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

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(Created page with "{| Border=1 |- | align=center| '''Visual cue''' | align=center| '''Narration''' |- || Title Slide || Welcome to the '''Spoken Tutorial''' on '''How to a Receive Serials.'''...")
 
m (Protected "Koha-Library-Management-System/C2/Receive-Serials/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)))
 
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−
{| Border=1
+
Title: '''How to Receive Serials?'''
−
|-
+
−
| align=center| '''Visual cue'''
+
−
| align=center| '''Narration'''
+
−
|-
+
−
|| Title Slide
+
−
|| Welcome to the '''Spoken Tutorial''' on '''How to a Receive Serials.'''
+
  
−
|-
+
Contributor: Bella Tony, IIT Bombay
−
|| Slide Number 2
+
  
−
'''Learning Objectives'''
+
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
−
||
+
  
−
In this tutorial we will learn:
+
Keywords:  
  
−
# How to receive Serials
+
 
−
# Claim late Serials
+
{|border=1
−
# Check Serials expiration
+
|  <center>'''Visual cue'''</center>
−
# Renew Serials
+
|  <center>'''Narration'''</center>
−
# Search Serials
+
  
 
|-
 
|-
−
|| Slide Number 3
+
| Title Slide
 +
|  Welcome to the '''Spoken Tutorial''' on '''How to Receive Serials.'''
  
−
'''System Requirement'''
+
|-
−
|| To record this tutorial, I am using
+
|  '''Learning Objectives'''
 +
| In this tutorial we will learn:
 +
# How to receive '''Serials'''
 +
# Claim late '''Serials'''
 +
# Check '''Serials expiration'''
 +
# Renew '''Serials'''
 +
# Search '''Serials'''
  
 +
|-
 +
| Slide Number 3
 +
 +
'''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 4a
+
| Slide 4a
−
 
+
−
'''Pre-requisites'''
+
−
|| To follow this tutorial, you should have knowledge of '''Library Science.'''
+
−
|-
+
−
|| Slide 4b
+
  
 
'''Pre-requisites'''
 
'''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.
+
| To practice this tutorial, you should have '''Koha '''installed on your system.
  
 
And you should have '''Admin''' access in '''Koha.'''
 
And you should have '''Admin''' access in '''Koha.'''
  
−
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.
−
|-
+
−
|| Log into '''Koha '''as '''Superlibrarian Bella '''and her '''password'''
+
−
|| To receive''' Serials,''' let’s login to '''Koha '''as Added-
+
  
−
Alternately, you may login as a Patron who has Serial control rights
+
|-
 +
| Log into '''Koha '''as '''Superlibrarian Bella '''
 +
| To receive''' Serials,''' let’s login to '''Koha '''as '''Superlibrarian Bella '''and her password'''.'''
  
−
Alternately, you may login as a '''Patron''' who has '''Serials control''' rights.
+
|-
 +
|  On the '''Koha''' homepage, click on '''Serials'''
 +
|  On '''Koha homepage''', click on '''Serials.'''
  
−
I will login as '''Superlibrarian.'''
+
|-
−
|-  
+
| Cursor on '''Title'''
−
|| On the '''Koha''' homepage, click on '''Serials'''
+
−
|| On the '''Koha homepage''', click on '''Serials.'''
+
−
|-
+
−
|| Cursor on '''Title'''
+
−
I will type, '''Microbiology'''
+
  
−
|| At the top of the new page, locate the field for''' Title.'''
+
I will type, '''Microbiology'''
 +
| At the top of the new page, locate the field for''' Title.'''
  
 
Enter the first or any word from the title of the '''journal.'''
 
Enter the first or any word from the title of the '''journal.'''
  
−
For example, I will type '''Microbiology.'''
+
For example, I will type '''Indian.'''
−
|-
+
−
|| Click on '''Submit '''
+
−
|| Click on '''Submit''' button at the right side of the field.
+
  
−
|-  
+
|-
−
|| Cursor on '''Serials subscriptions, '''
+
| Click on '''Submit '''
−
|| A new page, '''Serials subscriptions, '''opens
+
| Click on '''Submit''' button at the right side of the field.
  
−
|-  
+
|-
−
|| Cursor on
+
| Cursor on '''Serials subscriptions, '''
 +
|  A new page '''Serials subscriptions, '''opens.
  
 +
|-
 +
|  Cursor on
 
* '''ISSN'''
 
* '''ISSN'''
 
* '''Title '''
 
* '''Title '''
Line 88: Line 86:
 
* '''Actions'''
 
* '''Actions'''
  
−
|| This page shows the details for:* '''ISSN'''
+
| This page shows the details for:
 +
* '''ISSN'''
 
* '''Title '''
 
* '''Title '''
 
* '''Notes'''
 
* '''Notes'''
Line 96: Line 95:
 
* '''Expiration date'''
 
* '''Expiration date'''
 
* '''Actions'''
 
* '''Actions'''
−
|-  
+
 
−
|| Click on the tab '''Actions '''and from the drop down select '''Serials receive'''
+
|-
−
|| Click on the tab '''Actions''' at the extreme right side of the table.
+
| Click on the tab '''Actions '''>> select '''Serials receive'''
 +
| Click on the tab '''Actions''' at the extreme right side of the table.
  
