Difference between revisions of "Koha-Library-Management-System/C2/Circulation/English"

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Topic: '''Circulation'''
 +
 +
Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
 +
 +
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
 +
 +
Keywords:
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 +
  
 
{| border=1
 
{| border=1
|-
+
| style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center>
| align=center| '''Visual Cue'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Narration'''</center>
| align=center| '''Narration'''
+
 
 
|-
 
|-
|| Slide 1
+
| Slide 1
  
 
'''Title '''
 
'''Title '''
|| Welcome to the '''Spoken Tutorial '''on '''Circulation'''
+
| Welcome to the '''Spoken Tutorial '''on '''Circulation'''
 +
 
 
|-
 
|-
| Slide Number 2
+
| Slide Number 2
  
 
'''Learning Objectives'''
 
'''Learning Objectives'''
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
| In this tutorial we will learn about-* '''Circulation and Fine Rules for the Patron category'''
 
+
In this tutorial we will learn about-
+
* '''Circulation''' and '''Fine Rules''' for the '''Patron category'''
+
 
* '''Check Out (Issuing)'''
 
* '''Check Out (Issuing)'''
* Renewing
+
* '''Renewing'''
 
* '''Check In (Returning)'''
 
* '''Check In (Returning)'''
  
 
|-
 
|-
|| Slide 3
+
| Slide 3
  
 
'''System requirement'''
 
'''System requirement'''
|| To record this tutorial, I am using-
+
| To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
 
+
* '''Ubuntu Linux OS 16.04'''
+
 
* '''Koha version 16.05'''
 
* '''Koha version 16.05'''
  
 
|-
 
|-
|| Slide Number 4
+
| Slide Number 4
  
 
'''Pre-requisite'''
 
'''Pre-requisite'''
|| To follow this tutorial, learners should be familiar with '''Library Science.'''
+
| To follow this''' tutorial,''' learners should be familiar with '''Library Science.'''
 +
 
 
|-
 
|-
|| Slide 4b
+
| Slide 4b
  
 
'''Pre-requisites'''
 
'''Pre-requisites'''
  
  
|| 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.
 
 
|-
 
|-
|| Narration only
+
| Narration only
|| First of all we will start by defining''' Circulation ''' and '''Fine Rules''' for '''Patron category'''
+
| First of all we will start by defining''' Circulation '''and '''Fine Rules''' for- '''Patron category'''* '''Create a Patron Category as - '''
 
+
  
Create a '''Patron category''' as '''Post Graduate student ''' under the '''Spoken Tutorial Library. '''
+
'''Post Graduate student '''under the '''Spoken Tutorial Library. '''
  
 
Recall, all the above has been explained in an earlier tutorial in this series.
 
Recall, all the above has been explained in an earlier tutorial in this series.
 
  
 
We will be using this information later in this tutorial.
 
We will be using this information later in this tutorial.
  
 
|-
 
|-
|| Login as '''Bella'''
+
| Show Koha interface
|| Login with '''Superlibrarian Username Bella'''
+
| Your Koha interface will look like this after adding-
|-
+
|| Go to''' Koha Administration'''
+
|| Go to''' Koha Administration'''
+
|-
+
|| On new page, '''Patrons and circulation>>Circulation and fines rules.'''
+
|| Under section '''Patrons and circulation, '''click on''' Circulation and fines rules.'''
+
|-
+
|| Cursor on '''Defining circulation and fine rules for all libraries'''
+
|| '''Defining circulation and fine rules for all libraries '''opens.
+
|-
+
|| Locate '''Select Library''' >> select '''Spoken Tutorial Library.'''
+
|| Locate '''Select Library''' and from the drop-down select '''Spoken Tutorial Library.'''
+
|-
+
|| Cursor on '''Defining circulation and fine rules for "Spoken Tutorial Library"''',
+
|| A new page opens with the title- '''Defining circulation and fine rules for "Spoken Tutorial Library"'''.
+
|-
+
||Under '''Patron category, ''' >> click on '''Post Graduate Student'''
+
  
||Under the section- '''Patron category, '''from the drop-down, click on '''Post Graduate Student'''
+
The Patron Category as - Post Graduate student under the Spoken Tutorial Library
  
 
|-
 
|-
||Under '''Item type''' >> click on '''Books'''
+
| Login with '''Superlibrarian Username Bella'''
 +
| Login with '''Superlibrarian Username Bella''' and her''' password'''
  
||Under the section '''Item type''', from the drop down click on '''Books'''
+
|-
 +
| Go to''' Koha Administration'''
 +
| Go to''' Koha Administration'''
  
 
|-
 
|-
||'''Current checkouts allowed '''>> enter '''5'''
+
| On new page, '''Patrons and circulation>>Circulation and fines rules.'''
 +
| Under the section '''Patrons and circulation, '''click on''' Circulation and fines rules.'''
  
||In the field- '''Current checkouts allowed '''enter '''5'''
+
|-
 +
| Cursor on '''Defining circulation and fine rules for all libraries'''
 +
| '''Defining circulation and fine rules for all libraries '''opens.
  
