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

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−
{| border=1
 
−
| <center>'''Visual Cue'''</center>
 
−
| <center>'''Narration'''</center>
 
−
|-
 
−
|Slide 1
 
  
−
Title Slide
 
  
−
|Welcome to the '''Spoken Tutorial''' on '''How to create a Superlibrarian'''.
+
{| style="border-spacing:0;"
−
|-
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center>
−
|Slide Number 2
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| <center>'''Narration'''</center>
  
−
Learning Objectives
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 1
  
−
|In this tutorial we will learn to-
+
'''Title Slide'''
−
Add a '''Patron category'''
+
| 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
  
−
Create a '''Patron'''
+
'''Learning Objectives'''  
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| In this tutorial we will learn to-
  
−
Create a '''Superlibrarian'''
+
* Add a '''Patron category'''
 +
* Create a''' Patron'''
 +
* Create a '''Superlibrarian'''  
 +
* Give access to a '''Staff''' for particular module
 +
|-
 +
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide Number 3
  
−
Give access to a '''Staff''' for particular module
+
'''System Requirement'''  
 +
| style="border:0.75pt solid #000001;padding:0.071cm;"| To record this tutorial, I am using:
  
−
|-
+
* '''Ubuntu Linux OS 16.04'''
−
|Slide Number 3
+
* '''Koha version 16.05'''
  
−
'''System Requirement
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 4a
  
−
|To record this tutorial, I am using
+
'''Pre-requisites'''
 +
| style="border:0.75pt solid #000001;padding:0.071cm;"| To follow this tutorial, you should have knowledge of '''Library Science.'''
  
−
'''Ubuntu Linux OS 16.04'''
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 4b
  
−
'''Koha version 16.05'''
+
'''Pre-requisites'''  
  
−
|-
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| To practice this tutorial, you should have '''Koha '''installed on your system.
−
|Slide 4a
+
  
−
Pre-requisites
 
  
−
|To follow this tutorial, you should have knowledge of '''Library Science'''.
+
You should have '''Admin''' access in '''Koha.'''
  
−
|-
 
−
|Slide 4b
 
  
−
Pre-requisites
+
Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
−
|
+
−
To practice this tutorial,
+
  
−
*You should have '''Koha''' installed on your system.
+
|-
−
*You should also have '''Admin'''  access in '''Koha'''.
+
| 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'''.  
  
 +
|-
 +
| 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.'''
  
−
Please refer to the '''Koha Spoken Tutorial''' series on this website for more details.
+
|-
 +
| 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.'''
  
−
|-
+
|-  
−
|
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on''' Patrons and circulation'''  
−
|Let us begin by learning how to add a '''Patron category'''.
+
  
−
|-
+
Click on '''Patron categories'''  
−
|Log into '''Koha''' using the '''username''' and '''password'''  
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| Under '''Patrons and circulation, '''click on '''Patron categories.'''  
−
|Log into '''Koha''' using your '''database administrative username''' and '''password'''.
+
  
−
|-
+
|-  
−
|Click on '''Koha Administration'''
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on''' Patron categories'''  
−
|Click on '''Koha Administration'''.
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| A new page''' Patron categories '''opens.  
  
−
|-
+
|-  
−
|Cursor on '''Patrons and circulation'''
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''+New Category'''  
−
Click on '''Patron categories'''
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''+New Category.'''  
  
−
|Under the section '''Patrons and circulation''', click on '''Patron categories'''.
+
|-  
−
 
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''New category'''  
−
|-
+
−
|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''':
 
  
−
Description:
+
'''Category code:'''  
−
|A new page '''New category''' opens up prompting us to fill in some details.
+
  
−
|-
+
'''Description:'''
−
|
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| A new page '''New category '''opens up prompting us to fill in some details.  
−
|As mentioned before, note that the fields marked in red are mandatory.
+
−
|-
+
−
|Details filled are as follows-
+
  
−
'''Category code''' as '''FAC'''
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"|  Narration only
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| As mentioned before, note that the fields marked in red are mandatory.
  
