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
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| 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. |
