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

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 +
Topic: How to create a Superlibrarian
  
 +
Contributor: Bella Tony, IIT Bombay
  
−
{| style="border-spacing:0;"
+
Domain Expert: Manju Naika, Central Library, IIT Bombay
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| style="border:0.75pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center>
+
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| <center>'''Narration'''</center>
+
  
−
|-
+
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 1
+
  
−
'''Title Slide'''
+
Keywords: Koha administration, Basic parameters, Libraries and groups, Library code, &nbsp;OPAC info.
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Welcome to the '''Spoken Tutorial''' on how to create a '''Superlibrarian.'''
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide Number 2
+
  
−
'''Learning Objectives'''  
+
{| border =1
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| In this tutorial we will learn to-
+
| <center>'''Visual Cue'''</center>
 +
| <center>'''Narration'''</center>
  
−
* Add a '''Patron category'''
+
|-
−
* Create a''' Patron'''
+
| Slide 1
−
* Create a '''Superlibrarian'''
+
−
* Give access to a '''Staff''' for particular module
+
−
|-  
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide Number 3
+
  
−
'''System Requirement'''  
+
'''Title Slide'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| To record this tutorial, I am using:
+
| Welcome to the '''spoken tutorial''' on how to create a '''Superlibrarian.'''
  
−
* '''Ubuntu Linux OS 16.04'''
+
|-
−
* '''Koha version 16.05'''
+
| Slide Number 2
  
−
|-  
+
'''Learning Objectives'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 4a
+
| In this tutorial we will learn to-
 +
* Add a '''Patron category'''
 +
* Create a''' Patron'''
 +
* Create a '''Superlibrarian'''
 +
* Give access to a '''Staff '''for a particular module
  
−
'''Pre-requisites'''
+
|-
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| To follow this tutorial, you should have knowledge of '''Library Science.'''
+
|  
  
−
|-
+
Slide Number 3
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 4b
+
  
−
'''Pre-requisites'''  
+
'''System Requirement'''
 +
| To record this tutorial, I am using:
  
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| To practice this tutorial, you should have '''Koha '''installed on your system.  
+
* '''Ubuntu Linux OS 16.04''' and
 +
* '''Koha version 16.05'''
  
 +
|-
 +
|
  
−
You should have '''Admin''' access in '''Koha.'''
+
Slide 4a
  
 +
'''Pre-requisites'''
 +
| To follow this tutorial, you should have knowledge of '''Library Science.'''
  
−
Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
+
|-
 +
| Slide 4b
  
−
|-
+
'''Pre-requisites'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"|
+
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Let us begin by learning '''how to add a Patron category'''.
+
  
−
|-
+
| To practice this tutorial, you should have '''Koha '''installed on your system.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Log into '''Koha '''using the '''username '''and '''password '''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Log into '''Koha '''using your '''database administrator username '''and '''password.'''
+
  
−
|-
+
You should also have '''Admin''' access in '''Koha.'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''Koha Administration'''  
+
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''Koha Administration.'''  
+
  
−
|-
+
Please refer to the '''Koha spoken tutorial '''series on this website for more details.
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on''' Patrons and circulation'''  
+
  
−
Click on '''Patron categories'''
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Under '''Patrons and circulation, '''click on '''Patron categories.'''
+
|  
 +
| Let us begin by learning how to add a '''Patron category'''.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on''' Patron categories'''  
+
| Log in using the '''username '''and '''password '''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| A new page''' Patron categories '''opens.  
+
| Log in to '''Koha '''using your '''database administrator username '''and '''password.'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''+New Category'''  
+
| Click on '''Koha Administration'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''+New Category.'''  
+
| Click on '''Koha Administration.'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''New category'''  
+
| Click on '''Patrons and circulation''' >> '''Patron categories'''
 +
| Under '''Patrons and circulation''', click on '''Patron categories'''.
  
−
Cursor on-
+
|-
 +
| Cursor on '''Patron categories'''
 +
| A new page '''Patron categories''' opens.
  
−
'''Category code:'''  
+
|-
 +
| Click on '''+New Category'''
 +
| Click on '''New Category.'''
  
−
'''Description:'''
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| A new page '''New category '''opens up prompting us to fill in some details.
+
| Cursor on '''New category'''
  
−
|-  
+
Cursor on-  
−
| style="border:0.75pt solid #000001;padding:0.176cm;"|  Narration only
+
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| As mentioned before, note that the fields marked in red are mandatory.
+
  
−
|-
+
'''Category code:'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Details filled are as follows-
+
  
−
'''Category code '''as''' LS'''  
+
'''Description:'''
 +
| A new page, '''New category '''opens up, prompting us to fill in some details.
  
−
'''Description''' as '''Library Staff'''  
+
|-
 +
| Narration only
 +
| As mentioned before, note that the '''fields''' marked in red are mandatory.
  
−
'''In months: 50'''
+
|-
 +
| Details filled are as follows-
  
−
Enter''' Age''' as''' 35'''  
+
'''Category code '''as '''LS'''
  
 +
'''Description''' as '''Library Staff'''
  
−
Show only the filled details in the video.
+
'''In months: 50'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| I have filled out a few details here. Please do so likewise.
+
  
−
|-
+
Enter '''Age''' as '''35'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''Category type: >> '''From the drop-down select '''Staff'''
+
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| For '''Category type: '''from the drop-down list, select '''Staff.'''  
+
  
−
|-
+
Show only the filled details in the video.
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on''' Branches limitation:''' >> Select '''All Branches.'''
+
| I have filled out a few details here. Please do so likewise.
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| For '''Branches limitation:''' select '''All Branches.'''
+
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''Save'''  
+
| Cursor on '''Category type: &nbsp;>> '''From the drop-down select '''Staff'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Next, click on '''Save''' at the bottom of the page.
+
| For '''Category type: '''from the drop-down list, select '''Staff.'''
−
+
−
|-  
+
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''Library Staff'''  
+
  
 +
|-
 +
| Cursor on '''Branches limitation:''' &nbsp;>> Select '''All Branches.'''
 +
| For '''Branches limitation:''' select '''All Branches.'''
  
 +
|-
 +
| Click on '''Save'''
 +
| Next, click on '''Save''' at the bottom of the page.
  
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| The '''category''' name that we entered appears on the page '''Patron categories.'''  
+
|-
 +
| Cursor on '''Library Staff'''
 +
| The '''category''' name that we entered, appears on the page '''Patron categories.'''
  
 +
In my case, it says '''Library Staff.'''
  
−
In my case, it says '''Library Staff.'''  
+
|-
 +
| Narration only
 +
| With this a '''Patron Category''' has been created.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Narration only
+
| Narration only
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| With this a''' Patron Category''' has been created.  
+
| Next, we will learn how to add a '''Patron'''.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Narration only
+
| Click on '''Home '''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Next, we will learn how to add a '''Patron'''.  
+
| Click on '''Home '''at the top left corner.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Home '''at the top left corner
+
|Cursor on dialog box
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Home '''at the top left corner.
+
|The '''Koha homepage''' opens with a dialog box prompting us to '''Create a Patron.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on dialog box
+
|Slide
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| The '''Koha''' homepage opens with a dialog box prompting us to '''Create a''' '''Patron.'''  
+
It’s mandatory to create a '''Patron.'''
  
−
|-
+
Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Slide
+
|It is mandatory to create a '''Patron.'''
  
−
It’s mandatory to''' Create a''' '''Patron.'''
 
  
−
Otherwise in '''database administrator '''role''',''' some parts of '''Koha''' will not function.  
+
Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.
−
| style="border:1pt solid #000001;padding:0.176cm;"| 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.'''
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''+Create Patron.'''
 
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| As prompted in the dialog box, click on '''+Create Patron.'''  
+
Alternately, you may click on '''Patrons '''on the '''Koha home page'''.
  
−
Alternately, you may click on '''Patrons '''on the''' Koha''' home page'''.'''  
+
|-
 +
|Click on '''Create Patron'''
 +
|I will click on '''Create Patron.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Create Patron'''
+
|New page opens
−
| style="border:1pt solid #000001;padding:0.176cm;"| I will click on '''Create Patron'''
+
|A new page opens.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens
+
|Click on the tab '''+New Patron >> '''Select '''Library staff'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens.  
+
|Click on the tab '''New Patron.'''
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the tab '''+New Patron >> '''Select''' Library staff'''
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the tab '''+New Patron.'''
 
  
−
From the drop-down, I will select''' Library Staff.'''  
+
From the drop-down, I will select '''Library Staff.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Add patron (Library Staff)'''  
+
|Cursor on '''Add patron (Library Staff)'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page- '''Add patron (Library Staff)''', opens up.  
+
| A new page- '''Add patron (Library Staff)''', opens up.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Show filled in details.  
+
| Show filled in details.
  
−
Cursor on '''Patron identity'''  
+
Cursor on '''Patron identity'''
  
−
Cursor on '''Main address'''  
+
Cursor on '''Main address'''
  
−
Cursor on '''Contact'''  
+
Cursor on '''Contact'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Now, fill in the details required under the various sections like:  
+
| Now, fill in the details required under the various sections like:
  
−
'''Patron identity'''
 
−
'''Main address'''
 
−
'''Contact etc.'''
 
  
−
|-
+
'''Patron identity'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Show the filled in the details
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| I have filled out few details as shown here.
+
  
−
If you don’t have information for any field listed here, then just leave it blank.
+
'''Main address'''
  
−
Pause the video and fill in all details and then resume the video.  
+
'''Contact '''etc.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library management:'''
+
|Show the filled in the details
 +
| I have filled out few details as shown here.
  
−
Cursor on '''Card Number- 1'''  
+
If you don’t have information for any '''field''' listed here, then just leave it blank.
−
| style="border:1pt solid #000001;padding:0.176cm;"| 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.'''
+
Pause the video and fill in all details and then resume the video.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library'''  
+
|Cursor on '''Library management:'''
  
−
From the drop down, select, '''Spoken Tutorial Library'''  
+
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.'''
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next is '''Library.'''
 
  
 +
Hence, you will see a different number on your '''Koha interface.'''
  
−
From the drop-down, I will select '''Spoken Tutorial Library.'''  
+
|-
 +
|Cursor on '''Library'''
  
 +
From the drop down, select, '''Spoken Tutorial Library'''
  
−
Recall: the '''Spoken Tutorial Library''' was created earlier in this series.
+
|Next is '''Library.'''
  
 +
From the drop-down, I will select '''Spoken Tutorial Library.'''
  
−
If you had given a different name, then choose that name here.
 
  
 +
Recall: the '''Spoken Tutorial Library''' was created earlier in this series.
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Category >> '''Select, '''Library Staff''' from the drop-down
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| For '''Category''', I will select '''Library Staff''' from the drop-down.
 
  
−
|-
+
If you had given a different name, then choose that name here.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor at section''' OPAC/Staff login'''
+
  
−
Enter:
+
|-
 +
|Cursor on '''Category >> '''Select, '''Library Staff''' from the drop-down
 +
|For '''Category''', I will select '''Library Staff''' from the drop-down.
  
 +
|-
 +
|Cursor at section '''OPAC/Staff login'''
  
−
'''Username '''as '''Bella'''
+
Enter:
  
−
'''Password''' as''' library'''
+
'''Username '''as '''Bella'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''enter '''Username '''and '''Password.'''  
+
  
 +
'''Password''' as '''library'''
 +
|Under the section '''OPAC/Staff login, '''enter '''Username '''and '''Password.'''
  
−
Each new user should create a new '''Username '''and '''Password.'''  
+
Each new user should create a new '''Username '''and '''Password.'''
  
 +
I will enter the:
  
−
I will enter the:
+
'''Username '''as '''Bella'''
  
−
'''Username '''as '''Bella'''  
+
'''Password''' as '''library'''
  
 +
|-
 +
|Enter
  
−
'''Password''' as '''library'''  
+
'''Confirm password: '''&nbsp;'''library123'''
 +
|Again, enter the same password in '''Confirm password: field'''.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Enter
+
|Slide &nbsp;'''Important note-'''
  
−
'''Confirm password: library123'''
+
* Remember this username and password.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Again, enter the same password in '''Confirm password: '''field.''' '''
+
  
−
|-
+
* This will be used a little later to give rights/permissions to a '''Staff.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Slide '''Important note-'''  
+
  
−
* Remember this username and password.  
+
|Remember this username and password.
−
* This will be used a little later to give rights/permissions to a''' Staff.'''
+
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Remember this username and password.  
+
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.'''  
+
|-
 +
|Click on '''Save''' at the top
 +
|After filling in all the details, go to the top of the page and click on '''Save.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the top of the page >> Click on '''Save'''  
+
|Cursor on '''Ms Bella Tony (1)'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| After filling in all the details,
+
|A new page with the name of the '''Patron''' and '''card number''' opens.
  
−
Go to the top of the page and click on '''Save.'''  
+
In this case, as entered earlier, the page has '''Patron '''as '''Ms Bella Tony '''with '''card number 1.'''
−
|-
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Ms Bella Tony (1)'''  
+
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page with the name of the '''Patron''' and '''card number''' opens.
+
|-
 +
|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.'''
  
−
In this case, as entered earlier, the page has''' Patron '''as '''Ms Bella Tony '''with '''card number''' '''1.'''  
+
|-
 +
|Cursor on '''More >> '''Click on '''Set Permissions'''
 +
|On the same page, locate the tab '''More''' and click on '''Set Permissions.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library use '''and '''Edit'''  
+
|Highlight '''Set permissions for Bella Tony'''
 +
|A new page with the title '''Set permissions for Bella Tony, '''opens up.
  
−
Cursor on '''Alternate address '''and '''Edit'''  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| To edit the sections, click on the '''Edit '''tab, located at the bottom of the respective sections.
+
|Click in the checkbox: '''(superlibrarian) Access to all librarian functions'''
 +
|Click on the checkbox for '''(superlibrarian) Access to all librarian functions.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
+
|Click '''Save'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now let us learn how to give permissions to the '''Patrons.'''  
+
|Then click on '''Save''' at the bottom of the page.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''More >> '''Click on '''Set Permissions'''
+
|Slide
−
| style="border:1pt solid #000001;padding:0.176cm;"| On the same page, locate the tab '''More''' and click on '''Set Permissions.'''
+
  
−
|-
+
'''Superlibrarian Ms Bella Tony''' having access to all '''library functions''', has been created.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on new page '''Set permissions for Bella Tony''', opens
+
|Now, '''Superlibrarian Ms Bella Tony,''' having access to all '''library functions''', has been created.
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page with the title '''Set permissions for Bella Tony, '''opens up.  
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click in the checkbox:
+
|
 +
Slide '''Importance of Superlibrarian'''
  
−
'''(superlibrarian) Access to all librarian functions'''  
+
With this '''superlibrarian account''', we can give rights/permissions to a '''Staff.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the checkbox for
+
  
−
'''(superlibrarian) Access to all librarian functions.'''  
+
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.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click '''Save'''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Then click on '''Save''' at the bottom of the page
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Slide
+
|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 Logout
 +
|Logout from your current session as a '''Database administrative user'''.
  
−
'''Superlibrarian Ms Bella Tony''' having access to all library functions, has been created.
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now, '''Superlibrarian Ms Bella Tony,''' having access to all library functions, has been created.
 
  
−
|-
+
To do so, go to the top right corner and click on '''No Library Set.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Slide''' Importance of Superlibrarian'''  
+
  
−
With this '''superlibrarian''' account, we can give rights/permissions to a''' Staff.'''  
+
From the drop-down, click on '''Logout.'''
  
−
+
|-
−
So, it’s a very important role in the '''Koha Library Management System.'''
+
|Log with '''Username Bella'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| 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.'''  
+
'''Password library'''
 +
|Now, login with the '''Superlibrarian account.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| How to give access to a '''Staff''' for a particular module?
+
|Slide
−
| style="border:1pt solid #000001;padding:0.176cm;"| Let’s now learn how to give access to a '''Staff''' for a particular module?
+
  
−
|-
+
A '''Superlibrarian '''can give rights/permissions to another '''Staff '''for accessing any other '''module.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click Logout
+
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Logout from your current session as a '''Database administrative user'''.
 
  
 +
For example-
 +
# '''Cataloging module'''
 +
# '''Circulation module'''
 +
# '''Serial Control'''
 +
# '''Acquisition''' etc.
  
−
To do so, go to the top right corner and click on '''No'''_'''Library'''_'''Set.'''  
+
|A '''Superlibrarian '''can give '''rights''' or '''permissions''' to another '''Staff '''for accessing any other '''module.'''
  
−
From the drop-down, click on''' Logout.'''
 
−
 
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Log in with '''Username Bella'''
 
−
 
−
 
−
'''Password library'''
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now, login with the '''Superlibrarian account.'''
 
−
 
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Slide
 
−
 
−
A '''Superlibrarian '''can give rights/permissions to another '''Staff '''for accessing any other '''module.'''
 
  
 
For example-  
 
For example-  
 +
# '''Cataloging module'''
 +
# '''Circulation module'''
 +
# '''Serial Control'''
 +
# '''Acquisition,''' etc.
  
−
# '''Cataloging module'''
+
|-
−
# '''Circulation module'''
+
|
−
# '''Serial Control'''
+
Click on the tab '''New Patron'''
−
# '''Acquisition''' etc.
+
−
 
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| A '''Superlibrarian''' can give rights/permissions to another '''Staff '''for accessing any other '''module.'''
+
−
+
−
For example-  
+
−
 
+
−
# '''Cataloging module'''
+
−
# '''Circulation module'''
+
−
# '''Serial Control'''
+
−
# '''Acquisition,''' etc.
+
−
 
+
−
|-
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the tab '''New Patron'''
+
−
 
+
−
From the drop-down select '''Library Staff'''
+
−
Select, '''Salutation '''as''' Ms.'''
+
−
 
+
−
Enter the '''Surname '''as''' Samruddhi'''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| As explained earlier '''Create a Patron.'''
+
−
 
+
−
 
+
−
Click on''' '''the tab '''New Patron'''
+
−
 
+
−
From the drop-down select '''Library Staff'''
+
−
 
+
−
Select, '''Salutation '''as''' Ms.'''
+
−
 
+
−
Enter''' '''the '''Surname '''as''' Samruddhi'''
+
−
|-
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| '''For Category: '''Select''' Library Staff '''from the''' '''drop-down.
+
−
 
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| '''For Category: '''Select''' Library Staff '''from the''' '''drop-down.
+
−
 
+
−
Do not select any other option.
+
−
|-
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on''' OPAC/Staff login'''
+
−
 
+
−
Enter the '''Username''' as '''Samrudhi'''
+
−
+
−
and '''Password '''as patron
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''  
+
  
−
enter the '''Username''' as '''Samrudhi'''  
+
Drop-down select '''Library Staff'''
  
−
and '''Password '''as patron.  
+
'''Salutation '''as '''Ms.'''
  
−
|-
+
'''Surname '''as '''Samruddhi'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Confirm password'''  
+
|As explained earlier '''Create a Patron.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Again, enter the same '''Password '''in the''' Confirm password''' field
+
  
−
|-
+
Click on the tab '''New Patron'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Remember this '''username''' and''' password''' as this will be used for further login as a '''staff'''.
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Remember this '''username''' and''' password''' as this will be used for further login as a '''staff'''.
+
  
−
|-  
+
From the drop-down select '''Library Staff'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click '''Save'''  
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| After filling in all the details, click on '''Save''' at the top of the page.
+
  
−
|-
+
Select '''Salutation '''as '''Ms.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now give permissions to this particular '''Patron.'''  
+
  
−
|-
+
Enter the '''Surname '''as '''Samruddhi'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab '''More '''and click on '''Set a Permissions.'''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab '''More '''and click on '''Set Permissions.'''  
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens up.
+
|'''For Category: '''Select '''Library Staff '''
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens with the title '''Set permissions for Samruddhi. '''  
+
|'''For Category: '''Select '''Library Staff '''from the drop-down.
  
−
This is the name of the '''Patron '''we created'''.'''
 
  
−
|-
+
Do not select any other option.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the checkbox for
+
  
−
'''(circulate) Check out and check in items.'''  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the checkbox for
+
|Cursor on '''OPAC/Staff login'''
  
−
'''(circulate) Check out and check in items'''.  
+
Enter the '''Username''' as '''Samrudhi''' and '''Password '''as '''patron'''.
 +
|Under the section '''OPAC/Staff login, '''
  
−
|-
+
*enter the '''Username''' as '''Samruddhi'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, click on the check box for:
+
*and '''Password '''as '''patron'''.
  
−
'''(catalogue) Required for staff login.'''  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, click on the check box for:
+
|Cursor on '''Confirm password'''
 +
|Again, enter the same '''Password '''in the '''Confirm password field.'''
  
−
'''(catalogue) Required for staff login.'''  
+
|-
−
|-
+
|Narration only
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:
+
|Remember this '''username''' and '''password''' as this will be used for further '''login''' as a '''staff'''.
  
−
'''(borrowers) Add, modify and view patron information'''  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:
+
|Click '''Save'''
 +
|After filling in all the details, click on '''Save''' at the top of the page.
  
−
'''(borrowers) Add, modify and view patron information'''  
+
|-
 +
|Narration only
 +
|Now give permissions to this particular '''Patron.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:
+
|Go to '''More '''>> click on '''Set a Permissions.'''
 +
|Go to the tab '''More '''and click on '''Set Permissions.'''
  
−
'''(reserveforothers) Place and modify holds for patrons'''  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next click on:
+
|A new page opens up.
 +
|A new page opens with the title '''Set permissions for Samruddhi.'''
  
−
'''(reserveforothers) Place and modify holds for patrons'''  
+
This is the name of the '''Patron '''we created.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab''' tools.'''  
+
|Click on the checkbox for '''(circulate) Check out and check in items.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, go to the tab''' tools.'''  
+
|Click on the checkbox for '''(circulate) Check out and check in items.'''.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign'''  
+
|Click on the check box for '''(catalogue) Required for staff login.'''
 +
|Next, click on the check box for '''(catalogue) Required for staff login.'''
  
−
Select
+
|-
 +
|Click on '''(borrowers) Add, modify and view patron information.'''
 +
|Also click on '''(borrowers) Add, modify and view patron information.'''
  
−
'''(batch_upload_patron_images) Upload patron images in a batch or one at time'''
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign''' here
+
|Click on the '''plus sign'''  
  
 +
Click on '''(reserveforothers) Place and modify holds for patrons.'''
 +
|Next, click on the '''plus sign '''here.
  
−
Select:
 
  
−
'''(batch_upload_patron_images) Upload patron images in a batch or one at time'''  
+
Click on '''(reserveforothers) Place and modify holds for patrons.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Select:
+
|Cursor on '''Edit catalog''' >> click on the '''plus sign.'''
−
+
−
'''(edit_patrons) Perfom batch modification of patrons'''  
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, select:
+
  
−
'''(edit_patrons) Perfom batch modification of patrons'''
 
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Select
 
  
 +
Click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data).'''
 +
|Now come to the tab '''Edit catalog'''
  
−
'''(import_patrons) Import patron data'''  
+
Click on the '''plus sign.'''  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Also select:
+
  
−
'''(import_patrons) Import patron data'''
 
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on tab:
 
  
−
'''(reports) Allow access to the reports module'''  
+
And click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data).'''
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, come to the tab:
+
|-
 +
|Cursor on '''Acquisition''' >> click on the '''plus sign.'''
  
−
'''(reports) Allow access to the reports module'''
 
  
−
|-
+
Click on '''(acquisition) Acquisition and/or suggestion management.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign'''.
+
|Next come to the tab '''Acquisition '''
  
−
Select:
+
Click on the '''plus sign.'''
  
−
'''(execute _reports) Execute SQL reports'''
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign '''here and''' '''
 
  
−
Select:
+
And click on '''(acquisition) Acquisition and/or suggestion management.'''
  
−
'''(execute _reports) Execute SQL reports'''  
+
|-
 +
|Cursor on '''tools''' >> click on the '''plus sign'''  
  
−
|-
+
Click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Then click on '''Save.'''  
+
|Next, for the tab '''tools, '''click on the '''plus sign''' here.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Then click on '''Save '''at the bottom of the page.
+
−
+
−
|-
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Ms. Samruddhi.'''  
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| With this we have given all required rights to a '''Library Staff '''with the name:
+
  
  
−
* '''Ms. Samruddhi.'''  
+
And click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click''' Logout.'''  
+
|Click on '''(edit_patrons) Perform batch modification of patrons'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now logout from the '''superlibrarian account.'''  
+
|Next, click on '''(edit_patrons) Perform batch modification of patrons.'''
  
−
To do so, go to the top right corner''' '''and click on '''Logout.'''  
+
|-
 +
|Click on '''(import_patrons) Import patron data'''
 +
|Also select '''(import_patrons) Import patron data.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
+
|Click on '''Edit authorities'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| With this we come to the end of this tutorial.  
+
|Next, also click on '''Edit authorities.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Summary
+
|Cursor on tab '''(reports) Allow access to the reports module'''
 +
|Next come to the tab '''(reports) Allow access to the reports module.'''
  
−
In this tutorial we learnt to:
+
|-
 +
|Click on the '''plus sign'''.
  
−
* Add a '''Patron category'''  
+
Select '''(execute _reports) Execute SQL reports'''
−
* Create a''' Patron'''  
+
|Click on the '''plus sign '''and select '''(execute _reports) Execute SQL reports'''.
−
* Create a '''Superlibrarian'''
+
−
* Give access to a '''Staff''' for particular module
+
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Let us summarise.  
+
|-
 +
|Click on '''Save.'''
 +
|Then click on '''Save '''at the bottom of the page.
  
−
In this tutorial we learnt to:
+
|-
 +
|Cursor on '''Ms. Samruddhi.'''
 +
|With this we have given all required rights to a '''Library Staff '''with the name '''Ms. Samruddhi.'''
  
−
* Add a '''Patron category'''
+
|-
−
* Create a''' Patron'''
+
|Click '''Logout.'''
−
* Create a '''Superlibrarian'''  
+
|Now logout from the '''superlibrarian account.'''  
−
* Give access to a '''Staff''' for particular module
+
  
−
|-
+
To do so, go to the top right corner and click on '''Logout.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| '''Assignments'''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| For '''Assignments'''
+
−
+
−
|-
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Patron category:'''  
+
  
−
* Add a new '''Patron Category'''- '''‘Research Scholar’'''
+
|-
 +
|Narration only
 +
|With this we come to the end of this tutorial.
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Add a new '''Patron Category'''- ‘'''Research Scholar’'''
+
|-
 +
|Summary
  
−
|-
+
In this tutorial we learnt to:
−
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Superlibrarian:'''
+
  
−
Add a new '''Staff''' for the following roles:
+
* Add a '''Patron category'''
 +
* Create a''' Patron'''
 +
* Create a '''Superlibrarian'''
 +
* Give access to a '''Staff '''for a particular '''module'''
  
−
# Assign all '''Cataloging rights'''
+
|Let us summarise.
−
# Add all '''Acquisition rights'''
+
  
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Superlibrarian:'''
+
In this tutorial we learnt to:
  
−
Add a new '''Staff''' for the following roles:
+
* Add a '''Patron category'''
 +
* Create a''' Patron'''
 +
* Create a '''Superlibrarian'''
 +
* Give access to a '''Staff '''for a particular '''module'''
  
−
# Assign all '''Cataloging rights'''  
+
|-
−
# Add all '''Acquisition rights'''  
+
|'''Assignments'''
 +
* Add a new '''Patron Category'''- ‘'''Research Scholar’'''
 +
|For '''Assignments'''
 +
*Add a new '''Patron Category- 'Research Scholar’'''
  
−
|-  
+
|-
−
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:  
+
|Assignment for '''Superlibrarian:'''
  
−
About '''Spoken Tutorial '''project
+
Add a new '''Staff''' for the following roles:
  
−
* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
+
# Assign all '''Cataloging rights'''
−
* It summarises the '''Spoken Tutorial project'''.
+
# Add all '''Acquisition rights'''
−
* If you do not have good bandwidth, you can download and watch it.
+
  
−
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| The video at the following link summarizes the '''Spoken Tutorial project.'''  
+
|Assignment for '''Superlibrarian:'''
  
−
Please download and watch it.
+
Add a new '''Staff''' for the following roles:
  
−
|-
+
# Assign all '''Cataloging rights'''
−
| style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:
+
# Add all '''Acquisition rights'''
  
−
'''Spoken Tutorial '''workshops
+
|-
 +
| Slide:
  
−
The '''Spoken Tutorial''' Project Team
+
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 summarises the '''Spoken Tutorial project'''.
 +
* If you do not have good bandwidth, you can download and watch it.
  
−
* Conducts workshops using spoken tutorials
+
|The video at the following link summarizes the '''Spoken Tutorial project.'''
−
* Gives certificates for those who pass an online test
+
−
* For more details, please write to '''contact@spoken-tutorial.org'''  
+
  
−
| style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| The''' Spoken Tutorial Project''' Team:
+
Please download and watch it.
  
−
* conducts workshops and
+
|-
−
* gives certificates.
+
| Slide:
  
−
For more details, please write to us.
+
'''Spoken Tutorial '''workshops
  
−
|-
+
The '''Spoken Tutorial''' Project Team
−
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"| Slide:
+
* Conducts workshops using spoken tutorials
 +
* Gives certificates for those who pass an online test
 +
* For more details, please write to '''contact@spoken-tutorial.org'''
  
−
'''Forum '''for specific questions
+
| The '''Spoken Tutorial Project''' Team:
−
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"| * Please post your timed queries in this forum.  
+
* conducts workshops and
 +
* gives certificates.
  
−
|-
+
For more details, please write to us.
−
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:
+
  
−
Acknowledgement
+
|-
 +
| Slide:
  
−
* '''Spoken Tutorial '''Project is a part of the '''Talk to a Teacher project'''  
+
'''Forum '''for specific questions
−
* It is supported by the '''National Mission on Education through ICT, MHRD, Government of India'''
+
| Please post your timed queries in this forum.
−
* More information on this Mission is available at
+
−
* [http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro]
+
  
−
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| '''Spoken Tutorial project '''is funded by''' NMEICT, MHRD, Government of India.'''
+
|-
 +
| 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 http://spoken-tutorial.org/NMEICT-Intro]
  
−
More information on this mission is available at this link.  
+
| '''Spoken Tutorial project '''is funded by '''NMEICT, MHRD, Government of India.'''
  
 +
More information on this mission is available at this link.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"|  
+
|
−
| style="border:1pt solid #000001;padding:0.176cm;"| This is Bella Tony from''' IIT Bombay '''signing off.  
+
|This is Bella Tony from '''IIT Bombay '''signing off.
  
−
Thank you for joining.  
+
Thank you for joining.
  
 
|}
 
|}

Latest revision as of 16:37, 21 February 2019

Topic: How to create a Superlibrarian

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 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 a particular module

Slide Number 3

System Requirement

To record this tutorial, I am using:
  • Ubuntu Linux OS 16.04 and
  • 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 in using the username and password Log in to Koha using your database administrator username and password.
Click on Koha Administration Click on Koha Administration.
Click on Patrons and circulation >> Patron categories Under 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.
Narration only As mentioned before, note that the fields marked in red are mandatory.
Details filled are as follows-

Category code as LS

Description as Library Staff

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.

Narration only With this a Patron Category has been created.
Narration only Next, we will learn how to add a Patron.
Click on Home 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 is 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 home page.

Click on Create Patron I will click on Create Patron.
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 in the details required under the various sections like:


Patron identity

Main address

Contact etc.

Show the filled in the details I have filled out 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 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: 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, Library 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 Bella

Password as library

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 Bella

Password as library

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.

Click on Save at the top 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.
Highlight Set permissions for Bella Tony 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 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.

Log with Username Bella


Password library

Now, login with the Superlibrarian account.
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.
A Superlibrarian can give rights or 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

Drop-down select Library Staff

Salutation as Ms.

Surname as Samruddhi

As explained earlier Create a Patron.

Click on the tab New Patron

From the drop-down select Library Staff

Select Salutation as Ms.

Enter the Surname as Samruddhi

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


Do not select any other option.

Cursor on OPAC/Staff login

Enter the Username as Samrudhi and Password as patron.

Under the section OPAC/Staff login,
  • enter the Username as Samruddhi
  • and Password as patron.
Cursor on Confirm password Again, enter the same Password in the Confirm password field.
Narration only Remember this username and password as this will be used for further login as a staff.
Click Save After filling in all the details, click on Save at the top of the page.
Narration only Now give permissions to this particular Patron.
Go to More >> 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 (circulate) Check out and check in items. Click on the checkbox for (circulate) Check out and check in items..
Click on the check box for (catalogue) Required for staff login. Next, click on the check box for (catalogue) Required for staff login.
Click on (borrowers) Add, modify and view patron information. Also click on (borrowers) Add, modify and view patron information.
Click on the plus sign

Click on (reserveforothers) Place and modify holds for patrons.

Next, click on the plus sign here.


Click on (reserveforothers) Place and modify holds for patrons.

Cursor on Edit catalog >> click on the plus sign.


Click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).

Now come to the tab Edit catalog

Click on the plus sign.


And click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).

Cursor on Acquisition >> click on the plus sign.


Click on (acquisition) Acquisition and/or suggestion management.

Next come to the tab Acquisition

Click on the plus sign.


And click on (acquisition) Acquisition and/or suggestion management.

Cursor on tools >> click on the plus sign

Click on (batch_upload_patron_images) Upload patron images in a batch or one at a time

Next, for the tab tools, click on the plus sign here.


And click on (batch_upload_patron_images) Upload patron images in a batch or one at a time.

Click on (edit_patrons) Perform batch modification of patrons Next, click on (edit_patrons) Perform batch modification of patrons.
Click on (import_patrons) Import patron data Also select (import_patrons) Import patron data.
Click on Edit authorities Next, also click on Edit authorities.
Cursor on tab (reports) Allow access to the reports module Next come to the tab (reports) Allow access to the reports module.
Click on the plus sign.

Select (execute _reports) Execute SQL reports

Click on the plus sign and select (execute _reports) Execute SQL reports.
Click on Save. Then click on Save at the bottom of the page.
Cursor on Ms. Samruddhi. With this we have given all required 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.

Narration only 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 a particular module
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 a particular module
Assignments
  • Add a new Patron Category- ‘Research Scholar’
For Assignments
  • 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 Acquisition 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

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.
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 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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