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

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Line 117: Line 117:
 
|-  
 
|-  
 
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''Library Staff'''  
 
| style="border:0.75pt solid #000001;padding:0.176cm;"| Cursor on '''Library Staff'''  
−
 
−
 
−
 
 
| style="border:0.75pt solid #000001;padding:0.176cm;"| The '''category''' name that we entered appears on the page '''Patron categories.'''  
 
| style="border:0.75pt solid #000001;padding:0.176cm;"| The '''category''' name that we entered appears on the page '''Patron categories.'''  
  
Line 140: Line 137:
 
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on dialog box  
 
| 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.'''  
+
| style="border:1pt solid #000001;padding:0.176cm;"| The '''Koha''' homepage opens with a dialog box prompting us to create a '''Patron.'''  
  
 
|-  
 
|-  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Slide  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Slide  
  
−
It’s mandatory to''' Create a''' '''Patron.'''  
+
*It’s mandatory to''' Create a Patron.'''  
−
 
+
*Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.  
−
Otherwise in '''database administrator '''role''',''' some parts of '''Koha''' will not function.  
+
| style="border:1pt solid #000001;padding:0.176cm;"|  
−
| style="border:1pt solid #000001;padding:0.176cm;"| It’s mandatory to create a '''Patron.'''  
+
*It’s mandatory to create a '''Patron.'''  
−
 
+
*Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.  
−
Otherwise in '''database administrator '''role''',''' some parts of '''Koha''' will not function.  
+
  
 
|-  
 
|-  
Line 157: Line 153:
 
| style="border:1pt solid #000001;padding:0.176cm;"| As prompted in the dialog box, click on '''+Create 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'''.'''
+
Alternately, you may click on '''Patrons '''on the''' Koha''' home page.  
  
 
|-  
 
|-  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Create Patron'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''Create Patron'''  
−
| style="border:1pt solid #000001;padding:0.176cm;"| I will click on '''Create Patron'''  
+
| style="border:1pt solid #000001;padding:0.176cm;"| I will click on '''Create Patron'''.
  
 
|-  
 
|-  
Line 189: Line 185:
 
'''Patron identity'''  
 
'''Patron identity'''  
 
'''Main address'''  
 
'''Main address'''  
−
'''Contact etc.'''  
+
'''Contact''' etc.
  
 
|-  
 
|-  
Line 197: Line 193:
 
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;"|
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Pause the video and fill in all details and then resume the video.  
  
 
|-  
 
|-  
Line 213: Line 211:
  
 
From the drop down, select, '''Spoken Tutorial Library'''  
 
From the drop down, select, '''Spoken Tutorial Library'''  
−
 
−
 
 
| style="border:1pt solid #000001;padding:0.176cm;"| Next is '''Library.'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Next is '''Library.'''  
  
Line 220: Line 216:
 
From the drop-down, I will select '''Spoken Tutorial Library.'''  
 
From the drop-down, I will select '''Spoken Tutorial Library.'''  
  
−
 
+
|-
−
Recall: the '''Spoken Tutorial Library''' was created earlier in this series.  
+
| style="border:1pt solid #000001;padding:0.176cm;"|
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Recall: the '''Spoken Tutorial Library''' was created earlier in this series.  
  
  
 
If you had given a different name, then choose that name here.  
 
If you had given a different name, then choose that name here.  
−
 
  
 
|-  
 
|-  
Line 232: Line 228:
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor at section''' OPAC/Staff login'''  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor at section '''OPAC/Staff login'''  
  
−
Enter:
+
Type '''Username '''as '''Bella''' >> '''Password''' as''' library'''  
−
 
+
−
 
+
−
'''Username '''as '''Bella'''  
+
−
 
+
−
'''Password''' as''' library'''  
+
 
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''enter '''Username '''and '''Password.'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''enter '''Username '''and '''Password.'''  
  
Line 246: Line 237:
  
  
−
I will enter the:
+
I will enter the '''Username '''as '''Bella''' and '''Password''' as '''library'''.
−
 
+
−
'''Username '''as '''Bella'''  
+
−
 
+
−
 
+
−
'''Password''' as '''library'''  
+
  
 
|-  
 
|-  
Line 257: Line 243:
  
 
'''Confirm password: library123'''  
 
'''Confirm password: library123'''  
−
| 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;"| Again, enter the same password in '''Confirm password: '''field.
  
 
|-  
 
|-  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Slide '''Important note-'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Slide '''Important note-'''  
  
−
* Remember this username and password.  
+
* Remember this '''username''' and '''password'''.  
 
