Difference between revisions of "Koha-Library-Management-System/C2/Create-a-SuperLibrarian/English"

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Line 14: Line 14:
  
 
|In this tutorial we will learn to-
 
|In this tutorial we will learn to-
−
'''Add a Patron category'''
+
Add a '''Patron category'''
  
−
'''Create a Patron'''
+
Create a '''Patron'''
  
−
'''Create a Superlibrarian'''
+
Create a '''Superlibrarian'''
  
−
'''Give access to a Staff for particular module'''
+
Give access to a '''Staff''' for particular module
  
 
|-
 
|-
Line 47: Line 47:
 
To practice this tutorial,  
 
To practice this tutorial,  
  
−
You should have '''Koha''' installed on your system.
+
*You should have '''Koha''' installed on your system.
−
 
+
*You should also have '''Admin'''  access in '''Koha'''.
−
 
+
−
You should also have '''Admin'''  access in '''Koha'''.
+
  
  
Line 112: Line 110:
 
|Cursor on '''Category type''':  >> From the drop-down select '''Staff'''
 
|Cursor on '''Category type''':  >> From the drop-down select '''Staff'''
  
−
|For '''Category type''': from the drop-down list, select '''Staff'''.
+
|For '''Category''' type: from the drop-down list, select '''Staff'''.
 
|-
 
|-
 
|Cursor on '''Branches limitation''':  >> Select '''All Branches'''.
 
|Cursor on '''Branches limitation''':  >> Select '''All Branches'''.
Line 135: Line 133:
 
|Narration only
 
|Narration only
  
−
|Next, we will learn '''how to add a Patron'''.
+
|Next, we will learn how to add a '''Patron'''.
 
|-
 
|-
 
|Click on '''Home''' at the top left corner
 
|Click on '''Home''' at the top left corner
Line 149: Line 147:
  
 
Otherwise in '''database administrator''' role, some parts of '''Koha''' will not function.
 
Otherwise in '''database administrator''' role, some parts of '''Koha''' will not function.
−
 
  
 
|It’s mandatory to '''Create a Patron'''.
 
|It’s mandatory to '''Create a Patron'''.
Line 161: Line 158:
  
  
−
Alternately, you may click on '''Patrons''' on the '''Koha''' home page.
+
Alternately, you may click on '''Patrons''' on the '''Koha''' homepage.
−
 
+
  
 
|-
 
|-
 
|Click on '''Create Patron'''
 
|Click on '''Create Patron'''
−
 
−
 
 
|I will click on '''Create Patron'''
 
|I will click on '''Create Patron'''
 
|-
 
|-
Line 204: Line 198:
 
|Show the filled in the details  
 
|Show the filled in the details  
  
−
|I have filled a few details as shown here.
+
|I have filled in a few details as shown here.
  
  
Line 211: Line 205:
  
 
Pause the video and fill in all details and then resume the video.
 
Pause the video and fill in all details and then resume the video.
−
 
  
 
|-
 
|-
Line 220: Line 213:
  
  
−
|Under the section '''Library management''':, locate the field '''Card Number''':
+
|Under '''Library management''':, locate the field '''Card Number''':
  
  
−
Note that- the '''number 1''' is auto-generated by '''Koha'''.
+
Note that the '''number 1''' is auto-generated by '''Koha'''.
  
  
Line 232: Line 225:
  
  
−
From the drop down, select, '''Spoken Tutorial Library'''
+
From the drop-down, select, '''Spoken Tutorial Library'''
  
  
Line 251: Line 244:
  
 
|For '''Category''', I will select '''Library Staff''' from the drop-down.
 
|For '''Category''', I will select '''Library Staff''' from the drop-down.
−
 
  
 
|-
 
|-
Line 264: Line 256:
  
 
'''Password''' as '''library123'''
 
'''Password''' as '''library123'''
−
 
−
 
 
|Under the section '''OPAC/Staff login''', enter '''Username''' and '''Password'''.
 
|Under the section '''OPAC/Staff login''', enter '''Username''' and '''Password'''.
  
Line 273: Line 263:
  
 
I will enter the:
 
I will enter the:
−
 
  
 
'''Username''' as '''library123'''
 
'''Username''' as '''library123'''
−
 
  
 
'''Password''' as '''library123'''
 
'''Password''' as '''library123'''
−
 
  
 
|-
 
|-
Line 286: Line 273:
  
 
Confirm password: '''library123'''
 
Confirm password: '''library123'''
−
 
−
 
 
|Again, enter the same '''password''' in '''Confirm password''': field.     
 
|Again, enter the same '''password''' in '''Confirm password''': field.     
−
 
−
 
  
 
|-
 
|-
Line 299: Line 282:
  
 
This will be used a little later to give '''rights/permissions to a Staff'''.
 
This will be used a little later to give '''rights/permissions to a Staff'''.
−
 
−
 
 
|Remember this '''username''' and '''password'''.
 
|Remember this '''username''' and '''password'''.
  
Line 320: Line 301:
  
 
In this case, as entered earlier, the page has '''Patron''' as '''Ms Bella Tony''' with '''card number 1'''.
 
In this case, as entered earlier, the page has '''Patron''' as '''Ms Bella Tony''' with '''card number 1'''.
−
 
  
 
|-
 
|-
Line 327: Line 307:
  
 
Cursor on '''Alternate address''' 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.
 
|To edit the sections, click on the '''Edit''' tab, located at the bottom of the respective sections.
  
 
|-
 
|-
 
|Narration only
 
|Narration only
−
 
  
 
|Now let us learn how to give permissions to the '''Patrons'''.
 
|Now let us learn how to give permissions to the '''Patrons'''.
Line 339: Line 316:
 
|-
 
|-
 
|Cursor on More  >> Click on '''Set Permissions'''
 
|Cursor on More  >> Click on '''Set Permissions'''
−
 
  
 
|On the same page, locate the tab '''More''' and 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
 
|Cursor on new page '''Set permissions for Bella Tony''', opens
−
 
  
 
|A new page with the title '''Set permissions for Bella Tony''', opens up.
 
|A new page with the title '''Set permissions for Bella Tony''', opens up.
Line 352: Line 326:
 
|-
 
|-
 
|Click in the checkbox:
 
|Click in the checkbox:
−
 
  
 
'''(superlibrarian) Access to all librarian functions'''
 
'''(superlibrarian) Access to all librarian functions'''
−
 
+
|Click on the checkbox for '''(superlibrarian) Access to all librarian functions'''.
−
 
+
−
|Click on the checkbox for
+
−
'''(superlibrarian) Access to all librarian functions'''.
+
  
  
 
|-
 
|-
 
|Click '''Save'''
 
|Click '''Save'''
−
|Then click on '''Save''' at the bottom of the page
+
|Then click on '''Save''' at the bottom of the page.
−
 
+
  
 
|-
 
|-
Line 370: Line 339:
  
 
'''Superlibrarian Ms Bella Tony'''  
 
'''Superlibrarian Ms Bella Tony'''  
−
 
  
 
having access to all '''library functions''', has been created.
 
having access to all '''library functions''', has been created.
−
 
+
|Now, '''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.
+
−
 
+
  
 
|-
 
|-
Line 390: Line 352:
  
 
So, it’s a very  important role in the '''Koha Library Management System'''.
 
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'''.
 
|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'''.
 
So, it’s a very important role in the '''Koha Library Management System'''.
−
 
  
 
|-
 
|-
 
|How to give access to a '''Staff for a particular module'''?
 
|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'''
  
−
|Let’s now learn how to give access to a '''Staff for a particular module'''?
 
  
−
 
−
|-
 
−
|Click '''Log out'''
 
  
  
Line 432: Line 390:
  
 
4. '''Acquisition''' etc.
 
4. '''Acquisition''' etc.
−
 
−
 
 
|Now, login with the '''Superlibrarian account'''.
 
|Now, login with the '''Superlibrarian account'''.
  
  
−
A '''Superlibrarian''' can give '''rights/permissions to another Staff for accessing any other module'''.
+
A '''Superlibrarian''' can give '''rights/permissions''' to another '''Staff''' for accessing any other module
  
  
Line 453: Line 409:
  
  
−
From the drop-down select '''Library Staff'''
+
From the drop-down, select '''Library Staff'''.
  
  
Line 476: Line 432:
  
 
|-
 
|-
−
|For '''Category: Select Library Staff''' from the drop-down.   
+
|For '''Category:''' select '''Library Staff''' from the drop-down.   
  
  
−
|For '''Category: Select Library Staff''' from the drop-down.
+
|For '''Category:''' select '''Library Staff''' from the drop-down.
  
 
Do not select any other option.
 
Do not select any other option.
−
 
  
 
|-
 
|-
Line 527: Line 482:
  
 
To do so, go to the top right corner and click on '''Logout'''.
 
To do so, go to the top right corner and click on '''Logout'''.
−
 
  
 
|-
 
|-
 
|
 
|
 
|With this we come to the end of this tutorial.
 
|With this we come to the end of this tutorial.
−
 
  
 
|-
 
|-
 
|Summary
 
|Summary
−
 
  
 
In this tutorial we learnt to-
 
In this tutorial we learnt to-
Line 548: Line 500:
  
 
'''Give access to a Staff for particular modules'''
 
'''Give access to a Staff for particular modules'''
−
 
−
 
 
|Let us '''summarise'''.
 
|Let us '''summarise'''.
  

Revision as of 15:22, 5 April 2017

Visual Cue
Narration
Slide 1

Title Slide

Welcome to the Spoken Tutorial on How to create a Superlibrarian.
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 module

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 administrative 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 the 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 at the bottom of the page.
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.
Narration only Next, we will learn how to add a Patron.
Click on Home at the top left corner 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 click on Patrons on the Koha homepage.

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 in 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 details and then resume the video.

Cursor on Library management:


Cursor on Card Number- 1


Under 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: the 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 library123


Password as library123

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 library123

Password as library123

Enter

Confirm password: library123

Again, enter the same password in Confirm password: field.
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 all the details, go to the top of the page and click on Save.
Cursor on Ms Bella Tony (1)

A new page with the name of the Patron and 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,Salutation as Ms.


Enter the Surname as Samruddhi

As explained earlier in this tutorial, create a Patron.


Click on New Patron


From the drop-down select Library Staff


Select, 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 the 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 on 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 module

Assignments


Assignments
Assignment for Patron category


Add a new Patron Category- ‘Research Scholar’


Add a new Patron Category- ‘Research Scholar’


Assignment for Superlibrarian:


Add a new Staff for the following roles:


1. Assign all Cataloging rights


2. Add all Cataloging rights


Assignment for Superlibrarian:


Add a new Staff for the following roles:


1. Assign all Cataloging rights


2. Add 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.

Contributors and Content Editors

Bellatony911, Nancyvarkey, PoojaMoolya

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