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

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|-
 
|-
 
| 00:01
 
| 00:01
−
| Welcome to the '''Spoken Tutorial '''on '''Circulation'''
+
| Welcome to the '''Spoken Tutorial '''on '''Circulation'''.
  
 
|-
 
|-
 
| 00:05
 
| 00:05
−
| In this tutorial we will learn about-  '''Circulation and Fine Rules for the Patron category'''
+
| In this tutorial, we will learn about-  '''Circulation''' and '''Fine Rules''' for the '''Patron''' category,
  
 
|-
 
|-
 
| 00:13
 
| 00:13
−
| '''Check Out (Issuing)'''
+
| '''Check Out (Issuing)''',
  
 
|-
 
|-
 
| 00:15
 
| 00:15
−
| '''Renewing''' and  '''Check In (Returning)'''
+
| '''Renewing''' and  '''Check In (Returning)'''.
  
 
|-
 
|-
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|-
 
|-
 
| 00:28
 
| 00:28
−
| And '''Koha version 16.05'''
+
| and '''Koha version 16.05'''.
  
 
|-
 
|-
 
| 00:32
 
| 00:32
−
| To follow this tutorial, learners should be familiar with '''Library Science.'''
+
| To follow this tutorial, learners should be familiar with Library Science.
  
 
|-
 
|-
 
| 00:38
 
| 00:38
−
| To practice this tutorial, You should have '''Koha''' installed on your system.
+
| To practice this tutorial, you should have '''Koha''' installed on your system.
  
 
|-
 
|-
 
| 00:44
 
| 00:44
−
| And You should also have '''Admin '''access in''' Koha.'''
+
| And, you should also have '''Admin '''access in''' Koha.'''
  
 
|-
 
|-
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|-
 
|-
 
| 00:54
 
| 00:54
−
| First of all we will start by defining''' Circulation '''and '''Fine Rules''' for  '''Patron category.'''
+
| First of all, we will start by defining''' Circulation '''and '''Fine Rules''' for  '''Patron category.'''
  
 
|-
 
|-
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|-
 
|-
 
| 02:22
 
| 02:22
−
| Under the section '''Item type''', from the drop down click on '''Book.'''
+
| Under the section '''Item type''', from the drop-down click on '''Book.'''
  
 
|-
 
|-
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|-
 
|-
 
| 02:33
 
| 02:33
−
| I will leave '''Current on-site checkouts allowed,''' as blank.
+
| I will leave '''Current on-site checkouts allowed''' as blank.
  
 
|-
 
|-
 
| 02:39
 
| 02:39
−
| Enter '''15 '''for''' Loan period'''
+
| Enter '''15 '''for''' Loan period'''.
  
 
|-
 
|-
 
| 02:43
 
| 02:43
−
| I will leave, '''For Unit,''' as it is i.e. '''Days'''
+
| I will leave '''For Unit,''' as it is i.e. '''Days'''.
  
 
|-
 
|-
 
| 02:48
 
| 02:48
−
| Leave''' Hard due date,''' as it is
+
| Leave''' Hard due date,''' as it is.
  
 
|-
 
|-
 
| 02:53
 
| 02:53
−
| Enter '''Fine amount 5 '''and  Enter''' 1''' for''' Fine charging interval'''
+
| Enter '''Fine amount 5 '''and  Enter''' 1''' for''' Fine charging interval'''.
  
 
|-
 
|-
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|-
 
|-
 
| 03:33
 
| 03:33
−
| I will leave '''Renewal periodv ''' and  '''No renewal before:''' blank.
+
| I will leave '''Renewal period ''' and  '''No renewal before:''' blank.
  
 
|-
 
|-
 
| 03:39
 
| 03:39
−
| For''' Automatic renewal '''I will leave as it is.
+
| For''' Automatic renewal, '''I will leave as it is.
  
 
|-
 
|-
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|-
 
|-
 
| 03:48
 
| 03:48
−
| For '''On shelf holds allowed '''from the drop down, select''' If all unavailable.'''
+
| For '''On shelf holds allowed- '''from the drop- down, select''' If all unavailable.'''
  