 
From the drop-down, select '''Serial receive.'''
 
From the drop-down, select '''Serial receive.'''
−
|-  
+
 
−
|| Another page, '''Serial edition Indian Journal of Microbiology (On Display)''', opens with the table
+
|-
−
|| Another page, '''Serial edition Indian Journal of Microbiology (On Display)''', opens with the table.
+
| '''Serial edition Indian Journal of Microbiology''' opens with the table
−
|-  
+
| Another page '''Serial edition Indian Journal of Microbiology''' opens with the table.
−
|| Cursor on '''Status '''
+
 
 +
|-
 +
| Cursor on '''Status '''
  
 
From the drop down select''' Arrived'''
 
From the drop down select''' Arrived'''
 +
|  In this table, under the section '''Status, '''click on the drop-down and select''' Arrived.'''
  
−
|| In this table, under the section '''Status, '''click on''' '''the drop-down and select''' Arrived.'''
+
|-
−
|-
+
| Click on '''Save '''
−
|| Click on '''Save '''
+
| Next click on the '''Save '''button at the bottom of the page.
−
|| Next click on the '''Save '''button at the bottom of the page.
+
 
−
|-  
+
|-
−
|| Cursor on
+
| Cursor on
  
−
* '''Serial collection information for Indian Journal of Microbiology (On Display),'''  
+
* '''Serial collection information for Indian Journal of Microbiology'''
 
* With the '''Subscription summary'''
 
* With the '''Subscription summary'''
 +
|  Another page opens with the heading
  
−
|| Another page opens with the heading
+
* '''Serial collection information for Indian Journal of Microbiology '''
−
 
+
−
* '''Serial collection information for Indian Journal of Microbiology (On Display).'''
+
  
 
Here we can see the '''Subscription summary.'''
 
Here we can see the '''Subscription summary.'''
  
−
|-  
+
|-
−
|| Narration only
+
| Narration only
−
|| In this way, we can receive '''Serials'''.
+
| In this way, we can receive '''Serials'''.
  
−
|-  
+
|-
−
|| Narration Only
+
| Narration Only
−
|| Now, let’s learn how to '''Claim late Serials.'''
+
| Now, let’s learn how to '''Claim late Serials.'''
−
|-
+
−
|| Narration only
+
−
|| '''Koha''' can send email messages to the '''Serials vendors''' if there are late issues.
+
−
|-
+
−
|| '''Slide'''
+
−
Example-
+
  
−
Out of '''4 Serials issues''', the library has received-
+
|-
 +
|  Narration only
 +
|  '''Koha''' can send email messages to the '''Serials vendors''' if there are late issues.
  
 +
|-
 +
|  '''Slide'''
 +
 +
Example--
 +
 +
Out of '''4 Serials issues''', the library has received-
 
* Only issue numbers 1, 2 and 4
 
* Only issue numbers 1, 2 and 4
 
* And issue no. 3 has not been received
 
* And issue no. 3 has not been received
−
 
  
 
In such a case, a claim can be sent for issue no.3 that is still to be received.
 
In such a case, a claim can be sent for issue no.3 that is still to be received.
−
|| Say for example:
+
| For example:
  
 
Out of '''4 Serials issues''', the library has received-
 
Out of '''4 Serials issues''', the library has received-
Line 153: Line 156:
  
 
In such a case, a claim can be sent for issue no.3 that is still to be received.
 
In such a case, a claim can be sent for issue no.3 that is still to be received.
−
|-
+
 
−
|| Click on '''Home'''>>'''Serials'''
+
|-
−
|| To send a claim for a issue, click on the '''Homepage '''and '''Serials.'''
+
| Cursor on '''Claims'''
−
|-  
+
| To the left of the main '''Serials''' page, there is an option named ''''Claims’.'''
−
|| Cursor on '''Claims'''
+
 
−
|| To the left of the main '''Serials''' page, there is an option named ''''Claims’.'''
+
|-
−
|-  
+
| Click on '''Claims'''
−
|| Click on '''Claims'''
+
| Click on '''Claims.'''
−
|| Click on '''Claims.'''
+
 
−
|-  
+
|-
−
|| Cursor on '''No claims notice defined. Please define one.'''
+
| Cursor on '''No claims notice defined. Please define one.'''
  
 
Click on''' Please define one.'''
 
Click on''' Please define one.'''
−
|| A new page opens with a dialog box:
+
| A new page opens with a dialog box:
  
 
'''No claims notice defined. Please define one.'''
 
'''No claims notice defined. Please define one.'''
  
 
Click on''' Please define one.'''
 
Click on''' Please define one.'''
−
|-  
+
 
−
|| Cursor on '''Notices and Slips''',  
+
|-
−
|| A new page '''Notices and Slips''' opens.
+
| Cursor on '''Notices and Slips''',  
−
|-  
+
| A new page '''Notices and Slips''' opens.
−
|| Under '''Notices and Slips''', locate the tab '''Select a library:'''
+
 
 +
|-
 +
| Under '''Notices and Slips''', locate the tab '''Select a library:'''
  
 
From the drop down select- '''Spoken Tutorial Library'''
 
From the drop down select- '''Spoken Tutorial Library'''
−
|| Under '''Notices and Slips''', locate the tab '''Select a library:'''
+
| Under '''Notices and Slips''', locate the tab '''Select a library:'''
  
 
From the drop-down select your library name.  
 
