Difference between revisions of "Koha-Library-Management-System/C2/Set-Currency/English"

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 +
Topic: '''Set Currency'''
  
 +
Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
  
 +
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
  
−
{| Border=1
+
Keywords: Currency, Indian, Rupee, Library, ISO, Active
 +
 
 +
 
 +
{| border = 1
 +
|<center>'''Visual Cue'''</center>
 +
|<center>'''Narration'''</center>
  
−
| <center>'''Visual Cue'''</center>
 
−
| <center>'''Narration'''</center>
 
 
|-
 
|-
 
| Slide 1
 
| Slide 1
 
| Welcome to the''' Spoken Tutorial '''on''' Set Currency. '''
 
| Welcome to the''' Spoken Tutorial '''on''' Set Currency. '''
 +
 
|-
 
|-
 
| Slide 2
 
| Slide 2
−
Learning Objectives
 
  
−
In this tutorial, we will learn-
+
Learning Objectives* How to set Currency
−
 
+
|In this tutorial, we will learn-
−
'''How to set Currency in Koha'''
+
* How to '''set Currency''' in '''Koha'''
−
 
+
−
| In this tutorial, we will learn-
+
−
 
+
−
'''How to set Currency in Koha'''
+
  
 
|-
 
|-
 
| Slide Number 3
 
| Slide Number 3
  
−
'''System Requirement'''
+
System Requirement
 
| To record this tutorial, I am using
 
| To record this tutorial, I am using
−
 
+
* '''Ubuntu Linux OS 16.04'''
−
'''Ubuntu Linux OS 16.04'''
+
* '''Koha version 16.05'''
−
 
+
−
'''Koha version 16.05'''
+
  
 
|-
 
|-
Line 35: Line 35:
  
 
Pre-requisites
 
Pre-requisites
−
| To follow this tutorial, learners should have knowledge of '''Library Science.'''
+
| To follow this tutorial, you should have knowledge of '''Library Science.'''
 +
 
 
|-
 
|-
 
| Slide 4b
 
| Slide 4b
  
 
Pre-requisites
 
Pre-requisites
 +
| To practice this tutorial, you should have '''Koha '''installed on your system.
  
−
| To practice this tutorial,
+
And you should have '''Admin''' access in '''Koha.'''
  
−
You should have '''Koha '''installed on your system.
+
Please refer to the '''Koha spoken tutorial '''series on this website for more details.
  
−
And you should also have '''Admin''' access in '''Koha.'''
 
−
 
−
Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
 
 
|-
 
|-
 
| Show''' Koha''' interface
 
| Show''' Koha''' interface
Line 54: Line 53:
 
| To start with:
 
| To start with:
  
−
Login with '''Superlibrarian username''' '''Bella '''and her '''password.'''
+
Login with '''Superlibrarian username Bella '''and her '''password.'''
 +
 
 
|-
 
|-
 
| Click on''' Koha Administration'''
 
| Click on''' Koha Administration'''
Line 61: Line 61:
 
|-
 
|-
 
| Show the new page
 
| Show the new page
−
| A new page opens up
+
| A new page opens up.
  
 
|-
 
|-
Line 68: Line 68:
  
 
|-
 
|-
−
| Cursor on the table under the section-  
+
| Cursor on the table under the section- '''Currencies and exchange rates'''
−
'''Currencies and exchange rates'''
+
| Note that this data is not updated automatically.
−
| Note that- this data is not updated automatically.
+
  
 
Therefore, it is important to update the data.
 
Therefore, it is important to update the data.
  
−
This will also help to keep the correct accounting details.
+
This will also help to keep the correct '''accounting''' details.
 +
 
 
|-
 
|-
 
| Click on''' + New currency'''
 
| Click on''' + New currency'''
−
| Now click on '''+ New currency.'''
+
| Now click on '''plus New currency.'''
  