 
|-
 
|-
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|-
 
|-
 
|  04:04
 
|  04:04
−
| Next, go to the section '''Actions''' at the extreme right corner of the table and click on '''Save'''.
+
| Next, go to the section '''Actions''', at the extreme right corner of the table and click on '''Save'''.
  
 
|-
 
|-
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|-
 
|-
 
| 04:35
 
| 04:35
−
| From the dropdown select '''Spoken Tutorial Library.'''
+
| From the drop-down select '''Spoken Tutorial Library.'''
  
 
|-
 
|-
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|-
 
|-
 
| 05:02
 
| 05:02
−
| Now, create a '''Patron Ms. Reena Shah,''' as '''Post-Graduate student'''  
+
| Now, create a '''Patron Ms. Reena Shah,''' as '''Post-Graduate student'''
−
 
+
 
for '''checkout''' and '''checkin''' of '''Spoken Tutorial Library Items''' such as-  
 
for '''checkout''' and '''checkin''' of '''Spoken Tutorial Library Items''' such as-  
−
'''Books, '''  '''CD/DVDs ''',  '''Bound Volumes''', etc.
+
'''Books, '''  '''CD/DVDs ''',  '''Bound Volumes''' etc.
  
 
|-
 
|-
 
|05:20
 
|05:20
−
|Recall, in an earlier tutorial while creating '''Patron '''we have''' Set permissions''' for the staff.
+
|Recall, in an earlier tutorial while creating '''Patron, '''we have''' Set permissions''' for the staff.
  
 
|-
 
|-
 
|05:29
 
|05:29
−
|However, here do not set any '''permission''' for the '''Patron''' i.e student''' Ms. Reena Shah.'''
+
|However, here do not set any '''permission''' for the '''Patron''' i.e student Ms. Reena Shah.
  
 
|-
 
|-
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|-
 
|-
 
| 05:45
 
| 05:45
−
| Now logout from the '''Superlibrarian account.'''
+
| Now, logout from the '''Superlibrarian account.'''
  
 
|-
 
|-
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|-
 
|-
 
|05:56
 
|05:56
−
|From the drop down click on''' Log out.'''
+
|From the drop- down click on''' Log out.'''
  
 
|-
 
|-
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|-
 
|-
 
|06:15
 
|06:15
−
| On the '''Circulation '''page:  Click on '''Check-out '''i.e. the '''issuing '''process.
+
| On the '''Circulation '''page, click on '''Check-out '''i.e. the issuing process.
  
 
|-
 
|-
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|-
 
|-
 
|06:39
 
|06:39
−
| A new page opens up. In the field for: '''Checking out to Reena Shah (3) Enter item Barcode:'''
+
| A new page opens up. In the field for: '''Checking out to Reena Shah (3) Enter item Barcode:''',
  
 
|-
 
|-
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|-
 
|-
 
|06:53
 
|06:53
−
|Recall, this '''Barcode as accession number''' was mentioned in one of the earlier tutorials.  
+
|Recall, this Barcode as accession number was mentioned in one of the earlier tutorials.  
  
 
|-
 
|-
 
|07:00
 
|07:00
−
|Hence, the same value will be entered''' for Check-out'''
+
|Hence, the same value will be entered''' for Check-out'''.
  
 
|-
 
|-
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|-
 
|-
 
|07:10
 
|07:10
−
|Next to see the '''Check-out '''details, click on '''Show check-outs''' at the bottom of the page.
+
|Next, to see the '''Check-out '''details, click on '''Show check-outs''' at the bottom of the page.
  
 
|-
 
|-
 
| 07:18
 
| 07:18
−
| On the same page a table appears with all the details of the '''Checked-out item.'''
+
| On the same page, a table appears with all the details of the Checked-out item.
  
