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

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Topic: '''How to create a Library'''
  
−
{| style="border-spacing:0;"
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Contributor: Bella Tony, IIT Bombay
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| style="border:0.75pt solid #000000;padding:0.176cm;"| <center>'''Visual Cue'''</center>
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| style="border:0.75pt solid #000000;padding:0.176cm;"| <center>'''Narration'''</center>
+
  
−
|-
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Domain Expert: Manju Naika, Central Library, IIT Bombay
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide
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Title Slide
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Welcome to the Spoken Tutorial on '''How to create a Library in Koha.'''
+
  
−
|-
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Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide
+
  
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Learning Objectives
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Keywords: Koha administration, Basic parameters, Libraries and groups, Library code, OPAC info
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| style="border:0.75pt solid #000000;padding:0.176cm;"| In this tutorial we will learn how to -
+
  
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* Create a library,
+
 
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* Create a Group
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{| border =1
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* Edit a library
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| <center>'''Visual Cue'''</center>
 +
| <center>'''Narration'''</center>
  
 
|-
 
|-
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide  
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| Slide 1
  
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System Requirement
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Title Slide
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| To record this tutorial, I am using
+
| Welcome to the Spoken Tutorial on '''How to create a Library in Koha.'''
−
 
+
−
* '''Ubuntu Linux OS 16.04'''
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* '''Koha version 16.05'''  
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide  
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| Slide Number 2
  
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Pre-requisites
+
Learning Objectives
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| To follow this tutorial, learners should have knowledge of '''Library Science.'''  
+
| In this tutorial we will learn how to -
 +
* Create a library and
 +
* Create a '''Group'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide  
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| Slide Number 3
  
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Pre-requisites
+
System Requirement
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| style="border:0.75pt solid #000000;padding:0.071cm;"| To practice this tutorial, you should have '''Koha '''installed on your system.
+
| To record this tutorial, I am using
−
 
+
* '''Ubuntu Linux OS 16.04'''
−
And you should also have '''Admin''' access in '''Koha.'''  
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* '''Koha version 16.05'''
−
 
+
−
For more details, please refer to the '''Koha Spoken Tutorial '''series on this website.
+
  
 
|-
 
|-
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Show''' Koha '''interface
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| Slide 4a
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Let us begin.
+
−
 
+
−
I have already installed '''Koha''' on my system.
+
  
−
Let me switch to the interface.  
+
Pre-requisites
 +
|  To follow this tutorial, learners should have knowledge of '''Library Science.'''
  
 
|-
 
|-
−
| style="border-top:0.75pt solid #000000;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.176cm;"| Log into '''Koha '''with '''Username '''as '''koha_library '''and '''Password '''as '''<nowiki>******</nowiki>'''.
+
| Slide 4b
  
 +
Pre-requisites
  
 +
|  To practice this tutorial, you should have '''Koha '''installed on your system.
  
−
| style="border-top:0.75pt solid #000000;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.176cm;"| Log into '''Koha '''using the '''username '''and '''password '''given at the time of installation'''.'''  
+
And you should also have '''Admin''' access in '''Koha.'''
  
−
On my system, I had given '''Username '''as '''koha_library.'''
 
  
−
Now type the '''Password '''that was noted down from the '''conf.xml '''file.  
+
For more details, please refer to the '''Koha Spoken Tutorial '''series on this website.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.176cm;"|
+
|
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| style="border:1pt solid #000000;padding:0.176cm;"| The '''Koha''' main page opens.  
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Show Koha interface
 +
| Let us begin.
  
−
|-
+
I have already installed '''Koha''' on my system.
−
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.176cm;"| Cursor on dialogue box
+
−
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.176cm;"| On the main page, a dialog box appears prompting us to create a '''Patron.'''  
+
  
−
You may ignore this dialog box for now.
+
Let me switch to the '''Koha interface'''.
−
 
+
−
It will be explained in a later tutorial in the same series.  
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"|
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|Log into '''Koha '''with '''Username '''as '''koha_library '''and '''Password '''as '''<nowiki>******</nowiki>'''.
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| First of all we will start by enabling '''AutoLocation'''.  
+
  
−
We will be using this information later in this tutorial.  
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|Log into '''Koha '''using the '''username '''and '''password '''given at the time of installation.
  
