Difference between revisions of "Koha-Library-Management-System/C2/Receive-Serials/English-timed"

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|-
 
|-
 
| 02:20
 
| 02:20
−
| Next click on the '''Save '''button at the bottom of the page.
+
| Next, click on the '''Save '''button at the bottom of the page.
  
 
|-
 
|-
 
| 02:25
 
| 02:25
−
|  Another page opens with the heading
+
|  Another page opens with the heading:
 +
'''Serial collection information for Indian Journal of Microbiology. '''
  
−
'''Serial collection information for Indian Journal of Microbiology '''
+
Here, we can see the '''Subscription summary.'''
−
 
+
−
Here we can see the '''Subscription summary.'''
+
  
 
|-
 
|-
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|-
 
|-
 
|  02:41
 
|  02:41
−
|  Now, let’s learn how to '''Claim late Serials.'''
+
|  Now, let’s learn how to Claim late '''Serials.'''
  
 
|-
 
|-
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|For example:
 
|For example:
  
−
Out of '''4 Serials issues''', the library has received-
+
Out of 4 Serials issues, the library has received only issue numbers 1, 2 and 4.
−
Only issue numbers 1, 2 and 4
+
And, issue no. 3 has not been received.
−
And issue no. 3 has not been received
+
  
 
|-
 
|-
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|-
 
|-
 
| 03:39
 
| 03:39
−
|Under '''Notices and Slips''', locate the tab '''Select a library:'''
+
|Under '''Notices and Slips''', locate the tab '''Select a library:'''.
−
From the drop down select your Library Name- '''Spoken Tutorial Library'''
+
From the drop- down, select your Library Name.
  
 
|-
 
|-
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|-
 
|-
 
| 04:05
 
| 04:05
−
| On the same page, for the section''' Library, Koha '''will by default choose the library name.
+
| On the same page, for the section''' Library, Koha '''will, by default, choose the library name.
  
 
|-
 
|-
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|-
 
|-
 
|  04:24
 
|  04:24
−
|  Notice that, as soon as '''Claim serial issue '''is selected from the drop down-
+
|  Notice that as soon as '''Claim serial issue '''is selected from the drop down,
  
 
'''Koha '''auto-selects the field for '''Library '''as '''All libraries'''.
 
'''Koha '''auto-selects the field for '''Library '''as '''All libraries'''.
Line 183: Line 181:
 
|-
 
|-
 
| 04:38
 
| 04:38
−
| So again go to the tab '''Library '''and from the drop down select '''Spoken Tutorial Library'''.
+
| So, again go to the tab '''Library '''and from the drop- down select '''Spoken Tutorial Library'''.
  
 
|-
 
|-
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|-
 
|-
 
| 04:49
 
| 04:49
−
|  In the field for '''Code''': type '''Claim'''
+
|  In the field for '''Code,''' type: '''Claim'''.
  
 
|-
 
|-
 
| 04:53
 
| 04:53
−
|  In the field for '''Name''': type '''Unsupplied Issues.'''
+
|  In the field for '''Name,''' type: '''Unsupplied Issues.'''
  
 
|-
 
|-
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|-
 
|-
 
| 05:04
 
| 05:04
−
| In the field for '''Message subject:, '''type '''Unsupplied Issues.'''
+
| In the field for '''Message subject:, '''type: '''Unsupplied Issues.'''
  
 
|-
 
|-
 
| 05:11
 
| 05:11
−
| Under the section '''Message body: '''type the '''email '''to the '''vendor.'''
+
| Under the section '''Message body: '''type the email to the vendor.
  
 
|-
 
|-
 
| 05:17
 
| 05:17
−
| In my case''', '''the vendor is '''Mumbai Journal Supplier.'''
+
| In my case, the vendor is '''Mumbai Journal Supplier.'''
  
