Difference between revisions of "Koha-Library-Management-System/C2/How-to-create-a-library/English"

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Line 24: Line 24:
  
 
Learning Objectives
 
Learning Objectives
−
| In this tutorial we will learn how to -* Create a library,
+
| In this tutorial we will learn how to -
 +
* Create a library and
 
* Create a '''Group'''
 
* Create a '''Group'''
  
Line 31: Line 32:
  
 
System Requirement
 
System Requirement
−
|  To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
+
|  To record this tutorial, I am using
 +
* '''Ubuntu Linux OS 16.04'''
 
* '''Koha version 16.05'''
 
* '''Koha version 16.05'''
  
Line 48: Line 50:
  
 
And you should also have '''Admin''' access in '''Koha.'''
 
And you should also have '''Admin''' access in '''Koha.'''
 +
  
 
For more details, 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.
Line 58: Line 61:
 
I have already installed '''Koha''' on my system.
 
I have already installed '''Koha''' on my system.
  
−
Let me switch to the interface.
+
Let me switch to the '''Koha interface'''.
  
 
|-
 
|-
 
|Log into '''Koha '''with '''Username '''as '''koha_library '''and '''Password '''as '''<nowiki>******</nowiki>'''.
 
|Log into '''Koha '''with '''Username '''as '''koha_library '''and '''Password '''as '''<nowiki>******</nowiki>'''.
  
−
|Log into '''Koha '''using the '''username '''and '''password '''given at the time of installation'''.'''
+
|Log into '''Koha '''using the '''username '''and '''password '''given at the time of installation.
  
 
On my system, I had given '''Username '''as '''koha_library.'''
 
On my system, I had given '''Username '''as '''koha_library.'''
Line 76: Line 79:
 
|  '''SLIDE'''
 
|  '''SLIDE'''
  
−
While setting up '''Koha-'''* We should add the details of every '''Branch library''' that we will create in '''Koha'''
+
While setting up '''Koha-'''
 +
* We should add the details of every '''Branch library''' that we will create in '''Koha.'''
 
* This data is used in several areas of '''Koha'''.
 
* This data is used in several areas of '''Koha'''.
  
 
|  Note that-
 
|  Note that-
  
−
While setting up '''Koha-'''* We should add the details of every '''Branch library''' that we will create in '''Koha'''
+
While setting up '''Koha-'''
 +
* We should add the details of every '''Branch library''' that we will create in '''Koha.'''
 
* This data is used in several areas of '''Koha '''later.
 
* This data is used in several areas of '''Koha '''later.
  
 
|-
 
|-
 
|   
 
|   
−
|  Now, let’s add a new library'''.'''
+
|  Now, let’s add a new library.
  
 
|-
 
|-
 
|  Show Koha interface
 
|  Show Koha interface
−
|  Switch back to '''Koha''' interface.
+
|  Switch back to '''Koha interface'''.
  
 
|-
 
|-
Line 105: Line 110:
  
 
|-
 
|-
−
|  * Click on tab ''''+ New Library''''
+
|  Click on tab ''''+ New Library''''
−
|  To add a new '''library, '''click on the tab ''''+ New Library''''
+
|  To add a new library, click on the tab ''''+ New Library''''
  
 
We will skip the '''groups''' section for now.
 
We will skip the '''groups''' section for now.
Line 116: Line 121:
 
|-
 
|-
 
|  Pause and fill in the details
 
|  Pause and fill in the details
−
|  Fill in the fields '''Library code '''and '''Name '''for your''' library '''as I have done here.
+
|  Fill in the fields '''Library code '''and '''Name '''for your library, as I have done here.
  
 
|-
 
|-
 
|  Red box highlight on '''library code'''
 
|  Red box highlight on '''library code'''
−
|  Some important things to note are-* There should be no space in the''' library code'''  
+
|  Some important things to note are-
 +
* There should be no space in the''' Library code'''  
 
* And it should be less than 10 characters long.
 
* And it should be less than 10 characters long.
−
 
+
* This code will be used as a unique identifier in the '''database'''.
−
* This code will be used as a unique identifier in the database.
+
  
 
|-
 
|-
Line 129: Line 134:
 
|  The next section is where we have to fill our library’s contact details like-
 
|  The next section is where we have to fill our library’s contact details like-
  
−
Address, phone no., etc.
+
*Address, phone no., etc.
  
 
|-
 
|-
Line 144: Line 149:
 
* '''Phone: **********'''
 
* '''Phone: **********'''
 
* '''Fax:'''
 
* '''Fax:'''
−
 
−
 
 
|  I have filled the details as shown here.
 
|  I have filled the details as shown here.
  
−
If you don’t have information for any field listed here, then just leave it blank.
+
If you don’t have information for any '''field''' listed here, then just leave it blank.
  
  
Line 158: Line 161:
 
Highlight Address and Phone with a red box
 
Highlight Address and Phone with a red box
 
|  The '''address '''and '''phone''' details can be used to make custom notices for your library later.
 
|  The '''address '''and '''phone''' details can be used to make custom notices for your library later.
 +
  
 
These details can also be used by members when they want to contact the library.
 
These details can also be used by members when they want to contact the library.
Line 163: Line 167:
 
|-
 
|-
 
|  Red box highlight on '''Email id'''
 
|  Red box highlight on '''Email id'''
−
|  The '''Email id '''field is not mandatory, as you can see.
+
|  The '''Email id field''' is not mandatory, as you can see.
  
−
However, it is extremely important to have an email id for the library you create.
+
However, it is extremely important to have an '''email id''' for the library you create.
  
−
This is the email id from where the notices to the members go to and come from.
+
This is the '''email id''' from where the notices to the members go to and come from.
  
 
|-
 
|-
Line 175: Line 179:
 
|-
 
|-
 
|  Point to '''Reply-To '''and '''Return-Path '''fields.
 
|  Point to '''Reply-To '''and '''Return-Path '''fields.
−
|  Below the '''Email id '''field, we have the '''Reply-To '''and '''Return-Path '''fields.
+
|  Below the '''Email id field''', we have the '''Reply-To '''and '''Return-Path fields'''.
  
 
|-
 
|-
Line 183: Line 187:
 
|  '''Reply-To'''
 
|  '''Reply-To'''
  
−
If you would like to specify another default email address for all replies to notices, you can do that here.
+
If you would like to specify another default '''email address''' for all replies to notices, you can do that here.
 +
 
  
−
I will add '''Reply-To '''email id as''' [mailto:stlibreoffice@gmail.com stlibreoffice@gmail.com]
+
I will add '''Reply-To email id''' as''' stlibreoffice@gmail.com'''
  
 
|-
 
|-
Line 195: Line 200:
 
|  Coming to '''Return-Path.'''
 
|  Coming to '''Return-Path.'''
  
−
This is the email address that all bounced messages will go to.
+
This is the '''email address''' that all bounced messages will go to.
  
 
|-
 
|-
Line 203: Line 208:
 
|-
 
|-
 
|  Red box highlight on '''Email id''', '''Reply-To, Return-Path'''
 
|  Red box highlight on '''Email id''', '''Reply-To, Return-Path'''
−
|  So basically, three different email ids can be used for # '''Email id '''
+
|  So basically, three different '''email ids''' can be used for  
 +
# '''Email id '''
 
# '''Reply-To '''and  
 
# '''Reply-To '''and  
 
# '''Return-Path'''
 
# '''Return-Path'''
  
−
However, if only one email id is provided then by default, '''Koha''' will use it for all the three fields.
+
However, if only one '''email id''' is provided then, by default, '''Koha''' will use it for all the three '''fields'''.
  
 
|-
 
|-
Line 213: Line 219:
  
 
''http://www.iitb.ac.in/en/education/academic-divisions''
 
''http://www.iitb.ac.in/en/education/academic-divisions''
−
|  Next, mention the '''URL''' of your library in the field like I have done here
+
|  Next, mention the '''URL''' of your library in the '''field''', like I have done here.
  
 
|-
 
|-
 
|  Show the screenshot of the '''holdings table '''on the '''OPAC'''
 
|  Show the screenshot of the '''holdings table '''on the '''OPAC'''
−
|  On filling the '''URL''' field-* the particular library name will be linked in the '''holdings table''' on the '''OPAC.'''
+
|  On filling the '''URL field''', the particular library name will be linked in the '''holdings table''' on the '''OPAC.'''
  
 
|-
 
|-
Line 232: Line 238:
 
'''Powai- 400001'''
 
'''Powai- 400001'''
 
|  This is where you have to put information about your library.
 
|  This is where you have to put information about your library.
 +
  
 
I have entered some information about my library here.
 
I have entered some information about my library here.
Line 243: Line 250:
  
 
OPAC info:
 
OPAC info:
−
|  If the '''URL''' for a particular '''branch '''library is put in this field, then-
+
|   
−
 
+
*If the '''URL''' for a particular '''branch '''library is put in this '''field''',  
−
 
+
* then '''OPAC''' will tell us the '''branch''' library where the book is available.
−
* '''OPAC''' will tell us the branch library where the book is available.
+
  
 
|-
 
|-
Line 252: Line 258:
  
 
OPAC info:
 
OPAC info:
−
|  * To get the hyper-link address information hover the mouse on the link.
+
|   
−
 
+
* To get the hyper-link address information hover the mouse on the link.
 
* This will give the address of the particular '''branch''' library where the book can be issued from.
 
* This will give the address of the particular '''branch''' library where the book can be issued from.
  
 
|-
 
|-
−
| Point to '''IP address'''
+
|Point to '''IP address'''
−
| Next we have the '''IP address.'''
+
|Next we have the '''IP address.'''
  
 
|-
 
|-
 
|   
 
|   
−
| Let’s switch back to the '''Koha''' interface
+
|Let’s switch back to the '''Koha interface.'''
  
 
|-
 
|-
−
| Point to IP
+
|Point to IP
  
 
Narration only
 
Narration only
−
|  If you want to restrict Koha admin access to a particular IP address then-
+
|  If you want to restrict '''Koha admin access''' to a particular '''IP address''' then you can specify the '''IP''' here.
  
−
You can specify the IP here.
+
Else, you can leave it blank.
−
 
+
−
Else, you can leave it blank
+
  
 
|-
 
|-
Line 278: Line 282:
  
 
Narration only
 
Narration only
−
|  I will leave it blank
+
|  I will leave it blank.
  
 
|-
 
|-
 
|  Red box highlight on '''Notes'''
 
|  Red box highlight on '''Notes'''
−
|  Lastly, we have the '''Notes '''field.  
+
|  Lastly, we have the '''Notes field'''.  
 +
 
  
 +
This is where you can fill in any notes for future reference.
  
−
This is where you can fill in any notes for future reference. These will not be displayed in '''OPAC.'''
+
These will not be displayed in '''OPAC.'''
  
 
|-
 
|-
Line 298: Line 304:
  
  
−
In our case, '''Spoken Tutorial Library'''
+
In our case, '''Spoken Tutorial Library.'''
  
 
|-
 
|-
Line 306: Line 312:
 
|-
 
|-
 
|  Cursor on ''''+ New Group''''
 
|  Cursor on ''''+ New Group''''
−
|  If you want to add a new''' group'''* Click on tab ''''+ New Group''''
+
|  If you want to add a new''' group''', click on the tab ''''+ New Group''''
  
 
|-
 
|-
 
|  Slide
 
|  Slide
  
−
Use '''Group Library '''to group''' '''branch libraries like- * Chemistry Library,  
+
Use '''Group Library '''to group''' '''branch libraries like-  
 +
* Chemistry Library,  
 
* Physics Library,  
 
* Physics Library,  
 
* Biology Library
 
* Biology Library
  
−
|  Suppose you have a few branch libraries for e.g.- * Chemistry Library,  
+
|  Suppose you have a few '''branch''' libraries for e.g.-  
 +
* Chemistry Library,  
 
* Physics Library,  
 
* Physics Library,  
 
* Biology Library
 
* Biology Library
  
−
and you want to group them.
+
and you want to '''group''' them.
  
 
In such a scenario use the '''Group Library '''option.  
 
In such a scenario use the '''Group Library '''option.  
Line 328: Line 336:
 
|  Slide
 
|  Slide
  
−
Grouping can be done on the basis of-* similarities and/or some similar characteristics etc.
+
Grouping can be done on the basis of similarities and/or some similar characteristics etc.
  
−
|  Grouping can be done on the basis of-* similarities and/or similar characteristics etc.
+
|  Grouping can be done on the basis of similarities and/or similar characteristics etc.
  
 
|-
 
|-
Line 336: Line 344:
 
|  Logout from your current session as a '''Database administrative user'''.
 
|  Logout from your current session as a '''Database administrative user'''.
  
−
To do so, go to the top right corner and click on '''No'''_'''Library'''_'''Set.'''
+
 
 +
To do so, go to the top right corner and click on '''No Library Set.'''
 +
 
  
 
From the drop-down, click on''' Logout.'''
 
From the drop-down, click on''' Logout.'''
Line 350: Line 360:
 
|  Let us summarize
 
|  Let us summarize
  
−
In this tutorial we learnt to-* Create a library
+
In this tutorial we learnt to-
 +
* Create a library and
 
* Create a new '''Group'''
 
* Create a new '''Group'''
−
 
−
 
  
 
|-
 
|-
 
|  Slide
 
|  Slide
  
−
Assignment* '''Create a new library and'''
+
Assignment
−
* '''Create a new group'''
+
* Create a new library and
 +
* Create a new '''group'''
  
−
|  As an assignment-* Create a new library and
+
|  As an assignment-
 +
* Create a new library and
 
* Create a new''' group '''
 
* Create a new''' group '''
  
Line 372: Line 383:
  
 
Please download and watch it.
 
Please download and watch it.
−
|The '''video at the f'''ollowing link summarises the '''Spoken Tutorial project.'''
+
|The video at the following link summarises the '''Spoken Tutorial project.'''
  
 
Please download and watch it.
 
Please download and watch it.
Line 381: Line 392:
 
'''Spoken Tutorial workshops'''
 
'''Spoken Tutorial workshops'''
  
−
The''' Spoken Tutorial Project''' team:*
+
The''' Spoken Tutorial Project''' team:
−
 
+
*conducts workshops using spoken tutorials and
−
conducts workshops using spoken tutorials and* gives certificates on passing online tests.
+
* gives certificates on passing online tests.
  
 
For more details, please write to us.
 
For more details, please write to us.
−
|The '''Spoken Tutorial Project team '''conducts workshops and gives certificates.
+
|The '''Spoken Tutorial Project''' team conducts workshops and gives certificates.
  
 
For more details, please write to us.
 
For more details, please write to us.
Line 417: Line 428:
 
Forum for specific questions:
 
Forum for specific questions:
  
−
The '''Spoken Tutorial forum''' is for specific questions on this tutorial
+
The '''Spoken Tutorial forum''' is for specific questions on this tutorial.
−
 
+
−
* Please do not post unrelated and general questions on them
+
−
* This will help reduce the clutter
+
−
* With less clutter, we can use these discussion as instructional material
+
−
 
+
  
 +
* Please do not post unrelated and general questions on them.
 +
* This will help reduce the clutter.
 +
* With less clutter, we can use these discussion as instructional material.
 
|'''Forum for specific questions:'''
 
|'''Forum for specific questions:'''
  
−
The '''Spoken Tutorial forum''' is for specific questions on this tutorial
+
The '''Spoken Tutorial forum''' is for specific questions on this tutorial.
  
−
* Please do not post unrelated and general questions on them
+
* Please do not post unrelated and general questions on them.
−
* This will help reduce the clutter
+
* This will help reduce the clutter.
−
* With less clutter, we can use these discussion as instructional material
+
* With less clutter, we can use these discussion as instructional material.
  
 
|-
 
|-
Line 437: Line 446:
 
'''Acknowledgement'''
 
'''Acknowledgement'''
  
−
'''Spoken Tutorial Project is funded by NMEICT, MHRD, Government of India.'''
+
Spoken Tutorial Project is funded by NMEICT, MHRD, Government of India.
 +
 
  
 
More information on this mission is available at this link.
 
More information on this mission is available at this link.

Latest revision as of 16:36, 21 February 2019

Topic: How to create a Library

Contributor: Bella Tony, IIT Bombay

Domain Expert: Manju Naika, Central Library, IIT Bombay

Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay

Keywords: Koha administration, Basic parameters, Libraries and groups, Library code, OPAC info


Visual Cue
Narration
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 how to -
  • Create a library and
  • Create a Group
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, learners should have knowledge of Library Science.
Slide 4b

Pre-requisites

To practice this tutorial, you should have Koha installed on your system.

And you should also have Admin access in Koha.


For more details, please refer to the Koha Spoken Tutorial series on this website.

Show Koha interface

Let us begin.

I have already installed Koha on my system.

Let me switch to the Koha interface.

Log into Koha with Username as koha_library and Password as ******. Log into Koha using the username and password given at the time of installation.

On my system, I had given Username as koha_library.

Now type the Password that was noted down from the conf.xml file.

The Koha main page opens.
SLIDE

While setting up Koha-

  • We should add the details of every Branch library that we will create in Koha.
  • This data is used in several areas of Koha.
Note that-

While setting up Koha-

  • We should add the details of every Branch library that we will create in Koha.
  • This data is used in several areas of Koha later.
Now, let’s add a new library.
Show Koha interface Switch back to Koha interface.
Home >> Koha Administration Go to Home and click on Koha Administration.
Go to section Basic parameters Locate the section Basic parameters.
Click on- Libraries and groups Click on Libraries and groups.
Click on tab '+ New Library' To add a new library, click on the tab '+ New Library'

We will skip the groups section for now.

Point to the red asterisk fields In this page, note that all the fields marked in red are mandatory.
Pause and fill in the details Fill in the fields Library code and Name for your library, as I have done here.
Red box highlight on library code Some important things to note are-
  • There should be no space in the Library code
  • And it should be less than 10 characters long.
  • This code will be used as a unique identifier in the database.
Red box highlight on Address section The next section is where we have to fill our library’s contact details like-
  • Address, phone no., etc.
Fill in the details as follows-


  • Address line 1: IIT Bombay
  • Address line 2: Powai
  • Address line 3: ---
  • City: Mumbai
  • State: Maharashtra
  • ZIP/Postal code: 400076
  • Country: India
  • Phone: **********
  • Fax:
I have filled the details as shown here.

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


Likewise, fill in your library’s details on this page.

Previous screen

Highlight Address and Phone with a red box

The address and phone details can be used to make custom notices for your library later.


These details can also be used by members when they want to contact the library.

Red box highlight on Email id The Email id field is not mandatory, as you can see.

However, it is extremely important to have an email id for the library you create.

This is the email id from where the notices to the members go to and come from.

Fill abtworkshop21@gmail.com Gmail id is preferable as it can be easily configured for sending mail and/or receiving mail.
Point to Reply-To and Return-Path fields. Below the Email id field, we have the Reply-To and Return-Path fields.
Red box highlight on Reply-To

Fill stlibreoffice@gmail.com

Reply-To

If you would like to specify another default email address for all replies to notices, you can do that here.


I will add Reply-To email id as stlibreoffice@gmail.com

Point to Email id If this is left blank, then all replies will go to the Email id given above.
Coming to Return-Path.

This is the email address that all bounced messages will go to.

Point to Email id If this is left blank, then all bounced messages will go to the Email id given above.
Red box highlight on Email id, Reply-To, Return-Path So basically, three different email ids can be used for
  1. Email id
  2. Reply-To and
  3. Return-Path

However, if only one email id is provided then, by default, Koha will use it for all the three fields.

Red box highlight on URL

http://www.iitb.ac.in/en/education/academic-divisions

Next, mention the URL of your library in the field, like I have done here.
Show the screenshot of the holdings table on the OPAC On filling the URL field, the particular library name will be linked in the holdings table on the OPAC.
After this, we have to fill in the OPAC info.
In OPAC info:

Fill the following-

Spoken Tutorial Library, Mumbai.

Powai- 400001

This is where you have to put information about your library.


I have entered some information about my library here.

Show the screenshot of mouse-over on Library name in the holdings table on the OPAC This info will appear in the OPAC, when we move the cursor over the library name in the holdings table.
Slide

OPAC info:

  • If the URL for a particular branch library is put in this field,
  • then OPAC will tell us the branch library where the book is available.
SLIDE

OPAC info:

  • To get the hyper-link address information hover the mouse on the link.
  • This will give the address of the particular branch library where the book can be issued from.
Point to IP address Next we have the IP address.
Let’s switch back to the Koha interface.
Point to IP

Narration only

If you want to restrict Koha admin access to a particular IP address then you can specify the IP here.

Else, you can leave it blank.

Point to IP

Narration only

I will leave it blank.
Red box highlight on Notes Lastly, we have the Notes field.


This is where you can fill in any notes for future reference.

These will not be displayed in OPAC.

Click on the Submit button After entering all the details, click on the Submit button.
Cursor on the page Libraries

Cursor on the Spoken Tutorial Library

The name of the newly added library appears on the Libraries page.


In our case, Spoken Tutorial Library.

Let us now see when to use the Group Library option.
Cursor on '+ New Group' If you want to add a new group, click on the tab '+ New Group'
Slide

Use Group Library to group branch libraries like-

  • Chemistry Library,
  • Physics Library,
  • Biology Library
Suppose you have a few branch libraries for e.g.-
  • Chemistry Library,
  • Physics Library,
  • Biology Library

and you want to group them.

In such a scenario use the Group Library option.

Name this group as Science library which falls under the main library.

Slide

Grouping can be done on the basis of similarities and/or some similar characteristics etc.

Grouping can be done on the basis of similarities and/or similar characteristics etc.
Click Logout Logout from your current session as a Database administrative user.


To do so, go to the top right corner and click on No Library Set.


From the drop-down, click on Logout.

This brings us to the end of this tutorial.
Slide

Summary

Let us summarize

In this tutorial we learnt to-

  • Create a library and
  • Create a new Group
Slide

Assignment

  • Create a new library and
  • Create a new group
As an assignment-
  • Create a new library and
  • Create a new group
Slide

About Spoken Tutorial project

The video at the following link summarises the Spoken Tutorial project.

Please download and watch it.

The video at the following link summarises the Spoken Tutorial project.

Please download and watch it.

Slide

Spoken Tutorial workshops

The Spoken Tutorial Project team:

  • conducts workshops using spoken tutorials and
  • gives certificates on passing online tests.

For more details, please write to us.

The Spoken Tutorial Project team conducts workshops and gives certificates.

For more details, please write to us.

Slide

Forum for specific questions:

Do you have questions in THIS Spoken Tutorial?

  • Please visit this site
  • Choose the minute and second where you have the question
  • Explain your question briefly
  • Someone from our team will answer them
Forum for specific questions:

Do you have questions in THIS Spoken Tutorial?


  • Please visit this site
  • Choose the minute and second where you have the question
  • Explain your question briefly
  • Someone from our team will answer them
Slide

Forum for specific questions:

The Spoken Tutorial forum is for specific questions on this tutorial.

  • Please do not post unrelated and general questions on them.
  • This will help reduce the clutter.
  • With less clutter, we can use these discussion as instructional material.
Forum for specific questions:

The Spoken Tutorial forum is for specific questions on this tutorial.

  • Please do not post unrelated and general questions on them.
  • This will help reduce the clutter.
  • With less clutter, we can use these discussion as instructional material.
Slide

Acknowledgement

Spoken Tutorial Project is funded by NMEICT, MHRD, Government of India.


More information on this mission is available at this link.

Acknowledgement

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

Retrieved from "https://script.spoken-tutorial.org/index.php?title=Koha-Library-Management-System/C2/How-to-create-a-library/English&oldid=46025"