Difference between revisions of "Koha-Library-Management-System/C2/Add-an-Item-type/English"
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Title Slide | Title Slide | ||
− | | Welcome to the | + | | Welcome to the spoken tutorial on how to add an '''Item type '''in the '''Koha interface'''. |
|- | |- | ||
Line 23: | Line 23: | ||
Learning Objectives | Learning Objectives | ||
− | |In this tutorial we will learn-* About '''Item types '''and | + | |In this tutorial we will learn- |
+ | * About '''Item types '''and | ||
* How to add an '''Item type''' | * How to add an '''Item type''' | ||
Line 30: | Line 31: | ||
System Requirement | System Requirement | ||
− | | To record this tutorial, I am using* '''Ubuntu Linux OS 16.04''' | + | | To record this tutorial, I am using |
+ | * '''Ubuntu Linux OS 16.04''' | ||
* '''Koha '''version''' 16.05''' | * '''Koha '''version''' 16.05''' | ||
Line 45: | Line 47: | ||
| To practice this tutorial, you should have '''Koha''' installed on your system. | | 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 | + | |
+ | If not, please refer to the '''Koha spoken tutorial '''series on this website. | ||
|- | |- | ||
Line 62: | Line 66: | ||
|- | |- | ||
| Login with '''username and password''' | | Login with '''username and password''' | ||
− | | We will now login with '''username Bella '''and her password. | + | | We will now login with '''username Bella '''and her '''password'''. |
|- | |- | ||
| Show interface | | Show interface | ||
− | | Now we are inside the '''Koha''' | + | | Now we are inside the '''Koha interface''' as '''Superlibrarian Bella''' |
|- | |- | ||
Line 75: | Line 79: | ||
| '''Slide''' | | '''Slide''' | ||
− | '''Item types '''typically refer to the material in the library-* '''Books,''' | + | '''Item types '''typically refer to the material in the library- |
+ | * '''Books,''' | ||
* '''Journals,''' | * '''Journals,''' | ||
− | * '''CDs/DVDs | + | * '''CDs/DVDs, '''etc. |
− | + | ||
− | + | ||
+ | | '''Item types '''typically refer to the material in the library, such as- | ||
+ | * '''Books,''' | ||
* '''Journals,''' | * '''Journals,''' | ||
− | * '''CDs/DVDs, | + | * '''CDs/DVDs, '''etc. |
|- | |- | ||
Line 96: | Line 101: | ||
|- | |- | ||
| '''Home >> Koha Administration''' | | '''Home >> Koha Administration''' | ||
− | | On the''' Koha Home | + | | On the''' Koha Home page,''' click on '''Koha Administration.''' |
|- | |- | ||
Line 106: | Line 111: | ||
|- | |- | ||
| Click the ''''+ New Item Type''' at the top of the''' Item types administration '''page. | | Click the ''''+ New Item Type''' at the top of the''' Item types administration '''page. | ||
− | | Click the '''' | + | | Click the '''' New Item Type' '''button at the top of the '''Item types administration '''page. |
|- | |- | ||
| Red box highlight on '''Item type''' | | Red box highlight on '''Item type''' | ||
− | | In the | + | | In the''' Item type field''', enter a code for the new '''item type '''that you want to add. |
|- | |- | ||
Line 118: | Line 123: | ||
|- | |- | ||
| Red box highlight on '''Description''' field | | Red box highlight on '''Description''' field | ||
− | | The '''Description''' | + | | The '''Description field''' is the description of the '''item type'''. |
|- | |- | ||
Line 126: | Line 131: | ||
|- | |- | ||
| | | | ||
− | | I will skip '''Search category ''' | + | | I will skip '''Search category field'''. |
|- | |- | ||
Line 134: | Line 139: | ||
|- | |- | ||
| Click on the tab '''bridge''' | | Click on the tab '''bridge''' | ||
− | + | Click on the icon- '''BOOK''' | |
− | + | ||
| Click on the tab '''bridge ''' | | Click on the tab '''bridge ''' | ||
|- | |- | ||
| Narration only | | Narration only | ||
− | | Here, from the below given options, | + | | Here, from the below given options, click on the icon be associated with the '''item type.''' |
− | + | ||
− | click on the icon be associated with the '''item type.''' | + | |
|- | |- | ||
Line 155: | Line 157: | ||
| '''Slide''' | | '''Slide''' | ||
− | Let’s say a book is-* damaged and/or | + | Let’s say a book is- |
+ | * damaged and/or | ||
* has to be kept back for binding purpose | * has to be kept back for binding purpose | ||
− | | Let’s say a book is-* damaged and/or | + | | Let’s say a book is- |
