Difference between revisions of "Koha-Library-Management-System/C2/Circulation/English"
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+ | Topic: '''Circulation''' | ||
+ | |||
+ | Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay | ||
+ | |||
+ | Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay | ||
+ | |||
+ | Keywords: | ||
+ | |||
+ | |||
{| border=1 | {| border=1 | ||
− | | | + | | style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center> |
− | + | | style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Narration'''</center> | |
− | | | + | |
|- | |- | ||
− | + | | Slide 1 | |
'''Title ''' | '''Title ''' | ||
− | + | | Welcome to the '''Spoken Tutorial '''on '''Circulation''' | |
+ | |||
|- | |- | ||
− | | | + | | Slide Number 2 |
'''Learning Objectives''' | '''Learning Objectives''' | ||
− | | | + | | In this tutorial we will learn about-* '''Circulation and Fine Rules for the Patron category''' |
− | + | ||
− | In this tutorial we will learn about- | + | |
− | * '''Circulation | + | |
* '''Check Out (Issuing)''' | * '''Check Out (Issuing)''' | ||
− | * Renewing | + | * '''Renewing''' |
* '''Check In (Returning)''' | * '''Check In (Returning)''' | ||
|- | |- | ||
− | + | | Slide 3 | |
'''System requirement''' | '''System requirement''' | ||
− | + | | To record this tutorial, I am using* '''Ubuntu Linux OS 16.04''' | |
− | + | ||
− | * '''Ubuntu Linux OS 16.04''' | + | |
* '''Koha version 16.05''' | * '''Koha version 16.05''' | ||
|- | |- | ||
− | + | | Slide Number 4 | |
'''Pre-requisite''' | '''Pre-requisite''' | ||
− | + | | To follow this''' tutorial,''' learners should be familiar with '''Library Science.''' | |
+ | |||
|- | |- | ||
− | + | | Slide 4b | |
'''Pre-requisites''' | '''Pre-requisites''' | ||
− | |||
− | |||
− | |||
+ | | To practice this tutorial, * You should have '''Koha''' installed on your system. | ||
* You should also have '''Admin '''access in''' Koha.''' | * 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. | Recall, all the above has been explained in an earlier tutorial in this series. | ||
− | |||
We will be using this information later in this tutorial. | We will be using this information later in this tutorial. | ||
|- | |- | ||
− | | | + | | Show Koha interface |
− | + | | Your Koha interface will look like this after adding- | |
− | + | ||
− | + | ||
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− | + | The Patron Category as - Post Graduate student under the Spoken Tutorial Library | |
|- | |- | ||
− | || | + | | Login with '''Superlibrarian Username Bella''' |
+ | | Login with '''Superlibrarian Username Bella''' and her''' password''' | ||
− | || | + | |- |
+ | | Go to''' Koha Administration''' | ||
+ | | Go to''' Koha Administration''' | ||
|- | |- | ||
− | ||''' | + | | On new page, '''Patrons and circulation>>Circulation and fines rules.''' |
+ | | Under the 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 the section- '''Patron category, '''from the drop-down, click on '''Post Graduate Student''' |
+ | | * Under the section- '''Patron category, '''from the drop-down, click on '''Post Graduate Student''' | ||
− | |||
|- | |- | ||
− | | | + | | * Under the section '''Item type''', from the drop down click on '''Book''' |
+ | | * Under the section '''Item type''', from the drop down click on '''Book''' | ||
− | ||''' | + | |- |
+ | | * In the field- '''Current checkouts allowed '''enter '''5''' | ||
+ | | * In the field- '''Current checkouts allowed '''enter '''5''' | ||
|- | |- | ||
− | || | + | | * I will leave '''Current on-site checkouts allowed,''' as blank |
+ | | * I will leave '''Current on-site checkouts allowed,''' as blank | ||
− | || | + | |- |
+ | | * Enter '''15 '''for''' Loan period''' | ||
+ | | * Enter '''15 '''for''' Loan period''' | ||
|- | |- | ||
− | || | + | | * leave, '''For Unit,''' as it is |
+ | | * I will leave, '''For Unit,''' as it is i.e. '''Days''' | ||
− | ||Leave ''' | + | |- |
+ | | * Leave''' Hard due date,''' as it is | ||
+ | | * Leave''' Hard due date,''' as it is | ||
|- | |- | ||
− | ||'''Fine | + | | * '''Fine amount '''as 5 |
