Koha-Library-Software/C2/Send-Claim-Notice/English

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Title of the Script: Send Claim Notice

Author: Vaibhavi Satardekar and Maya Hans

Keywords: Koha, Koha 24.05, Serials module, Search for serial, Claim late serials, Claim notices, Notices and slips, Send claims, Email, Video tutorial.


Pre-requisites: Configure Claim Notice.


Visual Cue Narration
Slide Number 1

Title Slide

Welcome to this Spoken Tutorial on Send Claim Notice in Koha.
Slide Number 2

Learning Objectives

We will learn how to-

  • Send Claim Notice
In this tutorial, we will learn how to-
  • Send a Claim Notice
Slide Number 3

System Requirement

  • Ubuntu Linux OS version 22 point 04
  • Koha version 24 point 05
  • Firefox version 131 point 0 point 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

  • You should have knowledge of Library Science
To follow this tutorial, you should also have knowledge of Library Science.
Narration only Remember in an earlier tutorial we have Configure a Claim notice.

Now, we will use that Claim notice to send a late issue notification to the vendor.

Slide Number 5

Remember

In an earlier tutorial Receive serials we received-

  • Issue no 1,2 and 3 of Pearl: A Journal of Library and Information Science
  • For Issue no. 4 status was showing Late
  • Send claim notice for issue no. 4 that is still to be received
In an earlier tutorial Receive serials.

We received issue no 1, 2 and 3 of the Pearl: A Journal of Library and Information Science.

But for issue no. 4 the status was showing Late.

So here we will send claim notice for issue no. 4 that is still to be received.

Narration only

Login with Superlibrarian account

Username - Bella

Password - Library@1

Library: Spoken Tutorial Library

Click on Login

To send a claim notice I have already logged in as Superlibrarian.
On the Koha staff interface, click on Serials module On the Koha staff interface click on the Serials module.
Serials page

Cursor on Serials>>Claims

The Serials page opens.

To the left side of the page under the Serials menu click on Claims.

Claims page

In Vendor >> Powai Book Agency

The Claims page opens.

On this page the text highlighted in blue says Please choose a vendor.

For the Vendor field Koha has auto selected the vendor.

If not then from the drop down select Powai Book Agency.

Click on OK. And, click on OK at the right side of the field.
Cursor on Claims for Powai Book Agency

Cursor on Missing issues

Click the check-box for Powai Book Agency.

A new page with the title Claims for Powai Book Agency opens.

Under the Missing issues scroll right and click on the check box for Pearl: A Journal of Library and Information Science vol.18 issue no. 4

Please note that the status for this journal is showing Late.

Click on Send notification Next, scroll down and click on the Send notification button at the bottom of the page.
Narration only 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.

To configure email in Koha take system admin help.

Narration only With this we come to the end of the tutorial.
Slide Number 6

Summary

In this tutorial we learned to:

  • Send Claim Notice
Let’s quickly recap.

Today we learned how to:

  • Send a Claim Notice
Slide Number 7

Assignment

  • Send reminder claim notice to the vendor
As an assignment
  • Send a reminder claim notice.
Slide Number 8

Thank you

Thank you for joining.

Contributors and Content Editors

Anjali, Madhurig