−
|-
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On my system, I had given '''Username '''as '''koha_library.'''
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Go to '''Koha''' '''Administration'''>> '''Global System Preferences'''
+
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Go to '''Koha Administration'''.
+
  
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Click on '''Global System Preferences'''.  
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Now type the '''Password '''that was noted down from the '''conf.xml '''file.
  
 
|-
 
|-
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Click on the tab '''Administration '''
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|
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Click on the tab '''Administration''', located on the left side.  
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|The '''Koha''' main page opens.
−
 
+
−
Under the section '''Login options, '''
+
−
 
+
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go to '''AutoLocation '''
+
−
 
+
−
and from the drop down change No to Yes
+
  
 
|-
 
|-
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Go to the bottom of the page.
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| '''SLIDE'''
  
−
Click on '''Save all Administration preferences '''.
+
While setting up '''Koha-'''
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| style="border:0.75pt solid #000000;padding:0.071cm;"| Next go to the bottom of the page.  
+
* We should add the details of every '''Branch library''' that we will create in '''Koha.'''
 +
* This data is used in several areas of '''Koha'''.
  
−
And click on '''Save all Administration preferences'''.
+
|  Note that-
  
−
|-
+
While setting up '''Koha-'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"|
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* We should add the details of every '''Branch library''' that we will create in '''Koha.'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Let’s move ahead.  
+
* This data is used in several areas of '''Koha '''later.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide
+
|
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| While setting up '''Koha-'''
+
| Now, let’s add a new library.
−
 
+
−
* Add information for every '''Branch Library''' that will be shared through your system.
+
−
* This data is used in several areas of '''Koha'''.  
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"|
+
| Show Koha interface
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Now, let’s add a new library'''.'''  
+
| Switch back to '''Koha interface'''.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Show '''Koha''' interface
+
| '''Home >> Koha Administration'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Switch back to '''Koha''' interface
+
| Go to '''Home''' and click on '''Koha Administration.'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| '''Home >> Koha Administration'''  
+
| Go to section''' Basic parameters'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Go to '''Home''' and click on '''Koha Administration.'''  
+
| Locate the section''' Basic parameters.'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Go to section '''Basic parameters'''  
+
| Click on- '''Libraries and groups'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Locate the section '''Basic parameters.'''  
+
| Click on '''Libraries and groups.'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Click on- '''Libraries and groups'''  
+
| Click on tab ''''+ New Library''''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Click on '''Libraries and groups.'''  
+
| To add a new library, click on the tab ''''+ New Library''''
  
−
|-
+
We will skip the '''groups''' section for now.
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| <nowiki>* Click on tab '</nowiki>'''+ New Library''''
+
−
 
+
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| To add a new '''library:'''
+
−
 
+
−
* Click on tab ''''+ New Library''''
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Cursor on ''''+ New Group''''
+
| Point to the red asterisk fields
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| If you want to add a new '''group'''
+
| In this page, note that all the fields marked in red are mandatory.
−
 
+
−
* Click on tab ''''+ New Group''''
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Cursor on new Library  
+
| Pause and fill in the details
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| We will add a new Library
+
| Fill in the fields '''Library code '''and '''Name '''for your library, as I have done here.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Point to the red asterisk fields
+
| Red box highlight on '''library code'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Note that: all the field marked in red are mandatory.
+
| Some important things to note are-
 +
* There should be no space in the''' Library code'''
 +
* And it should be less than 10 characters long.
 +
* This code will be used as a unique identifier in the '''database'''.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Pause and fill in the details  
+
| Red box highlight on Address section
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| * Fill in the fields '''Library code '''and '''Name '''for your '''library '''as I have done here.  
+
| The next section is where we have to fill our library’s contact details like-
 +
 
 +
*Address, phone no., etc.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on '''library code'''
+
| Fill in the details as follows-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Some important things to note.
+
  
−
* The '''library code''' should not contain spaces and should not be more than 10 characters.
 
