Difference between revisions of "Koha-Library-Management-System/C2/Set-Currency/English-timed"
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− | {| border = 1 | + | {| border = 1 |
− | |'''Time''' | + | |'''Time''' |
− | |'''Narration''' | + | |'''Narration''' |
− | |- | + | |- |
− | |00:01 | + | |00:01 |
− | | Welcome to the''' Spoken Tutorial '''on''' Set Currency. ''' | + | | Welcome to the''' Spoken Tutorial '''on''' Set Currency. ''' |
− | |- | + | |- |
− | | 00:06 | + | | 00:06 |
− | |In this tutorial, we will learn how to set '''Currency''' in '''Koha'''. | + | |In this tutorial, we will learn how to set '''Currency''' in '''Koha'''. |
− | |- | + | |- |
− | | 00:13 | + | | 00:13 |
− | | To record this tutorial, I am using: | + | | To record this tutorial, I am using: |
− | '''Ubuntu Linux | + | '''Ubuntu Linux Operating System 16.04''' and |
− | '''Koha | + | '''Koha version 16.05'''. |
− | |- | + | |- |
− | | 00: | + | | 00:26 |
− | | To follow this tutorial, you should have knowledge of Library Science. | + | | To follow this tutorial, you should have knowledge of Library Science. |
− | |- | + | |- |
− | |00: | + | |00:32 |
− | | To practice this tutorial, you should have '''Koha '''installed on your system. | + | | To practice this tutorial, you should have '''Koha '''installed on your system. |
− | And, you should have '''Admin''' access in '''Koha.''' | + | And, you should have '''Admin''' access in '''Koha.''' |
− | |- | + | |- |
− | |00: | + | |00:42 |
− | | 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. |
− | |- | + | |- |
− | | 00: | + | | 00:49 |
− | | To start with, Login with '''Superlibrarian username Bella '''and her '''password.''' | + | | To start with, Login with '''Superlibrarian username Bella '''and her '''password.''' |
− | |- | + | |- |
− | |00: | + | |00:58 |
− | | Then click on''' Koha Administration.''' | + | | Then click on''' Koha Administration.''' |
− | |- | + | |- |
− | |01: | + | |01:03 |
− | | A new page opens up. | + | | A new page opens up. |
− | |- | + | |- |
− | |01: | + | |01:06 |
− | | Under the section '''Acquisition parameters, '''click on '''Currencies and exchange rates.''' | + | | Under the section '''Acquisition parameters, '''click on '''Currencies and exchange rates.''' |
− | |- | + | |- |
− | | 01: | + | | 01:15 |
− | | Note that this data is not updated automatically. | + | | Note that this data is not updated automatically. |
− | |- | + | |- |
− | |01: | + | |01:20 |
− | | Therefore, it is important to update the data. This will also help to keep the correct '''accounting''' details. | + | | Therefore, it is important to update the data. This will also help to keep the correct '''accounting''' details. |
− | |- | + | |- |
− | | 01: | + | | 01:30 |
− | | Now, click on '''plus New currency.''' | + | | Now, click on '''plus New currency.''' |
− | |- | + | |- |
− | |01: | + | |01:35 |
− | | In the new page that opens, fill in the mandatory details like- | + | | In the new page that opens, fill in the mandatory details like- |
− | '''Currency:''', '''Rate: '''and '''Symbol:. ''' | + | '''Currency:''', '''Rate: '''and '''Symbol:. ''' |
− | |- | + | |- |
− | | 01: | + | | 01:47 |
− | | Since my library is in India, I will enter '''Rupee''' for Currency, | + | | Since my library is in India, I will enter '''Rupee''' for Currency, |
− | '''1 '''for '''Rate '''and | + | '''1 '''for '''Rate '''and |
− | the '''Rupee (₹)''' symbol. | + | the '''Rupee (₹)''' symbol. |
− | |- | + | |- |
− | |02: | + | |02:00 |
− | | Next, enter the''' ISO code''': as '''INR.''' | + | | Next, enter the''' ISO code''': as '''INR.''' |
− | |- | + | |- |
− | |02: | + | |02:05 |
− | | To activate the currency, click the check-box. | + | | To activate the currency, click the check-box. '''Last updated '''shows the date of currency setup. |
− | '''Last updated '''shows the date of currency setup. | + | |
− | |- | + | |- |
− | | 02:14 | + | | 02:14 |
− | | Click on '''Submit '''button at the bottom of the page. | + | | Click on '''Submit '''button at the bottom of the page. |
− | |- | + | |- |
− | |02: | + | |02:19 |
