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

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(Created page with "{| Border=1 |- | align=center| '''Visual cue''' | align=center| '''Narration''' |- || Title Slide || Welcome to the '''Spoken Tutorial''' on '''How to a Receive Serials.'''...")
 
Line 49: Line 49:
 
|-  
 
|-  
 
|| Log into '''Koha '''as '''Superlibrarian Bella '''and her '''password'''
 
|| Log into '''Koha '''as '''Superlibrarian Bella '''and her '''password'''
−
|| To receive''' Serials,''' let’s login to '''Koha '''as Added-
+
|| To receive''' Serials,''' let’s login to '''Koha '''as '''super-librarian'''.
−
 
+
−
Alternately, you may login as a Patron who has Serial control rights
+
  
 
Alternately, you may login as a '''Patron''' who has '''Serials control''' rights.
 
Alternately, you may login as a '''Patron''' who has '''Serials control''' rights.
Line 61: Line 59:
 
|-  
 
|-  
 
|| Cursor on '''Title'''
 
|| Cursor on '''Title'''
−
I will type, '''Microbiology'''
 
  
 
|| At the top of the new page, locate the field for''' Title.'''
 
|| At the top of the new page, locate the field for''' Title.'''
−
 
+
|-
−
Enter the first or any word from the title of the '''journal.'''
+
||
 +
I will type, '''Microbiology'''
 +
||Enter the first or any word from the title of the '''journal.'''
  
 
For example, I will type '''Microbiology.'''
 
For example, I will type '''Microbiology.'''
Line 103: Line 102:
 
|-  
 
|-  
 
|| Another page, '''Serial edition Indian Journal of Microbiology (On Display)''', opens with the table
 
|| Another page, '''Serial edition Indian Journal of Microbiology (On Display)''', opens with the table
−
|| Another page, '''Serial edition Indian Journal of Microbiology (On Display)''', opens with the table.
+
|| Another page, '''Serial edition Indian Journal of Microbiology''', opens with the table.
 
|-  
 
|-  
 
|| Cursor on '''Status '''
 
|| Cursor on '''Status '''
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|| Another page opens with the heading
 
|| Another page opens with the heading
  
−
* '''Serial collection information for Indian Journal of Microbiology (On Display).'''
+
* '''Serial collection information for Indian Journal of Microbiology.'''
  
 
Here we can see the '''Subscription summary.'''
 
Here we can see the '''Subscription summary.'''
Line 155: Line 154:
 
|-  
 
|-  
 
|| Click on '''Home'''>>'''Serials'''
 
|| Click on '''Home'''>>'''Serials'''
−
|| To send a claim for a issue, click on the '''Homepage '''and '''Serials.'''
+
|| To send a claim for an issue, click on the '''Homepage '''and then '''Serials.'''
 
|-  
 
|-  
 
|| Cursor on '''Claims'''
 
|| Cursor on '''Claims'''
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|-  
 
|-  
 
|| Cursor on '''Add notice'''
 
|| Cursor on '''Add notice'''
−
 
−
Cursor on''' Library'''
 
 
|| A new page opens with the heading '''Add notice.'''
 
|| A new page opens with the heading '''Add notice.'''
 +
|-
 +
||Cursor on''' Library'''
 +
||On the same page, for the section''' Library, Koha '''will by default choose the''' '''library name.
  
−
On the same page, for the section''' Library, Koha '''will by default choose the''' '''library name.
 
 
In my case, it will choose '''Spoken Tutorial Library.'''
 
In my case, it will choose '''Spoken Tutorial Library.'''
 
|-  
 
|-  
−
|| For '''Koha module''': from the drop down select '''Claim Serial issue'''
+
|| For '''Koha module''': >> select '''Claim Serial issue'''
 
|| For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''
 
|| For '''Koha module''': from the drop-down, select '''Claim Serial issue.'''
 
|-  
 
|-  
−
|| In the field for '''Code''': type '''CLAIM'''
+
|| In '''Code''': type '''CLAIM'''
 
|| In the field for '''Code''': type '''CLAIM.'''
 
|| In the field for '''Code''': type '''CLAIM.'''
 
|-  
 
|-  
−
|| In the field for '''Name''': type '''Unsupplied Issues'''
+
|| In '''Name''': type '''Unsupplied Issues'''
 
|| In the field for '''Name''': type '''Unsupplied Issues.'''
 
|| In the field for '''Name''': type '''Unsupplied Issues.'''
 
|-  
 
|-  
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−
In the field for '''Message subject: >> '''Type '''Unsupplied Issues'''
+
In '''Message subject: >> '''Type '''Unsupplied Issues'''
 
|| Next, click on the section '''Email.'''
 
|| Next, click on the section '''Email.'''
  
