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

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Title Slide
 
Title Slide
| Welcome to the Spoken Tutorial on how to add an '''Item type '''in the '''Koha '''interface.
+
| Welcome to the spoken tutorial on how to add an '''Item type '''in the '''Koha interface'''.
  
 
|-
 
|-
Line 23: Line 23:
  
 
Learning Objectives
 
Learning Objectives
|In this tutorial we will learn-* About '''Item types '''and
+
|In this tutorial we will learn-
 +
* About '''Item types '''and
 
* How to add an '''Item type'''
 
* How to add an '''Item type'''
  
Line 30: Line 31:
  
 
System Requirement
 
System Requirement
| To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
+
| To record this tutorial, I am using
 +
* '''Ubuntu Linux OS 16.04'''
 
* '''Koha '''version''' 16.05'''
 
* '''Koha '''version''' 16.05'''
  
Line 45: Line 47:
  
 
| To practice this tutorial, you should have '''Koha''' installed on your system.
 
| 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.
  
 
|-
 
|-
Line 62: Line 66:
 
|-
 
|-
 
| Login with '''username and password'''
 
| Login with '''username and password'''
| We will now login with '''username Bella '''and her password.
+
| We will now login with '''username Bella '''and her '''password'''.
  
 
|-
 
|-
 
| Show interface
 
| Show interface
| Now we are inside the '''Koha''' interface as '''Superlibrarian Bella'''
+
| Now we are inside the '''Koha interface''' as '''Superlibrarian Bella'''
  
 
|-
 
|-
Line 75: Line 79:
 
| '''Slide'''
 
| '''Slide'''
  
'''Item types '''typically refer to the material in the library-* '''Books,'''
+
'''Item types '''typically refer to the material in the library-
 +
* '''Books,'''
 
* '''Journals,'''
 
* '''Journals,'''
* '''CDs/DVDs, etc.'''
+
* '''CDs/DVDs, '''etc.
 
+
| '''Item types '''typically refer to the material in the library, such as-* '''Books,'''
+
  
 +
| '''Item types '''typically refer to the material in the library, such as-
 +
* '''Books,'''
 
* '''Journals,'''
 
* '''Journals,'''
* '''CDs/DVDs, etc.'''
+
* '''CDs/DVDs, '''etc.
  
 
|-
 
|-
Line 96: Line 101:
 
|-
 
|-
 
| '''Home >> Koha Administration'''
 
| '''Home >> Koha Administration'''
| On the''' Koha Home '''page,''' '''click on '''Koha Administration.'''
+
| On the''' Koha Home page,''' click on '''Koha Administration.'''
  
 
|-
 
|-
Line 106: Line 111:
 
|-
 
|-
 
| Click the ''''+ New Item Type''' at the top of the''' Item types administration '''page.
 
| 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.
+
| Click the '''' New Item Type' '''button at the top of the '''Item types administration '''page.
  
 
|-
 
|-
 
| Red box highlight on '''Item type'''
 
| Red box highlight on '''Item type'''
| In the''' 'Item type'''' field, enter a code for the new '''item type '''that you want to add.
+
| In the''' Item type field''', enter a code for the new '''item type '''that you want to add.
  
 
|-
 
|-
Line 118: Line 123:
 
|-
 
|-
 
| Red box highlight on '''Description''' field  
 
| Red box highlight on '''Description''' field  
| The '''Description''' field is the description of the '''item type'''.
+
| The '''Description field''' is the description of the '''item type'''.
  
 
|-
 
|-
Line 126: Line 131:
 
|-
 
|-
 
|  
 
|  
| I will skip '''Search category '''field.
+
| I will skip '''Search category field'''.
  
 
|-
 
|-
Line 134: Line 139:
 
|-
 
|-
 
| Click on the tab '''bridge'''
 
| Click on the tab '''bridge'''
 
+
Click on the icon- '''BOOK'''
'''C'''lick on the icon- '''BOOK'''
+
 
| Click on the tab '''bridge '''
 
| Click on the tab '''bridge '''
  
 
|-
 
|-
 
| Narration only
 
| Narration only
| Here, from the below given options,  
+
| Here, from the below given options, click on the icon be associated with the '''item type.'''
 
+
click on the icon be associated with the '''item type.'''
+
  
 
|-
 
|-
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| '''Slide'''
 
| '''Slide'''
  
Let’s say a book is-* damaged and/or
+
Let’s say a book is-
 +
* damaged and/or
 
* has to be kept back for binding purpose
 
* has to be kept back for binding purpose
  
| Let’s say a book is-* damaged and/or
+
| Let’s say a book is-
 +
* damaged and/or
 
* has to be kept back for binding purpose
 
* has to be kept back for binding purpose
  
Line 164: Line 168:
 
| '''Slide'''
 
| '''Slide'''
  
'''Hide in OPAC '''will-* make the book invisible to the users
+
'''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.
 
| 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:'''
 
| Point to '''Hide in OPAC:'''
 
| As per your requirement, check or uncheck the checkbox for '''Hide in OPAC:'''
 
| As per your requirement, check or uncheck the checkbox for '''Hide in OPAC:'''
 +
  
 
I will leave the checkbox blank.
 
I will leave the checkbox blank.
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| Use the ''''Not for loan'''' option for '''items''' which are kept in the library but not '''circulated'''.
 
| Use the ''''Not for loan'''' option for '''items''' which are kept in the library but not '''circulated'''.
  