− | | In the new page that opens, under the tab '''Currency, '''the details for''' Rupee '''appears. | + | | In the new page that opens, under the tab '''Currency, '''the details for''' Rupee '''appears. |
− | |- | + | |- |
− | |02: | + | |02:27 |
− | | If the need be, the same can be edited as well. | + | | If the need be, the same can be edited as well. |
− | |- | + | |- |
− | | 02: | + | | 02:32 |
− | | For '''Assignment:''' | + | | For '''Assignment:''' |
− | Set any currency as per your requirement but do not make it 'Active'. | + | Set any currency as per your requirement but do not make it 'Active'. |
− | |- | + | |- |
− | | 02: | + | | 02:41 |
− | | Let’s go back to the '''Koha interface.''' | + | | Let’s go back to the '''Koha interface.''' |
− | |- | + | |- |
− | | 02:45 | + | | 02:45 |
− | | On the same page, click on the tab-''' Column visibility.''' | + | | On the same page, click on the tab-''' Column visibility.''' |
− | |- | + | |- |
− | |02: | + | |02:50 |
− | | From the options, click on the tab '''ISO code'''. | + | | From the options, click on the tab '''ISO code'''. |
− | |- | + | |- |
− | |02: | + | |02:55 |
− | | The '''ISO '''column for''' Rupee '''appears in the table. | + | | The '''ISO '''column for''' Rupee '''appears in the table. |
− | |- | + | |- |
− | | 03: | + | | 03:00 |
− | | Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the '''staging''' tools. | + | | Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the '''staging''' tools. |
− | |- | + | |- |
− | |03: | + | |03:09 |
− | | The '''tool''' will attempt to find and use the price of the currently active currency. | + | | The '''tool''' will attempt to find and use the price of the currently active currency. |
− | |- | + | |- |
− | | 03: | + | | 03:16 |
− | | To edit the '''Currency, '''click on''' Edit''' option for that particular '''Currency.''' I will click on '''Edit '''for the currency '''USD.''' | + | | To edit the '''Currency, '''click on''' Edit''' option for that particular '''Currency.''' I will click on '''Edit '''for the currency '''USD.''' |
− | |- | + | |- |
− | | 03: | + | | 03:29 |
− | | '''Modify currency''' page opens up. | + | | '''Modify currency''' page opens up. |
− | |- | + | |- |
− | |03: | + | |03:32 |
− | | You may change the value of '''Rate''' and '''Symbol.''' I will leave it as they are. | + | | You may change the value of '''Rate''' and '''Symbol.''' I will leave it as they are. |
− | |- | + | |- |
− | | 03: | + | | 03:40 |
− | | Note that I will not click in the check-box for the field '''‘Active’'''. | + | | Note that I will not click in the check-box for the field '''‘Active’'''. |
− | |- | + | |- |
− | |03: | + | |03:46 |
− | | An '''active currency '''is the main currency to use in the library. | + | | An '''active currency '''is the main currency to use in the library. |
− | |- | + | |- |
− | |03: | + | |03:51 |
− | | Since my library is in '''India''', '''Rupee''' will be used as '''active currency.''' | + | | Since my library is in '''India''', '''Rupee''' will be used as '''active currency.''' |
− | |- | + | |- |
− | | 03: | + | | 03:57 |
− | | Next, click on '''Submit '''at the bottom of the page. | + | | Next, click on '''Submit '''at the bottom of the page. |
+ | |||
+ | |- | ||
+ | |04:02 | ||
+ | | The same page '''Currencies and exchange rates '''re-opens. | ||
− | |- | + | |- |
− | |04: | + | |04:08 |
− | | | + | |Now log out from your '''Koha Superlibrarian''' account. |
− | |- | + | |- |
− | |04: | + | |04:13 |
− | | | + | |To do so, first go to the top right corner, click on''' Spoken Tutorial Library. ''' |
− | |- | + | |- |
− | |04: | + | |04:21 |
− | | | + | | Then from the drop-down, select''' Log out.''' |
− | |- | + | |- |
− | |04: | + | | 04:26 |
− | | | + | | This brings us to the end of this tutorial. |
− | |- | + | |- |
− | | 04: | + | | 04:29 |
− | | | + | | Let us summarize.In this tutorial, we learnt how to set '''Currency'''. |
− | |- | + | |- |
− | | 04: | + | |04:36 |
− | | | + | | The video at the following link summarizes the '''Spoken Tutorial''' project. Please download and watch it. |
− | + | ||
− | |- | + | |- |
− | |04: | + | |04:44 |