 
|-
 
|-
||Leave '''Current on-site checkouts allowed,''' as blank
+
| Locate '''Select Library''' >> select '''Spoken Tutorial Library.'''
 +
| Locate '''Select Library''' and from the drop-down select '''Spoken Tutorial Library.'''
  
||I will leave '''Current on-site checkouts allowed,''' as blank
+
|-
 +
| Cursor on '''Defining circulation and fine rules for "Spoken Tutorial Library"''',
 +
| A new page opens with the title- '''Defining circulation and fine rules for "Spoken Tutorial Library"'''.
  
 
|-
 
|-
||'''Loan period'''>> enter 15
+
| * Under the section- '''Patron category, '''from the drop-down, click on '''Post Graduate Student'''
 +
| * Under the section- '''Patron category, '''from the drop-down, click on '''Post Graduate Student'''
  
||Enter '''15 '''for''' Loan period'''
 
  
 
|-
 
|-
||'''For Unit, '''>> select '''Days'''
+
| * Under the section '''Item type''', from the drop down click on '''Book'''
 +
| * Under the section '''Item type''', from the drop down click on '''Book'''
  
||'''For Unit, '''select '''Days'''
+
|-
 +
| * In the field- '''Current checkouts allowed '''enter '''5'''
 +
| * In the field- '''Current checkouts allowed '''enter '''5'''
  
 
|-
 
|-
||Leave''' Hard due date,''' as it is
+
| * I will leave '''Current on-site checkouts allowed,''' as blank
 +
| * I will leave '''Current on-site checkouts allowed,''' as blank
  
||Leave''' Hard due date,''' as it is
+
|-
 +
| * Enter '''15 '''for''' Loan period'''
 +
| * Enter '''15 '''for''' Loan period'''
  
 
|-
 
|-
||Skip '''Fine amount '''
+
| * leave, '''For Unit,''' as it is
 +
| * I will leave, '''For Unit,''' as it is i.e. '''Days'''
  
||Leave '''Fine amount '''and
+
|-
 +
| * Leave''' Hard due date,''' as it is
 +
| * Leave''' Hard due date,''' as it is
  
 
|-
 
|-
||'''Fine charging interval'''>> enter 1
+
| * '''Fine amount '''as 5
 +
| Enter '''Fine amount 5 '''and''' '''
  
||Enter''' 1''' for''' Fine charging interval'''
+
|-
 +
| * Enter''' 1''' for''' Fine charging interval'''
 +
| * Enter''' 1''' for''' Fine charging interval'''
  
 
|-
 
|-
||Skip '''When to charge '''
+
| * I will leave '''When to charge '''as it is
 +
| * I will leave '''When to charge '''as it is
  
||I will leave '''When to charge '''as it is
+
|-
 +
| * I will leave '''Fine grace period: '''blank
 +
| * I will leave '''Fine grace period: '''blank
  
 
|-
 
|-
||Keep '''Fine grace period: '''blank
+
| * I will leave '''Overdue fines cap (amount): '''and
 +
| * I will leave '''Overdue fines cap (amount): '''and
  
||I will leave '''Fine grace period: '''blank
+
|-
 +
| * '''Cap fine at replacement price: '''blank
 +
| * '''Cap fine at replacement price: '''blank
  
 
|-
 
|-
||Keep '''Overdue fines cap (amount): '''
+
| * I will also leave '''Suspension in days (day) : '''blank
 +
| * I will also leave '''Suspension in days (day) : '''blank
  
Keep'''Cap fine at replacement price: '''blank
 
  
||I will leave '''Overdue fines cap (amount): '''and '''Cap fine at replacement price: '''blank
 
  
 
|-
 
|-
||Keep '''Suspension in days (day) : '''blank
+
| * '''Maximum suspension duration (day): '''as blank
 
+
| * '''Maximum suspension duration (day): '''as blank
||I will also leave '''Suspension in days (day): '''blank
+
  
 
|-
 
|-
||'''Maximum suspension duration (day): '''as blank
+
| * Enter '''10 '''for '''Renewals allowed (count) '''
 
+
| * Enter '''10 '''for '''Renewals allowed (count) '''
||'''Maximum suspension duration (day): '''as blank
+
  
 
|-
 
|-
||'''Renewals allowed (count) '''>> Enter '''10 '''
+
| * I will leave '''Renewal period:'''
 
+
| * I will leave '''Renewal period: '''
||Enter '''10 '''for '''Renewals allowed (count) '''
+
  
 
|-
 
|-
||Skip '''Renewal period:'''
+
| * '''No renewal before:''' blank
 
+
| * '''No renewal before:''' blank
Keep '''No renewal before:''' blank
+
 
+
||I will leave '''Renewal period:''' and '''No renewal before:''' blank
+
  
 
|-
 
|-
||Skip ''' Automatic renewal '''
+
| * For''' Automatic renewal '''I will leave as it is
 
+
| * For''' Automatic renewal '''I will leave as it is
||For''' Automatic renewal '''I will leave as it is
+
  
 
|-
 
|-
||'''Holds allowed (count) ''' >> enter '''5'''
+
| * For '''Holds allowed (count) '''enter '''5'''
 +
| * For '''Holds allowed (count) '''enter '''5'''
  
||For '''Holds allowed (count) '''enter '''5'''
 
