Koha-Library-Management-System/C2/Create-a-SuperLibrarian/English

Topic: How to create a Superlibrarian

Contributor: Bella Tony, IIT Bombay

Domain Expert: Manju Naika, Central Library, IIT Bombay

Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay

Keywords: Koha administration, Basic parameters, Libraries and groups, Library code,  OPAC info.

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 a particular module
Slide Number 3 System Requirement	To record this tutorial, I am using: Ubuntu Linux OS 16.04 and 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 in using the username and password	Log in to Koha using your database administrator username and password.
Click on Koha Administration	Click on Koha Administration.
Click on Patrons and circulation >> 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	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 is 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.
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.
Click on Save at the top	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.
Highlight Set permissions for Bella Tony	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 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- Cataloging module Circulation module Serial Control Acquisition etc.	A Superlibrarian can give rights or permissions to another Staff for accessing any other module. For example- Cataloging module Circulation module Serial Control Acquisition, etc.
Click on the tab New Patron Drop-down select Library Staff Salutation as Ms. 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	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 Samruddhi 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.
Go to More >> 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..
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 the 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.
Cursor on Edit catalog >> click on the plus sign. Click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).	Now come to the tab Edit catalog Click on the plus sign. And click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).
Cursor on Acquisition >> click on the 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.
Cursor on tools >> click on the plus sign Click on (batch_upload_patron_images) Upload patron images in a batch or one at a time	Next, for the tab tools, click on the plus sign here. And click on (batch_upload_patron_images) Upload patron images in a batch or one at a time.
Click on (edit_patrons) Perform batch modification of patrons	Next, click on (edit_patrons) Perform batch modification of patrons.
Click on (import_patrons) Import patron data	Also select (import_patrons) Import patron data.
Click on Edit authorities	Next, also click on Edit authorities.
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 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 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 a 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 a 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: Assign all Cataloging rights Add all Acquisition rights	Assignment for Superlibrarian: Add a new Staff for the following roles: Assign all Cataloging rights Add all Acquisition rights
Slide: About Spoken Tutorial project Watch the video available at 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.	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