
+
| As my '''Journal '''is a quarterly publication, Koha by default has selected '''4 '''as '''Number of num.'''
  
−
|-
+
|-  
−
| 10:31
+
| 10:18
−
| Next, click on the '''Submit''' button at the bottom of the page.
+
| You may enter as per your requirement.  
  
−
|-
+
|-  
−
|  10:36
+
|  10:22
 +
|  Leave the field '''Note for the librarian that will manage your renewal request '''as blank.
 +
 
 +
|-
 +
|  10:30
 +
|  Next, click on the '''Submit''' button at the bottom of the page.
 +
 
 +
|-
 +
|  10:35
 
|  A window with the message '''Subscription renewed''', appears.  
 
|  A window with the message '''Subscription renewed''', appears.  
  
−
|-
+
|-  
−
|  10:41
+
|  10:40
−
|  To close this window, go to top left corner and click on the cross mark.
+
|  To close this window, go to top left corner and click on the cross mark.  
  
−
|-
+
|-  
−
| 10:48
+
| 10:47
−
|  Again, another pop-up message appears:
+
|  Again, another pop-up message appears:  
  
−
|-
+
|-  
−
| 10:52
+
| 10:521
−
| '''To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.'''
+
| '''To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.'''  
  
−
|-
+
|-  
−
| 11:04
+
| 11:03
−
| Among the two options under this message-
+
| Among the two options under this message-  
  
−
'''Cancel '''and '''Resend''',
+
'''Cancel '''and '''Resend''',  
 
   
 
   
−
click on '''Resend'''
+
click on '''Resend'''
 +
 
 +
|-
 +
| 11:11
 +
|  We are brought to the page '''Check expiration.'''  
  
−
|-
+
|-  
−
| 11:12
+
| 11:15
−
| We are brought to the page '''Check expiration.'''
+
| Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''.
  
−
|-
+
Remember to only mention the '''Expiring date.'''  
−
| 11:16
+
−
| Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''.
+
  
−
Remember to only mention the '''Expiring date.'''
+
|-
 +
| 11:33
 +
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date.
  
−
|-
+
|-  
−
| 11:33
+
| 11:40
−
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date.
+
| Now, click '''Search '''button at the bottom of the section '''Filter results'''.  
  
−
|-
+
|-  
−
| 11:40
+
| 11:45
−
|  Now, click '''Search '''button at the bottom of the section '''Filter results'''.
+
|  On the same page, a list of journals that would be expiring before''' 01/12/2019''', appears in a tabular form.  
  
−
|-
+
|-  
−
| 11:46
+
| 11:56
−
| On the same page, a list of journals that would be expiring before''' 01/12/2019''', appears in a tabular form.
+
| We can also see the following details-
  
−
|-
+
'''ISSN, '''
−
| 11:57
+
'''Title, '''
−
| We can also see the following details-
+
'''Library, '''
 +
'''OPAC note, '''
 +
'''Nonpublic note, '''
 +
'''Expiration date '''and
 +
'''Actions'''.
  
−
'''ISSN, '''
+
|-
−
'''Title, '''
+
| 12:15
−
'''Library, '''
+
|This is how we can- create the schedule for '''Serials''' and receive them as per arrival of the''' Volume and issues.'''  
−
'''OPAC note, '''
+
−
'''Nonpublic note, '''
+
−
'''Expiration date '''and
+
−
'''Actions'''.
+
  
−
|-
+
|-  
−
| 12:16
+
| 12:25
−
|This is how we can- create the schedule for '''Serials''' and receive them as per arrival of the''' Volume and issues.'''
+
| You may now log out from the '''Koha Superlibrarian''' account.  
  
−
|-
+
|-  
−
| 12:26
+
| 12:30
−
| You may now log out from the '''Koha Superlibrarian''' account.
+
| Go to the top right corner of the '''Koha interface.''' Click on the '''Spoken Tutorial Library '''and from the drop-down, select '''Log out.'''
  
−
|-
+
|-  
−
| 12:31
+
| 12:42
−
| Go to the top right corner of the '''Koha interface.''' Click on the '''Spoken Tutorial Library '''and from the drop-down, select '''Log out.'''
+
| This brings us to the end of this tutorial.  
  
−
|-
+
|-  
−
| 12:43
+
| 12:46
−
| This brings us to the end of this tutorial.
+
| Let us summarize:
  
−
|-
+
In this tutorial, we learnt: how to receive '''Serials''',
−
| 12:47
+
−
| Let us summarize:
+
  
−
In this tutorial, we learnt:
+
|-
−
how to receive '''Serials''',
+
| 12:54
−
claim late '''Serials''',
+
|claim late '''Serials''', check '''Serials expiration''', renew '''Serials''' and search '''Serials'''.  
−
check '''Serials expiration''',
+
−
renew '''Serials''' and
+
−
search '''Serials'''.
+
  
−
|-
+
|-  
−
|  13:05
+
|  13:04
−
|  In an earlier tutorial, a new subscription for the '''Journal of Molecular Biology '''was added.
+
|  In an earlier tutorial, a new subscription for the '''Journal of Molecular Biology '''was added.  
  
