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+ | |||
+ | |||
+ | Topic: '''Circulation''' | ||
+ | |||
+ | Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay | ||
+ | |||
+ | Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay | ||
+ | |||
+ | Keywords: | ||
+ | |||
+ | |||
{| border=1 | {| border=1 | ||
− | | | + | | style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center> |
− | | | + | | style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Narration'''</center> |
− | | | + | |
− | + | ||
− | + | ||
+ | |- | ||
+ | | Slide 1 | ||
'''Title ''' | '''Title ''' | ||
− | + | | Welcome to the '''Spoken Tutorial '''on '''Circulation''' | |
+ | |||
|- | |- | ||
− | | | + | | Slide Number 2 |
'''Learning Objectives''' | '''Learning Objectives''' | ||
− | | | + | | In this tutorial we will learn about- |
− | + | * '''Circulation and Fine Rules for the Patron category''' | |
− | In this tutorial we will learn about- | + | * '''Check Out (Issuing)''' |
− | * Circulation and Fine Rules for the Patron category | + | * '''Renewing''' |
− | * Check Out (Issuing) | + | * '''Check In (Returning)''' |
− | * Renewing | + | |
− | * Check In (Returning) | + | |
|- | |- | ||
− | + | | Slide 3 | |
'''System requirement''' | '''System requirement''' | ||
− | + | | 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''' | ||
|- | |- | ||
− | + | | Slide Number 4 | |
'''Pre-requisite''' | '''Pre-requisite''' | ||
− | + | | To follow this tutorial, learners should be familiar with '''Library Science.''' | |
+ | |||
|- | |- | ||
− | + | | Slide 4b | |
'''Pre-requisites''' | '''Pre-requisites''' | ||
− | |||
+ | | To practice this tutorial, | ||
* You should have '''Koha''' installed on your system. | * You should have '''Koha''' installed on your system. | ||
− | |||
* You should also have '''Admin '''access in''' Koha.''' | * You should also have '''Admin '''access in''' Koha.''' | ||
− | |||
If not, please refer to the '''Koha Spoken Tutorial''' series on this website. | If not, please refer to the '''Koha Spoken Tutorial''' series on this website. | ||
+ | |||
|- | |- | ||
− | + | | Narration only | |
− | + | | First of all we will start by defining''' Circulation '''and '''Fine Rules''' for '''Patron category.''' | |
− | ''' | + | Create a '''Patron Category''' as '''Post Graduate student '''under the '''Spoken Tutorial Library.''' |
+ | |||
Recall, all the above has been explained in an earlier tutorial in this series. | Recall, all the above has been explained in an earlier tutorial in this series. | ||
Line 62: | Line 71: | ||
|- | |- | ||
− | || | + | | Show Koha interface |
− | + | | Your '''Koha interface''' will look like this after adding the '''Patron Category''' as - | |
+ | * '''Post Graduate student''' under the '''Spoken Tutorial Library'''. | ||
+ | |||
|- | |- | ||
− | | | + | | Login with '''Superlibrarian Username Bella''' |
− | | | + | | Login with '''Superlibrarian Username Bella''' and her''' password.''' |
+ | |||
|- | |- | ||
− | | | + | | Go to''' Koha Administration''' |
− | | | + | | Go to''' Koha Administration.''' |
+ | |||
|- | |- | ||
− | | | + | | On new page, '''Patrons and circulation>>Circulation and fines rules.''' |
− | | | + | | Under the section '''Patrons and circulation, '''click on''' Circulation and fines rules.''' |
+ | |||
|- | |- | ||
− | | | + | | Cursor on '''Defining circulation and fine rules for all libraries''' |
− | | | + | | '''Defining circulation and fine rules for all libraries '''opens. |
+ | |||
|- | |- | ||
− | | | + | | Locate '''Select Library''' >> select '''Spoken Tutorial Library.''' |
− | | | + | | Locate '''Select Library''' and from the drop-down select '''Spoken Tutorial Library.''' |
+ | |||
|- | |- | ||
− | | | + | | Cursor on '''Defining circulation and fine rules for "Spoken Tutorial Library"''', |
