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+ | Topic: '''How to add an Item Type''' | ||
+ | Contributor: Bella Tony, IIT Bombay | ||
− | + | Domain Expert: Manju Naika, Central Library, IIT Bombay | |
− | + | ||
− | + | ||
− | + | Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay | |
− | + | ||
− | + | Keywords: Koha administration, Item Type, | |
− | + | ||
− | | | + | {| border =1 |
− | | | + | |<center>'''Visual Cue'''</center> |
+ | |<center>'''Narration'''</center> | ||
− | + | |- | |
− | | | + | | Slide 1 |
− | + | Title Slide | |
− | + | | Welcome to the spoken tutorial on how to add an '''Item type '''in the '''Koha interface'''. | |
− | |- | + | |- |
− | + | | Slide Number 2 | |
− | ''' | + | Learning Objectives |
− | + | |In this tutorial we will learn- | |
+ | * About '''Item types '''and | ||
+ | * How to add an '''Item type''' | ||
− | + | |- | |
− | + | | 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. | ||
− | |||
+ | You should also have '''Admin''' access in '''Koha.''' | ||
− | |||
− | |- | + | If not, please refer to the '''Koha spoken tutorial '''series on this website. |
− | + | ||
− | + | |- | |
+ | | Show Koha interface | ||
+ | | Let us begin. | ||
Let me switch to the '''Koha''' interface. | Let me switch to the '''Koha''' interface. | ||
− | |- | + | |- |
− | + | | Narration only | |
− | + | | Recall that we had created a '''Superlibrarian Bella.''' | |
− | |- | + | |- |
− | + | | Login with '''username and password''' | |
− | + | | We will now login with '''username Bella '''and her '''password'''. | |
− | |- | + | |- |
− | + | | Show interface | |
− | + | | Now we are inside the '''Koha interface''' as '''Superlibrarian Bella''' | |
− | |- | + | |- |
− | + | | Narration only | |
− | + | | Before we move ahead, let’s first understand what are '''Item Types.''' | |
− | |- | + | |- |
− | | | + | | '''Slide''' |
− | '''Slide''' | + | |
− | + | ||
− | + | ||
+ | '''Item types '''typically refer to the material in the library- | ||
* '''Books,''' | * '''Books,''' | ||
* '''Journals,''' | * '''Journals,''' | ||
− | * '''CDs/DVDs, | + | * '''CDs/DVDs, '''etc. |
− | + | ||
− | + | ||
+ | | '''Item types '''typically refer to the material in the library, such as- | ||
* '''Books,''' | * '''Books,''' | ||
* '''Journals,''' | * '''Journals,''' | ||
− | * '''CDs/DVDs, | + | * '''CDs/DVDs, '''etc. |
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− | |- | + | |- |
− | | | + | | '''SLIDE''' |
− | | | + | | Every '''Item type '''in '''Koha '''has a '''Collection code''' assigned to it. |
− | + | This code uniquely identifies that '''Item type.''' | |
− | + | ||
− | + | ||
+ | |- | ||
+ | | | ||
+ | | Let us learn to add a new '''item type.''' | ||
− | + | |- | |
+ | | '''Home >> Koha Administration''' | ||
+ | | On the''' Koha Home page,''' click on '''Koha Administration.''' | ||
− | |- | + | |- |
− | | | + | | Cursor on '''Basic parameters''' |
− | + | ||
+ | Click on''' 'Item Type'''' | ||
+ | | Go to the section '''Basic parameters '''and click on '''Item Types'''. | ||
− | + | |- | |
+ | | Click the ''''+ New Item Type''' at the top of the''' Item types administration '''page. | ||
+ | | Click the '''' New Item Type' '''button at the top of the '''Item types administration '''page. | ||
− | |- | + | |- |
− | | | + | | Red box highlight on '''Item type''' |
− | | | + | | In the''' Item type field''', enter a code for the new '''item type '''that you want to add. |
− | |- | + | |- |
− | | | + | | Type '''REF''' |
− | | | + | | I will type '''REF''' |
− | + | |- | |
+ | | Red box highlight on '''Description''' field | ||
+ | | The '''Description field''' is the description of the '''item type'''. | ||
− | + | |- | |
− | + | | Type '''Reference''' | |
− | + | | So here, I will type '''Reference.''' | |
− | + | ||
− | + | ||
− | |- | + | |- |
− | | | + | | |
− | | | + | | I will skip '''Search category field'''. |
− | |- | + | |- |