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|| Under the section '''Message body: '''type the '''email '''to the '''vendor.'''
 
|| Under the section '''Message body: '''type the '''email '''to the '''vendor.'''
  
−
In my case''', '''the vendor is '''Mumbai Journal Supplier.'''
+
In my case, the vendor is '''Mumbai Journal Supplier.'''
 +
 
 
I have written a short email to my vendor.
 
I have written a short email to my vendor.
  
−
You may pause the video and write an email to your library’s vendor'''.'''
+
You may pause the video and write an email to your library’s vendor.
 
|-  
 
|-  
 
|| Cursor on '''Phone, Print, SMS.'''
 
|| Cursor on '''Phone, Print, SMS.'''
  
 
|| Next, if required you may fill in the details for '''Phone, Print '''and''' SMS.'''
 
|| Next, if required you may fill in the details for '''Phone, Print '''and''' SMS.'''
−
 
−
Next, if required you may fill in the details for Phone, Print, SMS
 
  
 
I will leave them blank
 
I will leave them blank
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Cursor on '''Select a library'''
 
Cursor on '''Select a library'''
−
|| Under '''Notices and Slips '''locate the tab '''Select a library''', from the drop down select your library.
+
|| Under '''Notices and Slips '''locate the tab '''Select a library'''.
−
 
+
  
 +
From the drop down select your library.
 
|-  
 
|-  
 
|| Cursor on:
 
|| Cursor on:
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|| In the field for '''Vendor,''' from the drop down select, '''Mumbai Journal Supplier'''
 
|| In the field for '''Vendor,''' from the drop down select, '''Mumbai Journal Supplier'''
  
−
Next, click on''' Ok '''at the right side of the field
+
 
 
|| In the field for '''Vendor,''' select the required vendor from the drop-down.  
 
|| In the field for '''Vendor,''' select the required vendor from the drop-down.  
  
 
As I have only one vendor, I will go ahead with the vendor- '''Mumbai Journal Supplier.'''
 
As I have only one vendor, I will go ahead with the vendor- '''Mumbai Journal Supplier.'''
−
 
+
|-
−
 
+
||Click on''' Ok '''
−
Next, click on''' Ok '''at the right side of the field.
+
||Next, click on''' Ok '''at the right side of the field.
 
|-  
 
|-  
 
|| Cursor on''' Missing issues''' opens.
 
|| Cursor on''' Missing issues''' opens.
 +
|| A new page with title '''Missing issues''' opens.
  
−
Click the check box on the left side''' '''for '''Mumbai Journal Supplier.'''
+
|-
−
 
+
||Click the check box on the left side''' '''for '''Mumbai Journal Supplier.'''
−
|| A new page with title '''Missing issues''' opens.
+
||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.'''
 
  
−
You may click the check box as per your''' '''vendor.
+
You may click the check box as per your vendor.
 
|-  
 
|-  
 
|| Click on the button '''Send notification'''
 
|| Click on the button '''Send notification'''
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|| 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.'''
  
  
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# '''Number of months '''
 
# '''Number of months '''
  
−
As my '''Journal '''is a '''quarterly publication''', '''Koha '''by default has selected '''4 '''as '''Number of num (i.e. issues)'''
+
As my '''Journal '''is a '''quarterly publication''', '''Koha '''by default, has selected '''4 '''as '''Number of num (i.e. issues)'''
  
 
You may enter as per your requirement.
 
You may enter as per your requirement.
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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.
−
|-
 
−
|| Click '''Search'''
 
−
|| Now, click '''Search '''button at the bottom of the section '''Filter results'''.
 
 
|-  
 
|-  
 
|| Cursor on the journal  
 
|| Cursor on the journal  
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|-  
 
|-  
 
|| '''Assignment'''
 
|| '''Assignment'''
−
 
  
 
* 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
 
* As an assignment- Renew the same subscription
 
* As an assignment- Renew the same subscription
−
 
 
|| '''Assignment'''
 
|| '''Assignment'''
−
 
  
 
* 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.
 
* As an assignment, renew the same subscription.
 
* As an assignment, renew the same subscription.
−
 
−
 
 
|-  
 
|-  
 
|| Slide:
 
|| Slide:
Line 529: Line 520:
 
* It summarises the Spoken Tutorial project.
 
* It summarises the Spoken Tutorial project.
 
* If you do not have good bandwidth, you can download and watch it.
 
* If you do not have good bandwidth, you can download and watch it.
−
 
−
 
 
|| The video at the following link summarizes the '''Spoken Tutorial project.'''
 
|| The video at the following link summarizes the '''Spoken Tutorial project.'''
  