+ | | A new page opens with the title '''Defining circulation and fine rules for "Spoken Tutorial Library"'''. | ||
− | || | + | |- |
+ | | Under the section '''Patron category, '''>> select '''Post Graduate Student''' | ||
+ | | Under the section- '''Patron category, '''from the drop-down, click on '''Post Graduate Student.''' | ||
|- | |- | ||
− | || | + | | Under the section '''Item type'''>> click on '''Book''' |
+ | | Under the section '''Item type''', from the drop down click on '''Book.''' | ||
− | || | + | |- |
+ | | '''Current checkouts allowed '''>> enter '''5''' | ||
+ | | In the field- '''Current checkouts allowed '''enter '''5.''' | ||
|- | |- | ||
− | | | + | | Point to '''Current on-site checkouts allowed''' |
+ | | I will leave '''Current on-site checkouts allowed,''' as blank. | ||
− | | | + | |- |
+ | | ''' Loan period'''>> 15 | ||
+ | | Enter '''15 '''for''' Loan period''' | ||
|- | |- | ||
− | | | + | | Point to '''For Unit''' |
− | + | | I will leave, '''For Unit,''' as it is i.e. '''Days''' | |
− | + | ||
|- | |- | ||
− | | | + | | Point to '''Hard due date''' |
+ | | Leave''' Hard due date,''' as it is | ||
− | || | + | |- |
+ | | '''Fine amount '''>> 5 | ||
+ | | Enter '''Fine amount 5 '''and | ||
|- | |- | ||
− | | | + | | ''' Fine charging interval''' >> 1 |
− | + | | Enter''' 1''' for''' Fine charging interval''' | |
− | + | ||
|- | |- | ||
− | | | + | | Point to '''When to charge ''' |
− | + | | I will leave '''When to charge '''as it is. | |
− | + | ||
|- | |- | ||
− | | | + | | Point to '''Fine grace period: ''' |
− | + | | I will leave '''Fine grace period: '''blank. | |
− | | | + | |
|- | |- | ||
− | | | + | | Point to '''Overdue fines cap (amount): ''' |
− | + | | I will leave '''Overdue fines cap (amount): '''and | |
− | | | + | |
|- | |- | ||
− | | | + | | Point to '''Cap fine at replacement price: ''' |
− | + | | '''Cap fine at replacement price: '''blank. | |
− | | | + | |
|- | |- | ||
− | | | + | | Point to '''Suspension in days (day) : ''' |
− | + | | I will also leave '''Suspension in days (day) : '''blank. | |
− | + | ||
|- | |- | ||
− | | | + | | Point to '''Maximum suspension duration (day): ''' |
− | + | | '''Maximum suspension duration (day): '''as blank. | |
− | + | ||
|- | |- | ||
− | | | + | | '''Renewals allowed (count) ''' >> 10 |
− | + | | Enter '''10 '''for '''Renewals allowed (count).''' | |
− | | | + | |
|- | |- | ||
− | | | + | | Point to '''Renewal period:''' |
− | + | | I will leave '''Renewal period: ''' | |
− | + | ||
|- | |- | ||
− | | | + | | Point to '''No renewal before:''' |
− | + | | '''No renewal before:''' blank. | |
− | + | ||
|- | |- | ||
− | | | + | | Point to ''' Automatic renewal ''' |
− | + | | For''' Automatic renewal '''I will leave as it is. | |
− | | | + | |
|- | |- | ||
− | | | + | | '''Holds allowed (count) '''>> '''5''' |
− | + | | For '''Holds allowed (count) '''enter '''5.''' | |
− | | | + | |
|- | |- | ||
− | | | + | | For '''On shelf holds allowed '''>> select''' If all unavailable'''. |
− | + | | For '''On shelf holds allowed '''from the drop down, select''' If all unavailable.''' | |
− | | | + | |
|- | |- | ||
− | | | + | | Point to''' Item level holds ''' |
− | + | | I will leave''' Item level holds '''as it is. | |
− | + | ||
|- | |- | ||
− | | | + | | Point to '''Rental discount.''' |
− | + | | Leave '''Rental discount '''as blank. | |
− | | | + | |
|- | |- | ||
− | | | + | | Cursor on''' Actions''' |
− | | | + | Click on '''Save'''. |
+ | | Next, go to the section '''Actions''' at the extreme right corner of the table and click on '''Save'''. | ||
|- | |- | ||
− | || | + | | Point to '''Defining circulation and fine rules for "Spoken Tutorial Library"''' |
+ | Cursor on entries | ||
+ | | Same page '''Defining circulation and fine rules for "Spoken Tutorial Library", '''opens again. | ||
− | + | This page contains all the entries that we just filled. | |