− | | | + | | Cursor on '''Choose an icon''': |
− | | | + | | Next is '''Choose an icon:''' |
− | |- | + | |- |
− | | | + | | Click on the tab '''bridge''' |
+ | Click on the icon- '''BOOK''' | ||
+ | | Click on the tab '''bridge ''' | ||
+ | |- | ||
+ | | Narration only | ||
+ | | Here, from the below given options, click on the icon be associated with the '''item type.''' | ||
− | + | |- | |
− | | | + | | Select '''Reference '''icon |
+ | | I will select this '''Reference''' icon. | ||
+ | |- | ||
+ | | Point to '''Hide in OPAC: '''option | ||
+ | | Next, we will learn how '''Hide in OPAC: '''helps. | ||
− | + | |- | |
− | + | | '''Slide''' | |
− | + | ||
− | + | ||
− | + | Let’s say a book is- | |
− | + | * damaged and/or | |
− | + | * has to be kept back for binding purpose | |
− | |- | + | | Let’s say a book is- |
− | + | * damaged and/or | |
− | + | * has to be kept back for binding purpose | |
− | |- | + | |- |
− | | | + | | '''Slide''' |
− | ''' | + | '''Hide in OPAC '''will make the book invisible to the users. |
+ | | In such cases, the option '''Hide in OPAC,''' will make the book invisible to all the users. | ||
− | ''' | + | |- |
+ | | Point to '''Hide in OPAC:''' | ||
+ | | As per your requirement, check or uncheck the checkbox for '''Hide in OPAC:''' | ||
− | |||
− | + | I will leave the checkbox blank. | |
− | ''' | + | |- |
+ | | Point to''' 'Not for loan’''' | ||
+ | | Use the ''''Not for loan'''' option for '''items''' which are kept in the library but not '''circulated'''. | ||
− | ''' | + | For e.g |
+ | * '''Reference books''' | ||
+ | * '''Rare books''' | ||
+ | * '''Dictionary''' | ||
− | ''' | + | |- |
+ | | Point to''' Not for loan''' | ||
+ | | I will leave this checkbox blank. | ||
− | ''' | + | |- |
− | | | + | | Point to''' Rental charge field''' |
+ | | You may enter an amount to be charged in the '''Rental charge field''', if you wish to. | ||
+ | Particular '''items''' in the library may have to be charged a minimum rental fee. | ||
− | ''' | + | |- |
+ | | Point to ''''Rental charge'''' field | ||
+ | | I will not enter any fee, as rental fee is not required to be charged on most '''items'''. | ||
− | + | If you wish to enter a fee, then remember to enter a valid number only. | |
− | ''' | + | |- |
+ | | Point to '''Checkin message:''' | ||
+ | | Next is the '''Checkin message: text field'''. | ||
− | ''' | + | |- |
+ | | Point to '''Checkin message:''' | ||
+ | | '''Checkin message '''depends on the type of the particular '''item'''. | ||
− | ''' | + | The options could be- |
− | + | * '''Book''' | |
− | '''Bound | + | * '''Serial,''' |
+ | * '''CDs/DVDs''' | ||
+ | * '''Bound Volume''' | ||
+ | * '''Microfilm etc''' | ||
− | ''' | + | |- |
+ | | Type- '''Bound Volume''' | ||
+ | | In the '''field Checkin message:, '''I will type '''Bound Volume.''' | ||
− | |- | + | |- |
− | | | + | | Point to '''Checkin message type:''' |
− | | | + | | This is followed by''' Checkin message type:''' |
− | |- | + | |- |
− | | | + | | '''Point to Checkin message type:''' |
− | | | + | | Depending upon the''' item type, '''select a message or an alert for the '''item'''. |
− | + | Remember as per the selected option a messsage or an alert will be displayed when check-ins are done for this particular '''item'''. | |
− | + | ||
− | + | ||
− | |- | + | |- |
− | | | + | | Select '''message''' from the drop down. |
+ | | I will select- '''message.''' | ||
− | ''' | + | |- |
+ | | Cursor on '''SIP media type''' | ||
+ | | Next is''' SIP media type''' | ||
− | ''' | + | '''SIP media type '''applies only if a sorter or a locker facility is being used in your library. |
− | + | ||
− | |||
− | ''' | + | So here I’am skipping '''SIP media type'''. |
− | |- | + | |- |
− | | | + | | Point to '''Summary '''field. |
− | | | + | | In the '''Summary field''', write a summary of the respective''' item ''', if you want to. |
− | |- | + | |- |
− | | | + | | Type- |
− | + | ||
− | + | '''Item type- Reference''' | |
