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

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{|border=1  
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{|border=1
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|  '''Time'''  
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|  '''Time'''
−
|  '''Narration'''  
+
|  '''Narration'''
  
−
|-  
+
|-
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|00:01  
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|00:01
−
|Welcome to the '''Spoken Tutorial''' on '''How to Receive Serials.'''  
+
|Welcome to the '''Spoken Tutorial''' on '''How to Receive Serials.'''
  
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|-  
+
|-
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| 00:06  
+
| 00:06
−
|In this tutorial, we will learn: How to receive '''Serials''',  
+
|In this tutorial, we will learn: How to receive '''Serials''',
  
−
|-
+
Claim late '''Serials''',
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| 00:12
+
−
|Claim late '''Serials''',  
+
  
−
Check '''Serials expiration''',  
+
Check '''Serials expiration''',
  
−
|-
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Renew '''Serials''' and
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| 00:18
+
−
|Renew '''Serials''' and  
+
  
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Search '''Serials'''.  
+
Search '''Serials'''.
  
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|-  
+
|-
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| 00:23  
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| 00:23
−
|To record this tutorial, I am using:'''Ubuntu Linux Operating System 16.04''' and  
+
|To record this tutorial, I am using:'''Ubuntu Linux Operating System 16.04''' and
  
−
'''Koha version 16.05'''  
+
'''Koha version 16.05'''
  
−
|-  
+
|-
−
|00:36  
+
|00:36
−
| To follow this tutorial, you should have knowledge of Library Science.  
+
| To follow this tutorial, you should have knowledge of Library Science.
  
−
|-  
+
|-
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| 00:41  
+
| 00:41
−
| To practice this tutorial, you should have '''Koha '''installed on your system.  
+
| To practice this tutorial, you should have '''Koha '''installed on your system.
  
−
|-  
+
|-
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| 00:47  
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| 00:47
−
| And, you should also have '''Admin''' access in '''Koha.'''  
+
| And, you should also have '''Admin''' access in '''Koha.'''
  
−
|-  
+
|-
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| 00:51  
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| 00:51
−
| 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.
  
−
|-  
+
|-
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| 00:58  
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| 00:58
−
| To receive''' Serials,''' let’s login to '''Koha '''as '''Superlibrarian Bella '''and her password.  
+
| To receive''' Serials,''' let’s login to '''Koha '''as '''Superlibrarian Bella '''and her password.
  
−
|-  
+
|-
−
|  01:06  
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|  01:06
−
|  On the '''homepage''', click on '''Serials.'''  
+
|  On the '''homepage''', click on '''Serials.'''
  
−
|-  
+
|-
−
|  01:11  
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|  01:11
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|  At the top of the new page, locate the field for''' Title.'''  
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|  At the top of the new page, locate the field for''' Title.'''
  
−
|-  
+
|-
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| 01:17  
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| 01:17
−
| Enter the first or any word from the title of the '''journal.''' For example, I will type '''Indian.'''  
+
| Enter the first or any word from the title of the '''journal.''' For example, I will type '''Indian.'''
  
−
|-  
+
|-
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|  01:25  
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|  01:25
−
|  Click on '''Submit''' button at the right side of the '''field'''.  
+
|  Click on '''Submit''' button at the right side of the '''field'''.
  
−
|-  
+
|-
−
| 01:30  
+
| 01:30
−
|  A new page '''Serials subscriptions '''opens.  
+
|  A new page '''Serials subscriptions '''opens.
  
−
|-  
+
|-
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| 01:34  
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| 01:34
−
|  This page shows the details for:  
+
|  This page shows the details for:
 +
'''ISSN''' ,'''Title''','''Notes''', '''Library''', '''Location''', '''Call number''', '''Expiration date''', '''Actions'''.
  
−
'''ISSN''',
+
|-
 +
| 01:55
 +
| Click on the tab '''Actions''' at the extreme right side of the table.
  
−
'''Title, '''  
+
|-
 +
| 02:00
 +
| From the drop-down, select '''Serial receive.'''
  
−
|-  
+
|-
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| 01:42
+
| 02:05
−
|'''Notes''', '''Library''', '''Location''', '''Call number''', '''Expiration date''', '''Actions'''.  
+
| Another page '''Serial edition Indian Journal of Microbiology''' opens with the table.
  
