Difference between revisions of "Koha-Library-Management-System/C2/Create-a-SuperLibrarian/English"

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m (Protected "Koha-Library-Management-System/C2/Create-a-SuperLibrarian/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)))
 
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Line 17: Line 17:
  
 
'''Title Slide'''
 
'''Title Slide'''
−
| Welcome to the '''Spoken Tutorial''' on how to create a '''Superlibrarian.'''
+
| Welcome to the '''spoken tutorial''' on how to create a '''Superlibrarian.'''
  
 
|-
 
|-
Line 23: Line 23:
  
 
'''Learning Objectives'''
 
'''Learning Objectives'''
−
| In this tutorial we will learn to-* Add a '''Patron category'''
+
| In this tutorial we will learn to-
 +
* Add a '''Patron category'''
 
* Create a''' Patron'''
 
* Create a''' Patron'''
 
* Create a '''Superlibrarian'''
 
* Create a '''Superlibrarian'''
Line 36: Line 37:
 
| To record this tutorial, I am using:
 
| To record this tutorial, I am using:
  
−
* '''Ubuntu Linux OS 16.04'''
+
* '''Ubuntu Linux OS 16.04''' and
 
* '''Koha version 16.05'''
 
* '''Koha version 16.05'''
  
Line 56: Line 57:
 
You should also have '''Admin''' access in '''Koha.'''
 
You should also have '''Admin''' access in '''Koha.'''
  
−
Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
+
Please refer to the '''Koha spoken tutorial '''series on this website for more details.
  
 
|-
 
|-
 
|  
 
|  
−
| Let us begin by learning '''how to add a Patron category'''.
+
| Let us begin by learning how to add a '''Patron category'''.
  
 
|-
 
|-
−
| Log into '''Koha '''using the '''username '''and '''password '''
+
| Log in using the '''username '''and '''password '''
−
| Log into '''Koha '''using your '''database administrator username '''and '''password.'''
+
| Log in to '''Koha '''using your '''database administrator username '''and '''password.'''
  
 
|-
 
|-
Line 71: Line 72:
  
 
|-
 
|-
−
| === Cursor on Patrons and circulation ===
+
| Click on '''Patrons and circulation''' >> '''Patron categories'''
−
 
+
| Under '''Patrons and circulation''', click on '''Patron categories'''.
−
Click on '''Patron categories'''
+
−
| === Under Patrons and circulation, click on Patron categories. ===
+
  
 
|-
 
|-
 
| Cursor on '''Patron categories'''
 
| Cursor on '''Patron categories'''
−
| == A new page Patron categories opens. ==
+
| A new page '''Patron categories''' opens.
  
 
|-
 
|-
 
| Click on '''+New Category'''
 
| Click on '''+New Category'''
−
| Click on '''+New Category.'''
+
| Click on '''New Category.'''
  
 
|-
 
|-
Line 92: Line 91:
  
 
'''Description:'''
 
'''Description:'''
−
| A new page, '''New category '''opens up prompting us to fill in some details.
+
| A new page, '''New category '''opens up, prompting us to fill in some details.
  
 
|-
 
|-
 
| Narration only
 
| Narration only
−
| As mentioned before, note that the fields marked in red are mandatory.
+
| As mentioned before, note that the '''fields''' marked in red are mandatory.
  
 
|-
 
|-
Line 126: Line 125:
 
|-
 
|-
 
| Cursor on '''Library Staff'''
 
| Cursor on '''Library Staff'''
−
| The '''category''' name that we entered appears on the page '''Patron categories.'''
+
| The '''category''' name that we entered, appears on the page '''Patron categories.'''
  
 
In my case, it says '''Library Staff.'''
 
In my case, it says '''Library Staff.'''
Line 139: Line 138:
  
 
|-
 
|-
−
| Click on '''Home '''at the top left corner
+
| Click on '''Home '''
 
| Click on '''Home '''at the top left corner.
 
| Click on '''Home '''at the top left corner.
  
 
|-
 
|-
 
|Cursor on dialog box
 
|Cursor on dialog box
−
|The '''Koha''' homepage opens with a dialog box prompting us to '''Create a''' '''Patron.'''
+
|The '''Koha homepage''' opens with a dialog box prompting us to '''Create a Patron.'''
  
 
|-
 
|-
 
|Slide
 
|Slide
  
−
It’s mandatory to '''Create a''' '''Patron.'''
+
It’s mandatory to create a '''Patron.'''
  
−
Otherwise in '''database administrator '''role''',''' some parts of '''Koha''' will not function.
+
Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.
 
|It is mandatory to create a '''Patron.'''
 
|It is mandatory to create a '''Patron.'''
  