−
'''Description''' as '''Faculty'''
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| Details filled are as follows-
  
−
'''In months: 50'''
+
'''Category code '''as''' LS'''  
  
−
Enter '''Age''' as '''35'''
+
'''Description''' as '''Library Staff'''  
  
−
Show only the filled details in the video.
+
'''In months: 50'''
  
−
|I have filled out a few details here. Please do so likewise.
+
Enter''' Age''' as''' 35'''
  
−
|-
 
−
|Cursor on '''Category type''':  >> From the drop-down select '''Staff'''
 
  
−
|For '''Category''' type: from the drop-down list, select '''Staff'''.
+
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 '''Branches limitation''': >> Select '''All Branches'''.
+
  
−
|For '''Branches limitation''': select '''All Branches'''.
+
|-
−
|-
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''Category type: >> '''From the drop-down select '''Staff'''  
−
|Click on '''Save'''
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| For '''Category type: '''from the drop-down list, select '''Staff.'''  
  
−
|Next, click on '''Save''' at the bottom of the page.
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on''' Branches limitation:''' >> Select '''All Branches.'''
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| For '''Branches limitation:''' select '''All Branches.'''
  
−
|-
+
|-  
−
|Cursor on '''Library Staff'''
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| Click on '''Save'''
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| Next, click on '''Save''' at the bottom of the page.
 +
 +
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''Library Staff'''  
  
−
|The '''category name''' that we entered appears on the page '''Patron categories'''.
 
  
  
−
In my case, it says '''Library Staff'''.
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| The '''category''' name that we entered appears on the page '''Patron categories.'''  
−
|-
+
−
|
+
−
|With this a '''Patron Category''' has been created.
+
−
|-
+
−
|Narration only
+
  
−
|Next, we will learn how to add a '''Patron'''.
 
−
|-
 
−
|Click on '''Home''' at the top left corner
 
  
−
|Click on '''Home''' at the top left corner.
+
In my case, it says '''Library Staff.'''  
−
|-
+
−
|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'''.
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| Narration only
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| With this a''' Patron Category''' has been created.  
  
−
Otherwise in '''database administrator''' role, some parts of '''Koha''' will not function.
+
|-
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| Narration only
 +
| style="border:0.75pt solid #000001;padding:0.176cm;"| Next, we will learn how to add a '''Patron'''.  
  
−
|It’s mandatory to '''Create a Patron'''.
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Home '''at the top left corner
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Home '''at the top left corner.  
  
−
Otherwise in '''database administrator''' role, some parts of '''Koha''' will not function.
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on dialog box
  
−
|-
+
| style="border:1pt solid #000001;padding:0.176cm;"| The '''Koha''' homepage opens with a dialog box prompting us to '''Create a''' '''Patron.'''
−
|Click on '''+Create Patron'''.
+
  
−
|As prompted in the dialog box, click on '''+Create Patron'''.
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Slide
  
 +
It’s mandatory to''' Create a''' '''Patron.'''
  
−
Alternately, you may click on '''Patrons''' on the '''Koha''' homepage.
+
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.
−
|Click on '''Create Patron'''
+
−
|I will click on '''Create Patron'''
+
−
|-
+
−
|A new page opens
+
  
−
|A new page opens.
+
|-  
−
|-
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''+Create Patron.'''  
−
|Click on the tab '''+New Patron''' >> Select '''Library staff'''
+
  
−
|Click on the tab '''+New Patron'''.
+
| style="border:1pt solid #000001;padding:0.176cm;"| As prompted in the dialog box, click on '''+Create Patron.'''  
  
 +
Alternately, you may click on '''Patrons '''on the''' Koha''' home page'''.'''
  
−
From the drop-down, I will select '''Library Staff'''
+
|-  
−
|-
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Create Patron'''  
−
|Cursor on '''Add patron (Library Staff)'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| I will click on '''Create Patron'''  
  
−
|A new page- '''Add patron (Library Staff)''', opens up.
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens
 +
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens.  
  