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|-  
+
|-
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| 01:55
+
| 02:12
−
| Click on the tab '''Actions''' at the extreme right side of the table.  
+
| In this table, under the section '''Status, '''click on the drop-down and select''' Arrived.'''
  
−
|-  
+
|-
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| 02:00
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| 02:20
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| From the drop-down, select '''Serial receive.'''  
+
| Next, click on the '''Save '''button at the bottom of the page.
  
−
|-  
+
|-
−
| 02:05
+
| 02:25
−
| Another page '''Serial edition Indian Journal of Microbiology''' opens with the table.
+
| Another page opens with the heading: '''Serial collection information for Indian Journal of Microbiology. '''
  
−
|-
+
Here, we can see the '''Subscription summary.'''
−
| 02:12
+
−
|  In this table, under the section '''Status, '''click on the drop-down and select''' Arrived.'''  
+
  
−
|-  
+
|-
−
| 02:20
+
| 02:37
−
| Next, click on the '''Save '''button at the bottom of the page.  
+
| In this way, we can receive '''Serials'''.
  
−
|-  
+
|-
−
| 02:25
+
| 02:41
−
|  Another page opens with the heading: '''Serial collection information for Indian Journal of Microbiology. '''  
+
|  Now, let’s learn how to Claim late '''Serials.'''
  
−
|-  
+
|-
−
| 02:33
+
| 02:46
−
|Here, we can see the '''Subscription summary.'''  
+
| '''Koha''' can send email messages to the '''Serials vendors''' if there are late issues.
  
−
|-  
+
|-
−
| 02:37
+
| 02:53
−
| In this way, we can receive '''Serials'''.
+
|For example:
  
−
|-
+
Out of 4 Serials issues, the library has received only issue numbers 1, 2 and 4.
−
|  02:41
+
And, issue no. 3 has not been received.
−
|  Now, let’s learn how to Claim late '''Serials.'''
+
  
−
|-
+
|-
−
|  02:46
+
| 03:08
−
|  '''Koha''' can send email messages to the '''Serials vendors''' if there are late issues.
+
−
 
+
−
|-
+
−
| 02:53
+
−
|For example:
+
−
 
+
−
Out of 4 Serials issues, the library has received only issue numbers 1, 2 and 4.
+
−
 
+
−
|-
+
−
| 03:05
+
−
|And, issue no. 3 has not been received.
+
−
 
+
−
|-  
+
−
| 03:08  
+
 
|In such a case, a claim can be sent for issue no.3 that is still to be received.  
 
|In such a case, a claim can be sent for issue no.3 that is still to be received.  
  
−
|-  
+
|-
−
| 03:15  
+
| 03:15
−
|  To the left of the main '''Serials''' page, there is an option named ''''Claims’.'''  
+
|  To the left of the main '''Serials''' page, there is an option named ''''Claims’.'''
  
−
|-  
+
|-
−
| 03:21  
+
| 03:21
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| Click on '''Claims.'''  
+
| Click on '''Claims.'''
  
−
|-  
+
|-
−
| 03:24  
+
| 03:24
−
|A new page opens with a dialog box: '''No claims notice defined. Please define one.'''
+
|A new page opens with a dialog box:
  
−
Click on''' Please define one.'''  
+
'''No claims notice defined. Please define one.'''
  
−
|-
+
Click on''' Please define one.'''
−
|  03:35
+
−
| A new page '''Notices and Slips''' opens.
+
  
−
|-  
+
|-
−
| 03:39
+
| 03:35
−
|Under '''Notices and Slips''', locate the tab '''Select a library:'''.  
+
| A new page '''Notices and Slips''' opens.
  
−
From the drop- down, select your Library Name.  
+
|-
 +
| 03:39
 +
|Under '''Notices and Slips''', locate the tab '''Select a library:'''.
 +
From the drop- down, select your Library Name.
  
−
|-  
+
|-
 
| 03:49
 
| 03:49
−
| I will select '''Spoken Tutorial Library.'''  
+
| I will select '''Spoken Tutorial Library.'''
  
−
|-  
+
|-
−
|  03:53  
+
|  03:53
−
|  Under the tab '''Select a library:, '''click on the tab '''New notice.'''  
+
|  Under the tab '''Select a library:, '''click on the tab '''New notice.'''
  
