Difference between revisions of "Koha-Library-Management-System/C2/Receive-Serials/English-timed"
Line 68: | Line 68: | ||
| 01:34 | | 01:34 | ||
| This page shows the details for: | | This page shows the details for: | ||
− | '''ISSN''', | + | '''ISSN''','''Title, ''''''Notes''','''Library''','''Location''','''Call number''','''Expiration date''','''Actions'''. |
− | '''Title, ''' | + | |
− | '''Notes''', | + | |
− | '''Library''', | + | |
− | '''Location''', | + | |
− | '''Call number''', | + | |
− | '''Expiration date''', | + | |
− | '''Actions'''. | + | |
|- | |- | ||
Line 152: | Line 145: | ||
|- | |- | ||
− | | 03: | + | | 03:49 |
| I will select '''Spoken Tutorial Library.''' | | I will select '''Spoken Tutorial Library.''' | ||
Line 266: | Line 259: | ||
|- | |- | ||
− | | 06: | + | | 06:44 |
| On the new page that opens, go to the left side and click on '''Claims'''. | | On the new page that opens, go to the left side and click on '''Claims'''. | ||
|- | |- | ||
− | | 06: | + | | 06:51 |
| On the new page, in the field for '''Vendor,''' select the required vendor from the drop-down. | | On the new page, in the field for '''Vendor,''' select the required vendor from the drop-down. | ||
|- | |- | ||
− | | 06: | + | | 06:58 |
| As I have only one vendor for '''Journals''', I will go ahead with the vendor- '''Mumbai Journal Supplier.''' | | As I have only one vendor for '''Journals''', I will go ahead with the vendor- '''Mumbai Journal Supplier.''' | ||
|- | |- | ||
− | |07: | + | |07:06 |
|Next, click on''' OK '''at the right side of the field. | |Next, click on''' OK '''at the right side of the field. | ||
|- | |- | ||
− | | 07: | + | | 07:12 |
| A new page with the title '''Missing issues''' opens. | | A new page with the title '''Missing issues''' opens. | ||
|- | |- | ||
− | | 07: | + | | 07:17 |
| On the new page, click on the check- box on the left side for '''Mumbai Journal Supplier.''' | | On the new page, click on the check- box on the left side for '''Mumbai Journal Supplier.''' | ||
|- | |- | ||
− | | 07: | + | | 07:25 |
| You may click the check-box as per your vendor. | | You may click the check-box as per your vendor. | ||
|- | |- | ||
− | | 07: | + | | 07:29 |
| Next, click on '''Send notification '''button at the bottom of the page. | | Next, click on '''Send notification '''button at the bottom of the page. | ||
|- | |- | ||
− | | 07: | + | | 07:36 |
| The same page re-opens and with this an email is sent to the vendor. | | The same page re-opens and with this an email is sent to the vendor. | ||
|- | |- | ||
− | | 07: | + | | 07:42 |
| Note that the email is sent from '''Koha server''' to the respective vendor. | | Note that the email is sent from '''Koha server''' to the respective vendor. | ||
|- | |- | ||
− | | 07: | + | | 07:48 |
| We will now learn about '''Check expiration.''' | | We will now learn about '''Check expiration.''' | ||
|- | |- | ||
− | | 07: | + | | 07:52 |
| '''Check expiration''' is used for checking when the '''subscriptions''' are about to expire. | | '''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.''' | | On the same page, go to the left side and click on '''Check expiration.''' | ||
|- | |- | ||
− | | 08: | + | | 08:06 |
| '''Check expiration '''page opens. | | '''Check expiration '''page opens. | ||
|- | |- | ||
− | | 08: | + | | 08:10 |
− | | Now, under the section for '''Filter results,''' | + | | Now, under the section for '''Filter results,''' go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.''' |
− | + | ||
− | go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.''' | + | |
You may select your library here. | You may select your library here. | ||
|- | |- | ||
− | | 08: | + | | 08:26 |
| Next, mention the '''Expiring before. ''' | | Next, mention the '''Expiring before. ''' | ||
|- | |- | ||
− | | 08: | + | | 08:30 |
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date. | | This will fetch a complete list of all the''' Journals '''that would expire before that particular date. | ||
|- | |- | ||
− | | 08: | + | | 08:38 |
| For '''Expiring before:, '''I will enter '''01/01/2019'''. | | For '''Expiring before:, '''I will enter '''01/01/2019'''. | ||
|- | |- | ||
− | | 08: | + | | 08:47 |
| Now click on the '''Search '''button at the bottom of the page. | | Now click on the '''Search '''button at the bottom of the page. | ||
|- | |- | ||
− | | 08: | + | | 08:52 |
| On the same page, a list of journals that are due to expire by''' 01/01/2019''', appear in a tabular form. | | On the same page, a list of journals that are due to expire by''' 01/01/2019''', appear in a tabular form. | ||
|- | |- | ||
− | | 09: | + | | 09:04 |
| We can also see the following details- | | We can also see the following details- | ||
Line 368: | Line 359: | ||
|- | |- | ||
− | | 09: | + | | 09:23 |
| Now, under the tab '''Actions, '''click on the button''' Renew.''' | | Now, under the tab '''Actions, '''click on the button''' Renew.''' | ||
|- | |- | ||
− | | 09: | + | | 09:29 |
| A new window with the heading '''Subscription renewal for Indian Journal of Microbiology '''opens up. | | A new window with the heading '''Subscription renewal for Indian Journal of Microbiology '''opens up. | ||
|- | |- | ||
− | | 09: | + | | 09:37 |
| On this page, enter the following: | | On this page, enter the following: | ||
Line 384: | Line 375: | ||
|- | |- | ||
− | | 09: | + | | 09:51 |