  
−
Otherwise in '''database administrator '''role''',''' some parts of '''Koha''' will not function.
+
Otherwise in '''database administrator '''role, some parts of '''Koha''' will not function.
  
 
|-
 
|-
 
|Click on '''+Create Patron.'''
 
|Click on '''+Create Patron.'''
−
|As prompted in the dialog box, click on '''+Create Patron.'''
+
|As prompted in the dialog box, click on '''Create Patron.'''
  
−
Alternately, you may click on '''Patrons '''on the '''Koha''' home page'''.'''
+
 
 +
Alternately, you may click on '''Patrons '''on the '''Koha home page'''.
  
 
|-
 
|-
 
|Click on '''Create Patron'''
 
|Click on '''Create Patron'''
−
|I will click on '''Create Patron'''
+
|I will click on '''Create Patron.'''
  
 
|-
 
|-
−
|A new page opens  
+
|New page opens  
 
|A new page opens.
 
|A new page opens.
  
 
|-
 
|-
 
|Click on the tab '''+New Patron >> '''Select '''Library staff'''
 
|Click on the tab '''+New Patron >> '''Select '''Library staff'''
−
|Click on the tab '''+New Patron.'''
+
|Click on the tab '''New Patron.'''
 +
 
  
 
From the drop-down, I will select '''Library Staff.'''
 
From the drop-down, I will select '''Library Staff.'''
Line 196: Line 197:
 
'''Main address'''
 
'''Main address'''
  
−
'''Contact etc.'''
+
'''Contact '''etc.
  
 
|-
 
|-
Line 202: Line 203:
 
| I have filled out few details as shown here.
 
| I have filled out few details as shown here.
  
−
If you don’t have information for any field listed here, then just leave it blank.
+
If you don’t have information for any '''field''' listed here, then just leave it blank.
 +
 
  
 
Pause the video and fill in all details and then resume the video.
 
Pause the video and fill in all details and then resume the video.
Line 210: Line 212:
  
 
Cursor on '''Card Number- 1'''
 
Cursor on '''Card Number- 1'''
−
|Under the section '''Library management:, '''locate the field '''Card Number:'''
+
|Under the section '''Library management:, '''locate the '''field Card Number:'''
 +
 
 +
Note that the number '''1 '''is auto-generated by '''Koha.'''
  
−
Note that- the number '''1 '''is auto-generated by '''Koha.'''
 
  
 
Hence, you will see a different number on your '''Koha interface.'''
 
Hence, you will see a different number on your '''Koha interface.'''
Line 224: Line 227:
  
 
From the drop-down, I will select '''Spoken Tutorial Library.'''
 
From the drop-down, I will select '''Spoken Tutorial Library.'''
 +
  
 
Recall: the '''Spoken Tutorial Library''' was created earlier in this series.
 
Recall: the '''Spoken Tutorial Library''' was created earlier in this series.
 +
  
 
If you had given a different name, then choose that name here.
 
If you had given a different name, then choose that name here.
  
 
|-
 
|-
−
|Cursor on '''Category  >> '''Select, '''Library Staff''' from the drop-down
+
|Cursor on '''Category >> '''Select, '''Library Staff''' from the drop-down
 
|For '''Category''', I will select '''Library Staff''' from the drop-down.
 
|For '''Category''', I will select '''Library Staff''' from the drop-down.
  
Line 255: Line 260:
  
 
'''Confirm password: ''' '''library123'''
 
'''Confirm password: ''' '''library123'''
−
|Again, enter the same password in '''Confirm password: '''field.    
+
|Again, enter the same password in '''Confirm password: field'''.  
  
 
|-
 
|-
Line 269: Line 274:
  
 
|-
 
|-
−
|Go to the top of the page  >> Click on '''Save'''
+
|Click on '''Save''' at the top
−
|After filling in all the details,  
+
|After filling in all the details, go to the top of the page and click on '''Save.'''
−
 
+
−
Go to the top of the page and click on '''Save.'''
+
  
 
|-
 
|-
Line 278: Line 281:
 
|A new page with the name of the '''Patron''' and '''card number''' opens.
 
|A new page with the name of the '''Patron''' and '''card number''' opens.
  