  
−
* '''This code will be used as a unique identifier in the database.'''  
+
* '''Address line 1: IIT Bombay'''
 +
* '''Address line 2: Powai'''
 +
* '''Address line 3: ---'''
 +
* '''City: Mumbai'''
 +
* '''State: Maharashtra'''
 +
* '''ZIP/Postal code: 400076'''
 +
* '''Country: India'''
 +
* '''Phone: **********'''
 +
* '''Fax:'''
 +
|  I have filled the details as shown here.
  
−
|-
+
If you don’t have information for any '''field''' listed here, then just leave it blank.
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Point to '''Groups'''  
+
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| We will skip the '''Groups''' section for now.  
+
  
−
|-
 
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on Address section
 
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| The next section is where we have to fill our library’s contact details like-
 
  
−
Address, phone no., etc.  
+
Likewise, fill in your library’s details on this page.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Fill in the details as follows-
+
| Previous screen
−
 
+
−
 
+
−
* '''Address line 1: IIT Bombay'''
+
−
* '''Address line 2: Powai'''
+
−
* '''Address line 3: ---'''
+
−
* '''City: Mumbai'''
+
−
* '''State: Maharashtra'''
+
−
* '''ZIP/Postal code: 400076'''
+
−
* '''Country: India'''
+
−
* '''Phone: **********'''
+
−
* '''Fax:'''
+
  
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| I have filled the details as shown here.  
+
Highlight Address and Phone with a red box
 +
| The '''address '''and '''phone''' details can be used to make custom notices for your library later.
  
−
If you don’t have information for any field listed here, then just leave it blank.
 
  
−
Likewise, fill in your library’s details on this page.  
+
These details can also be used by members when they want to contact the library.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Previous screen
+
| Red box highlight on '''Email id'''
 +
|  The '''Email id field''' is not mandatory, as you can see.
  
−
Highlight Address and Phone with a red box
+
However, it is extremely important to have an '''email id''' for the library you create.
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| The '''address '''and '''phone''' details can be used to make custom notices for your library.  
+
  
−
These details can also be used by members when they want to contact the library.  
+
This is the '''email id''' from where the notices to the members go to and come from.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on '''Email id'''  
+
| Fill''' abtworkshop21@gmail.com'''
−
 
+
| '''Gmail id '''is preferable as it can be easily configured for sending mail and/or receiving mail.
−
 
+
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| The '''Email id '''field is not mandatory, as you can see.
+
−
 
+
−
However, it is extremely important to have an email id for the library you create.
+
−
 
+
−
This is the email id from where the notices to the members go to and come from.  
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Fill '''abtworkshop21@gmail.com'''  
+
| Point to '''Reply-To '''and '''Return-Path '''fields.
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| '''Gmail id '''is preferable as it can be configured for sending mail and/or receiving mail.  
+
| Below the '''Email id field''', we have the '''Reply-To '''and '''Return-Path fields'''.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Point to '''Reply-To '''and '''Return-Path '''fields.
+
| Red box highlight on '''Reply-To'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Below the '''Email id '''field, we have '''Reply-To '''and '''Return-Path '''fields.
+
  
−
|-
+
Fill''' stlibreoffice@gmail.com'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on '''Reply-To'''  
+
| '''Reply-To'''
  
−
Fill '''stlibreoffice@gmail.com'''  
+
If you would like to specify another default '''email address''' for all replies to notices, you can do that here.
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| '''Reply-To'''
+
  
−
If you would like to specify another default email address-
 
  
−
for all replies to notices, you can do that here.
+
I will add '''Reply-To email id''' as''' stlibreoffice@gmail.com'''
−
 
+
−
I will add '''Reply-To '''email id as [mailto:stlibreoffice@gmail.com stlibreoffice@gmail.com],
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Point to '''Email id'''  
+
| Point to '''Email id'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| If this is left blank, then all replies will go to the '''Email id''' given above.  
+
| If this is left blank, then all replies will go to the''' Email id''' given above.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"|
+
|
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Coming to '''Return-Path, '''this is the email address that all bounced messages will go to.  
+
| Coming to '''Return-Path.'''
 +
 
