Difference between revisions of "Koha-Library-Software/C3/Make-purchase-suggestion-using-Koha/English"
(Created page with "'''Title of the Script: Make purchase suggestion using Koha''': '''As Staff''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords:''' koha, koha 24.05, koha library...") |
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'''Keywords:''' koha, koha 24.05, koha library system, koha library interface, purchase suggestion, patron record, library staff, catalog check, bibliographic information, fund selection, submit suggestions, video tutorial. | '''Keywords:''' koha, koha 24.05, koha library system, koha library interface, purchase suggestion, patron record, library staff, catalog check, bibliographic information, fund selection, submit suggestions, video tutorial. | ||
| − | '''Prerequisite: ''' | + | '''Prerequisite: '''Cataloguing. |
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'''Please note''' | '''Please note''' | ||
| − | * | + | * Please note, that you can make purchase suggestions via the staff interface |
| + | |||
* Either for the library or on the patron’s behalf from their record | * Either for the library or on the patron’s behalf from their record | ||
| + | |||
| + | * In this tutorial we will make a purchase suggestion on the patron's behalf | ||
|| Please note, that you can make purchase suggestions via the staff interface. | || Please note, that you can make purchase suggestions via the staff interface. | ||
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'''Please note''' | '''Please note''' | ||
| − | * | + | * What happens when faculty, students, or staff suggest a hard copy purchase? |
| − | * | + | |
| + | * Library staff checks the catalog to confirm if the item is already available | ||
| + | |||
| + | * If unavailable, staff submits a purchase suggestion on the patron's behalf | ||
|| What happens when faculty, students, or staff suggest a hard copy purchase? | || What happens when faculty, students, or staff suggest a hard copy purchase? | ||
Revision as of 12:09, 14 October 2025
Title of the Script: Make purchase suggestion using Koha: As Staff
Author: Vaibhavi Satardekar and Maya Hans
Keywords: koha, koha 24.05, koha library system, koha library interface, purchase suggestion, patron record, library staff, catalog check, bibliographic information, fund selection, submit suggestions, video tutorial.
Prerequisite: Cataloguing.
| Visual Cue | Narration |
| Slide Number 1
Title Slide |
Welcome to this Spoken Tutorial on Make purchase suggestion using Koha as a Staff. |
| Slide Number 2
Learning Objectives
|
In this tutorial, we will learn how to:
|
| Slide Number 3
System Requirement To record this tutorial, I am using
|
To record this tutorial, I am using
I also have a working internet connection. |
| Slide Number 4
Pre-requisites
|
To practice this tutorial, you should have knowledge of Library Science. |
| Slide Number 5
Please note
|
Please note, that you can make purchase suggestions via the staff interface.
Either for the library or on the patron’s behalf from their record. In this tutorial we will make a purchase suggestion on the patron's behalf. |
| Slide Number 6
Please note
|
What happens when faculty, students, or staff suggest a hard copy purchase?
Library staff checks the catalog to confirm if the item is already available. If unavailable, staff submits a purchase suggestion on the patron's behalf. |
| Show Koha interface
Username - Vaibhavi Password - Vaibhavi02 Library: Spoken Tutorial Library Click on Login |
Let us make Purchase Suggestion on Patron's behalf.
I have already logged in as Library Staff Vaibhavi. |
| Show Koha staff interface
In top Check out bar type Maya and press Enter |
On the Koha staff interface locate the Check out bar at the top.
Enter the patron's card number or partial name. I will type Maya and press Enter. |
| Cursor on Checkouts Ms Maya Hans
Click on Purchase suggestions |
The Checkouts page opens with the details of Miss Maya Hans.
On the left side under the patron details, click on the Purchase suggestions. |
| Cursor on Purchase suggestions
Cursor on This patron has not submitted any purchase suggestions Click on +New purchase suggestion |
The Purchase suggestions page opens.
The text highlighted in blue says: This patron has not submitted any purchase suggestions. Now click on the Add New purchase suggestion button. |
| Cursor on Enter a new purchase suggestion
Cursor on Bibliographic information Title: Introduction to Library Science Author: Khan, Riyazuddin Copyright date: 2006 ISBN or ISSN or other standard number: 978-8189741006 Publisher: SBS Publishers |
Enter a new purchase suggestion page opens, directing to fill book details.
In the Bibliographic information section, fill in the details as shown here. Leave the rest of the fields as such. |
| Cursor on Suggestion management
Cursor on By: Hans, Maya (3) Spoken Tutorial Library (Research Scholar) |
Next is the Suggestion management section.
Note that, Koha has auto selected the patron. You can manage the Date as per your requirements. I am keeping it as it is. |
| Cursor on Acquisition information
Cursor on Library Cursor on Fund from the dropdown select Books Fund Cursor on Copies type 5 Cursor on Currency from the dropdown select Rupee Cursor on Price: 795 Cursor on Total: 3975.00 Click on Submit your suggestion |
Scroll down to the Acquisition information section.
Fill in the details as shown here. After entering the details, click the Submit your suggestion button. |
| Cursor on Purchase suggestions
Highlight the table |
The Purchase suggestions page opens.
Here in the table we can see the book suggestion is added successfully. |
| Narration only | With this we come to the end of this tutorial. |
| Slide Number 7
Summary We learned to:
|
Let’s quickly recap. |
| Slide Number 8
Assignment Make a purchase suggestion for the following book:
|
As an assignment
|
| Slide Number 9
Thank you |
Thank you for joining. |