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

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Line 16: Line 16:
  
 
In this tutorial we will learn about-
 
In this tutorial we will learn about-
−
* Circulation and Fine Rules for the Patron category
+
* '''Circulation''' and '''Fine Rules''' for the '''Patron category'''
−
* Check Out (Issuing)
+
* '''Check Out (Issuing)'''
 
* Renewing
 
* Renewing
−
* Check In (Returning)
+
* '''Check In (Returning)'''
  
 
|-
 
|-
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'''Pre-requisite'''
 
'''Pre-requisite'''
−
|| To follow this tutorial, learners should have knowledge of '''Library Science.'''
+
|| To follow this tutorial, learners should be familiar with '''Library Science.'''
 
|-
 
|-
 
|| Slide 4b
 
|| Slide 4b
Line 51: Line 51:
 
|-
 
|-
 
|| Narration only
 
|| Narration only
−
|| 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'''
  
  
−
Create a '''Patron category''' as - '''Post Graduate student ''' under the '''Spoken Tutorial Library. '''
+
Create a '''Patron category''' as '''Post Graduate student ''' under the '''Spoken Tutorial Library. '''
  
 
Recall, all the above has been explained in an earlier tutorial in this series.
 
Recall, all the above has been explained in an earlier tutorial in this series.
Line 62: Line 62:
  
 
|-
 
|-
−
|| Login with '''Superlibrarian Username Bella'''
+
|| Login as '''Bella'''
 
|| Login with '''Superlibrarian Username Bella'''
 
|| Login with '''Superlibrarian Username Bella'''
 
|-
 
|-
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||Keep '''Overdue fines cap (amount): '''
 
||Keep '''Overdue fines cap (amount): '''
  
−
||I will leave '''Overdue fines cap (amount): '''and
+
Keep'''Cap fine at replacement price: '''blank
  
−
|-
+
||I will leave '''Overdue fines cap (amount): '''and '''Cap fine at replacement price: '''blank
−
||Keep'''Cap fine at replacement price: '''blank
+
−
 
+
−
||'''Cap fine at replacement price: '''blank
+
  
 
|-
 
|-
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||Skip '''Renewal period:'''
 
||Skip '''Renewal period:'''
  
−
||I will leave '''Renewal period:'''
+
Keep '''No renewal before:''' blank
  
−
|-
+
||I will leave '''Renewal period:''' and '''No renewal before:''' blank
−
||Keep '''No renewal before:''' blank
+
−
 
+
−
||'''No renewal before:''' blank
+
  
 
|-
 
|-
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This page contains all the entries that we just filled.
 
This page contains all the entries that we just filled.
 +
 +
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" | Point to '''Clone these rules to:'''
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" | Now adjacent to the heading '''Select a library''', locate '''Clone these rules to:'''
 +
 +
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on the drop-down >> select '''Spoken Tutorial Library'''
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" | And from the drop-down, select your library.
 +
 +
In my case, '''Koha''' by default, has selected '''Spoken Tutorial Library'''.
 +
 +
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on '''Clone''' button.
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" | Next, click on the button named as '''Clone'''
  
 
|-
 
|-
 
| style="border:0.75pt solid #000001;padding:0.176cm;" |  
 
| style="border:0.75pt solid #000001;padding:0.176cm;" |  
−
*Create a '''Patron '''as- '''Ms. Reena Shah'''
+
| style="border:0.75pt solid #000001;padding:0.176cm;" | A new page with the heading '''Cloning circulation and fine rules from Spoken Tutorial Library to Spoken Tutorial Library''', will open.
  
−
* for '''checkout''' and '''checkin '''of '''Spoken Tutorial Library Items'''
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" | Point to the message box.
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" | A message box appears saying, '''The rules have been cloned'''.
  
 +
|-
 
| style="border:0.75pt solid #000001;padding:0.176cm;" |  
 
| style="border:0.75pt solid #000001;padding:0.176cm;" |  
 +
*Create a '''Patron '''as- '''Ms. Reena Shah'''
 +
 +
* for '''checkout''' and '''checkin '''of '''Spoken Tutorial Library Items'''
  
−
Now, create a '''Patron '''as-'''Ms. Reena Shah''' for-
+
| style="border:0.75pt solid #000001;padding:0.176cm;" | Now, create a '''Patron '''as-'''Ms. Reena Shah''' for-
 
   
 
   
−
*'''checkout''' and '''checkin''' of '''Spoken Tutorial Library Items'''  
+
*'''checkout''' and '''checkin''' of '''Spoken Tutorial Library Items''' such as
  
−
Such as
+
*:'''Books''',
  
−
*'''Books''',  
+
*:'''CD/DVDs''',  
  
−
*'''CD/DVDs''',  
+
*:'''Bound Volumes''', etc.
 +
 
 +
|-
 +
|
 +
|Recall, in an earlier tutorial, while creating '''patron''', we have set permissions for the '''staff'''.
  
