Difference between revisions of "Koha-Library-Software/C3/Import-Patron-Data/English"

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(Created page with "'''Title of the Script: Import Patron Data''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords:''' koha, koha 24.05, koha library system, tools module, import patro...")
 
 
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'''Title of the Script: Import Patron Data'''
 
'''Title of the Script: Import Patron Data'''
 +
 
'''Author: '''Vaibhavi Satardekar and Maya Hans
 
'''Author: '''Vaibhavi Satardekar and Maya Hans
 +
 
'''Keywords:''' koha, koha 24.05, koha library system, tools module, import patrons records, import patron data, patron import, CSV file upload, patron_import.csv, koha data import, video tutorial.
 
'''Keywords:''' koha, koha 24.05, koha library system, tools module, import patrons records, import patron data, patron import, CSV file upload, patron_import.csv, koha data import, video tutorial.
 +
  
 
{|border=1
 
{|border=1
Line 9: Line 12:
 
|-
 
|-
 
|| '''Slide Number 1'''
 
|| '''Slide Number 1'''
 +
 
'''Title Slide'''
 
'''Title Slide'''
 
|| Welcome to this Spoken Tutorial on '''Import Patron Data''' in '''Koha'''.
 
|| Welcome to this Spoken Tutorial on '''Import Patron Data''' in '''Koha'''.
 
|-
 
|-
 
|| '''Slide Number 2'''
 
|| '''Slide Number 2'''
 +
 
'''Learning Objectives'''
 
'''Learning Objectives'''
 +
 
We will learn how to:
 
We will learn how to:
 
* '''Import Patron Data'''
 
* '''Import Patron Data'''
 +
 
|| In this tutorial, we will learn how to:
 
|| In this tutorial, we will learn how to:
−
* '''Import Patron Data '''in '''Koha'''.
+
* '''Import Patron Data ''' in '''Koha'''.
 
|-
 
|-
 
|| '''Slide Number 3'''
 
|| '''Slide Number 3'''
−
'''System Requirement'''
+
 
−
To record this tutorial, I am using
+
'''System Requirements'''
 +
 
 +
To record this tutorial, I am using:
 +
 
 
* '''Ubuntu Linux OS v22.04'''
 
* '''Ubuntu Linux OS v22.04'''
 
* '''Koha v24.05'''
 
* '''Koha v24.05'''
 
* '''Firefox v131.0.3'''
 
* '''Firefox v131.0.3'''
 
* '''A working internet connection'''
 
* '''A working internet connection'''
−
|| To record this tutorial, I am using
+
 
 +
|| To record this tutorial, I am using:
 +
 
 
* '''Ubuntu Linux OS version 22 point 04'''
 
* '''Ubuntu Linux OS version 22 point 04'''
 
* '''Koha version 24 point 05'''
 
* '''Koha version 24 point 05'''
 
* '''Firefox version 131 point 0 point 3'''
 
* '''Firefox version 131 point 0 point 3'''
 +
 
I also have a working internet connection.
 
I also have a working internet connection.
 
|-
 
|-
−
|| '''Slide Number 5'''
+
|| '''Slide Number 4'''
 +
 
 
'''Pre-requisites'''
 
'''Pre-requisites'''
 +
 
* You should have knowledge of Library Science
 
* You should have knowledge of Library Science
 +
 
|| To follow this tutorial, you should have knowledge of Library Science.
 
|| To follow this tutorial, you should have knowledge of Library Science.
 
|-
 
|-
Line 47: Line 63:
 
Click on '''Login'''
 
Click on '''Login'''
  
−
|| To '''import patron data''',''' '''I have already logged in as a '''Superlibrarian'''.
+
|| To '''import patron data''', I have already logged in as a '''Superlibrarian'''.
 
|-
 
|-
 
|| Click on the '''Tools''' module
 
|| Click on the '''Tools''' module
Line 56: Line 72:
  
 
Click on''' Import patrons'''
 
Click on''' Import patrons'''
 +
 
|| On the '''Koha''' staff interface click on the '''Tools''' module.
 
|| On the '''Koha''' staff interface click on the '''Tools''' module.
  
−
'''Tools '''page opens.
+
'''Tools ''' page opens.
  
−
Under '''Patrons and circulation''' locate''' Import patrons'''.  
+
Under '''Patrons and circulation''' locate ''' Import patrons'''.  
  
 
Click on''' Import patrons'''.
 