From the drop-down select your library name.  
  
 
I will select '''Spoken Tutorial Library.'''
 
I will select '''Spoken Tutorial Library.'''
−
|-  
+
 
−
|| Under the tab '''Select a library: >> '''click on the tab '''New notice'''
+
|-
−
|| Under the tab '''Select a library:, '''click on the tab '''New notice.'''
+
| Under the tab '''Select a library: >> '''click on the tab '''New notice'''
−
|-  
+
| Under the tab '''Select a library:, '''click on the tab '''New notice.'''
−
|| Cursor on '''Add notice'''
+
 
 +
|-
 +
| Cursor on '''Add notice'''
  
 
Cursor on''' Library'''
 
Cursor on''' Library'''
−
|| A new page opens with the heading '''Add notice.'''
+
| A new page opens with the heading '''Add notice.'''
 +
 
 +
On the same page, for the section''' Library, Koha '''will by default choose the library name.
  
−
On the same page, for the section''' Library, Koha '''will by default choose the''' '''library name.
 
 
In my case, it will choose '''Spoken Tutorial Library.'''
 
In my case, it will choose '''Spoken Tutorial Library.'''
−
|-
 
−
|| For '''Koha module''': from the drop down select '''Claim Serial issue'''
 
−
|| For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''
 
−
|-
 
−
|| In the field for '''Code''': type '''CLAIM'''
 
−
|| In the field for '''Code''': type '''CLAIM.'''
 
−
|-
 
−
|| In the field for '''Name''': type '''Unsupplied Issues'''
 
−
|| In the field for '''Name''': type '''Unsupplied Issues.'''
 
−
|-
 
−
|| Click on '''Email'''
 
  
 +
|-
 +
|  For '''Koha module''': >> select '''Claim Serial issue'''
 +
|  For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''
 +
 +
|-
 +
|  Go to the tab '''Library '''>> select '''Spoken Tutorial Library'''
 +
|  Notice that, as soon as '''Claim serial issue '''is selected from the drop down-
 +
 +
'''Koha '''auto-selects the field for '''Library '''as '''All libraries'''.
 +
 +
 +
So again go to the tab '''Library '''and from the drop down select '''Spoken Tutorial Library'''.
 +
 +
|-
 +
|  Narration only
 +
|  Let’s move ahead.
 +
 +
|-
 +
|  In  '''Code''': type '''Claim'''
 +
|  In the field for '''Code''': type '''Claim'''
 +
 +
|-
 +
|  In '''Name''': type '''Unsupplied Issues'''
 +
|  In the field for '''Name''': type '''Unsupplied Issues.'''
 +
 +
|-
 +
|  Click on '''Email'''
  
 
In the field for '''Message subject: >> '''Type '''Unsupplied Issues'''
 
In the field for '''Message subject: >> '''Type '''Unsupplied Issues'''
−
|| Next, click on the section '''Email.'''
+
| Next, click on the section '''Email.'''
  
 
In the field for '''Message subject:, '''type '''Unsupplied Issues.'''
 
In the field for '''Message subject:, '''type '''Unsupplied Issues.'''
−
|-  
+
 
−
|| Cursor on '''Message body: >> '''Type the email as:
+
|-
 +
| Cursor on '''Message body: >> '''Type the email as:
  
 
Subject: Awaiting '''Journal issues'''
 
Subject: Awaiting '''Journal issues'''
Line 221: Line 246:
  
 
However, if it has been supplied please confirm with the proof of invoice.
 
However, if it has been supplied please confirm with the proof of invoice.
−
|| Under the section '''Message body: '''type the '''email '''to the '''vendor.'''
+
| Under the section '''Message body: '''type the '''email '''to the '''vendor.'''
  
 
In my case''', '''the vendor is '''Mumbai Journal Supplier.'''
 
In my case''', '''the vendor is '''Mumbai Journal Supplier.'''
 +
 
I have written a short email to my vendor.
 
I have written a short email to my vendor.
  
−
You may pause the video and write an email to your library’s vendor'''.'''
+
You may pause the video and write an email to your library’s vendor.
−
|-
+
−
|| Cursor on '''Phone, Print, SMS.'''
+
  
−
|| Next, if required you may fill in the details for '''Phone, Print '''and''' SMS.'''
+
|-
 +
| Cursor on '''Phone, Print, SMS.'''
 +
|  Next, if required you may fill in the details for '''Phone, Print '''and''' SMS.'''
  
−
Next, if required you may fill in the details for Phone, Print, SMS
+
I will leave them blank.
  