|- | |- | ||
− | || | + | |'''Clone these rules to: '''>> select '''Spoken Tutorial Library''' >> click on '''Clone.''' |
+ | |Next to the heading '''Select the library:''' , locate '''Clone these rules to: ''' | ||
− | + | From the dropdown select '''Spoken Tutorial Library.''' | |
− | + | Next, click on the button named as '''Clone.''' | |
− | + | ||
− | |||
− | |||
|- | |- | ||
− | | | + | |New page |
− | |||
− | |||
+ | Message box | ||
+ | |A new page with the heading- | ||
− | + | '''Cloning circulation and fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library”''' will open. | |
+ | |||
+ | A message box appears saying '''“The rules have been cloned”.''' | ||
|- | |- | ||
− | + | | Create a '''Patron '''as- '''Ms. Reena Shah''' for | |
− | + | ||
* '''checkout''' and '''checkin '''of '''Spoken Tutorial Library Items''' | * '''checkout''' and '''checkin '''of '''Spoken Tutorial Library Items''' | ||
− | | | + | | 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. |
− | |||
− | + | Recall, in an earlier tutorial while creating '''Patron '''we have''' Set permissions''' for the staff. | |
− | + | |- | |
+ | |Slide | ||
+ | |However, here do not set any '''permission''' for the '''Patron''' i.e student''' Ms. Reena Shah.''' | ||
− | |||
+ | Simply enter the required details and click on '''Save '''at the top of the page. | ||
− | |||
|- | |- | ||
− | | | + | | Logout from the '''Superlibrarian account.''' |
− | + | ||
− | + | ||
− | + | ||
+ | * Click on '''Spoken Tutorial Library '''at the top right corner. | ||
* From the drop down click on''' Log out.''' | * From the drop down click on''' Log out.''' | ||
− | + | | Now logout from the '''Superlibrarian account.''' | |
− | + | ||
− | + | ||
* Do so by clicking on '''Spoken Tutorial Library '''at the top right corner. | * Do so by clicking on '''Spoken Tutorial Library '''at the top right corner. | ||
− | |||
* From the drop down click on''' Log out.''' | * From the drop down click on''' Log out.''' | ||
|- | |- | ||
− | + | | Log as a '''Library Staff, Samruddhi''' | |
− | + | | Then, login again as '''Library Staff, Samruddhi. ''' | |
+ | |||
|- | |- | ||
− | + | | On''' Home''' page, click on '''Circulation''' | |
− | + | | Next, on the '''Home page''', click on '''Circulation.''' | |
+ | |||
|- | |- | ||
− | + | | | |
− | + | | Let us begin with '''Checkout.''' | |
+ | |||
|- | |- | ||
− | | | + | |On''' Circulation''' page |
− | + | * Click on '''Check-out''' | |
− | + | * In the field for- '''Enter patron card number or partial name''' | |
− | + | * Enter the name as '''Reena''' | |
− | * Click on '''Check-out'''* In the field for- '''Enter patron card number or partial name''' | + | * Click''' Submit '''button |
− | * Enter the name as '''Reena'''* Click''' Submit '''button | + | | On the '''Circulation '''page: |
− | + | * Click on '''Check-out '''i.e. the '''issuing '''process. | |
− | | | + | * On the page that opens, locate the field for '''Enter patron card number or partial name'''. |
− | + | * I will enter the name as '''Reena.''' | |
− | On the '''Circulation '''page: | + | * Click''' Submit '''button on the right side of the same '''search field'''. |
− | + | ||
− | * Click on '''Check-out '''i.e. | + | |
− | + | ||
− | + | ||
− | On the page that opens, locate the field for | + | |
− | + | ||
− | + | ||
− | I will enter the name as '''Reena''' | + | |
− | + | ||
− | + | ||
− | * Click''' Submit '''button on the right side of the same search field | + | |
|- | |- | ||
− | + | | In the field for: '''Checking out to Reena Shah (3)''' | |
'''Enter item Barcode:''' | '''Enter item Barcode:''' | ||
− | |||
Enter the value- '''00001.''' | Enter the value- '''00001.''' | ||
+ | | A new page opens up. | ||
− | + | In the field for: '''Checking out to Reena Shah (3) Enter item Barcode:''' | |
− | + | ||
− | + | ||
