Difference between revisions of "Koha-Library-Management-System/C2/Add-an-Item-type/English"

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 +
Topic: '''How to add an Item Type'''
  
 +
Contributor: Bella Tony, IIT Bombay
  
−
{| style="border-spacing:0;"
+
Domain Expert: Manju Naika, Central Library, IIT Bombay
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center>
+
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| <center>'''Narration'''</center>
+
  
−
|-
+
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 1
+
  
−
'''Title Slide'''
+
Keywords: Koha administration, Item Type,
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Welcome to the '''Spoken Tutorial''' on '''how to add an Item type '''in the '''Koha '''interface.
+
  
−
|-
+
{| border =1
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide Number 2
+
|<center>'''Visual Cue'''</center>
 +
|<center>'''Narration'''</center>
  
−
'''Learning Objectives'''
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| In this tutorial we will learn-  
+
| Slide 1
  
−
* About '''Item types '''and
+
Title Slide
−
* How to add an '''Item type'''  
+
| Welcome to the Spoken Tutorial on how to add an '''Item type '''in the '''Koha '''interface.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide Number 3
+
| Slide Number 2
  
−
'''System Requirement'''
+
Learning Objectives
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| To record this tutorial, I am using
+
|In this tutorial we will learn-* About '''Item types '''and
 +
* How to add an '''Item type'''
  
−
* '''Ubuntu Linux OS 16.04'''
+
|-
−
* '''Koha '''version''' 16.05'''
+
| Slide Number 3
  
−
|-
+
System Requirement
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 4a
+
| To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
 +
* '''Koha '''version''' 16.05'''
  
−
'''Pre-requisites'''
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| To follow this tutorial, learners should have knowledge of '''Library Science.'''
+
| Slide 4a
  
−
|-  
+
Pre-requisites
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 4b
+
| To follow this tutorial, you should have knowledge of '''Library Science.'''
  
−
'''Pre-requisites'''
+
|-
 +
| Slide 4b
  
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| To practice this tutorial, you should have '''Koha''' installed on your system.
+
Pre-requisites
  
 +
| To practice this tutorial, you should have '''Koha''' installed on your system.
  
−
You should also have '''Admin''' access in '''Koha.'''  
+
You should also have '''Admin''' access in '''Koha.'''
  
 +
If not, please refer to the '''Koha Spoken Tutorial '''series on this website.
  
−
If not, please refer to the '''Koha Spoken Tutorial '''series on this website.
+
|-
−
 
+
| Show Koha interface
−
|-  
+
| Let us begin.
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Show Koha interface  
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Let us begin.  
+
  
 
Let me switch to the '''Koha''' interface.  
 
Let me switch to the '''Koha''' interface.  
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Narration only  
+
| Narration only
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Recall that we had created a '''Superlibrarian Bella.'''  
+
| Recall that we had created a '''Superlibrarian Bella.'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Login with '''username and password'''
+
| Login with '''username and password'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| We will now login with '''username Bella '''and her password.  
+
| We will now login with '''username Bella '''and her password.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Show interface  
+
| Show interface
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Now we are inside the '''Koha''' interface as '''Superlibrarian Bella'''  
+
| Now we are inside the '''Koha''' interface as '''Superlibrarian Bella'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Narration only
+
| Narration only
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Before we move ahead, let’s first understand what are '''Item Types.'''  
+
| Before we move ahead, let’s first understand what are '''Item Types.'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"|
+
| '''Slide'''
−
'''Slide'''  
+
  
−
'''Item types '''typically refer to the material in the library-  
+
'''Item types '''typically refer to the material in the library-* '''Books,'''
−
 
+
−
* '''Books,'''
+
 
* '''Journals,'''
 
* '''Journals,'''
−
* '''CDs/DVDs, etc.'''  
+
* '''CDs/DVDs, etc.'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"|
+
 
−
'''Item types '''typically refer to the material in the library, such as-  
+
| '''Item types '''typically refer to the material in the library, such as-* '''Books,'''
  
−
* '''Books,'''
 
 
* '''Journals,'''
 
* '''Journals,'''
−
* '''CDs/DVDs, etc.'''  
+
* '''CDs/DVDs, etc.'''
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''SLIDE'''
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Every '''Item type '''in '''Koha '''has a '''Collection code''' assigned to it.
+
−
 