−
|-
+
|-  
−
|Show filled in details.
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the tab '''+New Patron >> '''Select''' Library staff'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the tab '''+New Patron.'''
  
−
Cursor on '''Patron identity'''
+
From the drop-down, I will select''' Library Staff.'''  
  
−
Cursor on '''Main address'''
+
|-
 +
| 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.
  
−
Cursor on '''Contact'''
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Show filled in details.
  
−
|Now, fill the details required under the various sections like:
+
Cursor on '''Patron identity'''
  
−
'''Patron identity'''
+
Cursor on '''Main address'''  
  
−
'''Main address'''
+
Cursor on '''Contact'''  
 +
| style="border:0.75pt solid #000001;padding:0.071cm;"| Now, fill in the details required under the various sections like:
  
−
'''Contact''' etc.
+
'''Patron identity'''  
−
|-
+
'''Main address'''
−
|Show the filled in the details
+
'''Contact etc.'''
  
−
|I have filled in a few details as shown here.
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Show the filled in the details
 +
| 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.
  
−
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.  
  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library management:'''
  
−
Pause the video and fill in all details and then resume the video.
+
Cursor on '''Card Number- 1'''
 +
| 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.'''  
−
|Cursor on '''Library management''':
+
  
 +
Hence, you will see a different number on your '''Koha interface.'''
  
−
Cursor on '''Card Number- 1'''
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library'''  
  
 +
From the drop down, select, '''Spoken Tutorial Library'''
  
−
|Under '''Library management''':, locate the field '''Card Number''':
+
| style="border:1pt solid #000001;padding:0.176cm;"| Next is '''Library.'''  
  
 +
From the drop-down, I will select '''Spoken Tutorial Library.'''
  
−
Note that the '''number 1''' is auto-generated by '''Koha'''.
+
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
 +
| style="border:1pt solid #000001;padding:0.176cm;"| For '''Category''', I will select '''Library Staff''' from the drop-down.  
  
−
|-
+
|-  
−
|Cursor on '''Library'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor at section''' OPAC/Staff login'''  
  
 +
Enter:
  
−
From the drop-down, select, '''Spoken Tutorial Library'''
 
  
 +
'''Username '''as '''Bella'''
  
−
|Next is '''Library'''.
+
'''Password''' as''' library'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''enter '''Username '''and '''Password.'''
  
 +
Each new user should create a new '''Username '''and '''Password.'''
  
−
From the drop-down, I will select '''Spoken Tutorial Library'''.
+
I will enter the:
  
 +
'''Username '''as '''Bella'''
  
−
Recall: the '''Spoken Tutorial Library''' was created earlier in this series.
 
  
 +
'''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'''
−
|Cursor on '''Category''' >> Select, '''staff''' from the drop-down
+
| style="border:1pt solid #000001;padding:0.176cm;"| Again, enter the same password in '''Confirm password: '''field.''' '''  
  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Slide '''Important note-'''
  
−
|For '''Category''', I will select '''Library Staff''' from the drop-down.
+
* Remember this username and password.
 +
* 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.
−
|Cursor at section '''OPAC/Staff login'''
+
  
 +
This will be used a little later to give rights/permissions to a''' Staff.'''
  
−
Enter:
+
|-
 +
| 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)'''
  
−
'''Username''' as '''library123'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| A new page with the name of the '''Patron''' and '''card number''' opens.
  
  
−
'''Password''' as '''library123'''
 
−
|Under the section '''OPAC/Staff login''', enter '''Username''' and '''Password'''.
 
  
 +
In this case, as entered earlier, the page has''' Patron '''as '''Ms Bella Tony '''with '''card number''' '''1.'''
  
−
Each new user should create a new '''username''' and '''password'''.
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Library use '''and '''Edit'''  
  
 +
Cursor on '''Alternate address '''and '''Edit'''
 +
| 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.
  