 
|-
 
|-
 
| 07:24
 
| 07:24
−
| Details such as:  '''Due date''',  '''Title''',  '''Item type''',  '''Location''',  '''Checked out on''',  '''Checked out from''',  '''Call number.''',  '''Charge''',  '''Fine''',  '''Price''', '''Renew ''', and  '''Check in'''
+
| Details such as:  '''Due date''',  '''Title''',  '''Item type''',  '''Location''',  '''Checked out on''',  '''Checked out from''',  '''Call number''',  '''Charge''',  '''Fine''',  '''Price''', '''Renew ''', and  '''Check in'''.
  
 
|-
 
|-
 
| 07:43
 
| 07:43
−
| In case, an '''item''' has to be''' renewed''' or '''checked in ''' then click on the tab '''Renew or check in selected items''' located at the bottom of the table.
+
| In case, an '''item''' has to be renewed or checked in then click on the tab '''Renew or check in selected items''', located at the bottom of the table.
  
 
|-
 
|-
 
| 07:56
 
| 07:56
−
| If there are more than one item then, click on the tab '''Renew all''',  located adjacent to the tab, '''Renew or check in selected items '''at the bottom of the page.
+
| If there are more than one item then click on the tab '''Renew all''',  located adjacent to the tab- '''Renew or check in selected items, '''at the bottom of the page.
  
 
|-
 
|-
 
| 08:10
 
| 08:10
−
| I will not click on any of the tabs as I will show how to renew '''items''' and check in using the tab '''Circulation''' on the '''Koha homepage'''.
+
| I will not click on any of the tabs as I will show how to renew '''items''' and '''check in''' using the tab '''Circulation''' on the '''Koha homepage'''.
  
 
|-
 
|-
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|-
 
|-
 
| 08:28
 
| 08:28
−
| On the new page that opens, under''' Circulation '''click on '''Renew.'''
+
| On the new page that opens, under''' Circulation, '''click on '''Renew.'''
  
 
|-
 
|-
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| A new page opens.  
 
| A new page opens.  
  
−
In the '''field''' for, '''Enter item barcode, '''I will enter '''Barcode as accession number 00001.'''
+
In the '''field''' for '''Enter item barcode, '''I will enter Barcode as accession number 00001.
  
 
|-
 
|-
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|-
 
|-
 
| 09:17
 
| 09:17
−
|I will enter''' Barcode as accession number 00001''' with which the '''item''' was '''checked out, '''earlier.
+
|I will enter''' Barcode as accession number 00001''' with which the '''item''' was '''checked out '''earlier.
  
 
|-
 
|-
 
| 09:27
 
| 09:27
−
| And click on '''Submit''' at the right side of the '''field'''.
+
| And, click on '''Submit''' at the right side of the '''field'''.
  
 
|-
 
|-
 
| 09:32
 
| 09:32
−
| A table appears having details such as- '''Due date''',  '''Title''' , '''Author ''',  '''Barcode''', '''Home Library''',  '''Holding library''',  '''Shelving location''',  '''Call number''',  '''Type''',  '''Patron '''and  '''Note'''
+
| A table appears having details such as- '''Due date''',  '''Title''' , '''Author ''',  '''Barcode''', '''Home Library''',  '''Holding library''',  '''Shelving location''',  '''Call number''',  '''Type''',  '''Patron '''and  '''Note'''.
  
 
|-
 
|-
 
| 09:52
 
| 09:52
  
−
| Note the:  '''Title-Industrial Microbiology, '''
+
| Note the '''Title-Industrial Microbiology, '''
  
 
|-
 
|-
 
|09:57
 
|09:57
−
| '''Barcode- 00001 '''and''' '''  '''Patron-Shah, Reena (PG) '''as per the details filled in earlier.  
+
| '''Barcode- 00001 '''and '''Patron-Shah, Reena (PG) '''as per the details filled in earlier.  
  
 
|-
 
|-
 
| 10:09
 
| 10:09
−
| With this we complete''' Circulation.'''
+
| With this, we complete''' Circulation.'''
  
 
|-
 
|-
 
| 10:13
 
| 10:13
−
| Now log out from the '''Library staff '''account.
+
| Now, log out from the '''Library staff '''account.
  
 
|-
 
|-
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|-
 
|-
 
|10:25
 
|10:25
−
|Then from the drop-down, select''' Log out.'''
+
|Then, from the drop-down, select''' Log out.'''
  
 
|-
 
|-
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| Let us summarize.
 
| Let us summarize.
  
