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

Revision as of 18:05, 16 July 2017

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 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.
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.
Login with Superlibrarian Username Bella	Login with Superlibrarian Username Bella
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
Under Item type >> click on Books	Under the section Item type, from the drop down click on Books
Current checkouts allowed >> enter 5	In the field- Current checkouts allowed enter 5
Leave Current on-site checkouts allowed, as blank	I will leave Current on-site checkouts allowed, as blank
Loan period>> enter 15	Enter 15 for Loan period
For Unit, >> select Days	For Unit, select Days
Leave Hard due date, as it is	Leave Hard due date, as it is
Skip Fine amount	Leave Fine amount and
Fine charging interval>> enter 1	Enter 1 for Fine charging interval
Skip When to charge	I will leave When to charge as it is
Keep Fine grace period: blank	I will leave Fine grace period: blank
Keep Overdue fines cap (amount):	I will leave Overdue fines cap (amount): and
KeepCap fine at replacement price: blank	Cap fine at replacement price: blank
Keep 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
Renewals allowed (count) >> Enter 10	Enter 10 for Renewals allowed (count)
Skip Renewal period:	I will leave Renewal period:
Keep No renewal before: blank	No renewal before: blank
Skip Automatic renewal	For Automatic renewal I will leave as it is
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
Skip Item level holds	I will leave Item level holds as it is
Keep 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.
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 an earlier tutorial in the same series.
Logout >> Click on Spoken Tutorial Library >> 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 a 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 (5) Enter item Barcode: >> Enter the value- 00001.	A new page opens up. In the field for: Checking out to Reena Shah (5) Enter item Barcode: I will enter the value- 00001 Recall, this barcode was mentioned in one of the earlier tutorials. Hence, the same value will be entered for Check-out
Click on Check-out Click on Show Check-outs.	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 Title Item type Location Checked out on Checked out from Charge Fine Price Renew Check in	Details such as: Due date Title Item type Location Checked out on Checked out from Charge Fine Price Renew 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 00001.
Click on Submit	Then click on Submit on 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 00001 with which the item was checked out, earlier.
And click on Submit button	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 Title Author Barcode Home Library Holding library Shelving location Call number Type Patron 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.
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 Gives certificates for those who pass an online test For more details, please write to [about:blank http://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	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