| Next is '''Subscription length.''' | | Next is '''Subscription length.''' | ||
|- | |- | ||
− | | 09: | + | | 09:54 |
| It is suggested to fill in one of the three fields, namely- | | It is suggested to fill in one of the three fields, namely- | ||
Line 396: | Line 387: | ||
|- | |- | ||
− | | 10: | + | | 10:09 |
| As my '''Journal '''is a quarterly publication, Koha by default has selected '''4 '''as '''Number of num.''' | | As my '''Journal '''is a quarterly publication, Koha by default has selected '''4 '''as '''Number of num.''' | ||
|- | |- | ||
− | | 10: | + | | 10:18 |
| You may enter as per your requirement. | | You may enter as per your requirement. | ||
|- | |- | ||
− | | 10: | + | | 10:22 |
| Leave the field '''Note for the librarian that will manage your renewal request '''as blank. | | Leave the field '''Note for the librarian that will manage your renewal request '''as blank. | ||
|- | |- | ||
− | | 10: | + | | 10:30 |
| Next, click on the '''Submit''' button at the bottom of the page. | | Next, click on the '''Submit''' button at the bottom of the page. | ||
|- | |- | ||
− | | 10: | + | | 10:35 |
| A window with the message '''Subscription renewed''', appears. | | A window with the message '''Subscription renewed''', appears. | ||
|- | |- | ||
− | | 10: | + | | 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: | + | | 10:47 |
| Again, another pop-up message appears: | | Again, another pop-up message appears: | ||
|- | |- | ||
− | | 10: | + | | 10:51 |
| '''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: | + | | 11:03 |
| Among the two options under this message- | | Among the two options under this message- | ||
Line 436: | Line 427: | ||
|- | |- | ||
− | | 11: | + | | 11:11 |
| We are brought to the page '''Check expiration.''' | | We are brought to the page '''Check expiration.''' | ||
|- | |- | ||
− | | 11: | + | | 11:15 |
| Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''. | | Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''. | ||
Line 446: | Line 437: | ||
|- | |- | ||
− | | 11: | + | | 11:32 |
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date. | | This will fetch a complete list of all the''' Journals '''that would expire before that particular date. | ||
|- | |- | ||
− | | 11: | + | | 11:39 |
| Now, click '''Search '''button at the bottom of the section '''Filter results'''. | | Now, click '''Search '''button at the bottom of the section '''Filter results'''. | ||
|- | |- | ||
− | | 11: | + | | 11:45 |
| On the same page, a list of journals that would be expiring before''' 01/12/2019''', appears in a tabular form. | | On the same page, a list of journals that would be expiring before''' 01/12/2019''', appears in a tabular form. | ||
|- | |- | ||
− | | 11: | + | | 11:56 |
| We can also see the following details- | | We can also see the following details- | ||
Line 470: | Line 461: | ||
|- | |- | ||
− | | 12: | + | | 12:15 |
|This is how we can- create the schedule for '''Serials''' and receive them as per arrival of the''' Volume and issues.''' | |This is how we can- create the schedule for '''Serials''' and receive them as per arrival of the''' Volume and issues.''' | ||
|- | |- | ||
− | | 12: | + | | 12:25 |
| You may now log out from the '''Koha Superlibrarian''' account. | | You may now log out from the '''Koha Superlibrarian''' account. | ||
|- | |- | ||
− | | 12: | + | | 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.''' | | 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: | + | | 12:42 |
| This brings us to the end of this tutorial. | | This brings us to the end of this tutorial. | ||
|- | |- | ||
− | | 12: | + | | 12:46 |
| Let us summarize: | | Let us summarize: | ||
Line 497: | Line 488: | ||
|- | |- | ||
− | | 13: | + | | 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: | + | | 13:11 |
|As an assignment, renew the same subscription. | |As an assignment, renew the same subscription. | ||
|- | |- | ||
− | | 13: | + | | 13:15 |
| The video at the following link summarizes the '''Spoken Tutorial project.''' | | The video at the following link summarizes the '''Spoken Tutorial project.''' | ||
|- | |- | ||
− | | 13: | + | | 13:19 |
| Please download and watch it. | | Please download and watch it. | ||
|- | |- | ||
− | | 13: | + | | 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: | + | | 13:31 |
|Please post your timed queries in this forum. | |Please post your timed queries in this forum. | ||
|- | |- | ||
− | | 13: | + | | 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: | + | | 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 12:13, 12 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,
Claim late Serials, Check Serials expiration, 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, '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.
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. 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. |
06:44 | 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.
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: |
10:51 | 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. |
11:32 | This will fetch a complete list of all the Journals that would expire before that particular date. |
11:39 | 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, 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. |
13:19 | 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. |