−
I will leave them blank
+
|-
−
|-  
+
| Click on '''Submit '''
−
|| Click on '''Submit '''
+
| Next, click on '''Submit '''button at the bottom of the page.
−
|| Next, click on '''Submit '''button at the bottom of the page.
+
 
−
|-  
+
|-
−
|| Cursor on '''Notices and Slips '''
+
| Cursor on '''Notices and Slips '''
−
|| A new page '''Notices and Slips '''opens.
+
| A new page '''Notices and Slips '''opens.
−
|-  
+
 
−
|| Cursor on '''Notices and Slips'''
+
|-
 +
| Cursor on '''Notices and Slips'''
  
 
Cursor on '''Select a library'''
 
Cursor on '''Select a library'''
−
|| Under '''Notices and Slips '''locate the tab '''Select a library''', from the drop down select your library.
+
| Under '''Notices and Slips '''locate the tab '''Select a library. '''
  
 +
'''Koha '''has auto-selected the '''Spoken Tutorial Library.'''
  
−
|-  
+
You may select your library from the drop-down as required.
−
|| Cursor on:
+
 
 +
|-
 +
| Cursor on:
  
 
'''Library'''
 
'''Library'''
Line 262: Line 292:
  
 
'''Actions'''
 
'''Actions'''
−
|| On the same page, a table appears with filled-in details under the following tabs:
+
| On the same page, is a table with filled-in details under the following tabs:
−
 
+
  
 
'''Library'''
 
'''Library'''
Line 273: Line 302:
 
'''Name'''
 
'''Name'''
  
−
'''Copy notice'''
+
'''Copy notice '''and
  
 
'''Actions'''
 
'''Actions'''
−
|-
 
−
|| On '''Koha''' homepage, click on '''Serials.'''
 
  
−
Now click on''' Claims.'''
+
|-
−
|| Next, go back to '''Koha''' homepage, and click on '''Serials.'''
+
| Next, go back to '''Koha homepage'''.
  
−
Now click on''' Claims.'''
+
| Next, go back to '''Koha''' homepage.
−
|-
+
−
|| In the field for '''Vendor,''' from the drop down select, '''Mumbai Journal Supplier'''
+
  
−
Next, click on''' Ok '''at the right side of the field
+
To do so go to extreme left corner and click on '''Home '''
−
|| In the field for '''Vendor,''' select the required vendor from the drop-down.
+
  
−
As I have only one vendor, I will go ahead with the vendor- '''Mumbai Journal Supplier.'''
+
|-
 +
|  '''Koha '''homepage >> click on '''Serials.'''
 +
|  On the '''Koha '''homepage click on '''Serials.'''
  
 +
|-
 +
|  Click on '''Claims'''
 +
|  On the new page that opens, go to the left side and click on '''Claims'''
  
−
Next, click on''' Ok '''at the right side of the field.
+
|-
−
|-
+
|  In '''Vendor,''' >> select, '''Mumbai Journal Supplier'''
−
|| Cursor on''' Missing issues''' opens.
+
  
−
Click the check box on the left side''' '''for '''Mumbai Journal Supplier.'''
 
  
−
|| A new page with title '''Missing issues''' opens.
+
| On the new page, in the field for '''Vendor,''' select the required vendor from the drop-down.  
  
−
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.'''
  
−
You may click the check box as per your''' '''vendor.
+
|-
−
|-  
+
|Next, click on''' Ok.'''
−
|| Click on the button '''Send notification'''
+
|Next, click on''' Ok '''at the right side of the field.
−
|| Next, click on '''Send notification '''button at the bottom of the page.
+
−
|-
+
−
|| Cursor on same page
+
−
|| The same page re-opens and with this an email is sent to the vendor.
+
  
 +
|-
 +
|  Cursor on''' Missing issues''' opens.
  
−
Note that the email is sent from '''Koha '''server to the respective vendor.
+
Click the check-box for '''Mumbai Journal Supplier.'''
−
|-
+
| A new page with title '''Missing issues''' opens.
−
|| Narration only
+
−
|| We will now learn about '''Check expiration.'''
+
−
|-
+
−
|| Narration only
+
  
−
|| '''Check expiration''' is used for checking when the subscriptions are about to expire.
+
On the new page, click on the check box on the left side for '''Mumbai Journal Supplier.'''
  
−
|-
+
You may click the check-box as per your vendor.
−
|| On the '''Koha''' homepage, click on '''Serials.'''
+
  
−
Now, click on '''Check expiration'''
+
|-
−
|| On the '''Koha''' homepage, click on '''Serials '''and then on '''Check expiration.'''
+
|  Click on the button '''Send notification'''
−
|-
+
| Next, click on '''Send notification '''button at the bottom of the page.
−
|| On the page '''Check expiration,''' under the section for '''Filter results-'''
+
  
−
Go to '''Library:''' from the drop down select '''Spoken Tutorial Library '''
+
|-
 +
|  Cursor on same page
 +
|  The same page re-opens and with this an email is sent to the vendor.
  
