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Created page with "'''Title of the Script: '''Add a New Patron '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''koha, koha 24.05, add new patron, patron registration Koha 24.05,..."

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'''Title of the Script: '''Add a New Patron

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''koha, koha 24.05, add new patron, patron registration Koha 24.05, library management, edit patron, OPAC/Staff login, set library, video tutorial.

{| border=1
|-
| align=center| '''Visual Cue'''
| align=center| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Add a New Patron '''in '''Koha.'''
|-
|| '''Slide Number 2'''

'''Learning Objectives'''

In this tutorial, we will learn how to:
* '''Add a New Patron'''
* '''Modify patron details'''

|| In this tutorial, we will learn how to:
* '''Add a New Patron and'''
* '''Modify patron details'''

|-
|| '''Slide Number 3'''

'''System Requirements'''

To record this tutorial, I am using
* '''Ubuntu Linux''' '''OS v22.04'''
* '''Koha v24.05'''
* '''Firefox v131.0.3'''
* A working internet connection.

|| To record this tutorial, I am using
* '''Ubuntu Linux''' OS version 22 point 04
* '''Koha''' version 24 point 05
* '''Firefox '''version 131 point 0 point 3

I also have a working internet connection.
|-
|| '''Slide Number 4'''

'''Pre-requisites'''

'''https://spoken-tutorial.org/'''
|| To follow this tutorial, you should have
* '''Koha installed '''on your system and
* '''Admin''' access in '''Koha. '''

If not, refer to the Koha Installation tutorial on this site.

Also, you should have knowledge of '''Library Science.'''
|-
||Show '''Koha '''login interface
|| Let us switch to the '''Koha interface.'''

|-
|| '''Show this / flash this text '''

'''Username '''as '''Bella '''and '''Password '''as '''Library@1'''.

Click on '''Log in'''
|| To add a new patron, we have to login as '''superlibrarian.'''

So, I will type the username as '''Bella '''and the password''' '''as '''Library@1.'''

For the library field, from the drop down select '''Spoken Tutorial Library.'''

Now click on the''' Log in '''button.

If you had given a different '''username''' and '''password''', then type that.
|-
||Show '''Koha '''staff Interface
||'''Koha '''staff interface opens.
|-
||Narration only
||Now let's add a '''New patron'''.
|-
| | Click on '''Patrons'''
|| For that click on the '''Patrons''' module.
|-
| | Highlight '''Patrons '''page open
|| This will open the''' Patrons '''page.
|-
|| Click on '''+New patron'''

Select '''Library Staff'''
||Now click on '''add New patron '''and from the drop-down select '''Library Staff.'''
|-
|| '''Add patron (Library Staff) '''page
|| '''Add patron, Library Staff''', page opens.
|-
|| Show filled in details.

'''Cursor on Patron identity:'''

Salutation: Ms

Surname: S

Name: Vaibhavi

Select Female

'''Cursor on Contact information:'''

Primary Email: stlibrary@gmail.com

Show the filled in the details
|| Now, we will fill in the details under the various sections.

You can fill in the details as shown here.

All the messages and overdue notices are sent to the primary email.

For now I will skip the '''Alternate address '''and '''Alternate contact '''sections.
|-
|| '''Cursor on Library management:'''

'''Cursor on Card Number- '''2
|| Scroll down to the '''Library management '''section.

Recall that we have already assigned card no. 1 to the '''Superlibrarian. '''

So in the '''Card Number''' field we will enter 2.

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

From the drop-down, select, '''Spoken Tutorial Library'''
|| Next is the '''Library '''field.

From the drop-down, select '''Spoken Tutorial Library, '''if it is not already selected.
|-
|| Cursor on '''Category '''Select, '''Library''' '''Staff''' from the drop-down
|| For '''Category''' field, from the drop-down, select '''Library Staff, '''if it is not already selected.
|-
||Cursor on '''Allow auto-renewal of items'''
|| For '''Allow auto-renewal of items''' field, select '''No.'''

This will allow timely returns, ensure fair access, and manage circulation better.
|-
||Cursor on '''Protected field'''
|| Select '''Yes '''for the '''Protected '''field.

This helps us to secure patron information and keep it private.
|-
|| Cursor on '''Library setup:'''

'''Registration Date''' as 12/02/2024 and '''Expiry Date''' as

12/01/2025.
|| Under the section '''Library setup '''fill in the mandatory details as shown here.
|-
|| Cursor at section '''OPAC/Staff interface login'''

Enter:

'''Username: Vaibhavi'''

'''Password''': '''Vaibhavi02'''

'''Confirm password: Vaibhavi02'''
|| Next let me scroll down to the '''OPAC/Staff interface login '''section'''.'''

We will fill in the login credentials for '''Ms. Vaibhavi S''' here'''.

Enter the '''Username '''as '''Vaibhavi''' and the '''Password''' as '''Vaibhavi02.'''

In the '''Confirm Password '''field, enter the same password again, that is '''Vaibhavi02'''.
|-
|| Cursor at section '''Patron restrictions'''
|| Next is the '''Patron restrictions section. '''

Here we can add specific rules or limitations to a patron's account.

I will leave it blank.
|-
|| Cursor at section '''Additional attributes and identifiersshow barcode on the summary screen items listing'''
|| Next section is '''Additional attributes and identifiers.'''

Here, click on the field, '''Show barcode on the summary screen items listings.'''

From the drop down select '''Yes.'''

This allows quick identification and item verification in a patron's account.
|-
|| Cursor at section '''Patron messaging preferences'''
* '''Item due'''
* '''Advance noticeDays in advance'''
* '''Hold filled'''
* '''Item check-in'''
* '''Item check-out'''
* '''Auto renewal (Except)'''
* '''Hold reminder'''

|| For '''Patron messaging preferences'''.

We will mark all the checkboxes under the '''email '''column as shown here.

|-
||'''Advance notice - Days in advance'''
||For '''Advance notice, '''under''' Days in advance,''' select 3 days.
|-
|| Click on '''Save'''
|| To complete, click on the '''Save''' button at the top of the page.
|-
|| Cursor on Ms. Vaibhavi S.
|| This will bring us back to the '''Patron''' details page for''' Ms. Vaibhavi S. '''with card number 2.
|-
|| Cursor on '''More '''Click on '''Set Permissions'''
|| I will now set the permissions for this patron.

Go to the tabs above the patron’s Name Ms.Vaibhavi S with card number 2'''.'''

Click on '''More '''and from the dropdown select '''Set Permissions.'''
|-
|| Highlight '''Set permissions for Ms Vaibhavi S. (2)'''
|| A page with the title '''Set permissions for Ms Vaibhavi S. '''with card number 2 ''' opens.

Here we can see the list of all the permissions.

To assign the permissions, I will check all the relevant checkboxes.
|-
|| Click on the checkbox for '''Check out and check in items (circulate)'''
|| Click on the checkbox for '''Check out and check in items (circulate) permissions. '''

These permissions enable patrons to borrow and return library items in Koha.
|-
|| Click on the check box for '''Staff access, allows viewing of catalogue in staff interface (catalogue) Required for staff login.'''
|| Scroll Down.

Next is the '''Staff access, allows viewing of catalogue in staff interface '''permissions.

I will click on its checkbox to give the permission.

It allows the patron to log into Koha with cataloging task permissions.

Note: This field is Required for staff login.
|-
|| Click on '''Add, modify and view patron information''' '''(borrowers)'''
|| Also assign permission for '''Add, modify and view patron information (borrowers).'''

It allows the user to manage patron records.
|-
|| Click on the '''Place and modify holds for patrons(reserveforothers)'''
|| Check the '''Place and modify holds for patrons '''to give permissions.

They enable the user to manage item hold requests on behalf of the patrons.
|-
|| Cursor on '''Edit catalog (Modify bibliographic/holdings data).'''
|| Next, give permission for '''Edit catalog.'''

It allows the user to update the bibliographic and holding data for items.
|-
|| Cursor on '''Acquisition management(acquisition)'''
|| Next give permissions for '''Acquisition management.'''

It allows managing library orders, invoices, and procurement efficiently.
|-
|| Cursor on '''Suggestion management(suggestions)'''
|| Also assign permissions for '''Suggestion management.'''

It allows managing user suggestions for new library acquisitions.
|-
|| Cursor on '''Use all tools''' click on the '''plus sign'''
|| Next, scroll down to set the permissions under, '''Use all tools.'''

I will assign the permission by checking in the check boxes as shown here.

|-
|| Cursor on '''Allow access to the reports module (reports)'''

Click on the '''plus sign'''.

Select '''Execute SQL reports (execute _reports)'''
|| Next, comes the permissions for '''Allow access to the reports module. '''

To see the specific permissions here, click on''' show details. '''

Check the permission '''Execute SQL reports'''.

We will leave all the other fields as it is.
|-
|| Click on '''Save.'''
|| Let us finish by clicking on '''Save '''at the top of the page.

This will bring us to the patron, '''Ms. Vaibhavi S. with card number 2 '''page'''. '''
|-
|| Cursor on '''Ms. Vaibhavi S.'''
|| With this we have successfully created a Patron as '''Library Staff'''.
|-
|| '''Modify '''patron details
|| Now, let's learn to modify patron details for the '''Patron Ms. Vaibhavi S.'''

|-
|| Cursor on''' Patron Vaibhavi S. (2)'''
|| Go to the options above the patron name and click the '''Edit'''.
|-
|| '''Modify patron Ms. Vaibhavi S. (2) (Staff) page '''

Highlight '''Library setup'''

'''Expiry date: 12/01/2026'''

|| '''Modify patron Miss Vaibhavi S. '''page opens.

Here, we will modify the '''Expiry date'''.

For that scroll down to '''Library setup''' section and change the date as shown here.

Click on '''Save'''.
|-
|| '''Ms.''' '''Vaibhavi S.(2) '''page.
|| This will bring us back to the page with the details for '''Ms.''' '''Vaibhavi S '''.
|-
|| Narration only
|| With this we have successfully modified the patron details.
|-
|| Narration only
|| With this, we come to the end of this tutorial.
|-
|| Home

Shoe home screen

Logout

Show the login page
|| To continue with the next tutorial, go to the top left corner of the page.

Click on the home icon and stay logged in.

To '''logout '''from the current session, go to the top right corner of the page.

Click on '''Bella, Spoken Tutorial Library'''.

From the drop down select '''Logout'''.
|-
|| '''Slide Number 5'''

'''Summary'''

In this tutorial, we learned to:
*'''Add a New Patron'''
*'''Modify patron details'''

|| Let us summarise.

In this tutorial, we learned to:
*'''Add a New Patron and'''
*'''Modify patron details'''

|-
|| '''Slide Number 6'''

'''Assignment'''

In the Spoken Tutorial Library
*Add a new '''Patron, Swati Ganguli '''as a staff

*Assign all '''Cataloging rights'''
*Assign all''' Acquisition rights'''

|| For '''Assignment'''

In the Spoken Tutorial Library,
# Add a new '''Patron, Swati Ganguli '''as a staff and assign:
## "'''All Cataloging rights''' and
## "'''All Acquisition rights'''

|-
|| '''Slide Number 7'''

'''About Spoken Tutorial project'''
* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
* It summarizes 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 Number 8'''

'''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/ http://contact@spoken-tutorial.org]

|| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.

For more details, please write to us.
|-
|| '''Slide Number 9'''

'''Forum for specific questions'''
|| We will be happy to answer your specific questions regarding this tutorial.

Post your questions in the forum and our team will get back to you.
|-
|| '''Slide Number 10'''

'''Acknowledgment'''

'''The Spoken Tutorial '''project was established at IIT Bombay by the Ministry of Education Govt of '''India.'''

Thank you
|| Thank you for joining.
|-
|}

Koha-Library-Software/C2/Add-a-New-Patron/English - Revision history

Madhurig: Created page with "'''Title of the Script: '''Add a New Patron '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''koha, koha 24.05, add new patron, patron registration Koha 24.05,..."