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

From Script | Spoken-Tutorial
Jump to: navigation, search
(Created page with " {| Border=1 | <center>'''Visual Cue'''</center> | <center>'''Narration'''</center> |- | Slide 1 | Welcome to the''' Spoken Tutorial '''on''' Set Currency. ''' |- | Slide 2...")
 
Line 30: Line 30:
  
 
'''Koha version 16.05'''
 
'''Koha version 16.05'''
−
 
  
 
|-
 
|-
Line 108: Line 107:
 
| Cursor on '''ISO code''':
 
| Cursor on '''ISO code''':
 
| Next, enter the''' ISO code''': as '''INR.'''
 
| Next, enter the''' ISO code''': as '''INR.'''
−
 
  
 
|-
 
|-
 
| Cursor on the checkbox for '''Last updated Active:'''
 
| Cursor on the checkbox for '''Last updated Active:'''
−
| To '''activate the currency''', click the checkbox
+
| To '''activate the currency''', click the checkbox.
  
−
 
−
'''Last updated '''shows the date of currency setup.
 
 
|-
 
|-
 
| Click '''Submit'''
 
| Click '''Submit'''
 
| Click on '''Submit '''button at the bottom of the page
 
| Click on '''Submit '''button at the bottom of the page
−
 
  
 
|-
 
|-
Line 141: Line 136:
  
 
| Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the staging tools.
 
| Remember that the entered '''ISO code''' will be used when importing '''MARC files''' via the staging tools.
 +
  
 
The tool will attempt to find and use the price of the currently active currency.
 
The tool will attempt to find and use the price of the currently active currency.
Line 162: Line 158:
 
|  
 
|  
 
| Next, click on '''Submit '''at the bottom of the page.
 
| Next, click on '''Submit '''at the bottom of the page.
−
 
  
 
|-
 
|-
Line 179: Line 174:
 
Cursor on check (tick mark)
 
Cursor on check (tick mark)
  
−
| An '''active currency '''is the main currency to use in the library.
+
| An '''active currency '''is the main currency to be used in the library.
  
  
−
Since my '''library''' is in '''India''', '''Rupee''' will be used as '''active currency'''
+
Since my '''library''' is in '''India, Rupee''' will be used as '''active currency'''
  
 
|-
 
|-
Line 199: Line 194:
 
| Narration only
 
| Narration only
 
| This brings us to the end of this tutorial.
 
| This brings us to the end of this tutorial.
−
 
  
 
|-
 
|-
Line 207: Line 201:
  
 
In this tutorial we learnt-
 
In this tutorial we learnt-
−
 
 
* How to set '''Currency'''
 
* How to set '''Currency'''
−
 
  
 
| Let us summarize.
 
| Let us summarize.
Line 215: Line 207:
 
In this tutorial we learnt-
 
In this tutorial we learnt-
 
* How to set '''Currency'''
 
* How to set '''Currency'''
−
 
  
 
|-  
 
|-  
Line 222: Line 213:
 
Assignment for '''Set currency:'''
 
Assignment for '''Set currency:'''
 
* Set new currency as '''Yen'''
 
* Set new currency as '''Yen'''
−
 
 
| Assignment for '''Set currency:'''
 
| Assignment for '''Set currency:'''
 
* Set a new currency as '''Yen '''
 
* Set a new currency as '''Yen '''
−
 
  
 
|-  
 
|-  
Line 237: Line 226:
 
* 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 summarises the '''Spoken Tutorial''' project.
 
| The video at the following link summarises the '''Spoken Tutorial''' project.
  
Line 253: Line 240:
 
* Gives certificates for those who pass an online test
 
* Gives certificates for those who pass an online test
 
* For more details, please write to http://contact@spoken-tutorial.org
 
* For more details, please write to http://contact@spoken-tutorial.org
−
 
−
 
 
|  
 
|  
−
 
 
The '''Spoken Tutorial''' Project team:
 
The '''Spoken Tutorial''' Project team:
−
 
 
* conducts workshops and
 
* conducts workshops and
 
* gives certificates.
 
* gives certificates.
Line 276: Line 259:
 
* Someone from our team will answer them
 
* Someone from our team will answer them
  
 +
|Post your timed queries in this Forum.
  
−
|  | Post your timed queries in this Forum.
 
 
|-  
 
|-  
 
| Slide 17
 
| Slide 17
Line 288: Line 271:
 
* http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro
 
* 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.'''
+
  
  

Revision as of 16:06, 23 June 2017


Visual Cue
Narration
Slide 1 Welcome to the Spoken Tutorial on Set Currency.
Slide 2

Learning Objectives

In this tutorial, we will learn-

How to set Currency in Koha

In this tutorial, we will learn-

How to set Currency in Koha

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.

And you should have Admin access in Koha.

Please refer to the Koha Spoken Tutorial series on this website for more details.

Show Koha interface

Login as Username Bella and password as library

To start with:

Login with Superlibrarian username Bella and her password.

Click on Koha Administration Then click on Koha Administration.
Show the new page A new page opens up
Cursor on Acquisition parameters>> Currencies Under the section Acquisition parameters, click on Currencies and exchange rates.
Cursor on the table under the section-

Currencies and exchange rates

Note that- this data is not updated automatically.

Therefore, it is important to update the data.

This will also help to keep the correct accounting details.

Click on + New currency Now click on + New currency.
Cursor on new page- New currency

Cursor on-

  1. Currency:
  2. Rate:
  3. Symbol:
In the new page that opens, fill in the mandatory details like-
  1. Currency:
  2. Rate: and
  3. Symbol:
Enter
  • Rupee for Currency
  • 1 for Rate
  • ₹ as Symbol
Since my library is in India, I will enter
  • Rupee for Currency
  • 1 for Rate
  • ₹ as Symbol:
Cursor on ISO code: Next, enter the ISO code: as INR.
Cursor on the checkbox for Last updated Active: To activate the currency, click the checkbox.
Click Submit Click on Submit button at the bottom of the page
Cursor on Currency-

Cursor on Rupee

Cursor on Edit

In the new page that opens, under the tab Currency, the details for Rupee appears.

If the need be, the same can be edited as well.

On the same page click on the tab- Column visibility.

From the options, click on the tab ISO code* The ISO column for Rupee appears in the table.

Cursor on the ISO code Remember that the entered ISO code will be used when importing MARC files via the staging tools.


The tool will attempt to find and use the price of the currently active currency.

Click on edit for the Currency USD To edit the Currency, click on Edit option for that particular Currency.

I will click on Edit for the currency USD.

Cursor on Modify currency Modify currency page opens up.

You may change the value of Rate and Symbol.

I will leave it as they are.

Next, click on Submit at the bottom of the page.
Cursor on Currencies and exchange rates

Cursor on check (tick mark)

The same page Currencies and exchange rates re-opens.

Note that:

Under the tab Active, a checkmark appears for USD in the table

Cursor on check (tick mark)

An active currency is the main currency to be used in the library.


Since my library is in India, Rupee will be used as active currency

Narration only Now log out from your Koha Superlibrarian 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.

Narration only This brings us to the end of this tutorial.
Slide

Summary

In this tutorial we learnt-

  • How to set Currency
Let us summarize.

In this tutorial we learnt-

  • How to set Currency
Slide:

Assignment for Set currency:

  • Set new currency as Yen
Assignment for Set currency:
  • Set a new currency as Yen

Slide

About Spoken Tutorial project

The video at the following link summarises the Spoken Tutorial project.

Please download and watch it.

Slide:

Spoken Tutorial workshops

The Spoken Tutorial Project Team

The Spoken Tutorial Project team:

  • conducts workshops and
  • gives certificates.


For more details, please write to us.

Slide:

Forum for specific questions

  • Do you have questions in THIS Spoken Tutorial?
  • Please visit http://forums.spoken-tutorial.org/
  • Choose the minute and second where you have the question
  • Explain your question briefly
  • Someone from our team will answer them
Post your timed queries in this Forum.
Slide 17

Acknowledgement

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

Retrieved from "https://script.spoken-tutorial.org/index.php?title=Koha-Library-Management-System/C2/Set-Currency/English&oldid=37542"