− | In the field for: '''Checking out to Reena Shah ( | + | |
− | + | ||
− | + | ||
− | + | ||
I will enter the value- '''00001 ''' | I will enter the value- '''00001 ''' | ||
+ | Recall, this '''Barcode as accession number''' was mentioned in one of the earlier tutorials. | ||
− | + | Hence, the same value will be entered''' for Check-out''' | |
− | + | ||
− | + | ||
|- | |- | ||
− | + | | Click on '''Check-out''' at the bottom of the field. | |
− | + | ||
Click on '''Show Check-out.''' | Click on '''Show Check-out.''' | ||
− | + | | Now, click on '''Check-out''' at the bottom of the field. | |
+ | Next to see the '''Check-out '''details, click on '''Show check-outs''' at the bottom of the page. | ||
− | |||
|- | |- | ||
− | + | | Narration only | |
− | + | | On the same page a table appears with all the details of the '''Checked-out item.''' | |
+ | |||
|- | |- | ||
− | | | + | | Cursor on: |
− | + | ||
− | Cursor on: | + | |
# '''Due date''' | # '''Due date''' | ||
# '''Title''' | # '''Title''' | ||
Line 327: | Line 319: | ||
# '''Checked out on''' | # '''Checked out on''' | ||
# '''Checked out from''' | # '''Checked out from''' | ||
+ | # '''Call no.''' | ||
# '''Charge''' | # '''Charge''' | ||
# '''Fine''' | # '''Fine''' | ||
Line 333: | Line 326: | ||
# '''Check in''' | # '''Check in''' | ||
− | | | + | | Details such as: |
− | + | ||
− | Details such as: | + | |
# '''Due date''' | # '''Due date''' | ||
# '''Title''' | # '''Title''' | ||
Line 342: | Line 333: | ||
# '''Checked out on''' | # '''Checked out on''' | ||
# '''Checked out from''' | # '''Checked out from''' | ||
+ | # '''Call no.''' | ||
# '''Charge''' | # '''Charge''' | ||
# '''Fine''' | # '''Fine''' | ||
Line 347: | Line 339: | ||
# '''Renew ''' | # '''Renew ''' | ||
# '''Check in''' | # '''Check in''' | ||
+ | |||
|- | |- | ||
− | + | | Cursor on '''Renew or check in selected items''' | |
− | | | + | | |
+ | *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. | ||
− | * | + | |- |
+ | | Cursor on '''Renew all''' | ||
+ | | | ||
+ | *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. | ||
|- | |- | ||
− | | | + | | Narration only |
− | + | | 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'''. | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
|- | |- | ||
− | | | + | | Click on''' Circulation''' |
− | + | | On the same page, click on''' Circulation''' at the top left corner. | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
|- | |- | ||
− | + | | Click on''' Circulation>> Renew''' | |
+ | | On the new page that opens, under''' Circulation '''click on '''Renew.''' | ||
− | |||
− | |||
|- | |- | ||
− | + | | Cursor on '''Enter item barcode ''' | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
Enter barcode '''00001''' | Enter barcode '''00001''' | ||
+ | | A new page opens. | ||
+ | In the '''field''' for, '''Enter item barcode, '''I will enter '''Barcode as accession number 00001.''' | ||
+ | |- | ||
+ | | Click on '''Submit''' | ||
+ | | Then click on '''Submit '''at the right side of the '''field'''. | ||
− | | | + | |- |
+ | | Cursor on dialog box: '''Item Renewed''' | ||
+ | | A new page opens with a dialog box '''Item Renewed.''' | ||
− | |||
− | |||
|- | |- | ||
− | + | | Click on''' Circulation''' | |
− | | | + | | Next, on the same page, click on''' Circulation''' at the top left corner. |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | |||
|- | |- | ||
− | + | | Click on '''check in''' | |
+ | | On the new page that opens, under''' Circulation''', click on '''check in.''' | ||
− | |||
− | |||
− | |||
|- | |- | ||
− | + | | Cursor on '''Enter item barcode:''' | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
Enter barcode '''00001''' | Enter barcode '''00001''' | ||
+ | | In the new page that opens, locate the field '''Enter item barcode .''' | ||
+ | I will enter''' Barcode as accession number 00001''' with which the '''item''' was '''checked out, '''earlier. | ||
