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

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|-
 
|-
 
|00:07
 
|00:07
−
| In this tutorial we will learn:
+
| In this tutorial, we will learn how to add a '''subscription '''for a new '''serial'''.
−
How to add a '''subscription '''for a new '''serial'''
+
  
 
|-
 
|-
 
|  00:15
 
|  00:15
−
|  To record this tutorial, I am using
+
|  To record this tutorial, I am using:
  
 
'''Ubuntu Linux OS 16.04''' and
 
'''Ubuntu Linux OS 16.04''' and
  
−
'''Koha version 16.05'''
+
'''Koha version 16.05'''.
  
 
|-
 
|-
 
|  00:29
 
|  00:29
−
|  To follow this tutorial, learners should have knowledge of '''Library Science.'''
+
|  To follow this tutorial, learners should have knowledge of Library Science.
  
 
|-
 
|-
Line 27: Line 26:
 
|-
 
|-
 
|  00:39
 
|  00:39
−
|  And you should also have Admin access in''' Koha''' . If not, please visit the '''Koha Spoken Tutorial '''series on this website.
+
|  And, you should also have '''Admin''' access in''' Koha'''. If not, please visit the '''Koha Spoken Tutorial '''series on this website.
  
 
|-
 
|-
 
| 00:50
 
| 00:50
−
|  In an earlier tutorial, we had learnt how to '''catalog Serial subscriptions'''
+
|  In an earlier tutorial, we had learnt how to '''catalog Serial subscriptions'''.
  
 
|-
 
|-
 
|  00:57
 
|  00:57
−
|  In this tutorial, we will learn how to add a new '''subscription '''for '''serials.'''
+
|  In this tutorial, we will learn how to add a new '''subscription '''for '''serial'''s.
  
 
|-
 
|-
Line 43: Line 42:
 
|-
 
|-
 
| 01:10
 
| 01:10
−
| As explained in an earlier tutorial in this series, create a new '''Vendor for Serials subscription'''.
+
| As explained in an earlier tutorial in this series, create a new '''Vendor''' for '''Serials''' subscription.
  
 
|-
 
|-
 
| 01:18
 
| 01:18
−
| I will give the name Mumbai Journal supplier, then I have added an email id. - Mumbaijournals@gmail.com
+
| I will give the name '''Mumbai Journal supplier'''. Then I have added an email id. - '''Mumbaijournals@gmail.com'''.
  
 
|-
 
|-
 
| 01:30
 
| 01:30
 
| 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''' and
  
−
'''Contact about late issues'''
+
'''Contact about late issues'''.
  
 
|-
 
|-
Line 78: Line 77:
 
|-
 
|-
 
| 02:08
 
| 02:08
−
| Let us go to the '''Koha interface.
+
| Let us go to the Koha interface.
  
 
|-
 
|-
 
|02:12
 
|02:12
−
| Now on the '''Koha homepage''', click on '''Serials.'''
+
| Now, on the '''Koha homepage''', click on '''Serials.'''
  
 
|-
 
|-
Line 102: Line 101:
 
|-
 
|-
 
| 02:43
 
| 02:43
−
| In a new window, a new page '''Serial subscription: search for vendor, '''opens up.
+
| In a new window, a new page '''Serial subscription: search for vendor '''opens up.
  
 
|-
 
|-
 
| 02:50
 
| 02:50
−
|In the field for Vendor name, I will type''' Mumbai Journal Supplier. '''
+
|In the field for '''Vendor name''', I will type''' Mumbai Journal Supplier. '''
 
|-
 
|-
 
| 02:56
 
| 02:56
−
| You should type the name of your vendor here.  Now click on the''' OK '''button on the right side of this field.
+
| You should type the name of your vendor here.  Now, click on the''' OK '''button on the right side of this field.
  
 
|-
 
|-
Line 117: Line 116:
 
|-
 
|-
 
| 03:10
 
| 03:10
−
|In the table below, under the section''' Select:''', click on '''Choose '''adjacent to the''' Vendor''' name
+
|In the table below, under the section''' Select:''', click on '''Choose '''which is adjacent to the Vendor name.
  
 
|-
 
|-
 
| 03:19
 
| 03:19
−
| 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.
+
| 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.
  
 
|-
 
|-
 
| 03:31
 
| 03:31
−
| Next is '''Record''' . Adjacent to the '''Record '''are two blank boxes
+
| Next is '''Record''' . Adjacent to the '''Record '''are two blank boxes.
 
|-
 
|-
 
| 03:37
 
| 03:37
 
| Under these blank boxes are two tabs:
 
| Under these blank boxes are two tabs:
  
−
'''Search for record'''
+
'''Search for record''' and
−
'''Create record'''
+
'''Create record'''.
  
 
|-
 
|-
 
| 03:46
 
| 03:46
−
| In case, the record already exists, then click on '''Search for record.'''
+
| In case the record already exists then click on '''Search for record.'''
  
 
|-
 
|-
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|-
 
|-
 
| 04:16
 
| 04:16
−
| A new window, '''Catalog search''' opens.
+
| A new window '''Catalog search''' opens.
  
 
|-
 
|-
 
| 04:21
 
| 04:21
−
| In the field for '''Keyword''' enter '''Indian'''.
+
| In the '''field''' for '''Keyword''', enter '''Indian'''.
  
 
|-
 
|-
Line 169: Line 168:
 
| It has the following details as entered earlier:
 
| It has the following details as entered earlier:
  
−
'''Title- Indian Journal of Microbiology'''
+
'''Title- Indian Journal of Microbiology''',
  
−
'''Publisher- Springer'''
+
'''Publisher- Springer''',
  
−
'''ISSN- 0046-8991'''
+
'''ISSN- 0046-8991'''.
  
 
|-
 
|-
Line 189: Line 188:
 
|-
 
|-
 
| 05:13
 
| 05:13
−
| '''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''' 3.'''
 
In my case, it shows number''' 3.'''
Line 203: Line 202:
 
|-
 
|-
 
|05:33
 
|05:33
−
| Let’s proceed.
+
| Let’s proceed.
 
For''' Library, '''I will select '''Spoken Tutorial Library '''from the drop-down.
 
For''' Library, '''I will select '''Spoken Tutorial Library '''from the drop-down.
  
 
|-
 
|-
 
| 05:41
 
| 05:41
−
| If required you may fill in the-
+
| If required, you may fill in the-
  
 
'''Public note '''and
 
'''Public note '''and
  
−
'''Nonpublic note'''
+
'''Nonpublic note'''.
  
 
|-
 
|-
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|-
 
|-
 
| 05:50
 
| 05:50
−
| Next is''' Patron notification:'''
+
| Next is''' Patron notification:'''.
 
From the drop-down, select '''Routing List.'''
 
From the drop-down, select '''Routing List.'''
  
 
|-
 
|-
 
| 05:59
 
| 05:59
−
| For '''Grace period: '''I will select '''15 day(s)'''
+
| For '''Grace period:, '''I will select '''15 day(s)'''.
  
 
|-
 
|-
 
| 06:04
 
| 06:04
−
| For '''Number of issues to display to staff: '''enter '''4.'''
+
| For '''Number of issues to display to staff:, '''enter '''4.'''
  
 
|-
 
|-
 
| 06:10
 
| 06:10
−
|For '''Number of issues to display to the public:''' enter '''4.'''
+
|For '''Number of issues to display to the public:,''' enter '''4.'''
  
 
|-
 
|-
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|-
 
|-
 
| 06:22
 
| 06:22
−
| A new page '''Add a new subscription (2/2)''', opens.
+
| A new page '''Add a new subscription (2/2)''' opens.
  
 
|-
 
|-
 
| 06:27
 
| 06:27
−
| For the section, '''Serials Planning, '''enter the following-
+
| For the section '''Serials Planning, '''enter the following-
  
 
|-
 
|-
 
| 06:32
 
| 06:32
−
|For '''First issue publication date:''' I will enter''' 01/01/2017'''
+
|For '''First issue publication date:,''' I will enter''' 01/01/2017'''.
  
 
|-
 
|-
 
| 06:41
 
| 06:41
−
|For '''Frequency: '''I will select''' ⅓ months i.e. quarterly '''from the drop-down.
+
|For '''Frequency:, '''I will select''' ⅓ months''' i.e. quarterly from the drop-down.
  
 
|-
 
|-
 
|06:48
 
|06:48
−
|'''Subscription length:'''
+
|'''Subscription length:'''-
−
Select '''issues,''' if not already selected from the drop-down
+
Select '''issues,''' if not already selected from the drop-down.
−
Enter '''4''' in the box for '''enter amount in numerals'''
+
Enter '''4''' in the box for '''enter amount in numerals'''.
  
 
|-
 
|-
 
|07:01
 
|07:01
−
|'''Subscription start date: '''enter '''01/01/2017'''
+
|'''Subscription start date: '''enter '''01/01/2017'''.
−
'''Subscription end date: '''enter '''01/12/2017'''
+
'''Subscription end date: '''enter '''01/12/2017'''.
  
 
|-
 
|-
 
|07:20
 
|07:20
−
|'''Numbering pattern: '''from the drop-down, select '''Volume, Number'''
+
|'''Numbering pattern:'''- from the drop-down, select '''Volume, Number'''.
  
 
|-
 
|-
 
| 07:26
 
| 07:26
−
|Locale Select English from drop down, You may choose a suitable option from the drop-down, if the language is other than '''English. '''
+
|'''Locale'''- select '''English''' from the drop down. You may choose a suitable option from the drop-down, if the language is other than '''English. '''
  
 
|-
 
|-
 
| 07:38
 
| 07:38
−
| Next, enter the following for the table for''' Volume and Number.'''
+
| Next, enter the following for the table for''' Volume''' and '''Number'''.
  
 
|-
 
|-
 
| 07:43
 
| 07:43
−
|'''Begins with: Volume'''= 57
+
|'''Begins with: Volume'''= 57,
  
−
'''Begins with: Number''' =1
+
'''Begins with: Number''' =1,
  
−
'''Inner counter: Number''' =4
+
'''Inner counter: Number''' =4.
  
 
|-
 
|-
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|-
 
|-
 
|08:04
 
|08:04
−
|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.
  
 
|-
 
|-
 
|08:12
 
|08:12
−
|Note that''' Pattern name '''should be''': Volume, Number'''
+
|Note that''' Pattern name '''should be''': Volume, Number'''.
  
 
|-
 
|-
 
| 08:18
 
| 08:18
−
|'''Numbering formula '''should be: '''Vol.{X}, No.{Y}'''
+
|'''Numbering formula '''should be: '''Vol.{X}, No.{Y}'''.
  
 
|-
 
|-
 
| 08:24
 
| 08:24
−
|In the table '''Advanced prediction pattern, Koha '''by default selects values for-
+
|In the table '''Advanced prediction pattern,''' Koha by default, selects values for-
  
 
'''Label: '''
 
'''Label: '''
−
For column''' X '''as '''Volume'''
+
For column''' X '''as '''Volume''',
−
column''' Y '''as '''Number'''
+
column''' Y '''as '''Number'''.
  
 
|-
 
|-
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|'''Begins with :'''
 
|'''Begins with :'''
  
−
For column''' X '''as '''57'''
+
For column''' X '''as '''57''',
  
−
Column''' Y '''as '''1 '''and so on
+
Column''' Y '''as '''1 '''and so on.
  
 
|-
 
|-
 
| 08:48
 
| 08:48
−
| Now, click on the '''Test prediction pattern '''at the bottom of the page.
+
| Now, click on the '''Test prediction pattern '''button at the bottom of the page.
  
 
|-
 
|-

Revision as of 10:22, 17 October 2018

00:01 Welcome to the Spoken Tutorial on How to add Subscription in Serials.
00:07 In this tutorial, we will learn how to add a subscription for a new serial.
00:15 To record this tutorial, I am using:

Ubuntu Linux OS 16.04 and

Koha version 16.05.

00:29 To follow this tutorial, learners should have knowledge of Library Science.
00:35 You should have Koha installed on your system.
00:39 And, you should also have Admin access in Koha. If not, please visit the Koha Spoken Tutorial series on this website.
00:50 In an earlier tutorial, we had learnt how to catalog Serial subscriptions.
00:57 In this tutorial, we will learn how to add a new subscription for serials.
01:04 Login with Superlibrarian username Bella and her password.
01:10 As explained in an earlier tutorial in this series, create a new Vendor for Serials subscription.
01:18 I will give the name Mumbai Journal supplier. Then I have added an email id. - Mumbaijournals@gmail.com.
01:30 Remember to check the check-boxes for-

Primary acquisitions contact:,

Primary serials contact:,

Contact about late orders and

Contact about late issues.

01:46 These details will be used later in this tutorial.
01:51 Likewise, you have to fill in the details of your vendor.
01:56 Here is the screenshot of the Journal that we have to subscribe.
02:01 All details shown here are the ones I will be entering in my Koha interface.
02:08 Let us go to the Koha interface.
02:12 Now, on the Koha homepage, click on Serials.
02:18 On the page that opens, click on ‘New Subscription’.
02:24 It will open another new page that says Add a new subscription (1/2).
02:30 Here, we will be prompted to fill in some details.
02:35 For Vendor, click on the tab Search for vendor adjacent to two empty boxes.
02:43 In a new window, a new page Serial subscription: search for vendor opens up.
02:50 In the field for Vendor name, I will type Mumbai Journal Supplier.
02:56 You should type the name of your vendor here. Now, click on the OK button on the right side of this field.
03:05 A new page showing the Vendor search results opens.
03:10 In the table below, under the section Select:, click on Choose which is adjacent to the Vendor name.
03:19 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.
03:31 Next is Record . Adjacent to the Record are two blank boxes.
03:37 Under these blank boxes are two tabs:

Search for record and Create record.

03:46 In case the record already exists then click on Search for record.
03:53 Else, click on the tab Create record to create a new entry for the respective serial.
04:01 In an earlier tutorial, we have already cataloged a serial with the title Indian Journal of Microbiology.
04:10 Therefore, we will click on the tab Search for record.
04:16 A new window Catalog search opens.
04:21 In the field for Keyword, enter Indian.
04:27 Then, click on Search at the bottom of the page.
04:32 A new page, Search results from 1 to 1 of 1, opens.
04:39 It has the following details as entered earlier:

Title- Indian Journal of Microbiology,

Publisher- Springer,

ISSN- 0046-8991.

04:58 You will see the details that you entered.
05:02 Next, click on Choose button at the right corner of the table.
05:07 The same window closes and the details entered appear on the page-
05:13 Add a new subscription (1/2), in the field for Record.

In my case, it shows number 3.

05:22 It may be different on your interface depending upon the number of entries that you have made.
05:29 Moving on, I will leave the following as they are.
05:33 Let’s proceed.

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

05:41 If required, you may fill in the-

Public note and

Nonpublic note.

05:47 I will keep them blank.
05:50 Next is Patron notification:.

From the drop-down, select Routing List.

05:59 For Grace period:, I will select 15 day(s).
06:04 For Number of issues to display to staff:, enter 4.
06:10 For Number of issues to display to the public:, enter 4.
6:15 After entering all the details, click on Next at the bottom of the page.
06:22 A new page Add a new subscription (2/2) opens.
06:27 For the section Serials Planning, enter the following-
06:32 For First issue publication date:, I will enter 01/01/2017.
06:41 For Frequency:, I will select ⅓ months i.e. quarterly from the drop-down.
06:48 Subscription length:-

Select issues, if not already selected from the drop-down. Enter 4 in the box for enter amount in numerals.

07:01 Subscription start date: enter 01/01/2017.

Subscription end date: enter 01/12/2017.

07:20 Numbering pattern:- from the drop-down, select Volume, Number.
07:26 Locale- select English from the drop down. You may choose a suitable option from the drop-down, if the language is other than English.
07:38 Next, enter the following for the table for Volume and Number.
07:43 Begins with: Volume= 57,

Begins with: Number =1,

Inner counter: Number =4.

07:55 However, if you want to change the pattern-type then click on Show/Hide advanced pattern.
08:04 To edit the entries, click on modify pattern at the bottom of the Advanced prediction pattern table.
08:12 Note that Pattern name should be: Volume, Number.
08:18 Numbering formula should be: Vol.{X}, No.{Y}.
08:24 In the table Advanced prediction pattern, Koha by default, selects values for-

Label: For column X as Volume, column Y as Number.

08:39 Begins with :

For column X as 57,

Column Y as 1 and so on.

08:48 Now, click on the Test prediction pattern button at the bottom of the page.
08:54 Prediction pattern will appear on the same page towards the right side.
09:00 Prediction pattern will show the details of-

Number, Publication date and Not published

09:11 Lastly, click on Save subscription at the bottom of the page.
09:18 A new page-

Subscription for Indian Journal of Microbiologywith the following details opens: Information Planning Issues Summary

09:34 Click on the tab Planning
09:37 Check the following

The tab Starting with: should be Volume and Number: 57 and 1.

09:46 For the tab Rollover: Volume and Number should be 99999 and 12
09:56 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

10:17 Published date: as 01/01/2017

Published date (text): would be blank Status: Expected

10:31 With this, the Journal subscription is added successfully.
10:36 Purpose of adding Subscription of Serials is for keeping track of-

Journals Magazines

10:43 Serials

Newspapers and other items that are published on a regular schedule.

10:50 You may now log out from Koha.
10:53 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.
11:05 This brings us to the end of this tutorial.
11:09 Let us summarize. In this tutorial, we learnt:

How to add a Subscription for a new serial.

11:18 For Assignment

Add a new Subscription for Journal of Molecular Biology.

11:26 The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
11:33 The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
11:42 Please post your timed queries in this forum.
11:46 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.More information on this mission is available at this link.
11:58 This is Bella Tony from IIT Bombay signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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