+
−
 
+
−
This code uniquely identifies that '''Item type.'''
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Narration only
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Let us learn to add a new '''item type.'''
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''Home >> Koha Administration'''
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| On the''' Koha Home '''page,''' '''click on '''Koha Administration.'''
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Basic parameters'''
+
−
 
+
−
Click on''' 'Item Type''''
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Go to the section '''Basic parameters '''and click on '''Item Types'''.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click the '''+ New Item Type''' at the top of the '''Item types administration''' page.
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click the ''''+ New Item Type' '''button at the top of the '''Item types administration''' page.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Red box highlight on '''Item type'''
+
−
 
+
−
 
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| In the''' 'Item type'''' field, enter a code for the new '''item type '''that you want to add.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Type '''REF'''
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will type '''R E F'''
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Red box highlight on '''Description''' field
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| The '''Description''' field is the description of the '''item type'''.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Type '''Reference'''
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| So here, I will type '''Reference.'''
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"|
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will skip '''Search category '''field.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Choose an icon''':
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Next is '''Choose an icon:'''
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on the tab '''bridge'''
+
−
 
+
−
Click on the icon- '''BOOK'''
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on the tab '''bridge '''
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Narration only
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Here, from the below given options, click on the icon to be associated with the '''item type.'''
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Select '''Reference '''icon
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will select this '''Reference''' icon.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to '''Hide in OPAC: '''option
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Next, we will learn how '''Hide in OPAC: '''helps.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''Slide'''
+
−
 
+
−
Let’s say a Book is-
+
−
 
+
−
* damaged and/or
+
−
* has to be kept back for binding purpose
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Let’s say a book is-
+
−
 
+
−
* damaged and/or
+
−
* has to be kept back for binding purpose
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''Slide'''
+
−
 
+
−
'''Hide in OPAC '''will-
+
−
* make the book invisible to the users
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| In such cases, the option '''Hide in OPAC,''' will make the book invisible to all the users.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to '''Hide in OPAC:'''
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| As per your requirement, check or uncheck the checkbox for '''Hide in OPAC:'''
+
−
 
+
−
 
+
−
I will leave the checkbox blank.
+
−
 
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to''' 'Not for loan’'''
+
−
 
+
−
 
+
−
 
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Use the ''''Not for loan'''' option for '''items''' which are kept in the library but not '''circulated'''.
+
  
−
For e.g
+
|-
 +
| '''SLIDE'''
 +
| Every '''Item type '''in '''Koha '''has a '''Collection code''' assigned to it.
  
−
* '''Reference books'''
+
This code uniquely identifies that '''Item type.'''
−
* '''Rare books'''
+
−
* '''Dictionary'''  
+
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to''' 'Not for loan’'''
+
|  
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will leave this checkbox blank.
+
| Let us learn to add a new '''item type.'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to''' 'Rental charge'''' field
+
| '''Home >> Koha Administration'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| You may enter an amount to be charged in the ''''Rental charge'''' field, if you wish to.  
+
| On the''' Koha Home '''page,''' '''click on '''Koha Administration.'''
  
 +
|-
 +
| Cursor on '''Basic parameters'''
  
−
Particular items in the library may have to be charged a minimum rental fee.  
+
Click on''' 'Item Type''''
 +
| Go to the section '''Basic parameters '''and click on '''Item Types'''.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to ''''Rental charge'''' field
+
| Click the ''''+ New Item Type''' at the top of the''' Item types administration '''page.
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will not enter any fee, as rental fee is not required to be charged on most items.  
+
| Click the ''''+ New Item Type' '''button at the top of the '''Item types administration '''page.
  
 +
|-
 +
| Red box highlight on '''Item type'''
 +
| In the''' 'Item type'''' field, enter a code for the new '''item type '''that you want to add.
  
−
If you wish to enter a fee, then remember to enter a valid number only.
+
|-
 +
| Type '''REF'''
 +
| I will type '''REF'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to '''Checkin message:'''  
+
| Red box highlight on '''Description''' field
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Next is''' '''the '''Checkin message: '''text field.  
+
| The '''Description''' field is the description of the '''item type'''.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to '''Checkin message:'''  
+
| Type '''Reference'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''Checkin message '''depends on the type of the particular item.
+
| So here, I will type '''Reference.'''
  
