Bellatony911: Created page with "{| border=1 | '''''Visual Cue''''' | '''''Narration''''' |- |Slide 1 Title Slide |Welcome to the '''Spoken Tutorial''' on '''How to creat..."

2017-03-29T19:15:22Z

Created page with "{| border=1 | <center>'''''Visual Cue'''''</center> | <center>'''''Narration'''''</center> |- |Slide 1 Title Slide |Welcome to the '''Spoken Tutorial''' on '''How to creat..."

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{| border=1
| <center>'''''Visual Cue'''''</center>
| <center>'''''Narration'''''</center>
|-
|Slide 1

Title Slide

|Welcome to the '''Spoken Tutorial''' on '''How to create a Library in Koha'''.
|-
|Slide Number 2

Learning Objectives

|In this tutorial we will learn to-

'''Add a Patron category'''

'''Create a Patron'''

'''Create a Superlibrarian'''

'''Give access to a Staff for particular modules'''

|-
|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.

You should also have '''Admin access''' in '''Koha'''.

Please refer to the '''Koha Spoken Tutorial''' series on this website for more details.
|-
|
|Let us begin by learning how to add a '''Patron category'''.

|-
|Log into '''Koha''' using the '''username''' and '''password'''

|Log into '''Koha''' using your '''database administrator username''' and '''password'''.
|-
|Click on '''Koha Administration'''

|Click on '''Koha Administration'''.
|-
|Cursor on '''Patrons and circulation'''

Click on '''Patron categories'''

|Under the section '''Patrons and circulation''', click on '''Patron categories'''.
|-
|Cursor on '''Patron categories'''

|A new page '''Patron categories''' opens.
|-
|Click on '''+New Category'''

|Click on '''+New Category'''.

|-
|Cursor on '''New category'''

Cursor on-
'''Category code''':

Description:
|A new page '''New category''' opens up prompting us to fill in some details.
|-
|
|As mentioned before, note that the fields marked in red are mandatory.
|-
|Details filled are as follows-

'''Category code''' as '''FAC'''

'''Description''' as '''Faculty'''

'''In months: 50'''

Enter '''Age''' as '''35'''

Show only the filled details in the video.

|I have filled out a few details here. Please do so likewise.
|-
|Cursor on '''Category type''': >> From the drop-down select '''Staff'''

|For '''Category type''': from drop-down list, select '''Staff'''.
|-
|Cursor on '''Branches limitation''': >> Select '''All Branches'''.

|For '''Branches limitation''': select '''All Branches'''.
|-
|Click on '''Save'''

|Next, click on '''Save'''.

|-
|Cursor on '''Library Staff'''

|The '''category name''' that we entered appears on the page '''Patron categories'''.

In my case, it says '''Library Staff'''.
|-
|
|With this a '''Patron Category''' has been created.
|-
|Log in to '''Koha'''

|Next, we will learn '''how to add a Patron'''.
|-
|Click on '''Home''' at the top left corner

|For that click on '''Home''' at the top left corner.
|-
|Cursor on dialog box
|The '''Koha homepage''' opens with a dialog box prompting us to '''Create a Patron'''.
|-
|Slide

It’s mandatory to create a '''Patron'''.

Otherwise in '''database administrator''' role, some parts of '''Koha''' will not function.

|It’s mandatory to '''Create a Patron'''.

Otherwise in '''database administrator''' role, some parts of '''Koha''' will not function.

|-
|Click on '''+Create Patron'''.

|As prompted in the dialog box, click on '''+Create Patron'''.

Alternately, you may go to '''Koha''' main page and click on the tab '''Patrons'''.

|-
|Click on '''Create Patron'''

|I will click on '''Create Patron'''
|-
|A new page opens

|A new page opens.
|-
|Click on the tab '''+New Patron''' >> Select '''Library staff'''

|Click on the tab '''+New Patron'''.

From the drop-down, I will select '''Library Staff'''

|-
|Cursor on '''Add patron (Library Staff)'''

|A new page- '''Add patron (Library Staff)''', opens up.

|-
|Show filled in details.

Cursor on '''Patron identity'''

Cursor on '''Main address'''

Cursor on '''Contact'''

|Now, fill the details required under the various sections like:

'''Patron identity'''

'''Main address'''

'''Contact''' etc.
|-
|Show the filled in the details

|I have filled a few details as shown here.

If you don’t have information for any field listed here, then just leave it blank.

Pause the video and fill in all these details and then resume the video.

|-
|Cursor on '''Library management''':

Cursor on '''Card Number- 1'''

|Under the section '''Library management''':, locate the field '''Card Number''':

Note that- the '''number 1''' is auto-generated by '''Koha'''.

Hence, you will see a different number on your '''Koha interface'''.

|-
|Cursor on '''Library'''

From the drop down, select, '''Spoken Tutorial Library'''

|Next is '''Library'''.

From the drop-down, I will select '''Spoken Tutorial Library'''.

Recall: '''Spoken Tutorial Library''' was created earlier in this series.

If you had given a different name, then choose that name here.

|-
|Cursor on '''Category''' >> Select, '''staff''' from the drop-down

|For '''Category''', I will select '''Library Staff''' from the drop-down.

|-
|Cursor at section '''OPAC/Staff login'''

Enter:

'''Username''' as '''Librarian'''

'''Password''' as '''koha123'''

|Under the section '''OPAC/Staff login''', enter '''Username''' and '''Password'''.

Each new user should create a new '''username''' and '''password'''.

I will enter the:

'''Username''' as '''staff123'''

'''Password''' as '''staff123'''

|-
|Slide '''Important note'''-

Remember this '''username''' and '''password'''.

This will be used a little later to give '''rights/permissions to a Staff'''.

|Remember this '''username''' and '''password'''.

This will be used a little later to give '''rights/permissions to a Staff'''.

|-
|Go to the top of the page >> Click on '''Save'''

|After filling in the details, go to the top of the page and click '''Save'''.

|-
|Cursor on '''Ms Bella Tony (1)'''

|
A new page with the name of the '''Patron''' and the '''card number''' opens.

In this case, as entered earlier, the page has '''Patron''' as '''Ms Bella Tony with card number 1'''.

|-
|Cursor on '''Library use and Edit'''

Cursor on '''Alternate address''' and '''Edit'''

|To edit the sections, click on the '''Edit''' tab, located at the bottom of the respective sections.

|-
|Narration only

|Now let us learn how to give permissions to the '''Patrons'''.

|-
|Cursor on More >> Click on '''Set Permissions'''

|On the same page, locate the tab '''More''' and click on '''Set Permissions'''.

|-
|Cursor on new page '''Set permissions for Bella Tony''', opens

|A new page with the title '''Set permissions for Bella Tony''', opens up.

|-
|Click in the checkbox:

'''(superlibrarian) Access to all librarian functions'''

|Click on the checkbox for
'''(superlibrarian) Access to all librarian functions'''.

|-
|Click '''Save'''
|Then click on '''Save''' at the bottom of the page

|-
|Slide

'''Superlibrarian Ms Bella Tony'''

having access to all '''library functions''', has been created.

|Now, '''Superlibrarian Ms Bella Tony''',

having access to all '''library functions''', has been created.

|-
|
Slide '''Importance of Superlibrarian'''

With this '''Superlibrarian''' account, we can give '''rights/permissions to a Staff'''.

So, it’s a very important role in the '''Koha Library Management System'''.

|With this '''Superlibrarian''' account, we can give '''rights/permissions to a Staff'''.

So, it’s a very important role in the '''Koha Library Management System'''.

|-
|How to give access to a '''Staff for a particular module'''?

|Let’s now learn how to give access to a '''Staff for a particular module'''?

|-
|Click '''Log out'''

|'''Logout''' from your current session as '''Database administrative user'''.

To do so, go to the top right corner and click on '''No_Library_Set'''.

From the drop-down, click on '''Log out'''.

|-
|Slide

A '''Superlibrarian can give rights/permissions to another Staff for accessing any other module'''.

For example-

1. '''Cataloging module'''

2. '''Circulation module'''

3. '''Serial Control'''

4. '''Acquisition''' etc.

|Now, login with the '''Superlibrarian account'''.

A '''Superlibrarian''' can give '''rights/permissions to another Staff for accessing any other module'''.

For example-

1. '''Cataloging module'''

2. '''Circulation module'''

3. '''Serial Control'''

4. '''Acquisition''', etc.
|-
|Click on the tab '''New Patron'''

From the drop-down select '''Library Staff'''

Select the '''Salutation''' as '''Ms'''.

Enter the Surname as '''Samruddhi'''

|As explained earlier in this tutorial, '''create a Patron'''.

Click on the tab '''New Patron'''

From the drop-down select '''Library Staff'''

Select the '''Salutation''' as '''Ms'''.

Enter the '''Surname''' as '''Samruddhi'''

|-
|For '''Category: Select Library Staff''' from the drop-down.

|For '''Category: Select Library Staff''' from the drop-down.

Do not select any other option.

|-
|Click '''Save'''
|After filling in all details, click on '''Save'''.
|-
|
|Now give permissions to this particular '''Patron'''.
|-
|Go to the tab '''More''' and click on '''Set a Permissions'''.
|Go to the tab '''More''' and click on '''Set Permissions'''.
|-
|A new page opens up.
|A new page opens with the title '''Set permissions for Samruddhi'''.

This is the name of the '''Patron''' we created.

|-
|Click on the checkbox for

'''(superlibrarian) Access to all librarian functions'''.

|Click on the checkbox for

'''(circulate) Check out and check in items'''.

|-
|Then click on '''Save'''.

|Then click '''Save''' at the bottom of the page.

|-
|
|With this we have given '''Circulation rights to a Library Staff with the name Ms. Samruddhi'''.

|-
|Click '''Logout'''.

|Now '''logout''' from the '''Superlibrarian''' account.

To do so, go to the top right corner and click on '''Logout'''.

|-
|
|With this we come to the end of this tutorial.

|-
|Summary

In this tutorial we learnt to-

'''Add a Patron category'''

'''Create a Patron'''

'''Create a Superlibrarian'''

'''Give access to a Staff for particular modules'''

|Let us '''summarise'''.

In this tutorial we learnt to-

'''Add a Patron category'''

'''Create a Patron'''

'''Create a Superlibrarian'''

'''Give access to a Staff for particular modules'''

|-
|Assignments

|Assignments

|-
|Assignment for '''Patron category'''

Add a new '''Patron Category- ‘Research Scholar’'''

|Assignment for '''Patron category'''

'''Add a new Patron Category- ‘Research Scholar’'''

|-
|Assignment for '''Superlibrarian''':

'''Add a new Staff''' for the following roles:

1. '''Assign all circulation rights'''

2. '''Add all acquisition rights'''

|Assignment for '''Superlibrarian''':

'''Add a new Staff''' for the following roles:

1. '''Assign all cataloging rights'''

2. '''Assign all acquisition rights'''

|-
|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 '''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'''.

|'''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 a part of the Talk to a Teacher project'''

'''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.
|-
|}

Koha-Library-Management-System/C2/Create-a-staff-account/English - Revision history

Bellatony911: Created page with "{| border=1 | '''''Visual Cue''''' | '''''Narration''''' |- |Slide 1 Title Slide |Welcome to the '''Spoken Tutorial''' on '''How to creat..."