−
* '''Bound Volumes''', etc.
+
However, here, do not set any permissions for the '''patron''', that is '''student Ms. Reena Shah'''.
  
 +
Simply enter the required details and click on '''Save''' at the top of the page.
  
−
Recall, all the above has been explained in an earlier tutorial in the same series.
 
 
|-
 
|-
 
||Logout >> Click on '''Spoken Tutorial Library '''>> drop-down >> click on''' Log out.'''
 
||Logout >> Click on '''Spoken Tutorial Library '''>> drop-down >> click on''' Log out.'''
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* Click on '''Check-out '''i.e. the '''issuing '''process.
 
* Click on '''Check-out '''i.e. the '''issuing '''process.
  
 +
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" |Locate '''Enter patron card number or partial name''' >> type '''Reena'''
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" |On the page that opens, locate the field for '''Enter patron card number or partial name'''.
  
−
On the page that opens, locate the field for-
+
I will enter the name as '''Reena'''.
−
* '''Enter patron card number or partial name'''  
+
  
−
I will enter the name as '''Reena'''
+
|-
−
 
+
| style="border:0.75pt solid #000001;padding:0.176cm;" |Click '''Submit''' button
−
 
+
| style="border:0.75pt solid #000001;padding:0.176cm;" |Click''' Submit '''button on the right side of the same search field.
−
* Click''' Submit '''button on the right side of the same search field.
+
  
 
|-
 
|-
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In the field for: '''Checking out to Reena Shah (5)'''
 
In the field for: '''Checking out to Reena Shah (5)'''
  
−
'''Enter item Barcode:'''
+
'''Enter item Barcode:''', I will enter the value- '''00001 '''
−
 
+
  
−
I will enter the value- '''00001 '''
 
  
 +
Recall, this '''barcode''' was mentioned in one of the earlier tutorials.
  
−
Recall, this barcode was mentioned in one of the earlier tutorials.
 
  
−
* Hence, the same value will be entered for '''Check-out'''
+
Hence, the same value will be entered for '''Check-out'''
  
 
|-
 
|-
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* How to renew items and  
 
* How to renew items and  
−
*check in  
+
*check in using the tab '''Circulation''' on the '''Koha''' homepage
−
 
+
−
using the tab '''Circulation''' on the '''Koha''' homepage
+
  
 
|-
 
|-
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| style="border:0.75pt solid #000001;padding:0.176cm;" | Narration Only
 
| style="border:0.75pt solid #000001;padding:0.176cm;" | Narration Only
 
| style="border:0.75pt solid #000001;padding:0.176cm;" | With this we complete '''Circulation.'''
 
| style="border:0.75pt solid #000001;padding:0.176cm;" | With this we complete '''Circulation.'''
 +
 +
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" |Click on '''Spoken Tutorial Library''' at the top right >> select '''Logout'''
 +
| style="border:0.75pt solid #000001;padding:0.176cm;" |You may now logout from the '''library staff''' account.
 +
 +
 +
To do so, go to the top right corner of the page and click on '''Spoken Tutorial Library.'''
 +
 +
 +
From the drop-down, select '''Logout'''
 +
 
|-
 
|-
 
| style="border:0.75pt solid #000001;padding:0.106cm;" | Slide
 
| style="border:0.75pt solid #000001;padding:0.106cm;" | Slide
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* '''Check In''' (Returning)
 
* '''Check In''' (Returning)
  
−
| style="border:0.75pt solid #000001;padding:0.106cm;" | Let us summarize.
+
| style="border:0.75pt solid #000001;padding:0.106cm;" | This brings us to the end of this tutorial.  Let us summarize.
  