−
I will enter the:
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Now let us learn how to give permissions to the '''Patrons.'''
  
−
'''Username''' as '''library123'''
+
|-
 +
| 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.'''  
  
−
'''Password''' as '''library123'''
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on new page '''Set permissions for Bella Tony''', opens
 +
| style="border:1pt solid #000001;padding:0.176cm;"| A new page with the title '''Set permissions for Bella Tony, '''opens up.
  
−
|-
+
|-  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click in the checkbox:
  
−
|Enter
+
'''(superlibrarian) Access to all librarian functions'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the checkbox for
  
−
Confirm password: '''library123'''
+
'''(superlibrarian) Access to all librarian functions.'''  
−
|Again, enter the same '''password''' in '''Confirm password''': field.   
+
  
−
|-
+
|-  
−
|Slide '''Important note'''-
+
| 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
  
−
Remember this '''username''' and '''password'''.
 
  
−
This will be used a little later to give '''rights/permissions to a Staff'''.
+
'''Superlibrarian Ms Bella Tony''' having access to all library functions, has been created.  
−
|Remember this '''username''' and '''password'''.
+
| 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'''
  
−
This will be used a little later to give '''rights/permissions to a Staff'''.
+
With this '''superlibrarian''' account, we can give rights/permissions to a''' Staff.'''
  
−
|-
+
−
|Go to the top of the page  >>  Click on '''Save'''
+
So, it’s a very important role in the '''Koha Library Management System.'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| With this '''superlibrarian''' account, we can give rights/permissions to a''' Staff.'''  
  
  
−
|After filling in all the details, go to the top of the page and click on '''Save'''.
+
So, it’s a very important role in the '''Koha Library Management System.'''  
  
−
|-
+
|-  
−
|Cursor on '''Ms Bella Tony (1)'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| How to give access to a '''Staff''' for a particular module?
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Let’s now learn how to give access to a '''Staff''' for a particular module?
  
−
|
+
|-
−
A new page with the name of the '''Patron''' and '''card number''' opens.
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click Logout
 +
| style="border:1pt solid #000001;padding:0.176cm;"| 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.'''
  
−
In this case, as entered earlier, the page has '''Patron''' as '''Ms Bella Tony''' with '''card number 1'''.
+
From the drop-down, click on''' Logout.'''  
  
−
|-
+
|-  
−
|Cursor on '''Library use and Edit'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| Log in with '''Username Bella'''  
  
  
−
Cursor on '''Alternate address''' and '''Edit'''
+
'''Password library'''  
−
|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;"| Now, login with the '''Superlibrarian account.'''  
  
−
|-
+
|-  
−
|Narration only
+
| style="border:1pt solid #000001;padding:0.176cm;"| Slide  
−
 
+
−
|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'''.
+
−
 
+
−
|-
+
−
|Cursor on new page '''Set permissions for Bella Tony''', opens
+
−
 
+
−
|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 '''Log out'''
+
−
 
+
−
 
+
−
 
+
−
 
+
−
|'''Logout''' from your current session as '''Database administrative user'''.
+
−
 
+
−
 
+
−
To do so, go to the top right corner and click on '''No_Library_Set'''.
+
−
 
+
−
From the drop-down, click on '''Log out'''.
+
−
 
+
−
|-
+
−
|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.
  
