Koha-Library-Software/C2/Add-a-New-Patron-Category/English

Title of the Script: Add a New Patron Category

Author: Vaibhavi Satardekar and Maya Hans

Keywords: koha, koha 24.05, add new patron category, Koha library membership categories, video tutorial.

Visual Cue	Narration
Slide Number 1 Title Slide	Welcome to this Spoken Tutorial on Add a New Patron Category in Koha.
Slide Number 2 Learning Objectives	In this tutorial, we will learn how to: Add a New Patron Category
Slide Number 3 System Requirements	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 access in Koha. If not, refer to the Koha Installation tutorial on this site. Also, you should have knowledge of Library Science. Let us switch to the Koha Interface.
Show Koha login interface	This will open the Koha Login page.
Username as Bella and Password as Library@1. Click on Log in	To add a new patron category, we have to login as superlibrarian. So, I will type the username as Bella and the password as Library@1. For the library field, from the drop down select Spoken Tutorial Library. Now click on the Login button. If you had given a different username and password, then type that.
Show Koha staff Interface	This will lead us to the Koha staff interface.
Click on Koha administration	Click on the Koha administration module.
Scroll down to Patrons and Circulation>> Patron categories	Scroll down to Patrons and Circulation and click on Patron categories.
Cursor on Patron categories	A new page Patron categories opens.
Click on +New category	To add a new patron category click on New category.
Cursor on New category	A New category page opens prompting us to fill in some details.
Point to the fields marked in red.	Notice that all the fields marked in red are mandatory.
Highlight as narrated Category code as ST Description as Student	Let us fill in a few details. Category code as ST Description as Student
Highlight Enrollment period: In months:50	For Enrollment period, In months field enter 50.
Highlight Password expiration	I am leaving the Password expiration field blank. It sets a time limit for how long a patron's password remains valid.
Highlight Age required as 18 years	For Age required field enter 18 years.
Point to Upperage limit Enrollment fees	I am leaving the Upper age limit, and Enrollment fee fields blank. These fields are set as per the library policy.
Point to Overdue notice required	For Overdue notice required field, select Yes to send the overdue notices.
Scroll down. Point to Lost items in staff interface	Scroll down. For the Lost items in staff interface field from the dropdown select Shown.
Point to Hold fees	For Hold fee field I am leaving it blank. If you have any policy then charge accordingly.
Cursor on Category type: >> From the drop-down select Adult	For the Category type field, from the drop-down select Adult.
Cursor on Can be guarantee >> From the drop-down select No	For Can be guarantee field, select No from the drop down.
Cursor on Library limitation: >> Select Spoken Tutorial Library.	For Library Limitations, select Spoken Tutorial Library.
Scroll Down. Point to Password reset in OPAC Password change in OPAC	Scroll Down. For the fields, Password reset in OPAC and Password change in OPAC, from drop-down select Allowed. This allows resetting and changing passwords in OPAC.
Point to Minimum password	Here, we can set the Minimum password length. I am leaving it blank to use the system's default length.
Point to Requires strong password	For Require strong password, select Yes/No as per the policy. I am selecting Yes.
Point to Block expire patrons	For Block expire patrons, from the drop-down select Block.
Point to Default privacy	For Default privacy, from the drop-down select Default.
Point to Exclude from local holds priority	For Exclude from local holds priority, from the drop-down select No.
Scroll Down. Point to Default messaging preferences* Item due Advance notice Hold filled Item check-in Item check-out Auto renewal (Except) Hold reminder	Scroll down. For this patron category, check all Default messaging preferences as shown.
Advance notice - Days in advance	For Advance notice, under Days in advance select 3 days.
Click on Save	To complete, click on the Save button at the bottom of the page.
Highlight Patron categories page. Success message	This will bring us back to Patron categories page. The text highlighted in blue confirms the Patron category inserted successfully.
Narration only	With this, we come to the end of this tutorial.
Home icon Show staff interface Logout Show login screen	To continue with the next tutorial, go to the top left corner of the page. Click on the home icon and stay logged in. To logout from the current session, go to the top right corner of the page. Click on Bella, Spoken Tutorial Library. From the drop down select Logout.
Slide Number 5 Summary In this tutorial, we learned to:* Add a new Patron Category	Let’s quickly recap! Today, we learned to * Add a new Patron Category
Slide Number 6 Assignment Add a new patron category, Research Scholar under Spoken Tutorial Library.	As an assignment Practice by adding a new patron category, Research Scholar under Spoken Tutorial Library.
Slide Number 7 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 8 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 9 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 10 Acknowledgment The Spoken Tutorial project was established by the Ministry of Education Govt of India. Thank you	Thank you for joining.

Contributors and Content Editors

Madhurig