 
|-
 
|-
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|-
 
|-
 
| 05:52
 
| 05:52
−
|  Under '''Notices and Slips '''locate the tab '''Select a library. '''
+
|  Under '''Notices and Slips, '''locate the tab '''Select a library. '''
  
 
|-
 
|-
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|On the same page, is a table with filled-in details under the following tabs:
 
|On the same page, is a table with filled-in details under the following tabs:
  
−
'''Library'''
+
'''Library''',
  
−
'''Module'''
+
'''Module''',
  
−
'''Code'''
+
'''Code''',
  
−
'''Name'''
+
'''Name''',
  
 
'''Copy notice '''and
 
'''Copy notice '''and
  
−
'''Actions'''
+
'''Actions'''.
  
 
|-
 
|-
 
|  06:28
 
|  06:28
−
|Next, go back to '''Koha''' homepage. To do so go to extreme left corner and click on '''Home '''
+
|Next, go back to '''Koha''' homepage. To do so, go to extreme left corner and click on '''Home. '''
  
 
|-
 
|-
 
| 06:39
 
| 06:39
−
| On the '''Koha '''homepage click on '''Serials.'''
+
| On the '''Koha homepage''', click on '''Serials.'''
  
 
|-
 
|-
 
| 06:45
 
| 06:45
−
|  On the new page that opens, go to the left side and click on '''Claims'''
+
|  On the new page that opens, go to the left side and click on '''Claims'''.
  
 
|-
 
|-
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|-
 
|-
 
| 06:59
 
| 06:59
−
| As I have only one vendor for Journals, I will go ahead with the vendor- '''Mumbai Journal Supplier.'''
+
| As I have only one vendor for '''Journals''', I will go ahead with the vendor- '''Mumbai Journal Supplier.'''
  
 
|-
 
|-
 
|07:07
 
|07:07
−
|Next, click on''' Ok '''at the right side of the field.
+
|Next, click on''' OK '''at the right side of the field.
  
 
|-
 
|-
 
| 07:13
 
| 07:13
−
| A new page with title '''Missing issues''' opens.
+
| A new page with the title '''Missing issues''' opens.
  
 
|-
 
|-
 
| 07:18
 
| 07:18
−
| On the new page, click on the check box on the left side for '''Mumbai Journal Supplier.'''
+
| On the new page, click on the check- box on the left side for '''Mumbai Journal Supplier.'''
  
 
|-
 
|-
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| Now, under the section for '''Filter results,'''
 
| Now, under the section for '''Filter results,'''
  
−
Go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.'''
+
go to '''Library:''' and from the drop-down, select '''Spoken Tutorial Library.'''
  
 
You may select your library here.
 
You may select your library here.
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|-
 
|-
 
| 08:27
 
| 08:27
−
|  Next, mention the '''Expiring before: '''
+
|  Next, mention the '''Expiring before. '''
  
 
|-
 
|-
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|-
 
|-
 
| 08:39
 
| 08:39
−
| For '''Expiring before: '''I will enter '''01/01/2019'''
+
| For '''Expiring before:, '''I will enter '''01/01/2019'''.
  
 
|-
 
|-
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| We can also see the following details-
 
| We can also see the following details-
  
−
'''ISSN '''
+
'''ISSN, '''
  
−
'''Title '''
+
'''Title, '''
  
−
'''Library '''
+
'''Library, '''
  
−
'''OPAC note '''
+
'''OPAC note, '''
  
−
'''Nonpublic note '''
+
'''Nonpublic note, '''
  
 
'''Expiration date '''and
 
'''Expiration date '''and
  
−
'''Actions'''
+
'''Actions'''.
  
 
|-
 
|-
 
| 09:24
 
| 09:24
−
|  Now under the tab '''Actions, '''click on the button''' Renew.'''
+
|  Now, under the tab '''Actions, '''click on the button''' Renew.'''
  
 
|-
 
|-
 
| 09:30
 
| 09:30
−
|  A new window with the heading, '''Subscription renewal for Indian Journal of Microbiology, '''opens up.
+
|  A new window with the heading '''Subscription renewal for Indian Journal of Microbiology '''opens up.
  
 
|-
 
|-
 
|  09:38
 
|  09:38
−
| On this page enter the following:
+
| On this page, enter the following:
  
 
For '''Start Date '''please enter the date as per your requirement.
 