−
The options could be-  
+
|-
 +
|
 +
| I will skip '''Search category '''field.
  
−
* '''Book'''
+
|-
−
* '''Serial,'''
+
| Cursor on '''Choose an icon''':
−
* '''CDs/DVDs'''
+
| Next is '''Choose an icon:'''
−
* '''Bound Volume'''  
+
−
* '''Microfilm etc'''  
+
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Type- '''Bound Volume'''
+
| Click on the tab '''bridge'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| In the field '''Checkin message:, '''I will type '''Bound Volume.'''  
+
  
−
|-  
+
'''C'''lick on the icon- '''BOOK'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to '''Checkin message type:'''  
+
| Click on the tab '''bridge '''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| This is followed by''' Checkin message type:'''  
+
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''Point to Checkin message type:'''
+
| Narration only
 +
| Here, from the below given options,
  
 +
click on the icon be associated with the '''item type.'''
  
−
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Depending upon the''' item type, '''select a message or an alert for the item.  
+
| Select '''Reference '''icon
 +
| I will select this '''Reference''' icon.
  
 +
|-
 +
| Point to '''Hide in OPAC: '''option
 +
| Next, we will learn how '''Hide in OPAC: '''helps.
  
−
Remember as per the selected option-  
+
|-
−
* a '''Message''' or
+
| '''Slide'''
−
* an '''Alert'''
+
−
will be displayed when check-ins are done for this particular item.
+
  
−
|-  
+
Let’s say a book is-* damaged and/or
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Select '''message''' from the drop down.
+
* has to be kept back for binding purpose
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will select- '''message.'''
+
  
−
|-  
+
| Let’s say a book is-* damaged and/or
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''SIP media type'''
+
* has to be kept back for binding purpose
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Next is''' SIP media type'''
+
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide  
+
| '''Slide'''
  
−
'''SIP '''categorically defines a particular '''Item Type '''whether-  
+
'''Hide in OPAC '''will-* make the book invisible to the users
  
 +
| In such cases, the option '''Hide in OPAC,''' will make the book invisible to all the users.
  
−
'''A Book (is only a book)'''  
+
|-
 +
| Switch back to '''Koha'''
 +
| Let’s go back to the '''Koha''' interface.
  
−
'''Book with CD'''  
+
|-
 +
| Point to '''Hide in OPAC:'''
 +
| As per your requirement, check or uncheck the checkbox for '''Hide in OPAC:'''
  
−
'''Book with diskette'''
+
I will leave the checkbox blank.
  
−
'''Book with Audio tape'''  
+
|-
 +
| Point to''' 'Not for loan’'''
 +
| Use the ''''Not for loan'''' option for '''items''' which are kept in the library but not '''circulated'''.
  
−
'''CD/CDROM'''  
+
For e.g* '''Reference books'''
 +
* '''Rare books'''
 +
* '''Dictionary'''
  
−
'''Bound journal'''  
+
|-
 +
| Point to''' 'Not for loan’'''
 +
| I will leave this checkbox blank.
  
−
'''Diskette etc'''  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''SIP '''categorically defines a particular '''Item Type '''whether it’s-
+
| Point to''' 'Rental charge'''' field
 +
| You may enter an amount to be charged in the ''''Rental charge'''' field, if you wish to.
  
 +
Particular items in the library may have to be charged a minimum rental fee.
  
−
'''A Book (is only a book)'''  
+
|-
 +
| Point to ''''Rental charge'''' field
 +
| I will not enter any fee, as rental fee is not required to be charged on most items.
  
−
'''Book with CD'''
+
If you wish to enter a fee, then remember to enter a valid number only.
  
−
'''Book with diskette'''  
+
|-
 +
| Point to '''Checkin message:'''
 +
| Next is''' '''the '''Checkin message: '''text field.
  
−
'''Book with Audio tape'''  
+
|-
 +
| Point to '''Checkin message:'''
 +
| '''Checkin message '''depends on the type of the particular item.
  