+ | |- | ||
+ | | Click on '''Submit''' | ||
+ | | And click on '''Submit''' on the right side of the '''field'''. | ||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | Cursor on: |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | Cursor on: | + | |
− | + | ||
* '''Due date''' | * '''Due date''' | ||
* '''Title''' | * '''Title''' | ||
Line 445: | Line 415: | ||
* '''Note''' | * '''Note''' | ||
− | + | | A table appears having details such as- | |
− | + | # '''Due date''' | |
− | + | # '''Title''' | |
− | + | # '''Author ''' | |
− | + | # '''Barcode''' | |
− | + | # '''Home Library''' | |
− | + | # '''Holding library''' | |
− | + | # '''Shelving location''' | |
− | + | # '''Call number''' | |
− | + | # '''Type''' | |
− | + | # '''Patron '''and | |
+ | # '''Note''' | ||
+ | |||
|- | |- | ||
− | | | + | | Cursor on: |
+ | * '''Title-Industrial Microbiology,''' | ||
+ | * '''Barcode -00001 and ''' | ||
+ | * '''Patron-Shah, Reena (PG) ''' | ||
− | + | | Note the: | |
+ | * '''Title-Industrial Microbiology, ''' | ||
+ | * '''Barcode- 00001 '''and''' ''' | ||
+ | * '''Patron-Shah, Reena (PG) '''as per the details filled in earlier. | ||
− | + | |- | |
+ | | Narration Only | ||
+ | | With this we complete''' Circulation.''' | ||
− | + | |- | |
+ | | Narration only | ||
+ | | Now log out from the '''Library staff '''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.''' | |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | + | | Slide | |
'''Summary''' | '''Summary''' | ||
In this tutorial, we learnt about: | In this tutorial, we learnt about: | ||
− | |||
* Circulation and Fine Rules for the Patron category | * Circulation and Fine Rules for the Patron category | ||
− | + | * Check Out (Issue) | |
− | * Check Out ( | + | |
− | + | ||
* Renewing | * Renewing | ||
+ | * Check In (Return) | ||
− | + | | Let us summarize. | |
− | + | ||
− | + | ||
− | + | ||
In this tutorial, we learnt about: | In this tutorial, we learnt about: | ||
− | + | '''* Circulation and Fine Rules for the Patron category''' | |
− | * Circulation and Fine Rules for the Patron category | + | * '''Check Out (Issuing)''' |
− | + | ||
− | * Check Out (Issuing) | + | |
− | + | ||
* Renewing | * Renewing | ||
− | + | * '''Check In (Returning)''' | |
− | * Check In (Returning) | + | |
|- | |- | ||
− | + | | Assignment: | |
− | + | ||
− | + | ||
Issue another book to the '''Patron Ms. Reena Shah''' | Issue another book to the '''Patron Ms. Reena Shah''' | ||
− | | | + | | Assignment: |
+ | Issue another book to the '''Patron Ms. Reena Shah.''' | ||
− | + | |- | |
− | + | |Slide: | |
− | |- | + | |
− | + | ||
− | + | ||
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 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 summarizes the '''Spoken Tutorial project.''' | |
− | + | ||
− | + | ||
Please download and watch it. | Please download and watch it. | ||
− | + | |- | |
− | |- | + | | Slide: |
− | + | ||
− | + | ||
'''Spoken Tutorial''' workshops | '''Spoken Tutorial''' workshops | ||
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 [about:blank http://contact@spoken-tutorial.org] | * For more details, please write to [about:blank http://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 | Forum for specific questions | ||
− | | | + | | Please post your timed queries in this forum. |
− | + | |- | |
− | |- | + | | Slide: |
− | + | ||
− | + | ||
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 | ||
+ | * [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. | ||
− | |||
− | |||
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− | | | + | | This is Bella Tony from '''IIT Bombay '''signing off. |
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Latest revision as of 16:40, 21 February 2019
Topic: Circulation
Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:
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Slide 1
Title |
Welcome to the Spoken Tutorial on Circulation |
Slide Number 2
Learning Objectives |
In this tutorial we will learn about-
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Slide 3
System requirement |
To record this tutorial, I am using
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Slide Number 4
Pre-requisite |
To follow this tutorial, learners should be familiar with Library Science. |
Slide 4b
Pre-requisites
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To practice this tutorial,
If not, please refer to the Koha Spoken Tutorial series on this website. |
Narration only | First of all we will start by defining Circulation and Fine Rules for Patron category.
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Show Koha interface | Your Koha interface will look like this after adding the Patron Category as -
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Login with Superlibrarian Username Bella | Login with Superlibrarian Username Bella and her password. |
Go to Koha Administration | Go to Koha Administration. |
On new page, Patrons and circulation>>Circulation and fines rules. | Under the section Patrons and circulation, click on Circulation and fines rules. |
Cursor on Defining circulation and fine rules for all libraries | Defining circulation and fine rules for all libraries opens. |
Locate Select Library >> select Spoken Tutorial Library. | Locate Select Library and from the drop-down select Spoken Tutorial Library. |
Cursor on Defining circulation and fine rules for "Spoken Tutorial Library", | A new page opens with the title Defining circulation and fine rules for "Spoken Tutorial Library". |
Under the section Patron category, >> select Post Graduate Student | Under the section- Patron category, from the drop-down, click on Post Graduate Student. |
Under the section Item type>> click on Book | Under the section Item type, from the drop down click on Book. |
Current checkouts allowed >> enter 5 | In the field- Current checkouts allowed enter 5. |
Point to Current on-site checkouts allowed | I will leave Current on-site checkouts allowed, as blank. |
Loan period>> 15 | Enter 15 for Loan period |
Point to For Unit | I will leave, For Unit, as it is i.e. Days |
Point to Hard due date | Leave Hard due date, as it is |
Fine amount >> 5 | Enter Fine amount 5 and |
Fine charging interval >> 1 | Enter 1 for Fine charging interval |
Point to When to charge | I will leave When to charge as it is. |
Point to Fine grace period: | I will leave Fine grace period: blank. |
Point to Overdue fines cap (amount): | I will leave Overdue fines cap (amount): and |
Point to Cap fine at replacement price: | Cap fine at replacement price: blank. |
Point to Suspension in days (day) : | I will also leave Suspension in days (day) : blank. |
Point to Maximum suspension duration (day): | Maximum suspension duration (day): as blank. |
Renewals allowed (count) >> 10 | Enter 10 for Renewals allowed (count). |
Point to Renewal period: | I will leave Renewal period: |
Point to No renewal before: | No renewal before: blank. |
Point to Automatic renewal | For Automatic renewal I will leave as it is. |
Holds allowed (count) >> 5 | For Holds allowed (count) enter 5. |
For On shelf holds allowed >> select If all unavailable. | For On shelf holds allowed from the drop down, select If all unavailable. |
Point to Item level holds | I will leave Item level holds as it is. |
Point to Rental discount. | Leave Rental discount as blank. |
Cursor on Actions
Click on Save. |
Next, go to the section Actions at the extreme right corner of the table and click on Save. |
Point to Defining circulation and fine rules for "Spoken Tutorial Library"
Cursor on entries |
Same page Defining circulation and fine rules for "Spoken Tutorial Library", opens again.
