Koha-Library-Management-System/C2/Set-Currency/English-timed

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Revision as of 15:50, 19 February 2019 by Sandhya.np14 (Talk | contribs)

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Time Narration
00:01 Welcome to the Spoken Tutorial on Set Currency.
00:06 In this tutorial, we will learn how to set Currency in Koha.
00:13 To record this tutorial, I am using:

Ubuntu Linux OS 16.04 and

Koha version 16.05.

00:27 To follow this tutorial, you should have knowledge of Library Science.
00:33 To practice this tutorial, you should have Koha installed on your system.

And, you should have Admin access in Koha.

00:43 Please refer to the Koha spoken tutorial series on this website for more details.
00:50 To start with, Login with Superlibrarian username Bella and her password.
00:59 Then click on Koha Administration.
01:04 A new page opens up.
01:07 Under the section Acquisition parameters, click on Currencies and exchange rates.
01:16 Note that this data is not updated automatically.
01:21 Therefore, it is important to update the data. This will also help to keep the correct accounting details.
01:31 Now, click on plus New currency.
01:36 In the new page that opens, fill in the mandatory details like-

Currency:, Rate: and Symbol:.

01:48 Since my library is in India, I will enter Rupee for Currency,

1 for Rate and

the Rupee (₹) symbol.

02:01 Next, enter the ISO code: as INR.
02:06 To activate the currency, click the check-box.

Last updated shows the date of currency setup.

02:14 Click on Submit button at the bottom of the page.
02:20 In the new page that opens, under the tab Currency, the details for Rupee appears.
02:28 If the need be, the same can be edited as well.
02:33 For Assignment:

Set any currency as per your requirement but do not make it 'Active'.

02:42 Let’s go back to the Koha interface.
02:45 On the same page, click on the tab- Column visibility.
02:51 From the options, click on the tab ISO code.
02:56 The ISO column for Rupee appears in the table.
03:01 Remember that the entered ISO code will be used when importing MARC files via the staging tools.
03:10 The tool will attempt to find and use the price of the currently active currency.
03:17 To edit the Currency, click on Edit option for that particular Currency. I will click on Edit for the currency USD.
03:30 Modify currency page opens up.
03:33 You may change the value of Rate and Symbol. I will leave it as they are.
03:41 Note that I will not click in the check-box for the field ‘Active’.
03:47 An active currency is the main currency to use in the library.
03:52 Since my library is in India, Rupee will be used as active currency.
03:58 Next, click on Submit at the bottom of the page.
04:03 The same page Currencies and exchange rates re-opens.
04:09 Now log out from your Koha Superlibrarian account.
04:14 To do so, first go to the top right corner, click on Spoken Tutorial Library.
04:21 Then from the drop-down, select Log out.
04:26 This brings us to the end of this tutorial.
04:30 Let us summarize.

In this tutorial, we learnt how to set Currency.

04:37 The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
04:45 The Spoken Tutorial Project team conducts workshops and gives certificates. For more details, please write to us.
04:55 Post your timed queries in this Forum.
04:59 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
05:06 More information on this mission is available at this link.
05:11 This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14