−
In this case, as entered earlier, the page has '''Patron '''as '''Ms Bella Tony '''with '''card number''' '''1.'''
+
In this case, as entered earlier, the page has '''Patron '''as '''Ms Bella Tony '''with '''card number 1.'''
  
 
|-
 
|-
Line 291: Line 294:
  
 
|-
 
|-
−
|Cursor on '''More  >> '''Click on '''Set Permissions'''
+
|Cursor on '''More >> '''Click on '''Set Permissions'''
 
|On the same page, locate the tab '''More''' and click on '''Set Permissions.'''
 
|On the same page, locate the tab '''More''' and click on '''Set Permissions.'''
  
 
|-
 
|-
−
|Cursor on new page '''Set permissions for Bella Tony''', opens
+
|Highlight '''Set permissions for Bella Tony'''
 
|A new page with the title '''Set permissions for Bella Tony, '''opens up.
 
|A new page with the title '''Set permissions for Bella Tony, '''opens up.
  
 
|-
 
|-
−
|Click in the checkbox:
+
|Click in the checkbox: '''(superlibrarian) Access to all librarian functions'''
−
 
+
|Click on the checkbox for '''(superlibrarian) Access to all librarian functions.'''
−
'''(superlibrarian) Access to all librarian functions'''
+
−
|Click on the checkbox for
+
−
 
+
−
'''(superlibrarian) Access to all librarian functions.'''
+
  
 
|-
 
|-
 
|Click '''Save'''
 
|Click '''Save'''
−
|Then click on '''Save''' at the bottom of the page
+
|Then click on '''Save''' at the bottom of the page.
  
 
|-
 
|-
 
|Slide
 
|Slide
  
−
'''Superlibrarian Ms Bella Tony''' having access to all library functions, has been created.
+
'''Superlibrarian Ms Bella Tony''' having access to all '''library functions''', has been created.
−
|Now, '''Superlibrarian Ms Bella Tony,''' having access to all library functions, has been created.
+
|Now, '''Superlibrarian Ms Bella Tony,''' having access to all '''library functions''', has been created.
  
 
|-
 
|-
Line 320: Line 319:
 
Slide '''Importance of Superlibrarian'''
 
Slide '''Importance of Superlibrarian'''
  
−
With this '''superlibrarian''' account, we can give rights/permissions to a '''Staff.'''
+
With this '''superlibrarian account''', we can give rights/permissions to a '''Staff.'''
  
−
So, it’s a very  important role in the '''Koha Library Management System.'''
+
So, it’s a very important role in the '''Koha Library Management System.'''
 
|With this '''superlibrarian''' account, we can give rights/permissions to a '''Staff.'''
 
|With this '''superlibrarian''' account, we can give rights/permissions to a '''Staff.'''
  
Line 328: Line 327:
  
 
|-
 
|-
−
|How to give access to a '''Staff''' for a particular module?
+
|How to give access to a '''Staff''' for a particular '''module'''?
−
|Let’s now learn how to give access to a '''Staff''' for a particular module?
+
|Let’s now learn how to give access to a '''Staff''' for a particular '''module'''.
  
 
|-
 
|-
Line 335: Line 334:
 
|Logout from your current session as a '''Database administrative user'''.
 
|Logout from your current session as a '''Database administrative user'''.
  
−
To do so, go to the top right corner and click on '''No'''_'''Library'''_'''Set.'''
+
 
 +
To do so, go to the top right corner and click on '''No Library Set.'''
  
 
From the drop-down, click on '''Logout.'''
 
From the drop-down, click on '''Logout.'''
Line 352: Line 352:
  
  
−
For example- # '''Cataloging module'''
+
For example-  
 +
# '''Cataloging module'''
 
# '''Circulation module'''
 
# '''Circulation module'''
 
# '''Serial Control'''
 
# '''Serial Control'''
 
# '''Acquisition''' etc.
 
# '''Acquisition''' etc.
  
−
|A '''Superlibrarian '''can give rights/permissions to another '''Staff '''for accessing any other '''module.'''
+
|A '''Superlibrarian '''can give '''rights''' or '''permissions''' to another '''Staff '''for accessing any other '''module.'''
  
  
−
For example- # '''Cataloging module'''
+
For example-  
 +
# '''Cataloging module'''
 
# '''Circulation module'''
 
# '''Circulation module'''
 
# '''Serial Control'''
 
# '''Serial Control'''
Line 367: Line 369:
 
|-
 
|-
 
|
 
|
−
Click on  the tab  '''New Patron'''
+
Click on the tab '''New Patron'''
  
−
From the drop-down select '''Library Staff'''
+
Drop-down select '''Library Staff'''
  
−
Select, '''Salutation '''as '''Ms.'''
+
'''Salutation '''as '''Ms.'''
  
−
Enter the '''Surname '''as '''Samruddhi'''
+
'''Surname '''as '''Samruddhi'''
 
|As explained earlier '''Create a Patron.'''
 
|As explained earlier '''Create a Patron.'''
  