−
1. '''Cataloging module'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| A '''Superlibrarian''' can give rights/permissions to another '''Staff '''for accessing any other '''module.'''
−
 
+
−
2. '''Circulation module'''
+
−
 
+
−
3. '''Serial Control'''
+
−
 
+
−
4. '''Acquisition''' etc.
+
−
|Now, login with the '''Superlibrarian account'''.
+
−
 
+
−
 
+
−
A '''Superlibrarian''' can give '''rights/permissions''' to another '''Staff''' for accessing any other module
+
−
 
+
−
 
+
 
For example-  
 
For example-  
  
−
1. '''Cataloging module'''
+
# '''Cataloging module'''  
−
 
+
# '''Circulation module'''  
−
2. '''Circulation module'''
+
# '''Serial Control'''  
−
 
+
# '''Acquisition,''' etc.  
−
3. '''Serial Control'''
+
−
 
+
−
4. '''Acquisition''', etc.
+
−
|-
+
−
|Click on the tab '''New Patron'''
+
−
 
+
−
 
+
−
From the drop-down, select '''Library Staff'''.
+
−
 
+
−
 
+
−
Select,'''Salutation''' as '''Ms'''.
+
−
 
+
−
 
+
−
Enter the Surname as '''Samruddhi'''
+
−
 
+
−
|As explained earlier in this tutorial, '''create a Patron'''.
+
−
 
+
−
 
+
−
Click on '''New Patron'''
+
−
 
+
−
 
+
−
From the drop-down select '''Library Staff'''
+
−
 
+
−
 
+
−
Select, '''Salutation''' as '''Ms'''.
+
−
 
+
−
 
+
−
Enter the '''Surname''' as '''Samruddhi'''
+
−
 
+
−
|-
+
−
|For '''Category:''' select '''Library Staff''' from the drop-down. 
+
−
 
+
−
 
+
−
|For '''Category:''' select '''Library Staff''' from the drop-down.
+
−
 
+
−
Do not select any other option.
+
−
 
+
−
|-
+
−
|Click '''Save'''
+
−
|After filling in all the details, click on '''Save'''.
+
−
|-
+
−
|
+
−
|Now give permissions to this particular '''Patron'''.
+
−
|-
+
−
|Go to the tab '''More''' and 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
+
−
 
+
−
'''(superlibrarian) Access to all librarian functions'''.
+
−
 
+
−
|Click on the checkbox for
+
−
 
+
−
'''(circulate) Check out and check in items'''.
+
−
 
+
−
|-
+
−
|Then click on '''Save'''.
+
−
 
+
−
|Then click on '''Save'''  at the bottom of the page.
+
−
 
+
−
|-
+
−
|
+
−
|With this we have given '''Circulation 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'''.
+
−
 
+
−
|-
+
−
|
+
−
|With this we come to the end of this tutorial.
+
−
 
+
−
|-
+
−
|Summary
+
  
−
In this tutorial we learnt to-
+
|-  
 +
| 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.'''
  
−
'''Add a Patron category'''
+
Enter the '''Surname '''as''' Samruddhi'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| As explained earlier '''Create a Patron.'''  
  
−
'''Create a Patron'''
 
  
−
'''Create a Superlibrarian'''
+
Click on''' '''the tab '''New Patron'''  
  
−
'''Give access to a Staff for particular modules'''
+
From the drop-down select '''Library Staff'''  
−
|Let us '''summarise'''.
+
  
 +
Select, '''Salutation '''as''' Ms.'''
  
−
In this tutorial we learnt to-
+
Enter''' '''the '''Surname '''as''' Samruddhi'''
 +
|-  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| '''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.
  
−
'''Add a Patron category'''
+
Do not select any other option.
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on''' OPAC/Staff login'''  
  
−
'''Create a Patron'''
+
Enter the '''Username''' as '''Samrudhi'''
 +
 +
and '''Password '''as patron
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''  
  
−
'''Create a Superlibrarian'''
+
enter the '''Username''' as '''Samrudhi'''  
  
−
'''Give access to a Staff for particular module'''
+
and '''Password '''as patron.
  
−
|-
+
|-  
−
|Assignments
+
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Confirm password'''
 +
| 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;"| Remember this '''username''' and''' password''' as this will be used for further login as a '''staff'''.
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Remember this '''username''' and''' password''' as this will be used for further login as a '''staff'''.
  
−
|Assignments
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click '''Save'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| After filling in all the details, click on '''Save''' at the top of the page.
  
