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

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Latest revision as of 16:37, 21 February 2019

Time
Narration
00:01 Welcome to the spoken tutorial on how to create a Superlibrarian.
00:06 In this tutorial, we will learn to- add a Patron category,
00:11 Create a Patron,
00:14 Create a Superlibrarian and
00:17 Give access to a Staff for a particular module.
00:22 To record this tutorial, I am using:

Ubuntu Linux OS 16.04 and Koha version 16.05.

00:35 To follow this tutorial, learners should have knowledge of Library Science.
00:42 To practice this tutorial, you should have Koha installed on your system.
00:48 And, You should also have Admin access in Koha.
00:53 Please refer to the Koha spoken tutorial series on this website for more details.
01:00 Let us begin by learning how to add a Patron category.
01:05 Log in to Koha using your database administrator username and password.
01:13 Click on Koha Administration.
01:18 Under Patrons and circulation, click on Patron categories.
01:24 A new page Patron categories opens.
01:28 Click on New Category.
01:31 A new page, New category opens up, prompting us to fill in some details.
01:38 As mentioned before, note that the fields marked in red are mandatory.
01:45 I have filled out a few details here. Please do so likewise.
01:51 For Category type: from the drop-down list, select Staff.
01:57 For Branches limitation: select All Branches.
02:02 Next, click on Save at the bottom of the page.
02:07 The category name that we entered, appears on the page Patron categories.
02:14 In my case, it says Library Staff.
02:19 With this, a Patron Category has been created.
02:23 Next, we will learn how to add a Patron.
02:28 Click on Home at the top left corner.
02:32 The Koha homepage opens with a dialog box prompting us to Create a Patron.
02: 39 It is mandatory to create a Patron. Otherwise in database administrator role, some parts of Koha will not function.
02:50 As prompted in the dialog- box, click on Create Patron.
02:56 Alternately, you may click on Patrons on the Koha home page.
03:02 I will click on Create Patron.
03:06 A new page opens. Click on the tab New Patron.
03:12 From the drop-down, I will select Library Staff.
03:17 A new page- Add patron (Library Staff), opens up.
03:22 Now, fill in the details required under the various sections like:

Patron identity,

Main address,

Contact etc.

03:34 I have filled out few details as shown here.
03:39 If you don’t have information for any field listed here, then just leave it blank.
03:47 Pause the video and fill in all details and then resume the video.
03:53 Under the section Library management, locate the field Card Number.
04:01 Note that the number 1 is auto-generated by Koha.
04:07 Hence, you will see a different number on your Koha interface.
04:13 Next is Library.
04:16 From the drop-down, I will select Spoken Tutorial Library.
04:21 Recall: the Spoken Tutorial Library was created earlier in this series.
04:28 If you had given a different name, then choose that name here.
04:34 For Category, I will select Library Staff from the drop-down.
04:40 Under the section OPAC/Staff login, enter Username and Password.
04:47 Each new user should create a new Username and Password.
04:53 I will enter the Username as Bella,
04:57 Password as library.
05:00 Again, enter the same password in Confirm password: field.
05:06 Remember this username and password.
05:10 This will be used a little later to give rights/permissions to a Staff.
05:17 After filling in all the details, go to the top of the page and click on Save.
05:25 A new page with the name of the Patron and card number opens.
05:31 In this case, as entered earlier, the page has Patron as Ms Bella Tony with card number 1.
05:41 To edit the sections, click on the Edit tab, located at the bottom of the respective sections.
05:49 Now let us learn how to give permissions to the Patrons.
05:55 On the same page, locate the tab More and click on Set Permissions.
06:03 A new page with the title Set permissions for Bella Tony, opens up.
06:09 Click on the check-box for (superlibrarian) Access to all librarian functions.
06:16 Then click on Save at the bottom of the page.
06:21 Now, Superlibrarian Ms Bella Tony, having access to all library functions, has been created.
06:30 With this superlibrarian account, we can give rights/permissions to a Staff.
06:37 So, it’s a very important role in the Koha Library Management System.
06:43 Let’s now learn how to give access to a Staff for a particular module.
06:50 Log-out from your current session as a Database administrative user.
06:56 To do so, go to the top right corner and click on No Library Set.
07:03 From the drop-down, click on Log out.
07:08 Now, login with the Superlibrarian account.
07:13 A Superlibrarian can give rights or permissions to another Staff for accessing any other module.
07:22 For example- Cataloging module, Circulation module,
07:27 Serial Control', Acquisition etc.
07:32 As explained earlier Create a Patron.
07:36 Click on the tab New Patron. From the drop-down, select Library Staff.
07:43 Select Salutation as Ms. Enter the Surname as Samruddhi.
07:51 For Category, select Library Staff from the drop-down.
07:57 Do not select any other option.
08:01 Under the section OPAC/Staff login,

enter the Username as Samruddhi and Password as patron.

08:13 Again, enter the same Password in the Confirm password field.
08:19 Remember this username and password as this will be used for further login as a staff.
08:27 After filling in all the details, click on Save at the top of the page.
08:34 Now, give permissions to this particular Patron.
08:39 Go to the tab More and click on Set Permissions.
08:45 A new page opens with the title Set permissions for Samruddhi.
08:52 This is the name of the Patron we created.
08:57 Click on the check-box for (circulate) Check out and check in items..
09:04 Next, click on the check box for (catalogue) Required for staff login.
09:12 Also, click on (borrowers) Add, modify and view patron information.
09:19 Next, click on the plus sign here.
09:24 Click on reserveforothers Place and modify holds for patrons.
09:31 Next, come to the tab Edit catalog.
09:35 Click on the plus sign. And, click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).
09:46 Next, come to the tab Acquisition . Click on the plus sign. And, click on (acquisition) Acquisition and/or suggestion management.
09:59 Next, for the tab tools, click on the plus sign here.
10:05 And, click on (batch_upload_patron_images) Upload patron images in a batch or one at a time.
10:16 Next, click on (edit_patrons) Perform batch modification of patrons.
10:24 Also, select (import_patrons) Import patron data.
10:30 Next, also click on Edit authorities.
10:36 Next, come to the tab (reports), Allow access to the reports module.
10:43 Click on the plus sign and select (execute _reports) Execute SQL reports.
10:52 Then click on Save at the bottom of the page.
10:57 With this we have given all required rights to a Library Staff with the name Ms. Samruddhi.
11:06 Now, log-out from the superlibrarian account.
11:11 To do so, go to the top right corner. Click on spoken tutorial library , from the drop-down click on Log out.
11:23 With this, we come to the end of this tutorial.
11:27 Let us summarize. In this tutorial, we learnt to:
11:33 Add a Patron category,

Create a Patron,

11:39 Create a Superlibrarian,

Give access to a Staff for a particular module.

11:47 For Assignments - add a new Patron Category- 'Research Scholar’.
11:54 Assignment for Superlibrarian: add a new Staff for the following roles-
12:01 Assign all Cataloging rights,

and add all Acquisition rights.

12:09 The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
12:17 The Spoken Tutorial Project Team: conducts workshops and gives certificates. For more details, please write to us.
12:28 Please post your timed queries in this forum.
12:32 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
12:45 This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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