Line 380: Line 382:
 
From the drop-down select '''Library Staff'''
 
From the drop-down select '''Library Staff'''
  
−
Select, '''Salutation '''as '''Ms.'''
+
Select '''Salutation '''as '''Ms.'''
  
 
Enter the '''Surname '''as '''Samruddhi'''
 
Enter the '''Surname '''as '''Samruddhi'''
  
 
|-
 
|-
−
|'''For Category: '''Select '''Library Staff '''from the drop-down.  
+
|'''For Category: '''Select '''Library Staff '''
−
|'''For Category: '''Select '''Library Staff '''from the drop-down.  
+
|'''For Category: '''Select '''Library Staff '''from the drop-down.
 +
 
  
 
Do not select any other option.
 
Do not select any other option.
Line 393: Line 396:
 
|Cursor on '''OPAC/Staff login'''
 
|Cursor on '''OPAC/Staff login'''
  
−
Enter the '''Username''' as '''Samrudhi'''
+
Enter the '''Username''' as '''Samrudhi''' and '''Password '''as '''patron'''.
−
 
+
−
and '''Password '''as patron
+
 
|Under the section '''OPAC/Staff login, '''
 
|Under the section '''OPAC/Staff login, '''
  
−
enter the '''Username''' as '''Samruddhi'''
+
*enter the '''Username''' as '''Samruddhi'''
−
 
+
*and '''Password '''as '''patron'''.
−
and '''Password '''as '''patron'''.
+
  
 
|-
 
|-
−
|Cursor on  '''Confirm password'''
+
|Cursor on '''Confirm password'''
−
|Again, enter the same '''Password '''in the '''Confirm password''' field
+
|Again, enter the same '''Password '''in the '''Confirm password field.'''
  
 
|-
 
|-
−
|Remember this '''username''' and '''password''' as this will be used for further login as a '''staff'''.
+
|Narration only
−
|Remember this '''username''' and '''password''' as this will be used for further login as a '''staff'''.
+
|Remember this '''username''' and '''password''' as this will be used for further '''login''' as a '''staff'''.
  
 
|-
 
|-
Line 419: Line 419:
  
 
|-
 
|-
−
|Go to the tab '''More '''and click on '''Set a Permissions.'''
+
|Go to '''More '''>> click on '''Set a Permissions.'''
 
|Go to the tab '''More '''and click on '''Set Permissions.'''
 
|Go to the tab '''More '''and click on '''Set Permissions.'''
  
 
|-
 
|-
 
|A new page opens up.
 
|A new page opens up.
−
|A new page opens with the title '''Set permissions for Samruddhi. '''
+
|A new page opens with the title '''Set permissions for Samruddhi.'''
  
−
This is the name of the '''Patron '''we created'''.'''
+
This is the name of the '''Patron '''we created.
  
 
|-
 
|-
−
|Click on the checkbox for
+
|Click on the checkbox for '''(circulate) Check out and check in items.'''
−
 
+
|Click on the checkbox for '''(circulate) Check out and check in items.'''.
−
'''(circulate) Check out and check in items.'''
+
−
|Click on the checkbox for
+
−
 
+
−
'''(circulate) Check out and check in items'''.
+
  
 
|-
 
|-
−
|Click on the check box for:
+
|Click on the check box for '''(catalogue) Required for staff login.'''
−
 
+
|Next, click on the check box for '''(catalogue) Required for staff login.'''
−
'''(catalogue) Required for staff login.'''
+
−
|Next, click on the check box for:
+
−
 
+
−
 
+
−
'''(catalogue) Required for staff login.'''
+
  
 
|-
 
|-
−
|Click on:
+
|Click on '''(borrowers) Add, modify and view patron information.'''
−
 
+
|Also click on '''(borrowers) Add, modify and view patron information.'''
−
'''(borrowers) Add, modify and view patron information'''
+
−
|Also click on:
+
−
 
+
−
'''(borrowers) Add, modify and view patron information'''
+
  
 
|-
 
|-
 
|Click on the '''plus sign'''  
 
|Click on the '''plus sign'''  
  
−
Click on:
+
Click on '''(reserveforothers) Place and modify holds for patrons.'''
 +
|Next, click on the '''plus sign '''here.
  
−
'''(reserveforothers) Place and modify holds for patrons'''
 
−
|Next, click on the '''plus sign '''here
 
  
−
Click on '''(reserveforothers) Place and modify holds for patrons'''
+
Click on '''(reserveforothers) Place and modify holds for patrons.'''
  
 
|-
 
|-
−
|Cursor on '''Edit catalog'''
+
|Cursor on '''Edit catalog''' >> click on the '''plus sign.'''  
  
−
Click on the '''plus sign'''
 
  
−
Click on '''Editcatalogue Edit catalog (Modify bibliographic/holdings data)'''
+
Click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data).'''
 
|Now come to the tab '''Edit catalog'''
 
|Now come to the tab '''Edit catalog'''
  
−
Click on the '''plus sign'''  
+
Click on the '''plus sign.'''  
  
−
And click on '''Editcatalogue Edit catalog (Modify bibliographic/holdings data)'''
+
 
 +
And click on '''(editcatalogue) Edit catalog (Modify bibliographic/holdings data).'''
  
 
|-
 
|-
−
|Cursor on '''acquisition Acquisition and/or suggestion management'''
+
|Cursor on '''Acquisition''' >> click on the '''plus sign.'''
  
−
Click on the '''plus sign '''
 
  
−
Click on '''Acquisition'''
+
Click on '''(acquisition) Acquisition and/or suggestion management.'''
−
|Next come to the tab-            '''Acquisition '''
+
|Next come to the tab '''Acquisition '''
  
−
Click on the '''plus sign '''
+
Click on the '''plus sign.'''
  
−
And click on '''acquisition Acquisition and/or suggestion management'''
 
  
−
|-
+
And click on '''(acquisition) Acquisition and/or suggestion management.'''
−
|Cursor on '''tools.'''
+
  
−
Click on the '''plus sign'''  
+
|-
 +
|Cursor on '''tools''' >> click on the '''plus sign'''  
  
 
Click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time'''
 
Click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time'''
−
|Next, for the tab '''tools, '''click on the '''plus sign''' here
+
|Next, for the tab '''tools, '''click on the '''plus sign''' here.
  
−
And click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time'''
 
  
−
|-
+
And click on '''(batch_upload_patron_images) Upload patron images in a batch or one at a time.'''
−
|Click on  '''(edit_patrons) Perform batch modification of patrons'''
+
−
|Next, click on  '''(edit_patrons) Perform batch modification of patrons'''
+
  
 
|-
 
|-
−
|Click on  '''(import_patrons) Import patron data'''
+
|Click on '''(edit_patrons) Perform batch modification of patrons'''
−
|Also select:
+
|Next, click on '''(edit_patrons) Perform batch modification of patrons.'''
  
−
'''(import_patrons) Import patron data'''
+
|-
 +
|Click on '''(import_patrons) Import patron data'''
 +
|Also select '''(import_patrons) Import patron data.'''
  
 
|-
 
|-
 
|Click on '''Edit authorities'''
 
|Click on '''Edit authorities'''
−
|Next, also click on '''Edit authorities'''
+
|Next, also click on '''Edit authorities.'''
  
 
|-
 
|-
−
|Cursor on tab:
+
|Cursor on tab '''(reports) Allow access to the reports module'''
−
 
+
|Next come to the tab '''(reports) Allow access to the reports module.'''
−
 
+
−
'''(reports) Allow access to the reports module'''
+
−
|Next come to the tab:
+
−
 
+
−
'''(reports) '''
+
−
 
+
−
'''Allow access to the reports module'''
+
  
 
|-
 
|-
 
|Click on the '''plus sign'''.  
 
|Click on the '''plus sign'''.  
  
−
Select:
+
Select '''(execute _reports) Execute SQL reports'''
−
 
+
|Click on the '''plus sign '''and select '''(execute _reports) Execute SQL reports'''.
−
'''(execute _reports) Execute SQL reports'''
+
−
|Click on the '''plus sign '''and  
+
−
 
+
−
Select:
+
−
 
+
−
'''(execute _reports) Execute SQL reports'''
+
  
 
|-
 
|-
−
|Then click on '''Save.'''
+
|Click on '''Save.'''
 
|Then click on '''Save '''at the bottom of the page.
 
|Then click on '''Save '''at the bottom of the page.
  
 
|-
 
|-
 
|Cursor on '''Ms. Samruddhi.'''
 
|Cursor on '''Ms. Samruddhi.'''
−
|With this we have given all required rights to a '''Library Staff '''with the name:
+
|With this we have given all required rights to a '''Library Staff '''with the name '''Ms. Samruddhi.'''
−
 
+
−
* '''Ms. Samruddhi.'''
+
  
 
|-
 
|-
Line 562: Line 530:
 
* Create a''' Patron'''
 
* Create a''' Patron'''
 
* Create a '''Superlibrarian'''
 
* Create a '''Superlibrarian'''
−
* Give access to a '''Staff '''for particular module
+
* Give access to a '''Staff '''for a particular '''module'''
  
 
|Let us summarise.
 
|Let us summarise.
Line 572: Line 540:
 
* Create a''' Patron'''
 
* Create a''' Patron'''
 
* Create a '''Superlibrarian'''
 
* Create a '''Superlibrarian'''
−
* Give access to a '''Staff '''for particular module
+
* Give access to a '''Staff '''for a particular '''module'''
  
 
|-
 
|-
 
|'''Assignments'''
 
|'''Assignments'''
 +
* Add a new '''Patron Category'''- ‘'''Research Scholar’'''
 
|For '''Assignments'''
 
|For '''Assignments'''
−
 
+
*Add a new '''Patron Category- 'Research Scholar’'''
−
|-
+
−
|Assignment for '''Patron category:'''
+
−
 
+
−
* Add a new '''Patron Category'''- ‘'''Research Scholar’'''
+
−
|Add a new '''Patron Category'''- ‘'''Research Scholar’'''
+
  
 
|-
 
|-
Line 602: Line 566:
 
| Slide:
 
| Slide:
  
−
About '''Spoken Tutorial '''project* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
+
About '''Spoken Tutorial '''project
 +
* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
 
* It summarises the '''Spoken Tutorial project'''.
 
* It summarises the '''Spoken Tutorial project'''.
 
* If you do not have good bandwidth, you can download and watch it.
 
* If you do not have good bandwidth, you can download and watch it.
Line 615: Line 580:
 
'''Spoken Tutorial '''workshops
 
'''Spoken Tutorial '''workshops
  
−
The '''Spoken Tutorial''' Project Team* Conducts workshops using spoken tutorials
+
The '''Spoken Tutorial''' Project Team
 +
* Conducts workshops using spoken tutorials
 
* Gives certificates for those who pass an online test
 
* Gives certificates for those who pass an online test
 
* For more details, please write to '''contact@spoken-tutorial.org'''
 
* For more details, please write to '''contact@spoken-tutorial.org'''
  
−
| The '''Spoken Tutorial Project''' Team:* conducts workshops and
+
| The '''Spoken Tutorial Project''' Team:
 +
* conducts workshops and
 
* gives certificates.
 
* gives certificates.
  
Line 628: Line 595:
  
 
'''Forum '''for specific questions
 
'''Forum '''for specific questions
−
| * Please post your timed queries in this forum.
+
| Please post your timed queries in this forum.
  
 
|-
 
|-
 
| Slide:
 
| Slide:
  
−
Acknowledgement* '''Spoken Tutorial '''Project is a part of the '''Talk to a Teacher project'''
+
Acknowledgement
 +
* '''Spoken Tutorial '''Project is a part of the '''Talk to a Teacher project'''
 
* It is supported by the '''National Mission on Education through ICT, MHRD, Government of India'''
 
* It is supported by the '''National Mission on Education through ICT, MHRD, Government of India'''
 
* More information on this Mission is available at
 
* More information on this Mission is available at

Latest revision as of 16:37, 21 February 2019

Topic: How to create a Superlibrarian

Contributor: Bella Tony, IIT Bombay

Domain Expert: Manju Naika, Central Library, IIT Bombay

Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay

Keywords: Koha administration, Basic parameters, Libraries and groups, Library code,  OPAC info.

Visual Cue
Narration
Slide 1

Title Slide

Welcome to the spoken tutorial on how to create a Superlibrarian.
Slide Number 2

Learning Objectives

In this tutorial we will learn to-
  • Add a Patron category
  • Create a Patron
  • Create a Superlibrarian
  • Give access to a Staff for a particular module

Slide Number 3

System Requirement

To record this tutorial, I am using:
  • Ubuntu Linux OS 16.04 and
  • Koha version 16.05

Slide 4a

Pre-requisites

To follow this tutorial, you should have knowledge of Library Science.
Slide 4b

Pre-requisites

To practice this tutorial, you should have Koha installed on your system.

You should also have Admin access in Koha.

Please refer to the Koha spoken tutorial series on this website for more details.

Let us begin by learning how to add a Patron category.
Log in using the username and password Log in to Koha using your database administrator username and password.
Click on Koha Administration Click on Koha Administration.
Click on Patrons and circulation >> Patron categories Under Patrons and circulation, click on Patron categories.
Cursor on Patron categories A new page Patron categories opens.
Click on +New Category Click on New Category.
Cursor on New category

Cursor on-

Category code:

Description:

A new page, New category opens up, prompting us to fill in some details.
Narration only As mentioned before, note that the fields marked in red are mandatory.
Details filled are as follows-

Category code as LS

Description as Library Staff

In months: 50

Enter Age as 35

Show only the filled details in the video.