−
|-  
+
|-
−
| 04:00  
+
| 04:00
−
| A new page opens with the heading '''Add notice.'''  
+
| A new page opens with the heading '''Add notice.'''
  
−
|-  
+
|-
−
| 04:05  
+
| 04:05
−
| 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.
  
−
|-  
+
|-
−
| 04:12  
+
| 04:12
−
| In my case, it will choose '''Spoken Tutorial Library.'''  
+
| In my case, it will choose '''Spoken Tutorial Library.'''
  
−
|-  
+
|-
−
|  04:17  
+
|  04:17
−
|  For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''  
+
|  For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''
  
−
|-  
+
|-
−
|  04:24  
+
|  04:24
−
|  Notice that as soon as '''Claim serial issue '''is selected from the drop down,  
+
|  Notice that as soon as '''Claim serial issue '''is selected from the drop down,
  
−
'''Koha '''auto-selects the field for '''Library '''as '''All libraries'''.  
+
'''Koha '''auto-selects the field for '''Library '''as '''All libraries'''.
  
−
|-  
+
|-
−
| 04:38  
+
| 04:38
−
| So, again go to the tab '''Library '''and from the drop- down select '''Spoken Tutorial Library'''.  
+
| So, again go to the tab '''Library '''and from the drop- down select '''Spoken Tutorial Library'''.
  
−
|-  
+
|-
−
| 04:47  
+
| 04:47
−
|  Let’s move ahead.  
+
|  Let’s move ahead.
  
−
|-  
+
|-
−
| 04:49  
+
| 04:49
−
|  In the field for '''Code,''' type: '''Claim'''.  
+
|  In the field for '''Code,''' type: '''Claim'''.
  
−
|-  
+
|-
−
| 04:53  
+
| 04:53
−
|  In the field for '''Name,''' type: '''Unsupplied Issues.'''  
+
|  In the field for '''Name,''' type: '''Unsupplied Issues.'''
  
−
|-  
+
|-
−
| 04:59  
+
| 04:59
−
| Next, click on the section '''Email.'''  
+
| Next, click on the section '''Email.'''
  
−
|-  
+
|-
−
| 05:04  
+
| 05:04
−
| In the field for '''Message subject:, '''type: '''Unsupplied Issues.'''  
+
| In the field for '''Message subject:, '''type: '''Unsupplied Issues.'''
  
−
|-  
+
|-
−
| 05:11  
+
| 05:11
−
| Under the section '''Message body: '''type the email to the vendor.  
+
| Under the section '''Message body: '''type the email to the vendor.
  
−
|-  
+
|-
−
| 05:17  
+
| 05:17
−
| In my case, the vendor is '''Mumbai Journal Supplier.'''  
+
| In my case, the vendor is '''Mumbai Journal Supplier.'''
  
−
|-  
+
|-
−
| 05:22  
+
| 05:22
−
| I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor.  
+
| I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor.
  
−
|-  
+
|-
−
| 05:31  
+
| 05:31
−
|  Next, if required you may fill in the details for '''Phone, Print '''and''' SMS.''' I will leave them blank.  
+
|  Next, if required you may fill in the details for '''Phone, Print '''and''' SMS.''' I will leave them blank.
  
−
|-  
+
|-
−
| 05:43  
+
| 05:43
−
|  Next, click on '''Submit '''button at the bottom of the page.  
+
|  Next, click on '''Submit '''button at the bottom of the page.
  
−
|-  
+
|-
−
|  05:48  
+
|  05:48
−
|  A new page '''Notices and Slips '''opens.  
+
|  A new page '''Notices and Slips '''opens.
  
−
|-  
+
|-
−
| 05:52  
+
| 05:52
−
|  Under '''Notices and Slips, '''locate the tab '''Select a library. '''  
+
|  Under '''Notices and Slips, '''locate the tab '''Select a library. '''
  
−
|-  
+
|-
−
| 05:58  
+
| 05:58
−
| '''Koha '''has auto-selected the '''Spoken Tutorial Library.'''  
+
| '''Koha '''has auto-selected the '''Spoken Tutorial Library.'''
  
−
|-  
+
|-
−
| 06:03  
+
| 06:03
−
| You may select your library from the drop-down as required.  
+
| You may select your library from the drop-down as required.
  