− | | The | + | | The '''Spoken Tutorial''' Project team conducts workshops and gives certificates. For more details, please write to us. |
− | |- | + | |- |
− | |04: | + | |04:54 |
− | | | + | | Post your timed queries in this Forum. |
− | |- | + | |- |
− | |04: | + | | 04:58 |
− | | | + | |'''Spoken Tutorial '''project is funded by '''NMEICT, MHRD,''' Government of India. |
− | |- | + | |- |
− | | | + | |05:05 |
− | | | + | | More information on this mission is available at this link. |
− | |- | + | |- |
− | |05: | + | | 05:10 |
− | + | | 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 16:38, 21 February 2019
Time | Narration |
00:01 | Welcome to the Spoken Tutorial on Set Currency. |
00:06 | In this tutorial, we will learn how to set Currency in Koha. |
00:13 | To record this tutorial, I am using:
Ubuntu Linux Operating System 16.04 and Koha version 16.05. |
00:26 | To follow this tutorial, you should have knowledge of Library Science. |
00:32 | To practice this tutorial, you should have Koha installed on your system.
And, you should have Admin access in Koha. |
00:42 | Please refer to the Koha spoken tutorial series on this website for more details. |
00:49 | To start with, Login with Superlibrarian username Bella and her password. |
00:58 | Then click on Koha Administration. |
01:03 | A new page opens up. |
01:06 | Under the section Acquisition parameters, click on Currencies and exchange rates. |
01:15 | Note that this data is not updated automatically. |
01:20 | Therefore, it is important to update the data. This will also help to keep the correct accounting details. |
01:30 | Now, click on plus New currency. |
01:35 | In the new page that opens, fill in the mandatory details like-
Currency:, Rate: and Symbol:. |
01:47 | Since my library is in India, I will enter Rupee for Currency,
1 for Rate and the Rupee (₹) symbol. |
02:00 | Next, enter the ISO code: as INR. |
02:05 | To activate the currency, click the check-box. Last updated shows the date of currency setup. |
02:14 | Click on Submit button at the bottom of the page. |
02:19 | In the new page that opens, under the tab Currency, the details for Rupee appears. |
02:27 | If the need be, the same can be edited as well. |
02:32 | For Assignment:
Set any currency as per your requirement but do not make it 'Active'. |
02:41 | Let’s go back to the Koha interface. |
02:45 | On the same page, click on the tab- Column visibility. |
02:50 | From the options, click on the tab ISO code. |
02:55 | The ISO column for Rupee appears in the table. |
03:00 | Remember that the entered ISO code will be used when importing MARC files via the staging tools. |
03:09 | The tool will attempt to find and use the price of the currently active currency. |
03:16 | To edit the Currency, click on Edit option for that particular Currency. I will click on Edit for the currency USD. |
03:29 | Modify currency page opens up. |
03:32 | You may change the value of Rate and Symbol. I will leave it as they are. |
03:40 | Note that I will not click in the check-box for the field ‘Active’. |
03:46 | An active currency is the main currency to use in the library. |
03:51 | Since my library is in India, Rupee will be used as active currency. |
03:57 | Next, click on Submit at the bottom of the page. |
04:02 | The same page Currencies and exchange rates re-opens. |
04:08 | Now log out from your Koha Superlibrarian account. |
04:13 | To do so, first go to the top right corner, click on Spoken Tutorial Library. |
04:21 | Then from the drop-down, select Log out. |
04:26 | This brings us to the end of this tutorial. |
04:29 | Let us summarize.In this tutorial, we learnt how to set Currency. |
04:36 | The video at the following link summarizes the Spoken Tutorial project. Please download and watch it. |
04:44 | The Spoken Tutorial Project team conducts workshops and gives certificates. For more details, please write to us. |
04:54 | Post your timed queries in this Forum. |
04:58 | Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. |
05:05 | More information on this mission is available at this link. |
05:10 | This is Bella Tony from IIT Bombay, signing off. Thank you for joining. |