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

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 check-box 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	Log-out 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 Log out.
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 check-box 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, log-out from the superlibrarian account.
10:42	To do so, go to the top right corner. Click on spoken tutorial library , from the drop-down click on Log out.
10:54	With this, we come to the end of this tutorial.
10:58	Let us summarize. 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