−
|-  
+
|-
−
|  06:08  
+
|  06:08
−
|On the same page, is a table 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''', '''Module''', '''Code''', '''Name''','''Copy notice '''and '''Actions'''.
  
−
'''Module''',
+
|-
−
+
|  06:28
−
'''Code''',
+
|Next, go back to '''Koha''' homepage. To do so, go to extreme left corner and click on '''Home. '''
−
 
+
−
'''Name''',
+
−
 
+
−
'''Copy notice '''and
+
−
 
+
−
'''Actions'''.
+
−
 
+
−
|-  
+
−
|  06:28  
+
−
|Next, go back to '''Koha''' homepage. To do so, go to extreme left corner and click on '''Home. '''  
+
  
−
|-  
+
|-
−
| 06:39  
+
| 06:39
−
| On the '''Koha homepage''', click on '''Serials.'''  
+
| On the '''Koha homepage''', click on '''Serials.'''
  
−
|-  
+
|-
−
| 06:45
+
| 06:44
−
|  On the new page that opens, go to the left side and click on '''Claims'''.  
+
|  On the new page that opens, go to the left side and click on '''Claims'''.
  
−
|-  
+
|-
−
| 06:51  
+
| 06:51
 
|  On the new page, in the field for '''Vendor,''' select the required vendor from the drop-down.  
 
|  On the new page, in the field for '''Vendor,''' select the required vendor from the drop-down.  
  
−
|-  
+
|-
 
| 06:58
 
| 06:58
−
| As I have only one vendor for '''Journals''', I will go ahead with the vendor- '''Mumbai Journal Supplier.'''  
+
| As I have only one vendor for '''Journals''', I will go ahead with the vendor- '''Mumbai Journal Supplier.'''
  
−
|-  
+
|-
 
|07:06
 
|07:06
−
|Next, click on''' OK '''at the right side of the field.  
+
|Next, click on''' OK '''at the right side of the field.
  
−
|-  
+
|-
−
| 07:12  
+
| 07:12
−
| A new page with the title '''Missing issues''' opens.  
+
| A new page with the title '''Missing issues''' opens.
  
−
|-  
+
|-
 
| 07:17
 
| 07:17
−
| On the new page, click on the check- box on the left side for '''Mumbai Journal Supplier.'''  
+
| On the new page, click on the check- box on the left side for '''Mumbai Journal Supplier.'''
  
−
|-  
+
|-
−
| 07:25  
+
| 07:25
−
| You may click the check-box as per your vendor.  
+
| You may click the check-box as per your vendor.
  
−
|-  
+
|-
 
| 07:29
 
| 07:29
−
|  Next, click on '''Send notification '''button at the bottom of the page.  
+
|  Next, click on '''Send notification '''button at the bottom of the page.
  
−
|-  
+
|-
 
| 07:36
 
| 07:36
−
| The same page re-opens and with this an email is sent to the vendor.  
+
| The same page re-opens and with this an email is sent to the vendor.
  
−
|-  
+
|-
 
| 07:42
 
| 07:42
−
| Note that the email is sent from '''Koha server''' to the respective vendor.  
+
| Note that the email is sent from '''Koha server''' to the respective vendor.
  
−
|-  
+
|-
−
|  07:48  
+
|  07:48
−
|  We will now learn about '''Check expiration.'''  
+
|  We will now learn about '''Check expiration.'''
  
−
|-  
+
|-
 
|  07:52
 
|  07:52
−
|  '''Check expiration''' is used for checking when the '''subscriptions''' are about to expire.  
+
|  '''Check expiration''' is used for checking when the '''subscriptions''' are about to expire.
  
−
|-  
+
|-
 
| 07:59
 
| 07:59
−
|  On the same page, go to the left side and click on '''Check expiration.'''  
+
|  On the same page, go to the left side and click on '''Check expiration.'''
  
−
|-  
+
|-
 
|  08:06
 
|  08:06
−
|  '''Check expiration '''page opens.  
+
|  '''Check expiration '''page opens.
  
−
|-  
+
|-
 
| 08:10
 
| 08:10
−
| Now, under the section for '''Filter results,'''  
+
| Now, under the section for '''Filter results,''' go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.'''
  
−
go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.'''
+
You may select your library here.
  