This page contains all the entries that we just filled. |
Clone these rules to: >> select Spoken Tutorial Library >> click on Clone. | Next to the heading Select the library: , locate Clone these rules to:
From the dropdown select Spoken Tutorial Library. Next, click on the button named as Clone. |
New page
Message box |
A new page with the heading-
Cloning circulation and fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library” will open. A message box appears saying “The rules have been cloned”. |
Create a Patron as- Ms. Reena Shah for
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Now, create a Patron Ms. Reena Shah, as Post-Graduate student for checkout and checkin of Spoken Tutorial Library Items such as-
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Slide | However, here do not set any permission for the Patron i.e student Ms. Reena Shah.
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Logout from the Superlibrarian account.
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Now logout from the Superlibrarian account.
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Log as a Library Staff, Samruddhi | Then, login again as Library Staff, Samruddhi. |
On Home page, click on Circulation | Next, on the Home page, click on Circulation. |
Let us begin with Checkout. | |
On Circulation page
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On the Circulation page:
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In the field for: Checking out to Reena Shah (3)
Enter item Barcode: Enter the value- 00001. |
A new page opens up.
In the field for: Checking out to Reena Shah (3) Enter item Barcode: I will enter the value- 00001 Recall, this Barcode as accession number was mentioned in one of the earlier tutorials. Hence, the same value will be entered for Check-out |
Click on Check-out at the bottom of the field.
Click on Show Check-out. |
Now, click on Check-out at the bottom of the field.
Next to see the Check-out details, click on Show check-outs at the bottom of the page. |
Narration only | On the same page a table appears with all the details of the Checked-out item. |
Cursor on:
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Details such as:
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Cursor on Renew or check in selected items |
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Cursor on Renew all |
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Narration only | 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. |
Click on Circulation | On the same page, click on Circulation at the top left corner. |
Click on Circulation>> Renew | On the new page that opens, under Circulation click on Renew. |
Cursor on Enter item barcode
Enter barcode 00001 |
A new page opens.
In the field for, Enter item barcode, I will enter Barcode as accession number 00001. |
Click on Submit | Then click on Submit at the right side of the field. |
Cursor on dialog box: Item Renewed | A new page opens with a dialog box Item Renewed. |
Click on Circulation | Next, on the same page, click on Circulation at the top left corner. |
Click on check in | On the new page that opens, under Circulation, click on check in. |
Cursor on Enter item barcode:
Enter barcode 00001 |
In the new page that opens, locate the field Enter item barcode .
I will enter Barcode as accession number 00001 with which the item was checked out, earlier. |
Click on Submit | And click on Submit on the right side of the field. |
Cursor on:
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A table appears having details such as-
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Cursor on:
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Note the:
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Narration Only | With this we complete Circulation. |
Narration only | Now log out from the Library staff 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.
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Slide
Summary In this tutorial, we learnt about:
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Let us summarize.
In this tutorial, we learnt about: * Circulation and Fine Rules for the Patron category
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Assignment:
Issue another book to the Patron Ms. Reena Shah |
Assignment:
Issue another book to the Patron Ms. Reena Shah. |
Slide:
About Spoken Tutorial project
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The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it. |
Slide:
Spoken Tutorial workshops The Spoken Tutorial Project Team
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The Spoken Tutorial Project Team conducts workshops and gives certificates.
For more details, please write to us. |
Slide:
Forum for specific questions |
Please post your timed queries in this forum. |
Slide:
Acknowledgement
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Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
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This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |