Koha-Library-Software/C2/Koha-Web-Installation-and-Onboarding/English

Title of the Script: Koha Web installation and Onboarding

Author: Vaibhavi Satardekar and Maya Hans

Keywords: koha, Web Installation, Koha onboarding process, Koha v24.05, library management system, Koha administrative login, Koha configuration settings, web installer, onboarding, MARC21 Configuration, Superlibrarian, basic setup, video tutorial.

Visual Cue	Narration
Slide Number 1 Title Slide	Welcome to this Spoken Tutorial on Koha Web Installation and Onboarding.
Slide Number 2 Learning Objectives	In this tutorial, we will learn about the Koha web setup through: Web Installer and Onboarding
Slide Number 3 System Requirements Ubuntu Linux OS version 22.04 Koha version 24.05 Firefox version 131.0.3	To record this tutorial, I am using Ubuntu Linux OS version 22 point 04 Koha version 24 point 05 Firefox version 131 point 0 point 3 I also have a working internet connection.
Slide Number 4 Pre-requisites https://spoken-tutorial.org/	To follow this tutorial, you should have, Koha installed on your system and Admin a access to Koha. If not, refer to the Koha Installation tutorial on this site.
Slide Number 5 Pre-requisites	Also, you should have knowledge of Library Science.
Show Koha web installer login page Highlight the list of activities. Show screenshots of installation and onboarding steps	Let us begin now. I have already installed Koha on my system. Let me go to the Firefox browser and type 127 point 0 point 0 point 0 colon 8080. This will open the Koha Login page.
Log into Koha with Username as koha_library and Password as koha123. Click on Login button	I will Log in using the credential that I had set earlier during the installation. So, I will type the username as koha_library and the password as koha123. We suggest that for practicing you should enter the details as demonstrated. However, if you wish to enter different details, then keep a track of it. Click on the Log in button.
Show login page	The Koha web setup has two activities. First is web Installation and second is Onboarding. Web installer sets up and configures the database. Onboarding creates a library, patron, item type etc, to start using the Koha.
Highlight Choose your language Show language drop-down >> en	Choose your language page opens. Here, we will pick the language for the Koha. Go to the field Select a language. From the drop-down, select en for English, if it is not already selected.
Click Continue to the next step Highlight Check Perl dependencies Highlight the text Choose your language	To continue, click on Continue to the next step button at the bottom left. Check Perl dependencies page opens. Did you notice the change in the text colour for Choose your language? It has turned green. This implies that the step is successfully completed.
Highlight the 2 messages All required Perl modules appear to be installed. All dependencies installed.	Note the following messages: All required Perl modules appear to be installed. and All dependencies installed.
Click on Continue to the next step button.	To proceed click on Continue to the next step button at the bottom of the page.
Highlight Database settings	The Database settings page opens.
Highlight to the values displayed	Here Database settings values given during the Koha installation are displayed.
Click on Continue to the next step button.	Go through them and click on Continue to the next step button.
Highlight Connection established Highlight the message Database Koha_library exists. User Koha_library has all required privileges on database Koha_library. Click on Continue to the next step button.	Observe the message in green. It says Connection established. Also the following messages appear: Database Koha_library exists. and User Koha_library has all required privileges on database Koha_library. This means that the database is successfully created. Click on Continue to the next step button.
Highlight Set up a database Now we're ready to create the database tables and fill them with some default data	This loads the Set up database page. The page says - Now we're ready to create the database tables and fill them with some default data.
Click on the Continue to the next step button Show a timer/sand clock Highlight Success Highlight Database tables created. Click on the Continue to the next step button	So, click the Continue to the next step button to create the database tables. This step may take some time. On completion of this step, Success page appears. It says Database tables created. Once you see this message, proceed by clicking on Continue to the next step button.
Highlight Install basic configuration settings	This brings us to the Install basic configuration settings page. Now we are ready to do some basic configuration to use Koha.
Click on the Continue to the next step button	So click the Continue to the next step button.
Highlight Select your MARC flavor Highlight the Information about the MARC	This leads us to the page, Select your MARC flavor. Read the information provided on this page.
Select MARC21	MARC stands for Machine Readable Cataloging. A MARC record contains bibliographic record information about an item. MARC21 is used globally. UNIMARC tends to be used in few European countries. We will select the MARC21 here.
Click on the Continue to the next step button.	To confirm the selection, click on Continue to the next step button.
Highlight Selecting default settings Highlight MARC Frameworks: MARC21. Highlight Mandatory section.Point to the selected Default MARC21 checkboxes	Now we come to the Selecting default settings page. Here first we will select the setting for the MARC Frameworks: MARC21. Observe that the fields under the mandatory sections are already selected.
Highlight Optional section ISBN FA Simple MARC 21	Scroll down the Optional section. Select all the fields as shown here. Also, read the details for each option carefully.
Scroll down, Highlight Other Data section Highlight Mandatory fields	Next, scroll down to select the setting for the Other data. Here you will notice that all the mandatory fields are already selected.
Highlight the selected options Some basic default authorities CSV MARC code list of relators Useful patron attribute types Allow access to the following	Under the Optional field, select the fields as shown here. Also, read the details for each option carefully.
Click on Import button	Now click on Import button. This will enable all the selected functionalities in Koha.
Highlight Default data-loaded	We are now brought to the Default data loaded page.
Scroll down Highlight Basic installation completed. Highlight the text	Scroll down this page. It says Basic installation complete. Read the information displayed on the screen.
Click on Set up some of Koha’s basic requirements button	Click on the button, Set up some of Koha’s basic requirements.
Highlight Installation complete Highlight Congratulations, installation complete.	This brings us to Installation complete page. Here we see the message Congratulations, installation complete. Which means that the installation is successfully completed.
Click on Begin the onboarding process button.	Now, we will begin the onboarding. Click on Begin the onboarding process button.
Highlight Create a Library	The page Create a library opens. Here we are prompted to enter the Library details.
Highlight Library Code: ST Name: Spoken Tutorial Library Point to the red asterisk fields Highlight instruction at the bottom of the page Administration › Libraries and group	Fill in the fields Library code and Name for the library, as I have done here. Some important things to note are- There should be no space in the Library code It should be less than 10 characters long. This code will be used as a unique identifier in the database. The fields marked in red are mandatory. We can add more libraries and settings later through the Administration module.
Click on the Submit button	Click on the Submit button to create the library.
Highlight Create a patron category Point to the success message	The page Create a patron category opens. The text highlighted in green confirms that the Library created!
Highlight Category code as LS Description as Library Staff Default privacy from drop down select Default. Enrollment period in months: 50 Show only the filled details in the video.	I have filled in the details as shown here. You can pause the video to fill in the details and then resume. The information to add more patron categories and settings is provided here.
Click on Submit Highlight Create Koha Administrator Patron	Now, click on the Submit button to create the patron category. Create Koha Administrator Patron page opens.
Highlight Patron Category created Highlight the text	The highlighted text in green says Patron Category created. Read the information provided on this page. Here we will create a patron with the superlibrarian permissions.
Cursor on Administrator identity Highlight Surname: Tony First name: Bella Card Number- 1 Library as Spoken Tutorial Library Patron category as Library Staff	Under Administrator identity, fill in the superlibrarian details as shown here.
Highlight Administrator account permissions Superlibrarian	Note that under Administrator account permissions, superlibrarian is mentioned by default.
Cursor on Administrator login Highlight the fields: Username: Bella Password:	Under Administrator login, we will set the login credentials for superlibrarian. I will enter; Username as Bella and Password as Library@1
Highlight the field Confirm password	To reconfirm, enter the same password, Library@1, in the Confirm password field.
Narration	Please remember this username and password. This will be used later to give rights and permissions to the Staff.
Highlight the text	Details To create another patron and To edit patron permissions are mentioned at the bottom of the page.
Click on Submit at the bottom Highlight Create a new item type	I will click on the Submit button to proceed ahead. Create a new item type page opens.
Point to the message: Administrator account created!	The text highlighted in green says, Administrator account created.
Scroll down Highlight the field Item type code	Read the information provided here on the screen. The first field here is Item type code. It is a short identifier for each item type.
Highlight BK	I will enter the Item type code as BK.
Highlight Description field	The Description field describes the item type.
Highlight Books	Here, I will type Books. Details To create another item type and its settings are mentioned at the bottom of the page.
Click on Submit button Highlight Create a new circulation rule	Now, click on the Submit button to create the item type. Create a new circulation rule page opens.
Highlight New item type created	Text highlighted in green says New item type created.
Highlight the text Highlight Library branch, >> select Spoken Tutorial Library Highlight Patron category, >> select Library staff Highlight Item type >> click on BK. Highlight Current checkouts allowed >> enter 5 Highlight Loan period>> 30 Highlight Point to For Unit Highlight Renewals allowed (count) >> 5 Highlight Point to Renewal period: 25 Highlight Holds allowed (Total) >> 5 Highlight Holds allowed (daily) >> 5 Highlight Holds per record (count) >> 5 Highlight On shelf holds allowed >> select If all unavailable.	Now we can go ahead and Create a new circulation rule. These rules may vary from library to library. For this tutorial, we will set the following rules. I have filled in the details as shown here. You may pause the video here, fill in the details and resume.
Click on Submit Highlight Web installer > Complete	To complete creation of circulation rules click on the Submit button. Web installer, Complete page opens.
Highlight the message Highlight Congratulations you have finished and are ready to use Koha	The text highlighted in green says Circulation rule created! Notice the text in green color with tick mark! It means, Installation and Onboarding is completed successfully. Also, you will see the message Congratulations you have finished and ready to use Koha.
Click on the button Start using Koha Highlight Koha Login Highlight username and password Show staff interface Show logout steps	Now click on the button Start using Koha to explore Koha. This will bring us to the Koha Login Interface. To login we will use the superlibrarian credentials. I will type the Username as Bella and Password as Library@1 For Select Library, My library is selected by default. Here I will select the Spoken Tutorial Library. Now click on Log in. The Koha staff interface will open. We will explore this interface as we go ahead in this series. For now we will logout. To logout, click on Bella, Spoken Tutorial Library on top right of the page. From the dropdown select Logout.
Narration Only	With this, we come to the end of this tutorial.
Slide Number 6 Summary In this tutorial, We learned about Koha web installation and Onboarding in Koha.	Let's do a quick recap. In this tutorial, we learned about, Koha web installation and Onboarding in Koha.
Slide Number 7 Summary We covered how to: Create a library Create a patron category Create a Koha administrator patron Create a new item type Create a new circulation rule	We also covered how to: Create a library Create a patron category Create a Koha administrator patron, that is superlibrarian Create a new item type and Create a new circulation rule
Slide Number 8 About Spoken Tutorial project Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial It summarizes 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 Number 9 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 [about:blank http://contact@spoken-tutorial.org]	The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
Slide Number 10 Forum for specific questions	We will be happy to answer your specific questions regarding this tutorial. Post your questions in the forum and our team will get back to you
Slide Number 11 Acknowledgement The Spoken Tutorial project was established at IIT Bombay by the Ministry of Education Govt of India. Thank you for joining.	Thank you for joining.

Contributors and Content Editors

Madhurig