−
|-  
+
|-
−
| 08:22
+
| 08:26
−
|You may select your library here.  
+
| Next, mention the '''Expiring before. '''
  
−
|-
+
|-
−
| 08:26
+
−
|  Next, mention the '''Expiring before. '''
+
−
 
+
−
|-  
+
 
| 08:30
 
| 08:30
−
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date.  
+
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date.
  
−
|-  
+
|-
 
| 08:38
 
| 08:38
−
| For '''Expiring before:, '''I will enter '''01/01/2019'''.  
+
| For '''Expiring before:, '''I will enter '''01/01/2019'''.
  
−
|-  
+
|-
−
| 08:47  
+
| 08:47
−
|  Now click on the '''Search '''button at the bottom of the page.  
+
|  Now click on the '''Search '''button at the bottom of the page.
  
−
|-  
+
|-
−
| 08:52  
+
| 08:52
−
|  On the same page, a list of journals that are due to expire by''' 01/01/2019''', appear in a tabular form.  
+
|  On the same page, a list of journals that are due to expire by''' 01/01/2019''', appear in a tabular form.
−
+
 
−
|-  
+
|-
 
| 09:04
 
| 09:04
−
| We can also see the following details-  
+
| We can also see the following details-
−
 
+
'''ISSN, ''','''Title, ''','''Library, ''', '''OPAC note, ''', '''Nonpublic note, ''', '''Expiration date '''and '''Actions'''.
−
'''ISSN, '''  
+
−
 
+
−
'''Title, '''  
+
−
 
+
−
'''Library, '''  
+
−
 
+
−
'''OPAC note, '''  
+
−
 
+
−
'''Nonpublic note, '''  
+
−
 
+
−
'''Expiration date '''and  
+
−
 
+
−
'''Actions'''.  
+
  
−
|-  
+
|-
−
| 09:23  
+
| 09:23
−
|  Now, under the tab '''Actions, '''click on the button''' Renew.'''  
+
|  Now, under the tab '''Actions, '''click on the button''' Renew.'''
  
−
|-  
+
|-
 
| 09:29
 
| 09:29
−
|  A new window with the heading '''Subscription renewal for Indian Journal of Microbiology '''opens up.  
+
|  A new window with the heading '''Subscription renewal for Indian Journal of Microbiology '''opens up.
  
−
|-  
+
|-
 
|  09:37
 
|  09:37
−
| 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'''.
  
−
|-  
+
|-
 
| 09:51
 
| 09:51
−
|  Next is '''Subscription length.'''  
+
|  Next is '''Subscription length.'''
  
−
|-  
+
|-
 
| 09:54
 
| 09:54
−
| It is suggested to fill in one of the three fields, namely-  
+
| It is suggested to fill in one of the three fields, namely-
  
−
'''Number of num '''which means issues, '''Number of weeks '''and '''Number of months. '''  
+
'''Number of num '''which means issues,
 +
'''Number of weeks '''and
 +
'''Number of months. '''
  
−
|-  
+
|-
 
| 10:09
 
| 10:09
−
| As my '''Journal '''is a quarterly publication, Koha by default has selected '''4 '''as '''Number of num.'''  
+
| As my '''Journal '''is a quarterly publication, Koha by default has selected '''4 '''as '''Number of num.'''
  
−
|-  
+
|-
 
| 10:18
 
| 10:18
−
| You may enter as per your requirement.  
+
| You may enter as per your requirement.
  
−
|-  
+
|-
 
|  10:22
 
|  10:22
−
|  Leave the field '''Note for the librarian that will manage your renewal request '''as blank.  
+
|  Leave the field '''Note for the librarian that will manage your renewal request '''as blank.
  
−
|-  
+
|-
−
|  10:30  
+
|  10:30
−
|  Next, click on the '''Submit''' button at the bottom of the page.  
+
|  Next, click on the '''Submit''' button at the bottom of the page.
  
−
|-  
+
|-
 
|  10:35
 
|  10:35
 
|  A window with the message '''Subscription renewed''', appears.  
 
|  A window with the message '''Subscription renewed''', appears.  
  
−
|-  
+
|-
 
|  10:40
 
|  10:40
−
|  To close this window, go to top left corner and click on the cross mark.  
+
|  To close this window, go to top left corner and click on the cross mark.
  
−
|-  
+
|-
 
| 10:47
 
| 10:47
−
|  Again, another pop-up message appears:  
+
|  Again, another pop-up message appears:
  
−
|-  
+
|-
−
| 10:521
+
| 10:51
−
| '''To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.'''  
+
| '''To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.'''
  