−
'''CD/CDROM'''  
+
The options could be-* '''Book'''
−
+
* '''Serial,'''
−
'''Bound journal'''  
+
* '''CDs/DVDs'''
 +
* '''Bound Volume'''
 +
* '''Microfilm etc'''
  
−
'''Diskette etc'''  
+
|-
 +
| Type- '''Bound Volume'''
 +
| In the field '''Checkin message:, '''I will type '''Bound Volume.'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''SIP''' is basically required if the library is using '''selfcheckin/self checkout'''  
+
| Point to '''Checkin message type:'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''SIP''' is basically required if the library is using '''self checkin/self checkout'''  
+
| This is followed by''' Checkin message type:'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Select '''Bound Journal '''from the drop down
+
| '''Point to Checkin message type:'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| For''' SIP media type''' I will select '''Bound Journal''' from the drop down
+
| Depending upon the''' item type, '''select a message or an alert for the item.
  
−
|-  
+
Remember as per the selected option-* a messsage or
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to '''Summary '''field.
+
* an alert
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| In the '''Summary '''field, write a summary of the respective''' item type''', if you want to.
+
  
−
|-  
+
will be displayed when check-ins are done for this particular item.
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Type-
+
  
−
'''Item type- Reference'''  
+
|-
 +
| Select '''message''' from the drop down.
 +
| I will select- '''message.'''
  
−
'''Facilitate- Self check out/return'''  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will type-
+
| Cursor on '''SIP media type'''
 +
| Next is''' SIP media type'''
  
−
'''Item type- Reference'''  
+
'''SIP media type '''applies only if a sorter or a locker facility is being used in your library.
  
−
'''Facilitate- Self check out or return'''  
+
So here I’am skipping '''SIP media type'''.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on '''Save changes''' button.  
+
| Point to '''Summary '''field.
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Lastly, click on '''Save changes''' button.  
+
| In the '''Summary '''field, write a summary of the respective''' item ''', if you want to.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Item types administration'''
+
| Type-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| A new page '''Item types administration '''opens up.
+
  
−
|-
+
'''Item type- Reference'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Run the cursor through-  
+
  
 +
'''Facilitate- Self check out/return'''
 +
| I will type-
  
−
'''Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message'''
+
'''Item type- Reference'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| All the details that were filled for the new '''item type'''  
+
  
−
* appear in a tabular form
+
'''Facilitate- Self check out/return'''
−
* on the page '''Item types administration'''  
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| SLIDE
+
  
−
Some important things to note are-  
+
|-
 +
| Click on '''Save changes''' button.
 +
| Lastly, click on '''Save changes''' button.
  
−
* '''Collection codes''' assigned to '''item types''' cannot be edited.
+
|-
−
* Description of the '''item type '''can be edited.  
+
| Cursor on '''Item types administration'''
−
* Once an '''item type '''is used by items in the library, it cannot be deleted.
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| A new page '''Item types administration '''opens up.
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| style="border:0.75pt solid #000001;padding:0.071cm;"| Some important things to note are-
+
  
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* '''Collection codes''' assigned to '''item types''' cannot be edited.
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|-
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* Description of the '''item type '''can be edited.
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| Run the cursor through-
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* Once an '''item type '''is used by items in the library, it cannot be deleted.
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|-
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Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message
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| style="border:0.75pt solid #000001;padding:0.071cm;"|
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| All the details that were filled for the new '''item type'''* appear in a tabular form
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| style="border:0.75pt solid #000001;padding:0.071cm;"| This brings us to the end of this tutorial.
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* on the page '''Item types administration'''
  
−
|-  
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|-
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| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide
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| SLIDE
  
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Summary
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Some important things to note are-* '''Collection codes''' assigned to '''item types''' cannot be edited.
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Let us summarize.  
+
* Description of the '''item type '''can be edited.
 +
* Once an '''item type '''is used by items in the library, it cannot be deleted.
 +
| Some important things to note are-* '''Collection codes''' assigned to '''item types''' cannot be edited.
 +
* Description of the '''item type '''can be edited.
 +
* Once an '''item type '''is used by items in the library, it cannot be deleted.
  
−
In this tutorial we learnt-
+
|-
 +
|
 +
| This brings us to the end of this tutorial.
  
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* About''' Item types '''and
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|-
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* How to add an '''Item type'''
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| Slide
  
−
|-
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Summary
−
| style="border:0.75pt solid #000001;padding:0.106cm;"| Slide
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| Let us summarize.
  