−
|-  
+
|-
−
| Cursor on new page- '''New currency'''
+
| Cursor on new page- New currency
  
 
Cursor on-
 
Cursor on-
−
#'''Currency:'''
+
# '''Currency:'''
−
#'''Rate:'''
+
# '''Rate:'''
−
#'''Symbol:'''
+
# '''Symbol:'''
−
 
+
 
| In the new page that opens, fill in the mandatory details like-
 
| In the new page that opens, fill in the mandatory details like-
  
−
#'''Currency:'''
+
# '''Currency:'''
−
#'''Rate: '''and
+
# '''Rate: '''and
−
#'''Symbol: '''
+
# '''Symbol: '''
  
 
|-
 
|-
 
| Enter
 
| Enter
 
* '''Rupee''' for Currency
 
* '''Rupee''' for Currency
−
*'''1 '''for '''Rate'''
+
* '''1 '''for '''Rate'''
−
*'''₹ '''as '''Symbol'''
+
* '''₹ '''as '''Symbol''':
  
 
| Since my library is in India, I will enter
 
| Since my library is in India, I will enter
 
* '''Rupee''' for Currency
 
* '''Rupee''' for Currency
−
* '''1 '''for '''Rate'''
+
* '''1 '''for '''Rate '''and
−
* '''₹ '''as '''Symbol''':
+
* The '''Rupee (₹)''' symbol.
  
 
|-
 
|-
−
| Cursor on '''ISO code''':
+
| Cursor on ISO code:
 
| Next, enter the''' ISO code''': as '''INR.'''
 
| Next, enter the''' ISO code''': as '''INR.'''
  
 
|-
 
|-
 
| Cursor on the checkbox for '''Last updated Active:'''
 
| Cursor on the checkbox for '''Last updated Active:'''
−
| To '''activate the currency''', click the checkbox.
+
| To activate the currency, click the checkbox.
 +
 
 +
'''Last updated '''shows the date of currency setup.
  
 
|-
 
|-
 
| Click '''Submit'''
 
| Click '''Submit'''
−
| Click on '''Submit '''button at the bottom of the page
+
| Click on '''Submit '''button at the bottom of the page.
  
 
|-
 
|-
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|-
 
|-
−
|Assignment slide
+
| Slide
−
Set a new currency as:
+
−
*'''CAD'''
+
−
*'''EUR'''
+
−
*'''GBP'''
+
−
*'''USD'''
+
  
−
Don't make any of these currencies as '''Active'''
+
'''Assignment:'''
−
|Assignment for currency.
+
  
−
Set a new currency as....
+
Set any currency as per your requirement but do not make it 'Active'
 +
| '''Assignment:'''
  
 +
Set any currency as per your requirement but do not make it 'Active'
 +
 +
|-
 +
| Narration only
 +
| Let’s go back to the '''Koha interface.'''
 
|-
 
|-
 
|  
 
|  
 
| On the same page click on the tab-''' Column visibility.'''
 
| On the same page click on the tab-''' Column visibility.'''
  
−
*From the options, click on the tab '''ISO code'''
+
From the options, click on the tab '''ISO code'''
−
* The '''ISO '''column for''' Rupee '''appears in the table.
+
  
−
|-
 
−
| Cursor on the '''ISO code'''
 
  
−
| Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the staging tools.
+
The '''ISO '''column for''' Rupee '''appears in the table.
  
 +
|-
 +
| Cursor on the '''ISO code'''
 +
| Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the '''staging''' tools.
  
 
The tool will attempt to find and use the price of the currently active currency.
 
The tool will attempt to find and use the price of the currently active currency.
Line 156: Line 157:
 
|-
 
|-
 
| Click on edit for the''' Currency USD'''
 
| Click on edit for the''' Currency USD'''
 +
| To edit the '''Currency, '''click on''' Edit''' option for that particular '''Currency.'''
  
−
| To edit the '''Currency, '''click on''' Edit''' option for that particular currency.
 
  
 
I will click on '''Edit '''for the currency '''USD.'''
 
I will click on '''Edit '''for the currency '''USD.'''
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|-
 
|-
−
|  
+
| Cursor on '''‘Active’'''
 +
| Note that:
 +
 
 +
I will not click in the checkbox for the field '''‘Active’'''
 +
 
 +
|-
 +
|Cursor on '''check (tick mark)'''
 +
| An '''active currency '''is the main currency to use in the library.
 +
 
 +
Since my library is in '''India''', '''Rupee''' will be used as '''active currency.'''
 +
 
 +
|-
 +
| Click on '''Submit '''at the bottom of the page.
 
| Next, click on '''Submit '''at the bottom of the page.
 
| Next, click on '''Submit '''at the bottom of the page.
  