−
|-  
+
|-
 
| 11:03
 
| 11:03
−
| Among the two options under this message-  
+
| Among the two options under this message-
  
−
'''Cancel '''and '''Resend''',  
+
'''Cancel '''and '''Resend''',
 
   
 
   
−
click on '''Resend'''  
+
click on '''Resend'''
  
−
|-  
+
|-
 
| 11:11
 
| 11:11
−
|  We are brought to the page '''Check expiration.'''  
+
|  We are brought to the page '''Check expiration.'''
  
−
|-  
+
|-
 
| 11:15
 
| 11:15
−
| Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''.  
+
| Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''.
  
−
Remember to only mention the '''Expiring date.'''  
+
Remember to only mention the '''Expiring date.'''
  
−
|-  
+
|-
−
| 11:33
+
| 11:32
−
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date.  
+
| This will fetch a complete list of all the''' Journals '''that would expire before that particular date.
  
−
|-  
+
|-
−
|  11:40
+
|  11:39
−
|  Now, click '''Search '''button at the bottom of the section '''Filter results'''.  
+
|  Now, click '''Search '''button at the bottom of the section '''Filter results'''.
  
−
|-  
+
|-
−
| 11:45  
+
| 11:45
−
|  On the same page, a list of journals that would be expiring before''' 01/12/2019''', appears in a tabular form.  
+
|  On the same page, a list of journals that would be expiring before''' 01/12/2019''', appears in a tabular form.
  
−
|-  
+
|-
 
| 11:56
 
| 11:56
−
| We can also see the following details-  
+
| We can also see the following details-
  
−
'''ISSN, '''  
+
'''ISSN, ''', '''Title, ''','''Library, ''','''OPAC note, ''','''Nonpublic note, ''','''Expiration date '''and '''Actions'''.
−
'''Title, '''  
+
−
'''Library, '''  
+
−
'''OPAC note, '''  
+
−
'''Nonpublic note, '''  
+
−
'''Expiration date '''and  
+
−
'''Actions'''.  
+
  
−
|-  
+
|-
 
| 12:15
 
| 12:15
−
|This is how we can- create the schedule for '''Serials''' and receive them as per arrival of the''' Volume and issues.'''  
+
|This is how we can- create the schedule for '''Serials''' and receive them as per arrival of the''' Volume and issues.'''
  
−
|-  
+
|-
 
| 12:25
 
| 12:25
−
| You may now log out from the '''Koha Superlibrarian''' account.  
+
| You may now log out from the '''Koha Superlibrarian''' account.
  
−
|-  
+
|-
−
| 12:30  
+
| 12:30
−
| Go to the top right corner of the '''Koha interface.''' Click on the '''Spoken Tutorial Library '''and from the drop-down, select '''Log out.'''  
+
| Go to the top right corner of the '''Koha interface.''' Click on the '''Spoken Tutorial Library '''and from the drop-down, select '''Log out.'''
  
−
|-  
+
|-
 
|  12:42
 
|  12:42
−
| This brings us to the end of this tutorial.  
+
| This brings us to the end of this tutorial.
−
 
+
−
|-
+
−
| 12:46
+
−
| Let us summarize:
+
  
−
In this tutorial, we learnt: how to receive '''Serials''',
+
|-
 +
| 12:46
 +
| Let us summarize:
  
−
|-
+
In this tutorial, we learnt:
−
| 12:54
+
how to receive '''Serials''',
−
|claim late '''Serials''', check '''Serials expiration''', renew '''Serials''' and search '''Serials'''.  
+
claim late '''Serials''',
 +
check '''Serials expiration''',
 +
renew '''Serials''' and
 +
search '''Serials'''.
  
−
|-  
+
|-
 
|  13:04
 
|  13:04
−
|  In an earlier tutorial, a new subscription for the '''Journal of Molecular Biology '''was added.  
+
|  In an earlier tutorial, a new subscription for the '''Journal of Molecular Biology '''was added.
  
−
|-  
+
|-
 
| 13:11
 
| 13:11
−
|As an assignment, renew the same subscription.  
+
|As an assignment, renew the same subscription.
  