+ | | Enter '''Fine amount 5 '''and''' ''' | ||
− | ||Enter''' 1''' for''' Fine charging interval''' | + | |- |
+ | | * Enter''' 1''' for''' Fine charging interval''' | ||
+ | | * Enter''' 1''' for''' Fine charging interval''' | ||
|- | |- | ||
− | || | + | | * I will leave '''When to charge '''as it is |
+ | | * I will leave '''When to charge '''as it is | ||
− | ||I will leave ''' | + | |- |
+ | | * I will leave '''Fine grace period: '''blank | ||
+ | | * I will leave '''Fine grace period: '''blank | ||
|- | |- | ||
− | || | + | | * I will leave '''Overdue fines cap (amount): '''and |
+ | | * I will leave '''Overdue fines cap (amount): '''and | ||
− | || | + | |- |
+ | | * '''Cap fine at replacement price: '''blank | ||
+ | | * '''Cap fine at replacement price: '''blank | ||
|- | |- | ||
− | || | + | | * I will also leave '''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 | |
− | + | ||
|- | |- | ||
− | | | + | | * Enter '''10 '''for '''Renewals allowed (count) ''' |
− | + | | * Enter '''10 '''for '''Renewals allowed (count) ''' | |
− | | | + | |
|- | |- | ||
− | | | + | | * I will leave '''Renewal period:''' |
− | + | | * I will leave '''Renewal period: ''' | |
− | | | + | |
|- | |- | ||
− | | | + | | * '''No renewal before:''' blank |
− | + | | * '''No renewal before:''' blank | |
− | + | ||
− | + | ||
− | | | + | |
|- | |- | ||
− | | | + | | * For''' Automatic renewal '''I will leave as it is |
− | + | | * For''' Automatic renewal '''I will leave as it is | |
− | + | ||
|- | |- | ||
− | ||'''Holds allowed (count) ''' | + | | * For '''Holds allowed (count) '''enter '''5''' |
+ | | * For '''Holds allowed (count) '''enter '''5''' | ||
− | |||
|- | |- | ||
− | | | + | | * 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''' | |
− | + | ||
|- | |- | ||
− | | | + | | * I will leave''' Item level holds '''as it is |
− | + | | * I will leave''' Item level holds '''as it is | |
− | + | ||
|- | |- | ||
− | | | + | | * Leave '''Rental discount '''as blank |
− | + | | * Leave '''Rental discount '''as blank | |
− | + | ||
|- | |- | ||
− | + | | Cursor on''' Actions''' | |
Click on '''Save'''. | 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 | 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. | This page contains all the entries that we just filled. | ||
|- | |- | ||
− | | | + | | |
− | | | + | |Next to the heading '''Select the library:''' , locate '''Clone these rules to: ''' |
− | + | From the dropdown select '''Spoken Tutorial Library.''' | |
− | + | ||
− | + | ||
− | + | 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. | |
− | + | ||
− | + | ||
− | + | 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 | |
− | *'''checkout''' and '''checkin''' of '''Spoken Tutorial Library Items''' such as | + | |
− | * | + | *** '''Books, ''' |
+ | *** '''CD/DVDs, ''' | ||
+ | *** '''Bound Volumes''', etc. | ||
− | + | Recall, all the above has been explained in a n earlier tutorial in this series. | |
− | + | Recall, in an earlier tutorial while creating '''Patron '''we have''' Set permissions''' for the staff. | |
− | + | However, here '''do not set any permission for the Patron '''i.e student''' Ms. Reena Shah.''' | |
− | + | ||
− | + | ||
− | + | Simply enter the required details and click on '''Save '''at the top of the page | |
− | + | ||
− | Simply enter the required details and click on '''Save''' at the top of the page | + | |
|- | |- | ||
− | | | + | | 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.''' | ||
+ | | Now logout from the '''Superlibrarian account.''' | ||
− | Do so by clicking on '''Spoken Tutorial Library '''at the top right corner. | + | * 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 '''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 |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | On''' Circulation''' page | + | |
* Click on '''Check-out''' | * Click on '''Check-out''' | ||
− | * In the field for- '''Enter patron card number or partial name''' | + | * In the field for- '''Enter patron card number or partial name''' |
+ | * Enter the name as '''Reena''' | ||
