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

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'''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 and Fine Rules for the Patron category'''
 
* '''Check Out (Issuing)'''
 
* '''Check Out (Issuing)'''
 
* '''Renewing'''
 
* '''Renewing'''
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'''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 41: Line 43:
  
 
'''Pre-requisite'''
 
'''Pre-requisite'''
−
| To follow this''' tutorial,''' learners should be familiar with '''Library Science.'''
+
| To follow this tutorial, learners should be familiar with '''Library Science.'''
  
 
|-
 
|-
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−
| 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.'''
  
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|-
 
|-
 
| Narration only
 
| Narration only
−
| First of all we will start by defining''' Circulation '''and '''Fine Rules''' for- '''Patron category'''* '''Create a Patron Category as - '''
+
| 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.'''
  
−
'''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.
Line 67: Line 72:
 
|-
 
|-
 
| Show Koha interface
 
| Show Koha interface
−
| Your Koha interface will look like this after adding-
+
| Your '''Koha interface''' will look like this after adding the '''Patron Category''' as -
−
 
+
* '''Post Graduate student''' under the '''Spoken Tutorial Library'''.
−
The Patron Category as - Post Graduate student under the Spoken Tutorial Library
+
  
 
|-
 
|-
 
| Login with '''Superlibrarian Username Bella'''
 
| Login with '''Superlibrarian Username Bella'''
−
| Login with '''Superlibrarian Username Bella''' and her''' password'''
+
| Login with '''Superlibrarian Username Bella''' and her''' password.'''
  
 
|-
 
|-
 
| Go to''' Koha Administration'''
 
| Go to''' Koha Administration'''
−
| Go to''' Koha Administration'''
+
| Go to''' Koha Administration.'''
  
 
|-
 
|-
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|-
 
|-
 
| Cursor on '''Defining circulation and fine rules for "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"'''.
+
| 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, '''>> select '''Post Graduate Student'''
−
| * 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'''>> click on '''Book'''
−
| * 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'''
+
| '''Current checkouts allowed '''>> enter '''5'''
−
| * 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
+
| Point to '''Current on-site checkouts allowed'''  
−
| * 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'''
+
| ''' Loan period'''>> 15
−
| * Enter '''15 '''for''' Loan period'''
+
| Enter '''15 '''for''' Loan period'''
  
 
|-
 
|-
−
| * leave, '''For Unit,''' as it is
+
| Point to '''For Unit'''  
−
| * I will leave, '''For Unit,''' as it is i.e. '''Days'''
+
| I will leave, '''For Unit,''' as it is i.e. '''Days'''
  
 
|-
 
|-
−
| * Leave''' Hard due date,''' as it is
+
| Point to '''Hard due date'''  
−
| * Leave''' Hard due date,''' as it is
+
| Leave''' Hard due date,''' as it is
  
 
|-
 
|-
−
| * '''Fine amount '''as 5
+
| '''Fine amount '''>> 5
−
| Enter '''Fine amount 5 '''and''' '''
+
| Enter '''Fine amount 5 '''and  
  
 
|-
 
|-
−
| * Enter''' 1''' for''' Fine charging interval'''
+
| ''' Fine charging interval''' >> 1
−
| * Enter''' 1''' for''' Fine charging interval'''
+
| Enter''' 1''' for''' Fine charging interval'''
  
 
|-
 
|-
−
| * I will leave '''When to charge '''as it is
+
| Point to '''When to charge '''
−
| * 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
+
| Point to '''Fine grace period: '''
−
| * I will leave '''Fine grace period: '''blank
+
| I will leave '''Fine grace period: '''blank.
  
 
|-
 
|-
−
| * I will leave '''Overdue fines cap (amount): '''and
+
| Point to '''Overdue fines cap (amount): '''
−
| * I will leave '''Overdue fines cap (amount): '''and
+
| I will leave '''Overdue fines cap (amount): '''and
  
−
|-
+
|
−
| * '''Cap fine at replacement price: '''blank
+
| Point to '''Cap fine at replacement price: '''
−
| * '''Cap fine at replacement price: '''blank
+
| '''Cap fine at replacement price: '''blank.
  
 
|-
 
|-
−
| * I will also leave '''Suspension in days (day) : '''blank
+
| Point to '''Suspension in days (day) : '''
−
| * I will also leave '''Suspension in days (day) : '''blank
+
| I will also leave '''Suspension in days (day) : '''blank.
−
 
+
  
  
 
|-
 
|-
−
| * '''Maximum suspension duration (day): '''as blank
+
| Point to '''Maximum suspension duration (day): '''
−
| * '''Maximum suspension duration (day): '''as blank
+
| '''Maximum suspension duration (day): '''as blank.
  
