Koha-Library-Software/C3/Import-Patron-Data/English - Revision history

Madhurig at 05:45, 11 October 2025

2025-10-11T05:45:31Z

Madhurig at 10:20, 8 October 2025

2025-10-08T10:20:09Z

Madhurig at 06:03, 8 October 2025

2025-10-08T06:03:32Z

VaibhaviS at 05:57, 3 October 2025

2025-10-03T05:57:28Z

VaibhaviS: Created page with "'''Title of the Script: Import Patron Data''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords:''' koha, koha 24.05, koha library system, tools module, import patro..."

2025-08-22T06:03:57Z

Created page with "'''Title of the Script: Import Patron Data''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords:''' koha, koha 24.05, koha library system, tools module, import patro..."

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'''Title of the Script: Import Patron Data'''
'''Author: '''Vaibhavi Satardekar and Maya Hans
'''Keywords:''' koha, koha 24.05, koha library system, tools module, import patrons records, import patron data, patron import, CSV file upload, patron_import.csv, koha data import, video tutorial.

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''
'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Import Patron Data''' in '''Koha'''.
|-
|| '''Slide Number 2'''
'''Learning Objectives'''
We will learn how to:
* '''Import Patron Data'''
|| In this tutorial, we will learn how to:
* '''Import Patron Data '''in '''Koha'''.
|-
|| '''Slide Number 3'''
'''System Requirement'''
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 5'''
'''Pre-requisites'''
* You should have knowledge of Library Science
|| To follow this tutorial, you should have knowledge of Library Science.
|-
|| Show '''Koha''' interface

'''Username - Bella '''

'''Password - Library@1'''

'''Library: Spoken Tutorial Library'''

Click on '''Login'''

|| To '''import patron data''',''' '''I have already logged in as a '''Superlibrarian'''.
|-
|| Click on the '''Tools''' module

Cursor on '''Tools'''

Cursor on '''Patrons and circulation'''

Click on''' Import patrons'''
|| On the '''Koha''' staff interface click on the '''Tools''' module.

'''Tools '''page opens.

Under '''Patrons and circulation''' locate''' Import patrons'''.

Click on''' Import patrons'''.
|-
|| Cursor on '''Import patrons'''
|| A new page '''Import patrons '''opens.
|-
|| Cursor on '''Notes'''
Got to Downloads folder
Click on '''patron_import''' file

'''Cardnumber: 10'''

'''Surname: Raghav'''

'''Firstname: Soniya'''

'''Middlename: '''Blank

'''Title: Ms.'''

'''City: Mumbai'''

'''email''': Blank

'''Branchcode: ST'''

'''Categorycode: RS'''

'''Dateenrolled: 2025-06-19'''

'''Expirydate: 2026-06-18'''

'''Password: Soniya@1234'''

To save the file go to the '''File''' tab and from the drop down click on '''Save'''

Save the file in '''Use Text CSV Format'''

|| On the right side under the '''Notes''' section, click on '''Download a Starter CSV file with all the columns'''.
It will download a sample file with all the needed column headings.

From the dialogue box, click on the '''patron_import.csv''' file.

A popup window '''Text import - [patron_import.csv]''' opens.

Click the '''OK '''button at the bottom of the window.

This will open '''patron_import.csv -LibreOffice Calc'''.

Pause the video, and fill the patrons details in the required fields as shown.

These patrons details are also provided in the '''Code files''' link.

Download and extract the file.

Copy and paste the details in the required fields.

To save the file go to the '''File''' tab and from the drop down click on '''Save'''.

A popup '''Confirm File Format '''window opens.

Click on '''Use Text CSV Format''' and close the file.
|-
|| Cursor on '''Import into the borrowers table'''
Cursor on '''Select the file to import'''

Click on '''Browse'''

Cursor on''' File Upload'''

Choose '''patron_import.csv''' file

Click on '''Select '''button

|| Go back to the '''Koha Import patrons''' page.
Go to the '''Import into the borrowers table '''section.

For the field '''Select the file to import '''click on the '''Browse '''button.

A pop up '''File Upload''' window opens.

Here choose the '''patron_import.csv''' file.

Click on the '''Select''' button at the top right of the window.
|-
|| Scroll down the page.

Click on the '''Import button'''
|| Now scroll down the '''Import patrons page. '''
Click on the '''Import''' button at the bottom of the page.
|-
|| Cursor on '''Import results '''
|| The '''Import results''' page opens, showing the number of imported records.
|-
|| Click on '''Import Patron Data'''
In the '''Search patron''' bar type '''10''' and press '''Enter'''
|| At the top of the page locate the '''Search patron''' bar.

Here we will enter a card number of a patron imported through csv file.

In the '''Search patron''' bar we will type '''10''' and press '''Enter'''.
|-
|| Cursor on '''Patron Details'''
|| This will open the '''Patron Details''' page.
Here we can see that patron data has been imported successfully.
|-
|| Narration only
|| With this we come to the end of this tutorial.
|-
|| '''Slide Number 6'''
'''Summary'''
We learned to:
* '''Import Patron Data'''
|| Let’s quickly recap.
|-
|| '''Slide Number 7'''
'''Assignment'''
* Randomly add 5 patrons’ details in the CSV file and import data
|| As an assignment
* Randomly add 5 patrons' details in the CSV file and import data.
|-
|| '''Slide Number 8'''
Thank you
|| Thank you for joining.
|-
|}

@@ Line 24: / Line 24: @@
 || In this tutorial, we will learn how to:
-* '''Import Patron Data '''in '''Koha'''.
+* '''Import Patron Data ''' in '''Koha'''.
 |-
 || '''Slide Number 3'''
@@ Line 45: / Line 45: @@
 I also have a working internet connection.
 |-
-|| '''Slide Number 5'''
+|| '''Slide Number 4'''
 '''Pre-requisites'''
@@ Line 77: / Line 77: @@
 '''Tools ''' page opens.
-Under '''Patrons and circulation''' locate''' Import patrons'''.
+Under '''Patrons and circulation''' locate ''' Import patrons'''.
 Click on''' Import patrons'''.
@@ Line 196: / Line 196: @@
 || With this we come to the end of this tutorial.
 |-
-|| '''Slide Number 6'''
+|| '''Slide Number 5'''
 '''Summary'''
@@ Line 205: / Line 205: @@
 || Let’s quickly recap.
 |-
-|| '''Slide Number 7'''
+|| '''Slide Number 6'''
 '''Assignment'''
@@ Line 214: / Line 214: @@
 * Randomly add 5 patrons' details in the CSV file and import data.
 |-
-|| '''Slide Number 8'''
+|| '''Slide Number 7'''
 Thank you

@@ Line 12: / Line 12: @@
 |-
 || '''Slide Number 1'''
 '''Title Slide'''
 || Welcome to this Spoken Tutorial on '''Import Patron Data''' in '''Koha'''.
 |-
 || '''Slide Number 2'''
 '''Learning Objectives'''
 We will learn how to:
 * '''Import Patron Data'''
@@ Line 24: / Line 27: @@
 |-
 || '''Slide Number 3'''
-'''System Requirement'''
-To record this tutorial, I am using
+'''System Requirements'''
 * '''Ubuntu Linux OS v22.04'''
 * '''Koha v24.05'''
@@ Line 31: / Line 37: @@
 * '''A working internet connection'''
-|| To record this tutorial, I am using
+|| To record this tutorial, I am using:
 * '''Ubuntu Linux OS version 22 point 04'''
 * '''Koha version 24 point 05'''
@@ Line 39: / Line 46: @@
 |-
 || '''Slide Number 5'''
 '''Pre-requisites'''
 * You should have knowledge of Library Science
@@ Line 66: / Line 75: @@
 || On the '''Koha''' staff interface click on the '''Tools''' module.
-'''Tools '''page opens.
+'''Tools ''' page opens.
 Under '''Patrons and circulation''' locate''' Import patrons'''.
@@ Line 76: / Line 85: @@
 |-
 || Cursor on '''Notes'''
 Got to Downloads folder
 Click on '''patron_import''' file
@@ Line 134: / Line 145: @@
 |-
 || Cursor on '''Import into the borrowers table'''
 Cursor on '''Select the file to import'''
@@ Line 159: / Line 171: @@
 Click on the '''Import button'''
 || Now scroll down the '''Import patrons page '''.
@@ Line 177: / Line 190: @@
 || Cursor on '''Patron Details'''
 || This will open the '''Patron Details''' page.
 Here we can see that patron data has been imported successfully.
 |-
@@ Line 183: / Line 197: @@
 |-
 || '''Slide Number 6'''
 '''Summary'''
 We learned to:
 * '''Import Patron Data'''
 || Let’s quickly recap.
 |-
 || '''Slide Number 7'''
 '''Assignment'''
 * Randomly add 5 patrons’ details in the CSV file and import data
-|| As an assignment
+|| As an assignment,
 * Randomly add 5 patrons' details in the CSV file and import data.
 |-
 || '''Slide Number 8'''
 Thank you
 || Thank you for joining.
 |-
 |}

@@ Line 4: / Line 4: @@
 '''Keywords:''' koha, koha 24.05, koha library system, tools module, import patrons records, import patron data, patron import, CSV file upload, patron_import.csv, koha data import, video tutorial.
 {|border=1
@@ Line 18: / Line 19: @@
 We will learn how to:
 * '''Import Patron Data'''
 || In this tutorial, we will learn how to:
 * '''Import Patron Data '''in '''Koha'''.
@@ Line 28: / Line 30: @@
 * '''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.
 |-
@@ Line 37: / Line 41: @@
 '''Pre-requisites'''
 * You should have knowledge of Library Science
 || To follow this tutorial, you should have knowledge of Library Science.
 |-
@@ Line 49: / Line 54: @@
 Click on '''Login'''
-|| To '''import patron data''',''' '''I have already logged in as a '''Superlibrarian'''.
+|| To '''import patron data''', I have already logged in as a '''Superlibrarian'''.
 |-
 || Click on the '''Tools''' module
@@ Line 58: / Line 63: @@
 Click on''' Import patrons'''
 || On the '''Koha''' staff interface click on the '''Tools''' module.
@@ Line 102: / Line 108: @@
 || On the right side under the '''Notes''' section, click on '''Download a Starter CSV file with all the columns'''.
 It will download a sample file with all the needed column headings.
@@ Line 108: / Line 115: @@
 A popup window '''Text import - [patron_import.csv]''' opens.
-Click the '''OK '''button at the bottom of the window.
+Click the '''OK ''' button at the bottom of the window.
 This will open '''patron_import.csv -LibreOffice Calc'''.
@@ Line 122: / Line 129: @@
 To save the file go to the '''File''' menu and from the drop down click on '''Save'''.
-A popup '''Confirm File Format '''window opens.
+A popup '''Confirm File Format ''' window opens.
 Click on '''Use Text CSV Format''' and close the file.
@@ Line 138: / Line 145: @@
 || Go back to the '''Koha Import patrons''' page.
 Go to the '''Import into the borrowers table '''section.
-For the field '''Select the file to import '''click on the '''Browse '''button.
+For the field '''Select the file to import ''' click on the '''Browse ''' button.
 A pop up '''File Upload''' window opens.
@@ Line 151: / Line 159: @@
 Click on the '''Import button'''
-|| Now scroll down the '''Import patrons page. '''
+|| Now scroll down the '''Import patrons page '''.
 Click on the '''Import''' button at the bottom of the page.
 |-
@@ Line 158: / Line 167: @@
 |-
 || Click on '''Import Patron Data'''
 In the '''Search patron''' bar type '''10''' and press '''Enter'''
 || At the top of the page locate the '''Search patron''' bar.

@@ Line 1: / Line 1: @@
 '''Title of the Script: Import Patron Data'''
 '''Author: '''Vaibhavi Satardekar and Maya Hans
 '''Keywords:''' koha, koha 24.05, koha library system, tools module, import patrons records, import patron data, patron import, CSV file upload, patron_import.csv, koha data import, video tutorial.
@@ Line 95: / Line 97: @@
 '''Password: Soniya@1234'''
-To save the file go to the '''File''' tab and from the drop down click on '''Save'''
+To save the file go to the '''File''' menu and from the drop down click on '''Save'''
 Save the file in '''Use Text CSV Format'''
@@ Line 118: / Line 120: @@
 Copy and paste the details in the required fields.
-To save the file go to the '''File''' tab and from the drop down click on '''Save'''.
+To save the file go to the '''File''' menu and from the drop down click on '''Save'''.
 A popup '''Confirm File Format '''window opens.