* Click''' Submit '''button | * Click''' Submit '''button | ||
+ | | On the '''Circulation '''page:* Click on '''Check-out '''i.e.''' '''the '''issuing '''process. | ||
+ | * 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 on the right side of the same search field | |
− | * Click | + | |
|- | |- | ||
− | | | + | | In the field for: '''Checking out to Reena Shah (3)''' |
− | + | ||
− | + | '''Enter item Barcode:''' | |
− | + | Enter the value- '''00001.''' | |
− | + | ||
− | + | ||
− | | | + | | A new page opens up. |
− | + | ||
− | + | In the field for: '''Checking out to Reena Shah (3)''' | |
+ | '''Enter item Barcode:''' | ||
− | + | I will enter the value- '''00001 ''' | |
+ | Recall, this '''Barcode as accession number''' was mentioned in one of the earlier tutorials. * Hence, the same value will be entered''' for Check-out''' | ||
− | + | |- | |
+ | | Click on '''Check-out''' at the bottom of the field. | ||
− | ''' | + | Click on '''Show Check-out.''' |
+ | | 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:# '''Due date''' |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | Cursor on: | + | |
− | # '''Due date''' | + | |
# '''Title''' | # '''Title''' | ||
# '''Item type''' | # '''Item type''' | ||
Line 335: | Line 315: | ||
# '''Checked out on''' | # '''Checked out on''' | ||
# '''Checked out from''' | # '''Checked out from''' | ||
+ | # '''Call no.''' | ||
# '''Charge''' | # '''Charge''' | ||
# '''Fine''' | # '''Fine''' | ||
Line 341: | Line 322: | ||
# '''Check in''' | # '''Check in''' | ||
− | | | + | | Details such as:# '''Due date''' |
− | + | ||
− | Details such as: | + | |
− | # '''Due date''' | + | |
# '''Title''' | # '''Title''' | ||
# '''Item type''' | # '''Item type''' | ||
Line 350: | Line 328: | ||
# '''Checked out on''' | # '''Checked out on''' | ||
# '''Checked out from''' | # '''Checked out from''' | ||
+ | # '''Call no.''' | ||
# '''Charge''' | # '''Charge''' | ||
# '''Fine''' | # '''Fine''' | ||
Line 355: | Line 334: | ||
# '''Renew ''' | # '''Renew ''' | ||
# '''Check in''' | # '''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 | |
− | + | ||
− | + | ||
− | * 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''' | |
− | 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 | * located adjacent to the tab, '''Renew or check in selected items '''at the bottom of the page | ||
|- | |- | ||
− | | | + | | Narration only |
− | 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''' | Enter barcode '''00001''' | ||
− | + | | A new page opens. | |
+ | In the field for, '''Enter item barcode, '''I will enter '''Barcode as accession number''' '''00001.''' | ||
− | |||
|- | |- | ||
− | + | | Click on '''Submit''' | |
− | + | | Then click on '''Submit '''at 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''' | Enter barcode '''00001''' | ||
− | + | | In the new page that opens, locate the field '''Enter item barcode .''' | |
+ | I will enter''' Barcode as accession number''' '''00001''' with which the item was '''checked out, '''earlier. | ||
− | |||
|- | |- | ||
− | + | | And click on '''Submit''' on the right side of the field | |
− | + | | And click on '''Submit''' on the right side of the field. | |
+ | |||
|- | |- | ||
− | | | + | | Cursor on:* '''Due date''' |
− | + | ||
− | Cursor on: | + | |
− | + | ||
− | * '''Due date''' | + | |
* '''Title''' | * '''Title''' | ||
* '''Author''' | * '''Author''' | ||
Line 443: | Line 404: | ||
* '''Note''' | * '''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''' | |
− | + | ||
|- | |- | ||
− | | | + | | Cursor on:* '''Title-Industrial Microbiology,''' |
− | + | * '''Barcode -00001 and ''' | |
− | Cursor on: | + | |
− | + | ||
− | * '''Title-Industrial Microbiology,''' | + | |
− | + | ||
− | * '''Barcode -00001''' | + | |
− | + | ||
* '''Patron-Shah, Reena (PG) ''' | * '''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.''' | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
|- | |- | ||
− | + | | Narration only | |
− | | | + | | Now log out from the '''Library staff '''account. |
|- | |- | ||
− | | | + | | Go to the top right corner, click on''' Spoken Tutorial Library''' |