  
 
|-
 
|-
||'''On shelf holds allowed '''from the drop-down, select''' If all unavailable'''
+
| * For '''On shelf holds allowed '''from the drop down, select''' If all unavailable'''
 
+
| * For '''On shelf holds allowed '''from the drop down, select''' If all unavailable'''
||For '''On shelf holds allowed '''from the drop down, select''' If all unavailable'''
+
  
 
|-
 
|-
||Skip ''' Item level holds '''
+
| * I will leave''' Item level holds '''as it is
 
+
| * I will leave''' Item level holds '''as it is
||I will leave''' Item level holds '''as it is
+
  
 
|-
 
|-
||Keep '''Rental discount '''as blank
+
| * Leave '''Rental discount '''as blank
 
+
| * Leave '''Rental discount '''as blank
||Leave '''Rental discount '''as blank
+
  
 
|-
 
|-
||Cursor on''' Actions'''  
+
| Cursor on''' Actions'''  
  
 
Click on '''Save'''.
 
Click on '''Save'''.
||Next, go to the section '''Actions''' at the extreme right corner of the table and click on '''Save'''.
+
| Next, go to the section '''Actions''' at the extreme right corner of the table and click on '''Save'''.
 +
 
 
|-
 
|-
|| Cursor on '''Defining circulation and fine rules for "Spoken Tutorial Library"'''
+
| Cursor on '''Defining circulation and fine rules for "Spoken Tutorial Library"'''
 
+
 
+
 
Cursor on entries
 
Cursor on entries
|| Same page '''Defining circulation and fine rules for "Spoken Tutorial Library", '''opens again.
+
| Same page '''Defining circulation and fine rules for "Spoken Tutorial Library", '''opens again.
 
+
  
 
This page contains all the entries that we just filled.
 
This page contains all the entries that we just filled.
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Point to '''Clone these rules to:'''
+
|
| style="border:0.75pt solid #000001;padding:0.176cm;" | Now adjacent to the heading '''Select a library''', locate '''Clone these rules to:'''
+
|Next to the heading '''Select the library:''' , locate '''Clone these rules to: '''
  
|-
+
From the dropdown select '''Spoken Tutorial Library.'''
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on the drop-down >> select '''Spoken Tutorial Library'''
+
| style="border:0.75pt solid #000001;padding:0.176cm;" | And from the drop-down, select your library.
+
  
In my case, '''Koha''' by default, has selected '''Spoken Tutorial Library'''.
+
Next, click on the button named as '''Clone.'''
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on '''Clone''' button.
+
|
| style="border:0.75pt solid #000001;padding:0.176cm;" | Next, click on the button named as '''Clone'''
+
|A new page with the heading-
  
|-
+
'''Cloning circulation and Fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library”''' will open.
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
| style="border:0.75pt solid #000001;padding:0.176cm;" | A new page with the heading '''Cloning circulation and fine rules from Spoken Tutorial Library to Spoken Tutorial Library''', will open.
+
  
|-
+
A message box appears saying '''“The rules have been cloned”.'''
| style="border:0.75pt solid #000001;padding:0.176cm;" | Point to the message box.
+
| style="border:0.75pt solid #000001;padding:0.176cm;" | A message box appears saying, '''The rules have been cloned'''.
+
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
| Create a '''Patron '''as- '''Ms. Reena Shah''' for
*Create a '''Patron '''as- '''Ms. Reena Shah'''
+
  
* for '''checkout''' and '''checkin '''of '''Spoken Tutorial Library Items'''
+
* '''checkout''' and '''checkin '''of '''Spoken Tutorial Library Items'''
  
| style="border:0.75pt solid #000001;padding:0.176cm;" | Now, create a '''Patron '''as-'''Ms. Reena Shah''' for-
+
| Now, create a '''Patron '''as- '''Ms. Reena Shah''' for *
+
** '''checkout''' and '''checkin''' of '''Spoken Tutorial Library Items''' such as  
*'''checkout''' and '''checkin''' of '''Spoken Tutorial Library Items''' such as  
+
  
*:'''Books''',  
+
*** '''Books, '''
 +
*** '''CD/DVDs, '''
 +
*** '''Bound Volumes''', etc.
  
*:'''CD/DVDs''',  
+
Recall, all the above has been explained in a n earlier tutorial in this series.
  
*:'''Bound Volumes''', etc.
+
Recall, in an earlier tutorial while creating '''Patron '''we have''' Set permissions''' for the staff.
  
|-
+
However, here '''do not set any permission for the Patron '''i.e student''' Ms. Reena Shah.'''
|
+
|Recall, in an earlier tutorial, while creating '''patron''', we have set permissions for the '''staff'''.
+
  
However, here, do not set any permissions for the '''patron''', that is '''student Ms. Reena Shah'''.
+
Simply enter the required details and click on '''Save '''at the top of the page
 
+
Simply enter the required details and click on '''Save''' at the top of the page.
+
  
 
|-
 
|-
||Logout >> Click on '''Spoken Tutorial Library '''>> drop-down >> click on''' Log out.'''
+
| Now logout from the '''Superlibrarian account.'''
  
|| Now logout from the '''Superlibrarian account.'''
+
* Do so by clicking on '''Spoken Tutorial Library '''at the top right corner.
  
