Koha-Library-Management-System/C2/Receive-Serials/English

Title: How to Receive Serials?

Contributor: Bella Tony, IIT Bombay

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

Keywords:

Visual cue	Narration
Title Slide	Welcome to the Spoken Tutorial on How to Receive Serials.
Learning Objectives	In this tutorial we will learn: How to receive Serials Claim late Serials Check Serials expiration Renew Serials Search Serials
Slide Number 3 System Requirement	To record this tutorial, I am using Ubuntu Linux OS 16.04 Koha version 16.05
Slide 4a Pre-requisites	To follow this tutorial, you should have knowledge of Library Science.
Slide 4b Pre-requisites	To practice this tutorial, you should have Koha installed on your system. And you should have Admin access in Koha. Please refer to the Koha spoken tutorial series on this website for more details.
Log into Koha as Superlibrarian Bella	To receive Serials, let’s login to Koha as Superlibrarian Bella and her password.
On the Koha homepage, click on Serials	On Koha homepage, click on Serials.
Cursor on Title I will type, Microbiology	At the top of the new page, locate the field for Title. Enter the first or any word from the title of the journal. For example, I will type Indian.
Click on Submit	Click on Submit button at the right side of the field.
Cursor on Serials subscriptions,	A new page Serials subscriptions, opens.
Cursor on ISSN Title Notes Library Location Call number Expiration date Actions	This page shows the details for: ISSN Title Notes Library Location Call number Expiration date Actions
Click on the tab Actions >> select Serials receive	Click on the tab Actions at the extreme right side of the table. From the drop-down, select Serial receive.
Serial edition Indian Journal of Microbiology opens with the table	Another page Serial edition Indian Journal of Microbiology opens with the table.
Cursor on Status From the drop down select Arrived	In this table, under the section Status, click on the drop-down and select Arrived.
Click on Save	Next click on the Save button at the bottom of the page.
Cursor on Serial collection information for Indian Journal of Microbiology With the Subscription summary	Another page opens with the heading Serial collection information for Indian Journal of Microbiology Here we can see the Subscription summary.
Narration only	In this way, we can receive Serials.
Narration Only	Now, let’s learn how to Claim late Serials.
Narration only	Koha can send email messages to the Serials vendors if there are late issues.
Slide 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 In such a case, a claim can be sent for issue no.3 that is still to be received.	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 In such a case, a claim can be sent for issue no.3 that is still to be received.
Cursor on Claims	To the left of the main Serials page, there is an option named 'Claims’.
Click on Claims	Click on Claims.
Cursor on No claims notice defined. Please define one. Click on Please define one.	A new page opens with a dialog box: No claims notice defined. Please define one. Click on Please define one.
Cursor on Notices and Slips,	A new page Notices and Slips opens.
Under Notices and Slips, locate the tab Select a library: From the drop down select- Spoken Tutorial Library	Under Notices and Slips, locate the tab Select a library: From the drop-down select your library name. I will select Spoken Tutorial Library.
Under the tab Select a library: >> click on the tab New notice	Under the tab Select a library:, click on the tab New notice.
Cursor on Add notice Cursor on Library	A new page opens with the heading Add notice. On the same page, for the section Library, Koha will by default choose the library name. In my case, it will choose Spoken Tutorial Library.
For Koha module: >> select Claim Serial issue	For Koha module: from the drop-down, select Claim Serial issue.
Go to the tab Library >> select Spoken Tutorial Library	Notice that, as soon as Claim serial issue is selected from the drop down- Koha auto-selects the field for Library as All libraries. So again go to the tab Library and from the drop down select Spoken Tutorial Library.
Narration only	Let’s move ahead.
In Code: type Claim	In the field for Code: type Claim
In Name: type Unsupplied Issues	In the field for Name: type Unsupplied Issues.
Click on Email In the field for Message subject: >> Type Unsupplied Issues	Next, click on the section Email. 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.	Under the section Message body: type the email to the vendor. In my case, the vendor is Mumbai Journal Supplier. I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor.
Cursor on Phone, Print, SMS.	Next, if required you may fill in the details for Phone, Print and SMS. I will leave them blank.
Click on Submit	Next, click on Submit button at the bottom 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. You may select your library from the drop-down as required.
Cursor on: Library Module Code Name Copy notice Actions	On the same page, is a table with filled-in details under the following tabs: Library Module Code Name Copy notice and Actions
Next, go back to Koha homepage.	Next, go back to Koha homepage. To do so go to extreme left corner and click on Home
Koha homepage >> click on Serials.	On the Koha homepage click on Serials.
Click on Claims	On the new page that opens, go to the left side and click on Claims
