Koha-Library-Management-System/C2/Receive-Serials/English-timed
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, Search Serials. |
00:23 | To record this tutorial, I am using:
Ubuntu Linux OS 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- Spoken Tutorial Library |
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 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 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 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. |