−
Remember to only mention the '''Expiring date:'''
+
Note that the email is sent from '''Koha server''' to the respective vendor.
−
'''Expiring before: '''fill the date as '''01/01/2019'''
+
 
 +
|-
 +
|  Narration only
 +
|  We will now learn about '''Check expiration.'''
 +
 
 +
|-
 +
|  Narration only
 +
|  '''Check expiration''' is used for checking when the '''subscriptions''' are about to expire.
 +
 
 +
|-
 +
|  Click on '''Check expiration.'''
 +
|  On the same page, go to the left side and click on '''Check expiration.'''
 +
 
 +
|-
 +
|  Cursor on '''Check expiration'''
 +
|  '''Check expiration '''page opens.
 +
 
 +
|-
 +
|  On the page '''Check expiration,''' under the section for '''Filter results-'''
  
−
|| Now''',''' under the section for '''Filter results,'''
+
Go to '''Library:''' from the drop down select '''Spoken Tutorial Library'''.
 +
|  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.
  
−
Remember to only mention the '''Expiring before: '''
+
|-
 +
|  Cursor on
 +
 
 +
'''Expiring before:'''
 +
 
 +
Fill the date as '''01/01/2019'''
 +
|  Next, mention the '''Expiring before: '''
  
 
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.
  
 
For '''Expiring before: '''I will enter '''01/01/2019'''
 
For '''Expiring before: '''I will enter '''01/01/2019'''
−
|-  
+
 
−
|| Click '''Search'''
+
|-
−
|| Now click on the '''Search '''button at the bottom of the page.
+
| Click '''Search'''
−
|-  
+
| Now click on the '''Search '''button at the bottom of the page.
−
|| Cursor on the list of all the '''journals'''
+
 
 +
|-
 +
| Cursor on the list of all the '''journals'''
  
 
Cursor on  
 
Cursor on  
Line 364: Line 413:
  
 
'''Actions'''
 
'''Actions'''
−
|| 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.
  
 
We can also see the following details-
 
We can also see the following details-
 +
 
'''ISSN '''
 
'''ISSN '''
  
Line 377: Line 427:
 
'''Nonpublic note '''
 
'''Nonpublic note '''
  
−
'''Expiration date '''
+
'''Expiration date '''and
  
 
'''Actions'''
 
'''Actions'''
−
|-  
+
 
−
|| Cursor on '''Actions >> '''Click on the button''' Renew'''
+
|-
−
|| Now under the tab '''Actions, '''click on the button''' Renew.'''
+
| Cursor on '''Actions >> '''Click on the button''' Renew'''
−
|-  
+
| Now under the tab '''Actions, '''click on the button''' Renew.'''
−
|| Cursor on '''Subscription renewal for Indian Journal of Microbiology'''
+
 
−
|| A new window with the heading, '''Subscription renewal for Indian Journal of Microbiology, '''opens up.
+
|-
−
|-  
+
| Cursor on '''Subscription renewal for Indian Journal of Microbiology'''
−
|| Cursor on '''Start Date'''
+
| A new window with the heading, '''Subscription renewal for Indian Journal of Microbiology, '''opens up.
 +
 
 +
|-
 +
| Cursor on '''Start Date'''
  
 
Enter- '''01/01/2018'''
 
Enter- '''01/01/2018'''
−
|| On this page enter the following:
+
| On this page enter the following:
  
−
For '''Start Date- '''please enter the date as per your requirement.
+
For '''Start Date '''please enter the date as per your requirement.
  
 +
I will enter '''01/01/2018'''
  
−
I will enter- '''01/01/2018'''
+
|-
−
|-  
+
| Cursor on '''Subscription length'''
−
|| Cursor on '''Subscription length'''
+
  
 
Cursor on
 
Cursor on
−
 
+
# '''Number of num '''which means issues
−
# '''Number of num (i.e. issues)'''
+
 
# '''Number of weeks'''
 
# '''Number of weeks'''
 
# '''Number of months '''
 
# '''Number of months '''
  
 
Enter '''4 '''for '''Number of months '''
 
Enter '''4 '''for '''Number of months '''
−
 
+
| Next is '''Subscription length.'''
−
|| Next is '''Subscription length.'''
+
  
 
It is suggested to fill in one of the three fields, namely-
 
It is suggested to fill in one of the three fields, namely-
  
−
# '''Number of num (i.e. issues)'''
+
# '''Number of num '''which means issues
−
# '''Number of weeks'''
+
# '''Number of weeks '''and
 
# '''Number of months '''
 
# '''Number of months '''
  
−
As my '''Journal '''is a '''quarterly publication''', '''Koha '''by default has selected '''4 '''as '''Number of num (i.e. issues)'''
+
As my '''Journal '''is a '''quarterly publication, Koha '''by default has selected '''4 '''as '''Number of num.'''
  
 
You may enter as per your requirement.
 