− | + | ||
+ | '''Facilitate- Self check out/return''' | ||
+ | | I will type- | ||
− | ''' | + | '''Item type- Reference''' |
− | + | ||
− | + | '''Facilitate- Self check out/return''' | |
− | + | ||
− | + | ||
− | + | ||
− | + | |- | |
+ | | Click on '''Save changes''' button. | ||
+ | | Lastly, click on '''Save changes''' button. | ||
− | + | |- | |
− | + | | Cursor on '''Item types administration''' | |
− | + | | A new page '''Item types administration '''opens up. | |
− | + | ||
− | + | |- | |
− | + | | Run the cursor through- | |
− | + | ||
− | + | Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message | |
− | | | + | | All the details that were filled for the new '''item type''' |
− | + | * appear in a tabular form | |
+ | * on the page '''Item types administration''' | ||
− | |- | + | |- |
− | | | + | | SLIDE |
− | + | Some important things to note are- | |
− | + | * '''Collection codes''' assigned to '''item types''' cannot be edited. | |
+ | * Description of the '''item type '''can be edited. | ||
+ | * Once an '''item type '''is used by '''items''' in the library, it cannot be deleted. | ||
+ | | Some important things to note are- | ||
+ | * '''Collection codes''' assigned to '''item types''' cannot be edited. | ||
+ | * Description of the '''item type '''can be edited. | ||
+ | * Once an '''item type '''is used by '''items''' in the library, it cannot be deleted. | ||
− | + | |- | |
+ | | | ||
+ | | This brings us to the end of this tutorial. | ||
− | + | |- | |
− | + | | Slide | |
− | + | Summary | |
− | | | + | | Let us summarize. |
− | + | In this tutorial we learnt- | |
+ | * About''' Item types '''and | ||
+ | * How to add an '''Item type''' | ||
− | + | |- | |
− | | | + | | Slide |
− | * Add a''' new item- Serial''' to your library | + | Assignment |
+ | * Add a''' new item- Book '''and | ||
+ | * '''Serial '''to your library | ||
− | |- | + | | As an assignment- |
− | + | * Add a new '''item- ''' | |
− | + | ||
− | + | # '''Book '''and | |
− | + | # '''Serial''' | |
− | + | ||
− | |- | + | to your library |
− | + | |- | |
+ | | 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] | ||
+ | * It summarises the Spoken Tutorial project. | ||
+ | * 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 | |
− | * Conducts workshops using spoken tutorials | + | The '''Spoken Tutorial Project '''Team |
− | * Gives certificates for those who pass an online test | + | * Conducts workshops using spoken tutorials |
− | * For more details, please write to | + | * Gives certificates for those who pass an online test |
− | + | * For more details, please write to contact@spoken-tutorial.org | |
− | + | | The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. | |
− | + | ||
− | For more details, please write to us. | + | 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 | ||
+ | * 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] | ||
− | + | | 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. | + | More information on this mission is available at this link. |
− | |- | + | |- |
− | | | + | | |
− | | | + | | This is Bella Tony from''' IIT Bombay''' signing off. |
− | + | ||
− | Thank you for joining. | + | Thank you for joining. |
|} | |} |
Latest revision as of 16:37, 21 February 2019
Topic: How to add an Item Type
Contributor: Bella Tony, IIT Bombay
Domain Expert: Manju Naika, Central Library, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords: Koha administration, Item Type,
Slide 1
Title Slide |
Welcome to the spoken tutorial on how to add an Item type in the Koha interface. |
Slide Number 2
Learning Objectives |
In this tutorial we will learn-
|
Slide Number 3
System Requirement |
To record this tutorial, I am using
|
Slide 4a
Pre-requisites |
To follow this tutorial, you should have knowledge of Library Science. |
Slide 4b
Pre-requisites |
To practice this tutorial, you should have Koha installed on your system.
|
Show Koha interface | Let us begin.