−
|-
+
|-  
−
| 13:02
+
| 13:11
−
|As an assignment, renew the same subscription.
+
|As an assignment, renew the same subscription.  
  
−
|-
+
|-  
−
| 13:16
+
| 13:15
−
| 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.  
−
| 13:20
+
−
| Please download and watch it.
+
  
−
|-
+
|-  
−
| 13:23
+
| 13:22
−
| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. For more details, please write to us.
+
| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. For more details, please write to us.  
  
−
|-
+
|-  
−
| 13:32
+
| 13:31
−
|Please post your timed queries in this forum.
+
|Please post your timed queries in this forum.  
  
−
|-
+
|-  
−
| 13:36
+
| 13:35
−
|  '''Spoken Tutorial''' project is funded by '''NMEICT, MHRD''', Government of India. More information on this mission is available at this link.
+
|  '''Spoken Tutorial''' project is funded by '''NMEICT, MHRD''', Government of India. More information on this mission is available at this link.  
  
−
|-
+
|-  
−
| 13:47
+
| 13:46
−
|  This is Bella Tony from '''IIT Bombay, '''signing off. Thank you for joining.
+
|  This is Bella Tony from '''IIT Bombay, '''signing off. Thank you for joining.  
  
 
|}
 
|}

Revision as of 17:58, 11 February 2019

Time Narration
00:01 Welcome to the Spoken Tutorial on How to Receive Serials.
00:06 In this tutorial, we will learn: How to receive Serials,
00:12 Claim late Serials,

Check Serials expiration,

00:18 Renew Serials and

Search Serials.

00:23 To record this tutorial, I am using:Ubuntu Linux Operating System 16.04 and

Koha version 16.05

00:36 To follow this tutorial, you should have knowledge of Library Science.
00:41 To practice this tutorial, you should have Koha installed on your system.
00:47 And, you should also have Admin access in Koha.
00:51 Please refer to the Koha spoken tutorial series on this website for more details.
00:58 To receive Serials, let’s login to Koha as Superlibrarian Bella and her password.
01:06 On the homepage, click on Serials.
01:11 At the top of the new page, locate the field for Title.
01:17 Enter the first or any word from the title of the journal. For example, I will type Indian.
01:25 Click on Submit button at the right side of the field.
01:30 A new page Serials subscriptions opens.
01:34 This page shows the details for:

ISSN,

Title,

01:42 Notes, Library, Location, Call number, Expiration date, Actions.
01:55 Click on the tab Actions at the extreme right side of the table.
02:00 From the drop-down, select Serial receive.
02:05 Another page Serial edition Indian Journal of Microbiology opens with the table.
02:12 In this table, under the section Status, click on the drop-down and select Arrived.
02:20 Next, click on the Save button at the bottom of the page.
02:25 Another page opens with the heading: Serial collection information for Indian Journal of Microbiology.
02:33 Here, we can see the Subscription summary.
02:37 In this way, we can receive Serials.
02:41 Now, let’s learn how to Claim late Serials.
02:46 Koha can send email messages to the Serials vendors if there are late issues.
02:53 For example:

Out of 4 Serials issues, the library has received only issue numbers 1, 2 and 4.

03:05 And, issue no. 3 has not been received.
03:08 In such a case, a claim can be sent for issue no.3 that is still to be received.
03:15 To the left of the main Serials page, there is an option named 'Claims’.
03:21 Click on Claims.
03:24 A new page opens with a dialog box: No claims notice defined. Please define one.

Click on Please define one.

03:35 A new page Notices and Slips opens.
03:39 Under Notices and Slips, locate the tab Select a library:.

From the drop- down, select your Library Name.

03:49 I will select Spoken Tutorial Library.
03:53 Under the tab Select a library:, click on the tab New notice.
04:00 A new page opens with the heading Add notice.
04:05 On the same page, for the section Library, Koha will, by default, choose the library name.
04:12 In my case, it will choose Spoken Tutorial Library.
04:17 For Koha module: from the drop-down, select Claim Serial issue.
04:24 Notice that as soon as Claim serial issue is selected from the drop down,

Koha auto-selects the field for Library as All libraries.