You may enter as per your requirement.
−
|-  
+
 
−
|| Cursor on '''Note for the librarian that will manage your renewal request:, '''blank  
+
|-
−
|| Leave the field- '''Note for the librarian that will manage your renewal request '''as blank.
+
| Cursor on '''Note for the librarian that will manage your renewal request: '''blank.
−
|-  
+
| Leave the field '''Note for the librarian that will manage your renewal request '''as blank.
−
|| Click on '''Submit'''  
+
 
−
|| Next, click on the '''Submit''' at the bottom of the page.
+
|-
−
|-  
+
| Click on '''Submit'''  
−
|| Cursor on '''Check expiration'''
+
| Next, click on the '''Submit''' button at the bottom of the page.
 +
 
 +
|-
 +
| Cursor on '''Subscription renewed'''
 +
|  A window with the message '''Subscription renewed''', appears.
 +
 
 +
|-
 +
|  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.
 +
 
 +
|-
 +
|  Cursor on the message:
 +
 
 +
'''To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.'''
 +
|  Again, another pop-up message appears:
 +
 
 +
'''To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.'''
 +
 
 +
Among the two options under this message
 +
 
 +
*'''Cancel '''
 +
*'''Resend'''
 +
 +
Click on '''Resend'''
 +
 
 +
|-
 +
| Cursor on '''Check expiration'''
  
 
Cursor on select '''Expiration date '''as '''01/12/2019'''
 
Cursor on select '''Expiration date '''as '''01/12/2019'''
−
|| We are brought to the page '''Check expiration.'''
+
| We are brought to the page '''Check expiration.'''
  
−
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'''
  
 
Remember to only mention the '''Expiring date.'''
 
Remember to only mention the '''Expiring date.'''
  
 
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.
−
|-  
+
 
−
|| Click '''Search'''
+
|-
−
|| Now, click '''Search '''button at the bottom of the section '''Filter results'''.
+
| Click '''Search'''
−
|-  
+
| Now, click '''Search '''button at the bottom of the section '''Filter results'''.
−
|| Cursor on the journal  
+
 
 +
|-
 +
| Cursor on the journal  
  
 
Cursor on:
 
Cursor on:
 +
 
# '''ISSN '''
 
# '''ISSN '''
 
# '''Title '''
 
# '''Title '''
Line 449: Line 529:
 
# '''Expiration date '''
 
# '''Expiration date '''
 
# '''Actions'''
 
# '''Actions'''
−
 
+
| 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.
+
  
 
We can also see the following details-
 
We can also see the following details-
Line 459: Line 538:
 
# '''OPAC note '''
 
# '''OPAC note '''
 
# '''Nonpublic note '''
 
# '''Nonpublic note '''
−
# '''Expiration date '''
+
# '''Expiration date '''and
 
# '''Actions'''
 
# '''Actions'''
  
 
|-
 
|-
−
| | Narration only
+
| Narration only
−
| | This is how we can-
+
| This is how we can-
−
 
+
 
* create the schedule for '''Serials''' and  
 
* create the schedule for '''Serials''' and  
 
* receive them as per arrival of the''' Volume and issues.'''
 
* receive them as per arrival of the''' Volume and issues.'''
  
 
|-
 
|-
−
| | Narration only
+
| Narration only
−
| | You may now log out from the '''Koha Superlibrarian''' account.
+
| You may now log out from the '''Koha Superlibrarian''' account.
 +
 
 
|-
 
|-
−
| | Go to the top right corner of the''' Koha interface.'''
+
| Go to the top right corner of the''' Koha interface.'''
  
 +
Click on the '''Spoken Tutorial Library '''>> 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.'''
 
Click on the '''Spoken Tutorial Library '''and from the drop down select '''Log out.'''
−
| | Go to the top right corner of the '''Koha interface.'''
 
  
 +
|-
 +
|  This brings us to the end of this tutorial.
 +
|  This brings us to the end of this tutorial.
  
−
Click on the '''Spoken Tutorial Library '''and from the drop down select '''Log out.'''
+
|-
−
|-  
+
| '''Summary'''
−
|| This brings us to the end of this tutorial.
+
−
|| This brings us to the end of this tutorial.
+
−
|-
+
−
|| '''Summary'''-
+
  
  
 
In this tutorial we learnt:
 
In this tutorial we learnt:
−
 
+
# How to receive '''Serials'''
−
# How to receive Serials
+
# Claim late '''Serials'''
−
# Claim late Serials
+
# Check '''Serials expiration'''
−
# Check Serials expiration
+
# Renew '''Serials'''
−
# Renew Serials
+
# Search '''Serials'''
−
# Search Serials
+
| Let us summarize:
−
 
+
−
 
+
−
|| Let us summarize:
+
  
 
In this tutorial we learnt:
 
In this tutorial we learnt:
 +
# How to receive '''Serials'''
 +
# Claim late '''Serials'''
 +
# Check '''Serials expiration'''
 +
# Renew '''Serials'''
 +
# Search '''Serials'''
  
−
# How to receive Serials
+
|-
−
# Claim late Serials
+
| '''Assignment'''
−
# Check Serials expiration
+
−
# Renew Serials
+
−
# Search Serials
+
−
 
+
−
|-  
+
−
|| '''Assignment'''
+
−
 
+
  
 
* 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
−
* As an assignment- Renew the same subscription
 
  
−
|| '''Assignment'''
+
* As an assignment- Renew the same subscription.
 +
| '''Assignment'''
  
 +
* 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.
 
 
* As an assignment, renew the same subscription.
 
* As an assignment, renew the same subscription.
  
−
 
+
|-
−
|-  
+
| Slide:
−
|| 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.'''
−
 
+
−
|| The video at the following link summarizes the '''Spoken Tutorial project.'''
+
  
 
Please download and watch it.
 
Please download and watch it.
  