Click on''' Import patrons'''.
Line 68: Line 85:
 
|-
 
|-
 
|| Cursor on '''Notes'''
 
|| Cursor on '''Notes'''
 +
 
Got to Downloads folder
 
Got to Downloads folder
 +
 
Click on '''patron_import''' file
 
Click on '''patron_import''' file
  
Line 95: Line 114:
 
'''Password: Soniya@1234'''
 
'''Password: Soniya@1234'''
  
−
To save the file go to the '''File''' tab and from the drop down click on '''Save'''
+
To save the file go to the '''File''' menu and from the drop down click on '''Save'''
  
 
Save the file in '''Use Text CSV Format'''
 
Save the file in '''Use Text CSV Format'''
  
 
|| On the right side under the '''Notes''' section, click on '''Download a Starter CSV file with all the columns'''.  
 
|| On the right side under the '''Notes''' section, click on '''Download a Starter CSV file with all the columns'''.  
 +
 
It will download a sample file with all the needed column headings.
 
It will download a sample file with all the needed column headings.
  
Line 106: Line 126:
 
A popup window '''Text import - [patron_import.csv]''' opens.
 
A popup window '''Text import - [patron_import.csv]''' opens.
  
−
Click the '''OK '''button at the bottom of the window.
+
Click the '''OK ''' button at the bottom of the window.
  
 
This will open '''patron_import.csv -LibreOffice Calc'''.
 
This will open '''patron_import.csv -LibreOffice Calc'''.
Line 118: Line 138:
 
Copy and paste the details in the required fields.
 
Copy and paste the details in the required fields.
  
−
To save the file go to the '''File''' tab and from the drop down click on '''Save'''.
+
To save the file go to the '''File''' menu and from the drop down click on '''Save'''.
  
−
A popup '''Confirm File Format '''window opens.
+
A popup '''Confirm File Format ''' window opens.
  
 
Click on '''Use Text CSV Format''' and close the file.
 
Click on '''Use Text CSV Format''' and close the file.
 
|-
 
|-
 
|| Cursor on '''Import into the borrowers table'''
 
|| Cursor on '''Import into the borrowers table'''
 +
 
Cursor on '''Select the file to import'''
 
Cursor on '''Select the file to import'''
  
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|| Go back to the '''Koha Import patrons''' page.
 
|| Go back to the '''Koha Import patrons''' page.
 +
 
Go to the '''Import into the borrowers table '''section.
 
Go to the '''Import into the borrowers table '''section.
  
−
For the field '''Select the file to import '''click on the '''Browse '''button.
+
For the field '''Select the file to import ''' click on the '''Browse ''' button.
  
 
A pop up '''File Upload''' window opens.
 
A pop up '''File Upload''' window opens.
Line 149: Line 171:
  
 
Click on the '''Import button'''
 
Click on the '''Import button'''
−
|| Now scroll down the '''Import patrons page. '''
+
 
 +
|| Now scroll down the '''Import patrons page '''.
 +
 
 
Click on the '''Import''' button at the bottom of the page.
 
Click on the '''Import''' button at the bottom of the page.
 
|-
 
|-
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|-
 
|-
 
|| Click on '''Import Patron Data'''
 
|| Click on '''Import Patron Data'''
 +
 
In the '''Search patron''' bar type '''10''' and press '''Enter'''
 
In the '''Search patron''' bar type '''10''' and press '''Enter'''
 
|| At the top of the page locate the '''Search patron''' bar.
 
|| At the top of the page locate the '''Search patron''' bar.
Line 165: Line 190:
 
|| Cursor on '''Patron Details'''
 
|| Cursor on '''Patron Details'''
 
|| This will open the '''Patron Details''' page.
 
|| This will open the '''Patron Details''' page.
 +
 
Here we can see that patron data has been imported successfully.
 
Here we can see that patron data has been imported successfully.
 
|-
 
|-
Line 170: Line 196:
 
|| With this we come to the end of this tutorial.
 
|| With this we come to the end of this tutorial.
 
|-  
 
|-  
−
|| '''Slide Number 6'''
+
|| '''Slide Number 5'''
 +
 
 
'''Summary'''
 
'''Summary'''
 +
 
We learned to:
 
We learned to:
 
* '''Import Patron Data'''
 
* '''Import Patron Data'''
 +
 
|| Let’s quickly recap.
 
|| Let’s quickly recap.
 
|-  
 
|-  
−
|| '''Slide Number 7'''
+
|| '''Slide Number 6'''
 +
 
 
'''Assignment'''
 
'''Assignment'''
 +
 
* Randomly add 5 patrons’ details in the CSV file and import data
 
* Randomly add 5 patrons’ details in the CSV file and import data
−
|| As an assignment
+
|| As an assignment,
 +
 
 
* Randomly add 5 patrons' details in the CSV file and import data.
 
