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 also 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 '''Patron categories'''
 +
| A new page '''Patron categories''' opens.
 +
 
 +
|-
 +
| Click on '''+New Category'''
 +
| Click on '''New Category.'''
 +
 
 +
|-
 +
| Cursor on '''New category'''
  
 
Cursor on-  
 
Cursor on-  
  
−
'''Category code:'''  
+
'''Category code:'''
  
−
'''Description:'''  
+
'''Description:'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| A new page '''New category '''opens up prompting us to fill in some details.  
+
| A new page, '''New category '''opens up, prompting us to fill in some details.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"|  Narration only
+
| Narration only
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| As mentioned before, note that the fields marked in red are mandatory.  
+
| As mentioned before, note that the '''fields''' marked in red are mandatory.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Details filled are as follows-  
+
| Details filled are as follows-
  
−
'''Category code '''as''' LS'''  
+
'''Category code '''as '''LS'''
  
−
'''Description''' as '''Library Staff'''  
+
'''Description''' as '''Library Staff'''
  
−
'''In months: 50'''  
+
'''In months: 50'''
  
−
Enter''' Age''' as''' 35'''  
+
Enter '''Age''' as '''35'''
  
 +
Show only the filled details in the video.
 +
| I have filled out a few details here. Please do so likewise.
  
−
Show only the filled details in the video.
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| I have filled out a few details here. Please do so likewise.  
+
| Cursor on '''Category type: &nbsp;>> '''From the drop-down select '''Staff'''
 +
| For '''Category type: '''from the drop-down list, select '''Staff.'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''Category type: >> '''From the drop-down select '''Staff'''  
+
| Cursor on '''Branches limitation:''' &nbsp;>> Select '''All Branches.'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| For '''Category type: '''from the drop-down list, select '''Staff.'''  
+
| For '''Branches limitation:''' select '''All Branches.'''
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on''' Branches limitation:''' >> Select '''All Branches.'''  
+
| Click on '''Save'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| For '''Branches limitation:''' select '''All Branches.'''
+
| Next, click on '''Save''' at the bottom of the page.
  
−
|-  
+
|-
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''Save'''
+
| Cursor on '''Library Staff'''
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Next, click on '''Save''' at the bottom of the page.
+
| The '''category''' name that we entered, appears on the page '''Patron categories.'''
−
+
−
|-
+
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''Library Staff'''  
+
−
| style="border:0.75pt solid #000001;padding:0.176cm;"| 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.
 
−
| 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.
 
  
−
|-
+
Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.
−
| 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.'''  
+
|-
 +
|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.
 
  
−
|-
+
Alternately, you may click on '''Patrons '''on the '''Koha home page'''.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Create Patron'''  
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| I will click on '''Create Patron'''.  
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens
+
|Click on '''Create Patron'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens.  
+
|I will click on '''Create Patron.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the tab '''+New Patron >> '''Select''' Library staff'''
+
|New page opens
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the tab '''+New Patron.'''
+
|A new page opens.
  
−
From the drop-down, I will select''' Library Staff.'''  
+
|-
 +
|Click on the tab '''+New Patron >> '''Select '''Library staff'''
 +
|Click on the tab '''New Patron.'''
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Add patron (Library Staff)'''
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page- '''Add patron (Library Staff)''', opens up.
 
  
−
|-  
+
From the drop-down, I will select '''Library Staff.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Show filled in details.  
+
  
−
Cursor on '''Patron identity'''  
+
|-
 +
|Cursor on '''Add patron (Library Staff)'''
 +
| A new page- '''Add patron (Library Staff)''', opens up.
  
−
Cursor on '''Main address'''
+
|-
 +
| Show filled in details.
  
−
Cursor on '''Contact'''  
+
Cursor on '''Patron identity'''
−
| style="border:0.75pt solid #000001;padding:0.071cm;"| Now, fill in the details required under the various sections like:
+
  
−
'''Patron identity'''
+
Cursor on '''Main address'''
−
'''Main address'''  
+
−
'''Contact''' etc.
+
  
−
|-
+
Cursor on '''Contact'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Show the filled in the details  
+
| Now, fill in the details required under the various sections like:
−
| 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.
 
  
−
|-
+
'''Patron identity'''
−
| style="border:1pt solid #000001;padding:0.176cm;"|
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Pause the video and fill in all details and then resume the video.
+
  
−
|-
+
'''Main address'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library management:'''  
+
  
−
Cursor on '''Card Number- 1'''  
+
'''Contact '''etc.
−
| 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.'''
+
|-
 +
|Show the filled in the details
 +
| I have filled out few details as shown here.
  
−
Hence, you will see a different number on your '''Koha interface.'''  
+
If you don’t have information for any '''field''' listed here, then just leave it blank.
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library'''
 
  
−
From the drop down, select, '''Spoken Tutorial Library'''
+
Pause the video and fill in all details and then resume the video.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next is '''Library.'''
+
  
 +
|-
 +
|Cursor on '''Library management:'''
  
−
From the drop-down, I will 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;"|
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Recall: the '''Spoken Tutorial Library''' was created earlier in this series.  
+
  
  
−
If you had given a different name, then choose that name here.  
+
Hence, you will see a different number on your '''Koha interface.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Category >> '''Select, '''Library Staff''' from the drop-down
+
|Cursor on '''Library'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| For '''Category''', I will select '''Library Staff''' from the drop-down.
+
  
−
|-
+
From the drop down, select, '''Spoken Tutorial Library'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor at section '''OPAC/Staff login'''  
+
  
−
Type '''Username '''as '''Bella''' >> '''Password''' as''' library'''
+
|Next is '''Library.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''enter '''Username '''and '''Password.'''  
+
  
 +
From the drop-down, I will select '''Spoken Tutorial Library.'''
  
−
Each new user should create a new '''Username '''and '''Password.'''
 
  
 +
Recall: the '''Spoken Tutorial Library''' was created earlier in this series.
  
−
I will enter the '''Username '''as '''Bella''' and '''Password''' as '''library'''.
 
  
−
|-
+
If you had given a different name, then choose that name here.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Enter
+
  
−
'''Confirm password: library123'''  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Again, enter the same password in '''Confirm password: '''field.
+
|Cursor on '''Category >> '''Select, '''Library Staff''' from the drop-down
 +
|For '''Category''', I will select '''Library Staff''' from the drop-down.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Slide '''Important note-'''  
+
|Cursor at section '''OPAC/Staff login'''
  
−
* Remember this '''username''' and '''password'''.
+
Enter:
−
* 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.
+
'''Username '''as '''Bella'''
  
−
This will be used a little later to give rights/permissions to a''' Staff.'''  
+
'''Password''' as '''library'''
 +
|Under the section '''OPAC/Staff login, '''enter '''Username '''and '''Password.'''
  
−
|-
+
Each new user should create a new '''Username '''and '''Password.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the top of the page >> Click on '''Save'''  
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| 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;"| 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.
+
I will enter the:
  
 +
'''Username '''as '''Bella'''
  
−
In this case, as entered earlier, the page has''' Patron '''as '''Ms Bella Tony '''with '''card number 1.'''  
+
'''Password''' as '''library'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library use '''and '''Edit'''
+
|Enter
  
−
Cursor on '''Alternate address '''and '''Edit'''  
+
'''Confirm password: '''&nbsp;'''library123'''
−
| 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.  
+
|Again, enter the same password in '''Confirm password: field'''.  
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
+
|Slide &nbsp;'''Important note-'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now let us learn how to give permissions to the '''Patrons.'''  
+
  
−
|-
+
* Remember this username and password.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''More >> '''>> Click on '''Set Permissions'''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| On the same page, locate the tab '''More''' and click on '''Set Permissions.'''
+
  
−
|-
+
* This will be used a little later to give rights/permissions to a '''Staff.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| New page
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page with the title '''Set permissions for Bella Tony, '''opens up.
+
  
−
|-
+
|Remember this username and password.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click in the checkbox:
+
−
'''(superlibrarian) Access to all librarian functions'''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the checkbox for '''(superlibrarian) Access to all librarian functions.'''
+
  
−
|-
+
This will be used a little later to give rights/permissions to a '''Staff.'''
−
| 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
+
|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.
  
−
'''Superlibrarian Ms Bella Tony''' having access to all library functions, has been created.
+
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;"| Now, '''Superlibrarian Ms Bella Tony,''' having access to all library functions, has been created.  
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Slide''' Importance of Superlibrarian'''  
+
|Cursor on '''Library use '''and '''Edit'''
  
−
*With this '''superlibrarian''' account, we can give rights/permissions to a''' Staff.'''  
+
Cursor on '''Alternate address '''and '''Edit'''
−
*So, it’s a very important role in the '''Koha Library Management System.'''  
+
|To edit the sections, click on the '''Edit '''tab, located at the bottom of the respective sections.
−
| 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.'''
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| How to give access to a '''Staff''' for a particular module?
+
|Narration only
−
| style="border:1pt solid #000001;padding:0.176cm;"| Let’s now learn how to give access to a '''Staff''' for a particular module.
+
|Now let us learn how to give permissions to the '''Patrons.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click '''No_Library_Set >> Logout'''
+
|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;"| Logout from your current session as a '''Database administrative user'''.  
+
|-
 +
|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.'''
  