 +
* From the drop down click on''' Log out.'''
 +
| Now logout from the '''Superlibrarian account.'''
  
Do so by clicking on '''Spoken Tutorial Library '''at the top right corner.
+
* Do so by clicking on '''Spoken Tutorial Library '''at the top right corner.
  
 +
* From the drop down click on''' Log out.'''
  
From the drop-down click on''' Log out.'''
+
|-
 +
| Log as a '''Library Staff, Samruddhi'''
 +
| Then, login again as '''Library Staff, Samruddhi. '''
  
 
|-
 
|-
|| Log as a '''Library Staff, Samruddhi'''
+
| On''' Home''' page, click on '''Circulation'''
|| Then, login again as a '''Library Staff, Samruddhi. '''
+
| Next, on the '''Home''' page, click on '''Circulation.'''
 +
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | On''' Home''' page, click on '''Circulation'''
+
|  
| style="border:0.75pt solid #000001;padding:0.176cm;" | Next, on the '''Home''' page, click on '''Circulation.'''
+
| Let us begin with '''Checkout.'''
 +
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
|On''' Circulation''' page
| style="border:0.75pt solid #000001;padding:0.176cm;" | Let us begin with '''Checkout.'''
+
|-
+
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
 
+
On''' Circulation''' page
+
  
 
* Click on '''Check-out'''
 
* Click on '''Check-out'''
* In the field for- '''Enter patron card number or partial name''' enter the name as '''Reena'''
+
* In the field for- '''Enter patron card number or partial name'''  
 +
* Enter the name as '''Reena'''
 
* Click''' Submit '''button  
 
* Click''' Submit '''button  
 +
| On the '''Circulation '''page:* Click on '''Check-out '''i.e.''' '''the '''issuing '''process.
 +
* On the page that opens, locate the field for-
  
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
* '''Enter patron card number or partial name'''
  
On the '''Circulation '''page:
+
* I will enter the name as '''Reena'''
 
+
* Click''' Submit '''button on the right side of the same search field
* Click on '''Check-out '''i.e. the '''issuing '''process.
+
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |Locate '''Enter patron card number or partial name''' >> type '''Reena'''
+
| In the field for: '''Checking out to Reena Shah (3)'''
| style="border:0.75pt solid #000001;padding:0.176cm;" |On the page that opens, locate the field for '''Enter patron card number or partial name'''.
+
  
I will enter the name as '''Reena'''.
+
'''Enter item Barcode:'''
  
|-
+
Enter the value- '''00001.'''
| style="border:0.75pt solid #000001;padding:0.176cm;" |Click '''Submit''' button
+
| style="border:0.75pt solid #000001;padding:0.176cm;" |Click''' Submit '''button on the right side of the same search field.
+
  
|-
+
| A new page opens up.
| style="border:0.75pt solid #000001;padding:0.176cm;" | In the field for: '''Checking out to Reena Shah (5)'''
+
  
'''Enter item Barcode:''' >> Enter the value- '''00001.'''
+
In the field for: '''Checking out to Reena Shah (3)'''
  
 +
'''Enter item Barcode:'''
  
| style="border:0.75pt solid #000001;padding:0.176cm;" | A new page opens up.
+
I will enter the value- '''00001 '''
  
 +
Recall, this '''Barcode as accession number''' was mentioned in one of the earlier tutorials. * Hence, the same value will be entered''' for Check-out'''
  
In the field for: '''Checking out to Reena Shah (5)'''
+
|-
 +
| Click on '''Check-out''' at the bottom of the field.
  
'''Enter item Barcode:''', I will enter the value- '''00001 '''
+
Click on '''Show Check-out.'''
 +
| Now, click on '''Check-out''' at the bottom of the field.
  
 
+
Next to see the '''Check-out '''details, click on '''show check-outs''' at the bottom of the page.
Recall, this '''barcode''' was mentioned in one of the earlier tutorials.
+
 
+
 
+
Hence, the same value will be entered for '''Check-out'''
+
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on '''Check-out'''
+
| Narration only
 +
| On the same page a table appears with all the details of the '''Checked-out item.'''
  
 
Click on '''Show Check-outs.'''
 
| style="border:0.75pt solid #000001;padding:0.176cm;" | Now, click on '''Check-out''' at the bottom of the field.
 