* Randomly add 5 patrons' details in the CSV file and import data.
 
|-
 
|-
−
|| '''Slide Number 8'''
+
|| '''Slide Number 7'''
 +
 
 
Thank you
 
Thank you
 
|| Thank you for joining.
 
|| Thank you for joining.
 
|-
 
|-
 
|}
 
|}

Latest revision as of 11:15, 11 October 2025

Title of the Script: Import Patron Data

Author: Vaibhavi Satardekar and Maya Hans

Keywords: koha, koha 24.05, koha library system, tools module, import patrons records, import patron data, patron import, CSV file upload, patron_import.csv, koha data import, video tutorial.


Visual Cue Narration
Slide Number 1

Title Slide

Welcome to this Spoken Tutorial on Import Patron Data in Koha.
Slide Number 2

Learning Objectives

We will learn how to:

  • Import Patron Data
In this tutorial, we will learn how to:
  • Import Patron Data in Koha.
Slide Number 3

System Requirements

To record this tutorial, I am using:

  • Ubuntu Linux OS v22.04
  • Koha v24.05
  • Firefox v131.0.3
  • A working internet connection
To record this tutorial, I am using:
  • Ubuntu Linux OS version 22 point 04
  • Koha version 24 point 05
  • Firefox version 131 point 0 point 3

I also have a working internet connection.

Slide Number 4

Pre-requisites

  • You should have knowledge of Library Science
To follow this tutorial, you should have knowledge of Library Science.
Show Koha interface

Username - Bella

Password - Library@1

Library: Spoken Tutorial Library

Click on Login

To import patron data, I have already logged in as a Superlibrarian.
Click on the Tools module

Cursor on Tools

Cursor on Patrons and circulation

Click on Import patrons

On the Koha staff interface click on the Tools module.

Tools page opens.

Under Patrons and circulation locate Import patrons.

Click on Import patrons.

Cursor on Import patrons A new page Import patrons opens.
Cursor on Notes

Got to Downloads folder

Click on patron_import file

Cardnumber: 10

Surname: Raghav

Firstname: Soniya

Middlename: Blank

Title: Ms.

City: Mumbai

email: Blank

Branchcode: ST

Categorycode: RS

Dateenrolled: 2025-06-19

Expirydate: 2026-06-18

Password: Soniya@1234

To save the file go to the File menu and from the drop down click on Save

Save the file in Use Text CSV Format

On the right side under the Notes section, click on Download a Starter CSV file with all the columns.

It will download a sample file with all the needed column headings.

From the dialogue box, click on the patron_import.csv file.

A popup window Text import - [patron_import.csv] opens.

Click the OK button at the bottom of the window.

This will open patron_import.csv -LibreOffice Calc.

Pause the video, and fill the patrons details in the required fields as shown.

These patrons details are also provided in the Code files link.

Download and extract the file.

Copy and paste the details in the required fields.

To save the file go to the File menu and from the drop down click on Save.

A popup Confirm File Format window opens.

Click on Use Text CSV Format and close the file.

Cursor on Import into the borrowers table

Cursor on Select the file to import

Click on Browse

Cursor on File Upload

Choose patron_import.csv file

Click on Select button

Go back to the Koha Import patrons page.

Go to the Import into the borrowers table section.

For the field Select the file to import click on the Browse button.

A pop up File Upload window opens.

Here choose the patron_import.csv file.

Click on the Select button at the top right of the window.

Scroll down the page.

Click on the Import button

Now scroll down the Import patrons page .

Click on the Import button at the bottom of the page.

Cursor on Import results The Import results page opens, showing the number of imported records.
Click on Import Patron Data

In the Search patron bar type 10 and press Enter

At the top of the page locate the Search patron bar.

Here we will enter a card number of a patron imported through csv file.

In the Search patron bar we will type 10 and press Enter.

Cursor on Patron Details This will open the Patron Details page.

Here we can see that patron data has been imported successfully.

Narration only With this we come to the end of this tutorial.
Slide Number 5

Summary

We learned to:

  • Import Patron Data
Let’s quickly recap.
Slide Number 6

Assignment

  • Randomly add 5 patrons’ details in the CSV file and import data
As an assignment,
  • Randomly add 5 patrons' details in the CSV file and import data.
Slide Number 7

Thank you

Thank you for joining.

Contributors and Content Editors

Madhurig, VaibhaviS

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