I have filled out a few details here. Please do so likewise.
Cursor on Category type:  >> From the drop-down select Staff For Category type: from the drop-down list, select Staff.
Cursor on Branches limitation:  >> Select All Branches. For Branches limitation: select All Branches.
Click on Save Next, click on Save at the bottom of the page.
Cursor on Library Staff The category name that we entered, appears on the page Patron categories.

In my case, it says Library Staff.

Narration only With this a Patron Category has been created.
Narration only Next, we will learn how to add a Patron.
Click on Home Click on Home at the top left corner.
Cursor on dialog box The Koha homepage opens with a dialog box prompting us to Create a Patron.
Slide

It’s mandatory to create a Patron.

Otherwise in database administrator role, some parts of Koha will not function.

It is mandatory to create a Patron.


Otherwise in database administrator role, some parts of Koha will not function.

Click on +Create Patron. As prompted in the dialog box, click on Create Patron.


Alternately, you may click on Patrons on the Koha home page.

Click on Create Patron I will click on Create Patron.
New page opens A new page opens.
Click on the tab +New Patron >> Select Library staff Click on the tab New Patron.


From the drop-down, I will select Library Staff.

Cursor on Add patron (Library Staff) A new page- Add patron (Library Staff), opens up.
Show filled in details.

Cursor on Patron identity

Cursor on Main address

Cursor on Contact

Now, fill in the details required under the various sections like:


Patron identity

Main address

Contact etc.

Show the filled in the details I have filled out few details as shown here.

If you don’t have information for any field listed here, then just leave it blank.


Pause the video and fill in all details and then resume the video.

Cursor on Library management:

Cursor on Card Number- 1

Under the section Library management:, locate the field Card Number:

Note that the number 1 is auto-generated by Koha.


Hence, you will see a different number on your Koha interface.

Cursor on Library

From the drop down, select, Spoken Tutorial Library

Next is Library.

From the drop-down, I will select Spoken Tutorial Library.


Recall: the Spoken Tutorial Library was created earlier in this series.


If you had given a different name, then choose that name here.

Cursor on Category >> Select, Library Staff from the drop-down For Category, I will select Library Staff from the drop-down.
Cursor at section OPAC/Staff login

Enter:

Username as Bella

Password as library

Under the section OPAC/Staff login, enter Username and Password.

Each new user should create a new Username and Password.

I will enter the:

Username as Bella

Password as library

Enter

Confirm password:  library123

Again, enter the same password in Confirm password: field.
Slide  Important note-
  • Remember this username and password.
  • This will be used a little later to give rights/permissions to a Staff.
Remember this username and password.

This will be used a little later to give rights/permissions to a Staff.

Click on Save at the top After filling in all the details, go to the top of the page and click on Save.
Cursor on Ms Bella Tony (1) A new page with the name of the Patron and card number opens.

In this case, as entered earlier, the page has Patron as Ms Bella Tony with card number 1.

Cursor on Library use and Edit

Cursor on Alternate address and Edit

To edit the sections, click on the Edit tab, located at the bottom of the respective sections.
Narration only Now let us learn how to give permissions to the Patrons.
Cursor on More >> Click on Set Permissions On the same page, locate the tab More and click on Set Permissions.
Highlight Set permissions for Bella Tony A new page with the title Set permissions for Bella Tony, opens up.
Click in the checkbox: (superlibrarian) Access to all librarian functions Click on the checkbox for (superlibrarian) Access to all librarian functions.
Click Save Then click on Save at the bottom of the page.
Slide

Superlibrarian Ms Bella Tony having access to all library functions, has been created.

Now, Superlibrarian Ms Bella Tony, having access to all library functions, has been created.

Slide Importance of Superlibrarian

With this superlibrarian account, we can give rights/permissions to a Staff.

So, it’s a very important role in the Koha Library Management System.

With this superlibrarian account, we can give rights/permissions to a Staff.

So, it’s a very important role in the Koha Library Management System.

How to give access to a Staff for a particular module? Let’s now learn how to give access to a Staff for a particular module.
Click Logout Logout from your current session as a Database administrative user.


To do so, go to the top right corner and click on No Library Set.

From the drop-down, click on Logout.

Log with Username Bella


Password library

Now, login with the Superlibrarian account.
Slide

A Superlibrarian can give rights/permissions to another Staff for accessing any other module.


For example-

  1. Cataloging module
  2. Circulation module
  3. Serial Control
  4. Acquisition etc.
A Superlibrarian can give rights or permissions to another Staff for accessing any other module.