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

Revision as of 18:05, 16 July 2017

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@@ Line 34: / Line 34: @@
 '''Pre-requisite'''
-|| To follow this''' tutorial,''' learners should be familiar with '''Library Science.'''
+|| To follow this tutorial, learners should have knowledge of '''Library Science.'''
 |-
 || Slide 4b
@@ Line 51: / Line 51: @@
 |-
 || 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 - Post Graduate student ''' under the '''Spoken Tutorial Library. '''
+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.
@@ Line 80: / Line 80: @@
 || 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 '''Patron category, ''' >> click on '''Post Graduate Student'''
-|| * 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 '''Books'''
+||Under '''Item type''' >> click on '''Books'''
-|| * Under the section '''Item type''', from the drop down click on '''Books'''
+||Under the section '''Item type''', from the drop down click on '''Books'''
 |-
-|| * In the field- '''Current checkouts allowed '''enter '''5'''
+||'''Current checkouts allowed '''>> enter '''5'''
-|| * 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
+||Leave '''Current on-site checkouts allowed,''' as blank
-|| * 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'''
+||'''Loan period'''>> enter 15
-|| * Enter '''15 '''for''' Loan period'''
+||Enter '''15 '''for''' Loan period'''
 |-
-|| * '''For Unit, '''select '''Days'''
+||'''For Unit, '''>> select '''Days'''
-|| * '''For Unit, '''select '''Days'''
+||'''For Unit, '''select '''Days'''
 |-
-|| * Leave''' Hard due date,''' as it is
+||Leave''' Hard due date,''' as it is
-|| * Leave''' Hard due date,''' as it is
+||Leave''' Hard due date,''' as it is
 |-
-|| * Leave '''Fine amount '''and''' '''
+||Skip '''Fine amount '''
-|| * Leave '''Fine amount '''and''' '''
+||Leave '''Fine amount '''and
 |-
-|| * Enter''' 1''' for''' Fine charging interval'''
+||'''Fine charging interval'''>> enter 1
-|| * Enter''' 1''' for''' Fine charging interval'''
+||Enter''' 1''' for''' Fine charging interval'''
 |-
-|| * I will leave '''When to charge '''as it is
+||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 '''Fine grace period: '''blank
+||Keep '''Fine grace period: '''blank
-|| * I will leave '''Fine grace period: '''blank
+||I will leave '''Fine grace period: '''blank
 |-
-|| * I will leave '''Overdue fines cap (amount): '''and
+||Keep '''Overdue fines cap (amount): '''
-|| * I will leave '''Overdue fines cap (amount): '''and
+||I will leave '''Overdue fines cap (amount): '''and
 |-
-|| * '''Cap fine at replacement price: '''blank
+||Keep'''Cap fine at replacement price: '''blank
-|| * '''Cap fine at replacement price: '''blank
+||'''Cap fine at replacement price: '''blank
 |-
-|| * I will also leave '''Suspension in days (day) : '''blank
+||Keep '''Suspension in days (day) : '''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
-|| * '''Maximum suspension duration (day): '''as blank
+||'''Maximum suspension duration (day): '''as blank
 |-
-|| * Enter '''10 '''for '''Renewals allowed (count) '''
+||'''Renewals allowed (count) '''>> Enter '''10 '''
-|| * Enter '''10 '''for '''Renewals allowed (count) '''
+||Enter '''10 '''for '''Renewals allowed (count) '''
 |-
-|| * I will leave '''Renewal period:'''
+||Skip '''Renewal period:'''
-|| * I will leave '''Renewal period:'''
+||I will leave '''Renewal period:'''
 |-
-|| * '''No renewal before:''' blank
+||Keep '''No renewal before:''' blank
-|| * '''No renewal before:''' blank
+||'''No renewal before:''' blank
 |-
-|| * For''' Automatic renewal '''I will leave as it is
+||Skip ''' Automatic renewal '''
-|| * For''' Automatic renewal '''I will leave as it is
+||For''' Automatic renewal '''I will leave as it is
 |-
-|| * For '''Holds allowed (count) '''enter '''5'''
+||'''Holds allowed (count) ''' >> enter '''5'''
-|| * 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'''
+||'''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'''
 |-
-|| * I will leave''' Item level holds '''as it is
+||Skip ''' Item level holds '''
-|| * I will leave''' Item level holds '''as it is
+||I will leave''' Item level holds '''as it is
 |-
-|| * Leave '''Rental discount '''as blank
+||Keep '''Rental discount '''as blank
-|| * Leave '''Rental discount '''as blank
+||Leave '''Rental discount '''as blank
 |-
-|| Cursor on''' Actions'''
+||Cursor on''' Actions'''
 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"'''
@@ Line 210: / Line 210: @@
 |-
-| style="border:0.75pt solid #000001;padding:0.176cm;" | Create a '''Patron '''as- '''Ms. Reena Shah''' for
+| style="border:0.75pt solid #000001;padding:0.176cm;" |
+*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;" |
@@ Line 230: / Line 230: @@
-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 the same series.
 |-
-|| Now logout from the '''Superlibrarian account.'''
+||Logout >> Click on '''Spoken Tutorial Library '''>> drop-down >> click on''' Log out.'''