* This will be used a little later to give rights/permissions to a''' Staff.'''  
 
* This will be used a little later to give rights/permissions to a''' Staff.'''  
  
Line 271: Line 257:
 
|-  
 
|-  
 
| 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;"| Go to the top of the page >> Click on '''Save'''  
−
| style="border:1pt solid #000001;padding:0.176cm;"| After filling in all the details,  
+
| 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.'''  
−
 
+
−
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)'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Ms Bella Tony (1)'''  
Line 280: Line 264:
  
  
−
 
+
In this case, as entered earlier, the page has''' Patron '''as '''Ms Bella Tony '''with '''card number 1.'''  
−
In this case, as entered earlier, the page has''' Patron '''as '''Ms Bella Tony '''with '''card number''' '''1.'''  
+
  
 
|-  
 
|-  
Line 294: Line 277:
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''More >> '''Click on '''Set Permissions'''  
+
| 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.'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| On the same page, locate the tab '''More''' and click on '''Set Permissions.'''  
  
 
|-  
 
|-  
−
| 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;"| New page
 
| 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;"| 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:  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Click in the checkbox:  
−
 
 
'''(superlibrarian) Access to all librarian functions'''  
 
'''(superlibrarian) Access to all librarian functions'''  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the checkbox for  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the checkbox for '''(superlibrarian) Access to all librarian functions.'''  
−
 
+
−
'''(superlibrarian) Access to all librarian functions.'''  
+
  
 
|-  
 
|-  
Line 323: Line 303:
 
| style="border:1pt solid #000001;padding:0.176cm;"| Slide''' Importance of Superlibrarian'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Slide''' Importance of Superlibrarian'''  
  
−
With this '''superlibrarian''' account, we can give rights/permissions to a''' Staff.'''  
+
*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.'''  
−
+
| style="border:1pt solid #000001;padding:0.176cm;"|  
−
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.'''  
−
| style="border:1pt solid #000001;padding:0.176cm;"| 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.'''  
−
 
+
−
 
+
−
So, it’s a very important role in the '''Koha Library Management System.'''  
+
  
 
|-  
 
|-  
 
| 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;"| 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?
+
| style="border:1pt solid #000001;padding:0.176cm;"| Let’s now learn how to give access to a '''Staff''' for a particular module.
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click Logout  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click '''No_Library_Set >> Logout'''
  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Logout from your current session as a '''Database administrative user'''.  
 
| 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.'''  
+
To do so, go to the top right corner and click on '''No_Library_Set.'''  
 +
 
  
 
From the drop-down, click on''' Logout.'''  
 
From the drop-down, click on''' Logout.'''  
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Log in with '''Username Bella'''  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Login with '''Username Bella''' >> '''Password library'''  
−
 
+
−
 
+
−
'''Password library'''  
+
 
| style="border:1pt solid #000001;padding:0.176cm;"| Now, login with the '''Superlibrarian account.'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Now, login with the '''Superlibrarian account.'''  
  
Line 375: Line 350:
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the tab '''New Patron'''  
+
| 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.''' >> Enter the '''Surname '''as''' Samruddhi'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| As explained earlier create a '''patron'''.
  
−
From the drop-down select '''Library Staff'''
 
−
Select, '''Salutation '''as''' Ms.'''
 
  
−
Enter the '''Surname '''as''' Samruddhi'''  
+
Click on the tab '''New Patron'''.
−
| style="border:1pt solid #000001;padding:0.176cm;"| As explained earlier '''Create a Patron.'''  
+
*From the drop-down select '''Library Staff'''.  
 +
*Select, '''Salutation '''as''' Ms.'''  
 +
*Enter the '''Surname '''as''' Samruddhi'''.
  
−
 
−
Click on''' '''the tab '''New Patron'''
 
−
 
−
From the drop-down select '''Library Staff'''
 
−
 
−
Select, '''Salutation '''as''' Ms.'''
 
−
 
−
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.  
  
−
| 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.  
  