−
|-  
+
|-
 
| 13:15
 
| 13:15
−
| 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.  
+
|-
 +
| 13:19
 +
| Please download and watch it.
  
−
|-  
+
|-
 
| 13:22
 
| 13:22
−
| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. For more details, please write to us.  
+
| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. For more details, please write to us.
  
−
|-  
+
|-
−
| 13:31  
+
| 13:31
−
|Please post your timed queries in this forum.  
+
|Please post your timed queries in this forum.
  
−
|-  
+
|-
 
| 13:35
 
| 13:35
−
|  '''Spoken Tutorial''' project is funded by '''NMEICT, MHRD''', Government of India. More information on this mission is available at this link.  
+
|  '''Spoken Tutorial''' project is funded by '''NMEICT, MHRD''', Government of India. More information on this mission is available at this link.
  
−
|-  
+
|-
 
| 13:46
 
| 13:46
−
|  This is Bella Tony from '''IIT Bombay, '''signing off. Thank you for joining.  
+
|  This is Bella Tony from '''IIT Bombay, '''signing off. Thank you for joining.
  
 
|}
 
|}

Latest revision as of 16:42, 21 February 2019

Time Narration
00:01 Welcome to the Spoken Tutorial on How to Receive Serials.
00:06 In this tutorial, we will learn: How to receive Serials,

Claim late Serials,

Check Serials expiration,

Renew Serials and

Search Serials.

00:23 To record this tutorial, I am using:Ubuntu Linux Operating System 16.04 and

Koha version 16.05

00:36 To follow this tutorial, you should have knowledge of Library Science.
00:41 To practice this tutorial, you should have Koha installed on your system.
00:47 And, you should also have Admin access in Koha.
00:51 Please refer to the Koha spoken tutorial series on this website for more details.
00:58 To receive Serials, let’s login to Koha as Superlibrarian Bella and her password.
01:06 On the homepage, click on Serials.
01:11 At the top of the new page, locate the field for Title.
01:17 Enter the first or any word from the title of the journal. For example, I will type Indian.
01:25 Click on Submit button at the right side of the field.
01:30 A new page Serials subscriptions opens.
01:34 This page shows the details for:

ISSN ,Title,Notes, Library, Location, Call number, Expiration date, Actions.

01:55 Click on the tab Actions at the extreme right side of the table.
02:00 From the drop-down, select Serial receive.
02:05 Another page Serial edition Indian Journal of Microbiology opens with the table.
02:12 In this table, under the section Status, click on the drop-down and select Arrived.
02:20 Next, click on the Save button at the bottom of the page.
02:25 Another page opens with the heading: Serial collection information for Indian Journal of Microbiology.

Here, we can see the Subscription summary.

02:37 In this way, we can receive Serials.
02:41 Now, let’s learn how to Claim late Serials.
02:46 Koha can send email messages to the Serials vendors if there are late issues.
02:53 For example:

Out of 4 Serials issues, the library has received only issue numbers 1, 2 and 4. And, issue no. 3 has not been received.

03:08 In such a case, a claim can be sent for issue no.3 that is still to be received.
03:15 To the left of the main Serials page, there is an option named 'Claims’.
03:21 Click on Claims.
03:24 A new page opens with a dialog box:

No claims notice defined. Please define one.

Click on Please define one.

03:35 A new page Notices and Slips opens.
03:39 Under Notices and Slips, locate the tab Select a library:.

From the drop- down, select your Library Name.

03:49 I will select Spoken Tutorial Library.
03:53 Under the tab Select a library:, click on the tab New notice.
04:00 A new page opens with the heading Add notice.
04:05 On the same page, for the section Library, Koha will, by default, choose the library name.
04:12 In my case, it will choose Spoken Tutorial Library.
04:17 For Koha module: from the drop-down, select Claim Serial issue.
04:24 Notice that as soon as Claim serial issue is selected from the drop down,

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

04:38 So, again go to the tab Library and from the drop- down select Spoken Tutorial Library.
04:47 Let’s move ahead.
04:49 In the field for Code, type: Claim.
04:53 In the field for Name, type: Unsupplied Issues.
04:59 Next, click on the section Email.
05:04 In the field for Message subject:, type: Unsupplied Issues.
05:11 Under the section Message body: type the email to the vendor.
05:17 In my case, the vendor is Mumbai Journal Supplier.
05:22 I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor.
05:31 Next, if required you may fill in the details for Phone, Print and SMS. I will leave them blank.
05:43 Next, click on Submit button at the bottom of the page.
05:48 A new page Notices and Slips opens.
05:52 Under Notices and Slips, locate the tab Select a library.
05:58 Koha has auto-selected the Spoken Tutorial Library.
06:03 You may select your library from the drop-down as required.
06:08 On the same page, is a table with filled-in details under the following tabs:

Library, Module, Code, Name,Copy notice and Actions.