-* 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. '''
+|| Then, login again as a '''Library Staff, Samruddhi. '''
 |-
 | style="border:0.75pt solid #000001;padding:0.176cm;" | On''' Home''' page, click on '''Circulation'''
@@ Line 262: / Line 256: @@
 On''' Circulation''' page
+* Click on '''Check-out'''
-* Click on '''Check-out'''* In the field for- '''Enter patron card number or partial name'''
+* In the field for- '''Enter patron card number or partial name''' enter the name as '''Reena'''
-* Enter the name as '''Reena'''* Click''' Submit '''button
+* Click''' Submit '''button
 | style="border:0.75pt solid #000001;padding:0.176cm;" |
@@ Line 270: / Line 264: @@
 On the '''Circulation '''page:
-* Click on '''Check-out '''i.e.''' '''the '''issuing '''process.
+* Click on '''Check-out '''i.e. the '''issuing '''process.
@@ Line 279: / Line 273: @@
-* Click''' Submit '''button on the right side of the same search field
+* Click''' Submit '''button on the right side of the same search field.
 |-
 | style="border:0.75pt solid #000001;padding:0.176cm;" | In the field for: '''Checking out to Reena Shah (5)'''
-'''Enter item Barcode:'''
+'''Enter item Barcode:''' >> Enter the value- '''00001.'''
-Enter the value- '''00001.'''
@@ Line 303: / Line 294: @@
 Recall, this barcode was mentioned in one of the earlier tutorials.
-* Hence, the same value will be entered''' for Check-out'''
+* Hence, the same value will be entered for '''Check-out'''
 |-
-| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on '''Check-out''' at the bottom of the field.
+| style="border:0.75pt solid #000001;padding:0.176cm;" | Click on '''Check-out'''
-Click on '''Show Check-out.'''
+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.
+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
@@ Line 349: / Line 340: @@
 |-
 | style="border:0.75pt solid #000001;padding:0.176cm;" | 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,
+| style="border:0.75pt solid #000001;padding:0.176cm;" | In case, an item has to be renewed or checked in then,
@@ Line 373: / Line 364: @@
 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
+* How to renew items and
+*check in
+using the tab '''Circulation''' on the '''Koha''' homepage
 |-
@@ Line 388: / Line 382: @@
 Enter barcode '''00001'''
 | style="border:0.75pt solid #000001;padding:0.176cm;" | A new page opens.
@@ Line 400: / Line 391: @@
 |-
 | style="border:0.75pt solid #000001;padding:0.176cm;" | Cursor on 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'''
 | style="border:0.75pt solid #000001;padding:0.176cm;" | 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'''
-| style="border:0.75pt solid #000001;padding:0.176cm;" | On the new page that opens, under''' Circulation''', 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.'''
 |-
 | style="border:0.75pt solid #000001;padding:0.176cm;" | Cursor on '''Enter item barcode:'''
@@ Line 418: / Line 404: @@
 Enter barcode '''00001'''
 | style="border:0.75pt solid #000001;padding:0.176cm;" | In the new page that opens, locate the field '''Enter item barcode.'''
@@ Line 426: / Line 409: @@
 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''' on the right side of the field
+| style="border:0.75pt solid #000001;padding:0.176cm;" | And click on '''Submit''' button
 | style="border:0.75pt solid #000001;padding:0.176cm;" | And click on '''Submit''' on the right side of the field.
 |-
@@ Line 445: / Line 428: @@
 * '''Note'''
-| style="border:0.75pt solid #000001;padding:0.176cm;" | A table appears having details such as-* '''Due date'''
+| style="border:0.75pt solid #000001;padding:0.176cm;" | A table appears having details such as-
+* '''Due date'''
 * '''Title'''
 * '''Author'''
@@ Line 473: / Line 457: @@
 * '''Barcode -00001 ''' and
-* '''Patron-Shah, Reena (PG)''' as per the details filled in earlier.
+* '''Patron-Shah, Reena (PG)'''
+as per the details filled in earlier.
 |-
 | style="border:0.75pt solid #000001;padding:0.176cm;" | Narration Only
-| style="border:0.75pt solid #000001;padding:0.176cm;" | With this we complete''' Circulation.'''
+| style="border:0.75pt solid #000001;padding:0.176cm;" | With this we complete '''Circulation.'''
 |-
 | style="border:0.75pt solid #000001;padding:0.106cm;" | Slide
@@ Line 485: / Line 471: @@
 In this tutorial, we learnt about:
-* Circulation and Fine Rules for the Patron category
+* '''Circulation and Fine Rules''' for the Patron category
-* Check Out (Issuing)
+* '''Check Out''' (Issuing)
 * Renewing
-* Check In (Returning)
+* '''Check In''' (Returning)
 | style="border:0.75pt solid #000001;padding:0.106cm;" | Let us summarize.
@@ Line 498: / Line 484: @@
 In this tutorial, we learnt about:
-* Circulation and Fine Rules for the Patron category
+* '''Circulation and Fine Rules''' for the Patron category
-* Check Out (Issuing)
+* '''Check Out''' (Issuing)
 * Renewing
-* Check In (Returning)
+* '''Check In''' (Returning)
 |-