For '''Start Date '''please enter the date as per your requirement.
  
−
I will enter '''01/01/2018'''
+
I will enter '''01/01/2018'''.
  
 
|-
 
|-
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| It is suggested to fill in one of the three fields, namely-
 
| It is suggested to fill in one of the three fields, namely-
  
−
'''Number of num '''which means issues
+
'''Number of num '''which means issues,
 
'''Number of weeks '''and
 
'''Number of weeks '''and
−
'''Number of months '''
+
'''Number of months. '''
  
 
|-
 
|-
 
| 10:10
 
| 10:10
−
| As my '''Journal '''is a '''quarterly publication, Koha '''by default has selected '''4 '''as '''Number of num.'''
+
| As my '''Journal '''is a quarterly publication, Koha by default, has selected '''4 '''as '''Number of num.'''
  
 
|-
 
|-
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|-
 
|-
 
| 11:04
 
| 11:04
−
| Among the two options under this message
+
| Among the two options under this message-
  
−
'''Cancel '''
+
'''Cancel '''and
−
'''Resend'''
+
'''Resend''',
 
   
 
   
−
Click on '''Resend'''
+
click on '''Resend'''
  
 
|-
 
|-
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|-
 
|-
 
| 11:16
 
| 11:16
−
| Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''
+
| Here, under the section for '''Filter results, '''select the- '''Expiring before '''as''' 01/12/2019'''.
 
Remember to only mention the '''Expiring date.'''
 
Remember to only mention the '''Expiring date.'''
  
Line 461: Line 459:
 
| We can also see the following details-
 
| We can also see the following details-
  
−
'''ISSN '''
+
'''ISSN, '''
−
'''Title '''
+
'''Title, '''
−
'''Library '''
+
'''Library, '''
−
'''OPAC note '''
+
'''OPAC note, '''
−
'''Nonpublic note '''
+
'''Nonpublic note, '''
 
'''Expiration date '''and
 
'''Expiration date '''and
−
'''Actions'''
+
'''Actions'''.
  
 
|-
 
|-
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|-
 
|-
 
| 12:31
 
| 12:31
−
| Go to the top right corner of the '''Koha interface.''' Click on the '''Spoken Tutorial Library '''and from the drop down select '''Log out.'''
+
| Go to the top right corner of the '''Koha interface.''' Click on the '''Spoken Tutorial Library '''and from the drop-down, select '''Log out.'''
  
 
|-
 
|-
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|  Let us summarize:
 
|  Let us summarize:
  
−
In this tutorial we learnt:
+
In this tutorial, we learnt:
−
How to receive '''Serials'''
+
how to receive '''Serials''',
−
Claim late '''Serials'''
+
claim late '''Serials''',
−
Check '''Serials expiration'''
+
check '''Serials expiration''',
−
Renew '''Serials'''
+
renew '''Serials''' and
−
Search '''Serials'''
+
search '''Serials'''.
  
 
|-
 
|-
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|-
 
|-
 
| 13:36
 
| 13:36
−
|  '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.''' More information on this mission is available at this link.
+
|  '''Spoken Tutorial''' project is funded by '''NMEICT, MHRD''', Government of India. More information on this mission is available at this link.
  
 
|-
 
|-
 
| 13:47
 
| 13:47
−
|  This is Bella Tony from '''IIT Bombay '''signing off.Thank you for joining.
+
|  This is Bella Tony from '''IIT Bombay, '''signing off. Thank you for joining.
  
 
|}
 
|}

Revision as of 16:49, 18 October 2018

Time Narration
00:01 Welcome to the Spoken Tutorial on How to Receive Serials.
00:06 In this tutorial, we will learn:

How to receive Serials, Claim late Serials, Check Serials expiration, Renew Serials, Search Serials.

00:23 To record this tutorial, I am using:

Ubuntu Linux OS 16.04 and Koha version 16.05

00:36 To follow this tutorial, you should have knowledge of Library Science.
00:41 To practice this tutorial, you should have Koha installed on your system.
00:47 And, you should also have Admin access in Koha.
00:51 Please refer to the Koha spoken tutorial series on this website for more details.
00:58 To receive Serials, let’s login to Koha as Superlibrarian Bella and her password.
01:06 On the homepage, click on Serials.
01:11 At the top of the new page, locate the field for Title.
01:17 Enter the first or any word from the title of the journal. For example, I will type Indian.
01:25 Click on Submit button at the right side of the field.
01:30 A new page Serials subscriptions opens.
01:34 This page shows the details for:

ISSN, Title, Notes, Library, Location, Call number, Expiration date, Actions.

01:55 Click on the tab Actions at the extreme right side of the table.
02:00 From the drop-down, select Serial receive.
02:05 Another page Serial edition Indian Journal of Microbiology opens with the table.
02:12 In this table, under the section Status, click on the drop-down and select Arrived.
02:20 Next, click on the Save button at the bottom of the page.
02:25 Another page opens with the heading:

Serial collection information for Indian Journal of Microbiology.

Here, we can see the Subscription summary.

02:37 In this way, we can receive Serials.
02:41 Now, let’s learn how to Claim late Serials.
02:46 Koha can send email messages to the Serials vendors if there are late issues.
02:53 For example:

Out of 4 Serials issues, the library has received only issue numbers 1, 2 and 4. And, issue no. 3 has not been received.

03:08 In such a case, a claim can be sent for issue no.3 that is still to be received.
03:15 To the left of the main Serials page, there is an option named 'Claims’.
03:21 Click on Claims.
03:24 A new page opens with a dialog box:

No claims notice defined. Please define one.

Click on Please define one.

03:35 A new page Notices and Slips opens.
03:39 Under Notices and Slips, locate the tab Select a library:.

From the drop- down, select your Library Name.

03:48 I will select Spoken Tutorial Library.
03:53 Under the tab Select a library:, click on the tab New notice.
04:00 A new page opens with the heading Add notice.
04:05 On the same page, for the section Library, Koha will, by default, choose the library name.
04:12 In my case, it will choose Spoken Tutorial Library.
04:17 For Koha module: from the drop-down, select Claim Serial issue.
04:24 Notice that as soon as Claim serial issue is selected from the drop down,

Koha auto-selects the field for Library as All libraries.

04:38 So, again go to the tab Library and from the drop- down select Spoken Tutorial Library.
04:47 Let’s move ahead.
04:49 In the field for Code, type: Claim.
04:53 In the field for Name, type: Unsupplied Issues.
04:59 Next, click on the section Email.
05:04 In the field for Message subject:, type: Unsupplied Issues.
05:11 Under the section Message body: type the email to the vendor.
05:17 In my case, the vendor is Mumbai Journal Supplier.
05:22 I have written a short email to my vendor. You may pause the video and write an email to your library’s vendor.
05:31 Next, if required you may fill in the details for Phone, Print and SMS. I will leave them blank.
05:43 Next, click on Submit button at the bottom of the page.
05:48 A new page Notices and Slips opens.
05:52 Under Notices and Slips, locate the tab Select a library.
05:58 Koha has auto-selected the Spoken Tutorial Library.
06:03 You may select your library from the drop-down as required.
06:08 On the same page, is a table with filled-in details under the following tabs:

Library,

Module,

Code,

Name,

Copy notice and

Actions.

06:28 Next, go back to Koha homepage. To do so, go to extreme left corner and click on Home.
06:39 On the Koha homepage, click on Serials.
06:45 On the new page that opens, go to the left side and click on Claims.
06:52 On the new page, in the field for Vendor, select the required vendor from the drop-down.
06:59 As I have only one vendor for Journals, I will go ahead with the vendor- Mumbai Journal Supplier.
07:07 Next, click on OK at the right side of the field.
07:13 A new page with the title Missing issues opens.
07:18 On the new page, click on the check- box on the left side for Mumbai Journal Supplier.
07:26 You may click the check-box as per your vendor.
07:30 Next, click on Send notification button at the bottom of the page.
07:37 The same page re-opens and with this an email is sent to the vendor.
07:43 Note that the email is sent from Koha server to the respective vendor.
07:49 We will now learn about Check expiration.
07:53 Check expiration is used for checking when the subscriptions are about to expire.
08:00 On the same page, go to the left side and click on Check expiration.
08:07 Check expiration page opens.
08:11 Now, under the section for Filter results,

go to Library: and from the drop-down, select Spoken Tutorial Library.

You may select your library here.

08:27 Next, mention the Expiring before.
08:31 This will fetch a complete list of all the Journals that would expire before that particular date.
08:39 For Expiring before:, I will enter 01/01/2019.
08:48 Now click on the Search button at the bottom of the page.
08:53 On the same page, a list of journals that are due to expire by 01/01/2019, appear in a tabular form.
09:05 We can also see the following details-

ISSN,

Title,

Library,

OPAC note,

Nonpublic note,

Expiration date and

Actions.

09:24 Now, under the tab Actions, click on the button Renew.
09:30 A new window with the heading Subscription renewal for Indian Journal of Microbiology opens up.
09:38 On this page, enter the following:

For Start Date please enter the date as per your requirement.

I will enter 01/01/2018.

09:52 Next is Subscription length.
09:55 It is suggested to fill in one of the three fields, namely-

Number of num which means issues, Number of weeks and Number of months.

10:10 As my Journal is a quarterly publication, Koha by default, has selected 4 as Number of num.
10:19 You may enter as per your requirement.
10:23 Leave the field Note for the librarian that will manage your renewal request as blank.
10:31 Next, click on the Submit button at the bottom of the page.
10:36 A window with the message Subscription renewed, appears.
10:41 To close this window, go to top left corner and click on the cross mark.
10:48 Again, another pop-up message appears:
10:52 To display this page, Firefox must send information that will repeat any action (such as a search or order confirmation) that was performed earlier.
11:04 Among the two options under this message-

Cancel and Resend,

click on Resend

11:12 We are brought to the page Check expiration.
11:16 Here, under the section for Filter results, select the- Expiring before as 01/12/2019.

Remember to only mention the Expiring date.

11:33 This will fetch a complete list of all the Journals that would expire before that particular date.
11:40 Now, click Search button at the bottom of the section Filter results.
11:46 On the same page, a list of journals that would be expiring before 01/12/2019, appears in a tabular form.
11:57 We can also see the following details-

ISSN, Title, Library, OPAC note, Nonpublic note, Expiration date and Actions.

12:16 This is how we can-

create the schedule for Serials and receive them as per arrival of the Volume and issues.

12:26 You may now log out from the Koha Superlibrarian account.
12:31 Go to the top right corner of the Koha interface. Click on the Spoken Tutorial Library and from the drop-down, select Log out.
12:43 This brings us to the end of this tutorial.
12:47 Let us summarize:

In this tutorial, we learnt: how to receive Serials, claim late Serials, check Serials expiration, renew Serials and search Serials.

13:05 In an earlier tutorial, a new subscription for the Journal of Molecular Biology was added.
13:02 As an assignment, renew the same subscription.
13:16 The video at the following link summarizes the Spoken Tutorial project.
13:20 Please download and watch it.
13:23 The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
13:32 Please post your timed queries in this forum.
13:36 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
13:47 This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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