−
In this tutorial, we learnt about: '''Circulation and Fine Rules for the Patron category'''
+
In this tutorial, we learnt about: '''Circulation''' and '''Fine Rules''' for the '''Patron''' category,
  
 
|-
 
|-
 
|10:41
 
|10:41
−
| '''Check Out (Issuing)''',  '''Renewing,'''  '''Check In (Returning)'''
+
| '''Check Out''' (Issuing),  '''Renewing,'''  '''Check In''' (Returning).
  
 
|-
 
|-
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|-
 
|-
 
| 11:15
 
| 11:15
−
|'''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.
 
More information on this mission is available at this link.
Line 413: Line 412:
 
|-
 
|-
 
| 11:26
 
| 11:26
−
| This is Bella Tony from '''IIT Bombay '''signing off.
+
| This is Bella Tony from '''IIT Bombay, '''signing off.
  
 
Thank you for joining.
 
Thank you for joining.
  
 
|}
 
|}

Latest revision as of 16:40, 21 February 2019

Time
Narration
00:01 Welcome to the Spoken Tutorial on Circulation.
00:05 In this tutorial, we will learn about- Circulation and Fine Rules for the Patron category,
00:13 Check Out (Issuing),
00:15 Renewing and Check In (Returning).
00:20 To record this tutorial, I am using

Ubuntu Linux OS 16.04

00:28 and Koha version 16.05.
00:32 To follow this tutorial, learners should be familiar with Library Science.
00:38 To practice this tutorial, you should have Koha installed on your system.
00:44 And, you should also have Admin access in Koha.
00:48 If not, please refer to the Koha Spoken Tutorial series on this website.
00:54 First of all, we will start by defining Circulation and Fine Rules for Patron category.
01:02 Create a Patron Category as Post Graduate student under the Spoken Tutorial Library.
01:10 Recall, all the above has been explained in an earlier tutorial in this series.
01:16 We will be using this information later in this tutorial.
01:21 Your Koha interface will look like this after adding the Patron Category as -

Post Graduate student under the Spoken Tutorial Library.

01:32 Login with Superlibrarian Username Bella and her password.
01:39 Go to Koha Administration.
01:43 Under the section Patrons and circulation, click on Circulation and fines rules.
01:52 Defining circulation and fine rules for all libraries opens.
01:57 Locate Select Library and from the drop-down select Spoken Tutorial Library.
02:05 A new page opens with the title Defining circulation and fine rules for "Spoken Tutorial Library".
02:14 Under the section- Patron category, from the drop-down, click on Post Graduate Student.
02:22 Under the section Item type, from the drop-down click on Book.
02:28 In the field- Current checkouts allowed enter 5.
02:33 I will leave Current on-site checkouts allowed as blank.
02:39 Enter 15 for Loan period.
02:43 I will leave For Unit, as it is i.e. Days.
02:48 Leave Hard due date, as it is.
02:53 Enter Fine amount 5 and Enter 1 for Fine charging interval.
03:01 I will leave When to charge as it is.
03:05 I will leave Fine grace period: blank.
03:09 I will leave Overdue fines cap (amount): and Cap fine at replacement price: blank.
03:17 I will also leave Suspension in days (day) : blank.
03:22 Maximum suspension duration (day): as blank.
03:28 Enter 10 for Renewals allowed (count).
03:33 I will leave Renewal period and No renewal before: blank.
03:39 For Automatic renewal, I will leave as it is.
03:44 For Holds allowed (count) enter 5.
03:48 For On shelf holds allowed- from the drop- down, select If all unavailable.
03:55 I will leave Item level holds as it is.
04:00 Leave Rental discount as blank.
04:04 Next, go to the section Actions, at the extreme right corner of the table and click on Save.
04:13 Same page Defining circulation and fine rules for "Spoken Tutorial Library", opens again.
04:21 This page contains all the entries that we just filled.
04:28 Next to the heading Select the library: , locate Clone these rules to:
04:35 From the drop-down select Spoken Tutorial Library.
04:40 Next, click on the button named as Clone.
04:45 A new page with the heading- Cloning circulation and fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library” will open.
04:56 A message box appears saying “The rules have been cloned”.
05:02 Now, create a Patron Ms. Reena Shah, as Post-Graduate student

for checkout and checkin of Spoken Tutorial Library Items such as- Books, CD/DVDs , Bound Volumes etc.

05:20 Recall, in an earlier tutorial while creating Patron, we have Set permissions for the staff.
05:29 However, here do not set any permission for the Patron i.e student Ms. Reena Shah.
05:38 Simply enter the required details and click on Save at the top of the page.
05:45 Now, logout from the Superlibrarian account.
05:49 Do so by clicking on Spoken Tutorial Library at the top right corner.
05:56 From the drop- down click on Log out.
06:01 Then, login again as Library Staff, Samruddhi.
06:07 Next, on the Home page, click on Circulation.
06:12 Let us begin with Checkout.
06:15 On the Circulation page, click on Check-out i.e. the issuing process.
06:22 On the page that opens, locate the field for Enter patron card number or partial name.

I will enter the name as Reena.

06:34 Click Submit button on the right side of the same search field.
06:39 A new page opens up. In the field for: Checking out to Reena Shah (3) Enter item Barcode:,
06:48 I will enter the value- 00001
06:53 Recall, this Barcode as accession number was mentioned in one of the earlier tutorials.
07:00 Hence, the same value will be entered for Check-out.
07:05 Now, click on Check-out at the bottom of the field.
07:10 Next, to see the Check-out details, click on Show check-outs at the bottom of the page.
07:18 On the same page, a table appears with all the details of the Checked-out item.
07:24 Details such as: Due date, Title, Item type, Location, Checked out on, Checked out from, Call number, Charge, Fine, Price, Renew , and Check in.
07:43 In case, an item has to be renewed or checked in then click on the tab Renew or check in selected items, located at the bottom of the table.
07:56 If there are more than one item then click on the tab Renew all, located adjacent to the tab- Renew or check in selected items, at the bottom of the page.
08:10 I will not click on any of the tabs as I will show how to renew items and check in using the tab Circulation on the Koha homepage.
08:22 On the same page, click on Circulation at the top left corner.
08:28 On the new page that opens, under Circulation, click on Renew.
08:35 A new page opens.

In the field for Enter item barcode, I will enter Barcode as accession number 00001.

08:48 Then click on Submit at the right side of the field.
08:53 A new page opens with a dialog box Item Renewed.
08:58 Next, on the same page, click on Circulation at the top left corner.
09:05 On the new page that opens, under Circulation, click on check in.
09:11 In the new page that opens, locate the field Enter item barcode .
09:17 I will enter Barcode as accession number 00001 with which the item was checked out earlier.
09:27 And, click on Submit at the right side of the field.
09:32 A table appears having details such as- Due date, Title , Author , Barcode, Home Library, Holding library, Shelving location, Call number, Type, Patron and Note.
09:52 Note the Title-Industrial Microbiology,
09:57 Barcode- 00001 and Patron-Shah, Reena (PG) as per the details filled in earlier.
10:09 With this, we complete Circulation.
10:13 Now, log out from the Library staff account.
10:17 To do so, first go to the top right corner, click on Spoken Tutorial Library.
10:25 Then, from the drop-down, select Log out.
10:31 Let us summarize.

In this tutorial, we learnt about: Circulation and Fine Rules for the Patron category,

10:41 Check Out (Issuing), Renewing, Check In (Returning).
10:48 For Assignment: Issue another book to the Patron Ms. Reena Shah.
10:54 The video at the following link summarizes the Spoken Tutorial project.

Please download and watch it.

11:01 The Spoken Tutorial Project Team conducts workshops and gives certificates.

For more details, please write to us.

11:11 Please post your timed queries in this forum.
11:15 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

11:26 This is Bella Tony from IIT Bombay, signing off.

Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Sandhya.np14

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