 
|-
 
|-
−
| * Enter '''10 '''for '''Renewals allowed (count) '''
+
| '''Renewals allowed (count) ''' >> 10
−
| * Enter '''10 '''for '''Renewals allowed (count) '''
+
| Enter '''10 '''for '''Renewals allowed (count).'''
  
 
|-
 
|-
−
| * I will leave '''Renewal period:'''
+
| Point to '''Renewal period:'''
−
| * I will leave '''Renewal period: '''
+
| I will leave '''Renewal period: '''
  
 
|-
 
|-
−
| * '''No renewal before:''' blank
+
| Point to '''No renewal before:'''  
−
| * '''No renewal before:''' blank
+
| '''No renewal before:''' blank.
  
 
|-
 
|-
−
| * For''' Automatic renewal '''I will leave as it is
+
| Point to ''' Automatic renewal '''
−
| * For''' Automatic renewal '''I will leave as it is
+
| For''' Automatic renewal '''I will leave as it is.
  
 
|-
 
|-
−
| * For '''Holds allowed (count) '''enter '''5'''
+
| '''Holds allowed (count) '''>> '''5'''
−
| * 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 '''>> select''' If all unavailable'''.
−
| * 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
+
| Point to''' Item level holds '''
−
| * I will leave''' Item level holds '''as it is
+
| I will leave''' Item level holds '''as it is.
  
 
|-
 
|-
−
| * Leave '''Rental discount '''as blank
+
| Point to '''Rental discount.'''
−
| * Leave '''Rental discount '''as blank
+
| Leave '''Rental discount '''as blank.
  
 
|-
 
|-
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|-
 
|-
−
| Cursor on '''Defining circulation and fine rules for "Spoken Tutorial Library"'''
+
| Point to '''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.
 
| Same page '''Defining circulation and fine rules for "Spoken Tutorial Library", '''opens again.

Revision as of 16:55, 20 September 2018


Topic: Circulation

Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay

Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay

Keywords:


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.

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, >> select Post Graduate Student Under the section- Patron category, from the drop-down, click on Post Graduate Student.


Under the section Item type>> click on Book Under the section Item type, from the drop down click on Book.
Current checkouts allowed >> enter 5 In the field- Current checkouts allowed enter 5.
Point to Current on-site checkouts allowed I will leave Current on-site checkouts allowed, as blank.
Loan period>> 15 Enter 15 for Loan period
Point to For Unit I will leave, For Unit, as it is i.e. Days
Point to Hard due date Leave Hard due date, as it is
Fine amount >> 5 Enter Fine amount 5 and
Fine charging interval >> 1 Enter 1 for Fine charging interval
Point to When to charge I will leave When to charge as it is.
Point to Fine grace period: I will leave Fine grace period: blank.
Point to Overdue fines cap (amount): I will leave Overdue fines cap (amount): and Point to Cap fine at replacement price: Cap fine at replacement price: blank.
Point to Suspension in days (day) : I will also leave Suspension in days (day) : blank.


Point to Maximum suspension duration (day): Maximum suspension duration (day): as blank.
Renewals allowed (count) >> 10 Enter 10 for Renewals allowed (count).
Point to Renewal period: I will leave Renewal period:
Point to No renewal before: No renewal before: blank.
Point to Automatic renewal For Automatic renewal I will leave as it is.
Holds allowed (count) >> 5 For Holds allowed (count) enter 5.
For On shelf holds allowed >> select If all unavailable. For On shelf holds allowed from the drop down, select If all unavailable.
Point to Item level holds I will leave Item level holds as it is.
Point to Rental discount. 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.
Point to 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
  • 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, 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.
  • 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.
  • 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
  • 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.
  • 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
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
  1. Title
  2. Item type
  3. Location
  4. Checked out on
  5. Checked out from
  6. Call no.
  7. Charge
  8. Fine
  9. Price
  10. Renew
  11. Check in
Details such as:# Due date
  1. Title
  2. Item type
  3. Location
  4. Checked out on
  5. Checked out from
  6. Call no.
  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 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
  • Title
  • Author
  • Barcode
  • Home Library
  • Holding library
  • Shelving location
  • Call number
  • Type
  • Patron
  • Note
A table appears having details such as-# Due date
  1. Title
  2. Author
  3. Barcode
  4. Home Library
  5. Holding library
  6. Shelving location
  7. Call number
  8. Type
  9. Patron and
  10. 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.
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

  • 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
  • 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* Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial

  • 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

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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