 
 
Next to see the '''Check-out '''details, click on '''Show check-outs''' at the bottom of the page.
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Narration only
+
| Cursor on:# '''Due date'''
| style="border:0.75pt solid #000001;padding:0.176cm;" | On the same page a table appears with all the details of the '''Checked-out item.'''
+
|-
+
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
 
+
Cursor on:
+
# '''Due date'''
+
 
# '''Title'''
 
# '''Title'''
 
# '''Item type'''
 
# '''Item type'''
Line 335: Line 315:
 
# '''Checked out on'''
 
# '''Checked out on'''
 
# '''Checked out from'''
 
# '''Checked out from'''
 +
# '''Call no.'''
 
# '''Charge'''
 
# '''Charge'''
 
# '''Fine'''
 
# '''Fine'''
Line 341: Line 322:
 
# '''Check in'''
 
# '''Check in'''
  
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
| Details such as:# '''Due date'''
 
+
Details such as:
+
# '''Due date'''
+
 
# '''Title'''
 
# '''Title'''
 
# '''Item type'''
 
# '''Item type'''
Line 350: Line 328:
 
# '''Checked out on'''
 
# '''Checked out on'''
 
# '''Checked out from'''
 
# '''Checked out from'''
 +
# '''Call no.'''
 
# '''Charge'''
 
# '''Charge'''
 
# '''Fine'''
 
# '''Fine'''
Line 355: Line 334:
 
# '''Renew '''
 
# '''Renew '''
 
# '''Check in'''
 
# '''Check in'''
 +
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Cursor on '''Renew or check in selected items'''  
+
| Cursor on '''Renew or check in selected items'''  
| style="border:0.75pt solid #000001;padding:0.176cm;" | In case, an item has to be renewed or checked in then,  
+
| In case, an item has to be''' renewed or checked in '''then, * Click on the tab '''Renew or check in selected items''' located at the bottom of the table
 
+
 
+
* Click on the tab '''Renew or check in selected items''' located at the bottom of the table
+
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
| Cursor on '''Renew all'''  
 
+
| If there are more than one item then:* Click on the tab '''Renew all'''  
Cursor on '''Renew all'''  
+
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
 
+
If there are more than one item then:
+
 
+
* Click on the tab '''Renew all'''  
+
 
+
 
* located adjacent to the tab, '''Renew or check in selected items '''at the bottom of the page
 
* located adjacent to the tab, '''Renew or check in selected items '''at the bottom of the page
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
| Narration only
Narration only
+
| I will not click on any of the tabs as I will show- * How to renew items and check in using the tab '''Circulation''' on the '''Koha''' homepage
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
  
I will not click on any of the tabs as I will show-  
+
|-
 
+
| Click on''' Circulation'''
* How to renew items and
+
| On the same page, click on''' Circulation''' at the top left corner.
*check in using the tab '''Circulation''' on the '''Koha''' homepage
+
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on''' Circulation'''
+
| Click on''' Circulation>> Renew'''
 +
| On the new page that opens, under''' Circulation '''click on '''Renew.'''
  
 
| style="border:0.75pt solid #000001;padding:0.176cm;" | On the same page, click on''' Circulation''' at the top left corner.
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on''' Circulation>> Renew'''
+
| Cursor on '''Enter item barcode '''
| style="border:0.75pt solid #000001;padding:0.176cm;" | On the new page that opens, under''' Circulation '''click on '''Renew.'''
+
|-
+
| style="border:0.75pt solid #000001;padding:0.176cm;" | Cursor on '''Enter item barcode '''
+
 
+
  
 
Enter barcode '''00001'''  
 
Enter barcode '''00001'''  
| style="border:0.75pt solid #000001;padding:0.176cm;" | A new page opens.
+
| A new page opens.
  
 +
In the field for, '''Enter item barcode, '''I will enter '''Barcode as accession number''' '''00001.'''
  
In the field for, '''Enter item barcode, '''I will enter barcode '''00001.'''
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on '''Submit'''
+
| Click on '''Submit'''
| style="border:0.75pt solid #000001;padding:0.176cm;" | Then click on '''Submit '''on the right side of the field.
+
| Then click on '''Submit '''at the right side of the field.
 +
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Cursor on dialog box: '''Item Renewed'''
+
| Cursor on dialog box: '''Item Renewed'''
 +
| A new page opens with a dialog box- '''Item Renewed.'''
  
| style="border:0.75pt solid #000001;padding:0.176cm;" | A new page opens with a dialog box- '''Item Renewed.'''
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on''' Circulation'''  
+
| Click on''' Circulation'''  
| style="border:0.75pt solid #000001;padding:0.176cm;" | Next, on the same page, click on''' Circulation''' at the top left corner.
+
| Next, on the same page, click on''' Circulation''' at the top left corner.
 +
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on '''check in'''
+
| Click on '''check in'''
| style="border:0.75pt solid #000001;padding:0.176cm;" | On the new page that opens, under''' Circulation''', click on '''Check in.'''
+
| On the new page that opens, under''' Circulation''', click on '''check in.'''
 +
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Cursor on '''Enter item barcode:'''
+
| Cursor on '''Enter item barcode:'''
 
+
 
+
 
Enter barcode '''00001'''
 
Enter barcode '''00001'''
| style="border:0.75pt solid #000001;padding:0.176cm;" | In the new page that opens, locate the field '''Enter item barcode.'''
+
| In the new page that opens, locate the field '''Enter item barcode .'''
  
