Difference between revisions of "Koha-Library-Management-System/C2/Set-Currency/English"
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Learning Objectives* How to set Currency | Learning Objectives* How to set Currency | ||
| − | |In this tutorial, we will learn-* How to '''set Currency''' in '''Koha''' | + | |In this tutorial, we will learn- |
| + | * How to '''set Currency''' in '''Koha''' | ||
|- | |- | ||
| Line 26: | Line 27: | ||
System Requirement | System Requirement | ||
| − | | To record this tutorial, I am using* '''Ubuntu Linux OS 16.04''' | + | | To record this tutorial, I am using |
| + | * '''Ubuntu Linux OS 16.04''' | ||
* '''Koha version 16.05''' | * '''Koha version 16.05''' | ||
| Line 43: | Line 45: | ||
And you should have '''Admin''' access in '''Koha.''' | And you should have '''Admin''' access in '''Koha.''' | ||
| − | Please refer to the '''Koha | + | Please refer to the '''Koha spoken tutorial '''series on this website for more details. |
|- | |- | ||
| Line 51: | Line 53: | ||
| To start with: | | To start with: | ||
| − | Login with '''Superlibrarian username | + | Login with '''Superlibrarian username Bella '''and her '''password.''' |
|- | |- | ||
| Line 67: | Line 69: | ||
|- | |- | ||
| Cursor on the table under the section- '''Currencies and exchange rates''' | | Cursor on the table under the section- '''Currencies and exchange rates''' | ||
| − | | Note that | + | | 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 ''' | + | | Now click on '''plus New currency.''' |
|- | |- | ||
| Line 91: | Line 93: | ||
|- | |- | ||
| − | | Enter* '''Rupee''' for Currency | + | | Enter |
| + | * '''Rupee''' for Currency | ||
* '''1 '''for '''Rate''' | * '''1 '''for '''Rate''' | ||
* '''₹ '''as '''Symbol''': | * '''₹ '''as '''Symbol''': | ||
| − | | Since my library is in India, I will enter* '''Rupee''' for Currency | + | | Since my library is in India, I will enter |
| + | * '''Rupee''' for Currency | ||
* '''1 '''for '''Rate '''and | * '''1 '''for '''Rate '''and | ||
| − | * The '''Rupee | + | * The '''Rupee (₹)''' symbol. |
|- | |- | ||
| Line 105: | Line 109: | ||
|- | |- | ||
| 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. | '''Last updated '''shows the date of currency setup. | ||
| Line 135: | Line 139: | ||
|- | |- | ||
| Narration only | | Narration only | ||
| − | | Let’s go back to the Koha interface | + | | 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''' | | Cursor on the '''ISO code''' | ||
| − | | Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the staging tools. | + | | 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 154: | Line 160: | ||
| − | I will click on '''Edit '''for the''' | + | I will click on '''Edit '''for the currency '''USD.''' |
|- | |- | ||
| Line 174: | Line 180: | ||
| An '''active currency '''is the main currency to use in the library. | | 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''' | + | Since my library is in '''India''', '''Rupee''' will be used as '''active currency.''' |
|- | |- | ||
| Line 206: | Line 212: | ||
Summary | Summary | ||
| − | In this tutorial we learnt-* How to set '''Currency''' | + | In this tutorial we learnt- |
| + | * How to set '''Currency''' | ||
| Let us summarize. | | Let us summarize. | ||
| − | In this tutorial we learnt-* How to set '''Currency''' | + | In this tutorial we learnt- |
| + | * How to set '''Currency''' | ||
|- | |- | ||
| Line 230: | Line 238: | ||
'''Spoken Tutorial '''workshops | '''Spoken Tutorial '''workshops | ||
| − | The '''Spoken Tutorial''' Project Team* Conducts workshops using spoken tutorials | + | The '''Spoken Tutorial''' Project Team |
| + | * 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 contact@spoken-tutorial.org | * For more details, please write to contact@spoken-tutorial.org | ||
| − | | The '''Spoken Tutorial''' Project team | + | | The '''Spoken Tutorial''' Project team conducts workshops and gives certificates. |
| − | + | ||
For more details, please write to us. | For more details, please write to us. | ||
| Line 242: | Line 250: | ||
| Slide: | | Slide: | ||
| − | Forum for specific questions* Do you have questions in THIS '''Spoken Tutorial'''? | + | Forum for specific questions |
| + | * Do you have questions in THIS '''Spoken Tutorial'''? | ||
* Please visit[http://forums.spoken-tutorial.org/] [http://forums.spoken-tutorial.org/ 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 | ||
| Line 253: | Line 262: | ||
| Slide 17 | | Slide 17 | ||
| − | Acknowledgement* '''Spoken Tutorial''' Project is a part of the '''Talk to a Teacher''' project | + | 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''' | * 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 | ||
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
| Slide 1 | Welcome to the Spoken Tutorial on Set Currency. |
| Slide 2
Learning Objectives* How to set Currency |
In this tutorial, we will learn-
|
| Slide Number 3
System Requirement |
To record this tutorial, I am using
|
| 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-
|
In the new page that opens, fill in the mandatory details like-
|
Enter
|
Since my library is in India, I will enter
|
| 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
| |
| 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.
|
| 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-
|
Let us summarize.
In this tutorial we learnt-
|
|
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
|
The Spoken Tutorial Project team conducts workshops and gives certificates.
For more details, please write to us. |
| Slide:
Forum for specific questions
|
Post your timed queries in this Forum. |
| Slide 17
Acknowledgement
|
http://spoken-tutorial.org/NMEICT-Intro
Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
|
| This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |
