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

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|-
 
|-
 
| 00:06
 
| 00:06
−
|In this tutorial, we will learn:
+
|In this tutorial, we will learn: How to receive '''Serials''',
−
How to receive '''Serials''',
+
 
 
Claim late '''Serials''',
 
Claim late '''Serials''',
 +
 
Check '''Serials expiration''',
 
Check '''Serials expiration''',
−
Renew '''Serials''',
+
 
 +
Renew '''Serials''' and
 +
 
 
Search '''Serials'''.
 
Search '''Serials'''.
  
 
|-
 
|-
 
| 00:23
 
| 00:23
−
|To record this tutorial, I am using:
+
|To record this tutorial, I am using:'''Ubuntu Linux Operating System 16.04''' and
−
'''Ubuntu Linux OS 16.04''' and
+
 
 
'''Koha version 16.05'''
 
'''Koha version 16.05'''
  
Line 65: Line 68:
 
| 01:34
 
| 01:34
 
|  This page shows the details for:
 
|  This page shows the details for:
−
'''ISSN''',
+
'''ISSN''' ,'''Title''','''Notes''', '''Library''', '''Location''', '''Call number''', '''Expiration date''', '''Actions'''.
−
'''Title, '''
+
−
'''Notes''',
+
−
'''Library''',
+
−
'''Location''',
+
−
'''Call number''',
+
−
'''Expiration date''',
+
−
'''Actions'''.
+
  
 
|-
 
|-
Line 96: Line 92:
 
|-
 
|-
 
| 02:25
 
| 02:25
−
|  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. '''
+
  
 
Here, we can see the '''Subscription summary.'''
 
Here, we can see the '''Subscription summary.'''
Line 150: Line 145:
  
 
|-
 
|-
−
| 03:48
+
| 03:49
 
| I will select '''Spoken Tutorial Library.'''
 
| I will select '''Spoken Tutorial Library.'''
  
Line 243: Line 238:
 
|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''',
+
−
 
+
−
'''Code''',
+
−
 
+
−
'''Name''',
+
−
 
+
−
'''Copy notice '''and
+
−
 
+
−
'''Actions'''.
+
  
 
|-
 
|-
Line 264: Line 249:
  
 
|-
 
|-
−
| 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'''.
  
 
|-
 
|-
−
| 06:52
+
| 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.  
  
 
|-
 
|-
−
| 06:59
+
| 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.'''
  
 
|-
 
|-
−
|07:07
+
|07:06
 
|Next, click on''' OK '''at the right side of the field.
 
|Next, click on''' OK '''at the right side of the field.
  
 
|-
 
|-
−
| 07:13
+
| 07:12
 
| A new page with the title '''Missing issues''' opens.
 
| A new page with the title '''Missing issues''' opens.
  
 
|-
 
|-
−
| 07:18
+
| 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.'''
  
 
|-
 
|-
−
| 07:26
+
| 07:25
 
| You may click the check-box as per your vendor.
 
| You may click the check-box as per your vendor.
  
 
|-
 
|-
−
| 07:30
+
| 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.
  
 
|-
 
|-
−
| 07:37
+
| 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.
  
 
|-
 
|-
−
| 07:43
+
| 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.
  
 
|-
 
|-
−
|  07:49
+
|  07:48
 
|  We will now learn about '''Check expiration.'''
 
|  We will now learn about '''Check expiration.'''
  
 
|-
 
|-
−
|  07:53
+
|  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.
  
 
|-
 
|-
−
| 08:00
+
| 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.'''
  
 
|-
 
|-
−
|  08:07
+
|  08:06
 
|  '''Check expiration '''page opens.
 
|  '''Check expiration '''page opens.
  
 
|-
 
|-
−
| 08:11
+
| 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.
 
You may select your library here.
  
 
|-
 
|-
−
| 08:27
+
| 08:26
 
|  Next, mention the '''Expiring before. '''
 
|  Next, mention the '''Expiring before. '''
  
 
|-
 
|-
−
| 08:31
+
| 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.
  
 
|-
 
|-
−
| 08:39
+
| 08:38
 
| For '''Expiring before:, '''I will enter '''01/01/2019'''.
 
| For '''Expiring before:, '''I will enter '''01/01/2019'''.
  
 
|-
 
|-
−
| 08:48
+
| 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.
  
 
|-
 
|-
−
| 08:53
+
| 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.
  
 
|-
 
|-
−
| 09:05
+
| 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'''.
+
  
 
|-
 
|-
−
| 09:24
+
| 09:23
 
|  Now, under the tab '''Actions, '''click on the button''' Renew.'''
 
|  Now, under the tab '''Actions, '''click on the button''' Renew.'''
  
 
|-
 
|-
−
| 09:30
+
| 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.
  
 
|-
 
|-
−
|  09:38
+
|  09:37
 
| On this page, enter the following:
 
| On this page, enter the following:
  
Line 382: Line 352:
  
 
|-
 
|-
−
| 09:52
+
| 09:51
 
|  Next is '''Subscription length.'''
 
|  Next is '''Subscription length.'''
  
 
|-
 
|-
−
| 09:55
+
| 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-
  
Line 394: Line 364:
  
 
|-
 
|-
−
| 10:10
+
| 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.'''
  
 
|-
 
|-
−
| 10:19
+
| 10:18
 
| You may enter as per your requirement.
 
| You may enter as per your requirement.
  
 
|-
 
|-
−
|  10:23
+
|  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.
  
 
|-
 
|-
−
|  10:31
+
|  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.
  
 
|-
 
|-
−
|  10:36
+
|  10:35
 
|  A window with the message '''Subscription renewed''', appears.  
 
|  A window with the message '''Subscription renewed''', appears.  
  
 
|-
 
|-
−
|  10:41
+
|  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.
  
 
|-
 
|-
−
| 10:48
+
| 10:47
 
|  Again, another pop-up message appears:
 
|  Again, another pop-up message appears:
  
 
|-
 
|-
−
| 10:52
+
| 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.'''
  
 
|-
 
|-
−
| 11:04
+
| 11:03
 
| Among the two options under this message-
 
| Among the two options under this message-
  
−
'''Cancel '''and  
+
'''Cancel '''and '''Resend''',
−
'''Resend''',
+
 
   
 
   
 
click on '''Resend'''
 
click on '''Resend'''
  
 
|-
 
|-
−
| 11:12
+
| 11:11
 
|  We are brought to the page '''Check expiration.'''
 
|  We are brought to the page '''Check expiration.'''
  
 
|-
 
|-
−
| 11:16
+
| 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'''.
  
 
|-
 
|-
−
| 11:46
+
| 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.
  
 
|-
 
|-
−
| 11:57
+
| 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'''.
+
  
 
|-
 
|-
−
| 12:16
+
| 12:15
−
|This is how we can-
+
|This is how we can- create the schedule for '''Serials''' and receive them as per arrival of the''' Volume and issues.'''
−
create the schedule for '''Serials''' and  
+
−
receive them as per arrival of the''' Volume and issues.'''
+
  
 
|-
 
|-
−
| 12:26
+
| 12:25
 
| You may now log out from the '''Koha Superlibrarian''' account.
 
| You may now log out from the '''Koha Superlibrarian''' account.
  
 
|-
 
|-
−
| 12:31
+
| 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.'''
  
 
|-
 
|-
−
|  12:43
+
|  12:42
 
| This brings us to the end of this tutorial.
 
| This brings us to the end of this tutorial.
  
 
|-
 
|-
−
| 12:47
+
| 12:46
−
| Let us summarize:
+
| Let us summarize:
  
 
In this tutorial, we learnt:
 
In this tutorial, we learnt:
Line 497: Line 459:
  
 
|-
 
|-
−
|  13:05
+
|  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.
  
 
|-
 
|-
−
| 13:02
+
| 13:11
 
|As an assignment, renew the same subscription.
 
|As an assignment, renew the same subscription.
  
 
|-
 
|-
−
| 13:16
+
| 13:15
 
| The video at the following link summarizes the '''Spoken Tutorial project.'''
 
| The video at the following link summarizes the '''Spoken Tutorial project.'''
  
 
|-
 
|-
−
| 13:20
+
| 13:19
 
| Please download and watch it.
 
| Please download and watch it.
  
 
|-
 
|-
−
| 13:23
+
| 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.
  
 
|-
 
|-
−
| 13:32
+
| 13:31
 
|Please post your timed queries in this forum.
 
|Please post your timed queries in this forum.
  
 
|-
 
|-
−
| 13:36
+
| 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.
  
 
|-
 
|-
−
| 13:47
+
| 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

Retrieved from "https://script.spoken-tutorial.org/index.php?title=Koha-Library-Management-System/C2/Receive-Serials/English-timed&oldid=46049"