Difference between revisions of "Koha-Library-Management-System/C2/Add-Subscription-in-Serials/English"

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Line 69: Line 69:
 
Remember to check the check-boxes for-  
 
Remember to check the check-boxes for-  
  
* '''Primary acquisitions contact:'''
+
* '''Primary acquisitions contact'''
* '''Primary serials contact:'''
+
* '''Primary serials contact'''
* '''Contact about late orders?'''
+
* '''Contact about late orders'''
 
* '''Contact about late issues'''
 
* '''Contact about late issues'''
  
Line 101: Line 101:
 
|| For '''Vendor'''-  
 
|| For '''Vendor'''-  
  
* Click on the tab '''Search for vendor '''adjacent to empty boxes.
+
* Click on '''Search for vendor '''
  
* In a new window, a new page '''Serial subscription: search for vendor, '''opens up.
+
* New page '''Serial subscription: search for vendor, '''opens up.
  
* In the field for Vendor name, I will type''' Mumbai Journal Supplier. '''
+
* In '''Vendor name''', type''' Mumbai Journal Supplier. '''
  
* and click on the''' OK '''button on the right side of the field.
+
* Click on''' OK '''
  
* A new page showing the '''Vendor search results''' opens.
+
* New page '''Vendor search results''' opens.
  
* In the table below, under the section''' Select:'''
+
* In the table, under the section''' Select:''', click on '''Choose '''
  
* Click on '''Choose '''adjacent to the''' Vendor''' name
+
* Same page, '''Add a new subscription (1/2),''' re-opens.
  
* The same page, '''Add a new subscription (1/2),''' re-opens.
+
* Do not close this page
 
+
* Do not close this page as this will be used again later in the tutorial.
+
  
  
Line 128: Line 126:
 
* In the field for Vendor name, I will type''' Mumbai Journal Supplier. '''
 
* In the field for Vendor name, I will type''' Mumbai Journal Supplier. '''
  
You should type the name of your vendor here.
+
: You should type the name of your vendor here.
  
  
Line 135: Line 133:
 
* A new page showing the '''Vendor search results''' opens.
 
* A new page showing the '''Vendor search results''' opens.
  
* In the table below, under the section''' Select:'''
+
* In the table below, under the section''' Select:''', click on '''Choose, '''which is adjacent to the''' Vendor''' name.
 
+
* Click on '''Choose '''which is adjacent to the''' Vendor''' name
+
  
 
* The same page, '''Add a new subscription (1/2),''' re-opens.
 
* The same page, '''Add a new subscription (1/2),''' re-opens.
Line 175: Line 171:
  
 
Click on the tab '''Search for record.'''
 
Click on the tab '''Search for record.'''
|| In an earlier tutorial, we have already cataloged a '''serial '''with the title- '''Indian Journal of Microbiology'''
+
|| In an earlier tutorial, we have already cataloged a '''serial '''with the title-  
 +
 
 +
'''Indian Journal of Microbiology'''
 +
 
  
 
Therefore, we will click on the tab '''Search for record.'''
 
Therefore, we will click on the tab '''Search for record.'''
Line 181: Line 180:
 
|  Cursor on '''Catalog search'''  
 
|  Cursor on '''Catalog search'''  
  
In the field for '''Keyword''' enter- '''Microbiology'''
+
For '''Keyword''' enter '''Microbiology'''
  
 
Click on '''Search'''
 
Click on '''Search'''
 
|  A new window, '''Catalog search''' opens.
 
|  A new window, '''Catalog search''' opens.
  
In the field for '''Keyword''' enter- '''Microbiology'''
+
In the field for '''Keyword,''' enter '''Microbiology.'''
  
 
Then, click on '''Search '''at the bottom of the page.
 
Then, click on '''Search '''at the bottom of the page.
Line 210: Line 209:
  
 
'''ISSN- 0046-8991'''
 
'''ISSN- 0046-8991'''
 +
  
 
You will see the details that you entered.
 
You will see the details that you entered.
Line 223: Line 223:
  
 
The same window closes and the details entered appear on the page-
 
The same window closes and the details entered appear on the page-
 
  
 
'''Add a new subscription (1/2), '''in the field for '''Record'''
 
'''Add a new subscription (1/2), '''in the field for '''Record'''
 +
  
 
In my case, it shows number''' 33.'''
 
In my case, it shows number''' 33.'''
Line 237: Line 237:
  
 
* '''do not create an item record when receiving this serial'''
 
* '''do not create an item record when receiving this serial'''
 
 
 
|  Moving on, I will leave the following as they are:
 
|  Moving on, I will leave the following as they are:
  
Line 245: Line 243:
  
 
* '''do not create an item record when receiving this serial'''
 
* '''do not create an item record when receiving this serial'''
 
 
 
|-
 
|-
 
|  Narration Only
 
|  Narration Only
  
 
By default''' Koha '''selects
 
By default''' Koha '''selects
 
  
 
* '''do not create an item record when receiving this serials'''
 
* '''do not create an item record when receiving this serials'''
 
 
|  Note that by default,''' Koha '''selects
 
|  Note that by default,''' Koha '''selects
 
  
 
* '''do not create an item record when receiving this serials'''
 
* '''do not create an item record when receiving this serials'''
 
 
|-
 
|-
 
|  Cursor on
 
|  Cursor on
Line 311: Line 303:
 
From the drop-down, select '''Routing List.'''
 
From the drop-down, select '''Routing List.'''
 
|-
 
|-
|  For '''Location''': from the drop down, I will select '''On Display'''
+
|  For '''Location''': >> select '''On Display'''
 
|  For '''Location''': from the drop-down, I will select '''On Display.'''
 
|  For '''Location''': from the drop-down, I will select '''On Display.'''
 
 
You may select as per your''' Library’s''' requirement
 
 
|-
 
|-
|  '''Grace period: '''Select '''15 day(s)'''
+
|  '''Grace period: '''>> select '''15 day(s)'''
 
|  For '''Grace period: '''I will select '''15 day(s)'''
 
|  For '''Grace period: '''I will select '''15 day(s)'''
 
|-
 
|-
| '''Enter: '''
+
|'''Number of issues to display to staff''' >> 4
  
'''4''' for''' Number of issues to display to staff'''
 
  
 
+
'''Number of issues to display to the public''' >> 4
'''4''' for''' Number of issues to display to the public'''
+
 
|  For '''Number of issues to display to staff: '''enter '''4.'''
 
|  For '''Number of issues to display to staff: '''enter '''4.'''
  
  
 
For '''Number of issues to display to the public:''' enter '''4.'''
 
For '''Number of issues to display to the public:''' enter '''4.'''
 
 
 
|-
 
|-
 
|  Click on''' Next'''  
 
|  Click on''' Next'''  
Line 342: Line 327:
  
  
'''First issue publication date: '''enter '''01/01/2017'''
+
'''First issue publication date: '''>> '''01/01/2017'''
  
  
'''Frequency: '''select''' 1/month i.e. monthly '''from the drop down
+
'''Frequency: '''select''' 1/month i.e. monthly '''from drop-down
  
  
'''Subscription length:'''* select '''issues''' from the drop down
+
'''Subscription length:'''* select '''issues''' from drop-down
* enter '''4''' in the box for '''enter amount in numerals'''
+
'''Enter amount in numerals''' >> 4
  
'''Subscription start date: '''enter '''01/01/2017'''
+
'''Subscription start date: '''>> '''01/01/2017'''
  
'''Subscription end date: '''enter''' 01/12/2017'''
+
'''Subscription end date: '''>> ''' 01/12/2017'''
 
+
'''Numbering pattern: '''from the drop down, select '''Volume and Number'''
+
 
+
'''Locale: I will leave this blank '''
+
  
 +
'''Numbering pattern: '''from drop-down, select '''Volume and Number'''
  
 +
'''Locale: ''' >> English
  
 
|  For the section, '''Serials Planning, '''enter the following-
 
|  For the section, '''Serials Planning, '''enter the following-
Line 381: Line 364:
  
  
'''Locale: Select English from the drop-down '''
+
'''Locale: '''Select '''English''' from the drop-down  
* You may choose a suitable option from the drop-down, if the language is other than English.
+
 
+
 
|-
 
|-
 
|  Cursor on table for''' Volume and Number'''
 
|  Cursor on table for''' Volume and Number'''
Line 391: Line 372:
  
  
'''Begins with: Volume'''<nowiki>= 57</nowiki>
+
'''Begins with: Volume'''= 57
  
'''Begins with: Number'''<nowiki>=1</nowiki>
+
'''Begins with: Number'''= 1
  
'''Inner counter: Number''' =4
+
'''Inner counter: Number''' 4
 
|-  
 
|-  
 
|| Click on''' Show/Hide advanced pattern'''
 
|| Click on''' Show/Hide advanced pattern'''
  
  
Cursor on '''modify pattern'''
+
Cursor on '''Modify pattern'''
  
 
Pause the video and fill in the entries
 
Pause the video and fill in the entries
|| However, if you want to change the pattern-type then-
+
|| However, if you want to change the pattern-type, then click on''' Show/Hide advanced pattern '''
  
Click on''' Show/Hide advanced pattern '''
+
To edit the entries, click on''' Modify pattern '''at the bottom of the '''Advanced prediction pattern''' table.
 
+
To edit the entries, click on''' modify pattern '''at the bottom of the '''Advanced prediction pattern''' table.
+
  
 
Note that''' Pattern name '''should be''': Volume, Number'''
 
Note that''' Pattern name '''should be''': Volume, Number'''
Line 416: Line 395:
 
In the table '''Advanced prediction pattern, '''
 
In the table '''Advanced prediction pattern, '''
  
'''Koha '''by default selects values for
+
'''Koha, '''by default, selects values for
  
  
Line 436: Line 415:
 
|-  
 
|-  
 
|| Cursor on '''Prediction pattern.'''
 
|| Cursor on '''Prediction pattern.'''
|| '''Prediction pattern''' will''' '''appear on the same page towards the right side.
+
|| '''Prediction pattern''' will appear on the same page towards the right side.
 
|-  
 
|-  
 
|| Cursor on # '''Volume, '''
 
|| Cursor on # '''Volume, '''
Line 442: Line 421:
 
# '''Publication and '''
 
# '''Publication and '''
 
# '''Check box for not published'''
 
# '''Check box for not published'''
 
 
 
|| '''Prediction pattern '''will show the details of-# '''Volume, '''
 
|| '''Prediction pattern '''will show the details of-# '''Volume, '''
 
# '''Number, '''
 
# '''Number, '''
# '''Publication date and '''
+
# '''Publication date '''and
# '''Check box for not published'''
+
# Check box for '''Not published'''
  
 
|-  
 
|-  
Line 457: Line 434:
 
'''Subscription for Indian Journal of Microbiology.'''
 
'''Subscription for Indian Journal of Microbiology.'''
  
Cursor on- * '''Information'''
+
Cursor on-  
 +
* '''Information'''
 
* '''Planning'''
 
* '''Planning'''
 
* '''Issues'''
 
* '''Issues'''
Line 474: Line 452:
  
 
|-  
 
|-  
|| Click the tab '''Planning'''  
+
|| Click '''Planning'''  
  
 
|| Click on the tab '''Planning'''  
 
|| Click on the tab '''Planning'''  
Line 481: Line 459:
  
 
* '''Starting with: '''
 
* '''Starting with: '''
'''Volume= 57 '''and
+
'''Volume = 57 '''and
  
'''Number=''' '''1 '''
+
'''Number= 1 '''
  
  
Line 500: Line 478:
 
|| Next click the tab '''Issues'''
 
|| Next click the tab '''Issues'''
  
Cursor on''' '''* '''Issue number: Vol. 57, No. 1'''
+
Cursor on  
 
+
* '''Issue number: Vol. 57, No. 1'''
 
* '''Planned date: 01/01/2017 '''
 
* '''Planned date: 01/01/2017 '''
 
* '''Published date: 01/01/2017'''
 
* '''Published date: 01/01/2017'''
Line 509: Line 487:
 
|| Next click the tab '''Issues'''
 
|| Next click the tab '''Issues'''
  
This will show the following details-* '''Issue number: '''as '''Vol. 57 '''and''' No. 1'''
+
This will show the following details-
 +
* '''Issue number: '''as '''Vol. 57 '''and''' No. 1'''
 
* '''Planned date: '''as '''01/01/2017 '''
 
* '''Planned date: '''as '''01/01/2017 '''
 
* '''Published date: '''as '''01/01/2017'''
 
* '''Published date: '''as '''01/01/2017'''
 
* '''Published date (text): '''would be blank
 
* '''Published date (text): '''would be blank
* '''Status:''' '''Expected'''
+
* '''Status: Expected'''
  
 
|-  
 
|-  
 
|| Narration Only
 
|| Narration Only
|| With this-
+
|| With this the '''Journal subscription''' is added successfully.
 
+
The '''Journal subscription''' is added successfully  
+
 
|-  
 
|-  
 
|| Narration only
 
|| Narration only
 
||
 
||
  
Purpose of adding '''Subscription of Serials''' is for keeping track of-* '''Journals'''
+
Purpose of adding '''Subscription of Serials''' is for keeping track of-
 +
* '''Journals'''
 
* '''Magazines'''
 
* '''Magazines'''
 
* '''Serials'''
 
* '''Serials'''
 
* '''Newspapers '''
 
* '''Newspapers '''
* '''and other items '''
+
* and other items that are published on a regular schedule.
 
+
that are published on a regular schedule
+
 
|-  
 
|-  
 
|| '''Log out''' from''' Koha'''
 
|| '''Log out''' from''' Koha'''
  
  
Go to the top right corner of''' '''click on''' Spoken Tutorial Library>>''' select '''log out '''from the drop-down.
+
Go to the top right corner of click on''' Spoken Tutorial Library>>''' select '''log out '''from the drop-down.
 
|| You may now '''log out''' from''' Koha.'''
 
|| You may now '''log out''' from''' Koha.'''
  
Line 556: Line 532:
 
In this tutorial we learnt:
 
In this tutorial we learnt:
  
* How to add a '''Subscription '''for''' '''a new '''serial'''
+
* How to add a '''Subscription '''for a new '''serial'''
  
 
|-  
 
|-  

Revision as of 12:51, 18 August 2017

Visual cue Narration
Title Slide Welcome to the Spoken Tutorial on How to add Subscription in Serials.
Learning Objectives In this tutorial we will learn:
  • How to add a subscription for a new serial
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, learners should have knowledge of Library Science.
Slide 4b

Pre-requisites

You should have Koha installed on your system.


And you should also have Admin access in Koha


If not, please visit the Koha Spoken Tutorial series on this website.

Narration only In an earlier tutorial, we had learnt How to catalog Serial subscriptions


In this tutorial, we will learn how to add a new subscription for serials.

Show Koha interface


Login with Superlibrarian user name and the password

Let us go to the Koha interface


Login with Superlibrarian user name and the password

As explained in an earlier tutorial:
  • Create a new Vendor for Serials subscription with the name as Mumbai Journals Supplier
  • Remember to add email id as mumbaijournals@gmail.com
  • Click on the checkbox for- Contact about late issues
As explained in an earlier tutorial in this series, create a new vendor for the serials subscription.

I will give the name Mumbai Journals Supplier.

Then I have added an email id. - mumbaijournals@gmail.com

Remember to check the check-boxes for-

  • Primary acquisitions contact
  • Primary serials contact
  • Contact about late orders
  • Contact about late issues

These details will be used later in this tutorial.

Likewise, you have to fill in the details of your vendor.

Pictorial representation of the Journal

[[Image:|top]]

Here is the screen-shot of the Journal that we have to subscribe.

All details shown here are the ones I will be entering in my Koha interface.

On the Koha homepage, click on Serials Now on the Koha homepage, click on Serials.
Click on ‘+New Subscription’. On the page that opens, click on ‘+New Subscription’.
Cursor on Add a new subscription (1/2)

(One of two)

It will open another new page that says Add a new subscription (1/2)

Here, we will be prompted to fill some details.

For Vendor-
  • Click on Search for vendor
  • New page Serial subscription: search for vendor, opens up.
  • In Vendor name, type Mumbai Journal Supplier.
  • Click on OK
  • New page Vendor search results opens.
  • In the table, under the section Select:, click on Choose
  • Same page, Add a new subscription (1/2), re-opens.
  • Do not close this page


For Vendor-
  • Click on the tab Search for vendor adjacent to two empty boxes.
  • In a new window, a new page Serial subscription: search for vendor, opens up.
  • In the field for Vendor name, I will type Mumbai Journal Supplier.
You should type the name of your vendor here.


Now click on the OK button on the right side of this field.

  • A new page showing the Vendor search results opens.
  • In the table below, under the section Select:, click on Choose, which is adjacent to the Vendor name.
  • The same page, Add a new subscription (1/2), re-opens.
  • Do not close this page as this will be used again later in the tutorial.
Cursor on Record


Cursor on two blank boxes


Cursor on

  • Search for record
  • Create record
Next is Record-


Adjacent to the Record are two blank boxes.

Under these blank boxes are two tabs:

  • Search for record
  • Create record
Cursor on Search for record

Cursor on Create record

In case, the record already exists, then click on Search for record.

Else, click on the tab Create record to create a new entry for the respective serial.

Click on the tab Search for record.

In an earlier tutorial, we have already cataloged a serial with the title-

Indian Journal of Microbiology


Therefore, we will click on the tab Search for record.

Cursor on Catalog search

For Keyword enter Microbiology

Click on Search

A new window, Catalog search opens.

In the field for Keyword, enter Microbiology.

Then, click on Search at the bottom of the page.

Cursor on Search results from 1 to 1 of 1,

Cursor on

Title- Indian Journal of Microbiology

Publisher- Springer

Publication year-

ISSN-0046-8991

A new page, Search results from 1 to 3 of 3, opens.

It has the following details as entered earlier:

Title- Indian Journal of Microbiology

Publisher- Springer

ISSN- 0046-8991


You will see the details that you entered.

Click on Choose


Cursor on Add a new subscription (1/2), in the field for Record

Cursor on number 33.

Next, click on Choose button at the right corner of the table.

The same window closes and the details entered appear on the page-

Add a new subscription (1/2), in the field for Record


In my case, it shows number 33.


It may be different on your interface depending upon the number of entries that you have made.

Cursor on
  • create an item record when receiving this serial,
  • do not create an item record when receiving this serial
Moving on, I will leave the following as they are:


  • create an item record when receiving this serial,
  • do not create an item record when receiving this serial
Narration Only

By default Koha selects

  • do not create an item record when receiving this serials
Note that by default, Koha selects
  • do not create an item record when receiving this serials
Cursor on

When there is an irregular issue:

Skip issue number

Keep issue number

Next, I will also leave the following as they are:


When there is an irregular issue:

Skip issue number

Keep issue number

Narration Only Note that by default, Koha selects: Keep issue number
Cursor on Library


Select Spoken Tutorial Library from the the drop down.

Let’s proceed.


For Library, I will select Spoken Tutorial Library from the drop-down.

Cursor on

Public note

Nonpublic note

If required you may fill in the-

Public note

Nonpublic note


I will keep them blank.

Cursor on Patron notification:

From the drop down select Routing List

Next is Patron notification:


From the drop-down, select Routing List.

For Location: >> select On Display For Location: from the drop-down, I will select On Display.
Grace period: >> select 15 day(s) For Grace period: I will select 15 day(s)
Number of issues to display to staff >> 4


Number of issues to display to the public >> 4

For Number of issues to display to staff: enter 4.


For Number of issues to display to the public: enter 4.

Click on Next After entering all the details, click on Next at the bottom of the page.
Cursor on Add a new subscription (2/2), A new page, Add a new subscription (2/2), opens.
Cursor on Serials Planning:


First issue publication date: >> 01/01/2017


Frequency: select 1/month i.e. monthly from drop-down


Subscription length:* select issues from drop-down Enter amount in numerals >> 4

Subscription start date: >> 01/01/2017

Subscription end date: >> 01/12/2017

Numbering pattern: from drop-down, select Volume and Number

Locale: >> English

For the section, Serials Planning, enter the following-


For First issue publication date: I will enter 01/01/2017


For Frequency: I will select ⅓ month i.e. quarterly from the drop-down.


Subscription length:

  • Select issues from the drop-down
  • Enter 4 in the box for enter amount in numerals

Subscription start date: enter 01/01/2017

Subscription end date: enter 01/12/2017

Numbering pattern: from the drop-down, select Volume and Number


Locale: Select English from the drop-down

Cursor on table for Volume and Number

Pause the video and fill the details

Next, enter the following for the table for Volume and Number.


Begins with: Volume= 57

Begins with: Number= 1

Inner counter: Number 4

Click on Show/Hide advanced pattern


Cursor on Modify pattern

Pause the video and fill in the entries

However, if you want to change the pattern-type, then click on Show/Hide advanced pattern

To edit the entries, click on Modify pattern at the bottom of the Advanced prediction pattern table.

Note that Pattern name should be: Volume, Number

Numbering formula should be: Vol.{X}, No.{Y}


In the table Advanced prediction pattern,

Koha, by default, selects values for


1. Label:

  • For column X as Volume
  • column Y as Number

2. Begins with :

  • For column X as 57
  • Column Y as 1 and so on
Click on the Test prediction pattern Now, click on the Test prediction pattern at the bottom of the page.
Cursor on Prediction pattern. Prediction pattern will appear on the same page towards the right side.
Cursor on # Volume,
  1. Number,
  2. Publication and
  3. Check box for not published
Prediction pattern will show the details of-# Volume,
  1. Number,
  2. Publication date and
  3. Check box for Not published
Click on Save subscription at the bottom of the page. Lastly, click on Save subscription at the bottom of the page.
Cursor on-

Subscription for Indian Journal of Microbiology.

Cursor on-

  • Information
  • Planning
  • Issues
  • Summary
A new page-

Subscription for Indian Journal of Microbiology

with the following details opens:

  • Information
  • Planning
  • Issues
  • Summary
Click Planning Click on the tab Planning
  • Starting with:

Volume = 57 and

Number= 1


  • Rollover:

Volume=99999 and

Number=4

Check the following


  • The tab Starting with: should be Volume and Number 57 and 1
  • For the tab Rollover: Volume and Number should be 99999 and 4
Next click the tab Issues

Cursor on

  • Issue number: Vol. 57, No. 1
  • Planned date: 01/01/2017
  • Published date: 01/01/2017
  • Published date (text): would be blank
  • Status: Expected
Next click the tab Issues

This will show the following details-

  • Issue number: as Vol. 57 and No. 1
  • Planned date: as 01/01/2017
  • Published date: as 01/01/2017
  • Published date (text): would be blank
  • Status: Expected
Narration Only With this the Journal subscription is added successfully.
Narration only

Purpose of adding Subscription of Serials is for keeping track of-

  • Journals
  • Magazines
  • Serials
  • Newspapers
  • and other items that are published on a regular schedule.
Log out from Koha


Go to the top right corner of click on Spoken Tutorial Library>> select log out from the drop-down.

You may now log out from Koha.


To do so, go to the top right corner of the Koha interface.

Click on Spoken Tutorial Library and select log out from the drop-down

Narration Only This brings us to the end of this tutorial.
Summary slide.

In this tutorial we learnt:

  • How to add a Subscription for a new serial
Summary

In this tutorial we learnt:

  • How to add a Subscription for a new serial
Assignment


Add a new Subscription for Journal of Molecular Biology

Assignment

Add a new Subscription for Journal of Molecular Biology

Slide:

About Spoken Tutorial project

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

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, PoojaMoolya