−
|-  
+
|-
−
|| Slide:
+
| Slide:
  
 
'''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 [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.
  
−
The''' Spoken Tutorial Project''' Team:
+
For more details, please write to us.
  
−
* conducts workshops and
 
−
* gives certificates.
 
−
 
−
For more details, please write to us.
 
 
|-
 
|-
−
| | Slide:
+
| Slide:
  
 
Forum for specific questions
 
Forum for specific questions
−
| | Please post your timed queries in this forum.
+
|Please post your timed queries in this forum.
  
−
|-  
+
|-
−
|| Slide:
+
| 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
Line 569: Line 635:
 
* [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.
  
 +
|-
 +
|
 +
|  This is Bella Tony from '''IIT Bombay '''signing off.
  
−
More information on this mission is available at
+
Thank you for joining.
  
−
this link.
 
−
|-
 
−
||
 
−
|| This is Bella Tony from '''IIT Bombay '''signing off.
 
−
 
−
Thank you for joining.
 
−
|-
 
 
|}
 
|}

Latest revision as of 16:41, 21 February 2019

Title: How to Receive Serials?

Contributor: Bella Tony, IIT Bombay

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

Keywords:


Visual cue
Narration
Title Slide Welcome to the Spoken Tutorial on How to Receive Serials.
Learning Objectives In this tutorial we will learn:
  1. How to receive Serials
  2. Claim late Serials
  3. Check Serials expiration
  4. Renew Serials
  5. Search Serials
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.

Log into Koha as Superlibrarian Bella To receive Serials, let’s login to Koha as Superlibrarian Bella and her password.
On the Koha homepage, click on Serials On Koha homepage, click on Serials.
Cursor on Title

I will type, Microbiology

At the top of the new page, locate the field for Title.

Enter the first or any word from the title of the journal.

For example, I will type Indian.

Click on Submit Click on Submit button at the right side of the field.
Cursor on Serials subscriptions, A new page Serials subscriptions, opens.
Cursor on
  • ISSN
  • Title
  • Notes
  • Library
  • Location
  • Call number
  • Expiration date
  • Actions
This page shows the details for:
  • ISSN
  • Title
  • Notes
  • Library
  • Location
  • Call number
  • Expiration date
  • Actions
Click on the tab Actions >> select Serials receive Click on the tab Actions at the extreme right side of the table.

From the drop-down, select Serial receive.

Serial edition Indian Journal of Microbiology opens with the table Another page Serial edition Indian Journal of Microbiology opens with the table.
Cursor on Status

From the drop down select Arrived

In this table, under the section Status, click on the drop-down and select Arrived.
Click on Save Next click on the Save button at the bottom of the page.
Cursor on
  • Serial collection information for Indian Journal of Microbiology
  • With the Subscription summary
Another page opens with the heading
  • Serial collection information for Indian Journal of Microbiology

Here we can see the Subscription summary.

Narration only In this way, we can receive Serials.
Narration Only Now, let’s learn how to Claim late Serials.
Narration only Koha can send email messages to the Serials vendors if there are late issues.
Slide

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

In such a case, a claim can be sent for issue no.3 that is still to be received.

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

In such a case, a claim can be sent for issue no.3 that is still to be received.

Cursor on Claims To the left of the main Serials page, there is an option named 'Claims’.
Click on Claims Click on Claims.
Cursor on No claims notice defined. Please define one.

Click on Please define one.

A new page opens with a dialog box:

No claims notice defined. Please define one.

Click on Please define one.

Cursor on Notices and Slips, A new page Notices and Slips opens.
Under Notices and Slips, locate the tab Select a library:

From the drop down select- Spoken Tutorial Library

Under Notices and Slips, locate the tab Select a library:

From the drop-down select your library name.

I will select Spoken Tutorial Library.

Under the tab Select a library: >> click on the tab New notice Under the tab Select a library:, click on the tab New notice.
Cursor on Add notice

Cursor on Library

A new page opens with the heading Add notice.

On the same page, for the section Library, Koha will by default choose the library name.

In my case, it will choose Spoken Tutorial Library.

For Koha module: >> select Claim Serial issue For Koha module: from the drop-down, select Claim Serial issue.
Go to the tab Library >> select Spoken Tutorial Library Notice that, as soon as Claim serial issue is selected from the drop down-

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


So again go to the tab Library and from the drop down select Spoken Tutorial Library.

Narration only Let’s move ahead.
In Code: type Claim In the field for Code: type Claim
In Name: type Unsupplied Issues In the field for Name: type Unsupplied Issues.
Click on Email

In the field for Message subject: >> Type Unsupplied Issues

Next, click on the section Email.

In the field for Message subject:, type Unsupplied Issues.

Cursor on Message body: >> Type the email as:

Subject: Awaiting Journal issues

Dear Sir/Madam,

Following Journal issues have not been received by the Spoken Tutorial Library.

However, if it has been supplied please confirm with the proof of invoice.

Under the section Message body: type the email to the vendor.

In my case, the vendor is Mumbai Journal Supplier.

I have written a short email to my vendor.

You may pause the video and write an email to your library’s vendor.

Cursor on Phone, Print, SMS. Next, if required you may fill in the details for Phone, Print and SMS.