 +
I will enter''' Barcode as accession number''' '''00001''' with which the item was '''checked out, '''earlier.
  
I will enter barcode '''00001''' with which the item was '''checked out, '''earlier.
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | And click on '''Submit''' button
+
| And click on '''Submit''' on the right side of the field
| style="border:0.75pt solid #000001;padding:0.176cm;" | And click on '''Submit''' on the right side of the field.
+
| And click on '''Submit''' on the right side of the field.
 +
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
| Cursor on:* '''Due date'''
 
+
Cursor on:
+
 
+
* '''Due date'''
+
 
* '''Title'''
 
* '''Title'''
 
* '''Author'''
 
* '''Author'''
Line 443: Line 404:
 
* '''Note'''
 
* '''Note'''
  
| style="border:0.75pt solid #000001;padding:0.176cm;" | A table appears having details such as-
+
| A table appears having details such as-# '''Due date'''
* '''Due date'''
+
# '''Title'''
* '''Title'''
+
# '''Author '''
* '''Author'''
+
# '''Barcode'''
* '''Barcode'''
+
# '''Home Library'''
* '''Home Library'''
+
# '''Holding library'''
* '''Holding library'''
+
# '''Shelving location'''
* '''Shelving location'''
+
# '''Call number'''
* '''Call number'''
+
# '''Type'''
* '''Type'''
+
# '''Patron '''and
* '''Patron'''
+
# '''Note'''
* '''Note'''
+
 
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |
+
| Cursor on:* '''Title-Industrial Microbiology,'''
 
+
* '''Barcode -00001 and '''
Cursor on:
+
 
+
* '''Title-Industrial Microbiology,'''
+
 
+
* '''Barcode -00001''' and
+
 
+
 
* '''Patron-Shah, Reena (PG) '''
 
* '''Patron-Shah, Reena (PG) '''
  
| style="border:0.75pt solid #000001;padding:0.176cm;" | Note the:
+
| Note the:''' '''* '''Title-Industrial Microbiology, '''
 +
* '''Barcode- 00001 '''and''' '''
 +
* '''Patron-Shah, Reena (PG) '''as per the details filled in earlier.
  
* '''Title-Industrial Microbiology,'''
+
|-
 
+
| Narration Only
* '''Barcode -00001 ''' and
+
| With this we complete''' Circulation.'''
 
+
* '''Patron-Shah, Reena (PG)'''
+
 
+
as per the details filled in earlier.
+
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Narration Only
+
| Narration only
| style="border:0.75pt solid #000001;padding:0.176cm;" | With this we complete '''Circulation.'''
+
| Now log out from the '''Library staff '''account.
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |Click on '''Spoken Tutorial Library''' at the top right >> select '''Logout'''
+
| Go to the top right corner, click on''' Spoken Tutorial Library'''
| style="border:0.75pt solid #000001;padding:0.176cm;" |You may now logout from the '''library staff''' account.
+
  
 +
Select''' Log out'''
 +
| To do so, first go to the top right corner, click on''' Spoken Tutorial Library. '''
  
To do so, go to the top right corner of the page and click on '''Spoken Tutorial Library.'''
+
Then from the drop-down, select''' Log out.'''
 
+
 
+
From the drop-down, select '''Logout'''
+
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.106cm;" | Slide
+
| Slide
  
 
'''Summary'''
 
'''Summary'''
  
In this tutorial, we learnt about:
+
In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category
 +
* Check Out (Issuing)
 +
* Renewing
 +
* Check In (Returning)
  
* '''Circulation and Fine Rules''' for the Patron category
+
| Let us summarize.
 
+
* '''Check Out''' (Issuing)
+
  
 +
In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category
 +
* Check Out (Issuing)
 
* Renewing
 
* Renewing
 +
* Check In (Returning)
  
* '''Check In''' (Returning)
 
  
| style="border:0.75pt solid #000001;padding:0.106cm;" | This brings us to the end of this tutorial.  Let us summarize.
 
 
 
In this tutorial, we learnt about:
 
 
* '''Circulation and Fine Rules''' for the Patron category
 
 
* '''Check Out''' (Issuing)
 
 
* Renewing
 
 
* '''Check In''' (Returning)
 
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" | Assignment:
+
| Assignment:
 
+
 
+
 
Issue another book to the '''Patron Ms. Reena Shah'''
 
Issue another book to the '''Patron Ms. Reena Shah'''
| style="border:0.75pt solid #000001;padding:0.176cm;" | Assignment:
+
| Assignment:
 
+
 
+
 
Issue another book to the '''Patron Ms. Reena Shah'''
 
Issue another book to the '''Patron Ms. Reena Shah'''
|- 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'''
+
 
+
* 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.
 
+
|The video at the following link summarizes the '''Spoken Tutorial project.'''
|| 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:
 
+
|| Slide:
+
  
 
'''Spoken Tutorial''' workshops
 
'''Spoken Tutorial''' workshops
  
The '''Spoken Tutorial Project''' Team
+
The '''Spoken Tutorial Project''' Team* Conducts workshops using spoken tutorials
 
+
* 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 [about:blank http://contact@spoken-tutorial.org]
 
* For more details, please write to [about:blank http://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.
 +
 
|-
 
|-
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;" | Slide:
+
| 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:
 
+
|| Slide:
+
  
 
Acknowledgement
 
Acknowledgement
 
  
 
* '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project
 
* '''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
 +
* [http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro]
  
* 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.'''
 