−
Assignment
+
In this tutorial we learnt-* About''' Item types '''and
 +
* How to add an '''Item type'''
  
−
* Add a''' new item- Serial '''to your library
+
|-
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| style="border:0.75pt solid #000001;padding:0.106cm;"| As an assignment-
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| Slide
  
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* Add a''' new item- Serial''' to your library  
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Assignment* Add a''' new item- Book '''and''' '''
 +
* '''Serial '''to your library
  
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|-  
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| As an assignment-* Add a''' new item- '''
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| style="border:0.75pt solid #000001;padding:0.106cm;"| Show your '''Koha''' with the assignment completed.
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| style="border:0.75pt solid #000001;padding:0.106cm;"| After completing this assignment, you should have the following in''' Item Types'''.
+
  
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|-
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# '''Book '''and''' '''
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| style="border:0.75pt solid #000001;padding:0.106cm;"|Cursor on '''Periodical''' with a '''Checkin message '''- '''Bound volume'''  
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# '''Serial'''  
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| style="border:0.75pt solid #000001;padding:0.106cm;"| '''Periodical''' with a '''Checkin message '''- '''Bound volume'''  
+
  
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|-  
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to your library
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| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:  
+
|-
 +
| Slide:
  
−
About '''Spoken Tutorial project'''  
+
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 summarises the Spoken Tutorial project.
 +
* If you do not have good bandwidth, you can download and watch it.
  
−
* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
+
| The video at the following link summarizes the '''Spoken Tutorial project.'''
−
* It summarises the Spoken Tutorial project.
+
−
* If you do not have good bandwidth, you can download and watch it.
+
−
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| The video at the following link summarizes the '''Spoken Tutorial project.'''  
+
  
−
Please download and watch it.  
+
Please download and watch it.
−
|-
+
−
| style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:
+
  
−
'''Spoken Tutorial''' workshops
+
|-
 +
| Slide:
  
−
The '''Spoken Tutorial Project''' Team
+
'''Spoken Tutorial''' workshops
  
−
* Conducts workshops using spoken tutorials  
+
The '''Spoken Tutorial Project '''Team* Conducts workshops using spoken tutorials
−
* Gives certificates for those who pass an online test  
+
* Gives certificates for those who pass an online test
−
* For more details, please write to '''http://contact@spoken-tutorial.org'''
+
* For more details, please write to contact@spoken-tutorial.org
−
| style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| The''' Spoken Tutorial Project''' Team:
+
  
−
* conducts workshops and  
+
| The''' Spoken Tutorial Project''' Team:* conducts workshops and
−
* gives certificates.  
+
* gives certificates.
  
−
For more details, please write to us.  
+
For more details, please write to us.
  
−
|-  
+
|-
−
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"| Slide:  
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| Slide:
  
−
Forum for specific questions  
+
Forum for specific questions
−
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"| * Please post your timed queries in this forum.  
+
| * Please post your timed queries in this forum.
  
−
|-  
+
|-
−
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:  
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| Slide:
  
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Acknowledgement  
+
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 http://spoken-tutorial.org/NMEICT-Intro]
  
−
* '''Spoken Tutorial Project''' is a part of the '''Talk to a Teacher '''project
+
| http://spoken-tutorial.org/NMEICT-Intro
−
* 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 http://spoken-tutorial.org/NMEICT-Intro]
+
−
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
+
  
 +
'''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
  
−
More information on this mission is available at this link.  
+
More information on this mission is available at this link.
  
−
|-  
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|-
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| style="border:0.75pt solid #000001;padding:0.106cm;"|
+
|
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| style="border:0.75pt solid #000001;padding:0.106cm;"| This is Bella Tony from''' IIT Bombay''' signing off.  
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| This is Bella Tony from''' IIT Bombay''' signing off.
−
+
  
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Thank you for joining.  
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Thank you for joining.
  
 
|}
 
|}

Revision as of 21:36, 3 September 2018

Topic: How to add an Item Type

Contributor: Bella Tony, IIT Bombay

Domain Expert: Manju Naika, Central Library, IIT Bombay

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

Keywords: Koha administration, Item Type,

Visual Cue
Narration
Slide 1

Title Slide

Welcome to the Spoken Tutorial on how to add an Item type in the Koha interface.
Slide Number 2

Learning Objectives

In this tutorial we will learn-* About Item types and
  • How to add an Item type
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.

You should also have Admin access in Koha.

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

Show Koha interface Let us begin.

Let me switch to the Koha interface.