I will leave them blank.

Click on Submit Next, click on Submit button at the bottom of the page.
Cursor on Notices and Slips A new page Notices and Slips opens.
Cursor on Notices and Slips

Cursor on Select a library

Under Notices and Slips locate the tab Select a library.

Koha has auto-selected the Spoken Tutorial Library.

You may select your library from the drop-down as required.

Cursor on:

Library

Module

Code

Name

Copy notice

Actions

On the same page, is a table with filled-in details under the following tabs:

Library

Module

Code

Name

Copy notice and

Actions

Next, go back to Koha homepage. Next, go back to Koha homepage.

To do so go to extreme left corner and click on Home

Koha homepage >> click on Serials. On the Koha homepage click on Serials.
Click on Claims On the new page that opens, go to the left side and click on Claims
In Vendor, >> select, Mumbai Journal Supplier


On the new page, in the field for Vendor, select the required vendor from the drop-down.

As I have only one vendor for Journals, I will go ahead with the vendor- Mumbai Journal Supplier.

Next, click on Ok. Next, click on Ok at the right side of the field.
Cursor on Missing issues opens.

Click the check-box for Mumbai Journal Supplier.

A new page with title Missing issues opens.

On the new page, click on the check box on the left side for Mumbai Journal Supplier.

You may click the check-box as per your vendor.

Click on the button Send notification Next, click on Send notification button at the bottom of the page.
Cursor on same page The same page re-opens and with this an email is sent to the vendor.

Note that the email is sent from Koha server to the respective vendor.

Narration only We will now learn about Check expiration.
Narration only Check expiration is used for checking when the subscriptions are about to expire.
Click on Check expiration. On the same page, go to the left side and click on Check expiration.
Cursor on Check expiration Check expiration page opens.
On the page Check expiration, under the section for Filter results-

Go to Library: from the drop down select Spoken Tutorial Library.

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.

Cursor on

Expiring before:

Fill the date as 01/01/2019

Next, mention the Expiring before:

This will fetch a complete list of all the Journals that would expire before that particular date.

For Expiring before: I will enter 01/01/2019

Click Search Now click on the Search button at the bottom of the page.
Cursor on the list of all the journals

Cursor on

ISSN

Title

Library

OPAC note

Nonpublic note

Expiration date

Actions

On the same page, a list of journals that are due to expire by 01/01/2019, appear in a tabular form.

We can also see the following details-

ISSN

Title

Library

OPAC note

Nonpublic note

Expiration date and

Actions

Cursor on Actions >> Click on the button Renew Now under the tab Actions, click on the button Renew.
Cursor on Subscription renewal for Indian Journal of Microbiology A new window with the heading, Subscription renewal for Indian Journal of Microbiology, opens up.
Cursor on Start Date

Enter- 01/01/2018

On this page enter the following:

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

I will enter 01/01/2018

Cursor on Subscription length

Cursor on

  1. Number of num which means issues
  2. Number of weeks
  3. Number of months

Enter 4 for Number of months

Next is Subscription length.

It is suggested to fill in one of the three fields, namely-

  1. Number of num which means issues
  2. Number of weeks and
  3. Number of months

As my Journal is a quarterly publication, Koha by default has selected 4 as Number of num.

You may enter as per your requirement.

Cursor on Note for the librarian that will manage your renewal request: blank. Leave the field Note for the librarian that will manage your renewal request as blank.
Click on Submit Next, click on the Submit button at the bottom of the page.
Cursor on Subscription renewed A window with the message Subscription renewed, appears.
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.
Cursor on the message:

To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.

Again, another pop-up message appears:

To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.

Among the two options under this message

  • Cancel
  • Resend

Click on Resend

Cursor on Check expiration

Cursor on select Expiration date as 01/12/2019

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.

This will fetch a complete list of all the Journals that would expire before that particular date.

Click Search Now, click Search button at the bottom of the section Filter results.
Cursor on the journal

Cursor on:

  1. ISSN
  2. Title
  3. Library
  4. OPAC note
  5. Nonpublic note
  6. Expiration date
  7. Actions
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-

  1. ISSN
  2. Title
  3. Library
  4. OPAC note
  5. Nonpublic note
  6. Expiration date and
  7. Actions
Narration only This is how we can-
  • create the schedule for Serials and
  • receive them as per arrival of the Volume and issues.
Narration only 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 >> 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.

This brings us to the end of this tutorial. This brings us to the end of this tutorial.
Summary


In this tutorial we learnt:

  1. How to receive Serials
  2. Claim late Serials
  3. Check Serials expiration
  4. Renew Serials
  5. Search Serials
Let us summarize:

In this tutorial we learnt:

  1. How to receive Serials
  2. Claim late Serials
  3. Check Serials expiration
  4. Renew Serials
  5. Search Serials
Assignment
  • In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added
  • As an assignment- Renew the same subscription.
Assignment
  • In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added.
  • As an assignment, renew the same subscription.
Slide:

About Spoken Tutorial project

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

  • Conducts workshops using spoken tutorials
  • Gives certificates for those who pass an online test
  • 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

Please post your timed queries in this forum.
Slide:

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
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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