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.
00:35	To follow this tutorial, learners should have knowledge of Library Science.
00:42	To practice this tutorial, you should have Koha installed on your system.
00:48	And, You should also have Admin access in Koha.
00:53	Please refer to the Koha spoken tutorial series on this website for more details.
01:00	Let us begin by learning how to add a Patron category.
01:05	Log in to Koha using your database administrator username and password.
01:13	Click on Koha Administration.
01:18	Under Patrons and circulation, click on Patron categories.
01:24	A new page Patron categories opens.
01:28	Click on New Category.
01:31	A new page, New category opens up, prompting us to fill in some details.
01:38	As mentioned before, note that the fields marked in red are mandatory.
01:45	I have filled out a few details here. Please do so likewise.
01:51	For Category type: from the drop-down list, select Staff.
01:57	For Branches limitation: select All Branches.
02:02	Next, click on Save at the bottom of the page.
02:07	The category name that we entered, appears on the page Patron categories.
02:14	In my case, it says Library Staff.
02:19	With this, a Patron Category has been created.
02:23	Next, we will learn how to add a Patron.
02:28	Click on Home at the top left corner.
02:32	The Koha homepage opens with a dialog box prompting us to Create a Patron.
02: 39	It is mandatory to create a Patron. Otherwise in database administrator role, some parts of Koha will not function.
02:50	As prompted in the dialog- box, click on Create Patron.
02:56	Alternately, you may click on Patrons on the Koha home page.
03:02	I will click on Create Patron.
03:06	A new page opens. Click on the tab New Patron.
03:12	From the drop-down, I will select Library Staff.
03:17	A new page- Add patron (Library Staff), opens up.
03:22	Now, fill in the details required under the various sections like: Patron identity, Main address, Contact etc.
03:34	I have filled out few details as shown here.
03:39	If you don’t have information for any field listed here, then just leave it blank.
03:47	Pause the video and fill in all details and then resume the video.
03:53	Under the section Library management, locate the field Card Number.
04:01	Note that the number 1 is auto-generated by Koha.
04:07	Hence, you will see a different number on your Koha interface.
04:13	Next is Library.
04:16	From the drop-down, I will select Spoken Tutorial Library.
04:21	Recall: the Spoken Tutorial Library was created earlier in this series.
04:28	If you had given a different name, then choose that name here.
04:34	For Category, I will select Library Staff from the drop-down.
04:40	Under the section OPAC/Staff login, enter Username and Password.
04:47	Each new user should create a new Username and Password.
04:53	I will enter the Username as Bella,
04:57	Password as library.
05:00	Again, enter the same password in Confirm password: field.
05:06	Remember this username and password.
05:10	This will be used a little later to give rights/permissions to a Staff.
05:17	After filling in all the details, go to the top of the page and click on Save.
05:25	A new page with the name of the Patron and card number opens.
05:31	In this case, as entered earlier, the page has Patron as Ms Bella Tony with card number 1.
05:41	To edit the sections, click on the Edit tab, located at the bottom of the respective sections.
05:49	Now let us learn how to give permissions to the Patrons.
05:55	On the same page, locate the tab More and click on Set Permissions.
06:03	A new page with the title Set permissions for Bella Tony, opens up.
06:09	Click on the check-box for (superlibrarian) Access to all librarian functions.
06:16	Then click on Save at the bottom of the page.
06:21	Now, Superlibrarian Ms Bella Tony, having access to all library functions, has been created.
06:30	With this superlibrarian account, we can give rights/permissions to a Staff.
06:37	So, it’s a very important role in the Koha Library Management System.
06:43	Let’s now learn how to give access to a Staff for a particular module.
06:50	Log-out from your current session as a Database administrative user.
06:56	To do so, go to the top right corner and click on No Library Set.
07:03	From the drop-down, click on Log out.
07:08	Now, login with the Superlibrarian account.
07:13	A Superlibrarian can give rights or permissions to another Staff for accessing any other module.
07:22	For example- Cataloging module, Circulation module,
07:27	Serial Control', Acquisition etc.
07:32	As explained earlier Create a Patron.
07:36	Click on the tab New Patron. From the drop-down, select Library Staff.
07:43	Select Salutation as Ms. Enter the Surname as Samruddhi.
07:51	For Category, select Library Staff from the drop-down.
07:57	Do not select any other option.
08:01	Under the section OPAC/Staff login, enter the Username as Samruddhi and Password as patron.
08:13	Again, enter the same Password in the Confirm password field.
08:20	Remember this username and password as this will be used for further login as a staff.
08:27	After filling in all the details, click on Save at the top of the page.
08:34	Now, give permissions to this particular Patron.
08:39	Go to the tab More and click on Set Permissions.
08:45	A new page opens with the title Set permissions for Samruddhi.
08:52	This is the name of the Patron we created.
08:57	Click on the check-box for (circulate) Check out and check in items..
09:04	Next, click on the check box for (catalogue) Required for staff login.
09:12	Also, click on (borrowers) Add, modify and view patron information.
09:19	Next, click on the plus sign here.
09:24	Click on reserveforothers Place and modify holds for patrons.
09:31	Next, come to the tab Edit catalog.
09:35	Click on the plus sign. And, click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).
09:46	Next, come to the tab Acquisition . Click on the plus sign. And, click on (acquisition) Acquisition and/or suggestion management.
09:59	Next, for the tab tools, click on the plus sign here.
10:05	And, click on (batch_upload_patron_images) Upload patron images in a batch or one at a time.
10:16	Next, click on (edit_patrons) Perform batch modification of patrons.
10:24	Also, select (import_patrons) Import patron data.
10:30	Next, also click on Edit authorities.
10:36	Next, come to the tab (reports), Allow access to the reports module.
10:43	Click on the plus sign and select (execute _reports) Execute SQL reports.
10:52	Then click on Save at the bottom of the page.
10:57	With this we have given all required rights to a Library Staff with the name Ms. Samruddhi.
11:07	Now, log-out from the superlibrarian account.
11:11	To do so, go to the top right corner. Click on spoken tutorial library , from the drop-down click on Log out.
11:23	With this, we come to the end of this tutorial.
11:27	Let us summarize. In this tutorial, we learnt to:
11:33	Add a Patron category, Create a Patron,
11:39	Create a Superlibrarian, Give access to a Staff for a particular module.
11:47	For Assignments - add a new Patron Category- 'Research Scholar’.
11:54	Assignment for Superlibrarian: add a new Staff for the following roles-
12:01	Assign all Cataloging rights, and add all Acquisition rights.
12:09	The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
12:17	The Spoken Tutorial Project Team: conducts workshops and gives certificates. For more details, please write to us.
12:28	Please post your timed queries in this forum.
12:32	Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
12:45	This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14