For example-

  1. Cataloging module
  2. Circulation module
  3. Serial Control
  4. Acquisition, etc.

Click on the tab New Patron

Drop-down select Library Staff

Salutation as Ms.

Surname as Samruddhi

As explained earlier Create a Patron.

Click on the tab New Patron

From the drop-down select Library Staff

Select Salutation as Ms.

Enter the Surname as Samruddhi

For Category: Select Library Staff For Category: Select Library Staff from the drop-down.


Do not select any other option.

Cursor on OPAC/Staff login

Enter the Username as Samrudhi and Password as patron.

Under the section OPAC/Staff login,
  • enter the Username as Samruddhi
  • and Password as patron.
Cursor on Confirm password Again, enter the same Password in the Confirm password field.
Narration only Remember this username and password as this will be used for further login as a staff.
Click Save After filling in all the details, click on Save at the top of the page.
Narration only Now give permissions to this particular Patron.
Go to More >> click on Set a Permissions. Go to the tab More and click on Set Permissions.
A new page opens up. A new page opens with the title Set permissions for Samruddhi.

This is the name of the Patron we created.

Click on the checkbox for (circulate) Check out and check in items. Click on the checkbox for (circulate) Check out and check in items..
Click on the check box for (catalogue) Required for staff login. Next, click on the check box for (catalogue) Required for staff login.
Click on (borrowers) Add, modify and view patron information. Also click on (borrowers) Add, modify and view patron information.
Click on the plus sign

Click on (reserveforothers) Place and modify holds for patrons.

Next, click on the plus sign here.


Click on (reserveforothers) Place and modify holds for patrons.

Cursor on Edit catalog >> click on the plus sign.


Click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).

Now come to the tab Edit catalog

Click on the plus sign.


And click on (editcatalogue) Edit catalog (Modify bibliographic/holdings data).

Cursor on Acquisition >> click on the plus sign.


Click on (acquisition) Acquisition and/or suggestion management.

Next come to the tab Acquisition

Click on the plus sign.


And click on (acquisition) Acquisition and/or suggestion management.

Cursor on tools >> click on the plus sign

Click on (batch_upload_patron_images) Upload patron images in a batch or one at a time

Next, for the tab tools, click on the plus sign here.


And click on (batch_upload_patron_images) Upload patron images in a batch or one at a time.

Click on (edit_patrons) Perform batch modification of patrons Next, click on (edit_patrons) Perform batch modification of patrons.
Click on (import_patrons) Import patron data Also select (import_patrons) Import patron data.
Click on Edit authorities Next, also click on Edit authorities.
Cursor on tab (reports) Allow access to the reports module Next come to the tab (reports) Allow access to the reports module.
Click on the plus sign.

Select (execute _reports) Execute SQL reports

Click on the plus sign and select (execute _reports) Execute SQL reports.
Click on Save. Then click on Save at the bottom of the page.
Cursor on Ms. Samruddhi. With this we have given all required rights to a Library Staff with the name Ms. Samruddhi.
Click Logout. Now logout from the superlibrarian account.

To do so, go to the top right corner and click on Logout.

Narration only With this we come to the end of this tutorial.
Summary

In this tutorial we learnt to:

  • Add a Patron category
  • Create a Patron
  • Create a Superlibrarian
  • Give access to a Staff for a particular module
Let us summarise.


In this tutorial we learnt to:

  • Add a Patron category
  • Create a Patron
  • Create a Superlibrarian
  • Give access to a Staff for a particular module
Assignments
  • Add a new Patron Category- ‘Research Scholar’
For Assignments
  • Add a new Patron Category- 'Research Scholar’
Assignment for Superlibrarian:

Add a new Staff for the following roles:

  1. Assign all Cataloging rights
  2. Add all Acquisition rights
Assignment for Superlibrarian:

Add a new Staff for the following roles:

  1. Assign all Cataloging rights
  2. Add all Acquisition rights
Slide:

About Spoken Tutorial project

The video at the following link summarizes the Spoken Tutorial project.

Please download and watch it.

Slide:

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 contact@spoken-tutorial.org
The Spoken Tutorial Project Team:
  • conducts workshops and
  • gives certificates.

For more details, please write to us.

Slide:

Forum for specific questions

Please post your timed queries in this forum.
Slide:

Acknowledgement

  • Spoken Tutorial Project is a part of the Talk to a Teacher project
  • It is supported by the National Mission on Education through ICT, MHRD, Government of India
  • More information on this Mission is available at
  • http://spoken-tutorial.org/NMEICT-Intro
Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

This is Bella Tony from IIT Bombay signing off.

Thank you for joining.

Contributors and Content Editors

Bellatony911, Nancyvarkey, PoojaMoolya

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