+
|| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
+
  
  
Line 594: Line 511:
  
 
this link.
 
this link.
 +
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.176cm;" |  
+
|  
| style="border:0.75pt solid #000001;padding:0.176cm;" | <span style="color:#000000;">This is Bella Tony from </span><span style="color:#000000;">'''IIT Bombay '''</span><span style="color:#000000;">signing off.</span>
+
| This is Bella Tony from '''IIT Bombay '''signing off.
 +
 
 +
Thank you for joining.
  
Thank you for joining.|-
 
 
|}
 
|}

Revision as of 08:52, 20 September 2018


Topic: Circulation

Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay

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

Keywords:


Visual Cue
Narration
Slide 1

Title

Welcome to the Spoken Tutorial on Circulation
Slide Number 2

Learning Objectives

In this tutorial we will learn about-* Circulation and Fine Rules for the Patron category
  • Check Out (Issuing)
  • Renewing
  • Check In (Returning)
Slide 3

System requirement

To record this tutorial, I am using* Ubuntu Linux OS 16.04
  • Koha version 16.05
Slide Number 4

Pre-requisite

To follow this tutorial, learners should be familiar with 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.

Narration only First of all we will start by defining Circulation and Fine Rules for- Patron category* Create a Patron Category as -

Post Graduate student under the Spoken Tutorial Library.

Recall, all the above has been explained in an earlier tutorial in this series.

We will be using this information later in this tutorial.

Show Koha interface Your Koha interface will look like this after adding-

The Patron Category as - Post Graduate student under the Spoken Tutorial Library

Login with Superlibrarian Username Bella Login with Superlibrarian Username Bella and her password
Go to Koha Administration Go to Koha Administration
On new page, Patrons and circulation>>Circulation and fines rules. Under the section Patrons and circulation, click on Circulation and fines rules.
Cursor on Defining circulation and fine rules for all libraries Defining circulation and fine rules for all libraries opens.
Locate Select Library >> select Spoken Tutorial Library. Locate Select Library and from the drop-down select Spoken Tutorial Library.
Cursor on Defining circulation and fine rules for "Spoken Tutorial Library", A new page opens with the title- Defining circulation and fine rules for "Spoken Tutorial Library".
* Under the section- Patron category, from the drop-down, click on Post Graduate Student * Under the section- Patron category, from the drop-down, click on Post Graduate Student


* Under the section Item type, from the drop down click on Book * Under the section Item type, from the drop down click on Book
* In the field- Current checkouts allowed enter 5 * In the field- Current checkouts allowed enter 5
* I will leave Current on-site checkouts allowed, as blank * I will leave Current on-site checkouts allowed, as blank
* Enter 15 for Loan period * Enter 15 for Loan period
* leave, For Unit, as it is * I will leave, For Unit, as it is i.e. Days
* Leave Hard due date, as it is * Leave Hard due date, as it is
* Fine amount as 5 Enter Fine amount 5 and
* Enter 1 for Fine charging interval * Enter 1 for Fine charging interval
* I will leave When to charge as it is * I will leave When to charge as it is
* I will leave Fine grace period: blank * I will leave Fine grace period: blank
* I will leave Overdue fines cap (amount): and * I will leave Overdue fines cap (amount): and
* Cap fine at replacement price: blank * Cap fine at replacement price: blank
* I will also leave Suspension in days (day) : blank * I will also leave Suspension in days (day) : blank


* Maximum suspension duration (day): as blank * Maximum suspension duration (day): as blank
* Enter 10 for Renewals allowed (count) * Enter 10 for Renewals allowed (count)
* I will leave Renewal period: * I will leave Renewal period:
* No renewal before: blank * No renewal before: blank
* For Automatic renewal I will leave as it is * For Automatic renewal I will leave as it is
* For Holds allowed (count) enter 5 * For Holds allowed (count) enter 5


* For On shelf holds allowed from the drop down, select If all unavailable * For On shelf holds allowed from the drop down, select If all unavailable
* I will leave Item level holds as it is * I will leave Item level holds as it is
* Leave Rental discount as blank * Leave Rental discount as blank
Cursor on Actions

Click on Save.

Next, go to the section Actions at the extreme right corner of the table and click on Save.
Cursor on Defining circulation and fine rules for "Spoken Tutorial Library"

Cursor on entries

Same page Defining circulation and fine rules for "Spoken Tutorial Library", opens again.

This page contains all the entries that we just filled.

Next to the heading Select the library: , locate Clone these rules to:

From the dropdown select Spoken Tutorial Library.

Next, click on the button named as Clone.

A new page with the heading-

Cloning circulation and Fine rules from “Spoken Tutorial Library” to “Spoken Tutorial Library” will open.

A message box appears saying “The rules have been cloned”.