In Vendor, >> select, Mumbai Journal Supplier	On the new page, in the field for Vendor, select the required vendor from the drop-down. As I have only one vendor for Journals, I will go ahead with the vendor- Mumbai Journal Supplier.
Next, click on Ok.	Next, click on Ok at the right side of the field.
Cursor on Missing issues opens. Click the check-box for Mumbai Journal Supplier.	A new page with title Missing issues opens. On the new page, click on the check box on the left side for Mumbai Journal Supplier. You may click the check-box as per your vendor.
Click on the button Send notification	Next, click on Send notification button at the bottom of the page.
Cursor on same page	The same page re-opens and with this an email is sent to the vendor. Note that the email is sent from Koha server to the respective vendor.
Narration only	We will now learn about Check expiration.
Narration only	Check expiration is used for checking when the subscriptions are about to expire.
Click on Check expiration.	On the same page, go to the left side and click on Check expiration.
Cursor on Check expiration	Check expiration page opens.
On the page Check expiration, under the section for Filter results- Go to Library: from the drop down select Spoken Tutorial Library.	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.
Cursor on Expiring before: Fill the date as 01/01/2019	Next, mention the Expiring before: This will fetch a complete list of all the Journals that would expire before that particular date. For Expiring before: I will enter 01/01/2019
Click Search	Now click on the Search button at the bottom of the page.
Cursor on the list of all the journals Cursor on ISSN Title Library OPAC note Nonpublic note Expiration date Actions	On the same page, a list of journals that are due to expire by 01/01/2019, appear in a tabular form. We can also see the following details- ISSN Title Library OPAC note Nonpublic note Expiration date and Actions
Cursor on Actions >> Click on the button Renew	Now under the tab Actions, click on the button Renew.
Cursor on Subscription renewal for Indian Journal of Microbiology	A new window with the heading, Subscription renewal for Indian Journal of Microbiology, opens up.
Cursor on Start Date Enter- 01/01/2018	On this page enter the following: For Start Date please enter the date as per your requirement. I will enter 01/01/2018
Cursor on Subscription length Cursor on Number of num which means issues Number of weeks Number of months Enter 4 for Number of months	Next is Subscription length. 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 As my Journal is a quarterly publication, Koha by default has selected 4 as Number of num. You may enter as per your requirement.
Cursor on Note for the librarian that will manage your renewal request: blank.	Leave the field Note for the librarian that will manage your renewal request as blank.
Click on Submit	Next, click on the Submit button at the bottom of the page.
Cursor on Subscription renewed	A window with the message Subscription renewed, appears.
Close this window, go to top left corner and click on the cross mark.	To close this window, go to top left corner and click on the cross mark.
Cursor on the message: To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.	Again, another pop-up message appears: To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier. Among the two options under this message Cancel Resend Click on Resend
Cursor on Check expiration Cursor on select Expiration date as 01/12/2019	We are brought to the page Check expiration. Here, under the section for Filter results, select the- Expiring before as 01/12/2019 Remember to only mention the Expiring date. This will fetch a complete list of all the Journals that would expire before that particular date.
Click Search	Now, click Search button at the bottom of the section Filter results.
Cursor on the journal Cursor on: ISSN Title Library OPAC note Nonpublic note Expiration date Actions	On the same page, a list of journals that would be expiring before 01/12/2019, appears in a tabular form. We can also see the following details- ISSN Title Library OPAC note Nonpublic note Expiration date and Actions
Narration only	This is how we can- create the schedule for Serials and receive them as per arrival of the Volume and issues.
Narration only	You may now log out from the Koha Superlibrarian account.
Go to the top right corner of the Koha interface. Click on the Spoken Tutorial Library >> select Log out.	Go to the top right corner of the Koha interface. Click on the Spoken Tutorial Library and from the drop down select Log out.
This brings us to the end of this tutorial.	This brings us to the end of this tutorial.
Summary In this tutorial we learnt: How to receive Serials Claim late Serials Check Serials expiration Renew Serials Search Serials	Let us summarize: In this tutorial we learnt: How to receive Serials Claim late Serials Check Serials expiration Renew Serials Search Serials
Assignment In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added As an assignment- Renew the same subscription.	Assignment In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added. As an assignment, renew the same subscription.
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 Gives certificates for those who pass an online test For more details, please write to [about:blank http://contact@spoken-tutorial.org]	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