− | + | ||
+ | Select''' Log out''' | ||
+ | | To do so, first go to the top right corner, click on''' Spoken Tutorial Library. ''' | ||
− | + | Then from the drop-down, select''' Log out.''' | |
− | + | ||
− | + | ||
− | + | ||
|- | |- | ||
− | + | | Slide | |
'''Summary''' | '''Summary''' | ||
− | In this tutorial, we learnt about: | + | In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category |
+ | * Check Out (Issuing) | ||
+ | * Renewing | ||
+ | * Check In (Returning) | ||
− | + | | Let us summarize. | |
− | + | ||
− | + | ||
+ | In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category | ||
+ | * Check Out (Issuing) | ||
* Renewing | * Renewing | ||
+ | * Check In (Returning) | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
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− | |||
− | |||
− | |||
|- | |- | ||
− | + | | Assignment: | |
− | + | ||
− | + | ||
Issue another book to the '''Patron Ms. Reena Shah''' | Issue another book to the '''Patron Ms. Reena Shah''' | ||
− | + | | Assignment: | |
− | + | ||
− | + | ||
Issue another book to the '''Patron Ms. Reena Shah''' | Issue another book to the '''Patron Ms. Reena Shah''' | ||
− | |||
− | || Slide: | + | |- |
− | + | |Slide: | |
− | + | ||
− | + | ||
− | + | ||
+ | About '''Spoken Tutorial project'''* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial] | ||
* 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.''' | |
− | + | ||
− | + | ||
Please download and watch it. | Please download and watch it. | ||
− | + | |- | |
− | |- | + | | Slide: |
− | + | ||
− | + | ||
'''Spoken Tutorial''' workshops | '''Spoken Tutorial''' workshops | ||
− | The '''Spoken Tutorial Project''' Team | + | The '''Spoken Tutorial Project''' Team* Conducts workshops using spoken tutorials |
− | + | ||
− | * Conducts workshops using spoken tutorials | + | |
− | + | ||
* Gives certificates for those who pass an online test | * Gives certificates for those who pass an online test | ||
− | |||
* For more details, please write to [about:blank http://contact@spoken-tutorial.org] | * For more details, please write to [about:blank http://contact@spoken-tutorial.org] | ||
− | + | | The''' Spoken Tutorial Project''' Team:* conducts workshops and | |
− | | | + | |
− | + | ||
− | The''' Spoken Tutorial Project''' Team: | + | |
− | + | ||
− | * conducts workshops and | + | |
− | + | ||
* gives certificates. | * gives certificates. | ||
For more details, please write to us. | For more details, please write to us. | ||
+ | |||
|- | |- | ||
− | + | | Slide: | |
Forum for specific questions | Forum for specific questions | ||
− | | | + | | Please post your timed queries in this forum. |
− | + | |- | |
− | |- | + | | Slide: |
− | + | ||
− | + | ||
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 | ||
− | |||
* It is supported by the '''National Mission on Education through ICT, MHRD, Government of India''' | * 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 http://spoken-tutorial.org/NMEICT-Intro] | ||
− | + | | '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.''' | |
− | + | ||
− | + | ||
Line 594: | Line 511: | ||
this link. | this link. | ||
+ | |||
|- | |- | ||
− | + | | | |
− | | | + | | This is Bella Tony from '''IIT Bombay '''signing off. |
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+ | Thank you for joining. | ||
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Revision as of 08:52, 20 September 2018
Topic: Circulation
Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:
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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
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Slide 3
System requirement |
To record this tutorial, I am using* Ubuntu Linux OS 16.04
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Slide Number 4
Pre-requisite |
To follow this tutorial, learners should be familiar with Library Science. |
Slide 4b
Pre-requisites
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To practice this tutorial, * You should have Koha installed on your system.