  

Revision as of 01:32, 21 July 2018

Visual Cue Narration
Slide 1

Title

Welcome to the Spoken Tutorial on Circulation
Slide Number 2

Learning Objectives

In this tutorial we will learn about-

  • Circulation and Fine Rules for the Patron category
  • Check Out (Issuing)
  • Renewing
  • Check In (Returning)
Slide 3

System requirement

To record this tutorial, I am using-
  • Ubuntu Linux OS 16.04
  • Koha version 16.05
Slide Number 4

Pre-requisite

To follow this tutorial, learners should be familiar with 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.

Narration only First of all we will start by defining Circulation and Fine Rules for Patron category


Create a Patron category as Post Graduate student under the Spoken Tutorial Library.

Recall, all the above has been explained in an earlier tutorial in this series.


We will be using this information later in this tutorial.

Login as Bella Login with Superlibrarian Username Bella
Go to Koha Administration Go to Koha Administration
On new page, Patrons and circulation>>Circulation and fines rules. Under section Patrons and circulation, click on Circulation and fines rules.
Cursor on Defining circulation and fine rules for all libraries Defining circulation and fine rules for all libraries opens.
Locate Select Library >> select Spoken Tutorial Library. Locate Select Library and from the drop-down select Spoken Tutorial Library.
Cursor on Defining circulation and fine rules for "Spoken Tutorial Library", A new page opens with the title- Defining circulation and fine rules for "Spoken Tutorial Library".
Under Patron category, >> click on Post Graduate Student Under the section- Patron category, from the drop-down, click on Post Graduate Student
Under Item type >> click on Books Under the section Item type, from the drop down click on Books
Current checkouts allowed >> enter 5 In the field- Current checkouts allowed enter 5
Leave Current on-site checkouts allowed, as blank I will leave Current on-site checkouts allowed, as blank
Loan period>> enter 15 Enter 15 for Loan period
For Unit, >> select Days For Unit, select Days
Leave Hard due date, as it is Leave Hard due date, as it is
Skip Fine amount Leave Fine amount and
Fine charging interval>> enter 1 Enter 1 for Fine charging interval
Skip When to charge I will leave When to charge as it is
Keep Fine grace period: blank I will leave Fine grace period: blank
Keep Overdue fines cap (amount):

KeepCap fine at replacement price: blank

I will leave Overdue fines cap (amount): and Cap fine at replacement price: blank
Keep Suspension in days (day) : blank I will also leave Suspension in days (day): blank
Maximum suspension duration (day): as blank Maximum suspension duration (day): as blank
Renewals allowed (count) >> Enter 10 Enter 10 for Renewals allowed (count)
Skip Renewal period:

Keep No renewal before: blank

I will leave Renewal period: and No renewal before: blank
Skip Automatic renewal For Automatic renewal I will leave as it is
Holds allowed (count) >> enter 5 For Holds allowed (count) enter 5
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
Skip Item level holds I will leave Item level holds as it is
Keep Rental discount as blank Leave Rental discount as blank
Cursor on Actions

Click on Save.

Next, go to the section Actions at the extreme right corner of the table and click on Save.
Cursor on Defining circulation and fine rules for "Spoken Tutorial Library"


Cursor on entries

Same page Defining circulation and fine rules for "Spoken Tutorial Library", opens again.


This page contains all the entries that we just filled.

Point to Clone these rules to: Now adjacent to the heading Select a library, locate Clone these rules to:
Click on the drop-down >> select Spoken Tutorial Library And from the drop-down, select your library.

In my case, Koha by default, has selected Spoken Tutorial Library.

Click on Clone button. Next, click on the button named as Clone
A new page with the heading Cloning circulation and fine rules from Spoken Tutorial Library to Spoken Tutorial Library, will open.
Point to the message box. A message box appears saying, The rules have been cloned.
  • Create a Patron as- Ms. Reena Shah
  • for checkout and checkin of Spoken Tutorial Library Items
Now, create a Patron as-Ms. Reena Shah for-
  • checkout and checkin of Spoken Tutorial Library Items such as
  • Books,
  • CD/DVDs,
  • Bound Volumes, etc.
Recall, in an earlier tutorial, while creating patron, we have set permissions for the staff.

However, here, do not set any permissions for the patron, that is student Ms. Reena Shah.

Simply enter the required details and click on Save at the top of the page.

Logout >> Click on Spoken Tutorial Library >> drop-down >> click on Log out. Now logout from the Superlibrarian account.