Create a Patron as- Ms. Reena Shah for
  • checkout and checkin of Spoken Tutorial Library Items
Now, create a Patron as- Ms. Reena Shah for *
    • checkout and checkin of Spoken Tutorial Library Items such as
      • Books,
      • CD/DVDs,
      • Bound Volumes, etc.

Recall, all the above has been explained in a n earlier tutorial in this series.

Recall, in an earlier tutorial while creating Patron we have Set permissions for the staff.

However, here do not set any permission for the Patron i.e student Ms. Reena Shah.

Simply enter the required details and click on Save at the top of the page

Now logout from the Superlibrarian account.
  • Do so by clicking on Spoken Tutorial Library at the top right corner.
  • From the drop down click on Log out.
Now logout from the Superlibrarian account.
  • Do so by clicking on Spoken Tutorial Library at the top right corner.
  • From the drop down click on Log out.
Log as a Library Staff, Samruddhi Then, login again as Library Staff, Samruddhi.
On Home page, click on Circulation Next, on the Home page, click on Circulation.
Let us begin with Checkout.
On Circulation page
  • Click on Check-out
  • In the field for- Enter patron card number or partial name
  • Enter the name as Reena
  • Click Submit button
On the Circulation page:* Click on Check-out i.e. the issuing process.
  • On the page that opens, locate the field for-
  • Enter patron card number or partial name
  • I will enter the name as Reena
  • Click Submit button on the right side of the same search field
In the field for: Checking out to Reena Shah (3)

Enter item Barcode:

Enter the value- 00001.

A new page opens up.

In the field for: Checking out to Reena Shah (3)

Enter item Barcode:

I will enter the value- 00001

Recall, this Barcode as accession number was mentioned in one of the earlier tutorials. * Hence, the same value will be entered for Check-out

Click on Check-out at the bottom of the field.

Click on Show Check-out.

Now, click on Check-out at the bottom of the field.

Next to see the Check-out details, click on show check-outs at the bottom of the page.

Narration only On the same page a table appears with all the details of the Checked-out item.
Cursor on:# Due date
  1. Title
  2. Item type
  3. Location
  4. Checked out on
  5. Checked out from
  6. Call no.
  7. Charge
  8. Fine
  9. Price
  10. Renew
  11. Check in
Details such as:# Due date
  1. Title
  2. Item type
  3. Location
  4. Checked out on
  5. Checked out from
  6. Call no.
  7. Charge
  8. Fine
  9. Price
  10. Renew
  11. Check in
Cursor on Renew or check in selected items In case, an item has to be renewed or checked in then, * Click on the tab Renew or check in selected items located at the bottom of the table
Cursor on Renew all If there are more than one item then:* Click on the tab Renew all
  • located adjacent to the tab, Renew or check in selected items at the bottom of the page
Narration only I will not click on any of the tabs as I will show- * How to renew items and check in using the tab Circulation on the Koha homepage
Click on Circulation On the same page, click on Circulation at the top left corner.
Click on Circulation>> Renew On the new page that opens, under Circulation click on Renew.
Cursor on Enter item barcode

Enter barcode 00001

A new page opens.

In the field for, Enter item barcode, I will enter Barcode as accession number 00001.

Click on Submit Then click on Submit at the right side of the field.
Cursor on dialog box: Item Renewed A new page opens with a dialog box- Item Renewed.
Click on Circulation Next, on the same page, click on Circulation at the top left corner.
Click on check in On the new page that opens, under Circulation, click on check in.
Cursor on Enter item barcode:

Enter barcode 00001

In the new page that opens, locate the field Enter item barcode .

I will enter Barcode as accession number 00001 with which the item was checked out, earlier.

And click on Submit on the right side of the field And click on Submit on the right side of the field.
Cursor on:* Due date
  • Title
  • Author
  • Barcode
  • Home Library
  • Holding library
  • Shelving location
  • Call number
  • Type
  • Patron
  • Note
A table appears having details such as-# Due date
  1. Title
  2. Author
  3. Barcode
  4. Home Library
  5. Holding library
  6. Shelving location
  7. Call number
  8. Type
  9. Patron and
  10. Note
Cursor on:* Title-Industrial Microbiology,
  • Barcode -00001 and
  • Patron-Shah, Reena (PG)
Note the: * Title-Industrial Microbiology,
  • Barcode- 00001 and
  • Patron-Shah, Reena (PG) as per the details filled in earlier.
Narration Only With this we complete Circulation.
Narration only Now log out from the Library staff account.
Go to the top right corner, click on Spoken Tutorial Library

Select Log out

To do so, first go to the top right corner, click on Spoken Tutorial Library.

Then from the drop-down, select Log out.

Slide

Summary

In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category

  • Check Out (Issuing)
  • Renewing
  • Check In (Returning)
Let us summarize.

In this tutorial, we learnt about:* Circulation and Fine Rules for the Patron category

  • Check Out (Issuing)
  • Renewing
  • Check In (Returning)


Assignment:

Issue another book to the Patron Ms. Reena Shah

Assignment:

Issue another book to the Patron Ms. Reena Shah

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

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