For e.g* '''Reference books'''
+
For e.g
 +
* '''Reference books'''
 
* '''Rare books'''
 
* '''Rare books'''
 
* '''Dictionary'''
 
* '''Dictionary'''
  
 
|-
 
|-
| Point to''' 'Not for loan’'''
+
| Point to''' Not for loan'''
 
| I will leave this checkbox blank.
 
| I will leave this checkbox blank.
  
 
|-
 
|-
| Point to''' 'Rental charge'''' field
+
| Point to''' Rental charge field'''
| You may enter an amount to be charged in the ''''Rental charge'''' field, if you wish to.
+
| 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.
+
Particular '''items''' in the library may have to be charged a minimum rental fee.
  
 
|-
 
|-
 
| Point to ''''Rental charge'''' field
 
| Point to ''''Rental charge'''' field
| I will not enter any fee, as rental fee is not required to be charged on most items.
+
| 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.
 
If you wish to enter a fee, then remember to enter a valid number only.
Line 204: Line 206:
 
|-
 
|-
 
| Point to '''Checkin message:'''
 
| Point to '''Checkin message:'''
| Next is''' '''the '''Checkin message: '''text field.
+
| Next is the '''Checkin message: text field'''.
  
 
|-
 
|-
 
| Point to '''Checkin message:'''
 
| Point to '''Checkin message:'''
| '''Checkin message '''depends on the type of the particular item.
+
| '''Checkin message '''depends on the type of the particular '''item'''.
  
The options could be-* '''Book'''
+
The options could be-
 +
* '''Book'''
 
* '''Serial,'''
 
* '''Serial,'''
 
* '''CDs/DVDs'''
 
* '''CDs/DVDs'''
Line 218: Line 221:
 
|-
 
|-
 
| Type- '''Bound Volume'''
 
| Type- '''Bound Volume'''
| In the field '''Checkin message:, '''I will type '''Bound Volume.'''
+
| In the '''field Checkin message:, '''I will type '''Bound Volume.'''
  
 
|-
 
|-
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|-
 
|-
 
| '''Point to Checkin message type:'''
 
| '''Point to Checkin message type:'''
| Depending upon the''' item type, '''select a message or an alert for the item.
+
| Depending upon the''' item type, '''select a message or an alert for the '''item'''.
  
Remember as per the selected option-* a messsage or
+
Remember as per the selected option a messsage or an alert will be displayed when check-ins are done for this particular '''item'''.
* an alert
+
 
+
will be displayed when check-ins are done for this particular item.
+
  
 
|-
 
|-
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'''SIP media type '''applies only if a sorter or a locker facility is being used in your library.  
 
'''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'''.
 
So here I’am skipping '''SIP media type'''.
Line 247: Line 248:
 
|-
 
|-
 
| Point to '''Summary '''field.
 
| Point to '''Summary '''field.
| In the '''Summary '''field, write a summary of the respective''' item ''', if you want to.
+
| In the '''Summary field''', write a summary of the respective''' item ''', if you want to.
  
 
|-
 
|-
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Code, Description, Not for loan, Hide in OPAC, Charge, Chekin message
 
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
+
| All the details that were filled for the new '''item type'''
 +
* appear in a tabular form
 
* on the page '''Item types administration'''
 
* on the page '''Item types administration'''
  
Line 279: Line 281:
 
| SLIDE
 
| SLIDE
  
Some important things to note are-* '''Collection codes''' assigned to '''item types''' cannot be edited.
+
Some important things to note are-
 +
* '''Collection codes''' assigned to '''item types''' cannot be edited.
 
* Description of the '''item type '''can 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.
+
* 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.
+
| Some important things to note are-
 +
* '''Collection codes''' assigned to '''item types''' cannot be edited.
 
* Description of the '''item type '''can 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.
+
* Once an '''item type '''is used by '''items''' in the library, it cannot be deleted.
  
 
|-
 
|-
Line 296: Line 300:
 
| Let us summarize.
 
| Let us summarize.
  
In this tutorial we learnt-* About''' Item types '''and
+
In this tutorial we learnt-
 +
* About''' Item types '''and
 
* How to add an '''Item type'''
 
* How to add an '''Item type'''
  
Line 302: Line 307:
 
|  Slide
 
|  Slide
  
Assignment* Add a''' new item- Book '''and''' '''
+
Assignment
 +
* Add a''' new item- Book '''and  
 
* '''Serial '''to your library
 
* '''Serial '''to your library
  
|  As an assignment-* Add a''' new item- '''
+
|  As an assignment-
 +
* Add a new '''item- '''
  
# '''Book '''and''' '''
+
# '''Book '''and  
 
# '''Serial'''  
 
# '''Serial'''  
  
Line 314: Line 321:
 
| Slide:
 
| Slide:
  
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]
+
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.
 
* It summarises the Spoken Tutorial project.
 
* If you do not have good bandwidth, you can download and watch it.
 
* If you do not have good bandwidth, you can download and watch it.
Line 327: Line 335:
 
'''Spoken Tutorial''' workshops
 
'''Spoken Tutorial''' workshops
  
The '''Spoken Tutorial Project '''Team* 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 contact@spoken-tutorial.org
 
* For more details, please write to contact@spoken-tutorial.org
  
| 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.
Line 340: Line 348:
  
 
Forum for specific questions
 
Forum for specific questions
| * Please post your timed queries in this forum.
+
|Please post your timed queries in this forum.
  
 
|-
 
|-
 
|  Slide:
 
|  Slide:
  
Acknowledgement* '''Spoken Tutorial Project''' is a part of the '''Talk to a Teacher '''project
+
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'''
 
* It is supported by the '''National Mission on Education through ICT, MHRD, Government of India'''
 
* More information on this Mission is available at
 
* More information on this Mission is available at

Revision as of 08:54, 5 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.
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

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
  • 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 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