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. |
Show Koha interface | Your Koha interface will look like this after adding-
The Patron Category as - Post Graduate student under the Spoken Tutorial Library |
Login with Superlibrarian Username Bella | Login with Superlibrarian Username Bella and her password |
Go to Koha Administration | Go to Koha Administration |
On new page, Patrons and circulation>>Circulation and fines rules. | Under the 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 the section- Patron category, from the drop-down, click on Post Graduate Student | * Under the section- Patron category, from the drop-down, click on Post Graduate Student
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* Under the section Item type, from the drop down click on Book | * Under the section Item type, from the drop down click on Book |
* In the field- Current checkouts allowed enter 5 | * In the field- Current checkouts allowed enter 5 |
* I will leave Current on-site checkouts allowed, as blank | * I will leave Current on-site checkouts allowed, as blank |
* Enter 15 for Loan period | * Enter 15 for Loan period |
* leave, For Unit, as it is | * I will leave, For Unit, as it is i.e. Days |
* Leave Hard due date, as it is | * Leave Hard due date, as it is |
* Fine amount as 5 | Enter Fine amount 5 and |
* Enter 1 for Fine charging interval | * Enter 1 for Fine charging interval |
* I will leave When to charge as it is | * I will leave When to charge as it is |
* I will leave Fine grace period: blank | * I will leave Fine grace period: blank |
* I will leave Overdue fines cap (amount): and | * I will leave Overdue fines cap (amount): and |
* Cap fine at replacement price: blank | * Cap fine at replacement price: blank |
* I will also leave Suspension in days (day) : blank | * I will also leave Suspension in days (day) : blank
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* Maximum suspension duration (day): as blank | * Maximum suspension duration (day): as blank |
* Enter 10 for Renewals allowed (count) | * Enter 10 for Renewals allowed (count) |
* I will leave Renewal period: | * I will leave Renewal period: |
* No renewal before: blank | * No renewal before: blank |
* For Automatic renewal I will leave as it is | * For Automatic renewal I will leave as it is |
* For Holds allowed (count) enter 5 | * For Holds allowed (count) enter 5
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* 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 |
* I will leave Item level holds as it is | * I will leave Item level holds as it is |
* Leave 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. |
Next to the heading Select the library: , locate Clone these rules to:
From the dropdown select Spoken Tutorial Library. 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. A message box appears saying “The rules have been cloned”. | |
Create a Patron as- Ms. Reena Shah for
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Now, create a Patron as- Ms. Reena Shah for *
Recall, all the above has been explained in a n earlier tutorial in this series. Recall, in an earlier tutorial while creating Patron we have Set permissions for the staff. However, here do not set any permission for the Patron i.e student Ms. Reena Shah. Simply enter the required details and click on Save at the top of the page |
Now logout from the Superlibrarian account.
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Now logout from the Superlibrarian account.
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Log as a Library Staff, Samruddhi | Then, login again as 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
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On the Circulation page:* Click on Check-out i.e. the issuing process.
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In the field for: Checking out to Reena Shah (3)
Enter item Barcode: Enter the value- 00001. |
A new page opens up.
In the field for: Checking out to Reena Shah (3) Enter item Barcode: I will enter the value- 00001 Recall, this Barcode as accession number was mentioned in one of the earlier tutorials. * Hence, the same value will be entered for Check-out |
Click on Check-out at the bottom of the field.
Click on Show Check-out. |
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:# Due date
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Details such as:# Due date
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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
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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 as accession number 00001. |
Click on Submit | Then click on Submit at 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 as accession number 00001 with which the item was checked out, earlier. |
And click on Submit on the right side of the field | And click on Submit on the right side of the field. |
Cursor on:* Due date
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A table appears having details such as-# Due date
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Cursor on:* Title-Industrial Microbiology,
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Note the: * Title-Industrial Microbiology,
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Narration Only | With this we complete Circulation. |
Narration only | Now log out from the Library staff account. |
Go to the top right corner, click on Spoken Tutorial Library
Select Log out |
To do so, first go to the top right corner, click on Spoken Tutorial Library.
Then from the drop-down, select Log out. |
Slide
Summary In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category
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Let us summarize.
In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category
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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* Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
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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
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The Spoken Tutorial Project Team:* conducts workshops and
For more details, please write to us. |
Slide:
Forum for specific questions |
Please post your timed queries in this forum. |
Slide:
Acknowledgement
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Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
this link. |
This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |