Difference between revisions of "Koha-Library-Management-System/C2/Receive-Serials/English-timed"
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| − | |In this tutorial, we will learn: | + | |In this tutorial, we will learn: How to receive '''Serials''', |
| − | How to receive '''Serials''', | + | |
Claim late '''Serials''', | Claim late '''Serials''', | ||
| + | |||
Check '''Serials expiration''', | Check '''Serials expiration''', | ||
| − | Renew '''Serials''' | + | |
| + | Renew '''Serials''' and | ||
| + | |||
Search '''Serials'''. | Search '''Serials'''. | ||
|- | |- | ||
| 00:23 | | 00:23 | ||
| − | |To record this tutorial, I am using: | + | |To record this tutorial, I am using:'''Ubuntu Linux Operating System 16.04''' and |
| − | '''Ubuntu Linux | + | |
'''Koha version 16.05''' | '''Koha version 16.05''' | ||
| Line 96: | Line 99: | ||
|- | |- | ||
| 02:25 | | 02:25 | ||
| − | | Another page opens with the heading: | + | | Another page opens with the heading: '''Serial collection information for Indian Journal of Microbiology. ''' |
| − | '''Serial collection information for Indian Journal of Microbiology. ''' | + | |
Here, we can see the '''Subscription summary.''' | Here, we can see the '''Subscription summary.''' | ||
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|- | |- | ||
| 10:10 | | 10:10 | ||
| − | | As my '''Journal '''is a quarterly publication, Koha by default | + | | As my '''Journal '''is a quarterly publication, Koha by default has selected '''4 '''as '''Number of num.''' |
|- | |- | ||
| Line 429: | Line 431: | ||
| Among the two options under this message- | | Among the two options under this message- | ||
| − | '''Cancel '''and | + | '''Cancel '''and '''Resend''', |
| − | '''Resend''', | + | |
click on '''Resend''' | click on '''Resend''' | ||
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| 11:16 | | 11:16 | ||
| Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''. | | Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''. | ||
| + | |||
Remember to only mention the '''Expiring date.''' | Remember to only mention the '''Expiring date.''' | ||
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|- | |- | ||
| 12:16 | | 12:16 | ||
| − | |This is how we can- | + | |This is how we can- create the schedule for '''Serials''' and receive them as per arrival of the''' Volume and issues.''' |
| − | create the schedule for '''Serials''' and | + | |
| − | receive them as per arrival of the''' Volume and issues.''' | + | |
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| Line 487: | Line 487: | ||
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| 12:47 | | 12:47 | ||
| − | | | + | | Let us summarize: |
In this tutorial, we learnt: | In this tutorial, we learnt: | ||
Revision as of 17:01, 15 January 2019
| Time | Narration |
| 00:01 | Welcome to the Spoken Tutorial on How to Receive Serials. |
| 00:06 | In this tutorial, we will learn: How to receive Serials,
Claim late Serials, Check Serials expiration, Renew Serials and Search Serials. |
| 00:23 | To record this tutorial, I am using:Ubuntu Linux Operating System 16.04 and
Koha version 16.05 |
| 00:36 | To follow this tutorial, you should have knowledge of Library Science. |
| 00:41 | To practice this tutorial, you should have Koha installed on your system. |
| 00:47 | And, you should also have Admin access in Koha. |
| 00:51 | Please refer to the Koha spoken tutorial series on this website for more details. |
| 00:58 | To receive Serials, let’s login to Koha as Superlibrarian Bella and her password. |
| 01:06 | On the homepage, click on Serials. |
| 01:11 | At the top of the new page, locate the field for Title. |
| 01:17 | Enter the first or any word from the title of the journal. For example, I will type Indian. |
| 01:25 | Click on Submit button at the right side of the field. |
| 01:30 | A new page Serials subscriptions opens. |
| 01:34 | This page shows the details for:
ISSN, Title, Notes, Library, Location, Call number, Expiration date, Actions. |
| 01:55 | Click on the tab Actions at the extreme right side of the table. |
| 02:00 | From the drop-down, select Serial receive. |
| 02:05 | Another page Serial edition Indian Journal of Microbiology opens with the table. |
| 02:12 | In this table, under the section Status, click on the drop-down and select Arrived. |
| 02:20 | Next, click on the Save button at the bottom of the page. |
| 02:25 | Another page opens with the heading: Serial collection information for Indian Journal of Microbiology.
Here, we can see the Subscription summary. |
| 02:37 | In this way, we can receive Serials. |
| 02:41 | Now, let’s learn how to Claim late Serials. |
| 02:46 | Koha can send email messages to the Serials vendors if there are late issues. |
| 02:53 | 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. |
| 03:08 | In such a case, a claim can be sent for issue no.3 that is still to be received. |
| 03:15 | To the left of the main Serials page, there is an option named 'Claims’. |
| 03:21 | Click on Claims. |
| 03:24 | A new page opens with a dialog box:
No claims notice defined. Please define one. Click on Please define one. |
| 03:35 | A new page Notices and Slips opens. |
| 03:39 | Under Notices and Slips, locate the tab Select a library:.
From the drop- down, select your Library Name. |
| 03:48 | I will select Spoken Tutorial Library. |
| 03:53 | Under the tab Select a library:, click on the tab New notice. |
| 04:00 | A new page opens with the heading Add notice. |
| 04:05 | On the same page, for the section Library, Koha will, by default, choose the library name. |
| 04:12 | In my case, it will choose Spoken Tutorial Library. |
| 04:17 | For Koha module: from the drop-down, select Claim Serial issue. |
| 04:24 | Notice that as soon as Claim serial issue is selected from the drop down,
Koha auto-selects the field for Library as All libraries. |
| 04:38 | So, again go to the tab Library and from the drop- down select Spoken Tutorial Library. |
| 04:47 | Let’s move ahead. |
| 04:49 | In the field for Code, type: Claim. |
| 04:53 | In the field for Name, type: Unsupplied Issues. |
| 04:59 | Next, click on the section Email. |
| 05:04 | In the field for Message subject:, type: Unsupplied Issues. |
| 05:11 | Under the section Message body: type the email to the vendor. |
| 05:17 | In my case, the vendor is Mumbai Journal Supplier. |
| 05:22 | I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor. |
| 05:31 | Next, if required you may fill in the details for Phone, Print and SMS. I will leave them blank. |
| 05:43 | Next, click on Submit button at the bottom of the page. |
| 05:48 | A new page Notices and Slips opens. |
| 05:52 | Under Notices and Slips, locate the tab Select a library. |
| 05:58 | Koha has auto-selected the Spoken Tutorial Library. |
| 06:03 | You may select your library from the drop-down as required. |
| 06:08 | On the same page, is a table with filled-in details under the following tabs:
Library, Module, Code, Name, Copy notice and Actions. |
| 06:28 | Next, go back to Koha homepage. To do so, go to extreme left corner and click on Home. |
| 06:39 | On the Koha homepage, click on Serials. |
| 06:45 | On the new page that opens, go to the left side and click on Claims. |
| 06:52 | On the new page, in the field for Vendor, select the required vendor from the drop-down. |
| 06:59 | As I have only one vendor for Journals, I will go ahead with the vendor- Mumbai Journal Supplier. |
| 07:07 | Next, click on OK at the right side of the field. |
| 07:13 | A new page with the title Missing issues opens. |
| 07:18 | On the new page, click on the check- box on the left side for Mumbai Journal Supplier. |
| 07:26 | You may click the check-box as per your vendor. |
| 07:30 | Next, click on Send notification button at the bottom of the page. |
| 07:37 | The same page re-opens and with this an email is sent to the vendor. |
| 07:43 | Note that the email is sent from Koha server to the respective vendor. |
| 07:49 | We will now learn about Check expiration. |
| 07:53 | Check expiration is used for checking when the subscriptions are about to expire. |
| 08:00 | On the same page, go to the left side and click on Check expiration. |
| 08:07 | Check expiration page opens. |
| 08:11 | Now, under the section for Filter results,
go to Library: and from the drop-down, select Spoken Tutorial Library. You may select your library here. |
| 08:27 | Next, mention the Expiring before. |
| 08:31 | This will fetch a complete list of all the Journals that would expire before that particular date. |
| 08:39 | For Expiring before:, I will enter 01/01/2019. |
| 08:48 | Now click on the Search button at the bottom of the page. |
| 08:53 | On the same page, a list of journals that are due to expire by 01/01/2019, appear in a tabular form. |
| 09:05 | We can also see the following details-
ISSN, Title, Library, OPAC note, Nonpublic note, Expiration date and Actions. |
| 09:24 | Now, under the tab Actions, click on the button Renew. |
| 09:30 | A new window with the heading Subscription renewal for Indian Journal of Microbiology opens up. |
| 09:38 | On this page, enter the following:
For Start Date please enter the date as per your requirement. I will enter 01/01/2018. |
| 09:52 | Next is Subscription length. |
| 09:55 | It is suggested to fill in one of the three fields, namely-
Number of num which means issues, Number of weeks and Number of months. |
| 10:10 | As my Journal is a quarterly publication, Koha by default has selected 4 as Number of num. |
| 10:19 | You may enter as per your requirement. |
| 10:23 | Leave the field Note for the librarian that will manage your renewal request as blank. |
| 10:31 | Next, click on the Submit button at the bottom of the page. |
| 10:36 | A window with the message Subscription renewed, appears. |
| 10:41 | To close this window, go to top left corner and click on the cross mark. |
| 10:48 | Again, another pop-up message appears: |
| 10:52 | To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier. |
| 11:04 | Among the two options under this message-
Cancel and Resend, click on Resend |
| 11:12 | We are brought to the page Check expiration. |
| 11:16 | Here, under the section for Filter results, select the- Expiring before as 01/12/2019.
Remember to only mention the Expiring date. |
| 11:33 | This will fetch a complete list of all the Journals that would expire before that particular date. |
| 11:40 | Now, click Search button at the bottom of the section Filter results. |
| 11:46 | On the same page, a list of journals that would be expiring before 01/12/2019, appears in a tabular form. |
| 11:57 | We can also see the following details-
ISSN, Title, Library, OPAC note, Nonpublic note, Expiration date and Actions. |
| 12:16 | This is how we can- create the schedule for Serials and receive them as per arrival of the Volume and issues. |
| 12:26 | You may now log out from the Koha Superlibrarian account. |
| 12:31 | Go to the top right corner of the Koha interface. Click on the Spoken Tutorial Library and from the drop-down, select Log out. |
| 12:43 | This brings us to the end of this tutorial. |
| 12:47 | Let us summarize:
In this tutorial, we learnt: how to receive Serials, claim late Serials, check Serials expiration, renew Serials and search Serials. |
| 13:05 | In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added. |
| 13:02 | As an assignment, renew the same subscription. |
| 13:16 | The video at the following link summarizes the Spoken Tutorial project. |
| 13:20 | Please download and watch it. |
| 13:23 | The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us. |
| 13:32 | Please post your timed queries in this forum. |
| 13:36 | Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link. |
| 13:47 | This is Bella Tony from IIT Bombay, signing off. Thank you for joining. |