+ | * damaged and/or | ||
* has to be kept back for binding purpose | * has to be kept back for binding purpose | ||
Line 164: | Line 168: | ||
| '''Slide''' | | '''Slide''' | ||
− | '''Hide in OPAC '''will | + | '''Hide in OPAC '''will make the book invisible to the users. |
| In such cases, the option '''Hide in OPAC,''' will make the book invisible to all the users. | | In such cases, the option '''Hide in OPAC,''' will make the book invisible to all the users. | ||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
| Point to '''Hide in OPAC:''' | | Point to '''Hide in OPAC:''' | ||
| As per your requirement, check or uncheck the checkbox for '''Hide in OPAC:''' | | As per your requirement, check or uncheck the checkbox for '''Hide in OPAC:''' | ||
+ | |||
I will leave the checkbox blank. | I will leave the checkbox blank. | ||
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| Use the ''''Not for loan'''' option for '''items''' which are kept in the library but not '''circulated'''. | | Use the ''''Not for loan'''' option for '''items''' which are kept in the library but not '''circulated'''. | ||
− | For e.g* '''Reference books''' | + | For e.g |
+ | * '''Reference books''' | ||
* '''Rare books''' | * '''Rare books''' | ||
* '''Dictionary''' | * '''Dictionary''' | ||
|- | |- | ||
− | | Point to | + | | Point to''' Not for loan''' |
| I will leave this checkbox blank. | | I will leave this checkbox blank. | ||
|- | |- | ||
− | | Point to | + | | Point to''' Rental charge field''' |
− | | You may enter an amount to be charged in the | + | | You may enter an amount to be charged in the '''Rental charge field''', if you wish to. |
− | Particular items in the library may have to be charged a minimum rental fee. | + | Particular '''items''' in the library may have to be charged a minimum rental fee. |
|- | |- | ||
| Point to ''''Rental charge'''' field | | Point to ''''Rental charge'''' field | ||
− | | I will not enter any fee, as rental fee is not required to be charged on most items. | + | | I will not enter any fee, as rental fee is not required to be charged on most '''items'''. |
If you wish to enter a fee, then remember to enter a valid number only. | If you wish to enter a fee, then remember to enter a valid number only. | ||
Line 204: | Line 206: | ||
|- | |- | ||
| Point to '''Checkin message:''' | | Point to '''Checkin message:''' | ||
− | | Next is | + | | Next is the '''Checkin message: text field'''. |
|- | |- | ||
| Point to '''Checkin message:''' | | Point to '''Checkin message:''' | ||
− | | '''Checkin message '''depends on the type of the particular item. | + | | '''Checkin message '''depends on the type of the particular '''item'''. |
− | The options could be-* '''Book''' | + | The options could be- |
+ | * '''Book''' | ||
* '''Serial,''' | * '''Serial,''' | ||
* '''CDs/DVDs''' | * '''CDs/DVDs''' | ||
Line 218: | Line 221: | ||
|- | |- | ||
| Type- '''Bound Volume''' | | Type- '''Bound Volume''' | ||
− | | In the | + | | In the '''field Checkin message:, '''I will type '''Bound Volume.''' |
|- | |- | ||
Line 226: | Line 229: | ||
|- | |- | ||
| '''Point to Checkin message type:''' | | '''Point to Checkin message type:''' | ||
− | | Depending upon the''' item type, '''select a message or an alert for the item. | + | | Depending upon the''' item type, '''select a message or an alert for the '''item'''. |
− | Remember as per the selected option | + | Remember as per the selected option a messsage or an alert will be displayed when check-ins are done for this particular '''item'''. |
− | + | ||
− | + | ||
− | will be displayed when check-ins are done for this particular item. | + | |
|- | |- | ||
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'''SIP media type '''applies only if a sorter or a locker facility is being used in your library. | '''SIP media type '''applies only if a sorter or a locker facility is being used in your library. | ||
+ | |||
So here I’am skipping '''SIP media type'''. | So here I’am skipping '''SIP media type'''. | ||
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|- | |- | ||
| Point to '''Summary '''field. | | Point to '''Summary '''field. | ||
− | | In the '''Summary ''' | + | | In the '''Summary field''', write a summary of the respective''' item ''', if you want to. |