Line 547: Line 536:
  
 
The''' Spoken Tutorial Project''' Team:
 
The''' Spoken Tutorial Project''' Team:
−
 
 
* conducts workshops and
 
* conducts workshops and
 
* gives certificates.
 
* gives certificates.
Line 562: Line 550:
  
 
Acknowledgement
 
Acknowledgement
−
 
  
 
* '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project
 
* '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project

Revision as of 08:22, 11 September 2017

Visual cue Narration
Title Slide Welcome to the Spoken Tutorial on How to a Receive Serials.
Slide Number 2

Learning Objectives

In this tutorial we will learn:

  1. How to receive Serials
  2. Claim late Serials
  3. Check Serials expiration
  4. Renew Serials
  5. Search Serials
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.

And you should have Admin access in Koha.

Please refer to the Koha Spoken Tutorial series on this website for more details.

Log into Koha as Superlibrarian Bella and her password To receive Serials, let’s login to Koha as super-librarian.

Alternately, you may login as a Patron who has Serials control rights.

I will login as Superlibrarian.

On the Koha homepage, click on Serials On the Koha homepage, click on Serials.
Cursor on Title At the top of the new page, locate the field for Title.

I will type, Microbiology

Enter the first or any word from the title of the journal.

For example, I will type Microbiology.

Click on Submit Click on Submit button at the right side of the field.
Cursor on Serials subscriptions, A new page, Serials subscriptions, opens
Cursor on
  • ISSN
  • Title
  • Notes
  • Library
  • Location
  • Call number
  • Expiration date
  • Actions
This page shows the details for:* ISSN
  • Title
  • Notes
  • Library
  • Location
  • Call number
  • Expiration date
  • Actions
Click on the tab Actions and from the drop down select Serials receive Click on the tab Actions at the extreme right side of the table.

From the drop-down, select Serial receive.

Another page, Serial edition Indian Journal of Microbiology (On Display), opens with the table Another page, Serial edition Indian Journal of Microbiology, opens with the table.
Cursor on Status

From the drop down select Arrived

In this table, under the section Status, click on the drop-down and select Arrived.
Click on Save Next click on the Save button at the bottom of the page.
Cursor on
  • Serial collection information for Indian Journal of Microbiology (On Display),
  • With the Subscription summary
Another page opens with the heading
  • Serial collection information for Indian Journal of Microbiology.

Here we can see the Subscription summary.

Narration only In this way, we can receive Serials.
Narration Only Now, let’s learn how to Claim late Serials.
Narration only Koha can send email messages to the Serials vendors if there are late issues.
Slide

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


In such a case, a claim can be sent for issue no.3 that is still to be received.

Say 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

In such a case, a claim can be sent for issue no.3 that is still to be received.

Click on Home>>Serials To send a claim for an issue, click on the Homepage and then Serials.
Cursor on Claims To the left of the main Serials page, there is an option named 'Claims’.
Click on Claims Click on Claims.
Cursor on No claims notice defined. Please define one.

Click on Please define one.

A new page opens with a dialog box:

No claims notice defined. Please define one.

Click on Please define one.

Cursor on Notices and Slips, A new page Notices and Slips opens.
Under Notices and Slips, locate the tab Select a library:

From the drop down select- Spoken Tutorial Library

Under Notices and Slips, locate the tab Select a library:

From the drop-down select your library name.

I will select Spoken Tutorial Library.

Under the tab Select a library: >> click on the tab New notice Under the tab Select a library:, click on the tab New notice.
Cursor on Add notice A new page opens with the heading Add notice.
Cursor on Library On the same page, for the section Library, Koha will by default choose the library name.

In my case, it will choose Spoken Tutorial Library.

For Koha module: >> select Claim Serial issue For Koha module: from the drop-down, select Claim Serial issue.
In Code: type CLAIM In the field for Code: type CLAIM.
In Name: type Unsupplied Issues In the field for Name: type Unsupplied Issues.
Click on Email


In Message subject: >> Type Unsupplied Issues

Next, click on the section Email.

In the field for Message subject:, type Unsupplied Issues.

Cursor on Message body: >> Type the email as:

Subject: Awaiting Journal issues

Dear Sir/Madam,

Following Journal issues have not been received by the Spoken Tutorial Library.

However, if it has been supplied please confirm with the proof of invoice.

Under the section Message body: type the email to the vendor.

In my case, the vendor is Mumbai Journal Supplier.

I have written a short email to my vendor.

You may pause the video and write an email to your library’s vendor.

Cursor on Phone, Print, SMS. Next, if required you may fill in the details for Phone, Print and SMS.

I will leave them blank

Click on Submit Next, click on Submit button at the bottom of the page.
Cursor on Notices and Slips A new page Notices and Slips opens.
Cursor on Notices and Slips

Cursor on Select a library

Under Notices and Slips locate the tab Select a library.

