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

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| To record this tutorial, I am using:
 
| To record this tutorial, I am using:
  
'''Ubuntu Linux OS 16.04''' and
+
'''Ubuntu Linux Operating System 16.04''' and
  
 
'''Koha version 16.05'''.
 
'''Koha version 16.05'''.
  
 
|-
 
|-
| 00:27
+
| 00:26
 
| To follow this tutorial, you should have knowledge of Library Science.
 
| To follow this tutorial, you should have knowledge of Library Science.
  
Line 30: Line 30:
  
 
|-
 
|-
|00:43
+
|00:42
 
| Please refer to the '''Koha spoken tutorial '''series on this website for more details.
 
| Please refer to the '''Koha spoken tutorial '''series on this website for more details.
  
 
|-
 
|-
| 00:50
+
| 00:49
 
| To start with, Login with '''Superlibrarian username Bella '''and her '''password.'''
 
| To start with, Login with '''Superlibrarian username Bella '''and her '''password.'''
  
 
|-
 
|-
|00:59
+
|00:58
 
| Then click on''' Koha Administration.'''
 
| Then click on''' Koha Administration.'''
  
 
|-
 
|-
|01:04
+
|01:03
 
| A new page opens up.
 
| A new page opens up.
  
 
|-
 
|-
|01:07
+
|01:06
 
| Under the section '''Acquisition parameters, '''click on '''Currencies and exchange rates.'''
 
| Under the section '''Acquisition parameters, '''click on '''Currencies and exchange rates.'''
  
 
|-
 
|-
| 01:16
+
| 01:15
 
| Note that this data is not updated automatically.
 
| Note that this data is not updated automatically.
  
 
|-
 
|-
|01:21
+
|01:20
 
| Therefore, it is important to update the data. This will also help to keep the correct '''accounting''' details.
 
| Therefore, it is important to update the data. This will also help to keep the correct '''accounting''' details.
  
 
|-
 
|-
| 01:31
+
| 01:30
 
| Now, click on '''plus New currency.'''
 
| Now, click on '''plus New currency.'''
  
 
|-
 
|-
|01:36
+
|01:35
 
|  In the new page that opens, fill in the mandatory details like-
 
|  In the new page that opens, fill in the mandatory details like-
  
Line 68: Line 68:
  
 
|-
 
|-
| 01:48
+
| 01:47
 
| Since my library is in India, I will enter '''Rupee''' for Currency,
 
| Since my library is in India, I will enter '''Rupee''' for Currency,
  
Line 76: Line 76:
  
 
|-
 
|-
|02:01
+
|02:00
 
| Next, enter the''' ISO code''': as '''INR.'''
 
| Next, enter the''' ISO code''': as '''INR.'''
  
 
|-
 
|-
|02:06
+
|02:05
| To activate the currency, click the check-box.
+
| To activate the currency, click the check-box. '''Last updated '''shows the date of currency setup.
'''Last updated '''shows the date of currency setup.
+
  
 
|-
 
|-
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|-
 
|-
|02:28
+
|02:27
 
| If the need be, the same can be edited as well.
 
| If the need be, the same can be edited as well.
  
 
|-
 
|-
| 02:33
+
| 02:32
 
| For '''Assignment:'''
 
| For '''Assignment:'''
  
Line 103: Line 102:
  
 
|-
 
|-
| 02:42
+
| 02:41
 
| Let’s go back to the '''Koha interface.'''
 
| Let’s go back to the '''Koha interface.'''
  
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|-
 
|-
|02:51
+
|02:50
 
| From the options, click on the tab '''ISO code'''.
 
| From the options, click on the tab '''ISO code'''.
  
 
|-
 
|-
|02:56
+
|02:55
 
| The '''ISO '''column for''' Rupee '''appears in the table.
 
| The '''ISO '''column for''' Rupee '''appears in the table.
  
 
|-
 
|-
| 03:01
+
| 03:00
 
| 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.
  
 
|-
 
|-
|03:10
+
|03:09
 
| 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.
  
 
|-
 
|-
| 03:17
+
| 03:16
 
| To edit the '''Currency, '''click on''' Edit''' option for that particular '''Currency.''' I will 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.'''
  
 
|-
 
|-
| 03:30
+
| 03:29
 
| '''Modify currency''' page opens up.
 
| '''Modify currency''' page opens up.
  
 
|-
 
|-
|03:33
+
|03:32
 
| You may change the value of '''Rate''' and '''Symbol.''' I will leave it as they are.
 
| You may change the value of '''Rate''' and '''Symbol.''' I will leave it as they are.
  
 
|-
 
|-
| 03:41
+
| 03:40
 
| Note that I will not click in the check-box for the field '''‘Active’'''.
 
| Note that I will not click in the check-box for the field '''‘Active’'''.
  
 
|-
 
|-
|03:47
+
|03:46
 
| An '''active currency '''is the main currency to use in the library.
 
| An '''active currency '''is the main currency to use in the library.
  
 
|-
 
|-
|03:52
+
|03:51
 
| 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.'''
  
 
|-
 
|-
| 03:58
+
| 03:57
 
| Next, click on '''Submit '''at the bottom of the page.
 
| Next, click on '''Submit '''at the bottom of the page.
  
 
|-
 
|-
|04:03
+
|04:02
 
| The same page '''Currencies and exchange rates '''re-opens.
 
| The same page '''Currencies and exchange rates '''re-opens.
  
 
|-
 
|-
|04:09
+
|04:08
 
|Now log out from your '''Koha Superlibrarian''' account.
 
|Now log out from your '''Koha Superlibrarian''' account.
  
 
|-
 
|-
|04:14
+
|04:13
 
|To do so, first go to the top right corner, click on''' Spoken Tutorial Library. '''
 
|To do so, first go to the top right corner, click on''' Spoken Tutorial Library. '''
  
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|-
 
|-
 
| 04:30
 
| 04:30
| Let us summarize.
+
| Let us summarize.In this tutorial, we learnt how to set '''Currency'''.
In this tutorial, we learnt how to set '''Currency'''.
+
  
 
|-
 
|-
|04:37
+
|04:36
 
| The video at the following link summarizes the '''Spoken Tutorial''' project. Please download and watch it.
 
| The video at the following link summarizes the '''Spoken Tutorial''' project. Please download and watch it.
  
 
|-
 
|-
|04:45
+
|04:44
 
| The '''Spoken Tutorial''' Project team conducts workshops and gives certificates. For more details, please write to us.
 
| The '''Spoken Tutorial''' Project team conducts workshops and gives certificates. For more details, please write to us.
  
 
|-
 
|-
|04:55
+
|04:54
 
| Post your timed queries in this Forum.
 
| Post your timed queries in this Forum.
  
 
|-
 
|-
| 04:59
+
| 04:58
 
|'''Spoken Tutorial '''project is funded by '''NMEICT, MHRD,''' Government of India.
 
|'''Spoken Tutorial '''project is funded by '''NMEICT, MHRD,''' Government of India.
  
 
|-
 
|-
|05:06
+
|05:05
 
| More information on this mission is available at this link.
 
| More information on this mission is available at this link.
  
 
|-
 
|-
| 05:11
+
| 05:10
 
| 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 09:22, 15 January 2019

Time Narration
00:01 Welcome to the Spoken Tutorial on Set Currency.
00:06 In this tutorial, we will learn how to set Currency in Koha.
00:13 To record this tutorial, I am using:

Ubuntu Linux Operating System 16.04 and

Koha version 16.05.

00:26 To follow this tutorial, you should have knowledge of Library Science.
00:33 To practice this tutorial, you should have Koha installed on your system.

And, you should have Admin access in Koha.

00:42 Please refer to the Koha spoken tutorial series on this website for more details.
00:49 To start with, Login with Superlibrarian username Bella and her password.
00:58 Then click on Koha Administration.
01:03 A new page opens up.
01:06 Under the section Acquisition parameters, click on Currencies and exchange rates.
01:15 Note that this data is not updated automatically.
01:20 Therefore, it is important to update the data. This will also help to keep the correct accounting details.
01:30 Now, click on plus New currency.
01:35 In the new page that opens, fill in the mandatory details like-

Currency:, Rate: and Symbol:.

01:47 Since my library is in India, I will enter Rupee for Currency,

1 for Rate and

the Rupee (₹) symbol.

02:00 Next, enter the ISO code: as INR.
02:05 To activate the currency, click the check-box. Last updated shows the date of currency setup.
02:14 Click on Submit button at the bottom of the page.
02:20 In the new page that opens, under the tab Currency, the details for Rupee appears.
02:27 If the need be, the same can be edited as well.
02:32 For Assignment:

Set any currency as per your requirement but do not make it 'Active'.

02:41 Let’s go back to the Koha interface.
02:45 On the same page, click on the tab- Column visibility.
02:50 From the options, click on the tab ISO code.
02:55 The ISO column for Rupee appears in the table.
03:00 Remember that the entered ISO code will be used when importing MARC files via the staging tools.
03:09 The tool will attempt to find and use the price of the currently active currency.
03:16 To edit the Currency, click on Edit option for that particular Currency. I will click on Edit for the currency USD.
03:29 Modify currency page opens up.
03:32 You may change the value of Rate and Symbol. I will leave it as they are.
03:40 Note that I will not click in the check-box for the field ‘Active’.
03:46 An active currency is the main currency to use in the library.
03:51 Since my library is in India, Rupee will be used as active currency.
03:57 Next, click on Submit at the bottom of the page.
04:02 The same page Currencies and exchange rates re-opens.
04:08 Now log out from your Koha Superlibrarian account.
04:13 To do so, first go to the top right corner, click on Spoken Tutorial Library.
04:21 Then from the drop-down, select Log out.
04:26 This brings us to the end of this tutorial.
04:30 Let us summarize.In this tutorial, we learnt how to set Currency.
04:36 The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
04:44 The Spoken Tutorial Project team conducts workshops and gives certificates. For more details, please write to us.
04:54 Post your timed queries in this Forum.
04:58 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
05:05 More information on this mission is available at this link.
05:10 This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14