Difference between revisions of "Koha-Library-Software/C2/Configure-Claim-Notice/English"

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Cursor on '''Serials'''>>'''Claims'''
 
Cursor on '''Serials'''>>'''Claims'''
−
|| The''' Serials '''page opens.
+
|| The ''' Serials '''page opens.
  
−
To the left side of the page under the '''Serials '''menu click on '''Claims'''.  
+
To the left side of the page under the '''Serials ''' menu click on '''Claims'''.  
 
|-  
 
|-  
 
|| '''Claims''' page
 
|| '''Claims''' page
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Also we can see the '''Vendor '''field.
 
Also we can see the '''Vendor '''field.
  
−
Now click on''' '''the '''Please define one'''.
+
Now click on the '''Please define one'''.
 
|-  
 
|-  
 
|| Cursor on '''Notices and slips'''
 
|| Cursor on '''Notices and slips'''
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|-  
 
|-  
 
|| Under the tab '''Select a library >> '''click on the tab +'''New notice>>Claim serial issue'''
 
|| Under the tab '''Select a library >> '''click on the tab +'''New notice>>Claim serial issue'''
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|| Under the tab '''Select a library '''click on Add '''New notice'''.
+
 
 +
|| Under the tab '''Select a library ''' click on Add '''New notice'''.
  
 
From the drop down select '''Claim serial issue'''.
 
From the drop down select '''Claim serial issue'''.
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Notice that''' Koha '''auto-selects the field for '''Library '''as '''All libraries'''.
 
Notice that''' Koha '''auto-selects the field for '''Library '''as '''All libraries'''.
  
−
So click on the '''Library '''field, and from the''' '''drop down select '''Spoken Tutorial Library'''.
+
So click on the '''Library '''field, and from the drop down select '''Spoken Tutorial Library'''.
 
|-  
 
|-  
 
|| '''Koha module>>''' drop down select '''Claim serial issue.'''
 
|| '''Koha module>>''' drop down select '''Claim serial issue.'''
−
|| For the''' Koha module '''field, from the drop down select '''Claim serial issue '''if not selected by default.
+
|| For the''' Koha module '''field, from the drop down select '''Claim serial issue ''' if not selected by default.
 
|-  
 
|-  
 
|| In '''Code''': type '''Claim'''
 
|| In '''Code''': type '''Claim'''
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Spoken Tutorial Library
 
Spoken Tutorial Library
−
|| To the right side of the '''Message body '''field''' '''we can see a textbox.
+
|| To the right side of the '''Message body '''field''' we can see a textbox.
  
−
Here we will''' '''type the email''' '''to the vendor.
+
Here we will''' '''type the email to the vendor.
  
 
In my case''', '''the vendor is '''Powai Book Agency'''.
 
In my case''', '''the vendor is '''Powai Book Agency'''.
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Narration only
 
Narration only
−
|| Scrolling down the page we can also see options like '''Print, SMS '''and '''Format'''.
+
|| Scrolling down the page we can also see options like '''Print, SMS ''' and '''Format'''.
 
|-  
 
|-  
 
|| Click on '''Save'''
 
|| Click on '''Save'''
−
|| Next click on the''' Save '''button at the top of the page.
+
|| Next click on the''' Save ''' button at the top of the page.
 
|-  
 
|-  
 
|| Cursor on '''Notices and Slips'''
 
|| Cursor on '''Notices and Slips'''
−
|| A new page '''Notices and Slips '''opens.
+
|| A new page '''Notices and Slips ''' opens.
 
|-  
 
|-  
 
|| Cursor on '''Notices and Slips'''
 
|| Cursor on '''Notices and Slips'''
  
 
Cursor on '''Select a library'''
 
Cursor on '''Select a library'''
−
|| '''Locate the tab '''Select a library'''.
+
|| Under '''Notices and Slips '''  Locate the tab '''Select a library'''.
  
 
'''Koha '''has auto-selected the '''Spoken Tutorial Library'''.
 
'''Koha '''has auto-selected the '''Spoken Tutorial Library'''.
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Cursor on''' Actions: Edit/Delete'''
 
Cursor on''' Actions: Edit/Delete'''
 +
 
|| On the same page a table appears with the following details like-
 
|| On the same page a table appears with the following details like-
  
 
'''Library, Module, Code, Name, Last updated, Copy notice '''and '''Actions'''.
 
'''Library, Module, Code, Name, Last updated, Copy notice '''and '''Actions'''.
  
−
The last column '''Actions''' provides the option to '''Edit '''and''' Delete '''the notices.
+
The last column '''Actions''' provides the option to '''Edit '''and''' Delete ''' the notices.
  
 
You can choose the option as per your requirement.
 
You can choose the option as per your requirement.
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|| Let’s quickly recap.
 
|| Let’s quickly recap.
  