From the drop down select your library.

Cursor on:

Library

Module

Code

Name

Copy notice

Actions

On the same page, a table appears with filled-in details under the following tabs:


Library

Module

Code

Name

Copy notice

Actions

On Koha homepage, click on Serials.

Now click on Claims.

Next, go back to Koha homepage, and click on Serials.

Now click on Claims.

In the field for Vendor, from the drop down select, Mumbai Journal Supplier


In the field for Vendor, select the required vendor from the drop-down.

As I have only one vendor, I will go ahead with the vendor- Mumbai Journal Supplier.

Click on Ok Next, click on Ok at the right side of the field.
Cursor on Missing issues opens. A new page with title Missing issues opens.
Click 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.


You may click the check box as per your vendor.

Click on the button Send notification Next, click on Send notification button at the bottom of the page.
Cursor on same page The same page re-opens and with this an email is sent to the vendor.


Note that the email is sent from Koha server to the respective vendor.

Narration only We will now learn about Check expiration.
Narration only Check expiration is used for checking when the subscriptions are about to expire.
On the Koha homepage, click on Serials.

Now, click on Check expiration

On the Koha homepage, click on Serials and then on Check expiration.
On the page Check expiration, under the section for Filter results-

Go to Library: from the drop down select Spoken Tutorial Library

Remember to only mention the Expiring date: Expiring before: fill the date as 01/01/2019

Now, under the section for Filter results,
  • Go to Library:
  • and from the drop-down, select Spoken Tutorial Library.


Remember to only mention the Expiring before:

This will fetch a complete list of all the Journals that would expire before that particular date.

For Expiring before: I will enter 01/01/2019

Click Search Now click on the Search button at the bottom of the page.
Cursor on the list of all the journals

Cursor on

ISSN

Title

Library

OPAC note

Nonpublic note

Expiration date

Actions

On the same page, a list of journals that are due to expire by 01/01/2019, appear in a tabular form.

We can also see the following details- ISSN

Title

Library

OPAC note

Nonpublic note

Expiration date

Actions

Cursor on Actions >> Click on the button Renew Now under the tab Actions, click on the button Renew.
Cursor on Subscription renewal for Indian Journal of Microbiology A new window with the heading, Subscription renewal for Indian Journal of Microbiology, opens up.
Cursor on Start Date

Enter- 01/01/2018

On this page enter the following:

For Start Date- please enter the date as per your requirement.


I will enter- 01/01/2018

Cursor on Subscription length

Cursor on

  1. Number of num (i.e. issues)
  2. Number of weeks
  3. Number of months

Enter 4 for Number of months

Next is Subscription length.

It is suggested to fill in one of the three fields, namely-

  1. Number of num (i.e. issues)
  2. Number of weeks
  3. Number of months

As my Journal is a quarterly publication, Koha by default, has selected 4 as Number of num (i.e. issues)

You may enter as per your requirement.

Cursor on Note for the librarian that will manage your renewal request:, blank Leave the field- Note for the librarian that will manage your renewal request as blank.
Click on Submit Next, click on the Submit at the bottom of the page.
Cursor on Check expiration

Cursor on select Expiration date as 01/12/2019

We are brought to the page Check expiration.

Here, under the section for Filter results, select the- Expiring before as 01/12/2019

Remember to only mention the Expiring date.

This will fetch a complete list of all the Journals that would expire before that particular date.

Cursor on the journal

Cursor on:

  1. ISSN
  2. Title
  3. Library
  4. OPAC note
  5. Nonpublic note
  6. Expiration date
  7. Actions
On the same page, a list of journals that would be expiring before 01/12/2019, appears in a tabular form.

We can also see the following details-

  1. ISSN
  2. Title
  3. Library
  4. OPAC note
  5. Nonpublic note
  6. Expiration date
  7. Actions
Narration only This is how we can-
  • create the schedule for Serials and
  • receive them as per arrival of the Volume and issues.
Narration only You may now log out from the Koha Superlibrarian account.
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.

This brings us to the end of this tutorial. This brings us to the end of this tutorial.
Summary-


In this tutorial we learnt:

  1. How to receive Serials
  2. Claim late Serials
  3. Check Serials expiration
  4. Renew Serials
  5. Search Serials


Let us summarize:

In this tutorial we learnt:

  1. How to receive Serials
  2. Claim late Serials
  3. Check Serials expiration
  4. Renew Serials
  5. Search Serials
Assignment
  • In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added
  • As an assignment- Renew the same subscription
Assignment
  • In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added.
  • As an assignment, renew the same subscription.
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* Conducts workshops using spoken tutorials

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
  • More information on this Mission is available at
  • 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.

Contributors and Content Editors

Bellatony911, Nancyvarkey

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