04:38 So, again go to the tab Library and from the drop- down select Spoken Tutorial Library.
04:47 Let’s move ahead.
04:49 In the field for Code, type: Claim.
04:53 In the field for Name, type: Unsupplied Issues.
04:59 Next, click on the section Email.
05:04 In the field for Message subject:, type: Unsupplied Issues.
05:11 Under the section Message body: type the email to the vendor.
05:17 In my case, the vendor is Mumbai Journal Supplier.
05:22 I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor.
05:31 Next, if required you may fill in the details for Phone, Print and SMS. I will leave them blank.
05:43 Next, click on Submit button at the bottom of the page.
05:48 A new page Notices and Slips opens.
05:52 Under Notices and Slips, locate the tab Select a library.
05:58 Koha has auto-selected the Spoken Tutorial Library.
06:03 You may select your library from the drop-down as required.
06:08 On the same page, is a table with filled-in details under the following tabs:

Library,

Module,

Code,

Name,

Copy notice and

Actions.

06:28 Next, go back to Koha homepage. To do so, go to extreme left corner and click on Home.
06:39 On the Koha homepage, click on Serials.
06:45 On the new page that opens, go to the left side and click on Claims.
06:51 On the new page, in the field for Vendor, select the required vendor from the drop-down.
06:58 As I have only one vendor for Journals, I will go ahead with the vendor- Mumbai Journal Supplier.
07:06 Next, click on OK at the right side of the field.
07:12 A new page with the title Missing issues opens.
07:17 On the new page, click on the check- box on the left side for Mumbai Journal Supplier.
07:25 You may click the check-box as per your vendor.
07:29 Next, click on Send notification button at the bottom of the page.
07:36 The same page re-opens and with this an email is sent to the vendor.
07:42 Note that the email is sent from Koha server to the respective vendor.
07:48 We will now learn about Check expiration.
07:52 Check expiration is used for checking when the subscriptions are about to expire.
07:59 On the same page, go to the left side and click on Check expiration.
08:06 Check expiration page opens.
08:10 Now, under the section for Filter results,

go to Library: and from the drop-down, select Spoken Tutorial Library.

08:22 You may select your library here.
08:26 Next, mention the Expiring before.
08:30 This will fetch a complete list of all the Journals that would expire before that particular date.
08:38 For Expiring before:, I will enter 01/01/2019.
08:47 Now click on the Search button at the bottom of the page.
08:52 On the same page, a list of journals that are due to expire by 01/01/2019, appear in a tabular form.
09:04 We can also see the following details-

ISSN,

Title,

Library,

OPAC note,

Nonpublic note,

Expiration date and

Actions.

09:23 Now, under the tab Actions, click on the button Renew.
09:29 A new window with the heading Subscription renewal for Indian Journal of Microbiology opens up.
09:37 On this page, enter the following:

For Start Date please enter the date as per your requirement.

I will enter 01/01/2018.

09:51 Next is Subscription length.
09:54 It is suggested to fill in one of the three fields, namely-

Number of num which means issues, Number of weeks and Number of months.

10:09 As my Journal is a quarterly publication, Koha by default has selected 4 as Number of num.
10:18 You may enter as per your requirement.
10:22 Leave the field Note for the librarian that will manage your renewal request as blank.
10:30 Next, click on the Submit button at the bottom of the page.
10:35 A window with the message Subscription renewed, appears.
10:40 To close this window, go to top left corner and click on the cross mark.
10:47 Again, another pop-up message appears:
10:521 To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.
11:03 Among the two options under this message-

Cancel and Resend,

click on Resend

11:11 We are brought to the page Check expiration.
11:15 Here, under the section for Filter results, select the- Expiring before as 01/12/2019.

Remember to only mention the Expiring date.

11:33 This will fetch a complete list of all the Journals that would expire before that particular date.
11:40 Now, click Search button at the bottom of the section Filter results.
11:45 On the same page, a list of journals that would be expiring before 01/12/2019, appears in a tabular form.
11:56 We can also see the following details-

ISSN, Title, Library, OPAC note, Nonpublic note, Expiration date and Actions.

12:15 This is how we can- create the schedule for Serials and receive them as per arrival of the Volume and issues.
12:25 You may now log out from the Koha Superlibrarian account.
12:30 Go to the top right corner of the Koha interface. Click on the Spoken Tutorial Library and from the drop-down, select Log out.
12:42 This brings us to the end of this tutorial.
12:46 Let us summarize:

In this tutorial, we learnt: how to receive Serials,

12:54 claim late Serials, check Serials expiration, renew Serials and search Serials.
13:04 In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added.
13:11 As an assignment, renew the same subscription.
13:15 The video at the following link summarizes the Spoken Tutorial project.

Please download and watch it.

13:22 The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
13:31 Please post your timed queries in this forum.
13:35 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
13:46 This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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