−
To do so, go to the top right corner and click on '''No_Library_Set.'''  
+
|-
 +
|Click '''Save'''
 +
|Then click on '''Save''' at the bottom of the page.
  
 +
|-
 +
|Slide
  
−
From the drop-down, click on''' Logout.'''  
+
'''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.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Login with '''Username Bella'''  >> '''Password library'''
+
|
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now, login with the '''Superlibrarian account.'''  
+
Slide '''Importance of Superlibrarian'''
  
−
|-  
+
With this '''superlibrarian account''', we can give rights/permissions to a '''Staff.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Slide  
+
 
 +
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.'''
  
−
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.
 +
 +
|A '''Superlibrarian '''can give '''rights''' or '''permissions''' to another '''Staff '''for accessing any other '''module.'''
  
−
# '''Cataloging module'''
 
−
# '''Circulation module'''
 
−
# '''Serial Control'''
 
−
# '''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-  
 
For example-  
 +
# '''Cataloging module'''
 +
# '''Circulation module'''
 +
# '''Serial Control'''
 +
# '''Acquisition,''' etc.
  
−
# '''Cataloging module'''
+
|-
−
# '''Circulation module'''
+
|
−
# '''Serial Control'''
+
Click on the tab '''New Patron'''
−
# '''Acquisition,''' etc.
+
  
−
|-
+
Drop-down select '''Library Staff'''
−
| 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'''.
+
  
 +
'''Salutation '''as '''Ms.'''
  
−
Click on the tab '''New Patron'''.
+
'''Surname '''as '''Samruddhi'''
−
*From the drop-down select '''Library Staff'''.
+
|As explained earlier '''Create a Patron.'''
−
*Select, '''Salutation '''as''' Ms.'''  
+
−
*Enter the '''Surname '''as''' Samruddhi'''.
+
  
−
|-  
+
Click on the tab '''New Patron'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| '''For Category: '''Select''' Library Staff '''from the''' '''drop-down.  
+
 
 +
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.
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| '''For Category,''' select''' Library Staff '''from the drop-down.
 
  
 
Do not select any other option.
 
Do not select any other option.
−
 
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on''' OPAC/Staff login'''
 
  
−
Type '''Username''' as '''Samrudhi''' >> '''Password '''as '''patron'''
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''  
+
|Cursor on '''OPAC/Staff login'''
  
−
*enter the '''Username''' as '''Samrudhi'''  
+
Enter the '''Username''' as '''Samrudhi''' and '''Password '''as '''patron'''.
−
*and '''Password '''as '''patron'''.  
+
|Under the section '''OPAC/Staff login, '''
  
−
|-
+
*enter the '''Username''' as '''Samruddhi'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Confirm password'''  
+
*and '''Password '''as '''patron'''.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Again, enter the same '''Password '''in the''' Confirm password''' field.  
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
+
|Cursor on '''Confirm password'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Remember this '''username''' and''' password''' as this will be used for further login as a '''staff'''.
+
|Again, enter the same '''Password '''in the '''Confirm password field.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click '''Save'''  
+
|Narration only
−
| style="border:1pt solid #000001;padding:0.176cm;"| After filling in all the details, click on '''Save''' at the top of the page.  
+
|Remember this '''username''' and '''password''' as this will be used for further '''login''' as a '''staff'''.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
+
|Click '''Save'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now give permissions to this particular '''Patron.'''  
+
|After filling in all the details, click on '''Save''' at the top of the page.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''More >> Set a Permissions.'''
+
|Narration only
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab '''More '''and click on '''Set Permissions.'''  
+
|Now give permissions to this particular '''Patron.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| New page
+
|Go to '''More '''>> click on '''Set a Permissions.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens with the title '''Set permissions for Samruddhi. '''  
+
|Go to the tab '''More '''and click on '''Set Permissions.'''
  
−
This is the name of the '''Patron '''we created.
+
|-
 +
|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.
−
| 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 '''(circulate) Check out and check in items'''.  
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the check box for '''(catalogue) Required for staff login.'''  
+
|Click on the checkbox for '''(circulate) Check out and check in items.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, click on the check box for '''(catalogue) Required for staff login.'''  
+
|Click on the checkbox for '''(circulate) Check out and check in items.'''.
−
|-
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:
+
  
−
'''(borrowers) Add, modify and view patron information'''  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Also, click on:
+
|Click on the check box for '''(catalogue) Required for staff login.'''
 +
|Next, click on the check box for '''(catalogue) Required for staff login.'''
  
−
'''(borrowers) Add, modify and view patron information'''  
+
|-
 +
|Click on '''(borrowers) Add, modify and view patron information.'''
 +
|Also click on '''(borrowers) Add, modify and view patron information.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''plus sign''' >> click  on: '''(reserveforothers) Place and modify holds for patrons'''
+
|Click on the '''plus sign'''  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next click on the plus sign here.  Click on:
+
  
−
'''(reserveforothers) Place and modify holds for patrons'''  
+
Click on '''(reserveforothers) Place and modify holds for patrons.'''
 +
|Next, click on the '''plus sign '''here.
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab''' editcatalogue'''  >> click on '''plus sign''' >> click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data'''.
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, come to the tab''' edit catalogue'''.
 
  
 +
Click on '''(reserveforothers) Place and modify holds for patrons.'''
  
−
Click on the plus sign.
+
|-
 +
|Cursor on '''Edit catalog''' >> click on the '''plus sign.'''
  
  
−
And click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data'''.
+
Click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data).'''
 +
|Now come to the tab '''Edit catalog'''
  
−
|-
+
Click on the '''plus sign.'''  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab''' acquisition'''  >> click on '''plus sign''' >> click on ''(acquisition) Acquisition and/or suggestion management'''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, come to the tab''' acquisition.'''  
+
  
  
−
Click on the '''plus sign'''.
+
And click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data).'''
  
 +
|-
 +
|Cursor on '''Acquisition''' >> click on the '''plus sign.'''
  
−
And click on '''(acquisition) Acquisition and/or suggestion management'''.
 
  
−
|-
+
Click on '''(acquisition) Acquisition and/or suggestion management.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab''' tools.'''  
+
|Next come to the tab '''Acquisition '''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, for the tab''' tools.'''  
+
  
−
|-
+
Click on the '''plus sign.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign''' >> Select '''(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.
+
  
  
−
And click on '''(batch_upload_patron_images) Upload patron images in a batch or one at time'''  
+
And click on '''(acquisition) Acquisition and/or suggestion management.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Select 
+
|Cursor on '''tools''' >> click on the '''plus sign'''  
−
'''(edit_patrons) Perform batch modification of patrons'''  
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, click on  
+
−
'''(edit_patrons) Perform batch modification of patrons'''.
+
  
−
|-
+
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;"| Select '''(import_patrons) Import patron data'''  
+
|Next, for the tab '''tools, '''click on the '''plus sign''' here.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Also select
+
−
'''(import_patrons) Import patron data'''.
+
−
+
−
|-
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Select '''(editauthorities)'''
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next also click on  
+
−
'''edit authorities'''.
+
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Point to tab
 
−
'''(reports) Allow access to the reports module'''
 
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, come to the tab
+
And click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time.'''
−
'''(reports) Allow access to the reports module'''.
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign''' >> Select '''(execute _reports) Execute SQL reports'''  
+
|Click on '''(edit_patrons) Perform batch modification of patrons'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign ''' and select '''(execute _reports) Execute SQL reports'''  
+
|Next, click on '''(edit_patrons) Perform batch modification of patrons.'''
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Save.'''  
+
|Click on '''(import_patrons) Import patron data'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Then click on '''Save '''at the bottom of the page.
+
|Also select '''(import_patrons) Import patron data.'''
−
+
−
|-
+
−
| 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.'''  
+
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click L'''Spoken Tutorial Library >> Logout.'''  
+
|Click on '''Edit authorities'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| Now logout from the '''superlibrarian account.'''  
+
|Next, also click on '''Edit authorities.'''
  
−
To do so, go to the top right corner.
+
|-
 +
|Cursor on tab '''(reports) Allow access to the reports module'''
 +
|Next come to the tab '''(reports) Allow access to the reports module.'''
  
−
Click on '''Spoken Tutorial Library'''.
+
|-
 +
|Click on the '''plus sign'''.  
  
−
From the drop down click on '''Log out'''
+
Select '''(execute _reports) Execute SQL reports'''
 +
|Click on the '''plus sign '''and select '''(execute _reports) Execute SQL reports'''.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
+
|Click on '''Save.'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| With this we come to the end of this tutorial.  
+
|Then click on '''Save '''at the bottom of the page.
  
−
|-  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Summary
+
|Cursor on '''Ms. Samruddhi.'''
 +
|With this we have given all required rights to a '''Library Staff '''with the name '''Ms. Samruddhi.'''
  
−
In this tutorial we learnt to:
+
|-
 +
|Click '''Logout.'''
 +
|Now logout from the '''superlibrarian account.'''
  
−
* Add a '''Patron category'''
+
To do so, go to the top right corner and click on '''Logout.'''
−
* Create a''' Patron'''
+
−
* Create a '''Superlibrarian'''
+
−
* Give access to a '''Staff''' for particular module
+
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Let us summarise.  
+
|-
 +
|Narration only
 +
|With this we come to the end of this tutorial.
  
−
In this tutorial we learnt to:
+
|-
 +
|Summary
  
−
* Add a '''Patron category'''
+
In this tutorial we learnt to:
−
* Create a''' Patron'''
+
−
* Create a '''Superlibrarian'''
+
−
* Give access to a '''Staff''' for particular module
+
  
−
|-
+
* Add a '''Patron category'''
−
| style="border:1pt solid #000001;padding:0.176cm;"| '''Assignments'''  
+
* Create a''' Patron'''
 +
* Create a '''Superlibrarian'''
 +
* Give access to a '''Staff '''for a particular '''module'''
  
−
* Add a new '''Patron Category - ‘Research Scholar’'''
+
|Let us summarise.
−
| style="border:1pt solid #000001;padding:0.176cm;"| For '''Assignments'''
+
−
+
−
*Add a new '''Patron Category'''- ‘'''Research Scholar’'''.
+
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Superlibrarian:'''
 
  
−
Add a new '''Staff''' for the following roles:  
+
In this tutorial we learnt to:
  
−
# Assign all '''Cataloging rights'''  
+
* Add a '''Patron category'''
−
# Add all '''Acquisition rights'''  
+
* Create a''' Patron'''
 +
* Create a '''Superlibrarian'''
 +
* Give access to a '''Staff '''for a particular '''module'''
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Superlibrarian:'''  
+
|-
 +
|'''Assignments'''
 +
* Add a new '''Patron Category'''- ‘'''Research Scholar’'''
 +
|For '''Assignments'''
 +
*Add a new '''Patron Category- 'Research Scholar’'''
  
−
Add a new '''Staff''' for the following roles:
+
|-
 +
|Assignment for '''Superlibrarian:'''
  
−
# Assign all '''Cataloging rights'''
+
Add a new '''Staff''' for the following roles:
−
# Add all '''Acquisition rights'''  
+
  
−
|-
+
# Assign all '''Cataloging rights'''
−
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:
+
# Add all '''Acquisition rights'''
  
−
About '''Spoken Tutorial '''project
+
|Assignment for '''Superlibrarian:'''
  
−
* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
+
Add a new '''Staff''' for the following roles:
−
* It summarises the '''Spoken Tutorial project'''.
+
−
* 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.'''  
+
# Assign all '''Cataloging rights'''
 +
# Add all '''Acquisition rights'''
  
−
Please download and watch it.
+
|-
 +
| Slide:
  
−
|-
+
About '''Spoken Tutorial '''project
−
| 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:
+
* 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.
  
−
'''Spoken Tutorial '''workshops
+
|The video at the following link summarizes the '''Spoken Tutorial project.'''
  
−
The '''Spoken Tutorial''' Project Team:
+
Please download and watch it.
  
−
* Conducts workshops using spoken tutorials
+
|-
−
* Gives certificates for those who pass an online test
+
| Slide:
−
* 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:
+
'''Spoken Tutorial '''workshops
−
* conducts workshops and
+
−
* gives certificates.
+
  
−
For more details, please write to us.  
+
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:
−
| 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 and
 +
* gives certificates.
  
−
'''Forum '''for specific questions
+
For more details, please write to us.
−
| 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.  
+
  
−
|-  
+
|-
−
| 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:  
+
| Slide:
  
−
Acknowledgement
+
'''Forum '''for specific questions
 +
| Please post your timed queries in this forum.
  
−
* '''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'''
+
| Slide:
−
* 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.'''  
+
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]
  
 +
| '''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.
  
−
|-  
+
|-
−
| 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.
  
 
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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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