|- | |- | ||
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Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message | Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message | ||
− | | All the details that were filled for the new '''item type'''* appear in a tabular form | + | | All the details that were filled for the new '''item type''' |
+ | * appear in a tabular form | ||
* on the page '''Item types administration''' | * on the page '''Item types administration''' | ||
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| SLIDE | | SLIDE | ||
− | Some important things to note are-* '''Collection codes''' assigned to '''item types''' cannot be edited. | + | Some important things to note are- |
+ | * '''Collection codes''' assigned to '''item types''' cannot be edited. | ||
* Description of the '''item type '''can be edited. | * Description of the '''item type '''can be edited. | ||
− | * Once an '''item type '''is used by items in the library, it cannot be deleted. | + | * Once an '''item type '''is used by '''items''' in the library, it cannot be deleted. |
− | | Some important things to note are-* '''Collection codes''' assigned to '''item types''' cannot be edited. | + | | Some important things to note are- |
+ | * '''Collection codes''' assigned to '''item types''' cannot be edited. | ||
* Description of the '''item type '''can be edited. | * Description of the '''item type '''can be edited. | ||
− | * Once an '''item type '''is used by items in the library, it cannot be deleted. | + | * Once an '''item type '''is used by '''items''' in the library, it cannot be deleted. |
|- | |- | ||
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| Let us summarize. | | Let us summarize. | ||
− | In this tutorial we learnt-* About''' Item types '''and | + | In this tutorial we learnt- |
+ | * About''' Item types '''and | ||
* How to add an '''Item type''' | * How to add an '''Item type''' | ||
Line 302: | Line 307: | ||
| Slide | | Slide | ||
− | Assignment* Add a''' new item- Book '''and | + | Assignment |
+ | * Add a''' new item- Book '''and | ||
* '''Serial '''to your library | * '''Serial '''to your library | ||
− | | As an assignment-* Add a''' | + | | As an assignment- |
+ | * Add a new '''item- ''' | ||
− | # '''Book '''and | + | # '''Book '''and |
# '''Serial''' | # '''Serial''' | ||
Line 314: | Line 321: | ||
| 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] | + | 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. | ||
Line 327: | Line 335: | ||
'''Spoken Tutorial''' workshops | '''Spoken Tutorial''' workshops | ||
− | The '''Spoken Tutorial Project '''Team* Conducts workshops using spoken tutorials | + | The '''Spoken Tutorial Project '''Team |
+ | * 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 contact@spoken-tutorial.org | * For more details, please write to contact@spoken-tutorial.org | ||
− | | The''' Spoken Tutorial Project''' Team | + | | The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. |
− | + | ||
For more details, please write to us. | For more details, please write to us. | ||
Line 340: | Line 348: | ||
Forum for specific questions | Forum for specific questions | ||
− | | | + | |Please post your timed queries in this forum. |
|- | |- | ||
| Slide: | | Slide: | ||
− | Acknowledgement* '''Spoken Tutorial Project''' is a part of the '''Talk to a Teacher '''project | + | 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''' | * It is supported by the '''National Mission on Education through ICT, MHRD, Government of India''' | ||
* More information on this Mission is available at | * More information on this Mission is available at |
Revision as of 08:54, 5 September 2018
Topic: How to add an Item Type
Contributor: Bella Tony, IIT Bombay
Domain Expert: Manju Naika, Central Library, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords: Koha administration, Item Type,
Slide 1
Title Slide |
Welcome to the spoken tutorial on how to add an Item type in the Koha interface. |
Slide Number 2
Learning Objectives |
In this tutorial we will learn-
|
Slide Number 3
System Requirement |
To record this tutorial, I am using
|
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.
|
Show Koha interface | Let us begin.
Let me switch to the Koha interface. |
Narration only | Recall that we had created a Superlibrarian Bella. |
Login with username and password | We will now login with username Bella and her password. |
Show interface | Now we are inside the Koha interface as Superlibrarian Bella |
Narration only | Before we move ahead, let’s first understand what are Item Types. |
Slide
Item types typically refer to the material in the library-
|
Item types typically refer to the material in the library, such as-
|
SLIDE | Every Item type in Koha has a Collection code assigned to it.
This code uniquely identifies that Item type. |
Let us learn to add a new item type. | |
Home >> Koha Administration | On the Koha Home page, click on Koha Administration. |
Cursor on Basic parameters
Click on 'Item Type' |
Go to the section Basic parameters and click on Item Types. |
Click the '+ New Item Type at the top of the Item types administration page. | Click the ' New Item Type' button at the top of the Item types administration page. |
Red box highlight on Item type | In the Item type field, enter a code for the new item type that you want to add. |
Type REF | I will type REF |
Red box highlight on Description field | The Description field is the description of the item type. |
Type Reference | So here, I will type Reference. |
I will skip Search category field. | |
Cursor on Choose an icon: | Next is Choose an icon: |
Click on the tab bridge
Click on the icon- BOOK |
Click on the tab bridge |
Narration only | Here, from the below given options, click on the icon be associated with the item type. |
Select Reference icon | I will select this Reference icon. |
Point to Hide in OPAC: option | Next, we will learn how Hide in OPAC: helps. |
Slide
Let’s say a book is-
|
Let’s say a book is-
|
Slide
Hide in OPAC will make the book invisible to the users. |
In such cases, the option Hide in OPAC, will make the book invisible to all the users. |
Point to Hide in OPAC: | As per your requirement, check or uncheck the checkbox for Hide in OPAC:
|
Point to 'Not for loan’ | Use the 'Not for loan' option for items which are kept in the library but not circulated.
For e.g
|
Point to Not for loan | I will leave this checkbox blank. |
Point to Rental charge field | You may enter an amount to be charged in the Rental charge field, if you wish to.
Particular items in the library may have to be charged a minimum rental fee. |
Point to 'Rental charge' field | I will not enter any fee, as rental fee is not required to be charged on most items.
If you wish to enter a fee, then remember to enter a valid number only. |
Point to Checkin message: | Next is the Checkin message: text field. |
Point to Checkin message: | Checkin message depends on the type of the particular item.
The options could be-
|
Type- Bound Volume | In the field Checkin message:, I will type Bound Volume. |
Point to Checkin message type: | This is followed by Checkin message type: |
Point to Checkin message type: | Depending upon the item type, select a message or an alert for the item.
Remember as per the selected option a messsage or an alert will be displayed when check-ins are done for this particular item. |
Select message from the drop down. | I will select- message. |
Cursor on SIP media type | Next is SIP media type
SIP media type applies only if a sorter or a locker facility is being used in your library.
|
Point to Summary field. | In the Summary field, write a summary of the respective item , if you want to. |
Type-
Item type- Reference Facilitate- Self check out/return |
I will type-
Item type- Reference Facilitate- Self check out/return |
Click on Save changes button. | Lastly, click on Save changes button. |
Cursor on Item types administration | A new page Item types administration opens up. |
Run the cursor through-
Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message |
All the details that were filled for the new item type
|
SLIDE
Some important things to note are-
|
Some important things to note are-
|
This brings us to the end of this tutorial. | |
Slide
Summary |
Let us summarize.
In this tutorial we learnt-
|
Slide
Assignment
|
As an assignment-
to your library |
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
|
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
|
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. |