Narration only Recall that we had created a Superlibrarian Bella.
Login with username and password We will now login with username Bella and her password.
Show interface Now we are inside the Koha interface as Superlibrarian Bella
Narration only Before we move ahead, let’s first understand what are Item Types.
Slide

Item types typically refer to the material in the library-* Books,

  • Journals,
  • CDs/DVDs, etc.
Item types typically refer to the material in the library, such as-* Books,
  • Journals,
  • CDs/DVDs, etc.
SLIDE Every Item type in Koha has a Collection code assigned to it.

This code uniquely identifies that Item type.

Let us learn to add a new item type.
Home >> Koha Administration On the Koha Home page, click on Koha Administration.
Cursor on Basic parameters

Click on 'Item Type'

Go to the section Basic parameters and click on Item Types.
Click the '+ New Item Type at the top of the Item types administration page. Click the '+ New Item Type' button at the top of the Item types administration page.
Red box highlight on Item type In the 'Item type' field, enter a code for the new item type that you want to add.
Type REF I will type REF
Red box highlight on Description field The Description field is the description of the item type.
Type Reference So here, I will type Reference.
I will skip Search category field.
Cursor on Choose an icon: Next is Choose an icon:
Click on the tab bridge

Click on the icon- BOOK

Click on the tab bridge
Narration only Here, from the below given options,

click on the icon be associated with the item type.

Select Reference icon I will select this Reference icon.
Point to Hide in OPAC: option Next, we will learn how Hide in OPAC: helps.
Slide

Let’s say a book is-* damaged and/or

  • has to be kept back for binding purpose
Let’s say a book is-* damaged and/or
  • has to be kept back for binding purpose
Slide

Hide in OPAC will-* make the book invisible to the users

In such cases, the option Hide in OPAC, will make the book invisible to all the users.
Switch back to Koha Let’s go back to the Koha interface.
Point to Hide in OPAC: As per your requirement, check or uncheck the checkbox for Hide in OPAC:

I will leave the checkbox blank.

Point to 'Not for loan’ Use the 'Not for loan' option for items which are kept in the library but not circulated.

For e.g* Reference books

  • Rare books
  • Dictionary
Point to 'Not for loan’ I will leave this checkbox blank.
Point to 'Rental charge' field You may enter an amount to be charged in the 'Rental charge' field, if you wish to.

Particular items in the library may have to be charged a minimum rental fee.

Point to 'Rental charge' field I will not enter any fee, as rental fee is not required to be charged on most items.

If you wish to enter a fee, then remember to enter a valid number only.

Point to Checkin message: Next is the Checkin message: text field.
Point to Checkin message: Checkin message depends on the type of the particular item.

The options could be-* Book

  • Serial,
  • CDs/DVDs
  • Bound Volume
  • Microfilm etc
Type- Bound Volume In the field Checkin message:, I will type Bound Volume.
Point to Checkin message type: This is followed by Checkin message type:
Point to Checkin message type: Depending upon the item type, select a message or an alert for the item.

Remember as per the selected option-* a messsage or

  • an alert

will be displayed when check-ins are done for this particular item.

Select message from the drop down. I will select- message.
Cursor on SIP media type Next is SIP media type

SIP media type applies only if a sorter or a locker facility is being used in your library.

So here I’am skipping SIP media type.

Point to Summary field. In the Summary field, write a summary of the respective item , if you want to.
Type-

Item type- Reference

Facilitate- Self check out/return

I will type-

Item type- Reference

Facilitate- Self check out/return

Click on Save changes button. Lastly, click on Save changes button.
Cursor on Item types administration A new page Item types administration opens up.
Run the cursor through-

Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message

All the details that were filled for the new item type* appear in a tabular form
  • on the page Item types administration
SLIDE

Some important things to note are-* Collection codes assigned to item types cannot be edited.

  • Description of the item type can be edited.
  • Once an item type is used by items in the library, it cannot be deleted.
Some important things to note are-* Collection codes assigned to item types cannot be edited.
  • Description of the item type can be edited.
  • Once an item type is used by items in the library, it cannot be deleted.
This brings us to the end of this tutorial.
Slide

Summary

Let us summarize.

In this tutorial we learnt-* About Item types and

  • How to add an Item type
Slide

Assignment* Add a new item- Book and

  • Serial to your library
As an assignment-* Add a new item-
  1. Book and
  2. Serial

to your library

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 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

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

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