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Cursor on '''check (tick mark)'''
 
Cursor on '''check (tick mark)'''
 
| The same page '''Currencies and exchange rates '''re-opens.
 
| The same page '''Currencies and exchange rates '''re-opens.
−
 
−
Note that:
 
−
 
−
Under the tab '''Active, '''a''' checkmark''' appears for '''USD''' in the table
 
  
 
|-
 
|-
−
|  
+
|Narration only
−
 
+
|Now log out from your '''Koha Superlibrarian''' account.
−
Cursor on check (tick mark)
+
−
 
+
−
| An '''active currency '''is the main currency to be used in the library.
+
−
 
+
−
 
+
−
Since my '''library''' is in '''India, Rupee''' will be used as '''active currency'''
+
  
 
|-
 
|-
−
| Narration only
+
|Go to the top right corner, click on''' Spoken Tutorial Library'''
−
| Now log out from your '''Koha Superlibrarian''' account.
+
−
 
+
−
|-
+
−
| Go to the top right corner, click on''' Spoken Tutorial Library'''
+
  
 
Select''' Log out'''
 
Select''' Log out'''
−
| To do so, first go to the top right corner, click on''' Spoken Tutorial Library. '''
+
|To do so, first go to the top right corner, click on''' Spoken Tutorial Library. '''
  
 
Then from the drop-down, select''' Log out.'''
 
Then from the drop-down, select''' Log out.'''
Line 213: Line 212:
  
 
Summary
 
Summary
−
 
 
In this tutorial we learnt-
 
In this tutorial we learnt-
 
* How to set '''Currency'''
 
* How to set '''Currency'''
−
 
 
| Let us summarize.
 
| Let us summarize.
  
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* How to set '''Currency'''
 
* How to set '''Currency'''
  
−
|-  
+
|-
 
|  
 
|  
  
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About '''Spoken Tutorial '''project
 
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]
−
* Watch the video available at 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 summarises the '''Spoken Tutorial''' project.
 
| The video at the following link summarises the '''Spoken Tutorial''' project.
  
 
Please download and watch it.
 
Please download and watch it.
  
−
|-  
+
|-
 
| Slide:
 
| Slide:
  
Line 242: Line 239:
  
 
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 http://contact@spoken-tutorial.org
+
* For more details, please write to contact@spoken-tutorial.org
−
|
+
−
The '''Spoken Tutorial''' Project team:
+
−
* conducts workshops and
+
−
* gives certificates.
+
  
 +
| The '''Spoken Tutorial''' Project team conducts workshops and 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
−
 
 
* Do you have questions in THIS '''Spoken Tutorial'''?
 
* Do you have questions in THIS '''Spoken Tutorial'''?
−
* Please visit http://forums.spoken-tutorial.org/
+
* Please visit[http://forums.spoken-tutorial.org/] [http://forums.spoken-tutorial.org/ http://forums.spoken-tutorial.org]
 
* Choose the minute and second where you have the question
 
* Choose the minute and second where you have the question
 
* Explain your question briefly
 
* Explain your question briefly
 
* Someone from our team will answer them
 
* Someone from our team will answer them
  
−
|Post your timed queries in this Forum.
+
| Post your timed queries in this Forum.
  
−
|-  
+
|-
 
| Slide 17
 
| Slide 17
  
 
Acknowledgement
 
Acknowledgement
−
 
 
* '''Spoken Tutorial''' Project is a part of the '''Talk to a Teacher''' project
 
* '''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'''
 
* It is supported by the '''National Mission on Education''' through '''ICT, MHRD, Government of India'''
 
* More information on this Mission is available at
 
* More information on this Mission is available at
−
* http://spoken-tutorial.org/NMEICT-Intro 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.
 