−
Do not select any other option.  
+
Do not select any other option.
 +
 
|-  
 
|-  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on''' OPAC/Staff login'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on''' OPAC/Staff login'''  
  
−
Enter the '''Username''' as '''Samrudhi'''  
+
Type '''Username''' as '''Samrudhi''' >> '''Password '''as '''patron'''
−
+
−
and '''Password '''as patron  
+
 
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Under the section''' OPAC/Staff login, '''  
  
−
enter the '''Username''' as '''Samrudhi'''  
+
*enter the '''Username''' as '''Samrudhi'''  
−
 
+
*and '''Password '''as '''patron'''.  
−
and '''Password '''as patron.  
+
  
 
|-  
 
|-  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on '''Confirm password'''  
 
| 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;"| 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;"| Narration only
 
| 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'''.  
  
Line 426: Line 392:
  
 
|-  
 
|-  
−
| 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;"| Click on '''More >> Set a Permissions.'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab '''More '''and click on '''Set Permissions.'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab '''More '''and click on '''Set Permissions.'''  
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens up.
+
| style="border:1pt solid #000001;padding:0.176cm;"| New page  
 
| style="border:1pt solid #000001;padding:0.176cm;"| A new page opens with the title '''Set permissions for Samruddhi. '''  
 
| 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'''.'''
+
This is the name of the '''Patron '''we created.
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the checkbox for  
+
| 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'''.  
−
'''(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'''.  
+
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, click on the check box for:
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the check box for '''(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.'''  
−
'''(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:  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:  
  
 
'''(borrowers) Add, modify and view patron information'''  
 
'''(borrowers) Add, modify and view patron information'''  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Also, click on:  
  
 
'''(borrowers) Add, modify and view patron information'''  
 
'''(borrowers) Add, modify and view patron information'''  
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on:  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on '''plus sign''' >> click  on: '''(reserveforothers) Place and modify holds for patrons'''  
−
 
+
| style="border:1pt solid #000001;padding:0.176cm;"| Next click on the plus sign here.  Click on:  
−
'''(reserveforothers) Place and modify holds for patrons'''  
+
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next click on:  
+
  
 
'''(reserveforothers) Place and modify holds for patrons'''  
 
'''(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;"| Go to the tab''' editcatalogue'''   >> click on '''plus sign''' >> click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data'''.
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, go to the tab''' tools.'''  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Next, come to the tab''' edit catalogue'''.
  
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign'''
 
  
−
Select
+
Click on the plus sign.
  
−
'''(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
 
  
 +
And click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data'''.
  
−
Select:
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab''' acquisition'''  >> click on '''plus sign''' >> click on ''(acquisition) Acquisition and/or suggestion management'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next, come to the tab''' acquisition.'''
  
−
'''(batch_upload_patron_images) Upload patron images in a batch or one at time'''
 
  
−
|-
+
Click on the '''plus sign'''.
−
| 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:
+
  
−
'''(edit_patrons) Perfom batch modification of patrons'''
 
−
|-
 
−
| style="border:1pt solid #000001;padding:0.176cm;"| Select
 
  
 +
And click on '''(acquisition) Acquisition and/or suggestion management'''.
  
−
'''(import_patrons) Import patron data'''  
+
|-
−
| style="border:1pt solid #000001;padding:0.176cm;"| Also select:
+
| style="border:1pt solid #000001;padding:0.176cm;"| Go to the tab''' tools.'''  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next, for the tab''' tools.'''
  
−
'''(import_patrons) Import patron data'''
 
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Cursor on tab:  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign''' >> Select '''(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.
  
−
'''(reports) Allow access to the reports module'''
 
  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Next, come to the tab:
+
And click on '''(batch_upload_patron_images) Upload patron images in a batch or one at time'''
  
−
'''(reports) Allow access to the reports module'''  
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Select 
 +
'''(edit_patrons) Perform batch modification of patrons'''  
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next, click on
 +
'''(edit_patrons) Perform batch modification of patrons'''.
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign'''.  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Select '''(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;"| Select '''(editauthorities)'''
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Next also click on  
 +
'''edit authorities'''.
  
−
Select:  
+
|-
 +
| style="border:1pt solid #000001;padding:0.176cm;"| Point to tab
 +
'''(reports) Allow access to the reports module'''
  
−
'''(execute _reports) Execute SQL reports'''
+
| style="border:1pt solid #000001;padding:0.176cm;"| Next, come to the tab
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign '''here and''' '''  
+
'''(reports) Allow access to the reports module'''.
  