 +
This is the '''email address''' that all bounced messages will go to.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Point to '''Email id'''  
+
| Point to '''Email id'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| If this is left blank, then all bounced messages will go to the '''Email id''' given above.  
+
| If this is left blank, then all bounced messages will go to the''' Email id''' given above.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on '''Email id''', '''Reply-To, Return-Path'''  
+
| Red box highlight on '''Email id''', '''Reply-To, Return-Path'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| So basically, three different email ids can be used for  
+
| So basically, three different '''email ids''' can be used for  
−
 
+
# '''Email id '''
−
* '''Email id'''
+
# '''Reply-To '''and  
−
 
+
# '''Return-Path'''
−
* '''Reply-To '''and''' Return-Path'''
+
−
 
+
−
However, if only one email id is provided then by default-
+
  
−
'''Koha''' will use it for all three fields.
+
However, if only one '''email id''' is provided then, by default, '''Koha''' will use it for all the three '''fields'''.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on URL
+
| Red box highlight on '''URL'''
  
−
[http://www.iitb.ac.in/en/education/academic-divisions http://www.iitb.ac.in/en/education/academic-divisions]
+
''http://www.iitb.ac.in/en/education/academic-divisions''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Next, mention the '''URL''' of your library in the field like I have done here  
+
| Next, mention the '''URL''' of your library in the '''field''', like I have done here.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Show the screenshot of the holdings table on the OPAC  
+
| Show the screenshot of the '''holdings table '''on the '''OPAC'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| If the '''URL''' field is filled, then the library name will be linked in the '''holdings table''' on the '''OPAC.'''  
+
| On filling the '''URL field''', the particular library name will be linked in the '''holdings table''' on the '''OPAC.'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"|
+
|
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| After this, we have to fill in '''OPAC info.'''  
+
| After this, we have to fill in the '''OPAC info.'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| In '''OPAC info:'''  
+
| In '''OPAC info:'''
  
 
Fill the following-  
 
Fill the following-  
  
−
'''Spoken Tutorial Library, Mumbai.'''  
+
'''Spoken Tutorial Library, Mumbai.'''
  
−
'''Powai- 400001'''  
+
'''Powai- 400001'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| This is where you have to put information about your library.  
+
| This is where you have to put information about your library.
  
−
I have entered information about my library, here.  
+
 
 +
I have entered some information about my library here.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Show the screenshot of mouse-over on Library name in the holdings table on the OPAC  
+
| Show the screenshot of mouse-over on Library name in the '''holdings table '''on the '''OPAC'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| This info will appear in the '''OPAC-'''
+
| This info will appear in the '''OPAC, '''when we move the cursor over the library name in the '''holdings table.'''
  
 +
|-
 +
|  Slide
  
−
when the cursor is moved over the library name in the '''holdings table.'''  
+
OPAC info:
 +
| 
 +
*If the '''URL''' for a particular '''branch '''library is put in this '''field''',
 +
* then '''OPAC''' will tell us the '''branch''' library where the book is available.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide
+
| SLIDE
  
−
=== OPAC info: ===
+
OPAC info:
 +
| 
 +
* To get the hyper-link address information hover the mouse on the link.
 +
* This will give the address of the particular '''branch''' library where the book can be issued from.
  
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| If the '''URL''' for a particular branch library is put in this field, then-
+
|-
 +
|Point to '''IP address'''
 +
|Next we have the '''IP address.'''
  
−
 
+
|-
−
* '''OPAC''' will tell us the branch library where the book is available.
+
| 
 +
|Let’s switch back to the '''Koha interface.'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide
+
|Point to IP
  
−
OPAC info:
+
Narration only
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| <nowiki>* To get the hyper-link address information hover the mouse on the link </nowiki>
+
| If you want to restrict '''Koha admin access''' to a particular '''IP address''' then you can specify the '''IP''' here.
  
−
* This will give the address of the particular branch library:
+
Else, you can leave it blank.
−
* where the book can be issued from.  
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Point to IP address
+
| Point to IP
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Next we have the '''IP address.'''
+
  
−
|-
+
Narration only
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on IP address
+
| I will leave it blank.
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| '''IP address''' has to be filled in if you plan on limiting access of your staff to a specific IP address.
+
−
 
+
−
I will leave this blank  
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on IP address
+
| Red box highlight on '''Notes'''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Please note - we had enabled AutoLocation at the beginning of this tutorial.  
+
| Lastly, we have the '''Notes field'''.  
  
−
So here, '''IP address '''has to be mentioned.
 
  
−
|-
+
This is where you can fill in any notes for future reference.  
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Red box highlight on Notes
+
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Lastly, we have the '''Notes '''field. &nbsp;
+
  
−
This is where you can fill in any notes for your reference. &nbsp;These will not be displayed in '''OPAC.'''  
+
These will not be displayed in '''OPAC.'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Click on the Submit button  
+
| Click on the '''Submit''' button
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| After entering all the details, click on the '''Submit '''button.  
+
| After entering all the details, click on the '''Submit '''button.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Cursor on the name of the new added library
+
| Cursor on the page''' Libraries'''
  
−
Cursor on the page Libraries
+
Cursor on the '''Spoken Tutorial Library'''
 +
|  The name of the newly added library appears on the '''Libraries '''page.
  
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| The name of the newly added library appears on the '''Libraries '''page.
+
 
 +
In our case, '''Spoken Tutorial Library.'''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"|
+
|
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| <<PAUSE>>
+
| Let us now see when to use the '''Group Library '''option.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"|
+
| Cursor on ''''+ New Group''''
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Let us now see when to use the '''Group Library '''option.
+
| If you want to add a new''' group''', click on the tab ''''+ New Group''''
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide  
+
| Slide
−
 
+
−
Use '''Group Library '''to group branch libraries like-
+
  
 +
Use '''Group Library '''to group''' '''branch libraries like-
 
* Chemistry Library,  
 
* Chemistry Library,  
 
* Physics Library,  
 
* Physics Library,  
−
* Biology Library  
+
* Biology Library
−
 
+
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Suppose you have a few branch libraries for e.g.-
+
  
 +
|  Suppose you have a few '''branch''' libraries for e.g.-
 
* Chemistry Library,  
 
* Chemistry Library,  
 
* Physics Library,  
 
* Physics Library,  
−
* Biology Library  
+
* Biology Library
  
−
and you want to group them.  
+
and you want to '''group''' them.
  
 
In such a scenario use the '''Group Library '''option.  
 
In such a scenario use the '''Group Library '''option.  
  
−
Name this group as '''Science library '''which falls under the main library.  
+
Name this group as '''Science library '''which falls under the main library.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide  
+
| Slide
  
−
Grouping can be done on the basis of-
+
Grouping can be done on the basis of similarities and/or some similar characteristics etc.
  
−
* similarities and/or some similar characteristics etc.
+
| Grouping can be done on the basis of similarities and/or similar characteristics etc.
−
 
+
−
 
+
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Grouping can be done on the basis of-
+
−
 
+
−
* similarities and/or similar characteristics etc.  
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.071cm;"|
+
| Click Logout
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| This brings us to the end of this tutorial.  
+
| Logout from your current session as a '''Database administrative user'''.
  
−
|-
 
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Slide
 
  
−
Summary
+
To do so, go to the top right corner and click on '''No Library Set.'''
  
−
| style="border:0.75pt solid #000000;padding:0.071cm;"| Let us summarize
 
  
−
In this tutorial we learnt to-  
+
From the drop-down, click on''' Logout.'''
  
−
* Create a library
+
|-
−
 
+
| 
−
* Create a new Group
+
|  This brings us to the end of this tutorial.
−
* Edit a library
+
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.106cm;"| Slide  
+
| Slide
  
−
Assignment
+
Summary
 +
|  Let us summarize
  
−
* '''Create a new library and'''
+
In this tutorial we learnt to-
−
* '''Create a new group'''
+
* Create a library and
 +
* Create a new '''Group'''
  
 +
|-
 +
|  Slide
  
−
| style="border:0.75pt solid #000000;padding:0.106cm;"| As an assignment-
+
Assignment
−
 
+
* Create a new library and
−
* '''Create a new library and'''
+
* Create a new '''group'''
−
* '''Create a new group'''  
+
  
 +
|  As an assignment-
 +
* Create a new library and
 +
* Create a new''' group '''
  
 
|-
 
|-
−
| style="border-top:0.75pt solid #000000;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.176cm;"| Slide  
+
|Slide  
  
−
About '''Spoken Tutorial project'''  
+
About '''Spoken Tutorial project'''
  
−
The video at the following link summarises the '''Spoken Tutorial project.'''  
+
The video at the following link summarises the '''Spoken Tutorial project.'''
  
−
Please download and watch it.  
+
Please download and watch it.
−
| style="border-top:0.75pt solid #000000;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.176cm;"| The '''video at the f'''ollowing link summarises the '''Spoken Tutorial project.'''  
+
|The video at the following link summarises the '''Spoken Tutorial project.'''
  
−
Please download and watch it.  
+
Please download and watch it.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.176cm;"| Slide  
+
|Slide  
  
−
'''Spoken Tutorial workshops'''  
+
'''Spoken Tutorial workshops'''
  
−
The '''Spoken Tutorial Project''' team:*  
+
The''' Spoken Tutorial Project''' team:
 +
*conducts workshops using spoken tutorials and
 +
* gives certificates on passing online tests.
  
−
conducts workshops using spoken tutorials and  
+
For more details, please write to us.
 +
|The '''Spoken Tutorial Project''' team conducts workshops and gives certificates.
  
−
* gives certificates on passing online tests.
+
For more details, please write to us.
−
 
+
−
For more details, please write to us.
+
−
| style="border:1pt solid #000000;padding:0.176cm;"| The '''Spoken Tutorial Project team '''conducts workshops and gives certificates.
+
−
 
+
−
For more details, please write to us.  
+
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.176cm;"| Slide  
+
|Slide  
  
−
Forum for specific questions:  
+
Forum for specific questions:
  
−
Do you have questions in THIS '''Spoken Tutorial'''?  
+
Do you have questions in THIS '''Spoken Tutorial'''?
  
 +
* Please visit this site
 +
* Choose the minute and second where you have the question
 +
* Explain your question briefly
 +
* Someone from our team will answer them
  
−
* Please visit this site
+
|Forum for specific questions:
−
* Choose the minute and second where you have the question
+
−
* Explain your question briefly
+
−
* Someone from our team will answer them
+
  
 +
Do you have questions in THIS '''Spoken Tutorial'''?
  
−
| style="border:1pt solid #000000;padding:0.176cm;"| Forum for specific questions:
 
  
−
Do you have questions in THIS '''Spoken Tutorial'''?
+
* Please visit this site
−
 
+
* Choose the minute and second where you have the question
−
 
+
* Explain your question briefly
−
* Please visit this site  
+
* Someone from our team will answer them
−
* Choose the minute and second where you have the question  
+
−
* Explain your question briefly  
+
−
* Someone from our team will answer them  
+
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.176cm;"| Slide  
+
|Slide
−
 
+
−
Forum for specific questions:
+
−
 
+
−
The '''Spoken Tutorial forum''' is for specific questions on this tutorial
+
−
 
+
−
 
+
−
* Please do not post unrelated and general questions on them
+
−
* This will help reduce the clutter
+
−
* With less clutter, we can use these discussion as instructional material
+
  
 +
Forum for specific questions:
  
−
| style="border:1pt solid #000000;padding:0.176cm;"| '''Forum for specific questions:'''  
+
The '''Spoken Tutorial forum''' is for specific questions on this tutorial.
  
−
The '''Spoken Tutorial forum''' is for specific questions on this tutorial
+
* Please do not post unrelated and general questions on them.
 +
* This will help reduce the clutter.
 +
* With less clutter, we can use these discussion as instructional material.
 +
|'''Forum for specific questions:'''
  
 +
The '''Spoken Tutorial forum''' is for specific questions on this tutorial.
  
−
* Please do not post unrelated and general questions on them  
+
* Please do not post unrelated and general questions on them.
−
* This will '''help reduce the clutter'''
+
* This will help reduce the clutter.
−
* With less clutter, we can use these discussion as instructional material  
+
* With less clutter, we can use these discussion as instructional material.
  
 
|-
 
|-
−
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.176cm;"| Slide  
+
|Slide  
  
−
Acknowledgement  
+
'''Acknowledgement'''
  
−
'''Spoken Tutorial Project is funded by NMEICT, MHRD, Government of India.'''
+
Spoken Tutorial Project is funded by NMEICT, MHRD, Government of India.
  
−
More information on this mission is available at
 
  
−
this link.  
+
More information on this mission is available at this link.
−
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.176cm;"| Acknowledgement  
+
|'''Acknowledgement'''
  
−
'''Spoken Tutorial Project '''is funded by '''NMEICT, MHRD, Government of India.'''  
+
'''Spoken Tutorial Project '''is funded by''' NMEICT, MHRD, Government of India.'''
  
−
More information on this mission is available at this link.  
+
More information on this mission is available at this link.
  
 
|-
 
|-
−
| style="border:0.75pt solid #000000;padding:0.106cm;"|
+
|
−
| style="border:0.75pt solid #000000;padding:0.106cm;"| 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 16:36, 21 February 2019

Topic: How to create a Library

Contributor: Bella Tony, IIT Bombay

Domain Expert: Manju Naika, Central Library, IIT Bombay

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

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


Visual Cue
Narration
Slide 1

Title Slide

Welcome to the Spoken Tutorial on How to create a Library in Koha.
Slide Number 2

Learning Objectives

In this tutorial we will learn how to -
  • Create a library and
  • Create a Group
Slide Number 3

System Requirement

To record this tutorial, I am using
  • Ubuntu Linux OS 16.04
  • Koha version 16.05
Slide 4a

Pre-requisites

To follow this tutorial, learners should have knowledge of Library Science.
Slide 4b

Pre-requisites

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

And you should also have Admin access in Koha.


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

Show Koha interface

Let us begin.

I have already installed Koha on my system.

Let me switch to the Koha interface.

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

On my system, I had given Username as koha_library.

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

The Koha main page opens.
SLIDE

While setting up Koha-

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

While setting up Koha-

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

We will skip the groups section for now.

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


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

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


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

Previous screen

Highlight Address and Phone with a red box

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


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

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

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

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

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

Fill stlibreoffice@gmail.com

Reply-To

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


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

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

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

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

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

Red box highlight on URL

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

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

Fill the following-

Spoken Tutorial Library, Mumbai.

Powai- 400001

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


I have entered some information about my library here.

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

OPAC info:

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

OPAC info:

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

Narration only

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

Else, you can leave it blank.

Point to IP

Narration only

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


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

These will not be displayed in OPAC.

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

Cursor on the Spoken Tutorial Library

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


In our case, Spoken Tutorial Library.

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

Use Group Library to group branch libraries like-

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

and you want to group them.

In such a scenario use the Group Library option.

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

Slide

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

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


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


From the drop-down, click on Logout.

This brings us to the end of this tutorial.
Slide

Summary

Let us summarize

In this tutorial we learnt to-

  • Create a library and
  • Create a new Group
Slide

Assignment

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

About Spoken Tutorial project

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

Please download and watch it.

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

Please download and watch it.

Slide

Spoken Tutorial workshops

The Spoken Tutorial Project team:

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

For more details, please write to us.

The Spoken Tutorial Project team conducts workshops and gives certificates.

For more details, please write to us.

Slide

Forum for specific questions:

Do you have questions in THIS Spoken Tutorial?

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

Do you have questions in THIS Spoken Tutorial?


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

Forum for specific questions:

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

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

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

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

Acknowledgement

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


More information on this mission is available at this link.

Acknowledgement

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

More information on this mission is available at this link.

This is Bella Tony from IIT Bombay signing off.

Thank you for joining.

Contributors and Content Editors

Bellatony911, Nancyvarkey

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