−
|-
+
|-  
−
|Assignment for '''Patron category'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Now give permissions to this particular '''Patron.'''  
  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab '''More '''and click on '''Set a Permissions.'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab '''More '''and click on '''Set Permissions.'''
  
−
Add a new '''Patron Category- ‘Research Scholar’'''
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens up.
 +
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens with the title '''Set permissions for Samruddhi. '''  
  
 +
This is the name of the '''Patron '''we created'''.'''
  
−
|'''Add a new Patron Category- ‘Research Scholar’'''
+
|-  
 +
| 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'''.
−
|Assignment for '''Superlibrarian''':
+
  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next, click on the check box for:
  
−
'''Add a new Staff''' for the following roles:
+
'''(catalogue) Required for staff login.'''  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next, click on the check box for:  
  
 +
'''(catalogue) Required for staff login.'''
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:
  
−
1. '''Assign all Cataloging rights'''
+
'''(borrowers) Add, modify and view patron information'''  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:
  
 +
'''(borrowers) Add, modify and view patron information'''
  
−
2. '''Add all Cataloging rights'''
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:
  
 +
'''(reserveforothers) Place and modify holds for patrons'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next click on:
  
−
|Assignment for '''Superlibrarian''':
+
'''(reserveforothers) Place and modify holds for patrons'''  
  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab''' tools.'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next, go to the tab''' tools.'''
  
−
'''Add a new Staff''' for the following roles:
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign'''  
  
 +
Select
  
−
1. '''Assign all Cataloging rights'''
+
'''(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
  
  
−
2. '''Add all acquisition rights'''
+
Select:
  
 +
'''(batch_upload_patron_images) Upload patron images in a batch or one at time'''
  
−
|-
+
|-  
−
|Slide:
+
| style="border:1pt solid #000001;padding:0.176cm;"| Select:
 +
 +
'''(edit_patrons) Perfom batch modification of patrons'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next, select:  
  
−
About '''Spoken Tutorial project'''
+
'''(edit_patrons) Perfom batch modification of patrons'''  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Select
  
  
−
Watch the video available at '''http://spoken-tutorial.org/What_is_a_Spoken_Tutorial'''
+
'''(import_patrons) Import patron data'''  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Also select:
  
 +
'''(import_patrons) Import patron data'''
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on tab:
  
−
It summarises the '''Spoken Tutorial project'''.
+
'''(reports) Allow access to the reports module'''  
  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next come to the tab:
  
−
If you do not have good bandwidth, you can download and watch it.
+
'''(reports) Allow access to the reports module'''
  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign'''.
  
−
|The video at the following link summarizes the '''Spoken Tutorial project'''.
+
Select:
  
 +
'''(execute _reports) Execute SQL reports'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign '''here and''' '''
  
−
Please download and watch it.
+
Select:
  
−
|-
+
'''(execute _reports) Execute SQL reports'''
  
−
|Slide:
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Then click on '''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;"| 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:  
  
−
'''Spoken Tutorial workshops'''
 
  
 +
* '''Ms. Samruddhi.'''
  
−
The '''Spoken Tutorial Project''' Team
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Click''' Logout.'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Now logout from the '''superlibrarian account.'''  
  
 +
To do so, go to the top right corner''' '''and click on '''Logout.'''
  
−
Conducts workshops using '''spoken tutorials'''
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Narration only
 +
| style="border:1pt solid #000001;padding:0.176cm;"| With this we come to the end of this tutorial.
  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Summary
  
−
Gives certificates for those who pass an online test
+
In this tutorial we learnt to:
  
 +
* Add a '''Patron category'''
 +
* Create a''' Patron'''
 +
* Create a '''Superlibrarian'''
 +
* Give access to a '''Staff''' for particular module
  
−
For more details, please write to '''contact@spoken-tutorial.org'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| Let us summarise.  
  
