Koha-Library-Management-System/C2/Create-a-SuperLibrarian/English
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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,
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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 administrative username and password. |
Click on Koha Administration | Click on Koha Administration. |
Cursor on Patrons and circulation
Click on Patron categories |
Under the section 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. |
As mentioned before, note that the fields marked in red are mandatory. | |
Details filled are as follows-
Category code as FAC Description as Faculty 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.
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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.
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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.
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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 the details required under the various sections like:
Patron identity Main address Contact etc. |
Show the filled in the details | I have filled in a few details as shown here.
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Cursor on Library management:
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Under Library management:, locate the field Card Number:
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Cursor on Library
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Next is Library.
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Cursor on Category >> Select, staff from the drop-down
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For Category, I will select Library Staff from the drop-down. |
Cursor at section OPAC/Staff login
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Under the section OPAC/Staff login, enter Username and Password.
Username as library123 Password as library123 |
Enter
Confirm password: library123 |
Again, enter the same password in Confirm password: field. |
Slide Important note-
This will be used a little later to give rights/permissions to a Staff. |
Remember this username and password.
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Go to the top of the page >> Click on Save
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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.
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Cursor on Library use and Edit
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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.
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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
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With this Superlibrarian account, we can give rights/permissions to a Staff.
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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
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Logout from your current session as Database administrative user.
From the drop-down, click on Log out. |
Slide
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.
1. Cataloging module 2. Circulation module 3. Serial Control 4. Acquisition, etc. |
Click on the tab New Patron
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As explained earlier in this tutorial, create a Patron.
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For Category: select Library Staff from the drop-down.
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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.
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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.
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Now logout from the Superlibrarian account.
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With this we come to the end of this tutorial. | |
Summary
In this tutorial we learnt to-
Create a Patron Create a Superlibrarian Give access to a Staff for particular modules |
Let us summarise.
Create a Patron Create a Superlibrarian Give access to a Staff for particular module |
Assignments
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Assignments |
Assignment for Patron category
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Add a new Patron Category- ‘Research Scholar’
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Assignment for Superlibrarian:
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Assignment for Superlibrarian:
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Slide:
About Spoken Tutorial project
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The video at the following link summarizes the Spoken Tutorial project.
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Slide:
Spoken Tutorial workshops
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The Spoken Tutorial Project Team:
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Slide:
Forum for specific questions
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Forum for specific questions
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Slide:
Acknowledgement Spoken Tutorial Project is a part of the Talk to a Teacher project
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Spoken Tutorial Project is a part of the Talk to a Teacher project
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This is Bella Tony from IIT Bombay signing off.
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