−
|-
 
 
|}
 
|}

Latest revision as of 16:38, 21 February 2019

Topic: Set Currency

Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay

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

Keywords: Currency, Indian, Rupee, Library, ISO, Active


Visual Cue
Narration
Slide 1 Welcome to the Spoken Tutorial on Set Currency.
Slide 2

Learning Objectives* How to set Currency

In this tutorial, we will learn-
  • How to set Currency in Koha
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, you should have knowledge of Library Science.
Slide 4b

Pre-requisites

To practice this tutorial, you should have Koha installed on your system.

And you should have Admin access in Koha.

Please refer to the Koha spoken tutorial series on this website for more details.

Show Koha interface

Login as Username Bella and password as library

To start with:

Login with Superlibrarian username Bella and her password.

Click on Koha Administration Then click on Koha Administration.
Show the new page A new page opens up.
Cursor on Acquisition parameters>> Currencies Under the section Acquisition parameters, click on Currencies and exchange rates.
Cursor on the table under the section- Currencies and exchange rates Note that this data is not updated automatically.

Therefore, it is important to update the data.

This will also help to keep the correct accounting details.

Click on + New currency Now click on plus New currency.
Cursor on new page- New currency

Cursor on-

  1. Currency:
  2. Rate:
  3. Symbol:
In the new page that opens, fill in the mandatory details like-
  1. Currency:
  2. Rate: and
  3. Symbol:
Enter
  • Rupee for Currency
  • 1 for Rate
  • ₹ as Symbol:
Since my library is in India, I will enter
  • Rupee for Currency
  • 1 for Rate and
  • The Rupee (₹) symbol.
Cursor on ISO code: Next, enter the ISO code: as INR.
Cursor on the checkbox for Last updated Active: To activate the currency, click the checkbox.

Last updated shows the date of currency setup.

Click Submit Click on Submit button at the bottom of the page.
Cursor on Currency-

Cursor on Rupee

Cursor on Edit

In the new page that opens, under the tab Currency, the details for Rupee appears.

If the need be, the same can be edited as well.

Slide

Assignment:

Set any currency as per your requirement but do not make it 'Active'

Assignment:

Set any currency as per your requirement but do not make it 'Active'

Narration only Let’s go back to the Koha interface.
On the same page click on the tab- Column visibility.

From the options, click on the tab ISO code


The ISO column for Rupee appears in the table.

Cursor on the ISO code Remember that the entered ISO code will be used when importing MARC files via the staging tools.

The tool will attempt to find and use the price of the currently active currency.

Click on edit for the Currency USD To edit the Currency, click on Edit option for that particular Currency.


I will click on Edit for the currency USD.

Cursor on Modify currency Modify currency page opens up.

You may change the value of Rate and Symbol.

I will leave it as they are.

Cursor on ‘Active’ Note that:

I will not click in the checkbox for the field ‘Active’

Cursor on check (tick mark) An active currency is the main currency to use in the library.

Since my library is in India, Rupee will be used as active currency.

Click on Submit at the bottom of the page. Next, click on Submit at the bottom of the page.
Cursor on Currencies and exchange rates

Cursor on check (tick mark)

The same page Currencies and exchange rates re-opens.
Narration only Now log out from your Koha Superlibrarian account.
Go to the top right corner, click on Spoken Tutorial Library

Select Log out

To do so, first go to the top right corner, click on Spoken Tutorial Library.

Then from the drop-down, select Log out.

Narration only This brings us to the end of this tutorial.
Slide

Summary In this tutorial we learnt-

  • How to set Currency
Let us summarize.

In this tutorial we learnt-

  • How to set Currency

Slide

About Spoken Tutorial project

The video at the following link summarises the Spoken Tutorial project.

Please download and watch it.

Slide:

Spoken Tutorial workshops

The Spoken Tutorial Project Team

  • Conducts workshops using spoken tutorials
  • Gives certificates for those who pass an online test
  • For more details, please write to contact@spoken-tutorial.org
The Spoken Tutorial Project team conducts workshops and gives certificates.

For more details, please write to us.

Slide:

Forum for specific questions

  • Do you have questions in THIS Spoken Tutorial?
  • Please visit[1] http://forums.spoken-tutorial.org
  • Choose the minute and second where you have the question
  • Explain your question briefly
  • Someone from our team will answer them
Post your timed queries in this Forum.
Slide 17

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
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

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