−
Select:  
+
|-
−
 
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign''' >> Select '''(execute _reports) Execute SQL reports'''
−
'''(execute _reports) Execute SQL reports'''  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click on the '''plus sign ''' and select '''(execute _reports) Execute SQL reports'''  
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Then click on '''Save.'''  
+
| style="border:1pt solid #000001;padding:0.176cm;"| 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;"| 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;"| 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:
+
| style="border:1pt solid #000001;padding:0.176cm;"| With this, we have given all required rights to a '''Library Staff '''with the name '''Ms. Samruddhi.'''  
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+
−
 
+
−
* '''Ms. Samruddhi.'''  
+
  
 
|-  
 
|-  
−
| style="border:1pt solid #000001;padding:0.176cm;"| Click''' Logout.'''  
+
| style="border:1pt solid #000001;padding:0.176cm;"| Click L'''Spoken Tutorial Library >> Logout.'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Now logout from the '''superlibrarian account.'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Now logout from the '''superlibrarian account.'''  
  
−
To do so, go to the top right corner:
+
To do so, go to the top right corner.
  
 +
Click on '''Spoken Tutorial Library'''.
  
−
Click on '''Spoken Tutorial Library''', from the drop down click on '''Log out'''
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From the drop down click on '''Log out'''
  
 
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|-  
 
|-  
 
| style="border:1pt solid #000001;padding:0.176cm;"| '''Assignments'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| '''Assignments'''  
 +
 +
* Add a new '''Patron Category - ‘Research Scholar’'''
 
| style="border:1pt solid #000001;padding:0.176cm;"| For '''Assignments'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| For '''Assignments'''  
 
   
 
   
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|-
+
*Add a new '''Patron Category'''- ‘'''Research Scholar’'''.
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| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Patron category:'''
+
−
 
+
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* Add a new '''Patron Category'''- '''‘Research Scholar’'''
+
−
 
+
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| style="border:1pt solid #000001;padding:0.176cm;"| Add a new '''Patron Category'''- ‘'''Research Scholar’'''  
+
  
 
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|-  
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# Assign all '''Cataloging rights'''  
 
# Assign all '''Cataloging rights'''  
 
# Add all '''Acquisition rights'''  
 
# Add all '''Acquisition rights'''  
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| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Superlibrarian:'''  
 
| style="border:1pt solid #000001;padding:0.176cm;"| Assignment for '''Superlibrarian:'''  
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'''Spoken Tutorial '''workshops  
 
'''Spoken Tutorial '''workshops  
  
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The '''Spoken Tutorial''' Project Team  
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The '''Spoken Tutorial''' Project Team:
  
 
* Conducts workshops using spoken tutorials  
 
* Conducts workshops using spoken tutorials  
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| 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:  
 
| 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  
 
* conducts workshops and  
 
* gives certificates.  
 
* gives certificates.  
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'''Forum '''for specific questions  
 
'''Forum '''for specific questions  
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| 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: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.  
  
 
|-  
 
|-  
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More information on this mission is available at this link.  
 
More information on this mission is available at this link.  
−
 
  
 
|-  
 
|-  

Revision as of 09:30, 4 May 2018


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 also 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

Type 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 and 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.
New page 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 No_Library_Set >> 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.

Login 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

Type Username as Samrudhi >> 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.
Narration only 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.
Click on More >> Set a Permissions. Go to the tab More and click on Set Permissions.
New page 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.
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

Also, click on:

(borrowers) Add, modify and view patron information

Click on plus sign >> click on: (reserveforothers) Place and modify holds for patrons Next click on the plus sign here. Click on:

(reserveforothers) Place and modify holds for patrons

Go to the tab editcatalogue >> click on plus sign >> click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data. Next, come to the tab edit catalogue.


Click on the plus sign.


And click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data.

Go to the tab' acquisition >> click on plus sign >> click on (acquisition) Acquisition and/or suggestion management Next, come to the tab acquisition.


Click on the plus sign.


And click on (acquisition) Acquisition and/or suggestion management.

Go to the tab tools. Next, for 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.


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

Select

(edit_patrons) Perform batch modification of patrons

Next, click on

(edit_patrons) Perform batch modification of patrons.

Select (import_patrons) Import patron data Also select

(import_patrons) Import patron data.

Select (editauthorities) Next also click on

edit authorities.

Point to 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 and select (execute _reports) Execute SQL reports
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 LSpoken Tutorial Library >> Logout. Now logout from the superlibrarian account.

To do so, go to the top right corner.

Click on Spoken Tutorial Library.

From the drop down click on Log out

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
  • Add a new Patron Category - ‘Research Scholar’
For Assignments
  • 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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