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

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Revision as of 15:26, 24 September 2018

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

Ubuntu Linux OS 16.04 and Koha version 16.05

00:34 To follow this tutorial, learners should have knowledge of Library Science.
00:40 To practice this tutorial, you should have Koha installed on your system.
00:46 And You should also have Admin access in Koha.
00:51 Please refer to the Koha spoken tutorial series on this website for more details.
00:58 Let us begin by learning how to add a Patron category.
01:03 Log in to Koha using your database administrator username and password.
01:11 Click on Koha Administration.
01:15 Under Patrons and circulation, click on Patron categories.
01:21 A new page Patron categories opens.
01:25 Click on New Category.
01:28 A new page, New category opens up, prompting us to fill in some details.
01:35 As mentioned before, note that the fields marked in red are mandatory.
01:41 I have filled out a few details here. Please do so likewise.
01:47 For Category type: from the drop-down list, select Staff.
01:53 For Branches limitation: select All Branches.
01:58 Next, click on Save at the bottom of the page.
02:03 The category name that we entered, appears on the page Patron categories.
02:09 In my case, it says Library Staff.
02:13 With this a Patron Category has been created.
02:17 Next, we will learn how to add a Patron.
02:21 Click on Home at the top left corner.
02:25 The Koha homepage opens with a dialog box prompting us to Create a Patron.
02:32 It is mandatory to create a Patron. Otherwise in database administrator role, some parts of Koha will not function.
02:42 As prompted in the dialog box, click on Create Patron.
02:48 Alternately, you may click on Patrons on the Koha home page.
02:54 I will click on Create Patron.
02:58 A new page opens. Click on the tab New Patron.
03:04 From the drop-down, I will select Library Staff.
03:09 A new page- Add patron (Library Staff), opens up.
03:14 Now, fill in the details required under the various sections like:

Patron identity

Main address

Contact etc.

03:26 I have filled out few details as shown here.
03:31 If you don’t have information for any field listed here, then just leave it blank.
03:38 Pause the video and fill in all details and then resume the video.
03:44 Under the section Library management:, locate the field Card Number:
03:51 Note that the number 1 is auto-generated by Koha.
03:56 Hence, you will see a different number on your Koha interface.
04:02 Next is Library.
04:05 From the drop-down, I will select Spoken Tutorial Library.
04:10 Recall: the Spoken Tutorial Library was created earlier in this series.
04:17 If you had given a different name, then choose that name here.
04:22 For Category, I will select Library Staff from the drop-down.
04:27 Under the section OPAC/Staff login, enter Username and Password.
04:34 Each new user should create a new Username and Password.
04:40 I will enter the: Username as Bella
04:43 Password as library
04:46 Again, enter the same password in Confirm password: field.
04:52 Remember this username and password.
04:56 This will be used a little later to give rights/permissions to a Staff.
05:02 After filling in all the details, go to the top of the page and click on Save.
05:09 A new page with the name of the Patron and card number opens.
05:15 In this case, as entered earlier, the page has Patron as Ms Bella Tony with card number 1.
05:24 To edit the sections, click on the Edit tab, located at the bottom of the respective sections.
05:32 Now let us learn how to give permissions to the Patrons.
05:36 On the same page, locate the tab More and click on Set Permissions.
05:44 A new page with the title Set permissions for Bella Tony, opens up.
05:51 Click on the checkbox for (superlibrarian) Access to all librarian functions.
05:58 Then click on Save at the bottom of the page.
06:03 Now, Superlibrarian Ms Bella Tony, having access to all library functions, has been created.
06:12 With this superlibrarian account, we can give rights/permissions to a Staff.
06:19 So, it’s a very important role in the Koha Library Management System.
06:25 Let’s now learn how to give access to a Staff for a particular module.
06:31 Logout from your current session as a Database administrative user.
06:36 To do so, go to the top right corner and click on No Library Set.
06:43 From the drop-down, click on Logout.
06:47 Now, login with the Superlibrarian account.
06:52 A Superlibrarian can give rights or permissions to another Staff for accessing any other module.
07:00 For example- Cataloging module, Circulation module
07:05 Serial Control, Acquisition, etc.
07:10 As explained earlier Create a Patron.
07:14 Click on the tab New Patron. From the drop-down select Library Staff
07:21 Select Salutation as Ms. Enter the Surname as Samruddhi
07:29 For Category: Select Library Staff from the drop-down.
07:35 Do not select any other option.
07:39 Under the section OPAC/Staff login,
07:43 Enter the Username as Samruddhi and Password as patron.
07:51 Again, enter the same Password in the Confirm password field.
07:57 Remember this username and password as this will be used for further login as a staff.
08:05 After filling in all the details, click on Save at the top of the page.
08:12 Now give permissions to this particular Patron.
08:16 Go to the tab More and click on Set Permissions.
08:22 A new page opens with the title Set permissions for Samruddhi.
08:28 This is the name of the Patron we created.
08:32 Click on the checkbox for (circulate) Check out and check in items..
08:38 Next, click on the check box for (catalogue) Required for staff login.
08:46 Also click on (borrowers) Add, modify and view patron information.
08:52 Next, click on the plus sign here.
08:56 Click on reserveforothers Place and modify holds for patrons.
09:03 Next come to the tab Edit catalog
09:07 Click on the plus sign. And click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).
09:17 Next come to the tab Acquisition . Click on the plus sign. And click on (acquisition) Acquisition and/or suggestion management.
09:30 Next, for the tab tools, click on the plus sign here.
09:36 And click on (batch_upload_patron_images) Upload patron images in a batch or one at a time.
09:47 Next, click on (edit_patrons) Perform batch modification of patrons.
09:55 Also select (import_patrons) Import patron data.
10:01 Next, also click on Edit authorities.
10:07 Next come to the tab (reports), Allow access to the reports module.
10:14 Click on the plus sign and select (execute _reports) Execute SQL reports.
10:23 Then click on Save at the bottom of the page.
10:28 With this we have given all required rights to a Library Staff with the name Ms. Samruddhi.
10:37 Now logout from the superlibrarian account.
10:42 To do so, go to the top right corner, Click on spoken tutorial library , from the dropdwon click on Logout.
10:54 With this we come to the end of this tutorial.
10:58 Let us summarise. In this tutorial we learnt to:
11:03 Add a Patron category

Create a Patron

11:08 Create a Superlibrarian

Give access to a Staff for a particular module

11:16 For Assignments - Add a new Patron Category- 'Research Scholar’
11:23 Assignment for Superlibrarian: Add a new Staff for the following roles:
11:30 Assign all Cataloging rights

And Add all Acquisition rights

11:37 The video at the following link summarizes the Spoken Tutorial project.Please download and watch it.
11:45 The Spoken Tutorial Project Team: conducts workshops and gives certificates. For more details, please write to us.
11:56 Please post your timed queries in this forum.
12:00 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
12:12 This is Bella Tony from IIT Bombay signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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