Let me switch to the Koha interface. |
Narration only | Recall that we had created a Superlibrarian Bella. |
Login with username and password | We will now login with username Bella and her password. |
Show interface | Now we are inside the Koha interface as Superlibrarian Bella |
Narration only | Before we move ahead, let’s first understand what are Item Types. |
Slide
Item types typically refer to the material in the library-
|
Item types typically refer to the material in the library, such as-
|
SLIDE | Every Item type in Koha has a Collection code assigned to it.
This code uniquely identifies that Item type. |
Let us learn to add a new item type. | |
Home >> Koha Administration | On the Koha Home page, click on Koha Administration. |
Cursor on Basic parameters
Click on 'Item Type' |
Go to the section Basic parameters and click on Item Types. |
Click the '+ New Item Type at the top of the Item types administration page. | Click the ' New Item Type' button at the top of the Item types administration page. |
Red box highlight on Item type | In the Item type field, enter a code for the new item type that you want to add. |
Type REF | I will type REF |
Red box highlight on Description field | The Description field is the description of the item type. |
Type Reference | So here, I will type Reference. |
I will skip Search category field. | |
Cursor on Choose an icon: | Next is Choose an icon: |
Click on the tab bridge
Click on the icon- BOOK |
Click on the tab bridge |
Narration only | Here, from the below given options, click on the icon be associated with the item type. |
Select Reference icon | I will select this Reference icon. |
Point to Hide in OPAC: option | Next, we will learn how Hide in OPAC: helps. |
Slide
Let’s say a book is-
|
Let’s say a book is-
|
Slide
Hide in OPAC will make the book invisible to the users. |
In such cases, the option Hide in OPAC, will make the book invisible to all the users. |
Point to Hide in OPAC: | As per your requirement, check or uncheck the checkbox for Hide in OPAC:
|
Point to 'Not for loan’ | Use the 'Not for loan' option for items which are kept in the library but not circulated.
For e.g
|
Point to Not for loan | I will leave this checkbox blank. |
Point to Rental charge field | You may enter an amount to be charged in the Rental charge field, if you wish to.
Particular items in the library may have to be charged a minimum rental fee. |
Point to 'Rental charge' field | I will not enter any fee, as rental fee is not required to be charged on most items.
If you wish to enter a fee, then remember to enter a valid number only. |
Point to Checkin message: | Next is the Checkin message: text field. |
Point to Checkin message: | Checkin message depends on the type of the particular item.
The options could be-
|
Type- Bound Volume | In the field Checkin message:, I will type Bound Volume. |
Point to Checkin message type: | This is followed by Checkin message type: |
Point to Checkin message type: | Depending upon the item type, select a message or an alert for the item.
Remember as per the selected option a messsage or an alert will be displayed when check-ins are done for this particular item. |
Select message from the drop down. | I will select- message. |
Cursor on SIP media type | Next is SIP media type
SIP media type applies only if a sorter or a locker facility is being used in your library.
|
Point to Summary field. | In the Summary field, write a summary of the respective item , if you want to. |
Type-
Item type- Reference Facilitate- Self check out/return |
I will type-
Item type- Reference Facilitate- Self check out/return |
Click on Save changes button. | Lastly, click on Save changes button. |
Cursor on Item types administration | A new page Item types administration opens up. |
Run the cursor through-
Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message |
All the details that were filled for the new item type
|
SLIDE
Some important things to note are-
|
Some important things to note are-
|
This brings us to the end of this tutorial. | |
Slide
Summary |
Let us summarize.
In this tutorial we learnt-
|
Slide
Assignment
|
As an assignment-
to your library |
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
|
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
|
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. |