Do so by clicking on Spoken Tutorial Library at the top right corner.


From the drop-down click on Log out.

Log as a Library Staff, Samruddhi Then, login again as a Library Staff, Samruddhi.
On Home page, click on Circulation Next, on the Home page, click on Circulation.
Let us begin with Checkout.

On Circulation page

  • Click on Check-out
  • In the field for- Enter patron card number or partial name enter the name as Reena
  • Click Submit button

On the Circulation page:

  • Click on Check-out i.e. the issuing process.
Locate Enter patron card number or partial name >> type Reena On the page that opens, locate the field for Enter patron card number or partial name.

I will enter the name as Reena.

Click Submit button Click Submit button on the right side of the same search field.
In the field for: Checking out to Reena Shah (5)

Enter item Barcode: >> Enter the value- 00001.


A new page opens up.


In the field for: Checking out to Reena Shah (5)

Enter item Barcode:, I will enter the value- 00001


Recall, this barcode was mentioned in one of the earlier tutorials.


Hence, the same value will be entered for Check-out

Click on Check-out


Click on Show Check-outs.

Now, click on Check-out at the bottom of the field.


Next to see the Check-out details, click on Show check-outs at the bottom of the page.

Narration only On the same page a table appears with all the details of the Checked-out item.

Cursor on:

  1. Due date
  2. Title
  3. Item type
  4. Location
  5. Checked out on
  6. Checked out from
  7. Charge
  8. Fine
  9. Price
  10. Renew
  11. Check in

Details such as:

  1. Due date
  2. Title
  3. Item type
  4. Location
  5. Checked out on
  6. Checked out from
  7. Charge
  8. Fine
  9. Price
  10. Renew
  11. Check in
Cursor on Renew or check in selected items 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

Cursor on Renew all

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

Narration only

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
Click on Circulation


On the same page, click on Circulation at the top left corner.
Click on Circulation>> Renew On the new page that opens, under Circulation click on Renew.
Cursor on Enter item barcode


Enter barcode 00001

A new page opens.


In the field for, Enter item barcode, I will enter barcode 00001.

Click on Submit Then click on Submit on the right side of the field.
Cursor on dialog box: Item Renewed A new page opens with a dialog box- Item Renewed.
Click on Circulation Next, on the same page, click on Circulation at the top left corner.
Click on check in On the new page that opens, under Circulation, click on Check in.
Cursor on Enter item barcode:


Enter barcode 00001

In the new page that opens, locate the field Enter item barcode.


I will enter barcode 00001 with which the item was checked out, earlier.

And click on Submit button And click on Submit on the right side of the field.

Cursor on:

  • Due date
  • Title
  • Author
  • Barcode
  • Home Library
  • Holding library
  • Shelving location
  • Call number
  • Type
  • Patron
  • Note
A table appears having details such as-
  • Due date
  • Title
  • Author
  • Barcode
  • Home Library
  • Holding library
  • Shelving location
  • Call number
  • Type
  • Patron
  • Note

Cursor on:

  • Title-Industrial Microbiology,
  • Barcode -00001 and
  • Patron-Shah, Reena (PG)
Note the:
  • Title-Industrial Microbiology,
  • Barcode -00001 and
  • Patron-Shah, Reena (PG)

as per the details filled in earlier.

Narration Only With this we complete Circulation.
Click on Spoken Tutorial Library at the top right >> select Logout You may now logout from the library staff account.


To do so, go to the top right corner of the page and click on Spoken Tutorial Library.


From the drop-down, select Logout

Slide

Summary

In this tutorial, we learnt about:

  • Circulation and Fine Rules for the Patron category
  • Check Out (Issuing)
  • Renewing
  • Check In (Returning)
This brings us to the end of this tutorial. Let us summarize.


In this tutorial, we learnt about:

  • Circulation and Fine Rules for the Patron category
  • Check Out (Issuing)
  • Renewing
  • Check In (Returning)
Assignment:


Issue another book to the Patron Ms. Reena Shah

Assignment:


Issue another book to the Patron Ms. Reena Shah

Slide:

About Spoken Tutorial project

  • 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.


Slide:

Spoken Tutorial workshops

The Spoken Tutorial Project Team

  • Conducts workshops using spoken tutorials
  • Gives certificates for those who pass an online test

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


  • 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
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.|-

Contributors and Content Editors

Bellatony911, Nancyvarkey

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