 +
In this tutorial we learnt to:
  
−
|The '''Spoken Tutorial Project''' Team:
+
* Add a '''Patron category'''  
 +
* Create a''' Patron'''
 +
* Create a '''Superlibrarian'''
 +
* Give access to a '''Staff''' for particular module
  
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| '''Assignments'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| For '''Assignments'''
 +
 +
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Patron category:'''
  
−
Conducts workshops and gives certificates.
+
* Add a new '''Patron Category'''- '''‘Research Scholar’'''
  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Add a new '''Patron Category'''- ‘'''Research Scholar’'''
  
−
For more details, please write to us.
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Superlibrarian:'''
  
 +
Add a new '''Staff''' for the following roles:
  
−
|-
+
# Assign all '''Cataloging rights'''
−
|Slide:
+
# Add all '''Acquisition rights'''
  
−
'''Forum for specific questions'''
 
  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Superlibrarian:'''
  
−
Please post your timed queries in this '''forum'''.
+
Add a new '''Staff''' for the following roles:
  
 +
# Assign all '''Cataloging rights'''
 +
# Add all '''Acquisition rights'''
  
−
|'''Forum for specific questions'''
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:
  
 +
About '''Spoken Tutorial '''project
  
−
Please post your timed queries in this '''forum'''.
+
* 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.  
  
−
|-
+
| 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.'''
−
|Slide:
+
  
−
Acknowledgement
+
Please download and watch it.
  
−
'''Spoken Tutorial Project is a part of the Talk to a Teacher 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:
  
 +
'''Spoken Tutorial '''workshops
  
−
It is supported by the '''National Mission on Education through ICT, MHRD, Government of India'''
+
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'''
  
−
More information on this Mission is available at
+
| 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:
  
 +
* conducts workshops and
 +
* gives certificates.
  
−
'''http://spoken-tutorial.org/NMEICT-Intro'''
+
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;"| Slide:
  
−
|'''Spoken Tutorial Project is a part of the Talk to a Teacher project'''
+
'''Forum '''for specific questions
 +
| 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:
  
−
'''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]
  
−
More information on this mission is available at this link.
+
| 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.'''
  
−
|-
+
More information on this mission is available at this link.  
−
|
+
−
|This is '''Bella Tony''' from '''IIT Bombay''' signing off.
+
  
 +
|-
 +
| 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.
  
−
Thank you for joining.
+
Thank you for joining.  
  
 
|}
 
|}

Revision as of 17:57, 26 April 2017


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 particular module
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, 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 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 into Koha using the username and password Log into Koha using your database administrator username and password.
Click on Koha Administration Click on Koha Administration.
Cursor on Patrons and circulation

Click on 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 at the top left corner 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’s 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
A 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.

Go to the top of the page >> Click on Save 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.
Cursor on new page Set permissions for Bella Tony, opens 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 in 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/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

From the drop-down select Library Staff Select, Salutation as Ms.

Enter the 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 from the drop-down. 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 Samrudhi

and Password as patron.

Cursor on Confirm password Again, enter the same Password in the Confirm password field
Remember this username and password as this will be used for further login as a staff. 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 the tab More and 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.

Next, 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

Click on:

(borrowers) Add, modify and view patron information

Click on:

(reserveforothers) Place and modify holds for patrons

Next click on:

(reserveforothers) Place and modify holds for patrons

Go to the tab tools. Next, go to the tab tools.
Click on the plus sign

Select

(batch_upload_patron_images) Upload patron images in a batch or one at time

Click on the plus sign here


Select:

(batch_upload_patron_images) Upload patron images in a batch or one at time

Select:

(edit_patrons) Perfom batch modification of patrons

Next, select:

(edit_patrons) Perfom batch modification of patrons

Select


(import_patrons) Import patron data

Also select:

(import_patrons) Import patron data

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 here and

Select:

(execute _reports) Execute SQL reports

Then 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 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 particular module
Assignments For Assignments
Assignment for Patron category:
  • Add a new Patron Category- ‘Research Scholar’
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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