06:28 Next, go back to Koha homepage. To do so, go to extreme left corner and click on Home.
06:39 On the Koha homepage, click on Serials.
06:44 On the new page that opens, go to the left side and click on Claims.
06:51 On the new page, in the field for Vendor, select the required vendor from the drop-down.
06:58 As I have only one vendor for Journals, I will go ahead with the vendor- Mumbai Journal Supplier.
07:06 Next, click on OK at the right side of the field.
07:12 A new page with the title Missing issues opens.
07:17 On the new page, click on the check- box on the left side for Mumbai Journal Supplier.
07:25 You may click the check-box as per your vendor.
07:29 Next, click on Send notification button at the bottom of the page.
07:36 The same page re-opens and with this an email is sent to the vendor.
07:42 Note that the email is sent from Koha server to the respective vendor.
07:48 We will now learn about Check expiration.
07:52 Check expiration is used for checking when the subscriptions are about to expire.
07:59 On the same page, go to the left side and click on Check expiration.
08:06 Check expiration page opens.
08:10 Now, under the section for Filter results, go to Library: and from the drop-down, select Spoken Tutorial Library.

You may select your library here.

08:26 Next, mention the Expiring before.
08:30 This will fetch a complete list of all the Journals that would expire before that particular date.
08:38 For Expiring before:, I will enter 01/01/2019.
08:47 Now click on the Search button at the bottom of the page.
08:52 On the same page, a list of journals that are due to expire by 01/01/2019, appear in a tabular form.
09:04 We can also see the following details-

ISSN, ,Title, ,Library, , OPAC note, , Nonpublic note, , Expiration date and Actions.

09:23 Now, under the tab Actions, click on the button Renew.
09:29 A new window with the heading Subscription renewal for Indian Journal of Microbiology opens up.
09:37 On this page, enter the following:

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

I will enter 01/01/2018.

09:51 Next is Subscription length.
09:54 It is suggested to fill in one of the three fields, namely-

Number of num which means issues, Number of weeks and Number of months.

10:09 As my Journal is a quarterly publication, Koha by default has selected 4 as Number of num.
10:18 You may enter as per your requirement.
10:22 Leave the field Note for the librarian that will manage your renewal request as blank.
10:30 Next, click on the Submit button at the bottom of the page.
10:35 A window with the message Subscription renewed, appears.
10:40 To close this window, go to top left corner and click on the cross mark.
10:47 Again, another pop-up message appears:
10:51 To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.
11:03 Among the two options under this message-

Cancel and Resend,

click on Resend

11:11 We are brought to the page Check expiration.
11:15 Here, under the section for Filter results, select the- Expiring before as 01/12/2019.

Remember to only mention the Expiring date.

11:32 This will fetch a complete list of all the Journals that would expire before that particular date.
11:39 Now, click Search button at the bottom of the section Filter results.
11:45 On the same page, a list of journals that would be expiring before 01/12/2019, appears in a tabular form.
11:56 We can also see the following details-

ISSN, , Title, ,Library, ,OPAC note, ,Nonpublic note, ,Expiration date and Actions.

12:15 This is how we can- create the schedule for Serials and receive them as per arrival of the Volume and issues.
12:25 You may now log out from the Koha Superlibrarian account.
12:30 Go to the top right corner of the Koha interface. Click on the Spoken Tutorial Library and from the drop-down, select Log out.
12:42 This brings us to the end of this tutorial.
12:46 Let us summarize:

In this tutorial, we learnt: how to receive Serials, claim late Serials, check Serials expiration, renew Serials and search Serials.

13:04 In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added.
13:11 As an assignment, renew the same subscription.
13:15 The video at the following link summarizes the Spoken Tutorial project.
13:19 Please download and watch it.
13:22 The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
13:31 Please post your timed queries in this forum.
13:35 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
13:46 This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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