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

Title of the Script: Add a New Patron

Author: Vaibhavi Satardekar and Maya Hans

Keywords: koha, koha 24.05, add new patron, patron registration Koha 24.05, library management, edit patron, OPAC/Staff login, set library, video tutorial.

Visual Cue	Narration
Slide Number 1 Title Slide	Welcome to this Spoken Tutorial on Add a New Patron in Koha.
Slide Number 2 Learning Objectives In this tutorial, we will learn how to: Add a New Patron Modify patron details	In this tutorial, we will learn how to: Add a New Patron and Modify patron details
Slide Number 3 System Requirements To record this tutorial, I am using Ubuntu Linux OS v22.04 Koha v24.05 Firefox v131.0.3 A working internet connection.	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.
Show Koha login interface	Let us switch to the Koha interface.
Show this / flash this text Username as Bella and Password as Library@1. Click on Log in	To add a new patron, 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 Log in button. If you had given a different username and password, then type that.
Show Koha staff Interface	Koha staff interface opens.
Narration only	Now let's add a New patron.
Click on Patrons	For that click on the Patrons module.
Highlight Patrons page open	This will open the Patrons page.
Click on +New patron Select Library Staff	Now click on add New patron and from the drop-down select Library Staff.
Add patron (Library Staff) page	Add patron, Library Staff, page opens.
Show filled in details. Cursor on Patron identity: Salutation: Ms Surname: S Name: Vaibhavi Select Female Cursor on Contact information: Primary Email: stlibrary@gmail.com Show the filled in the details	Now, we will fill in the details under the various sections. You can fill in the details as shown here. All the messages and overdue notices are sent to the primary email. For now I will skip the Alternate address and Alternate contact sections.
Cursor on Library management: Cursor on Card Number- 2	Scroll down to the Library management section. Recall that we have already assigned card no. 1 to the Superlibrarian. So in the Card Number field we will enter 2.
Cursor on Library From the drop-down, select, Spoken Tutorial Library	Next is the Library field. From the drop-down, select Spoken Tutorial Library, if it is not already selected.
Cursor on Category Select, Library Staff from the drop-down	For Category field, from the drop-down, select Library Staff, if it is not already selected.
Cursor on Allow auto-renewal of items	For Allow auto-renewal of items field, select No. This will allow timely returns, ensure fair access, and manage circulation better.
Cursor on Protected field	Select Yes for the Protected field. This helps us to secure patron information and keep it private.
Cursor on Library setup: Registration Date as 12/02/2024 and Expiry Date as 12/01/2025.	Under the section Library setup fill in the mandatory details as shown here.
Cursor at section OPAC/Staff interface login Enter: Username: Vaibhavi Password: Vaibhavi02 Confirm password: Vaibhavi02	Next let me scroll down to the OPAC/Staff interface login section. We will fill in the login credentials for Ms. Vaibhavi S here. Enter the Username as Vaibhavi and the Password as Vaibhavi02. In the Confirm Password field, enter the same password again, that is Vaibhavi02.
Cursor at section Patron restrictions	Next is the Patron restrictions section. Here we can add specific rules or limitations to a patron's account. I will leave it blank.
Cursor at section Additional attributes and identifiersshow barcode on the summary screen items listing	Next section is Additional attributes and identifiers. Here, click on the field, Show barcode on the summary screen items listings. From the drop down select Yes. This allows quick identification and item verification in a patron's account.
Cursor at section Patron messaging preferences Item due Advance noticeDays in advance Hold filled Item check-in Item check-out Auto renewal (Except) Hold reminder	For Patron messaging preferences. We will mark all the checkboxes under the email column as shown here.
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 top of the page.
Cursor on Ms. Vaibhavi S.	This will bring us back to the Patron details page for Ms. Vaibhavi S. with card number 2.
Cursor on More Click on Set Permissions	I will now set the permissions for this patron. Go to the tabs above the patron’s Name Ms.Vaibhavi S with card number 2. Click on More and from the dropdown select Set Permissions.
Highlight Set permissions for Ms Vaibhavi S. (2)	A page with the title Set permissions for Ms Vaibhavi S. with card number 2 opens. Here we can see the list of all the permissions. To assign the permissions, I will check all the relevant checkboxes.
Click on the checkbox for Check out and check in items (circulate)	Click on the checkbox for Check out and check in items (circulate) permissions. These permissions enable patrons to borrow and return library items in Koha.
Click on the check box for Staff access, allows viewing of catalogue in staff interface (catalogue) Required for staff login.	Scroll Down. Next is the Staff access, allows viewing of catalogue in staff interface permissions. I will click on its checkbox to give the permission. It allows the patron to log into Koha with cataloging task permissions. Note: This field is Required for staff login.
Click on Add, modify and view patron information (borrowers)	Also assign permission for Add, modify and view patron information (borrowers). It allows the user to manage patron records.
Click on the Place and modify holds for patrons(reserveforothers)	Check the Place and modify holds for patrons to give permissions. They enable the user to manage item hold requests on behalf of the patrons.
Cursor on Edit catalog (Modify bibliographic/holdings data).	Next, give permission for Edit catalog. It allows the user to update the bibliographic and holding data for items.
Cursor on Acquisition management(acquisition)	Next give permissions for Acquisition management. It allows managing library orders, invoices, and procurement efficiently.
Cursor on Suggestion management(suggestions)	Also assign permissions for Suggestion management. It allows managing user suggestions for new library acquisitions.
Cursor on Use all tools click on the plus sign	Next, scroll down to set the permissions under, Use all tools. I will assign the permission by checking in the check boxes as shown here.
Cursor on Allow access to the reports module (reports) Click on the plus sign. Select Execute SQL reports (execute _reports)	Next, comes the permissions for Allow access to the reports module. To see the specific permissions here, click on show details. Check the permission Execute SQL reports. We will leave all the other fields as it is.
Click on Save.	Let us finish by clicking on Save at the top of the page. This will bring us to the patron, Ms. Vaibhavi S. with card number 2 page.
Cursor on Ms. Vaibhavi S.	With this we have successfully created a Patron as Library Staff.
Modify patron details	Now, let's learn to modify patron details for the Patron Ms. Vaibhavi S.
Cursor on Patron Vaibhavi S. (2)	Go to the options above the patron name and click the Edit.
Modify patron Ms. Vaibhavi S. (2) (Staff) page Highlight Library setup Expiry date: 12/01/2026	Modify patron Miss Vaibhavi S. page opens. Here, we will modify the Expiry date. For that scroll down to Library setup section and change the date as shown here. Click on Save.
Ms. Vaibhavi S.(2) page.	This will bring us back to the page with the details for Ms. Vaibhavi S .
Narration only	With this we have successfully modified the patron details.
Narration only	With this, we come to the end of this tutorial.
Home Shoe home screen Logout Show the login page	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 Modify patron details	Let us summarise. In this tutorial, we learned to: Add a New Patron and Modify patron details
Slide Number 6 Assignment In the Spoken Tutorial Library Add a new Patron, Swati Ganguli as a staff Assign all Cataloging rights Assign all Acquisition rights	For Assignment In the Spoken Tutorial Library, Add a new Patron, Swati Ganguli as a staff and assign: "All Cataloging rights and "All Acquisition rights
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 at IIT Bombay by the Ministry of Education Govt of India. Thank you	Thank you for joining.

Contributors and Content Editors

Madhurig