−
Today we learned how to:* '''Configure '''a''' Claim Notice'''.
+
Today we learned how to:
 +
 
 +
* '''Configure '''a''' Claim Notice'''.
  
 
|-  
 
|-  

Latest revision as of 14:05, 13 June 2025

Title of the Script: Configure Claim Notice

Author: Vaibhavi Satardekar and Maya Hans

Keywords: Koha, Koha 24.05, Serials module, Claim notices, Notices and slips, Configure claim email, Configure serial claims, Claim email template, Email, Video tutorial.


Pre-requisites: Receive Serials


Visual Cue Narration
Slide Number 1

Title Slide

Welcome to this Spoken Tutorial on Configure Claim Notice in Koha.
Slide Number 2

Learning Objectives

We will learn how to-

  • Configure Claim Notice
In this tutorial, we will learn how to-
  • Configure a Claim Notice.
Slide Number 3

System Requirement

  • Ubuntu Linux OS version 22 point 04
  • Koha version 24 point 05
  • Firefox version 131 point 0 point 3
  • A working internet connection
To record this tutorial, I am using
  • Ubuntu Linux OS version 22 point 04.
  • Koha version 24 point 05.
  • Firefox version 131 point 0 point 3.

I also have a working internet connection.

Slide Number 4

Pre-requisites

  • You should have knowledge of Library Science
To follow this tutorial, you should have knowledge of Library Science.
Narration only Please note that Koha can send email messages to the Serials vendors if there are late issues.
Slide Number 5

Example

Out of 4 Serial issues the library has received-

  • Only issue numbers 1, 2 and 3
  • Issue no. 4 has not been received
  • In such a case a claim can be sent for issue no.4 that is still to be received
For example:

In case, out of 4 Serial issues the library has received-

  • Only issue numbers 1, 2 and 3
  • And issue no. 4 has not been received

In such case claim can be sent for issue no. 4 that is still to be received.

Narration only

Login with Superlibrarian account

Username - Bella

Password - Library@1

Library: Spoken Tutorial Library

Click on Login

To configure a claim notice I have already logged in as Superlibrarian.
On the Koha staff interface, click on Serials module On the Koha staff interface click on the Serials module.
Cursor on Serials

Cursor on Serials>>Claims

The Serials page opens.

To the left side of the page under the Serials menu click on Claims.

Claims page

Cursor on No claims notice defined. Please define one.

Click on Please define one.

The Claims page opens.

On this page the text highlighted in yellow says No claims notice defined. Please define one.

Also we can see the Vendor field.

Now click on the Please define one.

Cursor on Notices and slips

Under Notices and Slips locate the tab Select a library:

From the drop down select- Spoken Tutorial Library

A new page Notices and slips opens.

Locate the tab Select a library.

From the drop-down select Spoken Tutorial Library.

Under the tab Select a library >> click on the tab +New notice>>Claim serial issue Under the tab Select a library click on Add New notice.

From the drop down select Claim serial issue.

New notice page

Go to the tab Library >> select Spoken Tutorial Library

New notice page opens.

Notice that Koha auto-selects the field for Library as All libraries.

So click on the Library field, and from the drop down select Spoken Tutorial Library.

Koha module>> drop down select Claim serial issue. For the Koha module field, from the drop down select Claim serial issue if not selected by default.
In Code: type Claim In the Code field type Claim.
In Name: type Unsupplied Issues In the Name field type Unsupplied Issues.
Click on Email

In the field for Message subject: >> Type Unsupplied Issues

Next, click on the Email section to expand the email field.

Scrolling down 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.

Regards,

Journal Section

Spoken Tutorial Library

To the right side of the Message body field we can see a textbox.

Here we will type the email to the vendor.

In my case, the vendor is Powai Book Agency.

I have written a short email to the vendor.

You may pause the video and write an email as shown here.

Cursor on Print, SMS, Format

Narration only

Scrolling down the page we can also see options like Print, SMS and Format.
Click on Save Next click on the Save button at the top 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.

Koha has auto-selected the Spoken Tutorial Library.

Cursor on:

Library: Spoken Tutorial Library.

Module: Claim serial issue

Code: Claim

Name: Unsupplied issues

Last updated: 04/02/2025 12:19

Copy notice: Copy to Central Library

Cursor on Actions: Edit/Delete

On the same page a table appears with the following details like-

Library, Module, Code, Name, Last updated, Copy notice and Actions.

The last column Actions provides the option to Edit and Delete the notices.

You can choose the option as per your requirement.

Narration only With this we come to the end of the tutorial.
Slide Number 6

Summary

In this tutorial we learned to:* Configure Claim Notice

Let’s quickly recap.

Today we learned how to:

  • Configure a Claim Notice.
Slide Number 7

Assignment* Prepare a reminder claim notice


As an assignment* Prepare a reminder claim notice.
Slide Number 8

Thank you

Thank you for joining.

Contributors and Content Editors

Anjali, Madhurig

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