Koha-Library-Software/C2/Circulation-and-Fine-Rules/English

Title of the Script: Circulation and Fine Rules

Author: Vaibhavi Satardekar and Maya Hans

Keywords: Koha, Koha 24.05, Circulation and Fine Rules, Patron Categories, Standard Rules for Libraries, Circulation Rules Customization Video tutorial.

Visual Cue	Narration
Slide Number 1 Title Slide	Welcome to this Spoken Tutorial on Circulation and Fine Rules in Koha.
Slide Number 2 Learning Objectives In this tutorial, we will learn about- Circulation and Fine Rules for the Patron category	In this tutorial, we will learn about- Circulation and Fine Rules for the Patron category
Slide Number 3 System Requirements To record this tutorial, I am using Ubuntu Linux OS v22.04 Koha v24.05 Firefox v131.0.3 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 https://spoken-tutorial.org/	To follow this tutorial, you should have Koha installed on your system and Admin access in Koha. If not, refer to the Koha Installation tutorial on this site. Also, you should have knowledge of Library Science.
Slide Number 5 As an activity pause and create a Patron Category as Post graduate student under the Spoken Tutorial Library. Hint Administration> Patrons and circulation >Patron categories>+ New category> Post graduate student	Let us start by defining the Circulation and Fine Rules for Patron category. As an activity pause and create a Patron Category as Post graduate student under the Spoken Tutorial Library. Recall, it has been explained in an earlier tutorial in this series. We will be using this information later in this tutorial. Resume the tutorial once the Patron category is created.
Show Patron categories page Screenshot	Your Koha interface will look like this after adding the Patron Category as - Postgraduate student under the Spoken Tutorial Library.
Show Koha login interface Login to Koha with Username as Bella and Password as Library@1. Show superlogin png	Let us switch to the Koha interface. I will login as a superlibrarian.
Show Koha staff Interface	The Koha staff interface opens.
Click on Koha administration	Click on the Koha administration module.
Koha administration page	The Koha administration page opens.
On new page, Patrons and circulation>>Circulation and fines rules.	Scroll down to Patrons and circulation section and click on Circulation and fine rules.
Cursor on Defining circulation and fine rules for all libraries	Defining circulation and fine rules for all libraries opens.
Locate Select a library >> select Standard rules for all libraries.	Locate, Select a library and from the drop-down select Standard rules for all libraries if not selected by default.
Cursor on Defining circulation and fine rules for all libraries"	A new page opens with the title Defining circulation and fine rules for all libraries
Under the section Patron category, >> select Post graduate student	Now scroll down and locate Patron category column, from the drop-down, click on Post graduate student
Under the section Item type>> click Books	Under the section Item type, from the drop-down click on Books.
Current checkouts allowed >> enter 5	In the field- Current checkouts allowed enter 5.
Point to Current on-site checkouts allowed	I will leave Current on-site checkouts allowed, as it is.
Loan period>> 30	Enter 30 for Loan period
Point to For Unit	I will leave, For Unit, as it is i.e. Days
Point to Hard due date	Leave Hard due date, as it is
Fine amount >>5	Enter Fine amount as 5
Fine charging interval >> 1	And Enter 1 for Fine charging interval
Point to When to charge	I will leave When to charge as it is.
Point to Fine/suspension grace period:	I will leave the Fine/suspension grace period: blank.
Point to Overdue fines cap (amount): Point to Cap fine at replacement price:	I will also leave Overdue fines cap (amount): and Cap fine at replacement price: blank.
Point to Suspension in days (day) :	I will also leave Suspension in days (day) : blank.
Point to Suspension charging interval	For Suspension charging interval enter 1.
Renewals allowed (count) >> 4	Enter 4 for Renewals allowed (count).
Point to Renewal period:	I will leave the Renewal period: blank.
Point to No renewal before:	For No renewal before, I will leave it blank.
Point to Automatic renewal	For Automatic renewal, I will leave as it is.
Holds allowed (total) >>	For Holds allowed (total), I will leave as it is.
For On shelf holds allowed >> select If all unavailable.	For On shelf holds allowed, from the drop down, select If all unavailable.
Point to OPAC item level holds	I will leave OPAC item level holds as it is.
Point to Rental discount(%)	Leave Rental discount blank.
Cursor on Actions Click on Save	Next, go to the Actions column at the extreme right of the table and click on Save.
Point to Defining circulation and fine rules for "Defining circulation and fine rules for all libraries" Cursor on entries	This brings us back to Defining circulation and fine rules for all libraries page. This page contains all the entries that we just filled.
Clone these rules to: >> select Spoken Tutorial Library >> click on Clone.	Now, go to Select a library and from the drop down select Standard rules for all libraries if not selected by default. Locate Clone these rules to and from the dropdown select Spoken Tutorial Library, if not selected by default. Next, click on the button named Clone.
A popup window with a message Click on OK	A popup window with a message opens, Are you sure you want to clone this standard rule to Spoken Tutorial Library library? For making clone, I will click on OK.
New page Cloning circulation and fine rules from standard rules to Spoken Tutorial Library Blue highlighted text The rules have been cloned	A new page with the heading- Cloning circulation and fine rules from standard rules to Spoken Tutorial Library will open. A text highlighted in blue confirms The rules have been cloned.
Narration	With this we come to the end of this tutorial.
Slide Number 6 Summary	Let’s quickly recap Today we learned about Circulation and Fine Rules for the Patron category
Slide Number 7 Assignment As an Assignment Create a Patron Ms. Maya Hans, as a Postgraduate student for checkout and checkin of Spoken Tutorial Library Items such as: Books, CD/DVDs Bound Volumes, etc. Create credentials for the Postgraduate student: Ms. Maya Hans Username: Maya Password: Maya@123 Do not set any permissions for this patron.	As an Assignment, Create a Patron Ms. Maya Hans, as a Postgraduate student for checkout and checkin of Spoken Tutorial Library Items such as: Books, CD/DVDs Bound Volumes, etc. Create credentials for the Postgraduate student: Ms. Maya Hans Username: Maya Password: Maya@123 Do not set any permissions for this patron.
Slide Number 7 About Spoken Tutorial project Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken- tutorial.org/What_is_a_Spoken_Tutorial] It summarizes 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 Number 8 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/ http://contact@spoken-tutorial.org]]	The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
Slide Number 9 Forum for specific questions	We will be happy to answer your specific questions regarding this tutorial. Post your questions in the forum and our team will get back to you.
Slide Number 10	Acknowledgment	The Spoken Tutorial project was established at IIT Bombay by the Ministry of Education Govt of

Contributors and Content Editors

Madhulika